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2021-03-31-accounts

Registered Charity Number 1065062

UK Centre for the Advancement of Interprofessional Education (CAIPE)

Report and Accounts

31 March 2021

UK Centre for the Advancement of Interprofessional Education (CAIPE) Report and accounts Contents

Page
CIO Information
Trustees' Report 1-15
Independent Examiner's report 16
Statement of Financial Activities 17
Balance sheet 18
Notes to the accounts 19-23

UK Centre for the Advancement of Interprofessional Education (CAIPE) CIO Information

CIO Trustees

President Hugh Barr Chairman Richard Pitt Treasurer Pat Bluteau Vice Chair Maggie Hutchings Sundari Joseph Linda Eyre Chris Sanders Nichola Mclarnon Juanjo Beunza Emma Smith Dawne Gurbutt Veronica O'Carroll Sharon Buckley Alison Machin Steven Garvey Andreas Xyrichis Laura Chalmers Chris Essen Amira Chaudry Melissa Owens Emma Pope

Contact Details

Richard Pitt: Richard.Pitt@CAIPE.org Address as Examiner, below.

Independent Examiner

Mrs Sarah A Smith BSc. (Hons) FCCA FCIE Temple House 8 Main Street Cold Overton Oakham LEICS LE15 7QA

Bankers

Lloyds TSB 3 Porchester Gate 112B Castle Street Portchester Fareham PO16 9QG

Charity registered number (1065062) and governing document CIO - Association, 20 May 2020

UK Centre for the Advancement of Interprofessional Education (CAIPE) The Report of the Trustees

Review of Activities and Achievements

1[st] April 2020 to 31[st] March 2021

Introduction

This report is an important opportunity to acknowledge the valuable voluntary work achieved by individuals, particularly Board and Executive group members, on behalf of CAIPE. There has been much achieved by many individuals behind the scenes and all have helped during the past year to contribute to the work and continued development of CAIPE. Unexpectedly in March 2020 we were hit with the COVID-19 pandemic leading to the start of this review being in lockdown impacting on CAIPE activity and focus leading to the postponement and cancellation of events and meetings. Indeed, this year CAIPE held its first virtual Annual General Meeting. Fortunately, CAIPE had invested in Zoom for holding virtual meetings which has enabled functioning and continued focus and activity during these unprecedented times via virtual meetings, presentations, conferences and events.

During the year CAIPE has continued to promote and support the need for IPE and collaborative practice (IPECP) relating to relevant national and international bodies within health and social care. CAIPE has continued to respond to policy documents, consultations, reviews, responded to invitations to speak at national and international events virtually, produced CAIPE publications and supported research activities in particular those related to the impact of the pandemic and IPECP. This resulted in the rapid development of a specific ‘Collaborative Working during the COVID-19 Pandemic’ page on the CAIPE website. However, at the beginning of this year with most of our CAIPE Board members being academics they were launched into the chaos of the pandemic organising a shift to teaching, learning and assessment online, shortening or suspending placements and managing early completion of final year programmes.

Within the organisation, CAIPE strategies, policies and systems continue to be developed to enable and ensure the continued evolution of the organisation through transparency and accountability. The CAIPE website has continued to be developed and updated which is a key instrument in communicating with its membership.

During the past year there has been a continuing national recognition in the UK of the importance of interprofessional education and collaborative practice (IPECP). Not least from clinical and practice colleagues impacted by new and challenging ways of working and collaborative leadership emerging from the response to the pandemic in the practice setting. In response CAIPE has continued to work with commissioning, educational, professional and regulatory bodies and to support and strengthen the development of the IPE curricula and Interprofessional Collaborative Practice. Virtual meeting with the Inter-Regulatory Education Group and the Health and Care Professions Educational Leads Group have continued virtually.

Communication with Members

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UK Centre for the Advancement of Interprofessional Education (CAIPE) The Report of the Trustees

An efficient website continues to be fundamental in providing effective communication between CAIPE and its members. Indeed, Craven Digital Reports to the Board meetings demonstrate increased access by both members and nonmembers and significantly from overseas. We are continuing to populate the site and editing aspects of the web pages. An immense amount of work has been involved and special thanks must go to Emma Beal (CAIPE Administrator) who has been and continues to be integral to steering this process. In particular the development of a COVID-19 resource page on the website. We are indebted to the knowledge and experience provided by our President, Hugh Barr in providing continued critical review of the web pages.

The CAIPE website continues to incorporate access to social media through both Face Book and Twitter. Through various CAIPE Board members and the Student Working Group we have continued tweeting, helping with increasing the awareness of CAIPE and gaining followers. We continue to engage with social media to promote CAIPE and have renewed activity on FaceBook.

The monthly production of the CAIPE E-Newsletter continues to improve but we need members to share experiences, innovations and opportunities through it. We have successfully sustained the monthly Guest Editorial drawing on the experience and expertise of our Board Members. The newsletter has ensured effective and informative communication with our membership and continues to provide links to the website, national and international developments of interprofessional education and collaborative working.

REVIEW INCORPORATION DOCUMENT

Governance has been enhanced in the clarification and development of policies and will continue to improve the functioning of CAIPE. In particular the conversion to a Charitable Incorporated Organisation with the Charity Commission with a revised constitution following the ‘Association Model’ was confirmed on 20 May 2020. This also meant that we no longer needed to be registered with Companies House. So, sadly we say goodbye to Ann Ewens, Company Secretary and Stephen Ewens, Solicitor acting for CAIPE. Many thanks on behalf of CAIPE to Ann and Stephen who have been extremely supportive of CAIPE for many years.

Membership

CAIPE is primarily a membership organisation, and membership fees contribute to the majority of the annual income. Our present annual membership costs are as follows:

Individual membership including JIC £95 Corporate membership including JIC £1600 Corporate membership not including JIC £850 Student membership £10 Service user and carer membership £5

Membership fees remain as last year but will be reviewed annually in January.

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UK Centre for the Advancement of Interprofessional Education (CAIPE) The Report of the Trustees

Obviously, we still need to encourage membership and our current membership is Students 216 (previously 128), Individual 86 (previously 70), Corporate 33 (previously 34) and Service users 15 (previously 14). During this year we have had 453 (previously 151) members of Corporate/Institutional Organisations sign up for sponsored logins allowing direct communication to them on CAIPE news, activity and events.

We would like to warmly welcome the following new corporate members who have joined during the year:

Wrexham Glyndwr University Edinburgh Napier University

The method of communication with corporate members and their individual members has continued to be reviewed and updated. In particular, with the development of Sponsored Logins there has been increased uptake by staff, service users and carers and students in setting up individual access where they can set their own password associated with their own email address. They are then be able to access CAIPE resources and receive the CAIPE email newsletter and other information directly. Emma Beal our CAIPE Administrator should be congratulated in coordinating communication with members and maintaining the renewal process so efficiently.

Journal of Interprofessional Care- the Official Journal of CAIPE

Taylor and Francis have continued to be supportive of CAIPE and we collaboratively continue to strengthen our affiliation with the Journal of Interprofessional Care as the official journal of CAIPE. In October 2020 through the guidance of the Editor-in-Chief, JIC and CAIPE Board member Andreas Xyrichis JIC published a COVID-19 Special Edition on the impact of COVID-19 on Interprofessional Education and Collaborative Practice. This was a specific online open access publications in relation to COVID19 free-to-access at the point of publication and all research related to COVID-19 was expedited through the production process as soon as it had been peer reviewed. CAIPE members through the Research Working Group were successful in having three articles accepted for this publication. It is also noted that the journal had 200,000 downloads in 2019 which rose to over 360,000 in 2020. This may reflect the impact of the pandemic on individuals accessing and downloading the Journal more during these unprecedented times. CAIPE continued to offer support to members during these unprecedented and ever-changing times. Our open access COVID-19 webpage offers: updates; resources; and in particular our COVID-19 IPE Research Registry (see https://www.caipe.org/covid-19).

Annual General Meeting 25[th] June 2020- virtual

Thirty-five CAIPE members joined the first ever virtual CAIPE Annual General Meeting. Amira Chaudhry, Melissa Owens and Emma Pope previously elected by the CAIPE membership were welcomed to the CAIPE Board. The CAIPE Board subsequently reviewed the Working Groups to align their objectives with the CAIPE Five Year Strategy and the following Working Groups and leads continue CAIPE Developments:

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Promotion

This group has continued developing the website and aims for 2021/2022 to be:

Online engagement has grown so the group is developing a social media policy. This is to protect the Board and our members integrity as we have to be careful about what and how we post information that could connect to CAIPE. Currently we have 2,000 Twitter followers, 47 Instagram followers and 52 Face Book followers. We should mainly use Twitter as this account has the most followers and feeds into the News page on the website.

Special thanks to Linda Eyre and the members of the promotion group who have a continuing challenging task to maintain and update the website.

Awards

John Horder Award

On the 10th December 2020, we held our first virtual John Horder Award ceremony via Zoom ‘Celebrating Interprofessional Collaboration!’ This year and probably due to the pandemic and extension of submission of applications by two months we had an unprecedented number of submissions with five team awards and twenty-two student awards.

The Team Award winners were Hester Smeets and colleagues from Zorgnetwerk Eslo (Care Network Esloo) in The Netherlands and presented ‘Interprofessional working in the village of Esloo.’ Due to the quality of Team submissions we presented a runner up for the Team Award. This was awarded to Simon Robinson, an Advanced Care Practitioner working in the Beacon Medical Group in Plymouth and he presented ‘An interprofessional educational intervention to support the management of feverish under 6s in primary care.’

The Student Award was awarded to Sirat Lodhi, a medical student from Manchester University and she presented ‘Students as interprofessional learners and teachers: Raising the awareness of the support for young carers in primary care.’

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UK Centre for the Advancement of Interprofessional Education (CAIPE) The Report of the Trustees

The evening of presentations was concluded by a keynote address by Dr Sanjiv Ahluwalia,

Regional Postgraduate Dean for Health Education England London and titled 'Working together for a future beyond COVID'. Again, due to the current pandemic and virtual platform there was increased attendance to normal and the video of the presentations - - - can be seen at: https://www.caipe.org/john horder awards 2020

Student

This group has been delayed in progressing due to changes to leadership of the working group. The aims for 2021/22 are:

Service Users and Carers

This group has continued to evolve contributing to CAIPE Policy development, HEE funded projects and attract membership to CAIPE. The aims for 2021/2022 are:

Many thanks to Emma Smith and Chris Essen for their energy and enthusiasm in taking forward this aspect of CAIPE’s work.

CAIPE Publications and Collaborative Practice Series

The Palliative Care publication is now with the publishers and in the final stages of editing before publication early in the summer. It is a highly accomplished piece of work and highly recommended getting to the heart of person-centred care. Proposals for three further titles in the Collaborative Practice series are progressing with prospective authors focusing on Learning Disabilities; Dementia; and Marginalised and Disadvantaged. The Working Group is in the early stages of exploring interest with partners in developing a workbook on ‘Collaborative Practice in Integrated Care’,

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prompted by the recent White Paper, building on the work of CAIPE colleagues with HEE and in the West Midlands, and looking towards possible opportunities for working with International Foundation for Integrated Care. Many thanks to Hugh Barr, Alison Machin and Maggie Hutchings for their continued endeavours.

This year also saw the publication of CAIPE (2021) ‘Interprofessional Education Handbook: For Educators and Practitioners incorporating Integrated Care and Valuesbased Practice’. This Handbook was designed for busy health and social care practitioners with little time to access or read detailed background material. It focused on helping practitioners develop and implement an IPE event underpinned with relevant theory. Health Education England commissioned CAIPE to evaluate this new IPE Handbook and a series of pilot workshops for practitioners and educators, based on the Handbook and taking into account moves to integrated care. Many thanks to Richard Gray and Jenny Ford for persevering with this work. Other publications achieved for CAIPE are chapters on: 'The CAIPE Journey- Vision, Resilience and Sustainability', Barr, H., Anderson, E., & Pitt, R. in 'Sustainability and Interprofessional Collaboration: Ensuring Leadership Resilience in Collaborative Health Care, (2020), Forman, D., Jones, M., & Thistlewaite, J. (Eds) and in press a chapter 'With, From and About- The Evolution of the UK Centre for the Advancement of Interprofessional Education (CAIPE) by Pitt, R., Bluteau, P. & Hutchings, M. in ' Interprofessional Education and Collaborative Practice- micro, meso, and macro approaches across the lifespan', Khalli, H., & Joosten-Hagye, D., (Eds).

Research

Veronica O’Carroll has been joined this year in June 2020 by Melissa Owens as colead of the Research Working Group. There are twenty-two CAIPE members on the group who are all very inspired and motivated and meet every three or four months. Advanced HE Funding to be used to update the 2014 IPE Review was unsuccessful so they will now explore other funding opportunities to do this. A database for PhD and Masters supervisors has been developed to provide a resource for members. The working group is currently exploring the National Institute for Health Research funding and have three sub working groups exploring this to submit bids for 2022 for: Social Prescribing; Faculty Delivery of IPE and Evidence of Effectiveness.

The aims for 2020/21 are:

Many thanks to Veronica O’Carroll, Melissa Owens and group members for developing information and resources on the website.

Consultancy and Workshops

Firstly, we must acknowledge that on Tuesday 22 December 2020 we mourned the sudden devastating loss of a dear CAIPE colleague, Honorary Fellow and friend Lesley Diack who was co-contributor of this working group. We extend our condolences to Bill and family (Tributes to Lesley from Sundari Joseph, CAIPE Vice Chair and David Smith, Director International Network for Health Workforce can be seen at - - - https://www.caipe.org/resource/January 2021 CAIPE Newsletter.pdf

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UK Centre for the Advancement of Interprofessional Education (CAIPE) The Report of the Trustees

Sundari Joseph and Lesley Diack had created the workshops together and due to the pandemic moved them to virtual workshops via Zoom and delivered their first one to Melbourne University, Australia, who were in a strict lockdown at the time. It was very successful we can now advertise Zoom workshops (see: https://www.caipe.org/expertise)

There is a new workshop on the web page “Supporting Educators and Practitioners in developing and delivering Interprofessional Education for Integrated Care incorporating Values Based Practice” from Richard Gray and Jenny Ford.

The Chinese University of Hong Kong have demonstrated an interest in CAIPE and our workshops and have been sent a PowerPoint presentation to use at their conference.

The workshops we can currently provide are:

Many thanks to Sundari Joseph and Lesley Diack in revising and developing these resources.

Validating IPE/IPCP

This group have recently distributed the survey “CAIPE member consultation on the potential value of UK national standards for the design, management and delivery of IPE” to our corporate members. The group are currently analysing the results and at their next meeting decide on their next steps. News that the Education InterRegulatory group has identified IPE and standards as a priority is of interest and positive that they have recognised this.

Many thanks to Sharon Buckley, Nicola McLarnon, Wendy Leadbeater and Laura Chalmers for leading on this development.

Learning & Teaching

The group have been busy and have had regular communications with various people due to the overall business of the online learning and teaching changes impacted by the pandemic. They have put together a paper and submitted this to several journals, so far without success but they are working on adapting this to take it forward. Dawne Gurbutt as working group lead provided the Guest editorial for the April newsletter. There is much interest from other groups asking about responses to Learning & Teaching and the group will keep in touch with them to encourage them to become CAIPE Corporate members. The group intend to work on developing workshops for Learning & Teaching on the lessons learned and the way IPE is being shaped by the challenges of online learning. Also, the opportunities it has provided as there seems to be a larger engagement with IPE and getting around time tabling constraints and room bookings is easier.

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UK Centre for the Advancement of Interprofessional Education (CAIPE) The Report of the Trustees

Juanjo Beunza has experienced difficulty in engaging over the last year due to the demands of clinical practice due to the pandemic in Madrid.

The scope is clearly very wide so initially the group is focussing on potentially developing three main themes:

Many thanks to Dawne Gurbutt and Juanjo Beunza for leading on this development.

International Liaison

This group originally had a good number of members but they have now lost a few. Amira Chaudhry and Andreas Xyrichis are the only UK based members and timing of meetings is difficult for other members around the world. One of their achievements has been to set up an international page on the COVID-19 page on our website. The group also considered doing a webinar but this was superseded by plans for the CAIPE Symposium which had an international component.

Interprofessional.Global (IP.G) virtual meetings have continued to take place with the Interprofessional.Global Working Groups and Interprofessional Research.Global (IPR.G) developing the global growth of interprofessional education, collaborative practice/working and research (https://interprofessional.global). In particular Interprofessional.Global made the decision to cancel the All Together Better Health X Conference “Cultivating a Collaborative Culture: Sharing Pearls Of Wisdom”, which will now take place in 2023 as ATBHXI hosted by Qatar University, Doha, Qatar. There will now be a virtual ATBHX- Reinvented virtual conference during October and November and delegates who had abstracts accepted for ATBHX will be invited to present during this period and Regional IPECP Networks will host these series of webinars.

A major achievement for IP.G this year has been the approval of statutes/constitution with Dutch registration of IP.G as an Association providing opportunity for formally having bank account, virtual offices and a Board. Also, a further development in March 2020 was the development of monthly virtual Interprofessional.Global Café’s. The purpose of the Global Cafés is to encourage and support the exchange of knowledge and experiences in the global community of Interprofessional Education and Collaborative Practice. The normal format is two presentations. Each presentation has 10 minutes followed by a 20 minute discussion.

IP.G Working Groups meeting virtually:

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UK Centre for the Advancement of Interprofessional Education (CAIPE) The Report of the Trustees

 Awards: InterprofessionalResearch.Global Research Awards named after three incredible World- renowned Interprofessional Education and Collaborative Practice (IPECP) Leaders: 'The Barbara Fifield Brandt Award'; 'The Hugh Barr Award' and 'The John H.V. Gilbert Award'. Dr Hossein Khalili, Co-founding Lead for InterprofessionalResearch.Global presented Barbara, Hugh and John with Distinguished Global IPECP Research Award plaques at the Collaboration Across Borders conference in recognition of their many years of contribution, development, passion research, support and commitment to IPECP.

Corporate Members and Regional Forums

This group supports Corporate Members ensuring a Board Member link and the provision of twice-yearly Corporate Forums. The CAIPE Forum meets in different parts of the UK and provides opportunity for CAIPE Corporate members to present on topical aspects of IPE showcasing their initiatives and for CAIPE to update Forum members on latest developments. Unfortunately, due to the pandemic and the expected ATBHX Conference a Regional Forum was not planned for September 2020.

CAIPE Regional Forum 19th March 2021 hosted by Aston University, Birmingham: ‘IPE in a pandemic: sustainable innovations’.

An excellent informative, interactive programme was presented and the online platform used provided a novel experience of virtual networking! Following a welcome to the Aston CAIPE Forum by Mark Brennan and Dr Wendy Leadbeater, a CAIPE Welcome / headline developments by Richard Pitt – CAIPE Chair and introduction by Aston PVC and Dean of the College of Health and Life Sciences Professor Anthony Hilton there were keynote speakers on the main CAIPE Forum theme of “IPE in a pandemic: sustainable innovations”: IPE at Aston: “IPE and the big IDEA” , Dr Wendy Leadbeater; A reflection on how the pandemic has shaped IPE: “Birmingham’s IPE and COVID-19: adaptations and lessons learned” Dr Sharon Buckley and Dr Christine Hirsch; and “IPE at Leicester: shaped by the pandemic” Professor Elizabeth Anderson and Dr Neena Lakhani; and IPE in the virtual world: “The Deliberative Practice Network”, Professor David Seedhouse and Mark Brennan . The afternoon engaged delegates in breakout discussion groups with three themes of: IPE in an on-line world – expediency or opportunity; Learning from failures in care – what new connections should we be making; and Outcomes matter – measuring success in IPE. The afternoon concluded with three keynote speakers on the beneficiaries of IPE: Exploring Pharmacists' Collaboration in Primary Care by Wendy Dadeboe ; Students’ experiences- Students from Aston and Birmingham Universities; and Patient and public perceptions, by Emma Smith CAIPE Board Member and co-lead Service User & Carer Working Group.

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UK Centre for the Advancement of Interprofessional Education (CAIPE) The Report of the Trustees

Many thanks to Mark Brenan, Wendy Leadbeater and team for hosting and Maggie Hutchings and Sundari Joseph for their commitment to organising and supporting Regional Forums.

CAIPE Honorary Fellows

The CAIPE Honorary Fellows have continued during the year to focus on submitting a research bid to the Dunhill Medical Trust. The deadline is in June 2021 to apply for £300,000 funding on collaborative leadership. This will allow them to develop a series of workshops which CAIPE can run over 3 years. Two aspects of the bid are not quite formalised including a survey of CAIPE members asking for their experience of working in or with Integrated Care teams. They will then look at case studies which will then inform a series of workshops.

Many thanks to Richard Gray, Liz Anderson, Susanne Linqvist, and Dawne Gurbutt.

Funding Opportunity

In March this year CAIPE were approached by the HEE Lead for the National Advanced Clinical Practitioner Programme, Beverly Harden and were successful in submitting a funding bid of £20k to undertake a Scoping Review of interprofessional education, collaborative practice and working (IPE/IPCP) within the HEE Advanced Clinical Practitioner programme. Richard Gray, Jenny Ford and Emma Smith spearhead this funded project with the support of other Board members and CAIPE Fellows reviewing key documents.

EVENTS

Interprofessional Education- competencies, assessment and training IPEcat) Project

This project is led by Professor Marion Huber as chair and Principal Investigator, Zurich University of Applied Sciences, Switzerland (ZHAW-CH), Adeline Paignon (PI, CiS-CH), and Patricia Schwärzler (minutes, project coordinator, ZHAW-CH). The project group has global representation from IPE champions. Andreas Xyrichis and Liz Anderson are part of the working group and I as CAIPE Chair part of the advisory group for this project. They submitted a bid to the Swiss National Science Foundation for funding which was initially refused. Regular virtual meetings have continued through the year and a revised bid is now being submitted and awaiting the outcome of this. The project continues to progress developing study protocol and scoping review revising the research questions.

CAIPE/King’s College London Conference, June 18-20, 2020- Reduction of Harm Through Interprofessional Education and Collaborative Practice , King’s College London.

Due to the COVID-19 pandemic the conference planning team took the decision to postpone this interactive conference to June 2021. Sadly, due to the continued impact of the pandemic the decision to cancel the KCL/CAIPE conference in June 2021 has

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UK Centre for the Advancement of Interprofessional Education (CAIPE) The Report of the Trustees

been reached with the expectation that it goes ahead as a face-to-face event in 2022. The conference planning team wished for an interactive and engaging conference which would not be feasible virtually.

#IPEConnect2020 Campaign- Communication- communication within healthcare, August 2020

Since the appointment of Amira Chaudhry to the Board in 2020 and her lead on the Student Working Group she is commended for her enthusiastic and motivating lead and the #IPEConnect2020 campaign. The campaign was in collaboration with the Aberdeen Student IPE Society and the University of East Anglia Student IPE Society and CAIPE delivered over four consecutive weeks in August via social media. This was an interprofessional education campaign on "communication" exploring communication within the health and social care setting. The campaign included health and social care students, practitioners, patients alongside carers and family members. Each week consisted of different topics alongside a challenge and carried out over twitter, Instagram live and Facebook, using #IPEConnect2020. The campaign explored experiences as a patient or staff member, practitioner between themselves and patients or between themselves and other practitioners, on communication. Different languages and methods of communication were called upon. Mark Brennan, Aston University Corporate Member, has also joined the group and engages enthusiastically. Sundari Joseph, Liz Anderson, Susanne Lindqvist and Laura Chalmers also contributed to the campaign with video clips and I hosted the Quiz Night at the end of the campaign. Many thanks to all that engaged in the campaign which stimulated great interest. We now have four formally organised Student IPECP Societies: Aberdeen IPE Society (Robert Gordon University & Aberdeen University; Knowledge and Skills Exchange, Birmingham University; University of East Anglia University IPECP Society and Cardiff University IPECP Society.

"4th Regional Technical Meeting of Interprofessional Education in the Americas" , 23 -30 November, 2020, whose theme was “Resilient health systems for interprofessional collaboration in the COVID-19 pandemic era: experiences in the Region of the Americas” .

The host country for this meeting was Uruguay. The event jointly organized by the Regional Network for Interprofessional Education in the Americas (REIP) and the Faculty of Nursing of the University of the Republic of Uruguay (UdelaR), was sponsored and supported by the Health Area of this University. With the current circumstances, the meeting was held virtually for the first time and the presentations were made synchronously or asynchronous for which some of the speakers recorded their presentations, which were presented according to the event's program.

The Conference “Guidelines for establishing IPE proposals in the countries of the Americas region with the pandemic COVID-19: beginning to plan the new” was held through previously recorded videos, in which all speakers responded to the premise indicated by the organization of the meeting. Four majors in international IPE references participated in it: Hugh Barr (CAIPE), John Gilbert. (CIHC), Hossein Khalili (IPR.G) and Barbara Brandt (NEXUS). Hugh Barr’s, President

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UK Centre for the Advancement of Interprofessional Education (CAIPE) The Report of the Trustees

of CAIPE, presentation demonstrated the importance that "we can learn from each other in the interprofessional family". He considered that there is a challenge given by the pandemic that knows no boundaries between professions, which creates unprecedented opportunities for collaboration, and that depends on our own survival. Barr also expressed that "the pandemic has generated a cocktail of problems that require collaboration that IPE can contribute", mentioning several areas in which this educational strategy could contribute, informing, advising, without fear that the inclusion of other professions will be diluted.

CAIPE Symposium: ‘COVID-19, a Gift or Challenge for IPE Educators and Practitioners?’ on 27 November, 2020.

Forty-five people attended the virtual CAIPE Symposium to experience six oral presentations and two posters. They participated in a very successful CAIPE Symposium engaging in the presentations and discussion during the day. The virtual platform of Zoom and break out rooms was expertly managed by Sundari Joseph and Maggie Hutchings. The presentations provided an international perspective of the impact of COVID-19 on IPECP.

Presentation on ‘International perspective on Interprofessional Education and Collaborative Practice’, Faculty of Medicine, Hacettepe University, Ankara, Turkey, 7[th] January, 2021.

CAIPE Chair, Richard Pitt was invited to present virtually to 160 medical students on the theme of ‘International perspective on Interprofessional Education and Collaborative Practice’.

International Virtual IPE Debate Webinar, Wednesday, 13[th] January 2021, Qatar University IPE Student Society and CAIPE Students.

A virtual student debate on the Motion: This house believes that governments should make COVID-19 vaccine mandatory, took place between teams of 3 students from Qatar University IPE Student Society and CAIPE. The debate was judged by three judges: Dr. Susu Zughaier, Associate Professor of Microbiology and Immunology, College of Medicine, Qatar University; Dr. John Gilbert, Senior Scholar, WHO Collaborating Centre on Health Workforce Planning & Research, Dalhousie University; and Dr. Nichola McLarnon, Associate Dean for Learning, Teaching, and Quality, School of Health and Life Sciences, Glasgow Caledonian University. The winning team was the Qatar. University, IPE Student Society.

Interrobang?- an interprofessional medical education conference for curious people, 9[th] March, 2021.

CAIPE Chair, Richard Pitt was invited to present at this virtual conference organised by the Clinical Medical Teachers Network and hosted by the Academy of Medical Educators. He presented on ‘The Past, Present and Future of Interprofessional Education to forty-six Clinical Medical Teaching Fellows.

CAIPE Corporate membership launch for Epsom & St. Helier University Hospitals NHS Trust, 25th of March 2021 & Course for clinical advanced practice supervisors.

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UK Centre for the Advancement of Interprofessional Education (CAIPE) The Report of the Trustees

CAIPE Chair, Richard Pitt was invited to present a virtual tour of the CAIPE website to the Epsom & St. Helier University Hospitals NHS Trust, CAIPE Corporate member. Over 100 attendees virtually explored the benefits and resources of CAIPE membership and in particular sponsored logins.

Finally, I'm pleased to announce that the CAIPE Board in February 2021 have appointed Co-Chairs of CAIPE, Professor Elizabeth Anderson, University of Leicester and Dr Angela Lennox, General Practitioner.

Professor Elizabeth Anderson has advanced pedagogical understanding of IPE, practice-based interprofessional learning, interprofessional collaboration (ICP) and faculty development for IPE. Her academic interests are service user and carer coproduction, patient safety and interprofessional simulation. She is currently working as a CAIPE Fellow on interprofessional leadership. Liz has previously been a CAIPE Board member.

Dr Angela Lennox is a GP who in 1995 developed Prince Philip House in Leicester as one of the first pioneering multi-professional Health Care Centres in the UK. She has worked in the Department of Health, NHS and with various government departments and was awarded an MBE and later a CBE for services to medicine and the community. Angela has engaged with CAIPE many times over the past few years.

Angela and Liz on their appointment of Co-Chairs which will bring a new venture to CAIPE in its vision, development, promotion, research, management, leadership and sustainability of interprofessional education and collaborative practice. Liz and Angela have commenced the process of shadowing the current Chair to ensure ease of transition from current Chair to new Co-Chairs and will formally take up the position of CAIPE Co Chairs in July 2021.

Finally, and finally I am indebted to past and present CAIPE Executive and Board Members for their enthusiasm, motivation and constructive criticism that have hopefully enabled me to be an effective and efficient Chair of CAIPE. In particular I’m indebted to the support, guidance and constructive advice of Hugh Barr, CAIPE President.

I’m also extremely grateful to my two Vice-Chairs, Maggie Hutchings and Sundari Joseph who have kept me focused on the here and now and valued for their expertise in developing the transparency and accountability of CAIPE during my term of office ensuring accurate and concise development of CAIPE documents, policy and management of the Board. Indeed, also Pat Bluteau, CAIPE Treasurer for ensuring accurate accounting and expenditure and support as part of CAIPE executive. In particular I could not achieve what I have during my term of office without the support, critical friend and confidant of Emma Beal, CAIPE Administrator.

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UK Centre for the Advancement of Interprofessional Education (CAIPE) The Report of the Trustees

Financial Position

CAIPE’s financial position remains healthy, with surpluses on ordinary activities of £45,390. Membership income increased from £42,012 (2020) to £44,805 this year. Total reserves carried forward at 31 March 2021 were £128,654. Due to covid-19 events and meetings were not possible in person which has saved a very large amount of travel and other incidental expenditure. Total expenditure in the year decreased from £49,002 in 2020 to £22,651.

The trustees are confident that the reserves are sufficient to secure the future of CAIPE and enable further investment in membership activities. The trustees have worked hard in the year to facilitate the work of CAIPE through online meetings and forums, which will continue until the pandemic subsides.

The trustees are satisfied that the financial position will enable them to meet all financial obligations as they fall due for at least 12 months from the AGM in July 2021, as required by charity regulations, and best practice.

Risk Assessment and Public Benefit.

The risks to the organisation, both internal and external are kept under constant review by the trustees. The guidance issued by the Charity Commission regarding public benefit has been considered by the trustees and is taken into account in decision making.

At the time of writing the longer-term effects of the global pandemic are unknown. The bulk of the membership fees are from UK Higher Education Institutions, which may experience income contraction during 2022, in particular. In mitigation of a drop in income CAIPE holds unrestricted reserves of £128,654, which the trustees feel is satisfactory to provide for any future loss of income and invest in the future of IPE. Of the total unrestricted reserve, £34,402 has been designated by the trustees for work reported under “Funded Projects” on page 17 and represents the unspent balance of grants received for work that has been undertaken. A breakdown of the balances can be seen at note 11 page 22

Reserves and Investment Policy

At 31 March 2021, CAIPE had cash at bank balances of £130,114. There are 2 deposit accounts at Lloyds bank. A balance of £10,013 and £76,416, respectively bearing interest at 0.05%. The remaining balance is held on a current account. The trustees are therefore able to access funds as required, whilst maintaining core reserves separately.

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Statement of Trustees Responsibilities

The individuals listed on the charity Information page are trustees for the purpose of charity law.

Charity law requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the CIO as at the end of the financial year and of the surplus or deficit of the charity for the year.

In preparing those financial statements the Board is required to: -

The trustees are responsible for keeping accounting records which disclose with reasonable accuracy at any time the financial position of the CIO and to enable them to ensure that the accounts comply with the Charity SORP. They are also responsible for safeguarding the assets of the CIO and hence for taking reasonable steps for the prevention of fraud and other irregularities.

The trustees are also responsible for the contents of the trustees' report, and the responsibility of the examiner in relation to the trustees' report is limited to examining the report and ensuring that, on the face of the report, there are no inconsistencies with the figures disclosed in the financial statements.

So far as the trustees are aware, there is no material information, of which the company's examiners are unaware.

For and on behalf of the trustees:

Richard Pitt Chairman 29 July 2021

15

UK Centre for the Advancement of Interprofessional Education (CAIPE) Independent Examination

Independent Examiner's report to the trustees of CAIPE

on the accounts of the Charity for the year ended 31 March 2021

I report to the charity trustees on my examination of the accounts of the CIO, CAIPE for the year ended 31 March 2021.

Responsibilities and basis of report

As the charity trustees of the CIO you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011, ("the Act").

I report in respect of my examination of the CIO's accounts as carried out under s145 of the Act. In carrying out my examination I have followed the Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent Examiner's statement

I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe:

  1. accounting records were not kept as required by section 130 of the Act; or

  2. the accounts do not accord with those records.

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Sarah Smith

Mrs Sarah A Smith BSc. (Hons) FCCA FCIE

8 Main Street Cold Overton Oakham

LEICS LE15 7QA 29 July 2021

16

UK Centre for the Advancement of Interprofessional Education (CAIPE)

Statement of Financial Activities

For the Financial Year:

1 April 2020 to 31 March 2021
Income from:
Members subscriptions
Gift aid
Grant: Health Education England
Donations
Consultancy and Workshops
CAIPE Events
Bank Interest
Publication sales and royalties
Miscellaneous income
Total
Expenditure on:
Raising funds
Website maintenance and advertising
Charitable activities
CAIPE Events and Meetings
Scholarships and Awards :John Horder
Publications
CAIPE Workshops
Funded Projects
Governance and Administration
Secretarial incl post and stationery
AGM and Board meetings
Accounting services
Independent examination
Storage Unit
Bank Charges
Total
Net income/(expenditure)
Transfers between funds
Total Funds Brought Forward
Total Funds Carried Forward		 Unrestricted
Funds
2021
£
44,805
375
19,950
567
1,942
0
21
100
281
68,041
2,130
2,130
122
800
4,486
500
1,905
7,813
9,730
784
1,100
360
648
86
12,708
22,651
45,390
83,264
128,654		 Restricted
Funds
2021
£
-
-
-
-
-
-
-
0
-
0
-
-
-
-
-
0
-
-
-
-
-
0
0
0
0
0		 Total
Funds
2021
£
44,805
375
19,950
567
1,942
0
21
100
281
68,041
2,130
2,130
122
800
4,486
500
1,905
7,813
9,730
784
1,100
360
648
86
12,708
22,651
45,390
0
83,264
128,654		 Total
Funds
2020
£
42,012
249
0
0
8,957
1,235
33
122
0
52,608
5,268
5,268
3,325
1,650
5,408
4,543
11,300
26,226
9,616
6,373
1,080
360
0
79
17,508
49,002
3,606
0
79,658
83,264

17

UK Centre for the Advancement of Interprofessional Education (CAIPE)

Balance Sheet

as at 31 March 2021

The assets and liabilities of the charity:
Notes
Current Assets
Cash at bank and in hand
Total Current Assets
Creditors
amounts due within one year
7
Net Current assets
Total assets less current liabilities
NET ASSETS
The funds of the charity:
Unrestricted Income Funds
Designated Funds
11
TOTAL UNRESTRICTED FUNDS
Restricted income funds
TOTAL RESTRICTED FUNDS
TOTAL CHARITY FUNDS		 £
£
130,114
130,114
1,460
128,654
128,654
128,654
94,252
34,402
128,654
0
0
128,654
2021		 £
£
86,424
86,424
3,160
83,264
83,264
83,264
66,907
16,357
83,264
0
0
83,264
2020

Richard Pitt Chairman Approved by the trustees on 29 July 2021

The notes on pages 19- 23 form an integral part of these accounts

18

UK Centre for the Advancement of Interprofessional Education (CAIPE)

Notes to the Accounts For the year ended, 31 March 2021

1 Accounting Policies

Basis of preparation of the accounts

The financial statements have been prepared on a going concern basis, under the historical cost convention and in accordance with FRS 102 as modified by the Statement of Recommended Practice for Accounting and Reporting issued by the Charity Commissioners for England & Wales, effective Jan 2015, and within the provisions of the Charities Act 2011. The particular accounting policies adopted are set out below.

Incoming Resources

Incoming resources are accounted for on a receivable basis where the amount is quantifiable , where legal entitlement has been established and where the receipt of funds is probable. Income will be deferred where appropriate.

In accordance with the Statement of Recommended Practice for Accounting and Reporting (effective Jan 2015) issued by the Charity Commissioners for England & Wales grants received in advance and specified by the donor as relating to specific accounting periods or alternatively which are subject to conditions which are still to be met, and which are outside the control of the charity or where it is uncertain whether the conditions can or will be met, are deferred on an accruals basis to the period to which they relate. Such deferrals are shown in the notes to the accounts and the sums involved are shown as creditors in the accounts

Investment Income

Bank interest received is included on an actual receipts basis.

Resources Expended

Costs are recognised as soon as a legal obligation can be quantified and the trustees consider that crystallisation of the cost is probable.

The policy for including items within the relevant activity of categories of resources expended is that the direct costs of providing services to members; publications, training events and associated travel and other expenses are shown as being the costs of charitable activities.

All other costs are the indirect costs of running the charity and are shown as governance and management and administration. Specific statutory governance costs are shown separately from other administration costs.

19

UK Centre for the Advancement of Interprofessional Education (CAIPE)

Notes to the Accounts (continued) For the year ended, 31 March 2021

Fixed assets and depreciation

All tangible fixed assets, except freehold land and buildings, are stated at cost less depreciation. Freehold land and buildings, where held, are stated at a valuation arrived at by a professionally qualified firm of valuers, who valued the assets on the basis of open market value in current use. Items of less than £500 are not capitalised.

In this Financial year, there are no fixed assets, and no depreciation charge.

Depreciation would have been provided at appropriate rates in order to write off the assets (less their expected residual value ) over their estimated useful economic lives.

Taxation

As a registered charity, the company is exempt from income tax to the extent that its income and gains are applicable to charitable purposes only. Value Added Tax is not recoverable by the company, and is therefore included in the relevant costs in the Statement of Financial Activities

Funds structure policy

The charity maintains a General Unrestricted Fund which represents funds which are expendable at the discretion of the trustees in furtherance of the objects of the charity. Such funds may be held in order to finance both working capital and capital investment.

Restricted Funds may be provided, from time to time, to the charity for particular purposes, and it is the policy of the board of trustees to carefully the monitor the application of those funds in accordance with the restrictions placed upon them.

Designated Funds are those unrestricted income funds applied by direction of the trustees for a specific purpose (s).

2 Going Concern

The charity is able to pay it's liabilities as they fall due, has no significant contingent liabilities or post balance sheet events that contradict this view and has sufficent reserves to operate for at least 12 months from the signature date of these accounts.

3 Winding up or dissolution of the charity

If upon winding up or dissolution of the charity there remain any assets, after the satisfaction of all debts and liabilities, the assets represented by the accumulated fund shall be transferred to some other charitable body or bodies having similar objects to the charity.

20

UK Centre for the Advancement of Interprofessional Education (CAIPE)
Notes to the Accounts
(continued)
For the year ended,
31 March 2021
2021
4 Surplus for the financial year:
£
This is stated after crediting:
Revenue turnover from ordinary activities
68,041
and after charging:
Independent Examiners fees
360
2021
£
5 Events
CAIPE Events and Meetings
External Meeting Attendance
0
Working groups: students
122
CAIPE Symposium
0
Corporate Forums
0
Executive and Task Groups
0
Sub total
122
CAIPE Workshops
University of Newcastle
0
Univeresity of Worcester
0
Melbourne University
500
500
Funded Projects
IBE/VBP
0
HEE (Scoping, South and Midlands)
1,905
Sub total
1,905
6 Investment Income
2021
£
Bank deposit interest paid
21
2021
7 Creditors: amounts falling due within one year.
£
Trade creditors
(2021) Accountancy and IE
1,460
1,460		 2020
£
52,608
360
2020
£
312
0
2,307
706
0
3,325
2,897
1,646
0
4,543
1,259
10,041
11,300
2020
£
33
2020
£
3,160
3,160

21

UK Centre for the Advancement of Interprofessional Education (CAIPE)

Notes to the Accounts (continued) For the year ended, 31 March 2021

8 Profit and Loss Account
At 31 March 2020
Surplus (Deficit) for the year
At 31 March 2021		 2021
£
83,264
45,390
128,654		 2020
£
79,658
3,606
83,264

9 Trustees remuneration and expenses.

Professional fees were paid to trustees as follows:
D Gurbutt
S Joseph
R Pitt		 2021
£
175
250
675
1,100

In addition a total of £72 (2020, £4,089 to 5 trustees) was paid to 1 trustee for travel accomodation and subsistence being a refund of out of pocket expenses for attendance at meetings and events.

There were no other related party transactions (2020: nil)

10 Restricted Funds

There are no restricted funds at 31 March 2021

11 Movement on Designated Funds

Opening Balance
Income
Expenditure
Closing Balance
31 March 2021		 HEE Scoping
HEE South
HEE
IPE/VBP
Project
Project
Midlands
16,357
0
12,224
180
3,953
19,950
0
0
0
1,900
5
0
0
34,402
18,050
12,219
180
3,953

12 Liability on winding up the CIO

If the CIO is wound up, the members of the CIO have no liability to contribute to its assets and no personal responsibility for settling its debts and liabilities.

22

UK Centre for the Advancement of Interprofessional Education (CAIPE)

Notes to the Accounts (continued) For the year ended, 31 March 2021

13 Comparative table:

2020 Statement of Financial Activities , showing the analysis of funds

Income from:
Incoming resources from generated funds
Members subscriptions
Gift Aid
Workshops
CAIPE Events
Bank Interest
Publication sales and royalties
Total
Expenditure on:
Raising funds
Website maintenance
Charitable activities
CAIPE Events and Meetings
Scholarships and Awards: John Horder
Publications
CAIPE Workshops
Funded Projects
Governance and Administration
Secretarial incl post and stationery
AGM and Board Meetings
Accounting services
Independent examination
Bank charges
Total
Net income/(expenditure)		 Unrestricted
Restricted
Total
Funds
Funds
Funds
2020
2020
2020
£
£
£
42,012
-
42,012
249
-
249
8,957
-
8,957
1,235
-
1,235
33
-
33
122
-
122
52,608
0
52,608
5,268
-
5,268
5,268
0
5,268
3,325
-
3,325
1,650
1,650
5,408
-
5,408
4,543
-
4,543
10,670
630
11,300
25,596
630
26,226
9,616
-
9,616
6,374
-
6,374
1,080
-
1,080
360
-
360
78
-
78
17,508
0
17,508
48,372
630
49,002
4,236
-630
3,606

23