Services offered 2012/13 - Sunderland Learning Hub

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FINANCE SERVICETEAM MANAGER:David May, Finance ManagerEmail:david.may@sunderland.gov.uk 0191 561 1826SUMMARY OF THE SERVICE:Sunderland Council already works in partnership with local Academies and will continue todevelop services that help them to meet their responsibilities in relation to their pupils and a rangeof other stakeholders including Parents, Governors, Ofsted, Central Government and theEducation Funding Agency.Conversion to academy status brings with it a number of new financial reporting and accountingresponsibilities that differ from those in the maintained sector. Sunderland’s newly developedAcademies Finance Service retains many of the valued services provided under the SchoolsFinance Service, but recognises the different accounting and reporting functions that are requiredto support Academies in meeting the main conditions and requirements of their grant funding.The services offered will be delivered through a combination of indirect support through theprovision of a telephone enquiry service; toolkits to support effective budget management; directsupport which can include focused visits with Headteachers, Business Managers, attendance atGovernors meetings and where appropriate the development of documented procedures andexamples of best practice.TEAM BASE:Sandhill Centre, Grindon Lane, Sunderland SR3 4ENSERVICES OFFERED UNDER THE SLA:FINANCIAL ACCOUNTING SERVICESFinancial Management System (SAP) and Technical Services:SAP Includes:Technical Services Includes:• Accounts Payable (Purchase ledger) • Cash Management• Accounts Receivable (Sales ledger) • Debt Management• Nominal / General Ledger (Chart of Accounts) • Banking services• Processing contract charges • Financial Reporting• Purchasing & Procurement • Production of Final Accounts• System Reports • Advice & Guidance on VATSystems & Controls• Advice on finance related roles & responsibilities• Advice and guidance on controls and procedures related to financial transactions andprocesses• Cash management, banking arrangements, including cash flow management and bankreconciliation and internal procedures for the use of purchase / credit cards• Setting of fees and charges for Academy generated income and activities• Purchasing, including effective controls and value for money32
• Accounting and recording of assets, including stocks and stores• Financial advice and guidance in relation to the Academies Financial Handbook, TheStatement of Recommended Practice for Charities (SORP) and any other statutory orregulatory requirementsProduction of Accounts• Accounting policies and procedures• Production of financial statements, including notes, accounting policies and carry forwardcalculations or Independent verification of annual accounts as required by AcademiesFinancial Handbook (5.5)• School (Academy) Fund Accounts• Accounting for VAT and VAT Grant ClaimsMANAGEMENT ACCOUNTING SERVICESBaseline Financial Management Servicea) Advice and guidance on Academies Finance Manualb) Advice and guidance on Schools & EYSFF Funding Formulaec) Telephone enquiry service between 8:30 and 17:15 Mon to Thursday and 8:30 to 16:00on Fridayd) Provision of integrated budget pack which includes:‣ Three year budget plan template (EFA format)‣ Out-turn report template (EFA format)‣ EYSFF Planning Tool‣ Salary costing report provided in advance of setting the annual budget‣ Annual salary table for teaching and non-teaching staff‣ Annual and mid term EFA budget return templatee) Access to Finance Service User Groups for Nursery, Primary & Special SchoolsAs well as the baseline financial management service stated above additional services can beaccessed at varying levels to meet individual academy needs. Using the knowledge andexperience gained over the years in supporting schools alongside discussions with all schoolsduring the Autumn Term 2011, the following packages have been designed. All visits will beundertaken by your named Schools Finance Officer and will also include the provision of adetailed report where appropriate.Package A: up to 4 days of direct supportPackage B: up to 7 days of direct support.Package C: up to 10 days of direct supportThe services that academies have access to as part of the packages set out above are:Budgeting and Financial Reporting• Costing and setting Annual Budget Plans, including drafting EFA budget submissions(GAG1 & GAG2) for governors approval• Internal budget management processes• Calculation of employee costs, including salary tables and future updates• Advice, guidance and information on the current and future schools funding system• Costing indicative medium / longer term budget plans• Provision of End Year provisional Out-turn Statements (GAG 3) and Governors reports(from schools financial information)• Provision of trading statements• Forecasting EYSFF Income from Local Authority (Primary Schools and Academies Only)• Business planning for income generating activities e.g. day-care, lettings33
Page 1 and 2: Services to Schools2012 - 2013Servi
Page 3 and 4: CONTACT NAMEPAGEManagement Support
Page 5 and 6: ADMISSIONS SERVICETEAM MANAGER:Val
Page 7 and 8: MONITORING AND EVALUATION:• Revie
Page 9 and 10: SERVICES OFFERED UNDER THE SLA:Leve
Page 11: All service users have access to a
Page 14 and 15: Face to Face -IAG interviews and Tr
Page 16 and 17: COMPLAINTS/DISPUTESIf a school is d
Page 18 and 19: COST OF SERVICES:Standard Placement
Page 20 and 21: EDUCATIONAL PSYCHOLOGY SERVICETEAM
Page 22 and 23: COST OF SERVICES:Charges are based
Page 24 and 25: EDUCATION SAFEGUARDING SERVICETEAM
Page 26 and 27: EST Support Packages:Band A establi
Page 28 and 29: COST OF SERVICES:As this service is
Page 30 and 31: Information, including details of f
Page 34 and 35: • Production & Analysis of Benchm
Page 36 and 37: COMPLAINTS/DISPUTESIf an academy is
Page 38 and 39: ACADEMY RESPONSIBILITIES• The Aut
Page 40 and 41: • Training Needs AnalysisThe Heal
Page 42 and 43: contractors and members of the publ
Page 44 and 45: The audit will involve: -• Openin
Page 46 and 47: maintenance and construction contra
Page 48 and 49: ObjectivesBy the end of the course
Page 50 and 51: Back Care and Manual Handling of In
Page 52 and 53: Competence of professional Health a
Page 54 and 55: HUMAN RESOURCES ADVICETEAM MANAGER:
Page 56 and 57: COST OF SERVICES TRADED SERVICES ON
Page 58 and 59: SCHOOL ICT NETWORKHEAD OF SERVICE:T
Page 60 and 61: The Virtual Learning Environment (V
Page 62 and 63: School TypeCore Network ChargesNurs
Page 64 and 65: SCHOOL ICT SERVICES (EDIT)HEAD OF S
Page 66 and 67: • Use with supported administrati
Page 68 and 69: Response Time B where the problem i
Page 70 and 71: mind its importance and urgency rep
Page 72 and 73: In addition to the above EDit staff
Page 74 and 75: OCCUPATIONAL HEALTH ADVICETEAM MANA
Page 76 and 77: SpirometryAll employees exposed to
Page 78 and 79: SUNDERLAND CITY COUNCILOCCUPATIONAL
Page 80 and 81: MONITORING AND EVALUATION• Intern
Page 82 and 83:
Services offered under the SLA to J
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estimates, National Standard Progre
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SUPPORT & INTERVENTION TEAMTEAM MAN
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• support the development of lead
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Monitoring of KS2 SATs administrati
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• Health check-SIP type visit and
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SCHOOLS LIBRARY SERVICETEAM MANAGER
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c) A selection of story bags for Fo
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COST OF SERVICES:The Schools Librar
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Advice and supportAdvice and suppor
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The Academy prospectus shall includ
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SERVICES OFFERED:Due to the nature
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Local Government Pension SchemeProd
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• The current software in operati
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• The SSC will monitor in conjunc
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COMPLAINTS/DISPUTES:If an academy i
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‘clerking hour’ which includes
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COMPLAINTS/DISPUTESIf an academy is
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All beds are either chemically trea
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REFUSE AND RECYCLING SERVICE FOR AC
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• The Service benchmarks its char
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SERVICE DELIVERY MECHANISM:Access t
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SERVICE DELIVERY MECHANISM:Inspecti
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SECURITY SERVICES, CASH IN TRANSITT
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COMPLAINTS/DISPUTES:If an academy/s
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Energy Audits andSurveys• Monitor
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ACADEMY PREMISES - DUTY TO MANAGETE
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SERVICE STANDARDS, MONITORING & EVA
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• Management of Council Keyholdin
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BUILDING CLEANING SERVICETEAM MANAG
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equired (e.g. when sealing wooden f
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Investors in People• Building Cle
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BUILDING SERVICESTEAM MANAGER:Colin
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A telephone satisfaction survey is
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• Builders clean following altera
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Information derived as a result of
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The Building Cleaning Service will
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ACADEMY / SCHOOL RESPONSIBILITIESTh
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FOOD SERVICE PROVISION• Complianc
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• Absence monitoring and welfare
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COST OF SERVICES:Charges will be de
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BEHAVIOUR SUPPORT SERVICETEAM MANAG
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MONITORING AND EVALUATION:All aspec
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