Further education financial management and data collection

Individualised Learner Record (ILR) and other learner data, capital transactions for sixth-form colleges, submitting accounts.

General information and guidance

  1. 16 to 18 minimum standards

    This document sets out the minimum standard measure applied to all schools and colleges for 16- to 18-year-olds to 2017.

  2. Capital transactions: sixth-form colleges

    Statutory guidance setting out the responsibilities of sixth-form colleges (SFCs) regarding capital transactions.

  3. Financial accountability arrangements for colleges planning a merger

    Information on the introduction of a number of special financial accountability arrangements to support colleges merging as part of the area review programme.

  4. How to submit sixth-form colleges' accounts to EFA

    Guide for all sixth-form colleges on submitting their accounts as at 31 July to the Education Funding Agency

  5. Individualised Learner Record (ILR)

    Information to help further education (FE) providers collect, return and check the quality of Individualised Learner Record (ILR) and other learner data.

  6. Sixth-form college capital transactions: forms

    Forms SF1 (significant disposals) and SFC2 (significant acquisitions) for capital transactions in sixth-form colleges.

Data collection for further education providers

Data collection maintenance schedule, management information reports, data library, business operations systems assistance.

  1. 16 to 18 data and management information (MI) reports

    A user guide and technical annex to support the 2017 release of 16 to 18 FE data and management information.

  2. Data collection maintenance schedule

    The table details Individualised Learner Record (ILR) data collection periods, planned learning aims reference data updates and proposed essential maintenance windows.

  3. FE data library: vocational qualifications archive

    Information on qualifications designed to fit a person for employment.

  4. Interactive post-16 school census tool

    An interactive tool to help schools and academies submit an accurate autumn census return.

  5. Qualification achievement rates and minimum standards

    Key information and guidance about qualification achievement rates (QAR) and minimum standards.

  6. SFA business operations : help and support

    How to get help and advice about the SFA business operations system applications.

  7. Uplift factors and postcode files

    Information on area cost uplifts and disadvantage uplift factors that apply to individual postcodes and lower layer super output areas (LLSOAs).

Financial management for further education providers

Preparing colleges' annual financial statements, funding rates and formula, exceptional support, advanced learner loans.

  1. 16 to 19 education: financial management and assurance

    Information about financial assurance and financial management of 16 to 19 institutions funded by Education Funding Agency (EFA).

  2. Commercial and charitable providers: Model EFA contract for services

    This is a model EFA contract for services for commercial and charitable providers for the 2016 to 2017 and 2015 to 2016 academic year.

  3. EFA and SFA suppliers' bank details form

    Form for suppliers to use to notify the Education Funding Agency and Skills Funding Agency of their bank details.

  4. ESFA financial health assessment

    Sets out how the ESFA assesses the financial health of non-college training organisations that it holds or may hold a contract with.

  5. ESFA: financial planning handbook and financial plan

    Guidance for sixth-form and further education colleges on preparing and submitting their financial plan and supporting commentary.

  6. ESFA: funding rates and formula

    Explains the ESFA funding system and rates for the adult education budget, apprenticeships, advanced learner loans and the bursary, ESF and 16 to 18 traineeships.

  7. Financial management: helping colleges to account for funding

    Supports FE colleges in submitting financial returns.

  8. Funding allocations and performance management for FE providers

    Provides performance management rules, guidance on the funding claims process and funding year contract values.

  9. Post-16 audit code of practice

    Sets out the common standard for the provision of assurance in relation to funding of post-16 providers. Includes guidance on the annual assurance arrangements for sixth-form and further education colleges and their auditors.

  10. SFA financial assurance: demonstrating appropriate use of funds

    To provide assurance that SFA funds have been used by providers for the intended purposes.

Local authority further education financial reporting and assurance

Audit guide for 16 to 19 Bursary Fund, post-16 learners grant returns.

  1. 16 to 19 Bursary Fund: local authority audit guide

    A non-mandatory audit guide for LA’s to gain assurance that institutions are administering the 16 to 19 Bursary Fund correctly.

  2. 16 to 19 education: financial management and assurance

    Information about financial assurance and financial management of 16 to 19 institutions funded by Education Funding Agency (EFA).

  3. Local authorities: adult education budget and apprenticeship funds return 2017 to 2018

    Guide for local authorities making adult education budget and apprenticeship funds return relating to Education and Skills Funding Agency funding by 30 April 2018.