HESES re-creation based on cost centre sector norms action plan

How to download the action plan template

The action plan templates are available from the HEFCE extranet.

Once logged in, navigate to the 'HEFCE resources' page, then click on the link for the current exercise. Action plan locations are listed in the year-specific overview pages which are accessible from the FAMD homepage.

How to complete the action plan

The action plan template includes two sheets:

• AP1 for the HESES re-creation and HESES re-creation based on cost centre sector norms
• AP2 for the HESES re-creation and HESES.

Both of these should be filled in and submitted to HEFCE. We require the following information in the HESES re-creation based on cost centre sector norms action plan. (Example action plans are available in the year-specific overview pages which are accessible from the FAMD homepage).

Column 1

We have pre-completed this column. It contains a sequential number starting at 1 which is used to reference each area of difference identified on the action plan.

Column 2

We have pre-completed this column. It contains the subject area and JACS code, where the following conditions are met:

• the cost centre sector norm for the subject area is different to the cost centre returned on the HESA student record
• the price group for the cost centre sector norm is different to the price group for the cost centre returned on the HESA record
• HEFCE-funded FTEs for the principal subject area (that is, the first two characters of MODSBJ01-16 are used) are greater than 100.

Column 3

We have pre-completed this column. It contains the cost centre returned on the HESA student record for the subject area listed in Column 2.

Column 4

We have pre-completed this column. It contains the cost centre sector norm for the subject area listed in Column 2.

Column 5

This column should contain the cause of the difference between the two re-creations. The cause can be attributed to the list below and the given values should be entered into column 5 accordingly:

Cause	Enter the following value in column 5
Errors in HESA student data	HESA
Problems of fit with the HESES re-creation based on cost centre sector norms algorithms because the subject area is small (in this case we would expect staff FTEs to be less than 20)	HEFCE-SMALL
Problems of fit with the HESES re-creation based on cost centre sector norms algorithms, because the subject area is not the primary subject area for the member of staff teaching the activity	HEFCE-SECONDARY
Problems of fit with the HESES re-creation based on cost centre sector norms algorithms, because the sector norm cost centre for the subject area is not appropriate for the activity	HEFCE-MAPPING

The funding data reconciliation sections of the annex document (see the year-specific link under funding and monitoring data exercise) give further descriptions of the causes of these broad types of difference for the SNCC re-creation.

Column 6

This column should contain a detailed description of the cause of the difference, unless 'HEFCE-SMALL' was returned in Column 5. The description should be enough to allow us to understand how this difference occurred.

Where Column 5 is returned as 'HESA' we require a brief description of the cause of the error.

Where Column 5 is returned as 'HEFCE-SECONDARY', we require the name(s) of the department(s) of the members of staff teaching the activity, as well as an indication of the extent of teaching in the subject area by members of staff where this is not their primary subject area.

Where Column 5 is returned as 'HEFCE-MAPPING', we require the name(s) of the department(s) to which the members of staff teaching the activity are assigned.

Where Column 5 is returned as 'HEFCE-SMALL', Column 6 should be left blank.

Column 7

If the cause of difference identified in Column 5 is 'HESA', a full list of the fields that the institution expects to correct must be identified and included: for example 'COSTCN01-09'. Erroneous COSTCN01-16 and MODSBJ01-16 data are the only HESA fields that can cause differences between the two re-creations.

For all other causes of difference given in Column 5, this column should remain blank.

Column 8

If the cause of difference identified in Column 5 is 'HESA', the number of records to be amended must be included.

Column 9

If the cause of difference identified in Column 5 is 'HESA', the date by which amended data will be submitted to HESA must be returned in Column 8.

• Guidance on how to submit amendments to HESA data

For all other causes of difference given in Column 5, this column should remain blank.

Column 10a

We have pre-completed the student FTEs in this column. Where Column 5 is 'HEFCE-SMALL', the staff FTEs for the subject area should be returned. Otherwise the staff FTEs should remain blank.

How to submit the action plan

Action plans should be submitted through the HEFCE extranet.

Once logged in, navigate to the 'HEFCE resources' page, then click on the link for the current exercise, and then navigate to the same page where you downloaded the template. Next click on 'Upload', browse to the location where the action plan is saved and click 'Upload'.

Further details can be found in the year-specific overview pages which are accesible from the FAMD homepage. 

Page last updated 24 July 2012