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SERVICES

Your Strategic Partner for Compliance with Accountability and Impact

We have the knowledge, experience and expertise to meet your expectations, and offer a variety of services customized to fit your specific needs.


Learn more about the changes and value additions we can help you achieve. 

CSR STRATEGY AND POLICY FORMULATION

3 decades of experience, working with the top players in the industry and a team of experts who were actively involved in the formulation and rollout of Corporate Social Responsibility - Section 135, Companies Act, 2013.


We actively engage with our clients to co-create a strategic CSR plan that is Scalable, Sustainable aligned to the Indian context taking into account their specific needs and objectives to grasp the competitive advantage that CSR can provide for their business goals.


We help develop a distinctive CSR Strategy and Policy as per the mandate of the CSR Legislation in India, taking into account the business context, the local context and the environment an organization operates in, addressing critical issues while engaging communities for ownership driven sustainable outcomes.

CSR GOVERNANCE AND BOARD LEVEL COMPLIANCES

We enable strong Leadership based Governance within organisations - Corporates as well as NGOs - thereby ensuring that CSR from the Board level is not only fully compliant with all required legal mandates, but its rollout leads to genuine outcomes and impact that can be positively shared in public domain and regulatory filings

SERVICES FOR CHIEF FINANCE OFFICER (CFO)

As per Companies (Corporate Social Responsibility) Amendment Rules, 2021 role of the CFO has become paramount to verify CSR spending and seek approval on the same from the Board. The spend must be in full compliance to the CSR Policy of the company. 

CFO services include:

  1. Physical verification of the utilization by the project team that reports to Head CSR as part of Monitoring & Evaluation (M&E). This means actual programmatic Audit of the Activity as approved by the donor.

  2. All bills and vouchers of the above are to be compiled by the NGO program team and verified by the donor.

  3. The CA of the NGO to audit this utilization as per frequency stated in the MOU, and then to issue a UDIN (Unique Documentation Identification Number) addressed to the donor.

  4. The CFO of the donor to give his or her certification based on the above. For the same, services of the company CA may be suitably utilized.

END TO END MANAGEMENT & ADMINISTRATION OF CSR

Services Include:

  1. Board level compliance: Includes but not limited to - Constitution and functioning of CSR Committee of the Board; Development of Annual Action Plan and its reviews

  2. Admin Overheads management

  3. Project Management: Design, Implementation and Monitoring & Evaluation 

  4. Synchronizing CSR Grant Cycle to Financial Year Cycle to ensure 100% Utilization of funds is achieved within the financial year

  5. Impact Assessment of CSR projects

  6. Mandatory CSR Reporting

ACCOUNTING, AUDIT AND TAXATION SERVICES

We ensure that your CSR spending is well accounted for, funds Utilization is fully documented and the Chartered Accountant based Audit is in alignment with required mandates. This enables the Chief Finance Officer / Finance Leaders in your organisation to verify/justify all spending for Board level submission as well as Taxation.

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Income Tax, Goods & Services Tax (GST) and all Tax Exemption matters are taken care of in a seamless manner.

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IMPACT ASSESSMENT

  1. Understand the immediate and long-term outcome of the CSR program ​

  2. Assess the effectiveness of the program in-line with the set objectives​

  3. Understand the delivery of the program by the implementation partner from point of view of all the stakeholders ​

  4. Interview stakeholders who have benefitted through this project. Capture their stories, and how this effort has made an impact on their lives ​

  5. Exhaustive assessment to be conducted on ground by Lakshyaa team​

  6. Capture the Social Return On Investment ​

  7. Ensure that all compliance was in check and followed as the project was executed ​

  8. Ensure that Key points at each stage of the project were followed in line with the signed MoU – CSR Need Assessment, Theory of Change for the project, Baseline and Endline, Project progress and completion reports ​

  9. Recommendations to improve such efforts for future 

NON-PROFIT ADVISORY

  1. NGO Board Management

  2. Strategy in alignment with Sustainable Development Goals (SDGs), CSR and their own Constitution

  3. Project development based on Need Assessment, in alignment with Government Policy frameworks in respective thematic areas like health, education, skill development, environment etc.

  4. Extensive Documentation 

  5. Monitoring & Evaluation 

  6. Reporting 

  7. Accounting, Audit and Taxation, related Compliances, including all Tax Exemptions

  8. FCRA - Foreign Contribution Regulation Act 2020 - related compliances and management  

Do you need assistance in making important CSR decisions, or if you would like to know more about our Kojo service offering? Contact us today and we would be happy to talk and guide you.

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