Updated: An additional note for the R10 reconciliation statements for 2016 to 2017 academic year has been added.
Colleges, providers, schools and academies receive annual funding allocations from the Education and Skills Funding Agency (ESFA) for provision of 16 to 19 education.
These documents gives advice about the individualised learner record (ILR) returns for institutions funded by the ESFA.
It is important for all institutions funded by the Education and Skills Funding Agency (ESFA) to carry out data recording checks each year. After reviewing ILR R10 data returns we have highlighted some checks to consider for the academic year 2016 to 2017 in this short note.
The reconciliation advice only applies to contract institutions and does not apply to school or academy sixth-forms who return school census data.
The contract institution reconciliation workbook supports institutions in understanding the main document. It gives the tables from annex C in spreadsheet format, so that institutions can see how the values are calculated. There is also an example of how clawback is calculated and applied to profile payments.
The cash reduction made to 2016 to 2017 allocations for students who did not meet the condition of funding in 2014 to 2015 is also being applied to institutions funded out-turn in 2016 to 2017. This ensures those institutions who are subject to funding reconciliation are treated equally in respect of the condition of funding as those who are not subject to reconciliation. This approach ensures that the funding removed from 2016 to 2017 allocations through non-compliance with the condition of funding for some students in 2014 to 2015 cannot be offset by delivery in 2016 to 2017. This deduction will not affect the calculation of lagged funding allocation values for 2017 to 2018.
The funding guidance landing page from which all funding guidance documents are available on GOV.UK.
How to return the EFA final funding claimAdvice on how to return the EFA final funding claim is available on GOV.UK.
https://www.gov.uk/government/publications/advice-individualised-learner-record-ilr-returns
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