°Ç¸ç³Ô¹Ï

Skip to main content
Guidance

Local authorities planning calendar for the 2026 to 2027 financial and academic years

Updated 18 June 2026

Applies to England

April 2026 

´¡³¦³Ù¾±´Ç²ÔÌý

Local authorities submit:

±Ê²¹²â³¾±ð²Ô³ÙÌý

The Department for Education (DfE) makes the:

Information

DfEÌý¾±²õ²õ³Ü±ð²õ:

May 2026

´¡³¦³Ù¾±´Ç²ÔÌý

Local authorities:     

Payment

DfE makes the:

Information

DfE:

June 2026 

´¡³¦³Ù¾±´Ç²ÔÌý

Local authorities:

  • review high needs for the 2026 to 2027 financial year import and export data
  • submit new or amended split-site cases to DfE to be funded through the 2027 to 2028 national funding formula (NFF) (by 19 June 2026)

Payment

DfE makes the:

±õ²Ô´Ú´Ç°ù³¾²¹³Ù¾±´Ç²ÔÌý

DfE issues the:

  • high needs import and export data for the 2026 to 2027 financial year
  • s251 outturn guidance on completing the outturn template for the 2025 to 2026 financial year

July 2026 

Action

Local authorities submit:

  • the consistent financial reporting (CFR) 2025 to 2026 data return (by 17 July 2026)   
  • the s251 outturn statements for the 2025 to 2026 financial year (by 31 July 2026)
  • queries relating to high needs import and export adjustment data for the 2026 to 2027 financial year

±Ê²¹²â³¾±ð²Ô³ÙÌý

DfE makes the:

±õ²Ô´Ú´Ç°ù³¾²¹³Ù¾±´Ç²ÔÌý

August 2026 

´¡³¦³Ù¾±´Ç²ÔÌý

Nil

Payment

DfEÌý³¾²¹°ì±ð²õ:

Information

Nil

September 2026     

Action

Local authorities:

  • ²õ³Ü²ú³¾¾±³ÙÌýNNDR adjustment claims for the 2026 to 2027 financial year (by 11 September for 30 October 2026 payment)

Payment

DfE makes the:

Information

DfEÌý¾±²õ²õ³Ü±ð²õ:

  • the second quarterly ³Ü±è»å²¹³Ù±ð»åÌýpupil premium allocations for the 2026 to 2027 financial year
  • s251 raw budget data for the 2026 to 2027 financial year

October 2026 

´¡³¦³Ù¾±´Ç²ÔÌý

Local authorities:

  • complete the autumn school census
  • begin the 2027 to 2028 academic year high needs place-change process via discussions of place requirements with providers

Payment

DfE makes the:

Information

DfE issues the:

  • 16 to 19 TPSECG updated allocations for the 2026 to 2027 financial year
  • breakfast clubs updated allocations (summer-term arrears payment) to local authorities for early adopters for the 2025 to 2026 academic year 

November 2026

Action

Local authorities submit the:

  • 2027 to 2028 academic year high needs place-change workbook to DfE
  • DSG chief finance officer assurance statement and note to the accounts for the 2025 to 2026 financial year  

Payment

DfE makes the:

±õ²Ô´Ú´Ç°ù³¾²¹³Ù¾±´Ç²ÔÌý

DfE issues the updated:

  • DSG Ìý²¹±ô±ô´Ç³¦²¹³Ù¾±´Ç²Ô²õ for in-year recoupment and high needs deductions for the 2026 to 2027 financial year
  • ´Ú¾±²Ô²¹±ôÌýDSGÌý²¹±ô±ô´Ç³¦²¹³Ù¾±´Ç²Ô for early years for the working parents’ entitlements for 2-year-olds and under, and early years pupil premium for 2-year-olds and under (to reflect 2026 summer-term headcount) for the 2026 to 2027 financial year
  • high needs place dataset for the 2026 to 2027 academic year

DfE issues the:

  • ´Ú¾±²Ô²¹±ôÌýhigh needs place dataset for the 2025 to 2026 academic year

December 2026 

Action

Nil

Payment

Information

DfE:

  • announces the schools revenue funding settlement, including details of the DSG and other grant funding for the 2027 to 2028 financial year

  • issues the:

January 2027

´¡³¦³Ù¾±´Ç²ÔÌý

Local authorities:

  • complete the:

  • submit the authority proforma tool (APT) for the 2027 to 2028 financial year

Payment

DfEÌý³¾²¹°ì±ð²õ:

Information

DfE issues the:

  • high needs place-change outcomes for the 2027 to 2028 academic year and the 2-week enquiry window opens
  • update to the DSG for the 2026 to 2027 financial year for in-year recoupment 

DfE updates the:

  • publication of , including trends in funding over time since 2010 to 2011, and funding allocations of individual primary and secondary schools

February 2027

´¡³¦³Ù¾±´Ç²ÔÌý

Local authorities:

  • ²õ³Ü²ú³¾¾±³ÙÌýNNDR adjustment claims for the 2026 to 2027 financial year for claims made after 11 September 2026 (by 2 February 2027)
  • obtain political ratification of pre-16 funding formulae, as outlined in the APT
  • ¾±²õ²õ³Ü±ðÌýDSGÌý²¹±ô±ô´Ç³¦²¹³Ù¾±´Ç²Ô²õ to maintained schools after sign-off from DfE (by 28 February 2027)

Payment

DfE makes the:

Information

DfEÌý¾±²õ²õ³Ü±ð²õ: 

  • s251 budget guidance on completing the budget template for the 2027 to 2028 financial year

March 2027 

´¡³¦³Ù¾±´Ç²ÔÌý

Local authorities should note that:

  • the s251 budget returns collection for 2027 to 2028 opens

Payment

DfE makes the:

Information

DfE issues the: 

  • schemes for financing schools guidance, updated for the 2027 to 2028 financial year
  • CFR guidance for the 2027 to 2028 financial year
  • s251 budget collection for the 2027 to 2028 financial year
  • ³Ü±è»å²¹³Ù±ð»åÌýhigh needs place numbers for the 2027 to 2028 academic year
  • SFVS guidance for the 2027 to 2028 financial year
  • indicative pupil premium allocations for the 2027 to 2028 financial year
  • update to the published DSG for recoupment and high needs deductions for the 2027 to 2028 financial year
  • update to the published DSG for final recoupment data and high needs deductions for the 2026 to 2027 financial year  
  • ³Ü±è»å²¹³Ù±ð»åÌýDSG allocations for early years for working parents’ entitlements for 2-year-olds and under, and early years pupil premium for 2-year-olds and under (to reflect the 2026 autumn-term headcount) for the 2026 to 2027 financial year
  • ³Ü±è»å²¹³Ù±ð»åÌýhigh needs place numbers for the 2026 to 2027 academic year
  • fourth quarterly ³Ü±è»å²¹³Ù±ð»åÌýpupil premium allocations for the 2026 to 2027 financial year