Guidance

ESFA funding claims and reconciliation

Information for education and skills training providers on submitting a funding claim to the ESFA for 2017 to 2018.

Documents

Mid-year funding claims for 2017 to 2018 - user guide

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Details

2016 to 2017 final reconciliation statements

Your 2016 to 2017 final reconciliation statement is now available to view on the Skills Funding Service. This is for all providers of education and skills training who are required to make a funding claim return for:

  • adult education budget
  • adult apprenticeships
  • advanced learning loans bursary
  • learner support
  • community learning
  • community learning mental health research project

To understand how your under delivery figure (where applicable) has been calculated, please refer to annex B within the Skills Funding Agency: common and performance management rules. This will be recovered in January 2018.

The following over-delivery will be funded (subject to published growth criteria), please note this only applies to the 2016 to 2017 funding year and is not a commitment to fund in future years:

  • adult education budget – all over delivery
  • adult apprenticeship – all over delivery
  • advanced learner loans bursary – all over delivery
  • learner support funded through a contract – all over delivery

Over delivery payments will be made in January 2018.

Submitting your funding claim on the Hub

Funding claims are submitted through the data collections tab on the Hub and must be completed within a 4 day window.

Published 24 February 2014
Last updated 18 July 2018 + show all updates
  1. 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.
  2. Mid-year funding claims for 2017 to 2018 – user guide published.
  3. Updated information on how to submit a funding claim.
  4. Updated information about 2016 to 2017 final reconciliation statements.
  5. Updated funding claims user guide.
  6. Editorial change detailing 2016 to 2017 year-end reconciliation statements made to page on 28 September 2017.
  7. Updated user guide.
  8. Added the funding claims user guide.
  9. Updated guidance for providers that have to submit a funding claim for 2016 to 2017.
  10. Added information about the final reconciliation statements for the 2015 to 2016 funding year.
  11. Updated funding claims 2015 to 2016 - user guide.
  12. Added a note for providers funded through a grant for their adult skills budget.
  13. Updated funding claims guidance document and user guide.
  14. New version of SFA funding claims user guide uploaded on 15 February 2016.
  15. New version of SFA funding claims user guide uploaded on 5 February 2016
  16. SFA Funding Claims 2015 to 2016 User Guide uploaded on 25 January 2016.
  17. We have now published the Funding Claims 2015 to 2016 document.
  18. October 2015: now published - revised versions of the claim forms for Adult Skills Budget and Discretionary Learner Support.
  19. Updated SFA funding claim: community learning forms.
  20. 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.
  21. Funding Claims 2014 to 2015 and the associated funding claims forms have now been published.
  22. Updated version of the Funding Claims 2013/2014 has now been published.
  23. First published.