Standards of Almshouse Management


Chapter 9 – Homes England

9.0 Homes England, the Greater London Authority and the Regulator for Social Housing . Last updated May 19 9.1 Introduction Homes England, The Greater London Authority (GLA) and the Regulator…

Chapter 8 – Funding a Project

8.0 Funding a Project   Last updated Jan 19 8.1 Introduction This chapter sets out a simple and logical process for trustees to plan a project. It outlines some general…

Chapter 8 - Funding a Project

…Trustees should try to avoid expensive late changes. 8.2.2 A review of resources will be necessary in order to develop a funding plan. This includes the time commitment, research, project…

Chapter 7 – Land and Buildings

Order 2005 and the possible implications for their premises. This is recommended even if the charity is exempt for those provisions. Whilst this Order does not apply to domestic premises,…

Chapter 7 - Land and Buildings

…time there is a change of trustee. In certain circumstances a restriction will need to be placed on the registration in respect of dealings with the land, in order to…

Chapter 6 – Residents

6.0 Residents   Last updated June 20 6.1 Status and qualifications Status of a resident A person appointed as a resident of an almshouse charity is a beneficiary of the…

Chapter 6 - Residents

…to run. 6.1.2 Eligibility for Almshouses In order to be eligible as a beneficiary of the charity, the applicant should not be able to afford to buy or rent an…

Chapter 5 – Financial Management

5.0 Financial Management   Last updated Jan 18 5.1 Financial Management – Introduction   Last updated Jan 18 The aim of this chapter is to provide a general overview of…

Chapter 5 - Financial Management

…for charities, although this may be costly. A demonstration should be requested to ensure suitability. Trustees may also consider online accounting. Many accounting software providers now have online versions available….

Chapter 4 – Health and Safety

…by The Regulatory Reform (Fire Safety) Order 2005 (RRFSO). The principal aim of the Order is to ensure that people and property are suitably protected against the perils of fire…

Chapter 4 - Health and Safety

…included when the risk assessment is next reviewed. 4.6 Risk management Risk management relates to the assessment and control of risks in the workplace in order to comply with health…

Chapter 3 – Staff

3.0 Staff   Last updated Sept 21 3.1 Introduction This chapter examines the roles and responsibilities of those who are involved with almshouse charities, including trustees, members of staff and…

Chapter 3 - Staff

…the service occupancy, a court order should be sought for eviction. Charities must not take direct action to remove the employee because this is likely to be a criminal offence….

Chapter 2 – Administration

…local community centre or library. Guidance should be given to residents about the risk of online fraud, especially if they are using their devices for online shopping and banking. Personal…

Chapter 2 - Administration

…should be given to residents about the risk of online fraud, especially if they are using their devices for online shopping and banking. Personal computers are desirable items and need…

Chapter 1 – Governance

…of learning – keeping up to date with developments; accepting and learning from mistakes, improving performance and informing future direction. Managing assets and resources – to gain the best outcome…

Chapter 1 - Governance

…be confirmed by checking the charity’s entry on the Charity Commission website. 1.4.2 Types of governing documents Types of governing document include: Royal Charter Order in Council Letters Patent Act…

9.9 Regulator of Social Housing

…do this anyway as good practice and in line with SAM. 9.9.4 Weekly Maintenance charges can only be increased in line with CPI plus 1% in order to ensure that…

8.12 Fundraising - General principles

…anniversary or event can reach a range of people in the community and is a relatively cheap way of generating donor interest. Fundraising should be continuous and long term. An…

8.4 Local authority

The Housing Grants, Construction and Regeneration Act 1996, amended by the Regulatory Reform (Housing Assistance) (England and Wales) Order 2002 and the Housing Act 2004, permit grants and other forms…

8.3 Public Funding

…participating charity. Further details can be obtained from The Almshouse Association’s website: www.almshouses.org or from ACL’s administrator, Susan Holden: acltabitha@gmail.com 8.3.3 Grants are mainly for new build projects, but almshouses…

8.2 General principles

…review of resources will be necessary in order to develop a funding plan. This includes the time commitment, research, project management and communication skills of the people involved, access to…

7.26 Security

…Association of Chief Police Officers, provides a range of advice as well as an opportunity to apply for a ‘Secured by Design’ award. The scheme can be found at: http://www.securedbydesign.com….

7.22 Care homes

…use of permanent endowment is authorised by the Charity Commission, it may be subject to a recoupment order whereby the charity would need to repay the funds over a number…

7.13 Fire precautions for new projects

…Reform (Fire Safety) Order 2005 and the possible implications for their premises. This is recommended even if the charity is exempt for those provisions. Whilst this Order does not apply…

7.3 The Almshouse Association Panel of Consultants

…selection of contractors. These should be registered with Constructionline, an online register for pre-qualified contractors. See www.constructionline.co.uk Projects should be carried out with a formal contract in place between the…

7.2 Land ownership and title deeds

…of dealings with the land, in order to comply with the requirements of the Charities Act 2011. If this is the case then form RX1 must also be completed. These…

6.18 Setting aside an appointment

…important that the grounds for setting aside an appointment, whilst not being oppressive, are as comprehensive as possible in order to avoid a situation whereby a resident is able to…

6.17 Managing grievances and complaints

Whilst good, open communication will underpin a well run charity, there may be occasions when problems arise which require a more formal approach in order to resolve issues involving residents,…

6.16 Resolving disputes

In order to resolve any dispute or conflict, an agreed policy and procedure should be in place which is transparent and illustrates the fairness and impartiality of the process. This…

6.6 Housing Benefit and Local Housing Allowance

…advice about entitlement to benefits and how to apply. National voluntary organisations such as Age UK have helpful online calculators for assessing entitlement to benefits and Age UK and Citizens…

6.5 Weekly Maintenance Contribution (WMC)

…basis by standing order to the charity’s bank account. 6.5.2 Arrears of WMC If a resident falls behind with WMC payments, prompt and careful action needs to be taken. An…

6.4 Vacating

…vacancy occurs in order to claim exemption from payment of council tax for up to 6 months. Refer to Class B of the Council Tax (exempt dwellings) Order 1992. Great…

6.1 Status and qualifications

…for Almshouses In order to be eligible as a beneficiary of the charity, the applicant should not be able to afford to buy or rent an equivalent sized dwelling in…

5.45 Fundraising

…provides further information at www.hmrc.gov.uk. Gift Aid has to be reclaimed online. For all donations from individuals an appropriate declaration must be given in the prescribed format. It may be…

5.44 Council tax

…possible when a vacancy occurs, in order to claim exemption from payment of council tax for up to 6 months (Class B of the Council Tax (exempt dwellings) Order 1992)….

5.42 Value Added Tax

…the zero-rating relief which applied to repair costs relating to listed buildings. 5.42.6 Equipment Almshouse charities are able to buy specified equipment, such as medical appliances and other equipment designed…

5.41 Direct taxation

…tax altogether, but this can be cumbersome and should be used only as a last resort. In order to take advantage of tax reliefs and make repayment claims, the charity…

5.37 Investment property

…within the property portfolio on a regular basis Valuation: revaluing the investment properties at least every 5 years in order that the valuation can be included in the financial statements…

5.31 Control over assets

…assets such as coins, works of art, patents, intellectual property rights, etc. Professional advice should always be taken on such assets in order to establish their value and to decide…

5.27 Control over purchases and expenses

…must be clearly documented. Invoices, when received, should be authorised, by initialling the invoice or in some clearly identifiable way, by the person placing the order and countersigned by the…

5.15 Housing Benefit and Supporting People

…eligible for Housing Benefit. Charities are advised to contact the local housing benefit office in order to determine which support elements can be included. Where claims are made under the…

5.12 Calculating WMC

…that charities collect WMC monthly or four-weekly, by standing order or direct debit. Amount due and date of when payment is received must be recorded. 5.12.3 WMCs can be paid…

5.11 Establishing levels of WMC

…water and sewerage charges may be met from endowment income in order to certify to the local authority that no part of the WMC is in respect of these charges….

5.8 Cashbook – receipts and payments

…held. Trustees should obtain the best terms possible but the institution they use must be financially sound (see below). A cashbook should be maintained showing all transactions in order to…

5.7 Computerised accounting

…Trustees may also consider online accounting. Many accounting software providers now have online versions available. Software packages are usually obtained with subscription that includes regular updates. Trustees need to consider…