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Using SchoolsHUB Finance

The SchoolsHUB Finance section is where you can view your linked organisations Payment Documents and access the Online Estimator tool.

Payment Documents provide a record of an organisations previous funding and payments.

The Online Estimator is a tool that can be used to provide an approximate calculation of future recurrent funding for individual schools.

Payment Documents record transactions relating to recurrent funding for non-government schools made by the department. 

Payment Documents record transactions relating to recurrent and other funding for non-government schools made by the department. 

Approved Authorities receive funding from the Commonwealth under the Australian Education Act 2013. Payments for non-government schools are typically made in January, July, and October (unless otherwise arranged).

Payment documents recording these transactions accessible to Finance Officers in SchoolsHUB once processed. The payment documents include a:

  • Recipient Created Tax Invoice (RCTI)
  • Payment Advice Document
  • Funding under the Australian Education Act (FUAEA) Entitlement Details.

To access an organisations Payment Documents, you must have Finance Officer access to an Approved Authority in SchoolsHUB. You can check your current level of access and apply for additional access (if needed) in ‘My profile’.

For information about applying for additional access, please read Managing your SchoolsHUB user access and profile.

After each payment run (usually in January, July and October), approved authorities are able to access payment advice documents for these payments in SchoolsHUB. The payment advice documents include a summary word document, a Recipient Created Tax Invoice (RCTI) and a spreadsheet with school by school details.

In SchoolsHUB, Finance Officers can access payment documents dating back to 2014. To access Payment Documents:

Step 1: Sign into SchoolsHUB using your email or username and password.

Step 2: On your SchoolsHUB user dashboards left navigation menu, click Finance.

Step 3: The Finance section will open to a list of your linked organisations. Select from the list which organisations payment document you require, click View.

            (Please note: this section of SchoolsHUB is hosted through School Entry Point)

Step 4: A list of the 10 most recent Financial Statements for the chosen organisation will be available, click on any document title to view.

            Please note: If you require an older payment document or one not listed, they can be found in the Agreements section. Click on the Agreements title to view additional documents.

Accessing pre-2014 payment documents

SchoolsHUB does not provide access to view documents prior to 2014. If you require payment documents prior to 2014, contact the SchoolsHUB helpdesk on 1800 677 027 (option 3).

If you have specific questions about your entitlement, please contact the SchoolsHUB helpdesk on 1800 677 027 (option 3) or email grantsanddatahelp@education.gov.au.

The three payment documents accessible to Finance Contacts in SchoolsHUB include the:

  • Recipient Created Tax Invoice (RCTI)
  • Payment Advice Document
  • Funding under the Australian Education Act (FUAEA) Entitlement Details.

Recipient Created Tax Invoice

A Recipient Created Tax Invoice (RCTI) is a summary of the total payment made by the department to the Approved Authority (AA). The department (the ‘Recipient’ of the goods and/or services) issues the RCTI of to the approved authority (the ‘Supplier’).

A RCTI is issued as a requirement of the A New Tax System (Goods and Services Tax) Act 1999 for the Australian Taxation Office. An RCTI shows the:

  • Description of Supply: The name of the program through which the department supplies funding. In any documents relating to post-2014 recurrent funding will be listed as ‘AEA Recurrent Funding’
  • Entitlement Amount: Actual amount of funding the AA is entitled to receive in this payment excluding any negative or positive adjustments that may be applied.
  • Negative Adjustment: If the department is recovering any outstanding amounts of recurrent funding for the current or previous program years, these are known as ‘offsets’. An amount for any offsets will be shown in the Negative Adjustment column.
  • Positive Adjustment: If the department owes the AA any outstanding entitlements that are included in the current payment, but are also not part of the entitlement amount, then these will be shown in the Positive Adjustment column.
  • This Payment Total: Total amount of payment, which includes any negative or positive payments being applied (excluding GST). Therefore, the payment is calculated as:  Entitlement Amount – Negative Adjustment + Positive Adjustment.
  • GST: Amount of GST applied to payment.
  • Total Payment: Total amount of Payment inclusive of any negative or positive adjustments and GST.

Payment Advice

The Payment Advice provides an AA with a summary of the total amount being paid in a specific payment run. The Payment Advice shows the:

  • Funding Period: The calendar year in which the payment is being made for.
  • Entitlement Type: The type of funding received. For recurrent funding this will be Australian Education Act Recurrent Funding (AEARF).
  • Annual Entitlement: The amount the school is entitled to for that calendar year. For any payments prior to October in a given year, this amount is an estimate based upon the previous year’s Census return, or based on a preliminary statement of enrolments provided by the school. For the October payment (and any subsequent payments), this amount will be considered the school’s total entitlement for that year.
  • Amount Paid to date: The amount already paid to a school for the relevant program year.
  • Amount Due this payment: The amount the school was estimated to receive in this payment.
  • Adjustments: A positive adjustment to an entitlement that reduces an outstanding overpayment, but is not sufficient to result in an additional payment for the school.
  • Recoveries: Any outstanding amounts the Commonwealth is recovering from the AA due to an overpayment in another entitlement (usually from a previous year)
  • Net Payment: The total payment the AA will receive for this school, accounting for with any adjustments and recoveries.

Entitlement Details

The entitlement details spreadsheet provides a comprehensive breakdown of the payment details for any schools under the AA. It shows the payment amounts for each school, and includes the different components of the entitlement (the base amount with the addition of up to six loadings), along with key funding inputs.

The spreadsheet has three sections, including Payment Information, Annual Entitlement Information and Funding Inputs.

Section 1: Payment Information

  • Amount paid to date: The amount paid for each school so far, not including the amounts in this current payment advice. Where this payment includes adjustments from previous program years, this column may include payment amounts for those previous years.
  • Amount due this payment: The amount included in this current payment. Any adjustments or recoveries that might apply due to underpayments or overpayments from a previous program year will be reflected in a separate line item for the relevant school. Negative amounts correspond to overpayments that are being recovered through an offset against the positive payment amounts that are due in this payment.
  • Percentage of entitlement: The proportion of the school’s total entitlement that has been paid up to and including this payment.

Section 2: Annual Entitlement Information 

  • Total Entitlement: The calculated annual entitlement for each school. The total is the sum of the ‘base amount’ and up to six loadings. Note that this figure is subject to change when new input data is received, and should be seen as an 'estimated' entitlement until the annual census is completed and the government makes a final determination of entitlement.
  • Base amount: This is the base funding as applied for all schools under the Act. It is based on the number of students at the school, the level of those students (primary or secondary) and where applicable, is discounted by the 'capacity to contribute' of the school community.
  • SWD Loadings: This loading is based on the number of, and level of adjustment the school makes for, students with disabilities, as measured under the Nationally Consistent Collection of Data on Students with Disability (NCCD).
  • ATSI Loading: This loading is based on the number and proportion of Aboriginal and Torres Strait Islander students at the school.
  • SED Loading: This loading is based on the proportion of students in the lower two quartiles of socio-educational advantage, as measured by Australian Curriculum, Assessment and Reporting Authority (ACARA).
  • LEP Loading: This loading is based on the proportion of students at the school who are disadvantaged due to having a language background other than English, as measured by ACARA.
  • Location Loading: This loading is based on the remoteness of the school’s physical location, as measured by the Accessibility/Remoteness Index of Australia (ARIA+). This loading also takes into account the size of the school.
  • Size Loading: This loading is based on the number of students at the school, the education level (primary or secondary) and the remoteness of the school.

Section 3: Funding Inputs 

  • Primary/secondary/Indigenous/SWD/distance education students (FTE): The number of students used in the calculation of annual entitlement. It should generally accord with the number of students reported in the most recent census, or in a separate statement of enrolments provided by the school. FTE refers to the concept of a ‘full time equivalent’ enrolment – meaning that part-time students may be counted as a fraction of one student.
  • ELP Proportion: The proportion of students at the school who are identified by ACARA as disadvantaged language background other than English (DLBOTE). ACARA identifies students in this group if they have a language background other than English and at least one of the student's parents has not completed education beyond year 9 or equivalent.
  • Low SES Q1/Q2 Proportion: The proportion of students at the school who are identified by ACARA as being in the lowest two quartiles of the general population with respect to Socio-Educational Advantage (SEA).
  • SES Score: The Socio-Economic Status (SES) measure for the school. This measure is based on the average SES of the communities where the students of the school live.
  • Commonwealth Share: This shows the percentage of the school's fully calculated Student Resource Standard (SRS) amount that the Commonwealth is currently contributing to the school. Most non-government schools are currently in a ‘transition’ period where this share gradually moves toward 80% over a number of years.

The Online Estimator provides an organisation’s Finance Officer with a tool for estimating Commonwealth recurrent funding for schools under the Australian Education Act 2013.

These estimates are provided for registered school over four years based on the information held by the department or as entered by finance officers.

To access the Online Estimator tool, follow these steps:

Step 1: Sign into SchoolsHUB using your email or username and password.

Step 2: On your SchoolsHUB user dashboard left hand navigation menu, click Finance.

Step 3: The Finance section will open to a list of your linked organisations and a button to access the Online Estimator, click Online Estimator.

To begin using this tool, follow these steps:

Step 1: Select the name of the Approved Authority you wish to view.

Step 2: Select the name of the School you wish to view.

Note: that you can also select 'School not in the list' to start with a blank template.

Step 3: Confirm the pre-selected School Type and Sector are correct. 

Step 4: Enter or edit the variable information fields (school entitlements, enrolments for students with disabilities and calculation data) as appropriate, click Calculate.

Step 5: You will be presented a report according to the information as entered.

Note: this estimator is for general estimation purposes only.

Step 6: Select Print to create a copy for your records, or Recalculate to adjust provided  information.

The online estimator pre-populates school information according to the latest data available to the department. You can then change the information to examine how this affects the school’s funding.

To calculate a new school's funding by using a blank template, under the school field, select School not in the list.

Some data is needed before you can calculate a result, this includes:

  • school type
  • sector
  • ARIA+ score, and
  • and other basic data values.

No. The Online Estimator is made available for use in examining changes to Commonwealth Recurrent funding only. The tool cannot be used to calculate 2019 interim assistance measures, including the 2016 Census data update for 2019 measure. It also cannot be used to calculate recurrent funding under the direct income measure policy settings.

For advice on 2019 interim measures, approved authorities should refer to communication from the department, contact the SchoolsHUB helpdesk on 1800 677 027 or email schoolstransition@education.gov.au.

The Nationally Consistent Collection of Data on School Students with Disability (NCCD) is an annual collection that counts the number of school students receiving an adjustment due to disability and the level of reasonable adjustment they are receiving.

The NCCD counts students who have been identified by a school team as receiving an adjustment to address a disability as defined under the Disability Discrimination Act 1992.

For more information about the NCCD, visit http://ssphelp.education.gov.au/nationally-consistent-collection-data-school-students-disability

The low English proficiency loading calculation is based on data about the proportion of students at the school that have both:

  • a language other than English background, and
  • parents who have attained school education equal to Year 9 or below.

The figure is provided by the Australian Curriculum and Reporting Authority (ACARA).

For more information about the low English proficiency loading, visit www.acara.edu.au.

The socio-educational disadvantage loading calculation is based on a measure of educational advantage developed by the Australian Curriculum and Reporting Authority (ACARA). The measure uses the occupational and educational status of parents and guardians to divide students into four quartiles of relative advantage. Quartile 1 represents the most disadvantaged while quartile 4 represents the least disadvantaged.

The data used for this loading relates to the proportion of students at the school in the first and second quartiles.

The figure is provided by the Australian Curriculum and Reporting Authority.

For more information about the socio-educational disadvantage loading, visit http://www.acara.edu.au/.

If your school provides distance education, tick the distance education box. This will show extra fields for you to include your distance education enrolments.

For assistance about how calculations are affected by distance education students, email grantsanddata.help@education.gov.au.

The ARIA+ score is a measure of remoteness. The ARIA+ score is used in the calculation of the size and location loadings. The Department can't provide a precise score for a new school, however you can select a comparable ARIA category for the purpose of estimation.

Each ARIA+ category (for example, major city, inner regional, etc.) corresponds to a score range. If you select a category, the calculator will use a score at the mid-point in the range.

For more information about what category a particular location lies within, view the University of Adelaide’s mapping tool at http://www.spatialonline.com.au/ARIA_2011/default.aspx.

Base amounts are calculated using the total number of students at the school, the level of those students (primary or secondary) and the capacity to contribute percentage. Each school receives a base amount of recurrent funding under the Australian Education Act 2013.

Schools may also receive loading amounts in addition to the base amount for:

  • students with disability
  • Indigenous Australian students
  • students with a disadvantage due to language or socio-educational background.

Loadings may also apply for smaller schools or schools in geographically remote locations.

A Socio Economic Status (SES) score is used to assess a school community's capacity to contribute to the recurrent costs of a non-government school. Generally, the higher the capacity of a school community to contribute the less support is provided by the Australian Government through base funding.

Extra loadings for disadvantaged or higher needs students are funded separately and are not affected by SES scores.

The SES score for a school is calculated using the residential addresses of those responsible for the students attending the school (parents or guardians), matched with:

  • education
  • family income
  • household income
  • occupation information.

This information is collected annually through SchoolsHUB.

For more information about the address collection, visit https://ssphelp.education.gov.au/socioeconomic-status

Yes. Certain schools do not have an SES score because the Australian Education Act 2013 specifies them as having a capacity to contribute of zero. These schools include:

  • government schools
  • special schools
  • special assistance schools
  • majority Aboriginal and Torres Strait Islander schools (MATSIS)
  • sole provider schools

This tool only provides an estimation of a school's Commonwealth recurrent funding entitlement. It does not contain all the relevant factors that may impact on funding, and therefore may not match actual payments in all cases. The estimate only relates to the funding paid to a school by the Commonwealth and does not include funding amounts paid by State/Territory Governments or any offsets / recoveries due to funding adjustments.

You should not rely solely on the information in the tool, and should always seek professional financial advice before making financial decisions.

Every school record is refreshed overnight and the information displayed is therefore the most recent information held by the Department.

If you have specific questions about your funding, contact the SchoolsHUB helpdesk on 1800 677 027 (option 3) or email grantsanddata.help@education.gov.au.