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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
  • Commissioning and monitoring finance services from Babcock 4S and other services to fulfill LEA financial responsibilities
  • 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


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


David Green, Telephone - 020 8541 8010   Team email -

Schools Funding Team - Senior Accountant

  • Assisting the senior principal accountant (schools funding) with development work on the funding formula
  • Consistent financial reporting
  • Outturn statement
  • Devolved formula capital monitoring
  • Top up funding of pupil referral units
  • UNICORN recharges and monitoring


Sarah Welsh (Tues-Fri), Telephone - 020 8213 2731   Team email -

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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
  • 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 
  • Verification and forecasting tools
  • Education trust funds


Jill Harris (Mon-Thurs), Telephone - 020 8541 9524  Team email -

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


Ian Fuoco, Telephone - 020 8541 9553  Team email -

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


Jenny Beedell (term time only), Telephone - 020 8541 9554 Team email -

Babcock 4S

  • Admin officers cover/induction
  • Budget plans for schools
  • Catering and free school meals
  • Consistent financial reporting
  • Data and information management
  • Financial advice for schools
  • Financial training for schools
  • Lettings advice
  • School office support (SOS) newsletter (except where otherwise stated)
  • SIMS FMS financial queries
  • Support meeting
  • Copyright licensing
  • Local Management of Schools (LMS) finance manual
  • Local bank account service
  • Staff cover scheme
  • Tabulation distribution/format/content
  • Training for new admin officers
  • VAT advice


Babcock 4S website, Telephone - 0800 073 4444  Team email -

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Children, Schools and Families Operations Team

Allocation of additional funding for statemented pupils.


Anton Rajathungan (East), Telephone - 020 8541 7435 or

Chris Sansom (West), Telephone - 020 8541 9597

Team email -