The Education (Budget Statements) (Wales) Regulations 2002

Regulation 4(2)

SCHEDULE 1 PART I OF BUDGET STATEMENT

Part 1 of a budget statement (school level information) must be in the following form and in accordance with the notes. Both the English and Welsh versions of the form must be completed.

NOTES TO PART 1

• The numbered notes below refer to the items in the table bearing the corresponding number.

1.  Enter the names of all schools maintained or to be maintained by the LEA in the financial year in the following order—

(a) primary schools;

(b) secondary schools;

(c) special schools.

2.  Opposite the name of each school, enter in Column 2 that school’s official reference number.

3.  Enter in Column 3, opposite the name of each school, the letter “C” if the school is to close during the financial year and the letter “O” if the school is to open during the financial year; otherwise leave blank.

4.  Enter in Column 4 the date that such a school is intended to close or to open, as the case may be; otherwise leave blank.

5.  Enter in Column 5, opposite the name of each school—

(a) in the case of a primary or secondary school, the number of registered pupils at the school required under the allocation formula to be used for the initial determination of that school’s budget share; or

(b) in the case of a special school, the number of places at the school funded by the LEA for the financial year.

In the case of a school that will be open for part of the year only, the number determined in accordance with (a) or (b) above must be reduced to reflect the proportion of the year that the school is to open. For example, if a school is expected to open for 7 months of the financial year, the number shown should be the number of pupils multiplied by 7, then divided by 12.

6.  Enter in Column 6, opposite the name of each school, the whole of the school’s budget share. For schools only open for part of the year, the actual budget share given to the school should be shown.

7.  Enter in Column 7, opposite the name of each school, the planned expenditure per pupil at the school calculated by dividing the amount entered in accordance with note 6 by the number of pupils or places for the school entered in accordance with note 5.

8.  Enter in Column 8, opposite the name of each school (other than a special school), the amount of that part of the school’s budget share which results from the application of the allocation formula in relation to the school’s estimated need to make special educational provision.

9.  Enter in Column 9, opposite the name of each school, the amount of planned additional funding (including grants) proposed to be allocated to the school otherwise than as part of the school’s budget share.

10.  Enter in line 10 in each of Columns 5, 6, 8 and 9 the aggregate of the numbers entered in each of those columns in respect of primary schools and in column 7 the average of the numbers entered in that column in respect of such schools.

11.  Enter in line 11 in each of Columns 5, 6, 8 and 9 the aggregate of the numbers entered in each of those columns in respect of secondary schools and in column 7 the average of the numbers entered in that column in respect of such schools.

12.  Enter in line 12 in each of Columns 5, 6, 8 and 9 the aggregate of the numbers entered in each of those columns in respect of special schools and in column 7 the average of the numbers entered in that column in respect of such schools.

13.  Enter in line 13 in each of Columns 5, 6, 8 and 9 the aggregates of the numbers entered in each of those columns in accordance with notes 7 to 12, and in column 7 the average of the numbers entered in that column.

14.  Enter in line 14 the amount of the ISB not allocated to schools' budget shares at the beginning of the financial year , giving an estimated split between primary, secondary and special schools and giving a total.

15.  Enter in line 15 the total amount of funding of the kind referred to in Note 9 which the LEA plan to allocate to the school but which is not allocated at the beginning of the financial year, giving an estimated split between primary, secondary and special schools and giving a total.

16.  Enter in line 16 the aggregate of the numbers entered in column 6 in accordance with Note 13 and in the “total” box in accordance with Note 14.