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Stradbroke Pyramid Partnership Umbrella Trust

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James Hargrave
James Hargrave

This document proposes the formation of a Stradbroke Pyramid Partnership Umbrella Trust to facilitate collaboration between primary schools in the region. It outlines three governance models - Multi-Academy Trust, Umbrella Trust, and Informal Collaboration - and recommends the Umbrella Trust model. Key points of the Umbrella Trust proposal include having each school maintain autonomy through separate academy trusts under a central umbrella trust, and functions like shared staff employment, procurement, and school improvement support. The proposed structure and finances are also summarized.

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Stradbroke Pyramid PartnershipUmbrella Trust ProposalJames HargraveChair of GovernorsStradbroke Primary Schoolv1.0 7 September 2011
Stradbroke Pyramid Partnership Umbrella Trust
Working PartyJames Hargrave - Chair of Governors, Stradbroke Primary (Chair)Elspeth Gibson - Governor, SBECSarah Sharratt - Governor, FressingfieldRichard Pierce-Saunderson - Governor, SBECDavid Dee - Headteacher , LaxfieldEmma Henchoz - Chair of Governors, Wilby
AgendaChains of AcademiesUmbrella Trust FunctionsUmbrella Trust StructureUmbrella Trust FinancesInformal Collaboration
CHAINS OF ACADEMIES
Chains of AcademiesThere are three main governance models suggested by the DfE for chains of academiesMulti-Academy TrustUmbrella TrustInformal collaborationThere is a DfE model for multi-academy trustsAlmost by definition informal collaboration doesnt have a modelDfE have suggested we develop our own model for Umbrella Trust
Stradbroke Pyramid Partnership Umbrella Trust
Multi-Academy TrustSchools form a single multi-academy trust which has overall responsibilityMaster funding agreement with the multi-academy trustSupplemental funding agreements with each individual schoolEach school has own Governing BodyEach school has representation on the Trust BoardPowers delegated to individual GBs by the Trust BoardThis is most like a mini LA
Stradbroke Pyramid Partnership Umbrella Trust
Umbrella TrustA company formed by the schools that form the chain of academiesHas a relationship with each school but does not manage schoolsEach school has its own academy trust, and each individual academy trust in the chain (not the umbrellatrust) will have its own funding agreementThis model gives schools greater independence and is very flexibleWhere there are performance issues with a school the umbrella trust could appoint additional governors of that school
Stradbroke Pyramid Partnership Umbrella Trust
Informal CollaborationSchools can form looser, less formal partnership linksThis gives the most flexibility but less structureWould need to inform Secretary of State of arrangements to support any weaker schools before he will agree
Stradbroke SituationSchools expressed a desire to retain significant autonomy and the group of Heads and Governors rejected Multi-Academy TrustThe Diocese expressed significant concern about Multi-Academy TrustA working group was formed to look mainly at how an umbrella trust could functionInformal collaboration was also considered by the group
Umbrella trust FUNCTIONS
Umbrella Trust FunctionsBefore we looked at Structure and Finance we looked at what an Umbrella Trust might do, what its functions would beThe Trust could start out with limited functions, eg employing a business manager, and expand its role over timeIt would make sense to do things at a trust level that need collaboration, mutual assistance or when there could be economies of scaleWhilst a trust would not replace or be a mini LA it could perform some of the functions the LA does now
Umbrella Trust FunctionsTake over employment of theBusiness Manager who:Deals with financial mattersGets best value on procurementEmploy other shared staff (eg IT, Admin)Help by agreement with recruitment especially for senior posts (like Heads)Have an agreed role in school improvement and help schools that are having problemsFacilitate staff and governor training and development across the Pyramid
Umbrella Trust FunctionsFacilitate the use of shared systems (such as IT systems)Have a role in co-ordinating school transportRepresent the Pyramid to the LA and other Academies and Chains (strengthening negotiation)Offer shared services to schools such as HR, Payroll and insurance negotiated by the Business ManagerBid for charitable and other funds
Business ManagerNow in postfunded by informal agreement between HeadsUmbrella trust subsequently taking over the employment of the business manager would ensure fairness and certainty (and conversely less risk for any one school).Business Manager could undertake some of the work for academy conversion by each school (funded from 25K DfE grant)
Umbrella trust Structure
Umbrella TrustAn Umbrella Trust would be a company independent of any individual academyEach individual academy would also have its own Trust company and its own Governing BodyThe Umbrella Trust just like each academy trust has both members and directorsIn an academy directors are also known as governors, we propose calling them directors on the Umbrella Trust
Members of the Umbrella TrustMembers of a company can be either real people such as you and I or corporate personsAn example of a corporate person would be a company or any other body with legal personality such as say a CouncilBasically its any corporate body you can sue in its own rightHaving considered the options we are suggesting the Members of the Umbrella trust would be each Academy Company and the Diocesan Board of Finance
Stradbroke Pyramid Partnership Umbrella Trust
Umbrella TrustEach schools Chair of Governors would be a Director of the Umbrella TrustThe Diocesan Board of Education would appoint up to 2 DirectorsThis composition was influenced by the need to ensure staff (ieHeadteachers) represent less than a third of membersIn addition to the Board there would be a Headteachers Group and Committees (which Heads could be members of)The Board would appoint a SecretaryThe Board would elect a Chairman and Vice-Chairman
Stradbroke Pyramid Partnership Umbrella Trust
Umbrella trust FINANCES
Umbrella Trust FinancesEach Academy would have its own Funding Agreement with the DfEThe Umbrella Trust would not have a funding agreement with the DfEThe Umbrella Trust would have its own bank account and would hold moneyThe Umbrella Trust could employ staff, it would employ the Business Manager at least to start withThere would be a Funding Agreement between each Academy and the Umbrella Trust that could be regularly reviewed
Umbrella Trust Financial benefitsHolding money centrally helps overcome small carry-forwardsRisk of staff employed across more than one academy can be transferred to the Umbrella Trust rather than a single academyAble to bid and raise money in its own rightEnables cross school initiatives (such as teaching school) to have a central financial pot
INFORMAL COLLABORATION
Informal CollaborationCould still appoint a Business Manager although one school would need to employ them (and take the associated risks)Would cost less to set upCould be more flexible and less formalWe have already begun to work in this wayEasy to change arrangements between schoolsMight make it easier for some schools to be more or less committed to the partnership as they feel able to be
Informal CollaborationBoth modelscouldachieve all the aims and functions we have identified but the umbrella trust appears to offer:greater simplicity (in that it will avoid the need for heads to negotiate the detail of every shared resource or purchase, however routine); andincreased stability (in that it will establish a level of commitment and certainty, at least from one year to the next, that would be missing from an informal collaboration).

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Stradbroke Pyramid Partnership Umbrella Trust

  • 1. Stradbroke Pyramid PartnershipUmbrella Trust ProposalJames HargraveChair of GovernorsStradbroke Primary Schoolv1.0 7 September 2011
  • 3. Working PartyJames Hargrave - Chair of Governors, Stradbroke Primary (Chair)Elspeth Gibson - Governor, SBECSarah Sharratt - Governor, FressingfieldRichard Pierce-Saunderson - Governor, SBECDavid Dee - Headteacher , LaxfieldEmma Henchoz - Chair of Governors, Wilby
  • 4. AgendaChains of AcademiesUmbrella Trust FunctionsUmbrella Trust StructureUmbrella Trust FinancesInformal Collaboration
  • 6. Chains of AcademiesThere are three main governance models suggested by the DfE for chains of academiesMulti-Academy TrustUmbrella TrustInformal collaborationThere is a DfE model for multi-academy trustsAlmost by definition informal collaboration doesnt have a modelDfE have suggested we develop our own model for Umbrella Trust
  • 8. Multi-Academy TrustSchools form a single multi-academy trust which has overall responsibilityMaster funding agreement with the multi-academy trustSupplemental funding agreements with each individual schoolEach school has own Governing BodyEach school has representation on the Trust BoardPowers delegated to individual GBs by the Trust BoardThis is most like a mini LA
  • 10. Umbrella TrustA company formed by the schools that form the chain of academiesHas a relationship with each school but does not manage schoolsEach school has its own academy trust, and each individual academy trust in the chain (not the umbrellatrust) will have its own funding agreementThis model gives schools greater independence and is very flexibleWhere there are performance issues with a school the umbrella trust could appoint additional governors of that school
  • 12. Informal CollaborationSchools can form looser, less formal partnership linksThis gives the most flexibility but less structureWould need to inform Secretary of State of arrangements to support any weaker schools before he will agree
  • 13. Stradbroke SituationSchools expressed a desire to retain significant autonomy and the group of Heads and Governors rejected Multi-Academy TrustThe Diocese expressed significant concern about Multi-Academy TrustA working group was formed to look mainly at how an umbrella trust could functionInformal collaboration was also considered by the group
  • 15. Umbrella Trust FunctionsBefore we looked at Structure and Finance we looked at what an Umbrella Trust might do, what its functions would beThe Trust could start out with limited functions, eg employing a business manager, and expand its role over timeIt would make sense to do things at a trust level that need collaboration, mutual assistance or when there could be economies of scaleWhilst a trust would not replace or be a mini LA it could perform some of the functions the LA does now
  • 16. Umbrella Trust FunctionsTake over employment of theBusiness Manager who:Deals with financial mattersGets best value on procurementEmploy other shared staff (eg IT, Admin)Help by agreement with recruitment especially for senior posts (like Heads)Have an agreed role in school improvement and help schools that are having problemsFacilitate staff and governor training and development across the Pyramid
  • 17. Umbrella Trust FunctionsFacilitate the use of shared systems (such as IT systems)Have a role in co-ordinating school transportRepresent the Pyramid to the LA and other Academies and Chains (strengthening negotiation)Offer shared services to schools such as HR, Payroll and insurance negotiated by the Business ManagerBid for charitable and other funds
  • 18. Business ManagerNow in postfunded by informal agreement between HeadsUmbrella trust subsequently taking over the employment of the business manager would ensure fairness and certainty (and conversely less risk for any one school).Business Manager could undertake some of the work for academy conversion by each school (funded from 25K DfE grant)
  • 20. Umbrella TrustAn Umbrella Trust would be a company independent of any individual academyEach individual academy would also have its own Trust company and its own Governing BodyThe Umbrella Trust just like each academy trust has both members and directorsIn an academy directors are also known as governors, we propose calling them directors on the Umbrella Trust
  • 21. Members of the Umbrella TrustMembers of a company can be either real people such as you and I or corporate personsAn example of a corporate person would be a company or any other body with legal personality such as say a CouncilBasically its any corporate body you can sue in its own rightHaving considered the options we are suggesting the Members of the Umbrella trust would be each Academy Company and the Diocesan Board of Finance
  • 23. Umbrella TrustEach schools Chair of Governors would be a Director of the Umbrella TrustThe Diocesan Board of Education would appoint up to 2 DirectorsThis composition was influenced by the need to ensure staff (ieHeadteachers) represent less than a third of membersIn addition to the Board there would be a Headteachers Group and Committees (which Heads could be members of)The Board would appoint a SecretaryThe Board would elect a Chairman and Vice-Chairman
  • 26. Umbrella Trust FinancesEach Academy would have its own Funding Agreement with the DfEThe Umbrella Trust would not have a funding agreement with the DfEThe Umbrella Trust would have its own bank account and would hold moneyThe Umbrella Trust could employ staff, it would employ the Business Manager at least to start withThere would be a Funding Agreement between each Academy and the Umbrella Trust that could be regularly reviewed
  • 27. Umbrella Trust Financial benefitsHolding money centrally helps overcome small carry-forwardsRisk of staff employed across more than one academy can be transferred to the Umbrella Trust rather than a single academyAble to bid and raise money in its own rightEnables cross school initiatives (such as teaching school) to have a central financial pot
  • 29. Informal CollaborationCould still appoint a Business Manager although one school would need to employ them (and take the associated risks)Would cost less to set upCould be more flexible and less formalWe have already begun to work in this wayEasy to change arrangements between schoolsMight make it easier for some schools to be more or less committed to the partnership as they feel able to be
  • 30. Informal CollaborationBoth modelscouldachieve all the aims and functions we have identified but the umbrella trust appears to offer:greater simplicity (in that it will avoid the need for heads to negotiate the detail of every shared resource or purchase, however routine); andincreased stability (in that it will establish a level of commitment and certainty, at least from one year to the next, that would be missing from an informal collaboration).