FPSAdvance.Net
V8
Financial Planning for Schools
Financial Year 2014/2015
Bulletin FPS17
November 2014
Included in this Bulletin
 Increases to Support Staff Scales and Non
Consolidated Payments
 Teachers Pension Increase Sept 15
 National Insurance Changes Apr 16
Financial Systems Helpline
Tel No: 01992 555713
email : keys.fsshelpdesk@hertsforlearning.co.uk
Herts for Learning
01438 845111
www.hertsforlearning.co.uk
© Herts for Learning 2014
1
Increases to Support Staff Scales
The National Joint Council for Local Government Services has announced the pay scales
for support staff. There will be an increase of 2.2% to most scale points however scale
points HB/2 to H1/2 increase by a greater amount. The increase applies from 1 st January
2015 and is not back dated.
In addition there are non consolidated payments to be paid in December 2014 to those
staff on roll as at 1st December 2014. There are further non consolidated payments that
are due to be made in April 15 however Hertfordshire County Council has decided to
amalgamate them with the December payment.
Both the increases and the non consolidated payments are to be pro-rated based on each
staff members full time equivalent.
The budgeting software already includes a 1% increase from the 1st April 2014.
The guidance below seeks to show schools how to calculate the approximate cost over
and above the inflation already built into the software.
There are tables at the back of this bulletin showing the cost for each pay grade based on
a full time equivalent of 1 and the fringe area. A second table shows the non consolidated
payments.
Calculating the additional costs for this year.
There are two options to choose from;
 Option 1 - Calculate each staff member individually, using the tables at the back of
this document and their full time equivalent. Keep a running total and add this
value, together with oncosts, into the Staff Totals additional allowance box.
 Option 2 - Take the average FTE per staffing CFR area and calculate using the
most expensive option with oncosts, adding this into the Staff Totals additional
allowance box.
Option 1
In FPSadvance, run the FTE Support Staff Breakdown
The report will print to excel
Alternatively, the nominal roll will provide this information and will also show the scale and
grade the employee is currently on.
© Herts for Learning 2014
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The report shows the full time equivalent.
Referring to the correct fringe table at the back of this document;
Take the FTE for the staff member.
Multiply the FTE by value in the correct “Addl Costs” fringe column for the correct pay
scale.
Continue to calculate the rest of the staff members for that CFR area.
Increase the total figure by 25% approximately to include the oncosts.
Example
Susan Jones
FTE
0.77
Scale
H3/4
Fringe
Inner
Addl Cost
£20 for this year for FTE of 1
Additional cost for Susan is £15.40
Continue with the next person and so on.
Take the total additional costs for that staffing area
Example
Total costs for E03
Add Oncosts
Oncost value
£255.20
25%
£63.80
© Herts for Learning 2014
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Total to be entered in Step 2
£319.00
Please see page 5 for step 2
Option 2
In FPSadvance, run the FTE Support Staff Breakdown
The report will print to excel
Take the average FTE for the staffing area.
Multiply the FTE by the value for H2/1, which carries the highest value.
Increase the total figure by 25% approximately to include the oncosts.
Example for E03
FTE
7.41
Scale
H2/1
Fringe
Inner
Addl Cost
£30 for this year for FTE of 1
Additional cost for E03 is £222.30
Take the total additional costs for that staffing area
Example
Total costs for E03
Add Oncosts
Oncost value
£222.30
25%
£55.58
Total to be entered in Step 2
£277.88
© Herts for Learning 2014
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Choose the preferred method for your school and continue to calculate the
additional costs for each of the staffing areas.
If your school has a Children Centre, there will be staffing in E31 also.
The method you use may differ based on the staffing area. Staff on scales HB/2 to
H1/2 received a significantly higher settlement than others and are likely to be in
CFR areas E04 and E07.
Step 2
In FPSadvance navigate to the appropriate CFR area
Underneath the Notes box click on the Other Staff Totals button
Enter the cost to school in the Other box for 14/15 year.
Click on the 2015-16 tab.
Remove this value from the future years
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Continue to add the additional calculated costs into the other allowance box for
each of the staffing areas. If you have a Children Centre, don’t forget E31 also.
Step 3
The above instruction deals with the additional costs for 2014/15.
The instruction below shows how to change the scales for 2015/16.
Change the value of the salary scales for support staff from April 2015.
In FPSadvance, navigate to Expenditure Inflation Factors
Change the E03-E07 line under 2015-16 column rate to 1.2
Ensure that the value is changed back to 1% from 2016-17, the inflation value that will be
applied in 2016/17 is not known currently.
© Herts for Learning 2014
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Step 4
The instruction above deals with the general inflation of the support staff salaries for
2015/16.
The instruction below is designed to show schools how to amend the scale HB/2 to H1/2.
The lower grades should be amended because they have had a higher inflationary rise
than the standard.
Navigate to the Custom Payscales.
To change the salaries check your schools fringe setting, shown next to London
Weighting, and refer to the correct fringe table at the back of the bulletin.
© Herts for Learning 2014
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The scales should be changed to the values in the table.
Example
If your school does not pay Fringe to support staff, you should see £0 in the London
Weighting box, as in the picture on page 7.
When changing the values use the figures in the No Fringe table, £13500 to £14338.
The other salaries will have already changed due to the additional inflation value added in
Step 3.
Note
Scale H13 will already be correct, do not change.
Click on Close
Soulbury Scales will have been affected by the additional value added in Step 3 also.
If you have any staff on the Soulbury rates, you may wish to change them back to the
previous values.
Alternatively they may be left at the new level until further inflationary information is
available.
© Herts for Learning 2014
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Non Consolidated Payment for Next Year.
In Hertfordshire the non consolidated payments due in April 15 are going to be included in
the December payment. Allowances have already been made in the tables below.
Teachers Pension Increase September 2015
The schools contribution towards teachers pensions is increasing from 1 st September
2015. Currently the rate is14.1% but in future the rate will be 16.4%
FPSadvance allows for a change in the pension rate but applies it from 1st April.
Below is a work around that will allow you to enter a figure for the current year and then
the rate can be changed from 2016-17 onwards.
Click on the CFR Report
Print the Report to Excel leaving all years selected. You may want to print this report.
Navigate to Pay Related Factors
Change the pension rate in the 2015/16 column to 16.4 and click on Close.
Obviously, this action will apply the pension rate for the whole year which is incorrect.
© Herts for Learning 2014
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Calculate the effect for the current year by re-running the CFR report and find the cost
against E01 for teachers. Compare this to the original CFR report.
Original
New CFR Report
In the example, the difference is £8390.
Take this figure and divide it by 12 and multiply it by 7.
The calculated value is £4894
Navigate to the Teaching data input screen
Click on the Teaching Staff Totals button, below the notes box.
Enter the value in the Other Allowances box in 2015-16
© Herts for Learning 2014
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Click on the 2016-17 tab
Remove the value from future years.
Click on Close
Navigate back to Pay Related Factors
Change the Teachers Pension rate under 2015-16 back to 14.1 and alter the following
years to 16.4.
Click on Close
© Herts for Learning 2014
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National Insurance Changes April 2016
From April 2016 the Contracted Out Rebate will disappear. Currently the system is set to
allow 3.4% rebate.
To make this amendment in the software, navigate to Pay Related Factors
Firstly, remove the value for the NI Rebate from 2016-17 onwards
Finally, increase the value for the Contracted Out rate from 2016/17 to 13.8.
Click on Close
© Herts for Learning 2014
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Table HB1 to H74
No Fringe
Outer Fringe
Addl Costs
incl NCons
Scale
not incl
Point Custom
Budget
4
HB1
5
HB2
467
2015
Inner Fringe
Addl Costs
incl NCons
Scale
not incl
Point Custom
Budget
4
HB1
13500
5
HB3
HB2
2015
Addl Costs
incl NCons
Scale
not incl
Point Custom
Budget
4
HB1
2015
14073
5
HB2
463
14324
446
14187
6
HB3
445
14438
464
6
HB3
449
13614
6
6
HA1
449
13614
6
HA1
446
14187
6
HA1
445
14438
7
HA2
396
13715
7
HA2
393
14288
7
HA2
392
14539
8
HA3
154
13871
8
HA3
151
14444
8
HA3
151
14695
9
HA4
100
14075
9
HA4
97
14648
9
HA4
97
14899
9
H11
100
14075
9
H11
97
14648
9
H11
97
14899
10
H12
91
14338
10
H12
88
14911
10
H12
88
15162
15209
11
15783
11
H13
30
16033
H14
29
16099
12
H14
29
16349
11
H13
33
H13
31
12
H14
32
15525
12
11
H21
33
15209
11
H21
31
15783
11
H21
30
16033
12
H22
32
15525
12
H22
29
16099
12
H22
29
16349
13
H23
30
15943
13
H23
27
16517
13
H23
27
16767
14
H24
29
16234
14
H24
26
16807
14
H24
25
17057
14
H31
29
16234
14
H31
26
16807
14
H31
25
17057
15
H32
28
16573
15
H32
25
17147
15
H32
24
17397
16972
16
17545
16
H33
22
17795
17374
17
17948
17
H34
20
18198
H41
21
17948
17
H41
20
18198
16
17
H33
H34
26
24
H33
H34
23
21
17
H41
24
17374
17
18
H42
23
17716
18
H42
20
18290
18
H42
19
18540
19
H43
20
18378
19
H43
17
18952
19
H43
16
19202
20
H44
17
19050
20
H44
14
19624
20
H44
13
19874
20
H51
17
19050
20
H51
14
19624
20
H51
13
19874
21
H52
14
19745
21
H52
11
20318
21
H52
10
20568
22
H53
11
20256
22
H53
9
20829
22
H53
8
21079
20851
23
21425
23
H54
5
21675
20851
23
21425
23
H61
5
21675
H62
3
22106
24
H62
2
22356
23
23
H54
H61
9
9
H54
H61
6
6
24
H62
6
21533
24
25
H63
3
22215
25
H63
0
22789
25
H63
-1
23039
26
H64
3
22940
26
H64
0
23513
26
H64
-1
23763
26
H71
3
22940
26
H71
0
23513
26
H71
-1
23763
27
H72
3
23700
27
H72
0
24274
27
H72
-1
24524
28
H73
3
24475
28
H73
0
25049
28
H73
0
25299
29
H74
3
25443
29
H74
0
26017
29
H74
0
26267
© Herts for Learning 2014
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Table H81 to M54
No Fringe
Outer Fringe
Addl Costs
incl NCons
Scale
not incl
Point Custom
Budget
29
H81
3
30
H82
3
31
H83
3
32
H84
34
Inner Fringe
Addl Costs
incl NCons
Scale
not incl
2015
Point Custom
Budget
29
25443
H81
0
30
26296
H82
1
27126
31
H83
1
4
27927
32
H84
H91
4
29562
34
35
H92
4
30182
36
H93
4
37
38
H94
M11
39
Addl Costs
incl NCons
Scale
not incl
2015
Point Custom
Budget
29
26017
H81
0
30
26870
H82
0
2015
26267
27120
27700
31
H83
0
27950
1
28501
32
H84
0
28751
H91
1
30136
34
H91
0
30386
35
H92
1
30755
35
H92
0
31005
30982
36
H93
1
31555
36
H93
0
31805
4
4
31849
32781
37
38
H94
M11
1
1
32423
33355
37
38
H94
M11
0
1
32673
33605
M12
4
33861
39
M12
1
34435
39
M12
1
34685
40
M13
4
34750
40
M13
2
35323
40
M13
1
35573
41
M14
5
35666
41
M14
2
36240
41
M14
1
36490
42
M15
5
36576
42
M15
2
37150
42
M15
1
37400
43
M21
5
37487
43
M21
2
38061
43
M21
1
38311
44
M22
5
38409
44
M22
2
38983
44
M22
1
39233
45
M23
5
39272
45
M23
2
39846
45
M23
1
40096
46
M24
5
40221
46
M24
2
40795
46
M24
2
41045
46
M31
5
40221
46
M31
2
40795
46
M31
2
41045
47
M32
5
41144
47
M32
2
41718
47
M32
2
41968
48
M33
5
42059
48
M33
3
42632
48
M33
2
42882
49
M34
5
42962
49
M34
3
43536
49
M34
2
43786
49
M41
5
42962
49
M41
3
43536
49
M41
2
43786
50
M42
6
43881
50
M42
3
44454
50
M42
2
44704
51
M43
6
44801
51
M43
3
45374
51
M43
2
45624
52
M44
6
45733
52
M44
3
46307
52
M44
2
46556
52
M51
6
45733
52
M51
3
46307
52
M51
2
46556
53
M52
6
46687
53
M52
3
47260
53
M52
2
47510
54
M53
6
47651
54
M53
3
48225
54
M53
2
48475
55
M54
6
48647
55
M54
3
49221
55
M54
3
49471
© Herts for Learning 2014
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Table Non Consolidated Payments
If you are unsure of any of the above procedures please contact the Financial
Services for Schools Helpdesk on
01992 555713
Or Email
keys.fsshelpdesk@hertsforlearning.co.uk
© Herts for Learning 2014
15