Management Information Sheet

Surplus Balances - Application for Additional Exception

MI Sheet TypeAction
To Be Completed By: 28/02/2012
MI Number:291/11
Publication Date:06/01/2012 12:00:00
LA Contact:Alison Randall (01603 224273)
Audience:Headteachers/Finance Governors/Finance Staff

Surplus Balances - Application for Additional Exception

Norfolk’s Scheme for Financing Schools includes a paragraph at section 4.2(d) to enable schools to carry forward additional exceptional year-end surplus balances, subject to the production of appropriate supportive evidence.

Attached for your consideration are details of the process for schools to request an additional surplus balance exception together with the timescale for the information to be submitted. Any application must be completed and returned to Alison Randall, School Support Manager, School Finance Team, Room 047 County Hall, no later than 28th February 2012. Any applications received after this date cannot be considered.

If you require any support or have any queries, please contact your Finance Support Officer in the first instance.