STUDENT FINANCE
COLLEGE SEMINAR PROGRAMME (HE)
S OSeminar Objectives
• Common understanding of the main HEI/SLC interactions and requirements
• Clarifications for 13/14 attendance checks and 14/15 course submissions
• Bursaries & Fee Waivers overview and best practice
• Planning information for AY14/15.
Agenda
10:00 Introductions and welcome13/14 Review & 14/15 Look Forward
10:30 Workshop Session 1
11:30 Coffee Break – HEI Services Information Desk
12:00 Workshop Session 2
13:00 Lunch
14:00 Workshop Session 3
15:00 Final questions & wrap up
15:30 Coffee Break – HEI Services Information Desk
16:00 Seminar closes
HEI Services TeamHEI Services Team
• Who we are and what we do
• Our initial remit
• Ever increasing and diversifying sector
• Plans for now and the future…
AY13/14 Review & 14/15 Look Forward
f / SReview of AY 2013/14 Student Finance
• 1.2M full time applications received and approved at a national level1.2M full time applications received and approved at a national level
• 93% online, 55% via UCAS data share
• 985K student payments totalling £1.7B
• 1 4M attendance confirmations received by deadline - £1 2B fees paid to HEIs1.4M attendance confirmations received by deadline £1.2B fees paid to HEIs in first instalment
• 72K part time applications received, 88% onlinep pp ,
• 115K CoC’s raised by HEI’s
/What else happened in 13/14….
St bili ti f HEI t• Stabilisation of our HEI systems
• Enhanced reporting in SIS
• Automation of reassessments of CoC’s
• Launch of improved online application system for SFE Part Time
• ‘My Account’ changes
• Launch of 24+ Advanced Learning Loans
/AY 2014/15 Look Forward…..
• FT Courses from October 2013, PT from February 2014
• Launch of an improved online application portal for Full Time Students
• SIS Early Data Share
• Part Time Loans – Wales (2014/15) & Welsh Modernisation
• 24+ Advanced Learning Loans – Year 2
S C fSLC Transformation Programme
• Our Mission & Vision
• What is Transformation and what does it aim to achieve?
• The key priorities
• What happens next?
Who to contact……
• Escalation, General Advice / Best Practice via HEI Services Team:
Email - [email protected]
HEI Services Website - www.heiinfo.slc.co.uk
• Operational Queries via Operations Services Team:
HEI Helpline - 0845 702 3316
Opening hours 9:00 to 17:30 Mon Fri (Limited availability 8:00 to 9:00)Opening hours - 9:00 to 17:30, Mon-Fri (Limited availability 8:00 to 9:00)
• Policy and Guidance Queries via Practitioners Team:
Email - [email protected]
Helpline - 0845 602 0583 via option 2
Opening hours - 10:00 to 16:00, Mon-Fri
Website - www.practitioners.slc.co.uk
COURSES SERVICE
HEI Services Team
Agenda
Courses Service Drivers
COURSESAY 14/15 Course Submissions
Designation Changes
Further Information
Courses Service Drivers
• Mandatory function to be complete in advance of Service Launch
• Course information feeds into Student Finance Assessment systems
• Delays in submission of course information impacts student financial assessments
• Accuracy of data assists student & assessor
• Course data used in other portal services
AY 14/15 SUBMISSIONS
AY 14/15 Full Time Course Collection
HEIs directly funded by HEFCE
Public & Private non HEI ITT providersHEFCE providers
14th October14 October 2013
Welsh HEIsPrivate Providers
(HEFCE designated)
AY 14/15 Course Collection
Full Time Service Launch – Mid December 2013
Part Time Course Collection – End of February 2014
Part Time Service Launch – May 2014Part Time Service Launch May 2014
Course Submissions – AY Comparison
ITT Providers
Growing number of new ITT Providers in the sector
Designated via NCTL & BIS
Must provide Course details in line with all other HEIS
S h l Di t t b dd d t t lSchools Direct courses to be added to portal
Courses Service ‘Quick Guide’ availableCourses Service Quick Guide available
Entering Course Term Dates….
• 3 sets of start & end term dates required for each year of all course entered on to the portal
• Term dates entered must be an accurate reflection of the teaching for that course and should not include holiday periods
• Institutions that run on ‘semesters’ should create nominal term dates in line with guidance that reflect the study pattern of the students as accurately as possibley p
• Total number of study weeks for all three terms should not normally exceed 31 weeksexceed 31 weeks
Commencing AY 14/15 Submission…
• Ensure the Maintain Institution page is completed first…
Maintain Institution & Institution Years…
View and Update Course
View & Update Courses
COURSE DESIGNATION
Course Designation• All courses appearing on the Courses Service must be ‘Designated’
as these are the only courses that can attract public fundingas these are the only courses that can attract public funding
• A ‘Designated’ course is:– A Full-Time courseA Full Time course– A Sandwich course– A Part-time course for initial teacher training
• And of at least:– One academic years duration, or– Six weeks duration in case of Post Grad ITT courses
• And is wholly provided by a publicly funded institution(s) in the United Kingdom
Course Designation – AY 14/15
– Changes to designation procedures for AY 14/15 onwards forChanges to designation procedures for AY 14/15 onwards for courses undertaken by English domiciled students
– From 1st Sep 2014 for courses to be automatically designated they must bethey must be
• wholly provided by an authority funded* educational institution
• provided by a publicly funded institution in UK on behalf of an authority funded educational institution
• Provided by an authority funded educational institution in conjunction with an institution outside the UK
*Authority funded - in relation to educational institutions in England, maintained or assisted by recurrent grants from the Higher Education Funding Council for England (HEFCE)
Course Designation – FEC’s & SCITTs
Summer 2013 HEFCE wrote to 142 English FECsSummer 2013 - HEFCE wrote to 142 English FECs detailing designation changes
FECs could ‘opt in’ to become part of HEFCE fundedFECs could opt in to become part of HEFCE funded sector or ‘opt out’
17 FECs ‘opted in’ and will have courses designated17 FECs opted in and will have courses designated under new procedures for AY 14/15
Designation process for SCITTs (public & private) g p (p p )managed via NCTL & BIS
Once designation confirmed, SCITT is added to HE P t lPortal
Course Designation – Private HEIs
New process for designation of private providers &New process for designation of private providers & their courses
Applications made via HEFCE (Two windows perApplications made via HEFCE. (Two windows per year -next window for AY 14/15 open in Feb 2014)
Private providers must have been reviewed by QAAPrivate providers must have been reviewed by QAA before applying to HEFCE
HEFCE then make recommendation to BIS who in turn notify any successful applications forturn notify any successful applications for designation to Student Loans Company
Access given for HEI to submit courses to HE portalAccess given for HEI to submit courses to HE portal
Course Designation
• Designation validation triggered at the point of ‘Promotion’
Post Promotion Changes
• HEI users can change certain fields after a course has been promoted to the live environment
• Post promotion changes can be applied to…– Institution details– Course names– Course names– Locations– Term dates
F R– Fee Rates
• Operations Services to be notified prior to post promotion changes
AY 14/15 Actions
• AY 14/15 FT Course Collection– Ensure relevant numbers of portal users in place– Ensure submission is complete in line with timescales for launchEnsure submission is complete in line with timescales for launch– Amend predicted number of courses once complete– Courses Service Quick Guide
Part Time course collection from end Feb– Part Time course collection from end Feb
• Ensure FT / PT Course contacts updated
TYPE OF ENQUIRY CONTACT DETAILS
Access Issues [email protected]
Day to day enquiries
Operational [email protected]
Or Reporting defects
Designation Issues
HEI Helpline 0845 702 3316
Further Information… www.heiinfo.slc.co.uk
STUDENT INFORMATION SERVICE
ATTENDANCE, FEES AND THE CHANGE OF CIRCUMSTANCE
HEI Services Team
Student Information Service enables HEIs to:Student Information Service enables HEIs to:
View Student Information once application fully approved
Confirm Attendance to release tuition fee payments
View Student Information once application fully approved
Confirm Registration to release maintenance support to students
Use a Combined Worklist to confirm both Registration AND first
Attendance Confirmation together
Submit Change of Circumstances to update information
View Financial Reports to obtain fee forecast and balance reports
Agenda
How to view your students
SISThe Registration process
The Attendance process
Reporting a change to student details
Financial ReportingFinancial Reporting
View Student InformationView Student Information
• View of all fully Approved student data
– Remember students who have not returned their declaration form won’t appear so check Outstanding Online Declaration Report.
– Forthcoming enhancement to populate students into SIS beforeForthcoming enhancement to populate students into SIS before they return the declaration (Jan 2014)
• Filters available to search by Student Course or General filters• Filters available to search by Student, Course or General filters
– Identify students with incorrect fees and course details, missing NINOs, bank details,
– Ability to create worklists on date range to avoid duplicate imports into internal HEI systems.
– Export facility to allow early import of files into HEI systems
www.heiinfo.slc.co.uk
View Student Information FiltersView Student Information Filters
www.heiinfo.slc.co.uk
REGISTRATION
Registration WorklistYour Registration worklist will populate 30 days before the course start date and release students payments in 3 to 5 working days from the start of the first term.
Who will you see?
Who will you not
Students entitled to:
ysee?
• European domicile students• Maintenance grant
• Special support grant
M i t l
p
• Study abroad students
• Placement students• Maintenance loan
• Bursary or scholarship• Students who have requestedno Maintenance support
www.heiinfo.slc.co.uk
Confirming Registration
www.heiinfo.slc.co.uk
Confirming Registration
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Confirming Registration
www.heiinfo.slc.co.uk
Not RegisteredNot Registered
• The ‘Not Registered’ return is for those students who were rejected t d i i i d th t till h ti li ti fat admissions or never arrived that still have an active application for
your institution.
• Not Registered needs to be received prior to :• Not Registered needs to be received prior to :
– any Attendance Confirmation to successfully remove it from any future Attendance worklists.future Attendance worklists.
– any Bursary Approval in HEBSS to successfully remove it from any future Attendance worklists.
• You can change a student returned as Not Registered to Registered if required at a future date not vice versa.
www.heiinfo.slc.co.uk
Manual Registration
HEIs can still add students who are not yet showing on their systems provided they have the Student Support Numberthey have the Student Support Number.
www.heiinfo.slc.co.uk
View Manual Registrationg
Remember once you have Manually Registered a student you must submit a Transfer In CoC to allow the record to be fully transferred to your institution.y y
www.heiinfo.slc.co.uk
ATTENDANCE
Attendance WorklistYour Attendance worklist will populate on the first day of each of their 3 terms.
Who will you see?
Who will you not
Students entitled to:
ysee?
• Medical/NHS students• Tuition fee loan• Tuition fee grant (forWelsh students)
• Medical/NHS students
• Students who have not request/not eligible for Tuition Fee loan/grantFee loan/grant
• Scottish domicile students
www.heiinfo.slc.co.uk
Attendance Confirmation
• HEIs will be paid Tuition Fees in 3 instalments – 25% ,25%, 50%
Season(Academic Year
Start)Payment 1 % Payment 2 % Payment 3 %
AUT (Sep - Dec) 3rd Wed Oct 25% 1st Wed Feb 25% 1st Wed May 50%
WIN (Jan - Mar) 1st Wed Feb 25% 1st Wed May 25% 3rd Wed Oct 50%
SPR (Apr - Jun) 1st Wed May 25% 3rd Wed Oct 25% 1st Wed Feb 50%
SUM (Jul - Aug) 3rd Wed July 25% 1st Wed Feb 25% 1st Wed May 50%SUM (Jul Aug) 3rd Wed July 25% 1 Wed Feb 25% 1 Wed May 50%
• Confirmations must be received by the Wednesday before the 1st payment dates and the Friday before thereafter.
• HEIs only entitled to receive the full Fee Loan / Fee Grant (Welsh) if the student is in attendance in each of their three terms/liability points
www.heiinfo.slc.co.uk
• Interest starts to accrue when payment of the loan is made to the HEI
Confirming Attendanceg
• If you have not used the Not Registered function, institutions would return an X code for those students who were rejected at admissions or never arrived that still have an active application for your institution.
• This will automatically place the student on the CoC worklist:
– Delete CoC task and return an X code in all future liability periods and confirm via workscreens.
oror– Create and submit a Withdrawal CoC to remove any subsequent
request for Attendance in liability 2 and 3.
www.heiinfo.slc.co.uk
Confirming Attendanceg
www.heiinfo.slc.co.uk
Confirming Attendanceg
www.heiinfo.slc.co.uk
Confirming Attendanceg
www.heiinfo.slc.co.uk
Attendance Confirmation Codes
HEIs can select the relevant attendance code :
Payment Code Next Stepcode A Payment will be releasedy
code C HEI is expected to raise a CoC
code F HEI is expected to raise a CoC
code L Payment will be released
code N HEI is expected to raise a CoC
code X HEI is expected to raise a CoCcode X HEI is expected to raise a CoC
Code S Payment will now be blocked & HEI to raise a CoC
www.heiinfo.slc.co.uk
COMBINED
Combining Registration and 1st AttendanceYour Combined worklist will populate 30 days before the course start date
Who will you see?
Who will you not
see?
Students entitled to BOTH:•Maintenance grant
S i l t t
• European domicile students
• Study abroad students• Placement students
• Special support grant• Maintenance loan• Bursary or scholarship
• Students who have requestedno Maintenance support
• Students who have requestedT iti tAND
• Tuition fee loan• Tuition fee grant (for
Welsh students)
no Tuition support•Medical/NHS students•Scottish domicile students
www.heiinfo.slc.co.uk
Welsh students)
Is the Combined return for our Institution?Is the Combined return for our Institution?
YES…
If you have fully reviewed your students information in View Student Information and all the Course information is correctInformation and all the Course information is correct
If you do not have a significant number of exception students who would not require maintenance grant or loan bursaries orwould not require maintenance grant or loan, bursaries or scholarships and the tuition fee loan/fee grant.
www.heiinfo.slc.co.uk
Confirming Registration and 1st Attendance
www.heiinfo.slc.co.uk
Confirming Registration and 1st Attendance
www.heiinfo.slc.co.uk
CHANGE OF CIRCUMSTANCES
Change of Circumstances (CoC)Change of Circumstances (CoC)
Submit notifications when students circumstance change course, fee,
CoC automatically created within worklist if a non fee paying attendance code submitted requiring action
gtransfer, suspension/resumption, repetition and withdrawal
Assessing Authority reassess students application and revised data passed back to SIS
code submitted, requiring action
Automates fee changes, internal pre-liability transfers and withdrawals
Ability to use bulk upload to submit CoCs
CoC’s which affects the previous liability period, require re-confirmation
www.heiinfo.slc.co.uk
Ability to use bulk upload to submit CoCs
Students CoC Restrictions
X Students will be prevented from performing Online CoCs to fees h d f li bili h b i dcharged after liability has been incurred.
They will instead be directed to their HEI to raise changes unless this change is related to their own personal level of borrowing in whichcase they will be instructed to submit a Tuition or Maintenance LoanRequest Form.q
Students will still be able to increase fee loan value and maintenance loan online after the point of liability.maintenance loan online after the point of liability.
X Students will not be able to perform course transfers, withdrawals,suspensions resumptions or any other action which would impact thesuspensions, resumptions or any other action which would impact the ‘fee charged’ amount.
www.heiinfo.slc.co.uk
CoC Processing TimesCoC Processing TimesCoC Type Automated
(48 hours)Peak(30 working days)
Non Peak(20 working days)
Fee (without notes)
Fee (with notes)
T f (i t l li bilit ith tTransfer (internal pre-liability, without notes)Transfer (all post liability)
Withdrawal (without notes)
Withdrawal (with notes)
Suspension
Resumption
Repetition
www.heiinfo.slc.co.uk
FEE CHANGES
Fee Change
Impact on StudentImpact for HEIHow
Only to be used when just the fee amount is incorrect
Sent new Notification of Entitlement Letter
If ticked to receive the
Any change to the fee will have to be reconfirmed on your Attendance worklist
No Effective Date required.Enter 100% of your fee
‘maximum tuition fee loan’ then will automatically adjust the fee loan paid to HEI
Fee Reduction adjusts future payments unless after 3rd term start, where clawback will occur
at any point in the academic year (AY)‘Correct Course Tuition Fee Amo nt’ and the fee loan paid to HEI.
If amount requested is lower than the new fee, the CoC will not change
clawback will occurFee Amount’ and the ‘Correct Course Tuition Fee Liability’ MUSTMATCH if no Student to g
the amount of fee loan paid but place remainder in Student To Pay column
Pay (STP) amountAll other details must be unaltered (Course &
Student must request additional fee loan.
Year)
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SUSPENSIONS CoCs
To be used where a student takes an agreed leave of absence with a view to
Suspension
Impact on StudentHow
To be used where a student takes an agreed leave of absence, with a view to returning in the future.
Impact for HEI Impact on StudentSent Suspension Letter
An ‘S’ Code or CoC will
HowEnter the fee due for relevant terms in the AY student was in
Impact for HEIAny change to the fee charged to the student will have to be reconfirmed An S Code or CoC will
block any scheduled or future payments to student.
student was in attendance (25%/50%/100%) or less‘Date of last attendance’
have to be reconfirmedAn ‘S’ Attendance Code or CoC will block any scheduled or future
Dependent on circumstances student can apply for support to be extended through
and ‘Date student left course’ should be the same date
payments to HEIAny overpayment of Fee will result in a clawback
be extended through suspension.
‘Correct Course Tuition Fee Amount’ and the ‘Correct Course Tuition Fee Liability’ MUSTFee Liability MUSTMATCH
www.heiinfo.slc.co.uk
TRANSFER CoCs
T b d h t d t i h i SIS ith th i t /
Post-Liability Transfer for application correctionsTo be used where a student is showing on SIS with the incorrect course/year and post-liability/after the first day of term, needs correcting and backdated to the beginning of the year.
Impact on StudentSent revised Notification of Entitlement Letter
HowEnter 100% of the fee at any point in the AY
Impact for HEIAny post liability change will have to be reconfirmed on
Effective date should be prior to the first day of term
your Attendance worklist.An ‘A’ Attendance Code should be used to positively confirm the changes‘Correct Course Tuition
Fee Amount’ and the ‘Correct Course Tuition Fee Liability’ MUST
confirm the changes applied against ‘old’ and ‘new’ records.
Fee Liability MUSTMATCH unless STP amountMUST include note advising that all fees should go to the new course.
Internal Transfer
To be used where a student moves between courses during the academic year
HowEnter remaining fee available at relevant
Impact for HEIAny change to the fee will have to be reconfirmed
Impact on StudentSent revised Notification of Entitlement Letter
point in the AY (100%/75%/50%)Effective date should be correct as when
An ‘A’ Attendance Code should be used to positively confirm the changes applied against ‘old’ and
detailing split in fee.
be correct as when student made change‘Correct Course Tuition Fee Amount’ and the
applied against old and ‘new’ records.Fee’s will be split between the courses in accordanceFee Amount and the
‘Correct Course Tuition Fee Liability’ MUSTMATCH unless STP
the courses in accordance with liability periods. (33%/67%)
amount
Transfer In
How
To be used where a student transfers in from another HEI
Impact for HEI Impact on StudentMust check if student has already attended previous HEI
An ‘A’ Attendance Code should be used to positively confirm the students record.
Sent Notification of Entitlement Letter detailing split in fee between HEIsEnter remaining fee
available at relevant point in the AY (100%/75%/50%)
Be aware Fee’s will be split between the HEIs in accordance with liability periods
between HEIs.
(100%/75%/50%)Effective date should be correct as when student commenced
periods.
‘Correct Course Tuition Fee Amount’ and the ‘Correct Course Tuition Fee Liability’ MUSTMATCH unless STP amount
www.heiinfo.slc.co.uk
WITHDRAWAL CoCs
T b d h t d t i ithd i f th HEI ith i t ti f
Withdrawals
How
To be used where a student is withdrawing from the HEI with no intention of returning.
Impact for HEI Impact on StudentHowEnter fee due at relevant point in the AY (25%/50%/100%) or less
Impact for HEIAn ‘A’ Attendance Code should be used to positively confirm the students record
Impact on StudentSent Withdrawal Letter
An ‘X’ Code or CoC will block an sched led or
( )‘Date of last attendance’ and ‘Date student left course’ fields should be
if fee has altered.An ‘X’ Code or CoC will block any scheduled or
block any scheduled or future payments to student.
the same date.‘Correct Course Tuition Fee Amount’ and the ‘Correct Course Tuition
future payments to HEI.
Correct Course Tuition Fee Liability’ MUSTMATCH
FINANCIAL REPORTS
Financial Reportsp
Tuition Fee Balance Report : provides institutions with a snapshot of theirll t iti f itioverall tuition fee position
Remittance Report : provides breakdown of payments at student level
Outstanding Online Declaration Report : provides a list of students whohave applied on-line for student finance but who have yet to return asigned declaration form.signed declaration form.
Maintenance Non Payment Report: provides details where maintenance loan or grant payments are blocked for an Academic Year.
Tuition Fee Forecast Report : provides forecast by Academic Quarter andLiability Period
www.heiinfo.slc.co.uk
FURTHER INFORMATION
TYPE OF ENQUIRY CONTACT DETAILSTYPE OF ENQUIRY CONTACT DETAILS
General advice
Best practice
Access Issues
Access Issues
Day to day enquiries
Operational issues
[email protected]@slc.co.uk
Reporting defects HEI Helpline 0845 702 3316
www.heiinfo.slc.co.uk
www heiinfo slc co ukwww.heiinfo.slc.co.uk
www.heiinfo.slc.co.uk
www heiinfo slc co ukwww.heiinfo.slc.co.uk
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BURSARIES ADMINISTRATION SERVICE
HEI Services Team
Agenda
Rationale & Service Management
BURSARIESHow the service works
Contact Details
Questions?
Rationale
HEBSS (Higher Education Bursary and Scholarship Scheme) and WBS ( g y p )(Welsh National Bursary) set up in 2006/7 to meet legislative & widening participation requirements
Mandatory and discretionary bursaries linked to variable fees
National Scholarship Programme (NSP) – meet obligations for bursaries and fee waiverswaivers
OFFA Access Agreements /HEFCW Fee Plans
National College for Teaching and Leadership (NCTL) bursaries
Is HEBSS right for administration of NCTL Bursaries ?
YES
If all my student body have applied for national support
If I do not want to obtain student bank account details
If I do not want to facilitate payments to students
Service membership AY13/14
170 Full Administration
17 Welsh Bursary Scheme Managed by
HEBSS Ongoing h t
£250 million paid to
students on
49 I f ti O l
STEERING GROUP
enhancements programme
students on behalf of
sector AY12/13
49 Information Only
Bursary administration service to …..
assess student entitlement to HEI bursary
schedule and make payments
HEI bursary, scholarship and fee waiver awards
subject to attendance requirements
notify the student of
raise a Fee Waiver CoC task in
waiver awards
their award/s and payment arrangements
CoC task in Student Information Service
Cost of the service
SLC administration charges are invoiced annually in March
Additional Charge for every “All” Students
g y“Approved” students
UK Students £1 75UK Students£0.50
plus
£1.75
EU Students £12.00 Year 1 (optional service) dand
£1.75 thereafter
subject to VAT
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Student SLC HEIInformation
Full AdministrationSubmit
application
consent to share data
Bursary Database
create ‘Student List’
Export Data
create Student List
Student List filter
Student List results
Student assessment details
national
support
info
Bursary consent indicators in SIS
Student SLC HEISubmit
application
Information
Full Administration
create manual
Bursary Databaseconsent to share data
create ‘Student List’
Export DataBursary database
create manualawards
calculate ‘rules based’ awards
create Student List
Rules criteria
Automatedcriteria
Student A level results
Manual criteria
household income grant indicator
attendance – FT/PTtuition fee
progression -
schools/colleges
distance from Institution
care leaver indicatordomicile, age, postcode
course detailsyear of study
HEI application
requirements
Sporting/ musical year of study
achievements
NCTL bursary
Student SLC HEISubmit
application
Information
Full Administration
consent to share data
Bursary Database
create manualcreate ‘Student List’
IO Export Data
create manualawards
calculate ‘rules based’ awards
create Student List
Approve all awards
Approval List filters
Approval List results
Student SLC HEISubmit
application
Information
Full Administration
consent to share data
Bursary Database
create manualcreate ‘Student List’
Export Data
create manualawards
calculate ‘rules based’ awards
create Student List
Approve all awardsIssue Letter ofEntitlement
(branded HEI logo/signatory)
Letter of Entitlement (bursary and/or fee waiver)
Letters of Entitlement
• Separate letter for bursary/scholarship awards and fee waiver awards
• HEI branded literature (bilingual for Welsh students)– Logo– Authorised signatory
• Details of the award entitlement and payment dates
Authorised signatory– HEI customised text (optional)
Student SLC HEISubmit
application
Information
Full Administration
consent to share data
Bursary Database
create manualcreate ‘Student List’
IO Export Data
create manualawards
calculate ‘rules based’ awards
create Student List
Issue Letter ofEntitlement
(branded HEI logo/signatory)
Letter of Entitlement (bursary and/or fee waiver) Approve all awards
Request Funds from HEI
Trigger paymentStudent receives
Fund Transfer
Trigger paymentby BACS
Student receivesbursary payment
Trigger Fee Waiver CoC task
Trigger Fee Waiver CoC task
Student Fee Loan reassessed
Student Fee Loan reassessed
Bursary & scholarship payments to students
when do you want to pay the student ?when do you want to pay the student ? » HEI cash flow ~v ~ student welfare » no. of instalments: up to maximum of 3 during
academic year
Consider
y
what attendance triggers do you want to use to release payment?p y
» Registration or Attendance Confirmations 1, 2 or 3
the drawdown process:p» funds will be collected from you 10 working days
prior to your selected payment date and SLC will pay this directly into student bank account via BACS
Fee Waiver process
1 S t l t 3 A th d1. Set up rules to determine student eligibility
2. Decide when you want the CoC task to
3. Approve the award
4. Student can receive an HEI branded letter to tell them about the
fee waiver awardwant the CoC task to be actioned
fee waiver award (optional)
6.Reassessment appears on your Attendance Worklist to confirm
5.The relevant Award Authority will then- reassess students fee loan
7. Full details are available in SIS History screens
loan - send student a revised Student Entitlement Letter
Financial Reports
• Approvals Report
• Approvals Action Status Report
• Student Payment ReportStudent Payment Report
• Pending Payment Report
• Funding Report
TYPE OF ENQUIRY CONTACT DETAILS
information on new subscription
AY rollover and rules set [email protected]
day to day enquiries
operational issues [email protected]
reporting defects
changing details -logo, address, bank details, signatory
Or
HEI Helpline 0845 702 3316 logo, address, bank details, signatory
etc
EU assessment enquiries [email protected] _ y@