Agenda

To report any apologies for absence or substitutions.

To record any observers present.

To approve as a correct record the Minutes of the meeting held on 30 March 2023.

To discuss any matters arising.

To consider a report of the Borough Treasurer and Deputy Chief Executive.

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

To consider a report of the Borough Treasurer and Deputy Chief Executive.

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.

Schools’ Forum members are asked to note the report, provide support to the LA recommendations at points 2.6 and 3.3 and offer any further comments.

Officer contact: Sarah Cook, Telephone; 0161 474 4030 Email: sarah.cook@stockport.gov.uk

To consider a report of the Borough Treasurer and Deputy Chief Executive.

The report provides Schools’ Forum members with the final detailed analysis of the total school balances position recorded as at 31 March 2023.

The report further provides details of the schools recording an excessive school surplus balance as at 31 March 2023 (i.e. above the 12% threshold) and confirms application of the appropriate control mechanism process as defined in the Scheme for Financing Schools Document.

Schools’ Forum members are asked to note the report, present any questions and offer any further comments.

Officer contact: Peter Hughes, Telephone; 0161 474 3947 Email: peter.hughes@stockport.gov.uk

To consider a report of the Borough Treasurer and Deputy Chief Executive.

The report provides Schools’ Forum members with detail of the final 2022/23 dedicated schools grant (DSG) final reported outturn position.

Schools’ Forum members are asked to note the report, present any questions and offer any further comments.

Officer contact: Peter Hughes, Telephone; 0161 474 3947 Email: peter.hughes@stockport.gov.uk

To consider a report of the Borough Treasurer and Deputy Chief Executive.

The report provides Schools’ Forum members with details of the proposed update to the Scheme for Financing Schools document for approval.

Schools’ Forum members are asked to note the report and approve the proposed amendment as detailed in Appendix 2.

Officer contact: Peter Hughes, Telephone; 0161 474 3947 Email: peter.hughes@stockport.gov.uk

To consider a verbal presentation of the Strategic Lead (SEND).

The presentation provides Schools’ Forum members with an overview of the current position in terms of SEND, a sufficiency update and an overview of the Delivering Better Value (DbV) program.

Schools’ Forum members are asked to note and comment on the presentation.

Officer contact Bev Milway, 0161 218 1785 or email: bev.milway@stockport.gov.uk

To consider a report of the Borough Treasurer and Deputy Chief Executive.

The report provides Schools’ Forum members with details of the calendar dates of meetings agreed for the 2022/23 academic year and proposed dates for the new 2023/24 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:

a) Note the report;

b) Request any reports for future meetings;

c) Note the updated 2022/2023 academic years dates at section 2.2;

d) Acknowledge/Accept the proposed dates for the 2023/24 academic year;

e) Discuss and propose any amendments to the forward planner and

f) Request any items for training/development sessions

Officer contact: Peter Hughes, Tel 0161 474 3947 Email: peter.hughes@stockport.gov.uk

To discuss any other business.