Funding Update Donna Munday Schools Finance Manager Tel: Mobile

Topics for today Overview of Reforms Consultation Results Next Steps What the future holds?

Overview of Reforms 3 Notional Blocks Limited use of Factors Newly Delegated Budgets Place Plus Funding Transitional Protection October Census

3 Notional Blocks

Limited Use of Factors Age Weighted Pupil Unit funding (AWPU) Deprivation English as an Additional Language (EAL) Low Cost High Incidence SEN (LCHI) Looked After Children (LAC) Lump Sum Mobility Rates Post 16 Split Sites - not currently applicable to WBC London Fringe - not applicable to WBC PFI Contracts - not currently applicable to WBC

Newly Delegated Budgets Contingencies Insurance Licenses and Subscriptions Staff Costs - supply cover Behaviour Support Services Support for Minority ethnic pupils and under achieving groups PLO’s School Meals Primary / Special

Place Plus Funding for Special Schools / PRU’s / Resource Units Amount of Funding per place (£10,000 / £8,000) Top up available for pupil – based on their needs Needs Matrix - WIP

Top Ups – who can access them? Special Schools PRU’s Maintained Schools Academies Nurseries

Maintained Schools First £10,000 to come from schools budget £4,000 = AWPU £6,000 = LCHI SEN factor No recoupment going forward schools to deal direct with LA’s.

Increased Monies in the Notional SEN budget Was £3,947,848 Now £5,715,285 –Lump Sum –Attainment –Additional AWPU

Transitional Protection Now agreed to have three years protection:- 2013/14 minus 1.5% 2014/15 minus 1.5% 2015/16 tbc.

Consultation Results 89% Response rate THANK YOU! Not the worst case scenario that we feared due to responders taking an holistic approach, but still an impact will be felt

Results cont. 94% have voted in favour of a top slice to fund Growth / Bulge classes 85% have voted to keep the base rate maintaining the Secondary to Primary ratio 63% have voted to roll up Newly Qualified Teacher’s and Upper Pay Scale into the Age Weighted Pupil Unit

Results cont. 45% have voted to base the deprivation payment on a combination of Free School Meals and Income Deprivation Affecting Childhood Index 48% have voted to fund mobility by increasing the lump sum 64% have voted to fund English as an Additional Language for 3 years using the DfE’s preferred allocation method

Results cont. 90% have voted to introduce a factor to fund Looked After Children 55% have voted to increase the amount of money paid to Primary schools for Low Cost High Incidence SEN on the basis that Early Intervention at Primary school should reduce costs in Secondary School. 41% have voted to choose Option 7 for the distribution of the LCHI SEN

What these Results mean AWPU – 1 Primary 2 Secondary Lump Sum – Same for every school Primary / Secondary ratio the same at 1:1.28 EAL funding only for 3 years Deprivation and Poor Attainment - targeted

Positive Impact Funding more Pupil Led Clarity around Notional SEN budget in SB should enable funds to be better targeted to need. Deprivation factor based on both EVER6 FSM and IDACI should better target deprived individuals. Larger Lump Sum protect smaller schools. Further delegation of funding giving greater autonomy.

Not so Positive Impact Can no longer have Taper Relief as additional protection for small schools. Can no longer fund NQT’s and UPS as a specific factor. Funds are re-distributed.

Contingencies Growth Schools in Financial Difficulty

Next Steps Proforma – to be agreed. Indicative Budgets Final Budgets Further Review of Impact on schools Finalise Needs Matrix for HNB Collaborate with other LA’s

What The Future Holds?

The National Formula This is the first step….. DfE plan a review following the finalisation of the first years Budgets. Planned review of the provision of special places We now have national factors…. Next we expect national rates (or ranges)

Any Questions?