Guidance
BACS
LB Hillingdon BACS Guidance - July 2020 (PDF, 1 MB)
Bacs in Hillingdon Schools Presentation - October 2018 (ZIP, 2 MB)
Capital
Capital Monitoring Quarterly Guide August 2022 (Word doc, 920 KB)
Revenue Contribution to Capital - step by step v2.3 (Excel doc, 26 KB)
Revenue contribution to Capital Guidance September 2022 v1.1 (PDF, 144 KB)
Revenue Contribution to Capital Presentation - July 2015 (ZIP, 321 KB)
Car Allowance
Car Allowance - February 2017 (Word doc, 11 KB)
Cash Advance
OneDrive Cash Advance Guidance - December 2020 (PDF, 465 KB)
FMS6 Cash advance procedures v2.1 - August 2019 (Word doc, 2 MB)
How to download a file securely using USO-FX2 - November 2017 (PDF, 709 KB)
Cash Advance Guide - June 2016 (Excel doc, 1 MB)
Coding Lists for FMS
Appendix 6 - CFR Coding Overview and Listing 2024 v1.2 (Word doc, 75 KB)
Coding List 2024-25 Ledger Codes-CFR 1 (Excel doc, 32 KB)
Example Cost Centre-Ledger Code-CFR Code Structure 22-23. v1.2 (Excel doc, 33 KB)
Coding of IT contracts (Excel doc, 22 KB)
New codes for 24-25 (Excel doc, 22 KB)
Consistent financial reporting framework 2024 to 2025 - Guidance - GOV.UK (www.gov.uk)
Consultations
Consultation on changes for Scheme for Financing Schools (PDF, 128 KB)
Item 7a. Appendix LBH Scheme for Financing Schools 2023-24 (Word doc, 423 KB)
Extended Services
Extended Schools Codes Table v3.0 (Excel doc, 13 KB)
Extended Schools Setting Up on FMS (PDF, 613 KB)
Pupil focused & Community School Activity Flow Diagram v2.0 (Excel doc, 24 KB)
Financial Reporting
Budget Monitoring Sample - September 2017 (Excel doc, 68 KB)
Financial Reports Guidance SIMS FMS October 21 (PDF, 757 KB)
General
Setting up a desktop shortcut for GoToAssist guidance (PDF, 378 KB)
UTR for Tax-Free Childcare 8012318869 UB8 1UW (PDF, 93 KB)
High Needs
High Needs top up funding 2023-24 (Excel doc, 25 KB)
High Needs - August 2020 (Word doc, 12 KB)
Revised EHCP banding rates 2024.25 (Excel doc, 17 KB)
Induction
Induction for Head Teachers August 2023 (Word doc, 22 KB)
Induction for School Finance Officers August 2023 (Word doc, 24 KB)
Payments to Individuals
1 IR 35 and Payments to Individuals August 23 (Word doc, 24 KB)
Blank Employment Status Letter template (Word doc, 75 KB)
Private Funds
Use of Main and Private School Funds - September 2018 (PDF, 109 KB)
Guidance for the operation of School Voluntary Funds V6 (PDF, 169 KB)
Guidelines for auditors of School Private Funds V1 (Word doc, 45 KB)
Private Fund Year End Statement 2023-24 (Excel doc, 53 KB)
Private Funds Year End Guidance 2023-24 (Word doc, 801 KB)
Private Funds - use of SIMS FMS module v2.2 (PDF, 691 KB)
Private Fund Audits - extract Schools Audit Spring 2011 Newsletter (Word doc, 10 KB)
Purchase Cards
Government Procurement Card (GPC) Information Sheet (PDF, 59 KB)
Government Procurement Card (GPC) School Pack (PDF, 218 KB)
Government Procurement Card (GPC) Process Map (PDF, 19 KB)
Purchase Cards - August 2018 (Word doc, 12 KB)
Purchase Card Regulations - September 2017 (Word doc, 1 MB)
Returns Timetable
LA School Finance Returns Timetable 2024-2025 v1.2 (PDF, 132 KB)
Salary Information
APRIL 24 - Main Grade with Hourly Rates (Revised) (PDF, 120 KB)
School Teachers Pay - Sept 2024 - Stat Reqts and APs SCHOOLS (PDF, 156 KB)
NQT Loan application (PDF, 105 KB)
Weeks Per Year Paid from April 23 (for inputting contracts SIMS P7 & SBS) v1.1 (Excel doc, 34 KB)
Payroll Procedures - Draft for use by Schools - November 2018 (Word doc, 3 MB)
Payroll variance analysis (using FMS report) (Excel doc, 27 KB)
Processing of Childcare Vouchers on FMS - September 2017 (PDF, 139 KB)
Processing of NQT loans on FMS - January 2017 (PDF, 166 KB)
School Payroll Reconciliation - May 2012 (Excel doc, 39 KB)
Guidance Salary Posting on FMS - November 2012 (PDF, 645 KB)
Separation of overtime when posting salaries - September 2012 (PDF, 147 KB)
SBS Online
SBS Online Guides (ZIP, 12 MB)
Budgeting Software Flowchart What Do I Do Next 2023-2024 (Word doc, 99 KB)
Reconciling SBS to FMS6 2023-24 (Excel doc, 30 KB)
SBS Online Staffing Guidance 2023 (Word doc, 70 KB)
SBS Online Scenario Set Up Guidance 2023 (Word doc, 59 KB)
Data_Protection_Policy_2.1 (PDF, 282 KB)
SBS-Privacy-Notice (PDF, 278 KB)
Schools Balances and Benchmarking
Schools National Financial Benchmarking Guidance - August 2023 (PDF, 1 MB)
Schools Forum
Schools Forum v1.1 (PDF, 83 KB)
School Funding Consultations
Appendix 1.NFF rates values 2024-25 (Excel doc, 24 KB)
Appendix 2 Limiting Factors Value 2024-25 (Excel doc, 22 KB)
Hillingdon Schools Funding Forumla 2024-25 - Consultation Response (Word doc, 53 KB)
Notional SEN Budget - Consultation Paper (Word doc, 121 KB)
Notional SEN Budget - Consultation Response (Word doc, 56 KB)
National funding formula for schools and high needs 2024 to 2025 (PDF, 690 KB)
Schools Funding Formula 2024-25 Consultation (Word doc, 117 KB)
SFVS
Template_for_recording_related_party_transactions__RPTs__v3.0 2024.25 (Excel doc, 22 KB)
Schools_financial_value_standard_SFVS_checklist_2024-25 (Word doc, 32 KB)
SIMS FMS
Creating Cost Centres on FMS6 (PDF, 50 KB)
Creating new ledger codes on FMS6 (PDF, 331 KB)
Financial Reports Guidance SIMS FMS October 21 (PDF, 757 KB)
Linking Cost Centres to Ledger Codes in FMS6 (PDF, 99 KB)
Pre-printed cheques - Setup Parameters (PDF, 130 KB)
Writing Off Debtor Balances (PDF, 213 KB)
Teachers Pension Scheme
Age Retirement Form July 23 (PDF, 622 KB)
Change to TPS salary bands for employee contributions 2023 (Word doc, 15 KB)
Retirement Planning 2022 (PDF, 389 KB)
New starter Guide 2024 (PDF, 14 MB)
Things to consider before you retire 2024 (PDF, 79 KB)
Privacy Notice GDPR v9 - August 2019 (Word doc, 42 KB)
Privacy notices an explanation August 24 (PDF, 135 KB)
DfE Privacy Notice GDPR v12 March 2023 (PDF, 121 KB)
Leavers fact sheet November 2022 (PDF, 55 KB)
Non Pensionable Pay 2018 update (PDF, 167 KB)
A guide to My Pension Online May 22 (PDF, 926 KB)
Active_Teacher_August 2022 (PDF, 453 KB)
VAT - FMS Procedures
Changing default VAT codes in FMS (Word doc, 431 KB)
Schools Quarterly VAT Reconciliation check (Excel doc, 30 KB)
Setting up new 20% VAT codes in FMS6 (PDF, 358 KB)
Guidance for printing VAT Reports December 2020 v1.0 (PDF, 340 KB)
Old VAT codes on FMS amending descriptions (PDF, 290 KB)
VAT
Annual VAT Training for Schools 2023 (PDF, 598 KB)
VAT invoice guidance 2023 (PDF, 48 KB)
VAT School Letting Income (PDF, 7 KB)
Catering Calculator 2022 (Excel doc, 44 KB)
HM Revenue & Customs Penalty Leaflet (PDF, 40 KB)
VAT Guidance Appendix A&B revised - December 2019 (PDF, 158 KB)
VA School Flowchart - February 2018 (Word doc, 43 KB)
VAT Guidance for Schools - Nov 2022 (PDF, 499 KB)
VAT Treatment of Income and Expenditure 2013 (PDF, 121 KB)
VAT School Productions 2011 (PDF, 7 KB)
VAT Guidance – Outsourced School Meals Contracts - November 2011 (Word doc, 78 KB)
VAT Guidance Outsourced Catering Contracts - November 2011 (ZIP, 463 KB)
VAT and Food - November 2011 (Word doc, 33 KB)
CIS Guidance - March 2007 (PDF, 64 KB)
Schools VAT FAQs (Word doc, 24 KB)
Year End
Appendix D Lease Return Template 2023-24 (Excel doc, 35 KB)
Appendix E Remuneration form 2023-24 (Excel doc, 44 KB)
Appendix F IR35 Annual Declaration 2023-24 Template (Word doc, 26 KB)
Year End Guidance 2023-24 - Capital (Word doc, 570 KB)
Year End Guidance 2023-24 - Main Guidance v1.1 (Word doc, 132 KB)
Year End Guidance 2023-24 - Reports (Word doc, 3 MB)
Year End Guidance 2023-24 - Staff Remuneration (Word doc, 54 KB)
Year End Statement 2023-24 Appendices A&B (Excel doc, 75 KB)
Final FMS6 Close & Final CFR Upload Guidance year ending 23-24 (PDF, 562 KB)
