Circular for November 2011

List of Contents


News and Developments

Stop Press

Contacts & Coordinators

Social Audit Network November 2011

Acting on our value of partnership, SAN is actively supporting the principles of good impact reporting being developed by New Philanthropy Capital, ACEVO and the Charity Finance Directors Group. Although there are many different tools available to report on social value and impact, there is a need to have an underlying set of principles and structure to this reporting in order to ensure robustness and credibility. For further information, read on.

The much-travelled Alan Kay has represented SAN in Korea, speaking at a seminar on social accounting and audit and a conference on social enterprises; running a one day Social Auditor Workshop for potential social auditors and mentoring a Korean counterpart in Chairing a Social Audit Panel Meeting. For more insight of the challenges involved, see our first article.

The SAN office in Wolverhampton report high sales of the New Guide to Social Accounting and Audit (Prove, Improve and Account - just in case you have forgotten), with Guides being dispatched across the UK, and also abroad. Promoted across the web by social enterprise support agencies, the best place to order your copy is direct from the SAN office ( or 01902 877565).

However, you may recall from previous SAN newsletters that our website is under reconstruction. Staff at NMC Design and Print (a social enterprise employing people with neuro-muscular conditions) have nearly completed the new SAN site, which will include facility for payment online, as well as a Member's area and lots more examples of social accounting and audit in practice...

Across the UK, there's lots going on in NW / NE England and Scotland...
Community Campus 87 in Stockton-on-Tees held a day long workshop on Assessing social impact which covered SAA, SROI, LM3, measuring economic impact and assessing levels of social capital... all together a whistle stop tour round this whole area. In the north-west, the NHS is developing its commissioning and reporting of social value, and Locality is hosting its first conference in Manchester.

SAN eyes are following progress of Chris White's public services Private Members Bill, which despite extensive amendments, will require all public services procurement to take social, environmental and economic considerations into account at the pre-procurement stage... so having an audited set of social accounts will help you prove to commissioners of services for which you are tendering, that you are already bringing added social value through your work. Order your copy of the Guide now!


Accounting for social profit in Korea…

korea_11c.jpgAlan Kay writes...

I feel very lucky... I first met with Wonbong Jang back in July when he attended a SAN social accounting and audit workshop in Wolverhampton. He explained a little bit about his organisation – the Korean Foundation for Social Investment – and invited me to come to Seoul in Korea to take part in a Social Enterprise Week that was being organised by the Foundation. It all happened last week...

I was not sure what to expect but was delighted at the helpfulness and friendliness of the Koreans. Seoul is a large Asian, world city – skyscrapers dwarf the busy streets; sidewalks full of young people rushing from offices to shops to bars to restaurants.. and then back again. While I was there the residents were electing a new mayor and the contest was between a representative from the governing conservative party and an independent with a background in community activism.

The Korean Foundation for Social Investment is a national third sector organisation. They are lead co-ordinators of the Korean Association for the Social Economy, have international research links and as well as carrying out research, they support social economy organisations. It recently extended a social accounting and audit programme to 30 organisations and 10 of those are currently keeping social accounts. One of these organisations has just gone to audit and the Foundation has translated the whole of the SAN's Social Auditor Handbook and intends to use the SAN procedure for all future social audits. They also intend to use Prove, Improve, Account: New Guide to Social Accounting and Audit in some translated form in the future.

During the week, I took part in a seminar on "How to evaluate the social impact of social economy organisation" which discussed social accounting and Social Return on Investment in the Korean context. I also talked at a conference on "Community development and the social economy"; facilitated a Social Auditor Workshop and mentored Wonbong who chaired his first Social Audit Panel meeting.

We are all hoping that this connection will develop in the future and further extend SAN's international links for mutual benefit and exchanges.

Korea is a fascinating and rapidly changing place with innovation and new ideas appearing and being adopted at every turn. The results of the mayoral election were announced while I was there – the community activist won...

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Recognition for Unlimited Potential

I am pleased to let you know that Greater Manchester Chamber of Commerce gave Unlimited Potential (UP) its Innovation Award 2011 at its innovation summit, the Art of Innovation & Reinvention, at the Museum of Science & Industry in Manchester on Friday 7 October. This reflects their view of UP as an innovative enterprise - not just amongst social enterprises, but amongst all businesses in Greater Manchester.

Based in Salford, UP has embraced the principles of social accounting and audit and fully embedded it within the operation of our business. This has allowing UP to report fully on the social value which accrues from our work to bring about improvements to the health, welfare and happiness of local people.

Thank you for all of your positive support for Unlimited Potential towards our seeking to do things creatively; it is only with this that such recognition is possible.

Chris Dabbs

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Update – the Public Services (Social Value) Act…

On 19th October 2011, Chris White's public services bill went into committee stage, where amendments laid down by the minister for civil society Nick Hurd removed the words "social enterprise" from its name - it will now become (if it passes into law) the Public Services (Social Value) Act. The amendments also removed the requirement on government to draw up a national social enterprise strategy, and the proposed duty on local authorities to set out how they will engage with local social enterprises. As amended, the Government supports the Bill, joined SAN understands by the Opposition.

The main effects of the amendments to procurement were:

  • to limit the scope of the Bill only to include public services, removing contracts for goods and work;
  • to limit the scope of the Bill to the pre-procurement stage of the commissioning process;
  • to require that commissioners should consider not only improving the economic, environmental and social well-being of the service procured but how the procurement process itself may be improved;
  • to add a provision so that the legislation will not impede commissioning in urgent circumstances, but that delays or short time scales caused by the contracting authority would not count towards urgent need;
  • after consultation with the Welsh Assembly Government, to ensure that authorities in Wales that exercise wholly or mainly devolved functions are excluded from the Bill.

those wanting to find out more can see a briefing paper at

Opinions are divided as to whether this 'watering down' of the Bill will make it ineffectual, but SAN remains supportive of its aim to require the consideration of economic, social and environmental well-being in the procurement of public services

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Impact Reporting

SAN members should be aware of the newly-published consultation paper on The Principles of Good Impact Reporting, as reported in Third Sector Magazine .Three organisations (New Philanthropy Capital, ACEVO and Charity Finance Directors' Group), have led in the development of these principles, and are joined by four others (ImpACT Coalition, IoF, NCVO, and the SROI Network), and the initiative is supported by the Office for Civil Society. then impact reporting principles

SAN has provided its support to the group, who plan to launch an agreed set of principles in February 2012, with the endorsement of the Charity Commission and the Office for Civil Society.

Mike Gordon

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News and Developments

Free training in NW England

Whilst not directly about social accounting or impact reporting, SAN members should be aware of the following opportunity:

Pulse Regeneration are running two days of Winning Public Service Contracts Masterclasses in Salford on
Thursday 17th/ Friday 18th November at the Innovation Forum on Frederick Road.

Tailored for third sector organisations based in Merseyside, Cheshire & Warrington, and Greater Manchester authority areas, the Masterclasses will cover:

  • Responding to a rapidly changing environment
  • Develop new business opportunities
  • Learn how to write winning tender bids
  • Understand finances and how to cost
  • Learn how to sell and be competitive
  • Gain local commissioner insights
  • Develop shared learning and networking

The Masterclasses are funded by the Local Government Association (LGA) and places are limited, so visit for more details

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News from north of the border

On 4th November, Alan Kay (Pictured below in Korea see Article above.) will be speaking at an event held by the University of Edinburgh and SCVO on social accounting and audit as part of its sustainability reporting - Further information contact Isobel Speedman:

The Scottish Social Enterprise Academy has planned a workshop on measuring social impact on 24th November in Dundee . For further information:

Meanwhile in the beautiful surroundings of South Uist, Outer Hebrides, Cothrom will be holding their Social Audit Panel Meeting on 18th November.


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SAN Training Programme

SAN has recently updated its training programme, with a number of new events across England and Scotland over the coming months. SAN can run several types of training event: the two day Social Accounting Prove, Improve and Account (PIA) course; the one day Social Auditor Workshop for people want to audit social accounts; a one day Introduction to Social Accounting and Audit; a half day Taster on social accounting; and a Measuring Social Impact course. All these courses use the new Guide to Social Accounting and Audit. There is also a one day training course for those involved in training/facilitating the PIA using the new Guide - participants are usually invited to attend this course and comes with an electronic "package".

The PIA works through the Four Steps of the Social Accounting and Audit process and is designed for people who either wish to use social accounting in their own organisation or wish to assist other organisations prepare social accounts... For more information and list of upcoming events check out the SAN website.

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SAN practice Case Studies

SAN is always looking for organisations to feature as Case Studies in both this newsletter and on the SAN website. A number of these have been prepared following the SAN research project.

There are now 26 Case studies on the SAN website, accompanied by a handy directory feature to help you select the best for your needs.

To visit the Case Studies page....

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Stop Press

Important News

The new Social Value Foundation aims to ensure that NHS organisations in the North-West of England actively innovate, inspire and invest to improve the economic, social and environmental well-being of local communities in everything they do.

With the region being a leader in this field and a social value bill going through Parliament, this is a crucial time to move this agenda along and to get your voice heard. Please see or contact Julie Cheetham

The launch of the Social Impact Analysts Association (SIAA) will be held on Thursday 1 December 2011 at Kings Place in central London. For more details please get in touch at or +44 (0) 207 620 4888

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Contacts and Coordinators

North East England

Julie Gowland

South East

Barbara Beaton

South Central England

Dave Furze

North West England

Liz Brooks Allen and Anne Lythgoe

West Midlands and East Midlands

Iftikar Karim (until June 2016) and Sean Smith

Yorkshire and Humber

Bernie Speight

South West England

Helen Vines

Northern Ireland

Peter MacCafferty