Funding Formula 2008-11

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					   Result of Consultation with Schools and Proposed Changes to
                   Funding Formula for 2008-11

A new three year school funding cycle begins on 1st April 2008 and from that date
until 31st March 2011 no structural changes can be made to a local authority’s school
funding formula. Following discussion with the Schools Forum, schools were
consulted on 6 key areas.

51 responses were received and the breakdown by sector was:
      Nursery:           3
      Primary:           42
      Secondary:         5
      Union (NASUWT) 1

RESULTS                    Yes      %      No      %      No     %           Result
Issue                                                   Opinion
Swimming Pools –          20/51    39.2   19/51    37.3   12/51 23.5      Not
removing additional                                                       conclusive
energy entitlement
Index of Multiple         24/51    47.1   20/51    39.2     7/51 13.7     Not
deprivation to replace                                                    conclusive
Free School Meals in
parts of AEN formula
Mobility – new method     37/51    72.6   10/51    19.6     4/51 7.8      Majority in
of calculating level of                                                   favour
Mobility – directly       40/51    78.4    5/51     9.8     6/51 11.8     Majority in
related to level of                                                       favour
mobility – not a fixed
‘stepped’ amount
NQT – funding all         30/51    58.8   14/51    27.5     7/51 13.7     Majority in
allocated at beginning                                                    favour
of year
Safeguarding –            40/51    78.4    4/51     7.8     7/51 13.7     Majority in
schools to make                                                           favour
retrospective claims

Free Entitlement –        Intro-    %     Intro-   %        No      %
change to funding         duce            duce             Pref-
pupils not places           in              in            erence
                           2008            2009
All schools               16/51    31.3    24/51   47.1    11/51 21.6     Greater
                                                                          for 2009
Primary & Nursery         14/45    31.1   24/45    53.3     7/45 15.6     Greater
schools only                                                              preference
                                                                          for 2009
Swimming Pools
Proposal -To remove the swimming pool factor for all mainstream schools with
pools and re-distribute the money to primary and junior schools with Key Stage 2
pupils, with effect from 1 April 2008. The special school allowance for a pool would
remain but would be added to the special school basic entitlement.

There has been much concern expressed by schools with pools on the effect of this
change and the result of the consultation is not conclusive.

The Schools Forum agreed not to proceed with this change.

Additional Educational Needs (AEN) and the Index of Multiple
Deprivation (IMD)
Proposal - To replace the prior attainment proxy based on free schools meals with a
combination of 60% Income Deprivation Affecting Children Index (IDACI) and 40%
Free School Meals (FSM) for all primary, infant and junior schools. The ‘per pupil
safety net’ would be removed. The changes would be phased in with 50% of the
effect applied to 2008/9 and the whole effect in 2009/10.

There was no overall majority in favour of using IDACI and many schools, especially
those in the EiC group felt strongly there should be no change.

The Schools Forum agreed not to proceed with this change.

Proposal: that a new method of calculating mobility using the January census is
adopted which only identifies pupils as mobile if they have arrived in school as a
casual admission in the last 4 or 5 terms, and that schools are funded on a non-
stepped basis. This is intended to ensure that schools are funded in a way that is
relevant to their most recent circumstances and ‘cliff edges’ in funding are removed.
Schools were asked two questions -
           a. School mobility should be calculated only on those children who joined
              the school on a casual basis in the current and previous academic
           b. Schools should be funded in direct proportion to their mobility rather
              than on a ‘stepped’ basis?
There was a clear majority in favour in response to both questions.

The Schools Forum agreed that the change will be introduced from April 2008.

Newly Qualified Teachers (NQTs)
Proposal - In order to simplify the process and to ensure schools receive all funding
at the beginning of the financial year it is proposed to fund each school with £3,000
per NQT on the staff in the preceding January. This would mean that no
contingency would be needed. No adjustments would be made, so a school might
sometimes be under or over funded depending on when NQTs joined and left, but
this more relaxed approach would be balanced with a reduction in the current high
level of bureaucracy and the ability of schools to plan their induction programmes for
the whole year. The same NQT would not be funded more than once.

Some local authorities have abandoned the NQT factor from their funding formulae
and distribute the money to all schools through the AWPU. It is not proposed to
abolish the factor but it is intended to freeze the rate at which NQTs are funded for

73% were in favour or had no opinion on this change.

The Schools Forum agreed that this will be introduced from 2008/09.

Salary Safeguarding and Special Leave
Proposal - that in order to remove unfairness in the current system, schools are no
longer funded in advance for salary safeguarding and special leave. Instead schools
will be asked to claim at the end of each financial year for the cost of these
agreements based on the actual costs of employing the member of staff. Funding
will be paid to the school in the following financial year. As the amounts are generally
small, schools should be able to manage this deferred funding.

There was a clear majority in favour.

The Schools Forum agreed that this change will be introduced from April 2008.

Funding for Nursery classes and schools (Free Entitlement)
Proposal - to remove the supplement for 25 hour places and to fund by pupil
numbers rather than places by 2010/11 from 2008 or defer until 2009.

Schools were asked if, in order to move towards funding a full 12½ (later 15) hour
free entitlement for every 3 and 4 year old, they would prefer the removal of the full-
time supplement and the change to pupil funding to be phased in over 3 years from
2008 or two years from 2009.

53% of primaries/nurseries were in favour of bringing in the new funding
arrangements from 2009, where as only 31% were in favour of 2008.

The Schools Forum agreed that the new funding scheme is implemented from

Use of Earmarked Funds

From 2008/9 Barnet will receive an additional £2,148,000 for personalisation and
£1,284,000 for ‘pockets of deprivation’. There was no time to consult schools but the
method of distribution was discussed with the Schools Forum in January 2008.
In previous years the money for personalised learning was distributed through the
AEN formula, but this time the DCSF states that the new money is intended for all
pupils. Distributing the funding via the Age Weighted Pupil Unit gives an addition of
about £51 per pupil. This is simple and meets the Government’s requirements.

The Schools Forum agreed to distribute additional Personalisation funds via
the AWPU from 2008/9 to 2010/11.

Pockets of Deprivation
This money was allocated to Barnet in recognition of the pockets of deprivation in the

The Schools Forum agreed to distribute ‘Pockets of Deprivation’ funds using pupil
numbers weighted by the school’s Income Deprivation Affecting Children Index
(IDACI) score linked to the postcodes of children on roll. This recognises relative
levels of deprivation and helps schools for whom free school meal numbers do not
necessarily represent parents’ financial standing.