GEOFF SORRELL

MANAGING DIRECTOR

NORFOLK EDUCATIONAL SERVICES

City College Norwich – Federation and Shared Services Development

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Federation and Shared Services Development

‘The fundamental tenet of the Federation is to ensure that students in Norfolk have the best possible learning opportunities in order to enable them to succeed.’ Source: Dick Palmer - Group Chief Executive Officer, TEN Group

Geoff Sorrell – Managing Director – NES

Tony Lawlor – Director of Finance

Hilary Bright - Director of HR Services

Stuart Mullineux – Director Campus Services

What triggered the

project? • Funding Cuts

• Academies Legislation

• Threats of Competition

• Federation

- Vertical integration

- Student choice in Norfolk

- Cost reduction / avoid duplication

How it started

• City College Norwich sponsors Earlham High School

- City Academy Norwich

Initial shared services

- Human Resources

- Payroll & Pension

- Finance

- Health & Safety

• AoC Shared Services grant funds 2011-12

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Barriers to overcome

• Lack of Understanding Key Stakeholders

• Inadequate IT systems for federation structure,

information and processes

• VAT Group v Cost Sharing Exemption

• TPS & LGPS Pension Scheme Admission

• Management at Academies

• Central and Local Government

• Legal and Financial Structure

• Recharges (Transfer Pricing)

Finance & Procurement Challenges

• Costs

• Year Ends and Different Regularity Bodies

• Multiple Bank Accounts

• VAT – Partial Exemption

• Accounting Systems and Coding Structures

• Leveraging supply contracts to reduce costs

• Procurement frameworks limitations

- Catering service example

• Consolidated Accounts

Human Resources

Tips

• Communicate with Unions from early stages

• Communicate with Staff

• Get TUPE Lists Right

• State all measures that may occur

• Don’t TUPE and Restructure at same time

• Do not rely solely on the information received

Overall programme & other services

• Managing the ambition regarding resources

• “Think global - Act local”

– standardise working methods and systems across sites, including a glossary of terms!

• The wide scope of services, simplifies but complicates

• Identify project enablers and keep momentum going

• Assess readiness to move from

– collaboration between partners

– to shared internal services company

– to external provision in the sector

Our Vision We want our students to be:

• The best in Norfolk

• The most successful in their chosen

careers

• Achieving the best academic and vocational outcomes

• Taught by the best teachers

• Learning in the best accommodation with the best equipment

• Becoming the standard by which others will be measured

‘In a Federation with City Academy and City College we are a group that has a vast wealth of experience and educational practice with a single focus on the children of Norfolk.’ Source: Michael Rose, Head Teacher at Wayland Academy Norfolk