1. Lindsey Wharmby OBE Financial Consultant to f40

2. National funding system Schools LSC YPLA for Post-16 DSG Local Authority Standards Funds and Grants Central Government

3. EFSS 2° Block 1° Block High Cost Pupils + grants Spend Plus EFSS (partly implemented) + LA spend + Ministerial priorities New blocks in a formula 2° 1° Under-5s High Cost Post-16? Central Expenditure? From EFSS to a new formula

4. Basic entitlement per pupil Additional Educational Need Sparsity (for primary – and under 5s) x Area Cost Adjustment The content of the main blocks

5. Basic Entitlement f40 says it should: be based on an activity-led formula identify the basic level of educational activity that the country can afford, but not include any additional educational need support

6. F40 says it: should be based on pupil level data collected through the PLASC needs to recognise the additional costs of providing support in sparse areas must be clearly distinguished from the basic entitlement Additional Educational Need

7. F40 says: this is really an ‘area cost’ – it affects all salary costs It should be: based on the additional costs of running small schools be based on the sparsity of pupils in maintained schools Sparsity

8. F40 says: ACA should enable all authorities to provide a comparable level of provision at school level agreed system must be transparent and understandable to all there should be no ‘steep cliff edges’ between neighbouring areas Area Cost Adjustment

9. data should be relevant, reliable, valid and up-to-date proxy indicators should show a high correlation with the need there is a difference between a proxy indicator used to distribute funding and the needs of the pupils rural areas face different challenges from inner cities – but they still face challenges! Please remember!

10. Questions?