1. School Funding Reform – Next Steps Implications for Gloucestershire Schools and Academies Stewart King, Lead Commissioner for Education and Skills

2. Aims Summarise DfE proposals Assess implications for: – Schools – Academy status – Local authorities Work out next steps

3. Headlines No national funding formula yet No re-distribution between areas Simplification of LA formulae (37 factors to 10) Delegation of central budgets and contingencies Same formula for schools and academies (but …) and no more LACSEG (but ….) Minimum Funding Guarantee continues

4. School funding – direction of travel

5. The issues Funding formula for mainstream schools Central budgets and contingencies Pupil Referral Units Special schools and centres

6. Minimum Funding Guarantee -1.5% per pupil 2013/14 and 2014/15 Unclear thereafter Applies to special schools But major implications for individual schools over the medium term

7. Dedicated Schools Grant 2013/14 Flat cash per pupil Still ring-fenced grant 3 blocks: – Schools (all delegated but can de-delegate) £333m – Early Years £20m – High Needs £24m

8. Formula funding for mainstream schools (1) Allowable formula factors Factor Used in current Glos formula? Issues Pupil allocation yes Deprivation yes Looked After Children no Low cost, high incidence SEN yes EAL no Lump sum yes Split sites yes Rates yes Private Finance Initiative no London fringe costs no

9. Formula funding for mainstream schools (2) We will no longer be able to have formula factors for: Premises Small schools Admissions and appeals Service children Free school meal take-up etc

10. Formula factors for mainstream schools (3) Pupil count  October census Per pupil funding: – Primary – secondary Primary/secondary balance Deprivation – IDACI or free school meals SEN English as an Additional Language (EAL) Status of needs-led formula

11. The lump sum 2013/14 – single lump sum for primary and secondary schools Current lump sum: – Primary - £23,500 – + small school subsidy – Secondary - £243,000 DfE consulting on upper limit (up to £150,000)

12. Impact of lump sum options PrimarySecondary Lump sumSmallestLargestSmallestLargest ££££ £32,000-51,3268,353-132,157131,966 £95,0004,340-95,505-93,36994,603 £150,00052,937-186,177-59,50761,986

13. SEN in mainstream Lower level needs Secondary: – Current – KS2 attainment – lowest quintile (English and Maths) – From 2013/14 – KS 2 attainment < level 4 (English and Maths) Primary: – Current – KS1 assessments + SEN Code of Practice – From 2013/14 – Early Years Foundation Stage Profile High Needs School contributes £10,000, with top up from High Needs block Flexibility for popular schools etc Individual Budgets

14. Special Schools and Centres £10,000 per place Top-up based on assessment of individual need Likely to be funding bands Place numbers to be agreed via EFA LACSEG continues Special centres funded on same basis as special schools

15. Central budgets and delegation (1) All to be delegated in the first instance: Intervention in schools causing concern Other school improvement activities – ASTs, NQTs etc School meals: – Equipment/maintenance – Paid meal subsidy Union facilities time Copyright/performing rights licences

16. Central budgets and delegation (2) Statutory LA functions: – Co-ordination of admissions – Schools Forum Carbon Reduction Commitment Contingencies: – reorganisation and additional places – general – September increases Rents Capital maintenance

17. PRUs Budgets to be delegated £8,000 per place Top-up based on assessment of individual need Services managed via PRUs – informal support, primary behaviour management service etc to be delegated to mainstream schools

18. DFE Consultation Questions on: KS3/4 weighting Floor limit on pupil-led elements Deprivation Lump sum upper limit Commissioning high needs Alternative Provision Specialist places Early years

19. Next Steps/Timeline 10/11 May – briefings for schools 21 May – deadline for responses to DfE June/July – local consultation September – additional local consultation October – submit pro-forms to EFA