DFES SCHOOL FUNDING REVIEW
The following statement describes funding arrangements in Somerset for deprivation
and personalised learning. All elements of the Activity led funding formula used to
distribute budgets to schools have been developed with the full support of the
Schools Forum and specific technical assistance from a small group of school
1. SOCIAL DEPRIVATION FUNDING
1.1 School Action – Experian Wealth/Poverty index
Total Allocation 2006/07 : £5,423,910
School Action funding is designed to support small group and individual pupil
provision for SEN pupils in school, which is additional to and different from
our ’Provision for All’ (as described in the Somerset SEN Framework).
Previously, this funding was based on a combination of FSM data and
Edinburgh Reading Test scores. There was a wide measure of dissatisfaction
with this method of distribution from schools, and they have welcomed the
new emphasis on the targeted deprivation measure as exemplified by the
Experian Wealth/Poverty index. This is based on individual postcodes, and
thus precisely matched to the pupils actually in attendance at the school.
The key argument used to gain school support, has been the evidenced link
between social deprivation and high incidence special educational needs.
The allocation is based on the Experian index score for each school (an
independent measure of social deprivation) which is derived from individual
pupils’ postcode data. The school’s index score is multiplied by the number
of pupils at the school. A weighting is applied (see table below) depending on
the school’s ranking position (relative to other schools in the Authority) and
then multiplied by the unit value.
School 6th to 11th to 25th 26th to 50th 51st to 100th 101st +
ranking 1st to 5th 10th
Weighting 1.75 1.50 1.25 1.00 0.75 0.50
The values per weighted index score are as follows;
Example: A primary school with an index score of 500 and ranked 150th
with 250 pupils, is calculated as follows;
500 index score * 250 pupils * 0.50 weighting = 62,500 Weighted index units
62,500 * £0.093= £5,813
1.2 School Action Plus
Total Allocation 2006/07 : £8,729,716
School Action Plus is our delegated funding route for individual named pupils,
and is designed to:
‘…support school improvement through the targeting of ‘top up’ additional
funding to maintained mainstream schools for (pupils with) severe and
complex needs. This funding supplements resources made available through
Provision for All and School Action.’
Funding is distributed through an audit of evidenced need, and by application
from schools against published criteria. Applications are considered by multi-
professional teams at an Annual Audit. Tariffs from September 2006 will be
based on an analysis of activities linked to quality provision against the DfES
SEN categories, and will range from £1,777 to £13,828 from September
1.3 Remission of Fees:
Total Allocation 2006/07 : £105,092
This factor is allocated using the Experian Wealth/Poverty index (see “School
Action” above) and an allocation per weighted index unit is funded. This is
intended to contribute towards the cost of any residential school visits for
those who cannot afford them.
Value per weighted index unit (primary): £0.0018
Value per weighted index unit (secondary): £0.0019
2. PERSONALISED LEARNING
Total allocation 2006/07 : £1,648,154
Increases in Standards Funds grants for both the primary and secondary
strategies support personalised learning: £563K for primary and £105K for
KS3. These funds have been allocated on the basis of pupils’ prior
attainment to provide booster classes, small group tuition and so on to raise
attainment of those that have fallen behind.
The new SSG Personalisation funding also targets funding to schools with
low prior attainment and on the basis of deprivation.
This is in addition to “school action” funding (detailed above) delegated to
schools on the basis of deprivation measured through a wealth/poverty index.
As all the above are targeted, it was therefore agreed, in consultation with
school representatives, that the DSG funding for personalisation should be
allocated to all schools to be used to co-ordinate personalised learning
provision. This proposal had the full support of the Schools Forum.
The government make it clear that schools must not be double-funded.
Hence, if DSG is used to provide funds for co-ordination and standards fund
for the delivery, there is a clear purpose for each.
This allocation was made on the basis of a per pupil amount to all mainstream
schools and to special schools on a lump sum basis.
In line with the Somerset Activity Led funding model, the allocation was based
on the cost of a higher level teaching assistant working 2.5 hours per week for
each class of 30 from September 2006 and equated to £23.20 per pupil
throughout all mainstream schools, £1,574,770 in total. This allocation
therefore increases for 2007/08 for the full year effect.
For special schools, a lump sum of £9,173 was allocated to each for the
September to March period (£73,384 in total). This will also increase for the
full year effect in 2007/08. The allocation for special schools was linked to
outreach work, topping up each previous allocation to the value of a full-time
teacher’s cost, effectively supporting mainstream schools in addressing the
personalised learning needs of children and young people with special