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Notable Quote:

"The LEA does not engage sufficiently with its Schools or with other Local Authorities to find innovative or imaginative solutions to the challenges it faces."
Northumberland County Council LEA Ofsted Report

Funding – a potted history

Documents are arranged in order of publication. Where undated documents are referenced they are placed where they appear to fit logically based on the source. Additions and corrections to this document are welcome. To make corrections or obtain the latest version of this document please visit the Northumberland Education Action Group website at www.neag.info.
15 July 2003 Capital available through Building Schools for the Future is intended for investment in geographical areas. Each area will comprise a group of secondary schools, including all schools or units which teach secondary pupils, including pupils with special educational needs. This includes, for example, maintained secondary schools, secondary voluntary aided schools, middle-deemed secondary schools, special schools, pupil referral units, non-maintained special schools, academies, and city technology colleges.
Source: Building Schools for the Future, Guidance to Local Education Authorities dated 15 July 2003
23 July 2003 the process focuses on secondary schools. Middle Schools in Northumberland will be classed as “secondary” as they provide Key Stage 3 curriculum; this method is aimed at secondary schools across Northumberland and not targeted at specific areas such as Ashington or Berwick
Source: Scrutiny Committee: Strategy Report of the Private Finance Initiative Working Group chaired by Cllr Jeans and including Cllr Weightman with advice provided by Ms. C. Dent of PricewaterhouseCoopers
  Undated The Council would have to contribute funding to make the necessary improvements/replacements of the facilities in the 45 middle schools which relate to primary age pupils (half the number of pupils)
Source: Questions and Answers – Changing to one age of Transfer
4 Aug 2003 The LEA have in mind an innovative flagship project that would see the establishment of a Learning Park comprising a combined high school for Ashington (circa 1850 students) and a replacement college (Northumberland College and the LSC are upbeat about obtaining capital to meet their needs). This would replace two existing High Schools within the town. The LEA believe that it will be difficult to make a case for major funding under BSF in the first two or three years.” Later it is stated that “It was suggested that the LEA might want to consider including the “Middle” schools in Ashington in the project as well. Otherwise they might have to wait a very long time until they could be upgraded. (Middle schools are treated as being secondaries)
Source: Minutes of Building Schools for the Future meeting 4 August 2003
Undated Sept 2003? “The major catalyst for developing a new approach to school organisation in Northumberland has come through the opportunity to express an interest in Building Schools for the Future (BSF), which is the government’s new initiative for developing 21st Century learning environments for every secondary school in the country. As such the scheme cuts across the present pattern of school organisation as the scheme applies only to KS3 and KS4 pupils.”
Source: Options Document draft
12 December 2003 "The "Building Schools for the Future" programme applies to children of secondary school age, 11+, and so, in Northumberland it is only relevant to part of our middle school population and the high schools across the County."
Letter to all parents from Brian Edwards
24 January 2004 This document sets out possible options based on the premise that the age of transfer in Northumberland will be at 11 years of age reflecting the outcome of the last round of consultation and the requirements of Building Schools for The Future.
Source: Options Document dated 24 January 2004
16 March 2004 The ‘Building Schools for the Future’ money is available to all LEAs over the next few years and is not dependent on a complete changeover to a two-tier system.
The money is earmarked for 'secondary' education. However middle schools are deemed secondary and it would appear that in some LEAs building programmes in middle schools are to be funded from this money.
Source: Letter from Whitley Memorial School 16th March 2004
(http://www.themissingoption.co.uk/wm_school1.htm)
17 March 2004

Consider: The catalyst for change is `Building Schools for the Future', a Government programme to replace every secondary school in the country with new buildings over the next 10-15 years.
Middle schools are included in this scheme. This is seen as a once in a lifetime opportunity to acquire guaranteed funding and it is not a question of `if' but `when' we get it.
So why at this critical moment is Northumberland proposing to change to a two-tier system and seek funding for only 15 high schools when we could also include 45 middles?
Any suggestion that by not reorganising we will be put to the back of the queue for funding is misleading since other authorities with middle schools appear to have been successful in the first round of bids.
Source: Article by Mike Routledge in The Journal 17 March 2004

March 2004 Government funding is available to all secondary/Middle schools regardless of whether they are in a 2-tier or 3-tier system.
Source: The Missing Option flyer – March 2004
(http://www.themissingoption.co.uk/flyer1.htm)
30 March 2004 A recent article in the local paper confirms that government funding is available to all secondary schools and that this does include Middle Schools. The funding is intended to replace or refurbish all schools providing secondary education by the year 2015. It is made very clear that this money is not dependant on schools change to a 2-tier system.
Source: The Missing Option – 30 March 2004
(http://www.themissingoption.co.uk/detailed_update.htm)
8 April 2004 “It has been made clear that BSF funding will be available for secondary education restructuring/refurbishment, that is, for buildings supporting the education of pupils 11 onwards.”
Source: Letter from Jim Wright (Executive Member for Children’s Services) dated 8 April 2004
29 April 2004 “Last year, with the support of the majority of schools and Local Education Authorities (LEAs), we launched BSF to rebuild or renew every secondary school, or units that teach secondary pupils, in England.”
Source: Letter from DfES dated 29 April 2004
25 May 2004 Journal report BSF funding is available to all of Middle Schools in Northumberland
Source: Journal 25 May 2004
27 May 2004 “whilst ‘Building Schools for the Future’ money would pay for educational facilities relating to secondary age pupils in Middle Schools, the Council would have to contribute to the costs relating to the primary age pupils in the improvement/replacement of middles schools (ie half the pupils)
Source: Report of the Director of Education to the executive dated 27 May 2004
19 May 2004 AP – To access this government funding to help you build these new schools do you have to close middle schools or could you get the funding anyway?
BE – The expression of interest for £270m we have made is for secondary age pupils. Now middle schools have primary age pupils and secondary age pupils as far as the government is concerned and they would expect the council to find the funding for the primary age pupils.
Source: Brian Edwards talking to Adrian Pitchers in a BBCNE interview broadcast 19 May 2004
Undated May 2004? “BSF funding is for secondary age pupils – the Council would have to contribute the capital funding to make improvements to buildings for primary age pupils, that is for half the pupils in Middle Schools and for the First Schools.
Source: Putting the Learner First Members Briefing prior to the Council Meeting on 9 June 2004
18 June 2004 Middle schools are included in the programme where they are deemed as secondary schools.
Source: Building Schools for the Future – Questions & Answers dated 18 June 2004
24 June 2004 Stephen Twigg confirms in the House of Commons that funding is available for Middle Schools
Source: Hansard 24 June 2004 column 1538 onwards
25 June 2004 Jim Wright is quoted in the Journal as saying “We have never said that this money was not available for Middle Schools.”
Source: Journal 25 June 2004
29 June 2004 “BSF support is a crucial, indeed the only, way that an area like Northumberland can raise the bar sufficiently to make a meaningful improvement in our levels of aspiration and achievement.”
Source: Letter from M Davey, Leader of the County Council dated 29 June 2004
2 September 2004 “Building Schools for the Future” funding was available for secondary schools including all years of Middle Schools that were deemed secondary”
Source: Minutes of Tynedale Council Meeting held on 2 September 2004
8 September 2004 “I can confirm that BSF funding will cover middle deemed secondary schools in full.”
Source: email from DfES dated 8 September 2004
13 September 2004 “We have however, made it clear that Northumberland can expect to be involved in BSF whether they are 3-tier or 2-tier, as middle-deemed secondary school are funded through BSF.”
Source: briefing to David Miliband for teleconference with Michael Davey.
24 September 2004 Middle deemed secondary schools thus fall within the scope of the scheme and refurbishment, replacement or building of middle deemed secondary schools can form part of LEA proposals. All local authorities have submitted proposals and this has enabled the DFES to estimate the scale of the funding that will be required as well as the balance between new build and refurbishment (to be about 50/50).
Officers in Northumberland have been claiming that BSF funding will only be available if they reorganise from three tier to two tier. This is not true.
Source: Report of Building Schools for the Future meeting with DFES
4 October 2004 “existing middle-deemed secondary schools are eligible to be included in BSF projects (see para 29 of the BSF guidance); primary and middle-deemed primary schools are not included in BSF, and would have to be funded by authorities.”
Source: email to NCC dated 4 October 2004
5 October 2004 “where buildings are wholly or mainly for primary pupils (eg primary or middle-deemed primary) we would not expect BSF to cover this, but for middle deemed secondaries, where most pupils fall into the secondary age group, we would cover these.
Source: email from DfES to NCC
13 October 2004 “Finally, with regard to the issue of BSF funding for middle schools; the funding is directed at buildings rather than pupils, and as such is available for middle (deemed secondary) schools where a three-tier system is being retained.”
Source: Letter from the Schools Capital Policy Team dated 13 October 2004
18 October 2004 “I can confirm that middle (deemed secondary) schools are eligible for BSF funding where a three tier system is retained.”
Source: Letter from David Miliband (Minister for School Standards) dated 18 October 2004
4 November 2004 (The LEA) advised that Members would have to make the decision to divert funds to school reorganisation in order to meet the cost of the first 2-3 years of the reorganisation but were hoping to secure BSF funds for the work thereafter and were looking for clarity from the DfES about the BSF bid.
Source: Minutes of meeting 4 November 2004
29 November 2004 “Ambition that you will rebuild at least one secondary school by 2011 and join the full programme by 2016.
Source: Letter to Cllr M Davey, Leader of Council; Jim Wright, Member for education; Mark Henderson, Chief Executive, and Director Of Education.
18 January 2005 North Northumberland and Central Northumberland to start during waves 10-12 and West and South East to start during waves 13-15.
Source: Letter to Director of Education