Download - BROMLEY CIVIC CENTRE, STOCKWELL CLOSE, BROMLEY BRI …

To: Members of the

SCHOOLS' FORUM

Andrew Downes (Chairman) Secondary Academy Governor

David Bridger (Vice-Chairman) Non-School Representative (Church of England)

Colin Ashford Primary Academy Governor Anna Bosher Non-School Representative (Catholic Church) Geoff Boyd Primary Maintained Governor Angela Chapman Primary Maintained Governor Nick Cross Secondary Academy Head Teacher Patrick Foley Primary Maintained School Head Teacher Neil Proudfoot Non-School Representative (Joint Teacher

Liaison Committee) Karen Raven Secondary Academy Head Teacher Alison Regester Non-School Representative (Early Years) Richard Sammonds Primary Academy Head Teacher Keith Seed Special Head Teacher/Governor 1 x vacancy Secondary Maintained School Head

Teacher/Governor 1 x vacancy Primary Maintained School Head Teacher David Wilcox Secondary Academy Governor A meeting of the Schools' Forum will be held at the Education Development Centre

on THURSDAY 20 SEPTEMBER 2012 AT 5.00 PM *

* PLEASE NOTE STARTING TIME AND VENUE

MARK BOWEN

Director of Resources

A G E N D A

1

APOLOGIES FOR ABSENCE

2

DECLARATIONS OF INTEREST

3

MINUTES OF THE MEETING HELD ON 12TH JULY 2012 (Pages 3 - 8)

4

SPENDING BY PRIMARY, SECONDARY AND SPECIAL MAINTAINED SCHOOLS IN 2011/12 (Pages 9 - 26)

5

CONSULTATION ON THE SCHOOL FINANCE REGULATIONS 2013 AND ADDITIONAL GRANT CONDITIONS FOR THE DSG (Pages 27 - 74)

BROMLEY CIVIC CENTRE, STOCKWELL CLOSE, BROMLEY BRI 3UH

TELEPHONE: 020 8464 3333 CONTACT: Kerry Nicholls

[email protected]

DIRECT LINE: 020 8313 4595

FAX: 020 8290 0608 DATE: 11 September 2012

6

FINAL DSG BUDGET 2012/13 (Pages 75 - 78)

7

CHILDREN AND YOUNG PEOPLE OUTTURN REPORT 2011/12 (Pages 79 - 94)

8

FINANCIAL MODELLING FOR THE 2013/14 FUNDING REVIEW (Pages 95 - 118)

9

CONSTITUTION OF THE SCHOOLS FORUM (Pages 119 - 128)

10

CONSULTATION ON REPLACING RSG LACSEG FOR 2013/14 (Pages 129 - 158)

11

ANY OTHER BUSINESS

12 DATE OF NEXT MEETING

All meetings are at the EDC unless otherwise stated. 4.30pm, 18th October 2012

SCHOOLS FORUM

Minutes of the meeting held 12th July 2012

Present:

Primary Maintained School Head Teacher:

Patrick Foley

Primary Maintained Governors: Geoff Boyd Angela Chapman

Primary Academy Governor: Colin Ashford Secondary Academy Head Teacher: Nick Cross Secondary Academy Governor: Andrew Downes (Chairman) Special Head Teacher/Governor: Keith Seed Non-School Representatives: David Bridger – Church of England (Vice-Chairman)

Neil Proudfoot – Joint Teacher Liaison Committee Anna Bosher – Catholic Church

Also present

David Bradshaw (Head of CYP Finance) Gill Bratley (Senior Finance Officer) Mandy Russell (Head of Schools Finance Support) Kerry Nicholls (Democratic Services Officer)

1. APOLOGIES FOR ABSENCE

Apologies for absence were received from Karen Raven. Apologies for lateness were received from Colin Ashford, Primary Academy Governor.

The Chairman was pleased to welcome Nick Cross, Head Teacher of Bullers Wood School to the Schools’ Forum representing Secondary Academy Head Teachers. He also noted that Fiona Mills had resigned from her role representing Primary Maintained School Head Teachers and thanked her for her contribution to the Schools’ Forum. 2. DECLARATIONS OF INTEREST There were no declarations of interest. 3. OUTCOME OF CONSULTATION WITH SCHOOLS ON PROPOSED

FUNDING REFORM

Members of the Forum considered a report providing information on the consultation responses received from schools across the Borough regarding the proposed School Funding Reform for 2013/14 and 2014/15. Thirty one schools had responded to the consultation, including 1 special school, 1 primary academy, 22 primary maintained schools and 7 secondary academies. The consultation had focused on three main areas which comprised delegation of central expenditure, changes to the funding formula and optional de-delegation for maintained schools.

Agenda Item 3

Schools Forum 12th July 2012

2

The Chairman indicated that no definitive decisions were being taken on this paper at this meeting. The conclusions from the consultation and this meeting would be used for detailed modelling by Officers of the funding consequences to each school. That modelling and the issues it threw up would be considered at the Forum’s meeting on 20th September 2012.

In answer to questions raised by the Vice-Chairman, Officers confirmed the

following:

a) The figures shown in the consultation for central expenditure items to be delegated were 2012/13 figures. The actual figures to be delegated in 2013/14 and future years were of course unknown at this stage but could be very different to the figures for 2012/13.

b) All of the central expenditure to be delegated was initially divided

between Primary, Secondary and Special schools before the delegation bases were applied. Hence the result of this delegation process would not cause shifts of funding between these three groups.

Delegation of Central Expenditure

Schools had been invited to comment on how central expenditure should be

delegated under the new formula. This included the allocation of contingencies, behaviour support services, support to underperforming ethnic minority and bilingual learners, free school meal eligibility and staff costs supply cover.

The responses from schools appeared to show strong support for the

proposed models for delegation of funds for contingency, underperforming ethnic minority and bilingual learners, free school meal eligibility and staff costs supply cover. With regard to the delegation of funds for contingency it was noted that proposed contingency funds for primary and secondary schools would be split 50/50 between the two groups, and that contingency funds for special schools would be identified separately. The delegation of the secondary schools contingency was required to be on a basis which did not include numbers of sixth form pupils. In response to a query, Mandy Russell confirmed that staff costs supply cover included funding to cover absence by school representatives carrying out union duties.

The responses from schools had been more varied with regard to the

proposed model of funding delegation for behaviour support services. The majority of primary schools had supported a proposed split of 10:45:45 of funds comprising basic entitlement/AWPU, deprivation and low cost/high incidence SEN (Special Educational Needs), which recognised that all schools had some level of behaviour need, but that deprivation and SEN were more substantial indicators of the need for behaviour support services. The response from secondary schools had been mixed and it was proposed that a higher proportion of funding be allocated through AWPU. Following consideration, members of the Forum agreed to model a proposed split of 20:40:40 for secondary schools.


3

Changes to the Funding Formula

Schools had been invited to comment on how elements of formula funding should be delegated to schools under the new funding formula. This included funding for the age weighted pupil unit, deprivation, English as an additional language, lump sums for schools and transferred grants. The responses from schools appeared to show strong support for the proposed delegation of funding formula for the age weighted pupil unit, for deprivation and in respect of primary schools for transferred grants. With regard to the age-weighted pupil unit, the Local Authority had the option of using one funding rate for both Key Stage 3 and 4 or separate funding rates for each key stage under the new legislation, although the amount of funding to be delegated would remain the same. The majority of secondary schools were in favour of a single funding rate being used and members of the Forum agreed to use this for modelling. Deprivation funding was currently allocated using actual free school meal eligibility as a proxy indicator and schools had the option to retain this or to move to the use of Ever 6 eligibility (which comprised those eligible for free school meals at any point in the last six years and was currently used for the pupil premium). The majority of schools supported the move to Ever 6 eligibility, and this would be used for the modelling, although there were concerns that the change in funding mechanism might initially cause issues for schools.

In considering transferred grants, members of the Forum noted that it was proposed that funding be allocated proportionally against pupil numbers, deprivation, prior attainment and English as an additional language as 40:18:40:2 for primary schools and 60:18:20:2 for secondary schools. The majority of primary schools had been supportive of the proposed allocation, as had just over half of responding secondary schools, although concerns had been raised around the fact that all or more of this funding should be allocated through AWPU. In response to a query around whether all pupil numbers including sixth form would be used for distribution and if some allowance would be made for specialist funding, Mandy Russell confirmed that funding could only be allocated on the elements allowed by the Department for Education, and that AWPU funding could only be directed at pupils below the age of 16. Specialism grants would no longer be provided and it was highlighted that selective schools would not benefit from the proportion allocated to prior attainment funding, although the minimum funding guarantee would offset to a significant degree the impact of any changes in funding allocation in the short term. Members of the Forum agreed to undertake modelling as proposed for both primary and secondary schools but, once this had been done, to re-consider the allocation, especially at secondary school level. In addition, the Schools’ Forum working party would review the proposed secondary schools split which had been developed by Officers based on historical information of all of the transferred grants involved.

English as an additional language was currently allocated based on data provided by the Local Authority and took into account pupil achievement and refugee status. Under the new regulations this funding could only be allocated using data regarding the length of time that these pupils had been in the maintained school system and could be allocated on the basis of 1, 2 or 3 years. The majority of respondents had indicated 3 years was their preferred option, although a number of


4

schools had indicated that 1 year was their preferred option. Following discussion it was agreed to model this on 3 years. With regard to the allocation of lump sums, members of the Forum noted that the current formula allocated different lump sums to small primary schools which included 1 and 1.5 entry primary schools and secondary schools with falling rolls. Under the new regulations only one lump sum amount could be allocated to all schools. In order to ensure that sufficient funding was provided to small schools, this lump sum would need to be set at an appropriate level with the additional costs of paying this to every school offset against basic AWPU entitlement funding. There had been a spread of respondents across the various options, however the majority of primary schools had asked for the level of funding to be set at £100,000 to £150,000 which included 3 small schools. It was noted that following consultation, the Department for Education had increased the level at which funding could be set to £200,000 if needed, and that the minimum funding guarantee would protect the amount received by schools in the short term. Schools’ Forum members underlined the need to set funding at a level at which all schools remained viable, and agreed that modelling be undertaken around the needs of small and 1FE schools, taking into account other factors such as the removal of threshold and premises funding.

Optional De-Delegation for Maintained Schools

Maintained schools had been invited to consider whether some funding be retained centrally rather the delegated for certain services. This included contingencies (including support for schools in financial difficulties and to support basic need growth), free school meal eligibility, staff costs for supply cover (not including the long term sickness scheme), support for minority ethnic pupils or underachieving groups and the Behaviour Support Service.

For each area it would be for the Schools’ Forum members in the relevant

phase to decide whether a service should be retained centrally. The decision would then apply to all maintained schools in that phase. However, if funding was delegated it might be possible for a group of schools to buy back a service as a sold service. Academy schools were also able to purchase sold services as needed.

The responses from schools appeared to show strong support for de-

delegation in all areas. However it was noted that the Local Authority would have to decide whether it was cost-effective to deliver these services at a central level for schools, and the move of further schools to academy status might impact the viability of providing a range of services centrally. The Chairman highlighted that representatives of small schools were particularly interested in de-delegation of services and had asked that this be noted by members of the Forum. It was also noted that a revision had been made by the Department for Education regarding contingency funding and that the Local Authority would now have the option to top-slice the funds allocated to primary or secondary schools to create a ‘growth fund’ to support schools asked to take additional pupils. Any remaining funds held by the Local Authority in this capacity would be re-allocated to primary or secondary schools at the end of each academic year.


5

Members of the Forum noted that the Schools’ Forum Working Group comprising Andrew Downes, David Bridger, Keith Seed, Patrick Foley, David Bradshaw and Mandy Russell would be meeting shortly to review the comments of the Schools’ Forum with regard to the consultation responses and to consider more detailed modelling of proposed funding reform. A number of alternate funding models would be developed during summer 2012 with the aim of providing 2 or 3 funding models to schools in early September 2012. The response of schools to these proposed funding models would be considered at the next meeting of Schools’ Forum on 20th September 2012. RESOLVED that comments of Members of the Forum with regard to the consultation responses be noted. 4. ANY OTHER BUSINESS In response to an e-mailed request from Karen Raven, Secondary Academy Head Teacher, the Chairman confirmed the dates of all meetings of Schools’ Forum currently planned for the 2012/13 academic year and noted that these would be circulated to all members of the Forum shortly. Members of the Forum highlighted the need for Schools’ Forum information, including the membership, agendas and minutes to be published on the Bromley Council website, and noted that this had been agreed at a previous meeting of the Schools’ Forum.

A member of the Forum also underlined the need to clarify the role of Schools’ Forum representatives, including voting rights, and the responsibility of members of the Forum to report progress back to those they represented. The Head of CYP Finance agreed to circulate guidance to all members of the Forum providing information on the constitution of the Schools’ Forum and the role of its representatives. 5. DATES OF NEXT MEETING All meetings will be at the EDC unless highlighted below: Thursday, 20th September 2012 Thursday, 22nd November 2012 Thursday, 13th December 2012 Thursday, 10th January 2013 Thursday, 7th February 2013 Thursday, 14th March 2013

Chairman The meeting started at 4:30 pm and finished at 6.07 pm

This page is left intentionally blank

1

Report No. ED12039

London Borough of Bromley

PART ONE - PUBLIC

Decision Maker: Schools’ Forum

Date: 20 September 2012

Decision Maker: Education Budget Sub-Committee


Decision Type: Non-Urgent Non-Executive Non-Key

TITLE: SPENDING BY PRIMARY, SECONDARY AND SPECIAL MAINTAINED SCHOOLS IN 2011/12

Contact Officer: Mandy Russell, Head of Schools' Finance Team Tel: 020 8313 4806 E-mail: [email protected]

Chief Officer: Tessa Moore, Assistant Director (Education)

Ward: Boroughwide

1. Reason for report

1.1 This report provides information on all revenue and capital balances held by Primary, Secondary and Special Maintained Schools as at 31 March 2012, and also provides a comparison to the balances held at the same time in the previous year.

________________________________________________________________________________

2. RECOMMENDATION(S)

2.1 The Committee is invited to consider the financial position of Primary, Secondary and Special Maintained Schools at the end of the 2011/12 financial year and to identify any matters for specific comment and referral to the Portfolio Holder.

2.2 The Schools’ Forum is asked to note the balances for information.

Agenda Item 4

2

Corporate Policy 1. Policy Status: N/A

2. BBB Priority: Children and Young People

________________________________________________________________________________

Financial

1. Cost of proposal: N/A

2. Ongoing costs: N/A

3. Budget head/performance centre: Dedicated Schools Grant 2011/12

4. Total current budget for this head: £219,000k

5. Source of funding:

________________________________________________________________________________

Staff

1. Number of staff (current and additional) – N/A

2. If from existing staff resources, number of staff hours – N/A

________________________________________________________________________________

Legal

1. Legal Requirement: Non-statutory - Government guidance:

2. Call in: Applicable

________________________________________________________________________________

Customer Impact

1. Estimated number of users/beneficiaries (current and projected) - N/A ________________________________________________________________________________

Ward Councillor Views

1. Have Ward Councillors been asked for comments? No

2. Summary of Ward Councillors comments:

3

3. COMMENTARY

3.1 This report highlights the financial position of Primary Secondary and Special Maintained Schools as at 31 March 2012 the end of the 2011/12 financial year.

3.2 Balances are reported in accordance with the DCSF Consistent Financial Reporting (CFR) Regulations. This is a framework for reporting income and expenditure and balances. It provides schools with a benchmarking facility for comparison between similar schools to promote self-management and value for money. A CFR return is produced for all schools maintained by the Local Authority as at 31 March 2012.

3.3 The CFR framework consists of six balances, which provide an overall picture of a school's resources available from one year to the next, and gives information on balances carried forward. The balances are categorised as follows:

BO1 Committed Revenue Balances

BO2 Uncommitted Revenue Balances

BO3 Devolved Formula Capital Balances

BO5 Other Capital Balances

BO6 Community Focused Extended Schools Balances

Nb BO4 Other Standard Fund Capital Balances has been deleted this year as standards funds no longer exist.

3.4 The average level of revenue balances (BO1 and BO2) both committed and uncommitted for Maintained Primary School stands at 5.35% of School Budget Shares compared to 5.20% at the end of 2010/11, which is an increase of 0.15%. Secondary school balances are -0.66% compared to 2.20% at the end of 2010/11; a reduction of 2.86%. These figures are distorted due to the fact that there are only two maintained Secondary schools included, one of which has a very high deficit.

3.5 Special School balances have increased to 7.28% compared to 3.62% the previous year; an increase of 3.66%.

3.6 A comparison of the levels of school balances as at 31 March 2012 to the previous year is shown in the table below.

Primary Schools £000

Secondary Schools £000

Special Schools £000

Revenue balances only as at: 31.03.12

Committed Revenue Balances (BO1)

538 (0.77%) 81 (0.96%) 72 (0.81%)

Uncommitted Revenue Balances (BO2)

3,189 (4.58%) -136 (-1.61%) 573 (6.47%)

3,727 (5.35%) 55 (-0.66%) 645 (7.28%)

Revenue balances only as at: 31.03.11

Committed Revenue Balances (BO1)

1,257 (1.89%) 201 (2.38%) 119 (1.19%)

Uncommitted Revenue Balances (BO2)

2,196 (3.32%) -386 (-4.58%) 243 (2.43%)

3,453 (5.20%) -185 (-2.20%) 362 (3.62%)

4

3.7 In accordance with DCSF guidelines the Bromley Scheme for Financing Schools was updated in 2011 to remove the balance control mechanism. Previously this allowed local authorities to deduct any balances in BO2 ( uncommitted revenue balances) in excess of 5% for secondary schools and 8% for primary and special schools from the following year’s school budget share. All schools with balances in excess of 8% have been asked to complete a proforma detailing the reason for holding a high balance and their plans for reducing the balance in year. Details of this are included at Appendix 2.

3.8 The DfE has recently published a consultation focusing on schools with high balances and with deficits, to ensure that LAs are working closely with these schools. The consultation states that the DfE will focus particularly on schools with deficits of 2.5% or more and surplus balances in BO1 and BO2 of 15% or more. Schools that would fall into these categories have been highlighted on the table at Appendix 1.

3.9 Also, in previous years schools have used BO1 (committed revenue balances) to show unspent Standards Funds balances, however Standards Funds no longer exist which is why BO1 balances have decreased significantly.

3.10 This report also provides information on those schools with a deficit revenue balance. As at 31 March 2012, 10 primary schools and 1 secondary school have a deficit balance. The Schools’ Finance Support Team will work with these schools to ensure that deficit recovery plans are agreed. Two primary schools are showing a capital deficit where they have spent in advance of their Devolved Formula Capital allocations.

3.11 Appendix 2 shows a statement from each of the schools in deficit outlining the reasons for the deficit and the management action to be taken to recover the deficit.

3.12 The Assistant Director of Education and Care Services has reviewed the level of balances held by schools and is keen that as much attention is paid to schools with high balances as those with deficits. It is the role of the Senior Advisers within the Learning and Achievement team to be aware of schools’ balances and for these to be taken into account when reviewing each school. However, whilst some balances may be considered to be quite high at present, five year budget plans that are being submitted by schools show a steady decline over the next few years, which is a direct result of the Government’s funding directives whereby schools are receiving a decrease of 1.5% in their funding.

4. FINANCIAL IMPLICATIONS

4.1 Whilst this report provides details of school balances, there are no financial implications to be considered.

Non-Applicable Sections: Policy, Legal and Personnel Implications

Background Documents: (Access via Contact Officer)

5

APPENDIX 1 2010/11 2011/12

BO1 BO2 B02 BO1 & B02 BO1 BO2 B02

BO1 & B02 BO3 BO5 BO6

Committed Revenue Balances

Uncommitted Revenue Bal 31/03/2011

Rev Bal as %

of 2011/12

Rev Bal as %

of 2011/12

School Budget Share

2011-2012



Rev Bal as %

of 2012/13

Rev Bal as %

of 2012/13

School Budget Share

2012-13

Devolved Formula

Cap Balances

Other Capital

Balances

Community Focused

Ext Schools

Balance C/fwd as

at 31/03/2012

Primary Schools SBS SBS SBS SBS

Alexandra Infants 10830 56,885 7% 8% 839,237 35,500 34,136 4% 8% 921,388 28,888 0 0 98,524

Alexandra Junior 0 -10,913 -1% -1% 833,535 0 21,287 3% 3% 810,730 22,746 0 0 44,033

Bickley Primary 23388 17,642 2% 4% 1,058,732 11,176 76,624 7% 8% 1,111,389 14,380 12,000 0 114,180

Blenheim Primary 0 40,611 5% 5% 804,587 0 -28,659 -3% -3% 908,971 -739 0 0 -29,398

Bromley Road Infants 15928 63,597 7% 9% 866,002 0 93,202 11% 11% 877,725 23,569 11,500 0 128,271

Burnt Ash Primary 20000 141,319 8% 9% 1,797,571 44,760 92,462 5% 7% 1,882,001 11,777 0 0 148,999

Castlecombe Primary 10785 37,075 4% 5% 973,873 3,385 47,474 5% 5% 997,554 17,155 7,410 0 75,425

Chelsfield Primary 14851 36,904 7% 10% 506,495 0 102,904 20% 20% 509,402 7,736.46 0 0 110,640

Chislehurst C.E. Primary 3123 52,144 8% 8% 690,586 0 63,520 9% 9% 717,479 25,022 0 0 88,542

Churchfields Primary 19915 89,251 7% 8% 1,331,868 12,751 68,256 5% 6% 1,412,139 6,908 0 0 87,915

Clare House Primary 735 -79,044 -11% -11% 739,129 0 -126,722 -16% -16% 796,442 10,090 0 0 -116,632

Crofton Infants 15767 65,481 0% 4% 1,943,613 0 153,837 8% 8% 1,973,340 16,448 65,000 0 235,285

Cudham CE 3000 20,604 4% 5% 484,640 4,082 34,405 7% 8% 476,454 4,424 103,995 0 146,906

Darrick Wood Junior 0 26,660 2% 8% 1,432,289 20,653 -2,184 0% 1% 1,760,336 74,798 0 0 93,267

Dorset Road Primary 15516 24,156 7% 11% 357,614 4,691 10,088 3% 4% 395,030 31,885 19,241 1,363 67,267

Downe Primary 0 647 0% 0% 378,721 0 27,541 7% 7% 387,543 3,328 0 0 30,869

Edgebury Primary 28181 58,469 8% 11% 768,511 3,600 59,842 7% 8% 802,830 16,596 0 0 80,038

Farnborough Primary 7209 30,994 4% 5% 738,711 8,110 66,965 9% 10% 752,166 21,883 0 0 96,958

Grays Farm Primary 0 -24,919 -2% -2% 1,490,632 4,990 56,434 4% 4% 1,549,513 10,864 0 0 72,288

Hawes Down Infants 1365 45,053 6% 6% 769,556 7,369 64,417 8% 9% 841,008 3,867 0 0 75,652

Hawes Down Juniors 4350 -9,383 -1% -1% 956,417 0 -19,069 -2% -2% 933,131 21,159 0 0 2,090

6

2010/11 2011/12

BO1 BO2 B02 BO1 & B02 BO1 BO2 B02




Rev Bal as %

of 2011/12

Rev Bal as %

of 2011/12

School Budget Share

2011-2012



Rev Bal as %

of 2012/13

Rev Bal as %

of 2012/13

School Budget Share

2012-13

Devolved Formula

Cap Balances

Other Capital

Balances

Community Focused

Ext Schools

Balance C/fwd as

at 31/03/2012

Highfield Infants 27232 41,341 5% 8% 813,618 22,409 51,455 6% 9% 831,623 7,430 0 0 81,294

Highfield Junior 45974 61,599 6% 10% 1,103,439 16,492 87,897 8% 9% 1,122,037 0 54,268 0 158,657

Hillside Primary 0 -52,608 -4% -4% 1,463,331 0 -95,524 -6% -6% 1,484,029 25,681 -69,842

Holy Innocents RC Primary 2490 24,741 3% 4% 722,577 22,000 936 0% 3% 744,413 0 14,712 0 37,648

James Dixon Primary 23984 14,023 1% 2% 1,559,932 9,154 25,931 2% 2% 1,668,709 3,712 0 0 38,797

Keston CE 4500 24,170 3% 4% 745,617 0 48,022 6% 6% 789,472 73,608 0 0 121,631

Leesons Primary 25652 -38,778 -4% -1% 942,792 5,186 -5,873 -1% 0% 1,071,425 6,041 0 0 5,354

Malcolm Primary 0 -15,813 -1% -1% 1,143,398 9,500 9,743 1% 2% 1,278,766 0 0 0 19,243

Manor Oak Primary 161057 91,837 8% 23% 1,094,245 3,395 179,329 16% 17% 1,098,244 62,173 41,186 15,247 301,330

Marian Vian Primary 8123 82,319 4% 5% 1,947,800 19,425 114,285 6% 7% 1,951,885 40,324 0 8,208 182,242

Mead Road Infant 1750 27,578 7% 8% 388,538 0 27,576 7% 7% 403,069 3,256 3,952 0 34,784

Midfield Primary 30869 59,888 5% 7% 1,240,096 33,448 81,216 6% 9% 1,343,557 16,039 28,574 0 159,277

Mottingham Primary 25419 89,181 8% 10% 1,117,407 2,115 66,735 6% 6% 1,186,820 0 7,326 19,322 95,497

Oak Lodge Primary 0 44,436 2% 2% 2,052,098 0 43,778 2% 2% 2,065,750 3,389 42,439 0 89,606

Oakland Primary 5503 46,859 3% 4% 1,358,318 0 95,641 7% 7% 1,431,134 9,039 0 3,693 108,373

Parish C.E. Primary 20809 39,111 3% 4% 1,490,855 9,487 59,911 4% 4% 1,606,733 2,731 0 0 72,130

Perry Hall Primary 34326 44,725 3% 6% 1,324,406 47,098 72,824 5% 9% 1,394,305 0 0 4,635 124,556

Poverest Primary 104337 83,872 8% 18% 1,072,345 8,596 130,273 12% 13% 1,107,261 22,298 0 21,007 182,175

Pratts Bottom Primary 69836 33,098 8% 25% 410,280 26,225 67,653 16% 22% 419,792 47,585 0 0 141,463

Princes Plain Primary 30395 54,695 3% 4% 1,947,603 33,860 87,333 4% 6% 2,169,168 0 0 0 121,194

Raglan Primary 40568 54,295 3% 6% 1,668,988 0 55,074 3% 3% 1,639,801 8,847 110,212 0 174,133

Red Hill Primary 47042 109,140 5% 8% 2,064,705 0 176,388 8% 8% 2,232,668 29,145 0 0 205,534

Royston Primary 31997 3,600 0% 2% 1,687,379 0 85,063 5% 5% 1,832,219 11,943 0 0 97,006

7

2010/11 2011/12

BO1 BO2 B02 BO1 & B02 BO1 BO2 B02




Rev Bal as %

of 2011/12

Rev Bal as %

of 2011/12

School Budget Share

2011-2012



Rev Bal as %

of 2012/13

Rev Bal as %

of 2012/13

School Budget Share

2012-13

Devolved Formula

Cap Balances

Other Capital

Balances

Community Focused

Ext Schools

Balance C/fwd as

at 31/03/2012

Scotts Park Primary 10641 86,823 7% 8% 1,263,232 12,702 99,274 7% 8% 1,333,885 13,825 0 0 125,802

Southborough Primary 11383 75,207 5% 6% 1,429,146 7,058 111,885 7% 8% 1,579,241 15,926 10,000 0 144,868

St Anthony's RC Primary 0 1,913 0% 0% 824,955 0 61,472 8% 8% 789,611 0 46,408.68 0 107,881

St George's CE (Bickley) Primary 0 -31,637 -3% -3% 980,639 3,182 -51,356 -5% -5% 1,066,463 2,268 0 0 -45,906

St James RC Primary 46135 46,890 7% 12% 714103.92 8,598 99,709 15% 16% 660,361 0 16,904 0 125,212

St John's CE Primary 54,827 83,851 7% 12% 1,164,870 0 137,255 12% 12% 1,168,120 0 17,598 0 154,852

St Josephs Primary 9,107 32,408 5% 6% 709,392 8,550 21,983 3% 4% 718,482 16,812 0 0 47,345

St Mark's CE Primary 35,076 15,320 1% 4% 1,331,411 13,685 49,517 4% 5% 1,366,902 51,270 4,000 0 118,472

St Mary Cray Primary 8,440 7,897 1% 3% 635,877 0 -19,883 -3% -3% 689,089 16,523 0 0 -3,360

St. Mary's RC (Beckenham) 0 102,065 8% 8% 1,287,355 6,347 57,538 4% 5% 1,343,471 57,120 0 0 121,006

St Pauls Cray Primary 12,000 40,328 4% 5% 1,006,138 1,618 66,937 6% 6% 1,096,121 0 0 0 68,555

St Philomena's RC Primary 17,360 9,474 1% 4% 739,446 9,500 5,479 1% 2% 795,439 2,444 0 0 17,423

St Vincent's RC Primary 24,823 50,770 7% 11% 715,669 32,533 56,998 8% 12% 726,955 0 0 0 89,531

St Peter and St Pauls Primary 13,444 -88,743 -11% -10% 783,250 4,044.38 -32,333 -4% -4% 722,577 0 22,927 0 -5,362

The Highway Primary 611 427 0% 0% 689,382 1,299 -2,325 0% 0% 736,369 8,528 5,719 13,222

Unicorn Primary 0 63,271 6% 6% 985,104 0 79,437 8% 8% 1,058,101 19,441 0 0 98,878

Wickham Common Primary 18,709 53,547 4% 5% 1,316,917 0 9,275 1% 1% 1,376,564 -13,544 0 0 -4,269

Worsley Bridge Junior 57,276 40,181 6% 14% 721,701 0 75,908 11% 11% 712,967 18,521 0 0 94,429

Sub-total 1,256,638 2,196,535 3.32% 5.20% 0 66,420,671 538,574 3,189,199 4.58% 5.35% 69,630,170 955,161 645,370 73,475 5,401,778

Secondary Schools

8

2010/11 2011/12

BO1 BO2 B02 BO1 & B02 BO1 BO2 B02




Rev Bal as %

of 2011/12

Rev Bal as %

of 2011/12

School Budget Share

2011-2012



Rev Bal as %

of 2012/13

Rev Bal as %

of 2012/13

School Budget Share

2012-13

Devolved Formula

Cap Balances

Other Capital

Balances

Community Focused

Ext Schools

Balance C/fwd as

at 31/03/2012

St. Olave’s 41,597 87,180 3% 5% 2,756,995 44,692 238,951 9% 10% 2774435 0 34,535 0 318,178

The Priory 158,917 -473,302 -8% -6% 5,672,197 36,190 -375,442 -7% -6% 5682206 0 160,573 0 -178,679

Sub-total 200,514 -386,121 -4.58 -2.20% 0 8,429,192 80,882 -136,491 -1.61% -0.66% 8,456,642 0 195,107 0 139,499

Special Schools

Burwood School 45,669 85,565 8% 12% ,1,129,434 14,492 84,949 8% 9% 1106899 35,337 0 8,723 143,500

Glebe 0 22,678 1% 1% 2,434,012 0 173,893 7% 7% 2437394 62,646 0 149,117 385,657

Marjorie McClure 73,491 16,686 1% 5% 1,960,925 57,221 60,477 3% 6% 1973001 0 47,219 0 164,917

Riverside 0 118,463 3% 3% 4,484,893 0 253,999 8% 8% 3339297 0 0 24,188 278,187

Sub-total 119,160 243,392 2.43% 3.62% 10,009,354 71,713 573,318 6.47% 7.28% 8,856,590 97,983 47,219 182,028 972,261

TOTAL 1,576,312 2,053,806 2.42% 4.28% 84,859,217 691,169 3,626,026 4% 5.0% 86,943,402 1,053,143 887,696 255,503 6,513,537

9

APPENDIX 2

REVENUE/CAPITAL DEFICITS

PRIMARY SCHOOLS

Blenheim Primary Revenue Deficit £28,659 -3%

Capital Deficit £738

Reason for Deficit

• Low pupil numbers in Key Stage 2

• Long term teaching absence.

Management Action to achieve Recovery Plan as agreed by School and LA

• Increase pupil numbers

• Careful staff management.

• Working closely with LA to achieve a recovery plan

• Contracts to be reviewed for best value.

• Staff financial awareness training

LA Comment

The school has signed up to the highest level of Service Level Agreement so will receive full support from the Schools’ Finance Team to help achieve the recovery. The school also has a very small capital deficit which will be repaid in full from the 2012/13 Devolved Formula Capital allocation. Clare House Primary Deficit £126,722 -16%

Reason for Deficit

• Historic deficit due to income accounted for incorrectly (doubled counted) and incorrect data entries.

• School layout makes it difficult to have additional pupils in Key Stage 2.

• Incorrect data resulted in underpayments to teachers which were paid in 2011/12.

• Failure to submit claim on insurance policy for long term sickness.

• High supply teacher costs.

• Settlement paid to previous caretaker and additional cost of relief caretaker.


• To continue to work closely with the local Authority to find ways to recover deficit.

• Increasing the Reception pupil number with the view of looking to increase size of school.

• Reviewing existing Service Level Agreements.

• Restructuring and hiring new less expensive staff (NQT).

• Continue minimising cost on all possible aspects.

LA Comment

Although have worked closely with the LA, the school has not managed to achieve a deficit recovery plan. This situation will continue to be monitored and will be discussed with the Assistant Director for Education in the Autumn Term.

10

Darrick Wood Junior Deficit £2,184 -0%

Reason for Deficit

• Unprecedented staff absences of 3 teachers and one TA leading to higher than anticipated supply costs.


• Deficit to be fully repaid in 2012/13 as new budget healthier due to significant increase in pupil numbers.

LA Comment

The deficit was not anticipated during the year. The school is signed up for the Gold level SLA so will receive a high level of support from the Schools’ Finance Team to help them ensure that the deficit is repaid in year. Hawes Down Junior Deficit £19,069 -2%

Reasons for Deficit

• Unexpected clawback of SEN matrix funding

• Unanticipated Upper Pay Scale claims from teaching staff.

• Gas leak in canteen which cost the school over £3,000

• Staff restructure in office

• Long term sickness absence


• Increased pupil numbers 2012/13 onwards.

• Staff savings due to maternity leave of Deputy Head and Upper Pay Scale staff members.

• Newly qualified staff/ Graduate teacher placements planned to replace Upper Pay Scale staff

• Staffing restructure costs absorbed within budget.

• Bulge classes feeding through from Infant school.

LA Comment

The school is buying into the highest level of financial support and is aiming to significantly reduce the deficit in 2011/12. Hillside Primary Deficit £95,524 -6%

Reasons for Deficit

• Additional supply costs relating to Ofsted Plan not originally budgeted for.

• Additional building and ground maintenance costs.


• The school is converting to academy status in September as a sponsored academy. As a result of this the deficit will return to the Local Authority.

LA Comments

The Head of Schools Finance Team is working closely with both the school and the Sponsoring Academy (Priory School) to ensure that the deficit which returns to the LA in September does not increase significantly. Funding has been identified within the Dedicated Schools Grant headroom to absorb this cost.

11

Leesons Primary Deficit £5,873 -1%

Reason for Deficit

• Historic deficit brought forward from previous year.


• School has exceed its proposed recovery plan and is expected to fully recover the deficit in 2012/13.

LA Comment

The school has managed its funds effectively in 2011/12 to achieve a year end position which is significantly lower than the anticipated figure in the Recovery Plan. The school will continue to be supported through a Gold SLA to ensure it manages to fully recover the deficit in line with the revised deficit recovery plan. St George’s Primary Deficit £51,356 -5%

Reasons for Deficit

• High number of staff on Upper Pay Scales.

• The building is old and expensive to maintain.

• Low pupil numbers in certain year groups which are currently working their way through the school.

Management Action to Achieve Recovery Plan as agreed by School and LA

• Cost savings agreed between Governing Body and Local Authority.

• Budget monitoring to be provided by Schools Finance Team to ensure that all savings are achieved.

LA Comment

The school has signed up to the Gold level Finance Service level Agreement and have demonstrated that they are keen to work with the Schools’ Finance Team to achieve a workable Deficit Recovery Plan. St Mary Cray Primary Deficit £19,883 -3%

Reasons for Deficit

• Low pupil numbers.

Management Action to Achieve Recovery Plan as agreed by School and LA

• Continue to develop the confidence of the local community to increase pupil numbers.

LA Comment

The school has signed up to the Gold Finance Service level Agreement and have demonstrated that they are keen to work with the Schools’ Finance Team to achieve a workable Deficit Recovery Plan. St Peter and St Paul’s Primary Deficit £32,333 -4%

Reasons for Deficit

• This was accumulated over time and exacerbated by buy-out of photocopier lease in 2009/10.

12


• Ensure pupil numbers are maximised.

• Careful monitoring of spend.

• Staffing costs carefully allocated and rationalised.

• Maximise use of capital and transferred standards fund grants.

LA Comment

The school is buying into the Gold Service Level Agreement for finance and is on target to achieve its Deficit Recovery Plan. The Highway Primary Deficit £2,324 -0%

Reason for Deficit

• Broadband costs originally charged to capital at the start of the year but moved revenue at year in line with advice from the LA..


• Budget set for 2012/13 to allow for deficit to be fully repaid in year.

LA Comment

The school is buying into the Gold Service Level Agreement for finance and is on target to ensure that the deficit is repaid in 2012/13.

Wickham Common Primary Capital Deficit £13,544 -0%

Reason for Deficit

• Key Stage 2 building extension completed in October 2011. The school has accounted for the full cost of the building works, however some costs have been queried and possibly may be reduced.


• The deficit may reduce when final costs/fees agreed. However should this not materialise it will be repaid from 2012/13 Devolved Formula Capital.

LA Comment

The Deficit Recovery Plan will be agreed with the school to show the capital deficit being fully repaid in year. SECONDARY SCHOOLS The Priory School Deficit £375,441 -7%

Reasons for Deficit

• Pupil number drop higher than expected including 6th Form.

• Previous discrepancy in Sports Partnership funding accounting.

• Higher charges for services and site due to fuel increase and overhead charges

• No additional staff movement as anticipated.

• £ Full time staff on unexpected long term sick leave.

13


• Full year effect of redundancies made in 2011.

• Natural staff movement.

LA Comments

The school will convert to Academy status on 1 May as a convertor academy. At the end of the three month consolidation period, the final deficit will be fully repaid to the LA and the school will agree a Repayment Plan with the YPLA.

14

Schools with Uncommitted Revenue Balances of 8% or More

Primary Schools

Bromley Road Infant School Uncommitted Revenue Surplus £93,202 11%

Reasons for High Balances

• Planned office refurbishment delayed by Building Regulations

• Unspent 2010/11 Standards Fund balances not fully allocated in 2011/12 budget.

Management Action to reduce balances with detailed costings

• New Office project to go ahead in year £11,500

• New school gates around children’s playground £10,000

• New Projector for Hall £5,000

Total £26,500

LA Comments

Planned expenditure will reduce uncommitted revenue balances by 3%.

Chelsfield Primary School Uncommitted Revenue Surplus £102,904 20%


• When the new Head teacher joined the school there was a planned project to update the IT resources. This was delayed while waiting for broadband connection.

• Extensive building maintenance planned for 2012/13


• New work room £12,000

• Flat roof and kitchen store work £6,000

• Replacement of office windows £8,000

• Work to gazebo roof £6,000

• Playground resurfacing £3,000

• Update staffroom and staff toilets £10,000

• New whiteboards £8,000

• New IT support package including new server and software £8,500

• New computers for office £8,000

Total £69,500

LA Comments

Planned expenditure will reduce uncommitted revenue balances to around 6.5%.

15

Chislehurst (St Nicholas) CE Primary School Uncommitted Revenue Surplus £63,520 9%


• The school reduced staff costs in 2010/11 and 2011/12 in line with expected reductions in funding.

• School has held back on building development due to possible relocation.

• Uncertainty regarding funding due to lack of 3 year budgets.


• Revised staff structure £10,000

• ICT costs increased £7,000

• Building costs £6,000

Total £23,000

LA Comments

Although the government no longer provides 3 year budgets for schools, the LA offers all schools access to a budget planning tool which would enable them to effectively plan future income and expenditure over a five year period. Chislehurst Primary do not use this facility.

Farnborough Primary School Uncommitted Revenue Surplus £66,965 9%


• Building project rolled over two financial years

• Changes to staffing / maternity leave


• Learning resources for new classroom block £8,000

• Grounds refurbishment £15,000

• Library refurbishment £24,000

• Classroom/Library furniture £15,000

Total £62,000

LA Comments

Planned expenditure will reduce uncommitted revenue balances.

Manor Oak Primary School Uncommitted Revenue Surplus £179,329 16%

Reasons for High Balances (info not yet received)

Poverest Primary School Uncommitted Revenue Surplus £130.273 12 %


16


• Recruitment of additional school leadership/quality £28,058 teaching

• Development and training of staff £10,000

• One-to-one tuition – agency staff £12,080

• Other intervention – agency staff £10,000

Total £60,138

LA Comments

Planned expenditure will reduce uncommitted revenue balances.

Pratts Bottom Primary School Uncommitted Revenue Surplus £67,653 16%


• The carry forward has been high to allow the new Head Teacher to fully assess the needs of the school and how this funding can be best used to support this

• The pupil numbers have been increasing in recent years which has resulted in increased funding

• Funding was originally budgeted to renovate the windows – work was then funded from LA planned maintenance budget

• Staff absences have been covered from within the school without the need to pay for supply staff


• Additional class teacher appointed to support school £40,000 reorganisation

• Update/expansion of ICT suite £9,000

• Purchase of outdoor shelter and storytelling chair £8,000

Total £57,000

LA Comments

Planned expenditure will reduce uncommitted revenue balances to around 3%

St John’s CE Primary School Uncommitted Revenue Surplus £67,653 16%


• The balance has been built up over a number of years and the new Head Teacher wanted to fully understand the needs of the school before committing to spend the surplus.


• Increased spending on building including renovations £20,000 and redecoration

• Increased spending on staff development to improve £10,000 teaching and learning

• Increased spending on learning resources to develop £60,000 the curriculum

Total £90,000

LA Comments

Planned expenditure will reduce uncommitted revenue balances to around 4%.

17

Worsley Bridge Junior School Uncommitted Revenue Surplus £78,908 11%


• Due to falling rolls, the revenue balances will be used to support the budget for next year. The 2012/13 budget is expected to show an in year overspend of around £60,000.

• The Governing Body are currently considering the possibility of becoming an all-through 2 form entry primary school which would provide more consistency in terms of pupil numbers.


• To support 2011/12 Budget £60,000

Total £60,000

LA Comments

Ongoing expenditure will reduce uncommitted revenue balances to around 2-3%.

1

Report No. ED12040


PART ONE - PUBLIC



TITLE: CONSULTATION ON THE SCHOOL FINANCE REGULATIONS 2013 AND ADDITIONAL GRANT CONDITIONS FOR THE DEDICATED SCHOOLS GRANT

Contact Officer: Amanda Russell, Head of Schools’ Finance Team Tel: 020 8313 4806 E-mail: [email protected]


Ward: Boroughwide


1.1 This report provides information on the DfE consultation regarding the draft School and Early Years Finance (England) Regulations 2013 , together with additional grant conditions for the Dedicated Schools Grant (DSG).

________________________________________________________________________________


2.1 The Schools’ Forum are asked to note the details within the consultation and to comment on the proposed responses to the specific questions on funding for disadvantaged two year olds.

3. COMMENTARY

3.1 At the end of July DfE launched a consultation on the draft School and Early Years regulations for 2013. Attached at Appendix 1 is a copy of the consultation, including a summary of the new features in the revised regulations, details of the conditions of grant and a full copy of the draft regulations.

3.2 The LA does not plan to make any response relating to the overall regulations or the conditions of grant, but there are a number of points in there which we would want to bring to the attention of the Schools Forum. There are two specific questions relating to Early Education funding to which the LA has provided a draft response, subject to any comments from the Schools Forum.

Agenda Item 5

2

3.3 The Schools Forum are asked to take particular note the following changes to the regulations:

• Regulation 6 extends the definition of the schools budget to include expenditure on young people aged 19 to 25 with learning difficulties. This will include pupils previously funded through post 16 funding which has been outside of the remit of the Schools Forum.

• Regulation 8(4) specifies that the Schools Forum must approve the criteria on which any funding for pupil growth is to be allocated. This will relate to funding to be held centrally for bulge classes and additional infant class funding.

• Regulation 11 requires budgets to be determined by 15 March for maintained schools and pupil referral units, and by 31 March for budgets issued under the early years formula.

• Regulation 12 sets out the powers of the Schools Forum and the Secretary of State to authorise central schools and early years block expenditure and de-delegation.

• Regulation 18 (4-6) allow local authorities to cap or scale back gains under the new formula using the same comparisons between years as in the MFG calculation and applied consistently to all schools in the authority. This would be necessary to offset the cost of protecting any losses to schools. Full details of the impact of this can be seen in the separate report regarding the modelling of the new funding formula.

• Regulation 25 allows for authorities to apply to the Secretary of State to include exceptional premises factors in their formula, to exclude factors from the MFG and to vary the basis of the pupil number count. Bromley has made an application to the SoS for permission to exclude payments for bulge classes made in 2012/13 to prevent any duplication of finding to schools. A copy of the application and the DfE response are included at Appendices 2 and 3 (Appendix 3 to follow).

3.4 Early Years Funding – DfE are proposing a number of adjustments as to how the Early Years Single Funding Formula (EYSFF) will operate for two year olds as follows:

• To relax the requirement to have a mandatory deprivation supplement, but to allow local authorities to use a deprivation supplement if they wish.

• To relax the rules on place based funding to support capacity building – this would allow local authorities to fund on places as opposed to actual participation for a limited time whilst working towards building capacity to meet the required targets.

• To seek views on whether there should be a mandatory quality supplement in the EYSFF for two year olds.

The proposed draft responses are attached at Appendix 4 for review and comment. However as the closing date for this consultation is 21 September it may not be possible to make any significant changes to the LA response.

3.5 Additional Grant Conditions Under Section 14-16 of the Education Act 2002. This section outlines the basis on which the DSG is calculated ie based on all pupils including pupils at academies. Funding for Academies actual budget shares will continue to be recouped from local authorities in 2013/14. Regulations a-c reflect this principle by requiring all schools and academies to be treated on an equivalent basis.

3

3.6 Local Authorities will also be responsible from 2013-14 for funding the top up element for all high needs pupils and students

• Regulation d requires that within this all schools and academies should again be treated on a equivalent basis.

• Regulation e outlines the requirement for top up funding to be calculated in line with the MFG for mainstream schools.

• Regulations f and g require for contact agreements to be put in place for top-up funding and for all top-up payments to be made on a monthly basis unless otherwise agreed with each provider.

3.7 The Schools Forum is asked to note the changes to the regulations and to the grant conditions

as outlined in this report.

Non-Applicable Sections: Policy, Financial, Legal, Personnel Implications


APPENDIX 1

Chief Finance Officers, Finance Officers, Chairs and Clerks of Schools Forums. 19 July 2012 Dear Colleagues, Consultation on the School Finance regulations 2013 and additional grant conditions for the Dedicated Schools Grant Following the announcements on 26 March and 28 June 2012 about the reforms we are making to the school funding system in 2013-14, we are now consulting on the regulatory changes which give effect to the decisions set out in these announcements. The draft School and Early Years Finance (England) Regulations 2013 are attached, together with additional grant conditions for the Dedicated Schools Grant (DSG). The finance regulations for the most part reflect the decisions already made on formula factors, maximum delegation, central expenditure and the Minimum Funding Guarantee. We are, however, consulting on how the funding for disadvantaged two year olds should best be brought into the early years single funding formula. The amendments to the grant conditions are necessary because DSG funds most Academies and non-maintained high needs providers. The consultation period will run through to 21 September 2012 and the intention is for the regulations to come into force by 1 January 2013. Could you send your comments to EFA By 21 September 2012 please? Yours sincerely, Keith Howkins, Team Leader, Funding Reform Team Education Funding Agency, Department for Education

SUMMARY OF NEW FEATURES IN THE SCHOOL FINANCE REGULATIONS 2013 Regulation 3 amends the 2012 school forum regulations to provide for maintained school members of schools forums to approve de-delegation proposals for their phase for maintained schools only. Regulation 6 extends the definition of the schools budget to include expenditure on young people aged 19 to 25 with learning difficulties. Regulation 8(2) specifies that expenditure on certain central services can only continue if the expenditure is already committed as a result of decisions made in a previous funding period. Regulation 8(3) specifies that planned expenditure on each service in the central schools block cannot exceed the planned expenditure on that line in the previous year. Regulation 8(4) specifies that the schools forum must approve the criteria on which any funding retained for pupil growth is to be allocated Regulation 8(5) specifies that schools forum approval is required for central schools and early years block items. Regulation 8(7) enables local authorities to apply to the Secretary of State to approve other central schools budget expenditure. This would only be considered in exceptional situations – for example, where an authority was using funding from outside the DSG for particular purposes such as universal free meals. Regulation 9 requires local authorities to consult all schools about changes to their school funding formula. The same applies to the early years formula, where there must be consultation with all providers. Regulation 11 requires budgets to be determined by 15th March for maintained schools and pupil referral units, and by 31st March for budgets issued under the early years formula. Regulation 11(2) provides for de-delegation for certain budgets. Regulation 12 sets out the powers of schools forum and the Secretary of State to authorise central schools and early years block expenditure and de-delegation. Regulation 13 sets out the simplified requirements on the use of pupil numbers in the school formula, including the ability to use an October to January uplift for reception pupil numbers. Regulation 14 sets out the funding requirements of the place element for special schools and pupil referral units; we are still considering issues relating to hospital schools so these are not mentioned in the draft regulations.

Regulation 15 sets out how the mandatory deprivation factors in the schools and early years formulae may be calculated. Regulation 17 continues to allow differentiation between different types of early years providers. Regulations 18(1) to 18(3) allow authorities to use factors set out in schedule 3 in their schools and early years formulae. Regulations 18(4) to 18(6) allow authorities to cap or scale back gains under the new formula using the same comparisons between years as in the MFG calculation, and applied consistently to all schools in the authority. Regulations 19(1) and 19(2) set out the MFG requirements for primary and secondary schools (in conjunction with schedule 4). Regulation 19(3) sets out the application of the MFG to the early years formula, which applies to base rates. Regulation 21 requires authorities to determine budgets for new schools, but only from their opening (any lead-in costs would need to be funded from a de-delegated contingency). Regulation 24(1) provides that any redeterminations of budgets due to errors would take effect in the following funding period. Regulation 25 allows for authorities to apply to the Secretary of State to include exceptional premises factors in their formula, to exclude factors from MFG and to vary the basis of the pupil number count. Regulation 27 sets out that changes to schemes for financing schools must be approved by maintained school members of the schools forum. Schedule 2 sets out the services which can be retained centrally and is split between:

• Part 1 – central services (where expenditure is restricted to what was planned in 2012-13)

• Part 2 – central schools expenditure

• Part 3 – central early years expenditure

• Part 4 – high needs pupils

• Part 5 – items which can be de-delegated for maintained schools Schedule 3 sets out the formula factors which may be used in the schools and early years formulae. Schedule 4 sets out the simplified MFG calculation for primary and secondary schools.

EARLY EDUCATION FUNDING Local authorities are required to manage funding for free early education for three and four year olds through the early years single funding formula (EYSFF). The EYSFF requirements are contained in the 2012 School Finance Regulations. These draft regulations for 2013 make the changes arising from the recent school funding consultations. As has previously been announced, funding for free early education for two year olds will be part of the Dedicated Schools Grant (DSG) from 2013-14, alongside funding for early education for three and four year olds. The free entitlement to early education will be extended to 20% of two year olds from September 2013, and to 40% of two year olds from September 2014. Local authorities will be required to fund free early education for two year olds through the EYSFF, as they do for three and four year olds. This requirement will start when these regulations commence, 1 April 2013, and in advance of the commencement of the regulations which extend the free entitlement in September 2013. Extending the EYSFF to two year olds has a number of advantages:

• It recognises the two year old entitlement as an extension of the three and four year old entitlement, and may be delivered by many of the same providers. Thus, it is only sensible it is funded in the same way.

• The EYSFF requires authorities to work with providers to determine the cost of delivery and calculate fair funding rates accordingly. As part of this, we call on providers and authorities to work together and engage afresh in an open and honest way.

• The EYSFF enables the Department more easily to collect data on funding rates (base rates and supplements) paid to providers. This data is then more easily comparable across areas. Not using the EYSFF would make collecting comparable data more difficult.

However, we are proposing adjustments to how the EYSFF operates for two year olds. These are:

• To relax the requirement to have a mandatory deprivation supplement (regulation 15(6)). Local authorities would still be able to use a deprivation supplement if they wish, but making it mandatory in an already targeted entitlement does not seem necessary.

• To relax the rules on place based funding to support capacity building. Currently, authorities must fund on the basis of participation except for children with SEN or children in need, where they can continue to fund on a place basis. We will extend this place-based approach for two year olds, to support LAs working with providers to increase capacity in advance of delivering the 20% and 40% entitlements (regulation 16(7)).

We anticipate this as a time-limited approach to support preparation for the entitlement, and not a permanent approach for funding two year old early education.

We would welcome views on these adjustments – are they suitable and are there others we should consider? The availability of high quality early education places is of course critical to the success of the two year old entitlement. We expect LAs and providers to work together to improve the quality of provision on offer. As with provision for three and four year olds, carefully targeted funding can have a powerful role to play supporting increases in quality. The quality supplement in the EYSFF gives LAs a simple means to target funding at incentivising increases in quality in provision for two year olds. It would be possible through these regulations to require LAs to operate a mandatory quality supplement in their EYSFF for two year olds. Alternatively, all decisions about the design of the EYSFF for two year olds, including supplements, could remain a matter for local discretion. We would be grateful for views on whether to require a mandatory quality supplement in the EYSFF for two year olds.

ADDITIONAL GRANT CONDITIONS UNDER SECTIONS 14-16 OF THE EDUCATION ACT 2002 The School Standards and Framework Act 1998, under which the School Finance Regulations are made, was enacted before the introduction of Academies and of the Dedicated Schools Grant (DSG). Sections 14-16 of the Education Act 2002, under which the DSG is paid, enable the Secretary of State to make the grant on such terms as he considers appropriate, and to enforce such terms. The DSG covers pupils at most Academies (other than a few mostly early Academies which are not funded by way of the DSG and recoupment), and from 2013-14 will encompass also funding for high needs pupils and students aged 16-24. So far as Academies are concerned, they will from 2013-14 be funded using the local authority’s formula for the current financial year. Funding for Academies’ actual budget shares is recouped from local authorities, but as the pupils in Academies are taken into account in the initial DSG allocated to authorities, they are contributing to the remaining funding retained for central services. The first three proposed additional grant conditions – (a) to (c) – reflect these considerations. Local authorities will be responsible from 2013-14 for funding of all high needs pupils and students, apart from the base funding of £10,000 per place (SEN) and £8,000 per place (Alternative Provision) in non-maintained institutions. This funding will be part of local authorities’ central spend and is covered in Part 4 of Schedule 2 to the Regulations. The remaining proposed additional grant conditions – (d) to (g) – relate to high needs pupils and students. The first requires local authorities to treat different kinds of providers on an equal basis. The second implements the equivalent to the MFG for maintained special schools and Special Academies. The third and fourth cover transition to the new funding system for high needs. The following additional conditions of grant are imposed: (a) the authority must maintain a single formula for funding both maintained schools and Academies in its area; (b) in constructing the formula, the authority must take account of the circumstances of all Academies and maintained schools in its area; (c) in using funding held centrally within DSG, other than funding that has been de-delegated by maintained schools, the authority must treat maintained schools and Academies to which recoupment applies on an equivalent basis; (d) in making arrangements for funding young people with high needs, the authority must treat those placed in maintained provision, in Academies and Free Schools, in the FE sector, and in non-maintained and independent provision on a fair and equivalent basis;

(e) in deciding on top-up funding rates for the pupils it will place in special schools maintained by the Authority and Special Academies formerly maintained by the authority, the authority must ensure that the rates for each school are set no lower than at such a rate or rates that, if all the pupils in the school or Academy were placed by the authority, and the number of places remained the same in the two financial years, the school or Academy’s budget would reduce by no more than 1.5% in cash between 2012-13 and 2013-14; (f) when a pupil who would require top-up funding has already been placed in an institution by the authority at the time the new funding system for high needs pupils has introduced, the authority must enter into a contract with the institution to make such top-up payments until such time as the pupil has left the institution, or the contract is replaced by another. When such a pupil is placed by the authority in an institution at a later date, the authority must likewise enter into such a contract; (g) when making top-up payments to institutions for high needs pupils, the authority must make the payments in a timely fashion on a basis agreed with the institution, which should be monthly unless otherwise agreed.

Draft for consultation July 12

D R A F T F O R C O N S U L T A T I O N

S T A T U T O R Y I N S T R U M E N T S

2013 �o.

EDUCATIO�, E�GLA�D

The School and Early Years Finance (England) Regulations

2013

Made - - - - 2013

Laid before Parliament 2013

Coming into force - - 2013

CONTENTS

PART 1

Introduction

1. Citation, commencement, application and interpretation

2. Revocation of previous Regulations

3. Amendments

PART 2

Action to be Taken by a Local Authority

CHAPTER 1

Appropriation of the Non-Schools Education Budget

4. The Non-Schools Education Budget

CHAPTER 2

Determination of Schools Budgets, Individual Schools Budgets, and Budget Shares

5. Initial determination of a local authority’s schools budget

6. The schools budget

7. Exceptions

8. Determination of the individual schools budget for the funding period and limit on

increase in central expenditure

9. Consultation

10. Formulae for determination of budget shares etc for certain maintained schools and

early years providers

11. Determination of allocation of budget shares etc for the funding period

2

CHAPTER 3

Further Deductions and Variations to Limits Authorised by Schools Forums or the Secretary of State

12. Applications to the schools forum and the Secretary of State

PART 3

Formulae for Determination of Budget Shares etc

CHAPTER 1

Requirements, and Factors or Criteria Taken into Account

13. Pupil numbers

14. Places

15. Social Deprivation

16. Special arrangements for pupils in maintained nursery schools and nursery classes

and for children receiving relevant early years provision

17. Differential funding

18. Additional requirements, factors or criteria

19. Minimum funding guarantee

20. Sixth form funding

21. New Schools

22. Federated schools

CHAPTER 2

Adjustments, Correction of Errors, and Additional Arrangements Authorised by Schools Forums or the Secretary

of State

23. Pupils permanently excluded from, or leaving, maintained schools

24. Correction of errors and changes in non-domestic rates

25. Additional arrangements approved by Secretary of State or the schools forum

PART 4

Schemes

26. Required content of schemes

27. Approval by the schools forum or the Secretary of State of proposals to revise

schemes

28. Publication of schemes

SCHEDULE 1 — CLASSES OR DESCRIPTIONS OF PLANNED

EXPENDITURE PRESCRIBED FOR THE PURPOSES OF

THE NON-SCHOOLS EDUCATION BUDGET OF A LOCAL

AUTHORITY

SCHEDULE 2 — CLASSES OR DESCRIPTIONS OF PLANNED

EXPENDITURE PRESCRIBED FOR THE PURPOSES OF

THE SCHOOLS BUDGET OF A LOCAL AUTHORITY

WHICH MAY BE DEDUCTED FROM IT TO DETERMINE

THE INDIVIDUAL SCHOOLS BUDGET

PART 1 — Central Services

PART 2 — Central Schools Expenditure

PART 3 —Central Early Years Expenditure

PART 4 — Pupils With High Needs

PART 5 — Items That May Be Removed From Maintained Schools’ Budget Shares

3

SCHEDULE 3 — ADDITIONAL REQUIREMENTS, AND FACTORS OR

CRITERIA WHICH MAY BE TAKEN INTO ACCOUNT, IN

A LOCAL AUTHORITY’S FORMULA UNDER

REGULATION 17

PART 1 —Applicable only to budget shares for maintained schools

PART 2 —Applicable only to budget shares for, and amounts to be allocated to, providers

of prescribed early years provision

SCHEDULE 4 — MINIMUM FUNDING GUARANTEE

SCHEDULE 5 — CONTENTS OF SCHEMES

The Secretary of State for Education makes the following Regulations in exercise of powers

conferred by sections 45A(a), 45AA(b), 47(c), 47ZA(d), 47A(4)(e), 48(1) and (2)(f), 49(2) and

(2A)(g) and 138(7) of, and paragraph 2B(h) of Schedule 14 to, the School Standards and

Framework Act 1998(i) and section 24(3) of the Education Act 2002(j).

PART 1

Introduction

Citation, commencement, application and interpretation

1.—(1) These Regulations may be cited as the School and Early Years Finance (England)

Regulations 2013 and come into force on [ ].

(2) These Regulations apply in relation to the financial year beginning on 1st April 2013.

(3) These Regulations apply only in relation to England.

(4) In these Regulations—

“the 1996 Act” means the Education Act 1996(k);

“the 1998 Act” means the School Standards and Framework Act 1998;

“the 2002 Act” means the Education Act 2002;

“the 2005 Act” means the Education Act 2005(l);

“the 2006 Act” means the Education and Inspections Act 2006(m);

“the 2009 Act” means the Apprenticeships, Skills, Children and Learning Act 2009(n);

“the 2012 Regulations” means the School Finance (England) Regulations 2012(o);

(a) Inserted by section 41(1) of the 2002 Act and amended by section 101 of, and paragraph 3 of Schedule 16 to, the 2005 Act. (b) Inserted by section 101 of, and paragraph 4 of Schedule 16 to, the 2005 Act. (c) Amended by section 101 of, and paragraph 6 of Schedule 16 to, the 2005 Act. (d) Inserted by section 202 of the Apprenticeships, Skills, Children and Learning Act 2009 (c22). (e) Section 47A was inserted by section 43 of the 2002 Act and amended by section 101 of, and paragraph 7 of Schedule 16 to,

the 2002 Act, section 57 of, paragraph 2 of Schedule 5 to, the 2006 Act, section 165 of the Education and Skills Act 2008 (c.25) and section 194 of the Apprenticeships, Skills, Children and Learning Act 2009.

(f) Section 48 was amended by section 40 of, and paragraph 2 of Schedule 3 to, the 2002 Act, section 117 of, and paragraph 7 of Schedule 18 to, the 2005 Act, section 57 of, and paragraph 3 of Schedule 5 to, the 2006 Act.

(g) Subsections (2) and (2A) were substituted for subsections and (3), as originally enacted, by section 57 of, and paragraph 4 of Schedule 5 to, the 2006 Act.

(h) Paragraphs 2A and 2B of Schedule 14 were substituted for paragraph 2, as originally enacted, by section 57 of, and paragraph 5 of Schedule 5 to, the 2006 Act.

(i) 1998 c.31. For the meaning of “prescribed” and “regulations”, see section 142(1) of the 1998 Act. (j) 2002 c.32. For the meaning of “prescribed” and “regulations”, see section 212 of the 2002 Act. (k) 1996 c.56. (l) 2005 c.18. (m) 2006 c.40. (n) 2009 c.22. (o) S.I. 2012/335.

4

“capital expenditure” means expenditure of a local authority which falls to be capitalised in

accordance with proper practices, or expenditure treated as capital expenditure by virtue of

any regulations or directions made under section 16 of the Local Government Act 2003(a);

“CRC” means the CRC Energy Efficiency Scheme operated by the Environment Agency;

“central expenditure” means the total amount deducted by a local authority from their schools

budget in accordance with regulation 7;

“CERA” means capital expenditure which an authority expect to charge to a revenue account

of the authority within the meaning of section 22 of the Local Government Act 2003;

“children in need” means children in respect of whom the local authority in whose area they

reside must provide a range and level of services appropriate to their needs under section 17 of

the Children Act 1989(b);

“combined service” is a service funded partly from central expenditure, and partly from other

budgets of the authority or contributions from other bodies;

“Dedicated Schools Grant” is a grant of that name paid to a local authority by the Secretary of

State under section 14 of the 2002 Act;

a reference to a determination or redetermination of a budget share or amount to be allocated

is for the funding period, unless otherwise stated;

“early years provision” has the meaning assigned to it in section 20 of the Childcare Act

2006(c);

“expenditure on the schools specific contingency” is central expenditure deducted for the

purpose of ensuring that monies are available to enable increases in a school’s budget share

after it has been allocated where it subsequently becomes apparent that a governing body have

incurred expenditure which it would be unreasonable to expect them to meet from the school’s

budget share which may include expenditure in relation to—

(i) schools in financial difficulty,

(ii) the writing-off of deficits of schools which are discontinued, excluding any associated costs and overheads,

(iii) new, amalgamating or closing schools, or

(iv) other expenditure where such circumstances were unforeseen when initially

determining the school’s budget share;

a reference to a “governing body” of a school shall include the management committee of a

pupil referral unit;

“funding period” means the financial year beginning on 1st April 2013;

“IDACI” means the Income Deprivation Affecting Children Index;

“IDACI bands” means the groupings of IDACI scores as published by the Department for

Education (d);

“IDACI score” means the score allocated to a child under IDACI;

“institution within the further education sector” has the meaning given in section 91(3) of the

Further and Higher Education Act 1992(e);

“key stage” means the key stage of the National Curriculum for England comprising the

requirements and entitlements described in sections 84, 85 and 85A of the 2002 Act(f) and

“key stage 1”, “key stage 2”, “key stage 3” and “key stage 4” mean the first, second, third and

fourth key stages referred to in those sections respectively, and references to the number of

(a) 2003 c.26. Regulations made under this section in relation to England are the Local Authorities (Capital Finance and

Accounting) (England) Regulations 2003 (S.I. 2003/3146, as amended by S.I. 2004/534, 2004/3055 and 2007/573). (b) 1989 c.41. (c) 2006 c.21. (d) (e) 1992 c.13. (f) Sections 85 and 85A were substituted for section 85, as originally enacted, by section 74(1) of the 2006 Act.

5

pupils at those key stages are references to the number at the school on the date referred to in

regulations 13(3);

“local authority’s formula” means a formula determined under regulation 9;

“looked after child” means a child identified as such by the Department of Education from

information supplied to it by a local authority on the SSDA903 statistical return;

“non-domestic rate” has the meaning given in section 54 of the Local Government Finance

Act 1988(a);

“PFI scheme unitary payment” means a charge payable by a local authority under a private

finance transaction, as defined in regulation 16 of the Local Authorities (Capital Finance)

Regulations 1997(b);

“prescribed early years provision” means early years provision prescribed for the purposes of

section 7(1) of the Childcare Act 2006;

“previous funding period” means the financial year beginning on 1st April 2012;

“primary or secondary school” means a primary or secondary school which is a community,

foundation or voluntary school;

“proper practices” means those accounting practices which a local authority are required to

follow by virtue of any enactment, or which, so far as they are consistent with any such

enactment are generally regarded, whether by reference to any generally recognised published

code or otherwise, as proper accounting practices to be followed in the keeping of the

accounts of local authorities, either generally or of the description concerned(c);

“provider”, in relation to prescribed early years provision, may be a governing body of a

school or a relevant early years provider;

“prudential borrowing” means borrowing money for the purpose of facilitating the

modernisation and rationalisation of the school estate, where the revenue savings expected to

be achieved are equal to or more than the expenditure expected to be incurred in borrowing

the money;

“pupil premium” means the amount allocated by a local authority from the pupil premium

grant to a school in respect of each registered pupil at that school who is entitled to it under the

terms and conditions of the grant;

“pupil premium grant” is a grant of that name paid to a local authority by the Secretary of

State under section 14 of the 2002 Act in respect of pupils who are entitled to a pupil

premium;

“relevant early years provider” means a provider of prescribed early years provision, other

than the governing body of a maintained school;

“relevant early years provision” means prescribed early years provision provided by a relevant

early years provider;

“school census” and “termly school census” means the information of that name compiled by

the Department for Education in respect of pupils at schools;

“schools member of the schools forum” means a member of the schools forum elected under

regulation 5 of the Schools Forum (England) Regulations(d);

“school year” has the meaning given in section 579(1) of the 1996 Act(e);

(a) 1988 c.41. (b) S.I. 1997/319. These Regulations have lapsed but article 11 of the Local Authorities (Capital Finance) (Consequential,

Transitional and Savings Provisions) Order 2004 (S.I. 2004/533) contains a savings provision for regulation 16 of the 1997 Regulations.

(c) This definition is taken from section 21 of the Local Government Act 2003 and regulation 31 of the Local Government (Capital Finance and Accounting) (England) Regulations 2003 (S.I. 2003/3146).

(d) [XXXX] (e) Section 57(1) of, and paragraph 43 of Schedule 7 to, the Education Act 1997 (c.44) inserted this definition.

6

“sixth form grant” means a grant of that name paid to a local authority by the Secretary of

State under section 14 of the 2002 Act in respect of sixth form pupils, on condition that it is

passed on to a particular school;

“special Academy” means an Academy which meets the requirements of section 1A(2) of the

Academies Act 2010(a);

“specific grant” means any grant (other than the Dedicated Schools Grant or any sixth form

grant) paid to a local authority under conditions which impose restrictions on the particular

purposes for which the grant may be used;

a reference to “termination of employment costs”, for the purposes of paragraph 5(b) of

Schedule 2, is a reference to expenditure relating to the dismissal or premature retirement of,

or for the purpose of securing the resignation of, any person employed in a maintained school;

“unavoidable costs” means costs which must be incurred by virtue of a statutory requirement.

(5) In these Regulations—

a reference to a particular class or description of expenditure in relation to maintained schools

and to pupils registered at such schools includes such expenditure of that class or description

as the authority may incur in relation to Academies, and to pupils registered at Academies;

and

a reference to a person being subject to learning difficulty assessment has the same meaning as

in section 13(4) of the 1996 Act.

Revocation of previous Regulations

2. The School Finance (England) Regulations 2011(b) and the School Finance (Amendment)

(England) Regulations 2011 (c) are revoked on 1st April 2013.

Amendments

3.—(1) The Schools Forums (England) Regulations 2012(d) are amended as follows.

(2) In regulation 8, after paragraph (11) insert—

“(11A). Only the schools members of the schools forum who are representatives of

primary schools (other than nursery schools) may vote to decide whether or not to authorise

the matters referred to in regulation 12(1) of the School and Early Years Finance (England)

Regulations 2013 where they relate to primary schools (other than nursery schools).

(11B). Only the schools members of the schools forum who are representatives of

secondary schools may vote to decide on whether or not to authorise the matters referred to

in regulation 12(1) of the School and Early Years Finance (England) Regulations 2013

where they relate to secondary schools.”

(a) c.32 as amended by section 53(7) of the Education Act 2011 (c.21). (b) S.I. 2011/371. (c) S.I. 2011/778. (d) [XXXX]

7

PART 2

Action to be Taken by a Local Authority

CHAPTER 1

Appropriation of the Non-Schools Education Budget

The �on-Schools Education Budget

4. The following classes or descriptions of local authority expenditure are prescribed for the

purposes of section 45A(1) of the 1998 Act and the determination of a local authority’s non-

schools education budget, subject to the exceptions in regulation 6—

(a) those specified in Schedule 1, including expenditure on associated administrative costs

and overheads; and

(b) any expenditure which falls outside the classes or descriptions of expenditure specified in

regulation 6 and Schedule 2 (the schools budget).

CHAPTER 2

Determination of Schools Budgets, Individual Schools Budgets, and Budget Shares

Initial determination of a local authority’s schools budget

5. A local authority must not later than 15th March 2013—

(a) make an initial determination of their schools budget; and

(b) give notice of that determination to the governing bodies of the schools they maintain.

The schools budget

6.—(1) The classes or descriptions of local authority expenditure specified in sub-paragraphs (a)

to (e) and Schedule 2 are prescribed for the purposes of section 45A(2) of the 1998 Act and the

determination of a local authority’s schools budget, subject to paragraph (2) and the exceptions in

regulation 7—

(a) expenditure on the provision and maintenance of maintained schools and on the education

of pupils registered at maintained schools;

(b) expenditure on the education of pupils at independent schools, non-maintained special

schools, pupil referral units, at home or in hospital, and on any other arrangements for the

provision of primary and secondary education for pupils otherwise than at schools

maintained by a local authority;

(c) all other expenditure incurred in connection with the authority’s functions in relation to

the provision of primary and secondary education, in so far as that expenditure does not

fall within sub-paragraph (a) or (b);

(d) expenditure on the education of pupils or students up to the age of 25 years with special

educational needs, or persons provided with further education who are under 25 and are

subject to learning difficulty assessment(a), in so far as that expenditure does not fall

within sub-paragraph (a), (b) or (c); and

(e) expenditure on early years provision, in so far as that expenditure does not fall within

sub-paragraph (a), (b), (c) or (d).

(2) Where a local authority operates a combined service for the benefit of pupils referred to in

paragraph (1), expenditure referred to in paragraph 36(c) of Schedule 2 of the 2012 Regulations is

only expenditure prescribed for the purposes of section 45A(2) to the 1998 Act and the

(a) “Learning difficulty assessment” has the meaning given in section 13(5) of the 1996 Act.

8

determination of a local authority’s schools budget where that expenditure is incurred in providing

an educational benefit to those pupils.

Exceptions

7. A local authority’s non-schools education budget or schools budget must not include the

following classes or descriptions of expenditure—

(a) capital expenditure, other than—

(i) CERA,

(ii) capital expenditure appropriated to the schools budget for the purpose of funding pay arrears due to staff whose salaries are met from the schools budget;

(b) expenditure on capital financing, other than expenditure incurred—

(i) on prudential borrowing,

(ii) for the purpose of meeting the costs of financing the payment of pay arrears referred

to in paragraph (a)(ii); and

(c) expenditure for the purposes of section 26 of the Road Traffic Regulation Act 1984(a)

(arrangements for patrolling school crossings).

Determination of the individual schools budget for the funding period and limit on increase

in central expenditure

8.—(1) Subject to paragraphs (2) to (8), not later than 15th March 2013, a local authority must

deduct from their schools budget such of the classes or descriptions of planned expenditure set out

in Schedule 2 (“the central expenditure”) as they propose to deduct, in order to determine their

individual schools budget.

(2) Central expenditure referred to at paragraphs 3 and 4 of Part 1 (Central Services) of Schedule 2 may only be deducted by the local authority where the expenditure is to be incurred as

a result of decisions taken in previous funding periods that commit the authority to incur

expenditure in the funding period.

(3) In deducting the central expenditure referred to in Part 1 (Central Services) of Schedule 2, a local authority must not exceed the limits referred to in paragraph 6 of Schedule 2.

(4) A local authority may not deduct the central expenditure referred to in paragraph 9 of

Schedule 2 without authorisation from their schools forum, under regulation 12(1), or the

Secretary of State under regulation 12(3) of the criteria for determining the expenditure, and must

consult their schools forum before incurring expenditure on that item.

(5) A local authority may not deduct the central expenditure referred to in Part 1 (Central

Services), Part 2 (Central Schools Expenditure), Part 3 (Central Early Years Expenditure) or Part 5

(Items That May Be Removed From Maintained Schools’ Budget Shares) of Schedule 2 without

authorisation from their schools forum under regulation 12(1), or the Secretary of State under

regulation 12(3).

(6) Where a local authority carries forward a deficit in the central expenditure from the previous

funding period to the funding period, which reduces the amount of the schools budget available,

the funding of this deficit from the schools budget must be authorised by their schools forum

under regulation 12(1), or the Secretary of State under regulation 12(3).

(7) A local authority may apply to the Secretary of State for authorisation under regulation 12(4)

to deduct any expenditure falling outside of the classes or descriptions of planned expenditure

referred to in Schedule 2 from the authority’s schools budget in order to determine their individual

schools budget.

(a) 1984 c.27. Section 26 was amended by section 8 of, and Schedule 5 to, the Local Government Act 1985 (c.51), sections 288

and 423 of, and Schedule 34 to, the Greater London Authority Act 1999 (c.29) and sections 270 and 274 of, and Schedule 31 to, the Transport Act 2000 (c.38).

9

(8) References to planned expenditure in this regulation are references to that expenditure net of—

(a) all related specific grants;

(b) all related fees, charges and income; and

(c) any funding received from the Secretary of State in respect of PFI scheme unitary

payments,

and the expenditure referred to in Schedule 2 includes expenditure on associated

administrative costs and overheads unless otherwise stated

Consultation

9.—(1) A local authority may make changes to the formulae they have used in the financial year

beginning 1st April 2012.

(2) Subject to paragraph (4), a local authority must consult their schools forum and schools

maintained by them about any proposed changes under paragraph (1), in relation to the factors and

criteria taken into account, and the methods, principles and rules adopted.

(3) Where a local authority proposes to makes changes under paragraph (1) which will affect

relevant early years providers in their area they must also consult those providers in relation to the

factors and criteria taken into account, and the methods, principles and rules adopted.

(4) Paragraph (2) does not apply to changes made relating to matters referred to in regulation 20

(sixth form funding) or 23 (excluded pupils).

Formulae for determination of budget shares etc for certain maintained schools and early

years providers

10.—(1) A local authority must, before the beginning of the funding period and after carrying

out any consultation required by regulation 9(2), decide upon the formula which they will use to

determine the budget shares for schools maintained by them (other than special schools, pupil

referral units and nursery schools).

(2) A local authority must use the formula determined under paragraph (1) in all determinations

of school budget shares in respect of the funding period.

(3) A local authority must, before the beginning of the funding period and after carrying out any

consultation required by regulation 9(2) or 9(3), decide upon the formula they will use to

determine—

(a) the budget shares for nursery schools maintained by them;

(b) the amounts to be allocated in respect of nursery classes in schools maintained by them;

(c) the amounts to be allocated to relevant early years providers in their area.

(4) A local authority must use the formula determined under paragraph (3) in all determinations

of budget shares for nursery schools maintained by them, the amounts to be allocated in respect of

nursery classes in schools maintained by them and the amounts to be allocated to relevant early

years providers in their area in respect of the funding period.

(5) A local authority may not make changes to their formulae after the funding period has

commenced.

Determination of allocation of budget shares etc for the funding period

11.—(1) Not later than 15th March 2013, a local authority must determine the budget share for

each of the schools maintained by them (other than special schools, pupil referral units and

nursery schools), using the formula referred to in regulation 10(1) in accordance with Part 3 of

these regulations.

10

(2) After the local authority has made a determination under paragraph (1) but before giving

notice under paragraph (5), the authority, may apply to their schools forum under regulation 12(1),

or to the Secretary of State under regulation 12(3) for authorisation to redetermine schools’ budget

shares by removing any of the expenditure referred to in Part 5 of Schedule 2 (Items That May Be

Removed From Maintained Schools’ Budget Shares) from the budget shares of

(a) all primary (other than nursery) schools,

(b) all secondary schools, or

(c) all primary (other than nursery) and all secondary schools

where the expenditure is instead to be treated as central expenditure.

(3) Not later than 15th March 2013, a local authority must determine the budget share for each

of the special schools and pupil referral units maintained by them in accordance with Part 3 of

these regulations.

(4) Not later than 31st March 2013 a local authority must determine the budget share for each of

the nursery schools maintained by them, the amount to be allocated in respect of each nursery

class in schools maintained by them and the amount to be allocated to each relevant early years

provider in their area, using the formula referred to in regulation 10(3) in accordance with Part 3

of these Regulations.

(5) Not later than 31st March 2013, a local authority must give notice of each budget share or

amount determined under paragraphs (1), (3) and (4) to the governing body of the school or the

relevant early years provider concerned, except where an application has been made under

paragraph (2) and this has been authorised by the schools forum or the Secretary of State in which

case the authority must give notice of the redetermined budget share.

CHAPTER 3

Further Deductions and Variations to Limits Authorised by Schools Forums or the Secretary of

State

Applications to the schools forum and the Secretary of State

12.—(1) Subject to paragraph (2), on the application of a local authority, their schools forum

may authorise—

(a) the criteria for determining expenditure referred to in paragraph 9 of Schedule 2, under

regulation 8(4);

(b) the making of deductions from the authority’s schools budget of certain central

expenditure under regulation 8(5);

(b) the funding of any deficit in the authority’s central expenditure from the schools budget

under regulation 8(6); or

(c) the redetermination of schools’ budget shares by removal of any of the expenditure

referred to in Part 5 of Schedule 2 (Items That May Be Removed From Maintained

Schools’ Budget Shares) from schools’ budget shares where it is instead to be treated by

the authority as central expenditure, under regulation 11(2). .

(2) Where—

(a) a schools forum does not authorise any of the matters referred to in paragraph (1); or

(b) a local authority are not required to establish a schools forum for their area,

the authority may make an application to the Secretary of State for such authorisation..

(3) On the application of a local authority under paragraph (2), the Secretary of State may

authorise the matters referred to in paragraph (1).

(4) On the application of a local authority under regulation 8(7) the Secretary of State may

authorise the authority to deduct any expenditure falling outside of the classes or descriptions of

planned expenditure referred to in Schedule 2 from the authority’s schools budget in order to

determine their individual schools budget.

11

PART 3

Formulae for Determination of Budget Shares etc

CHAPTER 1

Requirements, and Factors and Criteria Taken into Account

Pupil numbers

13.—(1) Subject to regulation 16 (special arrangements for pupils in maintained nursery schools

and nursery classes and children receiving relevant early years provision) and paragraph (2), in

determining and redetermining budget shares for primary and secondary schools, a local authority

must ascertain and take into account in their formula the number of registered pupils at those

schools on the date specified in paragraph (3).

(2) For the purposes of paragraph (1), the number of registered pupils does not include pupils—

(a) in places in primary or secondary schools which the authority have reserved for children

with special educational needs, or

(b) in respect of whom a sixth form grant is payable.

(3) The date for ascertaining pupil numbers is 4th October 2012.

(4) Where a primary school has more registered pupils in reception classes on 19th January 2012

than on 6thOctober 2011, the authority may take into account in their formula the number of

additional pupils, and where it does so this factor must be applied to all primary schools in the

area.

(5) A local authority must include in their formula a single per pupil amount for each of the

following—

(a) the number of registered pupils in reception classes and at key stage 1 and 2,

(b) the number of registered pupils at key stage 3, and

(c) the number of registered pupils at key stage 4,

where the number of registered pupils is calculated with reference to paragraphs (1) to (4).

Places

14.—(1) In determining and redetermining budget shares, a local authority must include the sum

of £10,000 for each place (other than places for sixth form pupils) in—

(a) special schools; and

(b) primary or secondary schools with places which the authority have reserved for children

with special educational needs.

(2) In determining and redetermining budget shares a local authority must include the sum of

£8,000 for each place in pupil referral units.

Social deprivation

15.—(1) In determining budget shares for schools maintained by them, a local authority must

take into account in their formula a factor or factors based on the incidence of social deprivation

among pupils registered at the schools maintained by them, subject to paragraphs (2) to (4).

(2) The authority must base the determination of the incidence of social deprivation referred to

in paragraph (1) on one or more of the following—

(a) the pupil’s eligibility for free school meals as recorded on the October 2012 school

census,

(b) the pupil’s eligibility for free school meals as recorded on any termly school census

between and including the Summer 2006 and Spring 2012 censuses, or

(c) the pupil’s IDACI score on the date specified in regulation 13(3),

12

and where it is based on an IDACI score the authority may use factors which differentiate between

different IDACI bands.

(3) In determining budget shares pursuant to paragraph (1) the authority may take into account

in their formula a single per pupil amount for each socially deprived pupil in reception classes and

at key stage 1 and 2, and a single per pupil amount for each socially deprived pupil at key stage 3

and 4.

(4) In paragraph (3) a reference to a “socially deprived pupil” is to a pupil who has been determined as being such pursuant to paragraph (2).

(5) Other than in respect of two year olds, in determining—

(a) budget shares for maintained nursery schools,

(b) amounts to be allocated in respect of nursery classes in schools maintained by them, and

(c) amounts to be allocated to relevant early years providers in their area,

a local authority must take into account in their formula a factor or factors based on the incidence

of social deprivation among pupils registered at the nursery school or in the nursery class or

among children receiving relevant early years provision from the provider, and the determination

of the incidence of social deprivation must be based on the characteristics of the pupil or child and

not on the location of the school or provider.

(6) In determining—




in respect of two year olds, a local authority may take into account in their formula a factor or

factors based on the incidence of social deprivation among pupils registered at the nursery school

or in the nursery class or among children receiving relevant early years provision from the

provider, and the determination of the incidence of social deprivation must be based on the

characteristics of the pupil or child and not on the location of the school or provider.

Special arrangements for pupils in maintained nursery schools and nursery classes and for

children receiving relevant early years provision

16.—(1) Subject to paragraphs (5) and (6), in determining—

(a) budget shares for nursery schools maintained by them,



a local authority must take into account in their formula the predicted total number of hours of

attendance of registered pupils in the nursery school or nursery class or of children receiving

prescribed early years provision from the relevant early years provider, as the case may be, using

as a basis for the calculation the most recent data available about the actual numbers of registered

pupils or children.

(2) A local authority must review the budget share for each maintained nursery school and the

amount allocated in respect of each nursery class when further information about the hours of

attendance becomes available, taking into account—

(a) in the case where the local authority decide to fund only prescribed early years

provision—

(i) the predicted total number of hours of attendance of registered pupils in the nursery

school or nursery class who will receive prescribed early years provision during the

period (using as a basis for the calculation the actual hours of such attendance in

each of at least three sample weeks); or

(ii) the actual total number of hours of such attendance for the period;

13

(b) in the case where the local authority decide to fund early years provision in excess of that

which is prescribed—

(i) the predicted total number of hours of attendance of registered pupils in the nursery

school or nursery class who will receive early years provision during the period

(using as a basis for the calculation the actual hours of such attendance in each of at

least three sample weeks); or

(ii) the actual total number of hours of such attendance for the period; and

redetermine that budget share or amount allocated, as the case may be.

(3) A local authority must review the amount allocated to each relevant early years provider,

when further information about hours of attendance becomes available, taking into account—

(a) the predicted total number of hours of attendance of children who will receive prescribed

early years provision from the relevant early years provider during the period (using as a

basis for the calculation the actual hours of such attendance in at least three sample

weeks); or

(b) the actual total numbers of hours of such attendance for the period; and

redetermine the amount allocated.

(4) Where a local authority make any redetermination pursuant to paragraph (2) or (3) they must

give notice to the governing body of the school or the relevant early years provider concerned of

the redetermination and the date on which it will be implemented, within 28 days of the

redetermination.

(5) When determining budget shares for maintained nursery schools, amounts to be allocated in

respect of nursery classes and amounts to be allocated to relevant early years providers in their

area, a local authority may weight the predicted total number of hours of attendance of registered

pupils in the nursery school or nursery class or of children receiving prescribed early years

provision from the relevant early years provider, according to the special educational needs of any

such pupils or children.

(6) When determining amounts to be allocated to relevant early years providers in their area, a

local authority may weight the predicted total number of hours of attendance of children receiving

prescribed early years provision from the relevant early years provider, according to whether any

children have been admitted to the relevant early years provider in excess of the number agreed

with the authority.

(7) When determining—


(b) amounts to be allocated in respect of nursery classes maintained by them and

(c) amounts to be allocated to relevant early years providers,

a local authority may take into account in their formula the number of places they wish to fund in

the school, class or provider (instead of the predicted total number of hours of attendance), where

those places have been reserved by the authority for children with special educational needs,

children in need, children of the description prescribed by regulation 3(2) of the Local Authority

(Duty to secure early years provision free of charge) Regulations 2012/ xxx or other two year olds

whom the local authority wish to fund in accordance with their policy set in accordance with the

guidance [name] made under section 7(3) of the Childcare Act 2006.

Differential funding

17. For the purpose of determining or redetermining—


(b) amounts to be allocated in respect of nursery classes in schools maintained by them and


a local authority may use factors or criteria which differentiate between different categories or

descriptions of school or provider on the basis of unavoidable costs.

14

Additional requirements, factors or criteria

18.—(1) Subject to paragraph (3) and regulation 17 (differential funding), in determining budget

shares, a local authority may take into account in their formula any or all of the requirements,

factors or criteria set out in Part 1 of Schedule 3.

(2) In determining budget shares for nursery schools maintained by them, amounts to be

allocated in respect of nursery classes in schools maintained by them and amounts to be allocated

to relevant early years providers in their area, a local authority may take into account in their

formula any or all of the requirements, factors or criteria set out in Part 2 of Schedule 3.

(3) The requirements, factors and criteria set out in Schedule 3 may not be taken into account by

a local authority on the basis of actual or estimated cost unless otherwise stated in that Schedule.

(4) Subject to paragraphs (5) and (6), in determining the budget shares for schools maintained by

them (other than special schools, pupil referral units and nursery schools), with reference to the

per pupil amount of redetermined adjusted budget share for the previous funding period, a local

authority may—

(a) determine a percentage beyond which the per pupil amount of redetermined adjusted

budget share a school would otherwise be allocated must not increase by, or

(b) determine a proportionate limit to this increase.

(4) In paragraph (5) references to “redetermined adjusted budget share” and “redetermined

adjusted budget share for the previous funding period” have the same meanings as in Schedule 4.

(5) Where the authority decide to determine such a percentage under paragraph (4) it must be

applied to the budget shares of all schools in the local authority area.

Minimum funding guarantee

19.—(1) Subject to paragraph (4), in determining and redetermining budget shares for primary

and secondary schools maintained by them, a local authority must ensure that an amount equal to

the guaranteed funding level is included, calculated in accordance with Schedule 4.

(2) For the purposes of determining budget shares, paragraph (1) does not apply to any school

opening during the funding period, except in the circumstances set out in paragraph 3 of Schedule

4;

(3) In determining and redetermining—

(a) budget shares for nursery schools maintained by them,

(b) amounts to be allocated in respect of nursery classes in schools maintained by them and


a local authority must ensure that the number by which they multiply the predicted total number of

hours calculated pursuant to regulation 15(1) is no lower than 1.5 percent less than the number by

which they multiplied the predicted total number of hours calculated pursuant to regulation 16(1)

of the 2012 Regulations for making such determinations in the previous funding period.

(4) A local authority may make changes to the operation of this regulation and to the operation

of Schedule 4 in determining and redetermining budget shares where authorised to do so by the

Secretary of State under regulation 23 (additional arrangements).

Sixth form funding

20.—(1) A local authority must include in the budget shares of secondary and special schools an

amount equal to any sum notified to the local authority by the Secretary of State as being the

allocation in respect of that school’s sixth form grant.

(2) A local authority may, in determining budget shares, use a factor which allocates funding in

respect of the number of registered pupils in sixth forms on [XXXX] October 2012 subject to the

limitation in paragraph (3).

15

(3) Where a local authority use a factor in determining budget shares pursuant to paragraph (2)

they must ensure that amount allocated per pupil in respect of this factor in the funding period is

no greater that the amount that was allocated per pupil in sixth forms in the previous funding

period, save that in determining the amount allocated per pupil in the previous funding period no

account should be taken of amounts that formed part of central expenditure in that funding period..

(4) A local authority must redetermine the budget share of a secondary school before the end of

the funding period where the authority receive a written notification from the Secretary of State of

a revised allocation in respect of the sum referred to in paragraph (1).

�ew schools

21.—(1) A local authority must determine a budget share for any new school in its area from the

date of the school’s opening in accordance with this Part.

Federated schools

22.—(1) Subject to paragraphs (2) and (3), where two or more schools are federated under

section 24 of the 2002 Act, the local authority must determine a budget share for each school in

accordance with Part 3 of these Regulations.

(2) After carrying out the determination under paragraph (1) the local authority may treat the

schools as a single school for the purposes of these Regulations and, accordingly, allocate a single

budget share to the governing body of the federation.

(3) Where the local authority decide to allocate a single budget share to the governing body of a

federation under paragraph (2) they must determine this by combining the budget shares of all the

schools that form part of that federation.

(4) Where one or more schools are to leave a federation which has been allocated a single

budget share under paragraph (1), the local authority must—

(a) determine the budget share for each of the leaving schools; and

(b) redetermine the budget share for the federation,

in accordance with Part 3 of these Regulations.

CHAPTER 2

Adjustments, Correction of Errors, and Additional Arrangements Authorised by Schools Forums

or the Secretary of State

Pupils permanently excluded from, or leaving, maintained schools

23.—(1) Where a pupil is permanently excluded from a school maintained by a local authority

other than a pupil referral unit (“the excluding school”) the authority must redetermine the

excluding school’s budget share in accordance with paragraph (2).

(2) The excluding school’s budget share must be reduced by the amount A x (B / 52) where—

(a) A is the amount determined by the authority in accordance with this Part, that would be

attributable to a registered pupil of the same age and personal circumstances as the pupil

in question at primary or secondary schools maintained by the authority for the full

funding period; and

(b) B is the number of complete weeks remaining in the funding period calculated from the

relevant date, except that where the permanent exclusion takes effect on or after 1st April

in a school year at the end of which pupils of the same age, or age group, as the pupil in

question normally leave that school before being admitted to another school with a

different pupil age range, B is the number of complete weeks remaining in that school

year calculated from the relevant date.

(3) Where a pupil who has been permanently excluded from a school maintained by a local

authority is admitted to another school maintained by a local authority other than a pupil referral

16

unit (“the admitting school”) in the funding period, the authority must redetermine the admitting

school’s budget share in accordance with paragraph (4).

(4) The admitting school’s budget share must be increased by an amount which may not be less

than the amount D x (E / F) where—

(a) D is the amount by which the authority reduced the budget share of the excluding school,

or would have reduced the budget share had that school been maintained by the authority;

(b) E is the number of complete weeks remaining in the funding period during which the

pupil is a registered pupil at the admitting school; and

(c) F is the number of complete weeks remaining in the funding period calculated from the

relevant date.

(5) Where a permanently excluded pupil is subsequently reinstated by the governing body of the

school or by an appeal panel constituted under regulations made under section 52 of the 2002 Act,

the school’s budget share must be increased by an amount which is no less than G x (H / I)

where—

(a) G is the amount by which the authority reduced the school’s budget share under

paragraph (2);

(b) H is the number of complete weeks remaining in the funding period during which the

pupil is reinstated; and

(c) I is the number of complete weeks remaining in the funding period calculated from the

relevant date.

(6) Paragraphs (1) and (2) also apply where a pupil leaves a maintained school other than a pupil

referral unit for reasons other than permanent exclusion and is receiving education funded by a

local authority other than at a school which is maintained by that authority.

(7) For the purposes of paragraph (2)(a), the amount attributable to a registered pupil is the sum

of the amounts determined in accordance with the authority’s formula, by reference to pupil

numbers rather than by reference any other factor or criterion not dependent on pupil numbers

(except that, where the registered pupil in question is a pupil in respect of whom a sixth form grant

is payable, the amount attributable to that pupil is £3,135 for the funding period).

(8) Where a pupil in respect of whom a pupil premium is payable has been permanently

excluded from a school maintained by a local authority other than a pupil referral unit (“the

excluding school”) the local authority must redetermine the excluding school’s budget share in

accordance with paragraph (9).

(9) The excluding school’s budget share must be reduced by J x (K/52) where—

(a) J is the amount of the pupil premium allocated to the excluding school for the funding

period in respect of that child;

(b) K is the number of complete weeks remaining in the funding period calculated from the

relevant date, except that where the permanent exclusion takes effect on or after 1st April

in a school year at the end of which pupils of the same age, or age group, as the pupil in

question normally leave that school before being admitted to another school with a

different pupil age range, K is the number of complete weeks remaining in that school

year calculated from the relevant date.

(10) Where a pupil in respect of whom a pupil premium is payable has been permanently

excluded from a school maintained by a local authority and admitted to another school maintained

by a local authority other than a pupil referral unit (“the admitting school”) in the funding period,

the authority must redetermine the budget share of the admitting school in accordance with

paragraph (11).

(11) The admitting school’s budget share must be increased by an amount which may not be less

than L x (M/N) where—

(a) L is the amount by which the authority reduced the budget share of the excluding school

or would have reduced the budget share had that school been maintained by the authority;

17

(b) M is the number of complete weeks remaining in the funding period during which the

pupil is a registered pupil at the admitting school; and

(c) N is the number of complete weeks remaining in the funding period calculated from the

relevant date.

(12) Where a permanently excluded pupil in respect of whom a pupil premium is payable is

subsequently reinstated by the governing body of the school or by an appeal panel constituted

under regulations made under section 52 of the 2002 Act, the school’s budget share must be

increased by an amount which is no less than O x (P / Q) where—

(a) O is the amount by which the authority reduced the school’s budget share under

paragraph (9);

(b) P is the number of complete weeks remaining in the funding period during which the

pupil is reinstated; and

(c) Q is the number of complete weeks remaining in the funding period calculated from the

relevant date.

(13) Paragraphs (8) and (9) also apply where a pupil in respect of whom a pupil premium is

payable leaves a maintained school other than a pupil referral unit for reasons other than

permanent exclusion and is receiving education funded by a local authority other than at a school

which is maintained by that authority.

(14) For the purposes of this regulation, “the relevant date” is the sixth school day following the date on which the pupil has been permanently excluded.

Correction of errors and changes in non-domestic rates

24.—(1) A local authority may at any time during the funding period redetermine a school’s

budget share for the funding period or any earlier funding period in order to correct an error in a

determination or redetermination under these or any previous Regulations, whether arising from a

mistake as to the number of registered pupils at the school or otherwise, any such redetermination

will take effect in the following funding period.

(2) A local authority may redetermine a school’s budget share to take into account any changes

in that school’s non-domestic rate liability in relation to the funding period or any earlier funding

period.

(3) In so far as any redetermination under paragraph (1) would require the amount that would

otherwise have been the budget share of a school to be reduced, it may not be reduced to a figure

which is lower than that which could have been allocated to that school under the regulations in

force during the funding period in which the error occurred.

Additional arrangements approved by Secretary of State

25.—(1) Subject to paragraphs (2) and (3), a local authority may apply to the Secretary of State

for authorisation or authorisations to determine or redetermine budget shares of schools

maintained by them.

(2) The Secretary of State may authorise the authority to determine or redetermine budget shares

to such extent as the Secretary of State may specify in accordance with arrangements approved by

him in place of the arrangements provided for by these Regulations but these arrangements may

only relate to—

(a) additional factors or criteria that the authority propose to include in its formula, or

(b) what amounts a school’s redetermined adjusted budget shall be reduced by for the

purpose of determining the guaranteed level of funding in paragraph 2(e) of Schedule 4,

or

(c) the variation of the operation of regulation 13 (pupil numbers).

(3) The authority may only make an application to the Secretary of State under paragraphs (2)(a)

and (b) where the nature of a school’s premises exceptionally gives rise to significant additional

cost.

18

(4) A local authority may apply to the Secretary of State to include additional factors or criteria

in its formula for determining and redetermining budget shares for nursery schools maintained by

them, amounts to be allocated in respect of nursery classes in schools maintained by them and

amounts to be allocated to relevant early years providers in their area.

(5) On an application of a local authority under paragraph (4) the Secretary of State may

authorise the authority to include in its formula such factors or criteria proposed by the authority.

(6) A local authority may apply to the Secretary of State for authorisation to vary the operation

of regulation 18(3) in the determination and redetermination of budget shares for nursery schools

maintained by them, amounts to be allocated in respect of nursery classes in schools maintained

by them and amounts to be allocated to relevant early years providers in their area.

(7) On application of a local authority under paragraph (6) the Secretary of State may authorise

the authority to vary the operation of regulation 18(3) as proposed by the authority.

PART 3

Schemes

Required content of schemes

26. A scheme prepared by a local authority under section 48(1) of the 1998 Act must deal with

the matters connected with the financing of schools maintained by the authority set out in

Schedule 5.

Approval by the schools forum or the Secretary of State of proposals to revise schemes

27.—(1) Where a local authority submit a copy of their proposals to revise their scheme to their

schools forum for approval pursuant to paragraph 2A(3)(b) of Schedule 14 to the 1998 Act, the

members of the schools forum that represent schools maintained by the authority may—

(a) approve any such proposals;

(b) approve any such proposals subject to modifications; or

(c) refuse to approve any such proposals.

(2) Where the schools forum approve the proposals to revise the scheme, they may specify the

date upon which the revised scheme is to come into force.

(3) Where—

(a) the schools forum refuse to approve proposals submitted under paragraph 2A(3)(b) of

Schedule 14 to the 1998 Act, or approve any such proposals subject to modifications

which are not acceptable to the local authority; or

(b) the local authority are not required to establish a schools forum for their area,

the authority may apply to the Secretary of State for approval of such proposals.

(4) The Secretary of State may—

(a) approve any such proposals;

(b) approve any such proposals subject to modifications; or

(c) refuse to approve any such proposals.

(5) When approving proposals to revise the scheme, the Secretary of State may specify the date

upon which the revised scheme is to come into force.

(6) No revised scheme is to come into force unless approved by the schools forum or the

Secretary of State in accordance with this regulation.

Publication of schemes

28.—(1) A local authority—

19

(a) must publish their scheme on a website which is accessible to the general public; and

(b) may publish it elsewhere, in such manner as they see fit.

(2) Whenever a local authority revise the whole or part of their scheme they must publish the

scheme as revised on a website which is accessible to the general public by the date that the

revisions are due to come into force, together with a statement that the revised scheme comes into

force on that date.

[�ame]

Parliamentary Under Secretary of State

[Date] Department for Education

SCHEDULE 1 Regulation 4

CLASSES OR DESCRIPTIONS OF PLANNED EXPENDITURE

PRESCRIBED FOR THE PURPOSES OF THE NON-SCHOOLS

EDUCATION BUDGET OF A LOCAL AUTHORITY

Special educational provision

1. Expenditure on services provided by educational psychologists.

2. Expenditure in connection with the authority’s functions under sections 321 to 331 of the

1996 Act (which functions relate to the identification and assessment of children with special

educational needs and the making, maintaining and reviewing of statements for such children).

3. Expenditure on monitoring the provision for pupils in schools (whether or not maintained by

the authority) for the purposes of disseminating good practice in relation to, and improving the

quality of educational provision for, children with special educational needs.

4. Expenditure on collaboration with other statutory and voluntary bodies to provide support for

children with special educational needs.

5. Expenditure in connection with—

(a) the provision of parent partnership services (that is services provided under section 332A

of the 1996 Act to give advice and information to parents of children with special

educational needs), or other guidance and information to such parents which, in relation

to pupils at a school maintained by the authority, are in addition to the information

usually provided by the governing bodies of such schools; or

(b) arrangements made by the authority with a view to avoiding or resolving disagreements

with the parents of children with special educational needs.

6. Expenditure on carrying out the authority’s child protection functions under the Children Act

1989, functions under section 175 of the 2002 Act, and other functions relating to child protection.

7. Expenditure incurred in entering into, or subsequently incurred pursuant to, an arrangement

under section 31 of the Health Act 1999(a) or regulations made under section 75 of the National

Health Service Act 2006(b) (arrangements between NHS bodies and local authorities).

(a) 1999 c.8. Section 31 was repealed by section 6 of, and Schedule 4 to, the National Health Service (Consequential

Provisions) Act 2006 (c.43) but section 4 of, and paragraph 1 of Schedule 2 to, that Act contains a savings provision which means that arrangements made under section 31 of the 1999 Act continue to have effect as if made under section 75 of the National Health Service Act 2006.

(b) 2006 c. 41.

20

8. Expenditure on the provision of special medical support for individual pupils in so far as such

expenditure is not met by a Primary Care Trust, National Health Service Trust, NHS foundation

trust or Local Health Board.

School improvement

9. Expenditure incurred by a local authority in respect of action to support the improvement of

standards in the authority’s schools, in particular expenditure incurred in connection with

functions under the following sections of the 2006 Act—

(a) section 60 (performance standards and safety warning notice),

(b) section 60A (teachers’ pay and conditions warning notice),

(c) section 63 (power of local authority to require governing bodies of schools eligible for

intervention to enter into arrangements),

(d) section 64 (power of local authority to appoint additional governors),

(e) section 65 (power of local authority to provide for governing bodies to consist of interim

executive members) and Schedule 6; and

(f) section 66 (power of local authority to suspend right to delegated budget).

Access to education

10. Expenditure in relation to the following matters—

(a) management of the authority’s capital programme including preparation and review of an

asset management plan and negotiation and management of private finance transactions;

(b) planning and managing the supply of school places, including the authority’s functions in

relation to the establishment, alteration or discontinuance of schools pursuant to Part 2 of,

and Schedule 2 to, the 2006 Act;

(c) the authority’s functions in relation to the exclusion of pupils from schools, excluding any

provision of education to excluded pupils, but including advice to the parents of such

pupils;

(d) the authority’s functions under sections 508A, 508E and 509 (school travel) of the 1996

Act; and

(e) the authority’s functions under sections 510 and 514 of the 1996 Act (provision and

administration of clothing grants and boarding grants), and pursuant to regulations made

under section 518(2) of the 1996 Act.

11. Expenditure arising from the authority’s functions under Chapter 2 of Part 6 of the 1996 Act

(school attendance).

12. Expenditure on the provision of support for students under regulations made under section

1(1) of the Education Act 1962 and under section 22 of the Teaching and Higher Education Act

1998.

13. Expenditure on discretionary grants paid under section 1(6) or 2 of the Education Act

1962(a) (awards for designated and other courses).

14. Expenditure on the payment of 16-19 Bursaries(b).

(a) 1962 c.12. The 1962 Act was repealed by the Teaching and Higher Education Act 1998 (c.30) with transitional savings

provisions. The repeal does not affect the continued operation of the provisions that relate to the making of subordinate legislation. Relevant regulations made under section 1(1) of the 1962 Act are the Education (Mandatory Awards) Regulations 2003 (S.I. 2003/1994), as amended by S.I. 2004/1038 and 2004/1792). These Regulations describe the designated courses and methodology for calculating grants.

(b) A 16-19 Bursary is financial assistance under section 14 of the 2002 Act paid to, or in respect of, a person who is aged 16 to 19 in connection with his undertaking any course or training.

21

15. Expenditure on the provision of tuition in music, or on other activities which provide

opportunities for pupils to enhance their experience of music.

16. Expenditure incurred in enabling pupils to enhance their experience of the visual, creative

and performing arts other than music.

17. Expenditure on outdoor education centres, but not including centres wholly or mainly for the

provision of organised games, swimming or athletics.

Additional education and training for children, young persons and adults

18. Expenditure on the provision of education and training and of organised leisure time

occupation, and other provision under sections 15ZA and 15ZC of the 1996 Act.

19. Expenditure on the provision by the local authority under sections 507A and 507B of the

1996 Act of recreation, social and physical training, educational leisure-time activities and

recreational leisure-time activities.

Strategic management

20. Expenditure on education functions related to—

(a) functions of the director of children’s services and the personal staff of the director;

(b) planning for the education service as a whole;

(c) functions of the authority under Part I of the Local Government Act 1999(a) (Best Value)

and the provision of advice to assist governing bodies in procuring goods and services

with a view to securing continuous improvement in the way the functions of those

governing bodies are exercised, having regard to a combination of economy, efficiency

and effectiveness;

(d) revenue budget preparation, preparation of information on income and expenditure

relating to education for incorporation into the authority’s annual statement of accounts,

and the external audit of grant claims and returns relating to education;

(e) administration of grants to the authority (including preparation of applications), functions

imposed by or under Chapter IV of Part 2 of the 1998 Act (financing of maintained

schools) and, where it is the authority’s duty to do so, ensuring payments are made in

respect of taxation, national insurance and superannuation contributions;

(f) authorisation and monitoring of—

(i) expenditure which is not met from schools’ budget shares, and

(ii) expenditure in respect of schools which do not have delegated budgets,

and all related financial administration;

(g) the formulation and review of the methods of allocation of resources to schools and other

bodies;

(h) the authority’s monitoring of compliance with the requirements of their financial scheme

prepared under section 48 of the 1998 Act, and any other requirements in relation to the

provision of community facilities by governing bodies under section 27 of the 2002 Act;

(i) internal audit and other tasks necessary for the discharge of the authority’s chief finance

officer’s responsibilities under section 151 of the Local Government Act 1972(b);

(j) the authority’s functions under regulations made under section 44 of the 2002 Act(c);

(a) 1999 c. 27. (b) 1972 c. 70. (c) The Consistent Financial Reporting (England) Regulations 2003 (S.I. 2003/373, as amended by S.I. 2004/393, 2006/437,

2007/599 and 2008/46.

22

(k) recruitment, training, continuing professional development, performance management

and personnel management of staff who are funded by expenditure not met from schools’

budget shares and who are paid for services carried out in relation to those of the

authority’s functions and services which are referred to in other paragraphs of this

Schedule;

(l) investigations which the authority carry out of employees, or potential employees, of the

authority, or of governing bodies of schools, or of persons otherwise engaged, or to be

engaged, with or without remuneration to work at or for schools;

(m) functions of the authority in relation to local government superannuation which it is not

reasonably practicable for another person to carry out, and functions of the authority in

relation to the administration of teachers’ pensions;

(n) retrospective membership of pension schemes and retrospective elections made in respect

of pensions where it would not be appropriate to expect the governing body of a school to

meet the cost from the school’s budget share;

(o) advice, in accordance with the authority’s statutory functions, to governing bodies in

relation to staff paid, or to be paid, to work at a school, and advice in relation to the

management of all such staff collectively at any individual school, including in particular

advice with reference to alterations in remuneration, conditions of service and the

collective composition and organisation of such staff;

(p) determination of conditions of service for non-teaching staff, and advice to schools on the

grading of such staff;

(q) the authority’s functions regarding the appointment or dismissal of employees;

(r) consultation and functions preparatory to consultation with or by governing bodies, pupils

and persons employed at schools or their representatives, or with other interested bodies;

(s) compliance with the authority’s duties under the Health and Safety at Work etc Act

1974(a) and the relevant statutory provisions as defined in section 53(1) of that Act, in so

far as compliance cannot reasonably be achieved through tasks delegated to the governing

bodies of schools; but including expenditure incurred by the authority in monitoring the

performance of such tasks by governing bodies and, where necessary, the giving of

advice to them;

(t) the investigation and resolution of complaints;

(u) legal services relating to the statutory functions of the authority;

(v) the preparation and review of plans involving collaboration with other local authority

services or with public or voluntary bodies;

(w) provision of information to or at the request of the Crown and the provision of other

information which the authority are under a duty to make available;

(x) the authority’s functions pursuant to regulations made under section 12 of the 2002 Act

(supervising authorities of companies formed by governing bodies); and

(y) the authority’s functions under the discrimination provisions of the Equality Act 2010(b)

in so far as compliance cannot reasonably be achieved through tasks delegated to the

governing bodies of schools; but including expenditure incurred by the authority in

monitoring the performance of such tasks by governing bodies and, where necessary, the

giving of advice to them.

Other functions

21. Expenditure in pursuance of a binding agreement, where the other party is a local authority,

or the other parties include one or more local authorities, in relation to the operation of a facility

provided partly, but not solely, for the use of schools.

(a) 1974 c.37. (b) 2010 c.15.

23

22. Expenditure on establishing and maintaining those electronic computer systems, including

data storage, which are intended primarily to maintain linkage between local authorities and their

schools.

23. Expenditure on monitoring National Curriculum assessment arrangements required by

orders made under section 87 of the 2002 Act.

24. Expenditure in connection with the authority’s functions in relation to the standing advisory

council on religious education constituted by the authority under section 390 of the 1996 Act(a) or

in the reconsideration and preparation of an agreed syllabus of religious education in accordance

with Schedule 31 to the 1996 Act.

25. Expenditure in respect of the dismissal or premature retirement of, or for the purpose of

securing the resignation of, or in respect of acts of discrimination against, any person except to the

extent that these costs are chargeable to schools’ budget shares or fall within paragraph 5(b) of

Schedule 2.

26. Expenditure in respect of a teacher’s emoluments under section 19(9) of the Teaching and

Higher Education Act 1998.

27. Expenditure on the appointment of governors, the making of instruments of government, the

payment of expenses to which governors are entitled and which are not payable from a school’s

budget share, and the provision of information to governors.

28. Expenditure on making pension payments, other than in respect of staff employed in

schools.

29. Expenditure on insurance, other than for liability arising in connection with schools or

school premises.

30. Expenditure in connection with powers and duties performed under Part 2 of the Children

and Young Persons Act 1933(b) (enforcement of, and power to make byelaws in relation to,

restrictions on the employment of children).

SCHEDULE 2 Regulations 6 and 8

CLASSES OR DESCRIPTIONS OF PLANNED EXPENDITURE

PRESCRIBED FOR THE PURPOSES OF THE SCHOOLS BUDGET

OF A LOCAL AUTHORITY WHICH MAY BE DEDUCTED FROM IT

TO DETERMINE THE INDIVIDUAL SCHOOLS BUDGET

PART 1 Central Services

1. Expenditure on the operation of the system of admissions of pupils to schools (including

expenditure incurred in carrying out consultations under section 88C(2) of the 1998 Act(c)) and in

relation to appeals.

2. Expenditure incurred in connection with the authority’s functions under section 47A of the

1998 Act (establishment and maintenance of, and consultation with, schools forums)

3. CERA incurred for purposes not falling within any other paragraph of this Schedule or

Schedule 1.

(a) Section 390 was amended by section 140(1) of, and paragraph 93 of Schedule 20 to, the 1998 Act. (b) 1933 c.12. (c) Section 88C(2) was amended by section 51 of, and Schedule 4 to, the 2002 Act and sections 45 and 56 of the 2006 Act.

24

4. Expenditure on—

(a) prudential borrowing;

(b) termination of employment costs, where the schools forum has approved the charging of

these costs to the schools budget for the funding period in which they were incurred and

the revenue savings achieved by the termination of employment to which they relate are

equal to or greater than the costs incurred;

(c) combined services where the expenditure relates to classes or descriptions of expenditure

falling outside those set out in this Schedule

where the expenditure has been approved by the schools forum or the Secretary of State in a

previous funding period.

5. Expenditure on purchase of CRC allowances for schools

6. Any deductions under each of paragraphs 2 to 5 must not exceed the amount deducted under

each of paragraphs 13, 31, 34, 36(a), 36(b), 36(c) and 38 of Schedule 2 to the 2012 Regulations for

the previous funding period.

PART 2

Central Schools Expenditure

7. Expenditure on pay arrears due to staff employed at maintained schools and other staff whose

salaries are met from the schools budget, and expenditure on the costs of financing payment of

such arrears, where the expenditure is not chargeable to a maintained school’s budget share under

the terms of the local authority’s scheme.

8. Expenditure pursuant to section 18 of the 1996 Act(a) in making any grant or other payment

in respect of fees or expenses (of whatever nature) which are payable in connection with the

attendance of pupils at a school which is not maintained by any local authority.

9. Expenditure to be incurred due to a significant growth in pupil numbers as a result of the local

authority’s duty under section 13(1) of the 1996 Act to secure that efficient primary education and

secondary education are available to meet the needs of the population of their area, but only where

the authority has set criteria for determining the circumstances in which the expenditure can be

incurred and the basis for calculating the amount of any such expenditure..

10. Expenditure to be incurred in order to make provision for extra classes in order to comply

with the School Admissions (Infant Class Sizes) (England) Regulations 2012(b).

PART 3

Central Early Years Expenditure

11. Expenditure on early years provision, excluding expenditure—

(a) on such provision on a maintained school; and

(b) on relevant early years provision.

12. Expenditure on determining the eligibility—

(a) of a pupil for free school meals where that pupil is being provided with early years

provision; or

(b) of a child for prescribed early years provision.

(a) Section 18 was amended by article 5(1) of, and paragraph 7 of Schedule 2 to, S.I. 2010/1158. (b) S.I. 2012/10.

25

PART 4

Pupils With High Needs

13. Expenditure in respect of pupils with special educational needs at primary and secondary

schools, excluding expenditure—

(a) in respect of pupils in places which the authority have reserved for children with special

educational needs; or

(b) where it would be reasonable to expect such expenditure to be met from a school’s budget

share or from the general annual grant paid to an Academy by the Secretary of State.

14. Expenditure in respect of—

(a) pupils with special educational needs in special schools and special Academies; or

(b) in places at primary or secondary schools and Academies which the authority have

reserved for children with special educational needs;

where the expenditure cannot be met from the sum referred to in regulation 14(1).

15. Expenditure in respect of persons provided with further education who are aged 19 or over

but under 25 and are subject to learning difficulty assessment.

16. Expenditure on support services for pupils who have a statement of special educational

needs and for pupils with special educational needs who do not have such a statement.

17. Expenditure for the purposes of encouraging—

(a) collaboration between special schools and primary and secondary schools to enable

children with special educational needs to engage in activities at primary and secondary

schools;

(b) the education of children with special educational needs at primary and secondary

schools; and

(c) the engagement of children with special educational needs at primary and secondary

schools in activities at the school with children who do not have special educational needs

in cases where the local authority consider it would be unreasonable for such expenditure to be

met from a school’s budget share.

18. Expenditure incurred in relation to education otherwise than at school under section 19 of

the 1996 Act or in relation to a pupil referral unit where the expenditure cannot be met from the

sum referred to in regulation 14(2).

19. Expenditure on the payment of fees in respect of pupils with special educational needs—

(a) at independent schools or at special schools which are not maintained by a local authority

under section 348 of the 1996 Act; or

(b) at an institution outside England and Wales under section 320 of the 1996 Act.

PART 5

Items That May Be Removed From Maintained Schools’ Budget Shares

20. Expenditure (other than expenditure referred to in Schedule 1 or any other paragraph of this

Schedule) incurred on services relating to the education of children with behavioural difficulties,

and on other activities for the purpose of avoiding the exclusion of pupils from schools.

21. Expenditure on determining the eligibility of a pupil for free school meals;

22. Expenditure on making payments to, or in providing a temporary replacement for, a woman

on maternity leave or a person on adoption leave.

26

23. Expenditure on making payments to, or in providing a temporary replacement for, any

person—

(a) carrying out trade union duties or undergoing training under section 168 and 168A of the

Trade Union and Labour Relations (Consolidation) Act 1992(a);

(b) taking part in trade union activities under section 170 of the Trade Union and Labour

Relations (Consolidation) Act 1992;

(c) performing public duties under section 50 of the Employment Rights Act 1996(b);

(d) undertaking jury service;

(e) who is a safety representative under the Safety Representatives and Safety Committees

Regulations 1977(c);

(f) who is a representative of employee safety under the Health and Safety (Consultation

with Employees) Regulations 1996(d);

(g) who is an employee representative for the purposes of Chapter 2 of Part 4 of the Trade

Union and Labour Relations (Consolidation) Act 1992, as defined in section 196 of that

Act or regulation 13(3) of the Transfer of Undertakings (Protection of Employment)

Regulations 2006(e);

(h) taking time off for ante-natal care under section 55 of the Employment Rights Act 1996;

(i) undertaking duties as a member of the reserve forces as defined in section 1(2) of the

Reserve Forces Act 1996(f);

(j) suspended from working at a school; or

(k) who is appointed a learning representative of a trade union, in order for that person to

analyse training requirements or to provide or promote training opportunities, and to carry

out consultative or preparatory work in connection with such functions.

24. Expenditure on making payments to, or in providing a temporary replacement for, a person

who is seconded on a full-time basis for a period of three months or more other than to a local

authority or the governing body of a school.

25. Expenditure on making payments to, or in providing a temporary replacement for, persons

who have been continuously absent from work because of illness for 21 days or more.

26. Expenditure on insurance in respect of liability arising in connection with schools and school

premises.

27. Expenditure on services to schools provided by museums and galleries.

28. Expenditure on library services.

29. Expenditure on licence fees or subscriptions paid on behalf of schools.

30. Expenditure on the schools’ specific contingency

31. Expenditure for the purposes of—

(a) improving the performance of under-performing pupils from ethnic minority groups; or

(b) meeting the specific needs of bilingual pupils.

(a) 1992 c.52. Section 168A was inserted by section 43 of the Employment Act 2002 (c.22). (b) 1996 c.18. (c) S.I. 1977/500, amended by section 1 of the Employment Rights (Dispute Resolution) Act 1998 (c.8) and S.I. 1996/1513,

1999/860, 1999/2024, 1999/3242, 2005/1541, 2006/594 and 2008/960. (d) S.I. 1996/1513, amended by section 1 of the Employment Rights (Dispute Resolution) Act 1998 (c.8) and S.I. 1999/3242

and 2005/1541. (e) S.I. 2006/246, amended by S.I. 2010/93. (f) 1996 c.14.

27


ADDITIONAL REQUIREMENTS, OR FACTORS OR CRITERIA

WHICH MAY BE TAKEN INTO ACCOUNT, IN A LOCAL

AUTHORITY’S FORMULA UNDER REGULATION 17

PART 1

Applicable only to budget shares for maintained schools

1. A single per pupil amount for each looked after child based on either—

(a) the number of looked after children in the local authority area,

(b) the number of children who have been looked after for six months or more in the local

authority area, or

(c) the number of children who have been looked after for twelve months or more in the local

authority area.

2. Prior attainment of pupils at key stages 1 and 2 (excluding pupils in schools years 5 and 6)

who have achieved either fewer than 78 points or fewer than 73 points on the current Early Years

Foundation Stage Profile.

3. Prior attainment of pupils at key stages 3 and 4 who achieved a level 3 or lower in both

English and Maths at key stage 2.

4. A single per pupil amount for each pupil at key stages 1 and 2 for whom English is not their

first language, based on either-

(a) the number of pupils for whom English is not their first language where the pupil has

been attending a school or schools in England for three years or less ,

(b) the number of pupils for whom English is not their first language where the pupil has

been attending a school or schools in England for two years or less, or

(c) the number of pupils for whom English is not their first language where the pupil has

been attending a school or schools in England for one year or less,

where the number of pupils in the previous three years is determined by information in the

October 2009, October2010 October 2011 school censuses.

5. A single per pupil amount for each pupil at key stage 3 and 4 for whom English is not their

first language, based on either—

(a) the number of pupils for whom English is not their first language where the pupil has

been attending a school or schools in England for three years or less,

(b) the number of pupils for whom English is not their first language where the pupil has

been attending a school or schools in England for two years or less, or

(c) the number of pupils for whom English is not their first language where the pupil has

been attending a school or schools in England for one year or less

where the number of pupils in the previous three years is determined by information in the

October 2009, October 2010 and October 2011 school censuses.

6. A single sum of an equal amount to be given to each school of up to £200,000 per school.

7. Where a school has a split site the funding must be in accordance with criteria published by

the authority.

8. Non-domestic rates payable in respect of the premises of each school which must be actual or

estimated cost.

9. Payments in relation to a private finance initiative (including actual or estimated cost).

28

10. Salaries of teachers at a school in the county councils of Buckinghamshire, Essex,

Hertfordshire, Kent or West Sussex .

11. A single per pupil amount, based on-_

(a) the number of pupils at key stages 1 and 2 who joined the school in the last three

academic years at any other time than August or September, (and January in the case of

reception classes), and where the school has a nursery class, excluding pupils who joined

the school in the nursery class, and

(b) the number of pupils at key stages 3 and 4 who joined the school in the last three

academic years at any other time than August or September..

PART 2

Applicable only to budget shares for, and amounts to be allocated to, providers of

prescribed early years provision

12. Incidence of looked after children.

13. Prior attainment of pupils entering a school or relevant early years provider.

14. Pupils and children for whom English is not their first language.

15. A single sum for each school and relevant early years provider which may vary according to

the type of provider.

16. Where a school or a relevant early years provider has a split site the funding must be in

accordance with criteria published by the authority.

17. Non-domestic rates payable in respect of the premises of each school or relevant early years

provider.

18. Payments in relation to a private finance initiative (including actual or estimated cost).

19. Salaries of teachers at a school or early years provider in the county councils of

Buckinghamshire, Essex, Hertfordshire, Kent or West Sussex .

20. The need to improve the quality of provision by particular providers or types of provider.

21. The degree of flexibility in the hours of attendance that a provider makes available.

22. The need to secure or sustain a sufficiency of prescribed early years provision within the

authority’s area or any sub-area within that area; and in this paragraph “sub-area” means—

(a) an electoral division or ward of the authority; or

(b) such other appropriate geographical division into which the authority have notionally

divided their area.


MINIMUM FUNDING GUARANTEE

1. In this Schedule—

(a) references to the number of pupils exclude those funded by a sixth form grant and those

in places which the local authority have reserved for children with special educational

needs;

(b) the “Schedule 2 applied to that funding period,

(i) any amount included in respect of paragraph 8 (rates) of Schedule 3 to the 2012

Regulations,

29

(c) any amount allocated to the school pursuant to paragraph 6 (single sum) of Schedule 3

relevant number” of pupils for the previous funding period is the number of registered

pupils at the school on 6thOctober 2011;

(d) the “relevant number” of pupils for the funding period is the number of pupils at the

school on4thOctober 2012;

(e) references to a redetermined adjusted budget share for the previous funding period must

be reduced by the following—

(i) any amounts included pursuant to regulation 20 (sixth form funding) of the 2012

Regulations,

(ii) any amounts allocated to the school pursuant to Schedule 3 of 2012 Regulations

where such amount has been deducted from the schools budget under Part 4 (Pupils

With High Needs) of Schedule 2,

(iii) any amounts that the local authority estimates the school would have been allocated

for places the authority reserves for children with special educational needs in the

previous funding period had Part 4 (Pupils With High Needs) of, and

(iv) any amount allocated to the school pursuant to regulation 9(3)(b) (nursery classes) of

the 2012 Regulations;

(f) references to a redetermined adjusted budget share for the funding period include the

effect of any additional arrangements approved by the schools forum or the Secretary of

State under regulation 25 (additional arrangements), but are reduced by the following—

(i) any amounts included pursuant to regulation 20 (sixth form funding),

(ii) any amount allocated under regulation 14(1) (special units and resourced provision),

(iii) any amounts included in respect of paragraph 8 (rates) of Schedule 3,

(iv) any amount allocated to the school pursuant to paragraph 6 (single sum) of Schedule

3,

(v) any amounts allocated pursuant to regulation 10(1) (formula for determining budget

shares) which would have been within a class or description of the expenditure listed

in Schedule 2 to the 2012 Regulations, and

(vi) any amount allocated to the school under regulation 10(3) (early years single funding

formula);

(g) for the purposes of this Schedule—

(i) where a school has opened during the previous funding period, its redetermined

adjusted budget share for the previous funding period is the amount that it would

have been had the school opened on 1st April 2012,

(ii) where a school opens during the funding period, its redetermined adjusted budget

share for the funding period is the amount that it would have been had the school

opened on 1st April 2013,

adjusted in accordance with sub-paragraph (d) or (e), whichever is applicable.

2. Where (A/B) is less than (C/D) then the guaranteed funding level is (C/D) x B where—

A is the redetermined adjusted budget share for the funding period,

B is the relevant number of pupils in the funding period,

C is the redetermined adjusted budget share for the previous funding period multiplied by

0.985, and

D is the number of relevant pupils in the previous funding period.

3. Where a school opens during the funding period, and is a replacement for two or more

schools being discontinued during the funding period, its guaranteed funding level must be

calculated in accordance with paragraph 2, save that the figure in respect of the new school’s

redetermined adjusted budget share for the previous funding period is to be determined using the

30

sum of the relevant number of pupils in the discontinued schools for the previous funding period

as the relevant number for the purposes of paragraph 1(b).


CONTENTS OF SCHEMES

1. The carrying forward from one funding period to another of surpluses and deficits arising in

relation to schools’ budget shares.

2. Amounts which may be charged against schools’ budget shares.

3. Amounts received by schools which may be retained by their governing bodies and the

purposes for which such amounts may be used.

4. The imposition, by or under the scheme, of conditions which must be complied with by

schools in relation to the management of their delegated budgets and of sums made available to

governing bodies by the authority which do not form part of delegated budgets, including

conditions prescribing financial controls and procedures.

5. Terms on which services and facilities are provided by the authority for schools maintained

by them.

6. The payment of interest by or to the authority.

7. The times at which amounts equal in total to the school’s budget share are to be made

available to governing bodies and the proportion of the budget share to be made available at each

such time.

8. The virement between budget heads within the delegated budget.

9. Circumstances in which a local authority may delegate to the governing body the power to

spend any part of the authority’s non-schools education budget or schools budget in addition to

those set out in section 49(4)(a) to (c) of the 1998 Act(a).

10. The use of delegated budgets and of sums made available to a governing body by the local

authority which do not form part of delegated budgets.

11. Borrowing by governing bodies.

12. The banking arrangements that may be made by governing bodies.

13. A statement as to the personal liability of governors in respect of schools’ budget shares

having regard to section 50(7) of the 1998 Act.

14. A statement as to the allowances payable to governors of a school which does not have a

delegated budget in accordance with the scheme made by the authority for the purposes of section

519 of the 1996 Act(b).

15. The keeping of a register of any business interests of the governors and the head teacher.

16. The provision of information by and to the governing body.

17. The maintenance of inventories of assets.

18. Plans of a governing body’s expenditure.

19. A statement as to the taxation of sums paid or received by a governing body.

(a) Section 49(4) was amended by section 215 of, and paragraph 100 of Schedule 21 to, the 2002 Act. (b) Section 519 was amended by section 140 of, and paragraph 139 of Schedule 2 to, the 1998 Act.

31

20. Insurance.

21. The use of delegated budgets by governing bodies so as to satisfy the authority’s duties

imposed by or under the Health and Safety at Work etc Act 1974.

22. The provision of legal advice to a governing body.

23. Funding for child protection issues.

24. How complaints by persons working at a school or by school governors about financial

management or financial propriety at the school will be dealt with and to whom such complaints

should be made.

25. Expenditure incurred by a governing body in the exercise of the power conferred by section

27 of the 2002 Act.

EXPLA�ATORY �OTE

(This note is not part of the Regulations)

These Regulations make provision for the financial arrangements of local authorities in relation to

the funding of maintained schools and providers of prescribed early years provision in England,

for the financial year 2013-2014.

The School Finance (England) Regulations 2011 and the School Finance (Amendment) (England)

Regulations 2011 are revoked. The School Finance (England) Regulations 2012, remain in force.

These Regulations define the non-schools education budget (regulation 4 and Schedule 1), the

schools budget (regulation 6 and Schedule 2), the central expenditure and the individual schools

budget (regulation 8 and Schedule 2). They require local authorities to determine budget shares for

schools maintained by them and the amounts to be allocated in respect of nursery classes in

schools maintained by them and relevant early years providers in their area in accordance with the

appropriate formula (regulations 10 and 11), impose a minimum funding guarantee (regulation 19

and Schedule 4) and impose requirements in relation to local authorities’ schemes (regulation 26

and Schedule 5).

An impact assessment has not been prepared for these Regulations because no impact on the

private or voluntary sector is foreseen.

APPENDIX 2

APPENDIX 3

(ITEM TO FOLLOW)

APPENDIX 4

CONSULTATION ON THE SCHOOLS FINANCE REGULATIONS 2013 AND

ADDITIONAL GRANT CONDITIONS FOR THE DEDICATED SCHOOLS GRANT

Early Years Funding – Consultation Response

1. To relax the requirement to have a mandatory deprivation supplement (regulation 15(6))

LA response: The LA would support this proposal as it would allow individual authorities to make the decision locally and would provide the flexibility for this to be adjusted if necessary to reflect local changes and trends.

2. To relax the rules on place based funding to support capacity building LA response: The LA would support this as it would enable us to protect places for younger two year olds during the transition period. We appreciate that this facility would be on a time limited basis only, but would request that the time period should be sufficient to allow LAs sufficient time to build the necessary capacity to be able to meet the required levels.

3. To require a mandatory quality supplement in the EYSFF for two year olds LA response: The LA has some concerns that a mandatory requirement would limit authorities ability manage this locally and to find an appropriate balance between incentivising and rewarding settings. The LA would also welcome the opportunity to have the flexibility to use funding to help settings to increase the number of qualified staff, for example by offering bursaries.

1

Report No. ED12041


PART ONE - PUBLIC

Decision Maker: Schools Forum


TITLE: FINAL DSG BUDGET 2012/13

Contact Officer: Amanda Russell, Head of Schools Finance Team Tel: 020 8313 4806 E-mail: [email protected]


Ward: Boroughwide


1.1 This report provides details of the final DSG allocation for 2012/13.

________________________________________________________________________________


2.1 The Schools’ Forum is asked to discuss and comment on the final allocation.

3. COMMENTARY

3.1 In July, DfE released the final DSG allocations for 2012/13. Bromley's final allocation is £220,809,000, compared to the estimated figure of £220,463,000 being an increase of £346,000.

3.2 This information is being formally notified to the Schools' Forum in order to fulfil the requirement for the purposes of the Chief Finance Officer's statement.

3.3 Appendix 1 shows the DSG forecast and final comparison, showing the calculations behind the move from £220.8m to £220.4m.

3.4 Appendix 2 shows the detailed calculations for the converter Academies.

3.5 Appendix 3 shows the use of the DSG for 2012/13 updated to include the final allocation.

3.6 As the additional DSG funding relates to increased pupil numbers for 3 and 4 year olds, this funding has been added to the Central Schools’ Budget which includes Early Years Funding. It is anticipated that this funding will be used to offset an overspend which is being anticipated through budget monitoring and is as a result of the increased pupil numbers.

Non-Applicable Sections: Policy, Financial, Legal and Personnel Implications


N/A

Agenda Item 6

2

APPENDIX 1

DSG FORECAST 2012-13

2012-13 2011-12

Forecast DfE Final Difference

3 Year Olds

Maintained Schools 420 340

PVIs 2,952 1,861

3,372 2,201

* 0.6 2,023 2,201 178

To fund universal provision 247 163 -84

2,270 2,364 94

4 Year Olds

Maintained Schools

Nursery 0

Reception 3,704 3,746 42

Special 15 15 0

Alternative Provision 48 48 0

PVIs 723 711 -12

4,490 4,520 30

5-10 Year Olds

Maintained Schools

Primary 20,126 20,102 -25

Secondary 0

Special 116 116 0

Pupil Referral 0

Alternative Provision 33 28 -5

20,275 20,246 -30

11+

Maintained Schools

Primary

Secondary 17,034 16,998 -36

Special 261 261 0

16+ 0

Pupil Referral 79 81 2

Alternative Provision 180 190 10

17,554 17,530 -24

44,589 44,659 70

Per Pupil Funding £ 4,944 £ 4,944 £ 4,944

DSG £ 220,463,000 £ 220,809,000 £ 347,000

3

APPENDIX 2

B. Academy Recoupment Amounts: Bromley

2012-13 cash amount to remove for recoupment academies that opened between 2008-09 and 2011-12 or that will be opening in

2012-13 (£m)

98.703

Pupils in academies going through recoupment are included in the LA's pupil numbers, however academies are not funded through the DSG. Therefore an amount is removed from the LA's DSG allocation based on the predecessor school's budget. This recoupment method is applied to any academies that opened from April 2008 onwards. Those shown are academies which are currently open or expected to open in 2012-13 as at 21st August 2012.

B. Academies - academy recoupment amounts

Academy Name/School Name Date of opening (dd / mm / yyyy)

Amount to recoup (£m)

Estimate used

Harris Academy Beckenham 01/09/2011 3.442 Hillside Primary School 01/09/2012 0.852

Kemnal Technology College 01/09/2010 4.607 Darrick Wood School 01/12/2010 5.788 Beaverwood School for Girls 01/03/2011 5.081

Bishop Justus Church of England School 01/03/2011 4.291 Coopers Technology College 01/03/2011 5.088

Charles Darwin School 01/04/2011 4.852 Hayes School (Bromley) 01/04/2011 5.455

Langley Park School for Boys 01/04/2011 4.839 Newstead Wood School 01/04/2011 3.118

Ravens Wood School 01/04/2011 5.030 The Ravensbourne School 01/04/2011 5.651

Bullers Wood School 01/05/2011 5.116 Hayes Primary School 01/07/2011 1.976

Warren Road Primary School 01/07/2011 2.536 Balgowan Primary School 01/08/2011 1.920

Biggin Hill Primary School 01/08/2011 1.297 Darrick Wood Infant School 01/08/2011 0.885

Green Street Green Primary School 01/08/2011 1.592 Langley Park School for Girls 01/08/2011 5.618

Pickhurst Infant School 01/08/2011 1.162 Pickhurst Junior School 01/08/2011 1.393

Stewart Fleming Primary School 01/08/2011 1.217 Valley Primary School 01/08/2011 1.511

Cator Park School 01/09/2011 4.534 Crofton Junior School 01/12/2011 2.101

Tubbenden Primary School 01/03/2012 2.098 St James' Roman Catholic Primary School 01/04/2012 0.675

The Priory School 01/05/2012 4.977

2012-13 cash amount to remove for recoupment academies that opened between 2008-09 to 2011-12 or that will be opening in

2012-13 (£m)

98.703

4

APPENDIX 3

USE OF DEDICATED SCHOOLS GRANT 2012/13

First

Estimate Revised Estimate

Final Budgets

£'000 £'000 £'000

Estimated DSG figure ( to be confirmed) 219,469 220,463 220,809

Estimated future LACSEG Adjustment -250 -500 -500 Available DSG 219,219 219,963 220,309

Central Schools Budget 35,064 35,064 39,132 Delegated Budgets Primary 69,387 71,000 67,851 MFG 120 Secondary 8,174 8,331 2,774 Special 9,939 10,210 10,134 87,500 89,661 80,759 Academy Recoupment SBS Primary 17,860 17,046 20,773 MFG 180 SBS Secondary 73,858 71,310 76,458 91,718 88,536 97,231 LACSEG Primary 335 331 450 LACSEG Secondary 459 884 1,029 1,479 794 1,215 Contingency 1,000 1,937 1,708 Behaviour service - income target -400 -400 FLAG - removal -400 -400 Other staff costs - reduction -300 -300

Allocated DSG 214,976 215,313 220,309

Unallocated DSG 4,243 4,650 0

Items for Consideration for unallocated DSG Floor area costs - CFC 50 100 Funding for bulge classes 150 0 SEN 2,200 2,200 Increased Carbon Reduction Contributions 150 150 EBD Provision for Primary Girls 290 290 Home and Hospital Education 100 100 Add Funding for Early Years 470 470 Special School Meal Contract 40 40 invest to save 0 800 EY Deprivation support 390 PRU 110 Balance 367 0

3,817 4,650 0

1

Report No. ED12043


PART ONE - PUBLIC



TITLE: CHILDREN AND YOUNG PEOPLE OUTTURN REPORT 2011/12

Contact Officer: David Bradshaw, Head of Education and Care Services Finance Tel: 020 8313 4807 E-mail: [email protected]

Chief Officer: Tessa Moore, Assistant Director of Education

Ward: Boroughwide

1. REASON FOR REPORT AND SUMMARY OF BUDGET POSITION

1.1 This report provides the provisional final outturn position for 2011/12.

2. RECOMMENDATIONS

2.1 The Schools’ Forum is asked to note the report for information.

3. COMMENTARY

3.1 This report went to the Education Budget Sub Committee on the 31st of July 2012 outlining the outturn position for the 2011/12 financial year.

3.2 The Schools’ Forum are asked to note the report, particularly in the areas of the Schools Block.

3.3 The Dedicated Schools Grant (DSG) underspent in the financial year 2011/12 by £1,698k. This will be carried forward into the 2012/13 financial year.


4.1 A detailed breakdown of the projected outturn by service area is shown in Appendix 1 and Appendix 2.

Non-Applicable Sections: Policy Implications Legal Implications Personnel Implications


2011/12 Budget Monitoring files in ECS Finance Section

Agenda Item 7

2

Report No. ED12017


PART ONE - PUBLIC

Decision Maker: Education Budget Sub-Committee

Date: 31 July 2012

Decision Type: Non-Urgent Executive Non-Key

TITLE: CHILDREN AND YOUNG PEOPLE OUTTURN REPORT 2011/12



Ward: Boroughwide


1.1 This report provides the provisional final outturn position for 2011/12.

2. RECOMMENDATIONS

2.1 The Education PDS Budget Sub-committee are invited to:

(i) note that there was an underspend of £751,000 on controllable expenditure at the end of 2011/12 and consider any issues arising out of it;

(ii) note the net carry forwards totalling £120,000 agreed by the Executive as detailed in Appendix 5;

(iii) refer the report to the Portfolio Holder for approval.

3

Corporate Policy

1. Policy Status: Not Applicable:

2. BBB Priority: Children and Young People: ________________________________________________________________________________

Financial

1. Cost of proposal: Not Applicable:

2. Ongoing costs: Not Applicable:

3. Budget head/performance centre: CYP Portfolio budgets

4. Total current budget for this head: £74,213k

5. Source of funding: RSG, Council Tax, DSG, other grants ________________________________________________________________________________

Staff

1. Number of staff (current and additional): 5,162 Full Time Equivalent, of which 4,425 are based in schools, and 737 are based in the CYP department.

2. If from existing staff resources, number of staff hours: N/A ________________________________________________________________________________

Legal

1. Legal Requirement: Statutory Requirement:

2. Call-in: Applicable ________________________________________________________________________________

Customer Impact

1. Estimated number of users/beneficiaries (current and projected): N/A ________________________________________________________________________________

Ward Councillor Views

1. Have Ward Councillors been asked for comments? Not Applicable

2. Summary of Ward Councillors comments:

4

3. COMMENTARY

3.1 This report provides an update of the final budget position for the Children and Young People (CYP) Portfolio PDS committee, which is broken down in detail in Appendix 1 and Appendix 2.

3.2 The final outturn for the ‘controllable’ element of the CYP budget in 2011/12 is an underspend of £751k against a budget of £31,549k, representing a 2.4% variation. This compares to the last reported figure of £298k underspent which was based on activity at the end of January 2012. After allowing for the net £120,000 carry forward request agreed by the executive on the 20 June, the final outturn position will be £631k.

3.3 Costs attributable to individual services have been classified as “controllable” and “non-controllable” in Appendix 1. Budget holders have full responsibility for those budgets classified as “controllable” as any variations relate to those factors over which the budget holder has influence and control. “Non-controllable” budgets are those which are managed outside of individual budget holder’s service and, as such, cannot be directly influenced by the budget holder in the shorter term. These include for example cross departmental recharges and capital financing costs. This ensures clear accountability by identifying variations within the service that controls financial performance. Members should specifically refer to the “controllable” budget variations relating to portfolios in considering financial performance.

3.4 Appendix 3 provides a breakdown of any full year implications arising from the final 2011/12 outturn and Appendix 4 provides a detailed reconciliation of the original 2011/12 budget to the latest approved 2011/12 budget

3.5 On the 20th June the Executive approved a number of carry forward requests where cost pressures will follow through into 2012/13. Appendix 5 provides a detailed breakdown of all of the carry forward requests.

3.6 The main variations between the last reported montioring in March and the outturn are:- Non Schools Block 1) Increased pressures in Social Care with regard to placements 2) Additional savings across the Department in running costs and vacancies Schools Block 1) Lower than anticipated costs in Special Education Needs placements 2) Increased volumes and cost in behaviour services 3) Carry forward into 2012/13 of unspent Dedicated schools Grant contingency

4. POLICY IMPLICATIONS

4.1 “Building a Better Bromley” refers to the Council’s intention to remain among the lowest Council Tax levels in Outer London through greater focus on priorities.

4.2 The Resources Portfolio Plan has the target that each department will spend within its budget.

4.3 “Updates on Financial Strategy 2012/13 to 2015/16” will be reported to the Executive highlighting the pressures facing the Council.

4.4 Chief Officers and Heads of Finance stress the need for strict budget monitoring to minimise the risk of compounding pressures in future years. It is key to performance management.

5


5.1 A detailed breakdown of the projected outturn by service area is shown in Appendix 1 and Appendix 2.

Non-Applicable Sections: Legal Implications Personnel Implications


2011/12 Budget Monitoring files in ECS Finance Section

Appendix 1

Children and Young People Portfolio Budget Monitoring Summary

2011/12 Outturn

2010/11 Division 2011/12 2011/12 2011/12 Variation Notes Variation Full Year

Actuals Service Areas Original Latest Outturn Last Effect

Budget Approved Reported

£'000 £'000 £'000 £'000 £'000 £'000 £'000

Education Division

1,189 Access 2,283 2,283 1,904 -379 1 -305 0

5,448 SEN and Inclusion 7,602 7,602 7,929 327 2 631 0

479 Commissioning and Business Services 1,840 1,810 754 -1,056 3 -810 0

1,258 School Improvement Services 1,574 1,574 1,497 -77 4 -252 0

8,374 13,299 13,269 12,084 -1,185 -736 0

N/A Early Intervention Grant -10,999 -10,999 -11,001 -2 0

Safeguarding and Social Care

9,996 Care and Resources 12,503 12,465 14,174 1,709 5i 1,557 50

2,038 Safeguarding and Quality Assurance 2,091 2,169 2,304 135 5i -107 0

5,097 Safeguarding and Care Planning 2,996 2,937 2,841 -96 5i 0 0

3,789 Referral and Assessment 7,312 7,322 6,073 -1,249 5i & ii -884 0

4,146 Bromley Youth Support Programme 3,324 3,313 3,232 -81 5iii -64 0

25,066 28,226 28,206 28,624 418 502 50

Strategy and Performance

665 Research and Statistics 580 566 584 18 -55 0

450 Strategic Planning and Commissioning 425 507 507 0 -9 0

1,115 1,005 1,073 1,091 18 6 -64 0

34,555 TOTAL CONTROLLABLE BUDGETS 31,531 31,549 30,798 -751 -298 50

40,835 TOTAL NON CONTROLLABLE 10,375 36,432 36,432 0 -139 0

7,334 TOTAL EXCLUDED RECHARGES 6,172 6,232 6,232 0 0

82,724 48,078 74,213 73,462 -751 -437 50

0 TOTAL SCHOOLS BUDGET 0 0 0 0 7 0 0

82,724 PORTFOLIO TOTAL 48,078 74,213 73,462 (751) (437) 50

TOTAL NON-SCHOOLS BUDGET

Appendix 1A

2010/11 2011/12 2011/12 2011/12 Notes Variation Full Year

Actuals Original Latest Final in Last Effect

Budget Approved Outturn Variation App3 Reported

£'000 £'000 £'000 £'000 £'000 £'000 £'000

12,063 Access 12,995 13,066 13,605 539 88 0

15,530 SEN and Inclusion 16,667 19,762 19,743 -19 408 0

412 Commissioning and Business Services 473 483 185 -298 -300 0

904 School Improvement Services 907 907 783 -124 -118 0

166,816 Schools Related Budgets 176,921 106,702 105,626 -1,076 -594 0

-195,830 Dedicated Schools Grant & Pupil Premium -208,024 -140,981 -140,003 978 516 0

43 Research and Statistics 0 0 0 0 0 0

62 Strategic Planning and Commissioning 61 61 61 0 0 0

0 0 0 0 0 0 0

2010/11 2011/12 2011/12 2011/12 Variation Full Year

Actuals Original Latest Final Last Effect

Budget Approved Outturn Variation Reported

£'000 £'000 £'000 £'000 £'000 £'000 £'000

Education Division

1,189 Access 2,283 2,283 1,978 -379 1 -305 0

5,448 SEN and Inclusion 7,602 7,602 8,233 327 2 631 0

479 Commissioning and Business Services 1,840 1,810 1,000 -1056 3 -810 0

1,258 School Improvement Services 1,574 1,574 1,322 -77 4 -252 0

8,374 13,299 13,269 12,533 -1,185 -736 0



9,996 Care and Resources 12,503 12,465 14,022 1709 5i 1,557 0

2,038 Safeguarding and Quality Assurance 2,091 2,169 2,062 135 5i -107 0

5,097 Safeguarding and Care Planning 2,996 2,937 2,937 -96 5i 0 0

3,789 Referral and Assessment 7,312 7,322 6,438 -1249 5i & 5ii -884 0

4,146 Bromley Youth Support Programme 3,324 3,313 3,249 -81 5iii -64 0

25,066 28,226 28,206 28,708 418 502 0




1,115 1,005 1,073 1,091 18 6 -64 0

34,555 TOTAL CONTROLLABLE BUDGETS 31,531 31,549 31,331 -751 -298 0

40,835 TOTAL NON CONTROLLABLE 10,375 36,431 36,431 -139

7,334 TOTAL EXCLUDED RECHARGES 6,172 6,232 6,232

82,724 48,078 74,212 73,994 -751 -437 0TOTAL NON-SCHOOLS BUDGET

TABLE 1: SCHOOLS' BUDGET PART OF

EACH SERVICE

TABLE 2: NON-SCHOOLS AND SOCIAL

CARE PARTS OF EACH SERVICE

MET FROM COUNCIL BUDGET

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82,724 48,078 74,212 73,994 -751 -437 0

Actuals Original Latest Final Last Full Year

Budget Approved Outturn Variation Reported Effect

£'000 £'000 £'000 £'000 £'000 £'000 £'000

Education Division

13,252 Access 15,278 15,349 15,509 160 -217 0

21,022 SEN and Inclusion 24,269 27,364 27,672 308 1,039 0

891 Commissioning and Business Services 2,313 2,293 939 -1,354 -1,110 0

2,162 School Improvement Services 2,481 2,481 2,280 -201 -370 0

166,816 Schools Related Budgets 176,921 106,702 105,626 -1,076 -594 0

-195,830 Dedicated Schools Grant & Pupil Premium -208,024 -140,981 -140,003 978 516 0


8,313 2,239 2,209 1,022 -1,187 -736 0


9,996 Care and Resources 12,934 12,465 14,174 1,709 1,557

2,038 Safeguarding and Quality Assurance 2,091 2,169 2,304 135 -107 0

5,097 Safeguarding and Care Planning 2,565 2,937 2,841 -96 0 0

3,789 Referral and Assessment 7,312 7,322 6,073 -1,249 -884 0

4,146 Bromley Youth Support Programme 3,324 3,313 3,232 -81 -64 0

25,066 28,226 28,206 28,624 418 502 0




1,176 1,066 1,134 1,152 18 -64 0

34,555 31,531 31,549 30,798 -751 -298 0

40,835 TOTAL NON CONTROLLABLE 10,375 36,431 36,431 0 -139 0

7,334 TOTAL EXCLUDED RECHARGES 6,172 6,232 6,232 0 0 0

82,724 PORTFOLIO TOTAL 48,078 74,212 73,461 -751 -437 0

TOTAL CONTROLLABLE FOR CYP

TABLE 3:

TOTAL FOR EACH SERVICE

TOTAL NON-SCHOOLS BUDGET

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Appendix 1A

1. Access - Cr £379k

£'0001. Education Welfare Service

12

ii. Additional income from sold services and savings in supplies and services more than offsets the above -40-28

2. Pupil uniforms and transport awardsSavings from restrictions in awards -89

2. Early Years The savings achieved by holding posts vacant was greater than the January projections. -273

Other net variations 11

-379

2. SEN and Inclusion - Dr £327k

£'000SEN Transport Contracts, Non-Schools' Budget component

10

Children With Disabilities - Dr £398k

398Education Psychologists and SEN team staffing & other costs (net) -120Consultancy costs for ASD reprovision project and tribunal representation re placements 39

327

3. Education Commissioning & Business Services - Cr £1,056k

Commissioned Services £'000

-806

Business Partnerships

-250-1,056

4. School Improvement Services - Cr £77k £'000

Savings from consolidating former Sure Start Grant funded services -200

200Vacancy savings, Children in Care Education Service -68Other net variations -9

-77

Net effect of savings from consolidating former Sure Start Grant funded services into Commissioned Services, restrictions on spending and shortfall of income from sold services

This underspend was £236k greater than forecast in January and represents the early achievement of savings built into the 2012/13 budget.

It was agreed that a contribution of £200k be made to an earmarked reserve for Bromley Welcare

The overspend was the result of pupil placements in both the Schools' Budget and the non-Schools' Budget and rigorous management action was taken to contain and reduce costs. The overspend was more than £80k less than forecast in January, reflecting some success in reducing costs by the on-going review of all the high cost residential placements.

During the year a general moratorium was introduced on all non-essential running costs and vacancies frozen, other than for essential posts, with costs minimized for cover for vacant posts. The success of the savings arising from these actions was greater than anticipated in January and the overspend was reduced by £300k.

The service is in transition to converting to a sold services basis and it has been successful in generating additional income from sales to schools. It has also generated income from external contracts and agreements. This additional income applies in the current year only, the 2012/13 budget has been set on the basis of the future shape of the service.

REASONS FOR VARIATIONS

i. The budget was reduced on the assumption that a full year of savings would be yielded from managing the Education Welfare Officers and Behaviour Support Services together. This was only achieved part way through 2011/12,

Pupil volumes have risen and the service was been given a challenging savings target on the basis of expected savings from the re-tendering of contracts. At the end of the year the budget was overspent by £10k, which was £56k less than anticipated

During the year there were several additional high cost placements for looked after children and at the end of the year there was an overspend of £398k.

5. Safeguarding and Social Care Division - Dr 418k

5 i Children's Social Care Dr £1,775k £'000 £'000

• Review children in high cost residential and independent fostering. • Further strengthened gate keeping. All placements were agreed and approved

at CSC Placement Panel and by the Assistant Director for Social Care.• Implementation of an Adolescent and Parenting Support Team to focus on

preventing teenagers coming in to care.• Joint work with the Housing Department to divert potential 16 plus homeless

youngsters away from the care system to supported lodgings through Housing Division.• A review of fostering provision and costs. A work programme is currently

under way to increase the number of LBB foster placements and reduce dependency on Independent Foster Agencies as well as develop packages of support to carers toenable more challenging children to be cared for within foster homes.

• Introduction of rolling interview panels, a Children's Social Care micro-site on the Bromley website, and a two day short listing and invitation to interview turn around time for social work applications to support the recruitment and retention package.

• Tightly controlled purchasing of placements though negotiation, clear specifications, avoiding ‘extras’, achieving least expensive options where possible.

Care and Resources - £1,709kChildren's' Placements 1,426UASC and UASC Leaving Care Grants - loss of income 161Housing Benefit for Care Leavers: under recovery of rent for over 18's 202Freezing of Saxon Centre Supplies & Services Budgets -24Freezing of posts within Fostering Service and other savings -56

1,709

Safeguarding and Quality Assurance - £135k Funding the Recruitment & Retention package 240Savings on the Training budget -25Savings in staff advertising -27Contribution will be made from the Child Death Overview Process budget to support QA -14Additional income from the Children's Workforce Development Council -39

135

Safeguarding and Care Planning - Cr £96k -20

Salaries overspend 12-88

-96

Referral and Assessment - £27k

153Underspend on S17 budgets -35Vacant post in the Teenage and Parent Support Service Team -27Saving in salaries from the new Triage Team -24Underspending in CAMHS grant -40

271,775

The main reasons for the variations is an overspend on the Placement Budgets, loss of income relating to Unaccompanied Asylum Seeking Grants particularly for Care Leavers which results in the Council having to meet the full cost of their care. Other costs relate to the continued pressure on all Leaving Care budgets. Some savings were achieved in year to off-set some of the higher costs.

The main reason for the variation is that a number of underspends were identified during the year to offset overspends with Children's Social Care. These savings were offset by the costs of the Recruitment and Retention package.

The main reasons for the variation is the charging of Summer Playschemes and other Children in Need provisions to the CYP Early Years service in the Education Division, other in year savings were also identified.

Savings on Section 17 budgets to off-set the costs of the NRPF clients.

Early years provision met elsewhere in CYP

The main pressure on the Children's Social Care budget is the cost of children being placed in care. The following management action continued during the year to control the impact of the placements which can often be at high cost and can relate to children not previously known to Social Care.

Clients with No Recourse to Public Funds rose steadily during 2011-12. The costs are to accommodate and provide for families who cannot work, due to their legal status and do not receive benefits.

5 ii Bromley Children Project within Referral and Assessment Service - Cr 1,276k.

Savings in business rates against last years' accrual, charges were lower than expected -124Savings are being made by holding posts vacant. -91Central BCFP expenditure and income -95Savings in the commissioning budget -711Blenheim & Hawes Down Hub -111Common Assessment Framework -36Parent Partnership -4Community Vision Hub -104 -1,276

5 iii. Bromley Youth Support Programme - Cr £81k

-397400

-84 -81

418

6. Strategy & Performance Division - £18k Additional income from services sold to schools -48Additional IT maintenance costs (£69k higher than forecast in January) 86Posts being held vacant -25Other net variations 5

18

7. THE SCHOOLS’ BUDGET No impact on General Fund

Waiver of Financial Regulations

The Council’s Contract Procedure Rules state that where the value of a contract exceeds £50k and is to be exempted from the normal requirement to obtain competitive quotations, the Chief Officer has to obtain the agreement of the Director of Legal, Democratic and Customer Services and the Director of Resources and (where over £100,000) of the Portfolio holder, and report use of this exemption to Audit sub-committee bi-annually.

Since the last report to the Executive there have been waivers for three contracts exceeding £50,000 but less than £100,000, and three contracts exceeding £100,000.

Expenditure on schools is funded by Dedicated Schools Grant (DSG) provided by the Department for Education. DSG is ring-fenced and can only be applied to meet expenditure properly included in the Schools' Budget.

The final DSG settlement was confirmed at £89k lower than anticipated, due to reduced pupil numbers and a deficit of £427k was brought forward from 2010/11. In spite of this an underspend has been carried forward into the 2012/13 Schools Budget which will be used to fund future education services.

Youth - Savings from delayed appointments to vacant posts, running costs, and additional income.Provision for costs arising from the remodelling of targeted youth support service.Youth Offending Team - Savings were made on a mix of areas including grant income, salaries and running expenses.

Following a decision made by Members in September, twelve of the eighteen Children's Centres were closed during the financial year. The savings achieved were £325k greater than anticipated in January, representing the early achievement of savings built into the 2012/13 budget.

A carry forward request of £120k is being requested from this underspend to allow for any residual costs in 2012/13 relating to the centres that were closed.

The savings can be analysed as follows;

Appendix 2The Non-Schools' Budget £’000 £’000

Outturn January

Variance Variance

Increasing numbers and complexity of LAC requiring residential

or fostering support including provision for likely increase to the

year end.

1,426 1,245

Leaving Care Grant - potential loss of income 161 160

Care Leavers - additional Southwark judgement cases 100 100

SEN Transport overspending due to contract savings target not

yet fully achieved

10 66

Disabled children – 4 additional placements for Looked After

Children and provision for likely increase to the year end, offset

in part by reductions negotiated by management

398 482

Children's Centres saving in business rates -124 -125

Savings from delayed appointments to vacant posts and running

costs

-2,722 -2,226

Total projected net controllable underspending -751 -298

The Schools' Budget£’000 £’000

Outturn January

Variance Variance

Previous years’ overspend due mainly to withdrawal by

government of Standards Fund in March

427 427

Sub Total: 2010/11 deficit brought forward into 2011/12 427 427

Final DSG was lower than anticipated in the budget 89 89

Forecast overspending on SEN placements -93 369

Behaviour Support overspending due to pupil volume increase 376 193

Behaviour Support additional income from sales to Academies -324 -330

Private Nursery payments in excess of budget due to volume

pressures

278 200

Flexible Learning to be ended after the Summer Term -298 -300

School Improvement Services supplies and services savings and

additional grant offset by redeployment costs and additional

supplements

-117 -118

Jury and maternity cover reimbursement to schools reduced due

to academy conversion

-300 -300

Unspent contingencies held for specific school and centrally

retained projects to be carried forward into 2012/13

-1,758 0

Other variations (net overspending) 22 97

Final underspending net of 2010/11 deficit -1,698 327

The Non-Schools' Budget £’000 £’000

Outturn January

Variance Variance

Increasing numbers and complexity of LAC requiring residential

or fostering support including provision for likely increase to the

year end.

1,426 1,245

Leaving Care Grant - potential loss of income 161 160

Care Leavers - additional Southwark judgement cases 100 100

SEN Transport overspending due to contract savings target not

yet fully achieved

10 66

Disabled children – 4 additional placements for Looked After

Children and provision for likely increase to the year end, offset

in part by reductions negotiated by management

398 482

Children's Centres saving in business rates -124 -125

Savings from delayed appointments to vacant posts and running

costs

-2,722 -2,226

Total projected net controllable underspending -751 -298

The Schools' Budget£’000 £’000

Outturn January

Variance Variance

Previous years’ overspend due mainly to withdrawal by

government of Standards Fund in March

427 427

Sub Total: 2010/11 deficit brought forward into 2011/12 427 427

Final DSG was lower than anticipated in the budget 89 89

Forecast overspending on SEN placements -93 369

Behaviour Support overspending due to pupil volume increase 376 193

Behaviour Support additional income from sales to Academies -324 -330

Private Nursery payments in excess of budget due to volume

pressures

278 200

Flexible Learning to be ended after the Summer Term -298 -300

School Improvement Services supplies and services savings and

additional grant offset by redeployment costs and additional

supplements

-117 -118

Jury and maternity cover reimbursement to schools reduced due

to academy conversion

-300 -300

Unspent contingencies held for specific school and centrally

retained projects to be carried forward into 2012/13

-1,758 0

Other variations (net overspending) 22 97

Final underspending net of 2010/11 deficit -1,698 327

APPENDIX 3

IMPACT ON FUTURE YEARS' BUDGETS OF CURRENT VARIANCES IN THE

COUNCIL TAX FUNDED BUDGETS

2011/12 Variation To

Latest 2011/12

Approved Budget

Budget £’000

£’000

Children's Placement Projections 9,535 1426k overspent Total full year effect projection £650k

Less sums already included in financial forecast £600k

Net full year effect projection £50k. Management action will

continue to reduce costs in 2012/13 and any overspending will be

contained within the total departmental budget.

SEN Children's Disability Team Placements 1,559 398K overspent Total full year effect projection £645K

Less sums already included in financial forecast £605k

Net full year projection £40K Management

action to eliminate projected overspend -£40k

Impact on 2012/13Description

Appendix 4

BUDGET VARIATIONS - ALLOCATIONS FOR 2011/12 Table 1: Table 2: Table 3:

Schools

Budget

Non-Schools

Children's

Social Care

Budget

Total for

Children and

Young People

Department

£'000 £'000 £'000 2011/12 Original Budget - 48,078 48,078

General

Revenue contribution to capital and property adjustments 310Cr 310Cr Transfer of 2.0ftes from CYP ( Safeguarding & Social Care) to Resources (Corp Svces) 19Cr 19Cr Government Grants Deferred - removal of 2011/12 budget allocation 18,910 18,910 Total General 0 18,581 18,581 Grants included within Central Contingency Sum

Agreed by Executive on 25th May 2011

DFE Music grant (1 year only) - Bromley Youth Music Trust expenditure 362 362 - DFE grant income 362Cr 362Cr

Agreed by Executive on 20th July 2011

Lottery Funding - income 10Cr 10Cr Lottery Funding - expenditure 10 10

Agreed by Executive 19th October 2011Social Work Improvement Fund and Munro Fund - grant related expenditure 190 190 - grant related income 190Cr 190Cr

Total Grants 0 0 0

Corporate contribution to CYP for temporary secondment arrangement 48 48 0

Transfer of resources to fund 0.5fte of crime analyst post 2011/12 11Cr 11Cr Recharge re. Transfer of Resources to fund 0.5fte crime analyst post 2011/12 11 11

Variation on Capital Charges etc 0 Capital Charges 602 602 Deferred Charges (REFCUS) 3,180 3,180 Impairment 1,710 1,710 Insurance 12 12 Rent Income 5Cr 5Cr Repairs & Maintenance 211Cr 211Cr IAS19 (FRS17) 2,168 2,168 Excluded Recharges 50 50

0 0 7,506 7,506

0 26,135 26,135

Final Budget 2011/12 0 74,213 74,213

Appendix 5

CYP CARRY FORWARD REQUESTS 2011/12

General £

Bromley Children & Families Project 120,000 Twelve Children's centres closed during 2011/12, resulting is a large

underspend in this service at the end of the year. However a carry

forward request is being made in order to allow for any residual costs

in 2012/13 relating to the vacated premises.

Grant Carry Forward Requests

Grants with "Restrictions" but no "Conditions"

Step Up to Social Work 51,312 In December 2011 the Executive approved the release of the Step up

to Social Care funding into the CYP Budget, to run the Step Up to

Social Work Programme in partnership with the London Boroughs of

Bexley and Lewisham. The programme is designed to attract high

calibre professionals into children's social work.

As lead Authority Bromley is responsible for accessing and

administering the funding on behalf of the South East London Regional

Partnership and will receive £698k over a two year period for 12-14

candidates. Funding of £233k was received for 2011/12 and at the end

of March £182k had been spent. A budget carry forward is required to

continue the programme during 2012/13.

Troubled Families - Preparation Funding 16,837 Funding of £20k was received from the DCLG in February for the

Tackling Troubled Families government initiative. The grant was to

enable authorities to make preparations to enable the programme to be

delivered and further amounts will be allocated over the next 3 years to

implement the full programme.

£3k was committed before the end of March to engage a consultant to

write the business case. The balance of the grant will be spent in

2012/13 to meet the continuing development and setting up costs

including further consultant work and officer time.

Grant income carried forward -68,149

NET TOTAL OF CARRY FORWARD REQUESTS 120,000

1

Report No. ED12044


PART ONE - PUBLIC



TITLE: FINANCIAL MODELLING FOR THE 2013/14 FUNDING REVIEW

Contact Officer: Amanda Russell, Head of Schools Finance Team Tel: 020 8313 4806 E-mail: [email protected]


Ward: Boroughwide


1.1 This report provides information financial modelling for the new funding formula as part of the 2013/14 Funding Review

________________________________________________________________________________


2.1 The Schools Forum is asked to consider the various funding options and to agree which models should be released to schools as the next part of the formal consultation period.

3. COMMENTARY

3.1 At the end of July the Schools Forum considered a report which outlined the feedback from schools on the basic principles underlying the new funding formula as required by the DfE for introduction in 2013/14. As part of the first steps of the process the initial consultation considered various options regarding the funding allocations.

3.2 Some of the basic principles that were agreed as part of the consultation were as follows

(i) One rate to be used for Key Stage 3 and 4 funding

(ii) Deprivation funding to be allocated using Ever 6 Free School Meal Entitlement

(iii) EAL funding to be allocated to pupils in the English school system for less than 3 years

(iv) Lump sum for all schools to be modelled between £100k and £150k.

Agenda Item 8

2

3.3 In addition to this, following the initial consultation the DfE have released further information stating that Local Authorities may use 73 points at Foundation Stage Profile as a measure of attainment for Low Cost/ High Incidence SEN as an alternative to the 78 which was in the first draft. Information provided by the Early Years team to provide some clarification around these measures and is as follows:

(i) 78+ Points – a child who has attained 78+ points may be considered age related and have reached a good level of development. This is currently the national benchmark.

(ii) 73+ Points – a child attaining 73 points or less is likely to be working just below age related expectations and is more likely to have been identified as having a special educational need and/or disability.

3.4 Given that this is to be used as a proxy indicator of low cost/high incidence SEN, this would appear to suggest that 73 points may be a better indicator to use. However, given that the equivalent indicator for secondary schools is pupils achieving level 3 or below at Key Stage 2 including English and Maths, these pupils could be considered to be more in line with those achieving 78 points at FSP and therefore that measure may give a more consistent level of funding across the two sectors.

3.5 On this basis, seven funding models have now been produced for mainstream schools and academies. The modelling has been done using the prescribed number and type of factors as laid down by the DfE but with variations within the factors based on the findings form the first stage of consultation. The modelling is focussed around three proposed lump sums - £125 k, £150k and £180k and schools will be aware that this lump sum is variable, can be up to £200k but the same amount must be paid to all schools. For each version of the financial modelling, the current overall levels of funding for Primary, Secondary and Special Schools have been maintained to ensure that no particular sector is more adversely affected by these changes.

3.6 The different models are as follows:

(i) Version 1 Lump Sum = £125,000 AWPU Funding Primary = £2,485 Secondary = £3,982 Attainment based on 78 points Foundation Stage Profile Deprivation/Attainment / EAL funding allocated based on current total funding allocations Deprivation Primary = £1,237 Secondary = £1,318 Attainment Primary = £1,450 Secondary = £3,567 EAL Primary = £379 Secondary = £ 2,158

(ii) Version 2 Lump Sum = £125,000 AWPU Funding Primary = £2,485 Secondary = £3,982 Attainment based on 73 points Foundation Stage Profile Deprivation/Attainment / EAL funding allocated based on current total funding allocations Deprivation Primary = £1,237 Secondary = £1,318 Attainment Primary = £2,042 Secondary = £3,567 EAL Primary = £379 Secondary = £ 2,158

3

(iii) Version 3 Lump Sum = £125,000 AWPU Funding Primary = £2,139 Secondary = £4,046 Attainment based on 78 points Foundation Stage Profile Deprivation = £2,500 per pupil Attainment = £1,500 per pupil EAL = £1,000 per pupil

(iv) Version 4 Lump Sum = £125,000 AWPU Funding Primary = £2,314 Secondary = £3,982 Attainment based on 73 points Foundation Stage Profile Deprivation = £2,500 per pupil Attainment = £1,500 per pupil EAL = £1,000 per pupil

(v) Version 5 Lump Sum = £150,000 AWPU Funding Primary = £2,407 Secondary = £3,957 Attainment based on 78 points Foundation Stage Profile Deprivation/Attainment / EAL funding allocated based on current total funding allocations Deprivation Primary = £1,237 Secondary = £1,318 Attainment Primary = £1,450 Secondary = £3,567 EAL Primary = £379 Secondary = £ 2,158

(vi) Version 6 Lump Sum = £150,000 AWPU Funding Primary = £2,407 Secondary = £3,957 Attainment based on 73 points Foundation Stage Profile Deprivation/Attainment / EAL funding allocated based on current total funding allocations Deprivation Primary = £1,237 Secondary = £1,318 Attainment Primary = £2,042 Secondary = £3,567 EAL Primary = £379 Secondary = £ 2,158

(vii) Version 7 Lump Sum = £150,000 AWPU Funding Primary = £xx Secondary = £xx Attainment based on 78 points Foundation Stage Profile Deprivation = £2,500 per pupil Attainment = £1,500 per pupil EAL = £1,000 per pupil

(viii) Version 8 Lump Sum = £150,000 AWPU Funding Primary = £xx Secondary = £xx Attainment based on 78 points Foundation Stage Profile Deprivation = £2,500 per pupil Attainment = £1,500 per pupil EAL = £1,000 per pupil

4

(ix) Version 9 Lump Sum = £180,000 AWPU Funding Primary = £xx Secondary = £xx Attainment based on 78 points Foundation Stage Profile Deprivation/Attainment / EAL funding allocated based on current total funding allocations Deprivation Primary = £1,237 Secondary = £1,318 Attainment Primary = £xx Secondary = £3,567 EAL Primary = £379 Secondary = £ 2,158

(x) Version 10 Lump Sum = £180,000 AWPU Funding Primary = £2,326 Secondary = £3,935 Attainment based on 73 points Foundation Stage Profile Deprivation/Attainment / EAL funding allocated based on current total funding allocations Deprivation Primary = £1,237 Secondary = £1,318 Attainment Primary = £2,042 Secondary = £3,567 EAL Primary = £379 Secondary = £ 2,158

(xi) Version 11 Lump Sum = £180,000 AWPU Funding Primary = £xx Secondary = £xx Attainment based on 78 points Foundation Stage Profile Deprivation = £2,500 per pupil Attainment = £1,500 per pupil EAL = £1,000 per pupil

(xii) Version 12 Lump Sum = £180,000AWPU Funding Primary = £xx Secondary = £xx Attainment based on 73 points Foundation Stage Profile Deprivation = £2,500 per pupil Attainment = £1,500 per pupil EAL = £1,000 per pupil Nb Versions 1 to 6 and version 10 were presented to the Schools Forum Subgroup on 6 September at which time they asked for 5 further models to be produced. Due to prior commitments of the officer involved it was not possible to produce these models in time for the release of this report. This work will be done very early in the week commencing 17 September and the additional models will then be sent out to Schools Forum members.

3.7 It is proposed that the Schools Forum should consider each model and to agree a reduced number of models to be released as part of the next stage of consultation.

3.8 It is inevitable that there will be some winners and losers within each of the models due to the changes in funding, and particularly the impact of the changes to transferred grants, and to the indicators to be used for deprivation and attainment. It is important that schools recognise that these models are produced as illustrative examples only of the impact of the various factors and should not be used as a firm base for 2013/14 funding. The final funding for 2013/14 will be notified to schools after the January pupil count as in previous years.

5

3.9 Schools should also be mindful that there will be some protection from the Minimum Funding Guarantee in 2013/14 at -1.5% per pupil and also in 14/15, and that this will mitigate both the gains and losses for individual schools . The LA is very mindful of the issue that the Schools Forum’s guiding principles are somewhat contradictory in that the new formula should be both fair and transparent, but should also ensure no one school loses too much so as to become no longer financially viable.

3.10 Appendices 1 – 6 and 10 attached show the full financial impact of these models on a school by school basis. The information is presented to show the highest gainers and losers in financial terms. From these appendices the overall impact in terms of gains and losses has been analysed as follows:

(i) Version 1 In the primary sector, the impact of this funding would vary between -12.85% and +15.15%. For Secondary schools, it varies from -8.45% to +9.55%

(ii) Version 2 In the primary sector, the impact of this funding would vary between -11.26% and +13.91%. For Secondary schools, it varies from -8.45% to +9.55%

(iii) Version 3 In the primary sector, the impact of this funding would vary between -14.99% and +23.58%. For Secondary schools, it varies from -7.38% to +9.20%

(iv) Version 4 In the primary sector, the impact of this funding would vary between -12.65% and +21.11%. For Secondary schools, it varies from -7.38% to +9.20%

(v) Version 5 In the primary sector, the impact of this funding would vary between -10.79% and +16.02%. For Secondary schools, it varies from -8.26% to +9.50%

(vi) Version 6 In the primary sector, the impact of this funding would vary between -10.45% and +15.23%. For Secondary schools, it varies from -8.26% to +9.50%

(vii) Version 10 In the primary sector, the impact of this funding would vary between -10.90% and +16.98%. For Secondary schools, it varies from -7.98% to +9.81%

(viii) Versions 7 to 9 and 11 to 12 to follow

3.11 Appendix 13 brings together versions 1 to 6 and 10 to give an overview on a school by school basis, sorted by alphabetical order to show the impact of each version on individual schools.

3.12 Some further analysis has been done to see if there are any patterns of the impact across various groups of schools. Version 1 was sorted by different data sets – Appendix 14 shows the data sorted by planning areas and Appendix 15 shows the data sorted by school size. Whilst there is not significant pattern to the data sorted by planning area, the data sorted by size of school clearly emphasises that for version 1 the biggest “losers” are small and 1 fe schools, but with no significant pattern for the “winners”. There were no significant patterns across the secondary schools.

6

3.13 In order to expand on this, version 6 (lump sum £150k) (Appendix 16) and version 7 (lump sum £180k) (Appendix17) have also been sorted based on size of school. By sorting in this way, it is apparent that increasing the lump sum to £150k significantly reduces the impact on small/1fe primary schools, whilst increasing it to £180k results in some small schools becoming winners and a clear pattern of the larger primary schools becoming losers.

3.14 The final appendix (18) shows details of the potential changes for Special schools and for the Pupil Referral Unit. The new budgets have been modelled on expected number of places, and using place plus approach. Each special school will be funded for the agreed number of places at £10,000 per place, and will then receive top up funding for an agreed amount either from Bromley or from other neighbouring local authorities depending on where the pupils come from. It is expected that lead LA officers will meet with the Special school Head teachers individually to discuss their 2013/14 budgets. Pupil Referral Units will be receiving delegated budgets for the first time in 2013/14 which will be based on place funding of £8,000 per pupil plus top up funding per place for a number of places which has yet to be agreed.

3.15 The Schools’ Forum is asked to consider the various modelling options and to agree a limited number to be released to all schools for consultation. It is envisaged that the consolation will be released as soon as possible after the Schools Forum meeting. As part of the consultation process a meeting has been arranged for Head Teachers on the 27 September to give an overview of the proposed funding changes to give schools a chance to ask questions or to make comments. It is hoped that some members of the SF Working group will also be present at this meeting to explain what their role has been within the overall process.



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Pratts Bottom Primary School 66 £377,989 £4,415.25 £382,404 £333,250 -£49,154 -12.85% £378,825

Leesons Primary School 201 £985,413 £20,764.67 £1,006,178 £894,084 -£112,094 -11.14% £993,727

St John's CE Primary School 299 £1,120,022 £20,731.03 £1,140,753 £1,016,018 -£124,735 -10.93% £1,125,872

Cudham CE Primary School 85 £419,608 £5,448.49 £425,056 £378,757 -£46,299 -10.89% £420,710

Parish C.E. Primary School 456 £1,536,190 £29,309.55 £1,565,500 £1,423,065 -£142,435 -9.10% £1,544,379

Crofton Infant School 538 £1,768,513 £33,777.93 £1,802,291 £1,644,626 -£157,665 -8.75% £1,777,951

Poverest Primary School 192 £851,384 £16,901.97 £868,286 £793,039 -£75,247 -8.67% £857,470

Dorset Road Infant School 67 £374,626 £4,986.86 £379,613 £348,246 -£31,366 -8.26% £376,222

St Paul's Cray CE Primary 195 £929,576 £22,445.80 £952,022 £877,142 -£74,880 -7.87% £939,992

Unicorn Primary School 283 £984,999 £17,830.19 £1,002,829 £925,365 -£77,464 -7.72% £989,970

Blenheim Primary School 180 £824,648 £19,281.97 £843,930 £779,881 -£64,049 -7.59% £833,555

Midfield Primary School 202 £981,921 £22,761.05 £1,004,682 £929,124 -£75,558 -7.52% £992,179

Mead Road Infant School 81 £398,246 £5,786.38 £404,032 £374,521 -£29,511 -7.30% £400,013

Manor Oak Primary School 183 £866,175 £20,699.30 £886,874 £822,862 -£64,012 -7.22% £875,791

Castlecombe Primary School 207 £896,340 £19,694.11 £916,034 £850,295 -£65,739 -7.18% £904,541

Wickham Common Primary School 416 £1,350,458 £22,042.67 £1,372,501 £1,281,668 -£90,832 -6.62% £1,354,578

Chelsfield Primary School 93 £430,538 £6,249.83 £436,788 £408,968 -£27,820 -6.37% £432,264

St George's CE Primary 275 £1,021,739 £21,574.12 £1,043,313 £993,138 -£50,175 -4.81% £1,029,900

Oak Lodge Primary 662 £2,049,550 £38,505.23 £2,088,055 £1,993,715 -£94,340 -4.52% £2,059,882

James Dixon Primary School 303 £1,309,322 £38,126.14 £1,347,448 £1,287,570 -£59,878 -4.44% £1,330,121

Malcolm Primary School 234 £1,039,277 £27,554.76 £1,066,832 £1,019,441 -£47,391 -4.44% £1,053,427

Hayes Primary School 640 £1,951,545 £36,675.91 £1,988,221 £1,902,675 -£85,546 -4.30% £1,961,074

Crofton Junior 704 £2,091,913 £38,085.62 £2,129,999 £2,038,549 -£91,450 -4.29% £2,100,555

St Mary's Catholic Primary 433 £1,322,934 £22,363.79 £1,345,298 £1,288,310 -£56,987 -4.24% £1,327,459

Downe Primary School 75 £379,610 £4,762.62 £384,373 £370,643 -£13,730 -3.57% £380,951

Pickhurst Infants' School 356 £1,137,335 £21,587.71 £1,158,923 £1,120,105 -£38,817 -3.35% £1,143,871

St Joseph's R.C.Primary School 207 £697,744 £11,280.78 £709,025 £688,337 -£20,688 -2.92% £700,537

Balgowan Primary School 640 £1,901,821 £36,224.82 £1,938,046 £1,881,981 -£56,064 -2.89% £1,911,615

Holy Innocents Catholic Primar 214 £736,740 £13,418.23 £750,158 £732,503 -£17,655 -2.35% £741,093

Keston C.E. Primary School 210 £725,100 £12,177.37 £737,277 £721,355 -£15,922 -2.16% £728,338

Farnborough Primary 212 £750,326 £13,267.64 £763,594 £749,366 -£14,228 -1.86% £754,525

St Philomena's Catholic Primary 211 £723,183 £12,975.16 £736,158 £727,032 -£9,126 -1.24% £727,254

Southborough Primary School 409 £1,508,922 £36,093.85 £1,545,016 £1,527,068 -£17,947 -1.16% £1,527,068

Edgebury Primary School 224 £792,273 £14,922.09 £807,195 £798,189 -£9,006 -1.12% £798,189

Raglan Primary School 431 £1,353,365 £27,104.37 £1,380,469 £1,369,976 -£10,493 -0.76% £1,369,976

Worsley Bridge Junior School 162 £712,720 £15,759.64 £728,480 £724,203 -£4,277 -0.59% £724,203

Churchfields Primary School 274 £991,898 £22,092.63 £1,013,991 £1,011,609 -£2,382 -0.23% £1,011,609

Darrick Wood Junior School 371 £1,163,827 £22,054.89 £1,185,882 £1,183,714 -£2,168 -0.18% £1,183,714

Marian Vian Primary School 610 £1,941,957 £41,062.53 £1,983,020 £1,981,046 -£1,973 -0.10% £1,981,046

Oaklands Primary School 409 £1,414,562 £30,158.76 £1,444,721 £1,444,998 £277 0.02% £1,444,998

Warren Road Primary School 842 £2,488,748 £52,233.41 £2,540,981 £2,551,405 £10,424 0.41% £2,551,405

Highfield Infants' School 267 £821,454 £15,341.73 £836,796 £840,286 £3,490 0.42% £840,286

Chislehurst (CofE) Primary 216 £703,245 £11,330.06 £714,575 £717,725 £3,150 0.44% £717,725

Alexandra Infant School 180 £680,136 £15,684.17 £695,820 £701,311 £5,491 0.79% £701,311

Clare House Primary School 212 £729,988 £13,793.41 £743,781 £750,022 £6,241 0.84% £750,022

Biggin Hill Primary 411 £1,291,897 £25,514.03 £1,317,411 £1,336,348 £18,937 1.44% £1,336,007

St. Mary Cray Primary School 141 £656,201 £15,860.22 £672,061 £684,285 £12,224 1.82% £680,277

Scotts Park Primary School 401 £1,287,370 £28,135.38 £1,315,505 £1,346,502 £30,997 2.36% £1,333,805

Perry Hall Primary School 418 £1,367,144 £30,163.76 £1,397,308 £1,434,171 £36,863 2.64% £1,416,723

Red Hill Primary School 634 £2,192,363 £55,516.93 £2,247,880 £2,311,102 £63,222 2.81% £2,280,300

Highfield Junior School 382 £1,121,906 £20,838.45 £1,142,744 £1,175,192 £32,448 2.84% £1,158,572

Royston Primary School 410 £1,664,432 £52,101.35 £1,716,533 £1,772,583 £56,050 3.27% £1,740,897

The Highway Primary School 207 £736,158 £15,173.97 £751,332 £775,918 £24,586 3.27% £760,830

Burnt Ash Primary School 417 £1,615,945 £45,632.65 £1,661,578 £1,716,994 £55,417 3.34% £1,684,966

The Pioneer Academy 353 £1,210,139 £28,243.97 £1,238,383 £1,280,054 £41,672 3.36% £1,255,483

St Mark's C.E. Primary School 425 £1,316,786 £30,473.88 £1,347,260 £1,393,311 £46,051 3.42% £1,366,289

Green Street Green Primary 433 £1,342,832 £28,691.94 £1,371,524 £1,418,593 £47,069 3.43% £1,390,535

Princes Plain Primary School 404 £1,669,028 £52,360.86 £1,721,389 £1,786,491 £65,102 3.78% £1,745,530

Hawes Down Junior School 249 £788,398 £14,741.47 £803,139 £837,504 £34,365 4.28% £813,560

Darrick Wood Infant School 273 £881,170 £20,418.86 £901,589 £949,645 £48,056 5.33% £913,398

Hawes Down Infant School 188 £645,840 £11,442.46 £657,282 £696,688 £39,406 6.00% £665,023

Tubbenden Primary School 611 £1,831,441 £42,228.96 £1,873,670 £1,988,851 £115,181 6.15% £1,900,609

Bickley Primary 333 £1,063,060 £24,576.82 £1,087,637 £1,156,402 £68,765 6.32% £1,102,400

Mottingham Primary School 285 £1,171,908 £35,535.44 £1,207,443 £1,285,441 £77,997 6.46% £1,223,839

Valley Primary School 448 £1,446,685 £41,824.25 £1,488,509 £1,599,562 £111,052 7.46% £1,509,643

Pickhurst Junior School 454 £1,384,570 £30,877.12 £1,415,447 £1,522,990 £107,543 7.60% £1,434,820

Hillside Primary School 341 £1,263,913 £35,958.93 £1,299,872 £1,422,351 £122,479 9.42% £1,318,015

Gray's Farm Primary School 402 £1,438,210 £43,106.85 £1,481,317 £1,624,790 £143,473 9.69% £1,502,044

St James' RC Primary School 214 £669,132 £12,406.60 £681,539 £759,000 £77,462 11.37% £689,480

St.Anthony's R.C Primary 188 £758,382 £24,753.44 £783,135 £874,134 £90,999 11.62% £793,182

Bromley Road Infant School 236 £874,839 £26,421.36 £901,260 £1,010,484 £109,224 12.12% £912,646

St Vincent's Catholic Primary 224 £722,352 £18,302.31 £740,654 £832,827 £92,173 12.44% £750,144

St Peter & St Paul Catholic Primary 218 £773,658 £20,011.33 £793,669 £900,313 £106,644 13.44% £803,368

Alexandra Junior School 228 £805,832 £20,671.37 £826,503 £951,728 £125,225 15.15% £837,113

St Olaves Grammar School 593 £2,774,036 £24,584.48 £2,798,620 £2,562,172 -£236,448 -8.45% £2,759,455

Langley Park School for Girls 1194 £5,593,820 £53,071.64 £5,646,892 £5,185,328 -£461,563 -8.17% £5,565,462

Newstead Wood School 677 £3,081,270 £28,003.48 £3,109,273 £2,885,124 -£224,149 -7.21% £3,065,342

Langley Park School for Boys 1060 £4,808,358 £46,250.82 £4,854,609 £4,668,204 -£186,405 -3.84% £4,784,918

Bullers Wood School 1091 £5,081,169 £55,283.24 £5,136,452 £4,965,175 -£171,277 -3.33% £5,062,277

The Priory School 991 £5,358,630 £62,606.31 £5,421,236 £5,306,144 -£115,093 -2.12% £5,343,549

Ravens Wood School 1111 £4,986,519 £52,097.40 £5,038,616 £4,970,816 -£67,800 -1.35% £4,970,816

Darrick Wood School 1310 £5,849,257 £60,765.60 £5,910,023 £5,855,412 -£54,610 -0.92% £5,855,412

The Ravensbourne School 1099 £5,424,826 £66,214.06 £5,491,040 £5,465,026 -£26,014 -0.47% £5,465,026

Hayes School 1202 £5,350,761 £54,479.95 £5,405,241 £5,398,770 -£6,471 -0.12% £5,398,770

Bishop Justus Church of England School 898 £4,181,379 £47,984.04 £4,229,363 £4,274,972 £45,609 1.08% £4,274,972

Harris Academy Beckenham 632 £3,463,981 £43,740.07 £3,507,721 £3,578,386 £70,665 2.01% £3,560,725

Harris Academy Bromley 895 £4,501,343 £59,336.15 £4,560,679 £4,754,731 £194,052 4.25% £4,630,039

Kemnal Technology College 977 £4,604,937 £54,623.85 £4,659,561 £4,871,539 £211,978 4.55% £4,730,590

Beaverwood School for Girls 1139 £5,031,557 £62,023.74 £5,093,581 £5,367,378 £273,798 5.38% £5,171,394

Charles Darwin 1106 £4,937,729 £57,544.51 £4,995,274 £5,356,922 £361,649 7.24% £5,071,482

Coopers Technology College 1119 £5,045,644 £66,959.15 £5,112,603 £5,601,088 £488,485 9.55% £5,191,161

Total £162,304,687 £2,706,892 £165,011,579 £165,108,631 £164,971,076

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Oak Lodge Primary School 662 £2,049,550 £38,505.23 £2,088,055 £1,988,130 -£99,926 -4.79% £2,059,882

Crofton Junior School 704 £2,091,913 £38,085.62 £2,129,999 £2,029,407 -£100,591 -4.72% £2,100,555








Clare House Primary School 212 £729,988 £13,793.41 £743,781 £722,539 -£21,243 -2.86% £735,036


Oaklands Primary School 409 £1,414,562 £30,158.76 £1,444,721 £1,410,742 -£33,979 -2.35% £1,425,748




Farnborough Primary School 212 £750,326 £13,267.64 £763,594 £749,664 -£13,930 -1.82% £754,525

Warren Road Primary School 842 £2,488,748 £52,233.41 £2,540,981 £2,497,701 -£43,281 -1.70% £2,506,020

Highfield Infants' School 267 £821,454 £15,341.73 £836,796 £824,443 -£12,352 -1.48% £826,412




Biggin Hill Primary 411 £1,291,897 £25,514.03 £1,317,411 £1,307,252 -£10,159 -0.77% £1,307,252

Chislehurst (CofE) Primary 216 £703,245 £11,330.06 £714,575 £712,451 -£2,124 -0.30% £712,451


Holy Innocents Catholic Primar 214 £736,740 £13,418.23 £750,158 £749,783 -£375 -0.05% £749,783



Southborough Primary School 409 £1,508,922 £36,093.85 £1,545,016 £1,561,534 £16,518 1.07% £1,561,534





Churchfields Primary School 274 £991,898 £22,092.63 £1,013,991 £1,034,904 £20,914 2.06% £1,028,434









Bickley Primary 333 £1,063,060 £24,576.82 £1,087,637 £1,144,682 £57,045 5.24% £1,103,323




Bromley Road Infant School 236 £874,839 £26,421.36 £901,260 £970,985 £69,725 7.74% £913,358













Newstaead Wood School 677 £3,081,270 £28,003.48 £3,109,273 £2,885,124 -£224,149 -7.21% £3,065,342







Hayes School 1202 £5,350,761 £54,479.95 £5,405,241 £5,398,770 -£6,471 -0.12% £5,398,770






Charles Darwin School 1106 £4,937,729 £57,544.51 £4,995,274 £5,356,922 £361,649 7.24% £5,076,245


Total £162,304,687 £2,706,892 £165,011,579 £165,108,631 £164,895,996

Primary £84,040,795 £84,041,442 £83,967,984

Secondary £80,970,785 £81,067,189 £80,928,012

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St John's CE Primary School 299 £1,120,022 £20,731.03 £1,140,753 £987,171 -£153,583 -13.46% £1,125,872

























Highfield Junior School 382 £1,121,906 £20,838.45 £1,142,744 £1,098,609 -£44,135 -3.86% £1,127,906

St George's CE Primary 275 £1,021,739 £21,574.12 £1,043,313 £1,005,124 -£38,189 -3.66% £1,029,900









Hawes Down Junior School 249 £788,398 £14,741.47 £803,139 £797,412 -£5,728 -0.71% £797,412




Malcolm Primary School 234 £1,039,277 £27,554.76 £1,066,832 £1,079,420 £12,588 1.18% £1,079,420


Oaklands Primary School 409 £1,414,562 £30,158.76 £1,444,721 £1,471,952 £27,232 1.88% £1,467,488




Worsley Bridge Junior School 162 £712,720 £15,759.64 £728,480 £750,550 £22,070 3.03% £738,582





James Dixon Primary School 303 £1,309,322 £38,126.14 £1,347,448 £1,402,916 £55,468 4.12% £1,368,241






Bickley Primary 333 £1,063,060 £24,576.82 £1,087,637 £1,169,904 £82,267 7.56% £1,104,246












Alexandra Junior School 228 £805,832 £20,671.37 £826,503 £1,009,661 £183,158 22.16% £838,439











Hayes School 1202 £5,350,761 £54,479.95 £5,405,241 £5,402,686 -£2,555 -0.05% £5,402,686






Charles Darwin 1106 £4,937,729 £57,544.51 £4,995,274 £5,320,258 £324,984 6.51% £5,081,008


Total £162,304,687 £2,706,892 £165,011,579 £165,108,628 £165,020,664

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Lump sum = £125k

FSP = 73 points £ £ £ £ £ £

Attain =£2500 EAL = £600 Deprivation £1500











Crofton Junior 704 £2,091,913 £38,085.62 £2,129,999 £1,948,156 -£181,842 -8.54% £2,100,555




























Scotts Park Primary School 401 £1,287,370 £28,135.38 £1,315,505 £1,302,950 -£12,555 -0.95% £1,302,950


Highfield Junior School 382 £1,121,906 £20,838.45 £1,142,744 £1,133,561 -£9,184 -0.80% £1,133,561

Perry Hall Primary School 418 £1,367,144 £30,163.76 £1,397,308 £1,389,065 -£8,243 -0.59% £1,389,065

Worsley Bridge Junior School 162 £712,720 £15,759.64 £728,480 £728,247 -£232 -0.03% £728,247

Manor Oak Primary School 183 £866,175 £20,699.30 £886,874 £888,910 £2,036 0.23% £888,910










Malcolm Primary School 234 £1,039,277 £27,554.76 £1,066,832 £1,106,062 £39,230 3.68% £1,083,811

James Dixon Primary School 303 £1,309,322 £38,126.14 £1,347,448 £1,401,070 £53,622 3.98% £1,369,396



Bickley Primary 333 £1,063,060 £24,576.82 £1,087,637 £1,138,758 £51,121 4.70% £1,105,168

















St Olaves 593 £2,774,036 £24,584.48 £2,798,620 £2,592,217 -£206,403 -7.38% £2,759,455


Newstead Wood 677 £3,081,270 £28,003.48 £3,109,273 £2,921,891 -£187,382 -6.03% £3,065,342







Hayes School 1202 £5,350,761 £54,479.95 £5,405,241 £5,402,686 -£2,555 -0.05% £5,402,686






Charles Darwin 1106 £4,937,729 £57,544.51 £4,995,274 £5,320,258 £324,984 6.51% £5,085,771


Total £162,304,687 £2,706,892 £165,011,579 £165,108,629 £165,009,340

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Oak Lodge Primary School 662 £2,049,550 £38,505.23 £2,088,055 £1,966,942 -£121,114 -5.80% £2,060,257



















Farnborough Primary School 212 £750,326 £13,267.64 £763,594 £757,786 -£5,808 -0.76% £757,786




St Philomena's Catholic Primary 211 £723,183 £12,975.16 £736,158 £735,531 -£628 -0.09% £735,531




Worsley Bridge Junior School 162 £712,720 £15,759.64 £728,480 £736,533 £8,054 1.11% £736,533

Downe Primary School 75 £379,610 £4,762.62 £384,373 £389,777 £5,404 1.41% £388,434



















Bickley Primary 333 £1,063,060 £24,576.82 £1,087,637 £1,155,359 £67,722 6.23% £1,105,591














St olaves Gramar School 593 £2,774,036 £24,584.48 £2,798,620 £2,572,429 -£226,192 -8.08% £2,759,830








Hayes School 1202 £5,350,761 £54,479.95 £5,405,241 £5,393,885 -£11,356 -0.21% £5,393,885








Total £162,304,687 £2,706,892 £165,011,579 £165,108,625 £165,146,317

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Scotts Park Primary School 401 £1,287,370 £28,135.38 £1,315,505 £1,312,405 -£3,100 -0.24% £1,312,405

Perry Hall Primary School 418 £1,367,144 £30,163.76 £1,397,308 £1,394,896 -£2,412 -0.17% £1,394,896



Downe Primary School 75 £379,610 £4,762.62 £384,373 £386,962 £2,589 0.67% £386,962


Holy Innocents Catholic Primar 214 £736,740 £13,418.23 £750,158 £758,047 £7,888 1.05% £758,047











Bickley Primary 333 £1,063,060 £24,576.82 £1,087,637 £1,143,639 £56,002 5.15% £1,102,898







Bromley Road Infant School 236 £874,839 £26,421.36 £901,260 £977,528 £76,268 8.46% £912,933



















Hayes School 1202 £5,350,761 £54,479.95 £5,405,241 £5,393,885 -£11,356 -0.21% £5,393,885








Total £162,304,687 £2,706,892 £165,011,579 £165,108,632 £164,861,419

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Lump sum = £180k

FSP = 73 points


Crofton Infant School 6 fe inf £1,768,513 £33,777.93 £1,802,291 £1,605,830 -£196,461 -10.90% £1,778,776

Parish C.E. Primary School 2 fe pri £1,536,190 £29,309.55 £1,565,500 £1,403,303 -£162,197 -10.36% £1,545,204

St John's CE Primary School 1.5fe pri £1,120,022 £20,731.03 £1,140,753 £1,025,698 -£115,055 -10.09% £1,126,697

Wickham Common Primary School 2 fe pri £1,350,458 £22,042.67 £1,372,501 £1,255,205 -£117,296 -8.55% £1,355,403

Unicorn Primary School 1 fe pri £984,999 £17,830.19 £1,002,829 £924,724 -£78,105 -7.79% £990,795

Crofton Junior School 6 fe jun £2,091,913 £38,085.62 £2,129,999 £1,968,502 -£161,497 -7.58% £2,101,380

Hayes Primary School 3 fe pri £1,951,545 £36,675.91 £1,988,221 £1,837,626 -£150,595 -7.57% £1,961,899

Oak Lodge Primary 3 fe pri £2,049,550 £38,505.23 £2,088,055 £1,934,139 -£153,916 -7.37% £2,060,707

Leesons Primary School 1 fe pri £985,413 £20,764.67 £1,006,178 £932,034 -£74,144 -7.37% £994,552

St Mary's Catholic Primary 2 fe pri £1,322,934 £22,363.79 £1,345,298 £1,247,254 -£98,044 -7.29% £1,328,284

Balgowan Primary School 3 fe pri £1,901,821 £36,224.82 £1,938,046 £1,811,763 -£126,283 -6.52% £1,912,440

Poverest Primary School 1 fe pri £851,384 £16,901.97 £868,286 £816,904 -£51,382 -5.92% £858,295

Warren Road Primary School 4 fe pri £2,488,748 £52,233.41 £2,540,981 £2,414,075 -£126,906 -4.99% £2,506,845

Pickhurst Infants' School 3 fe inf £1,137,335 £21,587.71 £1,158,923 £1,106,851 -£52,072 -4.49% £1,144,696

Midfield Primary School 1 fe pri £981,921 £22,761.05 £1,004,682 £962,345 -£42,337 -4.21% £993,004

Blenheim Primary School 1 fe pri £824,648 £19,281.97 £843,930 £811,751 -£32,179 -3.81% £834,380

St George's CE Primary 1.5fe pri £1,021,739 £21,574.12 £1,043,313 £1,004,290 -£39,023 -3.74% £1,030,725

Marian Vian Primary School 3 fe pri £1,941,957 £41,062.53 £1,983,020 £1,914,995 -£68,024 -3.43% £1,957,429

Oaklands Primary School 3 fe pri £1,414,562 £30,158.76 £1,444,721 £1,398,405 -£46,316 -3.21% £1,426,573

Castlecombe Primary School 1 fe pri £896,340 £19,694.11 £916,034 £889,202 -£26,832 -2.93% £905,366

St Paul's Cray CE Primary 1 fe pri £929,576 £22,445.80 £952,022 £926,901 -£25,120 -2.64% £940,817

Raglan Primary School 2 fe pri £1,353,365 £27,104.37 £1,380,469 £1,351,292 -£29,177 -2.11% £1,363,000

James Dixon Primary School 2 fe pri £1,309,322 £38,126.14 £1,347,448 £1,321,094 -£26,354 -1.96% £1,330,946

Biggin Hill Primary 2 fe pri £1,291,897 £25,514.03 £1,317,411 £1,294,585 -£22,826 -1.73% £1,300,802

Cudham CE Primary School small £419,608 £5,448.49 £425,056 £418,188 -£6,868 -1.62% £421,535

Manor Oak Primary School 1 fe pri £866,175 £20,699.30 £886,874 £877,971 -£8,904 -1.00% £877,971

Keston C.E. Primary School 1 fe pri £725,100 £12,177.37 £737,277 £730,789 -£6,489 -0.88% £730,789

St Joseph's R.C.Primary School 1 fe pri £697,744 £11,280.78 £709,025 £703,064 -£5,961 -0.84% £703,064

Red Hill Primary School 3 fe pri £2,192,363 £55,516.93 £2,247,880 £2,230,255 -£17,625 -0.78% £2,230,255

Darrick Wood Junior School 3 fe jun £1,163,827 £22,054.89 £1,185,882 £1,177,891 -£7,991 -0.67% £1,177,891

Perry Hall Primary School 2 fe pri £1,367,144 £30,163.76 £1,397,308 £1,388,768 -£8,540 -0.61% £1,388,768

Scotts Park Primary School 2 fe pri £1,287,370 £28,135.38 £1,315,505 £1,307,746 -£7,759 -0.59% £1,307,746

Edgebury Primary School 1 fe pri £792,273 £14,922.09 £807,195 £804,062 -£3,133 -0.39% £804,062

Highfield Infants' School 3 fe inf £821,454 £15,341.73 £836,796 £835,485 -£1,311 -0.16% £835,485

Clare House Primary School 1 fe pri £729,988 £13,793.41 £743,781 £742,636 -£1,146 -0.15% £742,636

Malcolm Primary School 1 fe pri £1,039,277 £27,554.76 £1,066,832 £1,068,196 £1,364 0.13% £1,068,196

Southborough Primary School 2 fe pri £1,508,922 £36,093.85 £1,545,016 £1,549,197 £4,181 0.27% £1,549,197

Pratts Bottom Primary School small £377,989 £4,415.25 £382,404 £383,491 £1,087 0.28% £383,491

Farnborough Primary School 1 fe pri £750,326 £13,267.64 £763,594 £769,760 £6,167 0.81% £769,760

St Philomena's Catholic Primary 1 fe pri £723,183 £12,975.16 £736,158 £742,650 £6,491 0.88% £742,650

The Pioneer Academy 2 fe pri £1,210,139 £28,243.97 £1,238,383 £1,254,565 £16,182 1.31% £1,254,565

Worsley Bridge Junior School 3 fe jun £712,720 £15,759.64 £728,480 £741,159 £12,679 1.74% £737,085

Chelsfield Primary School small £430,538 £6,249.83 £436,788 £445,786 £8,998 2.06% £440,980

Mead Road Infant School small £398,246 £5,786.38 £404,032 £413,075 £9,043 2.24% £407,653

Highfield Junior School 3 fe jun £1,121,906 £20,838.45 £1,142,744 £1,168,946 £26,202 2.29% £1,158,626

Chislehurst (CofE) Primary 1 fe pri £703,245 £11,330.06 £714,575 £731,889 £17,314 2.42% £723,225

Tubbenden Primary School 3 fe pri £1,831,441 £42,228.96 £1,873,670 £1,920,332 £46,662 2.49% £1,901,358

Holy Innocents Catholic Primar 1 fe pri £736,740 £13,418.23 £750,158 £769,551 £19,392 2.59% £759,498

Dorset Road Infant School small £374,626 £4,986.86 £379,613 £390,000 £10,387 2.74% £382,521

Churchfields Primary School 1 fe pri £991,898 £22,092.63 £1,013,991 £1,044,793 £30,803 3.04% £1,027,499

St Mark's C.E. Primary School 2 fe pri £1,316,786 £30,473.88 £1,347,260 £1,394,900 £47,640 3.54% £1,366,543

Green Street Green Primary 2 fe pri £1,342,832 £28,691.94 £1,371,524 £1,420,795 £49,271 3.59% £1,390,788

Royston Primary School 2 fe pri £1,664,432 £52,101.35 £1,716,533 £1,779,338 £62,804 3.66% £1,741,485

Burnt Ash Primary School 2 fe pri £1,615,945 £45,632.65 £1,661,578 £1,747,633 £86,055 5.18% £1,685,493

Alexandra Infant School 2 fe inf £680,136 £15,684.17 £695,820 £732,234 £36,414 5.23% £704,073

Bickley Primary 2 fe pri £1,063,060 £24,576.82 £1,087,637 £1,144,857 £57,221 5.26% £1,102,388

Valley Primary School 2 fe pri £1,446,685 £41,824.25 £1,488,509 £1,569,114 £80,605 5.42% £1,510,029

Hawes Down Junior School 2 fe jun £788,398 £14,741.47 £803,139 £848,410 £45,270 5.64% £813,276

St. Mary Cray Primary School 1 fe pri £656,201 £15,860.22 £672,061 £713,373 £41,312 6.15% £679,856

Downe Primary School small £379,610 £4,762.62 £384,373 £410,480 £26,107 6.79% £387,315

The Highway Primary School 1 fe pri £736,158 £15,173.97 £751,332 £807,404 £56,072 7.46% £760,489

Princes Plain Primary School 2 fe pri £1,669,028 £52,360.86 £1,721,389 £1,850,092 £128,703 7.48% £1,746,104

Hawes Down Infant School 2 fe inf £645,840 £11,442.46 £657,282 £710,109 £52,826 8.04% £664,572

Pickhurst Junior School 3 fe jun £1,384,570 £30,877.12 £1,415,447 £1,533,332 £117,885 8.33% £1,435,096

Darrick Wood Infant School 3 fe inf £881,170 £20,418.86 £901,589 £977,542 £75,953 8.42% £913,201

Mottingham Primary School 2 fe pri £1,171,908 £35,535.44 £1,207,443 £1,316,641 £109,197 9.04% £1,223,928

Bromley Road Infant School 3 fe inf £874,839 £26,421.36 £901,260 £987,131 £85,870 9.53% £912,423

Hillside Primary School 2 fe pri £1,263,913 £35,958.93 £1,299,872 £1,442,276 £142,404 10.96% £1,318,214

Gray's Farm Primary School 2 fe pri £1,438,210 £43,106.85 £1,481,317 £1,657,900 £176,583 11.92% £1,502,405

Alexandra Junior School 2 fe jun £805,832 £20,671.37 £826,503 £937,496 £110,993 13.43% £836,841

St James' RC Primary School 1 fe pri £669,132 £12,406.60 £681,539 £777,686 £96,148 14.11% £689,041

St Vincent's Catholic Primary 1 fe pri £722,352 £18,302.31 £740,654 £853,661 £113,007 15.26% £749,802

St Peter & St Paul Catholic Primary 1 fe pri £773,658 £20,011.33 £793,669 £919,372 £125,703 15.84% £803,039

St.Anthony's R.C Primary 1 fe pri £758,382 £24,753.44 £783,135 £916,137 £133,002 16.98% £792,874










Hayes School 1202 £5,350,761 £54,479.95 £5,405,241 £5,409,093 £3,852 0.07% £5,409,093








Total £153,452,592 £2,545,115 £155,997,707 £157,400,849 £156,099,724

version 10Appx10

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School Current SBS New ISB Diff % Diff New ISB Diff % Diff New ISB Diff % Diff New ISB Diff % Diff New ISB Diff % Diff New ISB Diff % Diff New ISB Diff % Diff

Version 1 Version 2 Version 3 Version 4 Version 5 Version 6 Version 7

£ £ £ £ £ £ £ £ £ £ £ £ £ £ £

Alexandra Infant School £695,820 £701,311 £5,491 0.79% £706,869 £11,049 1.59% £710,707 £14,887 2.14% £719,862 £24,042 3.46% £712,233 £16,413 2.36% £717,791 £21,971 3.16% £732,234 £36,414 5.23%

Alexandra Junior School £826,503 £951,728 £125,225 15.15% £920,034 £93,530 11.32% £1,009,661 £183,158 22.16% £929,522 £103,019 12.46% £958,897 £132,394 16.02% £927,202 £100,699 12.18% £937,496 £110,993 13.43%

Balgowan Primary School £1,938,046 £1,881,981 -£56,064 -2.89% £1,862,131 -£75,915 -3.92% £1,751,490 £186,556 -9.63% £1,797,215 £140,831 -7.27% £1,856,929 £81,117 -4.19% £1,837,078 £100,968 -5.21% £1,811,763 -£126,283 -6.52%

Bickley Primary £1,087,637 £1,156,402 £68,765 6.32% £1,144,682 £57,045 5.24% £1,169,904 £82,267 7.56% £1,138,758 £51,121 4.70% £1,155,359 £67,722 6.23% £1,143,639 £56,002 5.15% £1,144,857 £57,221 5.26%

Biggin Hill Primary £1,317,411 £1,336,348 £18,937 1.44% £1,307,252 -£10,159 -0.77% £1,292,746 £24,665 -1.87% £1,271,192 £46,219 -3.51% £1,329,205 £11,794 0.90% £1,300,108 £17,303 -1.31% £1,294,585 -£22,826 -1.73%

Blenheim Primary School £843,930 £779,881 -£64,049 -7.59% £786,386 -£57,544 -6.82% £815,640 £28,290 -3.35% £816,075 £27,855 -3.30% £790,804 £53,126 -6.30% £797,308 £46,622 -5.52% £811,751 -£32,179 -3.81%

Bromley Road Infant School £901,260 £1,010,484 £109,224 12.12% £970,985 £69,725 7.74% £1,095,937 £194,676 21.60% £1,013,211 £111,951 12.42% £1,017,027 £115,767 12.84% £977,528 £76,268 8.46% £987,131 £85,870 9.53%

Burnt Ash Primary School £1,661,578 £1,716,994 £55,417 3.34% £1,761,287 £99,709 6.00% £1,864,607 £203,030 12.22% £1,832,090 £170,512 10.26% £1,709,382 £47,804 2.88% £1,753,674 £92,097 5.54% £1,747,633 £86,055 5.18%

Castlecombe Primary School £916,034 £850,295 -£65,739 -7.18% £868,282 -£47,752 -5.21% £875,518 £40,516 -4.42% £888,708 £27,327 -2.98% £859,106 £56,928 -6.21% £877,093 £38,941 -4.25% £889,202 -£26,832 -2.93%

Chelsfield Primary School £436,788 £408,968 -£27,820 -6.37% £406,098 -£30,690 -7.03% £400,101 £36,687 -8.40% £400,860 £35,927 -8.23% £426,694 £10,093 -2.31% £423,824 £12,964 -2.97% £445,786 £8,998 2.06%

Chislehurst (CofE) Primary £714,575 £717,725 £3,150 0.44% £712,451 -£2,124 -0.30% £671,149 £43,426 -6.08% £685,434 £29,141 -4.08% £725,832 £11,257 1.58% £720,558 £5,983 0.84% £731,889 £17,314 2.42%

Churchfields Primary School £1,013,991 £1,011,609 -£2,382 -0.23% £1,034,904 £20,914 2.06% £1,012,521 £1,469 -0.14% £1,042,709 £28,718 2.83% £1,015,180 £1,189 0.12% £1,038,475 £24,485 2.41% £1,044,793 £30,803 3.04%

Clare House Primary School £743,781 £750,022 £6,241 0.84% £722,539 -£21,243 -2.86% £731,370 £12,411 -1.67% £708,883 £34,898 -4.69% £758,442 £14,661 1.97% £730,959 £12,823 -1.72% £742,636 -£1,146 -0.15%

Crofton Infant School £1,802,291 £1,644,626 -£157,665 -8.75% £1,639,405 -£162,886 -9.04% £1,551,945 £250,346 -13.89% £1,605,133 £197,158 -10.94% £1,627,551 £174,740 -9.70% £1,622,330 £179,961 -9.99% £1,605,830 -£196,461 -10.90%

Crofton Junior School £2,129,999 £2,038,549 -£91,450 -4.29% £2,029,407 -£100,591 -4.72% £1,865,770 £264,229 -12.41% £1,948,156 £181,842 -8.54% £2,008,491 £121,508 -5.70% £1,999,349 £130,650 -6.13% £1,968,502 -£161,497 -7.58%

Cudham CE Primary School £425,056 £378,757 -£46,299 -10.89% £377,182 -£47,874 -11.26% £371,243 £53,814 -12.66% £371,278 £53,779 -12.65% £397,109 £27,947 -6.57% £395,535 £29,522 -6.95% £418,188 -£6,868 -1.62%

Darrick Wood Infant School £901,589 £949,645 £48,056 5.33% £967,489 £65,900 7.31% £943,811 £42,222 4.68% £969,284 £67,695 7.51% £953,294 £51,705 5.73% £971,138 £69,549 7.71% £977,542 £75,953 8.42%

Darrick Wood Junior School £1,185,882 £1,183,714 -£2,168 -0.18% £1,183,972 -£1,910 -0.16% £1,109,400 £76,482 -6.45% £1,153,182 £32,700 -2.76% £1,179,699 £6,183 -0.52% £1,179,957 £5,925 -0.50% £1,177,891 -£7,991 -0.67%

Dorset Road Infant School £379,613 £348,246 -£31,366 -8.26% £346,031 -£33,582 -8.85% £345,903 £33,710 -8.88% £345,652 £33,961 -8.95% £368,007 £11,606 -3.06% £365,791 £13,822 -3.64% £390,000 £10,387 2.74%

Downe Primary School £384,373 £370,643 -£13,730 -3.57% £367,828 -£16,545 -4.30% £364,327 £20,046 -5.22% £362,236 £22,136 -5.76% £389,777 £5,404 1.41% £386,962 £2,589 0.67% £410,480 £26,107 6.79%

Edgebury Primary School £807,195 £798,189 -£9,006 -1.12% £785,941 -£21,254 -2.63% £782,382 £24,814 -3.07% £773,371 £33,824 -4.19% £805,670 £1,525 -0.19% £793,422 £13,773 -1.71% £804,062 -£3,133 -0.39%

Farnborough Primary £763,594 £749,366 -£14,228 -1.86% £749,664 -£13,930 -1.82% £722,042 £41,552 -5.44% £734,738 £28,856 -3.78% £757,786 £5,808 -0.76% £758,084 £5,510 -0.72% £769,760 £6,167 0.81%

Gray's Farm Primary School £1,481,317 £1,624,790 £143,473 9.69% £1,669,084 £187,767 12.68% £1,761,586 £280,269 18.92% £1,733,677 £252,361 17.04% £1,618,350 £137,034 9.25% £1,662,645 £181,328 12.24% £1,657,900 £176,583 11.92%

Green Street Green Primary £1,371,524 £1,418,593 £47,069 3.43% £1,437,083 £65,559 4.78% £1,386,578 £15,054 1.10% £1,415,720 £44,196 3.22% £1,409,729 £38,206 2.79% £1,428,219 £56,695 4.13% £1,420,795 £49,271 3.59%

Hawes Down Infant School £657,282 £696,688 £39,406 6.00% £686,061 £28,778 4.38% £678,193 £20,911 3.18% £669,701 £12,419 1.89% £706,985 £49,703 7.56% £696,358 £39,075 5.94% £710,109 £52,826 8.04%

Hawes Down Junior School £803,139 £837,504 £34,365 4.28% £834,405 £31,265 3.89% £797,412 £5,728 -0.71% £811,764 £8,625 1.07% £843,031 £39,891 4.97% £839,931 £36,792 4.58% £848,410 £45,270 5.64%

Hayes Primary School £1,988,221 £1,902,675 -£85,546 -4.30% £1,887,995 -£100,226 -5.04% £1,784,446 £203,775 -10.25% £1,824,695 £163,526 -8.22% £1,877,622 £110,599 -5.56% £1,862,942 £125,279 -6.30% £1,837,626 -£150,595 -7.57%

Highfield Infants' School £836,796 £840,286 £3,490 0.42% £824,443 -£12,352 -1.48% £786,381 £50,415 -6.02% £799,685 £37,111 -4.43% £844,404 £7,608 0.91% £828,562 £8,234 -0.98% £835,485 -£1,311 -0.16%

Highfield Junior School £1,142,744 £1,175,192 £32,448 2.84% £1,176,838 £34,094 2.98% £1,098,609 £44,135 -3.86% £1,133,561 £9,184 -0.80% £1,170,317 £27,573 2.41% £1,171,963 £29,218 2.56% £1,168,946 £26,202 2.29%

Hillside Primary School £1,299,872 £1,422,351 £122,479 9.42% £1,443,417 £143,545 11.04% £1,502,292 £202,420 15.57% £1,490,409 £190,537 14.66% £1,420,682 £120,810 9.29% £1,441,748 £141,877 10.91% £1,442,276 £142,404 10.96%

Holy Innocents Catholic Primar £750,158 £732,503 -£17,655 -2.35% £749,783 -£375 -0.05% £699,724 £50,434 -6.72% £737,137 £13,021 -1.74% £740,766 £9,392 -1.25% £758,047 £7,888 1.05% £769,551 £19,392 2.59%

James Dixon Primary School £1,347,448 £1,287,570 -£59,878 -4.44% £1,315,980 -£31,469 -2.34% £1,402,916 £55,468 4.12% £1,401,070 £53,622 3.98% £1,288,873 £58,575 -4.35% £1,317,283 £30,166 -2.24% £1,321,094 -£26,354 -1.96%

Keston C.E. Primary School £737,277 £721,355 -£15,922 -2.16% £710,363 -£26,915 -3.65% £688,211 £49,067 -6.66% £688,718 £48,560 -6.59% £729,932 £7,346 -1.00% £718,939 £18,338 -2.49% £730,789 -£6,489 -0.88%

Leesons Primary School £1,006,178 £894,084 -£112,094 -11.14% £910,126 -£96,051 -9.55% £941,990 £64,188 -6.38% £937,159 £69,019 -6.86% £903,364 £102,814 -10.22% £919,407 £86,771 -8.62% £932,034 -£74,144 -7.37%

Malcolm Primary School £1,066,832 £1,019,441 -£47,391 -4.44% £1,051,721 -£15,110 -1.42% £1,079,420 £12,588 1.18% £1,106,062 £39,230 3.68% £1,026,140 £40,692 -3.81% £1,058,421 £8,411 -0.79% £1,068,196 £1,364 0.13%

Manor Oak Primary School £886,874 £822,862 -£64,012 -7.22% £853,100 -£33,775 -3.81% £880,996 £5,879 -0.66% £888,910 £2,036 0.23% £833,550 £53,324 -6.01% £863,788 £23,087 -2.60% £877,971 -£8,904 -1.00%

Marian Vian Primary School £1,983,020 £1,981,046 -£1,973 -0.10% £1,960,425 -£22,595 -1.14% £1,926,831 £56,189 -2.83% £1,929,499 £53,520 -2.70% £1,958,340 £24,680 -1.24% £1,937,718 £45,301 -2.28% £1,914,995 -£68,024 -3.43%

Mead Road Infant School £404,032 £374,521 -£29,511 -7.30% £371,411 -£32,622 -8.07% £375,037 £28,995 -7.18% £368,949 £35,084 -8.68% £393,186 £10,846 -2.68% £390,076 £13,956 -3.45% £413,075 £9,043 2.24%

Midfield Primary School £1,004,682 £929,124 -£75,558 -7.52% £940,602 -£64,080 -6.38% £996,058 £8,624 -0.86% £976,614 £28,068 -2.79% £938,326 £66,356 -6.60% £949,804 £54,878 -5.46% £962,345 -£42,337 -4.21%

Mottingham Primary School £1,207,443 £1,285,441 £77,997 6.46% £1,308,563 £101,119 8.37% £1,404,773 £197,329 16.34% £1,379,599 £172,155 14.26% £1,288,151 £80,708 6.68% £1,311,274 £103,830 8.60% £1,316,641 £109,197 9.04%

Oak Lodge Primary £2,088,055 £1,993,715 -£94,340 -4.52% £1,988,130 -£99,926 -4.79% £1,877,326 £210,729 -10.09% £1,927,103 £160,953 -7.71% £1,966,942 £121,114 -5.80% £1,961,356 £126,699 -6.07% £1,934,139 -£153,916 -7.37%

Oaklands Primary School £1,444,721 £1,444,998 £277 0.02% £1,410,742 -£33,979 -2.35% £1,471,952 £27,232 1.88% £1,397,386 £47,335 -3.28% £1,438,011 £6,710 -0.46% £1,403,755 £40,966 -2.84% £1,398,405 -£46,316 -3.21%

Parish C.E. Primary School £1,565,500 £1,423,065 -£142,435 -9.10% £1,423,378 -£142,122 -9.08% £1,343,132 £222,368 -14.20% £1,397,236 £168,264 -10.75% £1,412,402 £153,098 -9.78% £1,412,715 £152,785 -9.76% £1,403,303 -£162,197 -10.36%

Perry Hall Primary School £1,397,308 £1,434,171 £36,863 2.64% £1,402,587 £5,279 0.38% £1,432,098 £34,790 2.49% £1,389,065 £8,243 -0.59% £1,426,480 £29,172 2.09% £1,394,896 £2,412 -0.17% £1,388,768 -£8,540 -0.61%

Pickhurst Infants' School £1,158,923 £1,120,105 -£38,817 -3.35% £1,110,462 -£48,460 -4.18% £1,061,237 £97,686 -8.43% £1,082,514 £76,409 -6.59% £1,117,263 £41,659 -3.59% £1,107,620 £51,302 -4.43% £1,106,851 -£52,072 -4.49%

Pickhurst Junior School £1,415,447 £1,522,990 £107,543 7.60% £1,553,078 £137,631 9.72% £1,493,871 £78,424 5.54% £1,534,769 £119,322 8.43% £1,512,483 £97,036 6.86% £1,542,571 £127,124 8.98% £1,533,332 £117,885 8.33%

Poverest Primary School £868,286 £793,039 -£75,247 -8.67% £793,515 -£74,771 -8.61% £807,837 £60,449 -6.96% £802,486 £65,800 -7.58% £803,023 £65,263 -7.52% £803,499 £64,787 -7.46% £816,904 -£51,382 -5.92%

Pratts Bottom Primary School £382,404 £333,250 -£49,154 -12.85% £339,357 -£43,047 -11.26% £325,066 £57,339 -14.99% £336,604 £45,800 -11.98% £353,089 £29,315 -7.67% £359,195 £23,209 -6.07% £383,491 £1,087 0.28%

Princes Plain Primary School £1,721,389 £1,786,491 £65,102 3.78% £1,861,605 £140,217 8.15% £2,007,456 £286,067 16.62% £1,977,087 £255,698 14.85% £1,779,895 £58,506 3.40% £1,855,010 £133,621 7.76% £1,850,092 £128,703 7.48%

Raglan Primary School £1,380,469 £1,369,976 -£10,493 -0.76% £1,367,251 -£13,218 -0.96% £1,326,645 £53,825 -3.90% £1,336,513 £43,957 -3.18% £1,361,269 £19,201 -1.39% £1,358,544 £21,926 -1.59% £1,351,292 -£29,177 -2.11%

Red Hill Primary School £2,247,880 £2,311,102 £63,222 2.81% £2,279,636 £31,756 1.41% £2,347,348 £99,468 4.42% £2,308,661 £60,781 2.70% £2,286,518 £38,638 1.72% £2,255,052 £7,172 0.32% £2,230,255 -£17,625 -0.78%

Royston Primary School £1,716,533 £1,772,583 £56,050 3.27% £1,791,839 £75,306 4.39% £1,941,745 £225,212 13.12% £1,900,235 £183,702 10.70% £1,765,518 £48,984 2.85% £1,784,774 £68,241 3.98% £1,779,338 £62,804 3.66%

Scotts Park Primary School £1,315,505 £1,346,502 £30,997 2.36% £1,318,766 £3,261 0.25% £1,334,287 £18,782 1.43% £1,302,950 £12,555 -0.95% £1,340,141 £24,636 1.87% £1,312,405 £3,100 -0.24% £1,307,746 -£7,759 -0.59%

Southborough Primary School £1,545,016 £1,527,068 -£17,947 -1.16% £1,561,534 £16,518 1.07% £1,586,671 £41,655 2.70% £1,587,251 £42,235 2.73% £1,520,081 £24,934 -1.61% £1,554,547 £9,531 0.62% £1,549,197 £4,181 0.27%

St George's CE Primary £1,043,313 £993,138 -£50,175 -4.81% £994,566 -£48,748 -4.67% £1,005,124 £38,189 -3.66% £996,953 £46,361 -4.44% £996,631 £46,682 -4.47% £998,058 £45,255 -4.34% £1,004,290 -£39,023 -3.74%

St James' RC Primary School £681,539 £759,000 £77,462 11.37% £757,919 £76,380 11.21% £723,773 £42,234 6.20% £738,175 £56,637 8.31% £767,264 £85,725 12.58% £766,182 £84,644 12.42% £777,686 £96,148 14.11%

St John's CE Primary School £1,140,753 £1,016,018 -£124,735 -10.93% £1,019,924 -£120,829 -10.59% £987,171 £153,583 -13.46% £1,009,544 £131,209 -11.50% £1,017,634 £123,119 -10.79% £1,021,540 £119,213 -10.45% £1,025,698 -£115,055 -10.09%

St Joseph's R.C.Primary School £709,025 £688,337 -£20,688 -2.92% £682,144 -£26,881 -3.79% £640,773 £68,252 -9.63% £658,910 £50,115 -7.07% £697,148 £11,877 -1.68% £690,955 £18,070 -2.55% £703,064 -£5,961 -0.84%

St Mark's C.E. Primary School £1,347,260 £1,393,311 £46,051 3.42% £1,409,871 £62,612 4.65% £1,388,255 £40,995 3.04% £1,401,843 £54,583 4.05% £1,385,072 £37,812 2.81% £1,401,633 £54,373 4.04% £1,394,900 £47,640 3.54%

St Mary's Catholic Primary £1,345,298 £1,288,310 -£56,987 -4.24% £1,263,542 -£81,756 -6.08% £1,190,474 £154,824 -11.51% £1,206,368 £138,930 -10.33% £1,279,446 £65,851 -4.89% £1,254,678 £90,619 -6.74% £1,247,254 -£98,044 -7.29%

St Paul's Cray CE Primary £952,022 £877,142 -£74,880 -7.87% £904,006 -£48,016 -5.04% £944,703 £7,319 -0.77% £943,554 £8,468 -0.89% £886,892 £65,130 -6.84% £913,755 £38,266 -4.02% £926,901 -£25,120 -2.64%

St Peter & St Paul Catholic Primary £793,669 £900,313 £106,644 13.44% £900,264 £106,594 13.43% £932,051 £138,382 17.44% £917,422 £123,753 15.59% £908,264 £114,595 14.44% £908,214 £114,545 14.43% £919,372 £125,703 15.84%

St Philomena's Catholic Primary £736,158 £727,032 -£9,126 -1.24% £722,388 -£13,770 -1.87% £686,815 £49,344 -6.70% £706,120 £30,038 -4.08% £735,531 £628 -0.09% £730,886 £5,272 -0.72% £742,650 £6,491 0.88%

St Vincent's Catholic Primary £740,654 £832,827 £92,173 12.44% £835,540 £94,886 12.81% £846,552 £105,897 14.30% £842,636 £101,982 13.77% £840,309 £99,654 13.45% £843,021 £102,367 13.82% £853,661 £113,007 15.26%

St. Mary Cray Primary School £672,061 £684,285 £12,224 1.82% £681,587 £9,526 1.42% £731,677 £59,616 8.87% £705,971 £33,910 5.05% £698,258 £26,196 3.90% £695,560 £23,498 3.50% £713,373 £41,312 6.15%

St.Anthony's R.C Primary £783,135 £874,134 £90,999 11.62% £892,089 £108,954 13.91% £967,806 £184,671 23.58% £948,452 £165,317 21.11% £884,431 £101,296 12.93% £902,386 £119,251 15.23% £916,137 £133,002 16.98%

The Highway Primary School £751,332 £775,918 £24,586 3.27% £786,484 £35,152 4.68% £776,075 £24,743 3.29% £783,515 £32,183 4.28% £784,729 £33,397 4.45% £795,295 £43,963 5.85% £807,404 £56,072 7.46%

The Pioneer Academy £1,238,383 £1,280,054 £41,672 3.36% £1,257,682 £19,299 1.56% £1,284,904 £46,521 3.76% £1,260,397 £22,014 1.78% £1,277,447 £39,064 3.15% £1,255,075 £16,692 1.35% £1,254,565 £16,182 1.31%

Tubbenden Primary School £1,873,670 £1,988,851 £115,181 6.15% £1,965,926 £92,256 4.92% £1,983,920 £110,250 5.88% £1,937,990 £64,320 3.43% £1,966,066 £92,396 4.93% £1,943,142 £69,472 3.71% £1,920,332 £46,662 2.49%

Unicorn Primary School £1,002,829 £925,365 -£77,464 -7.72% £916,317 -£86,513 -8.63% £893,982 £108,847 -10.85% £897,066 £105,764 -10.55% £928,232 £74,597 -7.44% £919,184 £83,645 -8.34% £924,724 -£78,105 -7.79%

Valley Primary School £1,488,509 £1,599,562 £111,052 7.46% £1,587,872 £99,363 6.68% £1,661,596 £173,086 11.63% £1,629,861 £141,352 9.50% £1,589,524 £101,015 6.79% £1,577,835 £89,325 6.00% £1,569,114 £80,605 5.42%

Warren Road Primary School £2,540,981 £2,551,405 £10,424 0.41% £2,497,701 -£43,281 -1.70% £2,460,612 £80,370 -3.16% £2,430,927 £110,054 -4.33% £2,510,554 £30,427 -1.20% £2,456,850 £84,131 -3.31% £2,414,075 -£126,906 -4.99%

Wickham Common Primary School £1,372,501 £1,281,668 -£90,832 -6.62% £1,268,695 -£103,806 -7.56% £1,178,334 £194,167 -14.15% £1,217,150 £155,351 -11.32% £1,274,134 £98,367 -7.17% £1,261,160 £111,340 -8.11% £1,255,205 -£117,296 -8.55%

Worsley Bridge Junior School £728,480 £724,203 -£4,277 -0.59% £712,830 -£15,650 -2.15% £750,550 £22,070 3.03% £728,247 £232 -0.03% £736,533 £8,054 1.11% £725,160 £3,319 -0.46% £741,159 £12,679 1.74%

Beaverwood School for Girls £5,093,581 £5,367,378 £273,798 5.38% £5,367,378 £273,798 5.38% £5,399,479 £305,898 6.01% £5,399,479 £305,898 6.01% £5,364,060 £270,479 5.31% £5,364,060 £270,479 5.31% £5,379,901 £286,320 5.62%

Bishop Justus Church of England School £4,229,363 £4,274,972 £45,609 1.08% £4,274,972 £45,609 1.08% £4,276,376 £47,013 1.11% £4,276,377 £47,013 1.11% £4,277,645 £48,282 1.14% £4,277,645 £48,282 1.14% £4,296,653 £67,290 1.59%

Bullers Wood School £5,136,452 £4,965,175 -£171,277 -3.33% £4,965,175 -£171,277 -3.33% £5,000,615 -£135,837 -2.64% £5,000,615 -£135,837 -2.64% £4,963,050 £173,402 -3.38% £4,963,050 -£173,402 -3.38% £4,979,608 £156,844 -3.05%

Charles Darwin £4,995,274 £5,356,922 £361,649 7.24% £5,356,922 £361,649 7.24% £5,320,258 £324,984 6.51% £5,320,258 £324,984 6.51% £5,354,424 £359,151 7.19% £5,354,424 £359,151 7.19% £5,370,846 £375,573 7.52%

Coopers Technology College £5,112,603 £5,601,088 £488,485 9.55% £5,601,088 £488,485 9.55% £5,583,071 £470,468 9.20% £5,583,071 £470,468 9.20% £5,598,267 £485,664 9.50% £5,598,267 £485,664 9.50% £5,614,208 £501,605 9.81%

Darrick Wood School £5,910,023 £5,855,412 -£54,610 -0.92% £5,855,412 -£54,610 -0.92% £5,873,837 -£36,185 -0.61% £5,873,837 -£36,185 -0.61% £5,847,842 £62,180 -1.05% £5,847,842 -£62,180 -1.05% £5,861,669 £48,353 -0.82%

Harris Academy Beckenham £3,507,721 £3,578,386 £70,665 2.01% £3,578,386 £70,665 2.01% £3,509,838 £2,117 0.06% £3,509,838 £2,117 0.06% £3,587,673 £79,952 2.28% £3,587,673 £79,952 2.28% £3,610,665 £102,944 2.93%

Harris Academy Bromley £4,560,679 £4,754,731 £194,052 4.25% £4,754,731 £194,052 4.25% £4,722,896 £162,217 3.56% £4,722,896 £162,217 3.56% £4,757,479 £196,799 4.32% £4,757,479 £196,799 4.32% £4,775,992 £215,313 4.72%

Hayes School £5,405,241 £5,398,770 -£6,471 -0.12% £5,398,770 -£6,471 -0.12% £5,402,686 -£2,555 -0.05% £5,402,686 -£2,555 -0.05% £5,393,885 £11,356 -0.21% £5,393,885 -£11,356 -0.21% £5,409,093 £3,852 0.07%

Kemnal Technology College £4,659,561 £4,871,539 £211,978 4.55% £4,871,539 £211,978 4.55% £4,837,434 £177,873 3.82% £4,837,434 £177,873 3.82% £4,872,248 £212,687 4.56% £4,872,248 £212,687 4.56% £4,890,514 £230,953 4.96%

Langley Park School for Boys £4,854,609 £4,668,204 -£186,405 -3.84% £4,668,204 -£186,405 -3.84% £4,686,711 -£167,898 -3.46% £4,686,711 -£167,898 -3.46% £4,666,849 £187,759 -3.87% £4,666,849 -£187,759 -3.87% £4,683,798 £170,811 -3.52%

Langley Park School for Girls £5,646,892 £5,185,328 -£461,563 -8.17% £5,185,328 -£461,563 -8.17% £5,232,900 -£413,992 -7.33% £5,232,900 -£413,992 -7.33% £5,180,642 £466,249 -8.26% £5,180,642 -£466,249 -8.26% £5,196,003 £450,889 -7.98%

Newstead Wood School £3,109,273 £2,885,124 -£224,149 -7.21% £2,885,124 -£224,149 -7.21% £2,921,891 -£187,382 -6.03% £2,921,891 -£187,382 -6.03% £2,893,292 £215,981 -6.95% £2,893,292 -£215,981 -6.95% £2,914,953 £194,321 -6.25%

Ravens Wood School £5,038,616 £4,970,816 -£67,800 -1.35% £4,970,816 -£67,800 -1.35% £5,001,304 -£37,313 -0.74% £5,001,304 -£37,312 -0.74% £4,968,194 £70,423 -1.40% £4,968,194 -£70,423 -1.40% £4,984,481 £54,135 -1.07%

St Olaves Grammar School £2,798,620 £2,562,172 -£236,448 -8.45% £2,562,172 -£236,448 -8.45% £2,592,217 -£206,404 -7.38% £2,592,217 -£206,403 -7.38% £2,572,429 £226,192 -8.08% £2,572,429 -£226,192 -8.08% £2,595,136 £203,485 -7.27%

The Priory School £5,421,236 £5,306,144 -£115,093 -2.12% £5,306,144 -£115,093 -2.12% £5,234,317 -£186,920 -3.45% £5,234,317 -£186,920 -3.45% £5,306,505 £114,732 -2.12% £5,306,505 -£114,732 -2.12% £5,324,730 £96,506 -1.78%

The Ravensbourne School £5,491,040 £5,465,026 -£26,014 -0.47% £5,465,026 -£26,014 -0.47% £5,471,357 -£19,684 -0.36% £5,471,357 -£19,683 -0.36% £5,462,702 £28,338 -0.52% £5,462,702 -£28,338 -0.52% £5,478,937 £12,103 -0.22%

Overview appx13

Version 1

School

12-13 budget

less High

Needs, less

Early years,

less Sixth

Form

12-13

Approximate

Share of

new


Minimum

Funding

Guarantee -

Gains Ceiling

Lump sum = £125k 1.70%

FSP = 78 points £ £ £ £ £ £


current totals









St Anthony's R.C Primary 1 £758,382 £24,753.44 £783,135 £874,134 £90,999 11.62% £793,182


















Bickley Primary 4 £1,063,060 £24,576.82 £1,087,637 £1,156,402 £68,765 6.32% £1,102,400









Crofton Junior 5 £2,091,913 £38,085.62 £2,129,999 £2,038,549 -£91,450 -4.29% £2,100,555


























St Mary Cray Primary School 7 £656,201 £15,860.22 £672,061 £684,285 £12,224 1.82% £680,277








Warren Road Primary School 8 £2,488,748 £52,233.41 £2,540,981 £2,551,405 £10,424 0.41% £2,551,405




Oaklands Primary School 9 £1,414,562 £30,158.76 £1,444,721 £1,444,998 £277 0.02% £1,444,998





Hayes School 3 £5,350,761 £54,479.95 £5,405,241 £5,398,770 -£6,471 -0.12% £5,398,770












Charles Darwin 9 £4,937,729 £57,544.51 £4,995,274 £5,356,922 £361,649 7.24% £5,071,482

Total £162,304,687 £2,706,892 £165,011,579 £165,108,631 £164,971,076

v1 planning areaAppx14

Version 1

School

12-13 budget

less High

Needs, less

Early years,

less Sixth

Form

12-13

Approximate

Share of

new


Minimum

Funding

Guarantee -

Gains Ceiling

Lump sum = £125k 1.70%

FSP = 78 points £ £ £ £ £ £


current totals

Chelsfield Primary School small £430,538 £6,249.83 £436,788 £408,968 -£27,820 -6.37% £432,264


Dorset Road Infant School small £374,626 £4,986.86 £379,613 £348,246 -£31,366 -8.26% £376,222

Downe Primary School small £379,610 £4,762.62 £384,373 £370,643 -£13,730 -3.57% £380,951

Mead Road Infant School small £398,246 £5,786.38 £404,032 £374,521 -£29,511 -7.30% £400,013

Pratts Bottom Primary School small £377,989 £4,415.25 £382,404 £333,250 -£49,154 -12.85% £378,825




Churchfields Primary School 1 fe pri £991,898 £22,092.63 £1,013,991 £1,011,609 -£2,382 -0.23% £1,011,609

Clare House Primary School 1 fe pri £729,988 £13,793.41 £743,781 £750,022 £6,241 0.84% £750,022


Farnborough Primary 1 fe pri £750,326 £13,267.64 £763,594 £749,366 -£14,228 -1.86% £754,525

Holy Innocents Catholic Primar 1 fe pri £736,740 £13,418.23 £750,158 £732,503 -£17,655 -2.35% £741,093



Malcolm Primary School 1 fe pri £1,039,277 £27,554.76 £1,066,832 £1,019,441 -£47,391 -4.44% £1,053,427








St Philomena's Catholic Primary 1 fe pri £723,183 £12,975.16 £736,158 £727,032 -£9,126 -1.24% £727,254






St George's CE Primary 1.5fe pri £1,021,739 £21,574.12 £1,043,313 £993,138 -£50,175 -4.81% £1,029,900







Biggin Hill Primary 2 fe pri £1,291,897 £25,514.03 £1,317,411 £1,336,348 £18,937 1.44% £1,336,007








Perry Hall Primary School 2 fe pri £1,367,144 £30,163.76 £1,397,308 £1,434,171 £36,863 2.64% £1,416,723




Scotts Park Primary School 2 fe pri £1,287,370 £28,135.38 £1,315,505 £1,346,502 £30,997 2.36% £1,333,805

Southborough Primary School 2 fe pri £1,508,922 £36,093.85 £1,545,016 £1,527,068 -£17,947 -1.16% £1,527,068






Bromley Road Infant School 3 fe inf £874,839 £26,421.36 £901,260 £1,010,484 £109,224 12.12% £912,646


Highfield Infants' School 3 fe inf £821,454 £15,341.73 £836,796 £840,286 £3,490 0.42% £840,286





Worsley Bridge Junior School 3 fe jun £712,720 £15,759.64 £728,480 £724,203 -£4,277 -0.59% £724,203





Oaklands Primary School 3 fe pri £1,414,562 £30,158.76 £1,444,721 £1,444,998 £277 0.02% £1,444,998

Red Hill Primary School 3 fe pri £2,192,363 £55,516.93 £2,247,880 £2,311,102 £63,222 2.81% £2,280,300


Warren Road Primary School 4 fe pri £2,488,748 £52,233.41 £2,540,981 £2,551,405 £10,424 0.41% £2,551,405


Crofton Junior 6 fe jun £2,091,913 £38,085.62 £2,129,999 £2,038,549 -£91,450 -4.29% £2,100,555











Charles Darwin 1106 £4,937,729 £57,544.51 £4,995,274 £5,356,922 £361,649 7.24% £5,071,482





Hayes School 1202 £5,350,761 £54,479.95 £5,405,241 £5,398,770 -£6,471 -0.12% £5,398,770


Total £154,985,678 £2,574,128 £157,559,806 £157,986,525 £157,566,450

v 1- sizeAppx15

Version 1

School

12-13 budget

less High

Needs, less

Early years,

less Sixth

Form

12-13

Approximate

Share of new

delegation

Total New ISB Diff % Diff

Minimum

Funding

Guarantee -

Gains Ceiling

Lump sum = £150k

FSP = 73 points


Chelsfield Primary School small £430,538 £6,249.83 £436,788 £423,824 -£12,964 -2.97% £432,639


Dorset Road Infant School small £374,626 £4,986.86 £379,613 £365,791 -£13,822 -3.64% £376,597


Mead Road Infant School small £398,246 £5,786.38 £404,032 £390,076 -£13,956 -3.45% £400,388

Pratts Bottom Primary School small £377,989 £4,415.25 £382,404 £359,195 -£23,209 -6.07% £379,200







Farnborough Primary 1 fe pri £750,326 £13,267.64 £763,594 £758,084 -£5,510 -0.72% £758,084




Malcolm Primary School 1 fe pri £1,039,277 £27,554.76 £1,066,832 £1,058,421 -£8,411 -0.79% £1,058,421








St Philomena's Catholic Primary 1 fe pri £723,183 £12,975.16 £736,158 £730,886 -£5,272 -0.72% £730,886






St George's CE Primary 1.5fe pri £1,021,739 £21,574.12 £1,043,313 £998,058 -£45,255 -4.34% £1,030,275

































Worsley Bridge Junior School 3 fe jun £712,720 £15,759.64 £728,480 £725,160 -£3,319 -0.46% £725,160






Red Hill Primary School 3 fe pri £2,192,363 £55,516.93 £2,247,880 £2,255,052 £7,173 0.32% £2,255,052




















Hayes School 1202 £5,350,761 £54,479.95 £5,405,241 £5,393,885 -£11,356 -0.21% £5,393,885


Total £149,882,647 £2,466,246 £152,348,893 £152,752,748 £152,270,395

v 6 sizeAppx16

Version 1

School

12-13 budget

less High

Needs, less

Early years,

less Sixth

Form

12-13

Approximate

Share of

new

delegationTotal New ISB Diff % Diff

Minimum

Funding

Guarantee -

Gains Ceiling

Lump sum = £180k £ £ £ £ £ £

FSP = 73 points



Pratts Bottom Primary School small £377,989 £4,415.25 £382,404 £383,491 £1,087 0.28% £383,491

Chelsfield Primary School small £430,538 £6,249.83 £436,788 £445,786 £8,998 2.06% £440,980

Mead Road Infant School small £398,246 £5,786.38 £404,032 £413,075 £9,043 2.24% £407,653

Dorset Road Infant School small £374,626 £4,986.86 £379,613 £390,000 £10,387 2.74% £382,521














Malcolm Primary School 1 fe pri £1,039,277 £27,554.76 £1,066,832 £1,068,196 £1,364 0.13% £1,068,196

Farnborough Primary School 1 fe pri £750,326 £13,267.64 £763,594 £769,760 £6,167 0.81% £769,760

St Philomena's Catholic Primary 1 fe pri £723,183 £12,975.16 £736,158 £742,650 £6,491 0.88% £742,650











St George's CE Primary 1.5fe pri £1,021,739 £21,574.12 £1,043,313 £1,004,290 -£39,023 -3.74% £1,030,725






























Worsley Bridge Junior School 3 fe jun £712,720 £15,759.64 £728,480 £741,159 £12,679 1.74% £737,085








Red Hill Primary School 3 fe pri £2,192,363 £55,516.93 £2,247,880 £2,230,255 -£17,625 -0.78% £2,230,255




















Hayes School 1202 £5,350,761 £54,479.95 £5,405,241 £5,409,093 £3,852 0.07% £5,409,093


Total £159,924,070 £2,675,243 £162,599,313 £163,123,090 £162,574,485

Primary £81,628,528 £81,755,903 £81,581,295

Secondary £80,970,785 £81,367,187 £80,993,189

v 10 sizeAppx17

Version 1

School Current add new 2012/13 Place Top up Exceptional add new New Funding Difference % Difference

SBS delegation Funding Funding Funding Allocations delegation

£

Burwood 1,106,898 70,250 1,177,148 500,000 600,000 16,087 70,250 1,186,337 -9,189 -0.78%

Marjorie McClure 1,973,002 103,500 2,076,502 990,000 903,000 113,407 103,500 2,109,907 -33,405 -1.61%

Glebe 2,437,364 177,750 2,615,114 1,580,000 782,000 91,082 177,750 2,630,832 -15,718 -0.60%

0

Riverside 4,616,806 236,250 4,853,056 2,100,000 2,464,000 45,404 236,250 4,845,654 7,402 0.15%

PRU Secondary 1562200 101250 1663450 720000 900000 0 101250 1,721,250 -57,800 -3.47%

PRU Primary 605580 33750 639330 256000 320000 0 33750 609,750 29,580 4.63%

Place Funding

Calculated at £10,000 per place for Special Schools and £8,000 for PRUs to cover the core provision.

Top up Funding

To be agreed individually with each setting to reflect the individual needs of the pupil as opposed to conventional formla funding.

Special schoolsAppx18

1

Report No. ED12042


PART ONE - PUBLIC



TITLE: CONSTITUTION OF THE SCHOOLS FORUM



Ward: Boroughwide


1.1 This report provides an overview of the Forum constitution changes that are being proposed by the Local Authority.

2. RECOMMENDATIONS

2.1 The Schools’ Forum is invited to discuss and comment on the proposed Forum constitution changes.

3. COMMENTARY

3.1 On the 26th March 2012 the Secretary of State published a consultation document called ’School Funding Reform: next steps towards a fairer system’ which the Schools’ Forum responded to. In the report in Section 1.6 the consultation referred to changes being proposed to the Schools Forum and therefore its constitution.

3.2 This will mean that the current regulations Schools Forums (England) Regulations 2010 will be revoked and will be replaced by the Schools Forums (England) Regulations 2012. The new regulations will come into effect form October 2012 and Forums will need t be compliant with the regulations laid out.

3.3 Below are the main changes to the regulations and how it affects the current Bromley constitution.

Main changes to the Regulations

3.4 Change 1 – Removal of the requirement to have a minimum of 15 people on a Forum

Effect on Bromley – None, Bromley’s current membership is above this level and there are no proposals to decrease membership.

Agenda Item 9

2

Change 2 – Restriction on local authority attendees from participating in meetings unless they are a :- a) Relevant Lead Member b) Director of Childrens Services (or their representative) c) Chief Financial Officer (or their representative) d) Officer providing specific financial or technical advice (including presenting a paper to the Forum) Effect on Bromley – None, this was in effect already in place. The wording in the terms of reference will be amended to more accurately reflect the wording above Change 3 - Restricting the voting arrangements by allowing only schools and Academy members (and the private, voluntary and independent sector - PVI members) to vote on the funding formulae. Effect on Bromley – The terms of reference will be amended to reflect this change. Change 4 – The new regulations allow for de-delegation of funding. These will be specified in the finance regulations and only the relevant maintained school members of the Forum will be able to vote. Effect on Bromley – The terms of reference will be amended to reflect this change. Change 5 – Local Authorities will have to publish Forum papers, minutes and decisions on their websites Effect on Bromley – None, the papers are now on line. Change 6 – Forums are to hold public meetings, as is the case with other Council Committees. Effect on Bromley – None, meetings are already open to the public. Change 7 – EFA to be given Observer Status on the Forum. Effect on Bromley – The terms of reference will be amended to reflect this change. Change 8 – Pupil Referral Units will be reflected as a separate group to reflect their receipt of delegated budgets from April 2013. Effect on Bromley – The constitution and terms of reference will be amended to reflect this change. Change 9 – Remove the requirement for local authorities to consult Schools Forums annually about arrangements for free school meals and insurance as these are to be allocated through the formula in future. Effect on Bromley – The terms of reference will be amended to reflect this change.

3

Membership of the Forum

3.5 Current Membership

SCHOOLS

Special school representative governor/head (non academy) 1 Primary Academy head representative 1 Primary Academy governor representative 1 Primary head representative (non academy) 2 Primary governor representative (non academy) 2 Secondary head/governor representative (non academy) 1 Secondary Academy head representative 2 Secondary Academy governor representative 2

12 NON SCHOOLS

14-19 partnership 1 Early year provider (PVI) 1 Diocese CofE 1 Diocese Catholic 1 Joint Teacher Liaison 1 Parent Partnership Representative 1

6 NON- VOTING ATTENDEES

Portfolio Holder/Portfolio Holder Assistant (regular attendee) 1 Assistant Director of Education/Schools (regular attendee) 1 Head of Finance (regular attendee) 1 Head of Schools Finance Support (regular attendee) 1 Admin Officer (regular attendee) 1

5 Proposed membership

3.6 Current pupils numbers in each individual area have changed but not significantly enough to warrant any changes between primary/secondary or within maintained/academy. Current pupil numbers and Forum membership of the schools element is attached in Appendix 1.

3.7 Due to the changes in the legislation it is proposed to increase the Schools Membership by one to thirteen to include a PRU representative. Restricting the Schools Membership to twelve in this instance would lead to undue turbulence and would mean a reduction in the current membership of one place from either maintained primary, academy primary or secondary academy. This would lead to an unnecessary imbalance.

3.8 Therefore it is proposed to keep the current membership within the schools area static (apart from the addition described in paragraph 3.6 above).

3.9 Non schools membership would remain the same as last year.

4

3.10 The proposed membership would be as follows:-

SCHOOLS

Special school representative governor/head (non academy) 1 PRU representative head/governor (non academy) 1 Primary Academy head representative 1 Primary Academy governor representative 1 Primary head representative (non academy) 2 Primary governor representative (non academy) 2 Secondary head/governor representative (non academy) 1 Secondary Academy head representative 2 Secondary Academy governor representative 2

13 NON SCHOOLS

Early year provider (PVI) 1 14-19 partnership** 1 Diocese CofE** 1 Diocese Catholic** 1 Joint Teacher Liaison** 1 Parent Partnership Representative** 1

6 OTHER NON- VOTING ATTENDEES

Portfolio Holder/Portfolio Holder Assistant 1 Assistant Director of Education/Schools 1 Head of Finance 1 Head of Schools Finance Support 1 Clerk of the Forum 1

5 Those members of the Forum marked with an asterisk (**) cannot vote on matters relating to the funding formulae to be used by the Local Authority.

3.11 Appendix 2 contains the new detailed draft terms of reference and constitution for comment.

Non-Applicable Sections: Policy Implications Financial Implications Legal Implications Personnel Implications


N/A

BREAKDOWN OF NUMBERS FOR SCHOOLS FORUM CONSTITUTION Appendix 1

AVAILABLE PLACES 13 SCHOOLS MEMBERSHIP

NUMBER % PLACES

TOTAL IN MAINTAINED SCHOOLS 17,969 43% 6

TOTAL IN ACADEMY SCHOOLS 23,690 57% 7

41,659 100% 13

EXACT EXACT EXACT

NUMBER % PLACES MAINTAINED ACADEMY

PRIMARY MAINTAINED 16,608 40% 5.18 5.18

PRIMARY ACADEMY 7,249 17% 2.26 2.26

SECONDARY MAINTAINED 593 1% 0.19 0.19

SECONDARY ACADEMY 16,441 39% 5.13 5.13

SPECIAL MAINTAINED 495 1% 0.15 0.15

SPECIAL ACADEMY 0 0% 0.00 0.00

PRU'S MAINTAINED (incl Respite) 273 1% 0.09 0.09

PRU'S ACADEMY 0 0% 0.00 0.00

41,659 100% 13.0 5.61 7.39

CAVEATS

IF THERE ARE SPECIAL SCHOOLS HAVE TO HAVE AT LEAST ONE REPRESENTATIVE

SHOULD BE REPRESENTATION OF MAINTAINED SECONDARY IF THERE CONTINUES TO BE ONE IN THE BOROUGH

PRU'S HAVE TO HAVE AT LAST ONE REPRESENTATIVE IF THERE IS ONE IN THE BOROUGH

NUMBER MAINTAINED ACADEMY

PRIMARY MAINTAINED 4 4

PRIMARY ACADEMY 2 2

SECONDARY MAINTAINED 1 1

SECONDARY ACADEMY 4 4

SPECIAL MAINTAINED 1 1

SPECIAL ACADEMY 0 0

PRU'S MAINTAINED 1 1

PRU'S ACADEMY

13 7 6

BROMLEY SCHOOLS FORUM CONSTITUTION AND TERMS OF REFERENCE 1. Membership SCHOOLS Special school representative governor/head (non academy) 1 PRU representative head/governor (non academy) 1 Primary Academy head representative 1

Primary Academy governor representative 1 Primary head representative (non academy) 2 Primary governor representative (non academy) 2 Secondary head/governor representative (non academy) 1 Secondary Academy head representative 2 Secondary Academy governor representative 2

13 NON SCHOOLS Early year provider (PVI) 1

14-19 partnership** 1 Diocese CofE** 1

Diocese Catholic** 1 Joint Teacher Liaison** 1 Parent Partnership Representative** 1

6 OTHER NON- VOTING ATTENDEES Portfolio Holder/Portfolio Holder Assistant 1

Assistant Director of Education/Schools 1 Head of Finance 1 Head of Schools Finance Support 1 Clerk of the Forum 1

5 1.1 Those members of the forum marked with an asterisk (**) cannot vote on matters relating to the

funding formulae to be used by the Local Authority. 1.2 On the matter of de-delegation only the relevant maintained school members of the forum will

be able to vote.

1.3 The Education Funding Agency (EFA) are granted observer status at forum meetings with the right to participate in discussions.

1.4 Other non voting attendees will attend as and when required or be part of working groups.

Examples would be officers from primary, secondary, special and inclusion areas.

1.5 Schools membership is determined by pupil numbers. Nursery, Special, Academy, Primary, Secondary and Pupil Referral Units (PRU’s) shall be represented proportionally with there being at least one representative in each of the Nursery, Special and Academy areas (assuming that they are represented in the borough).

1.6 Pupil number variations between each sector will be reviewed annually (before September of

each academic year). Any pupil number variations can then be reviewed. Elections can then be held to rebalance the position in time for the new academic year in September/October.

1.7 If this results in a change to the formulation of the forum and a reduction in membership in a particular sector, then the member with the shortest length of membership should be removed from office at the last meeting of the academic year. If there are two members with equal length of membership then the Local Authority (LA) will decide.

1.8 School membership will be formulated by ballots in each specific area. The winner of the ballot

will become the main representative of the forum.

1.9 Non school membership cannot exceed one third of the total membership.

1.10 From the schools membership, no two forum members can be from the same School.

1.11 From the schools membership, alternate members will be nominated by the elected members in each area who can attend and vote in their absence. The Chair must be notified if an alternate is attending in place of an elected member.

1.12 The Local Authority (LA) will nominate alternate members for the non school membership

1.13 Observers have no voting rights but attend on behalf on the EFA to advise and guide where

appropriate

1.14 LA Officers attendance is limited to a relevant Lead Member, Director of Children’s Services (or their representative), Chief Finance Officer (or their representative), or if an officer is providing specific financial or technical advice (including presenting a paper to the Forum). Officers have no voting rights.

2. Alternate Members

2.1 Alternate members may attend and vote on behalf of members that cannot attend the forum meeting.

2.2 A nominated alternate may only replace their nominated forum member.

2.3 Alternate members may regularly attend meetings as observers if they wish to. 2.4 Alternate members will receive the same documentation as the main nominated forum member.

3. Term of Office

3.1 The members of the forum shall serve for 3 years from September 2011. Other members shall serve for 3 years from their date of appointment. However membership can be terminated by the LA using paragraphs 1.5 and 1.6 above.

3.2 Members who have reached the end of their term of office shall be eligible for re-appointment.

4. Vacancies

4.1 When a vacancy occurs, self nomination shall be sought from the representative sector, e.g. if the vacancy is for a primary governor, nominations shall be sought from primary school governors.

4.2 If there is more than one nomination, an election shall be held with those in the representative

sector being able to vote. 4.3 The exceptions to 4.2 is the Secondary non academy representative. This member could be a

head or a governor. Elections should be held by each group. The LA will then choose between the two the main representatives as to who is to be the initial main representative. This will then alternate on an annual basis as the main and the alternate representative or this can be decided on a meeting by meeting basis. There is a requirement that each of them must attend for a minimum of 33% of the meetings during their term of office.

5. Functions

5.1 The Authority will consult the forum annually on the funding formula by:-

• Approving any proposed changes to the schools’ funding formula and the financial effect of any such change. (Consultation shall take place in sufficient time to allow the views expressed to be taken into account in the determination of the authority’s formula and in the initial determination of schools’ budget shares before the beginning of the financial year).

• Approving changes to the LMS formula.

• Agreeing which data elements within the LMS formula should be updated during a multi-year budget period.

• Agreeing arrangements for multi-year budgets.

• Whether or not to allow breaches of the Central Expenditure Limit (CEL) limit.

5.2 The LA shall consult the forum on the terms of any proposed contract for supplies or services to schools. (Consultation shall take place at least one month prior to the issue of any invitations to tender).

5.3 The LA shall consult the forum annually in respect of the Authority’s functions relating to the

schools budget in connection with the following:

• The arrangements to be made for the education of pupils with special educational needs

• Arrangements for the use of pupil referral units and the education of children otherwise than at school

• Arrangements for early years education

• Administrative arrangements for the allocation of central government grants paid to schools via the relevant authority

5.4 The LA may consult the forum on such other matters concerning the funding of schools as it sees fit.

6. Conduct of Meetings

6.1 Meetings will be held at least four times a year. 6.2 The chair and vice chair will be elected at the first meeting in the autumn term. 6.3 The vice chair will act in the absence of the chair. The vice chair will have the same powers as

the chair in relation to the organisation and running of the meetings 6.4 Decisions are taken via a majority vote. In the event of a tie the chair will have the casting vote. 6.5 Each member is entitled to 1 vote (subject to paragraphs 1.1 and 1.2 above). Alternate

members may vote in the place of the specific forum member that they are replacing at a schools forum meeting.

6.6 Alternate members attending meetings as observers may not vote 6.7 The quorum is 40%. The meeting can continue if inquorate but any advice given to the LA as a

result of such a meeting would not have to be taken into account by the Authority.

6.8 The forum may have working groups but any advice formally passed to the LA must be approved by the forum as a whole.

6.9 Members of the forum must make declarations of interest when relevant, for example, when the

forum is considering matters relating to service contracts. 7. Working Groups

7.1 The forum will make use of working groups when carrying out its business. Working groups will identify and discuss matters that need to be taken to the forum for a decision.

7.2 The working groups will be formulated as required and will consist of a mixture of main forum,

alternative forum, observers LA representatives and other specific experts.

7.3 The working groups will have no voting rights or decision making powers, but will provide an advisory role to the main body of the forum.

8. Confidentiality

8.1 Confidential items, such as commercially sensitive information regarding contracts or personal information, should normally be discussed by forum members only.

9. Attendance

9.1 If a member of the forum or their nominated alternative member has not attended for two consecutive meetings the clerk shall contact those members. If their reason for non-attendance is deemed inadequate by the chair then an election should be arranged to replace them.

10. Administration 10.1 The LA will provide a clerk for the meetings of the forum.

10.2 Papers for meetings of the forum will be circulated to members during the week before a meeting, preferably at least 5 working days in advance.

10.3 All papers will be sent electronically by email. 10.4 The minutes and relevant papers of meetings (unless confidential) of the forum will be made

available on the Council website. 10.5 The LA will pay the reasonable expenses of members of the forum.

11. Training

11.1 Any new forum members must receive training from the local authority on finance matters within two months of taking up the position. Regular attendance at other updates will be required. Further updates will be offered by the LA when appropriate. This applies to the main forum members as well as the alternative members.

12. Statutory Instrument

12.1 The constitution and terms of reference should be read in conjunction with the Statutory Instrument number xxx (The Schools Forums (England) Regulations 2012).

1

Report No. ED12046


PART ONE - PUBLIC

Decision Maker: Schools Forum


TITLE: CONSULTATION ON REPLACING RSG LACSEG for 2013/14

Contact Officer: David Bradshaw, Head of Finance Tel: 020 8313 4807 E-mail: [email protected]


Ward: Boroughwide


1.1 This report provides details of the DfE consultation to introduce a new mechanism to distribute Local Authority Central Spend Equivalent Grant (LACSEG) from the current top slice of individual Authorities to a single national formula grant.

________________________________________________________________________________


2.1 The Schools’ Forum is asked to discuss and comment on the proposed responses on the Consultation Response Form that has been prepared and make any amendments.

3. COMMENTARY

3.1 On the 17 July the Department for Education (DfE) issued a consultation on replacing the LACSEG in respect of funding Academies and Local Authorities for the functions that are devolved to Academies. The consultation runs until the 24 September 2012.

3.2 The current funding system was designed when there were fewer Academies and few Authorities with a high proportion of Academy conversions. DfE believe that this is n longer sustainable. Current Local Authority LACSEG rates vary significantly between Authorities and can vary year on year as the rate is dependent on local spending decisions. DfE believes that this leads to uncertainty about how much funding is to be recouped and how much Academies will receive

3.3 DfE wish to simplify the process with a more transparent, simpler and fairer system of funding Academies and Local Authorities for the central education services that they provide.

3.4 The proposal is to replace Local Authority Block LACSEG with a single national grant from DfE.

3.5 The consultation is not asking for opinions on whether or not funding should transfer to DfE, it concentrates on how the transfer will be made

Agenda Item 10

2

3.6 DfE will create a new grant outside of the Dedicated Schools Grant (DSG). They propose to transfer £1.2 billion from the current formula grant funding pot to the DfE. The same amount will be distributed back to Academies and Local Authorities, apart from £12m that relates to funding for newly qualified teachers, which will transfer to the DSG.

3.7 These proposals are building blocks for the development of a national funding formula that DfE hope will simplify arrangements for the future.

3.8 Appendix 1 contains the DfE consultation.

3.9 Appendix 2 contains the draft response which the Schools. Forum is asked to comment upon.



N/A

1

Replacing LACSEG: Funding Academies and local authorities for the functions that devolve to Academies

2

Replacing LACSEG: Funding Academies and local authorities for the functions that devolve to Academies Introduction 1. When a maintained school converts to Academy status, the Academy takes on a much

broader range of responsibilities. This gives Academies greater freedom to secure the right services for their pupils. Academies are responsible for securing or providing a range of education services such as improving school attendance, preparing financial accounts and asset management, whereas local authorities have responsibility for these on behalf of the schools they maintain.

2. The Local Authority Central Spend Equivalent Grant (LACSEG) is paid to Academies to

cover the cost of the services that local authorities provide centrally to maintained schools but which Academies must secure independently.

3. It is right that Academies receive funding for their additional responsibilities on a per-pupil

basis. The current system, however, designed when there were far fewer Academies, is no longer sustainable. The LACSEG rates are prone to significant year-on-year fluctuation within a single local authority and the rates vary starkly across the country. This leads to uncertainty for local authorities about how much money will be recouped and for Academies about how much funding they will receive from one year to the next.

4. The Government is taking steps to address those problems and this consultation sets out

proposals for a simpler, more transparent and fairer system of funding Academies and local authorities for the central education functions that devolve to Academies.

5. The consultation will run for 10 weeks until 24 September 2012. This is less than the

normal 12 week period to enable the Department for Communities and Local Government to confirm final start-up funding allocations for the business rates retention scheme in sufficient time and for the Department for Education to calculate the grants for local authorities and Academies well in advance of the 2013-14 financial year and the 2013/14 academic year. Local authorities should read this document in conjunction with the Department for Communities and Local Government’s consultation on the business rates retention scheme. This can be accessed on the Department for Communities and Local Government website1.

1 www.local.communities.gov.uk/finance/brr/sumcon/index.htm

3

Background

6. When a maintained school converts to Academy status, the Academy becomes responsible for securing a range of education services that the local authority provides centrally to maintained schools. Currently, Academies receive LACSEG funding to cover the cost of those additional responsibilities.

7. Under the existing system, we have to wait for each local authority to tell us how much they

plan to spend on the relevant services for maintained schools before we can calculate an equivalent amount of LACSEG funding for Academies.

8. Local authorities report their planned expenditure for the forthcoming financial year on a

form known as the section 251 budget statement. The section 251 budget statement tells us how much money a local authority plans to spend on education and children’s services in a financial year. We use the expenditure allocated to the education services and functions that devolve to Academies to estimate how much money the local authority would have spent on the Academy had it been a maintained school. This means that different LACSEG rates are calculated each year for Academies in every local authority.

9. Local authorities receive money for the central education services included in LACSEG from

two main sources. Some central education services are paid for by local authorities using money retained from the Dedicated Schools Grant (DSG) which is administered by the Department for Education. The money that Academies receive in lieu of those services is known as Schools Block LACSEG.

10. Local authorities also receive funding for central education services as part of their general

funding, or ‘formula grant’. Formula grant is an un-ringfenced grant paid by the Department for Communities and Local Government and the education element is for all pupils in the local authority area. The money that is paid to Academies to meet the cost of securing the services funded through formula grant is known as LA Block LASCEG.

11. The current system, established when there were far fewer Academies, is no longer

sustainable. The section 251 budget statement was not designed for the purpose of calculating annual funding for Academies. This means that the calculation is not well understood, the LACSEG rates fluctuate significantly each year and the rates vary starkly across the country.

12. From 2013/14, LACSEG will be replaced by simpler and more transparent funding

arrangements. We will achieve this in two ways.

13. In March this year we announced that, from 2013/14, Schools Block LACSEG for Academies will be replaced by additional money in the school budget share. This is because local authorities will be required to delegate the maximum amount of money from the Dedicated Schools Grant straight to maintained schools and Academies. These changes were set out in School funding reform: Next steps towards a fairer system, published in March, and confirmed in June as part of the follow-up announcement School funding reform: Arrangements for 2013-14. Both documents can be accessed on the Department for Education’s website2.

14. This consultation sets out proposals to replace LA Block LACSEG, and the relevant element

of local authority formula grant, with a single national grant from the Department for Education. Moving to a national basis for calculating and distributing this funding to both

2 www.education.gov.uk/schools/adminandfinance/financialmanagement/schoolsrevenuefunding

4

Academies and local authorities will introduce transparency and simplicity. This will give Academies and local authorities greater confidence in the way their funding has been allocated. The Government’s proposals will also help to resolve the double funding that occurs when local authorities continue to receive money for the services and functions that devolve to Academies.

Academies Funding Transfer for 2011-12 and 2012-13

15. Local authorities receive the education element of formula grant for all the pupils in the local authority area and, until 2011-12, no reduction was made for pupils educated in Academies. This meant that local authorities kept the same level of formula grant to fund services for schools, even when they had fewer pupils to support because one or more maintained schools had converted to Academy status. At the 2010 Spending Review, Ministers decided that, in order to address the growing extent of double funding in the system, money should be transferred from formula grant to the Department for Education for 2011-12 and 2012-13. It was considered that continued double funding was indefensible in the public sector financial climate.

16. When this transfer was calculated in December 2010, the Government was only able to

make estimates about the growth in the number of Academies at a national level. This meant that, in order to provide certainty for local authorities about overall levels of funding, the deductions to formula grant for 2011-12 and 2012-13 were made on a pro-rata national basis. An amount was top-sliced from each local authority’s relative needs formula for central education functions according to the proportion of formula grant allocated to that local authority. The top-slice did not reflect the actual number of open Academies in each local authority, nor did it reflect the pattern of growth in Academy numbers which could take place over the following two years.

17. The Government Response to the Consultation on the Academies Funding Transfer for

2011-12 and 2012-13 was published on 17 July. It sets out the steps taken by the Government to ensure that the deductions from local authority formula grant budgets for 2011-12 and 2012-13 better reflect the pattern of Academy provision across the country. A refund will be paid to any local authority where the amount deducted in 2011-12 or 2012-13, was bigger than it would have been had the deduction been based on the number of Academies in the local authority during that financial year. Where the amount deducted was not sufficient, no further recoupment will be made. This is to provide stability in local authority budgets. You can access the Government response to the Academies Funding Transfer consultation on the Department for Education’s website. 3

3www.education.gov.uk/schools/adminandfinance/financialmanagement/schoolsrevenuefunding/financeo

fficernews/a00200594/consultation-on-the-minded-to-decision-for-the-academies-funding-transfer-for-2011-12-and-2012-13

5

Summary of proposals

18. We are proposing to change the way that Academies and local authorities are funded for the central education functions currently included in LA Block LACSEG. The Government has concluded that, from April 2013, the funding for these functions should be transferred from the business rates retention scheme start-up funding allocation to the Department for Education. The Department for Education would then administer and distribute a separate un-ringfenced grant to local authorities and Academies proportionate to the number of pupils for which they are responsible.

19. Moving to a transparent national system would:

· end year-on-year fluctuation in the LACSEG rates within a single local authority;

· end uncertainty for local authorities around recoupment;

· end the very wide variation in the LACSEG rates across the country;

· give Academies greater confidence in, and increased certainty about, the amount of funding they will receive; and

· introduce simplicity, transparency and hugely reduce the scope for error. 20. The central education functions that devolve to Academies and that are currently included in

LA Block LACSEG are grouped into the main headings below:

· Asset management;

· Education welfare service;

· Monitoring national curriculum assessment;

· Music services;

· Outdoor education including environmental and field studies (not sports);

· Premature retirement costs/redundancy costs (new provisions);

· Pupil support;

· School improvement;

· Statutory/regulatory duties;

· Therapies and other health related services; and

· Visual and performing arts (other than music).

21. Under our proposals, the amount deducted from each local authority’s business rates retention start-up funding allocation for 2013-14 would equal the amount paid back for all pupils in the local authority area. This money would then be allocated to Academies and to the local authority proportionate to the number of pupils for which they are responsible.

6

Calculating the amount to be transferred

22. The amount to be transferred to the Department for Education is £1.22 billion in 2013-14 and £1.19 billion in 2014-154.

23. These amounts have been calculated based on total net expenditure on the functions

currently included in LA Block LACSEG, as reported on 2011-12 section 251 budget statements. The 2011-12 top-slice to formula grant of £148 million was added to the total. Basing the transfer on expenditure, and adding back the 2011-12 top-slice, helps to ensure that the amount to be transferred properly reflects the funding required for all pupils in state funded schools in England, including Academies.

24. The 2011-12 section 251 budget statements are the best source of recent information about

the amount spent on the relevant education services by local authorities. At the time the transfer was calculated, the 2012-13 data was not yet available. Moreover, the significant growth in the number of Academies between April 2011 and April 2012 means that, for many local authorities, the 2012-13 section 251 budget statements would not provide a suitable record of expenditure for all schools in the local authority area.

25. The table below sets out how the total amount to be transferred was calculated:

2011-12 section 251 budget statement line Total net

expenditure 2.0.3 Therapies and other health related services £13,412,423 2.1.2 Pupil support £10,220,030 2.1.8 Education welfare service £100,822,151 2.1.9 School improvement £295,250,706 2.2.1 Asset management - education £108,036,370 2.2.3 Music services £24,789,237 2.2.4 Visual and performing arts (other than music) £4,094,122

2.2.5 Outdoor education including environmental and field studies (not sports) £10,610,080

7.0.1 Statutory and regulatory Duties £457,056,999

7.0.2 Premature retirement costs/redundancy costs (new provisions) £69,685,862

7.0.7 Monitoring national curriculum assessment £3,984,955 2011-12 top-slice £148,000,000

Total £1,245,962,936 26. The total amount of £1.25 billion was deflated from 2011-12 to 2013-14 and 2014-15 by the

decrease in national formula grant, forecasted council tax requirement and council tax freeze grant levels. These elements are broadly the equivalent of the old Budget Requirement definition.

4 £1,218,420,146 in 2013-14 and £1,193,117,236 in 2014-15.

7

Higher levels of funding for pupils in special schools/Special Academies and Pupil Referral Units/Alternative Provision Academies

27. As set out when we published the 2012/13 LACSEG rates in February this year, Special Academies and Alternative Provision (AP) Academies currently receive LA Block LACSEG at 4.25 and 3.75 times the amount allocated to Academies in mainstream settings. In order to measure the different levels of per-pupil funding that these institutions require, we compared levels of whole school funding for special schools and Pupil Referral Units (PRUs) with funding for mainstream schools.

28. Many of the functions that this grant is intended to fund relate to staff and premises. These

include asset management, administering pension contribution payments, advising on terms and conditions of non-teaching staff, appointments checks and dismissals, early retirement costs and redundancy payments. Special schools/Academies and PRUs/AP Academies have much higher staffing ratios per pupil, and need more space per pupil, as a result of smaller group sizes and the intensive support they offer.

29. The teacher to pupil ratio in these schools is around four to five times higher than in

mainstream settings. This means that a special school of 100 children, for example, can employ as many adult staff as a mainstream school of 400-500 pupils. Special schools/Special Academies and PRUs/AP Academies are also likely to host a wide range of external professionals, such as therapists, educational psychologists and nurses. This leads to increased overheads and higher staff-related costs.

30. We have analysed the budget data showing the funding provided to special schools and

PRUs over the last three years. This confirmed that, as for 2012/13, we should apply multipliers of 4.25 and 3.75 respectively for special schools/Special Academies and PRUs/AP Academies.

Question 1: Do you agree that a multiplier of 4.25 should be applied for pupils in special schools/Special Academies?

Question 2: Do you agree that a multiplier of 3.75 should be applied for pupils in PRUs/AP Academies?

8

Funding local authorities for the responsibilities that they retain for pupils in Academies

31. Local authorities remain responsible for providing a small number of functions to pupils in

Academies, as well as to pupils in maintained schools. As the number of Academies continues to grow, we expect that local authorities will be able to make higher levels of savings and that the amount of funding required for these responsibilities will reduce accordingly. The responsibilities that stay with the local authority are grouped under three main headings and are set out below:

Education welfare services

Asset management Statutory and regulatory duties

Prosecutions for non-attendance Tracking children missing from education Other statutory duties e.g. child employment

Strategic capital programme planning Management of BSF schemes and PFI contracts Functions in relation to Academy leases

Strategic planning of children’s services including Director of Children’s Services and other statutory/regulatory duties relating to both maintained schools and Academies Planning for education services on an area-wide basis Finance, HR and legal functions relating to central services that do not transfer to Academies Maintenance and development of local school funding formula Standing Advisory Council for Religious Education

32. The Government Response to the Academies Funding Transfer for 2011-12 and 2012-13

was published on 17 July. The Government response confirmed that, in determining how much should have been recouped from each local authority in 2011-12 and 2012-13 as part of the Academies Funding Transfer, we have included only a proportion of the planned expenditure recorded against the three headings above. Excluding some of the money spent under these headings recognises that local authorities retain some responsibilities for pupils in Academies as well as for those in maintained schools. The proportion of expenditure excluded from the calculation of the per-pupil amount to be recouped from each local authority is smaller in 2012-13 than in the calculation for 2011-12. This reflects the expectation that, as local authorities have had longer to adapt to the Academies programme, they are now better able to make savings through changes to the way they provide central education services.

33. In moving to a new national system from 2013-14, we want to ensure that local authorities

9

receive appropriate levels of funding for the responsibilities that they retain for pupils in Academies. That is why, under our proposals, local authorities would receive some of the funding for each pupil in an Academy, as well as for all pupils in maintained schools.

34. Based on the 16 responses received to a survey with all local authorities last summer, we

think that the appropriate per-pupil amount to be distributed directly to local authorities for pupils in Academies is within the range of £8 - £15 for 2013-14. The Government believes that the funding levels set for these responsibilities should incentivise new ways of delivering central services in order to generate savings and maximise the level of funding delegated straight to Academies. £8 per pupil is the average per-pupil amount spent by the five local authorities that reported the lowest levels of expenditure on these responsibilities. £15 per pupil is derived by: excluding the local authorities spending all or none of the money allocated under these three headings on their retained responsibilities; ranking local authorities according to the lowest amount spent; and taking the 75th percentile.

Gathering more evidence about the appropriate amount of funding for retained responsibilities

35. We want to build a more detailed understanding about how much money local authorities are currently spending on pupils in Academies. We would welcome responses from local authorities, maintained schools and Academies about where we should set the per-pupil amount for the responsibilities that local authorities retain for pupils in Academies.

Question 3: Do you agree that a rate of approximately £8 - £15 per pupil is appropriate for the responsibilities that local authorities retain for pupils in Academies?

Area cost adjustment (ACA)

36. We believe that the new grant should be allocated in as clear and transparent a way as possible. This will allow Academies and local authorities to understand how the grant has been calculated and to plan properly for the year ahead. This could be achieved through a single national rate or we could include additional factors.

37. The costs of the central education services included in this grant are likely to be affected by

the salary levels in different areas. Analysis of section 251 budget data, however, showed no link between the amount spent on these functions by local authorities and the general labour market costs for their area. It is therefore not clear from the data we hold whether the salary levels in different parts of the country are a significant factor in determining how much money is needed for these central education services.

38. There are 28 different ACA bandings and, rounded to the nearest pound, this would result in

around 14 different per-pupil rates for Academies and local authorities, depending on where they are in the country. We need to decide whether to apply an ACA or whether to distribute the funding on the same basis to pupils in all areas of the country.

Question 4: Do you think that an ACA should be applied when distributing the grant to Academies and local authorities?

10

Deprivation

39. The Government has always been clear that deprived pupils must attract additional funding. Not only are local authorities required to target higher levels of DSG funding at deprived pupils through revised local funding formulae, we are also investing £2.5 billion in the Pupil Premium over the spending period. We now need to decide whether this new grant for central education services should also be weighted towards deprived pupils.

40. Section 251 budget data shows very varied levels of expenditure by local authorities on the

central education services included in this grant. Moreover, we do not have information about how this money is allocated to different schools within a single local authority, or how spend varies among Academies. It is therefore not clear from the data we hold whether levels of deprivation are a key factor in determining how much money is needed for central education services, and whether it is significantly less expensive to provide or secure these services for schools with fewer deprived pupils.

41. We could identify between 1% and 10% of the total amount of money for this grant and

allocate this separately to deprived pupils. This would reduce the rate for pupils who are not deprived but would increase the rate for pupils who have been eligible for free school meals at any time during the previous six years. The impact on the rates would depend on the proportion of the total funding pot that is identified for deprived pupils.

Question 5: Do you think that a deprivation factor should be applied? Question 6: If a deprivation factor is applied, where between 1% and 10% should we set the proportion of the funding pot to be allocated separately to deprived pupils?

How the funding would be deducted from local authority start-up funding allocations

42. The Department for Communities and Local Government intends to calculate the deduction from each local authority’s business rates retention scheme start up funding allocation for 2013-14 using the same per-pupil rates that the Department for Education will use to allocate the new grant. The total amount of funding deducted from each local authority would then be allocated to the local authority and to all Academies in the area based on the number of pupils for which they are responsible.

43. This means that, under our proposals, the amount deducted from each local authority in

2013-14 would equal the amount paid back for all pupils in the local authority area. For a local authority without any pupils in Academies throughout 2013-14, the amount deducted would equal the amount paid back in the form of a separate un-ringfenced grant from the Department for Education.

44. This approach will ensure that our proposals will have very little impact on the current

funding levels of local authorities without any, or relatively few, pupils in Academies throughout 2013-14.

45. You can find out more about the Government’s proposals for making the transfer of funding

to the Department, and for calculating local authority start-up allocations from 2013-14, in the Department for Communities and Local Government’s consultation on the business rates retention scheme. The consultation closes on 24 September and can be accessed on

11

the Department for Communities and Local Government’s website5.

Question 7: Do you agree that the funding should be deducted from local authorities using the same national rates that we will use to allocate the new grant?

Data used to calculate the rates and to allocate total grant funding to local authorities and Academies

46. We intend to use the October 2012 School Census to calculate the new rates. This will bring the system into line with the Dedicated Schools Grant allocation for 2013-14. Local authorities and Academies will receive a grant according to the number of pupils for which they are responsible, with local authorities also receiving a proportion of the funding for pupils in Academies (see paragraphs 31 – 35).

47. The October 2012 School Census pupil numbers will be used to allocate the grants to local

authorities and Academies. This will include all pupils aged 3-19 in mainstream state funded schools (including maintained schools, Academies and Free Schools)6. Some adjustments will need to be made for certain groups of pupils who cannot be identified from this data set. For schools that convert to Academy status after October 2012, the grant allocation for local authorities will be adjusted accordingly. For Academies that open after the grant is allocated, an adjustment, pro-rated across the financial year, will be made to the monthly payment for that local authority.

48. The 2013-14 rates will be published this winter following the outcome of this consultation.

Draft Academy funding allocations for the 2013/14 academic year will include the total allocation for the new grant. We will also write to local authorities in advance of the 2013-14 financial year setting out the total allocation for the new grant for 2013-14.

49. As the October 2012 School Census data will not be available until December 2012, the

Department for Communities and Local Government intend to use the January 2012 School Census data to illustrate the effect of this transfer in the provisional 2013-14 Local Government Finance Settlement. The final 2013-14 Local Government Finance Settlement will be based on the October 2012 School Census data.

Protecting Academies from significant reductions in funding

50. As we move to a new national system it is important that we do so in a way that does not cause destabilising reductions in Academies’ budgets. As in 2011/12 and 2012/13, the Government is committed to protecting Academies from significant year-on-year reductions in LA Block LACSEG funding. That is why we will put protection arrangements in place so that no Academy will see more than a 10% reduction in its per-pupil LA Block LACSEG allocation in 2013/14 when compared with the previous year. The cost of any protections would not be met from the core funding for this grant or from the DSG. Protection arrangements for Academies would therefore have no impact on the money allocated to local authorities for these functions, or on wider funding for maintained schools.

51. In addition, the recent school funding announcement, School funding reform: Arrangements

for 2013-14, published on 28 June, confirmed that the EFA will calculate and pay Minimum Funding Guarantee (MFG) protections for Academies at -1.5% per pupil. These will be

5 www.local.communities.gov.uk/finance/brr/sumcon/index.htm

6 As is currently the case for both formula grant and LA Block LACSEG, this will not include pupils in 16-19 only

institutions, other than those that are currently, or were formerly, maintained by the local authority.

12

calculated separately to the local authority’s MFG calculations and will compare like-for-like funding paid to Academies in the 2012/13 academic year, including through Schools Block LACSEG, to their 2013/14 school budget share. Any additional cost of these protections will not need to be found from within the local DSG and will therefore have no impact on either the funding allocated to maintained schools or the amount recouped from the local authority.

Transferring the funding for statutory induction into the DSG

52. From September 2012, the induction regulations will change so that teaching schools can act as the ‘appropriate body’ for the induction of newly qualified teachers (NQTs) in maintained schools. The appropriate body monitors and quality assures statutory induction. As set out in the consultation on proposed changes to the statutory induction regulations, which closed on 1 December 2011, the new regulations will also allow appropriate bodies, including local authorities, to charge for their services. Before these changes were proposed, only local authorities could act as the appropriate body for maintained schools. They received funding for this in formula grant under ‘regulatory/statutory duties’. Moreover, local authorities were not able to charge for carrying out this role.

53. In order to allow schools to pay for the services of their preferred appropriate body, the

funding for statutory induction will need to move into the DSG so that it can be delegated directly to all schools through local funding formulae. Based on average costs, and the number of NQTs entering the system each year, we propose that £12 million should be removed from the funding for the new grant and distributed instead through the DSG.

54. This means that the rates used to calculate the deduction from local authorities (see above)

will be slightly higher than the rates used to calculate the total grant to be paid for all pupils in the local authority area. Local authorities will then see a corresponding increase in their DSG allocation.

Question 8: Do you agree that the funding for NQT induction should transfer into the DSG so that it can be delegated to all schools in the school budget share?

Equality Statement

55. In developing these proposals, the Department for Education has considered the impact on protected groups under the 2010 Equality Act. The Equality Act defines the characteristics of nine protected groups. These are: age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion and belief, gender and sexual orientation. We do not believe that the proposals for replacing LA Block LACSEG from 2013-14 will impact on specific protected groups. We have also considered the impact on: pupils in special schools/Special Academies and PRUs/AP Academies; deprived pupils; and pupils in areas of the country with higher labour market costs.

56. The impact on different groups with protected characteristics under the Equality Act will

depend on decisions taken by local authorities and Academies about how the un-ringfenced grant funding should be spent from 2013-14.

57. The Department for Education will take into consideration any additional information which

is provided regarding the potential equality impact of these proposals. Respondents are asked to provide details of any alleged impact on groups with protected characteristics, including relevant evidence, for the Department to consider. Final decisions about how the

13

funding should be distributed will take into account the impact on protected groups under the Equality Act, including any evidence submitted in response to the consultation.

58. A full equality statement has been published by the Department for Communities and Local

Government in respect of the overall proposals for the business rates retention scheme, including transfers into and out of the start-up funding allocation for each local authority. The equality statement can be accessed on the Department for Communities and Local Government website.

14

How to respond

Download a response form at: www.education.gov.uk/aboutdfe/departmentalinformation/consultations Send completed response forms to: Email: [email protected] Sally Duffy Department for Education Mowden Hall Staindrop Road Darlington DL3 9BG The consultation will run for 10 weeks and will close on 24 September 2012.

Additional copies

Additional copies are available electronically and can be downloaded from the Department for Education’s consultation website at: www.education.gov.uk/aboutdfe/departmentalinformation/consultations

Plans for making results public

The results of the consultation and the Department's response will be published on Department for Education’s consultation website this winter.

15

© Crown copyright 2012

You may re-use this information (excluding logos) free of charge in any format or

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This document is also available from our website at:

www.education.gov.uk/aboutdfe/departmentalinformation/consultations.

Replacing LACSEG: Funding Academies and local authorities for

the functions that devolve to Academies

Consultation Response Form

The closing date for this consultation is:

24 September 2012

Your comments must reach us by that date.

THIS FORM IS NOT INTERACTIVE. If you wish to respond electronically please

use the online response facility available on the Department for Education e-

consultation website (http://www.education.gov.uk/consultations).

The information you provide in your response will be subject to the Freedom of

Information Act 2000 and Environmental Information Regulations, which allow public

access to information held by the Department. This does not necessarily mean that

your response can be made available to the public as there are exemptions relating to

information provided in confidence and information to which the Data Protection Act

1998 applies. You may request confidentiality by ticking the box provided, but you

should note that neither this, nor an automatically-generated e-mail confidentiality

statement, will necessarily exclude the public right of access.

Please tick if you want us to keep your response confidential.

Name Andrew Downes

Organisation (if applicable) London Borough of Bromley Schools Forum

Address: C/O Civic Centre, Stockwell Close,

Bromley, BR1 3UH

If you have an enquiry related to the policy content of the consultation you can

email [email protected].

Or call Sally Duffy on 01325 735340 or Olga Bernardo on 0207 340 7685.

If your enquiry is related to the DfE e-consultation website or the consultation process

in general, you can contact the Consultation Unit by e-mail:

[email protected] or by telephone: 0370 000 2288.

Please tick the box that best describes you as a respondent.

Maintained School

Academy

Teacher

Individual Local

Authority X Schools Forum

Local Authority Group

Teacher

Association

Other Trade Union /

Professional Body Early Years Setting

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Association Parent / Carer

Other

If ‘Other’ Please Specify:

Higher levels of funding for pupils in special schools/ Special Academies and Pupil Referral Units (PRUs)/Alternative Provision (AP) Academies

In paragraphs 27 to 30 we discuss the higher staffing ratios per pupil and the need for more space per pupil in special schools/Special Academies and PRUs/AP Academies as a result of smaller group sizes and the intensive support that these institutions offer. In order to measure the different levels of per-pupil funding that these institutions require, we compared levels of whole school funding for special schools and Pupil Referral Units (PRUs) with funding for mainstream schools. This showed that: special schools/Special Academies should receive funding at 4.25 times the amount allocated to pupils in mainstream settings; and PRUs/AP Academies should receive funding at 3.75 times the amount allocated to pupils in mainstream settings. Question 1: Do you agree that a multiplier of 4.25 should be applied for pupils in special schools/Special Academies?

X Yes No

Not Sure

Comments:

Whilst we are in broad agreement with the number it would be useful for the purposes of clarity to have the detail as to how these figures are derived

Question 2: Do you agree that a multiplier of 3.75 should be applied for pupils in PRUs/AP Academies?

X Yes No

Not Sure

Comments:

Whilst we are in broad agreement with the number it would be useful for the purposes of clarity to have the detail as to how these figures are derived

Funding local authorities for the responsibilities that they retain for pupils in Academies

In paragraphs 31 to 35 we talk about the need to provide local authorities with an amount of per-pupil funding for the responsibilities that they retain for pupils in Academies. Under our proposals, between £8 - £15 per pupil in an Academy would be allocated to the local authority and not delegated to Academies.

Question 3: Do you agree that a rate of approximately £8 - £15 per pupil is appropriate for the responsibilities that local authorities retain for pupils in Academies?

Yes X No

Not Sure

Comments:

These figures were based on a small sample of Local Authorities. This is not enough of a sample, or enough detail to base a decision upon.

Area cost adjustment (ACA)

We want to allocate the new grant on a clear and transparent basis. In paragraphs 36 to 38 we consider whether an ACA should be applied. It is not clear from the data we hold whether the salary levels in different parts of the country are a significant factor in determining how much money is needed for these central education services. There are 28 different ACA bandings and, rounded to the nearest pound, this would result in around 14 different per-pupil rates for Academies and local authorities, depending on where they are in the country. We need to decide whether to apply an ACA or whether to distribute the funding on the same basis to pupils in all areas of the country. Question 4: Do you think that an ACA should be applied when distributing the grant to Academies and local authorities?

X Yes No

Not Sure

Comments:

Salary costs constitute a large percentage of the overall costs of education services. A flat national rate will not accurately reflect the amount of costs that are being incurred in some regions of the country. ACA would help to achieve a fairer funding system. The ACA pot would have to be sufficient to meet these needs and the pot size was not addressed in the consultation

Deprivation

In paragraphs 39 to 41 we explain that we need to decide whether the new grant should be weighted towards deprived pupils. Section 251 budget data shows very varied levels of expenditure by local authorities on the central education services included in this grant. It is not clear from the data we hold whether levels of deprivation are a key factor in determining how much money is needed for central education services and whether it is significantly less expensive to provide or secure these services for schools with fewer deprived pupils. We could identify between 1% and 10% of the total amount of money for this grant and allocate this separately to deprived pupils. This would reduce the rate for pupils who are not deprived but increase the rate for pupils who have been eligible for free school meals at any time in the past six years. The impact on the per-pupil rates would depend on the proportion of the total funding pot that is identified for deprived pupils.

Question 5: Do you think that a deprivation factor should be applied?

Yes

No X Not Sure

Comments:

On the basis that deprivation means more resources needed to be committed then a deprivation factor would be required. However for an accurate judgement the amount of funding to be included in the deprivation factor would need to be known.

Question 6: If a deprivation factor is applied, where between 1% and 10% should we set the proportion of the funding pot to be allocated separately to deprived pupils?

Yes

No X Not Sure

Comments:

Without knowing the size of the pot available this cannot be answered accurately. There needs to be details of the size of the pot that would be available and the rationale behind the range of 1% to 10% before a reasoned opinion can be given

How the funding would be deducted from local authority start-up funding allocations In paragraphs 42 to 45 we explain how funding would be deducted from the business rates retention scheme start-up funding allocation for local authorities. Under our proposals, the Department for Communities and Local Government would calculate the deduction from each local authority’s business rates retention scheme start-up funding allocation for 2013-14 using the same per-pupil rates that the Department for Education will use to allocate the new grant. The total amount of funding deducted from each local authority would then be allocated to the local authority and to all Academies in the area based on the number of pupils for which they are responsible. This means that the amount deducted from the start-up funding allocation for each local authority would equal the amount paid back for all pupils in the local authority area. A local authority without any pupils in Academies throughout 2013-14 would have an amount deducted which equals the amount paid back in the form of a separate un-ringfenced grant from the Department for Education. Question 7: Do you agree that the funding should be deducted from local authorities using the same national rates that we will use to allocate the new grant?

Yes X No

Not Sure

Comments:

The use of national funding rates is fundamentally flawed and will penalise Authorities who have embraced the Government’s roll-out of the academies programme.

The reality based on current proposals and existing arrangements is that Bromley will not only continue to receive no funding for any one off costs relating to conversion of schools to academies but will also have significant cuts in funding at the detriment of other key services.

A major issue arises in Bromley and some other local authorities due to the way the funding is calculated based on the national average. This calculation is fundamentally flawed as Bromley has operated on figures well below this average. This means that as more and more schools become academies and are given more than they are currently spending per pupil, there is disproportionately less funding available for Bromley to provide residual services to schools which still fall within the authority’s statutory remit.

The Government have agreed a New Burdens Doctrine which refers to any net additional cost of all new burdens placed on local authorities are “fully and properly funded”. This condition is clearly not met for the following reasons:

(a) The funding reduction does not recognise diseconomies of scale; (b) there is no relationship between the transfer amounts and actual savings to

Bromley from Academy conversion – more money is being taken that will be saved;

(c) The Council still needs to continue to deliver services with maintained schools with inevitable fixed costs;

(d) No funding is provided for one-off costs of academy conversions (cost of legal agreements etc.);

(e) Some savings cannot be released immediately and can only be realised in the medium term.

Bromley has the second lowest level of Formula Grant per head in Outer London, yet has the second lowest Council Tax in London achieved by managing its finances well and keeping costs across services low. This means that Bromley does not have the considerably higher Council Tax levels that other boroughs may have to give them more headroom to compensate for the mismatch in funding as funding is reduced. The proposed system is flawed and does not provide a fair and equitable way to address funding. Bromley is effectively receiving higher funding reductions for embracing the academy agenda and keeping its costs low.

Transferring the funding for statutory induction into the Dedicated Schools Grant (DSG) In paragraphs 52 to 54 we explain that, from September 2012, the induction regulations will change so that teaching schools can act as the ‘appropriate body’ for the induction of newly qualified teachers (NQTs) in maintained schools. The new regulations will also allow appropriate bodies, including local authorities, to charge for their services. In order to allow maintained schools and Academies to pay for the services of their preferred appropriate body, the funding for statutory induction will need to move into the DSG so it can be delegated directly to all schools through local funding formulae. We propose that £12 million should be removed from this new grant and distributed through the DSG. Question 8: Do you agree that the funding for NQT induction should transfer into the DSG so that it can be delegated to all schools in the school budget share?

Yes

No X Not Sure

Comments:

The amount of £12m transferring to DSG may have little effect as this amount spread across all authorities and all schools via their formulas will result in small additional amounts of funding being available. This may mean that Schools will not carry out these functions.

However Schools could amalgamate this funding and work in partnership to achieve this.

The amount of £12m was not quantified and needs more detail attached

Question 9: Have you any further comments?

Comments:

None

Thank you for taking the time to let us have your views. We do not intend to acknowledge individual responses unless you place an 'X' in the box below.

Please acknowledge this reply

Here at the Department for Education we carry out our research on many different topics and consultations. As your views are valuable to us, would it be alright if we were to contact you again from time to time either for research or to send through consultation documents?

X Yes No

All DfE public consultations are required to conform to the following criteria within the Government Code of Practice on Consultation:

Criterion 1: Formal consultation should take place at a stage when there is scope to influence the policy outcome. Criterion 2: Consultations should normally last for at least 12 weeks with consideration given to longer timescales where feasible and sensible. Criterion 3: Consultation documents should be clear about the consultation process, what is being proposed, the scope to influence and the expected costs and benefits of the proposals. Criterion 4: Consultation exercises should be designed to be accessible to, and clearly targeted at, those people the exercise is intended to reach. Criterion 5: Keeping the burden of consultation to a minimum is essential if consultations are to be effective and if consulters’ buy-in to the process is to be obtained. Criterion 6: Consultation responses should be analysed carefully and clear feedback should be provided to participants following the consultation. Criterion 7: Officials running consultations should seek guidance in how to run an effective consultation exercise and share what they have learned from the experience.

If you have any comments on how DfE consultations are conducted, please contact Carole Edge, DfE Consultation Co-ordinator, tel: 01928 738060/ email: [email protected]

Thank you for taking time to respond to this consultation.

Completed questionnaires and other responses should be sent to the address shown below by 24 September 2012.

Send by e-mail to: [email protected]

Send by post to:

Sally Duffy Funding Policy Unit 2nd Floor, Mowden Hall Staindrop Road Darlington, DL3 9BG

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