Internal review updates – Term 4 2023

Finance and Asset Management Policy

• Updated title to clarify the function of this policy.
• Updated content about strategic planning and reporting requirements.
• Separated and clarified the responsibilities of the board and principal, and clarified delegations.

Managing Income and Expenditure

• Updated information about financial reporting, annual operating and capital expenditure budgets, segregation of duties, and made minor changes to wording about cash handling, online banking, and borrowing
• Clarified the relationship between the school and financial auditors.

Financial Conflicts of Interest

• Updated title to show this policy relates to financial conflicts of interest. Made minor wording and formatting changes.

Fundraising

• Added wording to this topic about not receiving inappropriate benefits from fundraising.

Sponsorship

• Made minor changes to wording and formatting for clarity, and clarified that sponsorship may include advertising.

Expenditure

• Clarified guidelines to ensure expenditure is linked to the business of the school and included more information about internal controls required for payroll system changes.
• As recommended by independent financial advisors, updated the board assurance for checking approved financial processes are followed.

Travel Expenditure

• Updated wording about vehicle cost reimbursement to show that this rate depends on the relevant employment agreement.

Gifts

• Added new core information about koha.
• Clarified processes for giving and receiving gifts, including koha, and added extra information about requirements for cash gifts.
• Clarified information about gifts to the board.

Property Planning and Maintenance

• Reformatted to divide content into long-term planning and regular planning and maintenance, and included related information about emergencies.
• Clarified requirements and processes for:
  • 10 Year Property Plans
  • Property Occupancy Documents
  • compliance schedules
  • building warrants of fitness
  • managing vandalism

Classroom Release Time

• Updated to show changes to classroom release time that will come into effect from Term 1 2024.
• Updated information about allocation and implementation of classroom release time, including removing default wording about job-sharing agreements.

Maximum Teaching Hours / Non-Contact Time

• Updated to make minor formatting and resource updates. Information in these topics remains correct and aligned with current collective agreements.

Head Lice

• Made minor changes to the Head Lice Treatment and prevention guide.

Conflicts of Interest

• New topic that covers non-financial conflicts of interest. It outlines identifying, reporting, and responding to conflicts of interest.

School Planning and Reporting

• Updated to reflect the Ministry of Education's new planning and reporting framework, Te Whakangārahu Ngātahi | Planning Together for Ākonga Success.

Dealing with Complaints

• Changed references from iStudentComplaints to Fairway Resolution Limited and Study Complaints.
• Added new information about who can act on behalf of an international student.
• Added a legislation section and updated the resource links.

Compliance with International Learner Contract Dispute Resolution Scheme

• Changed the title from "learner" to "student" to match the title of the new legislation.
• Changed references from iStudentComplaints to Study Complaints.
• Updated the legislation and linked resources.