Transcript Deprivation

SAPH School Funding Reform
Consultation 2013/14
27th September 2012
1
Background documents issued
• Headteacher and Governor Awareness sessions 16th
& 19th July (briefing pack with 5 handouts including
draft consultation questionnaire)
• Consultation Overview & Guidance document sent
to Headteachers on 4th September with
consultation questionnaire
• Letter sent to all Headteachers 14th September
showing the school data used and the financial
impact of proposed formula changes on individual
settings
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Today’s Event
• Seek sector Headteachers’ consensus view on
– A) Centrally retained budget proposals
– B) Mainstream formula proposals
• Feedback from today (and ASSSH, SASH & SRP’s) will
shape proposals to go to the 9th October Schools
Forum – please vote today!
• The proposals (factors & indicative values) must then
go to EFA for their review/approval by 31st October
(Pupil numbers will be confirmed via October census,
DSG & factor values finalised, budgets issued 15/03/13)
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A) Retained Budget proposals
– Q1 central items
Service
Amount Proposal
2012/13 2013/14
Admissions
£200,300
Schools Forum
£2,000
Termination of employment costs £100,000
Equal Pay – 50% match funding
£224,000
£200,000
£2,000
£100,000
£200,000
OK?
?
?
?
?
NB – The LA is allowed to retain funding at the same levels as
2012/13 – SBC has, in recent years, reported all retained
budget proposals to the Schools Forum
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A) Retained Budget proposals
– Q2 to 5 central schools items
Item
2012/13
2013/14?
Policy?
Pupil Growth – set up
costs
(primary only)
£555,000
£46,000
£11,500 per class? (unless
exceptional circumstances)
Pupil Growth – trigger
funding
(primary only)
£844,000
£528,000
Additional classes only – 11
settings
Plus?
General growth above 4% 10 other settings
+£62,000?
Infant class size
(primary only)
£0
£27,000
£4,500 per year?
6 classes?
NB – all settings must be treated the same in terms of eligibility for this funding
and any underspends must be carried forward as “pupil growth” must be ring
fenced. For 2013/14 no spend anticipated in secondary settings
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A) Retained Budget proposals
– Q6A De-delegation items
2012/13
Net
2013/14
Gross ?
2013/14 per pupil
(note 1)
Free School Meals Eligibility
Assessment
£4,300
£10,800 £0.38 per pupil
£2.92 per FSM pupil
Trade Union Duties (note 2)
£9,900
£22,100 £0.79 per pupil
Schools in Challenging
Financial Circumstances (not
school improvement)
£322,000
£322,000 £11.48 per pupil
(1) Academies will receive the per pupil funding automatically as will maintained
settings if they decide not to de-delegate the funds back to the LA
(2) So far this year 7 Academies have not bought into the TU facilities service
(which funds release time for 3 Teacher Union representatives) this will make the
service unsustainable unless charges to other settings are increased.
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A) Retained Budget proposals
– Q6B Retained High Need Services
The LA is not required to formally consult on levels of
retained high needs funding but SBC has done so in
recent years year’s and would welcome HT feedback
2012/13
Saltway portage service
2013/14
£148,000
£148,000
£10,000
£10,000
Statemented Pupils Equipment
£130,000
£130,000
Speech, language & Occupational Therapy (mainstream
settings only will be centrally funded as funding for special
schools and SRP’s is to be delegated)
£164,000
£100,000
£77,000
£77,000
£1,369,000
£1,200,000
Education Support Service Monitoring
Travellers Children Support
SENRAP “top up fees” for £10k plus support
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A) Retained Budget Proposals
- SENRAP Top up fees?
• The proposed 2013/14 SENRAP budget of
£1.2m is based on current levels of funding
which has been £8 per hour for some years.
• It would be possible to increase this and SASH
were supportive of an increase to £12 per
hour requiring an additional £0.6m
• This would require an approximate 0.7%
reduction to BPPE values - do SAPH support
this?
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A) High Needs Support & the
Notional SEN delegated budget
• Schools currently receive delegated AWPU /
EAL / Deprivation funding plus SEN/AEN
funding to notionally meet the first 15 hours
of additional support (£5,750)
• From 2013/14 delegated SEN funding must be
allocated based on prior attainment
• All settings can continue to request “top up”
fees from the LA SENRAP budget for SEN
pupils whose annual costs exceed £10,000
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B) Proposed Mainstream Formula
Changes
•
•
•
•
•
•
•
Guiding principles – maintaining stability
Lump sum - value
Deprivation – methodology & values
Low cost SEN – value
EAL – time period and value
Drove BME – continued funding
Gains and Losses – funding MFG
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B) Guiding Principles – Q7
Do you agree with the LA approach?
• Harmonise methods of allocation for all
factors
• Harmonise per pupil funding rates for all
factors
• Adjust each sector’s BPPE (Basic Per Pupil
Entitlement) values up or down to maintain
each sector’s total funding (other than for
pupil changes)
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B) Factors no longer allowed – Q8
Do you agree that the following funding should
be initially moved into BPPE?
• Cash flow interest (Abatement)
• Recent LA delegations (maternity etc.)
• Funding released from reduced Portage
service
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B) Lump sum values – Q9
• Optional factor with maximum value of
£200,000
• Do you agree the LA formula should include
this optional factor?
• Do you agree the amount should be
£106,700?
• Do you agree that sector BPPE rates should be
adjusted as necessary (increased secondary
and reduced primary)?
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B) PFI Affordability Gap – Q10
• Do you agree that the LA should continue to
delegate funding to match each PFI school’s
actual PFI affordability gap charge?
NB - this is not funding that could be
redistributed – the only other option is central
retention
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B) Split Site Funding – Q11
• Do you agree that the LA should not retain an
optional factor for split sites?
NB - no SBC setting has received this for a
number of years but Swindon Academy will
receive its secondary funding based on the local
2013/14 formula. The Academy will receive two
lump sums but will not receive split site funding
unless the LA establishes this as a policy with a
formula to determine values
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B) Social Deprivation – Q13
• Same methodology and per pupil values in
each sector?
• Neither FSM / FSM ever 6 or IDACI are perfect
allocation methods – do you agree that a
blend of 50% via FSM ever 6 and 50% via
IDACI is appropriate?
• Assuming 50% is allocated via FSM ever 6 the
per pupil amount would be £868 – if FSM
current is used the amount would be £1,301
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B) Social Deprivation (IDACI) – Q13
• We cannot use IMD or MOSAIC or any other
method of allocation – only FSM or IDACI
• IDACI scores are derived from IMD scores and
are a refined measure of child level
deprivation whereas IMD is a more general
measure which includes pensions, morbidity,
crime etc.
• See following slides for further details
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B) Deprivation- IMD
•
•
1.
2.
3.
4.
5.
6.
7.
Indices of Multiple Deprivation
Data captured in 2008 with 7 Indicators
Income (Families in receipt of Income Support, Jobseekers Allowance, Child
Tax Credits & Asylum support) split into 3 measures:
1. Income Domain Numerator- Includes both Adults & Children
2. Income Deprivation Affecting Children Index- Children 0-15 years
3. Income Deprivation Affecting Older People Index (IDAOPI)- Adults +60
years
Employment (Claimants of jobseekers Allowance, Incapacity benefit,
Disablement Allowance)
Health Deprivation & Disability Domain (range of indicators from
morbidity to illness & disability ratios)
Education, Skills and Training Domain (not staying in/ entering higher
education)
Barriers to Housing and Services Domain (Affordability, distance to a
Post Office, food shop, GP and Primary)
Crime Domain
Living Environment Domain (Air Quality and Road Traffic Accidents)
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B) Deprivation- IDACI
• Income Deprivation Affecting Children Index - ‘The
percentage of children aged 0-15 living in incomedeprived households’
• Data captured in 2007
• Measures Families who are dependent on certain
means-tested benefits. The benefits included in the
count are Income Support, Income Based Job Seekers
Allowance, Pension Credit and Child Tax Credit, along
with asylum seekers receiving support
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B) Deprivation- IDACI
• DfE have used IDACI to provide an
analysis of the % of each schools’ pupils
as at October 2011 which fall into various
IDACI bands
• This is based on Lower Super Output
areas (32,482 in England) which typically
relate to areas of approx. 1,500 people
which are smaller than post code areas.
• Moving from IMD to IDACI causes funding
changes
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B) IDACI – Q13
• Do you agree with the values per pupil
proposed by the LA which provide greater
funding as deprivation increases;
– Band 1
– Band 2
– Band 3
– Band 4
– Band 5
– Band 6
£434 per pupil
£529 per pupil
£608 per pupil
£781 per pupil
£955 per pupil
£1,215 per pupil
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B) Low Cost High incidence SEN –
Q14
• Can only use prior attainment data
• Do you agree that the rate per pupil should be
£359 requiring an increase to secondary
rates?
• Do you agree that the LA should, if there is
scope to increase funding, seek to enhance
this area in particular to boost the delegated
notional SEN budget?
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B) EAL Funding – Q15
• Should we recognise EAL for 1, 2 or 3 years?
• Same funding rate or higher for secondary?
• Should funding per pupil be;
– Current primary
£304
– Current secondary £89
– Current average
£227
• Or should we retain the existing EAL pot and
provide higher funding for a smaller number
of pupils - £494 (at 3 years)?
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B) Drove BME funding – Q16
• Do you agree that the current funding of
£124,000 should continue?
• Do you agree that the effectiveness of the
service should be annually reviewed by
Schools Forum?
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B) Gains and Losses - MFG
• Despite the LA’s attempts to minimise
turbulence it is inevitable that some settings
will gain and some will lose whenever formula
changes are made
• MFG protection must be applied but it is
important to recognise that this limits
reductions per pupil at 1.5% and not the
overall school budget i.e. fewer pupils will still
translate into lower funding
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B) Gains and Losses
• Based on initial projections, assuming LA
proposals are supported, substantial MFG
funding will need to be paid in 2013/14 of
£585,000;
– Primary settings
£534,000
– Secondary settings £51,000
– the current year figure is only £20,000!
• The LA will not receive additional DSG to cover
MFG - see summary of gains and losses
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B) Gains and Losses
Gaining Schools
Losing Schools
Total Gains
Total Losses
Primary Secondary
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4
30
6
£933,088 £211,332
-£933,088 -£211,332
MFG protection due (*)
£534,278
Average Gain
Average Loss
Maximum Gain
Maximum Loss
£30,100
£52,833
-£31,103 -£35,222
£87,422
£84,114
-£82,348 -£121,099
Total
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£51,448
(*) Where the losses exceed 2.1% per pupil these settings must
receive MFG but this has to be funded from the local formula
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B) Gains and Losses
The indicative cost of MFG is £586k which can
be funded in a number of ways
• A) Top slicing all gaining schools by a
percentage (51.1%) of their gain
• B) Limiting the maximum gain to 0.8% per
pupil
• See handout showing impact of these options
on individual settings
(NB it may be possible to part fund MFG from
funding released from the retained budget)
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End of Presentation / Consultation
Any questions on any other aspects
of the school funding reform
programme?
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