Governance-Web-page-sept-19
| 31. Scheme of Delegation | |||
| Delegated Duty | Value | Delegated Authority | Method / Notes |
| Ordering Goods & Services | Up to £1,000 | Subject Leaders (budget holders) and a member of the ALT | Select from preferred supplier list unless agreed by the Business Manager/Bursar/Finance Officer or Executive Finance Lead |
| Up to £3,000 | Business Manager or Bursar and a member of the ALT | ||
| Up to £7,500 | Any two of the below: Associate Headteacher Deputy Head teacher Executive Finance Lead Executive Facilities Lead and a member of the ALT | 3 Quotes required at £5k and above as a minimum | |
| Up to £30,000 | Executive Headteacher | 3 Quotes required at £5k and above as a minimum | |
| Over £30,000 | A Trustee | Formal Tendering process inc. OJEU where appropriate | |
| Invoice Approval | Any provided officer did not approve order | Executive Headteacher Associate Headteacher Deputy Head, Executive Finance Lead, Executive Facilities Lead, Business Manager | |
| Quote acceptance other than lowest | Authority to accept other than lowest Quote or tender up to £10,000 | Executive Headteacher | |
| Authority to accept other than lowest Quote or tender above £10,000 | Strategic Board | ||
| Tender Opening | Any approved value | Any two of the below: The Executive Head Finance Director Facilities Director A Trustee | |
| Signatories for Cheques, BACS and other bank transfers | Any approved payment value | Any two from: Executive Head, Associate Head, Deputy Head Executive Finance Lead | |
| Signatories for EFA grant claims and returns | Any | Executive Head | |
| Virement of budget between budget headings | Up to £15,000 and cumulative value in a year of £30,000 | Also to be reported to the Strategic Board via budget monitoring | |
| Over £15,000 Or cumulative value in a year over £50,000 | A Trustee | Also to be reported to the Strategic Board via budget monitoring | |
| Disposal of assets | Up to £1,000 | Associate Headteacher but also to notify Executive Headteacher | Must be no longer needed and given to a charity(as per section 2.4 of the AFH Sep 12) |
| Over £1,000 or not given to a charity | Secretary of State consent(as per section 2.5 of the AFH Sep 12) | ||
| Write off of bad debts | Single item of £500 or cumulative items totalling £2,000 | Executive Headteacher | |
| Above values stated above but less than values stated below | A Trustee | ||
| Equivalent to the lesser of 1 % of annual income | Secretary of State consent(as per section 2.4 | ||
| or £45,000 for single transaction | Secretary of State consent(as per section 2.4 of the AFH Sep 12) | ||
| Enter into a lease agreement of 3 years or less. | As per order approval levels | Must be an operating lease and not permitted to be a finance lease. | |
| Enter into a lease agreement of 3 years or more. | Any value | Secretary of State consent(as per section 2.6 of the AFH Sep 12) | Must be an operating lease and not permitted to be a finance lease. |
| Purchase or sale of any freehold property | Any | Secretary of State consent(as per section 2.4 of the AFH Sep 12) | |
| Granting of any leasehold or tenancy agreement of any length | Any | Secretary of State consent(as per section 2.4 of the AFH Sep 12) |
| Taking up of any leasehold or tenancy agreement of less than 3 years | Any | Strategic Board | |
| Taking up of any leasehold or tenancy agreement of 3 or more years | Any | Secretary of State consent(as per section 2.4 of the AFH Sep 12) | |
| Raising invoices to collect income | Up to £5,000 | Finance Officer, Bursar, Business Manager, Executive Finance Lead | |
| £10,000 to £20,000 | Executive Headteacher | ||
| over £20,000 | Strategic Board | ||
| Payroll payment authorisation | Any | Executive Head | |
| Payroll Timesheets (overtime, casual work, variations etc) | Executive Head Associate Headteacher Deputy Head Executive Finance Lead Executive Facilities Lead Business Manager | ||
| Appointment of staff | Executive Headteacher | Strategic Board | |
| Leadership and Senior Management Staff | Executive Headteacher and Strategic Board or Leadership Consultant | ||
| Other staff | Executive Headteacher who delegated to a member of the ALT |