English and maths condition of funding calculator

What it is and who it is for

Students without a GCSE grade 9 to 4 in English or maths must keep studying the subject as a condition of their 16 to 19 funding. Where the funding value of students who do not meet the condition is more than 2.5% of the value of all students, DfE removes funding from an allocation two years later. This calculator applies each year's published rules to your own reports so you can see where you stand, and which students to look at, before DfE does.

• For MIS, funding and data teams, maths and English managers, and finance and senior leaders in colleges and other providers funded through the 16 to 19 ILR funding reports.
• Uses two DfE funding reports: the 16 to 19 Summary of Funding by Student and the Maths and English report, for the same provider, year and return.
• Gives an estimated deduction, the known non-compliance as a share of funding value, the students to investigate, and data-quality checks that stop the headline when the data cannot support it.

How the calculation works

1. Each funded student in scope is given their national funding value: the national rate for their funding band from the year's rates and formula guidance. The report's Total funding column and student headcount are not used.
2. Each student is assessed in English and in maths from the statuses in the Maths and English report. A student who fails either subject is counted once, at their full national value.
3. The tolerance is 2.5% of the total national value of all in-scope students.
4. The estimated deduction is half of the known non-compliant value above the tolerance.

Formula: Estimated deduction = 0.5 × max(0, known-fail national value − 0.025 × total national value)

Students the reports cannot classify are kept apart as unresolved, with the extra deduction they could add if they all failed. Invalid or unreconciled data withholds the headline rather than showing a figure that cannot be relied on. A £0 estimate means known failures are within tolerance on that snapshot, not that every student complies.

All-years SQL headline for dashboards

• It is an optional companion to the year toolkits, not a standalone funding calculator. It recalculates nothing: each row is that year's own headline, with its own rules and rates.
• Install each year's SQL toolkit first (scripts 02 to 05) in the same reporting database, then run 09_All_Years_Headline.sql.
• No upload to this website and no server-side connection to your college's SQL Server is needed.
• Before a dashboard refresh, run EXEC fefunding_all.usp_CoF_Check_Completeness;. It stops with an error unless every expected year is present exactly once and valid.

Each year page explains installation, snapshots and how to read the view in dashboards.

Official sources

For an overview of the rules themselves, see the guide to the maths and English condition of funding.