# The Education (Budget Statements) (England) Regulations 2008, Regulation 4: Form of, and information to be contained in, budget statements

Extent: E+W
Status: prospective

(1) For the purposes of section 52(3)(a) of the 1998 Act, the first budget statement published under these Regulations must be prepared in four parts, and contain the information prescribed for the purposes of section 52(1) of that Act as specified below—
(a) Part 1 of the first budget statement must be in the form prescribed in Part 1 of Schedule 1, and contain a summary of the amounts of a local education authority’s planned expenditure for funding periods 1, 2 and 3 deriving from each of the main sources of funding available to the authority for appropriation under section 45A(2) of the 1998 Act as their schools budgets;
(b) Part 2 of the first budget statement must be in the forms prescribed in Part 2 of Schedule 1, and contain details of the amounts of a local education authority’s planned expenditure for appropriation for meeting classes or descriptions prescribed under sections 45A(1) and 45A(2) of the 1998 Act as their LEA budget and schools budget for funding period 1, and planned expenditure for appropriation as their schools budgets for funding periods 2 and 3 as follows—
(i) Table 1 for funding period 1 (planned expenditure for the purposes of the LEA and schools budget),
(ii) Table 1 for funding period 2 (planned expenditure for the purposes of the schools budget),
(iii) Table 1 for funding period 3 (planned expenditure for the purposes of the schools budget),
(iv) the Central Expenditure Limit Annex for funding periods 1, 2 and 3,
(v) the Early Years Expenditure Annex for funding period 1, and
(vi) the Youth Service Annex for funding period 1;
(c) Part 3 of the first budget statement must be in the forms prescribed in Part 3 of Schedule 1, and contain information relating to the determination of each school’s budget share for funding periods 1, 2 and 3;
(d) Part 4 of the first budget statement must be in the forms prescribed in Part 4 of Schedule 1, and contain information relating to a local education authority’s allocation formulae for funding periods 1, 2 and 3.
(2) The information prescribed under paragraph (1) must comprise actual planned figures in respect of funding period 1 and estimated planned figures in respect of funding periods 2 and 3.
(3) For the purposes of section 52(3)(a) of the 1998 Act, the second budget statement published under these Regulations must be prepared in four parts, and contain the information prescribed for the purposes of section 52(1) of that Act in Schedule 2 as specified below—
(a) Part 1 of the second budget statement must be in the form prescribed in Part 1 of Schedule 2, and contain a summary of the amounts of a local education authority’s planned expenditure for funding periods 2 and 3 deriving from each of the main sources of funding available to the authority for appropriation under section 45A(2) of the 1998 Act as their schools budget;
(b) Part 2 of the second budget statement must be in the forms prescribed in Part 2 of Schedule 2, and contain details of the amounts of a local education authority’s planned expenditure for appropriation for meeting the classes or descriptions prescribed under sections 45A(1) and 45A(2) of the 1998 Act as their LEA budget and schools budget for funding period 2, and planned expenditure for appropriation as their schools budget for funding period 3 as follows—
(i) Table 1 for funding period 2 (planned expenditure for the purposes of the LEA and schools budget),
(ii) Table 1 for funding period 3 (planned expenditure for the purposes of the schools budget),
(iii) the Central Expenditure Limit Annex for funding periods 2 and 3,
(iv) the Early Years Expenditure Annex for funding period 2, and
(v) the Youth Service Annex for funding period 2;
(c) Part 3 of the second budget statement must be in the forms prescribed in Part 3 of Schedule 2, and contain information relating to the determination of each school’s budget share for funding periods 2 and 3;
(d) Part 4 of the second budget statement must be in the forms prescribed in Part 4 of Schedule 2, and contain information relating to a local education authority’s allocation formulae for funding periods 2 and 3.
(4) The information prescribed under paragraph (3) must comprise actual planned figures in respect of funding period 2 and revised estimated planned figures in respect of funding period 3 in place of the estimated planned figures in the first budget statement.
(5) For the purposes of section 52(3)(a) of the 1998 Act, the third budget statement published under these Regulations must be prepared in four parts, and contain the information prescribed for the purposes of section 52(1) of that Act in Schedule 3, as specified below—
(a) Part 1 of the third budget statement must be in the form prescribed in Part 1 of Schedule 3, and contain a summary of the amounts of a local education authority’s planned expenditure for funding period 3 deriving from each of the main sources of funding available to the authority for appropriation under section 45A(2) of the 1998 Act as their schools budget;
(b) Part 2 of the third budget statement must be in the forms prescribed in Part 2 of Schedule 3, and contain details of the amounts of a local education authority’s planned expenditure for appropriation for meeting the classes or descriptions prescribed under sections 45A(1) and 45A(2) of the 1998 Act as their LEA budget and schools budget for funding period 3 as follows—
(i) Table 1 for funding period 3 (planned expenditure for the purposes of the LEA and schools budget),
(ii) the Central Expenditure Limit Annex for funding period 3,
(iii) the Early Years Expenditure Annex for funding period 3, and
(iv) the Youth Service Annex for funding period 3;
(c) Part 3 of the third budget statement must be in the forms prescribed in Part 3 of Schedule 3, and contain information relating to the determination of each school’s budget share for funding period 3;
(d) Part 4 of the third budget statement must be in the form prescribed in Part 4 of Schedule 3, and contain information relating to a local education authority’s allocation formulae for funding period 3.
(6) The information prescribed under paragraph (5) must comprise actual planned figures in respect of funding period 3 in place of the revised estimated planned figures in the second budget statement.

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Source: https://www.legislation.gov.uk/uksi/2008/377/regulation/4 (the official version)
Page: https://openlegislation.uk/education-budget-statements-england-regulations-2008/regulation-4
Contains public sector information licensed under the Open Government Licence v3.0. Source: legislation.gov.uk, The National Archives.