1. Transfer of Undertaking (Protection of Employment)
TUPE Transfer of Staff from Chesham Park Community College to The proposed Chiltern Academy

2. Introductions and Welcome
Kevin Patrick
Principal Designate
Gordon Joyner
Lead Sponsor Diocese of Oxford
Bev Curtis
TUPE Adviser
Kathleen Begen
Unions Present
Head of Schools HR, Buckingham County Council
ACSL, ATL, NAHT, NASUWT, NUT, UNISON

3. What is TUPE
Transfer of Undertakings (Protection of Employment) Regulations
The current TUPE Regulations came in to force in April 2006
The Regulations preserve employees' terms and conditions when a business or undertaking is transferred to a new employer
Employees employed by the previous employer (transferor) when the undertaking changes hands automatically become employees of the new employer (transferee) on the same terms and conditions

4. What is TUPE
TUPE Regulations are statutory regulations which require that there will be consultation with the representatives of employees and preserve
the employment of employees whose employment would have continued had there been no transfer of an undertaking
the continuity of employment of employees as if their contracts of employment had originally been made with the new employer and
the terms & conditions of employees who transfer to a new employer

5. Position of Staff
Employees of Chesham Park Community College are employed under the governing body acting on behalf of Buckinghamshire County Council
The school is a community school and therefore the employer is Buckinghamshire County Council (the transferor)
Conditions of service are governed by National agreements
Teachers
School Teachers’ Pay and Conditions
Conditions of Service for School Teachers in England & Wales (Burgundy Book)
Support Staff
Local Government National Agreement on Pay and Conditions of Service (Green Book)
Local Agreements
Any Local Authority collective agreements

6. Due Diligence
Under 2006 Regulations the transferor (Buckinghamshire County Council) must inform the sponsors of the proposed Chiltern Academy, (the transferee) about
all the terms and conditions on which all categories of the staff are currently employed and
any outstanding issues and liabilities which could impact on the transfer and in order to ensure that the transfer can be effectively conducted
Minimum £500 per employee penalty for default
This process is part of the process known as “due diligence” and will be conducted between the Buckinghamshire Local Authority and the lead sponsor of the proposed Chiltern Academy, i.e. C of E Diocese of Oxford and the co-sponsors, Buckinghamshire County Council

7. Consultation
Representatives of the transferring employees have a right to be informed about the transfer, i.e. recognised trade unions,
must also be consulted about any “measures” which the Academy envisages taking which may affect employees’ conditions of service
TUPE legislation does not stipulate a minimum length of time for the consultation period but does state that:
the consultation period must be long enough before the transfer to allow “meaningful” consultation to take place
Although TUPE involves statutory consultation with staff and their representatives, informal discussions, will also offer opportunities for individuals to ask questions about their own position
Staff will be able to discuss their own position within the Academy
It is important that all employees involve themselves actively in such consultation processes

8. The proposed Chiltern Academy
Employees who are employed in Chesham Park Community College immediately before the transfer, and whose contract extends beyond the day of transfer, will automatically become employees of the Academy from the date of the transfer
The sponsors will arrange for the preparation of the staffing structure
Staff will be slotted in to the structure following consultation with the Trade Unions regarding the process
TUPE protects the employment terms and conditions of staff at the time of transfer
TUPE includes the right of the recognised Trade Unions to be recognised by the Academy for those staff transferring, for the purpose of consultation during and after the transfer

9. The proposed Chiltern Academy
The sponsors have appointed the current Head teacher of Chesham Park Community College as the Principal Designate of The proposed Chiltern Academy

10. How will my terms of employment be affected?
Teachers’ Condition of Service
The Academy – as a independent state school – is not bound by the School Teachers’ Pay and Conditions (STPC) Document or the Burgundy Book
However, the Academy is free to use the STPC Document and the Burgundy Book for determining its own arrangements and
Individual teachers who transfer to the Academy under the TUPE regulations (as distinct from those who have chosen to apply to work in the Academy) will retain rights to existing terms and conditions (STPC Document & Burgundy Book)
Support Staff Conditions of Service
National (The Green Book ) & Local conditions of service will apply in a similar way to the transfer of support staff

11. How will my terms of employment be affected?
Continuous Service for redundancy benefit
Employment in the Academy will be covered by the “Local Government Modification Order”
This means that continuous service for the calculation of redundancy benefits is unaffected by the change
Position of Staff Pensions
It is a legal requirement under the Academies Act 2010 that an academy (a scheduled body employer under the LGPS Administration Regulations) continue to offer, as appropriate, membership of
Teachers’ Pension Scheme
Local Government Pension Scheme

12. How will my terms of employment be affected?
Staff transferred from Chesham Park Community College will be employed in the proposed Chiltern Academy on the same terms and conditions
New staff employed by the Academy may be employed on different conditions of service
If the Academy uses different conditions of service for new staff and subsequently wished to harmonise conditions of service between transferred staff and newly appointed staff
any harmonisation changes would require full and proper consultation with the recognised trade unions and an agreed outcome to change transferred staff conditions of service

13. How will my terms of employment be affected?
Policies and Procedures by which employees are managed in the current school will transfer to be the policies and procedures applied to the transferred staff in the academy
Policies and procedures will be “academised” to make them fit for purpose in the academy
The content and intent of the policies and procedures will not be changed just amended to reflect that the academy is the employer of the transferred staff
Transferring polices will include policies for managing conduct and capability and handling grievances

14. What if I don’t want to transfer?
As TUPE legislation is designed to protect employment there is no provision under TUPE regulations for employees to opt for redundancy
However, if there are ETO (Economic, Technical or Organisational) reasons there may be a very limited number of occasions where it is more appropriate for the contract to end by mutual agreement
Standard resignation periods apply
A teacher would need to resign by 31st May if s/he did not wish to transfer to the academy on 1st September 2011
Support staff would have to give one month’s notice unless the contract states otherwise
However, these dates can be amended by agreement

15. Questions & Answers
Over to You

16. Next Steps & Further Information
Further details on the final Staff Structure to be communicated by Kevin Patrick
TUPE clinic for staff
Consultation between transferor and Trade Union’s – replying to letters and individual meetings
Further staff consultations
Confirmation of transfer
Transfer effective in Sept’11.
Further Information
Bev Curtis
Telephone
Fax