1. 2013-14 SCHOOL FUNDING REFORM – HIGH NEEDS a 1 Funding information is on the Leicestershire County Council Website: http://www.leics.gov.uk/index/education/information_about_schools/ support_for_schools.htm Or using menus on left hand side of web pages - LCC Website > Education & Learning > Schools & Colleges > Support for Schools, Governors & Staff > High Needs

2. 2013-14 SCHOOL FUNDING REFORM – HIGH NEEDS a 2 New Funding Formula Matrix Mainstream School or Academy Special School/ Unit and Resourced Provision in Mainstream School or Academy Element 1 Universal Funding (all pupils) Basic entitlement - per pupil of £4,000 within school delegated budget Place funding £10,000 through delegated budget Element 2 Low Cost, High Incidence SEN Additional funding through the schools delegated notional SEN budget – £6,000 of additional support per pupil Element 3 Top Up Funding High Cost, Low Incidence SEN Further funding required above the £6,000 of Element 2 to meet the assessed needs of the pupil Budget centrally retained and paid to school based on individual pupil need Further funding required above the place element of £10,000 to meet the assessed needs of the pupil Budget centrally retained and paid to school based on individual pupil need

3. 2013-14 SCHOOL FUNDING REFORM – HIGH NEEDS a 3 What the funding matrix means in practice for High Needs – See multi coloured handout Same funding for Maintained Schools and Academies but some different start dates (see later)

4. 2013-14 SCHOOL FUNDING REFORM – HIGH NEEDS a 4 Mainstream Schools and Academies 1 School contributes first £6k of support costs per pupil towards statemented hours from their Notional SEN Budget This equates to £31.58 per school day (£6k / 190 days) Top Up is calculated as follows Multiply statemented Learning Support Assistant (LSA) hours by £11.81 and statemented Additional Teacher Hours (ATH) by £42.96 to get the weekly support cost. Then divide this by 5 to get the daily support cost. Deduct school contribution of £31.58 per day to give the daily top up value

5. 2013-14 SCHOOL FUNDING REFORM – HIGH NEEDS a 5 Mainstream Schools and Academies 2 - Top Up eg Bart Smiths statement states 20 LSA hours and 2 ATH hours of support Weekly Support Cost = (20 * £11.81 = £236.20) + (2 * £42.96 = £85.92 ) = £322.12 Daily support cost = £64.42 Less school contribution of £31.58 per day (£6k / 190 days) So Barts Top Up = £32.84 per day

6. 2013-14 SCHOOL FUNDING REFORM – HIGH NEEDS a 6 Mainstream Schools and Academies 3 – Other Top Up Costs Some pupil statements detail other types of support for example x hours per week with a communication support worker which will be costed at the appropriate rate and added to the daily top up value

7. 2013-14 SCHOOL FUNDING REFORM – HIGH NEEDS a 7 Mainstream Schools and Academies 4 – Top Up eg Bart Smiths Top Up = £32.84 per day Multiply daily top up by number of school days in each month (April = 17 so April Top Up = 17 * £32.84 = £558.28) SENA will pay Barts school £558.28 in April BUT schools becoming academies before 31 st March will stay using the old funding formula until August. They will continue to get Enhanced Packages for the Summer term

8. 2013-14 SCHOOL FUNDING REFORM – HIGH NEEDS a 8 Mainstream Schools and Academies 5 – Website Website page shows other examples of Top Up Calculations and SENA guidance about what each element should fund (see handout) Each month SENA will load the Top Up spreadsheet onto the website so schools can see their payment and annual forecast for each pupil. No payments will be made outside this cycle and adjustments will feed into the following month (per Operational Group) Pupil names will be removed but Student ID, Unique Pupil reference (UPN) and Date of Birth (DOB) will be shown for schools to identify the pupil. Top Up spreadsheet will be password protected and passwords will be AVCOd to schools. Schools not using AVCO should contact us for the password.

9. 2013-14 SCHOOL FUNDING REFORM – HIGH NEEDS a 9 Special Schools and Special Units There are 2 elements to the payment Place Fee of £10k Top Up payment reflecting individual pupil need

10. 2013-14 SCHOOL FUNDING REFORM – HIGH NEEDS a 10 Special Schools and Special Units Place Fee Place Numbers have been confirmed to EFA and schools for 13/14. For 14/15 we need to agree Place Numbers in October for the following April and September Place Fees are paid at £10k per year and are fixed as the number of agreed places Place Fees will be paid in 12 equal instalments

11. 2013-14 SCHOOL FUNDING REFORM – HIGH NEEDS a 11 Special Schools and Special Units Top Ups Top Up Values have been agreed for Special Schools and Units Pupils are banded according to need from Band 4 to Band 10 Unit Top Ups have been increased in line with Special School Top Ups but Special Schools also receive the £150k fixed allowance, outreach allowance and split site / satellite allowances Top Up spreadsheets show each pupil, their band and the band Top Up value. The Top Up is divided by 190 days to give a daily Top Up value. Top Ups will be paid for each school day that the pupil is on roll (same as mainstream pupil spreadsheet)

12. 2013-14 SCHOOL FUNDING REFORM – HIGH NEEDS a 12 Special Schools and Special Units Website Website page shows SENA guidance about what each element should fund Each month SENA will load the Top Up spreadsheet onto the website so schools can see their payment and annual forecast for each pupil. A separate spreadsheet for Units and Special Schools Pupil names will be removed but Student ID, Unique Pupil reference (UPN) and Date of Birth (DOB) will be shown for schools to identify the pupil. Top Up spreadsheet will be password protected and passwords will be AVCOd to schools. Schools not using AVCO should contact us for the password.

13. 2013-14 SCHOOL FUNDING REFORM – HIGH NEEDS a 13 Special Schools and Special Unit MFG / Ceilings MFG of -1.5% and Ceilings of 4% per pupil have been calculated by comparing funding under the old and new funding formulae and applied as an adjustment to the budget. The adjustment will be fixed at the start of the year and will be paid or deducted in 12 equal monthly instalments

14. 2013-14 SCHOOL FUNDING REFORM – HIGH NEEDS a 14 Special Schools and Special Unit Payments Schools will receive 12 equal monthly payments for Places Fees and MFG / Ceilings AND Top Ups will be paid monthly for the number of school days in each month

15. 2013-14 SCHOOL FUNDING REFORM – HIGH NEEDS a 15 Special Schools and Special Unit Start Dates All Special Schools will start on the new funding system from April 1 st Units that are maintained will start on the new funding system from April 1 st BUT Units that become academies before March 31 st will start on the new funding system from September 1st ( Place fee pro ratad for 7 months to end of year, Top Ups paid from start of new academic year August 29th, Enhanced Packages paid for Summer Term) Units that become academies after March 31st will start on the new funding system from April 1st

16. 2013-14 SCHOOL FUNDING REFORM – HIGH NEEDS a 16 All Schools SENA will load the monthly spreadsheet onto the website – this will show the monthly payment due and annual forecast for each pupil No payments will be made outside this cycle and adjustments will feed into the following month. SENA will arrange BACS transfers for schools that manage their own payrolls and a journal credit for schools using the LCC bank account for their payroll LCC will only pay Top Ups for pupils that are LCC responsibility. Pupils placed by Other Local Authorities (OLAs) should be charged to the appropriate OLA. Pupils are highlighted on the spreadsheets and the value of their Top Up is deducted from our payment to you. OLA Contact names are shown on the website.

17. 2013-14 SCHOOL FUNDING REFORM – HIGH NEEDS a 17 3 to 5 Year Budget Planning 5 year budget planning spreadsheet will be available for modelling mainstream top ups and Special Unit and Special School Top Ups and Place Fees Website includes a spreadsheet called Top Up Examples which allows schools to input Learning Support Assistant and Additional Teacher Hours per the statement and calculate the top up value that will be paid for a full school year and the daily rate (see handout)

18. 2013-14 SCHOOL FUNDING REFORM – HIGH NEEDS a 18 Examples of statement hours and top ups LSA hourly rate paid (note 1) 11.8113/14 rates Additional teacher hours - hourly rate paid (note 2) 42.9613/14 rates Annual Support costs for schools to fund from Notional SEN 6,000 Divided by 190 = Daily Support Costs funded by schools31.58

19. 2013-14 SCHOOL FUNDING REFORM – HIGH NEEDS a 19 LSA hrs ATH hrs LSA annu al cost ATH annua l cost Annual Support Cost divide d by 190 = Daily suppo rt cost Daily Schoo l contri b to suppo rt costs Daily Top up payabl e by SENA 10.00 - 4,488 - 23.62 0.00 10.00 2.00 4,488 3,265 7,75340.8031.589.23 15.00 - 6,732 - 35.4331.583.85 15.00 2.00 6,732 3,265 9,99752.6131.5821.04

20. 2013-14 SCHOOL FUNDING REFORM – HIGH NEEDS a 20

21. 2013-14 SCHOOL FUNDING REFORM – HIGH NEEDS a 21