The Business Advisor (Schools) will present a report, Document HD, which shows the indicative value of delegated allocations for individual schools, academies and other settings for the 2017/18 financial year and also shows the draft Primary and Secondary and Early Years Pro-formas. Please note that the allocations and the Pro-formas are subject to the final decisions and recommendations to be made by the Schools Forum under agenda item 11.

Recommended –

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

(Andrew Redding – 01274 432678)

The Business Advisor (Schools) presented the report on 11 January, Document HD, which showed the indicative value of delegated allocations for individual schools, academies and early years and high needs settings for the 2017/18 financial year and also shows the draft Primary and Secondary and Early Years Pro-formas. A number of additional models showing the impact of different options on primary and secondary schools and academies were presented to the Forum across the 2 meetings. The minutes (deliberately) do not record the questions asked by Members seeking clarification on the modelling.

On 11 January a request was made for further information on the reduction in (cessation of) the Education Services Grant allocations for academies. This was presented on 18 January.

On 11 January a key line of inquiry by Forum members was how the movement of a substantial amount of DSG monies out of the Schools Block to the High Needs Block in 2017/18 will affect the value of the 3% protection allocated to schools in the future under National Funding Formula. The Business Advisor explained that this was very complicated, but that his modelling had shown that the DSG in total would not gain or lose as a result of such a transfer, but that the benefit would be ‘locked in’ to the High Needs Block in the future rather than in the Schools Block. Meaning that the value of 3% protection allocation to schools on this factor would be lower (and under option 4 would be the most affected) but that the base starting point for the High Needs Block would be higher.

Resolved –

That the information contained in Document HD (and additional information presented on 18 January) be noted.