1. Proposed Funding Changes for 2014-15 Presented by Christine Atkinson and Dr Jane Gould

2. Principles Same as 2013-14 Keep the amount of funding the same within each phase (primary and secondary) Minimise turbulence Fair and equitable Remember: 1) there is no additional funding. Changes in the formula will create winners and losers 2) Academies are funded based on our formula

3. Reminder From 2013-14 Dedicated Schools Grant (DSG) split into 3 blocks: 1) Schools block- based on 13 factors (including new sparsity factor from 2014-15) 2) High needs block 3) Early years block- no changes The consultation mainly focuses on the school block as the deadline to DfE is 31st October 2013

4. Why change anything? In 2013-14 we had to have the same lump sum for all primary and secondary schools There was not a sparsity factor We could not hold back money centrally to be distributed to reflect infant class size regulations. If the above had been allowed in 2013-14 we would have put forward the following proposals

5. sizeNo of schools Gained 2013-14 Lost 2013-14 Proposed gainers Proposed losers 0-10041833354 100-15018810126 150-2001697214 200-30025196025 300-40012750 400+13103013 Total12561644974 Primary -summary

6. Primary- before mfg sizeNo of schools Gained 2013-14 Lost 2013-14 Proposed gainers Proposed losers 0-10041+£57,015-£868,144+£421,155-£7,539 100-15018+£135,767-£287,679+£107,130-£17,809 150-20016+£225,863-£196,313+£20,920-£62,774 200-30025+£556,891-£152,753£0-£177,214 300-40012+£276,357-£150,582£0-£120,719 400+13+£573,897-£166,873£0-£163,872 Total+£1,825,790-£1,822,344+£549,205-£549,926

7. Secondary summary of ER proposed changes- before mfg sizeNo of schools Gained 2013-14 Lost 2013-14 Proposed gainers Proposed losers 0-1000100 £010 -£755k10 £139k0 £-0 1001+87 £825k1 -£70k0 £08 -£139k Total187 £825k11 -£825k10 £139k8 -£139k

8. Prior Attainment in Secondary Schools Change in the data from English AND Maths to English OR Maths. Out of the LA control, therefore the changes are not included in the previous slide. Change reflected on the comparison information sent out in the post to each school.

9. The Lump Sum- Proposal Now allowed to have a different lump sum for primary and secondary phases Proposal : keep the lump sum at £130k for primary schools and increase the lump sum to £175k for secondary schools. (£175k is the maximum allowed). Lump for secondary used to be £226k plus £12k in the School Standards Grant (SSG).

10. Infant class size funding- proposal Not one of the 13 allowable factors but can be held back as a central resource Proposed factor: Fund KS1 up to 25 in a class £1,000 for every phantom pupil Approx £398k (47 schools ranging from £1k to £19k) Reduces AWPU by approx £16.80 per pupil

11. Table for Infant class size funding ClassPhantom pupils up to- Qualifying Range Maximum phantom pupils 1 class251-2524 2 classes5031-5019 3 classes7561-7514 4 classes10091-1009 5 classes125121-1254 6 classes150n/a

12. Sparsity- proposal £50k lump sum for a qualifying secondary £10k lump sum for a qualifying primary Criteria- Pupils are allocated to their nearest school (may not attend it). Those pupils second nearest school is calculated as an average distance as the crow flies. 2 miles and under 150 pupils for primary 3 miles and under 600 pupils for secondary (29 out of 59 primary and 1 secondary qualify) (reduction of £12.24 primary and £2.71 secondary)

13. Modelling Letter sent to schools on 12 th July 2013 explaining the DfE changes from April 14. Comparative 2013-14 budgets sent to schools on 16 th September- to illustrate the impact of the proposed changes. (schools block only) NOT 2014-15 budgets 2014-15-New set of data will be used and then mfg recalculated. All those on mfg will lose - 1.5% per pupil, until mfg is zero. Cap on gains will reduce as mfg reduces.

14. Statement Funding From 2013-14 Up to first £6,000 found from within the schools budget Top-up funding above £6,000 given on an individual pupil basis by ER to ER pupils Top-up funding for pupils outside the ER to come from the other LA £3,000 protection given for 2013-14 only

15. Targeted SEN support- High Needs Block Why?- some schools have a higher than average proportion of statemented pupils. The notional SEN budget may be insufficient to support the first £6k of a statement and other SEN pupils. Notional SEN = Low cost high incidence SEN funding plus 4.33% AWPU for primary and 4.20% in secondary

16. SEN Funding - Background Consultations in 2011 “School Funding Reform: Next steps towards a fairer system” published 2012 Changes proposed for 2013-2014 School funding changes before Children and Families Bill (Local Offer, EHC Plans/ Integrated assessments, Personal Budgets)

17. Overview: Reform of high needs funding Element 1: Core education funding Element 2: Additional support funding Element 3: Top-up funding Mainstream settings Pre-16 SEN and AP Specialist settingsAll settings Post-16 SEN and LDD “Top-up” funding from the commissioner to meet the needs of each pupil or student placed in the institution Mainstream per-pupil funding (AWPU) Contribution of £6,000 to additional support required by a pupil with high needs, from the notional SEN budget Base funding of £10,000 for SEN and £8,000 for AP placements, which is roughly equivalent to the level up to which a mainstream provider would have contributed to the additional support provision of a high needs pupil. Base funding is provided on the basis of planned places. Mainstream per-student funding (as calculated by the national 16-19 funding system) Contribution of £6,000 to additional support required by a student with high needs This diagram appeared as Figure 1 (p.43) of School funding reform: Next steps towards a fairer system.

18. East Riding Special school funding 4 levels (low, medium, high and intensive) From April 2013 top ups over £6,000 Transition protection for 1 year (2013-14) New criteria for banding levels (1-8) devised Begin to implement from September 2013 linked to existing funding level Amend funding system from April 2014

19. Proposed changes to statements Current bandingNew banding LevelValue £LevelIndicative Value £ F44000 G1,04011,000 H1,280 I2,08022,000 J2,80033,000 K3,64044,000 L4,84055,000 M6,20066,000 77,000 N7,80088,000

20. SENCO Forum Use SENCO Forum to update SENCOs on developments to share good practice to seek views e.g. SEA 1 changes ask for representation from schools e.g. integrated assessment model

21. Timetable/ Decision Reminder of delegation/ de-delegation consultation- 30 September to Jon Fisher- (Letter sent to schools 12 July) School funding formula proposals- 30 September School Forum 7 October Cabinet 22 October DfE submission 31 October

22. Other Scheme for financing schools Excessive revenue balance scheme F40 National funding formula (NFF) Pupil premium Free school meals for all infant pupils Sports premium