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manualfunding

Training Bursaryfor academic year 2011/12

Mainstream initial teacher training

The Training and Development Agency for Schools (TDA) will close on 31March 2012. On 1 April 2012 the Teaching Agency, one of four newDepartment for Education (DfE) agencies, will be formed. The newexecutive agency will be responsible for ensuring the supply of high qualityteachers and training, and for teacher regulation.

Update

Contents

Section 1 Key Changes

Mainstream funding and allocations

Mainstream funding recovery(holdback)

Eligibility for TDA funding

Tuition fees

Science specialisms

Recruitment premiums

Non-HEI capital funding

Page 2

Page 4

Page 6

Page 10

Page 12

Page 14

Page 17

Page 16

Financial data and management

Data tables

Glossary

Section 2

Section 11

Section 10

Section 9

Section 8

Section 7

Section 6

Section 5

Section 4

Section 3

Section 13

Section 12

Overview

Useful links and contacts

Page 18

Page 19

Page 23

Page 26

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Section 1

This section details key changes to the mainstream initialteacher training (ITT) funding arrangements for academicyear (AY) 2011/12.

1.1 The Training and Development Agency forSchools (TDA) funding policy continues toalign with the Government’s agenda forITT, and reflects our aim to deliver highquality ITT whilst demonstrating value formoney.

1.2 The TDA is pleased to announce that unitsof funding for mainstream ITT funding inAY2011/12 have been maintained at thesame levels as the previous academicyear.

1.3 Whilst the arrangements for mainstreamITT funding principally remain the same, anumber of small changes have been madeto reflect the current ITT market. Inaddition to this, providers will be requiredto return data on offers and acceptancesagainst their allocated places prior to thestart of the academic year. Details of thisprocess will be outlined in this fundingmanual.

1.4 The TDA has applied the followingchanges to the ITT funding process for thisacademic year:

• ITT providers will still continue to receive a premium for all physics new entrants, however the chemistry recruitment premium has been discontinued

• Flexible modes of study have been mapped to either full-time or part- time to

enable providers to determine the level of intensity of their ITT programmes

• The TDA has now split science allocations out to reflect the different subject specialisms

• Music and religious education have been re-classified under the secondary other priority grouping to reflect the continued emphasis on science, technology, engineering and maths (STEM) subjects

• The protection level for non-higher education institution non-HEI capital funding has been adjusted

Key changes

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2.1 The TDA accredits institutions to delivermainstream ITT courses, which consist ofundergraduate and postgraduate routesleading to qualified teacher status (QTS).Trainees may study through a full-time orpart-time route of study. All mainstreamroutes into ITT are delivered by HEIs,further education colleges (FECs) andschool-centred ITT providers (SCITTs)

2.2 Providers are allocated mainstreamfunding each academic year for both newentrants and continuing trainees of ITT tobe used for ITT within that year. Eachcategory of ITT programme is attributed aspecific unit of funding based on the modeof study and the subject. These units arethen used in conjunction with a provider’sallocated places for new and continuingtrainees to determine the total fundingpayable by the TDA. The units of fundingare determined by taking into account:

• the total amount of funding available to allocate

• the total number of places the TDA is required to fund, and

• any price weighting factors the TDA has given each category of place, reflecting agreed cost and policy differentials.

2.3 Providers will receive notification of their new entrant allocations in the academic year prior to which they apply.

2.4 This manual should be used for thepurpose of managing your TDA funding formainstream ITT programmes andrepresents part two of the financialmemorandum between the TDA, and ITTproviders. Part one of the financialmemorandum between the TDA and ITTproviders is a separate document (see the‘Useful links and contacts’ section at theend of this funding manual). For eachprovider, a designated responsible officermust ensure compliance with therequirements set out in the memorandumand funding manual and other guidancefrom the TDA.

2.5 The TDA will no longer allow carry forwardof unused funds and will recover in full anyunused ring-fenced funding identified byproviders in their annual audit returns.

2.6 Providers should use this manual as aguide to managing their mainstream ITTfunding according to TDA funding policyand guidelines. Although this manualcovers the main aspects of mainstreamITT funding, there may be exceptionalcircumstances that it does not directlyaddress. In these circumstances, pleasecontact the TDA at [email protected]

Section 2

This section provides an overview of how mainstream ITTis managed and delivered.

Overview

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Section 3

This section provides the eligibility criteria for TDA funding.

3.1 Providers may only use TDA allocatedplaces for trainees who are eligible forTDA funding. The following categories oftrainees are not eligible and cannot befunded by the TDA:

• Overseas trainees, i.e. trainees who do not meet the definition of home or EC trainees as set out in the Education (Student Support) Regulations (see guidance from the UK Council for International Student Affairs, www.ukcisa.org.uk)

• Trainees who are self-funded • Trainees domiciled in the Isle of Man

or the Channel Islands (although these trainees may still be eligible for the training bursary)

• Trainees attending ITT courses to become adult or further education teachers

• Trainees taking an employment-based ITT (EBITT) course on the Graduate Teacher Programme (GTP), the Registered Teacher Programme (RTP) or the Overseas Trained Teacher Programme (OTTP)

• Trainees taking continuing professional development (CPD) such as postgraduate professional development (PPD)

• Teachers who already have QTS

• Overseas trained teachers who are qualified from their country of origin and who would fall under the General Teaching Council’s (GTC) reciprocal QTS arrangements

• Trainees who meet the definition of home or EC trainees but for whom the ITT provider receives funding from another public or private source, including the trainees themselves

• Trainees on ITT courses for which the TDA is not the main source of funding

• Incoming trainees on exchange programmes

• Trainees who have interrupted their studies and intend to return the following year

• Trainees on pre-ITT preparation or subject knowledge enhancement (SKE) courses course programme of ITT leading to QTS

• Trainees taking courses that will not enable them to meet the QTS standards by completing the course

• Trainees who have previously been deemed to have failed a programme of ITT leading to QTS


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Home and EU students3.2 The fee status category that a trainee falls

into will help determine whether they areeligible for TDA funding. Trainees musthave home or EU status in order to beeligible. If a trainee has ‘overseas’ status,then they will not be eligible. Moreinformation can be found on how todetermine a trainee’s fee status at the UKCouncil for International Student Affairswww.ukcisa.org.uk

Schools in special measures3.3 Mainstream providers may use schools in

special measures for training purposes, attheir discretion. However they are askedto carefully consider the school’s capacityto support such a trainee, and whethersuch an environment is appropriate fortraining. In such circumstances, providersare advised to contact the Quality andInspection team for specific guidance, asthere are compliance and inspection-related considerations, at:[email protected]

Learner enrolment forms3.4 Providers must ensure that they have

signed and dated learner enrolment formsfor every eligible trainee enrolled on theircourses.

Section 3 cont


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Section 4

Units of funding4.1 New entrants to standard, full-time

postgraduate courses which typically runfrom September to the following July willattract a standard unit of funding. Newentrants to standard full-timeundergraduate courses which last fromtwo to four years will attract a standardunit of funding for every year ofprogramme that they attend.

4.2 New entrants to non-standard, part-timepostgraduate courses (including modularprogrammes) attract a higher unit offunding. The price weighting factor has asmall uplift compared to a standardpostgraduate course. This ensures theTDA’s price weighting differentials arealigned with those of the Higher EducationFunding Council for England (HEFCE),and reflect the additional costs associatedwith non-standard courses. For non-standard courses the TDA will pay a single unit offunding based on new entrant registrationsat the start of the course. New entrants topart-time undergraduate courses willattract half a unit of funding, equal to halfthe full-time equivalent.

4.3 Units of funding are referenced throughoutthis funding manual and can be found inthe accompanying data tables at the endof this document. These data tables show

the units of funding per allocated place forthe current academic year. They alsoshow the price weighting factors used bythe TDA to calculate the units of fundingfor the different categories of place.The rates contained within this manual arerelevant to AY2011/12 only and do notprovide assurances about any future unitsof funding.

Allocation and timings of mainstreamfunding 4.4 The TDA pays providers mainstream

funding in monthly instalments throughoutthe academic year, from August to July.Payments are made electronically byBACS at the start of each month.

4.5 The TDA aims to pay between 60 and 70per cent of the mainstream fundingallocation during the eight-month periodfrom August to March, and the balanceover the remaining four months from Aprilto July.

4.6 The TDA manages an extranet so thatproviders can access their payment profileat any point. This sets out the timings andamounts to be paid for each fundingstream. It provides a record of paymentsmade and a profile of future payments.

Mainstream funding andallocationsThis section outlines the mainstream ITT funding process,including how units of funding are calculated, and howallocations and funding are managed.

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4.7 The payment profile is revised during thecourse of the academic year and a newversion is uploaded every time themonthly ITT payment is processed.Providers are encouraged to check theextranet regularly to ensure they areaware of the current payment profile. Theprofiles are made available on the extranetbefore the start of the academic year. Theextranet can be accessed athttps://ittprovider.tda.gov.uk and anyquestions can be directed [email protected]

Allocations and recruitment portal(ARP)

4.8 Providers are now required to inform theTDA of applications, offer and acceptancedata against allocated places via theAllocations and Recruitment Portal (ARP).This is a live and on-going data collectionsystem, designed to inform the TDA ofrecruitment and where possible identifyany supply issues. The TDA reserves theright to approach providers to suggestrelinquishment of places in any subject iftheir recruitment data is showing undertarget. The TDA also reserves the right toallocate extra places to providers who areable to demonstrate that they haverecruited to target via the ARP.

Changes to courses4.9 Providers need TDA approval for

significant changes in their provision. Thisincludes relocation of premises, mergersand closures. To allow for a managedchanged process, please submit a writtenrequest to the quality and inspection team([email protected]) and the fundingteam ([email protected]), in advanceof any such proposed change and awaitTDA approval before proceeding.

4.10 For course or provision closures the TDAneeds to be given written notice by theDecember before the start of theacademic year in which the course wasplanned to begin. This will allow time forcontingency planning for assisting traineesand give reasonably sufficient notice ofclosure for potential trainees to consideralternatives, and for the TDA to reassignplaces if required.

New subject provision4.11 Providers wishing to offer ITT programmes

in subjects that they have not previouslyrun, including the different primaryspecialisms, should contact the Qualityand Inspection Team to ensure that theymeet the criteria for new subject provision.Once permission has been granted, theQuality and Inspection Team will work withITT providers to agree a point from whenthey can start advertising and recruiting tothe programme.

Section 4 cont

Mainstream funding andallocations

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Changes to science specialisms4.12 The TDA have now split science

allocations out into the separatespecialisms: physics, chemistry, and otherscience (which includes general science,combined science and biology). Providerswill be expected to recruit to the individualsciences and advertise their courseaccordingly. Providers wishing to changetheir general/combined science course tophysics and/or chemistry must contact theQuality and Inspection Team well inadvance of the start of the academic yearto discuss as this will be treated as newsubject provision. Further guidance will beoutlined in this funding manual.

Additional places 4.13 Flexibility around requests for increasing

places is limited, but the TDA will makeevery effort to ensure that requests foradditional places in mathematics, physicsand chemistry and, where possible,modern languages, will be met. Howeverthis cannot be guaranteed and ITTproviders must have interviewed suitable,high quality candidates who are willing totake up a place, before they can approachthe TDA requesting an extra place.Requests for places in other subjects willbe reviewed in line with the nationaltargets, but it is unlikely that requests willbe met unless more places becomeavailable due to relinquishment.

Agreeing changes to allocated places4.14 For the purposes of minimising holdback

and to help redistribute places, providersshould request all changes by 31 July2011. The TDA may consider requestsafter this date in exceptionalcircumstances (for example ITTprogrammes that start after the censusdate). The 2011 census, held on thesecond Wednesday of every October, willprovide a snapshot of ITT recruitment dataagainst agreed allocated places.

Relinquishing unused places4.15 Providers are encouraged to relinquish

places that they are not expecting to fill, sothat they can be redistributed. The TDAwill allow providers to relinquish places upto 31 July 2011, after which no furtherallocation changes can be made unless inexceptional circumstances.

4.16 If places are not relinquished and remainunfilled at the census date, then holdbackadjustments will be applied to providers’unused mainstream funding based onrecruitment against the original number ofagreed allocated places. Providers shouldbe aware that retaining allocated placeswhich remain unfilled may affect futureallocation decisions.

Section 4 cont


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Virements 4.17 Providers may make small virements to

offset under- and over-recruitmentbetween subjects in the same subjectgroup, if deemed appropriate and in linewith national ITT targets. If possible,virements may also be made betweenproviders so long as they are in line withthe national ITT targets. However, TDAwritten permission must be obtained inadvance in order to do this, and providersmay not offset between different subjectpriority groups. Providers are asked towrite to the TDA at [email protected] their intentions well in advance of 31July 2011, and the TDA will review theirproposals in line with the national targets.The TDA cannot guarantee that theirrequests will be met.

Over-recruitment 4.18 The TDA will not fund providers for over-

recruitment in any subject, and will recoverin full any unused funding as a result ofunder-recruitment. Where providerssuspect that they will over-recruit, they areadvised to contact the TDA at their earliestconvenience to discuss, [email protected]. Failure to do sowill mean that allocations penalties maybe imposed. Providers are also expectedto contact the TDA if they foresee under-recruitment in order to minimise anynegative financial impact by using one of the methods described in this chapter.

Over-recruitment penalties4.19 As part of our commitment to student

support, the TDA will ensure that thetraining bursary allocation covers eligiblepostgraduate trainees recruited, even ifthis exceeds allocations. However, theTDA reserves the right to apply over-recruitment penalties to providers whoexceed the agreed limit of places.

4.20 As such, for every two places recruitedover the agreed limit, providers will forfeitone place from their AY2012/13allocations. This will be done as a one-year reduction.

Allocated places for continuingtrainees4.21 Providers are allocated funding for their

continuing trainees. These are trainees on existing courses who willcontinue on to a further year of theirprogramme. The TDA allocates continuerfunding based on a forecast using aprovider’s historical registration data,measured against the number of traineesexpected on a course.

4.22 The TDA will adjust continuer allocationsand funding immediately after the censusto align with the number of registrationsthat have been reported. This is to ensurethat providers have enough funding tocover continuing trainees on a course andto minimise the impact of holdback. TheTDA will write to providers with the newlyadjusted figure after the census.

Section 4 cont


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Section 5

Overview5.1 The TDA collects data from providers on

their recruitment to TDA-funded allocatedplaces through the ITT trainee numberscensus in October each academic year.Providers report both actual and forecastregistrations. Forecast registrations arethose who are not on course at censusdate but are expected to register later inthe same academic year. The sum of bothactual and forecast registrations gives thenew entrant total. Only trainees eligible forTDA funding can be included. The TDA willwrite to providers shortly after the censusto inform them of their provisionalholdback calculations.

5.2 The TDA will collect information onrecruitment against providers’ forecasts bythe end of the academic year. It willreplace forecast registrations with theactual number of post-census registrationsin its holdback calculations. The TDA willwrite to providers with the final holdbackcalculations after the end of the academicyear.

Calculation of holdback – newentrants

5.3 The TDA calculates the number ofallocated places in each subject thatremain unfilled, based on the datasupplied and verified by providers in the

trainee numbers census. The calculationswill take account of all modes of study andlevels against each subject total. Theamount of funding associated with theunfilled places is then calculated bymultiplying these registrations by theappropriate unit of funding. The TDA willrecover in full any unused funding thatresults from unfilled allocated places fornew entrants.

5.4 Providers may not offset under-recruitmentin one subject with over-recruitment inanother subject, and will still be subject toholdback calculations if there is under-recruitment in any subject. Whereproviders foresee that their recruitment willdiffer from their target, they areencouraged to contact the TDA at theearliest opportunity (see section onallocations).

5.5 The in-year adjustment of continuerallocations will minimise any possibility ofholdback. However, in the event of underor over-recruitment the TDA will recover allunused funding associated with unfilledplaces, and fund any continuer traineesrecruited over their allocation (subject tofull time equivalence).

This section provides detail on the process of calculatingunused funding relating to unfilled places.

Mainstream fundingrecovery

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Repeating trainees 5.6 As part of the census, providers enter

trainees who are repeating all or part of ayear of their ITT programme as ‘other’registrations. These are split betweentrainees repeating 50 per cent or moreand those repeating 50 per cent or less.The TDA will pay providers the maximumtuition fee chargeable as agreed by theOffice for Fair Access (OFFA) in thisacademic year for each trainee that isrecorded in the census as repeating morethan 50 per cent of their year ofprogramme. These will be set outseparately in the holdback calculations asrepeating trainees and will be paid inJanuary of the same academic year.Tuition fee rates for this academic yearcan be found at the end of this fundingmanual.

Recovery of holdback5.7 The recovery of holdback takes place in

the same academic year in whichproviders receive mainstream funding.This means that holdback will berecovered in the same academic year asthe census by offsetting the recoveryagainst other payments from the TDA.Providers are advised to contact the ITTFunding Team if they wish to vary thetimings and instalments of funding to berecovered.

5.8 An Excel-based holdback calculator ismade available to providers through theTDA website This calculates a provider’santicipated holdback in advance and canalso be used to predict holdback based ona provider’s expected registrations.

Section 5 cont

Mainstream fundingrecovery

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Section 6

Overview6.1 The TDA pays some additional

mainstream funding premiums to rewardproviders for recruiting in subjects that arekey government priorities.

6.2 These recruitment premiums are intendedto reward recruitment of specialist traineesin physics.

6.3 Premiums are not part of standardmainstream funding and they change eachyear. The TDA assesses the currentpriority areas and designs premiums tomeet them. This includes a review of theeffectiveness of recruitment premiums inlight of the balance between the supply of,and demand for, newly qualified teachers(NQTs).

6.4 These premiums are designed to rewardimproved performance, help providersfurther improve their recruitment andretention rates in challenging areas, and toencourage the use of TDA-funded SKEcourses. Providers have full flexibility onhow they achieve these aims, though theTDA expects that premiums will be used tohelp develop and aid recruitment andretention measures in these subjects. Thepremium rates can be found at the end ofthis funding manual.

6.5 The TDA will pay providers a recruitmentpremium for all trainees recruited tophysics. To be eligible to receive arecruitment premium, providers must meetthe following three conditions:

• The provider should be running a course in which the title clearly indicates physics as the subject specialism

• The provider should be paying trainees the higher £9,000 training bursary rate that reflects their subject specialism

• The provider should enable their trainees to teach physics post-key stage 3 upon completion of the course

6.6 Providers planning to set up a specialistcourse must contact the Quality andInspection Team at the TDA, to ensurethat quality and inspection issues areconsidered when developing thesecourses. Please contact the Quality andInspection Team at [email protected] more guidance.

6.7 It is not a requirement that an ITT traineetaking a specialist course has a degree orequivalent qualification in their specialism.However, providers are expected toensure that trainees have enough subjectknowledge to teach the nationalcurriculum of their specialism post-keystage 3. Suitable trainees may havealready taken a SKE course funded by theTDA to boost their specialist subjectknowledge before starting their ITTcourse. More detail on how to clearlyidentify the science specialisms is outlinedin this funding manual.

This section gives an overview of recruitment premiumsand who they are for.

Recruitment premiums

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Section 6 cont

Recruitment premiumsPayment of premiums6.8 Premiums will be paid to providers at

either the beginning of March or Aprilfor the academic year in which theyapply. Details of the amounts paid forspecialism recruitment premiums canbe found at the end of this fundingmanual.

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Section 7

This section gives detail on the individual sciencespecialisms and how to classify them.

7.1 The TDA has now allocated individualallocations for each of the sciences andcombined/general science. Providers needto be clear on the requirements of theseallocations.

7.2 Where providers hold physics, chemistryand biology (other science) allocatedplaces they must deliver courses whichhave these specialisms clearly defined inthe course title. They must also use thecorrect code on the Graduate TeacherTraining Registry (GTTR) websitewww.gttr.ac.uk. These courses should bealso recorded as the separate sciences inthe census return.

7.3 The TDA does not specify the content ofthe course, only that it explicitly includesthe science that has been allocated. Forexample, physics allocations may beassociated with courses titled ‘sciencewith physics’ and ‘science: physics’.

7.4 Where providers hold combined/generalscience allocated places they should codethem with the relevant subject code on theGTTR website. These courses should berecorded as general/combined sciencecourses on the census return.

Providers of separated science:structure and content 7.5 ITT providers who have traditionally

offered separated science courses willneed to demonstrate that their separatedscience provision is structured to ensure

that the science specialism is addressedin recruitment, training and assessment.Such courses would traditionally beentitled ‘science: physics’ or ‘science withphysics’. ITT providers should ensure thatthey are able to provide evidence, ifrequired, under the following structure.The TDA QTS standards guidance,section Q14 provides an outline of how theterm ‘enhancement’ is referenced. Todemonstrate that trainees have thisspecialism at the end of the course, clearevidence should demonstrate:

1. the ways that school placements are structured to ensure that the science specialism is taught across key stage 4 (11-16), key stage 4/post-16 (11-18) and how trainees have access to specific strand support, particularly from school-based mentors

2. where possible, how course assignments have been organised to reflect the enhancement

3. how central training caters for the science specialism as well as general science at key stage 3

Science specialisms

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Section 7

Science specialisms4. the way that recruitment and

selection procedures show how trainees are aware of the strand they are following from the start of the programme and how their selection has been differentiated

5. how subject handbook(s)/material enables trainees to understand the pathway they are following, and

6. where appropriate, how the subject knowledge auditing process is organised and where elements of auditing are differentiated within the three strands.

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Section 8

This section sets out the conditions that all ITTproviders receiving TDA funding for ITT provision mustfollow with regard to charging tuition fees to trainees.

New entrant trainees8.1 As a condition of receiving a TDA grant for

all mainstream ITT courses(undergraduate and postgraduate),providers must comply with the provisionsof any access agreements in force, asapproved by OFFA. Where there is noaccess agreement in force, the maximumprescribed fees that may be charged peryear to eligible students (‘the basicamount’, as defined in the HigherEducation Act 2004) are set by theDepartment for Business, Innovation andSkills (BIS). For courses which fall outsidethe scope of any access agreement,providers may only charge a fee which, ona full-time equivalence basis, does notexceed the maximum chargeable fee asagreed with OFFA.

Flexible postgraduate assessment-based options 8.2 Trainees on postgraduate assessment-

based options cannot access the standardpackage of student support (includingtuition fee loans) as set out in the currentEducation (Student Support) Regulations2008 (no. 529), found atwww.legislation.gov.uk. Therefore, theTDA imposes a restriction that providersmay not charge trainees any tuition feesfor these courses.

8.3 In recognition of the fee income that aprovider would otherwise have received,

the TDA will supplement the grants it paystowards flexible assessment-basedoptions. The TDA will pay an increasedunit of funding for these courses, whichwill include the tuition fee contribution.

Continuing flexible trainees8.4 Trainees who started a flexible ITT course

in either AY2006/07 or AY2007/08 and arecontinuing their studies must not becharged a tuition fee and will continueunder the previous arrangements. Thismeans that providers with continuingtrainees on flexible courses that startedprior to AY2008/09 may not charge atuition fee.

8.5 In recognition of the fee income that theprovider would otherwise have received,the TDA will supplement the grants it paysfor flexible continuing trainees. The ratepaid by the TDA will be based on themaximum permitted chargeable fee, asapproved by OFFA. The maximum tuitionfee rate can be found at the end of thisfunding manual.

‘Old system’ trainees8.6 ‘Old system’ tuition fee arrangements will

continue to apply for trainees who startedtheir ITT course before 1 August 2006.These trainees are not covered by themain fee arrangements set out above, andproviders must not charge more than thebasic tuition fee amount.

Tuition fees

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Section 9

This section sets out how capital funding is allocatedto providers which are neither HEIs (non-HEI) nor FECs(non-FEC) and the associated arrangements.

Capital funding9.1 Every non-HEI/FEC ITT provider will

receive a capital funding allocationbased on the total number of newentrant places they have been allocated.

9.2 Capital funding rates for non-HEI/FECproviders have been revised toalign with changes to funding availablefrom HEFCE. The current rates used tocalculate non-HEI/FEC capital fundingcan be found at the end of this fundingmanual.

9.3 Non-HEI/FEC ITT providers may onlyuse their capital funding allocation tosupport expenditure on minor alterationsto existing buildings or to buy fixedassets, equipment or vehicles with anexpected life of more than one year.Examples include redeveloping trainingrooms or offices used for providing ITT,or buying computers, photocopiers, etc,which will last more than one year andbe used for ITT.

Payment and audit of capitalfunding9.4 The TDA will pay capital funding to

providers in instalments at the start ofthe academic year. Payments are madeelectronically by BACS at the start ofeach month, and should reach

providers’ accounts on the third workingday of each month.

9.5 As part of the annual audit returns at theend of each academic year, non-HEI/FEC providers will be asked tosubmit a return to the TDA showing howmuch of their capital funding allocationthey have used. Any unspent amountswill be fully recovered, including any thatrelates to carried forward funding.Providers are not permitted to carryforward unused funding into the next academic year, or bring forward theirallocation. For specifically agreedprojects, or where contractualconstraints apply, the provider may put arequest to the TDA in writing to carryforward unused funds, but the TDAcannot guarantee that their request willbe met.

Non-HEI capital funding

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Section 10

This section provides detail on the financial and dataobligations that are required of mainstream ITTproviders.

Financial management10.1 The TDA is currently reviewing the way it

collects financial information, and willissue further guidance in due course.The TDA is looking to strengthengovernance processes in addition toreviewing provider compliance with thefinancial memorandum.

Auditing10.2 Providers will be required to satisfy the

TDA that they are managing all ring-fenced funding systems in accordancewith the terms and conditions of funding,the financial memorandum, thearrangements in this guidance, and anyother instructions provided by the TDAthrough an externally verified audit grantreport and, in the case of non-HEIs,externally verified annual accounts.

10.3 It is important that the required datasubmissions to the TDA are timely andaccurate. The TDA places reliance onthe data in order to quantify activity andoptimise management of provisionwithin budgetary constraints. Therefore,the TDA will reserve the right to imposepenalties in the case of incomplete orlate returns of audit grant reports.

Data collection10.4 Providers are asked to ensure that they

complete all TDA-based data collectionsin a timely and accurate manner, and tothe best of their knowledge as acondition of receiving TDA grant funding.Data returned in the ITT traineenumbers census will inform the TDA ofunfilled places and unused mainstreamfunding to be recovered. Updates todata submissions cannot be made oncethe collection is closed. In addition tothis, ITT providers must inform the TDAof their applicants, offer and acceptancedata against allocated ITT places, viathe Allocations and Recruitment Portal(ARP). Based on the data returned, theTDA reserve the right to approachproviders to request relinquishment ofplaces and where necessary, adjustallocated places.

Financial data andmanagement

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Section 11

This section provides key data to help providersmanage their ITT mainstream funding.

Units of funding11.1 This table contains the units of funding for ITT providers outside London.

Subject group Level Unit of funding (£)

Secondary priority high cost PG/UG - standard 5,830PG - part time 6,430

Secondary - other PG/UG - standard 5,220PG - part time 5,750

Primary - HEIUG - standard 4,590PG - standard 6,010PG - part time 6,610

Primary - non-HEI PG - standard 6,220PG - part time 6,850

Assessment-based options 3,720

11.2 This table contains the units of funding for ITT providers in Outer London.







Data tables

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11.3 This table contains the units of funding for ITT providers in Inner London.







Section 11cont

Tuition fees11.4 Tuition fees for trainees starting in AY2005/06 and before are capped at £1,225 for

the purpose of paying flexible tuition fee contributions.

Fee category Fee rate

Maximum chargeable tuition fee (withaccess agreement with OFFA) £3,375

Basic tuition fee (without access agreementwith OFFA) £1,345

11.5 Assessment-based courses are treated differently to all other ITT mainstream routesand are paid a flat rate for all subjects, which includes a contribution to cover the costof tuition fees.

Data tables

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Section 11cont

Priority and non-priority subject groups 11.6 This table shows which subjects fall into the different subject categories.

ITT subject specialism

Priority high cost Priority Non-priorityApplied ICT Mathematics Applied art and designApplied science Modern languages Applied businessChemistry Art and designDesign and technology Business studiesEngineering CitizenshipICT ClassicsManufacturing DanceOther science DramaPhysics English

GeographyHealth and Social CareHistoryLeisure and tourismMusicPhysical educationPrimaryPsychologyReligious educationSocial sciences

Data tables

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Section 11cont

11.7Non-HEI capital funding rates

Non-HEI capital funding rate perallocated place Protection level

£300 £6,500

Data tables

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Section 12

GlossaryB.EdBachelor of EducationBScBachelor of ScienceBISDepartment for Business, Innovation and SkillsDfEDepartment for EducationEBITTEmployment-based initial teacher trainingFECFurther education collegeGTCGeneral Teaching Council for EnglandGTTRGraduate Teacher Training RegistryHEFCEHigher Education Funding Council for EnglandHEIHigher education institution

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Section 12cont

GlossaryHESAHigher Education Statistics Agency ITTInitial teacher trainingThe National College (formerly NCSL)The National College for Leadership of Schools and Children’s ServicesNon-HESA HEIHEI which does not submit data via HESAOFFAThe Office for Fair AccessPGPostgraduatePGCEPostgraduate Certificate of Education/Professional Certificate of EducationQTSQualified teacher statusRLRegional LeadSCITTSchool-centred initial teacher training

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Section 12cont

Glossary

SKESubject knowledge enhancementUCASUniversities and Colleges Admissions ServicesUGUndergraduate

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Section 13

Useful links and contactsContactsProviders are asked to cite their name, relevant funding route and, if known, their four-digitID number in correspondence addressed to the TDA.For allocations queries: [email protected] funding queries: [email protected]

LinksITT provider extranet: http://ittprovider.tda.gov.ukDepartment for Education: www.dfe.gov.ukNational College for Leadership of Schools and Children’s Serviceswww.nationalcollege.org.ukRequirements and guidance for ITThttp://www.tda.gov.uk/trainee-teacher/qts-standards.aspxFinancial requirements for ITT – guidance and documentationhttp://www.tda.gov.uk/training-provider/itt/funding-allocations/financial-requirements.aspxHigher Education Funding Council for England: www.hefce.ac.ukHigher Education Statistics Agency: www.hesa.ac.uk

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