The School and Early Years Finance (England) Regulations 2017

Regulation 21

SCHEDULE 4 MINIMUM FUNDING GUARANTEE

1.—(1) In this Schedule—

(a) references to the number of pupils exclude those funded by a sixth form grant and those in places which the local authority has reserved for children with special educational needs;

(b) the “relevant number” of pupils for the previous funding period is the number of pupils at the school on 1st October 2015;

(c) the “relevant number” of pupils for the funding period is the number of pupils at the school on 6th October 2016;

(d) references to a redetermined adjusted budget share for the previous funding period exclude—

(i) any amount allocated under regulation 14(2) (places reserved for children with special educational needs) of the 2015 Regulations;

(ii) any amount included under regulation 20(1) (Sixth form funding) of the 2015 Regulations;

(iii) any amount included under regulation 24 (Correction of errors and changes in non-domestic rates) of the 2015 Regulations;

(iv) the difference between (a) any amount allocated to the school under regulation 21(4) of the 2015 Regulations, and (b) the single sum which the school would have received under paragraph 1 or 2 of Schedule 3 to the 2015 Regulations if regulation 21(3) of the 2015 Regulations had not applied;

(v) any amount allocated to the school under Schedule 3 to the 2015 Regulations where such amount has been deducted from the schools budget under Part 5 (Children And Young People With High Needs) of Schedule 2;

(vi) any amount allocated to the school under regulation 10(3) (early years single funding formula) of the 2015 Regulations;

(vii) any amount included in respect of paragraph 11 (rates) of Schedule 3 to the 2015 Regulations;

(viii) any amount allocated to the school under paragraph 1 (primary single sum) of Schedule 3 (or, where regulation 25(4) or (8) applies, the amount allocated to the school under that regulation);

(ix) any amount allocated to the school under paragraph 2 (secondary single sum) of Schedule 3 (or, where regulation 25(4) or (8) applies, the amount allocated to the school under that regulation);

(x) any amount allocated to the school under paragraph 14 (primary sparsity) of Schedule 3; and

(xi) any amount allocated to the school under paragraph 15 (secondary sparsity) of Schedule 3;

(e) references to a redetermined adjusted budget share for the funding period include the effect of any alternative arrangements approved by the Secretary of State under regulation 29, but exclude—

(i) any amount allocated under regulation 14(2) (places reserved for children with special educational needs);

(ii) any amount included under regulation 24 (Sixth form funding);

(iii) any amount included under regulation 27 (Correction of errors and changes in non-domestic rates);

(iv) any amounts allocated under regulation 10(1) (formula for determining budget shares) which would have been within a class or description of the expenditure listed in Schedule 2 to the 2015 Regulations that the authority deducted in the previous funding period;

(v) any amount allocated to the school under regulation 10(3) (Early years single funding formula);

(vi) any amount included in respect of paragraph 11 (rates) of Schedule 3;

(vii) any amount allocated to the school under paragraph 1 (primary single sum) of Schedule 3 (or, where regulation 25(4), (8) or (9) applies, the amount allocated to the school under that regulation);

(viii) any amount allocated to the school under paragraph 2 (secondary single sum) of Schedule 3 (or, where regulation 25(4), (8) or (9) applies, the amount allocated to the school under that regulation);

(ix) any amount allocated to the school under paragraph 14 (primary sparsity) of Schedule 3; and

(x) any amount allocated to the school under paragraph 15 (secondary sparsity) of Schedule 3.

(2) For the purposes of this Schedule—

(a) where a school opened during the previous funding period, its redetermined adjusted budget share for the previous funding period is the amount it would have been if the school had opened on 1st April 2016; and

(b) where a school opens during the funding period, its redetermined adjusted budget share for the funding period is the amount it would have been if the school had opened on 1st April 2017,

in both cases adjusted in accordance with paragraph 1(d) or (e), whichever is applicable.

2.  Where is less thanthen the guaranteed funding level iswhere—

• A is the redetermined adjusted budget share for the funding period;

• B is the relevant number of pupils in the funding period;

• C is the redetermined adjusted budget share for the previous funding period multiplied by 0.985; and

• D is the relevant number of pupils in the previous funding period.

3.  Where a new 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, subject to paragraph 4.

4.  In calculating the guaranteed level of funding under paragraph 3 the relevant number of pupils in the previous funding period under paragraph 1(b) is the sum of the relevant number of pupils in the discontinued schools on 1st October 2015.