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Academy Sixth Form Funding 2014/15

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What will be covered

• Useful documents

• Refresh what the elements of the formula are

• What we can confirm

Since last year’s presentation

For 2014/15

• Timeline for 2014/15

• What is still to be resolved

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Useful Documents

http://www.education.gov.uk/aboutdfe/executiveagencies/efa/a00210682/funding-formula-review

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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 period:

• 2 weeks for programme < 24 weeks

• 6 weeks for programme > 24 weeks

Either RPA (Raising Participation Age) compliant (540 Hours+)

Or banded (less than 540 hours)

For 2014/15, Band 4 funded at the same rate 540 hours +

Band 1 - Full Time Equivalent (FTE), that is a proportion of 600Student Status

RPA Compliant

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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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 institutionSupervised

• Hours that are quality assured by the institutionQuality

Assured

• Hours that are within a 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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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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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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• FPF will be paid for at least three academic years, until and including 2015/16

• It applies where the move to a basic funding rate per student would otherwise result in a reduction in funding per student

• Enables institutions to move on with curriculum reforms and simplification

Formula protection funding (FPF) (1)

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Formula protection funding (2)

For the first of the three years -calculated by comparing

funding per student allocated for 2013/14 (excluding

transitional protection) with funding per student for 2012/13

The operation of formula protection funding for future

years has still to be determined and has been considered

within the Ministerial Working Group along with

consideration of funding of large programmes.

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Condition of funding - English and Maths

Any student 16-18 (inclusive) without a grade C in English and/or

maths must be working towards this level

Students must enrol on GCSE, Functional Skills (FS), Free

standing maths or ESOL

FS is a stepping stone towards GCSE and not an end in itself

If the student already has a FS at level 2 then must enrol on

GCSE

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Condition of funding - English and Maths (2) Students not meeting the condition of funding in 2014/15

WILL NOT be counted in lagged funding for 2016/17

EFA will be issuing a report to show you how you are doing

DfE will publish a list of what counts as having a grade C

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Planned hours data collection for 2013/14

Planned hours for activity in the current academic year

• Census changes will not be made until the autumn census

2014

• Need to calculate planned hours for each student for

2013/14

• Retrospectively record in the autumn census planned hours

relating to the current academic year

• Autumn census 2014 will also collect planned hours for the

2014/15 academic year

• Discussions with software suppliers

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Retakes

• For a transitional year in 2013/14 the planned hours for students repeating activity studied in 2012/13 can be counted

• Subsequently re-takes will not generally be eligible for funding unless are exceptional circumstances outside the control of the student or institution, such as a period of long term sickness, or good educational reasons

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Timeline

Key Dates for 2014 to 2015 allocations (Schools/Academies)

Date Event

October 2013 Letter to sector on 2014/15 policy and processSchool census closes

January 2014 Send out school funding factors and lagged numbers

February Deadline for business cases to be with EFA

March Send out school 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 (1)

Sub contracted provision which involves students who live

outside the normal recruitment area of the institution will not

normally be funded.

Institutions need to make a case for funding of distance sub-

contracting.

EFA will consider cases by exception, taking account of:

• whether the provision complies with the principles of study

programmes as set out in Funding Regulations

• whether the whole or part of the programme is sub-contracted

and the extent to which the parent institution is involved in

delivery

• the location of delivery and the nature of travel to learn/travel to

work patterns in the locality

• the extent of student contact with the parent institution

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Sub-contracting (2)

• the extent to which the provision being made is already available

and accessible to students in the area where the sub-contractor

is delivering

• the extent to which a gap in provision has been identified by the

local authority or an employer

Cases will be moderated in the 2014/15 allocations process

through the standard business case process

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Yet to be finalised

• Funding of large programmes

• Application of Formula Protection Funding for 2014/15 and 2015/16

• Review of Programme cost weightings

• Funding rates for 2014/15

• 16-19 funding changes as a result of the Spending Review announcements

• Outcomes of the consultation on the methodology for discretionary bursary allocation

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Other online events

Filmed Presentations• Post-16 funding – coming soon• High Needs for academies – available now• High Needs for Local Authorities – available now Webinars• 4th November - High Needs for Local Authorities• 20th November - High Needs for academies• 25th November - Funding for Free Schools, University Technical

Colleges and Studio Schools