Bursar Briefing Spring 2019 AGENDA All Timings are

Bursar Briefing Spring 2019

AGENDA All Timings are Approximate Time Focus Lead 09: 30 – 09: 35 Welcome & Introductions Education Finance Consultants 09: 35 – 10: . 00 Babcock Finance Update Education Finance Consultants 10. 00 – 10. 45 Counter Fraud Awareness Ken Johnson – Devon Audit Partnership 10: 45 – 11: 15 Teas/Coffees & Networking 11: 15 – 12. 00 DCC Finance Update Karlien Bond, Warren Smart & Dan Causon - DCC 12. 00 - 12. 30 Capital Update Stuart Hawkins - DCC

Budget Planning Spring Term › Check future year pupil forecasts › Check with SENCO the impact of EHCP banding changes to the budget, and potential EHCPs › Allow for inflation on services – 2. 5% › Energy – review individual contracts › Link School Development Plan to Budget › Budget return to LA by 1 st May 2019 › Schools in deficit – financeschoolsinterventionpanelmailbox@devon. gov. uk Copyright © Babcock IP Management (Number One) Limited, 2018. No unauthorised copying permitted. www. babcockldp. co. uk

Budget Planning - SIMS Personnel Before importing staffing into FPS › Ensure personnel data in SIMS is up to date. Check against payroll info sent via Any. Comms › Add continuous service/local government start dates against contracts › Run annual incremental route in Sims. net › Make sure CFR headings are linked in contracts in Personnel (budget to CFR box) › Don’t forget to run Salary Projections – monthly! Copyright © Babcock IP Management (Number One) Limited, 2018. No unauthorised copying permitted. www. babcockldp. co. uk

Budget Planning - FPS For each member of staff in FPS check: › › Correct scale point and hours/FTE Possible end dates of contracts Maternity leave start and end dates Suspended contracts (FPS ignores suspension dates in SIMS) › Increments up through the scale › Increments – do SIMS, FMS and FPS match? Copyright © Babcock IP Management (Number One) Limited, 2018. No unauthorised copying permitted. www. babcockldp. co. uk

Budget Planning NJC – 2% increase from 2020/21 Teacher’s Pay Award – 2% increase from 2019/20 Teacher’s Pay Grant – assume 2019/20 only Teacher’s Pension – 23. 6% from 2019/20 in ‘Pay Related Factors’ › Teacher’s Pension – Grant for Pension increase to be coded to CFR I 06 (should match Sept 2019 – Mar 2020 cost) › MFG – remove in FPS from 2020/21 › › Copyright © Babcock IP Management (Number One) Limited, 2018. No unauthorised copying permitted. www. babcockldp. co. uk

Teachers’ Pay Award Funding › Funded by the government, over the 1% the Df. E has assumed that schools have already budgeted for. › Calculated on pupil numbers, paid to DCC to distribute in 2019/20. › Per pupil rates 19/20: primary £ 28. 29, secondary £ 45. 56, special £ 113. 46 › Minimum 100 pupils (special schools 40) Copyright © Babcock IP Management (Number One) Limited, 2018. No unauthorised copying permitted. www. babcockldp. co. uk

Early Years Funding 3 and 4 Year Old Hourly Rate › £ 4. 08 (Base £ 4. 02 plus universal SEND £ 0. 04 and deprivation £ 0. 02) 2 Year Old Hourly Rate › £ 4. 90 for those with a Golden Ticket Copyright © Babcock IP Management (Number One) Limited, 2018. No unauthorised copying permitted. www. babcockldp. co. uk

Early Years Funding o Disability Access Funding o £ 615 one off annual payment for 3 and 4 year olds in receipt of Disability Living Allowance o EY Pupil Premium o 53 p per funded hour for eligible 3 and 4 year olds (£ 300 per annum for 570 hours) Copyright © Babcock IP Management (Number One) Limited, 2018. No unauthorised copying permitted. www. babcockldp. co. uk

PE and Sports Grant 2019/20 › Based on number of pupils year 1 to 6 using January 2019 census › Schools with 17 or more eligible pupils will receive £ 16 k and an additional payment of £ 10 per pupil › PE Grant carry forward from 2018/19 will need to be reallocated in 2019/20 budget Copyright © Babcock IP Management (Number One) Limited, 2018. No unauthorised copying permitted. www. babcockldp. co. uk

Pupil Premium 2019 census for pupils known to be eligible for FSM since May 2013 – FSM - £ 1, 320 primary and £ 935 secondary – Service children - £ 300 – Adopted children - £ 2, 300 – Looked after children - £ 2, 300 Copyright © Babcock IP Management (Number One) Limited, 2018. No unauthorised copying permitted. www. babcockldp. co. uk

Babcock LDP Services to Schools › Babcock LDP Directory available now › Babcock LDP e-store www. babcockeducationestore. co. uk/ldp › Advance Purchase Prices. To take advantage of the discounted prices (where applicable) confirm your SLA by either the 31 st March 2019 (schools purchasing for financial year starting April 2019) or by 31 st July 2019 (schools purchasing for financial year starting September 2019) Copyright © Babcock IP Management (Number One) Limited, 2018. No unauthorised copying permitted. www. babcockldp. co. uk

Services to Schools › DCC – awaiting details › HR 1 – awaiting details › Scomis – awaiting details Copyright © Babcock IP Management (Number One) Limited, 2018. No unauthorised copying permitted. www. babcockldp. co. uk

Bursar Briefing – Autumn 2019 › St Cuthbert’s, Buckfast Abbey – Oct 9 th 2019 › Caddsdown Business Park, Bideford – Oct 16 th 2019 › Healthy Living Centre, Exminster – Oct 17 th 2019 › Book now on our website: www. babcock-education. co. uk/ldp/cpd Copyright © Babcock IP Management (Number One) Limited, 2018. No unauthorised copying permitted. www. babcockldp. co. uk

Budget Planning Workshops – Spring 2019 Spaces still available on dates below › Tuesday 5 March – Caddsdown Business Centre, Bideford › Wednesday 6 March – Healthy Living Centre, Exminster › Thursday 7 March – St Cuthbert’s, Buckfast Abbey › Wednesday 13 March - Healthy Living Centre, Exminster › www. babcock-education. co. uk/ldp/cpd Copyright © Babcock IP Management (Number One) Limited, 2018. No unauthorised copying permitted. www. babcockldp. co. uk

A Date for your Diary South West Schools Admin Conference: Safeguarding your School, Looking after You Tuesday 30 April 2019 at Sandy Park Conference Centre › › Finance update on national and local issues SEND funding and GDPR update ‘Safeguarding at the front door’ Emotional Logic session Book now on our website: www. babcock-education. co. uk/ldp/cpd Copyright © Babcock IP Management (Number One) Limited, 2018. No unauthorised copying permitted. www. babcockldp. co. uk