School Action – Experian Wealth_Poverty index by pptfiles


									                 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

1.1    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;

       Primary                       £0.093
       Middle                        £0.122
       Secondary                     £0.098

       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


      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.

Mainstream schools

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.

Special schools

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
educational needs.

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