Agenda item

(A)       Budget Proposals 2016/17

 

RECOMMENDED TO COUNCIL

 

(i)        that the budget proposals for all services in 2016/17, as detailed in Sections 4 and 5 of the report of the Director of Finance, Assets and Information Services now submitted, be approved;

 

(ii)       that the following specific items incorporated within Section 2i of the report (Medium Term Financial Forecast) including for 2016/17 be noted:-

 

(a)       Provision for an average 1.2% pay award in 2016/17;

 

(b)       Provision for inflation in relation to external providers;

 

(c)       An adjustment of £500,000 to reflect the provision required for the anticipated revenue costs of existing and new borrowing;

 

(d)       The savings previously agreed as part of the 2 year Plan (minute 148 of Council on 26^th February 2015).

 

(iii)      that the total additional funded 2016/17 capital investment of £3.348m (£9.099m is already approved) as outlined at Section 6 of the report be included within the capital programme and funding be released subject to further detailed reports on the proposals for its use;

 

(iv)      that the detailed proposals for increases in fees and charges as set out in Section 7 of the report be agreed;

 

(v)       that the position on Reserves, Provisions and Balances as set out in Section 9 of the report be noted and the proposal to use £5m of available resources to increase the Minimum Working Balance to £15m be agreed, and the remaining £10m be earmarked for future pressures/investments;

 

(vi)      that the report of the Director of Finance, Assets and Information Services, under Section 25 of the Local Government Act 2003, at Section 1 of the report be noted and the 2016/17 budget proposals be agreed on the basis that the Chief Executive, in liaison with the Director of Finance, Assets and Information Services and in consultation with the Senior Management Team (SMT), submits for early consideration a four year revenue and capital plan from the ongoing activity in order that the potential budget gaps in 2017/18 and the longer term be closed;

 

(vii)     that the Council be recommended to approve cash limited budgets for each service with overall net expenditure for 2016/17 of £168.282m (see Section 4);

 

(viii)    that the Budget Overview report (Section 2) and forecast budget positions for 2016/17 to 2020/21 contained in Section 2i of the report (Medium Term Financial Forecast) be noted and monitored as part of the arrangements for the delivery of the Future Council;

 

(ix)      that the Director of Finance, Assets and Information Services, in liaison with the Chief Executive and SMT as appropriate, be required to submit reports into Cabinet, as a matter of urgency, in relation to the detailed General Fund Revenue Budget for 2016/17, including recommendations on any action further to that set out above required to achieve an appropriately balanced budget for that financial year;

 

(x)       that the Chief Executive, Director of Finance, Assets and Information Services and SMT be responsible for managing within their respective budgets including ensuring the implementation of savings proposals;

 

(xi)      that the Authority's Senior Management Team be charged with ensuring that the budget remains in balance and report regularly into Cabinet on budget/savings monitoring including any action required;

 

(xii)     that the Cabinet be authorised to make any necessary technical adjustments to form the 2016/17 budget;

 

(xiii)    that appropriate consultation on the agreed budget proposals takes place with the Trade Unions and representatives of Non Domestic Ratepayers and that the views of consultees be considered by Cabinet and the Council; and

 

(xiv)    that the budget papers be submitted for the consideration of the whole Council.

 

(B)      Council Tax 2015/16

 

RECOMMENDED TO COUNCIL

 

(i)        that the contents of Section 8 of the report (2016/17 Council Tax calculation) of the Director of Finance, Assets and Information Services now submitted, be noted;

 

(ii)       that the Council Tax Collection Fund net surplus as at 31st March 2015 relating to BMBC of £1.615M be used to reduce the 2016/17 Council Tax requirement, in line with statute;

 

(iii)      that the 2016/17 Band D Council Tax increase for Barnsley MBC's services be set at 3.9% (1.9% for Barnsley MBC services and an additional 2% for the Chancellor's Adult Social Care levy);

 

(iv)      that the Band D Council Tax for Barnsley MBC's areas be determined following confirmation of the South Yorkshire Police Authority and South Yorkshire Fire Authority precepts for 2016/17; and

 

(v)       that the Band D Council Tax for areas of the Borough with Parish/Town Councils be determined following confirmation of individual parish precepts for 2016/17.

 

Note: with regard to recommendations (iv) and (v) of item 3(B) above, the precepts for the Police and Crime Commissioner for the South Yorkshire Police area, the South Yorkshire Fire Authority and for Parish/Town Councils will be circulated as soon as they are received.

Minute 170 (A) and (B) were Moved by Councillor Gardiner – Seconded by Councillor Franklin; and

 

(A)       Budget Proposals 2016/17

 

RESOLVED

 

(i)        that the budget proposals for all services in 2016/17, as detailed in Sections 4 and 5 of the report of the Director of Finance, Assets and Information Services now submitted, be approved;

 

(ii)       that the following specific items incorporated within Section 2i of the report (Medium Term Financial Forecast) including for 2016/17 be noted:-

 

(a)       Provision for an average 1.2% pay award in 2016/17;

 

(b)       Provision for inflation in relation to external providers;

 

(c)        An adjustment of £500,000 to reflect the provision required for the anticipated revenue costs of existing and new borrowing;

 

(d)       The savings previously agreed as part of the 2 year Plan (minute 148 of Council on 26^th February 2015).

 

(iii)      that the total additional funded 2016/17 capital investment of £3.348m (£9.099m is already approved) as outlined at Section 6 of the report be included within the capital programme and funding be released subject to further detailed reports on the proposals for its use;

 

(iv)      that the detailed proposals for increases in fees and charges as set out in Section 7 of the report be agreed;

 

(v)       that the position on Reserves, Provisions and Balances as set out in Section 9 of the report be noted and the proposal to use £5m of available resources to increase the Minimum Working Balance to £15m be agreed, and the remaining £10m be earmarked for future pressures/investments;

 

(vi)      that the report of the Director of Finance, Assets and Information Services, under Section 25 of the Local Government Act 2003, at Section 1 of the report be noted and the 2016/17 budget proposals be agreed on the basis that the Chief Executive, in liaison with the Director of Finance, Assets and Information Services and in consultation with the Senior Management Team (SMT), submits for early consideration a four year revenue and capital plan from the ongoing activity in order that the potential budget gaps in 2017/18 and the longer term be closed;

 

(vii)     that the Council be recommended to approve cash limited budgets for each service with overall net expenditure for 2016/17 of £168.282m (see Section 4);

 

(viii)    that the Budget Overview report (Section 2) and forecast budget positions for 2016/17 to 2020/21 contained in Section 2i of the report (Medium Term Financial Forecast) be noted and monitored as part of the arrangements for the delivery of the Future Council;

 

(ix)      that the Director of Finance, Assets and Information Services, in liaison with the Chief Executive and SMT as appropriate, be required to submit reports into Cabinet, as a matter of urgency, in relation to the detailed General Fund Revenue Budget for 2016/17, including recommendations on any action further to that set out above required to achieve an appropriately balanced budget for that financial year;

 

(x)       that the Chief Executive, Director of Finance, Assets and Information Services and SMT be responsible for managing within their respective budgets including ensuring the implementation of savings proposals;

 

(xi)      that the Authority's Senior Management Team be charged with ensuring that the budget remains in balance and report regularly into Cabinet on budget/savings monitoring including any action required;

 

(xii)     that the Cabinet be authorised to make any necessary technical adjustments to form the 2016/17 budget;

 

(xiii)    that appropriate consultation on the agreed budget proposals takes place with the Trade Unions and representatives of Non Domestic Ratepayers and that the views of consultees be considered by Cabinet and the Council; and

 

(xiv)    that the budget papers be submitted for the consideration of the whole Council.

 

(B)       Council Tax 2015/16

 

RESOLVED

 

(i)        that the contents of Section 8 of the report (2016/17 Council Tax calculation) of the Director of Finance, Assets and Information Services now submitted, be noted;

 

(ii)        in respect of the Council Tax 2016/17 calculations:

 

(a)       that the Council Tax Collection Fund surplus relating to Barnsley M.B.C. of £1.615M be used to reduce the Council Tax Requirement for 2016/17;

 

(b)       that the Band D Council Tax for Barnsley M.B.C.’s services be set at £1,295.25; and

 

(c)        that the Band D Council Tax for Barnsley M.B.C.’s area be set at £1,506.14 including the Police and Fire precepts as set out in (ii)(c).

 

(iii)       that, in respect of the Council Tax 2016/17 declaration:

 

(a)       that it be noted that at its meeting of its Cabinet on the 13^th January 2016 the Council made the following calculations for the year 2016/17 in accordance with Regulations made under Section 31(B) of the Local Government Finance Act 1992 as amended (the “Act”):-

 

(1)     in accordance with Section 31B (3) of the Local Government Act 1992, as amended, the number of adjusted Band D equivalent properties calculated by the Council as its Council Tax base for the year shall be 60,229.145 (Item T in the formula in Section 31B (1) of the Act);

 

(2)     that the number of adjusted Band D equivalent properties calculated by the Council, as the amounts of its Council Tax base for the year for dwellings in those parts of its area to which one or more special items relate shall be as follows:-

 

Column	A	B	C	D
Parish Area	Band D equivalent chargeable properties	95% of Band D equivalent chargeable properties	Precept Issued (after Council Tax Support Grant) (£)	Band D Equivalent Charge (£)
Billingley	98.700	93.765	1,452.00	15.49
Cawthorne	617.000	586.150	20,144.00	34.37
Dunford	237.900	226.005	8,346.00	36.93
Great Houghton	655.700	622.915	21,425.00	34.39
Gunthwaite and Ingbirchworth	285.400	271.130	5,736.00	21.16
High Hoyland	68.900	65.455	0.00	0.00
Hunshelf	166.200	157.890	3,800.00	24.07
Langsett	107.000	101.650	3,327.00	32.73
Little Houghton	177.400	168.530	2,859.00	16.96
Oxspring	458.400	435.480	17,836.00	40.96
Penistone	4,083.500	3,879.325	158,380.00	40.83
Shafton	953.000	905.350	34,642.50	38.26
Silkstone	1,198.800	1,138.860	68,865.00	60.47
Stainborough	164.200	155.990	4,421.00	28.34
Tankersley	576.300	547.485	12,209.00	22.30
Thurgoland	744.100	706.895	10,262.00	14.52
Wortley	286.900	272.555	6,996.00	25.67
Barnsley and other Non-Parish areas	52,539.700	49,893.715
Total	63,399.100	60,229.145

 

(b)       that the following amounts be now calculated by the Council for the year 2016/17 in accordance with Sections 31-36 of the “the Act”:-

 

(1)     £168,656,500.50 being the net aggregate amount the Council estimates for items set out in Section 31A (2) and 31A (3) of the Act taking into account all Precepts issued to it by Parish Councils;

 

(2)     £88,649,000 being the aggregate of the sums which the Council estimates will be payable for the year into its General Fund in respect of the Business Rate Retention Scheme and other specific grants;

 

(3)     £1,615,000 being the amount which the Council estimates will be transferred in the year from its Collection Fund to its General Fund in accordance with Section 97 (3) of the Local Government Finance Act 1988 (Council Tax Surplus);

 

(4)     £78,392,500.50 being the amount by which the amount at (iii)(b) (1) above exceeds the aggregate of amounts at (iii)(b) (2) and (iii)(b) (3) above, calculated by the Council in accordance with Section 31A(4) of the Act as its Council Tax requirement for the year (Item R in the formula in Section 31B (1) of the Act);

 

(5)     £1,301.57 calculated by the Council as being the amount at (iii)(b) (4) above (Item R in the formula in Section 31B (3); all divided by the Council Tax base as highlighted in (iii) (a) (1) above (Item T in the formula in Section 31B (1) of the Act);

 

(6)     £380,700.50 being the aggregate amount of all special amounts (Parish Precepts) referred to in Section 31A (2) of the Act; as per column C in the table in (iii)(a) (2) above;

 

(7)     £1,295.25 calculated by the Council as the basic amount of its Council Tax for the year for dwellings in those parts of its area to which no special items relate being the amount at (iii)(b) (5) above less the result given by dividing the amount at (iii)(b) (6) above divided by the amount at (iii)(a) (1) (Item T in the formula in Section 31B (1) of the Act) above in accordance with Section 34 (2) of the Act;

 

(8)     the following amounts calculated by the Council as the basic amounts of its Council Tax for the year for dwellings in those parts of its area to which one or more special items relate:-

 

 

being the amounts given by adding to the amount at (iii)(b) (7) above the amount of the special items in (iii)(a) (2) Col D in accordance with Section 34 (3) of the Act;

 

(9)     the amounts calculated by the Council as the amounts to be taken into account for the year in respect of categories of dwellings listed in different valuation bands are shown below.

 

Section 36(1) Calculation :	Valuation Bands
Part of the Council's Area
Parish of :-	A-	A	B	C	D	E	F	G	H
	£	£	£	£	£	£	£	£	£
Billingley	728.19	873.83	1,019.47	1,165.10	1,310.74	1,602.01	1,893.29	2,184.57	2,621.48
Cawthorne	738.67	886.41	1,034.15	1,181.88	1,329.62	1,625.09	1,920.57	2,216.03	2,659.24
Dunford	740.10	888.12	1,036.14	1,184.16	1,332.18	1,628.22	1,924.26	2,220.30	2,664.36
Great Houghton	738.69	886.43	1,034.17	1,181.90	1,329.64	1,625.11	1,920.59	2,216.07	2,659.28
Gunthwaite & Ingbirchworth	731.34	877.61	1,023.88	1,170.14	1,316.41	1,608.94	1,901.48	2,194.02	2,632.82
High Hoyland	719.58	863.50	1,007.42	1,151.33	1,295.25	1,583.08	1,870.92	2,158.75	2,590.50
Hunshelf	732.95	879.55	1,026.14	1,172.73	1,319.32	1,612.50	1,905.69	2,198.87	2,638.64
Langsett	737.76	885.32	1,032.88	1,180.42	1,327.98	1,623.08	1,918.20	2,213.30	2,655.96
Little Houghton	729.00	874.81	1,020.61	1,166.41	1,312.21	1,603.81	1,895.42	2,187.02	2,624.42
Oxspring	742.34	890.81	1,039.28	1,187.74	1,336.21	1,633.14	1,930.08	2,227.02	2,672.42
Penistone	742.26	890.72	1,039.18	1,187.62	1,336.08	1,632.98	1,929.90	2,226.80	2,672.16
Shafton	740.84	889.01	1,037.18	1,185.34	1,333.51	1,629.84	1,926.18	2,222.52	2,667.02
Silkstone	753.17	903.81	1,054.45	1,205.08	1,355.72	1,656.99	1,958.27	2,259.53	2,711.44
Stainborough	735.32	882.39	1,029.46	1,176.52	1,323.59	1,617.72	1,911.86	2,205.98	2,647.18
Tankersley	731.97	878.37	1,024.76	1,171.15	1,317.55	1,610.34	1,903.13	2,195.92	2,635.10
Thurgoland	727.65	873.18	1,018.71	1,164.24	1,309.77	1,600.83	1,891.89	2,182.95	2,619.54
Wortley	733.84	880.61	1,027.39	1,174.15	1,320.92	1,614.45	1,908.00	2,201.53	2,641.84
All other parts of the Council's Area	719.58	863.50	1,007.42	1,151.33	1,295.25	1,583.08	1,870.92	2,158.75	2,590.50

 

being the amounts given by multiplying the amount at (iii)(b) (8) above by the number which, in the proportion set out in Section 5 of the Act, is applicable to dwellings listed in a particular valuation band divided by the number which in that proportion is applicable to dwellings listed in valuation Band D in accordance with Section 36 (1) of the Act;

 

(c)        that it be noted that for the year 2016/17 the under-mentioned precepting Authorities have stated the following draft amounts in precepts issued to the Council in accordance with Section 42A of the Local Government Finance Act 1992, for each of the categories of dwellings shown below:-

 

		Valuation Bands
	Precept	A-	A	B	C	D	E	F	G	H
Precepting Authority	£	£	£	£	£	£	£	£	£	£
South Yorkshire Fire Authority	4,073,297	37.57	45.09	52.60	60.12	67.63	82.66	97.69	112.72	135.26
South Yorkshire Police Authority*	9,224,696	85.09	102.11	119.12	136.14	153.16	187.20	221.23	255.27	306.32

 

(d)       that having calculated the aggregate in each case of the amounts at (iii)(b) (9) and (iii)(c) above, the Council in accordance with Section 30 (2) of the Local Government Finance Act 1992, hereby sets the amounts shown below as the amounts of Council Tax for the year 2016/17 for each of the categories of dwellings shown below:-

 

Section 30(2) Calculation :	Valuation Bands
Part of the Council's Area
Parish of :-	A-	A	B	C	D	E	F	G	H
	£	£	£	£	£	£	£	£	£
Billingley	850.85	1,021.03	1,191.19	1,361.36	1,531.53	1,871.87	2,212.21	2,552.56	3,063.06
Cawthorne	861.33	1,033.61	1,205.87	1,378.14	1,550.41	1,894.95	2,239.49	2,584.02	3,100.82
Dunford	862.76	1,035.32	1,207.86	1,380.42	1,552.97	1,898.08	2,243.18	2,588.29	3,105.94
Great Houghton	861.35	1,033.63	1,205.89	1,378.16	1,550.43	1,894.97	2,239.51	2,584.06	3,100.86
Gunthwaite & Ingbirchworth	854.00	1,024.81	1,195.60	1,366.40	1,537.20	1,878.80	2,220.40	2,562.01	3,074.40
High Hoyland	842.24	1,010.70	1,179.14	1,347.59	1,516.04	1,852.94	2,189.84	2,526.74	3,032.08
Hunshelf	855.61	1,026.75	1,197.86	1,368.99	1,540.11	1,882.36	2,224.61	2,566.86	3,080.22
Langsett	860.42	1,032.52	1,204.60	1,376.68	1,548.77	1,892.94	2,237.12	2,581.29	3,097.54
Little Houghton	851.66	1,022.01	1,192.33	1,362.67	1,533.00	1,873.67	2,214.34	2,555.01	3,066.00
Oxspring	865.00	1,038.01	1,211.00	1,384.00	1,557.00	1,903.00	2,249.00	2,595.01	3,114.00
Penistone	864.92	1,037.92	1,210.90	1,383.88	1,556.87	1,902.84	2,248.82	2,594.79	3,113.74
Shafton	863.50	1,036.21	1,208.90	1,381.60	1,554.30	1,899.70	2,245.10	2,590.51	3,108.60
Silkstone	875.83	1,051.01	1,226.17	1,401.34	1,576.51	1,926.85	2,277.19	2,627.52	3,153.02
Stainborough	857.98	1,029.59	1,201.18	1,372.78	1,544.38	1,887.58	2,230.78	2,573.97	3,088.76
Tankersley	854.63	1,025.57	1,196.48	1,367.41	1,538.34	1,880.20	2,222.05	2,563.91	3,076.68
Thurgoland	850.31	1,020.38	1,190.43	1,360.50	1,530.56	1,870.69	2,210.81	2,550.94	3,061.12
Wortley	856.50	1,027.81	1,199.11	1,370.41	1,541.71	1,884.31	2,226.92	2,569.52	3,083.42
All other parts of the Council's Area	842.24	1,010.70	1,179.14	1,347.59	1,516.04	1,852.94	2,189.84	2,526.74	3,032.08

 

(e)       that the Director of Finance, Property and Information Services be authorised to serve notices, enter into agreements, give receipts, make adjustments, initiate proceedings and take any action available to the Council to collect or enforce the collection of non-domestic rates and the Council Tax from those persons liable in accordance with the Council’s agreed policy; and

 

(f)        that the Director of Finance, Property and Information Services determines in accordance with the principles determined by the Secretary of State and set out in the Referendums Relating to Council Tax Increases (Principles) (England) Report 2015/16, that Barnsley Metropolitan Borough Council’s relevant basic amount of Council Tax for the year 2015/16 as defined by Section 41 of the Local Audit and Accountability Act 2014 is not excessive.

 

(g)       that the Director of Legal and Governance be authorised to publish the Council Tax Notice in accordance with the provisions of Section 38 of the Local Government Finance Act 1992.

 

In accordance with the requirements of the Local Authorities (Standing Orders) (England) (Amendment) Regulations 2014, a recorded vote was taken on the above items (Minutes 170 (A) and (B) refers).

 

In favour of the motion

 

The Mayor (Councillor Mathers), and Councillors Andrews BEM, Barnard, D Birkinshaw, P Birkinshaw, Bruff, Burgess, G Carr, J Carr, Cave, Cheetham, Cherryholme, Clarke, Clements, Coates, Dures, Ennis, Franklin, Frost, Gardiner, Gollick, D Green, Grundy, Hampson, Hand-Davis, Hayward, Higginbottom, Sir Steve Houghton CBE, Howard, Johnson, Lamb, Leech, Markham, Miller, Millner, Mitchell, Morgan, Noble, Platts, Pourali, Richardson, Riggs, Saunders, Sheard, Shepherd, Spence, Stowe, Tattersall, Unsworth, Williams, Wilson, Worton, C Wraith MBE and R Wraith.

 

No councillors voted against the motion or abstained

 

All Councillors present at the time of the vote, actually voted.