Summary of changes for C08031

HESA FSR with HE-BCI Survey Collection 2008/09

Summary of changes

Version 1.0 Produced 2009-07-21

Listed below are details of the cumulative changes to the 2008/09 Finance Statistics Return with Higher Education - Business and Community Interaction Survey (C08031).

From 2008/09 onwards the Higher Education - Business and Community Interaction Survey (HE-BCI Survey) will be collected alongside the HESA Finance Statistics Return (FSR) under the new collection name Finance Statistics Return with Higher Education - Business and Community Interaction Survey (FSR with HE-BCI Survey).

HE-BCI data was previously collected by HEFCE on behalf of the UK Stakeholder's group. The HE-BCI Survey underwent significant change in its early years. However since 2003-04 the HE-BCI Survey has informed funding in England. Given the now stable nature of the return a decision was taken to transfer collection to HESA, thereby aligning it with other UK-wide collections. By incorporating the HE-BCI Survey into the HESA FSR it is hoped burden will be reduced by using common data return standards. It is further hoped that the integration of HE-BCI with the FSR will allow for cross-checks to be made between the two during data collection, thus improving data quality.

With integration of the HE-BCI Survey with the FSR, there was a need to address the mechanism used for collection of the information. The HE-BCI Survey consists of two sections: the first (Part A) is a qualitative questionnaire that will be collected by HESA as a web form and the second (Part B) is a set of quantitative data, which will be collected in a separate Excel workbook, in parallel with the FSR. Institutions should submit the return, comprised of completed web form and templates, to HESA by 23 December each year.

The Finance Statistics Return and the Higher Education - Business and Community Interaction Survey (Part B) will be distributed by HESA as spreadsheet template files to be completed and returned by institutions. The templates (in .xls format) for the returns are available for institutions to download from http://www.hesa.ac.uk/08031. Data must be returned using the two templates provided by HESA for the 2008/09 year.

Once completed, these files should be returned using the HESA data collection system. To complete the Higher Education - Business and Community Interaction Survey, the web form and both templates must be submitted and the templates passed commit stage validation before the return can be set to credible and signed-off. Guidance on submitting data to HESA is available from https://submit.hesa.ac.uk/help.

Note that the (non-functional) templates are provided to illustrate the structure and general content of the collection. It is likely that there will be some changes before finalising this information in the light of recently released updated model financial statements

Template changes

For 2008/09 the FSR and HE-BCI Survey (Part B) templates have been restyled, the numbering systems of the rows and columns updated and each table placed on a separate worksheet within the workbooks. The 4-digit HESA institution identifier (INSTID) has been replaced by the 8-digit UK Provider Reference Number (UKPRN), which is the unique identifier allocated to institutions by the UK Register of Learning Providers (UKRLP). Adoption of the UK Provider Reference Number (UKPRN) is a key element in the standardisation of data definitions between stakeholders' systems. It is envisaged that, over time, all stakeholders will adopt the UKPRN as the primary identifier for institutions.

There are some additional changes to the FSR and HE-BCI Survey templates as a result of consultation detailed as follows:

1. Changes to FSR

The FSR template has been updated to incorporate a new table (Table 2 Statement of recognised gains and losses) to reflect the HE SORP and to include changes to Table 5a, 5b, 6a, 6b and 7 as requested by the Research Councils.

• Table 2 Statement of recognised gains and losses. This new table has been added to mirror the format of the HEI's audited financial accounts and the HE SORP.

• Tables 5a and 5b Research grants and contracts - a breakdown of income by cost centre has been created by splitting the previous year's Table 4 between various sources of income, namely Department for Business, Innovation and Skills (BIS) Research Councils, Royal Society and British Academy in Table 5a and Other sources of income in Table 5b. This was requested by the Research Councils to allow them to draw on data from across the data streams of the Student and Staff records to better monitor and report on the use of Research Council funds.

• Table 6a Tuition fees and education grants analysed by domicile, mode, level and source (previously Table 5a) includes some additional rows:
  • For Institutions in England and NI:
    • Full-time postgraduate has been split into Full-time postgraduate taught and Full-time postgraduate research.
    • Part-time postgraduate has been split into Part-time postgraduate taught and Part-time postgraduate research.
  • For institutions in Scotland:
    • Full-time postgraduate standard rate has been split into Full-time postgraduate taught standard rate and Full-time postgraduate research standard rate.
    • Full-time postgraduate non-standard rate has been split into Full-time postgraduate taught non-standard rate and Full-time postgraduate research non-standard rate.
    • Part-time postgraduate has been split into Part-time postgraduate taught and Part-time postgraduate research.
  • For institutions in Wales (for both Home domicile and EU domicile):
    • Full-time postgraduate new rate has been split into Full-time postgraduate taught new and Full-time postgraduate research new.
    • Full-time postgraduate new rate has been split into Full-time postgraduate taught continuing and Full-time postgraduate research continuing.
    • Part-time postgraduate rate has been split into Part-time postgraduate taught and Part-time postgraduate research.

Income from fees is currently split between full-time and part-time students and between undergraduate and postgraduate students. It was requested by the Research Councils that this additional level of detail was added to distinguish between postgraduate taught and postgraduate research students.

• Table 6b Income analysed by source (previously Table 5b) Sub-Head 3a BIS Research Councils, Royal Society and British Academy has been split out into the individual Research Councils: BBSRC, MRC, NERC, EPSRC, ESRC, AHRC and STFC plus Royal Society and British Academy. This part of the table will not require completion and will be derived from the totals returned in Table 5a. This was requested by the Research Councils to mirror the changes in Tables 5a and 5b.

• Table 7 Expenditure by activity (previously Table 6) Sub-Head 7a BIS Research Councils, Royal Society and British Academy has been split out into the individual Research Councils: BBSRC, MRC, NERC, EPSRC, ESRC, AHRC and STFC plus Royal Society and British Academy. This was requested by the Research Councils to mirror the changes in Tables 5a and 5b.

2. Changes to the HE-BCI Survey

The HE-BCI Survey template has been updated to reflect a request by the HE-BCI Survey Stakeholders:

• Table 1 Research related activities Head 1 Collaborative research involving public funding has been disaggregated by source into public funding and collaborative contribution, where the collaborative contribution can be returned as both cash and in-kind. This disaggregation would permit analysis of activity in terms of economic impact.