Guidance

ESFA funding claims and reconciliation

Information for education and skills training providers on the funding claims and reconciliation process.

From:
Education and Skills Funding Agency
Published
24 February 2014
Last updated
22 October 2024 — See all updates

Applies to England

Documents

Funding claims user guide

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How to submit a funding claim for 2023 to 2024

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Reconciliation thresholds for under and over-delivery for Education and Skills Funding Agency adult education budget (AEB) academic year 2022 to 2023

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Details

Funding claims guidance will help you understand how and where to complete and submit your funding claims.

The end of year reconciliation guidance provides details about reconciliation thresholds for ESFA grant-funded adult education budget and advanced learner loans bursary providers.

If you have any questions, please contact your ESFA territorial colleague or use our customer help centre.

Updates to this page

Published 24 February 2014
Last updated 22 October 2024 + show all updates

  1. We have updated the funding claims user guidance.

  2. We have updated the funding claims user guide. The year-end funding claim window will open at 9am on Monday 10 June 2024. Submit your year-end funding claim by 5pm on Thursday 13 June 2024.

  3. We have updated the funding claims user guide to support you with submitting your mid-year funding claims. The form closes on Tuesday 13 February at 5pm.

  4. We have updated the how to submit a funding claim guidance for 2023 to 2024.

  5. We have updated the funding claims user guide. The final funding claim window will open at 9am on Tuesday 24 October 2023.

  6. We’ve added an extra line into section one about the earnings boost announcement. You must not enter any adjustments relating to the earnings boost in your funding claim. Please read the new line for more information.

  7. We have updated the funding claims user guide to help you to submit your year-end funding claims. The submission window will open at 9am on Thursday 8 June 2023. Please submit your year-end funding claim by 5pm on Tuesday 13 June 2023

  8. We have added "Reconciliation thresholds for under and over-delivery for Education and Skills Funding Agency adult education budget (AEB) academic year 2022 to 2023". We have removed "ESFA 2020 to 2021 end of year reconciliation for adult education budget (AEB) and advanced learner loans bursary (ALLB) grant funded providers" and "Reconciliation thresholds for under and over-delivery for Education and Skills Funding Agency adult education budget (AEB) academic year 2021 to 2022".

  9. We have updated the Funding claims user guide

  10. We have removed the funding claim guide for 2021 to 2022 because this process is now closed.

  11. We have added the guidance on How to submit a funding claim for 2022 to 2023 and removed the guidance How to submit a funding claim for 2020 to 2021.

  12. We have updated the final claims user guide to support you with your claims.

  13. We have added the reconciliation thresholds for under and over-delivery for Education and Skills Funding Agency adult education budget (AEB) academic year 2021 to 2022.

  14. We have updated the funding claims user guide to support you in submitting your funding claim.

  15. We have updated the how to submite a funding claim guidance document.

  16. We have added guidance on how to submit a funding claim for 2021 to 2022.

  17. We have updated the funding claims user guide.

  18. We've added additional guidance to the ESFA 2020 to 2021 end of year reconciliation for adult education budget (AEB) and advanced learner loans bursary (ALLB) grant funded providers.

  19. We have updated the funding claims user guidance. The year-end claims window open Tuesday 8 June 2021.

  20. We have updated the funding claims 2020 to 2021 guidance with a section on 19 to 24 traineeship learner support 2020 procurement (section 4.6).

  21. We have added further information regarding the 2020 to 2021 end of year reconciliation threshold for adult education budget (AEB) and advanced learner loans bursary (ALLB) grant funded providers

  22. We have updated the funding claims guidance for 2020 to 2021

  23. We have added details and guidance on how to submit your 2020 to 2021 mid-year forecast funding claim.

  24. We have updated the funding claims user guide for the final claims process for 2019 to 2020

  25. We have updated the how to submit a funding claim guidance to include business case instructions and clarity regarding audits.

  26. We have updated the how to submit a funding claim for 2019 to 2020

  27. We have updated our guidance on year-end forecast funding claims: providers with selected allocations no longer need to submit a year-end forecast funding claim for 2019 to 2020

  28. We have added the Funding claims user guide

  29. We have updated information relating to submission of 2018 to 2019 Final Reconciliation Statements.

  30. We have updated the funding claims user guide for 2018 to 2019

  31. We have updated the 2018 to 2019 funding claims deadline

  32. We have added the 2019 to 2020 funding claims guidance

  33. We have published the funding claims user guide to help providers submit their funding claims.

  34. We have updated the deadlines to make your final funding claims.

  35. We have published information on 2018 to 2019 reconciliation.

  36. We have published the mid-year funding claims user guide for 2018 to 2019.

  37. We've updated the 'How to submit a funding claim' guide for the 2018 to 2019 funding year.

  38. We have published updated information on the 2017 to 2018 reconciliation policy including over-delivery payments and Apprenticeships and 16-18 traineeships over-delivery.

  39. The final funding claim collection for colleges and training providers is now open. Claims must be submitted in the Hub by Monday 29 October, and claims must be signed off by Manage your education and skills funding (previously known as, Skills funding service) by Wednesday 31 October.

  40. We've published information that the opening of the final funding claim collection for colleges and training providers has been delayed and will now open on Monday 22 October.

  41. We've published a user guide for final funding claims for 2017 to 2018.

  42. Added a user guide for year-end funding claims for 2017 to 2018.

  43. We have amended the date providers can submit (if applicable) an exception case following the final claim process to 21 December 2018. We have also brought forward the date any reconciliation clawback/payment will be actioned from to December 2018.

  44. Mid-year funding claims for 2017 to 2018 – user guide published.

  45. Updated information on how to submit a funding claim.

  46. Updated information about 2016 to 2017 final reconciliation statements.

  47. Updated funding claims user guide.

  48. Editorial change detailing 2016 to 2017 year-end reconciliation statements made to page on 28 September 2017.

  49. Updated user guide.

  50. Added the funding claims user guide.

  51. Updated guidance for providers that have to submit a funding claim for 2016 to 2017.

  52. Added information about the final reconciliation statements for the 2015 to 2016 funding year.

  53. Updated funding claims 2015 to 2016 - user guide.

  54. Added a note for providers funded through a grant for their adult skills budget.

  55. Updated funding claims guidance document and user guide.

  56. New version of SFA funding claims user guide uploaded on 15 February 2016.

  57. New version of SFA funding claims user guide uploaded on 5 February 2016

  58. SFA Funding Claims 2015 to 2016 User Guide uploaded on 25 January 2016.

  59. We have now published the Funding Claims 2015 to 2016 document.

  60. October 2015: now published - revised versions of the claim forms for Adult Skills Budget and Discretionary Learner Support.

  61. Updated SFA funding claim: community learning forms.

  62. We have published a new version of the Funding Claims document. We now request you submit a copy of the signed final funding claim form by attaching a scanned version to the Hub rather than by post. You still need to do this by the deadline date published in Annex A. We have amended paragraphs 17, 40, 54 and 64 to reflect this change.

  63. Funding Claims 2014 to 2015 and the associated funding claims forms have now been published.

  64. Updated version of the Funding Claims 2013/2014 has now been published.

  65. First published.

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