Management Information Sheet

2012-13 School balances - Request for additional exception

MI Sheet TypeAction
To Be Completed By: 28/02/2013
MI Number:11/13
Publication Date:11/01/2013 12:00:00
LA Contact:Your Finance Support Officer
Audience:Headteacher/ Chair of Governors/ Chair of Finance
Links:1 Instructions for 2012-13 Balances Additional Exception.xls
2 Valid Reasons List for 2012-13 Balances Additional Exception.xls
3 Blank Application Form for 2012-13 Balances Additional Exception.xls
4 Example Application Form for 2012-13 Balances Additional Exception.xls

2012-13 School balances - Request 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.

For your consideration below, are details of the process for schools to request an additional surplus balance exception together with the timescale for the information to be submitted.
1 Instructions for 2012-13 Balances Additional Exception
2 Valid Reasons List for 2012-13 Balances Additional Exception
3 Blank Application Form for 2012-13 Balances Additional Exception
4 Example Application Form for 2012-13 Balances Additional Exception

Any application must be completed and returned to Alison Randall, Service Development Manager, School Finance Team, Room 047 County Hall, no later than 28 February 2013. 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.