Operations grant entitlement and instalment notices

This page provides further information on the Operational Grant entitlement and instalment notice. It outlines their different purposes and how to read them.

Level of complianceMain audienceOther

Required

  • Boards
  • Principals and Tumuaki
  • Administrators

Boards are responsible for the financial governance of their school, including ensuring the correct operational funding is being allocated to their school. Boards must keep all funding notices and remittance advice notices for audit purposes. 

Overview

Each year in September, we send your school a provisional operations grant entitlement notice.

‘Provisional’ means that the funding may be adjusted at a later time. The Ministry recalculates your funding during the year to get your final amount. If any of your Operational funding components change, we issue a revised entitlement notice.

During the school year, we pay your operations grant in quarterly instalments. You’ll receive an operations grant instalment notice for each instalment. For the timetable, go to our Operational funding payments page.

Your entitlement notice includes

  • your schools’ funding entitlements for the coming year
  • the total amount of operational funding
  • the amount received for each funding component eligible

Your instalment notices include

  • the total amount of each quarterly operations grant instalment
  • any recalculations, adjustments and other payments added to your entitlement.

For audit purposes, you must keep all of your school’s operational funding entitlement and instalment notices, including remittance advice notices.

How to read your notices

For schools with Year 1–8 students

  • Once your board has received its first entitlement notice, the details on pages 1 and 2 remain the same on the instalment notices that follow.
  • Any recalculations for the year appear from page 3 onward.
For schools with Year 9–13 students
  • Your quarterly entitlement notice shows your entitlements for the quarter being paid and any adjustments for changes in previous quarters.
  • Your operations grant instalment notice shows the total amount of each quarterly operations grant instalment including any recalculations, adjustments and other payments added to your entitlement.
Download these resources

How to read your operations grant instalment notice [PDF, 103 KB]

How to read your operations grant entitlement notice [PDF, 184 KB] 

Remittance advice

We issue a remittance advice each time an operational funding payment is made outside of the quarterly instalments (as no instalment notice is issued for these payments).

Contact us

For help with the notices, email:

resourcing@education.govt.nz

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