PFE Online Application Help File

Transcription

1 PFE Online Application Help File Please follow this step-by-step guide to help complete the PFE online application form for Educational Oversight. (Please note, failure to complete all required information may result in ISI not accepting your application). Registering on the PFE website: To register you must click here on the start the application process section. You will now be prompted to provide a name and address. Please complete both fields and click Send Registration Link. 1

2 The following will now be sent to the address you have provided: Clicking Enter new account details will take you to the registration page: Please make a note of your username and password and keep them safe. You details have now been confirmed and the account has been created. Please now click here. 2

3 This will take you back to the sign in page. Please enter your username and password in the Existing Users section. You are now logged in. You will now see to the Eligibility check terms and conditions. 3

4 Application Page Please read the eligibility terms and conditions criteria carefully before agreeing. Failure to meet any of these requirements will result in the application being rejected. College Details Please complete all mandatory fields in this section. 4

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6 College Details (continued) If the college has more than one site, please ensure you provide all additional addresses. Please save the information by clicking Update College Details and now complete the next section. 6

7 Institution Diary In the diary section you can provide details on all non-teaching days/events/conflicts that ISI will take into consideration when scheduling your inspection. You can detail dates and type of event by 7

8 right clicking on a specific date and entering the date range in the pop up Diary Event box. When you have entered all dates please click Update Diary and check the tick box to confirm you have updated all closure periods. You can now move to the next section. Affiliates and Competitors If your institution is part of a group, please enter the name of the company in the Group field. Affiliated institutions are those where it would be appropriate to schedule simultaneous inspections, i.e. separately registered parts of a large school complex. Competitor institutions are those from which it would be inappropriate for an inspector to come from. Any school or college with a close connection should be listed and not just those within the local area. 8

9 Please click add to enter details of any Affiliates or Competitors. A list of all ISI registered institutes will auto populate in a list. Please save and move to next section. If you do not have any known Affiliates and Competitors, please enter not applicable or N/A and save. You can now move to the next section. Institution Numbers In this section we ask you to complete the Course Data Template. If you are a Further Education/Higher Education provider, please complete Q4. If you are an English language provider please complete Q5 only. You must list all courses, levels, awarding bodies and predicted student numbers along with historical student numbers. All courses must meet the criteria for Educational Oversight (ISI reserve the right to reject your application at this stage should the criteria not be met.). 9

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11 Please click save at the bottom of the page. Please now move to the next section. Financial Sustainability Checks Colleges must now supply auditor approved accounts information for the past 3 years (2013/2014/2015). Please complete all fields in the table provided and click Save. You must now also upload the auditor certificate as an attachment. Please click on the box named choose file, and select the file you wish to upload. You may also provide comments in the free text box. Once you have selected the file you can click the Upload button. Please now follow the same procedure to upload the pdf of audited company accounts. Please note these must be the most recent set of audited accounts. The FS outcomes will not be displayed on this page. If the information provided identifies a financial risk, ISI will write to the college directly advising of any further action required. 11

12 Accommodation If you have selected residential or homestay accommodation on the college details page, please complete the sections below and click Save. If you have selected none you do not need to complete this page. Please move to the next section. College Files Please upload evidence of 2 year s teaching. This should include at least one course that fulfils Home Office requirements for students on Tier 4 visas. Evidence could include: Student registrations with an Ofqual recognised awarding body; External examiner reports; Copies of students certificates of completion; List of students registrations, produced by an Ofqual recognised awarding body; List of students results, produced by an Ofqual recognised awarding body; Valid accreditation certificate for the college produced by an Ofqual recognised awarding body. Please name each document that you are uploading clearly. Please upload each document one file at a time by clicking Choose File selecting the file and click Upload. 12

13 Please upload evidence of the institution s address. Evidence could include: Proof of ownership/licence/lease of the college s premises Evidence of appropriate planning permission Please name each document that you are uploading clearly. Please upload each document one file at a time by clicking Choose File selecting the file and click Upload. To complete this section you must now upload the following pdf documents one at time: Organisational Structure (This must be a pdf attachment. Please ensure all key staff names and job titles are provided) 13

14 Governance Arrangements (This must be a pdf attachment. Please ensure to give detail of how the organisation is managed, directed and held accountable for achieving strategic and operational objectives. Key Individuals (Only if applicable. This document should provide details of trustees, shareholders and directors) 14

15 If you have completed all of the application sections you can now proceed to the payment page. You can do this by selecting PFE Application from the left side menu. PFE Application You will now see a checklist. Please ensure you have checked that all sections have been completed, if you have missed anything you can return by selecting continue your application. ISI inspections run quarterly (Phase 1-4) throughout You can now select your 1 st and 2 nd quarter (phase) inspection preferences. (Please note inspection preferences are allocated on a first come first serve basis, therefore we cannot guarantee all requests will be accommodated). If you have provided all the required information please click Proceed with payment. 15

16 Payment Details: Please enter all the fields in this section. The details must match those of the card billing details. By clicking Proceed, you will be taken to the secure payments page. You will now be taken to the Educational Oversight Registration fee declaration. Please understand that by making the payment we will review the application against all criteria. Only if the college meets all criteria will the application be accepted. ISI fees are non-refundable. Should the application be accepted, an application fee of 1200 will be due. Please click Make payment 16

17 Please select your payment method by selecting the type of card. Please enter all card details correctly. You can now proceed. Please note - If you do not see the Thank you message, your payment has been unsuccessful. And you will receive the following message: 17

18 Dear Colleague, We have not received your payment of the registration fee. Therefore we cannot process your application for Educational Oversight on behalf of [CollegeName], [CompanyNumber]. You must make sure payment is made before 31 August 2015 or your application will be rejected. Best wishes, PFE Operations Team Independent Schools Inspectorate Any applications that are submitted without payment will not accepted under any circumstances. Please try to make the payment again. Upon successful payment, you will see the following message: You will also receive the following Dear Colleague, Thank you for payment of the registration fee. We confirm that we have received your application for Educational Oversight with ISI on behalf of [CollegeName], [CompanyNumber]. We will be in contact in due course to notify you if your application has been successful. Best wishes, PFE Operations Team Independent Schools Inspectorate 18

19 What next? ISI will conduct a review of all applications. You should receive an notification to advise you of the decision no later than 20th October Unless you have a general query with regard to the application process, please do not contact us before this date as we will not be able to give you a decision. Thank you for your co-operation! PFE Operations Team 19