Finance for governors

Advice about finance for school governors.

What is finance for governors?

This section of the governors' area is where we can offer for download the local authority reports that governing bodies are being asked to consider.

We wish to move away from printing and posting out literally tens of thousands of sheets of paper each term.

Please click on the title of the document you require in the format most appropriate to your needs.

If you require a document in an alternate format please contact:

Amanda Hall-Miell
Senior governor support officer
Tel: (01482) 392446

Can I access budget tools?

Yes. Download the relevant documents as PDFs below.

Schools Financial Value Standard (SFVS)

For further information please see the link below:

Department for Education Schools financial value standard and assurance (external website)

Annual contracts and Service Level Agreements

Coding of Annual Contracts and Service Level Agreements (word 29kb)

List of Service Level Agreements and Annual Contracts (word 70kb)

Budget adjustment scenario calculator (BASC)

Spreadsheet that allows schools to cost out changes in staffing and other areas of spend and or calculate savings and assess the impact of those changes on school balances.

Budget Adjustment Scenario Calculator (excel 141kb)

Budget monitoring report (example) and guidance notes

Budget Monitoring Report (pdf 53kb)

Can I access training presentations?

Yes. Download the relevant documents below.


Schools Finance Training January 2015 (ppt 12mb)

Schools Financial Value Standard 2012

SFVS Presentation 2012 (ppt 648kb)

SFVS Presentation (pdf 573kb)

Governors' finance training

A presentation that briefly discusses the individual roles of governors with finance responsibilities and brief update on current matters/areas which should be discussed and evaluated.

Governors' Finance Training Presentation (ppt 282kb)

Can I access manuals of guidance?

Yes. Download the relevant documents as PDFs below.

Finance manual (adapted for schools)

Finance Manual (Adapted for Schools) (pdf 877kb)

Scheme for financing schools

Scheme for Financing Schools (pdf 415kb)

Can I access reference information?

Yes. Download the relevant documents as PDFs and Excel spreadsheets below.


A blank version is available as well as the version containing recommended answers:

CRSA - blank version (excel 150kb)

CRSA - containing recommended answers (excel 221kb)

Appendix A Statement of schools' budget share

Appendix A Statement of Schools Budget Share Primary (word 19kb)

Appendix A Statement of Schools Budget Share Secondary (word 17kb)

List of abbreviations and acronyms

List of Abbreviations and Acronyms (pdf 113kb)

Questions governors may wish to ask

Questions Governors may want to ask (word 41kb)

Financial information governors should see at governing body meetings

Documents Governors should see (pdf 20kb)

Standard governing body agenda items

Standard Governing Body Agenda Items (excel 38kb)

Valuable lessons action plan

School Governors.

Valuable Lessons Action Plan (pdf 122kb)

Audit of school fund - template

Audit of School Fund - template (word 115kb)

Subscribe to East Riding of Yorkshire Council

Stay updated on the latest East Riding news

We use GovDelivery to send you emails, which is secure and you can choose to stop receiving emails at any time.

Find out more in our Privacy notice.

Subscribe to East Riding News