People and Communities

Strategic Schools Forum

25 November 2020 9:30am via MSTeams Agenda Action Lead Apologies and Declarations of Interest - SSF 1. 9:30 members are reminded that they need to declare an John Simpson interest in any item that is on the agenda

2. 9:35 Minutes of the previous meeting John Simpson

Matters arising – not on the agenda 3. 9:40 John Simpson Notification of AOB -

Chair’s Business 4. 9:40 John Simpson • None -expected

Governance: 5. 9:45 Information Emma Whitehead • None - expected

Finance Report, incorporating:

6. 9:45 • Monitoring Report for 2020-21 Decision Emma Whitehead • 2021/22 DSG and Schools Budget 7. 10:30 Education Inclusion Service – Information Wendy Packer

8. 10:45 Evaluation of meeting – Date of next meeting- 20 January 2021 – MSTeams Papers will be issued on Wednesday 13 January 2021 where possible.

People and Communities Strategic Schools Forum

Wednesday 7th October 2020 09:30am, Microsoft Teams

Member Title P – Present S – Substitute A - Apologies ACADEMY REPRESENTATIVES - vote

LOUISE MALIK Chief Financial and Operating Officer, Lighthouse P Schools Partnership

CHRIS HILDREW Academy Headteacher, Churchill Academy & Sixth P Form WILLIAM HARDING Academy Governor/Trustee of North Somerset P School in Bristol-based Cathedral School Trust TONY SEARLE Academy Headteacher, Hans Price Academy P

MARK ANTOINE Academy representative – Secondary Business P Manager/Chief Operations Officer ADAM MATTHEWS Academy CEO, Extended Learning Academies P Network JACQUI SCOTT Academy Head Teacher, Worle Community School A - Kaleidoscope

STEPHEN WEBBER Academy Headteacher, Clevedon Learning Trust P

STEVE DAVIS Academy Governor, Head of Parklands Educate A Together and Chair of PHANS MAINTAINED SCHOOLS HEADTEACHERS - vote SARAH HARDING Primary Headteacher Kewstoke P TRACEY TOWLER Special School Headteacher Westhaven School P EMMA GUNDRY PRU Principal, Voyage Learning Campus A MAINTAINED SCHOOLS GOVERNORS (PRIMARY) - vote WENDY FARRIER Maintained School Representative – Primary A Governor (Churchill Primary) NON-SCHOOLS MEMBERS – no vote JOHN SIMPSON Independent Community Representative, Chair P CLLR CATHERINE Executive Member for Children and Young Peoples P GIBBONS Services CLLR WENDY GRIGGS Chair of CYP Policy and Scrutiny Panel A

CLAIRE HUDSON Diocese of Bath and Wells A

PAUL TRAUBERMAN Early Years – Rainbow Smiles Nursery P

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KAREN WORTHINGTON 14 – 19 – Weston College P

JON REDDIFORD RTPA A

OBSERVERS – no vote MIKE EVANS Special School Governor (Ravenswood School P (CoG)) SALLY VARLEY Service Leader – Strategic Planning & A Governance, North Somerset Council

PRESENTING OFFICER PRESENT – no vote WENDY PACKER Education Inclusion Service Lead and Virtual School P Headteacher NORTH SOMERSET COUNCIL REPRESENTATIVES (FOR INFORMATION) – no vote SHEILA SMITH Director of People and Communities A KATHERINE SOKOL Finance Business Partner A CAROLANN JAMES Interim Assistant Director Children’s Support & A Safeguarding Education Funding Manager with responsibility for SSF – no vote EMMA WHITEHEAD Education Funding Manager P CLERK – no vote HANNAH CUSHEN Business Support P

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Item Issue Action

1. Apologies and Declarations of interest (JS) JS welcomed everyone to the meeting and apologies were noted. He explained that if a vote was required, he would go down the list of members individually, so each vote is noted.

There were no declarations of interest reported.

2. Minutes of the previous meeting (JS) Approved for accuracy.

3. Matters arising that are not on the agenda and notification of AOB (JS)

There were no matters arising that were not on the agenda.

Notifications of AOB:

• Letter from professional associations – tend to receive these

requests annually from teaching unions r requesting that to union

facilities time be considered as a de-delegation or a pooled scheme.

The unions suggest this is what many Local Authorities have in

place. However, this is something that schools and SSF in North

Somerset have moved away from. Therefore, EW asked for

approval from the SSF to respond as in previous years, ’North

Somerset will not be putting this as a proposal to make as a de-

delegation due to the low number of maintained schools and there

is no interest in establishing a pooled scheme’. It was established

that there were 17 maintained schools currently, with 3 further Approved schools likely to become academies by the end of 2021. The SSF by the SSF approved this response.

• Early Years Funding – EW wanted to confirm how EY funding was being allocated in North Somerset for Autumn 2020. North Somerset is funding as per the Government’s guidance: https://www.gov.uk/government/publications/use-of-free- early-education-entitlements-funding-during-the- coronavirus-outbreak]. • NS are continuing to pay monthly in 4 equal payments relating to the Autumn Term based on the claim submitted – we will then have the adjustment period at the end of term with payments adjusted in January as usual. • We will fund settings that have to close due to public health reasons • We will fund settings for children that are absent as they need to self-isolate

We are therefore funding as if autumn term 2020 were happening normally which is the intention of the DfE and its guidance.

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There is press coverage of the Early Year Alliance views who propose that autumn 2019 rates are applied to Early Years providers to offer them some stability during the pandemic. This has been offered as guidance to local authorities, but EW explained that An understanding of the impact of Covid-19 on numbers needs to be ascertained and any additional monies over and above the financial assistance that has been available already to ensure that providers are sustainable need to be allocated fairly. Until the adjustments are submitted by providers and a comparison can be made with 2019 it is not possible to determine what the levels, using 2019 child levels would have been.

The SSF were asked for their views.

SH advised that 5 out of 6 local authorities nationally, are funding at last year’s rates and block buying, could NSC consider this?

EW advised that NSC are funding at a higher hourly rate than Autumn 2019. That NSC had answered the Freedom of Information Request and that sometimes it is the interpretation of these requests and spin that the media and others add that confuses. There are a number of financial schemes to help providers, some are funded on the number of students, discretionary grants, and loans. No more money for Early Years will be coming in to our knowledge, and NSC do not want to impact on future funding rates as they need to ensure sustainability short term and long term.

SH felt it was presented to the media wrongly.

EW explained that a Government snapshot census was hoped for but had not been forthcoming so NSC can only take data at the end of term once all providers have had an opportunity to submit adjustments for the Autumn term.

SH was concerned for the providers who could not sustain the next few months. EW invited the providers in this situation to contact NSC directly, but in her experience, at recent providers meetings, she had not come across this in fact we have seen growth in some areas with new provision or providers returning to offering funded places

PT agreed with EW and confirmed that he had not been contacted by many struggling providers. He had found that the providers finding it hardest were those working with purely funded children. Some had dropped their hours. In his experience, clients were moving to settings that opened from 8.00am to 6.00pm.

4. Chair’s Business (JS)

• North Somerset Parent Carers Working Together –

Annual Report JS explained that the report, commissioned by the DfE had been sent to him by the Chairman of the group, Kenton Mee.

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He urged the SSF to read it, especially the Executive Summary which gave an interesting parents perspective.

This was the first time the report had been sent to the SSF and JS suggested that it is received annually.

5. Governance (EW) None – expected.

6. Finance Report (EW) ` The Finance Report was distributed prior to the meeting.

• Monitoring report for 2020-21

EW advised that the report covered period 1st April 2020 to 31st

August 2020 and was showing an overspend of £500,000 in Top-up

Funding.

A overspend of £309,000 for children missing education was

predicted, mainly due to the pandemic forcing students to be

educated at home.

Out of Authority Placements forecast a figure of £6,250,000, which

would be an overspend of £1,770,000. Longer term this figure would

be expected to decrease with the new SEMH school, the expansion

of Baytree School, and the hubs but this would not be quick.

With regard to Special Out of County Placements, JS noted that the

figures had not increased much but the percentages had. EW

explained that the price variance had been impacted by the overall

budget and the way it was previously reported. It was a statistical

matter rather than inflation. Providers had also increased their costs.

EW explained that the council budget was predicting a £10,000,000

overspend in Children’s Services. There was a large amount of work

being undertaken to look at how Covid-19 had impacted NSC and

supporting LS’s.

The NSC revenue budget was not yet in place.

• Deficit Management Plan feedback st EW advised that the DfE had postponed their visit due on 31 March 2020 due to the pandemic. It was rearranged virtually in July. There was a feeling that the DfE wanted to help and understand, but they did not provide any inspirational ideas as to how to resolve the deficit.

They approved the mitigation plans and were in support of the SEND Summit. EW and WP had responded in July 2019 to a DfE call for evidence. They have not received a response to this but expect the Green Paper based on this response to be publishes in the Autumn.

• 2021/22 DSG and Schools Budget JS advised that DfE do not expect LA’s to have balanced budgets going forward, EW had spoken to them regarding having a Supported Schools Forum for block movements. Whilst colleagues recognised that the 2020/21 budget proposals and block movements

5 had been supported that most requests has been rejected by the Secretary of State.

As the Secretary of State had rejected the 0.7%Schools Block movement to the High Needs Block for the 2020/21 budget, it was almost certain that any request over 0.5% within the DSG for 2021/22 were highly unlikely to be approved.

It was felt that the lack of solutions to resolving the deficit by the DfE will be detrimental to them as many LA’s may wish to take legal action.

Recommendations i) Note the monitoring as at the 31st August 2020 for the 2020-21 financial year and the key areas of note, which are the Out of District projected spend, Top-up-Funding and spend relating to Children Missing Education. This was Noted by noted by the SSF. the SSF

EW advised that the DfE have suggested for 2021/22 mirrors 2020/21. The Government’s budget for the autumn 2019 has been postponed and the comprehensive spending review had been delayed as a result of this. She suggested that there was likely to be another one-year extension.

The DSG is in the fortunate position that the announcements made in Autumn 2019 still stand, nationally £2.2 billion has been put into DSG. Teachers pay grant and pension increase grant are now subsumed into DSG. The detail is not known for special schools.

EW has started to work on the budget for NSC and the headlines are: I. The minimum per pupil amount for 2021-22 will increase from £3,750 for primary schools to £4,180 and from £5,000 to £5,145 for secondary schools.

II. The local minimum funding guarantee can be set between 0.5% and 2%.

III. Teachers’ Pay and Pension grants are also transferring into the High Needs Block, increasing the basic entitlement for special schools and with a new factor for PRUs, including Supplementary Funding. The allocation of these will be on an equivalent to what was received in 2020/21 basis.

IV. Early Years Block information was not known but it was assumed they would be based on historical figures. It was hoped that there would be more certainty with figures at the next meeting.

LM asked whether the High Needs Block needed 0.5%? EW confirmed it is, due to the pressures on the High Needs Block and also the commitment by SSF to try and repay the deficit. All schools will get the minimum amount.

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ii) Approve the continuation of a 0.5% transfer from the Agreed by Schools Block to the High Heeds Block. This was agreed the SSF unanimously by the SSF.

EW explained that the proposed timetable shown in her report and a large consultation was not expected for 2021/22.

EW advised that the initial disapplication deadline is the 11th October, but a submission was not expected.

Both the Formula Review Working Group and Early Years have not met for some time, this is due to the limited opportunity to influence the distribution of funding and this remains the case. Though in relation to Early Years there is a proposal to have a strategic group in place that incorporates funding. EW is working on a proposed TOR with relevant leads in the EY Team.

The High Needs place changes process was released first thing today. The next disapplication deadline is s 20th November 2020. EW did not expect any disapplication’s to be submitted, particularly now the 0.5% transfer has been agreed from the schools block to the high needs block for 2021/22 .

The next meeting of the SSF is 25th November 2020. EW proposed that any Funding Consultation would begin on 26th November 2020.

iii) Approve the proposed 2021/22 schools budget setting Agreed by process, including timetable. This was agreed by the SSF. the SSF

7. Education Inclusion Service (WP) WP updated the meeting on the Education Inclusion Services and in

particular: progress with each of the projects resulting from the Specialist and Alternative Provision Review; pressures on the Top-up Funding (TUF) budget; the increase in Elective Home Education requests and the details for the proposed Inclusion Summit.

• Specialist and Alternative Provision Review – Project

Updates The project updates were for: ▪ SLD and HFASD Resource bases ▪ SEMH – Wave 13 bid process ▪ Complex Physical Needs – Baytree school ▪ Pupil Referral Unit – Voyage Learning Campus (VLC)

LM asked what was proposed for the new building at VLC. WP explained that it is not for the VLC to increase its numbers. It will, however, provide additional space and thus flexibility for the VLC. WP outlined that the VLC is working with the LA to develop some intervention outreach support offers for schools, which would allow small groups of learners to access some part-time interventions at the VLC. The intentions are to help schools and reduce exclusions. JS was pleased to see this was going forward.

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i) SSF note the progress to date of the new developments Noted by resulting from the Specialist and Alternative Provision (AP) the SSF Review This was noted by the SSF.

WP explained that when her report was submitted there had been a scheduled interview for a High Needs Officer, which would have taken place before this SSF meeting. This did not happen as there was one application. It is believed that the current proposed salary is too low. WP is reviewing this with HR. Consideration now needs Noted by to be given as to whether the role should be for a teacher. This the SSF was noted by the SSF.

• Quality assurance of TUF

WP explained that it had not been long since the last TUF

consultation and subsequent changes. She suggested, therefore,

that it was prudent not to go through another consultation at this

point, especially in light of the proposed forthcoming Inclusion

Summit.

ii) SSF notes the current situation in relation to Top- Up Noted by Funding and the recommendation to accept the current the SSF provision for this academic year This was noted by the SSF.

WP explained that some schools are now requesting additional

funding if they are to continue to support individual student’s needs

as identified in the EHCPs. Without this additional support the

placements are in danger of breaking down with the need to seek

special school provision.TT suggested case studies and evidence-

based examples should be provided to help understand the Agreed by complexities and path of evidence. TT explained that this was a the SSF much wider issue. This was agreed by the SSF.

• Rise in the number of Elective Home Educated (EHE) referrals WP corrected the figure of EHE referrals in her report. It should have read 40 not 50. WP explained that the number of EHE students had risen dramatically in September, many due to Covid- 19. Since submitting the report, the number has increased to 54 students, some of these are siblings. WP commented that some of the requests followed positive experiences of working from home during the lockdown. This has been the experience of a number of Children Looked After. The increase in EHE numbers is reflected in many parts of the country.

iii) SSF notes the increased number of Electively Home Noted by Educated Students Noted by the SSF. the SSF

• The Inclusion Summit WP explained that a date had been set for May 2020, prior to the pandemic. The subsequent lockdown meant it was postponed.

WP and JS were conducting virtual interviews to understand the views of the stakeholders in respect of schools’ experience of students with EHCPs; the nature of available support and need; the

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management of those with demanding behaviours and the possible consequences of a need for special school places and the rise in permanent exclusion numbers. WP requested that the Inclusion Summit was rescheduled as a priority and is held in a virtual format.

The Local Authority is expecting the revisit of the Local Joint Area Review in early 2021. A peer review looking at SEND is also anticipated before the end of 2020.

JS added that interesting ideas were coming out of the interviews and suggestions for best practice.

It was agreed by the SSF that the Summit is held virtually at the Agreed by end of November 2020. the SSF

iv. SSF notes the information regarding the Inclusion Noted by Summit Noted by the SSF. the SSF

• EP Community Support It was identified in the pre-Summit work that there is a need to develop the skills and knowledge of staff in schools to manage complex behaviours in students. Educational psychologists working with North Somerset are establishing a community provision, which will provide SENCO training and CPD on SEND related topics, as the Graduated Response. The Local Authority is using some of its commissioned educational psychology time to facilitate this.

8. Evaluation of Meeting JS thanked the members for their contributions throughout the meeting. 6. 9. Date of Next Meeting Wednesday, 25th November 2020. To be held virtually and will start at 9:30am.

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DEDICATED SCHOOLS GRANT MONITORING 2020/21 - AS AT 30TH SEPTEMBER 2020 1 2 3 4 5 6 7 Cost Centre Budget description Original Budget Final Budget Movements Budget Expenditure Projected Variance 2019/20 2019/20 2020/21 To Date Outturn for year £ £ £ £ £ £ 1 UNIVERSAL PROVISION AND EARLY INTERVENTION 2 Delegated Funding Delegated Funding 128,312,354 0 128,312,354 0 0 3 Less Academy Recoupment Less Academy Funding (117,245,963) 268,556 (116,977,407) 0 0 4 Total Delegated Funding 11,066,391 268,556 11,334,947 10,905,413 11,334,947 0 5 EBX998 De-delegations - Insurance 75,614 0 75,614 (75,615) 75,614 0 6 EBZ001/4/5/7 Provision for 2, 3 and 4 year olds 0 0 11,154,247 4,845,966 11,154,247 0 7 EES001 Retained Services 443,273 0 443,273 258,576 443,273 0 8 Total Universal Provision and Early Intervention 11,585,278 268,556 23,008,081 15,934,341 23,008,081 0 9 10 INTENSIVE SUPPORT FOR VULNERABLE LEARNERS 11 EBX320 Inclusion Advisory Team 7,700 0 7,700 2,450 7,700 0 12 EBX934 Travellers Service 93,167 0 93,167 55,209 93,167 0 13 EBX935 Sensory Impairment - Joint Arrangement 248,440 0 248,440 (22,637) 248,440 0 14 EBY999 Psychology Service 72,910 0 72,910 36,455 72,910 0 15 EBY999 Portage 66,840 0 66,840 33,420 66,840 0 16 EBY999 VLS Management 108,816 0 108,816 73,878 108,816 0 17 EES002 Virtual Schools 137,452 0 137,452 50,802 137,452 0 18 EES003 Safeguarding 59,466 0 59,466 12,133 59,466 0 19 EES007/EBX801 SALT & SALSA 19,999 0 19,999 0 20,000 1 20 Total Vulnerable learners service 814,790 0 814,790 241,710 814,791 1 21 22 EEH803 Delegated Place Funding 4,230,000 344,333 4,574,333 4,425,422 4,507,667 (66,666) 23 EBW002 SEN equipment & Other costs 465,000 0 465,000 229,079 465,000 0 24 EBW999 Out of Authority Placements 4,564,562 (78,399) 4,486,163 3,125,686 6,397,309 1,911,146 25 EBZ003 Early Years Commissioned Services 166,825 0 166,825 91,145 166,825 0 26 EES010 Top-up Funding 12,769,159 (298,101) 12,471,058 6,639,632 13,101,044 629,986 27 EEH805 Truro Pathways (Ex Westhaven Horizons) 250,376 0 250,376 260,379 250,376 0 28 EEH805 School Placement Support Team (Ex Westhaven Phoenix) 120,037 0 120,037 60,019 120,037 0 29 EBX300 Elective home educated children 18,333 0 18,333 10,694 18,333 0 30 EBX312 Out of school Panel for CME 100,000 0 100,000 324,750 547,834 447,834 31 EBX321 Business Rates and Rent for AP 110,000 0 110,000 65,000 110,000 0 32 EBX325 Commissioned tuition service 540,000 0 540,000 0 540,000 0 33 ELSC01 Post 16 Funding Specials 0 0 0 0 0 0 34 EBX800 Enhanced Provision 94,409 0 94,409 55,072 94,409 0 35 Total Other Intensive Support for vulnerable learners 23,428,701 -32,167 23,396,534 15,286,878 26,318,834 2,922,300 36 37 STRATEGIC MANAGEMENT AND CENTRALLY ADMINISTERED 38 EEN700 Strategic Schools Forum 7,548 0 7,548 2,133 7,548 0 39 EEN399/EG2101 Support and advice for SSF 58,161 0 58,161 35,236 58,161 0 40 EEN199 Licences and Subscriptions 150,892 0 150,892 150,892 150,892 0 41 EBZ011 Early Years Administration 94,282 0 94,282 54,998 94,282 0 43 EEN599 Pupil Admissions Section 230,000 0 230,000 134,167 230,000 0 44 EES006 Costs of Prudential Borrowing 632,704 0 632,704 632,703 632,704 0 45 EEN101/EGB05B/EEV170 Other Central Schools Services 0 0 0 0 0 0 46 EPC001 Contingencies 930,317 0 930,317 168,042 930,317 0 48 Total Strategic management and centrally administered 2,103,904 0 2,103,904 1,178,172 2,103,904 0 49 50 TOTAL SCHOOLS EXPENDITURE BUDGET 37,932,673 236,389 49,323,309 32,641,101 52,245,610 2,922,301 51 52 DEDICATED SCHOOLS GRANT (48,935,103) (388,206) (49,323,309) (28,245,214) (49,323,309) 0 53 BALANCE (11,002,430) (151,817) 0 4,395,887 2,922,301 2,922,300 54 55 OTHER GRANTS/INCOME (NON DSG) 56 EXPENDITURE 57 EPF001/ESP001 Pupil Premium Grant [DfE] 500,000 0 500,000 596,730 596,730 96,730 58 LACPP Pupil Premium Grant [DfE] - LACPP 500,000 0 500,000 119,371 428,650 (71,350) 59 EPF001/ESP001-XIS09 Teachers Pay Grant [DfE] 500,000 0 500,000 348,843 500,000 0 60 EPF001/ESP001-XIS17 Other DFE Grants - Summer Schools/Year 7 327,000 0 327,000 128,904 327,000 0 61 EPF001/ESP001-DAA05/XIS18 Universal Infant Free School Meals 430,000 0 430,000 413,433 430,000 0 62 EES004-grantexp Extension of Implementation Grant 0 46,617 46,617 23,509 46,617 0 63 Covid Grants Expentidure Covid Grants Expentidure 0 0 0 93,610 103,184 103,184 64 Other Non DSG-exp Other Non DSG 0 0 0 0 0 0 65 TOTAL EXPENDITURE 2,257,000 46,617 2,303,617 1,724,400 2,432,181 128,564 66 67 GRANT FUNDING 68 EDSG01-GTI03 Pupil Premium Grant [DfE] (500,000) 0 (500,000) (404,079) (596,730) (96,730) 69 EDSG01-GTI03+ Pupil Premium Grant [DfE] - LACPP (500,000) 0 (500,000) (119,371) (428,650) 71,350 70 EDSG01-GTI04 Teachers Pay Grant [DfE] (500,000) 0 (500,000) (363,967) (500,000) 0 71 EDSG01-GTI07 Other DFE Grants - Summer Schools/Year 7 (327,000) 0 (327,000) (128,902) (327,000) 0 72 EDSG01-GTI08 Universal Infant Free School Meals (430,000) 0 (430,000) (420,976) (430,000) 0 73 EES004-grant Extension of Implementation Grant 0 (46,617) (46,617) (23,509) (46,617) 0 74 Covid Grants Income Covid Grants Income 0 0 0 (103,184) (103,184) (103,184) 75 Other Non DSG-income Other Non DSG 0 0 0 0 0 0

76 TOTAL GRANT FUNDING (2,257,000) (46,617) (2,303,617) (1,563,987) (2,432,181) (128,564) 77 BALANCE 0 0 0 160,413 0 0 78 BALANCE DSG AND OTHER GRANTS (11,002,430) (151,817) 0 4,556,300 2,922,301 2,922,300 Appendix B Mainstream Schools and Academies FTE TUF Band Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Annual FTE A1 56 64 65 64 64 66 66 66 66 64 64 64 64.08 A2 18.6 17.6 17.6 17.6 17.6 16.6 16.6 16.6 16.6 16.6 16.6 16.6 17.5 A3 3 3 3 3 3 3 3 3 3 3 3 3 3 B1 137 155 155 155 155 147 145 144 144 144 144 144 147.49 B2 81 83 83 83 83 85 85 85 86 86 86 86 84.33 B3 5 5 5 5 5 6 9 9 8 7 7 7 6.5 C1 109 110 109 108 106 91 88 88 89 89 89 89 97.12 C2 89.6 106.6 105.6 106.6 106.6 102 101 102 100 100 100 100 101.92 C3 9 9 9 9 9 10 13 13 13 13 13 13 11.08 C4 1 3 3 3 3 2 2 2 2 2 2 2 2.26 DH1 2 4 4 4 4 5 5 5 5 5 5 5 4.42 DH2 6.5 6.5 6.5 6.5 6.5 6.5 6.5 6.5 6.5 6.5 6.5 6.5 7 DH3 3 3 3 3 3 3 3 3 3 3 3 3 3 DV1 4 3 3 3 3 5 5 5 5 5 5 5 4.24 DV2 1 2 2 2 2 1 1 1 1 1 1 1 1.34 DV3 3 3 3 3 3 3 3 3 3 3 3 3 3 DV4 1 1 1 1 1 1 1 1 1 1 1 1 1 E1 49 49 49 49 49 35 35 35 35 35 35 35 40.88 E2 24 24 24 24 24 25 25 25 25 25 25 25 24.58 E3 1 1 1 1 1 2 2 2 2 2 2 2 1.58 OLA 9 8 8 8 8 7 7 7 7 7 7 7 7.5 OTH 7 7 7 7 7 7 8 8 8 7 7 7 7.25 OTH+ 0 0 0 0 0 0 0 0 0 0 0 0 0 Personal Budgets 2 2 2 2 2 1 1 1 1 1 1 1 1.4 Total 621.7 669.7 668.7 667.7 665.7 630.1 631.1 631.1 630.1 626.1 626.1 626.1 642.47 Totals 31-08-20 621.7 667.7 666.7 666.7 664.7 606.1 605.1 605.1 603.1 603.1 603.1 603.1 638.9 Inc / (dec) 0 2 2 1 1 24 26 26 27 23 23 23 3.57 £ Average TUF Band Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Total Funding Spend per pupil A1 20,300 23,200 23,563 23,200 23,200 23,925 23,925 23,925 23,925 23,200 23,200 23,200 278,763 4,350 A2 8,880 8,403 8,403 8,403 8,403 7,925 7,925 7,925 7,925 7,925 7,925 7,925 97,967 5,598 A3 2,712 2,712 2,712 2,712 2,712 2,712 2,712 2,712 2,712 2,712 2,712 2,712 32,544 10,848 B1 32,538 36,813 36,813 36,813 36,813 34,913 34,438 34,200 34,200 34,200 34,200 34,200 420,138 2,849 B2 47,446 48,617 48,617 48,617 48,617 49,789 49,789 49,789 50,375 50,375 50,375 50,375 592,779 7,029 B3 5,298 5,298 5,298 5,298 5,298 6,357 9,536 9,536 8,477 7,417 7,417 7,417 82,647 12,715 C1 25,888 26,125 25,888 25,650 25,175 21,613 20,900 20,900 21,138 21,138 21,138 21,138 276,688 2,849 C2 52,483 62,441 61,855 62,441 62,441 59,747 59,161 59,747 58,575 58,575 58,575 58,575 714,615 7,012 C3 9,536 9,536 9,536 9,536 9,536 10,596 13,775 13,775 13,775 13,775 13,775 13,775 140,924 12,719 C4 1,456 4,368 4,368 4,368 4,368 2,912 2,912 2,912 2,912 2,912 2,912 2,912 39,312 17,395 DH1 308 617 617 617 617 771 771 771 771 771 771 771 8,171 1,849 DH2 3,010 3,010 3,010 3,010 3,010 3,010 3,010 3,010 3,010 3,010 3,010 3,010 36,120 5,160 DH3 2,650 2,650 2,650 2,650 2,650 2,650 2,650 2,650 2,650 2,650 2,650 2,650 31,800 10,600 DV1 617 463 463 463 463 771 771 771 771 771 771 771 7,863 1,854 DV2 463 926 926 926 926 463 463 463 463 463 463 463 7,409 5,529 DV3 2,650 2,650 2,650 2,650 2,650 2,650 2,650 2,650 2,650 2,650 2,650 2,650 31,800 10,600 DV4 1,546 1,546 1,546 1,546 1,546 1,546 1,546 1,546 1,546 1,546 1,546 1,546 18,551 18,551 E1 32,054 32,054 32,054 32,054 32,054 22,896 22,896 22,896 22,896 22,896 22,896 22,896 320,543 7,841 E2 20,614 20,614 20,614 20,614 20,614 21,473 21,473 21,473 21,473 21,473 21,473 21,473 253,381 10,308 E3 1,970 1,970 1,970 1,970 1,970 3,940 3,940 3,940 3,940 3,940 3,940 3,940 37,428 23,689 OLA 0 0 0 0 0 0 0 0 0 0 0 0 0 0 OTH Bespoke 14,584 14,584 14,584 14,584 14,584 12,257 14,797 14,797 14,797 12,257 12,257 12,257 166,341 22,944 OTH+ Bespoke 5,914 5,914 5,914 5,914 5,914 3,780 3,780 3,780 3,780 3,780 3,780 3,780 56,029 0 Personal Budgets 667 667 667 667 667 42 42 42 42 42 42 42 3,625 2,589 Total 293,583 315,176 314,716 314,701 314,226 296,736 303,860 304,209 302,801 298,476 298,476 298,476 3,655,437 5,690 Totals 31-08-20 293,788 315,256 314,795 315,144 314,669 286,221 286,221 286,221 285,398 285,398 285,398 285,398 3,553,905 5,563 Inc / (dec) -205 -80 -79 -443 -443 10,515 17,639 17,988 17,403 13,078 13,078 13,078 101,532 127 FTE TUF Band Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Annual FTE A1 50 50 50 50 50 52 52 52 52 52 52 52 51.16 A2 38.4 35.4 35.4 35.4 35.4 46.4 46.4 46.4 46.4 46.4 46.4 46.4 42.62 A3 14 15 15 15 14 19 19 19 19 19 19 19 17.15 A4 2 2 2 2 2 1 1 1 1 1 1 1 1.42 B1 35 35 35 35 35 34 34 33 33 33 33 33 34 B2 62 60 60 60 60 69 69 69 69 69 69 69 65.38 B3 34 34 34 34 34 37 37 37 37 38 38 38 35.99 B4 13 14 14 14 14 17 17 17 17 17 17 17 15.65 C1 5 5 5 5 5 5 5 5 5 5 5 5 5 C2 10 10 10 10 10 22 22 22 22 22 22 22 16.96 C3 12 12 12 12 11 12 13 13 13 13 13 13 12.41 C4 4 4 4 4 4 5 5 5 5 5 5 5 4.58 DH1 0 0 0 0 0 2 2 2 2 2 2 2 1.16 DH2 1.5 1.5 1.5 1.5 1.5 1.5 1.5 1.5 1.5 1.5 1.5 1.5 2 DH3 1 1 1 1 1 1 1 1 1 1 1 1 1 DV2 1 1 1 1 1 0 0 0 0 0 0 0 0.42 DV3 1 1 1 1 1 1 1 1 1 1 1 1 1 DV4 1 1 1 1 1 1 1 1 1 1 1 1 1 E1 5 5 5 5 5 6 6 6 6 6 6 6 5.58 E2 14 11 11 11 11 10 10 10 10 10 10 10 10.66 E3 25 30 30 30 30 38 38 38 38 38 38 38 34.23 Nailsea ASD Hub 0 0 0 0 0 10 10 10 10 10 10 10 5.8 NIL 13 13 13 13 13 3 3 3 3 3 3 3 7.2 OLA 18 17 17 17 17 17 17 17 17 17 17 17 17.08 VLC 75 74 75 75 75 46 47 47 47 47 47 47 58.59 Total 434.9 431.9 432.9 432.9 430.9 455.9 457.9 456.9 456.9 457.9 457.9 457.9 448.04 Totals at 31-08-20 433.9 430.9 430.9 430.9 428.9 442.9 442.9 442.9 442.9 442.9 442.9 442.9 439 Inc / (dec) 1 1 2 2 2 13 15 14 14 15 15 15 9.04 £ Average TUF Band Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Total Funding Spend per pupil A1 14,938 14,938 14,938 14,938 14,938 15,530 15,530 15,530 15,530 15,530 15,530 15,530 183,395 3,585 A2 21,574 19,889 19,889 19,889 19,889 26,069 26,069 26,069 26,069 26,069 26,069 26,069 283,612 6,654 A3 20,264 21,711 21,711 21,711 20,264 27,501 27,501 27,501 27,501 27,501 27,501 27,501 298,169 17,386 A4 6,398 6,398 6,398 6,398 6,398 3,199 3,199 3,199 3,199 3,199 3,199 3,199 54,384 38,299 B1 7,084 7,084 7,084 7,084 7,084 6,887 6,887 6,683 6,683 6,683 6,683 6,683 82,613 2,430 B2 34,803 33,679 33,679 33,679 33,679 38,746 38,746 38,746 38,746 38,746 38,746 38,746 440,742 6,741 B3 49,212 49,212 49,212 49,212 49,212 53,555 53,555 53,555 53,555 55,002 55,002 55,002 625,285 17,374 B4 41,588 44,787 44,787 44,787 44,787 54,384 54,384 54,384 54,384 54,384 54,384 54,384 601,427 38,430 C1 1,020 1,020 1,020 1,020 1,020 1,020 1,020 1,020 1,020 1,020 1,020 1,020 12,245 2,449 C2 5,618 5,618 5,618 5,618 5,618 12,360 12,360 12,360 12,360 12,360 12,360 12,360 114,613 6,758 C3 16,350 16,350 16,350 16,350 14,988 16,350 17,713 17,713 17,713 17,713 17,713 17,713 203,013 16,359 C4 7,698 7,698 7,698 7,698 7,698 9,623 9,623 9,623 9,623 9,623 9,623 9,623 105,852 23,112 DH1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DH2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DH3 413 413 413 413 413 413 413 413 413 413 413 413 4,960 4,960 DV2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DV3 646 646 646 646 646 646 646 646 646 646 646 646 7,757 7,757 DV4 1,447 1,447 1,447 1,447 1,447 1,447 1,447 1,447 1,447 1,447 1,447 1,447 17,369 17,369 E1 2,181 2,181 2,181 2,181 2,181 2,619 2,619 2,619 2,619 2,619 2,619 2,619 29,240 5,240 E2 10,546 8,283 8,283 8,283 8,283 7,543 7,543 7,543 7,543 7,543 7,543 7,543 96,476 9,050 E3 56,988 68,385 68,385 68,385 68,385 86,621 86,621 86,621 86,621 86,621 86,621 86,621 936,875 27,370 Nailsea ASD Hub 0 0 0 0 0 5,680 5,680 5,680 5,680 5,680 5,680 5,680 39,760 6,855 NIL 0 0 0 0 0 0 0 0 0 0 0 0 0 0 OLA 0 0 0 0 0 0 0 0 0 0 0 0 0 0 VLC 54,315 54,315 54,315 54,315 54,315 54,315 54,315 54,315 54,315 54,315 54,315 54,315 651,776 11,124 Total 353,085 364,057 364,057 364,057 361,247 424,509 425,871 425,667 425,667 427,115 427,115 427,115 4,789,561 10,690 Totals at 31-08-20 352,786 363,758 363,758 363,758 360,948 412,076 412,076 412,076 412,076 412,076 412,076 412,076 4,689,537 10,682 Inc / (dec) 299 299 299 299 299 12,433 13,796 13,592 13,592 15,039 15,039 15,039 100,024 8 Appendix C Out of County Placements Age in the Variance Actual Costs Variance to financial Category Jun-20 Jul-20 Aug-20 Sep-20 . to Prior 2019/20 2019/20 Actual year Month 1 9 - 10 ASD 0 0 0 45,456 45,456 45,456 0 2 10 - 11 ASD 76,833 79,911 79,911 79,911 79,911 3,078 0 3 11 - 12 ASD 43,507 32,758 13,731 13,731 13,731 -29,776 0 4 11 - 12 ASD 0 0 16,073 16,073 16,073 16,073 0 5 11 - 12 ASD 71,022 23,672 23,672 23,672 23,672 -47,350 0 6 11 - 12 ASD 12,241 11,261 11,261 11,261 11,261 -980 0 7 11 - 12 ASD 89,876 93,476 93,476 93,476 93,476 3,601 0 8 11 - 12 ASD 17,291 17,451 17,451 17,451 17,451 160 0 9 11 - 12 ASD 9,780 25,578 25,578 25,578 25,578 15,798 0 10 11- 12 ASD 19,724 0 0 0 0 -19,724 0 11 12 - 13 ASD 16,156 24,679 24,679 24,679 24,679 8,523 0 12 13 - 14 ASD 57,657 67,578 67,578 67,578 35,058 -22,599 -32,521 13 13 - 14 ASD 0 0 0 0 45,159 45,159 45,159 14 14 - 15 ASD 30,117 31,661 31,661 31,661 31,661 1,543 0 15 15 - 16 ASD 13,525 16,952 16,952 16,952 16,952 3,427 0 16 15 - 16 ASD 20,388 21,205 21,205 21,205 25,423 5,035 4,218 17 15 - 16 ASD 41,173 42,822 42,822 42,822 42,822 1,649 0 18 15 -16 ASD 45,600 0 0 0 0 -45,600 0 19 16 - 17 ASD 124,817 20,803 20,803 25,918 25,918 -98,899 0 20 16 - 17 ASD 0 0 29,365 29,365 25,021 25,021 -4,344 21 17 - 18 ASD 31,848 0 0 0 0 -31,848 0 22 17 - 18 ASD 97,253 175,786 65,017 65,017 65,017 -32,236 0 23 17 - 18 ASD 12,818 0 0 0 0 -12,818 0 24 17 - 18 ASD 10,270 0 0 0 0 -10,270 0 25 17 - 18 ASD 8,755 0 0 0 0 -8,755 0 26 18 - 19 ASD 8,753 0 0 0 0 -8,753 0 27 18 - 19 ASD -875 0 0 0 0 875 0 28 18 - 19 ASD 18,266 0 0 0 0 -18,266 0 29 19 - 20 ASD 39,660 64,035 64,035 64,035 64,035 24,375 0 30 19 - 20 ASD 10,560 0 0 0 0 -10,560 0 31 19 - 20 ASD -475 0 0 0 0 475 0 32 19 - 20 ASD 4,769 0 0 0 0 -4,769 0 33 19 - 20 ASD 186,432 77,680 77,680 77,680 77,680 -108,752 0 34 19 - 20 ASD 0 50,772 50,772 50,772 50,772 50,772 0 35 19 - 20 ASD 3,534 0 0 0 0 -3,534 0 36 20 - 21 ASD 54,375 54,222 54,222 54,222 54,222 -153 0 37 20 - 21 ASD 54,375 54,222 54,222 54,222 54,222 -153 0 38 20 - 21 ASD 44,508 30,713 30,713 30,713 30,713 -13,794 0 39 20 - 21 ASD -1,200 0 0 0 0 1,200 0 40 20 - 21 ASD 15,141 0 0 0 0 -15,141 0 41 20 - 21 ASD 9,210 0 0 0 0 -9,210 0 42 20 - 21 ASD 99,893 74,462 74,462 74,462 74,462 -25,431 0 43 21 - 22 ASD 14,623 32,150 32,150 32,150 32,150 17,527 0 44 21 - 22 ASD 14,236 0 0 0 0 -14,236 0 45 21 - 22 ASD 72,904 72,515 72,515 72,515 72,515 -389 0 46 9 - 10 ASD 0 52,755 52,755 52,755 52,755 52,755 0 47 9 - 10 ASD 70,940 76,297 76,297 76,297 76,297 5,357 0 48 ASD 101,633 98,899 31,441 31,634 31,634 192 49 10 - 11 HI 2,915 2,907 2,907 2,907 2,907 -8 0 50 12 - 13 HI 48,065 33,455 33,455 33,455 33,455 -14,610 0 51 14 - 15 HI 44,269 35,546 35,546 35,546 35,546 -8,723 0 52 15 - 16 HI 37,955 14,469 14,469 14,469 14,469 -23,486 0 53 16 - 17 HI 37,955 35,053 35,053 35,053 35,053 -2,902 0 54 16 - 17 HI 58,299 10,007 10,007 10,007 14,507 -43,792 4,500 55 8 - 9 HI 59,435 36,350 36,350 36,350 36,350 -23,085 0 56 LD 0 0 0 0 0 0 57 11 - 12 MLD 12,654 24,580 24,580 24,580 24,580 11,926 0 58 11 - 12 MLD 0 12,583 12,583 12,583 12,583 12,583 0 59 13 - 14 MLD 11,643 11,261 11,261 11,261 11,261 -382 0 60 14 - 15 MLD 36,810 36,705 36,705 36,705 36,705 -104 0 61 14 - 15 MLD 25,124 28,821 28,821 28,821 28,821 3,697 0 62 16 - 17 MLD 12,018 0 0 0 0 -12,018 0 63 17 - 18 MLD 30,118 31,325 31,325 31,325 31,325 1,207 0 64 19 - 20 MLD 57,599 61,961 61,961 61,961 61,961 4,362 0 65 9 - 10 MLD 19,500 19,445 19,445 19,445 19,445 -55 0 66 18 - 19 PMLD 0 50,367 50,367 50,367 50,367 50,367 0 67 18 - 19 PMLD 96,452 87,740 87,740 92,469 92,469 -3,983 0 68 20 - 21 PMLD 43,398 64,914 64,914 64,914 64,914 21,516 0 69 20 - 21 PMLD 56,790 94,615 94,615 94,615 94,615 37,825 0 70 10 - 11 SEMH 51,240 51,096 51,096 51,096 51,096 -144 0 71 10 - 11 SEMH 37,081 55,465 55,465 55,465 55,465 18,384 0 72 10 - 11 SEMH 0 0 0 0 41,701 41,701 41,701 73 11 - 12 SEMH 0 49,387 49,387 49,387 49,387 49,387 0 74 11 - 12 SEMH 71,022 23,672 23,672 23,672 23,672 -47,350 0 75 11 - 12 SEMH 0 107,770 107,770 107,770 111,918 111,918 4,148 76 11 - 12 SEMH 0 0 0 51,309 54,820 54,820 3,511 77 11 - 12 SEMH 66,598 71,560 71,560 71,560 71,560 4,962 0 78 11 - 12 SEMH 55,347 55,465 55,465 55,465 55,465 118 0 79 11 - 12 SEMH 17,217 0 0 0 0 -17,217 0 80 11 - 12 SEMH 0 0 0 45,865 45,865 45,865 0 81 11 - 12 SEMH 55,347 55,465 55,465 55,465 55,465 118 0 82 11 - 12 SEMH 500 0 0 0 0 -500 0 83 11 - 12 SEMH 65,627 69,511 69,511 69,511 69,511 3,884 0 84 11 - 12 SEMH 0 46,196 46,196 46,196 46,196 46,196 0 85 12 - 13 SEMH 32,374 73,009 73,009 73,009 73,009 40,635 0 86 12 - 13 SEMH 29,981 69,511 69,511 69,511 69,511 39,530 0 87 12 - 13 SEMH 0 0 0 28,075 28,075 28,075 0 88 12 - 13 SEMH 37,403 41,932 41,932 41,932 41,932 4,530 0 89 12 - 13 SEMH 37,081 55,465 55,465 55,465 55,465 18,384 0 90 12 - 13 SEMH 0 46,196 46,196 46,196 46,196 46,196 0 91 12 - 13 SEMH 55,347 55,465 55,465 55,465 55,465 118 0 92 12 - 13 SEMH 0 0 32,216 37,081 37,081 37,081 0 93 12 - 13 SEMH 0 32,216 39,581 39,581 39,581 39,581 0 94 13 - 14 SEMH 55,347 55,465 55,465 55,465 55,465 118 0 95 13 - 14 SEMH 65,754 65,569 65,569 65,569 65,569 -185 0 96 13 - 14 SEMH 43,333 64,817 64,817 64,817 64,817 21,484 0 97 13 - 14 SEMH 48,329 85,649 85,649 85,649 85,649 37,320 0 98 13 - 14 SEMH 49,552 0 0 0 0 -49,552 0 99 13 - 14 SEMH 2,927 55,465 55,465 55,465 55,465 52,538 0 100 13 - 14 SEMH 31,038 161,251 161,251 161,251 161,251 130,213 0 101 13 - 14 SEMH 42,820 0 0 0 0 -42,820 0 102 13 - 14 SEMH 40,542 55,505 55,505 55,505 55,505 14,963 0 103 13 - 14 SEMH 0 0 32,903 33,769 33,769 33,769 0 104 14 - 15 SEMH 5,187 0 0 0 0 -5,187 0 105 14 - 15 SEMH 8,868 0 0 0 0 -8,868 0 106 14 - 15 SEMH 18,109 0 0 0 0 -18,109 0 107 14 - 15 SEMH 0 0 0 0 31,438 31,438 31,438 108 14 - 15 SEMH 31,202 32,454 32,454 32,454 32,454 1,251 0 109 14 - 15 SEMH 27,806 28,117 28,117 28,117 28,117 311 0 110 14 - 15 SEMH 55,347 55,465 55,465 55,465 55,465 118 0 111 14 - 15 SEMH 71,285 68,045 68,045 68,045 68,045 -3,240 0 112 14 - 15 SEMH 55,347 55,465 55,465 55,465 55,465 118 0 113 14 - 15 SEMH 55,347 55,465 55,465 55,465 55,465 118 0 114 14 - 15 SEMH 0 53,216 53,216 53,216 81,330 81,330 28,114 115 14 - 15 SEMH 0 0 0 12,976 12,976 12,976 0 116 14 - 15 SEMH 50,330 62,800 62,800 62,800 62,800 12,470 0 117 14 - 15 SEMH 0 47,089 47,089 47,089 47,089 47,089 0 118 15 - 16 SEMH 545 0 0 0 0 -545 0 119 15 - 16 SEMH 26,667 0 0 0 0 -26,667 0 120 15 - 16 SEMH 3,887 0 0 0 0 -3,887 0 121 15 - 16 SEMH 0 39,887 39,887 39,887 39,887 39,887 0 122 15 - 16 SEMH 31,274 55,465 55,465 55,465 55,465 24,192 0 123 15 - 16 SEMH 55,347 18,539 18,539 18,539 18,539 -36,808 0 124 15 - 16 SEMH 13,651 0 0 0 0 -13,651 0 125 15 - 16 SEMH 17,529 58,988 58,988 40,474 18,058 529 -22,416 126 15 - 16 SEMH 50,588 15,567 15,567 22,149 22,149 -28,439 0 127 15 - 16 SEMH 44,475 78,201 78,201 78,201 78,201 33,726 0 128 15 - 16 SEMH 9,467 22,472 22,472 22,472 22,472 13,005 0 129 15 - 16 SEMH 71,000 70,800 70,800 70,800 70,800 -200 0 130 15 - 16 SEMH 0 76,779 76,779 76,779 76,779 76,779 0 131 15 - 16 SEMH 60,632 60,461 60,461 60,461 60,461 -171 0 132 16 - 17 SEMH 26,029 0 0 0 0 -26,029 0 133 16 - 17 SEMH 36,807 0 0 0 0 -36,807 0 134 16 - 17 SEMH 3,245 3,490 3,490 3,490 3,490 245 0 135 16 - 17 SEMH 47,657 55,465 55,465 18,541 18,541 -29,116 0 136 16 - 17 SEMH 40,756 7,985 7,985 7,985 4,693 -36,063 -3,292 137 16 - 17 SEMH 58,279 60,627 60,627 60,627 60,627 2,349 0 138 16 - 17 SEMH 36,905 0 0 0 0 -36,905 0 139 16 - 17 SEMH 55,347 23,250 23,250 23,250 23,250 -32,097 0 140 16 - 17 SEMH 54,224 16,835 16,835 12,040 12,040 -42,184 0 141 16 - 17 SEMH 30,139 0 0 0 0 -30,139 0 142 16 - 17 SEMH -900 0 0 0 0 900 0 143 16 - 17 SEMH 4,055 18,947 18,947 18,947 18,947 14,892 0 144 16 - 17 SEMH 53,948 17,983 17,983 17,983 17,983 -35,965 0 145 16 - 17 SEMH 25,672 19,200 19,200 19,200 19,200 -6,472 0 146 16 - 17 SEMH -5,741 0 0 0 0 5,741 0 147 16 - 17 SEMH -3,400 0 0 0 0 3,400 0 148 16 - 17 SEMH 55,347 55,465 55,465 55,465 55,465 118 0 149 17 - 18 SEMH 4,190 0 0 0 0 -4,190 0 150 17 - 18 SEMH 18,266 0 0 0 0 -18,266 0 151 17 - 18 SEMH 14,563 0 0 0 0 -14,563 0 152 17 - 18 SEMH 13,744 0 0 0 0 -13,744 0 153 17 - 18 SEMH 15,466 0 0 0 0 -15,466 0 154 17 - 18 SEMH 43,694 14,565 14,565 27,853 27,853 -15,841 0 155 17 - 18 SEMH 2,067 0 0 0 0 -2,067 0 156 7 - 8 SEMH 68,047 79,775 79,775 79,775 79,775 11,728 0 157 8 - 9 SEMH 60,246 41,933 41,933 41,933 41,933 -18,313 0 158 8 - 9 SEMH 40,723 45,018 45,018 45,018 45,018 4,295 0 159 9 - 10 SEMH -19,174 0 0 0 0 19,174 0 160 SEMH 112,985 112,863 92,964 85,510 85,510 -7,454 161 10 - 11 SLCN 8,093 69,511 69,511 69,511 69,511 61,418 0 162 11 - 12 SLCN 63,803 69,511 69,511 69,511 69,511 5,708 0 163 15 - 16 SLCN 34,431 43,476 43,476 43,476 43,476 9,045 0 164 16 - 17 SLCN 24,029 0 0 0 0 -24,029 0 165 17 - 18 SLCN -5,700 0 0 0 0 5,700 0 166 11 - 12 SLD 22,350 16,952 16,952 16,952 16,952 -5,398 0 167 11 - 12 SLD 6,740 3,144 3,144 3,144 6,980 240 3,836 168 16 - 17 SLD 1,080 5,086 5,086 5,086 5,086 4,006 0 169 17 - 18 SLD 576 0 0 0 0 -576 0 170 17 - 18 SLD 0 0 0 0 54,820 54,820 54,820 171 18 - 19 SLD 24,618 45,313 45,313 45,313 45,313 20,695 0 172 19 - 20 SLD 35,720 43,218 43,218 43,218 43,218 7,498 0 173 20 - 21 SLD 31,051 56,517 56,517 56,517 56,517 25,466 0 174 21 - 22 SLD 45,757 45,628 45,628 45,628 45,628 -129 0 175 21 - 22 SLD 37,182 55,616 55,616 55,616 55,616 18,434 0 176 13 - 14 SPLD 67,392 70,092 70,092 70,092 70,092 2,700 0 177 14 - 15 SpLD 27,234 31,387 31,387 31,387 31,387 4,153 0 178 14 - 15 SPLD 3,239 3,989 3,989 3,989 3,989 750 0 179 15 - 16 SPLD 16,240 15,929 15,929 15,929 15,929 -311 0 180 15 - 16 SPLD 16,847 14,626 14,626 14,626 14,626 -2,221 0 181 15 - 16 SPLD 4,095 0 0 0 0 -4,095 0 182 15 - 16 SPLD 23,200 24,170 1,388 1,476 1,476 -21,725 0 183 15 - 16 SPLD 0 0 0 28,959 28,959 28,959 0 184 16 - 17 SPLD 41,575 40,885 40,885 40,885 40,885 -690 0 185 18 - 19 SPLD 121,859 121,859 121,859 121,859 110,313 -11,546 -11,546 186 9 - 10 SEMH 0 0 0 28,075 28,075 28,075 0 187 11 - 12 SEMH 0 0 0 28,075 28,075 28,075 0 188 11 - 12 SEMH 0 0 0 28,075 28,075 28,075 0 189 17 - 18 ASD 0 0 0 6,539 6,539 6,539 0 190 15 - 16 SEMH 0 0 0 33,468 33,468 33,468 0 191 11 - 12 SEMH 0 0 0 37,081 37,081 37,081 0

192 12 - 13 ASD 0 0 0 21,521 21,521 21,521 0 193 18 - 19 SpLD 10,072 0 0 0 0 -10,072 0 194 18 - 19 SpLD 816 0 0 0 0 -816 0 195 20 - 21 SPLD 6,184 0 0 0 0 -6,184 0 196 20 - 21 SPLD 42 0 0 0 0 -42 0 197 9 - 10 SPLD 0 3,688 3,688 3,688 0 0 -3,688 198 9 - 10 SPLD 7,355 16,762 16,762 16,762 16,762 9,407 0 199 9 - 10 SPLD 0 17,276 17,276 17,276 17,276 17,276 0 200 14 - 15 VI 40,915 40,729 40,729 40,729 40,729 -186 0 201 15 - 16 7,500 0 0 0 0 -7,500 0 202 0 0 0 0 5,108 5,108 5,108 203 0 0 3,500 3,500 3,500 3,500 0 5,521,473 6,006,419 5,972,407 6,255,825 6,397,309 875,836 141,484

Change Count (not FTE) vs August New Placement 4 173,118 Future Placement (Consulting - assumed 50% will start Jan 2 -7,262 Placement Ended (not all end of March, some in year in 19/20). 4 -61,917 Changes To Exising Placement (inclduing full year effect of those which started mid year 19/20) 9 37,545 Immaterial Individually (less than £1k) 0 0 Net 19 141,484

Consultation on school funding arrangements for the 2021-22 financial year

Proposals of North Somerset Council and the Strategic Schools Forum (SSF)

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Index

SECTION DESCRIPTION

Foreword

1 Introduction

2 Methodology

3 Executive Summary of recommendations

Details of proposals:

4 Implementation of the National Fair Funding Formula in North Somerset

5 De-delegations

6 Additional allocations for schools with a disproportionate number of high needs pupils

7 Statutory Services Charges for maintained schools

8 Growth

9 Next steps

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Foreword

Thank you for reading this consultation document.

Last year in my foreword I highlighted that, in common with most parts of the country, we as a Local Authority had a significant and growing pressure on spend in the high needs block, especially in relation to out of authority placements. These pressures continue and, despite our plans to provide more local special school places in the medium term, and the fact that the government has provided more funding into the high needs block, pressures still exceed the available resources.

I would like to thank the Strategic Schools Forum for already agreeing to continue the 0.5% transfer from the schools block to the high needs block. I understand that all schools funded from the schools block will receive a minimum of £4,180 per pupil at primary age and secondary schools £5,415 per pupil.

We are, of course, all acutely aware of our duty to continue to provide good services to all children across North Somerset, and I encourage you once again to think about our most vulnerable children, with special educational needs and disabilities who are particularly protected under the Equality Act 2010 and the Children and Families Act 2014.

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1. Introduction

About this consultation

1.1. This consultation covers changes to school funding arrangements as a result of both national and local initiatives.

1.2. The proposals in this consultation could have significant impacts on the distribution of resources in North Somerset. All stakeholders are recommended to read and respond to the consultation in full. Unlike previous years it is felt there is no need for briefings or surgeries to be held.

1.3. If you have any questions about anything contained in this document then please send them via email to [email protected]

2. Methodology

2.1. The proposals for this consultation were approved by SSF at its meeting on the 25 November 2020. All SSF papers and minutes can be accessed via this link SSF papers and minutes

2.2. The consultation will be live from Thursday 26 November 2020 to Thursday 7 January 2021.

2.3. The SSF would like to encourage stakeholders to respond to the consultation to ensure that their views are taken into consideration as part of the decision- making process.

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3. Executive Summary

3.1. A summary of all the recommendations from the SSF is provided in the table below. It is recommended:

Section Description Recommendation 4 Implementation of the National Recommendation no.4a – That the two scenarios Fair Funding Formula in North are considered for the schools’ budget for 2021-22 Somerset and method of allocating the increase in the Option 1 – Transfer 0.5% funding from the schools AWPU block to the high needs block (this was agreed by SSF on 7 October 2020, as it means that that the current agreed deficit recovery plan payment of £0.5m a year will occur). Then apply the same monetary value increase to all AWPU values of £175.01 (paragraph 4.34.2)

Option 2 - Transfer 0.5% funding from the schools block to the high needs block (this was agreed by SSF on 7 October 2020, as it means that that the current agreed deficit recovery plan payment of £0.5m a year will occur). Then apply the same percentage value increase to all AWPU values the percentage being 5.7209% (paragraph 4.34.3)

Recommendation no. 4b – That the lump sum is as per the final APT in December 2020 after the area cost adjustment and is the same for both primary and secondary schools likely to be £119,518.70 (paragraph 4.36)

5 Recommendation no. 5a – that funding for insurance for schools continues to be de- delegated (paragraph 5.7).

Recommendation no. 5b - that no reimbursement of de-delegated resources is provided to a new academy beyond the DfE requirements detailed in (paragraph 5.9)

Recommendation no. 5c – that if there is an underspend in the de-delegated insurance fund De-delegations then this is prioritised to make a reimbursement to new academies to contribute, as far as possible to the additional insurance costs that they incur (paragraph 5.14).

Recommendation no. 5d – that any overspend or underspend on de-delegated services overall is carried forward to the following financial year to be used, overall, for the same purpose but that if the SSF considers that the total level of over or under spending on de-delegated services is excessive that the contributing schools will be required to - 5 -

making an additional payment or receive a reimbursement of the appropriate value (paragraph 5.15) 6 Recommendation no.6a – to continue to operate the process to automatically assess and allocate £278,815 of funding to those schools considered Additional allocations for as having a disproportionate number of high schools with a disproportionate needs pupils in 2021-22 with a cap on the final number of high needs pupils budget. If the budget was not retained then the (Targeted Support Fund) money would be distributed via AWPU (paragraphs 6.7 and 6.8),

7 Statutory Services Charges for Recommendation no.7a - That the proposed maintained schools statutory services charge (SSC) of £11.84 per pupil/place is agreed for the 2021-22 financial year (paragraph 7.8)

8 Growth Recommendation no.8a - That the proposed growth policy for 2021-22 is approved for the 2021-22 financial year (paragraph 8.1)

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4. Implementation of the National Fair Funding Formula in North Somerset

Background

4.1. This section details a range of proposals as a result of the Government’s implementation of a National Funding Formula (NFF) and the associated funding arrangements.

4.2. Details of the NFF can be accessed using the following link: https://www.gov.uk/government/publications/national-funding-formula- tables-for-schools-and-high-needs-2021-to-2022

4.3. This link provides access to a range of information including:

4.3.1. National Funding Formula summary table 2021 to 2022 4.3.2. Impact of the schools NFF, 2021 to 2022 4.3.3. Impact of the high needs NFF,2021 to 2022 4.3.4. Impact of the central services block NFF, 2021 to 2022 4.3.5. Technical notes for the operation of each of the blocks above

4.4. The DfE also provides operational guidance on the distribution of funding to schools which provides useful information on the makeup of the formula: https://www.gov.uk/government/publications/pre-16-schools-funding- local-authority-guidance-for-2021-to-2022

4.5. This section of the consultation document details each specific area of change and provides the background, the outcome of the national or local formula review considerations and the recommendations for each.

4.6. The specific areas of change detailed in this section are:

4.6.1. The National Funding Formula (paragraph 4.7) 4.6.2. Movement from the schools’ block to other blocks (paragraph 4.17)

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The National Funding Formula

4.7. On the 20 July 2020, the Minister of State for School Standards, provided a statement to Parliament on schools funding. This can be read here:

https://questions-statements.parliament.uk/written- statements/detail/2020-07-20/HCWS393

This statement confirms that the formula used in the 2021-22 NFF remains the same with the following changes.

4.7.1. Increasing the minimum per pupil level to £5,415 for secondary schools and £4,180 for primary schools. 4.7.2. The funding floor will be set between 0.5% -2% per pupil for the NFF elements 4.7.3 There is no cap on gains 4.7.4 The Income Deprivation Affecting Children Index 2019 data is now being been used instead of the 2015 data so that deprivation funding allocated through the formulae is based on the latest data. Included at Appendix A are the changes that this data set would have made in 2020-21 for comparison. 4.7.5 Funding from the teachers’ pay grant and the teachers’ pension employer contribution grant, including the supplementary fund, has been added to the 2020-21 baselines, thereby increasing the basic per pupil funding and increasing the minimum per pupil funding.

4.8. This statement confirmed that local authorities will continue to have discretion over local formulae in 2021-22. The Government will, later this year, put forward its proposals to move to a ‘hard’ NFF in future, which will determine schools’ budgets directly rather than through local formulae set independently by each local authority. This will level up the school funding system so that all schools across the country are funded on a comparable basis. The government will consult widely with local authorities, schools and others to make this transition carefully

4.9. In the announcements ahead of 2021-22, funding will rise by £4.8 billion for schools and high needs plus an additional £1.5 billion to fund the recent increase in pension costs for teachers. However, please note that these statements refer to the national allocation of funding to LAs through the DSG. The actual impact on individual schools in North Somerset will be determined locally by the decisions made regarding the proposals in this consultation document.

4.10. It remains the government’s long-term intention that schools’ budgets should be set based on a single, national formula, (a ‘hard’ national funding formula), as highlighted in paragraph 4.8. The ‘hard’ implementation of the national funding formula requires primary legislation and the DfE will not comment on the timescales on this any - 8 -

further, other than it will not be before 2021-22.

4.11. Under the current or ‘soft’ system, the DfE use the national funding formula to set notional budgets for each school. These are aggregated to give the total schools block. You can see the notional budget for each school, and the aggregated schools block funding for each local authority using the link provided in paragraph 4.2. For now, local authorities will continue to set some local formula to distribute their schools block funding, in consultation with their local schools and their schools forum.

4.12. Local authorities then distribute their schools block allocation between maintained schools and academies and, although it will be a local decision, the DfE are continuing to adjust the rules governing the setting of local formulae so that the national formula can be more closely mirrored.

4.13. The schools block became ring-fenced in 2018-19 and continues in 2021-22, meaning that most of the schools’ block funding allocated to local authorities must be passed directly to schools. Local authorities will have limited flexibility to transfer funding to other areas, such as high needs, where these best match local circumstances. Transfers of up to 0.5% can be approved by the school’s forum and do not require any additional approval from the Secretary of State. Transfers in excess of 0.5% or transfers not approved by the Schools Forum must approved by the Secretary of State.

4.14. Movements from the schools’ block up to 0.5% provided approved by SSF have been given “pre-approval” for 2021-22. This means that any movement over 0.5% even with SSF approval must be applied for, via a disapplication to the Secretary of State for Education.

Continuing to move to the Implementation of the National Funding Formula in North Somerset

4.15. There are a few decisions that may be made as a result of this consultation regarding the implementation of the national funding formula in North Somerset.

4.16. Each of these issues are covered in the sections below in order to seek views from stakeholders

Movement from the schools’ block to other blocks

Background

4.17. Since April 2018 the DSG has consisted of four blocks of funding: the schools block, central services block, high needs block and early years block, with the schools block the only ring-fenced block.

4.18. This means that funding allocated in the schools’ block cannot be spent in any of the three other blocks without prior approval.

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National / Local Formula Review Outcome

4.19. The schools block continues to be ring-fenced for 2021-22 onwards. This means that funding allocated in the schools’ block cannot be spent in any of the three other blocks (with limited exceptions).

4.20. For 2021-22, LAs retain some limited flexibility which enable a transfer up to 0.5% of schools block funding into another block, with the approval of the SSF, following consultation with schools and other stakeholders. Transfers in excess of this require approval by the Secretary of State for Education.

4.21. In 2020-21 the Secretary of State for Education rejected a transfer of 0.7% of the schools’ block to the high needs block.

4.22. The provisional schools block for 2021-22, after excluding the growth factor is £139,923,032. Due to the significant increases to funding provided by the DfE, block transfers cannot include the additional funding allocated to LAs for teachers pay and pension grants. This will guarantee that this funding remains with schools. Therefore, after excluding the growth factor and Teachers Pay & Pension Grant, a transfer from the schools’ block of 0.5% will be approximately £0.6m. (£670,806)

4.23. The repayment amount of the overspend on the DSG agreed in 2018- 19, starting in 2019-20 for a period of five years was £0.5m, and this must form part of the limit on transfer of 0.5%.

4.24. Local Authorities can apply to the Secretary of State for Education to transfer an amount over 0.5%.

4.25. The decision to move resources between the schools and the high needs block is always a difficult one, and one to which the SSF have always given much consideration. It means striking a balance between ensuring that the needs of the most vulnerable children and young people are met and ensuring that universal funding can provide a good standard of education for all.

4.26. Spending on high needs includes areas such as top up funding, specialist provision and specialist support services. The level of demand, spend and the budgets agreed have been scrutinised by the SSF. The SSF has also looked at strategies to improve the efficiency of processes, changes to funding arrangements and provision in order to manage the demand and spend as effectively as possible in accordance with need.

4.27. The LA and the SSF are continuing to progress and implement the Specialist Provision Review proposals. These look at how current and future specialist provision needs can be met in order to ensure the best possible outcomes for children and young people with high needs within a sustainable budget. The review had and continues to be involved from all relevant stakeholders and the outcomes for North Somerset are being shared with our neighbouring Local Authorities to - 10 -

enable a shared understanding and collaborative solutions wherever possible. Projects to increase the local provision of specialist places include:

• The submission and progression of a bid to the DfE as part of the Wave 13 SEND and AP Provision Free School Bid, for a 65-place Emotional and Mental Health (SEMH) Special School within North Somerset has been successful. The running of this provision has been awarded by the Government to Learn@ This is likely to be operational from September 2023 • The delivery of a 5-place expansion to Baytree Special School was implemented from September 2019 admissions. • The commencement of the programme and statutory process to deliver an expansion to Baytree Special School to a new site with facilities for 65 new places for pupils with severe and profound learning disabilities, this now has planning permission and it is hoped will be operational from September 2022. • Westhaven Special School has extended its age range from the 3 to 18 in the last academic year. • The commencement of the programme and statutory process to deliver up to four new Specialist Units (for up to 40 pupils) to meet the needs of high functioning pupils with autism on mainstream school sites. We have one hub that became operational at Secondary for 10 pupils in September 2020 and one for 10 due to open at primary in September 2021.

4.28. The draft schools’ budget, including any proposed transfer from the schools’ budget, will be considered by the SSF on the 25 November 2020 and the final budget agreed on 20 January 2021. Papers will be issued to all schools ahead of the meetings to enable schools to share their views with their SSF representatives and inform their decision making.

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Deficit recovery

4.29. The repayment of the DSG overspend at the end of the 2018-19 financial year, was agreed by the SSF over a five-year period to 2025- 26 starting in 2019-20. This must form part of the limit on transfer from the schools’ block of 0.5%. As this has already been approved, this will come from the 0.5% approved SSF block movement for 2021-22. Any additional deficit will be recovered from the block in which the further overspend occurred. This will be consulted upon and considered by the SSF.

4.30. The 2020-21 projected DSG deficit will be £6.7m, (including current deficit recovery value), will be added to the deficit recovery relating to high needs, therefore must be recovered from the high needs block. This will come from the pre-approved transfer from the schools’ block.

4.31. The DfE expect all LAs with a deficit of more than 1% of their total DSG to have deficit management plan. North Somerset has their plan reviewed in 2019-20 and had an online meeting with department colleagues on 27 July 2020. The North Somerset a plan will continue to update.

4.32. Please note that the DfE have not provided information about how deficits can be recovered once the ‘hard’ national funding formula is introduced. However, it has expressed a view that the substantial increase in the high needs block funding will be used to balance the high needs budget in-year or at least get as close to that position as they can.

Transfer to meet demands in the High Needs Block

4.33. Pressure on the high needs continues, the SSF and schools are aware of this. The main area of pressure is spending on independent non- maintained special schools, where costs have doubled since 2015/16. Whilst additional funding has been made available through the high needs block this is not enough to cover the increase in demand for out of area placements and the control and limits on movements from the schools’ block to the high needs block mean that pressures continue.

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4.34. There are two options proposed in this consultation on how schools funding could be allocated in 2021-22 after a 0.5% schools block movement. These scenarios can be viewed in Appendix B, though they are summarised in the Table 4b below and detailed in the text which follows:

Table 4b 2021/22 Base Option 1 Option 2 % transfer from schools’ block 0 0.50% 0.50% £s transfer from schools’ block 0 £671k £671k (approx.) AWPU: - Primary £3,125.93 £3,046.95 £3,036.24 - Secondary KS3 £4,258.58 £4,179.60 £4,233.69 - Secondary KS4 £4,789.38 £4,710.40 £4,794.85 Minimum Funding Guarantee 2.0% 0.5% 0.5% Contribution to high needs 0 £671k £671k spending and deficit recovery

4.34.1. Base model: This shows the impact of no block movement from the schools’ block to the high needs block:

4.34.1.1. AWPU would be at the NFF levels including the area cost adjustment of primary (KS1) £3,125.93, secondary (KS3) £4,258.58 and £4,789.38 (KS4) 4.34.1.2. There would be no cap on gains. 4.34.1.3. The MGF would be 2 %

4.34.2. Option 1: This shows the impact of a 0.5% transfer from the schools’ block to the high needs block.

4.34.2.1. AWPU would be £3,046.95 per pupil in primary and at secondary £4,179.60 (KS3) and £4,710.40 (KS4) based on an increase to each value of £175.01 from the previous year. 4.34.2.2. The MFG would be 0.5% 4.34.2.3. This scenario would allow for a £0.6m transfer to the High Needs Block and for the previously agreed deficit recovery plan amount of £0.5m to be paid back in 2021/22. This would be the third payment.

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4.34.3. Option 2: This shows the impact of a 0.5% transfer from the schools’ block to the high needs block.

4.34.3.1. AWPU would be, £3,036.24 per pupil in primary and at secondary £4,233.69 (KS3) and £4,794.85 (KS4) based on an increase to the previous year’s values of 5.7209%. 4.34.3.2. This scenario would allow for a £0.6m transfer to the High Needs Block and for the previously agreed deficit recovery plan amount of £0.5m to be paid back in 2021/22. This would be the third payment.

4.35. When proposing the above two options the first is how increases to AWPU have been made regularly in North Somerset by the same value amount to all AWPUs. The second is a percentage increase which could be considered to be more equitable as the increase takes into account the differing initial values of the AWPU for primary and secondary. The simple example below illustrates the different methodologies and Appendix C contains a summary of all the Factors applied.

Starting Value £s increase % equivalent increase £2,000 £100 5% £5,000 £100 2%

Starting Value £s increase % equivalent increase £2,000 £60 3% £5,000 £150 3%

4.36. All options with both primary and secondary have one single lump sum amount using the data we currently have of £ 119,518.70 which is the amount after the area cost adjustment.

4.37. Whilst different lump sum amounts can be used for primary and secondary, it is deemed that as previous years this should remain as the same value for both primary and secondary and as per the amount provided in the initial Authority Pro-forma Tool (APT) to ensure all pupil led factors are at the highest they can be per option.

Recommendations

4.38. It is recommended:

• Recommendation no.4a – That the two scenarios are considered for the schools’ budget for 2021-22

Option 1 – Transfer 0.5% funding from the schools block to the high needs block (this was agreed by SSF on 7 October 2020, as it means that that the current agreed deficit recovery plan payment of £0.5m a year will occur). Then apply the same monetary value increase to all AWPU values of £175.01 - 14 -

(paragraph 4.34.2)

Option 2 - Transfer 0.5% funding from the schools block to the high needs block (this was agreed by SSF on 7 October 2020, as it means that that the current agreed deficit recovery plan payment of £0.5m a year will occur). Then apply the same percentage value increase to all AWPU values the percentage being 5.7209% (paragraph 4.34.3)

• Recommendation no. 4b – That the lump sum is as per the final APT in December after the area cost adjustment and is the same for both primary and secondary schools likely to be £119,518.70 (paragraph 4.36)

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5. De-delegations

Background

5.1. De-delegation allows the funding for areas to be pooled from maintained mainstream schools in order to provide a more effective use of resources and reduce the risks to individual schools’ budgets.

5.2. Funds cannot be de-delegated from academies, special schools or PRU’s. Academies, special schools and PRU’s must take decisions as individual schools about how to support these areas of expenditure within their budgets.

5.3. For maintained primary schools their representatives on the SSF will make a decision that will apply to all the maintained primary schools. This consultation provides an important opportunity to ensure that the representatives on the forum can take an informed decision about what services their constituent schools, overall, want to be de-delegated.

National / Local Formula Review Outcome

5.4. The de-delegations that are permitted in 2021-22 are the same as those permitted in 2020-21. Each individual area is subject to the approval of the SSF on an annual basis.

5.5. Table 5i shows which areas of funding can be de-delegated:

Table 5i Allowable de-delegations De-delegation De-delegated in NS in

permitted 2020-21 Additional school improvement services Yes No Support for ethnic minority groups Yes No Behaviour support services (SS4L) Yes No Future schools Yes No Schools central funds (maternity etc) Yes No Support for schools in financial difficulty Yes No Insurance Yes Yes RPTA’s Yes No FSM eligibility Yes No Contingencies Yes No

5.6. Significant changes were made to de-delegations in 2017-18. This was agreed in order to be consistent with other changes being proposed and to align with the increasing number of conversions to academy status and schools continued with these changes in subsequent years.

5.7. As a continuation of the arrangements put in place in 2018-19, the only de-delegation that is proposed for 2021-22 is Insurance.

5.8. The value of the de-delegation for insurance in 2021-22 will be set when the schools’ budget is agreed in January 2021.

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5.9. When a school converts to academy status, what happens to the de- delegated resources is determined by the date of conversion, as detailed below:

5.9.1. If a school converts on or between 2 April and 1 September, the LA retains 5/12ths (reflecting the April to August period) of the de-delegated resources and returns the rest to the school

5.9.2. If a school converts on or between 2 September and 31 March, the LA retains the full de-delegated resource for the financial year

5.10. If asked, the LA should continue to provide the service to new academies for the period when the LA retains the de-delegated resources.

5.11. However, in the case of insurance it is illegal for the LA to continue to provide insurance cover for a school that has converted to academy status. A new academy will therefore be in the position of having to fund its own insurance whilst continuing, for a time at least, to have de- delegated resources retained by the LA.

5.12. Where an LA is unable to provide a requested service to a new academy, such as insurance, the DfE expects the LA and academy to come to an arrangement to give some of the de-delegated resource back to the academy.

5.13. The LA does not receive an in-year reduction to the insurance premium when a school converts to academy status. Any agreement to give de- delegated funds for insurance back to an academy will result in an overspend in the de-delegated fund. It is proposed, therefore, that no reimbursement of de-delegated resources is automatically provided to a new academy beyond the requirements detailed in paragraph 5.9.

5.14. However, if there is an underspend in the de-delegated insurance fund then it is recommended that this is prioritised to make a reimbursement to new academies to contribute, as far as possible to the additional costs that they incur.

5.15. Any overspend or underspend on de-delegated services overall can be carried forward to the following financial year to be used, overall, for the same purpose. This ensures that any over or underspends on these resources are ring fenced to those schools that contributed towards the fund through de-delegation from their formula budget share. It is proposed that these arrangements remain in place in but if the SSF considers that the total level of over or underspending on de-delegated services is excessive that the contributing schools will be required to making an additional payment or receive a reimbursement of the appropriate value.

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Recommendations

5.16. It is recommended:

• Recommendation no.5a – that funding for insurance for schools continues to be de-delegated (paragraph 5.7).

• Recommendation no.5b - that no reimbursement of de-delegated resources is provided to a new academy beyond the DfE requirements detailed in (paragraph 5.9).

• Recommendation no.5c – that if there is an underspend in the de- delegated insurance fund then this is prioritised to make a reimbursement to new academies to contribute, as far as possible to the additional insurance costs that they incur (paragraph 5.14).

• Recommendation no.5d – that any overspend or underspend on de- delegated services overall is carried forward to the following financial year to be used, overall, for the same purpose but that if the SSF considers that the total level of over or under spending on de-delegated services is excessive that the contributing schools will be required to making an additional payment or receive a reimbursement of the appropriate value (paragraph 5.15).

6. Additional allocations for schools with a disproportionate number of high needs pupils (Targeted Support Fund)

Background

6.1. The Strategic Schools Forum (SSF) agreed, following consultation with schools, to introduce a process in the 2017-18 financial year to automatically assess and allocate funding to those schools considered as having a disproportionate number of high needs pupils.

6.2. Local Authorities can allocate additional resources, calculated on a formulaic basis to schools that have a disproportionate number of high needs pupils. This is to provide support to such schools in funding up to the first £6,000 of support for pupils with special education needs.

6.3. In 2018-19 following consultation feedback, and discussion at FRWG, the SSF agreed that schools would receive an increase in funding to recognise when notional SEN funding falls below a baseline amount. The Targeted Support Fund is capped, and the formula takes into consideration the £6,000 contribution for each pupil in receipt of top up funding. The number of pupils in receipt of top up funding is calculated as at September during the financial year to create a composite of number of pupils across the year.

6.4. Whilst, these arrangements are useful they are not as effective and robust as would be desired. There’s no recognition for schools which have a significant number of pupils which require additional support but fall below the TUF requirements and are therefore, are not in receipt of top up funding.

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6.5. The SSF agreed, however, that there is no fair way of identifying these demands to change the agreed mechanism.

6.6. A budget of £50k was set for 2017-18 and 2018-19. Due to an overspend in 2018-19 as no cap was considered as the budget underspent in the first year, it was agreed in subsequent years, where this budget is in place, it would be capped.

6.7. The budget in 2019-20 was increased to £278,815 to reflect the decisions taken by SSF of what to do with the additional high needs money awarded in December 2018 of £457,629. The proposal is to retain this budget in 2021-22.

6.8. An estimated distribution of this funding in 2021-22 can be seen in Appendix D, as the October 2020 census numbers are not yet available.

National / Local Formula Review Outcome

6.9. It is recommended therefore to continue to operate the mechanism in 2021-22 with a cap on the final budget figure and to review again for 2022-23.

Recommendations

6.10. It is recommended:

• Recommendation no.6a – to continue to operate the process to automatically assess and allocate £278,815 of funding to those schools considered as having a disproportionate number of high needs pupils in 2021-22 with a cap on the final budget. If the budget was not retained then the money would be distributed via AWPU (paragraphs 6.7 and 6.8),

7. Statutory Services Charges for maintained schools

Background

7.1. Up until April 2017 Local Authorities received a grant called the Education Services Grant (ESG). The ESG was made up of two rates that funded two different groups of services:

7.1.1. The retained duties rate was allocated to local authorities to fund services they provide for all children and young people regardless of the type of school they attend

7.1.2. The general duties rate was allocated to both local authorities and academies to fund services authorities provide to maintained schools, but which academies must provide themselves

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7.2. The funding previously allocated through the ESG retained duties rate (£15 per pupil) was transferred into the schools’ block of the Dedicated Schools Grant from April 2017. The SSF agreed that this funding could continue to be used to fund the central services previously funded from this grant. This funding is used to meet the following responsibilities:

7.2.1. Ensuring every child has a school place 7.2.2. Ensuring the needs of vulnerable pupils are met 7.2.3. Acting as a champion for all parents and families

7.3. From 2017-18 the funding previously allocated through the ESG general duties rate ceased.

7.4. Local authorities can fund services previously funded within the general duties rate, (for maintained schools only), by top slicing funding from maintained school budgets shares with the agreement of maintained school members of the schools forum. In North Somerset we call this top slice, the Statutory Services Charge (SSC).

7.5. Local authorities should set a single rate per pupil for the statutory service charge, (excluding early years and post 16), for all mainstream maintained schools, (both primary and secondary). Local authorities may choose to establish differential rates for special schools and PRUs if the cost of fulfilling the duty is substantially different for these schools. The rate would be expressed per place rather than per pupil for special schools and PRU.

7.6. In North Somerset it was been agreed that the Statutory Service Charge (SSC) will operate like a de-delegation.

7.7. If a school converts to academy status, the amount retained for that school (that was top sliced from the schools’ budget) will be recouped from the local authority’s DSG for the remaining months of the financial year that the school is an academy. The academy will be reimbursed in its monthly general annual grant (GAG) payment from the point of conversion. Unlike for de-delegated services there will be no phased transfer of funding following conversion so there will be immediate recoupment of this part of the budget. For example, if a school converts on 1 January 2021, 3/12ths of the retained amount relating to that school will be recouped from the LAs DSG and reimbursed to the academy.

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National / Local Formula Review Outcome

7.8. It is proposed that the SSC for 2021-22 remains the same as the previous years provided in table 7i below:

Table 7i Proposed Elements of Proposed SSC 2021-22 – per Statutory Service Charge (SSC) for pupil/place 2020-21 Health & Safety £3.11 Governor Services £0.90 Internal Audit £1.65 S151 Responsibilities £1.19 Complaints e.g. anti bullying £0.73 Property & Asset Management - valuations £3.22 Business support £0.05 Schools HR Advisory Service £1.00 Total £11.84

Recommendations

7.9. It is recommended:

• Recommendation no.7a - That the proposed statutory services charge (SSC) of £11.84 per pupil/place is agreed for the 2021-22 financial year (paragraph 7.8)

8. Growth

Background

8.1. The policy for 2021-22 is attached at Appendix E.

8.2. The revisions were shared with members of the SSF on the 25 November 2020.

8.3. It is accepted that for 2022-23 there is likely to be a requirement to make more substantial changes to the policy.

Recommendations

8.4. It is recommended:

• Recommendation no.8a - That the proposed growth policy for 2021-22 is approved (paragraph 8.1)

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9. Next steps

Background

9.1. This section sets out the key next steps towards implementation in of the proposals in this document for April 2021. The timetable for the implementation is provided in table 9i below:

Table 9i Timetable for implementation 26 November 2020 to 7 January 2021 Consultation period W/C 30 November 2020 Noticeboard article containing link to the will be published EFA confirms DSG allocations for 2021-22 Late December 2020 (prior to recoupment of funding for academies) December/January 2020/2021 Formula funding for schools updated to reflect on October 2020 data set and 2021-22 DSG 8 & 9 January 2021 Consultation responses analysed and incorporated in proposals 13 January 2021 SSF report published 20 January 2021 The SSF finalise formula and budget for 2021- 22. 21 January 2021 Deadline for submission of final 2021-22 APT to ESFA By 28 February 2021 Delegated budget shares for 2021-22 to be published via SSE web site By 31 March 2021 Early years and high needs allocations issued

- 22 - Appendix A

IDACI funding by school using 2019 IDACI data using 2015 IDACI data

IDACI IDACI IDACI IDACI IDACI IDACI DFE LAESTAB School Name Total Band F Band E Band D Band C Band B Band A 2000 8022000 Kingshill Church School 0 0 0 0 0 0 0 2000 Kingshill 0 0 0 0 0 0 0 2001 8022001 Haywood Village Academy 2,973 1,198 472 79,474 5,473 2,858 92,449 2001 Haywood Village 242 2,304 432 0 82,702 2,765 88,446 2002 8022002 Yeo Moor Primary School 218 0 0 451 0 0 670 2002 Yeo Moor 10,866 0 0 0 441 0 11,307 2003 8022003 Tickenham Church of England Primary School 436 0 0 0 0 0 436 2003 Tickenham 426 0 0 0 441 0 867 2005 8022005 St Georges Church School 3,069 530 2,508 0 0 632 6,739 2005 St Georges 1,071 255 3,441 0 444 612 5,822 2006 8022006 Parklands Educate Together Primary 849 1,540 0 4,393 0 1,224 8,006 2006 Parklands Educate Together 1,173 186 784 32 1,094 145 3,413 2007 8022007 Dundry Church of England Primary School 873 528 0 7,675 4,819 12,581 26,476 2007 Dundry 639 761 4,946 1,644 7,062 9,131 24,183 2009 8022009 Mead Vale Community Primary School 25,014 3,449 1,674 10,445 970 1,265 42,817 2009 Mead Vale 18,216 2,551 1,531 0 10,655 1,225 34,178 2013 8022013 Blagdon Primary School 0 0 0 0 0 0 0 2013 Blagdon 0 0 0 0 0 0 0 2252 8022252 Portishead Primary School 0 0 0 0 0 0 0 2252 Portishead 0 254 0 0 0 0 254 2254 8022254 High Down Infant School 0 0 0 0 0 0 0 2254 High Down, Portishead 0 0 0 0 0 0 0 2261 8022261 Grove Junior School 0 0 0 0 0 0 0 2261 Grove 0 0 0 0 0 0 0 2262 8022262 Birdwell Primary School 654 528 0 903 0 0 2,085 2262 Birdwell 0 254 1,141 0 0 0 1,395 2263 8022263 High Down Junior School 0 0 416 451 0 0 867 2263 High Down, Portishead 213 254 0 0 441 0 908 2264 8022264 West Leigh Infant School 0 0 0 0 0 0 0 2264 West Leigh 0 0 0 0 0 0 0 2268 8022268 Hannah More Infant School 0 0 0 0 0 0 0 2268 Hannah Moore 0 0 0 0 0 0 0 2271 8022271 Banwell Primary School 1,091 264 32,446 1,354 482 1,258 36,895 2271 Banwell 213 0 29,677 0 1,765 1,218 32,873 2273 8022273 Kewstoke Primary School 2,181 264 832 2,709 964 0 6,950 2273 Kewstoke 639 1,015 4,185 0 2,207 0 8,046 2276 8022276 Uphill Village Academy 2,618 9,496 1,248 15,802 6,747 8,807 44,718 2276 Uphill 0 11,668 1,902 822 21,185 8,522 44,099 2277 8022277 Ashcombe Primary School 28,102 12,478 45,216 24,992 32,983 8,230 152,003 2277 Ashcombe 22,945 9,190 60,886 827 50,639 7,965 152,452 2280 8022280 Windwhistle Primary School 4,581 4,484 3,328 21,672 26,988 127,697 188,750 2280 Windwhistle 426 8,624 4,185 411 45,900 123,576 183,123 2283 8022283 Sandford Primary School 0 2,110 2,496 451 0 0 5,058 2283 Sandford 0 1,776 2,663 0 441 0 4,880 2284 8022284 Winscombe Primary School 218 1,319 3,744 903 0 0 6,184 2284 Winscombe 639 507 4,185 0 883 0 6,214 2285 8022285 Mendip Green Primary School 31,805 6,410 24,008 10,057 6,831 1,274 80,385 2285 Mendip Green 28,428 3,817 6,107 0 26,123 1,221 65,696 2286 8022286 Locking Primary School 4,145 791 6,656 4,966 482 629 17,669 2286 Locking 1,491 1,268 6,468 0 5,296 609 15,133 2287 8022287 Oldmixon Primary School 654 528 0 19,414 46,747 14,468 81,811 2287 Oldmixon 213 761 0 0 61,789 14,001 76,764 2292 8022292 Worle Village Primary School 4,581 1,319 6,656 4,966 1,928 1,887 21,337 2292 Worle Village 5,966 761 2,283 411 6,179 1,826 17,426 2295 8022295 Golden Valley Primary School 0 0 0 0 0 1,258 1,258 2295 Golden Valley 0 0 0 0 0 1,218 1,218 2310 8022310 Mary Elton Primary School 218 0 0 451 0 0 670 2310 Mary Elton 3,622 0 0 0 441 0 4,063 2316 8022316 Walliscote Primary School 3,722 13,503 14,196 30,361 14,995 8,208 84,985 2316 Walliscote 428 16,803 27,113 8,661 29,680 7,943 90,627 2319 8022319 Becket Primary School 19,414 2,374 1,248 4,063 3,374 0 30,473 2319 Becket, Worle 6,392 254 11,034 411 23,833 0 41,923 2332 8022332 Castle Batch Primary School Academy 7,635 2,110 1,248 903 1,928 629 14,453 2332 Castle Batch, Worle 1,491 1,015 10,273 0 4,414 609 17,801 3075 8023075 Backwell Church of England Junior School 0 0 0 0 0 0 0 3075 Backwell 0 0 0 0 0 0 0 3091 8023091 Flax Bourton Church of England Primary School 0 0 0 0 0 0 0 3091 Flax Bourton 0 0 0 0 0 0 0 3095 8023095 Northleaze Church of England Primary School 0 0 0 0 0 0 0 3095 Northleaze 0 0 0 0 0 0 0 3099 8023099 St Peter's Church of England Primary School 0 794 835 0 0 0 1,629 3099 St Peter's C of E 641 1,272 0 0 0 0 1,914 3108 8023108 Winford Church of England Primary School 218 0 0 903 964 4,403 6,488 3108 Winford 0 0 761 0 3,531 609 4,900 3111 8023111 Yatton Church of England Junior School 0 1,847 0 0 0 0 1,847 3111 Yatton 0 1,776 0 0 0 0 1,776 3113 8023113 Churchill Church of England Primary School 218 1,847 2,080 451 482 0 5,078 3113 Churchill 213 1,776 1,902 0 883 0 4,774 3114 8023114 St Andrew's Primary School 0 29,808 0 0 0 0 29,808 3114 St Andrew's, Congresbury 0 28,662 0 0 0 0 28,662 3115 8023115 St Anne's Church Academy 2,844 6,613 417 7,696 1,450 0 19,019 3115 St Anne's, Hewish 2,350 4,578 3,052 0 7,523 0 17,503 3116 8023116 Hutton Church of England Primary School 661 2,664 840 4,104 3,407 3,812 15,487 3116 Hutton 215 2,818 2,305 0 6,686 3,689 15,713 3117 8023117 Christ Church Church of England Primary School 1,745 8,969 12,063 22,575 7,711 3,774 56,837 3117 Christ Church, Weston 639 4,058 24,731 4,520 22,950 3,653 60,551 3118 8023118 St Martin's Church of England Primary School 15,706 7,386 13,311 16,705 964 3,145 57,218 3118 St Martin's 12,784 5,073 6,848 822 21,626 3,044 50,197 3119 8023119 Wrington Church of England Primary School 0 528 0 0 0 0 528 3119 Wrington 0 507 0 0 0 0 507 3120 8023120 Yatton Infant School 218 791 0 0 0 0 1,010 3120 Yatton 0 761 0 0 0 0 761 3121 8023121 Court-De-Wyck Church School 0 528 0 451 0 0 979 3121 Court de Wyck 0 507 0 0 441 0 949 3122 8023122 All Saints East Clevedon Church of England Primary School 0 0 416 0 0 0 416 3122 All Saints East Clevedon 639 0 380 0 0 0 1,020 3129 8023129 St Nicholas Chantry Church of England Primary School 0 0 0 0 0 0 0 3129 St Nicholas Chantry 5,753 0 0 0 0 0 5,753 3130 8023130 Crockerne Church of England Primary School 0 25,324 1,248 451 0 0 27,023 3130 Crockerne C of E 0 24,350 0 411 1,324 0 26,085 3348 8023348 Wraxall Church of England Primary School 0 0 0 0 0 0 0 3348 Wraxall 0 0 0 0 0 0 0 3349 8023349 St Joseph's Catholic Primary School 218 528 0 0 0 0 746 3349 St Joseph's, Portishead 213 254 380 0 0 0 847 3350 8023350 St Francis Catholic Primary School 0 0 0 0 0 0 0 3350 St Francis 428 0 0 0 0 0 428 3351 8023351 Burrington Church of England Voluntary Aided Primary School 0 264 0 0 0 0 264 3351 Burrington 0 254 0 0 0 0 254 3352 8023352 Worlebury St Paul's Church of England Voluntary Aided Primary School 1,322 4,264 2,101 2,737 487 0 10,910 3352 Worlebury 646 3,844 4,997 0 1,783 0 11,269 3354 8023354 Corpus Christi Catholic Primary School 2,400 11,343 4,992 8,127 6,265 3,774 36,900 3354 Corpus Christi 426 16,234 9,512 2,876 9,710 3,652 42,410 3446 8023446 St Mary's Church of England Primary School, Portbury 0 2,110 0 0 0 0 2,110 3446 St Mary's, Portbury 0 2,029 0 0 0 0 2,029 3447 8023447 St Mark's Ecumenical Anglican/Methodist Primary School 16,399 1,058 3,336 4,526 0 631 25,949 3447 St Mark's, Worle 2,349 1,271 21,738 0 8,405 610 34,374 3450 8023450 St John the Evangelist Church School 0 0 0 0 482 0 482 3450 St John the Evangelist 5,753 254 380 0 0 0 6,387 3451 8023451 Herons' Moor Academy 22,468 11,079 2,496 5,418 482 1,258 43,201 3451 Herons Moor 13,636 1,015 3,044 411 8,386 1,218 27,708 3452 8023452 Trinity Anglican-Methodist Primary School 0 0 0 451 0 0 451 3452 Trinity 0 0 0 0 441 0 441 3454 8023454 Milton Park Primary School 5,235 17,938 3,744 23,026 6,747 6,291 62,980 3454 Milton Park 2,770 15,726 8,751 411 28,688 6,088 62,433 3455 8023455 Bournville Primary School 4,615 4,252 0 9,096 38,352 152,082 208,397 3455 Bournville 644 9,199 0 0 44,015 147,174 201,032 4001 8024001 Worle Community School 89,954 43,521 46,652 59,012 20,078 12,330 271,547 4001 Worle 55,592 35,463 34,862 1,772 79,544 11,974 219,206 4002 8024002 Winterstoke Hundred 2,700 0 5,051 5,486 0 7,533 20,770 4002 Winterstoke 1,902 0 3,393 0 3,963 5,327 14,585 4003 8024003 Broadoak Academy 13,541 33,303 20,032 63,356 100,159 101,048 331,440 4003 Broadoak 4,571 46,489 29,891 10,016 141,580 98,128 330,675 4129 8024129 Backwell School 629 3,368 1,765 639 2,760 0 9,162 4129 Backwell 304 4,520 2,171 0 2,536 0 9,532 4135 8024135 Gordano School 1,259 9,690 2,355 4,477 1,381 878 20,040 4135 Gordano 2,437 9,457 1,629 2,355 5,076 0 20,954 4136 8024136 Clevedon School 944 1,263 1,765 1,918 4,140 0 10,029 4136 Clevedon 21,611 1,233 3,257 0 3,171 0 29,271 4137 8024137 Nailsea School 634 424 2,964 644 0 2,652 7,317 4137 Nailsea 920 1,242 1,640 1,778 1,277 1,717 8,574 4139 8024139 Churchill Academy & Sixth Form 10,379 45,052 48,842 16,619 1,380 5,266 127,538 4139 Churchill 4,870 45,200 48,310 0 14,585 5,114 118,079 4143 8024143 Priory Community School 67,670 26,545 10,600 7,036 2,071 5,270 119,192 4143 Priory 32,592 5,757 48,888 589 53,304 5,117 146,247 4144 8024144 St Katherine's School 16,103 57,907 47,259 34,650 39,478 14,096 209,493 4144 St Katherines 24,750 59,400 18,527 52,576 58,565 7,700 221,518 4145 8024145 Hans Price Academy 35,541 43,789 45,311 85,651 94,519 120,234 425,046 4145 Hans Price 16,132 51,775 80,336 7,062 151,555 116,760 423,619 Total All Schools using 2019 IDACI data 458,677 470,064 428,866 633,088 489,468 641,383 3,121,546 Total schools using 2015 IDACI data 321,520 451,071 544,922 98,816 1,065,623 604,158 3,086,109 137,157 18,993 (116,055) 534,272 (576,155) 37,225 35,437 inc inc dec inc dec inc inc Appendix B

October 2020-21 Baseline Position using 2020-21 2019 OPTION 1 - £0.67m, (0.5%) transfer from Schools block OPTION 2 - £0.67m, (0.5%) transfer from Schools block 2021-22 Baseline Position using 2021-22 NFF Criteria & Criteria, Rates, MFG & inc Teachers Pay & Census data to High Needs block & 0.5 % MFG Threshold AWPU to High Needs block & 0.5 % MFG Threshold AWPU 2021-2022 FINANCIAL YEAR - SCHOOLS FUNDING OPTIONS 2% MFG Threshold Pension Grants updated for £175.01 increase 5.72% increase new classes

Change in % change Change in per % change Change in per % change DFE MAT Type School NOR Post MFG Budget Per Pupil NOR * Post MFG Budget Per Pupil per pupil Post MFG Budget Per Pupil Post MFG Budget Per Pupil per pupil pupil funding per pupil pupil funding per pupil funding 3122 CLE P All Saints East Clevedon Church of England Primary School 118 524,746 4,447 118 542,121 4,594 £ 147.25 3.31% 532,802 4,515 £ 68.27 1.54% 532,303 4,511 £ 64.04 1.44% 2277 KAL P Ashcombe Primary School 623 2,550,209 4,093 623 2,620,012 4,205 £ 112.04 2.74% 2,620,012 4,205 £ 112.04 2.74% 2,620,011 4,205 £ 112.04 2.74% 3075 LSP P Backwell Church of England Junior School 234 925,256 3,954 234 981,064 4,193 £ 238.50 6.03% 981,064 4,193 £ 238.50 6.03% 981,064 4,193 £ 238.50 6.03% 4129 LSP S Backwell School 1393 7,369,935 5,291 1393 7,579,191 5,441 £ 150.22 2.84% 7,579,191 5,441 £ 150.22 2.84% 7,579,194 5,441 £ 150.22 2.84% 2271 P Banwell Primary School 170 762,543 4,486 170 780,400 4,591 £ 105.04 2.34% 766,973 4,512 £ 26.06 0.58% 765,670 4,504 £ 18.40 0.41% 2319 KAL P Becket Primary School 190 906,024 4,769 190 921,661 4,851 £ 82.30 1.73% 909,933 4,789 £ 20.57 0.43% 909,933 4,789 £ 20.57 0.43% 2262 P Birdwell Primary School 407 1,608,933 3,953 407 1,710,732 4,203 £ 250.12 6.33% 1,710,732 4,203 £ 250.12 6.33% 1,710,732 4,203 £ 250.12 6.33% 2013 LSP P Blagdon Primary School 107 498,111 4,655 107 512,683 4,791 £ 136.18 2.93% 504,232 4,712 £ 57.20 1.23% 503,086 4,702 £ 46.49 1.00% 3455 ELA P Bournville Primary School 411 2,248,751 5,471 411 2,289,996 5,572 £ 100.35 1.83% 2,258,323 5,495 £ 23.29 0.43% 2,258,323 5,495 £ 23.29 0.43% 4003 CAB S Broadoak Mathematics and Computing College 828 4,844,976 5,851 828 4,948,304 5,976 £ 124.79 2.13% 4,877,857 5,891 £ 39.71 0.68% 4,877,857 5,891 £ 39.71 0.68% 3351 P Burrington Church of England Voluntary Aided Primary School 62 334,802 5,400 62 338,958 5,467 £ 67.04 1.24% 335,841 5,417 £ 16.76 0.31% 335,841 5,417 £ 16.76 0.31% 2332 PLT P Castle Batch Primary School Academy 422 1,664,451 3,944 422.00 1,770,002 4,194 £ 250.12 6.34% 1,770,002 4,194 £ 250.12 6.34% 1,770,003 4,194 £ 250.12 6.34% 1111 CLE P Chestnut Park Primary School 0 0 0 11.67 112,344 9,629 £ - 0.00% 111,423 9,551 £ 9,550.52 0.00% 111,298 9,540 £ 9,539.81 0.00% 3117 KAL P Christ Church Church of England Primary School 203 953,697 4,698 203 971,882 4,788 £ 89.58 1.91% 957,092 4,715 £ 16.73 0.36% 957,092 4,715 £ 16.73 0.36% 4139 S Churchill Academy & Sixth Form 1305 6,911,676 5,296 1305 7,099,087 5,440 £ 143.61 2.71% 7,099,087 5,440 £ 143.61 2.71% 7,099,086 5,440 £ 143.61 2.71% 3113 P Churchill Church of England Primary School 191 787,030 4,121 191 821,209 4,300 £ 178.95 4.34% 821,209 4,300 £ 178.95 4.34% 821,209 4,300 £ 178.95 4.34% 4136 CLE S Clevedon School 1108 5,869,728 5,298 1108 6,036,172 5,448 £ 150.22 2.84% 6,036,172 5,448 £ 150.22 2.84% 6,036,176 5,448 £ 150.22 2.84% 3354 P Corpus Christi Catholic Primary School 189 821,757 4,348 189 835,977 4,423 £ 75.24 1.73% 825,247 4,366 £ 18.47 0.42% 825,247 4,366 £ 18.47 0.42% 3121 B&W P Court-De-Wyck Church School 128 565,183 4,415 128 579,637 4,528 £ 112.92 2.56% 569,527 4,449 £ 33.94 0.77% 568,157 4,439 £ 23.23 0.53% 3130 KAL P Crockerne Church of England Primary School 287 1,157,550 4,033 287 1,205,036 4,199 £ 165.46 4.10% 1,205,036 4,199 £ 165.46 4.10% 1,205,036 4,199 £ 165.46 4.10% 2007 P Dundry Church of England Primary School 80 443,457 5,543 80 449,915 5,624 £ 80.72 1.46% 445,071 5,563 £ 20.18 0.36% 445,071 5,563 £ 20.18 0.36% 3091 LSP P Flax Bourton Church of England Primary School 178 714,101 4,012 178 748,904 4,207 £ 195.52 4.87% 748,904 4,207 £ 195.52 4.87% 748,904 4,207 £ 195.52 4.87% 2295 P Golden Valley Primary School 414 1,657,946 4,005 414 1,761,496 4,255 £ 250.12 6.25% 1,761,496 4,255 £ 250.12 6.25% 1,761,496 4,255 £ 250.12 6.25% 4135 LSP S Gordano School 1611 8,534,273 5,298 1611 8,776,286 5,448 £ 150.22 2.84% 8,776,286 5,448 £ 150.22 2.84% 8,776,278 5,448 £ 150.22 2.84% 2261 LSP P Grove Junior School 217 856,880 3,949 217 911,156 4,199 £ 250.12 6.33% 911,156 4,199 £ 250.12 6.33% 911,155 4,199 £ 250.12 6.33% 2268 LSP P Hannah More Infant School 157 635,954 4,051 157 659,178 4,199 £ 147.93 3.65% 659,178 4,199 £ 147.93 3.65% 659,179 4,199 £ 147.93 3.65% 4145 CAB S Hans Price Academy 941 5,747,117 6,107 941 5,858,799 6,226 £ 118.68 1.94% 5,775,038 6,137 £ 29.67 0.49% 5,775,038 6,137 £ 29.67 0.49% 2001 CAB P Haywood Village Academy 293 1,262,325 4,308 293 1,296,763 4,426 £ 117.53 2.73% 1,273,621 4,347 £ 38.55 0.89% 1,270,483 4,336 £ 27.84 0.65% 3451 CAB P Herons' Moor Academy 412 1,628,992 3,954 412 1,732,042 4,204 £ 250.12 6.33% 1,732,042 4,204 £ 250.12 6.33% 1,732,043 4,204 £ 250.12 6.33% 2254 LSP P High Down Infant School 252 993,638 3,943 252 1,056,099 4,191 £ 247.86 6.29% 1,056,099 4,191 £ 247.86 6.29% 1,056,100 4,191 £ 247.86 6.29% 2263 LSP P High Down Junior School 385 1,519,097 3,946 385 1,615,393 4,196 £ 250.12 6.34% 1,615,393 4,196 £ 250.12 6.34% 1,615,392 4,196 £ 250.12 6.34% 3116 KAL P Hutton Church of England Primary School 204 841,124 4,123 204 864,020 4,235 £ 112.24 2.72% 858,710 4,209 £ 86.21 2.09% 858,710 4,209 £ 86.21 2.09% 2273 P Kewstoke Primary School 85 434,583 5,113 85 440,775 5,186 £ 72.84 1.42% 436,131 5,131 £ 18.21 0.36% 436,131 5,131 £ 18.21 0.36% 2000 B&W P Kingshill Church School 135 628,178 4,653 135 638,298 4,728 £ 74.96 1.61% 630,708 4,672 £ 18.74 0.40% 630,708 4,672 £ 18.74 0.40% 2286 ELA P Locking Primary School 372 1,467,279 3,944 372 1,561,002 4,196 £ 251.94 6.39% 1,561,002 4,196 £ 251.94 6.39% 1,561,000 4,196 £ 251.94 6.39% 2310 CLE P Mary Elton Primary School 407 1,607,192 3,949 407 1,708,991 4,199 £ 250.12 6.33% 1,708,991 4,199 £ 250.12 6.33% 1,708,992 4,199 £ 250.12 6.33% 2009 ELA P Mead Vale Community Primary School 343 1,404,275 4,094 343 1,447,252 4,219 £ 125.30 3.06% 1,439,833 4,198 £ 103.67 2.53% 1,439,833 4,198 £ 103.67 2.53% 2285 ELA P Mendip Green Primary School 628 2,478,307 3,946 633.83 2,659,766 4,196 £ 249.97 6.33% 2,659,766 4,196 £ 249.97 6.33% 2,659,763 4,196 £ 249.96 6.33% 3454 ELA P Milton Park Primary School 368 1,589,731 4,320 368 1,619,088 4,400 £ 79.77 1.85% 1,597,112 4,340 £ 20.06 0.46% 1,597,112 4,340 £ 20.06 0.46% 4137 S Nailsea School 806.83 4,263,054 5,284 806.83 4,385,489 5,435 £ 151.75 2.87% 4,385,489 5,435 £ 151.75 2.87% 4,385,485 5,435 £ 151.74 2.87% 3095 LSP P Northleaze Church of England Primary School 206 814,931 3,956 206 866,661 4,207 £ 251.11 6.35% 866,661 4,207 £ 251.11 6.35% 866,660 4,207 £ 251.11 6.35% 2287 ELA P Oldmixon Primary School 192 985,361 5,132 192 1,002,580 5,222 £ 89.68 1.75% 989,666 5,155 £ 22.42 0.44% 989,666 5,155 £ 22.42 0.44% 2006 P Parklands Educate Together Primary 63.25 340,037 5,376 72 398,929 5,541 £ 164.60 3.06% 393,242 5,462 £ 85.62 1.59% 392,471 5,451 £ 74.91 1.39% 2252 LSP P Portishead Primary School 448 1,770,058 3,951 448 1,882,112 4,201 £ 250.12 6.33% 1,882,112 4,201 £ 250.12 6.33% 1,882,113 4,201 £ 250.12 6.33% 4143 PLT S Priory Community School 1394 7,383,647 5,297 1394 7,593,054 5,447 £ 150.22 2.84% 7,593,054 5,447 £ 150.22 2.84% 7,593,048 5,447 £ 150.22 2.84% 2283 P Sandford Primary School 149 632,000 4,242 149 647,797 4,348 £ 106.02 2.50% 638,539 4,285 £ 43.88 1.03% 638,538 4,285 £ 43.88 1.03% 3114 P St Andrew's Primary School 214 919,815 4,298 214 942,832 4,406 £ 107.56 2.50% 925,930 4,327 £ 28.58 0.66% 923,680 4,316 £ 18.06 0.42% 3115 PLT P St Anne's Church Academy 370 1,514,455 4,093 370 1,607,000 4,343 £ 250.12 6.11% 1,607,000 4,343 £ 250.12 6.11% 1,607,001 4,343 £ 250.12 6.11% 3350 P St Francis Catholic Primary School 189 746,536 3,950 189 793,809 4,200 £ 250.12 6.33% 793,809 4,200 £ 250.12 6.33% 793,809 4,200 £ 250.12 6.33% 2005 B&W P St Georges Church School 205 855,484 4,173 205 877,764 4,282 £ 108.69 2.60% 863,351 4,211 £ 38.38 0.92% 863,351 4,211 £ 38.38 0.92% 3450 B&W P St John the Evangelist Church School 303 1,197,154 3,951 303 1,272,940 4,201 £ 250.12 6.33% 1,272,940 4,201 £ 250.12 6.33% 1,272,941 4,201 £ 250.12 6.33% 3349 P St Joseph's Catholic Primary School 204 832,854 4,083 204 854,666 4,190 £ 106.92 2.62% 854,666 4,190 £ 106.92 2.62% 854,665 4,190 £ 106.92 2.62% 4144 S St Katherine's School 778 4,311,919 5,542 778 4,395,158 5,649 £ 106.99 1.93% 4,332,729 5,569 £ 26.75 0.48% 4,332,729 5,569 £ 26.75 0.48% 3447 B&W P St Mark's Ecumenical Anglican/Methodist Primary School 424 1,674,256 3,949 424 1,780,307 4,199 £ 250.12 6.33% 1,780,307 4,199 £ 250.12 6.33% 1,780,306 4,199 £ 250.12 6.33% 3118 KAL P St Martin's Church of England Primary School 480 1,894,381 3,947 480 2,014,438 4,197 £ 250.12 6.34% 2,014,438 4,197 £ 250.12 6.34% 2,014,440 4,197 £ 250.12 6.34% 3446 LSP P St Mary's Church of England Voluntary Aided Primary School, Portbury 114 505,732 4,436 114 518,719 4,550 £ 113.92 2.57% 509,715 4,471 £ 34.94 0.79% 508,494 4,460 £ 24.23 0.55% 3129 CLE P St Nicholas Chantry Church of England Primary School 388 1,531,398 3,947 388 1,628,445 4,197 £ 250.12 6.34% 1,628,445 4,197 £ 250.12 6.34% 1,628,445 4,197 £ 250.12 6.34% 3099 LSP P St Peter's Church of England Primary School 620 2,449,324 3,951 620 2,604,298 4,200 £ 249.96 6.33% 2,604,298 4,200 £ 249.96 6.33% 2,604,297 4,200 £ 249.96 6.33% 2003 CLE P Tickenham Church of England Primary School 96 432,438 4,505 96 444,108 4,626 £ 121.57 2.70% 436,526 4,547 £ 42.59 0.95% 435,677 4,538 £ 33.74 0.75% 3452 B&W P Trinity Anglican-Methodist Primary School 446 1,764,707 3,957 446 1,876,261 4,207 £ 250.12 6.32% 1,876,261 4,207 £ 250.12 6.32% 1,876,262 4,207 £ 250.12 6.32% 2276 CAB P Uphill Primary School 310 1,249,499 4,031 310 1,315,635 4,244 £ 213.34 5.29% 1,315,635 4,244 £ 213.34 5.29% 1,315,634 4,244 £ 213.34 5.29% 2316 ELA P Walliscote Primary School 272 1,311,678 4,822 272 1,336,961 4,915 £ 92.95 1.93% 1,317,619 4,844 £ 21.84 0.45% 1,317,619 4,844 £ 21.84 0.45% 2264 LSP P West Leigh Infant School 165 658,060 3,988 165 692,337 4,196 £ 207.74 5.21% 692,337 4,196 £ 207.74 5.21% 692,337 4,196 £ 207.74 5.21% 2280 ELA P Windwhistle Primary School 379 2,059,352 5,434 379 2,102,178 5,547 £ 113.00 2.08% 2,073,121 5,470 £ 36.33 0.67% 2,073,121 5,470 £ 36.33 0.67% 3108 LSP P Winford Church of England Primary School 207 814,795 3,936 207 870,354 4,205 £ 268.40 6.82% 870,354 4,205 £ 268.40 6.82% 870,355 4,205 £ 268.40 6.82% 2284 P Winscombe Primary School 216 872,101 4,038 216 924,587 4,280 £ 242.99 6.02% 924,587 4,280 £ 242.99 6.02% 924,587 4,280 £ 242.99 6.02% 4002 CAB S Winterstoke Hundred Academy 62.5 510,206 8,163 85.83 650,889 7,583 £ (580.11) -7.11% 643,658 7,499 £ (664.36) -8.14% 643,658 7,499 £ (664.36) -8.14% 4001 PLT S Worle Community School 1426 7,775,125 5,452 1426 7,927,521 5,559 £ 106.87 1.96% 7,813,224 5,479 £ 26.72 0.49% 7,827,898 5,489 £ 37.01 0.68% 2292 KAL P Worle Village Primary School 186 791,264 4,254 186 814,800 4,381 £ 126.54 2.97% 800,110 4,302 £ 47.56 1.12% 798,118 4,291 £ 36.85 0.87% 3352 P Worlebury St Paul's Church of England Voluntary Aided Primary School 198 795,921 4,020 198 830,712 4,196 £ 175.71 4.37% 830,712 4,196 £ 175.71 4.37% 830,713 4,196 £ 175.71 4.37% 3348 LSP P Wraxall Church of England Primary School 88 425,832 4,839 88 431,933 4,908 £ 69.33 1.43% 427,357 4,856 £ 17.33 0.36% 427,357 4,856 £ 17.33 0.36% 3119 P Wrington Church of England Primary School 204 812,424 3,982 204 863,449 4,233 £ 250.12 6.28% 863,449 4,233 £ 250.12 6.28% 863,449 4,233 £ 250.12 6.28% 3111 LSP P Yatton Church of England Junior School 348 1,369,110 3,934 348 1,457,713 4,189 £ 254.61 6.47% 1,457,713 4,189 £ 254.61 6.47% 1,457,713 4,189 £ 254.61 6.47% 3120 LSP P Yatton Infant School 234 925,037 3,953 234 981,396 4,194 £ 240.85 6.09% 981,396 4,194 £ 240.85 6.09% 981,397 4,194 £ 240.85 6.09% 2002 CLE P Yeo Moor Primary School 386 1,522,822 3,945 386 1,619,368 4,195 £ 250.12 6.34% 1,619,368 4,195 £ 250.12 6.34% 1,619,368 4,195 £ 250.12 6.34% Total 28,630 134,462,576 28,679 139,668,885 138,998,109 138,998,111

* New classes opening from September 2021 shown as 7/12s of pupil numbers ie 30 /12*7 = 17.5 pupils

P Total Primary 16,976 70,940,919 4,179 17,003 74,418,937 4,377 198 4.74% 74,086,325 4,357 179 4.27% 74,071,662 4,357 178 4.25% S Total Secondary 11,653 63,521,656 5,451 11,677 65,249,948 5,588 137 2.52% 64,911,784 5,559 108 1.98% 64,926,449 5,560 109 2.01%

Change in % change Change in per % change Change in per % change MAT Name of Trust NOR Post MFG Budget Per Pupil NOR * Post MFG Budget Per Pupil per pupil Post MFG Budget Per Pupil Post MFG Budget Per Pupil per pupil pupil funding per pupil pupil funding per pupil funding B&W Bath & Wells Multi Academy Trust 1,641 6,684,962 4,074 1,641 7,025,208 4,281 £207.34 5.09% 6,993,095 4,261 £187.77 4.61% 6,991,725 4,261 £186.94 4.59% CAB Cabot Learning Federation 2,847 15,243,116 5,355 2,870 15,802,431 5,506 £151.36 2.83% 15,617,851 5,442 £87.04 1.63% 15,614,713 5,441 £85.95 1.61% CLE Clevedon MAT 2,503 11,488,324 4,590 2,515 12,091,550 4,808 £218.58 4.76% 12,073,727 4,801 £211.50 4.61% 12,072,259 4,801 £210.91 4.60% ELA ELAN 2,965 13,544,734 4,568 2,971 14,018,821 4,719 £150.61 3.30% 13,896,440 4,678 £109.42 2.40% 13,896,436 4,678 £109.42 2.40% KAL Kaleidoscope 2,173 9,094,248 4,185 2,173 9,411,849 4,331 £146.16 3.49% 9,365,332 4,310 £124.75 2.98% 9,363,341 4,309 £123.84 2.96% LSP Lighthouse Schools Partnership Trust 6,964 31,780,125 4,563 6,964 33,145,476 4,760 £196.06 4.30% 33,123,446 4,756 £192.89 4.23% 33,121,076 4,756 £192.55 4.22% PLT The Priory Learning Trust (TPLT) 3,612 18,337,679 5,077 3,612 18,897,576 5,232 £155.01 3.05% 18,783,279 5,200 £123.36 2.43% 18,797,951 5,204 £127.43 2.51%

Maintained Primary Schools

Produced by the Education Funding team Appendix C

2021-22 FINANCIAL YEAR SCHOOLS CONSULTATION - FUNDING RATES OPTIONS OPTIONS SPEND

2021-22 2021-22 OPTION 1 - OPTION 2 - OPTION 1 - OPTION 2 - Baseline increase from % increase from Baseline £0.67m transfer / £0.67m transfer / £0.67m transfer £0.67m transfer 2020-21 Position using 2020-21 increase 2020-21 % increase 2020-21 Position using Funding factor 0.5 % MFG 0.5 % MFG / Applied Funding factor / 0.5 % MFG / / 0.5 % MFG / 2021-22 NFF funding to for Option funding to for Option 2 2021-22 NFF Funding /£175.01 AWPU 5.7209% AWPU Funding £175.01 AWPU 5.72% AWPU Criteria & 2 % Option 1 1 Option 2 Criteria & 2 % increase increase increase increase MFG Threshold MFG Threshold

Basic Entitlement Age Weighted Pupil Unit (AWPU) Basic Entitlement Age Weighted Pupil Unit (AWPU) Primary (Years R-6) £2,871.94 £3,125.93 £3,046.95 £3,036.24 £175.01 6.09% £164.30 5.72% per pupil Primary (Years R-6) £48,788,277 £53,148,625 £51,805,767 £51,623,671 Secondary Key Stage 3 (Years 7-9) £4,004.59 £4,258.58 £4,179.60 £4,233.69 £175.01 4.37% £229.10 5.72% per pupil Secondary Key Stage 3 (Years 7-9) £29,002,909 £30,941,778 £30,367,929 £30,760,933 Secondary Key Stage 4 (Years 10-11) £4,535.39 £4,789.38 £4,710.40 £4,794.85 £175.01 3.86% £259.46 5.72% per pupil Secondary Key Stage 4 (Years 10-11) £20,005,227 £21,125,556 £20,777,182 £21,149,684 £97,796,414 £105,215,959 £102,950,878 £103,534,287 Deprivation Deprivation Primary FSM £456.57 £466.71 £466.71 £466.71 £10.14 2.22% £10.14 2.22% per AEN factor Free School Meals (FSM) £1,493,223 £1,530,071 £1,530,071 £1,530,071 Primary FSM6 £568.17 £583.39 £583.39 £583.39 £15.22 2.68% £15.22 2.68% per AEN factor Free School Meals Ever 6 (FSM6) £3,497,423 £3,608,918 £3,608,918 £3,608,918 Secondary FSM £456.57 £466.71 £466.71 £466.71 £10.14 2.22% £10.14 2.22% per AEN factor IDACI Band F £321,520 £458,677 £458,677 £458,677 Secondary FSM6 £826.89 £852.26 £852.26 £852.26 £25.37 3.07% £25.37 3.07% per AEN factor IDACI Band E £451,071 £470,064 £470,064 £470,064 Primary IDACI Band F £213.06 £218.14 £218.14 £218.14 £5.08 2.38% £5.08 2.38% per AEN factor IDACI Band D £544,922 £428,866 £428,866 £428,866 Primary IDACI Band E £253.65 £263.79 £263.79 £263.79 £10.14 4.00% £10.14 4.00% per AEN factor IDACI Band C £98,816 £633,088 £633,088 £633,088 Primary IDACI Band D £380.47 £415.98 £415.98 £415.98 £35.51 9.33% £35.51 9.33% per AEN factor IDACI Band B £1,065,623 £489,468 £489,468 £489,468 Primary IDACI Band C £410.91 £451.49 £451.49 £451.49 £40.58 9.88% £40.58 9.88% per AEN factor IDACI Band A £604,158 £641,383 £641,383 £641,383 Primary IDACI Band B £441.35 £481.93 £481.93 £481.93 £40.58 9.19% £40.58 9.19% per AEN factor Primary IDACI Band A £608.75 £629.05 £629.05 £629.05 £20.30 3.33% £20.30 3.33% per AEN factor Secondary IDACI Band F £304.38 £314.52 £314.52 £314.52 £10.14 3.33% £10.14 3.33% per AEN factor Secondary IDACI Band E £410.91 £421.05 £421.05 £421.05 £10.14 2.47% £10.14 2.47% per AEN factor Secondary IDACI Band D £542.81 £588.46 £588.46 £588.46 £45.65 8.41% £45.65 8.41% per AEN factor Secondary IDACI Band C £588.46 £639.19 £639.19 £639.19 £50.73 8.62% £50.73 8.62% per AEN factor Secondary IDACI Band B £634.12 £689.92 £689.92 £689.92 £55.80 8.80% £55.80 8.80% per AEN factor Secondary IDACI Band A £852.26 £877.62 £877.62 £877.62 £25.36 2.98% £25.36 2.98% per AEN factor

English as an Additional Language (EAL) English as an Additional Language (EAL) Primary £542.81 £558.02 £558.02 £558.02 £15.21 2.80% £15.21 2.80% per AEN factor Primary £337,795 £348,284 £348,284 £348,284 Secondary £1,461.01 £1,506.67 £1,506.67 £1,506.67 £45.66 3.13% £45.66 3.13% per AEN factor Secondary £190,108 £196,049 £196,049 £196,049

Prior Attainment Prior Attainment Primary Low attainment £1,080.54 £1,110.98 £1,110.98 £1,110.98 £30.44 2.82% £30.44 2.82% per AEN factor Primary Low attainment £4,699,665 £4,844,873 £4,844,873 £4,844,873 Secondary low attainment £1,633.49 £1,684.22 £1,684.22 £1,684.22 £50.73 3.11% £50.73 3.11% per AEN factor Secondary low attainment £3,904,316 £4,025,569 £4,025,569 £4,025,569

Lump sum £116,069.10 £119,518.70 £119,518.70 £119,518.70 £3,449.60 2.97% £3,449.60 2.97% per school Lump sum £8,656,820 £8,914,103 £8,914,103 £8,914,103

Minimum Funding Guarantee (MFG ) 1.84% 2.00% 0.50% 0.50% N/A N/A N/A N/A Minimum Funding Guarantee (MFG ) £674,757 £986,663 £962,086 £761,377

Minimum Funding per pupil Primary £3,750.00 £4,180.00 £4,180.00 £4,180.00 £430.00 11.47% £430.00 11.47% per pupil Additional funding to meet Minimum Funding per pupil £3,129,350 £5,915,392 £7,534,274 £7,151,575 KS3 £4,800.00 £5,215.00 £5,215.00 £5,215.00 £415.00 8.65% £415.00 8.65% per pupil KS4 £5,300.00 £5,715.00 £5,715.00 £5,715.00 £415.00 7.83% £415.00 7.83% per pupil Secondary £5,000.00 £5,415.00 £5,415.00 £5,415.00 £415.00 8.30% £415.00 8.30% per pupil

Produced by the Education Funding team Appendix D

Options for a process to automatically assess and allocate funding from the high needs block to those schools considered as having a disproportionate number of high needs pupils

Amount per Notional Top Up Predicted Notional Notional notional SEN Increase in Total SEN (uses Top Up funded SEN Notional Top Up SEN Budget SEN Pupils Amount per pupil after funding per Additional Number on prior Funded pupils FTE DfE No School Name Budget Funded remaining as % of notional SEN £6,000 notional SEN Funding to Roll October attainment pupils FTE x as % 2020-21 pupils FTE after £6,000 Number on pupil contribution pupil to meet allocate 2019 data October £6,000 Number on 2020-21 contribution Roll Top up threshold 2019) Roll funding d x £6,000 = a b c d c - e = f b / a = g d / a = h c / b = i f / b = j 594.30 b x l e 3122 All Saints East Clevedon VC A 118 31.54 £63,317 0.00 £0 £63,317 27% 0% £2,007 £2,007 £0 £0 2277 Ashcombe CO A 623 167.55 £328,977 27.00 £162,000 £166,977 27% 4% £1,963 £997 £0 £0 3075 Backwell VC A 234 42.45 £94,187 4.00 £24,000 £70,187 18% 2% £2,219 £1,653 £0 £0 2271 Banwell CO P 170 41.63 £88,176 7.84 £47,040 £41,136 24% 5% £2,118 £988 £0 £0 2319 Becket, Worle CO A 190 62.94 £123,157 8.00 £48,000 £75,157 33% 4% £1,957 £1,194 £0 £0 2262 Birdwell CO A 407 79.04 £164,538 6.00 £36,000 £128,538 19% 1% £2,082 £1,626 £0 £0 2013 Blagdon CO A 107 28.53 £59,082 3.00 £18,000 £41,082 27% 3% £2,071 £1,440 £0 £0 3455 Bournville CO A 411 187.14 £328,893 57.00 £342,000 (£13,107) 46% 14% £1,757 (£70) £664 £124,325 3351 Burrington VA P 62 11.39 £32,082 0.58 £3,480 £28,602 18% 1% £2,817 £2,512 £0 £0 2332 Castle Batch, Worle inc RB CO A 422 145.24 £243,275 32.84 £197,040 £46,235 34% 8% £1,675 £318 £276 £40,082 1111 Chestnut Park A 35 2.58 £10,840 0.00 0.00 0.00 0.00 0.00 0.00 0.00 £0 £0 3117 Christ Church, Weston VA A 203 70.61 £134,097 12.00 £72,000 £62,097 35% 6% £1,899 £879 £0 £0 3113 Churchill VC P 191 44.08 £89,128 2.42 £14,520 £74,608 23% 1% £2,022 £1,693 £0 £0 3354 Corpus Christi VA P 189 42.64 £88,183 7.26 £43,560 £44,623 23% 4% £2,068 £1,047 £0 £0 3121 Court de Wyck VC A 128 30.32 £68,571 3.00 £18,000 £50,571 24% 2% £2,262 £1,668 £0 £0 3130 Crockerne C of E VC A 287 87.76 £159,494 17.00 £102,000 £57,494 31% 6% £1,817 £655 £0 £0 2007 Dundry VC A 80 19.10 £45,557 4.00 £24,000 £21,557 24% 5% £2,385 £1,128 £0 £0 3091 Flax Bourton VC A 178 29.67 £70,669 5.00 £30,000 £40,669 17% 3% £2,382 £1,371 £0 £0 2295 Golden Valley CO P 414 99.89 £186,570 4.42 £26,520 £160,050 24% 1% £1,868 £1,602 £0 £0 2261 Grove CO A 217 47.53 £100,380 10.00 £60,000 £40,380 22% 5% £2,112 £850 £0 £0 2268 Hannah Moore CO A 157 26.17 £63,007 1.00 £6,000 £57,007 17% 1% £2,408 £2,179 £0 £0 2001 Haywood Village A 293 67.05 £141,249 20.00 £120,000 £21,249 23% 7% £2,106 £317 £277 £18,601 3451 Herons Moor CO A 412 98.21 £195,300 26.00 £156,000 £39,300 24% 6% £1,989 £400 £194 £19,066 2254 High Down, Infs Portishead CO A 252 41.47 £96,072 9.00 £54,000 £42,072 16% 4% £2,317 £1,015 £0 £0 2263 High Down, JnrsPortishead CO A 385 61.89 £145,370 13.00 £78,000 £67,370 16% 3% £2,349 £1,088 £0 £0 3116 Hutton VC A 204 56.60 £107,508 7.00 £42,000 £65,508 28% 3% £1,899 £1,157 £0 £0 2273 Kewstoke CO P 85 19.15 £46,743 0.00 £0 £46,743 23% 0% £2,440 £2,440 £0 £0 2000 Kingshill VC A 135 40.87 £84,816 4.00 £24,000 £60,816 30% 3% £2,075 £1,488 £0 £0 2286 Locking CO A 372 100.54 £191,136 13.00 £78,000 £113,136 27% 3% £1,901 £1,125 £0 £0 2310 Mary Elton CO A 407 97.92 £183,360 12.00 £72,000 £111,360 24% 3% £1,873 £1,137 £0 £0 2009 Mead Vale CO A 343 115.11 £203,703 25.00 £150,000 £53,703 34% 7% £1,770 £467 £128 £14,705 2285 Mendip Green inc RB CO A 634 206.94 £356,911 40.00 £240,000 £116,911 33% 6% £1,725 £565 £29 £6,075 3454 Milton Park CO A 368 106.68 £205,433 10.00 £60,000 £145,433 29% 3% £1,926 £1,363 £0 £0 3095 Northleaze VC A 206 41.68 £86,563 2.00 £12,000 £74,563 20% 1% £2,077 £1,789 £0 £0 2287 Oldmixon CO A 192 71.11 £137,963 9.00 £54,000 £83,963 37% 5% £1,940 £1,181 £0 £0 2006 Parklands Educate Together A 72 25.71 £39,623 5.00 £30,000 £9,623 36% 7% £1,541 £374 £220 £5,659 2252 Portishead CO A 448 72.15 £159,235 13.00 £78,000 £81,235 16% 3% £2,207 £1,126 £0 £0 2283 Sandford CO P 149 30.53 £68,097 3.50 £21,000 £47,097 20% 2% £2,230 £1,543 £0 £0 3114 St Andrew's, Congresbury VC P 214 53.80 £109,186 5.00 £30,000 £79,186 25% 2% £2,030 £1,472 £0 £0 3115 St Anne's, Hewish VC A 370 85.94 £169,837 15.00 £90,000 £79,837 23% 4% £1,976 £929 £0 £0 3350 St Francis VA P 189 25.71 £66,819 5.00 £30,000 £36,819 14% 3% £2,599 £1,432 £0 £0 2005 St Georges VA A 205 50.39 £108,499 6.00 £36,000 £72,499 25% 3% £2,153 £1,439 £0 £0 3450 St John the Evangelist VA A 303 67.46 £134,678 8.00 £48,000 £86,678 22% 3% £1,996 £1,285 £0 £0 3349 St Joseph's, Portishead VA p 204 65.03 £113,779 2.58 £15,480 £98,299 32% 1% £1,750 £1,512 £0 £0 3447 St Mark's, Worle VA A 424 108.60 £203,913 8.00 £48,000 £155,913 26% 2% £1,878 £1,436 £0 £0 3118 St Martin's VC A 480 130.29 £250,131 10.00 £60,000 £190,131 27% 2% £1,920 £1,459 £0 £0 3446 St Mary's, Portbury VA A 114 21.38 £53,235 1.00 £6,000 £47,235 19% 1% £2,491 £2,210 £0 £0 3129 St Nicholas Chantry VC A 388 92.60 £173,479 5.00 £30,000 £143,479 24% 1% £1,873 £1,549 £0 £0 3099 St Peter's C of E VC A 620 76.91 £196,488 16.00 £96,000 £100,488 12% 3% £2,555 £1,307 £0 £0 2003 Tickenham VA A 96 16.00 £42,822 1.00 £6,000 £36,822 17% 1% £2,676 £2,301 £0 £0 3452 Trinity VA A 446 90.85 £179,481 18.00 £108,000 £71,481 20% 4% £1,976 £787 £0 £0 2276 Uphill CO A 310 76.92 £150,427 14.18 £85,080 £65,347 25% 5% £1,956 £850 £0 £0 2316 Walliscote CO A 272 133.20 £223,442 19.00 £114,000 £109,442 49% 7% £1,678 £822 £0 £0 2264 West Leigh CO A 165 14.04 £49,810 0.00 £0 £49,810 9% 0% £3,547 £3,547 £0 £0 2280 Windwhistle CO A 379 198.28 £334,374 32.00 £192,000 £142,374 52% 8% £1,686 £718 £0 £0 3108 Winford VC A 207 57.63 £107,061 9.00 £54,000 £53,061 28% 4% £1,858 £921 £0 £0 2284 Winscombe CO P 216 50.40 £100,946 2.42 £14,520 £86,426 23% 1% £2,003 £1,715 £0 £0 3352 Worlebury VA P 198 44.75 £91,659 1.00 £6,000 £85,659 23% 1% £2,048 £1,914 £0 £0 2292 Worle Village CO A 186 53.48 £104,182 10.00 £60,000 £44,182 29% 5% £1,948 £826 £0 £0 3348 Wraxall VA A 88 17.11 £43,595 0.00 £0 £43,595 19% 0% £2,548 £2,548 £0 £0 3119 Wrington VC P 204 34.60 £80,975 2.42 £14,520 £66,455 17% 1% £2,341 £1,921 £0 £0 3120 Yatton Infs VC A 234 47.96 £103,779 11.00 £66,000 £37,779 20% 5% £2,164 £788 £0 £0 3111 Yatton VC A 348 81.34 £163,577 22.00 £132,000 £31,577 23% 6% £2,011 £388 £206 £16,761 2002 Yeo Moor CO A 386 114.82 £211,138 15.00 £90,000 £121,138 30% 4% £1,839 £1,055 £0 £0 Total/Average Primary 61 17,026 4,360.90 £8,558,574 £4,572,973 25% 3% £2,059 £1,273 £245,275

Amount per Notional Top Up Predicted Notional Notional notional SEN Total SEN (uses Top Up funded Minimum Top Up SEN Budget SEN Pupils Amount per pupil after Additional Number on prior SEN Notional Funded pupils FTE funding per DfE No School Name Funded remaining as % of notional SEN £6,000 Funding to Roll October attainment Budget pupils FTE x as % notional SEN pupils FTE after £6,000 Number on pupil contribution allocate 2019 data October £6,000 Number on Pupil £1,100 2020-21 contribution Roll Top up 2019) Roll funding d x £6,000 = a b c d c - e = f b / a = g d / a = h c / b = i f / b = j e 4129 Backwell AcademyA 1,393 209.79 £211,138 20.00 £120,000 £91,138 15% 1% £1,006 £434 £160 £33,538 4003 Broadoak AcademyA 828 192.62 £458,045 28.00 £168,000 £290,045 23% 3% £2,378 £1,506 £0 £0 4139 Churchill AcademyA 1,305 221.77 £531,782 14.00 £84,000 £447,782 17% 1% £2,398 £2,019 £0 £0 4136 Clevedon AcademyA 1,108 247.52 £544,464 20.00 £120,000 £424,464 22% 2% £2,200 £1,715 £0 £0 4135 Gordano AcademyA 1,611 284.19 £656,733 13.00 £78,000 £578,733 18% 1% £2,311 £2,036 £0 £0 4145 Hans Price AcademyA 941 269.80 £619,141 49.00 £294,000 £325,141 29% 5% £2,295 £1,205 £0 £0 4137 Nailsea AcademyA 807 148.50 £349,224 32.64 £195,840 £153,384 18% 4% £2,352 £1,033 £0 £0 4002 Winterstoke Hundred AcademyA 63 2.22 £23,029 7.00 £42,000 (£18,971) 4% 11% £0 £0 £0 £0 4143 Priory AcademyA 1,394 331.44 £736,175 37.00 £222,000 £514,175 24% 3% £2,221 £1,551 £0 £0 4144 St Katherines AcademyA 778 143.23 £358,707 4.00 £24,000 £334,707 18% 1% £2,504 £2,337 £0 £0 4001 Worle AcademyA 1,426 339.08 £776,184 53.00 £318,000 £458,184 24% 4% £2,289 £1,351 £0 £0 Total/Average Secondary 11 11,653 2,390.17 £5,264,622 25.24 3,598,782 19% 3% £1,996 £1,381 £33,538

Total all schools 72 28,679 6,751 £13,823,196 £0 £278,814

Produced by Resources and Strategic Planning 18/11/2020 Proposed Exceptional Growth

Policy 2021/22 Financial Year

Existing Schools Exceptional Growth is allocated where the Local Authority has asked a school(s) to provide extra places to meet basic need growth. This would normally be as a result of strategically planned extra places that are commissioned by the Local Authority as detailed in advance and included in the Education Provision in North Somerset~ A Commissioning Strategy (2018 – 2021).

The qualifying criteria for this funding are below. Schools who meet all of their relevant sector (primary/secondary) criteria will qualify for additional pupil growth funding:

Primary Sector Secondary Sector 1 Where the Local Authority agrees one Where the Local Authority agrees one of of the following with the school to meet the following with the school to meet basic basic need: need: • An increase in the school’s planned • An increase in the school’s planned admission number for its intake admission number for its intake cohort cohort (YR/Y3) in an academic year (Y7)** in an academic year (permanent (permanent or a temporary breach); or a temporary breach); • The school opens an additional • The school opens an additional class(es) for admission over and class(es) for admission over and above above planned incremental growth planned incremental growth

2 An increase in the number of notional classes. This is measured by dividing the October pupil numbers, both preceding and during the financial year, by 30 pupils. The second criterion is met if the latter creates a higher number of classes subject to the exception detailed below.* 3 An increase in pupils of more than 2%. The increase in pupils in the agreed cohort This is measured by the increase in - as at the October Census against the pupils between the October pupil published PAN is more than 5%. counts preceding and during the financial year. The third criterion is met if the increase exceeds 2% when expressed as a % of the pupils as at October preceding the financial year

*The exception to the second criterion, is where the Local Authority agrees the creation of an additional class is necessary and directly related to exceeding Planned Admissions Numbers (PAN). Schools may be expected to operate some mixed- age classes where necessary as the growth funding cannot be used to reduce class sizes. This doesn’t apply to secondary schools as they do not operate mixed year groups for curriculum classes. **The intake year if different from year 7 will need to be reviewed on a case by case basis.

For primary allocations, any resulting allocation will be calculated by multiplying the increase in pupils over the 2% trigger by 7/12ths of the AWPU rate for the phase to reflect the period September to March. For maintained schools the AWPU rate will be adjusted by deducting the value of the AWPU de-delegations. Additional pupil growth funding will be adjusted to reflect SEND.

For secondary allocations, any resulting allocation will be calculated by multiplying the increase in pupils over the 5% trigger by 7/12ths of the AWPU rate to reflect the period September to March. Additional pupil growth funding will be adjusted to reflect SEND.

Pupil Growth funding will be time limited to one year for breach classes as normal funding via the census numbers will follow in subsequent years. Normally to a maximum of the relevant years when the growth applicable to the school setting or until the school reaches its capacity if earlier. This funding will be cash limited if the demand exceeds the funding available.

Exceptional Pupil Growth Funding – Presumption Route New Schools

Where a school is established following the LA Presumption Route as a result of new demand from basic need, a one off, pre-opening set up costs are allocated on the basis of the details below: -

Pre-Opening

The actual funding provided to a new school will be determined on a case by case basis and will take into account the local context and potential impact on the sustainability of other schools. One-off pre-opening set up costs, will be allocated on the basis of the details below:

• A Headteacher at an appropriate scale point as laid out in the School Teachers Pay and Conditions document for the planned size of the school for the agreed period of time prior to opening. • Administration support on an appropriate grade for a comparable school of equal size for the period of time equal to that of the Headteacher. • Initial office equipment, premises and consumables to cover temporary office costs in the period before the school opens.

There is no fixed period prior to opening that these arrangements need to be in place for, but 5 months, (2 new school terms plus following holidays), is considered as the minimum.

Post Opening

In the first year, the delegated budget share for the period of the financial year open will be based on estimated pupil numbers with social deprivation and SEND data based on the average of up to three schools of the same phase, with demographic characteristics similar to those expected for the new school. SEND data will continue to be based on this methodology for the first three financial years the school is open.

Estimated pupil numbers will be used in the calculation of the delegated budget share for new schools and schools that have opened in the last seven years (for primary) or five years (for secondary) and do not yet have pupils in every cohort to which the school could admit.

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For schools which opened before 31 March 2021 An allocation will be made from the exceptional pupil growth fund to reflect the pattern of pupil growth only seen in new schools. The allocation will be calculated on the difference between the estimated pupil numbers used in the delegated budget share* and the actual pupil numbers, as at January during the financial year, rounded up to the nearest multiple of 30 pupils. This number will be multiplied by the appropriate AWPU value and the appropriate number of months with an adjustment for SEND and social deprivation funding.

For schools that open after 1 April 2021, the initial funding allocation for the school will be based on the number of first preferences received by the application closing dates, (15 January for primary and 31 October for secondary in the preceding year). Where the application closing date is later that the APT submittal date, the number of first preferences received up to the date of the APT submittal will be used. The school will also be allocated a post opening grant, on a lump sum basis of £50,000 per financial year, pro rata for the number of months open eg September to March £29,167 will be allocated.

Post opening funding will be time limited to a maximum of 5 years from opening for primary schools and 3 years for secondary, on the presumption the school will have a clear plan to operate at the planned admissions number to be viable by this time through the usual funding mechanisms. This will encourage efficient deployment and allocation of resources as the school grows and will protect the growth fund against long term, non-sustainable commitments where demographic change falls short of expectations. There is an expectation that MATs will, use their staff and resources creatively to support the new school during this period.

In the instance where a school is expanding to the extent that it could be viewed as a new school, as it is on a separate site, the school will be considered as eligible for the new school post opening element of the exceptional pupil growth policy.

The estimated pupil numbers will need to be verified with the General Annual Grant (GAG) Statement for the school. Any difference in pupil numbers will be need to be queried with the Education and Skills Funding Agency (ESFA) and adjusted as appropriate.

Exceptional Pupil Growth Funding – New Free Schools (not Presumption Route)

Sponsors who successfully apply directly to the DfE to run their school and granted pre- opening costs directly from national resources

Pre-opening funding - in the run up to opening, the DfE will provide a fixed-rate Project Development Grant (PDG) to cover essential non-capital costs up to the point at which the school opens.

Full details are available at https://www.gov.uk/government/publications/free-school-pre-opening-guide

The PDG will normally be formed of two elements – an initial allocation of £30k with the balance paid in instalments after the provisional opening date has been agreed. This initial £30k is considered sufficient to meet all the pre-opening costs likely to be incurred by a trust up until the site solution is confirmed and the DfE has agreed a provisional opening date in writing.

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Type of School PDG funding for first PDG funding for each school opening in a given additional school opening academic year in the same academic year Primary £220,000 £150,000 Secondary and all-through £300,000 £200,000 Special £220,000 £150,000 AP £220,000 £150,000 16 - 19 £250,000 £170,000 Independent converters / £25,000 £25,000 LA presumption schools

To be once agreed

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Agenda Item No. 7

Education Inclusion Service Report

Wendy Packer

On behalf of Sheila Smith Director of People and Communities

REPORT TO THE STRATEGIC SCHOOLS FORUM

DATE OF MEETING: 25 NOVEMBER 2020

SUBJECT OF REPORT: EDUCATION INCLUSION SERVICE UPDATE.

OFFICER/MEMBER PRESENTING: EDUCATION INCLUSION SERVICE LEAD AND VIRTUAL SCHOOL HEADTEACHER ~ WENDY PACKER

KEY DECISION: NO

RECOMMENDATIONS

The Strategic Schools Forum is recommended to: -

i. SSF note the progress to date of the new developments resulting from the Specialist and Alternative Provision (AP) Review.

ii. SSF note the increased number of Electively Home Educated students and proposals for additional monitoring

iii. SSF note the information regarding the SEND Peer Review and Inclusion Summit

1. PURPOSE OF REPORT

1.1. Inform SSF of the progress made in relation to projects resulting from the Specialist and Alternative Provision Review

1.2 Inform SSF of the situation regarding an increase in Elective Home Education requests

1.3. Inform SSF of the Local Government Association Review of SEND and of the Inclusion Summit

2. SUMMARY OF REPORT

2.1. Further progress has been made in developing the additional provisions identified in the Specialist and Alternative Provision Review: a positive response has been received to the consultation at Mendip Green for the primary ASD hub. This is another positive step to increase the much-needed additional provision for our children and young people within North Somerset.

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2.2. The number of families opting to Electively Home Educate is increasing as a direct consequence of Covid-19. 2.3 North Somerset is undergoing a Peer Review relating to SEND. 2.4 The Inclusion Summit is going ahead remotely on 30 November 2020.

3. DETAILS

Specialist and Alternative Provision Review – Project Updates

3.1 Specific Learning Disability and High Functioning Autistic Spectrum Disorders (ASD) Resource Bases for pupils with High Functioning ASD across the primary and secondary sector, to be available from September 2020 as below:

• Primary Provision: the LA is supporting Mendip Green Primary School/ELAN Trust to create a 10-place resources base on their site. The results of the consultation were in favour of this provision, which, now subject to confirmation from the Trust Board of ELAN and the RSC and planning approvals is planned to open to students in September 2021. The capital funding for the scheme will come from the Special Provisions Fund and the Council.

3.2 Elective Home Education

The number of families choosing to Electively Home Educate their children continues to rise, primarily as a response to concerns about Covid 19. The number now stands at 90 who have started to home educate since September, plus 8 children who did not transfer to secondary school and 1 mover in.

The number of Education Welfare Officers, who are involved in the monitoring of individual cases has, however, not increased and remains at 1. In order to further support schools and families, we are liaising with colleagues in social care to determine whether any support might be possible for the families who are or have been known to social care, and where there are existing relationships. This would only be done after liaison with schools to determine whether this would be appropriate.

3.3 SEND Peer Review: commencing 16 November 2020

The Local Authority were offered the opportunity of a Peer Review of our local area SEND services by the Local Government Association. A small team of subject area experts from other Local Authority areas will conduct the review remotely via a week

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of sampling our Education Health and Care plans followed by a second week of interviews with key partners and colleagues. The end product will give us valuable insight into services, will offer constructive challenge, and will provide shared learning

3.4 Inclusion Summit

The Inclusion Summit is taking place, remotely, on the afternoon of Monday 30 November 2020. A range of multi-professionals as well as representatives from the school community have been invited. The DfE have also accepted an invite.

4. CONSULTATION

The report has been developed through consultation with the relevant officers and with each of the departmental management teams. At this stage, there are no proposals / decisions that require consultation.

5. FINANCIAL IMPLICATIONS

The financial risks have been covered on a regular basis.

6. RISK MANAGEMENT

The risks will be discussed verbally when the report is presented by the author.

7. EQUALITY IMPLICATIONS

At this stage, there are no proposals / decisions that require further consideration of impacts.

8. CORPORATE IMPLICATIONS

The report discusses risks and opportunities across the Council, which may have a corporate impact. There are no specific corporate implications other than those already identified throughout the report.

9. OPTIONS CONSIDERED

The report has identified a couple options which are detailed within the body of the report.

AUTHOR

Wendy Packer, Education Inclusion Service Leader and Virtual School Head Teacher [email protected] 01275 885157 BACKGROUND PAPERS Previous papers to the SSF. - 4