School and academy financial management and assurance

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

Services

  1. Academy bank details form

    Forms for academies to use to notify the Education Funding Agency of their bank account details or any changes to their bank details.

  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.

  1. Academies severance payments form

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

  2. 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 Financial Handbook
  2. Academies Accounts Direction
  3. Academies budget forecast return
  1. School resource management: top 10 planning checks for governors

    • Detailed guide
    • Department for Education
  2. Compare your school's budget: financial benchmarking

    • Detailed guide
    • Department for Education
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News and communications

  1. Letter from Lord Theodore Agnew to academy trust auditors

    • Education and Skills Funding Agency
    • Correspondence
  2. Financial notice to improve: Perry Beeches The Academy Trust

    • Education and Skills Funding Agency
    • Notice
  3. ESFA Update: 13 June 2018

    • Education and Skills Funding Agency
    • Correspondence
  4. Letters to academy trusts about levels of executive pay

    • Education and Skills Funding Agency
    • Correspondence
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Policy and engagement

  1. Risk protection arrangement (RPA) actuarial analysis

    • Department for Education
    • Independent report
  2. Academy saves £800,000 and improves student outcomes

    • Closed organisation: Education Funding Agency
    • Case study
  3. Sharing support staff across schools in a multi-academy trust

    • Closed organisation: Education Funding Agency
    • Case study
  4. Curriculum-led budget planning puts pupil outcomes first

    • Closed organisation: Education Funding Agency
    • Case study
  5. Strategic deployment of staff makes school more efficient

    • Closed organisation: Education Funding Agency
    • Case study
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Transparency

  1. Financial management and governance review: Silver Birch Academy Trust

    • Education and Skills Funding Agency
    • Transparency
  2. Income and expenditure in academies in England: 2015 to 2016

    • Department for Education
    • Official statistics
  3. Strategic school improvement fund: evaluation of round one

    • Department for Education
    • Research
  4. Academies finance and assurance steering group terms of reference

    • Education and Skills Funding Agency
    • Transparency
  5. Financial management and governance review: Enquire Learning Trust

    • Education and Skills Funding Agency
    • Transparency
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