SOUTH WEST ESSEX COMMUNITY EDUCATION TRUST
SCHEME OF DELEGATION
Introduction
The Scheme of Delegation sets out the delegated powers between the different bodies involved in the
governance and operation of the Trust and member academies.
The bodies/individuals may include:
1.
2.
3.
4.
5.
6.
7.
8.
9.
Members of the Trust
Board of Trustees
Trust Finance & Audit Committee
Trust HR & Remuneration Committee
Local Governing Body
Trust Chief Executive Officer
Trust Chief Operating Officer
Leadership Group of Headteachers
Headteacher of Individual Academies
The delegated powers are broken down into different levels in line with the Trust’s principles of
governance, leadership and operation. The delegated autonomy for individual academies is aligned with
the need for the Trust to fulfil its corporate responsibilities and accountabilities to the Department for
Education, Education Funding Agency, Charities Commission, HMRC and Companies House.
The different levels of delegated power are listed below but it should be noted that not every task requires
all levels of delegated power to be defined:







Approve (A)
Recommend (R)
Propose (P)
Develop (D)
Monitor & Report (M)
Consulted (C)
Implement (I)
The Scheme of Delegation should be read in conjunction with the Terms of Reference for the relevant
body (where applicable). While the Scheme is designed to be comprehensive it will not cover every task
and will be revised at least annually or when significant change occurs.
Trust Policies
A key task for the Trust is to develop and monitor a range of policies that member academies are expected
to adopt. These policies may include those listed below.
Sex Education
Religious Education
Child Welfare & Safeguarding
Attendance
Pupil Premium
Health & Safety
Academy Trips
Complaints
SEN & Inclusion
Scheme of Delegation
Pay & Remuneration
Disciplinary
Re-structuring and Redundancy
Job Role, Grade & Salary
Grievance
Capability
Whistleblowing
Employee Health & Safety
Financial Regulations & Procedures
Asset Management
Procurement
Page 1 of 4
SWECET Community Education Trust
1.5.
1.6.
1.7.
1.8.
1.9.
1.10. Appoint (and remove) Trust Committee
members
1.11. Appoint (and remove) LGB members
Board
R
D
A
R
D
A
A
R
R
D
A
R
C
P
A
A
Annually by
Chair, Vice Chair
of Trust Board
and CEO
As per agreed
composition
Recommended
by the Chair of
the LGB
Page 2 of 4
R
R
D
A
A
A
A
1.12. Appoint (and remove) Clerk to Trust
A
Board
1.13. Appoint (and remove) Clerk to Trust
A
Committees
1.14. Organise calendar of Trust Board and
A
Trust Committees
1.15. Approve Trustees Expenses Policy
A
2.
Trust & Academy Performance, Curriculum and Teaching
2.1. Trust Strategic Plan
A
2.2. Academy Performance Targets
A
2.3. Academy Performance Review e.g. SEF
A
2.4. Academy 3 year plan
2.5. Academy 1 Year Plan
2.6. Teaching & Learning Policy
2.7. Curriculum Policy
2.8. Sex Education Policy
A
2.9. Religious Education Policy
A
2.10. SEN & Inclusion Policy
A
2.11. Trust CPD Plan
A
2.12. Trust Inset Days
3.
Staff Policies and Pay
3.1. Pay & Remuneration Policy
A
3.2. Job Role Salary & Grading Policy
A
3.3. Changes to Employee Terms &
A
Conditions or Collective Agreements
3.4. Adoption of Transferring Policies and
A
Collective Agreements
Scheme of Delegation
LGB
A
HT
1.3.
1.4.
Members only
COO
1.2.
Governance
Approve & Amend Trust Articles of
Association
Approve & Amend Trust Board Terms of
Reference
Approve Trust Scheme of Delegation
Approve new convertor or sponsored
academies joining MAT
Establish Trust Committees
Establish Working Parties or Sub
Committees of the LGBs
Approve & Amend Trust Committee
Terms of Reference
Appoint Chair of Trust Board
Appoint (and remove) Chair(s) of Trust
Committees
CEO
1.
1.1.
Ldr Grp
Notes
Key: Approve (A), Recommend (R) Propose (P),
Develop (D), Monitor & Report (M), Consulted (C),
Implement (I)
HR C’ttee
Task
Fin C’ttee
#
R
R
C
R
R
C
D
C
C
R
R
R
R
A
A
C
C
P
P
P
R
A
C
RM
RM
R
P
P
P
C
C
R
P
C
M
C
C
A
A
C
C
C
C
C
C
C
RM
RM
RM
D
D
C
C
C
SWECET Community Education Trust
D
P
P
P
P
P
P
P
P
3.5.
3.6.
3.7.
3.8.
Teachers Annual Pay Award
Support Staff Annual Pay Award
Individual Performance Pay Awards
Performance Management & Appraisal
Review Policy
3.9.
3.10.
3.11.
3.12.
3.13.
4.
4.1.
Disciplinary Policy
Grievance Policy
Capability Policy
Whistleblowing Policy
Re-structuring & Redundancy Policy
Staff Management
Academy staff complement, structure
and grades
CEO appointment
4.2.
Procedures at
each school to
reflect local
practice
C
C
A
P
P
R
P
A
A
A
A
A
RM
RM
RM
RM
RM
P
P
P
P
P
C
C
C
C
C
A
Led by Chair of
the Board
4.3.
4.4.
4.5.
4.6.
4.7.
4.8.
4.9.
4.10.
4.11.
4.12.
4.13.
4.14.
Trust leadership structure
Headteacher appointment
Deputy Headteacher appointment
Teaching and support staff appointments
Suspension of CEO
Return of CEO after suspension
Dismissal of CEO
Suspension of Headteacher
Return of Headteacher after suspension
Dismissal of Headteacher
Suspension of teaching and support staff
Return of teaching and support staff
after suspension
4.15. Redundancy of staff
4.16. Restructuring of staff
5.
Financial Governance & Management
5.1. Trust & Academy Financial Regulations
and Procedures
5.2. Appoint Trust auditors
To incorporate
5.3. Academy 1 year Budget
Trust 1 year Budget
Academy 3 year Budget Plan
Trust 3 year Budget Plan
Academy Interim Year End Accounts
5.8.
Trust Interim Year End Accounts
Scheme of Delegation
C
C
A
A
A
A
A
A
C
HT
P
R
R
C
C
C
I
RI
C
C
A
R
P
C
A
A
R
R
C
P
C
P
R
A
R
R
R
RI
RI
RI
C
A
R
A
A
A
P
P
C
C
C
C
C
C
P
R
P
A
A
R
P
A
A
R
R
P
P
D
A
R
R
I
P
M
M
R
To be
consolidated
Consolidated
accounts
Page 3 of 4
C
C
A
Trust Annual Accounts
Trustees Report
Trust Academies Accounts Return to EFA
Response to Auditor’s Management
Letter
5.13. Academy YTD reports
C
P
D
C
A
A
A
5.9.
5.10.
5.11.
5.12.
C
C
A
Trust charges
5.4.
5.5.
5.6.
5.7.
Ldr Grp
R
R
A
RM
COO
C
C
CEO
A
A
LGB
HR C’ttee
Notes
Key: Approve (A), Recommend (R) Propose (P),
Develop (D), Monitor & Report (M), Consulted (C),
Implement (I)
Fin C’ttee
Task
Board
#
C
SWECET Community Education Trust
P
P
PR
M
6.12. Complaints Policy
6.13. Admissions Policy
6.14. Admissions Appeals
6.15.
6.16.
6.17.
6.18.
7.
7.1.
7.2.
8.
8.1.
8.2.
8.3.
9.
9.1.
9.2.
9.3.
C
C
C
CM
CM
AM
AM
R
R
R
R
R
R
R
C
C
C
C
C
C
P
R
R
R
R
R
C
C
D
P
P
P
P
P
R
P
A
A
I
C
P
C
C
C
C
P
P
P
P
Hearing to be
held
A
A
R
I
Independent
panel
A
A
A
A
R
C
C
C
C
C
A
C
A
A
R
R
A
A
A
R
R
A
Page 4 of 4
D
C
C
C
A
HT
M
Ldr Grp
LGB
M
A
A
A
A
A
A
Academy prospectus
Academy website
Academy logo & branding
Academy uniform
Premises Management
Academy Premises Management
Strategy
Trust Estates Plan
Health & Safety
Educational Visits Policy
Trust Health & Safety Policy
Academy Health & Safety Policy
Other
Freedom of Information
Trust Data Protection Policy
Academy Data Protection Policy
Scheme of Delegation
M
COO
Trust YTD reports
Academy Policies & Procedures
Academy times, terms and holidays
Change of Academy Age Range
Expansion of Academy PAN
Extension of Academy provision (EYFS)
Safeguarding Policy
Attendance Policy & Plan
Pupil Premium Policy & Plan
Pupil Behaviour & Exclusions Policy
Short-term Exclusion
Return after short-term exclusion
Permanent Exclusions
CEO
5.14.
6.
6.1.
6.2.
6.3.
6.4.
6.5.
6.6.
6.7.
6.8.
6.9.
6.10.
6.11.
HR C’ttee
Notes
Key: Approve (A), Recommend (R) Propose (P),
Develop (D), Monitor & Report (M), Consulted (C),
Implement (I)
Fin C’ttee
Task
Board
#
RP
R
D
D
C
C
C
D
D
C
C
C
R
SWECET Community Education Trust
R