Post on 01-Apr-2015
Academy Funding in 2014/15
This presentation will cover:
• context
• changes from 2013/14
• exceptions and exclusions
• overview of high needs
• timetable
• further information
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The context
• The overall architecture is the same
• Refinements
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Journey from complex to simple
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Before 2013
2013/14
2014/15
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
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12 funding factors introduced in 2013/14
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Some factors remain the same
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Some factors have changed
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And there is a new ‘Sparsity Factor’
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13 funding factors in 2014/15
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Refinements to pupil-led factors
Changes to pupil-led funding:
Pupil Led Factors 80%
Non Pupil Led Factors
20%
Minimum distribution of delegated funding by LAs
Local authorities must ensure that at least 80% of delegated funding is distributed by pupil-led factors
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Changes to the lump sum
2013/14Primary Secondary
Up to £200,000
2014/15Primary 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
• LA Pro forma includes sparsity calculation
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The new sparsity factor - Eligibility
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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
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Sparse Primary Academy
Next nearest school
Next nearest school
1 mile
1 mile
2 miles
1 mile
3 miles
5 miles
2 miles
4 miles
Sparse Primary Academy has 100 pupils
Average miles to the next nearest school = 2.38 miles
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KEYDistance to Sparse Primary Academy
Distance to 2nd nearest school
Sparsity factor calculationsPupils whose nearest school is ‘Sparse Primary Academy’
Distance to next nearest school (miles)
School B School C
Pupil 1 2
Pupil 2 3
Pupil 3 4
Pupil 4 5
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 miles16
Falling rolls fund
• Fund in advance of a temporary
dip in population
• Only for good or outstanding
schools / academies
• Schools Forum to agree the
criteria and be consulted on
allocations
• Needs to relate to local place
planning
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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
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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 age-
range change
• Sparsity calculation, if the ‘crow flies’ measure produces
perverse results
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How is the calculation put together?
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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
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Pre-16 high needs funding
Element 1: core
education funding
Element 3: top-up
funding
‘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
Element 2: additional support funding
Place Led
Mainstream per pupil funding (basic entitlement)
Contribution of £6,000 to additional support required by a pupil
Mainstream Setting
Pre 16 SEN and AP
Base funding of £10,000 for SEN and £8,000 for AP placements. Base funding is provided on the
basis of planned places
Specialist Setting
Pupil Led
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Late changes or differences of opinion on place numbers
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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
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Inputs: your funding calculation
LA pro forma
Census
Estimates
Allocation
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The accuracy of your allocation depends on the data on which it’s based.
Where next?
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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
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• 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
ReformTeam.funding@education.gsi.gov.uk
• Recoupment guidance for 2013-14 can be found here
• Academy enquiries can be addressed to
academyquestions@efa.education.gov.uk
• Responses on the Feedback tab of the Live Group portal
Further information
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Other online events
Presentations:• Post-16 funding • High Needs for academies• High Needs for Local Authorities Webinars:• High Needs for academies• High Needs for Local Authorities• Funding for Free Schools, University Technical Colleges and
Studio Schools
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