|
| |
|
(7) | An “appropriate statement” in relation to expenditure is a |
| |
statement in writing which— |
| |
(a) | contains details of the amount of the expenditure, the |
| |
acquisition or works funded (or to be funded) by such |
| |
expenditure, and the total cost (or estimated total cost) of |
| 5 |
that acquisition or those works, and |
| |
(b) | indicates that the expenditure was being treated by the |
| |
authority as expenditure of a capital nature. |
| |
Notice in relation to grants under paragraph 5 of Schedule 3 |
| |
A30 (1) | Where a grant is made on or after 1st April 2007 by the Secretary |
| 10 |
of State under paragraph 5 of Schedule 3 (including that provision |
| |
as applied by any enactment), the Secretary of State may within |
| |
the relevant period give the body or other persons to whom the |
| |
grant is made notice that— |
| |
(a) | any land acquired, or enhanced in value, wholly or partly |
| 15 |
by means of the grant is land falling within paragraph |
| |
A1(1)(g), A8(1)(f) and A15(1)(j), and |
| |
(b) | any land acquired wholly or partly by means of the grant |
| |
is land falling within paragraph A27(1)(g), A28(1)(f) and |
| |
| 20 |
(2) | The “relevant period” means the period of 6 months beginning |
| |
with the date upon which the grant is made.” |
| |
3 | In the heading to Part 1 of the Schedule after “SCHOOLS” insert “IN |
| |
| |
4 (1) | Paragraph 1 is amended as follows. |
| 25 |
(2) | In sub-paragraph (1) after “foundation special school” insert “in Wales”. |
| |
(3) | In sub-paragraphs (2) and (3) for “Secretary of State” substitute “Assembly”. |
| |
(4) | In sub-paragraph (3)— |
| |
(a) | for “his” substitute “its”, |
| |
(b) | for “he”, wherever occurring, substitute “the Assembly”, and |
| 30 |
(c) | for “him” substitute “the Assembly”. |
| |
5 (1) | Paragraph 2 is amended as follows. |
| |
(2) | In sub-paragraph (1)— |
| |
(a) | after “by a foundation body” insert “in Wales”, and |
| |
(b) | in paragraph (d) for “Secretary of State” substitute “Assembly”. |
| 35 |
(3) | After that sub-paragraph insert— |
| |
“(1A) | A “foundation body in Wales” means a foundation body where |
| |
each of the schools comprising the group of schools for which the |
| |
foundation body acts is maintained by a local education authority |
| |
| 40 |
(4) | In sub-paragraphs (2) and (3) for “Secretary of State” substitute “Assembly”. |
| |
(5) | In sub-paragraph (3)— |
| |
(a) | for “his” substitute “its”, and |
| |
|
| |
|
| |
|
(b) | for “he”, wherever occurring, substitute “the Assembly”. |
| |
6 (1) | Paragraph 2A is amended as follows. |
| |
(2) | In sub-paragraph (1) after “trustees of a foundation or foundation special |
| |
school” insert “in Wales”. |
| |
(3) | In sub-paragraphs (3) and (4) for “Secretary of State” substitute “Assembly”. |
| 5 |
(4) | In sub-paragraph (4)— |
| |
(a) | for “his” substitute “its”, and |
| |
(b) | for “he”, wherever occurring, substitute “the Assembly”. |
| |
(5) | In sub-paragraph (6) after “foundation special school” insert “in Wales”. |
| |
7 (1) | Paragraph 3 is amended as follows. |
| 10 |
(2) | In sub-paragraph (1) after “foundation special school” insert “in Wales”. |
| |
(3) | In sub-paragraph (2) after “voluntary aided school” insert “in Wales”. |
| |
(4) | In sub-paragraphs (3) and (4) for “Secretary of State” substitute “Assembly”. |
| |
(5) | In sub-paragraph (9)— |
| |
(a) | for “Secretary of State”, wherever occurring, substitute “Assembly”, |
| 15 |
| |
(b) | for “he” substitute “the Assembly”. |
| |
(6) | In sub-paragraph (12) after “foundation special school” insert “in Wales”. |
| |
8 (1) | Paragraph 4 is amended as follows. |
| |
(2) | In sub-paragraph (1)— |
| 20 |
(a) | after “local education authority” insert “in Wales”, and |
| |
(b) | for “Secretary of State” substitute “Assembly”. |
| |
(3) | In sub-paragraph (2)— |
| |
(a) | for “Secretary of State” substitute “Assembly”, and |
| |
(b) | for “he” substitute “the Assembly”. |
| 25 |
9 (1) | Paragraph 5 is amended as follows. |
| |
(2) | In sub-paragraph (1)(b)— |
| |
(a) | for “Secretary of State” substitute “appropriate authority”, and |
| |
(b) | for sub-paragraphs (i) and (ii) substitute— |
| |
“(i) | under section 19(1) requiring a foundation, |
| 30 |
voluntary or foundation special school in |
| |
Wales to be discontinued, |
| |
(ii) | under section 32(1) requiring a foundation |
| |
special school in Wales to be discontinued, |
| |
(iii) | under section 60(1) of the Education and |
| 35 |
Inspections Act 2006 requiring a |
| |
foundation, voluntary or foundation |
| |
special school in England to be |
| |
| |
(iv) | under section 16(1) of that Act requiring a |
| 40 |
foundation special school in England to be |
| |
| |
|
| |
|
| |
|
(3) | In sub-paragraph (2) for the words from “Secretary of State” to the end |
| |
substitute “appropriate authority for it to exercise its powers under sub- |
| |
paragraph (4) below in relation to— |
| |
(a) | if the school is in England, any land falling within paragraphs (a) to |
| |
(i) of paragraph A1(1) other than land falling within sub-paragraph |
| 5 |
| |
(b) | if the school is in Wales, any land falling within paragraphs (a) to (f) |
| |
| |
| which is held by the body for the purposes of the school.” |
| |
(4) | After sub-paragraph (2) insert— |
| 10 |
“(2A) | Land falls within this sub-paragraph if it is— |
| |
(a) | land falling within paragraph (g) of paragraph A1(1) by |
| |
virtue of being land enhanced in value as mentioned in |
| |
| |
(b) | land falling within paragraph (i) of paragraph A1(1) by |
| 15 |
virtue of being land acquired, or enhanced in value, wholly |
| |
or partly with the proceeds of disposal of any land falling |
| |
within paragraph (a) above. |
| |
(2B) | If the school is in England and the governing body dispose of any |
| |
land falling within sub-paragraph (2A) which is held by them for |
| 20 |
the purposes of the school, paragraph A1 shall apply to them.” |
| |
(5) | In sub-paragraph (3) for the words from “Secretary of State” to the end |
| |
substitute “appropriate authority for it to exercise its powers under sub- |
| |
paragraph (4) below in relation to— |
| |
(a) | if the school is in England, any land falling within paragraphs (a) to |
| 25 |
(h) of paragraph A8(1) other than land falling within sub-paragraph |
| |
| |
(b) | if the school is in Wales, any land falling within paragraphs (a) to (f) |
| |
| |
| which is held by the body for the purposes of the schools comprising the |
| 30 |
| |
(6) | After sub-paragraph (3) insert— |
| |
“(3A) | Land falls within this sub-paragraph if it is— |
| |
(a) | land falling within paragraph (f) of paragraph A8(1) by |
| |
virtue of being land enhanced in value as mentioned in |
| 35 |
| |
(b) | land falling within paragraph (h) of paragraph A8(1) by |
| |
virtue of being land acquired, or enhanced in value, wholly |
| |
or partly with the proceeds of disposal of any land falling |
| |
within paragraph (a) above. |
| 40 |
(3B) | If the school is in England and the foundation body disposes of |
| |
any land falling within sub-paragraph (3A) which is held by it for |
| |
the purposes of the schools comprising the group, paragraph A8 |
| |
| |
(7) | In sub-paragraph (4)— |
| 45 |
(a) | for “Secretary of State” substitute “appropriate authority”, |
| |
|
| |
|
| |
|
(b) | for paragraph (a) substitute— |
| |
“(a) | require the land or any part of the land to be |
| |
transferred to such local authority as the |
| |
appropriate authority may specify, subject to the |
| |
payment by that local authority of such sum by |
| 5 |
way of consideration (if any) as the appropriate |
| |
authority determines to be appropriate;”, |
| |
(c) | in paragraph (b) for “him” and “he” substitute “the appropriate |
| |
| |
(d) | in paragraph (c) for “he” substitute “the appropriate authority”. |
| 10 |
(8) | After sub-paragraph (4) insert— |
| |
“(4ZA) | Where the school is in England, the trustees of the school shall |
| |
apply to the appropriate authority for it to exercise its powers |
| |
under sub-paragraph (4B) in relation to any land falling within |
| |
paragraph A15(1), (2) or (3), other than land falling within sub- |
| 15 |
paragraph (4ZB), which is held by the trustees for the purposes of |
| |
| |
(4ZB) | Land falls within this sub-paragraph if it is— |
| |
(a) | land falling within paragraph (j) of paragraph A15(1) by |
| |
virtue of being land enhanced in value as mentioned in |
| 20 |
| |
(b) | land falling within paragraph (k) of paragraph A15(1) by |
| |
virtue of being land acquired, or enhanced in value, wholly |
| |
or partly with the proceeds of disposal of any land falling |
| |
within paragraph (a) above.” |
| 25 |
(9) | In sub-paragraph (4A)— |
| |
(a) | after “Where the school” insert “is in Wales and”, and |
| |
(b) | for “Secretary of State for him to exercise his” substitute “appropriate |
| |
authority for it to exercise its”. |
| |
(10) | In sub-paragraph (4B)— |
| 30 |
(a) | after “under sub-paragraph” insert “(4ZA) or”, |
| |
(b) | for “Secretary of State” substitute “appropriate authority”, |
| |
(c) | for paragraph (a) substitute— |
| |
“(a) | require the land or any part of the land to be |
| |
transferred to such local authority as the |
| 35 |
appropriate authority may specify, subject to the |
| |
payment by that local authority of such sum by |
| |
way of consideration (if any) as the appropriate |
| |
authority determines to be appropriate;”, |
| |
(d) | in paragraph (b) for the words from “for the purposes of another” to |
| 40 |
| |
(i) | in the case of a school in England, for the |
| |
purposes of another foundation, voluntary |
| |
or foundation special school, or |
| |
(ii) | in the case of a school in Wales, for the |
| 45 |
purposes of another foundation or |
| |
foundation special school or for the |
| |
purposes of a voluntary school, |
| |
|
| |
|
| |
|
| direct the trustees to exercise that power in such |
| |
manner as the appropriate authority may specify;”, |
| |
(e) | in paragraph (c) after “sub-paragraph” insert “(4ZA) or, as the case |
| |
| |
(f) | in paragraphs (c) and (d) for “he”, wherever occurring, substitute |
| 5 |
“the appropriate authority”. |
| |
(11) | In sub-paragraph (5)— |
| |
(a) | after “(3)” insert “, (4ZA)”, and |
| |
(b) | for “Secretary of State” substitute “appropriate authority”. |
| |
(12) | After that sub-paragraph insert— |
| 10 |
“(5A) | Where the school is in England and the trustees of the school— |
| |
(a) | dispose of any land falling within sub-paragraph (4ZB), or |
| |
(b) | wish to use any such land for purposes not connected with |
| |
the provision of education in maintained schools, |
| |
| paragraph A15 shall apply to them.” |
| 15 |
(13) | In sub-paragraph (6) after “Where” insert “the school is in Wales and”. |
| |
10 (1) | Paragraph 6 is amended as follows. |
| |
(2) | In sub-paragraph (1) for “Secretary of State’s” substitute “appropriate |
| |
| |
(3) | In sub-paragraph (2)— |
| 20 |
(a) | for “Secretary of State” substitute “appropriate authority”, |
| |
(b) | for “he”, wherever occurring, substitute “the appropriate authority”, |
| |
(c) | for “the authority”, wherever occurring, substitute “the local |
| |
education authority”, and |
| |
(d) | for “him” substitute “the appropriate authority”. |
| 25 |
(4) | After sub-paragraph (3) insert— |
| |
“(3A) | Where the school is in England and the trustees of the school— |
| |
(a) | dispose of any land falling within paragraph A15(1), (2) or |
| |
| |
(b) | wish to use any such land for purposes not connected with |
| 30 |
the provision of education in maintained schools, |
| |
| paragraph A15 shall apply to them.” |
| |
(5) | In sub-paragraph (4) after “Where” insert “the school is in Wales and”. |
| |
11 | In paragraph 7, in sub-paragraphs (2)(ii), (3)(c) and (6), for “Secretary of |
| |
State” substitute “appropriate authority”. |
| 35 |
| |
(a) | for “Secretary of State” substitute “appropriate authority”, |
| |
(b) | for “he”, wherever occurring, substitute “the appropriate authority”, |
| |
(c) | for “him” substitute “the appropriate authority”, and |
| |
(d) | for “the authority”, wherever occurring, substitute “the local |
| 40 |
| |
|
| |
|
| |
|
13 | After paragraph 8 insert— |
| |
| |
Maintained school: transfer of land from trustee to governing body |
| |
8A (1) | This paragraph applies where the trustee of one or more |
| |
foundation or foundation special schools falling within sub- |
| 5 |
paragraph (2) is a body corporate. |
| |
(2) | A foundation or foundation special school falls within this sub- |
| |
paragraph if it is a school in England— |
| |
(a) | which, after the commencement of section 23A, is |
| |
established with a foundation or altered so as to acquire a |
| 10 |
| |
(b) | which does not fall within paragraph (a) but whose |
| |
instrument of government provides for the majority of |
| |
governors to be foundation governors. |
| |
| 15 |
(a) | the body corporate has under any enactment passed a |
| |
resolution for its winding up, |
| |
(b) | a court has made an order for the winding up of the body |
| |
| |
(c) | the body corporate has been removed under subsection (4) |
| 20 |
of section 3 of the Charities Act 1993 from the register of |
| |
charities kept under that section, or |
| |
(d) | prescribed conditions relating to the ability of the body |
| |
corporate to pay its debts or to its continued existence as a |
| |
body corporate or as a charity are met, |
| 25 |
| the Secretary of State may make an order under this paragraph. |
| |
(4) | Conditions may be prescribed under sub-paragraph (3)(d) by |
| |
reference to the opinion of the Secretary of State as to any |
| |
| |
(5) | An order under this paragraph is an order directing that any land |
| 30 |
falling within paragraph A15(1)(b) or (2) held by the body |
| |
corporate on trust for the school or schools falling within sub- |
| |
paragraph (2) is to be transferred to, and by virtue of the order vest |
| |
| |
(a) | the governing body of the school, or |
| 35 |
(b) | where the land is held on trust for two or more schools, |
| |
such of the governing bodies of the schools as the Secretary |
| |
| |
| |
(a) | proposals to establish a new foundation or foundation |
| 40 |
special school fall to be implemented under Schedule 2 to |
| |
the Education and Inspections Act 2006, and |
| |
(b) | the local education authority have before the school |
| |
opening date transferred land to be held on trust for the |
| |
| 45 |
| references in this paragraph to a foundation or foundation special |
| |
school include references to a proposed such school and |
| |
|
| |
|
| |
|
references to a governing body include references to a proposed |
| |
| |
| |
“charity” has the same meaning as in the Charities Act 1993; |
| |
“foundation” means a foundation established otherwise than |
| 5 |
| |
| |
(a) | after “paragraph” insert “A26,”, and |
| |
(b) | for “or 8(2)(b)” substitute “, 8(2)(b) or 8A”. |
| |
15 (1) | Paragraph 10 is amended as follows. |
| 10 |
(2) | In sub-paragraph (1) after paragraph (d) insert— |
| |
“(e) | “the appropriate authority” means— |
| |
(i) | in relation to a school in England, the Secretary of |
| |
| |
(ii) | in relation to a school in Wales, the Assembly.” |
| 15 |
(3) | In sub-paragraph (3) after “paragraphs” insert “A1(1), A15(1), (2) or (3)(a), |
| |
| |
(4) | In sub-paragraph (4) after “paragraphs” insert “A1(1), A15(1),”. |
| |
(5) | In sub-paragraph (5) for “paragraph 1(1)” substitute “paragraphs A1(1) and |
| |
| 20 |
16 (1) | Paragraph 11 is amended as follows. |
| |
(2) | For paragraph (a) of sub-paragraph (1) substitute— |
| |
“(a) | subject to sub-paragraph (7), “capital expenditure” means |
| |
expenditure of the governing body in question which falls |
| |
to be capitalised in accordance with proper accounting |
| 25 |
| |
(3) | In paragraph (b) of that sub-paragraph for “that Order” substitute “the |
| |
Regulatory Reform (Voluntary Aided Schools Liabilities and Funding) |
| |
| |
(4) | After sub-paragraph (6) insert— |
| 30 |
“(7) | The Secretary of State may— |
| |
(a) | by regulations prescribe classes or descriptions of |
| |
expenditure which are to be treated for the purposes of this |
| |
paragraph as being, or as not being, capital expenditure of |
| |
any governing body or of any prescribed class or |
| 35 |
description of governing body; |
| |
(b) | by direction provide that expenditure of a particular |
| |
governing body which is expenditure of a particular class |
| |
or description is to be treated for the purposes of this |
| |
paragraph as being, or as not being, capital expenditure of |
| 40 |
| |
(8) | Directions under sub-paragraph (7)(b) may be expressed to have |
| |
effect in specified circumstances or subject to specified |
| |
| |
|
| |
|