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Edited 19 May 2022 10:34
I am trying to find the ESFA's definition of a transfer when it occurs between academic years. I have been told that someone moving from one aim to another within a month can consider this a transfer, but how does this work between academic years when the duration is longer? This mainly applies to an issue we have with 16-19 year olds on A levels, where they have opted to transfer to a new A Level course in their second year.
My understanding is that the original aim would need to be closed down in the 1st year, using the last date of learner engagement as the actual end date, or if required, the end of June (for retention purposes). The issue would be that the new course (in their 2nd year) wouldn't start until, say, 14th September, which would be more than a month since their last engagement in the previous year.
My question is this: what date would we need to 'transfer off' the original aim so It can be classed as a transfer for the new aim at the beginning of the next academic year?
No one has replied to this post.
So, there's no *official* funding rule definition of the gap. The month thing is because they'll appear on the PDSAT report if it's longer than a month, but that's so you can then explain it to auditors (and "they stopped one in July and didn't start the new one til September" is a reasonable explanation).
In fact, the main thing you need to be careful of is the 120 day gap which QAR uses. Any transfer where there's not a new start within 120 days will be considered a fail on your QAR, but assuming they get to June this year and start the new one in September it should be fine (almost as though that's why they settled on 120 days for it...)
19 May 2022 10:59 (Edited)
Thanks Steve. That will explain why I can't find a definitive definition!
19 May 2022 11:18
PDSAT reports transfer where there is no corresponding transferred on aim starting within a calendar month, the implications are Inappropriate recording of transfers may lead to a mis-statement of the funding claimed and/or result in enhanced qualification achievement rates. Providers must be able to evidence that a transfer has taken place.
The funding rules do not stipulate any time period for transfers but within the funding year you must stipulate the status of each aim as a transfer, withdrawal, completed or continuing in the final return, it would be difficult to justify a transfer where they have withdrawn prior to the end of the teaching (academic) year.
The date of withdraw or transfer is always the last day in learning.
19 May 2022 11:38
Martin - when you say that when there is no corresponding transferred on aim starting within a calendar month, the implications are Inappropriate recording of transfers may lead to a mis-statement of the funding claimed and/or result in enhanced qualification achievement rates, does this apply between academic years when the duration-gap is longer? Would I need to simply keep the original aim's status as 'continuing', and then enrol on the 2nd year aim (in the following academic year), transfer off it, and use the last teaching date (from the previous year, say 26/06/22) as the last day of learning?
19 May 2022 12:21 (Edited)
My view is that it is the status that applies at the end of the academic year R14 and that it should be a withdrawal as a new aim has not started within the same year but if the aim was continuing at year end this would be carried over to the next year where a transfer may be recorded as it is known the learner has returned and started the new aim.
19 May 2022 13:03
Martin - Understood, thank you. Just one last thing so I'm clear in my mind about this - If I 'continue' the learner into the following academic year, and then transfer them (per your reply), do I still use the last day of learning from the previous year (i.e 26/06/22) if they don't actual attend a lesson in the new year of the aim they are transferring off of?
19 May 2022 13:26 (Edited)
No use the same date for the transfer as the start date of the new aim.
19 May 2022 14:41
Thank you very much for your time and clarity.
19 May 2022 14:43 (Edited)