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Finance Information Group Schools Financial Services www.theeducationpeople.org House Keeping Health & Safety Fire Drill Timings Mobile Phones www.theeducationpeople.org Agenda Welcome Update on School Funding Schools


  1. Finance Information Group Schools Financial Services www.theeducationpeople.org

  2. House Keeping… • Health & Safety • Fire Drill • Timings • Mobile Phones www.theeducationpeople.org

  3. Agenda Welcome Update on School Funding Schools Financial Services Updates Compliance Presentation GDPR and contacting SFS Coffee Break Training – Recasting of Budgets Close www.theeducationpeople.org

  4. Schools Financial Services Update • Corporate Card E-learning • TEP Expo - November • Autumn Training Courses now available on CPD Online • BPS Pay scale updates • Budget Setting timeline for 2020-21 • Budget Setting courses - April 2020 www.theeducationpeople.org

  5. GDPR and contacting SFS From 1 September 2019, SFS have made some further changes to how we communicate and retain information sent and received from our customers: These include the following: • Receiving documents from SFS • Sending documents to SFS • Saving files to the BPS Document store • Information retained by SFS An e-mail was sent in September to all schools and academies who deal with SFS advising them of the above. www.theeducationpeople.org

  6. GDPR and contacting SFS Receiving documents from SFS • Any sensitive information will be sent via a secure e-mail facility • Use ‘one - time’ passcode option to open the e -mail • Instructions have been provided to schools • Any problems, call the Help Desk on 03000 415 415 www.theeducationpeople.org

  7. GDPR and contacting SFS Sending documents to SFS • Any sensitive information should be sent via a secure e-mail facility (e.g. Outlook Secure, Egress etc) • Contact the Help Desk when sending secure e-mails to ensure information can be received • Only reply to e-mails sent from our CRM system if your query/request relates to the same subject. • Use the BPS Document Store where possible • Protect your schools information! www.theeducationpeople.org

  8. GDPR and contacting SFS BPS Document store • Password protected • Only accessible by those with the necessary access to do so • Numerous types of files can be uploaded • Instructions on how to do this are available • Easy way to make information available to the contract officer assigned to your school • Delete any files that are no longer needed www.theeducationpeople.org

  9. GDPR and contacting SFS Information retained by SFS • SFS have contact details on a Customer Relationship Management (CRM) system • Any contact information will be removed when no longer required • Data collection exercise twice a year to keep details relevant • All contacts removed within 12 months of notification of ceasing Core Financial Support Package • Kent maintained school information will remain to meet statutory obligations www.theeducationpeople.org

  10. Thank you www.theeducationpeople.org

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