Transcript Strong and Prosperous Communities

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Schools Forum
03 October 2013
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Election of Chair and Vice Chair
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Review of Constitution and
Membership Update
3
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Refer to Report – main points
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Main changes - shading
Updated to reflect School Funding Reform changes
Membership changes
Would like Schools Forum view on substitutes and
how this should work
• Would like Schools Forum view on monitoring of
attendance
4
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Approval Required…
• The Schools Forum should approve the revised
constitution (including Membership changes)
• Voting: ALL
• The Schools Forum should seek to appoint to all
vacancies
• The Schools Forum should note what the
constitution says in relation to member
attendance and substitutes and give a view
5
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Education Funding Agency Presentation
6
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People Directorate
7
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8
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Notification of DSG 2013/14
9
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Chief Finance Officer 13/14 Budget
Statement
£ 000
DSG Approved by Schools forum for Budget Shares
(Based on EFA DSG settlement figure Dec 2012)
258,444
DSG Settlement as published on DfE Website July 2013
258,471
Variance increase/(Decrease)
27
Variance made up of adjustments to:Early Year block
Share of NMSS pot
Roundings
21
5
Academies recoupment = £54.0M – (DSG available = £204.4M)
1
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Funding and Budget Setting
2014/15
11
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Initial Budget Setting
• Level of DSG is influenced by October census
• Detailed PPR to the next Schools Forum to inform
budget setting
• Items we already know about…
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Inflation – all providers
Rates adjustments
Adjustments from previous years
Living Wage
Reserves proposal – Living wage, schools general, SEND
Underspend/Overspend – top up funding, dedelegated,
growth fund
Any changes from Schools Forum Funding SubGroup
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Report back from Fair Funding
Consultation
13
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Refer to Report Main points
• Consultation 2nd September (2 weeks)
• Minimum directed changes for 2014/15
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Pupil Mobility Factor (& resource)
Prior Attainment Factor
De-delegated services
Growth Fund
Living Wage
Others (Primary Prior Attainment / LAC / Lump sum / Sparsity)
Primary / Secondary Funding Ratio
• 7 responses
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Refer to Report Main points
• Pupil Mobility Factor (& resource)
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10% Threshold
103 schools down to 31 schools (Primary 84 to 29)
Unit value the same (Primary £377 & Secondary £428)
Resource redistributed through IDACI deprivation factor
• Prior Attainment Factor (secondary only)
– English or Maths
– Increase from 2,203 pupils 2013/14 to 4,993 2014/15
– Unit factor falls from £3,019 to £1,332 to ensure overall level of resource
remains the same
15
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Refer to Report Main points
• De-delegated services
– Further agenda item and report
• Growth Fund
– Further agenda item and report
• Living Wage
– School Forum approved funding from DSG reserve for 13/14 costs
– Direct through budget setting process 2014-15 (one-off)
– Ongoing costs funded through budget setting process
16
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De-delegation, Growth Fund
and Central Spend
17
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Refer to Report Main points – De-delegation
• 2013-14 reform directed that a number of centrally
held budgets should be delegated to schools
• Mainstream schools can opt to de-delegate these
services/budgets (agree a local pooling arrangement
to allow the function/ service to continue).
• 2013/14
– primary phase agreed to de-delegate all of the services
(except a small part of MGSS),
– secondary phase agreed to de-delegate with the exception
of Learning & Behaviour Support Service and Trade union
Supply cover.
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A decision can be taken to de-delegate services that
were not de-delegated previously
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De-delegation: 2013/14 Amounts as per S251
De-delegated Amounts (Excluding Academies)
Nursery
Class
Primary
Secondary
Total
0
20,323
5,852
26,175
897
55,531
15,445
71,873
Maternity/special staffing
suspension
23,511
349,780
97,285
470,576
Trade Union facility
12,006
192,108
0
204,114
277,737
951,449
199,564
1,428,750
0
301,003
0
301,003
314,151
1,870,194
318,147
2,502,491
Free school meal eligibility
Licences/subscriptions
MGSS
Behaviour support services
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Approval – De-delegation
• The Schools Forum should agree the dedelegation for mainstream schools
Voting: Primary and Secondary School member
representatives will decide for their phase
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Refer to Report Main points – Growth Fund
• 2013/14 reform - funding for infant class size and pre16 basic need growth could no longer be delegated
in school budget shares
• LAs were required to hold a central growth fund, and
then agree the criteria for the fund with the schools
Forum
• In 2013/14 an amount of £1,038,556 was held and
operated using criteria agreed with the Schools
Forum (section 1.6 of report)
• For any academies qualifying for the funding, needs
to apply until August following financial year
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Approval – Growth Fund
• The Schools Forum should agree to the
continued holding of some resource centrally to
support additional classes needed to meet the
infant class size regulation, and to support
growth in pre-16 pupil numbers to meet basic
need
• The Schools Forum should agree to the proposed
criteria (set out in section 1) for the growth fund
• Voting: All Members
•
Please note the final amount within the growth fund is determined by October 13 census.
Therefore the amount will be ratified as part of the budget setting process at a future
meeting.
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Refer to Report Main points – Central spend
• 2013/14 reform - there are a number of areas of central
expenditure budget which the Schools Forum must
approve
• These cannot exceed the value of the budget in 2012/13
• The items are admissions, carbon reduction commitment,
servicing of School Forums, contribution to combined
budgets, termination of employment costs, and SEN
transport costs
• Schools Forum Funding Sub Group could look at the
detail of this alongside their review of previous year
funding decisions
• Table Schools Forum Funding Group proposed terms of
reference
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Gives a View – Central spend
• Central spend: item ultimately needs approval, but for
today we are seeking the Forum’s view, and approval
on a way forward
– Establish the Schools Forum Funding Sub Group to review
the level of central expenditure in relevant areas
– Recommendations made to the Schools Forum at the
January meeting in relation to central expenditure. Interim
feedback will be brought to the November meeting.
– January Meeting: approve the central spend and give a view
on what action, if any, should be taken in relation to previous
years funding decisions.
– Voting: All Members
NB. This group will also look at previous headroom
decisions
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School Balances
25
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Refer to Report Main points
• Schools Forum were concerned at high level of
school balances at end of 12/13 financial year
• Officers undertook to do some analysis and report
back to the Forum on this, along with further action
• Link found between ongoing high level of balances
and weaker school performance
• LA want to ensure schools can spend this money
rather than clawback
• Closer working between SFO and EIA
• Advice to Headteachers and governors on how this
one–off resource can be used
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Table 1: Total Reported Balances by Phase
10-11
Balance
(£000's)
School Type
Primary (inc Nursery)
Secondary
Special
Total
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
12,206
4,056
1,373
17,636
+132
+795
-100
+827
Table 2: Profile of School balances as a percentage of budget over the last three years
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
43
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Table 3: Profile of performance category against three-year level of balances
Three year level of balances in schools
Top-20
(Highest
Balances)
School
Performance
Category
21-40
41-60
Bottom-20
(Lowest
Balances)
61-80
No.
Schools
No.Sch
% of
category
No.Sch
% of
category
No.Sch
% of
category
No.Sch
% of
category
No.Sch
% of
category
A (Good or higher)
52
11
21%
7
13%
12
23%
10
19%
12
23%
B1 (Requires Improvement)
B2 (Requires Improvement and
Leadership & Mgmt = grade 3)
C (Serious Weakness
or Special Measures)
17
0
0%
5
29%
3
18%
6
35%
3
18%
21
5
24%
5
24%
4
19%
3
14%
4
19%
10
4
40%
3
30%
1
10%
1
10%
1
10%
Table 4: Use of 2012-13 Reported Balances by Phase
School Type
Primary (inc Nursery)
Secondary
Special
Total
12-13
Reported
Balance
Outstanding
Purchase
Orders
Support
2012/13
Budget
One-off
Revenue
Initiative
(£000's)
(£000's)
(£000's)
(£000's)
12,206
4,056
1,373
17,636
693
685
106
1,485
1,497
716
66
2,279
174
200
125
499
Contribution
to Capital
Additional
or Temp
Staffing
Other
12-13
Uncommitted
Balance
(£000's)
(£000's)
(£000's)
(£000's)
2,351
808
100
3,260
289
91
22
402
907
409
151
1,467
6,295
1,147
804
8,246
28
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Headroom Priorities Funding
Group
29
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Way forward
• Already discussed the reconvening of this group in
relation to agreeing central spend for specific items
• This group will also review previous headroom
funding decisions
• Point to note is that the School Funding Reform has
superseded some of those previous decisions, i.e.
– Some items were delegated
– Some items in high needs block
• Are Schools Forum happy to proceed as proposed in
earlier item
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School Forum Training
31
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AOB – Minimum Funding
Guarantee Disapplication
32
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Background
• Minimum Funding Guarantee protects schools
against their previous years level of funding at a per
pupil level
• Where we make changes to the funding, we can ask
to disapply certain items of funding
• This is to ensure that the change can flow through,
rather than triggering (or not) a protection mechanism
• We need approval from DfE for MFG disapplications,
and DfE would expect to see Schools Forum
approval
• Disapplication not approved does not have any
bearing on whether we go ahead with the change
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Proposal – Living wage
• In 2014/15 we will direct some funding from reserves
for 2013/14 part year living wage cost
• If we do not disapply for purposes of the MFG
calculation, this funding will be treated as an increase
• This may mean that some schools that should be on
the MFG would not be, and will affect gains and level
of topslice
• We will want to apply again for 2015/16 to exclude
this one-off funding from the baseline
Do Schools Forum support the MFG disapplication
in relation to the one-off funding for the living wage
– estimated level of funding £281K?
Voting:ALL
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Proposal – Former Pupil Retention Grant
• If the secondary sector opt to longer operate a
system of charging and reimbursement for excluded
pupils, we will not have the resource for their
alternative provision
• We will therefore look to reduce the resource that
was delegated to the secondary sector for that
purpose
• If we do not disapply for purposes of the MFG
calculation this will be treated as a funding decrease
• This may mean that some schools are on MFG and
protected, where they shouldn’t be and will affect
gains and levels of topslice
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Proposal – Former Pupil Retention Grant
• As the funding of the MFG is not phase specific this
could impact on the primary sector too
Do Schools Forum support the MFG disapplication
in relation to the Former Pupil Retention Grant –
proposed level of funding £468K?
Voting:ALL