1. Review of De-Delegated Funding Agenda Item 9

2. De-Delegation of Services De-delegation applies only to maintained schools Where services are able to be de-delegated: o The budget is delegated to all schools and academies; o Services for de-delegation have to be approved by Schools Forum (by maintained school representatives and by phase); and o If approved the funding will be de-delegated (removed) from maintained school budgets by phase before the final budgets are set.

3. Purpose of Review a)To agree that the de-delegated funding for 2014-15 is still applicable for 2015-16 b)To identify what has been delivered through the de- delegated funds c)To review if the de-delegation should continue in 2015-16 and if so the amount per pupil that should be ‘charged’

4. Primary School Improvement 2014-15 The LA has a statutory duty to intervene when standards in a school are causing concern. A budget for supporting primary maintained schools in an OFSTED or a local authority cause for concern category was re-established in 2014-15. There are approximately 41,000 primary pupils in maintained primary schools as at September 2014. A de-delegation amount of £10 per primary pupil would create a budget of approximately £410k for 2015-16. (although this will reduce depending on the number of primary conversions to academy status between now and March 2016).

5. Primary School Improvement 2014-15 In 2013–14, £355k was devolved to county schools to support improvement. Impact can be seen in increasing % of schools and % of learners in schools judged to be good or outstanding. Outcomes increased in all measures at both KS1 and KS2. Overall KS1 outcomes for the county are above national in all measures. Whilst still below national, KS2 outcomes rose at a rate equal to or faster than national in all measures, thus narrowing the gap in 12 of 14 measures.

6. Primary School Improvement 2014-15 To date £142,665 has been allocated to school to school support in clusters across the county in 2014-15. Schools were asked to bid for a proportion of the DSG funding, identifying how they would work together to share and disseminate best practice.

7. Primary School Improvement 2014-15 Each bid had to identify how it would impact on the overall county priorities and detail the expected improvements at pupil level. A panel including primary headteachers, was responsible for reviewing each of the submitted bids and determining whether or not the bid was successful and the funding allocated. The second round of bids will be reviewed on 17 th October 2014. Bid examples are shown in Appendix 1 and 2.

8. Primary School Improvement 2015-16 Vote School Improvement –continue de-delegation of £10 per primary pupil. Funds will continue to be devolved to primary schools to support (where applicable) improving the education received by the school’s pupils and the school’s removal from an OFSTED category or a local authority cause for concern category. Applies only to maintained primary schools. Forum – members who can vote on this item – maintained primary only

9. Trade Union Duties 2014-15 Trade union duties has operated in 2013-14 and 2014- 15 with a number of academies also contributing (at the same rate of £1.37 per pupil) to this activity. This budget is used to reimburse for the salary costs of trade union officials. In some instances the union official has no school responsibilities i.e. solely paid for trade union time. The overall projected monitoring position (if no change is made to the de-delegation rate) and funded trade union officials is set out on the next slide.

10. Trade Union Duties – Budget Overview Figures in £k2014-152015-16comment Expenditure113123Changed mix of staff/salaries De-delegation(55)(50)Less maintained schools Academies(24)(27)Assumed to increase, although conversions have slowed Estimated shortfall3446 Designated union officers 1.1FTENUT 0.7 FTE, NASUWT 0.4 Time allocation based on trade union membership 1.5FTENUT 0.5 FTE, NASUWT 0.5 and UNISON 0.5 FTE

11. Trade Union Duties 2015-16 Different options for 2015-16 exist as follows: a)Continuing the existing contribution rate (£1.37 per pupil) – overspend would continue and the trade union support available would be adversely effected. b)Increase the amount per pupil to £2.10 to bring the budget into balance with the forecast expenditure, maintaining existing support. c)As the budget is used to fund staff costs one option is to increase the amount per pupil to reflect the inflation that has been applied to salary costs in recent years.

12. Trade Union Duties 2015-16 Vote To continue the trade union support arrangements and address the forecast budget shortfall the proposal is to de- delegate £2.10 per pupil for both the primary and secondary sectors. Separate votes for the primary and secondary sectors are required. Applies only to maintained schools. Forum – members who can vote on this item – 1) maintained primary only and 2) maintained secondary only