Guidance and regulation

This self-assessment checklist helps academy trusts check they are managing resources effectively and identify any adjustments they need to make.

• From: Department for Education
• Updated: 8 March 2024

How schools can use ICFP to create the best curriculum for pupils with available funding.

• From: Department for Education
• Updated: 20 July 2022

Use a Department for Education (DfE) approved framework agreement to help you buy goods and services for your school.

• From: Department for Education
• Updated: 1 September 2023

Financial data structure and guide for automating academy trust financial returns.

• From: Education and Skills Funding Agency
• Updated: 16 April 2024

Digital form for organisations and individuals to notify the Department for Education (DfE) of their bank account and payment details.

• From: Department for Education
• Updated: 12 April 2024

Information outlining good practice in academy trust financial management and assurance.

• From: Education and Skills Funding Agency
• Updated: 24 April 2024

Resources to help you buy goods and services for your school, get better value and be compliant with procurement regulations.

• From: Department for Education
• Updated: 18 January 2024

Guidance for the view my financial insights (VMFI) tool which provides users with insights into the financial position and performance of schools.

• From: Education and Skills Funding Agency
• Updated: 17 August 2023

Steps SMEs can take when bidding for government contracts so they can compete with larger companies.

• From: Cabinet Office and 1 others
• Updated: 23 March 2023

Information for academy trusts to complete their accounts return.

• From: Education and Skills Funding Agency
• Updated: 31 January 2024

Information about the SRMA programme and the hands-on support and tailored advice available to schools, academy trusts and local authorities.

• From: Education and Skills Funding Agency
• Updated: 6 February 2024

School and academy governors can explore these questions to help schools manage their resources and money efficiently.

• From: Department for Education
• Updated: 9 May 2018

Guidance for academy trusts, external auditors and reporting accountants on preparing, auditing and submitting an academy trust's annual financial statements.

• From: Education and Skills Funding Agency
• Updated: 27 March 2024

A framework to help schools to collect information about their income and expenditure.

• From: Education and Skills Funding Agency
• Updated: 3 April 2024

Benchmark your income and expenditure against another school or trust.

• From: Department for Education
• Updated: 23 March 2021

A planner showing key dates for payments, publications and academy actions, for the 2023 to 2024 academic year.

• From: Education and Skills Funding Agency
• Updated: 1 September 2023

Information to help academy trusts submit their budget forecast return to the Education and Skills Funding Agency.

• From: Education and Skills Funding Agency
• Updated: 22 April 2024

An appropriate MIS can have a clear impact on pupil outcomes and staff workload. This table helps you compare systems and choose the right one for your setting.

• From: Department for Education
• Updated: 20 March 2023

Benchmarking allows you to check how your finances compare with other similar schools or multi-academy trusts.

• From: Department for Education
• Updated: 24 September 2018

Statutory guidance for local authorities on producing and amending school financing schemes.

• From: Department for Education and 1 others
• Updated: 28 March 2024