Schools finance information

Supporting information for papers to the school forum for maintained schools.

Papers for school forum 13 June 2019

• 2018-19 DSG finance update maintained schools balances and earmarked reserves (PDF, 203KB)
• 2018-19 DSG finance update schools eligible for clawback (PDF, 181KB)

Section 251 Budget return

• Budget return 2019 - 2020 (PDF, 196KB)

Papers for school forum 4 October 2018

• Schools financial value standard - ratings (PDF, 400KB)

• School fund audit certificates 2017/18 (PDF,192KB)

• Schools not setting a balanced budget 18/19 (PDF,172KB)

Three-year plans for 2018

Maintained schools have submitted a three year financial forecast as at 30 June 2018. The results are summarised in the 3 year budget plan submission 2018-19 document (PDF, 205KB).

Companies House has the equivalent information for Academies.

Papers for school forum 14 June 2018

2017/18 -  DSG finance update - maintained schools balances and earmarked reserves

• School carry forwards 31 March 2018 (PDF, 212KB)

2017/18 -  DSG finance update – no schools have balances that meet the criteria for clawback.

Papers for school forum 5 October 2017

• Schools financial value standard (PDF, 400KB)
• School Fund Audit Certificates (PDF,112KB)
• Schools not setting a balanced budget (PDF,16KB) 

Three-year plans for 2017 

Maintained schools have submitted a three year financial forecast as at 30 June 2017. This information will be updated annually.

• Three year plan submissions - as at 30 June 2017 (PDF, 220KB)

Companies House has the equivalent information for Academies. 

Papers for school forum 15 June 2017 

2016/17 -  DSG finance update - maintained schools balances and earmarked reserves

• School carry forwards 31 March 2017 (PDF, 216KB)

2016/17 -  DSG finance update - list of schools where clawback is being applied

• School clawback 2016 -17 website 2017 (PDF, 184KB)