Report to the School Funding Forum
Appendix B
2013/2014 Fair Funding Factors
20th June 2013 Issue
Potential Changes to Formula Factors
Factor / DfE Data Set & Criteria / Final Statistics / DfE Feedback following review / Likely National Changes / Local FlexibilityBasic Per Pupil Entitlement
(84.8%) / Compulsory Factor
NOR x £ Weighted AWPU
Single basic entitlement for Primary Age Pupil.
Maximum of 2 basic entitlement rates applied for Secondary Age Pupil; KS3 and KS4
Number on Roll, per October Schools Census (updated with October 2012 draft counts).
Primary R – Y6
Secondary (KS3) – Y7 – Y9
Secondary (KS4) – Y10 – Y11
No specified primary / secondary ratio / 1 rate for primary applied @ £3,318 per pupil
2 rates for secondary applied
KS3 @ £4,898 per pupil
KS4 @ £5,691 per pupil
Average weighting per 12/13 final ISB applied
Updated with Autumn 2012 final counts
85% distributed via ‘Basic Per Pupil Entitlement within final budgets
Based on 13/14 final DSG levels / Succeeded in moving towards a more pupil lead system with 13/14 seeing an average of 77% distributed through pupil lead factors (significantly more than 12/13).
83% of LA’s set primary AWPU’s between £2250 & £3250.
76% of LA’s set KS3 AWPU’s between £3500 & £4500.
74% of LA’s set KS4 AWPU’s between £4000 & £5000. / Minimum Threshold of 80% for pupil lead factors.
Minimum primary AWPU at £2000
Minimum KS3 AWPU at £3000
Minimum KS4 AWPU at £3000 / Increase / decrease allocations in other factors but retain 80% threshold
Change Primary Rate (Minimum £2000)
Change Secondary Rate (Minimum £3000)
1 Rate for secondary schools
Factor / DfE Data Set & Criteria / Final Statistics / DfE Feedback following review / Likely National Changes / Local Flexibility
Deprivation
(2%) / Compulsory Factor
FSM Eligibility % x Pupil Numbers x £ per FSM %
LA can only use FSM data or IDACI data as indicators; a single rate would be expected if FSM is used as an indicator.
FSM E6 implemented for Rochdale
Based on Autumn Census
Different rates permitted for primary and secondary sector; however the same rates applied locally. / Modeled based on FSM Ever 6 per DfE data using up to Autumn 12 statistics
1 rate for primary @ £285 per pupil
1 rates for secondary @ £285 per pupil
Includes poverty and personalisation (via FSM) within Targeted amounts. / 66% of LA set £ per pupil between £1250 and £2750 / No additional information / Use single FSM measure
Use IDACI
Change rates applied to increase / decrease the factor
Apply different rates to primary and secondary
Factor / DfE Data Set & Criteria / Final Statistics / DfE Feedback following review / Likely National Changes / Local Flexibility
Looked After Children
(0.1%) / Optional Factor
Looked after children numbers taken from the SSDA903, collected March each year. This mapped to schools using the January school census
Based on either
· % Lac mapped to Jan census
· % LAC looked after for at least 6 month, mapped to Jan census
· % LAC looked after for at least 12 month, mapped to Jan census
LAC rates cannot vary between primary and secondary phases / Modeled based on SSD A903 per DfE data
(currently using March 12 return against January 11 PLASC)
1 rate @ £679 per pupil / - / Move to a single measure for any child who has been looked after for one day / Remove Factor
Factor / DfE Data Set & Criteria / Final Statistics / DfE Feedback following review / Likely National Changes / Local Flexibility
Low Cost High Incidence SEN
(6.4%) / SEN Additionally – Factor expected.
Funding distribution to encompass needs per pupil of less than £6k per pupil (<15 hours of support)
Prior Attainment used nationally as an indicator; Early Years Foundation Stage Profile (EYFSP) and KS2 results for secondary Schools)
Local decision to use 78 point score for Rochdale (could use 73 Points as a measure)
Percentage of youngest appropriate year group that received less than 78 points on their Early Years Foundation Stage Profile (EYFSP) – EYFSP results of pupils in year 1 (as current reception pupils are still undergoing assessment)
Percentage of youngest appropriate year group that received less than level 3 or below in both KS2 Maths and English (both)
Single rate for primary and secondary no averaging over multi years permitted and no banding permitted.
Only pupils that have undertaken assessment will be included based on Autumn Census for pupils who have undertaken assessment. / Primary based on 78 point score (rather than alternative 73 point score)
1 rate @ £1,365 per pupil
Includes non statemented SEN, proportion of statemented support (<15hours) and Targeted Amounts – personalisation based on attainment / Following DfE survey, majority of respondents think EYFSP should be retained as a measure.
Varied views on £6000 SEN threshold / Modified to make the first £6000 threshold a requirement for 14/15.
Modified to expand the indicator for secondary sector to encompass pupils that have not achieved level 4 in English or Maths (was both). Note EYFSP to be retained for primary schools.
Nt EYFSP retained
Based on Good Level of Development?? / Change rates applied to increase / decrease the factor
Apply different rates to primary and secondary
Use 78 score or 73 Score – If still applicable??
Factor / DfE Data Set & Criteria / Final Statistics / DfE Feedback following review / Likely National Changes / Local Flexibility
English as an Additional Language (EAL)
(0.8%) / Optional Factor
EAL numbers / Pupil numbers * £ per EAL %
Funding provided to pupils with EAL for a maximum period of 3 years from when they entered the compulsory school system.
Percentage of pupils whose language is ‘2 other’ and who are appearing on the school census for the first year, for the first year or second year, for the first, second and third year.
EAL rates cannot vary between primary and secondary phases
No weighting
Based on Autumn Census
Single rate, no variation between primary and secondary rates / Modeled based on 3 year maximum, per Autumn 12 data.
1 rate @ £366 per pupil
1 rates for secondary @ £366
per pupil
Transferred EMAG Funding block / - / Remove Factor
Use alternative measure – 1 Year or 2 years.
Change £ allocation
Lump Sum
(6.8%) / Optional Factor (may become compulsory with a minimum amount)
To be applied to all schools with same rate for primary and secondary, different rates not permitted
Capped at £200,000 / Locally funded at £120k per school / General enthusiasm for a different primary and secondary lump sum / Cap reduced to £175,000
Ability to differentiate rates in primary and secondary sector / Remove Factor!
Increase cap up to £175,000
Apply different rates for primary and secondary sector.
Factor / DfE Data Set & Criteria / Final Statistics / DfE Feedback following review / Likely National Changes / Local Flexibility
Split Site / Optional Factor / Not Applicable / Not Applicable / Not Applicable / Not Applicable
Rates
(1.1%) / Optional Factor / Initial estimated for 13/14 rates charge / Not Applicable / No additional information / Remove Factor
PFI Contracts /
Optional Factor / Not Included / - / - / Include
Mobility / Optional Factor
Calculated using the school start date for each pupil from the October School Census. It will include pupils who started in the last three academic years, but did not start in August or September (or January for Year / Not Included / Modified to enable LA’s to target funding to schools that have 10% or more mobile pupils / Include
Factor / DfE Data Set & Criteria / Final Statistics / DfE Feedback following review / Likely National Changes / Local Flexibility
Scarcity / NEW factor / NEW factor / Broad support for this new factor / New factor to enable LA’s to target funding to schools deemed sparse.
Nt Average mileage to 2nd nearest school must be more than 2 miles
Only applicable to schools with fewer than 150 pupils – 2 primary schools potentially in scope / Include
Set mileage locally – must be > 2 miles
Set level of cap on the size of school eligible – must be below 150
Exceptional Circumstances / The EFA will have discretion to consider exceptional circumstances related to premises such as listed buildings, buildings that are rented or boarding provisions. / Not included / - / Able to apply again in 14/15 / -
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