How to return Individualised Learner Record (ILR) final funding claims to the ESFA

Information for institutions who are required to make a ESFA final funding claim return for academic year 2017 to 2018.

Individualised Learner Record (ILR) Funding returns: Annex B: ILR 16 to 19 funding claim 2017 to 2018

The deadline for final funding claims for academic year 2017 to 2018 is 18 October 2018. From this year onwards, we are combining the 16 to 19 and adult funding final claim to make it easier for you to return your information. You will be able to include your 16 to 19 out-turn summary data with the other funding streams on the online funding claim form.

The only circumstances in which the ESFA will need the signed 16 to 19 final claim report (available through Funding Implementation Service (FIS) or the Hub) are:

• where the funded institution ceases delivery during the year before the final claim return is available from the ESFA in the autumn after the end of the funding year
• where any material issues with the ILR data submission require us to seek additional funding eligibility assurance over ILR data, and such a return will always require ESFA prior agreement

We have published advice on completing the new combined 16 to 19 and adult claim return.

How the ILR 16 to 19 final funding claims 2017 to 2018 values are determined

The head of institution must sign the simplified final funding claim declaration at the bottom of the combined summary final funding claim return for 2017 to 2018. We explain why this is necessary in Annex A of our ESFA Funding guidance for young people 2017 to 2018 ILR Funding returns.

The funding values are all calculated from your ILR data submissions for 2017 to 2018. The new combined 16 to 19 and adult final claim form will include a summary of the values detailed in the FIS/Hub 16 to 19 study funding claim report and replaces the need for the separate 16 to 19 return.The ILR R14 data return period will close on Thursday 19 October. This is the final data return for this funding year. Please allow enough time to fully cleanse your data using the validation reports generated by the system before making your final submission.

Gaining the necessary assurance over ESFA income for auditors signing off college accounts before the end of December

We will issue allocation information for academic year 2017 to 2018 and ILR R10 funding out-turn information to all known college financial audit firms either in:

• a workbook form for those with multiple college clients or
• copies of reconciliation statements for all their known clients

We will follow this up with final figures based on ILR R14 returns in early November to assist the audit firms in signing off college accounts.

Next steps

As set out in ILR funding returns document in paragraph 14 we will issue final reconciliation statements to all ILR funded institutions through Information Exchange.

We aim to issue statements for contract institutions subject to reconciliation and Grant-in-aid institutions in November 2018. At this time, you will find your statement in the revenue funding folder, AY 2017-18.

Using ESFA Information Exchange

Support and further information about the ESFA information Exchange is available.

If you need any further clarification over your final claim return, please contact your usual territory contact.

Published 12 August 2016
Last updated 14 August 2018 + show all updates

1. 14 August 2018 This page now refers providers to the webpage that should be used for returning the new combined adult and 16 to 19 final funding claim.
2. 12 August 2016 First published.