Management Information Sheet

2019-20 Schools Balances: Request for Additional Exception

MI Sheet TypeInformation
To Be Completed By: 28/02/2020
MI Number:1/20
Publication Date:03/01/2020 12:00:00
LA Contact:Finance and Business Services Team (01603 307758)
Audience:Headteacher/Finance/Governor

2019-20 Schools Balances: Request for Additional Exception

The details of the process for schools to request an additional surplus balance exception together with the timescale for the information to be submitted have been attached for your consideration.

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 the 28 February 2020.

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.

  1. Instructions for 2019-20 Balances Additional Exception
  2. Valid Reasons List for 2019-20 Balances Additional Exception
  3. Blank Application Form for 2019-20 Balances Additional Exception
  4. Example Application Form for 2019-20 Balances Additional Exception