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Policies
Please click on the links below to access template policies, designed for academies.
– Bad Debt & Redundant Equipment Policy
– Expenses
– Financial Regulations (Multi Academy Trust)
– Lettings
– Reserves (single academy)
– Reserves (multi academy trust)
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Useful Financial Management Tools for Academies
– Competitive Quotation Summary
– Finance Committee Proposed Agenda Schedule
– Financial Management Self Evaluation Tool for Trustees/Directors/Governors – Summary Sheet
– Insufficient Funds Order Request Process
– Letter to Suppliers – Request Bank Details for BACS
– Monthly Timetable of Accounting Processes
– Multi Academy Trust Service Level Agreement
– Purchase Card Reconciliation Form
– Request to Write Off a Bad Debt Form
Year End Preparation
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Useful Documents for Academies
– ESFA Alternative Assurance Questionnaire
– Academies Financial Handbook 2017 (ESFA)
– Academies Accounts Direction (August 2017)
– Academies Main Funding Streams (as at Nov 2017)
– CFO Job Description – Single Academy Trust
– CFO Job Description – Multi Academy Trust
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Management Accounts
SBM Services has developed a comprehensive set of template management accounts that can be tailored to meet the needs of your academy and it’s governing body. An example set of management accounts are provided below.
If you would like a copy of the template so that you can set it up for your own school setting then please contact info@sbmservices.co.uk.
Alternatively, SBM Services can set up the management account template for you. Please contact info@sbmservices.co.uk for details.
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Fixed Asset Register
The template fixed asset register is available below. This allows you to set the template up yourself to meet the needs of your own school setting.