{
  "url": "https://openlegislation.uk/school-and-early-years-finance-england-regulations-2026/schedule-3/paragraph-1",
  "json_url": "https://openlegislation.uk/school-and-early-years-finance-england-regulations-2026/schedule-3/paragraph-1.json",
  "legislation": "uksi/2026/37",
  "legislation_title": "The School and Early Years Finance (England) Regulations 2026",
  "legislation_url": "https://openlegislation.uk/school-and-early-years-finance-england-regulations-2026",
  "path": "schedule/3/paragraph/1",
  "kind": "paragraph",
  "number": "1",
  "heading": null,
  "text": "(1) In this Schedule—\n(a) references to the number of pupils—\n(i) for the purposes of the previous funding period, exclude those funded by a sixth form grant; and\n(ii) for the purposes of the funding period, exclude those funded by a sixth form grant;\n(b) the “relevant number” of pupils for the previous funding period is the number of pupils at the school on 3rd October 2024;\n(c) the “relevant number” of pupils for the funding period is the number of pupils at the school on 2nd October 2025;\n(d) the “minimum funding number” means a number determined by the local authority, between and including 0.995 and 1.000;\n(e) the redetermined adjusted budget share for the previous funding period means a number calculated by the local authority, which must—\n(i) exclude—\n(aa) any amount allocated under regulation 14(2) (places reserved for children with special educational needs) of the 2025 Regulations;\n(bb) any amount included under regulation 29 (sixth form funding) of the 2025 Regulations;\n(cc) any amount included under regulation 41 (correction of errors and changes in non-domestic rates) of the 2025 Regulations;\n(dd) the difference between (a) any amount allocated to the school under regulation 30(4) or (8) (new schools, merged schools and closing schools) of the 2025 Regulations, and (b) the single sum which the school would have received under regulation 16 (lump sums for primary and secondary schools) of the 2025 Regulations, had regulation 30(4) or (8) of the 2025 Regulations not applied;\n(ee) any amount allocated to the school under regulation 25 (additional criteria: schools) of the 2025 Regulations where such amount has been deducted from the schools budget under Part 5 (children and young people with high needs) of Schedule 2;\n(ff) any amount allocated to the school under regulation 10(3) (early years single funding formula) of the 2025 Regulations;\n(gg) any amount included in respect of regulation 25(3)(a) (non-domestic rates) of the 2025 Regulations;\n(hh) any amount allocated to the school under regulation 17(2) (primary lump sum) or, where regulation 31(4) or (8) applies, the amount allocated to the school under that regulation;\n(ii) any amount allocated to the school under regulation 17(3) (secondary lump sum) or, where regulation 31(4) or (8) applies, the amount allocated to the school under that regulation;\n(jj) any amount allocated to the school under regulation 22(2) (primary population sparsity);\n(kk) any amount allocated to the school under regulation 22(7) (secondary population sparsity);\n(ll) any amount added to the school’s budget share under regulation 40 (pupils permanently excluded from, or leaving, maintained schools) of the 2025 Regulations;\n(mm) any amount allocated to the school under regulation 24 (split sites factor) of the 2025 Regulations; and\n(nn) any amount allocated to the school under regulation 25(3)(b) (private finance initiatives) of the 2025 Regulations; and\n(ii) include—\n(aa) any amount deducted from the school’s budget share under regulation 11(5) or (6) (determination of allocation of budget shares etc. for the funding period), 22(2) (risk protection arrangement) or 40 (pupils permanently excluded from, or leaving, maintained schools) of the 2025 Regulations; and\n(bb) any amount representing the allocation to the school in the previous funding period in respect of the National Insurance Contributions Grant and the Schools Budget Support Grant as shown on the authority proforma tool for 2026–27 sent to the local authority by the Department for Education in December 2025;\n(f) references to a redetermined adjusted budget share for the funding period include the effect of any alternative arrangements approved by the Secretary of State under regulation 43, but the local authority must—\n(i) exclude—\n(aa) any amount allocated under regulation 15(2) (places);\n(bb) any amount included under regulation 30 (sixth form funding);\n(cc) any amount included under regulation 42 (correction of errors and changes in non-domestic rates);\n(dd) any amounts allocated under regulation 11(1) (formula for determining budget shares) which would have been within a class or description of the expenditure listed in Schedule 2 to the 2025 Regulations that the local authority deducted in the previous funding period;\n(ee) any amount allocated to the school under regulation 11(3) (early years single funding formula);\n(ff) any amount included in respect of regulation 26(3)(a) (non-domestic rates);\n(gg) any amount included in respect of regulation 26(3)(b) (private finance initiatives);\n(hh) any amount allocated to the school under regulation 17(2) (primary lump sum) (or, where regulation 31(4) or (8) applies, the amount allocated to the school under that regulation);\n(ii) any amount allocated to the school under regulation 17(3) (secondary lump sum) (or, where regulation 31(4) or (8) applies, the amount allocated to the school under that regulation);\n(jj) any amount allocated to the school under regulation 22(2);\n(kk) any amount allocated to the school under regulation 22(7);\n(ll) any amount added to the school’s budget share under regulation 41 (pupils permanently excluded from, or leaving, maintained schools); and\n(mm) any amount allocated under regulation 25 (split sites factor); and\n(ii) include any amount that is deducted from a school’s budget share under regulation 12(5) or (6) (applications to a schools forum or to the Secretary of State for authorisation to redetermine budgets), 23(2) (risk protection arrangement), 24(2) (energy scheme factor), 41 or 42.\n(2) For the purposes of this Schedule—\n(a) where a school opened during the previous funding period, its redetermined adjusted budget share for the previous funding period is the amount it would have been if the school had opened on 1st April 2025; and\n(b) where a school opens during the funding period, its redetermined adjusted budget share for the funding period is the amount it would have been if the school had opened on 1st April 2026,\nin both cases adjusted in accordance with paragraph 1(1)(e) or (f), whichever is applicable.",
  "extent": "E+W",
  "status": null,
  "version": "current",
  "annotations": [
    {
      "type": "I",
      "label": "I1",
      "text": "Sch. 3 para. 1 in force at 11.2.2026, see reg. 1(2)"
    },
    {
      "type": "footnote",
      "label": "f1",
      "text": "“The National Insurance Contributions Grant” and “the Schools Budget Support Grant”, are the names of two grants paid to a local authority by the Secretary of State under section 14 of the 2002 Act."
    },
    {
      "type": "footnote",
      "label": "f2",
      "text": "The authority proforma tool is provided to local authorities to enable them to detail their schools block funding formulae. The 2026 – 2027 authority proforma tool can be found in a document entitled “Authority Proforma Tool (APT): purpose and process – instructions for local authorities for 2026 to 2027”, published on 17th December 2025, which is available at https://www.gov.uk/government/publications/how-to-complete-the-authority-proforma-tool-apt-2026-to-2027/authority-proforma-tool-apt-purpose-and-process-instructions-for-local-authorities-for-2026-to-2027--2. A printed copy may also be inspected at the Department for Education, Sanctuary Buildings, Great Smith Street, London SW1P 3BT, upon request."
    }
  ],
  "outstanding_effects": [],
  "provenance": {
    "source": "legislation.gov.uk",
    "source_url": "https://www.legislation.gov.uk/uksi/2026/37/schedule/3/paragraph/1",
    "retrieved_at": "2026-10-28T21:07:21.501156+00:00"
  },
  "licence": "Open Government Licence v3.0",
  "licence_url": "https://www.nationalarchives.gov.uk/doc/open-government-licence/version/3/",
  "attribution": "Contains public sector information licensed under the Open Government Licence v3.0. Source: legislation.gov.uk, The National Archives."
}