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School finance contacts


Children, Schools and Families Finance

  • Assessing the implications of public expenditure planning and other national and local funding issues in relation to schools and other education services
  • Planning and co-ordinating the budget strategy for the local education authority (LEA) and schools' sectors
  • Developing, operating and interpreting the funding formula for Surrey schools
  • Distributing the pupil premium (except looked after children) and other school related grants
  • Determining the LEA's scheme for financing schools and approving the supporting Local Management of Schools (LMS) finance manual. Developing and maintaining formal approval arrangements for school loans and licensed school deficits
  • Advising elected members, officers, schools and other stakeholders as necessary on strategic financial matters relating to education
  • Maintaining and managing the constitution of the statutory Schools Forum, ensuring proper election procedures, that all prescribed financial issues are consulted upon and advising the Forum in their decision-making responsibilities

Contact

Head of Finance, Schools and Learning - Lynn McGrady, Telephone - 020 8541 9212


Schools Funding Team - Senior Principal Accountant, Schools Funding

  • Assessing implications of national funding changes and legislation on schools budgets
  • Development and operation of the formula for determining the allocation of resources to schools
  • Preparation of the annual section 251 budget statement (Surrey schools' budgets)
  • Scheme for financing schools
  • Approving leases

Contact

David Green, Telephone - 020 8541 8010, Team email - schoolsfunding@surreycc.gov.uk


Schools Funding Team - Senior Accountant

  • Assisting the senior principal accountant (schools funding) with development work on the funding formula
  • Consistent financial reporting
  • Monitoring the balances of maintained schools
  • Budget verification and forecasting tools
  • Schools capital, in particular Devolved Formula Capital (DFC) monitoring

Contact

Georgina Feather, Telephone - 020 8213 2712 Team email - schoolsfunding@surreycc.gov.uk

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Schools Funding Team - Accountant

  • Primary (including nursery classes), secondary, and nursery schools formula allocations, adjustments and development.
  • Top up funding for special schools and special educational needs centres
  • Monthly payments to academies for non formula funding (excluding ISPSB)
  • Pupil premium (free school meals, adopted from care and service children) allocations
  • Additional DfE grants eg Universal Infant Free School Meals (UIFSM), PE and Sports Premium, Year 7 Catch-up Premium
  • Education trust funds

Contact

Jill Harris (Mon-Thurs), Telephone - 020 8541 9524, Team email - schoolsfunding@surreycc.gov.uk


Schools Funding Team - Senior Finance Assistant

  • Special education recoupment and top up funding for other local authority pupils in Surrey schools
  • Website co-ordination
  • In year fair access protocol (IYFAP) allocations

Contact

Ian Fuoco, Telephone - 020 8541 9553, Team email - schoolsfunding@surreycc.gov.uk


Schools Funding Team - Finance Assistant

  • School census download and analysis
  • Organisation, collection and publication on website of statistical data on school rolls
  • Budget monitoring of expenditure on school rents and rates
  • Schools financial value standard (SFVS) returns

Contact

Jenny Beedell (term time only), Telephone - 020 8541 9554, Team email - schoolsfunding@surreycc.gov.uk

Schools Finance Team

  • Budget plans for schools and monitoring of schools in deficit or at risk of deficit
  • Consistent financial reporting
  • Local Management of Schools (LMS) finance manual
  • Local bank account reconciliations and cash advances
  • Staff cover scheme
  • Tabulation distribution/format/content including requests for amendments and advice on Surrey coding structure
  • Monthly expenditure returns (FIN U81As)

Contact

Sue English Telephone - 01483 404978 email - sue.english@surreycc.gov.uk

Caroline Panayiotou Telephone - 01483 404976 email - caroline.panayiotou@surreycc.gov.uk

Jenny Brown Telephone - 01483 404977 email - jenny.brown@surreycc.gov.uk

For routine queries please use the email addresses below:

schools.budgets@surreycc.gov.uk

For submitting budget plans and recovery plans

staff.cover@surreycc.gov.uk

For submitting staff cover sickness claims

maternity.claims@surrey.gov.uk

For submitting staff cover maternity claims

central.codeadjustments@surreycc.gov.uk

For submitting central code adjustment requests

fmr.monitoring@surreycc.gov.uk

For submitting monitoring reports for schools subject to additional monitoring and for children's centres

ereports@surreycc.gov.uk

For submitting year end information and changes to email addresses for monthly tabs

Please note that the role of this team is largely to fulfil the statutory responsibilities of the LA in respect of school financial management and accounting. The team does not provide additional traded support such as bursar cover, support with SIMS FMS, recruitment support or financial planning advice over and above that necessary to minimise the risk of a budget deficit. These additional services may be purchased from a range of providers.

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Children, Schools and Families Operations Team

Allocation of additional funding for pupils with Education Health Care Plans.

Contact

Team email - ispsbdutybox@surreycc.gov.uk

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