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Student record 2015/16 - Learner funding and monitoringLearnerFAM

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Student record 2015/16

Fields required from institutions in England

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.

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

LEARNFAMTYPE Description 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 High needs students To indicate if a local authority has paid element 3 ‘top-up’ funding for an EFA funded student whose agreed support costs are greater than £6,000 To monitor the number of high need students
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
SEN Special educational needs A learner with a learning difficulty or disability which calls for special educational provision to be made for them To enable the Department for Education and BIS to identify which learners are receiving this provision and to monitor the impact of the SEND reforms
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.
EDF Eligibility for EFA disadvantage funding Learner eligibility for EFA disadvantage funding To establish eligibility for and calculate EFA disadvantage funding
MCF GCSE maths condition of funding Indicates the learner is either exempt from or has met the GCSE maths condition of funding To establish EFA funding eligibility
ECF GCSE English condition of funding Indicates the learner is either exempt from or has met the GCSE English condition of funding To establish EFA funding eligibility
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.

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.

Special educational needs (SEN) Max no. of occurrences: 1

This should be recorded for learners with a learning difficulty or disability which calls for special educational provision to be made for them. It should be recorded for both continuing learners and new starters in 2015 to 2016 and updated annually.

Special educational provision is support which is additional or different to support usually available to young people of the same age in mainstream colleges.

This field must not be completed if the learner also has an Education and Health Care (EHC) plan or Learning Difficulty Assessment (LDA).

This field is only for those who have special educational needs at a lower level than those with an EHC plan or an LDA but still need special educational provision with their learning.

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 have been removed for 2015 to 2016 and replaced with two new FAM types (MCF and ECF). Learners who are exempt from the condition of funding in 2015 to 2016 should be recorded using these new FAM types.

Eligibility for EFA disadvantage funding (EDF) Max no. of occurrences: 2

This field must be recorded for EFA funded learners, where applicable, to identify where a learner has not achieved maths or English GCSE at grade A* - C by the end of year 11.

If the learner’s GCSE result at the end of year 11 is unknown at the start of the teaching year, then this field should be completed and updated if required once the result is known.

Refer to the EFA’s funding documentation for further details of funding eligibility.

GCSE maths condition of funding (MCF) Max no. of occurrences: 1

These codes should be used to record EFA funded learners who are exempt from or who have met the GCSE maths condition of funding. See the EFA’s funding documentation for further details of the condition of funding exemptions.

This is an annual field and should be updated at the start of each teaching year.

This information was previously recorded using NLM code 19 in 2014 to 2015.

Information about overseas qualifications can be found from UK NARIC (www.naric.org.uk).

GCSE English condition of funding (MCF) Max no. of occurrences: 1

These codes should be used to record EFA funded learners who are exempt from or who have met the GCSE English condition of funding. See the EFA’s funding documentation for further details of the condition of funding exemptions.

This is an annual field and should be updated at the start of each teaching year.

This information was previously recorded using NLM code 20 in 2014 to 2015.

Information about overseas qualifications can be found from UK NARIC (www.naric.org.uk).

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 occurrences17
Schema components
Element: LearnerFAM
Has parts
OwnerInformation Management Services (including the Data Service and Learning Records Service)
Version1.1
Date modified2016-04-28
Change management notesObsolete guidance has been removed from the Notes section, regarding the maximum number of Instance.LearnerFAM records that can be returned for each student.

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