Welcome

1. OLASS Provider Event 31st March 2010 Funding Workshop Garry Broom Welcome

2. Objectives • By the end of the session you will: • Understand the background to, and principles of, Adult OLASS Achievement Funding • Understand how the OLASS 3 funding process will work

3. Aim • To support your understanding of the achievement funding methodology for Adult OLASS 3 provision which has been implemented this year

4. Background and Principles • How the funding will work • Examples • Questions

5. Adult OLASS Background and Principles • Invitations to Tender (ITTs) indicated that: ‘the LSC will reform the planning, funding and performance management of OLASS provision in line with the changes towards a demand-led system, which are being introduced within the mainstream learning and skills environment’ • A sum equivalent to 5% of the overall contract value for the geographical unit of procurement is held back • In the second and subsequent years, the targets and holdback will be applied at the level of the individual establishment. This may mean agreeing a different level of achievement dependent on category of prison.

6. Principles • Providers demonstrate the move towards 80% core curriculum • For 2009/10 this can be demonstrated either by: • Calculating that 80% of the teaching hours are delivered against the core curriculum • Demonstrating that 80% of learning aims are against the core, for the calculation of the 62% achievement rate For the second and subsequent years, this need to be demonstrated by 80% of the contract value

7. Definitions • Calculation of the 62% achievement rate is applied to OLASS funded core live aims for adults in custody. • At each review, the concept of “achievable aims” will be applied. • Core aims • Learning aims on section 96 and 97 plus HE opening courses (This definition is also used by INU)

8. Calculations • Unknown Age groups • Enrolments and achievements by those aged under 15 will be allocated to the appropriate unit procurement • Unknown Custody • Enrolments and achievements by those with unknown custody will be shared out equally between each unit of procurement that the provider is contracted for

9. How the funding will work • Detail of Unit of Procurement allocations issued in contracts • Value of 5% already deducted from allocation – details in Financial Annex • Payments are made as contracted – as in Financial Annex • Mid-Year review 1, 2 and Final Review

10. Mid-Year Review 1 • Based on Final L02 Data • – submitted between 2nd Feb 2010 and 30th April • Review commences 17th May 2010 • Achievable aims at Mid year review 1 • Aims with an actual end date on or before 31st January 2010 or those core live aims which have a planned end date on or before 31st January 2010.

11. Mid-Year Review 1 • Numbers are rounded down e.g. 61.9% = 2% funding • Achievement rates of 57% or lower = no release of funding • Payments to be made in June 2010

12. Mid-Year Review 2 • Based on INU • – submitted by providers on 14th June 2010 • Review commences 21st June 2010 • Achievable aims at Mid year review 2 • Aims with an actual end date on or before 31st July 2010 or those core live aims which have a planned end date on or before 31st July 2010.

13. Mid Year Review 2 • Release of the remaining 2.5% of funding held back at the beginning of the contract year. • No provider receives more than 5% in the funding year • Payment to be made in July 2010

14. Final Review • Planned to take place Early January 2011 as Information Authority moved collection date forward • Based on Final L05 Data • Achievable aims at final review • Aims with an actual end date on or before 31st July 2010 or those core live aims which have a planned end date on or before 31st July 2010.

15. Final Review • Reconciliation with mid-year review – no provider receives more than 5% in the funding year • Where a provider’s achievement has decreased, money will be clawed back • Clawed back by March 2011

16. Questions