Academies budget forecast: validation tests

This document shows the tests, thresholds and standard questions EFA uses in validating academy trusts’ budget forecast returns.



The Education Funding Agency (EFA) needs to validate the information in academy trusts’ 2015 to 2016 budget forecast returns before consolidating them into its annual accounts.

The budget forecast return online form applies a series of validation tests to academy trusts’ forecasts to identify any errors.

If a validation fails, or raises a query, then the trust will be asked to clarify details in a final section of the form.

The tests published on this page are designed to:

  • check that the data quality is sufficient to enable EFA to process your return
  • identify returns that fall outside the normal range, which may indicate an error in inputting the data

The document is available in open document spreadsheet format and in Microsoft Excel.

Published 14 July 2015