Standards of Almshouse Management


Chapter 9 – Homes England

the needs of an individual almshouse. If you require more information please visit https://www.almshouses.org/loans-and-funding/ or see the Regulator’s webpage at https://www.gov.uk/guidance/register-and-de-register-as-a-provider-of-social-housing Ongoing Regulation 9.9.3 As indicated previously this need not…

Chapter 8 – Funding a Project

…see the National Lottery Heritage Fund website at www.heritagefund.org.uk or email: enquire@hlf.org.uk , telephone: 020 7592 6042/44, fax: 020 7591 6271 or write to the The National Lottery Heritage Fund,…

Chapter 8 - Funding a Project

…on grant making see the National Lottery Heritage Fund website atwww.heritagefund.org.uk or email: enquire@hlf.org.uk , telephone: 020 7592 6042/44, fax: 020 7591 6271 or write to the National Lottery Heritage…

Chapter 7 – Land and Buildings

…Land Registration Rules 2003. If the charity is a Registered Provider (RP), or has de-registered from the Regulator of Social Housing (RSH), the application must contain, or be accompanied by,…

Chapter 7 - Land and Buildings

the Land Registration Rules 2003. If the charity is a Registered Provider (RP), or has de-registered from the Regulator of Social Housing (RSH), the application must contain, or be accompanied…

Chapter 6 – Residents

…organisations such 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…

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

…Electrical Contractors Association (ECA), www.eca.co.uk or the Contractors Association of Scotland (SELECT), www.select.org.uk or the National Inspection Council for Electrical Installation Contracting (NICEIC), www.niceic.com. A dated electrical installation condition report…

Chapter 4 - Health and Safety

…as a contractor who is registered with the Electrical Contractors Association (ECA), www.eca.co.uk or the Contractors Association of Scotland (SELECT), www.select.org.uk or the National Inspection Council for Electrical Installation Contracting…

Chapter 3 – Staff

…that any new recruit has the right to work in the UK. For further information see: https://www.gov.uk/view-right-to-work 3.9 Contracts of employment (where housing is provided) When accommodation is provided as…

Chapter 3 - Staff

…ensure that any new recruit has the right to work in the UK. For further information see: https://www.gov.uk/view-right-to-work   3.9 Contracts of employment (where housing is provided) When accommodation is…

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

…on Finding New Trustees, The Essential Trustee and Hallmarks of an Effective Charity: www.charitycommission.gov.uk The following are available from Companies House: www.companieshouse.gov.uk and www.legislation.gov.uk. Charities Act 2011 Companies Act 2006…

Chapter 1 – Governance

the roles and responsibilities of charity trustees can be found on the Charity Commission’s website www.gov.uk/government/organisations/charity-commission. The Commission’s publication, for example, ‘The essential trustee; what you need to know’, gives…

Chapter 1 - Governance

…roles and responsibilities of charity trustees can be found on the Charity Commission’s website www.gov.uk/government/organisations/charity-commission. The Commission’s publication, for example, ‘The essential trustee; what you need to know’, gives invaluable…

9.9 Regulator of Social Housing

…be found at: https://www.gov.uk/government/publications/brief-guide-to-regulation-of-registered-providers/a-guide-to-regulation-of-registered-providers 9.9.8 Deregistration This is possible, providing the registered provider meets the relevant criteria and can be done at any time. For further details see https://www.gov.uk/guidance/register-and-de-register-as-a-provider-of-social-housing#de-register-as-a-provider-of-social-housing. 9.9.9…

8.12 Fundraising - General principles

…their appointment must be clearly defined. The Fundraising Standards Board is the independent self-regulatory body for UK fundraising. It works with the charitable sector in order to increase commitment to…

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

…(HE), it will need to make an application through a Lead Developer. There are a number of Lead Developers in the market place, one of which is specific to almshouse…

8.2 General principles

…level. They should not be significantly lower than the Local Housing Authority Allowance. Using your postcode, details of the LHA can be found at http://lha-direct.voa.gov.uk/ 8.2.1 When trustees are faced…

7.26 Security

…via their website. The contact details, including websites, of all police forces in the UK can be found at www.police.uk. 7.26.1 Secured by Design Further advice for the early integration…

7.22 Care homes

…Use of accumulations of income and/or permanent endowment for this purpose may need to be authorised by the Charity Commission. For further information see the Charity Commission’s guidance: www.charitycommission.gov.uk. Where…

7.14 Remodelling or improvement projects and new-build projects

…from: https://www.gov.uk/government/publications/design-and-quality-standards 7.14.3 Design brief The almshouse charity’s design brief should establish and convey the expectations of the charity in a way that can be readily translated into building proposals,…

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

It is recommended that all almshouse charities are registered with the Land Registry and to check whether the almshouses are already registered go to the Land Registry website – www.landregistry.gov.uk….

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

…see the Charity Commission guidance on fundraising at Charity Fundraising: A Guide to Trustee Duties https://www.gov.uk/government/publications/charities-and-fundraising-cc20 and also refer to The Fundraising Regulator’s Code of Fundraising Practice 2016 at https://www.fundraisingregulator.org.uk/code-of-fundraising-practice/code-of-fundraising-practice-v1-4-310717-docx/…

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

…VAT Buildings and Construction Notice708: buildings and construction www.gov.uk/government/publications/vat-notice-708-buildings-and-construction published 13 August 2014 and Energy Saving Materials 708/6 July 2014: www.gov.uk/government/publications/vat-notice-7086-energy-saving-materials and VAT Notice 701/7: VAT reliefs for disabled and…

5.41 Direct taxation

…about the concessions available can be found at the Charity Commission website, as well as HMRC guidance Fund-raising events: Exemption for Charities, www.hmrc.gov.uk. Trustees should consider every source of income…

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

…should contact local authorities to ascertain if this funding can be accessed. A number of costs, including the community call system, may be reclassified under ‘enhanced housing management’, which is…

5.14 Budget of income and expenditure sequence of action

the equivalent fair rent (EFR), exclusive of services, in a comparable dwelling. The Valuation Office Agency should be advised that almshouse trustees accept responsibility for all internal/external redecorations and all…

5.12 Calculating WMC

…are undertaking a capital project, building up the Extraordinary Repair Fund (ERF) and Cyclical Maintenance Fund (CMF), as well as servicing a loan, will have to be met from a…

5.11 Establishing levels of WMC

…called ‘Benefit Advisor’ is available via the Housing Benefit section of the government’s website https://www.gov.uk. Differing WMCs may only be charged if the type of accommodation varies. Where the same…

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…