Access agreement 2015-16 resource plan (submission 1 May 2014)
Contact Information
Institution name:
Institution UKPRN:
Validation checks
1. Please ensure that contact details are completed for two people.
Main contact
Alternate contact
Name
Job title
Telephone
E-mail
Important template note
Please do not copy and paste cells within this workbook as this can corrupt and overwrite the validation checks.
If needs be, you can copy and paste into the white formula bar box (which can be found just below the command ribbon at
the top of the Excel window).
Notes
As well as submitting your access agreement, you need to complete and return this Excel resource plan.
OFFA will publish the information you provide in Table 7 (Milestones and targets) on the OFFA website along with your
access agreement. Summary financial information will be published by OFFA in an outcomes report.
- Please complete sections in yellow, white sections will autopopulate.
- Please do not apply inflation.
Access agreement 2015-16 resource plan (submission 1 May 2014)
(Table 1) Full-time courses: fee limits and student numbers, 2014-15 to 2018-19
Institution name:
Institution UKPRN:
Validation checks:
1. There must be at least one course in the table.
2. All rows must be complete - rows must have system type and course type selected, at least one student recorded, and a course fee.
3. Courses must not exceed the higher fee cap for the particular system/course type selected.
Notes
Do not account for fee waivers in this table - you can record these in Table 5
OFFA may share information on franchise partners with the SLC so that they can populate their databases in good time to inform applications for student finance
'Old system students' refers to those who started their studies before 1st September 2012
'New system students' refers to those who started their studies on or after 1st September 2012.
Table 1 - Full-time courses: fee limits and student numbers
Row
Please select the system type
Please select the course type
If this fee is for a franchised course you should select the
name and UKPRN of the franchise partner from the drop
down list, alternatively please type the UKPRN of the
Where you have different fee
provider.
limits for different courses,
A UKPRN lookup service is available at UK Register of
please provide more information
Learning Providers, using the hyperlink below.
If this fee is not a franchised course, leave blank
e.g. subject/faculty groupings
www.ukrlp.co.uk
1
2
3
4
5
6
7
8
9
10
Course fee and higher fee income (£)
Total predicted number of students in each academic year
2014-15
2015-16
2016-17
2017-18
2018-19
Fee income
above the
Course fee
basic fee per
student
Using basic
fee cap of
Using higher
fee cap of
Access agreement 2015-16 resource plan (submission 1 May 2014)
(Table 2) Part-time courses: fee limits for new system students in 2015-16
Institution name:
Institution UKPRN:
Validation checks:
1. All rows must be complete - rows must have course type selected, and the full time equivalent course fee and maximum fee completed.
2. Courses must not exceed the higher fee cap for the particular course type selected.
Notes
Do not account for fee waivers in this table - you can record these in Table 5.
For the purposes of this table, we only need to know the fees for your part-time fee regulated courses by course type. You do not need to disaggregate between different intensities of
study. You only need to record courses where you charge part-time students above £4,500.
As per paragraph 58 of the 2014-15 guidance, the full-time equivalent course fee is the fee per 120 credits (equivalent to a full year of study), or fee for the duration of the programme if
less than 120 credits.
We may share information on franchise partners with the SLC so that they can populate their databases in good time to inform applications for student finance.
Table 2 - Part-time courses: fee limits
Row
Please select the course type
If this fee is for a franchised course you should select the name
and UKPRN of the franchise partner from the drop down list,
alternatively please type the UKPRN of the provider.
A UKPRN lookup service is available at UK Register of
Learning Providers, using the hyperlink below.
www.ukrlp.co.uk
1
2
3
4
Where you have different fee limits for different
courses, please provide more information e.g.
subject/faculty groupings
Full time
equivalent
course fee
Maximum fee
charged in any
academic year
Access agreement 2015-16 resource plan (submission 1 May 2014)
(Table 3) Summary student numbers and fee income
Institution name:
Institution UKPRN:
Validation checks:
1. If you record part-time student numbers in table 3a, you must have higher fee income from part-time students in table 3b, and vice versa.
2. New system, part-time, above the basic fee student numbers should be less than or equal to all new system, part-time student numbers.
Notes
Tables 3a and 3b mostly populate automatically using the data you have provided in table 1 for full-time students.
In tables 3a and 3b you will also need to complete the data relating to part-time student numbers and relevant fee income, indicated by the yellow
cells.
* For part-time students, do not include those studying at an intensity of less than 25 percent FTE or those studying a course which leads to a
qualification equivalent or lower than one they already hold, as these are not regulated by OFFA.
Table 3a - Total number of students
Old system
Full time
Academic year
2014-15
All students
of which above the basic fee
Full time
All students
of which above the basic fee
New system
Part time*
All students
of which above the basic fee
All students
Total students
of which above the basic fee
Table 3b - Fee income above the basic fee
(or higher fee income (HFI)) (£)
Old system
2015-16
2016-17
2017-18
2018-19
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Academic year
2014-15
2015-16
2016-17
2017-18
2018-19
Full time
0
0
0
0
0
Full time
0
0
0
0
0
Part time*
0
0
0
0
0
0
0
0
0
0
New system
Total higher fee income
Optional commentary on fee income and predicted student numbers.
If there is additional information that you would like to make us aware of you can include this here.
This box is limited to 200 words; however, we are happy for you to upload additional ‘supporting information’ as a separate Word/pdf document.
Access agreement 2015-16 resource plan (submission 1 May 2014)
(Table 4) Access, student success and progression spend forecasts
Institution name:
Institution UKPRN:
Validation checks:
1. Table 4 must be completed.
2. OFFA countable spend on access, student success and progression should not exceed the total expenditure for access, student success and progression respectively.
Notes
To complete Table 4 please estimate your institutional expenditure from ALL funding sources so that we can understand your total spend on access, student success and
progression. This may include public funds such as the Student Opportunity allocation.
Please also state how much of your access, student success and progression activity expenditure is funded from OFFA-countable funding within your access agreement. The
OFFA-countable totals for access, student success and progression will be used to calculate your overall access agreement expenditure in Table 6a. This may include the
backfilling of infrastructure and any activity previously supported by Student Opportunity funding.
When calculating your progression spend, please note that OFFA’s remit only extends to students and courses that are fee-regulated. This means that only measures targeted
at undergraduate students (or postgraduate ITT students) from under-represented and disadvantaged groups should be included in your OFFA-countable spend. For example,
you should not include spend on financial support for postgraduate students in your OFFA-countable expenditure, although you may include this in your total expenditure on
progression.
The data for 2014-15 is pre-filled using data submitted with your 2014-15 access agreement. This information can be amended. If there are substantial differences in the
expenditure you committed to in your 2014-15 access agreement and the expenditure you now wish to submit for 2014-15, please give us an explanation in the optional
commentary below, focusing on the broad reasons for any difference.
Table 4 – Access, student success & progression expenditure forecasts (£)
Access
expenditure forecasts
Total expenditure on access
Student success
expenditure forecasts
Total expenditure on student success
Progression
expenditure forecasts
Total expenditure on progression
of which uses OFFA countable funding
of which uses OFFA countable funding
of which uses OFFA countable funding
Total access, student success & progression expenditure
Academic year
2014-15
2015-16
2016-17
2017-18
2018-19
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Total activity expenditure
of which uses OFFA countable funding
Optional commentary
This box is limited to 200 words; however, we are happy for you to upload additional ‘supporting information’ as a separate Word/pdf document.
Access agreement 2015-16 resource plan (submission 1 May 2014)
(Table 5) Expenditure on financial support
Institution name:
Institution UKPRN:
Validation checks:
1. If you record a Government NSP allocation, you must input some full state support expenditure.
Notes
The data for 2014-15 is pre-filled using data submitted with your 2014-15 access agreements. This information can be amended. If there are substantial differences between the expenditure you
committed to in your 2014-15 access agreement and the expenditure you now wish to submit for 2014-15, please give an explanation in the commentary box below, focusing on the broad
reasons for any difference.
You should record any OFFA countable hardship funds in Table 5. This may include increases to absorb the changes to the Access to Learning Fund.
* Other under-represented groups are defined as - a) household income is unknown and you can't make estimates b) household income is above £25,000
Table 5 - Financial support expenditure, including total National Scholarship Programme (NSP)
expenditure (£)
2017-18
2018-19
0
0
0
Students from other under-represented groups*
0
0
0
0
0
Students with household residual incomes up to £25,000
0
0
0
0
0
Students from other under-represented groups*
0
0
0
0
0
0
0
0
0
0
Students with household residual incomes up to £25,000
0
0
0
0
0
Students from other under-represented groups*
0
0
0
0
0
Students with household residual incomes up to £25,000
0
0
0
0
0
Students from other under-represented groups*
0
0
0
0
0
Students with household residual incomes up to £25,000
0
0
0
0
0
Students from other under-represented groups*
0
0
0
0
0
0
0
0
0
0
Full time
0
0
0
0
0
Part time
0
0
0
0
0
Student choice for all students
0
0
0
0
0
Hardship funds for all students
0
0
0
0
0
Total financial support including Government NSP allocation
0
Government NSP allocation
0
Total financial support without Government NSP allocation
0
0
0
0
0
Part time
Fee waivers for all students
Old system
Full time
Bursaries and
scholarships
Full time
New system
Part time
Bursaries and scholarships for all students
New system
Total financial support
2016-17
0
(including free or
discounted foundation
years)
Hardship funds
2015-16
0
New system
Student choice
2014-15
Students with household residual incomes up to £25,000
Full time
Fee waivers
(including
accommodation
discounts and other
institutional services)
Academic year
Optional commentary on predicted expenditure.
This includes any assumptions you have made where you are providing students a choice of financial support (if required).
This box is limited to 200 words; however, we are happy for you to upload additional ‘supporting information’ as a separate Word/pdf document.
Access agreement 2015-16 resource plan (submission 1 May 2014)
(Table 6) Summary tables
Institution name:
Institution UKPRN:
Summary tables, data for publication at institutional level
Tables 6a, 6b, and 6c are pre-populated from the data you have entered in previous tables. You should check that the summary data fits with your understanding of your
balance of expenditure, and total expenditure as a proportion of your higher fee income.
Paragraph 89 of the 2014-15 guidance gives some broad guidelines on expenditure levels for access and student success, which we will look at when asessing your level
of spend. While our guidelines are not precise minimums, we will be concerned if you propose to spend significantly less and will need a discussion with you before we can
approve your access agreement. The Director of Fair Access will use the information in these tables, alongside targets, and information set out in your access agreement to
inform his decision to approve your access agreement.
We recognise that spend in transitional years (e.g. where you have made significant changes to your financial support which may take some years to take effect) may be
above or below our guidelines on what you should spend on access measures depending on your existing commitments.
If there are significant changes in expenditure between years, please give us an explanation in the optional commentary below Table 6c.
Academic year
Table 6a – Expenditure summary (£)
2014-15
2015-16
2016-17
2017-18
2018-19
Access expenditure
0
0
0
0
0
Student success expenditure
0
0
0
0
0
Progression expenditure
0
0
0
0
0
Expenditure on financial support
0
0
0
0
0
Total expenditure
0
0
0
0
0
Table 6b – Expenditure summary, as a
proportion fee income above the basic fee
(or higher fee income (HFI)) (%)
Academic year
2014-15
Higher fee income (HFI)
2015-16
2016-17
2017-18
2018-19
0
0
0
0
0
Access expenditure (as % HFI)
0
0
0
0
0
Student success expenditure (as % HFI)
0
0
0
0
0
Progression expenditure (as % HFI)
0
0
0
0
0
Expenditure on financial support (as % HFI)
0
0
0
0
0
0
0
0
0
0
Total expenditure (as % HFI)
Table 6c - New system, full-time fee levels (£)
2015-16
Average fee
0
Average fee adjusted for fee waivers
0
Average fee adjusted for all financial support
0
Maximum fee
0
Optional commentary
This box is limited to 200 words; however, we are happy for you to upload additional ‘supporting information’ as a separate Word/pdf document.
Access agreement 2015-16 resource plan (submission 1 May 2014)
(Table 7) Milestones and targets
Institution name:
Institution UKPRN:
Validation checks:
1. Prefilled target type categories must be re-selected to fit the new drop-down menu options.
2. Each target must be categorised by selecting a milestone/target type from the drop down menu.
3. A reason for changing any prefilled data must be recorded in Column N for both Tables 7a and 7b.
4. Each target must be classified as collaborative or not.
Notes
These tables have been pre-populated using the information you provided to us in your 2014-15 access agreement data return.
• Please ensure that each target has a milestone/target type selected from the drop down list (not all these were recorded in previous subsmissions).
• If you alter a target or any milestone, please record a reason from the drop down list in Column N.
• Any changes made to targets or milestones will be highlighted with blue text - you should complete Column N if blue text is highlighted.
• Any new targets will be highlighted with green text and must be entered on a separate row, you will also need to select "New target" in Column N for each of the targets you enter.
• As per paragraph 154 of the 2014-15 guidance, you should discuss any removal of targets with OFFA in advance of submitting your access agreement. When removing a target select "Target removed" from the drop down box in Column N, and describe the reason in the commentary in
Column M.
• Do not overwrite an old target with a new one.
• All individual targets must be self contained, within one row of the table below.
• If you have not submitted any data to OFFA previously, you will need to select "New target" in Column N for each of the targets you enter.
• If you wish to give some contextual information regarding your targets as a whole, please include this within the commentary box beneath Table 7b.
• We do not expect you to extend your targets to cover to cover additional years unless you wish to. However we do expect you to set milestones over a 5 year period for new targets.
Table 7a - Statistical milestones and targets relating to your applicants, entrants or student body
Number
Please select milestone/target type
from the drop down menu
Description
(500 characters maximum)
Is this a
collaborative
target?
Baseline year Baseline data
Yearly milestones/targets (numeric where possible, however you may use
text)
2014-15
1
2
3
4
5
6
7
8
2015-16
2016-17
2017-18
2018-19
If you have made any changes to the prefilled
Commentary on your milestones/targets or textual
data around your milestones/targets, or included
description where numerical description is not
additional milestones/targets, please select a
appropriate (500 characters maximum)
reason from the drop down list
Notes
Alongside applicant and entrant targets, we encourage you to provide targets around your outreach and student success work (including collaborative work where appropriate) or other initiatives to illustrate your progress towards increasing access, student success and progression. These
should be measurable outcomes‐based targets and should focus on the number of beneficiaries reached by a particular activity/programme, or number of schools worked with, and what the outcomes were, rather than simply recording the nature/number of activities.
Table 7b - Other milestones and targets.
Number
Please select milestone/target type
from the drop down menu
Description
(500 characters maximum)
Is this a
collaborative
target?
Baseline year Baseline data
Yearly milestones/targets (numeric where possible, however you may use
text)
2014-15
1
2
3
4
5
6
7
8
9
10
11
12
13
2015-16
2016-17
2017-18
2018-19
If you have made any changes to the prefilled
Commentary on your milestones/targets or textual
data around your milestones/targets, or included
description where numerical description is not
additional milestones/targets, please select a
appropriate (500 characters maximum)
reason from the drop down list.
Access agreement 2015-16 resource plan (submission 1 May 2014)
Validation
Institution name:
Institution UKPRN:
VALIDATION IN DEVELOPMENT
Access agreement 2015-16 resource plan (submission 1 May 2014)
Assuring your return
Institution name:
Institution UKPRN:
Validation checks
1. Please ensure that senior manager details are completed.
Assuring your return
In submitting this access agreement return you are confirming that all the information you have provided has been compiled in accordance
with our guidance, that it has been subject to an independent internal validation process, and has been signed off and approved as correct.
Senior manager responsible for assuring the access agreement data return
Name
Job title
Telephone
E-mail