Tick: Recommended level(s) or where law assigns specific responsibility. Blank: Action could be carried out at this level if governing body so decide, but is not generally recommended. * Functions which the whole governing body must consider ** All schools must ensure that their financial arrangements comply with the current financial regulations, standing orders and schemes of delegation issued by local authority. *** GB may, if they wish, be involved in the selection panel ACTION SHEET Decision Level Key Function No Level Tasks 1 2 4 3 School To approve the first formal budget plan 1 each financial year* To monitor monthly expenditure Budgets** 2 Miscellaneous financial decisions (e.g. 3 write-offs) To investigate financial irregularities 4 (Headteacher suspected) To investigate irregularities 5 suspected) To enter into contracts (above set financial 6 limit) To enter into contracts (below set financial 7 limit) To make 8 To provide insurance where funding has – 9 been delegated Staffing Headteacher appointments (selection 10 panel)* Deputy appointments (selection panel)* 11 Appoint other teachers*** 12 Appoint non teaching 13 Pay discretions (the Headteacher should 14 not advise on his/her own pay) Dismissal (Headteacher) NB GB must act 15 through Staff Disciplinary Committee* Dismissal (other staff) NB GB must act 16 through Staff Disciplinary Committee Establishing disciplinary/capability 17 procedures Suspending Headteacher 18 Suspending staff (except Headteacher) 19 Ending suspension (Headteacher) 20 Ending a suspension (except 21 Headteacher) Determining dismissal /early retirement 22 Determining staff complement 23
Tick: Recommended level(s) or where law assigns specific responsibility. Blank: Action could be carried out at this level if governing body so decide, but is not generally recommended. * Functions which the whole governing body must consider ** All schools must ensure that their financial arrangements comply with the current financial regulations, standing orders and schemes of delegation issued by local authority. *** GB may, if they wish, be involved in the selection panel ACTION SHEET Decision Level Key Function No Tasks 1 Level 2 3 4 School 1 To approve the first formal budget plan each financial year* Budgets** 2 To monitor monthly expenditure 3 Miscellaneous financial decisions (e.g. write-offs) 4 To investigate financial irregularities (Headteacher suspected) 5 To investigate irregularities suspected) 6 To enter into contracts (above set financial limit) 7 To enter into contracts (below set financial limit) 8 To make 9 To provide insurance – where funding has been delegated Staffing 10 Headteacher appointments (selection panel)* 11 Deputy appointments (selection panel)* 12 Appoint other teachers*** 13 Appoint non teaching 14 Pay discretions (the Headteacher should not advise on his/her own pay) 15 Dismissal (Headteacher) NB GB must act through Staff Disciplinary Committee* 16 Dismissal (other staff) NB GB must act through Staff Disciplinary Committee 17 Establishing disciplinary/capability procedures 18 Suspending Headteacher 19 Suspending staff (except Headteacher) 20 Ending suspension (Headteacher) 21 Ending a suspension (except Headteacher) 22 Determining dismissal /early retirement 23 Determining staff complement