Management Information Sheet

2016/17 School Balances: Request for Additional Exception

MI Sheet TypeAction
To Be Completed By: 24/02/2017
MI Number:4/17
Publication Date:13/01/2017 12:00:00
LA Contact:Paul Harker (01603 223548)
Audience:Headteacher/Chair of Governors/Chair of Finance
Links:Instructions for 2016-17 Balances Additional Exception.pdf
Valid Reasons List for 2016-17 Balances Additional Exception.pdf
Blank Application Form for 2016-17 Balances Additional Exception.xls
Example Application Form for 2016-17 Balances Additional Exception.xls

2016/17 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 Paul Harker, Finance Team Manager, Finance and Business Services Team, Room 047 County Hall, no later than Friday 24th February 2017. 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.