Changes to the 2007-08 HESA student record: impact on the HESES re-creation and WP funding
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Transcript of Changes to the 2007-08 HESA student record: impact on the HESES re-creation and WP funding
Changes to the 2007-08 HESA student record: impact on the
HESES re-creation and WP funding
Christine Daniel and Richard Puttock
April 2008
SROC08
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
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
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
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
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
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)
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
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
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 = 0.5LOADYRA = 0.04LOADYRB = 0.46
2008-09 record:STULOAD = 0.04LOADYRA = 0.04LOADYRB = 0
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
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
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
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
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
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
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
Table 7 – 100:0 non-standard years
• 100:0 non-standard years:
– Exclusion reasons
– FTE
– Columns 1 and 2, Column 3
– Mode
– Fundability status
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
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
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
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
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
Partial completions – Implementation (3)
• Full details in web-facility document– Check data– Feedback on algorithms
• Expect approximations to be refined in coming years
Questions
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: [email protected]
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: [email protected]
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: [email protected]
Further information (Partial completions)
• HEFCE web-site - www.hefce.ac.uk:• Review of the teaching funding method
Outcomes of second consultation on changes to the method from 2008-09 (HEFCE 2007/23)
• Richard Puttock, tel: 0117 931 7472
or e-mail: [email protected]