Guidance

ESFA funding claims and reconciliation

Information for education and skills training providers on submitting a funding claim to ESFA.

Documents

Funding claims user guide

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Details

2019 to 2020 funding claims

Year-end forecast funding claim 2019 to 2020

We have updated our 2019 to 2020 funding claims guidance in response to the coronavirus (COVID-19) pandemic. Providers with the allocations listed below no longer need to complete a year-end forecast funding claim in June 2020:

  • ESFA adult education budget (AEB) – Adult Skills and Community Learning – grant-funded
  • ESFA AEB – 19 to 24 Traineeships (procured)
  • Advanced Learner Loans Bursary (ALLB) – grant-funded
  • ESFA AEB – Adult Skills Learner Support – paid-on-profile (AEB procured)
  • 16 to 19 Education

We will provide a separate update on the final claim later in May.

How to submit a funding claim

This document informs colleges and training providers for which funding streams they are required to submit a funding claim and how to make a claim for the 2019 to 2020 funding year.

2019 to 2020 mid-year forecast funding claim

The form will be available following the R06 data collection on Submit Learner Data.

The claim form will be available from 9am on Monday 10 February 2020. You must submit your claim by 5pm on Thursday 13 February 2020. Once you have submitted your claim you will also be able to view it on Manage your education and skills funding. You will not be able to complete the form after the deadline. If you do not submit a claim by the deadline, we will record a nil return.

Failure to submit the form will be a breach of your agreement.

Previous years’ information

For information on funding claims for 2017 to 2018 and 2018 to 2019 please visit the National Archives.

Published 24 February 2014
Last updated 6 May 2020 + show all updates
  1. We have updated our guidance on year-end forecast funding claims: providers with selected allocations no longer need to submit a year-end forecast funding claim for 2019 to 2020

  2. We have added the Funding claims user guide

  3. We have updated information relating to submission of 2018 to 2019 Final Reconciliation Statements.

  4. We have updated the funding claims user guide for 2018 to 2019

  5. We have updated the 2018 to 2019 funding claims deadline

  6. We have added the 2019 to 2020 funding claims guidance

  7. We have published the funding claims user guide to help providers submit their funding claims.

  8. We have updated the deadlines to make your final funding claims.

  9. We have published information on 2018 to 2019 reconciliation.

  10. We have published the mid-year funding claims user guide for 2018 to 2019.

  11. We've updated the 'How to submit a funding claim' guide for the 2018 to 2019 funding year.

  12. We have published updated information on the 2017 to 2018 reconciliation policy including over-delivery payments and Apprenticeships and 16-18 traineeships over-delivery.

  13. The final funding claim collection for colleges and training providers is now open. Claims must be submitted in the Hub by Monday 29 October, and claims must be signed off by Manage your education and skills funding (previously known as, Skills funding service) by Wednesday 31 October.

  14. We've published information that the opening of the final funding claim collection for colleges and training providers has been delayed and will now open on Monday 22 October.

  15. We've published a user guide for final funding claims for 2017 to 2018.

  16. Added a user guide for year-end funding claims for 2017 to 2018.

  17. We have amended the date providers can submit (if applicable) an exception case following the final claim process to 21 December 2018. We have also brought forward the date any reconciliation clawback/payment will be actioned from to December 2018.

  18. Mid-year funding claims for 2017 to 2018 – user guide published.

  19. Updated information on how to submit a funding claim.

  20. Updated information about 2016 to 2017 final reconciliation statements.

  21. Updated funding claims user guide.

  22. Editorial change detailing 2016 to 2017 year-end reconciliation statements made to page on 28 September 2017.

  23. Updated user guide.

  24. Added the funding claims user guide.

  25. Updated guidance for providers that have to submit a funding claim for 2016 to 2017.

  26. Added information about the final reconciliation statements for the 2015 to 2016 funding year.

  27. Updated funding claims 2015 to 2016 - user guide.

  28. Added a note for providers funded through a grant for their adult skills budget.

  29. Updated funding claims guidance document and user guide.

  30. New version of SFA funding claims user guide uploaded on 15 February 2016.

  31. New version of SFA funding claims user guide uploaded on 5 February 2016

  32. SFA Funding Claims 2015 to 2016 User Guide uploaded on 25 January 2016.

  33. We have now published the Funding Claims 2015 to 2016 document.

  34. October 2015: now published - revised versions of the claim forms for Adult Skills Budget and Discretionary Learner Support.

  35. Updated SFA funding claim: community learning forms.

  36. We have published a new version of the Funding Claims document. We now request you submit a copy of the signed final funding claim form by attaching a scanned version to the Hub rather than by post. You still need to do this by the deadline date published in Annex A. We have amended paragraphs 17, 40, 54 and 64 to reflect this change.

  37. Funding Claims 2014 to 2015 and the associated funding claims forms have now been published.

  38. Updated version of the Funding Claims 2013/2014 has now been published.

  39. First published.