Please click here to access the information and reporting template for Intended Use of Excess
Balances reporting for balances to be held at 31 March 2017.
The template includes pre-populated forecasted revenue carry forward balances taken from school Quarter 3 Budget Monitoring returns.
The deadline for all IUB submissions is 31 March 2017. You are advised to read the guidance provided within the letter and the template (including the flow chart) as well as the full Surplus Balances Protocol.