AGENDA ITEM 5

POOLE SCHOOLS FORUM

21 JUNE 2017

DEDICATED SCHOOLS GRANT (DSG): FINANCIAL OUTTURN 2016-17, BUDGET MONITORING 2017-18 AND BUDGET DEVELOPMENT 2018-19

1. Purpose of the Report

To consider the following issues:(a) The Schools Budget financial outturn for 2016-17 (b) School Balances latest recorded position as at 31 March 2017. (c) DSG Budget Monitoring 2017-18 and Budget Development for 2018-19.

2. Decisions

2.1 To note: The Schools Budget surplus for 2016-17 of £19,000 retained in reserves. The latest recorded financial position for all Poole schools. Summary budget monitoring in 2017-18 and budget development for 2018-19.

3. Financial Outturn - Schools Budget - Dedicated Schools Grant 2016-17

3.1 Summary of Movement on Schools Budget Reserves at 31 March 2017

3.1.1 The Schools Budget has a surplus of £19,000 for the year after allocating brought forward reserves of £781,000 in support of the 2016-17 Budget. The outturn, therefore, represents a use of DSG reserves of £762,000.

3.1.2 The movement on the Schools Budget Reserves at 31 March 2017 is scheduled below in Table 1:

Table 1: Schools Budget Reserves at 31 March 2017

£000’s DSG Pre DSG TotalReserves brought forward March 2016 1,380 132 1,512Allocated to the 2016-17 budget (781) (781)Surplus retained from 2016-17 outturn 19 19Reserves carried forward 31 March 2017 618 132 750Committed to support 2017-18 budget (287) (287)Revised budgeted reserves at 31 March 2018 331 132 463

3.1.3 The Pre DSG Reserve of £132,000 is carried forward as a general Schools Budget contingency for the Council and is likely to be needed to support SEN expenditure in the future.

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3.2 Summary of Schools Budget Variances 2016-17

3.2.1 The budget summary is included at Appendix 1. The net surplus on expenditure budgets has been largely offset by reduced DSG income for early years provision. Final variances for the year and a comparison with the forecast position at January 2017 are in Table 2 below.

Table 2: DSG Budget Variances at 31 March 2017

January 17 Forecast Budget Area – Overspend / (Underspend)- £000’s March 17

ActualEarly Years

(81) Provision 2 year olds 751 Provision 3 & 4 year olds (fewer children) (96)

Schools(158) Growth Fund for mainstream pupils (158)(170) Schools business rates (in-year academy conversions) (196)

High Needs0 Early Intervention Project 20

38 Excluded pupils (Quay and other AP provider) 55(88) SEN 18

50 Hospital Education (private specialist hospitals) 50(358) Total Expenditure Variance (300)

Funding Variances58 Lower DSG (early years - £133k and SEN places - £29k) 162

122 Prior year adjustment (early years census) 119(178) Net underspend (reduced drawdown of reserves) (19)

781 Reserves allocated to the 2016/17 budget 781603 Total Drawdown of DSG Reserves 762

3.2.2 Early Years in total is overspent by £44,000 with the net reduction of £89,000 in expenditure being more than offset by the forecast DSG reduction of £133,000, with variances mainly due to 3&4 year old provision. The second year of take up data for 2 year old provision has confirmed the trend of the January census being at the low point in the year. The funding shortfall (budget and actual) has been met by the use of reserves.

3.2.3 SEN expenditure for all ages of children moved from a predicted surplus in January to a small deficit of £18,000 for the year, after application of the £132,000 contingency. The gross deficit of £150,000 is due mainly to provision being made in maintained special schools, academies and post 16 institutions for 11 additional full time equivalent children compared with the budget. The unexpected increase in costs over the spring term is due to becoming responsible for a new high cost placement. The SEN report in Appendix 3 provides further budget detail.

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4. School Balances Position at March 2017

4.1 The latest information on Poole school balances is included at Appendix 2.

4.2 Academies report on an academic year cycle, with balances at 31 August 2016 being the latest position available for those converted prior to April 2016. The latest information available for schools that converted during the financial year is at the date of conversion.

4.3 Across Poole schools, revenue balances have decreased over the last reporting period by £2 million to £5.7 million (2016 - £7.7 million), largely due to growing deficits within sponsored academies. The balances overall represent 7% (2016 - 10%) of the DSG mainstream (LMS) formula or alternative income measure for high needs providers.

4.4 Maintained Schools

4.4.1 Total maintained school revenue balances are £2.2 million at 31 March 2017, compared with a level overall of £2.6 million last year for the same schools. This reduction of £0.4 million is after £0.3 million of revenue has been spent on capital projects over 2016-17.

4.4.2 Balances represent 9% of the current year LMS budget shares in total, with no schools in deficit. The average balance for the 10 schools is £216,000 with the proportion of LMS funding ranging from 2% to 13%.

4.4.3 It was expected that overall balances would fall over 2016-17 but the decline is less

than expected. The LMS formula received a significant boost in funding values in 2015-16 due to the 4.7% uplift from the introduction of the national minimum formula. Only a small further increase was possible in Basic Entitlement funding for 2016-17, with significant staff pay pressures (particularly from national insurance) from April 16. The DfE stage 2 funding consultation launched in December 2016, with generally disappointing funding levels for most schools over the next 2 years, may have acted as a brake on spending in the final quarter.

4.4.4 Analysis of Maintained School Revenue Balances by Phase at March 2017

Table 3: Maintained School Balances by Phase:

PhaseMarch2016

£000’s

March 2017£000’s

Change

£000’s% 17/18 *Budget

Number of

SchoolsInfant 180 132 (48) 10% 1Primary 796 675 (121) 8% 5Junior 113 84 (29) 7% 1Secondary 1,335 1,119 (216) 9% 2Special 186 151 (35) 7% 1Total 2,610 2,161 (449) 9% 10

* March 2017 balance as a proportion of 2017-18 LMS formula. It is accepted that post 16 funding in secondary schools may be contributing to the surplus.

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4.4.5 In maintained schools, all phases have declining balances over the year but 2 individual schools have a small increase compared with last year.

4.5 Academies

4.5.1 August 2016 is the first reporting date for academies following the introduction of the national minimum formula with funding increases for most schools from September 2015. This will have supported to some extent the cost pressures during the year, including those related to staff pay from April 2016.

4.5.2 The 21 academies preparing accounts at August 2016 had net revenue balances of £2.5 million (2015 net £3.8 million), representing 6% of LMS funding. This reduction of £1.3 million in balances overall is due to growing deficits in a number of academies.

4.5.3 In this group of academies, surplus revenue balances have increased by £136,000 overall, with 2 remaining over £1 million. Deficits have grown by £1.5 million to £3.2 million largely attributable to the 3 sponsored secondary academies.

4.5.4 The revenue balances for the 10 schools converting to academy status during the financial year were lower overall than at March 2016 but all were in surplus at conversion.

4.5.5 Analysis of Academy Revenue Balances by Phase at Latest Reporting Date

Table 4: Academy Balances by Phase:

ExistingAcademies

August 2015 *£000’s

August 2016

£000’s

Change

£000’s% 17/18

**BudgetNumber

of Schools

Infant/First 511 695 184 13% 5Primary 716 624 (92) 15% 3Junior 200 154 (46) 4% 3Secondary surplus 3,294 3,222 (72) 24% 4Secondary deficit (1,677) (3,149) (1,472) (42%) 3High Needs 775 931 156 17% 3Total Existing 3,818 2,477 (1,341) 6% 21

16/17Convertors

March 16

£000’s

At Con-version£000’s

Change

£000’s% 17/18

**BudgetNumber

of Schools

Infant/First 434 342 (92) 6% 5Primary 50 69 19 9% 1Junior 791 681 (110) 9% 4Total Convertors 1,275 1,092 (183) 8% 10

*August 2015 or conversion date in prior year ** August 2016/conversion date balance as a proportion of 2017-18 LMS formula. It is accepted that academy Education Services Grant and post 16 funding may be contributing to the level of balances.

4.5.6 In the existing academies, infant and first schools and high needs providers have increased revenue balances overall (and individually) in the year to August 2016. In

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other phases most schools have reducing balances but a number are from a high level. Junior schools have the lowest level of balances overall due to 2 of the 3 schools being in a relatively small (less than 3%) deficit position.

4.5.7 Recently converted academies are all primary phase schools, with reserves of 8% overall at conversion. Those schools with low reserves moved into a multi academy trust.

4.5.8 Revenue balances in secondary academies show greater variation than in the primary phase. Those secondary schools in surplus in most cases (3 out of the 4) have very high balances but secondary deficits in sponsored academies are rising and of significant concern. An existing deficit has grown to £2.4 million (continuing the same level of annual shortfall as in the previous year). It has grown to be now greater than the annual budget, and with a further income shortfall projected for August 2017. One new significant deficit emerged during the year.

5. DSG Budget Monitoring 2017-18

5.1 The summary budget for 2017-18 is included in Appendix 2, with the SEN budget detail included in Appendix 3. The SEN budgets have been discussed with the SEND Schools Partnership Group.

5.2 Early years block expenditure is mostly demand-led as funding rates for providers are not changed during the year and funding to the LA is based on census data. The 2017-18 budget assumptions for 2 year old provision were confirmed as reasonable by the 2016-17 outturn, with no new issues yet identified. The budget impact from the expansion of the free entitlement for 3 & 4 year olds from September will not be clear until later in the year.

5.3 In the Schools Block, conversions to academy status during the year will reduce the cost of business rates in the LMS formula as mandatory relief of 80% applies for academies with a number of primary phase schools currently in the process of conversion.

5.4 High needs expenditure growth was identified at outturn, with 362 full time equivalent pupils requiring special school and post school provision compared with the 2016/17 budget of 351. The budget for 2017/18 provides for 372 pupils but with a lower average cost per place and lower overall budget allowance than actual 2016/17 expenditure. The budget will be closely monitored during the year, with a strategic plan for SEN provision being developed with Bournemouth to inform the future costs.

6. DSG Budget Development 2018-19

6.1 Early Years Block 6.1.1 DfE funding for early years has been set at a constant level for each age group over

the 3 years from 2017-18 to 2019-20, with providers expected to manage further cost pressures during this period. The allocation to providers through the local Early Years Single Funding Formula (EYSFF) was revised for 2017-18 with funding values set for the three year period at Council in February 2017.

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6.1.2 The revised local formula differentiates funding according to pupil deprivation and flexibility of provision only with transitional arrangements for childminders and maintained nursery classes moving to lower base rate funding levels.

6.1.3 The local market for early years is already changing in preparation for the 15 hour extended 3&4 year old free entitlement for working families from September. A small number of providers have closed but new provision is being planned to open from September, with others increasing flexibility of provision through longer opening. The demand for term time only provision continues to decline, with school nursery classes being under subscribed during the summer term, reflecting parental preference for a more flexible offer.

6.1.4 Officers will review with the Early Years Sub Group the operation of the current EYSFF and the changing pattern of demand from September and consider if any further changes are needed for next year.

6.2 Schools Block - Mainstream Funding Formula6.2.1 The DfE have not yet made any further announcements following the second stage

consultation on mainstream school funding that took place earlier in the year. The national debate has focussed less on the distribution methodology, and more on the lack of growth in overall school funding in the face of significant cost pressures, including general pay and prices, national insurance, pensions, apprenticeship levy, curriculum changes and the reduction in Education Services Grant.

6.2.2 Commentators have taken various approaches in considering the national funding gap for current levels of school expenditure and known cost pressures. Some have considered the period from 2014-15 with others projecting from 2015-16, the latter to acknowledge the increase in mainstream school funding from the introduction of the national minimum formula. The position will vary considerably between schools, with some already having seen per pupil increases from local formula changes in the period under review. National reports, including a review by the National Audit Office, have indicated that the DfE need to take more account in their DSG financial planning of cost pressures facing schools and have questioned whether the level of savings assumed are achievable.

6.2.3 The DfE had already reflected before the general election was called, in some public announcements, that the proposed national formula needed some adjustments in response to concerns raised during the consultation process. It is now also likely that the national DSG total will be increased for next year and that no school will see a reduction in per pupil funding when the national formula is introduced (although it is likely that provision will be made to deal with exceptional cases).

6.2.4 There is no indication yet that implementation of the national formula is to be delayed with the DfE seen to be progressing implementation over the spring. Final arrangements for 2018-19 are not expected until late July.

6.2.5 The Phase 2 consultation noted that there is no requirement to replace the local funding formula with the national formula until 2019-20. However, it is possible that this may change, with reduced flexibility at the local level. Depending on the final DfE arrangements for the DSG overall it is likely that a move to the national formula will be considered as an option for 2018-19 in Poole. All mainstream schools and Schools Forum will be consulted in the autumn followed by a recommendation to Elected Members later in the year.

6.3 High Needs Block

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6.3.1 The second stage DfE consultation included funding proposals for the High Needs block, including that Poole would see funding capped at existing levels for many years. Baseline 2017-18 budget figures have been provided to the DfE and we await the outcome of final allocations from the EFA.

6.3.2 Progress will be made over the summer to analyse the impact of the funding reforms and how budgets will need to be adjusted from 2018-19 onwards.

7. Decisions

7.1 To note the financial outturn for 2016-17, budget monitoring for 2017-18 and budget development for 2018-19.

Nicola WebbHead of Accountancy Financial ServicesJune 2017Tel: 01202 63 3296 E-mail: nicola.webb@poole.gov.uk

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Appendix 1Dedicated Schools Grant Outturn 2016-17 & Budget 2017-18

£000’s  Budget  Variance Actual Budget

16/17 16/17 16/17 17/18Early YearsProviders - 2's 1,039 7 1,046 1,019Providers - 3 & 4 4,437 -52 4,385 5,401Early years pupil premium 85 -44 41 432, 3 and 4 year old contingency 0 0 0 52Central Spend - eligibility 2,3 and 4 64 0 64 70

5,625 -89 5,536 6,585SchoolsMainstream Formula 71,042 0 71,042 71,202Business Rates Adjustment 0 -196 -196 0School Admissions 150 0 150 150Licences purchased by DfE 84 0 84 86Growth Fund 455 -158 297 455Servicing Schools Forum 6 0 6 6ESG Services / Standards Board Independent Chair 0 0 0 310

71,737 -354 71,383 72,209High NeedsSpecial School Places - Poole Maintained 1,040 0 1,040 1,040Special School Places - Poole Academy 1,199 0 1,199 1,220Post 16 Special Places 0 0 0 236Mainstream Post 16 statements 102 0 102 102Medical Places - Quay School 806 0 806 806Exclusion Places - Quay School 480 0 480 600Quay- Early Intervention - summer 134 -6 128 134Quay -Early Intervention - autumn/spring 192 26 218 0Early Intervention - Quay & Ambitions  0 0 0 408High Needs Contingency 132 -132 0 132Top up Funding - Maintained/Academy 4,073 197 4,270 4,268Top Up Funding - Excluded Pupils 300 55 355 400Top up Funding - Independent Special Schools 4,531 -69 4,462 4,333Top up Funding - Post Schools 513 83 596 536Special School Outreach 227 0 227 227Hospital Education - private providers  0 50 50 100Other Education Out of School 130 2 132 130Support for inclusion 53 -1 52 53Specialist support (SEN) - 2, 3 and 4's 538 -24 514 538Specialist Support - Sensory Impaired 286 -38 248 286

14,736 143 14,879 15,54992,098 -300 91,798 94,343

Funded by:DSG 2016/17 91,317 -162 91,155 94,056DSG Adjustment 2015/16  0 -119 -119  0Reserves - Quay summer term 134 -6 128 134Reserves - Quay spring/autumn 192 26 218  0Reserves - Other to balance 455 -39 416 153

92,098 -300 91,798 94,343DSG Reserves MovementReserves brought forward 1,380 0 1,380 618Used in budget -781 19 -762 -287Reserves carried forward 599  19 618 331

Appendix 28

SCHOOL BALANCES AT 31 MARCH 2017 (Maintained) / 31 August 2016 (Academies)

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MAINTAINED BALANCES ACADEMY BALANCES

SCHOOL Mar 16 Mar 17 % 17/18 LMS

SCHOOL Aug 15 Aug 16 % 17/18 LMS

Infant/FirstSylvan 180,022 132,388 10% Broadstone -5,720 17,884 2%

Ad Astra ** 48,471 57,498 6%Canford Heath ** 128,949 182,140 15%Merley 113,360 164,831 16%Stanley Green 226,395 272,867 27%

180,022 132,388 10% 511,455 695,220 13%Primary

Heatherlands 96,409 43,108 2% Manorside 114,418 6,170 1%Turlin Moor 136,461 85,643 7% St Joseph's 0 30,525 2%Talbot 162,104 163,526 8% St Mary's 601,278 587,355 40%Bishop Aldhelm's 248,483 231,311 12%Hillbourne 152,308 151,488 13%

795,765 675,076 8% 715,696 624,050 15%Junior

Branksome Heath 112,754 83,782 7% Ocean (new) 0 -26,684 -3%Haymoor ** -22,334 -7,065 -1%Canford Heath ** 222,198 187,560 12%

112,754 83,782 7% 199,864 153,811 4%Total Primary 1,088,541 891,797 8% Total Primary 1,427,015 1,473,081 11%

Secondary in SurplusSt Edwards 338,877 369,496 9% Broadstone Middle 164,476 129,136 7%Poole High 996,161 749,349 10% Poole Grammar 771,461 881,981 23%

Corfe Hills 1,076,273 1,024,562 26%Parkstone Grammar 1,281,655 1,186,301 31%

Secondary in surplus 1,335,038 1,118,845 9% Secondary in Surplus 3,293,865 3,221,980 24%Secondary in Deficit

St Aldhelm's -1,575,343 -2,429,644 -127%Carter *** 169,000 -429,000 -22%Magna -271,037 -290,759 -8%

Secondary in Deficit 0 0 0% Secondary in Deficit -1,677,380 -3,149,403 -42%High Needs

Winchelsea 186,655 151,024 7% Quay 82,653 132,593 7%Longspee 169,097 249,161 20%Montacute 523,149 549,269 23%

Total High Needs 186,655 151,024 7% Total High Needs 774,899 931,023 17%

TOTAL MAINTAINED 2,610,234 2,161,115 9% TOTAL ACADEMY * 3,818,399 2,476,681 6%

Converted in 16/17 * Mar 16 Conversio

n Academy Summary * £ £ change £

Old Town 41,657 11,623 1% Academy Surplus 5,523,833 5,659,833 136,000Courthill 67,507 13,111 1% Academy Deficit -1,705,434 -3,183,152 -1,477,718Springdale 65,722 51,574 5% NET TOTAL 3,818,399 2,476,681 -1,341,718Lilliput 78,871 87,597 8% * Excluding 16/17 convertorsTwin Sales 180,702 178,370 14%Total Infant/First 434,459 342,275 6%Bearwood Primary 49,569 68,980 9%Oakdale 79,648 41,749 2%Baden Powell 259,934 211,578 9%Longfleet 233,583 182,633 9%Hamworthy Park 217,651 245,045 17%Total Junior 790,816 681,005 9% All Schools Summary £ £ change £16/17 CONVERTORS 1,274,844 1,092,260 8% Total Surpluses 9,408,911 8,913,208 -495,703

Total Deficits -1,705,434 -3,183,152 -1,477,718TOTAL ALL SCHOOLS 7,703,477 5,730,056 7% NET TOTAL 7,703,477 5,730,056 -1,973,421

* Convertors between 1 April and 31 August each year are not required to prepare accounts at August in the year of conversion. For all in-year convertors the latest accounts are at conversion. ** Convertors in 15/16 the comparison is at conversion not August 15. *** Comparative for Carter changed due to a prior year adjustment (change in treatment of annual gift aid payment). .Mainstream school % based on LMS formula pre 16 (ex rates) only. Maintained special based on place plus top up 16/17.High Needs % in academies based on costs as income is not shown separately for each school in MATs

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Appendix 3

The following report was considered by the SEN Partnership in May. It does not include Early Years SEN support, which is managed separately within the Early Years Team.

BOROUGH OF POOLEPOOLE SEN SCHOOL PARTNERSHIP GROUP

HIGH NEEDS SPECIAL EDUCATIONAL NEEDS BUDGET

1. PURPOSE

1.1 To provide updated budget monitoring for 2016/17 as at the end of the financial year.

1.2 To outline emerging issues and proposed actions arising from the 16/17 budget

1.3 To provide information on the predicted budget demands for the financial year 2017/18

2. DECISION REQUIRED

2.1 To note key issues and proposed actions related to the Special Educational Needs Budget.

3. BACKGROUND INFORMATION

3.1 This report provides an update of the SEN Budget for 2016-17 at the end of April 2017 and the allocated budget for 2017/18.

4. 2016/17 OUTTURN

4.1 The overall High Needs SEN budget was overspent by £172K against the allocated budget. This represents a 1.8% overspend and is greater than the minimum overspend of £8K which was predicted in December 2016.

4.2 A summary budget is included in the table below with further details provided in the appendix.

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SUMMARY HIGH NEEDS SPECIAL EDUCATIONAL NEEDS BUDGET 2016/2017 OUTTURN AND 2017/2018 BUDGET

Budget Detail2016/17Budget

£k

2016/17Outturn

£k

2016/17Varianc

e£k

2017/18Budget

£k

Independent Special School Fees 4,531 4,462 69 4,333

FE Independent Specialist Providers/ Packages 513 595 (82) 536

Packages (Poole & other LA) 949 962 (13) 959Bespoke Packages & Equipment 217 288 (71) 269Exceptional Circumstances 34 0 34 34Total SEN Packages 1,200 1,250 (50) 1,262

Poole Special School Top-Up 2,291 2,265 26 2,276Other LA Special School Top-Up 548 721 (173) 695The Quay School SEN Top-Up 34 34 0 35Total Special School Top Up 2,873 3,020 (147) 3,006

Special School Outreach 227 227 0 227Sensory Impaired Service 286 248 38 286

TOTAL 9,630 9,802 (172) 9,650

5. 2016/17 BUDGET DEMANDS AND EMERGING ISSUES

The Overall High Needs budget for SEN in 2016/17 was increased by £223K or 2.4% compared with the outturn for 2015/16.

5.1 Independent Special Schools

This budget shows a small underspend but this is a smaller underspend (ie a greater spend) than was anticipated in December due to the unpredicted educational placement for a child in care.

5.2 FE colleges and Independent Specialist Providers

Despite additional budget, the over spend here is £82K above allocated resources, an increase largely anticipated in December. This reflects a 30% increase in full time equivalent (fte) post 16 place numbers from the previous financial year. There were also additional placements in out of area and specialist providers, including one high cost Tribunal decision.

Funding of post 16 is a relatively new responsibility for LAs and it is difficult to predict exactly what the long term impact will be. The guidance around access and entitlement to post-19 education is not yet fully clear and this means that we anticipate a short term increase in costs, whilst guidance is clarified and tested through case law.

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5.3 SEN packages

The 2016/17 spend for SEND mainstream packages was 4% over budget and shows an increase of 10% on the 2015/16 outturn.

There has been an increase in the numbers of Education, Health and Care Plans and this is impacting on this budget. In addition, the hourly cost of TAs in other LAs has increased. There has also been an increase in the cost of bespoke packages for a small number of difficult to place youngsters. Careful monitoring and consideration of requests for additional funding will need to continue.

5.4 Top up funding in Special schools

The forecast spend on special school top up funding is £148K (5%) above budget and £201K above the 2015/16 spend. The number of fte places in maintained special schools shows only a slight increase but more pupils have needed to be placed in other LAs as Poole special schools became full. There have been changes in bandings for some pupils which have impacted on costs.

6. ACTIONS

6.1 Independent special schools

We will continue to scrutinise requests for independent specialist placements. The borough will be undertaking a strategic review of high needs SEND provision, including the range of provision needed and the effectiveness of high cost specialist provision.

6.2 Independent specialist providers

The borough is supporting a Y13 project at Bournemouth and Poole College with input from Winchelsea school. It is envisaged this will lead to greater numbers of young people with SEND accessing local college provision.

We are undertaking a review of transition planning as part of the strategic SEN review. The Statutory Services team will work together with our finance colleagues to feed information from panel decisions around Post 19 placements into budget forecasting.

The SEN reforms have created some expectation that young people with SEN can continue in education up to 25. There is a need for clarification and guidance on access to post 19 education and the range of options available. There is work to be done to raise parental confidence in local provision.

6.3 SEN Packages

As Poole and Bournemouth plan for Local Government Reorganisation over the medium term we will be looking to align SEND processes and funding arrangements. This will include the development of a new and sustainable SEN top up (banding) formula and process as part of the SEN strategic review.

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7. CONCLUSION

7.1 There continues to be pressure to contain the High Needs Special Needs Budget as we move forward to 2017/18. Additional funds of £20k have been allocated for the 2017/18 budget, which is in fact less than the actual 2016/17 outturn, as it was overspent.

7.2 Following the DfE High Needs Formula proposals (Dec 2016) it is envisaged that there will be limited flexibility to move funds between the different block within the DSG in future years. Management of the SEN budget within allocated resources will therefore be paramount.

7.3 Ensuring that the Local Authority and all schools work together in partnership is a key priority for the future planning and provision for all pupils with special educational needs and disabilities

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Appendix to SEN ReportINDEPENDENT SPECIAL SCHOOLS

2016/2017 2017/2018Budget Outturn Budget

FTE Cost FTE Cost FTE CostLangside 7.00 317,401 9.58 418,849 11.00 491,473Portfield 14.33 567,242 16.45 698,793 15.00 650,185Victoria 18.00 588,113 17.32 534,257 17.67 569,995St Edwards Romsey 5.33 386,487 6.71 468,618 6.00 421,311Wing Centre 1.33 73,134 0 (1,667) 0.00 0Other Special Schools 30.33 2,198,518 34.00 2,342,864 27.33 1,867,727New Cases 5.96 400,263 0.00 0 4.98 331,885TOTAL 82.28 4,531,158 84.06 4,461,714 81.98 4,332,576 VARIANCE  69,444

INDEPENDENT SPECIALIST PROVIDER AND FURTHER EDUCATION COLLEGE PACKAGES

Providers 2016/2017 2017/2018FTE Budget FTE Outturn FTE Budget

Bournemouth and Poole 9.63 46,065 4.33 17,986 9.60 39,890Brockenhurst 1.66 3,984 5.67 23,584 2.33 5,331Kingston Maurward 6.97 28,881 15.50 93,192 17.67 44,277Foxes Academy 0.66 26,014 0.67 25,379 0.00 0Queen Alexandra 0.33 12,829 0.33 12,516 0.00 0St Catherine’s - IOW 0.33 4,392 0.33 11,883 0.00 0Sheiling 0.99 36,453 4.00 170,217 3.67 170,277Lufton 0.33 18,270 1.67 65,055 1.33 35,548Oakwood 0.33 18,192 1.00 24,413 0.33 8,219Academy of Contemporary Music 0.33 4,813 1.00 23,371 1.00 21,210

Cambian Wing College 1 43,819 2.67 126,992 1.33 66,617Oxford Learning College 0.67 945 1.00 954New ISP Cases 6.96 269,155 0.00 0 6.00 143,643TOTAL 29.52 512,867 37.84 595,533 44.26 535,966VARIANCE (82,666)

TOP UP FUNDING – SPECIAL SCHOOL PLACES

2016/2017 2017/2018FTE Budget FTE Outturn FTE Budget

Winchelsea 96.42 903,878 97.33 902,635 93.25 847,678Longspee 35.00 499,133 30.33 485,559 33.00 570,040Montacute 53.42 888,105 51.67 877,239 52.83 858,726OLA special schools 52.17 547,916 58.92 720,883 63.25 694,807Quay School SEN 2.67 34,174 2.17 34,556 3.00 35,547TOTAL 239.68 2,873,206 240.42 3,020,872 245.33 3,006,798VARIANCE (147,666)

TOTAL SPECIAL SCHOOLS & POST 16

351.48 7,917,231 362.32 8,078,119 371.57 7,875,340

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SEN PACKAGES

2016/2017 2017/2018

Poole pupils in: Budget Outturn Variance BudgetPoole Schools 767,609 791,901 753,273Bournemouth Schools 76,363 97,670 79,523Dorset Schools 56,340 84,807 82,101Additional hours 11,845 12,213Previous years additional hours 18,122 18,684

Additional caseload 49,43

3 50,968

Leavers to special (28,248) (29,125)Looked After Children Recoupment - Portsmouth (2,924) (8,809) (8,897)

Looked After Children Recoupment – Bournemouth (4,058)

Sub Total 948,540 961,511 (12,971) 958,740Bespoke packages 183,253 261,493 235,271

Early Bird Plus 24,000 24,000 24,000

Specialist equipment 10,000 2,589 10,000Sub Total 217,253 288,082 (70,829) 269,271Exceptional Circumstances 34,000 0 34,000 34,000TOTAL  SEN PACKAGES 1,199,793 1,249,593 (49,800) 1,262,011

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