academy funding in 2014/15
DESCRIPTION
Academy Funding in 2014/15. This presentation will cover context changes from 2013/14 exceptions and exclusions overview of high needs timetable further information. The context. The overall architecture is the same Refinements. Journey from complex to simple . Before 2013. 2013/14. - PowerPoint PPT PresentationTRANSCRIPT
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Academy Funding in 2014/15
This presentation will cover
• context• changes from 2013/14• exceptions and exclusions• overview of high needs• timetable • further information
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The context
The overall architecture is the same Refinements
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Journey from complex to simple Multiple local and national data sources
37 Factors
8,000 Variations
150 LA models
Pre 16 statement
Post 16 statement
High Needs statement
12 Factors
National datasets
1 statement
Refine and improve13
factors
Before 2013
2013/14
2014/15
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Refinements and improvements
• Changes to some existing factors • A new requirement on the amount of funding to be pupil-led• Changes to the lump sum• Introduction of a new sparsity factor• A new ‘falling rolls’ fund introduced• Changes to the Schools Forum regulations
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School Budget Share
Basic entitlement
Deprivation
Looked After Children
Mobility
Prior Attainment
English as an Additional Language
6th Form
Lump Sum
Rates
Fringe
Split site
Private Finance Initiative
12 funding factors introduced in 2013/14
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School Budget Share
Basic entitlement
Deprivation
Looked After Children
Mobility
Prior Attainment
English as an Additional Language
6th Form
Lump Sum
Rates
Fringe
Split site
Private Finance Initiative
Some factors remain the same
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School Budget Share
Basic entitlement
Deprivation
Looked After Children
Mobility
Prior Attainment
English as an Additional
Language6th Form
Lump Sum
Rates
Fringe
Split site
Private Finance Initiative
Some factors have changed
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School Budget Share
Basic entitleme
nt
Deprivation
LAC
Mobility
SEN
EAL6th Form Lump
Sum
Rates
Fringe
Split site
PFI
Sparsity Factor
And there is a new ‘Sparsity Factor’
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School Budget Share
Basic entitlement
Deprivation
Looked After Children
Mobility
Prior Attainment
English as an Additional Language
6th FormLump Sum
Rates
Fringe
Split site
Private Finance Initiative
Sparsity
13 funding factors in 2014/15
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Refinements to pupil-led factors
• Minimum £2k for primary pupils; £3k for secondary pupilsBasic Entitlement
• Changes to measurement at Early Years Foundation Stage and Key Stage 2
Prior Attainment
• Now only applied when the number of ‘mobile’ pupils exceeds 10%Mobility
• Applies to any child who has been in care for at least one day during a specified period
Looked After Children
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Changes to pupil-led funding:Local authorities must ensure that at least 80% of delegated funding is distributed by pupil-led factors
Pupil Led Factors 80%
Non Pupil Led Factors
20%
Minimum distribution of delegated funding by LAs
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Changes to the lump sum
2013/14
Primary SecondaryUp to £200,000
2014/15
Primary SecondaryUp to £175,000 Up to £175,000
• Option to have different lump sums for primary and secondary• Lump sum capped at £175,000 per school• Amalgamating schools receive 85% of the combined total for the
next full year
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The new sparsity factor - Eligibility
Primary School
• Up to 150 pupils• More than an
average of 2 miles to second nearest school
Secondary School
• Up to 600 pupils• More than an
average of 3 miles to second nearest school.
Middle and ‘All Through’
• Up to 600 pupils• More than an
average of 2 miles to second nearest school
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The new sparsity factor - Funding
• Aimed at supporting necessary small schools
• £100k maximum allowable for a sparse school
• Flat rate or tapered amount, relative to the size of the school
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Sparse Primary
Academy
Next nearest school
Next nearest school
1 mile
1 mile
2 miles
1 mile
3 miles
5 miles
2 miles
4 miles
Sparse Primary Academy has 100 pupils
Average miles to the next nearest school = 2.38 miles
KEYDistance to Sparse Primary Academy
Distance to 2nd nearest school
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Sparsity factor calculationsPupils whose nearest school is ‘Sparse Primary Academy’
Distance to next nearest school (miles)
School B School C
Pupil 1 2
Pupil 2 3
Pupil 3 4
Pupil 4 5
Pupil 5 1
Pupil 6 1
Pupil 7 1
Pupil 8 2
Total Miles to 2nd nearest school
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Average miles: 19 miles/8 pupils = 2.38 miles
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Falling rolls fund• Fund in advance of a
temporary dip in population
• Only for good or outstanding
schools / academies
• Schools Forum to agree the
criteria and be consulted on
allocations
• Needs to relate to local place
planning 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021500
600
700
800
900
1000
1100
Year
Pupi
l Num
bers
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Changes to Schools Forum regulations
• One member from an institution providing education to 16-19
year olds required• Requirement to have representation from a 14-19 partnership
removed
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Exceptions and exclusions examples
• Carry forward of approval on exceptional premises factors• No carry forward of approval for exclusions from the MFG• Changes to pupil numbers as a result of reorganisation or age-
range change • Sparsity calculation, if the ‘crow flies’ measure produces
perverse results
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How is the calculation put together?
School Budget
Share
Calculation
Minimum
Funding Guarantee
Education Service
s Grant
£
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Pupils with special educational needs (SEN)
• Now mandatory that local authorities delegate sufficient
funding to allow schools to meet the costs of additional SEN
support up to £6k• Criteria for extra targeted funding to be decided in advance
and described on pro forma• More detail in the separate High Needs presentation
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Pre-16 high needs funding
Element 1: core
education funding
Element 3: top-up
funding
‘Top up’ funding from the local authority responsible for the pupil (or it could be a school in the case of AP) to meet the
additional costs of meeting the needs of each pupil or student placed in the institution
Element 2: additional support funding
Place Led
Mainstream per pupil funding (basic entitlement)
Contribution of £6,000 to additional support required by a pupil
Mainstream Setting
Pre 16 SEN and AP
Base funding of £10,000 for SEN and £8,000 for AP placements. Base funding is provided on the
basis of planned places
Specialist Setting
Pupil Led
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Late changes or differences of opinion on place numbers
Place number
s
LAAcademyEFA
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Growth revenue
Pupil numbers decreasing Lagged funding (Census based) Estimates (Pupil Number Adjustment) Falling rolls fund
Pupil numbers increasing Popularity Basic need Small and/or rapidly growing institutions LA wide re-organisation Exceptional circumstances
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Inputs: your funding calculation
LA pro forma
Census
Estimates
Allocation
The accuracy of your allocation depends on the data on which it’s based.
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Where next?
Before 2013/14
• Multiple local and national data sources
• 37 Factors• 8,000
Variations• 150 LA models• Pre 16
statement• Post 16
statement• High Needs
statement
2013/14
• 12 factors• National
datasets• 1 statement
2014/15
• New sparsity factor
• Refinements and improvements
2015/16
• National Fair Funding Formula
• Self Service
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Key dates14 October RFDC 1 - collection of estimated pupil numbers from establishments not
on Census
31 October Due date for local authorities to provide draft Pro Forma submissions
31 October School Census return deadline
20 November Webinar - High Needs for academies25 November Webinar – Funding for Free Schools, UTCs and Studio Schools29 November RFDC2 - Collection of additional data required for non-recoupable
establishments
23 December Local authorities submit high needs place numbers to EFA
21 January Local authorities provide final Pro Forma submissions
Mid February EFA start to communicate academy allocations
31 March All academies have received a 2014/15 allocation
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• Funding guidance available on the DfE website and Resources tab of the Live Group portal
• Queries and applications to disapply the regulations should be sent to [email protected]
• Recoupment guidance for 2013-14 can be found here• Academy enquiries can be addressed to
[email protected]• Responses on the Feedback tab of the Live Group portal
Further information
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Other online eventsPresentations• Post-16 funding • High Needs for academies• High Needs for Local Authorities Webinars• 4th November - High Needs for Local Authorities• 20th November - High Needs for academies• 25th November - Funding for Free Schools, University Technical
Colleges and Studio Schools