Academy Funding in 2014/15

This presentation will cover:

• context

• changes from 2013/14

• exceptions and exclusions

• overview of high needs

• timetable

• further information

1

The context

• The overall architecture is the same

• Refinements

2

Journey from complex to simple

3

Before 2013

2013/14

2014/15

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

4

12 funding factors introduced in 2013/14

5

Some factors remain the same

6

Some factors have changed

7

And there is a new ‘Sparsity Factor’

8

13 funding factors in 2014/15

9

Refinements to pupil-led factors

Changes to pupil-led funding:

Pupil Led Factors 80%

Non Pupil Led Factors

20%

Minimum distribution of delegated funding by LAs

Local authorities must ensure that at least 80% of delegated funding is distributed by pupil-led factors

11

Changes to the lump sum

2013/14Primary Secondary

Up to £200,000

2014/15Primary Secondary

Up 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

• LA Pro forma includes sparsity calculation

12

The new sparsity factor - Eligibility

13

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

14

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

15

KEYDistance to Sparse Primary Academy

Distance to 2nd nearest school

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

14 5

Average miles: 19 miles/8 pupils = 2.38 miles16

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

17

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

18

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

19

How is the calculation put together?

20

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

21

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

22

Late changes or differences of opinion on place numbers

23

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

24

Inputs: your funding calculation

LA pro forma

Census

Estimates

Allocation

25

The accuracy of your allocation depends on the data on which it’s based.

Where next?

26

Key dates

14 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 academies

25 November Webinar – Funding for Free Schools, UTCs and Studio Schools

29 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

27

• 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

ReformTeam.funding@education.gsi.gov.uk

• Recoupment guidance for 2013-14 can be found here

• Academy enquiries can be addressed to

academyquestions@efa.education.gov.uk

• Responses on the Feedback tab of the Live Group portal

Further information

28

Other online events

Presentations:• Post-16 funding • High Needs for academies• High Needs for Local Authorities Webinars:• High Needs for academies• High Needs for Local Authorities• Funding for Free Schools, University Technical Colleges and

Studio Schools

29