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The School Finance (England) Regulations 2011

S.I. 2011/371 · Made 11 February 2011 · Extends to England and Wales

Up to date with all changes known to legislation.gov.uk, revised to 10 April 2011.

Education, England

Made 11th February 2011

Laid before Parliament 18th February 2011

Coming into force 15th March 2011

The Secretary of State for Education makes the following Regulations in exercise of powers conferred by sections 45Af1, 45AAf2, 47f3, 47ZAf4, 47A(4)f5, 48(1) and (2)f6, 49(2) and (2A)f7 and 138(7) of, and paragraph 2Bf8 of Schedule 14 to, the School Standards and Framework Act 1998f9 and section 24(3) of the Education Act 2002f10.

Annotations to the whole text

Footnotes

f1

Inserted by section 41(1) of the 2002 Act and amended by section 101 of, and paragraph 3 of Schedule 16 to, the 2005 Act.

f2

Inserted by section 101 of, and paragraph 4 of Schedule 16 to, the 2005 Act.

f3

Amended by section 101 of, and paragraph 6 of Schedule 16 to, the 2005 Act.

f4

Inserted by section 202 of the Apprenticeships, Skills, Children and Learning Act 2009 (c22).

f5

Section 47A was inserted by section 43 of the 2002 Act and amended by section 101 of, and paragraph 7 of Schedule 16 to, the 2002 Act, section 57 of, paragraph 2 of Schedule 5 to, the 2006 Act, section 165 of the Education and Skills Act 2008 (c.25) and section 194 of the Apprenticeships, Skills, Children and Learning Act 2009.

f6

Section 48 was amended by section 40 of, and paragraph 2 of Schedule 3 to, the 2002 Act, section 117 of, and paragraph 7 of Schedule 18 to, the 2005 Act, section 57 of, and paragraph 3 of Schedule 5 to, the 2006 Act.

f7

Subsections (2) and (2A) were substituted for subsections and (3), as originally enacted, by section 57 of, and paragraph 4 of Schedule 5 to, the 2006 Act.

f8

Paragraphs 2A and 2B of Schedule 14 were substituted for paragraph 2, as originally enacted, by section 57 of, and paragraph 5 of Schedule 5 to, the 2006 Act.

f9

1998 c.31. For the meaning of “prescribed” and “regulations”, see section 142(1) of the 1998 Act.

f10

2002 c.32. For the meaning of “prescribed” and “regulations”, see section 212 of the 2002 Act.

Contents

  1. Part 1: Introduction
  2. 1Citation, commencement, application and interpretation
  3. 2Revocation of previous Regulations
  4. Part 2: Action to be Taken by a Local Authority
  5. Chapter 1: Appropriation of the Non-Schools Education Budget
  6. 3The Non-Schools Education Budget
  7. Chapter 2: Determination of Schools Budgets, Individual Schools Budgets, and Budget Shares
  8. 4Initial determination of a local authority’s schools budget
  9. 5The schools budget
  10. 6Exceptions
  11. 7Determination of the individual schools budget for the funding period and limit on increase in central expenditure
  12. 8Consultation
  13. 9Formulae for determination of budget shares etc
  14. 10Determination of allocation of budget shares etc for the funding period
  15. 11Delegated budgets for new schools
  16. Chapter 3: Redetermination of Schools Budgets, Individual Schools Budgets and Schools’ Budget Shares
  17. 12Redetermination of schools budgets and individual schools budgets
  18. Chapter 4: Further Deductions and Variations to Limits Authorised by Schools Forums or the Secretary of State
  19. 13Applications to the schools forum and the Secretary of State
  20. Part 3: Formulae for Determination of Budget Shares etc
  21. Chapter 1: Factors and Criteria Taken into Account
  22. 14Pupil numbers
  23. 15Places
  24. 16Special arrangements for pupils in maintained nursery schools and nursery classes and for children receiving relevant early years provision
  25. 17Differential funding
  26. 18Additional factors or criteria
  27. 19Minimum funding guarantee
  28. 20Sixth form funding
  29. 21New, reorganised and closing schools
  30. 22Federated schools
  31. Chapter 2: Adjustments, Correction of Errors, and Additional Arrangements Authorised by Schools Forums or the Secretary of State
  32. 23Pupils permanently excluded from, or leaving, maintained schools
  33. 24Correction of errors and changes in non-domestic rates
  34. 25Additional arrangements approved by the schools forum or the Secretary of State
  35. Part 4: Schemes
  36. 26Required content of schemes
  37. 27Approval by the schools forum or the Secretary of State of proposals to revise schemes
  38. 28Publication of schemes
  39. Signature
  40. Schedule 1CLASSES OR DESCRIPTIONS OF PLANNED EXPENDITURE PRESCRIBED FOR THE PURPOSES OF THE NON-SCHOOLS EDUCATION BUDGET OF A LOCAL AUTHORITY
  41. 1Special educational provision
  42. 2Special educational provision
  43. 3Special educational provision
  44. 4Special educational provision
  45. 5Special educational provision
  46. 6Special educational provision
  47. 7Special educational provision
  48. 8Special educational provision
  49. 9School improvement
  50. 10Access to education
  51. 11Access to education
  52. 12Access to education
  53. 13Access to education
  54. 14Access to education
  55. 15Access to education
  56. 16Access to education
  57. 17Access to education
  58. 18Additional education and training for children, young persons and adults
  59. 19Paragraph 19
  60. 20Strategic management
  61. 21Other functions
  62. 22Paragraph 22
  63. 23Paragraph 23
  64. 24Paragraph 24
  65. 25Paragraph 25
  66. 26Paragraph 26
  67. 27Paragraph 27
  68. 28Paragraph 28
  69. 29Paragraph 29
  70. 30Paragraph 30
  71. 31Paragraph 31
  72. Schedule 2CLASSES OR DESCRIPTIONS OF PLANNED EXPENDITURE PRESCRIBED FOR THE PURPOSES OF THE SCHOOLS BUDGET OF A LOCAL AUTHORITY WHICH MAY BE DEDUCTED FROM IT TO DETERMINE THE INDIVIDUAL SCHOOLS BUDGET
  73. 1Expenditure to support grants which fall within the definition of the schools budget
  74. 2Performance Reward Grant
  75. 3Threshold and performance pay
  76. 4Special educational provision
  77. 5Paragraph 5
  78. 6Paragraph 6
  79. 7Paragraph 7
  80. 8Paragraph 8
  81. 9Paragraph 9
  82. 10Paragraph 10
  83. 11Paragraph 11
  84. 12Paragraph 12
  85. 13Paragraph 13
  86. 14Access to education
  87. 15Paragraph 15
  88. 16Paragraph 16
  89. 17Paragraph 17
  90. 18Paragraph 18
  91. 19Paragraph 19
  92. 20Staff
  93. 21Paragraph 21
  94. 22Paragraph 22
  95. 23Paragraph 23
  96. 24Paragraph 24
  97. 25Paragraph 25
  98. 26Paragraph 26
  99. 27Other expenditure
  100. 28Paragraph 28
  101. 29Paragraph 29
  102. 30Paragraph 30
  103. 31Paragraph 31
  104. 32Paragraph 32
  105. 33Paragraph 33
  106. 34Paragraph 34
  107. 35Paragraph 35
  108. 36Paragraph 36
  109. 37Paragraph 37
  110. 38Paragraph 38
  111. 39Paragraph 39
  112. 40Paragraph 40
  113. Schedule 3: ADDITIONAL FACTORS OR CRITERIA WHICH MAY BE TAKEN INTO ACCOUNT IN A LOCAL AUTHORITY’S FORMULA UNDER REGULATION 18
  114. Part 1
  115. 1Paragraph 1
  116. 2Paragraph 2
  117. 3Paragraph 3
  118. 4Paragraph 4
  119. 5Paragraph 5
  120. 6Paragraph 6
  121. 7Paragraph 7
  122. 8Paragraph 8
  123. 9Paragraph 9
  124. 10Paragraph 10
  125. 11Paragraph 11
  126. 12Paragraph 12
  127. 13Paragraph 13
  128. 14Paragraph 14
  129. 15Paragraph 15
  130. 16Paragraph 16
  131. 17Paragraph 17
  132. 18Paragraph 18
  133. 19Paragraph 19
  134. 20Paragraph 20
  135. 21Paragraph 21
  136. 22Paragraph 22
  137. 23Paragraph 23
  138. 24Paragraph 24
  139. 25Paragraph 25
  140. 26Paragraph 26
  141. 27Paragraph 27
  142. 28Paragraph 28
  143. 29Paragraph 29
  144. 30Paragraph 30
  145. 31Paragraph 31
  146. 32Paragraph 32
  147. 33Paragraph 33
  148. 34Paragraph 34
  149. 35Paragraph 35
  150. 36Paragraph 36
  151. 37Paragraph 37
  152. 38Paragraph 38
  153. Part 2: Applicable only to budget shares for, and amounts to be allocated to, providers of prescribed early years provision
  154. 39Paragraph 39
  155. 40Paragraph 40
  156. 41Paragraph 41
  157. Schedule 4: MINIMUM FUNDING GUARANTEE
  158. 1Primary and secondary schools
  159. 2Primary and secondary schools
  160. 3Primary and secondary schools
  161. 4Primary and secondary schools
  162. 5Special schools
  163. 6Special schools
  164. Schedule 5CONTENTS OF SCHEMES
  165. Explanatory note