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The School Finance (England) Regulations 2011

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Regulation 19

SCHEDULE 4MINIMUM FUNDING GUARANTEE

This schedule has no associated Explanatory Memorandum

Primary and secondary schools

1.  In this paragraph and paragraphs 2 to 4—

(a)references to the number of pupils exclude those funded by a grant paid to the authority by the YPLA under section 61 of the 2009 Act;

(b)the “relevant number” of pupils for the previous funding period is the number of registered pupils at the school on 21st January 2010;

(c)subject to paragraphs 3 and 4, the “relevant number” of pupils for the funding period is the number of pupils at the school on 20th January 2011;

(d)references to a redetermined adjusted budget share for the previous funding period include the effect of any additional arrangement approved by the schools forum or Secretary of State under regulation 25 of the 2008 Regulations and the allocation of any mainstreamed grant, but exclude the following—

(i)any amounts included pursuant to regulations 21 (sixth form funding), 23 (excluded pupils) and 24 (correction of errors) of the 2008 Regulations,

(ii)any amount included in respect of paragraphs 8 (rates), 14 (PFI), 28 (NQTs) and 33 (ICS) of Schedule 3 to the 2008 Regulations, and

(iii)any amounts in respect of funding for named pupils which are deducted from a school’s budget share when those pupils leave the school, excluding amounts for the cost of providing free school meals;

(e)references to a redetermined adjusted budget share include the effect of any additional arrangements approved by the schools forum or the Secretary of State under regulation 25 (additional arrangements), but exclude the following—

(i)any amounts included pursuant to regulation 20 (sixth form funding) and 23 (excluded pupils),

(ii)any amounts included in respect of paragraphs 8 (rates), 14 (PFI), 28 (NQTs) and 33(ICS) of Schedule 3; and

(iii)any amounts included in respect of funding for named pupils which are deducted from a school’s budget share when those pupils leave the school but not including amounts for the cost of providing free school meals;

(f)for the purposes of this Schedule—

(i)where a school has opened during the previous funding period, its redetermined adjusted budget share for the previous funding period is the amount that it would have been had the school opened on 1st April 2010,

(ii)where a school opens during the funding period, its redetermined adjusted budget share for the funding period is the amount that it would have been had the school opened on 1st April 2011,

adjusted in accordance with sub-paragraph (d) or (e), whichever is applicable.

2.  Subject to paragraphs 3 and 4, the guaranteed funding level is to be calculated as follows for the funding period—

(a)where the relevant number of pupils is the same as the relevant number for the previous funding period, the guaranteed funding level is A,

(b)where the relevant number of pupils is lower than the relevant number for the previous funding period, the guaranteed funding level is A - (B x C),

(c)where the relevant number of pupils is higher than the relevant number for the previous funding period, the guaranteed funding level is A + (B x C);

where—

  • A is, in respect of the funding period, the redetermined adjusted budget share for the previous funding period multiplied by 0.985 in respect of primary schools and secondary schools,

  • B is, in respect of the funding period, the difference between the relevant number of pupils for the previous funding period and the funding period,

  • C is, in respect of the funding period, the mean value of funding per pupil in the school’s redetermined adjusted budget share for the previous funding period (calculated using pupil numbers on 21st January 2010) multiplied by 0.985 x 0.80 in respect of primary schools and by 0.985 x 0.875 in respect of secondary schools.

3.—(1) Except where paragraph 4 applies, where the relevant number of pupils for the previous funding period or the funding period is 75 or fewer, that school’s guaranteed funding level for the funding period must be calculated as follows—

(a)where the relevant number of pupils in the funding period is the same as the relevant number for the previous funding period, the guaranteed funding level is A,

(b)where the relevant number of pupils in the funding period is lower than the relevant number of pupils for the previous funding period, the guaranteed funding level is A - (B x D/E x 0.985) in respect of primary schools and secondary schools,

(c)where the relevant number of pupils in the funding period is higher than the relevant number of pupils for the previous funding period, the guaranteed funding level is A + (B x D/E x 0.985) in respect of primary schools and secondary schools;

where—

  • A and B have the same meaning as in paragraph 2,

  • D is the total funding within the redetermined adjusted budget share determined on the basis of pupil numbers for, in respect of the funding period, the previous funding period; and

  • E is, in respect of the funding period, the relevant number of pupils for the previous funding period.

(2) For the purposes of this paragraph, “the relevant number” means, in respect of the funding period, either the number of pupils registered at the school on 21st January 2010 or the number of pupils registered at the school on 20th January 2011.

4.  Where a school opens during the funding period, and is a replacement for two or more schools being discontinued during the funding period, its guaranteed funding level must be calculated in accordance with paragraph 2, save that the figure in respect of the new school’s redetermined adjusted budget share for the previous funding period is to be determined using the sum of the relevant number of pupils in the discontinued schools for the previous funding period as the relevant number for the purposes of paragraph 1(b).

Special schools

5.—(1) A local authority must provide in their formula that any amount allocated in accordance with regulation 15(1)(a) in respect of a place at a special school for the funding period must be at least 0.985 multiplied by the amount initially determined in relation to the previous funding period in respect of a place appropriate to a pupil with the same characteristics at that school under regulation 16(1)(a) of the 2008 Regulations.

(2) That portion of the redetermined budget share of a special school for the funding period calculated otherwise than in accordance with regulation 15 (but not including adjustments due under regulation 23 (excluded pupils)) must be at least 0.985 multiplied by that portion of the initially determined budget share for the previous funding period calculated otherwise than in accordance with regulation 16 of the 2008 Regulations (including the allocation of any mainstreamed grant but not including adjustments due under regulation 23 (excluded pupils) of those Regulations).

6.  For the purposes of this Schedule, “PFI” means Private Finance Initiative and “ICS” means Infant Class Sizes.

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