an update on academy sixth form funding for 2014 to 2015 academic year 1
TRANSCRIPT
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An update on Academy Sixth Form Funding for
2014 to 2015 Academic Year
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What will be covered?
• Introduction
• Useful documents
• Reminder of the formula and how it will evolve for
2014/15
• What data we will use and when
• What counts for study programmes and collecting the
data
• Retakes, Maths & English, Sub-contracting
• Formula Protection Funding
• Timeline for 2014/15 allocations
• Next Steps
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Useful Documents
http://www.education.gov.uk/aboutdfe/executiveagencies/efa/a00210682/funding-formula-review
http://www.education.gov.uk/aboutdfe/executiveagencies/efa/funding/fundings/a00222378/funding-guidance-2013-to-14
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Total Programme
Funding
Programme Cost
Weighting
Disadvantage Funding
Area Cost
Allowance
Student Numbers
National Funding Rate per student
Retention Factor( )
The funding formula
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Student numbers
This is a count of students to be funded, based on the autumn
census
Students must meet qualifying periods of:
• 2 weeks for programme < 24 weeks
• 6 weeks for programme > 24 weeks
For 2014/15, Band 4 funded at the same rate 540 hours +
Band 1 - Full Time Equivalent (FTE), that is a proportion of 600
Student Status Band 5 Band 4 Band 3 Band 2 Band 1
Hours reqd. per Academic Year
540+ 450-539 360-449 280-359 up to 280
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Student numbers - Example No of students recorded in 2013/14 autumn census 100
= Lagged student numbers allocated for 2014/15 100
In most academies these will all be full time therefore in band 5
Should the academy have recruited say 90 full time and 10 part
time students doing 280 hours in 2013/14 then for 2014/15 we
will:
Fund 90 students in band 5 and
Fund 10 students in band 2
Band 1 - Full Time Equivalent (FTE), that is a proportion of 600
Student Status Band 5 Band 4 Band 3 Band 2 Band 1
Hours reqd. per Academic Year
540+ 450-539 360-449 280-359 up to 280
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Data used to calculate student numbers
Autumn Census data used to identify funding bands
Allocation Student numbers data from:
Funding Band proportion data from:
2013/14 academic year 2012/13 2011/12
2014/15 academic year 2013/14 2012/13
2015/16 academic year 2014/15 2013/14
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New for 2014/15Funding of 18 year oldsStudents who are 18 or over at 31st August preceding the start of
the academic year Band Study programme hours and ages
5 Full time 16/17 year olds 540 hours or more
4 Full time for 18 year olds and 16/17 year olds doing between 450 and 539 hours
3 Between 360 and 449 hours
2 Between 280 and 359 hours
1 Less than 280 hours
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Planned hours eligible for funding
• Directly relevant to the study programmeRelevant
• Explicit in the Learning Plan or TimetablePlanned
• Hours that are supervised and/or organised by the institution
Supervised
• Hours that are quality assured by the institution
Quality Assured
• Hours that are within an academy’s normal working pattern
Normal Working Pattern
• Where it meets the criteria set out above, is time limited and the weekly hours do not exceed the student’s planned weekly hours for the overall study programme
Study Leave
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Hours that do not count for funding
• Voluntary extra-curricular activities and clubs delivered during breaks or outside normal working pattern
Voluntary
• Study that is homework or independent study/research that is not timetabled
Homework
• Employment or work experience organised by anyone other than by or on behalf of the provider
Employment
• Volunteering or community activities that are not organised by or on behalf of the provider
Volunteering
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Recording planned hours for funding purposes
• Hours that are delivered towards qualifications that are approved for teaching to 16-19 year olds under section 96 of the Learning and Skills Act 2000
Qualification Hours
• Do not count towards a qualification on section 96
• Informal Certificates• Non-qualification activity• Tutorial activity• Work experience/Work related activity• Volunteering/Community activities• Enrichment activities
Non Qualification
Hours
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Planned hours data collection for 2013/14Planned hours for activity in the current academic year
• Census changes will not be made until the autumn census
2014
• You need to record planned hours for each student for
2013/14
• Retrospectively record in the autumn 2014 census planned
hours relating to the 2013/14 academic year
• Autumn census 2014 will also collect planned hours for the
2014/15 academic year
• Discussions with software suppliers
ACTION IN 2013/14
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NEW FOR 2014/15Retakes
• For a transitional year in 2013/14 the planned hours for students repeating activity studied in 2012/13 can be counted.
• Subsequently, i.e. those that start in 2014/15 or beyond, re-takes will not generally be eligible for funding unless there are exceptional circumstances outside the control of the student or institution, such as a period of long term sickness, or other good educational reasons.
ACTION FOR 2014/15
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English and Maths condition of funding From September 2013, students who do not hold an A*-C in English or maths will
need to continue to study towards this through:
GCSE/iGCSE, or
Functional Skills, Free Standing Maths or ESOL qualifications as stepping stones
to GCSE.
This is a condition of funding from the next academic year. This means that any
student recruited from 1 August 2014 without at least a GCSE grade C in these
subjects and not registered to work towards this level will not be counted for
your funding allocation for 2016/17.
Students entering post-16 education with a grade D GCSE in English and/or
maths will be expected to be enrolled on a GCSE course.
Enrolments in 2014/15 will have a direct impact on funding in 2016/17 allocations.
ACTION FOR 2014/15
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LLDD and maths/English
Students with learning difficulties and/or disabilities (LDD) who
are capable of taking and achieving maths and English these
qualifications should do so, studying to the appropriate level.
Some students with complex LDD might be better served by
other types of English and maths teaching and may be exempt
from the funding condition where appropriate – this will depend
on the student’s initial assessment.
ACTION FOR 2014/15
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• FPF was introduced for 2013/14 to be paid for at least three academic years, until and including 2015/16. If your earnings through the formula stay the same then the FPF will also stay the same.
For most academies the formula earnings will change, FPF will:
• reduce from any gains in the formula – eg where the value of the formula increases due to improved retention, more students attracting disadvantage, increased programme size, for example FPF will reduce.
• stay the same if the value of the formula reduces.
• be replaced by formula funding should the value of the formula exceed the funding per student paid in 2012/13 ie the formula, net of FPF, is paid in full.
New for 2014/15Formula protection funding (FPF)
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Formula Protection Funding
£500
£500
£4,500
£4,000
£3,800
12/13 13/14 14/15
Formula downFPF the same
Funding per student reduces
£4,500
£4,200£4,000
£500£300
12/13 13/14 14/15
Formula upFPF Down
Same Funding per Student
Formula Protection Funding
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£4700
£4,500
£4,000
£500
12/13 13/14 14/15
£4,700 per student from the formula
Formula Protection Funding
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Allocations Timeline
Key Dates for 2014 to 2015 allocations (Academies)Date Event
October 2013 School census closes
December 2013 Letter to sector on 2014/15 funding policy and process
January 2014 Send out academy funding factors and lagged numbersBursary shadow allocations
February Deadline for business cases to be with EFA
March Send out academy funding allocations
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Data sources
• Lagged student numbersAutumn Census 2013
• Programme size (FT/PT)• Funding Factors (Retention, Programme
Cost Weighting, Disadvantage Block 1 – Economic)
Autumn Census 2013 –
end year 2012/13
• Disadvantage block 2 (Prior attainment)YP Matched
Administrative Data 2011/12
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Infrastructure cases
• Year 1 – 1/3rd capacity• Year 2 – double actual from year 1• Year 3 – lagged numbers
New school/
academy sixth forms
• Funded on estimates agreed by Project Lead• Subject to reconciliation• Estimates applied for variable period
depending on the age range of the school – until all year groups present
New Free Schools/
UTC/ Studio School
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Sub-contracting EFA will not fund institutions for distance sub-contracting
of the whole programme other than in exceptional
circumstances
Any institutions wishing to be funded for distance sub-
contracting in 2014/15 will need to put a case forward
during the allocations process in the spring
We expect only a small number of cases to be agreed
Currently considering data collection arrangements for
sub-contracted provision
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Moving Forward
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Programme cost weightings
The review of Programme Cost Weighting is now completed
and has been considered by Ministers
There will be no changes to these weightings for 2014/15.
We will keep the weightings under review and consider whether
to make changes after 2015/16.
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Next steps
Regular updates through E-Bulletin
School factors and lagged student numbers in January
Business cases (if applicable) submitted early February
Funding rates for 2014/15 confirmed in March
Sixth form funding allocated to academies in March along with pre-16 funding
