The Education (School Financial Statements) (Prescribed Particulars etc.) Regulations 1994

NOTES TO PART 3

The numbered notes below refer to the matters bearing the corresponding number on the tabular part of the form. Where an authority do not plan to make any financial provision in respect of any matter listed on the form a nought should be entered in the appropriate place.

(1) A sub–heading for the matters referred to in notes (6) to (14) below, which comprise the factors for allocating that part of the authority’s aggregated budget to be allocated in accordance with the allocation formula under the authority’s scheme by reference to the numbers of registered pupils at the primary and secondary schools covered by the scheme and their ages (or the age group or year group to which they belong), their attendance at a nursery class, subjects of study and any special educational needs they may have or are to be treated, for the purposes of the application of the allocation formula, as having.

(2) Enter in the column below this heading opposite each factor listed in the first column the total number of registered pupils at primary and secondary schools covered by the authority’s scheme to whom the factor applies.

(3) Enter in the column below this heading opposite each factor listed in the first column the amount of expenditure attributed to each pupil to whom the factor applies.

(4) Enter in the column below this heading opposite each factor listed in the first column the amounts of expenditure produced by multiplying the amount for that factor entered in accordance with note (3) above by the number for that factor entered in accordance with note (2) above.

(5) Enter in the column below this reading the amounts of planned expenditure referred to in notes (7), (10), (13) and (14) below expressed as percentages of the amount referred to in note (22) below.

(6) Enter below this sub–heading in ascending order each relevant age, age group or year group applicable in accordance with the allocation formula under the authority’s scheme to primary and secondary schools, specifying separately any separate categories included in the allocation formula for pupils in nursery classes or studying particular subjects.

(7) In respect of the factors referred to in note (6) above, the aggregate of the numbers referred to in note (2) above and the aggregate of the amounts referred to in note (4) above.

(8) A sub–heading for the matters referred to in notes (9) to (13) below which comprise the factors for allocating that part of the authority’s aggregated budget to be allocated in accordance with the allocation formula under the authority’s scheme by reference to the numbers of registered pupils at the primary and secondary schools covered by the scheme and any special education needs they may have or are to be treated, for the purposes of applying the allocation formula, as having.

(9) Enter below this sub–heading each factor in the allocation formula under the authority’s scheme in accordance with which amounts of expenditure are attributed to registered pupils at the primary and secondary schools covered by the scheme who have special educational needs, or who, for the purposes of the application of the allocation formula, are treated as having such needs, but for whom the authority does not maintain a statement.

(10) In respect of the factors referred to in note (9) above, the aggregate of the amounts to be entered in accordance with note (4) above.

(11) Enter below this sub–heading each factor in the allocation formula under the authority’s scheme in accordance with which amounts of expenditure are attributed to registered pupils at the primary and secondary schools covered by the scheme who have special educational needs and for whom the authority maintain a statement.

(12) In respect of the factors referred to in note (11) above, the aggregate of the amounts entered in accordance with note (4) above.

(13) The aggregate of the amounts referred to in notes (10) and (12) above.

(14) The aggregate of the amounts referred to in notes (7) and (13) above.

(15) A sub–heading for the matters referred to in notes (16) to (21) below which comprise the factors for allocating that part of the authority’s aggregated budget to be allocated to primary and secondary schools in accordance with the allocation formula under the authority’s scheme other than the factors entered in accordance with notes (6), (9) and (11) above.

(16) Enter below this sub–heading a statement of each factor of the kind referred to in note (15) above.

(17) Enter in the column below this heading opposite each factor listed in the first column a decription of the unit of measurement, formula or method by which funds are allocated through the factor, or a reference to the provision of the authority’s scheme which describes the method of allocation.

(18) Where the allocation formula so provides, enter in the column below this heading opposite each factor listed in the first column the number of units of measurement in respect of the factor.

(19) Enter in the column under this heading opposite each factor listed in the first column the amount of funding attributable to each unit of measurement entered in the column referred to in note (18) above.

(20) Enter in the column under this heading opposite each factor listed in the first column the amount of expenditure produced by multiplying the amount of funding for that factor (in accordance with note (19) above) by the number of units for that factor (in accordance with note (18) above) or, where the allocation formula does not provide for units of measurement, the amount of expenditure for that factor for the purposes of all primary and secondary schools.

(21) The aggregate of the amounts entered in accordance with note (20) above.

(22) The aggregate of the amounts entered in accordance with notes (14) and (21) above.

(23) Enter below this sub–heading a statement of each factor in the allocation formula under the authority’s scheme in accorance with which amounts of expenditure are allocated to special schools covered by the authority’s scheme by reference to the numbers and kinds of places they provide.

(24) Enter in the column below this heading opposite each factor listed in the first column the total number of places at special schools covered by the scheme to which the factor applies.

(25) Enter in the column below this heading opposite each factor listed in the first column in accordance with note (23) above the amount of expenditure attributed to each place to which the factor applies.

(26) Enter in the left–hand column below this heading opposite each factor listed in the first column the amount of expenditure produced by multiplying–

(a) in the case of factors listed in accordance with note (23) above, the amount of funding for that factor (in accordance with note (25) above) by the number of places for that factor (in accordance with note (24) above), and

(b) in the case of factors listed in accordance with note (28) below, the amount of funding for that factor (in accordance with note (30) below) by the number of pupils for that factor (in accordance with note (29) below).

(27) The aggregate of the numbers entered in accordance with note (24) above and the aggregate of the amount entered in accordance with sub–paragraph (a) of note (26) above.

(28) Enter below this sub–heading in ascending order each relevant age, age group or year group applicable in accordance with the allocation formula under the authority’s scheme to special schools.

(29) Enter in the column below this heading opposite each factor listed in the first column in accordance with note (28) above the total number of registered pupils at special schools covered by the authority’s scheme to whom the factor applies.

(30) Enter in the column below this heading opposite each factor listed in the first column the amount of expenditure attributed to each pupil to whom the factor applies.

(31) The aggregate of the numbers entered in accordance with note (29) above and the aggregate of the amounts entered in accordance with sub–paragraph (b) of note (26) above.

(32) The aggregate of the aggregated amounts referred to in notes (27) and (31) above.

(33) A sub–heading for the matters referred to in notes (34) to (39) below which comprise the factors for allocating that part of the authority’s aggregated budget to be allocated to special schools in accordance with the allocation formula under the authority’s scheme otherwise than by reference to the numbers of places provided, or registered pupils, at such schools.

(34) Enter below this sub–heading a statement of each factor of the kind referred to in note (33) above.

(35) Enter in the column below this heading opposite each factor listed in the first column a description of the unit of measurement, formula or method by which funds are allocated through the factor, or a reference to the provision of the authority’s scheme which describes the method of allocation.

(36) Where the allocation formula so provides, enter in the column below this heading opposite each factor listed in the first column the number of units of measurement in respect of the factor.

(37) Enter in the column under this heading opposite each factor listed in the first column the amount of funding attributable to each unit of measurement entered in the column referred to in note (36) above.

(38) Enter in the column under this heading opposite each factor listed in the first column the amount of expenditure produced by multiplying the amount of funding for that factor (in accordance with note (37) above) by the number of units for that factor (in accordance with note (36) above) or, where the allocation formula does not provide for units of measurement, the amount of expenditure for that factor for the purposes of all special schools covered by the scheme.

(39) The aggregate of the amounts entered in accordance with note (38) above.

(40) The aggregate of the amounts entered in accordance with notes (32) and (39) above.

(41) The aggregate of the amounts entered in accordance with notes (22) and (40) above.