EFA Academies Library

A ‘best practice’ library of policies, templates and guidance notes for academies

This is a shared initiative between the Education Funding Agency (EFA) and NASBM to share templates, policy documents and guidance notes of a financial management nature with the aim of promoting consistency and  compliance with the financial regulatory framework.

The aim of the library is to develop and share good practice around the academy sector, and to provide practical assistance to those academies who may be in need of support, eg: free schools and newly converted academies.

Click on the Word or Excel icon to download and develop the file to reflect the individual circumstances of your particular academy

Click on the PDF icon to download a practical example

Click the comment icon next to a document to post feedback

 

Sharing your resources

If you have any documents that you feel are relevant to good practice please email them into info@nasbm.co.uk and we will contact you directly if the documents are suitable for the library.

NASBM have released a video on 'How to complete your FMGS return' to assist individuals when completing this return post conversion
To view the video please click here

NASBM and EFA Factsheets

Internal control and scrutiny (uploaded April 2015) download document
Choosing an auditor for your school (uploaded April 2015) download document
Leasing Guidelines (uploaded April 2015) download document
Fraud Factsheet (uploaded July 2015) download document
Management Accounts Factsheet (uploaded July 2015) download document
Connected party transactions (uploaded January 2016) download document

Financial management and procedures

Business Continuity Plan (uploaded August 2013) download document download pdf
Delegated Authority Template (uploaded November 2013) download document
Internal Control Assessment (uploaded July 2014) download document
Due Diligence (uploaded June 2016) download document
Financial regulations manual inc. financial procedures (uploaded August 2016) download document
Scheme of delegation (uploaded October 2016) download document

Financial management templates

Model Budget Forecast (uploaded August 2013) download document
Model Cashflow Forecast (uploaded August 2013) download document
Finance Duties in a MAT (uploaded February 2014) download document
Register of Interests Form (uploaded January 2016) download document
Expenses Claim Form (uploaded January 2016) download document
Regularity checklist (uploaded July 2016) download document
Proforma Management Accounts (uploaded July 2013) download document

Roles and responsibilities

Accounting Officer (uploaded August 2016) download document
Chief Financial Officer (uploaded August 2016) download document
Business and Operations Manager (uploaded August 2016) download document
Delegation of Headteacher responsibilities (uploaded August 2016) download document
Other staff responsibilities (uploaded August 2016) download document
Governors responsibilities (uploaded August 2016) download document

Terms of Reference

Audit committee (uploaded August 2016) download document
All committees (uploaded August 2016) download document
Complaints committee (uploaded August 2016) download document
Dismissal appeals committee (uploaded August 2016) download document
Performance management committee (uploaded August 2016) download document
Pupil discipline committee (uploaded August 2016) download document
Staff discipline and grievance (uploaded August 2016) download document
Standards and achievement (uploaded August 2016) download document
Children, families and community committee (uploaded August 2016) download document
Finance and general purposes committee (uploaded August 2016) download document
Local governing body (uploaded October 2016) download document
Resources committee (uploaded October 2016) download document

Managing risk

Risk Management Policy (uploaded May 2016) download document
Risk Management Strategy (updated May 2016) download document
Risk Reduction Plan (uploaded May 2016) download document
Risk Register Cover (uploaded May 2016) download document
Risk Register (updated May 2016) download document
Risk Management Example (uploaded May 2016) download document

Policy templates

Write- Off and Asset Disposal Policy (uploaded October 2013) download document
Anti Bullying Policy (uploaded October 2013) download document
Equal Opportunities Policy (uploaded December 2013) download document
Governor Visits Policy (uploaded October 2013) download document
Whistleblowing Policy (uploaded October 2013) download document
Anti-Fraud and Corruption Policy (uploaded October 2013) download document
Gifts and Hospitality Policy (uploaded October 2013) download document
Procurement and Tendering Policy (uploaded October 2013) download document
Accounting Policies (uploaded October 2013) download document
Capital and Revenue Reserves Policy (uploaded October 2013) download document
Governor Allowances Policy (uploaded October 2013) download document
Vehicles Policy (uploaded October 2013) download document
Investment Policy (added January 2016) download document
Consultancy Policy (uploaded August 2016) download document
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