1. SECTION 251 BUDGET STATEMENT BRIEFING Schools Forum 9 th July 2015

2. Purpose of Briefing To brief Schools Forum on:  Status of the S251 budget statement LA Table  The purpose of the S251 budget statement  Where the S251 budget statement is posted to http://www.birmingham.gov.uk/schoolbudget http://www.birmingham.gov.uk/schoolbudget  Format of the S251 budget statement  Where Schools Forum decisions are captured on the S251 budget statement Page 2

3. Page 3

4. Section 251 Table 1 Budget Statement  Local authorities (LAs) are required under Section 251 of the Apprenticeships, Skills, Children and Learning Act 2009 to prepare and submit an education and children and young people’s services budget statement to the Secretary of State for Education.  The budget statement applies to the period from 1 April 2015 to 31 March 2016 and must be submitted by 31 March 2015.  Regulatory provisions directly affecting the education content of these budget statements are also made in the School and Early Years Finance (England) Regulations 2014 Page 4

5. Purpose of Budget Statement  Intended to provide a clear picture of the LA’s planned spending: How much the LA intends to spend on their schools budget, de-delegated items, high needs budget, early years’ budget, central provision within the schools budget and children and young people’s services.  By following a prescribed DFE national format it allows comparisons to be made between LA’s  The S251 budget statement is not used as a monitoring tool, as it does not reflect the management account structure used by the LA.  The statements are used by the Department for Education (DfE) for the publication of statistics, for constructing benchmarking tables for local authorities, and for answering Parliamentary Questions and other requests for data. Page 5

6. Guidance Regulatory provisions directly affecting the education content of these budget statements are made in the School and Early Years Finance (England) Regulations 2014 http://www.legislation.gov.uk/id/uksi/2014/3352 Guidance on the completion of the S251 Budget Statement are provided in the “Section 251 financial data collection 2015 to 2016 Advice for local authorities compiling their budget statements” document issued by the EFA (54 pages) https://www.gov.uk/section-251-2015-to-2016 Page 6

7. Publication and Submission of Budget Statements LAs must submit their budget statement by 31 March 2015 using the DfE’s centralised data collection and management system for education COLLECT (Collections On-Line for Learning, Education, Children and Teachers). The COLLECT system is an online data collection tool allowing LAs to load their returns direct to the Department’s collections database Page 7

8. Format of Budget Statement  The statement is not set out in format that will allow immediate and visible reconciliation to the EFA allocation methodology via the blocks. For example the EFA allocates DSG for resource bases in the High Needs bloc whereas in Section 251 resource bases are shown under Primary and Secondary headings as appropriate.  The statement captures Schools Forum decisions on the School and Early Years blocks Page 8

9. Format of Budget Statement Total Schools budget – which is funded from DSG and EFA Post 16 grant  1.0.1 to 1.5.1 Schools Budget before Academy Recoupment  1.7.1 to 1.7.5 Total Funding Supporting Schools Budget  1.8.1 Academy Recoupment from DSG Page 9

10. 1.0.1 Individual Schools Budget (before academy recoupment)  The amount delegated to schools £978,430,787  Includes the amount made available to private, voluntary and independent (PVI) providers for the free entitlement for 3 and 4 year olds.  For special units in primary and secondary schools, special schools and pupil referral units, the delegated amount is only the place funding under Regulation 14 of the School and Early Years Finance (England) Regulations 2014. Top-up funding will appear in section 1.2 of the form. Page 10

11. De-Delegated Items 1.1.1 to 1.1.9 These apply only to maintained primary and secondary schools, listed below are the de-delegated items in Birmingham: 1.1.1 Contingencies: Closing and opening schools £960,566 Redundancy £500,000 1.1.2 Behaviour Support Services (primary only) £352,436 1.1.9 Staff Costs – Supply Cover for Facility Time £403,155 Page 11

12. High Needs Budget 1.2.1 to 1.2.12 Key budget Lines include: 1.2.1 Top up funding - maintained schools : £41,043,692 Includes planned expenditure on top- up funding for maintained schools, including pupil referral units (PRUs). This will include pupils placed in ordinary classes, in special units and resourced provision, in special schools and in PRUs. 1.2.2 Top up funding – academies, free schools and colleges: £8,114,689 Includes planned expenditure on top-up funding for academies and free schools. This will include pupils placed in ordinary classes, in special units and resourced provision, in special academies and free schools, and in alternative provision academies and free schools 1.2.3 Top-up and other funding – non-maintained and independent providers: £22,191,166 Includes planned expenditure on top-up funding for non-maintained special schools, and planned expenditure on pupils with SEN statements or education, health and care (EHC) plans at independent schools. Page 12

13. 1.2.4 Additional high needs targeted funding for mainstream schools and academies: £500,000 Includes expenditure from the authority’s high needs budget which is given to mainstream schools and academies to ensure that they have enough funding to meet additional support costs up to £6,000 for pupils with SEN, where they cannot reasonably do this out of their budget share. 1.2.5 SEN support services: £ 11,428,997 Includes the costs of non-delegated centrally retained specialist SEN support services for pupils with or without statements or EHC plans, whether supported directly by the LA or commissioned by them e.g. Sensory Support Services, Pupil and School Support, Early Years Senco’s etc. 1.2.7 Other alternative provision services: £ 2,307,472 Includes planned expenditure on AP services provided directly or commissioned by the LA e.g. Pupil Connect Page 13

14. Early Years Budget 1.3.1 Early Years Budget 1.3.1£4,463,665 This line reflects the total funding for: Early Years Consultant Support for the PVI Sector £439,299 Foundation Years Parenting Support £889,005 *PVI Full Time Provision £1,067,361 *Early Years Pupil Premium £2,068,000 * Included on 1.3.1 line as per EFA guidance, funding however will be delegated to school settings and PVI’s Page 14

15. Central Provision within Schools Budget 1.4.1 to 1.4.13 1.4.1 Contribution to combined budgets £12,265,189: Expenditure under this heading reflects the contribution to a combined service approved by the schools forum :  Common Assessment Framework £262,000  School Improvement & Settings £1,080,489  BSF Early Years Split Site Contribution £12,700  Equal Pay Contributions £10,660,000  Redundancy (Early Years & Special) £250,000 Page 15

16. 1.4.2 School Admissions £1,472,212 1.4.3 Servicing of Schools Forums £213,223 1.4.5 Falling Rolls Fund £500,000 1.4.10 Pupil Growth/ Infant Class Sizes £2,000,000 1.4.13 Other items £875,074 Copyright licences which are negotiated centrally by the Secretary of State for all publicly funded schools. Page 16

17. 1.5.1 Other Specific Grants 1.5.1 Other specific grants : Other specific grants, whether devolved or not devolved to schools. This does not include any element of the Pupil Premium grant, which is not to be entered in the Section 251 Budget Statement.  Universal Infant Free School Meal Grant £9,884,000  Physical Education Grant £2,265,000  Direct Salaries Grant £186,000 Note: statement includes gross expenditure and gross income Page 17

18. Reconciliation of Schools Budget Budget Statement Lines 1.7.1 to 1.7.5 = £1,088,750,441 Set out the estimated DSG and EFA Post 16 funding that supports the total planned schools budget (before academy recoupment) as recorded on line 1.6.1 of the S251budget statement. Page 18

19. Questions Page 19