Prospective

Regulations 3 and 5

SCHEDULE N.I.

PART I N.I.general grant formula (the resources element)

1.  For the purposes of this Schedule – N.I.

(a) a district council’s wealth means its share of the Northern Ireland gross penny rate product, as calculated in accordance with this Schedule;

(b) a district council’s needs means its share of the Northern Ireland adjusted population (including the additional needs of a district council) as calculated in accordance with this Schedule.

Commencement Information

I1 Sch. para. 1 in operation at 1.4.2003, see reg. 1

2.  The formula – N.I.

(a) to determine a district council’s entitlement to grant –

Wealth		Needs
	−		= Surplus or negative variance

(b) to calculate the proportion of grant payable to a district council, the total of negative variances shall be calculated and each district council’s negative variance (if any) expressed as a percentage of the total –

Commencement Information

I2 Sch. para. 2 in operation at 1.4.2003, see reg. 1

PART II N.I.measures applied to adjust for additional needs

3.  Measures applied to adjust for additional needs are – N.I.

(a) deprivation;

(b) an influx of additional population; and

(c) sparsity.

Commencement Information

I3 Sch. para. 3 in operation at 1.4.2003, see reg. 1

4.  Measures, weighted in accordance with paragraph 6, to the extent specified in paragraph 5(1), which shall be applied to population data, to adjust for – N.I.

(a) deprivation, are –

(i) income deprivation scores; and

(ii) employment deprivation scores and domestic net annual values;

(b) an influx of additional population, are –

(i) tourist bed-nights; and

(ii) travel to work data;

(c) sparsity, are –

(i) population density; and

(ii) private household data.

Commencement Information

I4 Sch. para. 4 in operation at 1.4.2003, see reg. 1

Extent of adjustment N.I.

5.—(1) For the purposes of paragraph 4, the extent of adjustment made to the population of a local government district shall be in the same proportion as the total Northern Ireland expenditure on each key service relative to specified needs is to the total Northern Ireland expenditure.

(2) The key services to which sub-paragraph (1) relates are –

(a) community services;

(b) economic development;

(c) refuse collection;

(d) street cleansing; and

(e) tourism.

Commencement Information

I5 Sch. para. 5 in operation at 1.4.2003, see reg. 1

Population Adjustment Methodology N.I.

6.  The Department shall adjust population to address –

(a) deprivation in a local government district, by taking the following steps –

(i) application of the employment scores with a 100 percent weighting, making an adjustment of the proportion that community services expenditure is to total expenditure;

(ii) application of the employment scores with a 50 percent weighting and domestic net annual values with a 50 percent weighting, making an adjustment for each of the proportion that economic development expenditure is to total expenditure;

(iii) application of the income scores with a 50 percent weighting, making an adjustment of the proportion that tourism expenditure is to total expenditure;

(b) an influx of additional population into a local government district, by taking the following steps –

(i) application of tourist bed-nights factors with a 50 percent weighting, making an adjustment of the proportion that tourism expenditure is to total expenditure;

(ii) application of tourist bed-nights factors with a 50 percent weighting and travel to work factors with a 50 percent weighting, making an adjustment of the proportion that street-cleansing expenditure is to total expenditure; and

(c) sparsity in a local government district, by taking the following step –

application of mid-year population density data with a 25 percent weighting and private household data with a 75 percent weighting, making an adjustment of the proportion that refuse collection expenditure is to total expenditure.

Commencement Information

I6 Sch. para. 6 in operation at 1.4.2003, see reg. 1

7.  The total adjustment which the Department shall make to the home population of a local government district shall be the sum of the results, which may be positive or negative, of the adjustments made in accordance with paragraphs 6(a), 6(b) and 6(c).

Commencement Information

I7 Sch. para. 7 in operation at 1.4.2003, see reg. 1

PART III N.I.expenditure proforma

Commencement Information

I8 Sch. Pt. III in operation at 1.4.2003, see reg. 1

net expenditure (i.e. excluding depreciation and bank interest)

	Key Services	Net Expenditure	Capital Charges (Depreciation + Interest)	Adjusted Net Expenditure
	Column A	Column B	Column C	Column D
1	Net cost of services
2	Net Bank Interest +/−		NOT APPLICABLE
3	Adjusted Net Cost of Services (Sub-total rows 1 and 2)
4	Community Services
5	Economic Development
6	Tourism
7	Refuse Collection
8	Street Cleansing
9	Other Services (row 3 minus sum of rows 4 to 8)
10	TOTALS