TIMBERLEY ACADEMY TRUST BOARD - DELEGATION DECISION PLANNER

This planner is for the Trust Board to complete

Key  

Level 1

Decision to be taken by full Trust Board

Level 2

Decision to be delegated to a committee of the Trust Board

Level 3

Decision to be delegated to an individual Trustee

Level 4

Decision to be delegated to the Principal

Level 5

Principal day-to-day management

Column blank

Action could be undertaken at this level

Column blocked off

Function cannot be legally carried out at this level

Column with lighter shading

Not recommended at this level.

Decision level

1

2

3

4

5

For Clerk

Key Function

Tasks

Full Trust Board

Committee

Individual Trustee

Delegate to Principal

Principal day to day

Finance

To prepare the first formal budget plan

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To approve the first formal budget plan each financial year.

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To monitor monthly expenditure

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To receive and consider monitoring reports at least 3 times per year

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To approve the writing off of irrecoverable debts up to (£500) and the disposal of surplus and damaged equipment.

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To enter into contracts/leases (above set financial limit)

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To enter into contracts/leases (below set financial limit)

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To approve/make payments according to approved system.

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To establish and review ordering and  payment systems

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To set a charging and remissions policy

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To ensure provision of free school meals to those pupils meeting the  criteria (where delegated by LA to Trust Board)

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To approve transfer between budget headings (virement) within agreed  limits of £1000

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To receive, and where appropriate respond to reports from Auditors.

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To ensure that school fund is properly audited for presentation to the Trust Board (TB)

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Staffing

To appoint other teachers

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To appoint teachers to leadership group (as defined byTB)

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To appoint non teaching staff outside the leadership group

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To draft/amend and review whole school pay policy

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To decide on recommendations  relating to the pay of all members of staff

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To implement disciplinary procedures

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To agree disciplinary/capability procedures.

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To dismiss Principal (TB must act through disciplinary committee)

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To dismiss other staff (TB must act through disciplinary committee but  normally delegated to head

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To suspend Principal

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To suspend staff (except Principal)

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To end suspension (Principal)

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To end suspension (except Principal)

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To determine staff complement

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To approve applications for early retirement, secondment and leave of  absence not covered by local agreements

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To establish and maintain a performance management policy

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To develop, review and oversee implementation of the governing body's personnel policies.

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To appoint Principal (on recommendation of selection panel)

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ratify

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To appoint Vice Principal (on recommendation of selection panel)

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To implement the performance management of staff.

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To implement the performance management of the Principal

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To draft and review a policy on absence management

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To agree and monitor a training strategy for teachers, support staff and Trustees

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Curriculum

To ensure National Curriculum is taught to all pupils (monitoring curriculum)

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To consider any disapplication from National Curriculum for pupil(s)

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To draft curriculum policy

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To agree or reject curriculum policy

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To implement curriculum policy

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To monitor and review implementation of the curriculum policy

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To ensure that the school meets for 380 sessions in a school year

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To set the times of school sessions and the dates of school terms and holidays

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To ensure that the curriculum contributes to community cohesion

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To decide which subject options should be taught having regard to resources, and implement provision for flexibility in the curriculum (including activities outside the school day)

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To ensure that only approved external qualifications and syllabuses are offered to pupils of compulsory school age

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To monitor standards of teaching

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To take responsibility for individual child’s education

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To make and keep up to date a written policy on Sex Education

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To prohibit political indoctrination and ensuring the balanced treatment of political issues

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To set and publish targets for pupil achievement

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To review and amend curriculum policies

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To ensure that the school appoints a Special Educational Needs Coordinator

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To review (amend) and monitor the school’s SEN policy

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To discharge other duties in respect of pupils with special educational needs

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To review (amend) and monitor the governing body’s other policies to ensure inclusion (in regard to gender, social disadvantage, race equality and disability discrimination)

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To ensure that the Principal sends the Foundation Stage Profile assessments and Key Stage 1 teacher assessments results to the LA

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To monitor pupil achievement against set targets

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To approve off-site visits and activities of up to 1 day

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To approve off-site visits and activities of more than 24 hours or which involve a hazardous pursuit or journey by air or sea

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Planning

To ensure that recommendations following OFSTED inspection are incorporated into the School Plan

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To prepare and review a strategy for school improvement on the following outcomes:

• Stay safe
• Be healthy
• Enjoy and achieve
• Achieve economic well-being
• Make a positive contribution

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To agree priorities for the School Plan

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To approve School Plan

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To monitor School Plan overall

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Behaviour

Principals have the powers to search, with or without consent, a pupil whom they reasonably suspect is carrying a knife or other weapon

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To decide a discipline policy

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To exclude a pupil for one or more fixed terms (no exceeding 45 days in total in a year) or permanently

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To review the use of exclusion and to decide whether or not to confirm all permanent exclusions (and fixed term exclusions where necessary)

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To direct reinstatement of excluded pupils

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To review the overall pattern and use of exclusions within the school

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To monitor and review pupil attendance

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To set attendance targets

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To decide whether parenting contracts should form part of the school’s attendance policy

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To implement parent contracts

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Pupil Welfare

To ensure that school policy and procedure for Looked After Children are consistent with measures set out in the statutory guidance

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To decide whether to appoint a designated governor for Safeguarding Children or to retain as a full TB task

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To carry out annual review of Safeguarding children and Child Protection policy and procedures and report to the Trust

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To decide the content, presentation and cost of school food.

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Collective Worship

To make arrangements for collective worship in schools without religious character (after consulting TB)

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In all maintained schools to ensure that all pupils take part in a daily act of collective worship (after consulting TB)

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To make application to the Standing Advisory Council for Religious Education (SACRE) to disapply the Christian requirements for collective worship (after consulting TB)

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Religious Education

To provide RE in line with school’s basic curriculum (implementation)

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To ensure provision of RE in line with school’s basic curriculum (monitoring)

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Organisation

Proposal to alter or discontinue voluntary foundation or foundation special school

n/a

To consider forming, joining or leaving a federation

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To appoint (and remove) the Chair and Vice-Chair of a permanent or a temporary TB

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To appoint and dismiss the clerk to the TB

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To appoint and remove community trustees

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To appoint and remove associate members

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To set up a Register or Governors’ Business interests

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To approve and set up an Expenses scheme

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To consider whether or not to exercise delegation of functions to individuals or committees

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To regulate the TB procedures (where not set out in law) e.g. Standing orders

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To establish and review committees annually

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Agree a policy and protocol for Trustee visits to the school

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To draw up instrument of government and any amendments thereafter

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To agree proposals to change category of school

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Extended schools

To research and review the opportunities/challenges arising from extended school provision (from a premises and resources perspective)

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To decide to offer additional activities under extended schools provision – or to cease provision

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To put into place additional services provided

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To ensure delivery of services provided

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Admission

To consult annually before setting an admissions policy

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To implement Admissions Policy

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To consult annually before setting an admissions policy

To establish an admissions policy (where pupils do not have a statement)

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To appeal against Local Authority direction to admit pupils

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Parents

To publish the School Prospectus

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To draft text in School Profile

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To approve and publish the School Profile annually

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To plan and coordinate strategies by which the TB can demonstrate its accountability and consult parents and community

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To adopt and review home-school agreements

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To ensure that school lunch nutritional standards are met

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Community

To consider matters relating to the role of the school in the community, including public relations

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To ensure that the school contributes to community cohesion

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Premises

To obtain buildings insurance – TB to seek advice where appropriate

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To develop a buildings strategy (including budgeting for repairs etc)

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To procure and agree a maintenance strategy for new buildings including developing a properly funded maintenance plan

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To review security of school premises and equipment

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To agree level of maintenance service  the school will buy from service providers

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To research and be involved in drawing up an Accessibility Plan for the school

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To recommend a hiring policy to the governing body and to oversee its implementation

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To approve hiring policy and charges

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Health and Safety

To establish a Health and Safety policy

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To implement health and safety arrangements

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To monitor health and safety arrangements

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To ensure that suitable risk assessments are prepared and action taken to minimise risk

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To monitor accident book and agree appropriate action

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