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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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NEW RESOURCE! Monthly Accounting Concepts – Government Grant Accruals and Deferrals

We have created a simple flowchart to explain how to treat government grants within the month-end accounting process related to accruals and deferrals. The resource is available in the Useful Financial Management Tools section.

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NEW RESOURCE! Online Learning Privacy Notice

This template contains suggested wording to give pupils and parents an insight into how information about pupils is used in online streaming and recording of lessons. The template is available within the General Data Protection Regulations resources.

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UPDATE RESOURCES: Staff salary cost calculators

The teaching and support staff salary cost calculators for both maintained schools and academies have all been updated ready for the 2021-22 years of account. Please note the NI tables are based on 2020/21 rates as the new rates aren’t yet known.

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