Finance & Bid Writing(A Whistle Stop Tour)

Andy Winn & Gaynor EdwardsLFS Team, County Hall

21st May 2011

www.cornwall.gov.uk

Schools Funding – Andy Winn

www.cornwall.gov.uk

Funding Streams – Acronym Hell

Main funding streams:

Dedicated Schools Grant (DSG) Schools Development Grant (SDG) (Part of

Standards Funds) Schools Standards Grant (SSG) Schools Standards Grant (Personalisation) (SSGP)

Other Funding Streams:

Devolved Formula Capital (DFC) Other Standards Funds (Extended Schools, Strategy

Money – sector specific) Redirected Funds from the LA (Cluster, School

Improvement Unit, Individual Needs, etc)

www.cornwall.gov.uk

DSG – How the money moves

• Annual budget from George Osborne• Basic increase in funding per pupil (Except in 2011/2012)• Ministerial Priorities

• DFE apply National Funding Formula and publish DSG funding rates for all 149 authorities

• Local Authorities calculate funding allocations

George Osborne

www.cornwall.gov.uk

Cornwall’s DSG Funding 2008 to 2011

• DFE funding rates• 2008/2009 = £3,742.36• 2009/2010 = £3,878.86• 2010/2011 = £4,042.72• 2011/2012 = £4,663.54

• 2008/2009 was the first year of the last three year CSR period

• 2011/2012 SHOULD have been the first of the next three year CSR period

www.cornwall.gov.uk

Pupils = Funding

• Pupil Numbers• 2007/2008 = 70,864.5 • 2008/2009 = 69,946.5• 2009/2010 = 69,268.0• 2010/2011 = 68,823.0• 2011/2012 = 69,120.0

• Total pupils multiplied by funding per pupil give total DSG figure for the Authority.

www.cornwall.gov.uk

How we split the funding up

• Total DSG for 2008/2009 £261,765,000• Total DSG for 2009/2010 £268,681,000• Total DSG for 2010/2011 £278,232,000• Total DSG for 2011/2012 £322,344,000

• 90% delegated to Schools (ISB)• 10% centrally directed - schools related

expenditure undertaken by the LA. (Individual Needs/Admissions/Capital Team/School Improvement Unit etc)

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So, Over to You!

• How Do You Think Schools Individual Budgets Should be Calculated?

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Projected Fair Funding Formula 2010/2011 – The Pie

Split of Funding Streams 2010/11

68%

2%14%

10%

6%Pupil Led Funding

Premises

Others

Grants

LSC

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Academies Funding - Key Issues

• Funding (for 2011/2012) is based on LA formula but is supplemented by additional allocation to cover those tasks and responsibilities undertaken by the LA

• LA will continue to support schools through transition period & beyond

• Academies can buy many services from the LA• Funding + Support provided by YPLA

www.cornwall.gov.uk

LACSEG and GAG

• LACSEG = Local Authority Central Spend Equivalent – element of LA administered school spending that passes to Academy.

• GAG = General Annual Grant – funding amount passed to Academy direct from YPLA.

www.cornwall.gov.uk

www.cornwall.gov.uk

www.cornwall.gov.uk

Items in LACSEG

• SEN support services (non-statemented)• Behaviour Support • Education Welfare • Free School Meals eligibility • Gifted and Talented • Statistics • School Improvement • Capital Services • Governor support • NQT induction

www.cornwall.gov.uk

Services and costs funded from other local authority sources

• Costs of a local authority's statutory / regulatory duties

• Asset management costs • Monitoring national curriculum assessment • Pupils support (e.g. clothing grants) • Music services • Visual and performing arts services • Outdoor education services • Certain redundancy and early retirement costs

www.cornwall.gov.uk

Other services and costs transferred

• 14-16 practical learning options • School meals and milk • Repair and maintenance of kitchens • Museum and library services • Licences and subscriptions • Central staff costs (maternity, long term sickness

and trade union duties) • Costs of certain employment terminations

www.cornwall.gov.uk

Bid Writing – Gaynor Edwards

• Previous Experience• Sailing Club (Juniors)

• Sailing Equipment• Safety Equipment• Volunteers Grants• Training Grants• Sailing Boats (Feva, Topper, Optimist & Pico boats)• Rigid Inflatable Boat (RIB)

www.cornwall.gov.uk

How I Did It…

• Begging Letters• Some more successful than others

• Fundraising Events• Again, some more successful than others

• Grant Applications• Again, some more successful than others

• Sailing Club (Junior Division) Development Plan• This was the crutch to all applications

• Membership• RYA and RYA OnBoard

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How to Start

• LA Controlled Schools can not become a charity• However, your PSA / PTA can!

• Write a Plan• Expect to write many drafts

• Include a costing exercise• Essential, Legitimate and Additional Costs

• Be Realistic!• And get as many others on-board as you possibly can

• Question Your Project!• Before anyone else does

www.cornwall.gov.uk

Question Yourself

• What exactly do you want to achieve?• Do your team collectively agree on this?• Do you actually need this project?• Are you providing an unique service or project?• What research have you undertaken, and have

you done enough?• Have you involved your potential users/

customers in your research?• How will the project be sustained?

www.cornwall.gov.uk

Writing Your Plan

• Your opening is incredibly important• Make it stand out• Use colour if and where possible (print and paper)• Yours could be one of hundreds of applications – so make

it interesting and thought provoking

• Don’t always write the obvious• If you’re raising funds for a swimming pool, don’t talk

about the pool – talk about community cohesion and getting the local youth groups involved in fitness rather than being on the streets.

www.cornwall.gov.uk

Writing Your Plan

• Talk about all Ages• If you mention involving the community, then this

means all the community – not just specific age groups, such as Teenagers or the WI

• Include Costings• Realistic Costings (allowing room for manoeuvre and

copies of any quotes)

• Sustainability• How will your project be sustained in the future?

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To Sum Up

• Make it interesting – if people are interested they are more likely to fund your project!

• Work collaboratively• Keep the ball rolling• Don’t give up!

www.cornwall.gov.uk

Possible Funding Websites

• http://ukfundraising.com/• http://www.fundraisingschools.co.uk/

• Charge Subscription £182.75 per annum

• www.footballfoundation.org.uk• Junior Kit Scheme

• http://www.ernestcooktrust.org.uk• Educational Grants Programme

• www.awardsforall.org.uk• www.funderfinder.org.uk• www.youthmusic.org.uk• www.esmeefairbairn.org.uk

www.cornwall.gov.uk

National Funding Formula

• Big Issues

• Different funding levels between Local Authorities• Different funding levels between Academies• Different funding levels between similar sized

schools

• Will a “one size fits all” approach work?

www.cornwall.gov.uk

Thank you for listening!

• Andy Winn, LFS Team Manager• awinn@cornwall.gov.uk

• Gaynor Edwards, Lead Training Officer• gaedwards@cornwall.gov.uk