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1 development consultancy software training
2 SDS Catalyst Annual Members Meeting Friday, 8 th August, 2014
3 Agenda Arrival & Coffee Introductions & Review of Results Future changes - 1 st April System Housekeeping Timetable Pricing Open Discussion 1.00 Lunch
4 We were terribly late.!!!
5 While we re apologising. Current known issues o Saving issue IE Version 11 some code disabled by MS o Password saving refer to SDS if password changes required o Server clock faulty saving affected resolved but some previous schemes still affected
6 Catalyst Reports 1. Annual Peer Group Report Full report on peer group 31 members out of 45 submitted a full set of data (70%) 1,298 schemes submitted 10,205 units More schemes but fewer units than last year 25,821 NB units developed by all organisations, Catalyst = 40% of total
7 Your Results 2. Your Results Report Executive Report + Detailed Results Focuses on your data alone Shows trends Appendices identify schemes which create the KPI
8 Expert Commentary 3. Expert Commentary Expanded Your Results Report Identifies strengths & weaknesses Useful for boards/committees Optional
9 Your Results Executive Summary Top level view Comparison to peer group New This Year Simplified scheme timing NB A&W schemes only, Acq to PC Expanded sales timing average time for selling SO and OMS Introduced new PI for defects arising during the DLP New PI for conversion of target rented stock to affrodable rented Dropped PIs for Lifetime Homes and Form of Construction
10 Your Results Appendices Format as last year 7 Appendices 3-year trend analysis Identifies the schemes contributing to your score
11 Internal Subsidy Internal subsidy G15 down from 23k last year to 6k. L&SE down from 27k to 11k this year. Other down from 12k to 9k this year. Dramatic reduction effect of higher rents and fewer target rented properties than the previous year?
12 Gearing Results Peer Group Affordable Rent Gearing % Last Year Shared Ownership Gearing % G15 66% 59% L&SE 72% 77% Other 76% 68% Last Year Average 70% 66% 64% 63%
13 Stock Conversions & Size of Programme Results Peer Group Conversion to AR as % of rented stock owned AR units developed divided by conversions All units developed divided by rented stock owned G15 0.7% % L&SE 1.0% % Other 1.8% % Average 0.8% %
14 New Build Acq & Works Cost Results o Based on fixed benchmarks o Adjusted for location & build type o Works cost Average 1,581 per m², 3% up on last year o G15: 2% higher o L&SE: 5% lower! o Other: 4% higher
15 New Build Acq & Works Cost Results o Based on fixed benchmarks o Adjusted for location & build type o Acquisition cost Average 40,719, 14% lower on last year o G15: 16% lower o L&SE: 1% higher o Other: 2% higher
16 New Build Acq & Works Cost Comparison for NHF o Comparison requested by NHF o Overall small increase in works cost, 3% - less than expected o Reduction in acquisition costs s106 schemes developed first? o Year shown is for handovers cost year c. one year earlier o Impact of recession on negotiations at time of bidding
17 On-costs Results - % of A&W Total on-costs 14% NB A&W (down 4%) 9% Package Deal (Down 4%) Fees 10% NB A&W (down 2%) 6% Package Deal (down 3%) Interest 4% NB A&W (down 1%) 3% Package Deal (same)
18 Staff Numbers & Cost Trend Summary Indicator 2009/ / / /13 Units Developed (av'ge in sample) Staff per 100 units developed Staff cost per WTE ( ) 50k 50k 55k 55k Staff cost, % A&W 1.60% 1.60% 1.60% 1.60% 20% drop in programme size. Note - organisations aren t exactly the same in each year. Staff/100 and average staff cost same as last year.
19 HQI scores Overall HQI Score This year = 64%, 0.7% higher on last year Sustainable Homes Code 67% built to Code 3 32% to Code 4 1% Code 5 &6
20 Resident satisfaction Results 86% satisfied Up from 82% last year. 6% dissatisfied Down from 12% last year.
21 Changes for 2015
22 Changes for 2015 Why are we proposing this major review? Members comments: Data overload deters submission Reports timing reports concentrate on historical position Usefulness of reports SDS comments: IT resource very demanding Requires everyone's data before we can publish We want to improve usefulness and value of membership Cost/pricing imbalance. Review pricing increase members
23 Changes for 2015 What do we want to achieve? Faster and more up to date reporting Concentrate on core areas of development More forward looking Simpler pricing structure
24 Changes for 2015 In Summary There will be 3 separate reporting areas 1. Scheme costs 2. Annual data 3. Appraisal & subsidy Each will be optional and reported separately
25 Changes for 2015 In Summary 1. Scheme costs Concentrate on costs only Reports will be online only Extend reports - improved reporting of collections of scheme data more flexibility
26 Changes for 2015 In Summary 2. Annual Data Organisation s development overheads Programme in the year Resident satisfaction Sales Performance Annual Your Results report and (reduced) annual schedules Results shared
27 Changes for 2015 In Summary 3. Appraisal & Subsidy Appraisal assumptions for scheme viability Sources of subsidy Social/Affordable rent conversions Gearing Annual confidential reporting comparison with quartiles only Data not shared Need to submit data to get results.
28 Changes for 2015 In Summary Key Benefits o Big reduction in essential data reporting o Prompter annual reporting o Reporting concentrated on the most critical business issues o More forward looking appraisal, subsidy and dev. programme All areas optional Scheme reconciliation with annual data no longer required
29 Changes for 2015 Scheme Costs Data Collection same as current arrangements Two validation reports one on submission, one on validation Limited to key attributes, A&W, Fees and Interest Submit schemes at any time - optional No annual reports all online Schemes can be real or speculative validation of both possible Increase fields to filter by NAHP programme and user-defined groups Questions Dropped: Quality, timings, subsidy (moved elsewhere) satisfaction of service providers, accidents, CfSH, first tranche sales income.
30 Changes for 2015 Scheme Submission Process Preliminary report basic error checking Full report detailed scheme report
31 Changes for 2015 Annual Data Staff data retained Programme size and shape input as a summarised total Resident survey results retained More detail on sales timing plus cost of marketing and staff Data on tenure conversions Summarised data on gearing Scheme reconciliation no longer required Questions Dropped Defects, detail of other development undertaken
32 Changes for 2015 Annual Data Your Results report based on your data No need to wait for others to submit Your Results published following submission/validation At end of period annual data for all members published. We will still push for this data to be submitted by 31 st July.
33 Changes for 2015 Appraisal Assumptions & Subsidy New optional area of data and reporting Appraisal parameters NPV/IRR/Discount rate/period Development and long term loan rates & repayment periods Inflation Rent allowances Cost/Value % Yields Debt per unit Interest cover
34 Changes for 2015 Appraisal Assumptions & Subsidy Appraisal parameters Separate customised annual report for each member Data confidential and not shared Your data compared with quartile results Analysis will cover the main tenure/product types Affordable rent, Social rent, SO, Market rent, Outright sales Data submission date 31 st July Must submit your data to see quartile results for other members
35 Changes for 2015 Appraisal Assumptions & Subsidy Subsidy Summarised total allocated programme data (HCA & GLA) Total subsidy received (to be received) Sources and quantum of all subsidy, including internal. Conversions required % of market rent on first letting of Aff. units (HCA, GLA) Separate annual subsidy report.
36 Changes for 2015 In Summary Key Benefits o Big reduction in essential data reporting o Prompter annual reporting o Reporting concentrated on the most critical business issues o More forward looking appraisal, subsidy and dev. programme All areas optional Scheme reconciliation with annual data no longer required
37 Changes for 2015 In Summary Reporting Area Scheme Costs Annual Data Appraisal Subsidy Input Rolling 31 st July 31 st July Output On demand 31 st October 31 st October Required Data Optional Optional Optional
38 Changes for 2015 Further questions comments please..
39 Membership Housekeeping Timetable Pricing
40 Housekeeping 1. To receive the optional Expert Commentary tell us! 2. Check your organisation details are still correct. 3. Check that users assigned to your organisation still work for you! If not, set them to Suspended. Users who have left cannot be deleted if they have submitted schemes. Add new users no limit. 4. Enter and submit scheme data at a convenient time to suit you, don t wait to enter it all in one go! 5. Update validated scheme data, if it has changed. 6. Consider asking Project Managers to enter data for their schemes.
41 Timetable Timetable 31 st March SDS to complete changes to the system 31 st July Submit annual data 31 st July Submit Appraisal/Subsidy data o o o o Scheme reports online Your Results following submission Annual summary commentary and schedules End October Appraisal/Subsidy Data End October
42 Pricing 2015 Single payment structure, paid at start of year (April 2015) Based on previous year s development programme 3 Levels ex. VAT 1. Up to 150 units 1, From 151 to 250 1, Above 250 2,340 Covers all areas of the club: o o o Scheme costs online reporting Annual Data annual report Appraisal Assumptions & Subsidy annual report All areas optional
43 Pricing 2015 Average increase for all members 324 (based on 2012/13 data) Max. increase for 3 members ( 846) 4 members will see a cost saving! Housemark discount dropped virtually every member is already a HM member! New prices and this comparison are based on current year discounted Housemark prices
44 Catalyst Workshops o Workshops will be arranged for Spring 2015 o Dates published before end of this (calendar) year o Website will show details
45 Open Forum
46 contact us
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