school funding reform 2013-14

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School Funding Reform 2013-14 Simon Pickard Finance Business Partner CEF Nick Baggett Senior Management Accountant (Technical) Gillian McKee CEF Financial Manager (Technical). School Funding Reform 2013-14. - PowerPoint PPT Presentation

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  • School Funding Reform2013-14

    Simon Pickard Finance Business Partner CEFNick Baggett Senior Management Accountant (Technical)Gillian McKee CEF Financial Manager (Technical)

  • DFE requires radical simplification of mainstream school funding formulae from 2013-14 37 permitted factors reduced to 10 plus 2 new items and applications for exceptionsVery tight timetable for modelling and consultation with Schools Forum and all schoolsDFE deadline for submission of revised formula structure 31 OctSignificant turbulence in school / academy budgetsDramatic changes to school funding for higher level SENNeed for increased financial management advice to schools 7m more must be passported to schools / providersGovernment will not address inequality between LAsSchool Funding Reform 2013-14

  • Allowable Formula Factors 2013-14Basic per pupil entitlement Primary, Secondary KS3 and KS4DeprivationLooked After ChildrenLow cost, high incidence SENEnglish as an additional language (EAL) Lump sum same for all schools (100k up to 200k)Split sitesRatesPupil MobilityReception UpliftPrivate Finance Initiative contracts (not OCC)London Fringe authorities (not OCC)Exceptional Circumstances if Education Funding Agency agrees

  • Summary of Impact lump sum 120k

    PrimarySecondaryRoll 100 & < 200Roll >= 200Roll < 1000Roll >= 1000Gains >= 6%1011700Gains >= 4.5%35510Gains >= 3.0%5111012Gains >= 1.5%581681Gains < 1.5%3162043Losses < 1.5%892243Losses >= 1.5%561131Losses >= 3.0%26400Losses >= 4.5%15200Losses >= 6%64620Total Number of schools in range48811032310Maximum % gain10.6%11.0%8.4%5.0%3.8%Maximum % loss-24.4%-10.1%-10.0%-7.8%-1.9%

  • New Funding Formula 2013-14 (before MFG)PRIMARYSECONDARYPer Pupil Unit RatePrimaryTotal Allocation%Per Pupil Unit RateSecondaryTotal Allocation%Basic Entitlement Primary2,721127,040,87872.5%Key Stage 3 pupils3,93570,000,00049.2%Key Stage 4 pupils4,12749,564,19434.9%Deprivation 1,3086,532,2493.7%2,3276,035,1504.2%Low Cost High Incidence SEN1,13610,235,7125.8%2,9019,895,7857.0%English as an Additional Language (EAL)152342,2110.2%385141,8110.1%Lump Sum (120,000 for all settings)27,840,00015.9%3,960,0002.8%Rates (estimate of actual cost)2,945,6021.7%2,585,1341.8%Pupil Mobility54223,7540.1%00.0%Exceptional Circumstances48,3920.0%00.0%TOTAL 2013-14175,208,797100.0%142,182,074100.0%

  • Reform of high needs funding (extract from DFE consultation)

  • SEN - Secondary Schools Currently all statementing budget is delegated to secondary schoolsDFE recommended delegation threshold would require de-delegation of part of this budget and correspondingly increase central adminSecondary schools are strongly opposed to thisOfficers recommend continued delegation of available funding in full at start of financial year. Possibility to hold a small budget centrally to allocate in-year top-up funding for very high levels of need

  • SEN - Larger Primary Schools Larger Primary schools currently receive delegated funding for SEN pupils with needs up to 15 additional hours per week via the AWPU, Special Needs index funding and the statementing budget delegated using the Special Needs index (the notional SEN budget). Top-up funding is allocated for individual pupils requiring support in excess of 15 hours per week. This broadly corresponds to the financial threshold of 6,000 for additional support.Impact not expected to be significant in levels of delegation, although the change in indicators used to allocate LCHI SEN may cause turbulence.

  • 100 smallest Primary schools currently receive delegated funding for pupils with needs up to 5 hours per week via funding formulaTop-up funding allocated for pupils requiring support above 5 hours per week.Significant change in SEN delegation to equivalent of 15 hours per weekConcerns about formula being sensitive enough to allocate sufficient funding to small Primary schools with disproportionate numbers of SEN pupilsLow level of DSG per pupil in Oxfordshire also makes difficult to achieve basic entitlement for Primary pupils close to 4,000Lump sum may provide some protection

    SEN - 100 Smallest Primary Schools

  • Special Schools and Special UnitsPlace-plus funding Base funding 10,000 per placeTop-up funding - not certain at start of year?Direct funding relationship with commissioning LAs replacing inter-authority recoupmentSpecial Needs Units place plus would apply with pupils then excluded from mainstream formulaHospital Schools ??

  • Alternative Provision / MeadowbrookPlace-plus funding for PRUs Base funding 8,000 per place Top-up funding paid by commissioner on per pupil basis related to movement of pupilCommissioner can be schools / academies / LAsDelegated budgets for PRUs from April 2013Impact on Meadowbrook led programmes (eg. In-Year fair funding panels) unclear

  • Nursery Schools / Early Years Formula No longer permissible to have a funding factor based on replication of previous grantsNursery Schools received 506K in 2012-13Need to decide how to allocate this funding in future possible increase in deprivation factor? Deprivation factor to be revised to allocate funds to all deprived children, not targeted to settingsConsiderable impact on nursery school budgetsSEN allocations and support to be reviewed

  • Ongoing workConsultation with schoolsApplications for exceptionsNursery Schools EYSFF Special needs unitsTop ups for high cost pupilsSpecial Schools New delegationsAlternative Provision / Pupil Referral Unit (Meadowbrook) Hospital School

  • Timetable to finalise OCC formula:17/09 Start of Consultation with Oxfordshire schools 24 27/09 Briefing sessions for Headteachers, Governors and SchoolBusiness Managers / Finance Officers September DfE expected to confirm 2012-13 Dedicated Schools Grantbaselines to LAs (Schools / Early Years / High Needs)04/10 School Census count for 2013-14 funding allocations 12/10 End of Consultation with Oxfordshire schools19/10 Schools Forum Meeting to consider responses and make finaldecision on structure of revised formula 31/10 Deadline for return of proposed formula structure to EFAAutumnApproval of structure for OCC formulaDec / JanCentral Budgets decided by Schools ForumFebruaryFinal formula values confirmedFeb / MarchBudget shares published

  • Useful links:

    Current OCC funding consultation with schools:https://myconsultations.oxfordshire.gov.uk/consult.ti/School_funding_reform_2013_14/consultationHome

    Strategic Review of School Funding page on OCC intranet:http://intranet.oxfordshire.gov.uk/wps/wcm/connect/occ/Insite/Support/Finance/Schools+Finance/CYPF+-+OS+-+F+-+SF+-+Strategic+review+of+finance

    DFE consultation documents:http://www.education.gov.uk/schools/adminandfinance/financialmanagement/schoolsrevenuefunding/a00205567/school-funding-reform-and-arrangements-for-2013-14