Collection

Academies: compliance, funding and payments

Information to help open academies and academy trusts comply with their funding agreement and understand their funding and payments.

General information

Information to help academies and academy trusts with business-cycle planning.

  1. Academies planning calendar

Academies financial management and governance

Information to help academies understand and comply with their financial management and governance requirements.

Academies financial returns

  1. Academies Accounts Direction
  2. Academies accounts return
  3. Academies budget forecast returns
  4. Academies land and buildings collection tool
  5. School resource management self-assessment tool
  6. Academies chart of accounts
  7. Academies financial returns

Support for academy trusts

Academies funding and payments

Information to help academies how much funding they will receive and when payments are made.

Academies compliance

Information to help academies comply with other aspects of their funding agreements. Reports, letters and notices to improve are in a separate collection.

New academies information

This section contains information for new academies to help them understand the role of Education Funding Agency and what is expected from academies.

Academies capital funding

Information about capital funding including the Condition Improvement Fund (CIF).

  1. Capital funding for multi-academy trusts (MATs)
  2. Condition Improvement Fund
  3. Academy property transactions
Published 11 March 2014
Last updated 19 February 2020 + show all updates
  1. Updated to add a link to the new "view my financial insights" service for academy trusts.

  2. Updated to add more content.

  3. Added four documents to the collection: Academy trusts: themes arising from ESFA's assurance work; Academy trust financial management good practice guides; Academy trusts: information for new trusts; Related party transactions: information for academy trusts

  4. Added additional funding and compliance items.

  5. Added academies risk protection arrangement to the collection.

  6. First published.