APPENDIX 1

EXECUTIVE SUMMARY – BRIEFING NOTE DIRECTOR’S GROUP 27.11.2003 

EDUCATION SERVICES

 

REF:

KEY POINT – Briefing Note 27.11.2003:

Page

Para

1

Revised Estimate 2003-04

Spending IN EXCESS of 2003-04 CASH LIMIT = £87,000.

1

A

2

School Budget 2004-05

£60,631,000 confirmed by DFES 19.11.2003.

1

B

Passporting NOT Negotiable.

1

B

3

School Delegated Budgets ISB 2004-05

Increase in ISB EQUAL TO increase in SFSS = 4.739% OR £2,301,781

1

B1

Sufficient resources available to ‘Deliver’ the Minimum per Pupil guarantee with £242,236 HEADROOM remaining

1

B1

Sufficient resources available to ‘Deliver’ a Standstill Budget for Schools with £416,219 HEADROOM remaining.

2

B1

Informed debate pending with School Forum on the interaction of standstill components.

2

B1

IR revaluation of property valuations has resulted in an increased payment for property rates £80,832 to be met from SFSS increase if no Cash Limit adjustment available.

2

B1

4

‘Central Services’ within the Schools Budget

Total available = £9,757,913 an increase of £374,512 or 3.99%

2

B2

Excess of Planned spending over sum available = £304,988

2 & 3

B2

Additional costs NOT included in £437,888 excess include Early years third term Universal Provision and NEW CASES for Low Incidence SEN statements.

3

B2

5

Controls over the rate of Increase for central services within the Schools Budget

NOTE new requirements and the FUNDING .v. CAPPING conflict.

3

B3

Extension to 13th February for LEAs seeking permission for spending at a greater rate than ISB uplift where Passporting in FULL.

3

B3

DFES ‘Test’ document available that will ‘cap’ the amount of spending available.  Flaw in the proposed methodology identified. Awaiting confirmation.

3

B3

6

The ‘impoverished’ LEA Block

Total available = £8,023,000 an increase of £162,539 or 2.07%

4

B4

Excess of Planned spending over sum available = £362,861

4

B4

7

School Standards Fund

INCOMPLETE – will have a bearing on minimum spend Central Services within the Schools Budget

4 & 5

B5

8

NEW COSTS – Work Force Remodelling and Upper Pay Scale 2 & 3.

WHO PAYS? – SCHOOLS WILL BE VOCAL ON THIS.

5

B6

9

Transitional Funding to Support Schools in Financial Difficulty.

Prior calls on any headroom identified in 3 above – WILL NOT PROVE POPULAR.

5

B7

10

LSC Funding

4% uplift ASSUMED in ALL Expenditure Tests.  If different only significant for High schools where the LEA will pass on exactly what it receives.

Not included as part of the Briefing paper or report to Schools Forum.

 

AK 25.11.2003