Guidance

16 to 19 education: funding allocations

Information about how 16 to 19 funding is allocated for colleges, providers, schools and academies.

16 to 19 funding allocations

Colleges, providers, schools and academies receive annual funding allocations from the Education Funding Agency (EFA).

Funding is calculated using the EFA funding formula that incorporates factors including student numbers, student retention, higher cost subjects, disadvantaged students and area costs.

This is supplemented by additional funding for high needs students, bursaries and other financial support awarded to individual students and, currently, transitional protection and formula protection funding to take into account changes from previous funding arrangements.

Transitional protection will not apply after the end of 2014 to 2015 academic year.

Institutions are required to supply data returns to EFA in order that their allocation for the following year can be calculated.

An introduction to post-16 funding

Introduction to post-16 funding

Student number statements

Student number statements are sent out to institutions in December and January each year. These are a provisional allocation of student numbers for the next academic year and the funding factors which will apply in calculating the allocation. Also provided is a 16 to 19 toolkit, a spreadsheet that shows how the student number statement was calculated. This is an opportunity for institutions to check and comment on the figures and raise any queries.

Final funding allocations

Final funding allocations for 16 to 19 students, high needs students aged 16 to 24 and bursary funding are sent out in February and March each year. Information on understanding the process and how funding is calculated can be found on the 16 to 19 funding guidance page.

A full list of allocations to all individual further education (FE) institutions, schools and academies is published every October.

Annual requirements for institutions

Institutions need to provide EFA with information on an annual basis so that allocations for the following academic year can be calculated. This information is mainly collected via the individualised learner record (ILR), for FE institutions, and the school-level annual school census, for schools and academies.

Further information relating to the 2014 to 2015 ILR is available on GOV.UK.

Funding allocations calendar

Month Activity
December 2014 ILR R04 deadline – first EFA return for 2014 to 2015
December 2014 EFA informs FE institutions of funding factors for 2015 to 2016 based on ILR data for 2013 to 2014
December 2014 Outcome of exceptional cases process for high needs confirmed to local authorities and institutions
December 2014 High needs budgets confirmed to local authorities
December 2014 Local authorities and institutions inform EFA of any infrastructure changes for 2015 to 2016
December 2014 Final allocations of dedicated schools grant high needs block funding for financial year 2015 to 2016 to local authorities in December
December 2014 EFA issues a refresh of the sub-contracting controls guidance for 2015 to 2016
January 2015 EFA informs FE colleges of the student number count from their autumn R04 ILR return
January 2015 EFA informs schools and academies of their funding factors and lagged student numbers for 2015 to 2016 based on the autumn census
January 2015 EFA confirms final 2015 to 2016 high needs place numbers
February 2015 ILR R06 deadline
February 2015 Notification of allocations to institutions. Exceptions are likely to be commercial and charitable providers (CCPs) and any other FE institutions where allocations are based on R06 data received by EFA in February, where the allocations will be sent out in early March
March 2015 EFA sends allocations to institutions where lagged numbers are based on R06
March 2015 Deadline for institutions to return any business cases in relation to exceptional circumstances (excluding high needs) affecting their allocation
April 2015 EFA reviews business cases and informs institutions of the outcomes
April 2015 Institutions to declare their planning figures for traineeships to the EFA

Allocations for the 2015 to 2016 academic year

Peter Mucklow, EFA National Director for Young People wrote to post-16 institutions in October 2014 explaining funding for the 2015 to 2016 academic year for students aged 16 to 19 and high needs students aged 16 to 25.

2015 to 2016 post-16 allocations video

We’ve produced a video for post-16 institutions. The video is about the timeline and process for post-16 allocations in 2015 to 2016. The video also covers:

  • funding formula and funding bands
  • business cases and infrastructure
  • sub-contracting
  • student support

2015 to 2016 post-16 allocations

Changes to EFA funding for 16 to 19 year olds

A video looking at the changes to EFA funding for 16 to 19 year olds for the 2015 to 2016 academic year.

Changes to EFA funding for 16 to 19 year olds

Resources

Published allocations