Review date: February 2022

Reviewed by: Headteacher and SBM

Date agreed by Governors: 10.03.2022

Date of next Review: Spring Term 2023

Aims

St Michael’s CE Primary School aims to:

• Have robust, clear processes in place for charging and remissions
• Clearly set out the types of activity that can be charged for and when charges will be made

Legislation and guidance

This policy is based on advice from the Department for Education (DfE) on charging for school activities and the Education Act 1996, sections 449-462 of which set out the law on charging for school activities in England. Academies are required to comply with this Act through their funding agreements.

This policy complies with our funding agreement and articles of association.

Definitions

• Charge - a fee payable for specifically defined activities
• Remission - the cancellation of a charge which would normally be payable

Roles and responsibilities

The Governing Board

Responsibility for approving the charging and remissions policy has been delegated to the Resources committee.

Monitoring the implementation of this policy has also been delegated to the Resources committee.

Headteacher

The headteacher is responsible for ensuring staff are familiar with the charging and remissions policy, and that it is being applied consistently.

Staff

Staff are responsible for:

• Implementing the charging and remissions policy consistently
• Notifying the headteacher of any specific circumstances which they are unsure about or where they are not certain if the policy applies

The school will provide staff with appropriate training in relation to this policy and its implementation.

Parents

Parents are expected to notify staff or the headteacher of any concerns or queries regarding the charging and remissions policy.

Where charges cannot be made 

Below we set out what the school cannot charge for:

Education

• Admission applications
• Education provided during school hours (including the supply of any materials, books, instruments or other equipment)
• Education provided outside school hours if it is part of:
  • The national curriculum
  • A syllabus for a prescribed public examination that the pupil is being prepared for at the school
  • Religious education
  • Instrumental or vocal tuition, for pupils learning individually or in groups, unless the tuition is provided at the request of the pupil’s parent
  • Entry for a prescribed public examination if the pupil has been prepared for it at the school
  • Examination re-sit(s) if the pupil is being prepared for the re-sit(s) at the school

Transport

• Transporting registered pupils to or from the school premises, where the local authority has a statutory obligation to provide transport
• Transporting registered pupils to other premises where the governing board or local authority has arranged for pupils to be educated
• Transport that enables a pupil to meet an examination requirement when he or she has been prepared for that examination at the school
• Transport provided in connection with an educational visit

Residential visits

• Education provided on any visit that takes place during school hours
• Education provided on any visit that takes place outside school hours if it is part of:
  • The national curriculum
  • A syllabus for a prescribed public examination that the pupil is being prepared for at the school
  • Religious education
  • Supply teachers to cover for those teachers who are absent from school accompanying pupils on a residential visit

Where charges can be made

Below we set out what the school can charge for:

Education

• Any materials, books, instruments or equipment, where the child’s parent wishes him or her to own them
• Optional extras (see below)
• Music and vocal tuition, in limited circumstances (see below)
• Certain early years provision
• Community facilities
• Examination re-sit(s) if the pupil is being prepared for the re-sit(s) at the school and the pupil fails, without good reason, to meet any examination requirement for a syllabus

Optional extras

We are able to charge for activities known as ‘optional extras’. In these cases, schools can charge for providing materials, books, instruments or equipment. The following are optional extras:

• Education provided outside of school time that is not part of:
  • The national curriculum
  • A syllabus for a prescribed public examination that the pupil is being prepared for at the school
  • Religious education

• Examination entry fee(s) if the registered pupil has not been prepared for the examination(s) at the school
• Transport (other than transport that is required to take the pupil to school or to other premises where the local authority or governing board has arranged for the pupil to be provided with education)
• Board and lodging for a pupil on a residential visit
• Extended day services offered to pupils
  • breakfast club
  • after-school clubs
  • supervised homework sessions
  • holiday club

When calculating the cost of optional extras, an amount may be included in relation to:

• Any materials, books, instruments or equipment provided in connection with the optional extra
• The cost of buildings and accommodation
• Non-teaching staff
• Teaching staff engaged under contracts for services purely to provide an optional extra (including supply teachers engaged specifically to provide the optional extra)
• The cost, or an appropriate proportion of the costs, for teaching staff employed to provide tuition in playing a musical instrument, or vocal tuition, where the tuition is an optional extra

Any charge made in respect of individual pupils will not be greater than the actual cost of providing the optional extra activity, divided equally by the number of pupils participating.

Any charge will not include an element of subsidy for any other pupils who wish to take part in the activity but whose parents are unwilling or unable to pay the full charge.

In cases where a small proportion of the activity takes place during school hours, the charge cannot include the cost of alternative provision for those pupils who do not wish to participate.

Parental agreement is necessary for the provision of an optional extra which is to be charged for.

For regular activities, the charges for each activity will be determined by the governing board and reviewed annually.

Music tuition

Schools can charge for vocal or instrumental tuition provided either individually or to groups of pupils, provided that the tuition is provided at the request of the pupil’s parent.

Charges may not exceed the cost of the provision, including the cost of the staff giving the tuition.

Parents of children entitled to pupil premium or in financial hardship are not asked to pay the full amount, but are asked to make some contribution towards the cost (usually 50%). 

Charges cannot be made:

• If the teaching is an essential part of the national curriculum
• If the teaching is provided under the first access to the Key Stage 2 instrumental and vocal tuition programme
• For a pupil who is looked after by a local authority

Voluntary contributions

As an exception to the requirements set out above, the school is able to ask for voluntary contributions from parents to fund activities during school hours which would not otherwise be possible.

Some activities for which the school may ask parents for voluntary contributions include:

• visits to museums
• sporting activities which require transport expenses
• outdoor adventure activities
• visits to the theatre
• musical events
• visiting theatre companies
• additional costs in preschool

There is no obligation for parents to make any contribution, and no child will be excluded from an activity if their parents are unwilling or unable to pay.

If the school is unable to raise enough funds for an activity or visit then it will be cancelled.

Remissions

In some circumstances the school may not charge for items or activities and may cover the costs out of revenue funding. This will be at the discretion of the governing board and will depend on the activity in question.

Remissions for residential visits

If the school organises a residential visit in school time or mainly school time, which is to provide education directly related to the National Curriculum, such as Year 6’s visit to Ferny Crofts Scout Activity Centre, parents/carers will be required to make a payment to cover the costs of board and lodging, travel, the hire of facilities and costs of expert tuition.

Parents of children eligible for pupil premium funding will be eligible for a reduced contribution (50% reduction).  The school will endeavour to provide assistance for parents in financial hardship.

Monitoring arrangements

The School Business Manager monitors charges and remissions, and ensures these comply with this policy.

This policy will be reviewed by Headteacher annually.

At every review, the policy will be approved by the Resources Committee.