The School Organisation (Establishment and Discontinuance of Schools) (England) Regulations 2007

Status:

This is the original version (as it was originally made). This item of legislation is currently only available in its original format.

Regulation 3

SCHEDULE 1MATTERS TO BE SPECIFIED IN A COMPETITION NOTICE

Part IMainstream schools

1. A statement explaining the reason why the new school is considered necessary and whether it is to replace particular schools.

2. A statement explaining:

(a)the location of the possible site (including details of whether the possible site is a single or split site) including, where appropriate, the postal address or addresses;

(b)the reason for the choice of site;

(c)the area or particular community or communities the school is expected to serve;

(d)the accessibility of the possible site (or, if it is a split site, the accessibility of the accommodation);

(e)the proposed arrangements for transport of pupils to the new school and a statement about other sustainable transport alternatives where pupils are not using transport provided, and how the local education authority will seek to discourage car use in the school area;

(f)the tenure (freehold or leasehold) on which the site will be held, and if the site is to be held on a lease, details of the proposed lease;

(g)the effect of paragraph 28 and paragraph 31 of Schedule 2 to the Act (that the local education authority must transfer their interest in the site, buildings or premises to the school’s trustees, foundation body, or governing body);

(h)where the new school is to be established in substitution for one or more discontinued grammar schools, a statement to that effect and that the school may be designated as a grammar school for the purposes of Chapter 2 of Part 3 of SSFA 1998; and

(i)an indication of the local education authority’s preference for the specialism which the school should have.

3. The date on which the school should open and, where it is proposed that the proposals are to be implemented in stages, information about each stage and the dates on which each stage should be implemented.

4. Information on—

(a)the number of pupil places the school should provide;

(b)the upper and lower age limits of the school;

(c)where it is intended that it should provide sixth form education, the number of pupils for whom it is intended that such education should be provided;

(d)where it is intended that it should make early years provision, the number of pupils for whom it is intended that such education should be provided;

(e)where it is intended that the school should provide for boarding pupils, the number of pupils for whom it is intended such facilities should be provided;

(f)the number of pupils to be admitted to the school in each relevant age group in the first school year in which the proposals will be implemented or, where it is intended that the proposals should be implemented in stages, the number of pupils to be admitted to the proposed school in each stage that the proposals will be implemented;

(g)whether it is proposed that the school should admit pupils of both sexes or boys or girls only and, in the case of a single sex school where it is intended to provide sixth form education, whether both sexes or boys or girls only are to be admitted to the sixth form;

(h)any extended services which the local education authority would like to see provided on the site of the school (whether by the local education authority, governing body or another party);

(i)whether the school should make provision which is recognised by the local education authority as reserved for children with special educational needs, and, if so, the range of special educational needs and the number of pupils for which provision is proposed; and

(j)the estimated capital costs of providing the school (such an estimate to be made in accordance with the guidance provided at pages 17 to 19 of Department for Education and Skills Guidance, “Education Building Projects - Information on Costs and Performance Data - Schools Building and Design Unit”, (reference DfES/0288/2003 (ISBN 1 84185 950 8) issued in April 2003).

5. A statement explaining that proposals should be in line with requirements set out in paragraph 4 above, but that proposals that do not comply with all of the requirements but meet the need for places in the area will be considered.

6. A statement giving—

(a)the address of the local education authority; and

(b)the name of the person to whom proposals should be addressed.

7. A brief statement explaining the procedure to be followed after the date when proposals must be received by the local education authority.

8. A statement that any proposals submitted in response to a competition notice must contain the information specified in Part 1 of Schedule 2 and that the information specified in Part 3 of Schedule 5 to these regulations will be published in accordance with regulation 8.

9. A statement that the local education authority will meet the capital costs of implementing the proposals as specified in paragraph 4 (j) above or, if there is an agreement made under section 106 of the Town and Country Planning Act 1990(1), a statement setting out the buildings to be available, and the obligations to be entered into, on completion.

10. A statement of any resources that the local education authority will make available to secure the provision of the services specified in paragraph 4 (h) above.

11. Where the school will replace existing educational provision for children with special educational needs, a statement setting out how the local education authority believes the proposed new school is likely to lead to improvements in the standard, quality and range of the educational provision for these children.

12. A statement to the effect that the statutory requirement to consult under section 9 (1) has been complied with, a summary of the views expressed and a statement of how full details of the consultation can be obtained.

Part 2Special Schools

13. A statement explaining the reason why the new special school is considered necessary and whether it is to replace particular schools.

14. A statement explaining:

(a)the location of the possible site (including details of whether the possible site is a single or split site) including, where appropriate, the postal address or addresses;

(b)the reason for the choice of site;

(c)the area or particular community or communities the school is expected to serve;

(d)the accessibility of the possible site (or, if it is a split site, the accessibility of the accommodation);

(f)the tenure (freehold or leasehold) on which the site will be held, and if the site is to be held on a lease, details of the proposed lease; and

15. The date on which the school should open and, where it is proposed that the proposals are to be implemented in stages, information about each stage and the dates on which each stage should be implemented.

16. Information on—

(a)the numbers, age range, sex and special educational needs of the pupils (distinguishing boarding and day pupils) for whom provision is proposed;

(b)details of whether it is intended that any extended services which the local education authority would like to see provided should be provided on the possible site of the school (whether by the local education authority, governing body or another party);

(c)the type or types of special educational needs for which the school will make provision; and

(d)the estimated capital costs of providing the school (such an estimate to be made in accordance with the guidance provided at pages 17 to 19 of Department for Education and Skills Guidance, “Education Building Projects - Information on Costs and Performance Data - Schools Building and Design Unit”, (reference DfES/0288/2003) (ISBN 1 84185 950 8) issued in April 2003).

17. A statement explaining that proposals should be in line with requirements set out in paragraph 16 above, but that proposals that do not comply with all of the requirements but meet the need for places in the area will be considered.

18. A statement giving—

(a)the address of the local education authority; and

(b)the name of the person to whom proposals should be addressed.

19. A brief statement explaining the procedure to be followed after the date when proposals must be received by the local education authority.

20. A statement that any proposals submitted in response to a competition notice must contain the information specified in Part 2 of Schedule 2 and that the information specified in Part 4 of Schedule 5 will be published in accordance with regulation 8.

21. A statement that the local education authority will meet the capital costs of implementing the proposals as specified in paragraph 16(d) above or, if there is an agreement made under section 106 of the Town and Country Planning Act 1990, a statement setting out the buildings to be available, and the obligations to be entered into, on completion.

22. A statement of any resources that the local education authority will make available to secure the provision of the services specified at 16 (b) above.

23. Where the school will replace existing educational provision for children with special educational needs, a statement setting out how the local education authority believes the new school is likely to lead to improvements in the standard, quality and/or range of the educational provision for these children.

24. A statement to the effect that the statutory requirement to consult under section 9 (1) has been complied with, a summary of the views expressed and a statement of how full details of the consultation can be obtained.

Regulation 6

SCHEDULE 2MATTERS TO BE SPECIFIED IN SECTION 7 PROPOSALS TO ESTABLISH A NEW SCHOOL

Part 1Mainstream schools

Contact Details

1. The name of the proposer or proposers and a contact address.

2. Whether the proposals are being submitted independently or jointly with another proposer or proposers.

Category

3. The type of school that it is proposed be established (a foundation school and, if so, whether it is to have a foundation, a voluntary school, a community school or an Academy) and, where it is to be a community school, if required by section 8, a statement that the Secretary of State’s consent has been obtained to publication of the proposals.

Pupil numbers and admissions

4. Confirmation that the size, age-range and pupil number of the school will be in line with the specification in the competition notice, or, if this is not the case, the proposed details.

Extended Services

5. Information on the extended services which it is envisaged will be provided on the site of the school.

Ethos/Religious Character

6. A short statement suitable for publication setting out the proposed ethos of the school, including details of any educational philosophy, which it is proposed that the school will adhere to.

7. If the school is to have a religious character, confirmation of the religion or religious denomination in accordance with whose tenets religious education will, or may be required to be provided at the school; and a statement that the proposers intend to ask the Secretary of State to designate the school as a school with such a religious character.

Area or community that school serves

8. The area or particular community or communities that the school is expected to serve if different from that specified in the competition notice.

Admission Arrangements

9. An indication of the proposed admission arrangements and over-subscription criteria for the new school including, where the school is proposed to be a foundation or voluntary school or Academy which is to have a religious character—

(a)the extent to which priority for places is proposed to be given to children of the school’s religion or religious denomination; and

(b)the extent, if any, to which priority is to be given to children of other religions or religious denominations or to children having no religion or religious denomination.

Grammar schools

10. Where the school is to be established in substitution for one or more discontinued grammar schools, a statement to this effect and a statement that the school may be designated as a grammar school for the purpose of Chapter 2 of Part 3 of SSFA 1998.

Schools with a religious character or particular educational philosophy – parental demand

11. Where the school is—

(a)proposed to have a religious character, evidence of the demand in the area for education in accordance with the tenets of the religion;

(b)proposed to adhere to a particular philosophy, evidence of the demand for education in accordance with the philosophy in question that is not already met in other maintained schools or Academies in the area.

Sixth Form Education

12. Where it is proposed that the school will provide sixth form education, how the proposals will—

(a)improve the educational or training achievements;

(b)increase participation in education or training; and

(c)expand the range of educational or training opportunities,

for 16-19 year olds in the area.

Early Years Provision

13. Where the proposals are to include provision for pupils aged between 2 and 5, the following information must be provided—

(a)details of how the early years provision will be organised, including the number of full-time and part-time pupils, the number of places, the number and length of sessions in each week, and the services for disabled children that will be offered;

(b)how the school will integrate the early years provision with childcare services, and how the proposals for the establishment of the school are consistent with the integration of early years provision with childcare;

(c)evidence of parental demand for additional provision of early years provision;

(d)assessment of capacity, quality and sustainability of provision in schools, and in settings outside the maintained school sector who deliver the Early Years Foundation Stage within 3 miles of the school; and

(e)the reasons why schools and establishments other than schools who deliver the Early Years Foundation Stage within 3 miles of the school and who have spare capacity, cannot make provision for any forecast increase in the numbers of such children.

Specialisms

14. Whether the school will have any specialisms on implementation and whether the proposer intends to apply to the Secretary of State for the school to be a specialist school from implementation.

Effects on Standards and Contributions to School Improvement

15. Information and supporting evidence on:

(a)how the school will contribute to enhancing the diversity and quality of education in the area; and

(b)how the school will help to raise the standard of education in the area and contribute to school improvement.

16. Information and supporting evidence on how the proposals will contribute to enabling children and young people to be healthy, stay safe, enjoy and achieve, make a positive contribution to the community and society, and achieve economic well-being.

Community Cohesion

17. The following information relating to the proposals—

(a)how the school will promote and contribute to community cohesion;

(b)how the school will increase inclusion and equality of access for all social groups; and

(c)how the school will collaborate with other schools, and in relation to secondary school proposals, how the school will collaborate with colleges and training providers.

Accommodation

18. A statement as to whether accommodation will be adequate to meet the number of pupil places specified in paragraph 4 of Schedule 1.

Single sex or co-educational school

19. Whether the new school will admit pupils of both sexes or boys only or girls only and, in the case of a single sex school where it is intended to provide sixth form education, whether both sexes or boys or girls only are to be admitted to the sixth form.

20. Where the school is to admit pupils of a single sex:

(a)evidence of local demand for single sex education and how this will be met if the proposals are approved; and

(b)a statement giving details of the likely effect the new school will have on the balance of the provision of single sex education in the area.

Location

21. Confirmation that the school will be established on the site specified in the competition notice or where that is not the case—

(a)the location of the site (including where appropriate the postal address or addresses if the school is to occupy a split site);

(b)whether the school will occupy a single or split site;

(c)the accessibility of the site (or if the school is to occupy a split site the accessibility of the accommodation);

(d)the current ownership and tenure (freehold or leasehold) of the site and the proposed use of any buildings already on the site;

(e)details of the tenure (freehold or leasehold) on which the site of the school will be held, and if the site is to be held on a lease, details of the proposed lease including details of any provisions which could obstruct the governing body or the head teacher in the exercise of any of their functions under any of the Education Acts or place indirect pressures upon funding bodies;

(f)whether the site is currently used for the purposes of another school which will no longer be required for the purposes of that school. If so, provide details as to why the site will no longer be required for the purposes of that school; and

(g)the estimated costs of providing the site and a statement about how the costs will be met.

Implementation of the proposals

22. Confirmation that the proposals will be implemented in line with the timing in the competition notice or, if this is not the case, the date when it is planned that the proposals will be implemented, or where the proposals are to be implemented in stages, information about each stage and the date on which each stage is planned to be implemented.

23. Where the proposals are to establish a voluntary controlled or foundation school, a statement as to whether the proposals are to be implemented by the local education authority or by the proposers, and if the proposals are to be implemented by both—

(a)a statement as to the extent that they are to be implemented by each body, and

(b)a statement as to the extent to which the capital costs of implementation are to be met by each body.

Project Costs

24. Confirmation that the proposers consider that the costs of establishing the new school can be met within the estimate of capital costs of providing the school outlined in the competition notice and, where they cannot be met within that estimate, an explanation of the reasons for the additional costs and how any shortfall will be met.

25. A copy of a confirmation from the Secretary of State or local education authority or the Learning and Skills Council for England (as the case may be) that funds will be made available (including costs to cover any necessary site purchase).

26. Details of how it is proposed to fund the proposer’s share of the capital costs of implementing the proposals (if any).

Travel

27. The proposed arrangements for travel of pupils to the school.

Federation

28. Details of any proposals for the school to be federated with one or more schools (by virtue of section 24 of EA 2002 and section 12).

Curriculum

29. Confirmation that the school will meet the general requirements in relation to curriculum contained in section 78 of EA 2002 and an outline of any provision that will be in addition to the basic curriculum required by section 80 of EA 2002, in particular any 14-19 vocational education.

Voluntary Aided Schools

30. Where the school is to be a voluntary aided school—

(a)details of the trusts on which the site is to be held; and

(b)confirmation that the governing body will be able and willing to carry out their obligations under Schedule 3 to SSFA 1998.

Staff

31. An outline of the proposed senior staffing at the school.

Foundation Schools

32. Where the school is to be a foundation school, confirmation as to whether the school—

(a)will have a foundation established otherwise than under SSFA 1998 and, if so, the identity of that foundation;

(b)will belong to a group of schools for which a foundation body acts under section 21 of SSFA 1998; or

(c)will not fall within paragraph (a) or (b).

33. Where the school is to be a foundation school which has a foundation—

(a)the name of the foundation where known;

(b)the rationale for the foundation and the particular ethos that it will bring to the school;

(c)the details of membership of the foundation, including the names of the members;

(d)the entitlement to appoint charity trustees and the number of trustees to be appointed;

(e)the proposed constitution of the governing body;

(f)details of the foundation’s charitable objects;

(g)where the majority of governors are to be foundation governors, a statement that a parent council will be established in accordance with section 23A of EA 2002(2);

(h)a statement that the requirements set out in the School Organisation (Requirements as to Foundations) (England ) Regulations(3) will be met;

(i)a statement of how the foundation will contribute to the advancement of education at the school and how it is envisaged it will help to raise standards; and

(j)a statement of how the foundation will contribute to the advancement of community cohesion and the impact the foundation will have on the diversity of school provision in the area.

Relevant experience of proposers

34. Evidence of any relevant experience in education held by the proposer, or proposers (other than a local education authority), including details of any involvement in the improvement of standards in education.

Specific educational benefits

35. Details of the specific educational benefits that will flow from the proposals in terms of—

(a)improved access to education and associated services including the curriculum, wider school activities, facilities and equipment with reference to the local education authority’s Accessibility Strategy;

(b)improved access to specialist staff, both education and other professionals, including any external support and/or outreach services;

(c)improved access to suitable accommodation; and

(d)improved supply of suitable places.

Part 2Special Schools

Contact Details

36. The name of the proposer or proposers and a contact address.

37. Whether the proposals are being submitted independently or jointly with another proposer or proposers.

Category

38. The type of school that it is proposed be established (a foundation special school, and, if so, whether it is to have a foundation, a community special school or an Academy) and, where it is to be a community special school, if required by section 8, a statement that the Secretary of State’s consent has been obtained to publication of the proposals.

Extended Services

39. Information on the extended services which it is envisaged will be provided on the site of the school.

Ethos/Religious Ethos

40. A short statement suitable for publication setting out the proposed ethos of the school, including details of any educational philosophy, which it is proposed that the school will adhere to.

41. If the school is to have a religious character, confirmation of the religion or religious denomination in accordance with whose tenets religious education will, or may be required to be provided at the school; and a statement that the proposers intend to ask the Secretary of State to designate the school as a school with such a religious character.

Pupil numbers and special educational needs provision

42. Information as to the numbers, age range, sex and special educational needs provision of the pupils (distinguishing boarding and day pupils) for whom provision is proposed.

Provision for 16-19 year olds

43. Where it is proposed that the school will provide education for 16-19 year olds, how the proposals will—

(a)improve the educational or training achievements;

(b)increase participation in education or training; and

(c)expand the range of educational or training opportunities,

for 16-19 year olds in the area.

Specialisms

44. Whether the proposed school will have any specialisms on implementation and whether the promoter intends to apply to the Secretary of State for the school to be a specialist school from implementation.

Effects on Standards and Contributions to School Improvement

45. Information and supporting evidence on:

(a)how the school will contribute to enhancing the diversity and quality of education in the area; and

(b)how the school will help to raise the standard of education in the area and contribute to school improvement.

46. Information and supporting evidence on how the proposals will contribute to enabling children and young people to be healthy, stay safe, enjoy and achieve, make a positive contribution to the community and society, and achieve economic well-being.

Community Cohesion

47. The following information relating to the proposals—

(a)how the school will promote and contribute to community cohesion;

(b)how the school will increase inclusion and equality of access for all social groups; and

(c)how the school will collaborate with other schools, colleges and training providers.

Details of the proposed school

48. Confirmation that the details of the school (including number of pupils, age range, sex, type of special educational needs, provision for boarding if applicable) will be in line with the specification in the competition notice, or, if this is not the case, the proposed details.

Accommodation

49. A statement as to whether accommodation will be adequate to meet the number of pupil places specified in paragraph 16 of Schedule 1.

Location

50. Confirmation that the school will be established on the site specified in the competion notice or where that is not the case—

(a)the location of the site (including, where appropriate, the postal address or addresses if the school is to occupy a split site);

(b)whether the school will occupy a single or split site;

(c)the accessibility of the site (or if the school is to occupy a split site the accessibility of the accommodation);

(d)the current ownership and tenure (freehold or leasehold) of the site and the proposed use of any buildings already on the site;

(g)the estimated costs of providing the site and a statement about how the costs will be met.

Implementation of the proposals

51. Confirmation that the proposals will be implemented in line with the timing in the competition notice or, if this is not the case, the date when it is planned that the proposals will be implemented, or where the proposals are to be implemented in stages information about each stage and the date on which each stage is planned to be implemented.

52. Where the proposals are to establish a foundation special school, a statement as to whether the proposals are to be implemented by the local education authority or by the proposers, and if the proposals are to be implemented by both,

(a)a statement as to the extent that they are to be implemented by each body, and

(b)a statement as to the extent to which the capital costs of implementation are to be met by each body.

Project Costs

53. Confirmation that the proposers consider that the costs of establishing the new school can be met within the estimate of capital costs of providing the school outlined in the competition notice and where they cannot be met within that estimate, an explanation of the reasons for the additional costs and how any shortfall will be met.

54. A copy of a confirmation from the Secretary of State or local education authority or the Learning and Skills Council for England (as the case may be) that funds will be made available (including costs to cover any necessary site purchase).

55. Details of how it is proposed to fund the proposer’s share of the capital costs of implementing the proposals (if any).

Travel

56. The proposed arrangements for travel of pupils to the school.

Federation

57. Details of any proposals for the school to be federated with one or more schools (by virtue of section 24 of EA 2002 and section 12).

Curriculum

58. Confirmation that the school will meet the general requirements in relation to curriculum contained in section 78 of EA 2002 and an outline of any provision that will be in addition to the basic curriculum required by section 80 of EA 2002, in particular any 14-19 vocational education.

Staff

59. An outline of the proposed senior staffing at the school.

Foundation Special Schools

60. Where the school is to be a foundation special school, confirmation as to whether the school—

(a)will have a foundation established otherwise than under SSFA 1998 and, if so, the identity of that foundation;

(b)will belong to a group of schools for which a foundation body acts under section 21 of SSFA 1998; or

(c)will not fall within sub-paragraph (a) or (b).

61. Where the school is to be a foundation special school which has a foundation—

(a)the name of the foundation where known;

(b)the rationale for the foundation and the particular ethos that it will bring to the school;

(c)the details of membership of the foundation, including the names of the members;

(d)the entitlement to appoint charity trustees and the number of trustees to be appointed;

(e)the proposed constitution of the governing body;

(f)details of the foundation’s charitable objects;

(g)where the majority of governors are to be foundation governors, a statement that a parent council will be established in accordance with section 23A of EA 2002;

(h)a statement that the requirements set out in the School Organisation (Requirements as to Foundations) (England ) Regulations will be met;

(i)a statement of how the foundation will contribute to the advancement of education at the school and how it is envisaged it will help to raise standards; and

(j)a statement of how the foundation will contribute to the advancement of community cohesion and the impact the foundation will have on the diversity of school provision in the area.

Relevant experience of proposers

62. Evidence of any relevant experience in education held by the proposer, or proposers (other than a local authority), including details of any involvement in the improvement of standards in education.

Specific educational benefits

63. Details of the specific educational benefits that will flow from the proposals in terms of—

(b)improved access to specialist staff, both education and other professionals, including any external support and/or outreach services;

(c)improved access to suitable accommodation; and

(d)improved supply of suitable places.

Regulations 11 and 12

SCHEDULE 3MATTERS TO BE SPECIFIED IN SECTION 10 AND SECTION 11 PROPOSALS TO ESTABLISH A NEW SCHOOL

Part 1Mainstream schools

Contact Details

1. The name of the proposer or proposers and a contact address.

2. Whether the proposals are being submitted independently or jointly with another proposer or proposers.

Category

3. The type of school that it is proposed be established (a foundation school and, if so, whether it is to have a foundation, a voluntary school or a community school) and, if required by section 10, a statement that the Secretary of State’s consent has been obtained to publication of the proposals.

Consultation

4. A statement to the effect that all applicable statutory requirements to consult in relation to the proposals have been complied with.

5. Evidence of the consultation before the proposals were published including—

(a)a list of persons and/or parties who were consulted;

(b)minutes of all public consultation meetings;

(c)the views of the persons consulted; and

(d)copies of all consultation documents and a statement of how these were made available.

Objectives

6. The objectives of the proposal.

Extended Services

7. Information on the extended services which it is envisaged will be provided on the site of the school.

Pupil numbers and admissions

8. Information on—

(a)the number of pupil places the school should provide;

(b)the upper and lower age limits of the school;

(c)where it is intended that it should provide sixth form education, the number of pupils for whom it is intended that such education should be provided;

(d)where it is intended that it should provide nursery education, the number of pupils for whom it is intended that such education should be provided;

(e)where it is intended that the school should provide for boarding pupils, the number of pupils for whom it is intended such facilities should be provided;

Ethos/Religious Character

9. A short statement suitable for publication setting out the proposed ethos of the school, including details of any educational philosophy, which it is proposed that the school will adhere to.

10. If the school is to have a religious character, confirmation of the religion or religious denomination in accordance with whose tenets religious education will, or may be required to be provided at the school; and a statement that the proposers intend to ask the Secretary of State to designate the school as a school with such a religious character.

Area or community that school serves

11. The area or particular community or communities which the new school is expected to serve.

Admission Arrangements

12. An indication of the proposed admission arrangements and over-subscription criteria for the new school including, where the school is proposed to be a foundation or voluntary school or Academy which is to have a religious character—

(a)the extent to which priority for places is proposed to be given to children of the school’s religion or religious denomination; and

(b)the extent, if any, to which priority is to be given to children of other religions or religious denominations or to children having no religion or religious denomination.

Grammar schools

13. Where the school is to be established in substitution for one or more discontinued grammar schools, a statement to this effect and a statement that the school may be designated as a grammar school for the purpose of Chapter 2 of Part 3 of SSFA 1998.

Schools with a religious character or particular educational philosophy – parental demand

14. Where the school is—

(a)proposed to have a religious character, evidence of the demand in the area for education in accordance with the tenets of the religion; or

Sixth Form Education

15. Where it is proposed that the school will provide sixth form education, how the proposals will—

(a)improve the educational or training achievements;

(b)increase participation in education or training; and

(c)expand the range of educational or training opportunities,

for 16-19 year olds in the area.

Early Years Provision

16. Where the proposals are to include provision for pupils aged between 2 and 5, the following information must be provided—

(c)evidence of parental demand for additional provision of early years provision;

(d)assessment of capacity, quality and sustainability of provision in schools, and in settings outside of the maintained school sector who deliver the Early Years Foundation Stage within 3 miles of the school; and

(e)the reasons why schools and settings outside the maintained school sector who deliver the Early Years Foundation Stage within 3 miles of the school and who have spare capacity, cannot make provision for any forecast increase in the numbers of such children.

Specialisms

17. Whether the school will have any specialisms on implementation and whether the promoter intends to apply to the Secretary of State for the school to be a specialist school from implementation.

Effects on Standards and Contributions to School Improvement

18. Information and supporting evidence on:

(a)how the school will contribute to enhancing the diversity and quality of education in the area; and

(b)how the school will help to raise the standard of education in the area and contribute to school improvement.

19. Information and supporting evidence on how the proposals will contribute to enabling children and young people to be healthy, stay safe, enjoy and achieve, make a positive contribution to the community and society, and achieve economic well-being.

Community Cohesion

20. The following information relating to the proposals—

(a)how the school will promote and contribute to community cohesion;

(b)how the school will increase inclusion and equality of access for all social groups; and

(c)how the school will collaborate with other schools, and in relation to secondary school proposals how the new school will collaborate with colleges and training providers.

Single sex or co-educational school

21. Where the school is to admit pupils of a single sex—

(a)evidence of local demand for single sex education and how this will be met if the proposals are approved; and

(b)A statement giving details of the likely effect the alteration will have on the balance of provision of single sex education in the area.

Location

22. A statement about—

(a)the location of the site (including, where appropriate, the postal address or addresses if the school is to occupy a split site);

(b)whether the school will occupy a single or split site;

(c)the accessibility of the site (or if the school is to occupy a split site the accessibility of the accommodation);

(d)the current ownership and tenure (freehold or leasehold) of the site and the proposed use of any buildings already on the site;

(g)the estimated costs of providing the site and a statement about how the costs will be met.

Implementation

23. The date when it is planned that the proposals will be implemented, or where the proposals are to be implemented in stages, information about each stage and the date on which each stage is planned to be implemented.

24. Where the proposals are to establish a voluntary controlled or foundation school, a statement as to whether the proposals are to be implemented by the local education authority or by the proposers, and if the proposals are to be implemented by both,

(a)a statement as to the extent that they are to be implemented by each body, and

(b)a statement as to the extent to which the capital costs of implementation are to be met by each body.

Project Costs

25. A statement of the estimated capital cost of the proposals and the extent to which the costs are to be met by the proposers and/or the local education authority.

26. A copy of a confirmation from the Secretary of State or local education authority or the Learning and Skills Council for England (as the case may be) that funds will be made available (including costs to cover any necessary site purchase).

27. Details of how it is proposed to fund the proposer’s share of the capital costs of implementing the proposals (if any).

Travel

28. The proposed arrangements for travel of pupils to the school.

Federation

29. Details of any proposals for the school to be federated with one or more schools (by virtue of section 24 of EA 2002 and section 12).

Curriculum

30. Confirmation that the school will meet the general requirements in relation to curriculum contained in section 78 of EA 2002 and an outline of any provision that will be in addition to the basic curriculum required by section 80 of EA 2002, in particular any 14-19 vocational education.

Voluntary aided schools

31. In addition, where the school is to be a voluntary aided school—

(a)details of the trusts on which the site is to be held; and

(b)confirmation that governing body will be able and willing to carry out their obligations under Schedule 3 to SSFA 1998.

Staff

32. An outline of the proposed senior staffing at the new school.

Foundation Schools

33. Where the school is to be a foundation school, confirmation as to whether the new school—

(a)will have a foundation established otherwise than under SSFA 1998 and, if so, the identity of that foundation;

(b)will belong to a group of schools for which a foundation body acts under section 21 of SSFA 1998; or

(c)will not fall within sub-paragraph (a) or (b).

34. Where the school is to be a foundation school which has a foundation—

(a)the name of the foundation where known;

(b)the rationale for the foundation and the particular ethos that it will bring to the school;

(c)the details of membership of the foundation, including the names of the members;

(d)the entitlement to appoint charity trustees and the number of trustees to be appointed;

(e)the proposed constitution of the governing body;

(f)details of the foundation’s charitable objects;

(g)where the majority of governors are to be foundation governors, a statement that a parent council will be established in accordance with section 23A of EA 2002;

(h)a statement that the requirements set out in the School Organisation (Requirements as to Foundations) (England ) Regulations will be met;

(i)a statement of how the foundation will contribute to the advancement of education at the school and how it is envisaged it will help to raise standards; and

(j)a statement of how the foundation will contribute to the advancement of community cohesion and the impact the foundation will have on the diversity of school provision in the area.

Special educational benefits

35. Information as to whether the school will have provision that is recognised by the local education authority as reserved for children with special educational needs and, if so, the nature of such provision and the proposed number of pupils for whom such provision is to be made.

36. Details of the proposed policy of the school relating to the education of pupils with special educational needs.

37. Where the school will replace existing educational provision for children with special educational needs

(a)a statement on how the proposer believes the proposal is likely to lead to improvements in the standard, quality and/or range of educational provision for these children;

(b)Details of the specific educational benefits that will flow from the proposals in terms of—

(i)improved access to education and associated services including the curriculum, wider school activities, facilities and equipment with reference to the local education authority’s Accessibility Strategy;

(ii)improved access to specialist staff, both education and other professionals, including any external support and/or outreach services;

(iii)improved access to suitable accommodation; and

(iv)improved supply of suitable places.

Relevant experience of proposers

38. Evidence of any relevant experience in education held by the proposer, or proposers (other than a local authority) including details of any involvement in the improvement of standards in education.

Planning permission

39. Where the establishment of the new school involves development for the purpose of the Town and Country Planning Act 1990, a statement as to whether planning permission has been obtained and, if it has not been obtained, details of when it is anticipated that it will be obtained

Independent schools entering the maintained sector

40. A statement that the requirements of section 11 (3) are met

41. A statement as to whether the premises will meet the requirements of the Education (School Premises) Regulations 1999 and, if not,

(a)details of how the premises are deficient; and

(b)details of how it is intended to remedy the deficiency.

Part 2Special Schools

Contact Details

42. The name of the proposer or proposers and a contact address.

43. Whether the proposals are being submitted independently or jointly with another proposer or proposers.

Category

44. The type of school that it is proposed is established (a foundation special school and, if so, whether it is to have a foundation, or a community special school) and, if required by section 10, a statement that the Secretary of State’s consent has been obtained to the publication of the proposals.

Consultation

45. A statement to the effect that all applicable statutory requirements to consult in relation to the proposals were complied with.

46. Evidence of the consultation before the proposals were published including—

(a)a list of persons and/or parties who were consulted;

(b)minutes of all public consultation meetings;

(c)the views of the persons consulted; and

(d)copies of all consultation documents and a statement of how these were made available.

Objectives

47. The objectives of the proposal.

Extended Services

48. Information on the extended services which it is envisaged will be provided on the site of the school.

Ethos/Religious Ethos

49. A short statement suitable for publication setting out the proposed ethos of the school, including details of any educational philosophy, which it is proposed that the school will adhere to.

50. If the school is to have a religious character, confirmation of the religion or religious denomination in accordance with whose tenets religious education will, or may be required to be provided at the school; and a statement that the proposers intend to ask the Secretary of State to designate the school as a school with such a religious character

Pupil numbers and special educational needs provision

51. Information as to the numbers, age range, sex and special educational needs provision of the pupils (distinguishing boarding and day pupils) for whom provision is proposed.

Area or community that school serves

52. The area or particular community or communities the school is expected to serve.

Provision for 16-19 year olds

53. Where it is proposed that the school will provide education for 16-19 year olds, how the proposals will—

(a)improve the educational or training achievements;

(b)increase participation in education or training; and

(c)expand the range of educational or training opportunities,

for 16-19 year olds in the area.

Specialisms

54. Whether the school will have any specialisms on implementation and whether the promoter intends to apply to the Secretary of State for the new school to be a specialist school from implementation.

Effects on Standards and Contributions to School Improvement

55. Information and supporting evidence on:

(a)how the school will contribute to enhancing the diversity and quality of education in the area; and

(b)how the school would help to raise the standard of education in the area and contribute to school improvement.

56. Information and supporting evidence on how the proposals will contribute to enabling children and young people to be healthy, stay safe, make a positive contribution to the community and society and achieve economic well-being.

Community Cohesion

57. The following information relating to the proposals—

(a)how the school will promote and contribute to community cohesion;

(b)how the school will increase inclusion and equality of access for all social groups; and

(c)how the school will collaborate with other schools, colleges and training providers.

Location

58. Information on the following—

(a)the location of the site (including, where appropriate, the postal address or addresses if the school is to occupy a split site);

(b)whether the school will occupy a single or split site;

(c)the accessibility of the site (or if the school is to occupy a split site the accessibility of the accommodation);

(d)the current ownership and tenure (freehold or leasehold) of the site and the proposed use of any buildings already on the site;

(g)the estimated costs of providing the site and a statement about how the costs will be met.

Implementation

59. The date when it is planned that the proposals will be implemented, or where the proposals are to be implemented in stages, information about each stage and the date on which each stage is planned to be implemented.

60. Where the proposals are to establish a foundation special school a statement as to whether the proposals are to be implemented by the local education authority or by the proposers, and if the proposals are to be implemented by both,

(a)a statement as to the extent that they are to be implemented by each body, and

(b)a statement as to the extent to which the capital costs of implementation are to be met by each body.

Project Costs

61. A statement of the estimated capital cost of the proposals and the extent to which the costs are to be met by the proposers and/or the local education authority.

62. A copy of a confirmation from the Secretary of State or local education authority or the Learning and Skills Council for England (as the case may be) that funds will be made available (including costs to cover any necessary site purchase).

63. Details of how it is proposed to fund the proposer’s share of the capital costs of implementing the proposals (if any).

Travel

64. The proposed arrangements for travel of pupils to the school.

Federation

65. Details of any proposals for the school to be federated with one or more schools (by virtue of sections 24 of EA 2002 and section 12).

Curriculum

66. Confirmation that the school will meet the general requirements in relation to curriculum contained in section 78 of EA 2002 and an outline of any provision that will be in addition to the basic curriculum required by section 80 of EA 2002, in particular any 14-19 vocational education.

Staff

67. An outline of the proposed senior staffing at the school.

Foundation Schools

68. Where the school is to be a foundation special school, confirmation as to whether the school—

(a)will have a foundation established otherwise than under SSFA 1998 and, if so, the identity of that foundation;

(b)will belong to a group of schools for which a foundation body acts under section 21 of SSFA 1998; or

(c)will not fall within sub-paragraph (i) or (ii).

69. Where the school is to be a foundation special school which has a foundation—

(a)details of any trusts on which the site is to be held;

(b)the name of the foundation where known;

(c)the rationale for the foundation and the particular ethos that it will bring to the school;

(d)the details of membership of the foundation, including the names of the members;

(e)the entitlement to appoint charity trustees and the number of trustees to be appointed;

(f)the proposed constitution of the governing body;

(g)details of the foundation’s charitable objects;

(h)where the majority of governors are to be foundation governors, a statement that a parent council will be established in accordance with section 23A of EA 2002;

(i)a statement that the requirements set out in the School Organisation (Requirements as to Foundations) (England ) Regulations will be met;

(j)a statement of how the foundation will contribute to the advancement of education at the school and how it is envisaged it will help to raise standards; and

(k)a statement of how the foundation will contribute to the advancement of community cohesion and the impact the foundation will have on the diversity of school provision in the area.

Relevant experience of proposers

70. Evidence of any relevant experience in education held by the proposer or proposers (other than a local authority), including details of any involvement in the improvement of standards in education.

Planning permission

71. Where the establishment of the new school involves development for the purpose of the Town and Country Planning Act 1990, a statement as to whether planning permission has been obtained and, if it has not been obtained, details of when it is anticipated that it will be obtained.

Specific educational benefits

72. Details of the specific educational benefits that will flow from the proposals in terms of—

(b)improved access to specialist staff, both education and other professionals, including any external support and/or outreach services;

(c)improved access to suitable accommodation; and

(d)improved supply of suitable places.

Independent schools entering the maintained sector

73. A statement that the requirements of section 11 (3) are met

74. A statement as to whether the premises will meet the requirements of the Education (School Premises) Regulations 1999 and, if not,

(a)details of how the premises are deficient; and

(b)details of how it is intended to remedy the deficiency.

Regulation 14

SCHEDULE 4MATTERS TO BE SPECIFIED IN SECTION 15 PROPOSALS TO DISCONTINUE A SCHOOL

Contact details

1. The name of the local education authority or governing body publishing the proposals, and a contact address, and the name of the school it is proposed that should be discontinued.

Implementation

2. The date when it is planned that the proposals will be implemented, or where the proposals are to be implemented in stages, information about each stage and the date on which each stage is planned to be implemented.

Consultation

3. A statement to the effect that all applicable statutory requirements to consult in relation to the proposals were complied with.

4. Evidence of the consultation before the proposals were published including—

(a)a list of persons and/or parties who were consulted;

(b)minutes of all public consultation meetings;

(c)the views of the persons consulted; and

(d)copies of all consultation documents and a statement of how these were made available.

Objectives

5. The objectives of the proposal.

Standards and Diversity

6. A statement and supporting evidence indicating how the proposals will impact on the standards, diversity and quality of education in the area.

Provision for 16 -19 year olds

7. Where the school proposed to be discontinued provides sixth form education, how the proposals will impact on—

(a)the educational or training achievements;

(b)participation in education or training; and

(c)the range of educational or training opportunities,

for 16-19 year olds in the area.

Need for places

8. A statement and supporting evidence about the need for places in the area including whether there is sufficient capacity to accommodate displaced pupils.

9. Where the school has a religious character, a statement about the impact of the proposed closure on the balance of denominational provision in the area and the impact on parental choice.

Current School Information

10. Information as to the numbers, age range, sex and special educational needs of pupils (distinguishing between boarding and day pupils) for whom provision is made at the school.

Displaced Pupils

11. Details of the schools or further education colleges which pupils at the school for whom provision is to be discontinued will be offered places, including—

(a)any interim arrangements;

(b)where the school included provision that is recognised by the local education authority as reserved for children with special educational needs, the alternative provision to be made for pupils in the school’s reserved provision; and

(c)in the case of special schools, alternative provision made by local education authorities other than the authority which maintains the school.

12. Details of any other measures proposed to be taken to increase the number of school or further education college places available in consequence of the proposed discontinuance.

Impact on the Community

13. A statement and supporting evidence about the impact on the community and any measures proposed to mitigate any adverse impact.

14. Details of extended services the school offered and what it is proposed for these services once the school has discontinued.

Travel

15. Details of length and journeys to alternative provision.

16. The proposed arrangements for travel of displaced pupils to other schools including how they will help to work against increased car use.

Related Proposals.

17. A statement as to whether in the opinion of the local education authority or governing body, the proposals are related to any other proposals which may have been, are, or are about to be published.

Rural Primary Schools

18. Where proposals relate to a rural primary school designated as such by an order made for the purposes of section 15, a statement that the local education authority or the governing body (as the case may be) considered—

(a)the likely effect of discontinuance of the school on the local community;

(b)the availability, and likely cost to the local education authority, of transport to other schools;

(c)any increase in the use of motor vehicles which is likely to result from the discontinuance of the school, and the likely effects of any such increase; and

(d)any alternatives to the discontinuance of the school,

as required by section 15(4).

Maintained nursery schools

19. Where proposals relate to the discontinuance of a maintained nursery school, a statement setting out—

(a)the consideration that has been given to developing the school into a children’s centre and the grounds for not doing so;

(b)the body’s assessment of the quality and quantity of the alternative provision compared to the school proposed to be discontinued and the proposed arrangements to ensure the expertise and specialism continues to be available; and

(c)the accessibility and convenience of replacement provision for local parents.

Special educational provision

20. Where existing provision for pupils with special educational needs is being discontinued, a statement as to how the local education authority or the governing body believes the proposal is likely to lead to improvements in the standard, quality and/or range of the educational provision for these children.

Regulations 5, 8, 13 and 15

SCHEDULE 5INFORMATION TO BE PUBLISHED

Part 1Details to be published from competition notice to establish a mainstream school

1. A statement explaining—

(a)the location of the possible site (including details of whether the possible site is a single or split site), including where appropriate the postal address or addresses;

(b)the area or particular community or communities the school is expected to serve; and

(c)the effect of paragraph 28 and paragraph 31 of Schedule 2 to the Act (that the local education authority must transfer their interest in the site, buildings or premises to the school’s trustees, foundation body, or governing body).

2. The date on which the school should open and where it is proposed that the proposals are to be implemented in stages, information about each stage and the dates on which each stage should be implemented.

3. Information on—

(a)the number of pupil places the school should provide;

(b)the upper and lower age limits of the school;

(c)where it is intended that it should provide sixth form education, the number of pupils for whom it is intended that such education should be provided;

(d)where it is intended that it should make early years provision, the number of pupils for whom it is intended that such education should be provided;

(e)where it is intended that the school should provide for boarding pupils, the number of pupils for whom it is intended such facilities should be provided;

(h)any extended services which the local education authority would like to see provided on the proposed site of the school (whether by the local education authority, governing body or another party); and

(i)whether the new school should make provision which is recognised by the local education authority as reserved for children with special educational needs, and, if so, the range of special needs and the number of pupils for which provision is proposed.

4. A statement giving—

(a)the address of the local education authority; and

(b)the name of the person to whom proposals should be addressed.

5. The date by which proposals must be submitted, being not less than 4 months from the date of publication of the competition notice.

Part 2Details to be published from competition notice to establish a special school

6. A statement explaining the reason why the new special school is considered necessary and whether it is to replace particular schools.

7. A statement explaining—

(a)the location of the possible site (including details of whether the possible site is a single or split site), including where appropriate the postal address or addresses;

(b)the area or particular community or communities the school is expected to serve; and

8. The date on which the school should open and, where it is proposed that the proposals are to be implemented in stages, information about each stage and the dates on which each stage should be implemented.

9. Information on—

(a)the numbers, age range, sex and special educational needs of the pupils (distinguishing boarding and day pupils) for whom provision is proposed;

(b)details of whether it is intended that any extended services which the local education authority would like to see provided should be provided on the proposed site of the school (whether by the local education authority, governing body or another party); and

(c)the type or types of special educational needs for which the school will make provision.

10. A statement giving—

(a)the address of the local education authority; and

(b)the name of the person to whom proposals should be addressed.

11. The date by which proposals must be submitted, being not less than 4 months from the date of publication of the competition notice.

Part 3Details to be published from section 7 proposals to establish a new mainstream school

Contact details

12. The name of the proposer or proposers and a contact address.

13. Whether the proposals are being submitted independently or jointly with another proposer or proposers.

Category

14. The type of school that it is proposed be established (a foundation school and, if so, whether it is to have a foundation, a voluntary school, a community school or an Academy) and, where it is to be a community school, if required by section 8, a statement that the Secretary of State’s consent has been obtained to publication of the proposals.

Extended Services

15. Information on the extended services which it is envisaged will be provided on the site of the new school.

Ethos/Religious Character

16. A short statement suitable for publication setting out the proposed ethos of the school, including details of any educational philosophy, which it is proposed that the school will adhere to.

17. If the school is to have a religious character, confirmation of the religion or religious denomination in accordance with whose tenets religious education will, or may be required to be provided at the school; and a statement that the proposers intend to ask the Secretary of State to designate the school as a school with such a religious character.

Admission Arrangements

18. An indication of the proposed admission arrangements and over-subscription criteria for the new school including, where the school is proposed to be a foundation or voluntary school or Academy which is to have a religious character—

(a)the extent to which priority for places is proposed to be given to children of the school’s religion or religious denomination; and

(b)the extent if any to which priority is to be given to children of other religions or religious denominations or to children having no religion or religious denomination.

Schools with a religious character or particular educational philosophy – parental demand

19. Where the school is—

(a)proposed to have a religious character, evidence of the demand in the area for education in accordance with the tenets of the religion; or

Specialisms

20. Whether the school will have any specialisms on implementation and whether the proposer intends to apply to the Secretary of State for the new school to be a specialist school from implementation.

Foundation Schools

21. Where the school is to be a foundation school with a foundation—

(a)the name of the foundation where known;

(b)a summary of the rationale for the foundation and the particular ethos that it will bring to the school; and

(c)the details of membership of the foundation, including the names of the members.

Part 4Details to be published from section 7 proposals to establish a new special school

Contact Details

22. The name of the proposer or proposers and a contact address.

23. Whether the proposals are being submitted independently or jointly with another proposer or proposers.

Category

24. The type of school that it is proposed be established (a foundation special school, and, if so, whether it is to have a foundation, a community special school or an Academy) and, where it is to be a community special school, if required by section 8, a statement that the Secretary of State’s consent has been obtained.

Extended Services

25. Information on the extended services which it is envisaged will be provided on the site of the school.

Ethos/Religious Ethos

26. A short statement suitable for publication setting out the proposed ethos of the school, including details of any educational philosophy, which it is proposed that the school will adhere to.

27. If the school is to have a religious character, confirmation of the religion or religious denomination in accordance with whose tenets religious education will, or may be required to be provided at the school; and a statement that the proposers intend to ask the Secretary of State to designate the school as a school with such a religious character.

Pupil numbers and special educational needs provision

28. Information as to the numbers, age range, and sex of, and special educational provision for, the pupils (distinguishing boarding and day pupils) for whom provision is proposed.

Foundation Special Schools

29. Where the school is to be a foundation special school with a foundation—

(a)the name of the foundation where known;

(b)a summary of the rationale for the foundation and the particular ethos that it will bring to the school; and

(c)the details of membership of the foundation, including the names of the members.

Part 5Details to be published from section 10 and 11 proposals to establish a new mainstream school

Contact Details

30. The name of the proposer or proposers and a contact address.

31. Whether the proposals are being submitted independently or jointly with another proposer or proposers.

Category

32. The type of school that it is proposed is established (a foundation school and, if so, whether it is to have a foundation, a voluntary school or a community school) and, if required by section 10, a statement that the Secretary of State’s consent has been obtained to the publication of the proposals.

Extended Services

33. Information on the extended services which it is envisaged will be provided on the site of the school.

Pupil numbers and admissions

34. Information on—

(a)the number of pupil places the school should provide;

(b)the upper and lower age limits of the school;

(c)where it is intended that it should provide sixth form education, the number of pupils for whom it is intended that such education should be provided;

(d)where it is intended that it should provide nursery education, the number of pupils for whom it is intended that such education should be provided;

(e)where it is intended that the school should provide for boarding pupils, the number of pupils for whom it is intended such facilities should be provided;

Ethos/Religious Character

35. A short statement suitable for publication setting out the proposed ethos of the school, including details of any educational philosophy, which it is proposed that the school will adhere to.

36. If the school is to have a religious character, confirmation of the religion or religious denomination in accordance with whose tenets religious education will, or may be required to be provided at the school; and a statement that the proposers intend to ask the Secretary of State to designate the school as a school with such a religious character.

Area or community that school serves

37. The area or particular community or communities the school is expected to serve.

Admission Arrangements

38. An indication of the proposed admission arrangements and over-subscription criteria for the new school including, where the school is proposed to be a foundation or voluntary school or Academy which is to have a religious character—

(a)the extent to which priority for places is proposed to be given to children of the school’s religion or religious denomination; and

(b)the extent if any to which priority is to be given to children of other religions or religious denominations or to children having no religion or religious denomination.

Specialisms

39. Whether the school will have any specialisms on implementation and whether the promoter intends to apply to the Secretary of State for the new school to be a specialist school from implementation.

Location

40. A statement about—

(a)the location of the site (including where appropriate the postal address or addresses if the school is to occupy a split site); and

(b)whether the school will occupy a single or split site.

Implementation

41. The date when it is planned that the proposals will be implemented, or where the proposals are to be implemented in stages, information about each stage and the date on which each stage is planned to be implemented.

Travel

42. The proposed arrangements for travel of pupils to the school.

Federation

43. Details of any proposals for the school to be federated with one or more schools (by virtue of sections 24 of EA 2002 and section 12).

Foundation Schools

44. Where the school is to be a foundation school with a foundation—

(a)the name of the foundation where known;

(b)a summary of the rationale for the foundation and the particular ethos that it will bring to the school; and

(c)the details of membership of the foundation, including the names of the members.

Special educational provision

45. Information as to whether the school will have provision that is recognised by the local education authority as reserved for children with special educational needs and, if so, the nature of such provision and the proposed number of pupils for whom such provision is to be made.

Part 6Details to be published from section 10 and 11 proposals to establish a new special school

Contact Details

46. The name of the proposer or proposers and a contact address.

47. Whether the proposals are being submitted independently or jointly with another proposer or proposers.

Category

48. The type of school that it is proposed be established (a foundation special school and, if so, whether it is to have a foundation, or a community special school) and, if required by section 10, a statement that the Secretary of State’s consent has been obtained to the publication of the proposals.

Extended Services

49. Information on the extended services which it is envisaged will be provided on the site of the school.

Ethos/Religious Ethos

50. A short statement suitable for publication setting out the proposed ethos of the school, including details of any educational philosophy, which it is proposed that the school will adhere to.

51. If the school is to have a religious character, confirmation of the religion or religious denomination in accordance with whose tenets religious education will, or may be required to be provided at the school; and a statement that the proposers intend to ask the Secretary of State to designate the school as a school with such a religious character.

Pupil numbers and special educational needs provision

52. Information as to the numbers, age range, and sex of, and special educational provision for, the pupils (distinguishing boarding and day pupils) for whom provision is proposed.

Area or community that school serves

53. The area or particular community or communities the school is expected to serve.

Foundation Special Schools

54. Where the new school is to be a foundation special school with a foundation—

(a)the name of the foundation where known;

(b)a summary of the rationale for the foundation and the particular ethos that it will bring to the school; and

(c)the details of membership of the foundation, including the names of the members.

Relevant experience of proposers

55. Evidence of any relevant experience in education held by the proposer or proposers (other than a local authority) including details of any involvement in the improvement of standards in education.

Part 7Details to be published from section 15 proposals to discontinue a school

Contact details

56. The name of the local education authority or governing body publishing the proposals, and a contact address, and the name of the school it is proposed that should be discontinued.

Implementation

57. The date when it is planned that the proposals will be implemented, or, where the proposals are to be implemented in stages, information about each stage and the date on which each stage is planned to be implemented.

Consultation

58. A statement to the effect that all applicable statutory requirements to consult in relation to the proposals were complied with.

Displaced Pupils

59. Details of the schools or further education colleges which pupils at the school for whom provision is to be discontinued will be offered places, including—

(a)any interim arrangements;

(c)in the case of special schools, alternative provision made by local education authorities other than the authority which maintains the school.

60. Details of any other measures proposed to be taken to increase the number of school or further education college places available in consequence of the proposed discontinuance.

Travel

61. The proposed arrangements for travel of displaced pupils to other schools including how they will help to work against increased car use.

Related Proposals.

62. A statement as to whether in the opinion of the local education authority or governing body, the proposals are related to any other proposals which may have been, are, or are about to be published.

Special educational provision

63. Where existing provision for pupils with special educational needs is being discontinued, a statement as to how the local education authority or the governing body believes the proposal is likely to lead to improvements in the standard, quality and/or range of the educational provision for these children.

Regulation 26

SCHEDULE 6PROVISIONS OF SCHEDULE 2 TO THE ACT APPLYING TO PROPOSALS PUBLISHED UNDER PARAGRAPH 21 (4) OF SCHEDULE 2 TO THE ACT

The provisions of Schedule 2 to the Act specified in the left hand column of the table have effect in relation to proposals published under paragraph 21 (4) of Schedule 2 and, where modifications are specified in the right hand column of the table, with those modifications.

Provision	Modification
Paragraph 1	That paragraph has effect as if in sub-paragraph (1) for the words “published under section 7,10,11 or 15” there were substituted the words “published under paragraph 21(4) of this Schedule”
Paragraph 2	That paragraph has effect as if after paragraph 2 (b) the following were inserted— “(c)in the case of proposals published under paragraph 21 (4)— (i)in the case of original proposals under section 7, the local education authority who published the notice under that section, and (ii)in the case of original proposals under section 10, 11 or 15, the local education authority who maintain the school (or in the case of a new school) who it is proposed should maintain the school.”
Paragraph 5	That paragraph has effect as if the words “Any person may object to or comment on proposals published under paragraph 21 (4), and such objections and comments must be sent to the relevant authority within 6 weeks of the date of publication of such proposals.” were substituted.
Paragraph 13	That paragraph has effect as if the following were substituted— “(1) Where the relevant authority determine proposals published under paragraph 21 (4), any determination must be made within 2 months of the end of the period for making objections and comments as prescribed in paragraph 5. (2) If the authority does not make a determination within the time specified in sub-paragraph (1), they must refer the proposals to the adjudicator within 1 week from the end of that period.”
Paragraph 14	That paragraph has effect as if the following were substituted— “(1) The relevant authority must if so requested within 4 weeks of the date of notification of the determination pursuant to regulations made under paragraph 20, by any relevant person refer to the adjudicator within 1 week of the date on which they received notice of a request for a referral, any proposals under paragraph 21(4) which the relevant authority have determined under paragraph 21(3), together with any reasons given by the authority for their determination. (2) The following are relevant persons for the purposes of sub-paragraph (1)— (a)the Diocesan Board of Education for any diocese of the Church of England any part of which is comprised in the area of the relevant authority; (b)the bishop of any diocese of the Roman Catholic Church any part of which is comprised in the area of the relevant authority; (c)in the case of original proposals made under section 10 or 11 by a person other than the relevant authority and rejected by the authority under paragraph 8(4)(a), the proposers; (d)in the case of original proposals published under section 15 , the governing body or trustees of any foundation, voluntary or foundation special school which is the subject of the proposals; (e)where the proposals relate to a school or proposed school providing education for persons aged 14 years or over, the Learning and Skills Council for England.”

Regulation 29

SCHEDULE 7MODIFICATION OF SECTIONS 7, 10 AND 11, AND SCHEDULE 2 TO THE ACT, WHERE SCHOOLS ESTABLISHED OUTSIDE AREA OF RELEVANT LOCAL EDUCATION AUTHORITY

Part 1Proposals published under section 7 where school is to be established in area other than that of local education authority that published the notice

1. In relation to proposals published under section 7 which relate to a school which is proposed to be situated in an area other than that of the local education authority who published the notice under section 7, section 7 and Schedule 2 to the Act have effect with the following modifications.

2. After section 7 (4) insert—

“(4A) A local education authority—

(a)in cases where the notice published by the local education authority pursuant to section 7 (1) specifies that the proposed school is to be situated in an area other than their own (“notice specific cases”), the local education authority (“Local Education Authority A”) must send complete copies of all published proposals that have not been withdrawn to the local education authority for the area in which it is proposed that the school will be situated (“Local Education Authority B”); and

(b)in cases where the notice published by the local education authority pursuant to section 7 (1) does not so specify that the proposed school is to be situated in an area other than their own, but a proposer includes this in his proposals (“non-notice specific cases”), the local education authority (“Local Education Authority A”) must send a copy of the proposals published by that proposer to the local education authority for the area in which it is proposed that the school will be situated (“ Local Education Authority B”).”

3. For paragraph 8 (3) of Schedule 2 to the Act substitute the following—

“(3) Local Education Authority A may, after seeking and, unless Local Education Authority B have failed to reach a decision on what recommendation to give, obtaining the recommendation of Local Authority B—

(a)reject all the proposals;

(b)approve any of the proposals without modification; or

(c)approve any of the proposals with such modifications as the authority think desirable after consulting the body who published the proposals.”

4. After paragraph 8 (3) of Schedule 2 to the Act insert—

“(3A) Local Education Authority A—

(a)in notice specific cases, must send copies of all objections and comments received in accordance with regulations made pursuant to paragraph 5 (a) together with the proposals it sends in accordance with section 7 (4A) to Local Education Authority B within one week of the expiry of the time period specified in regulations for the making of objections and comments on the proposals; and

(b)in non-notice specific cases must send copies of any objections and comments received in accordance with regulations made pursuant to paragraph 5 (a) in respect only of the proposals sent by the local education authority under section 7 (4A) to Local Education Authority B.

(3B) If within two months from the date of expiry of the period in which objections or comments may be made in accordance with regulations made under paragraph 5(a) Local Education Authority A have failed to make a decision, they must refer all the proposals together with all and any objections or comments received to the adjudicator.”

5. After paragraph 8(6) of Schedule 2 to the Act insert the following—

“(6A) Where under sub-paragraph (3), the recommendation of Local Education Authority B is sought, Local Education Authority B in deciding what recommendation to give, must have regard to any guidance given from time to time by the Secretary of State.”

Part 2Proposals published under section 10 or 11 where school is to be established in area other than that of local education authority who it is proposed should maintain the school

6. In relation to proposals published under section 10 or 11 which relate to a school which is proposed to be situated in an area other than that of the local education authority who it is proposed should maintain the school, sections 10 and 11, and Schedule 2 to the Act have effect in accordance with the following modifications.

7. After section 10 (3) insert—

“(3A) In cases where the proposed school is to be situated in an area other than that of the local education authority who it is proposed should maintain the school, the local education authority who it is proposed should maintain the school (“Local Education Authority A”) must send a copy of the proposals to the local education authority for the area in which it is proposed that the school will be situated (“Local Education Authority B”).”

8. After section 11 (5) insert—

“(5A) In cases where the proposed school is to be situated in an area other than that of the local education authority who it is proposed should maintain the school, the local education authority who it is proposed should maintain the school (“Local Education Authority A”) must send a complete copy of the proposals to the local education authority for the area in which it is proposed that the school will be situated (“Local Education Authority B”).”

9. For paragraph 8 (4) of Schedule 2 to the Act substitute the following—

“(4) Local Education Authority A may, after seeking and, unless Local Education Authority B have failed to reach a decision on what recommendation to give, obtaining the recommendation of Local Authority B—

(a)reject all the proposals;

(b)approve any of the proposals without modification; or

(c)approve any of the proposals with such modifications as the authority think desirable after consulting the body who published the proposals.”

10. After paragraph 8 (4) of Schedule 2 to the Act insert the following—

“(4A) Local Education Authority A must send copies of all objections and comments received in accordance with regulations made pursuant to paragraph 5(a) together with the proposals it sends in accordance with section 10(3A) or 11(5A) as applicable to Local Education Authority B within one week of the expiry of the time period specified in regulations for the making of objections and comments on the proposals.

(4B) If within two months from the date of expiry of the period in which objections or comments may be made in accordance with regulations made under paragraph 5 (a) Local Education Authority A have failed to make a decision, they must refer all the proposals together with all and any objections or comments received to the adjudicator.”

11. After paragraph 8(6) of Schedule 2 to the Act insert the following—

“(6A) Where under sub-paragraph (4), the recommendation of Local Education Authority B is sought, Local Education Authority B in deciding what recommendation to give, must have regard to any guidance given from time to time by the Secretary of State.”

Regulation 31

SCHEDULE 8REVOCATION

Regulations revoked	References	Extent of revocation
The Education (School Organisation Committees) (England) Regulations 1999.	S.I. 1999/700	The whole Regulation
The Education (Maintained Special Schools) (England) Regulations 1999	S.I. 1999/2212	The whole Regulation
The Education (School Organisation Proposals) (England) Regulations 1999	S.I. 1999/2213	The whole Regulation
The Education (School Organisation Proposals) (England) (Amendment) Regulations 2000	S.I. 2000/2198	The whole Regulation
The Learning and Skills Act 2000 (Consequential Amendments) (Schools) (England) Regulations 2001	S.I. 2001/783	Regulation 6
The Education (School Organisation Proposals) (England) (Amendment) Regulations 2001	S.I. 2001/1405	The whole Regulation
The National Health Service Reform and Health Care Professions Act 2002 (Supplementary, Consequential etc Provisions) Regulations 2002	S.I. 2002/2469	Paragraph 85 of Schedule 1 and regulation 11 and Schedule 8 to the extent that a definition of “Primary Care Trust” is inserted in the Education (Maintained Special Schools) (England) Regulations 1999
The Education (School Organisation Proposals) (England) (Amendment) Regulations 2003	S.I. 2003/1229	The whole Regulation
The Education (School Organisation Proposals) (Miscellaneous Amendments) (England) Regulations 2004	S.I. 2004/3052	Regulations 2 to 10
The Education (School Organisation Proposals) (England) (Amendment) Regulations 2005	S.I. 2005/1801	The whole Regulation
The Education (School Organisation Proposals) (England) (Amendment) (No.2) Regulations 2005	S.I. 2005/3342	The whole Regulation
The Education (New Secondary School Proposals) (England) Regulations 2006	S.I. 2006/2139	The whole Regulation
The Education (New Secondary School Proposals) (Amendment) (England) Regulations 2007	S.I. 2007/59	The whole Regulation

(1)

1990 c.8.

(2)

Section 23A EA 2002 was inserted by section 34.

(3)

S.I. 2007/1287.

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The School Organisation (Establishment and Discontinuance of Schools) (England) Regulations 2007

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SCHEDULE 1MATTERS TO BE SPECIFIED IN A COMPETITION NOTICE

Part IMainstream schools

Part 2Special Schools

SCHEDULE 2MATTERS TO BE SPECIFIED IN SECTION 7 PROPOSALS TO ESTABLISH A NEW SCHOOL

Part 1Mainstream schools

Contact Details

Category

Pupil numbers and admissions

Extended Services

Ethos/Religious Character

Area or community that school serves

Admission Arrangements

Grammar schools

Schools with a religious character or particular educational philosophy – parental demand

Sixth Form Education

Early Years Provision

Specialisms

Effects on Standards and Contributions to School Improvement

Community Cohesion

Accommodation

Single sex or co-educational school

Location

Implementation of the proposals

Project Costs

Travel

Federation

Curriculum

Voluntary Aided Schools

Staff

Foundation Schools

Relevant experience of proposers

Specific educational benefits

Part 2Special Schools

Contact Details

Category

Extended Services

Ethos/Religious Ethos

Pupil numbers and special educational needs provision

Provision for 16-19 year olds

Specialisms

Effects on Standards and Contributions to School Improvement

Community Cohesion

Details of the proposed school

Accommodation

Location

Implementation of the proposals

Project Costs

Travel

Federation

Curriculum

Staff

Foundation Special Schools

Relevant experience of proposers

Specific educational benefits

SCHEDULE 3MATTERS TO BE SPECIFIED IN SECTION 10 AND SECTION 11 PROPOSALS TO ESTABLISH A NEW SCHOOL

Part 1Mainstream schools

Contact Details

Category

Consultation

Objectives

Extended Services

Pupil numbers and admissions

Ethos/Religious Character

Area or community that school serves

Admission Arrangements

Grammar schools

Schools with a religious character or particular educational philosophy – parental demand

Sixth Form Education

Early Years Provision

Specialisms

Effects on Standards and Contributions to School Improvement

Community Cohesion