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 documentation that you feel is relevant to good practice please email them into info@nasbm.co.uk, 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 download document
Choosing an auditor for your school download document
Leasing Guidelines download document
Fraud Factsheet download document
Management Accounts Factsheet download document
Connected party transactions download document

Financial management and procedures

Monthly Financial Management Information to Review download document
Academy Financial Procedures 2 download document
Financial Regulations Manual download document download pdf
Business Continuity Plan download document download pdf
Academy Financial Procedures download document
Delegated Authority Template download document
Internal Control Assessment download document
Due Diligence (added June 2016) download document
Scheme of Delegation download document download pdf

Financial management templates

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

Roles and responsibilities

Accounting Officer Summary download document
Additional Senior Management Responsibilities of the FD download document
Audit Committee Terms of Reference download document download pdf
School Finance & Audit Committee Terms of Reference download document

Managing risk

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

Policy templates

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