Section 52 and LEA Benchmarking

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Section 52 and LEA Benchmarking

• Schools Analysis and Research Division

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Presentation Outline

• Funding System
• Section 52
• Budget and Outturn
• LEA Budget
• Schools Budget
• LEA Benchmarking
• Per Pupil Table
• Year on Year Table
• Additional Information Table

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Funding via EFS and Grants
DfES Calculate Education Formula Spending
allocations (EFS)
Grant direct to schools eg SSG / Teachers Pay
grants
ODPM Calculate total support to give each Local
Authority
Standards Fund other grants
LEAs
Council tax
Schools Budget Covers all pupil provision.
LEA Budget Covers central functions like admin,
home to schools transport and the Youth Service.
Individual schools Individual Schools Budgets
(set by LEA fair funding formula) .devolved SF
other grants.
Central services for schools eg SEN
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Overview Section 52

• Statutory duty
• LEAs submit both funding (Budget) and expenditure
  (Outturn) statements each year.
• Budget statements due by end March
• Outturn statements due by October
• Budget - Set of Tables
• LEA Level
• School Level

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How Section 52 fits together
Annex to Table 1 - Central Expenditure Limit
Annex to Table 1 Youth Service
Table 0 Transparent Account
LEA Level
Table 1 LEA Level
Table 5 Formula Factors
Table 2 School Budget
Table 4 Minimum Funding Guarantee
School Level
Table 3 School Budget
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LEA Level tables

• Table 1 Totals Schools Budget and LEA Budget.
• Annex to Table 1 Central Expenditure Limit
• In 2004-05 LEAs could not increase their
  centrally retained budgets faster than their
  schools budget.

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School level budget

• Table 5 - Formula factors method used to
  calculate school budget shares
• Totals match with Table 1

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School level budget

• Table 2 and 3 detailed calculations of School
  Budget Shares
• Totals match with Table 1

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School level budget - MFG

• Table 4 Details calculation of the Minimum
  Funding Guarantee
• Totals should match with Table 2 and 3

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What has DfES done to help interpret the s52
budget statements?

• So far we have seen that there is a lot of data
  contained within the tables- but how do we
  compile it to make it useful?
• LEA Benchmarking Tables
• 4 tables to enable LEAs and schools forums to
  compare themselves against LEAs from the same
  region or of the same type.

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What do the tables include?

• 4 tables that are mainly based on s52 budget T1
  data.
• 2 per pupil tables
• Year on year table
• Additional information table
• Each table can be viewed for all LEAs or by
  Government Office Region or Type.

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The per pupil Tables

• Available net and gross
• Every line on Table 1 divided through by a common
  pupil count of 3-19 year olds.
• A common pupil count is to show the overall shape
  of an LEAs budget so that planned spending on
  individual items can be compared with other LEAs
  planned spending.

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The Year-on-Year Table

• The table provides information on percentage
  changes in LEAs planned expenditure from 2003-04
  to 2004-05 for selected expenditure categories.
• If the underlying cash amounts are very small, a
  relatively small cash increase or decrease
  between years could result in a large percentage
  change. The average size of category gives an
  indication of the relative size of expenditure on
  these budget items in 2004-05.
• Year-on-year changes could also be a result of
  accounting changes, or as a result of an LEA
  delegating increased levels of expenditure to its
  schools.

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Stats from year-on-year table
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The Additional Information Table

• New in 2004-05
• intended to provide a range of additional
  information for Schools Forums and LEAs and draws
  data from a range of section 52 tables and other
  sources.
• Includes information on passporting, the minimum
  funding guarantee and the central expenditure
  limit.
• Also shows Schools Formula Spending Share per
  pupil.

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Uses of the LEA Benchmarking Tables
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Useful Links http//www.dfes.gov.uk/leagateway/se
ction52
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School Funding http//www.teachernet.gov.uk/
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School Benchmarking http//sfb.teachernet.gov.uk/
Login.aspx
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Any comments

• Questions?
• What else would be useful?

Mailbox for benchmarking tables s52.benchmarking0
4-05_at_dfes.gsi.gov.uk