Finance Division
Source: https://www.sussex.ac.uk/finance/how/resources Parent: https://www.sussex.ac.uk/finance/how/sanctions
Resources
This page provides links to useful resources, such as webinars and communications, to help you understand University finances.
Access the finance system and get help with queries:
Financial Regulations and University Financial Statements:
Finance webinars:
2020 : In 2020 Allan Spencer (Director of Finance at this time) hosted 2 webinars on Understanding the University's Finances. Also included below is an additional Q&A recording and an addendum to questions from the webinars.
[Understanding the University's Finances](https://sussex.cloud.panopto.eu/Panopto/Pages/Viewer.aspx?id=9c6bd11e-feda-4d4b-8050-abc10096c95d) - 20 May 2020
[Understanding the University's Finances](https://sussex.cloud.panopto.eu/Panopto/Pages/Viewer.aspx?id=0e520d30-40b2-4fef-8cff-abc300b78b87) - 22 May 2020
[Understanding the University's Finances - Q&A](https://sussex.cloud.panopto.eu/Panopto/Pages/Viewer.aspx?id=a22d1656-487d-41ec-8b45-abc000c7388c&start=24.864387999999998)
[Addendum to Questions from the Finance Webinar [PDF 177.37KB]](https://www.sussex.ac.uk/finance/documents/webinar---extra-questions.pdf)
2019 : During 2019 Allan Spencer (Director of Finance at this time) hosted 6 webinars on 'Understanding the University's Finances' which can be viewed below.
[Understanding the University's Finances](https://www.youtube.com/watch?v=d46VTZS0vV8&feature=youtu.be) - 9 July 2019
[Understanding the University's Finances](https://www.youtube.com/watch?v=oKMKgJJApe8&feature=youtu.be) - 10 July 2019
[Understanding the University's Finances](https://www.youtube.com/watch?v=7Su_rwo_3qw) - 9 September 2019
[Understanding the University's Finances](https://www.youtube.com/watch?v=X3KUHrPjUlI) - 12 September 2019
[Understanding the University's Finances](https://sussex.cloud.panopto.eu/Panopto/Pages/Viewer.aspx?id=f1a3f980-94ea-4e42-9e87-aaef00ce6865) - 4 October 2019
[Understanding the University's Finances](https://sussex.cloud.panopto.eu/Panopto/Pages/Viewer.aspx?id=7dad135c-6e31-4518-b333-aaef00e3357b) - 9 October 2019
[Understanding the University's Finances - Webinar Slide Pack [PDF 172.34KB]](https://www.sussex.ac.uk/finance/documents/understanding-the-universitys-finances-webinar-september-2019.pdf)
Finance Communications:
2025-2026 : Briefing for Staff - Collection of Tuition and Rental Fees 2025-26 [PDF 125.54KB] - sent to Executive Deans and Directors of Professional Services to forward on to staff in their areas, October 2025. Related document - Student Fee Collection Cycle 2025-26 [PDF 230.37KB]
2024-2025 : Briefing for all staff on our next steps in the collection of tuition and rental fees - February 2025 [PDF 145.60KB] - sent to Executive Deans and Directors of Professional Services to forward on to staff in their areas, February 2025
[Annual Financial Responsibilities Reminder for All Staff [PDF 151.99KB]](https://www.sussex.ac.uk/finance/documents/annual-financial-responsibilities-reminder-for-all-staff.pdf) - sent to Executive Deans and Directors of Professional Services to forward on to staff in their areas, January 2025
[Briefing for all staff on our next steps in collection of tuition fees and rental fees - January 2025 [PDF 89.53KB]](https://www.sussex.ac.uk/finance/documents/briefing-for-all-staff-on-our-next-steps-in-collection-of-tuition-fees-and-rental-fees---january-2025.pdf) - sent to Executive Deans and Directors of Professional Services to forward on to staff in their areas, January 2025
[Briefing for all staff on our next steps in the collection of tuition fees and rental fees [PDF 179.21KB]](https://www.sussex.ac.uk/finance/documents/briefing-for-all-staff-on-our-next-steps-in-the-collection-of-tuition-fees-and-rental-fees.pdf) - sent to Executive Deans and Directors of Professional Services to forward on to staff in their areas, November 2024
[Briefing for all staff on our approach to the collection of tuition fees and rental fees in 2024-25 [PDF 90.13KB]](https://www.sussex.ac.uk/finance/documents/briefing-for-all-staff-on-our-approach-to-the-collection-of-tuition-fees-and-rental-fees-in-2024-25.pdf) and the [student-fee-collection-cycle [PDF 181.62KB]](https://www.sussex.ac.uk/finance/documents/student-fee-collection-cycle.pdf) - sent to Executive Deans and Directors of Professional Services to forward on to staff in their areas, October 2024
2023-2024 : CFO staff briefing re student debt - June 2024 [PDF 211.74KB] - sent to all Heads of School and Directors of Professional Services to forward on to their staff, June 2024
[Staff Briefing on Student Debt - April 2024 [PDF 213.90KB]](https://www.sussex.ac.uk/finance/documents/staff-briefing-on-student-debt---april-2024.pdf) - sent to all Heads of School and Directors of Professional Services to forward on to their staff, April 2024
[Finance Update for Directors of Professional Services and Heads of School - November 2023 [PDF 105.88KB]](https://www.sussex.ac.uk/finance/documents/finance-update-for-directors-of-professional-services-and-heads-of-school---november-2023.pdf) - including attachements: [HoS and DoPS Summary of Responsibilities under the Financial Regulations [PDF 128.61KB]](https://www.sussex.ac.uk/finance/documents/hos-and-dops-summary-of-responsibilities-under-the-financial-regulations.pdf) and [Information to forward on to all staff [PDF 125.63KB]](https://www.sussex.ac.uk/finance/documents/information-to-forward-on-to-all-staff.pdf)
[Purchasing Card Declaration for Cardholders [PDF 73.32KB]](https://www.sussex.ac.uk/finance/documents/purchasing-card-declaration-for-cardholders.pdf) and [PCARD DECLARATION 2023 [PDF 104.18KB]](https://www.sussex.ac.uk/finance/documents/pcard-declaration-2023.pdf) - sent November 2023
[Guidance on Working with Charities [PDF 128.71KB]](https://www.sussex.ac.uk/finance/documents/guidance-on-working-with-charities.pdf)
[Important Message to all University Purchasing Cardholders [PDF 100.63KB]](https://www.sussex.ac.uk/finance/documents/important-message-to-all-university-purchasing-cardholders.pdf) - Regarding card security, sent 14 August 2023
2022-2023 : RAM Presentation for HoS July 2022 password protected [PPTX 29.38MB]\
[1-2022 Annual Purchasing Card Declaration [PDF 87.64KB]](https://www.sussex.ac.uk/finance/documents/1-2022-direct-email-to-purchasing-card-holders-from-dof-final.pdf) and [Declaration Wording [PDF 104.18KB]](https://www.sussex.ac.uk/finance/documents/pcard-declaration-2022.pdf)
[2-2022 Finance Update for Directors of Professional Services and Heads of School [PDF 139.52KB]](https://www.sussex.ac.uk/finance/documents/2-2022-finance-update-for-dops-and-hos-final.pdf)
[3-2022 Recap of Responsibilities for Finance System Users [PDF 173.98KB]](https://www.sussex.ac.uk/finance/documents/3-2022-new-term-comms-for-finance-system-users-final.pdf)
[4-2022 Communication to HoS, DoPS, PVCs re Expenditure Guidance for Hospitality and Events [PDF 90.38KB]](https://www.sussex.ac.uk/finance/documents/guide-to-expenditure-of-university-funds-for-visitor-student-and-staff-hospitality-and-events.pdf)
[5-2023 Advance Actions for Financial Responsibilities Self-Assessment - May 2023 [PDF 93.81KB]](https://www.sussex.ac.uk/finance/documents/5-2023-advance-actions-for-financial-responsibilities-self-assessment---may-2023.pdf) and associated documents: [6-2023 Reminder for all staff - Your responsibilities under the Financial Regulations [PDF 106.76KB]](https://www.sussex.ac.uk/finance/documents/6-2023-reminder-for-all-staff---your-responsibilities-under-the-financial-regulations.pdf) and [7-2023 Finance responsibilities table for HoS and DoPS [PDF 126.02KB]](https://www.sussex.ac.uk/finance/documents/7-2023-finance-responsibilities-table-for-hos-and-dops.pdf)
2021-2022 : 1-2021: Annual University of Sussex Purchasing Card Declaration [PDF 159.13KB]
[2-2021 Finance Update for Heads of School [PDF 129.11KB]](https://www.sussex.ac.uk/finance/documents/2-2021-finance-update-for-heads-of-school-v4-final.pdf) and [Finance Engagement Road Map for HoS 2021-22 [PDF 171.91KB]](https://www.sussex.ac.uk/finance/documents/finance-engagement-road-map-for-hos-2021-22-final.pdf)
[3-2021 Finance Update for Directors of Professional Services [PDF 125.27KB]](https://www.sussex.ac.uk/finance/documents/3-2021-finance-update-for-directors-of-professional-service-final-v4.pdf) and [Finance Engagement Road Map for DoPS 2021-22 [PDF 157.85KB]](https://www.sussex.ac.uk/finance/documents/finance-engagement-road-map-for-dops-2021-22-final.pdf)
[4-2021 Communication for All Staff [PDF 174.33KB]](https://www.sussex.ac.uk/finance/documents/4-2021-communication-for-all-staff-final.pdf) (to be forwarded on from Heads of School and Directors of Professional Services and supporting documents referred to in the text:
- [Travelling on University Business [PDF 103.47KB]](https://www.sussex.ac.uk/finance/documents/travelling-on-university-business.pdf)
- [What to consider when spending University Funds to meet University requirements and achieve value for money [PDF 115.43KB]](https://www.sussex.ac.uk/finance/documents/what-to-consider-when-spending-university-funds-to-meet-university-requirements-and-achieve-value-for-money.pdf)
[5-2021 Communication to all Purchasing Cardholders, Coder and Authorisers for Action [PDF 123.77KB]](https://www.sussex.ac.uk/finance/documents/communication-to-all-purchasing-cardholders-coder-and-authorisers-for-action.pdf)
[6-2022 Changes to Academic Time Survey Collection Frequency [PDF 200.56KB]](https://www.sussex.ac.uk/finance/documents/6-2022-changes-to-academic-time-survey-collection-frequency.pdf)
[7-2022 Updated Roadmap comms to HoS and DoPS [PDF 89.45KB]](https://www.sussex.ac.uk/finance/documents/7-2022-updated-roadmap-comms-to-hos-and-dops.pdf) and [Updated Finance Road Map for DoPS 2021-22 [PDF 162.97KB]](https://www.sussex.ac.uk/finance/documents/updated-finance-road-map-for-dops-2021-22.pdf) and [Updated Finance Road Map for HoS 2021-22 [PDF 181.11KB]](https://www.sussex.ac.uk/finance/documents/updated-finance-road-map-for-hos-2021-22-final.pdf)
[8 - 2022 Advance Actions for Financial Responsibilities Self-Assessment [PDF 102.09KB]](https://www.sussex.ac.uk/finance/documents/advance-actions-for-financial-responsibilities-self-assessment---final.pdf) and [9 - 2022 Reminder for all staff – your responsibilities under the Financial Regulations [PDF 108.22KB]](https://www.sussex.ac.uk/finance/documents/reminder-for-all-staff-your-responsibilities-under-the-financial-regulations-final.pdf). Associated documents: [Finance training requirements and recommendations for staff with financial responsibility [PDF 123.97KB]](https://www.sussex.ac.uk/finance/documents/finance-training-requirements-and-recommendations-for-staff-with-financial-responsibility-may-2022-final.pdf) and [Value for Money in Day to Day Purchasing - Staff Guide [PDF 179.53KB]](https://www.sussex.ac.uk/finance/documents/value-for-money-in-day-to-day-purchasing-staff-guide-26-apr-22.pdf)
[10-2022 Financial Responsibilities Self-Assessment - Sent to all Heads of School and Directors of Professional Services [PDF 97.17KB]](https://www.sussex.ac.uk/finance/documents/financial-responsibilities-self-assessment---sent-to-all-heads-of-school-and-directors-of-professional-services.pdf) and [DoF VfM update for Heads of School, Directors of PS and senior staff [PDF 178.95KB]](https://www.sussex.ac.uk/finance/documents/dof-vfm-update-for-heads-of-school-directors-of-ps-and-senior-staff---june-2022.pdf)
2020-2021 : 1-2020: Finance Update for Directors of Professional Service [PDF 371.86KB] - November 2020
[2-2020: Finance Update for Heads of School [PDF 374.83KB]](https://www.sussex.ac.uk/finance/documents/finance-update-for-heads-of-school-1-2020.pdf) - November 2020
[3-2020: Direct email to purchasing card holders [PDF 248.35KB]](https://www.sussex.ac.uk/finance/documents/direct-email-to-purchasing-card-holders-from-dof-3-2020.pdf) - November 2020
[Revisions to Financial Regulations - email to HoS and DoPS [PDF 253.87KB]](https://www.sussex.ac.uk/finance/documents/revisions-to-financial-regulations---email-to-hos-and-dops.pdf) - December 2020
[4-2021: Updated Finance Engagement Roadmap for Heads of School - February to July 2021 [PDF 272.14KB]](https://www.sussex.ac.uk/finance/documents/4-2021-updated-finance-engagement-roadmap-for-heads-of-school---february-to-july-2021.pdf) - January 2021
[5-2021: Updated Finance Engagement Roadmap for Directors of Professional Services - February to July 2021 [PDF 266.89KB]](https://www.sussex.ac.uk/finance/documents/5-2021-updated-finance-engagement-roadmap-for-directors-of-professional-services---february-to-july-2021.pdf) - January 2021
[6-2021: Update from the Director of Finance - for Heads of School [PDF 585.21KB]](https://www.sussex.ac.uk/finance/documents/update-from-the-director-of-finance---for-heads-of-school.pdf) - April 2021
[7-2021: Update from the Director of Finance - For Directors of Professional Services [PDF 587.57KB]](https://www.sussex.ac.uk/finance/documents/update-from-the-director-of-finance---for-directors-of-professional-services.pdf) - April 2021
[8-2021: Urgent request regarding recent attempted fraud [PDF 100.83KB]](https://www.sussex.ac.uk/finance/documents/urgent-request-regarding-recent-attempted-fraud.pdf) - May 2021
External resources:
BUFDG : British Universities Finance Directors Group - This guide aims to explain university finances and funding so it can be understood by those with little or no financial background. It looks at how institutions ‘tick’ from a financial perspective – where universities get their money from; how they spend the money and why, and how the financial statements demonstrate this.
BUFDG E-Learning courses - University staff have access to the BUFDG e-learning platform, which offers a range of courses covering finance, procurement, tax, credit control, and more.