Ariannu Ysgolion- Ble i ni nawr? Beth sy’n digwydd yn y dyfodol?

2. Ariannu Ysgolion- Ble i ni nawr? Beth sy’n digwydd yn y dyfodol? School Funding- Where are we now? What is happening in the future?

3. Arian ISB a ddyrennir ar draws sectorau = £4,276 y disgybl 4ydd uchaf yng Nghymru. Cyfartaledd Cymru= £4,054 Cyllideb gross na ddyrennir = £1,255 y disgybl. 5ed isaf yng Nghymru. Cyfartaledd Cymru = £1,365 Mae Sir Gâr yn dyrannu 77.3% o’r Gyllideb Gros Ysgolion i’w gymharu â chyfartaledd Cymru o 74.8% (5ed uchaf) Gross delegated ISB across all sectors = £4,276 per pupil 4th highest in Wales Welsh average = £4,054 Gross non delegated school budget = £1,255 per pupil 5th lowest in Wales Welsh average = £1,365 CCC delegates 77.3% of the Gross Schools Budget compared to the Welsh average of 74.8 % (5th highest) Gwariant Cyllidebol Lleol ar Ysgolion 2010-2011- canfyddiadauLocal Authority Budgeted Expenditure on Schools, 2010-11- main findings

4. £5.5m in reserves = £205 per pupil equivalent to 4.7% of funds allocated to schools (6th highest) Primaries held net reserves of £3.72m (68%) Secondary = £1.49 m (27 %) 2 Special schools = £0.29 m (5%) 13 schools had negative balances totaling £0.78 m 119 schools held positive reserves totalling £6.28m of which 36 schools had reserves in excess of 10%. Arian wrth gefn gan ysgolion Cymru ar y 31/3/2010- sefyllfa Sir GârReserves held by schools in Wales as at 31/3/2010 CCC position • £5.5m wrth gefn= £205 y disgybl sy’n cyfateb i 4.7% o’r cyllid a roir i ysgolion (6ed uchaf) • Ysgolion Cynradd yn cario gwerth £3.72m (68%) • Ysgolion Uwchradd yn cario gwerth £1.49m (27%) • 2 ysgol arbennig = £0.29m (5%) • 13 ysgol mewn sefyllfa cyllideb negyddol o £0.78m • Mae gan 119 o ysgolion arian dros ben gwerth £6.28m. Mae gan 36 o ysgolion mwy na’r 10% derbynniol.

5. AriannuYsgolion- bethnesaf?School Funding- what next? • Addewid y Prif Weinidogiddiogeluysgolion o 1% ynuwchna’r Grant GraiddiLywodraeth Cymru. • Ynswnio’ndda! • -0.33% +1.58 % +2.08 % • Effaithcodiadaucyflog, chwyddianta chostaueraill • Rhesymoligrantiaupenodol- Grant EffeithiolrwyddYsgolion/Grant Addysg Gymraeg/ Llythrennedd a rhifedda.y.b. • Gohirio’r NPFS Ôl 16 am dairblynedd. • 1st Minister’s Funding commitment to schools 1% above Block Grant to Welsh Government • Sounds good ! • -0.33% +1.58 % +2.08 % • Impact of increments, inflation and other costs • Rationalisation of specific grants School Effectiveness Grant /Welsh Education Grant/,Literacy & Numeracy grants etc • Suspension of Post 16 NPFS for three years

6. Rheoliadau newydd 2010 yn rheoli lefelau o arian dros ben y mae hawl gan ysgolion eu cadw. Lefelau newydd o £50k ar gyfer ysgolion cynradd; £100k ar gyfer ysgolion uwchradd ac arbennig Cyllidebau mynegiannol 3 mlynedd Bydd angen i Gyrff Llywodraethol ystyried pam y mae angen iddynt gadw arian dros ben sy’n fwy na’r lefelau newydd a chyfleu’r rhesymau i’r Awdurdod Lleol. Mae gan yr Awdurdod lleol y pwer i ofyn am y cyllid dros ben y lefelau yn ôl wrth ysgolion New 2010 regulations governing levels of school reserve balances allowed to be retained by schools New limits of £50k per primary; £100k per secondary and special school 3 year indicative budgets for schools GBs will need to consider why they need to retain balances in excess of the new levels and provide LA with reasons LA now have power to claw back excess balances retained by schools Ariannu Ysgolion- beth nesaf?School Funding- what next?

7. Review of funding by the Education Minister in Wales Report on the Structure of Education Services in Wales (March 2011) Report on Local, Regional, National : What services are best delivered where ? Response of the regional education consortia for increased collaboration for services in the future Commitment given by LAs to increase delegation to schools from the current level to 80% within 2 years and 85% within 4 years Gwariant Awdurdodau Lleol ar Ysgolion- beth nesaf?Local Authority Budgeted Expenditure on Schools-what next ? • Adolygiad o ariannugan y GweinidogAddysgdrosGymru • AdroddiadarStrwythurGwasanaethauAddysgyngNghymru (Mawrth 2011) • Adroddiad- Lleol, RhanbartholCenedlaethol: Pa wasanaethauyw’rrhaigoraui’wdarparuble? • Ymateb y consortia lleolarfwy o gydweithrediadargyfergwasanaethaui’rdyfodol • AddewidganAwrdudodauLleoligynyddudyraniadcyllidiysgoliono’rlefelbresennoli 80% o fewn 2 flynedd ac i 85% ymhen 4 mlynedd

8. Beth fyddhynynolyguiLywodraethwyrWhat will this mean for Governors? • Mwy o adnoddauiysgolioni’wrheoli • Ffiniautynnachargyfercadwarianwrthgefn • Cynnyddmewndyraniad = cynnyddmewncyfrifoldebau • ByddangeniGyrffLlywodraetholddatblygucyllidebautymorcanolganystyriedawgrymiadaucyllidebau 3 mlynnedd • Hydynoedmwy o angeniysgoliona’rAwdurdodLleoliweithio men partneriaeth. • Increased resources for schools to manage • Tighter margins for retaining balances • Increased delegation = increased responsibility • GBs will need to develop budgets for the medium term in line with three year funding indications • Even greater need for schools and Local Authority to work collaboratively

9. AGENDA Ariannu ysgolion- sut mae’n gweithio. How school funding works.

10. Adran Rheolaeth Lleol YsgolionLocal Management of Schools Section • Cyfrifo a rhannu cyllidebau ysgolion • Dilysu a derbyn cyllidebau gweithredol • Monitro perfformiad ariannol gan gymharu gyda’r gyllideb weithredol a gytunwyd • Cau’r cyfrifon a chytuno ar sefyllfa diwedd blwyddyn • Cefnogaeth gyffredinol ar faterion yn ymwneud â chyllido ysgolion a chyllidebau gweithredol • Calculate and circulate budget shares to schools • Verify and approve working budgets • In-year monitoring/overview of financial performance in comparison to previously agreed working budget • Close accounts and agree end of year balances • General support on issues relating to Fair Funding allocation and working budgets

11. Mae’r gyllideb a ddyrennir i ysgolion yn cael eu haddasu yn unol â strategaeth y gyllideb gorfforaethol i adlewyrchu: Cynnydd cyflog, drifft cynyddrannol, yswiriant cenedlaethol a newidiadau pensiwn Ffactorau chwyddiant nad sy’n gysylltiedig â chyflogaeth. Newidiadau demograffig Effaith adrefnu ysgolion (MEP) Arbedion effeithlonrwydd The delegated school budget is adjusted each year in line with corporate budget strategy to reflect: Pay awards, incremental drift, national insurance and superannuation changes Non pay inflation factors Demographic changes School reorganization changes (MEP) Efficiency savings

12. CyfrifoCyllidebAriannuTeg Rhifau Plant Rhifaudisgyblion- cyfartaleddarolygonniferdisgyblionymmisEbrill, Media’rIonawrdilynol (5/12 + 4/12 +3/12) GwerthPlentynynôlOed GwerthPlentynynôlOed- arall - I ymatebigostauychwanegoleraille.e. lwfans y pen, trafnidiaethnofio, TGCh, cytundebaulefelgwasanaeth (ac eithriocynnaltir a glanhau), cefnogaethblynyddoeddcynnar, cyflenwi, gwasanaethcerdda.y.b. Fair Funding budget calculation Pupil Numbers Average projected pupil numbers as at April, September and the following January (5/12 + 4/12 + 3/12) Age weighted pupil unit (AWPU) AWPU- other - To cover all incidental costs e.g. capitation, swimming transport, information technology, SLA’s (excluding grounds maintenance and contract cleaning), early years support, supply, peripatetic music etc.

13. Lwfansau arweinyddiaeth Dyraniad i bob ysgol gyda 20 neu’n fwy o ddisgyblion yn unol â grŵp ysgol. Lwfans Anghenion Dysgu Arbennig I gwrdd â chostau staff a gyflogir i gwrdd â argymhellion datganiad ADY/ Cam Gweithredu Ysgol a Mwy. Anghenion Dysgu Ychwanegol 50% yn seiliedig ar hawl am ginio am ddim 50% yn seiliedig ar rifau disgyblion a’r gyfraddd amddifadedd Ariannu Unedau AAA Cwrdd â chostau athrawon penodedig, staff cynnal ac elfen o gostau atodol eraill. Atodiadau / Supplements • Leadership allowance • Allocation to all schools of 20 pupils or more in accordance with school grouping • Special Educational Needs allowance • To meet specific employee costs in accordance with requirement of statement/ School Action+ • Additional Educational Needs • 50% based on entitlement to free meals • 50% based on pupil numbers weighted for deprivation • Funding for SEN Units • To meet costs of designated teachers, • support staff and element for capitation.

14. Ailfodelu’r gweithlu • Dyraniad elfennol ar gyfer bob athro gydag isafswm sy’n gyfwerth a dyraniad ar gyfer 5 o athrawon. • Y gweddill yn cael ei rannu ar sail nifer athrawon. • Lwfans Cost y Safle • Gofalwr • Goruchwylio Canol Dydd • Cynnal a Chadw’r Adeilad • Cynnal y tir • Ynni • Trethi • Cytundeb Glanhau • Lwfans Ysgolion Bach • Lwfans Ysgolion Dwy Ffrwd • Workforce remodelling • Basic allocation per teacher with a minimum per school equal to 5 times the basic allocation. • Remaining resources allocated on a per teacher basis. • Premises Cost Allowance • Caretaking • Midday supervision • Repairs and Maintenance • Grounds maintenance • Energy • Rates • Contract cleaning • Small School Supplement • Dual Stream Supplement

15. Lwfans Ysgol Fach Canolfan Iaith Lwfans Dwyieithrwydd Ariannu Ôl-16 Atodiadau Uwchradd / Secondary Supplements • Small school allowance • Language centre • Bilingual allowance • Post 16 SEN Funding

16. Addasiad Ôl-weithredol Model Ariannu Teg yn cael ei weithredu'r flwyddyn ddilynol gan ddefnyddio rhifau cywir ac addasiad (+ neu -). Retrospective adjustment Fair Funding model re-run for actual pupil numbers and adjustment (+ or -) actioned the following year

17. Ysgolion Cynradd / Primary Schools Cyllideb leiaf £103,309 Smallest budget Cyllideb fwyaf £2,217,332Largest budget Ysgolion Uwchradd / Secondary Schools Cyllideb leiaf £1,848,090 Smallest budget Cyllideb fwyaf £7,200,229 Largest budget

18. AMDRO • Ysgolion • Gwasanaethau Cyllid • LMS • Rhestr dogfennau LMS • Cynllun Ariannu Teg Sir Gaerfyrddin • Cau cyfrifon • Polisiau Ariannol • Materion diweddaraf • Cytundebau lefel Gwasanaeth • Cyllidebau Gweithredol • Schools • Financial services • LMS • LMS document library • Carmarthenshire Fair Funding scheme • Closure of accounts • Financial polices • Latest issues • Service level agreements • Working budgets

19. Cymorth / Support • Canllaw ar y Gyfraith i Lywodraethwyr- Pennod 8- Rheoli’r Gyllideb • Llawlyfr Llywodraethwyr- Rhan 4, Pennod 6- Y corff llywodraethu a chyllideb yr ysgol • Governor’s Guide to the Law- Chapter 8- Managing the Budget. • Governor’s Handbook- Part 4, Chapter 6- The governing Body and the school budget

20. Rôl Llywodraethwyr / Role of Governing Body • Gosod blaenoriaethau gwario sy’n gysylltiedig â’r CDY. • Cadarnhau’r gyllideb flynyddol. • Monitro a rheoli gwariant. • Cadarnhau newidiadau • Cadarnhau lefelau dirprwyo cyfrifoldeb. • Meddwl am y tymor hir. • Rheoli adnoddau yn effeithiol ac yn effeithlon • Cyfrifoldeb am unrhyw gyllid wedi ei glustnodi ar gyfer diben penodol. • Cyfrifoldeb am adrodd i rieni • Setting financial priorities to reflect SDP • Approving annual budget • Monitoring and controlling expenditure • Approving adjustments • Approving levels of delegation • Thinking longer term • Managing resources effectively and efficiently • Accounting for any earmarked funds • Accounting to Parents- Annual Report

21. Syniadau / Ideas • Sicrhau fod yr adnoddau a’r gwasanaethau a brynnir yn dangos gwerth am arian. • Defnydd effeithiol o’r gweithlu • Cydweithio gydag eraill. • Defnyddio data a gwybodaeth yn dda. • Rheoli ynni a defnydd o adnoddau e.e. dwr. • Cynyddu incwm • Prynu adnoddau sylweddol gydag ysgolion eraill. • Ensuring that the goods and services schools buy represent value for money. • Effective deployment of the workforce . • Collaborating with other schools. • Using data and information well. • Energy and resource management e.g. water. • Increase income • Jointly purchase major resource items with other schools.

22. Syniadau / Ideas • Monitro gofalus a chyson o’r gyllideb. • Edrych am ddulliau i arbed arian- adeilad, pwrcasu… • Rhannu cyllidebau • Careful and regular monitoring of budget. • Look at ways of saving money- building, procurement.. • Pooling budgets