Page 5 - 2021 Scheme of Delegation Minimum v6

DCAT Scheme of Delegation/decision making matrix Date of issue: September 2021
Type: Minimum/academies with a below green or light green point in time risk rating (POINTER*)
To approve any changes to the approved budget of individual schools or the central team in excess of 5% of the total expenditure of that individual budget.
or
To approve any changes to the overall combined expenditure of the approved budget where the combined changes to individual budgets equate to 2% or more of total expenditure for the combined Trust budgets
To monitor income, expenditure, cash flow and balance sheet of the Academy Trust
To appoint an Accounting Officer, ordinarily the CEO and Chief Finance
To establish a charging and remissions policy and to keep this under review
To support the Trust Board in its monitoring and evaluation of the delivery of any central services and functions provided or procured by the Trust for the Academy
are in place across DCAT
To prepare monthly monitoring reports for the Trustees on Cash Flow and budget monitoring
To approve any changes to the agreed individual academy budget below 5% and where the changes maintain a surplus position
To prepare monitoring reports for the Trustees
To act as the Accounting Officer
To ensure proper financial controls are in place
To maintain a register of business interests (of the Executive)
To set up and approve staff expenses for the Executive
To set up and approve staff expenses at the Academy
To request approval for contracts with a value below £15000 and for no more than one twelve- month period
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