ISBA BURSARCAST // Records, Reporting & Readiness – Your End-of-Term Checklist (12th December 2025)

In this episode, we cover critical end-of-term updates from ISBA Bulletin No. 27 — including new retention advice for recruitment records, UCAS contextual data for FSM-eligible pupils, and a renewed push to get schools participating in the Data Navigator benchmarking tool.

We also unpack the latest guidance on VAT and early years funding, highlight the final call for the 2026 Tech Survey, and offer procurement insights for schools renewing energy contracts in 2026.

This episode gives bursars, finance leads, and senior operational staff a clear, concise overview of what’s changing — and what steps to take before term ends.

What You’ll Learn

• Why schools should now retain unsuccessful applicant records for 12 months
• How the FSM Contextual Data Service ensures disadvantaged pupils are recognised by UCAS
• What the Data Navigator offers bursars — and why early submission unlocks premium features
• The current energy price forecast — and how to time April/October 2026 renewals
• Why reception fees are subject to VAT but EY funding is exempt
• What ISI inspectors are asking about guardianship and homestay arrangements

Key Action Points

• Update recruitment retention policies in line with the ACAS extension
• Evaluate if any pupils qualify for FSM contextual UCAS support and register with BAA early
• Block time for your team to upload data to the ISBA Data Navigator before 16 January
• Share the Technology Survey with relevant school staff before the Christmas break
• Run a price discovery exercise if your school renews energy contracts in 2026
• Review your VAT invoicing practices for local authority EY funding
• Prepare to evidence host family and guardianship vetting during inspections

Links & Resources

• ISBA Reference Library – Recruitment & Data Retention (Login Required)
• FSM Contextual Data Service – Bursary Assessment Associates
• ISBA Data Navigator Tool – Barnett Waddingham
• Mindful Energy – Energy Market Update
• ISBA Reference Library – VAT & EY Funding (Login Required)
• HSE – Managing Drug and Alcohol Misuse
• Charity Commission – Hostile Environment Guidance

Independent schools are entering a high-stakes period for compliance, planning and benchmarking. This episode helps you close the term well and start 2026 prepared.

For personalised guidance, contact the ISBA Advice and Guidance team at adviceat@theisba.org.uk.

Email: podcast@theisba.org.uk – we’d love to hear from you.

The Bursarcast is produced by RAFIKI STUDIO

www.rafikistudio.com

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