What did officers say at the Lyndale School call in? “we had a problem the rules mattered more than the children”

What did officers say at the Lyndale School call in? “we had a problem the rules mattered more than the children”

What did officers say at the Lyndale School call in? “we had a problem the rules mattered more than the children”

                                      

Councillor Moira McLaughlin asks a question about staffing at Lyndale School (Coordinating Committee, Wirral Council, 27th February 2014)
Councillor Moira McLaughlin asks a question about staffing at Lyndale School (Coordinating Committee, Wirral Council, 27th February 2014)

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Julia Hassall (Director of Children Services), Andrew Roberts (Head of Branch and Planning Resources) and David Armstrong (Assistant Chief Executive) answer questions from councillors on the Lyndale School closure consultation decision

Continuing from yesterday’s transcript of the Cabinet decision to consult on closing Lyndale School is a transcript of the first twenty-five minutes of what officers said at the Coordinating Committee meeting of the 27th February 2014 that was to reconsider the Cabinet decision. Next week Wirral Council plan to start the consultation on the closure of Lyndale School. The Cabinet report titled “Report seeking approval to consult on the closure of Lyndale School” that this is about can be read on Wirral Council’s website.

CLLR STEVE FOULKES
Back to order. Settle down, I have a rather unfortunate announcement to make. One of our elected Members Councillor Denise Realey has become unwell. I think she’s found the evening stressful as everybody has to be frankly honest and has taken unwell so for the minutes can we have it recorded that Councillor Realey has left the meeting and will take no further part in the decision-making.

OK, with that said, we now move onto the next set of witnesses, these are evidence from the people obviously officers of the Authority. Julia Hassall (Director of Children’s Services), David Armstrong who is Assistant Chief Executive and Head of Universal Infrastructure Services and Andrew Roberts who is Head of Branch and Planning Resources.

They have up to five minutes to speak to us, for brevity they are not taking that option and will probably be spending more time answering questions from elected Members but Julia, you want to give us the background and the thought processes that ended up in the presentation of the papers to Cabinet and the consequent decision. Thank you.

JULIA HASSALL
OK, thank you Chair and members of the audience. I just wanted to start by saying from a senior officer perspective how much I appreciated hearing what the parents and members of staff said this evening.

I think following that what the three of us will say will sound a bit bureaucratic, a bit clinical and it’s by virtue of the proposals that we need to put forward. I would like to state that all three of us come from a position of valuing the children that we work with and regarding outcomes for children as an absolute priority.

The report that was presented to Cabinet on the 16th January, was seeking approval to consult on the closure of the Lyndale School. The report set out the background, saying that local authorities have a statutory duty to make sure there are sufficient places in their area, there’s fair access to educational opportunity to promote every child’s potential.

The reasons why in the report we’re considering closure of the school is because of the viability of the school is compromised because of its small size and falling roll which both contribute to a difficult financial position and I think as you said Chair earlier, it’s not in any way because of the standard of care and education in the school which is good and in many aspects outstanding.

In terms of the falling roll over the last seven years, the Lyndale School’s average occupancy has been 59% and there are currently twenty-three children at the school out of a total possible forty places. I know the second report that you’re considering call in really focuses on the financial position which is very briefly the size of the school and the numbers of pupils contribute to a difficult financial position with a likely deficit of £72,000 corrective action for 14/15 with the potential for this to increase to be in excess of £232,000 based on the numbers of children currently on the school roll. Part of that is because of changes to the national formula, which Councillor Smith referred to in terms of funding individual places occupied and a reduction from forty funded places to twenty-three because there are twenty-three children with places and also applying the new banded top up system.

Should a decision be taken to close and this would be in the future. I need to keep emphasising that the report that went to Cabinet on the 16th January was seeking permission to consult on potential closure and the report on the 16th January said that at this stage, the two most, the most viable option if or should the school close, was to expand Elleray Park School and Stanley schools so that the children currently at Lyndale School and future children would go to both of those schools.

It certainly would simply not be a case of just adding children into the existing schools. It would require very, very careful planning, consultation and change the very nature of each school by virtue of additional children joining that school, both school’s community.

It’s really important to say that in the most recent OFSTED report Elleray Park School was judged to be outstanding across the board and Stanley School was judged to be a good school with outstanding leadership and management.

One thing I did want to say and in response to possibly some of the points made earlier, it’s really important to state at this stage that the closure of the school appears the most viable option after having considered a number of options which are the eight options that parents referred to. However I have said and I’m very mindful of the fact that the eight options have been considered by local authority officers and I would expect to proceed to consultation that each of those options would be rigorously considered again and there will be other options that come forward that we have not thought of.

So in very general there will be a proper options appraisal looking at each and every option that comes forward. Should Cabinet, the report that went on the 16th actually talked about the next steps. So, should Cabinet agree to consult on whether we should close the school, there would then follow a twelve week consultation process that will involve full consultation meetings, a consultation meeting with the parents, teachers, interested people connected with Lyndale School, Stanley School and Elleray Park School. There would be drop in sessions. We’d do whatever we needed to do to get to the best possible option to move forward.

I think in summary, I would want to conclude just by describing the report that went on the 16th January that by saying considering the closure of the school is difficult and distressing as you’ve heard this evening particularly when children have such special needs and other abilities. It’s really important that their needs are placed at the centre of our concern and that what’s called the special educational needs improvement test is applied with absolute rigour and that’s a test to make sure that whatever we come up with and whatever Cabinet may agree in the future, is as good as or better than the current provision for the children concerned and it was on that basis, taking all those points into account that I recommended to Cabinet on the 16th January that they should agree to consult on closure and that I would proceeded to compile the consultation document. I’m very happy to answer any questions that Members may have or any comments.

COUNCILLOR STEVE FOULKES
Any of the other officers wish to make a statement about the issue? No?

DAVID ARMSTRONG
No.

ANDREW ROBERTS
No.

COUNCILLOR STEVE FOULKES
No, ok. So, it’s clearly open to. Sorry I’ll use my mike I do apologise. It’s obviously open to questions from Members, I’ve got Moira, Leah and Alan and then I’ll take another three.

COUNCILLOR MOIRA MCLAUGHLIN
If it’s alright with you Chair, I’ll combine two of my questions in one go and make it a bit simpler. The first one is, is there capacity for forty children and there’s twenty-three there currently? Has that reduction so far, I mean I don’t quite know how to put this, Steve did allude to it before, if there’s fewer children there I imagine the establishment was reduced to accommodate the children or has the establishment, the staffing establishment I’m talking about not changed even though the numbers have reduced?

ANDREW ROBERTS
What err the staffing establishment reduced I think it was two years ago the funded places reduced from forty-five to forty.

COUNCILLOR MOIRA MCLAUGHLIN
Right, and over a period of time the numbers have reduced further what would happen then as there’s attrition, what would happen? How would that be dealt with?

ANDREW ROBERTS
That’s part of our ongoing discussion with the school and about how the budget issues have been, are dealt with.

COUNCILLOR MOIRA MCLAUGHLIN
OK, thank you very much. That’s the first one. The second one is I mean a couple of questions I asked about from Zoe and Rochelle were about confidence in the process at this point. I think, certainly I was dismayed to see the phrase in this report which was consultation on closure and it seemed to me in the first instance that it kind of preempts the outcome and I have been reassured by the Cabinet Member so far, well I’ve heard what the Cabinet Member said, I’m looking for more reassurance that this is a genuine open consultation and that options that are there, eight of them will be considered and the possibility is still there that other options that haven’t been considered to this point may emerge during the process. There’s those and I mean if you can reassure me of or do your best to reassure me that what the second part is how are you going to reassure parents now because they’ve lost a bit of confidence, well lost a lot of confidence in the process?

JULIA HASSALL
OK, by way of reassurance that we will have a very full and open and transparent consultation. I’ll just take a step back, take a step back. The advice I sought prior to embarking on this process was the local authority in these circumstances when we were considering the viability of the school would put forward a proposal to consult on closure. That is what is done, that is how it’s approached.

The intention is to consider every single option, that’s a that’s in the appendix and the eight options that are included there. When I met with the parents prior to Christmas, in a pre consultation meeting I was explaining how we reached a conclusion with a purely internal local authority looking at a number of options which was about us reaching first base to present a report to Cabinet saying that we needed to consult.

The consultation will take account of each and every one of those options, which we will undertake to revisit again and we will genuinely consider every single option that appears that we may not have considered so far.

COUNCILLOR STEVE FOULKES
OK, I did say I’ve got Leah and Alan. I think those two are … ok, sorry.

DAVID ARMSTRONG
Chair, just to add to that. Just for the benefit of the audience, I’m David Armstrong and Andrew Roberts is sitting to my left.

Just for the benefit of Members, I currently have some duties outside of the department particularly to do with assets and supporting the Chief Exec. I’m here as the Head of Service for the Children’s Department, clearly I have a responsibility about the school budgets and assets and other issues and obviously I have worked here for twenty-four years and know quite a bit about the school from that so clearly that’s why I’m here.

I think that the comments about the language are very fair and people have said the same thing to us when we did the five-year primary review because we have to follow national documentation and national procedures. If we used sort of a more informal process to begin with, a more informal language and then we changed to a very formal process part way through, people with some justification say well you did that to smoke and mirrors, ..ful language whatever.

The language is very cold. The only thing I can say to people is, that clearly if you look at the track record of when we did a very, very lengthy repetitive process of the primary review we brought forward proposals like this and we named the schools for closure and if you look at what we proposed over that period and if you look at the primary school landscape now, the two don’t match because sometimes our proposals were accepted after the consultation period, sometimes we were told to go away and start again and indeed there’s some schools I can think of one school where we proposed closure twice in two successive cycles and the school is still there and functioning normally so I hope, I know it’s difficult for people to believe us, I know the language is very cold but I think the proof is there that the process did work. There was consultation and the outcome was not predetermined. The outcomes were many and varied, at the end of the day we went from a hundred schools to ninety but it was a very different ten schools to the ones that were proposed unfortunately.

COUNCILLOR STEVE FOULKES
We’ve got Alan and then Leah.

COUNCILLOR ALAN BRIGHOUSE
Thank you for that, thanks Chair. The sort of sustainability of err Lyndale School has been in question for some time as I think we’ve heard tonight. Am I right and I accept what the Chair says, I don’t want to stray into the next part of the call in but is it the change in the Education Funding Agency’s funding arrangements that has actually prompted us into now looking at the school and looking at its viability or would we have done it anyway?

DAVID ARMSTRONG
I think it’s a key issue within the debate. If you take a very brief view. Local management of schools began in 1990, when massively big Council budgets were broken up and delegated to schools quite rightly and power was given to schools to spend that money and clearly I was here when that started.

The primary and secondary debate puts the money through a formula into the schools and what’s happened over the years when we first started we had hundreds of funding factors so some of those, because we didn’t, had a factor that if you had trees on the site you got more money through the formula or if you had a bigger, we had one for a long time where if you had a bigger building you got more money.

What’s happened in primary and secondary mainstream is that the whole thing over the twenty odd years has been streamlined down and streamlined down and streamlined down. You now have a very few factors which are reliant upon deprivation, but primarily pupil numbers.

If you’ve got somebody sitting on the seat you get the money, if you haven’t got somebody sitting on the seat you don’t and there’s a check mechanism the minimum funding guarantee but that’s the hard reality. What’s happened for many years is the special schools sat alongside that, they have a defined budget, a fixed budget but you were allowed to carry on funding by place rather than pupil but what’s happened is as local … of schools has been achieved and it’s not a criticism of the system, it’s where it was always going to end up over a long journey over twenty-five years.

The national changes bring the special sector into line, not quite the same, but they bring them into line with the primary and secondary situation hence this talk of place plus. So for the first time, we cannot fund all of it on the place we have to fund a substantial part of it on the pupil and what I’m doing and Mike and others are is that through the work of the secondary and special heads which is a tight-knit family of eleven, through Pat’s work, through Andrew’s work that family as a group for some time now that they will fund not … they’ll fund forty places even though there are twenty-three children there.

Clearly they do that at the expense of money that would otherwise go through the formula, go through .. with the schools and what we’re nervous of is is that a sustainable long-term position?

We’re also nervous that we’ve been able to decide that locally. Andrew’s been able to take reports to the Schools Forum, Pat’s been able to meet with the other heads, Andrew’s met with the heads, met with the governors and it’s all been ok. From next year we will have to seek an approval from the Education Funding Agency to fund those places. That made Andrew and I deeply nervous because we’ve had some experience of the national Educational Funding Agency where it appeared that when we had a problem the rules mattered more than the children.

We were heartened to meet with the EFA with local officers this week who said that he thought they would be mindful it was the power of, they would agree to but what we see is a local arrangement that we think would be some sort of dereliction of our duties if we didn’t say we don’t think that this is sustainable long-term and we have a changing national picture which for all the right reasons as I’ve … to us is changing that landscape and taking away some of the freedoms we’ve got. So in that context, yes it is a key issue.

COUNCILLOR ALAN BRIGHOUSE
Could I just do a … just to pick up on that the I fully appreciate the direction of travel and where we’re going but ultimately I would like to think that we’re making this decision because we’ve looked at it and we’ve decided that this is because ultimately we are responsible for public funds, that this is the right thing to do. Almost regardless of what the funding arrangements are suggesting because when I read the report it looks as though it’s all driven by the funding arrangements and not by the err by the, I will get to, my question is this.

COUNCILLOR STEVE FOULKES
You’re clearly straying into the next call in.

COUNCILLOR ALAN BRIGHOUSE
I know I am straying into the next call in, but I just it was because of I do think at the end it’s fundamental to the whole process. I just, what I really wanted, my question is this. Lyndale School is something special, we’ve heard that tonight. Would we as a Council put a price on that specialness?

(applause)

DAVID ARMSTRONG
I agree with you entirely that it’s very special. I came here in 1990 after being a primary school head and I remember going to the Clatterbridge site. I in fact did the bid in my youth to move them from Clatterbridge, the bid that brought in the grant to move the school from Clatterbridge to Lyndale.

I worked through the scheme that amalgamated ??? Juniors to release the site. So yeah it is a very special school but this is where we have a very difficult job to do. Do we just sit on our hands and say nothing and know an informal arrangement that has worked well for a few years, hasn’t got the resilience to carry on or do we come to you and do we say to the Director actually the landscape’s changing nationally, the numbers aren’t rising, we’re funding this place with empty places currently other schools are compliant with that but it’s a tight-knit family of heads that hasn’t had a lot of change. We have to put the issue on the table and say this is where it is. It’s nothing to do with the specialness of the school, the school is a very special place and we’ve all played a part in our little way, a very little way compared to what you’ve heard tonight in making it what it is.

(heckling)

COUNCILLOR STEVE FOULKES
Can I bring Leah in?

(heckling)

COUNCILLOR STEVE FOULKES
Sorry I’m bring Leah Fraser in ok, thank you.

COUNCILLOR LEAH FRASER
Thank you I’ve got two questions to Julia Hassall and two for David Armstrong. I don’t mind who answers them. Is that ok to ask all four? Right well I’ll ask them one by one.

I’m asking Julia this but as I say I don’t mind who answers it. I asked Andrew to send me some information via email as you know and that information was the complex learning need pupil numbers between 2004 and 2013 for five schools, Foxfield, Meadowside, Elleray Park, Lyndale and Stanley. Now, going through them in this order, I’m not going to go into a lot of detail, I’m just taking them one at a time.

Foxfield in 2004 had a hundred and twenty-seven and last year had a hundred and twenty-four. So they’ve stayed relatively the same. Meadowside seventy-eight, seventy-two, I’ll skip to Stanley eighty-eight ten years later eighty-nine. Elleray Park fifty in 2004, last year they had ninety-one so they’ve almost doubled by fifty percent. Lyndale was forty in 2004 and now it’s twenty-four so basically Lyndale’s halved and Elleray Park’s doubled.

Now also looking at these feel that this errm chart, each school takes children with PMLD so why when numbers are going down in Lyndale have children with PMLD been sent to say Elleray Park? Hasn’t somebody been keeping an eye on this, because it then from what Emma Howlett, was it Emma? Yeah I think it was Emma said that it’s the Council’s statement and it’s the Council that refer to where a child goes to school. So why have the Council allowed the numbers at Lyndale to halve over ten years? That’s my first question.

COUNCILLOR STEVE FOULKES
OK.

JULIA HASSALL
OK, Councillor Fraser, I’ll start but colleagues may want to come into that. The reason why numbers are what they are or changed over a period of time is parental choice.

(heckling)

So I’ve really looked into the issue that parents have raised with me that there’s been a subtext of diverting parents from one school to another and I’ve asked colleagues, I’ve researched how the statementing process works and the response I’ve received and I’ve looked at our admissions booklets and there is a very clear process set out and over a period of time these are choices that parents have made as part of the overall statementing process.

At this point in time, there are as you know three primary schools for children with complex learning difficulties, Stanley, Elleray Park and Lyndale. About a year ago an HMI (Her Majesty’s Inspector) was commissioned by the local authority to look at where the children with profound and multiple learning difficulties were being educated and they looked at the children who are being, there are some children with PMLD that are educated at Elleray Park School and with the larger number of children at the Lyndale School and they formed a view that individual Eric Craven formed a view that both settings could appropriately care for children with profound and multiple learning difficulties.

Stanley School has focused more on children on the autistic spectrum and currently don’t have children with profound and multiple learning difficulty but the view was both Elleray Park at that point and Lyndale could care for children with profound and complex needs and it was parents making choices about where there, which school their child attended.

COUNCILLOR LEAH FRASER
Thanks for that, just to follow up from that, Emma did say that she was only offered one school and there wasn’t a ??? . So you can’t chose something if you don’t know about it. If you’re not told about a school, you can’t actually choose it.

(applause)

COUNCILLOR LEAH FRASER
My second question..

JULIA HASSALL
Errm, Councillor Fraser, just

COUNCILLOR LEAH FRASER
Oh right sorry.

JULIA HASSALL
Sorry, just very briefly on that the three….

Continues at What did officers say about Lyndale School in reply to “how much money you would expect to get if you sold that land?”.

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Incredible: Wirral Council officer states to EFA that special schools’ minimum funding guarantee is “unaffordable”

Incredible: Wirral Council officer states to EFA that special schools’ minimum funding guarantee is “unaffordable”

Incredible: Wirral Council officer states to EFA that special schools’ minimum funding guarantee is “unaffordable”

                                    

Labour councillors at a public meeting of Wirral Council's Coordinating Committee vote to consult on closing Lyndale School (27th February 2014)

Labour councillors at a public meeting of Wirral Council’s Coordinating Committee vote to consult on closing Lyndale School (27th February 2014)

I received a response yesterday from the Education Funding Agency to my Freedom of Information Act request about Wirral Council’s application for an exemption from the minimum funding guarantee (that was later withdrawn).

Wirral Council assumed it would make a successful application for an exemption from the 98.5% minimum funding guarantee. This was what led to the predicted shortfall in Lyndale School’s budget of £72,000 for 2014/15. This application was later withdrawn (before the Education Funding Agency reached a decision on it) which led to Lyndale School’s financial forecast for 2014/15 changing from a deficit to a surplus.

The detail of the rationale behind the application is interesting though and is included below. It seems to it was emailed to the Education Funding Agency by an Andrew Roberts (Senior Manager, School Funding & Resources). The date of the email isn’t included, however I’ve submitted an internal review request for that too.

What’s interesting is that it in the application Andrew Roberts states “However proposals include a contingency fund to financially support any specialist provision that may experience financial difficulties.” However at the Coordinating Committee meeting of the 27th February the eight Labour councillors voted against an amendment (six voted for the amendment who were the Lib Dem councillor, five Conservative councillors and the parent governor rep) proposed and seconded by the Conservative councillors that was “We would like to seek assurance that the required contingency funding is in place to top up the special educational funding to ensure that the level of funding required for the best care and education is provided for all children.”

Wirral Council’s Andrew Roberts also states “Without capping the MFG (minimum funding guarantee) costs an additional £800,000 which would be unaffordable, whilst capping would defer the introduction of the new top-up structure.”

This however seems to contradict what Surjit Tour stated at Budget Cabinet on the 12th February 2014 in his advice to Cabinet deciding on their recommendation to Council for the Schools Budget for 2014/15 (I’ve underlined the relevant section of what Surjit Tour said) which was

“Queries have been raised with regards to whether there is an impact on the outstanding call in, in relation to the Schools Budget which may have a direct impact.

One of them in particular is the proposals for changes to the school’s top up payments for schools with high needs. Members will be aware that the matter is to be considered by the Policy and Performance Coordinating Committee on the 27th February. The position with regards to the proposed Schools Budget is that it includes a contingency provision and that provision is considered sufficient to meet any potential financial implications that may arise as a result of the forthcoming call in hearing and therefore you can agree the, the proposed budget is both sufficient and sufficiently flexible to address any potential implications that may arise and that therefore means that the budget can be proposed to Council forthwith.”

The contingency referred to was for £908,900. At this point you might point out that £908,900 is more than enough to cover the £800,000 extra needed by the minimum funding guarantee. However if you read this report to the Wirral Schools Forum meeting of the 22nd January 2014 it states what the £908,900 contingency is planned to be used for and I quote:

Contingency. The contingency identified of £908,900 is required to cover the potential costs of:

  • Adjustments with the EFA for post 16 students. There are ongoing discussions about the costs of mainstream school and academy High Needs places (£6,000 per place) which potentially will cost £372,000
  • Any unforeseen consequences arising from the implementation and review of High Needs Top Ups.
  • Unfunded growth in place numbers – there has been a small net increase in the planned number of High Needs places
  • Any mismatch between places identified with providers and places taken up.
  • Inflationary pressures within Non Maintained Special Schools.
  • Uncertainty about the overall statement numbers

So with Wirral Council officers stating that funding Lyndale School is first “unaffordable”, then another officer stating that “provision is considered sufficient to meet any potential financial implications” is it any wonder that people are confused on this point?

The minutes of the Coordinating Committee deciding the call in state “The Committee noted that the minimum funding guarantee was now more affordable, therefore the application for an exemption from this requirement had been withdrawn.”

How can it be “more affordable” though? Has the designation of what the contingency fund to be used for changed from what was agreed by the Wirral Schools Forum in January (as outlined above) to a decision behind the scenes to withdraw the minimum funding guarantee exemption application and use the contingency to fund the minimum funding guarantee? Is the reason why funding is no longer mentioned with regards to Lyndale School because officers stated (at different times) that it was both affordable and unaffordable (and as the underlying budget hasn’t changed both positions can’t both be accurate can they)?

Wirral Council’s Julia Hassall now says that the consultation on closing Lyndale School is because of pupil numbers as there are twenty-three children at the school which has a capacity for forty. Following the review by Eric Craven there was a reduction in the planned admission number for Lyndale School last year from forty-five to forty. I’m sure Wirral Council (if it wanted to) could reduce the planned admission number at Lyndale School for future years to a lower number such as thirty or twenty-five.

Wirral Council’s policy on the admission arrangements for primary schools for 2015-16 was agreed by Cabinet last Thursday. In it it states at “3.5 Special Needs. All schools will be required to admit a pupil with a Statement of Special Educational Needs naming the school.”

Therefore if Wirral Council started naming Lyndale School in SEN statements, rather than sending more pupils to oversubscribed special schools such as Elleray Park (currently with 91 pupils and 80 places) wouldn’t this help increase numbers at Lyndale towards its place figure of forty?

What’s interesting is that money was put in the budget for next year to increase the numbers of places at Elleray Park by ten. So why can’t Wirral Council agree to reduce the number of places at Lyndale School by ten?

Below is Wirral Council’s application (later withdrawn) from Andrew Roberts for an exemption from the minimum funding guarantee which guarantees that schools receive at least 98.5% of the money they received the previous year.
——————————————————————————————————-

This letter is requesting exemption from the requirement for an SEN MFG included within the 2014 – 2015 DSG additional conditions of grant. Paragraph g “In deciding on top up funding rates for the pupils it will place in special schools …. and the total number and type of places received the same in the 2 financial years the school or Academy budget would receive by no more than 1.5% in cash between 2013 – 2014 and 2014 – 2015.”

Over the past 12 months a Schools Forum SEN finance group has met to develop proposals for high needs funding and particularly to agree a banded approach for specialist SEN provision.

A banded system (with 5 bands) was developed taking account of a number of issues:

  • The need for stability
  • The fluctuation arising from part year places and the need to have places available.
  • To take account of the increasing demands and population with social communication needs and to recognise the resource intensive nature of provision for children with profound and multiple learning difficulties.

These 5 bands have also been applied to SEN resourced base provision in mainstream schools and academies. The bands used take account of the same needs identified within Wirral’s 11 special schools and in addition gives an equivalent level of funding for each child.

Changes of this nature will result in movement of resources and a number of schools will as a result receive more funding and others will receive less. However proposals include a contingency fund to financially support any specialist provision that may experience financial difficulties.

The SEN top up proposals were subject to a full consultation with all schools and providers in Wirral, commencing on 3rd July and closing on 18th October. The consultation papers included an illustration for each school of the funding a school might receive using current numbers and numbers at capacity, compared with the level of funding provided in 2013 – 2014. In addition there has been a series of meetings with schools to discuss the changes suggested.

24 responses were received including 10 out of 11 special schools and 6 out of 14 school SEN resource bases. Overall the responses were supportive and in favour of the local authority’s proposals.

Since the consultation was launched schools were asked a supplementary question about views on seeking an exemption from the requirement for an SEN MFG. This approach has been adopted because the MFG will not work with the new top up bands. Without capping the MFG costs an additional £800,000 which would be unaffordable, whilst capping would defer the introduction of the new top-up structure.

Schools were asked for their preferences based on a table illustrating:

No MFG (7)
An Average MFG (phased over 3 years) (5)
A full MFG (0)
The responses are shown in brackets above.

This issue was discussed at the Schools Forum meeting on 13th November 2013. The recommendation from the forum was “That Forum supports an application to the EFA for an exemption from the requirement to use an MFG (Option 1) on Top Ups for 2014 – 2015, and failing that Forum request the EFA agree the use of an average MFG (Option 2)”

A number of papers are attached to this e-mail including:

School Forum Agenda from 13 November 2013:
Element 3 Top up funding arrangements for pupils with high needs (SEN) and for pupils attending Alternative Provision. (This report includes the consultation paper and letter to schools about the MFG)
An extract from the Schools Forum minutes

Please let me know if you would like further details.

I look forward to hearing from you

Yours sincerely

Andrew Roberts signature

Andrew Roberts
Senior Manager – School Funding & Resources
Children and Young People’s Department
Wirral Council
Tel: 0151 666 4249
Fax: 0151 666 4338
andrewroberts@wirral.gov.uk

Visit our website: www.wirral.gov.uk

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Strange: Why proceed with a consultation on closing Lyndale School when the reason for closing it no longer exists?

Strange: Why proceed with a consultation on closing Lyndale School when the reason for closing it no longer exists?

Strange: Why proceed with a consultation on closing Lyndale School when the reason for closing it no longer exists?

                                         

The Cheshire Cat from Disney's Alice in Wonderland (the 1951 version)
The Cheshire Cat from Disney’s Alice in Wonderland (the 1951 version) which seemed about the only image that seemed ideal for this story about Lyndale School and Wirral Council

First, if you’ve been away on holiday the past two months a recap on what’s happened so far in a saga that’s seems to quickly becoming as complicated as the plot to the Lord of the Rings.

It starts with a proposal to Wirral Council’s Cabinet by Wirral Council officers to consult on closing Lyndale School. At the same meeting Wirral Council’s officers also proposed introducing a new system for funding “high needs” students where from 2014-15 extra funding to schools would be determined by which one of five bands that school’s pupils were categorised as being in. There was an emotional plea made to councillors on the Cabinet by Dawn Hughes (who has a child at the school) not to agree to consult on closure of Lyndale School (which was reported on this blog). However Labour councillors on Wirral Council’s Cabinet decided to both agree to consult on closing Lyndale School and also the banding proposals too.

It’s important at this stage to state the reasons given back in January for consulting on closing Lyndale School by Wirral Council officers, which are detailed both in the minutes and the report.

Here are some quotes from the report (although at this point in time some of these purported facts have been found to be factually incorrect).

“The closure of the Lyndale School is proposed for consideration because the viability of the school is compromised by its small size and falling roll, which both contribute to a difficult financial position.”

“In 2013-14 the school has set a budget for the year based on School Funding of £761,733 with a small deficit of £3,647. This was achieved using all accumulated balances brought forward of £51,707. The latest position indicates there will be deficit at the year end of £15,667. This has resulted from changes in staff costs and support services.”

“In 2014-15 the school forecast, before any corrective action, is that there would be a deficit of £72,000. This deficit has the potential to increase to in excess of £232,000 based on the numbers of children currently on the school roll.”

“This means that for 2014-15 the shortfall the school may experience will be approximately £72,000 for the year based on the number currently on school roll. This is approximately 9% of their budget.”

What this report in January didn’t mention at all (which was a pretty glaring omission at the time although a report to the same meeting did mention it but that other report didn’t specifically refer to Lyndale School) was this was all dependent on the assumption that Wirral Council would have its application to the government that the minimum funding guarantee of 98.5% wouldn’t apply to it approved. The minimum funding guarantee is a legal requirement on Wirral Council found in Regulation 19 of The School and Early Years Finance (England) Regulations 2013 not to reduce funding to a school for its 2014-15 financial year (based on its 2013-14 budget allocation) by more than 1.5%. However the regulations allow the Secretary of State for Education to agree to requests from local councils to a different minimum funding guarantee.

Wirral Council did at some point make an application to the Education Funding Agency for the minimum funding guarantee of 98.5% not to apply to it in 2014-15 (although I’m waiting for this Freedom of Information Act request to the Education Funding Agency to be answered as to the details on that). On the 27th January 2014 Cllrs Tom Harney, Phil Gilchrist, Jeff Green, Ian Lewis, Cherry Povall and Pat Williams called in the two Cabinet decisions.

These two decisions then went to the Coordinating Committee meeting of the 5th February 2014 to be looked at again. However the Coordinating Committee didn’t have the required parent governor representatives and Diocesan Body representatives that they were required by legislation to have when making decisions on educational (or school) related matters. So the meeting of 5th February 2014 was adjourned and a recommendation made to the Council meeting on the 25th February 2014 so that the parent governor representatives and Diocesan body representatives could be added to the Coordinating Committee. This was agreed at a meeting of the full Council on the 25th February 2014.

While all this was going on, the Cabinet made its recommendation on the 2014-15 Schools Budget to Council on the 12th February 2014 and Council agreed the Schools Budget on the 25th February 2014 (including matters that were yet to be decided because of the adjourned Coordinating Committee meeting). The issue of the upcoming call ins was raised at the Cabinet meeting and councillors were told that there was a contingency (of £908,900) included as part of the Schools Budget which would mean that whatever the outcome of the call ins were that it could still be funded.

On the 27th February the Coordinating Committee met again to consider the two call ins on the decision to consult on closing Lyndale School and the banding proposals.

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Video of the Coordinating Committee on the 27th February to consider the Lyndale School consultation closure call in (adjourned from the Coordinating Committee on the 5th Feburary).

On both matters the draft minutes state that a majority of the councillors plus the parent governor representative present who had a vote, voted to uphold the original Cabinet decisions. It’s worth pointing out that on the Lyndale School closure consultation decision the Conservative councillors proposed instead a review (which was voted against by nine votes to six). On the banding proposals the Conservative councillors proposed the following motion “We would like to seek assurance that the required contingency funding is in place to top up the special educational funding to ensure that the level of funding required for the best care and education is provided for all children” (which was lost by seven votes for the motion and eight against).

The votes on the Labour councillor’s recommendations to uphold the two original Labour Cabinet decisions were on the Lyndale School consultation closure decision nine votes to six (the Labour councillors plus the Lib Dem councillor Cllr Alan Brighouse voted in favour of a consultation on closure whereas the Conservative councillors and parent governor representative voted against). The vote on a recommendation by Labour councillors to uphold the Labour Cabinet decision on the banding proposals was won by a narrower margin of eight votes to seven (the Labour councillors voted for it with the Lib Dem councillor, Conservatives and parent governor representative being opposed to it).

So, what’s new? Well unfortunately I had to go (and as the first call in on consulting closing Lyndale School had taken three and half hours had run out of tape anyway) after the first decision over the Lyndale School closure consultation decision. So I’ve only found out what happened at the second part of the meeting by reading the draft minutes of that meeting were available at last Thursday’s Cabinet meeting.

Here is what the draft minutes state about the minimum funding guarantee. My comments are in italics underneath.

The first quote is about the explanation of the banding proposals decision by the Cabinet Member Cllr Tony Smith.

“Basically, the report had dealt with the banding model and informed how top ups would be made. The Committee noted that the minimum funding guarantee was now more affordable, therefore the application for an exemption from this requirement had been withdrawn.”

Well that’s a revelation isn’t it? When did Wirral Council withdraw its application for an exemption from the minimum funding requirement? The minimum funding guarantee was always “affordable” as there was a contingency (in case the application for a minimum funding guarantee exemption was turned down of £908,900). Wirral Council also gets for 2014-15 an Special Educational Needs Reform Grant of £364,135 (see here for the details) which according to the letter linked to the government state that Wirral Council can “choose how to spend the money in order to best meet local need”.

Then this in the draft minutes from the evidence of the Vice-Chair of Governors at Lyndale School (and Chair of their Finance Committee) Ian Harrison.

“Mr Harrison informed that the Lyndale School now had a surplus forecast for 2013/14. It was going to get the minimum funding guarantee. There would be a small surplus in 2014/15.”

So if the original reason for consulting on closing Lyndale School was that an officer (or officers) at Wirral Council thought it wouldn’t have enough money, but the minimum funding guarantee exemption request has been withdrawn so that Lyndale School is now projecting a surplus (at least for 2014/15), why is Wirral Council going to the trouble of a twelve week consultation on closing the school?

“Members then asked Mr Harrison some questions which he answered as appropriate. It was noted that:

  • The Cabinet had received an early estimate rather than one at the end of the period when it would have been more realistic.”

Perhaps councillors were too polite to suggest that the Cabinet had based their decision on an estimate based on an assumption about the minimum funding guarantee (that is that the assumption that it would be approved and not withdrawn) which turned out not to be the case.

  • None of the special schools agreed with the formula that had been approved.

There are eleven special schools on Wirral (Hayfield, Clare Mount, Orrets Meadow, Gilbrook, Stanley, Elleray, Lyndale, Foxfield, Meadowside and Kilgarth). The 2014-15 budgets for each special school would have each been affected by the banding proposals. Had the minimum funding guarantee exemption application not been withdrawn, other schools could have been facing deficits (although Lyndale was the school most affected). The motion that was agreed on this item is stated in the draft minutes as “That the Committee upholds the Cabinet’s decision and it be ensured that consultation is meaningful, informed and transparent”. This is very unclear. Does that mean there’s going to be a consultation on the banding proposals or is it referring to the consultation to close Lyndale School?

So to summarise, Wirral Council officers thought there would be a large deficit in Lyndale School’s budget so recommended to the Cabinet that they should consult on closing the school. This decision was called in and during the call in it was discovered that Wirral Council’s application for an exemption from the minimum funding guarantee had been withdrawn. So now there’s a legal requirement that Lyndale School will get at least 98.5% of the amount they got in the previous year. As Lyndale School had looked into reducing costs of non teaching staff to reduce the original estimated large deficit, they now estimate a small surplus in their budget for 2014/15.

However Wirral Council is still going to carry out a twelve week consultation on closing the school based on an estimated deficit in Lyndale School’s budget that now can’t happen because the minimum funding guarantee of 98.5% is a legal requirement on Wirral Council.

How much is such a consultation, based on a guesstimate by officers (which ended up being wrong) going to cost? Bearing in mind the above, is it any wonder that people get confused by Wirral Council’s decision-making and politics? Am I missing something vital or is everything I’ve stated here correct?

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Thirteen questions answered about the Lyndale School closure call ins

Thirteen questions answered about the Lyndale School closure call ins

Thirteen questions answered about the Lyndale School closure call ins

                            

Labour's Cllr Tony Smith (Cabinet Member for Children and Family Services) explains at a Wirral Council Cabinet meeting why he thinks the Cabinet should agree to consultation on closure of Lyndale School
Labour’s Cllr Tony Smith (Cabinet Member for Children and Family Services) explaining at a Wirral Council Cabinet meeting in January why he thinks the Cabinet should agree to consultation on closure of Lyndale School

Q. So what are the decisions that are being called-in?

There are two decisions that have been called in. The first is Cabinet’s decision of the 16th January to consult on closure of Lyndale School. The second is is a decision made at the same Cabinet meeting to change how much schools are paid for people with high needs.

Q. So if the decision called in was taken in mid-January why hasn’t the call in been decided yet?

Well the reasons are a little complicated. When the new constitution was approved last year, instead of all call ins going to the whichever scrutiny committee was relevant to the call in, the system was changed so that all call ins go to the Coordinating Committee. However there was a legal requirement on Wirral Council when considering educational matters to have extra voting representatives on the committee making the decision (between two and five parent governor representatives and one representing each of the diocesan bodies). The Coordinating Committee didn’t have such representation and due to the way the constitution is written, only Council can co opt people onto committees, so the meeting got adjourned to the 27th February so that the Council meeting on the 25th February could co-opt the relevant people.

Q. What exactly is a call in?

If six (or more) councillors disagree with a decision, they can request another committee look at it to see if it needs to be changed. Once a decision is called in, nothing further is done about it until the call in committee have reached a decision. That committee can then either uphold the original decision or make a recommendation back to the original decision making body that a different decision is reached.

Q. So what are the reasons why consulting on closing Lyndale School was called in?

Well the lead signatory to the call in (Cllr Tom Harney) has listed the following reasons:

“The Cabinet were not given the full information to make a decision

  • The category of Complex Learning Difficulties (CLD) includes children with Profound and Multiple Learning Difficulties (PMLD) and children on the Autistic Spectrum. Their needs are different. This is not made clear.
  • The School has been in discussion with the LA about its future for 8 years. The uncertainty has caused some parents to send their children elsewhere.
  • The educational needs of the children are not analysed.
  • In paragraph 2.8, the LA admits they have failed to consider the funding of the school over past years. The funding arrangements are, in reality, in the hands of the LA and, in fact, were agreed at the same time as this proposal.
  • The argument about overheads ignores the present discussions between the LA and Governors about reducing overheads.
  • Table 2 does not discuss the different nature of the intakes of the 3 schools. This is misleading.
  • The work done by Eric Craven on behalf of the LA looking at the needs of the PMLD pupils at the Lyndale and other schools has never been referred to.
  • The resolution of the Council of February 14 2010 and the work done by the LA following this have not been referred to, not even mentioned. This should have formed the context for the present decision.

So what does that all mean in plain English?

  • There are kids who are autistic at the schools that the children from Lyndale School would be moved to if it was closed. The kind of support each group of kids need is different.
  • As parents know Wirral Council have been threatening to close Lyndale School for a number of years, they have chosen to send their children elsewhere as they wouldn’t want their education disrupted if the school closed.
  • I think Cllr Harney is referring to the report being mainly about money. When closure proposals are considered, whoever is making the decision (in this case the Cabinet) has to (its a legal requirement) take notice of guidance issued by the government on making such decisions. Part of this guidance is something referred to as the “SEN Improvement Test”. Put in a nutshell the SEN Improvement Test means if a special school is closed then those children who are affected by its closure and transferred to other schools have to receive an education at those new schools that is equivalent to or better than the education they got at their previous school. The parents of children at Lyndale School disagree that this would be the case.
  • Each year Wirral Council receives a ring fenced grant for education from the government. For 2014/15 Wirral Council will receive just over £240 million. It’s down to the politicians to agree a policy as how this money is divided up each year. Cllr Harney is also referring to the other policy decision that was called in which determines how much money special schools receive for people who have high needs.
  • Overheads refers to the fixed costs of running the school.
  • Table 2 refers to the average cost per a pupil at five schools (Elleray Park, Foxfield, Lyndale, Meadowside and Stanley). Each special school has a different sets of pupils with different needs, therefore different staffing requirements (and overheads). Comparisons on a raw cost of cost per pupil therefore don’t take into account that each child is different, the cost of supporting each child will be different and also that at Lyndale School there are a number of children with medical needs that leads to increased costs.
  • I’m sure Cllr Harney will explain what this refers to on the 27th February.
  • On the 14th February 2011, Council received a petition of 1,874 signatures asking the Council to “develop, as a matter of urgency, a consistent and coherent policy for children with profound and multiple learning difficulties.” Council agreed the following resolution “That the Council initiates, as a matter of urgency, a thorough review of the current provision for children and young people with profound and multiple learning difficulties (PMLD) on Wirral. The review will produce a comprehensive policy regarding the best ways to educate, support and care for these children and young people including transition from and provision during life beyond school. Parents will be fully involved in the planning and writing of this policy. This review will be presented to Cabinet by the end of 2011.”

    This review came back to Cabinet in January 2012. It had eleven recommendations, all eleven were agreed by the Cabinet.

Q. So what are the reasons why the decision on how money is allocated to special schools called in?

The reasons given were

  • The banding proposals (para 2.7) are not based on a clear costing of the needs of the children.
  • In particular, the needs of the children with profound and multiple learning difficulties should be quantified.
  • There is a clear need for one to one in terms of adult presence for many of the children. There is also a need for teaching and other staff. These are in addition to the running costs of the school.
  • In the case of the Lyndale, the funding proposals will result in the closure of the school. This has not been made clear in the paper.

So (again) what does that all mean in plain English?

  • The report and its appendices on banding proposals can be read on Wirral Council’s website. Each child would be placed into one of five bands. Each special school would get £10,000 + an amount depending on which band the child was in. These extra amounts range from band one (approximately an extra £1,000) to band five (an extra £16,000+). The band for the children with the highest needs assumes a staff ratio of 1:6 plus two teaching assistants, plus medical support. Lyndale School has children that would be placed in the new bands three to five (£17,000 to £26,000+ per pupil).
  • Some of the children at Lyndale School require a staffing ratio of one to one. Even if these children were in band five (the highest band), the money that Lyndale school received under the new policy wouldn’t Lyndale School’s costs. Although there is flexibility in band five, Lyndale School’s average cost per pupil in 2012-13 was £33,105.
  • If the banding proposals were adopted it would lead to a shortfall in Lyndale School’s budget of £72,000, getting worse in future years which would lead to the school closing.

So what about the minimum funding guarantee that means that Wirral Council can’t reduce the funding to schools by more than 1.5% compared to last year?

Wirral Council have applied to the Education Funding Agency for an exemption from the minimum funding guarantee which would guarantee schools receive at least 98.5% of what they received last year. The outcome of Wirral Council’s application is at the time of writing unknown.

What about the special schools contingency of £908,900?

Some of the contingency could be used to fund Lyndale School’s deficit in 2014-15. However, Lyndale School’s deficit is predicted to be larger in 2015-16 than in 2014-15. If the banding policy is agreed, it’ll lead to the closure of Lyndale School at some point in the future.

What about the SEN (Special Educational Needs) underspend in 2013-14 of £500,000?

Some of the SEN (Special Educational Needs) underspend could be used to fund Lyndale School’s deficit in 2014-15. However, an underspend in the SEN budget can’t be guaranteed for next year and a more long-term solution is needed.

What about the petition against closure of Lyndale School?

The petition (at the time of writing) is of 6,407 signatures against closure of Lyndale School.

Who will decide the call ins?

There are fifteen councillors on the Coordinating Committee who are Cllr Steve Foulkes (Chair (Labour)), Cllr John Salter (Labour), Cllr Jean Stapleton (Labour), Cllr Moira McLaughlin (Labour), Cllr Denise Realey (Labour), Cllr Pat Glasman (Labour), Cllr Paul Doughty (Labour), Cllr Bernie Mooney (Labour), Cllr Denise Roberts (Labour), Cllr Alan Brighouse (Liberal Democrat), Cllr Leah Fraser (Conservative), Cllr Adam Sykes (Conservative), Cllr David Elderton (Conservative), Cllr Wendy Clements (Conservative) and Cllr Andrew Hodson (Conservative). Their contact details can be found on Wirral Council’s website.

In addition to these fifteen, there are a further three with voting rights who are Mrs H Shoebridge (parent governor representative), Mrs Nicola Smith (parent governor representative) and Damien Cunningham (representing the Roman Catholic Diocese of Shrewsbury). At the time of writing the Diocese of Chester (Church of England) haven’t made a nomination to the committee.

If the Labour councillors (9) voted to uphold the Labour Cabinet’s decisions and the other councillors (6), parent governor representatives (2) and Damien Cunningham voted against it would be a tied 9:9 vote. If that was the case the Chair Cllr Steve Foulkes would have a casting vote.

Are there any more points?

Closing down a school they may have been at for years and moving them elsewhere to a different place, with different staff and different pupils would be very difficult and traumatic for them (and their parents) to cope with. If the school closed and the children would lose staff that had spent many years learning what their needs were. Some of the parents have said if the school is closed they will home school their children instead.

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Incredible: Lyndale School call in causes second constitutional crisis for Wirral Council!

Incredible: Lyndale School call in causes second constitutional crisis for Wirral Council!

Incredible: Lyndale School call in causes second constitutional crisis for Wirral Council!

                            

Labour's Cllr Tony Smith (Cabinet Member for Children and Family Services) explains at a Wirral Council Cabinet meeting why he thinks the Cabinet should agree to consultation on closure of Lyndale School
Labour’s Cllr Tony Smith (Cabinet Member for Children and Family Services) explaining at a Wirral Council Cabinet meeting why he thinks the Cabinet should agree to consultation on closure of Lyndale School

This is a rather complicated saga, so it’s best to go back to the beginning and have a recap of what’s happened so far in chronological order. Way back on the 16th January despite an emotional plea from a parent, the Labour Cabinet decided to consult on closing Lyndale School. At the same meeting the same Cabinet also decided to agree to change how they divide up funding for pupils at special schools (which has an effect on Lyndale School).

On the 20th January I wrote a blog post headlined “Was the Wirral Council Cabinet decision to consult on closing Lyndale School lawful?” which included two polls. The first poll asked readers if they thought the decision was lawful (so far 92.31% think it wasn’t and 7.69% that it was) as well as a second poll on whether the decision should be called in (75% voted yes, 25% voted no).

The two decisions were then called in by councillors. The decision to consult on closing Lyndale was called in by Cllr Tom Harney, Cllr Phil Gilchrist, Cllr Jeff Green, Cllr Ian Lewis, Cllr Cherry Povall and Cllr Pat Williams. The decision on allocating funding (called proposals for change to school top up payments for students with high needs) was also called in by the same six councillors.

A meeting of the Coordinating Committee was arranged to consider the call in which prompted a blog post titled Is the Lyndale School call in going to the wrong Wirral Council Committee? along with another poll that asked whether it should be decided by the Coordinating Committee or the Families and Wellbeing Policy and Performance Committee along with another poll in which 100% voted that it should be decided by the Families and Wellbeing Policy and Performance Committee.

I wrote a further blog post on the 4th February headlined The Reasons why Wirral Council’s Lyndale School call in is being delayed. Councillors on the Coordinating Committee met on the 5th February (covered in “When is a call in meeting not a call in meeting? When it’s adjourned…”) and agreed a recommendation to adjourn the call in meeting to the 27th February until after the Council meeting on the 25th so that Council could co-opt the necessary parent governor representatives and Diocesan body representatives onto the Coordinating Committee.

At this point it’s worth pointing out what it states in Wirral Council’s constitution on call ins (it’s at 35 (3)(b) (page 138) if you wish to check this out for yourself) “(b) The relevant Chief Officer and all members will be notified of a call-in immediately and no action will be taken to implement the decision until the call-in procedure has been completed. A decision of the Cabinet, a committee of the Cabinet or individual Cabinet member may be called in only once.”

I’ve added some underlining to emphasise the bit “no action will be taken to implement the decision until the call-in procedure has been completed”.

However agenda item seven for tomorrow’s Cabinet meeting has an agenda item “Schools Budget 2014/15”, which is officer’s recommendation to Cabinet for the schools budget which will then be recommended to Budget Council on the 25th February.

At 4.3.5 of the report to Cabinet it states the following:

4.3.5 High Needs Block

The make up of this block is complex. It is based on the “place plus” system introduced by the DfE [Department for Education] from April 2013 and includes:

  • Special schools (pre and post 16), school bases and independent non-maintained special schools. All receive a base level funding of £10,000 per place following agreement of place numbers with the Education Funding Agency (EFA).
  • Alternative Provision Bases and WASP. This provision is funded at £8,000 per place.
  • Additional funding over and above that provided for places will be paid in the form of “top ups”. These will be provided on a per pupil basis. The top up, or “plus” element of funding, is based on the agreed assessed needs of pupils and is paid by the “commissioner” responsible; this may be Wirral Children’s Services, a school or another Local Authority. In 2014/15 it is anticipated that a new banded top up system (with 5 bands) will be introduced and will be used to allocate funding to special schools, resourced based and alternative provision.
  • The costs of all education and training for post 16 specialist and LLDD provision (top ups) to colleges and private providers.
  • The Hospital Schools budget

Compare the above to the report titled Proposals for Changes to School Top Up Payments for Students with High Needs which went to be decided by Cabinet on the 16th January, resulted in Cabinet agreeing the proposals and was then called in (quoted below).

2.2 “with each school receiving an amount of £10,000 per place and an additional top up based on individual pupil needs.”

2.4 “Top Up funding (ie the “Plus” element) reflects the additional support costs in excess of place funding for individual pupils and students and takes into account factors such as the pupils individual needs and facilities / support provided.”

“This is a significant piece of work that has been undertaken with Wirral’s Schools Forum’s SEN Finance Steering Group, the outcome of which has resulted in a banded approach to top ups for:”

“Students in post 16 provision with element three costs; Further Education Colleges, Sixth Forms and Independent Specialist Providers (ISP);

Basically the proposals mean the same (but written with slightly different words). If these recommendations from officers on the Schools Budget for 2014/15 are agreed by Cabinet, it will become recommendations to Budget Council on the 25th February (and recommendations to Council can’t be called in). If that’s the case then the call in decision by the Coordinating Committee on the 27th February on the top up payments for students with high needs becomes a fait accompli as the decision on the Schools Budget for 2014/15 will have been made already by Council on the 25th February.

I pointed this out by email to the Cabinet Member (Cllr Tony Smith), Cllr Phil Davies (who chairs Cabinet meetings), the Chair and spokespersons on the Coordinating Committee, the councillors who called in the decisions, Surjit Tour (Wirral Council’s Monitoring Officer), Graham Burgess (Chief Executive who has a role in the call in process) and Andrew Roberts (the officer who wrote the report to Cabinet) which outlined what had happened and contained the following four questions.

I know there is a reserve Budget meeting set aside for the 4th March. Therefore my questions are:

1) Would it not be better to consider the schools budget on the 4th March as by this time the decisions reached by the call in meeting on the 27th February will be known?

2) Bearing in mind the constitutional requirement that “no action will be taken to implement the decision until the call-in procedure has been completed” can either the Cabinet on Wednesday recommend a schools budget (when an element of that budget being proposed has been called in) or Council on the 25th February decide on a schools budget (for the same reasons) without being accused of making a decision in breach of Wirral’s constitution?

3) If the schools budget is to be decided on the 4th March, will an extra Cabinet meeting be required between the 27th February and the 4th March to consider any recommendations arising from the call in
meeting?

and

4) In order for these decisions to be made according to Wirral Council’s constitution does this require the budget council procedure (agreed by Cabinet on the 16th January) to be altered so that the
schools budget is dealt with as a separate matter to the rest of the Budget?

Thank you for taking the time to read this, I look forward to either hearing a response to these questions at Wednesday’s Cabinet meeting or receiving a formal response by email before then.

So far I’ve received responses from two councillors. One just stated “Thank you for the information”, the reply from the other councillor stated that they’d follow up my query with the report author Andrew Roberts.

So what’s really going on? The line written in the report “In 2014/15 it is anticipated that a new banded top up system (with 5 bands) will be introduced and will be used to allocate funding to special schools, resourced based and alternative provision.” makes it sound like the outcome of the call in is being predicted by an officer before it’s even taken place! So what’s really going on? Does anybody really know or is this just the uniquely strange and peculiar way that Wirral Council makes decisions?

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