Transcript Strong and Prosperous Communities

www.coventry.gov.uk
Schools Forum
14 January 2015
www.coventry.gov.uk
Capital Programme 15/16
2
www.coventry.gov.uk
Capital Programme 2014/15 to 2018/19: Context
• Coventry main priority since 2008 has been the creation of additional
primary places;
• Since 2008 some 1,000 additional reception places have been created;
• Primary source of funding has been Basic Need, Targeted Basic Need and
Capital Maintenance Grant but supported with S106 and school
contributions;
• Basic Need allocation of £6.25 million in 2014-15 but Government has
allocated nil funding in both 2015-16 and 2016-17;
• This was unsuccessfully challenged by the Council and therefore will have
significant implications for the capital programme over the next 5 years;
• Capital maintenance funding of £3.134m has been allocated for 2014-15
and is forecast to reduce over coming years as a combination of the
increasing number of academies and national property surveys;
• Devolved Formula Capital (DFC) has again been made available to
schools in 2014-15 but levels continue to fall and there remains uncertainty
about future allocations.
www.coventry.gov.uk
Coventry City Council : Education Capital Allocations 2008/09 to date
Year
Basic Need
Condition
/Maintenance or
Modernisation
Primary
Capital
Programme
Safety Net Basic
Need
Targeted
Basic Need
£
£
£
£
£
2008/09
5,776,264
2,967,513
2009/10
5,776,264
2,487,969
4,523,698
2010/11
5,776,264
2,487,970
6,901,698
2011/12
6,507,521
2012/13
Other
Total
£
8,743,777
12,787,931
7,427,000
22,592,932
4,556,528
3,431,000
14,495,049
5,455,658
3,710,436
4,270,165
13,436,259
2013/14
6,250,288
3,309,958
2014/15
6,250,288
3,134,182
2015/16
0
TBA
0
2016/17
0
TBA
0
9,221,786
18,782,032
755,762
10,140,232
0
Total
41,792,547
22,654,556
11,425,396
15,128,165
9,221,786
755,762
100,978,212
www.coventry.gov.uk
Current Capital Priorities
Basic Need
• Increasing Primary Places 2014 & 2015
• Increasing Secondary places
• Increasing SEN places
Condition
• Priority Schools Building Programme
• Planned Condition Fund
• Emergency Condition Fund
Policy Priorities
• Broad Spectrum Strategy
• Universal Infant Free School Meals
Early Years
• Two Year Old Provision
www.coventry.gov.uk
Condition: Priority Schools Building Programme
• Six capital grant funded schemes; one PF2 scheme;
• Three of the six capital schemes delivered (Whitmore Park,
St Thomas More and Wyken Croft) – the remaining three
(Ernesford Grange, Alice Stevens and Richard Lee will be
completed by summer 2015;
• President Kennedy will be delivered as part of the Midlands
2 Batch by Carillion/ Equitix. Due to start in 2016.
• The Council has retained some financial liability for works
carried out e.g. section 278 (Highways) works;
• Council has submitted 13 bids under PSBP round 2 in
relation to those schools identified as being in the worst
condition;
• Bids total some £22 million;
• A decision is expected in January 2015.
www.coventry.gov.uk
Basic Need
• 12 primary expansion projects completed for September
2014 admissions providing an additional 330 reception
places;
• One further expansion project (Edgewick) planned for September
2015 which involves a rebuild of the school at 2 forms of entry;
• No further primary expansions currently planned partly as a result of a
‘flattening out’ of the birth rate and the opening of two free schools
(Seva - opened September 2014 and Sidney Stringer – opening
September 2015) which between them will deliver a further 160
reception places;
• Approximately 660 (22FE) additional secondary Year 7 places will be
required between 2018/19 and 2024/25;
• This is currently unfunded;
• Special schools are also coming under increasing pressure –
additional places being created at Castlewood from Easter 2015.
www.coventry.gov.uk
Proposed Capital Priorities from 2015/16 onwards
• A shift away from Basic Need to condition related projects although this
will need to be kept under review pending potential significant housing
developments arising from the Local Plan;
• Programme will largely be driven by the outcome of our PSBP2 bids;
• An Emergency Condition Fund will be retained;
• Proposal to introduce a planned maintenance programme focusing on
dealing with building issues e.g. roofs, windows, mechanical & electrical;
• Delivery of the second Primary SEN Broad Spectrum School in the south
of the city;
• Continued support for students with mobility issues accessing
mainstream education;
• Potential further capital work in relation to infant free school meals
(decision expected on second round of bids in January 2015);
• Further development work in relation to secondary expansion;
• A decision expected on our Capital Maintenance funding allocation for
2015/16 in January 2015.
www.coventry.gov.uk
DSG Settlement (provisional)
www.coventry.gov.uk
Update since last time
•
•
•
•
Some further adjustments to schools block
Licenses – national topslice
High Needs settlement
Further clarity in relation to funding of early years 2
year olds
www.coventry.gov.uk
Dedicated Schools Grant Settlement –
changes and timing for 2015/16
• Schools Block
– finalised using October 2014 census by January 2015
• Early Years – 2 year olds
– April – August of 2015/16 DSG by March 2015 (January
2015 census)
– Estimate of Sept – March of 2015/16 DSG by March 2015
(January 2016 census)
www.coventry.gov.uk
DSG Settlement – changes and timing
for 2015/16
• Early years – 3/4 year olds
– Adjustment for Sept – March of 2014/15 DSG by March
2015 (January 2015 census)
– April – August of 2015/16 DSG by March 2015 (January
2015 census)
– Estimate of Sept – March of 2015/16 DSG by March 2015
(January 2016 census)
• High Needs Block
– Fixed
– General growth
– Growth…awarded 1 place, awaiting to hear further detail
www.coventry.gov.uk
DSG Settlement: Implications
• School Budget shares and the APT which
EFA use to fund academies will need to be
finalised prior to finalisation of funding levels
for all blocks
• Schools Block finalised today
• Run the Early Years and High Needs Block
concurrently after the Schools Block
• Things that will impact on Early Years and
high needs block:
– Early Years Pupil Numbers
– Any further place adjustments
www.coventry.gov.uk
DSG Settlement: Increase
• DFE have confirmed no increase to unit values in
from 2014/15 (small decrease due to CRC topslice)
• Unit Values – schools block £4,854.01, early years
block £ 4,645.50 (2YO), £3,568.74 (3/4 YO)
• Pupil Number Increase – Schools based on October
census
• Includes provisional EYPP at £385K
• Includes High Needs settlement
• Includes Free school transfer
• No Early Years pupil adjustments yet (including move
to participation for 2 year olds)
www.coventry.gov.uk
DSG Settlement Update
Movement
since Nov
DSG 2014/15 @ Budget setting
Early Years Block
Schools Block
High Needs
Other
Adjustment
Estimated Adjustment (Eys)
DSG 2014/15 @ July 14
£000
11,943
217,033
29,381
6,057
264,414
£000
(9)
TBC
264,405
0
Pupil No. Increase
Early Years Block 2 YO (provisional)
Early Years Block 3/4 YO (provisional)
Schools Block
TBC
TBC
4,097
121
Budget Adjustments
Early Years - 2 year old funding
Early Years - Pupil Premium (provisional)
High Needs Growth
Free Schools Transfer
TBC
385
377
3,301
0
377
3,301
272,565
3,799
DSG 2015/16 as @ January 15
15
www.coventry.gov.uk
Schools PPR and Finalisation of
the Schools Block
www.coventry.gov.uk
Update 2015/16 – DSG Cost Pressures
• Estimated Pensions and inflation impact – officers
and teachers
• High needs growth
• Income built is as settlement (except for adjustment
round 2 year olds)
– Reduced by £6.4M, estimated pupil £5.2M, balance for Early
Years Reserve
– Work underway to ensure exit strategy and provide further
info to the Schools Forum for decision-making ahead of
16/17
• Reserves £0.5M over 4 years, plus Early Years
£1.2M
17
www.coventry.gov.uk
Coventry City Council
DSG PPR - 2015/16
Early
High
Years Schools Needs
Block Block Block
(£000) (£000) (£000)
1 Additional Forecast Resources
1.1 Adjustment Previous Years DSG
(4,097)
1.2 Increase in Dedicated Schools Grant - Pupil/Place Number*
1.3 Increase in Dedicated Schools Grant - Free Schools Transfer
(3,301)
1.4 Share of Additional High Needs Funding
(5,222)
1.5 Estimated Early Years (2 year olds) Place Funding
6,402
1.6 Removal of Early Years (2 year olds) Place Funding
(385)
0
1.7 Early Years Pupil Premium
(1,214)
(451)
1.8 Contribution from Reserves
Total increase in Dedicated Schools Grant
(419) (7,849)
2 Baseline adjustment
2.1 Removal of one off funding (14/15 Reserves)
Total Baseline Adjustment
Sub-Total
*no increase built in for Early Years at this stage
9
(64)
(313)
0
(15)
(383)
Total
(£000)
Diff
with
Nov 14
(£000)
9
(4,161)
(3,301)
(313)
(5,222)
6,402
(385)
(1,680)
(8,651)
0
(185)
(3,301)
(313)
(5,222)
6,402
0
(1,180)
(3,799)
0
0
(3,799)
224
797
157
224
797
157
1,178
1,178
(195) (7,052)
(226)
(7,473)
18
www.coventry.gov.uk
Coventry City Council
DSG PPR - 2015/16
Early
High
Years Schools Needs
Block Block Block
(£000) (£000) (£000)
Total
(£000)
Diff
with
Nov 14
(£000)
3 Pressures and savings
3.1
3.2
3.3
3.4
3.5
3.6
3.7
3.8
3.9
3.10
3.11
3.12
3.13
3.14
3.15
3.16
3.17
3.18
3.19
3.20
Adjustments to Base Budget/Technical Adjustments
Pay awards - officers
Pay awards - teachers (estimated)
Price and Income Inflation
Local Government Superannuation - employer contribution
Teachers Superannuation - employer contribution
Change in Pupil Numbers
NNDR
Growth Fund
Growth Fund - Falling Rolls
High Needs Place Adjustments
Living Wage (1-off 13/14 amount)
SEND 1 -off
Early Years Single Funding Formula
Early Years - 2 Year olds provision
Early Years - 2 Year olds capital contribution - 1 off
Behaviour & Support Service
Early Years Pupil Premium
Post 16 Adjustment
Mainstream Band 5/6 Pressure
Free School DSG Transfer
34
32
45
56
38
603
1,039
211
856
1,163
3,057
222
(353)
0
(326)
92
101
28
127
89
(33)
(8)
(85)
(623)
(61)
385
12
236
3,301
729
1,172
284
1,039
1,290
3,057
222
(353)
0
(33)
(334)
(85)
0
0
(623)
(61)
385
12
236
3,301
0
0
44
0
0
6
144
(33)
0
0
0
0
0
0
0
0
0
12
236
3,301
19
www.coventry.gov.uk
Coventry City Council
DSG PPR - 2015/16
Early
High
Years Schools Needs
Block Block Block Total
(£000) (£000) (£000) (£000)
4 Budget Proposals
4.1 Home Tuition - additional tutors
4.2 Additional Primary High Needs Places
4.3 Schools Forum
Total Pressures
5 DSG (Not Earmarked)
5.1 Headroom/Efficiency Savings
6 (Under allocated)/Overallocated
Diff
with
Nov 14
(£000)
140
186
4
140
186
4
0
0
4
828
10,568
3,714
(206) (2,794)
(95) (3,095)
85
(434)
507
(33)
9,773
(73)
0
0
20
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Schools Forum Funding
Review Group
21
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Refer to Report - Main points
• The group largely focused on central expenditure and
received reports from:
– Admissions
– Early Intervention & Prevention
– Education & Learning
• The group received a general report on high needs
and the mechanism for funding
• The recommendation from the Sub-Group will be to
approve the existing level of central expenditure, and
apply to the Secretary of State to increase the
amount of budget held for the servicing of Schools
Forums (next agenda item)
22
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Central Expenditure
23
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Central Expenditure – Refer to Report
• Schools Forum to approve central expenditure levels
following further review by Schools Forum Funding
Review Group
• 14/15 Levels
Description
Centrally- Retained Services
1.4.1 Contribution to combined budgets
1.4.2 School admissions
1.4.3 Servicing of schools forums
1.4.4 Termination of employment costs
1.4.5 Falling Rolls Fund
1.4.6 Capital expenditure from revenue (CERA)
1.4.7 Prudential borrowing costs
1.4.8 Fees to independent schools without SEN
1.4.9 Equal pay - back pay
1.4.10 Pupil growth/ Infant class sizes
1.4.11 SEN transport
Net
2014/15
£000
1,528
636
3
323
623
182
1,047
310
24
www.coventry.gov.uk
Central Expenditure – Refer to Report
• For 15/16 capital expenditure from revenue comes
out as this was 1-off
• Pupil growth / infant class size determined by pupil
numbers and criteria subject to separate approval
already granted
• Decision
• Do Schools Forum agree to level of central
expenditure proposed for 2015/16?
Voting: All
25
www.coventry.gov.uk
Central Expenditure – Servicing Schools
Forum
• Proposal to apply to S of S for an exception for
servicing of Schools Forum line
• Increase expenditure by £3,500 to £6,500
• Would allow provisions as follows:
– Clerking arrangements (Schools Forum and associated
meetings) £4.3K
– Room Hire etc…, car-parking (dependent on venue option?)
and travel £2.2K
• Decision
• Do Schools Forum agree to apply to S of S for an
increase in budget? (can confirm final amount at next
Schools Forum)
Voting: all
26
www.coventry.gov.uk
SEND Consultation / Call for
information
27
www.coventry.gov.uk
Background
• DFE have announced their intention to review the
national distribution of funding for SEND (high needs
block)
• DFE are currently conducting a research project with
ISOS
• Covers special provision and central SEN costs
(including special schools, post 16, other placements
provision, support costs, alternative provision etc..)
• Deadline of the 27th February
• Presented as a ‘call for information’
• Series of detailed questions (not straight forward)
• DFE Seminar – 1st Feb
28
www.coventry.gov.uk
Response
• We are proposing to make an officer technical
response / provision of information due to timings and
level of complexity
• It is not a consultation on a set of proposals as they
haven’t formulated the proposals yet
29
www.coventry.gov.uk
Section 251 Budget 2014/15 High Needs Budget (excluding place funding) : £/Capita
450
400
350
Amount (£)
300
397
390
341
281
263
260
260
243
250
234
261
233
195
200
175
150
100
50
0
LEAs
England
30
www.coventry.gov.uk
Section 251 2014/15 Budget:Total Schools Budget : £/Capita
5,200
5,160
5,100
5,146
5,066
5,005
5,005
Amount (£)
5,000
4,990
4,990
4,972
4,901
4,904
4,900
4,866
4,836
4,810
4,800
4,700
4,600
LEAs
England
31
www.coventry.gov.uk
Questions – formulaic distribution
•
•
•
•
National to local level funding distribution
Q1. In moving to a fairer distribution of funding for SEND, which proxy
factors other than those already included in the School and Early Years
Funding (England) Regulations (e.g. low prior attainment, children from
families entitled to free school meals) offer the best way of distributing
funds from the Education Funding Agency to local authorities, or would
these factors be adequate at this level of distribution?
Q2. Apart from using a formula, is there anything else we could do to
make the allocation of funding for SEND to local authorities fairer? For
example, how far should we take into account the pattern of provision
that has developed in the locality, and the cost of that?
Q3. Are there types of SEND that are best handled above the level of
individual local authorities and, if so, how might that best be dealt with
in the funding system? Should collaboration between local authorities
be encouraged through the funding system?
32
www.coventry.gov.uk
Questions – formulaic distribution
•
•
•
•
Local to institution level funding distribution
Q4. Are there other funding formula factors that could provide a good
proxy for institutions’ need to spend on children and young people with
SEND? Are different factors appropriate for funding provision of support
for those with high incidence low cost SEN and for funding provision of
support for those with high level SEN? For each factor, are any
perverse incentives associated with it?
Q5. It is less resource intensive to allocate funding on the basis of
proxy measures or using pre-determined bands of funding, particularly
if the necessary data collection mechanisms are already in place, but
such allocation methods can fail to take sufficient account of individual
circumstances and the cost of meeting pupils’ and students’ needs in
the setting, particularly where the cost is comparatively high. How can
the right balance best be achieved in allocating funding to institutions?
Q6. In what circumstances would it make sense for local authorities to
be able to distribute some SEND funding to a level above that of
individual institutions: for example to geographical clusters of schools,
or to multi-academy trusts, leaving them with more discretion on the
further allocation of those funds to individual institutions?
33
www.coventry.gov.uk
Questions - Other
•
•
•
•
Q7. In distributing funding to institutions, which methodologies are most
efficient and offer the best prospect of reducing bureaucracy, whilst at
the same time make sure that money gets to the institutions that need it
to support their pupils and students with SEND?
Q8. How are local authorities securing appropriate contributions from
their social care budgets, and from local NHS budgets, and how should
such contributions be taken into account in the distribution of education
funding?
Q9. How will the way funding is allocated to institutions impact on local
authorities’ ability to offer personal budgets for SEND provision?
Q10. How are local authorities allocating funding to early years
providers (schools as well as the private, voluntary and independent
sector) for both low cost and high level SEND? Are authorities using
the early years block of funding within the dedicated schools grant
(DSG) or the high needs block? How are they calculating the funding
required (e.g. are they using formula factors, or assessing the cost of
support required on an individual basis, or taking a different approach)?
34
www.coventry.gov.uk
Questions
•
•
•
•
•
Local authorities’ approaches to capital investment:
Q11. What are the different approaches that local authorities are taking
towards capital investment to create specialist provision – in special
schools, special units attached to mainstream schools, and similar
types of provision in academies and colleges – and what are the drivers
behind these?
Q12. What sources of capital funding do local authorities use to create
specialist provision, and what factors affect this?
Q13. What factors drive local authorities’ decisions to invest capital in
additional specialist provision – as opposed to using revenue funding
for placements in existing mainstream/specialist provision, or
placements in another local authority or in the independent sector?
Q14. Do local authorities take into account the cost of transport for
pupils and students with SEND when making decisions about capital
investment, and compare this investment with the cost of residential
provision out of the area?
35
www.coventry.gov.uk
Questions
•
•
•
•
Local authorities’ approaches to capital investment:
Q15. What specific criteria do local authorities use in allocating capital
funding for specialist provision?
Q16. What data do local authorities collect and hold on current capacity
and forecast pupil numbers for different types of specialist provision?
Q17. Do local authorities pool capital funding to create shared
specialist provision? If not, should this be considered and what are the
barriers?
36