Guidance

FIS release guide: 2024 to 2025

Updated 25 June 2025

Applies to England

The Education and Skills Funding Agency (ESFA) closed on 31 March 2025. All activity has moved to the Department for Education (DfE).

Funding Information System (FIS) is an offline tool that:

  • imports and validates an individualised learner data (ILR) submission
  • performs funding calculations
  • exports ILR data as CSV or SQL files

You can use FIS to check your individualised learner data (ILR) against the validation rules before making an ILR submission.

All versions of FIS have only been tested using the standard setup. Any deviations from this setup are unsupported.

FIS has been tested and proven to be compatible with Microsoft SQL Server 2019 and above.

This guidance supplements each new release of the FIS. It describes the changes and other notable information about the desktop application across the 2024 to 2025 funding year for which FIS is active. 

It does not provide user guidance for the whole application. See the relevant documentation in the FIS user guide: 2024 to 2025.

2024 to 2025 version history

FIS can be downloaded from .

The release with the highest version number will always be the latest version available. Unless there is a relevant ‘Known Issue’, users are advised to select this version when processing ILR data to achieve the most up-to-date results from FIS.

Every release of FIS will contain up-to-date reference data that has also been loaded to Submit Learner Data, including:

  • funding calculations
  • find a learning aim (FALA) – previously known as the learning aim reference service (LARS)
  • organisation data updates

Version

Date uploaded

What we’ve changed
2425.10 16 June 2025 Functionality:
Update rule R151
Update LearnDelFAMDateTo_02, R150
Update rule LearnDelFamType_129
Update rule DD36
2425.9 17 March 2025 Functionality:
Integrate to FIS:
New Rule - R151
New Rule - LearnDelFamType_129
New Rule - LearnDelFamType_130
Update LearnDelFamType_123
Update ProgType_23
Update R148
2425.8 17 February 2025 Functionality:
Update rule Outcome_11
2425.7 21 January 2025 Functionality:
Bug Fix - Resolved .Net dependency in the download
2425.6 20 January 2025 Functionality:
Bug Fix - Not able to launch the application
Bug Fix -T Level year 3 student - StartFund incorrectly set to 0
2425.5 15 January 2025 Functionality:
Bug Fix -T Level year 3 student - StartFund incorrectly set to 0
2425.4 13 December 2024 Functionality:
Bug Fix - FM25 funding band
Integrate to FIS:
New Rule R147
New Rule FundModel_21
New Rule FundModel_20
New Rule EmpStat_21
New Rule LearnAimRef_154
New Rule Outcome_11
New Rule R149
New Rule R150
Update Rule LearnDelFamType_124
Update Rule LearnAimRef_102
Update Rule LearnAimRef_103
Update Rule LearnAimRef_104
Update Rule LearnAimRef_105
Update Rule LearnAimRef_112
Update Rule ESMType_08
Update Rule LearnAimRef_111
Update Rule LearnAimRef_110
Update Rule LearnAimRef_113
Update Rule LearnAimRef_129
Update Rule LearnAimRef_131
2425.3 13 November 2024 Functionality:
Fix applied to Devolved Funding Summary report
Integrate to FIS:
New Rule FundModel_19
Update Rule LearnAimRef_147
Update Rule LearnDelFamType_123
Update Rule ULN_06
Update Rule ULN_07
Update Rule LearnFAMType_16
Update Rule LearnAimRef_136
Update Rule LearnAimRef_138
Update Rule LearnAimRef_139
Update Rule LearnAimRef_140
Update Rule LearnAimRef_141
Update Rule LearnAimRef_142
Update Rule LearnDelFamType_125
Update Rule DateofBirth_56
2425.2 13 September 2024 Functionality:
Update LearnDelFamType_09
Update LearnAimRef_133
Fix to disadvantaged uplift calculation for FM38 learners
R148 integrated into FIS
Fix applied to FM25 funding bands
2425.1 14 August 2024 First release of FIS 2024 to 2025
Functionality:
New rule - LearnAimRef_151

Available reports

Reports Format 2024 to 2025
16-19 Funding calculation full output report Excel Y
16-19 Funding Claim Report Excel Y
16-19 Summary of Funding by Student Report CSV Y
Adult Funding Claim Report Excel Y
ALLB Occupancy report CSV Y
Apps Indicative Earnings Report CSV Y
CL Summary of Learners by Non-Single Budget Category Report Excel Y
Devolved Adult Education Funding Summary Report Excel Y
Devolved Adult Education Occupancy Report CSV Y
Funding Summary Report Excel Y
High Needs Students Detail Report CSV Y
High Needs Students Summary Report Excel Y
Main Occupancy Report CSV Y
Maths and English Report CSV Y
OfS HE Quality Control Report Excel Y
Rule Violation Report CSV Y
Rule Violations Summary Report Excel Y
Summary of Funding Model 35 Funding Report CSV Y
Trailblazer Apprenticeships Employer Incentives Report CSV Y
Trailblazer Apprenticeships Occupancy Report CSV Y

Known issues

While we try to ensure FIS is accurate, if any issues are identified they will be captured in the FIS known issues 2024 to 2025 document filtering on the ‘Active’ statuses.

Contact us

If you have a question regarding FIS and its functionality, contact the Service Desk using the .

Before reporting issues, ensure that you:

  • are using the latest available version of FIS
  • have followed the installations guidance in the FIS user guide: 2024 to 2025
  • have checked that the reference data is up to date – we usually refresh this twice monthly
  • have checked the known issues document, as the issue may already be identified
  • send screenshots with any queries (where possible)
  • confirm which version of FIS the issue was found in