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									HERTFORDSHIRE COUNTY COUNCIL SCHOOLS FORUM 21 OCTOBER 2009

 

AGENDA ITEM

11

FORMULA CHANGES FOR SPECIAL SCHOOLS AND ESCS Report of the Director of Children, Schools and Families Author: Tel: Executive Member: Simon Pickard 01992 555736 Richard Thake

1. 1.1

Purpose To propose formula modifications and growth in budget shares for the special schools and ESCs.

2. 2.1

Summary It is proposed that the existing Personalisation allowances included in the special school funding formula should be replaced with a set of allocations which mirror the deprivation allowances proposed for mainstream schools. It is proposed that the special schools and ESCs should receive an increase in their lump sum allocations of £4k per school to support their inclusion in the District Support Group processes for mainstream schools. Amendments are proposed to the funding arrangements for upper pay scale costs in special schools and the outreach work of ESCs, accompanied by growth in the amounts delegated. The proposed 2010-11 headroom allocations set out in this report are: £k 113 100 32 30 40 315

2.2

2.3

2.4

Special School Personalisation Special School Lump Sums ESC Lump Sums Special School Threshold ESC Outreach TOTAL

3. 3.1

Recommendations Schools Forum is asked to endorse the proposed special school formula modifications for consultation with all schools, and endorse the 2010-11 headroom allocations set out in this report.

4. 4.1

Background In Hertfordshire it has been routine practice to review selected aspects of the mainstream school funding formulae every year, by means of discussion with Schools Forum and the annual consultation process with schools. This has not been the case with the formula arrangements for special schools and education support centres. New formula arrangements for both the special schools and the ESCs have been put in place recently. Whilst the authority does not anticipate a further need for a wholesale review of these funding arrangements in the foreseeable future, it is important that aspects can be reviewed annually. In addition, school funding allocations are anticipated to be much tighter in future years which may mean that the budget allocation for 2010-11 is the only significant opportunity to introduce changes to funding formulae without causing significant losses for some schools. Substantial changes which are proposed to the Additional and Special Educational Needs allocations in mainstream schools call into question the logic of the Personalisation allocation included in special school budget shares.

4.2

4.3

4.4

5. 5.1

Special School Personalisation The existing Personalisation allocation included in special school budget shares is calculated mainly on the number of pupils on roll at the January termly census, combined with information about registrations for free school meals (FSM). It is proposed to replace this budget heading with the following formula allowances: i) an allocation of £115 per pupil on roll at the January census; plus ii) an allocation of £400 per pupil registered for FSM; plus iii) an allocation of £250 per FSM pupil above 10% of the school roll. In total these formula allocations would require an additional £113k to be allocated to special schools. It is proposed that this should be provided from the 2010-11 headroom. The table below shows gains (and loss) arising from this change based on data from the January 2009 census:
Gain / Loss Loss £0k to £1k Gain £0k to £1k Gain £1k to £2k Gain £2k to £3k Gain £3k to £4k Gain £4k to £5k Gain £5k to £6k Gain £6k to £7k Gain £7k to £8k Gain £8k to £9k Gain £9k to £10k Gain £10k to £11k Schools 1 2 1 5 2 4 2 1 3 2 1 1

5.2

5.3

The allocations based on free school meal registrations would be badged as deprivation funding to illustrate that it is available to help schools meet the impacts of relative deprivation which are not picked up in the band allocation of the pupil. The structure of the proposed deprivation allocations mirrors the deprivation allocations in the mainstream school budget shares. The per-pupil allocation would not however be classified which illustrates that the school can allocate these funds to best meet the needs of pupils.

6. 6.1

Lump Sum The existing predictable needs formula for mainstream schools allocates a lump sum of £1,000 per annum to ensure that a school representative (usually the SENCo) is able to attend termly meetings of a local cluster group of schools to consider pupils proposed for an Exceptional allocation. Those proposals which are recommended by a cluster group go forward to a District Support group, which is a panel of representatives of all constituent clusters, and has the authority to make an Exceptional allocation. At present, special schools and ESCs do not attend such meetings, however it is felt that their presence would bring important new views and clarity to the decision making processes. Therefore it is proposed that the lump sum for special schools and ESCs should be increased alongside a requirement that the special schools and ESCs regularly attend their local District Support Group meetings and play a full and active role. Although each special school and ESC has a geographical District, it is recognised that they may occasionally be asked to attend cluster meetings within the District, or meetings of other District Support Groups. In order to ensure that resources are available to meet such requests, it is proposed to provide an additional £4k as a lump sum to each special school and ESC. It is anticipated that the cost of attending such meetings will usually be less than the increased lump sum allocation, in which event the special school or ESC will be able to apply the resources to any other purpose which can legitimately be supported from their budget share. The cost of this proposal would be £100k for special schools and £32k for ESCs, which is proposed as an allocation of 2010-11 headroom.

6.2

6.3

6.4

6.5

7. 7.1

Pay Progression Funding The funding arrangements for upper pay scale teachers in special schools differ substantially from those in mainstream schools. In mainstream schools there are no funding allocations for teachers on points 2 and 3 of the upper pay scale, the threshold funding allocation of £3,000 per full time equivalent is made for all upper pay scale teacher at the January census. Other resources for upper pay scale costs are chiefly included in the AWPU factors. It remains the expectation of the authority that the DCSF will at some stage remove the option to fund upper pay scale costs on a basis approximating actual costs. If this basis was removed in a single step it would introduce very large fluctuations in the budget shares of individual special schools. Therefore

7.2

it is proposed that the formula allocations should gradually move toward a basis which shares the amount identified for upper pay scale costs between schools in either the banded place values, or per pupil allocations. 7.3 It is proposed that from April 2010 the special school formula allocation for upper pay scale teachers be amended to £3,000 per full time teacher. Based on January 2009 census data this would reduce funding for special schools by £22k. It is proposed to reallocate the £22k released, plus growth of a further £30k, through increasing the per pupil allocation for special schools which ensures that no special school loses funding consequent to this change. The growth of £30k is proposed as an allocation of 2010-11 headroom to special schools, and would add approximately £25 to the per pupil allocation. It is intended that the existing special school formula allocations for UPS2 and UPS3 costs should continue on the present basis for 2010-11. These allocations do not fully meet the additional costs of progressions on the upper pay scale, and some resources are already included in band allocations for these costs. After 2010-11 a process of gradually transferring the resources into general funding would apply.

7.4

8. 8.1

Overall gains for Special Schools As the proposed increases to the lump sum and threshold funding for special schools each result in gains for all special schools, they have not been separately modelled. The table below summarises the overall impact on special school budget shares of all three proposals set out in this paper:
Gain / Loss Gain £0k to £2k Gain £2k to £4k Gain £4k to £6k Gain £6k to £8k Gain £8k to £10k Gain £10k to £12k Gain £12k to £14k Gain £14k to £16k Schools 0 0 3 5 6 6 3 2 25

9. 9.1

ESC Outreach work As indicated at previous meetings of the Forum, it is proposed to allocate growth of £40k from 2010-11 headroom to ESCs in order to further develop their outreach work. As this allocation is not technically included in delegated budget shares, there is no requirement or policy to consult all schools on such an allocation. It is anticipated, but not yet confirmed, that the allocation would be on the basis of a lump sum of £5k to each ESC. In addition Forum may wish to note that the individual arrangement for the Buntingford area may be the subject of a similar request during the January papers relating to the Schools Budget.

9.2


								
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