Revision history
HESA FSR with HE-BCI Survey Collection 2008/09 |
return to index |
Revision history
Version 1.6 Produced 2009-12-14
This table lists changes and additions to the record specification and supporting documentation.
| Date | Documentation version |
Element | Element version |
Notes |
| 2009-12-14 |
1.6 |
FSR Table 2 - Consolidated statement of recognised gains and losses | 1.1 |
Note added to end of Table 2 guidance regarding the completion of the transfer of endowments, stating that this should be placed under Head 5 Endowments withdrawn, to ensure that the table balances |
| 2009-11-27 |
1.5 |
Collection home page | 1.5 |
Downloadable files section. Guidance added to highlight the need to save Excel® 2007 .xlsx files as Excel® 2003 .xls format |
| 2009-11-27 |
1.5 |
HE_BCI Survey Part A questions and guidance | 1.3 |
Question 1 question text changed from '(Tick three only)' to '(Tick three)' and guidance added 'Please select the most appropriate three options for the HEI as a whole'
Question 2 options text changed from 'Transportation and storage' to 'Transport and storage' Question 21a and 21b question/options updated. The option rows 'IP Group', 'Imperial Innovations' and 'Biofusion' have been removed and inserted as examples into the question Question 21b guidance updated. This has been changed from 'Support for start-ups based on HEI generated IP and without HEI ownership - as defined under Table 4 of Part B' to 'Support for start-ups (not based on HEI generated IP) - as defined under Table 4 of Part B' Question 25 updated. Text within this question has changed from '(Rank the options where 1 is the highest)' to '(Rank the options 1-5 (where 1 is the highest))' |
| 2009-11-27 |
1.5 |
Changes to HE-BCI Survey Part A (pdf) document | 1.2 |
Question 21a and 21b question/options updated. The option rows 'IP Group', 'Imperial Innovations' and 'Biofusion' have been removed and inserted as examples into the question |
| 2009-11-27 |
1.5 |
Check_Documentation (xls) | 1.1 |
Check_document_HEBCI_Part_B sheet - conditional formatting amended
2009_2008_Difference sheet - cell L-R 27-30 references corrected All comments sheet - minor format amendments DATA sheet - brackets added round the minus calculations of KFI ratios 30b, 33b and 38a in column AC |
| 2009-11-27 | 1.5 |
Frequently asked questions | 1.1 |
Question 16 and 17 added to the HE-BCI section, referring to the ability to view last year's Part A responses |
| 2009-11-27 |
1.5 |
FSR Tables 5a and 5b - Research grants and contracts | 1.4 |
Guidance in paragraph 3 amended relating to where an organisation makes a grant on behalf of other organisations in the form of a joint award and also where a body makes an award in its own right |
| 2009-11-10 |
1.4 |
FSR Tables 5a and 5b - Research grants and contracts | 1.3 |
Guidance for Column 6 EU government bodies amended to clarify circumstances in which TEMPUS and ERASMUS research income can be returned under this column |
| 2009-11-10 |
1.4 |
FSR Table 6b - Income analysed by source | 1.2 |
Guidance for Sub-head 4g Other operating income amended to clarify circumstances in which TEMPUS and ERASMUS research income would not be included under this column |
| 2009-11-10 |
1.4 | HE-BCI Survey Table 2 - Business and community services |
1.2 |
Head 3 Example 4 updated. NHS nursing CPD to be returned under Table 2 Sub-head 3c (CPD for other non-commercial organisations) rather than Table 3 Sub-head 1c (UK government regeneration funds) as previoulsly stated |
| 2009-11-10 |
1.4 |
HE_BCI Survey Part A questions and guidance |
1.2 | Question 15 updated to exclude academic-related staff |
| 2009-11-10 |
1.4 |
08031 FSR template (xls) | 1.3 |
Validation formulae for 31064 and 31065 amended from '>0' to '<>0', and references to Royal Society of Edinburgh spelt out in full. Title page amended |
| 2009-11-10 |
1.4 |
08032 HE_BCI Survey Part B (xls) |
1.3 |
Title page amended |
| 2009-11-10 |
1.4 |
HE-BCI Nil return sign-off slip | N/A |
Added |
| 2009-11-10 |
1.4 |
Check_Documentation (xls) - added |
1.0 |
Added |
| 2009-10-16 | 1.3 |
FSR Tables 5a and 5b - Research grants and contracts | 1.2 | New paragraph 8 added, requiring renumbering of following paragraph numbers, plus changes to: 1, 3, 4, 5, 6, 7, 8, 9, 10 and 11. The Royal Society of Edinburgh now specifically referenced |
| 2009-10-16 | 1.3 |
FSR Table 6a - Tuition fees and education contracts |
1.1 | Change to Head 4 above paragraphs 26 and 27. Reference to head in Table 7 has also been updated in paragraph 5 |
| 2009-10-16 | 1.3 |
FSR Table 6b - Income analysed by source |
1.1 | Change to title of Head 2 plus additions to paragraph 21, references to heads in Table 7 have also been updated in paragraphs 8 and 13 |
| 2009-10-16 | 1.3 |
FSR Table 7 - Expenditure by Activity | 1.2 |
Changes to heading numbers 3-9 amended to 2-8. References to these titles throughout guidance have also been updated. Paragraph 39 now refers to The Royal Society of Edinburgh |
| 2009-10-16 |
1.3 | HE-BCI Survey Part A questions and guidance | 1.1 |
Additional instructions - Q4, Q9 and Q25 Option added - Q5, Q11, Q17, Q22 and Q29. Questions and options also added as PDF |
| 2009-10-16 | 1.3 |
HE-BCI Survey Part B Table 5 - Social, community and cultural engagement | 1.1 |
Change to HEBCI Part B Table 5 - paragraph 9 |
| 2009-10-16 |
1.3 | 08031 FSR template (xls) |
1.2 | Table 7 heading numbers 3-9 changed to 2-8 to be consistent with other table. Label references to The Royal Society and The Royal Society of Edinburgh have been made consistent throughout tables to match the guidance |
| 2009-10-16 |
1.3 |
08032 HE-BCI Survey Part B (xls) | 1.2 |
The template for HE-BCI Survey Part B has been updated to include free text cells for Table 5: Social, community and cultural engagement: designated public events. These free text cells will enable institutions to detail other social, community and cultural events which cannot be categorised under Sub-heads a-d |
| 2009-10-16 |
1.3 |
Process Diagram | 1.0 |
A page containing a process diagram has been added to the Additional guidance section |
| 2009-10-16 | 1.3 | Notes on income from charities for HEFCE-funded HEIs |
1.1 | Change to title, new paragraph 14 added, requiring renumbering of following paragraph numbers, plus changes to 2, 12 and 17 |
| 2009-10-16 | 1.3 | Changes to HE-BCI Survey Part A (pdf) document | 1.1 | Changes to HE-BCI Survey Part A (pdf) document: Additional instructions - Q4, Q9 and Q25 Option added - Q5, Q11, Q17, Q22 and Q29 |
| 2009-10-16 |
1.3 |
Frequently asked questions |
1.1 |
Frequently asked questions have been added under the Additional guidance section |
| 2009-09-04 |
1.2 |
Timescales |
1.0 |
Timescales for data collection published |
| 2009-09-04 |
1.2 |
FSR Table 3 - Consolidated balance sheet |
1.1 | Guidance notes revised. 'Minority Interest' has been added to RESERVES as Head 14d, to match change applied to 08031 FSR template (xls) |
| 2009-09-04 | 1.2 |
FSR Table 7 - Expenditure by activity |
1.1 |
Guidance notes revised. Head 2 'Total academic services' changed to Head 3 'Total academic services'. Head 3 'Administration and central services' changed to Head 4 'Administration and central services'
|
| 2009-09-04 |
1.2 |
08032 HE-BCI Survey Part B (xls) | 1.1 |
Template updated to add RECID |
| 2009-09-04 |
1.2 | 08031 FSR template (xls) | 1.1 |
Template updated to add RECID Table 3 RESERVES 'Minority interest' has been added as head 14d Title Page Amendments to validation rules: Rule 31052 formula text corrected in cell E72 from 'Table_3(D44=D59)' to 'Table_3(D44=D60)' Rule 31053 formula text corrected in cell E73 from 'Table_3(F44=F59)' to 'Table_3(F44=F60)' Validation rules added: 31064 If NET PENSION ASSET/(LIABILITY) is non zero then Pension reserve must be non zero (Title_Page row 83) 31065 If NET PENSION ASSET/(LIABILITY) is non zero then Pension reserve must be non zero (Title_Page row 84) 31066 Share of gross liabilities must be less than or equal to zero (Title_Page row 85) 31067 Share of gross liabilities must be less than or equal to zero (Title_Page row 86) |
| 2009-07-21 |
1.1 |
HE-BCI Survey Part A questions and guidance | 1.0 |
First release of HE-BCI Survey Part A questions and guidance |
|
2009-07-21 |
1.1 |
1.1 |
Head 1: additional guidance on return of 'in-kind' contributions. Guidance added that projects should be returned dependent upon the row the primary funder falls under Sub-head 1d: description of 'not-for profit' contributions and link to Charities Commission website added |
|
| 2009-07-21 | 1.1 |
HE-BCI Survey Part B Table 2 - Business and community services |
1.1 |
General guidance on Table 2: guidance on the return of cash added
Head 1: further guidance on who is able to carry out consultancy included Head 3: type of CPD and CE course income for inclusion under this head, and income not to be included under this head, clarified |
| 2009-07-21 |
1.1 | HE-BCI Survey Part B Table 3 - Regeneration and development programmes | 1.1 | Guidance on the inclusion of Economic Challenge Investment Funding (ECIF) and Knowledge Transfer Accounts funding added. Link to EPSRC website included to provide further details |
| 2009-07-21 | 1.1 |
HE-BCI Survey Part B Table 4 - Intellectual property (IP) | 1.1 |
Minor format amendment to paragraph numbering |
| 2009-07-21 | 1.1 |
08031 FSR template (xls) | 1.0 |
First release of the functional FSR template (xls), including Business rules.
Changes from non-functional version: Table 1: Head 8 'Surplus/(deficit) for the year transferred to accumulated income in endowment funds' changed to ‘Transfer from/(to) accumulated income in endowment funds'; Head 2c 'Depreciation of fixed assets' changed to 'Depreciation' Table 2: 'Consolidated' added to title; Head 1 'SURPLUS/(DEFICIT) ON CONTINUING OPERATIONS AFTER DEPRECIATION OF ASSETS AT VALUATION AND DISPOSAL OF ASSETS AND TAXATION' changed to 'SURPLUS/(DEFICIT) ON CONTINUING OPERATIONS AFTER DEPRECIATION OF ASSETS AND TAXATION' in line with the SORP 2007 model accounts Table 3: Head 1 'Investments in joint ventures' removed and amalgamated with Heads 1d and 1e in line with SORP 2007 model accounts; Head 14ii 'Minority interest' removed in line with the SORP 2007 Table 6a: 'Total England and NI' changed to 'Total English and NI fees'. Similar format applied for Scotland and Wales |
| 2009-07-21 | 1.1 |
08032 HE-BCI Survey Part B (xls) | 1.0 | First release of the functional HE-BCI Survey Part B (xls), including Business rules |
| 2009-07-21 | 1.1 |
FSR Tables 5a and 5b - Research grants and contracts
|
1.1 |
New text added under guidance for Columns 2 and 3 (UK based charities - Open competitive process and Other) to include organisations recognised as charities by the Office of the Scottish Charity Regulator; and Column 4 (UK central government bodies/local authorities, health and hospital authorities) to include recognised charities |
| 2009-07-21 | 1.1 | Summary of changes for C08031 | 1.0 | Summary of changes for C08031 document added under Additional guidance. (This information was previously contained within the Release notes documentation of Version 1.0 of this manual) |
| 2009-04-22 | 1.0 | n/a | n/a | Release 1.0 of the coding manual |
