Agenda Item 14 Appendix 1 Walsall Compact Signatories Agreement Compact signatory organisations agree to follow the points below in their relationships with Civil Society Organisations (CSO’s) in Walsall. 1. Respect the independence of CSO’s to deliver their mission, including their ability to campaign, regardless of any financial or other relationship which may exist. 2. CSO’s to be invited to engage in planning policies, programmes and services from the earliest stages of development. Such opportunities will be shared by relevant means identified and Walsall Voluntary Action notified. 3. Keep a record that demonstrates where signatory organisations have worked with CSO’s that represent people protected by legislation and other under-represented groups to understand their specific needs and take these into consideration when designing and implementing policies, programmes and services. 4. Consider social value as a standard part of policies, programmes and services to be procured. 5. Demonstrate the most appropriate ways of funding or supporting organisations have been chosen. These methods could include grants, contracts, loan finance, training, and use of premises or other support. A clear rationale should be provided for the decision. 6. Demonstrate that as far as possible all the local community groups interested in a particular grant or contract have an equal opportunity to access it. 7. Ensure well managed application and tendering processes, proportionate to the desired objectives and outcomes of programmes. 8. Discuss and agree with CSO’s how outcomes, including value for money and social value, will be monitored before a contract or funding agreement is signed. Ensure that monitoring and reporting is proportionate to the nature and value of the opportunity. Be clear about what information is being requested, why, and how it will be used. Reduce the bureaucratic burden on CSO’s 9. Commit funding for three years or more. If this is not the best way to deliver the best value for money, explain clearly what alternative funding arrangements could deliver the same outcomes. 10. Make payments in advance of expenditure where there is a clear need and where it represents value for money. 11. To pay organisations within 14 days of invoices being received or the payment due date. 12. If the project is encountering problems, discuss and agree with CSO’s a timetable of actions to improve performance before making a decision to end a financial relationship. 13. Ensure that prime and subcontractors and all other public and private bodies distributing public money, or delivering programmes or activities on behalf of 1 Agenda Item 14 Appendix 1 government, commit to working within the Compact by making it a requirement of funding arrangements. 14. Where there are restrictions or changes to future resources, discuss with CSOs the potential implications as early as possible, giving organisations the opportunity to respond. Consider the response before making a final decision. 15. Give a minimum of three months’ notice in writing when changing or ending a funding relationship or other support, and provide a clear rationale for why the decision has been taken. Civil Society Organisations agree to: 1. Ensure they uphold their independence, and remain focused on their mission. 2. Campaign and advocate responsibly, based on robust evidence. 3. Seek the views of service users, beneficiaries, members, volunteers, and trustees, where possible, when making representation to public sector bodies. Be clear on who is being represented, in what capacity, and on what basis that representation is being made. 4. Ensure eligibility for funding and finance agreement before applying and be explicit about how they will deliver outcomes. 5. Ensure they have robust governance arrangements so that organisations are well placed to manage risk associated with service delivery. 6. Be open and transparent about reporting, recognising that monitoring whether internal or external is an aspect of good management practice. 7. Give early notice to funders of significant changes in management, funding or other risks to their relationships. 8. Commit to engage in partnership ventures with public sector organisations contributing to their success and meeting the needs of the local community - e.g. Working Smarter and Walsall’s Local Area Partnerships. All signatories agree to: 1. Conduct themselves professionally and with mutual respect. 2. Recognise the role that Walsall Voluntary Action will play in recording and reporting on compliance with the Compact signatory agreement. 3. Share with Walsall Voluntary Action any issues, challenges or concerns linked to complying with this agreement. 4. Receive quarterly reports from Walsall Voluntary Action on compliance with this agreement and report back to them what action will be taken on any points raised within the report in a timely manner no longer than the deadline for the following quarters report. 5. Seek Walsall Voluntary Actions support in the role of mediating any issues that may arise from any party not observing the above points. 2 Agenda Item 14 Appendix 1 Note: Civil Society Organisations (CSO’s) – The replacement description used by the government for what has been popularly known as third sector organisations or the voluntary and community sector including social enterprises. Further detail may be added to this agreement as an appendix to support its implementation. Including but not limited to. Processes, guidance notes, protocols, forms, checklists as and where identified they are needed. 3