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Fixed Fee Retainer Servicefor Academies

“An essential service I would never wish to be without” Chambers Independent Guide to the Legal Profession

Why a Stone King Fixed Fee Retainer?

Service A: Legal Support RetainerIn exchange for a termly fixed fee paid in advance you will receive:

� Support for your academy governance, including your company

secretarial function, and all necessary help with company and

charity law.

� Initial advice and assistance on all forms of legal advice needed, including:

� employment

� admissions

� education provision (including SEN, equality issues and pupil

behaviour) and all other pupil, pastoral and parent issues

� health and safety and school property

� relationships with commercial providers, contracts and procurement

� relations with local and national government

� No limit on the number of matters that you can ask us to help with.

� A 5% discount on our normal hourly rates if further assistance is needed

on more detailed matters which cannot be resolved within an hour

or two of initial work under the fixed fee service.

� We will respond immediately when possible and always within one

working day of receiving your query.

� You will receive a free concise legal briefing by email from our

specialists once a month with direct access to them to discuss

legal developments.

� 50% discount on our training seminars.

� A senior member of our team will act as your key contact with overall

responsibility for our relationship with you including:

� An initial visit to assess your particular requirements.

� Making sure you have direct contact with the various team

specialists that you need including a nominated education law

specialist and employment law specialist.

� Clarity as to what routine work can be done under the Retainer

and what will be involved if you require more extensive help. If at

any time it becomes apparent that it is not practical to resolve things

quickly, we will inform you immediately, discuss the fee implications

and secure your agreement before you incur any additional costs

on a discounted basis.

For further information and current rates please contact Roger

Inman, Head of our Education Team on RogerInman@stoneking.co.uk

or telephone 01223 451344.

We understand that schools have day-to-day legal

questions that they need answering quickly and

without concern for cost. The Stone King Retainer

is designed to provide quality, routine advice with

the minimum of fuss. We offer a range of services

on a fixed fee basis which deliver:

� A swift response: we answer most requests for

help immediately and will respond to all requests

within one working day.

� Robust advice:we are independent of local and

national government and our sole focus is to offer

committed, independent support for schools.

� A practical, concise approach that seeks to

resolve your issue within a few telephone calls

or emails.

� Clarity about the cost of ongoing, larger matters

and a discount on our usual rates.

� The benefit of our sector knowledge gained

daily from our work for over 400 state funded

schools and our network of connections in the

education sector. We are genuine legal specialists

in all aspects of school life.

� A service personal to you: an individual member

in our team will act as your key contact, ensuring

that you have access to exactly the right specialist

in our team.

� National quality delivered on a local basis:we

can travel to visit you as needed from our network

of offices at the same cost as any local law firm.

� Knowhow and training support including a

concise monthly email update.

� No small print: you can end the agreement on

one term’s notice.

Our full range of retainer services is set out on thefollowing pages.

Service B: Human Resources RetainerUnusually for a firm of solicitors we have a dedicated team of HR

Consultants within our Employment Team. The Human Resources

Retainer includes:

� An initial review of contracts of employment and employment

policies.

� Telephone and email HR advice for the Senior Leadership Team

and Governors.

� Advice regarding STPCD, Burgundy Book, Green Book and other

collective agreements.

� Advice on individual contractual terms.

� Advice on policies and procedures.

� Assistance with consultation on introduction of and change of

policies.

� Advice in managing the routine aspects of individual cases

(e.g. redundancy, disciplinary, capability, ill health and grievance).

� Advice with advertising new roles, interview process, references.

� Absence management.

� Exit interviews.

If an issue turns from HR to legal so that it is no longer

appropriate to deal with it under the HR service, we will discuss

that with you. It might then move to our Legal Support Retainer

(if also taken under Service C below), or to a separate matter.

For further information and current rates please contact Nick

Watson, Head of our Employment Team on

NickWatson@stoneking.co.uk or telephone 01225 324435.

Service C: Combined Legal SupportRetainer and HR Support Retainer These services can be purchased together at a discount.

For further information and current rates please contact Roger

Inman, Head of our Education Team on

RogerInman@stoneking.co.uk or telephone 01223 451344.

Compensation InsuranceThis can be added to any of our service levels to ensure that the

School is covered against compensation costs as well as legal

costs.

� Depending on the policy terms that are entered into, cover can

be obtained for adverse Tribunal Awards or adverse Tribunal Awards

and legal costs relating to such proceedings.

� We receive no commission or payment from the insurer concerned.

� We work closely with the insurer who trusts us to deal with the

matter with you appropriately without undue interference.

� The premium in relation to this element of the service is

dependent upon staff numbers/payroll and claims history. If you

are interested in this service please let us know and we will obtain

the necessary information from you to provide you with a quote.

For further information please contact Nick Watson, Head of

our Employment Team on NickWatson@stoneking.co.uk or

telephone 01225 324435.

In all our fixed rate services:� We do not require you to enter into a long term commitment:

just let us know before the start of a School term if you do

not wish to continue with the Retainer service during that

term.

� We will regularly review the usage and rate that we charge

for your service.

For further information on any Stone King service pleasecontact Roger Inman onRogerInman@stoneking.co.uk or telephone 01223 451344.

Stone King LLP 13 Queen Square Bath BA1 2HJ Tel. 01225 337599 Fax. 01225 335437

16 St John’s Lane London EC1M 4BS Tel. 020 7796 1007 Fax. 020 7796 1017

Wellington House East Road Cambridge CB1 1BH Tel. 01223 451070 Fax. 01223 451100

www.stoneking.co.uk email: education@stoneking.co.uk © Stone King LLP 2011 11/2011

Stone King LLP - registered limited liability partnership no OC315280, registered office 13 Queen Square, Bath BA1 2HJ

Key Team Members

Roger InmanHead of Education teamri@stoneking.co.uk

Nick WatsonHead of Employment teamnw@stoneking.co.uk

Stephen RavenscroftPartner, Education team sr@stoneking.co.uk

Graham BurnsPartner, Education teamgb@stoneking.co.uk

Tamsin Wilkinson Solicitor, Employment tw@stoneking.co.uk

Michael Brotherton Senior Associate, Education mgb@stoneking.co.uk

Catherine Sanderson Senior Associate, Commercial Property cas@stoneking.co.uk

Paul Sutton Partner, Dispute Resolutionps@stoneking.co.uk