The Education (Budget Statements) (England) Regulations 2001

2. Introductory Text

1. Citation, commencement and application

3. 2. Interpretation

4. 3. Prescribed form of, and information to be contained in, budget statements

5. 4. Prescribed manner and time of publication of budget statements

6. 5. (1) Three copies of Parts 1 to 3 and two...

7. 6. (1) A budget statement shall be published before the beginning...

8. 7. The authority shall furnish the governing body and head teacher...

9. Signature

10. 1. SCHEDULE 1

       FORM OF PART 1 OF BUDGET STATEMENT

       1. Part 1 of a budget statement (the total planned education...

       2. NOTES TO PART 1

       3. Where an authority do not plan to make any financial...

       4. References in these Notes to deductions are references to deductions...

       5. H1. NOTES TO PART 1

       6. 1. A general heading covering the items comprising the LSB for...

       7. Strategic Management

       8. Specific Grants (Revenue Expenditure)

       9. Special Education

       10. School Improvement

       11. Access

       12. 2. Access

       13. 3. Enter here the aggregate for each column (a) to (g)...

       14. 4. Enter here all expenditure treated by the authority as expenditure...

       15. 5. Enter here the aggregate for each column (a) to (g)...

       16. 6a. Subject to note 6b below, enter here the amount of...

       17. 6b. Enter here the amount of the Education Budget Support Grant....

       18. 7. Enter here the authority’s Education Standard Spending Assessment for the...

       19. 8. Enter here all capital expenditure, being expenditure-

       20. ANNEX TO PART 1

       21. Where any method of apportionment is adopted for allocating estimated...

    2. SCHEDULE 2

       FORM OF PART 2 OF A BUDGET STATEMENT

       1. Part 2 of a budget statement (school level information) shall...

       2. Table 2A—School Level Information

       3. NOTES TO PART 2A

       4. In the case of a school that will be open...

       5. Table 2B—Former Grant-Maintained Schools Transitional Funding Method

       6. NOTES TO PART 2B

       7. The numbered notes below refer to the matters bearing the...

    3. SCHEDULE 3

       FORM OF PART 3 OF A BUDGET STATEMENT

       1. Part 3 of a budget statement (information about the allocation...

       2. 1. NOTES TO PART 3

       3. 2. PRIMARY AND SECONDARY SCHOOLS

       4. 3. Enter here a description of the method used to calculate...

       5. 4. A general column heading for the type and factor name...

       6. 5. Enter in this column (5) opposite each factor in column...

       7. 6. Enter in this column (6), opposite each entry in column...

       8. 7. Enter in this column (7) opposite each entry in column...

       9. 8. Enter in this column (8), opposite each entry in column...

       10. 9. Enter in this column (9) the aggregate of the amounts...

       11. 10. Enter in this column (10) the particular provision of the...

       12. 11. A sub-heading for the factors which allocate the ISB by...

       13. 12. A heading for the entries to be made under the...

       14. 13. Enter in this column (13) the amounts which represent the...

       15. 14. Enter here a description of the method used to operate...

       16. 15. Enter here the aggregate of the numbers in column (7),...

       17. 16. Pupil-led SEN funding

       18. 17. Enter in this column each factor relating to pupils without...

       19. 18. Place-led SEN funding treated as pupil-led

       20. 19. Other funding treated as pupil-led

       21. 20. Total primary and secondary funds treated as pupil-led

       22. 21. Excess SEN funding for pupils without statements

       23. 22. OTHER FUNDING

       24. 23. Additional educational needs factors

       25. 24. Site specific factors

       26. 25. Enter in this column (25), opposite each unit of measurement...

       27. 26. School specific factors

       28. 27. Budget adjustments

       29. 28. Enter here the transitional funding paid to schools which were...

       30. 29. Enter here the amount of that part of the authority’s...

       31. 30. Enter here the School Standards Grant paid to schools separately...

       32. 31. TOTAL AMOUNT ALLOCATED TO PRIMARY AND SECONDARY SCHOOLS

       33. 32. Enter here the amount obtained by deducting from the total...

       34. 33. SPECIAL SCHOOLS

       35. 34. Place-led funding

       36. 35. Pupil-led funding

       37. 36. Other factors

       38. 37. Additional educational needs factors

       39. 38. Site specific factors

       40. 39. School specific factors

       41. 40. Budget adjustments

       42. 41. Enter here the transitional funding paid to schools which were...

       43. 42. Enter here the amount of that part of the authority’s...

       44. 43. Enter here the School Standards Grant paid to special schools....

       45. 44. Total funds allocated to special schools

       46. 45. TOTAL FUNDS AVAILABLE TO ALL SCHOOLS (ISB)

       47. ANNEX TO PART 3

       48. Any discrepancy between the amounts allocated to schools shown in...

    4. SCHEDULE 4

       CONTENTS OF PART 4 OF A BUDGET STATEMENT

       1. The authority shall set out in respect of each school...

       2. Sub-totals shall be provided for each school indicating the aggregate...

       3. 1. Mainstream Schools

       4. 2. SEN to include pupils with statements of special educational needs...

       5. 3. Other pupil-led funding

       6. 4. Additional educational needs

       7. 5. Site-specific factors

       8. 6. School-specific factors

       9. 7. Budget adjustments

       10. 8. Transitional funding (for schools that were grant-maintained prior to 1st...

       11. 9. School Standards Grant

       12. 10. Total share of the ISB (Mainstream)

       13. 11. Special Schools

       14. 12. Pupil-led funding

       15. 13. Additional educational needs

       16. 14. Site-specific factors

       17. 15. School-specific factors

       18. 16. Budget adjustments

       19. 17. Transitional funding (for schools that were grant-maintained prior to 1st...

       20. 18. School Standards Grant

       21. 19. Total share of the Individual Schools Budget (Special)

       22. Where a factor does not apply to a particular school a zero shall be entered against that factor.

11. Explanatory Note