Information

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

Board of Directors
2020-21 – HAT Trust Board Meeting Attendance
2019-20 – HAT Trust Board Meeting Attendance
2018-19 HAT Trust Board Meeting Attendance
HAT Summary Of Declaration Of Business Interests – 18-19
HAT summary of declaration of business interests – 19-20
HAT summary of declaration of business interests – 20-21

Financial Documents
The Heath Academy Trust – Financial Statements – 20-21
The Heath Academy Trust – Financial Statements – 19/20
The Heath Academy Trust – Financial Statements – 18/19
The Heath Academy Trust – Financial Statements – 17/18
The Heath Academy Trust – Financial Statements – 16/17
2021-22 – Academy Trust Handbook
Academies_Financial_Handbook_2020
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 Complaints Policy
012 HAT – privacy notice for pupils
014 Child Protection Policy
015 HAT – Scheme of Delegation 2020
018 HAT – health safety 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
012 HAT – whistleblowing policy

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