THE BRITISH ONCOLOGY PHARMACY ASSOCIATION REPORT AND ACCOUNTS FOR THE YEAR ENDED ## **31[ST] MARCH 2021** REGISTERED CHARITY NO. 1065026 ## **THE BRITISH ONCOLOGY PHARMACY ASSOCIATION** |**CONTENTS**
Trust Information
Independent Examiner’s Report
Trustees Annual Report
Statement of Financial Activities
Statement of Assets and Liabilities|Page
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11| |---|---| 1 ## **THE BRITISH ONCOLOGY PHARMACY ASSOCIATION** ## **TRUST INFORMATION** Registered Charity No. 1065026 Trustees Robert Duncombe Emma Foreman Seonaid McLachlan Treasurer Dharmisha Chauhan Independent Examiner Barry Fine Address c/o Dharmisha Chauhan 39 Oakley Road, Luton, LU4 9PT Bankers National Westminster Bank plc 2 ## **INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES OF** ## **THE BRITISH ONCOLOGY PHARMACY ASSOCIATION (BOPA)** I report on the Accounts of the Association for the year ended 31[st] March 2021 which are set out on pages 10 - 11. ## **Respective Responsibilities of the Trustees and Examiner** The charity’s trustees are responsible for the preparation of the accounts. The charity’s trustees consider that an audit is not required for this year under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed. It is my responsibility to: examine the accounts under section 145 of the Charities Act, to follow the procedures laid down in the general directions given by the Charity Commission (under section 145(5)(b)) of the Charities Act, and to state whether particular matters have come to my attention. ## **Basis of Independent Examiner’s Report** My examination was carried out in accordance with the General Directions given by the Charity Commissioners. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the Accounts, and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below. ## **Independent Examiner’s Statement** In connection with my examination, no matter has come to my attention. - 1) which gives me reasonable cause to believe that in any material respect the requirements - a. to keep accounting records in accordance with Section 130 of the Charities Act, and - b. to prepare Accounts which accord with the accounting records and comply with the accounting requirements of the Charities Act. have not been met; or 2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the Accounts to be reached. Name. B. Fine FCA Signed…………………………………. Address Parkgates Dated…………………………………… Bury New Road Prestwich Greater Manchester M25 0JW 3 ## **BRITISH ONCOLOGY PHARMACY ASSOCIATION (BOPA)** BOPA is an unincorporated organisation governed by its constitution. Charity Number 1065026 ## **Administrative Details** Principal address: 39 Oakley Road, Luton, Bed, LU4 9PT **----- Start of picture text -----**
Committee Members Office Dates acted if not whole year
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|Committee Members|Office|Dates acted if not whole year| |---|---|---| |Emma Foreman|Co-Chair|| |Seonaid McLachlan|Co-Chair|| |Netty Cracknell|Secretary|Ended October 2020| |Joseph Williams|Secretary|Started October 2020| |Rob Duncombe|Treasurer|Ended October 2020| |Dharmisha Chauhan|Treasurer|Started October 2020| |Pinkie Chambers||| |Richard Allen||| |Islam Konaissi||| |Alkesh Patel||| |Melanie Lowe||| |Clare Geoghegan||Started October 2020| |Lynn Ansell||Started October 2020| |Bastiaan Buijtenhuijs||Started October 2020| |Shereen Nabhani-Gebara||Started October 2020| |Rebecca Devine||Started October 2020| |Emma Groves||Ended October 2020| |Olga Crehan||Ended October 2020| |Susanna Daniels||Ended October 2020| ## **Structure** Members of the committee are elected for a three year term of office by the voting members through an electronic ballot. Each candidate provides a written statement in support of their application. These statements are electronically submitted to the members. The results of the election are announced at the Annual Symposium. Members can serve a maximum of two consecutive terms of office on the committee. This committee then votes for the officers of Chair and Treasurer between themselves. The association does not require any fundraising or grant-making activities. It is self-funding by members subscriptions, with additional sponsorship from the pharmaceutical industry for key projects such as e- Learning. Decisions are made at the monthly committee meetings on behalf of the membership. The committee have several sub committees which feed back to the committee their decisions and ideas on behalf of the membership. 4 ## Sub committees: 1. Annual Symposium 2. Education and Training 3. Audit and Research 4. Community Pharmacy 5. Digital 6. Guidelines, Advocacy and Publications ## **Governance** Due to the nature of this charity no policies are in place to recruit and train trustees. Generally those people elected by the members of the association are then responsible for the maintenance and safe handling of the Charity on behalf of the members. Any decisions that require the membership to be involved in, such as national consultation documents, the document is placed on the BOPA website and emailed throughout the membership for comments to be received by the reference sub-committee who will then collate the response and return it. The association works closely with the NHS England Cancer Area Team Pharmacists, and other relevant (oncology) pharmacy groups. ## **Objectives** The stated aim of BOPA is to promote excellence in the pharmaceutical care of patients with cancer through education, communication, research and innovation by an alliance of hospital, community and academic pharmacists, pharmacy technicians, those in the pharmaceutical industry and other healthcare professionals. ## **Public Benefit** These activities are undertaken to further the charitable purposes for the public benefit and the trustees believe that these activities satisfy the charity commissions general guidance on public benefit. ## **Achievements and performance** In April 2020 we were in the peak of the COVID-19 pandemic and activities which we initially set out to do, changed. Focus was directed on how best to serve our members during an incredibly unprecedented and difficult time. Our members were faced with redeployment, increased clinical activities caring for COVID-19 patients and developing new services that had to be adapted to the government “stay at home” message, in addition to the anxieties and challenges presented at home e.g., home schooling. To support our members during this difficult and uncertain times, the committee agreed to provide free membership and access to the BOPA resources for 3 months. This was for both new and existing BOPA members. Resources on COVID-19 updates could be freely accessed during this time and members could also access the forums for clinical advice and support. Therefore, a reduction in membership fees can be seen between April to June/July 2020. The BOPA committee adapted to the times by developing more webinar courses. For example, the Statistics Without Tears course, consisting of 6 modules, was well attended and hugely popular. Our regular Introduction to Oncology Day, normally a face-to-face event was presented to members virtually in the Summer of 2020, as we were determined not to disrupt our long-standing educational sessions. One of our highlights of the year was a collaborative webinar held in association with The Canadian Association of Pharmacy in Oncology (CaPhO) and the International Society of Oncology Pharmacy 5 Practitioners (ISOPP) presenting the evidence to support COVID vaccination in cancer patients and to share UK best practice guidelines with colleagues from around the world. Other courses such as specialist haematology sessions were also provided virtually and we are pleased to say that members engaged positively and as more sessions were available via a live stream, more members were able to attend from the comfort of their home. The annual BOPA symposium is our biggest face-to-face educational event of the year. However, it was not possible to continue with a face-to-face format due to the ongoing COVID-19 restrictions. This event was held 9-11[th] October virtually and for all paid BOPA members, the symposium was free to attend. The event was attended by over 800 members, and we attracted international participation. Overall, we were able to provide a high quality and educational conference, with the event be rated very positivity from our members. The community pharmacy sub-committee continued to work tirelessly on a new educational resource for community pharmacists. A grant was obtained from Pfizer, a pharmaceutical company, and the project was fully underway in April 2020. Now completed, this new educational resource will enable community pharmacists to engage with cancer patients with confidence and enable them to further develop their skill set, in particular developing a knowledge base around cancer and its treatments. BOPA continued to be an active member of the UK chemotherapy board and collaborated on key national documents e.g. The Management of Glycaemic Control in Patients with Cancer. BOPA supported several virtual conferences and meetings during 2020-2021, for example, the Clinical Pharmacy Congress and the Oncology Forum Conference. Due to the COVID-19 pandemic a decision was made to roll over BOPA grants for research funding to the next financial year. However, we were able to launch national data collection research project to assess the hypersensitivity risk of anti-cancer chemotherapy regimen, with and without a commonly prescribed drug called ranitidine, which is used to prevent hypersensitivity reactions. In total 30 hospital Trusts signed up including some private hospitals, to help with data collection. An interim analysis has started and the results will be published in a peer-reviewed journal once completed. The digital sub-committee team worked incredibly hard to engage with our BOPA members in a new virtual world. The virtual educational presentations were placed on our BOPA website for members for on-demand viewing. Despite the challenges faced in 2020, the BOPA committee found innovative ways to continue to engage with our members, ensuring that we continued to offer high-quality educational and training resources throughout the year. Additionally, we were aware that paying for educational resources during a turbulent time would be challenging for our members and by providing 3 months free membership and a free virtual 2020 symposium was another way in which we were able to support our members. ## **Benefit to the public** As an organisation promoting excellence in the pharmaceutical care of patients with cancer, BOPA provides up-to-date resources for academic pharmacists, pharmacy technicians, those in the pharmaceutical industry and other healthcare professionals. Thereby promoting up-to-date safe and efficient practice through education, training and through participating in collaborative research both nationally and at a global level. 6 ## **Activities undertaken to benefit the public** 1. Let’s Communicate Cancer project. The aim of the project is to educate and up-skill community pharmacists to engage with the public in the community setting with confidence and developing a knowledge base around cancer and its treatments. 2. The Management of Glycaemic Control in Patients with Cancer, a collaborative piece of work to ensure the public are prescribed with cancer treatment and have diabetes are managed safely. 3. Annual BOPA symposium: Providing educational sessions to our members, on areas such as clinical management in cancer, good practice research methods (e.g., engaging with patients, public and carers) and scientific updates. This ensures our members have the knowledge, skills, and confidence to manage and work with cancer patients at their place of work. ## **Financial review** - The association monies are provided and maintained by the membership subscription. However, to support our members during this difficult and uncertain times, the committee agreed to provide free membership and access to the BOPA resources for 3 months. This was for both new and existing BOPA members. - BOPA de-registered for VAT during 2020 following advice received from expert VAT advisors as all HMRC payments and rebates were made and BOPA is now back to being a non-profit charitable organisation. - With the surplus generated after the ISOPP 2019 conference we were able to provide all paid members free access to the BOPA 2020 virtual conference. ## **Trustees/members expenses for services** As a charitable organisation members and trustees are eligible for travel expenses, team building exercises and hotel accommodation. In this financial year the total cost is stated below: Team building exercise at £434.72 In this financial year, no travel or hotel expenses were made, as all meetings were held virtually due to the government advice and regulations surrounding “stay at home” measures due to the COVID-19 pandemic. Therefore, to ensure the committee members had a chance to interact in a non-formal way, a team building exercise was held. ## **Grant – Let’s Communicate Cancer** On the 24[th of] December 2019, BOPA received a restricted grant of £90,400 from Pfizer, a pharmaceutical company. This grant was provided to the community pharmacy sub-committee to produce educational on-line course for community pharmacists. The project was titled Let’s Communicate Cancer. The aim of the project is to educate and up-skill community pharmacists to engage with cancer patients with confidence and developing a knowledge base around cancer and its treatments. During this financial year £78,976 (2020 £6,300) was spent of the £90,400. 7 ## **Reserve accounts** The Charity holds cash funds of £216,374 split between a Nat West Bank account and a Scottish Widows account of which £5,124 are restricted. The reason for holding these reserves is: 1. In the event of a reduction in income the charity will be able to continue to provide its core functions and cover all existing fixed costs and commitments e.g., website maintenance. 2. The charity provides an annual educational event. In the normal course of events these meetings are at least “break even”. However, there is the risk that the income for this meeting may be below the costs associated with running the meeting, and BOPA will be liable for this shortfall. ## **Summary of accounts** The total income received was £71,725 and the total payments made were £166,135 This giving BOPA a deficit for the year of £94,410 and total assets/funds of £216,374 split between unrestricted of £211,250 and restricted funds of £5,124. ## **Plans for the future** 1. To continue to collaborate with national and international (oncology) pharmacy groups to maintain and consolidate its professional and advocacy role. 2. During 2021-2022 BOPA will continue to develop and provide high quality education and training materials for all their members. 3. BOPA is also keen to develop educational scholarships for its members and to fund research into Pharmacy Practice Research where there is a focus on cancer. 4. The BOPA 2021 symposium will be delivered virtually, with the aim that the 2022 symposium will be held back to its original face-to-face format. 8 ## **Declaration** Signed on behalf of the charity’s trustees |Signature|………………………………………………………………………| |---|---| |Full Name|Ms Emma Foreman …………..…………………………………| |Position|Chair ………………………………………………………………| |Date|………………………………………………………………………| |Signature|………………………………………………………………………| |Full Name|Ms Seonaid McLachlan .…..…………………………………….| |Position|Chair ………………………………………………………………| |Date|………………………………………………………………………| |Signature|………………………………………………………………………| |Full Name|Mr Rob Duncombe ………..…………………………………….| |Position|BOPA Trustee ……………………………………………………| |Date|………………………………………………………………………| 9 ## THE BRITISH ONCOLOGY PHARMACY ASSOCIATION ## Receipts and Payments Account 2020-2021 **----- Start of picture text -----**
Unrestricted Restricted Total Total
Funds 2021 Funds 2021 2021 2020
Receipts
£ £ £ £
Members Subscriptions 58,632 58,632 83,537
Interest Receivable 70 0 70 120
Grants 0 0* 0 102,020
Symposium/ISOPP attendance 2,035 2,035 600
Donation (surplus from Isopp) 10,988 10,988 69,302
GROSS INCOME 71,725 0 71,725 255,579
*.2020 Donation from Pfizer for the Community Pharmacy Education Project.
Payments
Executive Travel 4,35 0 435 4,206
ISOPP 2020 808 0 808 0
Digital 25,623 0 25,623 47,039
Data Protection Charge 0 0 0 35
Symposium Costs 36,050 0 36,050 0
Audit / Accountancy 1,200 0 1,200 3,780
Professional Indemnity
Insurance 740 0 740 1,296
Study days 0 0 0 23,557
On-line banking 28 0 28 41
ISOPP HMRC Net VAT Expense 13,678 0 13,678 0
HMRC VAT Interest 843 0 843 0
Secretariat 0 0 0 18,000
Research Grants 0 0 0 7497
Community Pharmacy project 78,976 78,976 6,300
Advertising materials 169 169 3,277
Educational Audit 7,385 7,385 6,588
Donation 200 200
TOTAL EXPENDITURE 87,159 78,976 166,135 121,616
Net Surplus
(Payments) - Receipts £(15,434) £(78,976) £(94,410) £133,963
Cash funds last year end 226,684 84,100 310,784 176,821
Cash funds this year end £211,250 £5,124 £216,374 £310,784
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THE BRITISH ONCOLOGY PHARMACY
ASSOCIATION
STATEMENT OF ASSETS & LIABILITIES
Current Assets 2020/21 2019/20
£ £
Current Account 115,543 210,023
Business Reserve Account 18,487 18,479
Scottish Widows Deposit Account 82,344 82,282
£216,374 £310,784
Creditors 0
Current Liabilities 0
Net Current Assets £216,374 £310,784
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The Accounts were approved by the Committee on ……………………………………………………………Chair ……………………………………………………………Chair ……………………………………………………………Treasurer 11