Beaudesert & Henley in Arden Joint Parish Council
Year Planner
| Month | Action |
| JANUARY | Final Agreement of Budget & Precept |
| Send Precept request to SDC | |
| Start Planning for Election (if required) | |
| Plan future years meeting dates | |
| Arrange an Internal Auditor & send out letter of engagement | |
| FEBRUARY | Start to write any tenders necessary |
| Review Grass-mowing & maintenance contract | |
| Review current Direct Debits | |
| Organise PAT Testing of IT equipment | |
| Arrange audit of internal controls | |
| MARCH | Plan Annual Assemblies |
| Plan Annual JPC Meeting and review of JPC policies on a monthly basis | |
| Check Annual Return Received from External Auditors | |
| Ensure meeting date in place to approve Annual Return | |
| Organise review of Risk Assessment & Asset Register | |
| Prepare DD list for approval by JPC | |
| Chase any outstanding payments/receipts before year end | |
| APRIL | Prepare Election packs if required |
| Finalise annual accounts | |
| Carry out a Bank Reconciliation | |
| Request nominations for chair/vice chair | |
| Submit VAT Reclaim for Year | |
| MAY | Prepare Annual JPC Meeting incl confirmation of General Power of Competence in Election year |
| Book meeting venue for the year | |
| Prepare Cllr Induction Packs if required | |
| Receive Acceptance of Office Forms at Annual JPC meeting | |
| Complete all Accounting Statements & ensure they are sent to External Auditors | |
| Finalise Internal Audit | |
| Prepare Bank Reconciliation & check bank signatories | |
| Review all JPC Policies | |
| Review JPC insurance is adequate | |
| Organise Annual Staff Appraisal for Clerk | |
| JUNE | Post Annual Return to External Auditors |
| Give Notice of Electors Rights | |
| Request submission from Portfolio Holders for Annual Report and Accounts | |
| JULY | Finalise JPC Annual Report and Accounts |
| SEPTEMBER | Organise Annual Report & Accounts to be delivered to all householders |
| OCTOBER | Review JPC web site and IT arrangements |
| Send draft budget to Cllrs | |
| Conduct a review of JPC insurances | |
| NOVEMBER | Plan events calendar for coming year inc review of JPC policies |
| Start to collate budget information | |
| Organise an informal budget meeting with Cllrs | |
| Organise Christmas event | |
| DECEMBER | Send Christmas cards & organise gifts |
| Check reserves & contingencies are adequate | |
| Arrange initial agreement to precept request | |
| letter/notice in Henley Focus/ HNOL to community re: precept |