Agenda item

The Council's Medium Term Financial Strategy 2021/22 - 2023/24 (Cab.10.2.2021/6)

A)   2021/22 BUDGET RECOMMENDATIONS

 

RECOMMENDED TO COUNCIL

 

a)    that the report of the Service Director Finance (S151 Officer), under section 25 of the Local Government Act 2003 at Section 1 be noted, that the 21/22 budget proposals be agreed and that the Chief Executive and Senior Management Team (SMT), in consultation with Cabinet Spokespersons, submit, for early consideration, detailed plans from ‘Our Be Even Better Strategy’ that ensure the Council’s ongoing financial sustainability in 22/23 and beyond;

 

b)    that the revised Medium Term Financial Strategy (MTFS) and Budget Forecast for 21/22 to 23/24 contained at Section 3 (supported by the suite of background papers in Sections 3a – 3f) be noted and monitored as part of the arrangements for the delivery of the MTFS;

 

c)    that the specific ongoing investment in relation to the Glassworks and the resources set aside to address the anticipated ongoing service pressures caused by COVID 19 highlighted in Section 2 are considered and approved;

 

d)    that the proposed efficiency savings in 21/22 highlighted in Section 3 and detailed at Section 5a be approved for implementation and that the 22/24 efficiency savings stemming from ‘Our Be Even Better Strategy’ at Section 5b be noted with final approval to take place as part of the 22/23 budget setting process;

 

e)    that the £12.7M of one-off resources identified following the 21/22 local

government finance settlement highlighted in Section 3 be set aside to support the ongoing COVID recovery and to provide additional financial resilience to deal with any challenges posed by the UK’s exit from the European Union;

 

f)     that the Council’s updated reserves position at Section 3c be noted;

 

g)    that the Capital Investment Strategy at Section 3d be approved;

 

h)    that the proposed changes to the 21/22 fees and charges policy and accompanying schedule of charges set out at Section 3f be approved;

 

i)     to submit to Council for approval the cash limited budgets for each service with overall net expenditure for 21/22 of £186.2M as highlighted in Section 6a;

 

j)     to consider the budgets for all services and approve, for submission into Council, the 21/22 – 23/24 budget proposals presented at Sections 6a – 6c, subject to Cabinet receiving detailed implementation reports where appropriate;

 

k)    to consider and approve the changes to the schools funding formula including the transfer of funding from the schools block to the high needs block and approve the proposed 21/22 schools block budget as set out at Section 6d;

 

l)     that the capital investment schemes totalling £6.8M (Section 7 Appendix 1), be included within the capital programme and released subject to receiving further detailed business cases where appropriate;

 

m)  to note the capital investment proposals of £116.6M (Section 7 Appendix 2) which are currently the subject of live external funding bids/specific Government announcements and thereafter to receive regular updates on their progress;

 

n)    that the capital investment proposals totalling £96.4M (Section 7 Appendix 3) be progressed for further detailed feasibility work/business case development;

 

o)    that the Aggregated Equality Impact Assessment (Section 9) of the budget proposals be noted and the proposed mitigation actions in the report be approved;

 

p)    that the Chief Executive and SMT, in consultation with Cabinet Spokespersons, be required to submit reports into Cabinet, as a matter of urgency, in relation to the detailed General Fund Revenue Budget for 21/22 on any further action required to achieve an appropriately balanced budget in addition to those proposals set out above;

 

q)    that the Chief Executive and SMT be responsible for managing their respective budgets including ensuring the implementation of all approved saving proposals;

 

r)     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;

 

s)    that Cabinet and the Section 151 Officer be authorised to make any necessary technical adjustments to form the 21/22 budget;

 

t)     that appropriate consultation on the 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

 

u)    that the budget papers be submitted for the consideration of the full Council.

 

B)   Council Tax 2021/22

 

RECOMMENDED TO COUNCIL (note this includes the precepts for the Police and Crime Commissioner for the South Yorkshire Police areas, the South Yorkshire Fire Authority and for Parish/Town Councils)

 

That the contents of Section 3b (21/22 Council Tax options) be noted and that:

 

COUNCIL TAX 2021/2022 - CALCULATIONS

 

(i)      in respect of the Council Tax 2021/22 calculations:

 

(a)      that the Council Tax Collection Fund surplus relating to Barnsley M.B.C. of £3.200M be used to reduce the Council Tax Requirement for 2021/22;

 

(b)      that the Band D Council Tax for Barnsley M.B.C.’s services be set at £1,586.04 which includes the cumulative special precept earmarked specifically for Adult Social Care of £158.26; and

 

(c)       that the Band D Council Tax for Barnsley M.B.C.’s area be set at £1875.15 including the Police and Fire precepts* as set out in (ii)(c).

 

COUNCIL TAX 2021/22 - DECLARATION

 

(ii)     that, in respect of the Council Tax 2021/22 declaration:

 

(a)      that it be noted that at its meeting of its Cabinet on the 13th January 2021 the Council made the following calculations for the year 2021/22 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 65,226.24 (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

97.00

92.15

1,531.00

16.61

Cawthorne

617.90

587.01

23,144.00

39.43

Dunford

251.10

238.55

8,346.00

34.99

Great Houghton

653.50

620.83

23,169.00

37.32

Gunthwaite and Ingbirchworth

298.30

283.39

5,736.00

20.24

High Hoyland

69.10

65.65

-

-

Hunshelf

163.80

155.61

5,000.00

32.13

Langsett

111.30

105.74

3,736.00

35.33

Little Houghton

183.50

174.33

4,169.00

23.91

Oxspring

465.90

442.61

19,310.00

43.63

Penistone

4,407.90

4,187.51

189,059.00

45.15

Shafton

942.70

895.57

36,658.00

40.93

Silkstone

1,213.10

1,152.45

74,759.00

64.87

Stainborough

164.00

155.80

4,917.00

31.56

Tankersley

690.50

655.98

18,180.00

27.71

Thurgoland

756.90

719.06

11,465.00

15.94

Wortley

304.20

288.99

7,796.00

26.98

Barnsley and Other Non-Parish Areas

57,268.50

54,405.01

-

-

Total

68,659.20

65,226.24

436,975.00

 

 

(b)      that the following amounts be now calculated by the Council for the year 2021/22 in accordance with Sections 31-36 of the “the Act”:-

 

(1)     £187,025,111 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)     £79,936,760 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)     £3,200,000 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)     £103,888,351 being the amount by which the amount at (ii)(b) (1) above exceeds the aggregate of amounts at (ii)(b) (2) and (ii)(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)     £1,592.74  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 (ii) (a) (1) above (Item T in the formula in Section 31B (1) of the Act);

 

(6)     £436,975.00 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 (ii)(a) (2) above; 

 

(7)     £1,586.04 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 (ii)(b) (5) above less the result given by dividing the amount at (ii)(b) (6) above divided by the amount at (ii)(a) (1) (Item T in the formula in Section 31B (1) of the Act) above in accordance with Section 34 (2) of the Act;

 

TABLE 2

Section 34(3) Calculation :

 

Part of the Council's Area

Parish of :-

£

Billingley

1,602.65

Cawthorne

1,625.47

Dunford

1,621.03

Great Houghton

1,623.36

Gunthwaite & Ingbirchworth

1,606.28

High Hoyland

1,586.04

Hunshelf

1,618.17

Langsett

1,621.37

Little Houghton

1,609.95

Oxspring

1,629.67

Penistone

1,631.19

Shafton

1,626.97

Silkstone

1,650.91

Stainborough

1,617.60

Tankersley

1,613.75

Thurgoland

1,601.98

Wortley

1,613.02

This table represents the Council Tax for Barnsley MBC plus Local Parishes for Band D only

 

(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 (ii)(b) (7) above the amount of the special items in (ii)(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

890.36

1,068.43

1,246.51

1,424.57

1,602.65

1,958.79

2,314.94

2,671.08

3,205.30

Cawthorne

903.04

1,083.65

1,264.26

1,444.86

1,625.47

1,986.68

2,347.90

2,709.12

3,250.94

Dunford

900.57

1,080.69

1,260.80

1,440.91

1,621.03

1,981.26

2,341.49

2,701.72

3,242.06

Great Houghton

901.86

1,082.24

1,262.62

1,442.98

1,623.36

1,984.10

2,344.86

2,705.60

3,246.72

Gunthwaite & Ingbirchworth

892.37

1,070.85

1,249.33

1,427.80

1,606.28

1,963.23

2,320.19

2,677.13

3,212.56

High Hoyland

881.13

1,057.36

1,233.59

1,409.81

1,586.04

1,938.49

2,290.95

2,643.40

3,172.08

Hunshelf

898.98

1,078.78

1,258.58

1,438.37

1,618.17

1,977.76

2,337.36

2,696.95

3,236.34

Langsett

900.76

1,080.91

1,261.07

1,441.21

1,621.37

1,981.67

2,341.98

2,702.28

3,242.74

Little Houghton

894.41

1,073.30

1,252.19

1,431.06

1,609.95

1,967.71

2,325.49

2,683.25

3,219.90

Oxspring

905.37

1,086.45

1,267.52

1,448.59

1,629.67

1,991.82

2,353.97

2,716.12

3,259.34

Penistone

906.21

1,087.46

1,268.71

1,449.94

1,631.19

1,993.67

2,356.17

2,718.65

3,262.38

Shafton

903.87

1,084.65

1,265.42

1,446.19

1,626.97

1,988.52

2,350.07

2,711.62

3,253.94

Silkstone

917.17

1,100.61

1,284.04

1,467.47

1,650.91

2,017.78

2,384.65

2,751.52

3,301.82

Stainborough

898.66

1,078.40

1,258.14

1,437.86

1,617.60

1,977.06

2,336.54

2,696.00

3,235.20

Tankersley

896.52

1,075.83

1,255.14

1,434.44

1,613.75

1,972.36

2,330.98

2,689.58

3,227.50

Thurgoland

889.99

1,067.99

1,245.99

1,423.98

1,601.98

1,957.97

2,313.97

2,669.97

3,203.96

Wortley

896.12

1,075.35

1,254.57

1,433.79

1,613.02

1,971.47

2,329.92

2,688.37

3,226.04

Barnsley and Other Non-   Parish Areas

881.13

1,057.36

1,233.59

1,409.81

1,586.04

1,938.49

2,290.95

2,643.40

3,172.08

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 (ii)(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 2021/22 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

4,961,760

42.26

50.71

59.17

67.62

76.07

92.97

109.88

126.78

152.14

 

 

 

 

 

 

 

 

 

 

 

South Yorkshire Police Authority

13,821,440

118.36

142.03

165.70

189.37

213.04

260.38

307.72

355.07

426.08

            * subject to confirmation

 

(d)     that having calculated the aggregate in each case of the amounts at (ii)(b) (9) and (ii)(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 2021/22 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

1,050.98

1,261.17

1,471.38

1,681.56

1,891.76

2,312.14

2,732.54

3,152.93

3,783.52

Cawthorne

1,063.66

1,276.39

1,489.13

1,701.85

1,914.58

2,340.03

2,765.50

3,190.97

3,829.16

Dunford

1,061.19

1,273.43

1,485.67

1,697.90

1,910.14

2,334.61

2,759.09

3,183.57

3,820.28

Great Houghton

1,062.48

1,274.98

1,487.49

1,699.97

1,912.47

2,337.45

2,762.46

3,187.45

3,824.94

Gunthwaite & Ingbirchworth

1,052.99

1,263.59

1,474.20

1,684.79

1,895.39

2,316.58

2,737.79

3,158.98

3,790.78

High Hoyland

1,041.75

1,250.10

1,458.46

1,666.80

1,875.15

2,291.84

2,708.55

3,125.25

3,750.30

Hunshelf

1,059.60

1,271.52

1,483.45

1,695.36

1,907.28

2,331.11

2,754.96

3,178.80

3,814.56

Langsett

1,061.38

1,273.65

1,485.94

1,698.20

1,910.48

2,335.02

2,759.58

3,184.13

3,820.96

Little Houghton

1,055.03

1,266.04

1,477.06

1,688.05

1,899.06

2,321.06

2,743.09

3,165.10

3,798.12

Oxspring

1,065.99

1,279.19

1,492.39

1,705.58

1,918.78

2,345.17

2,771.57

3,197.97

3,837.56

Penistone

1,066.83

1,280.20

1,493.58

1,706.93

1,920.30

2,347.02

2,773.77

3,200.50

3,840.60

Shafton

1,064.49

1,277.39

1,490.29

1,703.18

1,916.08

2,341.87

2,767.67

3,193.47

3,832.16

Silkstone

1,077.79

1,293.35

1,508.91

1,724.46

1,940.02

2,371.13

2,802.25

3,233.37

3,880.04

Stainborough

1,059.28

1,271.14

1,483.01

 1,694.85

1,906.71

2,330.41

2,754.14

3,177.85

3,813.42

Tankersley

1,057.14

1,268.57

1,480.01

 1,691.43

1,902.86

2,325.71

2,748.58

3,171.43

3,805.72

Thurgoland

1,050.61

1,260.73

1,470.86

 1,680.97

1,891.09

2,311.32

2,731.57

3,151.82

3,782.18

Wortley

1,056.74

1,268.09

1,479.44

 1,690.78

1,902.13

2,324.82

2,747.52

3,170.22

3,804.26

Barnsley and Other Non-Parish Areas

1,041.75

1,250.10

1,458.46

 1,666.80

1,875.15

2,291.84

2,708.55

3,125.25

3,750.30

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 2021/22, that Barnsley Metropolitan Borough Council’s relevant basic amount of Council Tax for the year 2021/22 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.

 

iii)     additional support be provided to all working age claimants of Local Council Tax Support in the form a flat payment of £125 per claimant.

 

C)   TREASURY MANAGEMENT STRATEGY AND POLICY STATEMENT 2021/22

 

RECOMMENDED TO COUNCIL

 

That the 21/22 Treasury Management Strategy and Policy Statement (included in the main papers at Section 3e) be approved and specifically:

 

a)    the 21/22 Treasury Management Policy Statement (Section 3e Appendix A) be approved;

 

b)    the 21/22 Minimum Revenue Provision (MRP) Statement (Section 3e Appendix B) be approved;

 

c)    the 21/22 Borrowing Strategy at Section 3e including the full suite of Prudential and Treasury Indicators (Section 3e Appendix C) be approved; and

 

d)    the 21/22 Annual Investment Strategy at Section 3e be approved.

Minutes:

(A)2021/22 Budget Recommendations

(B)Council Tax 2021/22

 

The 2021/22 Budget Proposals and the proposed Council Tax 2021/22 were:

 

Moved by Councillor Gardiner – Seconded by Councillor Franklin

 

The following Amendment, submitted in accordance with Standing Order No 8, was:

 

Moved by Councillor Kitching – Seconded by Councillor Fielding:

 

The Liberal Democrat group recognises that this has been an unprecedented year that no one could have ever imagined, and acknowledges with thanks the hard work of the finance team in again bringing forward a balanced budget. Despite the challenges brought by the ongoing Covid crisis we recognise that this is a financially well managed council and that prudent decisions made by the finance team have allowed the Council to remain in good financial shape.

 

Our amendments therefore do not seek to undermine the budget as a whole, but to bring focus to some key priority areas which we – and the communities we serve - believe require more investment going forward, even against the backdrop of recovery from the Covid pandemic.

 

We seek to implement a borough wide road safety programme with a focus on introducing 20mph zones in all residential areas; to invest in local, community based youth services; to introduce a borough-wide snow warden scheme.

 

1.    20 MPH residential zones

 

      i.        Barnsley’s rates of Killed and Seriously Injured casualties are significantly higher than the national average and have increased every year since 2016.

 

    ii.        While we welcome the proposed pilot “Neighbourhood Road Safety Initiatives” it is clear these do not go far enough to tackle this effectively.

 

   iii.        Research done by the Liberal Democrat group has shown that a highly effective way to make Barnsley’s streets safer is to implement 20mph limits in all residential areas and outside all schools.

 

   iv.        We propose a phased programme over 3 years at an estimated cost of £433,000 p.a.

 

    v.        This is based on data from Calderdale Council who spent £821,000 to implement 20mph limits across 525km of residential roads; Barnsley has 727km of “urban” roads, on a pro rata basis, plus allowing for inflation, this would estimate the cost at approximately £1.3m.

 

   vi.        Appendix 2e of Section 3c of the budget identifies £1.42m of unallocated capital reserves available to invest. Given the clear need to prioritise road safety initiatives we propose allocating these monies to this project, while simultaneously applying for external funding opportunities.

 

2.    Community focussed youth services

 

      i.        The proposed town centre “Youth Zone” is widely considered to be an inappropriate strategy to deliver youth services, which should be community centred and locally delivered for maximum engagement and accessibility.

 

    ii.        We would therefore cease all plans for the centralised Youth Zone, freeing up £3 million of capital budget and £300,000 p.a. of revenue spend.

 

   iii.        The £3 million will instead be invested directly into youth work in communities, creating a programme of refurbishment, improvements and new youth centres across the six Area Councils.

 

   iv.        This would be accompanied by an ambitious plan to attract match funding, grant contributions and charity input in order to maximise the possibilities of community-based youth services.

 

    v.        The proposed £300,000 p.a. yearly revenue spend would be spent on 10 new WTE youth workers committed to delivering these community-based services (based on average salary of approx. £21,500 plus on costs).

 

3.    Snow wardens

 

      i.        This winter has brought unprecedented cold weather and snow across the borough, causing disruption for residents and increased workload for council teams.

 

    ii.        We recognise that it is not possible for the teams to grit every single road in the borough – especially residential estates and side streets.

 

   iii.        The Liberal Democrat group celebrates the contribution of community champions who do their bit to help keep their local area clear of snow, and wishes to support them to do so.

 

   iv.        We would therefore expand on, formalise and actively promote the borough wide “Snow Warden” scheme, providing 100 registered volunteers with a snow shovel, a high viz jacket and one tonne of grit. 

 

    v.        This scheme is estimated to cost approximately £30,000. This would be funded by reallocating part of the grass cutting budget, allowing for the rewilding of more grass verges around the borough.

 

After a lengthy and full and frank discussion it was:

 

Moved by Councillor Sir Steve Houghton CBE – Seconded by Councillor Andrews BEM; and

 

RESOLVED that, in accordance with Standing Order No 13(12)(e), the question be now put.

 

The Cabinet Spokesperson for Core Services waived his right of reply.

 

The Amendment was then put to the vote and was lost.

 

Voting on the Amendment was as follows:

 

In favour of the amendment, present at the time of voting

 

Councillors Fielding, Greenhough, Hunt, Kitching and Lodge.

 

Those against the amendment, present at the time of voting

 

The Mayor, (Councillor Makinson) and Councillors Andrews BEM, Barnard, Birkinshaw, Bruff, Carr, A Cave, T Cave, Charlesworth, Cheetham, Cherryholme, Clarke, Danforth, Eastwood, Ennis OBE, Franklin, Frost, Gardiner, Gillis, Gollick, Green, Daniel Griffin, David, Griffin, Hand-Davis, Haywood, Sir Steve Houghton CBE, Howard, C Johnson, W Johnson, Lamb, Leech, Lofts, Markham, McCarthy, Newing, Noble, Phillips, Pickering, Platts, Richardson, Saunders, Shepherd, Smith, Spence, Stowe, Sumner, Tattersall, Williams, Wilson, Wraith MBE and Wright.

 

 

The original motion was then put as the Substantive Motion and:

 

A)   2021/22 BUDGET PROPOSALS

 

RESOLVED

 

a)    that the report of the Service Director Finance (S151 Officer), under section 25 of the Local Government Act 2003 at Section 1 be noted, that the 21/22 budget proposals be agreed and that the Chief Executive and Senior Management Team (SMT), in consultation with Cabinet Spokespersons, submit, for early consideration, detailed plans from ‘Our Be Even Better Strategy’ that ensure the Council’s ongoing financial sustainability in 22/23 and beyond;

 

b)    that the revised Medium-Term Financial Strategy (MTFS) and Budget Forecast for 21/22 to 23/24 contained at Section 3 (supported by the suite of background papers in Sections 3a – 3f) be noted and monitored as part of the arrangements for the delivery of the MTFS;

 

c)    that the specific ongoing investment in relation to the Glassworks and the resources set aside to address the anticipated ongoing service pressures caused by COVID 19 highlighted in Section 2 are considered and approved;

 

d)    that the proposed efficiency savings in 21/22 highlighted in Section 3 and detailed at Section 5a be approved for implementation and that the 22/24 efficiency savings stemming from ‘Our Be Even Better Strategy’ at Section 5b be noted with final approval to take place as part of the 22/23 budget setting process;

 

e)    that the £12.7M of one-off resources identified following the 21/22 local

government finance settlement highlighted in Section 3 be set aside to support the ongoing COVID recovery and to provide additional financial resilience to deal with any challenges posed by the UK’s exit from the European Union;

 

f)     that the Council’s updated reserves position at Section 3c be noted;

 

g)    that the Capital Investment Strategy at Section 3d be approved;

 

h)    that the proposed changes to the 21/22 fees and charges policy and accompanying schedule of charges set out at Section 3f be approved;

 

i)      to submit to Council for approval the cash limited budgets for each service with overall net expenditure for 21/22 of £186.2M as highlighted in Section 6a;

 

j)      to consider the budgets for all services and approve, for submission into Council, the 21/22 – 23/24 budget proposals presented at Sections 6a – 6c, subject to Cabinet receiving detailed implementation reports where appropriate;

 

k)    to consider and approve the changes to the schools funding formula including the transfer of funding from the schools block to the high needs block and approve the proposed 21/22 schools block budget as set out at Section 6d;

 

l)      that the capital investment schemes totalling £6.8M (Section 7 Appendix 1), be included within the capital programme and released subject to receiving further detailed business cases where appropriate;

 

m)   to note the capital investment proposals of £116.6M (Section 7 Appendix 2) which are currently the subject of live external funding bids/specific Government announcements and thereafter to receive regular updates on their progress;

 

n)    that the capital investment proposals totalling £96.4M (Section 7 Appendix 3) be progressed for further detailed feasibility work/business case development;

 

o)    that the Aggregated Equality Impact Assessment (Section 9) of the budget proposals be noted and the proposed mitigation actions in the report be approved;

 

p)    that the Chief Executive and SMT, in consultation with Cabinet Spokespersons, be required to submit reports into Cabinet, as a matter of urgency, in relation to the detailed General Fund Revenue Budget for 21/22 on any further action required to achieve an appropriately balanced budget in addition to those proposals set out above;

 

q)    that the Chief Executive and SMT be responsible for managing their respective budgets including ensuring the implementation of all approved saving proposals;

 

r)     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;

 

s)    that Cabinet and the Section 151 Officer be authorised to make any necessary technical adjustments to form the 21/22 budget;

 

t)     that appropriate consultation on the 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

 

u)    that the budget papers be submitted for the consideration of the full Council.

 

B)   COUNCIL TAX 2021/22

 

RESOLVED

 

That the contents of Section 3b (21/22 Council Tax options) be noted and that:

 

(i)      in respect of the Council Tax 2021/22 calculations:

 

(a)       that the Council Tax Collection Fund surplus relating to Barnsley M.B.C. of £3.200M be used to reduce the Council Tax Requirement for 2021/22;

 

(b)       that the Band D Council Tax for Barnsley M.B.C.’s services be set at £1,586.04 which includes the cumulative special precept earmarked specifically for Adult Social Care of £158.26; and

 

(c)       that the Band D Council Tax for Barnsley M.B.C.’s area be set at £1875.15 including the Police and Fire precepts* as set out in (ii)(c).

 

(ii)      that, in respect of the Council Tax 2021/22 declaration:

 

(a)       that it be noted that at its meeting of its Cabinet on the 13th January 2021 the Council made the following calculations for the year 2021/22 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 65,226.24 (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

97.00

92.15

1,531.00

16.61

Cawthorne

617.90

587.01

23,144.00

39.43

Dunford

251.10

238.55

8,346.00

34.99

Great Houghton

653.50

620.83

23,169.00

37.32

Gunthwaite and Ingbirchworth

298.30

283.39

5,736.00

20.24

High Hoyland

69.10

65.65

-

-

Hunshelf

163.80

155.61

5,000.00

32.13

Langsett

111.30

105.74

3,736.00

35.33

Little Houghton

183.50

174.33

4,169.00

23.91

Oxspring

465.90

442.61

19,310.00

43.63

Penistone

4,407.90

4,187.51

189,059.00

45.15

Shafton

942.70

895.57

36,658.00

40.93

Silkstone

1,213.10

1,152.45

74,759.00

64.87

Stainborough

164.00

155.80

4,917.00

31.56

Tankersley

690.50

655.98

18,180.00

27.71

Thurgoland

756.90

719.06

11,465.00

15.94

Wortley

304.20

288.99

7,796.00

26.98

Barnsley and Other Non-Parish Areas

57,268.50

54,405.01

-

-

Total

68,659.20

65,226.24

436,975.00

 

 

(b)       that the following amounts be now calculated by the Council for the year 2021/22 in accordance with Sections 31-36 of the “the Act”:-

 

(1)     £187,025,111 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)     £79,936,760 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)     £3,200,000 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)     £103,888,351 being the amount by which the amount at (ii)(b) (1) above exceeds the aggregate of amounts at (ii)(b) (2) and (ii)(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)     £1,592.74  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 (ii) (a) (1) above (Item T in the formula in Section 31B (1) of the Act);

 

(6)     £436,975.00 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 (ii)(a) (2) above; 

 

(7)     £1,586.04 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 (ii)(b) (5) above less the result given by dividing the amount at (ii)(b) (6) above divided by the amount at (ii)(a) (1) (Item T in the formula in Section 31B (1) of the Act) above in accordance with Section 34 (2) of the Act;

 

TABLE 2

Section 34(3) Calculation :

 

Part of the Council's Area

Parish of :-

£

Billingley

1,602.65

Cawthorne

1,625.47

Dunford

1,621.03

Great Houghton

1,623.36

Gunthwaite & Ingbirchworth

1,606.28

High Hoyland

1,586.04

Hunshelf

1,618.17

Langsett

1,621.37

Little Houghton

1,609.95

Oxspring

1,629.67

Penistone

1,631.19

Shafton

1,626.97

Silkstone

1,650.91

Stainborough

1,617.60

Tankersley

1,613.75

Thurgoland

1,601.98

Wortley

1,613.02

This table represents the Council Tax for Barnsley MBC plus Local Parishes for Band D only

 

(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 (ii)(b) (7) above the amount of the special items in (ii)(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

890.36

1,068.43

1,246.51

1,424.57

1,602.65

1,958.79

2,314.94

2,671.08

3,205.30

Cawthorne

903.04

1,083.65

1,264.26

1,444.86

1,625.47

1,986.68

2,347.90

2,709.12

3,250.94

Dunford

900.57

1,080.69

1,260.80

1,440.91

1,621.03

1,981.26

2,341.49

2,701.72

3,242.06

Great Houghton

901.86

1,082.24

1,262.62

1,442.98

1,623.36

1,984.10

2,344.86

2,705.60

3,246.72

Gunthwaite & Ingbirchworth

892.37

1,070.85

1,249.33

1,427.80

1,606.28

1,963.23

2,320.19

2,677.13

3,212.56

High Hoyland

881.13

1,057.36

1,233.59

1,409.81

1,586.04

1,938.49

2,290.95

2,643.40

3,172.08

Hunshelf

898.98

1,078.78

1,258.58

1,438.37

1,618.17

1,977.76

2,337.36

2,696.95

3,236.34

Langsett

900.76

1,080.91

1,261.07

1,441.21

1,621.37

1,981.67

2,341.98

2,702.28

3,242.74

Little Houghton

894.41

1,073.30

1,252.19

1,431.06

1,609.95

1,967.71

2,325.49

2,683.25

3,219.90

Oxspring

905.37

1,086.45

1,267.52

1,448.59

1,629.67

1,991.82

2,353.97

2,716.12

3,259.34

Penistone

906.21

1,087.46

1,268.71

1,449.94

1,631.19

1,993.67

2,356.17

2,718.65

3,262.38

Shafton

903.87

1,084.65

1,265.42

1,446.19

1,626.97

1,988.52

2,350.07

2,711.62

3,253.94

Silkstone

917.17

1,100.61

1,284.04

1,467.47

1,650.91

2,017.78

2,384.65

2,751.52

3,301.82

Stainborough

898.66

1,078.40

1,258.14

1,437.86

1,617.60

1,977.06

2,336.54

2,696.00

3,235.20

Tankersley

896.52

1,075.83

1,255.14

1,434.44

1,613.75

1,972.36

2,330.98

2,689.58

3,227.50

Thurgoland

889.99

1,067.99

1,245.99

1,423.98

1,601.98

1,957.97

2,313.97

2,669.97

3,203.96

Wortley

896.12

1,075.35

1,254.57

1,433.79

1,613.02

1,971.47

2,329.92

2,688.37

3,226.04

Barnsley and Other Non-   Parish Areas

881.13

1,057.36

1,233.59

1,409.81

1,586.04

1,938.49

2,290.95

2,643.40

3,172.08

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 (ii)(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 2021/22 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

4,961,760

42.26

50.71

59.17

67.62

76.07

92.97

109.88

126.78

152.14

 

 

 

 

 

 

 

 

 

 

 

South Yorkshire Police Authority

13,821,440

118.36

142.03

165.70

189.37

213.04

260.38

307.72

355.07

426.08

 

(d)     that having calculated the aggregate in each case of the amounts at (ii)(b) (9) and (ii)(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 2021/22 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

1,050.98

1,261.17

1,471.38

1,681.56

1,891.76

2,312.14

2,732.54

3,152.93

3,783.52

Cawthorne

1,063.66

1,276.39

1,489.13

1,701.85

1,914.58

2,340.03

2,765.50

3,190.97

3,829.16

Dunford

1,061.19

1,273.43

1,485.67

1,697.90

1,910.14

2,334.61

2,759.09

3,183.57

3,820.28

Great Houghton

1,062.48

1,274.98

1,487.49

1,699.97

1,912.47

2,337.45

2,762.46

3,187.45

3,824.94

Gunthwaite & Ingbirchworth

1,052.99

1,263.59

1,474.20

1,684.79

1,895.39

2,316.58

2,737.79

3,158.98

3,790.78

High Hoyland

1,041.75

1,250.10

1,458.46

1,666.80

1,875.15

2,291.84

2,708.55

3,125.25

3,750.30

Hunshelf

1,059.60

1,271.52

1,483.45

1,695.36

1,907.28

2,331.11

2,754.96

3,178.80

3,814.56

Langsett

1,061.38

1,273.65

1,485.94

1,698.20

1,910.48

2,335.02

2,759.58

3,184.13

3,820.96

Little Houghton

1,055.03

1,266.04

1,477.06

1,688.05

1,899.06

2,321.06

2,743.09

3,165.10

3,798.12

Oxspring

1,065.99

1,279.19

1,492.39

1,705.58

1,918.78

2,345.17

2,771.57

3,197.97

3,837.56

Penistone

1,066.83

1,280.20

1,493.58

1,706.93

1,920.30

2,347.02

2,773.77

3,200.50

3,840.60

Shafton

1,064.49

1,277.39

1,490.29

1,703.18

1,916.08

2,341.87

2,767.67

3,193.47

3,832.16

Silkstone

1,077.79

1,293.35

1,508.91

1,724.46

1,940.02

2,371.13

2,802.25

3,233.37

3,880.04

Stainborough

1,059.28

1,271.14

1,483.01

 1,694.85

1,906.71

2,330.41

2,754.14

3,177.85

3,813.42

Tankersley

1,057.14

1,268.57

1,480.01

 1,691.43

1,902.86

2,325.71

2,748.58

3,171.43

3,805.72

Thurgoland

1,050.61

1,260.73

1,470.86

 1,680.97

1,891.09

2,311.32

2,731.57

3,151.82

3,782.18

Wortley

1,056.74

1,268.09

1,479.44

 1,690.78

1,902.13

2,324.82

2,747.52

3,170.22

3,804.26

Barnsley and Other Non-Parish Areas

1,041.75

1,250.10

1,458.46

 1,666.80

1,875.15

2,291.84

2,708.55

3,125.25

3,750.30

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 2021/22, that Barnsley Metropolitan Borough Council’s relevant basic amount of Council Tax for the year 2021/22 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.

 

iii)      additional support be provided to all working age claimants of Local Council Tax Support in the form a flat payment of £125 per claimant.

 

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 106 (A) and (B) refers)

 

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

 

The Mayor, (Councillor Makinson), and Councillors, Andrews, Barnard, Birkinshaw, Bruff, Carr, A Cave, T Cave, Charlesworth, Cheetham, Cherryholme, Clarke, Danforth, Eastwood, Ennis OBE, Franklin, Frost, Gardiner, Gillis, Gollick, Green, Daniel Griffin, David Griffin, Hand-Davis, Sir Steve Houghton CBE, Howard, C Johnson, W Johnson, Lamb, Leech, Lofts, Markham, McCarthy, Newing, Noble, Phillips, Pickering, Richardson, Saunders, Shepherd, Smith, Spence, Stowe, Tattersall, Williams, Wilson, Wraith MBE, and Wright.

 

Those against the motion, present at the time of voting

 

Councillors Hunt, Kitching, and Lodge.

 

C)   TREASURY MANAGEMENT STRATEGY AND POLICY STATEMENT 2021/22

 

Moved by Councillor Gardiner – Seconded by Councillor Franklin; and

 

RESOLVED that the 21/22 Treasury Management Strategy and Policy Statement (included in the main papers at Section 3e) be approved and specifically:

 

a)    the 21/22 Treasury Management Policy Statement (Section 3e Appendix A) be approved;

 

b)    the 21/22 Minimum Revenue Provision (MRP) Statement (Section 3e Appendix B) be approved;

 

c)    the 21/22 Borrowing Strategy at Section 3e including the full suite of Prudential and Treasury Indicators (Section 3e Appendix C) be approved; and

 

d)    the 21/22 Annual Investment Strategy at Section 3e be approved.

Supporting documents: