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Venue Venue
Facilitator/Tutor Facilitator/Tutor
Audience Audience
Cost Cost

Beginners Budget Setting for Schools with Workshops (Cancelled)

Reason for cancellation Low Numbers 
Event code SCH 19/440 
Event description Beginners setting the Budget using the Budget Planning Software 2019-20 (Demonstration, Questions and Answers) and workshop

9.30 - 16.30 Please arrive in time to ensure that your laptop is set up and internet access available by 9.15


This full day session is for individuals who have not previously set a budget for a local authority (Kent) school using the Budget Planning Software (BPS).

The assumptions will be that all delegates attending are at a Kent school which uses FMS6 and have purchased the core finance package which includes the Budget Planning Software. (There is a separate session for special schools). Any school that hasn’t completed and returned their core finance package agreement must do so before coming to the training.

The day will cover

• Funding information from the LA Budget team
• How to input information on to the funding templates and transfer to the BPS
• The structure and basic functions of the Budget Planning Software (BPS)
• How to update salary information to the BPS and apply the apprenticeship levy
• A demonstration of how to input the remainder of the 3 year budget information to the (BPS); funding, income and expenditure
• Any new features applicable for the latest version of BPS – (note: the process of monitoring the school’s budget will NOT be covered. Separate training dates for monitoring the school budget are available on CPD Online).
• Time will also be dedicated to a workshop session where each school will be able to work using their own information (note: There will be insufficient time to complete a full budget on the day.
• Questions will be taken

Delegates are required to bring along the following -

• Their letter of confirmation from CPD, to confirm that a place has been booked, for that day
• Delegates are required to bring along their own laptop and power pack
• Logon details must be available on the day to log in to your computer as well as BPS
• The BPS will be web based therefore access to the internet will be required. Please note the venue will have wireless internet in the room. Without internet access you will not be able to access your school’s BPS
• Candidates should bring a memory stick with them if they do not wish to bring hard copies
• The “Information required for 2019-20 Budget Setting on the BPS” document must have been completed and returned to Schools Financial Services prior to attendance. This document will be sent out separately to schools as an e mail early February 2019
• Please complete where required the Budget Setting Preparation Checklist which also provides details of information which you should bring along to the training session. This document will be sent out separately to schools as an e mail early February 2019

If you do not have all the necessary information on the day and are unable to stay for the whole session a half day charge may apply

Who should attend?

Finance staff and other school staff who will be involved in making strategic decisions about the way forward for the school

Please note that we cannot accommodate more than 2 delegates per school with one laptop between them

There will be a charge per person for non-attendance if Schools Financial Services is not informed of a cancellation within the required time. This will be in line with the existing terms & conditions on CPD Online

Training objectives Benefits of attending

• Delegates will receive a presentation on school funding
• Delegates will be aware of how to input salary information into the new Budget Planning Software
• Delegates will be aware of how to use the Budget Planning Software for building their school’s 3 year budget using information brought along to the session

Lunch will be provided

Please direct any queries relating to your Budget Setting course using the new Budget Planning Software to the Training section, telephone 03000 415 415

Key stages
All image Foundation image KS1 image KS2 image KS3 image KS4 image KS5 image 14-19/24 image 
Subject areas School Finance
Target audience
Administration Officer / Bursar / Business Manager / Finance Officer
target audience
Qualification level
Aylesham Business Hub, Ackholt Road, Aylesham, Canterbury, Kent, CT3 3AJ map
Location Dover
Training Provider The Education People - Schools Financial Services
Admin contact SFS Admin (
Debora Medcalf
Part of SLA? No
Kent LA cost
Other LA/Academy cost
Independent/PVI cost
Number of credits 0
Funding information
Start date Thursday 4 April 2019
Times 9.30 - 16.30
Number of sessions 1