{"id":34243,"date":"2025-10-06T14:58:25","date_gmt":"2025-10-06T13:58:25","guid":{"rendered":"https:\/\/www.devon.gov.uk\/support-schools-settings\/?p=34243"},"modified":"2025-10-06T14:58:29","modified_gmt":"2025-10-06T13:58:29","slug":"administration-205-schools-end-of-year-deficit-surplus-balances-2024-25","status":"publish","type":"post","link":"https:\/\/www.devon.gov.uk\/support-schools-settings\/administration-205-schools-end-of-year-deficit-surplus-balances-2024-25\/","title":{"rendered":"Administration 205: Schools End of Year Deficit\/Surplus Balances 2024\/25"},"content":{"rendered":"\n<p>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.<\/p>\n\n\n\n<p>A new submission form has been sent to those schools where we haven&#8217;t yet received a response, if you could please log into AnyComms\/Devon Transfer and select the &#8216;Pre-populated Form&#8217; option from the menu on the left.<\/p>\n\n\n\n<p>Further information regarding the task, is provided on the following web page:<a href=\"https:\/\/www.devon.gov.uk\/support-schools-settings\/administration-and-finance\/finance\/budgets\/\">Budgets &#8211; Support for schools and settings<\/a> , the relevant text guidance is provided below:<\/p>\n\n\n\n<p>Further information regarding the pre-populated forms in AnyComms can be found here: <a href=\"https:\/\/devoncc.sharepoint.com\/:w:\/s\/PublicDocs\/Education\/EdRix05DCuJBgetRVjb2GEUBvGA4IOwV3uoC7aR_4LN2xQ?e=sRWIiU\" rel=\"noopener\">AnyComms Guidance Notes<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Deficit\/Surplus Balance Reporting<\/h3>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>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:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>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 \u00a350,000.<\/li>\n\n\n\n<li>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\u2019s budget share for the following year.<\/li>\n\n\n\n<li>Numeric values must be entered as\u00a0<strong>whole numbers only, no decimals.<\/strong><\/li>\n<\/ul>\n\n\n\n<p>Note: If you are part of a single budget federation, only the hub school will receive a pre-populated form for completion.<\/p>\n\n\n\n<p>Please take a print screen\/PDF copy of your entries prior to submission to ensure you have a copy for your records.<\/p>\n\n\n\n<p>If you do not receive an AnyComms pre-populated form for deficit\/surplus balance reporting, please let us know via our mailbox:&nbsp;<a href=\"mailto:financeschools-mailbox@devon.gov.uk\">financeschools-mailbox@devon.gov.uk<\/a><\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 [&hellip;]<\/p>\n","protected":false},"author":1888,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[18],"tags":[],"class_list":["post-34243","post","type-post","status-publish","format-standard","hentry","category-administration"],"acf":[],"publishpress_future_action":{"enabled":false,"date":"2026-05-22 22:29:20","action":"change-status","newStatus":"draft","terms":[],"taxonomy":"category","extraData":[]},"publishpress_future_workflow_manual_trigger":{"enabledWorkflows":[]},"_links":{"self":[{"href":"https:\/\/www.devon.gov.uk\/support-schools-settings\/wp-json\/wp\/v2\/posts\/34243","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.devon.gov.uk\/support-schools-settings\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.devon.gov.uk\/support-schools-settings\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.devon.gov.uk\/support-schools-settings\/wp-json\/wp\/v2\/users\/1888"}],"replies":[{"embeddable":true,"href":"https:\/\/www.devon.gov.uk\/support-schools-settings\/wp-json\/wp\/v2\/comments?post=34243"}],"version-history":[{"count":1,"href":"https:\/\/www.devon.gov.uk\/support-schools-settings\/wp-json\/wp\/v2\/posts\/34243\/revisions"}],"predecessor-version":[{"id":34244,"href":"https:\/\/www.devon.gov.uk\/support-schools-settings\/wp-json\/wp\/v2\/posts\/34243\/revisions\/34244"}],"wp:attachment":[{"href":"https:\/\/www.devon.gov.uk\/support-schools-settings\/wp-json\/wp\/v2\/media?parent=34243"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.devon.gov.uk\/support-schools-settings\/wp-json\/wp\/v2\/categories?post=34243"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.devon.gov.uk\/support-schools-settings\/wp-json\/wp\/v2\/tags?post=34243"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}