Regulatory advice 14: Guidance for providers for the annual financial return

This regulatory advice and guidance sets out the information that a provider is required to submit as part of its annual financial return to the Office for Students (OfS). These documents expand on the elements of the F3 and F4 notice letter and schedule, issued on 31 July 2019, referring to the Finance Return and the Financial Forecasts and Student Projections.

The deadlines for submission, as they apply to each provider, and details of how to access the bespoke workbook that the provider will need to complete and submit, will be issued to Accountable Officers shortly.

The return applies to providers that are registered with the OfS in either the Approved or Approved (fee cap) category of the OfS Register. However, where a provider is a further education college or a sixth form college under the primary regulation of the Education and Skills Funding Agency (ESFA), it is not required to submit this financial data to the OfS. For such providers, the OfS works closely with the ESFA to ensure that it is able to undertake appropriate monitoring of financial viability and sustainability.

A non-interactive copy of the workbook template can be downloaded for reference (please note that providers should not submit this document, as we will provide bespoke, pre-populated versions for providers to download, complete and submit).

Ref:
OfS 2019.44
Date:
28 October 2019

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