The HESES12 process London 20 September 2012 Corinna Chandler
Apr 01, 2015
The HESES12 process
London20 September 2012
Corinna Chandler
• Timetable
• Accessing the blank workbook
• Validation checks
• Credibility checks
• Monitoring the 2012-13 student number control
• Returning the completed workbook
• Data verification period
• HESES re-creation using HESA data
• Further information
The HESES12 process
• September 2012 HESES12 guidance published
• By early HESES12 workbook available for November 2012 colleges to download
• 1 December 2012 Census date
• 11 December 2012 Deadline for survey data to be
(noon) uploaded to HEFCE extranet
• 14 January 2013 Deadline for return to be signed off
• February 2013 Final 2012-13 grant adjustments released
• March 2013 Provisional 2013-14
allocations released
Timetable for return of HESES12
• Release letter sent to HESES contact and head of institution (by e-
mail and post)
• Blank workbook available on HEFCE extranet
• Instructions for using HEFCE extranet and access key required for
blank workbook contained in release letter
• Workbook is password protected to preserve formulae, formats
and loading information
• Data should not be cut/copied and pasted from cell to cell as this
disrupts formulae
Accessing the blank workbook
• Purpose is to ensure invalid data is not submitted
• We will not accept completed workbooks with failed validation checks
• Invalid data is highlighted in red in the workbook
• All validation checks will be detailed in Appendix 2 of HESES12 publication
Validation checks
Validation checks - example
Validation checks - example
• Purpose is to ensure data is credible and that the HESES guidance has been followed
• Two types (both displayed in workbook):
• First stage credibility warnings (orange)
• Automatic highlighting in comparison tables (yellow)
• Institutions can upload workbooks with failed credibility tests, but we need to know the reason why
• All credibility checks will be detailed in Appendix 4 of HESES12 publication
Credibility checks
First stage credibility warnings - example
First stage credibility warnings - example
Automatic highlighting in comparison tables - example
• Student number control (SNC) limit for 2012-13 given in 2012-13
grant table B
• This limit will be monitored using Table 6 of HESES12
• A worksheet in the HESES12 workbook will show a provisional
2012-13 grant adjustment relating to students in excess of the
2012-13 SNC
• Final 2012-13 SNC grant adjustment released February 2013
Monitoring the 2012-13 student number control
• Ensure an audit trail is kept, particularly for forecasted figures
• Refer to the checklist of questions provided in the workbook release letter
• Completed workbook to be uploaded to the extranet (by noon on 11 December 2012)
• When processed a message is displayed explaining whether or not the upload was successful
Returning the completed workbook
• Once completed workbook is uploaded, HEFCE staff will review the data and query where necessary
• Data to be signed off by 14 January 2013
• I will explain more….
Data verification period
• We will use your 2012-13 HESA return to re-create the actual
HESES12 return
• Web facility provided Summer 2013 to assist you in preparation of
your 2012-13 HESA return
• Funding and monitoring data exercise released Spring 2014
• Grant adjustments may arise if significant differences between
original HESES12 return and HESES12 re-creation
HESES re-creation using HESA data
• HESES12 publication (to be published end of September):
• Introductory section of document
• Annex E for guidance on what to do when the tables have been completed
• Appendices for details of validation checks, credibility checks and estimated grant adjustments for 2012-13
• Contact:
Paresh Prema
0117 931 7314
Further information