ELQ Processing @ uclan

1. ELQ Processing @ uclan Presenters: Lin Stapleton, Analyst and Project Manager Steve Williams, Support & Development Manager

2. Prologue: uclan profile • Large, Post ’92 University (30k students) • Preston Campus has 21.2k students • 14.6k Full-time (69%) • 6.6k Part-time (31%) • 18.2k Undergraduate (86%) • 3k Postgraduate (14%) • 42 Partner Colleges worldwide with 9k students • Evolving academic portfolio incorporates Dentistry, Pharmacy and Architecture • Highly devolved student administration • On-line Enrolment as standard

3. ELQ Processing at uclan Agenda • New funding rules • Overview of ELQ Processing • Banner Set Up • Qualifications Hierarchy • ELQ Process Details • Reporting • Issues • Future plans • Q&A

4. ELQ Processing at uclan Revised definition of HEFCE fundability status (15/4/08) • From 2008/09, HEFCE will no longer fund UK or EU students aiming for a qualification equivalent to or lower than one they already hold (ELQ) • Exemptions • Disabled Students Allowance (DSA) • Foundation Degrees • UG Medicine, Dentistry, Social Work, Youth Work, Nursing or Teacher Training • Professional Bodies e.g. Architects Registration Board (ARB) • Strategically Important or Vulnerable Subjects (SIVS) • Targeted allocation

5. ELQ Processing at uclan Uclan policy for 2008/09: • Charge full economic cost • New, Part-time, Undergraduate ELQ students • “Absorb” additional costs • All, Full-time Undergraduate ELQ students • All, Full-time Postgraduate ELQ students • All, Part-time Postgraduate ELQ students • All continuing, Part-time Undergraduate ELQ students • Selected Programmes • Prior Fee Offers

6. No No Yes Yes Yes Overview of ELQ Processing Process 1: Is the student ELQ? Is their qualification aim equivalent to, or lower than, their HEQ? Student normally HEFCE fundable? Apply ELQ flag and funding code Are they exempt from ELQ? Process 2: Does the ELQ student have to pay higher fees? Is ELQ student new, part-time, undergraduate? Are they exempt from higher fee? Apply ELQ fee

7. Banner Set Up • Existing Data • Disabled Students Allowance (SGADISA) • HEQ values and categories for OLE • Programme Funding, Subject, ITT, Reg. Body • ELQ-specific • Qualifications Hierarchy • Exempt Programmes • SIVS Programmes • Uclan Normal Fee Programmes • Prior Fee Offers • ELQ Fee Rate and Rules

8. Qualifications Hierarchy

9. Qualifications Hierarchy • Hierarchy of uclan Degree Codes recorded in STVDEGC_LEVEL_ONE field (not shown on Form) • HESA hierarchy of HEQs recorded in SKASSDT • Process assesses the student’s Qualification Aim (SORLCUR_DEGC_CODE) against her/his HEQ (SKBHINS_SSDT_CODE_QUAL) using their hierarchy values

10. Capture of HEQ from Students For 200809 we made the collection of a Highest Entry Qualification mandatory as part of the OnLine enrolment process. The ELQ process is triggered, along with fee assessment by this action so the higher fee can be displayed during the online enrolment process. This Qualification type grouping is set up using SKVSSDT The HEQ set of values are linked to Qualification type groups through DATA 2 on SKVSSDT

11. Process detail • Normally eligible (ELQ rule 1) Home/EU not PG Research • Student exempt (Exempt rule 1) Disability allowance • Programme exempt (Exempt rules 2-8) Various • ELQ using Hierarchy? (entry qual >= programme) Set ELQ flag and FUNDCODE • Meets 200809 rules New PartTime UG • SIV programme • Programme normal fee • Student blocked • Change Rate code • Assess Fee

12. Programme’s Subject, Major Funding Source, TTCI and Regulatory Body. Used in the exemption rules processing Used to determine if programme is ITT or in-service TT course Subject Codes are used to determine programme’s registerable qualification status Fundcode is used to determine if programme is funded by NHS Used to record programme’s Regulatory Body Return to PFD

13. ELQ Flag on SKAHINS New flag created to record an ELQ student. Independent of additional fees etc.

14. Fundability Code on SKAHINS Record FUNDCODE = 2 Not HEFCE Fundable Return to PFD

15. Recording of Exempt, SIVS and Normal Fee Programmes on SMAPROG SIVP – Strategically Important and Vulnerable Programmes EXMP – Used for other exemptions such as National Youth Agency validated, Architects Registration Board etc. NFEE – Used to block additional ELQ fee for a programme, at uclan’s discretion Return to PFD

16. Block additional Fee for student on SKAHINS New flag created to record where an ELQ student should be charged the standard fee, in line with prior quote Return to PFD

17. ELQ Fee Rules in SFARGFE Fee Rule created for students with an ELQ Rate Code

18. Reporting • HEFCE/HESA • Fees reporting • ODS changes • New views • AZ_ELQ_HIERARCHY • AZ_STUDENT_INSTANCE_YEAR • Amended views • AZ_PROGRAMME_TERM_DETAIL • OWB ETL Mappings

19. Issues • Lack of clarity from HESA on Qualifications Hierarchy e.g. Masters • Last minute changes in exemption rules • Suitability of HESA HEQ hierarchy • Exempt Regulatory Bodies currently hard-coded in process

20. Future Plans • Develop mechanism to advise Enquirers & Applicants of Funding Status and Fees • Alterations to reflect revised uclan policy for 2009/10 • Review hierarchies to ensure appropriateness • Develop table/form to facilitate user maintenance of exempt Regulatory Bodies

21. Questions