ensures the tax implications have implications. At planning stage, delegated staff (or lead (guidance) been properly addressed. board member) to check requirements for any relevant fundraising activity in Charity Commission Document CC20 Charities and Fundraising. When reporting on fundraising activities, confirm to the board the measures taken to ensure compliance. Operations 17 The organisation’s activities and Consider including a sentence in the introduction to any (Charity Commission guidance) spending are in line with the treasurers’ reports reminding board members that governing document and (in the when considering the budget, it is their duty to ensure case of charities) are undertaken in that all spending is in line with the governing document accordance with the public benefit and all activities must be intended to further the requirement. organisation’s purposes set out in the governing document and, in the case of charities, in accordance with the public benefit requirement. Alternatively - treasurer simply mentions this when papers are presented. 18 The organisation abides by Health Board members should approve all policies and (NCVO guidance) and Safety law (including PAT procedures to satisfy themselves that processes are in testing, PUWER, Manual Handling, place. A health and safety checklist could be kept by (Get Legal customised document £) COSHH). the Health and Safety Officer used to aid an annual report back to the board confirming that all necessary checks are taking place (annual checks in organisational management calendar see 12 above). Annual report from Health and Safety lead / officer to board or subcommittee showing how the policy has been followed. This would include having available key documents such as the accident log book and discussing any resultant changes to practices, log confirming weekly testing of fire alarms (eg. tick sheet
ensures the tax implications have been properly addressed. implications. At planning stage, delegated staff (or lead board member) to check requirements for any relevant fundraising activity in Charity Commission Document CC20 Charities and Fundraising. When reporting on fundraising activities, confirm to the board the measures taken to ensure compliance. (guidance) Operations 17 The organisation’s activities and spending are in line with the governing document and (in the case of charities) are undertaken in accordance with the public benefit requirement. Consider including a sentence in the introduction to any treasurers’ reports reminding board members that when considering the budget, it is their duty to ensure that all spending is in line with the governing document and all activities must be intended to further the organisation’s purposes set out in the governing document and, in the case of charities, in accordance with the public benefit requirement. Alternatively - treasurer simply mentions this when papers are presented. (Charity Commission guidance) 18 The organisation abides by Health and Safety law (including PAT testing, PUWER, Manual Handling, COSHH). Board members should approve all policies and procedures to satisfy themselves that processes are in place. A health and safety checklist could be kept by the Health and Safety Officer used to aid an annual report back to the board confirming that all necessary checks are taking place (annual checks in organisational management calendar see 12 above). Annual report from Health and Safety lead / officer to board or subcommittee showing how the policy has been followed. This would include having available key documents such as the accident log book and discussing any resultant changes to practices, log confirming weekly testing of fire alarms (eg. tick sheet (NCVO guidance) (Get Legal customised document £)