Education Financial Services

Finance Procedure Manual

22. Reorganisation Funding

22.1 Scheme Entitlement

The section 52 states the following re reorganisation

“ At the times when the LA’s planned development results in school closures, reorganisations, amalgamations and extensions of buildings and facilities, adjustments may be made to the budgets of the affected schools. Budget changes will normally be based upon consequential variations in pupil numbers.

Where closed schools have a clear successor, e.g. a First and a Junior school amalgamating into a Primary school, the successor school will be given additional funding equivalent to any surplus balances of the closed schools. Any deficit balances of the closed schools may be deducted from additional funding that would otherwise be given to the new school, but will not be recovered by reducing the new school’s main budget share.

Where changes take place as a result of reorganisation the ceiling protection will not apply.”

22.2 Transitional Funding on Reorganisation at 2008/09 values

Schools will receive a fixed sum of £5,197 for additional administration costs and teacher planning time when undergoing reorganisation.

Schools that are reorganised and lose one-year group will receive transitional funding depending on the type of school.

 First Schools becoming Infant Schools receive 25% of AWPA of the lost year 3.  Middle Schools becoming Junior Schools receive 15% of AWPA of the lost year 7.  First and Middle Schools becoming Yr0/R-Yr6 Primary Schools receive 20% of AWPA of the lost year 7.

E.g. A middle school becoming a primary with 60 pupils in year 7 at the January count date would receive 20% of £2,296 X 60 pupils as transitional funding.

Reorganised schools will receive funding for equipment for an additional year group to the school. The number of pupils funded will be based on the Public Notice Number (or the actual number of pupils if higher) and includes the increase for additional pupils in year 7 in a dual entry high school.

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Reorganisation Funding

The amount of funding given will be:

Yrs 0, R Other years Per pupil for an extra year group in the school 326 227 Per pupil for a year group replacing an existing year group 130 90

All the above amounts refer to the year of reorganisation only.

22.3 Summary of Reorganisation Entitlement

Additional Funding

All schools are entitled to a fixed sum for planning purposes currently £5,197

Losing a year group

Old Type of School New Type AWPA % First/First & Nursery Infant/Infant & Nursery 25%of AWPA of lost Yr 3 Middle School Junior School 15%of AWPA of lost Yr 7 First & Middle Primary 20% of AWPA of lost Yr 7

Funding for equipment for an additional year group based on Public notice number or actual number whichever is greater.

Yrs0,R Other Years Per Pupil Extra year group 326 227 Per pupil per replacement year group 130 90

Funding Changes Resulting from Reorganisation

For schools that wish to calculate a rough idea of the financial effect of the change the following shows the change in fixed sum

From To Change in Fixed Sum First Infant No change First Primary Increase of £5,735 First & Middle Primary Decrease of £17,897 Middle Junior No change Yr 8-11 Yrs 7-11 Increase of £18,046

The difference between AWPA for year 7 and year 3 is £355

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Reorganisation Funding

Additional year groups are paid at the relevant AWPA for that year group and calculated in accordance with the scheme.

Provision of up to 30 days supply cover for a head teacher taking on a new school, i.e. where two schools combine to make a new school, is available which is equivalent to £5,070. Evidence of expenditure is required.

Values in this document are for the financial year 2008/09, updated figures can be found in the relevant years section 52 statements.

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