Ariannu Ysgolion-

• Ble i ni nawr?

• Beth sy’n digwydd yn y dyfodol?

School Funding-

• Where are we now?

• What is happening in the future?

• Arian ISB a ddyrennir ar draws sectorau = £4,276 y disgybl 4ydd uchaf yng Nghymru. Cyfartaledd Cymru = £4,054

• Cyllideb gross na ddyrennir = £1,255 y disgybl. 5ed isaf yng Nghymru. Cyfartaledd Cymru = £1,365

• Mae Sir Gâr yn dyrannu 77.3% o’r Gyllideb Gros Ysgolion i’w gymharu â chyfartaledd Cymru o 74.8% (5ed uchaf)

• Gross delegated ISB across all sectors = £4,276 per pupil 4th highest in Wales Welsh average = £4,054

• Gross non delegated school budget = £1,255 per pupil 5th lowest in Wales Welsh average = £1,365

• CCC delegates 77.3% of the Gross Schools Budget compared to the Welsh average of 74.8 % (5th highest)

Gwariant Cyllidebol Lleol ar Ysgolion 2010-2011- canfyddiadau

Local Authority Budgeted Expenditure on Schools, 2010-11- main findings

• £5.5m in reserves = £205 per pupil equivalent to 4.7% of funds allocated to schools (6th highest)

• Primaries held net reserves of £3.72m (68%)

• Secondary = £1.49 m (27 %)• 2 Special schools = £0.29 m (5%)

• 13 schools had negative balances totaling £0.78 m

• 119 schools held positive reserves totalling £6.28m of which 36 schools had reserves in excess of 10%.

Arian wrth gefn gan ysgolion Cymru ar y 31/3/2010- sefyllfa Sir GârReserves held by schools in Wales as at 31/3/2010 CCC position

• £5.5m wrth gefn= £205 y disgybl sy’n cyfateb i 4.7% o’r cyllid a roir i ysgolion (6ed uchaf)

• Ysgolion Cynradd yn cario gwerth £3.72m (68%)

• Ysgolion Uwchradd yn cario gwerth £1.49m (27%)

• 2 ysgol arbennig = £0.29m (5%)

• 13 ysgol mewn sefyllfa cyllideb negyddol o £0.78m

• Mae gan 119 o ysgolion arian dros ben gwerth £6.28m. Mae gan 36 o ysgolion mwy na’r 10% derbynniol.

Ariannu Ysgolion- beth nesaf?School Funding- what next?

• Addewid y Prif Weinidog i ddiogelu ysgolion o 1% yn uwch na’r Grant Graidd i Lywodraeth Cymru.

• Yn swnio’n dda! -0.33% +1.58 % +2.08 %

• Effaith codiadau cyflog, chwyddiant a chostau eraill

• Rhesymoli grantiau penodol- Grant Effeithiolrwydd Ysgolion/Grant Addysg Gymraeg/ Llythrennedd a rhifedd a.y.b.

• Gohirio’r NPFS Ôl 16 am dair blynedd.

• 1st Minister’s Funding commitment to schools 1% above Block Grant to Welsh Government

• Sounds good ! -0.33% +1.58 % +2.08 %

• Impact of increments, inflation and other costs

• Rationalisation of specific grants School Effectiveness Grant /Welsh Education Grant/,Literacy & Numeracy grants etc

• Suspension of Post 16 NPFS for three years

• Rheoliadau newydd 2010 yn rheoli lefelau o arian dros ben y mae hawl gan ysgolion eu cadw.

• Lefelau newydd o £50k ar gyfer ysgolion cynradd; £100k ar gyfer ysgolion uwchradd ac arbennig

• Cyllidebau mynegiannol 3 mlynedd

• Bydd angen i Gyrff Llywodraethol ystyried pam y mae angen iddynt gadw arian dros ben sy’n fwy na’r lefelau newydd a chyfleu’r rhesymau i’r Awdurdod Lleol.

• Mae gan yr Awdurdod lleol y pwer i ofyn am y cyllid dros ben y lefelau yn ôl wrth ysgolion

• New 2010 regulations governing levels of school reserve balances allowed to be retained by schools

• New limits of £50k per primary; £100k per secondary and special school

• 3 year indicative budgets for schools

• GBs will need to consider why they need to retain balances in excess of the new levels and provide LA with reasons

• LA now have power to claw back excess balances retained by schools

Ariannu Ysgolion- beth nesaf?School Funding- what next?

• Review of funding by the Education Minister in Wales

• Report on the Structure of Education Services in Wales (March 2011)

• Report on Local, Regional, National : What services are best delivered where ?

• Response of the regional education consortia for increased collaboration for services in the future

• Commitment given by LAs to increase delegation to schools from the current level to 80% within 2 years and 85% within 4 years

Gwariant Awdurdodau Lleol ar Ysgolion- beth nesaf?Local Authority Budgeted Expenditure on Schools-what next ?

• Adolygiad o ariannu gan y Gweinidog Addysg dros Gymru

• Adroddiad ar Strwythur Gwasanaethau Addysg yng Nghymru (Mawrth 2011)

• Adroddiad- Lleol, Rhanbarthol Cenedlaethol: Pa wasanaethau yw’r rhai gorau i’w darparu ble?

• Ymateb y consortia lleol ar fwy o gydweithrediad ar gyfer gwasanaethau i’r dyfodol

• Addewid gan Awrdudodau Lleol i gynyddu dyraniad cyllid i ysgolion o’r lefel bresennol i 80% o fewn 2 flynedd ac i 85% ymhen 4 mlynedd

Beth fydd hyn yn olygu i LywodraethwyrWhat will this mean for Governors?

• Increased resources for schools to manage

• Tighter margins for retaining balances

• Increased delegation = increased responsibility

• GBs will need to develop budgets for the medium term in line with three year funding indications

• Even greater need for schools and Local Authority to work collaboratively

• Mwy o adnoddau i ysgolion i’w rheoli

• Ffiniau tynnach ar gyfer cadw arian wrth gefn

• Cynnydd mewn dyraniad = cynnydd mewn cyfrifoldebau

• Bydd angen i Gyrff Llywodraethol ddatblygu cyllidebau tymor canol gan ystyried awgrymiadau cyllidebau 3 mlynnedd

• Hyd yn oed mwy o angen i ysgolion a’r Awdurdod Lleol i weithio men partneriaeth.

AGENDA

Ariannu ysgolion- sut mae’n gweithio.

How school funding works.

Adran Rheolaeth Lleol YsgolionLocal Management of Schools Section

• Cyfrifo a rhannu cyllidebau ysgolion

• Dilysu a derbyn cyllidebau gweithredol

• Monitro perfformiad ariannol gan gymharu gyda’r gyllideb weithredol a gytunwyd

• Cau’r cyfrifon a chytuno ar sefyllfa diwedd blwyddyn

• Cefnogaeth gyffredinol ar faterion yn ymwneud â chyllido ysgolion a chyllidebau gweithredol

• Calculate and circulate budget shares to schools

• Verify and approve working budgets

• In-year monitoring/overview of financial performance in comparison to previously agreed working budget

• Close accounts and agree end of year balances

• General support on issues relating to Fair Funding allocation and working budgets

Mae’r gyllideb a ddyrennir i

ysgolion yn cael eu haddasu yn

unol â strategaeth y gyllideb

gorfforaethol i adlewyrchu:

- Cynnydd cyflog, drifft cynyddrannol, yswiriant cenedlaethol a newidiadau pensiwn

- Ffactorau chwyddiant nad sy’n gysylltiedig â chyflogaeth.

- Newidiadau demograffig- Effaith adrefnu ysgolion (MEP)- Arbedion effeithlonrwydd

The delegated school budget isadjusted each year in line withcorporate budget strategy toreflect:

– Pay awards, incremental drift, national insurance and superannuation changes

– Non pay inflation factors– Demographic changes– School reorganization

changes (MEP)– Efficiency savings

Cyfrifo Cyllideb Ariannu Teg

• Rhifau Plant

Rhifau disgyblion- cyfartaledd arolygon nifer disgyblion ym mis Ebrill, Medi a’r Ionawr dilynol (5/12 + 4/12 +3/12)

• Gwerth Plentyn yn ôl Oed

• Gwerth Plentyn yn ôl Oed- arall

- I ymateb i gostau ychwanegol eraill e.e. lwfans y pen, trafnidiaeth nofio, TGCh, cytundebau lefel gwasanaeth (ac eithrio cynnal tir a glanhau), cefnogaeth blynyddoedd cynnar, cyflenwi, gwasanaeth cerdd a.y.b.

Fair Funding budget calculation

• Pupil Numbers

Average projected pupil numbers as at April, September and the following January (5/12 + 4/12 + 3/12)

• Age weighted pupil unit (AWPU)

• AWPU- other

- To cover all incidental costs e.g. capitation, swimming transport, information technology, SLA’s (excluding grounds maintenance and contract cleaning), early years support, supply, peripatetic music etc.

Lwfansau arweinyddiaethDyraniad i bob ysgol gyda 20 neu’n fwy oddisgyblion yn unol â grŵp ysgol.

Lwfans Anghenion Dysgu ArbennigI gwrdd â chostau staff a gyflogir i gwrdd âargymhellion datganiad ADY/ Cam Gweithredu Ysgol a Mwy.

Anghenion Dysgu Ychwanegol• 50% yn seiliedig ar hawl am ginio am

ddim• 50% yn seiliedig ar rifau disgyblion a’r

gyfraddd amddifadedd

Ariannu Unedau AAA

Cwrdd â chostau athrawon penodedig, staff

cynnal ac elfen o gostau atodol eraill.

Atodiadau / Supplements

Leadership allowanceAllocation to all schools of 20 pupils or more in accordance with school grouping

Special Educational Needs allowanceTo meet specific employee costs in accordance with requirement of statement/ School Action+

Additional Educational Needs• 50% based on entitlement to free meals• 50% based on pupil numbers weighted for

deprivation

Funding for SEN Units

To meet costs of designated teachers,

support staff and element for capitation.

Workforce remodelling•Basic allocation per teacher with a minimum per school equal to 5 times the basic allocation.•Remaining resources allocated on a per teacher basis.

Premises Cost Allowance•Caretaking•Midday supervision•Repairs and Maintenance•Grounds maintenance•Energy•Rates•Contract cleaning

Small School SupplementDual Stream Supplement

Ailfodelu’r gweithlu• Dyraniad elfennol ar gyfer bob athro

gydag isafswm sy’n gyfwerth a dyraniad ar gyfer 5 o athrawon.

• Y gweddill yn cael ei rannu ar sail nifer athrawon.

Lwfans Cost y Safle• Gofalwr• Goruchwylio Canol Dydd• Cynnal a Chadw’r Adeilad• Cynnal y tir• Ynni• Trethi• Cytundeb Glanhau

Lwfans Ysgolion Bach

Lwfans Ysgolion Dwy Ffrwd

Lwfans Ysgol Fach

Canolfan Iaith

Lwfans Dwyieithrwydd

Ariannu Ôl-16

Atodiadau Uwchradd / Secondary Supplements

Small school allowance

Language centre

Bilingual allowance

Post 16 SEN Funding

Addasiad Ôl-weithredol

Model Ariannu Teg yn cael ei weithredu'r flwyddyn ddilynol gan ddefnyddio rhifau cywir ac addasiad (+ neu -).

Retrospective adjustment

Fair Funding model re-run for actual pupil numbers and adjustment (+ or -) actioned the following year

Ysgolion Cynradd / Primary Schools

Cyllideb leiaf £103,309 Smallest budget

Cyllideb fwyaf £2,217,332 Largest budget

Ysgolion Uwchradd / Secondary Schools

Cyllideb leiaf £1,848,090 Smallest budget

Cyllideb fwyaf £7,200,229 Largest budget

AMDRO• Ysgolion• Gwasanaethau Cyllid• LMS• Rhestr dogfennau LMS

• Cynllun Ariannu Teg Sir Gaerfyrddin

• Cau cyfrifon• Polisiau Ariannol• Materion diweddaraf• Cytundebau lefel

Gwasanaeth• Cyllidebau Gweithredol

• Schools• Financial services• LMS• LMS document library

• Carmarthenshire Fair Funding scheme

• Closure of accounts• Financial polices• Latest issues• Service level

agreements• Working budgets

Cymorth / Support

• Canllaw ar y Gyfraith i Lywodraethwyr- Pennod 8- Rheoli’r Gyllideb

• Llawlyfr Llywodraethwyr- Rhan 4, Pennod 6- Y corff llywodraethu a chyllideb yr ysgol

• Governor’s Guide to the Law- Chapter 8- Managing the Budget.

• Governor’s Handbook- Part 4, Chapter 6- The governing Body and the school budget

Rôl Llywodraethwyr / Role of Governing Body

• Gosod blaenoriaethau gwario sy’n gysylltiedig â’r CDY.

• Cadarnhau’r gyllideb flynyddol.• Monitro a rheoli gwariant.• Cadarnhau newidiadau• Cadarnhau lefelau dirprwyo

cyfrifoldeb.• Meddwl am y tymor hir.• Rheoli adnoddau yn effeithiol ac

yn effeithlon• Cyfrifoldeb am unrhyw gyllid

wedi ei glustnodi ar gyfer diben penodol.

• Cyfrifoldeb am adrodd i rieni

• Setting financial priorities to reflect SDP

• Approving annual budget• Monitoring and controlling

expenditure• Approving adjustments• Approving levels of delegation• Thinking longer term• Managing resources effectively

and efficiently• Accounting for any earmarked

funds • Accounting to Parents- Annual

Report

Syniadau / Ideas• Sicrhau fod yr adnoddau a’r

gwasanaethau a brynnir yn dangos gwerth am arian.

• Defnydd effeithiol o’r gweithlu• Cydweithio gydag eraill.• Defnyddio data a gwybodaeth yn

dda.• Rheoli ynni a defnydd o

adnoddau e.e. dwr.• Cynyddu incwm• Prynu adnoddau sylweddol

gydag ysgolion eraill.

• Ensuring that the goods and services schools buy represent value for money.

• Effective deployment of the workforce .

• Collaborating with other schools.

• Using data and information well.• Energy and resource

management e.g. water.• Increase income• Jointly purchase major resource

items with other schools.

Syniadau / Ideas

• Monitro gofalus a chyson o’r gyllideb.

• Edrych am ddulliau i arbed arian- adeilad, pwrcasu…

• Rhannu cyllidebau

• Careful and regular monitoring of budget.

• Look at ways of saving money- building, procurement..

• Pooling budgets