Scheme of Delegation

 

A

Trust vision & ethos

B

Strategy

C

Education standards & curriculum

D

School times

E

Development Plans

F

Risk Registers & Business Continuity Plans

G

Governance

H

Governor monitoring & holding to account

I

Governance appointments

J

Policies

K

HR

L

Staff appointments

M

Finance

N

Estates

O

IT

P

Health & Safety

 

Responsible

 

Recommends

 

 

 

Members

Board (link governor)

Hub

LGB

Trust Chair

CEO

Deputy CEO

Exec Primary

Head

CFO

Estates

IT

HR

Enterprise

Governance

A

Trust vision & ethos

A1

Set vision & ethos

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

A2

Trust branding & marketing

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

A3

Trust name change

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

B

Strategy

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

B1

Trust strategy

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

B2

Central team strategy

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

B3

Estates strategy

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

B4

Health & Safety strategy

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

B5

IT strategy

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

B6

HR strategy

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

B7

Lettings & Enterprise strategy

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

B8

Gov strategy

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

School strategy in line with trust

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

B9

Major change

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

C

Educational standards and curriculum

C1

Trust targets

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

C2

School Targets

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

C3

Trust Core Curriculum

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

C4

School Curriculum offer

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

C5

Trust Curriculum manifestos

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

C6

Approve offsite visits

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

D

School

D1

Calendar

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

D2

Day

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

E

Development Plans

E1

Trust

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

E2

School

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

F

Risk Registers / Business Continuity Plans

F1

Trust

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

F2

School

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

G

Governance

G1

Structure

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

G2

Terms of Reference

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

G3

Scheme of Delegation

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

G4

Articles of Association

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

G5

Maintain register of governor interests

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

G6

Maintain governance webpages

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

G7

Complaints

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

G8

Exclusion

Panels

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

G9

HR hearings

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

G10

Appeals

Panels

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

H

Governors - Monitoring / holding to account

H1

School - teach & learn, safeguarding, stakeholder voice, community & business links

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

H2

Hub - operations

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

H3

Trust - overall

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

H4

Teaching School, Maths / Computing Hub

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

H5

Local Governing Bodies

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

H6

Trustees

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

H7

Safeguarding

 

Trust

 

 

School

 

Trust

 

 

School

 

 

 

 

 

H8

Health & Safety

 

ACR Cttee

 

 

 

 

 

 

 

 

 

 

 

 

 

H9

Determine KPIs, data, info to Trustees, members & governors

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

H10

Website and GIAS compliance

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

I

Governor Appointments

I1

Chair of Local Govs

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

I2

Local Governors

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

I3

Hub Governors

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

I4

Trustees

 

Responsible/

Recommends

 

 

 

 

 

 

 

 

 

 

 

 

 

I5

Board Committees

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

I6

Members

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

I7

Clerk to Board

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

I8 

Additional clerks

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

J

Policies

J1

Key Trust-wide statutory policies

 

See LAT Trust
policies list

 

 

 

 

 

 

 

 

 

 

 

 

 

J2

Trust governance

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

J3

Trust HR

 

HR

 

 

 

 

 

 

 

 

 

 

 

 

 

J4

Trust Estates

 

Estates

 

 

 

 

 

 

 

 

 

 

 

 

 

J5

Trust IT

 

IT

 

 

 

 

 

 

 

 

 

 

 

 

 

J6

Trust Finance

 

Inc. delegations

 

 

 

 

 

 

 

 

 

 

 

 

 

J7

Individual school policies, non-statutory

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

J8

Individual school policies – statutory (Behaviour, SEND,

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

J9

Primary-wide

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

K

HR

K1

Exec Pay

 

Remuneration

 

 

 

 

 

 

 

 

 

 

 

 

 

K2

Teachers’ Pay – unusual /  discretionary

 

 

 

 

 

Trust Moderation

 

 

 

 

 

 

 

 

 

K3

Teachers’ Pay - normal

 

 

 

Pay

 

 

 

 

 

 

 

 

 

 

 

K4

Agree Trust staffing structure Including Heads, Exec Heads, CEO / Deputy CEO / Exec Primary, Operations leads, Directors of Learning, Data,  etc.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

K5

Agree school staffing

structure

 

 

 

 

 

All

 

Primary

 

 

 

 

 

 

 

K6

Approve staff flexible working, early retirement, secondment, leave of absence, sabbatical

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

K7

Appointment outside salary

structure

 

Remuneration

 

 

 

 

 

 

 

 

 

 

 

 

 

K8

Performance management - CEO

 

Remuneration

 

 

 

 

 

 

 

 

 

 

 

 

 

K9

Performance management – central team

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

K10

Performance management – Heads & Exec Heads

 

 

 

Chair

 

 

 

 

 

 

 

 

 

 

 

K11

Restructures

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

L

Appointments

L1

CEO

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

L2

Exec team

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

L3

Exec Heads

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

L4

Heads of School

 

 

 

Chair

 

 

 

 

 

 

 

 

 

 

 

M

Finance

M1

Ensure effective financial controls are in place

 

Using auditors

 

 

 

 

 

 

 

 

 

 

 

 

 

M2

Ensure Finance Policy is adhered to

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

M3

Trust overall  funding model

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

M4

School budget model

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

M5

Operations funding model

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

M6

Agree trust budget

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

M7

Agree significant change to trust budget

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

M8

Agree school budget

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

M9

Asset registers

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

M10

Assets / inventory disposals – high level

 

Linked govs

 

 

 

 

 

 

 

 

 

 

 

 

 

M11

Assets / inventory disposals - low level

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

M12

Appoint external auditors

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

M13

Appoint internal auditors

 

ACR Cttee

 

 

 

 

 

 

 

 

 

 

 

 

 

M14

Audit focus - internal

 

ACR Cttee

 

 

 

 

 

 

 

 

 

 

 

 

 

M15

Agree audit action plans

 

ACR Cttee

 

 

 

 

 

 

 

 

 

 

 

 

 

M16

Implement audit action plans

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

M17

Agree annual Report

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

M18

Submit all statutory documents to ESFA

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

M19

Maintain register of staff interests

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

M20

Procurements – see Finance Policy

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

M21

Contracts –

See Finance Policy

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

M22

Director indemnity insurance

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

M23

Trust investment strategy approval

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

M24

Bank account open / close

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

M25

Write off significant bad debt

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

M26

Agree compromise agreements

 

Remuneration

 

 

 

 

 

 

 

 

 

 

 

 

 

M27

Authorise exec / trustee expenses

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

M28

Authorise governor expenses

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

M29

Authorise staff expenses within budget

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

M30

Lettings costs across trust

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

N

Estates

N1

Major works

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

N2

3 year plans

 

Estates

 

 

 

 

 

 

 

 

 

 

 

 

 

N3

SCA Bids

 

Estates

 

 

 

 

 

 

 

 

 

 

 

 

 

N4

Catering

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

N5

Agree long term lease of land or buildings

 

ESFA approval required

 

 

 

 

 

 

 

 

 

 

 

 

 

O

IT

O1

Major works

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

O2

3 year plans

 

IT

 

 

 

 

 

 

 

 

 

 

 

 

 

O3

Data Protection

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

P

Health & Safety

P1

Health & Safety       Policy

 

Estates

 

 

 

 

 

 

 

 

 

 

 

 

 

P2

Management of Health & Safety Audits & action plans

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

P3

Strategic lead for Health & Safety

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

P4

Statutory compliance testing & risk assessments (fire, asbestos)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

P5

RIDDOR accident reporting