Local authorities planning calendar for the 2022 to 2023 financial year
Updated 27 April 2022
Applies to England
1. April 2022
1.1 Local authority action:
- deadline for section 251 budget statements for 2022 to 2023 (29 April)
- billing authorities submit national non-domestic rates (NNDR) claims by 22 May
1.2 Payment:
- ESFA makes the 1st payment of the DSG (5 April)
- ESFA makes the 2nd payment of the DSG (14 April)
- ESFA makes the second PE and sport premium payment for the 2021 to 2022 academic year (29 April)
- ESFA makes the 3rd payment of the DSG (29 April)
1.3 Information:
- ESFA makes final update to the high needs place numbers dataset for 2021 to 2022
- ESFA issues high needs place dataset for 2021 to 2022
- ESFA issues high needs place dataset for 2022 to 2023
- ESFA issues final school improvement monitoring and brokering grant allocations for 2021 to 2022 academic year
- ESFA issues updated dedicated schools grant (DSG) allocations for 2022 to 2023 for in year recoupment and high needs deductions
- ESFA issues schemes for financing schools guidance
- ESFA issues NNDR payment process form guidance for billing authorities
2. May 2022
2.1 Local authority action:
- complete summer school census
- complete early years 2022 summer term data collection
- deadline for submitting NNDR claims for billing authorities (22 May)
- submit schools financial value standards assurance statement by 31 May
- complete certification to ESFA to confirm that the pupil premium grant and other non-DSG grants for schools paid in 2021 to 2022 have been spent in line with the conditions of grant
2.2 Payment:
- ESFA makes 4th payment of the DSG (11 May)
- ESFA makes 5th payment of the DSG (20 May)
- ESFA makes 1st schools supplementary grant payment
3. June 2022
3.1 Local authority action:
- review high needs import/export data
3.2 Payment:
- ESFA makes 6th payment of the DSG (7 June)
- ESFA makes 7th payment of the DSG (22 June)
- ESFA makes the 1st quarterly pupil premium payment for 2022 to 2023 financial year (30 June)
- ESFA makes universal infant free schools meals (UIFSM) payment to local authorities for 2022 to 2023 academic year (30 June)
- ESFA makes NNDR payment to billing authorities (30 June)
3.3 Information:
- ESFA issues UIFSM conditions of grant and allocations for 2022 to 2023
- ESFA issues high needs import export data for 2022 to 2023
- ESFA issues high needs special free school adjustments for 2022 to 2023
- ESFA issues section 251 outturn guidance on completing the outturn template for 2021 to 2022
4. July 2022
4.1 Local authority action:
- submit consistent financial reporting 2021 to 2022 data return by 16 July
- deadline for submitting early years 2022 summer term data
- submit queries relating to high needs import export adjustment data for 2022 to 2023
- NNDR portal opens for billing authorities to submit NNDR adjustment claims (1 July)
4.2 Payment:
- ESFA makes 8th payment of the DSG (5 July)
- ESFA makes 9th payment of the DSG (22 July)
- ESFA makes universal infant free schools meals (UIFSM) payment to academies for 2022 to 2023 academic year (1 July)
4.3 Information:
- ESFA issues updated dedicated schools grant (DSG) allocations for 2022 to 2023 for in year recoupment and high needs deductions
- ESFA issues updated high needs place dataset for 2021 to 2022
- ESFA issues updated high needs place dataset for 2022 to 2023
- routine annual DfE announcement of notional national funding formula allocations for 2023 to 2024
- ESFA issues schools operational guidance, modelling tools and proformas for 2023 to 2024
- ESFA issues high needs funding operational guide for 2023 to 2024
5. August 2022
5.1 Local authority action:
- submit section 251 outturn statements for 2021 to 2022
5.2 Payment:
- ESFA makes 10th payment of the DSG (3 August)
- ESFA makes 11th payment of the DSG (22 August)
6. September 2022
6.1 Local authority action:
- submit DSG chief finance officer assurance statements and notes to the accounts for 2021 to 2022
- deadline for submitting NNDR adjustment claims for billing authorities (11 September)
6.2 Payment:
- ESFA makes 12th payment of the DSG (5 September)
- ESFA makes 13th payment of the DSG (22 September)
- ESFA makes 2nd quarterly pupil premium payment for 2022 to 2023 financial year (30 September)
6.3 Information:
- ESFA issues section 251 2021 to 2022 raw budget data
- ESFA issues school improvement monitoring and brokering grant funding methodology and allocations for 2022 to 2023
- ESFA issues updated dedicated schools grant (DSG) allocations for 2022 to 2023 for in year recoupment and high needs deductions
- ESFA issues updated high needs place dataset for 2021 to 2022
- ESFA issues updated high needs place dataset for 2022 to 2023
7. October 2022
7.1 Local authority action:
- complete autumn school census
- complete early years 2022 autumn term data collection
- submit completed disapplication proforma for 2023 to 2024 (first disapplication window)
7.2 Payment:
- ESFA makes 14th payment of the DSG (3 October)
- ESFA makes 15th payment of the DSG (21 October)
- ESFA make NNDR payments for positive in-year adjustments to billing authorities (31 October)
- ESFA makes 2nd schools supplementary grant payment
7.3 Information:
- ESFA issues the 2021 to 2022 high needs student numbers as recorded in the Individualised Learner Record and school census dataset
- ESFA issues high needs 2023 to 2024 place change process guidance, including guidance on additional local authority hospital education funding
- ESFA issues high needs 2023 to 2024 place change notification instructions on how to complete the workbook
- launch of high needs place change notification process for 2023 to 2024
8. November 2022
8.1 Local authority action:
- alternative provision free school 2023 to 2024 place change data collection closes
- submit completed disapplication proforma for 2023 to 2024 (second disapplication window)
- high needs place change notification process for 2023 to 2024 closes
8.2 Payment:
- ESFA makes 16th payment of the DSG (3 November)
- ESFA makes 17th payment of the DSG (22 November)
8.3 Information:
- ESFA issues updated dedicated schools grant (DSG) allocations for 2022 to 2023 for in year recoupment and high needs deductions
- ESFA publishes the early years operational guide 2023 to 2024
- ESFA issues updated final allocation for early years for 2022 to 2023
- ESFA issues final funding allocations for early years for 2021 to 2022 (to reflect 2022 spring term adjustments)
9. December 2022
9.1 Local authority action:
- deadline for submitting early years 2022 autumn term data
9.2 Payment:
- ESFA makes 18th payment of the DSG (5 December)
- ESFA makes 19th payment of the DSG (22 December)
- ESFA pays 3rd quarterly pupil premium payment for 2022 to 2023 (30 December)
9.3 Information:
- ESFA issues section 251 outturn raw data for 2021 to 2022
- ESFA issues consistent financial reporting (CFR) primary and secondary school performance data for 2021 to 2022
- ESFA issues the authority proforma tool (APT) with guidance and pupil number data for 2023 to 2024
- ESFA announces schools revenue funding settlement for 2023 to 2024, including details of the DSG and other grant funding
10. January 2023
10.1 Local authority action:
- complete spring school census
- complete the early years census
- submit the APT for 2023 to 2024
- final deadline for submitting NNDR adjustment claims for billing authorities (31 January)
10.2 Payment:
- ESFA makes 20th payment of the DSG (5 January)
- ESFA makes 21st payment of the DSG (20 January)
10.3 Information:
- ESFA issues updated dedicated schools grant (DSG) allocations for 2022 to 2023 for in year recoupment and high needs deductions
- ESFA issues high needs place change request outcomes for 2023 to 2024 and two-week enquiry window opens.
- ESFA issues updated provisional allocation for early years for 2022 to 2023 (to reflect 2022 summer and autumn term adjustments)
11. February 2023
11.1 Local authority action:
- local authorities obtain political ratification of their pre-16 funding formulae as outlined in their APT
- local authorities issue allocations to maintained schools after sign off from ESFA and by 28 February 2023
11.2 Payment:
- ESFA makes 22nd payment of the DSG (3 February)
- ESFA makes 23rd payment of the DSG (22 February)
11.3 Information:
- ESFA issues section 251 Budget guidance on completing the budget template for 2023 to 2024
12. March 2023
12.1 Local authority action:
- section 251 budget returns for 2023 to 2024 collection opens
12.2 Payment:
- ESFA makes 24th payment of the DSG (3 March)
- ESFA makes 25th payment of the DSG (22 March)
- ESFA pays 4th quarterly pupil premium payment for 2022 to 2023 (31 March)
- ESFA makes NNDR adjustment payment to billing authorities(31 March)
12.3 Information:
- ESFA issues update to published DSG allocations for final recoupment data and high needs deductions for 2022 to 2023
- ESFA issues CFR guidance for 2023 to 2024
- ESFA issues section 251 budget collection for 2023 to 2024
- ESFA issues updated high needs place dataset for 2022 to 2023
- ESFA issues updated high needs place dataset for 2023 to 2024
- DfE issues schools financial value standard guidance for 2023 to 2024