The Assembly Learning Grants and Loans (Higher Education) (Wales) (Amendment) Regulations 2006

Welsh Statutory Instrument 2006 No. 1863 (W.196)

The Assembly Learning Grants and Loans (Higher Education) (Wales) (Amendment) Regulations 2006

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STATUTORY INSTRUMENTS

2006 No. 1863 (W.196)

EDUCATION, WALES

The Assembly Learning Grants and Loans (Higher Education) (Wales) (Amendment) Regulations 2006

	Made	12 July 2006
	Coming into force	14 July 2006

Title, commencement and application

—(1) The title of these Regulations is the Assembly Learning Grants and Loans (Higher Education) (Wales) (Amendment) Regulations 2006.

(2) These Regulations come into force on 14 July 2006 and apply in relation to Wales.

Interpretation

In these Regulations—

"The Principal Regulations" mean the Assembly Learning Grants and Loans (Higher Education) (Wales) Regulations 2006[

Amendment of Principal Regulations
3. The Principal Regulations are amended as follows.

4. In regulation 2(1)—

(a) omit the sub-paragraphs defining the following terms—

"EEA Agreement" ("Cytundeb yr AEE");

"EEA migrant worker" ("gweithiwr mudol yr AEE");

"European Economic Area" ("Ardal Economaidd Ewropeaidd"); and

"Switzerland Agreement" ("Cytundeb y Swistir"); and

(b) in the appropriate place in alphabetical order insert—

benthyciad ffioedd coleg

ffioedd

5. In regulation 2, omit paragraphs (2) to (5).

6. Insert after paragraph (4) of regulation 3, the following paragraph—

" (4A) For the purposes of paragraphs (2) to (4), any reference to the Secretary of State in relation to any function conferred on the Secretary of State by the Regulations referred to in those paragraphs, is to be read in relation to Wales as a reference to—

     7. In regulation 4(2)(a), before the words "Schedule 1" insert the words "Part 2 of".

     8. In regulation 6(4), after the words "Despite paragraph (1)" insert the words "and subject to paragraph 6(4B).".

     9. After regulation 6(4) insert—

" (4A) Paragraph (4B) applies to—

(d) an old system eligible student who is a student on an end-on course of the kind described in paragraphs (a) and (b) of the definition of "end — on course" in regulation 2.".

10. After regulation 6(4A) (as inserted by regulation 9 above), insert—

" (4B) Despite paragraph (1), an eligible student to whom this paragraph applies is only eligible for grants or loans for fees and grants for living costs in respect of the present course for the number of academic years equal to (D + X)−Pr C.".

11. In regulation 6(9) insert—

(a) after paragraph (a)—

(b) after paragraph (c )—

     12. In regulation 7(1), for "paragraph (3)" substitute "paragraphs (3) and (3A)" and omit the words "or a grant for living costs".

     13. In regulation 7(2) for the words "paragraphs (3) and (4)" substitute the words "paragraphs (3A) and (4)".

     14. After regulation 7(3) insert—

" (3A) Where the present course is considered to be a single course because of regulations 5(4) and 5(5) and it leads to an honours degree from an institution in the United Kingdom being conferred on the eligible student before the final degree or equivalent qualification, the eligible student is not prevented from qualifying for support under paragraph (1) or (2) in respect of any part of the single course by virtue of having that honours degree.".

15. For regulation 7(4) substitute—

" Paragraph (2) does not apply where—

16. After regulation 7(7) insert—

" (8) Paragraphs (6A) and (6B) of regulation 18 extend the provisions of this regulation relating to qualification for fee loans and fee grants to the grants for living costs referred to in those paragraphs, subject to specified exceptions.".

17. For regulation 10(2)(a), substitute the following—

18. Omit regulation 10(2)(b) and (c).

19. After regulation 11 insert the following new Part—

" PART 3A
APPLYING FOR GRANTS AND LOANS FOR FEES
Fee Support Generally

11A.

—(1) No grant under Part 4 or loan under Part 5 in respect of an academic year may exceed the fees payable by the student in respect of that academic year.

(2) To receive a loan under these Regulations the student must enter into a contract with the National Assembly.

Students becoming eligible during the course of an academic year

11B.

Where any of the events listed in regulation 11C occurs in the course of an academic year—

Events
11C. The events are—

(a) the student's course becomes a designated course;

(b) the student, his or her spouse, his or her civil partner or his or her parent is recognised as a refugee or becomes a person with leave to enter or remain (as defined in Part 1 of Schedule 1);

(c) a state accedes to the European Community where the student is a national of that state or a family member (as defined in Part 1 of Schedule 1) of a national of that state;

(d) the student becomes a family member (as defined in Part 1 of Schedule 1) of an EC national;

(e) the student acquires the right of permanent residence (as defined in Part 1 of Schedule 1);

(f) the student becomes a person described in paragraph 6(1)(a) of Schedule 1; or

(g) the student becomes the child of a Swiss national.".

     20. In the headings for Part 6 and regulation 18 after the words "for living" insert the words "and other".

     21. In regulations 18(1), 18(2), 18(3), 18(5) and 18(7) omit the words "for living costs" wherever they appear.

     22. In regulation 18(2) substitute for the words "from 1 to 8 of Schedule 1 into which the student falls is paragraph 7", the words "in Part 2 of Schedule 1 into which the student falls is paragraph 9".

     23. After regulation 18(6) insert—

" (6A) Subject to paragraph (6B), an eligible student does not qualify for a grant under regulation 28, 29 or 30 in respect of an academic year of the designated course if the student does not qualify for relevant support in respect of that academic year .

(6B) Paragraph (6A) does not apply if the reason that the student does not qualify for relevant support is because—

(6C) In paragraph (6A) "relevant support" means, in the case of a grant under regulation 28, a grant for fees, or, in the case of a grant under regulation 29 or 30, a loan for fees.".

24. In regulation 18(8)(b) substitute for the words "mentioned in paragraph 3 of Schedule 1", the words "defined in Part 1 of Schedule 1", and omit the "or" preceding that sub-paragraph.

25. After regulation 18(8)(b) insert—

     26. In regulation 30(2) after "1992" insert the words ", or if he or she is treated as being liable to make payments in respect of a dwelling prescribed by regulations made under section 130(2) of that Act".

     27. In regulation 30(5)(c), after "£26,500," insert "or the student opts when applying for the grant not to provide the information needed to calculate the household income,".

     28. In regulation 30(6)(d) for the word "maintenance" substitute the words "special support".

     29. In regulation 31(3) substitute for the words "from 1 to 8 of Schedule 1 into which the student falls is paragraph 7", the words "in Part 2 of Schedule 1 into which the student falls is paragraph 9".

     30. In regulation 39(2)(b) substitute for the words "mentioned in paragraph 3 of Schedule 1", "defined in Part 1 of Schedule 1".

     31. After regulation 39(2)(b) insert—

32. After regulation 44, insert—

" PART 8A
COLLEGE FEE LOANS

44A.

A college fee loan is available to an eligible student in accordance with Schedule 3A.".

33. After regulation 50(1), insert—

" (1A) The National Assembly may confer eligibility for support under this Part on a person who—

     34. In regulation 50(2)(a), before the words "Schedule 1" insert the words "Part 2 of".

     35. In regulation 50(7) substitute for the words "from 1 to 8 of Schedule 1 into which he falls is paragraph 7", the words "in Part 2 of Schedule 1 into which the student falls is paragraph 9".

     36. For paragraphs (13) and (14) of regulation 50, substitute—

" (13) Where one of the events listed in paragraph (14) occurs in the course of an academic year—

“(13A) Where one of the events listed in sub-paragraphs (a), (b), (e), (f), (g) or (h) of paragraph (14) occurs in the course of an academic year—

(14) The events are—

     37. In regulation 53(5)(g) for the figure "£9.50" substitute the figure of "£2.00".

     38. In regulation 53(6)(a), for the figures "£9.50", "£7.63" and "£5.93", substitute the figures "£15.92", "£12.79" and "£9.94", respectively.

     39. Omit regulation 55(3)(a) and for regulation 55 (3)(b) substitute the following—

     40. In regulation 62(3)(a), before the words "Schedule 1" insert the words "Part 2 of".

     41. In regulation 62(7), substitute for the words "from 1 to 8 of Schedule 1 into which he or she falls is paragraph 7", the words "in Part 2 of Schedule 1 into which the student falls is paragraph 9".

     42. For Schedule 1, substitute the Schedule set out in Schedule 1 to these Regulations.

     43. After Schedule 3, insert Schedule 3A as set out in Schedule 2 to these Regulations.

     44. For paragraph 3(4) of Schedule 4 substitute—

" (4) For the purpose of calculating the contribution payable in respect of a parent student, the residual income of the parent student's partner must not be aggregated under paragraph (b) of sub-paragraph (2) in the case of a parent student whose child or whose partner's child holds an award in respect of which the household income is calculated with reference to the residual income of the parent student or of the parent student's partner or of both"..

45. For paragraph 4(2) of Schedule 4 substitute—

" (2) Where the only paragraph in Part 2 of Schedule 1 into which an eligible student falls is paragraph 9 and his or her income arises from sources or under legislation different from sources or legislation normally relevant to a person referred to in paragraph 9 of Schedule 1, his or her income is not disregarded in accordance with sub-paragraph (1) but is instead disregarded to the extent necessary to ensure that he or she is treated no less favourably than a person who is referred to in any paragraph of Part 2 of Schedule 1 would be treated if in similar circumstances and in receipt of similar income.".

46. In paragraphs 10(4)(b) and (c) of Schedule 4 insert after the words "exceeds £22,560" the words "where the student is an old system student or exceeds £37,900 where the student is a new system student.".

47. After paragraph 10 of Schedule 4 insert the following new paragraph—

" Split contributions— independent eligible students

11.

—(1) Where a contribution is payable under paragraph 8 or 9 in relation to an independent eligible student with a partner, the contribution is payable in accordance with the following sub-paragraphs—

(a) for any year in which a statutory award other than an award referred to in paragraph (b) of this sub-paragraph is held by the independent eligible student's partner, the contribution payable in respect of the independent eligible student is such proportion of any contribution calculated under paragraph 8 or 9 as the National Assembly after consultation with any other authority involved considers just;

(b) subject to the following sub-paragraphs, for any year in which an award payable under these Regulations, the Education (Mandatory Awards) Regulations 2003[

(2) Subject to sub-paragraph (3), there is added to a parent student's residual income for the purpose of calculating the contribution to his or her statutory award any sum remaining—

(3) Where a parent student has a partner who is also an eligible student and whose income is taken into account in assessing the contribution in relation to the children in sub-paragraph (2), half of the sum calculated under sub-paragraph (2) is added to the parent student's residual income.".

Signed on behalf of the National Assembly for Wales under section 66(1) of the Government of Wales Act 1998[5]

D. Elis-Thomas
The Presiding Officer of the National Assembly

12 July 2006

SCHEDULE 1

Regulation 42

Schedule substituted for Schedule 1 to the Principal Regulations

" SCHEDULE 1

Regulations 3(3), 4(2), 10(2)(b), 10(2)(c), 18(2), 18(8)(b), 26(2)(f), 31(3), 38, 39(2)(b), 50(2)(a), 50(7), 50(14)(b), 55(3)(b), 62(3)(a), 62(7) and Schedule 4(4)(a)

Eligible Students

PART 1
Interpretation
1. —(1) For the purposes of this Schedule—

"Directive 2004/38" ("Cyfarwyddeb 2004/38") means Directive 2004/38/EC of the European Parliament and of the Council of 29th April 2004[

gwladolyn y GE

Cytundeb yr AEE

person hunan-gyflogedig

gweithiwr y ffin o

r AEE

gweithiwr mudol o

r AEE

gwaldolyn GE

person hunan-gyflogedig o

r AEE

Gwladwriaeth AEE

person cyflogedig

Ardal Economaidd Ewropeaidd

aelod o deulu

(b) in relation to a Swiss employed person, a Swiss frontier employed person, a Swiss frontier self-employed person or a Swiss self-employed person—

(d) in relation to an EC national who is self sufficient—

(iii) dependent direct relatives in his or her ascending line or that of his or her spouse or civil partner;

(e) in relation to a United Kingdom national, for the purposes of paragraph 9—

person sydd â chaniatâd ganddo i ddod i mewn neu aros

Hawl i breswylio

barhaol

person hunan-gyflogedig

hunangynhaliol

wedi setlo

Cytundeb y Swistir

person cyflogedig Swisaidd

person cyflogedig Swisaidd y ffin

person hunan-gyflogedig Swisaidd y ffin

person hunan-gyflogedig Swisaidd

gwladolyn y Deyrnas Unedig

gweithiwr

(2) For the purposes of this Schedule, "parent" includes a guardian, any other person having parental responsibility for a child and any person having care of a child and "child" is to be construed accordingly.

(3) For the purposes of this Schedule, a person who is ordinarily resident in Wales, England, Scotland, Northern Ireland or the Islands, as a result of having moved from another of those areas for the purpose of undertaking—

is to be considered to be ordinarily resident in the place from which he or she moved.

(4) For the purposes of this Schedule, a person is to be treated as ordinarily resident in Wales, the United Kingdom and Islands or in the territory comprising the European Economic Area and Switzerland if he or she would have been so resident but for the fact that—

is or was temporarily employed outside Wales, the United Kingdom and Islands or, as the case may be, outside the territory comprising the European Economic Area and Switzerland.

(5) For the purposes of sub-paragraph (4), temporary employment outside Wales, the United Kingdom and Islands or the territory comprising the European Economic Area and Switzerland includes—

(6) For the purposes of this Schedule an area which—

is to be considered to have always been a part of the European Economic Area;

PART 2

Categories

Persons who are settled in the United Kingdom

(2) Paragraph (d) of sub-paragraph (1) does not apply to a person who is treated as being ordinarily resident in the United Kingdom and Islands in accordance with paragraph 1(4).

3. A person who—

Refugees and persons with leave to enter or remain
4. A person who

(b) is ordinarily resident in Wales on the first day of the first academic year of the course.

5. A person who—

(b) is ordinarily resident in Wales on the first day of the first academic year of the course; and

(c) has been ordinarily resident in the United Kingdom and Islands throughout the three-year period preceding the first day of the first academic year of the course.

Workers, employed persons, self-employed persons and their family members
6. —(1) A person who—

(b) subject to sub-paragraph (2), is ordinarily resident in Wales on the first day of the first academic year of the course; and

(c) has been ordinarily resident in the territory comprising the European Economic Area and Switzerland throughout the three-year period preceding the first day of the first academic year of the course.

(2) Paragraph (b) of sub-paragraph (1) does not apply where the person applying for support falls within paragraph (a)(iv), (v) or (vi) of sub-paragraph (1).

7. A person who—

Persons who are settled in the United Kingdom and have exercised a right of residence elsewhere
8. —(1) A person who—

(2) For the purposes of this paragraph, a person has exercised a right of residence if he or she is a United Kingdom national, a family member of a United Kingdom National for the purposes of Article 7 of Directive 2004/38 (or corresponding purposes under the EEA Agreement or Swiss Agreement) or a person who has a right of permanent residence who in each case has exercised a right under Article 7 of Directive 2004/38 or any equivalent right under the EEA Agreement or Swiss Agreement in a state other than the United Kingdom or, in the case of a person who is settled in the United Kingdom and has a right of permanent residence, if he or she goes to the state within the territory comprising the European Economic Area and Switzerland of which he or she is a national or of which the person in relation to whom he or she is a family member is a national.

EC nationals
9. —(1) A person who—

(b) is—

(c) has been ordinarily resident in the territory comprising the European Economic Area and Switzerland throughout the three-year period preceding the first day of the first academic year of the course; and

(d) subject to sub-paragraph (2), whose ordinary residence in the territory comprising the European Economic Area and Switzerland has not during any part of the period referred to in paragraph (c) been wholly or mainly for the purpose of receiving full-time education.

    (2) Paragraph (d) of sub-paragraph (1) does not apply to a person who is treated as being ordinarily resident in the territory comprising the European Economic Area and Switzerland in accordance with paragraph 1(4).

    (3) Where a state accedes to the European Community after the first day of the first academic year of the course and a person is a national of that state or the family member of a national of that state, the requirement in paragraph (a) of sub-paragraph (1) to be an EC national on the first day of the first academic year of the course is treated as being satisfied.

     10. —(1) A person who—

(2) Where a state accedes to the European Community after the first day of the first academic year of the course and a person is a national of that state, the requirement in paragraph (a) of sub-paragraph (1) to be an EC national other than a United Kingdom national on the first day of the first academic year of the course is treated as being satisfied.

Children of Swiss nationals
11. A person who—

SCHEDULE 2

Regulation 43

" SCHEDULE 3A

Regulation 44A

COLLEGE FEE LOANS

Interpretation
1. In this Schedule—

cwrs cymhwyso

(b) "qualifying student" ("myfyriwr cymhwysol") means a person who meets the conditions in paragraph 3;

(c) "standard academic year" ("blwyddyn academaidd safonol") means an academic year of the qualifying course that would be taken by a person who does not repeat any part of the course and who enters the course at the same point as the qualifying student.

Availability of college fee loans
2. A person qualifies for a college fee loan in connection with his or her attendance on a qualifying course in accordance with this Schedule.

3. A person qualifies for a college fee loan if he or she meets the following conditions—

     4. An eligible student who falls within paragraph 9 of Schedule 1 does not qualify for a college fee loan under these Regulations if he or she is ordinarily resident in England, Scotland or Northern Ireland.

     5. To receive a college fee loan, a qualifying student must enter into a contract with the National Assembly.

     6. A disabled student who is undertaking a qualifying course in the United Kingdom but who is not in attendance because he or she is unable to attend for a reason which relates to his or her disability is treated as if he or she were in attendance on the qualifying course for the purpose of qualifying for the college fee loan.

     7. Where one of the events listed in paragraph 8 occurs in the course of an academic year—

8. The events are—

     9. A college fee loan is available in respect of each standard academic year of the qualifying course and in respect of one academic year of the qualifying course that is not a standard academic year.

     10. Where a qualifying student is allowed to study the content of one standard academic year of the qualifying course over two or more academic years, for the purpose of determining whether the student qualifies for a college fee loan for those years, the first of such years of study is to be treated as a standard academic year and the following years of that kind are to be treated as academic years that are not standard academic years.

Amount of the college fee loan
     11. —(1) The amount of the college fee loan in respect of an academic year of a qualifying course is an amount equal to the college fees payable by the student to his or her college or permanent private hall in connection with that year.

    (2) Where a qualifying student has applied for a college fee was of less than the maximum amount available in relation to the academic year, he or she may apply to borrow an additional amount which, when added to the amount already applied for, does not exceed the maximum amount available.

Transfers
     12. Despite regulation 8, where a qualifying student transfers from one qualifying course to another—

Contribution
     13. Where the only support that a qualifying student is applying for is the college fee loan, no contribution is calculated.

Payment
     14. —(1) The National Assembly must pay the college fee loan for which a qualifying student qualifies to the college or permanent private hall to which the student is liable to make payment.

    (2) The National Assembly must pay the college fee loan in one lump sum.

    (3) The National Assembly must not pay the college fee loan before—

(4) The college or permanent private hall is required to send confirmation of attendance to the National Assembly in such form as the Assembly may require and the National Assembly must not pay the college fee loan in respect of the academic year until it has received that confirmation unless it determines that owing to exceptional circumstances, it would be appropriate to make a payment without receiving an attendance confirmation.

(5) The National Assembly must not make a payment of college fee loan in respect of a qualifying course if—

Overpayment
15. Any overpayment of college fee loan is recoverable by the National Assembly from the college or permanent private hall.".

EXPLANATORY NOTE

(This note is not part of the Regulations)