HEFCE 2013-02

8/11/2019 HEFCE 2013-02

http://slidepdf.com/reader/full/hefce-2013-02 1/57

January 2013/02

Special initiative

Guidance

Action may be required by

Monday 8 April 2013

!i" document pro#ide" pro#i"ional

allocation" $or t!e 201%&1' (ational

)c!olar"!ip *ro+ramme and +uidance to

in"titution" on t!e operation and mana+ement

o$ t!e pro+ramme,

(ational )c!olar"!ip*ro+ramme 201%&1'

Provisional allocations andguidance for institutions

8/11/2019 HEFCE 2013-02


Contents

*a+e

E-ecuti#e "ummary 2

.ntroduction

.n"titutional contribution" to t!e pro+ramme 8

.n"titutional contribution" $or $ranc!i"in+ in"titution" and partner colle+e"

Allocation o$ t!e o#ernment" contribution 10

Accountin+ $or ()* and matc!ed $und" 10

)tudent eli+ibility 11

.n$ormation $or potential ()* bene$iciarie" 13

Allocation proce"" 1'

eli#erin+ t!e "c!olar"!ip a4ard and un"pent $und" 15

Monitorin+ arran+ement" $or pre#iou" year" and pro+ramme e#aluation 18

)ummary timetable 1

Anne- A (ational )c!olar"!ip *ro+ramme6 *ro#i"ional allocation" $or 201%&1' 21

Anne- 7 HE)A&deri#ed "tati"tic" t!at in$orm t!e 201%&1' pro#i"ional (ational )c!olar"!ip

*ro+ramme allocation 28

Anne- C .9&deri#ed "tati"tic" t!at in$orm t!e 201%&1' pro#i"ional (ational )c!olar"!ip*ro+ramme allocation 32

Anne- )ample template $or participation in t!e ()* $or in"titution" intendin+ to c!ar+e :;000

or le"" $or t!eir $ull&time $ee" and :%;'00 or le"" $or t!eir part&time $ee" $or 201%&1' 3

Anne- E ec!nical detail" o$ t!e al+orit!m" applied to HE)A data 3

Anne- F ec!nical detail" o$ t!e al+orit!m" applied to .9 data %8

i"t o$ abbre#iation" '

1

8/11/2019 HEFCE 2013-02


National Scholarship Programme 2014-15

Provisional allocations and guidance for institutions

o Head" o$ HEFCE&$unded !i+!er education in"titution"Head" o$ HEFCE&$unded $urt!er education colle+e"

<$ intere"t to t!o"e

re"pon"ible $or

)enior mana+ement; Admi""ion"; Acce"" a+reement"; =idenin+

*articipation; Finance; <t!er "ta>e!older" 4it! an intere"t in 4idenin+

participation; $air acce"" and t!e ()*

9e$erence 2013/02

*ublication date January 2013

Enquirie" to Clair Murp!y; tel 0115 31 5138; e&mail n"p?!e$ce,ac,u>

Eecutive summar!

Purpose

1, !e epartment $or 7u"ine""; .nno#ation and )>ill" @7.) "et" t!e o#erall policy and $undin+

le#el $or t!e (ational )c!olar"!ip *ro+ramme @()*, HEFCE admini"ter" t!e $und on it" be!al$,

2, !i" document pro#ide" in$ormation about pro#i"ional ()* allocation" $or t!e academic year

201%&1' and +uidance to in"titution" about t!e pro+ramme, !i" document in$orm" in"titution" about

a c!an+e in t!e $undin+ met!od $or t!e ()* in 201%&1' and con"equent re#i"ion" to t!e

arran+ement" $or matc!ed $undin+, !e +uidance al"o rene4" con$irmation o$ t!e national eli+ibility

criteria $or "tudent",

3, Follo4in+ t!e $ir"t year o$ t!e $ormati#e e#aluation o$ t!e ()*; and ba"ed on ad#ice $rom t!e

Mini"ter" ()* e-pert )teerin+ roup; 7.) !a" decided upon a number o$ c!an+e" to t!e

pro+ramme to ta>e e$$ect $rom t!e 201%&1' academic year, !e c!an+e" are a" $ollo4"6

a, Fundin+ allocation" to in"titution" 4ill be calculated by a ne4 met!od, !i" allocation

met!od ali+n" better 4it! t!e ()* eli+ibility criteria; u"in+ t!e principle t!at $undin+ "!ould be

more $ocu"ed on in"titution" t!at !a#e a !i+!er proportion o$ "tudent" $rom lo4&income

bac>+round",

b, !e requirement $or $inancial contribution" $rom in"titution" 4ill be "et at t!e le#el

pre#iou"ly planned $or 201%&1' and included in t!eir e-i"tin+ acce"" a+reement", =!ere t!i"4ould re"ult in $inancial contribution" at a +reater ratio t!an 161; t!e in"titution i" $ree to ma>e

additional ()* a4ard" and/or re&direct t!e e-ce"" to ot!er $orm" o$ $inancial "upport or

acce"" and retention acti#ity "et out in t!eir acce"" a+reement,

c, .n"titutional $inancial contribution" 4ill only be required $rom in"titution" 4it! an acce""

a+reement,

2

mailto:[email protected]

mailto:[email protected]

8/11/2019 HEFCE 2013-02


d, *art&time "tudent" are eli+ible $or all element" o$ t!e ()* menu includin+ t!o"e relatin+

to maintenance,

%, !e document al"o e-plain" !o4 HEFCE intend" to monitor t!e deli#ery o$ t!e ()* by

in"titution" in 2013&1%; and "peci$ie" t!e data t!at in"titution" "!ould "ee> to collect in order to meet

our monitorin+ requirement", .t al"o +i#e" in$ormation about t!e on+oin+ $ormati#e e#aluation o$ t!epro+ramme,

', .n"titution" "!ould note t!at t!e c!an+e" to t!e pro+ramme "et out in t!i" document; includin+

c!an+e" to t!e allocation model; do not come into $orce until 201%&1',

"e! points

, !e primary purpo"e o$ t!e ()* i" to bene$it indi#idual "tudent" 4!o come $rom

di"ad#anta+ed bac>+round" a" t!ey enter !i+!er education,

5, !e o#ernment" contribution to t!e pro+ramme 4ill be :1'0 million in 201%&1' and remain"

at :3;000 per "tudent @pro rata in t!eir $ir"t year o$ "tudy, *ro#i"ional allocation" can be $ound in

Anne- A, Final allocation" $or t!e 201%&1' academic year 4ill be publi"!ed in February 201%,.n"titution" 4ill recei#e t!eir $ull 201%&1' allocation in one payment in Au+u"t 201%,

8, !e o#ernment !a" "et #ery broad&ba"ed national eli+ibility criteria $or t!e pro+ramme;

ba"ed on !ou"e!old income, )tudent" are eli+ible to be con"idered $or a "c!olar"!ip i$ t!eir declared

!ou"e!old re"idual income i" :2';000 or le""; 4!et!er t!ey are $ull&time or part&time "tudent", o be

eli+ible; part&time "tudent" mu"t be "tudyin+ at a minimum o$ 2' per cent inten"ity relati#e to t!e $ull&

time equi#alent,

, Eac! $ull&time "tudent a4arded a "c!olar"!ip 4ill recei#e a bene$it o$ not le"" t!an :3;000 in

t!eir $ir"t year o$ "tudy; 4it! a pro rata amount deli#ered to part&time "tudent" al"o in t!eir $ir"t year

o$ "tudy,Summar! of changes to the programme from 2014-15

10, !e o#ernment" contribution to in"titutional "c!eme" 4ill be calculated u"in+ a ne4 $undin+

met!od, !e ne4 met!odolo+y "upport" t!e principle t!at $undin+ "!ould $ollo4 t!o"e indi#idual"

mo"t in need, !i" mean" t!at t!o"e in"titution" 4!ic! recruit more "tudent" $rom a di"ad#anta+ed

bac>+round are li>ely to recei#e a !i+!er proportion o$ t!e $undin+ t!an in pre#iou" year" o$ t!e

pro+ramme; and t!o"e in"titution" 4!ic! recruit $e4er di"ad#anta+ed "tudent" are li>ely to recei#e a

lo4er proportion, Furt!er in$ormation about t!e ne4 $undin+ met!od can be $ound at para+rap!" 30&

3%, A de"cription o$ t!e data u"ed to "upport t!e met!od i" at Anne- 7 $or !i+!er education

in"titution" and Anne- C $or $urt!er education colle+e"; 4!ile detail" o$ t!e tec!nical al+orit!m"

applied to Hi+!er Education )tati"tic" A+ency @HE)A data are at Anne- E; and to .9 data at Anne-

F,

11, !e c!an+e to t!e allocation met!od $or t!e o#ernment" contribution !a" nece""itated a

mo#e a4ay $rom t!e 161 matc!ed $undin+ requirement, .n"tead o$ matc!in+ t!e o#ernment"

contribution on a 161 ba"i" @a 100 per cent matc!; in"titution" intendin+ to c!ar+e abo#e t!e

minimum t!re"!old $or any o$ t!eir $ull&time or part&time $ee" 4ill be e-pected to maintain t!e le#el o$

t!eir contribution to t!e ()* pro+ramme at t!at planned $or 201%&1', =!ere t!i" 4ould re"ult in a

3

8/11/2019 HEFCE 2013-02


matc!ed $undin+ commitment +reater t!an 161; t!e in"titution 4ill be $ree to redirect t!e e-ce"" to

any acce"" or retention acti#ity in t!eir acce"" a+reementB "uc! o#ermatc! mu"t t!u" be retained

4it!in t!e acce"" a+reement "pend, !e total le#el o$ planned "pendin+ on t!e ()* and ot!er =*

mea"ure" 4ill be "ubect to t!e appro#al o$ t!e <$$ice $or Fair Acce"" @<FFA, Furt!er in$ormation

about arran+ement" $or an in"titution" ()* contribution i" +i#en at para+rap!" %0&%8,

12, For t!o"e in"titution" t!at !a#e "et out a planned o#ermatc! in t!eir 201%&1' acce""

a+reement"; t!e requirement 4ill be t!at t!e in"titutional contribution to t!e ()* i" equal to t!e

pre#iou"ly planned 161 matc! @t!at i"; t!e planned "pend le"" t!e o#ermatc! element,

13, .n"titution" 4!ic! intend to c!ar+e le"" t!an t!e minimum $ee t!re"!old $or all t!eir $ull&time

and part&time cour"e" 4ill no lon+er be e-pected to o$$er any in"titutional $inancial contribution

to4ard" t!e pro+ramme; alt!ou+! t!ey may do "o i$ t!ey 4i"!,

1%, Finally; t!e menu o$ option" $or part&time "tudent" !a" c!an+ed in t!at part&time "tudent" may

no4 recei#e t!e "ame type" o$ bene$it" a" $ull&time "tudent",

#onitoring arrangements1', .n"titution" "ubmittin+ acce"" a+reement" $or 201%&1' to <FFA 4ill need to pro#ide ()*

pro+ramme in$ormation in t!o"e a+reement", .n"titution" participatin+ on a #oluntary ba"i" t!at do

not "ubmit an acce"" a+reement to <FFA 4ill be required to "ubmit ()* pro+ramme in$ormation to

HEFCE by completin+ a template t!at can be acce""ed #ia t!e HEFCE e-tranet, Anne- "!o4" a

"ample o$ t!at template,

1, .n"titution" 4ill be required to "ubmit t4o monitorin+ return" in re"pect o$ t!e 201$-14 ()*

allocation t!rou+! t!e <FFA/HEFCE acce"" a+reement and 4idenin+ participation "trate+ic

a""e""ment @=*)A monitorin+ return"6 one a++re+ated at in"titutional le#el in January 201%; and

an indi#iduali"ed bene$iciary return in January 201', .n&year monitorin+ $or 2013&1% i" due to be

"ubmitted by in"titution" in January 201%,

15, !e indi#iduali"ed return "!ould pro#ide t!e a++re+ate number o$ a4ard" deli#ered in t!e $ir"t

term o$ t!e academic year and an e"timate o$ t!e number "till to be deli#ered, !i" early monitorin+

return i" required by 7.) to enable it to report to t!e )ecretary o$ )tate and ot!er Mini"ter" on t!e

pro+re"" o$ t!e pro+ramme,

18, A $inal monitorin+ return i" to be "ubmitted in January 201' 4!en t!e $inal $i+ure" $or 2013&1%

4ill be >no4n, .n t!i" return 4e 4ill require in$ormation at t!e indi#iduali"ed le#el t!at cannot be

collected $rom ot!er data "ource",

1, .n"titution" are al"o e-pected to $la+ ()* recipient" in 2013&1% on t!eir data return" to HE)A

@$or !i+!er education in"titution" or t!e ata )er#ice @$or $urt!er education colle+e",

%ction re&uired

20, 'nstitutions that su(mit access agreements to )**%+ .n"titutional acce"" a+reement" $or

201%&1' mu"t include in$ormation re+ardin+ deli#ery o$ t!e ()* and t!e in"titution" contribution,

Acce"" a+reement" are due to be returned to <FFA by #onda! , %pril 201$,

4

8/11/2019 HEFCE 2013-02


21, 'nstitutions not su(mitting an access agreement to )**%+ .n"titution" intendin+ to c!ar+e

:;000 or le"" $or t!eir $ull&time $ee" and belo4 :%;'00 $or t!eir part&time $ee" D and t!ere$ore not

"ubmittin+ an acce"" a+reement to <FFA D mu"t complete a template and upload it to t!e HEFCE

e-tranet by #onda! , %pril 201$,

22, =e encoura+e in"titution" to upload t!eir data a" early a" po""ible durin+ t!i" period "o t!atany i""ue" o$ data quality can be re"ol#ed be$ore t!e deadline, etail" on !o4 to acce"" t!e

template 4ill be "ent to !ead" o$ in"titution" and to 4idenin+ participation "trate+ic "tatement; ()*

and acce"" a+reement contact",

)pting out

23, *articipation in t!e ()* i" compul"ory $or in"titution" intendin+ to c!ar+e abo#e :;000 $or

an! o$ t!eir $ull&time under+raduate $ee"; or abo#e :%;'00 $or an! o$ t!eir part&time under+raduate

$ee" $rom 201%&1',

2%, .n"titution" intendin+ to c!ar+e :;000 or le"" $or t!eir $ull&time $ee" and :%;'00 or le"" $or

t!eir part&time $ee" 4ill not be required to ma>e a contribution to t!e pro+ramme $rom 201%&1',i#en t!e bene$it t!e ()* o$$er" to "tudent" 4e do not anticipate t!at "uc! in"titution" 4ill 4i"! to

opt out o$ t!e ()*, .$ an in"titution c!ar+in+ belo4 t!e minimum $ee t!re"!old 4i"!e" to opt out it

mu"t in$orm u" o$ t!i" deci"ion in t!e template pro#ided on t!e e-tranet,

2', For "uc! in"titution"; i$ 4e do not recei#e t!e template con$irmin+ plan" $or t!e ()* or

noti$ication o$ opt&out by t!e deadline o$ 8 April 2013; 4e 4ill a""ume t!at t!e in"titution i" not

participatin+ in t!e pro+ramme and 4e 4ill remo#e it" ()* allocation,

5

8/11/2019 HEFCE 2013-02


'ntroduction

hat is provided (! the National Scholarship Programme

2, !e purpo"e o$ t!e (ational )c!olar"!ip *ro+ramme @()* i" to pro#ide a direct bene$it to

indi#idual; eli+ible "tudent" $rom di"ad#anta+ed bac>+round" a" t!ey enter !i+!er education,

Fundin+ deli#ered t!rou+! t!e o#ernment" contribution to t!e pro+ramme cannot be u"ed to $undoutreac! acti#itie",

25, !e o#ernment" contribution to t!e pro+ramme 4ill be :1'0 million in 201%&1' and remain"

at :3;000 per "tudent @pro rata, Eac! eli+ible $ull&time "tudent a4arded a "c!olar"!ip 4ill recei#e a

bene$it o$ not le"" t!an :3;000 in t!eir $ir"t year o$ "tudy; 4it! a pro rata amount deli#ered to eli+ible

part&time "tudent" "tudyin+ a minimum o$ 2' per cent inten"ity relati#e to t!e $ull&time equi#alent

@FE,

28, .t i" intended t!at t!e element o$ t!e a4ard $unded $rom t!e o#ernment" contribution 4ill be

deli#ered in t!e $ir"t year o$ "tudy, !i" may be matc!ed by a contribution $rom t!e in"titution; but

in"titution" matc!ed $undin+ can be pro#ided in year one or "pread acro"" "ub"equent year" @topromote retention $or e-ample, =e pro#ide $urt!er detail re+ardin+ matc!ed $undin+ requirement" in

para+rap!" %0&%8,

2, (o more t!an :1;000 o$ t!e total "c!olar"!ip may be o$$ered a" a ca"! a4ard @pro rata $or

part&time "tudent",

*unding method

30, From 201%&1'; t!e allocation model $or t!e ()* 4ill c!an+e "o t!at t!e di"tribution o$ t!e

$undin+ i" more clo"ely ali+ned 4it! t!e number" o$ "tudent" $rom lo4&income bac>+round" in

indi#idual in"titution", !e aim o$ t!e ne4 allocation met!od i" to re$lect more clo"ely t!e pattern" o$

recruitment o$ "tudent entrant" 4it! a !ou"e!old income belo4 :2';000; t!e national criterion $or ana4ard under t!e pro+ramme,

31, !e ne4 allocation model !a" "ome "imilaritie" to t!e Acce"" to earnin+ Fund a" t!i" i" t!e

allocation model mo"t clo"ely ali+ned to t!e purpo"e" o$ t!e ()*, Allocation" t!rou+! t!e ne4 model

are calculated u"in+ data relatin+ to pa"t "tudent co!ort" and pre#iou" )tudent oan" Company

@)C data, !e indi#idual "tudent data 4!ic! in"titution" "ubmit t!rou+! Hi+!er Education )tati"tic"

A+ency @HE)A and .ndi#iduali"ed earner 9ecord @.9 return" are lin>ed to t!o"e pro#ided by t!e

)C to pro#ide additional in$ormation about t!e loan and $ee entitlement" o$ "tudent", !e model

lin>" )C data 4it! +eo+rap!ic area mea"ure" 4!ic! calculate area" o$ lo4 participation,

Con"equently; t!e met!od u"e" bot! area mea"ure" and "tudent income mea"ure" deri#ed $rom t!e

)C data,

32, !e ne4 allocation met!od o$$er" a more appropriate approac! t!rou+! 4!ic! to deli#er t!e

()* to in"titution" t!an t!e current met!od dri#en by o#erall under+raduate "tudent #olume, .n line

4it! our u"ual practice; 4e 4ill relea"e eac! in"titution" data to t!eir HE)E)/HE.FE) contact "o t!at

t!ey can re&create and c!ec> t!e ne4 allocation model D "ee Anne-e" 7 and C $or more in$ormation

about t!i" relea"e,

6

8/11/2019 HEFCE 2013-02


33, o enable plannin+; 4e !a#e included pro#i"ional allocation" at Anne- A, .n"titution" "!ould

note t!at; becau"e t!e underlyin+ data 4ill be a$$ected by c!an+e" relatin+ to bot! 2012&13 and

2013&1%; these figures can (e notional onl!. and /ill (e revised in *e(ruar! 201$ as more

recent data (ecome availa(le, Final allocation" $or 201%&1' 4ill be publi"!ed in February 201%,

3%, =!ere t!e ne4 model re"ult" in an allocation 4!ic! 4ill not deli#er one $ull :3;000 "c!olar"!ip4e !a#e rounded up t!e allocation to en"ure t!at at lea"t one $ull a4ard can be o$$ered,

o/ the NSP ma! (e delivered

3', !e o#ernment !a" pro#ided a menu o$ option" $rom 4!ic! in"titution" may c!oo"e !o4 to

o$$er "c!olar"!ip", !e"e !a#e not c!an+ed "ince 2012&13 and are6

• a $ee 4ai#er or $ee di"count

• a $ree or di"counted $oundation year

• $inancial "c!olar"!ip or bur"ary; capped a" a ca"! a4ard at :1;000 @pro rata

•

in"titutional "er#ice",

3, .n"titutional "er#ice" mi+!t include6

• di"counted accommodation or arran+ement" to contribute to t!e co"t o$ pri#ate

accommodation

• !elp 4it! c!ildcare co"t"

• !elp 4it! purc!a"e o$ . or cour"e&related equipment

• #ouc!er" $or te-tboo>" $rom campu" or online retailer"

• pre&paid account card" $or in"titutional +ood" and "er#ice"

• !elp 4it! tran"port co"t"

• !elp 4it! printer co"t"

• "ub"idi"ed $ield trip"

• "ub"idi"ed meal"

• !elp 4it! lab co"t",

35, !e important principle in determinin+ 4!et!er "omet!in+ i" an in"titutional "er#ice or not i"

4!et!er or not t!e in"titution pay" $or it, For e-ample; i$ t!e in"titution !a" an arran+ement 4it! an

accommodation pro#ider 4!ereby t!e in"titution pay" $or t!e accommodation and "ub&let" it; t!en

t!i" accommodation i" an in"titutional "er#ice, .$ t!e "tudent pay" $or t!e accommodation directly; it

i" not an in"titutional "er#ice,

38, .n ca"e" 4!ere t!e ()* o$$er i" in t!e $orm o$ $ee 4ai#er" or di"count"; or $ree or di"counted

$oundation year"; t!e )C mu"t be in$ormed #ia t!e online c!an+e o$ circum"tance @C<C

noti$ication $or eac! "tudent, !i" i" proce""ed by t!e rele#ant a4ard aut!ority; and re"ult" are

updated into t!e )tudent Finance "y"tem and $ee payment report" $or !i+!er education in"titution",

7

8/11/2019 HEFCE 2013-02


For 2013&1%; t!e )C i" de#elopin+ an en!ancement to it" bur"ary admini"tration "er#ice $or t!e

automation o$ $ee 4ai#er",

3, !e +o#ernment&$unded element o$ eac! "c!olar"!ip mu"t be deli#ered in t!e year o$ entry $or

t!e "tudent,

'nstitutional contri(utions to the programme%0, !e met!od u"ed $or calculatin+ t!e number o$ ()* a4ard" eac! in"titution i" +i#en !a"

c!an+ed, =!ere pre#iou"ly t!e ()* allocation; and t!ereby number o$ a4ard"; 4a" calculated on a

#olume mea"ure; t!e ne4 allocation met!od i" de"i+ned to ali+n better 4it! t!e ()* eli+ibility

criteria, !i" mean" t!at allocation" 4ill be calculated accordin+ to a principle o$ $undin+ in"titution"

in proportion to t!e number o$ "tudent" li>ely to be eli+ible to recei#e t!e ()* and not in proportion

to t!e "ie o$ an in"titutionG" under+raduate population, Furt!er; tec!nical in$ormation about t!e

allocation met!odolo+y can be $ound in Anne-e" E and F

%1, !e mo#e to t!e ne4 allocation met!od !a" nece""itated c!an+e" in t!e matc!ed $undin+

requirement placed upon in"titution" intendin+ to c!ar+e abo#e t!e ba"ic $ee le#el" in 201%&1', From201%&1' in"titution" are required to continue to meet t!e matc!ed $undin+ le#el pre#iou"ly planned

and a+reed in t!eir e-i"tin+ acce"" a+reement" $or 201%&1',

%2, =!ere t!e ne4 allocation re"ult" in an in"titution recei#in+ an allocation +reater t!an t!e

matc!ed $undin+ pre#iou"ly planned; t!e matc!ed $undin+ requirement 4ill not be increa"ed; but 4ill

remain at t!e le#el planned in t!e acce"" a+reement $or 201%&1', !e 4!ole o$ t!e planned matc!

"!ould be dedicated to "upportin+ t!e ()*, .n"titution" may increa"e t!eir contribution to t!e

pro+ramme i$ t!ey 4i"!,

%3, =!ere t!e ne4 allocation re"ult" in an in"titutional commitment +reater t!an a ratio o$ 161 @t!at

i"; +reater t!an 100 per cent o$ t!eir ne4 allocation in"titution" are $ree to redirect t!e e-ce"" to any

$inancial "upport; acce"" or retention acti#ity in t!eir acce"" a+reement @includin+ additional ()*

a4ard",

%%, .n ca"e" 4!ere t!e matc!ed $undin+ planned $or 201%&1' e-ceeded 100 per cent o$ t!e

o#ernment" allocation under t!e pre#iou" model @t!at i"; an in"titution !ad c!o"en to o#ermatc! it"

contribution; in"titution" "!ould aim to contribute t!e matc!ed $undin+ e-pected under t!e pre#iou";

#olume&dri#en; allocation met!od $or t!at year,

%', .n"titution" may pro#ide a $undin+ contribution o$ more t!an 100 per cent, =!ile mo"t

in"titution" matc! t!e o#ernmentG" ()* contribution $rom $ee income; t!e pro+ramme doe" not

preclude t!em $rom u"in+ t!e ()* a" le#era+e to attract contribution" $rom p!ilant!ropic donor";

includin+ employer" and c!aritie", )uc! donation" may be eli+ible $or i$t Aid; 4!ic! 4ould $urt!eren!ance t!e #alue o$ t!e contribution, !i" approac! i" encoura+ed a" it could a""i"t more "tudent"

to bene$it $rom t!e ()*,

%, .n"titution" may c!oo"e to u"e t!eir matc!ed contribution to t!e $und to6

• top up t!e "c!olar"!ip a4arded to indi#idual "tudent" to increa"e t!e total a4ard t!ey

recei#e

8

8/11/2019 HEFCE 2013-02


• o$$er additional :3;000 @or pro rata "c!olar"!ip" to ot!er eli+ible "tudent"

• combine t!e t4o option" by o$$erin+ an en!anced le#el o$ a4ard to a +reater number o$

"tudent",

%5, .n"titution" may c!oo"e to deli#er all o$ t!eir matc!ed contribution in t!e $ir"t year; or to "pread

t!eir contribution o#er year" o$ "tudy i$ t!e matc!ed $undin+ i" u"ed to en!ance t!e le#el o$ t!ea4ard made,

%8, !e o#ernment !a"; "ince t!e "tart o$ t!e "c!eme; ac>no4led+ed t!e po""ibility t!at t!e

requirement $or an in"titutional contribution may mean "ome in"titution" cannot continue to in#e"t

t!e nece""ary re"ource" into important outreac! acti#ity, .n "uc! circum"tance"; in"titution" may

ma>e a ca"e to t!e irector o$ Fair Acce"" $or a reduced le#el o$ in"titutional contribution; 4!ic! t!e

<$$ice $or Fair Acce"" @<FFA 4ill con"ider, .n"titution" may al"o 4ant to di"cu"" t!e impact o$ t!e

c!an+e" in t!e $undin+ met!odolo+y 4it! bot! HEFCE and <FFA,

e&uirements for institutions intending to charge at or (elo/ the (asic fee levels

%, For t!o"e in"titution" 4!ic! intend to c!ar+e $ee" at or belo4 t!e ba"ic $ee le#el" $or bot! $ull&time and part&time "tudent" in 201%&1' @:;000 $or $ull&time "tudent" and :%;'00 $or part&time

"tudent"; t!ere 4ill no lon+er be a matc!ed $undin+ requirement; alt!ou+! additional in"titutional

$undin+ may be added to t!e +o#ernment $undin+ i$ in"titution" 4i"! to do "o, !e option" $or

deli#erin+ t!e $und are t!e "ame a" $or t!o"e c!ar+in+ abo#e t!e ba"ic $ee le#el; a" "et out in

para+rap!" 3'&3 and %&%5,

'0, .n"titution" intendin+ to c!ar+e at or belo4 t!e ba"ic $ee le#el" $or all t!eir cour"e" are not

required to "ubmit an acce"" a+reement to <FFA, )uc! in"titution" "!ould complete t!e template on

t!e HEFCE e-tranet "ettin+ out !o4 t!ey intend to deli#er t!e "c!olar"!ip",

'1, !e template mu"t be "ubmitted to HEFCE by #onda! , %pril 201$ #ia t!e HEFCE e-tranet, etail" on !o4 to acce"" t!e template 4ill be "ent to !ead" o$ in"titution" and to ()*; 4idenin+

participation "trate+ic "tatement and acce"" a+reement contact",

'2, i#en t!e bene$it t!e ()* o$$er" to "tudent" and t!e $act t!at t!ere i" no in"titutional

contribution requirement $or in"titution" intendin+ to c!ar+e at or belo4 t!e ba"ic $ee t!re"!old; 4e

do not anticipate t!at "uc! in"titution" 4ill 4ant to opt out o$ t!e ()*,

'3, Ho4e#er; i$ an in"titution c!ar+in+ belo4 t!e minimum $ee t!re"!old 4i"!e" to opt out it mu"t

in$orm u" o$ t!i" deci"ion in t!e template pro#ided on t!e e-tranet, .$ 4e do not recei#e t!e template

con$irmin+ plan" $or t!e ()* or noti$ication o$ opt&out by t!e deadline; 4e 4ill a""ume t!at t!e

in"titution i" not participatin+ in t!e pro+ramme and 4e 4ill remo#e it" ()* allocation,

'nstitutional contri(utions for franchising institutions and partnercolleges

'%, .n"titution" 4it! $ranc!i"e a+reement" 4it! partner colle+e" "!ould con"ider t!e number o$

"c!olar"!ip" t!at t!ey 4ill a4ard t!rou+! "uc! arran+ement"; and 4!et!er t!ey need to de#elop

di$$erent eli+ibility criteria $or "uc! $ranc!i"ed pro#i"ion, .t i" up to t!e $ranc!i"in+ in"titution to

determine t!e proce"" t!rou+! 4!ic! "uc! a4ard" "!ould be made; but t!e in"titution mu"t "ecure

9

8/11/2019 HEFCE 2013-02


appropriate a""urance $rom it" partner colle+e" t!at t!e $und" !a#e been allocated appropriately and

in line 4it! t!e a+reed criteria, etail" o$ a4ard" relatin+ to $ranc!i"ed pro#i"ion @indirect number"

made t!rou+! partner colle+e" "!ould be reported by t!e !i+!er education in"titution,

'', Colle+e" !oldin+ directly $unded number" 4ill; 4!ere appropriate; recei#e t!eir o4n allocation

o$ a4ard" relatin+ to t!e"e number", =!ere a4ard" are allocated; colle+e" 4ill need to run t!eir o4na4ard" "c!eme and report to HEFCE @or <FFA i$ t!ey return an acce"" a+reement,

', <#erall; t!e in"titutional contribution requirement" $or t!e $ranc!i"in+ in"titution remain;

re+ardle"" o$ $ee le#el" c!ar+ed at t!e partner colle+e 4!ere t!e $ranc!i"e pro#i"ion i" deli#ered,

nder t!e ne4 matc!in+ arran+ement"; it 4ill be $or t!e $ranc!i"in+ in"titution to decide !o4 muc! o$

it" contribution planned $or 201%&1' 4ill be u"ed to "upport a4ard" pa""ed to partner colle+e", .t i"

allo4able $or $ranc!i"in+ in"titution and partner colle+e to determine bet4een t!em"el#e" an element

o$ ()* contribution $rom colle+e a" part o$ t!eir u"ual $undin+ a+reement, .n all ca"e"; t!e minimum

#alue o$ an a4ard to an indi#idual mu"t be :3;000 @pro rata; 4!ere#er it i" deli#ered,

%llocation of the Government3s contri(ution

'5, .n"titution" "!ould note t!at t!e pro#i"ional allocation" at Anne- A "tate t!e number o$ $ull&time

equi#alent "c!olar"!ip" t!at eac! in"titution" allocation 4ill deli#er, !i" indicate" t!e minimum

number o$ "c!olar"!ip" t!at eac! in"titution i" e-pected to a4ard, .t i" not acceptable $or in"titution"

to u"e t!e o#ernment" contribution to o$$er lar+er a4ard" to $e4er "tudent",

'8, Any ()* $und" t!at 4ould !a#e been deli#ered to in"titution" t!at opt out o$ t!e pro+ramme

4ill be e#enly redi"tributed to all in"titution" participatin+ in t!e pro+ramme u"in+ t!e ()* allocation

met!od a" de"cribed in Anne-e" 7 and C,

', !e $inal allocation" 4ill be con$irmed in February 201%, .n"titutional allocation" 4ill be

deli#ered in one payment made in Au+u"t 201%,

0, .n"titution" are required to u"e all o$ t!e $und" deli#ered t!rou+! t!e ()* $or "c!olar"!ip", .t i"

not acceptable $or any o$ t!e $und" to be u"ed to co#er admini"trati#e co"t" incurred by t!e

in"titution, .n t!e e#ent t!at intere"t i" accrued on $und" be$ore t!ey are allocated; "uc! intere"t

could be u"ed by t!e in"titution to add to it" ()* allocation or to o$$"et "ome o$ it" admini"trati#e

co"t", Moreo#er; rea"onable admini"tration co"t" are con"idered countable acti#ity a" part o$ acce""

a+reement",

1, .n"titution" "!ould plan to "pend all o$ t!e o#ernment" ()* allocation eac! year; but 4e

ac>no4led+e t!at t!i" may not al4ay" be practicable, .n"titution" "!ould di"cu"" t!e carryin+

$or4ard o$ $und" 4it! HEFCE and <FFA, HEFCE re"er#e" t!e ri+!t to reco#er e-ce"" balance" and

redi"tribute t!em to ot!er in"titution",

%ccounting for NSP and matched funds

2, !e ()* repre"ent" a "i+ni$icant in#e"tment o$ public $und"; and in"titution" 4ill need to

en"ure t!at t!ey are able to account e$$ecti#ely $or bot! t!e +o#ernment $und" deli#ered t!rou+! t!e

pro+ramme and t!eir matc!ed $undin+ contribution, HEFCE; on be!al$ o$ 7.); re"er#e" t!e ri+!t to

audit participatin+ in"titution" in re"pect o$ t!e pro+ramme; i$ t!e need ari"e"; and 4ill require annual

10

8/11/2019 HEFCE 2013-02


report" 4it!in t!e 4idenin+ participation "trate+ic a""e""ment @=*)A or acce"" a+reement

monitorin+ return" re+ardin+ t!e operation o$ t!e pro+ramme and t!e $und" deli#ered,

3, .n"titution" "!ould account $or ()* $und" in accordance 4it! t!e )tatement o$ 9ecommended

*ractice6 Accountin+ $or Furt!er and Hi+!er Education1,

Student eligi(ilit!%, !e o#ernment !a" "et #ery broad&ba"ed national eli+ibility criteria $or t!e pro+ramme;

ba"ed on !ou"e!old income, )tudent" are eli+ible to apply $or or be con"idered $or a "c!olar"!ip i$

t!eir declared !ou"e!old re"idual income i" :2';000 or le""; 4!et!er t!ey are $ull&time or part&time

"tudent", Ho4e#er; in"titution" mu"t ma>e it clear in all communication"; mar>etin+ and publicity t!at

meetin+ t!i" e""ential eli+ibility criterion doe" not equate to entitlement to a "c!olar"!ip,

', uidance on !o4 to a""e"" !ou"e!old income can be $ound in t!e A""e""in+ Financial

Entitlement "ection o$ t!e )tudent Finance En+land *ractitioner" 4eb&"ite2; and in (ational

)c!olar"!ip *ro+ramme6 .ncome #eri$ication $or part&time "tudent" @HEFCE Circular letter 0/2012;

4!ic! can be $ound in t!e publication" "ection o$ t!e HEFCE 4eb&"ite,

, =it! t!e e-ception o$ part&time "tudent"; 4!o are eli+ible to recei#e a pro rata a4ard $rom t!e

complete menu o$ mode" o$ deli#ery; t!e ()* can only be u"ed to a""i"t t!o"e cate+orie" o$ per"on

4!o quali$y $or di$$erent element" o$ "tudent "upport under t!e current Education @)tudent )upport

9e+ulation"3, =!ere t!o"e re+ulation" di$$erentiate bet4een t!e type" o$ "upport a#ailable to

di$$erent cate+orie" o$ per"on; 4e 4ould e-pect t!e ()* a4ard" to di$$erentiate "imilarly, !i" 4ill

!a#e t!e $ollo4in+ e$$ect6

a, ()* a4ard" 4ill not be a#ailable to indi#idual" 4!o are ordinarily re"ident in )cotland;

=ale" and (ort!ern .reland,

b, !e maintenance element o$ an ()* a4ard @di"counted accommodation or ot!erin"titutional "er#ice" and ca"! a4ard; 4ill not be a#ailable to E national"%,

5, .n"titution" "!ould include 4it!in t!e pool to be con"idered $or an a4ard all t!o"e enterin+;

4!et!er t!rou+! A&le#el or ot!er entry route" @$or e-ample adult" 4it! no $ormal quali$ication";

entrant" pro+re""in+ $rom apprentice"!ip"; and learner" 4it! #ocational quali$ication" 4!o meet t!e

e""ential criterion,

8, .n addition to t!e broad eli+ibility criterion outlined in para+rap! %; t!e $ollo4in+ cate+orie" o$

"tudent are not eli+ible $or t!e ()*; irre"pecti#e o$ t!eir income le#el", !e"e are6

• (H)&$unded "tudent" @t!i" doe" not apply to "tudent" 4!o are on a +uaranteed pat!4ay to a

medicine related quali$ication but not yet in receipt o$ a (H) bur"ary6 t!e"e "tudent" are

1 A#ailable at 444,uni#er"itie"u>,ac,u>/*ublication"/ype/*a+e"/Code&o$&*ractice,a"p-2 A#ailable at 444,practitioner","lc,co,u>/media/158851/a""e""in+I$inancialIentitlementI12&I13I$inalI1&

1IaprilI2012,pd$ 3 )ee 444,le+i"lation,+o#,u>/u>"i/2012/1'3/content"/made but note t!at later update" may be a#ailable,% 7y E national" 4e mean t!o"e "tudent" $or 4!om t!e only para+rap! in *art 2 )c!edule 1 o$ t!e re+ulation" into

4!ic! t!e "tudent $all" i" para+rap! ,

11

http://www.universitiesuk.ac.uk/Publications/Type/Pages/Code-of-Practice.aspx


http://www.practitioners.slc.co.uk/media/178871/assessing_financial_entitlement_12-_13_final_1-1_april_2012.pdf



http://www.legislation.gov.uk/uksi/2012/1653/contents/made




http://www.legislation.gov.uk/uksi/2012/1653/contents/made

8/11/2019 HEFCE 2013-02


eli+ible to recei#e an ()* a4ard becau"e t!e $ir"t part o$ t!e cour"e i" a "tand&alone

pro+ramme 4!ic! doe" not attract ot!er $undin+• "tudent" underta>in+ a po"t+raduate initial teac!er trainin+ cour"e leadin+ to quali$ied

teac!er "tatu"

• any ot!er "tudent" 4!o"e $ee" are paid or part&paid t!rou+! a "pon"or"!ip arran+ement

• "tudent" 4!o are not con"idered to be ne4 entrant" becau"e t!ey are continuin+ $rom

one cour"e to anot!er @$or e-ample; $rom $oundation de+ree or H( on to t!e $inal year

o$ an !onour" de+ree'

• "tudent" tran"$errin+ in $rom anot!er in"titution

• "tudent" underta>in+ a po"t+raduate quali$ication

• part&time "tudent" "tudyin+ at le"" t!an 2' per cent inten"ity relati#e to t!e $ull&time

equi#alent,

, Additional eli+ibility criteria 4ill be a matter $or indi#idual in"titution", =!en determinin+ any

additional criteria; in"titution" may 4i"! to con"ider i$ t!ere are particular +roup" o$ "tudent" t!ey

4ould e"pecially "ee> to "upport and encoura+e, !i" mi+!t include mature "tudent" or "tudent"

4!o !a#e pre#iou"ly bene$ited $rom t!e Education Maintenance Allo4ance; t!e current 1&1

bur"ary; or ot!er di"cretionary need"&ba"ed a4ard", .n"titution" may 4i"! to re$er to t!e HEFCE

+uidance Hi+!er education outreac!6 tar+etin+ di"ad#anta+ed learner" @HEFCE 2005/12; 4!ic!

de"cribe" >ey criteria $or tar+etin+ 4idenin+ participation acti#ity, !ey include6

• learner" $rom lo4er "ocio&economic +roup"

• "tudent" 4it! di"abilitie"

• "tudent" 4!o 4ere loo>ed&a$ter c!ildren or care lea#er" @"tudent" are able to declare

t!i" in$ormation under t!e Hi+!er Education 7ur"ary and )c!olar"!ip )c!eme @HE7))

• particular et!nic minority +roup"

• tra#eller"

• re$u+ee",

50, !e $ormati#e e#aluation o$ t!e ()* !a" "!o4n t!at a number o$ in"titution" are u"in+

*articipation o$ ocal Area" @*<A9 cla""i$ication" to $orm an eli+ibility criterion 4!en ma>in+

a4ard", .n"titution" "!ould note t!at *<A9 i" an area&ba"ed mea"ure; "uitable $or $undin+ and

policy purpo"e"; but not "uited to ma>in+ deci"ion" ba"ed upon indi#idual", !i" i" becau"e

"tudent" not li#in+ in lo4 participation area" can be di"ad#anta+ed in ot!er 4ay"; and #ice #er"a,

51, .n"titution" mu"t en"ure t!at any additional criteria t!ey u"e are tran"parent and comply $ully

4it! t!eir dutie" and re"pon"ibilitie" under t!e Equality Act 2010 and ot!er rele#ant le+i"lation, !ey

' !e ()* i" aimed at ne4 entrant" to !i+!er education, !u" entrant" onto $oundation de+ree or H( cour"e"

4ould be able to apply $or an a4ard; but t!o"e 4!o are toppin+ up a4ard" 4ould not be con"idered ne4 entrant"

e#en i$ t!e top&up occur" at a di$$erent in"titution,

12

8/11/2019 HEFCE 2013-02


may need to indicate in t!eir +uidance t!at meetin+ t!e additional criteria doe" not con"titute

entitlement to a "c!olar"!ip,

52, .t 4ill be t!e re"pon"ibility o$ eac! in"titution to operate tran"parent and $air proce""e" and

procedure" $or ma>in+ ()* a4ard", !ey mu"t al"o deal $airly 4it! querie" relatin+ to t!e ()*; and

!andle any appeal" a+ain"t deci"ion" made in re"pect o$ a4ardin+ "c!olar"!ip", .n"titution" mu"ten"ure t!at t!ey pro#ide clear +uidance $or "tudent" re+ardin+ appeal" proce""e",

'nformation for potential NSP (eneficiaries

53, 9ai"in+ a4arene"" o$ t!e ()* amon+ potential bene$iciarie" o$ !i+!er education i" a >ey

priority $or t!e pro+ramme, =e "tron+ly encoura+e in"titution" to put detail" about t!e ()*

alon+"ide in$ormation about ot!er in"titutional or cour"e bur"arie"; "c!olar"!ip" and a4ard" $or

4!ic! applicant" mi+!t be eli+ible; to en"ure t!at t!o"e "tudent" 4!o may be a4arded t!e ()* do

not o#erloo> ot!er opportunitie" $or "upport,

5%, .n"titution" mu"t en"ure t!at in$ormation re+ardin+ t!e operation o$ and criteria $or t!e ()* i"

readily a#ailable to eli+ible "tudent" and publi"!ed on eac! in"titution" 4eb&"ite, )uc! in$ormation"!ould include6

• t!e total number o$ "c!olar"!ip" t!e in"titution intend" to a4ard

• t!e total #alue o$ eac! "c!olar"!ip

• t!e number o$ year" eac! "c!olar"!ip 4ould be a4arded $or

• t!e national and in"titutional eli+ibility criteria @i$ it i" li>ely t!at an in"titution 4ill !a#e

more "tudent" meetin+ it" eli+ibility criteria t!an it 4ill !a#e "c!olar"!ip" to a4ard; t!en it

"!ould clearly "tate t!at meetin+ t!e eli+ibility criteria 4ill not +uarantee receipt o$ a

"c!olar"!ip

• t!e application proce"" $or $ull&time and part&time applicant"

• !o4 t!e "c!olar"!ip 4ill be a4arded @$or e-ample tuition $ee 4ai#er or reduction; $ree

$oundation year; di"counted accommodationB i$ in"titution" intend to o$$er a number o$

model" t!e rele#ant in$ormation mu"t be pro#ided $or eac! model

• !o4 t!e ()* relate" to and interact" 4it! t!e re"t o$ t!e in"titution" "tudent "upport

arran+ement",

5', .n"titution" "!ould include a re$erence to t!e ()* in t!eir ey .n$ormation )et "ubmi""ion, !e

pa+e lin>ed to by t!e "upport detail" 9 @)**<99 pro#ided to HE)A and HEFCE "!ould

include a prominent re$erence to t!e ()* @$or $urt!er in$ormation; plea"e "ee t!e HE)A +uidance,

5, A" part o$ it" Cour"e Finder $acility CA) 4ill pro#ide in$ormation on 4!et!er an in"titution

a4ard" ()* $und",

13

8/11/2019 HEFCE 2013-02


55, .n May 2012; CFE Con"ultin+ publi"!ed a re#ie4 o$ t!e pro+ramme "etup $or t!e $ir"t year o$

operation, 7a"ed on initial $indin+" t!e e#aluator" identi$ied a number o$ in"titutional 4eb&"ite" 4!ere

()* in$ormation $or applicant" !ad been particularly 4ell pre"ented and 4!ic! 4ere t!ou+!t to be

mo"t !elp$ul to potential applicant", )uc! 4eb&"ite" tend to6

• be ea"y to na#i+ate to locate in$ormation about t!e ()* and ot!er a"pect" o$ "tudent

$inancial "upport

• de"cribe t!e purpo"e o$ t!e ()* and !o4 it i" $unded; clearly and conci"ely

• outline t!e number o$ "c!olar"!ip" t!e in"titution 4ill deli#er

• "tate t!e le#el o$ t!e a4ard eac! bene$iciary 4ill recei#e

• pro#ide detail" on t!e time"cale o#er 4!ic! t!e pac>a+e 4ill be a4arded @"uc! a"

4!et!er it i" $or t!e $ir"t year only; or $ir"t and "ub"equent year"

• "tate clearly at 4!at point or point" in t!e year t!e a4ard 4ill be deli#ered to "tudent"

•

de"cribe !o4 t!e pac>a+e 4ill be a4arded @"uc! a" $ee 4ai#er; ca"! bur"ary; #ouc!er" )

• include in$ormation on core eli+ibility criteria and any additional criteria

• ma>e "peci$ic re$erence to part&time and mature "tudent" eli+ibility

• outline 4!at action @i$ any t!e applicant need" to ta>e to $ind out more in$ormation and

apply $or a "c!olar"!ip

• pro#ide clear in"truction" on !o4 and 4!en to apply; and include an application $orm

online

• clari$y 4!et!er potential "tudent" can apply $or ot!er type" o$ $inancial "upport @"uc! a"

bur"arie" and $ee 4ai#er" o$$ered by t!e in"titution; and 4!at t!e"e include• include lin>" to +uidance on t!e ()*

• pro#ide a point o$ contact 4it!in t!e in"titution t!at applicant" can approac! 4it! $urt!er

querie"

• pro#ide a re+ularly updated FAK "ection,

58, .t 4ill al"o be !elp$ul $or in"titution" to !i+!li+!t t!e interaction o$ any a4ard" t!ey ma>e 4it!

any "tate bene$it" t!at "tudent" may be claimin+, .n"titution" need to be e"pecially mind$ul o$ t!e

impact o$ any ca"! a4ard" on "tudent" entitlement" to bene$it payment",

5, =e encoura+e in"titution" to re#ie4 t!e in$ormation t!ey currently pro#ide 4it! re+ard to t!e

()* on t!eir 4eb&"ite" and; 4!ere nece""ary; en!ance it by ta>in+ t!e action" identi$ied abo#e,

80, .n"titution" al"o need to en"ure t!at t!o"e 4!o apply directly to t!e in"titution are made a4are

o$ t!e pro+ramme; and t!at na#i+ation to t!e rele#ant 4eb pa+e $rom ot!er part" o$ t!e in"titution"

4eb&"ite i" "trai+!t$or4ard, .n"titution" "!ould con"ider !o4 t!ey u"e t!eir mar>etin+ and 4idenin+

participation outreac! acti#ity to in$orm potential bene$iciarie" o$ t!eir ()* pro#i"ion,

14

8/11/2019 HEFCE 2013-02


81, .n"titution" "!ould al"o en"ure t!at applicant" $or cour"e" at partner in"titution" o$$erin+

$ranc!i"ed pro#i"ion are $ully a4are o$ t!e pro+ramme and are able to apply $or "c!olar"!ip",

.n$ormation "!ould be made a#ailable t!rou+! partner in"titution" 4eb&"ite"; includin+ t!e criteria

and t!e proce"" $or applyin+,

82, =e appreciate t!at "ome in"titution" !a#e ta>en t!e #ie4 t!at t!e number o$ a4ard" t!eirallocation pro#ide" i" "o "mall t!at pro#idin+ e-ten"i#e in$ormation on t!e 4eb&"ite mi+!t rai"e

applicant" e-pectation" 4!ic! t!e in"titution 4ould be unable to meet, =!ile 4e under"tand t!i"

po"ition; 4e encoura+e in"titution" to pro#ide in$ormation about t!e pro+ramme 4!ile bein+

"u$$iciently tran"parent about t!e limitation" o$ t!eir allocation and; 4!ere appropriate; 4!at ot!er

"upport mi+!t be a#ailable to "tudent", E#en 4!ere allocation" are #ery $e4 in number; in"titution"

"!ould !a#e a clear rationale $or !o4 t!ey intend to ma>e an a4ard; and t!i" "!ould be tran"parent

to potential bene$iciarie" t!rou+! t!e in$ormation in"titution" ma>e a#ailable on t!eir 4eb&"ite",

%llocation process

83, !ere i" no centrali"ed allocation proce"" $or indi#idual ()* a4ard"B in"titution" 4ill need to

!a#e t!eir o4n "y"tem" in place,

8%, For t!o"e "tudent" ma>in+ a direct application to "tudy at an in"titution; t!e in$ormation

pro#ided to applicant" "!ould include +uidance re+ardin+ t!e ()* and "i+npo"tin+ to t!e rele#ant

"ection" o$ in"titution" 4eb&"ite", .n"titution" 4ill proce"" all t!eir application" $or "tudy a" u"ual;

bot! t!o"e comin+ t!rou+! t!e CA) application "y"tem and t!o"e applyin+ directly, .n"titution" 4ill

t!en ma>e t!eir deci"ion" and i""ue o$$er letter" to applicant", At t!i" point in"titution" "!ould in$orm

applicant" t!at t!ey may be entitled to an ()* a4ard and +uide t!em to t!e rele#ant "ection o$ t!e

in"titution" 4eb&"ite, o minimi"e potential con$u"ion $or applicant"; particularly t!o"e in receipt o$

o$$er" $rom more t!an one in"titution; in"titution" "!ould in$orm t!e applicant by includin+ t!e

$ollo4in+ common para+rap! eit!er in t!eir o4n o$$er communication @4!et!er by e&mail or letter or

a" part o$ t!e o$$er "ent t!rou+! CA)6

Lou may be eli+ible $or a (ational )c!olar"!ip a4ard, !e (ational )c!olar"!ip *ro+ramme

i" an initiati#e aimed at lo4&income "tudent" and $unded bot! by t!e o#ernment and by

uni#er"itie" and colle+e", o be con"idered $or a "c!olar"!ip your re"idual !ou"e!old income

mu"t be belo4 :2';000; alt!ou+! not all t!o"e 4it! income" belo4 t!i" le#el 4ill recei#e a

(ational )c!olar"!ip a4ard, o $ind out more about eli+ibility $or t!e (ational )c!olar"!ip

*ro+ramme and about ot!er in"titutional "upport t!at mi+!t be a#ailable to you; plea"e #i"it

our 4eb&"ite at insert relevant web-page addressN 4!ic! al"o indicate" !o4 you may apply

and !o4 you 4ould t!en be a""e""ed $or a "c!olar"!ip,

8', =!en de"i+nin+ t!eir allocation and a""e""ment proce""e" $or t!e ()*; in"titution" "!ould

care$ully con"ider 4!at additional in$ormation t!ey mi+!t need $rom t!e applicant o#er and abo#e

t!at already "upplied eit!er t!rou+! CA) or; in t!e ca"e o$ direct applicant"; on t!eir o4n main

application $orm, .n"titution" "!ould note t!at CA) ma>e" conte-tual data a#ailable to all !i+!er

education pro#ider"; "o t!e"e do not need to be collected $rom applicant",

8, For all o$ an in"titution" CA) applicant" t!at !a#e $irmly accepted an o$$er o$ a place; t!e

in"titution "!ould collect in$ormation re+ardin+ t!eir et!nicity; parental occupation and "ocial cla""

15

8/11/2019 HEFCE 2013-02


#ia t!e +eneral application $orm, .n"titution" may allocate t!e ()* a4ard ba"ed on t!at in$ormation;

t!u" minimi"in+ burden on applicant", .$ an in"titution !a" de#eloped it" o4n additional ()* criteria

@"ee para+rap! !o4e#er; it may need to collect ot!er in$ormation and t!ere$ore de#elop an

application $orm $or t!e ()*, .n"titution" "!ould be a4are t!at "uc! a proce"" may act a" a barrier to

eli+ible "tudent" and "o en"ure t!at t!ey only reque"t in$ormation t!at t!ey are unable to obtain $rom

anot!er "ource; and t!at t!e $orm i" a" clear and a" brie$ a" po""ible,

85, .n"titution" 4!ic! "ub"cribe to t!e HE7)) 4ill recei#e #eri$ication o$ t!e applicant" re"idual

!ou"e!old income $urt!er to t!e "ubmi""ion o$ an application $or maintenance "upport #ia a national

"upport application, !e )tudent oan" Company pro#ide" a complementary "er#ice 4!ic! o$$er"

income #eri$ication $or t!o"e applicant" @part&time or E "tudent" 4!o are not entitled to "tate

maintenance "upport, .n"titution" may reque"t t!i" $urt!er "er#ice #ia additional contract"; or may

c!oo"e to u"e t!eir o4n met!od" o$ #eri$yin+ re"idual !ou"e!old income to a""e"" eli+ibility @"ee

para+rap! ',

88, .n Marc! 2012 4e i""ued t!e +uidance document (ational )c!olar"!ip *ro+ramme6 .ncome

#eri$ication $or part&time "tudent" @HEFCE Circular letter 0/2012; and t!i" can be $ound in t!epublication" "ection o$ t!e HEFCE 4eb&"ite,

8, pon #eri$ication o$ income; in"titution" 4ill be able to remo#e any applicant" $rom t!eir ()*

li"t 4!o do not meet t!e national criterion; and in due cour"e 4ill be able to in$orm all ot!er

applicant" 4!et!er t!eir application $or a "c!olar"!ip !a" been "ucce""$ul,

0, =e reco+ni"e t!at in"titution" may accept direct applicant" at #ariou" point" t!rou+!out t!e

academic year; and "o may not commit all o$ t!eir "c!olar"!ip" by t!e "tart o$ t!e autumn term,

.n"titution" 4ill need to determine !o4 many "c!olar"!ip" to !old bac> $rom t!e "tandard application

cycle $or "uc! in&year applicant"; ba"ed on t!e number and c!aracteri"tic" o$ "uc! applicant" in

pre#iou" year",

1, )ince "c!olar"!ip" 4ill be o$$ered in ad#ance o$ applicant" ta>in+ up a place; "ome

"c!olar"!ip" t!at are o$$ered 4ill not be ta>en up becau"e an applicant6

• doe" not ac!ie#e t!e +rade" e-pected in t!eir entry quali$ication"

• accept" a place in a di$$erent in"titution

• accept" t!e place and "c!olar"!ip but doe" not "ub"equently enrol at t!e in"titution

• accept" a place; enrol" and recei#e" part o$ t!e a4ard; but "ub"equently lea#e" t!e

in"titution be$ore t!e 4!ole a4ard i" ta>en up,

.n"titution" are ad#i"ed a+ain"t attemptin+ to re"ol#e t!e"e "ituation" by ma>in+ more o$$er" t!ant!ey !a#e t!e $und" to deli#er,

2, =!en t!ere are unu"ed $und" ari"in+ $rom "uc! circum"tance"; in"titution" may u"e t!e"e to

o$$er "c!olar"!ip" to late applicant"; 4!et!er part&time or $ull&time; or to "tudent" 4!o !a#e already

"tarted t!eir cour"e; "o lon+ a" "uc! applicant" and "tudent" $ul$il t!e national and in"titutional

eli+ibility criteria, Ho4e#er; o$$erin+ "c!olar"!ip" to "tudent" 4!o !a#e already "tarted t!eir cour"e

16

8/11/2019 HEFCE 2013-02


"!ould be t!e e-ception; and "!ould only occur i$ $und" are a#ailable becau"e t!e applicant"

ori+inally o$$ered t!e "c!olar"!ip" $ailed to enrol at t!e in"titution,

elivering the scholarship a/ard and unspent funds

3, !e o#ernment e-pect" all o$ t!e $undin+ it deli#er" t!rou+! HEFCE $or "c!olar"!ip" in 201%&

1' to be committed in 201%&1', .$ an in"titution i" unable to deli#er all t!e "c!olar"!ip" t!at t!e$undin+ 4ould !a#e co#ered; HEFCE and <FFA; a" part o$ t!eir monitorin+ o$ t!e pro+ramme; 4ill

require a $ull e-planation o$ 4!y t!e under"pend occurred, A$ter di"cu""ion 4it! t!e in"titution;

HEFCE and <FFA 4ill decide 4!et!er t!e under"pend "!ould be carried $or4ard by t!e indi#idual

in"titution into t!e "ub"equent year; or reco#ered $or redi"tribution acro"" all in"titution" participatin+

in t!e pro+ramme,

%, .t i" $or eac! in"titution to decide 4!en it deli#er" t!e "c!olar"!ip to t!e "tudent; "o lon+ a" t!e

o#ernment allocation i" deli#ered in t!e $ir"t year; and t!i" 4ill lar+ely depend on t!e deli#ery

option, For e-ample; in t!e ca"e o$ $ee 4ai#er or di"count; it 4ould ma>e "en"e $or t!e in"titution to

noti$y t!e )C and deduct t!e amount $rom t!e cour"e $ee" o4edB i$ deli#ery i" t!rou+! di"counted

accommodation !o4e#er; t!e in"titution may 4i"! to "pread t!e payment" o#er t!e cour"e o$ t!e

year,

', .$ a "tudent !oldin+ a "c!olar"!ip 4it!dra4" durin+ t!e year; in"titution" "!ould not attempt to

reco#er $und" deli#ered t!rou+! t!e ()*, .$ an in"titution i" le$t 4it! an under"pend due to "uc!

circum"tance"; HEFCE and <FFA 4ill addre"" t!i" a" outlined in para+rap! 3,

, .$ t!e )C re#ie4" t!e a""e""ment o$ a "tudent" re"idual !ou"e!old income and a "tudent in

receipt o$ t!e ()* i" t!en $ound ne#er to !a#e been eli+ible; in"titution" "!ould not attempt to

reco#er $und" already deli#ered t!rou+! t!e ()*; alt!ou+! no $urt!er payment" "!ould be made,

5, .$ a "tudent" circum"tance" c!an+e durin+ t!e year and t!eir !ou"e!old income increa"e"

abo#e t!e :2';000 t!re"!old; payment" "!ould continue becau"e t!e "tudent 4a" eli+ible at t!e

point 4!en t!e a4ard 4a" made,

8, A" "tated in para+rap! 38; i$ t!e "c!olar"!ip i" o$$ered a" a $ee 4ai#er or di"count or $ree or

di"counted $oundation year; in"titution" mu"t in$orm t!e )C #ia t!e online C<C noti$ication $or eac!

"tudent,

, For t!o"e in"titution" "ub"cribin+ to t!e $ull HE7)) "er#ice; t!e proce"" o$ a""e""ment and

application o$ $ee 4ai#er" $or eli+ible "tudent" 4ill be automated,

100, .n"titution" mu"t en"ure t!at clear and compre!en"i#e in$ormation i" +i#en to t!e "tudent 4!o

!a" +ained a "c!olar"!ip a4ard; detailin+6

• !o4 t!e "c!olar"!ip 4ill be a4arded

• t!e period o#er 4!ic! t!e "c!olar"!ip 4ill be a4arded

• 4!en t!e payment" 4ill be made @4!ere applicable

• t!e e-act amount t!e "tudent 4ill recei#e in eac! payment @4!ere applicable

• a reminder o$ it" po""ible impact" on ot!er entitlement",

17

8/11/2019 HEFCE 2013-02


101, .n"titution" "!ould en"ure t!at any rule"; term" and condition" applied to t!e pro+ramme are

clear; unambi+uou" and acce""ible to "tudent",

#onitoring arrangements for previous !ears and programmeevaluation

102, !rou+! our monitorin+ arran+ement" 4e 4ill collect in$ormation on t!e ()* "uc! a" t!e

number; #alue and type" o$ a4ard t!at in"titution" !a#e allocated or are e-pectin+ to allocate, =e

4ill al"o collect in$ormation on in"titution" o4n eli+ibility criteria,

103, .n"titution" 4it! acce"" a+reement" 4ill need to pro#ide ()* pro+ramme in$ormation a" part

o$ t!e annual monitorin+ proce"", !i" in$ormation mu"t include early e"timate" o$ t!e number o$

"tudent" e-pected to recei#e an a4ard; type" o$ a4ard made; and t!e le#el o$ matc!ed $undin+

contribution to be made, .n"titution" not "ubmittin+ an acce"" a+reement to <FFA 4ill be required to

"ubmit t!e "ame in$ormation to HEFCE by completin+ a template #ia t!e HEFCE e-tranet @"ee

Anne- ,

10%, .n"titution" 4ill be required to "ubmit t4o monitorin+ return" in re"pect o$ t!e 2012&13 and2013&1% ()* allocation t!rou+! t!e <FFA/HEFCE acce"" a+reement and =*)A monitorin+ return",

'n-!ear monitoring

10', .n"titution" !a#e already "ubmitted in&year monitorin+ in January 2013 in relation to t!e 2012&

13 ()*, !ere 4ill be an in&year monitorin+ requirement $or t!e 2013&1% ()* to be "ubmitted by

in"titution" in January 201% and "imilarly in 201', A" 4it! t!e January 2013 return; in"titution" 4ill

need to pro#ide an a++re+ate number o$ a4ard" deli#ered in t!e $ir"t term o$ t!e academic year and

an e"timate o$ t!e number "till to be deli#ered, !i" early monitorin+ return i" required by 7.); to

enable it to report on t!e pro+re"" o$ t!e pro+ramme to t!e )ecretary o$ )tate and ot!er Mini"ter", A

table "ettin+ out t!e in$ormation t!at 4ill be collected $or t!i" return i" on pa+e 35 @able" 11&1' o$

Ho4 to complete your monitorin+ return6 Acce"" a+reement" and =*)A" 2011&12; and ()* 2012&

13 @in&year @HEFCE 2012/2; a#ailable #ia t!e publication" "ection o$ t!e HEFCE 4eb&"ite, Furt!er

+uidance 4ill be pro#ided in <FFA and HEFCE" reque"t $or monitorin+ o$ t!e 2012&13 acce""

a+reement" and =*)A"; 4!ic! 4ill be i""ued in autumn 2013,

*inal monitoring

10, A "econd monitorin+ return i" to be "ubmitted in January 201% $or t!e 2012&13 ()* 4!en t!e

$inal $i+ure" $or 2012&13 4ill be >no4n; and a+ain in January 201' $or t!e 2013&1% ()*, .n t!i" return

4e 4ill require in$ormation at t!e indi#iduali"ed le#el t!at cannot be collected $rom ot!er data

"ource", A table "ettin+ out t!e in$ormation t!at 4ill be collected $or t!i" return i" in Appendi- 1 o$

Ho4 to complete your monitorin+ return6 Acce"" a+reement" and =*)A" 2011&12; and ()* 2012&13 @in&year @HEFCE 2012/2; a#ailable #ia t!e publication" "ection o$ t!e HEFCE 4eb&"ite, Furt!er

in$ormation about t!i" return 4ill be publi"!ed "!ortly on t!e HEFCE 4eb&"ite6 HE)E); =*)A and

acce"" a+reement contact" 4it!in in"titution" 4ill be noti$ied 4!en it i" a#ailable,

105, .n"titution" are al"o e-pected to $la+ ()* recipient" on t!eir data return" to HE)A @$or !i+!er

education in"titution" or t!e ata )er#ice @$or $urt!er education colle+e",

18

8/11/2019 HEFCE 2013-02


Programme evaluation

108, !e pro+ramme !a" been "ubect to e#aluation "ince <ctober 2011, Commi""ioned by

HEFCE; t!e e#aluation !a" t!ree >ey element"6

• a re#ie4 o$ t!e initial "etup and operation o$ t!e ()*

• reportin+ on t!e continuin+ "etup and operation o$ t!e $ir"t year @2012&13• a lon+er&term e#aluation; deli#erin+ bot! qualitati#e and quantitati#e e#idence o$ t!e

operation and e$$ecti#ene"" o$ t!e pro+ramme o#er t!e $ull t!ree year" $rom 2012&13 to

201%&1',

10, !e con"ultant"; CFE con"ultin+; !a#e carried out t!e $ir"t o$ t!e"e and a $ir"t report 4a"

publi"!ed in May 2012, An addendum to t!i" report 4ill be publi"!ed in "prin+ 2013,

110, CFE 4ill contact all in"titution" participatin+ in t!e ()* o#er t!e cour"e o$ t!e t!ree year" o$

t!e e#aluation, =e encoura+e in"titution" to en+a+e $ully 4it! t!e e#aluation "o t!at it can mo"t

e$$ecti#ely +uide and in$orm t!e $uture de#elopment o$ t!e pro+ramme,

Summar! timeta(le

111, !e table belo4 "ummari"e" >ey date" and action" required $or t!e operation and deli#ery o$

t!e (ational )c!olar"!ip *ro+ramme $or 201%&1' and $or monitorin+ t!e pro+ramme $or 2013&1%,

%ctions ates for

201$-14

NSP

a/ards

ates for

2014-15

NSP

a/ards

.n"titution" t!at are intendin+ to "et $ee le#el" abo#e :;000 $or $ull&time

or :%;'00 $or part&time "tudent" in 201%&1' "ubmit acce"" a+reement" to<FFA,

8 April

2013

.n"titution" intendin+ to "et $ee le#el" at or belo4 :;000 $or $ull&time and

:%;'00 $or part&time "tudent" in 201%&1' "ubmit a template #ia t!e

HEFCE e-tranet, .n"titution" 4i"!in+ to opt out o$ t!e ()* mu"t in$orm

u" o$ t!i" deci"ion 4it! t!e template,

8 April

2013

A reque"t $or completion i" made to in"titution" $or an indicati#e

a++re+ate ()* monitorin+ $orm $or 2013&1%, !i" 4ill be made t!rou+!

<FFA and HEFCE acce"" a+reement and =*)A monitorin+ +uidance $or

2012&13,

Autumn

2013

.n"titution" to "ubmit t!eir indicati#e a++re+ate ()* monitorin+ $orm $or

2013&1%; a" reque"ted t!rou+! <FFA and HEFCE acce"" a+reement and

=*)A monitorin+ $or 2012&13,

January

201%

Final ()* allocation" $or 201%&1' publi"!ed, February

201%

19

8/11/2019 HEFCE 2013-02


%ctions ates for

201$-14

NSP

a/ards

ates for

2014-15

NSP

a/ards

Applicant" recei#e o$$er letter" $rom CA) or in"titution" 4!ic! in$ormt!em o$ t!e ()*,

)prin+201%

HEFCE/<FFA outcome" report on =*)A; ()* and acce"" a+reement

monitorin+ $or 2012&13; includin+ 2013&1% in&year monitorin+,

May

201%

.n"titution" be+in to recei#e #eri$ication o$ income $rom t!e )C, Mid&July

201%

.n"titution" in$orm applicant" t!at t!ey 4ill recei#e a (ational )c!olar"!ip

a4ard,

Au+u"t or

)eptember

201%

()* allocation" deli#ered to in"titution", Au+u"t

201%

.n ca"e" 4!ere t!e ()* o$$er i" in t!e $orm o$ $ee 4ai#er" or di"count" or

$ree or di"counted $oundation year" t!e )C mu"t be in$ormed #ia t!e

online C<C noti$ication $or eac! "tudent,

Autumn

201%

A reque"t i" made to in"titution" $or $ull ()* monitorin+ $or 2013&1%

t!rou+! <FFA and HEFCE acce"" a+reement and =*)A monitorin+ $or

2013&1%,

Autumn

201%

.n"titution" "ubmit t!eir $ull ()* monitorin+ return $or 2013&1% t!rou+!

<FFA and HEFCE acce"" a+reement and =*)A monitorin+ $or 2013&1%,

January

201'

HEFCE/<FFA outcome" report on =*)A; ()* and acce"" a+reement

monitorin+ $or 2013&1%,

May

201'

20

8/11/2019 HEFCE 2013-02


%nne %+ National Scholarship Programme+ Provisional allocationsfor 2014-15

'nstitutionProvisional

allocation 67

Num(er of full 6$.0007

scholarships

An+lia 9u">in ni#er"ity 2;08';000 ' A"ton ni#er"ity 53';000 2%'

ni#er"ity o$ 7at! 00;000 300

7at! )pa ni#er"ity 813;000 251

ni#er"ity o$ 7ed$ord"!ire 1;%%;000 %88

7ir>bec> Colle+e 85;000 22

ni#er"ity o$ 7irmin+!am 1;83;000 21

7irmin+!am City ni#er"ity 1;8;000 33

ni#er"ity Colle+e 7irmin+!am '%;000 18

7i"!op ro""ete"te ni#er"ity 18;000

ni#er"ity o$ 7olton ;000 232

!e Art" ni#er"ity 7ournemout! %08;000 13

7ournemout! ni#er"ity 1;';000 ''ni#er"ity o$ 7rad$ord 1;08;000 3

ni#er"ity o$ 7ri+!ton 1;80;000 02

ni#er"ity o$ 7ri"tol 1;105;000 3

7runel ni#er"ity 1;080;000 30

7uc>in+!am"!ire (e4 ni#er"ity 8%0;000 280

ni#er"ity o$ Cambrid+e 1;015;000 33

.n"titute o$ Cancer 9e"earc! 0 0

Canterbury C!ri"t C!urc! ni#er"ity 1;1'2;000 38%

ni#er"ity o$ Central anca"!ire 2;050;000 0

ni#er"ity o$ C!e"ter 1;200;000 %00

ni#er"ity o$ C!ic!e"ter %2;000 21%

City ni#er"ity; ondon ;000 233Courtauld .n"titute o$ Art 1';000 '

Co#entry ni#er"ity 2;112;000 50%

Cran$ield ni#er"ity 0 0

ni#er"ity $or t!e Creati#e Art" 50';000 23'

ni#er"ity o$ Cumbria '50;000 10

Con"er#atoire $or ance and rama 1%5;000 %

e Mont$ort ni#er"ity 1;%%;000 %8

ni#er"ity o$ erby 2;01;000 52

ni#er"ity o$ ur!am 1;150;000 30

ni#er"ity o$ Ea"t An+lia 1;032;000 3%%

ni#er"ity o$ Ea"t ondon 1;';000 '

Ed+e Hill ni#er"ity 3;000 321.n"titute o$ Education %8;000 1

ni#er"ity o$ E""e- 1;285;000 %2

ni#er"ity o$ E-eter 1;281;000 %25

Falmout! ni#er"ity 1';000 20'

ni#er"ity o$ louce"ter"!ire 85;000 22

old"mit!"G Colle+e '%;000 218

ni#er"ity o$ reen4ic! 1;31%;000 %38

uild!all )c!ool o$ Mu"ic O rama %8;000 1

21

8/11/2019 HEFCE 2013-02


Harper Adam" ni#er"ity %2;000 1%2

ni#er"ity o$ Hert$ord"!ire 1;881;000 25

Heyt!rop Colle+e '1;000 15

ni#er"ity o$ Hudder"$ield 1;0';000 3'

ni#er"ity o$ Hull 52;000 32%

.mperial Colle+e ondon '5;000 13

eele ni#er"ity 3;000 213ni#er"ity o$ ent 1;501;000 '5

in+G" Colle+e ondon 1;2'5;000 %1

in+"ton ni#er"ity 1;'85;000 '2

anca"ter ni#er"ity 12;000 30%

ni#er"ity o$ eed" 2;03%;000 58

eed" Colle+e o$ Art 1%%;000 %8

eed" Metropolitan ni#er"ity 2;328;000 55

eed" rinity ni#er"ity 38%;000 128

ni#er"ity o$ eice"ter 1;0%%;000 3%8

ni#er"ity o$ incoln 1;20;000 %30

ni#er"ity o$ i#erpool 1;0%%;000 3%8

i#erpool Hope ni#er"ity '01;000 15

i#erpool Jo!n Moore" ni#er"ity 1;'3;000 '12

i#erpool .n"titute $or *er$ormin+ Art" 81;000 25

ni#er"ity o$ t!e Art" ondon 1;302;000 %3%

ni#er"ity o$ ondon 0 0

ni#er"ity Colle+e ondon 1;0'3;000 3'1

ondon 7u"ine"" )c!ool 0 0

ondon )c!ool o$ Economic" and *olitical )cience 330;000 110

ondon )c!ool o$ Hy+iene O ropical Medicine 0 0

ondon Metropolitan ni#er"ity 1;3';000 %'

ondon )out! 7an> ni#er"ity 888;000 2

ou+!borou+! ni#er"ity 1;1'2;000 38%

ni#er"ity o$ Manc!e"ter 2;050;000 0

Manc!e"ter Metropolitan ni#er"ity 3;18;000 102

Middle"e- ni#er"ity 1;23;000 %1

ni#er"ity o$ (e4ca"tle upon yne 1;'18;000 '0

(e4man ni#er"ity Colle+e 32%;000 108

ni#er"ity o$ (ort!ampton 1;'00;000 '00

ni#er"ity o$ (ort!umbria at (e4ca"tle 2;12%;000 508

(or4ic! ni#er"ity o$ t!e Art" 2%;000 82

ni#er"ity o$ (ottin+!am 2;001;000 5

(ottin+!am rent ni#er"ity 2;5;000 83

<pen ni#er"ity ;250;000 200

)c!ool o$ <riental and A$rican )tudie" 21;000 5

ni#er"ity o$ <-$ord 1;051;000 3'5

<-$ord 7roo>e" ni#er"ity 1;18';000 3'

ni#er"ity o$ *lymout! 2;%33;000 811

ni#er"ity Colle+e *lymout! )t Mar> O )t Jo!n 30;000 103

ni#er"ity o$ *ort"mout! 2;103;000 501

Kueen Mary; ni#er"ity o$ ondon 1;212;000 %0%

9a#en"bourne 28';000 '

ni#er"ity o$ 9eadin+ 2%;000 308

22

8/11/2019 HEFCE 2013-02


9oe!ampton ni#er"ity 813;000 251

9o"e 7ru$ord Colle+e 81;000 25

9oyal Academy o$ Mu"ic 21;000 5

9oyal A+ricultural Colle+e 85;000 2

9oyal Colle+e o$ Art 0 0

9oyal Central )c!ool o$ )peec! and rama 85;000 2

9oyal Colle+e o$ Mu"ic 30;000 109oyal Hollo4ay; ni#er"ity o$ ondon 580;000 20

9oyal (ort!ern Colle+e o$ Mu"ic %8;000 1

9oyal Peterinary Colle+e 13';000 %'

)t eor+eG" Ho"pital Medical )c!ool 1';000 '

)t MaryG" ni#er"ity Colle+e 30;000 120

ni#er"ity o$ )al$ord 1;1%;000 '38

ni#er"ity o$ )!e$$ield 1;%1;000 %85

)!e$$ield Hallam ni#er"ity 2;53;000 12

ni#er"ity o$ )out!ampton 1;200;000 %00

)out!ampton )olent ni#er"ity 1;51;000 '52

)ta$$ord"!ire ni#er"ity 2;35;000 53

ni#er"itie" o$ Ea"t An+lia and E""e-B Joint *ro#i"ion atni#er"ity Campu" )u$$ol> 25;000 20

ni#er"ity o$ )underland 1;3';000 %'2

ni#er"ity o$ )urrey '%;000 18

ni#er"ity o$ )u""e- 1;011;000 335

ee""ide ni#er"ity 1;%%0;000 %80

rinity aban Con"er#atoire o$ Mu"ic and ance ;000 23

ni#er"ity o$ =ar4ic> 30;000 310

ni#er"ity o$ t!e =e"t o$ En+land; 7ri"tol 1;80;000 02

!e ni#er"ity o$ =e"t ondon 515;000 23

ni#er"ity o$ =e"tmin"ter 2;0%3;000 81

ni#er"ity o$ =inc!e"ter 33;000 211

ni#er"ity o$ =ol#er!ampton 2;130;000 510ni#er"ity o$ =orce"ter 1;1'2;000 38%

=rittle Colle+e 0;000 30

ni#er"ity o$ Lor> 1;15;000 3

Lor> )t Jo!n ni#er"ity %'3;000 1'1

Abin+don and =itney Colle+e 12;000 %

Accrin+ton and 9o""endale Colle+e 0;000 30

Amer"!am and =ycombe Colle+e %2;000 1%

A"!ton&nder&yne )i-t! Form Colle+e ;000 2

A">!am 7ryan Colle+e 0;000 20

Ayle"bury Colle+e 3;000 1

7ar>in+ and a+en!am Colle+e '1;000 15

7arnet and )out!+ate Colle+e 33;000 117arn$ield Colle+e %2;000 1%

7arn"ley Colle+e 18;000

7a"in+"to>e Colle+e o$ ec!nolo+y 12;000 %

City o$ 7at! Colle+e 12;000 %

7ed$ord Colle+e 3;000 21

7er>"!ire Colle+e o$ A+riculture 12;000 %

7e-!ill Colle+e 12;000 %

23

8/11/2019 HEFCE 2013-02


7e-ley Colle+e 0 0

7icton Colle+e 0 0

7irmin+!am Metropolitan Colle+e 85;000 2

7i"!op Auc>land Colle+e 18;000

7i"!op 7urton Colle+e 10';000 3'

7lac>burn Colle+e '05;000 1

7lac>pool and t!e Fylde Colle+e %23;000 1%17olton Colle+e 2%;000 8

7o"ton Colle+e 2%;000 8

!e 7ournemout! and *oole Colle+e 5';000 2'

7ourn#ille Colle+e o$ Furt!er Education 18;000

7rad$ord Colle+e 3'%;000 118

7rid+4ater Colle+e %8;000 1

City Colle+e 7ri+!ton and Ho#e %2;000 1%

City o$ 7ri"tol Colle+e ;000 23

7roc>en!ur"t Colle+e ;000 2

7romley Colle+e o$ Furt!er and Hi+!er Education 25;000

7roo>land" Colle+e ;000 3

7roo>"by Melton Colle+e %2;000 1%

7urnley Colle+e 0;000 20

7ury Colle+e 18;000

Calderdale Colle+e 3;000 21

Cambrid+e 9e+ional Colle+e 1';000 '

Canterbury Colle+e '5;000 1

Carli"le Colle+e 21;000 5

Car"!alton Colle+e 3;000 12

Central 7ed$ord"!ire Colle+e 1';000 '

Central Colle+e (ottin+!am %';000 1'

Central )u""e- Colle+e 2%;000 8

C!e"ter$ield Colle+e '%;000 18

C!ic!e"ter Colle+e %2;000 1%

City and ."lin+ton Colle+e 30;000 10

Cle#eland Colle+e o$ Art and e"i+n 85;000 2

Colc!e"ter .n"titute 52;000 2%

Corn4all Colle+e 85;000 2

City Colle+e Co#entry 21;000 5

Cra#en Colle+e '%;000 18

Croydon Colle+e 108;000 3

earne Palley Colle+e 8%;000 28

erby Colle+e 2%;000 8

onca"ter Colle+e 183;000 1

udley Colle+e o$ ec!nolo+y 3;000 13

(e4 Colle+e ur!am 1';000 ''

Ealin+; Hammer"mit! and =e"t ondon Colle+e %2;000 1%

Ea"t 7er>"!ire Colle+e 1';000 '

Ea"t 9idin+ Colle+e 30;000 10

Ea"t )urrey Colle+e 18;000

Ea"tlei+! Colle+e 1';000 '

Ea"ton and <tley Colle+e 0 0

E-eter Colle+e 3;000 13

24

8/11/2019 HEFCE 2013-02


Fare!am Colle+e 0 0

Farnborou+! Colle+e o$ ec!nolo+y 3;000 31

Furne"" Colle+e ;000 3

ate"!ead Colle+e 81;000 25

louce"ter"!ire Colle+e 3;000 13

rant!am Colle+e 18;000

rim"by .n"titute o$ Furt!er and Hi+!er Education 25;000 2uild$ord Colle+e o$ Furt!er and Hi+!er Education 115;000 3

Hac>ney Community Colle+e 58;000 2

Hadlo4 Colle+e 12;000 %

Hale"o4en Colle+e 0 0

!e Colle+e o$ Harin+ey; En$ield and (ort! Ea"t ondon ;000 3

Harro4 Colle+e 12;000 %

Hartpury Colle+e 123;000 %1

Ha#erin+ Colle+e o$ Furt!er and Hi+!er Education 123;000 %1

Henley Colle+e Co#entry '1;000 15

Here$ord Colle+e o$ Art" '1;000 15

Here$ord"!ire Colle+e o$ ec!nolo+y ;000 2

Hert$ord 9e+ional Colle+e 18;000

Hi+!bury Colle+e 3;000 12

Holy Cro"" Colle+e 3;000 12

Hop4ood Hall Colle+e 3;000 13

Hu+! 7aird Colle+e 33;000 11

Hull Colle+e 25;000 3

endal Colle+e 12;000 %

en"in+ton and C!el"ea Colle+e ;000 3

iddermin"ter Colle+e 1';000 '

in+ Ed4ard P. Colle+e )tourbrid+e 18;000

in+"ton Colle+e 3;000 13

in+"ton Maur4ard Colle+e 12;000 %

ir>lee" Colle+e '5;000 1

no4"ley Community Colle+e 1';000 '

a>e" Colle+e & =e"t Cumbria 3;000 13

eed" City Colle+e 25;000 3

eed" Colle+e o$ 7uildin+ ;000 2

eice"ter Colle+e ;000 22

e4i"!am Colle+e 25;000

incoln Colle+e ;000 23

City o$ i#erpool Colle+e ;000 32

ou+!borou+! Colle+e ;000 33

Maccle"$ield Colle+e 155;000 '

!e Manc!e"ter Colle+e 3;000 122

Mident Colle+e o$ Hi+!er and Furt!er Education ;000 33

Milton eyne" Colle+e 3;000 21

Moulton Colle+e 58;000 2

Myer"cou+! Colle+e 33;000 11

(e4bury Colle+e 1';000 '

(e4ca"tle Colle+e %%5;000 1%

(e4!am Colle+e o$ Furt!er Education 108;000 3

(ort! Ea"t )urrey Colle+e o$ ec!nolo+y %8;000 1

25

8/11/2019 HEFCE 2013-02


(ort! Ea"t =orce"ter"!ire Colle+e '%;000 18

(ort! Hert$ord"!ire Colle+e ;000 3

(ort! ind"ey Colle+e 123;000 %1

(ort! (ottin+!am"!ire Colle+e 0 0

(ort! =ar4ic>"!ire and Hinc>ley Colle+e ;000 23

(ort! =e"t ent Colle+e o$ ec!nolo+y 0 0

!e Colle+e o$ (ort! =e"t ondon 3;000 12(ort!broo> Colle+e; )u""e- 210;000 50

(ort!umberland Colle+e 30;000 10

(or4ic! City Colle+e o$ Furt!er and Hi+!er Education 3;000 31

(e4 Colle+e (ottin+!am 151;000 '5

<a>land" Colle+e 18;000

!e <ld!am Colle+e 18;000 2

<-$ord and C!er4ell Palley Colle+e 1';000 '

*eter )ymond" Colle+e 21;000 5

*eterborou+! 9e+ional Colle+e ;000 3

*etroc ;000 3

*lumpton Colle+e '1;000 15

*lymout! Colle+e o$ Art 180;000 0

City Colle+e *lymout! 18;000

*re"ton Colle+e 2%;000 8

9ea"e!eat! Colle+e %8;000 1

9ic!ard Hui"! Colle+e ;000 3

9ic!mond&upon&!ame" Colle+e 1';000 '

9i#er"ide Colle+e; Halton 1';000 '

9ot!er!am Colle+e o$ Art" and ec!nolo+y '%;000 18

9un"!a4 Colle+e 5';000 2'

9u">in Colle+e %';000 1'

)al$ord City Colle+e 12;000 %

)and4ell Colle+e 0 0

)EEP.C Colle+e 18;000

)elby Colle+e 21;000 5

!e )!e$$ield Colle+e 85;000 2

)oli!ull Colle+e 10';000 3'

)omer"et Colle+e o$ Art" and ec!nolo+y 0;000 30

)out! and City Colle+e 7irmin+!am 0;000 20

)out! e#on Colle+e 21;000 5

!e )out! o4n" Colle+e 21;000 5

)out! E""e- Colle+e o$ Furt!er and Hi+!er Education %8;000 1

)out! louce"ter"!ire and )troud Colle+e 30;000 10

)out! eice"ter"!ire Colle+e 18;000

)out! !ame" Colle+e %2;000 1%

)out! yne"ide Colle+e 85;000 2

)out! and =e"t ent Colle+e 2%;000 8

)out!ampton City Colle+e 3;000 1

)out!port Colle+e 25;000

)par"!olt Colle+e Hamp"!ire ;000 23

)t Helen" Colle+e 1%1;000 %5

)t MaryG" Colle+e; 7lac>burn ;000 2

(e4 Colle+e )tam$ord 30;000 10

26

8/11/2019 HEFCE 2013-02


)tep!en"on Colle+e 2%;000 8

)toc>port Colle+e 13';000 %'

)tourbrid+e Colle+e 18;000

)trat$ord&upon&A#on Colle+e 18;000

)trode Colle+e 12;000 %

City o$ )underland Colle+e '%;000 18

)u""e- o4n" Colle+e 3;000 12)4indon Colle+e 30;000 10

ame"ide Colle+e 18;000

el$ord Colle+e o$ Art" and ec!nolo+y 0 0

(e4 Colle+e el$ord 3;000 1

otton Colle+e 0 0

ra$$ord Colle+e 33;000 11

re"!am Colle+e o$ Furt!er and Hi+!er Education 18;000

ruro and *en4it! Colle+e 25;000

yne Metropolitan Colle+e 33;000 11

-brid+e Colle+e 33;000 11

=a>e$ield Colle+e 8%;000 28

=al"all Colle+e '%;000 18

=arrin+ton Colle+iate ;000 3

=ar4ic>"!ire Colle+e 123;000 %1

=e"t Hert" Colle+e 18;000

=e"t (ottin+!am"!ire Colle+e 132;000 %%

=e"t !ame" Colle+e ;000 22

City o$ =e"tmin"ter Colle+e %2;000 1%

=e"tmin"ter in+"4ay Colle+e %2;000 1%

=e"ton Colle+e 2%;000 8

=eymout! Colle+e ;000 3

=i+an and ei+! Colle+e 10';000 3'

=ilt"!ire Colle+e 52;000 2%

=irral Metropolitan Colle+e 0;000 20

City o$ =ol#er!ampton Colle+e 33;000 11

=orce"ter Colle+e o$ ec!nolo+y 205;000

=orce"ter )i-t! Form Colle+e ;000 3

Leo#il Colle+e 2%;000 8

Lor> Colle+e ;000 23

8otal 149.91$.000 49.9:1

27

8/11/2019 HEFCE 2013-02


%nne ;+ ES%-derived statistics that inform the 2014-15 provisionalNational Scholarship Programme allocation

Purpose

1, !i" anne- de"cribe" !o4 4e !a#e u"ed 2010&11 and 200&10 HE)A "tudent data; plu" 2012&

13 HE)E) data; to in$orm t!e pro#i"ional (ational )c!olar"!ip *ro+ramme @()* allocation" $or

201%&1', Furt!er detail" o$ t!e al+orit!m" 4e apply to HE)A data are pro#ided in Anne- E,

2, For "ome in"titution" 4e !a#e $ound di"crepancie" bet4een t!e count" o$ ne4 entrant" $rom

HE)A/.9 and HE)E)/HE.FE) data, =e 4ill contact t!e"e in"titution" to a"> t!em to e-plain t!e

di"crepancie" and "ubmit data amendment" 4!ere required $or u"e in t!e $inal allocation" in

February 201%,

NSP allocation outputs

3, o e"tabli"! !o4 4e !a#e calculated your in"titutionG" pro#i"ional 201%&1' ()* allocation $rom

your HE)A and HE)E) data; plea"e re$er to t!e $ollo4in+ t4o $ile" 4!ic! 4ill be a#ailable on t!eHEFCE e-tranet 4it!in t!e ne-t $e4 4ee>" at !ttp"6//e-tranet,!edata,ac,u>6

• )ummary $ile @()*10QQQQ,-l" D 4!ere QQQQ i" t!e HE)A in"titution identi$ier

• .ndi#iduali"ed $ile @()*10QQQQ,ind,

%, !e e-tranet >ey" required to acce"" t!i" in$ormation 4ill be po"ted to our HE)E) contact at

eac! in"titution, @(ote t!at t!e"e $ile" 4ill be in a di$$erent location on t!e e-tranet to emplate $or

participation in t!e (ational )c!olar"!ip *ro+ramme $or in"titution" intendin+ to c!ar+e :;000 or

le"" $or t!eir $ull&time $ee" and :%;'00 or le"" $or t!eir part&time $ee" $or 201%&1' a" "!o4n at Anne-

,

Summar! file NSP10<<<<ls7

', !i" E-cel 4or>boo> @()*10QQQQ,-l" "!o4" a "ummary o$ t!e pro#i"ional 201%&1' ()*

allocation calculation $or your in"titution,

'ndividualised file NSP10<<<<ind7

, !i" $ile @()*10QQQQ,ind contain" detail" o$ !o4 eac! "tudent 4a" cate+ori"ed in t!e part o$

t!e pro#i"ional 201%&1' ()* allocation calculation" t!at u"e" HE)A data, !e HE)A $i+ure" u"ed in

calculatin+ t!e allocation can be re&built $rom t!i" indi#iduali"ed $ile, Anne- E pro#ide" detail" on t!e

content" o$ t!i" $ile,

NSP allocation method

5, Fir"tly 4e u"e 2010&11 and 200&10 HE)A "tudent data to calculate an ()* proportion $or

2010&11, !i" i" e""entially t!e $ull&time equi#alent @FE $or ()*&eli+ible "tudent" per ne4 entrant;

a$ter 4ei+!tin+, )tudent" t!at meet all o$ t!e $ollo4in+ condition" $orm t!e denominator o$ t!i"

proportion @2010&11 ne4 entrant" @accordin+ to HE)A/.9 data in t!e "ummary $ile

()*10LLLLLL,-l", !e brac>et" contain detail" o$ !o4 t!e"e "tudent" can be identi$ied $rom t!e

indi#iduali"ed $ile,

28

https://extranet.hedata.ac.uk/


8/11/2019 HEFCE 2013-02


• HEFCE&$undable @()*L*E R H<MEF; H<ME.F in 2010&11

• under+raduate" in 2010&11 @()*EPE10 R Q; F

• ne4 entrant" on HE)E)10 @()*E(9A( R 1

• in t!e HE)E)10 population @HE)EQC10 R 0,

)uc! "tudent" can be identi$ied in t!e indi#iduali"ed $ile by "imply "electin+ ()**<* R 1,

8, !e 2010&11 FE @()*FE10 $or "tudent" 4!o meet t!e condition" in para+rap! 5 @()**<*

R 1; and 4!o are not one o$ t!e $ollo4in+; $orm" t!e ba"e population o$ t!e numerator o$ t!i"

proportion @2010&11 FE $or ()* eli+ible "tudent" in t!e "ummary $ile ()*10QQQQ,-l"6

• domiciled in )cotland; =ale"; or (ort!ern .reland at t!e "tart o$ t!eir cour"e @<M.C.E R

Q; QH; Q.

• on a cour"e t!at i" entirely eli+ible $or (H) bur"arie" @(H)79)A9L R 1

•

on a cour"e t!at i" partly eli+ible $or (H) bur"arie" and are in year" $i#e or "i- $or pre&re+i"tration medical and dental "tudent"; or in year" t4o; t!ree or $our o$ a $our&year

+raduate entry pro+ramme @(H)79)A9L R 2 and @@C9)EH S ' and LEA9) T %

or @C9)EH R % and LEA9*9 R 2;3;%

• on a part&time cour"e "tudyin+ at le"" t!an 2' per cent inten"ity $or 2010&11 @()*M<E R

* and ()*FE10 U 0,2'

• on a cour"e la"tin+ le"" t!an 2% 4ee>" @()*PA.E(H R 0

• in t!e HE)E) population on an under+raduate cour"e "tudyin+ at at lea"t 2' per cent

inten"ity in 200&10 @()*EQ0 R 0 and ()*EPE0 R Q; F and ()*FE0 S 0,2',

)uc! "tudent" can be identi$ied in t!e indi#iduali"ed $ile by "imply "electin+ ()*C<( R 1, 2010&

11 FE $or ()* eli+ible "tudent" i" t!e "um o$ ()*FE10 $or t!e"e "tudent", (ote t!at t!i"

de$inition o$ t!e ()* eli+ible population i" broadly t!e "ame a" t!e national criteria but it doe" not

e-clude t!o"e 4it! a !ou"e!old re"idual income o$ o#er :2';000, )ince eac! in"titution !a" it" o4n

criteria $or allocatin+ t!e"e a4ard"; t!e +uidance doe" not indicate 4!et!er any indi#idual "tudent i"

eli+ible to recei#e an ()* a4ard,

, !i" 2010&11 FE $or ()* eli+ible "tudent" $i+ure i" modi$ied by addin+ 4ei+!ted 2010&11

FE $or mature "tudent"; $or t!o"e $rom lo4 participation or lo4 educational attainment

nei+!bour!ood"; and $or t!o"e 4it! a !ou"e!old re"idual income o$ :2';000 or le""; to +i#e t!e total

numerator @=ei+!ted 2010&11 FE $or ()* eli+ible "tudent",

10, )tudent" FE count" to4ard" t!e mature 2010&11 FE i$ t!ey meet t!e condition" in

para+rap! 8 @()*C<( R 1 and al"o are a+ed at lea"t 21 4!en t!ey "tart t!eir cour"e

@E(9LAE S 21 year", )uc! "tudent" can be identi$ied in t!e indi#iduali"ed $ile by "electin+

()*FEIMA9E T 0, 2010&11 FE $or ()* eli+ible mature "tudent" i" t!e "um o$ ()*FE10 $or

t!e"e "tudent",

29

8/11/2019 HEFCE 2013-02


11, )tudent" FE count" to4ard" t!e 2010&11 lo4 participation or lo4 educational attainment area

+roup total FE i$ t!ey meet t!e condition" in para+rap! 8 @()*C<( R 1 and al"o6

• are bot! youn+ and $ull&time @E(9LAE V 21 and ()*M<E10 R F;)=< and !a#e a

po"tcode @HE)A $ield *<)C<E in *<A93 quintile" 1 or 2 @*(K.(.E R 1;2B or

• are eit!er mature or part&time @E(9LAE S 21 or ()*M<E R * and !a#e a po"tcode ineducational attainment quintile" 1 or 2 @*(K.(.E R 1;2,

)uc! "tudent" can be identi$ied in t!e indi#iduali"ed $ile by "electin+

()*FEI<=I*A9.C.*A.<( T 0, 2010&11 FE $or ()* eli+ible "tudent" $rom lo4 participation

area" i" t!e "um o$ ()*FE10 $or t!e"e "tudent",

12, o 4or> out t!e FE $or t!o"e 4it! !ou"e!old re"idual income @H9. o$ :2';000 or le""; 4e

need to $ir"t de$ine a population o$ "tudent" t!at 4ere eli+ible to apply $or mean"&a""e""ed "tudent

"upport $or t!e 2010&11 academic year, )tudent" are included in t!i" population i$ t!ey meet t!e

condition" in para+rap! 8 @()*C<( R 1 and al"o 4ere "tudyin+ at no le"" t!an '0 per cent

inten"ity in 2010&11 @()*FE10 S '0, )uc! "tudent" can be identi$ied in t!e indi#iduali"ed $ile by"electin+ ()*FEI)C*<* T 0, 2010&11 FE $or ()* eli+ible "tudent" t!at 4ere al"o )C eli+ible

i" t!e "um o$ ()*FE10 $or t!e"e "tudent",

13, <$ t!i" population; data $rom t!e )tudent oan" Company @)C $or t!o"e "tudyin+ in 2010&11

"!o4 4!ic! "tudent" 4ere a""e""ed to !a#e an H9. o$ :2';000 or le"", !e"e "tudent" cannot be

identi$ied in t!e indi#iduali"ed $ile $or data protection rea"on", 2010&11 FE $or ()* eli+ible "tudent"

4it! a H9. o$ :2';000 or belo4 i" t!e "um o$ t!e ()*FE10 $or t!e"e "tudent",

1%, !e )caled 2010&11 FE $or ()* eli+ible "tudent" 4it! a H9. :2';000 or belo4 i" $ound by

di#idin+ t!e total 2010&11 FE $or ()* eli+ible "tudent" 4it! a H9. o$ :2';000 or belo4 $ound in t!e

pre#iou" para+rap! by 2010&11 FE $or ()* eli+ible "tudent" t!at are al"o )C eli+ible @para+rap!

12; and t!en multiplyin+ by t!e 2010&11 FE $or ()* eli+ible "tudent" de$ined in para+rap! 8,

1', !e total numerator @=ei+!ted 2010&11 FE $or ()* eli+ible "tudent" i" $ound by addin+

2010&11 FE $or ()* eli+ible "tudent" to t!e t!ree additional FE total" abo#e; eac! multiplied by

t!eir re"pecti#e 4ei+!tin+ @2010&11 FE $or ()* eli+ible "tudent" W @2010&11 FE $or ()* eli+ible

mature "tudent" - 0,2' W @2010&11 FE $or ()* eli+ible "tudent" $rom lo4 participation area" -

0,' W @)caled 2010&11 FE $or ()* eli+ible "tudent" 4it! a H9. o$ :2';000 or belo4 - 1,

1, !i" numerator; di#ided by t!e denominator de$ined in para+rap! 5; +i#e" u" t!e ()*

proportion6 t!at i"; t!e 4ei+!ted 2010&11 FE $or ()* eli+ible "tudent" per 2010&11 ne4 entrant,

15, (e-t; t!i" i" multiplied by a count o$ ne4 entrant" ta>en $rom HE)E)12 data

@HE)E)/HE.FE)12 ne4 entrant" in t!e "ummary $ile ()*10QQQQ,-l", !i" $i+ure can be deri#ed

$rom able ' o$ your HE)E)12 return by "electin+ all HEFCE&$undable under+raduate" @e#el R

H(; )ub&de+ree @e-cl, H(; F; <t!er de+ree in Column 2, (ote t!at t!e $inal ()*

allocation $or 201%&1' 4ill in"tead u"e a count o$ ne4 entrant" deri#ed $rom HE)E)13 data,

30

8/11/2019 HEFCE 2013-02


18, Finally; t!e product o$ t!e ()* proportion and HE)E)/HE.FE)12 ne4 entrant" i" multiplied

by t!e ()* rate; 0,100025%225 $ull a4ard" per "caled ne4 entrant @t!at i"; HE)E)/HE.FE)12

ne4 entrant" "caled by t!e ()* proportion, !i" $i+ure i" t!en rounded to t!e neare"t 4!ole

number to calculate t!e pro#i"ional number o$ $ull ()* a4ard" $or t!e in"titution in 201%&1', A

minimum o$ one $ull ()* a4ard per in"titution applie" @4!ere ()* proportion T 0 and

HE)E)/HE.FE)12 ne4 entrant" T 0, !e number o$ $ull ()* a4ard" i" t!en multiplied by t!e

#alue o$ one $ull a4ard @:3;000 to +i#e t!e pro#i"ional 201%&1' ()* allocation $or t!e in"titution,

!i" rate i" calculated a" t!e total number o$ $ull ()* a4ard" a#ailable $or 201%&1' @%;51 di#ided by t!e total

"caled ne4 entrant" in t!e "ector @t!at i"; t!e "um o$ ()* proportion multiplied by HE)E)/HE.FE)12 ne4 entrant"

$or all in"titution" 4!ile ta>in+ into account t!at a minimum o$ one $ull ()* a4ard per in"titution applie" to mo"t

in"titution",

31

8/11/2019 HEFCE 2013-02


%nne C+ '=-derived statistics that inform the 2014-15 provisionalNational Scholarship Programme allocation

Purpose

1, !i" anne- de"cribe" !o4 4e !a#e u"ed 2010&11 and 200&10 .9 data; and al"o 2012&13

HE.FE) data; to in$orm t!e pro#i"ional (ational )c!olar"!ip *ro+ramme @()* allocation" $or 201%&

1', Furt!er detail" o$ t!e al+orit!m" 4e apply to t!e .9 data are pro#ided in Anne- F,

2, For "ome $urt!er education colle+e" 4e !a#e $ound di"crepancie" bet4een t!e count" o$ ne4

entrant" $rom .9 and HE.FE) data, =e 4ill contact t!e"e colle+e" to a"> t!em to e-plain t!e

di"crepancie" and "ubmit data amendment" 4!ere required $or u"e in t!e $inal allocation" in

February 201%,

NSP allocation outputs

3, o e"tabli"! !o4 4e !a#e calculated your colle+eG" pro#i"ional 201%&1' ()* allocation $rom

your .9 and HE.FE) data; plea"e re$er to t!e $ollo4in+ t4o $ile" 4!ic! 4ill be a#ailable on t!e

HEFCE e-tranet 4it!in a $e4 4ee>" at !ttp"6//e-tranet,!edata,ac,u>6

• )ummary $ile @()*10LLLLLL,-l" D 4!ere LLLLLL i" t!e pro#ider number )I*.(

@01 $or your colle+e

• .ndi#iduali"ed $ile @()*10LLLLLL,ind, @!i" $ile i" only pro#ided $or colle+e" t!at

recei#ed HEFCE $undin+ directly prior to 2012&13,

%, !e e-tranet >ey" required to acce"" t!i" in$ormation 4ill be po"ted "eparately to our HE.FE)

contact at eac! colle+e, @(ote t!at t!e"e $ile" 4ill be in a di$$erent location on t!e e-tranet to

emplate $or participation in t!e (ational )c!olar"!ip *ro+ramme $or in"titution" intendin+ to c!ar+e

:;000 or le"" $or t!eir $ull&time $ee" and :%;'00 or le"" $or t!eir part&time $ee" $or 201%&1' a"

de"cribed in Anne- ,

Summar! file NSP10=>>>>>>ls7

', !i" E-cel 4or>boo> @()*10LLLLLL,-l" "!o4" a "ummary o$ t!e pro#i"ional 201%&1' ()*

allocation calculation $or your colle+e,

'ndividualised file NSP10>>>>>>ind7

, !i" $ile @()*10LLLLLL,ind contain" detail" o$ !o4 eac! "tudent 4a" cate+ori"ed in t!e part

o$ t!e pro#i"ional 201%&1' ()* allocation calculation" t!at u"e" .9 data, !e .9 $i+ure" u"ed in

calculatin+ t!e allocation can be re&built $rom t!i" indi#iduali"ed $ile, Anne- F pro#ide" detail" on t!e

content" o$ t!i" $ile, (ote t!at t!i" $ile i" not pro#ided $or colle+e" 4!o 4ere not directly $unded by

HEFCE prior to 2012&13,

32



8/11/2019 HEFCE 2013-02


NSP allocation method

*or colleges that /ere directl! funded (! E*CE prior to 2012-1$

5, Fir"tly 4e u"e 2010&11 and 200&10 .9 90'/F0' "tudent data to calculate an ()*

proportion $or 2010&11, !i" i" e""entially t!e $ull&time equi#alent @FE $or ()*&eli+ible "tudent" per

ne4 entrant; a$ter 4ei+!tin+, )tudent" t!at meet all o$ t!e $ollo4in+ condition" $orm t!e denominatoro$ t!i" proportion @2010&11 ne4 entrant" @accordin+ to HE)A/.9 data in t!e "ummary $ile

()*10LLLLLL,-l", !e brac>et" contain detail" o$ !o4 t!e"e "tudent" can be identi$ied $rom t!e

indi#iduali"ed $ile,

• HEFCE&$undable @()*L*E R H<MEF; H<ME.F in 2010&11

• under+raduate" in 2010&11 @()*EPE10 R Q; F

• ne4 entrant" on HE.FE)10 @()*E(9A( R 1

• in t!e HE.FE)10 population @HEFEQC10 R 0,

)uc! "tudent" can be identi$ied in t!e indi#iduali"ed $ile by "imply "electin+ ()**<* R 1,

8, !e 2010&11 FE @()*FE10 $or "tudent" 4!o meet t!e condition" in para+rap! 5 @()**<*

R 1; and 4!o are not one o$ t!e $ollo4in+; $orm" t!e numerator o$ t!i" proportion @2010&11 FE $or

()* eli+ible "tudent" in t!e "ummary $ile ()*10LLLLLL,-l"6

• domiciled in )cotland; =ale"; or (ort!ern .reland at t!e "tart o$ t!eir cour"e

@)I<M.C10 R QF; Q; QH; Q.

• on a cour"e t!at i" eli+ible $or (H) bur"arie" @HKI(H)710 R 1;2

• on a part&time cour"e "tudyin+ at le"" t!an 2' per cent inten"ity $or 2010&11

@()*M<E10 R * and ()*FE10 V 0,2'

• on a cour"e la"tin+ le"" t!an 2% 4ee>" @()*PA.E(H R 0

• in t!e HE.FE) population on an under+raduate" cour"e "tudyin+ at at lea"t 2' per cent

inten"ity in 200&10 @HEFEQ0 R 0 and ()*EPE0 R Q; F and ()*FE0 S

0,2',

)uc! "tudent" can be identi$ied in t!e indi#iduali"ed $ile by "imply "electin+ ()*C<( R 1, 2010&

11 FE $or ()* eli+ible "tudent" i" t!e "um o$ ()*FE10 $or t!e"e "tudent", (ote t!at t!i"

de$inition o$ t!e ()* eli+ible population i" broadly t!e "ame a" t!e national criteria but it doe" not

e-clude t!o"e 4it! a !ou"e!old re"idual income o$ o#er :2';000, )ince eac! in"titution !a" it" o4n

criteria $or allocatin+ t!e"e a4ard"; t!e +uidance doe" not indicate 4!et!er any indi#idual "tudent i"eli+ible to recei#e an ()* a4ard,

, !i" 2010&11 FE $or ()* eli+ible "tudent" $i+ure i" modi$ied by addin+ 4ei+!ted 2010&11

FE $or mature "tudent"; t!o"e $rom area" o$ lo4 participation or lo4 educational attainment; and

t!o"e 4it! a !ou"e!old re"idual income o$ :2';000 or le""; to +i#e t!e total numerator @=ei+!ted

2010&11 FE $or ()* eli+ible "tudent",

33

8/11/2019 HEFCE 2013-02


10, )tudent" FE count" to4ard" t!e mature 2010&11 FE i$ t!ey meet t!e condition" in

para+rap! 8 @()*C<( R 1 and al"o are a+ed at lea"t 21 4!en t!ey "tarted t!eir cour"e

@E(9LAE S 21 year", )uc! "tudent" can be identi$ied in t!e indi#iduali"ed $ile by "electin+

()*FEIMA9E T 0, 2010&11 FE $or ()* eli+ible mature "tudent" i" t!e "um o$ ()*FE10 $or

t!e"e "tudent",

11, )tudent FE" count to4ard" t!e 2010&11 lo4 participation or lo4 educational attainment area

+roup total FE i$ t!ey meet t!e condition" in para+rap! 8 @()*C<( R 1 and al"o6

• are bot! youn+ and $ull&time @E(9LAE V 21 and ()*M<E10 R F;)=< and

!a#e a po"tcode @.9 $ield )I*<)C in *<A93 quintile" 1 or 2B or

• are eit!er mature or part&time @E(9LAE S 21 or ()*M<E R * and !a#e a

po"tcode @.9 $ield )I*<)C in educational attainment quintile" 1 or 2,

)uc! "tudent" can be identi$ied in t!e indi#iduali"ed $ile by "electin+

()*FEI<=I*A9.C.*A.<( T 0, 2010&11 FE $or ()* eli+ible "tudent" $rom lo4 participation

area" i" t!e "um o$ ()*FE10 $or t!e"e "tudent",12, o 4or> out t!e FE $or t!o"e 4it! !ou"e!old re"idual income @H9. o$ :2';000 or le""; 4e

need to $ir"t de$ine a population o$ "tudent" t!at 4ere eli+ible to apply $or mean"&a""e""ed "tudent

"upport $or t!e 2010&11 academic year, )tudent" are included in t!i" population i$ t!ey meet t!e

condition" in para+rap! 8 @()*C<( R 1 and al"o 4ere "tudyin+ at no le"" t!an '0 per cent

inten"ity in 2010&11 @()*FE10 S '0, )uc! "tudent" can be identi$ied in t!e indi#iduali"ed $ile by

"electin+ ()*FEI)C*<* T 0, 2010&11 FE $or ()* eli+ible "tudent" t!at 4ere al"o )C eli+ible

i" t!e "um o$ ()*FE10 $or t!e"e "tudent",

13, <$ t!i" population; data $rom t!e )tudent oan" Company @)C $or t!o"e "tudyin+ in 2010&11

"!o4 4!ic! "tudent" 4ere a""e""ed to !a#e a H9. o$ :2';000 or le"", !e"e "tudent" cannot be

identi$ied in t!e indi#iduali"ed $ile $or data protection rea"on", 2010&11 FE $or ()* eli+ible "tudent"

4it! a H9. o$ :2';000 or belo4 i" t!e "um o$ t!e ()*FE10 $or t!e"e "tudent",

1%, !e )caled 2010&11 FE $or ()* eli+ible "tudent" 4it! a H9. o$ :2';000 or belo4 i" $ound by

di#idin+ t!e total ()* FE $or ()* eli+ible "tudent" 4it! a H9. o$ :2';000 or belo4 $ound in t!e

pre#iou" para+rap! by 2010&11 FE $or ()* eli+ible "tudent" t!at are al"o )C eli+ible @para+rap!

12; and t!en multiplyin+ by t!e 2010&11 FE $or ()* eli+ible "tudent" de$ined in para+rap! 8,

1', !e total numerator @=ei+!ted 2010&11 FE $or ()* eli+ible "tudent" i" $ound by addin+

2010&11 FE $or ()* eli+ible "tudent" to t!e t!ree additional FE total" abo#e; eac! multiplied by

t!eir re"pecti#e 4ei+!tin+ @2010&11 FE $or ()* eli+ible "tudent" W @2010&11 FE $or ()* eli+ible

mature "tudent" - 0,2' W @2010&11 FE $or ()* eli+ible "tudent" $rom lo4 participation area" -0,' W @)caled 2010&11 FE $or ()* eli+ible "tudent" 4it! a H9. o$ :2';000 or belo4 - 1,

1, !i" numerator; di#ided by t!e denominator de$ined in para+rap! 5; +i#e" u" t!e ()*

proportion $or 2010&11; t!at i"; t!e 4ei+!ted FE $or ()* eli+ible "tudent" per 2010&11 ne4 entrant,

15, (e-t; t!e ()* proportion i" multiplied by a count o$ ne4 entrant" a" ta>en $rom HE.FE)12

data @HE)E)/HE.FE)12 ne4 entrant" in t!e "ummary $ile ()*10LLLLLL,-l", !i" $i+ure can be

deri#ed $rom able ' o$ your HE.FE)12 return by "electin+ all HEFCE&$undable under+raduate"

34

8/11/2019 HEFCE 2013-02


@e#el R H(; )ub&de+ree @e-cl, H(; F; <t!er de+ree in Column 2, (ote t!at t!e $inal ()*

allocation $or 201%&1' 4ill in"tead u"e a count o$ ne4 entrant" deri#ed $rom HE.FE)13 data,

18, Finally; t!e product o$ t!e ()* proportion and HE)E)/HE.FE)12 ne4 entrant" i" multiplied

by t!e ()* rate; 0,100025%225$ull a4ard" per "caled ne4 entrant5 @t!at i"; HE)E)/HE.FE)12

ne4 entrant" "caled by t!e ()* proportion, !i" $i+ure i" t!en rounded to t!e neare"t 4!olenumber to calculate t!e pro#i"ional number o$ $ull ()* a4ard" $or t!e colle+e in 201%&1', A

minimum o$ one $ull ()* a4ard per colle+e applie" @4!ere ()* proportion T 0 and

HE)E)/HE.FE)12 ne4 entrant" T 0, !e number o$ $ull ()* a4ard" i" t!en multiplied by t!e

#alue o$ one $ull a4ard @:3;000 to +i#e t!e pro#i"ional 201%&1' ()* allocation $or t!e colle+e,

*or colleges /ho /ere not directl! funded (! E*CE prior to 2012-1$

1, For colle+e" 4!o 4ill be+in to recei#e direct HEFCE $undin+ in 2013&1%; t!e pro#i"ional 201%&

1' ()* allocation calculation i" ba"ed "olely on t!e "tudent number control mar+in place" a4arded

$or 2013&1%, For colle+e" 4!o be+an to recei#e direct HEFCE $undin+ in 2012&13; t!e pro#i"ional

201%&1' ()* allocation calculation i" ba"ed "olely on t!e HE.FE)12 ne4 entrant" $i+ure, !ere$ore;

all t!e $i+ure" relatin+ to 2010&11 are "et to ero in t!e "ummary $ile ()*10LLLLLL,-l",

20, !e HE)E)/HE.FE)12 ne4 entrant" $i+ure in t!e "ummary $ile ()*10LLLLLL,-l" i"

in"tead t!e "tudent number control mar+in place" a4arded $or t!e $ir"t year t!e in"titution i" directly

$unded by HEFCE @2012&13 or 2013&1%, !e 201%&1' ()* allocation i" calculated u"in+ t!e

a#era+e ()* proportion acro"" all ot!er colle+e", !i" a#era+e i" t!e total =ei+!ted 2010&11 FE

$or ()* eli+ible "tudent" acro"" all colle+e" t!at 4ere directly $unded by HEFCE prior to 2012&13;

di#ided by t!e total number o$ 2010&11 ne4 entrant" at t!e"e colle+e", !e ()* allocation i" t!en

$ound by multiplyin+ t!i" a#era+e ()* proportion by t!e HE)E)/HE.FE)11 ne4 entrant" and t!e

()* rate; 0,100025%225$ull a4ard" per "caled ne4 entrant, !i" $i+ure i" t!en rounded to t!e

neare"t 4!ole number to calculate t!e pro#i"ional number o$ $ull ()* a4ard" $or t!e colle+e in201%&1', A minimum o$ one $ull ()* a4ard per colle+e applie", !e number o$ $ull ()* a4ard" i"

t!en multiplied by t!e #alue o$ one $ull a4ard @:3;000 to +i#e t!e pro#i"ional 201%&1' ()* allocation

$or t!e colle+e,

5 !i" rate i" calculated a" t!e total number o$ $ull ()* a4ard" a#ailable $or 201%&1' @%;51 di#ided by t!e total

"caled ne4 entrant" in t!e "ector @t!at i"; t!e "um o$ ()* proportion multiplied by HE)E)/HE.FE)12 ne4 entrant"

$or all in"titution" 4!ile ta>in+ into account t!at a minimum o$ one $ull ()* a4ard per in"titution applie" to mo"t

in"titution",

35

8/11/2019 HEFCE 2013-02


%nne + Sample template for participation in the NSP for institutionsintending to charge 6?.000 or less for their full-time fees and64.500 or less for their part-time fees for 2014-15

!i" $orm i" pro#ided !ere for information onl! D it i" to be completed on t!e HEFCE e-tranet @"eepara+rap! '1 o$ t!e main te-t,

'nstitution name+

'nstitution @"PN+

Notes+

Participation in the National Scholarship Programme.n"titution" intendin+ to c!ar+e :;000 or le"" $or t!eir $ull&time $ee" and :%;'00 or le"" $or t!eir part&

time $ee" 4ill not be required to ma>e a contribution to t!e pro+ramme $rom 201%&1', i#en t!e

bene$it t!e ()* o$$er" to "tudent" 4e do not anticipate t!at "uc! in"titution" 4ill 4i"! to opt out o$

t!e ()*, .$ an in"titution c!ar+in+ belo4 t!e minimum $ee t!re"!old 4i"!e" to opt out it mu"t in$orm

u" o$ t!i" deci"ion in t!e template pro#ided on t!e e-tranet,

!i" return relate" to 201%&1' entrant" only, o not include 2012&13 or 2013&1% entrant" 4!ere t!ey

recei#e a4ard" in "ub"equent year",

8a(le 1 A National Scholarship Programme NSP7 2014-15 entrants

o !ou intend to participate in the NSP for 2014-15B

8a(le 1a - NSP estimated allocations

*ro#i"ional 201%&1' HEFCE allocation @:"6

Minimum number o$ $ull&time equi#alent "c!olar"!ip" @:3;000e-pected to be deli#ered6

Minimum required matc! $undin+ @:"6

Additional matc! $undin+ planned @:"

otal "pend @:"

8a(le 1( - Estimated num(er of 2014-15 entrantsreceiving a/ards

Estimated num(er ofstudents headcount7

Estimated *8E ofstudents

36

8his ta(le contains information to help E*CE in managing the National Scholarship Programme

8/11/2019 HEFCE 2013-02


8a(le 1c - eliver! of !our NSP a/ards

Ho4 are you deli#erin+ t!e ()* @bot! t!e+o#ernment allocation and in"titutionG" matc!$undin+ o#er t!e duration o$ t!e cour"eX*lea"e "elect $rom t!e drop do4n li"t,

<ption"61, ()* deli#ered to recipient in t!e $ir"t year o$ "tudy onl2, ()* payment" "pread equally o#er $ir"t 2 year" o$"tudy3, ()* payment" "pread di"proportionately o#er $ir"t 2

year" o$ "tudy%, ()* payment" "pread equally acro"" all year" o$ "tud', ()* payment" "pread di"proportionately acro"" allyear" o$ "tudy, <t!er D plea"e +i#e detail"

.$ <t!er plea"e +i#e detail",

Ho4 are you allocatin+ your matc! $undin+ @pro rata$or part time "tudent"X*lea"e "elect $rom t!e drop do4n li"t,

<ption"61, op up indi#idual ()* a4ard" to :;000 @$or in"titution4it! 100Y matc! $undin+ requirement2, op up indi#idual ()* a4ard" to :%;'00 @$or in"titution4it! '0Y matc! $undin+ requirement3, .ncrea"e t!e number o$ indi#idual ()* a4ard" at

:3;000 $or all "tudent",%, .ncrea"e t!e number o$ indi#idual a4ard" abo#e :3;00$or all "tudent",', 9an+e o$ a4ard", <t!er D plea"e +i#e detail"


Ho4 are you u"in+ criteria to "elect ()* recipient"X*lea"e "elect $rom t!e drop do4n li"t,

<ption"61, (ational criteria only @etail" o$ national criteria and+eneral eli+ibility can be $ound on t!e HEFCE 4eb&"ite a!ttp6//444,!e$ce,ac,u>/n"p$aq2, (ational criteria plu" criteria in priority order 4it! a $i-e()* $und3,(ational criteria plu" $i-ed criteria 4it! +uaranteed

eli+ibility; in"titution top" up $und in e-ce"" o$ matc!$undin+ i$ nece""ary%, <t!er D plea"e +i#e detail"


8a(le 1d - Estimated (reado/n of NSP ependiture

NSP governmentallocation andinstitutional matchfunding delivered

in !ear 1 67

NSP matchfunding deliveredin su(se&uent!ears to 2014-15entrantsincluding an!additional match

funding7 67Fee 4ai#er" or di"count"

i"counted accommodation or ot!er "imilar in"titutional"er#ice

Financial "c!olar"!ip"/bur"arie"

Free or di"counted $oundation year"

)tudent c!oice

8otal

37

8/11/2019 HEFCE 2013-02


8a(le 1e - Criteria

National criteria description

's this criterionmandator! forreceiving an NSP

a/ardB

eclared re"idual !ou"e!old income i" :2';000 orle"" Le"

)tudent" $ee i" neit!er paid nor part paid t!rou+! a"pon"or"!ip arran+ement Le"

)tudent i" not (H) $unded Le"

)tudent i" not underta>in+ a po"t+raduate initialteac!er trainin+ cour"e leadin+ to quali$ied teac!er"tatu" Le"

)tudent i" not directly continuin+ $rom one cour"e toanot!er @$or e-ample; $rom $oundation de+ree or H(

on to t!e $inal year o$ an !onour" de+ree, Le" )tudent i" not tran"$errin+ in $rom anot!er in"titution, Le"

)tudent i" not underta>in+ a po"t+raduatequali$ication, Le"

)tudent i" "tudyin+ at lea"t 2'Y inten"ity o$ t!e $ulltime equi#alent, Le"

)tudent i" not normally re"ident in )cotland; =ale"or (ort!ern .reland, Le"

.$ t!e "tudent i" part time or an E national t!en t!ey4ill not recei#e t!e maintenance element o$ an ()*a4ard @di"counted accommodation or ot!erin"titutional "er#ice" and ca"! a4ard, Le"

'nstitutional criteria description

's this criterionmandator! forreceiving an NSPa/ardB

'f !ou institution

prioritises onecriterion overanother. pleaseenter the orderin /hich the! areraned

38

8/11/2019 HEFCE 2013-02


%nne E+ 8echnical details of the algorithms applied to ES% data

%lgorithms applied to ES% data

Purpose

1, 7elo4 4e de"cribe t!e met!od" u"ed to +enerate t!e data u"ed to calculate t!e pro#i"ional

201%&1' (ational )c!olar"!ip *ro+ramme @()* allocation" $rom t!e HE)A "tudent data,

2, !i" anne- i" aimed at reader" 4it! in&dept! >no4led+e o$ t!e data, 9eader" are ad#i"ed to

!a#e copie" o$ t!e HE)A )tudent 9ecord Codin+ Manual $or 2010&11 and 200&10 to !and 4!en

readin+ it,

ES% fields used in the calculation

3, <nly certain $ield"; detailed in able E1; 4ere u"ed to calculate t!e pro#i"ional 201%&1' ()*

allocation",

%, Field" ta>en $rom t!e HE)A return or deri#ed a" part o$ t!e calculation" are "!o4n in capital"

t!rou+!out t!i" +uidance u"in+ t!e name" +i#en in able" E1 and E2 re"pecti#ely,

8a(le E1 *ields used in the calculation

Entit! *ield escription Column in

individualised

fileD

Cour"e C<9)EA.M eneral quali$ication aim o$

cour"e

)ee able E2

Cour"eZ C<9)E. Cour"e identi$ier H

Cour"e (H)79)A9L Cour"e eli+ibility $or (H)

bur"arie"

AM

Entry pro$ile <M.C.E omicile AJ

Entry pro$ile *<)C<E *o"tcode prior to entry A(

.n"tanceZ CAM*. Campu" identi$ier .

.n"tance C<MAE )tart date o$ in"tance )ee able E2

.n"tance FEEE. Fee eli+ibility A

.n"tance F(C<E Fundability code A

.n"tanceZ .()CAM* .n"titution" o4n campu" identi$ier

.n"tance (MH) )tudent in"tance identi$ier )ee able E2

.n"tanceZ <=(.() .n"titution" o4n in"tance identi$ier J

.n"tance )*E(H E-pected len+t! o$ "tudy A<

.n"tance L*EL9 ype o$ in"tance year A*

.n"tance (.H nit" o$ e-pected len+t! o$ "tudy AK

.n"tance LEA9*9 Lear o$ cour"e A9

.n"tance LEA9) Lear o$ "tudent on t!i" cour"e A)

.n"titution *9( *ro#ider 9e$erence (umber A

)tudent 7.9HE ate o$ birt! A.

39

8/11/2019 HEFCE 2013-02


Entit! *ield escription Column in

individualised

fileD

)tudent H). HE)A unique "tudent identi$ier 7

)tudentZ <=() .n"titution" o4n internal identi$ier

$or t!e "tudent

)ee able E2

[ !e indi#iduali"ed data $ile ()*10QQQQ,ind,

Z !e"e $ield" are not u"ed in t!e calculation but are included in t!e indi#iduali"ed $ile to allo4 ea"y identi$ication o$

"tudent",

=ining (et/een !ears

', =e lin> 2010&11 HE)A data to 200&10 HE)A data u"in+ t!e H). and *9(

combination, *rior to lin>in+ 4e reduce eac! HE)A return to one record per "tudent @*9( -

H)., .$ a "tudent !a" more t!an one record in t!e 200&10 HE)A return 4e ta>e t!e record in t!e

HE)E) population $or t!e 200&10 @HE)EQC0 R 0 in pre$erence to t!o"e not in t!at population, .$

t!e "tudent !ad more t!an one record 4it! t!e "ame #alue o$ HE)EQC0 4e ta>e under+raduate"

@()*EPE0 R Q; F in pre$erence to po"t+raduate" @()*EPE0 R *; *9, .$ t!e

"tudent !a" more t!an one record 4it! t!e "ame le#el @()*EPE0 4e ta>e t!e record 4it! t!e

lar+e"t $ull&time equi#alence @FE @()*FE0 in pre$erence to t!o"e 4it! le"" FE, .$ t!e "tudent

!a" more t!an one record 4it! t!e "ame FE; 4e ta>e t!e record 4it! t!e !i+!e"t C<9)EA.M0

#alue and t!en t!e earlie"t C<MAE0 #alue until 4e identi$y a "in+le record,

, .$ a "tudent !a" more t!an one record in t!e HE)A 2010&11 return 4e ta>e t!e record in t!e

()**<* population in pre$erence to t!o"e not in t!at population, )imilarly; 4e ta>e t!e record in t!e

()*C<( population in pre$erence to any record" not in t!at population, !en 4e ta>e t!e record

in t!e ()*IH9.Ibelo4I2' population in pre$erence to any record" not in it; t!en t!e record in t!e()*Io4I*articipation population in pre$erence to any record" not in t!at population; and t!en t!e

record in t!e ()*Imature population in pre$erence to t!o"e not in t!at population, .$ all o$ t!e"e are

t!e "ame $or multiple record"; t!e"e record" are reduced to one u"in+ t!e criteria in para+rap! ';

u"in+ 2010&11 $ield" in"tead o$ 200&10 $ield",

5, !e indi#iduali"ed $ile i" re"tricted to one record $or eac! "tudent and only contain" "tudent"

4it! a record in t!e 2010&11 HE)A return,

=ining to S=C data

8, .n order to determine !ou"e!old re"idual income @H9.; 4e lin> to data $rom t!e )tudent oan"

Company @)C, !e 2010&11 HE)A data are matc!ed to t!e )C data $or "tudent" enterin+ !i+!ereducation in 2010&11, !i" matc!in+ i" ac!ie#ed u"in+ a number o$ di$$erent matc! proce""e";

lin>in+ on data item" "uc! a" name and date o$ birt!8,

8 !i" i" a "imilar matc!in+ proce"" to t!e one u"ed in producin+ per$ormance indicator" $or !i+!er education

in"titution" and $urt!er education colle+e", Anne- o$ HEFCE 2012/20 i" an e-ample o$ t!i"

@444,!e$ce,ac,u>/pub"/year/2012/201220,

40

http://smb//hefce-trimstore/offlinefs/hollish/My%20Documents/Offline%20Records%20(HF)/CM-NSP%20~%20and%20e-comms%202013%20-%20Editing-%20Numbered%20documents/www.hefce.ac.uk/pubs/year/2012/201220


8/11/2019 HEFCE 2013-02


escription of derived fields

, able E2 +i#e" detail" o$ t!e deri#ed $ield" in t!e indi#iduali"ed data $ile,

8a(le E2 NSP allocation derived fields

erived field name escription Paragraph Column in

individualised

fileD

C<MAEQQ C<MAE #alue $or t!e year

denoted by QQ

20 &

C<9)EA.MQQ C<9)EA.M #alue $or t!e

year denoted by QQ

1 &M

C9)EH en+t! o$ cour"e 23 P

E(9LAE A+e on entry to t!e cour"e 10 =

HE)EQCQQ 9ea"on $or e-clu"ion $rom t!e

HE)E) population $or t!e year

denoted by QQ

18 Q&L

.()A(CEEL nique in"tance identi$ier 11

*(K.(.E .ndicator "!o4in+ t!e

participation or educational

attainment quintile o$ t!e

"tudent" local area

28 \

()*C<( Field indicatin+ t!at a "tudent

i" con"idered ()* eli+ible;

accordin+ to our allocation

de$inition"

2' (

()*E(9A( Entrant in HE)E) $la+ 21 AA

()*FEQQ FE $or t!e year o$ in"tance

denoted by QQ

15 A7&AC

()*FEC<( 2010&11 FE $or ()* eli+ible"tudent"

2 <

()*FEI<=I

*A9.C.*A.<(

2010&11 FE $or ()* eli+ible

"tudent" $rom an area o$ lo4

participation

2 *

41

8/11/2019 HEFCE 2013-02



individualised

fileD

()*FEIMA9E 2010&11 FE $or ()* eli+ible

mature "tudent"

25 K

()*FEI)C*<* 2010&11 FE $or ()* eli+ible

"tudent" in t!e )C eli+ible

population

30 9

()*EPEQQ e#el o$ "tudy $or t!e year

denoted by QQ

1% A&AE

()*M<E Mode o$ "tudy 1' AF

()**<* Field indicatin+ inclu"ion in

denominator o$ t!e ()*

proportion

2% )

()*L*E Fundability "tatu" 1 A

()*PA.E(H .ndicator $or cour"e len+t! o$

at lea"t one academic year

22 AH

(MH)QQ (MH) #alue $or t!e year

denoted by QQ

12 E&F

<=()QQ <=() #alue $or t!e year

denoted by QQ

13 C&

[ !e indi#iduali"ed data $ile ()*10QQQQ,ind,

EN8>%GE @Column =

10, !i" i" a deri#ed $ield t!at +i#e" t!e a+e o$ t!e "tudent 4!en t!ey "tarted t!eir cour"e; a" a

4!ole number; ba"ed on C<MAE10 and 7.9HE, .$ eit!er o$ t!e"e t4o $ield" are blan>;

E(9LAE R 0,

'NS8%NCE"E> @Column

11, !i" i" a deri#ed $ield 4!ic! uniquely identi$ie" in"tance" on t!e HE)A record",

N@#@S<< @Column" E&F

12, !e"e $ield" contain t!e (MH) $ield #alue in t!e HE)A "tudent record $or t!e year denoted

by QQ, For e-ample; (MH)10 i" t!e (MH) $ield #alue in t!e 2010&11 HE)A "tudent record,

)NS8@<< @Column" C&

13, !e"e $ield" contain t!e <=() $ield #alue in t!e HE)A "tudent record $or t!e year denoted

by QQ, For e-ample; <=()0 i" t!e <=() $ield #alue in t!e 200&10 HE)A "tudent record,

42

8/11/2019 HEFCE 2013-02


NSP=EE=<< @Column" A&AE

1%, !e"e $ield" contain t!e #alue o$ t!e HE)E) le#el deri#ed $ield @HE)EPE $or t!e year

denoted by QQ, For e-ample; ()*EPE10 contain" t!e #alue o$ t!e 2010&11 HE)EPE $ield, For

a $ull de"cription o$ t!e HE)EPE al+orit!m re$er to t!e HE)E)10 re&creation tec!nical document;

444,!e$ce,ac,u>/data/$amd/late"t"tati"tic"/2010&11o#er#ie4/

NSP#)E @Column" AF

1', !i" $ield contain t!e #alue o$ t!e HE)E) mode deri#ed $ield @HE)M<E $or 2010&11, For a

$ull de"cription o$ t!e HE)M<E al+orit!m re$er to t!e HE)E)10 re&creation tec!nical document,

NSP8>PE @Column A

1, !i" $ield contain" t!e $undability and re"idential "tatu" deri#ed $ield @HE)L*E $or 2010&11,

For a $ull de"cription o$ t!e HE)L*E al+orit!m re$er to t!e HE)E)10 re&creation tec!nical

document,

NSP*8E<< @Column" A7&AC

15, !e"e $ield" contain t!e #alue o$ t!e HE)E) FE deri#ed $ield @HE)E)FE; di#ided by 100;

$or t!e year denoted by QQ, For e-ample; ()*FE0 contain" t!e #alue o$ t!e 200&10 HE)E)FE

$ield; di#ided by 100, For a $ull de"cription o$ t!e HE)E)FE al+orit!m re$er to t!e HE)E)10 re&

creation tec!nical document,

ESE<C=<< @Column" Q&L

18, !e"e $ield" contain t!e #alue o$ t!e HE)E) e-clu"ion rea"on deri#ed $ield @HE)EQC $or t!e

year denoted by QQ, For e-ample; HE)EQC10 contain" t!e #alue o$ t!e 2010&11 HE)EQC $ield,

For a $ull de"cription o$ t!e HE)EQC al+orit!m re$er to t!e HE)E)10 re&creation tec!nical

document,

C)@SE%'#<< @Column" &M

1, !e"e $ield" contain t!e C<9)EA.M $ield #alue in t!e HE)A "tudent record $or t!e yeardenoted by QQ, For e-ample; C<9)EA.M0 i" t!e C<9)EA.M $ield #alue in t!e 200&10 HE)A

"tudent record, !e"e $ield" are only u"ed to determine 4!ic! record" to >eep 4!ere a "tudent !a"

multiple record",

C)#%8E<< @Column" &

20, !e"e $ield" contain t!e C<MAE $ield #alue in t!e HE)A "tudent record $or t!e year

denoted by QQ, For e-ample; C<MAE10 i" t!e C<MAE $ield #alue in t!e 2010&11 HE)A

"tudent record,

NSPEN8%N8 @Column AA

21, !i" $ield indicate" "tudent" in t!eir $ir"t year o$ in"tance in 2010&11,

43

http://www.hefce.ac.uk/data/famd/lateststatistics/2010-11overview/

http://www.hefce.ac.uk/data/famd/lateststatistics/2010-11overview/

8/11/2019 HEFCE 2013-02


alue escription efinition

1 Entrant @L*EL9 R 1 and C<MAE10 S 1 Au+u"t 2010 or

@L*EL9 R 2; %; ' and C<MAE10 S 1 Au+u"t 200 and

C<MAE10 U 31 July 2010

0 <t!er4i"e <t!er4i"e

NSP%='=ENG8 @Column AH

22, !i" $ield indicate" "tudent" 4!o"e e-pected len+t! o$ "tudy i" at lea"t 2% 4ee>",


0 !e e-pected len+t! o$

"tudy i" le"" t!an one

academic year

@(.H R 2 and )*E(H V or

@(.H R 3 and )*E(H V 2% or

@(.H R % and )*E(H V 18 or

(.H R '


CSE=G8 @Column P

23, !i" $ield contain" t!e e-pected len+t! o$ t!e cour"e in year", !e #alue" are rounded up to

t!e neare"t 4!ole year,


)*E(H (.H R 1 mean" )*E(H

i" recorded in year"

(.H R 1

)*E(H

/ 12

)*E(H i" recorded in mont!" (.H R 2

)*E(H

/ '2

)E(H i" recorded in 4ee>" (.H R 3

n>no4n len+t! (.H R

1 <t!er4i"e

44

8/11/2019 HEFCE 2013-02


NSPP)P @Column )

2%, !i" $ield indicate" "tudent" 4!o 4ill count in t!e denominator o$ t!e ()* proportion in t!e

calculation o$ t!e 2013&1% ()* allocation,


1 )tudent count" in t!e

denominator o$ t!e

()* proportion

HE)EQC10 R 0 and ()*EPE10 R Q; F and

()*E(9A( R 1 and ()*L*E R H<MEF; H<ME.F


NSPC)@N8 @Column (

2', !i" $ield indicate" "tudent" 4!o count a" ()* eli+ible in term" o$ our allocation al+orit!m";

4!ic! are +uided by t!e national eli+ibility criteria, (ote t!at t!e"e are not "u$$icient criteria to

determine 4!et!er a "tudent i" to be +i#en an ()* a4ard, For e-ample; it doe" not include t!e

!ou"e!old income criterion; and eac! in"titution decide" it" o4n a4ard criteria,


1 ()* eli+ible ()**<* R 1 and <M.C.E ] Q;QH;Q. and

@()*M<E R F);)=< or @()*M<E R *

and ()*FE10 S 0,2'

and ()*PA.E(H R 1 and (H)79)A9L ] 1

and not @(H)79)A9L R 2 and

@@C9)EH S ' and LEA9) T % or

@C9)EH R % and LEA9*9 R 2;3;%

and @HE)EQC0 ] 0 or ()*EPE0 ] Q; F

or ()*FE0 V 0,2'


NSP*8EC)@N8 @Column <

2, !i" $ield +i#e" t!e 2010&11 FE $or ()* eli+ible "tudent",


()*FE10 FE $or ()* eli+ible

"tudent"

()*C<( R 1


45

8/11/2019 HEFCE 2013-02


NSP*8EF#%8@E @Column K

25, !i" $ield +i#e" t!e 2010&11 FE $or ()* eli+ible mature "tudent",



mature "tudent"

()*C<( R 1 and E(9LAE S 21


=PN@'N8'=E @Column \

28, !i" $ield +i#e" t!e *<A93 quintile $or "tudent" t!at are youn+ and $ull&time; and t!e

educational attainment quintile $or ot!er "tudent" @"ee 444,!e$ce,ac,u>/polar ,


*<A93 quintile @ba"ed

on t!e "tudent"

*<)C<E

*<A93 quintile $or

"tudent" t!at are

youn+ and $ull&time

E(9LAE V 21 and ()*M<E R F;)=<

Educational attainment

quintile @ba"ed on t!e

"tudent" *<)C<E

Educational attainment

quintile $or "tudent"

t!at are mature or

part&time

E(9LAE S 21 or ()*M<E R *

NSP*8EF=)FP%8'C'P%8')N @Column *

2, !i" $ield +i#e" t!e 2010&11 FE $or ()* eli+ible "tudent" $rom an area o$ lo4 participation or

educational attainment,



"tudent" $rom lo4

participation or

educational attainment

area"

()*C<( R 1 and *(K.(.E R 1;2


46

http://www.hefce.ac.uk/polar

http://www.hefce.ac.uk/polar

8/11/2019 HEFCE 2013-02


NSP*8EFS=CP)P @Column 9

30, !i" $ield +i#e" t!e 2010&11 FE $or ()* eli+ible "tudent" 4!o 4ere eli+ible to apply $or

mean"&te"ted +rant" $rom t!e )C $or 2010&11,



"tudent" 4!o 4ere )C

eli+ible in 2010&11

()*C<( R 1 and ()*FE10 S 0,'0


escription of the use of S=C data

31, )tudent" are counted a" !a#in+ an H9. o$ :2';000 or le"" i$ t!eir H9. i" recorded in t!e )C

data and i" :2';000 or le"", Additionally; part&time "tudent" are al"o counted in t!i" +roup i$ t!ey

!a#e no H9. recorded but !a#e been a4arded a +rant $or t!eir tuition $ee",

47

8/11/2019 HEFCE 2013-02


%nne *+ 8echnical details of the algorithms applied to '= data

%lgorithms applied to '= data

Purpose

1, !i" anne- de"cribe" t!e met!od" u"ed to +enerate t!e data u"ed to calculate t!e 201%&1'

pro#i"ional ()* allocation" $rom t!e .9 data,

2, .t i" aimed at reader" 4it! in&dept! >no4led+e o$ t!e data, 9eader" are ad#i"ed to !a#e a

copy o$ t!e )peci$ication o$ t!e .ndi#iduali"ed earner 9ecord $or 2010/11 and )peci$ication o$ t!e

.ndi#iduali"ed earner 9ecord $or 200/10 @a#ailable $rom t!e .n$ormation Aut!ority to !and 4!en

readin+ it,

'= fields used in the calculation

3, <nly certain $ield"; detailed in able F1; 4ere u"ed to calculate t!e pro#i"ional 201%&1' ()*

allocation",

%, Field" ta>en $rom t!e .9 return or deri#ed a" part o$ t!e calculation" are "!o4n in capital"t!rou+!out t!i" +uidance u"in+ t!e name" +i#en in able" F1 and F2 re"pecti#ely,

8a(le *1 *ields used in the calculation

*ield code escription Name ata set Column in

individualised

fileD

01Z Contract/allocation pro#ider

number

)I*.( earner 7

03 earner re$erence number )I9EF earner C

11 ate o$ birt! )I<7 earner A(15 earner !ome po"tcode )I*<)C earner A*

2% Country o$ domicile )I<M.C earner A<

%2Z *ro#ider&"peci$ied learner

data

)IC<1/

)IC<2

earner &E

%'Z nique learner number ( earner F

% *ro#ider 9e$erence

(umber

*9( earner A

A0'Z earnin+ aim data "et

"equence

KAI)EK(< earnin+

aim

)ee able F2

A0

Z

earnin+ aim re$erence KAIA.MI9 earnin+aim

J

A25 earnin+ "tart date KAI)IA earnin+

aim

)ee able F2

A28 earnin+ planned end date KAIEQ*IE earnin+

aim

AM

A%8Z *ro#ider&"peci$ied learnin+

aim data

KAIC<1/

KAIC<2

earnin+

aim

&

48

8/11/2019 HEFCE 2013-02


*ield code escription Name ata set Column in

individualised

fileD

H0Z )tudent in"tance identi$ier HKI(MH

HE )ee able F2

H13 ype o$ pro+ramme year HKI*LL* HE A

H%% .denti$yin+ cour"e" eli+ible

$or (H) bur"arie"

HKI(H)7 HE A

[ !e indi#iduali"ed data $ile ()*10LLLLLL,ind,

Z !e"e $ield" are not u"ed in t!e calculation but are included in t!e indi#iduali"ed $ile to allo4 ea"y identi$ication o$

"tudent",

=ining (et/een !ears

', =e lin> 2010&11 .9 90' data to 200&10 .9 F0' data u"in+ t!e )I9EF @03 and *9(

@% combination, *rior to lin>in+ 4e reduce eac! .9 return to one record per "tudent @*9(

@% - )I9EF @03, .$ a "tudent !a" more t!an one record in t!e 200&10 .9 return 4e ta>e t!e

record in t!e HE.FE) population $or t!e 200&10 @HEFEQC0 R 0 in pre$erence to t!o"e not in t!at

population, .$ t!e "tudent !ad more t!an one record 4it! t!e "ame #alue o$ HEFEQC0 4e ta>e

under+raduate" @()*EPE0 R Q; F in pre$erence to po"t+raduate" @()*EPE0 R *;

*9, .$ t!e "tudent !a" more t!an one record 4it! t!e "ame le#el @()*EPE0 4e ta>e t!e

record 4it! t!e lar+e"t $ull&time equi#alence @FE @()*FE0 in pre$erence to t!o"e 4it! le""

FE, .$ t!e "tudent !a" more t!an one record 4it! t!e "ame FE; 4e ta>e t!e record 4it! t!e

!i+!e"t HEFKA.M0 #alue and t!en t!e earlie"t KAI)IA0 #alue until 4e identi$y a "in+le

record,

, .$ a "tudent !a" more t!an one record in t!e 2010&11 .9 return 4e ta>e t!e record in t!e()**<* population in pre$erence to t!o"e not in t!at population, )imilarly; 4e ta>e t!e record in t!e

()*C<( population in pre$erence to any record" not in t!at population, !en 4e ta>e t!e record

in t!e ()*IH9.Ibelo4I2' population in pre$erence to any record" not in it; t!en t!e record in t!e

()*Io4I*articipation population in pre$erence to any record" not in t!at population; and t!en t!e

record in t!e ()*Imature population in pre$erence to t!o"e not in t!at population, .$ all o$ t!e"e are

t!e "ame $or multiple record"; t!e"e record" are reduced to one u"in+ t!e criteria in para+rap! ';

u"in+ 2010&11 $ield" in"tead o$ 200&10 $ield",

5, !e indi#iduali"ed $ile i" re"tricted to one record $or eac! "tudent and only contain" "tudent"

4it! a record in t!e 2010&11 .9 90' return,

=ining to S=C data

8, .n order to determine !ou"e!old re"idual income @H9.; 4e lin> to data $rom t!e )tudent oan"

Company @)C, !e 2010&11 .9 data are matc!ed to t!e )C data $or "tudent" enterin+ !i+!er

49

8/11/2019 HEFCE 2013-02


education in 2010&11, !i" matc!in+ i" ac!ie#ed u"in+ a number o$ di$$erent matc! proce""e";

lin>in+ on data item" "uc! a" name and date o$ birt!,

escription of derived fields

, able F2 +i#e" detail" o$ t!e deri#ed $ield" in t!e indi#iduali"ed data $ile,

8a(le *2 NSP allocation derived fields


individualised

fileD

E(9LAE A+e o$ "tudent 4!en t!ey

"tarted t!eir cour"e

10 =

HEFEQCQQ 9ea"on $or e-clu"ion

$rom t!e HE.FE)

population $or t!e year

denoted by QQ

1 Q&L

HEFKA.MQQ HEFKA.M #alue $or t!e

year denoted by QQ

20 <&*

HKI(MHQQ HKI(MH @H0 $or

t!e year denoted by QQ

1% M&(

.9EL nique learnin+ aim

identi$ier

12 .

*(K.(.E .ndicator "!o4in+ t!e

participation or


quintile o$ t!e "tudent"local area

25 \

()*C<( Field indicatin+ t!at a

"tudent i" con"idered

()* eli+ible; accordin+ to

our allocation de$inition"

2% K

()*E(9A( Entrant in HE.FE) $la+ 22 AA

()*FEQQ FE o$ t!e year o$

in"tance denoted by QQ

18 A7&AC

()*FEC<( 2010&11 FE $or ()*

eli+ible "tudent"

2' 9

()*FEI<=I*A9.C.*A.<( 2010&11 FE $or ()*

eli+ible "tudent" $rom an

area o$ lo4 participation

28 )

!i" i" a "imilar matc!in+ proce"" to t!e one u"ed in producin+ per$ormance indicator" $or Hi+!er Education

.n"titution" and Furt!er Education Colle+e", Anne- o$ HEFCE 2012/20 i" an e-ample o$ t!i"

@444,!e$ce,ac,u>/pub"/year/2012/201220,

50



8/11/2019 HEFCE 2013-02



individualised

fileD

()*FEIMA9E 2010&11 FE $or ()*

eli+ible mature "tudent"

2

()*FEI)C*<* 2010&11 FE $or ()*

eli+ible "tudent" in t!e

)C eli+ible population

2

()*EPEQQ e#el o$ "tudy $or t!e year

denoted by QQ

1' A&AE

()**<* Field indicatin+ inclu"ion

in denominator o$ t!e

()* proportion

23 P

()*M<E Mode o$ "tudy 1 AF

()*L*E Fundability "tatu" 15 A

()*PA.E(H .ndicator $or cour"e

len+t! o$ at lea"t one

academic year

11 AH

KAI)EK(<QQ KAI)EK(< @A0' #alue

$or t!e year denoted by

QQ

13 &H

KAI)IAQQ KAI)IA @A25 #alue

$or t!e year denoted by

QQ

21 A.&AJ

[ !e indi#iduali"ed data $ile ()*10LLLLLL,ind,

EN8>%GE @Column =

10, !i" i" a deri#ed $ield t!at +i#e" t!e a+e o$ t!e "tudent 4!en t!ey "tarted t!eir cour"e; a" a

4!ole number; ba"ed on KAI)IA10 and )I<7 @11, .$ eit!er o$ t!e"e t4o $ield" are blan>;

E(9LAE R 0,

NSP%='=ENG8 @Column AH

11, !i" $ield indicate" "tudent" 4!o"e e-pected len+t! o$ "tudy i" at lea"t 2% 4ee>",


0 !e e-pected len+t! o$

"tudy i" le"" t!an one

academic year

KAIEQ*IE @A28 i" not blan> and KAI)IA10 i" not

blan> and KAIEQ*IE & KAI)IA10 V 18 day"


51

8/11/2019 HEFCE 2013-02


'="E> @Column .

12, !i" $ield uniquely identi$ie" learnin+ aim" on t!e 2010&11 .9 return,

%FSEN)<< @Column" &H

13, !e"e $ield" contain t!e KAI)EK(< @A0' $ield #alue in t!e .9 return $or t!e year denoted

by QQ, For e-ample; KAI)EK(<10 i" t!e KAI)EK(< @A0' $ield #alue in t!e 2010&11 .9 return,FN@#@<< @Column" M&(

1%, !e"e $ield" contain t!e HKI(MH @H0 $ield #alue in t!e .9 return $or t!e year denoted

by QQ, For e-ample; HKI(MH0 i" t!e HKI(MH @H0 $ield #alue in t!e 200&10 .9 return,

NSP=EE=<< @Column" A&AE

1', !e"e $ield" contain t!e #alue o$ t!e HE.FE) le#el deri#ed $ield @HEFEPE $or t!e year

denoted by QQ, For e-ample; ()*EPE10 contain" t!e #alue o$ t!e 2010&11 HEFEPE $ield, For

a $ull de"cription o$ t!e HEFEPE al+orit!m re$er to t!e HE.FE)10 re&creation tec!nical document;

444,!e$ce,ac,u>/learnin+/datacoll/deri#ed/late"t/

NSP#)E @Column AF1, !i" $ield contain" t!e mode o$ "tudy deri#ed $ield @HEFM<E $or 2010&11, For a $ull

de"cription o$ t!e HEFM<E al+orit!m re$er to t!e HE.FE)10 re&creation tec!nical document,

NSP8>PE @Column A

15, !i" $ield contain" t!e $undability and re"idential "tatu" deri#ed $ield @HEFL*E $or 2010&11,

For a $ull de"cription o$ t!e HEFL*E al+orit!m re$er to t!e HE.FE)10 re&creation tec!nical

document,

NSP*8E<< @Column" A7&AC

18, !e"e $ield" contain t!e #alue o$ t!e HE.FE) FE deri#ed $ield @HEFE)FE; di#ided by 100;

$or t!e year denoted by QQ, For e-ample; ()*FE0 contain" t!e #alue o$ t!e 200&10 HEFE)FE

$ield; di#ided by 100, For a $ull de"cription o$ t!e HEFE)FE al+orit!m re$er to t!e HE.FE)10 re&

creation tec!nical document,

E*E<C=<< @Column" Q&L

1, !e"e $ield" contain t!e HE.FE) e-clu"ion rea"on deri#ed $ield @HEFEQC #alue $or t!e year

denoted by QQ, For e-ample; HEFEQC10 contain" t!e 2010&11 HEFEQC $ield #alue, For a $ull

de"cription o$ t!e HEFEQC al+orit!m re$er to t!e HE.FE)10 re&creation tec!nical document,

E*%'#<< @Column" <&*

20, !e"e $ield" contain t!e broad reco+ni"ed HE quali$ication aim deri#ed $ield @HEFKA.M #alue

$or t!e year denoted by QQ, For e-ample; HEFKA.M0 i" t!e HEFKA.M $ield #alue $or 200&10,

!e"e $ield" are only u"ed to determine 4!ic! record" to >eep 4!ere a "tudent !a" multiple record"included in t!e ()* population, For a $ull de"cription o$ t!e HEFKA.M al+orit!m re$er to t!e

HE.FE)10 re&creation tec!nical document,

%FS8F%<< @Column" A.&AJ

21, !e"e $ield" contain t!e KAI)IA @A25 $ield #alue in t!e .9 return $or t!e year denoted by

QQ, For e-ample; KAI)IA10 i" t!e KAI)IA @A25 $ield #alue in t!e 2010&11 .9 return,

52

http://smb//hefce-trimstore/offlinefs/hollish/My%20Documents/Offline%20Records%20(HF)/CM-NSP%20~%20and%20e-comms%202013%20-%20Editing-%20Numbered%20documents/www.hefce.ac.uk/learning/datacoll/derived/latest/

http://smb//hefce-trimstore/offlinefs/hollish/My%20Documents/Offline%20Records%20(HF)/CM-NSP%20~%20and%20e-comms%202013%20-%20Editing-%20Numbered%20documents/www.hefce.ac.uk/learning/datacoll/derived/latest/

8/11/2019 HEFCE 2013-02


NSPEN8%N8 @Column AA

22, !i" $ield indicate" "tudent" in t!eir $ir"t year o$ pro+ramme o$ "tudy in 2010&11,


1 Entrant @HKI*LL* @H13 R 1 and KAI)IA10 S 1 Au+u"t 2010 or

@HKI*LL* @H13 R 2; %; ' and KAI)IA10 S 1 Au+u"t 200 and

KAI)IA10 U 31 July 2010


NSPP)P @Column P

23, !i" $ield indicate" "tudent" 4!o 4ill count in t!e denominator o$ t!e ()* proportion,


1 )tudent count" in t!edenominator o$ t!e

()* proportion

HEFEQC10 R 0 and ()*EPE10 R Q; F and()*E(9A( R 1 and ()*L*E R H<MEF;

H<ME.F


NSPC)@N8 @Column K

2%, !i" $ield indicate" "tudent" 4!o count a" ()* eli+ible in term" o$ our allocation al+orit!m";

4!ic! are +uided by t!e national eli+ibility criteria, (ote t!at t!e"e are not "u$$icient criteria to

determine 4!et!er a "tudent i" to be +i#en an ()* a4ard, For e-ample; it doe" not include t!e

!ou"e!old income criterion; and eac! in"titution decide" it" o4n a4ard criteria,


1 ()* eli+ible ()**<* R 1 and )I<M.C @2% ] Q;QH;Q. and

@()*M<E R F);)=< or @()*M<E R *

and ()*FE10 S 0,2' and

()*PA.E(H R 1 and HKI(H)7 @H%% ]

1;2

and @HEFEQC0 ] 0 or ()*EPE0 ] Q; F

or ()*FE0 V 0,2'


53

8/11/2019 HEFCE 2013-02


NSP*8EC)@N8 @Column 9

2', !i" $ield +i#e" t!e 2010&11 FE $or ()* eli+ible "tudent",



"tudent"

()*C<( R 1


NSP*8EF#%8@E @Column

2, !i" $ield +i#e" t!e 2010&11 FE $or ()* eli+ible mature "tudent",



mature "tudent"

()*C<( R 1 and E(9LAE S 21


=PN@'N8'=E @Column \

25, !i" $ield +i#e" t!e *<A93 quintile $or "tudent" t!at are youn+ and $ull&time; and t!e

educational attainment quintile $or ot!er "tudent" @"ee 444,!e$ce,ac,u>/polar ,


*<A93

quintile

@ba"ed on

t!e "tudent"

)I*<)C

@15

*<A93 quintile $or

"tudent" t!at are

youn+ and $ull&time

E(9LAE V 21 and ()*M<E R F;)=<

Educational

attainment

quintile

@ba"ed on

)I*<)C

@15

Educational

attainment quintile $or

"tudent" t!at are

mature or part&time

E(9LAE S 21 or ()*M<E R *

54

http://www.hefce.ac.uk/whatwedo/wp/ourresearch/polar



8/11/2019 HEFCE 2013-02


NSP*8EF=)FP%8'C'P%8')N @Column )

28, !i" $ield +i#e" t!e 2010&11 FE $or ()* eli+ible "tudent" $rom an area o$ lo4 participation or

educational attainment,



"tudent" $rom lo4

participation or


area"

()*C<( R 1 and *(K.(.E R 1;2


NSP*8EFS=CP)P @Column

2, !i" $ield +i#e" t!e 2010&11 FE $or ()* eli+ible "tudent" 4!o 4ere apparently eli+ible toapply $or mean"&te"ted +rant" $rom t!e )C $or 2010&11,



"tudent" 4!o 4ere )C

eli+ible in 2010&11

()*C<( R 1 and ()*FE10 S 0,'0


escription of the use of S=C data30, )tudent" are counted a" !a#in+ an H9. o$ le"" t!an :2';000 i$ t!eir H9. i" recorded in t!e

)C data and i" le"" t!an :2';000, Additionally; part&time "tudent" are al"o counted in t!i" +roup i$

t!ey !a#e no H9. recorded but !a#e been a4arded a +rant $or t!eir tuition $ee",

55

8/11/2019 HEFCE 2013-02


=ist of a((reviations

;'S epartment $or 7u"ine""; .nno#ation and )>ill"

C)C C!an+e o$ Circum"tance

E@ European nion

*8E Full&time equi#alent

E;SS Hi+!er Education 7ur"ary and )c!olar"!ip )c!eme

E*CE Hi+!er Education Fundin+ Council $or En+land

E'*ES Hi+!er Education in Furt!er Education6 )tudent" )ur#ey

ES% Hi+!er Education )tati"tic" A+ency

ESES Hi+!er Education )tudent" Early )tati"tic" )ur#ey

N Hi+!er (ational iploma

'= .ndi#iduali"ed earner 9ecord

NS (ational Healt! )er#ice

NSP (ational )c!olar"!ip *ro+ramme

)**% <$$ice $or Fair Acce""

P)=% *articipation o$ ocal Area"

S=C )tudent oan" Company

PS% =idenin+ participation "trate+ic a""e""ment