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 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.

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

Student number statements

Student number statements are sent out to institutions in 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 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, maintained schools, non-maintained schools, independent schools and academies is published every October.

Annual requirements for institutions

The funding calendar outlines all the actions for the current year.

Institutions need to provide EFA with information on an annual basis so that allocations for the following academic year can be calculated.

Schools and academies with sixth-forms are now required to record planned hours for 16- to 19-year-old EFA funded students in the annual school census. These should reflect the intended duration of study for the academic year from the point the student begins their study programme.

The planned hours are split into 2 fields, which are:

  • planned qualification hours (relating to time in a study programme that’s spent working towards the achievement of a qualification that’s approved for teaching to 16- to 19-year-olds under Section 96 of the Learning and Skills Act 2000)
  • non qualification hours (relating to time that doesn’t count towards a qualification)

Further information on how to collate this information can be found in the overview of the 16 to 19 funding formula page.

Funding allocations calendar

Month Activity
October 2013 ILR R14 deadline for the 2012 to 2013 academic year (25 October)
October 2013 School autumn census deadline (31 October)
November 2013 Local authorities and institutions inform EFA of any infrastructure changes for the 2014 to 2015 academic year
December 2013 ILR R04 deadline (05 December)
December 2013 EFA informs FE institutions of funding factors for the 2014 to 2015 academic year based on ILR data for 2012 to 2013
December 2013 EFA notifies local authorities of their indicative high needs block for pupils and students aged 0 to 25
December 2013 Local authorities inform EFA of planned high needs places (by institution)
January 2014 Deadline for business cases on FE funding factors
January 2014 EFA informs schools and academies of their funding factors and lagged student numbers for the 2014 to 2015 academic year based on the autumn census
January 2014 EFA informs FE, ISP and NMSS of the high needs place numbers returned by authorities
January 2014 EFA informs FE colleges of their lagged student numbers based on the autumn ILR returns
January 2014 FE, ISP and NMSS submit exceptional high needs place cases to EFA for review
February 2014 ILR R06 deadline (06 February)
February 2014 Deadline for business cases on school/academy funding factors and lagged numbers, and FE lagged numbers
February 2014 EFA informs CCPs of lagged student numbers for the 2014 to 2015 academic year
March 2014 Deadline for business cases for CCP lagged student numbers
March 2014 EFA confirms final national budget, student numbers and funding rates
March 2014 EFA sends out allocations (phased), including high needs, to all institutions as final data is available
May to July 2014 EFA issues funding agreements / contracts to institutions
May to July 2014 Funding agreements / contracts are signed and returned to EFA by funded organisations
May to July 2014 Local authorities agree top-up funding and contracts with institutions for high needs students
August- September 2014 Academic year begins
August- September 2014 EFA commences payment to local authorities (in respect of schools with sixth-forms) and directly to academies, colleges and other institutions

Allocations for the 2014 to 2015 academic year

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

Following this letter EFA published the impact assessment for the funding reduction for EFA funded institutions and providers educating full-time 18-year-olds. Accompanying this is a letter to Graham Stuart MP, chair of the education committee from the Secretary of State.

Resources

In this section you can find links to:

EFA will communicate funding allocations for the 2014 to 2015 academic year to institutions by the end of March 2014.

Allocations for the 2013 to 2014 academic year

Colleges, providers, schools and academies receive their provisional allocation of student numbers for the academic year in January each year, and details of the other factors used to calculate their financial allocation. This is followed by an allocation statement in March, which is the final funding allocation for 16 to 19 students, high-needs students aged 16 to 24 and bursary funding.

Resources

The resources below have been designed to help institutions understand their allocation statements.

Published allocations

In this section you can find links to:

Schools and academies

In this section you can find links to:

Further education institutions

In this section you can find links to:

Commercial and charitable providers

In this section you can find links to:

General resources

In this section you can find links to:

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