Home > News & events > News archive > 2009 > HEFCE's dealings with London Metropolitan University > LMU timeline - 2008
HEFCE’s dealings with London Metropolitan University
Timeline of events
Documents and records of other communications can be viewed below, listed by date. An overview of events is on the main LMU page.
2008
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Date: 14 Jan 2008
Format: E-mail and memo
From/To: From LMU 1 (LMU) sent to Derek Hicks (HEFCE) and internal correspondence between ASG, Assurance and Institutional team (HEFCE)
Description: Final version of the commentary about the HESA 2005-06 and HESES07 returns outlining how the University has applied the definition of non-completion. It reported that the University had included as 'complete' all those students who have satisfied its own regulatory definition.View item: Download the D2009_28605.pdf as PDF (879 KB)
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Date: 22 Jan 2008
Format: E-mail and letter
From/To: Derek Hicks (HEFCE) to John McParland (LMU)
Description: Letter in response to the memo received on 14 January 2008. Explains that the University does not appear to be applying the non-completion definition correctly and that funding implications could be significant. Notifies the University that we may use our own estimates of their data to determine funding.View item: Download the D2009_28099.pdf as PDF (71 KB)
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Date: 24 Jan 2008
Format: HEFCE Board meeting
From/To: HEFCE
Description: DIUS Officer in attendance: Ruth ThompsonExempt Annex C to the 24 January 2008 HEFCE Board paper on recurrent grant.
Reports concerns about the quality of LMU's data, in particular their reporting of student non-completions, where it is clear they have not been applying the HEFCE definition, but have instead insisted on using their own interpretation of it.
HEFCE Board delegates authority to the Chief Executive to make reasonable estimates, if required, of the HESES07 data for LMU and agreed that consequential funding adjustments and allocations be calculated accordingly.
View item: Download the D2009_28104.pdf as PDF (313 KB)
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Date: 5 Feb 2008
Format: Face-to-face meeting
From/To: Brian Roper, Pam Nelson and LMU 1 (LMU) and David Eastwood, Derek Hicks and ASG 1 (HEFCE)
Description: There is no HEFCE minute of the meeting, but it was followed up by a letter to Brian Roper of 7 February 2008 (see below). It was agreed that we should visit the University next week to start the process of reaching an agreed and audited position on non-completions.View item: Not applicable
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Date: 7 Feb 2008
Format: Letter
From/To: David Eastwood (HEFCE) to Brian Roper (LMU)
Description: Letter following meeting on 5 February 2008.View item: Download the D2009_31136.pdf as PDF (46 KB)
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Date: 12 Feb 2008
Format: Meeting
From/To: HEFCE officers visit the University as a precursor to the audit work
Description: An initial 'scene setting' meeting to go through what we expect to get out of the audit.View item: Not applicable
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Date: 14 Feb-7 Mar 2008
Format: Audit
From/To: HEFCE Audit fieldwork
Description: HESA 2005-06 Exercise: Field work on the HESA2005-06. This involved 5 visits to the University together with desk-based work at HEFCE's offices in Bristol.View item: Download the D2009_28125.pdf as PDF (69 KB)
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Date: 25 Feb 2008
Format: Meeting
From/To: David Eastwood (LMU) and John Denham (DIUS)
Description: David Eastwood briefed the Secretary of State on LMU.View item: Download the D2009_28147.pdf as PDF (170 KB)
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Date: 28 Feb 2008
Format: HEFCE Board meeting
From/To: HEFCE
Description: DIUS Officer in attendance: Martin WilliamsChief Executive's report (paper B16/08).
6d. London Metropolitan University. Significant data reconciliation issues had come to light and were being investigated. Meanwhile, no funding announcement about this institution would be made on 6 March 2008 and it was not yet possible to determine the level of holdback.
View item : Download the D2009_28151.pdf as PDF (99 KB)
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Date: 28 Feb 2008
Format: Letter
From/To: David Eastwood (HEFCE) to Brian Roper (LMU)
Description: Letter explaining that we would not be announcing a provisional 2008-09 recurrent grant letter to LMU in March due to ongoing concerns over data.View item: Download the D2009_31138.pdf as PDF (63 KB)
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Date: 5 Mar 2008
Format: Letter
From/To: Brian Roper (LMU) to David Eastwood (HEFCE)
Description: Response to the 28 February 2008 letter.View item: Download the D2009_28155.pdf as PDF (308 KB)
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Date: 11 Mar 2008
Format: Letter
From/To: From Derek Hicks (HEFCE) to Brian Roper (LMU)
Description: Letter sent to LMU outlining timetable for finalising audit work, understanding funding implications and signing off data.View item: Download the D2009_28595.pdf as PDF (21 KB)
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Date: 14 Apr 2008
Format: Report
From/To: ASG 4, Assurance 1, Assurance 2 (HEFCE) to LMU
Description: Agreed non-completion report sent to the University. -
Date: 17 Apr 2008
Format: Face-to-face meeting
From/To: Derek Hicks, David Eastwood, ASG 1 (HEFCE), Brian Roper, LMU 1 and Pam Nelson (LMU)
Description: Meeting to discuss the audit work and funding implications. -
Date: 18 Apr 2008
Format: E-mail
From/To: ASG 1 (HEFCE) to Brian Roper (LMU)
Description: E-mail from HEFCE to provide LMU with the potential funding implications, following the audit work. This followed the meeting on the 17 April 2008.View item: Download the D2009_28166.pdf as PDF (891 KB)
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Date: 25-30 Apr 2008
Format: E-mail
From/To: E-mail exchange primarily between ASG 4, ASG 1 (HEFCE) and LMU 1 (LMU)
Description: E-mail exchange about HEFCE's calculations of the 2007-08 fundable FTEs.View item: Download the D2009_28171.pdf as PDF (847 KB)
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Date: 30 Apr 2008
Format: Meeting
From/To: ASG 1, ASG 4 (HEFCE); Brian Roper and LMU 1 (LMU)
Description: Meeting between HEFCE analysts and LMU planning team. This explored the significant funding implications following the audit work. -
Date: 8 May 2008
Format: HEFCE Board meeting
From/To: HEFCE
Description: DIUS Officer in attendance: Ruth ThompsonBoard Paper: B51/08e.
Paper reporting the result of HEFCE's audit of LMU's student data for 2005-06 and managing the financial impact for the years 2005-06 to 2008-09 that ensues.
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Date: 12 May 2008
Format: Letter
From/To: David Eastwood, Chief Executive (HEFCE) to Brian Roper, VC (copied to Chair of LMU Board) (LMU)
Description: HEFCE's formal risk assessment letter noting LMU 'is at higher risk'. This was preceded by an exchange of draft letters between HEFCE and LMU. -
Date: 15 May 2008
Format: Meeting notes
From/To: Derek Hicks, Paul Greaves, Assurance 4 (HEFCE), Brian Roper, Peter Anwyl (Chair), Abdul Rahim (Vice Chair), Pam Nelson, John McParland (LMU)
Description: Meeting to discuss the scale of the funding implications.View item: Download the D2009_28888.pdf as PDF (332 KB)
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Date: 20 May 2008
Format: Letter
From/To: Other funders informed of change in risk assessment by David Eastwood (HEFCE)
Description: Letters to TDA, LSC and SLC -
Date: 21 May 2008
Format: Meeting
From/To: Derek Hicks, Assurance 4, LMU Board
Description: LMU Board meeting. HEFCE Officers attend LMU Board meeting to discuss 'at higher risk letter' and funding/data issues.View item: Download the D2009_28187.pdf as PDF (360 KB)
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Date: 23 May 2008
Format: Letter
From/To: Brian Roper (LMU) to Derek Hicks (HEFCE)
Description: Response to HEFCE suggestion of possible grant reduction 2008-09. The letter expresses concern at the scale of the reduction they face; requests the provision of moderation funding for 2008-09; asks for contact details of institutions with similar missions where the recording of non-completion is better maintained in accordance with HEFCE rules; asks to see copies of HEFCE Board papers concerning LMU; and asks for an opportunity to address the HEFCE Board.View item: Download the D2009_28187.pdf as PDF (360 KB)
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Date: 6 Jun 2008
Format: Letter
From/To: From Derek Hicks (HEFCE) to Peter Anwyl (LMU Chair)
Description: Summary of HEFCE messages given at Board of Governors meeting on 21 May 2008. -
Date: 23 Jun 2008
Format: Letter
From/To: Peter Anwyl (LMU Board) to Derek Hicks (HEFCE) comments on HEFCE messages at meeting on 21 May 2008
Description: LMU Board comments on HEFCE messages at meeting on 21 May 2008, in reply to Derek Hick's letter of 6 June 2008. The letter is dated 13 June 2008, but was e-mailed to us on 23 June 2008.View item: Download the D2009_28685.pdf as PDF (118 KB)
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Date: 25 Jun 2008
Format: Letter
From/To: Derek Hicks (HEFCE) to Brian Roper (LMU)
Description: Letter detailing proposal, subject to the HEFCE Board's approval, that HEFCE will cap the reduction in the University's 2008-09 grant at £15 million. -
Date: 26 Jun 2008
Format: Letter
From/To: Derek Hicks (HEFCE) to Peter Anwyl (LMU Board)
Description: HEFCE response to Peter Anwyl's letter of 13 June 2008, setting out non-completion rules. -
Date: 27 Jun 2008
Format: E-mail
From/To: Derek Hicks (HEFCE) to Brian Roper (LMU)
Description: E-mail outlines the 2008-09 funding position for LMU that would be put to the HEFCE Board.View item: Download the D2009_28953.pdf as PDF (916 KB)
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Date: 30 Jun 2008
Format: E-mail
From/To: Ruth Thompson (DIUS) to David Eastwood (HEFCE)
Description: E-mail exchange informing HEFCE of an event which Brian Roper attended.View item: Download the D2009_28211.pdf as PDF (461 KB)
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Date: 1 Jul 2008
Format: Meeting
From/To: David Eastwood, Derek Hicks, Assurance 4, ASG 1 (HEFCE) with Peter Anwyl, Finlay Scott, Brian Roper (LMU)
Description: Meeting to discuss the funding position of the University in advance of the HEFCE Board meeting, and what support might be available to assist the University's implementation of its strategic options review. The meeting also involved some discussion of HEFCE's WP funding policy.View item: Not applicable
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Date: 3 Jul 2008
Format: HEFCE Board meeting
From/To: HEFCE
Description: DIUS Officer in attendance: Ruth ThompsonBoard Paper: Changes to recurrent grant and special funding B08/64.
The covering paper reports that HEFCE did not make a provisional allocation to LMU in March. The University will be issued with a funding agreement in July.
View item: Download the D2009_28215.pdf as PDF (634 KB)
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Date: 7 Jul 2008
Format: E-mail
From/To: ASG 1 (HEFCE) to Brian Roper (LMU)
Description: Provisional July grant letter forwarded to LMU: details of provisional funding allocations for the academic year 2008-09, agreed by the HEFCE Board on 3 July 2008. -
Date: 10 Jul 2008
Format: Letter
From/To: Chair (LMU) to Chief Executive (HEFCE)
Description: Letter in response to Derek Hicks’ letter of 26 June 2008. -
Date: 15 Jul 2008
Format: Letter
From/To: Paul Greaves (HEFCE) to Brian Roper (LMU)
Description: Letter to LMU Brian Roper re: Initial scope for the review and the process HEFCE will undertake to commission an independent audit of LMU's student record system.View item: Download the D2009_28229.pdf as PDF (553 KB)
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Date: 17 Jul 2008
Format: Letter
From/To: David Eastwood (HEFCE) to Peter Anwyl (LMU Chair)
Description: Reply to 10 July 2008 letter, reiterating need for external validation and costed business case for a sustainable future - strategic options review.View item: Download the D2009_28985.pdf as PDF (14 KB)
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Date: 22 Jul 2008
Format: E-mail
From/To: John McParland (LMU) to Derek Hicks (HEFCE)
Description: E-mail with letter attached (letter dated 10 July 2008 but not received until e-mail 22 July 2008). Letter from Brian Roper to Derek Hicks requesting clarification on what mitigation can be requested for 2008-09 funding and confirmation of institutions that are willing to be approached for information sharing.View item: Download the D2009_30193.pdf as PDF (387 KB)
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Date: 24 Jul 2008
Format: Letter
From/To: Derek Hicks (HEFCE) to Brian Roper (LMU)
Description: Response to Brian Roper's letter dated 10 July 2008 (received 22 July 2008), clarifying written submission for mitigation.View item: Download the D2009_28996.pdf as PDF (321 KB)
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Date: 28 Jul 2008
Format: Letter
From/To: Brian Roper (LMU) to Derek Hicks (HEFCE)
Description: Response to Derek Hick's letter 24 July 2008, addressing submission and seeking sight of HEFCE Board papers relating to LMU under FOI.View item: Download the D2009_28243.pdf as PDF (33 KB)
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Date: 30 Jul 2008
Format: E-mail
From/To: Pam Nelson (LMU) to Assurance 4 (HEFCE)
Description: Forwarding of draft proposal from PwC relating to work to provide advice on LMU's strategic plan. -
Date: 6 Aug 2008
Format: Meeting
From/To: Derek Hicks, Paul Greaves and Assurance 5 (HEFCE) meeting with Pam Nelson, John McParland (LMU)
Description: Meeting between HEFCE and LMU in relation to the upcoming PwC and BDO work.View item: Not applicable
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Date: 7 Aug 2008
Format: E-mail
From/To: Derek Hicks (HEFCE) to John McParland and Pam Nelson (LMU)
Description: E-mail note confirming main issues discussed and actions from meeting on 6 August 2008. Points covered include the need for further detail on Brian Roper's request to see HEFCE Board Papers relating to LMU; need for work to be done on terms of engagement with PwC and what is needed from them; and that BDO will be in touch to proceed with getting work underway.View item: Download the D2009_28244.pdf as PDF (407 KB)
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Date: 15 Aug 2008
Format: Memo
From/To: John McParland (LMU) to Paul Greaves (HEFCE)
Description: LMU raising concerns over use of BDO 1 as lead partner for BDO. This was followed up by various e-mail exchanges up to 11 September 2008. The e-mail was sent to Paul Greaves on 21 August 2008.View item: D2009/28245 (Adobe PDF)
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Date: 18 Aug 2008
Format: E-mail
From/To: Assurance 5 to Data Issues Action Group (HEFCE)
Description: Final agreed terms of reference for independent review of LMU's strategic options by PwC.View item:
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Date: 20 Aug 2008
Format: Letter
From/To: Assurance 4 (HEFCE) to Brian Roper (LMU)
Description: Response to Brian Roper’s letter dated 28 July 2008.View item: Download the D2009_28252.pdf as PDF (487 KB)
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Date: 20 Aug 2008
Format: Meeting
From/To: John McParland invited to HEFCE's London office to read HEFCE Board papers and minutes relating to LMU
Description: HEFCE Board papers from its May and July meetings (but not the July minutes as these were at that time not yet agreed).View item: Download the D2009_28253.pdf as PDF (734 KB)
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Date: 27 Aug 2008
Format: Letter
From/To: Brian Roper (LMU) to David Eastwood (HEFCE)
Description: Further representations appealing the proposed funding reductions in 2008-09 (letter plus annexes - 24 pages). This letter was taken to the HEFCE Board on 18 September 2008 as the University's submission requesting a different 2008-09 funding settlement to the £15 million reduction agreed in July. -
Date: 15 Sept 2008
Format: Letter
From/To: David Eastwood (HEFCE) to Brian Roper (LMU)
Description: HEFCE response to 27 August 2008 letter declining meeting with HEFCE Board.View item: Download the D2009_31140.pdf as PDF (35 KB)
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Date: 16 Sept 2008
Format: E-mail
From/To: Derek Hicks (HEFCE) to John McParland (LMU)
Description: E-mail confirming HEFCE's desire to be open and transparent with LMU on how the challenges should be responded to. Details provided on when the HEFCE Audit Committee will be meeting and when the BDO report will be available. Confirmation that there have been no changes to PwC’s terms of reference and that discussions on the work will be led by Assurance 5. Also noted that two HEFCE Board members will have the opportunity to engage with LMU and that the SLC's timing of work is not a HEFCE decision.View item: Download the D2009_28275.pdf as PDF (531 KB)
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Date: 18 Sept 2008
Format: HEFCE Board meeting
From/To: HEFCE
Description: DIUS Officer in attendance: Ruth ThompsonInstitution at risk (paper B08/86e): London Metropolitan University grant allocation 2008-09.
Annex A: Written submission from the VC of LMU in response to the University's 2008-09 grant allocation.
Following a written submission by the University in response to their 2008-09 grant allocation, the Board considered options for the University's recurrent grant allocation for 2008-09. The submission was disclosed to the Board as an Annex to the main paper.
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Date: 22 Sept 2008
Format: Letter
From/To: David Eastwood (HEFCE) to Brian Roper (LMU)
Description: HEFCE Board decision relating to £15 million reduction, offer of £5 million repayable grant, and Board's response to LMU's written submission. Addresses 2008-09 funding period only, not implications for 2005-06 to 2007-08.View item: Download the D2009_28283.pdf as PDF (934 KB)
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Date: 7 Oct 2008
Format: Letter
From/To: Brian Roper (LMU) to David Eastwood (HEFCE)
Description: Response to David Eastwood's letter 22 September 2008. The University accepts the offer of £5 million SDF repayable grant. The letter argues that HEFCE has a duty to undertake an impact assessment of its decisions on funding for the University and concludes by alluding to the possibility of the University seeking judicial review.View item: Download the D2009_28287.pdf as PDF (66 KB)
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Date: 20 Oct 2008
Format: Report
From/To: Phase 1 report from PwC (to Assurance 4)
Description: PwC 'Phase 1' report into their work at LMU. This provides initial comments on the strategic options facing the University and progress on securing a sustainable future.View item: Unavailable
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Date: 24 Oct 2008
Format: Report
From/To: Brian Roper (LMU) to David Eastwood (HEFCE)
Description: LMU's Board of Governors report on holdback issue (128 pages) sent to HEFCE. The main body of this paper formed an Annex to HEFCE's Board paper on 17 December 2008. A full reply was sent to the University on 23 December 2008.View item: Unavailable
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Date: 3 Nov 2008
Format: Letter
From/To: David Eastwood (HEFCE) to Brian Roper (LMU)
Description: Response to work on strategic planning submission, following receipt of PwC's phase 1 report.View item: Download the D2009_31143.pdf as PDF (79 KB)
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Date: 17 Nov 2008
Format: Letter
From/To: David Eastwood (HEFCE) to Brian Roper (LMU)
Description: HEFCE's holding response to 24 October 2008 letter/report on holdback issue at LMU.View item: Download the D2009_28338.pdf as PDF (20 KB)
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Date: 26 Nov 2008
Format: External link
From/To: John McParland (LMU) to Assurance 4 (HEFCE)
Description: Forwarding LMU’s new strategic plan including financial forecasts. A hard copy was sent by Brian Roper to David Eastwood (dated 27 November 2008).View item: LMU Strategic Plan
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Date: 5 Dec 2008
Format: Face-to-face meeting
From/To: David Noyce (HEFCE Associate Director), Ed Balls, Alastair Smith (HEFCE Board members) meet LMU
Description: Meeting between HEFCE Board members and LMU.View item: Not applicable
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Date: 9 Dec 2008
Format: E-mail
From/To: John McParland (LMU) to David Noyce (HEFCE)
Description: Forwarding additional information requested at a meeting on the 5 December 2008 including balance sheets and strategies for a number of areas e.g. estates and international activity.View item: Unavailable
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Date: 10 Dec 2008
Format: E-mail
From/To: PWC 1 (PwC) to Assurance 4
Description: PwC final report to HEFCE.View item: Unavailable
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Date: Dec 2008-Jan 2009
Format: HESES submission
From/To: LMU to HEFCE
Description: Submission of HESES08. This indicated that no holdback of grant was due. FT UG non-completion rate reported as 27.6 per cent in line with audit findings. -
Date: 16 Dec 2008
Format: E-mail
From/To: Brian Roper (LMU) to David Eastwood (HEFCE)
Description: E-mail noting the desire for a constructive working relationship.View item: Download the D2009_29260.pdf as PDF (522 KB)
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Date: 16 Dec 2008
Format: E-mail
From/To: David Eastwood (HEFCE) to Brian Roper (LMU)
Description: Response to Brian Roper's e-mail of 16 December 2008, agreeing that positive working relationship is crucial for the way forward and confirming HEFCE’s commitment to this approach.View item: Download the D2009_29260.pdf as PDF (522 KB)
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Date: 17 Dec 2008
Format: HEFCE Board meeting
From/To: HEFCE
Description: DIUS Officer in attendance: Ruth ThompsonBoard paper: London Metropolitan University B08/104e.
The Board had two main decisions to make with regards the funding adjustments for 2005-06 to 2007-08. Firstly to decide whether to recover all of the holdback and secondly whether to invest some, or all, of the amount recovered in the University’s strategic investment plan through an SDF grant.
Following discussion, the Board was minded that HEFCE should recover holdback funding. However, the Board considered that it could not determine its position on the University’s continuation option until it had first seen the BDO report and the University’s response, and had received further advice on the powers of the Board and the Accounting Officer. The Board decided to defer decisions on funding for a Strategic Programme Office (to be established by the University but operating independently).
View item: Download the D2009_28386.pdf as PDF (495 KB)
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Date: 18 Dec 2008
Format: Tele-conference
From/To: David Eastwood (HEFCE) to Peter Anwyl and Brian Roper (LMU)
Description: To communicate the outcomes of the HEFCE Board discussions to LMU.View item: D2009/28391 (Adobe PDF)
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Date: 22 Dec 2008
Format: Letter
From/To: David Eastwood (HEFCE) to Brian Roper (LMU)
Description: Confirming, in writing, the outcome of the 17 December 2008 Board meeting.View item: Download the D2009_28393.pdf as PDF (919 KB)
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Date: 23 Dec 2008
Format: Letter
From/To: From ASG 1 (HEFCE) to Brian Roper (VC, LMU)
Description: Full response to LMU’s letter of 24 October 2008 in which Brian had enclosed a report prepared by LMU for their Governors to explain how the holdback had arisen. -
Date: 24 Dec 2008
Format: Letter
From/To: Brian Roper (LMU) to David Eastwood (HEFCE)
Description: Response to letter sent 22 December 2008.View item: Download the D2009_28395.pdf as PDF (421 KB)
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Date: 24 Dec 2008
Format: E-mail
From/To: Lyn Link (LMU) to Assurance 4 (ccd to Derek Hicks, Brian Roper, David Noyce, Chief Executive HEFCE)
Description: E-mail providing partial response to David Eastwood’s letter of 22 December 2008 in relation to the appointment of turnaround specialist.View item: Download the D2009_28393.pdf as PDF (919 KB)
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