Standards of Almshouse Management


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

…administrator, Susan Holden: acltabitha@gmail.com 8.3.3 Grants are mainly for new build projects, but almshouses have been recipients of Affordable Housing Grant for remodelling and refurbishment projects. HE and the GLA…

Chapter 7 – Land and Buildings

7.0 Land and Buildings   Last updated Jan 18 7.1 Introduction If trustees are contemplating a major new build or modernisation project, The Almshouse Association is able to provide guidance…

Chapter 7 - Land and Buildings

…insurance cover. The consultants should be able to advise on the appropriate selection of contractors. These should be registered with Constructionline, an online register for pre-qualified contractors. See www.constructionline.co.uk Projects…

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

…as Age UK have helpful online calculators for assessing entitlement to benefits and Age UK and Citizens Advice often employ benefits advisors who may be able to help residents. Helpful…

Chapter 5 – Financial Management

…suitability. 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…

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

4.0 Health and Safety   Last updated June 20 Introduction This chapter contains detailed guidance on the legislative requirements protecting the health and safety of employees, volunteers, and members of…

Chapter 4 - Health and Safety

…(NICEIC), www.niceic.com. The contractor will provide suitable certification which may be required by insurers. It is important also to test all portable electrical appliances belonging to the charity (PAT testing),…

Chapter 3 – Staff

3.0 Staff   Last updated Jan 19 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

…has not become a regular role. There is an online tool which will allow a charity to check whether a staff role would be eligible for a DBS check at:…

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

1.0 Governance   last updated Jan 18 Introduction Standards of Almshouse Management (SAM) is published by The Almshouse Association to outline good governance and best practice to its member charities….

Chapter 1 - Governance

…gross yearly income exceeds £25,000. The trustees’ annual report and accounts should be filed online. The duty to complete and file the annual return with the Charity Commission applies to…

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…

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….

7.3 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…

6.17 Managing grievances and complaints

…the charity and will then consider if it is eligible to join the scheme. There is an annual subscription payable for voluntary membership, currently (2018) £1.25 per housing unit. Further…

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…

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…

5.8 Cashbook – receipts and payments

…statements should be filed to support both entries. A computerised or online accounting package simplifies the application of double-entry book-keeping. Analysing, balancing and cross-referencing are greatly facilitated. It should be…

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…

4.25 Recording and reporting of accidents

…out on the website of the Health and Safety Executive website: www.hse.gov.uk/riddor Telephone: All incidents should be reported online but a telephone service remains for reporting fatal and specified injuries…

4.17 Asbestos

…materials are lower risk, e.g. cement sheets and roofing, then an unlicensed but competent contractor may carry out this work. Further details on non-licensed work with asbestos are available online….

4.15 Water

…say, every 6 months. A trustee or senior staff member could attend a legionella awareness course. There are many courses available as well as online e-training. Any remedial works itemised…

4.14 Electricity

…www.select.org.uk or the National Inspection Council for Electrical Installation Contracting (NICEIC), www.niceic.com. A dated electrical installation condition report should be obtained after the inspection. Should any further investigative or remedial…

3.26 Disclosure and Barring Service (DBS)

…and responsibilities such as checking that simple assistance has not become a regular role. There is an online tool which will allow a charity to check whether a staff role…

2.16 Websites

for residency details of the almshouse accommodation any services provided how to apply (possibly online application form) closing date contact details. © 2020. This document is copyright of the Almshouse…

2.2 Information technology

…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 computers are…

1.8 Financial management

…charities whose gross yearly income exceeds £25,000. The trustees’ annual report and accounts should be filed online. The duty to complete and file the annual return with the Charity Commission…


Support and Care


Chapter 8 – Benefits and Grants

…and on a low income, as well as to those who are out of work Most people will apply online and manage their claim through an online account Universal Credit…

Chapter 8 - Benefits and Grants

…income, as well as to those who are out of work Most people will apply online and manage their claim through an online account Universal Credit will be responsive as…

Chapter 6 – Staff and Volunteers’ Matters

6.0 Staff and Volunteers’ Matters 6.1 Staff Selection The appointment of staff may be delegated to an agency or carried out by the trustees or delegated staff. There are advantages…

Chapter 6 - Staff and Volunteers’ Matters

…www.cronersolutions.co.uk Cruse Bereavement Care – www.crusebereavementcare.org.uk Employment Buddy – www.employmentbuddy.com Mangar International – www.mangar.co.uk National Back Pain Association – www.backcare.org.uk Royal College of Nursing – www.rcn.org.uk Xpert HR – www.xperthr.co.uk…

Chapter 5 – Residents with a Disability

5.0 Residents with a Disability 5.1 Introduction It is likely that a large proportion of almshouse residents will suffer some form of disability. Disability is often defined as a gap…

Chapter 5 - Residents with a Disability

tabletssduring the day. See Chapter 4.7- Medicines Policy. As the symptoms of dementia vary from person to person, so do the reactions of neighbours, capacities of trustees, staff and…

Chapter 4 – Health Care and Health Promotion

4.0 Health Care and Health Promotion 4.1 Rights of Residents The aim of this chapter is to provide trustees and scheme based staff with some background information which will enable…

Chapter 4 - Health Care and Health Promotion

…a repeat prescription to a pharmacist, who will then deliver the medication. There are also online services where the resident can register and have their prescriptions delivered to them by…

Chapter 2 – Support provided by the Charity

2.0 Support Provided by the Charity 2.1 Role of Trustees Clerks Standards of Almshouse Management published by The Almshouse Association includes a chapter on trustees’ duties and responsibilities. The Charity…

Chapter 2 - Support Provided by the Charity

…component of everyday life and should be considered by trustees for their schemes. This can give residents email access so they are able to contact extended family, shop online and…

Appendix C - Contract of Employment

Download Document   Charities are strongly advised to seek professional advice in the preparation and issuing of contracts. Useful contacts are: Croner Solutions – www.cronersolutions.co.uk / Employment Buddy – www.employmentbuddy.com…

Appendix B - Contact Details

…choose the accommodation most suited to their needs.   Employment Buddy One Forbury Square, The Forbury, Reading RG1 3EB Tel: 0118 953 3955 www.employmentbuddy.com Email: contact@employmentbuddy.com User-friendly online employment law…

8.17  Travel Concessions

…Pensions Centre: www.gov.uk National Express Coaches: www.nationalexpress.com The Pension Service: www.gov.uk/thepensionservice Winter Fuel Payment Claim Form: www.gov.uk/winter-fuel-payment © 2013. This document is copyright of the Almshouse Association and no part…

8.2 Universal Credit

…and on a low income, as well as to those who are out of work Most people will apply online and manage their claim through an online account Universal Credit…

6.20  Retirement

6.20.1 Retirement There is no longer an automatic retirement at age 65. Employees can continue to work past this age if they wish to do so, and as an employer…

5.4 Dementia and Confusion

…the working week). This is particularly helpful if a resident is prone to taking too few or too many tabletssduring the day. See Chapter 4.7- Medicines Policy. As the…

4.14 Some General Principles Relevant to Healthcare

…The Stroke Association: www.stroke.org.uk University of Stirling dementia design: www.dementia.stir.ac.uk Warm Front Grants: www.carillionplc.com For further details of the above organisations please see Appendix B © 2013. This document is…