The Education (Grant-maintained and Grant-maintained Special Schools) (Finance) Regulations 1996

Regulation 8(3)

SCHEDULE 1 DETERMINATION OF THE RELEVANT PERCENTAGE

1.  This Schedule applies for the purposes of determining the relevant percentage under regulation 8(1), 16(4) or 41(2)(c)

2.  For the purposes of regulation 8(1), the relevant percentage in respect of any primary or secondary school is whichever is the greater of the percentages determined for the school in accordance with paragraphs 5 and 6 and in respect of any special school is whichever is the greater of the percentages determined for the school in accordance with paragraphs 5 and 7

3.  For the purposes of regulation 16(4), the relevant percentage in respect of any school is the percentage determined in accordance with paragraph 5

4.  For the purposes of regulation 41(2)(c), the relevant percentage is the percentage determined in accordance with paragraph 6

5.  For the purposes of this paragraph, the percentage is that specified—

(a) where the school is a primary school, in the second column of the table;

(b) where the school is a secondary school, in the third column of the table; or

(c) where the school is a special school, in the fourth column of the table,

opposite the reference in the first column of the table to the local education authority in whose area the school is situated.

Local Education Authority	Primary	Secondary	Special
London Borough of Barking and Dagenham	12.3	9.4	18.9
London Borough of Barnet	10.9	7.6	10.4
Barnsley Metropolitan Borough Council	11.8	7.5	10.6
Bath and North East Somerset District Council	0	0	0
Bedfordshire County Council	12.5	9.4	8.8
Berkshire County Council	9.7	6.8	9.4
London Borough of Bexley	9.6	6.3	10.9
Birmingham City Council	12.4	8.9	8.7
Bolton Metropolitan Borough Council	13.3	9.2	8.8
Bradford City Council	8.4	6.8	13.8
London Borough of Brent	9.4	7.0	6.4
City of Bristol Council	0	0	0
London Borough of Bromley	11.8	8.4	10.0
Buckinghamshire County Council	15.4	10.8	12.0
Bury Metropolitan Borough Council	11.0	8.1	9.9
Calderdale Metropolitan Borough Council	9.8	7.0	8.4
Cambridgeshire County Council	10.8	7.6	5.6
London Borough of Camden	15.0	11.2	15.6
Cheshire County Council	10.9	7.6	11.5
Common Council of the City of London	19.9	N/A	N/A
Cornwall County Council	8.7	6.2	14.3
Coventry City Council	12.2	8.6	8.6
London Borough of Croydon	11.3	8.5	12.7
Cumbria County Council	9.0	6.8	12.3
Derbyshire County Council	10.6	6.5	9.3
Devon County Council	8.2	5.7	9.4
Doncaster Metropolitan Borough Council	12.5	8.2	10.1
Dorset County Council	13.2	9.2	12.7
Dudley Metropolitan Borough Council	6.2	4.4	8.2
Durham County Council	12.2	8.4	13.0
London Borough of Ealing	9.5	7.5	11.3
East Riding of Yorkshire District Council	0	0	0
East Sussex County Council	14.6	9.6	13.5
London Borough of Enfield	11.5	8.1	8.6
Essex County Council	11.3	8.1	7.3
Gateshead Metropolitan Borough Council	17.7	12.6	16.9
Gloucestershire County Council	8.6	6.3	4.5
London Borough of Greenwich	10.3	7.7	9.8
London Borough of Hackney	15.8	11.3	11.5
London Borough of Hammersmith and Fulham	11.8	8.6	11.2
Hampshire County Council	13.0	9.6	12.4
London Borough of Haringey	21.7	16.1	4.8
London Borough of Harrow	10.7	7.7	3.7
Hartlepool Borough Council	0	0	0
London Borough of Havering	10.1	6.6	6.2
Hereford and Worcester County Council	9.8	7.5	11.1
Hertfordshire County Council	7.1	4.9	4.2
London Borough of Hillingdon	11.8	8.4	11.7
London Borough of Hounslow	13.0	10.0	14.3
The Council of the Isles of Scilly	18.9	10.7	N/A
Isle of Wight County Council	12.7	9.8	22.5
London Borough of Islington	8.2	6.6	11.0
The Royal Borough of Kensington and Chelsea	11.2	8.1	10.6
Kent County Council	13.7	9.4	9.6
Kingston upon Hull City Council	0	0	0
The Royal Borough of Kingston upon Thames	12.0	8.4	13.9
Kirklees Metropolitan Borough Council	14.5	10.1	11.7
Knowsley Metropolitan Borough Council	8.9	6.2	7.9
London Borough of Lambeth	13.5	9.2	13.9
Lancashire County Council	13.5	9.3	9.6
Leeds City Council	8.7	6.5	8.1
Leicestershire County Council	12.8	9.1	11.5
London Borough of Lewisham	15.0	11.0	10.7
Lincolnshire County Council	12.2	8.0	11.1
Liverpool City Council	8.9	5.9	14.7
Manchester City Council	12.0	7.5	9.6
London Borough of Merton	10.7	8.1	11.3
Middlesbrough Borough Council	0	0	0
Newcastle upon Tyne City Council	14.9	10.4	6.9
London Borough of Newham	14.6	9.6	18.3
Norfolk County Council	8.0	5.4	12.3
North Lincolnshire District Council	0	0	0
North East Lincolnshire District Council	0	0	0
North Somerset District Council	0	0	0
North Tyneside Metropolitan Borough Council	8.9	6.4	9.2
North Yorkshire County Council	0	0	0
Northamptonshire County Council	10.3	7.4	5.3
Northumberland County Council	10.1	7.9	9.5
Nottinghamshire County Council	18.0	13.4	12.7
Oldham Metropolitan Borough Council	15.1	10.2	15.7
Oxfordshire County Council	9.7	7.4	10.9
London Borough of Redbridge	13.7	9.0	26.5
Redcar and Cleveland Borough Council	0	0	0
London Borough of Richmond upon Thames	9.7	7.6	12.2
Rochdale Metropolitan Borough Council	9.7	6.4	9.9
Rotherham Metropolitan Borough Council	13.6	9.9	15.9
St. Helens Metropolitan Borough Council	13.5	9.2	9.0
Salford City Council	11.9	8.1	11.6
Sandwell Metropolitan Borough Council	16.6	11.0	15.8
Sefton Metropolitan Borough Council	15.7	10.1	19.8
Sheffield City Council	15.2	11.2	14.5
Shropshire County Council	12.2	7.9	15.4
Solihull Metropolitan Borough Council	6.5	4.6	5.2
Somerset County Council	9.2	6.7	11.2
South Gloucestershire District Council	0	0	0
South Tyneside Metropolitan Borough Council	14.0	10.1	18.1
London Borough of Southwark	14.4	10.9	8.2
Staffordshire County Council	9.1	6.5	10.0
Stockport Metropolitan Borough Council	9.7	6.9	10.4
Stockton-on-Tees Borough Council	0	0	0
Suffolk County Council	10.0	7.3	9.8
Sunderland Metropolitan Borough Council	9.5	6.9	9.3
Surrey County Council	10.8	8.6	7.0
London Borough of Sutton	12.9	9.3	14.9
Tameside Metropolitan Borough Council	11.8	8.4	8.1
London Borough of Tower Hamlets	9.6	7.4	9.1
Trafford Metropolitan Borough Council	14.3	8.3	13.5
Wakefield Metropolitan District Council	14.5	10.0	13.9
Walsall Metropolitan Borough Council	13.4	9.3	11.3
London Borough of Waltham Forest	9.8	7.0	6.5
London Borough of Wandsworth	17.7	13.4	15.8
Warwickshire County Council	16.9	11.9	3.0
Westminster City Council	10.9	8.4	14.3
West Sussex County Council	13.9	9.5	12.3
Wigan Metropolitan Borough Council	10.2	6.8	5.6
Wiltshire County Council	12.8	8.6	4.8
Wirral Metropolitan Borough Council	12.7	8.5	9.5
Wolverhampton Metropolitan Borough Council	13.8	9.1	8.3
York District Council	0	0	0

6.—(1) For the purposes of this paragraph, the funding authority shall determine the percentage which the amount determined in accordance with sub-paragraph (2) below is of the amount determined in accordance with sub-paragraph (4) below.

(2) The funding authority shall determine an amount by the application of the following formula—

where

• A is the amount of the local education authority’s general schools budget for the financial year in question which, in the opinion of the funding authority, would remain after deducting from it—

  (a)

  their aggregated budget for the year;

  (b)

  subject to sub-paragraph (3) below, the authority’s planned expenditure on those descriptions of expenditure listed in paragraph 2 of Schedule 2;

  (c)

  the authority’s planned expenditure on the provision of school meals; and

  (d)

  any amount appropriated for meeting expenditure in respect of contingencies:

• Provided that in determining the amounts under items (b) to (d) above the funding authority shall exclude any such expenditure, or, in the case of expenditure in respect of contingencies, any amount appropriated by the authority for meeting such expenditure, falling within their aggregated budget;

• B is the number of registered pupils on a date determined by the funding authority at all primary schools or all secondary schools maintained or formerly maintained by the local education authority (according as to whether the school is a primary school or a secondary school) which are required to be covered by a statement for the financial year in question under section 42 of the 1988 Act; and

• C is the number of registered pupils on that date at all such schools whether primary or secondary.

(3) For the purposes of sub-paragraph (2)(b) above the reference in paragraph 2(d) of Schedule 2 to “the preceding financial year” shall be read as a reference to “the financial year in question”.

(4) The funding authority shall determine an amount which appears to them to be equal to the amount of the local education authority’s aggregated budget which is available for allocation to all primary schools or all secondary schools maintained or formerly maintained by them which are required to be covered by the authority’s scheme for the financial year in question, according as to whether the school is a primary school or a secondary school.

7.—(1) For the purposes of this paragraph, the funding authority shall determine the percentage which the amount determined in accordance with sub-paragraph (2) below is of the amount of the local education authority’s aggregated budget for special schools for the financial year in question included, in accordance with regulation 3(a) of, and notes (5) and (8) in Schedule 1 to, the Education (School Financial Statements) (Prescribed Particulars etc.) Regulations 1995(1) (“the 1995 Regulations”), in Part 1 of the authority’s statement prepared under section 42(3) of the 1988 Act for that year (“the statement”).

(2) The funding authority shall determine the amount remaining after the sum of the amount of the local education authority’s aggregated budget referred to in sub-paragraph (1) above and the aggregate of the amounts referred to in sub-paragraph (3) below is deducted from the amount of the authority’s general schools budget for special schools for the financial year in question included, in accordance with regulation 3(a) of, and notes (5) and (44) in Schedule 1 to, the 1995 Regulations, in the statement.

(3) The amounts referred to in sub-paragraph (2) above are the amounts included in the statement, in accordance with regulation 3(a) of, and the relevant notes in Schedule 1 to, the 1995 Regulations, in respect of the following matters—

(a) capital expenditure (35);

(b) capital financing costs (36);

(c) provision of transport for pupils between home and school (25);

(d) existing commitments to pay compensation for redundancy, dismissal or premature retirement of staff (40)(b);

(e) assessing pupils' special educational needs, making special educational provision for pupils with statements of special educational needs and reviewing such statements (13)(a) and (39);

(f) education welfare services (37);

(g) educational psychology services (38);

(h) provision for pupils of clothing, board and lodging and financial support (28);

(i) expenditure expected to be offset by income received as grant (41)(a)(i) and (b);

(j) provision of school meals and milk (26)(a) and (b);

(k) contingencies (31);

(l) expenditure of the kind referred to in section 11 of the Local Government Act 1966(2) not expected to be offset by income received as central government grant or grant from any of the European Communities (41)(a)(ii); and

(m) expenditure which is expected to be offset by income received from Her Majesty’s Chief Inspector of Schools in England (27).

(4) For the purposes of sub-paragraph (3) above “the relevant notes” means, in relation to each matter set out in items (a) to (m) in that sub-paragraph, note (5) and the note indicated in respect of that matter.

(1)

S.I. 1995/208.

(2)

1966 c. 42, as substituted by section 1(1) of the Local Government (Amendment) Act 1993 (c. 27). Section 11 is extended by section 211 of the Education Reform Act 1988 to which there are amendments not relevant to these Regulations.