Changes to the 2007-08 HESA student record: impact on the HESES re-creation and WP funding

1. SROC08 Changes to the 2007-08 HESA student record: impact on the HESES re-creation and WP funding Christine Daniel and Richard Puttock April 2008

2. Outline of presentation • What has changed in the HESA student record? • What effect do these changes have on calculating widening participation? • What effect do these changes have on our HESA-HESES re-creation? • Partial completions • Further information and contacts

3. What has changed in the HESA record? • Move to a modular record for all institutions • Only one method of returning FTE for students on non-standard years of instance

4. What effect do these changes have on calculating widening participation? • The way we obtain tariff points changes • We will obtain tariff points from HESA when we receive the 2007-08 record from them • Web facility – we will use same algorithm as HESA

5. What effect do these changes have on our HESA-HESES re-creation? • FTE and price groups for non-standard years of instance • Table 7 in HESES07 • LOADYRA and LOADYRB • MODYR

6. Recording activity for students on non-standard years: what has changed? (1) • HESA 2006-07 and earlier: (a) 100:0 method (b) 0:100 method (c) Split FTE method • HESES06 and earlier: (a) counted on commencement date and anniversary (b)+(c) counted on 1 August in academic years in which there is activity, except for the first

7. Recording activity for students on non-standard years: what has changed? (2) • HESA 2007-08 and beyond: • split method only • HESES07 and beyond: • counted on 1 August in academic years in which there is activity, except for the first (FTE is not split across HESES returns)

8. Example of how to return activity for non-standard years in HESES (1) • Example: two year PT course running from 1 September 2006 to 31 August 2008 First year of instance: • Activity was counted on 1 August 2007 • Activity for whole year was returned in Column 1, Table 3 of HESES07 • If previously used 100:0 method then this activity was also returned in Column 1, Table 3 of HESES06

9. Example of how to return activity for non-standard years in HESES (2) • Example: two year PT course running from 1 September 2006 to 31 August 2008 Second year of instance: • Activity is counted on 1 August 2008 • Activity for whole year is returned in Column 1, Table 3 of HESES08 • If previously used 100:0 method then this activity was also returned in Column 1, Table 7 of HESES07

10. Example of how to return activity for non-standard years on HESA • Example: two year PT course running from 1 September 2006 to 31 August 2008 (assuming FT course lasts 1 year) 2006-07 record: STULOAD = 0.5 (100:0), 0 (0:100) or 0.46 (split) 2007-08 record: STULOAD = 0.5 LOADYRA = 0.04 LOADYRB = 0.46 2008-09 record: STULOAD = 0.04 LOADYRA = 0.04 LOADYRB = 0

11. Implications of this change • Column 2 will only include students on short courses/years of instance which start after 1 December and finish before the end of the academic year • Institutions previously using 100:0 method may have seen change in FTEs in HESES07 • Impact on HEFCE grant

12. Table 7 - Counts of years of instance and FTE using HESES06 treatment of non-standard years of instance • Table 7 – for one year only • Total FTE for all years of instance • Non-standard years of instance counted using the methods used for HESES06 • Completion of table was optional • Restricted to institutions who previously used the 100:0 method to return FTE on non-standard academic years

13. Non-standard years (1) • Tables 1a – 6 • Transitional issues • Use of the web facility to iron out any weaknesses • LOADYRA/LOADYRB and MODYR not used for 2007-08, will be used for 2008-09 (where returned) • Overrides will be available for problems of fit

14. Non-standard years (2) • STULOAD from 2007-08, except final instance year: • 100:0 – use previous year’s STULOAD • 0:100 – previous STULOAD, except where one year of instance • 0:100 – use ‘norm’ where one year of instance • Split FTE – attempt to link between years where one year of instance, otherwise use ‘norm’ • Affects PT only • Price group – use proportions from 2007-08

15. Non-standard years (3) • Beyond 2007-08: • Review experience for HESES07 • Use LOADYRA/B and MODYR (where provided) – need two years worth of data • Where not provided use in-year STULOAD, unless final year • Where final year, attempt to link between years and add STULOAD to a previous year’s STULOAD

16. Other changes for HESES07 re-creation • MCDATE - identify when students write up or move to dormant or sabbatical • Split FTE method substantially reduces need to use FUNDCOMP=3 • Removed some approximation for low credit bearing courses • Reduced need for overrides • Full details of algorithms – Appendix 1 of HESES07 • Feedback welcome

17. Table 7 • Transitional issues • Use of the web facility to iron out any weaknesses • Overrides will be available for problems of fit • Standard years – as Tables 1a, 2, 3 • Non-standard – split FTE, 0:100 – as Tables 1a, 2, 3

18. Table 7 – 100:0 non-standard years • 100:0 non-standard years: • Exclusion reasons • FTE • Columns 1 and 2, Column 3 • Mode • Fundability status

19. Table 7 – 100:0 exclusion reasons • Exclusion reasons: • Students excluded from Tables 1a – 6 because they are in their first year will be included • Final year students will be excluded • All student included in Table 7 should not be returned as FUNDLEV=99 or FUNDCOMP=9

20. Table 7 – 100:0 • FTE: • assume STULOAD from 2007-08, except in first year • Assume ‘norm’ in first year • Mode and fundability status – assume from 2007-08

21. Partial completions – The policy • Announced in July 2007 • Non-completion definition unchanged • At least 20 completed credits (0.16 FTE) • Will use 2007-08 HESA data to calculate “premium” • Requires return of real modules

22. Partial completions – Implementation (1) • General principle “Count completed FTE for years of instance that would, had they been completed, have been counted in HESES07” • Important fields • FUNDCOMP • MODSTAT • MODOUT

23. Partial completions – Implementation (2) • Standard years • Non-standard years • If modular in 2006-07 link back • Mainly approximate for 2007-08 • INSTAPP • Likely approximations • Assume as many non-completed modules as possible in first year

24. Partial completions – Implementation (3) • Full details in web-facility document • Check data • Feedback on algorithms • Expect approximations to be refined in coming years

25. Questions

26. Further information and contacts (HESES) • HEFCE web-site - www.hefce.ac.uk: • Publication 2007/26 for HESES07 guidance • Frequently asked questions under ‘Questions’, then ‘HESES FAQs’ • Circular letter 32/2005 for guidance on assigning departments to cost centres • Christine Daniel, tel: 0117 931 7373 or e-mail: heses@hefce.ac.uk

27. Further information (HESA-HESES re-creation) • HEFCE web-site - www.hefce.ac.uk: • Publication 2008/07 for 2006-07 re-creation guidance and algorithms • Frequently asked questions under ‘Questions’, then ‘2006-07 statistics derived from HESA data for monitoring and allocation of funding FAQs’ • Appendix 1 of publication 2007/26 for the algorithms we expect to use in the 2007-08 re-creation • Tony Ryan, tel: 0117 931 7297 or e-mail: hesa_heses_stats@hefce.ac.uk

28. Further information (Widening Participation allocations) • HEFCE web-site - www.hefce.ac.uk: • Annex D and Appendix 7 of publication 2008/07 for a full explanation of how we calculated the provisional 2008-09 WP allocations • http://www.hefce.ac.uk/widen/fund/ for an overview of how we calculate the WP allocations • Christine Daniel, tel: 0117 931 7373 or e-mail: hesa_heses_stats@hefce.ac.uk

29. Further information (Partial completions) • HEFCE web-site - www.hefce.ac.uk: • Review of the teaching funding methodOutcomes of second consultation on changes to the method from 2008-09 (HEFCE 2007/23) • Richard Puttock, tel: 0117 931 7472 or e-mail: hesa_heses_stats@hefce.ac.uk