Public Document Pack

LEEDS SCHOOL FORUM

Meeting to be held in on Thursday, 19th November, 2020 at 4.30 pm

MEMBERSHIP

Andrew Neal, A. Primary Governor - Adel St John Primary Jatinder Ubhi, A. Primary Governor - Swarcliffe Primary Helen Brough, A. Primmary Governor - Primrose Lane Primary Dave Kagai, A. Primary Governors - St Nicholas Primary Sue Tuck, A. Primary Governor - Ireland Wood Primary John Garvani (LSF), A. Primary Governors - Broadgate Primary School John Hutchinson, B. Primary Heads - St Theresa's Catholic Primary Claire Harrison, B. Primary Heads - Wetherby Deighton Gates Primary Barbara Trayer, B. Secondary Governors - Allerton Grange Secondary Helen Stott, B. Primary Heads - Allerton C of E Primary Peter Harris, B. Primary Heads - Farsley Farfield Primary Julie Harkness, B. Primary Heads - Carr Manor Community school - Primary Phase Jo Smithson, B. Primary Heads - Greenhill Primary David Webster, C. Secondary Governors - Pudsey Grangefield Delia Martin, D. Secondary Heads - Benton Park Lucie Lakin, D. Secondary Heads - Wetherby High David Gurney, E. Academy Reps - Cockburn School Neil Miley, E. Academy Reps - Dixons Academy John Thorne, E. Academy Reps - Co-operative Academy Priesthorpe Emma Lester, E. Academy Reps - Woodkirk Academy Ian Goddard, E. Academy Reps - Ebor Gardens/Victoria Primary Ac Siobhan Roberts, E. Academy Reps - Cockburn John Charles Academy Joe Barton, E. Academy Reps - Woodkirk Academy Anna Mackenzie, E. Academy Reps - Richmond Hill Academy Danny Carr, E. Academy Reps - Dixons Academy Russell Trigg, F. SILC Governor East / NW SILC - Special School Governor Diane Reynard, I. Special School Principal - East / NW SILC - SILC Principals Helen Gration, J. Non School PVI - Nursery Provider Angela Hynes, J. Non School PVI - Nursery Provider Patrick Murphy, J. Non School - Schools JCC Angela Cox, J. Non School - Leeds Catholic Diocese Cllr Dan Cohen (Leeds School Forum), J. Jewish Faith Schools

A G E N D A

Item Tile Lead Time Purpose No

1. APOLOGIES 16:30 For information

2. INTRODUCTIONS 16:35 For information

3. MINUTES OF PREVIOUS MEETING 16:40 For decision

See attached 5 - 10

4. MATTERS ARISING 16:50 For information

5. SCHOOLS FUNDING PROPOSALS 16:55 For decision

See attached 11 - 44

6. EXCESS SCHOOLS SURPLUS 17:20 For information BALANCE - UPDATE

7. DSG MANAGEMENT PLAN 17:30 For information

See attached 45 - 48

8. EARLY YEARS REVIEW 17:55 For information

See attached 49 - 56

9. SCHOOLS FORUM MEMBERSHIP 18:15 For information

Verbal Update

2 10. ANY OTHER BUSINESS 18:20 For information

11. FORWARD PLAN 18:25 For information

See attached 57 - 58

3 This page is intentionally left blank Agenda Item 3

Leeds Schools Forum Microsoft Teams Meeting Thursday 8th October 2020 at 16:30

Membership (Apologies in Italics)

GOVERNORS HEADTEACHERS Primary (6 seats) Primary (6 seats) Sue Tuck Ireland Wood John Hutchinson St Theresa’s Catholic Primary David Kagai St Nicholas Helen Stott Allerton C of E Primary John Garvani Broadgate Peter Harris Farsley Farfield Primary Three vacancies Julie Harkness Carr Manor Community School Jo Smithson Greenhill Primary Vacancy Secondary (2 seats) Secondary (3 seats) Barbara Trayer Allerton Grange Delia Martin Benton Park David Webster Pudsey Grangefield Lucie Lakin Wetherby High Vacancy

Special (1 seat) Special (1 seat) Russell Trigg East SILC, John Jamieson Diane Reynard East SILC

Non School Academies – Mainstream (10 seats) Vicky Hallas-Fawcett PVI Providers David Gurney Cockburn School Vacancy PVI Providers Danny Carr Dixons Academy Patrick Murphy Schools JCC Neil Miley Dixons Academy Louise Turner 16-19 Providers John Thorne Co-op Academy Priesthorpe Angela Cox OBE Catholic Diocese Emma Lester Woodkirk Academy Dan Cohen Jewish Faith Schools Ian Goddard Ebor Gardens/Victoria Primary Siobhan Roberts Cockburn John Charles Joe Barton Woodkirk Academy Anna McKenzie Richmond Hill Vacancy Local Authority Reps: Sal Tariq, OBE, Director Academy – Special School (1 seat) Tim Pouncey, Chief Officer Strategy & Resources Vacancy Louise Hornsey, Head of Service, Finance Lucie McAulay, Finance Academy – Alternative Provision (1 Seat) Val Waite, Head of Learning Inclusion Vacancy Shirley Maidens Elizabeth Cook Claire Swift

Minutes: Lesley Gregory

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Item Title Actions 1 Apologies Barbara Trayer, David Webster, Diane Reynard, Sal Tariq.

2 Introductions The outgoing Chair, John Thorne formally handed over to the new Chair, Peter Harris.

Miss W Beesley joined the meeting as an observer and was welcomed by the Chair.

3 Schools Forum Membership The Chair thanked John Thorne for the work he had done as Chair over the last couple of years.

Primary Governors There are three vacancies to be filled and following an advertisement there are five nominations. Voting is taking place to fill the three seats and the deadline for voting is Friday 16 October.

Headteacher Primary

There is one vacancy. Unfortunately following an advert no-one came forward. The seat remains vacant.

Academies There were three vacancies, two of which have been filled. Neil Miley, Executive Principal of Dixon’s Academy was welcomed to the Forum. John Thorne successfully reapplied. Action: Canvas academies to fill the remaining seat Dave G

SILC Principal Diane Reynard successfully reapplied for the seat.

SILC Governor There was one vacancy and Russell Trigg – John Jamieson, East SILC was successful in his application. The Chair welcomed him to the Forum.

Early Years Provider Following advert there were two people nominated for one seat. Voting is currently taking place with a deadline of 16 October.

Deputy Chair John Thorne was accepted as deputy Chair.

Academy Special and Academy Alternative Provision There is one seat for each and both will be advertised.

A virtual training session will be offered to new and existing members and will take place at some point this year.

4 Minutes of last meeting 4.1 The minutes of July’s meeting were agreed.

5 Matters Arising 5.1 Page One, Item 4.1 - Early Years Action Plan: To be brought to the November meeting. Page Three, Item 6.2 – De –Delegated Services: This will be covered later in the meeting.

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Page Two, Item 5.4 – Schools Admissions Appeals: The meeting between Rebecca McCormack and Angela Cox did take place and the matter was resolved. The service being offered would be a traded option and not statutory. Schools have the option whether to buy in or not. Page Four, Item 6.6 – 2019-2020 Reserves: This will be covered later in the meeting.

6 DSG Budget Monitoring Report 2020-2021 6.1 Overall Position An in year overspend of £2.34m is predicted. As a result the projected figure for 2020-2021 is £6.3m overspend. The greatest areas of pressure in the budget are from the High Needs Bock and SEN with a projected overspend of £3.6m.

6.2 Schools Block 6.2.1 There is a projected overspend of £4,364k, which is due to academisation. This can fluctuate throughout the year as and when schools convert to academies. It is proposed that the underspend of £596k is used to support mainstream maintained schools that have incurred additional Covid-19 related costs not covered by government funding.

6.2.3 Growth funding: the budget was originally set at £3m however the current projection is showing an underspend of £350k.

6.3 Early Years Block 6.3.1 Most of this budget is distributed to providers. This budget is traditionally underspent as it is set according to the January census pupil numbers. January’s numbers are higher than the rest of the year. There is more uncertainty this year however due to Covid-19. The DfE has changed how the funding is allocated by putting more emphasis on the 2020 January census rather than 2021. In order to give some protection to providers Leeds has taken the decision to pay out on either actual children attending or 95% of the Autumn 2019 figures.

6.3.2 The main underspend is around 2, 3 and 4 year olds which get funding on a different basis. There is a small underspend on the early years pupil premium access fund. This is purely on projected demand and could be subject to change depending on the impact of Covid-19. Nurseries that are closed due to unavoidable Covid restrictions or on PHE advice, are eligible to claim FEEE. Nurseries who have chosen to remain closed for other reasons, are not eligible for FEEE payments. Where a member of staff is furloughed, the nursery is obliged to calculate the proportion of their salary which is not funded by FEEE income and they must use this amount when claiming from the CJRS (furlough), so there is no risk of double funding.

6.3.3 Extract from government guidance on furlough is as follows: ‘If a provider’s average monthly income is 40% from DSG and 60% from other income, the

provider could claim CJRS support for up to 60% of their salary bill, depending on the amount of

parent-paid income that has returned. This would be done by furloughing staff whose usual

salary or combined salaries come to no greater than 60% of the provider’s total salary bill.

These proportions could change in subsequent furlough applications as a result of DSG income

changing. For example, if this provider subsequently receives additional DSG income from a

local authority as a result of providing additional hours of childcare, such that its

new DSG income would represent 55% of its total income in February, then its maximum use of

the furlough scheme should, from that point, be reduced to 45% of its salary bill. ‘

6.4 High Needs Block 6.4.1 The projected overspend for the High Needs Block is £3.6m. This also takes into account the £3m transfer from the School Services Block.

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6.4.2 There are two key areas of overspend: £1.2m for out of area and residential placements and £3.3m to institutions eg special and mainstream schools. There are also continued pressures around education, health and care plans (EHCPs) and although there was a slight reduction during the full lockdown, the numbers are now back to normal with indications that they could rise further.

6.4.3 There is a slight underspend of £378k in the services provided by children and families through delayed recruitment and vacant posts.

6.4.4 SEN: SENSAP is placing children constantly but at this point in time there is a lack of capacity in the current estate so additional space has been created in a number of ways: in existing SILCs, further builds and accommodation changes within the city. There are also two free school presumptions for generic special schools. This reflects the rise in EHCPs of 80% since 2014. Currently there are 4,672 children with EHCPs and the figure is projected to be around 7,000 EHCPs by 2025. Action: Numbers of special school capacity to be shared at the November Forum

6.4.5 FFI Top Ups: It was raised that as a result of Covid-19 the application process for FFI top ups has had to be changed. For learners who have significant needs but fall outside of the new processes of identification an exceptions process is being looked at for schools suffering VW hardship and no funds. This is in the early stages and the process has not been agreed. The overall financial implications must be considered alongside options. A communication was sent to schools asking them to let SENSAP know if they are suffering particular hardship and would need to be considered for exception funding. Responses are coming in and are currently being collated to help project the financial implications so that agreement can be made before January so that action can be taken for April school budgets. Children and Families do not want to disadvantage any school suffering hardship or children by not identifying their needs. Any decision taken will be a Council one but it will not be taken within isolation. Consultation will take place to help inform the decision.

6.5 Central Schools Services Block 6.5.1 This provides funding for the Council to carry out statutory duties for both maintained schools and academies. There is currently a small underspend due to delays in recruitment and vacancies in the Admissions Service. The funding is split into two:  Funding for historic commitments. This is for grant that no longer exists.  Ongoing response to Council services we provide.

6.6 2020-2021 Reserves Overall a £6.3m overspend is predicted. Any local authority with a deficit on its Dedicated Schools Grant at the end of 2019-2020 has to complete and submit a plan to the DfE to show how it will manage future spend. The template is very detailed and will take a substantial amount of time to complete. Once the template is complete it will be brought to Schools Forum.

6.7 Schools Forum noted the contents of the report.

7 DSG Medium Term Financial Strategy Projections Report 7.1 The medium term financial strategy looks at the budget over a five year period. At present this is a position statement highlighting what the positon is. Once there is more detail to the strategy it will be brought to a future Forum.

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7.2 The Dedicated Schools Grant is subject to a national funding formula which means that Leeds, along with some other authorities, is subject to a funding cap. If this was not the case Leeds would receive an extra £26.4m since 2018.

7.3 The Schools Block and Early Years Block are expected to balance in the next five years. However the High Needs Block is estimating a £7m overspend each year. If the funding cap continues the cumulative effect will be a £43m deficit. The impact of Covid-19 could also significantly increase the overspend.

7.4 At present 0.5% can be transferred from the Schools Block to the High Needs Block and we will continue to plan with this in mind. The DfE will release information later this year re whether the full national funding formula will come in. If this does happen the cap would be removed. The ESFA recognises a number of councils are struggling and need some flexibility to move money between funding blocks.

7.5 Concerns were raised around pay rises not being fully funded. As part of any consultation we would have to demonstrate the impact of transfers eg a reduction in the Schools Block funds. Work will be done to look at how best to spend the money to achieve the greatest impact. There is an acceptance that some schools lose more in terms of the transfer but it is worth noting that every penny of the transfer does go back into schools.

7.6 Schools Forum noted the contents of the report.

8 School Funding Update 2021-2022 8.1 The ESFA has published some of the DSG funding allocations for 2021-22. The Schools Block indicative funding is £590m, an increase of £43.6m for Leeds. This has been based on the 2019 census figures. It should be noted that this now includes funds from the teachers’ pay and pension employer contribution grants. These grants have been added to the basic per pupil entitlement of £180 per pupil for primary schools and £256 per pupil for secondary schools which is protected.

8.2 An amendment to the Income Deprivation Affecting Children Index (IDACI) has been made to ensure all funding continues to be passed to schools.

8.3 Local authorities will be able to continue to transfer up to 0.5% of the Schools Block funding to other blocks within the DSG. This would have to have Schools Forum approval. Based on 2020-21 funding it would amount to approximately £2.65m for Leeds.

8.4 The indicative allocation for the Central School Services Block in 2021-22 is £4.9m, a decrease of £168k on 2020-21.

8.5 The Early Years funding is based on the January census so there is no indicative allocation to report at this time.

8.6 Consultation on any proposals to transfer funding between blocks will take place with schools. It is hoped that this will take place week commencing 19 October. The outcome will be reported to Schools Forum in November.

8.7 Schools Forum noted the contents of the report.

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9 Covid Contingency Fund – Maintained Mainstream Schools 9.1 At the Forum in June it was reported that the de-delegated services budget for 2019-20 was underspent by £596k. A proposal was put forward to use the underspend to support schools with Covid costs falling outside of government funding.

9.2 The financial support offered by the government covered schools to the end of the summer term. The criteria was restricted to:  increased premises-related costs of keeping schools open during holidays  support for free school meals (FSM) for eligible children who are not attending school  additional cleaning – required due to confirmed or suspected coronavirus cases In Leeds 55 schools received a total of £470k in funding.

9.3 At present there is no indication that further financial support will be available to schools for the Autumn term.

9.4 The proposed criteria for the local authority funding is:  The costs are outside the scope of the government Covid funding. If any costs fall within the criteria and timescales of the government funding then it is expected that schools will apply to this central fund in the first instance or until the individual school claim limit is reached.  The costs are exceptional and specific to Covid related issues, the costs should not be considered normal school running costs.  The fund is to support only additional expenditure and will not consider application for loss of income for example in extended school provisions

9.5 After discussion Schools Forum agreed that the £596k be redistributed by formula.

10 Any Other Business None.

11 MEETING DATES FOR 2020-21 AND FORWARD PLAN All meetings will take commence at 1630 until 1830 Thursday 19 November Tuesday 19 January 2021 Thursday 25 February

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Report of the Director of Children and Families

Report to the Leeds Schools Forum

Date: 19 November 2020

Subject: 2021/22 School Funding Proposals

Report Author: Lucie McAulay Contact telephone number: 0113 3788766

Summary of main issues

1. The Dedicated Schools Grant (DSG) is allocated in four blocks: schools, high needs, early years and central schools services. 2021/22 is the fourth year of the national funding formula for schools, high needs and central school services. The Education and Skills Funding Agency (ESFA) uses the national funding formula to calculate the blocks within the DSG that are allocated to local authorities. Local authorities continue to have some flexibility in how this funding is allocated to schools, within the constraints set out by the ESFA.

2. Local authorities are required to consult with schools on proposals for funding arrangements and report back to their Schools Forum. Schools Forums are then responsible for either making decisions or providing views on the various proposals, in line with the powers set out by the DfE.

3. This report presents the outcome of a recent consultation with mainstream schools on funding arrangements for 2021/22. 84% of respondents supported the council’s proposal to transfer 0.5% schools block funding to the high needs block from the schools block (aprox £2.835m). 88% of maintained schools responding to the consultation also supported a contribution by maintained schools towards severance costs (to be applied as a rate of £2.50 per pupil, aprox £165k in total). In relation to the school funding formula, option one was preferred by the majority that expressed a preference (49%).

Recommendations

4. Schools Forum is asked to consider and vote on a proposal to transfer 0.5% (approx. £2.835m) from the schools block to the high needs block in 2021/22.

 All Schools Forum members may vote on this proposal.

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 It is a Schools Forum decision on whether to accept this proposal. In the event that Schools Forum does not agree, the DfE are able to adjudicate if the local authority requests this.

5. Maintained school members of Schools Forum are asked to consider and vote on a proposal for a contribution in 2021/22 by maintained schools towards the severance costs of maintained school staff, to be applied as a per-pupil amount of £2.50.

 Voting on this proposal is limited to maintained primary and secondary school members.

 It is a Schools Forum decision on whether to accept this proposal. In the event that Schools Forum does not agree, the DfE are able to adjudicate if the local authority requests this.

6. Schools Forum is asked to consider and provide their views on the schools funding formula for 2021/22.

 The local authority is required to consult with Schools Forum on the funding formula, however the local authority retains the final decision on the formula to be used.

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1 Purpose of this report

1.1 This report updates Schools Forum on the outcome of the consultation with maintained schools and academies on school funding arrangements for 2021/22, and requests decisions and views on a number of matters from Schools Forum’s members in their capacity to take a strategic view across the whole education estate whilst acting as representative of the group that has elected them

1.2 A further report will be brought to Schools Forum in January 2021 to confirm the final school funding allocations for 2021/22.

2 Background information

2.1 The Dedicated Schools Grant (DSG) is allocated in four blocks: schools, high needs, early years and central schools services. The ESFA uses the national funding formula (NFF) to calculate the blocks within the DSG that are allocated to local authorities. Local authorities continue to have some flexibility in how this funding is allocated to schools, within the constraints set out by the ESFA.

2.2 The ESFA has not confirmed the date that the NFF will be fully implemented so it is possible there could be further transitional years beyond 2021/22. However the government has reaffirmed their intention to move as soon as possible to a hard NFF, where schools’ budgets are set on the basis of a single national formula and local authorities are no longer involved in this decision.

2.3 The council recently held a consultation on school funding arrangements for 2021/22, between 20th October and 4th November 2020. During the consultation period schools were provided with background information and figures to demonstrate the impact of the proposals, a briefing session was held and queries received from individual schools were responded to. A copy of the consultation documents issued to schools is attached as an appendix to this report.

2.4 It should be noted that the options and figures within the consultation and this report have been calculated based on October 2019 pupil data, which was the basis for the indicative funding published by the ESFA for consultation purposes. The final local authority allocations will be confirmed in December 2020 and will take into account October 2020 pupil data.

2.5 The proposals in this report are therefore subject to change prior to the deadline for confirming final funding allocations to the ESFA on 21st January 2021. A Schools Forum meeting has been arranged on 19th January ahead of this deadline, where the full final proposals will be confirmed.

3 Main issues

3.1 Summary of consultation

3.1.1 Of the 265 schools consulted with, 63 responses were received (compared to 84 the previous year). Comments and key themes from the responses have been

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summarised in the relevant sections below. Not all response forms included an answer to every question, so the number of responses against each proposal below varies.

3.1.2 The council consulted on the following proposals:

a) A 0.5% transfer between from the schools block to the high needs block in 2021/22 estimated to be £2.835m.

b) Two options for funding formula for 2021/22, taking into account the proposed transfer out of the schools block of approx. £2.835m.

 Option 1: A cap on gains of 3.18%. All other factors are in line with the national funding formula, including the minimum funding guarantee of 2.0%.

 Option 2: A reduced minimum funding guarantee of 1% and an increased cap on gains of 3.40%. All other factors are in line with the national funding formula.

c) A contribution in 2020/21 by maintained schools to be applied as a per pupil amount of £2.50 estimated to be a total of £165k.

3.1.3 84% of respondents supported the transfer from the schools block to the high needs block. 88% supported the contribution by maintained schools towards severance costs in 2021/22. In relation to the funding formula, the majority (49%) voted for option one.

3.1.4 Further detail on each of the proposals and consultation responses are provided below.

3.2 Transfer from the schools block to the high needs block

Background

3.2.1 The council consulted on a 0.5% (aprox £2.835m) transfer from the schools block to the high needs block. Detailed information was provided to schools on the background to our proposals as part of the consultation document and the briefing session. The full consultation document is attached as an appendix to this report, but in summary the key points were:

 The ESFA expects most movements from schools block will be due to pressures on high needs budgets.  The high needs block in Leeds, in common with many around the country, is under considerable pressure due to increasing demographic growth and complexity of children’s needs.  The latest high needs block projections for 2020/21 show an anticipated £7.0m overspend.  Although the provisional 2021/22 high needs block allocation for Leeds shows an increase in funding of £11.5m compared to 2020/21, there is still a cap on gains in place. If the cap on gains was not in place the council would gain an additional £3.9m.

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 The local authority can transfer up to 0.5% (approximately £2.835m) from the schools block with Schools Forum approval, with the option to transfer more with approval from the DfE.  As the increase in the provisional 2021/22 schools block allocation for Leeds is expected to be approximately £43.6m compared to 2020/21 (before any pupil growth which will be confirmed in December), the transfer of 0.5% out of the schools block in 2021/22 will still leave a significant increase in the schools formula of over £40m.  The transfer to the high needs block will not be funding council services and will instead be redistributed to schools and settings through the funding mechanisms associated with that block.

Consultation responses

3.2.2 63 responses were received to this proposal. 53 (84%) supported the proposal and 10 (16%) did not. Some respondents provided comments, in general these acknowledge the continued pressure on the High Needs Block and the need to support this as essential. Some respondents did note however that as we move closer to a hard NFF this will no longer be a viable option and as such questioned whether we are providing the right message to government with this transfer. In response to consultation feedback, a letter will be prepared and sent to the DfE representing both the Council and Schools Forum to demonstrate the continued pressure on high needs funding and the case for removing the funding cap.

3.2.3 Proposal

3.2.4 The majority of respondents supported our original proposal, and therefore the local authority is still proposing to transfer 0.5% (approximately £2.835m) from the schools block to the high needs block.

3.2.5 The movement of up to 0.5% from the schools block is a Schools Forum decision. In the event that Schools Forum does not agree with our proposals, the DfE can adjudicate if the local authority wanted to request this.

3.2.6 The proposed transfer from the schools block to the high needs block only relates to proposals for 2021/22. In 2022/23 it is possible that a further request could also be made to transfer funds from the schools block to the high needs block. This would depend on the savings that can be made through other means or if additional funding was forthcoming. If a further transfer was required it would form part of a separate consultation during the next financial year.

3.2.7 The council is required by the DfE to present a range of evidence to support our proposal to transfer funding from the schools block to the high needs block. The local authority has carried out a self-assessment against the requirements in order to demonstrate how these criteria have been met, and a copy of this is attached as an appendix.

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3.3 Schools funding formula

Background to the proposal

3.3.1 The council is required to apply a funding formula in order to allocate schools block funding to schools. The ESFA sets a range of factors we are able to use in the formula. Within each of these factors there are also certain restrictions that can apply, for example the weightings that can be used for each factor, minimum funding levels and a cap on gains.

3.3.2 If the council implements the 0.5% transfer from the schools block, we cannot fully move to the national funding formula as not enough funding will remain. However as previously noted due to the increases in the councils provisional schools block allocation there would still be over £40m additional funding available for schools in 2021/22 compared to 2020/21 inclusive of the Teachers pay and pension grants.

3.3.3 Given the complexity of the possible formula factors there are a significant number of formula options that it would have been possible to model and the council looked at a number of alternative options. Using the principles established in previous years for the formula we have modelled two options for 2021/22 which vary the minimum funding guarantee and cap on gains. These are:

 Option 1: A cap on gains of 3.18%. All other factors are in line with the National Funding Formula (see table below), including the minimum funding guarantee of 2%.

 Option 2: A reduced minimum funding guarantee of 1% and an increased cap on gains of 3.40%. All other factors are in line with the National Funding Formula (see table below).

3.3.4 In 2021/22 the government is expecting that the minimum funding levels will be provided to all schools and it is intending to make this a mandatory requirement. There may be a route for local authorities to apply for permission to set lower levels if this is unaffordable locally, however we have been advised that it is unlikely that such a request would be granted.

3.3.5 Under both options consulted on there is an increase in per-pupil funding for all schools compared to 2020/21. The options are summarised in the table below, with school level information provided in the appendix.

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2020/21 (for comparison) 2021/22 Funding formula National Leeds National Leeds Leeds option factor Funding funding Funding option 1 2 Formula formula Formula Minimum funding 1.84% per 1.84% per 2.0% per 2.0% per 1.0% per pupil guarantee1 pupil pupil pupil pupil Cap on gains1, 2 No cap 3.83% per No cap 3.18% 3.40% pupil Minimum per pupil Secondary Secondary Secondary Secondary Secondary funding level1, 2 £5,000 £5,000 £5,415 £5,415 £5,415 Primary Primary Primary Primary Primary £3,750 £3,750 £4,180 £4,180 £4,180

1 Excluding premises based funding

2 The minimum per pupil funding level cannot be subject to the cap on gains

3.3.6 Our final funding allocation for 2021/22 will be confirmed by the ESFA in mid to late December 2020. The funding increases built into our current proposal are based on the ESFA’s indicative local authority allocations which use October 2019 pupil data. As a result the affordability of our proposal could change once the final allocation is confirmed, if there is a significant change in pupil demographics.

Consultation responses

3.3.7 63 responses were received on the funding formula:

 31 (49%) preferred option one

 27 (43%) preferred option two

 5 (8%) made no preference

3.3.8 The schools benefiting most from each of the options are as follow:

 Option one is significantly better for 21 schools (8%)

 Option two is marginally best for 106 schools (40%)

 There is no difference between the options for 138 schools (52%)

3.3.9 Comments from schools generally either supported option one on the basis that this delivered a 2% minimum funding guarantee in line with the national funding formula and that this appeared to benefit those schools most in need, or option two on the basis that this benefitted most schools.

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Proposal

3.3.10 The local authority is responsible for proposing the schools funding formula and for consulting on this with Schools Forum. This proposal is only for 2021/22, and the council will be required to consult again next year on the 2022/23 funding formula if the National Funding Formula will not be fully implemented at that time.

3.3.11 Schools Forum has previously expressed a preference to move as close as possible to the National Funding Formula, which is best represented by the first option (2.0% minimum funding guarantee and 3.18% cap on gains), which also received the majority support of those schools that indicated a preference (49%).

3.3.12 The final funding formula for 2021/22 will be approved in line with the council’s decision making framework and we will submit details of the funding allocations for schools to the ESFA by their deadline of 21st January 2021.

3.3.13 In addition to providing funding based on the October 2020 census, the ESFA also provides an allocation for growth in the formula based on changes between the October 2019 and October 2020 census. This growth allocation is used to create a Growth Fund which provides support for costs incurred by schools that are being established or extended to meet basic need and where admission numbers are increased. The allocation is also used to fund estimated pupil numbers in the formula for new schools that have opened in the last seven years and are still adding year groups. The council’s growth allocation for 2021/22 will not be confirmed until December. This is an area of risk as if the amount of growth funding allocated to Leeds is insufficient compared to projected demand then this may reduce funding available to be delivered to schools through the formula. If this was the case then we will report details to Schools Forum at the meeting on 19th January 2021.

3.3.14 In relation to PFI schools, the DfE provides additional PFI funding in the council’s allocation to recognise the additional costs associated with these contracts, which the council then distributes to PFI schools through the funding formula. The council’s contribution of £1m into DSG in 2019/20 to resolve PFI funding issues was baselined and included in our DSG allocation for 2020/21. For 2021/22 we will again be requesting permission from the DfE to exclude any PFI funding delivered through the formula from the calculation of the minimum funding guarantee. This will ensure that the per-pupil funding for PFI schools is calculated on the same basis as non-PFI schools and that they receive the correct amount of PFI funding to support their contributions to contract costs.

3.4 Contribution towards severance costs for maintained schools

Background to the proposal

3.4.1 The council consulted on a proposal for maintained schools to contribute £2.50 per maintained school pupil which is an estimated total of £165k towards the severance costs of maintained school staff, which are charged to the council

3.4.2 This is in line with 2020/21 when Schools Forum agreed that maintained schools would contribute £2.50 per maintained school pupil to severance costs, following

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support for this proposal by the majority of maintained schools that responded to the consultation.

3.4.3 Current legislation states that premature retirement costs are chargeable to the school’s delegated budget while redundancy costs are charged to the local authority’s budget.

3.4.4 For 2021/22 we are proposing that maintained schools make a contribution towards severance costs as they are driven by school decisions, although we appreciate that this may be as a result of financial pressures. However this approach is equitable with the treatment of academies, who no longer receive funding for severance costs and are responsible for meeting this cost themselves

Consultation responses

3.4.5 32 responses were received from maintained schools to this proposal. 28 (88%) supported the proposal and 4 (12%) did not.

Proposal

3.4.6 As the majority of maintained schools responding to the consultation supported our proposal, the council is requesting that maintained schools contribute £2.50 per pupil (aprox £165k) towards severance costs for maintained schools.

3.4.7 Maintained school members of Schools Forum are able to decide on whether to accept this proposal. In the event that Schools Forum does not agree with our proposal, the DfE are able to adjudicate if the council wanted to request this.

4 Recommendations

4.1 Schools Forum is asked to consider and vote on a proposal to transfer 0.5% from the schools block to the high needs block in 2021/22.

 All Schools Forum members may vote on this proposal.

 It is a Schools Forum decision on whether to accept this proposal. In the event that Schools Forum does not agree, the DfE are able to adjudicate if the local authority requests this.

4.2 Maintained school members of Schools Forum are asked to consider and vote on a proposal for a contribution in 2021/22 by maintained schools towards the severance costs of maintained school staff, to be applied as a per-pupil amount of £2.50.

 Voting on this proposal is limited to maintained primary and secondary school members.

 It is a Schools Forum decision on whether to accept this proposal. In the event that Schools Forum does not agree, the DfE are able to adjudicate if the local authority requests this.

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4.3 Schools Forum is asked to consider and provide their views on the schools funding formula for 2021/22.

 The local authority is required to consult with Schools Forum on the funding formula, however the local authority retains the final decision on the formula to be used.

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Leeds City Council School funding arrangements 2021/22

1. Summary of key points 1.1. This consultation is on school funding arrangements for 2021/22. The consultation covers: a) Transfer of 0.5% of funding from the schools block to the high needs block of the Dedicated Schools Grant (DSG), in order to provide funding to schools in relation to high needs pupils.

b) The formula for allocating schools block funding to mainstream schools. The Education and Skills Funding Agency (ESFA) requires that the effect of the proposal above is modelled for schools to consider. Two options are provided for comment which both provide an increase in per-pupil funding to all mainstream schools. One of these options would still provide the 2% minimum funding increase per pupil included in the National Funding Formula.

Additionally for maintained mainstream schools only the following is also included in the consultation: c) A contribution towards the severance costs of maintained school staff.

1.2. The consultation is open until the end of Wednesday 4th November 2020, unfortunately due to the need to meet ESFA deadlines we are unable to offer a longer period for comment 1.3. Detailed school level figures for the formula options are attached as an appendix. These use the council’s indicative funding allocation provided by the Education and Skills Funding Agency which is based on October 2019 data. Please note that these figures may differ from the provisional school level allocations published by the ESFA (see 2.5 for further details). The final funding for 2021/22 will be updated for October 2020 pupil data and confirmed by the ESFA in December 2020. 1.4. An online briefing session via zoom has been arranged for schools and governors on Tuesday 3rd November 2020 between 2pm and 4pm. In this session we will talk through the proposals being made and there will be an opportunity to ask questions. Further details of the session including the zoom login will be sent out the week prior to the session. If you have any queries regarding this online briefing please email [email protected] 1.5. If you have any queries during the consultation period please email [email protected], or contact us by telephone on 0113 3788245. 1.6. Responses to the consultation should be made on the attached Excel spreadsheet and returned to [email protected] by the end of Wednesday 4th November 2020. 1.7. We will report to Schools Forum on 19th November 2020 on the outcome of the consultation.

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2. Background 2.1. The Dedicated Schools Grant (DSG) is allocated in four blocks: schools, high needs, early years and central schools services. The Education and Skills Funding Agency (ESFA) continues to use the national funding formula (NFF) to calculate the blocks within the DSG that are allocated to local authorities. Local authorities currently have some flexibility in how this funding is allocated to schools and to transfer funding between blocks, within the constraints set out by the ESFA. 2.2. Due to the Covid pandemic there have been no changes to the local authority flexibility for 2021/22 although the ESFA have indicated that they will shortly be putting forward proposals to move further towards a hard NFF, where schools’ budgets are set on the basis of a single national formula and local authorities are no longer involved in this decision. 2.3. It should be noted that the NFF allocation now includes the Teachers Pay Grant (TPG) and the Teachers Pension Employer Contribution Grants (TPECG) and these will now be included in the notional NFF allocations. This funding has been added to the basic per pupil entitlement (£180 per pupil for primary schools and £265 per pupil for secondary schools) to the minimum per pupil funding levels and to school baselines so that it is protected through the funding floor. 2.4. The indicative schools block allocation for Leeds in 2021/22 is £591m, which is a total increase of £44m and a net increase of £20m when taking the TPG and TPECG into consideration, compared to the equivalent allocation received for 2020/21. 2.5. The indicative high needs block allocation for Leeds in 2021/22 has increased by £11.5m. This block provides funding in relation to special educational needs and although funding has increased compared to 2020/21, it is still £3.9m less than would be due under the NFF as funding increases are currently capped. If the cap on gains had not been in place, Leeds would also have been allocated an additional £20.85m of high needs block funding between 2018/19 and 2021/22. Although the national cap on schools block funding was removed in 2020/21, in 2018/19 and 2019/20 Leeds was also subject to a cap on gains of £9.5m for this element of schools funding. 2.6. This consultation has been prepared using the ESFA’s indicative allocation for Leeds, which uses the October 2019 census. Please be aware that the school level figures that have been circulated recently by the ESFA are not necessarily what schools will receive in 2021/22, as they have been prepared by the ESFA on a different basis to the local authority level allocations and local authorities still have the ability to set a different formula in response to local need. 2.7. The actual schools block allocation for 2021/22 will not be provided to local authorities by the ESFA until December 2020. This will reflect any changes in pupil data from the October 2020 census for mainstream schools and academies. 2.8. We will report to Schools Forum on 19th November 2020 with the outcome of this consultation and draft proposals for funding arrangements in 2021/22. The final proposals for the funding arrangements will be taken to Schools Forum in January 2021, following the receipt of updated funding information from the ESFA in December 2020. Mainstream maintained schools will be advised of their final funding allocation by the council end of

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February 2021. Mainstream academies will be notified of their funding allocations directly by the ESFA.

3. Consultation

3.1. Transfers to the high needs block 3.1.1. We are consulting on a 0.5% transfer from the schools block to the high needs block. Background 3.1.2. The schools block is mainly ring-fenced, but local authorities are able to transfer up to 0.5% of it with the agreement of their Schools Forum, and after consultation with schools. There is also the ability to submit a request to the ESFA to transfer more than 0.5%. The final value of the 0.5% is dependent on the final grant allocation which will not be received until December 2020. For Leeds, it is estimated that 0.5% equates to approximately £2.835m. 3.1.3. The ESFA expects that most proposals by local authorities to move funding from their schools block will arise as a result of pressures on their high needs budgets. The high needs block in Leeds, in common with many around the country, is under considerable pressure due to increasing demographic growth and complexity of children’s needs. An overspend of £3.6m on the high needs block is currently forecast for 2020/21, with the overall general DSG deficit projected to be £6.3m by 31st March 2021. 3.1.4. Although funding on the high needs block has provisionally increased by £11.499m for Leeds in 2021/22, this is still subject to a cap on gains which equates to £3.939m. If the cap on gains had not been in place, Leeds would also have been allocated an additional £20.85m of high needs block funding between 2018/19 and 2021/22. 3.1.5. Previous reporting identified a significant rise in the requests for new assessments (80% rise in new assessments in 2018/19 compared to 2014/15). The LA is currently responsible for 4,672 EHC plans. During the pandemic period we continued to deliver our statutory role with some adjustments to service. During this time the number of requests did reduce slightly although we are now seeing a rise back to the level prior to the lockdown after only a few weeks into term. We are therefore now anticipating an even greater number of requests over the next few terms than previously projected. DFE national data shows that at the present time the capacity of LA SEND teams across the country remains stretched, with case work high, and expected to rise, both in terms of requests for new assessments and re- assessment of need. This is due to the fact that many children are returning with even greater difficulties and gaps in learning or presenting with significant social, emotional and mental health needs requiring support. As restrictions continue and bubbles break down in schools, children and young people will lose even more education potentially causing ongoing difficulties. It is too early to give clear projections of the impact of COVID on the rise in requests for new assessment; however, our previous estimates of requests being doubled by 2025 to over 7,000 children may now be an underestimation despite work being undertaken to support at an earlier intervention level. 3.1.6. The ESFA requires that we provide a range of evidence to support the council’s proposal to transfer funding from the schools block to the high needs block. Further details of this are attached as an appendix.

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Proposal 3.1.7. As set out above we are proposing transfers to the high needs block of 0.5% from the schools block. The ESFA allows us to transfer up to 0.5% (estimated to be approximately £2.835m) from the schools block with the agreement of Schools Forum. 3.1.8. As the increase in the provisional 2021/22 schools block allocation for Leeds is expected to be approximately £44m compared to 2020/21 (before any pupil growth which will be confirmed in December), the transfer of £2.835m out of the schools block in 2021/22 will still leave a significant increase in the schools formula. In addition, funding transferred to the high needs block is effectively redistributed to schools through the funding mechanisms associated with that block. 3.1.9. The impact on individual schools in the funding formula of the proposed £2.835m transfer will vary, depending on the formula adopted. Further details of the formula options under consultation are provided in section 3.2 below, and the impact on each school is shown in the appendix. 3.1.10. Following the consultation, we will take our proposal to Schools Forum on 19th November 2020 on any transfers from the schools block to the high needs block. Schools Forum will decide on whether to accept the council’s proposal on the transfer from the schools block. In the event that Schools Forum does not agree, the DfE will adjudicate. 3.1.11. In future years a further request could also be made to transfer funds from the schools block to the high needs block. This would depend on the projections for the high needs block budget at the time. If a further transfer was required it would form part of a separate consultation during the next financial year.

3.2. Mainstream Schools funding formula

Background 3.2.1. The local authority is responsible for proposing the schools funding formula and for consulting on this with Schools Forum. The local authority retains the final decision on the formula to be used which will apply to all mainstream maintained schools and academies. 3.2.2. The council is proposing to continue to move as close as possible to the national funding formula for 2021/22 as has been the approach taken since 2018/19, which was then supported by the majority of schools that responded to the consultation and also Schools Forum. 3.3. The national funding formula for schools comprises various factors that provide basic per- pupil funding, additional needs funding (such as deprivation funding) and school-led funding (such as a lump sum payment). A summary is provided below.

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3.4. A number of changes have been announced which provide increases in funding for local authorities in 2021/22. It should be noted that these form the basis on which the council is allocated the schools block funding for all Leeds mainstream schools and academies, however the council has the ability to set a different funding formula in response to local need. 3.4.1. If funding is transferred from the schools block to the high needs block, it will not be possible to fully move to the national funding formula as not enough funding will remain. However as there would still be over £41m additional funding available for schools in 2021/22 compared to 2020/21 due to increases in the council’s provisional schools block allocation including the rolled in Teachers Pay and Teachers Pension Grants. 3.4.2. Formula factor increases

a) Funding allocated to the council: Factors in the funding formula will be increased consistently by 3% apart from free school meals (increased at inflation) and premises based funding (allocated based on actual spend in 2020/21 with an inflationary increase of 1.56% for the PFI factor only). On top of the 3% uplift a further £180 for primary pupils and £265 for secondary pupils has been added to reflect the rolling in of the teachers pay and pension grants into the NFF.

b) Schools funding formula: The council can decide to allocate these increases out differently to schools if needed, subject to any ESFA restrictions or requirements for minimum funding

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increases.

3.4.3. Minimum funding guarantee

a) Funding allocated to the council: A minimum increase of 2% will be guaranteed per pupil compared to allocations under the 2020/21 NFF.

b) Schools funding formula: As there is still some local discretion in the formula, local authorities will be able to set a minimum funding guarantee for schools between +0.5% and +2.0%. In 2020/21 Leeds set a minimum funding guarantee of +1.84%, which mirrored the NFF at that time.

3.4.4. Cap on gains

a) Funding allocated to the council: The schools NFF will not include a gains cap under the 2021/22 formula.

b) Funding allocated to schools: There is still local discretion to set a cap in the formula if needed. The cap on gains for Leeds schools was set by the council at 3.83% in 2020/21 to account for funding transferred from the Schools Block to the High Needs Block. Any capping must not take schools below the minimum funding levels.

3.4.5. Minimum Funding Level increases

a) Funding allocated to the council: Increases have been announced in the minimum funding levels for 2021/22 to £5,415 per pupil for secondary schools and £4,180 per pupil for primary schools. Schools that benefit from the minimum funding level are those that receive less targeted funding through the other formula factors. This generally means that schools that have lower funding provided through the additional needs factors are more likely to be below the minimum funding level and therefore receive an uplift to this amount.

b) Funding allocated to schools: The government expects that the minimum funding levels will be provided to schools in 2021/22 and is intending to make this a mandatory requirement. There may be a route for local authorities to apply for permission to set lower levels if this is unaffordable locally, however we have been advised that it is unlikely that such a request would be granted.

Funding formula options

3.4.6. Although local authorities have some discretion to adjust the funding formula there are also many restrictions on what can be adjusted which limits the council’s options for adjusting the formula. 3.4.7. We have provided details of two different funding formula options for consideration. As these proposals are based on the indicative funding allocations which use October 2019

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pupil data, the affordability of these options may change once the October 2020 census details are available in December. These proposals are also only for 2021/22 only and we will consult again next year on the 2022/23 funding formula if this does not move to the NFF. 3.4.8. Using the principles established in previous years for the formula, we have modelled two options for 2021/22 which vary the minimum funding guarantee and cap on gains. However for 2021/22 we are proposing to retain the minimum per-pupil funding level as the government has said this should be mandatory. Both options provide an increase in per pupil funding but distribute this differently. 3.4.9. Option 1: A cap on gains of 3.18%. All other factors are in line with the national funding formula (see table below), including the minimum funding guarantee of 2.0%. 3.4.10. Option 2: A reduced minimum funding guarantee of 1.0% and a cap on gains of 3.40%. All other factors are in line with the national funding formula (see table below).

2020/21 (for comparison) 2021/22

Funding National Leeds funding National Leeds option 1 Leeds option 2 formula Funding formula Funding factor Formula Formula

Minimum 1.84% per pupil 1.84% per pupil 2% per pupil 2% per pupil 1% per pupil funding guarantee1

Cap on No Cap 3.83% per pupil No cap 3.18% 3.40% gains1, 2

Minimum Secondary Secondary Secondary Secondary Secondary per pupil £5,000 £5,000 £5,415 £5,415 £5,415 funding Primary £3,750 Primary £3,750 Primary Primary £4,180 Primary £4,180 level1, 2 £4,180

1 Excluding premises based funding 2 The minimum per pupil funding level cannot be subject to the cap on gains

3.4.11. We have provided an appendix listing the details for schools by phase and in alphabetical order. As previously noted, both options provide an increase per pupil for all schools compared to 2020/21. When comparing the figures on the appendix please note that: a) The ESFA’s final funding allocations in December 2020 may result in changes to the final school formula. Specifically we have not yet been advised how much funding to expect for growth in the formula. If the amount allocated for growth is insufficient this will affect the affordability of the options proposed in this consultation. b) Changes in premises-led funding may affect the comparison between 2020/21 and 2021/22 total funding. Specifically:

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 We have reflected any changes in business rates costs in the 2021/22 funding figures.  For PFI schools, the required amount of PFI affordability gap funding will be distributed through the formula in 2021/22. PFI schools should not expect to receive any additional PFI funding outside of the formula in 2021/22. c) All figures are based on financial years and the 2020/21 funding figures are those submitted by the council to the ESFA. However for free schools and academies, the ESFA provides funding based on academic years. The 2020/21 formula allocation may therefore not agree to academy and free school General Annual Grant statements. However the increases between the 2020/21 and 2021/22 figures are a correct reflection of the indicative gains resulting from the funding formula options. d) The figures are before contributions for de-delegation or severance cost contributions (which would only apply to maintained schools).

3.5. Contribution towards severance costs - maintained schools only 3.5.1. We are also consulting on a proposal for maintained schools to make contribution of £2.50 per maintained school pupil, based on forecast pupil numbers towards the severance costs of maintained school staff, which are charged to the council. This would equate to an estimated total of £165k 3.5.2. This is in line with 2020/21 when Schools Forum agreed that maintained schools would contribute £2.50 per maintained school pupil based on forecast numbers at the time. 3.5.3. The £2.50 per pupil contribution is being proposed for 2020/21 as the council continues to face a significant budget pressure from the reduction in the Education Services Grant (ESG) over a number of years. ESG has been used to fund a wide range of services for schools such as school improvement, asset management, education welfare services and other statutory and regulatory services as well as the severance costs of maintained school staff. As the grant has been reduced the council has sought to protect these services. ESG ceased to be paid at the end of August 2017 and the full year effect of the ending of this grant was £2.47m in 2018/19. 3.5.4. Current legislation states that premature retirement costs are chargeable to the school’s delegated budget while redundancy costs are charged to the local authority’s budget. 3.5.5. For 2021/22 we are proposing that maintained schools make a contribution towards severance costs as they are driven by school decisions, although we appreciate that this may be as a result of financial pressures. However this approach is equitable with the treatment of academies, who no longer receive funding for severance costs and are responsible for meeting this cost themselves. 3.5.6. Following the consultation, we will take a proposal to Schools Forum on 19th November 2020 in relation to a contribution from maintained schools for severance costs for maintained schools staff. Maintained school members of Schools Forum will decide on whether to accept this proposal. In the event that the local authority proposes a contribution but Schools Forum does not agree, the DfE is able to adjudicate if the local authority still wishes to seek a contribution.

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4. Consultation responses 4.1. Responses to the consultation should be made on the attached Excel spreadsheet and returned to [email protected] by the end of Wednesday 4th November 2020. 4.2. We will report to Schools Forum on 19th November 2020 with the outcome of the consultation. 4.3. The final proposals for the funding formula will be taken to Schools Forum in January 2021, following receipt of updated funding information from the ESFA in December 2020. Mainstream maintained schools can expect to be advised of their final funding allocation by the council end of February 2021. Mainstream academies will be notified of their funding allocations directly by the ESFA.

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Page 29 This page is intentionally left blank Dedicated Schools Grant - Movement Between Blocks 2021/22

The schools revenue funding 2021 to 2022 operational guide issued in July 2020 gives details of the processed required to request a transfer from the schools block to the high needs block. The Education and Skills Funding Agency (ESFA) have also recently published a Dedicated Schools Grant (DSG) Management Plan template to provide support to local authorities when completing plans for managing their DSG. An initial plan will be presented to Schools Forum in November 2020. In order to request a transfer, local authorities must be able to provide evidence in support of the request as detailed below. A summary of the main issues is as follows:  A significant increase in the number of Education, Health and Care Plans (EHCPs) assessments which has risen by over 80% since 2014/15.  Leeds is currently responsible for 4,672 EHCPs which was expected to rise to over 7,000 by 2025, though it is possible that the impact of the coronavirus may mean that this rises even further.  Over 21,000 children and young people identified as needing SEND support across the city and expected to rise.  An increase in the demand for places at special school settings of over 200 each September for the next 5 years.  Since the current FFI funding rates were set in 2018/19, it is projected that by the end of 2020/21, there will be an increase in funding of over £7m paid to mainstream schools and academies compared to 2018/19.  In the School Revenue Funding 2021 to 2022 Operational Guide, the ESFA recognises that most proposals by local authorities to move funding from their schools block arise as a result of pressures on their high needs budgets. This can also be seen in that high needs block funding has seen increases of a minimum of 8% for both 2020/21 and 2021/22.  Leeds is currently not receiving the full allocation of DSG due under the national funding formula, as there is a cap on some of the funding increases. Between 2018/19 and 2021/22, this cap has totalled £20.85m.  This consultation is to assess the support of schools in Leeds for the proposal to transfer 0.5% of the schools block, estimated to be £2.835m from the schools block to the high needs block in 2021/22.

Details of any previous movements between blocks and what pressures those movements were designed to address.

When describing previous year’s transfers from the schools block to the high needs block it is important to note that under the national funding formula the initial allocation to each block is from a 2017/18 baseline position. This means that each subsequent

Page 31 year’s transfer request replaces the previous year’s request and is not on top of the previous year’s request.

Transfers to the high needs block in previous years were as follows:

Schools CSSB Total Block £000 £000 £000

2017/18 2,000 0 2,000 2018/19 2,000 500 2,500 2019/20 * 1,500 800 2,300 2020/21 2,650 350 3,000

* Note - £2.5m originally agreed by Schools Forum, but reduced to £1.5m following an increase in the grant allocated.

In addition to the block transfers, there have been a number of savings implemented to try to bring the expenditure on the HNB back in line with the funding available. This included transferring services to local authority budgets, reducing the FFI unit rate to all providers apart from special schools settings and changing the funding calculation for AIPs.

The number of new assessments has been steadily increasing which has led to a significant increase in EHC plans. There has been an 80% rise in new assessments compared to 2014/15. We estimate that if the current high level of demand for support through EHCPs is sustained the number of children supported through these plans is likely to double by 2025 to over 7,000 children. National statistics tell us that around half of learners with a plan are then taught in specialist provision. This current trend has led to a much greater increase in the need for special school places. There is a great deal of work underway to develop additional SILC placements which go some way to meet the additional demand. For some pupils there is the need to place on a residential basis at a high cost to the local authority. This is usually around complex ASC and also in some cases for complex SEMH. A further demand is for places for pupils with ASC who are able to access an academic curriculum but where they have a high level of anxiety and SEMH. There are not sufficient places in city to meet the need. This has led to Leeds needing to source additional places within the independent settings to make provision available.

The table below shows the funding paid to mainstream maintained schools and academies for top up funding and additional block funding:

Additional Change from Top-up Total Blocks previous year £000 £000 £000 £000

2017/18 9,612 930 10,542 2018/19 9,216 459 9,675 -867 2019/20 12,141 752 12,893 3,218

Page 32 2020/21 15,664 1,068 16,732 3,839

In 2018/19, the unit rate was reduced from £684 to £600 and the criteria for access additional block funding was tightened which explains the reduction in spend compared to 2017/18. The unit rate for 2019/20 was then increased to £650. If the level of activity in 2019/20 had remained the same as 2018/19, the additional cost of this would have been £940k, however the total increase in costs was £3,218k. The 2020/21 amounts are from the budget monitoring report taken to Schools Forum on 8th October 2020.

The Schools Revenue Funding Operational Guide for 2021/22 details the calculation required to arrive at the maximum 0.5% that Schools Forums can approve. This is to ensure that the amount cannot include the additional funding local authorities have been allocated for the teachers’ pay and pension grants, thereby guaranteeing that all of this funding remains with schools. Although only indicative allocations based on the October 2019 pupil numbers have been received so far, using those allocations, the 0.5% value is expected to be approximately £2,835k.

A request is now made to transfer 0.5% from the schools block to the HNB in 2021/22 which is expected to be approximately £2,835k. This amount is from the 2017/18 baseline.

A full breakdown of the specific budget pressures justifying a transfer, including changes in demand for special provision over the past 3 years and how the local authority has met that demand by commissioning places in all sectors.

Historically, Leeds has been underfunded in comparison to other LAs; at 17/18, HNB funding for Leeds was 25% lower than the national average (mean) of £327 per pupil, at just £240 per pupil. This is in a city of high levels of deprivation, which correlates with increased levels of SEND. The High Needs National Funding Formula seeks to address this inequity in future years. Meanwhile, Leeds continues to manage the implications of a legacy of significant underfunding in comparison to other LAs. As a result if no action is taken, there will be a significant overspend on the HNB which will place the DSG as a whole in a deficit position.

Indicative allocations for 2021/22 have recently been announced. Nationally, the HNB funding has been increased by £844m with each authority guaranteed an increase of 8% with a maximum increase of 12%. For Leeds, these allocations show an increase of £11.499m compared to 2020/21. However, there is still a cap on gains which means that the increase should have been £15.438m and so there has been a loss of funding of £3.939m.

The high needs national funding formula was introduced in 2018/19 and used a number of proxy factors to assess the need in each local authority. Since the introduction of this formula, Leeds has had a cap on the gains in grant each year which now total £20.85m and are shown for each year in the table below:

£m

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2018/19 7.09 2019/20 5.14 2020/21 4.68 2021/22 3.94 20.85

At Schools Forum on 8th October 2020, the Medium Term Financial Strategy (MTFS) for DSG covering the years 2021/22 to 2025/26 was presented and is attached to this consultation. The main issues from this report are:

 There is expected to be an overall deficit on general DSG of £6.3m at the end of 2020/21 which will need to be repaid.  It is estimated that there will be a requirement for an additional of more than 200 places in specialist settings each September for the next 5 years and due to a lack of suitable places in Leeds, a proportion of these will need to be placed in expensive outside placements.  A similar increase of over 200 places each September due to increasing demand for places for young learners aged 17 – 25.  For services provides by Leeds City Council, there will be unavoidable additional costs as a result of increases in pay and pension rates although this is a much less significant financial pressure.

As part of the high needs review in 2017, it was identified that 86.87% of the high needs funding was passported to education institutions. The 2020/21 projected costs in the budget monitoring report taken to Schools Forum in October 2020 showed that this had increased to 91.47%. The following charts show this change:

Expenditure from HN Review Expenditure from 2020/21 2017/18 Budget Budget Monitoring Report

Directly Managed Other Directly Managed Other Services £769K - Services £558K - £5,314k - 9.36% 1.35% £4,745K - 5.68% 0.67%

Commissioned Commissioned Services Services £1,371K - 2.42% £1,821K - 2.18%

Passported to Passported to Institutions Institutions £49,305K - 86.87% £76,429K - 91.47%

The alternative to transferring funding from the schools block would be to reduce expenditure in the HNB. As can be seen in the charts above, as the vast majority of

Page 34 high needs expenditure is in payments to institutions, this is likely to have an impact on funding that schools could expect to receive from Funding For Inclusion top ups.

An assessment of why the high needs costs are exceeding funding levels, and plans to change the pattern of provision where necessary.

During 2017, a review was undertaken of the high needs block of the DSG. This review has highlighted the pressures faced and has sought the opinions of stakeholders on measures to address these pressures. This review included an assessment of future years’ projected income and costs, based on known increases in demand along with estimated increases as a result of an increasing population, increasing numbers of pupils identified with SEND and projected inflation pressures.

Since that review, demand for services has continued to increase. The chart below shows the number of EHCPs in recent years and predictions of future years:

8000

7000

6000

5000

4000 Number of EHCPs maintained 3000

2000

1000

0 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025

It should be noted that while this request is for a one-off transfer from the schools block for 2021/22, projections included in the MTFS indicate a funding shortfall in future years as we await the impact of the new increased funding to be fully realised. Therefore at this stage it is possible that there may be future requests to transfer funding from the schools block, although this depends on future funding regulations allowing such a transfer.

An assessment of the need to seek schools forum approval for further transfers in future, and consideration of plans to avoid this if possible.

As detailed in the Medium Term Financial Strategy, the increase in demand for services in the high needs block is anticipated to be higher than the funding available in each of the next 5 years as shown in the following table:

2021/22 2022/23 2023/24 2024/25 2025/26

Page 35 £m £m £m £m £m

DSG Income (87.9) (94.8) (102.1) (110.2) (119.1) Funding passported to institutions 87.3 93.7 101.7 109.1 116.6 Commissioned services 2.0 2.1 2.3 2.4 2.6 Directly Managed by Children & Families 5.6 5.8 5.9 6.0 6.1

Projected overspend on high needs block 7.0 6.8 7.8 7.3 6.2

There are a number of actions being undertaken to try to provide additional high needs places in Leeds to try to avoid expensive out of are placements. These include:

 Increasing the capacity of the existing Specialist Inclusive Learning Centres,  Creating a number of new Resourced Provision units within mainstream schools,  Opening 2 new special free schools.

The DSG Management Plan which will be presented to the next Schools Forum will have a more detailed breakdown of this expenditure and further benchmarking information. This plan is intended to be a live document which will be regularly updated and presented to schools forum on progress made to date and any changes to future projections as a result of those updates.

Details of partnership working between the local authority, those institutions offering special and alternative provision (including mainstream schools), and parents; and between the local authority and neighbouring authorities.

Leeds continues to consider collaborative working with partners essential to managing sustainable, quality high needs provision in the city. Key to this is our local development of Area Inclusion Partnerships (AIPs) across the city; partnerships of local school and setting leaders who manage funds devolved from the HNB to provide locally based and managed solutions to meeting the needs of children and young people with emerging higher level SEMH needs and behavioural issues, in schools in their area. Leeds has completed a review of this arrangement in close partnership with all stakeholders and identified further measures to strengthen this arrangement. This partnership arrangement has allowed for local schools to develop and manage the right local solutions for their learners, with the support and challenge of the local authority and facilitation of collaborative working with one another. This arrangement has seen a reduction in permanent exclusions, with some areas consistently achieving a ‘0 permanent exclusions’ outcome. This reduces the need for the authority to find costly alternative provision placements and reduces disruption to vulnerable children and young people. This will continue to be an area of focus for Leeds in the years ahead as we continue to experience high numbers of children and young people with these challenging needs.

Leeds has, over a number of years, developed partnership arrangements between its special schools (SILCs) and local mainstream schools. These partnerships are very popular with parents as they enable children with SEND to be educated in a mainstream setting, and therefore to have the opportunity for social and academic integration as appropriate, whilst continuing to benefit from specialist teaching. The

Page 36 children remain on the roll of the SILC and are largely taught by SILC staff. These partnership arrangements are kept under review and new partnerships developed to meet need.

Any contributions from health and social care budgets towards the cost of specialist places.

For Leeds, the costs of external residential placements are met by Children and Families Services in the first instance. An exercise is then completed to analyse those costs between care (local authority cost), health (CCG cost) and education (DSG cost). The actual cost for 2018/19 and projected costs for 2019/20 for this are:

2018/19 2019/20 2020/21 £m £m £m

Local Authority 9.116 10.270 11.200 CCG 0.873 1.092 1.092 DSG 2.358 2.708 2.458

These costs are kept under review to reassess the costs allocated to DSG to ensure that an appropriate charge is made. To do this, an exercise will continue to be carried out annually to review these costs.

In addition, as part of the budget proposals for 2021/22 identifies a higher element of these costs relating to health needs and a requirement to seek a further £1.7m from CCGs.

Consideration of how additional high needs funding would be targeted to good and outstanding mainstream schools that provide an excellent education for a larger than average number of pupils with high needs, or to support the inclusion of children with SEND in mainstream schools.

It is recognised that any future planning for SEND provision needs to be made in a way that is not only financially sustainable but also in line with family wishes.

Leeds’s Funding for Inclusion system ensures that schools are funded according to the needs of their pupils, and not only through Education, Health and Care plans. Popular and successful schools that attract greater numbers of children with SEND through the normal admissions process will therefore receive higher levels of funding to support them to make excellent provision for those pupils.

Details of the effect that any transfer would have on individual schools’ budgets funded from the schools block.

Page 37 This detail has been sent to schools as part of the National Funding Formula consultation. This proposal is to transfer 0.5% (estimated to be £2.835m) from the schools block to the high needs block.

The details on the estimated impact on schools budgets of the proposed transfer are included in the consultation.

The information presented to the schools forum, and to all schools through consultation, and details of responses to the transfer proposal.

The high needs block review carried out in 2017 consulted with various stakeholders including schools, post 16 settings and Area Inclusion Partnerships. The feedback from this consultation was that participants recognised the need to reduce the overspend, though it was difficult to identify how best to do that without adversely affecting children and young people. Savings identified in that review have been implemented.

This consultation is to assess the support of schools in Leeds for the proposal to transfer 0.5% of the schools block, estimated to be £2.835m from the schools block to the high needs block in 2021/22.

There will be consultation in respect of the DSG Management Plan which is required to show how local authorities intend to bring their DSG budgets back into balance over a number of years. A requirement of this plan is to consult a variety of stakeholders on any proposed changes. It is also expected that this plan is a live document which will be regularly updated with any changes to the data and progress against actions.

Page 38 Leeds City Council proposed 2021/22 school formula funding for reception to year 11 Note this does not show Early Years, Post 16, High Needs or Pupil Premium and other grant funding

Minimum Per Pupil Funding Before high Levels (cannot be capped needs transfer Option 1 Option 2 below this level under either Cap on gains 0.00% 3.18% 3.40% Primary £4,180 Minimum Funding Guarantee (MFG) 2.97% 2.00% 1.00% Secondary £5,415

Total funding gains compared National Funding Per pupil funding 2021/22 = to 2020/21, after high needs 2020/21 Allocations inclusive of Teachers Pension Grant Formula indicative 2021/22 local funding formula (total funding less premises transfer and Teachers Pay Grant figures, publised by the costs) /funded pupils (including premises funding but ESFA Schools receiving the before de-delegation or Minimum Per Pupil Funding severance contributions for are shaded blue maintained schools) Is the Formula Grant Illustrative Draft Funding school Funded Allocation Allocation NFF Pupil Funded Allocation if School Name new and Pupils Total Funding NFF Allocation Option 1 Option 2 Option 1 Option 2 Option 1 Option 2 2020-21 2020-21 Numbers Pupils no high needs growing in Oct 19 Oct 19 transfer 21-22? See explanatory notes at end of table 3 1 2 8 6 4 4 2, 5 2, 5 Maintained Primary Schools Aberford C of E Primary School No 96 £450,682 £20,732 £471,414 96 £478,036 96 £481,873 £478,506 £475,033 £4,918 £4,881 £7,093 £3,619

Page 39 Page Adel Primary School No 208 £816,650 £42,098 £858,748 208 £894,640 208 £895,143 £895,143 £895,143 £4,180 £4,180 £36,395 £36,395 Adel St John the Baptist C of E Primary No 205 £772,666 £36,875 £809,542 205 £860,816 205 £860,895 £860,895 £860,895 £4,180 £4,180 £51,354 £51,354 All Saints C of E Primary School No 213 £1,026,983 £38,314 £1,065,297 213 £1,102,513 213 £1,102,680 £1,095,393 £1,097,466 £5,124 £5,133 £30,096 £32,169 Allerton C of E Primary School No 562 £2,314,299 £101,093 £2,415,392 562 £2,492,379 562 £2,485,819 £2,485,083 £2,485,819 £4,340 £4,341 £69,691 £70,428 Alwoodley Primary School No 424 £1,632,333 £76,269 £1,708,602 424 £1,800,480 424 £1,801,043 £1,801,043 £1,801,043 £4,180 £4,180 £92,441 £92,441 Ashfield Primary School No 200 £874,168 £35,976 £910,144 200 £932,210 200 £933,507 £931,876 £931,876 £4,564 £4,564 £21,731 £21,731 Asquith Primary School No 395 £1,660,885 £71,053 £1,731,938 395 £1,803,860 395 £1,804,737 £1,804,737 £1,804,737 £4,180 £4,180 £72,799 £72,799 Bankside Primary School No 630 £2,888,774 £113,324 £3,002,098 630 £3,126,717 630 £3,130,420 £3,094,901 £3,101,082 £4,794 £4,804 £92,803 £98,984 Bardsey Primary School No 206 £786,481 £37,055 £823,536 206 £864,199 206 £864,344 £864,344 £864,344 £4,180 £4,180 £40,808 £40,808 Barwick-in-Elmet C of E Primary School No 207 £817,789 £37,235 £855,024 207 £881,961 207 £882,311 £882,311 £882,311 £4,180 £4,180 £27,287 £27,287 Beechwood Primary School No 418 £1,913,708 £78,641 £1,992,349 418 £2,101,341 418 £2,101,217 £2,051,432 £2,055,537 £4,893 £4,903 £59,082 £63,188 Beecroft Primary School No 279 £1,242,717 £59,910 £1,302,628 279 £1,327,404 279 £1,340,687 £1,329,348 £1,321,692 £4,418 £4,390 £26,720 £19,065 Beeston Hill St Luke's C of E Primary School No 365 £1,608,955 £65,656 £1,674,611 365 £1,730,378 365 £1,730,665 £1,724,068 £1,727,478 £4,709 £4,718 £49,458 £52,867 Beeston Primary School No 628 £2,516,197 £112,965 £2,629,161 628 £2,818,210 628 £2,818,682 £2,708,934 £2,714,432 £4,298 £4,307 £79,772 £85,270 Beeston St Francis of Assisi Catholic Primary No 204 £977,868 £36,696 £1,014,563 204 £1,050,345 204 £1,050,492 £1,043,049 £1,045,013 £5,097 £5,106 £28,486 £30,450 Birchfield Primary School No 210 £849,579 £39,198 £888,777 210 £934,752 210 £934,753 £912,547 £914,195 £4,244 £4,252 £23,771 £25,418 Blenheim Primary School No 397 £1,833,673 £71,412 £1,905,086 397 £1,940,861 397 £1,957,837 £1,940,574 £1,922,766 £4,872 £4,827 £35,488 £17,681 Bracken Edge Primary School No 455 £2,121,654 £81,845 £2,203,499 455 £2,280,564 455 £2,273,864 £2,269,308 £2,273,792 £4,886 £4,896 £65,809 £70,293 Bramham Primary School No 166 £681,914 £29,860 £711,774 166 £724,131 166 £730,141 £724,411 £718,500 £4,342 £4,306 £12,637 £6,725 Bramley St Peter's CE Primary School No 384 £1,664,651 £76,057 £1,740,708 384 £1,794,968 384 £1,791,393 £1,787,762 £1,791,272 £4,599 £4,608 £47,055 £50,564 Broadgate Primary School No 359 £1,483,554 £64,577 £1,548,131 359 £1,600,879 359 £1,589,768 £1,580,913 £1,580,913 £4,311 £4,311 £32,782 £32,782 Brodetsky Primary School No 231 £883,699 £42,837 £926,536 231 £983,029 231 £970,451 £970,451 £970,451 £4,180 £4,180 £43,915 £43,915 Brudenell Primary School No 248 £1,162,979 £44,610 £1,207,589 248 £1,251,764 248 £1,251,496 £1,241,662 £1,244,043 £4,982 £4,992 £34,074 £36,454 Burley St Matthias' C of E Primary School No 200 £976,255 £37,771 £1,014,026 200 £1,047,770 200 £1,040,525 £1,038,932 £1,038,932 £5,129 £5,129 £24,906 £24,906 Calverley C of E Primary School No 419 £1,601,495 £75,370 £1,676,865 419 £1,781,665 419 £1,783,005 £1,783,005 £1,783,005 £4,180 £4,180 £106,140 £106,140 Carlton Primary School No 310 £1,187,450 £55,763 £1,243,213 310 £1,320,750 310 £1,321,249 £1,321,249 £1,321,249 £4,180 £4,180 £78,036 £78,036 Carr Manor Primary School No 463 £1,789,215 £83,284 £1,872,499 463 £1,988,305 463 £1,987,564 £1,987,564 £1,987,564 £4,180 £4,180 £115,065 £115,065 Castleton Primary School No 305 £1,444,498 £54,863 £1,499,361 305 £1,642,637 305 £1,678,070 £1,577,680 £1,580,655 £4,966 £4,975 £78,319 £81,293 Chapel Allerton Primary School No 448 £1,763,218 £81,816 £1,845,033 448 £1,911,808 448 £1,912,591 £1,912,591 £1,912,591 £4,180 £4,180 £67,558 £67,558 Churwell Primary School No 415 £1,595,162 £74,650 £1,669,812 415 £1,773,612 415 £1,774,390 £1,774,390 £1,774,390 £4,180 £4,180 £104,578 £104,578 Clapgate Primary School No 403 £1,833,207 £72,492 £1,905,699 403 £1,960,589 403 £1,960,646 £1,960,646 £1,960,646 £4,852 £4,852 £54,947 £54,947 Cobden Primary School No 203 £988,559 £39,655 £1,028,214 203 £1,067,854 203 £1,068,300 £1,056,959 £1,058,920 £5,116 £5,125 £28,745 £30,706 Collingham Lady Elizabeth Hastings' C of E Primary No 204 £768,174 £36,696 £804,870 204 £855,894 204 £855,958 £855,958 £855,958 £4,180 £4,180 £51,088 £51,088 Cookridge Holy Trinity C of E Primary School No 417 £1,569,177 £75,010 £1,644,187 417 £1,748,487 417 £1,748,596 £1,748,596 £1,748,596 £4,180 £4,180 £104,409 £104,409 Cookridge Primary School No 313 £1,459,112 £56,302 £1,515,414 313 £1,549,873 313 £1,553,936 £1,542,460 £1,539,862 £4,234 £4,226 £27,045 £24,447 Corpus Christi Catholic Primary School No 287 £1,290,755 £51,626 £1,342,381 287 £1,383,940 287 £1,384,124 £1,381,278 £1,383,959 £4,796 £4,806 £38,897 £41,578 Cross Gates Primary School No 206 £947,875 £40,158 £988,033 206 £1,011,672 206 £1,013,841 £1,005,439 £996,771 £4,864 £4,822 £17,405 £8,737 Crossley Street Primary School No 211 £822,689 £37,955 £860,644 211 £898,439 211 £899,275 £899,275 £899,275 £4,180 £4,180 £38,631 £38,631 Deighton Gates Primary School No 207 £779,593 £37,235 £816,828 207 £868,603 207 £868,759 £868,759 £868,759 £4,180 £4,180 £51,931 £51,931 Drighlington Primary School No 374 £1,461,533 £67,275 £1,528,808 374 £1,605,048 374 £1,605,883 £1,605,883 £1,605,883 £4,180 £4,180 £77,074 £77,074 Farsley Farfield Primary School No 417 £1,594,982 £75,010 £1,669,992 417 £1,774,292 417 £1,774,917 £1,774,917 £1,774,917 £4,180 £4,180 £104,925 £104,925 Farsley Springbank Primary School No 420 £1,608,280 £75,550 £1,683,830 420 £1,788,880 420 £1,789,546 £1,789,546 £1,789,546 £4,180 £4,180 £105,716 £105,716 Fieldhead Carr Primary School No 231 £1,004,974 £41,599 £1,046,573 231 £1,081,618 231 £1,065,311 £1,058,019 £1,059,941 £4,418 £4,426 £11,446 £13,368 Five Lanes Primary School No 418 £1,810,862 £75,190 £1,886,052 418 £1,951,800 418 £1,952,622 £1,952,622 £1,952,622 £4,180 £4,180 £66,570 £66,570 Fountain Primary School No 393 £1,548,025 £70,693 £1,618,718 393 £1,673,716 393 £1,674,336 £1,674,336 £1,674,336 £4,180 £4,180 £55,618 £55,618 Gildersome Primary School No 389 £1,504,073 £69,973 £1,574,046 389 £1,667,980 389 £1,667,277 £1,667,277 £1,667,277 £4,180 £4,180 £93,231 £93,231 Gledhow Primary School No 559 £2,154,618 £100,553 £2,255,171 559 £2,394,988 559 £2,396,155 £2,396,155 £2,396,155 £4,180 £4,180 £140,984 £140,984 Grange Farm Primary School No 414 £1,901,323 £77,813 £1,979,136 414 £2,083,893 414 £2,084,215 £2,038,270 £2,042,346 £4,908 £4,918 £59,134 £63,211 Great Preston C of E Primary School No 207 £838,195 £37,235 £875,430 207 £899,218 207 £899,685 £899,295 £899,685 £4,247 £4,249 £23,865 £24,255 Greenhill Primary School No 395 £1,723,105 £71,053 £1,794,158 395 £1,863,038 395 £1,863,895 £1,847,078 £1,850,687 £4,588 £4,597 £52,920 £56,529 Greenmount Primary School No 434 £2,070,435 £78,068 £2,148,503 434 £2,256,556 434 £2,257,313 £2,212,703 £2,217,105 £5,034 £5,044 £64,200 £68,602 Grimes Dyke Primary School No 249 £1,176,652 £45,513 £1,222,164 249 £1,260,904 249 £1,261,461 £1,257,033 £1,259,412 £4,958 £4,968 £34,869 £37,247 Guiseley Primary School No 402 £1,516,204 £72,312 £1,588,515 402 £1,689,064 402 £1,689,238 £1,689,238 £1,689,238 £4,180 £4,180 £100,723 £100,723 Harehills Primary School No 631 £2,851,978 £113,504 £2,965,482 631 £3,044,801 631 £3,045,095 £3,041,589 £3,041,589 £4,749 £4,749 £76,107 £76,107 Harewood C of E Primary School No 103 £466,933 £18,528 £485,461 103 £504,146 103 £501,991 £493,793 £494,518 £4,724 £4,731 £8,332 £9,057 Hawksworth C of E Primary School No 109 £466,737 £20,037 £486,773 109 £496,492 109 £497,708 £494,152 £490,484 £4,513 £4,480 £7,379 £3,711 Hawksworth Wood Primary School No 285 £1,301,873 £52,556 £1,354,430 285 £1,397,340 285 £1,397,743 £1,393,573 £1,396,255 £4,832 £4,841 £39,144 £41,826 Highfield Primary School No 450 £1,722,316 £80,946 £1,803,262 450 £1,915,816 450 £1,916,512 £1,916,512 £1,916,512 £4,180 £4,180 £113,250 £113,250 Hollybush Primary School No 431 £2,045,909 £81,124 £2,127,033 431 £2,196,914 431 £2,208,001 £2,199,913 £2,204,196 £4,939 £4,949 £72,880 £77,163 Holy Family Catholic Primary School No 208 £963,591 £37,415 £1,001,006 208 £1,035,464 208 £1,035,628 £1,029,048 £1,030,979 £4,926 £4,935 £28,041 £29,973 Horsforth Featherbank Primary School No 213 £851,497 £38,314 £889,811 213 £905,320 213 £912,614 £905,251 £903,065 £4,190 £4,180 £15,440 £13,254 Horsforth Newlaithes Primary School No 423 £1,614,410 £76,089 £1,690,499 423 £1,796,300 423 £1,796,863 £1,796,863 £1,796,863 £4,180 £4,180 £106,364 £106,364 Hovingham Primary School No 697 £3,140,261 £125,376 £3,265,638 697 £3,391,778 697 £3,358,563 £3,337,309 £3,337,309 £4,706 £4,706 £71,671 £71,671 Hugh Gaitskell Primary School No 564 £2,528,775 £101,452 £2,630,228 564 £2,720,786 564 £2,709,990 £2,707,169 £2,709,990 £4,788 £4,793 £76,942 £79,763 Hunslet Carr Primary School No 404 £1,872,457 £72,672 £1,945,128 404 £2,005,424 404 £2,004,347 £2,001,111 £2,004,347 £4,887 £4,895 £55,983 £59,219 Hunslet Moor Primary School No 412 £1,961,758 £74,111 £2,035,869 412 £2,108,505 412 £2,082,230 £2,067,990 £2,072,037 £4,898 £4,908 £32,122 £36,169 Ingram Road Primary School No 317 £1,637,694 £57,022 £1,694,716 317 £1,742,898 317 £1,742,622 £1,742,622 £1,742,622 £5,422 £5,422 £47,905 £47,905 Ireland Wood Primary School No 421 £1,736,040 £75,906 £1,811,946 421 £1,871,964 421 £1,862,143 £1,845,777 £1,845,749 £4,370 £4,370 £33,831 £33,802 Iveson Primary School No 343 £1,518,618 £61,699 £1,580,316 343 £1,623,857 343 £1,623,715 £1,609,566 £1,594,971 £4,684 £4,641 £29,250 £14,654 Page 40 Page Kerr Mackie Primary School No 415 £1,632,175 £74,650 £1,706,825 415 £1,772,997 415 £1,773,085 £1,773,085 £1,773,085 £4,180 £4,180 £66,260 £66,260 Kirkstall St Stephen's C of E Primary School No 205 £877,675 £36,875 £914,551 205 £949,130 205 £949,251 £939,860 £941,604 £4,570 £4,579 £25,309 £27,053 Kirkstall Valley Primary School No 198 £921,539 £35,616 £957,155 198 £995,456 198 £995,986 £983,587 £985,382 £4,851 £4,860 £26,432 £28,227 Lady Elizabeth Hastings C of E Primary School, Ledston No 139 £566,963 £25,003 £591,967 139 £605,161 139 £605,446 £604,682 £604,682 £4,333 £4,333 £12,715 £12,715 Lane End Primary School Yes 384 £1,817,999 £66,712 £1,884,712 384 £1,950,444 384 £1,950,829 £1,940,795 £1,944,655 £5,027 £5,037 £56,083 £59,944 Lawns Park Primary School No 208 £914,591 £37,415 £952,006 208 £982,866 208 £983,394 £978,274 £980,058 £4,593 £4,601 £26,268 £28,051 Little London Community Primary School No 563 £2,592,396 £101,272 £2,693,669 563 £2,789,700 563 £2,775,267 £2,775,267 £2,775,267 £4,901 £4,901 £81,599 £81,599 Low Road Primary School No 172 £861,867 £30,939 £892,806 172 £920,645 172 £915,616 £911,143 £911,143 £5,174 £5,174 £18,337 £18,337 Lower Wortley Primary School No 316 £1,555,473 £56,842 £1,612,316 316 £1,652,663 316 £1,653,134 £1,641,221 £1,629,114 £4,339 £4,301 £28,906 £16,798 Manston Primary School No 208 £877,366 £38,104 £915,470 208 £940,474 208 £974,809 £974,809 £974,809 £4,522 £4,522 £59,339 £59,339 Meanwood C of E Primary School No 215 £815,208 £42,027 £857,235 215 £901,977 215 £902,042 £902,042 £902,042 £4,180 £4,180 £44,807 £44,807 Micklefield C of E Primary School No 93 £490,103 £19,931 £510,034 93 £518,458 93 £521,374 £517,710 £513,931 £5,412 £5,372 £7,676 £3,897 Middleton St Mary's C of E Primary School No 399 £1,819,680 £71,772 £1,891,452 399 £1,979,812 399 £1,980,559 £1,947,561 £1,951,401 £4,814 £4,824 £56,109 £59,949 Mill Field Primary School No 364 £1,758,136 £71,308 £1,829,445 364 £1,884,187 364 £1,884,856 £1,883,572 £1,884,856 £5,107 £5,110 £54,127 £55,411 Moor Allerton Hall Primary School No 471 £1,931,421 £84,723 £2,016,144 471 £2,090,728 471 £2,086,245 £2,085,846 £2,086,245 £4,312 £4,313 £69,702 £70,101 Moortown Primary School No 212 £827,912 £40,457 £868,369 212 £894,768 212 £894,940 £894,940 £894,940 £4,180 £4,180 £26,571 £26,571 Morley Victoria Primary School No 416 £1,582,909 £74,830 £1,657,739 416 £1,761,789 416 £1,762,802 £1,762,802 £1,762,802 £4,180 £4,180 £105,063 £105,063 New Bewerley Community School No 424 £2,032,402 £76,269 £2,108,671 424 £2,177,723 424 £2,178,870 £2,171,448 £2,175,720 £5,009 £5,019 £62,777 £67,049 Ninelands Primary School No 407 £1,531,673 £73,211 £1,604,885 407 £1,706,683 407 £1,704,089 £1,704,089 £1,704,089 £4,180 £4,180 £99,204 £99,204 Otley All Saints C of E Primary School No 211 £811,085 £37,955 £849,040 211 £901,815 211 £902,212 £902,212 £902,212 £4,180 £4,180 £53,172 £53,172 Otley The Whartons Primary School No 178 £747,087 £32,928 £780,015 178 £802,511 178 £782,858 £782,858 £782,858 £4,297 £4,297 £2,842 £2,842 Oulton Primary School No 333 £1,431,250 £59,900 £1,491,150 333 £1,545,212 333 £1,546,066 £1,534,414 £1,537,353 £4,499 £4,508 £43,264 £46,204 Our Lady of Good Counsel Catholic Primary School No 207 £934,308 £37,235 £971,543 207 £1,007,855 207 £1,008,015 £998,661 £1,000,529 £4,808 £4,817 £27,118 £28,986 Park Spring Primary School No 400 £1,684,844 £73,340 £1,758,184 400 £1,826,501 400 £1,827,423 £1,809,909 £1,813,429 £4,427 £4,436 £51,725 £55,245 Parklands Primary School No 343 £1,691,553 £72,960 £1,764,513 343 £1,806,700 343 £1,813,137 £1,797,447 £1,782,116 £5,157 £5,112 £32,934 £17,603 Pool-in-Wharfedale C of E Voluntary Controlled Primary SchoolNo 200 £766,466 £35,976 £802,442 200 £851,828 200 £852,160 £852,160 £852,160 £4,180 £4,180 £49,718 £49,718 Primrose Lane Primary School No 204 £768,660 £36,696 £805,356 204 £856,380 204 £856,454 £856,454 £856,454 £4,180 £4,180 £51,098 £51,098 Pudsey Bolton Royd Primary School No 399 £1,962,419 £71,772 £2,034,192 399 £2,127,034 399 £2,128,246 £2,089,898 £2,093,367 £4,377 £4,386 £55,707 £59,175 Pudsey Greenside Primary School No 320 £1,216,841 £57,562 £1,274,403 320 £1,354,441 320 £1,358,810 £1,358,810 £1,358,810 £4,180 £4,180 £84,407 £84,407 Pudsey Lowtown Primary School No 208 £820,217 £37,415 £857,632 208 £887,030 208 £887,382 £887,382 £887,382 £4,180 £4,180 £29,749 £29,749 Quarry Mount Primary School No 190 £958,751 £38,243 £996,994 190 £1,023,406 190 £1,023,212 £1,020,006 £1,020,006 £5,354 £5,354 £23,012 £23,012 Queensway Primary School No 176 £769,466 £31,659 £801,125 176 £837,373 176 £837,516 £822,814 £824,307 £4,652 £4,661 £21,689 £23,182 Rawdon Littlemoor Primary School No 308 £1,332,238 £55,403 £1,387,641 308 £1,467,311 308 £1,467,479 £1,467,479 £1,467,479 £4,180 £4,180 £79,838 £79,838 Rawdon St Peter's C of E Primary School No 312 £1,191,831 £56,123 £1,247,954 312 £1,325,991 312 £1,326,428 £1,326,428 £1,326,428 £4,180 £4,180 £78,474 £78,474 Robin Hood Primary School No 419 £1,602,482 £75,370 £1,677,852 419 £1,782,652 419 £1,783,277 £1,783,277 £1,783,277 £4,180 £4,180 £105,425 £105,425 Rosebank Primary School No 280 £1,356,055 £50,366 £1,406,422 280 £1,444,127 280 £1,446,740 £1,446,394 £1,446,394 £5,148 £5,148 £39,972 £39,972 Rothwell Primary School No 315 £1,476,251 £56,942 £1,533,193 315 £1,579,699 315 £1,580,643 £1,574,470 £1,577,048 £4,217 £4,225 £41,277 £43,855 Rothwell St Mary's Catholic Primary School No 209 £795,844 £37,595 £833,439 209 £876,897 209 £876,962 £876,962 £876,962 £4,180 £4,180 £43,523 £43,523 Rothwell Victoria Junior School No 180 £784,388 £32,378 £816,767 180 £843,838 180 £844,103 £838,832 £840,336 £4,580 £4,588 £22,065 £23,570 Roundhay St John's C of E Primary School No 213 £849,139 £38,314 £887,453 213 £912,982 213 £912,881 £911,623 £912,881 £4,259 £4,265 £24,170 £25,428 Rufford Park Primary School No 300 £1,297,763 £53,964 £1,351,727 300 £1,394,998 300 £1,395,138 £1,395,138 £1,395,138 £4,180 £4,180 £43,411 £43,411 Scholes (Elmet) Primary School No 308 £1,181,624 £55,403 £1,237,027 308 £1,314,064 308 £1,314,596 £1,314,596 £1,314,596 £4,180 £4,180 £77,569 £77,569 Seacroft Grange Primary School No 206 £1,089,613 £39,174 £1,128,787 206 £1,163,684 206 £1,159,768 £1,156,179 £1,158,350 £5,519 £5,530 £27,392 £29,563 Seven Hills Primary School No 412 £1,682,262 £74,111 £1,756,373 412 £1,847,606 412 £1,848,535 £1,808,050 £1,811,568 £4,295 £4,304 £51,677 £55,195 Shadwell Primary School No 205 £786,589 £39,879 £826,468 205 £874,739 205 £875,096 £875,096 £875,096 £4,180 £4,180 £48,628 £48,628 Shakespeare Primary School No 602 £3,028,720 £108,288 £3,137,007 602 £3,257,021 602 £3,219,023 £3,191,082 £3,197,463 £5,172 £5,183 £54,075 £60,455 Sharp Lane Primary School No 591 £2,433,050 £106,309 £2,539,359 591 £2,614,750 591 £2,616,098 £2,615,732 £2,616,098 £4,331 £4,331 £76,374 £76,739 Shire Oak C of E Primary School No 212 £883,287 £42,817 £926,105 212 £942,475 212 £949,911 £942,271 £934,389 £4,348 £4,311 £16,166 £8,284 Southroyd Primary and Nursery School No 405 £1,545,752 £72,851 £1,618,603 405 £1,701,041 405 £1,701,204 £1,701,204 £1,701,204 £4,180 £4,180 £82,600 £82,600 Spring Bank Primary School No 204 £947,609 £36,696 £984,304 204 £1,016,024 204 £1,012,696 £1,010,374 £1,012,063 £4,465 £4,473 £26,070 £27,759 St Anthony's Catholic Primary School, Beeston No 214 £898,368 £39,071 £937,438 214 £961,218 214 £961,730 £961,384 £961,384 £4,470 £4,470 £23,945 £23,945 St Bartholomew's CofE Primary School No 631 £2,904,482 £113,504 £3,017,986 631 £3,167,160 631 £3,175,669 £3,117,223 £3,123,515 £4,869 £4,879 £99,237 £105,529 St Edward's Catholic Primary School, Boston Spa No 159 £613,589 £31,230 £644,819 159 £667,947 159 £668,015 £668,015 £668,015 £4,180 £4,180 £23,196 £23,196 St Francis Catholic Primary School, Morley No 211 £840,959 £37,955 £878,914 211 £901,673 211 £901,802 £901,802 £901,802 £4,258 £4,258 £22,888 £22,888 St Joseph's Catholic Primary School, Hunslet No 192 £908,091 £41,972 £950,063 192 £968,493 192 £974,680 £968,593 £968,593 £5,024 £5,024 £18,530 £18,530 St Joseph's Catholic Primary School, Wetherby No 202 £761,314 £36,336 £797,650 202 £848,174 202 £848,251 £848,251 £848,251 £4,180 £4,180 £50,601 £50,601 St Margaret's C of E Primary School No 418 £1,846,254 £75,190 £1,921,444 418 £2,029,684 418 £2,030,527 £2,030,527 £2,030,527 £4,180 £4,180 £109,083 £109,083 St Mary's C of E Primary School Boston Spa No 137 £578,321 £26,486 £604,807 137 £619,828 137 £620,115 £620,115 £620,115 £4,436 £4,436 £15,308 £15,308 St Matthew's C of E Aided Primary School No 412 £1,606,035 £74,111 £1,680,146 412 £1,758,099 412 £1,756,044 £1,727,398 £1,730,816 £4,181 £4,189 £47,252 £50,670 St Nicholas Catholic Primary School No 302 £1,286,355 £54,324 £1,340,679 302 £1,373,916 302 £1,376,950 £1,374,106 £1,374,106 £4,536 £4,536 £33,427 £33,427 St Oswald's C of E Primary School No 378 £1,423,388 £67,995 £1,491,383 378 £1,585,928 378 £1,586,046 £1,586,046 £1,586,046 £4,180 £4,180 £94,663 £94,663 St Patrick Catholic Primary School No 212 £931,424 £38,135 £969,558 212 £1,053,806 212 £1,053,926 £996,570 £998,434 £4,684 £4,693 £27,012 £28,876 St Peter's C of E Primary School, Leeds No 211 £1,030,832 £40,893 £1,071,725 211 £1,122,876 211 £1,123,149 £1,102,106 £1,104,192 £5,200 £5,210 £30,381 £32,467 St Philip's Catholic Primary School No 238 £1,031,577 £42,811 £1,074,389 238 £1,117,605 238 £1,106,927 £1,104,273 £1,106,367 £4,626 £4,635 £29,884 £31,978 St Theresa's Catholic Primary School No 423 £1,613,197 £76,089 £1,689,286 423 £1,772,510 423 £1,776,223 £1,776,223 £1,776,223 £4,180 £4,180 £86,937 £86,937 Stanningley Primary School No 210 £908,512 £37,775 £946,287 210 £976,274 210 £975,996 £971,739 £973,520 £4,545 £4,553 £25,452 £27,234 Strawberry Fields Primary School No 306 £1,187,818 £55,043 £1,242,861 306 £1,287,126 306 £1,287,175 £1,287,175 £1,287,175 £4,180 £4,180 £44,314 £44,314

Page 41 Page Summerfield Primary School No 201 £960,038 £38,559 £998,596 201 £1,029,942 201 £1,030,526 £1,026,321 £1,028,203 £4,981 £4,990 £27,725 £29,606 Swarcliffe Primary School No 302 £1,438,461 £54,324 £1,492,785 302 £1,538,521 302 £1,537,800 £1,534,846 £1,537,800 £5,002 £5,012 £42,062 £45,015 Swinnow Primary School No 209 £909,147 £37,595 £946,742 209 £993,144 209 £993,648 £972,866 £974,643 £4,554 £4,563 £26,124 £27,900 Talbot Primary School No 450 £1,713,868 £80,946 £1,794,814 450 £1,907,368 450 £1,907,895 £1,907,895 £1,907,895 £4,180 £4,180 £113,081 £113,081 Thorp Arch Lady Elizabeth Hastings' C of E Primary No 129 £537,394 £23,205 £560,598 129 £575,692 129 £575,779 £574,654 £575,622 £4,436 £4,443 £14,056 £15,024 Thorpe Primary School No 233 £940,906 £41,912 £982,818 233 £1,008,879 233 £1,009,344 £1,009,344 £1,009,344 £4,247 £4,247 £26,526 £26,526 Tranmere Park Primary School No 331 £1,245,909 £59,540 £1,305,449 331 £1,388,239 331 £1,388,332 £1,388,332 £1,388,332 £4,180 £4,180 £82,883 £82,883 Valley View Community Primary School No 435 £1,687,033 £78,248 £1,765,281 435 £1,840,241 435 £1,833,644 £1,833,644 £1,833,644 £4,180 £4,180 £68,363 £68,363 Weetwood Primary School No 211 £815,252 £37,955 £853,207 211 £905,335 211 £905,266 £905,266 £905,266 £4,180 £4,180 £52,059 £52,059 West End Primary School No 240 £919,818 £43,171 £962,989 240 £1,023,018 240 £1,023,432 £1,023,432 £1,023,432 £4,180 £4,180 £60,443 £60,443 Westbrook Lane Primary No 211 £807,842 £37,955 £845,796 211 £898,572 211 £898,904 £898,904 £898,904 £4,180 £4,180 £53,107 £53,107 Westgate Primary School No 207 £805,952 £39,471 £845,424 207 £867,578 207 £894,743 £894,743 £894,743 £4,180 £4,180 £49,320 £49,320 Westroyd Primary School No 176 £748,760 £34,363 £783,123 176 £809,338 176 £809,765 £804,066 £805,487 £4,461 £4,469 £20,943 £22,364 Westwood Primary School No 295 £1,355,256 £53,065 £1,408,320 295 £1,510,499 295 £1,510,745 £1,449,317 £1,452,143 £4,898 £4,907 £40,997 £43,823 Wetherby St. James CE Primary No 81 £471,696 £17,988 £489,684 81 £498,069 81 £500,645 £497,130 £493,503 £6,021 £5,976 £7,445 £3,819 Whingate Primary School No 415 £1,797,799 £78,326 £1,876,125 415 £2,053,482 415 £2,054,457 £1,931,613 £1,935,395 £4,563 £4,572 £55,488 £59,270 Whinmoor St Paul's C of E Primary School No 195 £799,258 £35,077 £834,335 195 £866,710 195 £866,811 £857,089 £858,657 £4,379 £4,387 £22,754 £24,322 White Laith Primary School No 206 £899,988 £38,836 £938,824 206 £969,813 206 £969,962 £964,890 £966,684 £4,663 £4,672 £26,066 £27,860 Whitecote Primary School No 372 £1,671,488 £66,915 £1,738,403 372 £1,817,692 372 £1,818,610 £1,789,508 £1,792,986 £4,707 £4,717 £51,105 £54,583 Wigton Moor Primary School No 448 £1,708,416 £80,586 £1,789,002 448 £1,901,056 448 £1,901,624 £1,901,624 £1,901,624 £4,180 £4,180 £112,622 £112,622 Windmill Primary School No 430 £2,042,211 £77,441 £2,119,653 430 £2,194,195 430 £2,179,857 £2,179,857 £2,179,857 £4,970 £4,970 £60,205 £60,205 Woodlesford Primary School No 418 £1,609,656 £75,190 £1,684,846 418 £1,789,396 418 £1,781,708 £1,781,708 £1,781,708 £4,180 £4,180 £96,862 £96,862 Wykebeck Primary School No 386 £1,877,732 £69,434 £1,947,166 386 £2,004,059 386 £2,001,067 £1,985,896 £1,985,896 £5,030 £5,030 £38,730 £38,730 Yeadon Westfield Infant School No 150 £600,186 £26,982 £627,168 150 £646,902 150 £647,002 £643,328 £644,439 £4,265 £4,272 £16,160 £17,272 Yeadon Westfield Junior School No 226 £866,365 £40,653 £907,018 226 £948,162 226 £948,231 £948,231 £948,231 £4,180 £4,180 £41,213 £41,213

Primary Academies & Free Schools Allerton Bywater Primary School No 403 £1,517,548 £72,492 £1,590,039 403 £1,684,540 403 £1,690,964 £1,690,964 £1,690,964 £4,180 £4,180 £100,924 £100,924 Armley Park Primary School No 171 £837,093 £30,759 £867,852 171 £932,936 171 £937,282 £891,661 £893,300 £5,189 £5,195 £23,808 £25,447 Austhorpe Primary School No 209 £807,541 £37,595 £845,136 209 £873,620 209 £877,354 £877,354 £877,354 £4,180 £4,180 £32,218 £32,218 Blackgates Primary Academy No 337 £1,414,236 £60,620 £1,474,856 337 £1,550,571 337 £1,557,562 £1,517,943 £1,520,910 £4,484 £4,489 £43,087 £46,054 Bramhope Primary School No 289 £1,081,607 £51,985 £1,133,593 289 £1,208,020 289 £1,211,963 £1,211,963 £1,211,963 £4,180 £4,180 £78,370 £78,370 Bramley Park Academy No 289 £1,350,701 £51,985 £1,402,687 289 £1,471,021 289 £1,477,996 £1,444,001 £1,446,811 £4,973 £4,978 £41,314 £44,124 Calverley Parkside Primary School No 205 £777,328 £36,875 £814,203 205 £856,900 205 £859,746 £859,746 £859,746 £4,180 £4,180 £45,543 £45,543 Christ Church Upper Armley Church of England Primary SchoolNo 190 £888,276 £34,177 £922,454 190 £985,032 190 £987,661 £948,019 £949,781 £4,976 £4,982 £25,565 £27,328 Christ The King Catholic Primary School, A Voluntary AcademyNo 166 £757,094 £29,860 £786,954 166 £819,346 166 £823,033 £808,197 £809,659 £4,847 £4,852 £21,242 £22,705 Cockburn Haigh Road Academy No 126 £604,131 £22,665 £626,796 126 £635,132 126 £645,354 £640,796 £641,888 £5,005 £5,010 £14,000 £15,092 Colton Primary School No 213 £810,051 £38,314 £848,366 213 £890,340 213 £895,118 £895,118 £895,118 £4,180 £4,180 £46,753 £46,753 Co-op Academy Beckfield No 191 £869,007 £34,357 £903,364 191 £993,900 191 £997,367 £928,313 £930,031 £4,843 £4,848 £24,948 £26,667 Co-op Academy Brownhill No 414 £2,046,494 £74,470 £2,120,965 414 £2,211,465 414 £2,218,628 £2,184,602 £2,188,989 £5,260 £5,266 £63,638 £68,024 Co-op Academy Nightingale No 421 £2,075,045 £75,729 £2,150,774 421 £2,220,215 421 £2,213,846 £2,212,716 £2,212,716 £5,251 £5,251 £61,941 £61,941 Co-op Academy Oakwood No 420 £2,165,928 £75,550 £2,241,477 420 £2,295,250 420 £2,301,727 £2,297,758 £2,297,758 £4,982 £4,982 £56,281 £56,281 Co-op Academy Woodlands No 409 £1,974,942 £73,571 £2,048,513 409 £2,095,835 409 £2,105,766 £2,104,138 £2,104,138 £5,125 £5,125 £55,624 £55,624 Cottingley Primary Academy No 261 £1,254,214 £46,949 £1,301,163 261 £1,340,795 261 £1,345,717 £1,339,742 £1,342,334 £5,115 £5,120 £38,579 £41,171 East Ardsley Primary Academy No 406 £1,731,967 £73,031 £1,804,998 406 £1,900,608 406 £1,909,854 £1,909,854 £1,909,854 £4,180 £4,180 £104,856 £104,856 East Garforth Primary Academy No 242 £937,212 £43,531 £980,743 242 £1,011,560 242 £1,016,782 £1,016,782 £1,016,782 £4,180 £4,180 £36,039 £36,039 Ebor Gardens Primary Academy No 387 £1,844,480 £69,614 £1,914,094 387 £1,977,207 387 £1,985,197 £1,971,141 £1,975,071 £5,073 £5,079 £57,047 £60,977 Elements Primary Free School Yes 131 £590,333 £20,217 £610,550 147 £785,483 131 £631,935 £631,935 £631,935 £4,804 £4,804 £21,385 £21,385 Green Lane Primary Academy No 394 £1,482,569 £70,873 £1,553,442 394 £1,646,920 394 £1,652,090 £1,652,090 £1,652,090 £4,180 £4,180 £98,649 £98,649 Hill Top Primary Academy No 213 £898,077 £38,314 £936,391 213 £986,171 213 £991,238 £991,238 £991,238 £4,180 £4,180 £54,847 £54,847 Hillcrest Academy No 422 £1,924,910 £75,909 £2,000,819 422 £2,042,907 422 £2,056,675 £2,049,158 £2,049,158 £4,841 £4,841 £48,339 £48,339 Holy Name Catholic Voluntary Academy No 207 £829,524 £37,235 £866,759 207 £880,236 207 £888,963 £883,966 £883,966 £4,253 £4,253 £17,207 £17,207 Holy Rosary and St Anne's Catholic Primary School No 208 £1,020,505 £37,415 £1,057,920 208 £1,108,236 208 £1,112,042 £1,087,784 £1,089,842 £5,212 £5,218 £29,864 £31,922 Holy Trinity Church of England Academy, Rothwell No 162 £719,185 £29,141 £748,326 162 £770,488 162 £773,570 £768,347 £769,726 £4,724 £4,729 £20,021 £21,400 Hunslet St Mary's C of E Primary School No 264 £1,186,718 £53,460 £1,240,178 264 £1,301,022 264 £1,301,776 £1,275,228 £1,277,681 £4,810 £4,815 £35,050 £37,503 Immaculate Heart of Mary Catholic Primary School No 449 £1,691,126 £80,766 £1,771,892 449 £1,876,820 449 £1,883,609 £1,883,609 £1,883,609 £4,180 £4,180 £111,717 £111,717 Khalsa Science Academy No 147 £683,613 £26,442 £710,056 147 £728,019 147 £732,058 £728,848 £730,141 £4,931 £4,936 £18,792 £20,085 Kippax Ash Tree Primary School No 309 £1,524,144 £55,583 £1,579,727 309 £1,634,937 309 £1,644,498 £1,621,732 £1,623,500 £4,180 £4,182 £42,005 £43,773 Kippax Greenfield Primary School No 176 £691,447 £31,659 £723,106 176 £748,521 176 £752,482 £742,314 £743,635 £4,195 £4,200 £19,208 £20,530 Kippax North Primary School No 215 £829,690 £38,674 £868,364 215 £898,700 215 £902,408 £902,408 £902,408 £4,180 £4,180 £34,044 £34,044 Manston St James Primary Academy No 409 £1,547,286 £73,571 £1,620,857 409 £1,709,620 409 £1,715,156 £1,715,156 £1,715,156 £4,180 £4,180 £94,299 £94,299 Meadowfield Primary School No 392 £1,905,481 £70,513 £1,975,994 392 £2,025,826 392 £2,036,677 £2,034,970 £2,036,677 £5,162 £5,167 £58,976 £60,682 Methley Primary School No 393 £1,749,963 £70,693 £1,820,656 393 £1,912,963 393 £1,923,307 £1,923,307 £1,923,307 £4,180 £4,180 £102,651 £102,651 Middleton Primary School No 429 £2,037,191 £77,360 £2,114,550 429 £2,171,468 429 £2,177,185 £2,177,185 £2,177,185 £5,062 £5,062 £62,635 £62,635 Morley Newlands Academy No 622 £2,395,568 £111,885 £2,507,454 622 £2,599,960 622 £2,611,345 £2,611,345 £2,611,345 £4,180 £4,180 £103,891 £103,891 Park View Primary Academy No 226 £1,125,824 £40,653 £1,166,477 226 £1,201,768 226 £1,206,275 £1,199,782 £1,202,077 £5,289 £5,295 £33,306 £35,601 Pudsey Primrose Hill Primary School No 434 £1,635,129 £78,068 £1,713,197 434 £1,814,120 434 £1,821,901 £1,821,901 £1,821,901 £4,180 £4,180 £108,705 £108,705 Pudsey Waterloo Primary No 397 £1,498,683 £71,412 £1,570,095 397 £1,659,460 397 £1,669,591 £1,669,591 £1,669,591 £4,180 £4,180 £99,496 £99,496 Raynville Primary School No 406 £1,746,531 £74,182 £1,820,712 406 £1,904,525 406 £1,910,245 £1,896,865 £1,900,642 £4,658 £4,664 £76,152 £79,930 Page 42 Page Ryecroft Academy No 291 £1,347,750 £52,345 £1,400,095 291 £1,442,867 291 £1,446,474 £1,440,843 £1,443,653 £4,939 £4,945 £40,748 £43,558 Sacred Heart Catholic Primary School No 203 £962,217 £37,286 £999,503 203 £1,034,236 203 £1,034,388 £1,027,518 £1,029,450 £5,049 £5,054 £28,015 £29,947 Ss. Peter and Paul Catholic Primary School, a Voluntary AcademyNo 213 £808,389 £38,314 £846,703 213 £890,340 213 £896,450 £896,450 £896,450 £4,180 £4,180 £49,747 £49,747 St Augustine's Catholic Primary School No 409 £1,731,541 £73,571 £1,805,112 409 £1,896,742 409 £1,901,223 £1,858,702 £1,862,394 £4,527 £4,532 £53,589 £57,282 St Benedict's Catholic Primary School No 206 £790,583 £37,055 £827,638 206 £861,080 206 £864,109 £864,109 £864,109 £4,180 £4,180 £36,471 £36,471 St Chad's Church of England Primary School No 203 £808,289 £36,516 £844,805 203 £867,842 203 £872,601 £867,875 £869,462 £4,252 £4,257 £23,070 £24,658 St Joseph's Catholic Primary School, Otley No 190 £736,122 £34,177 £770,299 190 £794,200 190 £797,438 £797,438 £797,438 £4,180 £4,180 £27,139 £27,139 St Joseph's Catholic Primary School, Pudsey No 291 £1,095,679 £52,345 £1,148,024 291 £1,216,380 291 £1,220,897 £1,220,897 £1,220,897 £4,180 £4,180 £72,873 £72,873 St Mary's Catholic Primary School, Horsforth No 206 £775,495 £37,055 £812,550 206 £861,080 206 £864,135 £864,135 £864,135 £4,180 £4,180 £51,585 £51,585 St Paul's Catholic Primary School No 210 £814,135 £37,775 £851,910 210 £877,800 210 £881,430 £881,430 £881,430 £4,180 £4,180 £29,520 £29,520 St Urban's Catholic Primary School No 209 £822,405 £37,595 £860,000 209 £878,496 209 £882,886 £882,886 £882,886 £4,204 £4,204 £22,886 £22,886 Swillington Primary School No 171 £745,509 £30,759 £776,268 171 £788,789 171 £795,757 £795,484 £795,484 £4,613 £4,613 £19,216 £19,216 Templenewsam Halton Primary No 420 £1,605,745 £75,550 £1,681,295 420 £1,755,600 420 £1,760,666 £1,760,666 £1,760,666 £4,180 £4,180 £79,371 £79,371 The Richmond Hill Academy No 573 £2,681,748 £103,071 £2,784,820 573 £2,951,237 573 £2,965,110 £2,869,497 £2,875,328 £4,984 £4,990 £84,677 £90,509 Thorner Church of England Primary School No 200 £759,855 £35,976 £795,831 200 £836,000 200 £839,342 £839,342 £839,342 £4,180 £4,180 £43,511 £43,511 Victoria Primary Academy No 400 £1,767,801 £71,952 £1,839,753 400 £1,984,244 400 £1,991,882 £1,894,440 £1,898,208 £4,717 £4,723 £54,686 £58,454 Westerton Primary Academy No 630 £2,373,559 £113,324 £2,486,884 630 £2,633,400 630 £2,644,680 £2,644,680 £2,644,680 £4,180 £4,180 £157,797 £157,797 Whitkirk Primary School No 367 £1,431,994 £66,016 £1,498,010 367 £1,547,925 367 £1,541,002 £1,541,002 £1,541,002 £4,186 £4,186 £42,993 £42,993

PRIMARY SUB TOTAL 68,832 293,746,494 12,508,596 306,255,090 68,848 319,679,721 68,832 319,826,766 317,692,035 317,817,688

Maintained Secondary & All-Through Schools Allerton Grange School No 1,318 £7,937,715 £348,980 £8,286,695 1,318 £8,523,920 1,318 £8,529,347 £8,529,347 £8,529,347 £5,898 £5,898 £242,652 £242,652 Allerton High School No 1,115 £6,266,468 £295,230 £6,561,698 1,115 £6,713,917 1,115 £6,750,898 £6,723,314 £6,723,314 £5,487 £5,487 £161,616 £161,616 Benton Park School No 1,166 £5,959,280 £308,733 £6,268,013 1,166 £6,443,170 1,166 £6,449,384 £6,445,756 £6,445,756 £5,415 £5,415 £177,742 £177,742 Cardinal Heenan Catholic High School No 910 £5,124,798 £240,950 £5,365,748 910 £5,520,881 910 £5,514,996 £5,510,158 £5,510,158 £5,558 £5,558 £144,410 £144,410 Carr Manor Community School (All Through) No 1,339 £8,561,393 £332,335 £8,893,728 1,339 £9,046,985 1,339 £9,165,845 £9,090,425 £9,012,625 £6,015 £5,956 £196,697 £118,897 Corpus Christi Catholic College No 940 £5,328,644 £248,893 £5,577,538 940 £5,743,270 940 £5,743,461 £5,743,461 £5,743,461 £6,087 £6,087 £165,923 £165,923 Guiseley School No 1,139 £5,718,859 £301,584 £6,020,443 1,139 £6,191,544 1,139 £6,195,485 £6,192,021 £6,192,021 £5,415 £5,415 £171,578 £171,578 Lawnswood School No 1,171 £7,563,056 £310,057 £7,873,113 1,171 £8,101,728 1,171 £8,117,824 £8,117,824 £8,117,824 £6,160 £6,160 £244,711 £244,711 Mount St Mary's Catholic High School No 934 £5,714,989 £247,305 £5,962,293 934 £6,191,950 934 £6,075,062 £6,028,958 £6,041,638 £6,501 £6,508 £66,665 £79,345 Pudsey Grangefield School No 1,025 £5,646,634 £271,400 £5,918,033 1,025 £6,146,863 1,025 £6,147,444 £6,095,855 £6,107,709 £5,545 £5,552 £177,821 £189,676 Ralph Thoresby School No 874 £5,319,187 £231,418 £5,550,605 874 £5,700,682 874 £5,712,565 £5,663,960 £5,613,821 £5,986 £5,929 £113,355 £63,216 Roundhay School (All Through) No 1,853 £9,639,599 £452,347 £10,091,946 1,853 £10,309,477 1,853 £10,379,003 £10,319,913 £10,319,913 £5,001 £5,001 £227,966 £227,966 Royds School No 970 £5,460,013 £256,837 £5,716,850 970 £5,898,146 970 £5,877,505 £5,872,969 £5,877,505 £6,032 £6,037 £156,119 £160,655 Wetherby High School No 597 £3,130,915 £158,140 £3,289,055 597 £3,376,705 597 £3,383,054 £3,377,054 £3,377,054 £5,628 £5,628 £87,999 £87,999 Secondary & All Through Academies / Free Schools Abbey Grange Church of England Academy No 1,260 £6,479,859 £333,623 £6,813,482 1,260 £6,991,311 1,260 £7,028,119 £7,026,038 £7,028,119 £5,547 £5,549 £212,556 £214,637 Bishop Young Church of England Academy No 672 £4,284,337 £178,816 £4,463,152 672 £4,590,774 672 £4,634,906 £4,600,868 £4,610,322 £6,781 £6,789 £137,716 £147,170 Boston Spa Academy No 842 £4,328,277 £222,945 £4,551,222 842 £4,656,711 842 £4,691,173 £4,691,173 £4,691,173 £5,531 £5,531 £139,951 £139,951 Brigshaw High School No 1,150 £5,848,669 £304,497 £6,153,166 1,150 £6,306,771 1,150 £6,347,583 £6,344,677 £6,347,583 £5,482 £5,484 £191,511 £194,417 Bruntcliffe Academy No 817 £4,470,654 £216,325 £4,686,979 817 £4,874,318 817 £4,837,832 £4,832,012 £4,837,832 £5,881 £5,889 £145,033 £150,854 Cockburn John Charles Academy No 1,037 £7,391,154 £274,577 £7,665,731 1,037 £7,892,982 1,037 £7,892,974 £7,892,242 £7,892,974 £6,925 £6,925 £226,511 £227,243 Cockburn School No 1,245 £7,235,166 £329,651 £7,564,818 1,245 £7,745,380 1,245 £7,785,300 £7,785,300 £7,785,300 £6,221 £6,221 £220,483 £220,483 Co-op Academy Leeds No 913 £6,818,692 £244,297 £7,062,989 913 £7,228,171 913 £7,261,350 £7,261,350 £7,261,350 £7,183 £7,183 £198,361 £198,361 Co-op Academy Priesthorpe No 994 £5,427,694 £263,191 £5,690,885 994 £5,916,199 994 £5,941,468 £5,867,866 £5,880,058 £5,878 £5,885 £176,981 £189,173 Crawshaw Academy No 949 £4,954,720 £251,276 £5,205,996 949 £5,351,328 949 £5,382,397 £5,367,490 £5,378,604 £5,623 £5,630 £161,494 £172,608 Dixons Trinity Chapeltown (All Through) Yes 468 £2,593,825 £142,849 £2,736,674 538 £3,180,755 468 £2,835,136 £2,809,581 £2,783,220 £6,001 £5,945 £72,907 £46,545 Dixons Unity Academy No 737 £4,993,725 £205,116 £5,198,840 737 £5,314,547 737 £5,366,435 £5,354,446 £5,364,765 £6,734 £6,742 £155,606 £165,924 Garforth Academy No 1,502 £7,549,676 £397,700 £7,947,376 1,502 £8,133,330 1,502 £8,179,224 £8,173,542 £8,173,542 £5,415 £5,415 £226,167 £226,167 Horsforth School No 1,136 £5,712,768 £300,790 £6,013,558 1,136 £6,151,440 1,136 £6,188,308 £6,184,863 £6,184,863 £5,415 £5,415 £171,305 £171,305 John Smeaton Academy No 806 £5,283,231 £213,413 £5,496,644 806 £5,610,200 806 £5,649,400 £5,648,217 £5,648,217 £6,246 £6,246 £151,573 £151,573 Leeds City Academy No 687 £5,772,031 £192,095 £5,964,125 687 £6,078,755 687 £6,137,545 £6,081,054 £6,022,780 £8,824 £8,739 £116,929 £58,655 Leeds East Academy No 952 £6,128,174 £252,071 £6,380,244 952 £6,546,289 952 £6,565,880 £6,563,416 £6,563,416 £6,858 £6,858 £183,171 £183,171 Leeds Jewish Free School No 129 £874,044 £45,689 £919,733 129 £881,600 129 £943,470 £935,771 £927,829 £7,193 £7,131 £16,038 £8,096 Leeds West Academy No 1,253 £7,257,890 £331,769 £7,589,660 1,312 £8,159,269 1,253 £7,845,807 £7,826,875 £7,843,208 £6,215 £6,222 £237,215 £253,548 Otley Prince Henry's Grammar School Specialist Language CollegeNo 1,318 £6,619,952 £348,980 £6,968,932 1,318 £7,136,970 1,318 £7,172,078 £7,167,521 £7,167,521 £5,415 £5,415 £198,589 £198,589 Rodillian Academy No 1,419 £7,647,457 £375,723 £8,023,180 1,419 £8,216,009 1,419 £8,263,575 £8,263,575 £8,263,575 £5,514 £5,514 £240,395 £240,395 St. Mary's Menston, a Catholic Voluntary Academy No 999 £5,022,904 £264,515 £5,287,419 999 £5,409,585 999 £5,440,655 £5,438,047 £5,438,047 £5,415 £5,415 £150,628 £150,628 Temple Learning Academy (All Through) Yes 722 £4,175,690 £138,399 £4,314,089 792 £4,772,249 722 £4,448,165 £4,407,493 £4,365,537 £6,094 £6,036 £93,404 £51,449 Temple Moor High School No 1,137 £6,146,676 £301,055 £6,447,731 1,137 £6,596,404 1,137 £6,635,374 £6,629,819 £6,629,819 £5,802 £5,802 £182,087 £182,087 The Farnley Academy No 1,361 £7,457,589 £360,366 £7,817,955 1,361 £8,007,951 1,361 £8,046,438 £8,044,546 £8,044,546 £5,884 £5,884 £226,591 £226,591 The Morley Academy No 1,565 £8,044,869 £414,381 £8,459,250 1,565 £8,699,391 1,565 £8,731,758 £8,724,207 £8,731,758 £5,554 £5,559 £264,957 £272,508 The Ruth Gorse Academy No 1,200 £7,278,640 £317,736 £7,596,376 1,200 £7,792,425 1,200 £7,841,810 £7,832,775 £7,841,810 £6,486 £6,494 £236,399 £245,434 University Technical College Leeds No 195 £1,230,041 £51,632 £1,281,673 195 £1,302,707 195 £1,325,370 £1,318,432 £1,320,941 £6,645 £6,652 £36,759 £39,267 Woodkirk Academy No 1,542 £7,803,154 £408,291 £8,211,444 1,542 £8,453,422 1,542 £8,491,534 £8,468,453 £8,486,156 £5,467 £5,474 £257,008 £274,712 Page 43 Page SECONDARY SUB TOTAL 44,357 252,203,110 11,685,973 263,889,084 44,557 271,906,482 44,357 £271,952,935 £271,252,666 £271,127,013 £18,800,527 £18,800,527 GRAND TOTALS 113,190 545,949,604 24,194,569 570,144,174 113,405 591,586,203 113,190 £591,779,701 £588,944,701 £588,944,701

Growth Fund (Explicit) (see note 7 below) £3,000,000 £0

Transfer to High Needs Block £2,650,000 £0 £0 £2,835,000 £2,835,000

SCHOOLS BLOCK TOTAL £575,794,174 £591,586,203 £591,779,701 £591,779,701 £591,779,701

NOTES 1. Numbers funded through the funding formula in reception to yr 11 (including pupils in resourced units as at October 2019 census). 2. Formula funding allocations before adjustments for de-delegation and education services. 3. The cap on gains cannot apply to any school classified as new & growing i.e. a school that opened in the past 7 years and has not reached its full number of year groups 4. The cap on gains cannot reduce the post minimum funding guarantee (MFG) budget below the minimum funding level (MFL) per pupil. 5. There is an increase in pupil-led funding for all schools. However as we have accounted for any changes to business rates in the total funding allocation for 2020/21 and some schools received one-off business rates funding adjustments in 2020/21, this may affect the overall comparison between 2020/21 and 2021/22. 6. The school level figures published by the DfE will differ from the council's calculations as: a) the DfE has calculated school-level figures on a different basis to the provisional funding for the local authority and b) local factors such as changes in business rates affect the distribution of funding across schools. 7. A Growth Fund will be established for 2021/22, however this is not currently shown in the 2021/22 figures as the ESFA has not yet advised how much growth funding local authorities will receive. 8. Funding allocations in 2021/22 will now include the Teachers Pay Grant anlong with the Teachers pensions contribution Grant This page is intentionally left blank Agenda Item 7

Report of the Director of Children and Families Services

Report to the Leeds Schools Forum

Subject: Dedicated Schools Grant Management Plan

Report authors: Val Waite Contact number: 0113 3788353 Head of Service Learning Inclusion

Shirley Maidens Contact number: 0113 3788532 Senior Financial Manager

1 Introduction

1.1 As previously reported, there was a deficit on the general Dedicated Schools Grant (DSG) at the end of the 2019/20 financial year of £3.96m. Over the five year period 2021/22 – 2025/26 the DSG is projected to overspend at a rate of between £6.8m and £8.1m per year if no action is taken. Under the DSG grant conditions, a management plan is required to be completed and presented to Schools Forum.

1.2 The Education, Skills and Funding Agency (ESFA) have produced a spreadsheet template to assist local authorities to produce a plan. Leeds is not currently using this template for a number of reasons. Firstly the template shows the financial information in a format which is not consistent with information that has already been presented to Schools Forum and so could be confusing. Secondly, there have been a number of technical issues with this template which means that it is not currently producing meaningful information. We have had a number of discussions with the ESFA on ways we suggest to improve the template. When the issues with the template are resolved, it is possible that it could be used in future years.

1.3 This report includes the elements of the ESFA plan which it has been possible to complete at this stage, mainly the narrative sections setting out the context for Leeds. A High Needs Benchmarking tool has been produced by the ESFA which in most categories shows Leeds as having lower expenditure in high needs when compared to the regional and statistical neighbours. This tool is a public document and can be accessed here High needs benchmarking tool - GOV.UK.

1.4 The financial projections were provided in the Medium Term Financial Strategy that was presented to Schools Forum in October 2020. At the moment, this is a projection based on current information. As mitigating actions are identified and implemented, the impact will be incorporated into future updates to Schools Forum.

Page 45 2 Financial Plan Narrative

2.1 Historically, Leeds has been underfunded in comparison to other local authorities; at 2017/18, High Needs Block (HNB) funding for Leeds was 25% lower than the national average (mean) of £327 per pupil, at just £240 per pupil. This is in a city of high levels of deprivation, which correlates with increased levels of SEND. The High Needs National Funding Formula seeks to address this inequity in future years. Meanwhile, Leeds continues to manage the implications of a legacy of significant underfunding in comparison to other local authorities.

2.2 Indicative allocations for 2021/22 have recently been announced. Nationally, the HNB funding has been increased by £844m, with each authority guaranteed an increase of 8%, with a maximum increase of 12%. For Leeds, these allocations show an increase of £11.499m compared to 2020/21. However, there is still a cap on gains which means that the increase should have been £15.438m and so there has been a loss of funding of £3.939m. Since the introduction of the National Funding Formula, the cap on gains means that a total of £20.85m of funding has been lost on the high needs block allocation and a further £9.5m on the schools block allocation.

2.3 In managing pressures on the DSG and in addition to the block transfers, a review of spending was undertaken in 2017 and there have been a number of savings implemented to try to bring the expenditure on the HNB back in line with the funding available. This has included transferring services to local authority budgets, reducing the Funding For Inclusion (FFI) unit rate to all providers, apart from special school settings, and changing the funding calculation for Area Inclusion Partnerships (AIP).

3 High Needs Trends

3.1 Support is provided to schools to implement a "graduated approach" to meeting needs, preventing difficulties from escalating. Leeds also operates a funding system (FFI) which provides additional funding for high level needs without the need of an EHCP. This reduces the numbers and costs of undertaking and maintaining EHCPs compared to statistical neighbours and supports inclusion within mainstream schools. Leeds still has statistically lower numbers of EHCPs than comparators, however, the city has seen increases in the numbers and complexity of needs of pupils receiving FFI top-up funding. There has also been an increase in directly funded places in schools, academies, SILCs, FE colleges and post 16 providers.

3.2 An FFI action plan and annual data report has been developed and is kept under review with partners and stakeholders and robust quality assurance procedures for funding decisions have been implemented. The High Needs Block Review that identified possible actions to reduce cost funding will be re-visited with partners and analysed against benchmarking data. A Monitoring and quality assurance cycle is in place to consider whole school SEND spend against learner outcomes and whole school inclusion and practice. Funding is also commissioned to schools' Area Inclusion Partnerships (AIPs) to promote inclusion, prevent exclusion, to provide 6 day cover for permanent exclusions

Page 46 and to support for those with SEMH difficulties. Consequently Leeds is in Band A for the lowest number of permanent exclusions from school.

4 Outcomes

4.1 Our self-assessment and Care Quality Commission (CQC) SEND inspection in 2016 was extremely positive and recognised the good practice in implementing the 2014 SEND reforms. However, it identified that the improvement of outcomes for learners with SEND was a priority. The city has developed the 3A's strategy which gives a high level focus and priority across Children and Families directorate in improving attendance, attainment and achievement for all learners and promoting inclusion within mainstream schools including those who are in vulnerable contexts.

4.2 The refresh of the multi-agency SEND strategy is underway with priority areas focused on inclusion, integration of services and individualisation. Services across Education, Social Care and Health are committed to working together and providing a coordinated response to deliver the Early Help agenda. Leeds’ FFI system and work on the graduated approach is central to this initiative.

4.3 The needs within the city are growing, putting enormous strain on finances. Further savings on the high needs block against a history of underfunding places significant risk in meeting statutory duties as well as improving the outcomes of the most vulnerable children within the city. The Section 251 benchmarking data already indicates that Leeds spends far less, per population head on most SEND services and support, than comparators.

4.4 The House of Commons Education Committee into Special Educational Needs and Disability 2019, and the recent LGA report to the House of Commons, identifies the significant financial difficulties placed on local authorities to implement the reforms and calls for increased funding within the DSG High Needs Block. In addition, the recently published (November 2020) SEND Future value for money feasibility study confirms a cost effective analysis of SEND provision is feasible in the near term and we await the outcomes of the SEND Review announced in September 2020. Together, these indicate the need to address the funding pressures placed on local authorities against the ever increasing demands and statutory responsibilities.

5 Next Steps

5.1 A report will be brought to Schools Forum in February 2021 with information on the high needs budget for 2021/22 and any areas of risk in that budget.

5.2 An updated long term projection and, if available, options for consideration to reduce the projected overspend will also be brought to Schools Forum in February 2021.

6 Recommendations

6.1 Schools Forum is requested to note the contents of this report and the benchmarking information attached.

Page 47

6.2 Schools Forum is also asked for comments and suggestions on issues raised on this report.

Page 48 Agenda Item 8

Report of the Director of Children and Families

Report to the Leeds Schools Forum

Date: November 2020

Subject: Review of centrally retained 3 & 4 year old funding

Report Author: Viv Buckland Contact telephone number: 0113 3783615

Summary of main issues

1. The funding regulations permit the Local Authority to retain up to 5% of the funding provided for 3 and 4 year olds. The Regulations set out three areas on which the retained funding can be spent; eligibility checking, contingency fund and ‘provision’. The Operational Guidance goes on to add some additional clarity. The remaining 5% of expenditure could include the following: centrally retained funding (for central services or services in-kind, including special educational needs and disability (SEND) services), transfer of any funding to 2-year-olds, any extra hours that local authorities choose to fund in addition to the government’s entitlement hours for 3- and 4-year-olds, and any funding movement out of the early years block.

2. The centrally commissioned services are agreed each year with Schools Forum and this report sets out further detail on each of the areas of spend.

Recommendations

3. Schools Forum is asked to note the information on the areas of centrally retained spending.

1

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1 Background information

1.1 The funding regulations permit the Local Authority to retain up to 5% of the funding provided for 3 and 4 year olds. The Regulations set out three areas on which the retained funding can be spent; eligibility checking, contingency fund and ‘provision’. The Operational Guidance goes on to add some additional clarity. The remaining 5% of expenditure could include the following: centrally retained funding (for central services or services in-kind, including special educational needs and disability (SEND) services), transfer of any funding to 2-year-olds, any extra hours that local authorities choose to fund in addition to the government’s entitlement hours for 3- and 4-year-olds, and any funding movement out of the early years block.

1.2 In 2019/20 Leeds City Council retained 3.7% of the £4.81 funding allocated to Leeds City council. This was used to fund centrally retained services and also create a small contingency to ensure that case by case exceptional circumstances can be funded.

19/20 20/21

£ £ 1 Special Educational Needs Inclusion 460,000 460,000 Team (SENIT) 2 Commissioned Service - Portage 140,000 140,000 3 Sensory Services 160,000 160,000 4 Education Psychology 70,000 70,000 5 Early Years Funding for Inclusion team. 30,000 30,000 3&4 YO Assessments. 6 Family Information Service 100,000 110,000 7 Family Services 500,000 500,000 8 Sufficiency 40,000 40,000 9 Commissioned Services - Northpoint 60,000 60,000 Wellbeing (Leeds Counselling) 10 Learning Improvement 200,000 200,000

11 Early Years Action plan 0 35,000 12 Contingency 32,500 47,785 Total 1,792,500 1,852,785

1.3 Each year, the centrally retained element of the funding has remained fixed based on the budget estimate – there has been no adjustment to reflect any increased funding received from the DfE where actual hours funded by the DfE have exceeded the projected income. This has contributed to the overall underspend on the Early Years block in previous years. 2

Page 50

2 Areas of Spend

2.1 Special Educational Needs Inclusion Team (SENIT)

2.1.1 Funding of EY SENIT comprises Early Years Special Educational needs Co-ordinators (EY SENCos) and the EY inclusion workers. This is a City level offer to all educational settings (school nurseries, Childrens centres, PVIs, childminders) for 3 and 4 years olds to support children with special educational needs. The Early years Special Educational needs co-coordinators offer high support and high challenge to EY settings to develop their capacity in promoting equality and inclusion in accessing education, the early identification of need, assessment, securing appropriate provision and improving outcomes. In addition they support parents whose children have been referred via health services offering advice and guidance prior to their children accessing educational provision.

2.1.2 EY SENCos promote partnership working, strengthening the relationships between settings, parents, schools, social care and health services. The EY Inclusion workers support the work of the co-coordinators providing practical support to early years settings about approaches to identification, assessment and intervention within the SEN Code of Practice. All EY SENIT officers play a crucial role in supporting the planning of children transitioning from their EY setting to school. Individual child referrals are received via settings and health practitioners and are responded to in a timely manner and there are no waiting lists.

2.1.3 With a focus on building capacity in the early years sector there is a programme of training and continuous professional development for EY practitioners in settings e.g. New SENCo training, practical strategies workshops, SENCo forum, briefings for childminders, FFI applications. All EY practitioners and settings have access to the EY SENIT termly newsletter and to a range of resources on the EY SENIT pages of www.leedsforlearning.co.uk SENIT have produced a finely graded assessment tool (SENIT Developmental Journal) to support practitioners in the assessment of need and the setting of suitable time limited outcomes based on high expectations and this tool is universally used in settings across the city.

2.2 Commissioned Service - Portage

2.2.1 In 2012 and again in 2018 Leeds City Council undertook a procurement exercise for the Portage service and the contract was awarded to Barnardo’s. In this current period an extension has been utilised and runs to the end of April 2021. Currently an options appraisal exercise is underway to review the commissioning arrangements for the Portage service.

2.2.2 The current service provider Barnardo’s employs 1 Portage Coordinator and 3.5 fte Portage Home Visitors. The SEND Code of Practice places a duty on health services to bring to the attention of the LA any child under compulsory school age who has or potentially has SEN. The LA should ensure that through joint commissioning arrangements there are specialist services in the area to meet need “such as Portage, which offer a carefully structured system to help parents support their child’s early learning and development”.

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Page 51 2.3 Sensory Services

2.3.1 The Sensory Service provide support for 3 and 4 year olds based on their needs. This need is benchmarked against national criteria based on the NatSIP eligibility framework. This is then dependent on a number of factors like; what is their hearing/visual loss, family circumstances and other additional factors. Having benchmarked the student there is a recommended number of visits that should be made in a school year.

2.3.2 The type of support provided depends on the needs of the child and family. It could be support by a teacher of the deaf /visually impaired who will advise and support the family around educational support for the child. This support could also take the form of support for the staff in the setting. The support could be a CSW (communication support worker who will visit the home or setting and support staff or families with BSL (British Sign Language). If there is a need the support for the family or setting could be from a DI (deaf Instructor) again this is to support the development of BSL in the home or setting.

2.3.3 City wide training is offered to staff in EY settings. The service offer training days to settings, environmental audits and ongoing advice re ‘reasonable adjustments to be made’ that will enable inclusion and for child to access environment and learning as well as training for parents in supporting skills

2.4 Education Psychology

2.4.1 City wide to parents and children centre staff. The team offer a city wide consultation service in children’s centres across the city to support early intervention and support for children with complex needs. There is also individual support from the EPT for H-EN cases referred from SENIT on request.

2.4.2 Joint support pathway project in 2020-2021. Multi agency team approach for complex needs prior to statutory assessment. Across the city - Early years’ thematic work via two senior practitioners e.g. time allocated to language and communication, integrated autism pathway work with CCG for autism. And with Partners - Support for EY autism via training for autism, Pathfinders. Early Help Hub offer from EPT to support Think Family agenda for EY.

2.5 Early Years Funding for Inclusion team

2.5.1 This funding provides a contribution towards staffing costs associated with the administration of SENDIF (SEND Inclusion Fund). SENDIF additional funding is targeted at individual children through a settings (PVIs, CCs, School Nurseries and Child Minders) based application process. This is available to any Leeds based setting who can claim Free Early Education Entitlement (FEEE) and can be accessed city wide for any 3 or 4 year old attending their setting no matter where the child resides.

2.5.2 There is specific criteria for individual children to be met for one application route and another is to enable settings to request funding specifically for staff to attend training to improve their CPD. If the application is agreed the funding is paid directly to the setting to enable them to purchase training for staff to meet individual needs, providing specific interventions and targeted provision, additional resources such as toys or small pieces of equipment or increased staffing

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Page 52 2.6 Family Information Service

2.6.1 Most of the services supplied by the Family Information Service (FIS) are for all parents and childcare providers across the city. The team answer all enquiries relating to funding and to broader family issues and support. Most of the questions are from parents or childcare providers and relate to funding in terms of eligibility, how to claim, how to process claim information, payment queries from funding, childcare providers guidance on dispute resolution regarding any of these issues, provision and support to access services.

2.6.2 FIS manage the data presented as an online presence. FIS survey all Ofsted registered childcare providers and use the providers’ information to support an online search facility for childcare enquiries and support groups.

2.6.3 The team maintain the Early Years register with daily updates from Ofsted and ensures the LA has an up to date record of all registered providers, to inform parents and partners and contribute to the sufficiency review. They maintain a Twitter account to help direct and inform parents re: all aspects of childcare, support with issues, and to provide steers on relevant child related topics.

2.6.4 FIS supply information direct to DfE from the annual census of all childcare providers claiming FEEE Early Education Entitlement. This data forms the basis for DfE funding for 3&4 year olds.

2.7 Family Services

2.7.1 This element of spend supports an element of the Leeds approach to whole systems support. The model creates an integrated offer across a health, social care and early education model ensuring a community based universal offer for all children under 5.

2.7.2 The main offer for 3-4 year olds is in the city wide play and stay offer where families bring children to play learn and communicate together and develop skills for school readiness. In 2019/20 6600 children attended play and stay sessions across the city

2.7.3 Family Outreach Workers also, work intensively with targeted families. These are families who have been referred or refer themselves for short, but intensive support. In September last year 2,500 families with 3,000 3 to 4 year olds were being supported through family difficulties by Family Outreach Workers in centres across Leeds.

2.8 Sufficiency

2.8.1 The Sufficiency and Participation team are responsible for ensuring the sufficiency of Early Years places on a citywide level, including 3&4 year old provision. The work undertaken is currently overseen by three members of the team and involves supporting providers, monitoring places and forecasting future demand, tracking take up of FEEE and assessing the sufficiency of places across a range of provision, which is accessible for families.

2.8.2 Advice and support is available to school nurseries and other providers on improving their FEEE offer to ensure it meets the needs of their local families. Limited business advice is also provided to improve take up and in turn income, ensuring a more sustainable business model can be achieved. The outcomes of this support work can result in increased

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Page 53 numbers of places in the city, improved access to local places, higher numbers of 3&4s accessing places and assisting provision to be more sustainable therefore ensuring longevity.

2.8.3 The sufficiency tracker has been created to monitor FEEE claim levels but it also identifies areas of the city where there are gaps in provision or low take up rates. More targeted work can then follow; linking with children’s centres, setting up focus groups to collectively identify barriers to take up and ways these can be improved, identifying schools with physical capacity for additional/new places, and creative promotional work with families to encourage take up.

2.9 Commissioned Services – Northpoint counselling

2.9.1 The purpose of the service is to deliver an individual counselling service to parents and carers of children aged 0-5 years. Northpoint Wellbeing delivers an early intervention responsive service which prevents unnecessary escalation to more targeted services. The contract has been in place since 1/7/2014, last year the service was offered to 3,600 families across Leeds

2.9.2 Clients are required to complete a pre & post qualitative evaluation when accessing the service. Northpoint use the CORE IMS which is a Department of Health validated outcome measurement tool. In the 2016 to 2017, 72% of clients who completed a pre & post therapy CORE questionnaire demonstrated a clinically measurable and significant improvement by the end of their counselling. The remaining 30% of clients experienced a less significant improvement or maintained their current level of functioning and wellbeing.

2.10 Learning Improvement

2.10.1 The work of the team generally falls within 3 categories – work with under 3’s in settings, work with 3-4 year olds in settings and work with 3-5 year olds in schools. This makes up approximately 40% of our work. There is also generic leadership support across the whole range of settings which also impacts enormously on the general quality of provision and practice and then outcomes across all year groups.

2.10.2 The team provide post-Ofsted support to Requires Improvement and Inadequate settings and childminders. Bespoke support to develop an action plan with SLT and support the implementation of this. Monitoring of progress against the actions. On-going dialogue with Y and H Ofsted link inspector and EY inspectors involved with Leeds EY settings to support improvements and preparation for inspection.

2.10.3 Training is provided across all the 7 areas of learning and development, assessment and also early years leadership training. Training is also developed in response to current issues, data and Ofsted themes. This training is for schools, settings and childminders. Early years leadership forums are delivered for EY leaders across all settings to share key updates, new research and explore current curriculum issues.

2.10.4 Early years newsletters and email updates –settings are kept regularly updated with key changes to policy, documentation, curriculum and assessment. Email/phone support – the team provide email and phone support to EY teachers, practitioners and managers on a daily basis, answering queries and advising on all aspects of the EYFS framework

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Page 54 and curriculum. Resources/tools – continue to develop a range of templates, tools and guidance to support early years practitioners across all provision in delivering he EYFS framework.

2.10.5 PFA training and advice – the team deliver and assess Paediatric First Aid training which is a legal requirement for staff in EY settings. They also provide advice and support around first aid training queries and first aid application in schools and settings. Early Years Statutory framework expertise – support to settings and schools to implement the legal requirements of the statutory framework around ratios, qualifications, provision etc.

3 Recommendations

3.1 Schools Forum is asked to note the information on the areas of centrally retained spending.

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Page 55 This page is intentionally left blank Schools Forum forward plan 2020/21

Schools Forum date Agenda items Purpose Responsible officer Tuesday 19/01/2021 Final school funding arrangements 2021/22 Information Lucie McAulay De-delegation 2020/21 decision Decision Lucie McAulay Thursday 25/02/2021 Free Early Education Entitlement rates and centrally retained funding 2021/22 Decision and consultation Rebecca McCormack DSG budget monitoring 2020/21 Information Louise Hornsey/Shirley Maidens

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