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Education Funding Agency Documents

16 to 19 Funding Guidance

All funding guidance related to Education Funding Agency funded programmes can be found here:

Funding Allocations

Information about the procedures involved in allocating funding can be found on the GOV.UK 16 to 19 funding allocations funding page.

16-19 Funding

An overview of 16 to 19 funding is available on GOV.UK. This includes how funding is calculated using the EFA funding formula that incorporates factors including student numbers, student retention, higher cost subjects, disadvantaged students and area costs.

This is supplemented by additional funding for high needs students, bursaries and other financial support awarded to individual students and, currently, transitional protection and formula protection funding (FPF) to take into account changes from previous funding arrangements.

Maths and English Conditions of Funding Post 16

Information on the condition of funding for post-16 students without GCSE grade C in maths and/or English is available on GOV.UK.

Funding Regulations 2016 2017

The funding regulations guide for 2016 to 2017 provides the funding principles, rules on eligibility, and other regulations used in the 16 to 19 funding model.

Individualized Learner record (ILR) returns

The ILR funding returns guide for 2016 to 2017 gives technical advice on making final funding claims. It also sets out the reconciliation process for contract institutions.

This document does not apply to schools and academies returning data through the school census.

Subcontracting Controls 2016 2017

The sub-contracting controls guide for 2016 to 2017 sets out EFA compliance and control requirements and advice for all directly funded institutions that use third parties to deliver provision and includes notice of 2 significant new restrictions.

16-19 Accountability Headline Measures: Technical Guide

EFA has published a technical guide explaining how the 5 new 16-19 headline measures (progress, attainment, progress in English and Maths, retention and destination) will be calculated.

The new 16-19 accountability system begins in 2016. For students starting two year 16-18 courses this means the new accountability system will apply to outcomes for students starting courses in September 2014. The outcomes will be reported in 16-18 performance tables in January 2017.

Further information can be found on the GOV.UK website:

Full-time Enrolment of 14 to 16 year olds in FE and Sixth Form Colleges - Guidance

Since September 2013, general further education colleges and sixth-form colleges have been able to enrol, and be directly funded by the Education Funding Agency for 14-16 year olds who wish to study high quality vocational qualifications. The link below takes you to a document that explains the funding and eligibility criteria and requirements colleges must follow. It also explains guidance Ofsted has produced on the inspection of EFA directly funded 14 to 16 provision.


EFA Information Exchange

The EFA Information Exchange is a secure, online system which provides a single place for schools, academies, 16 to 19 providers, high needs providers and local authorities to do business with the EFA in a more effective and efficient way.

Further information is available here:


To access the Information Exchange you must first have access rights to the DFE Secure Access Portal.

The Portal can be found here:



16-19 Bursary Fund

A key priority for the Government is to close the gap in attainment between those from poorer and more affluent backgrounds, and to ensure every young person participates in and benefits from a place in 16 to 19 education or training.

The 16 to 19 Bursary Fund targets support towards the most financially disadvantaged 16 to 19 year olds- those who most need help with the costs of staying on.

There are two types of 16-19 bursaries:

1. A vulnerable bursary of up to £1,200 a year for young people in one of the defined vulnerable groups. The defined vulnerable groups are usually living apart from their parents/carers, so they can get social security benefits in their own right. The groups are:

  • young people in care, including unaccompanied asylum-seeking children
  • young care leavers
  • young people getting Income Support or the equivalent Universal Credit (UC) in their own right
  • young people getting both Disability Living Allowance (or the new Personal Independence Payments) and Employment Support Allowance (ESA) (or Universal Credit as a replacement) in their own right.

The young person does not have to live independently of their parents; they can claim ESA or UC in their own right, although their parents will not be able to claim Child Benefit for them if the young person's claim succeeds.
2. Discretionary bursaries that institutions award to meet individual needs (targeted at students who cannot say in education without financial help for things like transport, meals, books and equipment).

Institutions are free to determine the eligibility criteria for discretionary bursaries, and the frequency of and conditions for payments for all awards; subject to the requirements of the Equality Act 2010 and the information published on the DFE website.

Bursary Fund Guide for 2016/17

This guide provides information to schools, colleges, Academies, training providers and local authorities (institutions) on the operation of the 16-19 Bursary Fund. The guidance can be found here:

The 16-19 Bursary Fund: Guidance for young people 2016/17

This document provides answers for young people about the Bursary Fund.


The 14-19 Education and Skills Strategy Team may be able to answer any questions you have.

Their contact details are:

Juliet Whitehead


Other Bursary Funds & Support Available May 2014

Free meals in further education: Available to disadvantaged 16-18 year olds who are enrolled in further education provision funded by the EFA.

Care to Learn: support with the costs of childcare to ensure that young people who are parents are not prevented from participating in education because of these costs.

Residential Bursary Fund: allocations to specialist institutions to help them contribute to the costs of accommodation for students they assess as facing financial barriers to accessing their specialist provision.
Residential Support Scheme: income-assessed support with the costs of accommodation for students who need to move away from home to participate because their study programme is not available locally to their home address.

Dance and Drama Awards: scholarships offering income-assessed support for tuition fees and living costs at a small number of private dance and drama colleges in England. This award ensures that income is not a barrier to the most talented young people accessing this specialist provision.
Information on these Funds can be found here:


Useful 16-19 websites

The following websites may be of interest: