Information to help open academies and academy trusts comply with their funding agreement and understand their funding and payments.

General information

Information to help academies and academy trusts with business-cycle planning.

  1. Academies planning calendar
    • Guidance

Academies financial management and governance

Information to help academies understand and comply with their financial management and governance requirements.

  1. Academies Financial Handbook
  2. Academy trust financial management good practice guides
    • Guidance
  3. Setting executive salaries: guidance for academy trusts
    • Guidance
  4. Related party transactions: information for academy trusts
    • Guidance
  5. Academy trusts: view my financial insights
    • Guidance
  6. Understanding your data: a guide for school governors and academy trustees
    • Guidance
  7. Academies severance payments
    • Guidance
  8. Academies finance and assurance steering group terms of reference
    • Transparency data
  9. Academy trusts: themes arising from ESFA’s assurance work
    • Guidance
  10. ESFA investigation publishing policy
    • Corporate report

Academies financial returns

  1. Academies Accounts Direction
    • Guidance
  2. Academies accounts return
    • Guidance
  3. Academies budget forecast returns
    • Guidance
  4. Academies land and buildings collection tool
    • Guidance
  5. School resource management self-assessment tool
    • Guidance
  6. Academies chart of accounts
    • Guidance
  7. Academies financial returns
    • Guidance

Support for academy trusts

  1. Financial support for academy trusts in financial difficulty
    • Guidance
  2. Academy trust guide to reducing fraud
    • Guidance

Academies funding and payments

Information to help academies how much funding they will receive and when payments are made.

  1. Academies revenue funding allocations
    • Guidance
  2. Revenue funding: payments to academies
    • Guidance
  3. Academy national non-domestic rates (NNDR) claims
    • Guidance

Academies risk protection arrangement (RPA)

  1. The risk protection arrangement (RPA) for schools
    • Guidance

Academies compliance

Information to help academies comply with other aspects of their funding agreements. Reports, letters and notices to improve are in a separate collection.

  1. Academy trusts: provide or update governance contact information
    • Guidance
  2. Academy admissions
    • Guidance
  3. Setting up an academies complaints procedure
    • Guidance
  4. Academies: making significant changes or closure by agreement
    • Guidance
  5. Enhanced DBS disclosure checks for chairs of academy trusts
    • Guidance

New academies information

This section contains information for new academies to help them understand the role of Education Funding Agency and what is expected from academies.

  1. Academies: information for new academies
    • Guidance
  2. Academies land and buildings valuation
    • Guidance
  3. Academy trusts: information for new trusts
    • Guidance
  4. Academies financial management and governance self-assessment
    • Guidance

Academies capital funding

Information about capital funding including the Condition Improvement Fund (CIF).

  1. Capital funding for multi-academy trusts (MATs)
    • Guidance
  2. Condition Improvement Fund
    • Guidance
  3. Academy property transactions
    • Guidance

Published 11 March 2014
Last updated 19 February 2020 + show all updates

  1. Updated to add a link to the new “view my financial insights” service for academy trusts.

  2. Updated to add more content.

  3. Added four documents to the collection: Academy trusts: themes arising from ESFA’s assurance work; Academy trust financial management good practice guides; Academy trusts: information for new trusts; Related party transactions: information for academy trusts

  4. Added additional funding and compliance items.

  5. Added academies risk protection arrangement to the collection.

  6. First published.

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