Calculating operational funding: The resourcing roll

New entrant adjustment and factor

The resourcing roll for primary and composite schools includes a new entrant adjustment. This adjustment applies a new entrant factor to the year 1 roll with the result rounded up to the nearest whole number. This calculation is used to estimate the number of new entrants likely to enrol between the date of the roll being used and 10 October. This means that:

  • Where a March roll is used a new entrant factor of eleven-twelfths is applied rounded up to the nearest whole number.
  • Where a July roll is used a new entrant factor of five-eighteenths is applied rounded up to the nearest whole number.

Year 1-8 students

The following table shows the resourcing roll used for operational funding calculations for year 1- 8 students only:

Operational funding calculation Roll used in the calculation is the…
Initial operational funding entitlement provisional resourcing roll including a new entrant adjustment.
1 January instalment provisional resourcing roll including a new entrant adjustment
1 April instalment If the school’s roll return: then the roll used is the:
arrives at the Ministry by the date in March specified on the roll count form 1 March actual roll including a new entrant adjustment.
  Note: a technology provider’s April instalment will be calculated using the provisional resourcing roll if any of their client schools submit their actual roll returns after the date specified on the roll count form.
1 July instalment greater of 1 March actual roll (including a new entrant adjustment) or the school’s latest resourcing roll.
1 October instalment 1 July actual roll including a new entrant adjustment.

Year 9-13 students

The following table shows the resourcing roll used for operational funding calculations for year 9-13 students

Operational funding calculation Roll used in the calculation is the…
Initial operational funding entitlement provisional resourcing roll (a new entrant adjustment is applied for area schools).
1 January instalment provisional resourcing roll (a new entrant adjustment is applied for area schools).
1 April instalment If the school’s roll return… then the roll used is the…
arrives at the Ministry
by the date in March specified on the roll count form
1 March actual roll
arrives at the Ministry after the date specified on the roll count form resourcing roll used to calculate the January instalment.
1 July instalment 1 June actual roll  
1 October 1 September actual roll  


Content last updated: 20 October 2011