Timeline of useful information for EFA funded providers

January

Data – Survey published

EFA publishes second customer survey.

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Data – Census day

Spring School Census Day on 17 January 2013.

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Data – Pupil numbers

EFA shares 2013/14 pupil numbers with academies including census and estimates, draft local authority pro-formas and minimum funding guarantee (MFG) exclusions.

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Funding – Pro-formas

Final submission of local authority pre-16 funding pro-formas to EFA.

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Post-16 funding – Student number statements

EFA sends post-16 student number statements (including High Needs Students (HNS) numbers) with guidance note and allocations calculations toolkit to providers.

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Student support – Bursary funds increase and reconciliation

EFA increases 16-19 Bursary Funds 2012/13 and reconciles Residential Bursary Fund 2012/13 following MI returns.

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Capital – Applications (DGCF)

Applications open for two-year projects under the 16-19 Demographic Growth (Basic Need) Capital Fund. The window for applications closes 31 March 2013.

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Finance and financial assurance – Audited accounts

Audited accounts return for academic year 2011/12 by 31 December 2012 required from academies open by March 2012.

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February

Data – Individual Learner Record (ILR) return

Individual Learner Record (ILR) R06 return due by 6 February 2013.

Please note: Requirement for separate mid-year estimate (Annex B) is no longer required.

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Post-16 funding – Student number statement summaries

EFA sends summaries of student number statements (including High Needs Students (HNS) numbers.

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Post-16 funding – Exceptional requests

Exceptional requests to amend post-16 High Needs Student (HNS) numbers submitted to EFA by 22 February 2013.

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Post-16 funding – Business cases

Business cases to amend mainstream and High Needs Students (HNS) numbers submitted by institutions to EFA by 22 February 2013.

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Funding – S251 collection

EFA issues S251 collection for 2013/14 budget data.

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Funding – Contracts (HNS)

EFA issues Non-Maintained Special Schools contract for High Needs Students (HNS) 1 April to 31 July 2013.

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Student support – Allocations (DaDA)

EFA issues Dance and Drama Award allocations.

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Student support – Information and forms (DaDA)

EFA issues Dance and Drama Award scheme guide, Q&A and income assessment applications forms applicable to new students.

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Capital – Initial round (ACMF)

Initial round for Academies Capital Maintenance Fund 2013-14 submitted by academies converted after 31 September 2012.

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Finance and financial assurance – Regularity reporting

EFA publishes updated guidance covering regularity reporting for academies.

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Admissions – Appeals timetable

EFA asks academies to publish admissions appeals timetable for 2013.

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March

Data – R06 out-turns

EFA publishes estimated R06 out-turns for 2012/13 through the IM Portal.

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Post-16 funding – Student numbers and national funding rate

EFA confirms national level funded student numbers and national funding rate for 2013/14.

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Post-16 funding – Allocations summaries

EFA sends summaries of final funding allocations.

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Funding - Allocations

EFA issues 2013/14 final funding allocations covering pre- and post-16 provision, 16-19 Bursary, Residential Bursary and High Needs Student (HNS) funding.

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Finance and financial assurance – Accounts direction

EFA publishes the Accounts Direction Handbook in conjunction with partners, including Skills Funding Agency and Association of Colleges.

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Finance and financial assurance – Financial planning

EFA publishes Financial Planning Handbook.

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Finance and financial assurance – Budget forecasts

EFA issues budget forecast request for academic year 2013/14 to all academies.

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Finance and financial planning – Accounts return

EFA issues accounts return request for financial year 2012-13 to new academies that have not prepared audited accounts as at 31 August 2012.

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Student support – Contracts (DaDA)

EFA issues contracts to Dance and Drama Award schools.

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Capital - Allocations

EFA announces allocations of all capital funds, (programmes for maintenace, basic needs, devolved formula capital and other funds).

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April

Post-16 performance – National Minimum Standards

EFA releases reports against DfE’s post-16 National Minimum Standards.

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Post-16 funding – Funding guidance

EFA releases draft funding guidance for post-16 education.

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Capital – Allocations (ACMF)

EFA announces initial round of Academies Capital Maintenance Fund 2013-14 allocations.

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Capital – Targeted Basic Need Programme

Midday on 30 April dealdine for receipt of applications to EFA for the Targeted Basic Need Programme

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Finance and financial assurance – Benchmarking

EFA publishes benchmarking document (drafted by KPMG).

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Finance and financial assurance – Finance record template

EFA publishes the finance record template.

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May

Pre-16 funding – Funding factors

DfE announcement of factors for use in local authority pre-16 school funding formulae starts work of EFA with LAs on implementation.

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Data – Census day

Summer Schools Census Day on 16 May 2013.

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Data – Pivot tables

EFA produces data pivot tables for 2014/15.

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Data – Youth Contract

EFA issues Youth Contract delivery data to Youth Contract providers.

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Student support – Guides, Q&As and application packs

EFA publishes 16-19 Bursary Fund, Care to Learn, Residential Support Scheme, Residential Bursary Fund Guides and Q&As.

Application packs for Care to Learn, Residential Bursary Fund and Dance and Drama Awards (continuing students) available to order.

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Capital – Allocations (DFC)

EFA announces Devolved Formula Capital allocations for 2013-14.

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Capital – Allocations (BCIF)

EFA announces Building Condition Improvement Fund allocations.

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Capital – Allocations (DGF)

EFA announces 16-19 Demographic Growth (Basic Need) Fund allocations.

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Finance and financial assurance – Accounts direction

EFA issues Academies Accounts Direction for academic year 2012/13.

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Assurance – Pupil Premium statements

Statements from Chief Finance Officers on the use of the Pupil Premium due.

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Provision – Summer schools

Deadline for schools applying to take part in the summer schools programme 2013.

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June

Post-16 funding – External assurance guidance

EFA publishes 16-19 Funding Formula External Assurance Guidance.

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Post-16 funding – Funding agreements and contracts

EFA issues funding agreements or contracts to providers of learning to young people aged 16-19.

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Post-16 funding - Funding guidance

EFA publishes post-16 funding guidance for 2013/14.

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Post-16 funding – In-year adjustments

EFA makes in-year adjustment to post-16 allocations.

Please note: Following receipt of ILR R10 the EFA will revise the calculated ILR R06 out-turn estimates and adjusts any clawback figures accordingly.

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Funding – contracts (HNS)

EFA issues contracts for High Needs Students (HNS) for academic year 2013/14.

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Data – Data packs

EFA issues 16-19 data and MI packs.

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Data – Individual Learner Record (ILR) return

Individual Learner Record (ILR) R10 return due by 6 June 2013.

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Capital – Targeted Basic Need Programme

EFA informs applicants of the outcome of their application.

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Capital – School capacity survey

DfE commissions data returns for school capacity survey (data collection ends early August).

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Capital – Payments (DFC)

EFA makes Devolved Formula Capital payments.

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Finance and financial assurance – Accounts return

New academies that haven’t prepared audited accounts as at 31 August 2012 to submit accounts return for financial year 2012-13.

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July

Funding – Pupil Premium allocations

DfE confirms Pupil Premium allocations for financial year 2013-14.

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Funding – S251 out-turn

S251 out-turn collection for 2012/13 issued.

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Funding – Schools forums

School forums discuss local funding formulae.

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Funding – Funding agreements (Part 3)

EFA issues revised funding agreements for part 3 to providers of learning for young people aged 16-25 with learning difficulties and disability (High Needs Students) including special schools not previously directly funded by EFA.

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Post-16 funding – Funding agreements or contracts

Funding agreements or contracts returned to EFA by providers of training to young people aged 16-19.

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Post-16 funding – In-year reconciliation

EFA completes in-year reconciliation for 2012-13 contract variation.

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Finance and financial assurance – Budget forecasts

Deadline for academies to submit their budget forecasts for academic year 2013/14.

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Finance and financial assurance – Financial handbook

EFA publishes updated Academies Financial Handbook and update process for Financial Management and Governance Self-Assessment.

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August

Funding – S251 out-turn

S251 out-turn data due from local authorities.

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Student support – Reconciliation (DaDA)

EFA completes provider reconciliation of Dance and Drama Awards 2012/13.

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Capital – SCAP

Local authorities send School Capacity Area Planning (SCAP) return to EFA.

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Finance and financial assurance – Accounts return

EFA issues accounts return for academic year 2012/13.

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September

Funding – Pupil number adjustment

EFA issues results of Pupil Number Adjustment Exercise to academies and Free Schools on estimated pupil numbers.

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Funding – Schools forums

School forums further discuss local funding formulae.

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Funding – S251

DfE publishes S251 (pre-16) budget data for 2013-14.

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Funding – Delivery Statement

EFA publishes Delivery Statement, including details of the environment and priorities.

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Funding – Allocations

EFA publishes final allocations at provider level.

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Data – Individual Learner Record (ILR) return

Individual Learner Record (ILR) R13 return due by 16 September 2013.

CCPs please note: Following receipt of ILR R13, the EFA will revise the calculated ILR R10 out-turn estimates and adjust any clawback figures accordingly.

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October

Funding – Pro-formas

Local authorities send their draft pre-16 funding pro-formas to the EFA.

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Assurance – DSG statement

Chief Finance Officer statement on Dedicated Schools Grant out-turn due.

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Data – Census day

Autumn School Census Day on 3 October 2013.

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Data – Refresh

EFA refreshes data pivot tables for 2014/15.

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Data – Student support

16-19 Bursary Fund and Residential Bursary Fund 2012/13 end-of-year review MI submitted by providers.

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Data – Property data survey

Property data survey programme data submission required.

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Data – Individual Learner Records (ILR) return

Final funding claims due from all post-16 ILR-funded providers based on final Individual Learner Record (ILR) R14 return, due by 25 October 2013.

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November

Finance and financial assurance – Academy accounts

EFA publishes academies’ accounts for 2011/12.

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Data - Return

EFA request for estimated pupil numbers and possible additional information to inform the 2014/15 allocations process from a small group of academies on estimates.

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December

Funding – Financial statements

Deadline for academies submitting their academic year 2012/13 financial statements and accounts return.

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Funding - DSG

DfE announces Dedicated Schools Grant settlement for 2014-15 with indicative Pupil Premium for 2014-15.

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Finance and financial assurance – Financial management

EFA issues updated academies financial management and governance self-assessment.

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