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The School Funding, Budget Statements and Outturn Statements (No. 2) (Wales) Regulations 2026

W.S.I. 2026/111 · Made 29 June 2026

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EDUCATION, WALES

Made 29 June 2026

Coming into force 31 January 2027

The Welsh Ministers make these Regulations, in exercise of the powers conferred by sections 45A(1), (1A), (2), (3), (4) and (4A)f1, 45ACf2, 47(1), (2) and (3)f3, 48(1) and (2)f4, 49(2) and (2A)f5, 52(1), (2), (3) and (4)f6 and 138(7)f7 and (8) of, and paragraphs 1(7) and 2B of Schedule 14f8 to, the School Standards and Framework Act 1998f9, and now exercisable by them and by sections 13, 14 and 32(2) of the Education (Wales) Measure 2011f10.

Annotations to the whole text

Footnotes

f1

Section 45A was inserted by the Education Act 2002 (c. 32), section 41(1) and was amended by the Education Act 2005 (c. 18), Schedule 16, paragraph 3 and by S.I. 2010/1158.

f2

Section 45AC was inserted by the Education Act 2005, Schedule 16, paragraph 4 and was amended by S.I. 2010/823 and S.I. 2010/1158.

f3

Section 47 was amended by the Education Act 2005, Schedule 16, paragraph 6 and by S.I. 2010/1158.

f4

Section 48 was amended by the Education Act 2002, Schedule 3, paragraph 2, the Education Act 2005, Schedule 18, paragraph 7, the Education and Inspections Act 2006 (c. 40), Schedule 5, paragraph 3, Schedule 18, Part 6 and by S.I. 2010/1158.

f5

Subsections (2) and (2A) were substituted for subsections (2) and (3), as originally enacted, by the Education and Inspections Act 2006, Schedule 5, paragraph 4 and amended by the Education Act 2002, Schedule 21, paragraph 100, the School Standards and Organisation (Wales) Act 2013 (anaw 1), Schedule 5, paragraph 19(7) and by S.I. 2010/1158.

f6

Section 52 was amended by the Apprenticeships, Skills, Children and Learning Act 2009 (c. 22), section 253, the Education Act 2002, section 45 and Schedule 22, Part 3, the Education Act 2005, Schedule 18, paragraph 10 and by S.I. 2010/1158.

f7

Section 138(7) was amended by the Education and Inspections Act 2006, Schedule 17, paragraph 3.

f8

Paragraph 1 of Schedule 14 was amended by the Education and Inspections Act 2006, Schedule 5, paragraph 5(1) to (4), Schedule 18, Part 6 and by S.I. 2010/1158. Paragraph 2B of Schedule 14 was substituted for paragraph 2, as originally enacted, by the Education and Inspections Act 2006, Schedule 5, paragraph 5(5) and amended by S.I. 2010/1158.

f9

1998 c. 31.  Functions of the Secretary of State under sections 45A, 45AC, 47, 48, 49, 52 and 138 and Schedule 14 were transferred to the National Assembly for Wales by virtue of the National Assembly for Wales (Transfer of Functions) Order 1999 (S.I. 1999/672), section 211 of the Education Act 2002, section 119 of the Education Act 2005 and section 180 of the Education and Inspections Act 2006. Those functions are now exercisable by the Welsh Ministers by virtue of paragraph 30 of Schedule 11 to the Government of Wales Act 2006 (c. 32). For the meanings of “prescribed” and “regulations”, see section 142(1) of the School Standards and Framework Act 1998.

f10

2011 nawm 7. Section 13 was amended by the School Standards and Organisation (Wales) Act 2013 (anaw 1), Schedule 5, paragraph 29(3). For the meanings of “prescribed” and “regulations” see section 31(1) of the Education (Wales) Measure 2011.

Contents

  1. Part 1: General
  2. 1Title, coming into force and application
  3. 2Revocation
  4. 3Interpretation
  5. Part 2: Non-schools education budget, schools budget and individual schools budget
  6. 4The non-schools education budget
  7. 5Initial determination of schools budget
  8. 6Schools budget
  9. 7Individual schools budget
  10. Part 3: Schools’ Budget Shares
  11. 8Allocation of individual schools budget
  12. 9Timing and notification of initial determination of schools’ budget shares
  13. 10Formula for determination of schools’ budget shares
  14. 11Consultation
  15. 12Publication of local authority formula
  16. 13New schools
  17. 14Percentage of “pupil-led” funding
  18. 15Pupil numbers
  19. 16Further requirements relating to the funding of pupils
  20. 17Pupil numbers: dual registration
  21. 18School places
  22. 19Schools of a particular description
  23. 20Differential funding
  24. 21Additional factors or criteria
  25. 22Funding for pupils over compulsory school age
  26. 23School re-organisation
  27. 24Federated schools
  28. 25Schools’ budget share adjustments
  29. 26Pupils permanently excluded or admitted following a permanent exclusion
  30. 27Correction of errors
  31. 28Arrangements approved by the Welsh Ministers
  32. Part 4: Financial Schemes
  33. 29Required content of schemes
  34. 30Manner and timing of publication
  35. 31Approval by the schools forum or the Welsh Ministers of proposals to revise financial schemes
  36. Part 5: Budget Statements
  37. 32Prescribed form of budget statements
  38. 33Manner of publication of budget statements
  39. 34Timing of publication of budget statements
  40. Part 6: Outturn Statements
  41. 35Form of outturn statements
  42. 36Information for outturn statements
  43. 37Manner of publication of outturn statements
  44. 38Timing of publication of outturn statements
  45. Signature
  46. Schedule 1: Revocations
  47. 1Table of revocations
  48. Schedule 2: Classes or Descriptions of Planned Expenditure Prescribed for the Purposes of the Non-schools Education Budget of a Local Authority
  49. 1Interpretation
  50. 2Additional learning needs
  51. 3Additional learning needs
  52. 4Additional learning needs
  53. 5Additional learning needs
  54. 6Additional learning needs
  55. 7Additional learning needs
  56. 8Additional learning needs
  57. 9Health and child protection
  58. 10Health and child protection
  59. 11Health and child protection
  60. 12School improvement
  61. 13Access to education
  62. 14Access to education
  63. 15Access to education
  64. 16Access to education
  65. 17Access to education
  66. 18Access to education
  67. 19Education, training and services for young persons and adults
  68. 20Education, training and services for young persons and adults
  69. 21Education, training and services for young persons and adults
  70. 22Education, training and services for young persons and adults
  71. 23Strategic management
  72. 24Strategic management
  73. 25Strategic management
  74. 26Strategic management
  75. 27Strategic management
  76. 28Strategic management
  77. 29Strategic management
  78. 30Strategic management
  79. 31Strategic management
  80. 32Strategic management
  81. 33Strategic management
  82. 34Strategic management
  83. 35Strategic management
  84. 36Strategic management
  85. Schedule 3: Classes or Descriptions of Planned Expenditure Which May be Deducted From the Schools Budget of a Local Authority to Determine the Individual Schools Budget
  86. 1Interpretation
  87. 2Expenditure to support grants
  88. 3Expenditure to support grants
  89. 4Additional learning needs and other pupil needs
  90. 5Additional learning needs and other pupil needs
  91. 6Additional learning needs and other pupil needs
  92. 7Additional learning needs and other pupil needs
  93. 8Additional learning needs and other pupil needs
  94. 9Additional learning needs and other pupil needs
  95. 10Additional learning needs and other pupil needs
  96. 11Additional learning needs and other pupil needs
  97. 12Additional learning needs and other pupil needs
  98. 13Staff
  99. 14Staff
  100. 15Staff
  101. 16Staff
  102. 17Staff
  103. 18Other expenditure
  104. 19Other expenditure
  105. 20Other expenditure
  106. 21Other expenditure
  107. 22Other expenditure
  108. 23Other expenditure
  109. 24Other expenditure
  110. 25Other expenditure
  111. 26Other expenditure
  112. 27Other expenditure
  113. 28Other expenditure
  114. 29Other expenditure
  115. 30Other expenditure
  116. 31Other expenditure
  117. 32Other expenditure
  118. 33Other expenditure
  119. 34Other expenditure
  120. 35Other expenditure
  121. 36Other expenditure
  122. Schedule 4: Content of Financial Schemes
  123. 1The matters referred to in regulation 29
  124. 2The matters referred to in regulation 29
  125. 3The matters referred to in regulation 29
  126. 4The matters referred to in regulation 29
  127. 5The matters referred to in regulation 29
  128. 6The matters referred to in regulation 29
  129. 7The matters referred to in regulation 29
  130. 8The matters referred to in regulation 29
  131. 9The matters referred to in regulation 29
  132. 10The matters referred to in regulation 29
  133. 11The matters referred to in regulation 29
  134. 12The matters referred to in regulation 29
  135. 13The matters referred to in regulation 29
  136. 14The matters referred to in regulation 29
  137. 15The matters referred to in regulation 29
  138. 16The matters referred to in regulation 29
  139. 17The matters referred to in regulation 29
  140. 18The matters referred to in regulation 29
  141. 19The matters referred to in regulation 29
  142. 20The matters referred to in regulation 29
  143. 21The matters referred to in regulation 29
  144. 22The matters referred to in regulation 29
  145. 23The matters referred to in regulation 29
  146. 24The matters referred to in regulation 29
  147. 25The matters referred to in regulation 29
  148. 26The matters referred to in regulation 29
  149. 27The matters referred to in regulation 29
  150. 28The matters referred to in regulation 29
  151. 29The matters referred to in regulation 29
  152. 30The matters referred to in regulation 29
  153. 31The matters referred to in regulation 29
  154. 32The matters referred to in regulation 29
  155. 33The matters referred to in regulation 29
  156. Schedule 5: Part 1 of a Budget Statement
  157. Part 1: General
  158. 1Paragraph 1
  159. 2Paragraph 2
  160. 3Paragraph 3
  161. 4Paragraph 4
  162. 5Paragraph 5
  163. 6Paragraph 6
  164. 2Form
  165. Part 3: Notes to Part 1 of a Budget Statement
  166. 1Paragraph 1
  167. 2Paragraph 2
  168. 3Paragraph 3
  169. 4Paragraph 4
  170. 5Paragraph 5
  171. 6Paragraph 6
  172. 7Paragraph 7
  173. 8Paragraph 8
  174. 9Paragraph 9
  175. 10Paragraph 10
  176. 11Paragraph 11
  177. 12Paragraph 12
  178. 13Paragraph 13
  179. 14Paragraph 14
  180. 15Paragraph 15
  181. 16Paragraph 16
  182. 17Paragraph 17
  183. 18Paragraph 18
  184. 19Paragraph 19
  185. 20Paragraph 20
  186. 21Paragraph 21
  187. 22Paragraph 22
  188. 23Paragraph 23
  189. 24Paragraph 24
  190. 25Paragraph 25
  191. 26Paragraph 26
  192. Schedule 6: Part 2 of a Budget Statement
  193. Part 1: General
  194. 1Paragraph 1
  195. 2Paragraph 2
  196. 3Paragraph 3
  197. 4Paragraph 4
  198. 5Paragraph 5
  199. 6Paragraph 6
  200. 7Paragraph 7
  201. 8Paragraph 8
  202. 2Form
  203. Part 3: Notes to Part 2 of a Budget Statement
  204. 1Individual maintained schools budget: funding factors
  205. 2Individual maintained schools budget: funding factors
  206. 3Individual maintained schools budget: funding factors
  207. 4Individual maintained schools budget: funding factors
  208. 5Individual maintained schools budget: funding factors
  209. 6Individual maintained schools budget: funding factors
  210. 7Individual maintained schools budget: funding factors
  211. 8Individual maintained schools budget: funding factors
  212. 9Individual maintained schools budget: funding factors
  213. 10Individual maintained schools budget: funding factors
  214. 11Individual maintained schools budget: funding factors
  215. 12Individual maintained schools budget: funding factors
  216. 13Individual maintained schools budget: funding factors
  217. Explanatory note