Finance record 2016/17 - Revision history
Finance record 2016/17 - Revision history
This table lists changes and additions to the record specification and supporting documentation.
Version 1.2 (2017-11-27)
Element | Element version | Notes |
Coverage of the record | 1.1 | Guidance has been amended to more clearly state that the figures returned in Tables 1 - 4 must be identical to the HEP's audited/published financial statements and to give a link to the BUFDG model financial statements for reference. |
Table 3 - Consolidated balance sheet | 1.1 | Guidance amended to clarify that swaps should not be returned under bank loans, but under the 'Other' Sub-heads within Heads 3 and 7. |
Table 6 - Tuition fees and education contracts | 1.2 | Guidance added to state that postgraduate taught students in receipt of Postgraduate loans, the source of fees should be Other (Column 3). |
Version 1.1 (2017-10-19)
Element | Element version | Notes |
C16031 Finance template (xslx) | 1.0 | A non-interactive copy of the C16031 Finance template (xslx) for reference, please note that providers should not submit this document, as HESA provides pre-populated versions for providers to submit in the data collection system. |
Derived field specifications | N/a | The Derived field specifications has been release under the 'Downloadable files' section. |
Table 5 - Research grants and contracts | 1.1 | Additional guidance has been added to Table 5, to provide information on research income from the government's Industrial Strategy Challenge Fund (ISCF). |
Table 6 - Tuition fees and education contracts | 1.1 | Guidance has been amended in Table 6, to clarify split fee incomes in England and that for EU domicile students only a single fee income figure is required. |
Version 1.0 (2017-08-24)
Element | Element version | Notes |
All table documentation | 1.0 | The full documentation for the C16031 Finance tables have been added to the coding manual, including all changes made to the collection since the 2015/16 collection. |
Coverage of the record | 1.0 | Notification has been given that Tables 1, 2, 3, 4 & 10 will be pre-populated with figures from the 2015/16 collection. |
Table 1 - Consolidated statement of comprehensive income and expenditure | 1.0 | Table 1 Head 1f (Total income before donations and endowments) has been removed as it is no longer required by the SORP. |
Table 3 - Consolidated balance sheet | 1.0 | Additional guidance has been added to Table 3, to clarify that for English HE providers, swaps should not be returned under bank loans. |
Table 3 Scotland - Investments and cash | 1.0 | Two new additional lines have been added to Table 3 (Scotland), to allow deferred grants to be returned under heading Investments and Cash and Cash equivalents and Interest rate hedges (SWAPs) under Creditors amounts falling due within and after one year headings. |
Table 4 - Consolidated statement of cash flows | 1.0 | Additional Head 6 (Other) has been added to Table 4. Table 4 Head 3c has been amended to allow providers to submit positive values. |
Table 5 - Research grants and contracts | 1.0 | Table 5 - Head 6 Balance of Research related deferred capital/revenue grants has been removed. |
Table 6 - Tuition fees and education contracts | 1.0 | An additional heading (for providers in England only) has been introduced to Table 6, for the collection of fee income from EU domicile students. |
Table 7 - Funding body grants (country specific) | 1.0 | Guidance for Table 7 (England) has been added to specify that HEPs should return research income from the Newton Fund under the delivery partner. Guidance for Table 7 (Wales) has been added to clarify that Head 2 should include all grants received from the Welsh European Funding Office (WEFO). |
Table 8 - Expenditure by activity | 1.0 | References to Postgraduate Support Scheme have been removed from the guidance in Table 8. |
Key Financial Indicator (KFI) definitions | 1.0 | The key financial indicators have been added to the coding manual, including the following changes: KFI 7 has been amended to include one decimal place to provide more accuracy. KFI 10 has been removed, as this has been removed from the template. |
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