Use theour endcustomer ofhelp Juneportal 2024

complexto casessubmit cana takecase. longerChoose tothe investigatefunding and wepayments aimoption, tothen communicateallocations outcomesand forbusiness thesecases. beforeDo thenot endupload ofbusiness Julycases 2024

Casesto Document receivedexchange until afteryou 30have Aprilcompleted 2024this orstep thosebecause thatwe requirewill furthernot information:see them.

• Timelines when submitting a business case

  For cases that we aimreceive towith letfull youinformation knowwithin 4 weeks of the outcomesallocation asstatement soonbeing asissued, we areaim able,to butcommunicate outcomes for morestraightforward complexcases orover latethe casessummer.

  We youwill mightneed receivelonger decisionsto frominvestigate Julymore 2024complex onwards

• forcases, theseor cases,cases with missing information, and we will action any adjustmentadjustments to your allocation as a contract variation

variation.

When not to submit a case

This process does not cover business cases for high needs place funding for institutions that are within scope of the the high needs place change notification process.

For institutions returning the the ILR, we will not accept business cases where an error in the 20222023 to 20232024 R04 (or R46) has reduced the ratio for the 20242025 to 20252026 allocation. This is because any such error will have also resulted in an equivalent increase in the 20232024 to 20242025 allocation.

From academic year 2026 to 2027, we will only accept business cases affecting that academic year. We will not accept business cases affecting previous years.

How to submit a case

YouUse must contact us using our customer help centreportal clearlyto statingsubmit a case. Choose the naturefunding ofand yourpayments option, then allocations and business case.cases. The head of institution must authorise all business cases.

PleaseIf doyou nothave uploadany businessqueries casesabout tousing Document exchangeexchange, untilsee youour Document haveexchange completedsupport anguide.

If onlineyou enquirydo formnot becausefollow wethis willprocess notand seewe them.

When appropriate, we will send you a pre-populated template after you contact us to make sure we have all the evidence we need.

We will not accept:

• extracts from allocation calculation toolkits with associated corrections
• templates from previous years
• cases received after the deadline

Thresholds for business cases

We apply standard minimum thresholds to decide whether we will consider a case.

For cases affecting Tyour Leveltotal allocations:

• weprogramme willfunding, considerincluding casesyour where data errors had an impact on 5 or more T Level students

Forallocation, casesthere affectingmust lagged student numbers, full-time/part-time split, funding factors and the maths and English condition of funding:be:

• an overall impact of 5% on total programme funding or £100,000, whichever is lower.lower

While Totalthis programmethreshold fundingremains refersthe tosame theas corelast programmeacademic fundingyear, (includingwe anywill conditionnow ofcalculate fundingthis adjustment)using asall outlinedof inthe ‘Figureelements 1:included 16in tototal 19programme funding formula’(see in‘Figure the1: 16 to 19 funding:funding how it works guidanceformula’ ).

For cases not covered above:above, there must be:

• an overall impact of 5% of the funding related to that element
• for

For example:example, if the case relates to thediscretionary highbursary valuefunding, courses premium, the 5% would be in relation to the total highdiscretionary valuebursary courses premium funding funding.

We have maintainedremoved T Level under-delivery tolerances for academic year 2025 to 2026 so we have removed the reducedspecific thresholds for T LevelLevels. thresholdInstitutions forwill businessnot casesbe financially impacted if they correct their data errors in their autumn returns for academic year 20242025 to 2025.2026. HigherWe thresholdswill mayrevise applyallocations forin-year futureagainst academicactual years.data following the T Level reconciliation.

From 2026 to 2027, we will also change how the threshold works. When we agree a case, we will deduct the threshold and only pay funding over that amount. For example, if the same 5% or £100,000 (whichever is lower) threshold were to remain, institutions will need to fund the first 5% or £100,000 of the error.

Data sources

Data sources for 16 to 19 and post-16 high needs funding for academic year 20242025 to 20252026

This section sets out the methods we will use to determine the number of students attracting funding in 20242025 to 2025.2026. We have set this out by institution type.

PleaseFrom note, from academic year 20242025 to 2025,2026, we will include all T Level data in the calculation of funding factors.

Schools, academies, free schools, studio schools,schools and university technical colleges

We base lagged numbers on 20232024 to 20242025 students in the autumn 20232024 census. We fund some academies on estimated numbers where their funding agreement states this.

Further education (FE) colleges,) colleges and some other FE or higher education institutions

We take the number of eligible students with a reference date of 1 November 20232024 based on R04 (2023(2024 to 2024).2025).

We multiply this by the ratio of 1 November to all-year student numbers based on R04 (2022(2023 to 2023)2024) and the R14 return for that year.

We compare this figure with the student numbers calculated from R06 (2023(2024 to 2024),2025), both the year-to-date (as at 1 February) figure and the number recruited by 1 November (R46) to determine the final student number methodology that we will use: R04 multiplied by the ratio, R46 multiplied by the ratio or R06.

Independent learning providers

You can see the methodology we have used in the ‘total student numbers, student number methodology used’ box on your statement.

Depending on the profile of recruitment for the individual provider, we will either use:

1. a 12-month rolling figure for February 20232024 to January 20242025 based on R14 (2022(2023 to 2023)2024) and R06 (2023(2024 to 2024)2025) data
2. the same approach as set out above for FE colleges, or colleges
3. the average of approaches 1 and 2

There may be a delay in issuing allocations for institutions where we use R06 data.

Local authorities,authorities and some other FE institutions

If using in-year data is not appropriate, we will use a full-year figure based on R14 (2022(2023 to 2023).2024). We compare this figure with the student numbers calculated from R06 (2024 to 2025), year-to-date (as at 1 February) figure to determine the final student number methodology that we will use: R14 or R06.

Maintained special schools

We allocate post-16 high needs place funding directly to local authorities. Local authorities then determine the post-16 place funding to allocate to individual maintained special schools.

Special academies

We use published 20232024 to 20242025 academic year high needs place numbers, revised by place changes notified to ESFA byto us by local authorities in November 2023.2024.

Special post-16 institutions (SPIs)

We will allocate programme funding (element 1) and high needs funding (element 2) using counts of valid students from 20232024 to 2024 2025 ILR R06 data returns. We will use a reference date of 1 February 2024.2025.

Lagged approach

NoteFor that for those institutions normally subject to funding based on lagged funding,student numbers, the lagged approach does not apply where there is a material change in the volume of provision offered by the institution. In those cases, we remove the institution from the lagged approach and we calculate funded student numbers as set out in the the funding rates and formula guidance.

Formula elements

These are the methods we will use to determine the other formula elements for institutions with 16 to 19 funding in 20242025 to 2025.2026.

Data sources for formula elements/Institution type	Institutions making ILR return	Institutions making census return	Institutions with no historical data
Retention/Size of programme/Programme cost weighting/Disadvantage block 2 instances/High value courses premium and English and maths funding	R14 20222023 to 20232024	Autumn census 20232024 (end-year 20222023 to 20232024 data)	National average for institution type
Disadvantage block 1 factor/instances and discretionary bursary instances	R14 20222023 to 20232024	Autumn census 20232024 (end-year 20222023 to 20232024 data)	Local authority average for institution type
Large programmes	20212022 to 20222023 young people’s matched admin dataset (YPMAD)	20212022 to 20222023 YPMAD	No impact
Industry placements/Condition of funding	R14 20222023 to 20232024	Autumn census 20232024 (end-year 20222023 to 20232024 data)	No impact
Advanced maths premium	20232024 to 20242025 R04 data with a reference date of 1 November 20232024	Autumn census 20232024 (2023(2024 to 20242025 data)	If institution is open in 20232024 to 2024,2025, then ILR/census as appropriate. If not open in 20232024 to 2024,2025, then no impact
Core maths premium	20232024 to 20242025 R04 data with a reference date of 1 November 20232024	Autumn census 20232024 (2023(2024 to 20242025 data)	If institution is open in 20232024 to 2024,2025, then ILR/census as appropriate. If not open in 20232024 to 2024,2025, then no impact

Contact us

If you have questions after reading our guidance, or if there’s anything else you need help with, you can find more support in our customer help centre.

Published allocations

You can find a list of our previously published allocations transparency data on our funding education for 16 to 19 year olds collection page.