Education Funding Agency Update Lynne Tabone Education Funding Agency October 2013

Programme Cost Weighting National Funding Rate per student The 16-19 funding formula Programme Cost Weighting Disadvantage Funding Area Cost Allowance Student Numbers National Funding Rate per student Retention Factor ( ) Total Programme Funding

Programme Cost Weighting National Funding Rate per student Full- and Part-time Funding rates Programme Cost Weighting Disadvantage Funding Area Cost Allowance Student Numbers Retention Factor ( ) National Funding Rate per student A full time rate based on circa 600 hours Three part time rates for bands 2,3,4 Each funded at mid-point of the band For Band 4 (450-539 hours) for 13/14 and 14/15 we will fund at the full time rate Band 1 (below 280 hours) funded as a proportion of 600 hours ie 150 hours gets 25% of the National Full Time funding Rate Student Number status Hours funded at… Funding Rate (13/14 allocations) Full time 600 £4,000 Band 4 Band 3 405 £2700 Band 2 320 £2133 Band 1 % of 600 % of £4,000

National Funding Rate per student What is Funded? Prog Cost Weighting Disadvantage Funding Area Cost Allowance Student Numbers National Funding Rate per student ( ) Retention Factor Hours that are: Directly relevant to the study programme Planned, explicit in the Learning Plan or Timetable Supervised and/or organised by the provider Quality assured by the provider Within normal working pattern

National Funding Rate per student Qualification Hours Prog Cost Weighting Disadvantage Funding Area Cost Allowance Student Numbers National Funding Rate per student ( ) Retention Factor Hours that are delivered towards qualifications that are approved for teaching to 16-19 year olds under section 96 of the LSC act 2000.

National Funding Rate per student Non Qualification Hours Prog Cost Weighting Disadvantage Funding Area Cost Allowance Student Numbers National Funding Rate per student ( ) Retention Factor Not counted towards a qualification Informal certificates Non-qualification activity Tutorials Work experience/Work related activity Volunteering/community activities organised by provider Enrichment activities

National Funding Rate per student Not Funded Prog Cost Weighting Disadvantage Funding Area Cost Allowance Student Numbers National Funding Rate per student ( ) Retention Factor Voluntary extra-curricular activities and clubs delivered during breaks or outside normal working pattern Study that is homework or independent study/research that is not timetabled Employment or work experience organised by anyone other than by or on behalf of the provider Volunteering/community activities that are not organised by or on behalf of the provider

The Bottom Line Consider the needs of the learner – the programme must be relevant to their needs Appropriate information, advice and guidance are vital Where does the learner need to get to – progression planning is key

Programme Cost Weighting National Funding Rate per student Retention Factor Programme Cost Weighting Disadvantage Funding Area Cost Allowance Student Numbers National Funding Rate per student ( ) Retention Factor Success no longer used in funding, a retention factor is now used Applied at student level, not qualification level Retained means still studying a core aim on planned end date or leaves early and is recorded as completed the core aim For academic programmes – still studying one of the academic aims For vocational programmes still studying the core aim Retention FACTOR = half way point between Retention RATE and 100% Number of students completed Number of students started Student retention and funding Funding Leaves before qualifying period Leaves before planned end and not recorded as completed 50% Retained to planned end date and recorded as completed 100% Leaves before planned end date and recorded as completed

National Funding Rate per student Programme Cost Weighting Disadvantage Funding Area Cost Allowance Student Numbers National Funding Rate per student Retention Factor ( ) Programme Cost Weighting Recognition that some vocational subjects are more expensive to teach than others Applied to the student’s whole programme Determined by the student’s core aim ie A Levels or substantial vocational qualification All academic programmes uplifted by one weight, which has been determined by merging the 2 current academic weightings and low cost vocational programmes and rebasing these as 1, Vocational Programme Weighting categories are being reduced in number and re-set to make it simpler: applied at sector subject areas Cost Weighting Category Agreed for 2013/14 Base 1.0 Medium 1.2 High 1.3 Specialist 1.6

National Funding Rate per student Disadvantage Funding Programme Cost Weighting Area Cost Allowance Student Numbers National Funding Rate per student Retention Factor ( ) Disadvantage Funding Recognises that some students require additional support to participate and achieve if we are to achieve full participation and improve attainment Principle is to create a single budget that institutions use as they see fit Disadvantage Funding Economic Deprivation Prior Attainment

? ? ? Formula protection funding (FPF) Will be paid for at least three academic years until and including 2015/16, where the move to a basic funding rate per student would otherwise result in a reduction in funding per student. 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 will depend on progress of Ministerial Working Group on the reforms for large programmes, A levels and GCSEs. Enables you to move on with curriculum reforms and simplification while final details are resolved TP from 11/12 Formula Protection Funding High Needs Students Student Support Funding ? ? ?

? ? ? High Needs Students (HNS) The place – EFA Funded Element 1 This is the standard 16-19 Funding Formula as we have described – it is based on lagged student numbers – this aspect rolls on from year to year. Element 2 This is the first £6,000 of additional support – numbers are calculated based on information provided by the local authority about the number of places it is going to commission from each institution and the EFA adds £6,000 for each place to the allocation – completing the place funding. The Plus – Top up Funding – LA Funded Element 3 any funding the individual requires above the first two elements is negotiated and agreed with the student’s home LA TP from 11/12 Formula Protection Funding High Needs Students Student Support Funding ? ? ?

National Funding Rate per student Condition of Funding English & Maths Prog Cost Weighting Disadvantage Funding Area Cost Allowance Student Numbers National Funding Rate per student ( ) Retention Factor Any student 16-18 without a minimum grade C in English and/or maths must be working towards this level from 2014/15 Academic Year Or that student WILL NOT be counted in lagged funding for 2015/16 DfE will publish a list of what counts as having a grade C – watch the bulletin These students must enrol on a GCSE, Functional Skills, Free standing maths or ESOL Functional Skills are 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 Reports to show you how you are doing – Information Management Portal.

Traineeships For students not quite ready for the workplace, but looking for an apprenticeship route A 5-6 month full-time programme comprising: Employability Work experience English and maths Must lead to progression into an Apprenticeship

Questions