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Statutory Instruments of the Scottish Parliament


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2004 No. 273

EDUCATION

The Education Maintenance Allowances (Scotland) Regulations 2004

  Made 8th June 2004 
  Laid before the Scottish Parliament 10th June 2004 
  Coming into force 2nd July 2004 

The Scottish Ministers, in exercise of the powers conferred on them by section 73(f) of the Education (Scotland) Act 1980[1] and of all other powers enabling them in that behalf, hereby make the following Regulations:

Citation and commencement
     1. These Regulations may be cited as the Education Maintenance Allowances (Scotland) Regulations 2004 and shall come into force on 2nd July 2004.

Interpretation
    
2.  - (1) In these Regulations-

    (2) In these Regulations, except where the context otherwise requires, any reference-

Exercise of power to grant an education maintenance allowance
     3.  - (1) Subject to paragraphs (3) and (4), the Scottish Ministers may pay an education maintenance allowance in accordance with section 73(f) of the Act and these Regulations to any person undertaking a course of education in Scotland who-

    (2) Schedule 2 shall have effect as regards determining whether a person is to be treated, for the purposes of Schedule 1, as being, or having been, ordinarily resident in a place at or for a particular time.

    (3) The Scottish Ministers shall not pay an education maintenance allowance to a person described in paragraph 7 of Schedule 1 if that person has attained the age of 18 years.

    (4) The Scottish Ministers shall not pay an education maintenance allowance to any person who attained the age of 16 years prior to 1st March 2004.

Amount of education maintenance allowances
    
4.  - (1) The amount of an education maintenance allowance shall be determined by the Scottish Ministers and may include sums in respect of the maintenance of the holder during periods of full-time study excluding vacations.

    (2) In determining the amount of an education maintenance allowance, the Scottish Ministers may take account of the sums, if any, which in their opinion the holder of the education maintenance allowance, the holder's parents and the holder's spouse can reasonably be expected to contribute towards the holder's expenses.

    (3) The amount of an education maintenance allowance may be revised at any time if the Scottish Ministers think fit having regard to-

    (4) In paragraphs (2) and (3) above 'holder's spouse' shall, where the Scottish Ministers consider it appropriate, include the other member of a couple who are not married to each other but who are living together as husband and wife.

Conditions of education maintenance allowance
    
5.  - (1) Every education maintenance allowance shall be held subject to the following conditions-

    (2) If the conditions specified in paragraph (1) are not complied with or if the holder receives from any other source any sum which, in the opinion of the Scottish Ministers, makes it unnecessary for the holder to be assisted by means of an education maintenance allowance, the Scottish Ministers may suspend payment of the education maintenance allowance or terminate the education maintenance allowance.

    (3) It shall be a condition of payment of an education maintenance allowance that the applicant gives a written undertaking to pay to the Scottish Ministers any amount of which they may request repayment in the circumstances specified in paragraph (4).

    (4) Where the Scottish Ministers are satisfied that there has been an overpayment of education maintenance allowance for any reason and request repayment of the overpayment or so much thereof as they think fit, the holder of the education maintenance allowance shall be obliged to pay to the Scottish Ministers the amount requested.



JAMES R WALLACE

A member of the Scottish Executive

St Andrew's House, Edinburgh
8th June 2004



SCHEDULE 1
Regulation 3(1)


PERSONS ELIGIBLE FOR EDUCATION MAINTENANCE ALLOWANCES


     1. A person who-

     2. A person who is an EEA migrant worker who-

     3. A person who is the spouse of an EEA migrant worker and who-

     4. A person who is the child of an EEA migrant worker and who-

     5. A person who-

     6. A person who-

     7. A person who-

     8.  - (1) Subject to sub paragraph (2), a person to whom, or in respect of whom, an education maintenance allowance has been paid in accordance with these Regulations within the year immediately preceding the first day of the academic year of the course for which that person is currently seeking an education maintenance allowance, provided that the current application will not result in such a person being awarded an education maintenance allowance for more than 3 years.

    (2) Sub paragraph (1) shall not preclude the payment of the monetary value of 3 years education maintenance allowance over a period of 4 years.



SCHEDULE 2
Regulation 3(2)


ORDINARY RESIDENCE


     1. For the purposes of paragraph 1(a) of Schedule 1-

     2.  - (1) Sub-paragraphs (2) and (3) below shall apply in determining, for the purposes of paragraphs 1(b), 2(b), 3(a), 4(b), 6(a)(iii) and 7(a) of Schedule 1, whether a person is to be treated as having been or not having been ordinarily resident for the period specified in those paragraphs (in this paragraph, "the specified period") in either the United Kingdom and Islands or the European Economic Area (in this paragraph, "the relevant area").

    (2) A person shall not be treated as having been ordinarily resident in the relevant area for the specified period if the Scottish Ministers are satisfied that he or she was resident therein for any part of that period wholly or mainly for the purpose of receiving full-time education.

    (3) A person shall be treated as having been "ordinarily resident" in the relevant area for the specified period if the Scottish Ministers are satisfied that-

    (4) In paragraph 2(3)(a)(i), an "independent person" means a person who prior to the qualifying date-



EXPLANATORY NOTE

(This note is not part of the Regulations)


These Regulations regulate the exercise by the Scottish Ministers of their powers under section 73(f) of the Education (Scotland) Act 1980 to pay education maintenance allowances to persons aged 16 to 19 who are attending courses of education. They prescribe that education maintenance allowances may only be paid to persons who fulfil certain criteria as to eligibility and they prescribe the conditions and requirements subject to which such education maintenance allowances may be paid.

The eligibility criteria are detailed in regulation 3 and Schedule 1. Schedule 1 lists the eligibility criteria for different categories of persons, including persons ordinarily resident in the United Kingdom, EEA migrant workers, their spouses and children, refugees, their spouses and children and persons with leave to enter or remain in the United Kingdom. Paragraph 7 of Schedule 1 has a further category of eligible persons, being those people who are granted temporary protection. This category is included in these Regulations to fulfil the requirements of Council Directive 2001/55/EC on minimum standards for giving temporary protection in the event of a mass influx of displaced persons and on measures promoting a balance of efforts between member States in receiving such persons and bearing the consequences thereof (O.J. No. L 212, 20.7.01, p.12.).

Regulation 4 provides that the amount of an education maintenance allowance is to be determined by the Scottish Ministers and specifies matters to be taken in to account in making that determination. Regulation 5 specifies conditions on which education maintenance allowances are to be held. Schedule 2 makes provision as to when a person is to be treated as "ordinarily resident".


Notes:

[1] 1980 c.44. Section 73(f) was amended by the Education (Graduate Endowment and Student Support) (Scotland) Act 2001 (asp 6), section 3(2). The functions of the Secretary of State were transferred to the Scottish Ministers by virtue of section 53 of the Scotland Act 1998 (c.46).back

[2] Cmnd. 2073.back

[3] Cmnd .2183.back

[4] O.J. No. L 257, 19.10.68, p.2 (O.J./S.E. 1968 (II), p.475), amended by Council Regulation (EEC) No. 2434/92 (O.J. No. L 245, 26.8.92, p.1).back

[5] Cmnd. 9171.back

[6] Cmnd. 3906. (Out of Print: photocopies are available free from the Students Awards Agency for Scotland, Gyleview House, 3 Redheughs Rigg, Edinburgh EH12 9HH.back

[7] O.J. No. L 212, 20.7.01, p.12.back

[8] 1971 c.77; amended by the British Nationality Act 1981 (c.61), section 39 and Schedule 4, the Immigration Act 1988 (c.14), sections 1, 3, 4, 6 and 10 and the Schedule, the Asylum and Immigration Appeals Act 1993 (c.23), sections 10 to 12, the Immigration and Asylum Act 1999 (c.33), sections 1 to 3, 7, 8, 18, 19, 28 to 30, 38, 54, 128 to 140, 165 and Schedule 16, the Adoption (Intercountry Aspects) Act 1999 (c.40), Schedule 2 and the Nationality Immigration and Asylum Act 2002 (c.41), sections 10, 58, 62 to 64, 73, 75, 118, 119, 121, 143, 144, 148 to 156, 158 and Schedule 9.back



ISBN 0 11069162 8


  © Crown copyright 2004

Prepared 22 June 2004


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