SPRING TERM SEMINAR 2008 - PowerPoint PPT Presentation


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Further work is being undertaken on the Activity Based Model in preparation for ... updated in terms of financial information and not only when the school is having ... – PowerPoint PPT presentation

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  • Presented by SCHOOLS FINANCE

  • Staffing News.
  • Budget Headlines Future Funding.
  • Updates to FMS/Chart of Accounts.
  • Presentation on School Workforce Return.
  • OPEN
  • FMSiS.
  • Pay Benefits.
  • Updates Reminders.

Schools Support Team(as at 7th July 2005)
Schools team as at February 2008
Note TT Term Time only
Budget 2008/2009 Headlines
  • Based on January 2008 PLASC.
  • The 2009/2010 and 2010/2011 indicative budgets
    will be based on rolling forward the January 2008
    pupil number data but will use the current
    version of the Activity Based Model.
  • Further work is being undertaken on the Activity
    Based Model in preparation for it coming into
    full use on 1st April 2009 which will include
  • Review of work so far carried out by DCSF.
  • A working group of governors, heads and NCC
  • A series of briefings for schools to raise
  • Proposals being presented to the Schools Forum.

Budget 2008/2009 Headlines
  • In November 2007, Ministers announced that the
    Minimum Funding Guarantee (MFG) for 2008/2009,
    2009/2010 and 2010/2011 would be set at a level
    which covers average cost pressures on schools in
    those years, but with an assumption within it
    that efficiencies of 1 could be achieved by
    schools. The MFG was therefore set at 2.1 for
    next three years.
  • Plus an additional 1.0/0.8/0.8 was added for
  • Plus funding for Ministerial priorities added at
    1.5/0.81/1.4 per pupil
  • Result is an average increase in DSG per pupil
    each year of
  • 2008/09 2009/10 2010/11
  • 4.6 3.7

Pay and price inflation at the following levels
should be taken into account in school budget
planning for 2008/2009
  • 2008/2009
  • Teachers Pay 2.50
  • Support Staff Pay 2.95
  • Fuel Oil 2.00
  • Electricity 14.00
  • Gas 2.00
  • Water 4.00
  • Strategic R M 15.00
  • Insurance 5.00
  • School Meals 5.00
  • Other Expenditure 2.00
  • Income 2.00
  • Note - () utility costs are highly variable and
    schools may be part of fixed rates for different
    periods. Schools should therefore use their local
    knowledge to determine the best rates applicable
    to their school.

Energy Increases
  • New gas supply contract with British Gas Centrica
    wef 1 November 2007.
  • 2 year fixed price contract
  • This new contract represents an average cost
    reduction of around 25 on current prices.
  • New Southern Electric electricity contract wef 1
    October 2007.
  • 2 year fixed price contract.
  • This new contract represents a cost increase of
    up to 28 .
  • Any queries on the above or you wish to
    investigate measures to reduce your energy
    consumption for which funding support may be
    available please contact Eamon Byrne tel no
    01604 236906 or email him at ebyrne_at_northamptonshi

School Lunch Grant 2008-2011
  • Will be available from April 2008 until March
  • Replaces the Targeted School Meals Grant (5a) and
    Schools Meals Grant (5b).
  • School Lunch Grant is to focus on increasing
    school lunch take up, specifically by helping to
    keep down the price of a school lunch.
  • The conditions of the grant require authorities
    and schools to use the funding to help meet the
    direct costs of a school lunch.

School Lunch Grant 2008-2011
  • The grant can only be spent in four ways. NCC and
    schools can use funding to
  • Pay for ingredients for school lunch.
  • Pay labour costs of catering staff.
  • Buy small pieces of kitchen equipment e.g.
  • Pay for nutrient analysis software and expertise
    to operate the software.
  • 80 million available for each of the three years
    2008-2009, 2009-2010, 2010-2011 on the basis of
    70 pupil numbers and 30 free school meal
  • It will be a ring-fenced activity and the method
    of distribution will be in agreement with Schools

DSCF Diploma Formula Grant
  • In 2008/2009 arrangements for the distribution
    and payment of 26.5 million of funding to local
    authorities. This is calculated on the basis that
    a Diploma place at KS4 cost an average of 1,000
    per pupil.
  • In addition, 1.5 million is being held back as a
    contingency in this first year to fund additional
    places identified by local authorities.
  • The purpose of the formula grant is to provide
    dedicated funding to support the additional costs
    of delivery of Diplomas at KS4 which cannot be
    met from mainstream funding.

The future of capital funding
  • There is currently a consultation on capital
    funding 2008-2011 that could have a significant
    impact on school capital funding.
  • It is proposed that there will be two funding
  • A standard rate for modernised schools
    defined as school where 50 of its floor area has
    been renewed in the last ten years.
  • A higher rate - for the unmodernised school.

The future of capital funding
  • It is proposed that the ICT grants that have
    already transferred to capital are replaced with
    a single grant called harnessing technology.
    This capital grant would be based upon pupil nos
    deprivation and sparsity.
  • Further the local authority would also receive
    this harnessing technology ICT capital grant
    for VA schools.

Carry forward balances rules
  • Local Authorities will be required to
    redistribute to schools a small percentage( 5)
    of all surplus balances through the local
    authority funding formula. This broadly equates
    to the interest that accrues on balances
  • DSCF June 2007.
  • This has been retracted by DCSF, however there
    is a commitment to review this policy again in
    the near future.
  • In the meantime the policy on school balances
    remains unchanged (except that schools may set
    aside funds for Pay Benefits from their
    2007/2008 balances).

Carry forward balances rules
  • The calculation of the 5 for Secondary Schools
    and the 8 for Primary Nursery is as follows-
  • Balance at year end minus unspent Standards Fund
    minus monies saved for Capital Projects unspent
    Specialist Schools monies unused funds at
  • Then divide this sum by the School Budget Share
    2008/08 (revised) and multiply by 100
  • If this is more than 5/8 you will be deemed to
    have excess funds and will need to justify this.

  • Changes for 2008 onwards
  • Changes to the nonschools membership to
    include representatives of 14-19 partnerships .
  • Representation of head teacher members by other
    senior school staff.
  • Substitutes.
  • NCC will be making proposals to the Forum to
    encompass these changes.

Dedicated Schools Grant Review 2011-2012
  • This was launched on 31st January 2008 by Jim
    Knight Minister for Schools. The aim is to
    develop a single, transparent Government formula
    for allocating DSG that will be available for use
    from 2011-2012.
  • The aim of the review will be to produce a
    funding system that should support schools and
    local authorities to raise educational
    achievement and narrow the gaps in both funding
    and attainment.
  • Distribution of formula should be based on the
    principles of transparency, simplicity and
  • Greater flexibility to meet delivery of Every
    Child Matters and implementation of the
    Childrens Plan.

Dedicated Schools Grant Review 2011-2012
  • Take into consideration a needs led analysis,
    wages housing costs and teachers pay bands.
    Incentives to improve pupil progression.
  • The creation of a new DSG Formula Review Group.
  • The Group will steer the work of the review and
    report its recommendations to Ministers.
  • The development phase of the review will continue
    until December 2009, followed by a consultation
    period from January to March 2010.The broad
    decisions from the review will be announced in
    July 2010, in preparation for the school funding
    settlement in autumn 2010 for 2011-12 onwards.

Updates to FMS
  • Where are we
  • Schools notified of changes to the Chart of
    Accounts and the FMS Migration on 11th February
    which outlined the procedures to be followed.
  • All FMS schools should have received their
    February 2008 SIMS Upgrade from Capita.ict,
    which included a utility programme to insert a
    new Chart of Accounts for FY 2008/2009 onwards.
  • Next step will be for Capita.ict to carry out a
    visit to all FMS schools (between February and
    August 2008 ) for a technician to carry out the
    FMS Migration.

Updates to FMS (continued)
  • Impact of changes on schools
  • All schools will be using a new Chart of
    Accounts wef 1st April 2008 with new codes.
  • All schools will also have a new Cost Centre,
    for example
  • Nursery NEA1000 (Ronald Tree)
  • Primary NEB2000 (Badby School)
  • Middle NEC4093 (Oundle Kings Cliffe)
  • Secondary NED4004 (Sponne)
  • All through NEE4005 (Caroline
  • Special NEF7001 (The Orchard)

Updates to FMS (continued)
  • All forms and returns submitted from 1st April
    2008 onwards will need to amended to reflect the
    Cost Centre and ledger code changes.
  • All codes have been re-mapped to link to CFR
  • Some old ledger codes have been discontinued
    and renumbered to start with TT (DO NOT USE).
  • Some old ledger codes have combined into one
  • Ledger codes created by school, e.g. DA010A will
    remain unchanged.
  • The FMS migration routine will require users to
    be reinstated (other than level 5).

School Workforce CensusIan AtkinsonSenior
Information Officer

  • The DCSF plans to introduce a statutory data
    collection return for the School Workforce.
  • The census will collect comprehensive data on all
    teachers and support staff, including the
    centrally employed.
  • There are 34 pilot authorities.
  • In January 2008, 28 pilot schools in
    Northamptonshire took part in the first Spring
  • National rollout is scheduled for January 2010. 

Why do we need the census?
  • A single, reliable database will strengthen data
    security and improve the accuracy of data
    analysis for the DCSF, local authorities and
  • Intended as a replacement for five existing
  • 618G
  • ASC/SLASC/PLASC - Workforce Sections
  • Secondary School Curriculum and Staffing Survey
  • Survey of Teachers Pay (OME)
  • Survey of Teacher Resignations and Recruitment

Who is included in the census?
  • Teachers and Support Staff.
  • Persons with Regular Service in the school.
    Regular Service refers to continuous service of
    one month or more, regardless of how the person
    is funded.
  • Regularly in school means a minimum of at least
    once a term, regardless of how the person is
  • Persons employed other than by the school or
    Local Authority that work in schools on an ad hoc
    basis are not required to provide data.

What data is included in the census?
  • The census comprises six modules
  • Staff Details
  • Contract
  • Qualification
  • Curriculum
  • Absence
  • Vacancies

Data Items
Autumn Census only
Spring Census only
Where will the data be sourced from?
  • Most likely, schools.
  • Much of the data can only be sourced from schools
  • A data verification exercise in July 2007 found
    that, generally, school databases were the most
    accurate source.

Spring Census, January 2008
  • Tested four submission methods to determine the
    most suitable approach for future returns.
  • Concluded that submitting data from schools was
    the most practical approach for the census.
  • Despite one or two software issues, the pilot
    return was a success.
  • Most importantly, pilot schools reported that
    although the preparation required a lot of work,
    it was worth it in the long term.

Autumn Census, September 2008
  • Advantage of applying the knowledge and
    experience gained by the 28 pilot schools.
  • Benefit of a test run before the first full
    return in January 2009.

Further Information
  • Contact
  • Ian Atkinson, Senior Information Officer,
  • Information Management
  • Tel 01604 236686
  • igatkinson_at_northamptonshire.gov.uk
  • Webpage
  • http//www.northamptonshire.gov.uk/Learning/Servi
  • Path
  • Education / Information for Schools / School
    Workforce Census

  • 15 MINUTES

OPEN market place
  • The Online Procurement for Educational Needs
    (OPEN) marketplace has been specifically designed
    for schools to make the hassle of buying goods
    and services quicker, easier and simpler. The
    Department for Children, Schools and Families
    (DCSF) feel that this will offer real choice and
    collaborative buying potential to schools.
  • They are currently trialling the first version of
    OPEN with up to 1,150 schools ironing out the
    wrinkles and gathering valuable, real-time feed
    back. They want to find out what works, whats
    useful and what they can get rid of, to make this
    a simple and effective tool for schools to use.
    They then plan to make OPEN available to schools
    in England from Spring 2008.

OPEN market place
  • OPEN the Marketplace for Schools has five
  • An electronic marketplace with hosted catalogues
    and the ability to punch-out to external
    suppliers websites
  • A Purchase to Pay (P2P) system for access to the
    Marketplace via a web browser
  • A data warehouse with secure access to all of the
    users information that has passed through the
    system, allowing the user to drill-down and
    interrogate data
  • A supplier portal allowing approved suppliers to
    upload catalogues to a single point, receive
    orders and send invoices and
  • Facilities to allow for the integration of
    existing e-Procurement, finance and sales order
    processing systems.

OPEN market place
  • Put simply its a new electronic purchasing
    system that allows schools the opportunity to get
    the right contract at the price thats right for
  • Quotes about OPEN
  • Were very interested in cost and time savings,
    it will save time flicking through catalogues
    which takes up too much time
  • OPEN gives the small primary the same power as a
    large secondary

OPEN market place
  • To register interest email
  • eProcurement.schools_at_dcsf.gsi.gov.uk

Finance workshop
Demonstration of 3 year salary calculator
  • 3 year salary calc v8
  • Reference pay award filter
  • Attach with budget proposal

  • Virtually all secondary schools have now
    submitted their Standard to Internal Audit.
  • The first tranche of primary schools to have met
    the Standard by March 2008 have had mixed
    fortunes in demonstrating compliance. Time has
    been the biggest obstacle.
  • A common misconception is that the on-line
    assessment should only be attempted when all the
    five key elements have been completed.
  • The Standard is a live on going document and it
    must be submitted so that gaps can be identified
    and consequent action plans monitored to meet the
    standard by the following March.

  • Fail to prepare prepare to fail
  • The above sound bite has come from another
    authority, we in Northamptonshire are still
    light touch
  • BUT.

FMSiS Update
  • FMSiS now a requirement for OFSTED.
  • Recent changes to the self-evaluation form (SEF)
    required prior to an OFSTED inspection now make
    explicit reference to whether The governing body
    has met the Financial Management Standard in
    Schools (secondary schools SEF) and that the
    governing body is working towards , or has met
    the, Financial Management Standard in Schools"
    (primary and special schools SEF).

FMSiS Update
  • Although FMSis is being phased in on a rolling
    programme, schools are welcome to start the
    process whenever they want as early preparation
    and achieving good practice is always recommended
    and in essence it replaces the internal audit
  • Follow up workshops have been successful in
    giving schools guidance.
  • We also offer Governor training through Governor
  • The dates for the next tranche of schools to meet
    the Standard will be notified shortly.

Consistent Financial Reporting Update
  • Enhancements to the website which include -
    a new welcome page with improved navigation
    around the site - an automatically generated set
    of charts available from the welcome page -
    schools shown by name in the comparison charts -
    option to select schLaunch Internet Explorer
    Browserools in your benchmark set by name - new
    charts allowing you to compare school attainment
    LEA/Establishment number to dsg.helpdesk_at_dcsf.gsi.

Consistent Financial Reporting Update
  • E learning credits should be capitalised
    -journals should be completed to achieve this.
    (DF011 to HB105).
  • Supply insurance requires splitting between
    teaching and non teaching staff.
  • Extended Schools are only community focussed
    i.e. Childrens Centres and Private nurseries,
    not breakfast clubs and after school clubs.

Pay Benefits - Whats Next?
  • Complete job evaluation - March 2008.
  • Directors and councillors approve the final
    proposals for negotiating with the trade unions
    - March 2008.
  • Complete negotiations with trade unions - June
  • Trade unions consultation with their members -
  • July 2008.
  • Begin implementing the new pay and grading
    arrangements - September 2008.

Payroll issues
  • Schools are entitled to make best value
    judgements regarding the provision of their
    payroll provider.
  • When evaluating future provision please bear in
    mind the monthly administrative functions and
    returns to NCC regarding clearance of payroll
    control codes and pension contributions.
  • Please note that HBS are now Mouchel Business
    Services (MBS) all email addresses and
    telephone numbers remain unchanged.
  • MBS are carrying out a trial of secure data
    transfer to replace sending forms by email.

Year End issues
  • Year end guidance pack issued by Schools Finance
    on 25th February copy on website.
  • Year end workshop 19th March for all new bursars.
  • FMS6 Helpdesk will be open during the Spring
    Break during busy periods please log your calls
    by using the Web Helpdesk.
  • Accruals and prepayments are recommended.

Updates Reminders
  • The SEF form should be continually updated in
    terms of financial information and not only when
    the school is having an OFSTED inspection.
  • Only contractual and pay related queries on
    Personnel 7 should be directed to the FMS6
  • Please submit quarterly VAT returns ASAP on the
    designated deadlines.

Updates Reminders
  • Maternity Scheme is now for 3 years and the cost
    has gone up from 110 per full time equivalent
    teacher to 150 for 2008/2009.
  • 8 Feb - Schools Buyback information and forms for
    2008/2009 published on NCC website (Education -
    Information for Schools - Schools Buyback
  • 11 Feb - Instructions for the Changes to the
    Chart of Accounts and FMS Migration posted to all
    schools and published on the Schools Finance
  • 6 Mar - Budgets issued to schools in post and
    Budget Proposal spreadsheet sent to all schools
    by email.

Updates Reminders
  • Personnel updates for National Insurance and
    Superannuation rates for 2009-09 will be on the
    Schools Finance website.
  • 14 Mar - Deadline for submission of on-line
    Buyback Returns for 2008/2009.
  • Excess on the NCC insurance theft policy has
    increased to 3,500 for all levels of school due
    to the high volume of large losses sustained in
    recent years.

Updates Reminders
  • HM Revenue Customs Vat Inspections of Schools
  • At a recent meeting of local authorities
    VAT officers, a clear message was conveyed that
    HRMC is advising local VAT offices to
    re-designate schools nationally from low risk
    to high risk. As a result, the likelihood of
    HMRC paying significant attention to our schools
    in the future is much higher. This could well
    involve establishment visits.
  • For VAT queries in the first instance please
    refer to the Vat guide on the School finance
  • If still unsure please ring the FMS6 helpdesk.

Updates Reminders
  • Please ensure that a Full Governing Body meeting
    is scheduled in the early part of the Summer Term
    2007 so that the budget may be agreed and
    Approved Budget Statements submitted by the 31st
    May 2007.
  • If it is not possible for the Full Governing Body
    to meet it may choose to delegate its powers to
    the Finance Committee so that it can approve the
    budget within the required time scale.

Any further questions?
  • Safe journey back to school
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