Management Information Sheet

2015/16 School Balances: Request for Additional Exception

MI Sheet TypeAction
To Be Completed By: 26/02/2016
MI Number:239/15
Publication Date:01/01/2016 12:00:00
LA Contact:Martin Oswick
Audience:Headteacher/Chair of Governors/Chair of Finance
Links:Instructions & Reasons for 2015-16 Balances Additional Exception.pdf
Example Application Form for 2015-16 Balances Additional Exception.xls
Blank Application Form for 2015-16 Balances Additional Exception.xls

2015/16 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.

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 Martin Oswick, Finance Team Manager, School Finance Team, Room 047 County Hall, no later than Friday 26th February 2016. 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.