Governors

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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

 

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