Data collected in the learner funding and monitoring (FAM) entity is used to identify additional attributes of the learner that will either inform funding of the learner or additional monitoring.

All instances at institutions in England where Instance.FESTUMK = 1, 3 or 4 and Instance.REDUCEDI = 00 or 01

The LearnerFAM.LEARNFAMTYPE identifies the type of data to be collected and is recorded with an associated FAM Identifier. Both a LearnerFAM.LEARNFAMTYPE and LearnerFAM.LEARNFAMCODE are required for this data to be unique.

A maximum of fifteen LearnerFAM records can be returned for each learner.

If the LearnerFAM entity is returned then both the LearnerFAM.LEARNFAMTYPE and LearnerFAM.LEARNFAMCODE must be recorded.

This field should only be returned where a FAM type applies to the learner.

The following table shows the requirement for this field:

Where:
o means this field is optional and this field is completed in some circumstances for aims funded by the funding model.
nc means this field is not collected and this data is not collected or returned for aims funded by the funding model.

Eligibility for 16-18 funding entitlement (EFE) Max no. of occurrences: 1

This code should be used if the learner started their programme aged 16-18, is studying full-time (420 glh (guided learning hours) or more) across any 12 month period, and has access to tutorials and enrichment studies. If these conditions are not met in any given year then the learner is not eligible for 16-18 entitlement funding. Please see the Provider Support Manual for further information.

Learning difficulty assessment (LDA) Max no. of occurrences: 1

Additional Learning Support (ALS) Max no. of occurrences: 1

Additional learning support is: "any activity that provides direct support for learning to individual learners, over and above that which is provided normally in a standard learning programme which leads to their primary learning goal. The additional support is required to help learners gain access to, progress towards and successfully achieve their learning goals. The need for additional support may arise from a learning difficulty and disability, or from literacy, numeracy or language support requirements."

It is important to distinguish between additional learning support and learner support. The purpose of learner support funds is to provide financial help to learners whose access to, or completion of, education might be inhibited by financial considerations. These funds can assist learners with the costs of childcare, residential accommodation or general access needs.

Providers are expected to keep specific audit evidence for data recorded in this field. The learner's agreement should give a summary of the additional support to be provided and a copy of an additional learner support costs form should be retained with the learning agreement. The information contained on the form should be supported by further detailed costs analysis. This is intended as auditable evidence in support of a claim for additional support funds.

This field should be completed based on the projected ALS cost from the initial assessment and must not be updated once the actual ALS cost is known.

The projected cost of additional learning support (ALS) at the initial assessment determines which Agency will fund a learner aged 19-24 at the start of learning. The ALS projected cost threshold is currently £5,500 or more but this is subject to change.

If the learner is aged 19-24 at the start of learning and the projected cost of additional learning support is £5,500 or more then the learning will be funded by the EFA and code 107 should be recorded in the LearningDeliveryFAM.LEARNDELFAMCODE for Sources of funding (LearningDeliveryFAM.LEARNDELFAMTYPE = SOF).

If the learner is aged 19-24 at the start of learning and the projected cost of additional learning support is less than £5,500 then the learning will be funded by the Skills Funding Agency and code 105 should be recorded in the LearningDeliveryFAM.LEARNDELFAMCODE for Sources of funding (LearningDeliveryFAM.LEARNDELFAMTYPE = SOF).

If a learner funded by the EFA reaches the age of 25 before completing the learning aim, then any learning that continues into the following academic year will be funded by the Skills Funding Agency from the start of the next academic year. The value of LearningDeliveryFAM.LEARNDELFAMCODE field for Sources of funding (LearningDeliveryFAM.LEARNDELFAMTYPE = SOF), should be amended from code 107 to code 105 from the start of the next HESA reporting year.

Disadvantage Uplift Eligibility (DUE) Max no. of occurrences: 1

Some learners will qualify for a disadvantage uplift for two or even three reasons. Nearly half of the basic skills learners are already eligible for an uplift. In these circumstances, the provider may claim the highest uplift factor.

For further details on when to use code 96 refer to the funding guidance.

Learner Support Reason (LSR) Max no. of occurrences: 4

Where more than one category of learner support applies to a learner, the entity should be repeated up to four times to return each applicable LearnerFAM.LEARNFAMTYPE code.

Time off for study (code 41) is the government guarantee that any young person who has not reached level 2 and who has become employed in a job without training has the right (by law) to seek time off from their employer to receive training at level 2 or higher.

Discretionary Support Funds (DSF) Max no. of occurrences: 5

These codes are used to monitor the distribution of the enhanced discretionary support fund from the Skills Funding Agency.

Code 1 (19+ Hardship - fees) should only be used with prior agreement from the Skills Funding Agency. Refer to the Learner Support Programme Discretionary Funding Guidance and Requirements.

National Learner Monitoring (NLM) Max no. of occurrences: 2

Use of LearnerFAM.LEARNFAMCODEs:

Codes 12 - 14 are to monitor the ICT Pathfinder Project, and which aims to develop and pilot approaches to delivering the ICT Skills for Life curriculum.

Code 17 is used to identify learner records which are being migrated between providers as part of a merger. This code should be recorded on the learner record being migrated from the original provider and on the learner record at the new provider to allow the records to be matched.

Code 18 is used to identify learners moved to a different provider as a result of the Minimum Contract Level.