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NEW RESOURCE! Template Model Trustees & Governance Statement for 2019/20

We have uploaded a Word version of the 2019/20 DfE model trustees report and governance statement, for academies to be able to adapt for their own use.  This can be found in the Financial Management section of the toolkit (Useful Documents for Academies).

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Updated Resource! Year End Preparation Tool 2019-20

The Year End Preparation Tool for 2019-20 has been released to support you with preparing for your year end audit.

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NEW RESOURCE – Covid19 Buildings Checklist

A buildings checklist that schools might find helpful as part of their planning towards full reoccupation.

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UPDATED RESOURCES: Staff Salary Cost Calculators

We have made an adjustment to the National Insurance contribution rates within the 2020/21 staff salary cost calculators.  The latest versions are all available within the SBM Toolkit.  If you have already been working with the 2020/21 calculators then a small adjustment can be made to the version you are working on.  Please contact us […]

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UPDATED RESOURCE: Maintained Teaching Staff Salary Cost Calculator

We have made an amendment to our maintained teaching staff calculator due to an error with the calculation of the pension.  Please use version 20.6.  If you have already started using a previous version of the tool please let us know and we can support you with transferring your data across.

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NEW RESOURCES – Subject Access Request Responses

A template letter has been uploaded which could be used when responding to a Subject Access Request, along with a document that could be completed to detail why particular documents have been included/excluded.  Please see the GDPR resources section of the Toolkit.

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NEW RESOURCE – Staff Consent Form

A template consent form which could be used to seek staff consent for use of their images.

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NEW RESOURCE – Protection of Biometric Data

A template policy that can be used when introducing biometric data has been added to the SBM Toolkit.

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NEW RESOURCE: Setting Executive Pay

The board of trustees must ensure its decisions about levels of executive pay (including salary and any other benefits) follow a robust evidence-based process and are a reasonable and defensible reflection of the individual’s role and responsibilities. We have created some guidance notes around this and a template to support you with the process. See […]

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