Aidan DolanAidan Dolan

Director of Education NAHT(NI)Director of Education NAHT(NI)

SCHOOL FUNDINGSCHOOL FUNDING

NAHT(NI)NAHT(NI)

HEALTH WARNINGHEALTH WARNING

Always refer to Scheme of management etc Always refer to Scheme of management etc for particular school you are operating in.for particular school you are operating in.

NAHT(NI)NAHT(NI)

GENERAL SCHOOLS BUDGET=GENERAL SCHOOLS BUDGET= CENTRALLY HELD RESOURCES- e.g. CENTRALLY HELD RESOURCES- e.g.

transport, CASStransport, CASS RESOURCES HELD AT CENTRE-e.g... RESOURCES HELD AT CENTRE-e.g...

substitute coversubstitute cover LMS- Common formula since 2005= The LMS- Common formula since 2005= The

Aggregated Schools BudgetAggregated Schools Budget

NAHT(NI)NAHT(NI)

LOCAL MANAGEMENT OF SCHOOLS LOCAL MANAGEMENT OF SCHOOLS LMSLMS

CONTROLLED +MAINTAINED funded CONTROLLED +MAINTAINED funded through ELBsthrough ELBs

VGS +GMI funded through DENIVGS +GMI funded through DENI NEXT YEAR:ALL ESA????NEXT YEAR:ALL ESA????

NAHT(NI)NAHT(NI)

““THE FORMULA”THE FORMULA” AGE WEIGHTED PUPIL UNIT- AWPUAGE WEIGHTED PUPIL UNIT- AWPU AWPU Cash Value- £2020 (2009/10)AWPU Cash Value- £2020 (2009/10) Weightings- Weightings- Nursery full time Nursery full time 1.351.35 Years 1-7 Years 1-7 1.051.05 Years 8-12Years 8-12 1.681.68 Years 13-15Years 13-15 2.182.18

NAHT(NI)NAHT(NI)

Premises factor- by area and by pupil Premises factor- by area and by pupil numbernumber

Targeting Social needTargeting Social need Small Schools supportSmall Schools support Primary Principal release timePrimary Principal release time Foundation StageFoundation Stage Teachers salary ProtectionTeachers salary Protection SportsSports

NAHT(NI)NAHT(NI)

ENROLMENTENROLMENT Child Attended 1 day on or before census Child Attended 1 day on or before census

date, early October- auditeddate, early October- audited

NAHT(NI)NAHT(NI)

GUIDANCE ON FINANCIAL AND GUIDANCE ON FINANCIAL AND MANAGEMENT ARRANGEMENTSMANAGEMENT ARRANGEMENTS

BOG- Financial plan- 3 yearBOG- Financial plan- 3 year Determination of staff complementsDetermination of staff complements Principal/ VP pay flexibilityPrincipal/ VP pay flexibility Purchase of goods and servicesPurchase of goods and services

NAHT(NI)NAHT(NI)

BOG may have a Finance CommitteeBOG may have a Finance Committee

NAHT(NI)NAHT(NI)

BOG shouldBOG should ensure detailed estimates are drawn up ensure detailed estimates are drawn up

which reflect the school’s prioritieswhich reflect the school’s priorities Actual, committed and projected Actual, committed and projected

expenditure is monitored( at least quarterly)expenditure is monitored( at least quarterly) Surpluses should be less than 5%(£75000)Surpluses should be less than 5%(£75000)

NAHT(NI)NAHT(NI)

INSURANCES:INSURANCES: Controlled- self-insured, claims to Controlled- self-insured, claims to

contingency contingency fundsfunds

Maintained- cost of insurance held at centreMaintained- cost of insurance held at centre VGS/ GMI – meet cost of insurance from VGS/ GMI – meet cost of insurance from

LMS fundsLMS funds

NAHT(NI)NAHT(NI)

VAT: Payable by VGS and GMI schoolsVAT: Payable by VGS and GMI schools

NAHT(NI)NAHT(NI)

Purchasing- separation of dutiesPurchasing- separation of duties– OrderingOrdering– Approval for Payment Approval for Payment – Cheque signingCheque signing

NAHT(NI)NAHT(NI)

SCHOOL ACCOUNTS/ PARENTS SCHOOL ACCOUNTS/ PARENTS GROUPSGROUPS

All must be audited/ accounted forAll must be audited/ accounted for

NAHT(NI)NAHT(NI)

REVIEW OF SCHOOL FUNDINGREVIEW OF SCHOOL FUNDING Primary AWPU increased 1.04-1.05 (£19.66 Primary AWPU increased 1.04-1.05 (£19.66

per pupil)per pupil)

NAHT(NI)NAHT(NI)

Primary Principal’s Release Time- Primary Principal’s Release Time- NAHT(NI) campaign for several years. NAHT(NI) campaign for several years. Success this year- But……STILLSuccess this year- But……STILL

Nursery schools ZERO!Nursery schools ZERO!

NAHT(NI)NAHT(NI)

LMS- maximum local control/ supported by LMS- maximum local control/ supported by DENI / Minister and NAHT(NI) DENI / Minister and NAHT(NI)

Only 60% financial delegation in NIOnly 60% financial delegation in NI 80-90% in England80-90% in England NAHT(NI) seeking full review of all NAHT(NI) seeking full review of all

educational expenditure NOT just the educational expenditure NOT just the formulaformula

NAHT(NI)NAHT(NI)

Future funding of Curriculum and Support Future funding of Curriculum and Support services.services.

NAHT(NI) believes this funding should be NAHT(NI) believes this funding should be delegated to schools and not retained by delegated to schools and not retained by ESAESA