WORKING IN PARTNERSHIP WITH UCAS

ALAN BRADSHAW, 3RD PARTY SERVICES MANAGER, SLC

S CO O S G C SKATE WESTMACOTT, NATIONAL PARTNERSHIP MANAGER, UCAS

Introductions and Agenda

• Partnership history

• Data sharing backgroundData sharing background

• Working in partnership

• Future developments

SLC Background

• SLC are a UK public sector organisation established to provide financial services, in terms of loans and grants to over 1 million students annually within the UK.

• One of the key roles is to deliver financial support to eligible students pursuing higher education.

• Our other key responsibility is the administration of the collection of repayments from over 2 million customers no longer in Higher p y g gEducation.

UCAS Background

• UCAS is responsible for managing applications to Higher Education courses across the UK.

• UCAS process over 2 million applications for full time undergraduate courses each year and also run the application services for postgraduate taught courses (UKPASS), postgraduate teacher training (GTTR) and music conservatoires (CUKAS).

• UCAS is a registered charity which has been helping applicants g y p g ppaccess HE since the 1960s.

PARTNERSHIP HISTORY

SLC/UCAS Partnership History

• SLC and UCAS share the same customer base.

• Both SLC and UCAS wanted to explore alignments and makeBoth SLC and UCAS wanted to explore alignments and make improvements.

• So what did we do?• So what did we do?

• How are we working together?

Managing the Relationship

Mi k L t M C k C k• Chief executive Mick Laverty Mary Curnock Cook

D id W ll• Director

David WallaceDeputy Chief Executive & Director

of Strategic Development

Cathy GilbertDirector of Customer Strategy

• Senior management Paul SmithHead of Business Development

Marianne FitzjohnAssistant Director, Customer

Strategy

• Operational Alan BradshawThird Party Services Manager

Kate WestmacottNational Partnership Manager

DATA SHARING BACKGROUND

Background on how Data Sharing operatesBackground on how Data Sharing operates

• What are the benefits of online Data Sharing– More joined up user journey– Acts a prompt for Student Finance– Data only entered once– Potential to reduce fraud

• How successful is data sharing– Target set 60%– Achieving 60%g

UCAS/SLC Data Sharing – AY 11/12, AY12/13

UCAS/SLC Data Sharing

100

60708090

100

arin

g %

AY 11/12

1020304050

Dat

a Sh

a AY 11/12 AY 12/13

010

March

April

May

June

July

Aug

Sep

Oct

Nov

Dec

Personal data shared Course choice data shared

• Personal DetailsFull Name, DOB, Sex, T l N E M il Add

• Choice Number (1 to 5 of the course choices)

• Institution CodeTel Nos, E-Mail Address

• Correspondence Address

• Institution Code• Institution Name• Course Code

• Home Address

• Course Title• Campus Code• Course Start Date

SLC Data Sharing Route at Online Registration- add screen shot of SLC registration page – course choices

Online Registration – SLC (Student Finance)- add screen shot of SLC registration page – personal details

UCAS Track page

Sharing of Management Information

• What MI is shared– UCAS/GTTR Weekly Activity– Course Changes/CancellationsCourse Changes/Cancellations – Daily Clearing Activity– DSA data

• What do we with data– Planning/Forecasting– Budgeting– Resourcing

WORKING IN PARTNERSHIP

UCAS Apply

• Student finance page

• Domicile based.

• Content can be tailored for each domicile.

• Bespoke questions which captures useful MI.

Apply page is in addition to data share questions asked in Track• Apply page is in addition to data share questions asked in Track.

UCAS Apply page (SFE)

UCAS Apply: Benefits

• Request to obtain consent for data sharing is more visibleRequest to obtain consent for data sharing is more visible.

• Improves applicant journey – reminds them to consider their student finance options.

• Helps to promote data sharing which helps improves efficiency for the SLC – by promoting electronic data sharing to more applicants.

• Allows UCAS/SLC to identify those interested in applying for student• Allows UCAS/SLC to identify those interested in applying for student finance and communicate with them.

• Applicants can be sent a reminder of when to apply for student finance d th t th T kand that they can use Track.

UCAS Apply 2012UCAS Apply 2012 Responses to student finance questions

I will be applying for Student Finance

UCAS Apply 2012UCAS Apply 2012 Responses to student finance questions

I want to share my details with the SLC (I will be applying = Yes or Don’t Know only)

UCAS Apply 2012UCAS Apply 2012 Responses to student finance questions

I want UCAS to send me a reminder(I will be applying = Yes or Don’t Know only)

Reminder e-mails

• UCAS will send a reminder e-mail on how and when to apply forUCAS will send a reminder e mail on how and when to apply for Student Finance, to each applicant that requested one during their Apply 2012/13 application.

T d t 467 000 li t h t d th i d• To date over 467,000 applicants have requested the reminder email.

• These will be sent to applicants served by Student Finance England ; Student Finance Wales and Student Finance Northern Ireland to accommodate the different opening dates for application.

• A similar arrangement is being negotiated with the Student AwardsA similar arrangement is being negotiated with the Student Awards Agency for Scotland (SAAS) for applicants domiciled in Scotland (for next year YOE 2013).

FUTURE DEVELOPMENTS

Future plansFuture plans

• The White Paper on Higher Education:Students at the Heart of the SystemStudents at the Heart of the System [June 2011]

‘We have asked the SLC and UCAS to develop a single application portal andintegrated application processes for both higher education and student financeg pp p gapplications, which would provide a seamless customer experience where datacommon to both applications is entered only once’. [Section 2.22 : Page 32]

• Action – Student Journey Integration Project

Future plansFuture plans

• Explore the potential of integration of front end application systems

• Data sharing improvement for online registration

• Course confirmation for Student Finance assessments

• Graduate destinationsG aduate dest at o s

• SLC e-mail communications

• How do we integrate course databases – UCAS and SLC

• Student Finance prompting at offer stage

QUESTIONS?