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Updated Resource: Single Academy Trust Financial Regulations

The single academy trust financial regulations have been updated in line with the Academies Financial Handbook 2019.

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NEW RESOURCE: Clerk to Governors Competency Framework Checklist

Based on the DfE’s Clerking Competency Framework, we have developed a checklist that can be used to assess the effectiveness of existing clerks or when appointing a new clerk.

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NEW RESOURCE: Example SRMA Self Assessment Tool Checklist

In order to support academies in completing the SRMA self assessment checklist, we have uploaded an anonymised completed version of the checklist.

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Updated Resource: Benchmarking Report

A suggested template for reporting to governors on benchmarking data has been updated.

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Updated Resource: Financial Regulations Multi Academy Trust

The MAT Financial Regulations have been updated to reflect the Academies Financial Handbook 2019.

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Updated Resources: Privacy Notices

The pupil, staff and governor privacy notices have been updated based upon the DfE model privacy notices.

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Updated Resource: Records Management & Retention Policy

The Records Management & Retention policy has been updated to refelect the amended IRMS retention schedule. A summary of changes has been included to help identify the differences between the policies.

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SBM Services Ltd recognised in the Parliamentary Review

Co-chaired by Lord Blunkett and Lord Eric Pickles, The Parliamentary Review is a bastion of political insight which serves as an indispensable guide to industry best practice. This analysis is communicated across a variety of editions, each of which covers a single UK policy sector; these include but are not limited to finance, education, environment, […]

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Updated Resource: Carry Forward Calculator

The carry forward calculator has been updated for maintained schools and academies to include a cost code column and a checking function to ensure all data pulls through from the system report.

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