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

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

3. 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

4. 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.

5. First Report Card – Perfect Score

6. 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

7. 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

8. 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

9. 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

10. 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

11. 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