Transcript Document

Transfer of Undertaking (Protection of Employment)
TUPE Transfer of Staff from Chesham Park Community
College to The proposed Chiltern Academy
Introductions and Welcome
Kevin Patrick
Principal Designate
Gordon Joyner
Lead Sponsor Diocese of Oxford
Bev Curtis
TUPE Adviser
Kathleen Begen
Head of Schools HR, Buckingham
County Council
Unions Present
ACSL, ATL, NAHT, NASUWT, NUT,
UNISON
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
What is TUPE
TUPE Regulations are statutory regulations which require that
there will be consultation with the representatives of
employees and preserve
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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
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
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
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
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
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
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
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
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
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
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
Questions & Answers
Over to You
Next Steps & Further Information
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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.
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Further Information
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Bev Curtis
Telephone
Fax
Email
01480 421796
01480 431992
[email protected]