Provider support manual:

Recording Learning Delivery Funding and Monitoring

Contents

Recording Learning Delivery Funding and Monitoring

Data collected in the Learning Delivery Funding and Monitoring entity is used to identify additional attributes of the learning delivery to inform funding or for additional monitoring.

The Funding and Monitoring (FAM) type identifies the type of data to be collected and is recorded with an associated FAM code. Both a FAM type and FAM code are required for this data to be unique.

The Learning Delivery Funding and Monitoring entity is only required if any of the FAM type characteristics apply to that learning aim, please refer to the information on individual FAM types in the ILR specification for collection requirements.

Restart indicator

This must be used to indicate that the learner has restarted a learning aim or apprenticeship programme. The Restart indicator should only be used if the learner is returning to a learning aim they have previously started on, for example after a break in learning or if the learner has transferred from studying the same learning aim with another provider.

This indicator must not be used where the learner has transferred to a different learning aim or programme with either the same or a different provider.

If the learner has restarted their entire programme, then the Restart indicator must be recorded against the programme aim and all the learning aims within the programme that are restarted. If only one of the aims within the programme has been restarted, then the Restart indicator is only recorded against that aim.

For learners who have returned from a break in learning, you should record the Original learning start date in addition to the Restart indicator.

Learning support funding

Learning Support is provided to help providers to work flexibly and provide supporting activity to meet the learning needs of learners with an identified learning difficulty and/or disability. This will enable these learners to achieve their learning goal.

The Learning Support Funding (LSF) FAM type should be recorded against one of the learning aims for learners who need learning support funding. For apprenticeship and traineeship learners, this is recorded on the programme aim record only.
For traineeship learners, once the Programme aim has ended the LSF is recorded against one of the remaining component aims if applicable.

For Apprenticeship Standards under Funding Model 36 the LSF FAM type can also be recorded against English/maths component aims. This is only the case where the English/maths component aim continues after the programme aim is closed, and the learner still requires learning support. This FAM type must only be recorded against one aim at any point in time.

The LSF FAM type is used by all types of providers for learning aims funded through the Adult skills funding model and for all funded apprenticeships (including FE colleges, local authorities and private training providers) and should be recorded for all learners who require learning support funding.

If the learner’s LSF status changes during their learning, this should be indicated by using the Date applies from and Date applies to fields on the LSF FAM record. The learning aim should remain unchanged.

Learning delivery monitoring

The Learning delivery monitoring (LDM) FAM type indicates participation in programmes or initiatives. The ESFA directorate responsible for running the project or pilot will inform providers involved of the code that should be used. This code should be used in addition to any existing codes being used as some codes are required for funding calculation and therefore may affect funding arrangements. A maximum of six codes are permitted in this field.

Devolved area monitoring

The FAM type Devolved Area Monitoring is used to indicate participation in programmes or initiatives in devolved areas. A maximum of six codes are permitted in this field.

Date applies from / Date applies to

The Date applies from and Date applies to fields must be completed when a Learning Delivery FAM type of Learning support funding (LSF) or Advanced Learner Loans Bursary funding (ALB) is recorded. These fields indicate when the funding is effective from and effective to.

When a Learning Delivery FAM type of Apprenticeship Contract Type (ACT) is recorded, the Date applies from must be completed. The Date applies to must only be completed if the learning aim has a Learning actual end date or if there is another ACT record with a later Date applies from.

If the status changes during the funding year, then new FAM records should be added with new corresponding dates. You do not need to close the learning aim and open a new one.

Examples

A learner has a learning aim start date of 1 September in the current year and the learner is in receipt of Learning support funding for two months.

• A Learning Delivery FAM record will be recorded with a FAM type of LSF, the Date applies from will be recorded as 1 September, and the Date applies to will be 31 October.

If the learner received Learning support funding a month later and is in receipt of the funding for three months,

• a second Learning Delivery FAM record of type LSF will be recorded with a Date applies from 1 December, and a Date applies to 28 February.

If the Learning support funding or Advanced Learner Loans Bursary funding is required for the entire duration of the learning aim, then the Date applies to field should be completed with the Learning planned end date. If this changes and the Learning support or Advanced Learner Loans Bursary funding is no longer required until the Learning planned end date, then the Date applies to field should be updated with the new earlier date.

If the period of time recorded on the ILR is less than one calendar month, then you will need to claim the Learning support funding through the EAS as detailed in the Funding Rules.

If Learning support funding or Advanced Learner Loans Bursary funding is required beyond the planned end date of the learning aim, then the Date applies to field should be updated to reflect this.

Family English, Maths and Language

The purpose for all Family, English, Maths and Language (FEML) learning aims is to support parents, guardians or carers, and their children’s learning and improve their home environment. The full requirements for FEML learning aims can be found in the ILR Specification.

The Learning Delivery FAM type ‘Family English, Maths and Language’ (FLN) should be completed by providers only to record FEML learning aims that are delivered through the Adult skills funding model (Funding model 35).

Where FEML learning aims are funded through the Community Learning funding model (Funding model 10), providers must record this using the Learning Delivery FAM type ‘Community Learning provision type’ (ASL).

Recording source of funding

This section sets out how the Source of funding (SOF) should be completed in the Learning Delivery Funding and Monitoring fields.

The Source of funding (SOF) attribute code to use with each funding model is shown below:

• Funding Model 10 SOF 105

• Funding Model 25 Usually SOF 107, see guidance below for details

• Funding Model 35 SOF 105 (see ILR specification for combined authorities)

• Funding Model 36 SOF 105

• Funding Model 37 SOF 105

• Funding Model 70 SOF 105

• Funding Model 81 SOF 105

• Funding Model 82 SOF 107

• Funding Model 99 Any SOF code except 105 or 107, if applicable

Learners who turn 19 during their learning aim or programme

For 16 to 18 apprenticeships, no change to the learner’s data is required if the learner turns 19 during the programme. The learner should continue to be recorded using funding model code 35 or 36 and Source of funding code 105. A Learning Delivery FAM record does not need to be returned for Eligibility for enhanced apprenticeship funding (EEF).

If the learner turns 19 whilst undertaking a 16-19 funded study programme (we class these learners as ‘19+ continuers’), then they will continue to be funded through the 16-19 Funding model (code 25) and Source of funding (code 107) until they complete their study programme.

Learners aged 19 to 24 who have an Education Health Care Plan (EHC)

All learners aged 19 to 24 who have an Education Health Care Plan (EHC) must be recorded using Funding model code 25 and Source of funding code 107, unless they are on an apprenticeship programme.

If any of these learners are also defined as high needs students, then this must be recorded in the Learner FAM fields using the High Needs Student (HNS) FAM Type.
We would not expect a 16-19 funded learner to be continuing over the age of 25.

These learning aims should be closed at the end of the academic year. If the learner is continuing, new aims should be recorded under the appropriate funding model from the start of the next teaching year. The source of funding must not be changed in-year.

The table below outlines how the Funding model and Source of funding fields should be completed for different combinations of age at start, current age, and whether or not the learner has an EHC plan.

Age on 31 August of teaching year in which learning started	Age on 31 August of current teaching year	EHC plan recorded	Funding model	Source of funding (SOF)
16-18	16-18	Yes or no	25	SOF107
16-18	19+	No	25	SOF107 (for all types of provider)
16-18	19-24	Yes	25	SOF107
19+	19+	No	35	SOF105
19-24	19-24	Yes	25	SOF107
16-24	25+	Yes	Withdraw learner	Withdraw learner