Service Level Agreements 2018/19

The SLA options are based on the number of school visits and the duration of these visits. Subject to the time available during a visit, schools can request support in any of the services included in the attached School Finance Officers ‘In-School’ Finance Support Services schedule. Schools can adapt the SLAs to better suit their requirements by combining any of the above SLA levels with additional hours at an hourly rate of £54 per hour. For example, SLA Three plus 6 additional hours would give you 6 visits of up to 4 hours per visit at a cost of £3555 plus £324 =£3879.

Travelling time is not recorded as part of school visit duration.

The helpline service is available from 9.00 – 16.30 from Tuesday to Thursday.  Outside of these hours messages can be left on the SFST answerphone or emails can be sent to your designated Finance Officer. All messages and emails will be answered as soon as possible.

It is possible for schools to change their Finance SLA level should their circumstances change during the current year. Schools will be required to give a minimum of three months notice for changes to SLAs. It is possible for schools to purchase additional School Finance Officer time during the financial year. Additional time is chargeable by the hour at £54 per hour. It is recommended that schools purchase an appropriate level of service at the outset so that School Finance Officers and schools can plan visits in good time.

Details of SLAs 

Level One

  • Allows for 3 visits of up to 3 hours duration
  • Cost for 2018/19 is £ 3,032 per annum

Level Two

  • Allows for 3 visits of up to 6 hours duration
  • Cost for 2018/19 is £ 3,412 per annum

Level Three

  • Allows for 6 visits of up to 3 hours duration
  • Cost for 2018/19 is £ 3,555 per annum

Level Four

  • Allows for 6 visits of up to 6 hours duration
  • Cost for 2018/19 is £ 4,400 per annum

Level Five

  • Allows for 11 visits of up to 6 hours duration
  • Cost for 2018/19 is £ 6,047 per annum

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Details of Financial Services Available

Fund Allocations

  • Reconcile Agresso Fund Allocations to FMS and adjust FMS Funding if required
  • Adjust FMS budgets in line with Fund Allocation adjustments
  • Ensure that FMS Fund Allocations are in line with budgets for all funds

Budget Planning on HCSS Software

  • Examine staffing data in SIMS.net
  • Cost staffing changes
  • Analyse non staffing costs
  • Produce budget for year

Set up New Financial Year

  • Assist with new year procedures
  • Amend user defined reports
  • Amend codes as required

Enter & Fix Budget

  • Enter budget on SIMS FMS
  • Fix budget

Payroll Reconciliation

  • Check monthly Payroll Costings are input correctly
  • Check Monthly Payroll Control is zero
  • Check Monthly Staffing Commitments are cleared

Monitoring Staffing Budgets

  • Check & update Personnel module
  • Examine Salary Projection salary commitments to actuals
  • Advise on Staff Budget variances

Revised Budget Exercise

  • Assist Schools with the completion of Strategic Annual Revised Budget Exercise

Annual Closure of Accounts

  • Work through End of Year checklist 
  • Carry out End of Year system checks
  • Close Year
  • Notify School of Carry Forward and discuss Committed/Uncommitted Revenue Balances

Salary Upgrades

  • Upgrade salary pay scales, National Insurance & Superannuation

Chequebook Management

  • Check direct bank line transfers have been entered in FMS
  • Check B&NES Monthly Cash Advance income and expenditure have been entered in FMS
  • Reconcile Bank Statements
  • Ensure all returns required by the LA have been actioned

Consistent Financial Reporting

  • Update FMS coding structures and mapping to CFR report as developments occur
  • Reconcile FMS data in CFR reports and allocate Revenue balances to Committed/Uncommitted
  • Send Final CFR report electronically to the LA

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