School and academy financial management and assurance

Reporting for academies and local authorities, school procurement, risk protection arrangement (RPA), payments and compliance


  1. Academies severance payments form

    EFA form for academy trusts to seek prior approval for non-contractual payments of or over £50,000.

  2. School procurement: expression of interest form

    This document includes a blank expression of interest (EOI) form that schools can use to send to suppliers of goods and services.

  3. Alternative provision free school financial template

    A tool to help alternative provision (AP) free schools plan their budget.

  4. Register as a schools financial health checks supplier

    Register to be added to the directory of schools financial health checks suppliers.

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Guidance and regulation

  1. Academies accounts return
  2. Academies Financial Handbook
  3. Academies Accounts Direction
  4. ESFA Update: 5 December 2018
  5. Buying for schools
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News and communications

  1. ESFA Update: 28 November 2018
  2. ESFA Update: 21 November 2018
  3. ESFA Update: 14 November 2018
  4. ESFA Update: 7 November 2018
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Research and statistics

  1. Academies LGPS pension arrangements
  2. Academy trusts with a revenue surplus or deficit: 2016 to 2017
  3. Academy transfers and funding England financial year 2017 to 2018
  4. Risk protection arrangement (RPA) actuarial analysis
  5. Income and expenditure in academies in England: 2015 to 2016
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Policy papers and consultations

  1. Academy saves £800,000 and improves student outcomes
  2. Sharing support staff across schools in a multi-academy trust
  3. Curriculum-led budget planning puts pupil outcomes first
  4. Strategic deployment of staff makes school more efficient
  5. Risk protection arrangement (RPA) for academies
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Transparency and freedom of information releases

  1. Financial management and governance review: Stratton Education Trust
  2. Financial management and governance reviews: Wakefield City Academies Trust
  3. Investigation report: Education for the 21st Century
  4. Academies consolidated annual report and accounts: 2016 to 2017
  5. Academy trusts: late financial returns 2017 to 2018
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