CAIPE Centre for the Advancement of Interprofessional Education Registered Charity Number 1065062 UK Centre for the Advancement of Interprofessional Education REPORT AND STATEMENT OF ACCOUNTS Year ended 31 March 2024 15th November 2024
CAIPE ANNUAL REPORT AND STATEMENT OF ACCOUNTS (2023 - 2024) UK Centre for the Advancement of Interprofessional Education (CAIPE) REPORT AND STATEMENT OF ACCOUNTS Year ended 31 March 2024 Contents Page l. Administrative details of the charity and Its trustees 3 2. The Co-chairfs Report 3. About CAIPE 4. CAIPE'S Strategic Prioritles 5. Highlights from the Strategic Priority Groups 6. The Journal of Interprofessional Care 7. Organisational Development 12 13 8. Future Plans 15 9. Financial Position and Treasurerfs Report 10. Statement of Trustees. Responsibilities 16 18 11. The Independent Examinerfs Report 12. Statement of Financial Activitles 19 20 13.The Balance Sheet 21 14. Notes to the accounts 22
CAIPE ANNUAL REPORT AND STATEMENT OF ACCOUNTS (2023 - 2024) UK Centre for the Advancement of InterprofessionalEducation ADMINISTRATIVE DETAILS OF THE CHARITY AND rrs TRUSTEES CHARrrABLE INCORPORATED ORGANISATION (CIO) President Prof Hugh Barr Jolnt Chair Prof Elizabeth Anderson and Dr Angela Lennox Scholarship & Strategy Team Dr Pat Bluteau Dr Sharon Buckley Prof Dawne Gurbutt Prof Susanne Lindqvist Treasurer Dr Pat Bluteau Trustees Dr Sharron Blumenthal Dr Sharon Buckley Mark Dexter Prof Federico Farlni Dr Aoife Fleming Prof Richard Kyle Dr Veronica O'carroll Dr Melissa Owens Dr Vikki Park Susan Plows Senior Lerturer Emma Pope Assoc. Prof Alison Power Dr Sivaram Shanmugam Emma Smith Dr Andreas Xyrichis Contact Information The CAIPE Administrator admin W: FNWW.CAIPE.org cai e.or Independent Examiner Mrs Sarah A Smith PgDip. BSC. FCCA. FCIE. Temple House 8 Main Street Cold Overton Oakham LEICS LE15 7QA Bankers Lloyds TSB 25 Castle Grove, Portchester Fareham PORTSMOUTH P016 9NY Charity Registration Charity Registration Number 1065062 Governlng Document CIO - Association, 20 May 2020
CAIPE ANNUAL REPORT AND STATEMENT OF ACCOUNTS (2023 - 2024) With increasingly complex patient needs, combined with the challenges of health and social care delivery, under unprecedented demand, there has never been a more Important time for CAIPE to support professional bodies, educational institutions and healthcare providers who mandate for interprofessional learning. Dellvering safe, integrated care requires teams who can work and learn together. We have known for some time that interprofesslonal education can offer these competencies. The importance of effettive team working for safe care was relnforced by Prof Mary Dixon-woods in her address to the 2023 CAIPE AGM. CAIPE, with Its volunteer trustee board and broad membership, is uniquely placed to support our stakeholders; we take immense pride in being evidence-based and solution-focused as we support and inspire our stakeholders to work together to deliver interprofessional education. CAIPE commenced this year with a focus on the delivery phase of its strategy through its four priority groups. Good progress has been made, with the outcomes described on pages 7 - 1 l of this report. CAIPE played a pivotal role in supporting the NHS England's Maternity Programme in response to the Ockenden Report. In February, CAIPE members contributed to two national meetings which aimed to strengthen interprofessional learning in obstetric and neonatal practice, with a focus on prattice-learning. The initiative also aims to expand interprofessional education in the pre-registration period to develop IPE competencies from the start of training. In July, CAIPE was invited to give the keynote address for the Health Improvement Wales conference. HEIW has mandated for interprofessional education to form 20 % of all pre-regi5tratlon healthcare programmes. Members of the CAIPE board are supporting this work. CAIPE publications have continued, with three papers forthcoming on the importance of interprofessional education to support integrated care. These papers consider relevant education to prepare todays, practitioners for person-centred care along integrated patient care pathways. as follows: I: Maggie Hutchings, Elizabeth Anderson: 'Learning about change and changing practice: the response for interprofessional education to integrated care. set: Reimagining interprofessional learning for integrated prartice Paper I: Hugh Barr, Elizabeth Anderson, Maggie Hutchings. Understanding Integrated Care. Journal of Interprofessional Care DOI 10.1080/13581820.2024.2405550 Paper 2: Hugh Barr, Elizabeth Anderson, Maggie Hutchings: Interprofessional Learning to Integrate Care: Organic, Strategic and Systemic Responses to Change. Journal of Integrated Care. DOI 10. 1080/13561820.2024.2405556 Paper 3: Hugh Barr, Elizabeth Anderson, LeeAnn Fenge, Maggie Hutchings: Relmaglning interprofessional learning for integrated practice: Social work and integrated care. Joumal of Integrated Care DOI: 10. 1080/13561820.2024.2405552
CAIPE ANNUAL REPORT AND STATEMENT OF ACCOUNTS (2023 - 2024) In November, four CAIPE board members attended the Interprofesslonal.Global (IP.G) meeting in Doha, Qatar, which aimed to strengthen global alliances. The meeting preceded the biannual 'AII Together Better Health Conference XI,. CAIPE awarded the Scott Reeves prize for the best conference abstratt. CAIPE members continue to support the partnership and working groups of IP.G. CAIPE contlnues to work with Royal Society of Medicine (RSM) on the John Horder student and professional team awards. There was a strong field this year with the winners presenting at the RSM in September 2024. r Team Aw inn Title.. Interprofessional collaborative prartice in old age psychiatry Team: Rochford Hospital, Southend-on-sea The J hn H rder Student T amAw Winn Title: Project UGHT; Leicester Initiative Good Health Team Student team: University of Leicester Over the past year, the charity has focused internally to strengthen its governance infrastrurture (see pages 13-15). In August, trustees undertook a deep dive into risks to produce CAIPE'S first comprehensive risk register. This has enabled CAIPE to prioritise Its actions based on a scored risk and evidence-based mitigation. Although the accounts show healthy reserves, we are under no illusion about the financial challenges ahead. CAIPE is a membership charity, dependent on higher education institutions, health and care providers and individual subscriptions, at time when many universities and trusts are operating under financial pressures, Sustaining and growing our membership is our highest risk and fundamental to our future success. Artions to mitigate the risk are already taking shape. CAIPE has now reached an excellent stage of organisational development and can, in the assurance of its handling of charity governance matters, move forward with its strategy delivery. The trustees are confident that the full implementation of the CAIPE strategy, supported by the new governance infrastrurture, will facilitate the growth of membership and expansion of income streams to mitigate the deficit experienced this year. We would like to acknowledge the wisdom and guidance provided by our president Hugh Barr and the Scholarship & Strategy subcommittee, the advice from our treasurer, Pat Bluteau, the board for their continual support throughout the year. and our CAIPE administrator, Emma Beal. We would also like to thank our board colleagues who have come to the end of their second term of office in the past year, namelyi Dr Sharon Buckley, Emma Smith, and Dr Andrea5 Xyrlchls. We warmly welcomed the following trustees: Dr Veronica O'carroll, Dr Aoife Fleming, Dr Sharron Blumenthal, Prof Richard Kyle, Mark Dexter, Dr Slvaram Shanmugam and Prof Federico Farini. They have lost no time in engaging with the priority groups and subcommittees in the operation of the charity and the delivery of the CAIPE strategy. Pmfessor Liz Anderson and Dr Anoela Lennox Co-chair, CAIPE
CAIPE ANNUAL REPORT AND STATEMENT OF ACCOUNTS (2023 - 2024) The UK Centre for the Advancement of Interprofessional Education (CAIPE) was founded in 1987 as a scholarly membership organisation. It is a charity overseen by a board of trustees led by a co-chair. Trustees include senior academics, health and social care practitioners and service users. Its membership includes over 30 Higher Education Institutions, NHS Organisations, individual prartitioners, students• patients, and carers. Its scope of practice is the UK, but CAIPE is a founding member of Interprofessional Global (IP.G). ta -CAIPE is a scholarly organisation that works nationally and internationally to generate, synthesise and translate the eviden base for best practice in interprofessional education and collaborative prattice. It does this in order to influence health and social care policy for the improvement of health outcomes for all." IPE Ila orates with. UK and International Higher Education Institutions. Health and social care organisations. uc Ip Guidelines and principles for policymakers and practitioners. Advises public bodies within the Natlonal Health Service. IPE establi he The globally accepted definition of interprofesslonal education (1997). The 'AII Together Better Health Conference,, now the leading international conference for interprofessional education and collaborative practice, taking place every two years and attratting over 1,000 scholar5. ribut AIPE The Journal of Interprofessional Care, the official journal of CAIPE and the leadlng Internatlonal Journal for interprofessional education and collaborative practlce, with a 5-year irnpatt factor Of 2.8. IP.G the global voice of interprofe5sional educatlon and collaboratlve prattice. International initiatives, such as the World Health Organisation's "Framework for Action on Interprofessional Education & Collaboratlve Prattice" (2010). IPE ati nsin Recen Interprofesslonal Education Handbook for Educators & Practitioners (2021). the Collaborative Prartice Series (CAIPE Blackwell and CAIPE Routledge - 10 book titles) Publishing Collaboratlon: Blackwell & Routledge CAIPE. CAIPE Interprofessional Education Guidelines (2017). Reimagining interprofessional learning for integrated practice. Journal of Interprofesslonal Care (2024).
CAIPE ANNUAL REPORT AND STATEMENT OF ACCOUNTS (2023 - 2024) Ip In 2022, following stakeholder consultation, CAIPE'S strategic plan (2022 2027) was published. Its findings reaffirmed that CAIPE should pursue its evidence-based support and guidance to promote and sustain the growth of interprofessional education and collaborative practice, and influence health and soclal care policy for the improvement of health outcomes for all. Four prlorlties emerged from the consultatlon: Priority I: Research Generate and synthesise the evidence base for best prartice in interprofessional education. Priority 2: Standard Setting Develop CAIPE standards for the design, development. management, and delivery of interprofessional education. Priority 3: Faculty Development Support higher education institutions and other educational organisations through departmental, curriculum and assessment guidance. Prlority 4: Translation Of Evidence into Prartice Work to influence UK health and social care policy for the improvement of health outcomes for all, guided by international best prattice. Achieving CAIPE'S Priorlties: CAIPE recognises that achievement of these prloritles requires engagement from; members, who include patients, students. academicsi practitioners, and corporate organisations, worklng locally, nationallyl and Internationally; priority groups who co-produce the implementation plan and lead delivery; regulators and partners who will be invited to engage in the delivery and outcomes of the strategic priorities. CAIPE is also working to enhance effective mechanisms for communication between stakeholders. This includes ongoing development of the CAIPE webslte and related social media platforms to ensure that they a effertive vehicles for dlssemsnation of CAIPE'S outputs. Priority l - the CAIPE Research Prlority Group Co-led by Drs Vlkki Park and Andreas Xyrichis. The purpose of the group is to pursue research bids, host peer/supportive writing groups, and publish articles. Our artion points set for this year were to: l. Review and Consolidate Past Activities: Conduct a thorough review of the group's previous activities and achievements in research, writingi and pubiicatlons. Identify key learnings and successes to build upon.
CAIPE ANNUAL REPORT AND STATEMENT OF ACCOUNTS (2023 - 2024) 2. Assess Current Progress across Subgroups: Collaborate with subgroups within the previous CAIPE research working group to gauge the status of ongoing projects. Ensure that everyone is aligned with the group's objectives aligned to the CAIPE Strategy. Establish membership of the newly formed CAIPE Research Priority Group. 3. Define Clear Strategic Objertives. Work together with CAIPE Research Priority Group members to outline specific, measurable, and time-bound objettives for the group's future. Prioritise objectives that align with CAIPE'S mission and goals. 4. Research Funding Applications: Explore opportunities for research funding applications in the field of interprofessional education. Identify potential sources of funding, deadlines, and requirements. 5. Update the UK Evaluat5on of Interprofessional Education: Continue and expand on the early work related to evaluating interprofe5sional education across the UK. Establish a clear timeline and milestones for this project. In this first year, the prlmary focus of the research group has been to consolidate its previous activities, gain a comprehensive understanding of the progress within its various subgroups, and outline strategic objectives for the futu. The first two action plan points above have been achieved. Attion plan points three to five will continue into the next year as the newly formed Research Priority Group members begin to make plans to operationalise the goals set. The Nottingham CAIPE Forum hosted a Research Priority Group workshop in which participants identified areas of work for the priority group to consider. People who expressed an interest in joining the group have been contarted, and CAIPE zoom meetings are planned for the comlng year. Of particular interest is expanding the group's experience and exposure in research funding applications, with a specific emphasis on updating the previous evaluation of IPE in the UK. Aligned to this goal, a funding application for an NZHR call was led by Andreas and Klngs College London, and CAIPE colleagues. The study proposed a UK-wide exploration of IPE within health and social care environments. Unfortunately, whilst feedback was positive, the competitive bid was unsuccessful. The group will now convene and strategise on how best to proceed and will utilise CAIPE resources for ensuring success, including plannlng an away day to set goals and reflne the group's operational plan ft)r 2025. This comprehensive approach aims to further the group's impart in the field of interprofessional education research, nationally and intemationally.
CAIPE ANNUAL REPORT AND STATEMENT OF ACCOUNTS (2023 - 2024) Priority 2 - the CAIPE Standards Setting Priority Group Led by Dr Sharon Buckley with the membership of Prof Liz Anderson, Mark Dexter, and Dr Sivaram Shanmugam, the purpose of the group is to develop CAIPE standards for the design, management, and delivery of pre-registration interprofessional education. The group was reconvened following the board away day in January 2024. Since January 2024, the group has made excellent progSS in achieving Its purpose, including: Holding 2 x one-day writing retreats to draft the standards statements (April 2024). Assernbly of an advisory committee of external stakeholders that includes representatives from all the major UK Professional Regulatory Statutory Bodies, as follows: o NHS England, Social Work England, NHS Education Scotland, Health Education and Improvement Wales, o Northern Ireland Medical and Dental Training Agency, o Nursing and Midwifery Councll, General Medical Council, o General Pharmaceutical Council, General Dental Council (tbc) Health and Care Professions Council, Councll of Deans of Health, Royal College of Surgeons of Ireland, Academy of Medical Educators. o Polnt of Care Foundatlon. Holding a consultation meeting wlth the advlsory committee members (September 2024). Revlew of feedback from advisory commlttee members (September 2024). Preparation of the revised standards statements document (October 2024). Next steps are to: Obtain feedback on the standards statements from an international expert in p-regiStrat10n IPE (Prof Jill Thistlethwaite). Obtain the support of advisory committee members for the revised standard5. Circulate the revlsed draft standards to board members and at the CAIPE Annual General Meeting We anticipate that the statements will be available for pilotlng wlth a sample of education provlders In early 2025.
CAIPE ANNUAL REPORT AND STATEMENT OF ACCOUNTS (2023 - 2024) Prlorlty 3 - the Faculty Development Priority Group This year has seen a change in co-leadership with Assoc Prof Alison Power stepping down, replaced by Dr Sharron Blumenthal. Dr Melissa Owens has remained as the second co-lead. In addition, the group has grown to 16 members. Four strands of work have been developed, each relating to the CAIPE Strategy, as follows: SLLLOne'. Facilitate the understandingi interpretation, and implementatlon of CAIPE standards for interprofessional education. The focus is on IPE strategy and curricula development, and course design. To date the group have collated the presentations from previous CAIPE workshops and have created a single presentation on IPE strategy with a view to this being used as a 'reusable learnlng resource. going forward. In addition. Assoc Prof Melissa Owens has co-led a CAIPE workshop with Prof Liz Anderson on developing an IPE strategy for Cork University. Clarify the skill set required of the interprofessional educator. The focus is on (i) the creation of a survey on what are considered to be the qualities and skills needed for IPE facilitatlon, (li) undertaking a literature review on IPE facilitation skills, and (iii) reaching out to experts in the field to elicit their views. The group's Intention 15 to create a CAIPE Kitemark 'IPE Facilitator Training Package,. Currently, the group is involved in a number of artivities, including use of the new 'CAIPE-Connect' on LinkedIn to ask global experts to offer their views on the important skills of IPE facilltators. The group has also been developing questlons for a survey for distribution to all Higher Education Institutes (HEIS) to seek their views on the skills needed for both student and 'experts by experience, facilitators. Stran brel: Create guidelines for the curriculum and interprofesslonal course struttures. The focus is on: A literature review relating to training content. On completion of the Ilterature review. a facilitator 'training concept map, has been developed that identified aspects of facilitator training needs in terms of themes within the literatu. A mapping exercise is underway looking at NEXUS resources that could potentially support facilltator trainingi thls is being linked to the training concept map. A further mapping exercise is planned to review CAIPE reSoUrS for facilitator training. A survey has been developed to explore the cUrnt training provision for IPE facilitation training within the UK. This considers training provision, training content and facilitator skills development (linked to strand 2). The survey also explores HEI awareness of and level of interest in CAIPE workshops for facilltator training provision. The next stage is a pilot of the survey and post feedback this will be distributed to HEIS across the UK. 10
CAIPE ANNUAL REPORT AND STATEMENT OF ACCOUNTS (2023 - 2024) The outputs from Strands 2 and 3 is the development of faculty training package to support IPE facilitation, available within the next 12 months. trand Fo r: Provide guidance on assessment strategies for interprofessional education. Work is yet to commence on this Strand. In addition, the co-leads have reviewed the advertising of the CAIPE Workshops on the CAIPE website and have been working wlth the Marketing & Communications Subcommittee to explore publicislng these more widely and through different social media plattorms. Prlority 4 - the Translating Evidence into Practice Priority Group Co-led by Mrs Suzy Plows and Mrs Emma Pope. The purpose of the group is work across UK HEI'S and external stakeholders to encourage the implementation of Interprofessional Education and Collaborative Prartice. Over the first year we have focussed in the following areas: hin th Aw The group spent time with Professor Hugh Barr exploring his concepts and ideas for the award. Following on from this we have developed the criteria on which applicants to the award wlll be Judged. The aim is to ft)rmally open the award for application in early 2025. En Inter ewi Health Edu tion Im nd Collaborative Pr rtic Members of the group worked alongside other CAIPE members to facllltate Interprofessional perspectives during group workshops organised by NHS England following the release of the Ockenden and Kirkup Reports. rovem HEIW ducatlon The group have been exploring ways that CAIPE can support HEIW'S implementation of a Wales wide Interprofessional Education Strategy. CAIPE was invited to deliver a keynote speech during the inaugural Interprofessional Placement conference. vin ns for th ar Present the inaugural winners of the Hugh Barr Award. Develop clear objertives to allow the group to outline how we will work with other priority groups to explore the Implementation of CAIPE Standards. Develop clear objertives for the group to engage wlth students across the UK to develop as competent Interprofessional Practitioners. 11
CAIPE ANNUAL REPORT AND STATEMENT OF ACCOUNTS (2023 - 2024) The officialjournal of CAIPE The Journal of Interprofessional Care continues to be the leading publication for high-quality scholarship in the field of interprofessional care, covering both education and collaborative practice. The journal's reach expands year on year, as reflected In the publisherfs annual report. Submissions now come from over 50 countries, with over 1,000 manuscripts processed annually, and the journal achieving more than 600,000 downloads per year. It is one of the most robust and rapidly growing journals within the Taylor & Francls portfolio. Members of CAIPE benefit from their association with the journal through opportunities for publicationi peer review, and editorial board membership. The journal also contributes financially to the John Horder Award and the 'AII Together Better Health, (ATBH) conference research award, both of which are issued in collaboration wlth CAIPE. CAIPE members further benefit from a significant discount on Journal subscriptions, available in both digital and print forniats. Cross-promotional marketing opportunities also play a key role in extending CAIPE'S international reach and demonstrating its commitment to supporting high-quality scholarshlp. The Journal of Interprofessional Care is the leading publlcation for high- quality scholarship in interprofessional education and collaborative practice. The journal's global reach continues to grow, as noted in the publisher's annual report: Submisslons from over 50 countries. Processes over 1,000 manuscripts per year. Receives more than 600,000 downloads annually. CAIPE member5 beneflt from thelr assoclatlon with the journal, which offers: Opportunities for publication. Peer review involvement. Editorial board membership. The Journal contrlbutes financially to: The John Horder Award. A research award for the 'AII Together Better Health, (ATBH) conferences, in collaboration with CAIPE. CAIPE members receive a significant subscription discount for the journal. in both digital and print fomiats. Cross-promotional marketing opportunities enhance CAIPE'S international presence and demonstrate its commitment to supporting high-quallty scholarship. 12
CAIPE ANNUAL REPORT AND sfATEMENT OF ACCOUNTS (2023 - 2024) Over the past 12 months, CAIPE has focused on its commitment to strengthen its governan arrangements. Aligned to the Charity Commission's code of govemance, trustees supported the establishment of the following organisational structure: CAIPE CHARITY STRucfuRE CAIPE Admlnlstratlve Su Chalr Scholarshlp & Strategy Prlorlty Grp Presldent 4 Truste¢ Board Mark•tlng and Communlctk•n• Stsndard¥ Prborlty fjrnup alty Oev•M>pmMt Pvlorlty FIn0e. Rl•k & Governance embers Evld•nc• Into Practlc• Prlorlty Group The Scheme of Delegation & Reservation of board authority has been developed and approved by the trustees. The Scholarship and Strategy subcommittee provides strategic leadership to CAIPE The subcommittee lead5 on: the connectivity and profile of CAIPE'5 work acros5 the UK and internationally j the overslght the delivery of the CAIPE strategy; the recruitment process for the president, chair, trustees, CAIPE associates and paid staff; the induction process for new twstees; and succession planning. The committee additionally undertakes: annual reviews of board trustees and associates and paid staff; review of the Mission Statement, Values and Professional Conduct; strategic oversight for the delivery of regional and national CAIPE conferences and events in conjunction with the priority groups; reviews and make recommendations on strategies and policies. and undertakes any CAIPE investigations. 13
CAIPE ANNUAL REPORT AND STATEMENT OF ACCOUNTS (2023 - 2024) The Finance, Rlsk & Governance subcommittee provides assurance that CAIPE is governed, risks are managed and there is compliance with the Charfty Commission regulations and legal requirements. This subcommittee leads on: risk management. financlal oversight of CAIPE'S operations; the effectiveness of governance arrangements; budget settlngi and the annual report and statement of accounts. The committee additionally: revlews of the scheme of delegation & servatIon of board authority; determines remuneratlon and conditions of service for CAIPE'S administrative support, within the approved policies and budget; and revlews and make recommendations on policies reserved to board. The role of the Marketing & Communications subcommlttee is to ensure that CAIPE'S brand awareness is raised through a programme of social media networks, marketing materials, website enhancements, campaigns, events, PR releases and stakeholder communications. The aim is to sustain CAIPE as a nationally and internationally recognised leader in IPE and collaborative prartice. The subcommittee leads on: the marketing and communication strategyi marketing, promotional and communication resources and the website; and commissioning of external agencies to enhance the profile of CAIPE. Priority groups were established from the outcomes of the CAIPE strategy consultation; their role is to collectively deliver the strategy. Priority group overarching responsibilities a. to work closely with the marketlng & communications subgroup to ensu proactive promotion of CAIPE'S Strategy dellveryi to seek support from the scholarship & strategy subcommittee and any other Individuals to support the successful delivery of CAIPE'S strategy; to ensure that the views of students, patients, service users, carers and members are represented In each group: to align and adhere with the CAIPE equality, diversity & inclusion pollcy; to be cognisant of NHS national policy drivers which seek to propel interprofessional learning and collaborative prartice; and to request financial support and fvnding bids to facilitate delivery. 14
CAIPE ANNUAL REPORT AND STATEMENT OF ACCOUNTS (2023 - 2024) Policies & Procedures The following policies and procedures were approved by the trustees: Annual Board Performance and Trustee Review Policy. Complaints Policy. Conflict of Interest Pollcy. Data Protection Policy. Equality, Diversity & Inclusion Policy. Expenses Policy. Reserves Policy. Risk Assessment Policy. Trustee Recruitment Policy. The priorities of CAIPE over the next twelve months are four-fold: l. Provide ongoing support to the four priority groups in the delivery of the CAIPE strategy. 2. Continue to invest in CAIPE'S organisational development and govemance arrangements. 3. Facllitate the Marketing & Communications subcommittee to raise awareness of the work and impact of CAIPE across HEIS and cllnical settings. 4. Strengthen support given to IP.G to facilitate its sustalnablllty and global impact. Members of the Strategy & Scholarship subcommittee are now formally provldlng strategic advice, expertise, and networking to each priority group. The newly established Finance. Risk & Govemance subcommittee wlll continue to report to the board on governance matters and ensure that CAIPE 15 complying with the requirements of a registered charity. The development of the risk register will guide CAIPE in prioritising its organisational activities, beginning with a deep dive into membership, scheduled for December 2024. The treasurer wlll explore the rlsks and benefits of transferrfng reserrfe3 to the Charity Banking Service, in line with the newly developing CAIPE Treasury Policy. The aim is to achieve efficient and ethical returns on CAIPE investments, whilst maintaining the values of CAIPE. A procedure manual detailing all CAIPE tasks and events will also be developed to support SucsSIon plannlng of the adminlstratlve role. Additionally, the following policies are currently under development: Membership Policy. Pricing & Procurement Policy. Remuneration and Fundlng Policy. Social Media Policy. 15
CAIPE ANNUAL REPORT AND STATEMENT OF ACCOUNTS (2023 - 2024) In the financial year to 31 March 2024 there was a deficit on ordinary activities of £5,993 (2022: surplus £18,242). Membership income has dropped back to similar levels to 2022, £31,508 being 10.7% less than 2023 (£35,289). Investment income on surplus funds has shown considerable growth with from £211 to £1,190 in 2024. This is due to the increase in interest rates on the accounts held from a maximum of 0.7 % seen in the previous financial year to 1.3% this year. Total reserves brought forward at l April 2023 were £160,895. Charitable attivities expenditure has increased this year to £16,427 (2023: £3,780). In particular, repSentativeS of CAIPE attended several Conferences, see note 51 p.24 with associated costs of £6,119, 2023: £0. Governance and Administration costs increased from £19,095 to £19.914 which is an uplift of 4.3% and reflects general cost of living increases. The total reserves remaining at 31 March 2024 are £154,902. The trustees are confident that the reserves are sufficient to secure the future of CAIPE and enable further investment in membership activities. 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 November 2024, as required by charity regulations, and best practice. Rlsk Assessment Jnd Publlc Benefit The risks to the organisation, l)oth intemal 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 tlme of wrltlng the longer-term efferts of economic uncertainty caused by the global pandemic and two wars are unknown. The bulk of the membership fees are from UK Higher Education Institutions, whith may experlence income contrartlon for the foreseeable future. In mltigation of a drop in income CAIPE holds unrestritted reserves of £154,902, whlch the trustees feel is satisfactory to provide for any future loss of income and invest in the future of IPE. Of the total unrestrirted reserve, £34,329 has been designated by the trustees for work reported under "Funded Projects" and there is a reconciliation of these remaining balances on page 25. These represent the unspent balance of grants already received. 16
CAIPE ANNUAL REPORT AND STATEMENT OF ACCOUNTS (2023 - 2024) Reserves and Investment Policy This year has seen the introduction of a reserves policy and guide which Is timely addition to CAIPE policy portfolio and has consolidated our approach to the expectations of the Charity Commission in the management of the charity's reserves by: Actlng in the interests of CAIPE and its beneficiaries Protecting and safeguarding the assets of their charity Acting with reasonable care and skill Ensuring the charity is accountable At 31 March 2024, CAIPE had cash at bank balances of £156,376. There are 2 deposit accounts at Uoyds bank. A balance of £10,140 and £102,745. Both accounts are now bearing Interest at 1.3 % which is a significant increase on previous rates which were at a maximum of 0.70/0 the previous year. The remaining balance is held on a current account. The trustees are therefore able to access funds as required, whilst maintaining core resen4es separately. 17
CAIPE ANNUAL REPORT AND STATEMENT OF ACCOUNTS (2023 - 2024) Statement of Trustee Responslbilities CAIPE trustees are collertively responsible for preparing the trustees, report and the financial statements, in accordance with 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 these financial statements the Board is required to: select suitable accounting policies and then apply them consistently; make judgements and estimates that are reasonable and prudent; prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charity will continue in business. and state whether applicable accounting standards and statements of recommended practice have been followed, subject to any material departures disclosed and explained in the financial statements. 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 asgets of the CIO and hence for taking reasonable steps for the prevention of fraud and other irregularitie5. 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. In 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: Prof Elizabeth Anderson CAIPE Co-chair ngela Lennox CAIPE Co-chair 18
CAIPE ANNUAL REPORT AND STATEMENT OF ACCOUNTS {2023 - 2024) UK Centre for the Advancement of Interprofessional Education (CAZPE)Independent Examination Independent Examiner's report to the trustees of CAIPE on the accounts of the Charity for the year ended 31 March 2024 I report to the charlty trustees on my examination of the accounts of the CIO, CAIPE for the year ended 31 March 2024. Responsiblllties and basis of report As the charlty 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 respett of my examination of the CIO'S accounts as carried out under s145 of the Act. In carying out my examination I have followed the Dlrettlons glven by the Charity Commission under section 145(5)(b) of the Act. Independent Examiner's statement I have completed my examination. I confimi that no matters have come to my attention In connectlon with the examination giving me cause to believe: l. accounting records were not kept as required by settion 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 A Smith MSC. BSC. (HONS). FCCA.FCIE. 8, Main Street Cold Overton Oakham LEICS LE15 7QA September 2024 19
CAIPE ANNUAL REPORT AND STATEMENT OF ACCOUNTS (2023 - 2024) UK Centre for the Advancement of Interprofessional Education (CAIPE) ststement of Financial Activities For the Financial Year: l April 2023 to 31 March 2024 Funds uftd• Fund• 2023 Income from: Members subscriptions Glft ald Consultsncy and Workshops John Horder Award Bank Interest Publicatlon sales and royalties Total 31. 31, 35,289 361 7,493 310 310 L190 112 1,1 211 562 44A16 33.120 Expenditure on: Raising Funds.. Web slte maintenan Charitable attivlties CAIPE Events and Meetlngs Scholarshlps and Awards: John Horder Publlcatlons CAIPE Conferences 17n 7n 2.878 1.549 5.881 6.119 16N27 2,878 1.549 5,881 6,119 16N17 1,126 872 1,782 Governance and Administration Secretarlal incl. post and ststlonery AGM and Board meetings Marketing and Communications Accounting services Independent examination Storage Unit Bank Charges 3,780 12.465 3.529 371 1.134 10.(68 3,646 1.727 1.296 390 3.529 371 L134 1.982 93 19314 39.1 1,982 93 19,914 39.113 19m5 26,174 Total Net income/(expenditure) (5.9931 (5,9931 18242 Total Funds Brought Forward 160.895 If4).895 142,653 Total Funds Carried Forwanl I605 20
CAIPE ANNUAL REPORT AND STATEMENT OF ACCOUNTS (2023 - 2024) UK Centre for the Advancement of Interprofessional Education (CAIPE) Balance Sheet as at 31 March 2024 The assets and liabille$ of the charAty.' Notes 2024 2023 Current Assets Cash at bank arKJ In hand Total Current Assets Credltors amounts due wlthin one year (1.474) (1,686) Net Current assets Totsl assets less current Ilabilitles 154.902 154,902 160,895 160.895 NEf ASSErs The funds of the tharlty," Unrestritted Income Funds Designated Funds 120,573 34,329 126.566 34,329 li TOTAL UNREsfRIcfED FUNDS Restricted income funds TOTAL REsfRIcfED FUNDS TOTAL CMARrrY PUNDS Elizabeth Anderson and Angela Lennox Co-chair Approved by the trustees at the board meeting of 13 September 2024 The notss on pages 22-26 forni an integral part of these accounts 21
CAIPE ANNUAL REPORT AND STATEMENT OF ACCOUNTS (2023 - 2024) UK Centre for the Advancement of Interprofessional Education (CAIPE) Notes to the Accounts For the year ended, 31 March 2024 l. Accounting Policies Basis of preparation of the accounts The financial statements have been prepared on a going conrn basis, under the historical cost convention and in accordance with FRS 102 as modified by the Statement of Recommended Prattice for Accounting and Reporting issued by the Charity Commissioners for England & Wales, effertive Jan 2015, and within the provisions of the Charities Act 2011. The particular accounting policies adopted are set out below. Incoming Resources Incomlng resources are accounted for on a re1vable basis where the amount is quantifiable, where legal entitlement has been estsblished and where the receipt of funds is probable. Income will be deferred Whe appropriate. In accordance with the Statement of Recommended Prattice for Accounting and Reporting (effective Jan 2015) issued by the Charity Commissioner5 for England & Wales grants received in advan 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 charlty or where it Is uncertaln 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 a(tual receipts, basis. Resources Expended Costs are recognised as soon as a legal obligation can be quantified, and the trustees consider that crystallisatlon of the cost is probable. The pollcy for including Items within the r@levant 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 attivities. All other costs a 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. 22
CAIPE ANNUAL REPORT AND STATEMENT OF ACCOUPffS (2023 - 2024) UK Centre for the Advancement of Interprofessional Education (CAIPE) Notes to the Accounts (continued) For the year ended, 31 March 2024 Fixed assets and depreciation All tangible fixed assets, except freehold land and buildings, a 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 thelr ests'mated 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 charitsble purposes only. Value Added Tax is not recoverable by the CIO, and is therefo included in the relevant costs in the Statement of Financial Activities. Fund's Structu policy The charity maintains a General unStrirted 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 investsnent. Restritted 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 ftjnds In accordan with the restrlctions placed upon them. Designated Funds are those unrestritted income funds applied by direction of the trustees for a specific purpose (s). Going Concern The charlty Is able to pay Its liabllltle5 a5 they fall due, has no 51gnlftcant contingent liabilities or post balance sheet events that contradirt this view and has sufficient SerVeS to operate for at least 12 months from the signature date of these accounts. Windlng up or dissolution of the charity If upon windin9 up or dissolution of the charity the remain any assets, after the satisfattion of all debts and liabilities, the assets presented by the accumulated fund shall be transferred to some other charitable body or bodies having similar objects to the charity. 23
CAIPE ANNUAL REPORT AND STATEMENT OF Accouwfs (2023 - 2024) UK Centre for the Advancement of Interprofessional Education (CAIPE) Notes to the Accounts (continued) For the year ended, 31 March 2024 2024 2023 4 Deficit for the finanaal year: This is ststed after crediting: Revenue turnover from ordinary activitles and after charging: Independent Examiners fees 33,120 44,416 390 2024 2023 5 Everts CAIPE Events and Meetings Away Day, London Corporate Forums. Northants and Nottingham 1.704 1,174 998 128 Sub total 2.878 1,126 CAIPE Conferences INHWE Cardlff Ockendon Midwifery, Manchester ATBH XI Qatar Sub total 1,937 144 4,038 6.119 6 In¥tment Income 2023 Bank deposlt Interest pald 1,190 211 2024 2023 7 Creditors: amounts falling due within one year. Trade creditors (2024) Accountancy and IE (2024 2025) Company Secretarlal 1.294 1,470 216 L474 24
CAIPE ANNUAL REPORT AND sfATEMENT OF ACCOU[5 {2023 - 2024) UK Centre for the Advancement of Interprofessional Education (CAIPE) Notes to the Accounts (continued) For the year ended, 31 March 2024 8 Total Reserves. 2024 2023 At 31 March 2023 160,895 (5,993) 154,902 142,653 18,242 160,895 Surplus (Deficit) for the year At 31 March 2024 9 Trustees remunerntlon and expenses. In additlon, a total of £6,819 {2023, £1,267 to 6 trustees) was pald to 12 trustees for travel accommodation and Subsisten being a refund of out-of-pockei expense5 for attendance at meetings and events. The were no professlonal fees paid to tnjstees In 2024. £0 In 2023. There were no other related party transactions (2023: nil) 10 Regtrlcted Funds There are no restritted fund5 at 31 Marth 2024 11 Movement on D¢¥l9natod funds HEE Scoplng HEE South HEE Project Project Mldlands IPE/VBP Opening Balan Income Expenditure 18,050 12,146 180 3,953 Closln9 Balance 31 March 2024 34,329 18,050 12,146 180 3,953 12 Llablllty on wlndlng up th¢ CIO If the CIO is wound up. the members of the ao have no liabllity to contrlbute Its assets and no personal sponsibl11ty for settling its debts and liabilities. 25
CAIPE ANNUAL REPORT AND STATEMENT OF ACCOUNTS (2023 - 2024) UK Centre for the Advancement of Interprofessional Education (CAIPE) Notes to the Accounts (continued) For the year ended, 31 March 2024 Comparatlve table: showlno the analysls of funds Total Funds 2023 Funds 2023 Funds 2023 Income from: Incoming resources fmm generated funds Members subscriptions Glft Ald Consultancy and Workshops Miscellaneous Income Bank Interest Publlcatlon sales and royaltles Total 35,289 35,289 361 7,493 361 7.493 211 562 211 562 Expendlture on: Raisino funds Website/ fundraising 3.299 3.299 Charitable artivities CAIPE Events and Meetings Scholarships and Awards: John Horder Publications 1,126 872 1,126 872 1,782 1.782 Governance and Administration Secretarial ind post and stationery AGM and Board Meetlngs Marketing and Communications Accountlng services Independent examination Storage Unit Bank charges 10,068 io, 1,727 1,727 1,296 390 Total Net Income/(expenditure) 26