BUDGET PLAN PROFORMA

Document Sample
BUDGET PLAN PROFORMA Powered By Docstoc
					                      SCHOOL BUDGET SHARE 2012/13

                                GUIDANCE (PART 2)

1     BUDGET PLAN PROFORMA

      We are now entering the eleventh year of budget planning against the Consistent
      Financial Reporting (CFR) framework. The budget plan proforma was revised for
      2002/03 to comply with CFR and no further changes have been made to the plan
      structure itself for 2012/13.

      Schools Finance provides Budget Planner Software for schools to complete, which is
      made available through AVCO Anycomms when the budget share is released. The
      Budget Planner Software for 2012/13 has been updated from an Excel spreadsheet to an
      Access database, therefore, schools must ensure that Microsoft Access is installed on
      any computer the software is intended to be used on.

      Guidance on completing the Budget Planner can be found within the Web Links menu of
      the Budget Planner toolbar. Please refer to the User Guide for any additional guidance
      required on any of the points listed below.

      The main features of the Budget Planner Software include:

           An Original budget and up to 6 revisions can be created within the budget planner
            software. Once approved by the Governing Body schools will need to ensure that
            the original signed paper copy of the budget plan (and any revisions) are sent to
            their Finance Support Officer (FSO), and that a signed copy is kept in school.
            Schools must wait for email acceptance from their FSO before exporting the
            budget to Star Accounts. After the budget has been exported schools must
            finalise the live budget to access the next revision. After this time no changes can
            be made to the previous version. For further details, and for submission
            deadlines, please refer to Norfolk’s Scheme for Financing Schools.

           Staffing Cost Forecasts (both Teaching and Support Staff) can be created within
            the Budget Planner. From 2012/13 all staff forecasts must be assigned to a
            member of staff by their assignment number (e.g. 012345-6). These details
            should be imported from Star Accounts when performing the initial set-up of the
            Budget Planner Software. Staffing Forecasts contained within the 2011-12 Budget
            Planner Spreadsheet can be imported into the 2012-13 Budget Planner, however,
            the details imported must then be allocated to an assignment number.




___________________________________________________________________________________________

                                              1
           The Pupil Forecaster is available within the Budget Planner for schools to
            estimate their future funding levels based on estimated future year pupil
            numbers. It is important for schools to use this tool in order to ascertain, as
            accurately as possible, a figure for future year funding. This forecaster will also
            make an adjustment, where relevant, to take into account any transitional
            adjustment required due to the changes made to the funding formula in 2011-12.

           The SEN Forecaster tool is available to assist with forecasting changes in the SEN
            Pupil Specific Funding. Schools with potential changes to this funding should use
            this forecasting tool to ascertain as accurately as possible a figure for in-year and
            future year funding. SEN Forecasts contained within the 2011-12 Budget Planner
            Spreadsheet can be imported into the 2012-13 Budget Planner.

           As outlined in paragraph 2.3 of Norfolk’s Scheme for Financing Schools budget
            plans for the current financial year and the two following years must be submitted,
            along with the documents listed in Section 7, ideally by 31st March 2012, but by 1st
            May 2012 at the latest.

           The Budget Planner Software can be emailed to Schools Finance by selecting
            ‘Email Budget Plan’ from the Help Menu of the Budget Planner toolbar.


2     SUBJECTIVE CODE LIST 2012/13

      Any changes made to the subjective code list for 2012-13 must be reflected in the Budget
      Planner Software. When notified of changes to the subjective code list the new version
      should be downloaded into the Budget Planner by selecting ‘Subjective Code Update’
      within the Help menu of the Budget Planner toolbar.

      Please Note: From 2012-13 all subjective codes will be 5 digits long rather then 4 digits.
      Currently the fifth digit will be zero (0) however any number may be used in the future.


3     COMPLETING THE BUDGET PLAN
      A list of inflation factors can be found on the Schools Finance website
      (http://efs.norfolk.gov.uk/a-z.htm) which can be used, as appropriate, to bring 2011/12
      levels of expenditure in line with 2012/13 rates.

      Outlined below are further items for schools to consider when constructing their budget
      plan. The headings, where there is information of significant value, have been listed in
      the order they appear on the plan.




___________________________________________________________________________________________

                                              2
3.1   Income
      Individual school Budget Share allocations can be accessed via the Schools Finance
      website at http://efs.norfolk.gov.uk/a-z.htm (select ‘Budget Share’ from the index). A
      direct link to this webpage is also included within the Web Links menu of the Budget
      Planner toolbar (select ‘Budget Share Tracker’).

      According to CFR regulations, schools should budget for all income due against a
      standard list of budget headings. Schools must balance within the resources available.
      Any overspend must be met from the balance brought forward from the previous year.
      Any underspend will be added to the balance, positive or negative, brought forward.

      The elements that make up a schools budget share are entered in to the budget plan
      under CFR headings I01, I02, I03 and I05. Any changes made to the budget share can
      be imported into the Budget Planner via the ‘Budget Share Update’ within the Help Menu
      of the Budget Planner toolbar.

      The budget share will be downloaded to schools against the appropriate income
      subjective codes. Bank Account Type A schools will need to ensure their cash resources
      are allocated appropriately in their accounting system.

      Accounting for Cluster Activity
      Those schools that receive cluster funds, as the cluster chair school, will now be
      expected to account for these allocations through a separate Star Accounts datafile and
      bank account. Details have been issued to those schools affected.

      A separate Budget Plan must also be created for the cluster funding by the cluster
      chair.

3.1.1 6th Form Funding (I02)
      The Local Authority has received notification from the YPLA of an indicative allocation of
      funding for 6th forms for 2012/13. The indicative figure has been included in the day 1
      budget share. Schools will be informed of the actual allocations at a later date.

3.1.2 Pupil Premium (I05)
      These allocations, detailed separately on the budget share, have been calculated from
      the schools’ January 2012 Census data. Schools must contact the Schools Finance
      Team if they have Looked After Children (LAC) from other authorities, to enable NCC to
      claim the premium for these children. Any allocation due will be made at the end of the
      financial year providing the child is still on the schools’ roll.

3.1.3 Other Grants & Payments Received (I07)
      This line includes subjective code 99000 ‘Payments from Other Schools’. Consistent
      Financial Reporting describes this as ‘Payments from another school for the benefit of
      pupils at the receiving school’, e.g. for costs shared between 2 or more schools for
      training etc. The credit side of all recharges between schools actioned by schools
      finance will be coded to this budget line.

___________________________________________________________________________________________

                                               3
3.1.4 Income from Facilities & Services (I08)

      Board and Accommodation - Staff
      Schools that have delegated responsibility for a staff house will see an amount against
      item 3.18 of their budget share. This shows the delegated sum, less the expected
      average rental, which will be collected via payroll and credited to subjective 91450 (Staff
      Accommodation Rent).        If Norfolk County Council is not your payroll provider,
      arrangements will have to be made for the collection of this rent, which must be entered
      against subjective code 91450 and not netted off against pay costs.

      DO NOT USE CODE 97300 – RENTS (not Caretakers), FOR THIS INCOME.

      Schools that buy into the Building Maintenance Pool will have the staff house included in
      this arrangement. Please refer maintenance issues relating to staff houses to Luc Wigy,
      NPS Property Consultants Ltd, on (01603) 706162.

      Schools that make alternative arrangements for building maintenance will need to include
      the staff house, and be aware that they are responsible for the annual review of rents.

3.1.5 Hire of Facilities
      A number of schools have an agreement with the authority for the hire of facilities.
      Through this agreement resources may be allocated to schools through their budget
      share, or a deduction may be made. Where resources are allocated in agreement with
      the authority, this enables the school to hire facilities such as playing fields and village
      halls. Any costs associated with the hiring of facilities should be coded to 24640 (Hire of
      Facilities) under E18 Other Occupation Costs.

      Deductions to the budget share are made to reflect the income the school expects to
      receive during the year through a rental agreement. Income received through such
      agreements should be credited to 97300, to enable Schools Finance to make accurate
      year-end adjustments.

      Please Note: Income received for lettings should be credited to subjective code 95080
      and not 97300.

3.1.6 Extended School Income (I15-I17)
      These three budget lines should be used for all income relating to extended school
      activities. For CFR purposes, schools should distinguish between pupil and community
      focused activities.




___________________________________________________________________________________________

                                                4
3.2   Expenditure

3.2.1 Teaching Staff (E01)
      An increase in teachers’ pay of 1% has been included in the staff forecasts from
      September 2012. The teaching staff forecast now reflects the full year effect of the
      September 2011 pay award. No additional inflation has been included for 2013/14 or
      2014/15.

      Schools should make use of the Teaching Staff Forecast provided when preparing the
      2012/13 budget (and any future projections) in full, regardless of the funding
      arrangements. This ensures incremental drift, TLRP’s, UPS, etc are all accounted for.
      Details of any anticipated income e.g. grants for specific projects, should be clearly
      entered on the notes facility of the budget plan for future reference.

      There has been no change to the average oncost rates for 2012/13. The current levels
      are set out below.

      Heads/Deputies             Primary 23.10%      Secondary 24.00% Special 23.85%
      Teacher                    Primary 22.15%      Secondary 22.55% Special 22.60%
      Non-superannuable          Primary 9.10%       Secondary   9.10% Special 9.10%

      Schools should monitor their staffing budgets to satisfy themselves that any
      average rates used are sufficient for the particular circumstances of the staff
      member, and that actual costs correspond with those expected. Please refer to the
      new monitoring tool provided within Star Accounts.

3.2.2 Supply Staff (E02)
      Agency supply is not covered under this heading. This is dealt with under CFR heading
      E26 – Agency Supply Staff. This separation is to comply with Consistent Financial
      Reporting, which distinguishes between staff paid via payroll, and agencies paid via an
      invoice.

      It is recommended that schools do not budget for supply cover that will be met from
      payments received via the Sickness Insurance Scheme.

3.2.3 Non Teaching Staff (E03 – E07)
      An increase in Support Staff pay of 1% has been included in the staff forecasts. No
      additional inflation has been included for 2013/14 or 2014/15.

      It is important that schools use the Support Staff Forecasts to calculate costs and include
      any incremental rises expected in July each year. It is essential that all relevant details
      entered are accurate, including number of paid weeks per year, current scale point and
      hours worked etc.

      Please Note: From April 2012, employers’ pension contributions for NJC staff will require
      an OnCost rate of 22%. This rate should be used for superannuable staff (i.e. staff in the

___________________________________________________________________________________________

                                               5
      pension scheme). The OnCost rate of 8% should be used for staff who are not members
      of the pension scheme.

      If a member of staffs pay calculates to less than £7,488 (before OnCosts) they will
      NOT incur employers contributions to National Insurance. These staff should be
      given 0% OnCost rates if they are not members of the pension scheme and 16.3%
      if they are in the scheme.

      Accounting for Cluster Staff Activity
      Please Note: Any staffing costs relating to cluster activities, where the cluster chair is not
      the employing school, should be budgeted for against staff type ‘CLUST’. This links
      directly to subjective code 09700 – Community Staff Costs.

      Catering Staff (E06): This budget heading is for use by schools that employ their own
      catering staff.

      Cost of Other Staff (E07): Midday Supervisors are included under this heading.

3.2.4 Staff Development & Training (E09)
      This heading includes staff development costs for teaching staff, support staff and
      governors.

3.2.5 Supply Teacher Insurance (E10)
      This heading records the Sickness Insurance Premium for teaching staff insurance only.
      Schools who buy into the Norfolk County Council’s Sickness Insurance Scheme can find
      premium rates within the Services to Schools Contract 2012/13.

      Please Note: Subjective Code 74180 (Sickness Insurance Premium – Teaching) is a
      download only code, meaning no expenditure can be manually coded to it within Star
      Accounts. Therefore, if your school does not purchase Norfolk County Councils Sickness
      Insurance Scheme the budget for any teaching staff insurance purchased should be
      added to subjective code 45170 (Purchase of Support Services).

3.2.6 Staff Related Insurance (E11)
      This heading records the Sickness Insurance Premium for Support Staff. Schools who
      buy into the Norfolk County Council’s Sickness Insurance Scheme can find premium
      rates within the Services to Schools Contract 2012/13.

      Please Note: Subjective Code 74170 (Sickness Insurance Premium – Non-Teaching) is
      a download only code, meaning no expenditure can be manually coded to it within Star
      Accounts. Therefore, if your school does not purchase Norfolk County Councils Sickness
      Insurance Scheme the budget for any support staff insurance purchased should be
      added to subjective code 45170 (Purchase of Support Services).




___________________________________________________________________________________________

                                                6
3.2.7 Building Maintenance & Improvement (E12)
      The BMP3 cost is included under this heading and details of the 2012/13 premium can
      be found in the Services to Schools Contract 2012/13.

      Interest payments on loans must be budgeted separately under E29 Loan Interest
      (subjective code 49260).

3.2.8 Grounds Maintenance & Improvement (E13)
      This heading includes the cost of maintenance and improvement to school grounds and
      any related professional and technical services, including labour costs where supplied as
      part of a contract/service.

      Schools should budget for the notified cost of any contract, which covers the 2012/13
      financial year, and the cost of any known additional works.

      This heading does not include the cost of premises staff directly employed by the school
      (which should be budgeted under E04 Premises Staff).

3.2.9 Cleaning & Caretaking (E14)
      Include under this heading, the cost of cleaning supplies and equipment and charges by
      contractors for providing a cleaning and caretaking service.

      Schools should budget for the notified cost of any contract, which covers the 2012/13
      financial year, and the cost of any known additional works.

      This heading does not include the cost of cleaning / caretaking staff directly employed by
      the school (which should be budgeted under E04 Premises Staff).

3.2.10 Rates (E17)
       The budget for rates should be lifted from Section 1.5 of the budget share. School
       budgets will be charged by March 2013 for the full year’s cost using subjective code
       24710 (Council Tax/Business Rates). Any necessary adjustment will also be made to
       budget shares at the same time.

3.2.11 Learning Resources (not ICT) (E19)
       Consistent Financial Reporting requires learning resources expenditure to be separated
       between expenditure specific to ICT and expenditure of a general curriculum nature.
       This heading should be used to budget for any expenditure of a general curriculum
       nature. Any resources used for administration purposes must not be included against
       this category (see paragraph 3.2.17 below - Administrative Supplies (E22)).

      Where resources are used for both curriculum and administrative purposes, and where
      costs are material, costs or estimates of the split need to be coded separately at the time
      of purchase.



___________________________________________________________________________________________

                                               7
3.2.12 ICT Learning Resources (E20)
       Schools should budget under this heading for any expenditure relating specifically to ICT,
       including the charge for Norfolk Broadband (as stated in Section 1.21 of the budget
       share) and any loan repayments relating to ICT.

       The interest payment on loans has to be budgeted for separately under E29 Loan
       Interest.
3.2.13 Administrative Supplies (E22)
       Any ICT expenditure of an administrative nature must be coded under this heading and
       not against ICT Learning Resources. Where resources are used for both curriculum and
       administrative purposes (and where costs are material) an estimate of the split should be
       entered into both categories.

3.2.14 Other Insurance Premiums (E23)
       Schools that insure their premises, and have public liability insurance, with the Authority
       should enter the insurance amount as calculated on the insurance section on the Norfolk
       Schools Website. The full year’s premium is charged in April against subjective code
       18200. Contents insurance and school journey insurance is also included under this
       heading.

3.2.15 Special Facilities (E24)
       This line includes subjective code 74520 ‘Payments to Other Schools’. Consistent
       Financial Reporting describes this as ‘Payments to another school for the benefit of
       pupils at the other school’, e.g. by one school to other/s to promote joint working or
       release for training, etc. The debit side of all recharges between schools actioned by
       schools finance will be coded to this subjective code.

      Schools must not raise invoices to other schools or pay other schools by cheque. Those
      schools that purchase school meals from another school may journal these costs to the
      catering budget if required.

3.2.16 Catering Supplies (E25)
       The cost of any catering contract should be entered under this heading. If your school
       has a catering contract for school meals with Norse the buyback cost of your contract can
       be found within the catering budget details of the budget pack.

      Schools that manage their own catering should budget for the cost of the provisions and
      catering equipment under this heading. However, staff costs should be budgeted for
      under CFR heading E06 Catering Staff.

      Those schools that purchase meals from another school may transfer the charges on
      subjective code 74520 to this heading.

3.2.17 Bought in Professional Services – Curriculum (E27)
       This line includes the cost of the music service.


___________________________________________________________________________________________

                                                8
3.2.18 Bought in Professional Services – Other (E28)
       All services included in the Services to Schools Contract 2012/13 will be charged against
       this heading EXCEPT for the Sickness Insurance Scheme, BMP3 premium and Norfolk
       Broadband charge, which are shown within in headings E10, E11, E12 and E20.

      A journal transfer will be processed in September against subjective 45170 for all schools
      using purchasing Norfolk County Councils payroll services. All other schools, i.e.
      Academies and Free Schools, will be issued with an invoice for these services if required.

3.2.19 Loan Interest (E29)
       Under Consistent Financial Reporting requirements the interest element of loan
       repayments has to be budgeted and coded separately to the actual loan repayments.

      Those schools entering into loan commitments with the authority will have their annual
      repayments automatically split between the code for loan interest and the appropriate
      code for repayment of principal. Schools MUST NOT enter into loan agreements
      outside of the LA.

3.2.20 Direct Revenue Financing (E30)
       If schools were contributing part of their revenue budget to a capital project the
       expenditure should be coded under this heading. This will include the per pupil element
       of the “Refresh” programme if the costs are to be met from the revenue budget.

3.2.21 Extended Schools Expenditure (E31 & E32)
       These two budget lines should be used for all expenditure relating to community focused
       extended school activities. For CFR purposes, schools should distinguish between pupil
       and community focused activities.

4     CAPITAL EXPENDITURE

      The form LMSCAP2013 identifies a school’s devolved capital resources. Any sums
      detailed on this form are treated separately and are not to be included as part of
      the budget plan.

      Schools are reminded that they should complete and submit the necessary capital
      allocation paperwork for approval before commencing capital works. The form can be
      found at:

      http://schools.norfolk.gov.uk/myportal/custom/files_uploaded/uploaded_resources/4130/N
      otification_of_capital_project__rev9.doc




___________________________________________________________________________________________

                                               9
5     SCHOOL BUDGET SHARES
      Schools can access the latest 2012/13 budget share through the Schools Finance
      website at http://efs.norfolk.gov.uk/a-z.htm, by selecting ‘Budget Share’ from the index. ).
      A direct link to this webpage is also included within the Web Links menu of the Budget
      Planner toolbar (select ‘Budget Share Tracker’). The Budget Share area will also provide
      a summary of changes that occur during the course of the financial year and any other
      relevant budgetary information.

6     SUBMISSION OF BUDGET PLANS
      The Original Budget Plan should be submitted to the Finance Support Section of Schools
      Finance by 31 March 2012 if possible, but no later than 1 May 2012, in order to
      comply with the statutory deadline stated in Norfolk’s Scheme for Financing
      Schools.
      The following documents should be submitted:

         Hard copy of the budget plan signed by the Chair of Governors with the date when
          the governing body approved it.
         Hard copy of the staffing forecasts used to update the budget plan.
         Hard copy of the Pupil Forecaster supporting the income figures on the budget plan.
         Hard copy of the SEN Forecaster tool.
         Hard copy of an extract of the school’s costed School Improvement and Development
          Plan
         Hard copy of the school’s Curriculum Map (secondary schools only)
         Hard copy of the budget commentary that explained the plan when presented to the
          governing body.
         Hard copy of the Year End Projection Template from Star Accounts.
         An electronic copy of the budget plan. When a budget is finalised within the Budget
          Planner an electronic file will be created to send to Schools Finance. Please ensure
          this file is forwarded as soon as a budget is finalised.

      Schools who do not have a nominated Finance Support Officer should submit the items
      outlined above to the School Support Manager.




___________________________________________________________________________________________

                                               10
7     DEFICIT BUDGETS
      Schools cannot set deficit budgets without the specific agreement of the authority. A
      school would also be acting illegally if it knowingly overstated its expected income, or
      understated its expected expenditure in order to make the budget appear to balance.

      Any school that is already in deficit, or expects to move into deficit in 2012/13, must
      comply with the LA’s requirements for the supply of a fully documented recovery plan that
      does not exceed three years.

      Any school that needs to seek approval for a licensed deficit should contact the School
      Support Manager as soon as possible.

8     STAFFING ADJUSTMENTS
      Where schools are experiencing budget difficulties, which may lead to the need for
      staffing adjustments, there needs to be a consistent approach to preparing the necessary
      paperwork that goes out with the consultation document to staff and unions as part of the
      staffing adjustment process. Please refer to MI sheet 263/11 for further details.

      Schools are asked to follow the protocol listed below if it becomes apparent that it is likely
      that you have an initial deficit budget, even if the headteacher and/or governors do not
      think that they will have to cut staff:

      1.     Prepare an initial draft budget.
      2.     If this budget shows a rising deficit that may lead to the necessity for staffing
             adjustments, please make a copy of the plan. The copy should be made following
             the backup procedures listed in Section 11 of the Budget Planner User Guide.
             The backup folder should be named "Pre-adj draft, do not change".
      3.     Ensure that the plan is clearly labeled with the date that it was prepared and clear
             figures for pupil numbers and teaching staff (FTE per term, rather than the
             averaged figure).
      4.     Ensure that hard copies and any supporting paperwork are printed then signed
             and dated by the head and FSO (if present) with a copy left in the school and one
             sent to your FSO. An electronic copy should also be sent to your FSO.
      5.     The school, with support from your FSO, can then begin the work on preparing a
             balanced budget. However, please ensure that ALL changes from the original
             draft, including non-staffing cuts, are clearly noted, along with the reasons.
      6.     Should it be necessary to build into the plan any staffing adjustments, please DO
             NOT remove any individual member of staff, unless they have already resigned
             e.g. moving to another job, retiring etc. Instead, please build into the plan 'minus'
             posts, both on the teaching and support staff forecasts (by entering negative
             FTEs/Hours Per Week). Again, any reasons should be clearly noted.
      7.     Please ensure that if your FSO is not present at the time you set the budget, you
             notify them that the school is facing these difficulties as soon as possible. This
             should be by e-mail with a brief outline of the problem. Finance Support
             Managers will then discuss the issues with colleagues in HR.
      8.     Schools should contact HR Direct and follow the set protocols.

___________________________________________________________________________________________

                                                11
     9 BUDGET REVISIONS
       The facility to create up to 6 budget revisions during the financial year is provided within
       the Budget Planner Software. Norfolk’s Scheme for Financing Schools requires
       schools to submit budget revisions by the end of the Summer Term and the end of the
       Autumn Term.

        1. A review of the budget plan should take place during the Summer Term to take
        account of any changes in their expected balance brought forward from the previous
        financial year.
        2. A review of the budget plan must take place during the Autumn Term to take account
        of changes in staffing arrangements from the start of the new academic year.
        3. Revisions should also be made to address issues arising from schools’ routine budget
        monitoring.
        All original plans and all revisions received in 2012/13 will be acknowledged by email.
        Schools Finance Customer Care standards state that this will be within agreed
        timescales, please refer to the Services to Schools Brochure for further information.


10      EXPORTING BUDGETS TO STAR ACCOUNTS
        Schools must not export budgets to Star Accounts until a confirmation email stating that
        the budget has been accepted is received from Schools Finance (as above).

        The revised protocol is as follows;

        1. School prepares budget plan revisions within the timescales set out in Norfolk’s
            Scheme for Financing Schools.
        2. Governors authorise the budget.
        3. The authorised plan is submitted to Finance Support.
        4. Finance Support staff receive, check and recommend acceptance or otherwise of the
        plan.
        5. If accepted, the school is sent an acceptance email.
        6. Upon receipt of the email, school staff should export the budget figures to Star
        Accounts. Please refer to Section 9 of the Budget Planner User Guide for details.
        7. If the budget is not accepted, the school is notified in writing. In these instances, the
        budgets in Star accounts should not be updated until such time as an accepted budget
        has been agreed.

        Please Note: The current budget plan should not be finalised until the authority has
        accepted it, in order to facilitate it’s loading into Star Accounts.




___________________________________________________________________________________________

                                                 12
11    STAFF BENCHMARKING AND PLANNING TOOLS
      These tools have been developed by working parties consisting of headteachers,
      advisers, governors and finance staff. These can be accessed through the Schools
      Finance website:

      Primary:   http://efs.norfolk.gov.uk/staff_planning_tool_primary.htm
      Secondary: http://efs.norfolk.gov.uk/staff_planning_tool.htm

      Schools will be expected to demonstrate that their staffing levels are affordable and
      sustainable, an exercise that can be facilitated using these tools. They are designed to
      assist schools to benchmark their own data against LA average salary costs and
      assumptions on staffing levels. As with other benchmarking data, they do not necessarily
      supply solutions to problems, but highlight areas that may require further investigation.

      The tools are for the strategic use of senior managers and governors and incorporate the
      PPA element of the workforce remodeling agenda. Advice on the use of these tools can
      be obtained from your Finance Support Officer.

12    ADDITIONAL SUPPORT
      For those schools that purchase a finance support service through the Services to
      Schools brochure advice and assistance on budget preparation is available through your
      nominated Finance Support Officer:

      Schools purchasing the ‘Enhanced’ service can arrange a visit from their Finance
      Support Officer to assist in the detailed preparation of the school budget.

      Schools purchasing the ‘Standard’ service can arrange for their Finance Support Officer
      to review a budget plan already prepared by the school.

      We are again offering budget workshop sessions for the 2012/13 financial year. Details
      of these sessions have been sent to schools separately by Martin Oswick, Team Leader
      Schools Finance Team, or can be accessed via the Schools Finance website.


      SCHOOLS FINANCE TEAM
      During busy times of the year, such as during March when Finance Support Officers are
      undertaking budget visits, schools may experience some difficulty in contacting the
      section by telephone. Whilst we endeavor to have three staff manning the telephone
      helpline all telephones within the section are forwarded to the helpline, leading to
      occasions where other callers receive an engaged signal.

      If schools have queries for Finance Support, which are of a non-urgent nature, these can
      be submitted by email to efs.fso@norfolk.gov.uk.




___________________________________________________________________________________________

                                             13

				
DOCUMENT INFO
Shared By:
Categories:
Tags:
Stats:
views:13
posted:11/8/2012
language:simple
pages:13