Sparsity Factor - The Live Group

Report
Academy Funding in 2014/15
 This presentation will cover
• context
• changes from 2013/14
• exceptions and exclusions
• overview of high needs
• timetable
• further information
1
The context
 The overall architecture is the same
 Refinements
2
Journey from complex to simple
Multiple local and national data sources
37 Factors
8,000 Variations
150 LA models
Pre 16 statement
Before 2013
Post 16 statement
High Needs statement
12 Factors
2013/14
National datasets
1 statement
2014/15
Refine and
improve
13
factors
3
Refinements and improvements
• Changes to some existing factors
• A new requirement on the amount of funding to be pupil-led
• Changes to the lump sum
• Introduction of a new sparsity factor
• A new ‘falling rolls’ fund introduced
• Changes to the Schools Forum regulations
4
12 funding factors introduced in
2013/14
Prior
Attainment
English as
an Additional
Language
6th Form
Lump Sum
Mobility
Rates
Looked After
Children
Fringe
Deprivation
Basic
entitlement
Split site
School
Budget
Share
Private
Finance
Initiative
5
Some factors remain the same
Prior
Attainment
English as
an Additional
Language
6th Form
Lump Sum
Mobility
Rates
Looked After
Children
Fringe
Deprivation
Basic
entitlement
Split site
School
Budget
Share
Private
Finance
Initiative
6
Some factors have changed
Prior
Attainment
English as
an Additional
Language
6th Form
Lump Sum
Mobility
Rates
Looked After
Children
Fringe
Deprivation
Basic
entitlement
Split site
School
Budget
Share
Private
Finance
Initiative
7
And there is a new ‘Sparsity Factor’
EAL
6th Form
SEN
Rates
Mobility
Fringe
Split
site
LAC
Deprivation
Basic
entitlemen
t
Lump
Sum
PFI
School
Budget
Share
Sparsity
Factor
8
13 funding factors in 2014/15
English as an
Additional
Language
6th Form
Lump Sum
Prior
Attainment
Rates
Mobility
Fringe
Looked After
Children
Split site
Private
Finance
Initiative
Deprivation
Basic
entitlement
School
Budget
Share
Sparsity
9
Refinements to pupil-led factors
Basic
Entitlement
• Minimum £2k for primary pupils; £3k
for secondary pupils
Prior
Attainment
• Changes to measurement at Early
Years Foundation Stage and Key
Stage 2
Mobility
Looked After
Children
• Now only applied when the number
of ‘mobile’ pupils exceeds 10%
• Applies to any child who has been in
care for at least one day during a
specified period
10
Changes to pupil-led funding:
Local authorities must ensure that at least 80% of delegated
funding is distributed by pupil-led factors
Minimum distribution of delegated funding by LAs
Non Pupil Led
Factors
20%
Pupil Led Factors
80%
11
Changes to the lump sum
 2014/15
 2013/14
Primary
Secondary
Up to £200,000
Primary
Secondary
Up to £175,000
Up to £175,000
• Option to have different lump sums for primary and secondary
• Lump sum capped at £175,000 per school
• Amalgamating schools receive 85% of the combined total for the
next full year
12
The new sparsity factor - Eligibility
Primary School
• Up to 150 pupils
• More than an
average of 2
miles to second
nearest school
Secondary
School
• Up to 600 pupils
• More than an
average of 3
miles to second
nearest school.
Middle and ‘All
Through’
• Up to 600 pupils
• More than an
average of 2
miles to second
nearest school
13
The new sparsity factor - Funding
• Aimed at supporting necessary small schools
• £100k maximum allowable for a sparse school
• Flat rate or tapered amount, relative to the size of the school
14
Sparse Primary
Academy has 100
pupils
Next nearest
school
5 miles
4 miles
Average miles to
the next nearest
school = 2.38 miles
3 miles
Sparse
Primary
Academy
2 miles
1 mile
1 mile
Next nearest
school
KEY
1 mile
2 miles
Distance to Sparse
Primary Academy
Distance to 2nd
nearest school
15
Sparsity factor calculations
Pupils whose nearest
school is ‘Sparse
Primary Academy’
Distance to next nearest school (miles)
School B
Pupil 1
2
Pupil 2
3
Pupil 3
4
Pupil 4
5
School C
Pupil 5
1
Pupil 6
1
Pupil 7
1
Pupil 8
2
Total Miles to 2nd
nearest school
14
5
Average miles: 19 miles/8 pupils = 2.38 miles
16
Falling rolls fund
• Fund in advance of a
1100
temporary dip in population
1000
schools / academies
• Schools Forum to agree the
criteria and be consulted on
Pupil Numbers
• Only for good or outstanding
900
800
700
allocations
• Needs to relate to local place
planning
600
500
2012 2013 2014 2015 2016 2017 2018 2019 2020 2021
Year
17
Changes to Schools Forum regulations
• One member from an institution providing education to 16-19
year olds required
• Requirement to have representation from a 14-19 partnership
removed
18
Exceptions and exclusions examples
• Carry forward of approval on exceptional premises factors
• No carry forward of approval for exclusions from the MFG
• Changes to pupil numbers as a result of reorganisation or agerange change
• Sparsity calculation, if the ‘crow flies’ measure produces
perverse results
19
How is the calculation put together?
School
Budget
Share
Calculation
Minimum
Funding
Guarantee
Education
Services
Grant
£
20
Pupils with special educational needs
(SEN)
• Now mandatory that local authorities delegate sufficient
funding to allow schools to meet the costs of additional SEN
support up to £6k
• Criteria for extra targeted funding to be decided in advance
and described on pro forma
• More detail in the separate High Needs presentation
21
Pre-16 high needs funding
Pre 16 SEN and AP
Mainstream Setting
Element 1:
core
education
funding
Element 2:
additional
support
funding
Element 3:
top-up
funding
Place
Led
Mainstream per pupil
funding (basic
entitlement)
Contribution of £6,000 to
additional support
required by a pupil
Pupil
Led
Specialist Setting
Base funding of £10,000 for SEN
and £8,000 for AP placements.
Base funding is provided on the
basis of planned places
‘Top up’ funding from the local authority responsible for the
pupil (or it could be a school in the case of AP) to meet the
additional costs of meeting the needs of each pupil or student
placed in the institution
22
Late changes or differences of opinion
on place numbers
Academy
LA
EFA
Place
numbers
23
Growth revenue
 Pupil numbers decreasing
 Lagged funding (Census based)
 Estimates (Pupil Number Adjustment)
 Falling rolls fund
 Pupil numbers increasing
 Popularity
 Basic need
 Small and/or rapidly growing institutions
 LA wide re-organisation
 Exceptional circumstances
24
Inputs: your funding calculation
LA pro
forma
Census
Allocation
The accuracy of your
allocation depends on
the data on which it’s
based.
Estimates
25
Where next?
Before
2013/14
• Multiple local
and national
data sources
• 37 Factors
• 8,000 Variations
• 150 LA models
• Pre 16
statement
• Post 16
statement
• High Needs
statement
2013/14
• 12 factors
• National
datasets
• 1 statement
2014/15
• New sparsity
factor
• Refinements
and
improvements
2015/16
• National Fair
Funding
Formula
• Self Service
26
Key dates
14 October
RFDC 1 - collection of estimated pupil numbers from establishments not
on Census
31 October
Due date for local authorities to provide draft Pro Forma submissions
31 October
School Census return deadline
20 November
Webinar - High Needs for academies
25 November
Webinar – Funding for Free Schools, UTCs and Studio Schools
29 November
RFDC2 - Collection of additional data required for non-recoupable
establishments
23 December
Local authorities submit high needs place numbers to EFA
21 January
Local authorities provide final Pro Forma submissions
Mid February
EFA start to communicate academy allocations
31 March
All academies have received a 2014/15 allocation
27
Further information
•
•
•
•
•
Funding guidance available on the DfE website and Resources tab of
the Live Group portal
Queries and applications to disapply the regulations should be sent to
[email protected]
Recoupment guidance for 2013-14 can be found here
Academy enquiries can be addressed to
[email protected]
Responses on the Feedback tab of the Live Group portal
28
Other online events
Presentations
•
Post-16 funding
•
High Needs for academies
•
High Needs for Local Authorities
Webinars
•
4th November - High Needs for Local Authorities
•
20th November - High Needs for academies
•
25th November - Funding for Free Schools, University Technical
Colleges and Studio Schools
29

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