ELQ Processing @ uclan

Presenters: Lin Stapleton, Analyst and Project Manager

Steve Williams, Support & Development Manager

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

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

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

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

Overview of ELQ Processing

Process 1: Is the student ELQ?

Process 2: Does the ELQ student have to pay higher fees?

Yes No

Yes

Yes

No

Student normally HEFCE

fundable?

Are they exempt

from ELQ?

Is their qualificatio

n aim equivalent to, or lower than, their

HEQ?

Apply ELQ flag and funding

code

Is ELQ student new, part-time, undergraduate?

Are they exempt from higher fee? Apply ELQ

fee

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

Qualifications Hierarchy

HESA/ILR field code HESA Description

HESA Highest qualification on entry Categorisation

Hierarchy Point

Number

UCLan Equivalent Programme/Awards

Degree Code and (Level)

01 Higher degree of UK institution Postgraduate 1 Doctorate in Business Administration DBA (PR) 1 Doctorate in Business Administration DBAT (PT) 1 Doctor of Medicine MD (PR) 1 Doctorate PHD (PR) 1 Master of Philosophy MPHIL (PR) 1 Master of Science MSC (PT) 1 Master of Education MED (PT) 1 Masters by Research MBYR (PR) 1 Master of Business Administration MBA (PT) 1 Master of Arts MA (PT) 1 Master of Law LLM (PT)

02 Postgraduate diploma or certificate, excluding PGCE

2 Diploma in Management Studies DMS (PT)

2 Postgraduate Diploma PGDIP (PT) 2 Postgraduate Certificate PGCERT (PT)

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

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.

Capture of HEQ from Students

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

Process detail

1. Normally eligible (ELQ rule 1)

Home/EU not PG Research2. Student exempt (Exempt rule 1)

Disability allowance3. Programme exempt (Exempt rules

2-8)

Various4. ELQ using Hierarchy?

(entry qual >= programme)Set ELQ flag and FUNDCODE

5. Meets 200809 rulesNew PartTime UG

6. SIV programme7. Programme normal fee8. Student blocked9. Change Rate code10.Assess Fee

Assess if the student is normally eligible for

HEFCE funding. (ELQ rule 1)

Eligible for HEFCE Funding?

STARTEND

PROCESSING

Assess if student is exempt from ELQ due to disability rule.

(Exempt rule 1)Exempt?

END PROCESS

Assess if programme is exempt from ELQ(Exempt rules 2-8)

Exempt?

Mark as Non Fundable and set ELQ flag

Assess if the student is taking an Equivalent or Lower Qualification

(ELQ rule 3)

ELQ?

Check if student has previously been assessed as ELQ

Previously ELQ?

Remove previous ELQ flag, ELQ rate

code and set fundcode back to 1

Is students programme a

SIV

Is programme blocked against additional fee

Is student blocked against additional fee

Add ELQ rate code

NO

YES

NO

NO

YES

NO

Equivalent or Lower Qualifications Process Flow Chart

YES

NO

YESNO

NO

YESNO

Run Fee Assessment

Process

Is student PT, UG new entrant

YES

Rules specific to 200809 for

additional fees

NO

Programme’s Subject, Major Funding Source, TTCI and Regulatory Body. Used in the exemption rules processing

Fundcode is used to

determine if programme is funded by NHS

Subject Codes are used to determine

programme’s registerable

qualification status

Used to determine if

programme is ITT or in-service

TT course

Return to PFD

Used to record programme’s

Regulatory Body

ELQ Flag on SKAHINS

New flag created to record an ELQ student.

Independent of additional fees etc.

Fundability Code on SKAHINS

Record FUNDCODE = 2

Not HEFCE Fundable

Return to PFD

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

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

ELQ Fee Rules in SFARGFE

Fee Rule created for

students with an ELQ Rate Code

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

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

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

Questions