The Heath Academy Trust

a primary multi-academy trust, leading learning in east Dorset

Information

TLC 020

Please find below our documents, policies and statutory information.

All documents are listed in PDF format.

Heath Academy Trust Documents, Policies & Statutory Information

Trust Documents
Heath Academy Trust Governance Structure
HAT – Memorandum of Association
The Heath Academy Trust – Articles of Association

Board of Directors
2019-20 – HAT Trust Board Meeting Attendance
2018-19 HAT Trust Board Meeting Attendance
HAT Summary Of Declaration Of Business Interests – 18-19

Financial Documents
The Heath Academy Trust – Financial Statements – 18/19
The Heath Academy Trust – Financial Statements – 17/18
The Heath Academy Trust – Financial Statements – 16/17
Academies_Financial_Handbook_2020
Academies Financial Handbook – 2019
Master Funding Agreement – 30th November 2015

Policies
001 HAT – accounting policy
002 HAT – anti-fraud & corruption policy
003 HAT – reserves policy
005 HAT – investment management policy
006 HAT – finance policy
011-hat-complaints-policy-
012 HAT – Whistleblowing policy and procedure document
014 HAT Child Protection Policy *
015 HAT – Scheme of Delegation 2020
018 HAT – Health and Safety Trust Statement
019 HAT – risk management policy
023 HAT – school emergency management & business continuity plan
024 HAT – data protection policy
025 HAT – data record management & retention policy
027 HAT – subject access request policy
045 HAT Admissions Policy
045a STI Admissions Policy 2021-22
045b Admission Appeals – Timetable

HAT Risk Assessment School Reopening Sept 2020

GDPR Documents
HAT – 3rd party request for information process
HAT – confidentiality agreement
HAT – data breach procedure
HAT – GDPR 3rd party compliance questionnaire
HAT – privacy notice for pupils
HAT – privacy notice for staff

Union Facility Time Declaration
The Heath Academy Trust – Union Facility Time Declaration – 2017-2018

School Statutory Information
Oakhurst Community First & Nursery School – Supplemental Funding Agreement
St. Ives Primary & Nursery School – Supplemental Funding Agreement
St James’ CE First School – Supplemental Funding Agreement

St James’ CE First School & Nursery – Deed of Variation (Sept 2019)
St Mary’s CE First & Nursery School – Supplemental Funding Agreement
St Mary’s CE First & Nursery School – Deed of Variation (Sept 2019)
Sixpenny Handley First School – Supplemental Funding Agreement 
Three Legged Cross First & Nursery School – Supplemental Funding Agreement

Schools will have a list of important policies/documents on their websites. This includes their Behaviour Policy (including anti-bullying strategy), SEN Policy, Curriculum Documents, Pupil Premium and Sports Funding Statements and the most recent Ofsted Reports. 

Oakhurst Community First & Nursery School: https://www.oakhurstfirst.com/
Sixpenny Handley First School: http://sixpennyhandleyschool.co.uk/home
St. Ives Primary & Nursery School: https://www.stivesprimary.com/
St James’ CE First School and Nursery: https://www.alderholt.dorset.sch.uk/
St Mary’s CE First School and Nursery: https://www.stmaryswestmoors.org/
Three Legged Cross First & Nursery School: https://3lxschool.com