A tour of the Schedule Five interface
These are the screens of the compliance platform itself rather than illustrations of it. Every heading, column, status and figure below comes from the working application, set against a worked example club so you can see what a licence position looks like when it is held in one system instead of six spreadsheets.
Screens shown with a worked example club. Interface as at rules version v2-ifr-2026-07.
Club dashboard
The landing screen answers one question before any other: where does this club stand today, and what should it do next. Licence status, the rules version in force, the application window and the top remediation items all sit together, so a board can take the position in at a glance rather than waiting for a quarterly paper.
Harchester United
League One
- 1Assess requirements in gap analysis
- 2Record owners, officers and senior managers
- 3Attach supporting evidence
- 4Review the application pack
| Financial resources thresholdTR-FIN · Sch 4 para 2; s.18 | Red card |
| Publish personnel statementDUTY-S52 · s.52 · target 31 October 2026 | Red card |
| Pay the levyDUTY-S53 · s.53-54 · target 31 March 2027 | Red card |
| Fan engagement thresholdTR-FANENG · Sch 4 para 4; s.18 | Red card |
| Annual declaration condition (Condition D)MC-ANNDEC · Sch 5 para 10-11; s.20 | Red card |
Schedule Five assembles and organises your compliance records. It is not legal advice; advisory judgement sits with your adviser.
Gap analysis
This is the working surface. Every requirement in scope is assessed in place, with the reasoning kept beside the judgement rather than buried in a separate report. Six months later, when somebody asks why a requirement was marked as it was, the answer is still attached to the row.
Gap analysis
Assess Harchester United against every requirement in scope. Changes save immediately and are recorded in the audit log.
| Requirement | Status | RAG | Rationale | Priority | Target date |
|---|---|---|---|---|---|
| Financial resources thresholdTR-FIN · Sch 4 para 2; s.18 | Not started | Red card | Rationale for this status… | 1 | — |
| Publish personnel statementDUTY-S52 · s.52 | Gap | Red card | Personnel statement not yet published. | 1 | 2026-10-31 |
| Non-financial resources thresholdTR-NONFIN · Sch 4 para 3; s.18 | Partial | Yellow card | Non-financial resources assessment part-complete; fan engagement plan drafted but not yet board-approved. | 2 | — |
| Pay the levyDUTY-S53 · s.53-54 | Gap | Red card | Levy rules not yet in force; flagged for action once the IFR levy rules are made. | 2 | 2027-03-31 |
| Fan engagement thresholdTR-FANENG · Sch 4 para 4; s.18 | Not started | Red card | Rationale for this status… | 3 | — |
| Financial plans condition (Condition A)MC-FINPLAN · Sch 5 para 2-3; s.20 | Met | In place | Strategic business plan forecast submitted on the IFR template; board-approved 12 June 2026. | 4 | — |
| Corporate governance statement condition (Condition B)MC-CGS · Sch 5 para 4-7; s.20 | Met | In place | Corporate governance statement approved by the board and filed; current version is v2 (see evidence). | 5 | — |
| Fan consultation condition (Condition C)MC-FANCON · Sch 5 para 8-9; s.20 | Partial | Yellow card | Fan consultation plan in place; formal written engagement standard sign-off is still outstanding. | 6 | — |
Showing 8 of 18 rows. The remaining ten are Not started, priorities 7 to 16.
Schedule Five assembles and organises your compliance records. It is not legal advice; advisory judgement sits with your adviser.
Requirements
The encoded regime itself: every requirement in scope for your tier, with the paragraph of the Act and the IFR rule reference sitting behind it. This screen is deliberately colourless, because it records what the law says rather than what anybody thinks of your club.
Requirements
Every requirement in scope for Harchester United's tier (League One), with its statutory citation. Reference material — assess status in gap analysis.
Rules as at 1 July 2026.
Threshold
| Code | Title | Kind | Citation | IFR rule ref |
|---|---|---|---|---|
| TR-FIN | Financial resources threshold | Threshold | Sch 4 para 2; s.18 | LG ch.2 |
| TR-NONFIN | Non-financial resources threshold | Threshold | Sch 4 para 3; s.18 | LG ch.3; LG-A Condition D.4-D.5; LG Annex D |
Mandatory condition
| Code | Title | Kind | Citation | IFR rule ref |
|---|---|---|---|---|
| MC-FINPLAN | Financial plans condition (Condition A) | Mandatory condition | Sch 5 para 2-3; s.20 | LR A1; LG ch.2; LG-A Condition A.1-A.11 |
| MC-CGS | Corporate governance statement condition (Condition B) | Mandatory condition | Sch 5 para 4-7; s.20 | LR A2; LG ch.4 + Annex B; LG-A Condition B.1-B.12; CGC |
| MC-ANNDEC | Annual declaration condition (Condition D) | Mandatory condition | Sch 5 para 10-11; s.20 | LR A4; LG ch.6; LG-A Condition D.1-D.9; LG Annex C |
Notification duty & prohibition
| Code | Title | Kind | Citation | IFR rule ref |
|---|---|---|---|---|
| NOT-S27 | Notify prospect of new owner or officer | Notification duty | s.27 | ODSE Rules 2.1-2.2 (per Annex C) |
| NOT-S46 | Home ground: notify prospect and obtain approval… | Prohibition | s.46 | — |
| DUTY-S52 | Publish personnel statement | Publication duty | s.52 | PLAG; duty on licensed clubs not yet live as at 1 Jul 2026 (LG 1.24) |
Showing 8 of 18 requirements across five kind sections.
Schedule Five assembles and organises your compliance records. It is not legal advice; advisory judgement sits with your adviser.
Evidence
The versioned record of what actually backs each requirement. Documents are superseded rather than overwritten, validity dates are carried on the row, and every status change is logged. If the IFR ever examines a submission, the provenance is already sitting there.
Evidence
The evidence repository for Harchester United, grouped by requirement.
Corporate governance statement condition (Condition B)
MC-CGS · Sch 5 para 4-7; s.20
| Version | Item | Status | Valid from / to | Uploaded | History | Actions |
|---|---|---|---|---|---|---|
| v1 | Corporate governance statement 2025corporate governance statement · cgs-2025-v1.pdf | Approved | 1 September 2025 – 31 August 2026 | Demo compliance lead · 1 September 2025 | Superseded by v2 | — |
| v2 | Corporate governance statement 2026corporate governance statement · cgs-2026-v2.pdf | Draft | 1 July 2026 – Not set | Demo compliance lead · 1 July 2026 | Current | Approve Supersede |
Financial plans condition (Condition A)
MC-FINPLAN · Sch 5 para 2-3; s.20
| Version | Item | Status | Valid from / to | Uploaded | History | Actions |
|---|---|---|---|---|---|---|
| v1 | Strategic business plan forecast FY26-29strategic business plan · finplan-fy26-29.pdf | Approved | 15 June 2026 – Not set | Demo compliance lead · 15 June 2026 | Current | Mark submitted Supersede |
Schedule Five assembles and organises your compliance records. It is not legal advice; advisory judgement sits with your adviser.
People and ownership
Record who holds what and the engine works out who counts as an owner under Schedule 1, including indirect chains of majority stakes, nominee holdings and joint arrangements. Every attribution cites the paragraph it rests on, which is the difference between an answer and an assertion.
People
Owners and officers at Harchester United: the ownership structure, the Schedule 1 evaluation of who is an owner, and each person's determination status.
| Person or entity | Owner | Conditions met | Shares % | Voting % | Appoint/remove |
|---|---|---|---|---|---|
| Maria RossiIndividual
Sch 1 para 9 — majority stake in Harchester Topco Ltd held via direct 0% + indirect 60% through Rossi Holdings Ltd (voting and rights aggregated under Sch 1 para 9; basis: majority of voting rights (para 9(3)(a))) Sch 1 para 6(1) — holds 30% of the issued share capital by aggregate nominal value (> 25%) |
Owner | C2 | 30 | 0 | No |
| Patrick QuinnIndividual
Sch 1 para 10 — holding h-nominee-club: held by Castle Nominees Ltd as nominee for Patrick Quinn — attributed to the principal Sch 1 para 7(1) — holds 28% of the voting rights in the club (> 25%) |
Owner | C2 C3 | 28 | 28 | No |
| Elena ShawIndividual
Sch 1 para 5 — joint arrangement "shareholders-agreement-2026": Elena Shaw is taken to hold the combined holdings of all parties (Elena Shaw, Daniel Webb) |
Owner | C2 C3 | 30 | 30 | No |
| Daniel WebbIndividual | Owner | C2 C3 | 30 | 30 | No |
| Castle Nominees LtdCompany · not an eligible owner kind | No | — | 0 | 0 | No |
| Rossi Holdings LtdCompany · not an eligible owner kind | No | C2 | 30 | 0 | No |
Schedule Five assembles and organises your compliance records. It is not legal advice; advisory judgement sits with your adviser.
Deadlines
Dates derived from the encoded rules rather than typed into a spreadsheet: cycles, submission windows and the working day shifts that move a deadline off a Sunday. This is the part a spreadsheet quietly gets wrong, and the reason for encoding the regime as data in the first place.
Deadlines
Upcoming deadlines for Harchester United, derived from the requirement schema's cycles.
Rules as at 1 July 2026.
⚠ This club has no licence effective date yet, so licence-condition deadlines that anchor to it cannot be dated. Deadlines that anchor to a fixed schema date still appear below.
- Provisional application window (top-5 leagues)
- 2 November 2026 – 26 February 2027
- Promoted / National League System window
- From 1 March of promotion year (LR C3.5(b))
- Licence duration
- 3 years, extendable under s.18(6)(b)
- Source
- s.16-17; LR C1-C5; PLAG
Upcoming (next 12 months)
| Due date | Requirement | Window | Days remaining | Source |
|---|---|---|---|---|
| 26 February 2027 | Provisional operating licence application — submission window closes (application window)LIC-PROV-APP · provisional application window | 2 Nov 2026 – 26 Feb 2027 | 179 · Later | LR C1-C5; PLAG |
| 1 June 2027 | Annual declaration condition (Condition D)MC-ANNDEC · 2027 annual cycle | 1 May 2027 – 1 Jun 2027 | 274 · Later | LR A4; LG ch.6; LG Annex C |
Full calendar · 2027–2028
| Due date | Requirement | Window | Source |
|---|---|---|---|
| 1 November 2027Shifted from 31 October 2027 (non-working day) | Corporate governance statement condition (Condition B)MC-CGS · 2027 biennial cycle · pre-licence | — | LR A2; LG ch.4 + Annex B |
| 31 May 2028 | Financial plans condition (Condition A)MC-FINPLAN · 2028 annual cycle · pre-licence | 17 May 2028 – 31 May 2028 | LR A1; LG-A Condition A.1-A.11 |
| 1 June 2028 | Annual declaration condition (Condition D)MC-ANNDEC · 2028 annual cycle · pre-licence | 1 May 2028 – 1 Jun 2028 | LR A4; LG ch.6 |
Showing 3 of 15 calendar rows, 2027 to 2032.
Schedule Five assembles and organises your compliance records. It is not legal advice; advisory judgement sits with your adviser.
See it against your own club
The screens above use a worked example. The useful version is the same interface with your club's tier, ownership structure and evidence in it, which takes about thirty minutes to walk through. No charge, no obligation.