Proposed Funding Changes for 2014-15

Presented by Christine Atkinson and Dr Jane Gould

Principles

Same as 2013-14 • Keep the amount of funding the same within each phase (primary and secondary) • Minimise turbulence • Fair and equitable

Remember: 1) there is no additional funding. Changes in the formula will create winners and losers 2) Academies are funded based on our formula

Reminder

• From 2013-14 Dedicated Schools Grant (DSG) split into 3 blocks: 1) Schools block- based on 13 factors (including new sparsity factor from 2014-15) 2) High needs block 3) Early years block- no changes

The consultation mainly focuses on the school block as the deadline to DfE is 31st October 2013

Why change anything?

• In 2013-14 we had to have the same lump sum for all primary and secondary schools • There was not a sparsity factor • We could not hold back money centrally to be distributed to reflect infant class size regulations. If the above had been allowed in 2013-14 we would have put forward the following proposals

Primary -summary

size

0-100 100-150 150-200 200-300 300-400 400+ Total

No of schools

41 18 16 25 12 13 125

Gained 2013-14

8 8 9 19 7 10 61

Lost 2013-14

33 5 3 10 7 6 64

Proposed gainers

35

Proposed losers

4 0 0 12 2 0 6 14 25 12 13 49 74

Primary- before mfg

size

0-100 100-150 150-200 200-300 300-400 400+ Total

No of schools

41 18 16 25 12

Gained 2013-14

+£57,015 +£135,767 +£225,863 +£556,891 +£276,357 13

Lost 2013-14

£868,144 £287,679 £196,313 £152,753 £150,582

Proposed gainers

+£421,155

Proposed losers

£7,539 +£107,130 +£20,920 £0 £0 £17,809 £62,774 £177,214 £120,719 +£573,897 +£1,825,790 £166,873 £1,822,344 £0 +£549,205 £163,872 £549,926

Secondary summary of ER proposed changes- before mfg

size

0-1000 1001+ Total

No of schools

10 8 18

Gained 2013-14

0 £0 7 £825k 7 £825k

Lost 2013-14

10 £755k 1 £70k 11 £825k

Proposed gainers Proposed losers

10 £139k 0 £0 10 £139k 0 £-0 8 £139k 8 £139k

Prior Attainment in Secondary Schools

• Change in the data from English AND Maths to English OR Maths. Out of the LA control, therefore the changes are not included in the previous slide.

• Change reflected on the comparison information sent out in the post to each school.

The Lump Sum- Proposal

• Now allowed to have a different lump sum for primary and secondary phases Proposal : keep the lump sum at £130k for primary schools and increase the lump sum to £175k for secondary schools. (£175k is the maximum allowed). Lump for secondary used to be £226k plus £12k in the School Standards Grant (SSG).

Infant class size funding- proposal

Not one of the 13 allowable factors but can be held back as a central resource Proposed factor: Fund KS1 up to 25 in a class £1,000 for every phantom pupil Approx £398k (47 schools ranging from £1k to £19k) Reduces AWPU by approx £16.80 per pupil

Table for Infant class size funding

Class

1 class 2 classes 3 classes 4 classes 5 classes 6 classes

Phantom pupils up to-

25 50 75 100 125 150

Qualifying Range

1-25 31-50 61-75 91-100 121-125 n/a

Maximum phantom pupils

24 19 14 9 4 n/a

Sparsity- proposal

• £50k lump sum for a qualifying secondary • £10k lump sum for a qualifying primary Criteria- Pupils are allocated to their nearest school (may not attend it). Those pupils second nearest school is calculated as an average distance as the crow flies. • 2 miles and under 150 pupils for primary • 3 miles and under 600 pupils for secondary (29 out of 59 primary and 1 secondary qualify) (reduction of £12.24 primary and £2.71 secondary)

Modelling

• Letter sent to schools on 12 th July 2013 explaining the DfE changes from April 14.

• Comparative 2013-14 budgets sent to schools on 16 th September- to illustrate the impact of the proposed changes. (schools block only) • NOT 2014-15 budgets • 2014-15-New set of data will be used and then mfg recalculated. All those on mfg will lose 1.5% per pupil, until mfg is zero. Cap on gains will reduce as mfg reduces.

Statement Funding

From 2013-14 • Up to first £6,000 found from within the schools budget • Top-up funding above £6,000 given on an individual pupil basis by ER to ER pupils • Top-up funding for pupils outside the ER to come from the other LA • £3,000 protection given for 2013-14 only

Targeted SEN support- High Needs Block

• Why?- some schools have a higher than average proportion of statemented pupils. The notional SEN budget may be insufficient to support the first £6k of a statement and other SEN pupils. Notional SEN = Low cost high incidence SEN funding plus 4.33% AWPU for primary and 4.20% in secondary

SEN Funding - Background

• Consultations in 2011 • “School Funding Reform: Next steps towards a fairer system” published 2012 • Changes proposed for 2013-2014 • School funding changes before Children and Families Bill (Local Offer, EHC Plans/ Integrated assessments, Personal Budgets)

Overview: Reform of high needs funding

Pre-16 SEN and AP Mainstream settings Specialist settings Mainstream per-pupil funding (AWPU) Contribution of £6,000 to additional support required by a pupil with high needs, from the notional SEN budget Base funding of £10,000 for SEN and £8,000 for AP placements, which is roughly equivalent to the level up to which a mainstream provider would have contributed to the additional support provision of a high needs pupil. Base funding is provided on the basis of planned places.

Post-16 SEN and LDD All settings Mainstream per-student funding (as calculated by the national 16-19 funding system) Contribution of £6,000 to additional support required by a student with high needs “Top-up” funding from the commissioner to meet the needs of each pupil or student placed in the institution

This diagram appeared as Figure 1 (p.43) of

School funding reform: Next steps towards a fairer system.

East Riding

• Special school funding 4 levels (low, medium, high and intensive) • From April 2013 top ups over £6,000 • Transition protection for 1 year (2013-14) • New criteria for banding levels (1-8) devised • Begin to implement from September 2013 linked to existing funding level • Amend funding system from April 2014

J K L M

Current banding

Level F G I H N

Proposed changes to statements

Value £ 440 1,040 1,280 2,080 2,800 3,640 4,840 6,200 7,800 6 7 8 2 3 4 5

New banding

Level 0 1 Indicative Value £ 0 1,000 2,000 3,000 4,000 5,000 6,000 7,000 8,000

SENCO Forum

• Use SENCO Forum • to update SENCOs on developments • to share good practice • to seek views e.g. SEA 1 changes • ask for representation from schools e.g. integrated assessment model

Timetable/ Decision

• Reminder of delegation/ de-delegation consultation- 30 September to Jon Fisher (Letter sent to schools 12 July) • School funding formula proposals- 30 September • School Forum 7 October • Cabinet 22 October • DfE submission 31 October

Other

• Scheme for financing schools • Excessive revenue balance scheme • F40 • National funding formula (NFF) • Pupil premium • Free school meals for all infant pupils • Sports premium