1. www.coventry.gov.uk Schools Forum 26 November 2015

2. www.coventry.gov.uk Schools Forum Constitution and Membership

3. www.coventry.gov.uk Refer to report Revisions to the constitution and membership –Wording updates to align more closely with best practice guidance –Membership updates –Appendix added on election procedures Recommended to continue to review attendance, use of substitutes etc. Recommend that the academies group continue to consider representation (e.g. phase) 3

4. www.coventry.gov.uk Approval / Ratification The Schools Forum should approve the revised constitution (refer to appendix 1 - changes highlighted in yellow, including an appendix on election procedures) The Schools Forum needs to adjust their membership to include 2 further academy representatives, and 2 less schools (1 primary and 1 secondary) member representatives Voting: All 4

5. www.coventry.gov.uk Fair Funding Consultation – Outcomes and Approval of Fair Funding Scheme of Delegation

6. www.coventry.gov.uk Refer to Report Feedback following consultation and report to Cabinet Recommendations to Cabinet are to: –Approve the recommended changes to the Fair Funding Formula and Fair Funding Scheme of Delegation –Delegate authority to the Director Education, Libraries & Adult Learning and the Executive Director of Resources, in consultation with the Cabinet Member for Education and the Schools Forum, to make necessary amendments to the final detail of the recommended changes, in order to comply with the School Finance (England) Regulations 2015, and implement any other necessary changes. Prior to publication Fair Funding Scheme of Delegation requires Schools Forum approval 6

7. www.coventry.gov.uk Approval / Ratification To approve the changes to the Fair Funding Scheme of Delegation following consultation process with all maintained schools Voting: maintained representatives 7

8. www.coventry.gov.uk Feedback from Schools Forum Funding Review Group

9. www.coventry.gov.uk Refer to Report Schools Forum Sub-group met on the 13 th November to consider: –Supplementary Fund –De-delegated budgets and central expenditure –DSG budget monitoring –Schools Forum Self-Assessment Toolkit The Sub-group recommend the Schools forum to approve de-delegation and central expenditure in line with previous year (separate agenda items) Asked for a decision on supplementary fund to be deferred to the next meeting Also received information on the Central Pay Policy Criteria for TLR and SEN payments (out to consultation) 9

10. www.coventry.gov.uk Supplementary Fund (refer to report)

11. www.coventry.gov.uk Supplementary Fund: Principles Refer to report Partnership approach – whole school sign up Coventry pupils – equality of offer Support schools in difficult context –Demographic pressure –Special Educational Needs –Other exceptional circumstances 2016/17 money from DSG reserve (centrally- retained underspends) 11

12. www.coventry.gov.uk Supplementary Fund: Operation Funding will be delegated to schools, returned via –Maintained schools = de-delegation –Non-maintained = individual school decision MFG disapplication No access to fund if not bought in Submission of bid to access funding…however –Formulaic calculation for funding distributed –Funding awarded in the context of overall school position which would need to be financial difficulty –Need to be able to demonstrate a sustainable position in the longer term –Quality of provision –Overall level of resource available 12

13. www.coventry.gov.uk 13

14. www.coventry.gov.uk De-delegated Budgets 14

15. www.coventry.gov.uk Refer to Report Primary & Secondary maintained –Behaviour support services (Learning & Behaviour Support Service), support to underperforming ethnic groups and bilingual learners (MGSS – new arrivals fund), Free School Meal eligibility, and staff costs supply cover (maternity and trade union). Can opt to de-delegate these services/budgets (agree a local pooling arrangement to allow the function/ service to continue) Supplementary Fund de-delegated decision - January 15

16. www.coventry.gov.uk 2015/16 De-delegated Amounts 16 Amounts will change as additional schools have converted to academy status

17. www.coventry.gov.uk Approval / Ratification The Schools Forum should agree the de- delegation for mainstream schools Voting: maintained representatives (primary and secondary phase separately) 17

18. www.coventry.gov.uk Central Expenditure Decisions

19. www.coventry.gov.uk Refer to Report The Schools Forum are required on an annual basis to approve the level of budget for Schools Block centrally-provided (centrally-retained) services –this includes expenditure for admissions, servicing of School Forums, contribution to combined budgets, termination of employment costs, SEN transport costs Amount cannot exceed the value in the previous year Reviewed by the Sub-Group 19

20. www.coventry.gov.uk Central Expenditure Schools Forum to approve central expenditure levels 15/16 Levels 20

21. www.coventry.gov.uk Approval / Ratification The Schools Forum should approve the proposed 2016/17 central budgets for equal pay backpay, Admissions, Servicing of School Forums, contribution to combined budgets, schools budget centrally funded termination of employment costs, and SEN Transport. Voting: All 21

22. www.coventry.gov.uk Funding & DSG update

23. www.coventry.gov.uk National Update National Funding Formula from 2017/18 – schools and early years – what does this mean? School Funding – real terms – distributional impact, overall level Pupil premium? Education Service grant? £600M savings – (75%!) –LA/Academy split –Consultation… ‘The government will reduce the local authority role in running schools’ Expect consultations on national funding and ESG in early 2016/17 Additional funding to extend Early Years free entitlement 23

24. www.coventry.gov.uk DSG Funding update Confirmation that DSG per pupil levels will be the same as in 15/16 Early Years block to be confirmed after the spending review (continue to be based on participation) High Needs block to be confirmed after the spending review (but expected to be same level as 15/16) Awaiting announcement of ESG rates for 16/17 MFG levels confirmed at -1.5% There will be no process which allows local authorities or institutions to apply to the EFA for additional high needs funding 24

25. www.coventry.gov.uk Receive Funding in 3 Blocks – Schools, Early Years, and High Needs. Movement of funding between blocks is permitted Schools Block –finalised using October 2015 census by January 2016 Early Years – 2 year olds –Adjustment for Sept – March of 2015/16 DSG by March 2016 (January 2016 census) –April – August of 2016/17 DSG by March 2016 (January 2016 census) –Estimate of Sept – March of 2016/17 DSG by March 2017 (January 2017 census) Funding: Timing for 2016/17

26. www.coventry.gov.uk Early years – 3/4 year olds –Adjustment for Sept – March of 2015/16 DSG by March 2016 (January 2016 census) –April – August of 2016/17 DSG by March 2016 (January 2016 census) –Estimate of Sept – March of 2016/17 DSG by March 2017 (January 2017 census) High Needs Block –Fixed –Places updated – movements within system –No overall growth Funding: Timing for 2016/17 - continued

27. www.coventry.gov.uk School Budget shares and the APT (which EFA use to fund academies) will need to be finalised prior to finalisation of all blocks Run the Schools Block based on best information to inform January deadline Run the Early Years and High Needs Block concurrently after that Issues – removes flexibility across blocks in terms of pressures Implications

28. www.coventry.gov.uk Budget updated, finalised Schools Block in January, other blocks will change after this Await December settlement Still some areas being finalised locally too: –Reserves contribution –De-delegated services –Approval of central services, –Early Years block – approval of central early years expenditure, early years rate increase? –Supplementary fund –High Needs Way Forward

29. www.coventry.gov.uk Unit Values – schools block £4,861.22, early years block £ 4,645.50 (2 YO), £3,568.74 (3/4 YO) Pupil Number Increase – Schools based on October census – additional circa 912 pupils Other adjustments… –Pupil number growth (2, 3 and 4 year olds) –High Needs –Settlement? 2016/17 DSG

30. www.coventry.gov.uk 2016/17 Settlement 30

31. www.coventry.gov.uk Early Years 2 Year Old Funding Last year saw the removal of the place-based funding, and a move to participation funding Unit rate largely equates to amount we pay out (receive about an extra 4p per funded hour) We have to pay out based on participation, and based on the formula unit rate of £4.85 per hour Used Early Years DSG reserve to plug funding gap on centrally retained, local criteria etc… Further work has happened on this, but very tied up with ‘Connecting Communities’ Propose to use early years reserve to fund a lower amount in 16/17 – to be finalised in new year Longer term we still need an exit strategy

32. www.coventry.gov.uk Schools Budget A couple of issues have come to light that have given us concern in relation to DSG sustainability October APT - £0.5M problem – why? –First year net funding reduction, how we target and operate MFG? –Temporary growing (new) schools issue – fund on estimates - £1.3M problem –Longer term issue in relation to unit cost of schools versus funding received School infrastructure and having some ability as a city to ensure we manage growth in an efficient way 32 Growing (new) - NOT pupil numbers and bulge classes, situations where the scale of change in numbers is sufficiently great that it should be applied to all factors in the formula.

33. www.coventry.gov.uk Schools Budget – Unit values per pupil What affects the unit cost of schools: –Size (lump sum) –Level of deprivation –Phase Primary per pupil budget (2015/16) £3.6K - £5.1K Secondary per pupil budget (2015/16) £4.9K - £6.7K Large scale growing schools per pupil budget (16/17) - £4.6K - £10.5K (Oct census) Per Pupil Funding £4.6K Secondary potential pupil number growth of over 4,000 pupils by the time current R is in year 5 –affordability gap of £2-3M if do nothing –dependent on primary position too 33

34. www.coventry.gov.uk What needs to happen! Conversation and narrative with EFA Blanket target efficiencies across the funding formula for 16/17: –minimising the MFG requirement –erode funding in all factors rather than just pupil numbers Review DSG central expenditure to understand any flexibility that we might have moving forward – although this needs to be in the context of a national review of the high needs block 34

35. www.coventry.gov.uk What needs to happen following 25/11! Pre 25/11 Funding formula review to reduce the unit cost of the formula – to implement by 17/18 –To encompass deprivation conversation but wider –MFG exceptions to implement 17/18 change (Autumn 2016) Post 25/11 Begin review to understand the issue and solution Await consultation to see whether LA will have any power/remit in relation to this 35

36. www.coventry.gov.uk The numbers

37. www.coventry.gov.uk 37

38. www.coventry.gov.uk 38

39. www.coventry.gov.uk 39