A new UK Government took office on 11 May 2010. The Department for Education was formed on 12 May 2010 and is responsible for education and children's services.
As a result the content on this site may not reflect current Government policy. All statutory guidance and legislation published on this site continues to reflect the current legal position unless indicated otherwise
Toolkit Index
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General Documents | Summary Documents | Resource Documents |
Resource Documents
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FMSiS related documents
G1: How to use the Standard
R2: School Standards And Framework Act (1998)
For updates on the Scheme for Financing Schools see Useful Links and R119.- R2A: Key amendments to the School Standards And Framework Act (1998)
- R3A: Governing body decision planner (2007)
You may also find the following to be of particular interest: R3, 4, 10, 15, 20, 32, 73, 92 and 130. - R3: Guidance on the Roles of Governing Bodies and Head Teachers (2000)
You may also find the following to be of particular interest: R4, 10, 15, 20, 32, 73, 92 and 130. - G3A: Guide to Achieving the Standard
- R4: Guide to the Law For School Governors (2010)
You may also find the following to be of particular interest: R3, 3A, 10, 15, 20, 32, 73, 92 and 130. - R11: A brief guide to the financial competencies of School Staff
- R12: Sample School Business Manager Job Description and Person Specification
You may also find the following to be of particular interest: R13, 126 and 137. - R12A: Example Primary School Business Manager Job Description and Person Specification
You may also find the following to be of particular interest: R12, 12B, 13, 126 and 137. - R12B: Example Secondary School Business Manager Job Description
You may also find the following to be of particular interest: R12, 12A, 13, 126 and 137 - R13: Discover the benefits of School Business Managers (2008)
You may also find the following Resource documents to be of particular interest: R12, 12A, 12B, 126 and 137. - R13A: School business management competency framework
- R15: Statement of Internal Control Guide, Specimen & Pre-Certification Checklist for Governors
Governors may also find the following to be of particular interest: R3, 3A, 4, 10, 20, 32, 52, 73, 92 and 130. - R16: Consistent Financial Reporting
- R17: Example School Development Plan
R18B: School Culture Audit Analysis Spreadsheet
To be used in conjunction with R18A and C. R18 provides further general guidance.- R18C: Unblocking Strategies
To be used in conjunction with R18A and B. R18 provides further general guidance. - R18A: School Culture Audit Questionnaire
To be used in conjunction with R18B and C. R18 provides further general guidance. - R20: A brief guide to the financial competencies needed by the Governing Body
Governors may also find the following to be of particular interest: R3, 3A, 4, 10, 15, 32, 73, 92 and 130. - R23A: Cash flow pro-forma
- R30: Brief Guide to the Development and Review of Risk Registers and Response Plans
See S3.3 for links to other documents that may be of particular interest. - R30D: Sample School Risk Management Template (Impact weighted)
See S3.3 for links to other documents that may be of particular interest. - R30A: Sample School Risk & Opportunity Management Strategy
See S3.3 for links to other documents that may be of particular interest. - R30B: Sample School Risk Management Template (3 x 3)
See S3.3 for links to other documents that may be of particular interest. - R30C: Sample School Risk Management Template (5 x 5)
See S3.3 for links to other documents that may be of particular interest. - R32: Financial Guidance for Governors
The following may also be of interest: R3, 3A, 4, 10, 15, 20, 73, 92 and 130. - R37: Example Best Value Statement
- R40: A Staff Management and Deployment Self Evaluation Checklist
R64 may also be of interest. - R45: Code of Practice on LA - School Relations (2001)
- R45A: Code of Practice on LA - School Relations (2001) Annexes
- R48: A Brief Guide to Fraud Detection and Response
- R52: Primary and Secondary Schools: Financial Risk and Control Checklist
R30A, B, C and D, and R52A, may also be of interest. - R52A: School Financial Risk and Control Checklist
R30A, B, C and D, and R52, may also be of interest. - R60: School funding - the legal framework
- R67: Pay Calculator and Model Pay Policy
- R69: Framework for inspecting schools
- R73: Governing the school of the future (2004)
You may also find the following to be of particular interest: R3, 3A, 4, 10, 15, 20, 32, 92 and 130. - R75: Managing School Resources Self Evaluation Tool
- R84: Extended Services Guidance
R109 and 130 relate to Extended Schools, and may also be of interest. - R88: Clerk to the governing body - overview
You may also find R117 to be of particular interest. - R90: School funding settlement 2008-11
- R102: Energy efficiency advice available from the Carbon Trust
- R105: Remodelling the school workforce
- R107: More than the sum (2006)
- R109: Extended schools
R84 and 130 also relate to Extended Schools, and may be of interest. - R117: Taking minutes of meetings
You may also find R88 to be of particular interest - R119: Schemes for Financing Schools: Directed Revisions DCSF guidance ( 2006)
- R130: Governance of Sure Start Children`s Centres and Extended Schools (2007)
You can find more information on Extended Schools in R84, 109, 129 and 136. Governors may also find the following to be of particular interest: R3, 3A, 4, 10, 15, 20, 21, 32, 73, 92, 121, and 129. - R133: The impact of school leadership on pupil outcomes (2007)
- R138: Financial Management - responsibility matrix
You may also be interested in R146. - R142: Budget monitoring, summary level - guide and pro-forma
- R144: Evaluation of the Impact of FMSiS (2008)
- R145: Strategic Planning: the key to financial sustainability
- R146: Statement of Roles and Responsibilities
You may also be interested in R138 - R147: Finance Year Planner for Governors
You may also be interested in an online year planner which can be found on GovernorNet. - R148: Applying Clawback Mechanisms to Surplus School Revenue Balances (2008)
- R149: How to produce an individual school budget share (2008)
- R150: Thinking ahead: exploring the strategic role that Head Teachers and Governors carry out in partnership (2008)
- R151: Managing Your School
- R152: Valuable Lessons - Improving economy and efficiency in schools (2009)
- R153: Managing School Resources (2009)
- R154: Secondary School Workforce Analysis Tool (2009)
- R155: Your child, your schools, our future – building a 21st century schools system (2009)
- R156: Securing Our Future: Using our resources well (2009)
Further general guidance
- R1: Keeping Your Balance (2000)
R10: School Governance – Making It Better (2001)
You may also find the following to be of interest: R3,3A,4,15,20,32,73,92 and 130- R18: School Effectiveness- The Cultural Imperative: A Guide to Culture Management
- R19: Guidance on Performance Management in Schools
- R24: Getting the Best from your Budget (2000)
You may also be interested in R75. - R25: Finding the Right Solution: A Guide to Option Appraisal (2002)
- R26: Worth the Risk? (2001)
See S3.3 for links to other documents that may be of particular interest. - R27: Insurance for Schools
See S3.3 for links to other documents that may be of particular interest. - R29: Risk Management Policy and Action Plan
See S3.3 for links to other documents that may be of particular interest. - R34: Best Value in Schools (2002)
- R35: DCSF Guidance on Benchmarking (2008)
- R36: Purchasing Guide for Schools (2001)
The following Procurement documents may also be of interest: R87, 87A, 87B and 102. - R39: A Brief Guide to Setting Up and Managing Relationships with Outside Organisations
- R41: School companies
- R43: Area guidelines for schools
- R44: Asset Management Plans
- R49: Blue Book for VA Schools on capital funding
- R50: ICT Leadership and Management
- R59: Education Act (2002)
- R64: Reforming and developing the school workforce (2007)
R40 may also be of interest. - R71: A New Relationship with Schools - Next Steps (2005)
- R78: Parents’ satisfaction with schools (2006)
You may also be interested in R96. - R81: General code of conduct and registration of interests for senior staff ( 2005)
- R87: Educational Procurement Centre (EPC)
You may also find the following Procurement documents to be of interest: R36, 87A and 87B. - R87B: Buyways
- R87A: OPEN - Online Procurement for Educational Needs
- R92: Guide for school governors on improving school performance (2006)
Governors may also find the following to be of particular interest: R3, 3A, 4, 10, 15, 20, 32, 73 and 130. - R93: Tackling falling Primary and Secondary school rolls
- R99: Funding Strategy and Programmes
- R100: Salary sacrifice option for teachers
- R120: Schools Private Finance Initiative
- R124: Funding per pupil
- R126: School Business Manager Development Programme: Impact and Evaluation Report
You may also find the following Resource documents to be of particular interest: R12, 12A, 12B, 13, 13A and 137. - R128: School Teachers’ Pay and Conditions (2008)
- R135: Capital Investment for Schools 2008-11
- R137: Certificate and Diploma of School Business Management
You may also find the following to be of particular interest: R12, 12A, 12B, 13 and 126. - R140: Disability Discrimination
- R141: Education Improvement Partnerships (EIPs)
- R141A: World Class Primaries Programme
Useful Links
- Audit Commission
- Becta
- DCSF
- GovernorNet
- Charity Commission
- CIPFA Business Ltd
- National Association of School Business Management
- National College for Leadership of Schools and Children"s Services
- Ofsted
- Scheme for Financing Schools
- Schools Financial Benchmarking
- TeacherNet
- Training and Development Agency for Schools (tda).
