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UPDATED RESOURCES: Staff calculators 2021/22

Updates to the NI tables in all staffing calculators We have updated the NI rates for 2021/22 in all of the staffing calculators within the SBM Toolkit based on our interpretation of the guidance offered by the Institute of Chartered Accountants in England and Wales on rates and thresholds for employers 2021/22.

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NEW RESOURCE: Template Class Dojo Data Protection Impact Assessment

For those schools already using Class Dojo, we have produced a template DPIA which takes into account that personal data is transferred to the USA.  It is recommended that anyone using Class Dojo has a DPIA in place which assesses the risk of continuing to use this platform given the privacy risks associated with where […]

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UPDATED RESOURCE: Academy Common Government Funding Streams

The Academy Common Government Funding Streams has been updated in line with current funding in March 2021. The resource is available in Useful Documents for Academies.

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NEW RESOURCE! Teachers’ Pension Scheme Annual Contribution Resource

We’ve uploaded a resource to support academies with reviewing the pension contributions made on a monthly basis, ready to review against the year-end figures provided by Teachers’ Pensions.

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UPDATED TOOL! Consolidated MAT Management Accounts Tool (v2.5)

We identified that there was an error with some of the expenditure formulas pulling into the summary worksheets in the previous version of this tool.  We have corrected this in the latest version of the tool – v2.5 – which is available now to download in the toolkit.

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NEW RESOURCE: Data Protection Guide for Temporary Staff and Volunteers

A brief guide to data protection has been added to the toolkit which could be used as part of the induction for temporary staff or volunteers.

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UPDATED TOOL! Policy Tracker v2.3

We have amended the policy tracker so that the policies listed within the Academies Financial Handbook as being a ‘must’ for academies are shown as statutory policies on the tracker.  We have also added that Financial Regulations and the Scheme of Delegation are policies that both academies and maintained schools should have in place.

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UPDATED TOOL! Academy Combined Budget Planner and Financial Forecast v1.5

We have made a small amendment to this tool where some of the cells within the budget planning section of the tool have been locked to prevent users from accidentally typing data into the wrong cells.

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NEW RESOURCE! Termly Internal Scrutiny Update Report for Trustees

We have uploaded a template report that could be used to provide trustees with a termly internal scrutiny update.  This includes reference to progress against the external audit, the internal scrutiny plan, the school resource self-evaluation. The template is available under Financial Management > Resources for Academies > Useful Documents

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