PAPER C
EDUCATION COMMUNITY DEVELOPMENT AND LIFELONG LEARNING SELECT
COMMITTEE-22nd MARCH 2004
QUARTERLY PERFORMANCE
MANAGEMENT REPORT 3
REPORT OF THE HEAD OF
CORPORATE POLICY AND COMMUNICATIONS
REASON FOR SELECT
COMMITTEE CONSIDERATION
This Quarterly Performance
Management Report for the period 1st October to 31st
December 2003 for the Education, Community Development and Lifelong Learning
portfolio is the first to be submitted to this Select Committee for
consideration, agreed as stated in the Committee workplan. The whole
performance management report for the third quarter was considered at the
Council’s Executive on the 25th February 2004.
ACTION
REQUIRED BY THE SELECT COMMITTEE
- To receive the
Quarterly Performance Management Report insofar as it relates to the
Education, Community Development and Lifelong Learning portfolio
responsibilities
- To consider if
additional information in relation to the Quarterly Performance Management
Report is required from the Portfolio Holder, those responsible for the
service areas under scrutiny and/or from other sources
- Determine whether to
make any immediate recommendations to the Portfolio Holder for Education,
Community Development and Lifelong Learning
- To determine whether to
add or amend the work programme of the Select Committee in light of the
Quarterly Performance Management Report and any additional information
received
- To give any feedback on
the information or format required for future
performance management reports to this
Select Committee
BACKGROUND
Although
the Quarterly Performance Management Report has been presented to the Council’s
Executive previously, this is the first time the report has been compiled to
enable the performance of individual portfolios to be scrutinised by the Select
Committee. It is important that they
regularly monitor performance, resource needs and identify areas where more in
depth scrutiny should be undertaken in order to ensure value for money,
efficiency and service improvements.
The
report is broken down into two sections with information on Key Achievements
and Areas to Watch in Section 1 provided by Heads of Service. Areas to Watch
from the previous two reports are included to monitor action being taken.
Performance
management information in Section 1.4 is provided by staff who monitor these
targets on a regular basis.
Section
2 is budget and capital information provided by the Council’s Financial
Services team.
RELEVANT PLANS, POLICIES, STRATEGIES AND PERFORMANCE
INDICATORS
Best Value Performance Plan 2002/03
Annual Action Statement 2002/03
CONSULTATION PROCESS
Heads
of Service and their staff have supplied the information with the Quarterly
Performance Management Report, with Directors being fully consulted on the
content. External consultation has not been necessary for this report since it
is concerned with internal financial management arrangements.
FINANCIAL,
LEGAL, CRIME AND DISORDER IMPLICATIONS
The
report itself does not have any financial implications. However, if Members
make decisions regarding services identified in this report, these may have
financial implications.
It
is a requirement of the Local Government Act 1999 to deliver best value in
service delivery of which an effective performance management system is an
essential part.
APPENDICES
ATTACHED
Appendix
1 Quarterly Performance Management Report 3
BACKGROUND
PAPERS USED IN THE PREPARATION OF THIS REPORT
Comprehensive Performance Assessment
Quarterly
Performance Management Reports 1 & 2
Content
Point: Heidi Marshall, Principal Policy Officer, 823250,
[email protected]
JOHN BENTLEY
Head of Corporate Policy and
Communications
SECTION 1 : PERFORMANCE MANAGEMENT &
ASSESSMENT
This section of the report shows the progress
and achievements that have been made. The report records and demonstrates:
- The key achievements for the Quarter
- The identified Areas to Watch and the agreed action to be taken
- Updates on the previously recorded Areas to Watch from Quarters 1
& 2
- Performance Management Information
- updates on the Key Performance Indicators (KPI’s) and PSA targets
Please note that the following
indicators are not collected in Quarter 3.
These are reported bi-annually in the second and final quarters:
·
CPA
Improvement Plan Actions (CPAIP)
- Actions in the District Auditors Letter Action Plan (DALAP)
- Annual Action Statement
targets and priorities (AAS)
How are targets judged?
On
Target for Year End’:
- will be ‘yes’ if progress of 75% or greater
has been made by Q3 between the 02/03 baseline and the 03/04 target, or if the year end target has
already been met. (This applies to most targets, some work differently).
The
comments box can be used by services to explain data. Some targets compare themselves
with the same quarter a year ago to eliminate effects of seasonality.
Level
of performance against previous quarter:
-
will be ‘higher’ if the level of performance is 10% or more
higher than previous quarter ì
-
will be ‘no change’ if the level of performance is within 10%
either way of previous quarter è
-
will be ‘lower’ if the level of performance is 10% or more lower
than previous quarter î
PORTFOLIO: Education, Community Development &
LIFELONG LEARNING
CORPORATE OBJECTIVE: Raising education standards & promoting life long
learning
1.1
KEY ACHIEVEMENTS QUARTER 3
|
Portfolio
- Education Community Development & Lifelong Learning
Corporate
Objective – Raising education standards & promoting life long learning
|
|
1. Completion of Draft Local Preventative
Strategy in partnership with Social Services, Health and other key partners.
|
4. Implementation of Community Cluster teams
to support schools. Working in
geographical areas co-ordinating support to Primary, Middle and High Schools
(Heads and Governing Teams)
|
|
2. The successful launch of Workforce
Remodelling processes in four schools
|
5. Agreed allocation of
£549,000 of £1.2 million awarded by the New Opportunities Fund towards the
installation of new multi-use games areas at Ventnor Middle and Sandown High
Schools.
|
|
3. The Audit Commission survey of Isle of
Wight schools showed a high level of satisfaction with the central services
provided by the LEA.
|
|
1.2
AREAS TO WATCH QUARTER 3
|
Portfolio
– Education Community Development & Lifelong Learning
Corporate
Objective – Raising education standards & promoting life long learning
|
|
Areas to Watch
|
Action taken / to be taken
|
|
Key Stage performance data
at Key Stages 1 and 2
|
Select Committee to
consider performance data for 2003 at Feb/March meetings.
|
|
Key Stage performance data
at Key Stages 3 and 4
|
Select Committee to
consider performance data for 2003 at Feb/March meetings.
|
|
The Council’s licence to hold public records is due for renewal,
having previously been renewed on a temporary basis.
|
Action is being taken to
secure funding to look at the feasibility of creating new storage facilities.
|
|
Community Development Budget Issues –
Dinosaur Isle & Shanklin Theatre (See Summary Revenue Budget)
|
Close management and monitoring
|
1.3
AREAS TO WATCH – UPDATES FROM THE PREVIOUS QUARTERS 1 & 2
|
|
|
Corporate
Objective
|
PSA Target
|
PSA Target Summary
|
Q1 Data
|
Q2 Data
|
Q3 Data
|
Q4 Data
|
On Target For The Year
End?
|
|
Raising Education Standards & Promoting Lifelong
Learning
|
|
Key
Stage 3 – raise achievement levels by 2% above target in Development Plan by
2006
|
|
English 65%
Maths 68%
Science 69%
ICT 72%
|
English 65%
Maths 68%
Science 69%
ICT 72%
|
|
These
are Annual figures Q2 data were target figures. These have now been confirmed and all meet or exceed EDP
targets for 2003.
|
|
2. Education
|
Raise
achievement of 7 & 11 year olds by 2% in schools of significant
disadvantage by providing family literacy support and improving adults basic
skills
|
|
Adults participating 148
Adults gaining skills 83
|
Adults Participating 148
Adults gaining skills 83
|
|
These
are Annual figures Adults participating and gaining qualifications, these are
above the 2005 required target.
Key
Stage 2 reading/writing gap reduction 4%
|
|
Portfolio - Education Community Development
& Lifelong Learning
Corporate Objective: Raising educational
standards and promoting lifelong learning
|
|
Corporate
Priority
(from
Corporate Plan 2002 to 2005)
|
KPI
Description
|
Actual
2002 / 3
|
Q1
Apr - Jun
03
|
Q2
July- Aug
03
|
Q3
Sept-Dec 03
|
Q4
Jan-Mar 04
|
Target for
2003 / 04
|
On Target
for year-end?
|
Level of
Performance against previous quarter
|
Comments
|
|
Raising achievement
levels
|
9. Percentage of 15 year
old pupils in schools maintained by the local education authority achieving
five or more GCSEs at grades A*- C or equivalent.
|
44%
|
-
|
45.7%
|
45.7%
|
-
|
51%
|
-
|
N/A
|
Not monitored quarterly.
Results reported once a year.
|
|
10. Percentage of half
days missed this quarter due to total absence in secondary schools maintained
by the local education authority.
|
8.58%
|
7.74%
|
6.73%
|
6.77%
|
|
8.6%
|
Yes
|
è
|
The
figure for Q3 may need to be revised downward as one High School has had
problems with the software used to record absence. This would be even better
news
|
|
Promoting
community learning
|
11. The number of physical
visits per 1,000 population to public library premises.
|
6,506
|
1,602
|
1,737
|
1,638
|
|
7,000
|
No
|
î
|
Seasonal fluctuations
explain the fall in library visits.
Service is confident of achieving end of year target
|
|
Promoting learning that is
accessible to all
|
12. Number of learners this term in IWC supported
provision (IW College, Family Learning Centres etc.).
|
2130
|
381
|
435
|
914
|
|
2106
|
Yes
|
ì
|
|
Section 2 :
Finance Report
2.1
Summary Revenue Budget to the end of December 2003
Education & Community Development
|
|
Education
|
Net expenditure is in
large part in line with forecast with the exception of Home to School
Transport where both demand and pay & price increases exceed that
provided for in 2003-2004 original budget. Additional costs of some £88,000
are anticipated. Such increases are likely to be repeated in 2004 – 2005.
It should also be noted
that withdrawals from School Balances are at unprecedented levels. In some
instances schools will have applied the whole of the balance available to
them to fund expenditure ‘In Year’. This will put subsequent years budgets
under pressure. Government proposals to guarantee minimum funding levels for
2004-2005 and the prospect of Transitional Funding of some £700,000+ will go
some way to alleviating the adverse position that would otherwise result for
schools that would be facing the greatest financial difficulty.
|
|
Community Development
|
Net expenditure largely
conforms with anticipated spending levels for the majority of services.
Income at Dinosaur Isle is anticipated to be down by £35,000. Previously
identified budget pressure areas are being managed by a combination of
one-off savings and short term cutbacks to contain net expenditure within the
cash limit – however the continuation of such measures may not be possible in
future years. In addition to the above, there is a new budget issue at
Shanklin Theatre where the operational deficit in the current financial year
is estimated to be in excess of £50,000.
|
2.2 : FINANCE REPORT – Capital
Report by Service December 2003
SPEND /
REVISED COMMITMENT
SERVICE BUDGET TO DATE LEFT
Economic Development Tourism Planning and Leisure
TOTAL FOR SERVICE £456,623 £260,358 £196,265
Education and Community Development
TOTAL FOR SERVICE £13,125,574 £6,345,210 £6,780,364
Environment and Transport
TOTAL FOR SERVICE £14,188,981 £9,945,623 £4,243,358
Fire and Public Safety
TOTAL FOR SERVICE £80,586 -£40,468 £121,054
Resources
TOTAL FOR SERVICE £816,048 £1,574,713 -£758,665
Social Services, Housing and Benefits
TOTAL FOR SERVICE £4,666,995 £2,429,008 £2,237,987
TOTAL FOR REPORT £33,334,807 £20,514,445 £12,820,362
Full Details of
Capital on a project-by-project basis can be found on the Council Intranet or
by clicking on the link below:-
http://wightnet2000.iow.gov.uk/directorates/finance/finance_business_services/images/Septemberreport.pdf
The
Capital Report will be available by Portfolio as soon as resources permit.
