Agenda and minutes

Schools Funding Forum
Thursday, 20th September, 2018 8.30 am

Venue: CEME

Contact: David Allen  Email: david.allen@havering.gov.uk

Items
No. Item

1.

WELCOME TO NEW MEMBERS, APOLOGIES FOR ABSENCE AND ANNOUNCEMENT OF SUBSTITUTE MEMBERS OR OBSERVERS

To welcome Peter Liddle as the representative of UNISON on the Schools Funding Forum following the resignation of John Giles, Georgina Delmonte who has replaced Malcolm Drakes as head teacher representative from cluster F and Ray Lawrence as representative of the AP Academy.

Minutes:

Apologies for absence were received from Emma Allen (Special Academy), Simon London (Secondary Academy), Gary Pocock (Special Academy), Bernard Gilley (Primary Maintained) and John McGill (NASUWT).

 

Vicky Fackler was in attendance as a substitute for Gary Pocock.

 

Members welcomed Peter Liddle as the representative of UNISON on the Schools Funding Forum following the resignation of John Giles; Georgina Delmonte, who has replaced Malcolm Drakes as head teacher representative from cluster F; and Ray Lawrence as representative of the AP Academy.

 

Joanna Wilkinson declared an interest in that she was the Chair of Success for All Educational trust, which included the Royal Liberty School, Redden Court School and Sanders School.

2.

SCHOOL FORUM MEMBERSHIP

To receive a verbal report.

Minutes:

The Schools Forums (England) Regulations 2012 require that schools’ and academies’ (including free schools) representatives on the forum should be broadly proportionate to the number of pupils in each sector. 

 

The following issues had arisen due to academy conversions and changes in pupil numbers in Havering in each sector:

 

1)    The current membership of the Forum allowed for one primary academy headteacher and one primary academy governor.  Nominations would be sought from academies for a primary academy governor to serve on the Forum.  In the meantime Nigel Emes and David Denchfield would represent primary academies.

2)    There were no maintained secondary schools in the borough, therefore all representatives were from academies.  The number of pupils attending secondary schools required six representatives.  There were already three head teacher members (including one vacancy) so it was proposed that nominations be sought for three academy governors.

3)    John McKernan, representative of Secondary Academies, had not be present at meetings for a significant period of time, therefore the Forum agreed that he be written to advising that his term of appointment had expired and that nominations be sought for a replacement secondary academy governor.

3.

ELECTION OF CHAIR AND VICE CHAIR

To elect a Chair and Vice Chair until the first meeting of the autumn term 2019.

Minutes:

By unanimous agreement it was agreed that Nigel Emes should be elected as Chairman and that Keith Williams should be elected as Vice-Chairman until the first meeting of the Autumn term 2019.

4.

TO AGREE THE MINUTES OF THE MEETING HELD ON 10TH MAY 2018 pdf icon PDF 125 KB

Minutes:

The minutes of the meeting of the Forum held on the 10 May 2018 were agreed as a correct record and signed by the Chairman.

5.

MATTERS ARISING

Minutes:

There were no matters arising from the minutes from the previous meeting which were not covered by items elsewhere on the agenda.

6.

HIGH NEEDS FUNDING FORECAST 2018-19 pdf icon PDF 137 KB

Additional documents:

Minutes:

Members received a report which summarised the forecast expenditure for 2018-19 on high needs pupils and services.

 

Funding in support of the high need provision was funded to local authorities through the High Needs Block of the Dedicated Schools Budget (DSG).  In 2016-17, Havering had increased its High Needs funding by £1.4m from transfers from other funding blocks which was built into the base allocation and in 2018-19, a one off £800,000 was allocated from the DSG underspend from previous years.  A further £279,000 had been allocated to High Needs in 2018-19 from the DSG underspend carried forward from 2017-18. 

 

The forecast expenditure as at September 2018, was for an overspend of £2m against a high needs block DSG allocation of £23.2m.  Havering’s allocation of high needs funding was under pressure each year not only from increasing numbers and complexity of needs, but also from the high cost placements in and out of borough provision.  The insufficiency of funding to local authorities through the DSG High Needs Block was a national issue, with an increasing number of local authorities reporting year end overspends of their High Needs funding.

 

It was explained that the increase in expenditure of £149,000 in In-Borough Post 16 Top up was due to differing programmes of study being offered to those with more complex needs.

 

The estimated expenditure for Alternative Provision was £2,462,000, an increase from £2,303,000 the previous year.  The Olive Alternative Provision (AP) Academy was funded for 64 places, and The Bridge Medical Provision for 20 FTE pupils.

 

In response to questioning, it was confirmed that the expenditure from the Early Years Inclusion Fund had been communicated to the Early Years Provider Reference Group and assurance was provided that future expenditure would continue to be communicated to the group.

 

Concern was expressed that a consequence of the overspend had led to children’s needs not being fully met.  A document was being compiled that sought to set out clearly the local authority’s funding arrangements and expenditure, and the context, highlighting in particular the significant pressure on Children’s Services.  The report would be presented to the Forum and subsequently to the Children and Learning Overview and Scrutiny Committee.  Members agreed to support the report and encouraged other educational establishments to follow suit.

 

The Schools Funding Forum noted the forecast position on High Needs expenditure for the 2018-19 financial year.

7.

SCHOOL AND HIGH NEEDS FUNDING 2019-20 pdf icon PDF 307 KB

Additional documents:

Minutes:

Members received a report which summarised the DFE’s decision on arrangements for funding schools, high needs and central services in 2019-20, the second year of the national funding formula for schools, high needs and central services and considered the likely impact on Havering and any action that might be taken.

 

The indicative funding allocations to Local Authorities were based on the application of the primary and secondary units of funding through the National Funding Formula to October 2017 census data.

 

The provisional National Funding Formula 2019-20 schools block funding was £173,643,254, an increase of £1,434,390 on 2018-19, although this was subject to revision following the introduction of a new formula for Pupil Growth which was likely to disadvantage Havering. 

 

The rates allocation to local authorities through the premises factors was based on the 2017-18 estimates.  Since then, the rates multiplier had increased and there had been several revaluations for expanded schools, for which backdated charges of approximately £230,000 had been received during 2018-19 without the budget to fund them. The Local Authority was in discussion with the Education and Skills Funding Agency on how this and future increased costs were to be funded.

 

In line with the approach and commitments set out last year, three key aspects of the schools national funding formula were being updated in 2019-20:

 

·      Within the schools block, the government would provide for at least a 1% per pupil increase for each school in 2019-20 through the national funding formula compared to their 2017-18 baseline.

·      The minimum per pupil funding levels had increased to £3,500 for all primary schools and £4,800 for all secondary schools.

·      The gains cap had increased so that schools could attract gains of up to 6.09% against their 2017 to 2018 baselines.

 

The following policy changes had been made to the 2019-20 national funding formula:

 

·      Pupil growth funding would be allocated to local authorities on a formulaic basis.

·      The primary low prior attainment factor value had reduced to £1,022 to balance the increase in the cohort.

·      IDACI band C had been slightly increased so that it provided a higher funding rate than band D, with increases of £30 per eligible primary pupil and £45 per eligible secondary pupil.

 

The following changes had been made to the arrangements for calculating local formulas to support local authorities to mirror the national funding formula:

 

·         A new funding floor factor to enable local authorities to mirror the increase of 1% per pupil against 2017 to 2018 baselines.

·         Enabling local authorities to mirror the sparsity taper used in the national funding formula (not applicable to Havering).

·         There was no longer a need to set a weighting for primary low prior attainment because all results had been assessed under the new framework.

·         The authority pro forma tool (APT) cap now had the functionality to vary the capping and scaling to apply the alternative gains gaps used in the national funding formula.

 

The minimum funding guarantee (MFG) for schools would continue and local authorities would continue to have  ...  view the full minutes text for item 7.

8.

CENTRAL SERVICES DSG CENTRALLY RETAINED FUNDING 2019-20 pdf icon PDF 248 KB

Minutes:

Members received a report which sought the Forum’s approval for the central retention of funding from the Designated Schools Grant to continue the support and services as agreed in previous financial years.

 

The Forum agreed the central retention of the budgets in 2019-20 as detailed in the report.

9.

DE-DELEGATION OF FUNDING FROM MAINTAINED SCHOOLS 2019-20 pdf icon PDF 192 KB

Additional documents:

Minutes:

The Forum received a report which sought the approval of the Schools Funding forum for the de-delegation of funding to maintain the provision of a range of central services permitted by the School’s Funding Regulations.

 

The Forum was requested to agree the following services for de-delegation:

 

Contingency for Schools in Financial Difficulty – For 2018-19 the de-delegation per pupil was £11.24 for maintained primary schools and the remaining two secondary schools.  This generated a budget of £207,637. 

The Forum agreed the funding through de-delegation as below:

 

 

Primary

Formula Factor

AWPU

Amount

£11.00

Total

£186,000

 

Attendance and Behaviour – The Forum agreed the funding below which was required through de-delegation from maintained primary schools:

 

Formula Factor

AWPU

FSM

IDACI C

IDACI B

IDACI A

Low Attainment

 

Amount

£2.00

£17.00

£15.00

£45

£300

£9.00

 

Total

£33,758

£33,116

£18,276

£49,927

£1,500

£44,912

£181,489

2018-19

£2.74

£23.63

£47

£0

£490

£9.11

£196,610

 

EAL Service – Members were requested to agree the funding set out as below through de-delegation from maintained primary schools:

 

Formula Factor

EAL 3

Amount

£49.00

Total

£110,000

2018-19

£62.85

 

During discussion, it was felt that schools should have the option of buying into a traded service agreement for the EAL service, as they considered that schools had significant experience in-house and should have the option of purchasing additional support. The service was mainly a traded service, however, de-delegated funding would ensure a continued network and available support team and the economies of scale would allow maintained schools to access support that would otherwise be at a higher cost.  Any underspend would be redistributed back to schools.

 

Members requested that they be provided with costings if the EAL service were a fully traded service and data informing of the extent of the buy-back from academies.  Additional information should be directed to cluster chairs.

 

Free School Meals Eligibility – The Forum agreed the funding below which was required through de-delegation:

 

 

Primary

Formula Factor

FSM

Amount

£9.00

Total

£17,613

 

Insurance - The Forum agreed the funding below which was required through de-delegation from maintained primary schools:

 

Formula Factor

AWPU

Amount

£20.50

Total

£346,000

2018-19

£22.50

 

Maternity Insurance - The Forum agreed the funding below which was required through de-delegation from maintained primary schools:

 

 

Primary

Formula Factor

AWPU

Amount

£26.00

Total

£439,000

 

Trade Union Facility Time – A working group of the Schools Funding Forum had previously considered issues raised in a Department for Education advice and guidance document and made comparisons of costs with other Local Authorities.  The decision was made to reduce the amount of facility time and therefore the costs to schools and academies. 

 

The total funding received from de-delegation and from academies would generate a budget that would determine the total facility time that was allocated to trade unions based on the proportion of their membership.  The proposed funding required through de-delegation was:

 

 

Primary

Formula Factor

AWPU

Amount

£2.50

Total

£42,200

 

The Trade Unions highlighted the increasing operational difficulties due to financial constraints and increased workload. Members agreed that the working  ...  view the full minutes text for item 9.

10.

SCHOOL FINANCING SCHEME pdf icon PDF 145 KB

Minutes:

The Forum received a report which requested representatives of Local Authority Maintained Schools to consider the Schools Financing Scheme for 2018-19.

 

The Forum approved the Schools Financing Scheme for the 2018-19 financial year and for 2019-2020, subject to any directed changes from the Department for Education.

11.

TEACHERS PAY AWARD pdf icon PDF 124 KB

Minutes:

The Forum received a report which anticipated the announcement of the detail following the announcement of the teachers’ pay award for September 2018 including the arrangements for the element of the award that was to be funded from Government grant. 

 

In July 2018, the Department for Education announced an investment of £508 million to fund the 2018 teachers’ pay award.  The pay award was announced as 3.5% for classroom teachers, 2% for those on the upper pay range and 1.5% for those in leadership positions.

 

The Forum noted the arrangements for grant funding the teachers’ pay award.  

12.

BEHAVIOUR AND INCLUSION pdf icon PDF 176 KB

Minutes:

Members received a report which set out the funding that was allocated from the High Needs Block to support pupils with challenging behaviour. 

 

The report recommended that some changes were proposed to the current funding arrangements to reduce the demand on the High Needs Block, to ensure the monitoring of pupils who were currently being home educated, to increase school contributions to placements in alternative provision and to withdraw funding from schools for pupils taken off roll.

 

The Forum asked for all schools to be consulted on the following proposals:

 

       i.    To deduct the AWPU + 10% from schools that remove pupils from their roll following decisions to home educate as set out in 3.1 of the report.

      ii.    To amend the calculation of the contribution of schools who place pupils in alternative provision as set out at 3.2 of the report.

    iii.    To deduct the AWPU + 10% from schools that remove pupils from their roll following permanent placement at The Bridge medical needs provision as set out at 3.3 of the report.

    iv.    To note the charge to schools of £6,000 per term for pupils placed temporarily at the Bridge medical needs provision above its funded place number as set out at 3.3 of the report.

      v.    To support the managed moves process, following successful placements, the Local Authority retains the difference between the value of the AWPU deducted from the exiting school from the start of the 8 week trial period and the funding allocated to the admitting school from the end of the 8 week trial period as set out at 3.4 of the report.

 

13.

ACADEMY CONVERSIONS AND SPONSORS

To note that the following schools have converted to academy status since the last meeting:

 

 

Gaynes

 

 

Loxford Schools Trust

 

1st July

 

 

Sanders

Success For All Educational Trust

 

1st September

 

Hacton Primary

 

Empower Learning Academy Trust

1st September

Dame Tipping Primary

 

 

LIFE Education Trust

 

1st September

 

Minutes:

Members noted that the following schools converted to academy status since the last meeting:

 

Gaynes

 

Loxford Schools Trust

1 July 2018

 

Sanders

Success For All Educational Trust

 

1 September 2018

Hacton Primary

 

Empower Learning Academy Trust

1 September 2018

Dame Tipping Primary

LIFE Education Trust

1 September 2018

 

14.

NEXT MEETINGS

Future meetings have been arranged as follows:

 

8th November

13th December

17th January

7th March

13th June

All meetings to start at 8.30 a.m. at CEME

Minutes:

Future meetings had been arranged as follows:

 

8th November 2018

13th December 2018

17th January 2018

7th March 2019

13th June 2019

 

All meetings to start at 8.30 a.m. at CEME.