Planned Works Toolkit

Planned Works Toolkit Non-Regional Contracts Delivery Process

Service Chargeable Works – Section 20 Some of the Asset Investment works we deliver have an impact on the customers service charge and Anchor has a legal obligation under Section 20 of the Landlord and Tenant Act 1985. This requires Anchor to consult with customers where the cost exceeds £250 per dwelling. Anchor have entered into qualifying long term agreements with some suppliers. This means residents will have already been consulted during the procurement stage of the tender, and competitive tenders and consultation for contractor nominations have already been carried out. Therefore, where possible,delivery of these works should be with one of Anchor’s suppliers who are setup on a Qualifying Long Term Agreement (a 30 day consultation process still applies under Section 20). This includes the main regional suppliers. Where we do not have a qualifying long term agreement in place, a full tendering process and two/three stage consultation process under Section 20 will need to be followed (notice of intention, statement of estimates and notification of reasons if applicable). There is extensive information on the Bridge in how to follow the Section 20 Process including all forms and guidance you require to fulfil our legal obligations.

• Section 20 Process A comprehensive Section 20 E-Learning Course is available on the MyLearning Academy which should be completed by all Surveyors. Home Ownership Locations It should be noted that all works are service chargeable in Home Ownership locations, whether paid for from the Home Ownership sinking fund or repairs fund. Rented Locations Link In rental locations there are a number of components that are paid for by the customers service charge and Surveyors should be familiar with this list as Section 20 will apply. A full list of items paid for by the service charge in rented housing is available on the Bridge here: Link

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