Welcome to Centre for Education
& Finance Management

With 634 policy & guidance documents and
over 1286 active downloads in popular formats

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Personnel
Provides schools with policies and guidance for all aspects of their personnel function.

Model Job Descriptions & Person Specifications
A comprehensive portfolio for both teaching and support staff.

Model Forms & Letters
Template documents that may be required for administrative purposes within the school.

School Policies
Non personnel policies that CEFM recommends schools adopt.

Finance & Fundraising
Information and best practice on school financial management.

Governance
Information, policies & good practice guidance on matters affecting the Governing Body.

School Handbook
Assistance to those schools wanting a handbook on school procedures for staff.

Education Updates
Timely alerts to changes in education management matters.

Help & Advice Line
Provides accurate & detailed answers to management issues within the school.

Occupational Health
Access to Occupational Health guidance and services.

Answers and Articles
Email questions to CEFM's team.

Academy Accounting
Alerts, guidance and a Chart of Accounts.

Academy Financial Procedures Manual
Generic financial procedures manual for academies.

Academy Reporting Pack
Package to produce section of the year end accounts derived from the chart of accounts.

Academy Email Alerts & Responses
Alerts from DfE, YPLA, HMRC & the Charity Commission.

Recently Reviewed Documents

18 May - Personnel - Single Equality Scheme - Updated
17 May - Academy Email Alerts and Responses - 05: May 2012 ii - Bill submission to EFA and AGM considerations - New
16 May - Personnel - PPA [Planning, Preparation and Assessment Policy] - Reviewed without change
16 May - Personnel - Stress Management and Avoidance - Reviewed without change
15 May - Finance and Fundraising - Specific Projects: Application Deadlines - Updated
15 May - Finance and Fundraising - Specific Projects: Miscellaneous - Updated
15 May - Finance and Fundraising - Specific Projects: Sport - Updated
14 May - Model Forms - Access to Medical Records Consent Form - Reviewed without change
14 May - Model Forms - CRB - Request To Complete CRB Form - Reviewed without change
14 May - Model Forms - Extended Leave - Application for Extended Leave of Absence - Reviewed without change
14 May - Model Forms - Extended Leave - Response to Application for Extended Leave - Reviewed without change
14 May - Model Forms - Medical Questionnaire - Reviewed without change
14 May - Model Forms - Request for Absence - Reviewed without change
14 May - Model Forms - Self Certification for Sickness - Reviewed without change
14 May - Model Job Descriptions - Administration Assistant (Clerical / Receptionist) - Reviewed without change
14 May - Model Job Descriptions - Administration Assistant (General) - Reviewed without change
14 May - Model Job Descriptions - Administration Assistant (Officer) - Reviewed without change
14 May - Model Job Descriptions - Administration Assistant (Senior) - Reviewed without change
14 May - Model Job Descriptions - Administration Manager - Reviewed without change
14 May - Model Job Descriptions - Assistant Librarian - Reviewed without change
14 May - Model Job Descriptions - Assistant Premises Manager - Reviewed without change
14 May - Model Job Descriptions - Caretaker - Reviewed without change
14 May - Model Job Descriptions - Cleaner - Reviewed without change
14 May - Model Job Descriptions - Cleaning Supervisor - Reviewed without change
14 May - Model Job Descriptions - Clerk to Governors - Reviewed without change
14 May - Model Job Descriptions - Handy Person - Reviewed without change
14 May - Model Job Descriptions - Headteacher's PA - Reviewed without change
14 May - Model Job Descriptions - Inclusive Education Assistant - Reviewed without change
14 May - Model Job Descriptions - Lead Learning Mentor - Reviewed without change
14 May - Model Job Descriptions - Learning Resources Manager - Reviewed without change
14 May - Model Job Descriptions - Librarian - Reviewed without change
14 May - Model Job Descriptions - Library Assistant - Reviewed without change
14 May - Model Job Descriptions - Office Manager - Reviewed without change
14 May - Model Job Descriptions - Premises Assistant - Reviewed without change
14 May - Model Job Descriptions - Premises Manager - Reviewed without change
14 May - Model Job Descriptions - Senior Administrative Officer - Reviewed without change
14 May - Personnel - Capability for Support Staff - Reviewed without change
3 May - School Policies - Lifeskills Policy - Updated
1 May - Academy Email Alerts and Responses - 05: May 2012 i - Scholarship Funds - New
30 Apr - Finance and Fundraising - Academies & Schools: Development Plans and Budgeting - Reviewed without change
30 Apr - Finance and Fundraising - Academies & Schools: Extended Services Staffing and Premises - Reviewed without change
30 Apr - Finance and Fundraising - Academies & Schools: Financial Risk Checklist - Reviewed without change
30 Apr - Finance and Fundraising - Academies in a Nutshell: Admissions, SEN and Exclusions - Reviewed without change
30 Apr - Finance and Fundraising - Academies in a Nutshell: Finance Conversion Checklist - Reviewed without change
30 Apr - Finance and Fundraising - Academies in a Nutshell: Memorandum and Articles of Association - Reviewed without change
30 Apr - Finance and Fundraising - Academies in a Nutshell: Month End Finance Checklist - Reviewed without change
30 Apr - Finance and Fundraising - Maintained Schools: Extended Services Local Authority Control - Reviewed without change
30 Apr - Finance and Fundraising - Maintained Schools: Local Authority Schemes for Financing Schools 2011/12 - Reviewed without change
30 Apr - Finance and Fundraising - Maintained Schools: Schools Financial Value Standard - Reviewed without change
30 Apr - Finance and Fundraising - Maintained Schools: SFVS Good Practice Checklist - Reviewed without change
30 Apr - Finance and Fundraising - Single Academy Funding Agreement - Reviewed without change
30 Apr - Personnel - Restructuring and Redundancy Policy - Updated
30 Apr - Personnel - Whole School Pay Policy - Updated
26 Apr - Personnel - Salaries - Teachers - Updated
23 Apr - Model Forms - Application Form for Support Staff - Updated
23 Apr - Personnel - Equal Opportunities - Reviewed without change
20 Apr - Model Forms - Application Form for Teaching Staff - Updated
20 Apr - Model Forms - CRB - Previous Disclosure Offered - Consent for Release of Information - Reviewed without change
20 Apr - Model Forms - CRB - Previous Disclosure Offered - Counter-signatory Declaration for Portability - Reviewed without change
20 Apr - Model Forms - Letter to GP Requesting Information on Health of Member of Staff - Reviewed without change
19 Apr - Education Updates - Education Update 04: April 2012 iii - New
19 Apr - Personnel - Flexible Working - Updated
19 Apr - Personnel - Performance Management - Updated
19 Apr - Personnel - Personnel Verification Request - Reviewed without change
16 Apr - Personnel - Adoption Guidelines - Updated
16 Apr - Personnel - Capability for Teachers - Updated
16 Apr - Personnel - Paternity Leave & Pay - Guidance - Updated
16 Apr - Personnel - Pregnancy and Maternity Guidelines - Updated
5 Apr - Personnel - School Staffing Regulations - Updated
4 Apr - School Policies - Detention Policy - Updated
2 Apr - Education Updates - Education Update 04: April 2012 i - New
2 Apr - Education Updates - Education Update 04: April 2012 ii - New
2 Apr - Personnel - Substance Abuse - Updated
2 Apr - School Policies - Student Substance Abuse - New
29 Mar - School Policies - Curriculum Complaints - Updated
29 Mar - School Policies - Curriculum Policy - Updated
28 Mar - School Policies - School Lettings - Updated
27 Mar - Model Forms - Letter to Vulnerable Staff - Updated
27 Mar - Model Forms - Redundancy Notice Letter - Updated
27 Mar - Personnel - Salaries - Support Staff - Updated
23 Mar - Answer and Articles - Changes to NPQH - New

Welcome to CEFMi,
CEFM's On-Line Guidance and Information Centre.

CEFMi is a unique service, containing over 5,500 pages of text conveniently located under eight main headings. No other website offers a complete service specifically written for schools.

Users can be confident that they always have access to up-to-the-minute information and that they will be notified of any amendments and/or additions.

The Centre for Education & Finance Management and its predecessors have been assisting schools on financial, educational, personnel and legal matters since the inception of Local Management of Schools in 1990.

This site contains a comprehensive database of policy and guidance documents.

Key Features of CEFMi

  • Available both on-line and locally via download options
  • Clear, easy to follow navigation menus
  • Last reviewed and next review dates for all documents
  • All changes are easy to follow with the revisions log sheet
  • A monthly update email
  • Under constant review, with old documents being removed

CEFM's main website outlining the other services we have to offer the UK's education sector can be found at www.cefm.co.uk