12/03 - October

C11031 Preparation Guide

2011/12 HESA FSR with HE-BCI survey collection (Ref: C11031)

This preparation guide is designed to impart key information about the FSR with HE-BCI survey collection and should be used in conjunction with the C11031 coding manual.     

Please note: the C11031 data collection will be opening for data submission earlier than hitherto, in mid November 2012.  

Contents

Data Collection system features

New! Test commit functionality

For 2011/12 institutions will be able to process a test commit transaction. This facility will enable institutions to locally quality check their data using the commit stage reports ahead of committing it for analysis by HESA. Data and reports from a test commit will not be reviewed by HESA and institutions will not need to request a decommit in order to update or amend their data.

New! Summary Report retention

The Summary Report produced following the submission of the HE-BCI Part A will now be retained on the data collection system for all submissions. This will enable institutions to review previous iterations of the survey.   

New! Comparison of HEFCE Financial Tables to HESA FSR

A new report will be available following a successful full or test COMMIT which will provide a comparison between the HEFCE financial tables and the FSR.

This report will be available for institutions in England and Northern Ireland only.

This report will be marked by the following icon: 

Reminders

Record contact changes

The record contact is the first point of communication during data collection. Access and PIN codes will be sent out to your institution's nominated record contact. If these details have changed please ensure you notify liaison@hesa.ac.uk to prevent any delay in the receipt of these codes.

Published accounts

Institutions in Scotland and Wales are requested to send HESA a copy of their published accounts as soon as they are available and no later than 14 December 2012. Copies should be emailed to liaison@hesa.ac.uk or posted to 95 Promenade, Cheltenham, Gloucestershire, GL50 1HZ

Interaction with colleagues

The FSR with HE_BCI survey, Student and Staff records all require the provision of cost centre information. Please ensure you liaise with your colleagues responsible for completing the Student and Staff returns in order to ensure consistency of reporting.

Colleagues at institutions in England and Northern Ireland are also reminded to liaise with those colleagues responsible for completing the HEFCE Financial Tables. As part of the data quality assurance process checks are run by HESA for consistency between the HESA FSR, the institutions published accounts and the HEFCE Financial Tables. From 2011/12 these checks will be visible in the Annual Accountability report produced following a successful full or test commit transaction.

Rounding issues

Institutions are reminded that both the FSR and HE-BCI Part B spreadsheets should be completed to the nearest thousand pounds.  

Statutory Customer Guidance

Income from charities (Table 5b)

Institutions are reminded to record whether charity research income was obtained through an open competitive process or other. Guidance on the definition of an open competetive charity can be found within the Table 5 guidance notes.

Institutions in Scotland - HE-BCI now compulsory

Institutions in Scotland are reminded that the HE-BCI is now mandatory and must be completed. 

Key documents

C11031 Timescales

The full timescales for data collection can be viewed at C11031 Timescales. 

Revision history

Institutions should ensure that they refer to the most recent version of the coding manual. Any changes to the coding manual are listed within the Revision history.

Templates

The templates for submission of the FSR and HE-BCI Part B can be downloaded from the C11031 coding manual. Institutions should ensure that they submit their data on the most recent template version.

Collection user guide

The FSR with HE-BCI collection user guide provides step-by-step guide on how to submit data to HESA.  

Minerva user guide

The Minerva user guide provides detailed help with using the data quality database.

Need Help?

Contact the Institutional Liaison team on 01242 211144 or email liaison@hesa.ac.uk.