Transcript Strong and Prosperous Communities

www.coventry.gov.uk
Schools Forum
27 June 2013
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School Funding Reform
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Update
• Attended the Fair Funding Conference 22nd May
• Guidance for 14/15 Funding allocations issued – 4th
June
• Attended Regional Meetings with EFA – 19th June
• No significant changes, but some things to consider
• Timings tight, as changes to the formula to be subject
to Fair Funding Consultation, and associated
Member process
• EFA pro-forma to be submitted end of October
• Likely to necessitate a Fair Funding Consultation
over the Summer break
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Context
• Due to significance of funding change ministers were
always committed to reviewing the impact and
possibly making changes for 14/15
• Outcomes of the consultation shared at previous
meeting
• Structure of the 13/14 reform remains in place
– Simplified local formula
– Limited set of factors for funding distribution
• High Needs system remains broadly unchanged
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General Changes
• Basic Entitlement for primary pupils (AWPU) must be
at least £2K, and for pre-16 secondary pupils £3K
– 13/14 Primary = £3.2K, Secondary = £4.4K
• 80% of funding to be distributed by pupil-led factors
– 13/14 – 90.8%
• No constraints on the primary secondary ratio, but
clear that they want LAs to benchmark their position
– 13/14 1:1.315
• LAs can choose to have a differential lump sum for
primary and secondary schools – capped at £175K
• 13/14 £161K per school
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General Changes - Continued
• Growth fund – fund to cover temporary falling rolls in
advance of population bulge – good or outstanding
only
• Schools Forum required to have 1 member from an
institution providing education to 16-19 (not
school/academy) replaces 14-19 Partnership
• Expectation that current practice is reviewed around
operation of School Forum:
– Publish papers, minutes and decisions promptly
– Communication to ensure communication between reps and
group they represent
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Factor Changes
• 1 new factor allowed – sparsity, aimed at supporting
small schools, mainly in rural areas
– We do not qualify to use this factor
• Mobility – now applied when the number of mobile
pupils exceeds 10%
– Reduces the number of eligible schools significantly
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Data-set Changes
• Looked After Children – we do not use
• Changes to the prior attainment dataset – EYFS and
KS2
– Do not currently use for primary
– Do use for secondary - widening “not achieving a level 4 in
English OR Maths”
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High Needs
• Sufficient funding delegated to allow schools to meet
up to £6K of cost
– 13/14 already achieved
• Highlights that the funding for the number of places in
settings will be adjusted – further guidance to follow
• Post 16 – Special sector – place value to be set at
£10K (consistent with pre-16)
• Clearly define the circumstances in which additional
funding is allocated because the number of high
needs pupils cannot be reflected accurately in the
formula funding
• Notional SEN further work
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Areas for Consideration
• Do we need to look at the revised primary prior
attainment factor and see if we should now use this?
• Review of Pupil Mobility (including level of funding
allocated against this factor)
• Review lump sum to see if we want to differentiate
• Do we want to set aside resource to support schools
with falling rolls ahead of population bulge?
• High Needs Funding – further work
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Way Forward
• LA officers to consider the potential areas of change
and put forward proposals
• General position is that other than directed changes
would not be looking to make significant changes for
14/15
• Clarifying the position in relation to Fair Funding
Consultation, but if need to issue will have to be over
the Summer to meet the timescales
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Revised Process and
Procedure for Schools Forum
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Refer to Report – main points
• Linked to School Funding Reform
• Strengthen arrangements, better transparency
• More consideration to how we consult and
communicate with wider school community
• Enable better discussion and contribution for Forum
members
• Clarify schools forum responsibilities (including
decision-making)
• Links in with the work that a group may undertake
reviewing previous funding decisions
• Consideration on publication of minutes – guidance is
not to wait!
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Funding of the living wage for
Schools
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Refer to Report – main points
• Key manifesto pledge of the new City Council
leadership
• Report addresses the funding of the living wage,
not the implementation
– Part Year cost 13/14
– Full Year cost 14/15
• Community schools, but could apply wider should
other schools choose to implement
• From 14/15 funding will just be part of the DSG and
formula – no ability to target
• 13/14 cost not planned for – propose to implement
from DSG reserve (unspent DSG managed
expenditure from previous years)
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Funding of living wage 13/14 - Decision
• Does the Schools Forum approve the use of DSG
Reserve to fund the 13/14 part year costs of
implementing the living wage?
– Approximately £400K, but may be more depending on
position of non-maintained schools. Final figures to be
reported to next Schools Forum
• Voting: All Members
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Funding of living wage 14/15 and
beyond – Schools Forum View
• Funding the living wage from 14/15 and beyond will
be from budget shares
• An amount of funding can be earmarked at high level
from any increase in DSG through the budget setting
process
• We will not have the ability to target this funding in
anyway through the formula
• DSG is cash limited for 14/15 in a similar way to
previous years
• Coventry has seen DSG growth due to increases in
citywide pupil numbers
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Funding Information to
Schools on Domestic Violence
Cases
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Decision
• Does the Schools Forum approve the use of DSG
Reserve to fund the 13/14 costs of the information to
schools on domestic violence cases service?
– £27,504 for 13/14
• Voting: All Members
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DSG Reserves including
Schools
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Information on DSG Reserves –
Discretionary Reserve
• Reported to Schools Forum at last meeting on the
level of the discretionary reserve - £2.1M
• Mainly DSG Managed expenditure underspend
• Includes underspends that will be distributed as part
of 13/14 budget setting process: Early Years, KS2
BESD, Broad Spectrum Budget Gap
• Other provisions include
–
–
–
–
A contribution to asset management and condition surveys
Installation, Kit out costs KS2 BESD
Living wage part year costs?
Information to Schools on Domestic Violence Cases?
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Information on DSG Reserves - Other
• There is another DSG reserve that has grown
significantly in recent years
• Level at 31/03/13 - £2M
• Due to in-year budgetary changes e.g. rates changes
as a result of reviews and school status change
• This money is all 1 off resource
• We obviously want to utilise this resource in an
appropriate way
• Sensible to retain some level of resource on balance
sheet in this area
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Information on DSG Reserves – Other
(continued)
• Would be difficult to distribute all of the resource to
schools though 14/15 formula – MFG etc…
• We propose to use some of the resource on
expenditure to support Education Infrastructure
benefitting all schools
• We will ask Schools Forum approval for all
expenditure
• Potential areas
– School cluster work (devolve) – attainment and improvement
– Pilot work in relation to SEND
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Information on DSG Reserves – Other
(continued)
• Officers to circulate in advance of next meeting a
report which outlines proposals for the use of this
resource
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School Balances – Summary by Phase
School Type
Primary (inc Nursery)
Secondary
Special
Total
10-11
Balance
(£000's)
10,989
3,506
1,331
15,826
Change
11-12
Balance
Change
12-13
Balance
(£000's)
(£000's)
(£000's)
(£000's)
+1,085
-244
+142
+983
12,075
3,261
1,473
16,809
+132
+795
-100
+827
12,206
4,056
1,373
17,636
13/14 school budgets exclude de-delegated budgets.
13/14 special school budget is indicative. As the result of the introduction of the national Place-plus high
needs funding methodology, special schools’ budgets will not be finalised till end of the financial year.
Please note these balances are based on LA maintained schools only, i.e. excluding academies.
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School Balances – No of Schools by Phase
Reported Balances as a % of School budgets
< 5%
School Type
Primary (inc Nurs)
Secondary
Special
TOTAL
5% - 10%
> 10%
10-11
11-12
12-13
10-11
11-12
12-13
10-11
11-12
12-13
10
3
1
14
9
3
1
13
12
2
1
15
35
4
2
41
28
5
4
37
32
5
5
42
38
2
5
45
46
1
3
50
39
2
2
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Use of 12/13 Reported Balances by Phase
12-13 Outstanding Support
Reported Purchase 2013/14
Balance
Orders
Budget
School Type
Primary (inc Nursery)
Secondary
Special
Total
(£000's)
12,206
4,056
1,373
17,636
(£000's)
693
685
106
1,485
(£000's)
1,497
716
66
2,279
One-off
Additional
Revenue Contribution or Temp
Initiative to Capital
Staffing
(£000's)
174
200
125
499
(£000's)
2,351
808
100
3,260
(£000's)
289
91
22
402
Other
Uncommitted
Balance
(£000's)
(£000's)
907
409
151
1,467
6,295
1,147
804
8,246
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School Forum Challenge
• We have begun work on further look into school
balances including:
– further analysis in relation to commitments and spending
plans
– Schools where balance has been consistently high
– Correlation of level of balance and school performance
• Following completion of this work LA officers will work
and challenge relevant schools to ensure clear,
appropriate and robust plans in place to spend
• Our current understanding is that Academies do not
have clawback
• Officers to bring a report for information to next
Schools Forum Meeting
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AOB: Section 251 Statement
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Section 251 Statement – 2013/14
• The Section 251 Statement sets out the budget for
Children’s Services, including:
– Dedicated Schools Grant (Schools & Centrally Managed)
– LA Core Budget
• Coventry’s Statement has now been submitted and is
published on the website (link on the agenda)
• At the Schools Forum Training session planned for
September we will spend some time going through
this statement