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ASSET MANAGEMENT

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EXECUTIVE SUMMARY

Eight years after its creation,

Stafford and Rural Homes (SARH)

is at an exciting stage of its

journey as a leading housing

association in the Midlands. In

2010-11 SARH, having delivered

the promises set out in the

transfer agreement, has now

moved on to on to deliver a

range of exciting new initiatives.

This included plans to build and

acquire more new affordable

homes and regenerate existing

neighbourhoods.

This strategy provides a blueprint for the future of the Asset Management function

at SARH from 2014 -2017. This strategy outlines how SARH will deliver best value for customers, continue delivering investment and regeneration initiatives, the methods of programme delivery including non-asset solutions, and what resources will be required. It outlines how SARH will manage its resources to ensure it can achieve its five aims outlined within this strategy.

There are many challenges affecting the Asset Management sector including rising costs, enhanced customer expectations and the management of complex information. Only through long term planning, partnership working, investing in staff and making best use of technology can SARH successfully overcome these complex challenges. Asset Management is an important catalyst to assist the organisation in achieving its corporate goals and objectives which

are set out within the SARH Corporate Plan. SARH will operate in a complex environment which seeks partner agencies to support SARH ambitions and assist in introducing mechanisms which help to grow SARH asset portfolio. The Asset Management Strategy identifies five aims which will provide a strategic roadmap that ensures SARH operates a joined-up and

focused asset management function.

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STRATEGIC CONTEXT

SARH was created in 2006

following the stock transfer

from Stafford Borough Council

(SBC) . SARH owns and manages

approximately 6,000 properties,

2,800 which are in the Town of

Stafford, 1,283 in Stone and the

remainder spread across rural

villages within the borough.

SARH has a mixed portfolio of properties within its property stock including approximately 3,900 traditionally built homes, 900 non traditional homes and 800 homes situated in Independent Living Schemes across 19 sites. SARH also manages approximately 300 leaseholder and commercial properties and over 150

garage sites.

Since 2006 SARH has invested over £81 million on improvement and regeneration programmes which have benefited SARH customers by improving homes, neighbourhoods and creating job opportunities for local people.

In 2012 SARH setup Housing Worx, a trading subsidiary which delivers improvements such as Kitchen, Bathrooms and Doors for SARH. Housing Worx creates local job opportunities and any surpluses are gifted back into SARH. During the lifetime of this strategy SARH will invest over £24 million within its neighbourhoods and across its housing stock and our aim is to use Housing Worx to undertake this investment where they demonstrate value for money.

Since 2006 SARH has put in place a clear strategic approach to Asset Management which has customer satisfaction, value

for money and intelligence led investment at its core. This is demonstrated through the successful delivery of SARH transfer promises, investment in regenerating neighbourhoods through Total Place and delivery of the investment programme through local businesses and suppliers.

Key Themes

• Value For Money

• Partnership Approach

• Excellent Customer Service

• Investment Based On

Intelligence

• Social Value

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AIM 1

Value for money

Further integrate value for money approaches into all asset functions and to minimise the

cost increase per year of capital and repairs function by introducing on-going efficiencies.

Measures needed

to reach target

1 To review the capital programme annually against the most appropriate investment strategy.

2 To increase partnership working with Housing Worx where value for money is clearly demonstrated.

3 Benchmarking and using best practice methods when

procuring, managing contracts and developing specifications.

4 Achieve top quartile in performance indicators for asset management costs, delivery and customer satisfaction.

Target

To achieve top quartile for Asset Management key performance indicators when measured against similar social housing providers by 2017

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AIM 2

A commitment to energy efficient homes

To improve the average SAP rating across all homes which will reduce carbon emissions,

reduce fuel bills for customers and provide warmer homes.

Measures needed

to reach target

1 Be an exemplar in Stafford Borough, working with partners to promote

affordable warmth and reduce fuel poverty amongst our customers.

2 All traditionally constructed properties have their cavities and lofts insulated.

3 Improving heating systems installed with SARH homes.

4 All customers benefiting from energy efficiency measures receive energy saving advice to enable maximum benefit. 5 To actively pursue all external funding

opportunities to maximise financial support for energy efficient measures.

6 Continue investing in renewable technologies

7 Work towards top quartile for SAP rating measured against other social housing providers

Target

To improve the average SAP rating across all SARH stock to a minimum of 70

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AIM 3

Building and increasing asset base

Increase current asset base through building and acquiring homes.

Measures needed

to reach target

1 Assess and measure the performance of

SARH stock

2 Work with the local authority to retain right to buy capital receipts

3 Make best use of SARH assets through reconfiguring homes, redeveloping garages and commercial buildings.

4 Maximising grant and gift aid opportunities

Target

Increase current asset base through building and acquiring 300 homes during the life of this strategy

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AIM 4

Maximising asset performance

To maintain 100% decent homes standard across our stock.

Measures needed

to reach target

1 An on-going and continuous cycle of 5% annual stock condition surveys

2 Review the suitability of the following assets: Independent Living Schemes, Commercial Premises, Garage Sites and Non Traditional

3 Continue to maintain 100% decent homes annually

4 Managing repairs and cyclical maintenance in line with SARH 30 year business plan

Target

To maintain 100% decent homes standard across SARH stock

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AIM 5

Regeneration

To undertake area regeneration in a holistic manner.

Measures needed

to reach target

1 Completion of Total Place One investment area Penkside

2 Design work undertaken on Total Place Two investment Area Stafford Central

3 Start on site at Total Place Two investment Area Stafford Central

Target

Improve at least 350 homes through the Total Place programme

References

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