Understand your funding: using the dashboard
Updated 15 April 2024
Applies to England
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This publication is available at https://www.gov.uk/government/publications/check-ilr-reports-for-possible-data-errors-in-your-return/understand-your-funding-using-the-dashboard
Understand your funding is a new dashboard within the submit learner data service that shows the funding values that are calculated using the data you provide. This guidance explains how the dashboard gathers, calculates and displays your data.
Development of this dashboard is ongoing. Your feedback will help us improve it.
1. Dashboard data
All data in your dashboard is generated from your latest individualised learner record (ILR) file submission. The data updates almost instantly each time you submit an ILR or earnings adjustment statement (EAS) file.
The funding values in the dashboard are indicative earnings and reflect the latest file submission. The values you will be paid may be different to what you have earned from your latest file submission, for example due to capping. The values you will be paid are not included in the dashboard.
2. How the funding values are calculated
Funding values in the dashboard will match those in funding reports, as they are calculated in the same way. Funding earned through your file submissions and actual payments made may differ.
The dashboard aggregates the funding for each month by funding model.
It combines data from the ILR and the EAS files to calculate indicative funding.
The months in the dashboard are when you delivered the learning (or the month of the learner’s achievement date, for example) rather than the month when you might expect to be paid for this.
2.1 What’s included in the calculations
Funding value calculations take account of all ILR valid learners, including apprentices with data locks, although some learners may not generate any funding.
2.2 Funding included for each funding model
FM25 – 16 to 19:
- programme earnings
- some adult funded traineeship learners whose funding values are calculated by the 16 to 19 funding calculation
FM35 – adult skills:
- programme earnings
- learning support earnings
FM36 – apprenticeships:
- indicative programme earnings (or indicative government co-investment for non-levy delivery not on apprenticeship service)
- English and maths earnings
- framework uplift earnings
- disadvantage earnings
- additional payments for providers
- additional payments for employers
- additional payments for apprentices
- learning support earnings
FM37 – skills bootcamps:
- fully funded and co-funded milestone earnings
FM81 – other adult:
- apprenticeship trailblazers, including:
- core government contribution
- English and maths earnings
- employer incentive payments
- learning support earnings
FM99 – non-funded:
- loans bursary funding
- loans bursary area cost uplifts
3. Funding timelines
Funding is calculated by calendar month. For 16 to 19 funded learners, funding will show against the calendar month in which they started, or against August for continuing learners.
Return periods (R01 to R14) are when you return ILR data. R01 to R12 periods close on the 4th working day of each month. R13 closes in mid-September. R14, the final return, closes in mid-October. As a result, there is overlap between calendar months and return periods.
Valid and invalid learner numbers are based on the return periods. Year on year learner numbers show learners in learning within each calendar month.
We combine both monthly and return period data sources and display them on the dashboard.
4. Terminology
- Year to date (YTD): this depends on the active return period. For example, if we are in R04, the dashboard will calculate all funding from August up to and including the month of November.
- End of year (EOY): this looks at the projected end of year funding where YTD values are added to the projected rest of year values. This gives a total for what funding will look like at the end of the academic year based on your latest ILR file submission.
- Projected values: these are projections based on your latest ILR file submission. They include on-programme funding but not completion or achievement funding that could be generated in the future. Projected values are illustrative and show how the end of the current year will look based on the latest submitted data. If circumstances change, the projected funding may change. Values are calculated in the same way as they are in funding reports.