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.

An overview of 16 to 19 funding is available on GOV.UK. This includes how 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 each year that all post-16 education institutions receiving EFA formula funding should comply with.

Maths and English conditions of funding post-16

Information on the condition of funding for post-16 students without GCSE grade C in maths and/or English is available on GOV.UK.

Information for institutions 2016 to 2017

Funding regulations 2016 to 2017

The funding regulations guide for 2016 to 2017 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 2016 to 2017 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 2016 to 2017 gives technical advice on making final funding claims. It also sets out the reconciliation process for contract institutions.

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

Sub-contracting controls 2016 to 2017

The sub-contracting controls guide for 2016 to 2017 sets out EFA compliance and control requirements and advice for all directly funded institutions that use third parties to deliver provision and includes notice of 2 significant new restrictions.

The first applies to maintained schools and academies that have whole programme sub-contracting arrangements (both local and at a distance) and the second applies to colleges sub-contracting provision wholly or substantially to a special school for provision for 19 to 25 HNS. Any institutions with sub-contracted provision are advised to ensure that they review the guidance and take the required actions.

Information for institutions 2015 to 2016

Funding regulations 2015 to 2016

The funding regulations guide for 2015 to 2016 provides the funding principles, rules on eligibility, and other regulations used in the 16 to 19 funding model.

Sub-contracting controls 2015 to 2016

The sub-contracting controls guide for 2015 to 2016 sets out EFA compliance and control requirements and advice for all directly funded institutions that use third parties to deliver provision.

Rates and formula

The rates and formula guide for 2015 to 2016 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 2015 to 2016 gives technical advice on making final funding claims. It also sets out the reconciliation process for contract institutions.

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

The contract institution reconciliation workbook supports institutions in understanding the main document. It gives the tables from annex C in spreadsheet format, so that institutions can see how the values are calculated. There is also an example of how clawback is calculated and applied to profile payments.

Information for institutions 2014 to 2015

Funding guidance for young people 2014 to 2015

Additional resources for institutions

The document the process for seeking young people’s funding for qualifications describes the process involved in seeking public funding in England for the delivery of a qualification to students up to the age of 19 years old.

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:

Model contract for services/funding agreements

Funding guidance for previous years

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

Current advice on recording planned hours

The latest information on planned hours is available on GOV.UK.