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ScrutinyDate Area of Scheme of Delegation Changes Approved by Date
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V2 March 2020COVID Cover Delegated authority during COVID if required Trust Board24/04/2020
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ScrutinyDate Area of Scheme of Delegation Changes Approved by Date
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V3
Autumn 2020
Inclusion of Internal Scrutiny Audit Recommendations. Internal Scrutiny recommendations belowTrust Board8/12/2020
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Variations to budget heads (virements) over £100,000New - to be approved by F& O Committee Trust Board8/12/2020
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Variations to budget heads (virements) £0 to £25,000New- EX Principals to recommend not approveTrust Board8/12/2020
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Authorise expenditure Over 200,000New - approved by F and O CommitteeTrust Board8/12/2020
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Authorise expenditure 0 - £25,000New- EX Principals to recommend not approveTrust Board8/12/2020
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Authorise expenditure 0 - £25,000
New- COO to authorise capital expenditure up to £25,000
Trust Board8/12/2020
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Recruiting & Appointing CEONew - Remove Ex P Recommendation Trust Board8/12/2020
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Suspend or Dismiss of CEO New - approved by Trust BoardTrust Board8/12/2020
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Suspend or Dismiss of CFONew - approved by Trust BoardTrust Board8/12/2020
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Suspend or Dismiss of COONew - approved by Trust BoardTrust Board8/12/2020
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Covid Cover General Absence Cover added Trust Board8/12/2020
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ScrutinyDate Area of Scheme of Delegation Changes Approved by Date
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V4
Summer 2021
Absence Cover
Changes to meet operational needs and staff changes
Delegated by TB - to be approved by COE, Chair of TB, Chair of F&O10/8/2021
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Remove CFO role and change to COOChanges to meet operational needs
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Remove COO capital spend as now under COO expenditureChanges to meet operational needs
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EXT to authorise up to £10,000 spend on Hub Budgets, a change from 25,000Changes to meet operational needs
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Increase petty cash limit to £500 and authorisation to CEO, COO, ExP and Finance Director
Changes to meet operational needs
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Change Catering Manager expense limit 10,000 - 25,000 from 25,000 to 75,000Changes to meet operational needs
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Note 1 added From 1 March 2022, any newly appointed senior executive leader can only be a trustee if: The members decide to appoint them as a trustee, and The senior executive leader agrees, and The trust's articles permit itChanges to meet Academy Trust Handbook
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Note 2 AddedTrusts must be aware of the risk of cybercrime, put in place proportionate controls and get permission from the ESFA before paying any ransom demandsChanges to meet Academy Trust Handbook
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Note 3 Added Trusts must give permission to the EFSA to contact 3rd parties to obtain Trust data/informationChanges to meet Academy Trust Handbook
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Note 4 Added Trust must get approval from the ESFA for severance payments where: An exit package which includes a special severance payment is at or above £100,000, and/or The employee earns over £150,000
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Note 5 AddedNo one from the Trust’s senior leadership team can conduct internal scrutinyChanges to meet Academy Trust Handbook
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ScrutinyDate Area of Scheme of Delegation Changes Approved by Date
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V5 DraftJanuary 2022Complete rewrite - New updated policyRevised by GAS as a result of Gov ReviewTrust Board8/2/2022
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V5 FinalJune 2022App 1 - Director of Finance authorisation increased from £10,000 to £25,000Changes to meet operational needsTrust Board21/6/2022
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App 1 - COO & CEO authorisation increased from £25.000 to £50,000Changes to meet operational needsTrust Board21/6/2022
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App 1 - Decrease Catering Manager expense limit from £75,000 to £50,000Changes to meet operational needsTrust Board21/6/2022
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App 1 - Addition of new post of Finance Manager - authorisation up to £5,000Changes to meet operational needsTrust Board21/6/2022
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NOTE:
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Trust must get approval from the ESFA for severance payments where: An exit package which includes a special severance payment is at or above £100,000, and/or The employee earns over £150,000
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