A number of schools have not yet responded to the Year End Deficit/Surplus Balance Pre-Populated Form, previously sent via AnyComms. Thank you to those that already have, your responses have been recorded.
A new submission form has been sent to those schools where we haven’t yet received a response, if you could please log into AnyComms/Devon Transfer and select the ‘Pre-populated Form’ option from the menu on the left.
Further information regarding the task, is provided on the following web page:Budgets – Support for schools and settings , the relevant text guidance is provided below:
Further information regarding the pre-populated forms in AnyComms can be found here: AnyComms Guidance Notes
Deficit/Surplus Balance Reporting
An AnyComms pre-populated form will also be used to collate school returns for this task. Please review the form and answer all questions, once complete, please return via AnyComms.
We will require an detailed explanation for Deficit/Surplus Balances that fall within the following thresholds. Please record your cumulative deficit/surplus balance on the return:
- Surplus balances that are 5% or more of delegated resources (School Budget Share) for Secondary schools or 8% or more for Special and Primary schools. There will be no requirement to report where the balance is less than £50,000.
- Any Deficit balance. If for whatever reason a school has a deficit balance at the end of a financial year, the deficit should be treated as a charge against the school’s budget share for the following year.
- Numeric values must be entered as whole numbers only, no decimals.
Note: If you are part of a single budget federation, only the hub school will receive a pre-populated form for completion.
Please take a print screen/PDF copy of your entries prior to submission to ensure you have a copy for your records.
If you do not receive an AnyComms pre-populated form for deficit/surplus balance reporting, please let us know via our mailbox: financeschools-mailbox@devon.gov.uk