Agenda item

(A)          Budget Proposals

 

RECOMMENDED TO COUNCIL:-

 

(i)        that the Future Council 2020 Strategy at Section 1 of the report now submitted be noted and implemented accordingly;

 

(ii)       that the report of the Service Director Finance under Section 25 of the Local Government Act 2003 at Section 2 be noted, that the 2019/20 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 plans that ensure the Council’s ongoing financial sustainability for 2020/21 and beyond;

 

(iii)      that the revised Medium Term Financial Strategy and Forecast for 2019/20 to 2021/22 contained at Section 3 and Section 3a (supported by the Capital Investment Strategy at Section 3b and the Financial Resilience position at Section 3d) be noted and monitored as part of the arrangements for the delivery of the Future Council 2020 Strategy;

 

(iv)      that the Treasury Management Strategy and Policy Statement at Section 3c be noted and the proposed Treasury Management Strategy for 2019/20 be approved including:-

 

·         the Borrowing Strategy and Prudential and Treasury Indicators;

 

·         the revised Minimum Revenue Provision Statement; and

 

·         the Annual Investment Strategy.

 

(v)       that the Council’s current reserves position at Section 4 be noted and monitored as part of the arrangements for the delivery of the Future Council 2020 Strategy;

 

(vi)      that the budgets for all services and the 2019/20 budget proposals presented at Sections 6A – 6C and Sections 10A – 10E of the report be approved subject to Cabinet receiving detailed implementation reports where appropriate;

 

(vii)     that the changes to the schools funding formula, including the transfer of funding from the schools block to the high needs block, be approved together with the proposed 2019/20 schools block budget as set out at Section 6D;

 

(viii)    that the new General Fund capital investment of £23.9m (as outlined at Section 7 Appendix A) and £8.4m (Section 7 Table 5) of specifically funded schemes be included within the capital programme and released subject to further detailed reports on the proposals for their use;

 

(vix)    that the availability of £1.9m of Housing related reserves to be considered against future housing priorities in 2019/20 as set out at Section 7 Table 3 be noted;

 

(x)       that approval be given to earmark the remaining unallocated resources of £16.1m at Section 7 Table 3 in view of the ongoing Brexit uncertainty particularly recognising the major economic regeneration initiatives the Council is taking forward;

 

(xi)      that the detailed proposals for increases to existing fees and charges and new fees and charges be approved and implemented as set out at Section 9;

 

(xii)     that the efficiency proposals for 2019/20 in Sections 10A to 10E be agreed, subject to consideration of any further Equality Impact Assessments;

 

(xiii)    that approval be given to the creation of a spot salary for the role of Service Director with effect from 1 June 2019 (see Section 11);

 

(xiv)    that the existing Elected Members Scheme of Allowances (Section 12) continue and that following consideration of a report from the Council’s Independent Remuneration Panel that the indexation formula for the increase in allowances (linked to related increases for officer remuneration) be retained;

 

(xv)     that the Aggregated Equality Impact Assessment (Section 14) of the proposals be noted and the proposed mitigation actions in the report be approved;

 

(xvi)    that the cash limited budgets for each service with overall net expenditure for 2019/20 of £169.064m be approved;

 

(xvii)   that the Chief Executive and SMT, in consultation with the Cabinet Spokespersons, be required to submit reports into Cabinet, as a matter of urgency, in relation to the detailed General Fund Revenue Budget for 2019/20 on any further action required to achieve an appropriately balanced budget in addition to those proposals set out above;

 

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

 

(xix)    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;

 

(xx)     that Cabinet and the Section 151 Officer be authorised to make any necessary technical adjustments to form the 2019/20 budget;

 

(xxi)    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

 

(xxii)   that the budget papers be submitted for the consideration of the Full Council.

 

(B)       Council Tax 2019/20

 

RECOMMENDED TO COUNCIL:-

 

(i)        that the contents of Section 8 of the report (2019/20 Council Tax options) now submitted, be noted;

 

(ii)       that the estimated Council Tax Collection Fund net surplus as at 31^st  March 2019 relating to BMBC of £2.615m be used to reduce the 2019/20 Council Tax requirement, in line with statute;

 

(iii)      that the 2019/20 Band D Council Tax increase for Barnsley MBC's services be set at 4.49% (2.99% for Barnsley MBC services and an additional 1.5% 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 2019/20; and

 

(v)       that the Band D Council Tax for areas of the Borough with Parish/Town Councils be determined following confirmation of individualparish precepts for 2019/20.

Minute 202 (A) and (B) were Moved by Councillor Gardiner – Seconded by Councillor Franklin; and

 

(A)          Budget Proposals

 

RESOLVED:-

 

(i)         that the Future Council 2020 Strategy at Section 1 of the report now submitted be noted and implemented accordingly;

 

(ii)        that the report of the Service Director Finance under Section 25 of the Local Government Act 2003 at Section 2 be noted, that the 2019/20 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 plans that ensure the Council’s ongoing financial sustainability for 2020/21 and beyond;

 

(iii)       that the revised Medium Term Financial Strategy and Forecast for 2019/20 to 2021/22 contained at Section 3 and Section 3a (supported by the Capital Investment Strategy at Section 3b and the Financial Resilience position at Section 3d) be noted and monitored as part of the arrangements for the delivery of the Future Council 2020 Strategy;

 

(iv)       that the Treasury Management Strategy and Policy Statement at Section 3c be noted and the proposed Treasury Management Strategy for 2019/20 be approved including:-

 

·         the Borrowing Strategy and Prudential and Treasury Indicators;

 

·         the revised Minimum Revenue Provision Statement; and

 

·         the Annual Investment Strategy.

 

(v)       that the Council’s current reserves position at Section 4 be noted and monitored as part of the arrangements for the delivery of the Future Council 2020 Strategy;

 

(vi)       that the budgets for all services and the 2019/20 budget proposals presented at Sections 6A – 6C and Sections 10A – 10E of the report be approved subject to Cabinet receiving detailed implementation reports where appropriate;

 

(vii)      that the changes to the schools funding formula, including the transfer of funding from the schools block to the high needs block, be approved together with the proposed 2019/20 schools block budget as set out at Section 6D;

 

(viii)     that the new General Fund capital investment of £23.9m (as outlined at Section 7 Appendix A) and £8.4m (Section 7 Table 5) of specifically funded schemes be included within the capital programme and released subject to further detailed reports on the proposals for their use;

 

(vix)     that the availability of £1.9m of Housing related reserves to be considered against future housing priorities in 2019/20 as set out at Section 7 Table 3 be noted;

 

(x)       that approval be given to earmark the remaining unallocated resources of £16.1m at Section 7 Table 3 in view of the ongoing Brexit uncertainty particularly recognising the major economic regeneration initiatives the Council is taking forward;

 

(xi)       that the detailed proposals for increases to existing fees and charges and new fees and charges be approved and implemented as set out at Section 9;

 

(xii)      that the efficiency proposals for 2019/20 in Sections 10A to 10E be agreed, subject to consideration of any further Equality Impact Assessments;

 

(xiii)     that approval be given to the creation of a spot salary for the role of Service Director with effect from 1 June 2019 (see Section 11);

 

(xiv)     that the existing Elected Members Scheme of Allowances (Section 12) continue and that following consideration of a report from the Council’s Independent Remuneration Panel that the indexation formula for the increase in allowances (linked to related increases for officer remuneration) be retained;

 

(xv)     that the Aggregated Equality Impact Assessment (Section 14) of the proposals be noted and the proposed mitigation actions in the report be approved;

 

(xvi)     that the cash limited budgets for each service with overall net expenditure for 2019/20 of £169.064m be approved;

 

(xvii)    that the Chief Executive and SMT, in consultation with the Cabinet Spokespersons, be required to submit reports into Cabinet, as a matter of urgency, in relation to the detailed General Fund Revenue Budget for 2019/20 on any further action required to achieve an appropriately balanced budget in addition to those proposals set out above;

 

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

 

(xix)     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;

 

(xx)     that Cabinet and the Section 151 Officer be authorised to make any necessary technical adjustments to form the 2019/20 budget;

 

(xxi)     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 2019/20

 

RESOLVED:-

 

(i)            that the contents of Section 8 of the report (2019/20 Council Tax options) now submitted, be noted;

 

(ii)       in respect of the Council Tax 2019/20 calculations:

 

(a)  that the Council Tax Collection Fund surplus relating to Barnsley M.B.C. of £2.615M be used to reduce the Council Tax Requirement for 2019/20;

 

(b)  that the Band D Council Tax for Barnsley M.B.C.’s services be set at £1,483.48 which includes the cumulative special precept earmarked specifically for Adult Social Care of £105.47; and

 

(c)  that the Band D Council Tax for Barnsley M.B.C.’s area be set at £1,750.77 including the Police and Fire precepts as set out in (iii)(c).

 

(iii)  that, in respect of the Council Tax 2019/20 declaration:

 

(a)  that it be noted that at its meeting of its Cabinet on the 9^th January 2019 the Council made the following calculations for the year 2019/20 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 64,801.54 (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:-

 

TABLE 1
Column	A	B	C	D = C / B
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	97.200	92.340	1,532.00	16.59
Cawthorne	615.600	584.820	20,144.00	34.44
Dunford	251.400	238.830	8,346.00	34.95
Great Houghton	665.000	631.750	22,425.00	35.50
Gunthwaite and Ingbirchworth	291.400	276.830	5,736.00	20.72
High Hoyland	69.490	66.020	-	-
Hunshelf	163.310	155.140	4,800.00	30.94
Langsett	109.000	103.550	3,521.00	34.00
Little Houghton	195.600	185.820	4,359.00	23.46
Oxspring	469.510	446.030	18,930.00	42.44
Penistone	4,414.200	4,193.490	171,220.00	40.83
Shafton	962.600	914.470	36,245.00	39.63
Silkstone	1,213.600	1,152.920	73,365.00	63.63
Stainborough	161.400	153.330	4,700.00	30.65
Tankersley	634.890	603.150	12,209.00	20.24
Thurgoland	754.690	716.960	10,877.00	15.17
Wortley	315.910	300.110	7,596.00	25.31
Barnsley and Other Non-Parish Areas	56,069.450	53,265.980
Total	67,454.250	64,081.540	406,005.00

 

(b)  that the following amounts be now calculated by the Council for the year 2019/20 in accordance with Sections 31-36 of the “the Act”:-

 

(1) £169,470,424.00 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) £71,386,000 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) £2,615,000 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) £95,469,424.00 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) £1,489.81 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) £406,005.00being 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 (ii)(a) (2) above 

 

(7) £1,483.48 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.

 

TABLE 3
section 36(1) Calculation :
Part of the Council's Area
	Valuation Bands
Parish of :-	A-	A	B	C	D	E	F	G	H
	£	£	£	£	£	£	£	£	£
Billingley	833.36	1,000.04	1,166.71	1,333.39	1,500.07	1,833.41	2,166.76	2,500.10	3,000.14
Cawthorne	843.27	1,011.94	1,180.60	1,349.25	1,517.92	1,855.22	2,192.55	2,529.85	3,035.84
Dunford	843.56	1,012.28	1,180.99	1,349.71	1,518.43	1,855.85	2,193.28	2,530.70	3,036.86
Great Houghton	843.86	1,012.65	1,181.42	1,350.20	1,518.98	1,856.52	2,194.08	2,531.62	3,037.96
Gunthwaite & Ingbirchworth	835.65	1,002.79	1,169.93	1,337.06	1,504.20	1,838.45	2,172.73	2,506.98	3,008.40
High Hoyland	824.14	988.98	1,153.81	1,318.64	1,483.48	1,831.13	2,142.80	2,472.45	2,966.96
Hunshelf	841.33	1,009.61	1,177.87	1,346.14	1,514.42	1,850.95	2,187.49	2,524.02	3,028.84
Langsett	843.03	1,011.65	1,180.25	1,348.86	1,517.48	1,854.69	2,191.91	2,529.12	3,034.96
Little Houghton	837.17	1,004.62	1,172.06	1,339.49	1,506.94	1,841.80	2,176.69	2,511.55	3,013.88
Oxspring	847.72	1,017.27	1,186.82	1,356.36	1,525.92	1,865.00	2,204.10	2,543.18	3,051.84
Penistone	846.82	1,016.20	1,185.57	1,354.93	1,524.31	1,863.03	2,201.78	2,540.50	3,048.62
Shafton	846.16	1,015.40	1,184.63	1,353.87	1,523.11	1,861.57	2,200.04	2,538.50	3,046.22
Silkstone	859.49	1,031.40	1,203.30	1,375.20	1,547.11	1,890.90	2,234.71	2,578.50	3,094.22
Stainborough	841.17	1,009.41	1,177.65	1,345.88	1,514.13	1,850.59	2,187.07	2,523.53	3,028.26
Tankersley	835.38	1,002.47	1,169.55	1,336.63	1,503.72	1,837.87	2,172.04	2,506.18	3,007.44
Thurgoland	832.57	999.09	1,165.61	1,332.12	1,498.65	1,831.67	2,164.71	2,497.73	2,997.30
Wortley	838.20	1,005.85	1,173.50	1,341.14	1,508.79	1,844.06	2,179.36	2,514.63	3,017.58
Barnsley and Other Non-   Parish Areas	824.14	988.98	1,153.81	1,318.64	1,483.48	1,813.13	2,142.80	2,472.45	2,966.96
This table shows the total Council Tax for Barnsley MBC and local parishes (excluding Police and Fire Precepts).
The charge for individual valuation bands is calculated as a proportion of a Band D property, as per Section 5 of the Local Government Finance Act 1992.

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 2019/20 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:-

 

	Total Precept	TABLE 4
		Valuation Bands
		A-	A	B	C	D	E	F	G	H
Precepting Authority:	£	£	£	£	£	£	£	£	£	£
South Yorkshire Fire Authority	4,686,283	40.63	48.75	56.88	65.00	73.13	89.38	105.63	121.88	146.26
South Yorkshire Police Authority	12,442,072	107.87	129.44	151.01	172.59	194.16	237.31	280.45	323.60	388.32

        

(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 2019/20 for each of the categories of dwellings shown below:-

 

 

Section 30(2) Calculation :	TABLE 5
Part of the Council's Area	Valuation Bands
Parish of :-	A-	A	B	C	D	E	F	G	H
	£	£	£	£	£	£	£	£	£
Billingley	981.86	1,178.23	1,374.60	1,570.98	1,767.36	2,160.10	2,552.84	2,945.58	3,534.72
Cawthorne	991.77	1,190.13	1,388.49	1,586.84	1,785.21	2,181.91	2,578.63	2,975.33	3,570.42
Dunford	992.06	1,190.47	1,388.88	1,587.30	1,785.72	2,182.54	2,579.36	2,976.18	3,571.44
Great Houghton	992.36	1,190.84	1,389.31	1,587.79	1,786.27	2,183.21	2,580.16	2,977.10	3,572.54
Gunthwaite & Ingbirchworth	984.15	1,180.98	1,377.82	1,574.65	1,771.49	2,165.14	2,558.81	2,952.46	3,542.98
High Hoyland	972.64	1,167.17	1,361.70	1,556.23	1,750.77	2,139.82	2,528.88	2,917.93	3,501.54
Hunshelf	989.83	1,187.80	1,385.76	1,583.73	1,781.71	2,177.64	2,573.57	2,969.50	3,563.42
Langsett	991.53	1,189.84	1,388.14	1,586.45	1,784.77	2,181.38	2,577.99	2,974.60	3,569.54
Little Houghton	985.67	1,182.81	1,379.95	1,577.08	1,774.23	2,168.49	2,562.77	2,957.03	3,548.46
Oxspring	996.22	1,195.46	1,394.71	1,593.95	1,793.21	2,191.69	2,590.18	2,988.66	3,586.42
Penistone	995.32	1,194.39	1,393.46	1,592.52	1,791.60	2,189.72	2,587.86	2,985.98	3,583.20
Shafton	994.66	1,193.59	1,392.52	1,591.46	1,790.40	2,188.26	2,586.12	2,983.98	3,580.80
Silkstone	1,007.99	1,209.59	1,411.19	1,612.79	1,814.40	2,217.59	2,620.79	3,023.98	3,628.80
Stainborough	989.67	1,187.60	1,385.54	1,583.47	1,781.42	2,177.28	2,573.15	2,969.01	3,562.84
Tankersley	983.88	1,180.66	1,377.44	1,574.22	1,771.01	2,164.56	2,558.12	2,951.66	3,542.02
Thurgoland	981.07	1,177.28	1,373.50	1,569.71	1,765.94	2,158.36	2,550.79	2,943.21	3,531.88
Wortley	986.70	1,184.04	1,381.39	1,578.73	1,776.08	2,170.75	2,565.44	2,960.11	3,552.16
Barnsley and Other Non-Parish Areas	972.64	1,167.17	1,361.70	1,556.23	1,750.77	2,139.82	2,528.88	2,917.93	3,501.54
This table shows the total Council Tax for Barnsley MBC, local parishes and the Police & Fire Precepts
The table is the sum of the total Council Tax for Barnsley MBC and local parishes (Table 3) and the precept amounts for the Police and Fire Authorities respectively (Table 4).

 

(e)  that the Service Director (S151 Officer) 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 Service Director (S151 Officer) 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 2018/19, that Barnsley Metropolitan Borough Council’s relevant basic amount of Council Tax for the year 2019/20 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.

 

Following discussion, Councillor Sir Stephen Houghton CBE put forward a motion in accordance with Standing Order 7(10) that the question now be put, which was seconded by Councillor Andrews BEM and duly carried.

 

In accordance with the requirements of the Local Authorities (Standing Orders) (England) (Amendment) Regulations 2014, a recorded vote was then taken on the above items (Minute 202 (A) and (B) refers).

 

Those in favour of the motion, present at the time of voting

Councillors Andrews BEM, Barnard, D. Birkinshaw, P. Birkingshaw, Bowler, Bruff, Burgess, Carr, Cave, Charlesworth, Cheetham, Clarke, Clements, K. Dyson, M. Dyson, Ennis OBE, Franklin, Frost, Gardiner, Gollick, Green, Daniel Griffin, David Griffin, Hampson, Hand-Davis, Hayward, Sir Stephen Houghton CBE, C. Johnson, W. Johnson, Lofts, Makinson, Miller, Millner, Newing, Noble, Phillips, Platts, Pourali, Richardson, Riggs, Saunders, Sheard, Shepherd, Spence, Stowe, Sumner, Tattersall, Williams, Wilson, C. Wraith MBE, R. Wraith, and Wright.

 

Those against the motion, present at the time of voting

Councillor Kitching

 

There were no abstentions.