Project Report

The Bronte Academy Trust

Bronte Academy Trust is a small academy trust currently consisting of three primary schools – Lees, Oakworth and Haworth – in the Bronte Country of West Yorkshire. The schools have a long history of working together and although they are in a tight geographic location, their reach has extended beyond the area and the team have supported other schools in the region. The trust focus is on collaboration, sharing expertise and ensuring it gets the best for the children in their area. The area does not have high deprivation, but the trust has challenges with poor white British families.

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Background

All organisations have important assets within their facilities that they need to monitor, maintain and manage. From laptops and books, to desks and chairs, boilers and fire doors, schools have hundreds of items, both physical and virtual, that need to be managed in some way. Since becoming a MultiAcademy Trust (MAT) and subsequently leaving the local Council, Bronte Academy Trust wanted to know that their facilities, and the assets therein, were fully compliant with Statutory and Legislative regulations.

Brief

Litmus’ brief was to carry out a comprehensive “Hard Services” Statutory and Legislative Health Check. The project would be to investigate the physical environment at Haworth Primary School and the existing maintenance practises being delivered, to thereafter provide the CEO andCFO with a full report on the findings, along with any recommendations.

Approach

John Brownless, the Litmus Partnership, said: “We regularly get questionsfor CEO’s, CFO’s, Head Teachers and Business Managers such as ‘What isAsset Management and why do I need it in my school? Do I have examplesof asset management documents that meet the Schools Financial ValueStandards (SFVS)? What is the guidance on asset management planning tomeet the SFVS from the Education Funding and Skills Agency?’

“Educational financial regulation and other statutory requirements nowmake accurate and up‐to‐date asset, equipment inventories and statutorytesting as key management functions. It’s important that MAT’S adopt astringent management approach due to the requirements of the AcademiesFinancial Handbook, in line with the Education Funding Agency.

“Also, Critical Assets and Health & Safety management are now clearly the responsibility of the school whist in Academy status, not knowing the condition of these assets and not managing the hard services requirements could have a significant impact on the school budget and reputation of theTrust.

“As part of this project, we provided our qualified engineering consultancy team that began by checking that all Statutory and Legislative requirements were being met and were up-to-date. They also investigated the schoolsPlanned Preventative Maintenance (PPM) was properly captured and completed for all of the assets and the programme, in line with statutory requirements."

Outcomes

The report that was provided to Haworth School and the Bronte AcademyTrust provided vital confirmation that the school was safe, and the statutory practises were being adhered to. It also provided new recommendations for improvements and possible cost reduction through better and more comprehensive asset management.

"The Litmus report has made a significant difference to our school and how we manage the facilities within it. I can be rest assured that we are now compliant with the law around statutory testing. I’ve seen a 20% decrease in cost due to their recommendations, which has been pretty remarkable. This means we can use this saving and add to a more vital budget, such as teaching. I am delighted with the outcome." | Head Teacher, Bronte Academy Trust