Period 12, July · 2026–27
R12
The end of the funding year. Delivery stops here, but the data does not: the remaining returns exist to make the record accurate.
Preparation
Preparation for this return normally starts about 14 days out.
Readiness checklist
Generate a checklist scoped to this return, your streams and your role.
Generate itThis date follows the published monthly pattern and is marked provisional in the Academy until it has been reconciled against the official timetable. Confirm it against Data Collection Timetable 2026 to 2027 before planning around it.
What this return drives
- Earnings for July and the end of the delivery year.
What each role should do
MIS or ILR officer
Before
- Record every completion, withdrawal and outcome that is known.
- Identify everything that is still missing and who has to supply it.
After
- Produce the definitive list of what must be resolved before the final return.
Curriculum manager or head of department
Before
- Supply every outstanding result and leaving date now, while the information is still to hand.
Data, BI or performance analyst
Before
- Model the achievement rate on the current position and identify what is still fixable.
After
- Brief curriculum and quality on where the achievement rate stands.
Checks before you submit
- Every completion and withdrawal known at the end of the year is recorded.
- Every aim that has ended carries an outcome, or the reason it does not is known.
- The achievement position has been modelled and understood.
- Run validation locally before submitting, and work the errors by rule rather than record by record.
- Check learners still recorded as in learning whose planned end date has passed.
- Check aims that have ended with no outcome recorded.
- Reconcile the funding report for the period against your own expectation, and explain any movement since last period.
- Confirm withdrawals notified by curriculum this month have actually been recorded.
Sign-off
- MIS confirms the year-end data position and what remains outstanding.
After submission
- Download and keep the funding reports for the period. They are your record of what the submission earned.
- Circulate the reconciliation position to Finance, with the explanation for any movement.
- Log any issue you could not resolve in time, so it is picked up rather than forgotten next month.
- Circulate the definitive pre-R14 action list with owners and dates.
What commonly goes wrong
- Results known to teaching staff but never passed to MIS before staff leave for the summer.
- Withdrawals from the final weeks of the year never recorded.
Each of these has a full diagnostic in the error and assurance lookup, with the causes, the investigation, the fix and the control that prevents it.
Sources
These are the official documents this page rests on. Where a figure, a deadline or an exact rule matters, the document is the authority and this page is the explanation.
Content reused from GOV.UK is Crown copyright, used under the Open Government Licence. FEFunding is not endorsed by the Department for Education.