Providing strategic support to schools
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 | 104.46 KB | Word document |
| Children's Centre Financial Procedures | 603.86 KB | |
| Copyright Factsheet 2016-17 | 242.84 KB | |
| Financial Procedures Manual for Schools | 1.85 MB | |
| Financial Procedures Manual for Schools | 520.26 KB | Word document |
| INTAL048 Fraudulent Payment Request | 80.41 KB | |
| INTAL049 Unsolicited Invoice | 128.93 KB | |
| Scheme for Financing Schools | 994.75 KB | |
| Whistleblowing Policy | 116.2 KB |
Banking
| Title | Download size | Download type |
|---|---|---|
| Bankline Request Application | 102.08 KB | |
| NatWest Account Opening Form | 2.42 MB | |
| NatWest Additional Card Holder Application Form | 2.17 MB | |
| NatWest Change of Address | 43.93 KB | |
| NatWest Change of Signing Authority - Education | 55.82 KB | |
| Open Credit Facility Application 2018/19 | 48.04 KB | |
| Sample GPC Transaction Log | 36 KB | Excel spreadsheet |
School Business Managers Forum - 21 November 2023
| Title | Download size | Download type |
|---|---|---|
| 01 Schools Business Managers Forum Agenda | 583.36 KB | |
| 02 Hackney HR Updates | 308.63 KB | |
| 03 CPD Needs in Schools | 121.94 KB | |
| 04 Audit and Anti Fraud Updates | 392.75 KB | |
| 05 UFSM and Procurement | 380.07 KB | |
| 06 School Census Funding and Hackney Provider Portal | 498.14 KB | |
| 07 Services for Schools Updates | 309.65 KB | |
| 08 Health and Safety in Schools | 423.79 KB | |
| 09 Schools Energy Updates | 530.57 KB |
Funding
| Title | Download size | Download type |
|---|---|---|
| (1) 2023-24 Indicative Budgets Mainstream Schools | 145.1 KB | Excel spreadsheet |
| (2) 2022-23 Final Budgets Mainstream Schools | 349.48 KB | Excel spreadsheet |
| (3) Opening Access Education Budgeting Tool for Hackney Schools | 247.18 KB |
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 | 38.85 KB | Excel spreadsheet |
| Electronic Reporting Quick Guide for Schools | 240.02 KB | Word document |
| Electronic Returns Utility Spreadsheet - Schools Guidance | 870.24 KB | |
| Key Financial Tasks Timetable | 42 KB | Excel spreadsheet |
| School Fund Transaction Template | 39.07 KB | Excel spreadsheet |
| Schools Half Yearly Leases Return 2015-16 | 15.47 KB | Excel spreadsheet |
| Schools Leases Guidance | 52 KB | Word document |
| Self Employed Status Guide | 238.7 KB | |
| Self Employed Status Quick Guide | 385.23 KB | |
| Taxi Use Guidance | 703.49 KB | |
| VA Schools VAT Guidance | 184.56 KB | |
| VAT Monthly Procedures | 529.56 KB | |
| VAT Reconciliation - HE | 67.57 KB | Excel spreadsheet |
| VAT Reconciliation Template | 14.46 KB | Excel spreadsheet |
| VAT Tips | 253.7 KB | Word document |
| VAT Tracker | 18.71 KB | Excel spreadsheet |
Systems
| Title | Download size | Download type |
|---|---|---|
| Annual FMS Pre Year End System Check | 237.69 KB | Word document |
| Internal Control Evaluation | 236.99 KB | Word document |
| SFVS Additional Resources | 82.76 KB | Word document |
| SFVS Checklist | 47.02 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 |
| School Year End Template | 85.8 KB | Excel spreadsheet |
| Surplus Deficit Plan Template - Update | 15.84 KB | Excel spreadsheet |
| Year End Closing - Guidance for Schools | 325.67 KB | Word document |
Contacts
Jessica Rolle, Finance Administrative Assistant
Telephone
020 8820 7623