Agenda item

 

(A)       Budget Proposals 2017/18

 

RECOMMENDED TO COUNCIL

 

(i)      that the report of the Director of Finance, Assets and Information Services under Section 25 of the Local Government Act 2003 at Section 1 be noted and that the 2017/18 budget proposals be agreed on the basis that the Chief Executive and Senior Management Team (SMT), in consultation with Cabinet Spokespersons, submit for early consideration detailed proposals from the ongoing activity in order that the potential budget gaps in 2018/19 and the longer term be closed;

 

(ii)     that the Overview of Financial Planning for 2020 report and forecast budget positions for 2017/18 to 2019/20 contained in Section 2 be noted and monitored as part of the arrangements for the delivery of the Future Council 2020;

 

(iii)    that the budget proposals for all services for 2017/18 – 2019/20, as detailed in Sections 4 and 5 of the report submitted, be approved, subject to the submission of detailed implementation reports, as appropriate;

 

(iv)    that the 2020 Directorate spending plans outlined in Section 6 be noted;

 

(v)     that the proposed savings in 2018/19 and 2019/20 be agreed subject to further consideration in future budget processes taking account of any further Equality Impact Assessments;

 

(vi)    that the total additional specific funded capital investment of £23.1m as outlined at Section 7 be included within the capital programme and released subject to further detailed reports on the proposals for its use;

 

(vii)   that the future Council Investment requirements as outlined in Table 1 at Section 7 be agreed to progress to full business cases and be considered by Cabinet on a case by case basis.  At this stage approval up to the resources currently available of £31.7m be considered;

 

(viii)  that the fees and charges set out in Appendix 1 of Section 8 of the report be approved from 1^st April, 2017 or later in 2017/18 as applicable;

 

(ix)    that Section 10 (Position on Reserves, Provisions and Balances) be noted;

 

(x)     that the Aggregated Equality Impact Assessment at Section 11 of the proposals be noted and the proposed mitigation actions in the report be approved;

 

(xi)    that the cash limited budgets for each service with overall net expenditure for 2017/18 of £166.201m, as detailed at Section 4, be approved;

 

(xii)   that the Chief Executive and SMT, in consultation with the Cabinet Spokespersons as appropriate, be required to submit reports into Cabinet as a matter of urgency, in relation to the detailed General Fund Revenue Budget for 2017/18 including recommendations on any action further to that set out above required to achieve an appropriately balanced budget for that financial year;

 

(xiii)  that the Chief Executive and SMT be responsible for managing their respective budgets including ensuring the implementation of savings proposals;

 

(xiv)  that the Chief Executive and SMT, in consultation with the appropriate Cabinet Spokesperson, be required to submit regular reports as necessary on the implementation of proposals into Cabinet as a matter of urgency to resolve any outstanding issues in relation to their budgets and deal with any consequential effects;

 

(xv)   that the Authority’s SMT be charged with ensuring that the budget remains in balance and report regularly into Cabinet on budget/savings monitoring including any action required;

 

(xvi)  that Cabinet be authorised to make any necessary technical adjustments to form the 2017/18 budget; and

 

(xvii)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.

 

(B)      Council Tax 2017/18

 

RECOMMENDED TO COUNCIL

 

(i)      that the contents of Section 9 of the report (2017/18 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 31^st  March 2016 relating to BMBC of £1.615M be used to reduce the 2017/18 Council Tax requirement, in line with statute;

 

(iii)    that the 2017/18 Band D Council Tax increase for Barnsley MBC's services be set at 4.9% (1.9% for Barnsley MBC services and an additional 3% 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 2017/18; 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 2017/18.

 

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

 

 (A)      Budget Proposals 2017/18

 

RESOLVED

 

(i)      that the report of the Director of Finance, Assets and Information Services under Section 25 of the Local Government Act 2003 at Section 1 be noted and that the 2017/18 budget proposals be agreed on the basis that the Chief Executive and Senior Management Team (SMT), in consultation with Cabinet Spokespersons, submit for early consideration detailed proposals from the ongoing activity in order that the potential budget gaps in 2018/19 and the longer term be closed;

 

(ii)     that the Overview of Financial Planning for 2020 report and forecast budget positions for 2017/18 to 2019/20 contained in Section 2 be noted and monitored as part of the arrangements for the delivery of the Future Council 2020;

 

(iii)    that the budget proposals for all services for 2017/18 – 2019/20, as detailed in Sections 4 and 5 of the report submitted, be approved, subject to the submission of detailed implementation reports, as appropriate;

 

(iv)    that the 2020 Directorate spending plans outlined in Section 6 be noted;

 

(v)     that the proposed savings in 2018/19 and 2019/20 be agreed subject to further consideration in future budget processes taking account of any further Equality Impact Assessments;

 

(vi)    that the total additional specific funded capital investment of £23.1m as outlined at Section 7 be included within the capital programme and released subject to further detailed reports on the proposals for its use;

 

(vii)   that the future Council Investment requirements as outlined in Table 1 at Section 7 be agreed to progress to full business cases and be considered by Cabinet on a case by case basis.  At this stage approval up to the resources currently available of £31.7m be considered;

 

(viii)  that the fees and charges set out in Appendix 1 of Section 8 of the report be approved from 1^st April, 2017 or later in 2017/18 as applicable;

 

(ix)    that Section 10 (Position on Reserves, Provisions and Balances) be noted;

 

(x)     that the Aggregated Equality Impact Assessment at Section 11 of the proposals be noted and the proposed mitigation actions in the report be approved;

 

(xi)    that the cash limited budgets for each service with overall net expenditure for 2017/18 of £166.201m, as detailed at Section 4, be approved;

 

(xii)   that the Chief Executive and SMT, in consultation with the Cabinet Spokespersons as appropriate, be required to submit reports into Cabinet as a matter of urgency, in relation to the detailed General Fund Revenue Budget for 2017/18 including recommendations on any action further to that set out above required to achieve an appropriately balanced budget for that financial year;

 

(xiii)  that the Chief Executive and SMT be responsible for managing their respective budgets including ensuring the implementation of savings proposals;

 

(xiv)  that the Chief Executive and SMT, in consultation with the appropriate Cabinet Spokesperson, be required to submit regular reports as necessary on the implementation of proposals into Cabinet as a matter of urgency to resolve any outstanding issues in relation to their budgets and deal with any consequential effects;

 

(xv)   that the Authority’s SMT be charged with ensuring that the budget remains in balance and report regularly into Cabinet on budget/savings monitoring including any action required;

 

(xvi)  that Cabinet be authorised to make any necessary technical adjustments to form the 2017/18 budget; and

 

(xvii)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

 

(B)      Council Tax 2017/18

 

RESOLVED

 

(i)      that the contents of Section 9 of the report (2017/18 Council Tax calculation) of the Director of Finance, Assets and Information Services now submitted, be noted;

 

(ii)     in respect of the Council Tax 2017/18 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 2017/18;

 

(b)     that the Band D Council Tax for Barnsley M.B.C.’s services be set at £1,358.72 which includes the cumulative special precept earmarked specifically for Adult Social Care of £63.79; and

 

(c)     that the Band D Council Tax for Barnsley M.B.C.’s area be set at £1,585.84 including the Police and Fire precepts as set out in (ii)(c).

 

(iii)    that, in respect of the Council Tax 2017/18 declaration:

 

(a)     that it be noted that at its meeting of its Cabinet on the 11^th January 2017 the Council made the following calculations for the year 2017/18 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 62,346.885 (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	99.100	94.145	1,479.00	15.71
Cawthorne	613.300	582.635	20,144.00	34.57
Dunford	246.700	234.365	8,346.00	35.61
Great Houghton	653.000	620.350	21,425.00	34.54
Gunthwaite and Ingbirchworth	286.700	272.365	5,736.00	21.06
High Hoyland	70.400	66.880	0.00	0.00
Hunshelf	169.100	160.645	4,200.00	26.14
Langsett	107.400	102.030	3,327.00	32.61
Little Houghton	181.800	172.710	4,359.00	25.24
Oxspring	465.000	441.750	18,214.00	41.23
Penistone	4247.100	4,034.745	164,740.00	40.83
Shafton	959.300	911.335	35,435.50	38.88
Silkstone	1201.600	1,141.520	70,365.00	61.64
Stainborough	165.200	156.940	4,512.00	28.75
Tankersley	588.800	559.360	12,209.00	21.83
Thurgoland	750.300	712.785	10,556.00	14.81
Wortley	294.400	279.680	7,246.00	25.91
Barnsley and other Non-Parish areas	54,529.100	51,802.645
Total	65,628.300	62,346.885

 

(b)     that the following amounts be now calculated by the Council for the year 2017/18 in accordance with Sections 31-36 of the “the Act”:-

 

(1)     £166,593,253.50 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)     £79,874,000 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)     £85,104,253.50 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)     £1,365.01 calculated by the Council as being the amount at (ii)(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)     £392,393.50 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)     £1,358.72 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:
Part of the Council's Area
	Valuation Bands
Parish of:-	A-	A	B	C	D	E	F	G	H
	£	£	£	£	£	£	£	£	£
Billingley	763.57	916.28	1,069.00	1,221.71	1,374.43	1,679.86	1,985.29	2,290.71	2,748.86
Cawthorne	774.05	928.86	1,083.67	1,238.48	1,393.29	1,702.91	2,012.53	2,322.15	2,786.58
Dunford	774.62	929.55	1,084.48	1,239.40	1,394.33	1,704.18	2,014.04	2,323.88	2,788.66
Great Houghton	774.03	928.84	1,083.64	1,238.45	1,393.26	1,702.88	2,012.49	2,322.10	2,786.52
Gunthwaite & Ingbirchworth	766.54	919.85	1,073.16	1,226.47	1,379.78	1,686.40	1,993.02	2,299.63	2,759.56
High Hoyland	754.84	905.81	1,056.78	1,207.75	1,358.72	1,660.66	1,962.60	2,264.53	2,717.44
Hunshelf	769.36	923.24	1,077.11	1,230.99	1,384.86	1,692.61	2,000.36	2,308.10	2,769.72
Langsett	772.96	927.55	1,082.14	1,236.74	1,391.33	1,700.52	2,009.70	2,318.88	2,782.66
Little Houghton	768.86	922.64	1,076.41	1,230.19	1,383.96	1,691.51	1,999.06	2,306.60	2,767.92
Oxspring	777.75	933.30	1,088.85	1,244.40	1,399.95	1,711.05	2,022.15	2,333.25	2,799.90
Penistone	777.52	933.03	1,088.54	1,244.04	1,399.55	1,710.56	2,021.58	2,332.58	2,799.10
Shafton	776.44	931.73	1,087.02	1,242.31	1,397.60	1,708.18	2,018.76	2,329.33	2,795.20
Silkstone	789.08	946.90	1,104.72	1,262.54	1,420.36	1,736.00	2,051.64	2,367.26	2,840.72
Stainborough	770.81	924.98	1,079.14	1,233.31	1,387.47	1,695.80	2,004.13	2,312.45	2,774.94
Tankersley	766.97	920.36	1,073.76	1,227.15	1,380.55	1,687.34	1,994.13	2,300.91	2,761.10
Thurgoland	763.07	915.68	1,068.30	1,220.91	1,373.53	1,678.76	1,983.99	2,289.21	2,747.06
Wortley	769.23	923.08	1,076.93	1,230.78	1,384.63	1,692.33	2,000.03	2,307.71	2,769.26
All other parts of the Council's Area	754.84	905.81	1,056.78	1,207.75	1,358.72	1,660.66	1,962.60	2,264.53	2,717.44
This shows the total council tax for Barnsley MBC and local parishes (excluding Police and Fire Precepts) .

 

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 2017/18 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	4,299,441	38.31	45.97	53.64	61.30	68.96	84.28	99.61	114.93	137.92
South Yorkshire Police Authority*	9,860,783	87.87	105.44	123.01	140.59	158.16	193.31	228.45	263.60	316.32

 

(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 2017/18 for each of the categories of dwellings shown below:-

 

Section 30(2) Calculation :
Part of the Council's Area
	Valuation Bands
Parish of :-	A-	A	B	C	D	E	F	G	H
	£	£	£	£	£	£	£	£	£
Billingley	889.75	1,067.69	1,245.65	1,423.60	1,601.55	1,957.45	2,313.35	2,669.24	3,203.10
Cawthorne	900.23	1,080.27	1,260.32	1,440.37	1,620.41	1,980.50	2,340.59	2,700.68	3,240.82
Dunford	900.80	1,080.96	1,261.13	1,441.29	1,621.45	1,981.77	2,342.10	2,702.41	3,242.90
Great Houghton	900.21	1,080.25	1,260.29	1,440.34	1,620.38	1,980.47	2,340.55	2,700.63	3,240.76
Gunthwaite & Ingbirchworth	892.72	1,071.26	1,249.81	1,428.36	1,606.90	1,963.99	2,321.08	2,678.16	3,213.80
High Hoyland	881.02	1,057.22	1,233.43	1,409.64	1,585.84	1,938.25	2,290.66	2,643.06	3,171.68
Hunshelf	895.54	1,074.65	1,253.76	1,432.88	1,611.98	1,970.20	2,328.42	2,686.63	3,223.96
Langsett	899.14	1,078.96	1,258.79	1,438.63	1,618.45	1,978.11	2,337.76	2,697.41	3,236.90
Little Houghton	895.04	1,074.05	1,253.06	1,432.08	1,611.08	1,969.10	2,327.12	2,685.13	3,222.16
Oxspring	903.93	1,084.71	1,265.50	1,446.29	1,627.07	1,988.64	2,350.21	2,711.78	3,254.14
Penistone	903.70	1,084.44	1,265.19	1,445.93	1,626.67	1,988.15	2,349.64	2,711.11	3,253.34
Shafton	902.62	1,083.14	1,263.67	1,444.20	1,624.72	1,985.77	2,346.82	2,707.86	3,249.44
Silkstone	915.26	1,098.31	1,281.37	1,464.43	1,647.48	2,013.59	2,379.70	2,745.79	3,294.96
Stainborough	896.99	1,076.39	1,255.79	1,435.20	1,614.59	1,973.39	2,332.19	2,690.98	3,229.18
Tankersley	893.15	1,071.77	1,250.41	1,429.04	1,607.67	1,964.93	2,322.19	2,679.44	3,215.34
Thurgoland	889.25	1,067.09	1,244.95	1,422.80	1,600.65	1,956.35	2,312.05	2,667.74	3,201.30
Wortley	895.41	1,074.49	1,253.58	1,432.67	1,611.75	1,969.92	2,328.09	2,686.24	3,223.50
All other parts of the Council's Area	881.02	1,057.22	1,233.43	1,409.64	1,585.84	1,938.25	2,290.66	2,643.06	3,171.68
This is the total Council Tax. It includes all the precepts.

 

(e)     that the Director of Finance, Assets 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, Assets 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 2017/18, that Barnsley Metropolitan Borough Council’s relevant basic amount of Council Tax for the year 2017/18 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 (Minute 197 (A) and (B) refers).

 

In favour of the motion

 

The Mayor (Councillor Burgess) and Councillors Andrews, Barnard, D Birkinshaw Bruff, G Carr, J Carr, Cave, Cheetham, Clarke, Clements, Coates, K Dyson, M Dyson, Ennis, Franklin, Frost, Gardiner, Gollick, D Green, Daniel Griffin, David Griffin, Grundy, Hampson, Hand-Davis, Higginbottom, Sir Steve Houghton CBE, Howard, C Johnson, W Johnson, Lamb, Leech, Lofts, Markham, Miller, Millner, Mitchell, Noble, Phillips, Platts, Pourali, Richardson, Riggs, Saunders, Shepherd, Spence, Stowe, Tattersall, Unsworth, Williams, Wilson, 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.