Governance

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Governance Workshops

Office Furniture - ChairsSCVO are pleased to be running two governance workshops based on the identified needs of the Sector locally.  These workshops are aimed at Chief Officers and the Boards of Voluntary and Community Sector Organisation in Sandwell.

Each workshop will cost £10 and can be booked through Eventbrite using the following event links:

Wednesday 22nd April – Organisational Roles & Governance 

Wednesday 13th May –  Legal and Regulatory context around Charitable Trading

These workshops will run from 09.30 – 16.00 – These are stand alone workshops.

This first session on Wednesday 22nd April will look at the broader context of Organisational Roles and Governance, the schedule for the Organisational Roles and Governance Training Day:

1. ESSENTIAL CONCEPTS
• Incorporation – company law
• Charitable status – charity law – trust law

2. COMMONLY USED STRUCTURES IN BRIEF
• Associations and trusts
• Limited companies
• Company limited by guarantee
• Charitable company
• Community interest company
• Charitable incorporated organisations
• Community benefit societies
• Subsidiaries

3. ROLES AND RESPONSIBILITIES
• Members
• Directors – Eligibility – General duties (fiduciary duty, duty of care, compliance)
• Liabilities and indemnity Delegation Specific responsibilities
• Charity trustees
• Officers – Company secretary – Chair, treasurer etc

4. GOVERNANCE
• Definitions
• Fundamental elements
• The Code of Good Governance
• Key principles
• Checklist for good governance

5. COMMON RISK AREAS AND RISK ASSESSMENT

The second session on Wednesday 13th May will look at the legal and regulatory context around charitable trading, the schedule for the Trading by Charities – Training Day

1. LEGAL AND REGULATORY CONTEXT
• Charity law and trust law
• Charitable purposes and the objects clause
• Types of trading permitted to charities – primary purpose trading / ancillary trading / small-scale trading
• Charging for services and the public benefit test
• Trust law and breach of trust
• When a trading subsidiary is needed

2. IMPLICATIONS OF TRADING
• Grants versus contracts
• Business planning
• Investment needs
• Financial risks
• VAT
• Governance
• Mission drift

3. NON-CHARITABLE TRADING
• Subsidiary trading companies – wholly-owned and partially-owned
• Owning, financing and managing a trading subsidiary – considerations
• Legal structures for subsidiaries

4. PARTNERSHIPS, CONSORTIA
• Consortium/partnership models
• Implications for charities – the trust law issue

If you have any queries or questions please contact Steve Baylis – steve@scvo.info or telephone 0121 525 1127.


Charity Commission Annual Return Details 2015 Released

DataThe updated online return which collects information from charities is now live on GOV.UK and ready for charities to use. The annual return is an essential service for collecting data to update the register of charities, and helps us to hold charities to account on behalf of the public.

All registered charities with an income of more than £10,000 and all Charitable Incorporated Organisations (CIOs) who are reporting on their financial years ending in 2015 must complete the online form. Sections of the data then populate the commission’s register of charities. The online public register was viewed more than 6 million times last year and is a key source of data about charities in England and Wales.
The form includes new questions which charities must answer that will strengthen the regulator’s ability to identify risk, and will ensure people have access to the information they need to make confident decisions about charities.
Charities must now answer three new questions when they go online to complete the annual return:-
–  in the reporting period, how much income did you receive from:-
–  contracts from central or local government to deliver services?
–  grants from central or local government?
–  does your charity have a policy on paying its staff?
– has your charity reviewed its financial controls during the reporting period?

Charities, their trustees and advisers are encouraged to read the online guidance provided before logging on to complete the annual return so that they know what information they need to submit. Charities have ten months from their financial year end to complete the annual return.


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