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Financial Management
These are the Financial Management resources currently available. Please click on the heading you are interested in to access these resources.

Resources for Academies

Financial Management Tools
1. SBM Toolkit Registration
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201.57 KB

Budget Planner (academy)
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266.81 KB

Budget Planner Instructions (academy)
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527.34 KB

Carry Forward Calculator (academy)
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246.20 KB

Catering Trading Accounts (academy)
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211.14 KB

Catering Trading Accounts Instructions (academy)
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546.29 KB

Combined Budget Planner and Financial Forecast (academy)
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391.56 KB

Combined Budget Planner and Financial Forecast Instructions (academy)
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395.15 KB

Financial Forecast (academy)
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263.46 KB

Financial Forecast Instructions (academy)
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493.82 KB

General Trading Accounts (academy)
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206.89 KB

Management Accounts Example (Multi Academy Trust)
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1,693.55 KB

Management Accounts Template (MAT version with consolidation) v2.5
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1,464.36 KB

Management Accounts Template (single academy trust) v1.8
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277.31 KB

Management Accounts Template Commentary Maintained School
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271.38 KB

Month End Accounting Workbook 2021-22 (academy)
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276.99 KB

Month End Accounting Workbook Instructions (for FMS)
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883.50 KB

Risk Register Template
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64.71 KB

Support Staff Salary Cost Calculator 2022-23 v22.3
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3,100.98 KB

Support Staff Salary Cost Calculator Instructions (academy)
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559.25 KB

Teaching Staff Salary Cost Calculator (v22.1) 2022-23
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2,403.65 KB

Teaching Staff Salary Cost Calculator Instructions (academy)
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531.64 KB

Template Management Accounts Commentary MAT
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277.63 KB

Template Management Accounts Commentary SAT
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272.47 KB

Year End Checklist 2021-22
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222.21 KB

Year End File Contents 2021-22
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78.91 KB

Year End Workbook 2021-22
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329.97 KB

Financial Management Resources
2020-21 Model Trustee Report and Governance Statement
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689.14 KB

Academy Common Government Funding Streams March 2021
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161.76 KB

Academy Management Letter Audit Points Action Plan
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44.01 KB

Academy Monthly Accounting Timetable Template
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22.24 KB

Academy Workflow
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408.58 KB

Academy Year End Preparation Common Audit Findings
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172.66 KB

Approval Of Bad Debt Form
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69.98 KB

Bank Reconciliation Form
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11.31 KB

Budget Holder Agreement
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77.84 KB

Cash Flow Report Academy
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29.94 KB

Centralisation of Accounting Function - Business Case template
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70.66 KB

Charge Card Reconciliation Template
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11.87 KB

Competitive Quotation Summary Form
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67.45 KB

Example Pre-audit Meeting Agenda
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118.31 KB

Executive Pay Guidance
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79.89 KB

Finance Committee Annual Agenda Schedule Academy
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19.52 KB

Financial Management Self Evaluation Tool For Governors Directors And Trustees
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83.86 KB

Insufficient Funds Order Request Form
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84.45 KB

Letter To Suppliers Request Bank Details For BACS
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139.59 KB

MAT Academy Induction template
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356.88 KB

MAT Scheme Of Delegation
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102.14 KB

MAT Service Level Agreement
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80.09 KB

Operating Leases And Finance Leases
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16.37 KB

Purchase Order Form
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53.70 KB

Sample MAT Management Accounts
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347.18 KB

Sample Single Academy Trust Management Accounts
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523.97 KB

School Resource Management Self Assessment Tool - Example Checklist
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26.24 KB

School Trip Business Case and Cost Calculator (version 1)
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80.28 KB

School Trip Business Case and Cost Calculator (version 2)
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99.46 KB

Supplier Details Form
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115.86 KB

Teachers and Pension Scheme Annual Contribution Resource
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241.58 KB

Template Report to Members: Review of the Performance of the External Auditors
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70.86 KB

Termly Internal Scrutiny Update Report for Trustees
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58.47 KB

Value For Money Checklist
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23.18 KB

Virement Report
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19.36 KB

Policy Templates
Accounting Policy
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125.90 KB

Anti Fraud and Corruption Policy
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91.71 KB

Charging and Remissions Policy
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77.15 KB

Donations and Fundraising Policy
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105.90 KB

Expenses Policy
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122.76 KB

Financial Regulations - Multi Academy Trusts (September 2021)
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137.50 KB

Financial Regulations - Single Academy Trust (September 2021)
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137.61 KB

Gifts and Hospitality Policy
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81.14 KB

Governor Allowances Policy
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75.30 KB

Internal Hospitality Policy
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74.44 KB

Investment Management Policy
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76.35 KB

Lettings Policy
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106.01 KB

Purchase Card Policy
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84.17 KB

Reserves Policy
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73.99 KB

Reserves Policy MAT
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86.18 KB

Special Payments Policy
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134.03 KB

Staff Consultancy Policy
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93.28 KB

School Resource Management Self Assessment Tool Resources
Accounting Officer Skills Analysis
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54.10 KB

Annual Academy Planner
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43.37 KB

Annual General Meeting Notice
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77.80 KB

CFO Job Description-Multi Academy Trust
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86.04 KB

CFO Job Description-Single Academy Trust
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84.55 KB

Clerk to Trust and Compliance Officer Job Description and Person Specification
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87.72 KB

Company Secretary Checklist
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100.22 KB

Conflict of Interests Policy
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89.67 KB

Example SRMSA Checklist
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26.71 KB

Finance Audit and Risk Committee Model Terms of Reference
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84.29 KB

Going Concern Assessment
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38.12 KB

Governance Plan Framework
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81.78 KB

Governance Plan template
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75.61 KB

Procurement Summary
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31.18 KB

Risk Management Policy
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93.94 KB

Trust Policies Staff Declaration
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71.15 KB

Trustee CPD - central log
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52.67 KB

Trustee CPD Log
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52.64 KB

Trustee Declaration Form Jan 22
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79.58 KB

Trustee Skills Analysis Consolidation
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308.90 KB

Trustee Skills Audit
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41.49 KB

Trustee Skills Evaluation Analysis
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51.29 KB



Financial Management Resource ×