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Academy Conversion Watson Burton LLP Gillian Hall. 29 January 2013. clear practical advice. Who am I? . Senior partner of Watson Burton and head of the Education and Skills Group. Why convert? . It’s not about the money It’s about raising standards. Why convert into an existing MAT?.

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Academy Conversion

Watson Burton LLP

Gillian Hall

29 January 2013

clear practical advice


Who am i
Who am I?

  • Senior partner of Watson Burton and head of the Education and Skills Group


Why convert
Why convert?

  • It’s not about the money

  • It’s about raising standards


Why convert into an existing mat
Why convert into an existing MAT?

  • Mutual support

  • Better use of limited budgets


What is a mat
What is a MAT?

  • Company limited by guarantee

  • Exempt charity

  • Members

  • Directors

  • Company Secretary

  • Obligation to file accounts


What is the process
What is the process?

  • Governing Body decision on what is best for the School

  • MAT decision on whether there is a good fit

  • DfE involvement

  • - outstanding and good schools

    - fast track conversions

    - sponsored conversions


Next steps
Next Steps

  • MAT carries out due diligence

  • TUPE process

  • Supplemental Funding Agreement agreed with DfE

  • Transfer agreement agreed with the LA

  • Lease agreed with the LA


Conversion
Conversion

  • Funding agreement signed

  • Transfer and lease documents completed

  • School becomes an academy

  • Local Governing Body appointed

  • Scheme of delegation adopted


Case study
Case Study

  • Two primary schools in a hard federation

  • One outstanding, one good

  • Conversion into a MAT

  • Outstanding headteacher

  • Invited to sponsor a failing primary school and to support a primary school below the floor


Watson burton s role
Watson Burton’s role

  • Making provision for Local Governing Bodies

  • Preparing schemes of delegation

  • Carrying out the due diligence exercise

  • Running the legal aspects of the conversion with the LA and the DfE


The outcome
The outcome

  • Autonomy through Local Governing Bodies

  • Two very good schools helping two less successful schools

  • Cost reductions through shared services

  • Access to better quality services


Structure

Multi Academy Trust

Master Funding Agreement

Holds all land and assets,

and employs

all staff

Academy A

Outstanding

Supplemental Funding

Agreement

Local Governing Body –

makes school specific

decisions subject to

MAT policies

Academy B

Good

Supplemental Funding

Agreement

Local Governing Body –

makes school specific

decisions subject to

MAT policies

Academy C

Floor

Supplemental Funding

Agreement

Local Governing Body –

makes school specific

decisions subject to

MAT policies

Academy D

Sponsored

Supplemental Funding

Agreement

Local Governing Body –

makes school specific

decisions subject to

MAT policies

Structure


Wellspring academy trust
Wellspring Academy Trust

  • Same basic structure

  • Board of Directors

  • Local Governing Bodies

  • School Improvement

  • Shared Services


Any questions
Any Questions?


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