Standards of Almshouse Management


Chapter 9 – Homes England

…to the participating Members when the final accounts are approved. 9.6.3 Since inception ACL’s Members have received grant allocations of over £38m for the construction or improvement of 1,226 almshouses….

Chapter 8 – Funding a Project

…take the costs of warranties and service contracts into account. Building work must not start until grant approval is received. Grants will not be approved retrospectively. The work will be…

Chapter 8 - Funding a Project

…warranties and service contracts into account. Building work must not start until grant approval is received. Grants will not be approved retrospectively. The work will be checked by the local…

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 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

…and are generally means tested benefits. Trustees may be asked to authorise adaptations to enable a resident to remain in their dwelling and wherever possible, these should be approved. 6.1.1…

Chapter 6 - Residents

…may be asked to authorise adaptations to enable a resident to remain in their dwelling and wherever possible, these should be approved. 6.1.1 Types of almshouse accommodation Accommodation usually consists…

Chapter 5 – Financial Management

…specifically 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…

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

…accident investigators, establishment of Health and Safety Executive, enforcers of legislation and responsibilities for inspections Sections 20-25 Outline powers of inspectors Sections 36-37 Prosecution of individuals – for example, where…

Chapter 4 - Health and Safety

…legislative requirements are: the Workplace (Health, Safety and Welfare) Regulations 1992 require floors and traffic routes to be kept in a safe condition for employees. The Approved Code of Practice…

Chapter 3 – Staff

…trustees ensure that the accounts are audited, presented, approved and submitted in a timely manner and in accordance with legal requirements ensure the highest standards of probity and due diligence…

Chapter 3 - Staff

…audited, presented, approved and submitted in a timely manner and in accordance with legal requirements ensure the highest standards of probity and due diligence in respect of financial management implement…

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

…confirm that they are not subject to any form of disqualification and should complete an appropriate declaration in the format approved by the Charity Commission. From 1 August 2018 two…

9.6 Almshouse Consortium Limited (ACL)

…Members when the final accounts are approved. 9.6.3 Since inception ACL’s Members have received grant allocations of over £38m for the construction or improvement of 1,226 almshouses. 9.6.4 ACL has…

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

…Building work must not start until grant approval is received. Grants will not be approved retrospectively. The work will be checked by the local authority and social services (occupational therapist)…

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…

6.6 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…

6.2 Selection and appointment to an almshouse

…ascertain whether an individual has any criminal convictions and/or is on the sex offenders register are only available to employers in certain categories and other approved bodies. The DBS service…

6.1 Status and qualifications

…authorise adaptations to enable a resident to remain in their dwelling and wherever possible, these should be approved. 6.1.1 Types of almshouse accommodation Accommodation usually consists of a sitting room,…

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…

5.42 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…

5.27 Control over purchases and expenses

…be the person who authorises payment. Where physical goods are involved, procedures should be in place to ensure that the goods have been received before invoices are approved and paid….

5.23 Budgets and management accounts

The preparation of budgets and management accounts comparing actual results against budget is essential to sound financial management. Budgets should be approved before the start of the financial year to…

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…

5.4 Payments to trustees

…as approved by the Charity Commission Payment to an executive who is also a trustee. Trustees must ensure that expenses reimbursed are genuine and reasonable. Loss of earnings payments, allowances…

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…

4.23 Contractors

…employees and sub-contractors) to work in occupied almshouse property. Helpful indicators are: inclusion in public bodies’ approved lists past performance work undertaken elsewhere e.g. for other almshouse charities membership of…

4.21 Lifts and stair lifts

…and the Approved Code of Practice. The aim of the regulations is to reduce risks to health and safety from lifting equipment provided for use at work. Lifting equipment is…

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

…with the legal responsibilities regarding control of legionella is given in the revised Approved Code of Practice (ACOP) and guidance Legionnaires’ disease: The control of legionella bacteria in water systems….

4.11 Winter gritting and snow clearing

…legislative requirements are: the Workplace (Health, Safety and Welfare) Regulations 1992 require floors and traffic routes to be kept in a safe condition for employees. The Approved Code of Practice…

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…

3.4 Scheme manager/ warden

…Emergency calls Equipment owned by the charity Accidents and incidents. An accident book, fully compliant with Data Protection and HSE guidance, should be maintained An approved list of contractors to…

3.3 Roles and responsibilities

…training of trustees ensure that the accounts are audited, presented, approved and submitted in a timely manner and in accordance with legal requirements ensure the highest standards of probity and…

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…

1.5 Trustees’ duties and responsibilities

…subject to any form of disqualification and should complete an appropriate declaration in the format approved by the Charity Commission. From 1 August 2018 two key changes apply: people who…


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 4 – Health Care and Health Promotion

…and adaptations. Physiotherapy – treat the physical problems caused by accidents, illness and ageing, particularly those that affect the muscles, bones, heart, circulation and lungs. Prosthetists – design and fit…

Chapter 4 - Health Care and Health Promotion

…change in their medical condition. It may be possible to support residents by co-ordinating repeat prescriptions, ordering and collecting from the regular pharmacy or having prescriptions delivered. Advice can be…

Chapter 3 – Homes for Life

…charity to initial expense. If the project is approved and funding can be raised, the consultant will charge agreed fees. The Association can provide trustees with contacts for almshouse charities…