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Academy Trust Handbook

Academy trusts must comply with this handbook as a condition of their funding agreement. It provides an overarching framework for implementation of effective financial management and control. Other resources are available to help you get the right systems in place.

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Academies Planning Calendar

A planner showing key dates for payments, publications and academy actions, for the 2021 to 2022 academic year.

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Academies Chart of Accounts

Financial data structure and guide for automating single academy and trust financial returns.

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Academies Financial Returns

Guide and links to further information about financial returns academy trusts submit to the Education and Skills Funding Agency.

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Academies Budget Forecast Return

Information to help academy trusts submit their budget forecast returns to the Education and Skills Funding Agency.

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Academies Land and Buildings Collection Tool

Guide to help academy trusts and diocesan users submit their land and buildings collection tool to the ESFA.

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Academies Land and Buildings Valuation Guide

Between September and December every year, the Department for Education (DfE) procures valuations of the land and buildings of all new academies that opened between 1 September of the previous year and 31 August of the current year, as well as revaluations of academy land and buildings that were last valued 5 years ago.

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Academies sector annual report and accounts

Annual reports on the expenditure and performance of the academy school sector.

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School Resource Management

Information, tools, training, and guidance to help schools and trusts save money on day-to-day costs.

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School Financial Efficiency Metric Tool

How the Department for Education uses progress and spending data to calculate an efficiency metric for schools in England.

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School Resource Management Self-Assessment Tool

This tool can be used to reassure trusts that they are managing resources effectively and to identify any adjustments they need to make.

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Schools Financial Value Standard (SFVS)

The standard helps schools and local authorities meet basic standards for good financial health and resource management.

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ESFA Bulletin

The ESFA’s weekly newsletter containing actions and information for ESFA-funded organisations.

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View My Financial Insights Tool (VMFI)

Guidance for the view my financial insights (VMFI) tool which provides users with insights into the financial position and performance of schools.

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Financial Benchmarking

Compare a school or trust's income and expenditure with similar establishments in England.

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Top 10 planning checklist for governors

School and academy governors can explore these questions to help schools manage their resources and money efficiently.

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Workforce Planning

Guidance for schools and academy trusts reviewing staff workforce structures.

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View Your Education Data

The 'View your education data' service provides analytical insights to support business intelligence and better decision making.

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Developing Our Resources

We’re always looking to develop our resources even further. If you would like to suggest a tool or resource, please contact us.

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