Agenda

Schools Forum
Thursday, 23rd May, 2019 4.30 pm

Venue: Aquinas College, Nangreave Road, Stockport, SK2 6TH

Contact: Democratic Services 

Items
No. Item

1.

Welcome and Introductions

2.

Apologies for Absence/Substitutions

To report any apologies for absence or substitutions.

3.

Recording of Any Observers

To record any observers present.

4.

Minutes pdf icon PDF 65 KB

To approve as a correct record the Minutes of the meeting held on 21 March 2019.

5.

Matters Arising

To discuss any matters arising.

6.

Executive Summary pdf icon PDF 60 KB

To consider a report of the Borough Treasurer.

 

The report provides Schools’ Forum members with an executive summary report of the business matters included on the main agenda.

 

Schools’ Forum is recommended to note the executive summary and offer any views, comments and feedback to be considered for future executive summary reports.

 

Officer contact: Peter Hughes on 0161 474 3947 or email: peter.hughes@stockport.gov.uk

 

7.

School Places

To consider a report of the Borough Treasurer.

8.

SEN External Placement Monitoring pdf icon PDF 64 KB

To consider a report of the Director of Education.

 

The report provides Schools’ Forum members with information around how Stockport Council monitors specialist school placements in non-maintained, independent and out of borough special schools.

 

Schools’ Forum Members are requested to note the report and offer any comments.

 

Officer contact: Cathy Lyall on 474 4463 or email: cathy.lyall@stockport.gov.uk

 

9.

DSG 2018/19 Final Outturn pdf icon PDF 69 KB

To consider a report of the Borough Treasurer.

 

The report provides Schools’ Forum members with detail of the final 2018/19 Total Schools’ Budget reported outturn position.

 

Schools Forum Members are requested to note the report and offer any comments.

 

Officer contact: Peter Hughes on 0161 474 3947 or email: peter.hughes@stockport.gov.uk

 

 

10.

DSG Review Update pdf icon PDF 76 KB

To consider a report of the Borough Treasurer.

 

The report updates Schools’ Forum members with the latest plans/developments to address the DSG budget sustainability issues specifically relating to the high needs block via the DSG Review Group.

 

Schools Forum Members are requested to note the report and offer any comments.

 

Officer contact: Peter Hughes on 0161 474 3947 or email: peter.hughes@stockport.gov.uk

11.

School Insurance Schemes 2018/19 Outturn pdf icon PDF 90 KB

To consider a report of the Borough Treasurer

The report provides Schools’ Forum members with an update on the level of school reserves held in relation to insurance schemes that are administered by the Local Authority (LA).

The report also provides an opportunity to discuss and determine how the reserves held by the LA in relation to administered insurance schemes are used.

Schools Forum Members are requested to

i)             Note the report and offer any comments

ii)            Give a view on the Local Authority proposals as per section 3.6 in the report.

Officer contact: Peter Hughes on 0161 474 3947 or email: peter.hughes@stockport.gov.uk

 

 

12.

2018/19 Final School Balances pdf icon PDF 55 KB

To consider a report of the Borough Treasurer.

The report provides Schools’ Forum members with the final detailed analysis of the total school balances position recorded as at 31 March 2019.

The report also provides details of the application of the excessive school surplus balance mechanism process applied to schools reporting a surplus balance above the 12% threshold level as per the Scheme for Financing Schools document.

Schools’ Forum Members are requested to note the report and offer any comments.

Officer contact: Peter Hughes on 0161 474 3947 or email: peter.hughes@stockport.gov.uk

 

Additional documents:

13.

Schools Financial Value Standard (SFVS) pdf icon PDF 120 KB

To consider a report of the Borough Treasurer.

The report provides an update on the requirement for schools to complete the self-assessment process against the Schools Financial Value Standard (SFVS).

The report also provides information of the schools the Local Authority (LA) Schools Finance team supported through the process via a service level agreement (SLA).

To report further provides details of good practice identified across the sectors.

Schools Forum members are asked to:

 

                     i.        Note the above report;

                    ii.        To share information with the wider school sector population and seek to explore further collaboration opportunities and/or implement identified “good practice”;

                  iii.        To identify and inform schools finance team of any alternative and/or further training/support required; and

                  iv.        Offer any further comments and/or request any further actions to be undertaken.

 

Officer contact: Peter Hughes on 0161 474 3947 or email: peter.hughes@stockport.gov.uk

14.

Schedule of Meetings & Training pdf icon PDF 82 KB

To consider a report of the Borough Treasurer

The report provides Schools’ Forum members with details of the calendar dates of meetings agreed for the 2018/19 academic year.

The report also provides Schools’ Forum members with the opportunity to request reports for future meetings and/or make amendments to the forward planner (Appendix 1).

The report provides Schools’ Forum members with the opportunity to request any items for training/development sessions.

Schools Forum members are asked to:

 

                  I.        Note the above report;

                II.         Request any reports for future meetings;

               III.        Note the 2018/19 academic year meeting dates provided at section 3.1 above;

              IV.        Discuss and propose any amendments to the forward planner; and

                V.        Request any items for training/development sessions.

 

Officer contact: Peter Hughes Tel 474 3947 Email: peter.hughes@stockport.gov.uk

 

15.

Any Other Business

To discuss any other business.

16.

Date of next meeting

To determine a date for the next meetings of the Schools Forum.