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Report 02/12

Student support funding for higher education institutions 2002-03


To: Heads of HEFCE-funded higher education institutions
Of interest to those responsible for: Student support services; Administration of funds and loans; Finance (including directors of finance)
Reference: 02/12
Publication date: March 2002
Enquiries to:

General enquiries (including residency requirements)
DfES Darlington helpline
tel 01325 392822, e-mail ssin.queries@dfes.gsi.gov.uk

Allocations, financial conditions, auditing requirements and monitoring returns
Ben Lewis
tel 0117 931 7053, e-mail b.lewis@hefce.ac.uk

Hardship Fund and Bursaries, Fee Waivers, Hardship Loans and Opportunity Bursaries
Student Support Team (Department for Education & Skills)

Ralph Woollams - General enquiries
tel 020 7925 5809, e-mail ralph.woollams@dfes.gsi.gov.uk

Louis Ripley - Hardship Fund and Bursaries, Fee Waivers
tel 020 7925 5843, e-mail louis.ripley@dfes.gsi.gov.uk

Shawana Williams - Hardship Loans, Hardship Funds, Bursaries and Fee Waivers
tel 020 7925 5572, e-mail shawana.williams@dfes.gsi.gov.uk

Claire Sargent - Hardship Loans and Opportunity Bursaries
tel 020 7925 6616, e-mail clare.sargent@dfes.gsi.gov.uk

Nina Curley - Team leader
tel 020 7925 5399, e-mail nina.curley@dfes.gsi.gov.uk

Widening access
Helen Brooks
tel 020 7925 5824, e-mail helen.brooks@dfes.gsi.gov.uk

Queries about student loan payments
HEI helpline 0345 023 316

Enquiries about support for further education students
Learning and Skills Council (LSC) Funding and Research, Statistics Helpdesk
tel 02476 686 3224


Contents and executive summary (read on-line)


Download

Report- Executive summary and background
[ MS Word 81K | Zipped Word 38K | Adobe PDF 34K | Zipped PDF 28K ]

Part 1   Minimum allocation of Hardship/Bursary funds and administrative costs 2002-03
[ MS Excel 48K | Zipped Excel 10K | Adobe PDF 10K | Zipped PDF 8K ]

Part 2   Revised initial allocations of new and continuing Opportunity Bursaries 2002-03
[ MS Excel 48K | Zipped Excel 10K | Adobe PDF 10K | Zipped PDF 8K ]

Part 3   Access Bursaries and Hardship Fund Guidance 2002-03
[ MS Word 380K | Zipped Word 138K | Adobe PDF 448K | Zipped PDF 219K ]

Part 4   Summary report for the use of student support funds in 2000-01
[ MS Word 27K | Zipped Word 6K | Adobe PDF 18K | Zipped PDF 13K ]

Part 4 (Appendix 1)   Summary data from the Opportunity Bursaries 2001-02 interim return and the 2000-01 Access and Hardship Fund monitoring return
[ MS Excel 47K | Zipped Excel 17K ]

Part 5   Amended Opportunity Bursaries 2002-03 interim monitoring
[ MS Excel 19K | Zipped Excel 6K | Adobe PDF 4K | Zipped PDF 4K ]

Part 6   Monitoring return - 2002-03
[ MS Excel 52K | Zipped Excel 13K ]

List of abbreviations
[ MS Word 22K | Zipped Word 4K | Adobe PDF 6K | Zipped PDF 4K ]


Contents

 Executive summary

 Background

Part 1 Minimum allocation of Hardship/Bursary funds and administrative costs 2002-03
Part 2 Revised initial allocations of new and continuing Opportunity Bursaries 2002-03
Part 3 Access Bursaries and Hardship Fund Guidance 2002-03

Introduction

Section 1    Essential information for administrators
Section 2    Hardship Fund guidance
Section 3    Guidance on Fee Waivers for part-time students
Section 4    Financial conditions and auditing requirements
Section 5    Frequently asked questions

Annex A    Definition of registered and accredited childcare
Annex B     Form of words for students to give their Benefits Office
Annex C    Residency requirements
Annex D    Dance and drama awards (connected institutions)
Annex E    Advice on issuing short-term loans from the Hardship Fund
Annex F    The Foyer scheme

Part 4 Summary report for the use of student support funds in 2000-01
Appendix 1    Summary data from the Opportunity Bursaries 2001-02 interim return and the 2000-01 Access and Hardship Fund monitoring return
Part 5 Amended Opportunity Bursaries 2002-03 interim monitoring
Part 6 Monitoring return - 2002-03
Opportunity Bursaries 2003-04 interim return
2002-03 Access and Hardship monitoring return
 List of abbreviations

Executive summary

Purpose

1.    This publication provides information about the allocation of funds for student support to higher education institutions in 2002-03, and requests monitoring information on their use.

Key points

2.    This document supersedes all previous guidance. It includes:

  • background information on student support funding for 2002-03
  • the Department for Education and Skills' guidance to institutions for 2002-03
  • minimum allocations for Hardship and Bursary funding for 2002-03 (Part 1)
  • minimum allocations of administration funds for 2002-03
  • initial allocation for Opportunity Bursaries for 2002-03
  • monitoring information required from institutions by 6 November 2003.

Action required

3.    We require:

  • final monitoring information on the use of 2001-02 student support funding by 7 November 2002
  • interim monitoring return on the use of opportunity bursaries for 2002-03 by 7 November 2002
  • final monitoring information on the use of 2002-03 student support funding by 6 November 2003
  • Interim monitoring return on the use of opportunity bursaries for 2003-04 by 6 November 2003.