Each pupil in Years R-13 included on the January Form 7 return will receive funding. Funding for Year 0 pupils in approved nursery classes is usually based on place numbers; where place numbers are not agreed the numbers on roll on Form 7 and 5/12 of the estimated Summer term intake will be used. Year 0 Pupils on Form 7 not in approved settings will be funded at the marginal cost rather than the full AWPA. The estimated number of Year R pupils joining the school in May will be funded for schools with a summer term intake approved by the LEA.

If a school is being reorganised, the above will be used for April to August, but estimated pupil numbers will be used for the September – March period. An adjustment will be made in the current financial year based on the actual pupil number on the following January Form 7 if these numbers are higher than the estimate. No adjustment will be made if the actual number is lower.

Traveller pupils may, in some cases, be registered at more than one school. If this is the case all schools with Traveller pupils registered at the Form 7 date will receive a full AWPA for these pupils – even if they do not actually appear on the Form 7 return.

Funds added to the formula, e.g. for inflation or growth, will normally be added pro-rata to existing AWPA amounts in order to maintain the same relative weightings. Any proposals to spread funds in a different way, and hence to alter the weightings, will be the subject of specific consultation with schools.

Pupils assessed as having very high needs may be placed in Band E. Funds for these pupils will be allocated according to the actual level of provision required.

The assessment includes curriculum, behaviour, physical and medical care needs. Curriculum needs are assessed using standardised tests of reading and maths except for Reception year children who are assessed on the results of the Bury Infant Check. Statutory-aged pupils scoring below a certain level on the standardised tests, or who have been professionally diagnosed as having special needs, will be assessed further using a curriculum checklist for primary pupils and diagnostic curriculum tests for secondary pupils.

The assessments of curriculum, behaviour and physical & medical care needs are used to place pupils in one of Bands A-D. Each band carries a fixed level of funding which is given to the school to provide ‘whole school’ funding, i.e. the funding is not pupil specific.

A percentage of the SEN funding is distributed to all schools based on a three year average of the number of pupils tested, who score just below the requirement for a Band A. Each child falling into this category at a school will receive £23.56. This is also given to the school to provide ‘whole school’ funding.

Year 0 and R Pro-Rata

The children in the centres will be on the roll of the school and will, therefore, attract the appropriate AWPA.

Each unit is funded on the following place numbers;

Learning Support Centres 12 places

Assessment and Learning Support Centres 12 places

Sensory Support Centres Visually impaired 6 places

Hearing impaired 6 places

Language Development Centres 8 places

Specific Learning Difficulty (SpeLD) Unit 12 places

The basic allowance for a Centre will be awarded for a centre with six pupils on roll. Centres with fewer than six pupils will receive additional allowances equal to the AWPA for Year 6 for each vacancy at the time of the Form 7 count. In Centres where the LEA has confirmed that the notional number of pupils on roll is in excess of six, the basic allowance will be increased by the pupil place amount per additional pupil.

Social deprivation will be measured through a three-year average of the levels of entitlement to free school meals at each school. Schools with less than 15% of pupils with free meals will not receive any funding for social deprivation. Schools with a higher percentage entitled to free school meals will receive additional funds. An adjustment is made for secondary schools to allow for the lower level of registration in secondary schools; this is done by multiplying the percentage entitlement of key stage 3 pupils by 1.3 and key stage 4 pupils by 1.5.

An additional sum is available for schools with deprivation levels of 35% and 50% and above, which is calculated on the same basis. E.g. a school with over 50% entitlement to free school meals will receive £263 for each child over 15%, an additional £936 for each child over 35% and an additional £936 for each child over 50%.

All schools will receive a full delegated budget allocation dependant on the type of catering facilities within the school.

The number of free, paid and sent paid meals at each school used in the calculations will be the take-up over the previous academic year converted to the number of catered days ‘expected’ within the financial year.

E.g. A primary school with a kitchen funded for 8,100 paid meals and 1,900 free meals will receive;

8,100 paid meals will receive 10.32p per meal

1,900 free meals will receive £1.38p per meal

Gang mowing (per hectare) 525.65

Hand mowing (per square metre) 0.59

The above relates to the school specific basic maintenance of grounds. An amount is included in the fixed sum for maintenance of ornamental beds and an amount within the AWPA for marking out and maintaining appropriate sports facilities.

All schools receive a budget allocation for Public Liability, Employers Liability, Fire and Perils insurance. The allocation will be calculated on an ‘estimated actual costs’. This means that the total current cost of insurance for all schools in the LEA will be split between each school taking into account the number of pupils at the school, the risk of claims and the value of the property insured.

Please note; All schools currently have funds for insurance of motor vehicles, school contents and school trips delegated as part of the AWPA.

Each school is given an individually assessed allowance for rates based on the estimated rate bill for the school. If necessary, a final adjustment to actual rates paid is made at the end of the financial year.

For each Staff House, the school receives £1,065 less average income of £695.

E.g. A secondary school with year groups 7 – 13 will receive £184,000

Schools with swimming pools are given a fixed sum dependent upon the type of pool and a heating allowance (if applicable) dependant on the surface area of the pool.

Schools receiving a fixed sum for an indoor all year swimming pool cannot charge other schools or their own pupils for the use of the pools for the teaching or improvement of swimming skills. Schools with all year pools who refuse to allow other schools to use their pool up to their published level of entitlement will receive a reduced fixed sum. The reduction will be pro-rata to the extent to which the host school fails to meet the visiting school’s entitlement.

Schools will be funded for swimming teachers based on the extent of use of school pools by other schools and the published level of entitlement to swimming of their own pupils. Funding will rise in bands of 20%. Thus use of 30% would be funded at 40%, use of 46% would be funded at 60% and use of 75% would be funded at 80%.

These teachers support school swimming in the same way as if they were based at a school pool. A particular school manages each teacher. Funding will be given to the managing schools according to the actual percentage of full time of each teacher which includes a management allowance, i.e. funding will not rise in 20% bands as for teachers based at school pools. E.g. A school employing a public pool swimming teacher for 0.3 FTE will receive £7,589 Schools with pupils who are not within one third of a mile of a pool will, in respect of those pupils in year groups 3 - 6, receive an age weighted pupil allowance for transport.

Schools with pupils who are not within one third of a mile of a pool will, in respect of those pupils in year groups 3 - 6, receive an age weighted pupil allowance for transport as follows:

Schools with pupils who are not within one third of a mile of their designated games field will, in respect of those pupils in year groups 3 - 11, receive an age weighted pupil allowance for transport.

This allowance will be given when the school is not contained within a single site. This recognises the need for additional resources for pupil supervision, staff travel, staff time involved, administration, welfare and supplies.

Primary 17,663

Secondary 70,650

Unless one part of the school accommodates principally Years 12 & 13 or a school without a sixth form contributes teaching to Years 12/13 in another school:

Secondary 35,325

Where the governors of two schools agree to rationalise the teaching of the Years 12/13 and in consequence combined groups are timetabled to be taught on a regular basis:

Schools who, with the agreement of the LEA, are constituted as a Federation, i.e. a single school operating on multiple sites, will receive the following additional funding:

Fixed addition per Federation 5,508

Addition for each site beyond the first 34,102

Addition per pupil 28.50

Please note: A school receiving funding as a Federation will not also receive a split site allowance.

Each school will be given an individually assessed allowance for hire of facilities based on the estimated costs of hire for that school. A final adjustment to actual hiring costs will be made at the end of the financial year. Each school hiring facilities must agree with the LEA before the start of the financial year what costs it may incur.

Where a school is exclusively heated by electricity or has artificial ventilation throughout the year.

Where a school requires 40 or more visits per year for foul waste collection.

Allowance 3,370

In addition to the fixed sum allocation a per pupil supplement has been found to be essential to enable very small schools to provide a basic curriculum. This provides notional pupils to ensure that all schools are funded for a minimum number of pupils.

Min. funded pupils

First and Infant Schools with fewer than 23 pupils 23

Other First and Infant Schools 39

Primary Schools 36

Middle Schools 186

First and Middle Schools 184

The value per notional pupil will be: 1,304

Secondary Schools with less than 505 pupils in years 7 to 11 will also be credited with notional pupils. The value of these will be:

For each notional pupil from 504 to 460 1,904

For each notional pupil below 460 1,223

Given the particular specific curriculum requirements of the year 7 age group in middle schools, it is essential to guarantee a minimum level of funding. The minimum funding for the Year 7 age group will be 27 pupils.

All Middle and First & Middle schools will have a minimum level of Year 7 funding guaranteed. The minimum level will be based on 90% of the expected number of Year 7 pupils on roll in January 2001. The expected number of Year 7 pupils will be calculated using the average loss of Year 6 pupils during the previous three years. The guarantee clause will not apply to schools currently receiving Year 7 pupil protection.

A fixed sum will be allocated to schools which accommodate Learning Support Centres, Assessment & Learning Support Centres, Language Development Centres, Sensory Support Centres and Specific Learning Difficulty Resource Bases to cover the additional staffing, equipment and material costs incurred by the centre's presence in the school.

Where one of the above types of special units occupies rooms in separate school buildings on the same site an allowance will be given for additional resources for pupil supervision, staff travel, staff time involved, administration, welfare and supplies.

Centre occupying separate school buildings 8,830

A fixed sum of £2,204 is given to all approved nursery classes for SEN.

Any school with more than 15% of children from service families will qualify for a budget enhancement. Each pupil above the 15% threshold recorded at the Form 7 count with one or both parents in HM Forces or USAAF will qualify for an allowance.

Schools with large numbers of pupil movements during an academic year will qualify for funding. Schools will receive funding for each joiner and each leaver above 10% of the Form 7 number for that academic year. The funding will be given in the financial year following the end of the academic year in which the movements take place. The definition of joiners and leavers excludes pupils joining a normal transfer year at the start of the year and pupils leaving a normal transfer year at the end of the year. Movements in years 0, 12 and 13 are also ignored for the purposes of calculating turbulence. A school must have a minimum of 5 joiners or leavers to qualify for funding.

This factor compensates schools for temporary increases in pupil numbers not recorded on Form 7. Schools will be funded for 5/12 of the additional pupils calculatedby the formula below. These pupils will be funded at the AWPAs for year 6 for primary pupils and year 8 for secondary pupils.

M - {(x+y)/2}

M is the maximum no. on roll in the financial year over 20 consecutive school days

y is the Form 7 no. of the following year

This factor compensates schools who receive large numbers of additional pupils after the Form 7 count, i.e. in the Spring and Summer terms. Schools will be funded for 2/3 of the additional pupils calculated by the formula below. These pupils will be funded at the AWPAs for year 6 for primary pupils and year 8 for secondary pupils.

{(A+B)/2} - (1.05xZ)

A is the no. on roll at the end of the Spring Term

B is the no. on roll at the end of the Summer Term

Z is the Form 7 no. on which the allocation is based

E.g. A school has 35 pupils on roll on their January Form 7. At the end of the Spring term the number has increased to 37 pupils and by the end of the Summer term the number has increased to 43 pupils. The funding will be calculated as follows;

A = 37 B = 43 Z = 35 AWPA for year 6 = £1,448

(37+43)/2 = 40.00

1.05 x 35 = 36.75

40.00 – 36.75 = 3.25

2/3 x 1,448 x 3.25 = £3,038

It should be noted that schools qualifying for more than one of the temporary increase, significant increase and pupil turbulence can only claim for one factor (whichever is the most beneficial to them).

Where there are fewer than 200 pupils at a school, a budget adjustment will be made (either positive or negative) to reflect the actual teacher salaries in that school. A sum per teacher FTE will be applied, equal to the difference between the school's actual average and the average salary over all primary schools with less than 200 pupils. For schools with 150 or fewer pupils the adjustment between their average and the overall average will be made in full. The adjustment will reduce by 2% for each pupil over 150 – hence there will be no adjustment for schools of 200 or more pupils.

The phasing between 150 and 200 pupils will be taken into account when calculating the actual average salary for all schools with less than 200 pupils. The adjustment will exclude the costs of headteachers and deputy headteachers. The costs of other teaching staff will only be included up to a maximum of point 9 on the teaching scale.

Example; If a school has 3.6FTE teachers with a total salary of £91,874 this gives an average salary in the school of £25,521. The average salary as calculated for those schools (in the county) with less than 200 pupils is £26,731. The adjustment for the school will be 3.6 x (£26,731 – £25,521) = -£4,356 An inflation factor is then applied to this adjustment. In this example, the school’s budget share will be reduced by £4,356 plus inflation.

If the school’s average salary is higher than the county average, then the school’s budget share is increased.

Where a school chooses to operate its own bank account they will suffer a deduction from their budget share based on the interest foregone by the LEA. For a description of the different type of bank accounts, please refer to section 2.1.2 of Norfolk’s Scheme for Financing Schools. The percentage deduction on the budget share will be as follows:

Primary Schools 0.0084 0.0619

Secondary Schools 0.0107 0.0619

The detailed calculation underlying these deductions is in Annex E of Norfolk’s Scheme for Financing Schools.

Teachers redeployed to different schools may receive funding for safeguarded salaries, travel allowances and a lump sum payment. Where redeployment is done with the agreement of the LEA any lump sum payments will be funded by adding the actual cost of the payment to the receiving school’s formula allocation. Other payments will be funded in the same way, but tapered over time as follows:

1^st year (year in which redeployment occurs) 100% of additional costs

2^nd year 100% of additional costs

3^rd year 75% of additional costs

4^th year 50% of additional costs

5^th year 25% of additional costs

6^th year No safeguarding

At the times when the LEA’s planned development results in school closures, reorganisations, amalgamations and extensions of buildings and facilities, adjustments may be made to the budgets of the affected schools. Budget changes will normally be based upon consequential variations in pupil numbers.

Where closed schools have a clear successor, e.g. a First and a Junior school amalgamating into a Primary school, the successor school will be given additional funding equivalent to any surplus balances of the closed schools. Any deficit balances of the closed schools may be deducted from additional funding that would otherwise be given to the new school, but will not be recovered by reducing the new school’s main budget share.

Where planned developments coincide with the beginning of the financial year, budgets will be calculated in the normal way. If a change occurs during the financial year budgets will be recalculated at the time of the change, apportioning the available resources to reflect the changes in pupil numbers and other significant factors under this Scheme. Where changes take place as a result of reorganisation the ceiling protection will not apply.

Schools will receive a fixed sum of £4,406 for additional administration costs and teacher planning time when undergoing reorganisation.

Schools who are reorganised and lose one year group without gaining another year group will receive additional funding depending on the type of school as follows:

Yr0/R-Yr3 First Schools becoming Yr0/R–Yr2 Infant Schools receive 25% of AWPA of the lost year 3

Yr4-7 Middle Schools becoming Yr3-6 Junior Schools receive 15% of AWPA of the lost year 7.

Reorganised schools will receive funding for equipment for an additional year group to the school. The number of pupils funded will be based on the Public Notice Number (or the actual number of pupils if higher). The amount of funding given will be:

Yrs 0, R, 12 & 13 Other years

Per pupil for a year group replacing an existing year group 110 77

All the above amounts refer to the year of reorganisation only.

The LEA will fund schools using this formula from the date the school first admits pupils. If this date is during the financial year the LEA will fund the school pro-rata to the number of days left in the financial year. The number of pupils used for calculating AWPAs will be the number recorded on the pupil return for the first term of opening.

The LEA may provide new schools with additional ‘start-up’ funding in addition to the delegated budget calculated through the use of this formula.

The LEA is empowered to delegate selectively and optionally to the governing bodies of schools which have yet to receive delegated budgets

Social deprivation will be measured through a three year average of the levels of entitlement to free school meals at each school. Schools with less than 15% of pupils with free meals will not receive any funding for social deprivation. Schools with a higher percentage entitled to free school meals will receive additional funds. An adjustment is made for secondary schools to allow for the lower level of registration in secondary schools; this is done by multiplying the percentage entitlement of key stage 3 pupils by 1.3 and key stage 4 pupils by 1.5.

The number of free, paid and sent paid meals at each school used in the calculations will be the take-up over the previous academic year converted to the number of catered days ‘expected’ within the financial year.

E.g. A special school with a kitchen funded for 8,100 paid meals and 1,900 free meals will receive;

8,100 paid meals will receive 10.32p per meal

1,900 free meals will receive £1.38p per meal

The allocation will be calculated on an ‘estimated actual costs’. This means that the total current cost of insurance for all schools in the LEA will be split between each school taking into account the number of pupils at the school, the risk of claims and the value of the property insured.

Please note; All schools currently have funds for insurance of motor vehicles, school contents and school trips delegated as part of place-led funding and school specific for residential schools.

Where rates are due, each school is given an individually assessed allowance for rates based on the estimated rate bill for the school. If necessary, a final adjustment to actual rates paid is made at the end of the financial year.

Each school will be given an individually assessed allowance for hire of facilities based on the estimated costs of hire for that school. A final adjustment to actual hiring costs will be made at the end of the financial year. Each school hiring facilities must agree with the LEA before the start of the financial year what costs it may incur.

The phasing between 150 and 200 pupils will be taken into account when calculating the actual average salary for all schools with less than 200 pupils.

The adjustment will exclude the costs of headteachers and deputy headteachers. The costs of other teaching staff will only be included up to a maximum of point 10 on the teaching scale.