Agenda and decisions

Schools Forum
Wednesday, 12th January, 2022 8.00 am

Contact: Asad Shah - 01274 432280 

Note: THIS MEETING WILL BE HELD REMOTELY 

Items
No. Item

1.

APOLOGIES FOR ABSENCE

The Business Advisor (Schools) will report the names of alternate Members who are attending the meeting in place of appointed Members.

 

 

2.

DISCLOSURES OF INTEREST

To receive disclosures of interests from Members on matters to be considered at the meeting. The disclosure must include the nature of the interest.

 

An interest must also be disclosed in the meeting when it only becomes apparent to the member during the meeting.

 

 

3.

MINUTES OF 13 OCTOBER 2021 & MATTERS ARISING pdf icon PDF 145 KB

As the 8 December meeting was not quorate, the Schools Forum is asked to review and to approve the minutes of the 13 October 2021 meeting. The note, which summarises the briefing that was held for members that attended the 8 December meeting, and which has been circulated to all members, is copied here for completeness.

 

 

Additional documents:

Decision:

 

Resolved –

 

That progress made on “Action” items and Matters Arising be noted.

 

That the minutes of the meeting held on 13 October 2021 be signed as a correct record.

 

 

4.

MATTERS RAISED BY SCHOOLS

Members will be asked to consider any issues raised by schools.

 

 

Decision:

 

No resolutions were passed on this item.

 

 

5.

STANDING ITEM - DSG GROWTH FUND ALLOCATIONS pdf icon PDF 134 KB

As presented in Document NT, Forum Members are asked to agree newly proposed allocations, from the 2021/22 Schools Block Growth Fund, to maintained primary and secondary schools and to primary and secondary academies.

 

Document NT replaces Document NO, which was presented on 8 December. The two allocations that were estimated in Document NO are now confirmed. As the Forum’s meeting held on 8 December was not quorate, the Forum has still to formally approve the allocations, which are now presented in Document NT.

 

Recommended –

 

(1)       The Schools Forum is asked to agree to allocate a total of £990,832 from the Growth Fund in 2021/22 to maintained secondary schools and secondary academies, as set out in Document NT.

 

(2)       The Schools Forum is asked to agree to allocate a total of £118,914 from the Growth Fund in 20221/22 to maintained primary schools and primary academies, as set out in Document NT.

 

(3)       Members are asked to note that an indicative total sum of £1,051,121 of surplus balance of Growth Fund is ring-fenced and is forecasted to be carried forward into 2022/23 within the Schools Block.

 

(Jonty Holden – 01274 431927)

 

 

Decision:

 

Resolved –

 

(1)       The Schools Forum agreed to allocate a total of £990,832 from the Growth Fund in 2021/22 to maintained secondary schools and secondary academies, as set out in Document NT.

 

(2)       The Schools Forum agreed to allocate a total of £118,914 from the Growth Fund in 2021/22 to maintained primary schools and primary academies, as set out in Document NT.

 

(3)       Members noted that an indicative total sum of £1,051,121 of surplus balance of Growth Fund is ring-fenced and is forecasted to be carried forward into 2022/23 within the Schools Block.

 

LEAD:            Business Advisor, Schools

 

 

6.

UPDATED 2022/23 DSG POSITION pdf icon PDF 230 KB

The Business Advisor (Schools) will present a report, Document NY, which updates Forum Members on the position of the Dedicated Schools Grant (DSG) for the 2022/23 financial year. This is a main reference document for this meeting.

           

Recommended –

 

The Forum is asked to note the information provided. This will inform decisions and recommendations to be made under agenda item 11.

 

(Andrew Redding – 01274 432678)

 

 

Decision:

 

Resolved –

 

That the information presented in Document NY be noted.

 

 

7.

UPDATED 2021/22 DSG SPENDING AND BALANCES FORECAST pdf icon PDF 107 KB

The Business Advisor (Schools) will present statements, Document NZ Appendices 1 and 2, which update Forum Members on the forecasted spending positions of each of the DSG Blocks for 2021/22, on the estimated values of balances to be carried forward into 2022/23, and on the proposed uses of these balances.

 

These statements replace the initial indicative forecasts that were presented to the Schools Forum on 8 December (in Document NV).

 

Recommended –

 

The Forum is asked to note the information provided. This will inform decisions and recommendations to be made under agenda item 11.        

 

(Andrew Redding – 01274 432678)

 

 

Additional documents:

Decision:

 

Resolved –

 

(1)       That the information presented in Document NZ be noted.

 

(2)       That a working group of Forum members be established to discuss further the allocation / retention of the High Needs Block brought forward balance that is forecasted to be held at 31 March 2022. That an email be sent to all Forum members to invite them to join this group. That a report on this group’s discussions be presented to the Forum on 9 March.

 

LEAD:            Business Advisor, Schools

 

 

8.

CENTRALLY MANAGED AND DE-DELEGATED FUNDS 2022/23 pdf icon PDF 99 KB

The Business Advisor (Schools) will present statements, Document OA Appendices 1, 2 and 3, which set out proposed Schools Block, Central Schools Services Block and Early Years Block centrally managed and de-delegated funds for the 2022/23 financial year.

 

The statements at Appendix 1 and Appendix 2 replace the indicative information that was presented to the Schools Forum on 8 December (in Document NX).

 

Appendix 3 newly presents the contributions to be made by each maintained primary and secondary school to de-delegated funds held within the Schools Block and how these compare with the contributions made in 2021/22.

 

Recommended –

 

The Forum is asked to note the information provided. This will inform decisions and recommendations to be made under agenda item 11.

 

(Andrew Redding – 01274 432678)

 

 

Additional documents:

Decision:

 

Resolved –

 

(1)       That the information presented in Document OA be noted.

 

(2)       Attending members representing maintained primary schools voted (5 for; 1 against) to de-delegate in 2022/23 for the purpose of replacing the School Improvement, Monitoring and Brokering Grant (SIMB), as set out in Document OA.

 

(3)       The member representing maintained secondary schools requested the opportunity to contact maintained school colleagues, prior to deciding on de-delegation for the SIMB Grant in 2022/23 for the secondary phase. This was agreed, meaning that the decision on SIMB de-delegation for 2022/23 for the maintained secondary phase will be taken ‘outside’ the Forum meeting and will be reported to the Forum on 9 March.

 

LEAD:            Business Advisor, Schools

 

 

9.

INDICATIVE BUDGETS, FUNDING RATES & PRO-FORMAS 2022/23 pdf icon PDF 111 KB

The Principal Finance Officers (Schools) and the Business Advisor (Schools) will present a report, Document OB, with Appendices 1-5.

 

Appendices 1a, 1b and 1c show the indicative values of allocations to be delegated to individual primary and secondary maintained schools and academies within the Schools Block.

 

Appendix 1d provides an analysis of the change in cost of Schools Block formula funding following the use of the data collected in / based on the October 2021 Census. Modelling previously presented to the Forum has been based on October 2020 Census data.

 

Appendices 2a, 2b and 2c show the proposed indicative rates of funding for early years settings for the 2022/23 financial year. These rates are shown, prior to the completion of the consultation on our Early Years Single Funding Formula (which closes on 24 January).

 

Appendix 3 provides a more detailed analysis of how the High Needs Block planned budget has been constructed at individual setting level. Please note that Appendix 3 does not show the values of allocations that high needs providers will actually receive in 2022/23 (as these will be based on monthly occupancy during the year).

 

Appendices 4 and 5 show the draft Primary and Secondary and Early Years pro-formas, which summarise the Authority’s proposed formula funding arrangements. Please note that these pro-formas are subject to the final decisions and recommendations to be made by the Schools Forum, under agenda item 11, as well as to the finalisation of our early years funding arrangements, following the closure of the consultation on 24 January.

 

Recommended –

 

The Forum is asked to note the information provided. This will inform decisions and recommendations to be made under agenda item 11.

 

(Andrew Redding – 01274 432678)

 

 

Additional documents:

Decision:

 

Resolved –

 

That the information presented in Document OB be noted.

 

 

10.

UPDATED DSG MANAGEMENT PLAN pdf icon PDF 147 KB

The Business Advisor (Schools) will present a report, Document OC, which is an update of the Authority’s Management Plan for the Dedicated Schools Grant. This Plan was first presented to the Schools Forum in January 2021.

 

The Plan explains the general management principles that guide our decision making and then focuses on High Needs Block matters. Alongside this Plan is presented a list of specialist places planned to be commissioned in 2022/23 and a future year forecast of the High Needs Block.

 

The Education and Skills Funding Agency (ESFA) now expects that every authority will present to their Forums a Management Plan, which explains their DSG‘s financial position, the risks of overspending and deficit, and the actions that an authority is taking either for deficit avoidance or for deficit recovery, as appropriate. The plan should include benchmarking and demand-led data, to provide context to the financial picture and which enables a focus to be retained on value for money. A plan is specifically required where an authority’s DSG account is in deficit. In these circumstances, an authority is required to submit its plan to the ESFA. This is not the case in Bradford, as our DSG account is in surplus.

 

Recommended –

 

The Forum is asked to note the information provided. This will inform decisions and recommendations to be made under agenda item 11.

 

(Andrew Redding – 01274 432678)

 

 

Additional documents:

Decision:

 

Resolved –

 

That the DSG Management Plan presented in Document OC be noted.

 

 

11.

FINAL DECISIONS AND FORMAL RECOMMENDATIONS 2022/23 DSG pdf icon PDF 183 KB

The Business Advisor (Schools) will present Document OD, which summarises the decisions and recommendations that the Schools Forum is asked to make in supporting the Local Authority to set the allocation of the DSG and formula funding arrangements for the 2022/23 financial year. The Forum is asked to take decisions (as required by the Regulations), and to make its final formal recommendations, on the Authority’s proposals under the following main headings:

 

·         Schools Block Centrally Managed Funds

·         Early Years Block Centrally Managed Funds

·         The Central Schools Services Block

·         The High Needs Block (including high needs formula funding models)

·         The Allocation & Retention of forecasted Balances Brought Forward

·         Early Years Block Early Years Single Funding Formula and Pro-Forma

·         Schools Block Primary & Secondary Formula Funding and Pro-Forma

 

Recommended -

 

(1)       The Forum is asked for its final decisions on identified items as required by the Regulations.

 

(2)       The Forum is asked to give its final formal recommendations on the Authority’s proposals for the allocation of the 2022/23 DSG, 2022/23 formula funding arrangements, and the treatment of balances forecasted to be carried forward from 2021/22. The Forum’s recommendations will be presented to the Council’s Executive on 15 February, and then, subject to the Executive’s resolution, to full Council on 17 February, as part of the Council’s final decision making process.

 

(Andrew Redding – 01274 432678)

 

 

Additional documents:

Decision:

 

Resolved –

 

These are the decisions and recommendations that the Schools Forum has made in supporting the Local Authority to establish the Dedicated Schools Grant (DSG) planned budget and formula funding arrangements for the 2022/23 financial year. The Forum has taken decisions (as required by the Regulations), and has made formal recommendations, which will go forward for presentation to the Executive on 15 February 2022.

 

Important points of note, which help explain the rationale for decisions / recommendations, are also recorded.

 

 

1.         Schools Block Centrally Managed Funds 2022/23 (DECISION)

 

Schools Block De-Delegated Funds 2022/23 (DECISION)

 

Document OA Appendices 1 – 3.

 

1.1 Schools Members representing maintained primary & secondary schools agreed as follows the values of de-delegated funds, and the contributions to be taken from the 2022/23 formula funding allocations of maintained primary & secondary schools.

 

For the primary phase – items a, b, c, d, f, g, h, and i were agreed unanimously by vote. Item j was agreed by vote 5 for : 1 against. Item e was already agreed by previous decision.

 

For the secondary phase – items a, d, f, and g were agreed by the maintained secondary school representative. For item j, the member requested the opportunity to contact maintained school colleagues, prior to deciding on de-delegation. This was agreed, meaning that the decision on SIMB de-delegation for 2022/23 for the maintained secondary phase will be taken ‘outside’ the Forum meeting.

a)    School Re-Organisation Costs (Safeguarded Salaries) (Primary & Secondary): agreed to continue de-delegation from both the primary and secondary phases for the actual cost of continuing safeguarded salaries in maintained primary and secondary schools.

 

b)   School Re-Organisation Costs (Sponsored academy conversions budget deficits) (Primary phase only): agreed to continue to ‘pause’ de-delegation from the primary phase, meaning that no new contribution is taken in 2022/23. Review again for 2023/24. The Schools Forum will be provided with monitoring reports where this fund’s brought forward balance is used in 2022/23 for this purpose.

 

c)    Exceptional Costs & Schools in Financial Difficulty (Primary phase only): agreed to continue de-delegation from the primary phase at the 2021/22 per pupil value.

 

d)   Costs of FSM Eligibility Assessments (Primary & Secondary): agreed to continue de-delegation from both the primary and secondary phases at the 2021/22 per FSM6 values, with contributions continuing to be taken using Free School Meals (FSM) Ever 6 data.

 

e)    Fisher Family Trust (Primary phase only): agreed to continue de-delegation from the primary phase, recovering the cash value to match the actual cost. The secondary phase and all primary academies will continue to be invited to subscribe through the Local Authority (paying for this from their own delegated budgets via invoice). Please note that the Schools Members representing maintained primary schools decided on 13 October 2021 to continue de-delegation in 2022/23 for the purposes of subscribing to FFT. As such, this decision is repeated here only for reference and for completeness.

f)     Trade Union Facilities Time – Negotiator Time (Primary & Secondary): agreed to continue de-delegation from primary and secondary phases at the  ...  view the full decision text for item 11.

12.

AOB / FUTURE AGENDA ITEMS

Members will be asked for any additional items of business, for consideration at a future meeting.

 

 

Decision:

 

No resolutions were passed on this item.

 

 

13.

DATE OF NEXT MEETING

A provisional meeting has been planned (subject to this being needed to complete agenda item 11) to take place on Wednesday 19 January.

 

The next substantive Forum meeting is planned for Wednesday 9 March 2022.

 

Please note that the provisional dates of meetings for the 2022/23 academic year are as follows:

 

·         Wednesday 14 September 2022, 8am

·         Wednesday 12 October 2022, 8am

·         Wednesday 7 December 2022, 8am

·         Wednesday 11 January 2023, 8am

·         Wednesday 18 January 2023, 8am  PROVISIONAL MEETING

·         Wednesday 8 March 2023, 8am

·         Wednesday 17 May 2023, 8am

·         Wednesday 5 July 2023, 8am

 

 

(a) Denotes an item for action (including where a formal view or recommendation is required).

 

(i)  Denotes an item for information.

 

 

SIGNPOSTING OF HIGH NEEDS INFORMATION

 

As per the schedule presented on 14 October 2020, “Forum members are expected to access ‘outside of the Forum meetings’ wider SEND information that is presented to other groups and that is already published, including information presented to the SEND Partnership. The Authority will signpost this information (webpage links) for Forum members at the bottom of agendas.”

 

SEND Partnership Board (minutes of meetings):

https://localoffer.bradford.gov.uk/coproduction--feedback/send-strategic-partnership-board-

 

Decision:

 

Please see the published schedule of meetings – the next Forum meeting is scheduled for Wednesday 9 March 2022. Please note that the provisional meeting scheduled for 19 January 2022 is not required and is cancelled.

 

 

 

FROM: 

Parveen Akhtar

City Solicitor

City of Bradford Metropolitan District Council

 

Contact: Committee Secretariat, Asad Shah 01274 432280