Trust governance information: what to publish on your trust website

1.27. New trusts in their first year must , and established trusts should, include in their governance statement, an assessment of their governance structure, including a review of the board’s composition in terms of skills, effectiveness, leadership and impact.

Must: Required by law, statutory guidance or the academy's funding agreement.§ 1.27

1.49. The trust must also publish on its website up-to-date details of its governance arrangements in a readily accessible format, including: – the structure and remit of the trust’s members, board of trustees, committees and local committees/governing bodies (the trust’s scheme of delegation for governance functions), and the full names of the chair of each – the register of business and financial interests for members, trustees, local governors and the accounting officer, including a nil return where appropriate – trusts have discretion over the publication of interests of other individuals – for each trustee, their attendance records at board and committee meetings over the last academic year – for each local governor, their attendance records at local governing body meetings over the last academic year

Must: Required by law, statutory guidance or the academy's funding agreement.§ 1.49

Academies and FE colleges should publish: – their postal address – their telephone number – the name of the member of staff who deals with queries from parents and carers, and the public – the name of their headteacher or principal – the name and contact details of the chair of their governing body, if applicable – the contact details of their academy trust and a link to its website, if applicable

Should: Recommended in official guidance, such as the DfE's. Not a legal requirement in itself.§ Contact details > What academies and FE colleges should publish

2.49. The records required in GIAS (including direct contact details) for the trust are: – members – chair of trustees – all other trustees – accounting officer – chief financial officer

Must: Required by law, statutory guidance or the academy's funding agreement.§ 2.49

2.50. The records required in GIAS (including direct contact details) for constituent academies in a trust with multiple academies are: – headteacher – chairs of local committees or governing bodies (where adopted) – local governors (where adopted)

Must: Required by law, statutory guidance or the academy's funding agreement.§ 2.50

Academy trusts must publish the following in an easily accessible format on their website: – a memorandum of association – their articles of association – the names of trust members and academy trustees – the relevant business and financial interests of members, trustees, local governors and accounting officers – their funding agreement – any supplemental funding agreement – up-to-date details of governance arrangements

Must: Required by law, statutory guidance or the academy's funding agreement.§ Governance information > What academy trusts must publish

1.45. The trust must keep a register of any relevant business and financial interests, for (as a minimum) members, trustees, local governors and senior employees, serving at any point over the past 12 months.

Must: Required by law, statutory guidance or the academy's funding agreement.§ 1.45

– the register of business and financial interests for members, trustees, local governors and the accounting officer, including a nil return where appropriate – trusts have discretion over the publication of interests of other individuals

Must: Required by law, statutory guidance or the academy's funding agreement.§ 1.49

– for each trustee, their attendance records at board and committee meetings over the last academic year

Must: Required by law, statutory guidance or the academy's funding agreement.§ 1.49

– for each local governor, their attendance records at local governing body meetings over the last academic year

Must: Required by law, statutory guidance or the academy's funding agreement.§ 1.49

1.46. The register must include their full names, date of appointment, who appointed them and their term of office (for trustees and local governors), date they stepped down (where applicable), and relevant business and financial interests including: – directorships, partnerships and employments with businesses – trusteeships and governorships at other educational institutions and charities – for each interest: the name and nature of the business, the nature of the interest and the date the interest began

Must: Required by law, statutory guidance or the academy's funding agreement.§ 1.46

Trusts should consider whether other interests should be registered, and if in doubt should do so. Boards of trustees must keep their register of interests up-to-date at all times.

Must: Required by law, statutory guidance or the academy's funding agreement.§ 1.48

The register must include their full names, date of appointment, who appointed them and their term of office (for trustees and local governors), date they stepped down (where applicable), and relevant business and financial interests including:

Must: Required by law, statutory guidance or the academy's funding agreement.§ 1.46

2.8. The board of trustees must : – ensure that financial plans are prepared and monitored, satisfying itself that the trust remains a going concern and financially sustainable – take a longer term view of the trust’s financial plans consistent with the requirement to submit three-year budget forecasts to DfE – set a policy for holding reserves, and explain it in its annual report, including a clear plan for managing reserves

Must: Required by law, statutory guidance or the academy's funding agreement.§ 2.8