Schools Termly Finance Seminars 13th and 14th November 2007

1. Schools� Termly Finance Seminars13th and 14th November 2007 Rufus Centre Flitwick

2. Bedfordshire County Council, County Hall, Cauldwell Street, Bedford, Beds, MK42 9AP tel 01234 363222 www.bedfordshire.gov.uk Agenda 9.15 Welcome � Kevin Green 9.20 Formula Funding 2008-2011 and beyond 9.35 Extended Schools � Sue Tyler/David Fraser 9.50 Mouchel 10.15 Partially Funded Schools - update APT&C Pay award 2.475% not 2.95% Herts Invoices/Formula Capital/Out-turn 10.25 Audit and FMSiS Update � Roger Willoughby 10.45 Close 10.45 Workshop-Out-turn Due 7th December 2007

3. Formula Funding 2008-11 and beyond Kevin Green � Head of Children Services Finance

4. Bedfordshire County Council, County Hall, Cauldwell Street, Bedford, Beds, MK42 9AP tel 01234 363222 www.bedfordshire.gov.uk Formula Funding 2008-11 Final Settlement received 12th November Av. Beds Schools 2008-09 � 5.1% per pupil (national av. 4.6%) 2009-10 � 3.8% per pupil (national av. 3.7%) 2010-11- 4.4% per pupil (national av. 4.3%) Minimum Funding Guarantee (MFG) to be set at 1% below cost pressures. The MFG is set at 2.1% for each of the next three years. Drive to increase efficiency in public sector in recent years (�Gershon�) Schools largely unaffected until now. Assumed efficiency opportunities built into MFG In recent years, the drive to increase efficiency in the public sector, initiated by the Gershon report, has affected organisations across the public. Thus far, however, schools have been largely unaffected. The past 17 years of Local Management of Schools has seen heads and governors benefit from considerable autonomy from both central and local government. In recent years, spending settlements have favoured schools over Local Authorities (LAs) with the minimum funding guarantee seeing school funding grow significantly faster than that for LAs. However, the outcome of the Comprehensive Spending Review 2007 is likely to be a tighter settlement for schools and, in practice, a settlement below pay and price inflation. In real terms, 2008/09 will be the first year in a decade where schools will need to make genuine efficiency savings to maintain staffing and other levels of resources. This will be challenging for schools already facing significant costs pressures including utilities prices and rising staffing costs.In recent years, the drive to increase efficiency in the public sector, initiated by the Gershon report, has affected organisations across the public. Thus far, however, schools have been largely unaffected. The past 17 years of Local Management of Schools has seen heads and governors benefit from considerable autonomy from both central and local government. In recent years, spending settlements have favoured schools over Local Authorities (LAs) with the minimum funding guarantee seeing school funding grow significantly faster than that for LAs. However, the outcome of the Comprehensive Spending Review 2007 is likely to be a tighter settlement for schools and, in practice, a settlement below pay and price inflation. In real terms, 2008/09 will be the first year in a decade where schools will need to make genuine efficiency savings to maintain staffing and other levels of resources. This will be challenging for schools already facing significant costs pressures including utilities prices and rising staffing costs.

5. Bedfordshire County Council, County Hall, Cauldwell Street, Bedford, Beds, MK42 9AP tel 01234 363222 www.bedfordshire.gov.uk Formula Funding 2008-11 Schools Budgets MFG (guaranteed per pupil increase) Applied to AWPUs and all other factors (2.1%) + LA Headroom (1% 2008/09, 0.8% 2009/10 and 10/11) + Ministerial priorities = 2.0% in 2008-09 (Pockets of Deprivation, personalisation,SEN) = 0.9% in 2009-10 (Personalisation,SEN) = 1.5% in 2010-11(Personalisation,SEN) Deprivation Review All those losing out from review, protected through MFG Funded from Headroom

6. Bedfordshire County Council, County Hall, Cauldwell Street, Bedford, Beds, MK42 9AP tel 01234 363222 www.bedfordshire.gov.uk Formula Funding 2008-11 Deprivation Review (background) mandatory review by Schools Forum/LA DCSF acting on Child Poverty report by Treasury/DfES Insufficient targeting of funds to schools with pupils from poorest backgrounds Link between targeted funding and closing the �attainment gap� DCSF now publish amount of Dedicated Schools Grant (DSG) is for social deprivation. LAs now have to measure and report how much is passed through local funding formula. Bedfordshire currently at 25% Review proposals increase this to 44% on 2007-08 funding DCSF to continue to monitor

7. Bedfordshire County Council, County Hall, Cauldwell Street, Bedford, Beds, MK42 9AP tel 01234 363222 www.bedfordshire.gov.uk Formula Funding 2008-11 Issue of School Budget Share Indicative 2008-09 - by end of January Letter to schools to return by 10th December requesting estimated January numbers. (No reply will then use LA forecast) Data collection/PLASC date - 17th January Data collection forms and guidance issued early January Final Budget Shares - by end of March Final 2008-09 Indicative 2009-10 and 2010-11

8. Bedfordshire County Council, County Hall, Cauldwell Street, Bedford, Beds, MK42 9AP tel 01234 363222 www.bedfordshire.gov.uk Other Funding 2008-11 Other Grants SSG and SSG (P) increase in line with MFG 2.1% eventually merge with DSG (April 2011?) School Development Grant Guaranteed per pupil funding at 2007-08 levels to 2010-11 (no guarantee of per pupil increase) Overall increase for Beds 2.1% per pupil 14-16 Diploma�s Specific Grant to be introduced - details awaited (December)

9. Bedfordshire County Council, County Hall, Cauldwell Street, Bedford, Beds, MK42 9AP tel 01234 363222 www.bedfordshire.gov.uk Early Years Funding 2008-11 Early Years issues 2008-11 By February 2008 - Private, Voluntary and Independent (PVI) to be represented on Schools Forum By March 2008 - LA to establish and present to Schools Forum unit costs for PVI Sector January 2009 PLASC - common counting method for all early years settings (PVI, maintained Nursery/Lower Schools) Presumption that this will be on actual take up (i.e. sessions take up) 2010-11 (latest) - common formula across all early year settings Will be differing factors MFG will apply

10. Formula Funding 2011 + National Formula for DSG Distribution major review timetable published comprehensive terms of reference established Bedfordshire 24th lowest per pupil funding part of F40 Group - will be providing input into review issue is not ranking but relativity (the funding gap between highest and lowest) Potential move to September based count

11. Bedfordshire County Council, County Hall, Cauldwell Street, Bedford, Beds, MK42 9AP tel 01234 363222 www.bedfordshire.gov.uk SCHOOLS FORUM CONSTITUION Statutory Committee of County Council Consulted/make decisions on funding issues affecting schools Membership Governors/Headteachers from each phase C of E and Catholic Diocesan representatives Teachers Union representative from February-Early Years PVI and 14-19 partnership members from April-other staff members other than Heads can represent schools (e.g. deputy head, bursar) Chair - Geoff Venn (teachers union)

12. Bedfordshire County Council, County Hall, Cauldwell Street, Bedford, Beds, MK42 9AP tel 01234 363222 www.bedfordshire.gov.uk SCHOOLS FORUM Vacancies 2 lower school heads 1 middle school governor 1 special school governor Schools website Schools Forum Section Meeting agenda, papers and minutes Current membership Terms of Reference

13. Childcare Services in Extended Schools Sue Tyler Childcare Team Leader

14. Provision of High Quality, Affordable Childcare To enable parents to get back to work or increase their working hours Government intends that this will Halve level of children living in poverty by 2010 Eradicate children in poverty by 2020