The Education (Outturn Statements) (England) Regulations 2000

Regulation 4(a)

SCHEDULE 1 FORM OF PART 1 OF AN OUTTURN STATEMENT

Part 1 of an outturn statement (authority level information) shall be in the following form and in accordance with the notes.

NOTES TO PART 1—AUTHORITY LEVEL INFORMATION

The numbered notes below refer to the item in the tabular part of the form bearing the corresponding number.

Where an authority have not made any financial provision for any matter listed in the first column of the form a zero should be entered in the appropriate place. Figures should be shown to the nearest whole pound.

References in these Notes to deductions are references to deductions from the LSB and references to Schedule 1 are to Schedule 1 to the 1999 Regulations.

Enter in columns (a) to (h) as appropriate, for each of the items in the first column of the form, the amount of the authority’s expenditure in the financial year on (a) primary schools, (b) secondary schools, (c) special schools, (d) non-school expenditure, (e) the total of the entries in columns (a) to (d) (being the authority’s total gross expenditure in the financial year in respect of that item), (f) the income offset against this expenditure, (g) the net expenditure in respect of that item, and (h) the net budgeted expenditure in respect of that item.

1  A general heading covering the items comprising the LSB for the financial year. All expenditure within the LSB must be attributed by an authority to one of the following six categories—

1.1 ISB

1.2 Strategic Management

1.3 Specific Grants

1.4 Special Education

1.5 School Improvement

1.6 Access

1.1 Enter here the amount of the ISB for the financial year.

Strategic Management

1.2.1.1 Enter here all expenditure deducted in accordance with paragraph 25, except sub-paragraph (k), and paragraphs 27, 32 and 37 of Schedule 1 including all expenditure falling within paragraph 25(e) to (g) of that Schedule.

1.2.1.2 Enter here all expenditure deducted in accordance with paragraph 26 of Schedule 1.

1.2.2 Enter here all expenditure deducted in accordance with paragraphs 25(k) and 28 of Schedule 1 where the expenditure first falls to be made in that financial year.

1.2.3 Enter here all expenditure deducted in accordance with paragraphs 25(k) and 28 of Schedule 1 where the expenditure first fell to be made in a preceding financial year.

1.2.4 Enter here all expenditure deducted in accordance with paragraph 29 of Schedule 1.

1.2.5 Enter here all expenditure deducted in accordance with paragraphs 30 and 31 of Schedule 1.

1.2.6 Enter here all expenditure deducted in accordance with paragraphs 34, 35 and 36 of Schedule 1.

1.2.7 Enter here all expenditure deducted in accordance with paragraph 41 of Schedule 1.

1.2.8 Enter here all expenditure deducted in accordance with paragraph 33 of Schedule 1.

1.2.9 Enter here all expenditure deducted in accordance with paragraph 38 of Schedule 1.

1.2.10 Enter here all expenditure deducted in accordance with paragraph 39 of Schedule 1.

1.2.11 Enter here all expenditure deducted in accordance with paragraph 40 of Schedule 1.

Specific Grants

1.3.1 Enter here all recurrent expenditure deducted in accordance with paragraphs 1 and 2 of Schedule 1 in relation to Standards Fund grant.

1.3.2 Enter here all recurrent expenditure deducted in accordance with paragraphs 1 and 2 of Schedule 1 other than expenditure falling within 1.3.1 above.

Special Education

1.4.1 Enter here all expenditure deducted in accordance with paragraphs 3 and 4 of Schedule 1.

1.4.2 Enter here all expenditure deducted in accordance with paragraphs 5, 6 and 7 of Schedule 1.

1.4.3.1 Enter here all expenditure deducted in accordance with paragraph 8 of Schedule 1 insofar as it relates to pupils with statements.

1.4.3.2 Enter here all expenditure deducted in accordance with paragraph 8 of Schedule 1 insofar as it relates to pupils without statements.

1.4.4 Enter here all expenditure deducted in accordance with paragraphs 9, 10 and 11 of Schedule 1.

1.4.5 Enter here all expenditure deducted in accordance with paragraph 12 (insofar as it relates to expenditure in relation to pupil referral units) and paragraph 13 of Schedule 1.

1.4.6 Enter here all expenditure deducted in accordance with paragraph 12 of Schedule 1 (insofar as it relates to expenditure in relation to education otherwise than at school).

1.4.7 Enter here all expenditure deducted in accordance with paragraph 14 of Schedule 1.

1.4.8 Enter here all expenditure deducted in accordance with paragraph 15 of Schedule 1.

School Improvement

1.5. Enter here all expenditure deducted in accordance with paragraph 16 of Schedule 1.

Access

1.6.1 Enter here all expenditure deducted in accordance with paragraph 17(a) of Schedule 1.

1.6.2 Enter here all expenditure deducted in accordance with paragraph 17(b), (c) and (e) of Schedule 1.

1.6.3 Enter here all expenditure deducted in accordance with paragraph 17(d) of Schedule 1.

1.6.4 Enter here all expenditure deducted in accordance with paragraph 17(f) of Schedule 1.

1.6.5 Enter here all expenditure deducted in accordance with paragraph 17(g) of Schedule 1.

1.6.6 Enter here all expenditure deducted in accordance with paragraph 17(h) of Schedule 1.

1.6.7 Enter here all expenditure deducted in accordance with paragraphs 18 and 20 of Schedule 1.

1.6.8 Enter here all expenditure deducted in accordance with paragraph 19 of Schedule 1.

1.6.9 Enter here all expenditure deducted in accordance with paragraph 21 of Schedule 1.

1.6.10 Enter here all expenditure deducted in accordance with paragraph 22 of Schedule 1.

1.6.11 Enter here all expenditure deducted in accordance with paragraph 23 of Schedule 1.

1.6.12 Enter here all expenditure deducted in accordance with paragraph 24 of Schedule 1.

1.7.1 Enter here the aggregate for each column (a) to (h) of the amounts entered for the matters referred to in notes 1.2 to 1.6.

1.7.2 Enter here all expenditure on those services provided by the authority to schools which schools fund from their budget shares less the amounts received from those schools in respect of those services.

1.7.3 Enter here the aggregate of the amounts in 1.7.1 and 1.7.2 which aggregate constitutes the total of the expenditure deducted by the authority from the LSB and expenditure falling within paragraph 25(e) to (g) of Schedule 1 for the activities which they carried out during the financial year.

1.8 Enter here the aggregate for each column (a) to (h) of the amounts entered for the matters referred to in notes 1.1 and 1.7.3 which aggregates constitute the total of all expenditure within the LSB and falling within paragraph 25(e) to (g) of Schedule 1.

1.9.1 Enter here expenditure which the authority has recouped pursuant to sections 492, 493 or 494 of the 1996 Act.

1.10 Enter here the aggregate of the entries in lines 1.8 and 1.9.1 being the authority’s total expenditure on schools in the financial year in question.

2.  A general heading for notes 2.1 to 2.6 comprising the expenditure by the authority upon activities other than those falling within paragraph 1.

2.1 Enter here all expenditure on the provision of education for children in nursery schools not being special schools.

2.2 Enter here all expenditure on the provision of Adult and Community Education.

2.3 A heading for expenditure on the provision of support for students.

2.3.1 Enter here all expenditure under section 1(1) of the Education Act 1962(1) (mandatory awards).

2.3.2 Enter here all expenditure incurred by virtue of regulations under section 22 of the Teaching and Higher Education Act 1998(2) (student support).

2.3.3 Enter here all expenditure under section 1(6) or 2 of the Education Act 1962 (discretionary grants).

2.4 Enter here all expenditure on the provision of transport under section 509 of the 1996 Act other than in relation to schools (Home to College Transport).

2.5 Enter here all expenditure on making pension payments other than in respect of schools.

2.6 Enter here all expenditure on the authority’s Youth Service.

2.7 Enter here the aggregate for each column of the amounts entered for the matters referred to in notes 2.1 to 2.6.

2.8 Enter in this line the aggregate for each column (a) to (h) of the amounts entered for the matters referred to in notes 1.10 and 2.7.

(1)

1962 c. 12.

(2)

1998 c. 30.