1. School Funding Reform 2014-15 David May Strategic Finance Manager

2. School Funding 2014/15 – Budget Planning Timeline Schools Block –School Funding Formula –Centrally Retained Services Early Years Other Funding Allocations

3. Timetable 2014-15 3 OctSchool Census Day 10 OctSchool Forum agrees formula to be submitted to EFA 31 OctLAs submit pro-forma to EFA 28 NovSchool Census data base closed 10 DecPupil data and factors published (LA’s can estimate their 2014-15 DSG school block allocation) 12 DecSchool Forum Meeting 18 DecDfE confirms DSG schools block allocation for 2014- 15 (prior to Academy recoupment) 23 DecLAs submit 2014-15 academic year HNB place numbers

4. Timetable 2014-15 16 JanSchool Forum agrees formula to be submitted to EFA 21 JanLAs submit final pro-forma to EFA 23 JanSchool Funding Briefing Session 28 FebDeadline for LA to confirm budgets for their maintained schools 31 MarDeadline for EFA to confirm academies budgets EFA Confirm High Need Block Allocation for 2014-15 June 2014Early Years Block Updated for January 2014 Early Years pupil numbers April 2015Early Years Block Updated for January 2015 Early Years pupil numbers (7/12 adj – Sept 14 – Mar 15)

5. Centrally Retained Services - Can be centrally retained before allocating formula but no new commitments or increases in expenditure from 2013-14 (Schools Forum approval is required to confirm the amounts on each line) Admissions (£203,676) Servicing of Schools Forum (£44,642) Capital expenditure funded from revenue (£0) Contribution to combined budgets (£0) Schools budget centrally funded termination of employment costs – Historic costs (£245,000) Schools budget funded prudential borrowing costs (£0) Schools budget funded SEN Transport costs (£0)

6. Centrally Retained Services - Can be centrally retained before allocating formula with agreement of Schools Forum Funding for significant pre-16 pupil growth, including new schools set up to meet basic need, whether maintained, academy or free school * Funding to enable all schools to meet the infant class size requirement Funding for falling rolls to prepare for a future population bulge * Equal pay back-pay Places in independent schools for non-SEN pupils Remission of boarding fees at maintained schools and academies Copyright Licensing Agency (CLA) and Music Publishers Association (MPA) licences (£100,000) * Need to consider implications

7. EYSFF - Rationale for Reviewing Current Formula Currently the EYSFF is funding via the DSG, which was historically based on the January Early Years census and fixed From 2013/2014 the arrangements for the DSG changed in that funding allocated will be adjusted to reflect changes in pupil numbers between each census date i.e. January 2013 and January 2014 This means in effect that our overall funding available in the early years block will fluctuate with changes in numbers of children accessing their entitlement This has implications in relation to the proportion of our funding that is currently fixed within the EYSFF formula

8. EYSFF – Areas for Review & Future Consultation Number and range of base rates Deprivation factor distributed based on participation and not fixed annually Flexibility factor requires review as it is fixed annually and to ensure funding is responsive to pupil’s accessing the offer and not on the status of the setting Review of lump sums, both inclusion as supplements and the level of funding allocated

9. Other Funding allocations Pupil Premium 2013-14 budget –Final Allocations have been confirmed by the EFA –E-mails will be sent to Schools by Friday 11th October 2014-15 budget –Final year of 4 year phased implementation –Primary pupil premium will be £1,300 from Sept-13 –Secondary pupil premium has not yet been announced Free school lunch for every child in infant school No detail at this stage

10. Contact Details David May: 0191 561-1826 –E-mail: David.May@sunderland.gov.ukDavid.May@sunderland.gov.uk Karen Atkins: 0191 561-1412 –E-mail: Karen.Atkins@sunderland.gov.ukKaren.Atkins@sunderland.gov.uk Annette Parr: 07768507410 –E-mail: Annette.Parr@sunderland.gov.ukAnnette.Parr@sunderland.gov.uk