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TS-BGS-16 Trust & Stewardship Board Governance & Strategy CORE Compliance v2.9.7

Participatory-budget board active

Assesses whether the organization has an active community consultation board enabling meaningful stakeholder participation in decision-making. Specifically, it requires allocating ≥1% of the Eligible Participatory Base (EPB) as a ring‑fenced ‘participatory pool’. EPB is defined as the planned unrestricted discretionary programme spend for the coming FY (excluding governance costs, statutory commitments, contractual/committed spend, and designated funds). If EPB results in a pool <£5,000, a floor of £5,000 (or justified alternative) applies.

KPI / Measure
MetricParticipatory budget allocation rate
Target≥1% (L3), ≥1.5% (L4), ≥2% (L5)
FrequencyAnnual
Method(Participatory allocations / Eligible Participatory Base) × 100
UnitPercentage
Maturity Levels
Level 1: Initial/Ad-hoc

Informal or ad-hoc consultation on budget matters exists. Stakeholder input is gathered sporadically without a formal structure or guaranteed influence.

Level 2: Developing

A formal charter for a participatory-budget board is documented. The process is defined, but implementation is inconsistent or lacks a defined budget floor.

Level 3: Established

The participatory-budget board is established and active. It allocates ≥1% of the Eligible Participatory Base (EPB) via a defined process with minimum governance and control standards.

Level 4: Advanced

EPB allocation ≥1.5%; ≥90% of the pool is allocated via the participatory process; stakeholder satisfaction ≥75%; public report includes decisions with rationales.

Level 5: Optimizing

Process integrated into strategic planning; EPB allocation ≥2% (or justified cap); equity gaps decrease year-on-year (measured via RPI); external/peer review conducted.

Applicability

Organisation Types

ALL

By Organisation Size

SizeApplicabilityNotes
Micro exempt Disproportionate administrative burden; formal delegated authority and ring-fenced pools are overly complex for under £10k income.
Small exempt Too complex for small charities; informal community consultation is sufficient at this scale.
Medium optional Advanced practice; excellent for community engagement but resource-intensive to formalise with ToRs and ledger codes.
Large full Has the administrative capacity and financial scale to manage formal sub-committees, ToRs, and specific ledger management.
Major full Fully applicable; expected to have robust community representation, formal ratification processes, and delegated structures.

Applicable When

  • Organization is legally constituted

Not Applicable When

  • The organization is a private endowment (e.g., Waqf) with fully restricted terms.
  • The organization is a subsidiary with no discretionary budget control.
  • The organization has zero unrestricted discretionary programme spend (100% restricted/statutory).

Discussion (1)

Administrator 2026-03-07 11:07:43.393680

📋 **Version updated: 1.0.0 → 2.9.7** **Changes:** Updated islamic_references from mizan-297.json

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