COLLECT guidance on completing the section 251 budget return
Updated 29 July 2024
Applies to England
Summary
This publication provides non-statutory guidance from the Education and Skills Funding Agency. It has been produced to help local authority finance officers to complete their section 251 budget returns using the COLLECT system.
Expiry or review date
This guidance will be reviewed before March 2024.
Who is this publication for?
This guidance is for local authority finance officers.
Accessing COLLECT
Access to COLLECT is via . If you do not have an account you will need to create one.
You can then request access to your organisation and COLLECT on the 바카라 사이트˜Organisations바카라 사이트™ tab.
Your request will be sent to your organisation바카라 사이트™s approvers. If you have already been added to your organisation, you can request access to COLLECT on the 바카라 사이트˜Services바카라 사이트™ tab.
If you have COLLECT access but are unable to see the budget collection, check with one of your organisation바카라 사이트™s approvers whether you have been given access to the collection. You can find out who these are on the 바카라 사이트˜Services바카라 사이트™ tab under 바카라 사이트˜See approvers at an organisation바카라 사이트™.
If you still need assistance, please submit a query using the .
Uploading an XML file
On the 바카라 사이트˜Source바카라 사이트™ page, select 바카라 사이트˜Upload Return from file바카라 사이트™.
To upload the return, select 바카라 사이트˜Browse바카라 사이트™ to navigate to the required XML file. You then need to select 바카라 사이트˜Upload바카라 사이트™ to load the data.
If data is already loaded, you will be asked if you want to overwrite it. Answering 바카라 사이트˜no바카라 사이트™ will stop the data load, answering 바카라 사이트˜yes바카라 사이트™ will delete the existing data and load the new data.
Caution: uploading a new XML file will cause the return to be revalidated and any errors/queries will need to be addressed again.
Once the file has been successfully uploaded, the following message will appear:
The data return has now been placed in a queue to be validated. When COLLECT is busy this process may take some time and users may come back later to view any validation errors present within the return.
When you select 바카라 사이트˜OK바카라 사이트™ you will return to the 바카라 사이트˜Source page바카라 사이트™ and the status will be 바카라 사이트˜Waiting_for_validation바카라 사이트™. When the return reaches the front of the queue, the status on the 바카라 사이트˜Source page바카라 사이트™ will change to 바카라 사이트˜Validation_in_progess바카라 사이트™ and then 바카라 사이트˜Loaded바카라 사이트™ when it is finished.
Addressing errors and queries
When a return has been uploaded, a number of validation checks are run against the data in that return and will trigger errors or queries. All errors and queries are highlighted in red against the relevant data item.
Viewing all errors and queries on the return
Select 바카라 사이트˜All Errors바카라 사이트™ at the top of the screen.
You will then be shown a list of all errors and queries relating to your return. You may also find it helpful to download an error report.
Correcting errors
Select the 바카라 사이트˜Details바카라 사이트™ button to see which data items the validation is checking, these will shown to the right of the screen. If you select one of the underlined fields you will be directed to the corresponding data item in the return.
Change the mode of the form to 바카라 사이트˜edit바카라 사이트™ and then select the data item that needs to be changed and update it.
Providing clarification/ supplementary information
If you are satisfied that the value is correct, please enter a brief but meaningful note next to the error/query (rather than 바카라 사이트˜OK바카라 사이트™ or 바카라 사이트˜Correct바카라 사이트™ etc.).
To enter a note, first select the pen icon next to the error/query.
Then select 바카라 사이트˜Add New Note바카라 사이트™.
Type your note into the box provided and select 바카라 사이트˜Create바카라 사이트™.
You must enter a note for all errors/queries, except year-on-year queries (3.1.1 and 1007).
For year-on-year queries you may either enter a note or use the drop-down menu at the bottom of the screen to confirm the figure is correct.
To return to the list of errors, select the 바카라 사이트˜Error바카라 사이트™ button.
Editing data within your return
LA Table
Use the blue hyperlinks at the bottom of the screen to navigate to the part of your return you wish to edit.
Caution: Using the hyperlinks on the left-hand side may result in unexpected behaviour.
Change the mode of the form to 바카라 사이트˜edit바카라 사이트™ and then select the data item that needs to be changed and update it.
Select 바카라 사이트˜View바카라 사이트™ followed by 바카라 사이트˜Drill Up바카라 사이트™ to return to the previous screen.
High Needs Places Table
Select the appropriate hyperlink to take you to the High Needs Places Table.
Use the 바카라 사이트˜Edit바카라 사이트™ button to edit the data or the 바카라 사이트˜Add바카라 사이트™ or 바카라 사이트˜Delete바카라 사이트™ buttons to add or remove schools from the table.
Select 바카라 사이트˜View바카라 사이트™ followed by 바카라 사이트˜Drill Up바카라 사이트™ to return to the previous screen.
EY Table
Select the appropriate hyperlink to take you to the required section of the EY Table.
Select 바카라 사이트˜Click to view individual column descriptors바카라 사이트™. This will allow you to view the data entered for this line.
Use the 바카라 사이트˜Edit바카라 사이트™ button to edit the data or the 바카라 사이트˜Add바카라 사이트™ or 바카라 사이트˜Delete바카라 사이트™ buttons to add or remove rows.
Select 바카라 사이트˜View바카라 사이트™ followed by 바카라 사이트˜Drill Up바카라 사이트™ to return to the previous screen.
Downloading reports
On the 바카라 사이트˜Source Page바카라 사이트™, select 바카라 사이트˜Launch Reports바카라 사이트™.
Select the relevant report and then 바카라 사이트˜Launch Report바카라 사이트™.
Export the report in the desired format.
Submitting your return
Return to the 바카라 사이트˜Source Page바카라 사이트™ by clicking on 바카라 사이트˜Back to My COLLECT page바카라 사이트™ at the top of the form.
Then select 바카라 사이트˜Submit Return바카라 사이트™.