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Criteria for Educational Trust Awards

North Lanarkshire Council · 15 March 2023
Back to Lanarkshire Educational Trust — 15 March 2023 and its agenda

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North Lanarkshire Council
Report
Lanarkshire Educational Trust Committee 
Does this report require to be approved? ☒ Yes   ☐ No
Ref SP/LP Date 15/03/23 
Lanarkshire Educational Trust – Review of Criteria 
From  Stephen Penman, Chief Officer – Strategic Communication and Engagement  
E-mail penmanste@northlan.gov.uk Telephone 07947997750 
1. Background 
At a meeting in November 2019 and arising out of discussion in relation to the level of grant
awards for individual and group applications under Category 27 (Educational Experiments) of
the Trust Scheme, it was suggested that the eligibility criteria and the level of grant awards be
reviewed. Due to the impact of and response to Covid 19 a review did not take place at that
time and therefore no proposals around updated criteria have been considered. 
At its meeting on 28 November 2022, members of the Lanarkshire Educational Trust
Committee agreed to consider a review of criteria to better reflect the equalities agenda and
specifically to make provisions for those with a physical disability. 
It is proposed that a full review of the criteria is undertaken with the outcome and any proposed
changes approved at the next scheduled meeting of the Trust. 
Executive Summary 
This report provides the Lanarkshire Educational Trust (LET) with a proposal to review
the current criteria reflecting the changes in operating context locally and nationally and
specifically relating to the Equalities agenda. 
Recommendations 
It is recommended that Lanarkshire Educational Trust: 
(1) approve the review process and timeline outlined in this report. 
The Plan for North Lanarkshire
Priority  Support all children and young people to realise their full potential
Ambition statement
(10) Engage with children, young people, parents, carers, and
families to help all children and young people reach their full
potential

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2.1 Lanarkshire Educational Trust – Review of Criteria – process 
2.1.1 It is recommended that a full review is undertaken to ensure that criteria reflects: 
• The public sector equalities duties;
• The current operating context;
• Any learning from the application process to date; 
It is recommended that the review takes the form of desktop research and discussion with
the Trust and stakeholder engagement with: 
• Elected Members involved in the decision making around the resources associated
with the Trust;
• Key Officers involved in administering the process;
• The Councils Equalities Officer; 
The proposed timeline for review is as follows: 
• Desktop Research (looking at current relating to previous application cycles,
comparison with other funding decision making for similar purposes) - April – June
2023;
• Stakeholder Engagement – Focus Group discussion with those outlined above –
June – July 2023;
• Draft updated criteria issued to stakeholders and Trust members for final
comment/consideration – August 2023;
• Final draft criteria to be approved by Lanarkshire Educational Trust – Meeting
date TBC (September/October 2023); 
3. Measures of success 
3.1 Direct funding to support participants to achieve potential.   
4. Supporting documentation 
None. 
Stephen Penman
Chief Officer
Strategic Communication & Engagement

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5. Impacts ( http://connect/report-template-guidance ) 
5.1 Public Sector Equality Duty and Fairer Scotland Duty
Does the report contain information that has an impact as a result of the Public
Sector Equality Duty and/or Fairer Scotland Duty?
Yes ☒ No ☐
If Yes, please provide a brief summary of the impact? 
Change to criteria could impact on specific equalities groups or those who are most
impacted by poverty.  The draft criteria when produced will be subject to an EQIA 
If Yes, has an assessment been carried out and published on the council’s website?
https://www.northlanarkshire.gov.uk/your-community/equalities/equality-and-fairer-
scotland-duty-impact-assessments
Yes ☐ No ☐
5.2 Financial impact
Does the report contain any financial impacts?
Yes ☒ No ☐
If Yes, have all relevant financial impacts have been discussed and agreed with
Financial Solutions?
Yes ☒ No ☐
If Yes, please provide a brief summary of the impact? 
Impact on distribution of the LET fund 
5.3 HR policy impact 
Does the report contain any HR policy or procedure impacts?
Yes ☐ No ☒
If Yes, have all relevant HR impacts have been discussed and agreed with People
and Organisational Development?
Yes ☐ No ☐
If Yes, please provide a brief summary of the impact? 
5.4 Legal impact
Does the report contain any legal impacts (such as general legal matters, statutory
considerations (including employment law considerations), or new legislation)?
Yes ☐ No ☒
If Yes, have all relevant legal impacts have been discussed and agreed with Legal
and Democratic Solutions?
Yes ☐ No ☐
If Yes, please provide a brief summary of the impact? 
5.5 Data protection impact 
Does the report / project / practice contain or involve the processing of personal
data?  
Yes ☒ No ☐
If Yes, is the processing of this personal data likely to result in a high risk to the data
subject?
Yes ☐ No ☒
Adequate procedures in place to manage the handling of personal information in line
with the data protection procedures

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If Yes, has a Data Protection Impact Assessment (DPIA) been carried out and e-
mailed to dataprotection@northlan.gov.uk 
Yes ☐
No x 
☒
5.6 Technology / Digital impact
Does the report contain information that has an impact on either technology, digital
transformation, service redesign / business change processes, data management, or
connectivity / broadband / Wi-Fi?
Yes ☐ No ☒
If Yes, please provide a brief summary of the impact? 
Where the impact identifies a requirement for technology, has an assessment been
carried out (or scheduled) by the Enterprise Architecture Governance Group
(EAGG)? 
Yes ☐ No ☐
5.7 Environmental / Carbon impact
Does the report / project / practice contain information that has an impact on any
environmental or carbon matters?
Yes ☐ No ☒
If Yes, please provide a brief summary of the impact? 
5.8 Communications impact
Does the report contain any information that has an impact on the council’s
communications activities?
Yes ☐ No ☒
If Yes, please provide a brief summary of the impact? 
5.9 Risk impact
Is there a risk impact?
Yes ☐ No ☒
If Yes, please provide a brief summary of the key risks and potential impacts,
highlighting where the risk(s) are assessed and recorded (e.g. Corporate or Service
or Project Risk Registers), and how they are managed? 
5.10 Armed Forces Covenant Duty 
Does the report require to take due regard of the Armed Forces Covenant Duty (i.e.
does it relate to healthcare, housing, or education services for in-Service or ex-
Service personnel, or their families, or widow(er)s)? 
Yes ☐ No ☒ 
If Yes, please provide a brief summary of the provision which has been made to
ensure there has been appropriate consideration of the particular needs of the
Armed Forces community to make sure that they do not face disadvantage
compared to other citizens in the provision of public services.