1. Reporting and Responsibilities
Aisling Whelan
ÁT Membership

2. Together we are pioneering direct payments in Ireland
Member company reporting and compliance requirements
Need to update and correlate these requirements on a regular basis with AT
Meeting the ongoing challenge in being properly informed, confident and effective in managing these matters

3. Member Company - Reporting to ÁT
Monthly reports - Breakdown of Total Income and Expenditure, including total hours. (Required so that ÁT can file KPI returns with HSE)
Quarterly reports – Facilitates reporting of incidents, complaints, HR issues.
Annual Reports – Required as part of the service review
Annual Budget and Plan
Copy of Insurance policy
Tax Clearance Certificate
Progress reports
Financial Statement

7. Member Company - Employer Responsibilities
Implementing Policies and Procedures
PA Policies
Health and Safety Policies
Complaints and Disciplinary Policies
Induction Policy and Checklist
Employee Handbook
Health and Safety Liaison Officer
Staff Liaison Officer
Risk Assessment/ Safety Statement
Intimate and Personal Care plan
Administration of Medication plan

8. Member Company - Employer Responsibilities
Garda Vetting
PA Training
Manual Handling
Health and Safety at Work
Adult and Child Protection
(Evidence of training – copy of certificates)
Register of Employee’s – to be kept in place of business
Name and Address, PPS Number
Date of commencement/ cessation
All payroll/ staff record (Locked file)

10. Member Company – CRO requirements
Companies Act 2014
Conversion Period 18 months from June 2015 – Deadline November 2016
Some highlights (From November 2016 onwards)
Companies Limited by Guarantee must end in CLG - all stationary etc.
Director Duties highlighted
Possibility of Audit Exemption (Discussions ongoing with HSE)
ÁT will review the process first and follow up with members
Annual Return Date
6 months after company is established (B1 form)
Yearly thereafter (Financial Information as well)
Deadline 28 days of date at the latest or fees will accrue

11. Member Company – CRO requirements
Annual General Meeting – refer to procedures outlined in Memorandum and Articles of Company
All members of company must be invited
Members register on file
Board Meetings and minutes

12. Future Proofing
- Need to undertake a review of your comprehension and customisation of all relevant policies and procedures. 
- AT need to understand and respond to Members / Leaders training needs. We will undertake an Audit to inform the design and delivery of same within a month.
- The use of the AT Website / Members  Area - its various resources etc