[William Clemmey]

Virginia
We have a small number of KPIs so as not to make it an arduous task

KPIs for Municipal Charities

To note that we have the following KPI’s (Key Performance Indicators):

Occupancy rate – aiming for at least 98% (we budget for 95%)
To undertake 100% of the work marked “High” on the Quinquennial reports by 31 October 2025
Completion of 90 % Quinquennial medium tasks by 31st October 2025
Completion of 70 % Quinquennial low tasks by 31st March 2026
To apply for planning permission for Solar panels on as many of our properties as possible by 31st March 2026
To produce Monthly Management accounts
To circulate all agendas a week before the meeting
To ensure that our returns to the Charity Commission, the Regulator of Social Housing and the Housing Ombudsman are all submitted before the deadline

In addition we have a number of aims to be achieved under our Business Plan

Look forward to others responses

William Clemmey
chiefofficer@municipal-charities.org.uk

[William Clemmey]

We now supply cookers, fridges and washing machines where there are no communal washing facilities provided. We PAT test them each year
William Clemmey
chiefofficer@municipal-charities.org.uk

[William Clemmey]

Lisa
We have recently upgraded our Lifelines and smoke detectors to a digital system
We used Warwick District Council Sophie.Meade@warwickdc.gov.uk Mobile: 07718 575762
The Board approved the following – We have 46 properties of which we have already upgraded 3 lifelines to the new ones which work with GPS and are not dependent on a phone line. The quotation to upgrade all of our properties to going digital is £8,224.80. Our quarterly charge would remain the same as we would have purchased the equipment, and this charge is currently set at a monitoring only charge.
In addition we will need to replace the smoke alarms so that they link into the new digital lifelines. They cost £65 each so the cost will be up to £2,990
Proposal – that we authorise the payment of up to £11,235 to move all of our lifelines across to the digital version and purchase new smoke detectors.

We use Social Telecom for our free Wifi to residents (we obtained Awards for All funding towards this). We also use them for the landlines. contact Dale Lewis T: 01743 299488 M: 07399 438246
We are now putting in VoIP phones for those residents who want them and removing the landlines. For the 25 residents who don’t want the use of a VoIP phone then we will be able to save on the cost of the landline. This will save the Almspeople charity £6,258 a year which can be used to support residents in other ways. For those 21 residents moving to VoIP we will also save since VoIP is effectively free and we will just pay for the calls rather than taking out a £5.50 a month bundle. This then saves the £17.39 (plus VAT) per month for the landlines. So an additional saving of £5,256 a year. So the conversion will pay for itself within a year and then we will be over £11,500 a year better off.
We are going to appear as a national case study for the Department of Health and Social Care.

Hope that helps
William Clemmey
chiefofficer@municipal-charities.org.uk

[William Clemmey]

We can recommend LGT Wealth Management who Charity Aid Foundation work with
Our Manager is

Dexter Baum | LGT Wealth Management | Investment Manager
Phone +44 20 3943 8597 | Mobile +44 7720 085 318 | 14 Cornhill EC3V 3NR | dexter.baum@lgt.com

For more information on CAF:
https://www.cafonline.org/services-for-charities/charity-banking-investments/esg-investments?gad_source=1&gad_campaignid=16624927169&gbraid=0AAAAAC9lTD6d8guZxBdlUqhldBmkiwYS6&gclid=Cj0KCQiA6NTJBhDEARIsAB7QHD0TemOL2aPZmTpPIqpfLW3vN8Bn5z9WJYCxTlFv_tZq89mjD2fGwt0aAmJNEALw_wcB

Explore the IFSL CAF ESG funds
There are three IFSL CAF ESG Funds with clear aims, investment policies and targets, to enable charitable investors to choose the most appropriate fund or funds for their needs based on risk and return appetite.

All funds are actively managed by LGT Wealth Management, this means that the investment manager decides which investments to buy or sell and when. They will have exposure to ESG focused investments through a broad range of asset classes and investments across different industries and geographical regions, however not all asset classes may be held at all times.

William Clemmey
Chiefofficer@municipal-charities.org.uk

[William Clemmey]

We simply banned it for all new residents and now have no smokers at all
It is also banned in all of communal areas and gardens
William Clemmey
chiefofficer@municipal-charities.org.uk

[William Clemmey]

Is there any update about a possible opt out for Almshouses?
William Clemmey
Chiefofficer@municipal-charities.org.uk

[William Clemmey]

Charlotte
As an alternative you might consider the installation of Daikin 3.5kw split air conditioning system
We have installed this in 3 residents flats and a hallway
they are getting great reviews and have reduced the residents bills from the previous Dimplex storage heaters

In summer they also act as air conditioners
William Clemmey
Chiefofficer@muncipal-charities.org.uk

[William Clemmey]

Jo
Happy to share ours
William Clemmey
chiefofficer@municipal-charities.org.uk

[William Clemmey]

Margaret
We use Juttons who are energy brokers and also one of the tenants in the offices we rent out
They are excellent and can negotiate good rates for you
Siân Haynes
Key Account Manager
Jutton Associates Limited
t: 01789 268132
m: 07711 358017
http://www.juttonassociates.com

Hope that helps
William Clemmey
chiefofficer@municipal-charities.org.uk

[William Clemmey]

We used to use Peninsula for our Health and Safety but cancelled to to cost and do it ourselves
Happy to share various checklists
William Clemmey
chiefofficer@municipal-charities.org.uk

[William Clemmey]

Lynne
Happy to share our Trustee induction pack and our Trustee induction checklist with you
I shall email you them
William Clemmey
chiefofficer@municipal-charities.org.uk

[William Clemmey]

Sally
We provide carpets in our homes
When a resident moves out we either clean the carpet or if its worn we will replace it
We see it as part of the service we provide to residents especially as carpeting can be so expensive
William Clemmey
Chief Officer

[William Clemmey]

We would recommend HCR law and their lead charity lawyer Rachel Gwynne
She has been extremely helpful to us

Charities and Not-for-Profit

Happy to discuss further
William Clemmey
Chief Officer
chiefofficer@municipal-charities.org.uk 07922508913

[Author]

Posts