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 LearnWhy schools should now retain unsuccessful applicant records for 12 monthsHow the FSM Contextual Data Service ensures disadvantaged pupils are recognised by UCASWhat the Data Navigator offers bursars — and why early submission unlocks premium featuresThe current energy price forecast — and how to time April/October 2026 renewalsWhy reception fees are subject to VAT but EY funding is exemptWhat ISI inspectors are asking about guardianship and homestay arrangementsKey Action PointsUpdate recruitment retention policies in line with the ACAS extensionEvaluate if any pupils qualify for FSM contextual UCAS support and register with BAA earlyBlock time for your team to upload data to the ISBA Data Navigator before 16 JanuaryShare the Technology Survey with relevant school staff before the Christmas breakRun a price discovery exercise if your school renews energy contracts in 2026Review your VAT invoicing practices for local authority EY fundingPrepare to evidence host family and guardianship vetting during inspectionsLinks & ResourcesISBA Reference Library – Recruitment & Data Retention (Login Required)FSM Contextual Data Service – Bursary Assessment AssociatesISBA Data Navigator Tool – Barnett WaddinghamMindful Energy – Energy Market UpdateISBA Reference Library – VAT & EY Funding (Login Required)HSE – Managing Drug and Alcohol MisuseCharity Commission – Hostile Environment GuidanceIndependent 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 [email protected]: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.