intro to efa data and funding - lsect | learning &...
Post on 21-May-2018
212 Views
Preview:
TRANSCRIPT
EFA data and funding workshop October 15 2015
For more training visit www.lsect.com 1
Intro to EFA data and funding
10:30 start15:30 finish
Nick LinfordDirector at Lsect
Wifi:BTOpenzonebhxme2510
Agenda
10.35 Introduction to the ILRIncludes: ILR return dates for EFA funding and key EFA data fields
11.40 Break for refreshments
12.00 Introduction to EFA funding (including Eng & math condition)Includes: Funding Rates, lagged learner counts and allocation methodology
13.00 Break for lunch
13.50 Making best use of the SFAs funding software for EFA funding reportsIncludes: Hints and tips on how to use the Funding Information System (FIS) and
the Hub
14:50 EFA funding assuranceIncludes: EFA approach to ILR funding audit and using the Data Self-Assessment
Toolkit (DSATs)
15.30 Workshop end
Slides will be emailed to you after the workshop
EFA data and funding workshop October 15 2015
For more training visit www.lsect.com 2
Introduction to the ILR
Nick LinfordDirector at Lsect
Data is funding…
Lead provider
ILR file
Funding Information System (FIS) for indicative funding values, errors and warnings
Data Self Assessment Toolkit (DSAT) for checking data credibility (the ‘are you sure?’ reports)
IM services online Hub
Funding claim report
?Rule violations (ILR errors
and warnings)
£
https://hub.imservices.org.uk/Learning%20Aims/Pages/default.aspx
And LARS for learning aim fundability
Lead provider
EFA data and funding workshop October 15 2015
For more training visit www.lsect.com 3
https://www.gov.uk/government/publications/ilr-
specification-validation-rules-and-appendices-2015-to-2016
206 pages
https://www.gov.uk/government/publications/ilr-
guides-and-templates-for-2015-to-2016
102 pages
EFA data and funding workshop October 15 2015
For more training visit www.lsect.com 4
Core aim in the ILR is critical for EFA funding
Both only based on the core aim
EFA data and funding workshop October 15 2015
For more training visit www.lsect.com 5
Planned hours set the learner funding rate
12 hrs week x
34 weeks = 408
Qual hours(e.g. BTEC)
1 hr week x 34
weeks = 34
Non-qual hours(e.g. tutorials)
30 hrs week x 2
weeks = 60
Non-qual hours(e.g. work placement
1.5 hrs week x
34 weeks = 51
Qual hours(e.g. FS Eng)
1.5 hrs week x
34 weeks = 51
Qual hours(e.g. FS Math)
Funded as full time as 604 planned hours
*https://www.gov.uk/government/uploads/system/uploads/attachment_data/file/3
25093/ILRSpecification2014_15_v3_1_26June2014b.pdf
= 510Planned learning hours in the ILR*
= 94Planned
employability,
enrichment and pastoral hours in the ILR*
Learner Destination and Progression fields
in the ILR
“The destination of the learner when they
have completed or withdrawn from the
activities on their original learning
agreement or plan.” to be used for “DfE
completion and attainment measure”
Further information and examples of recording destination and progression
data in different scenarios can be found in the Provider Support Manual https://www.gov.uk/government/publications/ilr-guides-and-templates-for-2015-to-2016
“Destination and progression data should be returned for learners who remain
with a provider to continue with further study as well as those who leave.”
“Learner Destination and Progression records should be sent in the ILR teaching
year that relates to the date on which the data was collected, not the date that
the outcome started. If the Outcome collection date was before 1 August 2016
then the record should be included in the 2015 to 2016 ILR return”
EFA data and funding workshop October 15 2015
For more training visit www.lsect.com 6
Introduction to EFA funding
16-19 EFA funding method very different to SFA (introduced for 2013/14 and unchanged for 15/16)
£
Adult Skills
Budget, incl
classroom,
traineeships,
apprenticeships*
and other-
workplace
- Paid based on in-year
enrolments
- Funding per enrolment£
* Traineeships and apprenticeships not the focus of tod ay
£ £ - Paid based on lagged
student number allocation
Study program
including full-
time, part-time
and Traineeships*
- Funding per student
Note: Stud ents up to the ag e of 24 with a Learning D isability Assessment (LD A) or Ed ucation, Health and Care plan (EHCP)
also fund ed by the EFA
EFA data and funding workshop October 15 2015
For more training visit www.lsect.com 7
Calculating a 2015/16 allocation [formula]
The EFA multiply the funded student numbers by a national funding
rate, and then apply historical institutional weightings derived from
the 2013/14 ILR R14.
2014/15 R04
student count,
multiplied by
2013/14 in-
year increase,
and placed in
band using
2013/14
proportions
Set each
year by
the EFA
for each
band.
Based on
2013/14
learner
retention.
100% for
retained
& when
50% not.
Based on
2013/14
learning
aim
programme
weightings
Based on a
range of
learner
related
factors,
including
where they
lived in
2013/14
Based on
location of
the college
or training
provider.
Up to extra
20% for
providers in
central
London.
Funding
allocation
Student numbers
2013/14 learner count at R06 = 960
2013/14 learner count at R14 = 1,063
1,063
960= 1.107
This ratio is designed to estimate in-year
learner number growth
Then total 14/15 students at R04 (980) increased by the ratio (1.107) to
arrive at total student allocation for 15/16 of 1,085
Planned number of days in learning Qualifying number of days
Less than 14 days Not funded
Between 14 and 167 days 14 (two weeks)
168 days and greater 42 (6 weeks)
And remember, the student needs to have attended long
enough to be counted (more on this later)…
EFA data and funding workshop October 15 2015
For more training visit www.lsect.com 8
EFA fund per student Study Programmes, based on planned learner hours
between 1 August and 31st July (academic year)
Student status band
Hours required per academic year
Hours funded at
16-172015/16 national
funding rate*
18 year olds
Full time 540 + 600 £4,000 £3,300
Band 4 450-539 495 £3,300** £3,300
Band 3 360-449 405 £2,700 £2,700
Band 2 280-359 320 £2,133 £2,133
Band 1 up to 280 % of 600 £6.67 per
hour
£6.67
per hour
** 16 and 17 year-olds to be funded at £4,000 for final year of transitional protection
National funding rate
Example allocation
EFA data and funding workshop October 15 2015
For more training visit www.lsect.com 9
Maths and English condition of funding (CoF)https://www.gov.uk/16-to-19-funding-maths-and-english-condition-of-funding
“From 2014 to 2015 academic year all students; starting a new study programme
of 150 hours or more, aged 16 to 18, or aged 19 to 25 if they have a Learning
Difficulty Assessment or Education and Healthcare Plan, who do not hold a GCSE
grade A*-C or equivalent qualification in maths and/or in English, are required to
be studying these subjects as part of their study programme in each academic
year.
“Any student who does not study one of the approved qualifications in this
note, in each academic year, will be removed from the lagged student
numbers in future years. The approved qualifications are either GCSE or a
Level 1/Level 2 certificates (approved IGCSE) counting towards the English
Baccalaureate (EBacc) measure, or an approved stepping stone qualification.”
“The funding will be removed from future allocations at the national funding rate
per student, for the relevant year. This will be the full time national funding rate
or the relevant part-time funding rate for that student. Initially this will be
deducted in academic year 2016 to 2017 at the funding rates for 2016 to 2017.
Other elements of the funding such as disadvantage will not be affected.”
Maths and English CoF for 2015/16Online guidance published 4th December: https://www.gov.uk/16-to-19-funding-maths-and-english-condition-of-funding
“For academic year 2015 to 2016 the same condition applies as applied in 2014 to
2015. In addition full time students (those on a study programme of at least 540
planned hours if age 16 to 17 or at least 450 hours if age 18) starting their study
programme who have a grade D GCSE or equivalent qualification in maths and/or
English must be enrolled on a GCSE or approved IGCSE qualification, rather than
an approved stepping stone qualification.”
“There are two exemptions to the condition of funding in 14/15 and 15/16:
• Students with learning difficulties and/or disabilities, who are assessed as not able to study
either GCSE or stepping stone qualifications;
• Students with overseas qualifications that are established as equivalent to GCSE grade C.”
LARS has a flag for eligible quals, and there is an ILR ‘business report’ in the SFAs Hub to identify CoF student status
https://www.gov.uk/government/uploads/system/uploads/attachment_data/file/398167/nat-FIS_EFAreportsguidance_FIS_2014-15_20_Jan_v2.pdf
EFA data and funding workshop October 15 2015
For more training visit www.lsect.com 10
Making best use of the SFAs funding software
Three SFA tools to support ILR data quality
College/training provider student
system
ILR xml file
Funding Information System (FIS) for indicative funding values, errors and warnings
Data Self Assessment Toolkit (DSAT) for
checking data credibility
IM services online Hub
Provider Funding Report (PFR)
?Hub error reports
£
£
EFA data and funding workshop October 15 2015
For more training visit www.lsect.com 11
SFA’s Learning Aims Reference Service (LARS)
Funding information system (FIS)
“It is not
mandatory that FIS is used
to prepare data files prior
to submission to The
Hub (Data Returns).
FIS can be used by data
providers to do the
following:
> validate Individualised
Learner Record (ILR) data
> calculate funding and
derived variables
> create a range of reports
based on a set of ILR
data.”
http://tinyurl.com/qz2ryt2
EFA data and funding workshop October 15 2015
For more training visit www.lsect.com 12
The SFA’s Hub
The Data Self-Assessment Toolkit (DSAT)
https://www.gov.uk/government/publications/ilr-data-check-that-it-
meets-standards-and-quality-requirements
EFA data and funding workshop October 15 2015
For more training visit www.lsect.com 13
EFA funding assurance
Nick LinfordDirector at Lsect
The Data Self-Assessment Toolkit (DSAT)
https://www.gov.uk/government/publications/ilr-data-check-that-it-
meets-standards-and-quality-requirements
EFA data and funding workshop October 15 2015
For more training visit www.lsect.com 14
EFA DSAT reports
https://www.g ov.uk/g overnment/publications/ilr-d ata-
check-that-it-meets-stand ard s-and -quality-requirements
The Provider Data Self Assessment Toolkit
(DSAT)Colleges, training organisations, local
authorities and employers (further
education providers) can use a number of
reports and tools to test the integrity of
Individualised Learner Record (ILR) data
and to prepare for audit.
The use of DSAT remains a contractual
requirement for the EFA, and could go the
same way for the SFA
EFA data and funding workshop October 15 2015
For more training visit www.lsect.com 15
DSAT reportsThe 14/15 version of DSAT now separates out EFA and SFA reports (so
duplicates), and includes traineeship reports. It now has 75 reports.
NEW REPORTS
Added in March
DSAT user guide (dummies guide for an auditor)
38 pages
https://www.gov.uk/government/uploads/syst
em/uploads/attachment_data/file/412485/ASB
_F2_PDSAT_Review_Notes_2014_to_2015.pdf
“The user guide will help users of PDSAT v15
to perform detailed reviews of the suite of
PDSAT reports for 2014 to 2015. The guide
explains how the Provider Financial
Management and Assurance (PFMA) team
reviews all of the PDSAT reports so it will be
of use to providers in preparing for a PFMA
assurance review, as well as part of their
routine ILR data checking procedures.”
Includes very useful guidance on
why, how and what to filter for,
which I’ve included in the selection
of DSAT report slides
EFA data and funding workshop October 15 2015
For more training visit www.lsect.com 16
https://www.gov.uk/government/publications/sfa-financial-assurance-funding-assurance-review-programmes
Funding audit
‘SFA references’
In particular see tabs:
‘EFA guidance’
The DSAT sampling function
EFA data and funding workshop October 15 2015
For more training visit www.lsect.com 17
Audit (external assurance)
Provider
ILR File
Funding Body & Funding Stream Population Value* Learner Numbers** Sample Size
Education Funding Agency
16-19 Provision:
Skills Funding Agency
16-18 Apprenticeships:
Adult Apprenticeships:
Other Workplace Learning:
Classroom Learning:
Traineeships (FM35):
Traineeships (FM25):
OLASS:
24+ Advanced Learning Loans:
When you download DSAT software it will come with a ‘substantive
test working papers’ spreadsheet to be used by auditor
Final Q&A
Nick LinfordDirector at Lsect
Visit www.lsect.co.uk to register
Future workshops
Trailblazer funding 4 dates Oct - Nov
Traineeship and apprenticeship framework funding
3 dates Oct - Nov
Intro to the ILR and SFA funding
16 Oct in Birmingham 6 November in London
FE Week Annual Apprenticeship Conference
16-18 March in Birmingham
top related