time: 4.30pm agenda

South Gloucestershire Council – Schools Forum 18 July 2019

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SCHOOLS FORUM

Date: Thursday 19 September 2019 Time: 4.30pm Place: Room G30, Winterbourne International Academy,

High Street, Winterbourne, BS36 1JL

Distribution

Members of the Committee Rhys Buckley Dave Baker Keith Lawrence (Chair) Penny Chislett Louise Leader Nicky Edwards Sarah Lovell Mark Freeman Pippa Osborne Kim Garland Diane Owen Clare Haughton Lisa Parker Steve Moir Will Roberts Richard Aquilina Carl Lander

Susie Weaver Simon MacSorley

Bernice Webber Malcolm Strange Julia Anwar (Sub) Linda Porter David Jenkins Appropriate Officers Mustafa Salih Hilary Smith Councillors Erica Williams Trevor Jones Director for Children, Adults and Health, Badminton Road Offices, Yate, South Gloucestershire, BS37 5AF

Telephone: (01454) 863253

Enquiries to : Mustafa Salih, Head of Financial Management and Business Support, Telephone (01454) 862548 or E-mail [email protected]

mailto:[email protected]

South Gloucestershire Council – Schools Forum 18 July 2019

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Inspect agendas and public reports five days before the date of the meeting. Inspect agendas, reports and minutes of the Council and all Committees and

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Copy any of the documents mentioned above to which you have a right of access. There is a charge of 15p for each side of A4, subject to a minimum charge of £4.

For further information about this agenda or how the Council works please contact Mustafa Salih (01454) 862548 or e-mail [email protected]

Also see our website www.southglos.gov.uk

EMERGENCY EVACUATION PROCEDURE

In the event of a fire alarm, fire drill or other emergency, signalled by a continuously ringing bell, please leave from the room via the signs marked “Exit”.

OTHER LANGUAGES AND FORMATS This information can be made available in other languages, in large print, Braille or on audio tape. Please phone (01454) 868686 if you need any of these or any other help to access Council services.

mailto:[email protected]

http://www.southglos.gov.uk/

South Gloucestershire Council – Schools Forum

19 September 2019

AGENDA

1 WELCOME AND INTRODUCTIONS 5 mins

2 APOLOGIES FOR ABSENCE 5 mins

3 EVACUATION PROCESS 5 mins

4 ANY OTHER ITEMS THE CHAIR DECIDES ARE URGENT 5 mins

5 MINUTES OF THE MEETING HELD ON 18 JULY 2019 5 mins

6 CHAIR - ELECTION 10 mins

7 SCHOOLS BUDGET CONSULTATION 15 mins

8 PUPIL PROJECTIONS/SEND PLACE PLANNING -

REPORT

10 mins

9 HNWG UPDATE – VERBAL UPDATE 10 mins

10 CONSULTATION UPDATE RESOURCE BASE/ACCESS

CENTRE - REPORT

10 mins

11 INTEGRA UPDATE – POSITIVE OUTCOME WORKING

WITH SCHOOLS IN FINANCIAL DIFFICULTIES - REPORT

10 mins

12 NATIONAL AUDIT FINDINGS – VERBAL UPDATE 5 mins

13 SCHOOLS FORUM FORWARD PLAN 5 mins

14 ANY OTHER BUSINESS 5 mins

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5 | P a g e South Gloucestershire Council – Schools Forum

19 September 2019

Minutes of Additional Meeting held on

Thursday 18th July 2019 Room 0012, Badminton Road Offices, Yate, BS37 5AF

PRESENT:

Dave Baker CEO, Olympus Academy Trust Nicky Edwards Natural Choice Nurseries Mark Freeman Headteacher, St Michael’s Primary School

Kim Garland Headteacher, Brimsham Green Clare Haughton Paige Park Pre-School Keith Lawrence (Chair) Governor, Enable Trust Louise Leader Headteacher, Pathways Learning Centre Jim Lott Governor, The Tynings Sarah Lovell Finance Director, Cabot Learning Federation Susie Weaver Executive Principal, Cabot Learning Federation David Jenkins Governor – Crossways Schools Linda Porter Governor – Watermore School Steve Moir Headteacher – Bradley Stoke Secondary School Erica Williams South Glos. Councillor 1. WELCOME AND INTRODUCTIONS

Attendees were welcomed by the Chair.

2. APOLOGIES FOR ABSENCE

Jo Dent, Cllr Trevor Jones, Pippa Osborne, Diane Owen, Lisa Parker, Bernice Webber

3. EVACUATION PROCESS

The Chair drew attention to the emergency evacuation procedure 4. ANY OTHER ITEMS THE CHAIR DECIDES ARE URGENT

None.

5. MINUTES OF THE MEETING HELD ON 9th MAY 2019

Olveston Primary School, Financial Support Request

Hilary Smith had agreed to follow up the issues and she confirmed that they now have a plan in place.

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19 September 2019

Correction:

The Minutes did not make reference to the additional Schools Forum meeting held on 5th June.

The remainder of the Minutes were accepted as a true record.

6. School Forum Membership Update

There has been quite a bit of recruitment taking place. We have space for 25 members – we should be up to 23 members by September. Still to recruit - 1 Diocese member and 1 Primary Maintained Head. There have been 4 applicants for the 2 Primary Maintained Governor spaces – an election is currently in progress to decide on these positions (closing 6th Sept). Welcome to 3 new members tonight, Steve Moir, Linda Porter, David Jenkins (inductions occurred last week). Thank you to Jo Dent and Jim Lott for their long service on the Forum-tonight is their last meeting. Sub members: Primary Maintained Heads on the Forum need to come up with one person to represent any of them as a group if unable to attend a Forum meeting. Dave Baker, Mustafa, Keith and Stuart to meet prior to these Forum meetings and will be checking the Schools Forum Self-Assessment Toolkit on a regular basis. All forum members were asked to check their membership joining date by ticking the final column or annotating their date – (a copy will be passed around). There have been problems viewing the online docs- this has now been fixed.

7. DSG Outturn Report Caroline Warren went through the report on the Dedicated Schools Grant 2018-9 outturn position and progress against the original 4 year DSG deficit recovery plan.

a. Dedicated Schools Grant (DSG)

The cumulative overspend including the brought forward deficit balance from 2017/18 is £11.646m.

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19 September 2019

b. DSG Funding

The net DSG budget excluding academies and High Needs recoupment is £131.818m.

c. Funding Transfer between Blocks

The DSG is funded from three blocks. The Schools Block, the High Needs Block and the Early Years Block.

There was a funding transfer of £2.900m from the Schools Block to the High Needs Block to support demand led pressures. d. DSG Outturn Position and 4 Year Recovery Plan

In 2016/17 a 4 year DSG deficit recovery plan was agreed by Committee. This made assumptions for the year end position to be breakeven by end of 2020/21. The 2018/19 in year outturn overspend position is £2,212k. It should be noted that the outturn overspend based on the report to Cabinet at the end of 2018/19 is £755k more than the original plan. Although the CAH Department’s work to deliver better efficiencies in SEND spend has seen a positive impact, the original plan for 2018/19 has not been met resulting in the need to review and amend the Plan. An updated DSG Sustainability Plan is currently being produced in collaboration with School Leaders and the Parent Carers Forum through the High Needs Working Group. A provisional plan will be submitted as part of the 2020/21 provisional budget report to Cabinet on 7th October 2019 and will be subject to formal consultation. A final version of the recovery plan will be presented at the 3rd February 2020 Cabinet meeting. e. Schools Block

The Schools Block reported an outturn underspend of £353k. Mainly due to Business Rates, vacancies, Schools In Financial Difficulties and a review of non-staffing planned expenditure.

The Schools in Financial Difficulties underspend will be a commitment against the 2019/20 budget. Schools are awarded a funding allocation which is transferred once costs have been incurred.

f. High Needs Block

The High Needs Block is reporting an in-year outturn overspend of £2.478m. Main pressures are within are Post 16 placements, Statemented Support, Special

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19 September 2019

Schools and Resource Bases including OLA and Pathways Learning Centre (PLC).

g. Early Years Block

The Early Years Block is reporting an in-year outturn overspend of £88k since Quarter 3. This is in line with Schools Forum agreeing to a one-off investment for the Early Years Inclusion Support Funding to providers in 2018-2019.

8. SEND Pilot Intervention Update/Cluster

Kate East attended to update the Schools Forum on progress of phase 1 of the SEND cluster pilot and to discuss phase 2. The Schools Forum was asked to provide a steer on the next steps for the programme. The plans are to extend the pilot to all schools in South Gloucestershire in phase 2.

Summary

Phase 1 of the SEND cluster pilot has been in place from January 2019 to July 2019. There is strong support for the pilot from a range of stakeholders including schools (headteachers and SENCOs), LA officers, parent/carer groups, Clinical Commissioning Group and professionals (e.g. speech and language therapists). Stakeholders are in support of the continuation of phase 1 and the introduction of phase 2 i.e. extension to all other schools across the area. It has proved difficult to provide conclusive impact data as the work of the cluster has not yet had time to embed although there are some ‘green shoots’ demonstrating a positive direction of travel.

Next Steps

A report will be presented to Executive Members following this meeting incorporating the recommendations from the meeting and seeking approval on the next steps for the SEND cluster pilot.

If approved undertake the preparatory work to roll out the cluster model across all schools. It is envisaged that a two phased approach will be adopted:

a) Phase 1 – Continued evaluation of the current model across existing cluster schools (to July 2020)

b) Phase 2 – Introduction of the cluster model to other schools (from Sept 2019). This is likely to involve set up in the first two terms with a go-live at the start of term 3 in January 2020 for the remaining three clusters. It is envisaged that this phase would run until the end of July 2020.

Agreed:

1. Schools Forum are in agreement to work on a phased basis with a January 2020 implementation date as outlined in the report.

2. The link between the High Risk Group (HRG) and the SEND cluster pilot will need more work in order to ensure that the processes for pupils at risk of exclusion are equitable and aligned across the local authority. An interim

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19 September 2019

arrangement was requested for schools that are not yet working in clusters. The Schools Forum recommended that the arrangements outlined in paragraph 55 are implemented and reviewed as part of the pilot.

3. Governances through the Council: Extending the pilot to go to Members for approval and to Cabinet for final decision if the pilot proves effective and is to be made a permanent way of working across South Gloucestershire. The Schools Forum recommend that the pilot is extended as outlined in the report.

4. Terms of Reference: The Cluster Boards are key to secure governance and felt to be really helpful. The Terms of Reference have been slightly changed to ensure greater representation from schools. The Cluster Boards meet at least six times a year (termly). The Schools Forum recommended that they be adopted across the pilot.

9. HNWG Verbal Update

Susie Weaver gave a verbal update on the High Needs Working Group meeting. The Agenda was split between updating the Strategic Plan and feedback on the Resource Base/Access Centre review. Small attendees at the group. The Group will make sure the the HNWG plan is ready for September. SEND support is a challenge and this forms the biggest part of the HNWG plan. Susie also pointed out that there needs to be an overall plan than sits above the HNWG one.

10. Resource Base/Access Centre report

Duane Chappell and Stuart Thomas carried out a second review of the Resource Bases. The review started in November 2018. All Resource Bases/Access Centres were visited and an improvement in attendance and outcomes was seen.

There is enough Building stock – We do not need to build more Provision for

Resource Bases.

But what we do need to do is change the pupil numbers of some provisions

and the Primary need that they serve – Table 27.

All of our current Provisions are well located and most pupils can access a

RB/AC locally – table 14.

Nobody currently in a RB/AC is going to be moved out or have their

provision ended. Any changes that are recommended will be phased over 4-

5 years. Pupils will stay in their current Provision until they naturally move

through.

This is not a cost saving exercise. We are looking at the future demand to

make sure that we are able to serve and meet the needs of South Glos.

children and young people.

We are creating more places – North to help support the pressure on

Mainstream schools.

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19 September 2019

We can also see that there is no Provision in the North of South Glos. – Map

19.

The overall increase in place numbers is +18 after taking the changes to existing Provisions into account.

A full consultation with the public will take place in September and run until October 2019. A second consultation will begin depending on the cabinet decision in January 2020. This will be a good and robust consultation and involve children, young people and their families along with key stakeholders.

Agreed by Schools Forum to go out to public consultation.

11.Proposals for Consultation for Schools and Public Consltation on Setting the

2020/21 Schools Budget

Mustafa Salih said this report showed what our annual schools budget consultation will look like in September and how the deficit occurred.

Key things are Conclusions and recommendations.

The Council proposes to proceed to consult with schools and the public over September to October 2019 on the co-produced DSG Sustainability Plan, including proposals for Resource Bases, and a Block Transfer of 0.5% of the Schools Block (the maximum possible without requiring Secretary of State Approval). This required joined up working through the HNWG and feedback from the Schools Forum.

12. Proposed Response to DfE Call for Evidence on SEND Funding

The DfE are running a Call for Evidence as they have recognised concerns around funding around SEND. There is an online survey which will be sent out to schools tomorrow for completion together with South Glos’ response. The closing date is 31st July 2019.

13. SOUTH GLOUCESTERSHIRE CAMPAIGN FOR BETTER FUNDING – PROPOSED

LETTER

This letter will set out our case and will have to be a joint letter. MS to add to the letter the crisis of the nature of funding and also build into the letter what we have done. It was agreed that there needed to be mention in the letter that all possible efficiency savings have been made and schools were genuinely at financial crisis point.

Agreed: Schools Forum Chair and Deputy Chair to sign the letter. Mustafa Salih to send out Version 2.

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19 September 2019

14. Approval of Future Forum Dates Suggested amendments agreed and noted. Dave Baker has kindly offered for the 19th September 2019 meeting to be held at Winterbourne Academy.

15. Forward Plan Agreed.

16. Any Other Business Change in dates were agreed for May/July 2020.

Meeting closed at 18.12

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19 September 2019

SOUTH GLOUCESTERSHIRE COUNCIL

SCHOOLS FORUM

19th September 2019

Election of Schools Forum Chair and membership update. Purpose of Report 1. The purpose of the report is to ensure that we are complying and following all

membership rules set out by the ESFA.

Background

2. Over the past few months all Forum membership details have been updated and

there has been recruitment into a number of vacant positions.

Any interested Forum members have been asked to self-nominate themselves if

they wish to apply for the position of chair of the Schools Forum by tonight’s

meeting.

Update:

3. Two new members join the forum this evening representing Primary Maintained

Governor’s:

Richard Aquilina from Bailey’s Court Primary

Carl Lander from Hanham Primary Federation

There is only one Primary Maintained Head Vacancy left to fill which is currently

being recruited through the Primary Head’s executive committee.

Malcolm Strange (diocese rep. will start in October 2019). Recruiting a further

member of the Diocese continues to be a problem.

Ballot papers may be distributed this evening to decide on the Forum Chair.

This post will be for a period of 2 years.

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19 September 2019

SCHOOLS BUDGET CONSULTATION To follow

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19 September 2019

Schools Forum September 2019

Pupil Projections (2018 based for 2019 onwards)

Primary: The projections indicate that demand for primary school places across the age range is expected to increase (5.4% over the next 5 years c.1270 children). As in previous years, the pattern of demand is not evenly spread across the 7 planning areas. Demand is projected to marginally increase in schools across Areas 1, 2 and 3, more significant increases are projected in Areas 4, 5 and 6. Demand is expected to remain relatively stable in Area 7. In areas where numbers are expected to increase, there are sufficient places with the exception of planning area 6 (Kingswood and Hanham) where there is a projected deficit of Reception class places. The deficit is more significant in sub planning areas. Growth in the primary phase is sustained. The Area Health Authority data of pre school age children identify a higher pre-school age population feeding through. Last year, the LA recorded a total of 16,100 children aged 0-5 and this year, the figure is 16,500. This means there is a projected increase to the Reception cohort from an average of 3,400 (last year) to an average of 3,600 (this year). The current Year 6 cohort is c 3,300. This compares with the availability (capacity) of a total of just over 3,025 Year 7 places across all secondary schools in South Gloucestershire. This comparison identifies a shortfall of secondary school places overall.

R 1 2 3 4 5 6 Total

3696 -381 2018 3315 3402 3483 3412 3361 3306 3282 23561

3756 -377 2019 3379 3356 3421 3498 3429 3371 3317 23771

3756 -345 2020 3411 3434 3382 3454 3532 3451 3396 24060

3756 -242 2021 3514 3464 3462 3417 3483 3567 3479 24386

3756 -217 2022 3539 3563 3489 3504 3449 3506 3583 24633

3754 -139 2023 3615 3585 3591 3524 3526 3464 3525 24830

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19 September 2019

Thornbury, Charfield and Surrounding Areas

Area 1 Overview

Numbers overall are projected to increase across the planning area. The number of surplus places across the Reception cohort varies over the next 5 years and is equal to between 1-2 classes at various times. There 4 sub areas that make up Planning Area 1 and this reflects the small and rural school character of provision. The scale of new house building in Thornbury is expected to increase demand for primary school places significantly.

Actions (current and planned) to address shortage/excess of places. Include the number of places to be added or removed in each school and by what date.

Work continues to encourage collaborative and partnership working in small and rural schools to help build resilience to low numbers and ensure future financial sustainability. The timing of the need for additional places in Thornbury arising from unplanned new house building is difficult to plan for. It is anticipated that initial yields will be accommodated in existing schools with surplus places and thereafter the Council will implement an expansion of an existing school. The Council will also need to identify land for new school provision. A lack of Section 106 or CIL funding prompts the need for funding from other sources to plan new school places. Land is in short supply in Thornbury.

Please indicate relationship with issues and solutions in other planning areas (including identification of the planning area)

There are a number of housing developments that are in sub-area 1B but these are closer to schools in Area 4.

R 1 2 3 4 5 6 Total

Area 1 405 -66 2018 339 341 336 359 377 375 377 2504

405 -35 2019 370 348 352 342 366 385 383 2546

Initial Offers 405 -40 2020 365 380 359 361 349 375 395 2584

359 405 -69 2021 336 373 391 364 366 358 384 2572

405 -56 2022 349 343 382 399 369 375 365 2582

410 -53 2023 357 355 351 387 404 373 381 2608

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19 September 2019

Yate and Chipping Sodbury

Area 2 Overview

Demand for Reception class places across Area 2 is more stable than that reported in previous years. There is a marginal increase in demand overall. Surplus places in the Reception cohort are between 1-3 forms of entry at different times between now and 2023.


The LA will continue to monitor and review the demand for places and in particular will ensure every effort is made to communicate with schools and other partners about possible late applications for admission to reception. The impact of new housing development set out in the Core Strategy generates the requirement for new school provision in this area. The Council will review its requirements in line with changes to the type of dwellings, the mix and build-out schedule for each development. The site investigations for the first new primary school are underway.


The Council has facilitated a review of rural/small schools to ensure that schools remain sustainable and accessible to local communities though more work is required to ensure that schools work in collaboration.

R 1 2 3 4 5 6 Total

Area 2 560 -45 2018 515 493 563 514 491 497 492 3565

560 -53 2019 507 522 493 565 513 491 502 3593

Initial Offers 560 -89 2020 471 518 527 499 570 517 500 3602

494 560 -26 2021 534 480 521 533 503 576 526 3673

560 -55 2022 505 539 483 526 537 506 580 3676

548 -22 2023 526 511 540 487 526 538 511 3639

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19 September 2019

Frampton Cotterell and Hambrook

Area 3 Overview

Pupil place planning across Area 3 has proven difficult in recent years. Parental preference forms part of the volatility in demand for places though demand is projected to be relatively stable in this plan period. Numbers are small and slight decreases have a greater impact on some small schools. Surplus places are concentrated in schools mainly in sub area 3C but this has been addressed by reducing the PAN of one school as explained below.


The admission number of one school has been decreased to better reflect the local demand for school places. The decrease will be implemented in September 2019. At the same time, there are plans to rebuild the school at 1FE. This reflects that the building is beyond economic repair. The expansion of Watermore Primary School is currently underway and is planned for completion in the autumn 2019. Frenchay will be enlarged and is planned for completion in February 2021.


The impact of new development on school place provision will be over a number of years. The number of pupils yielded from new housing at Charlton Hayes, Harry Stoke, Land East of Coldharbour Lane and Frenchay (c. 2000 primary age pupils) indicates the need for the equivalent of 5 new primary schools across schools in Areas 3 and 4.

R 1 2 3 4 5 6 Total

Area 3 230 -5 2018 225 241 238 248 244 210 227 1633

230 -6 2019 224 230 244 242 252 246 212 1650

Initial Offers 230 -6 2020 224 229 233 247 248 254 248 1683

213 230 -29 2021 201 229 231 236 253 251 254 1655

230 6 2022 236 208 231 236 242 254 252 1659

245 -16 2023 229 243 211 237 242 244 254 1660

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19 September 2019

Bradley Stoke, Filton and Patchway

Area 4

Overview

Growth is sustained year on year across the age range though there are surplus places in the Reception cohort. Surpluses tend to be concentrated mainly in sub areas 4A and 4C and fluctuate between 1.5 – 2.5 classes.


The impact of new development on school place provision will be over a number of years and new schools are planned to accommodate increased demand. OAT has approved a reduction to the published admission numbrt sy Stoke Lodge Primary School from 90 to 60. Demand for places in the last two years across the area has been low compared with future years. The new school at Charlton Hayes, Charlton Wood Primary School, will open in September 2019 to serve children generated by the development. The school is full with 60 in Reception and 27 applications for Year 1. The Council will plan new school provision according to build-out schedules and trigger dates for each development while ensuring sustainability of existing schools. Analysis of the pupil yield and parental preferences indicate all Reception class children are all resident on the newly developed land.


A very small minority of children in Filton seek places in Bristol in favour of their local South Gloucestershire school. There is some minor overlap in parental preference for schools in Frenchay, Winterbourne and across schools in Area 5.

R 1 2 3 4 5 6 Total

Area 4 825 -78 2018 747 788 776 792 778 775 728 5384

885 -124 2019 761 748 789 779 791 779 774 5421

Initial Offers 885 -76 2020 809 768 753 797 785 794 782 5488

695 885 -53 2021 832 820 779 767 803 796 801 5598

885 -60 2022 825 843 833 797 776 813 805 5692

890 -40 2023 850 836 858 849 809 787 823 5812

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19 September 2019

Emersons Green, Mangotsfield and Kingswood North

Area 5

Overview

The projections indicate that Reception class cohort will average at around 540. Numbers overall are projected to increase by 12% to 2023 (c. 400 children). Surplus capacity across the Reception cohort is estimated to vary between 0.5 – 1 classes from 2020 onwards. Numbers do not include the impact of new housebuilding at Lyde Green. A second oprimary school is planned within this plan period.


Monitor demand for places particularly in schools serving small communities. An all through school is planned to serve the development at Lyde Green. This will create a second primary school for the development which will be part Section 106 funded.. There is a current negotiation in respect of the site for new school provision and it is likely that Sponsor trusts will submit a bid under Wave 14 to reflect that the secondary phase provides for both the development and basic need.


Historical patterns of parental preferences indicate children are fairly self-contained within the large Area of Prime Responsibility (APR) for schools in planning area 5 (with the exception of the new Lyde Green Primary school which sits outside of the APR and has some children attending from Downend in Area 4). Pressure for places is greater for schools which sit close to the Bristol border. In year movers to schools in area 5 maybe referred to surplus places in schools in Area 4.

R 1 2 3 4 5 6 Total

Area 5 570 -80 2018 490 526 521 512 471 466 479 3465

570 -41 2019 529 501 533 527 517 469 466 3542

Initial Offers 570 -26 2020 544 542 507 540 531 519 471 3654

519 570 -13 2021 557 556 549 514 545 533 524 3778

570 -27 2022 543 569 560 555 519 546 534 3826

555 7 2023 562 552 572 565 555 518 548 3872

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19 September 2019

Kingswood and Hanham

Area 6 Overview

Sustained growth is projected across this planning area representing a 5% increase by 2023 (c. 240 children). The Reception cohort is projected to increase and reach a deficit by 2022. The sub area projections identify deficits in schools close to the Bristol border and schools across Kingswood which is equal to between 1-2 forms of entry. Demand is variable and some school surpluses mask the extent of the overall deficit in these sub areas. Surpluses are mainly concentrated in one or two schools. New housing development in Kingswood and Hanham is made-up of a scattering of small infill developments which continue to impact on the demand for places.


Plans for the provision of a new free school to serve the area as part of the Free Schools Programme (Wave 13) has received approval. The Council will ensure there is ongoing scrutiny of numbers and patterns of preference across the area as part of a future assessment of demand likely to be required as part of the Wave 13 approval. The Council is currently working with specialist school headteachers across all areas to increase the availability of places.

R 1 2 3 4 5 6 Total

Area 6 705 -60 2018 645 655 686 628 612 615 613 4454

705 -71 2019 634 651 654 680 627 613 611 4470

Initial Offers 705 -53 2020 652 640 650 651 681 628 611 4513

629 705 -24 2021 681 658 637 648 651 683 626 4584

705 6 2022 711 686 655 634 647 651 679 4663

705 9 2023 714 716 685 652 632 645 648 4692

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19 September 2019

Area 7 Longwell Green, Cadbury Heath and Surrounding Areas

Area 7

Overview

Demand is expected to remain stable in schools across the area to 2023. There is between 1-2 classes of surplus places in the Reception cohort at various times.


Keep area under review for fluctuations in demand for places. The Council is currently working with specialist school headteachers across all areas to increase the availability of places.


R 1 2 3 4 5 6 Total

Area 7 401 -47 2018 354 358 363 359 388 368 366 2556

401 -47 2019 354 356 356 363 363 388 369 2549

Initial Offers 401 -55 2020 346 357 353 359 368 364 389 2536

348 401 -28 2021 373 348 354 355 362 370 364 2526

401 -31 2022 370 375 345 357 359 361 368 2535

401 -24 2023 377 372 374 347 358 359 360 2547

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19 September 2019

Secondary Pupil Projections Based on the current Year 6 cohort (3,300), there are more children transferring to the secondary phase than there are secondary school places (3,025). This means that there is an overall deficit of Year 7 places in South Gloucestershire. The projections to the period 2024 indicate that demand for secondary school places in South Gloucestershire is expected to increase across all 5 planning groups with an overall increase of 16% (2160 children). The most significant increase is projected across Group 4 schools covering Winterbourne, Downend and Mangotsfield, followed by schools in Groups 5 and 3. A deficit of places is projected across planning groups 4 and 5 and places are in short supply in group 3 with a deficit in future years. Increases to admission levels have been agreed in previous years to accommodate increased numbers in the short term, though the Council requires (as a minimum) a new 6FE secondary school to accommodate the demand going forward. Across South Gloucestershire, sixth form numbers on roll are relatively low reflecting lower numbers at Key Stage 4 but also reflecting preferences for post 16 provision offered by a range of other providers and in neighbouring areas. The strategic review of the provision and organisation of sixth form places has made slow progress but all partners are on board and are in support.

11 12 13 14 15 16 17 Total 11-15 P16

-374 2018 2651 2613 2623 2556 2574 1137 1077 15231 13017 2214

-167 2019 2858 2668 2620 2633 2573 1148 1090 15590 13352 2238

-128 2020 2897 2862 2676 2626 2640 1144 1101 15946 13701 2245

-60 2021 2965 2906 2872 2679 2633 1173 1097 16325 14055 2270

13 2022 3038 2969 2914 2879 2684 1170 1125 16779 14484 2295

106 2023 3131 3042 2981 2921 2887 1194 1120 17276 14962 2314

56 2024 3081 3135 3052 2987 2929 1284 1147 17615 15184 2431

20 2025 3045 3085 3145 3059 2995 1302 1229 17860 15329 2531

93 2026 3118 3050 3093 3151 3067 1331 1248 18058 15479 2579

121 2027 3146 3127 3062 3099 3161 1364 1276 18235 15595 2640

210 2028 3235 3150 3135 3069 3108 1402 1307 18406 15697 2709

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19 September 2019

The Castle and Marlwood

1. Demand for school places in the two schools across the Planning Area is projected to increase by 10.6% to 2024 (approx. 185 children aged 11-15). Demand for Year 7 places averages around 400 for the foreseeable future. The Year 6 cohort feeding through in future years indicates that the current capital project across the CSET schools in this area should make provision for 14 forms of entry across the planning area. This is equivalent to 420 Year 7 places. The Council assesses that demand arising from new housebuilding in the longer term will require a total of 16 forms of entry across the planning area.


Monitor the impact of new housebuilding on the demand for school places. Progress with the major capital scheme of investment across the CSET school sites in this area.


Some children travel to attend a school in Thornbury who are resident in Filton and Patchway (schools in Groups 3). This pattern of preference is changing as the pressure for places increases and local schools in Group 3 are included as first preferences. The pattern of preference may also change in future years as children generated by new house building in Thornbury will have priority of admission based on distance. Historical admission patterns show that children living in Charfield and surrounding areas typically state a first preference for a school in Gloucestershire. For some, this is their geographically closest school, for others their geographically closest school is in Yate (a Group 2 school). The movement of children to Yate is not significant.

11 12 13 14 15 16 17 Total 11-15 P16

Area 1 -127 2018 353 332 357 359 344 156 156 2057 1745 312

-107 2019 373 352 333 344 358 159 141 2060 1760 300

AN: -102 2020 378 370 353 318 341 164 148 2072 1760 312

480 -94 2021 386 376 371 338 316 158 152 2097 1787 310

Offers: -84 2022 396 383 377 357 336 146 146 2141 1849 292

372 -72 2023 408 393 384 362 355 155 135 2192 1902 290

-79 2024 401 405 394 370 360 163 143 2236 1930 306

-83 2025 397 398 406 380 368 166 152 2267 1949 318

-73 2026 407 394 399 392 378 169 154 2293 1970 323

-70 2027 410 405 396 385 390 174 158 2318 1986 332

-58 2028 422 407 406 381 383 180 162 2341 1999 342

8


19 September 2019

Brimsham Green, Chipping Sodbury and Yate Academy

2. By 2024, children in the 11-15 age range are projected to increase by 17% on 2018 numbers (c.340 children). Demand for Year 7 places is projected to increase by 15% to 2024 (equal to two classes of 30 children). Surpluses are spread across two of the 3 schools in the area and are currently equal to two classes reducing to one class by 2023. The Post 16 projections show an increase from 2024 onwards. New house building in the area will increase the demand for secondary school places in the longer term. It is planned that initially secondary school age children yielded by the new development will be accommodated in existing schools.


Monitor demand for school places.


Children living in Chipping Sodbury and surrounding areas tend to state preferences for the local school in Gloucestershire.

Area 2

11 12 13 14 15 16 17 Total 11-15 P16

-97 2018 413 426 405 418 368 166 144 2340 2030 310

AN: -

69 2019 441 425 431 398 418 165 132 2410 2113 297

510 -

63 2020 447 451 430 423 395 183 136 2465 2146 319

Offers: -

53 2021 457 458 456 422 420 173 151 2537 2213 324

437 -

42 2022 468 467 462 448 418 184 145 2592 2263 329

-

27 2023 483 478 472 454 446 184 153 2670 2333 337

-

34 2024 476 493 483 464 452 201 155 2724 2368 356

-

40 2025 470 486 498 475 462 204 164 2759 2391 368

-

29 2026 481 480 491 490 473 209 167 2791 2415 376

-

25 2027 485 492 485 483 488 214 171 2818 2433 385

-

11 2028 499 495 496 477 481 220 175 2843 2448 395

8


19 September 2019

Bradley Stoke, Abbeywood and Patchway

3.

Children in the 11-15 age group are projected to increase by 16% by 2024 (an increase on 2018 numbers of c.380 children). Across the Year 7 cohort there is a minor deficit of places projected from 2023 and currently demand for places is equal to the supply of places. There are three schools included within this planning group (excluding the UTC). Two of the three schools are popular oversubscribed schools and surplus places tend to be concentrated in one school. Some families seek alternative provision out of area. This reflects a perceived inequity of the secondary school offer across this planning area which is characterised by a school building in need of major capital investment. Pressure for places across the area has resulted in increased referrals to the undersubscribed school though it is uncertain whether these referrals will hold/appear on roll at the start of the academic year. As the pressure for places increases in neighbouring areas/neighbouring authorities, it is more likely that future referrals will hold in future years. In this event, the projected deficit will be realised in this area. At the same time, pressure for places arises from new house building growth and in the absence of a Section 106 contribution there is a shortfall in capital funding. The Council will need to identify funding for this purpose. Any proposal to increase the availability of places at popular and successful schools is likely to be at the detriment of the undersubscribed school and therefore a review of provision is necessary across the area to develop a sustainable plan. Numbers at Post 16 children increase annually representing an increase of 12% on current figures in 2023 (c.60 children).


Review provision across the area to ensure all schools remain viable while at the same time increasing the availability of places where possible (though this is limited). This is a complex task and reflects that the quality and condition of school buildings which varies considerably across the area. A creative school organisation solution is required to secure the longer term sustainability of all schools. The Council will continue to work with local MATs to develop a longer term strategy for the provision of sufficient places arising from basic need, changing admission patterns and new house building growth. Investment in the existing school estate is is critical in any proposal for change.


Historical admission patterns identify a movement of some Year 7 children to attend school in Thornbury (group 1) and to independent provision. Only a handful of families expressed preferences to attend the new secondary school in Bristol.

Area 3 11 12 13 14 15 16 17 Total 11-15 P16

-78 2018 462 454 447 476 523 226 264 2852 2362 490

AN: -41 2019 499 466 453 494 475 283 213 2883 2387 496

540 -34 2020 506 500 465 501 492 249 277 2990 2464 526

Offers: -22 2021 518 508 500 512 498 264 239 3039 2536 503

547 -9 2022 531 519 507 548 508 266 254 3133 2613 520

8 2023 548 532 519 556 544 272 256 3227 2699 528

-2 2024 538 549 532 567 553 286 262 3287 2739 548

-8 2025 532 539 549 580 563 289 275 3327 2763 564

8


19 September 2019

5 2026 545 533 539 596 576 296 279 3364 2789 575

10 2027 550 547 533 585 593 302 283 3393 2808 585

25 2028 565 551 546 582 583 309 290 3426 2827 599

Area 4 Bradley Stoke, Winterbourne, Downend, Mangotsfield and King’s Oak

4.

Projections for the 11-15 age range show year-on-year increases in numbers and by 2024 demand is 19% higher than in 2018 (representing an increase of c. 800 children). This is the Council’s highest growth area and accounts for 38% of the overall growth in demand for secondary school places in South Gloucestershire. Demand for Year 7 places is projected to increase by 14% on current numbers representing an increase of c.130 children by 2024. A deficit of places projected in each year from 2019 onwards. The deficit is expected to increase and is equivalent to 4 forms of entry by 2024. New permanent school provision is required in this area to meet basic need and at the same time provide sufficient places arising from new house building growth. A part S106 contribution has been secured to meet the need generated by new house building at Lyde Green though this will be insufficient to meet basic need. Land has been secured as part of the Section 106 Agreement.


Based on the pupil projections and the yield from new housing, there is a requirement to provide a minimum of an additional 6FE (900 secondary school places). This comprises 3FE to meet basic need (450 places) and 3FE arising from new house building growth (a further 450 places). The longer term pupil projections indicate demand for a larger school with 6FE arising from basic need alone. It will be prudent to provide flexibility in the design for a future expansion. It is proposed that this will form part of the Free School Programme – Wave 14. The Council has worked successfully with MATs to increase the availability of Year 7 places in recent years at existing schools. Further increases will be required though MATs indicate that permanent increases cannot be sustained.


Given the interaction or admissions and preferences between schools in Planning Groups 4 and 5, the Council will seek to increase the availability of places based on the total projections for all schools in both areas. The new school planned at Lyde Green is critical in meeting this demand. The total number of children resident across the planning group exceeds the current availability of places. The pattern of admission preferences for 2019 indicate that approx. 130 children state preferences for schools out of area.

8


19 September 2019

Area 4 11 12 13 14 15 16 17 Total 11-15 P16

-13 2018 917 869 898 801 779 219 214 4697 4264 433

AN: 40 2019 970 920 874 865 806 242 213 4890 4435 455

930 54 2020 984 969 926 839 868 262 237 5085 4586 499

Offers: 77 2021 1007 985 975 891 842 279 259 5238 4700 538

917 102 2022 1032 1006 991 940 893 267 274 5403 4862 541

132 2023 1062 1031 1014 956 945 289 262 5559 5008 551

116 2024 1046 1061 1037 978 959 310 284 5675 5081 594

103 2025 1033 1045 1067 1002 982 315 308 5752 5129 623

128 2026 1058 1033 1050 1032 1007 322 313 5815 5180 635

138 2027 1068 1059 1040 1016 1037 331 321 5872 5220 652

169 2028 1099 1067 1065 1005 1019 340 330 5925 5255 670

Sir Bernard Lovell, Hanham and John Cabot Academy

5.

Demand for places across the 11-15 age range is projected to increase to 2024 and represent an increase of 17% (c. 450 children) from 2018. There is a deficit of places from 2019 onwards equivalent to just over a class of 30 and rising to just under 3 classes in future years. Sixth form numbers are projected to decrease and return to 2018 levels in 2026.


The Council has agreed bulge classes with MATs though this does not provide a permanent solution. New school provision north of the planning group will help provide sufficient provision in the medium term. Monitor progress of new neighbourhood development across the area/impact on demand for school places.


As stated above - Given the interaction or admissions and preferences between schools in Planning Groups 4 and 5, the Council will seek to increase the availability of places based on the total projections for all schools in both areas. The new school planned at Lyde Green is critical in meeting this demand in the medium term though additional places are required in the longer term.

8


19 September 2019

Area 5 11 12 13 14 15 16 17 Total 11-15 P16

-59 2018 506 532 516 502 560 370 299 3285 2616 669

AN: 10 2019 575 505 529 532 516 299 391 3347 2657 690

565 17 2020 582 572 502 545 544 286 303 3334 2745 589

Offers: 32 2021 597 579 570 516 557 299 296 3414 2819 595

571 46 2022 611 594 577 586 529 307 306 3510 2897 613

65 2023 630 608 592 593 597 294 314 3628 3020 608

55 2024 620 627 606 608 605 324 303 3693 3066 627

48 2025 613 617 625 622 620 328 330 3755 3097 658

62 2026 627 610 614 641 633 335 335 3795 3125 670

68 2027 633 624 608 630 653 343 343 3834 3148 686

85 2028 650 630 622 624 642 353 350 3871 3168 703

8


19 September 2019

Schools Forum September 2019

SEND Pupil Projections (EHCPs) SEND Pupil Projections (using current incidence rates) Table 1 shows the current projections for children with an ECHP.

Table 1

2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026

-2 Pre-School

Age 11 11 11 11 11 12 12 12 12 12 12

-1 Pre-School

Age 31 31 32 32 32 33 33 33 34 34 34

0 Reception 82 80 80 80 81 83 84 86 84 84 85

1 Year 1 85 87 85 83 85 86 88 89 88 89 89

2 Year 2 91 93 95 92 91 93 94 97 96 97 98

3 Year 3 85 87 89 90 88 87 90 90 91 92 93

4 Year 4 102 102 105 105 108 106 105 108 106 109 111

5 Year 5 109 116 117 117 120 124 121 120 123 121 124

6 Year 6 109 113 121 118 121 124 128 126 128 128 125

7 Year 7 105 106 109 112 113 116 119 122 120 119 122

8 Year 8 112 117 117 115 123 125 128 131 135 133 131

9 Year 9 120 119 124 119 122 131 133 136 139 143 141

10 Year 10 98 103 102 102 102 104 112 113 116 119 122

11 Year 11 138 136 143 138 142 141 144 155 157 161 164

12 Post 16 111 105 103 108 108 108 108 108 108 108 108

13 Post 16 114 108 101 100 105 104 108 109 113 120 121

14 Post 19 66 89 84 79 78 82 81 85 85 88 94

15 Post 19 35 63 84 80 75 74 78 77 80 81 84

16 Post 19 18 33 60 80 76 71 70 74 73 76 77

17 Post 19 12 14 26 46 63 59 56 55 58 57 60

18 Post 19 4 9 11 20 36 49 46 43 43 45 45

19 Post 19 2 3 7 9 16 28 38 36 34 33 35

20 Post 19 1 2 2 6 7 12 22 30 28 26 26

Total 1641 1726 1808 1842 1902 1954 1998 2034 2050 2075 2100 Source: 0-25 Education Data Dashboard 2018S

8


19 September 2019

Pupil Projections by phase Table 2 shows that there will be a 28% increase in need placed on the High Needs block over the next 8 years. Table 2

2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 No.

Increase %

Pre-school 42 42 43 43 43 45 45 45 46 46 46 4 10

Growth 0 1 0 0 2 0 0 1 0 0

2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 No.

Increase %

Primary 663 678 691 685 694 704 710 715 715 719 725 62 9

15 12 -6 9 10 7 4 0 5 6

2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 No.

Increase %

Secondary 573 580 595 586 602 617 635 657 667 674 681 108 19

7 15 -9 16 15 18 22 10 7 6

2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 No.

Increase %

P16 225 212 204 208 213 212 217 217 221 229 229 4 2

-13 -8 4 5 -1 4 1 4 8 0

2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 No.

Increase %

P19 138 213 275 320 350 376 391 399 401 407 419 281 204

75 62 45 30 26 15 8 1 6 13

2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 No.

Increase %

Total 1641 1726 1808 1842 1902 1954 1998 2034 2050 2075 2100 459 28

85 83 34 60 52 44 36 16 25 25 Source: 0-25 Education Data Dashboard 2018S

Key points:

Under identifying SEN Support, over identifying EHCP’s.

200% increase in number of students Post 19 with EHCP’s.

40% of plans are turned down.

Rate of increase in number of EHCP’s is declining below National/South West

Average.

8


19 September 2019

Growth by Type of Need (Basic Need) by 2026 Table 3 shows the most significant areas of need will be within Mainstream Schools, FE colleges and Special Schools. The vast majority of learners are identified with the following types of need:

Autism Spectrum Disorder (ASD)

Speech, Language and Communication Needs (SLCN)

Moderate Learning Difficulties (MLD)

Table 3

ASD HI MLD MSI PD PMLD SEMH SLCN SLD SPLD VI Other Total

AP 9 0 1 0 1 0 10 0 0 0 0 0 22

EHE 10 0 8 0 1 0 4 3 3 0 0 0 28

FE college 72 13 63 0 10 0 41 35 12 4 1 0 250

Independent school 5 0 4 0 4 0 10 1 1 4 1 0 31

Independent special school 49 8 1 0 6 8 6 5 8 4 1 1 97

Independent specialist

college 19 0 10 0 6 0 3 5 14 1 0 0 59

Mainstream 178 22 119 0 70 0 131 214 10 10 14 13 781

OLA Mainstream 9 1 8 0 5 0 9 6 1 0 1 0 41

OLA Special school 6 6 1 0 9 5 13 0 3 0 0 0 44

OTH 5 0 4 1 1 0 9 0 1 0 1 1 24

Pre-school 6 0 1 0 9 0 0 17 4 0 0 0 37

PRU 0 0 1 0 0 0 0 0 0 0 0 0 1

RB 72 15 3 0 15 0 5 40 0 0 6 0 156

SG Special 118 0 97 4 33 22 67 56 120 5 4 0 526

SU 0 0 0 0 0 0 4 0 0 0 0 0 4

Total 558 65 321 5 173 35 311 381 177 28 31 15 2100 Source: 0-25 Education Data Dashboard 2018S

9


19 September 2019

HIGH NEEDS WORKING GROUP – VERBAL UPDATE FROM SUSIE WEAVER

10


19 September 2019


SCHOOLS FORUM

19th September 2019

Schools Forum Constitution update Purpose of Report 4. The purpose of the report is:

To keep Forum members updated on the developments since the publications of the Resource Base/Access Centre Review at the last Schools Forum meeting.

Background 5. The Local Authority undertook a review of all Resource Base/Access Centre

provision between December 2018 and April 2019. The aim of the review was to ensure that South Gloucestershire is able to accommodate and meet the current and future needs of children and young people within the county who have SEND (Special Educational Need and/or Disabilities).

Update 6.

End of July -Toby Savage met with parents from Emersons Green at the Village Hall. Following feedback all questionnaires originally sent to Parent/Carers before their schools Resource Base/Access Centre review were re-sent. The return rate to date is 25 out of 100 questionnaires. All responses about the current provision provided by South Glos. Resource Bases/Access Centres is positive.

8th August – Elective Members and Senior Leaders from SGC met with the Parent/Carer Forum and representatives from Charborough Road RB, Emersons Green RB, Chipping Sodbury.

9th August - Senior Leaders from the Local Authority met with Governors and parents from Emerson’s Green.

22nd August – Emersons Green Protesters outside the Council offices with an item on ITV news. Facebook page gathers momentum – 5000 signatures.

Engagement Events organised and invites sent out on 5th September to all Resource Base/Access Centre schools inviting parent/carers and interested stakeholders to attend:

Date 5-7pm Host School Guest schools

16th Sept Abbeywood Charborough Road, Hanham Secondary

23rd Sept Brimsham Yate Academy, Chipping Sodbury

10


19 September 2019

30th Sept Blackhorse Emersons, Lyde Green

TBC TBC Castle, Christ the King

Proposed timeline

Links to webpages: www.southglos.gov.uk/sendsurvey www.southglos.gov.uk/sendengagement

http://www.southglos.gov.uk/sendsurvey

http://www.southglos.gov.uk/sendengagement

11


19 September 2019


SCHOOLS FORUM

19th September 2019

Integra Update – Outcomes of Working with Schools in Financial Difficulty (SIFD) in 2018/19 and planned activity for 2019/20

1. Purpose of Report

The purpose of the report is: To highlight the work of the Integra, Schools Finance Team with schools identified as being in financial difficulty in 2018/19. Report the criteria that has been agreed and applied to identify schools as SiFD in 2019/20 and the planned activity for 2019/20 work. The report includes proposals to ensure that the LA complies with both the South Gloucestershire Financial Regulations for Schools and Scheme for Financing of Schools in respect of licensing deficits.

2. Background

2.1 It was identified that following the separation of the statutory and traded (Integra) Schools Finance teams there was a lack of resource to carry out the Council’s statutory duty with regards to the Scheme for Financing of Schools. With increasing financial challenges and the rising number of schools who had either submitted an in year deficit and/or projecting significant future deficits it was agreed that an SiFD management group would be established to agree the annual criteria for the identification of SiFD schools and to direct and monitor the outcomes of the SiFD work undertaken by Integra, Schools Finance. This was formalised through a service level agreement (SLA) in 2018/19 between CAH and Integra.

2.2 SiFD extract from SLA: Identification of Schools in Financial Difficulty (SiFD), taking action to support and challenge those schools to ensure robust recovery plans are in place and monitoring to ensure they are being actioned on direction of Corporate Finance.

3. Criteria for selection of 2018/19 SiFD schools

3.1 The following criteria was used in 2018/19 to identify schools considered in financial difficulty.

https://www.southglos.gov.uk/education-and-learning/schools-and-education/financing-schools/scheme-for-the-financing-of-schools/


11


19 September 2019

Group 1 Deficit budget submitted 2018/2019

Group 2 <£7,000 balance submitted 2018/2019

Group 3 Reducing balances over 3 years

3.2 Some schools met more than one criteria resulting in the following 21 schools

being identified as being in financial difficulty in 2018/19.

SiFD Schools 18/19

Abbotswood Primary School Olveston VC Primary School

Bromley Heath Infant School Our Lady of Lourdes VA Primary School

Chipping Sodbury VC Secondary School Rangeworthy VC Primary School

Christ the King VA Primary School Samuel White's Infant School

Christchurch VC Primary School St Augustine's VA Primary School

Coniston Primary School St Paul's VA Primary School

Emersons Green Primary School St Stephen's Infant School

Frampton Cotterell VC Primary School The Alexander Hosea Primary School

Hanham Abbot's Junior School Tortworth VC Primary School

Manor VC Primary School Tyndale Primary School

Oldbury-on-Severn VC Primary School

3.3 Each school (with the exception of Chipping Sodbury) received a letter in

December 2018 confirming that they had been identified as an SiFD school with a request to submit to Corporate Finance a provisional recovery plan. The plan to include appropriate narrative detailing the actions to be taken to address the deficit by beginning of February 2019. Schools were provided with up to one day of funded support from a Schools Finance Officer (SFO).

Each School received a visit from their SFO early in the Spring term. 3.4 Below is an example of documentation produced by the SFO to aid with

supporting and challenging the SiFD schools:

Summary table (see below) of the last 3 years of submitted budget, revised budget and actual out-turn balances with things to consider and useful websites listed.

Summary of last 3 years Civica reports showing budgets V Actuals and notes of any variances.

Example benchmarking data with other schools (nationally), based on the number of children and similar SEN % from https://schools-financial-benchmarking.service.gov.uk

Example efficiency data with other schools (nationally), based on pupil progress, pupil intake and funding per pupil and similar SEN % from https://www.gov.uk/government/publications/schools-financial-efficiency-metric-tool

https://schools-financial-benchmarking.service.gov.uk/

https://schools-financial-benchmarking.service.gov.uk/

https://www.gov.uk/government/publications/schools-financial-efficiency-metric-tool

https://www.gov.uk/government/publications/schools-financial-efficiency-metric-tool

11


19 September 2019

2016/2017 2017/2018 2018/2019 2019/2020 2020/2021

B/F balance from previous year

£16,529 £32,988 £37,187

Approved budget (cumulative c/fwd)

£14,310 £11,793 £3 (£46,371) (£98,973)

In year surplus/(deficit)

(£2,219) (£21,195) (£37,187) (£46,374) (£52,502)

Approved revised budget (cumulative c/fwd)

£2,315 £25,021 £15,991

Actual c/fwd outturn at year end

£32,988 £37,187

4. Outcomes

4.1 Summary table of the 2018/19 SiFD schools 2018/19 SiFD Schools 2018/19

Submitted Budget

2018/19 Cfwd (£)

£ Difference from Submitted

to outturn

Abbotswood Primary School -£4,681 £7,291 £11,972

Bromley Heath Infant School £5,951 £53,121 £47,170

Chipping Sodbury VC Secondary School -£1,020,437 -£931,660 £88,777

Christ the King VA Primary School £3 £26,338 £26,335

Christchurch VC Primary School £2,729 £58,534 £55,805

Coniston Primary School £5,262 £16,862 £11,600

Emersons Green Primary School -£49,389 -£68,845 -£19,456

Frampton Cotterell VC Primary School -£14,181 -£20,109 -£5,928

Hanham Abbot's Junior School £904 £182,508 £181,604

Manor VC Primary School £5,986 £42,993 £37,007

Oldbury-on-Severn VC Primary School £45 £18,109 £18,064

Olveston VC Primary School £60 -£60,325 -£60,385

Our Lady of Lourdes VA Primary School £5,981 £23,805 £17,824

Rangeworthy VC Primary School -£21,446 -£13,785 £7,661

Samuel White's Infant School £220 £95,332 £95,112

St Augustine's VA Primary School £114 -£8,852 -£8,966

St Paul's VA Primary School £5,857 £3,342 -£2,515

St Stephen's Infant School -£27,345 -£9,229 £18,116

The Alexander Hosea Primary School £28,709 £60,020 £31,311

Tortworth VC Primary School -£44,871 -£33,225 £11,646

11


19 September 2019

Tyndale Primary School £165 £53,616 £53,451

Total (exclude Chipping Sodbury) -£99,927 £427,502 £527,429

4.2 Positive outcomes resulting from SIFD work:

16 of the 18/19 SiFD schools improved their position from budget submission to outturn. 13 of these ended with a surplus Cfwd.

The total projected outturn of 18/19 SiFD schools budget submissions was -£99,927. The actual outturn was much improved to £427,502. Overall improvement was £527,429. These figures exclude Chipping Sodbury.

Of the SiFD schools identified in 18/19, 10 have submitted a 2019/20 budget with a cumulative cfwd greater than £7,000 which was a key SiFD risk indicator to identify them in 2018/19.

4.3 2018/19 SIFD schools 2019/20 budget submission

School Name Submitted Cumulative Balance 2019/20 (£)

Abbotswood Primary School £12,097

Bromley Heath Infant School £40,244

Chipping Sodbury VC Secondary School -£578,870

Christ the King VA Primary School £32

Christchurch VC Primary School £70,875

Coniston Primary School -£44,680

Emersons Green Primary School -£11,976

Frampton Cotterell VC Primary School £8,649

Hanham Abbot's Junior School £61,286

Manor VC Primary School £27,829

Oldbury-on-Severn VC Primary School £23

Olveston VC Primary School -£74,517

Our Lady of Lourdes VA Primary School -£3,550

Rangeworthy VC Primary School £10,189

Samuel White's Infant School £30,937

St Augustine's VA Primary School -£57,311

St Paul's VA Primary School £125

St Stephen's Infant School £7,833

The Alexander Hosea Primary School -£13,767

Tortworth VC Primary School -£113,208

Tyndale Primary School £58,704

11


19 September 2019

13 of the SIFD schools have submitted a positive cumulative budget balance

for 2019/20, however some of these are exceedingly small.

The following 4 schools (Emersons Green in 2017/18, Hanham Abbots,

Samuel Whites and Abbotswood in 2018/19) received severance payments

as a result of financial difficulty and staff restructures totalling £137,000.

5. SiFD 2019/20

5.1 SiFD Criteria and Schools 2019/20

The management group agreed the following criteria to identify 2019/20 SiFD schools: 5.2 Criteria & Key Indicators

Outturn 19/20 %Bfwd

used Reducing balances

red <£0 75% Projected reduction in yr 2 & yr 3

amber <£10,000 50% Projected reduction in yr 3

pale green >=£10k and <£50k < 50% Positive balances projected

dark green >£50k < 0%

5.3 Main changes to 19/20 criteria:

Cumulative bfwd 18/19 less than £7k changed to less than £10k in 2019/20;

Additional green shading to highlight schools with significant surplus

balances;

No longer using staffing costs % of total income;

New shading for reducing balances.

5.4 SiFD Schools 2019/20

As a result the following 24 schools have been identified as SiFD for 2019/20, some schools meet more than one of the above criteria.

School Name

Bowsland Green Primary School Parkwall Primary School

Chipping Sodbury VC Secondary School Pucklechurch VC Primary School

Christ the King VA Primary School Raysfield Infant School

Christ Church VC Junior School Raysfield Junior School

11


19 September 2019

Coniston Primary School St Anne's VC Primary School

Elm Park Primary School St Augustine's VA Primary School

Hawkesbury VC Primary School St Paul's VA Primary School

Marshfield VC Primary School St Peter's Primary School

Old Sodbury VC Primary School St Stephen's Infant School

Oldbury-on-Severn VC Primary School The Alexander Hosea Primary School

Olveston VC Primary School The Park Primary School

Our Lady of Lourdes VA Primary School Tortworth VC Primary School

5.5 Schools with 3 year deficit submissions (2019/20, 2020/21, 2021/22)

School Name SiFD - Year

Submitted Cumulative budget outturn 2019/20

(£)

Chipping Sodbury VC Secondary School 18/19 -£578,870

Coniston Primary School 18/19 -£44,680

Hawkesbury VC Primary School 19/20 -£3,446

Olveston VC Primary School 18/19 -£74,517

Our Lady of Lourdes VA Primary School 18/19 -£3,550

Parkwall Primary School 19/20 -£85,981

Raysfield Infant School 19/20 -£17,579

St Anne's VC Primary School 19/20 -£35,759

St Peter's Primary School 19/20 -£43,846

The Alexander Hosea Primary School 18/19 -£13,767

The Park Primary School 19/20 -£20,573

Tortworth VC Primary School 18/19 -£113,208

12 schools submitted an in year deficit budget for 2019/20 and the following 2 years.

6 of these were 2018/19 SIFD schools (not achieved recovery over 3 years):

Chipping Sodbury – have a longer period to eliminate their deficit and are currently on track;

Coniston – Staffing uncertainties – now resolved, will be expected to revisit recovery plan and submit new plan;

Olveston –applied and Corporate Finance have approved a 4 year period to bring budget to balance, made an unsuccessful funding application to Schools Forum;

11


19 September 2019

Our Lady of Lourdes – submitted a 1 year plan and narrative to Corporate Finance explaining their rationale for only submitting a 1 year plan which did not show recovery;

The Alexander Hosea – improved 2018/19 outturn by £31k compared to budget, however have used 100% of bfwd in addition to in year overspend of £13k;

Tortworth – recovery plan based primarily on achieving planned pupil numbers. Have communicated with Corporate Finance, made an unsuccessful funding application to Schools Forum and have received a DfE funded Schools Management Resource Advsior (SMRA) visit for additional advice and submitted (report not yet available).

5.6 Some schools to note

Tortworth, Parkwall, and Olveston all had deficit 19/20 Bfwd and have

submitted deficit cumulative budgets for the next 3 years;

Hawkesbury, Our Lady of Lourdes, Raysfield Infants, Coniston, St Anne’s,

Alexander Hosea and St Peter’s had positive 19/20 Bfwds but have used

100% of this and have still submitted deficit cumulative budgets for the next 3

years;

The Park and Parkwall are part of a Federation now both schools projecting

deficits for the next 3 years. Both had significant 18/19 overspends – the Park

£106k and Parkwall £75k.

5.7 Schools with outturns less than 75% of 18/19 submitted budget

School Name 2018/19 Submitted Budget

£ Difference from Submitted to outturn

Bowsland Green Primary School £43,505 -£36,127

Gillingstool Primary School £35,387 -£32,923

Olveston VC Primary School £60 -£60,385

Parkwall Primary School £41,939 -£74,544

St Augustine's VA Primary School £114 -£8,966

The Park Primary School £41,070 -£106,441

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5.8 Schools with 19/20 balanced budgets but deficit in 20/21 & 21/22

School Name

Submitted Cumulative Balance 2019/20 (£)

Projected Cumulative Balance 2020/21 (as per submitted) (£)

Projected Cumulative Balance 2021/22 (as per submitted) (£)

Bowsland Green Primary School

£3,367 -£46,431 -£87,963

Christ Church VC Junior School

£2,324 -£33,083 -£76,765

Elm Park Primary School £3,861 -£107,093 -£291,401

Marshfield VC Primary School £2,052 -£63,758 -£177,394

Old Sodbury VC Primary School

£6,376 -£23,208 -£52,740

Pucklechurch VC Primary School

£4 -£69,726 -£122,661

Raysfield Junior School £9,760 -£74,584 -£163,639

5.9 SFO – planned activity

Schools requesting a licenced deficit for the first time in 2019/20 - the SFO will examine all documentation submitted to Corporate Finance for accuracy and challenge the rationale, reasonableness and the viability of the recovery plan.

Schools who were SiFD in 18/19 and remain SiFD in 19/20 the SFO’s will establish:

o Was the projected outturn as set out in the 18/19 recovery achieved; o Are they on track to achieve the 19/20 outturn, if not, why not; o Support with preparation with a new recovery plan if required.

Schools with a balanced budget in 19/20 but deficits going forward (not previously SiFD in 2018/19) in future years will support and challenge these schools to ensure robust recovery plans are in place and monitoring to ensure they are being actioned on direction of Corporate Finance.

6. Recommendations:

To ensure that the LA complies fully with the South Gloucestershire Financial Regulations for Schools and Scheme for Financing of Schools in respect of licensing deficits.

A report compiled by Integra, Schools Finance or presentation to the SiFD management group in early spring. The content will include the outcomes of the activities set out above. The content will be used by the management


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group to inform a recommendation to approve or decline the request for a licence deficit.

The requests for licensed deficits will be considered jointly by the Chief Financial Officer and the Director for Children, Adults and Health. Schools will be notified of the outcome in writing.

The SiFD management group to add further rigour and challenge to schools will include in their monitoring compliance with the following elements of the Financial Regulations for Schools:

1.22 - Where surplus balances are expected to exceed 15% Governing Bodies must include within their budget submission a report on the use that the school intends to make of surplus balances. Balances exceeding 15% may be reviewed by the Schools Forum; 1.28 - Report any substantial deviations from budget to the Director for Children, Adults and Health without delay (although a baseline for substantial would need to be determined and this could only be monitored at revised budget and year end).

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SCHOOLS FORUM

19th September 2019 National Audit Office Findings Verbal update – Duane Chappell 1. The purpose of this update:

Inform Forum members of the finding of the National Audit Office visit on 1st April 2019.

Background 2. The visit was part of a small number of visits to local authorities for their value for

money examination on “Supporting pupils with special educational needs and

disabilities”.

Evidence Presented to Forum (section 8):

https://www.southglos.gov.uk/documents/Schools-Forum-Agenda-and-Papers-

for-9may19.pdf

National Audit Findings are attached with Forum papers

https://www.southglos.gov.uk/documents/Schools-Forum-Agenda-and-Papers-for-9may19.pdf

https://www.southglos.gov.uk/documents/Schools-Forum-Agenda-and-Papers-for-9may19.pdf

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SCHOOLS FORUM FORWARD PLAN

24TH October 2019 @ 4.30

Room 0012, Badminton Road Offices

28th November 2019 @ 4.30


23rd January 2020 @ 4.30


26th March 2010 @ 4.30

Venue to be confirmed

14th May 2020 @ 4.30


9th July 2020 @ 4.30


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ANY OTHER BUSINESS

time: 4.30pm agenda

Documents