Data, Finance & Reporting Community Legal Centres Queensland Conference May 2016

NPA Data How frequently do we have to report What do we have to report on? The importance of getting it right

Priority Client Groups People experiencing financial disadvantage Don’t use “not stated” or “not known” Children and young people Indigenous Australians Older people People experiencing, or at risk of, family violence - Family violence indicator . Family Law representation services . Non-family law representation services People residing in rural or remote areas People who are culturally and linguistically diverse People with a disability or mental illness

Priority Group - People Experiencing Financial Disadvantage 85% or more of total representation services must be delivered to people experiencing financial disadvantage – to be achieved by each State in aggregate across all community legal centres in each six month period between 1 July 2015 to 30 June 2017; and 90% or more of total representation services are delivered to people experiencing financial disadvantage – to be delivered by each State from 1 July 2017 onwards Major casework only included in benchmark figure Only major cases opened and closed from 1 July 2015 onwards are relevant for the purpose of this report If “not stated” or “not known” is used, the client will be classed as not being financially disadvantaged.

First Report Card – Perfect Score

Targets & Budgets – 2016/17 Targets need to be placed into CLSIS prior to 30 June 2016 – need to match the figures in your Service Agreement Important to make sure that you target correctly when you do your application for new funding for 1 July 2017 onwards Performance is measured on the total number of services delivered by a service, not the type of service delivered. Remember it’s cases closed being reported on, not cases opened. Basic budgets information needs to be placed into CLSIS to enable LAQ to be able to run reports

Financial Reports Make sure that you add up your income correctly and put it against the correct funding body If you had a surplus, record allowable surplus i.e. 15% of recurrent funding Make sure that you enter approved excess surplus funds accurately Make sure that the report is signed by the correct people i.e. the 2 members authorised by your Management Committee There is a special “Financial Acquittal – Periodic” form for projects which should be used. Project funding is not CLSP Funding – should be recorded as “Other Income”. Make sure that you record the basic requirements into CLSIS

Performance Report Remember ….the report is cumulative Enter “Number of Services” as agreed by Service Agreement in relevant columns for financial years Enter total of services provided for the period July to December as approved i.e. first 6 months Enter the total number of services provided for the whole year in the 3rd column…..remember it’s cases closed not opened for Court/Tribunal and Other Representation The same report will be used for 2016/17 reporting purposes

Deliverables Type of Service 2015-16 2016-17 Number of Service s Progress (Jul-Dec) (Jul-Jun) Discrete Assistance Information   Referral Legal advice Legal task Community legal education Resources Activities Duty lawyer Representation Dispute resolution services Court/Tribunal and Other representation Law reform and stakeholder engagement Law reform* Total number of Services DELIVERABLES

Other areas of report You must complete all the other areas of the performance report which are relevant to your organisation Record the work that you are doing with CLE and Law reform and stakeholder engagement Make sure that the report is signed off by the Chair of the Management Committee Separate reports for Project Funding and sometimes different timeframes as well Where you have different funding schedules for i.e. Service Delivery Funding, Excess Surplus Funds, additional Commonwealth Funding etc. – all these can be dealt with in the one report

Notifications Move premises, change phone numbers etc. Change your hours of operation Any changes to your service delivery i.e. change in outreach or other services provided with your funding which you have agreed to do under your Service Agreement Change in Coordinator/Principal Lawyer of your organisation Change in Chairperson for your organisation Will not be able to meet your targets Will be late with reports due You suspect any misconduct or fraud relating to your funding