A Framework Code of Management Practice for Owner Occupied Sheltered Housing

ANNEX 5

ARRANGEMENTS FOR THE TRANSFER OF MANAGEMENT RESPONSIBILITIES

1. Where a decision has been taken to change the manager of a development, the outgoing manager must provide the incoming manager with the following information: -

• the warden’s contract of employment and conditions of service;
• the name and address of the central emergency alarm provider;
• details, including dates, of all maintenance contracts;
• details, including dates, of all insurances held;
• current budgets and latest accounts for the development, including anticipated surpluses or deficits and reserves or sinking funds;
• details of all heritable property held;
• an inventory of all moveable property held.

2. The incoming manager must check the information provided by the outgoing manager and will be responsible for confirming the accuracy of all details. The incoming manager will also be responsible for collating residents’ current personal and medical details.

3. The incoming manager must ensure, to the satisfaction of the owners and the outgoing manager, that the obligations of sheltered housing included in the Deeds of Conditions will be accepted in a binding contract or management agreement and that the outgoing managers’ responsibilities for ongoing services will cease at the date of transfer.

4. The incoming manager must ensure continuity of cover in respect of the following services: -

• the warden;
• the emergency alarm;
• essential maintenance services, such as the emergency alarm, fire alarms and equipment and door entry systems;
• insurance;
• the vetting of prospective purchasers to ensure compliance with the Deeds of Conditions;
• concessionary television licence (where appropriate).

5. The incoming manager must ensure that, in agreement with the owners, adequate provision is made to deal with the following: -

• the transfer of staff e.g. warden(s) and cleaner(s), or the liability for redundancy;
• the transfer of accommodation e.g. the warden’s accommodation, guest room etc;
• legal fees and other expenses associated with the transfer, including on the management agreement, staff and property transfers.