Financial models, toolkits and good practice

This section features financial models and good practice to help members with their day-to-day financial management.

Media browser

Total results: 36
Format Status Title Description Size Download
docx Current File size: 913KB Published Date: 14/05/2019
xlsm Current File size: 61KB Published Date: 03/05/2019
xlsx Current This is our A-Z list of assets, liabilities and governance which you will find useful when creating your assets and liabilities register. File size: 28KB Published Date: 06/03/2019
xlsx Current File size: 3MB Published Date: 15/01/2019
xlsx Current File size: 5MB Published Date: 09/01/2019
pdf Current File size: 436KB Published Date: 20/12/2018
xlsx Current We all want to deliver excellent customer service, but often we miss the opportunity to make use of a valuable source of feedback to improve our services. Is your complaints management process helping deliver better services? Is it improving customer satisfaction? Is it contributing to your value for money agenda? Use this toolkit to help you answer these questions. File size: 427KB Published Date: 12/12/2018
xlsm Current File size: 139KB Published Date: 08/10/2018
xlsm Current File size: 9MB Published Date: 22/06/2018
pdf Current File size: 98KB Published Date: 22/06/2018
pdf Current File size: 466KB Published Date: 13/06/2018
xlsm Current File size: 9MB Published Date: 30/05/2018
xlsx Current File size: 2MB Published Date: 04/04/2018
xlsm Current File size: 375KB Published Date: 27/02/2018
pdf Current File size: 4MB Published Date: 24/01/2018
xlsx Current File size: 8MB Published Date: 03/01/2018
xlsx Current File size: 5MB Published Date: 13/07/2017
pdf Current File size: 2MB Published Date: 11/07/2017
xls Current File size: 133KB Published Date: 26/04/2017
xlsx Current The social housing sector is trying to establish 15 measures that will allow Registered Providers to be compared easily. The proposed 15 measures can be grouped under the following 3 categories: Investment, customer feedback and financial. File size: 7MB Published Date: 14/02/2017
xls Current Delivering and proving Value for money (VfM) is key to dealing with the current business challenges facing the housing sector. In addition in addition in order to achieve the requirements of self-assessment the regulators now expect housing providers to have: File size: 377KB Published Date: 05/10/2016
pdf Current These are the slides from our events with the Homes and Communities Agency on Value for Money and the new Cost per Unit (CPU) analysis. File size: 1MB Published Date: 11/07/2016
xlsm Current The HCA released the Global Accounts on 17 February 2016. This is our latest analysis of the data including tools to allow you to generate your Cost Per Unit. File size: 6MB Published Date: 11/07/2016
pptx Current These slides were generated using the hf:expert global accounts dataset. They show the huge variation in costs between the organisations that came along to our 'Learning from In-Depth Assessments" events in May 2016. File size: 445KB Published Date: 14/05/2016
pdf Current Ian Parker has produced this guidance to explain the requirements, suggested layout and learning from the assets and liabilities registers that we have reviewed. File size: 468KB Published Date: 03/03/2016
xls Current Our Rent Loss model has now been updated for 2016. It can be used as a tool to identify the impact of the welfare reforms – as known at this point in time - on an organisation’s overall rent loss. File size: 140KB Published Date: 29/02/2016
xls Current This Rent Loss model has been designed by GatleyConsult Ltd + HQN Ltd to be used as a tool in order to identify the impact of the welfare reforms File size: 136KB Published Date: 10/07/2015
xls Current This new time-saving model from hf:expert is very topical, given the Queen’s Speech today. It is a model that calculates the RTB discount and the cost of the mortgage repayment on the amount to be funded based upon various chosen interest rates. File size: 172KB Published Date: 03/06/2015
xlsx Current This year's model now has data for the financial years from 2011/12 – 2013/14. In addition to analysing management and maintenance costs by organisation and comparing by type (ie, traditional and LSVT) you can also compare yourself to housing providers of a similar size. Or, you can compare your organisation with a selected peer group. File size: 2MB Published Date: 20/05/2015
xls Current This new model helps to identify the ‘internal subsidy’ required for each new home and assessing when the business plan capacity will run out. File size: 528KB Published Date: 10/03/2015
xls Current Our HRA self-financing checklist has been updated for 2015. It is a voluntary code of practice based upon six principles and supporting provisions, which together describe what the sector considers as essential elements. File size: 57KB Published Date: 28/01/2015
xls Current Service Charge Budget for the period 01/04/2015 to 31/03/2016 File size: 202KB Published Date: 06/01/2015
xls Current This model from the Housing Finance Excellence Network will help with your service charge calculations and processes. File size: 207KB Published Date: 09/09/2014
xls Current This data analysis model (“the model”) has been designed by GatleyConsult Ltd + HQN Ltd to be used as a tool in order to analyse the HCA Global Accounts. File size: 1MB Published Date: 12/08/2014
xls Current The updated 2014 toolkit will help with your strategy roll-out and approach. File size: 367KB Published Date: 13/03/2014
xls Current This Rent Loss model (“the model”) has been designed by GatleyConsult Ltd + HQN Ltd to be used as a tool in order to identify the impact of the welfare reforms – as known at this point in time - on an organisation’s overall rent loss. File size: 140KB Published Date: 25/02/2014
Total results: 36