The Education (Grant-maintained and Grant-maintained Special Schools) (Finance) Regulations 1997

Regulation 8(2)

SCHEDULE 1 DETERMINATION OF THE RELEVANT PERCENTAGE

1.  This Schedule applies for the purposes of determining the relevant percentage under regulation 8(1), 16(4) or 43(2)(c).

2.  For the purposes of regulation 8(1), the relevant percentage in respect of any primary or secondary school is whichever is the greater of the percentages determined for the school in accordance with paragraphs 5 and 6 and in respect of any special school is whichever is the greater of the percentages determined for the school in accordance with paragraphs 5 and 7.

3.  For the purposes of regulation 16(4), the relevant percentage in respect of any school is the percentage determined in accordance with paragraph 5.

4.  For the purposes of regulation 43(2)(c), the relevant percentage is the percentage determined in accordance with paragraph 6.

5.  For the purposes of this paragraph, the percentage is that specified—

(a) where the school is a primary school, in the second column of the table;

(b) where the school is a secondary school, in the third column of the table; or

(c) where the school is a special school, in the fourth column of the table,

opposite the reference in the first column of the table to the local education authority in relation to that school.

Local Education Authority	Primary	Secondary	Special
London Borough of Barking and Dagenham	9.7	7.4	9.8
London Borough of Barnet	11.4	7.9	8.4
Barnsley Metropolitan Borough Council	11.6	7.5	11.0
Bath and North East Somerset District Council	11.1	7.9	11.1
Bedfordshire County Council	0	0	0
Berkshire County Council	9.6	6.6	8.1
London Borough of Bexley	9.3	6.2	12.8
Birmingham City Council	10.2	7.5	7.8
Bolton Metropolitan Borough Council	11.8	8.2	9.2
Bournemouth Borough Council	0	0	0
Bradford City Council	11.2	8.9	9.5
London Borough of Brent	8.3	6.1	5.6
Bristol City Council	12.7	8.7	11.4
Brighton and Hove Council	0	0	0
London Borough of Bromley	11.5	8.2	19.4
Buckinghamshire County Council	0	0	0
Bury Metropolitan Borough Council	10.0	7.3	10.8
Calderdale Metropolitan Borough Council	9.9	6.8	7.8
Cambridgeshire County Council	10.5	7.3	6.6
London Borough of Camden	14.1	10.3	19.7
Cheshire County Council	10.7	7.4	10.2
Common Council of the City of London	15.8	N/A	N/A
Cornwall County Council	9.4	6.8	11.2
Coventry City Council	13.0	9.1	9.5
London Borough of Croydon	11.0	7.9	6.3
Cumbria County Council	9.1	6.9	16.0
Darlington Borough Council	0	0	0
Derby City Council	0	0	0
Derbyshire County Council	0	0	0
Devon County Council	9.7	6.8	9.2
Doncaster Metropolitan Borough Council	12.7	8.6	10.3
Dorset County Council	0	0	0
Dudley Metropolitan Borough Council	6.0	4.3	4.6
Durham County Council	0	0	0
London Borough of Ealing	9.1	7.1	10.1
East Riding of Yorkshire District Council	16.7	11.7	5.0
East Sussex County Council	0	0	0
London Borough of Enfield	11.0	7.8	6.6
Essex County Council	9.4	6.5	8.4
Gateshead Metropolitan Borough Council	16.8	13.2	16.0
Gloucestershire County Council	8.1	5.7	4.8
London Borough of Greenwich	10.4	7.6	9.2
London Borough of Hackney	13.3	9.9	18.2
London Borough of Hammersmith and Fulham	11.1	8.2	10.5
Hampshire County Council	0	0	0
London Borough of Haringey	22.6	16.6	5.4
London Borough of Harrow	9.6	6.8	9.3
Hartlepool Borough Council	16.8	11.1	6.0
London Borough of Havering	9.5	6.2	6.7
Hereford and Worcester County Council	10.0	7.6	6.5
Hertfordshire County Council	6.7	4.6	5.8
London Borough of Hillingdon	12.6	8.6	12.2
London Borough of Hounslow	12.2	9.6	14.1
The Council of the Isles of Scilly	15.5	8.9	N/A
Isle of Wight County Council	12.5	9.6	19.4
London Borough of Islington	8.2	6.2	6.8
The Royal Borough of Kensington and Chelsea	10.3	7.6	10.9
Kent County Council	11.5	7.8	10.5
The Royal Borough of Kingston upon Thames	9.3	6.7	9.8
Kingston-upon-Hull City Council	15.7	11.3	9.5
Kirklees Metropolitan Borough Council	13.3	9.1	11.3
Knowsley Metropolitan Borough Council	10.6	7.5	8.6
London Borough of Lambeth	10.6	7.7	6.3
Lancashire County Council	10.3	7.1	8.6
Leeds City Council	8.6	6.3	7.5
Leicester City Council	0	0	0
Leicestershire County Council	0	0	0
London Borough of Lewisham	11.1	8.1	9.6
Lincolnshire County Council	12.2	8.1	8.9
Liverpool City Council	9.0	6.2	8.1
Luton Borough Council	0	0	0
Manchester City Council	12.7	8.3	9.4
London Borough of Merton	9.8	7.7	10.3
Middlesbrough Borough Council	18.2	11.5	9.0
Milton Keynes Council	0	0	0
Newcastle upon Tyne City Council	13.7	9.6	7.1
London Borough of Newham	16.8	11.1	24.4
Norfolk County Council	8.7	6.0	6.0
North East Lincolnshire District Council	15.4	11.0	6.3
North Lincolnshire District Council	17.2	12.5	7.6
North Somerset District Council	11.2	7.8	13.3
North Tyneside Metropolitan Borough Council	8.4.	6.1	7.3
North Yorkshire County Council	11.7	7.9	8.4
Northamptonshire County Council	10.2	7.4	6.3
Northumberland County Council	9.1	7.2	7.3
Nottinghamshire County Council	17.5	13.0	17.6
Oldham Metropolitan Borough Council	14.9	10.1	12.3
Oxfordshire County Council	9.0	6.8	9.7
Poole Borough Council	0	0	0
Portsmouth City Council	0	0	0
London Borough of Redbridge	12.0	7.9	14.4
Redcar and Cleveland Borough Council	15.2	10.2	15.9
London Borough of Richmond upon Thames	8.7	6.7	10.6
Rochdale Metropolitan Borough Council	8.9	6.0	9.9
Rotherham Metropolitan Borough Council	12.8	9.2	14.1
Rutland County Council (District Council)	0	0	0
Salford City Council	10.9	7.4	9.6
Sandwell Metropolitan Borough Council	14.3	9.4	13.2
Sefton Metropolitan Borough	13.6	8.8	19.9
Sheffield City Council	14.1	10.3	12.9
Shropshire County Council	10.5	6.5	11.5
Solihull Metropolitan Borough Council	6.5	4.7	6.1
Somerset County Council	7.8	5.7	8.1
Southampton City Council	0	0	0
South Gloucestershire District Council	11.2	7.6	17.5
South Tyneside Metropolitan Borough Council	14.7	10.7	14.3
London Borough of Southwark	13.6	10.4	14.3
St. Helens Metropolitan Borough Council	11.2	7.6	8.4
Staffordshire County Council	0	0	0
Stockport Metropolitan Borough Council	9.0	6.7	12.5
Stockton-on-Tees Borough Council	15.1	10.2	9.8
Stoke-on-Trent City Council	0	0	0
Suffolk County Council	8.5	6.3	10.0
Sunderland Metropolitan Borough Council	7.5	5.3	8.1
Surrey County Council	9.5	7.6	6.8
London Borough of Sutton	11.7	8.2	13.1
Swindon Borough Council	0	0	0
Tameside Metropolitan Borough Council	11.4	8.2	6.0
London Borough of Tower Hamlets	11.3	8.8	10.0
Trafford Metropolitan Borough Council	14.6	8.5	12.3
Wakefield Metropolitan District Council	14.7	10.1	9.6
Walsall Metropolitan Borough Council	13.6	9.5	9.4
London Borough of Waltham Forest	9.6	6.9	7.0
London Borough of Wandsworth	11.0	8.5	11.0
Warwickshire County Council	14.6	10.3	11.6
Westminster City Council	12.5	9.8	20.3
West Sussex County Council	13.2	9.0	13.5
Wigan Metropolitan Borough Council	10.3	6.8	6.6
Wiltshire County Council	0	0	0
Wirral Metropolitan Borough Council	11.9	8.0	9.4
Wolverhampton Metropolitan Borough Council	11.9	7.8	8.3
City of York Council	13.4	8.8	9.1

6.—(1) For the purposes of this paragraph, the funding authority shall determine the percentage which the amount determined in accordance with sub-paragraph (2) below is of the amount which appears to them to be equal to the amount of the local education authority’s aggregated budget for primary or secondary schools for the financial year in question included in accordance with regulation 3(a) of, and notes (3) and (8) or (4) and (8), as the case may be, in Schedule 1 to, the Education (School Financial Statements) (Prescribed Particulars etc.) Regulations 1995(1) (“the 1995 Regulations”), in Part 1 of the authority’s statement prepared under section 122(2) of the 1996 Act for that year (“the statement”), according as to whether the school is a primary school or a secondary school.

(2) The funding authority shall determine an amount by the application of the following formula—

, where

A is the amount of that part of the local education authority’s general schools budget for primary and secondary schools for the financial year in question included in accordance with regulation 3(a) of, and notes (3) and (44) or (4) and (44), as the case may be, in, Schedule 1 to the 1995 Regulations in Part 1 of the Statement which, in the opinion of the funding authority, would remain after deducting—

(a)

their aggregated budget for the year; and

(b)

the aggregate of the amounts referred to in paragraph 8.

B is the number of registered pupils on a date determined by the funding authority at all primary schools or all secondary schools maintained or formerly maintained by the local education authority (according as to whether the school is a primary school or a secondary school) which are required to be covered by a statement for the financial year in question under section 122(2) of the 1996 Act; and

C is the number of registered pupils on that date at all such schools whether primary or secondary.

7.—(1) For the purposes of this paragraph, the funding authority shall determine the percentage which the amount determined in accordance with sub-paragraph (2) below is of the amount of that part of the local education authority’s aggregated budget which is for special schools for the financial year in question included, in accordance with regulation 3(a) of, and notes (5) and (8) in Schedule 1 to, the 1995 Regulations, in Part 1 of the authority’s statement prepared under section 122(2) of the 1988 Act for that year (“the statement”).

(2) The funding authority shall determine the amount remaining after the sum of the amount of the local education authority’s aggregated budget referred to in sub-paragraph (1) above and the aggregate of the amounts referred to in paragraph 8 is deducted from the amount of that part of the authority’s general schools budget which is for special schools for the financial year in question included, in accordance with regulation 3(a) of, and notes (5) and (44) in Schedule 1 to, the 1995 Regulations, in the statement.

8.—(1) The amounts referred to in paragraphs 6 and 7 are the amounts included in the statement, in accordance with regulation 3(a) of, and the relevant notes in Schedule 1 to, the 1995 Regulations, in respect of the following matters—

(a) capital expenditure (35);

(b) capital financing costs (36);

(c) provision of transport for pupils between home and school (25);

(d) existing commitments to pay compensation for redundancy, dismissal or premature retirement of staff (40)(b);

(e) assessing pupils' special educational needs, making special educational provision for pupils with statements of special educational needs and reviewing such statements (13)(a) and (39);

(f) education welfare services (37);

(g) educational psychology services (38);

(h) provision for pupils of clothing, board and lodging and financial support (28);

(i) expenditure expected to be offset by income received as grant (41)(a)(i) and (b);

(j) provision of school meals and milk (26)(a) and (b);

(k) contingencies (31);

(l) expenditure of the kind referred to in section 11 of the Local Government Act 1966(2) not expected to be offset by income received as central government grant or grant from any of the European Communities (41)(a)(ii);

(m) expenditure which is expected to be offset by income received from Her Majesty’s Chief Inspector of Schools in England (27); and

(n) provision of education at a school, other than a pupil referral unit, under section 19(1) of the 1996 Act.

(2) For the purposes of sub-paragraph (1) above “the relevant notes” means, in relation to each matter set out in items (a) to (m) in that sub-paragraph, note (5) and the note indicated in respect of that matter.

(1)

S.I. 1995/208.

(2)

1966 c. 42, as substituted by section 1(1) of the Local Government (Amendment) Act 1993 (c. 27). Section 11 is extended by section 211 of the Education Reform Act 1988 to which there are amendments not relevant to these Regulations.