1. EDUCATION DEPARTMENT Leicestershire Learning for Life 1 Formula Review Group Autumn 2005

2. EDUCATION DEPARTMENT Leicestershire Learning for Life 2 Membership of the Group Chris Price, St Botolph's, Shepshed David Herd, Thurnby, St Lukes Adrienne Holland, Headteacher, The Grove, Melton Jill McLaughlan, Headteacher, Westfield Infants School Pat Young, Headteacher, Newbridge High Jenny Lawrence, Education Finance Service Chris Bristow, SENA Charlie Palmer, SEO Phil DMello, Senior Accountant Christine Cassell, Assistant Director of Education [additional secondary reps being sought via LSH]

3. EDUCATION DEPARTMENT Leicestershire Learning for Life 3 Formula Review Group: Terms of Reference Seek views of stakeholders on the principles of SEN delegation Work within national guidance on school funding Identify improvements to the delegation formula, transition arrangements and related procedures Share the work of the group in brief with colleagues via the Education Bulletin To make recommendations to the Schools Funding Forum on changes to LMS arrangements around SEN funding

4. EDUCATION DEPARTMENT Leicestershire Learning for Life 4 Arrangements for 2005-06 The resources for nearly all mainstream statements (including those with 25 hour and above LSA support) have been delegated. Only enhanced packages remain centrally funded.enhanced packages The major features of SEN delegation for 2005-06 are: £12.9m delegated to schools £154K mid year transfer budget held centrallymid year transfer budget £140K Top-up budget to be allocated in May-June 2005 (where schools statement costs exceed the delegated budget)Top-up budget 45% formula funding (55% historic costs of statements) Formula factors: Prior attainment (two thirds) Disadvantage (one third) Plan to move to full formula funding by 2007-08 providing losers can be protected Statements of special educational need now make clear that grouped arrangements can be used to support pupils, often to their considerable advantage. Discussion of how the arrangements to schools with significant numbers of City Pupils is here.grouped arrangementshere. http://www.leics.gov.uk/index/education/special_education_needs/sen_delegation.htm

5. EDUCATION DEPARTMENT Leicestershire Learning for Life 5

6. 6 Proposals for 2006-07 Transitional support budget Budget of £85,000 proposed to schools forum (decision in March) Enhanced Packages budget Proposal to delegate to Area Placement and Support Panels needs more work with heads at schools forum- this underway 16+ statements in mainstream Agreed by schools forum Balance between historic and formula funding Schools forum have agreed 67% formula funding for 06-07 and 100% for 07-08 Mid year transfer support Small budget proposed to be held centrally to help small schools with high cost pupils arriving at non-standard times.

7. EDUCATION DEPARTMENT Leicestershire Learning for Life 7 Discussion at Forum Feb 06 The link between Area Placement and Support Panels (APSPs) and delegation noted Primary schools need to be better engaged with APSPs Secondaries have some concerns about the frequency of meetings APSPs not yet ready to manage delegated responsibility for Enhanced Packages

8. EDUCATION DEPARTMENT Leicestershire Learning for Life 8 Detailed Issues to Address Inclusion/dual placement support Move in support for low flying LAC Dowry arrangements for LAC and other pupils Support for schools in budget difficulty No clawback of delegated funds Funding for turbulence Schools close to city boundary

9. EDUCATION DEPARTMENT Leicestershire Learning for Life 9 Mid Year Transfer Support Letter to schools, 20th October, 2005 Mid Year Transfer support for high cost pupils (25 hour plus) arriving at non- standard transfer time To be restricted to schools where statement costs exceed delegated budget

10. EDUCATION DEPARTMENT Leicestershire Learning for Life 10 Area Placement and Support Panels: Funding Role Mid Year Transfer Support Extend to LAC low cost statements new arrivals* Dowry for HtP LAC new to a school? (Hard to place LAC: 25 pupils @ £2000 each = £50,000 per year * East Midlands LAC protocol provides for voluntary recoupement for non-statemented LAC. However, because of SEN delegation, schools currently do not get additional funding for statemented LAC- this seems perverse to schools, and many say they would take pupils but need funding to do it.

11. EDUCATION DEPARTMENT Leicestershire Learning for Life 11 Revised Proposals for 2006-07 Transitional support budget Budget of £85,000 agreed by schools forum- will support schools with statement costs in excess of delegated budgets Enhanced Packages budget Propose to run shadow budgets and engage APSPs with decision making in 06-07 and work on formal agreement to support delegation for 07-08 approved by forum 16+ statements in mainstream Agreed by schools forum Balance between historic and formula funding Schools forum have agreed 67% formula funding for 06-07 and 100% for 07-08 Mid year transfer support Small budget proposed to be held centrally to help small schools with high cost pupils arriving at non-standard times.