Collection

Academies: funding, payments and compliance

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

Published 11 March 2014
Last updated 22 March 2019 — see all updates

• From: Education and Skills Funding Agency

General information

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

1. Academies planning calendar
   • 9 July 2018
   • Guidance

Academies governance and financial assurance

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

1. Academies Financial Handbook
   • 9 June 2018
   • Guidance
2. Academies financial assurance
   • 24 November 2016
   • Guidance
3. Academies financial returns
   • 15 March 2019
   • Guidance
4. Academies severance payments
   • 17 March 2017
   • Guidance
5. Academies finance and assurance steering group terms of reference
   • 2 August 2018
   • Transparency data
6. Understanding your data: a guide for school governors and academy trustees
   • 6 March 2019
   • Guidance
7. Academy trusts: themes arising from ESFA's assurance work
   • 4 March 2019
   • Guidance
8. Academy trust financial management good practice guides
   • 1 March 2019
   • Guidance
9. Related party transactions: information for academy trusts
   • 22 March 2019
   • Guidance

Academies funding and payments

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

1. Academies revenue funding allocations
   • 12 February 2019
   • Guidance
2. Revenue funding: payments to academies
   • 4 September 2018
   • Guidance
3. Academy national non-domestic rates (NNDR) claims
   • 10 September 2018
   • Guidance

Academies risk protection arrangement (RPA)

1. Risk protection arrangement for academies: join and get support
   • 22 March 2019
   • Guidance

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.

1. Academy admissions
   • 4 February 2019
   • Guidance
2. Setting up an academies complaints procedure
   • 27 January 2015
   • Guidance
3. Academies: making significant changes or closure by agreement
   • 13 November 2018
   • Guidance
4. Providing and updating academy trust governance contacts
   • 9 May 2018
   • Guidance

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.

1. Academies: information for new academies
   • 12 March 2019
   • Guidance
2. Academy trusts: information for new trusts
   • 5 March 2019
   • Guidance

Academies capital funding

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

1. Capital funding for multi-academy trusts (MATs)
   • 13 March 2019
   • Guidance
2. Condition Improvement Fund
   • 14 December 2018
   • Guidance
3. Academy property transactions
   • 11 March 2014
   • Guidance

Published 11 March 2014
Last updated 22 March 2019 + show all updates

1. 22 March 2019 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
2. 20 June 2014 Added additional funding and compliance items.
3. 8 April 2014 Added academies risk protection arrangement to the collection.
4. 11 March 2014 First published.