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Stanway Federation Academy Trust “Why consider joining the Trust and what it means for the primary, infant and junior schools.” 12 December 2013. Stanway Federation Academy Trust The Stanway and Thomas Lord Audley Schools Secondary academies that converted in March 2012.

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Stanway Federation Academy Trust

“Why consider joining the Trust and what it means for the primary, infant and junior schools.”

12 December 2013

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Stanway Federation Academy Trust

The Stanway and Thomas Lord Audley Schools

Secondary academies that converted in March 2012.

Ofsted: Stanway Good May 2013 TLA Satisfactory Jan 2012

Attainment 5A*-C GCSE w/ English & Maths: Stanway 70-80%, TLA 50-60%

Managing the phased closure of Alderman Blaxill

Member of North East Essex Education Partnership (NEEEP)

Umbrella Trust of seven secondary academies spanning the NE of county

Purpose to enable member academies improve and sustain performance and operate efficiently

Individual autonomy but sign up to agreed partnership principles of governance and operation

Year 7 pupils come from 25+ different feeder primary schools

Truly comprehensive intake with diverse range of pupil attainment at entry

A number of feeders are now Ofsted Outstanding

Approved as a sponsor by DfE in Sept 2013

Monkwick Junior School to join as sponsored academy April 2014

Monwick Infant School to join as a partner academy April 2014 (Ofsted Good)

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Trust vision

A family of local schools that offer children aged 3-16 an excellent education regardless of starting point in life or where they live.

Between 10-12 academies: 2 secondary and balance primary, junior and infants

All schools to be judged by Ofsted Good and Outstanding in time

Quality of teaching and learning excellent in every school, phase, class and subject

Every child achieves appropriate national standards through every phase

A learning community of school governors, leaders, teachers and support staff benefitting from coordinated professional development framework

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Trust benefits for primary, infant and junior schools

Partnership working to support school improvement

Support, challenge and ideas from fellow Headteachers

Planning and delivering joint professional development

Planning and delivering joint specialist and supply teaching

Sharing of good practice and collective response to new DfE and Ofsted policy

Development of EYFS, Key Stage 1 and Key Stage 2 partnership

Working in partnership with other EYFS, Key Stage 1 and Key Stage 2 teams

Governor support and training

Continuity of 3-16 pathway for local community

Education

Pastoral support

Extended services

Capacity and capability to manage academy status efficiently

Finance, Personnel, HR business management and FM

Joint commissioning and procurement of services

Trust protection should Ofsted judge school Requires Improvement or Inadequate

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Trust principles of governance and operation

Trust Board able to fulfil its statutory and regulatory responsibilities

Educational

Financial

Operational

Clear delegated authority for each member academy

Autonomy linked to Ofsted status

Set out in Terms of Reference and Schemes of Delegation

Member academies sign up to Trust principles

Governance

Planning and operation

Performance monitoring and reporting

Financial management

No Executive Headteacher. Headteacher Group fulfil this role

No top slice for Trust membership. At cost charges for services provided by the Trust

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M

Trust governance model

Trust Members

MAT Trust Board

Headteacher

Group

Trust Finance & Audit Cttee

Stanway & TLA

LGB

Primary #1

LGB

Primary #2

LGB

Primary #3

LGB

LGB C’ttees

LGB C’ttees

LGB C’ttees

LGB C’ttees

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Trust governance composition

Multi-Academy Trust Board

Proportion of Stanway/TLA Directors as sponsor

Two directors per academy usually Chair and Headteacher

Composition will evolve as Trust grows

Local Governing Body

Good/Outstanding schools can determine their composition

Schools Requiring Improvement or Inadequate will agree the composition with Trust

Must have two parent Governors on LGB

LGB committees

Each LGB free to determine what committees they have and composition.

Authority in line with LGB Terms of Reference and Scheme of Delegation

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Trust Planning and Operation

Feedback

School

Development Plans

Stanway

Monitoring &

Responding

Targets

Individual &

Trust

TLA

Primary #1

Primary #2

Key needs

Support &

resources

Primary #3

Activity

Programme

Primary #4

Primary #5

Report

to Board & LGB

Review &

Commentary

by HTG

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Trust support for academy conversion

Trust provides full project management and legal support for the conversion process

Project management

Academy consultation

Land Transfer

Commercial Transfer Agreement

TUPE transfer of employees to Trust

Financial transition including new software

Team comprises

Project manager

Legal advisors

Trust Assistant Bursar

Reduces demand on Headteachers and Governors and simplifies the process

Typical timescale 4 months from application . September/April/Jan conversions preferred!

Trust receives the £25k conversion grant from DfE

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Development of Trust services for schools

Financial services support for member academies

All to comply with Trust Financial Management Requirements (TFMR)

Trust has built additional capacity to provide support: 2 x Assistant Bursars

Schools can choose the level of support they want

Self-supported: schools with capable finance staff who can manage all aspects of school finances and work within TMFR

Supported: schools that have finance staff who can manage finance operations but welcome support with budget preparation, monthly and annual accounts and tax

Managed: schools with little or no finance staff and would welcome full support from Trust finance team

Further packages of support will be developed to meet the needs of member academies such as

Payroll and pensions administration

Personnel and HR

Site and facilities management

Business management

ICT

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Trust Financial Management Requirements

Financial policy and handbook: detailing the Trust’s policy, process and handbook to comply with statutory and regulatory requirements

Business cycle: detailing tasks and timetable for the Trust’s financial and regulatory reporting to Companies House, DfE, EFA. This would also include those tasks and timetables for the Trust’s own monitoring and oversight of financial matters such as academy budget approval

Scheme of Delegation: setting out the powers of individual Local Governing Bodies to agree expenditure and make budget vires.

Financial software: all academies to use the Trust’s preferred software which will be procured by the Trust.

Chart of Accounts: all academies to use a common framework of ledger codes and cost centres

Procurement: all academies to adopt the Trust’s procurement policy including sharing of contract and service agreements.

Tax management: all academies to adopt the Trust’s tax management policy for corporation tax, VAT and PAYE

Banking: all academies would be asked to bank with the Trust’s bankers