School Business Managers Briefing
Welcome Purna Patel 20th May 2020
Managers Briefing Welcome Purna Patel 20 th May 2020 School - - PowerPoint PPT Presentation
School Business Managers Briefing Welcome Purna Patel 20 th May 2020 School Business Managers Forum Shereen Moussa Southwark Schools HR Update 20 th May 2020 COVID-19: The situation so far From 23 rd March 2020, the Government
Welcome Purna Patel 20th May 2020
Shereen Moussa Southwark Schools HR Update 20th May 2020
announced lockdown
children of key workers and vulnerable children
10th May 2020, the Government announced a phasing back of children from
May 2020 Southwark Schools Human Resources
Mar 2020 Southwark Schools Human Resources
School Type Categories of children Primary Schools Nursery, Reception, Year 1, Year 6 Secondary Schools, Sixth Form and Further Education Colleges Face to face support to supplement the remote education of Year 10 and Year 12 students Nurseries and other Early Years Providers, including Childminders Begin to welcome back all children Alternative Provisions Mirror the provision for mainstream schools and also offer some face to face support for Year 10 and year 11 students Special schools, special post-16 institutions and hospital schools Phase return of more children and young people without a focus on specific year groups
provide sufficient critical care and specialist treatment right across the UK.
19 so we are confident that we have moved beyond the peak.
manageable levels across the board.
capacity and PPE, are in hand, with supply able to meet future demand.
second peak of infections that overwhelms the NHS.
May 2020 Southwark Schools Human Resources
believe should be put in place before schools can phase back in with more children:
are not supporting the planning of any return from 1st June 2020 https://www.tuc.org.uk/news/education-unions-statement-safe- reopening-schools
May 2020 Southwark Schools Human Resources
https://www.gov.uk/government/publications/health-and-safety-advice-for- schools/responsibilities-and-duties-for-schools
https://schoolleaders.thekeysupport.com/covid-19/manage-your-skeleton- school/operational-logistics/coronavirus-checklist-reduce-risks/?marker=visited- articles NOTE: Schools are required to consult with trade unions on health and safety matters, as well as with staff.
May 2020 Southwark Schools Human Resources
different providers.
COVID-19 health crisis.
Health
School’s HR website. [If there are any other providers that schools use, please let us know.] https://schools.southwark.gov.uk/schoolshr/covid-19- information/occupational-health
May 2020 Southwark Schools Human Resources
work, for whatever reason, as well as those very keen to return.
safe way and there is ongoing communication and dialogue with staff.
well-being: https://schools.southwark.gov.uk/schoolshr/covid-19-information/well- being
May 2020 Southwark Schools Human Resources
Charity providing support to staff working in Education
grantscaseworker@edsupport.org.uk Contact number: 020 7697 2772 The following link will provide more information: https://www.educationsupport.org.uk/helping-you/apply-grant
at hand 24 hours a day. Helpline: 08000 562 561 Txt: 07909 341229 Education Support Partnership: Online chat - www.educationsupport.org.uk/helping-you/email-support
Southwark Schools Human Resources
and any communication regarding the phasing of additional children back to school from 1st June 2020
May 2020 Southwark Schools Human Resources
https://campaignresources.phe.gov.uk/resources
schools-from-1-june/planning-guide-for-primary-schools
can-and-cant-do/coronavirus-outbreak-faqs-what-you-can-and-cant-do
Education and Childcare Settings https://www.gov.uk/government/publications/coronavirus-covid-19-implementing- protective-measures-in-education-and-childcare-settings/coronavirus-covid-19- implementing-protective-measures-in-education-and-childcare-settings
May 2020 Southwark Schools Human Resources
Mar 2020 Southwark Schools Human Resources
Next steps?
Mar 2020 Southwark Schools HR Service 14
Dany Thomas Senior Adviser
schools have ensured that key groups of pupils have food – thank you!
many
– NB Edenred vouchers are now term time only (no more holidays) – Pupils returning to school should receive a meal in the normal way
– Cost of meals/vouchers for any pupils in provision - primary or secondary school - over the Easter and May half term holidays. – Costs of meals/vouchers provided for primary and nursery pupils entitled to FSM during May half term. – £3 per meal
‘School funding: exceptional costs associated with coronavirus (COVID-19) for the period March to July 2020’ However, limitations to be aware of include:-
– What schools will not be able to cover from their existing resources, or that they could only meet from drawing down
– Don’t make a claim if you anticipate adding to your reserves this year – Schools expected to manage existing budgets effectively – Mechanism for claiming not available until June 2020
Government guidance cont.
will still apply and
– Increased premises costs – during Easter/summer ½ term – Support for FSM pupils not in school, where not covered by the national voucher scheme, e.g. before scheme introduced, no supermarkets locally – Additional cleaning – over and above existing cleaning arrangements
– Make sure expenditure records are meticulous - subject to scrutiny – Funding allowances have limits, according to the numbers of pupils
– All normal Southwark funding streams also to continue, including KS1 fruit money – Schools should be able to offer a contribution to meals for KS1 and YN, but must be according to your budget. For more details, see LA publication:
‘COVID-19 Primary School Meal Provision Update’
– See schools bulletin, 21/04/2020 – Using your caterers would be most cost effective way of meeting the pledge, but could use vouchers via Wonde – Offer will be different between schools due to different costs and budget flexibility
– DfE funding secured by Public Health for scaling up summer holiday meals provision to address growing food insecurity – School questionnaire responses will aid planning and provision – see schools bulletin 05/05/2020
– School Food Matters, with Guys and St Thomas’, looking to increase access to free healthy breakfast boxes
– Contact amanda@schoolfoodmatters.org to register interest.
www.southwark.gov.uk www.southwark.gov.uk
Hayden Judd, Divisional Accountant 20 May 2020
www.southwark.gov.uk www.southwark.gov.uk
Schools
£10.9m
www.southwark.gov.uk www.southwark.gov.uk
Dedicated Schools Grant
deficit
www.southwark.gov.uk www.southwark.gov.uk
cycle
the results
have sufficient warning to develop plans to deal with future challenges
sheet
www.southwark.gov.uk www.southwark.gov.uk
and spend at the time it is presented
this out in our governor training
which are essentially the budget you would have set if you knew then what you know now
balances being double the Q3 projection
but would urge “reasonable and justifiable” accompanied by a list of risks, i.e. we have assumed intake at last year’s numbers, if we were to have 5 fewer pupils the income and balance would reduce by £XXk
www.southwark.gov.uk www.southwark.gov.uk
planning
year
useful
www.southwark.gov.uk www.southwark.gov.uk
– Southwark Stats – 5 years of estimates – School Budget Share – Pupil Premium Grant – Universal Infant Free School Meal Grant
– Southwark Stats – Estimate of 2 year old funded hours – Estimate of 3&4 year old funded hours – Estimate of 3&4 year old extended hours – Deprivation funding (census data updated so some significant changes)
www.southwark.gov.uk www.southwark.gov.uk
– Eunice has uploaded her estimates of High Needs funding for 2020/21 – These are a good tool for developing your own estimate. – Take off any pupils you know that have left or will be leaving the school – And take a view on the likelihood of any additional EHCP pupils – Something for that list of risks
– Cash payments for the year by month – Not a funding notification – Working on breaking some of the payments down into more detail
www.southwark.gov.uk www.southwark.gov.uk
– A simpler format, hopefully – Schools Forum is giving cash management a higher profile – A cash flow projection will be added to the quarterly return
– New, optional sheet – Allows you to record assumptions and risks – Hopefully useful to you, your governors, your SLT and to us
– New, optional sheet – Provides you with more space for calculations and notes
www.southwark.gov.uk www.southwark.gov.uk
Discussed At Schools Forum Last Week
records of what is currently claimable might affect your ability to claim a new category of spend at later time.
an area that Nina Dohel has raised with the Regional Commissioner and it may be necessary to provide estimates in
www.southwark.gov.uk www.southwark.gov.uk
Discussed At Schools Forum Last Week
the issue of what data to base the summer term early years funding on.
schools as well as private, voluntary and independent providers have been assessed.
have drawbacks when investigated in detail.
model, but the decision on what model to use will not be made until the next Schools Forum in July.
www.southwark.gov.uk www.southwark.gov.uk
Discussed At Schools Forum Last Week
for existing arrangements should be honoured. Where no arrangement had been finalised for the summer term, schools should pay on the basis of previous arrangements. This is to ensure that the services will be available once pupils need them again and is facilitated by schools continuing to receive their usual funding.
numbers is all based on October 2019 and January 2020 census return. Any current growth in numbers will not impact
January 2021 census, so there may be some impact here.
www.southwark.gov.uk www.southwark.gov.uk
Discussed At Schools Forum Last Week
covid related spend can be claimed (but not the claim process)
holiday times
EdenRed scheme was introduced
schools should not claim if this will lead to them increasing their reserves (i.e. positive balances)
DfE.CoronavirusHelpline@education.gov.uk
www.southwark.gov.uk www.southwark.gov.uk
– Eunice has now left us, so we are a person down…. – …. but we have been recruiting and have offered someone the job – Russel Dyer (Dave’s boss) has also left the team and his responsibilities have been added to Tim Jones for the time being.
times
– https://www.teacherspensions.co.uk/campaigns/activ e/covid-member-campaign/covid-campaign- content/landing-page.aspx – Digital forms
– molly.makinson@southwark.gov.uk
– Dan Kanaris / AON
– New Southwark LGPS website – Various secret things…
– both calcs will need to be used for all retirees for a long time – we will need to recalculate pension benefits for many people who have retired since 2014
PLEASE KEEP YOUR HISTORICAL DATA of: Part-time hours Non-pensionable days Full-time equivalent salaries until you are certain it has been given to us.
Pensions data has an extensive data retention period under GDPR as it can be argued that the data is required up until the person’s retirement or even beyond.
josh.orr@southwark.gov.uk For general LGPS or TP admin (forms etc) please email them to lbspensionsdata@southwark.gov.uk
Education Data Team
Natasha Sharmah - Education Data Manager And Veronica Kigundu - Assistant Systems, Data and Performance Officer
Education Data Update:
School Census Contact: natasha.sharmah@southwark.gov.uk/veronica.kigundu@southwark.gov.uk Tel: 020 7525 2914/020 7525 1785
Education Data Team
Natasha Sharmah - Education Data Manager And Veronica Kigundu - Assistant Systems, Data and Performance Officer
sign off data – as we cannot correct data retrospectively.
School Census Contact: natasha.sharmah@southwark.gov.uk/veronica.kigundu@southwark.gov.uk Tel: 020 7525 2914/020 7525 1785
Education Data Team
Free Healthy School meals (Southwark’s initiative) or Universal Infant free school meals (Government programme). 2. Schools are encouraged to continue using the same process to check whether a pupil is eligible for FSM – excel sheet to Pupil Benefits in Southwark Stats. 3. Do not include children that have previously been checked and the results were TRUE.
School Census Contact: natasha.sharmah@southwark.gov.uk/veronica.kigundu@southwark.gov.uk Tel: 020 7525 2914/020 7525 1785
Education Data Team
Participating Providers of 30 Hours Free Childcare
Parents will be entitled to receive a 15 hour extended place (in addition to the universal 15 hours) in the autumn term as long as they have a valid HMRC application or reconfirmation dated before 31 August 2020. Parents who reconfirm or apply after this date will not be eligible in the autumn
if a valid 30 hour eligibility check has not been performed by the school. School Census Contact: natasha.sharmah@southwark.gov.uk/veronica.kigundu@southwark.gov.uk Tel: 020 7525 2914/020 7525 1785
Education Data Team
Participating providers of 2 year Old Free Early Learning
Providers must not offer parents a free 2 year old place unless they are able to provide a confirmation of eligibility email/letter and a 2 year old eligibility code beginning with TYF210XXXXXXXXXXX. If the parent has received confirmation of eligibility from another borough, the provider must use the ‘2 year old assisted application’ function on the Southwark Portal to convert this to a Southwark eligibility confirmation and TYF210 code. Providers should be mindful that the portal will issue a TYF210 code to a parent for both eligible and non-eligible applications. It is therefore important that providers do not just accept a parents code on its own and must be accompanied with the email/letter of
School Census Contact: natasha.sharmah@southwark.gov.uk/veronica.kigundu@southwark.gov.uk Tel: 020 7525 2914/020 7525 1785
Education Data Team
Southwark Provider Portal The link to the Southwark Provider Portal is: https://emsonline.southwark.gov.uk/ProviderPortal_LIVE/ If you are locked out of your portal account, please email: CSBITSInformationSupport@southwark.gov.uk If you need to request a new portal user (maximum 2 users per site), please email: feeeadmin@southwark.gov.uk
School Census Contact: natasha.sharmah@southwark.gov.uk/veronica.kigundu@southwark.gov.uk Tel: 020 7525 2914/020 7525 1785
Education Data Team
School Census Contact: natasha.sharmah@southwark.gov.uk/veronica.kigundu@southwark.gov.uk Tel: 020 7525 2914/020 7525 1785
Please complete in full especially UPN, Gender
Education Data Team
Completing the Daily Attendance Sheet
Do not leave any fields blank should be Yes or No
Education Data Team
Sending the Daily Attendance Sheet to Southwark Stats
Please upload your attendance information to Southwark Stats every day by 12pm – this will ensure when the school advisor contacts you the following day to chase up missing attendance information they are using up to date information. You will find it easier if you open Southwark Stats in Google Chrome or Mozilla, rather than Internet Explorer. Instructions are below: Please return your file to the Education team through the Southwark stats website: https://www.southwarkstats.com Do make sure you know where the file (Daily Attendance sheet) is before you start this process (please note the Daily Attendance sheet is unlikely to change from week to week):
box next to BROWSE.
For user names and passwords to access Southwark Stats, please email CSBITS@Southwark.gov.uk and cc Natasha.sharmah@southwark.gov.uk Remember to still complete the DfE online form with your daily attendance figures by 12pm - https://form.education.gov.uk/service/educational-setting-status.
SBM Briefing – Wednesday 20th May 2020 David Freeman
All employers in the private, public and not-for-profit sectors are eligible to claim under the scheme, provided that they were
time information (RTI) system on 19 March 2020 Where employers receive public funding for staff costs, and that funding is continuing, employers are expected to use that money to continue to pay staff in the usual fashion – and correspondingly not furlough them. Furlough therefore will not apply to the vast majority of school staff but there are two groups it could potentially apply to :
A Contingent worker is defined as non-permanent employees, such as contractors, freelancers, agency workers and consultants described as casual staff. The term 'casual' covers a wide range of legal status; workers labelled as casual could potentially be employees, workers or self-employed. Their status may not have been called into question until considering their rights following the coronavirus outbreak. A number of Self –employed workers are on the payroll. This is because
contractors determining their own tax status, the government shifted this responsibility onto public sector organisations. If a contractor is deemed to be inside IR35, the engager (i.e. the Council) will deduct income tax and National Insurance as they would for employees. In short it is to prevent tax avoidance
Schools have a number of casual staff and self employed consultants who do not have a contract of employment but are paid through PAYE ( i.e. your payroll system). The issue is they are on your payroll even if not members of staff . These are the only workers you could “furlough”. The way you should do this is through using their previous pay as a benchmark for furlough pay either: The same month’s earning from 2019 (i.e. February)
The average monthly earnings from the 2019-20 Tax year. You are advised to discuss individual situations with your HRBP before taking any action to furlough staff.
In Employment Law Agency Workers are classed as “loaned” employees. The employment relationship is between the Agency and their worker not with the
“furlough” the worker. This decision is Independent of the School as an end user. Where there is a fixed date for the assignment to end between the School and the Recruitment Agency then the school is expected to continue to pay up until that end date at the rate agreed with the Agency. Where there is no fixed end date then the School and the Agency need to set an end date What is important is that you remember your agreement with the agency is a contract for service i.e. between you and the agency and not you and an individual agency worker. This is different from a contract of service (i.e. an employment contract) as different rules apply as we shall see later in this presentation
These workers are classed as private companies who have satisfied the HMRC IR35 Criteria in that they are registered as a company and can make their own tax and national insurance deductions. Self-employed workers who are not paid through your payroll and no longer have access to work due to COVID-19 will be able to access support through the Self-Employed Income Scheme. https://www.gov.uk/guidance/coronavirus-covid-19-what-to-do-if-youre- self-employed-and-getting-less-work-or-no-work
Educational settings that are in receipt of some public funding should
if they meet the following conditions:
temporarily not required and where their salary is not covered by public funding
been funded
a child of a critical worker and/or vulnerable child
financial reserves being created The problem for schools is this: If you have staff in say a Breakfast Club
these staff also have other jobs with Schools such as Teaching Assistants or HLTA.
public funds.? There are a number of points in response firstly to quote the Local Government Association There remains a lack of clarity over the eligibility of employees with multiple contracts of employment with the same employer, as on the face
do any work for their employer while furloughed. However, the DfE guidance discusses partial funding from the job retention scheme for employers with mixed funding, and some local authorities have been told by the HMRC helpdesk that it is possible to furlough an employee from
We await, however, final confirmation on this issue and other outstanding points from HMRC / HM Treasury, but in the meantime employers may want to contact the HMRC helpdesk to see if they can get confirmation for their situation.
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HMRC confirmed it has received 795 reports of potential fraud related to the furlough scheme as of 13th May 2020. It will now assess these cases in line with its usual fraud procedures. A spokesperson said the department could not break down the numbers any further at this time. Under the rules of the furlough scheme, workers must not complete any work for their employer in order for their role to be eligible for the grant, which covers 80% of wages up to a maximum of £2,500 per month. https://www.personneltoday.com/hr/furlough-fraud/ You also have to bear in mind that your employee working as a TA and in the Breakfast club as an example, gets the one payslip which is paid out of public funds even if partially funded elsewhere. The circumstances where you could safely consider furlough is where an employee only works in the one job – parent funded.
furloughed and at any meeting they would be entitled to be accompanied by their Trade Union representative. Changing the status of employees is subject to existing employment law Southwark Council Contracts have no lay-off clause allowing the Council to impose a furlough period. If there is no lay off provision in the existing contract the employer will need to agree with the employee that they are going to become furloughed because no work is available. Under Section 34 of the Southwark contract of employment any change to conditions follows a collective consultation process to agree the change. As normal employment laws apply when furloughing employees, equality and discrimination laws will apply and so employers will need to be aware of certain risks, for example, choosing a disproportionate amount of men or women, which could lead to discrimination claims later.
The School must keep detailed and accurate records of the claims being made. The guidance stresses that HMRC will retain the right to audit retrospectively all aspects of the claims that are made throughout the period of the scheme. The School is also advised to keep a record of the advice it has received. HMRC can be contacted via webchat , we would recommend keeping a record of the advice provided as we are aware of conflicting advice being given to authorities, we have raised this with HMRC and MHCLG LGA workforce update: job retention scheme | Local Government Association
Mar 2020 Southwark Schools Human Resources