Schools Forum 11 December 2014 2015/16 Budget

Gordon Shinn Senior Finance Business Partner, Children’s Services 1

Schools Budget 2014/15

Block Current budget Forecast outturn £000 £000 Forecast variance £000 %

Schools Early Years High Needs Total DSG Grants (Pupil Premium etc.)

Total

540,159 61,927 83,786 685,872 50,006 735,878 539,148 60,587 83,050 682,785 50,006 732,791 (1,011) (1,340) (736) (3,087) (3,087) (0.2) (2.2) (0.9) (0.4) (0.4) 2

2014/15 Budget – key issues

• Payments for 2 year olds -£1.5m u/s – Lower take-up – One-off – participation funding from April 2015 • High Needs Top-Up Funding (Statemented Pupils) £592,000 o/s – Increased numbers • Post 16 Top-Up Funding - £2,278,000 u/s – Costs & nos lower • INMSS - £1,160,000 o/s – Tribunal outcomes 3

2015/16 Schools Budget – key features

• Minimal change in the funding formula • ‘Cash flat’ settlement anticipated – Absorption of inflation impact – NI rate increases (2016) • Minimum Funding Guarantee – remains at minus 1.5% per pupil • Minimum Funding Level – nothing for Hampshire 4

2015/16 Schools Budget – key features

• Early Years – 2 year old on participation basis • High Needs uncertainty – Pressures – DfE Funding – EHCP 5

2015/16 Schools Budget – key features

• Pupil Premium – £20 increase Primary (to £1,320) – New Early Years low income - £300 – No other changes • Proposals provide stability for 2 years – Subject to any national changes 6

Key proposals

• Permanent funding for Early Years one off funding – £2.129m (from Growth Fund) • Supplement Growth Fund with Equal Pay one-off funds (in year) – to meet demand over next two/three years • Agree de-delegation and other central budgets 7

Key proposals

• MFG/Cap – Additional £0.5m through AWPU – all schools, permanent – Additional £1m for capped schools – for two years • Speech and language therapy – additional £300k for KS2 • One-off support to High Needs - £1m for two years 8

De-delegation

Service Basis Contingencies Licences and Subscriptions Staff Costs Behaviour Support Ethnic Minority and Traveller Achievement Service (EMTAS) AWPU AWPU AWPU IDACI and Low attainment EAL and AWPU Total Primary £000 96 87 Secondary £000 35 31 302 1,875 188 73 1,055 167 Total £000 131 118 490 1,948 1,222 3,415 494 3,909

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De-delegation

• Support to continue with all services, other than Behaviour Support, already agreed • Fischer Family Trust – add’l £50k • Separate votes by primary and secondary school representatives only 10

Behaviour Support

• Item 5 – Primary BS Annual Report • Significant developments and good feedback from stakeholders – New curriculum developments – In-reach & outreach – Staff development – PIs developed, assessment measure being developed 11

Behaviour Support

• Partnership work – HEP supervision – Inclusion and SEN – Workforce Development Team • Challenges – Understanding differences between East and West – Restructure, new services – Referral numbers * 12

Central budgets

Service Growth Fund (Growing Schools, Falling Rolls, New & Reorganising schools, Infant Class Size, Temporary Classroom rentals) Admissions Prudential Borrowing Termination of employment costs (ongoing commitments) Fees to Independent Schools for pupils without SEN Servicing of Schools Forum Capital Expenditure from Revenue Account (CERA) Contribution to combined budgets (Early Help, NEET) Total £000 5,497 996 25 658 220 39 6,684 1,943 16,062

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• • • • •

Central budgets

Only two areas can be increased – Growth Fund and Fees to Independent Schools for pupils without SEN Others restricted to commitments/previous year figures Growth Fund

– Reduce base budget to £2.5m, to release funds for ongoing Early Years (£2.129m) – Add one-off EPF (in 2015/16)

CERA commitment reduces to £6.256m

Combined budgets Tracking (£333k) Early Help (£1.6m), NEET

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Supporting Young People’s Participation

• Item 4 • £300k (of £333k)NEET tracking funds –local contribution, creates an additional £375k • 3 year project – £1.34m for £999k input (combined budget) – Pan Hampshire - £2.1m

• Support to 1,400 14-17 year olds in Hampshire, 700 Portsmouth and Southampton • County Council delivery partner (420) 15

Supporting Young People’s Participation

• Bid by ‘On Track’ consortium, led by Barnardos, other partners • Contract with Social Finance • Youth Engagement Fund - £16m PbR • Competitive bid process (2 stage) – Long list Summer – Shortlist submission 28 November – ‘in principle’ SF agreement as ‘local contributor’ made by Chair (Jan outcome) • SF approval required to use the budget in this way for 2015/16 * 16

Central budgets (Misc)

Service Details IT Minibus driver

HPSN2 contribution Provide training leading to a MIDAS licence to enable

training Headteachers' conferences Travellers

school staff to drive minibuses Venues and reimbursements for chairs and clerks

Asylum seekers School leadership succession Independent Investigation Olympic Legacy

Allows EMTAS to provide targeted support for children of Gypsy, Roma and Traveller heritage, the lowest attaining of any ethnic group. Support is provided in class and at a whole school level.

Used to support unaccompanied asylum seeking children placed in Hampshire schools and out of county. Support includes interpreting and translation, training for staff, assessment of language and learning needs and professional support. Also allows guidance for professionals to be regularly updated.

To retain and grow the supply and quality of leaders in Hampshire schools in response to a national shortage of school leadership candidates. Additional capacity for EPS to deal with high level of investigations.

Funds 50% salary costs of Olympic Games Legacy Co ordinator.

NB – Funding ends £000 103 35 147 21 10 97 10 30 453

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Summary proposals

Para Ref Ongoing changes

Sources: Growth Fund Rates Rebates

Total Sources Proposed Allocations:

Two year old funds – previously funded on a one-off basis Three/four year old funds previously funded on a one-off basis Additional AWPU Speech and Language Therapy 3.23

3.23

3.4

3.4

3.29

3.30-3.32

2015/16 £000

2,000 1,000

3,000

1,600 529 500 300

2016/17 £000

2,000 1,000

3,000

1,600 529 500 300 Fischer Family Trust Balance unallocated

Total Allocations Net ongoing changes

3.15

50 21

3,000 0

50 21

3,000 0

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Summary proposals

Para Ref 2015/16 £000 One-off changes Funds available

Estimated 2014/15 underspend One-off commitments released: Two year olds (£1.6m *2) Three/Four year olds (£529k *2) Brought forward balance

Total funds available Proposed allocations:

Capped Schools High Needs

Total one-off allocations Carry forward balance

2.1

3.4

3.4

3.29

3.40

3,000 3,200 1,058

7,258

1,000 1,000

2,000 5,258 2016/17 £000

5,258

5,258

1,000 1,000

2,000 3,258

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Summary Proposals

• Leaves £3.258m – one-off – Keep as contingency?

– Growth fund/high needs • Services for Young Children – £1.643m for two years 2015/16 & 2016/17 – Subject to review – Could earmark uncommitted funds to extend this 20

Other issues

• Revised top-up funding process for special school and resourced provisions – Termly – More efficient • Early Years – 2 year old funding – Moves to participation basis in 2015/16 – Will be the same as 3/4 year old from April 2016 21

Summary of 2015/16 proposals

• Delivers 2 year stability across all sectors: – Early Years made permanent (£2.129m) – High Needs (£1m for two years) – Additional school base funding (£0.5m AWPU) – De-delegation and other central services • Creates a fund for basic need growth • Speech and Language Therapy • Reduces perceived unfairness to capped schools (extra £1m for two years) 22

Schools Forum decisions

1. notes the forecast 2014/15 budget position, based on figures as at October 2014.

2. member representatives of maintained primary schools agree to continue with de-delegated services in 2015/16 as set out in paragraphs 3.10 to 3.17.

3. member representatives of maintained secondary schools agree to continue with de-delegated services in 2015/16 as set out in paragraphs 3.10 to 3.17.

4. agrees to continue to make provision for centrally retained services and other central services in 2015/16, as set out in paragraphs 3.18 to 3.27.

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Schools Forum decisions

5. agrees the 2015/16 budget proposals set out in section 3 and summarised in the table at paragraph 3.41, subject to confirmation of final figures at the meeting in January 2015.

6. considers whether it wishes to confirm its support to extending the funding of £1.643m per annum for Services for Young Children to 2017/18 or 2018/19.

7. agrees in principle to the release of any uncommitted Equal Pay Fund to be added to the Growth Fund, when figures are confirmed in 2015/16. 8. agrees to the proposed changes in top-up funding processes for special schools and resourced provisions from April 2015 as set out in section 4.

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