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HESA Student Record 2014/15 - Learner funding and monitoringLearnerFAM

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HESA Student Record 2014/15

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Learner funding and monitoring


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Typeentity
Short nameLearnerFAM
Description

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.

Applicable toEngland
Coverage

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

Notes

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 nine Instance.LearnerFAM records can be returned for each student.

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

LEARNFAMTYPE Description Definition Reason Required
LDA Learning difficulty assessment To indicate if a learner has a Section 139A Learning Difficulty Assessment To identify all learners in post-16 provision with significant additional needs and to establish funding eligibility
HNS To identify all learners in post-16 provision with significant additional needs and to establish funding eligibility
EHC Education Health Care plan
To indicate if the learner has an Education Health Care plan

To identify all learners in post-16 provision with significant additional needs and to establish funding eligibility.

LSR Learner support reason The category of learner support for the learner
To identify and report on learners that are in receipt of different types of learner support and to assist in the evaluation of its effectiveness
NLM National learner monitoring
To identify any additional monitoring characteristics required for the learner
To monitor participation in programmes and initiatives. Can be used tactically in year to identify new programmes and initiatives by using codes described as unassigned at the start of the year.
MGA Maths GCSE achievement
Attainment of Maths GCSE at grade A* - C.
EFA funding eligibility and disadvantage funding
EGA English GCSE achievement
Attainment of English GCSE at grade A* - C.
EFA funding eligibility and disadvantage funding
FME Free meals eligibility
Learner eligibility for free meals
DfE funding eligibility
PPE Pupil premium funding eligibility
Learner eligibility for Pupil Premium Funding
DfE funding eligibility

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

The Source of funding for a learner is dependent on whether or not the learner has an LDA/EHC or not. The EFA is responsible for funding provision for students up to the age of 24 who have an LDA/EHC. This does not apply to Apprenticeships which are always funded by the Skills Funding Agency.

See the Provider support manual for further guidance on recording the source of funding.

High needs students (HNS) Max no. of occurrences: 1

This should be completed for EFA funded students only where a local authority has actually paid element 3 'top-up' funding for a student whose agreed learning support costs are greater than £6,000. It must not be used in any other circumstances, for example, where costs are less than or equal to £6,000 or where the local authority has made no in-year contribution to the costs even if they are judged/agreed to be greater than £6,000.

This field should also be completed for students whose agreed learning support costs are greater than £6,000 and are fully funded by the local authority in 2014 to 2015. Learning aims for these students are recorded using Instance.FUNDMODEL code 99, 'No Skills Funding Agency or EFA funding for this learning aim'.

Education Health Care plan (EHC) Max no. of occurrences: 1

The Source of funding for a learner is dependent on whether or not the learner has an LDA/EHC or not. The EFA is responsible for funding provision for students up to the age of 24 who have an LDA/EHC. This does not apply to Apprenticeships which are always funded by the Skills Funding Agency.

See the Provider support manual for further guidance on recording the source of funding.

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

This is collected for Instance.FUNDMODEL = 25, 35, 70, 81 or 82 where applicable. Also collected for non-funded learners (Instance.FUNDMODEL = 99) financed by a 24+ Advanced Learning Loan where applicable (Grant funded providers only).

Where more than one category of learner support applies to a learner, enter as many as necessary.

This data must be returned each year.

If a provider has an EFA 16-18 Bursary Fund allocation for ESF funded learners aged 16-18, then codes LSR55 and LSR56 should be used to record learners who have received bursary funding.

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

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. Providers should contact the Service Desk to discuss the details of any proposed merger before using this code.

Code 18 is used to identify learners who have moved to a different provider as a result of the Minimum Contract Level. The new provider will need to complete the UKPRN in previous year field and the Learner reference number in previous year fields if applicable.

Codes 19 and 20 should be used to record EFA funded learners who are exempt from the GCSE English and Maths condition of funding. See the EFA'S funding documentation for details of which learners can be exempted.

Maths GCSE achievement (MGA) Max no. of occurrences: 1

This indicator must be recorded for all EFA funded learners to identify whether the learner has achieved Maths GCSE at grade A* - C and when it was achieved. It must be recorded for all continuing learners from 2013 to 2014. If the learner's Maths GCSE result is unknown at the start of the teaching year, then code 3 should be recorded and updated once the result is known.

If the learner achieves Maths GCSE at grade A* - C during the year, this field does not need to be updated until the start of the following academic year.

Only Maths GCSE achievement should be recorded in this field. If the learner has an equivalent qualification but does not have a GCSE then code MGA 3 'Learner does not have GCSE Maths (at grade A*-C)' must be recorded. Refer to the EFA's funding documentation for further details of funding eligibility.

English GCSE achievement (EGA) Max no. of occurrences: 1

This indicator must be recorded for all EFA funded learners to identify whether the learner has achieved English GCSE at grade A* - C and when it was achieved. It must be recorded for all continuing learners from 2013 to 2014.

If the learner’s English GCSE result is unknown at the start of the teaching year, then code 3 should be recorded and updated once the result is known. If the learner achieves English GCSE at grade A* - C during the year, this field does not need to be updated until the start of the following academic year.

Only English GCSE achievement should be recorded in this field. If the learner has an equivalent qualification but does not have a GCSE then code EGA 3 'Learner does not have GCSE English (at grade A*-C)' must be recorded. Refer to the EFA's funding documentation for further details of funding eligibility.

Free meals eligibility (FME) Max no. of occurrences: 1

For 14 and 15 year old learners, code FME1 should be recorded if the learner is eligible for free meals at any point during the teaching year. If the learner becomes ineligible during the year then this indicator should not be removed until the start of the following teaching year.

Code FME2 should be recorded if the learner is eligible for and has taken up free meals at any point during the teaching year. If the learner becomes ineligible during the year or is no longer receiving free meals then this indicator should not be removed until the start of the following teaching year. This code should be recorded, where applicable, for EFA funded learners aged 16-19, 19-24 year old students who are subject to a LDA or EHC and ESF funded learners aged between 16 and 18.

This data must be reviewed and updated annually to make sure it reflects the learner's eligibility during the current teaching year.

Pupil premium funding eligibility (PPE) Max no. of occurrences: 2

These indicators should be recorded if the learner is eligible for pupil premium funding at any point during the teaching year. If the learner becomes ineligible during the year then the indicator should not be removed until the start of the following teaching year. These data must be reviewed and updated annually to make sure they reflect the learner’s eligibility during the current teaching year. Pupil premium funding is awarded to learners who are eligible for one or more of the following:

Service Child Premium

Service premium is allocated to providers for learners whose parents are currently in the Armed Forces.

Adopted From Care premium

Children who have been adopted from care (including those on a Special Guardianship Order or Residence Order) will attract pupil premium funding from April 2014. Further guidance is available on the school census: http://media.education.gov.uk/assets/files/pdf/p/2014%20spring%20and%20summer%20school%20census%20guide%20for%20primary_%20final.pdf

Quality rules
Quality rules relating to this entity are displayed here.
Reason required
Part of
Minimum occurrences0
Maximum occurrences15
Schema components
Element: LearnerFAM
Has parts
OwnerInformation Management Services (including the Data Service and Learning Records Service)
Version1.0
Date modified2014-09-25
Change management notesMaximum occurrences value increased to allow up to fifteen Instance.LearnerFAM occurrences to be returned for each instance. Guidance for HNS 'High needs students', MGA 'Maths GCSE achievement', EGA 'English GCSE achievement', FME 'Free meals eligibility', PPE 'Pupil premium funding eligibility' and removal of ALS 'High needs students' added. Required to align with the FE Individual Learner Record (ILR).

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