Total Membership 25 The Forum is quorate if at least 40% (10) of the members are present
London Borough of Waltham Forest SCHOOLS FORUM Day/Date/Time Venue Wednesday 13 February 2019 Council Chambers, 1st Floor, Waltham Forest Tea/Coffee and Light Refreshments: 5:00pm Town Hall Forest Road Walthamstow E17 4JF Main Meeting: 5:30pm Contact: Telephone / Email: Clerk to Schools Forum [email protected] Maintained Primary Headteacher Representatives (4) Jane Harris Edinburgh Primary Kate Jennings Mission Grove Lindsey Lampard Chingford CofE Primary Linda Adair Henry Maynard Primary School and Nursery Ruth Boon St Joseph’s Infants Primary Academies and Primary Free Schools Representatives (4) Amanda Daoud Lime Trust Larkswood Anne Powell Riverley Primary Lynne Harrowell Lime Trust Larkswood Maureen Okoye (Vice-Chair) Davies Lane Primary Academy & Selwyn Primary Maintained Primary Governor Representatives (1) Aktar Beg Edinburgh Primary Nursery School Representative (1) Helen Currie Church Hill and Low Hall Nursery Schools and Children’s Centres Maintained Secondary Headteacher Representatives (3) Grainne Smyth Leytonstone School Lynnette Parvez Kelmscott School Secondary Academies and Secondary Free Schools Representatives (4) Gareth Cross Connaught School for Girls Mark Morrall Rushcroft / Chingford Foundation Rob Pittard Norlington School for Boys Vacant Maintained Secondary Governor Representative (1) Gillian Barker Walthamstow School for Girls Special School and Special Academies Representative (1) Gary Pocock Hornbeam Academy PRU(1) Catherine Davis Hawkswood Group Non School Members (4) Early Years Providers Sarah Kendrick (Redwood Pre-School) 16-19 Providers Joy Kettyle (Waltham Forest College) Trade Unions Steve White (NEU) Diocesan Moira Bishop (Brentwood Diocese)
1 Total Membership 25 The Forum is quorate if at least 40% (10) of the members are present
AGENDA
Agenda Report Name Report Authors Item 1. Welcome all and Apologies. Election of Chair. Chair 2. Declaration of Interest All 3. Minutes of the Meeting held on 16 January 2019 Chair and Matters Arising 3a Decision Sheet from Meeting 16 January 2019 For the record 4. Early years funding formula for the provision of Eve McLoughlin free education places for 2, 3 and 4 year olds for 2019-20 5. High Needs Block Indicative Income and Duncan James-Pike, David Expenditure for Financial Year 2019-20 Kilgallon 6. Local Funding Formula 2019-20: Indicative Duncan James-Pike Budget Shares 7. MAINTAINED SCHOOLS ONLY: Duncan James-Pike Scheme for Financing Schools 8. Date of Next Meeting: Tuesday 14 May 2019 Extraordinary Meeting to Discuss High Needs 5:30pm (Light refreshments from 5:00pm) Council Chambers, Waltham Forest Town Hall
2 Schools Forum – 16 January 2019
MINUTES OF SCHOOLS FORUM MEETING Wednesday 16 January 2019 Town Hall Chambers, Waltham Forest Town Hall 17:30
ATTENDEES Zoey Quinn Clerk to Schools Forum [email protected]
Maintained Primary Headteacher Representatives (5) Jane Harris Greenleaf Primary (Apologies) Kate Jennings Mission Grove Linda Adair Henry Maynard Primary School and Nursery Lindsey Lampard Chingford CofE Primary Ruth Boon St Joseph Catholic Infants Primary Academies and Primary Free Schools Representatives (4) Amanda Daoud Lime Trust Larkswood Anne Powell Riverley Primary Academy Lynne Harrowell Lime Trust Larkswood Maureen Okoye (Vice-Chair) Davies Lane Primary Academy & Selwyn Primary Academy Maintained Primary Governor Representatives (1) Akhtar Beg Edinburgh Primary (Apologies) Nursery School Representative (1) Helen Currie Church Hill & Low Hall Nursery Schools Maintained Secondary Headteacher Representatives (2) Grainne Smyth Leytonstone School (Apologies) Lynnette Parvez Kelmscott School Secondary Academies and Secondary Free School Representatives (4) Mark Morrall South Chingford Foundation School Gareth Cross Connaught School for Girls (Apologies) Rob Pittard Norlington School and Sixth Form (Apologies) Vacant Maintained Secondary Governor Representative (1) Gillian Barker Walthamstow School for Girls Special School and Special Academies Representative (1) Gary Pocock Hornbeam Academy
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Schools Forum – 16 January 2019
PRU (1) Catherine Davis Hawkswood Group Non-School Representatives (4) Sarah Kendrick Redwood Pre-School – Early Years Provider Steve White Trade Unions, NEU Joy Kettyle Waltham Forest College representing the 16-19 Providers Sector Moira Bishop Diocesan (Apologies) LBWF Officers Duncan James-Pike Strategic Finance Advisor , Children and Young People Services Raina Turner Head of Education Finance David Kilgallon Director of Learning and System Leadership Sergio Dimech Principal Accountant, Education Finance Jerome Francis Senior Accountant, Education Finance Observers Graham Jackson School Business Manager, Willowfield School Apologies Rob Pittard Norlington School and Sixth Form Gareth Cross Connaught School for Girls Moira Bishop Diocesan Grainne Smyth Leytonstone School Raza Ali Leytonstone School Jane Harris Greenleaf Primary Akhtar Beg Edinburgh Primary Linzi Roberts-Egan Deputy Chief Executive, Families and Homes
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Schools Forum – 16 January 2019
MINUTES
1. Welcome and Apologies
2. Declaration of Interest
None declared.
3. Minutes of the Meeting held on 12 December 2018 --- and Matters Arising.
3.1 Matters Arising
None.
3.2 Decision Sheet from Meeting 12 December 2018
All agreed the content of the minutes and decisions.
4. Agenda Item - Early Years Funding Block
2.1 Forum to Note – Noted.
2.2 Vote on all 2.2.1, 2.2.2, 2.2.3 and 2.2.4 – Yes 12, No 0
The consultation will model the options and hourly rate.
Q. Deprivation consultation options- Is option 1 for deprivation the same as option 2?
A. No. option 1 is in line with what is currently in place for 2018-19. Option 2 provides an option with less increments between the bands, and should results in more even distribution of deprivation payments
Q. Deprivation Supplement: it is not clear what the impact will be if we chose Option 1 or Option 2?
A. Once providers choose how much they would like allocated to the deprivation budget, in response to question 1, this overall budget will be allocated in different ways according the response to question 2. Modelling information will be provided with the consultation question, which will give an indication as to how choosing which option may affect payment levels.
Q. Early years centrally retained reserves- Where has the underspend of £31,000 come from?
A. There was an underspend in the early years reserves at the end of 2017-18, when the centrally retained budget could be set at 7% of the early years block. We were also successful in applying for some grants from the DfE in 2017-18,
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Schools Forum – 16 January 2019
which reduced our spend. The centrally retained block can now be set at a maximum of 5% of the early years block. This underspend from 2017-18 has therefore been spread over five years to provide longer term sustainability to the early years funding in order to deliver our statutory duties.
Q. Why has the Early Years System Leadership (EYSL) money not been spent?
A. The EYSL board have provided a report on their expenditure, which outlines the reasons that the budget has not been fully spent. This was a new initiative, and it has taken longer than anticipated to get it set up and running effectively. The terms of reference and membership of the board will be reviewed in the summer term 2019 and the budgets updated. A range of support has been delivered in 2018-19 and there are plans in place to deliver a range of support and peer visits from Early Years Senior Leaders in Education (SLE’s) from Waltham Forest Teaching Schools in the Spring and Summer Term 19. The EYSL board are also looking at ways in which they can encourage more schools and settings to engage with EYSL and take up the support and training offer.
Comment: I think that the EYSL board have provided a good report.
Q. I agree, but also feel that it is important that EYSL has a clear strategy, which outlines outcomes and impact, particularly as this is the sectors money. Can the early years system leadership board provide a copy of their strategy to Schools Forum?
A. Yes, I will ensure that this information is passed on to the Chair of the (EYSL) board so that they can ensure that they provide regular report to Schools Forum as well as the LA and the Early Years Task & Finish group.
Comment: The Chair of the (EYSL) board met with LA’s officer responsible for the Hub website to discuss how information regarding support and training available through (EYSL) can be made more widely available, and increase take up.
5. DSG 2.1 - To be noted –Forum Noted. Modelling of budgets: we are hoping to be ready before the next School Forum. As soon as decision on the disapplication is made we will publish the budgets within a couple of days and present the detail to Schools Forum. Q. Instead of £1 million, the transfer will be £300,000?
A. £322,000.
6. AOB
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Schools Forum – 16 January 2019
There needs to be an acting chair for February. The call over on 4th February is important for running through the reports for school forum.
Maureen Okoye has agreed to chair the next School Forum.
7. Date of Next Meeting:
13 February 2019 at 17:30, Council Chambers, Town Hall.
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Decision Sheet Schools Forum 19 January 2019
Schools Forum 19 January 2019
Summary of Decisions
Item 4 Early Years Funding Block : Early Years Task and Finish Group consultation proposals regarding free education for 2, 3 and 4 year olds for 2019-20
Schools Forum noted:
2.1.1 The feedback from the first two meetings of the EYTFG on 17 October and 19 December 2018.
Schools Forum agreed:
2.2.1 That all EYFF financial modelling will be based on deductions of 5% for LA centrally retained expenditure and 3% for the SEN Inclusion Fund.
2.2.2 The draft LA centrally retained budget for 2019-20 as set out in Appendix D.
2.2.3 The draft Early Years underspend reserve budget 2018-2023 as set out in Appendix E.
2.2.4 That further consultation takes place as outlined in Section 7 of this report.
Item 5 Dedicated Schools Grant 2019-20
Schools Forum noted:
2.1 The contents of this report.
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8 LONDON BOROUGH OF WALTHAM FOREST
Meeting / Date SCHOOLS FORUM Agenda Item 4 13 February 2018
Report Title Early years funding formula for the provision of free education places for 2, 3 and 4 year olds for 2019-20 Decision/ For Discussion and Decision Discussion/ Information
Report Author/ Eve McLoughlin, Head of Early Years, Childcare and Business Contact details Development Tel:- 020 8496 3576 [email protected]
Appendices Appendix A : Final Hourly rates and estimated delivery hours for 2019-20 Appendix B: Indicative budget shares for 2019-20 Appendix C: DfE 95% pass through compliance tool Appendix D: Deprivation supplement payments 2019-20 Appendix E: Control total for Early Years Funding for 2, 3 & 4 year olds 2019-20 Appendix F: EYFF per pupil rates for 2018-19 & 2019-20 Appendix G: Consultation questions and responses
1. SUMMARY
1.1 This report sets out the following financial information in relation to the provision of free education for 2, 3 & 4 year olds:
• Total funding available for allocation to providers in 2019-20 via the Early Years Funding Formula (EYFF);
• Final per pupil hourly rates for 2019-20;
• Indicative budget shares for providers in 2019-20; and
• Proposed method for collecting pupil data and making payments to providers in 2019-20.
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9 2 RECOMMENDATIONS
2.1 That Schools Forum agrees:
2.1.1 That the final hourly rates and indicative budget shares as set out in Appendix A and B should form the basis of monthly allocations to all Early Years providers in 2019-20.
2.1.2 An SEND Inclusion Fund budget of £633,772 as set out in section 10.
2.1.3 An Early Years System Leadership budget of £58,307 as set out in 9.6.
2.1.4 The proposed procedure for the collection of data and adjustment to budget shares in 2019-20 as set out in section 5.
2.1.5 The funding rates for 2, 3 & 4 year olds as set out in Appendix F for 2019- 20 and the control total for 2019-20 as set out in Appendix E.
2.2 That Schools Forum notes:
2.2.1 The feedback from the final consultation as set out in Appendix G.
2.2.2 That final outturn expenditure figures for the 2018-19 Early Years Block (EYB) funding are not available currently. Final DfE/EFA EYB allocations are also not available currently as these are based on January 2018 and January 2019 census data, which is not yet finalised and published. Both of these sets of data are due to be published by the DfE/EFA during Summer 2019.
2.2.3 Early Years underspend reserves will be used to cover any 2018-19 EYB budget reductions by the DfE/EFA. Further details on the Early Years underspend reserves will be provided to Schools Forum when accurate year-end expenditure is available.
2.2.4 That the LA is compliant with the DfE 95% pass through rate as outlined in the compliance tool as set out in Appendix C.
2.2.5 The EYFF per pupil hourly rates 2018-19 as set out in Appendix F.
3 REASON
3.1 The Local Authority is required to consult annually with Schools Forum on arrangements for Early Years provision.
4. BACKGROUND
4.1 Appendix F sets out the EYFF per pupil hourly rates for 2, 3 & 4 year olds for 2018-19 agreed by Schools Forum on 21 February 2018. During 2018-19 the LA allocated additional funding from the Early Years underspend reserves to top up the EYB funding received from the DfE/EFA. This enabled hourly rates paid to providers of Free Early Education Entitlement (FEEE) places for two year olds to be uplifted by 45 pence per hour to £5.66 per hour.
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4.2 Appendix E sets out the control total for EYB funding for 2, 3 & 4 year olds for 2019-20. The indicative allocations for settings for 2019-20 as set out in Appendix A & B are in relation to the universal free early education entitlement (570hrs per annum) for 3 & 4 year olds only, they do not include the extra funding for 3 & 4 year olds who will receive the extended 30hrs FEEE entitlement, as we do not know at this point where these children will take up their places. Payments made in respect of 3 & 4 year olds for the universal 15 hour entitlement and extended 30hr entitlement will be paid at the same hourly rate as set out in Appendix F.
4.3 Appendix F sets out the proposed rates for 2019-20.
4.4 A contingency will be held in the Early Years underspend reserves to cover additional expenditure in respect of census anomalies, increases in numbers of eligible children who are not taking up a place at the time of the January census, and any further adjustments to the 2018-19 EYB funding by the DfE/EFA following the January 2019 census.
5. PREDICTED BUDGET SHARES FOR 2019-20
5.1 The final indicative budget for 3 & 4 year olds is based on the predicted number of hours that will be delivered in 2019-20. Predictions were based on the calculations outlined below, based on statutory entitlement commencement dates (term after child’s third birthday):
Table 1- Basis for predicted hours calculation 2019-20 Term Term dates Data that will be used as basis for final calculation Summer April – August 2018 Actual hours delivered in Summer term Term 2018 Autumn Term September – No. of children recorded on the Autumn December 2018 2018 Census Spring Term January – March No of children on EY Hub Pupil Register 2019 during Jan 18 Census week
5.2 In order to ensure that the DfE/EFA do not reduce the 2019-20 EYB budget allocation (published in December 2018) for 3 & 4 year olds, the LA would have to record 4,684 children aged 3 & 4 taking up the universal 15 hour entitlement in both the January 2018 and the January 2019 Census. If these numbers are not achieved the LA’s budget will be reduced to reflect the number of children recorded.
5.3 In order to allocate the total budget allocation for the universal 15 hour entitlement for 3 & 4 year olds to schools and settings, predicted budgets have been based on the data set out in Table 1 above, plus a contingency of 77,520 hours (equivalent to 136 children taking up their full entitlement) for new providers, providers that fell out of FEEE contract for a period of time during 2018-19, and changes in predicted vs actual numbers.
5.4 Providers will be paid for all of the actual hours that they provide, whether this is above, below or in line with the predicted budgets.
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5.5 IDACI data is based on Autumn/October 2018 census data or in the absence of this data, ward average data was used. Ward averages will also be used for childminders due to the small numbers of children provided a place by them.
5.6 A new financial payments system will be introduced from April 2019. Payments will be made to providers on a monthly basis based on the actual number of hours provided in the previous month. Number of hours delivered will be taken from the EY Hub pupil register, it is therefore vital that providers keep their pupil registers up to date on a weekly basis with starters and leavers to avoid significant under or over payments. Full financial guidance will be available on the borough’s Hub Website https://thehub.walthamforest.gov.uk/policy/early-years/feee/guidance
6. THE DfE OPERATIONAL GUIDANCE REQUIREMENTS
6.1 DfE/EFA guidance1states that at least 95% of the 3 & 4 year old budget MUST be passed through to providers. The DfE will monitor this policy implementation through the LA’s annual s251 budget returns to them. A calculation tool has been produced by the DfE for use by LAs to ensure that they comply. A copy of the Waltham Forest calculation tool, confirming compliance with this requirement can be found at Appendix C.
7. Waltham Forest EYFF 2019-20
7.1 In line with the outcome of the early years consultation, and DfE/EFA guidance2, the following has been incorporated into the funding formula:
• A universal base rate for all types of provider;
• Supplementary funding for maintained nursery schools, at a rate of £1.71 per hour;
• Deprivation payments made across IDACI bands 1-6, with a higher payment weighting to IDACI bands 4-6; and
• 4.5% of the overall budget3 for 3 to 4 year olds has been allocated to supplements as follows: a) £58,307 (0.3%) to a quality supplement for system leadership and workforce development. b) £727,051 (4.2%) to deprivation
7.2 The overall hourly per pupil rate is a combination of base and deprivation rates. This makes it easy for a provider to calculate income based on actual hours recorded and adjust expenditure where necessary. The hourly per pupil rate for all providers are set out in Appendix A.
1 Early years entitlements: local authority funding of providers Operational guide 2019 to 2020, published in November 2018 2 Early years entitlements: local authority funding of providers Operational guide 2019 to 2020, published in November 2018 3 A maximum 10% (£1.73 million) of the overall budget which is passed through to providers for 3 to 4 year olds can be allocated to supplements. 4
12 7.3 Predicted annual hours will be multiplied by the overall hourly per pupil rate for that provider to calculate their indicative budget share.
7.4 The Early Years Pupil Premium is child-specific and will be paid at a rate of £0.53 per hour, in addition to the EYFF hourly rate, for eligible pupils included in headcount returns. There is a budget allocation of £141,000 within the EYB to fund these payments.
7.5 Appendix B sets out the indicative budget shares for all Early Years providers for 2019-20.
8 CONSULTATION
8.1 Schools Forum agreed at its meeting on 16 January 2019 that early years providers should be consulted on the EYFF for 2019-20.
8.2 An online consultation ran between 18 January 2018 and 28 January 2019. Providers were made aware of the consultation via e-mail. E-mails were sent to all Chairs of Governors, Headteachers, and Ofsted registered PVI sector providers on 18 January 2019 advising them of the consultation and providing a link to the online survey. Follow up emails were sent on 25 and 28 January 2019. An information session was also available for providers to attend on 24 January, however no providers attended.
8.3 Providers were also given a LA e-mail address and the names of their Early Years Task and Finish Group (EYTFG) representatives, as well as contact details. This enabled providers to seek and receive information and clarification if required.
8.4 EYTFG members were also asked to make their respective sector aware of the consultation and encourage them to respond.
8.5 The survey contained 5 questions relating to the EYFF, each of these questions provided multiple options. All of the questions were preceded with information relating to the questions. Additional information was also available via hyperlinks within the questions. A hard copy of the consultation questions were also made available to enable respondents to discuss and agree a collective response before submitting their answers online.
8.6 Budget shares for Early Years providers have been determined based on recommendations made by Schools Forum and take into account the view of the EYTFG and the results of the provider consultation.
9. THE CONSULTATION OUTCOME
9.1 Consultation questions and responses can be found at Appendix G.
9.2 Question 1 of the consultation detailed the type of setting that submitted the response. A summary of the responses by provider type has however been provided in Table 3 below.
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Table 3: consultation responses by provider type
Total number of Total number of Consultation providers providers who response rate commissioned responded to the to provide FEEE consultation places PVI Full Daycare 41 10 24% PVI Preschool/ 34 14 41% Term Time Maintained 3 2 67% Nursery School Maintained 26 11 42% Primary School Non-Maintained 16 3 19% Primary School Childminder 64 13 20% Total 184 53 29%
9.3 The provider response rate has increased by 12 percentage points, from 17% last year to 29% this year. However not all respondents answered all of the questions. The numbers of respondents to each question are detailed below.
9.4 All consultation response percentages stated below have been rounded to the nearest whole number.
9.5 49% of the 51 of the responses to question 4, regarding the level of Base Rate, Deprivation and Early Years System Leadership Funding; chose Option 4.
Option 1 35% Option 2 8% Option 3 8% Option 4 49%
9.6 Comments provided by respondents supported the purpose and delivery of Early Years System Leadership, however, as the 2017-18 and 2018-19 budgets have not been fully spent, the majority felt that a budget of 0.3% would be sufficient for 2019-20. Based on current projections this would allow a budget allocation as set out in Table 4 below:
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Table 4: Indicative Systems Leadership budget 2018-2021 2018-19 2019-20 2020-21 £ £ £ In year budget 207,748 58,307 58,307 Carry forward from previous year 128,520 63,785 Total Budget 207,748 186,827 122,092
9.7 75% of the 44 responses to question 5, regarding the hourly payment rate for each of the deprivation rate bands, chose to change the current allocation to a new option that distributes the payment levels and increases between the payment bands more evenly across the six payment levels. Respondents stated that they felt the funding was important to support children across Waltham Forest and that by choosing option 2 the allocation will be more evenly distributed across all settings to support deprived/vulnerable children.
9.8 There are slight variances between the indicative deprivation rate payment bands that formed part of the consultation, and the final 2019-20 deprivation payment bands as set out in Appendix F. These adjustments were required to ensure that deprivation expenditure remained within the allocated annual budget of £569,445 when the 2019-20 estimated delivery hours, and the demographics of the children attending their setting using the October 18 Census data were used. Providers were made aware, as part of the consultation, that the figures that formed part of the consultation were indicative, and may need to adjusted. The principles of more consistent payment band increments which are less heavily weighted to the higher IDACI bands have been applied in line with respondents’ requirements.
9.8 93% of the 46 responses to question 6 chose to keep the current 45p top up rate for 2 year old Free Early Education Entitlement. Some respondents commented that without the 45p top up they would not be able to deliver 2 year old places due to staff cost linked to the statutory adult to child ratio of 1:4. Some respondents also commented that any change to the top up in the future (it is currently funded from the early years block reserves underspend) would need to be phased out to support settings to adjust to any potential lower hourly rate payments.
9.9 According to January 2018 census data published by the DfE, Waltham Forest had a take up rate of 48% for 2 year old children who were eligible for a free place. This was 24 percentage points below national, 13 percentage points below London and 12 percentage points below statistical neighbours. In line with the consultation outcome and in order to support an increase in take up of places, and to ensure that providers are not discouraged from offering places to eligible 2 year olds, provisional budgets have been allocated from the LA’s early years underspend reserves to fund a top up to the DfE rates for two year olds until 31 March 2020. This will be reviewed again as part of the 2020-21 EYFF budget setting consultation.
9.10 96% of 46 the responses to question 7 wanted the SEN Inclusion Fund budget to remain at 3% of the Early Years Block for 2019-20. Respondents stated that they believe the budget was key to providing adequate support for those children with 7
15 developmental delay and SEND. The majority of those that commented stated that any underspend from the 2018-19 budget should be carried forward to 2019- 20 to ensure that the current level of support is maintained. It was also stated that by carrying forward this underspend, no further deductions would need to be made to the base rate payment levels, which could have an impact on place availability.
9.11 82% of the 44 responses to question 8 regarding the current hourly top up provided to maintained nursery schools (MNS) chose Option B. Question 8 received the largest number of comments. Respondents understood the concerns of the MNS’s but felt that FEEE providers across all sectors were also facing financial pressures. They felt that as MNS’s have been aware of the potential loss of this supplement since November 184, they would have begun planning for this at this point, and should continue to make plans throughout 2019-20 for any loss of this supplement with the support of the LA.
9.12 The LA will therefore take no action with regards to the 2019-20 Early Years Funding Formula in respect of MNS’s, and await the funding decision from the DfE/ESFA for the 2020-2021 Early Years Block. The LA will however continue to work in partnership with Maintained Nursery Schools during 2019-20 to look at options to support their financial sustainability in the longer term.
10. Proposed rates for 2019-20
10.1 Appendix F outlines the proposed per pupil hourly rates for 2019-20, based on the consultation outcome.
10.2 The proposed budget for the SEN Inclusion Fund (SENIF) is £633,772. This will be allocated as out in Table 5:
Table 5: Early Years block spend on under 5’s with SEND 2019-20
Description Funding Source Budget for under 5’s with SEND
2019-20
Contribution to EHCP costs for early years SENIF budget 18-19 £161,794 foundation stage pupils in Schools and PVI’s (estimated carry forward from 2018- 19)
Contribution to EHCP costs for early years SENIF budget 19-20 £133,772 foundation stage pupils in Schools and PVI’s
4 An update to the information provided in the 2018-19 EYNFF guidance was provided in the 2019-20 EYNFF guidance which made it clear that, ‘Maintained Nursery Schools must be paid a universal base rate from 2019 to 2020, however authorities may continue to use ‘lump sums’ to distribute additional funding to Maintained Nursery Schools’ 8
16 SENIF panel applications (pre reception SENIF budget 19-20 £500,000 age children not on an EHCP only) Subtotal - Inclusion Fund £795,566
Statutory duty to provide information, Early Years Block- £92,499 advice and training to PVI’s re meeting the centrally retained needs of children with SEND budget (including Area SENCO's) Disability Access Fund (DAF) Early Years Block £75,645
Total Funding on under 5’s £963,710
10.3 Full details of how to apply for SENIF funding is available on the Hub website, along with application forms and guidance documents. https://thehub.walthamforest.gov.uk/policy/early-years/funding- available-support-children-developmental-delay-or-send-access-childcare. All Ofsted registered Early Years providers and Schools with Nursery provision operating in Waltham Forest have free access to the EYFS and Childcare section on the hub. This section does not form part of the subscription element of The Hub. All EYFS professionals are encouraged to complete their own individual registration on the Hub website and to register to receive the Early Years newsletter to ensure that they are able to access the full range of information, advice and training information available.
10.3 The proposed budget for system leadership is £58,307.
9
17 Appendix A- Final hourly rates and estimated delivery hours for 2019-20 TOTAL BASE Funding Total Funding Maintained Total MNS Average Total IDACI 2019-20 Estimated Final 18-19 variance 18- School or Setting Name ESTIMATED 19-2020 via base rate Nursery supplement IDACI hourly payment hourly rate budget based hourly rate 19 vs 19-20 HOURS School (MNS) payment rate (Levels 1 to on 2019-20 (2019-20) Supplement 6) rates MAINTAINED NURSERY SCHOOLS Acacia Nursery 35,580 £4.85 £172,563 £1.71 £60,842 £0.34 £12,008 £6.90 £245,413 £6.92 -£0.02 Church Hill Nursery School 50,643 £4.85 £245,619 £1.71 £86,600 £0.14 £7,256 £6.70 £339,475 £6.68 £0.02 Low Hall Nursery School 32,271 £4.85 £156,514 £1.71 £55,183 £0.25 £7,906 £6.81 £219,604 £6.76 £0.05 TOTAL MAINTAINED NURSERY SCHOOLS 118,494 £574,696 £202,625 £27,171 £804,492
MAINTAINED NURSERY CLASSES Ainslie Wood Primary School 32,652 £4.85 £158,362 £0.00 £0 £0.14 £4,680 £4.99 £163,042 £5.01 -£0.02 Barn Croft Primary School 9,030 £4.85 £43,796 £0.00 £0 £0.22 £1,941 £5.07 £45,737 £5.02 £0.04 Buxton School 36,282 £4.85 £175,968 £0.00 £0 £0.28 £9,978 £5.13 £185,945 £5.10 £0.02 Chapel End Infant School & Early Years Centre 52,899 £4.85 £256,560 £0.00 £0 £0.13 £6,797 £4.98 £263,357 £5.03 -£0.05 Chase Lane Primary School 42,309 £4.85 £205,199 £0.00 £0 £0.18 £7,795 £5.03 £212,994 £5.05 -£0.01 Coppermill Primary School 16,614 £4.85 £80,578 £0.00 £0 £0.20 £3,384 £5.05 £83,962 £5.06 £0.00 Downsell Primary School 40,014 £4.85 £194,068 £0.00 £0 £0.30 £12,155 £5.15 £206,223 £5.10 £0.05 George Mitchell School 25,641 £4.85 £124,359 £0.00 £0 £0.32 £8,159 £5.17 £132,517 £5.25 -£0.08 George Tomlinson Primary School 23,055 £4.85 £111,817 £0.00 £0 £0.15 £3,390 £5.00 £115,207 £4.96 £0.04 Greenleaf Primary School 38,715 £4.85 £187,768 £0.00 £0 £0.19 £7,280 £5.04 £195,047 £5.02 £0.02 Gwyn Jones Primary School 21,261 £4.85 £103,116 £0.00 £0 £0.08 £1,753 £4.93 £104,868 £4.92 £0.01 Handsworth Primary School 22,632 £4.85 £109,765 £0.00 £0 £0.07 £1,617 £4.92 £111,382 £4.94 -£0.02 Henry Maynard Primary School 36,471 £4.85 £176,884 £0.00 £0 £0.16 £5,735 £5.01 £182,619 £4.95 £0.05 Mission Grove Primary School 51,861 £4.85 £251,526 £0.00 £0 £0.20 £10,527 £5.05 £262,053 £5.03 £0.03 Newport School 47,298 £4.85 £229,395 £0.00 £0 £0.06 £2,931 £4.91 £232,326 £4.92 -£0.01 Oakhill Primary School 14,853 £4.85 £72,037 £0.00 £0 £0.13 £1,970 £4.98 £74,007 £4.93 £0.06 Our Lady & St George's Catholic Primary 21,570 £4.85 £104,615 £0.00 £0 £0.23 £5,033 £5.08 £109,648 £5.12 -£0.04 Parkside Primary School 34,854 £4.85 £169,042 £0.00 £0 £0.23 £8,089 £5.08 £177,131 £5.02 £0.06 South Grove Primary School 31,488 £4.85 £152,717 £0.00 £0 £0.31 £9,695 £5.16 £162,412 £5.14 £0.02 St Josephs Catholic Infant School 17,403 £4.85 £84,405 £0.00 £0 £0.22 £3,901 £5.07 £88,305 £5.11 -£0.03 St Patrick's Catholic Primary School 21,333 £4.85 £103,465 £0.00 £0 £0.36 £7,741 £5.21 £111,206 £5.11 £0.11 Stoneydown Park School 20,961 £4.85 £101,661 £0.00 £0 £0.23 £4,809 £5.08 £106,470 £5.03 £0.04 The Winns Primary School 25,119 £4.85 £121,827 £0.00 £0 £0.40 £10,115 £5.25 £131,943 £5.17 £0.08 Thorpe Hall Primary School 25,644 £4.85 £124,373 £0.00 £0 £0.10 £2,603 £4.95 £126,977 £4.94 £0.02 Whitehall Primary School 25,341 £4.85 £122,904 £0.00 £0 £0.33 £8,310 £5.18 £131,214 £5.04 £0.14 Woodford Green Primary School 15,738 £4.85 £76,329 £0.00 £0 £0.15 £2,326 £5.00 £78,656 £4.94 £0.06 TOTAL MAINTAINED NURSERY CLASSES 751,038 £3,642,534 £152,714 £3,795,248
ACADEMY NURSERY CLASSES Barclay Primary School 60,363 £4.85 £292,761 £0.00 £0 £0.17 £10,399 £5.02 £303,160 £5.00 £0.02 Chingford Hall Primary School 19,377 £4.85 £93,978 £0.00 £0 £0.38 £7,266 £5.23 £101,245 £5.23 -£0.01 Davies Lane Primary School 58,518 £4.85 £283,812 £0.00 £0 £0.16 £9,383 £5.01 £293,195 £5.03 -£0.02 Hillyfield Primary Academy 49,551 £4.85 £240,322 £0.00 £0 £0.28 £14,026 £5.13 £254,348 £5.16 -£0.03 Larkswood Primary School 33,333 £4.85 £161,665 £0.00 £0 £0.20 £6,667 £5.05 £168,332 £4.99 £0.06 Longshaw Primary School 14,895 £4.85 £72,241 £0.00 £0 £0.18 £2,731 £5.03 £74,972 £5.06 -£0.02
18 Appendix A- Final hourly rates and estimated delivery hours for 2019-20 TOTAL BASE Funding Total Funding Maintained Total MNS Average Total IDACI 2019-20 Estimated Final 18-19 variance 18- School or Setting Name ESTIMATED 19-2020 via base rate Nursery supplement IDACI hourly payment hourly rate budget based hourly rate 19 vs 19-20 HOURS School (MNS) payment rate (Levels 1 to on 2019-20 (2019-20) Supplement 6) rates Mayville Primary School 27,435 £4.85 £133,060 £0.00 £0 £0.32 £8,797 £5.17 £141,857 £5.21 -£0.04 Riverley Primary School 25,908 £4.85 £125,654 £0.00 £0 £0.28 £7,230 £5.13 £132,884 £5.14 -£0.01 Roger Ascham Primary School 30,825 £4.85 £149,501 £0.00 £0 £0.39 £12,035 £5.24 £161,536 £5.37 -£0.13 Selwyn Primary School 37,872 £4.85 £183,679 £0.00 £0 £0.23 £8,610 £5.08 £192,289 £5.10 -£0.03 Sybourn Primary School 45,849 £4.85 £222,368 £0.00 £0 £0.19 £8,649 £5.04 £231,016 £5.03 £0.01 The Woodside Primary Academy 67,485 £4.85 £327,302 £0.00 £0 £0.28 £18,574 £5.13 £345,876 £5.15 -£0.02 Thomas Gamuel Primary School 24,501 £4.85 £118,830 £0.00 £0 £0.27 £6,560 £5.12 £125,390 £5.04 £0.08 Whittingham Primary Academy 18,501 £4.85 £89,730 £0.00 £0 £0.45 £8,325 £5.30 £98,055 £5.31 -£0.01 Willow Brook Primary School Academy 23,922 £4.85 £116,022 £0.00 £0 £0.27 £6,539 £5.12 £122,560 £5.15 -£0.03 Yardley Primary School 22,620 £4.85 £109,707 £0.00 £0 £0.25 £5,613 £5.10 £115,320 £5.04 £0.06 TOTAL ACADEMY NURSERY CLASSES 560,955 £2,720,632 £141,404 £2,862,036
PVI Providers- Term Time All Saints Pre-school 8,328 £4.85 £40,391 £0.00 £0 £0.24 £2,023 £5.09 £42,413 £5.27 -£0.18 Azhar Academy 22,611 £4.85 £109,663 £0.00 £0 £0.25 £5,568 £5.10 £115,231 £5.14 -£0.04 Busy Bee Pre-school 14,238 £4.85 £69,054 £0.00 £0 £0.21 £3,012 £5.06 £72,066 £5.03 £0.03 Busy Bees Day Nursery at Chingford 20,373 £4.85 £98,809 £0.00 £0 £0.14 £2,840 £4.99 £101,649 £5.01 -£0.02 Buxton Bears Pre-School 28,092 £4.85 £136,246 £0.00 £0 £0.10 £2,775 £4.95 £139,021 £5.03 -£0.08 Calvary Pre-School 8,754 £4.85 £42,457 £0.00 £0 £0.23 £2,043 £5.08 £44,500 £5.12 -£0.04 Chingford House School 25,830 £4.85 £125,276 £0.00 £0 £0.10 £2,661 £4.95 £127,937 £5.05 -£0.10 Chingford Mount Baptist Church Pre-School 10,428 £4.85 £50,576 £0.00 £0 £0.15 £1,564 £5.00 £52,140 £4.92 £0.08 Chingford Pre-School And Day Nursery 14,379 £4.85 £69,738 £0.00 £0 £0.07 £935 £4.92 £70,673 £4.92 -£0.01 Comfort Angelz 1,971 £4.85 £9,559 £0.00 £0 £0.23 £460 £5.08 £10,019 £0.00 £5.08 Early Education Centre- Foster Hall 22,761 £4.85 £110,391 £0.00 £0 £0.20 £4,594 £5.05 £114,985 £5.07 -£0.01 Early Education Centre- St Saviours Hall 11,961 £4.85 £58,011 £0.00 £0 £0.31 £3,764 £5.16 £61,775 £5.07 £0.10 Early Education Centre- Unity Hall 21,087 £4.85 £102,272 £0.00 £0 £0.50 £10,586 £5.35 £112,858 £5.15 £0.20 Early Learners Centre Pre School- Leyton 10,341 £4.85 £50,154 £0.00 £0 £0.12 £1,206 £4.97 £51,360 £4.99 -£0.02 Early Learners Centre Pre-School- Walthamsto 13,317 £4.85 £64,587 £0.00 £0 £0.15 £1,998 £5.00 £66,585 £4.98 £0.02 Emmanuel Community Church Nursery 10,785 £4.85 £52,307 £0.00 £0 £0.14 £1,541 £4.99 £53,848 £5.11 -£0.12 Handsworth Pre-school 11,490 £4.85 £55,727 £0.00 £0 £0.08 £862 £4.93 £56,588 £4.95 -£0.03 Morning Glory Pre-School 4,431 £4.85 £21,490 £0.00 £0 £0.23 £1,019 £5.08 £22,509 £4.97 £0.11 Noah's Ark Community Preschool 1,311 £4.85 £6,358 £0.00 £0 £0.08 £101 £4.93 £6,460 £4.93 £0.00 Noor Ul Islam Pre-School 41,043 £4.85 £199,059 £0.00 £0 £0.21 £8,653 £5.06 £207,712 £5.09 -£0.03 Noor Ul Islam Primary School 13,011 £4.85 £63,103 £0.00 £0 £0.20 £2,564 £5.05 £65,667 £4.99 £0.06 Normanhurst School Nursery 12,555 £4.85 £60,892 £0.00 £0 £0.10 £1,211 £4.95 £62,102 £4.99 -£0.04 Oak Foundation 5,091 £4.85 £24,691 £0.00 £0 £0.22 £1,112 £5.07 £25,803 £4.97 £0.10 Parkside Pre-School 12,186 £4.85 £59,102 £0.00 £0 £0.21 £2,568 £5.06 £61,670 £5.00 £0.06 Redwood Preschool-Bell Centre 37,863 £4.85 £183,636 £0.00 £0 £0.28 £10,581 £5.13 £194,217 £5.10 £0.03 Rising Stars Pre School 11,790 £4.85 £57,182 £0.00 £0 £0.26 £3,086 £5.11 £60,268 £5.29 -£0.18 Shernhall Pre-School 27,240 £4.85 £132,114 £0.00 £0 £0.24 £6,434 £5.09 £138,548 £5.09 -£0.01 St Andrews Pre-School Higham Hill 12,045 £4.85 £58,418 £0.00 £0 £0.44 £5,340 £5.29 £63,758 £5.32 -£0.02 St Francis Pre-School 17,421 £4.85 £84,492 £0.00 £0 £0.28 £4,956 £5.13 £89,448 £4.99 £0.14
19 Appendix A- Final hourly rates and estimated delivery hours for 2019-20 TOTAL BASE Funding Total Funding Maintained Total MNS Average Total IDACI 2019-20 Estimated Final 18-19 variance 18- School or Setting Name ESTIMATED 19-2020 via base rate Nursery supplement IDACI hourly payment hourly rate budget based hourly rate 19 vs 19-20 HOURS School (MNS) payment rate (Levels 1 to on 2019-20 (2019-20) Supplement 6) rates St. Annes Pre-School 10,434 £4.85 £50,605 £0.00 £0 £0.17 £1,751 £5.02 £52,356 £5.02 £0.00 Strawberry Fields Day Nursery 8,292 £4.85 £40,216 £0.00 £0 £0.25 £2,073 £5.10 £42,289 £5.01 £0.09 The Cornerstone Pre-school 17,484 £4.85 £84,797 £0.00 £0 £0.08 £1,444 £4.93 £86,242 £4.91 £0.02 The Village Playgroup 12,354 £4.85 £59,917 £0.00 £0 £0.19 £2,302 £5.04 £62,219 £4.98 £0.06 Walthamstow Montessori School 36,312 £4.85 £176,113 £0.00 £0 £0.21 £7,799 £5.06 £183,912 £5.00 £0.06 Total PVI Providers- Term Time 537,609 £2,607,404 £111,426 £2,718,829
PVI providers 52 weeks Alert Kids Day Nursery 22,895 £4.85 £111,041 £0.00 £0 £0.23 £5,368 £5.08 £116,409 £5.13 -£0.05 Bright Futures 5,510 £4.85 £26,724 £0.00 £0 £0.18 £999 £5.03 £27,722 £5.08 -£0.05 Bright Kids Day Nursery 9,785 £4.85 £47,457 £0.00 £0 £0.20 £1,990 £5.05 £49,447 £5.03 £0.03 Busy Bees Day Nursery at Leytonstone 15,628 £4.85 £75,793 £0.00 £0 £0.16 £2,567 £5.01 £78,361 £4.98 £0.04 Busy Bees Day Nursery at Walthamstow 15,295 £4.85 £74,181 £0.00 £0 £0.38 £5,850 £5.23 £80,031 £5.06 £0.17 Carville Day Nursery 12,018 £4.85 £58,285 £0.00 £0 £0.11 £1,272 £4.96 £59,557 £4.94 £0.02 Charis Day Nursery 6,935 £4.85 £33,635 £0.00 £0 £0.40 £2,774 £5.25 £36,409 £5.19 £0.06 Child's Play 7,980 £4.85 £38,703 £0.00 £0 £0.27 £2,179 £5.12 £40,882 £5.15 -£0.03 Crazy 4 Kids 8,645 £4.85 £41,928 £0.00 £0 £0.34 £2,918 £5.19 £44,846 £4.94 £0.25 Docklands Day Nursery 13,205 £4.85 £64,044 £0.00 £0 £0.06 £825 £4.91 £64,870 £4.91 £0.00 Excel Kids Day Nursery 6,983 £4.85 £33,865 £0.00 £0 £0.09 £611 £4.94 £34,476 £4.99 -£0.05 Footsteps Day Nursery- Chingford 13,490 £4.85 £65,427 £0.00 £0 £0.17 £2,262 £5.02 £67,688 £4.99 £0.03 Footsteps Day Nursery- Leytonstone 7,505 £4.85 £36,399 £0.00 £0 £0.05 £375 £4.90 £36,775 £4.87 £0.03 Footsteps Day Nursery- Walthamstow 2,850 £4.85 £13,823 £0.00 £0 £0.14 £399 £4.99 £14,222 £0.00 £4.99 Giggle Tots Day Nursery 7,790 £4.85 £37,782 £0.00 £0 £0.12 £899 £4.97 £38,680 £5.27 -£0.31 Higham Hill Daycare 25,365 £4.85 £123,020 £0.00 £0 £0.29 £7,260 £5.14 £130,280 £5.12 £0.02 Highams Park Day Nursery And Pre-School 18,335 £4.85 £88,925 £0.00 £0 £0.10 £1,797 £4.95 £90,722 £4.98 -£0.03 Kids Inc Day Nursery 20,378 £4.85 £98,831 £0.00 £0 £0.15 £2,978 £5.00 £101,809 £5.00 £0.00 Kids R Us 7,933 £4.85 £38,473 £0.00 £0 £0.14 £1,102 £4.99 £39,574 £4.93 £0.06 Kidsaloud Daycare Nursery Ltd 7,743 £4.85 £37,551 £0.00 £0 £0.14 £1,084 £4.99 £38,635 £4.96 £0.03 Little Diamonds- St Patricks 20,805 £4.85 £100,904 £0.00 £0 £0.24 £5,015 £5.09 £105,919 £5.08 £0.02 Little Green Man Nursery 22,088 £4.85 £107,124 £0.00 £0 £0.11 £2,372 £4.96 £109,497 £4.94 £0.02 Little Miracles Day Nursery 9,073 £4.85 £44,002 £0.00 £0 £0.15 £1,316 £5.00 £45,318 £5.10 -£0.11 Magic Roundabout Nursery 20,805 £4.85 £100,904 £0.00 £0 £0.25 £5,271 £5.10 £106,175 £5.16 -£0.06 Mulberry Day Nursery 3,895 £4.85 £18,891 £0.00 £0 £0.13 £520 £4.98 £19,411 £5.03 -£0.04 Nappy Gang Nursery 22,990 £4.85 £111,502 £0.00 £0 £0.23 £5,352 £5.08 £116,854 £5.15 -£0.06 Penrhyn Childcare Centre 10,925 £4.85 £52,986 £0.00 £0 £0.26 £2,828 £5.11 £55,814 £5.16 -£0.05 Precious Tots 5,748 £4.85 £27,875 £0.00 £0 £0.23 £1,293 £5.08 £29,169 £4.96 £0.12 Smilers Day Nursery 24,985 £4.85 £121,177 £0.00 £0 £0.18 £4,570 £5.03 £125,747 £4.94 £0.10 Snowberry Nursery 21,090 £4.85 £102,287 £0.00 £0 £0.35 £7,460 £5.20 £109,746 £5.00 £0.20 St Mary's Nursery 22,563 £4.85 £109,428 £0.00 £0 £0.12 £2,632 £4.97 £112,060 £4.95 £0.02 St Saviours Nursery 27,835 £4.85 £135,000 £0.00 £0 £0.20 £5,607 £5.05 £140,607 £5.02 £0.03 Stepping Stones Childcare 3,895 £4.85 £18,891 £0.00 £0 £0.17 £657 £5.02 £19,548 £4.90 £0.12 Sugar Plum Tree Nursery 18,810 £4.85 £91,229 £0.00 £0 £0.20 £3,672 £5.05 £94,901 £5.02 £0.03
20 Appendix A- Final hourly rates and estimated delivery hours for 2019-20 TOTAL BASE Funding Total Funding Maintained Total MNS Average Total IDACI 2019-20 Estimated Final 18-19 variance 18- School or Setting Name ESTIMATED 19-2020 via base rate Nursery supplement IDACI hourly payment hourly rate budget based hourly rate 19 vs 19-20 HOURS School (MNS) payment rate (Levels 1 to on 2019-20 (2019-20) Supplement 6) rates Sunbeams Day Nursery 12,635 £4.85 £61,280 £0.00 £0 £0.08 £979 £4.93 £62,259 £4.96 -£0.03 Sunshine Day Nursery 6,128 £4.85 £29,718 £0.00 £0 £0.08 £474 £4.93 £30,192 £4.94 -£0.01 The Lloyd Park Centre 41,563 £4.85 £201,578 £0.00 £0 £0.20 £8,350 £5.05 £209,928 £5.05 £0.00 Tiny Tots Day Nursery 8,455 £4.85 £41,007 £0.00 £0 £0.21 £1,776 £5.06 £42,782 £5.06 £0.00 Tom Thumb Day Nursery 11,780 £4.85 £57,133 £0.00 £0 £0.11 £1,262 £4.96 £58,395 £4.94 £0.02 Walthamstow Village Montessori Nursery 14,345 £4.85 £69,573 £0.00 £0 £0.13 £1,793 £4.98 £71,366 £4.95 £0.02 Yardley Forest Nursery 14,583 £4.85 £70,725 £0.00 £0 £0.14 £2,111 £4.99 £72,836 £4.99 £0.00 Total PVI providers 52 weeks 581,258 £2,819,099 £110,820 £2,929,919
Total Childminders 42,750 £4.85 £207,338 £0.21 £8,818 £216,156
Total contingency 77,520 £4.85 £375,972 £0.21 £15,990 £391,962
2,669,624 £12,947,674 £202,625 £568,343 £13,718,642
21 Appendix B : Indicative budget shares for 2019-20 58 days in term 73 days in term 59 days in term School or Setting Name Final 18-19 Summer Summer Total Autumn Autumn Sep Total Spring Term Spring Total Average No TOTAL Total Annual HOURLY Term 19 April 19 - Predicted Term 19 19 - Dec 19 Payment for 20 predicted Jan-Mar 20 Payment for of children ESTIMATED Payment RATE predicted Aug 19 Payment for predicted predicted Autumn average No of Estimated Spring 2019-20 HOURS 2019-20 average No predicted Summer average No hours Period Sept children Hours Period Jan (2019-20) of children hours- period Apr of children 19 - Dec 19 based on 20 - Mar 20 based on universal 19 -Aug 19 based on children on Apr 18 to entitlemen children on EY hub pupil Aug 18 t only Oct 18 Register Jan census 18 Census MAINTAINED NURSERY SCHOOLS k Acacia Nursery £6.90 78 13,572.00 £93,613 52 11,388 £78,549 60 10,620 £73,251 62 35,580 £245,413 Church Hill Nursery School £6.70 105 18,270.00 £122,469 67 14,673 £98,357 100 17,700 £118,648 89 50,643 £339,474 Low Hall Nursery School £6.81 69 12,006.00 £81,701 40 8,760 £59,612 65 11,505 £78,292 57 32,271 £219,604 TOTAL MAINTAINED NURSERY SCHOOLS 252 43,848 £297,783 159 34,821 £236,518 225 39,825 £270,191 208 118,494 £804,492
MAINTAINED NURSERY CLASSES Ainslie Wood Primary School £4.99 71 12,354.00 £61,688 45 9,855 £49,209 59 10,443 £52,145 57 32,652 £163,042 Barn Croft Primary School £5.07 21 3,654.00 £18,508 10 2,190 £11,092 18 3,186 £16,137 16 9,030 £45,737 Buxton School £5.13 80 13,920.00 £71,340 52 11,388 £58,364 62 10,974 £56,242 64 36,282 £185,945 Chapel End Infant School & Early Years Centre £4.98 91 15,834.00 £78,829 86 18,834 £93,765 103 18,231 £90,763 93 52,899 £263,357 Chase Lane Primary School £5.03 76 13,224.00 £66,573 73 15,987 £80,483 74 13,098 £65,939 74 42,309 £212,994 Coppermill Primary School £5.05 32 5,568.00 £28,139 27 5,913 £29,883 29 5,133 £25,941 29 16,614 £83,962 Downsell Primary School £5.15 89 15,486.00 £79,811 53 11,607 £59,820 73 12,921 £66,592 70 40,014 £206,223 George Mitchell School £5.17 57 9,918.00 £51,258 33 7,227 £37,350 48 8,496 £43,909 45 25,641 £132,517 George Tomlinson Primary School £5.00 48 8,352.00 £41,735 34 7,446 £37,208 41 7,257 £36,264 40 23,055 £115,207 Greenleaf Primary School £5.04 66 11,484.00 £57,857 71 15,549 £78,336 66 11,682 £58,854 68 38,715 £195,047 Gwyn Jones Primary School £4.93 39 6,786.00 £33,471 37 8,103 £39,968 36 6,372 £31,429 37 21,261 £104,868 Handsworth Primary School £4.92 46 8,004.00 £39,391 28 6,132 £30,178 48 8,496 £41,812 40 22,632 £111,382 Henry Maynard Primary School £5.01 58 10,092.00 £50,533 76 16,644 £83,340 55 9,735 £48,745 64 36,471 £182,619 Mission Grove Primary School £5.05 112 19,488.00 £98,473 67 14,673 £74,142 100 17,700 £89,438 91 51,861 £262,053 Newport School £4.91 96 16,704.00 £82,050 71 15,549 £76,376 85 15,045 £73,901 83 47,298 £232,326 Oakhill Primary School £4.98 32 5,568.00 £27,743 23 5,037 £25,097 24 4,248 £21,166 26 14,853 £74,007 Our Lady & St George's Catholic Primary £5.08 31 5,394.00 £27,420 48 10,512 £53,436 32 5,664 £28,792 38 21,570 £109,648 Parkside Primary School £5.08 58 10,092.00 £51,288 67 14,673 £74,570 57 10,089 £51,273 61 34,854 £177,131 South Grove Primary School £5.16 66 11,484.00 £59,233 38 8,322 £42,924 66 11,682 £60,255 55 31,488 £162,412 St Josephs Catholic Infant School £5.07 33 5,742.00 £29,136 29 6,351 £32,226 30 5,310 £26,944 31 17,403 £88,305 St Patrick's Catholic Primary School £5.21 46 8,004.00 £41,724 35 7,665 £39,957 32 5,664 £29,526 37 21,333 £111,206 Stoneydown Park School £5.08 38 6,612.00 £33,585 34 7,446 £37,821 39 6,903 £35,063 37 20,961 £106,470 The Winns Primary School £5.25 51 8,874.00 £46,612 37 8,103 £42,563 46 8,142 £42,768 44 25,119 £131,943 Thorpe Hall Primary School £4.95 56 9,744.00 £48,248 33 7,227 £35,785 49 8,673 £42,944 45 25,644 £126,977 Whitehall Primary School £5.18 53 9,222.00 £47,751 34 7,446 £38,555 49 8,673 £44,908 44 25,341 £131,214 Woodford Green Primary School £5.00 32 5,568.00 £27,828 23 5,037 £25,174 29 5,133 £25,654 28 15,738 £78,656 TOTAL MAINTAINED NURSERY CLASSES 1,478 257,172 £1,300,224 1,164 254,916 £1,287,621 1,350 238,950 £1,207,403 1,318 751,038 £3,795,248
ACADEMY NURSERY CLASSES Barclay Primary School £5.02 114 19,836.00 £99,622 101 22,119 £111,088 104 18,408 £92,450 106 60,363 £303,160 Chingford Hall Primary School £5.23 41 7,134.00 £37,275 26 5,694 £29,751 37 6,549 £34,219 34 19,377 £101,245 Davies Lane Primary School £5.01 120 20,880.00 £104,616 87 19,053 £95,462 105 18,585 £93,117 103 58,518 £293,195 Hillyfield Primary Academy £5.13 104 18,096.00 £92,888 62 13,578 £69,697 101 17,877 £91,764 87 49,551 £254,348 Larkswood Primary School £5.05 69 12,006.00 £60,630 40 8,760 £44,238 71 12,567 £63,463 58 33,333 £168,332 Longshaw Primary School £5.03 32 5,568.00 £28,026 24 5,256 £26,455 23 4,071 £20,491 26 14,895 £74,972 Mayville Primary School £5.17 54 9,396.00 £48,583 46 10,074 £52,089 45 7,965 £41,184 48 27,435 £141,857 Riverley Primary School £5.13 49 8,526.00 £43,730 43 9,417 £48,300 45 7,965 £40,853 45 25,908 £132,884 Roger Ascham Primary School £5.24 59 10,266.00 £53,798 47 10,293 £53,940 58 10,266 £53,798 54 30,825 £161,536 Selwyn Primary School £5.08 72 12,528.00 £63,609 64 14,016 £71,164 64 11,328 £57,516 66 37,872 £192,289
22 Appendix B : Indicative budget shares for 2019-20 58 days in term 73 days in term 59 days in term Sybourn Primary School £5.04 96 16,704.00 £84,165 66 14,454 £72,828 83 14,691 £74,023 80 45,849 £231,016 The Woodside Primary Academy £5.13 125 21,750.00 £111,474 107 23,433 £120,100 126 22,302 £114,303 118 67,485 £345,876 Thomas Gamuel Primary School £5.12 55 9,570.00 £48,977 31 6,789 £34,744 46 8,142 £41,669 43 24,501 £125,390 Whittingham Primary Academy £5.30 38 6,612.00 £35,044 26 5,694 £30,178 35 6,195 £32,834 32 18,501 £98,055 Willow Brook Primary School Academy £5.12 57 9,918.00 £50,813 30 6,570 £33,660 42 7,434 £38,087 42 23,922 £122,560 Yardley Primary School £5.10 36 6,264.00 £31,935 27 5,913 £30,145 59 10,443 £53,240 40 22,620 £115,320 TOTAL ACADEMY NURSERY CLASSES 1,121 195,054 £995,186 827 181,113 £923,841 1,044 184,788 £943,010 984 560,955 £2,862,036
PVI Providers- Term Time All Saints Pre-school £5.09 16 2,784.00 £14,179 14 3,066 £15,615 14 2,478 £12,620 15 8,328 £42,413 Azhar Academy £5.10 44 7,656.00 £39,017 40 8,760 £44,643 35 6,195 £31,571 40 22,611 £115,231 Busy Bee Pre-school £5.06 38 6,612.00 £33,467 13 2,847 £14,410 27 4,779 £24,189 25 14,238 £72,066 Busy Bees Day Nursery at Chingford £4.99 43 7,482.00 £37,331 33 7,227 £36,058 32 5,664 £28,260 36 20,373 £101,649 Buxton Bears Pre-School £4.95 60 10,440.00 £51,665 41 8,979 £44,435 49 8,673 £42,921 49 28,092 £139,021 Calvary Pre-School £5.08 23 4,002.00 £20,344 12 2,628 £13,359 12 2,124 £10,797 15 8,754 £44,500 Chingford House School £4.95 53 9,222.00 £45,677 33 7,227 £35,796 53 9,381 £46,464 45 25,830 £127,937 Chingford Mount Baptist Church Pre-School £5.00 24 4,176.00 £20,880 14 3,066 £15,330 18 3,186 £15,930 18 10,428 £52,140 Chingford Pre-School And Day Nursery £4.92 30 5,220.00 £25,656 20 4,380 £21,528 27 4,779 £23,489 25 14,379 £70,673 Comfort Angelz £5.08 0.00 £0 9 1,971 £10,019 0 £0 3 1,971 £10,019 Early Education Centre- Foster Hall £5.05 48 8,352.00 £42,193 27 5,913 £29,872 48 8,496 £42,921 40 22,761 £114,985 Early Education Centre- St Saviours Hall £5.16 27 4,698.00 £24,264 17 3,723 £19,228 20 3,540 £18,283 21 11,961 £61,775 Early Education Centre- Unity Hall £5.35 47 8,178.00 £43,769 25 5,475 £29,302 42 7,434 £39,787 37 21,087 £112,858 Early Learners Centre Pre School- Leyton £4.97 25 4,350.00 £21,605 12 2,628 £13,052 19 3,363 £16,703 18 10,341 £51,360 Early Learners Centre Pre-School- Walthamstow £5.00 30 5,220.00 £26,100 20 4,380 £21,900 21 3,717 £18,585 23 13,317 £66,585 Emmanuel Community Church Nursery £4.99 23 4,002.00 £19,981 14 3,066 £15,308 21 3,717 £18,558 19 10,785 £53,848 Handsworth Pre-school £4.93 21 3,654.00 £17,996 18 3,942 £19,414 22 3,894 £19,178 20 11,490 £56,588 Morning Glory Pre-School £5.08 9 1,566.00 £7,955 5 1,095 £5,563 10 1,770 £8,992 8 4,431 £22,509 Noah's Ark Community Preschool £4.93 4 696.00 £3,429 2 438 £2,158 1 177 £872 2 1,311 £6,460 Noor Ul Islam Pre-School £5.06 80 13,920.00 £70,447 60 13,140 £66,499 79 13,983 £70,766 72 41,043 £207,712 Noor Ul Islam Primary School £5.05 25 4,350.00 £21,955 25 5,475 £27,632 18 3,186 £16,080 23 13,011 £65,667 Normanhurst School Nursery £4.95 23 4,002.00 £19,796 14 3,066 £15,166 31 5,487 £27,141 22 12,555 £62,102 Oak Foundation £5.07 14 2,436.00 £12,347 0 £0 15 2,655 £13,457 9 5,091 £25,803 Parkside Pre-School £5.06 28 4,872.00 £24,656 14 3,066 £15,516 24 4,248 £21,498 21 12,186 £61,670 Redwood Preschool-Bell Centre £5.13 81 14,094.00 £72,295 56 12,264 £62,908 65 11,505 £59,014 66 37,863 £194,217 Rising Stars Pre School £5.11 25 4,350.00 £22,236 17 3,723 £19,031 21 3,717 £19,000 21 11,790 £60,268 Shernhall Pre-School £5.09 58 10,092.00 £51,330 29 6,351 £32,303 61 10,797 £54,916 48 27,240 £138,548 St Andrews Pre-School Higham Hill £5.29 30 5,220.00 £27,631 15 3,285 £17,389 20 3,540 £18,738 21 12,045 £63,758 St Francis Pre-School £5.13 27 4,698.00 £24,122 29 6,351 £32,609 36 6,372 £32,717 31 17,421 £89,448 St. Annes Pre-School £5.02 22 3,828.00 £19,208 14 3,066 £15,385 20 3,540 £17,763 18 10,434 £52,356 Strawberry Fields Day Nursery £5.10 17 2,958.00 £15,086 9 1,971 £10,052 19 3,363 £17,151 15 8,292 £42,289 The Cornerstone Pre-school £4.93 40 6,960.00 £34,331 23 5,037 £24,846 31 5,487 £27,065 31 17,484 £86,242 The Village Playgroup £5.04 25 4,350.00 £21,908 22 4,818 £24,265 18 3,186 £16,046 22 12,354 £62,219 Walthamstow Montessori School £5.06 76 13,224.00 £66,977 44 9,636 £48,804 76 13,452 £68,131 64 36,312 £183,912 Total PVI Providers- Term Time 1,136 197,664 £999,830 740 162,060 £819,395 1,005 177,885 £899,604 943 537,609 £2,718,829
PVI providers 52 weeks Alert Kids Day Nursery £5.08 48 11,400.00 £57,963 29 5,510 £28,016 42 5,985 £30,431 40 22,895 £116,409 Bright Futures £5.03 12 2,850.00 £14,339 8 1,520 £7,648 8 1,140 £5,736 10 5,510 £27,722 Bright Kids Day Nursery £5.05 19 4,512.50 £22,803 15 2,850 £14,402 17 2,423 £12,242 17 9,785 £49,447 Busy Bees Day Nursery at Leytonstone £5.01 21 4,987.50 £25,009 35 6,650 £33,345 28 3,990 £20,007 27 15,628 £78,361 Busy Bees Day Nursery at Walthamstow £5.23 31 7,362.50 £38,524 20 3,800 £19,884 29 4,133 £21,623 27 15,295 £80,031 Carville Day Nursery £4.96 25 5,937.50 £29,426 17 3,230 £16,008 20 2,850 £14,124 21 12,018 £59,557 Charis Day Nursery £5.25 14 3,325.00 £17,456 10 1,900 £9,975 12 1,710 £8,978 12 6,935 £36,409 Child's Play £5.12 19 4,512.50 £23,118 13 2,470 £12,654 7 998 £5,110 14 7,980 £40,882 Crazy 4 Kids £5.19 17 4,037.50 £20,945 16 3,040 £15,770 11 1,568 £8,131 8,645 £44,846 Docklands Day Nursery £4.91 25 5,937.50 £29,168 24 4,560 £22,401 19 2,708 £13,301 23 13,205 £64,870
23 Appendix B : Indicative budget shares for 2019-20 58 days in term 73 days in term 59 days in term Excel Kids Day Nursery £4.94 14 3,325.00 £16,417 8 1,520 £7,505 15 2,138 £10,554 12 6,983 £34,476 Footsteps Day Nursery- Chingford £5.02 30 7,125.00 £35,751 17 3,230 £16,207 22 3,135 £15,730 24 13,490 £67,688 Footsteps Day Nursery- Leytonstone £4.90 14 3,325.00 £16,293 10 1,900 £9,310 16 2,280 £11,172 13 7,505 £36,775 Footsteps Day Nursery- Walthamstow £4.99 4 950.00 £4,741 10 1,900 £9,481 0 £0 2,850 £14,222 Giggle Tots Day Nursery £4.97 14 3,325.00 £16,510 13 2,470 £12,265 14 1,995 £9,906 14 7,790 £38,680 Higham Hill Daycare £5.14 53 12,587.50 £64,652 29 5,510 £28,301 51 7,268 £37,327 45 25,365 £130,280 Highams Park Day Nursery And Pre-School £4.95 38 9,025.00 £44,656 25 4,750 £23,503 32 4,560 £22,563 32 18,335 £90,722 Kids Inc Day Nursery £5.00 44 10,450.00 £52,210 26 4,940 £24,681 35 4,988 £24,918 36 20,378 £101,809 Kids R Us £4.99 16 3,800.00 £18,958 9 1,710 £8,531 17 2,423 £12,086 14 7,933 £39,574 Kidsaloud Daycare Nursery Ltd £4.99 19 4,512.50 £22,517 5 950 £4,741 16 2,280 £11,377 14 7,743 £38,635 Little Diamonds- St Patricks £5.09 39 9,262.50 £47,156 39 7,410 £37,725 29 4,133 £21,039 37 20,805 £105,919 Little Green Man Nursery £4.96 48 11,400.00 £56,514 27 5,130 £25,432 39 5,558 £27,551 39 22,088 £109,497 Little Miracles Day Nursery £5.00 23 5,462.50 £27,286 1 190 £949 24 3,420 £17,083 16 9,073 £45,318 Magic Roundabout Nurseries Ltd £5.10 42 9,975.00 £50,906 30 5,700 £29,089 36 5,130 £26,180 37 20,805 £106,175 Mulberry Day Nursery Limited £4.98 9 2,137.50 £10,652 1 190 £947 11 1,568 £7,812 7 3,895 £19,411 Nappy Gang Nursery £5.08 46 10,925.00 £55,530 32 6,080 £30,904 42 5,985 £30,421 40 22,990 £116,854 Penrhyn Childcare Centre £5.11 24 5,700.00 £29,120 17 3,230 £16,502 14 1,995 £10,192 19 10,925 £55,814 Precious Tots £5.08 14 3,325.00 £16,874 6 1,140 £5,786 9 1,283 £6,509 10 5,748 £29,169 Smilers Day Nursery £5.03 49 11,637.50 £58,570 38 7,220 £36,338 43 6,128 £30,839 44 24,985 £125,747 Snowberry Nursery £5.20 45 10,687.50 £55,615 27 5,130 £26,695 37 5,273 £27,437 37 21,090 £109,746 St Mary's Nursery £4.97 47 11,162.50 £55,440 27 5,130 £25,479 44 6,270 £31,141 40 22,563 £112,060 St Saviours Nursery £5.05 58 13,775.00 £69,583 35 6,650 £33,592 52 7,410 £37,431 49 27,835 £140,607 Stepping Stones Childcare £5.02 10 2,375.00 £11,920 8 1,520 £7,629 0 £0 7 3,895 £19,548 Sugar Plum Tree Nursery £5.05 42 9,975.00 £50,326 21 3,990 £20,131 34 4,845 £24,444 33 18,810 £94,901 Sunbeams Day Nursery £4.93 24 5,700.00 £28,087 20 3,800 £18,725 22 3,135 £15,448 22 12,635 £62,259 Sunshine Day Nursery £4.93 9 2,137.50 £10,532 0 £0 28 3,990 £19,660 11 6,128 £30,192 The Lloyd Park Centre £5.05 86 20,425.00 £103,165 55 10,450 £52,782 75 10,688 £53,982 73 41,563 £209,928 Tiny Tots Day Nursery £5.06 18 4,275.00 £21,632 10 1,900 £9,614 16 2,280 £11,537 15 8,455 £42,782 Tom Thumb Day Nursery £4.96 22 5,225.00 £25,901 21 3,990 £19,779 18 2,565 £12,715 21 11,780 £58,395 Walthamstow Village Montessori Nursery £4.98 31 7,362.50 £36,628 18 3,420 £17,015 25 3,563 £17,723 25 14,345 £71,366 Yardley Forest Nursery £4.99 30 7,125.00 £35,588 19 3,610 £18,031 27 3,848 £19,217 26 14,583 £72,836 Total PVI providers 52 weeks 1,193 283,338 £1,428,479 791 150,290 £757,763 1,036 147,630 £743,676 1,000 581,258 £2,929,919
Total Childminders 5.04 75 17,813 £89,775 75 14,250 £71,820 75 10,688 £53,865 75 42,750 £215,460
Total Contingency 5.07 136 32,300 £163,761 136 25,840 £131,009 136 19,380 £98,257 136 77,520 £393,026
TOTAL 5,391 1,027,188 £5,275,038 3,892 823,290 £4,227,967 4,871 819,146 £4,216,005 4684 2,669,624 £13,719,010
Hrs Dfe budget based on 2,669,782 variance Hrs -158 No's of children DFE budget based on 4684 variance children 0
24 Appendix C : DFE 95% pass through compliance tool
Option A Budget
s251 funding quantum for three-and-four year olds on planned base rate (including funding to MNS), any lump sums (including funding to A £18,107,353 MNS),all supplements (including funding to MNS), SEN Inclusion Fund top up grants, any contingency fund.
B DfE quantum allocation to local authority of MNS supplementary fund (published alongside government response) £232,133
C s251 planned base hours for three-and-four year olds (including hours through MNS) 3,408,657
D equivalent average rate to providers for three-and four year old entitlement hours = (A-B)/C £5.24
E LA EYNFF hourly rate for three-and four year old entitlement hours £5.52
F (D/E) * 100% 95%
25 Appendix D- Deprivation supplement payments 2019-20 School or Setting Name TOTAL % of children Hourly % of Hourly % of Hourly % of Hourly % of Hourly % of Hourly Average Total Payment ESTIMATED on Oct 18 Rate children on Rate children on Rate children on Rate children on Rate children on Rate hourly rate HOURS census Oct 18 Oct 18 Oct 18 Oct 18 Oct 18 (2019-20) within IDACI census census census census census Band 1 (score within IDACI within IDACI within IDACI within IDACI within IDACI 0.2 & 0.25) Band 2 Band 3 band 4 Band 5 Band 6 (score 0.25 (score 0.3 & (score 0.35 (score 0.4 & (score 0.5 +) and 0.3) 0.35) & 0.4) 0.45)
£0.10 £0.20 £0.30 £0.55 £0.75 £0.90
MAINTAINED NURSERY SCHOOLS Acacia Nursery 35,580 9.62% £0.01 40.38% £0.08 5.77% £0.02 7.69% £0.04 25.00% £0.19 0.00% £0.00 £0.34 £12,008.25 Church Hill Nursery School 50,643 44.78% £0.04 16.42% £0.03 16.42% £0.05 2.99% £0.02 0.00% £0.00 0.00% £0.00 £0.14 £7,256.31 Low Hall Nursery School 32,271 25.00% £0.03 27.50% £0.06 22.50% £0.07 7.50% £0.04 7.50% £0.06 0.00% £0.00 £0.25 £7,906.40 TOTAL MAINTAINED NURSERY SCHOOLS 118,494 £27,170.96
MAINTAINED NURSERY CLASSES Ainslie Wood Primary School 32,652 2.22% £0.00 22.22% £0.04 26.67% £0.08 0.00% £0.00 2.22% £0.02 0.00% £0.00 £0.14 £4,680.12 Barn Croft Primary School 9,030 60.00% £0.06 10.00% £0.02 20.00% £0.06 0.00% £0.00 10.00% £0.08 0.00% £0.00 £0.22 £1,941.45 Buxton School 36,282 9.62% £0.01 42.31% £0.08 15.38% £0.05 13.46% £0.07 5.77% £0.04 1.92% £0.02 £0.28 £9,977.55 Chapel End Infant School & Early Years Centre 52,899 55.81% £0.06 26.74% £0.05 3.49% £0.01 0.00% £0.00 1.16% £0.01 0.00% £0.00 £0.13 £6,796.91 Chase Lane Primary School 42,309 15.07% £0.02 31.51% £0.06 26.03% £0.08 1.37% £0.01 2.74% £0.02 0.00% £0.00 £0.18 £7,795.29 Coppermill Primary School 16,614 44.44% £0.04 25.93% £0.05 22.22% £0.07 7.41% £0.04 0.00% £0.00 0.00% £0.00 £0.20 £3,384.33 Downsell Primary School 40,014 16.98% £0.02 24.53% £0.05 15.09% £0.05 16.98% £0.09 13.21% £0.10 0.00% £0.00 £0.30 £12,155.20 George Mitchell School 25,641 48.48% £0.05 12.12% £0.02 6.06% £0.02 0.00% £0.00 30.30% £0.23 0.00% £0.00 £0.32 £8,158.50 George Tomlinson Primary School 23,055 26.47% £0.03 14.71% £0.03 2.94% £0.01 2.94% £0.02 8.82% £0.07 0.00% £0.00 £0.15 £3,390.44 Greenleaf Primary School 38,715 47.89% £0.05 18.31% £0.04 18.31% £0.05 4.23% £0.02 0.00% £0.00 2.82% £0.03 £0.19 £7,279.51 Gwyn Jones Primary School 21,261 21.62% £0.02 16.22% £0.03 2.70% £0.01 0.00% £0.00 2.70% £0.02 0.00% £0.00 £0.08 £1,752.60 Handsworth Primary School 22,632 50.00% £0.05 10.71% £0.02 0.00% £0.00 0.00% £0.00 0.00% £0.00 0.00% £0.00 £0.07 £1,616.57 Henry Maynard Primary School 36,471 7.89% £0.01 3.95% £0.01 23.68% £0.07 9.21% £0.05 2.63% £0.02 0.00% £0.00 £0.16 £5,734.58 Mission Grove Primary School 51,861 8.96% £0.01 61.19% £0.12 11.94% £0.04 4.48% £0.02 1.49% £0.01 0.00% £0.00 £0.20 £10,527.01 Newport School 47,298 33.80% £0.03 9.86% £0.02 2.82% £0.01 0.00% £0.00 0.00% £0.00 0.00% £0.00 £0.06 £2,931.14 Oakhill Primary School 14,853 13.04% £0.01 43.48% £0.09 0.00% £0.00 0.00% £0.00 4.35% £0.03 0.00% £0.00 £0.13 £1,969.64 Our Lady & St George's Catholic Primary 21,570 16.67% £0.02 8.33% £0.02 27.08% £0.08 12.50% £0.07 4.17% £0.03 2.08% £0.02 £0.23 £5,033.00 Parkside Primary School 34,854 14.93% £0.01 4.48% £0.01 53.73% £0.16 4.48% £0.02 2.99% £0.02 0.00% £0.00 £0.23 £8,089.25 South Grove Primary School 31,488 23.68% £0.02 15.79% £0.03 26.32% £0.08 23.68% £0.13 2.63% £0.02 2.63% £0.02 £0.31 £9,694.99 St Josephs Catholic Infant School 17,403 51.72% £0.05 24.14% £0.05 6.90% £0.02 0.00% £0.00 13.79% £0.10 0.00% £0.00 £0.22 £3,900.67 St Patrick's Catholic Primary School 21,333 5.71% £0.01 17.14% £0.03 37.14% £0.11 14.29% £0.08 14.29% £0.11 2.86% £0.03 £0.36 £7,740.83 Stoneydown Park School 20,961 2.94% £0.00 14.71% £0.03 8.82% £0.03 2.94% £0.02 20.59% £0.15 0.00% £0.00 £0.23 £4,808.70 The Winns Primary School 25,119 16.22% £0.02 13.51% £0.03 43.24% £0.13 2.70% £0.01 2.70% £0.02 21.62% £0.19 £0.40 £10,115.49 Thorpe Hall Primary School 25,644 72.73% £0.07 3.03% £0.01 0.00% £0.00 0.00% £0.00 3.03% £0.02 0.00% £0.00 £0.10 £2,603.25 Whitehall Primary School 25,341 2.94% £0.00 5.88% £0.01 55.88% £0.17 26.47% £0.15 0.00% £0.00 0.00% £0.00 £0.33 £8,310.36 Woodford Green Primary School 15,738 0.00% £0.00 8.70% £0.02 43.48% £0.13 0.00% £0.00 0.00% £0.00 0.00% £0.00 £0.15 £2,326.49 TOTAL MAINTAINED NURSERY CLASSES 751,038 £152,713.87
ACADEMY NURSERY CLASSES Barclay Primary School 60,363 11.88% £0.01 15.84% £0.03 18.81% £0.06 0.99% £0.01 8.91% £0.07 0.00% £0.00 £0.17 £10,399.17 Chingford Hall Primary School 19,377 3.85% £0.00 26.92% £0.05 38.46% £0.12 0.00% £0.00 26.92% £0.20 0.00% £0.00 £0.38 £7,266.38 Davies Lane Primary School 58,518 20.69% £0.02 32.18% £0.06 5.75% £0.02 1.15% £0.01 6.90% £0.05 0.00% £0.00 £0.16 £9,383.06 Hillyfield Primary Academy 49,551 30.65% £0.03 8.06% £0.02 25.81% £0.08 20.97% £0.12 0.00% £0.00 4.84% £0.04 £0.28 £14,026.13 Larkswood Primary School 33,333 32.50% £0.03 12.50% £0.03 35.00% £0.11 0.00% £0.00 5.00% £0.04 0.00% £0.00 £0.20 £6,666.60 Longshaw Primary School 14,895 0.00% £0.00 8.33% £0.02 25.00% £0.08 16.67% £0.09 0.00% £0.00 0.00% £0.00 £0.18 £2,730.75 Mayville Primary School 27,435 15.22% £0.02 10.87% £0.02 17.39% £0.05 6.52% £0.04 26.09% £0.20 0.00% £0.00 £0.32 £8,797.09 Riverley Primary School 25,908 51.16% £0.05 11.63% £0.02 11.63% £0.03 2.33% £0.01 20.93% £0.16 0.00% £0.00 £0.28 £7,230.14 Roger Ascham Primary School 30,825 21.28% £0.02 10.64% £0.02 36.17% £0.11 12.77% £0.07 2.13% £0.02 17.02% £0.15 £0.39 £12,034.87 Selwyn Primary School 37,872 4.69% £0.00 9.38% £0.02 1.56% £0.00 0.00% £0.00 26.56% £0.20 0.00% £0.00 £0.23 £8,609.96 Sybourn Primary School 45,849 36.36% £0.04 31.82% £0.06 25.76% £0.08 0.00% £0.00 1.52% £0.01 0.00% £0.00 £0.19 £8,648.79 The Woodside Primary Academy 67,485 32.71% £0.03 5.61% £0.01 28.04% £0.08 11.21% £0.06 10.28% £0.08 0.93% £0.01 £0.28 £18,574.14 Thomas Gamuel Primary School 24,501 22.58% £0.02 25.81% £0.05 12.90% £0.04 19.35% £0.11 6.45% £0.05 0.00% £0.00 £0.27 £6,559.95
26 Appendix D- Deprivation supplement payments 2019-20 School or Setting Name TOTAL % of children Hourly % of Hourly % of Hourly % of Hourly % of Hourly % of Hourly Average Total Payment ESTIMATED on Oct 18 Rate children on Rate children on Rate children on Rate children on Rate children on Rate hourly rate HOURS census Oct 18 Oct 18 Oct 18 Oct 18 Oct 18 (2019-20) within IDACI census census census census census Band 1 (score within IDACI within IDACI within IDACI within IDACI within IDACI 0.2 & 0.25) Band 2 Band 3 band 4 Band 5 Band 6 (score 0.25 (score 0.3 & (score 0.35 (score 0.4 & (score 0.5 +) and 0.3) 0.35) & 0.4) 0.45)
£0.10 £0.20 £0.30 £0.55 £0.75 £0.90 Whittingham Primary Academy 18,501 23.08% £0.02 3.85% £0.01 23.08% £0.07 26.92% £0.15 3.85% £0.03 19.23% £0.17 £0.45 £8,325.45 Willow Brook Primary School Academy 23,922 43.33% £0.04 10.00% £0.02 20.00% £0.06 0.00% £0.00 20.00% £0.15 0.00% £0.00 £0.27 £6,538.68 Yardley Primary School 22,620 7.41% £0.01 33.33% £0.07 3.70% £0.01 29.63% £0.16 0.00% £0.00 0.00% £0.00 £0.25 £5,613.11 TOTAL ACADEMY NURSERY CLASSES 560,955 £141,404.26
PVI Providers- Term Time All Saints Pre-school 8,328 35.71% £0.04 28.57% £0.06 14.29% £0.04 0.00% £0.00 14.29% £0.11 0.00% £0.00 £0.24 £2,022.51 Azhar Academy 22,611 22.50% £0.02 20.00% £0.04 10.00% £0.03 7.50% £0.04 15.00% £0.11 0.00% £0.00 £0.25 £5,567.96 Busy Bee Pre-school 14,238 15.38% £0.02 23.08% £0.05 30.77% £0.09 0.00% £0.00 7.69% £0.06 0.00% £0.00 £0.21 £3,011.88 Busy Bees Day Nursery at Chingford 20,373 3.03% £0.00 12.12% £0.02 24.24% £0.07 3.03% £0.02 3.03% £0.02 0.00% £0.00 £0.14 £2,839.87 Buxton Bears Pre-School 28,092 7.32% £0.01 0.00% £0.00 17.07% £0.05 7.32% £0.04 0.00% £0.00 0.00% £0.00 £0.10 £2,774.94 Calvary Pre-School 8,754 41.67% £0.04 33.33% £0.07 0.00% £0.00 0.00% £0.00 16.67% £0.13 0.00% £0.00 £0.23 £2,042.60 Chingford House School 25,830 18.18% £0.02 9.09% £0.02 9.09% £0.03 3.03% £0.02 3.03% £0.02 0.00% £0.00 £0.10 £2,661.27 Chingford Mount Baptist Church Pre-School 10,428 14.29% £0.01 14.29% £0.03 35.71% £0.11 0.00% £0.00 0.00% £0.00 0.00% £0.00 £0.15 £1,564.20 Chingford Pre-School And Day Nursery 14,379 5.00% £0.01 0.00% £0.00 20.00% £0.06 0.00% £0.00 0.00% £0.00 0.00% £0.00 £0.07 £934.64 Comfort Angelz 1,971 55.56% £0.06 11.11% £0.02 11.11% £0.03 22.22% £0.12 0.00% £0.00 0.00% £0.00 £0.23 £459.90 Early Education Centre- Foster Hall 22,761 29.63% £0.03 18.52% £0.04 22.22% £0.07 7.41% £0.04 3.70% £0.03 0.00% £0.00 £0.20 £4,594.35 Early Education Centre- St Saviours Hall 11,961 23.53% £0.02 11.76% £0.02 17.65% £0.05 29.41% £0.16 0.00% £0.00 5.88% £0.05 £0.31 £3,764.20 Early Education Centre- Unity Hall 21,087 4.00% £0.00 0.00% £0.00 20.00% £0.06 60.00% £0.33 0.00% £0.00 12.00% £0.11 £0.50 £10,585.67 Early Learners Centre Pre School- Leyton 10,341 41.67% £0.04 25.00% £0.05 8.33% £0.03 0.00% £0.00 0.00% £0.00 0.00% £0.00 £0.12 £1,206.45 Early Learners Centre Pre-School- Walthamstow 13,317 40.00% £0.04 40.00% £0.08 10.00% £0.03 0.00% £0.00 0.00% £0.00 0.00% £0.00 £0.15 £1,997.55 Emmanuel Community Church Nursery 10,785 35.71% £0.04 42.86% £0.09 7.14% £0.02 0.00% £0.00 0.00% £0.00 0.00% £0.00 £0.14 £1,540.71 Handsworth Pre-school 11,490 22.22% £0.02 5.56% £0.01 0.00% £0.00 0.00% £0.00 5.56% £0.04 0.00% £0.00 £0.08 £861.75 Morning Glory Pre-School 4,431 0.00% £0.00 60.00% £0.12 0.00% £0.00 20.00% £0.11 0.00% £0.00 0.00% £0.00 £0.23 £1,019.13 Noah's Ark Community Preschool- ward averages 1,311 0.00% £0.00 13.28% £0.03 4.04% £0.01 0.97% £0.01 4.44% £0.03 0.00% £0.00 £0.08 £101.40 Noor Ul Islam Pre-School 41,043 30.00% £0.03 13.33% £0.03 23.33% £0.07 1.67% £0.01 10.00% £0.08 0.00% £0.00 £0.21 £8,653.23 Noor Ul Islam Primary School- ward averages 13,011 0.00% £0.00 20.63% £0.04 15.13% £0.05 0.53% £0.00 14.33% £0.11 0.00% £0.00 £0.20 £2,563.51 Normanhurst School Nursery 12,555 21.43% £0.02 7.14% £0.01 7.14% £0.02 7.14% £0.04 0.00% £0.00 0.00% £0.00 £0.10 £1,210.66 Oak Foundation- Ward averages 5,091 0.00% £0.00 21.32% £0.04 18.55% £0.06 12.42% £0.07 5.77% £0.04 0.95% £0.01 £0.22 £1,111.79 Parkside Pre-School 12,186 0.00% £0.00 14.29% £0.03 42.86% £0.13 0.00% £0.00 7.14% £0.05 0.00% £0.00 £0.21 £2,567.76 Redwood Preschool-Bell Centre 37,863 19.64% £0.02 16.07% £0.03 3.57% £0.01 5.36% £0.03 25.00% £0.19 0.00% £0.00 £0.28 £10,581.36 Rising Stars Pre School 11,790 23.53% £0.02 17.65% £0.04 23.53% £0.07 0.00% £0.00 17.65% £0.13 0.00% £0.00 £0.26 £3,086.21 Shernhall Pre-School 27,240 10.34% £0.01 20.69% £0.04 27.59% £0.08 13.79% £0.08 3.45% £0.03 0.00% £0.00 £0.24 £6,434.28 St Andrews Pre-School Higham Hill 12,045 26.67% £0.03 0.00% £0.00 0.00% £0.00 66.67% £0.37 6.67% £0.05 0.00% £0.00 £0.44 £5,339.95 St Francis Pre-School 17,421 10.34% £0.01 13.79% £0.03 10.34% £0.03 34.48% £0.19 3.45% £0.03 0.00% £0.00 £0.28 £4,955.97 St. Annes Pre-School 10,434 7.14% £0.01 28.57% £0.06 21.43% £0.06 7.14% £0.04 0.00% £0.00 0.00% £0.00 £0.17 £1,751.42 Strawberry Fields Day Nursery 8,292 33.33% £0.03 33.33% £0.07 22.22% £0.07 0.00% £0.00 11.11% £0.08 0.00% £0.00 £0.25 £2,073.00 The Cornerstone Pre-school 17,484 8.70% £0.01 17.39% £0.03 13.04% £0.04 0.00% £0.00 0.00% £0.00 0.00% £0.00 £0.08 £1,444.33 The Village Playgroup 12,354 27.27% £0.03 0.00% £0.00 36.36% £0.11 9.09% £0.05 0.00% £0.00 0.00% £0.00 £0.19 £2,302.34 Walthamstow Montessori School 36,312 54.55% £0.05 9.09% £0.02 18.18% £0.05 2.27% £0.01 4.55% £0.03 4.55% £0.04 £0.21 £7,798.83 Total PVI Providers- Term Time 537,609 £111,425.62
PVI providers 52 weeks
Alert Kids Day Nursery 22,895 20.69% £0.02 27.59% £0.06 20.69% £0.06 3.45% £0.02 10.34% £0.08 0.00% £0.00 £0.23 £5,368.48 Bright Futures 5,510 12.50% £0.01 50.00% £0.10 0.00% £0.00 12.50% £0.07 0.00% £0.00 0.00% £0.00 £0.18 £998.69 Bright Kids Day Nursery 9,785 13.33% £0.01 40.00% £0.08 20.00% £0.06 0.00% £0.00 6.67% £0.05 0.00% £0.00 £0.20 £1,989.62 Busy Bees Day Nursery at Leytonstone 15,628 11.43% £0.01 17.14% £0.03 5.71% £0.02 2.86% £0.02 11.43% £0.09 0.00% £0.00 £0.16 £2,567.38 Busy Bees Day Nursery at Walthamstow 15,295 20.00% £0.02 10.00% £0.02 20.00% £0.06 20.00% £0.11 5.00% £0.04 15.00% £0.14 £0.38 £5,850.34 Carville Day Nursery 12,018 47.06% £0.05 29.41% £0.06 0.00% £0.00 0.00% £0.00 0.00% £0.00 0.00% £0.00 £0.11 £1,272.44
27 Appendix D- Deprivation supplement payments 2019-20 School or Setting Name TOTAL % of children Hourly % of Hourly % of Hourly % of Hourly % of Hourly % of Hourly Average Total Payment ESTIMATED on Oct 18 Rate children on Rate children on Rate children on Rate children on Rate children on Rate hourly rate HOURS census Oct 18 Oct 18 Oct 18 Oct 18 Oct 18 (2019-20) within IDACI census census census census census Band 1 (score within IDACI within IDACI within IDACI within IDACI within IDACI 0.2 & 0.25) Band 2 Band 3 band 4 Band 5 Band 6 (score 0.25 (score 0.3 & (score 0.35 (score 0.4 & (score 0.5 +) and 0.3) 0.35) & 0.4) 0.45)
£0.10 £0.20 £0.30 £0.55 £0.75 £0.90 Charis Day Nursery 6,935 30.00% £0.03 20.00% £0.04 10.00% £0.03 0.00% £0.00 40.00% £0.30 0.00% £0.00 £0.40 £2,774.00 Child's Play 7,980 7.69% £0.01 30.77% £0.06 53.85% £0.16 7.69% £0.04 0.00% £0.00 0.00% £0.00 £0.27 £2,179.15 Crazy 4 Kids 8,645 31.25% £0.03 12.50% £0.03 12.50% £0.04 18.75% £0.10 18.75% £0.14 0.00% £0.00 £0.34 £2,917.69 Docklands Day Nursery 13,205 20.83% £0.02 20.83% £0.04 0.00% £0.00 0.00% £0.00 0.00% £0.00 0.00% £0.00 £0.06 £825.31 Excel Kids Day Nursery 6,983 50.00% £0.05 0.00% £0.00 12.50% £0.04 0.00% £0.00 0.00% £0.00 0.00% £0.00 £0.09 £610.97 Footsteps Day Nursery- Chingford 13,490 17.65% £0.02 5.88% £0.01 5.88% £0.02 5.88% £0.03 11.76% £0.09 0.00% £0.00 £0.17 £2,261.56 Footsteps Day Nursery- Leytonstone 7,505 50.00% £0.05 0.00% £0.00 0.00% £0.00 0.00% £0.00 0.00% £0.00 0.00% £0.00 £0.05 £375.25 Footsteps Day Nursery- Walthamstow 2,850 10.00% £0.01 50.00% £0.10 10.00% £0.03 0.00% £0.00 0.00% £0.00 0.00% £0.00 £0.14 £399.00 Giggle Tots Day Nursery 7,790 61.54% £0.06 15.38% £0.03 7.69% £0.02 0.00% £0.00 0.00% £0.00 0.00% £0.00 £0.12 £898.85 Higham Hill Daycare 25,365 27.59% £0.03 6.90% £0.01 20.69% £0.06 27.59% £0.15 0.00% £0.00 3.45% £0.03 £0.29 £7,259.64 Highams Park Day Nursery And Pre-School 18,335 12.00% £0.01 20.00% £0.04 8.00% £0.02 4.00% £0.02 0.00% £0.00 0.00% £0.00 £0.10 £1,796.83 Kids Inc Day Nursery 20,378 11.54% £0.01 11.54% £0.02 23.08% £0.07 7.69% £0.04 0.00% £0.00 0.00% £0.00 £0.15 £2,978.25 Kids R Us 7,933 22.22% £0.02 0.00% £0.00 11.11% £0.03 0.00% £0.00 11.11% £0.08 0.00% £0.00 £0.14 £1,101.74 Kidsaloud Daycare Nursery Ltd 7,743 80.00% £0.08 0.00% £0.00 20.00% £0.06 0.00% £0.00 0.00% £0.00 0.00% £0.00 £0.14 £1,083.95 Little Diamonds- St Patricks 20,805 12.82% £0.01 35.90% £0.07 20.51% £0.06 10.26% £0.06 5.13% £0.04 0.00% £0.00 £0.24 £5,014.54 Little Green Man Nursery 22,088 22.22% £0.02 18.52% £0.04 0.00% £0.00 3.70% £0.02 3.70% £0.03 0.00% £0.00 £0.11 £2,372.36 Little Miracles Day Nursery 9,073 0.00% £0.00 12.46% £0.02 23.69% £0.07 8.93% £0.05 0.00% £0.00 0.00% £0.00 £0.15 £1,316.50 Magic Roundabout Nurseries Ltd 20,805 16.67% £0.02 26.67% £0.05 13.33% £0.04 3.33% £0.02 16.67% £0.13 0.00% £0.00 £0.25 £5,270.60 Mulberry Day Nursery- ward averages 3,895 0.00% £0.00 14.01% £0.03 11.28% £0.03 0.96% £0.01 8.86% £0.07 0.00% £0.00 £0.13 £520.47 Nappy Gang Nursery 22,990 43.75% £0.04 6.25% £0.01 21.88% £0.07 3.13% £0.02 12.50% £0.09 0.00% £0.00 £0.23 £5,352.36 Penrhyn Childcare Centre 10,925 35.29% £0.04 11.76% £0.02 41.18% £0.12 5.88% £0.03 5.88% £0.04 0.00% £0.00 £0.26 £2,827.65 Precious Tots 5,748 16.67% £0.02 16.67% £0.03 16.67% £0.05 0.00% £0.00 16.67% £0.13 0.00% £0.00 £0.23 £1,293.19 Smilers Day Nursery 24,985 50.00% £0.05 13.16% £0.03 15.79% £0.05 0.00% £0.00 7.89% £0.06 0.00% £0.00 £0.18 £4,569.63 Snowberry Nursery 21,090 14.81% £0.01 18.52% £0.04 7.41% £0.02 40.74% £0.22 7.41% £0.06 0.00% £0.00 £0.35 £7,459.61 St Mary's Nursery 22,563 51.85% £0.05 7.41% £0.01 7.41% £0.02 0.00% £0.00 3.70% £0.03 0.00% £0.00 £0.12 £2,632.29 St Saviours Nursery 27,835 40.00% £0.04 20.00% £0.04 22.86% £0.07 5.71% £0.03 2.86% £0.02 0.00% £0.00 £0.20 £5,606.76 Stepping Stones Childcare 3,895 12.50% £0.01 25.00% £0.05 12.50% £0.04 12.50% £0.07 0.00% £0.00 0.00% £0.00 £0.17 £657.28 Sugar Plum Tree Nursery 18,810 52.38% £0.05 28.57% £0.06 14.29% £0.04 0.00% £0.00 0.00% £0.00 4.76% £0.04 £0.20 £3,672.43 Sunbeams Day Nursery 12,635 0.00% £0.00 20.00% £0.04 0.00% £0.00 0.00% £0.00 5.00% £0.04 0.00% £0.00 £0.08 £979.21 Sunshine Day Nursery- ward averages 6,128 0.00% £0.00 13.28% £0.03 4.04% £0.01 0.97% £0.01 4.44% £0.03 0.00% £0.00 £0.08 £473.93 The Lloyd Park Centre 41,563 43.64% £0.04 29.09% £0.06 12.73% £0.04 3.64% £0.02 5.45% £0.04 0.00% £0.00 £0.20 £8,350.28 Tiny Tots Day Nursery 8,455 30.00% £0.03 10.00% £0.02 10.00% £0.03 10.00% £0.06 10.00% £0.08 0.00% £0.00 £0.21 £1,775.55 Tom Thumb Day Nursery 11,780 28.57% £0.03 4.76% £0.01 14.29% £0.04 4.76% £0.03 0.00% £0.00 0.00% £0.00 £0.11 £1,262.14 Walthamstow Village Montessori Nursery 14,345 33.33% £0.03 22.22% £0.04 5.56% £0.02 5.56% £0.03 0.00% £0.00 0.00% £0.00 £0.13 £1,793.13 Yardley Forest Nursery 14,583 26.32% £0.03 0.00% £0.00 26.32% £0.08 0.00% £0.00 5.26% £0.04 0.00% £0.00 £0.14 £2,110.63 Total PVI providers 52 weeks 581,258 £110,819.66
Total Childminders 42,750 0.21 £8,818.19 Contingency for new providers and additional hours Total Contingency 77,520 0.21 £15,990.31
2,669,624 Total deprivation 568,342.87 DfE Budget 569,445.00 variance - 1,102.13
28 Appendix D- Deprivation supplement payments 2019-20 School or Setting Name TOTAL % of children Hourly % of Hourly % of Hourly % of Hourly % of Hourly % of Hourly Average Total Payment ESTIMATED on Oct 18 Rate children on Rate children on Rate children on Rate children on Rate children on Rate hourly rate HOURS census Oct 18 Oct 18 Oct 18 Oct 18 Oct 18 (2019-20) within IDACI census census census census census Band 1 (score within IDACI within IDACI within IDACI within IDACI within IDACI 0.2 & 0.25) Band 2 Band 3 band 4 Band 5 Band 6 (score 0.25 (score 0.3 & (score 0.35 (score 0.4 & (score 0.5 +) and 0.3) 0.35) & 0.4) 0.45)
£0.10 £0.20 £0.30 £0.55 £0.75 £0.90 Ward Averages TOTAL % of children Hourly % of Hourly % of Hourly % of Hourly % of Hourly % of Hourly Average Total Payment ESTIMATED on Nov 15 Rate children on Rate children on Rate children on Rate children on Rate children on Rate hourly rate HOURS census Nov 15 Nov 15 Nov 15 Nov 15 Nov 15 (2019-20) within IDACI census census census census census Band 1 (score within IDACI within IDACI within IDACI within IDACI within IDACI 0.2 & 0.25) Band 2 Band 3 band 4 Band 5 Band 6 (score 0.25 (score 0.3 & (score 0.35 (score 0.4 & (score 0.5 +) and 0.3) 0.35) & 0.4) 0.45) Cann Hall Ward Average 570 11.15% £0.01 36.83% £0.07 9.47% £0.03 13.37% £0.07 5.19% £0.04 0.48% 0.00 £0.23 £131.10 Cathall Ward Average 570 16.66% £0.02 17.50% £0.03 10.87% £0.03 17.40% £0.10 17.93% £0.13 0.00% 0.00 £0.31 £179.21 Chapel End Ward Average 570 45.24% £0.05 20.54% £0.04 11.77% £0.04 6.29% £0.03 5.57% £0.04 0.91% 0.01 £0.21 £117.52 Chingford Green Ward Average 570 11.93% £0.01 8.61% £0.02 16.74% £0.05 10.56% £0.06 2.56% £0.02 0.00% 0.00 £0.16 £89.28 Endlebury Ward Average 570 9.74% £0.01 11.02% £0.02 44.10% £0.13 1.49% £0.01 3.38% £0.03 0.00% 0.00 £0.20 £112.63 Forest Ward Average 570 21.57% £0.02 14.01% £0.03 11.28% £0.03 0.96% £0.01 8.86% £0.07 0.00% 0.00 £0.16 £88.46 Grove Green Ward Average 570 51.82% £0.05 11.62% £0.02 10.38% £0.03 0.00% £0.00 0.00% £0.00 0.00% 0.00 £0.11 £60.54 Hale End & Highams Park Ward Average 570 25.04% £0.03 22.29% £0.04 0.31% £0.00 2.50% £0.01 7.90% £0.06 0.00% 0.00 £0.14 £81.82 Hatch Lane Ward Average 570 12.02% £0.01 12.46% £0.02 23.69% £0.07 8.93% £0.05 0.00% £0.00 0.00% 0.00 £0.16 £89.57 High Street Ward Average 570 22.74% £0.02 28.38% £0.06 18.06% £0.05 6.56% £0.04 6.92% £0.05 0.48% 0.00 £0.23 £128.76 Higham Hill Ward Average 570 21.10% £0.02 6.57% £0.01 24.29% £0.07 28.04% £0.15 1.83% £0.01 11.92% 0.11 £0.38 £217.95 Hoe Street Ward Average 570 38.98% £0.04 17.17% £0.03 12.86% £0.04 3.20% £0.02 0.53% £0.00 0.00% 0.00 £0.13 £76.08 Larkswood Ward Average 570 15.49% £0.02 16.80% £0.03 22.46% £0.07 3.31% £0.02 4.43% £0.03 0.00% 0.00 £0.17 £95.69 Lea Bridge Ward Average 570 34.03% £0.03 26.80% £0.05 16.68% £0.05 0.00% £0.00 18.60% £0.14 0.00% 0.00 £0.28 £157.98 Leyton Ward Average 570 39.51% £0.04 20.63% £0.04 15.13% £0.05 0.53% £0.00 14.33% £0.11 0.00% 0.00 £0.24 £134.83 Leytonstone Ward Average 570 20.30% £0.02 13.28% £0.03 4.04% £0.01 0.97% £0.01 4.44% £0.03 0.00% 0.00 £0.10 £55.66 Markhouse Ward Average 570 29.52% £0.03 21.32% £0.04 18.55% £0.06 12.42% £0.07 5.77% £0.04 0.95% 0.01 £0.25 £141.30 Valley Ward Average 570 9.46% £0.01 29.21% £0.06 32.24% £0.10 0.68% £0.00 14.83% £0.11 0.00% 0.00 £0.28 £159.39 William Morris Ward Average 570 35.69% £0.04 19.17% £0.04 20.69% £0.06 13.25% £0.07 2.54% £0.02 4.87% 0.04 £0.27 £154.94 Wood Street Ward Average 570 16.90% £0.02 9.64% £0.02 26.60% £0.08 11.68% £0.06 5.13% £0.04 0.75% 0.01 £0.23 £128.54
29 Appendix E – Control total for Early Years Funding for 2,3 & 4 year olds 2019-20
PTE No of Rate Budget 5% LA 3% SEND Balance 0.3% EY Base rate Deprivation children per centrally Inclusion passed System 95.5% 4.2% hour retained Fund Top through to Leader- topslice slice providers ship Estimated 2 year old 715.9 £5.66 £2,309,704 £115,485 £69,291 £2,124,928 £6,375 allocation
Estimated 3-4 year old 4,683.80 £5.52 £14,737,196 £736,860 £442,116 £13,558,220 £40,675 £12,948,100 £569,445 allocation- Universal 15 hrs p/w Estimated 3-4 year old 1,296.30 £5.52 £4,078,825 £203,941 £122,365 £3,752,519 £11,258 £3,583,656 £157,606 allocation- Additional 15 hrs p/w for working parents Maintained Nursery 238.2 £1.71 £232,133 £232,133 School Supplement Funding Early Years Pupil 466.7 £0.53 £141,000 £141,000 Premium Disability Access Fund 123 £615 £75,645 £75,645 per child Total £21,574,503 £1,056,286 £633,772 £19,884,445 £58,307 £16,531,756 £727,051
KEY
Classed as LA centrally retained by DfE/ESFA
Classed as pass-through to providers by DfE/ESFA
30 2019-20 Hourly Rates Less centrally retained
2 yr Old Hourly Rate 3-4 yr old Hourly Rate
DfE Hourly Rate £ 5.66 £5.52
5% LA Centrally retained funding -£0.28 -£0.27
3% SEND Inclusion Fund -£0.17 -£0.17
£5.21 *£5.07 Total average hourly rate *inclusive of quality supplement, which is not paid to all providers as part of their hourly rate
31 Appendix F: EYFF per pupil rates for 2018-19 & 2019-20
Factor 1 April 2019 1 April 2018 to 31 March 2020 to 31 March 2019
3 year old Child eligible from Child eligible from term after child’s term after child’s 3rd 3rd birthday birthday Base Funding rate: £4.85 per hour £4.85 per hour PVI and School Nursery Classes (including MNS’s) Maintained Nursery School Supplementary Funding Maintained Nursery Schools Only £1.71 per hour £1.71 per hour
Deprivation
Pupil lives in IDACI Band 1 £0.10 per hour £0.08 per hour
Pupil lives in IDACI Band 2 £0.20 per hour £0.18 per hour
Pupil lives in IDACI Band 3 £0.30 per hour £0.27 per hour
Pupil lives in IDACI Band 4 £0.55 per hour £0.36 per hour
Pupil lives in IDACI Band 5 £0.75 per hour £0.80 per hour
Pupil lives in IDACI Band 6 £0.90 per hour £1.45 per hour
2 year old base funding Child eligible from Child eligible from term after child’s term after child’s 2nd 2nd birthday birthday Base Funding rate: £5.21 per hour £5.21 per hour PVI and School Nursery Classes (including MNS’s) (£5.66 from DfE minus 5% deduction for LA centrally retained and 3% for SEND inclusion Fund) Top up from early years reserves £0.45 per hour £0.45 per hour underspend for 18-19:
Total hourly rate £5.66 per hour £5.66 per hour
32
Appendix G Consultation Questions and Responses
Q1 What type of Early Years setting are you?
Answered: 53 Skipped: 0
Private - full daycare
Private - pre-school
Charity - full daycare
Charity - pre-school
Independent school
Maintained Nursery School
Childminder
Maintained Primary School
Primary Academy
All-through School
Free School
Other (please specify)
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
ANSWER CHOICES RESPONSES
Private - full daycare 13.21% 7
Private - pre-school 5.66% 3
Charity - full daycare 5.66% 3
Charity - pre-school 20.75% 11
Independent school 0.00% 0
Maintained Nursery School 3.77% 2
Childminder 24.53% 13
Maintained Primary School 16.98% 9
Primary Academy 5.66% 3
All-through School 3.77% 2
1 33
Appendix G Consultation Questions and Responses
Free School 0.00% 0
Other (please specify) 0.00% 0
TOTAL 53
2 34
Appendix G Consultation Questions and Responses
Q2 In what capacity are you responding?
Answered: 53 Skipped: 0
School Governor
Charity Trustee
Private Business Owner
Headteacher
PVI Childcare Manager
Burser/ Finance Officer
Childminder
EYFS Lead
Other (please specify)
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
ANSWER CHOICES RESPONSES
School Governor 0.00% 0
Charity Trustee 1.89% 1
Private Business Owner 5.66% 3
Headteacher 26.42% 14
PVI Childcare Manager 20.75% 11
Burser/ Finance Officer 5.66% 3
Childminder 24.53% 13
EYFS Lead 1.89% 1
Other (please specify) 13.21% 7 TOTAL 53
3 35 Appendix G Consultation Questions and Responses
Q4 What percentage of the Hourly rate payable to provider for free early education places for 3&4 year olds would you like allocated to base rate, deprivation and early years system leadership? Please Note: All figures below are indicative and are based on an average hourly rate, the final hourly rate for each schools/setting will vary based on the demographics of the children attending their setting when deprivation formulas are applied using the October 18 Census data
ANSWER CHOICES RESPONSES
Option 1 35.29% 18
Option 2 7.84% 4
Option 3 7.84% 4
Option 4 49.02% 25 TOTAL 51
4 36 Appendix G Consultation Questions and Responses
Question 4 Option Details
Percentage of the Early Years Block (EARLY YEARS BLOCK) that providers would like allocated to base rate, deprivation and early years systems leadership?
During 2018-19 4.5% of EARLY YEARS BLOCK funding passported to providers was allocated to supplements (4% to deprivation, which is a mandatory supplement and 0.5% to quality/system leadership, which is a discretionary supplement).
Early Years Systems Leadership
The LA’s centrally retained budgets are capped at 5%. In light of these decreasing budgets the LA’s ability to continue to fund the levels of free information, advice and training as it has done previously is not sustainable.
The 2017-18 Early Years Funding Formula (EARLY YEARS FUNDING FORMULA) included a system leadership budget of £139,000 (1% of the EARLY YEARS BLOCK) but this budget was not spent and was carried over to 2018-19. A further £ 68,748 (0.5% of the EARLY YEARS BLOCK) was allocated from the 2018-19 EARLY YEARS FUNDING FORMULA. A total budget of £207,748 was therefore available during 2018-19.
This budget is not paid directly to all providers but is managed by the Early Years Systems Leadership Board (EARLY YEARS SYSTEMS LEADERSHIP BOARD) in order to deliver a range of support, advice, information and training regarding teaching and learning to the early years sector.
This model is in its early stages of development, as a result the EARLY YEARS SYSTEMS LEADERSHIP BOARD budget has not been fully spent. Any underspend from this budget will however be carried forward to 2019-20. A report from the EARLY YEARS SYSTEMS LEADERSHIP BOARD on current and future spending plans can be found here (link to School Forum Report).
The Early Years task and Finish Group(EARLY YEARS TASK AND FINISH GROUP) felt that it was important to ensure that schools and PVI sector providers were able to access a range of teaching and learning support, advice and information from peers across the early years sector in order to further support the improvement in quality of early years foundation stage provision and CPD. However as the EARLY YEARS SYSTEMS LEADERSHIP BOARD budget is underspent the EARLY YEARS TASK AND FINISH GROUPtherefore propose that the sector be consulted on two options: a) reducing the top slice to 0.3% of the EARLY YEARS BLOCK (£59,653) b) retaining the top slice at 0.5% of the EARLY YEARS BLOCK (£99,422)
5 37
Appendix G Consultation Questions and Responses
Q1: What percentage of the Hourly rate payable to provider for free early education places for 3&4 year olds would you like allocated to base rate, deprivation and early years system leadership?
Please Note: All figures below are indicative and are based on an average hourly rate, the final hourly rate for each schools/setting will vary based on the demographics of the children attending their setting when deprivation formulas are applied using the October 18 Census data
Option 1 Base rate Deprivation*** EY Systems current levels Leadership** Proportion of hourly rate 95.50% 4.00% 0.5% 100.00% Hourly Rate £4.84 £0.20 £0.03 £5.07* Option 2 Base rate Deprivation*** EY Systems Leadership** Proportion of hourly rate 95.00% 4.50% 0.5% 1.00 Hourly Rate £4.82 £0.23 £0.03 £5.07* Option 3 Base rate Deprivation*** EY Systems Leadership** Proportion of hourly rate 95.00% 4.70% 0.3% 100.00% Hourly Rate £4.82 £0.24 £0.02 £5.07* Option 4 Base rate Deprivation*** EY Systems Leadership** Proportion 95.50% 4.20% 0.3% 100.00% Hourly Rate £4.84 £0.21 £0.02 £5.07* *DfE/ESFA rate minus 5% for centrally retained and 3% for SEND inclusion Fund
** This will not be paid directly to providers and does not form part of the hourly rate allocation. This funding is delegated to the Early Years System Leadership Board to manage on behalf of the early years sector.
*** Hourly rates are an average and can range from 2 pence to 50 pence per hour to individual schools/setting
38 6
Appendix G Consultation Questions and Responses
Q5 Which payment rates do you think should be used rate for each of the deprivation rate bands (1-6).
Answered: 44 Skipped: 9
Option 1
Option 2
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
ANSWER CHOICES RESPONSES
Option 1 25.00% 11
Option 2 75.00% 33
44 TOTAL
39 7
Appendix G Consultation Questions and Responses
Question 5 Option Details
The hourly payment rate for each of the deprivation rate bands (1-6)
The Early Years task and Finish Group felt that the incremental increases in the payment bands currently were inconsistent and were weighted too heavily to the higher IDACI bands. This meant that the hourly payment rates paid to individual settings ranged from 0.02p per hour to 0.52p per hour, and as these supplements were added to the base rate and paid in respect of all children, this equates to quite significant variances in annual funding levels.
Providers are therefore being consulted on 2 option, option 1 is in line with the 18-19 payment levels, option 2 has more consistent payment band increments and as less heavily weighted to the higher IDACI bands.
Indicative modelling of the impact of option 1 and 2 can be found here. (link to modelling by Jude)
Please Note: All figures in modelling are indicative and are based on the estimated delivery hours for 2018-19 and October 17 Census data. The the final hourly rate for each schools/setting will vary based on the demographics of the children attending their setting when deprivation formulas are applied using the October 18 Census data
Q2: Which payment rates do you think should be used rate for each of the deprivation rate bands (1-6).
IDACI IDACI IDACI IDACI IDACI IDACI band 1 band 2 band 3 band 4 band 5 band 6
Option 1- £0.08 £0.18 £0.27 £0.36 £0.80 £1.45 current levels Option 2 £0.10 £0.20 £0.30 £0.45 £0.65 £0.95
40 8
Appendix G Consultation Questions and Responses
Q6 Do you think that the funding rate for free early education place for 2 year olds should continue be topped up by 45p per hour to a rate of £5.66 per hour in 2019-20?
Answered: 46 Skipped: 7
Yes
No
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
ANSWER CHOICES RESPONSES Yes 93.48% 43
No 6.52% 3 TOTAL 46
41 9
Appendix G Consultation Questions and Responses
Q7 Should the SEN INCLUSION FUND budget remain at 3% of the EARLY YEARS BLOCK for 2019-20?
Answered: 46 Skipped: 7
Yes
No
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
ANSWER CHOICES RESPONSES
Yes 95.65% 44
No 4.35% 2 TOTAL 46
42 10
Appendix G Consultation Questions and Responses
Q8 How do you think a contingency fund for MAINTAINED NURSERY SCHOOLS should be funded?
Answered: 44 Skipped: 9
Option a) - A contingency...
Option b) - Take no acti...
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
ANSWER CHOICES RESPONSES Option a) - A contingency budget of approx. £100,000 be set aside in the EARLY YEARS BLOCK underspend reserves. 18.18% 8 (This may affect the ability to pay a top up to the hourly rate payable in respect of 2 year olds as the funds ear-marked for 2 year old top-ups would need to be reduced to create the MAINTAINED NURSERY SCHOOLS contingency budget).
Option b) - Take no action with regards to the 2019-20 EARLY YEARS FUNDING FORMULA and await the funding 81.82% 36 decision from the DfE/ESFA for the 2020-2021 Early Years Block. MAINTAINED NURSERY SCHOOLS to work in partnership with the LA during 2019-20 to look at options to support their financial sustainability in the longer term. Where MAINTAINED NURSERY SCHOOLS have sufficient reserves to fund any shortfall this should be used in the short term.
TOTAL
43 11 Meeting / Date SCHOOLS FORUM Agenda Item 5 13 February 2019
Report Title High Needs Block Indicative Income and Expenditure for Financial Year 2019-20 Decision/Discussion/ For Discussion and Decision Information
Report Author/ David Kilgallon, Director of Learning and System Leadership, Contact details 020 8496 3504 [email protected]
Duncan James-Pike, Strategic Financial Advisor 020 8496 3502 [email protected]
Appendices Appendix A: High Needs Block Summary
Appendix B: Indicative Element 3 funding for mainstream schools
Appendix C: Indicative Element 3 and place funding for special schools, special resource provision, alternative provision and pupil referral units.
Appendix D: HNB formula funding 2019-20
1. SUMMARY
1.1 The purpose of this report is to update Schools Forum on the High Needs Block (HNB) allocations for 2019-20 and highlight the financial pressures on the HNB.
1.2 An Inclusion Group has been set up with the intention of agreeing proposals to address the funding gap in the HNB. These proposals will brought to Schools Forum in April 2019 prior to a wider consultation.
2. RECOMMENDATIONS
2.1 Schools Forum to note:
2.1.1 The HNB allocation to Waltham Forest for Financial Year 2019-20 is £37.325 million, including an additional £0.683 million which was announced in December 2018.
2.1.1 The forecast HNB budget attributable to the Local Authority (LA) in FY 2019- 20 after Academy recoupment and contributions from the Early Years Block is 1
44 estimated at £29.436 million an increase of £157,000 compared to the previous financial year.
2.1.2 The current pressures and rates of funding mean that there is a forecast accumulated underfunding of £3.8 million as at 31 March 2020, excluding growth and mitigating actions.
2.1.3 The work being undertaken to address the underfunding.
2.1.4 There are two extraordinary Schools Forum meetings called for:
Tuesday 14 May and Wednesday 19 June 2019.
3 HIGH NEEDS PROJECTIONS FOR FINANCIAL YEARS 2018-19 AND 2019-20
3.1 The final HNB allocations have now been received and officers are in a position to outline the expected financial position for 2018-19 and the pressures rolling forward into 2019-20. Appendix A provides the updated detailed figures for both financial years.
3.2 In December 2018 the Education and Skills Funding Agency (ESFA) announced an additional £250m nationally for HNB across 2018-19 and 2019- 20. The allocation for Waltham Forest is £0.683 million each year and these amounts are included in Appendix A.
3.3 The extra funding is just over 0.5% of the Schools Block for each LA, so just over the standard level of funding that Schools Forums can agree to transfer from the Schools Block to the HNB.
3.4 Schools Forum did not agree to a transfer to the Schools Block but the LA considered that it would be imprudent not to submit a disapplication request to the Secretary of State for the 0.5% transfer of £1 million. Following the announcement of an additional £0.683 million to the HNB, the LA revised its request to £0.322 million, being the balance of the £1 million requested originally. This revised request was rejected on 7 February 2019.
3.5 Appendix B shows the Indicative Element 3 funding for mainstream schools
3.6 Appendix C shows the Indicative Element 3 and place funding for special schools, special resource provision, alternative provision and pupil referral units.
3.7 Appendix D shows how the national High Needs formula has allocated funding to Waltham Forest.
2
45 4 WORK BEING UNDERTAKEN TO ADDRESS THE UNDERFUNDING
4.1 Consultation
4.1.1 Schools Forum agreed to refresh the Inclusion Group in December 2018 with the intention of agreeing proposals to address the funding gap in the HNB. The group met on 28 January and three further meetings are to be held on 13 February, 21 March and 23 April 2019.
4.1.2 There will be an extraordinary Schools Forum on Tuesday 14 May where proposals will be presented and agreement sought to a wider consultation.
4.1.3 This consultation, which will include meetings with parent groups and governors, will run from 15 May to 12 June.
4.1.4 The Schools Forum meeting planned for 12 June will be moved to Wednesday 19 June to allow time for Schools Forum to receive a report on the consultation and the resulting proposals.
4.1.5 It is important that all providers are represented on the Inclusion Group. Secondary schools were under-represented at the meeting on 28 January.
4.2 Alternative Provision
4.2.1 The LA convened a separate workshop on 6 December to consider alternative provision and a further workshop is planned.
4.3 Commissioning Groups
4.3.1 The Director of Learning has established three commissioning groups to look in detail at the contract for Outreach with Whitefield; the contract for Home Hospital Tuition with Hornbeam; and the Hawkswood Group. A further 11 commissioning groups have been established: one for each special resource provision.
4.4 SEN Financial Strategy and Policy Document
4.4.1 The Director of Learning has established a working group of officers to co- ordinate the work streams outlined above and to agree a financial policy document. The document will set out the LA’s operational policies, such as arrangements for nursery provision and not automatically providing additional place-led funding when making a “spot purchase” above the formal number of commissioned places.
3
46 Appendix A HIGH NEEDS BLOCK SUMMARY
Revised projection Estimate 2019- Line Description 2018-19 20 INCOME £ £ 1 Baseline Funding from Education Funding Agency (EFA) 36,298,714 36,641,702 2 New Money From DFE 682,960 682,960 Total Gross HNB Allocation 36,981,674 37,324,662
3 6th Form Grant 200,000 66,667 4 Deductions -8,533,000 -8,585,833 5 Education Funding Agency High Needs Block Allocation 28,648,674 28,805,496
6 Transfer from the Early Years Block 631,000 631,000
7 HIGH NEEDS BLOCK INCOME TOTAL 29,279,674 29,436,496
EXPENDITURE Proportion of Expenditure 2019-20 SPECIAL SCHOOLS 8 Place Funding 561,667 570,000 9 Early Years EHC top up funding (Under 5 year old ) 208,039 208,000 10 Top-up (5 years and older - 1 Sep 2017) 9,060,907 9,106,000 11 Spot Purchases 290,000 12 TOTAL SPECIAL SCHOOLS BUDGET 9,830,613 10,174,000 31%
SPECIAL RESOURCE PROVISION 13 Place Funding 573,000 567,000 14 Special Resourced Provisions 2,400,381 2,500,000 15 Spot Purchases 120,000 16 TOTAL SRP BUDGET 2,973,381 3,187,000 10%
MAINSTREAM SCHOOLS 17 Top-up : Mainstream schools 6,847,249 7,534,500 18 SEN Inclusion Fund Top up for Early Years children. 503,600 503,600 19 TOTAL PVI AND MAINSTREAM SCHOOLS BUDGET 7,350,849 8,038,100 25%
POST 16 PROVISION 20 Place-led funding for further education providers 56,000 56,000 21 Top up fees for further education providers 1,050,000 1,050,000 22 TOTAL FURTHER EDUCATION BUDGET 1,106,000 1,106,000 3%
ALTERNATIVE PROVISION AND PRU 23 Hawkswood Primary And Secondary PRU 860,000 860,000 24 Top Up Funding Hawkswood Primary And Secondary PRU 169,000 169,000 25 Forest Pathways 1,408,000 1,228,000 26 Alternative Provision 1,613,153 1,000,000 27 Subtotal Hawkswood Budget 4,050,153 3,257,000
28 South Chingford 25,000 100,000 29 Other Provision 583,000 30 TOTAL ALTERNATIVE PROVISION AND PRU 4,075,153 3,940,000 12%
INDEPENDENT & NM SPECIAL SCHOOLS 31 Independent & NMSS 3,034,672 3,120,000 32 Placements in OLA schools 451,183 410,000 33 Speech and Language Therapy Service 140,000 140,000 34 TOTAL INDEPENDENT & OTHER LA BUDGET 3,625,855 3,670,000 11%
OTHER SERVICES 35 Home Hospital 326,700 327,000 36 Outreach (SEND Success) 906,000 906,000 37 Disability Enablement Service 610,000 610,000 38 BACME (Social Inclusion) 330,000 330,000 39 FAP Payments to schools for admitting excluded pupils 71,600 72,000 40 TOTAL OTHER SERVICES 2,244,300 2,245,000 7%
41 HIGH NEEDS TOTAL PROJECTED SPEND 31,206,151 32,360,100 100%
42 Core Underfunding 1,926,477 2,923,604 10% 43 Brought forward -893,000 864,477 44 Funding Gap 1,033,477 3,788,081
47 Appendix B Indicative Maintained High Needs Block Funding estimates for FY19-20
No. Pupils - Full Time Equivalent (FTE) * Full Time * Full Time * Full Time Indicative Equivalent (FTE) Equivalent (FTE) Equivalent (FTE) Element 3 (Top- Description pupils with an Pupils with an pupils with an up) Funding EHCP (Non- EHCP (Total) - (C + EHCP (Residents) LBWF Residents) D) C D E G Mainstream Schools Maintained Nursery Schools Acacia Nursery 1.3 0.0 1.3 £31,808 Church Hill Nursery 0.3 0.0 0.3 £0 Low Hall Nursery School 1.0 0.0 1.0 £42,410 Maintained Nursery School - Total 2.5 0.0 2.5 £74,218
Maintained Primary Schools Ainslie Wood Primary School 4.7 0.0 4.7 £76,025 Barn Croft Primary School 3.6 0.0 3.6 £54,070 Chapel End Infant School and Early Years Centre 3.9 0.0 3.9 £88,503 Chase Lane Primary School 4.4 1.0 5.4 £55,775 Chingford CofE Primary School 3.5 0.0 3.5 £60,820 Coppermill Primary School 8.7 0.0 8.7 £123,345 Dawlish Primary School 2.6 0.0 2.6 £38,865 Downsell Primary School 16.4 2.0 18.4 £211,235 Edinburgh Primary School 9.7 0.0 9.7 £111,550 George Tomlinson Primary School 9.2 0.0 9.2 £146,995 Greenleaf Primary School 8.7 0.0 8.7 £109,845 Gwyn Jones Primary School 10.8 0.0 10.8 £160,505 Handsworth Primary School 4.7 0.0 4.7 £78,775 Henry Maynard Primary School 8.0 0.0 8.0 £108,140 Mission Grove Primary School 17.2 0.0 17.2 £204,485 Newport School 13.8 0.0 13.8 £136,915 Oakhill Primary School 2.0 0.0 2.0 £16,910 Our Lady and St George's Catholic Primary Scho 14.2 0.0 14.2 £187,575 Parkside Primary School 7.0 0.0 7.0 £125,626 South Grove Primary School 8.2 0.0 8.2 £131,691 St Joseph's Catholic Infant School 1.7 0.0 1.7 £23,660 St Joseph's Catholic Junior School 4.0 0.0 4.0 £40,570 St Mary's Catholic Primary School 2.0 0.0 2.0 £30,410 St Patrick's Catholic Primary School. 4.8 0.0 4.8 £84,480 Stoneydown Park School 14.0 0.0 14.0 £216,280 The Jenny Hammond Primary School 8.1 0.0 8.1 £105,848 The Winns Primary School 14.7 0.0 14.7 £184,235 Thorpe Hall Primary School 6.6 0.0 6.6 £76,025 Whitehall Primary School 6.4 0.0 6.4 £99,685 Maintained Primary School - Total 223.3 3.0 226.3 £3,088,843
Academy Primary Schools Barclay Primary School 11.3 1.0 12.3 £171,518 Chapel End Junior Academy 4.0 0.0 4.0 £54,070 Chingford Hall Primary School 3.3 0.0 3.3 £30,410 Davies Lane Primary School 6.0 0.0 6.0 £72,685 Emmanuel Community School 4.0 0.0 4.0 £40,570 Hillyfield Primary Academy 19.6 0.0 19.6 £258,555 Larkswood Primary School 3.7 0.7 4.3 £60,820 Longshaw Primary School 4.5 0.0 4.5 £69,275 Mayville Primary School 4.7 0.0 4.7 £77,730 Riverley Primary School 3.5 0.0 3.5 £40,570 Roger Ascham Primary School 10.8 1.0 11.8 £135,210 Selwyn Primary School 10.8 0.0 10.8 £152,078 St Mary's CofE Primary School 5.6 0.4 5.9 £70,980 St Saviour's Church of England Primary School. 6.0 0.0 6.0 £84,480 Sybourn Primary School 7.1 1.0 8.1 £73,890 The Woodside Primary Academy 11.5 0.0 11.5 £186,870 Thomas Gamuel Primary School 6.0 0.0 6.0 £64,230 Whittingham Primary Academy 5.2 0.0 5.2 £57,480 Willow Brook Primary School Academy 2.0 0.0 2.0 £30,410 Woodford Green Primary School 1.4 0.0 1.4 £16,910 48 Appendix B Indicative Maintained High Needs Block Funding estimates for FY19-20
No. Pupils - Full Time Equivalent (FTE) * Full Time * Full Time * Full Time Indicative Equivalent (FTE) Equivalent (FTE) Equivalent (FTE) Element 3 (Top- Description pupils with an Pupils with an pupils with an up) Funding EHCP (Non- EHCP (Total) - (C + EHCP (Residents) LBWF Residents) D) Yardley Primary School 8.9 0.0 8.9 £133,505 Academy Primary Schools - Total 139.8 4.0 143.8 £1,882,246
Maintained Secondary Schools Frederick Bremer School 18.3 0.7 19.0 £152,950 Heathcote School & Science College 10.5 0.7 11.2 £113,675 Holy Family Catholic School 16.5 0.0 16.5 £141,422 Kelmscott School 4.8 1.5 6.3 £46,200 Leytonstone School 7.0 0.0 7.0 £61,125 Walthamstow School for Girls 6.0 0.0 6.0 £46,625 Willowfield School 21.0 0.0 21.0 £194,400 Maintained Secondary Schools - Total 84.1 2.9 87.0 £756,397
Academy Secondary Schools Chingford Foundation School 26.5 0.0 26.5 £174,575 Connaught School for Girls 3.7 1.0 4.7 £59,450 Eden Girls' School Waltham Forest 4.0 0.0 4.0 £46,285 Highams Park School 6.3 0.5 6.7 £45,625 Lammas School and Sixth Form 6.7 0.0 6.7 £69,300 Norlington School and 6th Form 7.0 0.0 7.0 £69,300 Rushcroft Foundation School 5.5 0.0 5.5 £62,550 Walthamstow Academy 12.3 0.0 12.3 £130,275 Academy Secondary Schools - Total 71.9 1.5 73.4 £657,360
Maintained All-Through School Buxton School 17.3 0.0 17.3 £178,725 Maintained All-Through School - Total 17.3 0.0 17.3 £178,725
Academy All-Through School George Mitchell School 12.1 0.0 12.1 £113,075 Academy All-Through Schools - Total 12.1 0.0 12.1 £113,075
Anticipated Full year effect from New Starters during last 4 months of FY 18-19 £783,636
Grand Total 551.0 11.3 562.4 £7,534,500
The pupil numbers provided take into account similar joiners and leavers as * Full Time Equivalent (FTE) pupils with an occurred in FY2018-19. The total number of pupils is measured on an full-time EHCP equivalent basis.
Maintained Nursery Schools do not receive notional SEN. They will however receive Notional SEN - Maintained Nursery Schools the entire top-up rate without any deductions It is very important to note that all element 3 figures provided are only indicative. They are based on 2018-19 projected outturn and schools are expected to do their Element 3 figures own calculations to set these budgets based on expected numbers while making assumptions for joiners and leavers.
49 Appendix C Indicative Special Schools & SRP High Needs Block Funding estimates for FY19-20
Pupil No. Full Time Equivalent (FTE) Funding * Full Time * Full Time * Full Time Indicative Indicative Indicative Element Total Indicative Equivalent (FTE) Equivalent (FTE) Equivalent (FTE) Place Funding (Apr-19 Place Funding (Sep-19 Total Place Element 3 (Top- Element 3 (Top- Description 3 (Top-up) Funding High Needs Funding pupils with an pupils with an EHCP Pupils with an to Aug-19) to Mar-20) Funding (G + H) up) Funding - up) Funding - - Estimates (J + K) (I + M) EHCP (Residents) (Non-Residents) EHCP (Total) LBWF Only Non-Residents Columns C D E G H I J K L M Maintained - Special, SRP's (Units) and Alternative Provision
Maintained Special Schools Belmont Park School 20.9 28.0 48.9 £237,500 £332,500 £570,000 £378,000 £846,000 £1,224,000 £1,794,000 Maintained Special Schools - Total 20.9 28.0 48.9 £237,500 £332,500 £570,000 £378,000 £846,000 £1,224,000 £1,794,000
Maintained Special Resource Provisions & Units Buxton School - SRP 16.0 0.0 16.0 £45,000 £63,000 £108,000 £190,000 £0 £190,000 £298,000 Frederick Bremer School - SRP 22.0 1.2 23.2 £62,500 £87,500 £150,000 £370,000 £23,000 £393,000 £543,000 Heathcote School & Science College - SRP 6.7 2.0 8.7 £32,500 £45,500 £78,000 £90,000 £18,000 £108,000 £186,000 Oakhill Primary School - SRP 3.0 0.0 3.0 £10,000 £14,000 £24,000 £35,000 £0 £35,000 £59,000 South Grove Primary School - SRP 12.7 0.0 12.7 £40,000 £56,000 £96,000 £245,000 £0 £245,000 £341,000 Whitehall Primary School - SRP 14.9 0.0 14.9 £55,000 £56,000 £111,000 £170,000 £0 £170,000 £281,000 Maintained Special Resource Provisions & Units - Total 75.3 3.2 78.4 £245,000 £322,000 £567,000 £1,100,000 £41,000 £1,141,000 £1,708,000
Maintained Alternative Provision Hawkswood Secondary PRU 5.3 0.0 5.3 £25,000 £35,000 £60,000 £89,000 £0 £89,000 £149,000 Hawkswood Primary PRU 5.7 0.0 5.7 £33,333 £46,667 £80,000 £80,000 £0 £80,000 £160,000 PRU 72.0 0.0 72.0 £300,000.00 £420,000.00 £720,000 £0 £0 £0 £720,000 Forest Pathways 55.8 0.0 55.8 £586,666.67 £641,666.67 £1,228,333 £0 £0 £0 £1,228,333 AP - Hawkswood 100.0 0.0 100.0 £416,666.67 £583,333.33 £1,000,000 £0 £0 £0 £1,000,000
Other LA Provision 58.2 0.0 58.2 £208,333.33 £373,333.33 £581,667 £0 £0 £0 £581,667
Maintained Alternative Provision - Total 238.8 0.0 238.8 £1,570,000 £2,100,000 £3,670,000 £169,000 £0 £169,000 £3,839,000
Academy Alternative Provision South Chingford 10.0 0.0 10.0 £41,667 £58,333 £100,000 £0 £0 £100,000
Academy Alternative Provision - Total 10.0 0.0 10.0 £41,667 £58,333 £100,000 £0 £0 £0 £100,000
Academy - Special, SRP's (Units) and Alternative Provision Academy Special Schools Hornbeam Special Academy 220.7 28.0 248.7 £1,083,333 £1,516,667 £2,600,000 £3,387,000 £479,000 £3,866,000 £6,466,000 Joseph Clarke School 44.7 55.7 100.4 £395,833 £583,333 £979,167 £679,000 £942,000 £1,621,000 £2,600,167 Whitefield Schools and Centre 290.0 38.4 328.5 £1,479,167 £2,070,833 £3,550,000 £4,662,000 £652,000 £5,314,000 £8,864,000 Academy Special Schools - Total 555.4 122.1 677.5 £2,958,333 £4,170,833 £7,129,167 £8,728,000 £2,073,000 £10,801,000 £17,930,167
Academy Special Resource Provisions & Units Chingford Foundation School - SRP 24.7 1.3 26.0 £50,000 £70,000 £120,000 £308,000 £21,000 £329,000 £449,000 Davies Lane Primary School - SRP 26.0 0.6 26.6 £70,000 £98,000 £168,000 £450,000 £8,000 £458,000 £626,000 Highams Park School - SRP 1.0 0.0 1.0 £12,500 £17,500 £30,000 £9,000 £0 £9,000 £39,000 Hillyfield Primary Academy - SRP 17.6 0.0 17.6 £37,500 £52,500 £90,000 £289,000 £0 £289,000 £379,000 The Woodside Primary Academy - SRP 21.3 1.0 22.3 £55,000 £77,000 £132,000 £345,000 £15,750 £360,750 £492,750 Academy Special Schools - Total 90.5 3.0 93.5 £225,000 £315,000 £540,000 £1,400,000 £44,750 £1,445,750 £1,985,750
Grand Total 990.8 156.2 1,147.0 £5,277,500 £7,298,667 £12,576,167 £11,775,000 £3,004,750 £14,780,750 £27,356,917
* Full Time Equivalent (FTE) pupils with an EHCP The pupil numbers provided take into account similar joiners and leavers as occurred in FY2017-18. The total number of pupils is measured on an full-time equivalent basis. SRP place funding - now £6,000 per place Due to changes in regulations SRPs are now funded via the schools block formula. Place Funding for SRPs is now £6,000 a place It is very important to note that all element 3 figures provided are only indicative. They are based on 17-18 projected outturn and schools are expected to do their own calculations to set these budgets based Element 3 figures on expected numbers and making assumptions for joiners and leavers.
50 Appendix C
18-19 Placefunding Element 3 Total Change 18-19 - Total Change 18-19 - Total Change Description (Decrease) Place Funding (Decrease) (Element 3) (Decrease) Increase Increase Increase Columns O P Q R S Maintained - Special, SRP's (Units) and Alternative Provision
Maintained Special Schools Belmont Park School £561,667 £8,333 £1,204,539 £19,461 £27,794 Maintained Special Schools - Total £561,667 £8,333 £1,204,539 £19,461 £27,794
Maintained Special Resource Provisions & Units Buxton School - SRP £100,500 £7,500 £200,924 -£10,924 -£3,424 Frederick Bremer School - SRP £130,000 £20,000 £368,478 £24,522 £44,522 Heathcote School & Science College - SRP £83,000 -£5,000 £102,804 £5,196 £196 Oakhill Primary School - SRP £29,000 -£5,000 £37,214 -£2,214 -£7,214 South Grove Primary School - SRP £101,000 -£5,000 £230,818 £14,182 £9,182 Whitehall Primary School - SRP £129,500 -£18,500 £159,409 £10,591 -£7,909 Maintained Special Resource Provisions & Units - Total £573,000 -£6,000 £1,099,647 £41,353 £35,353
Maintained Alternative Provision Hawkswood Secondary PRU £60,000 £0 £89,765 -£765 -£765 Hawkswood Primary PRU £71,667 £8,333 £80,803 -£803 £7,530 PRU £720,000 £0 £0 £0 £0 Forest Pathways £1,408,000 -£179,667 £0 £0 -£179,667 AP - Hawkswood £1,600,000 -£600,000 £0 £0 -£600,000
Other LA Provision £0 £581,667 £0 £0 £581,667
Maintained Alternative Provision - Total £3,859,667 -£189,667 £170,568 -£1,568 -£191,235
Academy Alternative Provision South Chingford £0 £100,000 £0 £0 £100,000
Academy Alternative Provision - Total £0 £100,000 £0 £0 £100,000
Academy - Special, SRP's (Units) and Alternative Provision Academy Special Schools Hornbeam Special Academy £2,587,500 £12,500 £3,982,972 -£116,972 -£104,472 Joseph Clarke School £950,000 £29,167 £1,617,995 £3,005 £32,172 Whitefield Schools and Centre £3,529,167 £20,833 £5,447,134 -£133,134 -£112,301 Academy Special Schools - Total £7,066,667 £62,500 £11,048,101 -£247,101 -£184,601
Academy Special Resource Provisions & Units Chingford Foundation School - SRP £132,500 -£12,500 £304,448 £24,552 £12,052 Davies Lane Primary School - SRP £160,500 £7,500 £437,996 £20,004 £27,504 Highams Park School - SRP £32,500 -£2,500 £14,938 -£5,938 -£8,438 Hillyfield Primary Academy - SRP £90,000 £0 £266,938 £22,062 £22,062 The Woodside Primary Academy - SRP £132,000 £0 £359,524 £1,226 £1,226 Academy Special Schools - Total £547,500 -£7,500 £1,383,844 £61,906 £54,406
Grand Total £12,608,501 -£32,334 £14,906,699 -£125,949 -£158,283
* Full Time Equivalent (FTE) pupils with an EHCP SRP place funding - now £6,000 per place Element 3 figures
51 Appendix D HNB NATIONAL FUNDING FORMULA FOR LBWF
Pupils/ Pupils/ Area Cost Population Funding Factor Population Adjustment with ACA Value Amount Note Historical £15,661,426 1
Basic Entitlement 790 1.087 858.73 £4,000 £3,434,920 2
Population 62,057 1.087 67,456 £117 £7,904,677 3
Free School Meals 6,126 1.087 6,659 £245 £1,633,798
IDACI 46,279 1.087 50,305 £2,549,143 4
Bad Health 518 1.087 563 £3,086 £1,737,977
Disability 1,650 1.087 1,794 £510 £914,267
KS2 Low Attainment 651 1.087 708 £1,761 £1,246,498
KS4 Low Attainment 466 1.087 507 £1,447 £732,849
Funding Floor £54,517
Hospital Tuition £366,630
Import/Export 68 £6,000 £405,000
Additional EFA Funding £682,960
Total £37,324,662
Notes 1 A move to this formula immediately would create a great deal of turbulence amongst LA's. Basing 43% on historical spend prevents this.
2 Based upon the numbers of pupils in special schools
3 The population of 2 to 18 year olds. HNB covers up to 25 year olds but this population data is not available.
4 A summary of all IDACI data across all the bands
52 The pie charts below show LBWF allocation compared to the national distribution. LBWF allocations are in line with the LA averages.
53 Meeting / Date SCHOOLS FORUM Agenda Item 6 13 February 2019 Report Title Local Funding Formula 2019-20: Indicative Budget Shares Decision/Discussion/ For Information Information Report Author/ Duncan James-Pike, Strategic Finance Advisor Contact details 020 8496 3502 [email protected]
Appendices Appendix 1: Local Funding Formula Appendix 2: LFF Factor Rates Appendix 3: Pupil Characteristics Appendix 4: Primary LFF Appendix 5: Secondary LFF Appendix 6: MFG as % of pre-MFG budget Appendix 7: Showing Reduction in Increases to fund 0% MFG Appendix A1: Overall changes in school funding Appendix A2: Basic Entitlement, AEN and Lump Sum Changes (i.e. excluding rates, PFI and split- sites) Appendix B: AWPU analysis – Changes in school rolls Appendix C: Free School Meals Ever 6 funding Appendix D: IDACI changes Appendix D2: Changes arising from the IDACI Ladder Appendix E: EAL3 funding changes Appendix F: Mobility funding changes Appendix G: Business Rates (NNDR) funding changes Appendix H: Low Prior Attainment Funding changes Appendix I: Notional SEN budgets Appendix J: Split-sites Appendix K: PFI Appendix L: Growth Fund
1. SUMMARY
1.1 This report and its appendices show the indicative school budget shares for 2019-20. It details the factors used in the Local Funding Formula, the basic pupil count and pupil characteristics and how changes in these impact on individual schools budget shares compared to 2018-19. Subject to validation by the ESFA, officers expect the figures in this report to be the budget shares for 2019-20.
1
54
2. RECOMMENDATIONS
2.1 Schools Forum to note:
2.1.1 The overall resources available of £200.989 million, a net decrease of £0.102 million (0.1%) from 2018-19, comprising an increase of £0.878 million (0.4%) on school allocations and a decrease of £1.008 million (31%) for the Growth Fund.
2.1.2 The contents of this report.
3. REASON
3.1 The LA is required to consult with the Schools Forum regarding any changes to the local funding formula including the method, principles and rules adopted. This report explains the indicative allocation of funding for 2019-20 informed by that consultation.
4. BACKGROUND
4.1 Mandate from Schools Forum
4.1.1 In November and December 2018 Schools Forum agreed that when the Local Authority sets the 2019-20 School Budgets, the LA should aim to:
• Move £1 million from FSM6 to Low Prior Attainment in each phase
• Ensure that that no school contributes to the cost of MFG more than 1% of its pre-MFG budget
• Use any increase in funding for AWPU
• Set the MFG at 0%
• Implement new allocations for split-sites and off-site sports provision
• Set aside from the Growth Fund a maximum of £110,000 to support good schools with falling rolls.
4.2 Overview of Local Funding Formula and Changes from 2018-19
2
55 4.2.1 Appendices 1 to 5 show the LFF by phase, Appendices A1 and A2 show the overall funding impact by school and Appendices B to K show the funding impact of each funding factor.
4.3 AWPU and Number on Roll (NOR)
4.3.1 Primary AWPU has increased by £28.00 (0.8%) to £3,573. The Primary NOR has reduced by 315 to 24,468.
4.3.2 Secondary AWPU has increased by £38.00 (0.8%) to £4,863. The Secondary NOR has increased by 212 to 13,661.
4.3.3 Funding allocated by AWPU overall has increased by £1.110 million to £153.859 million.
4.3.4 Changes to pupil count and funding for AWPU are shown in Appendix B.
4.4 Free School Meals Ever 6
4.4.1 The pupil count for Primary FSM Ever 6 has reduced by 576 to 6,298.
4.4.2 The pupil count for Secondary FSM Ever 6 has reduced by 184 to 5,224.
4.4.3 Funding for FSM Ever 6 overall has reduced by £1.998 million to £11.191 million as a consequence of moving £1 million from each phase into low prior attainment.
4.4.4 Changes to pupil count and funding for FSM Ever 6 are shown in Appendix C.
4.5 IDACI
4.5.1 IDACI rates are unchanged from 2019-20, but there are changes in funding from changes in pupil characteristics.
4.5.2 Primary IDACI pupil units have reduced by 328. The largest reduction is in Band F, which is 105 pupil units lower than in 2018-19. Primary IDACI funding has reduced by £53,743 to £2.899 million.
4.5.3 Secondary IDACI pupil units have increased by a net 136. The largest increase is in Band F, which is 73 pupil units higher than in 2018-19. Secondary IDACI funding has increased by £31,747 to £3.354 million.
4.5.4 The combined changes from pupil count and the new resource ladder for IDACI are shown in Appendix D. The one-off changes from introducing the new resource ladder are shown in Appendix D2.
4.6 EAL3
3
56 4.6.1 The pupil count for Primary EAL3 has reduced by 489 to 6,799.
4.6.2 The pupil count for Secondary EAL3 has reduced by 89 to 764
4.6.3 Funding for EAL3 overall has reduced by £0.462 million to £6.051 million
4.6.4 Changes to pupil count and funding for EAL3 are shown in Appendix E.
4.7 Mobility
4.7.1 The pupil count for Primary Mobility is unchanged at 305.
4.7.2 The pupil count for Secondary Mobility has increased by 7 to 35.
4.7.3 Funding for Mobility overall has increased by £7,695 to £0.341 million.
4.7.4 Changes to pupil count and funding for Mobility are shown in Appendix F.
4.8 Low Prior Attainment
4.8.1 Low Prior Attainment pupil units in primary are not comparable with 2018-19 as numbers were weighted to reflect pupils that had been assessed under different frameworks. The EYFSP changed in 2013, so there is no longer a need to apply weightings as all primary year groups represent results under the new framework. 2019-20 pupil units are a new baseline.
4.8.2 Low Prior Attainment pupil units in secondary have reduced by 121 to 2,784.
4.8.3 Funding for Low Prior Attainment overall has increased by £1.999 million to £6.439 million as a consequence of moving £1 million in each phase from FSM6.
4.8.4 Changes to pupil count and funding for Low Prior Attainment are shown in Appendix H.
4.9 Notional SEN
4.9.1 The total Notional SEN budget has increased by £0.921 million to £19.534 million due mainly to the movement of funding from FSM6 (50% Notional SEN) to low prior attainment (100% Notional SEN). The changes in Notional SEN budgets are shown in Appendix I.
4.10 Lump Sum
4.10.1 The Lump Sum factor is unchanged at £100,000 per primary (£5.1 million in total) and £125,000 per secondary (£2.125 million in total).
4.11 Split Sites
4
57 4.11.1 The funding for Split Sites has reduced by £500 to £744,500 as per the new allocation criteria and is shown in Appendix J.
4.12 Rates
4.12.1 The funding for Rates has reduced by £0.212 million to £3.22 million. his does not impact on the funds available to individual schools as the allocation for Rates will be adjusted to match the actual expenditure on Rates.
4.12.11 Changes to funding for Rates are shown in Appendix G
4.13 PFI
4.13.1 The funding for PFI has increased by £99,000 to £3.047 million. This was the 3.36% increase in RPIX added by the ESFA and has been pass-ported through to PFI schools. This does not impact on the funds available to individual schools as the allocation for PFI is effectively “de-delegated”.
4.13.2 Changes in PFI funding are shown in Appendix K.
4.14 Distributed through AWPU and Pupil-Led Factors
4.14.1 The percentage of the budget distributed through AWPU has risen by 0.36% to 77.55%.
4.14.2 The percentage of the budget distributed through pupil-led factors has increased by 0.08% to 92.82%, well above the required proportion of 80%.
4.15 Primary secondary ratio
4.15.1 The Primary : Secondary ratio has narrowed by a further 0.02 to 1.35 in 2019- 20 from 1.36 in 2018-19 and 1.38 in 2017-18.
4.16 MFG
4.16.1 The Minimum Funding Guarantee (MFG) has been set at 0% for 2019-20, the same as in 2018-19.
4.16.2 The cap on gains has been set at 0% in 2019-20, the same as in 2019-20. This means that all gainers contribute to supporting the MFG in 2019-20.
4.16.3 The gains scale has been set at 17.4% for 2019-20 compared to 41.74% in 2017-18. This means that gainers keep 82.6% of their gains.
4.16.4 Schools Forum agreed that the LA should aim that no school contributes more than 1% of its pre-MFG budget. This has been achieved at a cost of £289,665. 5
58 4.16.5 The budget addition or clawback as a percentage of the pre-MFG budget is shown in Appendix 6. The actual MFG percentage contribution or benefit and the net position are shown in Appendix 7.
4.17 Growth Fund
4.17.1 The indicative Growth Fund allocations for 2019-20 are shown at Appendix L.
5. CONSULTATION
5.1 The LA has calculated the Local Funding Formula in consultation with maintained schools and academies. Schools Forum is being asked to note the indicative allocation of funding for 2019-20 informed by that consultation.
6
59 APPENIDX 1: LFF LOCAL FUNDING FORMULA 2019-20 LOCAL FUNDING FORMULA 2018-19 CHANGE FROM 2018-19
Total Total Primary Units Allocation Secondary Units Allocation Allocation % Primary Units Allocation Secondary Units Allocation Allocation % Primary Units Allocation Secondary Units Subtotal Total %
AWPU £3,573 24,468.50 £87,425,951 £4,863 13,661.00 £66,433,443 £153,859,394 77.55% £3,545 24,783.50 £87,857,508 £4,825 13,449.00 £64,891,425 £152,748,933 77.19% £28.00 -315 -£431,557 £38.00 212 £1,542,018 £1,110,461 0.36%
FSM6 £702 6,298.16 £4,418,541 £1,296 5,224.37 £6,772,346 £11,190,887 £788 6,874.27 £5,416,928 £1,437 5,408.72 £7,772,327 £13,189,255 -£86.44 -576 -£998,388 -£140.70 -184 -£999,981 -£1,998,368 IDACI Band F £103 5,891.69 £606,845 £201 3,045.93 £612,231 £1,219,076 £103 5,996.21 £617,604 £201 2,973.22 £597,649 £1,215,254 £0.00 -105 -£10,760 -£0.01 73 £14,582 £3,822 IDACI Band E £124 4,281.94 £530,961 £270 2,405.83 £649,573 £1,180,534 £124 4,344.64 £536,993 £270 2,357.81 £637,374 £1,174,367 £0.40 -63 -£6,032 -£0.32 48 £12,199 £6,167 IDACI Band D £185 4,670.36 £864,016 £357 2,663.88 £951,005 £1,815,021 £185 4,720.15 £875,109 £357 2,603.77 £929,459 £1,804,569 -£0.40 -50 -£11,093 £0.03 60 £21,546 £10,453 IDACI Band C £201 1,875.11 £376,897 £388 1,214.40 £471,189 £848,086 £201 1,917.84 £385,196 £388 1,234.37 £479,130 £864,326 £0.15 -43 -£8,299 -£0.16 -20 -£7,941 -£16,240 IDACI Band B £216 1,806.68 £390,242 £416 1,198.40 £498,533 £888,775 £216 1,847.68 £399,650 £416 1,236.54 £514,259 £913,909 -£0.30 -41 -£9,408 £0.12 -38 -£15,726 -£25,134 IDACI Band A £296 439.31 £130,035 £561 363.10 £203,700 £333,735 £296 466.65 £138,186 £561 350.19 £196,612 £334,799 -£0.12 -27 -£8,151 -£0.44 13 £7,088 -£1,064 Deprivation Subtotal £17,476,114 8.81% £19,496,478 9.85% -£2,020,364 -1.04%
EAL3 £800 6,799.61 £5,439,685 £800 764.24 £611,392 £6,051,077 3.05% £800 7,288.48 £5,830,782 £800 852.85 £682,280 £6,513,062 3.29% £0.00 -489 -£391,097 £0.00 -89 -£70,889 -£461,986 -0.24% Mobility £1,000 305.30 £305,300 £1,000 35.20 £35,200 £340,500 0.17% £1,000 305.11 £305,105 £1,000 27.70 £27,700 £332,805 0.17% £0.00 0 £195 £0.00 7 £7,500 £7,695 0.00%
Low Attainment £490 7,542.85 £3,697,205 £985 2,783.68 £2,742,790 £6,439,994 3.25% £600 4,495.69 £2,697,415 £600 2,904.65 £1,742,790 £4,440,205 2.24% -£109.84 3,047 £999,790 £385.31 -121 £1,000,000 £1,999,789 1.00%
Lump Sum £100,000 51.00 £5,100,000 £125,000 17.00 £2,125,000 £7,225,000 3.64% £100,000 51.00 £5,100,000 £125,000 17.00 £2,125,000 £7,225,000 3.65% £0 0 £0 £0.00 0 £0 £0 -0.01%
Split Sites £744,500 0.38% £745,000 0.38% -£500 0.00% Rates £3,220,696 1.62% £3,432,509 1.73% -£211,813 -0.11% PFI Funding £3,046,532 1.54% £2,947,596 1.49% £98,937 0.05%
TOTAL £198,403,808 100.00% £197,881,588 100.00% £522,220 0.00%
% Distributed through AWPU 77.55% 77.19% 0.36% % Distributed through Pupil Led 92.82% 92.75% 0.08% Primary: Secondary Ratio 1 to 1.35 1 to 1.36 -0.02
MFG 0.00% 0.00% 0.00% Capping 0.00% 0.00% 0.00% Scaling 17.40% 41.41% -24.01% MFG Benefits £577,819 £660,983 -£83,163 MFG Contributions -£288,154 -£660,983 £372,828 Falling Rolls Fund £110,000 £0 GROWTH FUND £2,175,616 £3,200,000 -£1,024,384
TOTAL ALLOCATED £200,979,089 £201,081,588 -£102,499
60 LOCAL FUNDING FORMULA LOCAL FUNDING FORMULA APPENDIX 2: FACTORS 2019-20 2018-19 CHANGE FROM 2018-19 £ CHANGE FROM 2018-19 %
Primary Secondary Primary Secondary Primary Secondary Primary Secondary
AWPU £3,573 £4,863 £3,545 £4,825 £28.00 £38.00 0.79% 0.79%
FSM6 £702 £1,296 £788 £1,437 -£86.44 -£140.70 -10.97% -9.79% IDACI Band F £103 £201 £103 £201 £0.00 -£0.01 0.00% -0.01% IDACI Band E £124 £270 £124 £270 £0.40 -£0.32 0.32% -0.12% IDACI Band D £185 £357 £185 £357 -£0.40 £0.03 -0.21% 0.01% IDACI Band C £201 £388 £201 £388 £0.15 -£0.16 0.08% -0.04% IDACI Band B £216 £416 £216 £416 -£0.30 £0.12 -0.14% 0.03% IDACI Band A £296 £561 £296 £561 -£0.12 -£0.44 -0.04% -0.08% Deprivation Subtotal
EAL3 £800 £800 £800 £800 £0.00 £0.00 0.00% 0.00% Mobility £1,000 £1,000 £1,000 £1,000 £0.00 £0.00 0.00% 0.00%
Low Attainment £490 £985 £600 £600 -£109.84 £385.31 -18.31% 64.22%
Lump Sum £100,000 £125,000 £100,000 £125,000 £0 £0.00 0.00% 0.00%
61 APPENIDX 3: CHARACTERISTICS LOCAL FUNDING FORMULA 2019-20 LOCAL FUNDING FORMULA 2018-19 CHANGE FROM 2018-19 UNITS CHANGE FROM 2018-19 UNITS %
Primary Secondary Primary Secondary Primary Secondary Primary Secondary
AWPU 24,468.50 13,661.00 24,783.50 13,449.00 -315 212 -1.27% 1.58%
FSM6 6,298.16 5,224.37 6,874.27 5,408.72 -576 -184 -8.38% -3.41% IDACI Band F 5,891.69 3,045.93 5,996.21 2,973.22 -105 73 -1.74% 2.45% IDACI Band E 4,281.94 2,405.83 4,344.64 2,357.81 -63 48 -1.44% 2.04% IDACI Band D 4,670.36 2,663.88 4,720.15 2,603.77 -50 60 -1.05% 2.31% IDACI Band C 1,875.11 1,214.40 1,917.84 1,234.37 -43 -20 -2.23% -1.62% IDACI Band B 1,806.68 1,198.40 1,847.68 1,236.54 -41 -38 -2.22% -3.09% IDACI Band A 439.31 363.10 466.65 350.19 -27 13 -5.86% 3.69% Deprivation Subtotal
EAL3 6,799.61 764.24 7,288.48 852.85 -489 -89 -6.71% -10.39% Mobility 305.30 35.20 305.11 27.70 0 7 0.06% 27.08%
Low Attainment 7,542.85 2,783.68 4,495.69 2,904.65 3,047 -121 67.78% -4.16%
Lump Sum 51.00 17.00 51.00 17.00 0 0 0.00% 0.00%
62 APPENDIX 4: PRIMARY LOCAL FUNDING FORMULA 2019-20 LOCAL FUNDING FORMULA 2018-19 CHANGE FROM 2018-19
Primary Units Allocation Primary Units Allocation Primary Units Allocation
AWPU £3,573 24,468.50 £87,425,951 £3,545 24,783.50 £87,857,508 £28.00 -315 -£431,557 -0.49%
FSM6 £702 6,298.16 £4,418,541 £788 6,874.27 £5,416,928 -£86.44 -576 -£998,388 -18.43% IDACI Band F £103 5,891.69 £606,845 £103 5,996.21 £617,604 £0.00 -105 -£10,760 -1.74% IDACI Band E £124 4,281.94 £530,961 £124 4,344.64 £536,993 £0.40 -63 -£6,032 -1.12% IDACI Band D £185 4,670.36 £864,016 £185 4,720.15 £875,109 -£0.40 -50 -£11,093 -1.27% IDACI Band C £201 1,875.11 £376,897 £201 1,917.84 £385,196 £0.15 -43 -£8,299 -2.15% IDACI Band B £216 1,806.68 £390,242 £216 1,847.68 £399,650 -£0.30 -41 -£9,408 -2.35% IDACI Band A £296 439.31 £130,035 £296 466.65 £138,186 -£0.12 -27 -£8,151 -5.90% Deprivation Subtotal
EAL3 £800 6,799.61 £5,439,685 £800 7,288.48 £5,830,782 £0.00 -489 -£391,097 -6.71% Mobility £1,000 305.30 £305,300 £1,000 305.11 £305,105 £0.00 0 £195 0.06%
Low Attainment £490 7,542.85 £3,697,205 £600 4,495.69 £2,697,415 -£109.84 3,047 £999,790 37.06%
Lump Sum £100,000 51.00 £5,100,000 £100,000 51.00 £5,100,000 £0 0 £0 0.00%
Total £109,285,677 £110,160,477 -£874,800 -0.79%
IDACI Subtotal £2,898,996 £2,952,739 -£53,743 -1.82%
63 APPENDIX 5: SECONDARY LOCAL FUNDING FORMULA 2019-20 LOCAL FUNDING FORMULA 2018-19 CHANGE FROM 2018-19
Secondary Units Allocation Secondary Units Allocation Secondary Units Allocation
AWPU £4,863 13,661.00 £66,433,443 £4,825 13,449.00 £64,891,425 £38.00 212 £1,542,018 2.38%
FSM6 £1,296 5,224.37 £6,772,346 £1,437 5,408.72 £7,772,327 -£140.70 -184 -£999,981 -12.87% IDACI Band F £201 3,045.93 £612,231 £201 2,973.22 £597,649 -£0.01 73 £14,582 2.44% IDACI Band E £270 2,405.83 £649,573 £270 2,357.81 £637,374 -£0.32 48 £12,199 1.91% IDACI Band D £357 2,663.88 £951,005 £357 2,603.77 £929,459 £0.03 60 £21,546 2.32% IDACI Band C £388 1,214.40 £471,189 £388 1,234.37 £479,130 -£0.16 -20 -£7,941 -1.66% IDACI Band B £416 1,198.40 £498,533 £416 1,236.54 £514,259 £0.12 -38 -£15,726 -3.06% IDACI Band A £561 363.10 £203,700 £561 350.19 £196,612 -£0.44 13 £7,088 3.60% Deprivation Subtotal
EAL3 £800 764.24 £611,392 £800 852.85 £682,280 £0.00 -89 -£70,889 -10.39% Mobility £1,000 35.20 £35,200 £1,000 27.70 £27,700 £0.00 7 £7,500 27.08%
Low Attainment £985 2,783.68 £2,742,790 £600 2,904.65 £1,742,790 £385.31 -121 £1,000,000 57.38%
Lump Sum £125,000 17.00 £2,125,000 £125,000 17.00 £2,125,000 £0.00 0 £0 0.00%
Total £82,106,402 £80,596,006 £1,510,395 1.87%
IDACI Subtotal £3,386,231 £3,354,484 £31,747 0.95%
64 Appendix 6 MFG AS % OF PRE MFG BUDGET
19-20 19-20 Change
18-19 MFG Pre MFG MFG as % of Pre School Name Adjustment Budget MFG Budget
Total £289,665 £198,403,808
ALL THROUGH Buxton School -£9,871 £7,535,550 -0.14% George Mitchell School £9,968 £4,880,985 0.21% PRIMARY Ainslie Wood Primary School -£3,508 £1,861,537 -0.21% Barclay Primary School -£9,789 £4,998,651 -0.20% Barn Croft Primary School -£1,747 £997,052 -0.20% Chapel End Infant School and Early Years Centre -£5,456 £1,207,324 -0.54% Chapel End Junior Academy -£8,628 £1,571,532 -0.61% Chase Lane Primary School -£16,091 £3,195,902 -0.56% Chingford CofE Primary School -£13,650 £1,756,645 -0.87% Chingford Hall Primary School -£2,175 £1,576,921 -0.15% Coppermill Primary School -£954 £1,180,269 -0.09% Davies Lane Primary School £29,200 £3,473,887 0.86% Dawlish Primary School -£5,049 £943,302 -0.64% Downsell Primary School -£6,701 £2,845,688 -0.25% Edinburgh Primary School £944 £2,444,646 0.04% Emmanuel Community School -£2,403 £935,261 -0.29% George Tomlinson Primary School -£5,276 £2,106,998 -0.27% Greenleaf Primary School -£6,852 £1,852,449 -0.41% Gwyn Jones Primary School -£2,296 £1,740,309 -0.14% Handsworth Primary School -£9,238 £1,765,038 -0.58% Henry Maynard Primary School -£6,000 £3,540,401 -0.18% Hillyfield Primary Academy £60,447 £5,640,162 1.08% Larkswood Primary School -£8,740 £2,916,704 -0.32% Longshaw Primary School -£2,595 £1,453,609 -0.19% Mayville Primary School -£83 £1,669,432 -0.01% Mission Grove Primary School £42,727 £3,300,681 1.34% Newport School -£1,961 £3,463,954 -0.06% Oakhill Primary School -£5,454 £1,023,051 -0.62% Our Lady and St George's Catholic Primary School -£9,499 £1,821,983 -0.57% Parkside Primary School £4,608 £2,454,400 0.20% Riverley Primary School £7,740 £2,046,746 0.40% Roger Ascham Primary School -£4,655 £2,008,640 -0.25% Selwyn Primary School £31,914 £2,511,273 1.31% South Grove Primary School -£960 £2,166,106 -0.05% St Joseph's Catholic Infant School -£6,093 £747,386 -1.00% St Joseph's Catholic Junior School -£3,345 £974,802 -0.39% St Mary's Catholic Primary School -£6,070 £955,961 -0.74% St Mary's CofE Primary School -£867 £2,433,428 -0.04% St Patrick's Catholic Primary School -£3,022 £1,848,873 -0.18% St Saviour's Church of England Primary School £11,612 £1,512,855 0.82% Stoneydown Park School -£6,938 £2,299,828 -0.33% Sybourn Primary School -£368 £2,445,893 -0.02% The Jenny Hammond Primary School -£4,306 £1,450,452 -0.34% The Winns Primary School -£3,327 £3,318,346 -0.11% The Woodside Primary Academy £43,223 £4,610,299 0.95% Thomas Gamuel Primary School -£5,904 £1,672,969 -0.39% Thorpe Hall Primary School -£4,080 £1,988,473 -0.23% Walthamstow Primary Academy £0 £591,880 0.00% Whitehall Primary School -£679 £1,920,952 -0.04% Whittingham Primary Academy £23,529 £1,808,339 1.37% Willow Brook Primary School Academy -£8,386 £2,404,409 -0.37% Woodford Green Primary School £10,556 £891,938 1.35% Yardley Primary School -£5,800 £1,884,749 -0.33% SECONDARY Chingford Foundation School -£16,420 £7,241,457 -0.24% Connaught School for Girls -£6,629 £3,736,910 -0.19% Eden Girls' School Waltham Forest £17,032 £3,370,655 0.53% Frederick Bremer School £79,676 £5,947,229 1.41% Heathcote School & Science College -£14,261 £6,138,932 -0.25% Highams Park School -£19,998 £6,759,705 -0.31% Holy Family Catholic School -£8,438 £5,799,260 -0.15% Kelmscott School £390 £5,305,887 0.01% Lammas School and Sixth Form -£5,818 £4,882,259 -0.12% Leytonstone School £5,907 £5,057,616 0.12% Norlington School and 6th Form £149,736 £3,686,856 4.05% Rushcroft Foundation School -£3,366 £3,349,530 -0.11% Walthamstow Academy £38,613 £5,491,971 0.72% Walthamstow School for Girls £9,997 £5,461,322 0.20% Willowfield Humanities College -£4,411 £5,525,299 -0.09%
65 Appendix 7 SHOWING REDUCTION IN INCREASES TO FUND 0% MFG
19-20 19-20
MFG Value School Name MFG % change Net adjustment
ALL THROUGH Buxton School 0.78% -0.14% 0.64% George Mitchell School -0.21% 0.21% 0.00% PRIMARY Ainslie Wood Primary School 1.20% -0.21% 0.99% Barclay Primary School 1.17% -0.20% 0.97% Barn Croft Primary School 1.17% -0.20% 0.97% Chapel End Infant School and Early Years Centre 3.10% -0.54% 2.56% Chapel End Junior Academy 3.51% -0.61% 2.90% Chase Lane Primary School 3.20% -0.56% 2.64% Chingford CofE Primary School 4.99% -0.87% 4.12% Chingford Hall Primary School 0.86% -0.15% 0.71% Coppermill Primary School 0.53% -0.09% 0.43% Davies Lane Primary School -0.86% 0.86% 0.00% Dawlish Primary School 3.66% -0.64% 3.02% Downsell Primary School 1.46% -0.25% 1.21% Edinburgh Primary School -0.04% 0.04% 0.00% Emmanuel Community School 1.69% -0.29% 1.40% George Tomlinson Primary School 1.58% -0.27% 1.30% Greenleaf Primary School 2.33% -0.41% 1.93% Gwyn Jones Primary School 0.82% -0.14% 0.68% Handsworth Primary School 3.34% -0.58% 2.76% Henry Maynard Primary School 1.04% -0.18% 0.86% Hillyfield Primary Academy -1.08% 1.08% 0.00% Larkswood Primary School 1.83% -0.32% 1.51% Longshaw Primary School 1.12% -0.19% 0.93% Mayville Primary School 0.03% -0.01% 0.03% Mission Grove Primary School -1.34% 1.34% 0.00% Newport School 0.34% -0.06% 0.28% Oakhill Primary School 3.59% -0.62% 2.97% Our Lady and St George's Catholic Primary School 3.29% -0.57% 2.72% Parkside Primary School -0.20% 0.20% 0.00% Riverley Primary School -0.40% 0.40% 0.00% Roger Ascham Primary School 1.43% -0.25% 1.18% Selwyn Primary School -1.31% 1.31% 0.00% South Grove Primary School 0.28% -0.05% 0.23% St Joseph's Catholic Infant School 5.76% -1.00% 4.76% St Joseph's Catholic Junior School 2.26% -0.39% 1.87% St Mary's Catholic Primary School 4.27% -0.74% 3.52% St Mary's CofE Primary School 0.21% -0.04% 0.18% St Patrick's Catholic Primary School 1.01% -0.18% 0.83% St Saviour's Church of England Primary School -0.82% 0.82% 0.00% Stoneydown Park School 1.89% -0.33% 1.56% Sybourn Primary School 0.09% -0.02% 0.07% The Jenny Hammond Primary School 1.93% -0.34% 1.59% The Winns Primary School 0.61% -0.11% 0.50% The Woodside Primary Academy -0.95% 0.95% 0.00% Thomas Gamuel Primary School 2.22% -0.39% 1.83% Thorpe Hall Primary School 1.30% -0.23% 1.07% Walthamstow Primary Academy 1.81% 0.00% 1.81% Whitehall Primary School 0.22% -0.04% 0.18% Whittingham Primary Academy -1.37% 1.37% 0.00% Willow Brook Primary School Academy 2.15% -0.37% 1.77% Woodford Green Primary School -1.35% 1.35% 0.00% Yardley Primary School 1.91% -0.33% 1.58% SECONDARY Chingford Foundation School 1.35% -0.24% 1.12% Connaught School for Girls 1.07% -0.19% 0.88% Eden Girls' School Waltham Forest -0.53% 0.53% 0.00% Frederick Bremer School -1.41% 1.41% 0.00% Heathcote School & Science College 1.44% -0.25% 1.19% Highams Park School 1.78% -0.31% 1.47% Holy Family Catholic School 0.86% -0.15% 0.71% Kelmscott School -0.01% 0.01% 0.00% Lammas School and Sixth Form 0.71% -0.12% 0.59% Leytonstone School -0.12% 0.12% 0.00% Norlington School and 6th Form -4.05% 4.05% 0.00% Rushcroft Foundation School 0.61% -0.11% 0.50% Walthamstow Academy -0.72% 0.72% 0.00% Walthamstow School for Girls -0.20% 0.20% 0.00% Willowfield Humanities College 0.50% -0.09% 0.41%
66 Appendix A1 Overall changes in school funding 19-20 18-19 YoY Funding 19-20 18-19 Change 19-20 18-19 Change £ Change % Change in Pupil Overall Schools Overall Schools Variance (Less) / Number on Number on Funding Per Funding Per £ Change (Less) / % Change in per LAESTAB School Name Numbers (Less) / Budget Budget More Roll Roll Pupil Pupil More pupil funding More Total £198,296,864 £197,367,727 £929,137 38,130 38,233 -103 £5,201 £5,162 £5,196 99.90% New ISB 18-19 FINAL ALL THROUGH 3204000 Buxton School £7,498,145 £7,517,486 -19,341 1,392 1,410 -18 £5,387 £5,332 55 1.02% 3204062 George Mitchell School £4,890,953 £5,027,971 -137,018 866 874 -8 £5,648 £5,753 -105 -1.86% PRIMARY 3202082 Ainslie Wood Primary School £1,849,999 £1,845,151 4,847 406 409 -3 £4,557 £4,511 45 0.99% 3203308 Barclay Primary School £4,988,863 £4,937,883 50,980 1,106 1,105 1 £4,511 £4,469 42 0.93% 3202083 Barn Croft Primary School £991,369 £948,584 42,785 199 191 8 £4,982 £4,966 15 0.31% 3202028 Chapel End Infant School and Early Years Centre £1,197,339 £1,300,820 -103,481 229 256 -27 £5,229 £5,081 147 2.82% 3202034 Chapel End Junior Academy £1,562,904 £1,692,701 -129,796 339 380 -41 £4,610 £4,454 156 3.38% 3202001 Chase Lane Primary School £3,167,468 £3,136,692 30,775 624 634 -10 £5,076 £4,947 129 2.53% 3203001 Chingford CofE Primary School £1,735,024 £1,667,825 67,199 403 403 0 £4,305 £4,139 167 3.87% 3202055 Chingford Hall Primary School £1,574,746 £1,443,581 131,165 328 301 27 £4,801 £4,796 5 0.11% 3202075 Coppermill Primary School £1,174,390 £1,198,887 -24,497 249 257 -8 £4,716 £4,665 51 1.09% 3202015 Davies Lane Primary School £3,503,088 £3,394,742 108,346 816 791 25 £4,293 £4,292 1 0.03% 3202067 Dawlish Primary School £934,534 £898,377 36,157 188 186 2 £4,971 £4,830 141 2.84% 3202017 Downsell Primary School £2,828,602 £2,866,543 -37,940 525 541 -16 £5,388 £5,299 89 1.66% 3202030 Edinburgh Primary School £2,435,344 £2,657,175 -221,831 518 570 -52 £4,701 £4,662 40 0.84% 3202019 Emmanuel Community School £932,858 £842,276 90,582 190 172 18 £4,910 £4,904 6 0.12% 3202072 George Tomlinson Primary School £2,092,683 £2,221,743 -129,060 457 495 -38 £4,579 £4,488 91 1.98% 3202031 Greenleaf Primary School £1,837,448 £1,933,710 -96,263 412 445 -33 £4,460 £4,345 114 2.57% 3202069 Gwyn Jones Primary School £1,730,161 £1,694,223 35,938 397 392 5 £4,358 £4,322 36 0.83% 3202045 Handsworth Primary School £1,747,611 £1,710,379 37,233 414 417 -3 £4,221 £4,102 120 2.83% 3202064 Henry Maynard Primary School £3,518,240 £3,519,558 -1,318 817 827 -10 £4,306 £4,256 50 1.17% 3202018 Hillyfield Primary Academy £5,700,610 £5,405,062 295,547 1,234 1,151 83 £4,620 £4,696 -76 -1.65% 3202005 Larkswood Primary School £2,907,963 £3,073,824 -165,860 610 656 -46 £4,767 £4,686 81 1.71% 3202039 Longshaw Primary School £1,451,014 £1,613,250 -162,235 317 359 -42 £4,577 £4,494 84 1.83% 3202084 Mayville Primary School £1,669,348 £1,804,582 -135,233 355 381 -26 £4,702 £4,736 -34 -0.72% 3202074 Mission Grove Primary School £3,328,731 £3,327,140 1,590 742 743 -1 £4,486 £4,478 8 0.18% 3202023 Newport School £3,446,328 £3,542,125 -95,798 792 812 -20 £4,351 £4,362 -11 -0.25% 3202062 Oakhill Primary School £1,013,127 £988,600 24,527 226 227 -1 £4,483 £4,355 128 2.85% 3203311 Our Lady and St George's Catholic Primary School £1,804,552 £1,724,335 80,218 401 393 8 £4,500 £4,388 113 2.50% 3202078 Parkside Primary School £2,448,485 £2,327,666 120,819 532 506 26 £4,602 £4,600 2 0.05% 3202035 Riverley Primary School £2,054,486 £1,909,990 144,496 403 373 30 £5,098 £5,121 -23 -0.44% 3202040 Roger Ascham Primary School £2,003,985 £2,104,191 -100,206 428 456 -28 £4,682 £4,614 68 1.45% 3203310 Selwyn Primary School £2,543,187 £2,512,270 30,917 571 564 7 £4,454 £4,454 0 -0.01% 3202066 South Grove Primary School £2,157,075 £2,238,749 -81,673 408 426 -18 £5,287 £5,255 32 0.60% 3203305 St Joseph's Catholic Infant School £738,523 £834,173 -95,650 140 169 -29 £5,275 £4,936 339 6.43% 3203301 St Joseph's Catholic Junior School £967,362 £987,138 -19,775 207 216 -9 £4,673 £4,570 103 2.21% 3203300 St Mary's Catholic Primary School £945,618 £919,204 26,415 216 217 -1 £4,378 £4,236 142 3.24% 3203307 St Mary's CofE Primary School £2,432,561 £2,503,030 -70,469 588 607 -19 £4,137 £4,124 13 0.32% 3205200 St Patrick's Catholic Primary School £1,837,761 £1,830,036 7,725 409 411 -2 £4,493 £4,453 41 0.90% 3203304 St Saviour's Church of England Primary School £1,524,467 £1,556,907 -32,440 335 343 -8 £4,551 £4,539 12 0.25% 3202076 Stoneydown Park School £2,283,099 £2,191,831 91,268 495 482 13 £4,612 £4,547 65 1.41% 3202036 Sybourn Primary School £2,445,526 £2,587,604 -142,078 530 557 -27 £4,614 £4,646 -31 -0.68% 3202079 The Jenny Hammond Primary School £1,439,975 £1,408,431 31,544 312 316 -4 £4,615 £4,457 158 3.43% 3202050 The Winns Primary School £3,300,619 £3,523,778 -223,159 728 785 -57 £4,534 £4,489 45 0.99% 3202033 The Woodside Primary Academy £4,653,523 £4,387,478 266,045 990 932 58 £4,701 £4,708 -7 -0.15% 3202037 Thomas Gamuel Primary School £1,667,065 £1,753,085 -86,020 348 374 -26 £4,790 £4,687 103 2.15% 3202049 Thorpe Hall Primary School £1,975,907 £2,035,405 -59,499 429 449 -20 £4,606 £4,533 73 1.58% 3202038 Walthamstow Primary Academy £591,880 £498,615 93,265 109 91 18 £5,455 £5,494 -39 -0.72% 3202006 Whitehall Primary School £1,911,926 £1,922,053 -10,127 422 426 -4 £4,531 £4,512 19 0.41% 3202081 Whittingham Primary Academy £1,831,868 £1,827,186 4,682 395 394 1 £4,638 £4,638 0 0.00% 3202029 Willow Brook Primary School Academy £2,396,023 £2,228,002 168,020 508 479 29 £4,717 £4,651 65 1.38% 3202061 Woodford Green Primary School £898,637 £838,651 59,986 195 181 14 £4,608 £4,633 -25 -0.54% 3202007 Yardley Primary School £1,878,949 £1,859,019 19,930 444 446 -2 £4,232 £4,168 64 1.50%
67 Appendix A1 Overall changes in school funding 19-20 18-19 YoY Funding 19-20 18-19 Change 19-20 18-19 Change £ Change % Change in Pupil Overall Schools Overall Schools Variance (Less) / Number on Number on Funding Per Funding Per £ Change (Less) / % Change in per LAESTAB School Name Numbers (Less) / Budget Budget More Roll Roll Pupil Pupil More pupil funding More SECONDARY 3205401 Chingford Foundation School £7,225,038 £7,085,834 139,204 1,245 1,234 11 £5,803 £5,742 61 1.05% 3204061 Connaught School for Girls £3,730,281 £3,630,841 99,441 627 615 12 £5,949 £5,904 46 0.77% 3204002 Eden Girls' School Waltham Forest £3,387,687 £2,976,344 411,344 538 469 69 £6,297 £6,346 -49 -0.78% 3204060 Frederick Bremer School £6,009,756 £6,082,135 -72,379 867 878 -11 £6,932 £6,927 4 0.06% 3204063 Heathcote School & Science College £6,106,631 £5,816,068 290,563 912 877 35 £6,696 £6,632 64 0.96% 3205400 Highams Park School £6,739,708 £6,672,820 66,887 1,187 1,192 -5 £5,678 £5,598 80 1.41% 3204603 Holy Family Catholic School £5,771,754 £5,595,472 176,282 964 934 30 £5,987 £5,991 -4 -0.06% 3204075 Kelmscott School £5,289,898 £5,483,323 -193,425 828 860 -32 £6,389 £6,376 13 0.20% 3204076 Lammas School and Sixth Form £4,876,442 £5,102,936 -226,494 664 680 -16 £7,344 £7,504 -160 -2.18% 3204069 Leytonstone School £5,047,105 £4,992,627 54,478 830 814 16 £6,081 £6,133 -53 -0.86% 3204064 Norlington School and 6th Form £3,836,591 £3,671,171 165,420 599 572 27 £6,405 £6,418 -13 -0.21% 3204001 Rushcroft Foundation School £3,346,164 £3,347,730 -1,566 526 529 -3 £6,362 £6,328 33 0.52% 3206905 Walthamstow Academy £5,530,583 £5,573,852 -43,269 883 890 -7 £6,263 £6,263 1 0.01% 3204072 Walthamstow School for Girls £5,453,636 £5,442,762 10,874 894 892 2 £6,100 £6,102 -1 -0.02% 3204066 Willowfield Humanities College £5,503,640 £5,174,096 329,544 872 819 53 £6,312 £6,318 -6 -0.10%
68 Appendix A2 Basic Entitlement, AEN & Lump Sum Funding Changes 19-20 18-19 YoY Funding 19-20 18-19 Change 19-20 18-19 Change £ Change % Combined Basic Combined Basic Change in Pupil Entitlement, AEN Variance (Less) / Number on Number on Funding Per Funding Per £ Change (Less) / % Change in per LAESTAB School Name Entitlement, AEN and Numbers (Less) / and Lump Sum More Roll Roll Pupil Pupil More pupil funding Lump Sum Budget More Budget Total £191,392,079 £190,756,483 £635,596 38,130 38,233 -103 £5,020 £4,989 £30 0.60%
ALL THROUGH 3204000 Buxton School £7,463,806 £7,449,976 £13,830 1,392 1,410 -18 £5,362 £5,284 £78 1.46% 3204062 George Mitchell School £4,865,575 £4,830,697 £34,878 866 874 -8 £5,618 £5,527 £91 1.63% PRIMARY 3202082 Ainslie Wood Primary School £1,803,012 £1,786,541 £16,471 406 409 -3 £4,441 £4,368 £73 1.64% 3203308 Barclay Primary School £4,927,312 £4,934,211 -£6,899 1,106 1,105 1 £4,455 £4,465 -£10 -0.23% 3202083 Barn Croft Primary School £967,965 £926,914 £41,051 199 191 8 £4,864 £4,853 £11 0.23% 3202028 Chapel End Infant School and Early Years Centre £1,126,564 £1,244,642 -£118,078 229 256 -27 £4,919 £4,862 £58 1.17% 3202034 Chapel End Junior Academy £1,561,632 £1,698,003 -£136,372 339 380 -41 £4,607 £4,468 £138 3.00% 3202001 Chase Lane Primary School £2,783,898 £2,780,272 £3,626 624 634 -10 £4,461 £4,385 £76 1.71% 3203001 Chingford CofE Primary School £1,710,398 £1,680,149 £30,250 403 403 0 £4,244 £4,169 £75 1.77% 3202055 Chingford Hall Primary School £1,568,764 £1,447,145 £121,619 328 301 27 £4,783 £4,808 -£25 -0.52% 3202075 Coppermill Primary School £1,146,121 £1,183,023 -£36,902 249 257 -8 £4,603 £4,603 -£0 -0.01% 3202015 Davies Lane Primary School £3,420,398 £3,314,965 £105,433 816 791 25 £4,192 £4,191 £1 0.02% 3202067 Dawlish Primary School £922,302 £898,699 £23,603 188 186 2 £4,906 £4,832 £74 1.51% 3202017 Downsell Primary School £2,466,577 £2,522,596 -£56,020 525 541 -16 £4,698 £4,663 £35 0.75% 3202030 Edinburgh Primary School £2,319,789 £2,535,355 -£215,566 518 570 -52 £4,478 £4,448 £30 0.68% 3202019 Emmanuel Community School £931,218 £832,494 £98,724 190 172 18 £4,901 £4,847 £54 1.10% 3202072 George Tomlinson Primary School £2,053,507 £2,196,882 -£143,375 457 495 -38 £4,493 £4,438 £55 1.23% 3202031 Greenleaf Primary School £1,826,058 £1,945,594 -£119,536 412 445 -33 £4,432 £4,372 £60 1.36% 3202069 Gwyn Jones Primary School £1,720,649 £1,693,386 £27,263 397 392 5 £4,334 £4,320 £14 0.33% 3202045 Handsworth Primary School £1,743,438 £1,729,569 £13,870 414 417 -3 £4,211 £4,148 £64 1.51% 3202064 Henry Maynard Primary School £3,420,242 £3,471,472 -£51,230 817 827 -10 £4,186 £4,198 -£11 -0.27% 3202018 Hillyfield Primary Academy £5,272,854 £4,929,746 £343,108 1,234 1,151 83 £4,273 £4,283 -£10 -0.23% 3202005 Larkswood Primary School £2,593,885 £2,776,670 -£182,786 610 656 -46 £4,252 £4,233 £20 0.46% 3202039 Longshaw Primary School £1,446,060 £1,615,701 -£169,641 317 359 -42 £4,562 £4,501 £61 1.34% 3202084 Mayville Primary School £1,654,690 £1,784,221 -£129,531 355 381 -26 £4,661 £4,683 -£22 -0.47% 3202074 Mission Grove Primary School £3,195,304 £3,192,307 £2,997 742 743 -1 £4,306 £4,297 £10 0.23% 3202023 Newport School £3,414,761 £3,480,559 -£65,798 792 812 -20 £4,312 £4,286 £25 0.58% 3202062 Oakhill Primary School £1,004,211 £987,853 £16,358 226 227 -1 £4,443 £4,352 £92 2.06% 3203311 Our Lady and St George's Catholic Primary School £1,774,801 £1,714,420 £60,381 401 393 8 £4,426 £4,362 £64 1.44% 3202078 Parkside Primary School £2,424,748 £2,304,989 £119,760 532 506 26 £4,558 £4,555 £2 0.05% 3202035 Riverley Primary School £1,832,772 £1,707,544 £125,227 403 373 30 £4,548 £4,578 -£30 -0.66% 3202040 Roger Ascham Primary School £1,999,919 £2,112,001 -£112,082 428 456 -28 £4,673 £4,632 £41 0.88% 3203310 Selwyn Primary School £2,503,170 £2,495,139 £8,031 571 564 7 £4,384 £4,424 -£40 -0.92% 3202066 South Grove Primary School £1,866,044 £1,957,925 -£91,881 408 426 -18 £4,574 £4,596 -£22 -0.49% 3203305 St Joseph's Catholic Infant School £743,171 £867,744 -£124,573 140 169 -29 £5,308 £5,135 £174 3.27% 3203301 St Joseph's Catholic Junior School £970,463 £999,589 -£29,126 207 216 -9 £4,688 £4,628 £61 1.29% 3203300 St Mary's Catholic Primary School £952,715 £938,811 £13,904 216 217 -1 £4,411 £4,326 £84 1.91% 3203307 St Mary's CofE Primary School £2,423,630 £2,493,523 -£69,893 588 607 -19 £4,122 £4,108 £14 0.34% 3205200 St Patrick's Catholic Primary School £1,840,922 £1,836,455 £4,467 409 411 -2 £4,501 £4,468 £33 0.73% 3203304 St Saviour's Church of England Primary School £1,503,108 £1,559,770 -£56,663 335 343 -8 £4,487 £4,547 -£61 -1.35% 3202076 Stoneydown Park School £2,213,658 £2,156,198 £57,460 495 482 13 £4,472 £4,473 -£1 -0.03% 3202036 Sybourn Primary School £2,437,172 £2,538,062 -£100,889 530 557 -27 £4,598 £4,557 £42 0.91% 3202079 The Jenny Hammond Primary School £1,409,155 £1,414,929 -£5,774 312 316 -4 £4,517 £4,478 £39 0.86% 3202050 The Winns Primary School £3,264,377 £3,501,553 -£237,177 728 785 -57 £4,484 £4,461 £23 0.52% 3202033 The Woodside Primary Academy £4,547,061 £4,317,305 £229,756 990 932 58 £4,593 £4,632 -£39 -0.86% 3202037 Thomas Gamuel Primary School £1,664,453 £1,757,482 -£93,029 348 374 -26 £4,783 £4,699 £84 1.75% 3202049 Thorpe Hall Primary School £1,932,116 £2,004,254 -£72,139 429 449 -20 £4,504 £4,464 £40 0.89% 3202038 Walthamstow Primary Academy £579,242 £493,729 £85,513 109 91 18 £5,339 £5,441 -£102 -1.91% 3202006 Whitehall Primary School £1,861,444 £1,876,537 -£15,093 422 426 -4 £4,411 £4,405 £6 0.14% 3202081 Whittingham Primary Academy £1,796,335 £1,809,206 -£12,871 395 394 1 £4,548 £4,592 -£44 -0.97% 3202029 Willow Brook Primary School Academy £2,393,225 £2,219,911 £173,314 508 479 29 £4,711 £4,634 £77 1.63% 3202061 Woodford Green Primary School £872,618 £815,259 £57,359 195 181 14 £4,475 £4,504 -£29 -0.65% 3202007 Yardley Primary School £1,875,771 £1,863,834 £11,937 444 446 -2 £4,225 £4,179 £46 1.08%
69 Appendix A2 Basic Entitlement, AEN & Lump Sum Funding Changes 19-20 18-19 YoY Funding 19-20 18-19 Change 19-20 18-19 Change £ Change % Combined Basic Combined Basic Change in Pupil Entitlement, AEN Variance (Less) / Number on Number on Funding Per Funding Per £ Change (Less) / % Change in per LAESTAB School Name Entitlement, AEN and Numbers (Less) / and Lump Sum More Roll Roll Pupil Pupil More pupil funding Lump Sum Budget More Budget SECONDARY 3205401 Chingford Foundation School £7,200,417 £7,066,667 £133,750 1,245 1,234 11 £5,783 £5,727 £57 0.98% 3204061 Connaught School for Girls £3,641,053 £3,560,052 £81,001 627 615 12 £5,807 £5,789 £18 0.32% 3204002 Eden Girls' School Waltham Forest £3,351,330 £2,929,890 £421,440 538 469 69 £6,229 £6,247 -£18 -0.29% 3204060 Frederick Bremer School £5,302,022 £5,445,686 -£143,664 867 878 -11 £6,115 £6,202 -£87 -1.42% 3204063 Heathcote School & Science College £5,482,609 £5,223,153 £259,456 912 877 35 £6,012 £5,956 £56 0.93% 3205400 Highams Park School £6,712,822 £6,650,345 £62,478 1,187 1,192 -5 £5,655 £5,579 £76 1.35% 3204603 Holy Family Catholic School £5,667,636 £5,448,155 £219,481 964 934 30 £5,879 £5,833 £46 0.78% 3204075 Kelmscott School £5,127,261 £5,363,904 -£236,643 828 860 -32 £6,192 £6,237 -£45 -0.72% 3204076 Lammas School and Sixth Form £4,174,288 £4,246,653 -£72,365 664 680 -16 £6,287 £6,245 £41 0.66% 3204069 Leytonstone School £4,906,817 £4,825,126 £81,690 830 814 16 £5,912 £5,928 -£16 -0.27% 3204064 Norlington School and 6th Form £3,581,869 £3,456,512 £125,357 599 572 27 £5,980 £6,043 -£63 -1.06% 3204001 Rushcroft Foundation School £3,322,597 £3,314,103 £8,494 526 529 -3 £6,317 £6,265 £52 0.82% 3206905 Walthamstow Academy £5,443,622 £5,484,892 -£41,270 883 890 -7 £6,165 £6,163 £2 0.03% 3204072 Walthamstow School for Girls £5,197,980 £5,194,246 £3,734 894 892 2 £5,814 £5,823 -£9 -0.15% 3204066 Willowfield Humanities College £5,266,676 £4,921,287 £345,389 872 819 53 £6,040 £6,009 £31 0.51%
70 Appendix B AWPU Analysis - Changes in school rolls
AWPU Rates 19-20 18-19 Change ######## ######## Primary (Years R-6) £3,573 £3,545 £28 ######## ######## Key Stage 3 (Years 7-9) £4,863 £4,825 £38 ######## ######## Key Stage 4 (Years 10-11) £4,863 £4,825 £38 ######## Checked against Proform ########
19-20 18-19 Change (Decrease) / Increase APWU funding change Primary Secondary Primary Secondary Primary Secondary Primary Secondary Total Number Number Number Number Number Number Number Number Number Primary Key Stage 3 Key Stage 4 LAESTAB School Name on Roll - on Roll - on Roll - Total on Roll - on Roll - on Roll - Total on Roll - on Roll - on Roll - Total Total (Years R-6) (Years 7-9) (Years 10-11) Primary KS3 KS4 Primary KS3 KS4 Primary KS3 KS4 Total Total 24,469 8,325 5,336 38,130 24,784 8,254 5,195 38,233 -315 71 141 -103 -£431,557 £658,925 £883,093 £1,110,461
ALL THROUGH 3204000 Buxton School 679 414 299 1,392 712 412 286 1,410 -33 2 13 -18 -£97,973 £25,382 £74,087 £1,496 3204062 George Mitchell School 354 319 193 866 378 285 211 874 -24 34 -18 -8 -£75,168 £176,172 -£79,516 £21,488 PRIMARY 3202082 Ainslie Wood Primary School 406 0 0 406 409 0 0 409 -3 0 0 -3 £733 £0 £0 £733 3203308 Barclay Primary School 1,106 0 0 1,106 1,105 0 0 1,105 1 0 0 1 £34,513 £0 £0 £34,513 3202083 Barn Croft Primary School 199 0 0 199 191 0 0 191 8 0 0 8 £33,932 £0 £0 £33,932 3202028 Chapel End Infant School and Early Years Centre 229 0 0 229 256 0 0 256 -27 0 0 -27 -£89,303 £0 £0 -£89,303 3202034 Chapel End Junior Academy 339 0 0 339 380 0 0 380 -41 0 0 -41 -£135,853 £0 £0 -£135,853 3202001 Chase Lane Primary School 624 0 0 624 634 0 0 634 -10 0 0 -10 -£17,978 £0 £0 -£17,978 3203001 Chingford CofE Primary School 403 0 0 403 403 0 0 403 0 0 0 0 £11,284 £0 £0 £11,284 3202055 Chingford Hall Primary School 328 0 0 328 301 0 0 301 27 0 0 27 £104,899 £0 £0 £104,899 3202075 Coppermill Primary School 249 0 0 249 257 0 0 257 -8 0 0 -8 -£21,388 £0 £0 -£21,388 3202015 Davies Lane Primary School 816 0 0 816 791 0 0 791 25 0 0 25 £111,473 £0 £0 £111,473 3202067 Dawlish Primary School 188 0 0 188 186 0 0 186 2 0 0 2 £12,354 £0 £0 £12,354 3202017 Downsell Primary School 525 0 0 525 541 0 0 541 -16 0 0 -16 -£42,020 £0 £0 -£42,020 3202030 Edinburgh Primary School 518 0 0 518 570 0 0 570 -52 0 0 -52 -£169,836 £0 £0 -£169,836 3202019 Emmanuel Community School 190 0 0 190 172 0 0 172 18 0 0 18 £70,016 £0 £0 £70,016 3202072 George Tomlinson Primary School 457 0 0 457 495 0 0 495 -38 0 0 -38 -£121,914 £0 £0 -£121,914 3202031 Greenleaf Primary School 412 0 0 412 445 0 0 445 -33 0 0 -33 -£105,449 £0 £0 -£105,449 3202069 Gwyn Jones Primary School 397 0 0 397 392 0 0 392 5 0 0 5 £28,841 £0 £0 £28,841 3202045 Handsworth Primary School 414 0 0 414 417 0 0 417 -3 0 0 -3 £957 £0 £0 £957 3202064 Henry Maynard Primary School 817 0 0 817 827 0 0 827 -10 0 0 -10 -£12,574 £0 £0 -£12,574 3202018 Hillyfield Primary Academy 1,234 0 0 1,234 1,151 0 0 1,151 83 0 0 83 £328,787 £0 £0 £328,787 3202005 Larkswood Primary School 610 0 0 610 656 0 0 656 -46 0 0 -46 -£145,990 £0 £0 -£145,990 3202039 Longshaw Primary School 317 0 0 317 359 0 0 359 -42 0 0 -42 -£140,014 £0 £0 -£140,014 3202084 Mayville Primary School 355 0 0 355 381 0 0 381 -26 0 0 -26 -£82,230 £0 £0 -£82,230 3202074 Mission Grove Primary School 742 0 0 742 743 0 0 743 -1 0 0 -1 £17,231 £0 £0 £17,231 3202023 Newport School 792 0 0 792 812 0 0 812 -20 0 0 -20 -£48,724 £0 £0 -£48,724 3202062 Oakhill Primary School 226 0 0 226 227 0 0 227 -1 0 0 -1 £2,783 £0 £0 £2,783 3203311 Our Lady and St George's Catholic Primary School 401 0 0 401 393 0 0 393 8 0 0 8 £39,588 £0 £0 £39,588 3202078 Parkside Primary School 532 0 0 532 506 0 0 506 26 0 0 26 £107,066 £0 £0 £107,066 3202035 Riverley Primary School 403 0 0 403 373 0 0 373 30 0 0 30 £117,634 £0 £0 £117,634 3202040 Roger Ascham Primary School 428 0 0 428 456 0 0 456 -28 0 0 -28 -£87,276 £0 £0 -£87,276 3203310 Selwyn Primary School 571 0 0 571 564 0 0 564 7 0 0 7 £40,803 £0 £0 £40,803 3202066 South Grove Primary School 408 0 0 408 426 0 0 426 -18 0 0 -18 -£52,386 £0 £0 -£52,386 3203305 St Joseph's Catholic Infant School 140 0 0 140 169 0 0 169 -29 0 0 -29 -£98,885 £0 £0 -£98,885 3203301 St Joseph's Catholic Junior School 207 0 0 207 216 0 0 216 -9 0 0 -9 -£26,109 £0 £0 -£26,109 3203300 St Mary's Catholic Primary School 216 0 0 216 217 0 0 217 -1 0 0 -1 £2,503 £0 £0 £2,503 3203307 St Mary's CofE Primary School 588 0 0 588 607 0 0 607 -19 0 0 -19 -£50,891 £0 £0 -£50,891 3205200 St Patrick's Catholic Primary School 409 0 0 409 411 0 0 411 -2 0 0 -2 £4,362 £0 £0 £4,362 3203304 St Saviour's Church of England Primary School 335 0 0 335 343 0 0 343 -8 0 0 -8 -£18,980 £0 £0 -£18,980 3202076 Stoneydown Park School 495 0 0 495 482 0 0 482 13 0 0 13 £59,945 £0 £0 £59,945 3202036 Sybourn Primary School 530 0 0 530 557 0 0 557 -27 0 0 -27 -£80,875 £0 £0 -£80,875 3202079 The Jenny Hammond Primary School 312 0 0 312 316 0 0 316 -4 0 0 -4 -£5,444 £0 £0 -£5,444 3202050 The Winns Primary School 728 0 0 728 785 0 0 785 -57 0 0 -57 -£181,681 £0 £0 -£181,681 3202033 The Woodside Primary Academy 990 0 0 990 932 0 0 932 58 0 0 58 £233,330 £0 £0 £233,330 3202037 Thomas Gamuel Primary School 348 0 0 348 374 0 0 374 -26 0 0 -26 -£82,426 £0 £0 -£82,426 3202049 Thorpe Hall Primary School 429 0 0 429 449 0 0 449 -20 0 0 -20 -£58,888 £0 £0 -£58,888 3202038 Walthamstow Primary Academy 109 0 0 109 91 0 0 91 18 0 0 18 £65,962 £0 £0 £65,962 3202006 Whitehall Primary School 422 0 0 422 426 0 0 426 -4 0 0 -4 -£2,364 £0 £0 -£2,364 3202081 Whittingham Primary Academy 395 0 0 395 394 0 0 394 1 0 0 1 £14,605 £0 £0 £14,605 3202029 Willow Brook Primary School Academy 508 0 0 508 479 0 0 479 29 0 0 29 £117,029 £0 £0 £117,029 3202061 Woodford Green Primary School 195 0 0 195 181 0 0 181 14 0 0 14 £55,090 £0 £0 £55,090
71 19-20 18-19 Change (Decrease) / Increase APWU funding change Primary Secondary Primary Secondary Primary Secondary Primary Secondary Total Number Number Number Number Number Number Number Number Number Primary Key Stage 3 Key Stage 4 LAESTAB School Name on Roll - on Roll - on Roll - Total on Roll - on Roll - on Roll - Total on Roll - on Roll - on Roll - Total Total (Years R-6) (Years 7-9) (Years 10-11) Primary KS3 KS4 Primary KS3 KS4 Primary KS3 KS4 Total Total 24,469 8,325 5,336 38,130 24,784 8,254 5,195 38,233 -315 71 141 -103 -£431,557 £658,925 £883,093 £1,110,461 3202007 Yardley Primary School 444 0 0 444 446 0 0 446 -2 0 0 -2 £5,342 £0 £0 £5,342
72 19-20 18-19 Change (Decrease) / Increase APWU funding change Primary Secondary Primary Secondary Primary Secondary Primary Secondary Total Number Number Number Number Number Number Number Number Number Primary Key Stage 3 Key Stage 4 LAESTAB School Name on Roll - on Roll - on Roll - Total on Roll - on Roll - on Roll - Total on Roll - on Roll - on Roll - Total Total (Years R-6) (Years 7-9) (Years 10-11) Primary KS3 KS4 Primary KS3 KS4 Primary KS3 KS4 Total Total 24,469 8,325 5,336 38,130 24,784 8,254 5,195 38,233 -315 71 141 -103 -£431,557 £658,925 £883,093 £1,110,461 SECONDARY 3205401 Chingford Foundation School 0 768 477 1,245 0 771 463 1,234 0 -3 14 11 £0 £14,709 £85,676 £100,385 3204061 Connaught School for Girls 0 390 237 627 0 380 235 615 0 10 2 12 £0 £63,070 £18,656 £81,726 3204002 Eden Girls' School Waltham Forest 0 340 198 538 0 319 150 469 0 21 48 69 £0 £114,245 £239,124 £353,369 3204060 Frederick Bremer School 0 522 345 867 0 528 350 878 0 -6 -5 -11 £0 -£9,114 -£11,015 -£20,129 3204063 Heathcote School & Science College 0 571 341 912 0 546 331 877 0 25 10 35 £0 £142,323 £61,208 £203,531 3205400 Highams Park School 0 716 471 1,187 0 722 470 1,192 0 -6 1 -5 £0 -£1,742 £22,723 £20,981 3204603 Holy Family Catholic School 0 616 348 964 0 578 356 934 0 38 -8 30 £0 £206,758 -£25,376 £181,382 3204075 Kelmscott School 0 492 336 828 0 506 354 860 0 -14 -18 -32 £0 -£48,854 -£74,082 -£122,936 3204076 Lammas School and Sixth Form 0 404 260 664 0 435 245 680 0 -31 15 -16 £0 -£134,223 £82,255 -£51,968 3204069 Leytonstone School 0 513 317 830 0 492 322 814 0 21 -5 16 £0 £120,819 -£12,079 £108,740 3204064 Norlington School and 6th Form 0 375 224 599 0 369 203 572 0 6 21 27 £0 £43,200 £109,837 £153,037 3204001 Rushcroft Foundation School 0 286 240 526 0 305 224 529 0 -19 16 -3 £0 -£80,807 £86,320 £5,513 3206905 Walthamstow Academy 0 532 351 883 0 537 353 890 0 -5 -2 -7 £0 -£3,909 £3,688 -£221 3204072 Walthamstow School for Girls 0 538 356 894 0 537 355 892 0 1 1 2 £0 £25,269 £18,353 £43,622 3204066 Willowfield Humanities College 0 529 343 872 0 532 287 819 0 -3 56 53 £0 £5,627 £283,234 £288,861
73 Appendix C Free School Meals Funding
FSM Rates 19-20 18-19 Change £4,418,541 5,416,928 Primary Ever 6 Units £702 £788 -£86 £6,772,346 7,772,327 Secondary Ever 6 Units £1,296 £1,437 -£141 £11,190,887 Checked against Pro £13,189,255
19-20 18-19 Change in units Change in funding Primary Ever 6 Secondary Ever Primary Ever 6 Secondary Ever Primary Ever 6 Secondary Ever Primary Ever 6 Secondary Ever 6 School Name Total Total Total Total Units 6 Units Units 6 Units Units 6 Units Units Units Total 6,298 5,224 11,523 6,874 5,409 12,283 -576 -184 -760 -£404,175.30 -£238,974.08 -£643,149.39
ALL THROUGH Buxton School 229 319 547 261 319 580 -33 -1 -33 -£22,817.03 -£893.92 -£23,710.95 George Mitchell School 123 214 338 132 216 348 -9 -2 -10 -£5,971.61 -£2,126.19 -£8,097.80 PRIMARY Ainslie Wood Primary School 95 0 95 106 0 106 -11 0 -11 -£7,402.08 £0.00 -£7,402.08 Barclay Primary School 345 0 345 340 0 340 5 0 5 £3,622.30 £0.00 £3,622.30 Barn Croft Primary School 47 0 47 50 0 50 -4 0 -4 -£2,674.19 £0.00 -£2,674.19 Chapel End Infant School and Early Years Centre 58 0 58 66 0 66 -7 0 -7 -£5,134.03 £0.00 -£5,134.03 Chapel End Junior Academy 125 0 125 133 0 133 -8 0 -8 -£5,526.55 £0.00 -£5,526.55 Chase Lane Primary School 153 0 153 161 0 161 -8 0 -8 -£5,738.30 £0.00 -£5,738.30 Chingford CofE Primary School 54 0 54 60 0 60 -6 0 -6 -£4,125.12 £0.00 -£4,125.12 Chingford Hall Primary School 111 0 111 132 0 132 -21 0 -21 -£14,858.12 £0.00 -£14,858.12 Coppermill Primary School 44 0 44 58 0 58 -14 0 -14 -£9,567.11 £0.00 -£9,567.11 Davies Lane Primary School 146 0 146 161 0 161 -15 0 -15 -£10,223.04 £0.00 -£10,223.04 Dawlish Primary School 40 0 40 35 0 35 5 0 5 £3,732.06 £0.00 £3,732.06 Downsell Primary School 183 0 183 192 0 192 -10 0 -10 -£6,698.07 £0.00 -£6,698.07 Edinburgh Primary School 120 0 120 149 0 149 -28 0 -28 -£19,751.66 £0.00 -£19,751.66 Emmanuel Community School 65 0 65 59 0 59 6 0 6 £4,146.39 £0.00 £4,146.39 George Tomlinson Primary School 91 0 91 100 0 100 -9 0 -9 -£6,253.99 £0.00 -£6,253.99 Greenleaf Primary School 78 0 78 91 0 91 -14 0 -14 -£9,547.21 £0.00 -£9,547.21 Gwyn Jones Primary School 67 0 67 71 0 71 -4 0 -4 -£2,979.00 £0.00 -£2,979.00 Handsworth Primary School 70 0 70 60 0 60 10 0 10 £7,063.85 £0.00 £7,063.85 Henry Maynard Primary School 202 0 202 246 0 246 -44 0 -44 -£30,529.23 £0.00 -£30,529.23 Hillyfield Primary Academy 312 0 312 319 0 319 -7 0 -7 -£4,902.96 £0.00 -£4,902.96 Larkswood Primary School 163 0 163 204 0 204 -42 0 -42 -£29,303.70 £0.00 -£29,303.70 Longshaw Primary School 88 0 88 111 0 111 -23 0 -23 -£16,086.93 £0.00 -£16,086.93 Mayville Primary School 107 0 107 142 0 142 -35 0 -35 -£24,279.83 £0.00 -£24,279.83 Mission Grove Primary School 135 0 135 161 0 161 -26 0 -26 -£18,168.95 £0.00 -£18,168.95 Newport School 158 0 158 181 0 181 -23 0 -23 -£16,201.50 £0.00 -£16,201.50 Oakhill Primary School 47 0 47 40 0 40 6 0 6 £4,462.14 £0.00 £4,462.14 Our Lady and St George's Catholic Primary School 82 0 82 72 0 72 10 0 10 £7,202.29 £0.00 £7,202.29 Parkside Primary School 170 0 170 166 0 166 3 0 3 £2,405.44 £0.00 £2,405.44 Riverley Primary School 92 0 92 101 0 101 -8 0 -8 -£5,872.12 £0.00 -£5,872.12 Roger Ascham Primary School 164 0 164 190 0 190 -26 0 -26 -£18,546.07 £0.00 -£18,546.07 Selwyn Primary School 219 0 219 240 0 240 -21 0 -21 -£14,755.77 £0.00 -£14,755.77 South Grove Primary School 108 0 108 124 0 124 -16 0 -16 -£11,173.80 £0.00 -£11,173.80 St Joseph's Catholic Infant School 28 0 28 36 0 36 -8 0 -8 -£5,839.05 £0.00 -£5,839.05 St Joseph's Catholic Junior School 64 0 64 66 0 66 -2 0 -2 -£1,418.08 £0.00 -£1,418.08 St Mary's Catholic Primary School 20 0 20 22 0 22 -2 0 -2 -£1,396.98 £0.00 -£1,396.98 St Mary's CofE Primary School 79 0 79 88 0 88 -9 0 -9 -£6,311.67 £0.00 -£6,311.67 St Patrick's Catholic Primary School 78 0 78 80 0 80 -2 0 -2 -£1,477.30 £0.00 -£1,477.30 St Saviour's Church of England Primary School 72 0 72 89 0 89 -17 0 -17 -£11,895.35 £0.00 -£11,895.35 Stoneydown Park School 102 0 102 115 0 115 -13 0 -13 -£8,944.89 £0.00 -£8,944.89 Sybourn Primary School 137 0 137 142 0 142 -5 0 -5 -£3,502.37 £0.00 -£3,502.37 The Jenny Hammond Primary School 65 0 65 80 0 80 -15 0 -15 -£10,636.80 £0.00 -£10,636.80 The Winns Primary School 179 0 179 227 0 227 -48 0 -48 -£33,778.70 £0.00 -£33,778.70 The Woodside Primary Academy 356 0 356 364 0 364 -8 0 -8 -£5,469.37 £0.00 -£5,469.37 Thomas Gamuel Primary School 94 0 94 108 0 108 -14 0 -14 -£9,898.57 £0.00 -£9,898.57 Thorpe Hall Primary School 122 0 122 140 0 140 -18 0 -18 -£12,578.13 £0.00 -£12,578.13 Walthamstow Primary Academy 31 0 31 27 0 27 4 0 4 £3,033.15 £0.00 £3,033.15 Whitehall Primary School 113 0 113 132 0 132 -20 0 -20 -£13,953.63 £0.00 -£13,953.63 Whittingham Primary Academy 98 0 98 120 0 120 -22 0 -22 -£15,740.72 £0.00 -£15,740.72 Willow Brook Primary School Academy 229 0 229 186 0 186 44 0 44 £30,570.15 £0.00 £30,570.15 Woodford Green Primary School 36 0 36 41 0 41 -5 0 -5 -£3,373.39 £0.00 -£3,373.39 Yardley Primary School 103 0 103 96 0 96 7 0 7 £4,889.87 £0.00 £4,889.87
74 19-20 18-19 Change in units Change in funding Primary Ever 6 Secondary Ever Primary Ever 6 Secondary Ever Primary Ever 6 Secondary Ever Primary Ever 6 Secondary Ever 6 School Name Total Total Total Total Units 6 Units Units 6 Units Units 6 Units Units Units Total 6,298 5,224 11,523 6,874 5,409 12,283 -576 -184 -760 -£404,175.30 -£238,974.08 -£643,149.39 SECONDARY Chingford Foundation School 0 377 377 0 381 381 0 -5 -5 £0.00 -£5,862.08 -£5,862.08 Connaught School for Girls 0 199 199 0 205 205 0 -6 -6 £0.00 -£7,189.92 -£7,189.92 Eden Girls' School Waltham Forest 0 252 252 0 217 217 0 34 34 £0.00 £44,419.40 £44,419.40 Frederick Bremer School 0 375 375 0 453 453 0 -78 -78 £0.00 -£101,747.30 -£101,747.30 Heathcote School & Science College 0 355 355 0 350 350 0 5 5 £0.00 £6,955.17 £6,955.17 Highams Park School 0 324 324 0 321 321 0 3 3 £0.00 £3,535.36 £3,535.36 Holy Family Catholic School 0 314 314 0 300 300 0 14 14 £0.00 £18,235.84 £18,235.84 Kelmscott School 0 358 358 0 431 431 0 -73 -73 £0.00 -£94,311.80 -£94,311.80 Lammas School and Sixth Form 0 316 316 0 321 321 0 -5 -5 £0.00 -£6,863.23 -£6,863.23 Leytonstone School 0 303 303 0 321 321 0 -18 -18 £0.00 -£23,023.89 -£23,023.89 Norlington School and 6th Form 0 229 229 0 246 246 0 -17 -17 £0.00 -£21,509.95 -£21,509.95 Rushcroft Foundation School 0 222 222 0 225 225 0 -2 -2 £0.00 -£3,097.25 -£3,097.25 Walthamstow Academy 0 426 426 0 447 447 0 -21 -21 £0.00 -£26,720.32 -£26,720.32 Walthamstow School for Girls 0 297 297 0 321 321 0 -24 -24 £0.00 -£31,150.00 -£31,150.00 Willowfield Humanities College 0 344 344 0 334 334 0 10 10 £0.00 £12,375.99 £12,375.99
75 Appendix D IDACI funding changes
Primary Secondary IDACI Banding Rates 19-20 18-19 Change 19-20 18-19 Change IDACI Band F £103 £103 £0 £201 £201 £0 IDACI Band E £124 £124 £0 £270 £270 £0 IDACI Band D £185 £185 £0 £357 £357 £0 IDACI Band C £201 £201 £0 £388 £388 £0 IDACI Band B £216 £216 £0 £416 £416 £0 IDACI Band A £296 £296 £0 £561 £561 £0
19-20 18-19 Change in units Change in funding IDACI IDACI IDACI IDACI IDACI IDACI School Name IDACI Primary Total Total Total IDACI Primary Total Secondary Primary Secondary Primary Secondary Secondary 18,965 10,892 29,857 19,293 10,756 30,049 -328 136 -192 -£53,743 £31,747 -£21,996
ALL THROUGH Buxton School 598 610 1,208 620 605 1,225 -22 5 -17 -£4,101 -£124 -£4,225 George Mitchell School 330 453 783 355 429 784 -25 24 -1 -£3,666 £6,659 £2,993 PRIMARY Ainslie Wood Primary School 283 0 283 285 0 285 -2 0 -2 -£58 £0 -£58 Barclay Primary School 705 0 705 705 0 705 0 0 0 -£843 £0 -£843 Barn Croft Primary School 189 0 189 186 0 186 3 0 3 £1,158 £0 £1,158 Chapel End Infant School and Early Years Centre 208 0 208 232 0 232 -24 0 -24 -£3,230 £0 -£3,230 Chapel End Junior Academy 310 0 310 355 0 355 -45 0 -45 -£6,072 £0 -£6,072 Chase Lane Primary School 498 0 498 508 0 508 -10 0 -10 -£2,086 £0 -£2,086 Chingford CofE Primary School 154 0 154 155 0 155 -1 0 -1 £213 £0 £213 Chingford Hall Primary School 280 0 280 261 0 261 19 0 19 £3,816 £0 £3,816 Coppermill Primary School 243 0 243 252 0 252 -9 0 -9 -£1,140 £0 -£1,140 Davies Lane Primary School 523 0 523 502 0 502 22 0 22 £3,650 £0 £3,650 Dawlish Primary School 152 0 152 148 0 148 4 0 4 £725 £0 £725 Downsell Primary School 443 0 443 444 0 444 -1 0 -1 £171 £0 £171 Edinburgh Primary School 443 0 443 482 0 482 -39 0 -39 -£4,581 £0 -£4,581 Emmanuel Community School 170 0 170 161 0 161 9 0 9 £1,912 £0 £1,912 George Tomlinson Primary School 234 0 234 269 0 269 -35 0 -35 -£4,809 £0 -£4,809 Greenleaf Primary School 397 0 397 423 0 423 -26 0 -26 -£3,161 £0 -£3,161 Gwyn Jones Primary School 161 0 161 170 0 170 -9 0 -9 -£1,697 £0 -£1,697 Handsworth Primary School 177 0 177 182 0 182 -5 0 -5 -£674 £0 -£674 Henry Maynard Primary School 439 0 439 420 0 420 19 0 19 £2,759 £0 £2,759 Hillyfield Primary Academy 1,119 0 1,119 1,049 0 1,049 70 0 70 £9,727 £0 £9,727 Larkswood Primary School 478 0 478 526 0 526 -48 0 -48 -£7,696 £0 -£7,696 Longshaw Primary School 225 0 225 254 0 254 -29 0 -29 -£4,863 £0 -£4,863 Mayville Primary School 293 0 293 316 0 316 -23 0 -23 -£3,122 £0 -£3,122 Mission Grove Primary School 683 0 683 685 0 685 -2 0 -2 -£992 £0 -£992 Newport School 406 0 406 431 0 431 -25 0 -25 -£2,256 £0 -£2,256 Oakhill Primary School 123 0 123 122 0 122 1 0 1 -£297 £0 -£297 Our Lady and St George's Catholic Primary School 331 0 331 316 0 316 15 0 15 £1,594 £0 £1,594 Parkside Primary School 435 0 435 403 0 403 32 0 32 £4,668 £0 £4,668 Riverley Primary School 390 0 390 363 0 363 27 0 27 £4,801 £0 £4,801 Roger Ascham Primary School 420 0 420 445 0 445 -25 0 -25 -£4,578 £0 -£4,578
76 19-20 18-19 Change in units Change in funding IDACI IDACI IDACI IDACI IDACI IDACI School Name IDACI Primary Total Total Total IDACI Primary Total Secondary Primary Secondary Primary Secondary Secondary 18,965 10,892 29,857 19,293 10,756 30,049 -328 136 -192 -£53,743 £31,747 -£21,996 Selwyn Primary School 287 0 287 298 0 298 -11 0 -11 -£1,972 £0 -£1,972 South Grove Primary School 392 0 392 408 0 408 -16 0 -16 -£3,013 £0 -£3,013 St Joseph's Catholic Infant School 119 0 119 141 0 141 -22 0 -22 -£3,732 £0 -£3,732 St Joseph's Catholic Junior School 179 0 179 189 0 189 -10 0 -10 -£1,917 £0 -£1,917 St Mary's Catholic Primary School 71 0 71 71 0 71 0 0 0 £156 £0 £156 St Mary's CofE Primary School 422 0 422 452 0 452 -30 0 -30 -£4,394 £0 -£4,394 St Patrick's Catholic Primary School 347 0 347 354 0 354 -7 0 -7 -£2,252 £0 -£2,252 St Saviour's Church of England Primary School 314 0 314 323 0 323 -9 0 -9 -£1,875 £0 -£1,875 Stoneydown Park School 325 0 325 327 0 327 -2 0 -2 -£802 £0 -£802 Sybourn Primary School 514 0 514 535 0 535 -21 0 -21 -£3,666 £0 -£3,666 The Jenny Hammond Primary School 255 0 255 266 0 266 -11 0 -11 -£2,094 £0 -£2,094 The Winns Primary School 691 0 691 751 0 751 -60 0 -60 -£10,513 £0 -£10,513 The Woodside Primary Academy 887 0 887 848 0 848 39 0 39 £6,391 £0 £6,391 Thomas Gamuel Primary School 295 0 295 318 0 318 -23 0 -23 -£2,797 £0 -£2,797 Thorpe Hall Primary School 349 0 349 372 0 372 -23 0 -23 -£4,124 £0 -£4,124 Walthamstow Primary Academy 102 0 102 83 0 83 19 0 19 £2,773 £0 £2,773 Whitehall Primary School 302 0 302 302 0 302 0 0 0 -£180 £0 -£180 Whittingham Primary Academy 382 0 382 380 0 380 2 0 2 £146 £0 £146 Willow Brook Primary School Academy 481 0 481 451 0 451 30 0 30 £3,388 £0 £3,388 Woodford Green Primary School 88 0 88 85 0 85 3 0 3 £608 £0 £608 Yardley Primary School 323 0 323 315 0 315 8 0 8 £858 £0 £858 SECONDARY Chingford Foundation School 0 893 893 0 888 888 0 5 5 £0 £964 £964 Connaught School for Girls 0 395 395 0 387 387 0 8 8 £0 £3,034 £3,034 Eden Girls' School Waltham Forest 0 493 493 0 431 431 0 62 62 £0 £21,824 £21,824 Frederick Bremer School 0 756 756 0 778 778 0 -22 -22 £0 -£10,341 -£10,341 Heathcote School & Science College 0 741 741 0 700 700 0 41 41 £0 £9,112 £9,112 Highams Park School 0 636 636 0 616 616 0 20 20 £0 £9,025 £9,025 Holy Family Catholic School 0 814 814 0 805 805 0 9 9 £0 £2,022 £2,022 Kelmscott School 0 758 758 0 790 790 0 -32 -32 £0 -£8,993 -£8,993 Lammas School and Sixth Form 0 609 609 0 628 628 0 -19 -19 £0 -£8,049 -£8,049 Leytonstone School 0 471 471 0 491 491 0 -20 -20 £0 -£5,138 -£5,138 Norlington School and 6th Form 0 451 451 0 425 425 0 26 26 £0 £5,549 £5,549 Rushcroft Foundation School 0 448 448 0 452 452 0 -4 -4 £0 -£3,931 -£3,931 Walthamstow Academy 0 858 858 0 865 865 0 -7 -7 £0 -£2,387 -£2,387 Walthamstow School for Girls 0 745 745 0 753 753 0 -8 -8 £0 -£3,757 -£3,757 Willowfield Humanities College 0 761 761 0 714 714 0 47 47 £0 £16,279 £16,279
77 APPENDIX D2: REDISTRIBUTION FROM CHANGES IN IDACI LADDER
redistribution School Name 2019-20 rates 2018-19 rates from rate changes Total 6,285,227 6,307,223 -21,996
ALL THROUGH Buxton School 291,869 296,095 -4,225 George Mitchell School 189,390 186,397 2,993 PRIMARY Ainslie Wood Primary School 43,477 43,535 -58 Barclay Primary School 103,865 104,708 -843 Barn Croft Primary School 23,529 22,371 1,158 Chapel End Infant School and Early Years Centre 25,535 28,765 -3,230 Chapel End Junior Academy 37,674 43,746 -6,072 Chase Lane Primary School 75,004 77,090 -2,086 Chingford CofE Primary School 25,164 24,952 213 Chingford Hall Primary School 50,791 46,975 3,816 Coppermill Primary School 32,291 33,431 -1,140 Davies Lane Primary School 78,955 75,305 3,650 Dawlish Primary School 18,601 17,876 725 Downsell Primary School 72,767 72,596 171 Edinburgh Primary School 60,102 64,683 -4,581 Emmanuel Community School 24,168 22,256 1,912 George Tomlinson Primary School 32,410 37,219 -4,809 Greenleaf Primary School 50,839 54,000 -3,161 Gwyn Jones Primary School 19,593 21,290 -1,697 Handsworth Primary School 22,166 22,840 -674 Henry Maynard Primary School 67,334 64,575 2,759 Hillyfield Primary Academy 183,712 173,985 9,727 Larkswood Primary School 69,831 77,527 -7,696 Longshaw Primary School 39,694 44,557 -4,863 Mayville Primary School 49,251 52,373 -3,122 Mission Grove Primary School 96,339 97,331 -992 Newport School 49,607 51,863 -2,256 Oakhill Primary School 16,166 16,463 -297 Our Lady and St George's Catholic Primary School 51,101 49,507 1,594 Parkside Primary School 69,650 64,982 4,668 Riverley Primary School 57,562 52,761 4,801 Roger Ascham Primary School 81,926 86,504 -4,578 Selwyn Primary School 51,035 53,007 -1,972 South Grove Primary School 59,057 62,070 -3,013 St Joseph's Catholic Infant School 16,888 20,620 -3,732 St Joseph's Catholic Junior School 25,210 27,127 -1,917 St Mary's Catholic Primary School 11,970 11,814 156 St Mary's CofE Primary School 61,698 66,092 -4,394 St Patrick's Catholic Primary School 57,289 59,541 -2,252 St Saviour's Church of England Primary School 46,739 48,613 -1,875 Stoneydown Park School 50,600 51,402 -802 Sybourn Primary School 71,801 75,467 -3,666 The Jenny Hammond Primary School 38,395 40,489 -2,094 The Winns Primary School 116,647 127,160 -10,513 The Woodside Primary Academy 142,978 136,587 6,391 Thomas Gamuel Primary School 42,590 45,387 -2,797 Thorpe Hall Primary School 43,726 47,850 -4,124 Walthamstow Primary Academy 17,853 15,080 2,773 Whitehall Primary School 53,671 53,851 -180 Whittingham Primary Academy 74,025 73,879 146 Willow Brook Primary School Academy 73,847 70,459 3,388 Woodford Green Primary School 14,492 13,884 608 Yardley Primary School 51,045 50,187 858 SECONDARY Chingford Foundation School 271,438 270,474 964 Connaught School for Girls 114,641 111,607 3,034 Eden Girls' School Waltham Forest 162,663 140,839 21,824 Frederick Bremer School 223,604 233,945 -10,341 Heathcote School & Science College 236,975 227,863 9,112 Highams Park School 190,485 181,460 9,025 Holy Family Catholic School 257,597 255,575 2,022 Kelmscott School 220,680 229,672 -8,993 Lammas School and Sixth Form 191,135 199,184 -8,049 Leytonstone School 144,691 149,829 -5,138 Norlington School and 6th Form 130,997 125,448 5,549 Rushcroft Foundation School 144,017 147,947 -3,931 Walthamstow Academy 309,381 311,768 -2,387 Walthamstow School for Girls 211,144 214,901 -3,757 Willowfield Humanities College 243,861 227,582 16,279
78 Appendix E EAL funding changes
Primary EAL Rates 19-20 18-19 Change EAL 3 Primary £800 £800 £0 5,439,685 5,830,782 EAL 3 Secondary £800 £800 £0 611,392 682,280
19-20 18-19 Change in units Change in funding EAL 3 EAL 3 EAL 3 EAL 3 EAL 3 EAL 3 School Name EAL 3 Primary Total Total Total EAL 3 Primary Total Secondary Primary Secondary Primary Secondary Secondary 6,800 764 7,564 7,288 853 8,141 -489 -89 -577 -£391,097.25 -£70,888.55 -£461,985.80
ALL THROUGH Buxton School 217 81 298 218 76 294 -1 5 5 -£635.36 £4,367.10 £3,731.74 George Mitchell School 145 82 227 156 83 239 -10 -1 -12 -£8,292.79 -£939.06 -£9,231.85 PRIMARY Ainslie Wood Primary School 91 0 91 85 0 85 6 0 6 £4,959.66 £0.00 £4,959.66 Barclay Primary School 466 0 466 542 0 542 -76 0 -76 -£61,113.46 £0.00 -£61,113.46 Barn Croft Primary School 67 0 67 64 0 64 3 0 3 £2,438.98 £0.00 £2,438.98 Chapel End Infant School and Early Years Centre 140 0 140 165 0 165 -25 0 -25 -£20,104.61 £0.00 -£20,104.61 Chapel End Junior Academy 67 0 67 64 0 64 3 0 3 £2,629.39 £0.00 £2,629.39 Chase Lane Primary School 196 0 196 179 0 179 16 0 16 £12,938.61 £0.00 £12,938.61 Chingford CofE Primary School 34 0 34 30 0 30 4 0 4 £3,031.72 £0.00 £3,031.72 Chingford Hall Primary School 111 0 111 99 0 99 11 0 11 £9,117.79 £0.00 £9,117.79 Coppermill Primary School 70 0 70 79 0 79 -10 0 -10 -£7,708.98 £0.00 -£7,708.98 Davies Lane Primary School 195 0 195 203 0 203 -8 0 -8 -£6,133.61 £0.00 -£6,133.61 Dawlish Primary School 73 0 73 67 0 67 6 0 6 £4,864.62 £0.00 £4,864.62 Downsell Primary School 228 0 228 236 0 236 -8 0 -8 -£6,630.29 £0.00 -£6,630.29 Edinburgh Primary School 144 0 144 189 0 189 -45 0 -45 -£35,721.19 £0.00 -£35,721.19 Emmanuel Community School 65 0 65 45 0 45 20 0 20 £15,939.75 £0.00 £15,939.75 George Tomlinson Primary School 165 0 165 202 0 202 -37 0 -37 -£29,433.15 £0.00 -£29,433.15 Greenleaf Primary School 150 0 150 147 0 147 3 0 3 £2,208.12 £0.00 £2,208.12 Gwyn Jones Primary School 97 0 97 96 0 96 2 0 2 £1,248.54 £0.00 £1,248.54 Handsworth Primary School 62 0 62 68 0 68 -6 0 -6 -£4,751.56 £0.00 -£4,751.56 Henry Maynard Primary School 117 0 117 144 0 144 -27 0 -27 -£21,893.16 £0.00 -£21,893.16 Hillyfield Primary Academy 204 0 204 232 0 232 -29 0 -29 -£22,939.48 £0.00 -£22,939.48 Larkswood Primary School 84 0 84 82 0 82 2 0 2 £1,352.06 £0.00 £1,352.06 Longshaw Primary School 91 0 91 102 0 102 -12 0 -12 -£9,215.40 £0.00 -£9,215.40 Mayville Primary School 146 0 146 160 0 160 -14 0 -14 -£10,974.16 £0.00 -£10,974.16 Mission Grove Primary School 231 0 231 240 0 240 -9 0 -9 -£7,485.48 £0.00 -£7,485.48 Newport School 197 0 197 222 0 222 -25 0 -25 -£19,945.97 £0.00 -£19,945.97 Oakhill Primary School 18 0 18 14 0 14 4 0 4 £3,565.90 £0.00 £3,565.90 Our Lady and St George's Catholic Primary School 87 0 87 91 0 91 -4 0 -4 -£3,414.25 £0.00 -£3,414.25 Parkside Primary School 173 0 173 171 0 171 2 0 2 £1,455.13 £0.00 £1,455.13 Riverley Primary School 116 0 116 127 0 127 -12 0 -12 -£9,238.14 £0.00 -£9,238.14 Roger Ascham Primary School 107 0 107 114 0 114 -7 0 -7 -£5,827.06 £0.00 -£5,827.06 Selwyn Primary School 130 0 130 129 0 129 1 0 1 £573.25 £0.00 £573.25 South Grove Primary School 164 0 164 183 0 183 -19 0 -19 -£14,931.13 £0.00 -£14,931.13 St Joseph's Catholic Infant School 106 0 106 131 0 131 -25 0 -25 -£20,221.25 £0.00 -£20,221.25 St Joseph's Catholic Junior School 20 0 20 21 0 21 -1 0 -1 -£800.00 £0.00 -£800.00 St Mary's Catholic Primary School 23 0 23 21 0 21 2 0 2 £1,870.48 £0.00 £1,870.48
79 19-20 18-19 Change in units Change in funding EAL 3 EAL 3 EAL 3 EAL 3 EAL 3 EAL 3 School Name EAL 3 Primary Total Total Total EAL 3 Primary Total Secondary Primary Secondary Primary Secondary Secondary 6,800 764 7,564 7,288 853 8,141 -489 -89 -577 -£391,097.25 -£70,888.55 -£461,985.80 St Mary's CofE Primary School 55 0 55 67 0 67 -12 0 -12 -£9,393.31 £0.00 -£9,393.31 St Patrick's Catholic Primary School 125 0 125 139 0 139 -15 0 -15 -£11,712.90 £0.00 -£11,712.90 St Saviour's Church of England Primary School 82 0 82 112 0 112 -29 0 -29 -£23,466.14 £0.00 -£23,466.14 Stoneydown Park School 165 0 165 169 0 169 -4 0 -4 -£3,322.10 £0.00 -£3,322.10 Sybourn Primary School 222 0 222 248 0 248 -26 0 -26 -£20,741.36 £0.00 -£20,741.36 The Jenny Hammond Primary School 73 0 73 75 0 75 -2 0 -2 -£1,565.02 £0.00 -£1,565.02 The Winns Primary School 222 0 222 238 0 238 -16 0 -16 -£12,858.46 £0.00 -£12,858.46 The Woodside Primary Academy 326 0 326 366 0 366 -40 0 -40 -£32,121.11 £0.00 -£32,121.11 Thomas Gamuel Primary School 170 0 170 178 0 178 -8 0 -8 -£6,754.25 £0.00 -£6,754.25 Thorpe Hall Primary School 119 0 119 124 0 124 -5 0 -5 -£4,031.93 £0.00 -£4,031.93 Walthamstow Primary Academy 51 0 51 36 0 36 15 0 15 £12,376.47 £0.00 £12,376.47 Whitehall Primary School 55 0 55 59 0 59 -3 0 -3 -£2,737.63 £0.00 -£2,737.63 Whittingham Primary Academy 110 0 110 126 0 126 -16 0 -16 -£12,683.13 £0.00 -£12,683.13 Willow Brook Primary School Academy 180 0 180 184 0 184 -4 0 -4 -£2,835.12 £0.00 -£2,835.12 Woodford Green Primary School 15 0 15 11 0 11 5 0 5 £3,643.18 £0.00 £3,643.18 Yardley Primary School 35 0 35 39 0 39 -5 0 -5 -£3,677.98 £0.00 -£3,677.98 SECONDARY Chingford Foundation School 0 20 20 0 32 32 0 -12 -12 £0.00 -£9,526.86 -£9,526.86 Connaught School for Girls 0 21 21 0 16 16 0 5 5 £0.00 £4,000.00 £4,000.00 Eden Girls' School Waltham Forest 0 39 39 0 52 52 0 -13 -13 £0.00 -£10,430.79 -£10,430.79 Frederick Bremer School 0 51 51 0 81 81 0 -30 -30 £0.00 -£24,000.00 -£24,000.00 Heathcote School & Science College 0 30 30 0 23 23 0 7 7 £0.00 £5,652.75 £5,652.75 Highams Park School 0 27 27 0 19 19 0 8 8 £0.00 £6,405.45 £6,405.45 Holy Family Catholic School 0 30 30 0 35 35 0 -5 -5 £0.00 -£4,000.00 -£4,000.00 Kelmscott School 0 100 100 0 107 107 0 -7 -7 £0.00 -£5,909.03 -£5,909.03 Lammas School and Sixth Form 0 61 61 0 68 68 0 -7 -7 £0.00 -£5,680.12 -£5,680.12 Leytonstone School 0 55 55 0 73 73 0 -18 -18 £0.00 -£14,471.83 -£14,471.83 Norlington School and 6th Form 0 22 22 0 35 35 0 -13 -13 £0.00 -£10,498.25 -£10,498.25 Rushcroft Foundation School 0 75 75 0 70 70 0 5 5 £0.00 £3,742.08 £3,742.08 Walthamstow Academy 0 17 17 0 30 30 0 -13 -13 £0.00 -£10,400.00 -£10,400.00 Walthamstow School for Girls 0 11 11 0 14 14 0 -3 -3 £0.00 -£2,400.00 -£2,400.00 Willowfield Humanities College 0 42 42 0 38 38 0 4 4 £0.00 £3,200.00 £3,200.00
80 Appendix F Mobility funding changes
Primary EAL Rates 19-20 18-19 Change Mobility - Primary £1,000 £1,000 £0 305300 305105 Mobility - Secondary £1,000 £1,000 £0 35200 27700 340500 332805
19-20 18-19 Change in units Change in funding Mobility Mobility Mobility Mobility Mobility Mobility Mobility Mobility School Name Secondary Total Primary Secondary Total Primary Secondary Total Secondary Total Primary Units Primary Units Units Units Units Units Units Units Total 305 35 341 305 28 333 0 7 8 £195 £7,500 £7,695
ALL THROUGH Buxton School 22.10 0.00 22.10 17.80 2.20 20.00 4.30 -2.20 2.10 £4,300 -£2,200 £2,100 George Mitchell School 15.60 25.80 41.40 28.20 5.40 33.60 -12.60 20.40 7.80 -£12,600 £20,400 £7,800 PRIMARY Ainslie Wood Primary School 5.40 0.00 5.40 0.10 0.00 0.10 5.30 0.00 5.30 £5,300 £0 £5,300 Barclay Primary School 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 £0 £0 £0 Barn Croft Primary School 5.10 0.00 5.10 6.90 0.00 6.90 -1.80 0.00 -1.80 -£1,800 £0 -£1,800 Chapel End Infant School and Early Years Centre 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 £0 £0 £0 Chapel End Junior Academy 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 £0 £0 £0 Chase Lane Primary School 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 £0 £0 £0 Chingford CofE Primary School 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 £0 £0 £0 Chingford Hall Primary School 18.20 0.00 18.20 6.90 0.00 6.90 11.30 0.00 11.30 £11,300 £0 £11,300 Coppermill Primary School 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 £0 £0 £0 Davies Lane Primary School 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 £0 £0 £0 Dawlish Primary School 10.20 0.00 10.20 15.40 0.00 15.40 -5.20 0.00 -5.20 -£5,200 £0 -£5,200 Downsell Primary School 16.50 0.00 16.50 13.90 0.00 13.90 2.60 0.00 2.60 £2,600 £0 £2,600 Edinburgh Primary School 19.20 0.00 19.20 14.00 0.00 14.00 5.20 0.00 5.20 £5,200 £0 £5,200 Emmanuel Community School 3.00 0.00 3.00 0.00 0.00 0.00 3.00 0.00 3.00 £3,000 £0 £3,000 George Tomlinson Primary School 13.30 0.00 13.30 2.50 0.00 2.50 10.80 0.00 10.80 £10,800 £0 £10,800 Greenleaf Primary School 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 £0 £0 £0 Gwyn Jones Primary School 5.30 0.00 5.30 10.80 0.00 10.80 -5.50 0.00 -5.50 -£5,500 £0 -£5,500 Handsworth Primary School 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 £0 £0 £0 Henry Maynard Primary School 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 £0 £0 £0 Hillyfield Primary Academy 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 £0 £0 £0 Larkswood Primary School 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 £0 £0 £0 Longshaw Primary School 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 £0 £0 £0 Mayville Primary School 2.50 0.00 2.50 7.90 0.00 7.90 -5.40 0.00 -5.40 -£5,400 £0 -£5,400 Mission Grove Primary School 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 £0 £0 £0 Newport School 25.80 0.00 25.80 20.80 0.00 20.80 5.00 0.00 5.00 £5,000 £0 £5,000 Oakhill Primary School 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 £0 £0 £0 Our Lady and St George's Catholic Primary School 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 £0 £0 £0 Parkside Primary School 1.80 0.00 1.80 15.40 0.00 15.40 -13.60 0.00 -13.60 -£13,600 £0 -£13,600 Riverley Primary School 14.70 0.00 14.70 8.70 0.00 8.70 6.00 0.00 6.00 £6,000 £0 £6,000 Roger Ascham Primary School 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 £0 £0 £0 Selwyn Primary School 0.00 0.00 0.00 8.60 0.00 8.60 -8.60 0.00 -8.60 -£8,600 £0 -£8,600 South Grove Primary School 0.00 0.00 0.00 3.40 0.00 3.40 -3.40 0.00 -3.40 -£3,400 £0 -£3,400 St Joseph's Catholic Infant School 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 £0 £0 £0
81 19-20 18-19 Change in units Change in funding Mobility Mobility Mobility Mobility Mobility Mobility Mobility Mobility School Name Secondary Total Primary Secondary Total Primary Secondary Total Secondary Total Primary Units Primary Units Units Units Units Units Units Units Total 305 35 341 305 28 333 0 7 8 £195 £7,500 £7,695 St Joseph's Catholic Junior School 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 £0 £0 £0 St Mary's Catholic Primary School 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 £0 £0 £0 St Mary's CofE Primary School 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 £0 £0 £0 St Patrick's Catholic Primary School 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 £0 £0 £0 St Saviour's Church of England Primary School 0.00 0.00 0.00 0.70 0.00 0.70 -0.70 0.00 -0.70 -£700 £0 -£700 Stoneydown Park School 0.00 0.00 0.00 0.80 0.00 0.80 -0.80 0.00 -0.80 -£800 £0 -£800 Sybourn Primary School 8.00 0.00 8.00 7.30 0.00 7.30 0.70 0.00 0.70 £700 £0 £700 The Jenny Hammond Primary School 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 £0 £0 £0 The Winns Primary School 27.20 0.00 27.20 31.50 0.00 31.50 -4.30 0.00 -4.30 -£4,300 £0 -£4,300 The Woodside Primary Academy 70.00 0.00 70.00 69.80 0.00 69.80 0.20 0.00 0.20 £200 £0 £200 Thomas Gamuel Primary School 8.20 0.00 8.20 10.60 0.00 10.60 -2.40 0.00 -2.40 -£2,400 £0 -£2,400 Thorpe Hall Primary School 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 £0 £0 £0 Walthamstow Primary Academy 0.00 0.00 0.00 0.61 0.00 0.61 -0.61 0.00 -0.61 -£605 £0 -£605 Whitehall Primary School 0.00 0.00 0.00 2.40 0.00 2.40 -2.40 0.00 -2.40 -£2,400 £0 -£2,400 Whittingham Primary Academy 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 £0 £0 £0 Willow Brook Primary School Academy 13.20 0.00 13.20 0.10 0.00 0.10 13.10 0.00 13.10 £13,100 £0 £13,100 Woodford Green Primary School 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 £0 £0 £0 Yardley Primary School 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 £0 £0 £0 SECONDARY Chingford Foundation School 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 £0 £0 £0 Connaught School for Girls 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 £0 £0 £0 Eden Girls' School Waltham Forest 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 £0 £0 £0 Frederick Bremer School 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 £0 £0 £0 Heathcote School & Science College 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 £0 £0 £0 Highams Park School 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 £0 £0 £0 Holy Family Catholic School 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 £0 £0 £0 Kelmscott School 0.00 0.00 0.00 0.00 5.00 5.00 0.00 -5.00 -5.00 £0 -£5,000 -£5,000 Lammas School and Sixth Form 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 £0 £0 £0 Leytonstone School 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 £0 £0 £0 Norlington School and 6th Form 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 £0 £0 £0 Rushcroft Foundation School 0.00 9.40 9.40 0.00 15.10 15.10 0.00 -5.70 -5.70 £0 -£5,700 -£5,700 Walthamstow Academy 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 £0 £0 £0 Walthamstow School for Girls 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 £0 £0 £0 Willowfield Humanities College 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 £0 £0 £0
82 Appendix G Business Rates (NNDR) funding changes
19-20 18-19 Change Variance Business Business School Name (Lower) / Rates Rates Higher Total £3,220,696 £3,432,509 -£211,813
ALL THROUGH Buxton School £71,744 £34,256 £37,488 George Mitchell School £15,410 £73,617 -£58,208 PRIMARY Ainslie Wood Primary School £58,525 £59,496 -£971 Barclay Primary School £31,340 £31,178 £162 Barn Croft Primary School £29,087 £29,647 -£560 Chapel End Infant School and Early Years Centre £80,761 £77,533 £3,228 Chapel End Junior Academy £9,901 £9,879 £22 Chase Lane Primary School £110,741 £112,584 -£1,843 Chingford CofE Primary School £6,247 £5,364 £882 Chingford Hall Primary School £8,157 £7,190 £967 Coppermill Primary School £34,149 £30,865 £3,284 Davies Lane Primary School £13,489 £8,991 £4,498 Dawlish Primary School £21,000 £17,911 £3,089 Downsell Primary School £77,849 £69,826 £8,023 Edinburgh Primary School £124,858 £126,935 -£2,078 Emmanuel Community School £4,043 £3,383 £659 George Tomlinson Primary School £53,492 £50,299 £3,192 Greenleaf Primary School £26,392 £22,416 £3,975 Gwyn Jones Primary School £19,661 £16,245 £3,416 Handsworth Primary School £21,600 £18,328 £3,272 Henry Maynard Primary School £80,158 £72,569 £7,589 Hillyfield Primary Academy £26,045 £105,448 -£79,403 Larkswood Primary School £21,556 £21,913 -£357 Longshaw Primary School £7,549 £5,734 £1,815 Mayville Primary School £14,741 £36,539 -£21,798 Mission Grove Primary School £65,377 £62,324 £3,053 Newport School £49,193 £58,956 -£9,763 Oakhill Primary School £18,840 £17,217 £1,623 Our Lady and St George's Catholic Primary School £7,182 £6,502 £680 Parkside Primary School £29,651 £24,066 £5,585 Riverley Primary School £13,133 £13,154 -£21 Roger Ascham Primary School £8,721 £8,483 £238 Selwyn Primary School £8,104 £7,039 £1,065 South Grove Primary School £99,220 £100,882 -£1,662 St Joseph's Catholic Infant School £4,215 £4,027 £189 St Joseph's Catholic Junior School £4,338 £3,974 £364 St Mary's Catholic Primary School £3,246 £2,697 £549 St Mary's CofE Primary School £9,798 £9,461 £337 St Patrick's Catholic Primary School £7,952 £7,735 £217 St Saviour's Church of England Primary School £9,747 £8,402 £1,345 Stoneydown Park School £46,170 £44,910 £1,260 Sybourn Primary School £8,721 £12,570 -£3,849 The Jenny Hammond Primary School £41,297 £14,996 £26,301 The Winns Primary School £53,969 £50,748 £3,221 The Woodside Primary Academy £23,239 £22,605 £634 Thomas Gamuel Primary School £8,516 £8,212 £304 Thorpe Hall Primary School £56,357 £52,994 £3,363 Walthamstow Primary Academy £12,638 £4,886 £7,752 Whitehall Primary School £59,508 £57,884 £1,624 Whittingham Primary Academy £12,004 £11,677 £328 Willow Brook Primary School Academy £11,183 £11,135 £48 Woodford Green Primary School £19,320 £15,967 £3,353 Yardley Primary School £8,978 £8,733 £245 SECONDARY Chingford Foundation School £41,040 £41,462 -£422 Connaught School for Girls £13,607 £13,772 -£166 Eden Girls' School Waltham Forest £19,326 £23,952 -£4,626 Frederick Bremer School £246,564 £250,719 -£4,155 Heathcote School & Science College £254,639 £252,267 £2,372 Highams Park School £46,883 £47,661 -£778 Holy Family Catholic School £24,374 £26,637 -£2,263 Kelmscott School £133,626 £135,848 -£2,222 Lammas School and Sixth Form £38,499 £195,725 -£157,226 Leytonstone School £150,799 £152,138 -£1,339 Norlington School and 6th Form £14,987 £16,192 -£1,205 Rushcroft Foundation School £26,933 £26,351 £581 Walthamstow Academy £48,348 £49,147 -£799 Walthamstow School for Girls £233,342 £237,230 -£3,888 Willowfield Humanities College £258,623 £263,025 -£4,402
83 Appendix H Low Prior Attainment funding changes NOTE: PRIMARY UNITS NOT COMPARABLE. 2019-20 IS A NEW BASELINE. Low Prior Attainment pupil units in primary are not comparable with 2018-19 as numbers were weighted to reflect pupils that had been assessed under different frameworks. The EYFSP changed in 2013, so there is no longer a need to apply weightings as all primary year groups represent results under the new framework. LPA Rates 19-20 18-19 Change 19-20 v9 18-19 Final Low Attainment - Primary £490 £600 -£110 3,697,205 £2,697,415 Low Attainment - Secondary £985 £600 £385 2,742,790 £1,742,790 6,439,994 4,440,205
19-20 18-19 Change in units Change in funding Low attainment Low attainment Low attainment - Low attainment - Low attainment Low attainment - Low attainment - Low attainment - School Name Total Units Total Units total Primary total Secondary Total Units Total Primary Units Secondary Units - Primary Units Secondary Units Primary Secondary Units Units Total 7,543 2,784 10,327 4,496 2,905 7,400 3,047 -121 2,926 £1,493,596.53 -£119,191.14 £1,374,405.39
ALL THROUGH Buxton School 253 198 451 155 207 363 98 -9 89 £47,954.46 -£8,811.29 £39,143.17 George Mitchell School 130 147 278 79 166 245 52 -19 32 £25,301.82 -£19,063.40 £6,238.43 PRIMARY Ainslie Wood Primary School 130 0 130 69 0 69 61 0 61 £29,693.17 £0.00 £29,693.17 Barclay Primary School 320 0 320 185 0 185 136 0 136 £66,557.78 £0.00 £66,557.78 Barn Croft Primary School 86 0 86 49 0 49 36 0 36 £17,772.70 £0.00 £17,772.70 Chapel End Infant School and Early Years Centre 60 0 60 40 0 40 20 0 20 £9,816.84 £0.00 £9,816.84 Chapel End Junior Academy 145 0 145 86 0 86 60 0 60 £29,367.58 £0.00 £29,367.58 Chase Lane Primary School 235 0 235 142 0 142 94 0 94 £45,989.30 £0.00 £45,989.30 Chingford CofE Primary School 163 0 163 92 0 92 72 0 72 £35,102.70 £0.00 £35,102.70 Chingford Hall Primary School 126 0 126 72 0 72 54 0 54 £26,612.21 £0.00 £26,612.21 Coppermill Primary School 76 0 76 49 0 49 27 0 27 £13,310.57 £0.00 £13,310.57 Davies Lane Primary School 138 0 138 78 0 78 59 0 59 £29,146.72 £0.00 £29,146.72 Dawlish Primary School 72 0 72 42 0 42 30 0 30 £14,741.35 £0.00 £14,741.35 Downsell Primary School 186 0 186 130 0 130 56 0 56 £27,451.87 £0.00 £27,451.87 Edinburgh Primary School 183 0 183 113 0 113 70 0 70 £34,393.35 £0.00 £34,393.35 Emmanuel Community School 56 0 56 31 0 31 25 0 25 £12,247.16 £0.00 £12,247.16 George Tomlinson Primary School 161 0 161 103 0 103 58 0 58 £28,224.37 £0.00 £28,224.37 Greenleaf Primary School 59 0 59 41 0 41 18 0 18 £8,775.45 £0.00 £8,775.45 Gwyn Jones Primary School 107 0 107 65 0 65 42 0 42 £20,614.57 £0.00 £20,614.57 Handsworth Primary School 88 0 88 44 0 44 44 0 44 £21,376.51 £0.00 £21,376.51 Henry Maynard Primary School 201 0 201 110 0 110 91 0 91 £44,379.84 £0.00 £44,379.84 Hillyfield Primary Academy 404 0 404 230 0 230 174 0 174 £85,296.34 £0.00 £85,296.34 Larkswood Primary School 130 0 130 79 0 79 51 0 51 £25,143.15 £0.00 £25,143.15 Longshaw Primary School 81 0 81 49 0 49 32 0 32 £15,510.67 £0.00 £15,510.67 Mayville Primary School 87 0 87 56 0 56 30 0 30 £14,915.98 £0.00 £14,915.98 Mission Grove Primary School 139 0 139 70 0 70 69 0 69 £34,015.03 £0.00 £34,015.03 Newport School 288 0 288 182 0 182 106 0 106 £51,957.26 £0.00 £51,957.26 Oakhill Primary School 67 0 67 40 0 40 28 0 28 £13,678.67 £0.00 £13,678.67 Our Lady and St George's Catholic Primary School 130 0 130 70 0 70 60 0 60 £29,345.12 £0.00 £29,345.12 Parkside Primary School 194 0 194 105 0 105 89 0 89 £43,665.35 £0.00 £43,665.35 Riverley Primary School 129 0 129 71 0 71 58 0 58 £28,391.34 £0.00 £28,391.34 Roger Ascham Primary School 180 0 180 113 0 113 67 0 67 £33,008.71 £0.00 £33,008.71 Selwyn Primary School 110 0 110 69 0 69 41 0 41 £20,318.94 £0.00 £20,318.94 South Grove Primary School 86 0 86 64 0 64 22 0 22 £10,769.01 £0.00 £10,769.01 St Joseph's Catholic Infant School 44 0 44 24 0 24 20 0 20 £9,916.16 £0.00 £9,916.16 St Joseph's Catholic Junior School 91 0 91 63 0 63 28 0 28 £13,758.78 £0.00 £13,758.78 St Mary's Catholic Primary School 74 0 74 40 0 40 35 0 35 £17,014.86 £0.00 £17,014.86 St Mary's CofE Primary School 125 0 125 88 0 88 37 0 37 £18,370.29 £0.00 £18,370.29 St Patrick's Catholic Primary School 139 0 139 76 0 76 63 0 63 £30,790.37 £0.00 £30,790.37 St Saviour's Church of England Primary School 88 0 88 59 0 59 29 0 29 £14,390.27 £0.00 £14,390.27 Stoneydown Park School 186 0 186 116 0 116 70 0 70 £34,078.66 £0.00 £34,078.66 Sybourn Primary School 184 0 184 118 0 118 66 0 66 £32,375.16 £0.00 £32,375.16 The Jenny Hammond Primary School 107 0 107 52 0 52 54 0 54 £26,603.11 £0.00 £26,603.11
84 19-20 18-19 Change in units Change in funding Low attainment Low attainment Low attainment - Low attainment - Low attainment Low attainment - Low attainment - Low attainment - School Name Total Units Total Units total Primary total Secondary Total Units Total Primary Units Secondary Units - Primary Units Secondary Units Primary Secondary Units Units Total 7,543 2,784 10,327 4,496 2,905 7,400 3,047 -121 2,926 £1,493,596.53 -£119,191.14 £1,374,405.39 The Winns Primary School 238 0 238 152 0 152 86 0 86 £42,246.71 £0.00 £42,246.71 The Woodside Primary Academy 380 0 380 213 0 213 168 0 168 £82,203.68 £0.00 £82,203.68 Thomas Gamuel Primary School 139 0 139 80 0 80 60 0 60 £29,338.07 £0.00 £29,338.07 Thorpe Hall Primary School 153 0 153 92 0 92 61 0 61 £29,707.79 £0.00 £29,707.79 Walthamstow Primary Academy 22 0 22 11 0 11 11 0 11 £5,520.34 £0.00 £5,520.34 Whitehall Primary School 157 0 157 98 0 98 59 0 59 £28,777.60 £0.00 £28,777.60 Whittingham Primary Academy 111 0 111 72 0 72 39 0 39 £19,059.63 £0.00 £19,059.63 Willow Brook Primary School Academy 175 0 175 96 0 96 79 0 79 £38,691.61 £0.00 £38,691.61 Woodford Green Primary School 49 0 49 32 0 32 17 0 17 £8,395.04 £0.00 £8,395.04 Yardley Primary School 79 0 79 43 0 43 36 0 36 £17,512.52 £0.00 £17,512.52 SECONDARY Chingford Foundation School 0 249 249 0 239 239 0 9 9 £0.00 £9,202.18 £9,202.18 Connaught School for Girls 0 78 78 0 81 81 0 -3 -3 £0.00 -£2,989.81 -£2,989.81 Eden Girls' School Waltham Forest 0 91 91 0 79 79 0 13 13 £0.00 £12,581.03 £12,581.03 Frederick Bremer School 0 214 214 0 224 224 0 -10 -10 £0.00 -£9,960.39 -£9,960.39 Heathcote School & Science College 0 204 204 0 196 196 0 8 8 £0.00 £7,801.16 £7,801.16 Highams Park School 0 186 186 0 193 193 0 -7 -7 £0.00 -£6,793.82 -£6,793.82 Holy Family Catholic School 0 168 168 0 170 170 0 -1 -1 £0.00 -£1,421.57 -£1,421.57 Kelmscott School 0 214 214 0 250 250 0 -36 -36 £0.00 -£35,048.52 -£35,048.52 Lammas School and Sixth Form 0 174 174 0 210 210 0 -36 -36 £0.00 -£35,369.71 -£35,369.71 Leytonstone School 0 166 166 0 172 172 0 -6 -6 £0.00 -£5,425.04 -£5,425.04 Norlington School and 6th Form 0 100 100 0 108 108 0 -8 -8 £0.00 -£8,338.54 -£8,338.54 Rushcroft Foundation School 0 140 140 0 157 157 0 -17 -17 £0.00 -£17,062.38 -£17,062.38 Walthamstow Academy 0 151 151 0 146 146 0 5 5 £0.00 £5,166.72 £5,166.72 Walthamstow School for Girls 0 122 122 0 129 129 0 -7 -7 £0.00 -£7,102.72 -£7,102.72 Willowfield Humanities College 0 181 181 0 177 177 0 3 3 £0.00 £3,444.95 £3,444.95
85 Appendix I Notional SEN funding changes
19-20 18-19 Change Variance School Name Notional SEN Notional SEN (Lower) / Higher Total £19,533,555 £18,612,596 £920,958
ALL THROUGH Buxton School £922,112 £866,696 £55,415 George Mitchell School £605,473 £567,064 £38,409 PRIMARY Ainslie Wood Primary School £163,493 £147,643 £15,850 Barclay Primary School £483,527 £462,074 £21,453 Barn Croft Primary School £96,045 £85,826 £10,220 Chapel End Infant School and Early Years Centre £101,700 £109,156 -£7,456 Chapel End Junior Academy £169,033 £162,812 £6,221 Chase Lane Primary School £282,523 £260,748 £21,775 Chingford CofE Primary School £145,852 £124,530 £21,322 Chingford Hall Primary School £170,710 £157,001 £13,708 Coppermill Primary School £98,013 £99,926 -£1,913 Davies Lane Primary School £247,695 £236,366 £11,330 Dawlish Primary School £85,796 £74,750 £11,047 Downsell Primary School £268,868 £268,908 -£40 Edinburgh Primary School £226,067 £232,191 -£6,124 Emmanuel Community School £86,991 £72,497 £14,494 George Tomlinson Primary School £188,767 £187,909 £858 Greenleaf Primary School £134,832 £142,499 -£7,667 Gwyn Jones Primary School £130,662 £122,852 £7,810 Handsworth Primary School £118,434 £102,285 £16,149 Henry Maynard Primary School £280,169 £277,053 £3,115 Hillyfield Primary Academy £520,199 £469,565 £50,634 Larkswood Primary School £212,544 £226,010 -£13,467 Longshaw Primary School £127,430 £137,232 -£9,802 Mayville Primary School £153,944 £169,949 -£16,005 Mission Grove Primary School £253,846 £245,212 £8,634 Newport School £314,555 £303,574 £10,981 Oakhill Primary School £76,631 £66,189 £10,441 Our Lady and St George's Catholic Primary School £160,695 £137,659 £23,036 Parkside Primary School £255,510 £227,316 £28,194 Riverley Primary School £174,560 £157,131 £17,429 Roger Ascham Primary School £234,508 £236,609 -£2,102 Selwyn Primary School £218,121 £224,905 -£6,784 South Grove Primary School £164,934 £178,342 -£13,407 St Joseph's Catholic Infant School £67,008 £72,134 -£5,126 St Joseph's Catholic Junior School £97,740 £96,112 £1,628 St Mary's Catholic Primary School £68,550 £57,028 £11,521 St Mary's CofE Primary School £170,890 £174,234 -£3,344 St Patrick's Catholic Primary School £173,106 £158,231 £14,875 St Saviour's Church of England Primary School £128,895 £136,904 -£8,009 Stoneydown Park School £213,871 £202,015 £11,856 Sybourn Primary School £248,958 £244,852 £4,106 The Jenny Hammond Primary School £128,071 £117,446 £10,625 The Winns Primary School £330,633 £344,086 -£13,453 The Woodside Primary Academy £519,608 £477,728 £41,880 Thomas Gamuel Primary School £176,336 £170,244 £6,092 Thorpe Hall Primary School £189,220 £186,017 £3,203 Walthamstow Primary Academy £46,772 £37,060 £9,713 Whitehall Primary School £182,201 £178,074 £4,127 Whittingham Primary Academy £171,371 £175,427 -£4,056 Willow Brook Primary School Academy £271,045 £229,581 £41,464 Woodford Green Primary School £60,159 £56,555 £3,604 Yardley Primary School £137,370 £126,466 £10,904 SECONDARY Chingford Foundation School £749,213 £676,954 £72,259 Connaught School for Girls £327,898 £313,689 £14,210 Eden Girls' School Waltham Forest £392,944 £327,292 £65,652 Frederick Bremer School £657,820 £674,631 -£16,811 Heathcote School & Science College £643,345 £571,299 £72,046 Highams Park School £608,528 £555,434 £53,094 Holy Family Catholic School £596,910 £541,009 £55,902 Kelmscott School £649,945 £675,411 -£25,466 Lammas School and Sixth Form £545,604 £532,458 £13,146 Leytonstone School £522,181 £498,817 £23,364 Norlington School and 6th Form £374,085 £365,037 £9,048 Rushcroft Foundation School £419,135 £395,159 £23,977 Walthamstow Academy £668,523 £655,254 £13,269 Walthamstow School for Girls £507,081 £504,116 £2,966 Willowfield Humanities College £614,299 £545,366 £68,933
86 APPENDIX J: SPLIT SITES
19-20 18-19
School Name Split Sites Split Sites
Total £744,500 £745,000
ALL THROUGH Buxton School £0 £15,000 George Mitchell School £0 £55,000 PRIMARY Barclay Primary School £40,000 £20,000 Chapel End Infant School and Early Years Centre £0 £15,000 Chingford CofE Primary School £40,000 £20,000 Davies Lane Primary School £40,000 £15,000 Henry Maynard Primary School £40,000 £15,000 Hillyfield Primary Academy £40,000 £20,000 Mission Grove Primary School £40,000 £20,000 Newport School £0 £15,000 Our Lady and St George's Catholic Primary School £40,000 £20,000 Stoneydown Park School £40,000 £15,000 Sybourn Primary School £0 £20,000 The Woodside Primary Academy £40,000 £20,000 SECONDARY Connaught School for Girls £82,250 £40,000 Frederick Bremer School £30,000 £40,000 Holy Family Catholic School £107,250 £150,000 Kelmscott School £45,000 £40,000 Leytonstone School £0 £40,000 Norlington School and 6th Form £90,000 £110,000 Walthamstow School for Girls £30,000 £40,000
87 APPENDIX K: PFI 19-20 18-19 Change Change Increase in School Name PFI PFI Increase in £ % £3,046,532 £2,947,596 £98,937 3.36% Chase Lane Primary School £301,263 £291,479 £9,784 3.36% Downsell Primary School £301,263 £291,479 £9,784 3.36% Frederick Bremer School £368,642 £356,671 £11,972 3.36% Heathcote School & Science College £401,684 £388,639 £13,045 3.36% Hillyfield Primary Academy £301,263 £291,479 £9,784 3.36% Lammas School and Sixth Form £669,473 £647,731 £21,741 3.36% Larkswood Primary School £301,263 £291,479 £9,784 3.36% Riverley Primary School £200,842 £194,319 £6,522 3.36% South Grove Primary School £200,842 £194,319 £6,522 3.36%
88 ADDITIONAL APPENDIX TO SCHOOLS BLOCK REPORT : INDICTAIVE GROWTH FUND 2019-20
Primary Primary Secondary Secondary New Permanent Permanent Permanent Permanent School Name Bulge Expansions Expansions Expansions Expansions Classes Bulge Class (Forward (Backward (Forward (Backward Falling Rolls Planned Top-up Look) Look) Look) Look) Fund TOTAL £ £ £ £ £ £ £ £ Barclay Primary School 137,303 34,917 172,220 Chase Lane Primary School 11,910 11,910 Chingford Hall Primary School 7,444 70,303 77,747 Coppermill Primary School 2,978 4,201 7,179 Davies Lane Primary School 40,691 40,691 George Tomlinson 32,157 32,157 Hillyfield Primary Academy 66,132 20,960 87,092 Lime Academy Larkswood 39,303 39,303 Mission Grove Primary School 53,595 20,858 74,453 Oakhill Primary School 4,466 4,466 Parkside Primary School 0 Roger Ascham Primary School 4,466 4,466 Selwyn Primary School 28,584 28,584 St Joseph's Infants 71,389 71,389 St Mary's CofE Primary School 19,759 19,759 Stoneydown Park School 8,933 134,542 21,350 164,825 The Jenny Hammond Primary School 66,192 20,980 87,172 The Woodside Primary Academy 22,460 22,460 Thorpe Hall Primary School 22,331 22,331
Buxton School (Secondary)* 93,696 93,696 Heathcote School & Science College 181,342 23,253 204,594 Holy Family Catholic School 177,697 28,497 206,194 Kelmscott School 93,103 93,103 Leytonstone School 89,018 89,018 Willowfield School 52,706 52,706
SUBTOTAL 275,817 184,010 474,472 206,176 359,039 104,456 103,546 1,707,515
PROVISION FOR EXTRA PUPILS TAKING CLASS SIZE OVER 30 90,000
INDICATIVE GROWTH FUND TOTAL 1,797,515
* Buxton new bulge class is a "safety valve": funding will be released only if the bulge class is needed.
89 Meeting / Date SCHOOLS FORUM Agenda Item 7 13 February 2019 Report Title Scheme for Financing Schools
Decision/Discussion/ For Decision by Maintained School representatives only Information Report Author/ Contact details Duncan James-Pike, Strategic Financial Advisor 020 8496 3502 [email protected]
Appendices Appendix A: Consultation responses Appendix B: The Scheme for Financing Schools, 2019
1. SUMMARY
1.1 This report concerns the Scheme for Financing Schools for maintained schools.
2. RECOMMENDATIONS
2.1 Maintained School representatives on Schools Forum to note:
2.1.1 The consultation process and responses.
2.2 Maintained School representatives on Schools Forum to approve:
2.2.1 The Scheme for Financing Schools, 2019.
3. REASON
3.1 It is a statutory requirement under the Schools Standards and Framework Act 1998 for LAs to have an up to date Scheme for Financing Schools. The scheme sets out the governance arrangements between maintained schools and local authorities.
3.2 All maintained schools must be consulted on the scheme prior to an updated version being forwarded to the DFE.
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90 4. CONSULTATION PROCESS
4.1. All maintained schools were consulted on the proposed changes to the Scheme between 17 December 2018 and 31 January 2019.
4.2 The Scheme was discussed at Schools Business Managers’ meetings on 13 November and 11 December 2018.
4.3 An e-mail including the draft scheme document was sent to every maintained school on 17 December 2018 and also posted onto the Hub.
4.4 There were two responses to the consultation, one from each phase. The responses and answers are shown at Appendix A.
5. CONTENTS OF THE SCHEME
5.1. The Scheme as shown at Appendix B covers various governance arrangements to ensure that maintained schools manage their resources effectively. It also places various conditions on the Council to ensure it abides by its statutory obligations with regard to maintain schools.
5.2 The majority of what is contained within the scheme is covered by statute. The DFE have a model scheme which has been adopted in updating it. The model scheme can be accessed at: https://www.gov.uk/government/publications/schemes-for-financing-schools
5.3 The approved scheme will be published on the Hub at: https://thehub.walthamforest.gov.uk/policy/schools/finance
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91 APPENDIX A: RESPONSES TO THE CONSULTATION
PRIMARY RESPONDENT
Good afternoon
In response to your communication regarding the scheme for financing schools consultation, below are comments/queries sent on behalf of the school and relevant governors:
2.7.6 – Reserves
Q Reserve amount not stipulated in the DfE’s guidance, how has this been amount been derived and established as the most appropriate for schools?
A The DFE guidance on excessive reserves gives an upper limit of 8% of income in primary schools and 5% of income in secondary schools. We have chosen 3% for primary and 2% for secondary giving an average of £58K and £117K. We considered the 8% for primary and 5% for secondary as unachievable in the short term but considered it prudent to recommend a level to schools as in 2018-19 a significant number of schools were reporting balanced budgets but with no remaining reserves. Clearly it is prudent to have some level of reserve to protect against future unforeseen expenditure and to manage cash flow. We have been advised that it is usual for academies to aim to have reserves of 5%, or in the case of special academies: reserves sufficient to cover 3 months’ salaries.
Q Is this a recommendation or something school must do?
A It is a recommendation but schools that have reserves below the recommendation may be considered to be facing financial challenges and therefore may be required to provide additional budget monitoring information such as cash flow statements.
Q If it is compulsory what is the impact if that level is not maintained?
A It is not compulsory but may be considered an indicator that a school may be facing financial challenges and may not be able to manage its cash flow and is at risk of asking for a cash loan.
Q 2.19.5: What is considered appropriate training?
A Staff need to be trained and competent to do their tasks efficiently and effectively.
Q P2.19.4 - Carry forward: What is 'consistently high' as a % of overall budget? Is this the 3% as defined in 2.7.6? If so this seems very controlling.
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92 A The DFE guidance on excessive reserves gives an upper limit of 8% of income in primary schools and 5% of income in secondary schools. If schools held reserves above this level for several years with no relevant plans for using these they are withholding funding for their current pupils for no good reason, which may be an indicator of poor financial management. The DFE statutory guidance allows for the clawback of excessive reserves, but our proposed scheme does not include this
Q If we have longer term plans for cash reserves (ongoing use) why would we want to always commit to having no more and no less than 3%?
A Longer term plans such as investment in facilities are appropriate reasons to grow balances. The key phrase is whether there are relevant plans for using these.
Q 3.4.3 - High needs payment: Clarification needed on what 10% cash advance is based on and when advance will be deducted (our high needs initial allocation was £8037 this financial year and we received £700, monthly deductions have taken place since last term)
A It is 10% of the estimated annual top-up. The actual annual top-up may be higher or lower due to pupil changes or changes in EHCPs
Q Not completely clear can you confirm if the cash advance has to be ring-fenced?
A No it is not ring-fenced it is simply to assist with cash flow for August.
Q And is there a scenario where the money reclaimed from this advance by the LA would be more than the original 10%?
A No. As per the attached letter and payment sample that was sent to Headteachers and School Business Managers, 10% cash advance of estimated top up funding is given to schools in April that receive high needs funding. This will cushion the month in August when payments is not made because pupils are on holiday. Please read the letter and payment example and phone me if you need further clarification.
The cash advance is a loan to cushion the months when payments are low and will not be made to school in August. The original top up is calculated for the period that pupil will attend school. When pupils leave before the end of the period, then top up will stop for the pupil.
Q 6.2.18: LA has undertaken number of repair and maintenance works in the past. Moving forward, schools need to made aware of what R&M works are the LA’s responsibilities and what school is responsible for.
A The school will always be responsible for the repairs and maintenance of their buildings. The council as the landlord will monitor maintenance and undertake condition surveys to ensure which will identify where there are significant works such as boiler replacements, roof replacement etc, anything that would affect the schools ability to deliver education. These works should be identified in the Schools Asset Management Plan. Page 2
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Q 7.2.5: Our VAT returns are made promptly each month, however, the reimbursement can take 2 – 4 months. DfE guidance document mentions LA’s should stipulate a timeframe for when reimbursements will be made to schools (section 7, page 33 of the guidance document).
A We are looking into this issue and will ensure service standards are published on the Hub
Q 8.2.1 Would this affect traded services offered by LA and services purchased via ESG?
A Yes. The services formerly funded by the ESG are currently offered on an annual basis. There is no proposal to extend the opt-in period to more than three years at any one time.
Q 8.5.1: This is not the case currently; insurance invoices are usually sent to school 12 months or later after the service has been bought. In some cases, we have invoices sent to us months ahead of the service.
A We are looking into this issue and will ensure service standards are published on the Hub.
Q 8.5.4: Concerns about this as we do not always receive invoices from LA and are only alerted about outstanding invoices when borough sends a statement, currently no regular frequency of statements (sent as and when). What is LA putting in place to ensure schools receive invoices and can regular/monthly statements be sent to school?
A We are looking into this issue and will ensure service standards are published on the Hub.
Q 12.2.1: Query raised in 6.2.18. LA has undertaken repairs and maintenance work for the school in the past, clarification needed on what falls under LA’s responsibilities and what school is responsible for.
A Same answer as per 6.2.18. We will ensure that the division of responsibilities are published on the Hub.
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94 SECONDARY RESPONDENT
Q 2.19 Notice of Concern: It seems somewhat prescriptive to issue a notice of concern, where a school has through frugal and prudent financial management accumulated reserves to guard against anticipated future cost pressures, such as employers’ contribution to teachers’ pension increases and the implementation of National Funding Formula, especially when the impact of such changes are not fully know.
A The DFE guidance on excessive reserves gives an upper limit of 8% of income in primary schools and 5% of income in secondary schools. If schools held reserves above this level for several years with no relevant plans for using these they are withholding funding for their current pupils for no good reason, which may be an indicator of poor financial management. The DFE statutory guidance allows for the clawback of excessive reserves, but our proposed scheme does not include this
Q 3.4 Proportion of Budget Share payable at each installment
Whilst it is important to ensure that funding matches needs, the calculation of payments for High Needs students on a daily basis is extremely unwieldy and probably costs more in terms of staff time in monitoring than it achieves in savings. It also needs to be borne in mind that teaching and support staff are frequently given contracts running to the end of August, given that their salaries are calculated on this basis. Short-term placement of a high needs pupil would therefore disadvantage schools where a contract had been given for the term to 31st August.
A Education Finance have a robust automated financially modelling that calculates daily top up funding for pupils in an efficient and effective way.
The top up funding will follow pupils to their current school.
Q The section on “advances” for the high needs budget to cover cash-flow does not reflect current practice. Advance in April reclaimed by deduction of 1/7th advance from September to March budget payments inclusive.
A We have amended the scheme to make clear the different recovery from mainstream schools and special schools.
Q 3.5 Interest on Balances
Given the low rate of current interest rates it is sometimes necessary to look longer- term to obtain a reasonable rate of return on deposits. These funds could be “ear- marked” to off-set future cost pressures and it is felt that a limit of 364 days is unnecessarily restrictive and allowing schools to place deposits for a year would be no different but allow access to better rates. School Business Managers are professionals and can be relied upon to manage cash-flow
A The generally low level of reserves held by schools means that it is not prudent for schools to place any long term restrictions on their use of balances. If you would Page 4
95 like to submit a business case demonstrating the higher rates from approved institutions that you are not able to access, the LA will consider the merits of the business case before making an exception. This will consider the proposed plan for using the balances.
Q 4.1 The Right to Carry Forward Surplus Balances
It is acknowledged that schools need to be accountable for their balances however there is a need to guard against known future cost pressures which might be several years in the future. Reserves would not have been spent or indeed committed in-year in such instance and scrutiny of the accounts would be of little point in these circumstances other than to confirm that any movement in balances is in line with the longer term plan.
It would be clearly in-appropriate to require a school to expend the whole of its reserves above the “permitted” level in a single year when there would be significantly greater educational benefit by spreading expenditure over a period of time or using it to “cushion” the school against future cost pressures.
A 4.1 do not specify a timescale for the use of balances, but does apply a check that they are being used in accordance with the plan.
Q 7.3 CITS Construction Industry Taxation Scheme
It is incorrect or mis-leading to say that schools must adopt the procedures issued by the Local Authority in connection with CITS.
The attached Gov.uk link shows that payments by a Headteacher or Governing Body of a maintained school on behalf of an LEA (sic) are excluded:
https://www.gov.uk/what-you-must-do-as-a-cis-contractor/who-is-covered-by-cis
A Statutory guidance says that the scheme should contain a provision requiring schools to abide by procedures issued by the authority in connection with CIS. We will ensure the LA’s procedures are published on the Hub.
Q 8.5 Payment, Invoicing & Dispute Arrangements
Current practice since the introduction of WF Traded Services web-site has been to invoice for annual costs on a termly basis in order to assist schools with cash-flow. It would be appropriate for this to be reflected in this section.
A 8.5.1 States that the details of charging will be provided within each SLA.
Q Annexe 2 Best Value & Schools 3d) still refers to LEA instead of LA
A This has been corrected Page 5
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Q Annexe 3 Schools Covered by the Scheme – Updated November 2018 School has changed its name. Please correct listing
A This has been corrected
Q Annexe 4 Use of Banks & Building Societies Priority 2 – Spread of funds
To suggest that where balances are in excess of £50,000 funds should be placed with more than one institution is impractical given that the average secondary monthly budget share is £400,000. This needs to be removed or significantly amended.
A If you would like to submit a business case demonstrating how it is impractical to minimize risk by spread of funds the LA will consider the merits of the business case before making an exception. This will include the proposed use of balances.
Q Annexe 7 School Bank Account Scheme
Whilst it is accepted that the Local Authority as “owner” of the school’s delegated budget should be aware of the existence and placing of the school’s primary Bank Account it is believed to be an unnecessary burden to require them to up-date bank signatory details.
Indeed it would be extremely cumbersome if schools were required to advice details of each term deposit made in order to gain a little interest on short term deposits.
It is requested that the SBAS is revised to remove these two unnecessary requirements, neither of which give the Local Authority any greater control over these funds, (monitoring of which would cause work-load problems for the LA given current staffing levels.
A If you would like to submit a business case demonstrating why this is a unreasonable burden the LA will consider the merits of the business case before making an exception. There have been several times when the LA having the information on signatories has been important especially with changes in school leadership and business management.
Q Annexe 9
Given the national adoption of the CFR reporting structure and that HCSS is adopted by a significant number of Waltham Forest schools it would seem logical to utilise the HCSS five-year budget report format for multi-year budget production.
A Annex 9 is a pro forma it is not a prescribed format
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97 Q Annexe 11 Table of Procurement Thresholds
As in the Model Financial Regulations there is no separate details for “Method of completion of contract” for contracts over £100,000 although it clearly appears there should be. Can the appropriate text be inserted so that schools have full and correct guidance?
A This has been added
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98 Scheme for Financing Schools 2019
London Borough of Waltham Forest
2019
SCHEME FOR FINANCING SCHOOLS
Strategic Director Finance and Governance and Deputy Chief Executive, Families and Homes
London Borough of Waltham Forest Town Hall Forest Road, Walthamstow, London E17 4JF
Updated February 2019
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Contents Page SECTION 1: INTRODUCTION 6 1.1 The Funding Framework 6 1.2 Role of the Scheme 6 1.3 Schools Covered by the Scheme 6 1.4 Publication of the Scheme 6 1.5 Revision of the Scheme 7 1.6 Delegation of powers to the Head Teacher 7 1.7 Maintenance of Schools 7
SECTION 2: FINANCIAL CONTROL 8 2.1 Application of Financial Controls to Schools 8 2.2 Provision of Financial Information and Reports 8 2.3 Control of Assets 8 2.4 Accounting Policies (including year-end procedures) 9 2.5 Writing off Debts 9 2.6 Basis of Accounting 9 2.7 Submission of Budget Plans 9 2.8 Efficiency and Value for Money 11 2.9 Virement 11 2.10 Audit: General 11 2.11 Separate External Audits 12 2.12 Audit of Voluntary and Private Funds 12 2.13 Register of Business Interests 12 2.14 Purchasing, Tendering and Contracting Requirements 12 2.15 Application of Contracts to Schools 13 2.16 Central Funds and Earmarking 14 2.17 Spending for the purposes of the school 14 2.18 Capital spending from budget shares 15 2.19 Notice of Concern 15 2.20 Schools Financial Value Standard (SFVS) 17 2.21 Fraud 17
SECTION 3: INSTALMENTS OF THE BUDGET SHARE 18 3.1 Bank and building society accounts 18 3.2 Restrictions on accounts 18 3.3 Frequency of instalments 19 3.4 Proportion of budget share payable at each instalment 19 3.5 Interest on balances 20 3.6 Interest on late budget share payments 20
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3.7 Budget shares for closing schools 20 3.8 Borrowing by schools 20 3.9 Leasing and Other Credit Arrangements 21 3.10 Other Provisions 21
SECTION 4: THE TREATMENT OF SURPLUS AND DEFICIT BALANCES ARISING IN RELATION TO BUDGET SHARES 22 4.1 The right to carry forward surplus balances 22 4.2 Obligation to carry forward deficit balances 22 4.3 Licensed deficit budgets 22 4.4 Writing off deficits 23 4.5 Balances of closing and amalgamating schools 23
SECTION 5: INCOME 24 5.1 General 24 5.2 Income from lettings 24 5.3 Income from fees and charges 24 5.4 Income from fund-raising activities 24 5.5 Income from the sale of assets 24 5.6 Purposes for which income may be used 25
SECTION 6: THE CHARGING OF SCHOOL BUDGET SHARES 26 6.1 General provision 26 6.2 Circumstances in which charges may be made 26
SECTION 7: TAXATION 29 7.1 Value Added Tax 29 7.2 Administration of Value Added Tax. 29 7.3 CITS (Construction Industry Taxation Scheme) 30
SECTION 8: THE PROVISION OF SERVICES AND FACILITIES BY THE LOCAL AUTHORITY 31 8.1 Provision of services from centrally retained budgets 31 8.2 Timescales for the provision of services bought back from the Local Authority using delegated budgets 31 8.3 Packaging 31 8.4 Service level agreements 32 8.5 Payments and Invoicing Disputes Arrangements 32
SECTION 9: PRIVATE FINANCE INITIATIVE (PFI) 34
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SECTION 10: INSURANCE 35 10.1 Insurance Cover 35
SECTION 11: MISCELLANEOUS 36 11.1 Right of access to information 36 11.2 Liability of governors 36 11.3 Governors' expenses 36 11.4 Responsibility for legal costs 37 11.5 Health and Safety 37 11.6 Right of attendance for the Chief Finance Officer 37 11.7 Delegation to new schools 37 11.8 Special Educational Needs 38 11.9 Child Protection 38 11.10 Data Protection 38 11.11 ‘Whistle blowing’ 38 11.12 Duty to provide information to Teachers Pensions 38 11.13 Redundancy /Early Retirement costs 39
SECTION 12: RESPONSIBILITY FOR REPAIRS AND MAINTENANCE 40 12.1 Delegation 40 12.2 Respective Responsibilities 40 12.3 Voluntary Aided Schools 40
SECTION 13: POWER TO PROVIDE COMMUNITY SERVICES 41 13.1 Introduction 41 13.2 Prohibitions, restrictions and limitations 42 13.3 Consultation with the LA – financial aspects 42 13.4 Funding agreements 43 13.5 Supply of financial information 43 13.6 Audit 44 13.7 Treatment of income and surpluses 44 13.8 Health and safety matters 45 13.9 Insurance 45 13.10 Taxation 46 13.11 Banking 46
ANNEX 1 – Funding Framework – The Main Features 48 ANNEX 2 – Best Value 50 ANNEX 3 - Schools Covered by the Scheme - updated November 2018 52
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ANNEX 4 – Bank and Building Societies 54 ANNEX 5 – Power to Provide Community Services – Consultation with LA 56 ANNEX 6 – Guidance for Schools Facing Financial Challenges 59 ANNEX 7- Form SBAS (School Bank Account Scheme) 62 ANNEX 8 – Responsibility for Redundancy and Early Retirement 63 ANNEX 9 – Three Year Budget Template 66 ANNEX 10 Invoice Disputes Arrangements 67 ANNEX 11 – Procurement Thresholds 68
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SECTION 1: INTRODUCTION
1.1 The Funding Framework 1.1.1 The Funding Framework which replaced Local Management of Schools is based on the provisions contained in the School Standards and Framework Act 1998 (SSFA). A brief outline is provided in Annex 1. 1.1.2 The financial controls within which delegation operates have to be set out in a Scheme made in accordance with Section 48 of the Act and approved by the Secretary of State. 1.2 Role of the Scheme 1.2.1 The Scheme sets out the financial relationship between London Borough of Waltham Forest Council (the Local Authority or LA) and the maintained schools which it funds. The Scheme contains requirements relating to financial management and associated issues, binding on both the LA and on schools. 1.2.2 In addition, the LA will issue more detailed guidance on a number of issues to which the Governing Bodies (GBs) will need to have regard in the management of their budgets. These are referred to in the Scheme, as appropriate. 1.3 Schools Covered by the Scheme 1.3.1 The Scheme applies in respect of all community, voluntary aided, voluntary controlled, foundation, community special or foundation special schools and pupil referral units (PRUs) maintained by the LA. 1.3.2 A list of schools is attached for information at Annex 3. 1.4 Publication of the Scheme 1.4.1 A copy of the Waltham Forest Scheme for Financing Schools is publicly available and accessible via the Council website at https://www.walthamforest.gov.uk/content/council-finances
1.4.2 The latest scheme will also be available on The Hub. 1.4.3 Any revised versions of the Scheme will be made publicly available by the date that they come into force and will state the date that the revised Scheme came into force.
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1.5 Revision of the Scheme 1.5.1 Any proposed revisions to the scheme will be subject to consultation with the GB and Head Teacher of every school maintained by the authority before they are submitted to the Schools’ Forum for approval. 1.5.2 All proposed revisions must be submitted to the schools forum for approval by members of the forum representing maintained schools. Where the schools forum does not approve them or approves them subject to modifications which are not acceptable to the authority, the authority may apply to the Secretary of State for approval. 1.6 Delegation of powers to the Head teacher 1.6.1 The GB of each school must approve the first formal annual budget plan of each financial year. If it wishes, the GB may delegate approval of the annual budget to a committee of the GB. The GB should also consider the extent to which it wishes to delegate its financial powers to the Head Teacher. These powers (and any revisions) are to be stated in the school's financial procedures and are also to be recorded in the minutes of the GB. 1.6.2 The approved (ratified) budget must be submitted to the LA (Education Finance) no later than the 15th May each year. The budget should also include forecasted income and expenditure for the following 2 years. 1.7 Maintenance of Schools 1.7.1 The LA is responsible for maintaining the schools covered by the scheme, and this includes the duty of defraying all the expenses of maintaining them (except in the case of a voluntary aided school where some of the expenses are, by statute, payable by the GB). Part of the way the LA maintains schools is through the funding system put in place under sections 45 to 53 of the School Standards and framework Act 1998.
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SECTION 2: FINANCIAL CONTROL
2.1 Application of financial controls to schools 2.1.1 Schools must follow the LA’s requirements on financial controls and monitoring in the management of their delegated budgets. Some of these requirements are included in this document and others exist in detailed guidance notes issued on specific services. Schools may prepare their own Finance Manuals to be used in place of the LA’s Financial Regulations, Standing Orders and procedure notes but approval for their use will be at the sole discretion of the Chief Finance Officer. 2.2 Provision of financial information and reports 2.2.1 Schools are required to provide the LA details of anticipated and actual income and expenditure in a form and time determined by the LA. However, submission of such details are not required more often than once every three months except for those connected with tax or banking reconciliation unless the LA has notified the school in writing that in its view the school’s financial position requires more frequent submission or the school is in its first year of operation. 2.2.2 Schools must submit quarterly budget monitoring reports in a specified format no later than 2 weeks after the end of the quarter. The forecasted income and expenditure must be realistic and schools will be requested to explain major variances between the submissions. (Including between quarter 3 and the outturn) 2.2.3 The submissions must also include the latest bank reconciliation carried out, including a copy of the bank statement which shows the closing balance that is being reconciled to. 2.3 Control of Assets 2.3.1 Each school is responsible for the safe custody and control of equipment and other assets and the maintenance of an inventory. Guidance notes on the maintenance of the inventory and the procedures to be adopted when disposing of assets should be followed.
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2.4 Accounting Policies (including year-end procedures) 2.4.1 The LA has adopted the Chartered Institute of Public Finance and Accountancy (CIPFA) code of recommended practice. An integral part is that accounts are maintained on an accruals basis rather than a cash basis (this means the cost of supplies and services etc. are accounted for in the period during which they were consumed or received. Similarly receipts from fees, charges rents etc. must be accounted for in the period to which they relate). Therefore reports and accounts of schools must be submitted on a similar basis. 2.4.2 Schools must submit a summary outturn (SSO) of their financial position, in a specified format, no later than the last Friday in April. The information requested will be consistent with DFE’s CFR requirements and other information required for consolidation into the LA’s accounts. 2.4.3 Each year the Chief Finance Officer will issue guidance on the procedures and timescales to be followed at the end of the financial year for the closure of accounts. 2.5 Writing off Debts 2.5.1 Head Teachers are permitted to write off debts, subject to them reporting exercising such delegation to the Schools GB. Any debts written off will be charged to the School’s revenue account. 2.5.2 A record of all debts written off, together with reasons, must be maintained and made available to the Chief Finance Officer upon request. Where debts become a significant issue for a School, advice should be sought from the Chief Finance Officer about establishing a bad debt provision. 2.5.3 Schools should avoid offering credit, if credit terms are to be considered schools should consult with the Chief Finance Officer. 2.6 Basis of Accounting 2.6.1 Reports and accounts that are submitted to the LA must be prepared on an accruals basis, taking account of creditors and debtors. 2.7 Submission of Budget Plans 2.7.1 Each year schools must submit their ratified budget plan including details of the proposed use of estimated surplus balances to the LA
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by 15th May showing its intentions for expenditure in the current financial year and the assumptions underpinning the budget plan. The budget plan must be signed by the Chair of the GB (or Chair of the relevant Committee if a Committee of the GB has delegated powers to approve the budget) and the amount approved recorded in the minutes of the meeting where the budget was approved. 2.7.2 Any revisions to budget plans should be reported to the Authority as part of the quarterly monitoring cycle. The format of the budget plan is as prescribed in the annual budget planning guidance note sent to schools in March each year. 2.7.3 The Authority will supply all maintained schools with all income and expenditure data which it holds which is necessary for efficient planning by schools. In particular: • A statement of resources allocated to schools (the budget share) • Estimated Pupil Premium Grant • Estimated Early Years Funding • Anticipated 6th Form Funding • Anticipated High Needs Funding 2.7.4 Schools should take full account of estimated deficits/surpluses at the previous 31 March in their budget plan. 2.7.5 It is recognised that schools are facing increasing financial challenges. It is therefore imperative that schools plan their resources effectively, including having sufficient reserves to cover unforeseen circumstances. 2.7.6 The recommended levels of reserves are 3% of budget share for primary schools and 2% for secondary. If reserves are being utilised to fund ongoing revenue commitments, (rather than one off investments) then schools must prepare outline financial plans for the following 3 years. A pro-forma for this purpose is shown in Annex 9. These plans must include anticipated pupil numbers for future years. It is recognised that plans over a 3 year period must be done at high level and the pro-forma in Annex 9 recognises this.
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2.8 Efficiency and Value for Money 2.8.1 Schools must seek to achieve efficiencies and value for money, to optimise the use of their resources and to invest in teaching and learning, taking into account the Authority’s purchasing, tendering and contracting requirements outlined in section 2.10. 2.8.2 It is for Head Teachers and governors to determine at school level how to secure better value for money. 2.8.3 There are significant variations in efficiency between similar schools, and so it is important for schools to review their current expenditure, compare it to other schools, and think about how to make improvements. 2.8.4 Further guidance on achieving best value can be found in Annex 2. 2.9 Virement 2.9.1 Schools may transfer (vire) funds freely between budget heads during the course of the financial year to reflect changes in spending plans and actual spending. Changes which are approved by a committee of the GB or Head Teacher should be in line with the level of delegation approved by the GB in its Scheme of Delegation. Any such changes should be reported to the Chief Finance Officer on request and records should be retained of all such changes. 2.9.2 Schools should not vire earmarked funds for other purposes without the prior approval of the LA (see para 2.16). 2.10 Audit: General 2.10.1 All schools are within the Internal and External Audit regime determined by the Chief Finance Officer and the Head of Internal Audit and Anti-Fraud. Waltham Forest follows an agreed cycle of themed audits across schools. Schools can request internal audits to be carried out as part of the LAs traded service offer. Where deemed appropriate, Internal Audit will schedule and carry out reviews of schools’ critical systems in addition to themed audits. 2.10.2 Schools must provide access to the school’s records for both internal and external auditors. In the case of external audits, this is particularly relevant at year end when external auditors carry out random checks as part of their assurance tests. In these
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circumstances information will need to be provided in relatively short timescales. 2.11 Separate External Audits 2.11.1 Schools’ GB may spend funds from its budget share to obtain external audit certification of its accounts, separate from any LA internal or external audit process if they so wish. However, there is no expectation or legal obligation for schools to do so. 2.12 Audit of Voluntary and Private Funds 2.12.1 Schools must be able to provide year-end audit certificates in respect of voluntary and private funds held by schools and of the accounts of any trading organisations controlled by the school. 2.12.2 All non-public funds must be audited on an annual basis by a person approved by the GB who is independent of that fund. The governors must receive annually the audited statement of the school fund and any other voluntary funds held within the school and must formally minute the balances. 2.13 Register of Business Interests 2.13.1 The GB of each school is required to hold a register which lists for each member of the GB and the Head Teacher:- • Any business interests, they or any member of their immediate family have; • Details of any other educational establishments that they govern; and • Any relationships between school staff and members of the GB; 2.13.2 The register must be kept up to date with notification of changes and through annual review of entries. This register must be available for inspection by governors, staff, parents, auditors and the LA. The register must also be published on a publicly accessible website. 2.14 Purchasing, Tendering and Contracting Requirements 2.14.1 Schools are required to abide by the LA's financial regulations and Contract Procedure Rules in purchasing, tendering and contracting matters, including leasing. This includes a requirement to assess in advance, where relevant, the health and safety competence of
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contractors, taking account of the LA’s policies and procedures. Nothing within these requirements shall be construed as requiring schools to: a) Do anything incompatible with any of the provisions of this Scheme for Financing Schools, or any statutory provision, or any EU Procurement Directive; b) Seek LA officer countersignature for any contract for goods or services; or c) Select suppliers only from an approved list. 2.14.2 The Governing Board/ Head Teacher must ensure that they consider quality, economy and efficiency when purchasing supplies, goods, equipment, services and works. In respect of procedures to be followed with reference to contract value See Annex 11. 2.14.3 Although Governing Boards are empowered to enter into contracts in their own right (Education Act 2002, Paragraph 3 of Schedule 1), and also may do so where they have a clear statutory obligation (e.g. contracts made by Aided or Foundation Schools for the employment of staff), in most cases they do so on behalf of the LA as maintainer of the School and the owner of the funds in the budget share. It is a particular government requirement that all Schools shall approve and abide by both Financial Regulations and Contract Procedure Rules. 2.14.4 A table demonstrating procedures to be followed according to contract values is given in Annex 11. 2.15 Application of Contracts to Schools 2.15.1 Schools have a right to opt out of LA-arranged contracts except where they have voluntarily agreed to be bound to the terms and conditions of a particular contract(s). 2.15.2 Although the GB is empowered to enter into contracts, in most cases they do so on behalf of the LA as a maintainer of the school and the owner of the funds in the budget share. Other contracts may be solely on behalf of the GB, when the GB has clear statutory obligations – for example, contracts made by voluntary aided or foundation schools for the employment of staff.
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2.16 Central Funds and Earmarking 2.16.1 The LA may from time to time make sums available to schools from central funds, in the form of allocations which are additional to and separate from the schools' budget shares e.g. sums for SEN or EDP initiatives. 2.16.2 Any such earmarked funding from centrally retained funds is to be spent only on the purposes for which it is given, or on other budget heads for which earmarked funding is given, and is not to be vired into the budget share. Schools should ensure that separate funds are entered onto their own financial management systems and that all expenditure charged to these allocations can be accounted for to demonstrate that the funds are only spent for the purpose for which they were allocated. 2.16.3 The LA cannot make any deduction, in respect of interest costs to the Authority, from payments to schools of devolved specific or special grant. 2.17 Spending for the Purposes of the School 2.17.1 In accordance with section 50(3) of the SSFA the GB is authorised to spend the budget share for the purposes of the school subject to the provisions contained in this scheme and any regulations issued by the Secretary of State. By virtue of section 50(3A) (which came into force on 1st April 2011), amounts spent by the GB on community facilities or services under section 27 of the Education Act 2002 will be treated as if spent for any purposes of the school. 2.17.2 Under Section 50(3) (b) the Secretary of State may prescribe additional purposes for which expenditure of the budget share may occur. This has been done in the School Budget Share (prescribed purposes) (England) Regulations 2002 (S1 2002/378), which have been amended by School Budget Shares (prescribed Purposes) (England) (Amendment) Regulations 2010 (SI 2010/19). These allow schools to spend their budgets on pupils who are on the roll of other maintained schools or academies.
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2.17.3 The GB may not incur expenditure from the school budget for purposes which are properly the responsibility of other agencies.
2.18 Capital Spending from Budget Shares 2.18.1 The GB is free to use their budget shares to meet the cost of capital expenditure on the school premises. This includes expenditure by the GB of a voluntary aided school on work which is their responsibility under paragraph 3 of Schedule 3 of the SSAF Act 1998. 2.18.2 However, if the expected capital expenditure in any one year will exceed £20,000 the GB must notify the Authority and take into account any advice from the Deputy Chief Executive, Families and Homes or from the Chief Finance Officer, as appropriate, as to the merits and implications (e.g. on VAT recovery) of the proposed expenditure. If the premises are owned by the Authority or the school has voluntary controlled status, then the GB should seek the consent of the Authority to the proposed works but such consent can be withheld only on health and safety grounds. 2.19 Notice of Concern 2.19.1 The Authority may issue a notice of concern to the GB of any school it maintains where, in the opinion of the Chief Finance Officer and the Deputy Chief Executive, Families and Homes, the school has failed to comply with any provisions of the scheme, or, where actions need to be taken to safeguard the financial position of the Authority or the school. 2.19.2 Such a notice will set out the reasons and evidence for it being made and may place on the GB restrictions, limitations or prohibitions in relation to the management of funds delegated to it. These may include: • Insisting that relevant staff undertake appropriate training to address any identified weaknesses in the financial management of the school; • Insisting that appropriately trained staffs are appointed to undertake tasks relating to the financial management of the
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school. Such appointments maybe temporary or permanent. These appointments will be at the expense of the school. • Insisting that an appropriately trained/qualified person chairs the Finance Committee of the GB; • Placing more stringent restrictions or conditions on the day to day financial management of a school that the scheme requires for all schools – such as the provision of monthly accounts to the LA; • Insisting on regular financial monitoring meetings at the school attended by LA officers • Imposing restrictions or limitations on the manner in which a school manages extended school activity funded from within its delegated budget share – for example by requiring a school to submit income projections and/or financial monitoring reports on such activities. • Withdrawing a schools bank account facility, where it is deemed a school is unable to manage a bank account. (e.g. failure to carry out regular and accurate bank reconciliations) 2.19.3 The rationale for issuing a notice and determining the requirements included within it, are to safeguard the financial position of the LA and/or the School. Where the LA issues a Notice of Concern, the notice will be withdrawn once the Governing Board has complied with the requirements it imposes. 2.19.4 The circumstances in which a notice may be issued would include: • Schools in deficit, where the school has failed to take appropriate and timely action to address the deficit and to follow the requirements of a licenced deficit, and to keep the LA informed on the progress in achieving the deficit recovery plan submitted; • Schools having consistently high carry forward balances, with no relevant plans for using these; • Schools failing to complete the SFVS as required; • Schools with limited or nil assurance audit opinions who have failed to take appropriate and timely action regarding the issues
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identified in relation to financial management within the audit report issued. • Schools not completing their financial returns on a timely and/or accurate basis. 2.19.5 It is imperative that schools appoint appropriately trained finance staff in order to comply with the provisions of this scheme. Failure to do so can result in a Notice being issued and schools having to bear additional staffing costs. 2.19.6 Any dispute between the LA and the school issued with a Notice of Concern, regarding any aspect of the notice, will be referred to the LA’s Chief Finance Officer for resolution 2.20 Schools Financial Value Standard (SFVS) 2.20.1 All LA maintained schools (including nursery schools and Pupil Referral Units (PRUs) that have a delegated budget) must demonstrate compliance with the Schools Financial Value Standard (SFVS) and complete the assessment form on an annual basis. 2.20.2 Governors must demonstrate compliance through the submission of the SFVS assessment form signed by the Chair of Governors. The form must include a summary of remedial actions with a clear timetable, ensuring that each action has a specified deadline and an agreed owner. Governors must monitor the progress of these actions to ensure that all actions are cleared within specified deadlines. 2.20.3 All maintained schools with a delegated budget must submit the form to the LA before 31 March and annually thereafter. 2.21 Fraud 2.21.1 All Schools must have a robust system of controls to safeguard themselves against fraudulent and improper use of public money and assets. 2.21.2 The GB and Head Teacher must inform all staff of school policies and procedures related to fraud and theft, the controls in place to prevent them; and the consequences of breaching these controls. This information must also be included in induction for new school staff and governors.
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SECTION 3: INSTALMENTS OF THE BUDGET SHARE, BANKING ARRANGEMENTS, TREASURY MANAGEMENT
The LA has adopted the CIPFA Code of Practice for Treasury Management.
For the purposes of this section, Budget Share includes school block, place- led and top-up funding for schools or pupil referral units.
3.1 Bank and Building Society Accounts 3.1.1 Details of any bank account to be used by schools must be provided to the Chief Finance Officer and certified by the Head Teacher and Chair of the GB. The appropriate form for recording this is SBAS and this is provided at Annex 7. 3.2 Restrictions on Accounts 3.2.1 Schools may only open a bank account(s) with a bank or building society which is on the Authority's approved list, consistent with the Authority’s Treasury Management policy; the current approved list is attached at Annex 7. The GB is free to use one or more approved institutions for the operation of banking arrangements and are free to choose the number and nature of the accounts held with those institutions (but see section 3.5 below). The account into which the budget share is to be paid should have same day banking facilities. 3.2.2 Schools may open bank accounts for budget share purposes in their own name rather than the name of the Authority. However, schools must ensure that they follow Financial Regulations, Contract Procedure Rules and any other guidance issued in relation to management of bank accounts held either in their own name or in the name of the Authority. 3.2.3 Schools must not at any time have an overdrawn bank balance. 3.2.4 If a school has an account for school budget purposes which is in the name of the school rather than the Authority, the account mandate should provide that the Authority is the owner of the funds in the account; that it is entitled to receive statements; and that it can take
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control of the account if the school’s right to a delegated budget is suspended by the Authority. 3.3 Frequency of Instalments 3.3.1 For schools operating their own bank account the budget share will be made available to the GB in monthly instalments throughout the financial year. Cleared funds will be made available by the 16th of each month or earlier if this is a non-banking day. The LA will reimburse costs arising for late payments, so long as no act or omission by a school caused the delay. 3.3.2 Money paid by the LA and held in such accounts remains LA property until spent (S49 (5) of the SSFA). 3.3.3 For schools in a deficit position advances will be calculated on the basis of the agreed budget share plus the deficit quoted in the formal signed deficit agreement. 3.3.4 Where a school is not in a deficit position but has a particular cash flow problem at some time during the year, the profile of payments for advances can be adjusted subject to the approval of the Chief Finance Officer. 3.4 Proportion of Budget Share Payable at Each Instalment 3.4.1 The LA will normally pay the budget share in equal monthly instalments. 3.4.2 The calculation is the annual amounts of (Budget Share + Pupil Premium Grant + 6th Form Funding + Growth Fund Payments - De- delegation-PRU Contributions-PFI Contributions.)/12. 3.4.3 Payments for high needs students are paid each month according to the school days in the month, for which the pupils were on roll. High Needs payments are specific to individual pupils and therefore it is necessary to only pay for the days those pupils were at the school. This however has an adverse impact on schools cash flow. To compensate for this mainstream schools are given a cash advance of 10% each April. This cash advance will be recovered in seven equal instalments from September to March. For the Special schools and PRU 2 cash advances will be given, one in April and one in September. These advances will be recovered in the following March.
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These are cash advances and not budget payments. They must not be treated as income by schools. 3.4.4 Payments for early years pupils are also paid monthly. These are paid via termly census and calculated using the EYSFF for that particular term. 3.5 Interest on Balances 3.5.1 Schools may retain any interest earned from their external bank account. 3.5.2 Any unspent budget share in an external bank account cannot be used to make a time deposit greater than 364 days; such deposits should only be made with the institutions on the LA’s approved list. 3.6 Interest on Late Budget Share Payments 3.6.1 The Authority will add interest to late payments of budget share instalments, where such late payment is the result of Authority error. The interest rate used will be in line with Council’s average deposit rate. 3.7 Budget Shares for Closing Schools 3.7.1 Where approval for discontinuation of a school has been secured, budget shares will be made available for that school in equal monthly instalments until closure unless the school can prove that money is needed in greater instalments so as not to be detrimental to the operation of the school. 3.8 Borrowing by schools 3.8.1 Schools may borrow only with the written permission of the Secretary of State. 3.8.2 This requirement does not apply to Trustees and Foundations, whose borrowing, as private bodies, makes no impact on Government accounts. These debts may not be serviced directly from delegated budgets, but the GB are free to charge for a service which the Trustees or Foundation are able to provide as a consequence of their own borrowing. The GB does not act as agents for the Authority when repaying loans.
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3.9 Leasing and Other Credit Arrangements 3.9.1 Schools may enter into operating leases but are not permitted to enter into any finance lease or other credit arrangements without the permission of the Secretary of State. Advice on any type of lease must be sort from the Treasury Management Section. All lease arrangements must be authorised by the Chief Finance Officer 3.9.2 It is acknowledged that it can be difficult to differentiate between operating and finance leases. However, schools need to exercise caution when leasing assets as it is usually an expensive way of borrowing. 3.9.3 Schools must ensure that lease rentals in any one year are less than 2.5% of their annual Budget allocation and should consider more efficient ways of purchasing assets such as a temporary loan from the Council. 3.10 Other Provisions 3.10.1 Separate bank accounts should be operated for private and voluntary funds administered by the school. 3.10.2 The day to day operation of school bank accounts must comply with procedures and guidance laid down by the Chief Finance Officer in accordance with his statutory duties and responsibilities under the Local Government Acts. Where there is substantial or persistent failure to comply with such procedures and guidance the Chief Finance Officer has the authority to suspend the external bank account arrangements until the position is rectified to his satisfaction.
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SECTION 4: THE TREATMENT OF SURPLUS AND DEFICIT BALANCES ARISING IN RELATION TO BUDGET SHARES
4.1 The Right to Carry Forward Surplus Balances 4.1.1 Any underspends against the total budget share, as determined in the LA's final accounts and published under Section 251 of the Act, will be carried forward automatically to the following financial year. 4.1.2 A school's surplus balance at 1 April will be equal to that at 31 March, (i.e. that amount shown in the out-turn statement published under s251). 4.1.3 All schools with balances that exceed the recommended maximum (3% Primary and Special Schools, 2% Secondary Schools) are requested to submit information detailing how they have accrued the balances and how they intend to utilise them. The information will be requested during the Autumn Term. The final accounts will be scrutinised to ensure that these balances have been used as intended. 4.2 Obligation to Carry Forward Deficit Balances 4.2.1 Schools will carry forward deficit balances from one financial year to the next. 4.2.2 A school's deficit balance at 1 April will be equal to that at 31 March, (i.e. that amount shown in the out-turn statement published under s251) 4.3 Licensed Deficit Budgets 4.3.1 The GB should not plan a deficit budget, after taking into account carried forward balances. In the event of an unplanned deficit arising during a financial year, schools will be required to make good such a deficit in the following financial year and should allow for that in their budget plans. This is known as a balanced budget. 4.3.2 Exceptionally, where schools demonstrate that a balanced budget within the next financial year can only be achieved to the severe detriment of the functions of the school, the Corporate Director of Children Families and Homes and the Chief Finance Officer may
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approve plans to achieve a balanced budget over a short period of time. 4.3.3 The Procedures to be followed between the LA and Schools should a deficit budget be likely to arise in the future financial year are shown at Annex 6 to this document. 4.4 Writing off Deficits 4.4.1 The Authority cannot write off the deficit balance of any school. 4.4.2 Where the authority gives assistance towards elimination of a deficit balance this will be done through the allocation of a cash sum, from the authority’s schools budget (from a centrally held budget specified for the purpose of expenditure on special schools and pupil referral units in financial difficulty or, in respect of mainstream maintained schools, from a de-delegated contingency budget where this has been agreed by Schools Forum). 4.5 Balances of Closing and Amalgamating Schools 4.5.1 When a school closes, any balance (whether surplus or deficit) will revert to the LA; it cannot be transferred as a balance to any other school, even where the school is a successor to the closing school, except that a surplus transfers to an academy where a school converts to academy status under section 4(1) (a) of the Academies Act 2010.
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SECTION 5: INCOME
5.1 General 5.1.1 All Schools must account for all income received by their establishment which is to be credited to their school budget or to the LA, in accordance with the LA’s "Financial Regulations for Schools" and any supplementary guidance issued. 5.2 Income from Lettings 5.2.1 Income generated from lettings of the school premises belongs to the school. Schools can cross-subsidise lettings for community and voluntary use with income from other lettings, provided there is no net cost to the budget share and the GB is satisfied that this will not interfere to a significant extent with the performance of any duties imposed on them by the Education Acts including the requirement to conduct the school with a view to promoting high standards of educational achievement. 5.2.2 Schools are required to have regard to directions issued by the LA as to the use of school premises, as permitted under the SSFA for various categories of Schools. 5.2.3 The income from lettings of school premises should not normally be payable into voluntary or private funds held by the school. 5.3 Income from Fees and Charges 5.3.1 Income generated from fees and charges belongs to the school, except where a service is provided by the LA from centrally retained funds. However, schools must have regard to any policy statements on charging produced by the LA. 5.4 Income from Fund-Raising Activities 5.4.1 Income generated from fund-raising activities belongs to the school. Where such activities have created a charge against the school budget, this charge must be reimbursed before the balance of income is credited to the unofficial fund. 5.5 Income from the Sale of Assets 5.5.1 Schools are allowed to retain the proceeds of sale of assets except in cases where the asset was purchased with non-delegated funds (in
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which case the LA will decide whether the school should retain the proceeds) or the asset concerned is land or building forming part of the school premises and is owned by the LA. Details on disposal of assets are documented within the Financial Regulations. 5.6 Purposes for which Income may be used 5.6.1 Income retained by the GB from the sale of assets may only be spent for the purposes of the school.
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SECTION 6: THE CHARGING OF SCHOOL BUDGET SHARES
6.1 General Provision 6.1.1 The LA may charge the budget share of a school without the consent of the GB only in circumstances expressly permitted by the Scheme. The LA will consult schools as to the intention to charge and will notify schools when it has been made. 6.1.2 Actual costs will normally be charged to school budgets for all items (including salaries of school based staff) but in some cases, for example where premises are shared with other users, apportionments of actual expenditure between users will be made. 6.1.13 Local authorities may de-delegate funding for permitted services without the express permission of the GB, provided this has been approved by the appropriate phase representatives of the Schools Forum. 6.2 Circumstances in which charges may be made 6.2.1 Where retirement and/or redundancy costs have been incurred without the prior written agreement of the LA to bear such costs (the amount chargeable being only the excess over any amount agreed by the LA); 6.2.2 Other expenditure incurred to secure resignations where the school had not followed LA advice; 6.2.3 Awards by courts and employment tribunals against the LA, or any out of court settlements, arising from action or inaction by the GB contrary to the LA's advice 6.2.4 Expenditure by the LA in carrying out health and safety work or capital expenditure for which the LA is liable where funds have been delegated to the GB for such work, but the GB has failed to carry out the required work. 6.2.5 Expenditure by the LA incurred in making good defects in building work financed from budget shares, where the premises are owned by the LA, or the School has voluntary controlled status. 6.2.6 Expenditure incurred by the LA in insuring its own interests in a school where funding has been delegated but the school has failed to
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demonstrate that it has arranged cover at least as good as that which would be arranged by the LA; 6.2.7 Recovery of monies due from a school for services provided to the school, where a dispute over the monies due has been referred to a disputes procedure set out in a service level agreement, and the result is that monies are owed by the school to the LA; 6.2.8 Recovery of penalties imposed on the LA by the Board of Inland Revenue, the Contributions Agency, HM Revenue and Customs, Teachers’ Pensions, the Environment Agency or other regulatory authorities as a result of a school negligence; 6.2.9 Correction of LA errors in calculating charges to a budget share; 6.2.10 Additional transport costs incurred by the LA arising from decisions by the GB on the length of the school day, and failure to notify the LA of non-pupil days resulting in unnecessary transport costs; 6.2.11 Legal, audit and other costs that are incurred by the LA because the GB did not accept the advice of the LA" 6.2.12 Costs of necessary health and safety training for staff employed by the LA, where funding for training had been delegated but the necessary training not carried out. The LA can direct schools to release staff for health and safety training and charge the school for any relevant training provided, that the LA believes to be appropriate, to enable schools to implement the Council’s Health and Safety Policies. 6.2.13 Compensation paid to a lender where a school enters into a contract for borrowing beyond its legal powers, and the contract is of no effect; 6.2.14 Recovery of amounts spent from specific grants on ineligible purposes 6.2.15 Costs incurred by the LA as a result of the GB being in breach of the terms of a contract 6.2.16 Where delegation has been suspended at a school, the LA may charge such costs as it considered appropriate to the school budget share in discharging its responsibilities for running the school; 6.2.17 Where consequential costs arise from capital expenditure undertaken at the school by the GB, the LA may charge these costs to the budget
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share where such consequential costs have not been agreed in advance by the LA. 6.2.18 Essential capital expenditure incurred by the LA arising from deficiencies in the repair and maintenance programme undertaken by the GB. 6.2.19 Where schools have failed to demonstrate that amounts spent from specific grants are for eligible purposes. This will apply in particular to any specific grant allocation where failure of a GB to produce adequate records leads to a grant claim being disallowed by the LA’s external auditor. 6.2.20 Expenditure incurred by the LA in the event of any failure on the part of the GB in meeting statutory or contractual obligations where those obligations have been entered into voluntarily or where the scheme binds the school to them. 6.2.21 Amounts agreed under a PFI / PPP agreement entered into by the GB of a school (see section 9). 6.2.22 Cost of work done in respect of teacher pension remittance and records for schools using non LA payroll contractors, the charge to be the minimum needed to meet the cost of the LA’s compliance with its statutory obligations; 6.2.23 Costs incurred by the LA in securing provision specified in a statement of SEN / EHC Plan, where the GB of a school fails to secure such provision despite the delegation of funds in respect of low cost high incidence SEN and/or specific funding for a pupil with High Needs. 6.2.24 Costs incurred by the LA due to submission by the school of incorrect data. 6.2.25 Costs incurred by the LA in obtaining financial information from schools which are in deficit and have failed to make adequate arrangements for the timely provision of such information to the LA in accordance with the Scheme for Financing Schools (see also Section 4.5). 6.2.22 Costs incurred by the LA or another school as a result of a school withdrawing from a cluster arrangement, for example where this has funded staff providing services across the cluster.
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SECTION 7: TAXATION
7.1 Value Added Tax (VAT) 7.1.1 The LA is usually able to recover VAT on expenditure incurred by schools. This does not include expenditure by the governors of a voluntary aided school when carrying out their statutory responsibilities to maintain the external fabric of their buildings nor capital works at Foundation Schools funded directly by DfE. 7.1.2 The Chief Finance Officer will issue guidance and procedural notes from time to time which must be observed by schools, together with any other instructions issued by HM Revenue & Customs. 7.1.3 All VAT recovered from HM Revenue & Customs in respect of school expenditure will be passed onto each school. 7.2 Administration of Value Added Tax 7.2.1 Schools are able to recover VAT under the umbrella of the Council’s VAT registration. It is important that schools follow advice issued from time to time by the Council as any non-compliance with VAT rules and regulations could have an impact for all schools and council services. Therefore schools must contact the Council’s VAT officer for advice in the event of any query. 7.2.2 Schools are responsible for the correct declaration of input and output VAT. If schools fail to comply with VAT regulations and advice from the Council then the schools budget share will be charged with any resultant costs including any irrecoverable VAT (for any school or council service affected by the school’s action), penalties and associated interest charges. 7.2.3 Schools must submit regular monthly VAT returns to the Council which include details of that month’s transactions from the School’s ledger Failure of a school to submit all the details required will mean the VAT claim will not be processed meaning a cash flow loss to the school concerned. 7.2.4 If schools are late submitting VAT returns, it is an indication that the financial ledger is not up to date.
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7.2.5 If a school is more than 2 months late (excluding July and August) with their VAT claim then the advances for non-payroll costs may be suspended. This could mean that schools may have to submit invoices to the Council for payment and in that instance they will be charged 1/12th of the Creditors SLA for each month’s invoices that have to be processed. If a school is experiencing difficulty with VAT returns (e.g. bursar on sick leave, IT problems etc.) then they must contact Education Finance immediately. The Education Finance Team will liaise with schools in this position in order that a satisfactory conclusion can be reached. 7.3 CITS (Construction Industry Taxation Scheme) 7.3.1 Schools must adopt the procedures issued by the LA in connection with CITS.
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SECTION 8: THE PROVISION OF SERVICES AND FACILITIES BY THE LOCAL AUTHORITY (LA)
8.1 Provision of Services from Centrally Retained Budgets 8.1.1 The LA will determine the basis on which services from centrally retained funds will be provided to schools. It will not discriminate in its provision of such services on the basis of categories of schools except where such discrimination is justified by differences in statutory duties. The term 'services' includes existing PRC and redundancy payments made by the LA. 8.2 Timescales for the provision of services bought back from the LA using delegated budgets 8.2.1 All contracts with schools starting on or after 1 April 1999 to buy services or facilities from the LA will be limited to a maximum of three years from the inception of the scheme or the date of the agreement, whichever is the later. Any subsequent agreements for the same services will be limited to a maximum contract period of five years. For the supply of catering services, an extension to five and seven years respectively may be made. 8.2.2 When a service is provided for which expenditure is not retainable centrally by the LA under the Regulations made under section 46 of the Act, it must be offered at prices which are intended to generate income which is no less than the cost of providing those services. The total cost of the service must be met by the total income, even if schools are charged differentially. 8.3 Packaging 8.3.1 The LA will provide all services for which funding has been delegated, and for which the LA is offering the service on a buyback basis, in a way which does not unreasonably restrict schools' freedom of choice among the services available. There is no obligation for schools to buy a range of services even where discounts may be offered for doing so. All services will be offered on an individual basis.
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8.4 Service Level Agreements 8.4.1 Where services or facilities are provided under a service level agreement - whether free or on a buyback basis - the terms of any such agreement starting on or after the inception of the scheme will be reviewed at least every three years if the agreement lasts longer than that. 8.4.2 The Service level agreement must be in place by 31st March to be effective for the following financial year. Schools will have at least one month prior to this to consider the Terms of Agreement. 8.4.3 Services, if offered at all by the LA, will be available on a basis which is not related to an extended agreement, as well as on the basis of such agreements. (I.e. separate charges may apply to services provided on an ad-hoc basis than when they are included within an extended agreement). 8.5 Payment, Invoicing and Dispute Arrangements 8.5.1 Schools will be invoiced promptly for services that are provided by LBWF. In the case of most services this will be within a month of the service being delivered. For certain service level agreements (SLA’s) charges will be in advance (e.g. Insurance). The details will be provided within each SLA. 8.5.2 On receiving an invoice, schools have a month to lodge a dispute if it is felt that the charges are incorrect or the service was not properly delivered. If disputes are not raised within this timeframe schools are liable to pay the full charge. 8.5.3 If a dispute is raised, then the dispute procedure as shown in annex 10 will be followed. 8.5.4 Schools must pay invoices within a month of them being received (except those in dispute). 8.5.5 Any undisputed invoice not paid within 2 months, will be referred to Education Finance and the Schools Facing Financial Challenges Service. Contact will be made with the school as to why the invoice has not been paid. (e.g. cash flow problem) Appropriate arrangements will be made to settle the invoice. (e.g. one off additional budget share advance)
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8.5.6 LBWF reserves the right to deduct the amounts owed from the schools budget share, as a last resort.
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SECTION 9: PRIVATE FINANCE INITIATIVE (PFI)
9.1 General 9.1.1 The LA and the GB of a school may wish to explore the possibility of PFI/PPP (Public Private Partnership) for major capital investments. 9.1.2 In such cases, prior agreement will need to be reached on any cost sharing arrangements for feasibility studies, appraisals and ultimate contractual commitments.
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SECTION 10: INSURANCE
10.1 Insurance Cover 10.1.1 The GB shall notify the Chief Finance Officer promptly of all new risks, liabilities, properties or vehicles which require to be insured and of any alterations affecting risks or insurance indicating the amount of cover required. 10.1.2 The GB shall immediately notify the Chief Finance Officer of any fire, loss, accident or other event which may give rise to a claim under the LA's insurance arrangements. 10.1.3 All schools who buy back insurance through the Council receive the same level of cover as referred to in The Council’s insurance policy agreement, including voluntary aided schools. Thus there is no requirement for voluntary aided schools to purchase additional premises related insurances. 10.1.4 If the GB opts to arrange its own insurance, the GB must demonstrate that cover sufficient for the LA's insurable interests, under a policy arranged by the GB, is at least as good as the relevant minimum cover arranged by the LA. This must be demonstrated by providing relevant documentation to the Chief Finance Officer on annual basis. 10.1.5 The GB can only leave the Council’s insurance policy at the start of a financial year and must give at least 3 months prior notice in writing. 10.1.6 Where the GB opts to arrange its own insurance, the GB must have regard to the resources available to the school when deciding on any amount of risk it wishes to carry without external cover.
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SECTION 11: MISCELLANEOUS
11.1 Right of access to information 11.1.1 The GB will be required to supply all financial and other information which might reasonably be required to enable the LA to satisfy itself as to the school's management of its delegated budget share, or the use made of any central expenditure by the LA (e.g. earmarked funds) on the school. 11.1.2 The keeping of accounts, financial records and prime documents should be in a suitably secure place and condition and for such periods of time as specified. 11.1.3 Schools must not mix official funds (monies due to and from the LA) with unofficial school funds or any other voluntary funds (e.g. School Fund, PTA) which should be kept and accounted for separately at all times. 11.2 Liability of governors 11.2.1 Because the GB is a corporate body, and because of the terms of s.50 (7) of the SSFAA, governors of maintained schools will not incur personal liability in the exercise of their power to spend the delegated budget share provided they act in good faith. 11.3 Governors' expenses 11.3.1 The LA may delegate to the GB of a school yet to receive a delegated budget, funds to meet governors' expenses. The GB would not normally have discretion in the amounts of such allowances which would be set by the LA. 11.3.2 Under schedule 11 of the School Standards and Framework Act 1998, only allowances in respect of purposes specified in regulations may be paid to governors from a school's delegated budget share. 11.3.3 Payment of any other allowances is not permitted. Schools are also barred from payment of expenses duplicating those paid by the Secretary of State to additional governors appointed by him to schools under special measures.
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11.4 Responsibility for legal costs 11.4.1 Legal costs incurred by the GB, (although the responsibility of the LA as part of the cost of maintaining the school unless they relate to the statutory responsibility of aided school governors for buildings), may be charged to the school's budget share unless the GB acts in accordance with the advice of the LA. 11.4.2 The costs referred to are those of legal actions, including costs awarded against the LA; not the cost of legal advice provided. Normally, general legal advice will be provided by the LA's Legal Services division, in the unlikely event that the LA’s Legal Services division considers there to be a conflict of interest between the LA and the GB, it may be necessary for the schools to seek legal advice from an alternative source. 11.5 Health and Safety 11.5.1 In expending the school's budget share the GB must have due regard to duties placed on the LA in relation to health and safety, and the LA's policy on health and safety matters in the management of the budget share. 11.5.2 The appropriate policies are available on the hub and are regularly updated. 11.6 Right of attendance for the Chief Finance Officer 11.6.1 The GB must permit the Chief Finance Officer or any officer of the LA nominated by him to attend meetings of the GB at which any agenda items are relevant to the exercise of his responsibilities. The LA will give prior notice of such attendance unless it is impracticable to do so. 11.7 Delegation to new schools 11.7.1 The LA may delegate selectively and optionally to the GB of schools which have yet to receive delegated budgets. The LA may delegate some spending powers to the temporary GB of a new school before it has a delegated budget. 11.7.2 By virtue of S 49(1)-(3) a new school will receive a delegated budget no later than the date on which it opens, unless the LA has obtained approval from the Secretary of State for a postponement beyond that date.
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11.8 Special Educational Needs 11.8.1 Schools should endeavour in spending the school budget share, to secure the special educational needs of their pupils. 11.9 Child Protection 11.9.1 The GB must have regard to the Waltham Forest Safeguarding Children Board policies and procedures in respect of child protection in discharging their statutory duties for child protection. In particular, school staff should be authorised to attend case conferences and other relevant meetings when called and schools will be responsible for the cost of associated supply cover. The policies are electronic and can be accessed on: https://thehub.walthamforest.gov.uk/policy/schools/safeguarding/safeg uarding-key-information or by an internet search entitled Waltham Forest Safeguarding Children Board. 11.10 Data Protection 11.10.1 The GB must have regard to the General Data Protection Regulations (GDPR) and comply with the DFE guidance at: https://www.gov.uk/government/publications/data-protection-toolkit- for-schools 11.11 ‘Whistle blowing’ 11.11.1School governors and school staffs who wish to complain about financial management or financial propriety at the school should refer to the LA’s policy on ‘Whistleblowing’. Copies are available from the LA’s Shared Services department and/or on the Waltham Forest intranet. 11.12 Duty to provide information to Teachers Pensions 11.12.1In order to ensure the performance of the duty on the LA to supply Teachers Pensions with information under the Teachers’ Pensions Regulations 1997, the following conditions are imposed on the LA and the GB of all maintained schools covered by this Scheme in relation to their budget shares and come into effect on 1 November 2002: 11.12.2 The conditions only apply to the GB of maintained schools who have not entered into an arrangement with the LA to provide payroll services.
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11.12.2 A GB of any maintained school, whether or not the employer of the teachers at such a school, which has entered into any agreement or arrangement with a person other than the LA to provide payroll services, shall ensure that such an arrangement or agreement is varied to require that person to supply salary, service and pensions data to the LA which the LA requires to submit its annual return of salary and service to Teachers’ Pensions and to produce its audited contributions certificate. 11.12.3 The LA will advise schools each year of the timing, format and specification of the information required. The GB shall also ensure that any such arrangement or agreement is varied to require that Additional Voluntary Contributions (AVC’s) are passed to the LA within the time limit specified in the AVC scheme. 11.12.4 The GB shall meet any consequential costs from the school’s budget share. 11.12.5 The GB of any maintained school which directly administers its payroll shall supply salary, service and pensions data to the LA which the LA requires to submit its annual return of salary and service to Teachers’ pensions and to produce its audited contributions certificate. The LA will advise schools each year of the timing, format and specification of the information required from each school. A GB shall also ensure that Additional Voluntary Contributions (AVC’S) are passed to the LA within the time limit specified in the AVC scheme. 11.12.6 The GB shall meet any consequential costs from the school’s budget share. 11.13 Redundancy /Early Retirement costs 11.13.1 The 2002 Education Act sets out how premature retirement and redundancy costs should normally be funded. Further guidance is provided at Annex 8
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SECTION 12: RESPONSIBILITY FOR REPAIRS AND MAINTENANCE
12.1 Delegation 12.1.1 The LA is required to delegate all revenue funding for repairs and maintenance to schools. Only capital expenditure is retained by the LA. For these purposes expenditure may be treated as capital only if it fits the definition used by the LA for financial accounting purposes in line with the Chartered Institute of Public Finance and Accountancy (CIPFA) code of practice on LA Accounting. 12.2 Respective Responsibilities 12.2.1 The division of responsibilities between schools and the LA differs for certain types of school. In county and voluntary controlled schools and maintained special schools, the LA owns the property, and has the status of landlord, with the school occupying the premises being the tenant. This previously formed the basis for the divisions of repair and maintenance responsibilities. Under devolved funding the GB is required to finance all revenue repair and maintenance work from the school's budget share. 12.2.2 In the exercise of delegated repairs and maintenance responsibilities, the GB is required to have regard to guidance issued by the LA on the respective responsibilities of the LA and its schools, and to ensuring that the fabric of the school is suitable for the purposes of the school. 12.2.3 The GB will be expected to finance from the school's budget share repairs and maintenance work up to the appropriate capital threshold as determined by the LA. 12.3 Voluntary Aided Schools 12.3.1 Voluntary Aided School GBs are eligible for grant from the DfES in respect of their statutory responsibilities and, in addition, will have responsibility for other repair and maintenance items on the same basis as other schools covered by the scheme. Full details of voluntary aided governors’ responsibilities are set out in the DfES document "Voluntary Aided and Special Agreement Schools - Determination of Financial Liability".
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SECTION 13: POWER TO PROVIDE COMMUNITY SERVICES
13.1 Introduction 13.1.1 Under s27 (1) of the Education Act 2002, schools that provide community facilities or services will be subject to a range of controls. 13.1.2 In exercising this power, the GB may incur expenditure, enter into arrangements or agreements with any person, co-operate with (or facilitate or co-ordinate the activities of) any person and provide staff, goods, services and accommodation to any person. 13.1.3 Legislation provides that the provision of facilities and services under s27 (1) is excluded from the definition of “the purposes of the school” (s50 of 1998 Act as amended by paragraph 3 of Schedule 3 of the 2002 act). In exercising this power, no expenditure incurred by the GB (either start-up costs or ongoing expenditure) shall be met from the school’s budget share for any financial year. Nor should deficits arising from such activities be met from the school’s budget share. For the purposes of s27 (1) expenditure, the “school’s budget share” includes any surplus balances from previous years. 13.1.4 The GB must ensure that the exercise of this power does not significantly interfere with its duty to promote high standards of educational achievement at the school or other duties under the Education Acts. Nor should the GB undertake any scheme that in the opinion of the LA would prejudice the financial position of the school or the LA, or the welfare or education of pupils at the school. Therefore, before exercising this power, the GB must consult the LA, and in exercising this power the GB must have regard to guidance from the Secretary of State and advice from the LA. 13.1.5 The LA reserves the right to charge a GB for any services requested in developing proposals prior to consultation but will not charge for advice during consultation. 13.1.6 Subject to statutory requirements in respect of charges in connection with education, the GB may charge for any community services or facilities so provided.
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13.2 Prohibitions, restrictions and limitations 13.2.1 A GB choosing to exercise this power to provide community facilities will be subject to the range of controls set out in the legislation, including the requirement to fully consult the LA on proposals and have regard to advice from the LA. 13.2.2 In addition, the Secretary of State issues guidance to The GB about a range of issues connected with exercise of power, to which they must have regard. Further, regulations made under s28 (2), if made, can specify activities which may not be undertaken at all under the main enabling power. 13.2.3 Other than those controls set out in legislation, the main limitations and restrictions on the exercise of this power will be those contained in a school’s own instrument of government and in Waltham Forest’s Scheme for Financing Schools. 13.2.4 Schools are therefore subject to prohibitions, restrictions and limitations in Waltham Forest’s Scheme for Financing Schools. In addition, the LA may charge a school’s community budget for costs which the LA may incur in the circumstances set out in s6 of the approved Scheme. 13.2.5 Mismanagement of community facilities funds can be grounds for suspension of the right to a delegated budget. 13.3 Consultation with the LA – financial aspects 13.3.1 Section 28(4) of the Education Act 2002 requires that before exercising its community facilities power, the GB must consult the LA on its proposals, and have regard to any advice subsequently given. In addition, the GB is required to inform the LA of what action has been taken following receipt of this advice. 13.3.2 The GB must formally consult with the LA at least two months (eight weeks) before exercising its community facilities power. This is in line with the minimum period for consultations as set out in the Government Code of Practice for Consultations. The LA must provide advice to the GB within this timescale. No charge will be made to schools for this advice.
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13.3.3 This consultation will take the form of the GB providing detailed information relating to the financial viability of the proposal, including details of its internal financial regulations for the operation of its community provision. Information should also be provided of local consultations undertaken with appropriate stakeholders regarding the proposal, in the context of any existing local or strategic plans affected. 13.3.4 To safeguard the financial position of the school and the LA, and to protect pupil welfare or education, as part of the consultation process the GB may be required to submit a detailed financial plan relating to any proposal submitted, for agreement from the LA. In the event of a financial plan not being agreed, (some form of) indemnification of the LA may be required of the GB prior to commencement of the proposal. 13.3.5 Guidance on information required in formal consultation with the LA is included in Appendix 5. 13.4 Funding agreements 13.4.1 In some instances, the provision of community facilities in schools may be dependent on the conclusion of a funding agreement between a GB and a third party (other than the LA). Before concluding any such agreements, the GB is required to submit detailed proposals for consideration by the LA at least eight weeks prior to signing any agreement. 13.4.2 The LA has no right of veto in such agreements. However, in circumstances where an agreement has been or is to be concluded against the wishes of the LA, or has been concluded without informing the LA, which in the view of the LA are seriously prejudicial to the interests of the school or the LA, that may constitute grounds for suspension of delegated powers. 13.5 Supply of financial information 13.5.1 A GB is required to maintain separate accounts for activities undertaken as community facilities. In addition, every 6 months a GB is required to provide the LA with a financial summary of the community facilities activity in a form determined by the LA. This
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summary statement will request information relating to the income and expenditure for the school arising from the facilities in question for the previous six months and on an estimated basis, for the next six months. 13.5.2 Where the LA has concern as to the school’s management of the financial consequences of the exercise of the community facilities power, on giving due notice the LA may require such financial statements to be supplied every three months. 13.5.3 In circumstances where financial statements received from a GB suggests that the provision of a community facility is moving towards a deficit situation, the GB may be requested to submit a viable recovery plan, for agreement with the LA. In the event of a viable recovery plan not being agreed, (some form of) indemnification of the LA may be required of the GB in order for the provision to continue. 13.5.6 The GB is reminded that mismanagement of funds for community facilities forms a basis for suspension of delegated powers. 13.6 Audit 13.6.1 The GB are required to grant access to the school’s records connected with exercise of the community facilities power in order to facilitate internal and external audit of relevant income and expenditure. The GB must ensure that such agreements contain adequate provision for access by the LA to the records and other property of those persons held on the school premises. This will enable the LA to satisfy itself as to the propriety of expenditure on the facilities in question. 13.7 Treatment of income and surpluses 13.7.1 A GB is allowed to retain all net income derived from community facilities except where otherwise agreed with a funding provider, whether that be the LA or some other person. A GB may carry such retained income over from one financial year to the next, and hold it as a separate community facilities surplus. 13.7.2 Cross-subsidisation of community services provision is allowed at the discretion of the GB. Such cross-subsidy cannot be from the school
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budget share unless provided for in regulations made by the Secretary of State. 13.7.3 The agreement of the LA is required before surpluses derived from community facilities may be added to the school’s budget share at the end of each financial year. 13.7.4 Where a school is a community or community special school, and the LA ceases to maintain the school, any accumulated retained income obtained from exercise of the community facilities power reverts to the LA unless otherwise agreed in any formal partnership arrangement. 13.8 Health and safety matters 13.8.1 In the management of community facilities and services, a GB is to have due regard to duties placed on the LA in relation to health and safety and to the LA’s policy on health and safety. 13.8.2 The GB is responsible for securing Criminal Records Bureau clearance in respect of all staff involved in any community activities taking place during the school day. 13.9 Insurance 13.9.1 It is the responsibility of a GB to make adequate arrangements for insurance against risks arising from the exercise of the community facilities power. Such insurance should not be funded from the school budget share. 13.9.2 When proposing to provide community facilities, as an integral part of its plans a GB should undertake an assessment of the insurance implications and costs, seeking professional advice if necessary. In considering any arrangements for insurance, a GB is required to consult with the LA, to ensure that its insurance arrangements meet the LA’s minimum requirements regarding possible third party claims, i.e. public liability, employer liability, etc. 13.9.3 In exceptional circumstances, the LA may undertake its own assessment of the insurance arrangements made by a school in respect of community facilities. In the event of these arrangements proving inadequate, the LA may make arrangements itself and charge the resultant cost to the school (in accordance with Section 6 of this
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Scheme). Such costs cannot be charged to the school’s budget share. 13.10 Taxation 13.10.1The facility for local authorities to reclaim VAT can be used by schools in spending their budget shares, which by virtue of s49 (5) of the Act are the property of the maintaining LA. This facility also applies to funding given by the LA to schools outside the budget share. However, it cannot apply to expenditure from funds obtained direct by schools from private (or indeed, central government) sources. 13.10.2 A GB may only make use of the LA’s VAT reclaim facility for expenditure on community facilities when this is from funds from the maintaining LA and not expenditure from other funds. 13.10.3 Where any member of staff employed by the school or LA in connection with community facilities at the school is paid from funds held in the school’s own bank account, the school is likely to be liable for payment of income tax and National Insurance, in line with Inland Revenue rules. 13.10.3 Schools should follow the LA’s advice in relation to the Construction Industry Scheme (CITS) where this is relevant to the exercise of the community facilities power. 13.11 Banking 13.11.1 A GB is required to make adequate arrangements for separation of funds to ensure that school budget and other LA funds are accounted for separately from community facilities funds. 13.11.2 The LA’s general conditions relating to the operation of external bank accounts (e.g. signing of cheques, the titles of bank accounts, the contents of bank account mandates and similar matters) will apply, as set out elsewhere in this Scheme and in the LA’s guidance. 13.11.3 However, in the case of a bank account which is used by the school in connection with the community facilities (whether or not the account also contains funds from the school’s budget share), the account mandate should not show the LA as the owner of the community facilities funds in the account except insofar as these funds have been provided by the LA itself.
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13.11.4 The GB was reminded that they may not borrow money without the written consent of the Secretary of State. (This requirement does not extend to monies loaned by a school’s maintaining LA.)
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ANNEX 1
FUNDING FRAMEWORK - THE MAIN FEATURES
The funding framework which replaced Local Management of Schools is based on the legislative provisions in sections 45-53 of the School Standards and Framework Act 1998.
Under this legislation, local education authorities determine for themselves the size of their schools budget and non-schools education Budget – although the Secretary of State has power to set a minimum Schools Budget for an LA. The categories of expenditure which fall within the two budgets are prescribed under regulations made by the Secretary of State, but included within the two, taken together is all expenditure, direct and indirect, on a LA's maintained schools except for capital and certain miscellaneous items. Local authorities may centrally retain funding in the Schools Budget for purposes defined in regulations made by the Secretary of State under s.45a of the Act. The amounts to be retained centrally are decided by the LA concerned, subject to any limits or conditions prescribed by the Secretary of State. The balance of the Schools Budget left after deduction of centrally retained funds is termed the Individual Schools Budget (ISB). Expenditure items in the non-schools education budget must be retained centrally (although earmarked allocations may be made to schools).
Local Education Authorities distribute amounts from their ISB amongst their maintained schools using a formula which accords with regulations made by the Secretary of State, and enables the calculation of a budget share for each maintained school. This budget share is then delegated to the GB of the school concerned, unless the school is a new school which has not yet received a delegated budget, or the right to a delegated budget has been suspended in accordance with s.51 of the Act. The financial controls within which delegation works are set out in a scheme made by the LA in accordance with s.48 of the Act and approved by the Schools Forum, though the LA may apply to the Secretary of State for approval in the event of the
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forum rejecting a proposal or approving it subject to modifications that are not acceptable to the LA. Subject to provisions of the scheme, the GB of schools may spend budget shares for the purposes of their school. They may also spend budget shares on any additional purposes prescribed by the Secretary of State in regulations made under s.50.
A LA may suspend a school's right to a delegated budget if the provisions of the school financing scheme (or rules applied by the scheme) have been substantially or persistently breached, or if the budget share has not been managed satisfactorily. A school's right to a delegated budget share may also be suspended for other reasons (s.17 of the SSAF Act 1998)
Each LA is obliged to publish each year a statement setting out details of its planned Schools Budget and other expenditure on children’s services, showing the amounts to be centrally retained, and funding delegated to schools After each financial year the LA must publish a statement showing out-turn expenditure at both central level and for each school, and the balances held in respect of each school.
The detailed publication requirements for financial statements are set out in regulations, but each school must receive a copy of each year's budget and out-turn statements so far as they relate to that school or central expenditure.
Regulations also require a LA to publish their scheme and any revisions to it on a website accessible to the general public, by the date that any revisions come into force, together with a statement that the revised scheme comes into force on that date.
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ANNEX 2
BEST VALUE AND SCHOOLS
1. The requirement for schools to submit a statement of Best value with their budget plan has been removed. The government believes that it is important for schools to achieve value for money, but that this can be demonstrated in other ways than a written statement 2. Best value is a statutory duty to deliver services to clear standards, covering both cost and quality, the most effective, economic and efficient means available. Legislation is to place a duty on local authorities to secure best value in respect of the way in which they exercise their functions. The new duty is not intended to apply to those functions that are exercised by the GB of LA maintained schools. However, schools will be encouraged to adopt the best value performance management framework. 3. In relation to schools and expenditure from delegated budgets, the main features of best value can be summarised as a need for the GB of a school to ensure:
a) The existence of a programme of performance review which will aim for continual improvement. Existing mechanisms such as school development plans and post-OFSTED inspection plans can be developed to satisfy the requirements for review. The reviews should include: • challenging how and why a service is provided (including consideration of alternative providers); • comparison of performance against other schools taking into account the views of parents and pupils; • use of benchmarking tools produced by DFE • mechanisms to consult stakeholders, especially parents and pupils; • embracing competition as a means of securing efficient and effective services;
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b) The development of a framework or performance indicators and targets which will provide a clear practical expression of a school's performance, taking national requirements into account;
c) That the following are included in schools development plans: • a summary of objectives and strategy for the future; • forward targets on an annual and longer term basis; • description of the means by which performance targets will be achieved; • A report on current performance.
d) That internal and external audit takes place ensuring that performance information is scrutinised. LA oversight of school finances provides external review.
4. The independent inspection and intervention elements of the best value framework will be the responsibility of other bodies and therefore not relevant to demonstration by a GB of adherence to best value principles.
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ANNEX 3 SCHOOLS COVERED BY THE SCHEME (March 2019)
NURSERY STATUS
Acacia Nursery School Community Church Hill Nursery School Community Low Hall Nursery School Community
PRIMARY
Ainslie Wood Primary Community Barn Croft Primary School Community Chapel End Infant School Community Chase Lane Primary School Community Chingford C of E Primary School Voluntary Aided Coppermill Primary School Community Dawlish Primary School Community Downsell Primary Community Edinburgh Primary School Community George Tomlinson Primary School Community Greenleaf Primary School Community Gwyn Jones Primary School Community Handsworth Primary School Community Henry Maynard Primary School Community Jenny Hammond Primary School Community Mission Grove Primary School Community Newport Primary School Community Oakhill Primary School Community Parkside Primary School Community Our Lady and St Georges Primary School Voluntary Aided South Grove Primary School Community St Joseph’s R C Infant School Voluntary Aided St Joseph’s R C Junior School Voluntary Aided St Marys R C Primary School Voluntary Aided St Patrick R C Primary School Voluntary Aided Stoneydown Park Primary School Community Thorpe Hall Primary School Community Whitehall Primary School Community The Winns Primary School Community
SECONDARY STATUS
Frederick Bremer Secondary Community Heathcote School & Science College Community Holy Family College Voluntary Aided
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Kelmscott Secondary School Community Leytonstone Secondary School Community Walthamstow Girls Secondary School Community Willowfield School Community
ALL THROUGH SCHOOLS
Buxton Community
SPECIAL SCHOOLS Belmont Park Community
PUPIL REFERRAL UNITS Hawkswood Group Community
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ANNEX 4
USE OF BANKS AND BUIDLING SOCIETIES
Whilst it is not envisaged that any major international bank or UK building society will collapse, this situation cannot be completely ignored and all reasonable steps should be taken in order to reduce the impact should it occur. In order to reduce this risk of default it is recommended that the four priorities listed below are followed. Priority 1 - Security of funds – only place funds with high creditworthy institutions which are on the Council’s approved list as shown below;
BANKS BUILDING SOCIETIES
Barclays Nationwide H.S.B.C. Coventry Santander UK Leeds Lloyds Royal Bank of Scotland
Priority 2 - Spread of funds – if sizeable amounts of funds are to be maintained i.e. greater than £50,000, where practical, these funds should be placed with more than one counterparty, in order to minimise risk in the event of a default. Priority 3 - Cash flow liquidity – in order to be able to pay for any sudden items of expenditure, a proportion of funds should be held in an account which offers instant access. Priority 4 - Rate of return – whilst this will need to remain a factor it should not be the main reason for placing / holding funds with a particular institution. Type of Accounts Whilst there are various forms of accounts which can be used, it is suggested that only the following two are used; Instant access / call account – this type of account enables funds to be accessed immediately without penalty.
Fixed term accounts: these range from 7day notice to longer term and require advance notice to be given in order that funds can be obtained without
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incurring any financial penalty – it is recommended that funds should not be placed into accounts requiring notice of repayment greater than 90 days.
Dormant Accounts Some banks will consider that accounts are dormant after a period of time, as they have been inactive and may be closed. This will normally mean that you will not be able to make transactions on the account until your account has been reactivated. It is recommended that schools check with the banks that they use regarding the period of time that passes before an account is classed as inactive.
Disclaimer This information has been issued in good faith however the Council cannot be held responsible for any loss or errors arising from every effort to ensure that all the information it provides is accurate and complete, it does not
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ANNEX 5
POWER TO PROVIDE COMMUNITY SERVICES – CONSULTATION WITH LA
General Many Waltham Forest schools are already involved in providing community services, which often means sharing their premises and facilities for all kinds of activities. In some cases, where these activities are perceived to be “for the conduct of the school”, they are led and managed by the school itself. Up to now, however where the activities involved are not seen as directly for the conduct of the school and as such, not a GB responsibility, they have been run by a “management committee” or “a community association” set up for this purpose. Alternatively, such activities have been managed by voluntary organisations or the private sector working in partnership with the school, often with Transfer of Control Agreements to secure the use of school facilities and premises. The LA has been active in supporting schools in the development of community services/facilities provision, to meet their particular circumstances.
Section 27(1) of the Education Act 2002 provides the GB with a new power to provide any facilities or services which will benefit pupils, their families or people working/living in the locality of the school.
In many schools, the school’s development plan states what role the school hopes to play in the local community.
Development of community provision – LA Support
For many years the LA has been actively supporting and enabling school/community links, particularly in the development of school sites as a focus for community learning and other activities. For schools considering the development of community facilities proposals, led and managed by the school under their new section 27 (1) powers, practical advice and support can be sought from the LA’s Legal Services Division.
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Statutory Consultation with LA
Before exercising the community services power, a GB must consult the LA and have regard to any advice given. The GB must also inform the LA of what action has been taken following receipt of any advice.
The statutory consultation with the LA on Section 27(1) should include the submission by the GB of the following information at least 8 weeks prior to the exercise of the community facilities power:
(a) the aims, objectives and targets of the proposed provision, set in the context of any “local” or “countrywide” strategic plan relating to the activity concerned and following consultations with local stakeholders,
(b) A simple business plan, to include income and expenditure relating to both “start-up” and “running costs”. The business plan should also show:
evidence of market research session times proposed charges to be levied space and location issues, including any proposed arrangement for leasing and Transfer of Control Agreements likely staffing implications proposed management arrangements proposed financial arrangements including accounting arrangements and any arrangements for cross-subsidy termination arrangements
(c) Other issues including:
health and safety security, insurances
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CRB searches Disability Discrimination Act Monitoring arrangements including any registration requirements and inspection regimes applicable to services/facilities proposed etc.
(d) Where the proposed community provision involves a formal partnership between the school GB and a party other than the LA, details of the draft partnership agreements should be forwarded for consideration by the LA
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ANNEX 6
GUIDANCE FOR MAINTAINED SCHOOLS FACING FINANCIAL CHALLENGES
There are detailed procedures for schools to follow should they be facing financial challenges. These procedures are available from The Schools Facing Financial Challenge Support Service. (Lindsay Jackson 0208 496 6337)
It is recognised that all schools are facing financial challenges but for these purposes it relates to schools which are having significant difficulties in setting a balanced budget in the current or forthcoming year. If schools are using significant reserves to balance a budget then this is deemed to be a school facing financial challenges.
A deficit budget is prescribed as “One where total income for the new (or following) year plus brought forward reserves are insufficient to meet planned expenditure for that year.”
The regulations state that schools cannot plan for a deficit budget. This means that if a potential deficit is identified at any stage of the budget planning or monitoring process the school is responsible for ensuring that appropriate management action is identified and undertaken to achieve a balanced budget.
It is essential that the Head Teacher ensures that the LA and Governors are kept informed from the point a potential deficit is identified through to its resolution.
The LA will intervene if a school refuses to set a balanced budget by initially issuing a Notice of Concern.
Schools must be aware of their actual pupil numbers as per the October Census and the financial implications of the numbers. Education Finance
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Team (EFT) can assist with providing financial forecasts if pupil numbers are submitted to them.
If a deficit situation is unavoidable the school must formally notify all governors that the LA is to be approached to discuss a licensed deficit. This notification must be noted in the Governing Body minutes.
On receipt of the notification the Head Teacher and Chair of Governors will be contacted by Education Finance Team (EFT) alongside the Schools Facing Financial Challenge (SFFC) Support service to discuss the details and reasons causing the deficit. A formal meeting will be arranged to discuss these matters.
Following this meeting the school may be required to make adjustments to the draft budget and recovery plan and resubmit it prior to a licensed deficit being agreed.
The Budget and Recovery Plan needs to be formally agreed by the Director of Children’s services and the Chief Financial Officer. The approval will limit the extent of the deficit in the financial years covered by the agreement. It also includes various conditions, including monitoring arrangements, with which the school must comply. Confirmation of approval will normally be issued within two weeks of final submission.
During the period covered by the agreement, the school will not be permitted to make any material changes that are not included within the plan, without prior agreement of the SFFC.
The school’s progress against the plan will be regularly monitored.
Failure to comply with the agreement could lead to a Notice of Concern being issued.
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Ultimately delegation could be suspended from a school if it is clearly not working to the Budget and recovery Plan. Withdrawal of delegation will not normally be initiated as the LA expects to work in partnership with schools. The LA will suspend delegation as a last resort, if a school continues to exceed the agreed deficit limits.
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ANNEX 7
FORM SBAS
SCHOOL BANK ACCOUNT SCHEME
DETAILS OF BANK ACCOUNTS AND AUTHORISED SIGNATORIES
Please give details of the bank account(s) to be used for the School Bank Account Scheme:
Bank/Building Society name -
Bank Address -
Bank Sort Code - __ / __ / __
Name of School Account Waltham Forest School
School Account Number(s)
Current Account
Deposit Account
Other Accounts
All payments will be made to the current account unless otherwise requested
Please give details of at least 3 people authorised to sign cheques
Number Name Status Specimen Signature
1.
2.
3.
4.
Please return this form to Education Finance, London Borough of Waltham Forest Town Hall, Forest Road, Walthamstow, London, E17 4JF.
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ANNEX 8
RESPONSIBILITY FOR REDUNDANCY AND EARLY RETIREMENT COSTS
This guidance note summarises the position relating to the charging of voluntary early retirement and redundancy costs. It sets out what is specified in legislation and provides some examples of when it might be appropriate to charge an individual school’s budget, the central Schools Budget or the LA’s non-schools budget. Section 37 of the 2002 Education Act says:
(4) costs incurred by the local education authority in respect of any premature retirement of a member of the staff of a maintained school shall be met from the school's budget share for one or more financial years except in so far as the authority agree with the GB in writing (whether before or after the retirement occurs) that they shall not be so met
(5) costs incurred by the local education authority in respect of the dismissal, or for the purpose of securing the resignation, of any member of the staff of a maintained school shall not be met from the school's budget share for any financial year except in so far as the authority have good reason for deducting those costs, or any part of those costs, from that share.
(6) The fact that the authority have a policy precluding dismissal of their employees by reason of redundancy is not to be regarded as a good reason for the purposes of subsection (5); and in this subsection the reference to dismissal by reason of redundancy shall be read in accordance with section 139 of the Employment Rights Act 1996 (c. 18).
The default position, therefore, is that premature retirement costs must be charged to the school’s delegated budget, while redundancy costs must be charged to the LA’s budget. In the former case, the LA has to agree otherwise for costs to be centrally funded, while in the latter case, there has to be a good reason for it not to be centrally funded, and that cannot include having a no redundancy policy. Ultimately, it would be for the courts to decide what a good reason was, but the examples set out below indicate the situations in which exceptions to the default position might be taken.
Charge of dismissal/resignation costs to delegated school budget • If a school has decided to offer more generous terms than the authority’s policy, then it would be reasonable to charge the excess to the school • If a school is otherwise acting outside the LA’s policy • Where the school is making staffing reductions which the LA does not believe are necessary to either set a balanced budget or meet the conditions of a licensed deficit • Where staffing reductions arise from a deficit caused by factors within the school’s control
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• Where the school has excess surplus balances and no agreed plan to use these • Where a school has refused to engage with the LA’s redeployment Policy
Charge of premature retirement costs to LA non-schools budget • Where a school has a long-term reduction in pupil numbers and charging such costs to their budget would impact on standards • Where a school is closing, does not have sufficient balances to cover the costs and where the central Schools Budget does not have capacity to absorb the deficit • Where charging such costs to the school’s budget would prevent the school from complying with a requirement to recover a licensed deficit within the agreed timescale • Where a school is in special measures, does not have excess balances and employment of the relevant staff is being/has been terminated as a result of LA or government intervention to improve standards
Costs of early retirements or redundancies may only be charged to the central part of the Schools Budget where the expenditure is to be incurred as a result of decisions made before 1st April 2013 Costs may not exceed the amount budgeted in the previous financial year.
It is important that the LA discusses its policy with its Schools Forum. Although each case should be considered on its merits, this should be within an agreed framework. It may be reasonable to share costs in some cases. A de-delegated contingency could be provided, if Schools Forum agrees, to support individual schools where “a GB has incurred expenditure which it would be unreasonable to expect them to meet from the school’s budget share”.
For staff employed under the community facilities power, the default position is that any costs must be met by the GB, and can be funded from the school’s delegated budget if the GB is satisfied that this will not interfere to a significant extent with the performance of any duties imposed on them by the Education Acts, including the requirement to conduct the school with a view to promoting high standards of educational achievement. Section 37 now states:
(7)Where a local education authority incur costs— (a) In respect of any premature retirement of any member of the staff of a maintained school who is employed for community purposes, or (b) In respect of the dismissal, or for the purpose of securing the resignation, of any member of the staff of a maintained school who is employed for those purposes, they shall recover those costs from the GB except in so far as the authority agrees with the GB in writing (whether before or after the retirement, dismissal or resignation occurs) that they shall not be so recoverable.
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(7A)Any amount payable by virtue of subsection (7) by the GB of a maintained school to the local education authority may be met by the GB out of the school’s budget share for any funding period if and to the extent that the condition in subsection (7B) is met.
(7B)The condition is that the GB are satisfied that meeting the amount out of the school’s budget share will not to a significant extent interfere with the performance of any duty imposed on them by section 21(2) or by any other provision of the Education Acts.
(8)Where a person is employed partly for community purposes and partly for other purposes, any payment or costs in respect of that person is to be apportioned between the two purposes; and the preceding provisions of this section shall apply separately to each part of the payment or costs.
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ANNEX 9
3 YEAR BUDGET TEMPLATE
3 Year Budget Template CFR Ref Year 1 Year 2 Year 3 I01 School Budget Share I 05 Pupil Premium Grant Other Income Total Income
E01/E02 Teachers E03 - E11 Other Staffing Costs E 12 to E18 Premises E 19 to E32 Other Costs E99 Contingency Total Expenditure
In Year Surplus (Deficit) Surplus/ Deficit b/f Surplus/ Deficit c/f
Pupil Numbers Current Year 1 Year 2 (Excludes Nursery) Year R Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Year 9 Year 10 Year 11
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ANNEX 10
INVOICE DISPUTE ARRANGEMENTS
A school raises a dispute within a month of the invoice being received. This is sent to the appropriate head of service that is responsible for the service. The correspondence must outline exactly why the invoice is in dispute.
The head of Service must arrange to meet an appropriate member/s of school staff (Head Teacher /Deputy/ School Business Manager) within a month of the dispute being received. If this is not arranged, then the debt will be written off. If a satisfactory conclusion is not reached at this meeting, the matter will be referred to an arbitration panel.
The arbitration panel will consist of 2 members of staff from the school, the head of service /Education officer/council member. If a satisfactory conclusion is not reached at this panel, the members’ decision will be final.
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ANNEX 11
CONTRACTS EXPLANTAORY NOTE
The following process is required to be applied by the School to demonstrate value for money, fraud prevention and probity. For Contracts over a term of years, the value of the Contract is the total value over the whole Contract including any potential extensions, not its annual value. It is not permissible to disaggregate a Contract in order to circumvent the requirements of these Rules that relate to competitive tendering. The School is responsible for complying with the requirement set out.
Table of Procurement Thresholds Estimated Contract Procurement Requirements Method of Value completion of contract
Up to £10,000 At least one written quotation must Use of Purchase be received. Where practicable an Order. eligible quotation from a local supplier must be sought. Best value must be obtained and framework and other corporate agreements, where they exist, are used. (Managers must retain sufficient evidence to demonstrate compliance).
For under £1,000 written evidence of expenditure must be retained e.g. invoice receipt etc.
Contracts from At least two written quotations must Use of Purchase £10,001 to £50,000 be received. A quotation from a Order or Standard local supplier must be sought. Contract for more Where this is not possible the complex reasons must be recorded. Best requirements value must be obtained and framework and other corporate agreements, where they exist, are used (Business Manager must retain sufficient evidence to demonstrate compliance and best value, e.g. oral quotations are not acceptable). The decision must be recorded in writing and all documentation supporting the decision retained. Use of Purchase Contracts from At least three written quotations Order of Standard £50,001 to £100,000 must be received. A quotation from Contract for more (for supplies and a local supplier must be sought. complex
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services) or Where this is not possible the requirements £500,000 (for reasons must be recorded. Best (refer to 13.4 for works): value must be obtained and requirements for framework and other corporate sealing) agreements, where they exist, are used (Officer in accordance with Scheme of Delegation must retain sufficient evidence to demonstrate compliance and best value, e.g. oral quotations are not acceptable). If less than three quotes are received than the Officer as set out in the Scheme of Delegation must complete a waiver form to be approved by the Governing Body. The decision must be recorded in writing and all documentation supporting the decision retained. At least five written quotations must Up to £100,000: Contracts above be received. At least two quotations £100,000 to EU from a local supplier must be Signature on thresholds* (for sought. Where this is not possible Standard Contract supplies and the reasons must be recorded. Best or sealed by Legal services) or value must be obtained and where Services if required £500,000 (for works) framework services are available from the LA the school should Over £100,000: consider their merits as part of the contract award process. (Officers as Sealed by Legal set out in the Scheme of Delegation services must retain sufficient evidence to demonstrate compliance and best value, e.g. by confirmation of oral quotations in writing). If less than five quotes are received then the waiver form needs to be completed for the Governing Body to approve. The decision must be recorded in writing and all documentation supporting the decision retained.
In all cases at least 5 Contractors should be invited to Quote (for works) or Tender, unless there is an overriding business or legal justification that this is not required.
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Where it is not possible for any reason to adhere to the requirements for any of the above thresholds a waiver form has to be completed. Contracts above the current EU Thresholds must be procured in accordance with the Public Contracts Regulations 2015. If the school requires assistance in this or any other procurement matter then the LA’s procurement function PS Procure may be able to provide a service (chargeable) to support them.
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