(1) The purpose of this order is, in accordance with section 91H of the Act, to limit the financial liability of the Crown arising out of its obligation under section 91C of the Act to pay the salaries of all regular teachers employed at payrolled schools.

(2) To that end, this order prescribes limitations on the number of regular teachers who may be employed at payrolled schools during the school year to which this order applies.

(1) Part 1 contains preliminary provisions.

(2) Part 2 specifies the limitations prescribed by this order.

(3) Part 3 sets out components of the limitations.

(4) Part 4 requires school rolls to be estimated, ascertained, notified, and confirmed for the purposes of this order.

(5) Part 5 contains special provisions relating to specified schools and types of schools.

(6) Part 6 provides for exemptions from the limitations.

(7) Part 7 revokes an earlier school staffing order.

(8) This clause is intended only as a guide to the general scheme and effect of this order.

(1) In this order, unless the context otherwise requires,—

(2) In this order, unless the context otherwise requires, any term or expression that is defined in section 91A(1) or 145(1) of the Act and used, but not defined, in this order has the same meaning as in that section.

In this order, unless the context otherwise requires,—

A school’s weighted roll at any time is the number obtained by adding any 1 or more of the following that apply to the school:

• (a) the product of 4 and the number of any year 1 to year 3 students then on its roll:

• (b) the product of 3.5 and the number of any year 4 to year 8 students then on its roll:

• (c) the product of 7 and the number of any year 9 and year 10 students then on its roll:

• (d) the product of 9 and the number of any year 11 students then on its roll:

• (e) the product of 15 and the number of any year 12 students then on its roll:

• (f) the product of 16 and the number of any year 13 or above students then on its roll:

• (g) the product of 0.5 and the number of any year 7 and year 8 students then on its specialist instruction roll.

(1) In this clause,—

(2) A base school’s specialist instruction roll is the number obtained by—

• (a) adding the number of students of years 7 and 8 included in the base school’s provisional or March rolls (as appropriate) to the number of visiting students; and

• (b) subtracting from the resulting sum the number of base students.

For the purposes of this order, the employment of a teacher for—

• (a) 10 half-days every full week generates 1 FTTE:

• (b) a specified number (smaller than 10) of half-days every full week generates one-tenth of that number of FTTEs:

• (c) a specified number (smaller than 20) of half-days every full fortnight generates one-twentieth of that number of FTTEs:

• (d) a specified number of teaching hours (or an average of that number of teaching hours) every full week generates one twenty-fifth of that number of FTTEs.

(1) In the situation in subclause (2), a student is,—

• (a) if first enrolled in a primary, area, or special school on or before 30 June in a particular school year, a year 1 student until the end of that school year; or

• (b) if first enrolled in a primary, area, or special school on or after 1 July in a particular school year, a year 1 student until the end of the following school year.

(2) The situation is that a student first enrols at a primary, area, or special school before the age of 7 and is subsequently educated at primary, area, or special schools respectively without substantial interruption.

(3) Any other student who enrols at a primary, area, or special school is, in the year in which the student first enrols at a primary, area, or special school, a student of the year that, in the principal’s opinion, is most appropriate for a student of that student’s maturity, and educational and intellectual achievements.

(1) A student to whom clause 11(1) and (2) apply is a year 7 student in the year in which the student first enrols at an intermediate school.

(2) Any other student who enrols at an intermediate school is, in the year in which the student first enrols at the school, a student of the year that, in the principal’s opinion, is most appropriate for a student of that student’s maturity, and educational and intellectual achievements.

(1) A student is a year 9 student in the year in which the student first enrols at a secondary school, if the student was a primary student in the year prior to enrolling at the secondary school.

(2) A student is a year 7 student in the year in which the student first enrols in a Form 1 to 7 school, if the student—

• (a) has never been enrolled at a high school; and

• (b) is enrolled as a year 6 student in the year before the year in which the student first enrols at the Form 1 to 7 school.

(3) Any other student who enrols at a high school is, in the year in which the student first enrols, or again enrols, as the case may be, at a high school, a student of the year that, in the principal’s opinion, is most appropriate for a student of that student’s maturity, and educational and intellectual achievements.

(1) The Board of a school must not employ a permanently appointed regular teacher whose employment generates a number of FTTEs greater than the sum of any of the following that apply to the school:

• (a) its entitlement staffing, calculated in accordance with clause 28:

• (b) any tuakana-teina allowance under clause 39:

• (c) any activity centre allowance under clause 42:

• (d) any attached teen parent unit allowance under clause 43.

(2) A Board must not employ other regular teachers if the total of the FTTEs generated by their employment would exceed the number of FTTEs by which the school’s total regular staffing allowance under clause 27 at that time exceeds the number of FTTEs generated by the employment of the permanently appointed regular teachers already then employed at the school.

(3) The Board of a primary school or an intermediate school must not employ a permanently appointed regular teacher without the consent of the Secretary if the school’s formula-generated staffing allowance, calculated in accordance with clause 50 as based on its provisional rolls, exceeds, by 1.0 or more FTTEs, its formula-generated staffing allowance based on, as the case may be,—

• (a) the primary school’s October rolls; or

• (b) the intermediate school’s March rolls.

(4) The Board of a secondary school or an area school must not employ a permanently appointed regular teacher without the consent of the Secretary if the school’s guaranteed minimum formula staffing exceeds, by 1.0 or more FTTEs, its formula-generated staffing allowance as generated by its March rolls.

(5) Subclauses (1) and (2) are subject to clauses 70 and 71.

A Board must not employ regular teachers to whom salary units have been allocated (whether permanently or otherwise) if the total of those salary units would exceed the number of salary units calculated for the school under whichever of clause 16, 17, or 18 applies to the school.

(1) The number of salary units referred to in clause 15 is calculated for a primary school, a special school, or an intermediate school which is not a restricted composite school, by—

• (a) subtracting 1 from the school’s formula-generated staffing allowance; and

• (b) multiplying the resulting difference by 1.01; and

• (c) subtracting 1.30 from the resulting product; and

• (d) if the resulting difference is not a whole number, correcting it to the nearest whole number.

(2) For a primary school, a special school, or an intermediate school that is not a restricted composite school, and that is in receipt of a special education staffing allowance calculated under clause 29, the calculation in subclause (1) must be modified by adding the number of salary units generated by the following calculation to the resulting difference in subclause (1)(c):

• (a) add the number of FTTEs of the school’s special education staffing allowance to the number of FTTEs, if any, of the school’s special education management allowance calculated under clause 30; and

• (b) multiply the resulting sum by 1.01; and

• (c) if the resulting product is not a whole number, correct it to the nearest whole number.

(3) For a primary school that is in receipt of a tuakana-teina allowance under clause 39, the calculation in subclause (1) must be modified by adding the number of salary units that the Secretary has determined, under clause 39, to be part of the allowance to the resulting difference in subclause (1)(c).

(4) For Kelston Deaf Education Centre and van Asch Deaf Education Centre, the calculation in subclause (1) must be modified by adding the number of salary units specified opposite its name in the second column of Schedule 5 to the resulting difference in subclause (1)(c).

(5) For BLENNZ, the calculation in subclause (1)(a) must be modified by adding the number of resource teachers: vision determined by the Secretary under clause 84 to the school's formula-generated staffing allowance before subtracting 1.

(6) For a school to which 2 or more of subclauses (2) to (5) apply, the modifications provided for in those subclauses are cumulative.

(1) The number of salary units referred to in clause 15 is calculated for a high school by—

• (a) subtracting 1 from the school’s formula-generated staffing allowance; and

• (b) multiplying the resulting difference by 1.2; and

• (c) adding 8 to the resulting product; and

• (d) if the resulting sum is not a whole number, correcting it to the nearest whole number.

(2) For a high school that is in receipt of a special education staffing allowance calculated under clause 29, the calculation in subclause (1) must be modified by adding the number of salary units generated by the following calculation to the resulting sum in subclause (1)(c):

• (a) add the number of FTTEs of the school’s special education staffing allowance to the number of FTTEs, if any, of the school’s special education management allowance calculated under clause 30; and

• (b) multiply the resulting sum by 1.2; and

• (c) if the resulting product is not a whole number, correct it to the nearest whole number.

(3) For a high school that has an activity centre allowance under clause 42 and is listed in the first column of Schedule 2, the calculation in subclause (1) must be modified by adding the number of salary units specified in the third column of that schedule opposite the name of the school to the resulting sum in subclause (1)(c).

(4) For a high school that has an approved teen parent unit, the calculation in subclause (1) must be modified by adding the number of salary units specified in the third column of Schedule 3 opposite the approved maximum roll of the unit in the first column of that schedule to the resulting sum in subclause (1)(c).

(5) For a high school that has a principal grading roll, calculated in accordance with clause 26, of greater than 1 400, the calculation in subclause (1) must be modified by adding, to the resulting sum in subclause (1)(c),—

• (a) 9 salary units, if the principal grading roll is no greater than 1 600; or

• (b) 12 salary units, if the principal grading roll is greater than 1 600.

(6) For a school to which 2 or more of subclauses (2) to (5) apply, the modifications provided for in those subclauses are cumulative.

(1) For an area school, the number of salary units referred to in clause 15 is calculated by—

• (a) subtracting 1 from the school’s formula-generated staffing allowance; and

• (b) multiplying the resulting difference by 1.21; and

• (c) adding 2.6 to the resulting product; and

• (d) if the resulting sum is not a whole number, correcting it to the nearest whole number.

(2) For a restricted composite school, the number referred to in clause 15 is calculated by—

• (a) adding the school’s formula-generated staffing allowance for its secondary roll to the school’s formula-generated staffing allowance for its primary roll; and

• (b) subtracting 1 from the resulting sum; and

• (c) multiplying the resulting difference by 1.21; and

• (d) adding 2.6 to the resulting product; and

• (e) if the resulting sum is not a whole number, correcting it to the nearest whole number.

(3) For an area school or restricted composite school that is in receipt of a special education staffing allowance calculated under clause 29, subclause (1) or (2) (as the case may be) must be modified by adding the number of salary units generated by the following calculation to the resulting sum in subclause (1)(c) or (2)(d) respectively:

• (a) add the number of FTTEs of the school’s special education staffing allowance to the number of FTTEs, if any, of the school’s special education management allowance under clause 30; and

• (b) multiply the resulting sum by 1.21; and

• (c) if the resulting product is not a whole number, correct it to the nearest whole number.

(4) For an area school that is in receipt of a tuakana-teina allowance under clause 39, the calculation in subclause (1) must be modified by adding the number of salary units that the Secretary has determined, under clause 39, to be part of the allowance to the resulting sum in subclause (1)(c).

(5) For a school to which both subclauses (3) and (4) apply, the modifications provided for in those subclauses are cumulative.

The Board of a high school or an area school must not employ a part-time teacher for 0.9 or more of an FTTE.

(1) The Board of a high school must not employ regular teachers to whom senior management allowances have been allocated (whether permanently or otherwise) if the total of these allowances would exceed the number of senior management allowances calculated for the school under subclause (2).

(2) The number referred to in subclause (1) is calculated for a high school by—

• (a) subtracting 1 from the school's management time allowance (as determined in accordance with clause 53); and

• (b) multiplying the resulting difference by 0.18; and

• (c) adding 2 to the resulting product; and

• (d) if the resulting sum is not a whole number, correcting it to the next whole number.

(1) The Board of a high school must not employ a regular teacher to whom middle management allowances have been allocated (whether permanently or otherwise) if the total of these allowances would exceed the number of middle management allowances calculated for the school under subclause (2).

(2) The number referred to in subclause (1) is calculated by—

• (a) subtracting 1 from the school's formula-generated staffing allowance; and

• (b) multiplying the resulting difference by 0.525; and

• (c) adding 5 to the resulting product; and

• (d) after rounding the sum resulting from the calculation in paragraph (c) to the nearest whole number, adding the integer part of the quotient obtained by dividing the number of special education students on the school's special education list by 5.

(1) The Board of an area school must not employ regular teachers to whom middle management allowances have been allocated (whether permanently or otherwise) if the total of those allowances would exceed the number of middle management allowances calculated for the school under subclause (2).

(2) The number referred to in subclause (1) is calculated by—

• (a) adding in FTTEs,—

  • (i) the sum that is the item in clause 51(2)(b) (relating to the calculation of the curriculum delivery allowance); and

  • (ii) the number that is the item obtained by the calculation in whichever of clause 51(2)(c) or (d) applies to the school; and

  • (iii) the additional guidance allowance calculated in accordance with clause 54; and

• (b) multiplying the resulting sum by 0.6; and

• (c) if the resulting product is not a whole number, correcting it to the nearest whole number.

(1) The Board of a school must not employ more than 1 principal for the school at any time.

(2) A combined Board established under section 110 of the Act must not employ more than 1 principal for each school that the combined Board administers at that time.

(3) Subclauses (1) and (2) do not prevent the appointment of a principal during the term of his or her predecessor in office.

(1) The Board of a primary or intermediate school that employs a deputy or assistant principal must do so in accordance with this clause.

(2) The maximum number of deputy or assistant principals (however described) that the Board may employ is—

• (a) 2, if the school has no more than 21 FTTEs; or

• (b) 3, if the school has more than 21 FTTEs.

(1) A Board may employ an associate principal for a school only if it is a high school.

(2) A Board which employs an associate principal must do so in accordance with this clause.

(3) The Board—

• (a) must not employ an associate principal if the school’s roll is no more than 1 400; but

• (b) may employ 1 associate principal if the school’s roll is more than 1 400.

(1) A Board must not employ a principal at a grade higher than the grade specified in the first column of Schedule 1 opposite the roll range in which the school’s principal grading roll calculated under subclause (2) lies.

(2) The principal grading roll for a school is the greater of (a) and (b), after any applicable weighting in accordance with subclause (3) or adjustment in accordance with subclause (4)—

• (a) the sum of the school’s provisional rolls, as adjusted, and its provisional special education list:

• (b) the sum of the school’s March special education list and,—

  • (i) for a primary school, its October rolls, as adjusted; or

  • (ii) for any other school, its March rolls, as adjusted.

(3) In determining the principal grading roll for 2009, the following weightings apply:

• (a) 1 special education student with high needs is the equivalent of 3 students:

• (b) 1 special education student with very high needs is the equivalent of 6 students:

• (c) 1 student enrolled at Felix Donnelly College, Westbridge Residential School, McKenzie Residential School, or Waimokoia Residential School is the equivalent of 6 students:

• (d) 1 student (not being a student with high needs or with very high needs) enrolled at Halswell Residential College or Salisbury School is the equivalent of 3 students.

(4) In this clause, a reference to a roll as adjusted is a reference to that roll minus its list, if any.

(5) In determining, under subclauses (2) to (4), the roll range for 2009, the roll of any kura tuakana is the sum of the number of students on the roll of the kura tuakana and the number of students on the rolls of any associated kura teina.

(6) In determining the roll range for 2009, the roll of a restricted composite school is the sum of the number of students, if any, enrolled in years 7 to 10 at the school.

A school’s total regular staffing allowance (in FTTEs) is the number obtained by—

• (a) adding any 1 or more of the following that apply to the school:

  • (i) its entitlement staffing:

  • (ii) any special education staffing allowance:

  • (iii) any special education management allowance:

  • (iv) any supplementary learning support time allowance:

  • (v) any beginning teacher allowance:

  • (vi) any head of department beginning teacher time allowance:

  • (vii) any overseas teacher time allowance:

  • (viii) any resource teacher support allowance:

  • (ix) any supplementary learning support teacher support allowance:

  • (x) any classroom release time allowance:

  • (xi) any tuakana-teina allowance:

  • (xii) any specialist classroom teacher time allowance:

  • (xiii) any activity centre allowance:

  • (xiv) any teen parent unit allowance:

  • (xv) any Te Atakura allowance:

  • (xvi) any instrumental and vocal music tuition allowance:

  • (xvii) any itinerant music teacher allowance:

  • (xviii) any attached unit allowance:

  • (xix) the sum of any additional entitlements arising from an entitlement transfer agreement; and

• (b) subtracting from the resulting sum any entitlements that must be deducted as a result of an entitlement transfer agreement.

(1) A primary, intermediate, or special school’s entitlement staffing as at any date in 2009 prior to the Secretary giving notice to the Board of the March rolls is its formula-generated staffing allowance, ascertained in accordance with clause 50, based on its provisional rolls.

(2) A primary, intermediate, or special school’s entitlement staffing as at any date in 2009 after the Secretary’s notice to the Board of the March rolls is the greater of—

• (a) its formula-generated staffing allowance, ascertained in accordance with clause 50, based on its provisional rolls; and

• (b) its formula-generated staffing allowance, ascertained in accordance with clause 50, based on its March rolls.

(3) A secondary or area school’s entitlement staffing as at any date in 2009 prior to the Secretary giving notice to the Board of the March rolls is its guaranteed minimum formula staffing.

(4) A secondary or area school’s entitlement staffing as at any date in 2009 after the Secretary’s notice to the Board of the March rolls is the greater of—

• (a) its guaranteed minimum formula staffing; and

• (b) its formula-generated staffing allowance, ascertained in accordance with clause 50, based on its March rolls.

A school’s special education staffing allowance (in FTTEs), if any, is the number of special education students on the school’s special education list multiplied by the following FTTEs:

• (a) 0.1 for each special education student with high needs:

• (b) 0.2 for each special education student with very high needs.

A school’s special education management allowance (in FTTEs), if any, is the product (correct to 2 decimal places) of 0.05 and its special education staffing allowance (in FTTEs).

A school’s supplementary learning support time allowance (in FTTEs), if any, is the product of 0.1 and the number of students enrolled at the school who are identified and classified by the Secretary as being in need of supplementary learning support.

(1) In this clause and in clause 33, qualifying beginning teacher means a beginning teacher—

• (a) in his or her first 12 months of teaching and who is employed for 0.5 of an FTTE or more; or

• (b) in his or her second 12 months of teaching and who is employed full-time.

(2) A school that employs a qualifying beginning teacher who has completed less than 12 months’ teaching has a beginning teacher allowance (in FTTEs) calculated by adding—

• (a) the product of 0.2 and the number of qualifying beginning teachers, if any, then employed at the school full-time; and

• (b) the product of 0.1 and the number of other qualifying beginning teachers, if any, then employed at the school.

(3) A school that employs a qualifying beginning teacher who has completed 12 months’ teaching has a beginning teacher allowance (in FTTEs) calculated by adding, to any amount obtained from the calculation in subclause (2), the product of 0.1 and the number of qualifying beginning teachers, if any, then employed full-time at the school.

A high school or area school that employs qualifying beginning teachers who have completed less than 12 months' teaching has a head of department beginning teacher time allowance (in FTTEs) calculated by—

• (a) adding—

  • (i) the number of qualifying beginning teachers, if any, then employed at the school full-time; and

  • (ii) the number of other qualifying beginning teachers, if any, then employed at the school; and

• (b) multiplying the resulting sum by 0.04.

A school’s resource teacher support allowance is 0.05 of an FTTE for each full-time teacher of the following kinds whom it employs:

• (a) resource teacher: learning and behaviour:

• (b) resource teacher: literacy:

• (c) resource teacher: literacy (Māori):

• (d) resource teacher: Māori:

• (e) resource teacher: vision.

A school’s supplementary learning support teacher support allowance is 0.05 of an FTTE for each teacher employed as a supplementary learning support teacher for 0.6 of an FTTE or more.

(1) In this clause, qualifying overseas-trained teacher means a teacher—

• (a) who has—

  • (i) qualifications that are recognised for New Zealand teacher registration; and

  • (ii) been appointed to his or her first teaching position in a New Zealand state or state integrated school; and

  • (iii) completed less than 10 weeks' teaching in a New Zealand state or state integrated school; and

  • (iv) been employed full time from within the school's total regular staffing allowance; and

  • (v) been appointed for a minimum of 20 weeks; and

• (b) in respect of whom the school employing the teacher has not, in the 2009 school year, been eligible for the beginning teacher time allowance.

(2) A high school that employs a qualifying overseas-trained teacher has an overseas teacher time allowance in respect of that teacher of 0.1 FTTE for a maximum period of 20 weeks.

(1) In this clause, qualifying overseas-trained teacher means a teacher—

• (a) who has—

  • (i) qualifications that are recognised for New Zealand teacher registration; and

  • (ii) been appointed to his or her first teaching position in a New Zealand state or state integrated school; and

  • (iii) completed less than 10 weeks' teaching in a New Zealand state or state integrated school; and

  • (iv) been employed full-time from within the school's total regular staffing allowance; and

  • (v) been appointed for a minimum of 10 weeks; and

• (b) in respect of whom the school employing the teacher has not, in the 2009 school year, been eligible for the beginning teacher time allowance.

(2) A school other than a high school that employs a qualifying overseas-trained teacher has an overseas teacher time allowance in respect of that teacher of 0.1 FTTE for a maximum period of 10 weeks.

A primary, intermediate, or special school’s classroom release time allowance (in FTTEs) is obtained by—

• (a) adding any 1 or more of the following that apply to the school:

  • (i) its entitlement staffing:

  • (ii) any special education staffing allowance:

  • (iii) any special education management allowance:

  • (iv) the number of FTTEs for the time being represented by any senior teacher appointed in accordance with clause 80 to carry out special duties at normal schools:

  • (v) the number of FTTEs for the time being represented by any supernumerary teachers who have elected to be redeployed in the school or approved for redeployment from another school:

  • (vi) any tuakana-teina allowance under clause 39:

  • (vii) the sum of any additional entitlements arising from an entitlement transfer agreement; and

• (b) subtracting from the resulting sum—

  • (i) any entitlements that must be deducted as a result of an entitlement transfer agreement; and

  • (ii) 1; and

• (c) if the resulting difference is not a whole number, rounding it down to the nearest lower whole number; and

• (d) multiplying the resulting whole number by 0.04.

The tuakana-teina allowance, if any, of a school that is the kura tuakana for a kura teina, is an allowance—

• (a) required for the kura teina; and

• (b) of not less than 1.0 FTTE and 1.0 salary unit.

(1) For a high school with a provisional roll of 1 200 or fewer students, the high school's specialist classroom teacher time allowance, if any, is 0.16 of an FTTE.

(2) For a high school with a provisional roll of greater than 1 200 students, the high school's specialist classroom teacher time allowance, if any, is 0.32 of an FTTE.

(1) For an area school with a roll of less than 100 students, the area school's specialist classroom teacher time allowance, if any, is 0.08 of an FTTE.

(2) For an area school with a roll of 100 or more students, the area school's specialist classroom teacher time allowance, if any, is 0.16 of an FTTE.

A high school’s activity centre allowance (in FTTEs), if any, is the number specified opposite its name in the second column of Schedule 2.

A high school with a teen parent unit approved by the Minister is entitled to a staffing allowance of the number of FTTEs and salary units shown in the second and third columns of Schedule 3 opposite the number in the first column that accords with the approved maximum roll of that school’s teen parent unit.

A high school’s or area school’s Te Atakura allowance (in FTTEs), if any, is the product of 0.5 and the number of permanently employed teachers (other than beginning teachers) then employed at the school in the teaching of te reo Māori who, before 1993, successfully completed training at a college of education under the Te Atakura scheme.

(1) A high school or area school for which the Secretary approved an allowance for instrumental, vocal, or instrumental and vocal tuition in 2009 has an instrumental and vocal tuition allowance (in FTTEs) which is the product (correct to 2 decimal places) of 0.001 and the sum of—

• (a) the school's secondary roll; and

• (b) the number of year 7 and year 8 students (if any) enrolled at the school.

(2) A restricted composite school for which the Secretary approved an allowance for instrumental, vocal, or instrumental and vocal tuition in 2009 has an instrumental and vocal tuition allowance (in FTTEs) which is the product (correct to 2 decimal places) of 0.001 and the school’s secondary roll.

A high school to which a full-time permanently appointed itinerant teacher of a musical instrument is attached has an itinerant music teacher allowance (in FTTEs) of—

• (a) 0.1, if 1 teacher is attached:

• (b) 0.2, if 2 teachers are attached:

• (c) 0.3, if 3 or 4 teachers are attached:

• (d) 0.4, if more than 4 teachers are attached.

A special school’s attached unit allowance, if any, is the number of FTTEs and salary units specified in the third and fourth columns of Schedule 6 opposite its name and the name of its attached unit in the appropriate columns of that schedule.

(1) In this order,—

(2) If an entitlement transfer agreement under this clause is given to the Secretary before 1 January 2009,—

• (a) he or she must deduct from the total regular staffing allowance of school A the number of FTTEs or salary units specified in the agreement; and

• (b) he or she must add to the total regular staffing allowance of school B the number of FTTEs or salary units specified in the agreement.

(3) A school must not enter into an entitlement transfer agreement relating to tuition in technology or another specialist subject.

(4) A school may enter into an entitlement transfer agreement relating to instrumental or vocal music only with one of the secondary schools or high schools listed in the first column of Schedule 4.

(5) A school listed in the first column of Schedule 4 must not, under entitlement transfer agreements entered into with 1 or more other schools for the 2009 school year, relinquish a total number of FTTEs of teacher entitlements relating to tuition in instrumental or vocal music that exceeds the number of FTTEs specified in the second column of that schedule opposite the name of the school.

(6) An agreement between 3 or more schools about the relinquishment and use of entitlements must be treated as a number of entitlement transfer agreements between various pairs of those schools.

Clause 48 applies to entitlements in relation to special education teachers in the same way as it applies to entitlements in relation to other teachers.

A school’s formula-generated staffing allowance (in FTTEs) is the sum of—

• (a) its curriculum delivery allowance under clause 51; and

• (b) its management time allowance under clause 53; and

• (c) its additional guidance allowance under clause 54 (if any).

(1) A school’s curriculum delivery allowance (in FTTEs) is the sum obtained by adding each of the items in subclause (2) that apply to the school and, if the resulting sum is not exactly divisible by 0.1, rounding it up to 1 decimal place.

(2) The items are, in relation to a school,—

• (a) if it has a primary roll, the greater of 1 and the sum of—

  • (i) the number of any students in year 1 on its Māori-medium roll divided by 15; and

  • (ii) the number of any students in year 1 on its non-Māori-medium roll divided by 15; and

  • (iii) the number of any students in years 2 and 3 on its Māori-medium roll divided by 18; and

  • (iv) the number of any students in years 2 and 3 on its non-Māori-medium roll divided by 23; and

  • (v) the number of any students in years 4 to 8 on its Māori-medium roll divided by 18; and

  • (vi) the number of any students in years 4 to 8 on its non-Māori-medium roll divided by 29:

• (b) the sum of—

  • (i) the number of any students in years 9 and 10 on its Māori-medium roll divided by 20; and

  • (ii) the number of any students in years 9 and 10 on its non-Māori-medium roll divided by 23.5; and

  • (iii) the number of any year 11 students on its Māori-medium roll divided by 20; and

  • (iv) the number of any year 11 students on its non-Māori-medium roll divided by 23; and

  • (v) the number of any year 12 students on its Māori-medium roll divided by 18; and

  • (vi) the number of any year 12 students on its non-Māori-medium roll divided by 18; and

  • (vii) the number of any students of year 13 or above on its Māori-medium roll divided by 17; and

  • (viii) the number of any students of year 13 or above on its non-Māori-medium roll divided by 17:

• (c) if it has a secondary roll and that roll is 200 or less, the number obtained by—

  • (i) multiplying that roll by 0.0035; and

  • (ii) adding 0.5 to the resulting product; and

  • (iii) multiplying the resulting sum by the number of levels of full-time secondary students (to a maximum of 5) on its secondary roll:

• (d) if it has a secondary roll and that roll is greater than 200, the product of 1.2 and the number of levels of full-time secondary students (to a maximum of 5) on its secondary roll:

• (e) the quotient obtained by dividing its specialist instruction roll (if any) by 120.

(3) In this clause and clause 54, number of levels of full-time secondary students means the number of years from years 9 to 13 at which the number of students enrolled in that year is greater than 0, where the roll for year 13 is taken as the sum of the rolls for years 13 to 15.

(4) This clause is subject to clause 52.

(1) For a school with a primary roll of 176 or greater, if the sum referred to in clause 51(2)(a) is less than 7, the sum must be replaced by 7.

(2) For a school that has a primary roll that is less than 176, if the sum referred to in clause 51(2)(a) does not result in a quotient of 25 or smaller when the school’s primary roll is divided by the sum’s integer value, the sum must be increased to the first whole number that will ensure that the quotient so obtained is 25 or smaller.

(1) A school’s management time allowance (in FTTEs) is the sum obtained by adding each of the items in subclause (2) that apply to the school to the number in subclause (3) that applies to the school and, if the resulting sum is not exactly divisible by 0.1, rounding it down to 1 decimal place.

(2) The items are, in relation to a school,—

• (a) the product of 0.0003 and its weighted roll:

• (b) the product of 0.017 and the square root of its weighted roll.

(3) The number is,—

• (a) 0.2, if the school's roll is 28 or less; or

• (b) 0.3, if the school's roll is 29 or more but less than 61; or

• (c) 0.4, if the school's roll is 61 or more but less than 93; or

• (d) 0.5, if the school's roll is 93 or more but less than 124; or

• (e) 0.6, if the school's roll is 124 or more but less than 156; or

• (f) 0.7, if the school's roll is 156 or more but less than 187; or

• (g) 0.8, if the school's roll is 187 or more but less than 219; or

• (h) 0.9, if the school's roll is 219 or more but less than 250; or

• (i) 1.0, if the school's roll is 250 or more.

(4) For the purposes of the calculation in subclause (3), a restricted composite school’s roll is the sum of the number of students, if any, enrolled in years 7 to 10 at the school.

(1) The additional guidance allowance (in FTTEs) of a high school, area school, restricted composite school, or special school is, if its secondary roll is 200 or less, the number, correct to 1 decimal place, obtained by—

• (a) multiplying that roll by 0.00185; and

• (b) adding 0.08 to the resulting product; and

• (c) multiplying the resulting sum by the number of levels of full-time secondary students (to a maximum of 5) on its secondary roll.

(2) The additional guidance allowance (in FTTEs) of a high school, area school, restricted composite school, or special school is, if its secondary roll is greater than 200, the product, correct to 1 decimal place, of 0.45 and the number of levels of full-time secondary students (to a maximum of 5) on its secondary roll.

(3) In this clause, number of levels of full-time secondary students has the meaning given to it in clause 51(3).

(1) As soon as practicable after the commencement of this order, the Board of every primary school must give the Secretary, on a form provided by the Secretary for the purpose, written notice of—

• (a) the school’s actual roll and Māori-medium roll (in the Board’s opinion) as at 1 July 2008; and

• (b) the school’s likely roll and Māori-medium roll (in the Board’s opinion) as at 1 March 2009.

(2) As soon as practicable after the commencement of this order, the Board of every other school must give the Secretary, on a form provided by the Secretary for the purpose, written notice of the school’s likely roll and Māori-medium roll (in the Board’s opinion) as at 1 March 2009.

(1) As soon as practicable after the commencement of this order, the Secretary must give the Board of every school written notice of the rolls estimated for that school under subclause (2), (3), or (4) (as the case may be).

(2) The Secretary must estimate the roll and Māori-medium roll of every primary school as at 10 October 2009.

(3) The Secretary must estimate the roll and Māori-medium roll of every intermediate school, restricted composite school, high school, and special school as at 1 March 2009.

(4) The Secretary must, in relation to every area school,—

• (a) estimate the roll of the school by adding the Secretary’s estimate of the number of year 1 students as at 10 October 2009 and the number of year 2 to year 15 students as at 1 March 2009; and

• (b) estimate the Māori-medium roll of the school by adding the Secretary’s estimates of the number of year 1 Māori-medium students as at 10 October 2009 and the number of year 2 to year 15 Māori-medium students as at 1 March 2009.

(5) The Secretary must not estimate a school’s roll or Māori-medium roll under subclauses (2) to (4) without considering—

• (a) the notice, if any, given by the school under clause 55; and

• (b) all written evidence and argument the Board supplied with the notice.

As soon as practicable after 1 March 2009, the Board of every school must give the Secretary, on a form provided by the Secretary for the purpose, written notice of the school’s roll and Māori-medium roll as at 1 March 2009.

(1) This clause applies where the Secretary receives a notice under clause 57 from a Board before 11 March 2009.

(2) Where this clause applies, the Secretary must, as soon as practicable, take any steps he or she thinks fit to verify the numbers notified by the Board.

(3) If the Secretary is satisfied that the numbers notified are accurate, he or she must give the Board written notice that,—

• (a) for any school other than an area school, confirms those numbers as the rolls; or

• (b) for an area school, confirms those numbers, with the addition of eleven-twelfths of the number of year 1 students and year 1 Māori-medium students (rounded up to the next whole number if it is not already a whole number), as the rolls.

(4) If the Secretary is satisfied that the numbers notified are not accurate, at any time prior to 15 April 2009 he or she must give the Board written notice that—

• (a) states that he or she is satisfied that the numbers notified by the Board are not accurate; and

• (b) specifies his or her best estimate of the school’s roll and Māori-medium roll as at 1 March 2009; and

• (c) states that,—

  • (i) for any school other than an area school, that estimate will have effect as the school’s confirmed rolls; or

  • (ii) for an area school, that estimate, with the addition of eleven-twelfths of the number of year 1 students and year 1 Māori-medium students (rounded up to the next whole number if it is not already a whole number), will have effect as the school’s confirmed rolls.

(1) This clause applies where the Secretary does not receive a notice under clause 57 from a Board before 11 March 2009.

(2) Where this clause applies, the Secretary must, as soon as practicable, take any steps he or she thinks fit to ascertain the school’s roll and Māori-medium roll as at 1 March 2009.

(3) The Secretary must give the Board at any time prior to 15 April 2009 written notice that—

• (a) states that he or she did not receive a notice under clause 57 from the Board before 11 March 2009; and

• (b) specifies his or her best estimate of the school’s roll and Māori-medium roll as at 1 March 2009; and

• (c) states that,—

  • (i) for any school other than an area school, that estimate will have effect as the school’s confirmed rolls; or

  • (ii) for an area school, that estimate, with the addition of eleven-twelfths of the number of year 1 students and year 1 Māori-medium students (rounded up to the next whole number if it is not already a whole number), will have effect as the school’s confirmed rolls.

(1) As soon as practicable after 10 March 2009, the Secretary must give the Board of every primary school written notice of the roll and Māori-medium roll estimated for that school as at 10 October 2009.

(2) The Secretary’s estimate of the school’s 10 October 2009 roll must not be less than the number obtained by adding the non-Māori-medium roll component of its March rolls and eleven-twelfths of the number of year 1 students in that component (rounded up to the next whole number if it is not already a whole number).

(3) The Secretary’s estimate of the school’s 10 October 2009 Māori-medium roll must not be less than the number obtained by adding the non-Māori-medium roll component of its March rolls and eleven-twelfths of the number of year 1 students in that component (rounded up to the next whole number if it is not already a whole number).

(4) If the Secretary receives a notice under clause 57 from a primary school’s Board before 11 March 2009, he or she must not estimate the school’s roll or Māori-medium roll as at 10 October 2009 under subclauses (2) and (3) without considering that notice and all written evidence and argument the Board supplied with that notice.

A foreign student must not be included in any roll or special education list for the purposes of this order unless he or she is a student—

• (a) of a kind or description exempted (under a notice under section 4C of the Act having effect in 2008) from the payment of all the amount required by section 4B of the Act to be paid; or

• (b) in respect of whom all the amount required by section 4B of the Act to be paid has been or is to be paid by the Ministry of Foreign Affairs and Trade.

(1) Every part-time student enrolled or to be enrolled at a high school or area school must be treated as a fraction of a full-time student calculated, for each year level, by dividing by 20 the number of hours of tuition the student receives or is to receive in a normal week (a result for a year level that is not a whole number being increased, for that year level, to the next whole number).

(2) Clause 61 overrides subclause (1).

(1) A special school listed in any of Schedules 7 to 10 has any 1 or more of the following allowances and entitlements that apply to the school:

• (a) any special education staffing allowance calculated under clause 29:

• (b) any special education management allowance calculated under clause 30:

• (c) any beginning teacher allowance calculated under clause 32:

• (d) any overseas teacher time allowance calculated under clause 37:

• (e) any classroom release time allowance calculated under clause 38:

• (f) any attached unit allowance as shown in Schedule 6 opposite its name and the name of its attached unit in the appropriate columns of that schedule:

• (g) any entitlements arising from an entitlement transfer agreement.

(2) Except as provided in subclause (1) and in clauses 48 and 49, Parts 2 and 3 do not apply to a special school that is listed in any of Schedules 7 to 10.

The entitlement staffing, principal’s grade, and salary units of a school at a health camp specified in the first column of Schedule 7 are as specified opposite its name in the appropriate columns of that schedule.

The entitlement staffing, principal’s grade, and salary units of a school at a Child, Youth and Family residential centre specified in the first column of Schedule 8 are as specified opposite its name in the appropriate column of that schedule.

The entitlement staffing, principal’s grade, and salary units of a special residential school specified in the first column of Schedule 9 are as specified opposite its name in the appropriate column of that schedule.

(1) The entitlement staffing, principal’s grade, and salary units of a regional hospital and health school specified in the first column of Schedule 10 are as specified opposite its name in the appropriate column of that schedule.

(2) The additional salary units of a regional hospital and health school specified in the first column of Schedule 11 are as specified opposite its name in the second column of that schedule.

The Secretary may exempt a Board, in respect of a school it administers, from the limitations imposed by this order if there is a special reason for an exemption for the school, being a reason that applies only to the school or to some other schools, but not being a reason that applies to all other schools.

The Secretary may exempt a Board, in respect of a school it administers, from the limitations imposed by this order if the Minister has given consent to the Board under section 91F(b) of the Act.

(1) A Board may continue to employ any permanently appointed regular teacher who, following receipt of the Secretary’s notice of the school’s provisional rolls, has become supernumerary.

(2) This clause overrides clause 14(1) and (2).

(1) A Board may employ more permanently appointed regular teachers than is permitted under clause 14(1), and may employ more other regular teachers than is permitted under clause 14(2), if,—

• (a) at some other time during the 2009 school year, the Board has employed, or will employ, fewer regular teachers than the prescribed number; and

• (b) the employment of those teachers does not, at any time, cause the number of regular teachers employed by the Board at the school to exceed by more than 10% the number of FTTEs that the Board is entitled to employ at the school under clause 14(1) or (2); and

• (c) the net effect during the 2009 school year of employing the additional teachers does not result in the school’s Board employing regular teachers representing a greater number of FTTEs than it is entitled to employ over that school year.

(2) This clause overrides clause 14(1) and (2).

(1) The Secretary may notify a Board, in writing, that clause 71 does not apply to it if the circumstances in subclause (2) exist.

(2) The circumstances are that, contrary to clause 71, the Board employs a regular teacher whose employment causes the number of regular teachers employed at the school to exceed by more than 10% the number of FTTEs that the Board is entitled to employ at the school.

(3) Clause 71 does not apply to a Board that receives a notice under subclause (1) from the date of receipt of the notice until the date on which the notice ceases to apply in accordance with subclause (4).

(4) A notice under subclause (1) applies from the date on which it is received by the Board until the date on which the number of regular teachers employed by the Board at the school during the year up to that date equals the number of FTTEs that the Board was entitled to employ at the school under clause 14(1) or (2) during that period.

(1) If the circumstances in subclause (2) exist, a Board is exempted until 31 March 2009 from the limitations imposed by clause 14 in respect of any surplus as if the exemption were an exemption calculated under clause 71.

(2) The circumstances are that the Board employed fewer regular teachers at the school during the 2008 school year than equated to the number of FTTEs that the Board was entitled to employ under a provision set out in clause 14 of the Education (2008 School Staffing) Order 2007.

(3) In this clause, surplus means a positive number that is obtained by subtracting the number of FTTEs that the Board employed at a school during the 2008 school year from the number it was entitled to employ at the school under clause 14 of the Education (2008 School Staffing) Order 2007.

The Secretary may exempt a Board, in respect of a school it administers, from the limitations imposed by this order if there has been an unusual increase in the number of students enrolled at the school.

The Secretary may exempt a Board, in respect of a school it administers, from the limitations imposed by this order if the Secretary considers that the school needs a long-term training course allowance of up to 1 FTTE for each teacher absent on a long-term training course.

(1) The Secretary may exempt a Board, in respect of a school it administers, from the limitations imposed by this order in any 1 or more of the following circumstances:

• (a) students enrolled at the school or at other schools have particular educational needs that can and should be met by the employment of 1 or more resource teachers: learning and behaviour:

• (b) students enrolled at the school have particular educational needs that can and should be met by the employment of 1 or more resource teachers: literacy or resource teachers: literacy (Māori):

• (c) students enrolled at the school have particular educational needs that can and should be met by the employment of 1 or more resource teachers: Māori.

(2) The maximum number of FTTEs in respect of which the Secretary may grant an exemption under subclause (1) (on a national basis and across all state schools of any type) is,—

• (a) in respect of resource teachers: learning and behaviour, the number obtained by dividing the total number of year 1 to year 10 students enrolled at state schools by 750:

• (b) in respect of resource teachers: literacy (which includes resource teachers: literacy (Māori)), 121:

• (c) in respect of resource teachers: Māori, 53.

(1) The Secretary may exempt a Board, in respect of a school it administers, from the limitations imposed by this order if either or both of the following circumstances exist:

• (a) the students enrolled at the school have particular educational needs that can and should be met by the employment of 1 or more supplementary learning support teachers, each of whom is employed as a supplementary learning support teacher for 0.6 of an FTTE or more:

• (b) students enrolled at another school, or at other schools, in the area have particular needs that can and should be met by the appointment of 1 or more supplementary learning support teachers, each of whom is employed as a supplementary learning support teacher for 0.6 of an FTTE or more, and the school administered by the Board provides a base from which the supplementary learning support teacher or teachers can serve the other school or schools.

(2) The sum of the following (on a national basis across all state schools of any type) must not exceed 150:

• (a) the number of FTTEs in respect of which the Secretary grants exemptions for supplementary learning support teachers, under subclause (1); and

• (b) the total staffing (in FTTEs) for the supplementary learning support time allowance calculated under clause 31.

The Secretary may exempt a Board, in respect of a school it administers, from the limitations imposed by this order, if the exemption is necessary to preserve the continued employment of any permanently appointed regular teacher employed by the Board immediately before 1 January 2009 who is for the time being supernumerary, having been declared surplus by virtue of amalgamation, merger, change of status, closure, or a fall in the roll of the school.

(1) The Secretary may exempt the Board of a primary or area school, in respect of a school it administers, from the limitations imposed by this order if any 1 or more of the following circumstances exist:

• (a) the school participates in the training of reading recovery teachers:

• (b) because of the size or location of the school, the students of the school need to have a reading recovery teacher based at the school:

• (c) the school provides a base from which its reading recovery teacher can serve both that school and other schools in the area.

(2) The maximum number of FTTEs in respect of which an exemption under subclause (1) may be granted (on a national basis and across all primary and area schools) is 260.

The Secretary may exempt a Board, in respect of a normal or model school it administers, from the limitations imposed by this order to ensure that the school is able—

• (a) to recruit and retain sufficient skilled and experienced teachers to carry out the special functions of normal and model schools; and

• (b) to carry out the extra work required by the performance of those functions.

The Secretary may exempt a Board, in respect of a high school or an area school it administers, from the limitations imposed by this order if the Secretary believes that—

• (a) the school’s staffing has been (or, but for the exemption, would be) affected by a fall in its roll; and

• (b) it is desirable to grant an exemption (sufficient to restore the school’s staffing to its 2008 level or some lower level) in order to protect a specified programme of instruction, the continued provision of which would otherwise be at risk.

The Secretary may exempt a Board, in respect of a high school it administers, from the limitations imposed by this order if the Secretary believes that—

• (a) the school’s entitlement to an associate principal has been (or, but for the exemption, would be) affected by a reorganisation, change in attendance, closure, amalgamation, or change in class of the school; and

• (b) it is desirable to exempt the Board from the limitation in order to preserve the position.

The Secretary may exempt the Boards of Kelston Deaf Education Centre and Van Asch Deaf Education Centre from the limitations relating to staffing entitlements and salary units imposed by this order to the extent specified in Schedule 12.

The Secretary may exempt the Board of BLENNZ from the limitations imposed by this order if the students at the school have particular educational needs that can and should be met by the employment of not more than 50 resource teachers: vision.

The Education (2007 School Staffing) Order 2006 (SR 2006/225) is revoked.