**Trustees' Annual Report for the period** Period start date Period end date 1st May 2024 30th April 2025 **From To** ## 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 **Charity's principal address**[Vision Offices] Saxon House 27 Duke Street Chelmsford Essex **Postcode:** CM1 1HT **United Kingdom** ## **Names of the charity trustees who manage the charity** **Name of person (or Dates acted if not for Trustee name Office (if any) body) entitled to whole year 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 9 Florian Ahrens 10 Dave Waters 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** A written constitution Type of governing document (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 meeting Trustee selection methods or conference call, with confirmation by a vote of trustees and (eg. appointed by, elected by) members at an AGM ## **Additional governance issues (Optional information)** In this period the Trustees continued to operate according to its You **may choose** to include policies and procedures. additional information, where relevant, about: - We continued to enhance the membership structure and - policies and procedures processes – we renewed the subscription to the proprietary adopted for the induction platform “Wild Apricot” on a rolling renewal basis. and training of trustees; - the charity’s organisational Governance Activities structure and any wider Trustee meetings continued regularly. network with which the Established informal groups local and special interest charity works; - relationship with any The Trustees continued to collaborate with the regulators, The Engineering Council (EngC) and with The Society for the - related parties; Environment (SocEnv), to register GATE as a regulated - trustees’ consideration of Professional Engineering Institution and a Licenced Member of - major risks and the system SocEnv. We continue to do this in collaboration with the Society of - and procedures to manage Operations Engineers, SOE. - them. On 4[th] May 2024 the Trustees reached an agreement with SocEnv for GATE to be registered as their first Associate Body; supported by the Society of Operations Engineers (SOE) with whom GATE has a Professional Affiliate agreement. This means that GATE can offer, with support of SOE, the qualification Chartered Environmentalist to Members. We have worked to align the Competence Framework for MGATE to the updated SocEnv competence framework for CEnv, as part of the 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 – progressing with SOE – detailed mapping of competences has been completed, and approval in principle secured from SOE and SocEnv that the GATE process can give applicants full membership (MGATE)_ and Chartered Environmentalist status (CEnv) with one application. 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 TAR November 2019 ## **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. 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 ## **Summary of the objects of the charity set out in its governing document** 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 Ninth 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 continued to collaborate with the Society of Operations Engineers, SOE, with whom GATE is a Professional Affiliate: SOE is helping GATE to enrol GATE members as Chartered Environmentalists (CEnv). The Trustees have continued to develop the products and services provided by GATE to enable members to more **TAR** November 2019 4 effectively bring about the changes needed by all of society to secure the capacity to continue to meet societal needs within immutable constraints. - 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. - Networking: we have just launched 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. 9[th] AGM will take place virtually on 13[th] November 2025. ## **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 (see below) 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 £404, in role of Admin Volunteer. - Sveyntech Orkney: donation of IT support in role of IT Volunteer. Time not tracked. **TAR** November 2019 5 Section D Achievements and performance Enrolment of a further 3 Members and 11 Associates bringing the totals **Summary of the main** to 26 Members and 52 Associates. **achievements of the charity during the year** Holding of the Virtual 8th Annual General Meeting in November 2024. GATE is now registered as an Associate Body of the Society for the Environment, SocEnv. This creates the opportunity for GATE to award the Chartered Environmentalist, CEnv, qualification. We have made further, albeit slow, progress with EngC towards registering as a Professional Engineering Institution. 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 qualification. **TAR** November 2019 6 ## **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, and renewal of the Wild **reserves** Apricot Membership Association Platform 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 2024-2025 was £1,153.00 and  the charity’s principal the total expenditure was £1,022.00 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 is set up with - investment policy and 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)** Daniel Kenning Nick Bristow **Position (eg** Chair Treasurer **Secretary, Chair, etc) Date** **TAR** November 2019 7 **The Global Association for Transition Engineering** **1166048** ## **Receipts and payments accounts** 30th April 2025 **To** **For the period** 1st May 2024 **from** **CC16a** ## **Section A Receipts and payments Unrestricted funds to the nearest £ A1 Receipts** |**Section A Receipts and payments**||||| |---|---|---|---|---| |**A1 Receipts**
Full member subscriptions
**£577**
Associate member subscriptions
**£576**
Event income
**£0**
Donations
**£0**
**£1,153**
There are no current assets
**£0**
**_Sub total_**
**£0**
**_Total receipts_**
**£1,153**
**A3 Payments**
Administration costs
**£813**
Expenses
**£0**
Suppliers
**£0**
Bank charges
**£9**
Membershipcost
**£200**
**_Sub total_**
**£1,022**
There nave been nopurchases
**£0**
**_Sub total_**
**£0**
**_Total payments_**
**£1,022**
**_Net of receipts/(payments)_**
**£131**
**A5 Transfers between funds**
**£0**
**A6 Cash funds last year end**
**£3,391**
**_Cash funds this year end_**
**£3,522**
**Unrestricted**
**funds**
**to the nearest £**
**_Sub total_**_(Gross income for AR)_
**A2 Asset and investment sales,**
**(see table).**
**A4 Asset and investment**
**purchases,(see table)**|**to the nearest £**
**£0**
**£0**
**£0**
**£0**
**£0**
**£0**
**£0**
**£0**
**£0**
**£0**
**£0**
**£0**
**£0**
**£0**
**£0**
**£0**
**£0**
**£0**
**Restricted**
**funds**|**to the nearest £**
**Endowment**
**funds**|**Total funds**
**to the nearest £**
**£577**
**£576**
**£0**
**£0**
**£1,153**
**£0**
**£0**
**£1,153**
**£813**
**£0**
**£0**
**£9**
**£200**
**£1,022**
**£0**
**£0**
**£1,022**
**£131**
**£0**
**£3,391**
**£3,522**|**Last year**
**to the nearest £**| |||**£0**
**£0**
**£0**
**£0**
**£0**|**£577**|**£579**| ||||**£576**|**£602**| ||||**£0**|**£0**| ||||**£0**|**£0**| |||||| |||||| |||||| |||||| ||||**£1,153**|**£1,181**| |||||| |||**£0**
**£0**|**£0**|| |||||| ||||**£0**|**£0**| |||||| |||**£0**|**£1,153**|**£1,181**| |||||| |||**£0**
**£0**
**£0**
**£0**
**£0**|**£813**|**£813**| ||||**£0**|**£0**| ||||**£0**|**£0**| ||||**£9**|**£42**| ||||**£200**|**£200**| |||||| |||||| |||||| |||||| ||||**£1,022**|**£1,055**| |||||| |||**£0**
**£0**|**£0**|| |||||| ||||**£0**|**£0**| |||||| |||**£0**|**£1,022**|**£1,055**| |||||| ||**£0**|**£0**
**£0**
**£0**
**£0**|**£131**|**£126**| ||**£0**||**£0**|**£0**| ||||**£3,391**|**£3,265**| ||||**£3,522**|**£3,391**| |**Section B Statement of assets and liabilities at the end of the period**|**Section B Statement of assets and liabilities at the end of the period**|**Section B Statement of assets and liabilities at the end of the period**|| |---|---|---|---| |**Categories**
**B1 Cash funds**
**B2 Other monetary assets**
**B3 Investment assets**
**B5 Liabilities**
**B4 Assets retained for the**
**charity’s own use**
Signed by one or two trustees on
behalf of all the trustees|None
**Details**
None
Signature|**to nearest £**
**to nearest £**
**£3,522**
**£0**
**£3,522**
**£0**
OK
OK
**to nearest £**
**to nearest £**
**£0**
**£0**
**Cost (optional)**
**£0**
**Cost (optional)**
**£0**
**£0**
Print Name
**Unrestricted**
**funds**
**Restricted**
**funds**
**Unrestricted**
**funds**
**Restricted**
**funds**
**Fund to which**
**asset belongs**
**Fund to which**
**asset belongs**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**|**to nearest £**
**Endowment**
**funds**| ||||**£0**| ||||| ||||| ||||**£0**| ||||OK| ||||**to nearest £**
**Endowment**
**funds**| ||||**£0**| ||||| ||||| ||||| ||||| ||||| ||||**Current value**
**(optional)**| ||||**£0**| ||||| ||||| ||||| ||||| ||||**Current value**
**(optional)**| ||||**£0**| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| ||||| |||||