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HESA Student Record 2013/14 - Fundability code

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HESA Student Record 2013/14

Fields required from institutions in Wales

Fundability code


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valid entries
Typefield
Short nameFUNDCODE
Description

This field indicates whether the student is counted as 'fundable', ie. 'eligible for funding' for the course by the appropriate funding council/body. The definition therefore may vary between England, Scotland, Northern Ireland and Wales, in line with their funding methods.

Applicable toEngland Northern Ireland Scotland Wales
Coverage

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

Valid entries and labels
CodeLabel
1Fundable by funding council
2Not fundable by funding council/body
3Not eligible for funding (as defined for the SFC 'Early Statistics') but is a Continuing Professional Development course (as defined by SFC)
5Funded by the Department of Health (institutions in England & NI only)
7Fundable by the NCTL
Notes

This field must be coded at the individual student instance level.

Fundable means eligible for funding by the appropriate funding council/body, as defined by that council/body.

This field should be consistent with the year's early student statistics returns to the funding councils.

Eligible students on courses funded by SFA/EFA or WG-DfES should be coded 1 'Fundable by funding council'.

For institutions funded by the HEFCE and DELNI

Undergraduate and postgraduate taught students

To be consistent with the year's early statistics, this field applies to 'eligible for core funding' in the HESES return. It has been confirmed by the funding councils that it is possible for students coded 01-04 (funding councils) in Course.MSFUND to be returned as 2 'Not fundable by funding council/body'. An example of where this is applicable is courses funded through special funding initiatives.

The guidance for coding non-fundable students on funded courses should be to code to the appropriate funding council in Course.MSFUND and code as 2 'Not fundable by funding council/body' in this field.

For old regime students (Instance.FEEREGIME = 10) where the major source of funding for the course is HEFCE or DELNI, but there is another EU public source funding a certain number of places then this number of places must be shown as non-fundable in this field. In most cases, it is expected that it will be clear from payment of tuition fees which individual student places are being funded from another source and so are not fundable by HEFCE or DELNI. For the small number of cases where this is not so, institutions shall have the discretion as to which individual students to return as fundable, and which as not fundable, provided that the total student numbers conform to the split between fundable and non-fundable places.

FUNDCODE = 3 applies to institutions in Scotland only.

From 2012/13 instances fundable by funding council should be returning under code 1 'Fundable by funding council' irrespective of whether funding was taken up or not. Previously a distinction was made between the two circumstances which is no longer required.

For the Open University and all institutions funded by the HEFCE and DELNI

Postgraduate research students

Use of FUNDCODE = 1

All fundable postgraduate research students should be returned as FUNDCODE = 1. Fundable postgraduate research students are Home and EC students registered at the reporting institution for a research-based higher degree and should be actively supervised by an academic member of staff employed by a higher education institution in England (for HEFCE-funded institutions) or Northern Ireland (for DELNI-funded institutions).

Students who spend more than half of their active study time for the whole programme outside the UK should be returned as FUNDCODE = 1 only where:

  1. there is a clear academic reason for studying abroad rather than in the UK, for example, where the student’s research is tied to a specific archaeological site, or
  2. the student is temporarily and unavoidably abroad and remains liable to UK tax on their earnings, or is a dependant of such a person. This includes members of HM Forces and their dependants.

Students meeting the above criteria should be recorded as FUNDCODE = 1 despite being recorded as non-fundable on the HESES return.

FUNDCODE = 3 applies to institutions in Scotland only.

For institutions funded by the SFC

Use of FUNDCODE = 1

To be consistent with the year's early statistics, this field applies to 'eligible for core funding' in the HESES return. It has been confirmed by the funding councils that it is possible for students coded 01-04 (funding councils) in Course.MSFUND to be returned as 2 'Not fundable by funding council/body'. An example of where this is applicable is courses funded through special funding initiatives.

The guidance for coding non-fundable students on funded courses should be to code to the appropriate funding council in Course.MSFUND and code as 2 'Not fundable by funding council/body' in this field.

Institutions funded by SFC should note that a particular funding cell may have 100 'fundable' students, but the funding council may provide funding for only 80 student places in that cell. Provided that they satisfy the conditions for being counted in the 'Early Statistics' figures, all 100 students should be identified as eligible for funding: one cannot say which of them were 'fees only' students, as the funding relates to the cell as a whole.

FUNDCODE = 3

Code 3 'Not eligible for funding (as defined for the SFC 'Early Statistics') but is a Continuing Professional Development course (as defined by SFC)' is for use by institutions in Scotland only. Where code 3 is applicable it should be used in preference to code 2 'Not fundable by funding council/body'.

For institutions funded by the HEFCW

To be consistent with the year's early statistics, this field applies to 'eligible for core funding' in the HESES return. It has been confirmed by the funding councils that it is possible for students coded 01-04 (funding councils) in Course.MSFUND to be returned as 2 'Not fundable by funding council/body'. An example of where this is applicable is courses funded through special funding initiatives.

The guidance for coding non-fundable students on funded courses should be to code to the appropriate funding council in Course.MSFUND and code as 2 'Not fundable by funding council/body' in this field.

FUNDCODE = 3 applies to institutions in Scotland only.

FUNDCODE = 7 is not available for institutions in Wales.

Examples

A non-EU overseas student is an example of a particular student who is not eligible for funding, even if the course that they are following has funding for student places.

Please refer any queries about whether or not students on a particular course or students of a particular type are eligible for funding to the appropriate funding council/body rather than to HESA.

Quality rules
Quality rules relating to this field are displayed here.
Reason required

To determine funding eligibility for individual students based on their personal and course characteristics. Used in particular to assess accuracy of early returns (Early Statistics) and inform eligibility for funding allocations and analyses.

Part of
Field length1
Minimum occurrences0
Maximum occurrences1
Schema components
Element: FUNDCODE
OwnerHESA
Version1.2
Date modified2014-04-29
Change management notesBusiness rule 3 updated and business rule 27 added to enforce the change of coverage published in the manual as the field should no longer be returned by institutions in England for FE instances. Business rule 4 updated to replace the reference to Course.COURSEAIM code H24 with a reference to Instance.INTERCALATE and add the new Course.MSFUND codes 37 and 38 to the coverage of the rule. Business rule 7 updated for ITT providers in England for the introduction of the additional School Direct codes L, M, N and P. They will be treated in the same way as the existing codes G and H. Business rule 9 updated for ITT providers in England for the introduction of the additional School Direct codes L, M, N and P. They will be treated in the same way as the existing codes G and H. Business rule 12 updated to add the new Course.MSFUND codes 37 and 38 to the warning that instance has been returned as fundable by funding council. Business rule 14 updated for Croatia joining the EU. Business rule 24 added for institutions in England as School Direct instances must be returned as non-fundable or fundable by the NCTL. Business rule 25 added for institutions in Scotland to warn where the instance is not returned as fundable by the SFC where an articulating student is enrolled on a programme at both a FEC and a HEI. Business rule 26 added for institutions in England to validate that an instance cannot be fundable by HEFCE where Instance.ELQ = 01 (Non-exempt ELQ) or 09 (Not required). Business rule 28 added for institutions in Scotland to validate that the instance is not returned as fundable by the SFC when the student is paying deregulated fees. Business rule 29 added for institutions in England to ensure that students in receipt of an NSP award are not returned as funded by the Department of Health.

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