| 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 |
| 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 |
| 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 |
| 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 |
