Charity commission seeks applicants for interim managers

From 1 February to 31 March the Charity Commission is inviting practitioners to apply to have the chance of becoming an interim manager and is looking for individuals with a proven track record of implementing safeguarding policies and procedures, preferably within the broader charity sector

The Charity Commission has updated its guidance on appointing interim managers to advise practitioners on how to apply to join the Commission’s list of approved practitioners.

Applications received after the 31 March will not be accepted.

Applications are not required to follow a prescribed format, but should be presented clearly, in a Microsoft Word document of no more than 8 pages (excluding CVs and references), providing the following information:

  • name, telephone number, email address, website and postal address of organisation
  • name, job title, telephone numbers and email addresses for at least 2 named contacts. These will be the names held on record and contacted should an approved practitioner be invited to subsequently submit a proposal on an individual case, so it is important that the commission is informed of any changes to these contact details during the year
  • supporting CVs and references for named contacts

The charging structure under these arrangements will be split into interim manager fees, interim manager disbursements and professional expenses. Fees are the charges for the services of acting as interim manager during the appointment. Disbursements are sums of money spent by the provider on behalf of the charity and professional expenses are additional costs that would have been incurred by trustees as if they were in the trustees’ office, eg, estate agent’s fees on sale of property, tracing agent’s fees or legal fees for Counsel advice on litigation.

Interim managers should have experience with in following:

a) Specialist charity or sector experience, such as issues connected with:

  • safeguarding issues in connection with children and vulnerable beneficiaries;
  • delivery of humanitarian aid overseas, particularly in conflict zones;
  • care home expertise; and
  • animal welfare.

b) Legal, financial and administrative expertise

  • insolvency/dissolution/winding up and transferring business entities;
  • governance issues, including running board or committee elections, resolving internal disputes/managing conflicts of interest;
  • breaches of trust and recovery of charitable funds, if necessary through legal proceedings;
  • financial management/ ensuring proper internal controls; and
  • charity law expertise, including: trustee benefits, the public benefit requirement, self-dealing issues, compliance with disposal of charity property requirements, trustee duties and responsibilities.

c) Trading and fundraising

  • charitable and non-trading issues/ improving complex group structures;
  • management of fundraising and control of associated costs; and
  • managing investments/property portfolios.

d) Other areas (not exclusive)

  • accountancy, internal or external audit/ business planning/ advisory work to trustees/ risk management; and
  • dealing with HMRC/Police and law enforcement agencies, particularly as regards financial mismanagement.

Some of an interim manager’s work will not necessarily result in financial protections, but there will be other benefits such as:

  • identifying irregularities and inefficiencies and putting these right;
  • ensuring that a charity’s vulnerable beneficiaries are protected from harm;
  • instances of helping introduce significant improvements in a charity’s governance;
  • strengthening the charity’s financial management and financial controls;
  • protecting a charity’s reputation and/or the reputation of the sector; and
  • protecting the public from unlawful / unregulated fundraising.

Policy paper: How the Charity Commission appoints Interim Managers is here.

Report by Amy Austin

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