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clear practical advice

Academy Conversion Watson Burton LLP Gillian Hall. 29 January 2013. clear practical advice. Who am I? . Senior partner of Watson Burton and head of the Education and Skills Group. Why convert? . It’s not about the money It’s about raising standards. Why convert into an existing MAT?.

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clear practical advice

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  1. Academy Conversion Watson Burton LLP Gillian Hall 29 January 2013 clear practical advice

  2. Who am I? • Senior partner of Watson Burton and head of the Education and Skills Group

  3. Why convert? • It’s not about the money • It’s about raising standards

  4. Why convert into an existing MAT? • Mutual support • Better use of limited budgets

  5. What is a MAT? • Company limited by guarantee • Exempt charity • Members • Directors • Company Secretary • Obligation to file accounts

  6. What is the process? • Governing Body decision on what is best for the School • MAT decision on whether there is a good fit • DfE involvement • - outstanding and good schools - fast track conversions - sponsored conversions

  7. Next Steps • MAT carries out due diligence • TUPE process • Supplemental Funding Agreement agreed with DfE • Transfer agreement agreed with the LA • Lease agreed with the LA

  8. Conversion • Funding agreement signed • Transfer and lease documents completed • School becomes an academy • Local Governing Body appointed • Scheme of delegation adopted

  9. Case Study • Two primary schools in a hard federation • One outstanding, one good • Conversion into a MAT • Outstanding headteacher • Invited to sponsor a failing primary school and to support a primary school below the floor

  10. Watson Burton’s role • Making provision for Local Governing Bodies • Preparing schemes of delegation • Carrying out the due diligence exercise • Running the legal aspects of the conversion with the LA and the DfE

  11. The outcome • Autonomy through Local Governing Bodies • Two very good schools helping two less successful schools • Cost reductions through shared services • Access to better quality services

  12. Multi Academy Trust Master Funding Agreement Holds all land and assets, and employs all staff Academy A Outstanding Supplemental Funding Agreement Local Governing Body – makes school specific decisions subject to MAT policies Academy B Good Supplemental Funding Agreement Local Governing Body – makes school specific decisions subject to MAT policies Academy C Floor Supplemental Funding Agreement Local Governing Body – makes school specific decisions subject to MAT policies Academy D Sponsored Supplemental Funding Agreement Local Governing Body – makes school specific decisions subject to MAT policies Structure

  13. Wellspring Academy Trust • Same basic structure • Board of Directors • Local Governing Bodies • School Improvement • Shared Services

  14. Any Questions? • gillan.hall@watsonburton.com • 0845 901 0955 • www.watsonburton.com

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