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Schools finance

Providing strategic support to schools

The Schools Finance Support Team delivers strategic support to schools by offering a comprehensive financial management, support and advice service. As part of that service, the resources on this page are being provided to our schools to guide them through the regulatory requirements for financial management.

While the resources target schools financial personnel, headteachers and governors, they may also be useful to other interested stakeholders.

Schools Finance Team

Title Download size Download type
Schools Finance Team 60.51 KB Powerpoint

Manuals and reference documents

Title Download size Download type
CFR Guidance 106.38 KB Word document
Children's Centre Financial Procedures 603.86 KB PDF
Copyright Factsheet 2016-17 242.84 KB PDF
Financial Procedures Manual for Schools 1.86 MB PDF
Financial Procedures Manual for Schools 597.71 KB Word document
INTAL048 Fraudulent Payment Request 80.41 KB PDF
INTAL049 Unsolicited Invoice 128.93 KB PDF
Scheme for Financing Schools 994.75 KB PDF
Whistleblowing Policy 25.84 KB Word document

Banking

Title Download size Download type
Bankline Request Application 102.08 KB PDF
NatWest Account Opening Form 2.42 MB PDF
NatWest Additional Card Holder Application Form 2.17 MB PDF
NatWest Change of Address 43.93 KB PDF
NatWest Change of Signing Authority - Education 55.82 KB PDF
Open Credit Facility Application 2018/19 48.04 KB PDF
Sample GPC Transaction Log 36 KB Excel spreadsheet

School Business Managers Forum September 2021

Title Download size Download type
00 Forum Agenda - 24 September 2021 579.89 KB PDF
01 Human Resources updates 617.55 KB PDF
02 Hackney Local Government Pension Scheme 1.18 MB PDF
03 Hackney School Procurement Update 674.58 KB PDF
04 Hackney Health & Safety Compliance 293.74 KB PDF

Funding

Title Download size Download type
(1) 2022-23 Final Budgets Mainstream Schools 349.48 KB Excel spreadsheet
(1) 2022-23 Indicative Budgets Mainstream Schools 347.57 KB Excel spreadsheet
(2) 2021-22 Budget and Grants Allocations and Payments to date 629.6 KB Excel spreadsheet
(2) 2021-22 Final Budgets Mainstream Schools 164.05 KB Excel spreadsheet
(3) 2020-21 Budget Letter (Mainstream Schools) 288.44 KB PDF
(3) 2020-21 Mainstream Schools Budget Sheet 174.87 KB Excel spreadsheet
(3) Opening Access Education Budgeting Tool for Hackney Schools 247.18 KB PDF

Additional information

  • Free School Meals Supplementary Grant - conditions of grant for 2018-19
  • Teachers' Pay Grant - teachers' pay grant 2020-21
  • Teachers' Pension Grant - teachers' pension grant 2020-21
  • PE and Sport Premium Allocations - conditions of grant for 2019-2020
  • Pupil Premium Grant - conditions of grant for 2019-20
  • Pupil Premium - funding and accountability for schools
  • UIFSM - conditions of grant for 2019-20

Maternity and sickness

  • Find out more about sickness and maternity insurance

Monitoring

Title Download size Download type
Budget Monitoring Template for Schools 39.14 KB Excel spreadsheet
Key Financial Tasks Timetable for Schools 41.5 KB Excel spreadsheet
School Fund Transaction Template 39.07 KB Excel spreadsheet
Schools Guidance in Using Electronic Returns Utility Spreadsheet 688.53 KB PDF
Schools Half Yearly Leases Return 2015-16 15.47 KB Excel spreadsheet
Schools Leases Guidance 52 KB Word document
Self Employment Status Guide 191 KB Word document
Self Employment Status, Quick Guide 110.5 KB Word document
Taxi Use Guidance 248.67 KB Word document
VA Schools VAT Guidance 184.56 KB PDF
VAT Monthly Procedures 413.51 KB PDF
VAT Reconciliation - HE 67.57 KB Excel spreadsheet
VAT Reconciliation Template 14.74 KB Excel spreadsheet
VAT Tips 271.13 KB Word document
VAT Tracker 18.71 KB Excel spreadsheet

Systems

Title Download size Download type
Annual FMS Pre Year End System Check Guidance 240.12 KB Word document
Electronic Reporting Quick Guide for Schools 240.49 KB Word document
Internal Control Evaluation 246.6 KB Word document
Monthly Reporting Procedure Notes 7.79 MB Word document
SFVS Additional Resources Guidance (March 2016) 79.03 KB Word document
SFVS Assessment Form 2016-17 (Dfe March 2016) 69.32 KB Word document
SFVS Support Notes (March 2016) 547.25 KB PDF
Summary of Audit Recommendations 29.35 KB Word document

Year end and budgeting

Title Download size Download type
Deficit Recovery Plan Template 46.5 KB Excel spreadsheet
Mid-Year Forecast Statement 33.91 KB Excel spreadsheet
SBM meeting - 4 March 2022 205.68 KB PDF
School Year End Template 84.69 KB Excel spreadsheet
Surplus Deficit Plan Template - Update 15.84 KB Excel spreadsheet
Year End Closing - Guidance for Schools 425.13 KB PDF

Contacts

Schools Finance Team

Telephone
020 8820 7623
Email
schools.finance@hackney.gov.uk

Ophelia Carter, Head of Schools Finance

Telephone
020 8820 7457
Email
ophelia.carter@hackney.gov.uk

Yukon Chow, Business Analyst

Telephone
020 8820 7451
Email
yukon.chow@hackney.gov.uk

Asha Tailor, Peripatetic School Bursar

Telephone
020 8820 7314
Email
asha.tailor@hackney.gov.uk

Jessica Rolle, Finance Administrative Assistant

Telephone
020 8820 7623
Email
jessica.rolle@hackney.gov.uk

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