||**Trustees' Annual Report for theperiod**|**Trustees' Annual Report for theperiod**|**Trustees' Annual Report for theperiod**|**Trustees' Annual Report for theperiod**|**Trustees' Annual Report for theperiod**|**Trustees' Annual Report for theperiod**|**Trustees' Annual Report for theperiod**|**Trustees' Annual Report for theperiod**|**Trustees' Annual Report for theperiod**|**Trustees' Annual Report for theperiod**||| |---|---|---|---|---|---|---|---|---|---|---|---|---| |||Period start date|||||Period end date|||||| ||**From**|1st|May||2023|**To**|
30th|April||2024||| |||||||||||||| |Section A||Reference and administration details||||||||||| |||||||||||||| ||**Charity name**|||
The Global Association for Transition Engineering||||||||| |||||||||||||| |**Other names charity is known by**|||||||GATE|||||| |||||||||||||| |**Registered**|**charity number(if any) **|||1166048||||||||| |||||||||||||| **Other names charity is known by** GATE **Registered charity number (if any)** 1166048 Vision Offices **Charity's principal address** Saxon House 27 Duke Street Chelmsford Essex **Postcode:** CM1 1HT **United Kingdom** ||**Names of the charity trustees who manage the charity**|**Names of the charity trustees who manage the charity**|**Names of the charity trustees who manage the charity**|**Names of the charity trustees who manage the charity**||| |---|---|---|---|---|---|---| ||||||**Name of person (or**|| |||**Trustee name**|**Office (if any)**|**Dates acted if not for**
**whole year**|**body) entitled to**
**appoint trustee (if**|| ||||||**any)**|| ||1|Daniel Kenning|Chair|||| ||2|Nicholas Bristow|Treasurer|||| ||3|Susan Krumdieck||||| ||4|Cameron Steel||||| ||5|Mat Colmer||||| ||6|Grant Symons||||| ||7|Johann Land||||| ||8|Luyando Mbozi||Elected 18-10-2023||| ||9|Florian Ahrens||Elected 18-10-2023||| |10||Dave Waters||Elected 18-10-2023||| |11||||||| |12||||||| |||**Names of the trustees**|**for the charity, if any, (for example, any custodian trustees)**|||| |||**Name**||**Dates acted if not for**|**whole year**|| |||n/a||||| ## **Names and addresses of advisers (Optional information)** **Type of adviser Name Address** n/a **Name of chief executive or names of senior staff members (Optional information)** n/a **TAR** November 2019 1 **Section B Structure, governance and management** ## **Description of the charity’s trusts** Type of governing document A written constitution - (eg. trust deed, constitution) An association as a Charitable Incorporated Organisation (CIO) How the charity is constituted - (eg. trust, association, company) Nomination and majority vote agreed at a quorate Trustee Trustee selection methods meeting or conference call, with confirmation by a vote of trustees (eg. appointed by, elected by) and members at an AGM ## **Additional governance issues (Optional information)** You **may choose** to include additional information, where relevant, about: - policies and procedures adopted for the induction and training of trustees; - the charity’s organisational structure and any wider network with which the charity works; - relationship with any related parties; - trustees’ consideration of major risks and the system and procedures to manage them. In this period the Trustees continued to operate according to its policies and procedures. We continued to enhance the membership structure and processes – we renewed the subscription to the proprietary platform “Wild Apricot” on a rolling renewal basis. - The Trustees refined and updated Rule 1: Membership to simplify the structure of grades, and adopted Rule 3: CPD and the Disciplinary and Appeals Policy, including establishment of relevant Disciplinary and Appeals Committees. - The Trustees continued to collaborate with the regulators, The Engineering Council (EngC) and with The Society for the Environment (SocEnv), to register GATE as a regulated Professional Engineering Institution and a Licenced Member of SocEnv. We continue to do this in collaboration with the Society of Operations Engineers, SOE. We initiated a pilot of 3 test-case membership applications to trial our proposed plan to award Chartered Environmentalist status at the same time as full membership of GATE with post-nominals MGATE. The organisation continued to enrol more members at Affiliate (open, free), Associate (qualified or working in the field, £25 pa) and Member (qualified and experienced, peer-reviewed, £50 pa) grades. **TAR** November 2019 2 ## **Section C Objectives and activities** The purposes for which GATE is established are; 1) To advance the practice, profession and education of Transition Engineering: defined as the engineering necessary to enable society to move towards, and to enable, a sustainable future. 2) To promote, sustain and increase individual and collective knowledge and understanding of Transition Engineering as a learned society for the practice of Transition Engineering. 3) To provide the services of a professional membership association for Transition Engineers. **Summary of the objects of the charity set out in its governing document** 4) To demonstrate and provide educational methods, materials and facilities for the purpose of the advancement of knowledge of members and of the public in connection with all aspects of engineering that appertain to ecological and sustainable living including, but not limited to, the conservation of natural habitats, the protection of species, the minimisation of waste, the development of sustainable water and sewerage systems, the development of sustainable energy systems, eco-building techniques and principles, organic and sustainable food systems and ethical community living, with no geographic limits 5) To advance the education of members and of the public and to promote research into and disseminate information about all aspects of engineering connected to the transition to sustainable development (where “sustainable development” means development that enhances the quality of life for all without damaging the environment or the ability of future generations to meet their own needs) with no geographic limits 6) To create disseminate and implement methodologies to enable transition to a sustainable future, including through education and training. 7) To communicate the need for and the required direction of global change. 8) To develop methodologies for making positive, sustainable changes happen, and to make such changes happen, using the widest possible range of engineering, technological and other skills and knowledge. 9) To support a global network of Transition Engineering associations. 10) To enable the benefits of Transition Engineering to accrue to : - Members of GATE - Society at Large - Future Generations - The environment 11) To enable Transition Engineers / Members to sign a code of professional conduct. 12) GATE is a global organisation with no geographic limits. Nothing in this constitution shall authorise an application of the property of GATE for the purposes which are not charitable in accordance with [section 7 of the Charities and Trustee Investment (Scotland) Act 2005] and [section 2 of the Charities Act (Northern Ireland) 2008] **Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)** During this Eighth reporting period activities comprise the following: The Trustees continued dialogue with regulatory bodies below with a view to initiating the process of registration: - The Engineering Council UK (EngC) - The Society for the Environment (SocEnv) The Trustees have continued to develop the products and services provided by GATE to benefit the members. - Education and Training: We have collated on our platform the portfolio that covers different levels of price and commitment, from free webinars to CPD courses to Masters and PhD. This framework will be expanded. **TAR** November 2019 3 - Networking: we have just aunched a consultation of members and our wider network (~2,600 people on LinkedIn) to find out what networking mechanisms we should offer to enable them to share ideas and debate and learning around Transition Engineering - Professional Recognition: We continue to work with EngC and SocEnv towards securing the capability to award Chartered Engineer and Chartered Environmentalist qualifications. Trustees have regard to the Charity Commission Public Benefit Guidance when exercising powers and duties to which the guidance is relevant; trustees are aware of the guidance, take it into account when making decisions. No departure from the guidance has arisen. Trustees continued to build relationships with collaborators to enable the dissemination of Transition Engineering learning more widely, including Chevening, Engineers for Social Responsibility. Trustees collaborated with Herriott Watt University on the establishment of a formal academic discipline for Transition Engineering, and supported the application to UKRI for signiicnat funding to enable this to be implemented. 8[th] AGM will take place virtually on 14[th] November 2024. ## **Additional details of objectives and activities (Optional information)** You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. All work undertaken by and for GATE during this period has been carried out by volunteers. This includes all the time given by the Trustees, and time given by our new Admin Support Volunteer and our new IT Volunteer. Admin support time was partly donated and partly paid for as a donation by Daniel Kenning, Chair of Trustees. Extent of Trustee Contributions: not recorded for this year. Non-financial donations were received from: - Virtual Office Orkney Ltd: donation of professional admin services valued at £390, in role of Admin Volunteer. - Sveyntech Orkney: donation of IT support in role of IT Volunteer. **TAR** November 2019 4 ## Section D Achievements and performance Enrolment of a further 3 Members and 11 Associates bringing the totals to **Summary of the main** 26 Members and 52 Associates. **achievements of the charity during the year** Holding of the Virtual 7th Annual General Meeting in 8[th] October 2023. We have made significant progress with EngC and SocEnv towards registering as a Professional Engineering Institution and Member of SocEnv. The progress has been slow, but during the year we established support in principle, and we integrated all of the latest EngC and SocEnv Professional Competences into the GATE membership process, in readiness for the accreditation of members for CEng and CEnv qualifications. We have initiated a collaboration with Chevening, which will enable GATE to share Transition Engineering thinking with ~1500 young scholars from commonwealth countries. Chevening agreed to invite GATE to speak on Transition Engineering at the 2023 Chevening Conference for scholars. **TAR** November 2019 5 ## **Section E Financial review** The financial activity during this period included income from the **Brief statement of the** new membership subscriptions. The only expenditure was bank **charity’s policy on** charges and office administration costs. **reserves** Please see financial activity summary below. **Details of any funds materially in deficit** None ## **Further financial review details (Optional information)** The principal source of funds is membership fees (we can You **may choose** to include receive financial donations but have not received any this year). additional information, where relevant about: The total money received during 2023-2024 was £1,181.00 and • the charity’s principal the total expenditure was £1,055.00 sources of funds (including any All costs associated with Trustees meetings are covered by fundraising); Trustees. - how expenditure has supported the key The money is currently held in a “Charity Current Account” at the objectives of the charity; ethical bank Triodos Bank NV.Online banking has been set up - • investment policy and with three Trustee account operators. objectives including any ethical investment policy adopted. ## **Section F Other optional information** A balance sheet showing the financial transactions is available if required. Non-financial donations were received from: - Splendid Engineering Ltd: donation of professional admin services, provided by Virtual Office Orkney Ltd, valued at £915.00 (in addition to voluntary time noted above, section C.) ## **Section G Declaration** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** |**Signature(s)**
**Full name(s)**
**Position (eg Secretary,**
**Chair, etc)**
**Date**||| |---|---|---| ||Daniel Kenning|Nick Bristow| ||
Chair|Treasurer| |||| |||| **TAR** November 2019 6 Section E Financial review The financial activty during this period induded income from the new meM￿r$hiP subscriptions. Tr*e only expenditure was bank charges arKI offirk administration costs. Brief ststement of the charity's policy on reserves Please see financial a¢bvity summary below. Detalls of any funds materially in deficit None Further financlal review details (Optlonal Infomiation} The principal Sour￿ offunds is membership fees (we can receive finanryal donations but have not rac8ived any this year). You may Choose to include additional information, where relevant about.. the charity's prineJpal sources of funds (including any fundraising), how expenditure has supported the key objectives of the chanty. investment policy and objectives including any ethical investment policy adopted. The total money received during 202&2024 was £1,181.00 and the total expenditure was £1,055.00 All costs associated with Trustees meetings are covered by Trustees. The money is currently held in a 'Charrty Current Account. at the ethical bank Tnodos Bank NV.Online banknng has been set up with three Trustee account operators. Section F Other optional information A balance sheet showing the financial transac*i¢)ns Is available if requi￿d. Non-financial donations were receive¢J from.. Splendid Engineering Ltd. donation of professional admin services, provided by Virtual Office Orkney Ltd. valued at £915.QKJ (In addition to voluntary time noted abovè, section C.) Section G Declaration The trustees declare that they have approved the trustees, report above. Slgned on behalf of the charity's tru$tee$ Slgnature(s Full name(s) Position (eg Secretary, Chalr, etc) Daniel Kenning Nick Bristow Chair T￿aSurer Date 10 I.IoL TAR No¥embei 2019 |**The Global Association for Transition Engineering**|**The Global Association for Transition Engineering**|**1166048**| |---|---|---| |**Receipts andpayments accounts**||| |1st May 2023
**For the period**
**from**|**To**|30th April 2024| **CC16a** |**Section A Receipts and payments**|**Section A Receipts and payments**||||| |---|---|---|---|---|---| |**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest £**
**£579**
**£602**
**£0**
**£0**


**£1,181**
**£0**

**£0**
**£1,181**
**£813**
**£0**
**£0**
**£42**
**£200**
**£1,055**
**£0**
**£0**
**£1,055**
**£126**
**£0**
**£3,265**
**£3,391**|**Restricted**
**funds**
**to the nearest £**
**£0**
**£0**
**£0**
**£0**
**£0**
**£0**
**£0**
**£0**
**£0**
**£0**
**£0**
**£0**
**£0**
**£0**
**£0**
**£0**
**£0**
**£0**|**Endowment**
**funds**
**to the nearest £**|**Total funds**
**to the nearest £**|**Last year**
**to the nearest £**| |Full member subscriptions|**£579**||**£0**
**£0**
**£0**
**£0**
**£0**|**£579**
**£602**
**£0**
**£0**
**£1,181**|**£581**
**£480**
**£0**
**£50**| |Associate member subscriptions|**£602**||||| |Event income|**£0**||||| |Donations|**£0**||||| ||||||| ||||||| ||||||| ||||||| |~~**_Sub total_**~~~~_(Gross income for_~~
_AR)_|

**£1,181**||||**£1,111**| ||||**£0**
**£0**||| |**A2 Asset and investment sales,**
**(see table).**|||||| |There are no current assets|**£0**|||**£0**
**£0**|| ||||||| |**_Sub total_**|
**£0**||||**£0**| |**_Total receipts_**
**A3 Payments**|||||| ||||**£0**|**£1,181**|**£1,111**| ||||||| |
Administration costs|**£813**||**£0**
**£0**
**£0**
**£0**
**£0**|**£813**
**£0**
**£0**
**£3**
**£1,055**|**£751**
**£0**
**£0**
**£8**| |Expenses|**£0**||||| |Suppliers|**£0**||||| |Bank charges|**£42**||||| |Membershipcost|**£200**||||| ||||||| ||||||| ||||||| ||||||| |**_Sub total_**|**£1,055**||||**£759**| ||||||| |**A4 Asset and investment**
**purchases, (see table)**|||||| |
There nave been nopurchases|**£0**||**£0**
**£0**|**£0**
**£0**|| ||||||| |**_Sub total_**|**£0**||||**£0**| |**_Total payments_**
**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**||||**£1,055**|| ||||**£0**||**£759**| ||||||| ||**£126**||**£0**|**£126**|**£352**| ||**£0**||**£0**
**£0**|**£0**
**£3,265**|**£0**
**£2,913**| ||**£3,265**||||| ||**£3,391**||**£0**|**£3,391**|**£3,265**| CCXX R1 accounts (SS) 04/03/2025 1 |**Section B Statement of assets and liabilities at**|**Section B Statement of assets and liabilities at**|**the end of the period**|| |---|---|---|---| |**Categories**
Signed by one or two trustees on
behalf of all the trustees
**B5 Liabilities**
**B3 Investment assets**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B1 Cash funds**|**Details**
None
None
Signature|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**£3,391**
**£0**
**£3,391**
**£0**
OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**£0**
**£0**
**Fund to which**
**asset belongs**
**Cost (optional)**
**£0**
**Fund to which**
**asset belongs**
**Cost (optional)**
**£0**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**£0**
Print Name|**Endowment**
**funds**
**to nearest £**| ||||**£0**| ||||| ||||| ||||**£0**| ||||OK| ||||**Endowment**
**funds**
**to nearest £**| ||||**£0**| ||||| ||||| ||||| ||||| ||||| ||||**Current value**
**(optional)**| ||||**£0**| ||||| ||||| ||||| ||||| ||||**Current value**
**(optional)**| ||||**£0**| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| ||||| ||||| CCXX R2 accounts (SS) 04/03/2025 2 Section B Statement of assets and liabilities at the end of the period Unr•strieted funds lo neares1£ Restricted funds Endowrnent funds aT8St £ Categorie8 81 Cash funds £3.39t £0 £0 £3J91 £0 £0 U￿r￿trICted fund to wr•rt£ R&strlcted lund8 to r*••tE Endowment funds to nMrg¥1£ £0 FI￿d to wNcb Colt Currgnt v•lu• nal 83 InvMtm•nt a••ets Futyj to whlch lopth)M Currnrrt valu• lon•1 B4 A880ts rOts1Tr￿ for th• charlty'• own u•• £0 Furxl towhl¢h AmountdL Wh•n duo onil Detsi18 BS Llabllltle8 by ona ortsn bijstees on bghalf of all Ihe Iru$tso$ s￿nature Piint Narne Dale of roval is