OMH Key Documents for Funded Partners
Key documents & reporting, in one place
Academic Year 26.27 Reporting Requirements
| Report | Due Date | Required Submission |
| Term 1 report (Autumn) | 31st December 2026 | Termly Check-In Financial Report & Partners (Income &. Spend between Sept – Nov) |
| Term 2 report (Spring) | 5th May 2027 | Termly Check-In Financial Report (Income & Spend between Sept – March) |
| Annual Survey | 15th September 2027 | Annual Grantee Report Schools Reporting Template (see below) Financial Report & Partners (full year) Confidential Workforce Diversity Return Progression bReporting Template (see below) |
Academic Year 25.26 Reporting Requirements
| Report | Due Date | Required Submission |
| Annual Survey | 18th September 2026 | Annual Grantee Report Schools Reporting Template (see below) Financial Report & Partners (full year) Confidential Workforce Diversity Return Progression bReporting Template (see below) |
Reporting & monitoring
Termly Check-In
A short survey to keep your delivery data up to date through the year, so you’re not starting from scratch when the Annual Grant Report opens
25-26 Annual Survey
Your once-a-year return: what the grant achieved, participant numbers, finance and outcomes. Opens 15 Aug, closes 15 Sept 2026 — this link is for 25–26 activity only.
Confidential Workforce Diversity Return
A short, separate staff diversity return in line with Arts Council England requirements. Kept apart from your main report and seen only by Octagon’s data lead.
Workforce Development Evaluation
Delivering CPD or training? Ask attendees to fill this in straight after each session — it captures quality and confidence at the session level, which the Annual Report doesn’t. For 26.27 this is a mandatory template for all OMH funded CPD and Music Education Workforce capacity building activity.
Guidance & Templates
Fill these in as you go through the year – it’s a lot easier than rebuilding the numbers from scratch in September.
Annual Survey Guidance
A plain-English guide to the Annual Survey defining things like “school engagement,” and “Classroom Instrumental Learning”.
Financial Reporting & Partners Template
Use this to track your partners, grant income and expenditure through the year and at the end of the year. Filling it in as you go it is the easiest way to answer the Finance section of your Annual Grant Report accurately.
Schools Reporting Template
If your grant funds delivery across a number of schools, use this template rather than entering totals school-by-school in the Annual Grant Report survey. This is a pre-populated version with every school in Dorset or Somerset.
Progression Reporting Template
For providers whose numbers in any single answer might reach 200 or more. Covers both Groups & Ensembles and Lessons, matched question-by-question to the live survey so you can complete it alongside your return and upload it in one go.
Marketing & Communications
How to talk about your grant, and the logos you’re entitled to use once you’re funded.
Marketing Guidance
Partner Marketing Crib Sheet How to use the Octagon Music Hub name and branding correctly, share case studies and photos we can use, and what funder acknowledgement to include.
Funded Partners Media Pack
Logos for Octagon Music Hub, Arts Council England and the Department for Education, plus guidance on how and where to use them in your own materials.
Relevant Policies
Policies that affect how funded activity is delivered.
Policy on Working with Independent Schools
Sets out how OMH funding can and can’t be used alongside independent school delivery.
Not sure which template applies to you?
Get in touch rather than guess – we’d rather answer a quick question than untangle a mismatched return in September.