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HESA Student Record 2013/14 - Learning delivery funding and monitoringLearningDeliveryFAM

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HESA Student Record 2013/14

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Learning delivery funding and monitoring


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Typeentity
Short nameLearningDeliveryFAM
Description

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

Applicable toEngland
Coverage

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

Notes

The LearningDeliveryFAM.LEARNDELFAMTYPE identifies the type of data to be collected and is recorded with an associated FAM code. Both a LearningDeliveryFAM.LEARNDELFAMTYPE and LearningDeliveryFAM.LEARNDELFAMCODE are required for this data to be unique.

If the LearningDeliveryFAM entity is returned then both the LearningDeliveryFAM.LEARNDELFAMTYPE and LearningDeliveryFAM.LEARNDELFAMCODE must be recorded.

Two new fields have been added to this entity for 2013/14, LearningDeliveryFAM.LEARNDELFAMFROM and LearningDeliveryFAM.LEARNDELFAMTO. These must be used when LearningDeliveryFAM.LEARNDELFAMTYPE = LSF or ALB. See the guidance notes for each of these types for further details.

The following table shows the requirement for this field:

FAM Type FAM Type Description Definition Reason required
SOF Source of funding The organisation or source from which funding has been received directly for this learning aim in this teaching year To identify the organisation or source from which funds have been received and to determine the extent of different sources of funding in the sector
FFI Full or co-funding indicator Indicates whether the learning aim is fully funded by the Skills Funding Agency or the Education Funding Agency To calculate the funding for learning aim
WPL Workplace learning To identify whether the programme or learning aim is classified as workplace learning as defined in the Skills Funding Agency's funding documentation To calculate the funding for the learning aim
EEF Eligibility for Enhanced Apprenticeship funding To indicate eligibility for enhanced funding To calculate funding and monitor eligibility for enhanced funding for Employer Responsive provision.
RES Restart indicator To identify whether the learner has restarted the learning aim Learning aim monitoring
LSF Learning support funding To identify whether the learner requires learning support funding for this learning aim To monitor and fund learning support for providers who are paid on actuals.
ADL 24+ Advanced learning loan indicator To identify whether the learning aim is financed by a 24+ Advanced learning loan Learning aim monitoring
ALB 24+ Advanced learning loan bursary funding To identify whether the learner is in receipt of 24+ Advanced Learning loan bursary funding for this learning aim To monitor and fund learners for loan bursary funding
ASL Community Learning provision type Identifies the type of Community Learning provision activity being undertaken To monitor the provision type for learning aims within this sector.
LDM Learning delivery monitoring Indicates participation in programmes or initiatives Learning aim monitoring
SPP Special projects and pilots Indicates participation in pilots or special projects Learning aim monitoring
NSA National Skills Academy indicator To identify delivery of learning by a National Skills Academy. To monitor learner numbers and performance of each National Skills Academy.

Source of funding Max no. of occurrences: 1

The source of funding identifies the organisation which has directly funded the learning aim and that passes funds directly to the institution. No attempt should be made to use this field to indicate sources beyond the one directly providing the funds.

The source of funding is closely linked to the funding model recorded for an aim. The following table gives an indication of the most likely code combination between the Funding model and Source of funding codes.

FUNDMODEL Source of funding
10 Always 105
25 Usually 107 (see Provider Support manual for further details)
35 Always 105
70 Always 105
81 Always 105
82 Always 107
99 Any code except 105 or 107 if applicable

Other sources of funding

  • If Instance.FUNDMODEL is completed with code 99 (No Skills Funding Agency or Education Funding Agency (EFA) funding for this learning aim) then this field must not contain codes 105 (Skills Funding Agency) or 107 (EFA).
  • Code 2 'Eligible for HEFCE funding' has been removed for 2013/14 and all continuing learning aims should be re-coded using code 1, HEFCE funded.
  • Code 108 should be used to record funding from the Skills Funding Agency (for Community Learning) that is paid through local authorities.
  • If the learning aim is financed by a 24+ Advanced learning loan, this field is not required and should not be returned.
  • If the learner or employer is paying the full cost of the learning aim, this field is not required and should not be returned.

Full or Co-funding indicator (FFI) Max no. of occurrences: 1

This field is collected for Instance.FUNDMODEL = 35.

LearningDeliveryFAM.LEARNDELFAMCODE = 01 should be used where the learning aim is fully funded by either the Skills Funding Agency

Code 02 should be used where the learning aim is co-funded by the Skills Funding Agency or EFA.

If the learning aim does not attract any funding from the Skills Funding Agency or the EFA, this would not be returned.

For 2013/14 the Full or co-funding indicator must be recorded on both programme aims and component aims of a programme.

This field is not collected for learning aims which are funded by Other Skills Funding Agency funding (Instance.FUNDMODEL = 81). For continuing learners from 2012/13 this should be removed, refer to Appendix B for details of coding for continuing learners.

Workplace learning Max no. of occurrences: 1

This field is collected when Instance.FUNDMODEL = 35, where applicable.

This should be used to indicate that the learner is undertaking workplace learning as defined in the Skills Funding Agency funding documentation.

All continuing workplace learning from 2012/13, as defined, must be recorded using the Workplace learning indicator. That is all learning aims that were recorded as Employer Responsive (Instance.FUNDMODEL = code 45), apart from those recorded as LearningDeliveryFAM.LEARNDELFAMTYPE = LDM and LearningDeliveryFAM.LEARNDELFAMCODE = 125 in the Learning Delivery Funding and Monitoring fields.

Eligibility for Enhanced Apprenticeship funding (EEF) Max no. of occurrences: 1

For 2013/14 the Eligibility for Enhanced Apprenticeship funding must be recorded on both programme aims and component aims of a programme.

LearningDeliveryFAM.LEARNDELFAMCODE = 1 has been removed for 2013/14.

Code 2 should be used where the learner is re-starting a programme on or after their 19th birthday but is entitled to 16 - 18 funding due to a break in learning (LearningDeliveryFAM.LEARNDELFAMTYPE = ALN).

If code 2 is recorded in this field, then code 1 'Fully funded' must be recorded in the Full/co-funding indicator field (LearningDeliveryFAM.LEARNDELFAMTYPE = FFI).

If the learner started an Apprenticeship programme aged 18 and then started one of the learning aims within that programme aged 19+, this field is not required.

Code 3 should be used where the learner is re-starting a programme on or after their 25th birthday but is entitled to 19-24 funding due to a break in learning. If code 3 is recorded in this field, then code 2 'Co-funded' must be recorded in the Full/co-funding indicator field. (LearningDeliveryFAM.LEARNDELFAMTYPE = FFI)

Restart indicator (RES) Max no. of occurrences: 1

This should be used to indicate that the learner has re-started a learning aim or Apprenticeship programme. It should only be used if the learner has transferred from another provider, has had a break in learning.

If the learner has re-started the entire Apprenticeship programme then the re-start indicator should be recorded against the programme aim and all the learning aims within the programme. If only one of the aims within the programme has been re-started then the Restart indicator is only recorded against that aim.

Where a learner has already undertaken some of the learning towards an aim and is restarting it then the Funding adjustment for prior learning field should be used to reduce the amount of funding claimed as applicable.

Learning support funding (LSF) Max no. of occurrences: unbounded

This field is collected when Instance.FUNDMODEL = 35, where applicable.

This should be used to indicate that the learner is undertaking workplace learning as defined in the Skills Funding Agency funding documentation .

This field must be completed by all providers in 2013/14 for Adult Skills funded learning (Instance.FUNDMODEL = 35) aims where learning support funding is being claimed.

See the Skills Funding Agency funding documentation for further details about learning support funding and evidence requirements.

This Funding and monitoring type replaces the Additional learning needs (ALN) and Additional social needs (ASN) types used in 2012/13. Any learning aims for continuing learners from 2012/13 that were recorded using LearningDeliveryFAM.LEARNDELFAMTYPE = ALN must be re-coded for 2013/14 using LearningDeliveryFAM.LEARNDELFAMTYPE = LSF.

This field is not collected for learning aims which are funded by Other Skills Funding Agency funding. For continuing learners where ALN or ASN was recorded in 2012/13, this should be removed.

For Apprenticeship or 14-19 Diploma programmes funded by the Adult skills funding model, this information is recorded only on the programme aim in 2013/14.

In addition to recording this Funding and monitoring type for this learning aim, the Learning Delivery Funding and Monitoring Date applies from and Date applies to fields must also be completed. A new learning aim does not need to be recorded if the learner's LSF status changes during their learning. Instead a new Learning Delivery Funding and Monitoring record for LSF should be created detailing the date that it applies from and to. The learning aim record remains unchanged.

24+ Advanced learning loan indicator (ADL) Max no. of occurrences: 1

This should be used to indicate that the learning aim is financed by a 24+ Advanced Learning Loan.

For this learning aim Instance.FUNDMODEL should be completed with 'No Skills Funding Agency or EFA funding', code 99.

If the learning aim is sub-contracted out to another provider, the 24+ Advanced Learning Loan indicator should only be returned by the lead provider who receives the funding from the Student Loan Company and not by the provider delivering the provision.

24+ Advanced learning loan bursary funding (ALB) Max no. of occurrences: unbounded

This field is collected for Aims financed by a 24+ Advanced learning loan (ADL 1) where applicable.

See the Skills Funding Agency funding documentation for further details.

In addition to recording this funding and monitoring type for this learning aim, the Learning Delivery Funding and Monitoring Date applies from and Date applies to fields must also be completed. If the learner's ALB funding band changes during their learning, a new Learning Delivery Funding and Monitoring record for ALB should be created detailing the date that it applies from and to.

Community learning provision type (ASL) Max no. of occurrences: 1

For 2013/14 the title of this field has been changed from ASL provision type

The ASL provision type must be recorded for all learning aims with Instance.FUNDMODEL = 10 'Community Learning'.

Learning delivery monitoring (LDM) Max no. of occurrences: 4

This field should be collected for all aims where applicable.

The Learning delivery monitoring codes document is available online, and contains all of the valid codes available for this field. It is not teaching year specific. The 'Valid from' column should be used to determine whether the code is valid for use.

The use of the unassigned codes is only to be authorised by the information authority, and should not be used by providers unless such authorisation has been published.

All learning aims starting on or after 1 August 2013 delivered through funding models 81 or 82 should be identified using a Learning Delivery Monitoring code. Providers will be informed which code to use by the funding agency. New monitoring codes should be requested from the Information Authority.

Special projects and pilots (SPP) Max no. of occurrences: 1

The Special projects and pilots codes are available online. This contains all of the valid codes available for this field, but is not teaching year specific. The 'Date valid from' column should be used to determine whether the code is valid for use.

The use of the unassigned codes is only to be authorised by the information authority, and should not be used by providers unless such authorisation has been published.

The Skills Funding Agency or EFA directorate responsible for running the project or pilot will inform providers involved of the code that should be used.

National Skills Academy indicator (NSA) Max no. of occurrences: 1

This field is collected for all Skills Funding Agency funded or Non-funded aims where applicable.

National Skills Academies (NSAs) are centres of excellence dedicated to driving up skills and becoming the lead for employers and providers for their sector. They are national centres developing networks of training providers including some Training Quality Standard accredited providers and Centres of Vocational Excellence.

The NSA network is continuing to expand with a view to developing an academy in each major sector of the economy.

NSAs represent a large investment of public funding and will deliver both funded and non-funded provision. In order to evaluate the NSA network and demonstrate impact and value for money there is a requirement to produce achievement and success rate data at the individual NSA provider level.

Please view The Individualised Learner Record (ILR) specification from The Information Authority for more details.

Quality rules
Quality rules relating to this entity are displayed here.
Reason required
Part of
Minimum occurrences0
Maximum occurrencesunbounded
Schema components
Has parts
OwnerInformation Management Services (including the Data Service and Learning Records Service)
Version1.1
Date modified2013-10-02
Change management notesNotes revised in order to align with the Individual Learner Record (ILR) specification version 4. Maximum number of occurences changed to unbounded.

Contact Liaison by email or on +44 (0)1242 388 531.