Guidance

16 to 19 education: funding guidance

Rules and guidance for using post-16 funding allocated by EFA.

Overview

Colleges, providers, schools and academies receive annual funding allocations from Education Funding Agency (EFA) for the provision of 16 to 19 education.

Information about the procedures involved in allocating funding can be found on the 16 to 19 funding allocations page.

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 (FPF) to take into account changes from previous funding arrangements.

Below, you can find a set of guidance documents for the year 2013 to 2014 all post-16 education institutions receiving EFA formula funding should comply with.

Update for the year 2014 to 2015

EFA will be refreshing the guidance documents below for the year 2014 to 2015. These will be available before the end of June on this page. There are no planned changes to student eligibility for the year 2014 to 2015.

Information for institutions

Funding regulations

The funding regulations guide for 2013 to 2014 provides the funding principles, rules on eligibility, and other regulations used in the 16 to 19 funding model.

Rates and formula

The rates and formula guide for 2013 to 2014 provides information on the funding rates and formula used for 16 to 19 funding calculation.

Individualised learner record (ILR) funding returns

The ILR funding returns guide for 2013 to 2014 covers the detailed technical advice on making final funding claims together with the reconciliation process for contract institutions.

This document does not apply to schools and academies returning data through the school census.

Sub-contracting controls

The sub-contracting controls guide for 2013 to 2014 sets out EFA compliance and control requirements and advice for all directly funded institutions that use third parties to deliver provision.

Annex A of the sub contracting guidance is a separate form for institutions whose sub-contracting accounts for more than 10% of their 16 to 19 programme funding. Paragraph 9 in the sub-contracting controls guide explains who needs to return the form to EFA.

Additional resources for institutions

The document ‘regulation to publication - the journey of qualifications for young people’ describes the processes and organisations involved in the qualification journey from when a qualification is regulated by Ofqual, to when it gets approval under Section 96 and when funding information on the Learning Aim Reference Application (LARA) is published.

Funding guidance presentations

EFA has developed presentations for institutions to use internally to audiences who are required to understand the funding procedures and guidance. These cover:

16 to 19 funding formula

The overview of the 16 to 19 funding formula describes the overall system and mechanism for calculating 16 to 19 funding. This document contains links and references to further detailed guidance and information.

Funding calculation draft specification

The funding calculation draft specification shows the specification behind the EFA funding calculation for the 2013 to 2014 academic year.

Please note that this is a draft and is subject to change. The final funding calculation specification will be published on the data service website.

Funding guidance for previous years

You can access funding guidance for previous academic years in the National Archives.

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