School Briefing Funding Changes 2018 19 NFF Formula Values - - PDF document

15/11/2017 1

School Briefing – Funding Changes 2018‐19 David May November 2017

What we will cover today:

• The national funding formula for schools and

high needs.

• NFF Formula Values
• Sunderland Context
• Decisions Required
• Next Steps

National Funding Formula ‐ Background

• Since 2010, DfE have been reforming the funding system so

that it is simpler, fairer and more transparent.

• In spring 2016, DFE consulted on the principles that should

underpin the funding system and the factors that the new formulae should contain.

• December 2016, extensive consultation was launched on the

details of the formulae and illustrated its potential impact.

• DfE received over 26,000 responses to the consultations and

these have all been considered fully.

National Funding Formula What’s been announced?

• In July 2017, DfE confirmed that they would introduce

national funding formulae for the 2018‐19 allocations of schools and high needs funding to local authorities.

• At the same time they announced that introduction of

the formula would be supported by additional investment of £1.3 billion across 2018‐19 and 2019‐20.

• DfE confirmed that the additional funding would be

distributed in a way that would enable all schools and local areas to benefit.

• DfE have now set out our full response to the

consultation and the details of the final national funding formulae.

National Funding Formula What’s been published?

• Executive summary
• Policy document – this sets out the details of the structure of the

reformed funding system and the final national funding formulae for schools, high needs and central schools services.

• Government responses to the consultations – these set out the full

response to the second stage consultation (held between December 2016 and March 2017), on the schools and high needs funding formulae

• Allocation tables* – these show the impact of the national funding

formulae over the next two years, including provision allocations for 2018‐ 19

• Equalities impact assessment – updated to reflect the final formula.
• Technical notes – these explain the details of the formula calculation
• Collect tables‐ these show LAs the calculation of their provisional LA level

NFF allocations and the illustrative NFF allocations for schools in their area

.

The structure of the funding system

• From 2018‐19, DfE have confirmed the following:

– The dedicated schools grant for LAs will be allocated in 4 blocks (schools, high needs, early years and central schools services). Each will be calculated on the basis of a different national formula. – The vast majority (99.5%) of the schools block will be ring‐ fenced and must be distributed through the local formula for

• schools. With agreement from their schools forum, LAs can

move 0.5% into other blocks e.g. high needs.

• It remains DfE long‐term intention that schools’ budgets should

be set on the basis of a single, national formula (a ‘hard’ formula). To ensure some transitional stability, LAs will continue to set a local formula for schools in 2018‐19 and 2019‐20.

15/11/2017 2

The schools national funding formula (1)

Area Cost Adjustment Geographic funding C A B D Age-weighted pupil unit Minimum per pupil level Deprivation Low prior attainment English as an additional language Mobility Lump sum Sparsity Rates PFI Exceptional premises Split sites Growth Premises NB: Not to scale. Funding for factors in italics will be allocated to local authorities on the basis of historic spend in 2018-19 School-led funding Additional needs funding Basic per pupil funding

• The schools NFF will comprise 14 factors – the minimum per pupil level is

an additional factor to the 13 included in the original proposals

The schools national funding formula (2)

• The formula proposed in December has been changed in 3 main ways:

– Increased the basic per‐pupil amount so that primary schools, key stage 3 and key stage 4 pupils will attract £2,747, £3,863 and £4,386 respectively; – The introduction of an additional factor in the formula which will provide a minimum per‐pupil funding level over the next two years. For secondary schools this will be £4,800 in 2019‐20 with a transitional amount of £4,600 in 2018‐19; and for primary schools this will be £3,500 in 2019‐20 with a transitional amount of £3,300 in 2018‐19. – The funding floor has increased so that the formula will provide for an increase of at least 0.5% per pupil in 2018‐19 and at least 1% per pupil by 2019‐20 in respect of all schools compared to their baselines.

The schools national funding formula (3)

• The following slides set out further detail on the 14 factors used

in the formula. With the exception of the changes set out above, and a small change to the IDACI banding, the final factor values are as proposed in the second stage consultation. – Basic per‐pupil funding (£24.2bn, 72.9%)

• Age Weighted Pupil Units ‐ this is the basic funding that

all pupils attract (£2,747 for primary; £3,863 for KS3; £4,386 for KS4).

• Minimum per‐pupil funding levels‐ for secondary schools

this will be £4,800 in 2019‐20 with a transitional amount

• f £4,600 in 2018‐19; and for primary schools this will be

£3,500 in 2019‐20 with a transitional amount of £3,300 in 2018‐19.

The schools national funding formula (4)

– Additional needs funding (£5.9bn, 17.8%)

• Deprivation funding– deprivation factors include

eligibility for free school meals (both current and historic), and postcode‐based deprivation (IDACI).

• Low Prior Attainment– pupils who do not achieve the

expected level on entry to primary school/at key stage 2 will attract additional funding through this factor.

• English as an additional language– a pupil who speaks

English as an additional language will attract funding if they have entered the state education system during the last three years.

• Mobility funding‐ in 2018‐19 we will allocate funding to

local authorities on a historic spend basis.

The schools national funding formula (5)

– School‐led funding (£3.1bn, 9.3%)

• Lump sum‐ every school will attract a lump sum of £110,000.
• Sparsity‐ eligibility for sparsity funding depends on the distance

the pupils in the school would have to travel to their next nearest school and the average no. of pupils per year group.

• Premises‐ premises‐related funding will be allocated on the basis
• f historic spend through four factor: rates, split‐sites, private

finance initiative (PFI) and exceptional circumstances. PFI will be uprated annually in line with RPIX.

• Growth‐ in 2018‐19 the growth factor will be allocated on the basis
• f what each local authority plans to spend in 2017‐18.

– Area cost adjustment‐ hybrid model which takes into account the general labour market trends and the particular salary variations in the teaching workforce. This is applied to basic per‐pupil, additional needs and school led funding.

The schools national funding formula (6)

• In addition to the factors set out above, the formula includes a

funding floor and a gains cap. – The funding floor

• The formula will provide for an increase of at least 0.5% per

pupil in 2018‐19 and at least 1% per pupil by 2019‐20 in respect

• f all schools compared to their baselines.
• The baseline includes basic per‐pupil funding, additional needs

funding and the difference between the school's historic lump sum/sparsity funding and the NFF lump sum/sparsity funding. – The gains cap

• The gains cap will be 3% per pupil in 2018‐19 and a further 3%

per pupil in 2019‐20, over 2017‐18 baselines.

15/11/2017 3

The central school services formula (1)

– The central school services block (CSSB) has been created from the DSG funding that is held centrally by the local authority for central services. – The central school services formula distributes 90% of funding according to a per‐pupil factor and 10% of funding according to a deprivation factor. Both elements are adjusted for area costs. The central school services block will also provide funding for historic commitments. – A protection will be in place in 2018‐19 and 2019‐20 that limits reductions to 2.5% per‐pupil a year. The level of gains will be set annually and will depend on the precise composition of the central school services block in each year. In 2018‐19, gains of up to 2.5% per pupil will be allowed.

High needs national funding formula (1)

14

• The high needs NFF comprises the 10 factors and adjustments that were

set out in the original proposals

15

See step‐by‐step calculation of each LA’s provisional allocation

High needs national funding formula (2)

• This is how each local authority’s high needs allocation is calculated. DfE then add

gains of up to 3% per head of population for those local authorities due to receive more than their 2017‐18 baseline through the formula

High needs national funding formula (3)

• The formula proposed in December 2016 has been changed in 3

main ways : – The funding floor has increased from 0% to 0.5% in 2018‐19 and 1% in 2019‐20. – Both the funding floor and the gains will be calculated on a per head of (2‐18) population basis, to ensure that the appropriate elements of the formula are all able to reflect demographic increases. – For those elements of the formula which are intended to reflect more precisely the movement of pupils and students (the basic entitlement factor and import/export adjustments), DfE will make later updates to the provisional allocations.

17

Proxy factors

Proposed weightings SEN (90%) AP (10%) Com- bined

• 1. Population

50% 50% 50%

• 2. Deprivation
• a. Free school meals

(FSM) eligibility 8.3% 25% 10%

• b. Income

deprivation affecting children index (IDACI) 8.3% 25% 10%

• 3. Low attainment
• a. Key stage 2 (KS2)

results 8.3% 0% 7.5%

• b. Key stage 4

results 8.3% 0% 7.5%

• 4. Health and disability
• a. Children in bad

health 8.3% 0% 7.5%

• b. Disability living

allowance (DLA) 8.3% 0% 7.5%

• Basic entitlement factor

= £4,000 per special school and special post‐16 institution pupil/student

• Import/export adjustments

= £6,000 per high needs pupil/student (net adjustment)

• Historic spend factor

= cash sum equivalent to 50% of 2017‐18 spend baseline

High needs national funding formula (4)

• Final values and weightings for the factors and adjustments in the high

needs funding formula. These are as proposed in the consultation, but DfE have updated the baseline for the historic spend factor

DSG block movements

• Local budget flexibility arrangements associated with the schools block

ring fence

• Schools forums can agree that up to 0.5% of their schools block can be

transferred out to LAs’ high needs budget

• The operational guide specifies what information schools forums

should take into account, including the outcome of consulting all schools

• The department will consider applications from any LA that finds it

absolutely essential to seek an exception to the 0.5% and schools forum agreement rules

• DfE have provided support to LAs to help in their management of their

high needs budgets, including

• £23m high needs strategic planning fund paid in January 2017
• Benchmarking tools published in March, due to be updated in October

15/11/2017 4

National Funding Formula Weightings and Values

Factor Weightings

Sunderland Weighting NFF Weighting NFF Spend on Basis

• f 2017/18

% % £m Basic per pupil funding 77.39% 72.91% 24,183 Deprivation ‐ FSM 1.40% 464 Deprivation ‐ FSM6 3.11% 3.82% 1,267 Deprivation ‐ IDACI 5.85% 3.89% 1,291 LAC 0.11% 0.00% Low prior attainment 1.97% 7.41% 2,458 EAL 0.54% 1.22% 404 Mobility 0.00% 0.07% 22 Lump sum 9.16% 6.84% 2,267 Sparsity 0.00% 0.08% 26 Premises 1.87% 1.84% 610 Pupil number growth 0.00% 0.52% 174 100% 100% 33,166

Formula Factor Values

Sunderland values 17/18 NFF values 18/19 Primary Secondary Primary Secondary Basic entitlement £2,942 KS3 £4,317 £2,747 KS3 £3,863 KS4 £4,619 KS4 £4,386 Ever 6 FSM £437 £402 £540 £785 FSM Single census £0 £0 £440 £440 IDACI Band F £190 £200 £200 £290 IDACI Band E £190 £200 £240 £390 IDACI Band D £320 £340 £360 £515 IDACI Band C £400 £420 £390 £560 IDACI Band B £600 £650 £420 £600 IDACI Band A £920 £950 £575 £810 Low prior attainment £318 £406 £1,050 £1,550 EAL £1042 £1437 £515 £1,385 Lump sum £150,000 £110,000 Sparsity £0 £0 £25000 £65,000

Sunderland Schools at a glance

Sunderland NFF Difference 2017/18 2017/18 2017/18 £m £m £m Basic entitlement £125.402 £116.758 (£8.644) FSM £3.502 £3.502 FSM 6 £5.047 £7.707 £2.660 IDACI Band F £0.790 £0.959 £0.169 IDACI Band E £0.550 £0.853 £0.303 IDACI Band D £1.552 £1.996 £0.444 IDACI Band C £1.878 £2.106 £0.228 IDACI Band B £2.878 £2.273 (£0.605) IDACI Band A £1.826 £1.303 (£0.523) LAC £0.179 £0.000 (£0.179) Low prior attainment £3.196 £11.684 £8.488 EAL £0.867 £0.478 (£0.389) Lump sum £14.850 £10.890 (£3.960) Sparsity £0.000 £0.000 £0.000 Premises £3.026 £3.050 £0.024 MFG £0.199 £0.942 £0.743 TOTAL £162.240 £164.501 £2.261

Key Areas of Change

• Basic Entitlement – reduction of £8.644m
• Looked after Children – reduction of £0.179m
• EAL – reduction of £0.389m
• Lump Sum – reduction of £3.960m
• Reduction of £ 13.172m
• Deprivation – Increase of £6.178m
• Low Prior Attainment – Increase of £8.488m
• Increase of £14.666m
• MFG ‐ Available as Per Pupil Protection
• Change of Factors = Turbulence at Individual School Level

Adjusted Baselines

Original 17-18 163.614 0.000 23.187 18.296 205.097 Updated 17-18 163.614 0.000 23.187 17.508 204.309 Change 0.000 0.000 0.000 (0.788) (0.788) Updated 17-18 163.614 23.187 17.508 204.309 Transfer from HNB to SB for SEN Units / Resource Provisions @ £4k pp 0.860 (0.860) 0.000 National Formula CSSB (0.980) 0.980 0.000 Historic Commitments (0.245) 0.245 0.000 Adjusted 17-18 baselines 163.249 1.225 22.327 17.508 204.309 Schools Block Central School Services Block High Needs Total Early Years

15/11/2017 5

Provisional Allocations

Adjusted 2017-18 baselines 163.249 22.327 1.225 186.801 Provisional NFF funding in 2018-19 165.418 22.932 1.250 189.600 Illustrative NFF funding in 2019-20 166.176 23.544 1.271 190.992 Illustrative NFF funding in full 166.193 26.714 1.422 194.329 Schools Block Central School Services Block High Needs Total

Sunderland Perspective

High Needs Block (1)

• Schools Forum agreed to the transfer of funds from SB

to the HNB.

• The Case for Transfer

– New arrangements not linked to demand – Overspend in 2016/17 of £1.1m – Overspend in 2017/18 that will only increase – Additional 50 Commissioned Places required in 2018/19 – Pupils are in SB at October 17 census date. – Increase in the number of Out of Authority Placements – Increase in the number of EHCP – Funding is not flowing through the formula fast enough (2)

High Needs Block (2) Pupils are in SB at Oct‐17 census

• 50 new commissioned places required from April 18.

Minimum cost Implication £0.628m

• At Oct 17 census pupils will be in maintained schools
• HNB funding is based on Pupils £4k (Oct Census),

population factors not linked to Pupils and historic spend

• Additional funding to be received through the HNB

formula in 2018/19 ‐ £0; 2019/20 £240k

• Immediate Pressure in 2018/19 £0.628m;
• Pressure 2019/20 and ongoing £0.388m
• National SB saving of 50 pupils. No transfer to HNB

High Needs Block (3)

Description Value £m Increase in education contribution to external placements 0.520 Increase in commissioned Places (50) 0.428 Estimated increase in EHCP, Top up values and Pay Award 0.642 Additional Resource required 1.590 Increase in HNB Funding 0.605 Unfunded 0.985 Transfer from SB to HNB 0.800 Reduced Gap 0.185

Schools Block – Growth and Falling Rolls

• Growth and Falling Rolls

– At this stage it is proposes that the growth and falling rolls fund is maintained at £154,867 for 2018/19. – The local authority’s policy on the eligibility criteria and process for accessing funding was approved by Schools Forum on 24th September 2015. – A review will be undertaken on completion of the October 2017 census and an update provided to December meeting of the schools forum for agreement.

15/11/2017 6

Schools Block ‐ LAC

• Looked After Children

– Currently SFF distributes £650 per eligible pupil – NFF – no LAC factor – Soft NFF allows LA to continue with a LAC factor – No funding is received as not a distribution factor – Pupil Premium Plus Grant to be introduced for LAC from April 18 at £2,300 an increase of £400.

• ? Do we remove LAC factor from SFF as funding

provided through PPPG ?

Schools Block ‐ Premises

• Premises‐ related funding will be allocated on the basis of historic

spend through four factor: rates, split‐sites, private finance initiative (PFI) and exceptional circumstances. PFI will be uprated annually in line with RPIX. – Rates – funding to be received equal sum paid in 2017/18. Figures will need to be updated to reflect 2018/19 actual costs. This will reflect changes in rateable values and % uplift to the multiplier. – PFI funding formula increases have been calculated using RPIX = 3.83% increase. Sunderland has an historic formula developed to reflect notional additional funding required. It would now be appropriate to uplift SFF PFI by RPIX to be consistent with NFF

• ? Do we remove use RPIX and apply to 2017/18 charge as use by

NFF ?

Options Considered

• Finance Officers developed a range of options

for consideration

• 9 – Options were presented to SF
• Schools Forum agreed to consult with Schools
• n 4 options
• Detailed discussion
• Consultation responses to inform SF decision

Options for Consideration

• A. NFF implemented in full with MFG value set at ‐

0.86%

• B. NFF implemented in full with MFG value set at

0% with a £36.50 reduction in Basic Entitlement for all ages

• C. NFF – SFF Lump Sum £0.150m funded by

reduction in Low Prior Attainment and MFG at ‐ 1.5%

• D. NFF – Don’t use new FSM indicator but keep SFF

Lump sum and MFG at ‐1.5%

Options ‐ Summary Impact

A B C D NFF NFF NFF NFF AWPU ‐£36.50 SFF Lump Sum SFF Lump Sum LT Prior Attain No FSM MFG ‐0.86% MFG 0% MFG ‐1.5% MFG 0% MFG 1.408 2.718 0.378 0.989 Total 164.464 164.462 164.464 164.501 FR&G 0.155 0.155 0.155 0.155 HNB 0.800 0.800 0.800 0.800 Total 165.419 165.417 165.419 165.456 Available 165.418 165.418 165.418 165.418 Difference (0.001) 0.001 (0.001) (0.038)

Discussion

• Distribute hand‐outs (1) summary and (2)

detail school specific

• Strategic decision what is the correct

approach for all Sunderland schools rather than an individual school

• Understand the difference in the options and
• utcomes
• What is the best long term approach.

15/11/2017 7

Consultation Questions

• 1. Has the session provided you with an overview
• f the National Funding Formula?
• 2. Schools Forum has agreed to the transfer of

funding from the Schools Block to the High Needs Block of up to 0.5% (£0.800m). This is due to demand and cost pressures as

• utlined in the presentation (next slide).

Do you understand the reason why the transfer

• f funds from the SB to HNB is required?

High Needs Block (3)

Description Value £m Increase in education contribution to external placements 0.520 Increase in commissioned Places (50) 0.428 Estimated increase in EHCP, Top up values and Pay Award 0.642 Additional Resource required 1.590 Increase in HNB Funding 0.605 Unfunded 0.985 Transfer from SB to HNB 0.800 Reduced Gap 0.185

Consultation Questions

• 3. Do you agree to the removal of the Looked

after Children factor from the formula following the increase in Pupil Premium plus Grant to £2,300, an increase of £400?

• 4. Do you agree that the PFI costs in the soft

formula should be uplifted by RPIX consistent with the National Funding Formula?

Consultation Questions

• 5. Do you think this is the correct time for

Sunderland to implement the NFF?

• 6. Of the options considered which do you

consider to be the most relevant to all Sunderland Schools?

Other grants for schools

DFE will provide information on the following grants by Christmas 2017

• Pupil premium
• Primary PE & sports premium
• Year 7 catch‐up premium
• Universal infant free school meals funding
• School improvement monitoring and brokering

grant ‐ £20m in April 2018 and £30m in October 2018

• Extended rights for free travel

Next Steps

• Schools Forum

– 28th November 2017; 7th December 2017; 18th January 2018

• Potential return required to DfE by 30th November
• Members and Cabinet

– December / January

• Proforma submitted to EFA

– 19th January

• Briefing Consultation sessions with Schools,

Academies, Governors and Trade Unions

– 26th January

A B C D Sunderland Formula NFF NFF NFF NFF 2017/18 2018/19 2018/19 2018/19 2018/19 £m £m

£m

£m

£m

£m

£m

£m

£m

Basic entitlement £125.402 £116.758 (£8.644) £115.449 (£9.953) £116.758 (£8.644) £116.758 (£8.644) FSM £3.502 £3.502 £3.502 £3.502 £3.502 £3.502 £0.000 £0.000 FSM 6 £5.047 £7.707 £2.660 £7.707 £2.660 £7.707 £2.660 £7.707 £2.660 IDACI Band F £0.790 £0.959 £0.169 £0.959 £0.169 £0.959 £0.169 £0.959 £0.169 IDACI Band E £0.550 £0.853 £0.303 £0.853 £0.303 £0.853 £0.303 £0.853 £0.303 IDACI Band D £1.552 £1.996 £0.444 £1.996 £0.444 £1.996 £0.444 £1.996 £0.444 IDACI Band C £1.878 £2.106 £0.228 £2.106 £0.228 £2.106 £0.228 £2.106 £0.228 IDACI Band B £2.878 £2.273 (£0.605) £2.273 (£0.605) £2.273 (£0.605) £2.273 (£0.605) IDACI Band A £1.826 £1.303 (£0.523) £1.303 (£0.523) £1.303 (£0.523) £1.303 (£0.523) LAC £0.179 £0.000 (£0.179) £0.000 (£0.179) £0.000 (£0.179) £0.000 (£0.179) Low prior attainment £3.196 £11.178 £7.982 £11.178 £7.982 £8.250 £5.054 £11.178 £7.982 EAL £0.867 £0.478 (£0.389) £0.478 (£0.389) £0.478 (£0.389) £0.478 (£0.389) Lump sum £14.850 £10.890 (£3.960) £10.890 (£3.960) £14.850 £0.000 £14.850 £0.000 Sparsity £0.000 £0.000 £0.000 £0.000 £0.000 £0.000 £0.000 £0.000 £0.000 Premises £3.026 £3.050 £0.024 £3.050 £0.024 £3.050 £0.024 £3.050 £0.024 MFG £0.199 £1.408 £1.209 £2.718 £2.519 £0.378 £0.179 £0.989 £0.790 TOTAL £162.240 £164.462 £2.222 £164.462 £2.222 £164.464 £2.224 £164.501 £2.261

£0.155 £0.155 £0.155 £0.155 £0.800 £0.800 £0.800 £0.800 £165.417 £165.417 £165.419 £165.455 £165.418 DFE £165.418 DFE £165.418 DFE £165.418 DFE

funds remaining £0.001 £0.001 (£0.001) (£0.037)

£ Change on 1718 £150k Lump Sum funded by no FSM (FSM6 Only) & MFG @ 0% NFF (£36.50 reduction in per pupil rate & MFG @ 0%) £150k Lump Sum funded by Less Low Prior Attainment & MFG @ - 1.5% NFF (MFG @ -0.86%) Growth Transfer to High Needs Block £ Change on 1718 £ Change on 1718 £ Change on 1718

Impact Analysis of 2018/19 Schools Block Formula Budget SCC

2017/18 Formula (SCC) 2017/18 Adjusted Baseline (DFE) Total Allocation MFG £ Change

• n 1718

Baseline Total Allocation MFG £ Change

• n 1718

Baseline Total Allocation MFG £ Change on 1718 Baseline Total Allocation MFG £ Change on 1718 Baseline SCHOOL £ £ £ £ £ £ £ £ £ £ £ £ £ £ £ £ £ £ ALBANY VILLAGE PRIMARY 865,960 865,960 861,850 861,850 (4,111) 854,440 11,520 865,960 887,856 887,856 21,896 871,490 871,490 5,529 BARMSTON PRIMARY 907,551 907,551 893,155 7,671 900,825 (6,725) 886,074 21,477 907,551 912,183 912,183 4,632 909,395 909,395 1,844 BARNES INFANT SCHOOL 1,039,617 1,039,167 978,328 52,872 1,031,200 (7,968) 968,728 70,439 1,039,168 1,002,480 23,390 1,025,870 (13,297) 1,008,208 30,960 1,039,168 BARNES JUNIOR 1,264,001 1,264,001 1,210,212 44,039 1,254,251 (9,750) 1,198,277 65,725 1,264,001 1,234,709 12,886 1,247,595 (16,406) 1,234,372 29,629 1,264,001 BARNWELL ACADEMY 845,690 845,690 835,330 4,077 839,407 (6,283) 827,702 17,988 845,690 857,669 857,669 11,979 858,170 858,170 12,480 BENEDICT BISCOP C OF E 846,756 847,079 795,228 45,538 840,765 (6,313) 787,125 59,954 847,079 826,235 10,433 836,667 (10,412) 827,308 19,771 847,079 BERNARD GILPIN PRIMARY 1,539,322 1,539,322 1,521,485 5,839 1,527,324 (11,998) 1,506,958 32,364 1,539,322 1,538,526 1,538,526 (795) 1,526,725 12,597 1,539,322 BEXHILL ACADEMY 1,487,499 1,487,946 1,533,123 1,533,123 45,177 1,519,873 1,519,873 31,927 1,535,995 1,535,995 48,049 1,523,843 1,523,843 35,897 BIDDICK PRIMARY 1,145,580 1,145,580 1,124,709 12,131 1,136,840 (8,740) 1,113,722 31,858 1,145,580 (0) 1,138,595 1,138,595 (6,985) 1,153,269 1,153,269 7,689 BLACKFELL PRIMARY 810,762 810,762 788,892 15,943 804,835 (5,927) 781,665 29,097 810,762 814,511 814,511 3,749 812,612 812,612 1,850 BROADWAY JUNIOR 1,057,300 1,057,300 1,063,303 1,063,303 6,003 1,054,178 3,122 1,057,300 (0) 1,080,489 1,080,489 23,190 1,069,423 1,069,423 12,123 BURNSIDE PRIMARY 708,786 704,437 705,038 705,038 601 699,162 5,276 704,438 729,541 729,541 25,103 722,598 722,598 18,161 CASTLETOWN PRIMARY 1,507,043 1,507,043 1,541,194 1,541,194 34,152 1,527,324 1,527,324 20,282 1,541,285 1,541,285 34,242 1,543,354 1,543,354 36,312 DAME DOROTHY PRIMARY 860,975 860,975 839,393 15,224 854,618 (6,358) 832,130 28,846 860,975 864,188 864,188 3,213 856,073 4,902 860,975 DIAMOND HALL INFANT 1,178,309 1,178,309 1,180,025 1,180,025 1,716 1,170,498 7,811 1,178,309 (0) 1,190,735 1,190,735 12,426 1,172,065 6,244 1,178,309 (0) DIAMOND HALL JUNIOR 1,319,701 1,319,701 1,336,870 1,336,870 17,169 1,325,774 1,325,774 6,073 1,347,923 1,347,923 28,222 1,328,910 1,328,910 9,209 DUBMIRE PRIMARY 1,508,656 1,508,656 1,553,232 1,553,232 44,576 1,539,143 1,539,143 30,487 1,549,922 1,549,922 41,266 1,553,192 1,553,192 44,536 EASINGTON LANE PRIMARY 1,019,617 1,019,617 1,012,626 1,012,626 (6,991) 1,004,596 15,021 1,019,617 1,029,396 1,029,396 9,779 1,019,186 431 1,019,617 EAST HERRINGTON ACADEMY 1,529,883 1,529,883 1,504,951 12,764 1,517,715 (12,168) 1,489,512 40,371 1,529,883 1,517,673 1,517,673 (12,210) 1,519,871 10,012 1,529,883 EAST RAINTON PRIMARY 466,216 466,216 437,193 26,039 463,233 (2,983) 433,872 32,344 466,216 469,258 469,258 3,042 470,593 470,593 4,378 ENGLISH MARTYRS PRIMARY 882,085 882,085 856,026 19,442 875,468 (6,617) 848,909 33,177 882,085 878,475 878,475 (3,610) 874,906 7,179 882,085 EPPLETON ACADEMY 753,616 753,616 745,824 2,290 748,113 (5,503) 739,400 14,217 753,616 769,583 769,583 15,966 768,664 768,664 15,047 FARRINGDON ACADEMY 1,472,398 1,472,398 1,487,403 1,487,403 15,005 1,473,971 1,473,971 1,573 1,501,187 1,501,187 28,789 1,473,283 1,473,283 885 FATFIELD PRIMARY 792,926 792,926 773,783 13,317 787,099 (5,827) 766,629 26,298 792,926 798,557 798,557 5,631 799,703 799,703 6,776 FULWELL INFANT SCHOOL 1,031,144 1,031,144 977,790 45,485 1,023,275 (7,869) 967,680 63,464 1,031,144 1,003,901 14,118 1,018,019 (13,125) 1,008,990 22,154 1,031,144 FULWELL JUNIOR SCHOOL 1,274,896 1,274,896 1,207,898 57,140 1,265,039 (9,857) 1,194,977 79,918 1,274,896 1,236,379 21,924 1,258,303 (16,593) 1,236,898 37,997 1,274,896 GEORGE WASHINGTON 1,656,072 1,656,072 1,708,555 1,708,555 52,482 1,693,298 1,693,298 37,225 1,706,978 1,706,978 50,906 1,701,035 1,701,035 44,962 GILLAS LANE PRIMARY 645,350 646,468 649,552 649,552 3,084 644,770 1,698 646,468 672,350 672,350 25,881 662,272 662,272 15,804 GRANGE PARK PRIMARY 884,895 884,895 872,353 5,985 878,338 (6,558) 865,418 19,478 884,895 (0) 891,702 891,702 6,807 883,313 1,583 884,895 (0) GRANGETOWN PRIMARY 1,096,042 1,096,042 1,100,250 1,100,250 4,208 1,091,526 4,516 1,096,042 (0) 1,117,170 1,117,170 21,128 1,090,970 5,072 1,096,042 (0) GRINDON INFANT SCHOOL 618,592 618,592 600,539 13,763 614,302 (4,290) 595,940 22,651 618,592 (0) 628,576 628,576 9,984 622,499 622,499 3,908 HASTING HILL ACADEMY 1,106,365 1,106,539 1,107,618 1,107,618 1,079 1,098,274 8,265 1,106,539 (0) 1,127,137 1,127,137 20,598 1,106,698 1,106,698 159 HETTON LYONS PRIMARY 1,725,387 1,723,157 1,748,091 1,748,091 24,934 1,732,542 1,732,542 9,385 1,743,110 1,743,110 19,953 1,748,491 1,748,491 25,334 HETTON PRIMARY 629,033 629,033 614,163 10,465 624,628 (4,404) 609,455 19,578 629,033 (0) 641,553 641,553 12,520 634,363 634,363 5,330 HIGHFIELD PRIMARY 1,707,529 1,707,529 1,756,935 1,756,935 49,406 1,743,102 1,743,102 35,573 1,749,557 1,749,557 42,028 1,730,935 1,730,935 23,406 HILL VIEW INFANT 1,297,196 1,297,196 1,237,162 49,972 1,287,134 (10,062) 1,224,314 72,882 1,297,196 (0) 1,260,252 19,994 1,280,246 (16,950) 1,267,482 29,714 1,297,196 (0) HILL VIEW JUNIOR 1,617,383 1,616,016 1,550,000 53,255 1,603,255 (12,761) 1,533,721 82,295 1,616,016 1,572,531 21,827 1,594,358 (21,658) 1,574,600 41,416 1,616,016 HOLLEY PARK ACADEMY 965,448 964,951 930,467 27,171 957,638 (7,314) 921,086 43,865 964,951 (0) 953,467 953,467 (11,484) 962,987 1,965 964,951 (0) HUDSON ROAD PRIMARY 1,223,728 1,223,728 1,170,378 43,967 1,214,344 (9,384) 1,161,034 62,694 1,223,728 (0) 1,182,661 25,300 1,207,961 (15,767) 1,164,618 59,110 1,223,728 (0) HYLTON CASTLE PRIMARY 977,040 950,948 952,824 952,824 1,875 945,341 5,607 950,948 (0) 976,090 976,090 25,141 959,824 959,824 8,875 JOHN F KENNEDY PRIMARY 1,544,423 1,544,423 1,556,079 1,556,079 11,656 1,541,588 2,835 1,544,423 (0) 1,558,112 1,558,112 13,689 1,563,079 1,563,079 18,656 LAMBTON PRIMARY 1,009,699 1,009,699 998,659 3,481 1,002,141 (7,558) 989,352 20,347 1,009,699 1,015,829 1,015,829 6,130 1,024,139 1,024,139 14,440 MARLBOROUGH PRIMARY 845,091 845,091 846,934 846,934 1,843 840,546 4,296 844,842 (248) 870,179 870,179 25,088 854,374 854,374 9,283 MILL HILL PRIMARY 1,437,090 1,437,090 1,435,788 1,435,788 (1,302) 1,421,480 15,610 1,437,090 1,444,191 1,444,191 7,101 1,453,788 1,453,788 16,698 NEW PENSHAW ACADEMY 735,073 735,073 736,495 736,495 1,422 730,473 4,600 735,073 764,057 764,057 28,984 743,935 743,935 8,862 NEW SILKSWORTH INFANT 621,036 621,036 605,291 11,384 616,675 (4,361) 600,217 20,818 621,036 (0) 632,426 632,426 11,390 632,531 632,531 11,495 NEW SILKSWORTH JUNIOR 902,088 902,088 894,192 1,119 895,311 (6,778) 886,053 16,036 902,088 (0) 918,439 918,439 16,351 911,752 911,752 9,664 NEWBOTTLE ACADEMY 1,491,820 1,491,820 1,476,752 3,250 1,480,002 (11,818) 1,461,641 30,179 1,491,820 (0) 1,487,864 1,487,864 (3,956) 1,498,712 1,498,712 6,892 NORTHERN SAINTS PRIMARY 2,122,766 2,122,766 2,181,192 2,181,192 58,427 2,162,176 2,162,176 39,410 2,165,324 2,165,324 42,559 2,145,072 2,145,072 22,307 OUR LADY QOP PRIMARY 1,006,628 1,006,628 953,292 45,656 998,948 (7,679) 943,364 63,264 1,006,628 (0) 979,009 14,825 993,833 (12,794) 989,332 17,296 1,006,628 (0) OXCLOSE VILLAGE PRIMARY 869,041 893,621 909,898 909,898 16,277 902,196 902,196 8,575 928,513 928,513 34,892 916,898 916,898 23,277 PLAINS FARM ACADEMY 876,043 876,043 873,864 873,864 (2,179) 866,673 9,370 876,043 (0) 895,896 895,896 19,853 877,784 877,784 1,741 REDBY ACADEMY 1,311,485 1,311,237 1,296,738 4,976 1,301,714 (9,523) 1,283,963 28,019 1,311,982 745 1,310,525 1,310,525 (712) 1,311,218 764 1,311,982 745 RICHARD AVENUE PRIMARY 1,739,794 1,740,291 1,736,154 1,736,154 (4,136) 1,721,153 18,641 1,739,794 (497) 1,716,458 1,716,458 (23,832) 1,744,914 1,744,914 4,624 RICKLETON PRIMARY 1,477,193 1,476,102 1,454,749 9,847 1,464,596 (11,506) 1,439,747 36,355 1,476,102 (0) 1,463,118 1,463,118 (12,984) 1,478,909 1,478,909 2,806 RYHOPE INFANT SCHOOL 819,263 819,263 761,806 51,400 813,206 (6,057) 755,309 63,954 819,263 785,630 23,668 809,298 (9,965) 778,046 41,217 819,263 RYHOPE JUNIOR SCHOOL 928,387 929,878 921,172 1,925 923,097 (6,781) 913,032 16,846 929,878 (0) 943,966 943,966 14,088 938,292 938,292 8,414

D

Combination of National Funding Formula & Sunderland Formula

A B

National Funding Formula

C

2018/19 NFF (‐0.86% MFG) 2018/19 NFF (£36.5 reduction in NFF per Pupil 0% MFG ) SFF Lump sum funded by reduced prior attainment ‐1.5% MFG No FSM (Using FSM6 Only) £150k Lump Sum 0% MFG

SCC

2017/18 Formula (SCC) 2017/18 Adjusted Baseline (DFE) Total Allocation MFG £ Change

• n 1718

Baseline Total Allocation MFG £ Change

• n 1718

Baseline Total Allocation MFG £ Change on 1718 Baseline Total Allocation MFG £ Change on 1718 Baseline SCHOOL £ £ £ £ £ £ £ £ £ £ £ £ £ £ £ £ £ £

D A B C

2018/19 NFF (‐0.86% MFG) 2018/19 NFF (£36.5 reduction in NFF per Pupil 0% MFG ) SFF Lump sum funded by reduced prior attainment ‐1.5% MFG No FSM (Using FSM6 Only) £150k Lump Sum 0% MFG SEABURN DENE PRIMARY 764,032 764,032 718,572 39,956 758,528 (5,504) 711,783 52,249 764,032 749,243 5,789 755,032 (9,000) 751,092 12,940 764,032 SHINEY ROW PRIMARY 942,098 942,098 934,793 298 935,091 (7,007) 926,690 15,408 942,098 (0) 958,834 958,834 16,737 948,833 948,833 6,735 SOUTH HYLTON PRIMARY 1,128,952 1,130,692 1,148,856 1,148,856 18,164 1,139,037 1,139,037 8,345 1,154,662 1,154,662 23,969 1,162,456 1,162,456 31,764 SOUTHWICK PRIMARY 1,616,410 1,616,410 1,669,592 1,669,592 53,182 1,657,036 1,657,036 40,626 1,660,844 1,660,844 44,434 1,634,792 1,634,792 18,382 SPRINGWELL VILLAGE PRIMARY 769,385 769,385 720,104 43,713 763,817 (5,568) 712,913 56,471 769,385 752,318 7,956 760,273 (9,111) 753,064 16,321 769,385 ST ANNE'S RC PRIMARY 887,949 887,949 860,222 21,059 881,281 (6,667) 852,667 35,282 887,949 (0) 881,844 881,844 (6,104) 885,702 2,246 887,949 (0) ST BEDE'S RC PRIMARY 837,482 837,482 811,172 20,076 831,248 (6,234) 803,507 33,975 837,482 (0) 835,450 835,450 (2,032) 843,252 843,252 5,770 ST BENET'S RC PRIMARY 1,184,488 1,184,488 1,134,874 40,431 1,175,305 (9,184) 1,123,048 61,441 1,184,488 1,156,654 12,417 1,169,070 (15,418) 1,168,274 16,215 1,184,488 ST CUTHBERT'S RC PRIMARY 860,118 860,118 818,152 35,537 853,689 (6,429) 810,560 49,558 860,118 (0) 847,781 1,724 849,505 (10,613) 845,392 14,726 860,118 (0) ST JOHN BOSCO RC PRIMARY 824,371 824,371 791,899 26,351 818,249 (6,122) 785,037 39,335 824,371 819,998 819,998 (4,373) 814,739 9,633 824,371 ST JOHN BOSTE RC PRIMARY 778,388 778,388 742,307 30,351 772,658 (5,730) 735,116 43,271 778,388 (0) 768,648 346 768,994 (9,394) 775,707 2,681 778,388 (0) ST JOSEPH'S RC PRIM‐S/LAND 945,204 945,204 874,853 63,269 938,122 (7,082) 867,115 78,089 945,204 (0) 897,630 35,822 933,452 (11,752) 913,533 31,671 945,204 (0) ST JOSEPH'S RC PRIM‐W/TON 820,671 820,671 773,401 41,180 814,581 (6,090) 765,845 54,826 820,671 (0) 801,949 8,700 810,649 (10,022) 808,121 12,550 820,671 (0) ST LEONARD'S RC PRIMARY 781,825 781,825 750,185 25,880 776,065 (5,760) 743,104 38,721 781,825 (0) 777,055 777,055 (4,770) 782,265 782,265 440 ST MARY'S RC PRIMARY 1,525,523 1,525,523 1,486,605 26,791 1,513,396 (12,128) 1,471,238 54,285 1,525,523 (0) 1,500,481 4,489 1,504,970 (20,553) 1,505,485 20,039 1,525,523 (0) ST MICHAEL'S RC PRIMARY 830,682 830,682 777,482 47,040 824,522 (6,160) 769,817 60,865 830,682 (0) 808,125 12,413 820,538 (10,143) 814,842 15,840 830,682 (0) ST PATRICK'S RC PRIMARY 596,660 596,660 568,837 23,655 592,492 (4,167) 563,982 32,677 596,660 (0) 596,954 596,954 294 601,357 601,357 4,697 ST PAUL'S C of E PRIMARY 816,861 816,861 783,246 27,586 810,831 (6,029) 775,800 41,061 816,861 810,348 810,348 (6,512) 815,766 1,095 816,861 THORNEY CLOSE PRIMARY 1,024,035 1,057,450 1,059,742 1,059,742 2,292 1,050,945 8,057 1,059,002 1,552 1,078,311 1,078,311 20,861 1,064,102 1,064,102 6,652 TOWN END ACADEMY 887,677 887,677 889,473 889,473 1,796 882,063 5,613 887,677 (0) 911,011 911,011 23,334 901,313 901,313 13,636 USWORTH COLLIERY PRIMARY 1,579,327 1,617,850 1,649,085 1,649,085 31,235 1,634,193 1,634,193 16,343 1,647,568 1,647,568 29,718 1,650,365 1,650,365 32,515 VALLEY ROAD PRIMARY 1,622,359 1,621,365 1,610,406 1,610,406 (10,958) 1,597,339 24,025 1,621,365 (0) 1,614,138 1,614,138 (7,226) 1,575,166 46,198 1,621,365 (0) WESSINGTON PRIMARY 920,367 920,367 915,968 915,968 (4,400) 908,558 11,809 920,367 (0) 935,260 935,260 14,893 922,968 922,968 2,600 WILLOW FIELDS PRIMARY 772,432 772,432 765,850 957 766,807 (5,625) 760,448 11,984 772,432 785,303 785,303 12,871 770,210 2,222 772,432 ACADEMY 360 3,886,119 4,030,751 4,139,625 4,139,625 108,875 4,110,644 4,110,644 79,894 4,097,416 4,097,416 66,665 4,019,465 11,286 4,030,751 BIDDICK ACADEMY 5,258,493 5,401,289 5,470,166 5,470,166 68,877 5,430,563 5,430,563 29,274 5,417,581 5,417,581 16,292 5,425,686 5,425,686 24,397 CASTLE VIEW ENTERPRISE 3,883,079 3,883,079 3,998,458 3,998,458 115,379 3,971,704 3,971,704 88,625 3,983,544 3,983,544 100,466 3,953,098 3,953,098 70,019 FARRINGDON COMMUNITY 3,802,444 3,971,592 4,038,791 4,038,791 67,199 4,010,358 4,010,358 38,766 4,013,439 4,013,439 41,846 4,014,551 4,014,551 42,959 GRINDON HALL FREE SCHOOL 2,221,534 2,231,248 2,187,339 24,134 2,211,473 (19,775) 2,168,213 61,349 2,229,562 (1,686) 2,187,901 10,559 2,198,460 (32,787) 2,204,899 24,510 2,229,409 (1,839) HETTON SCHOOL 3,119,992 3,189,675 3,268,445 3,268,445 78,771 3,247,348 3,247,348 57,674 3,258,878 3,258,878 69,203 3,235,405 3,235,405 45,731 KEPIER ACADEMY 5,177,420 5,177,420 5,354,067 5,354,067 176,647 5,316,764 5,316,764 139,344 5,303,319 5,303,319 125,899 5,285,827 5,285,827 108,407 MONKWEARMOUTH 4,116,609 4,117,205 4,072,951 9,969 4,082,921 (34,285) 4,043,021 74,185 4,117,206 4,063,072 4,063,072 (54,133) 4,058,831 58,375 4,117,206 OXCLOSE ACADEMY 5,202,417 5,263,786 5,374,579 5,374,579 110,793 5,336,291 5,336,291 72,504 5,328,935 5,328,935 65,148 5,321,299 5,321,299 57,513 RED HOUSE ACADEMY 3,034,172 3,034,172 3,120,960 3,120,960 86,788 3,101,834 3,101,834 67,662 3,114,172 3,114,172 80,000 3,061,960 3,061,960 27,788 SANDHILL VIEW SCHOOL 4,855,439 4,945,048 5,190,715 5,190,715 245,667 5,162,573 5,162,573 217,525 5,151,178 5,151,178 206,129 5,118,075 5,118,075 173,027 SOUTHMOOR ACADEMY 5,172,457 5,172,457 5,217,364 5,217,364 44,906 5,180,973 5,180,973 8,516 5,192,505 5,192,505 20,048 5,155,284 17,174 5,172,457 (0) ST AIDAN'S RC ACADEMY 3,965,663 3,962,368 3,896,359 33,094 3,929,453 (32,915) 3,867,780 94,588 3,962,368 (0) 3,891,202 14,356 3,905,559 (56,809) 3,897,639 64,729 3,962,368 (0) ST ANTHONY'S RC ACADEMY 5,025,718 5,025,718 4,931,665 51,988 4,983,653 (42,065) 4,894,836 130,882 5,025,718 4,925,169 27,780 4,952,949 (72,769) 4,916,665 109,054 5,025,718 ST ROBERT OF NEWMINSTER 5,342,798 5,342,798 5,241,195 57,109 5,298,304 (44,495) 5,201,556 141,242 5,342,798 (0) 5,218,731 47,060 5,265,791 (77,007) 5,234,115 108,683 5,342,798 (0) THE VENERABLE BEDE 4,011,333 4,011,333 4,019,339 4,019,339 8,005 3,990,066 21,268 4,011,333 (0) 4,007,191 4,007,191 (4,142) 4,000,819 10,515 4,011,333 (0) THORNHILL SCHOOL 3,396,697 3,396,697 3,536,634 3,536,634 139,938 3,513,931 3,513,931 117,235 3,506,676 3,506,676 109,979 3,500,954 3,500,954 104,258 WASHINGTON SCHOOL 3,047,974 3,151,060 3,336,660 3,336,660 185,600 3,317,315 3,317,315 166,255 3,314,770 3,314,770 163,710 3,282,500 3,282,500 131,440 TOTAL SECONDARY 162,240,924 163,093,252 163,053,786 1,407,854 164,461,640 1,368,388 161,744,714 2,717,501 164,462,215 1,368,963 164,086,013 377,772 164,463,785 1,370,533 163,511,826 988,714 164,500,540 1,407,288 154,867 154,867 154,867 154,867 154,867 800,000 800,000 800,000 800,000 163,248,119 165,416,507 165,417,082 165,418,652 165,455,407 DFE 163.248119 165,417,957 165,417,957 165,417,957 165,417,957 1,450 diff 875 diff (695) (37,450)

Sunderland Schools Funding Formula 2018/19 – Consultation As part of the review and implementation on the Schools Funding Formula consultation with all maintained schools and academies should be undertaken on any proposed changes to the local funding formula including the method, principles and rules adopted. Consultation sessions are to be held on Thursday 16th November. Please can you complete the attached information and questions to allow further consideration by the Schools Forum at its meeting on Tuesday 28th November? If you have any queries in relation to the consultation session, please contact: David May Director of Finance at David.May@togetherforchildren.org.uk Name School Position Held

Question 1: Has the session provided you with an overview of the National Funding Formula? Yes No Not Sure Comments: Question 2: The Schools Forum has agreed to the transfer of funding from the Schools Block to the High Needs Block of up to 0.5% (£0.800m). This is due to demand and cost pressures as outlined in the presentation (next slide). Do you understand the reason why the transfer of funds from the SB to HNB is required? Yes No Not Sure Comments: Question 3: Do you agree to the removal of the Looked after Children factor from the formula, following the increase in Pupil Premium plus Grant to £2,300, an increase of £400. Yes No Not Sure Comments:

Question 4: Do you agree that the PFI costs in the soft formula should be uplifted by RPIX consistent with the National Funding Formula? Yes No Not Sure Comments: Question 5: Do you think this is the correct time for Sunderland to implement the NFF? Yes No Not Sure Comments: Question 6: Of the options considered which do you consider to be the most relevant to all Sunderland Schools? Option A Option B Option C Option D Comments:

Any other Comments: Very devisive – Infant schools / secondary schools No recognition of the needs of children aged 0-7 years. Thank you for taking time to respond to this consultation.