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Lindsey Wharmby OBE Financial Consultant to f40

Lindsey Wharmby OBE Financial Consultant to f40. National funding system. Central Government. DSG. Local Authority. Standards Funds and Grants. LSC YPLA for Post-16. Schools. From EFSS to a new formula. New blocks in a formula 2 ° 1° Under-5s High Cost Post-16? Central

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Lindsey Wharmby OBE Financial Consultant to f40

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  1. Lindsey Wharmby OBE Financial Consultant to f40

  2. National funding system Central Government DSG Local Authority Standards Funds and Grants LSC YPLA for Post-16 Schools

  3. From EFSS to a new formula New blocks in a formula 2° 1° Under-5s High Cost Post-16? Central Expenditure? Spend Plus EFSS (partly implemented) + LA spend + Ministerial priorities EFSS 2° Block 1° Block High Cost Pupils + grants

  4. The content of the main blocks Basic entitlement per pupil Additional Educational Need Sparsity (for primary – and under 5s) Area Cost Adjustment x

  5. Basic Entitlement f40 says it should: • be based on an activity-led formula • identify the basic level of educational activity that the country can afford, but not include any additional educational need support

  6. Additional Educational Need F40 says it: • should be based on pupil level data collected through the PLASC • needs to recognise the additional costs of providing support in sparse areas • must be clearly distinguished from the basic entitlement

  7. Sparsity F40 says: • this is really an ‘area cost’ – it affects all salary costs It should be: • based on the additional costs of running small schools • be based on the sparsity of pupils in maintained schools

  8. Area Cost Adjustment F40 says: • ACA should enable all authorities to provide a comparable level of provision at school level • agreed system must be transparent and understandable to all • there should be no ‘steep cliff edges’ between neighbouring areas

  9. Please remember! • data should be relevant, reliable, valid and up-to-date • proxy indicators should show a high correlation with the need • there is a difference between a proxy indicator used to distribute funding and the needs of the pupils • rural areas face different challenges from inner cities – but they still face challenges!

  10. Questions?

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