Thematic Audit - Retirement Living

• Conducted on

  Date

• Prepared by

• Scheme
  Address

Safeguarding

• Check all BA's assigned to user. Action required?

• Notes on BA's are well written?

  Yes

  No

  N/A

• Are decision making pathways appropriatley written/ recorded?

  Yes

  No

  N/A

• Is RLO aware of process for recording a SG to local authority?

  Yes

  No

  N/A

Voids

• Void properties are clean and presentable

  Yes

  No

  N/A

• Are settling in visits being completed

  Yes

  No

  N/A

• Are meters being read?

  Yes

  No

  N/A

• SSE tenant in / out process followed?

  Yes

  No

  N/A

Homechecks

• View no. of home checks completed. Is RLM happy?

• Are actions from home checks completed/ RLO to provide examples x 2

  Yes

  No

  N/A

• Speak to customer how was the process for you? (give details of customer consulted)

• RLO's diary populated with home checks?

  Yes

  No

  N/A

Risk Assessments

• RLM to check all RA's are in place

  Yes

  No

  N/A

• All RA's are in date

  Date

• All RA' s are scheme specific

  Yes

  No

  N/A

• Service Certificates

  Yes

  No

  N/A

• Is H&S plan up to date?

  Date

• Service certs are printed and ready to view (applicable to offices only)

  Yes

  No

  N/A

• RLO is aware how to request a missing service cert?

  Yes

  No

  N/A

Fire

• 6 monthly fire drill completed?

  Yes

  No

  N/A

• None compliance with fire drill challenged?

  Yes

  No

  N/A

• Check c365 for outstanding tasks

  Yes

  No

  N/A

• Check fire safety is communicated within meetings and newsletters

  Yes

  No

  N/A

Finance

• Does RLO know how to check rent accounts?

  Yes

  No

  N/A

• Has RLO read cashless policy?

  Yes

  No

  N/A

• RLM to view I&E for the scheme

  Yes

  No

  N/A

• Assess white goods and discuss any upgrades that may be needed

ASB & other tenancy breaches

• Check all BA's assigned to RLO

• Are notes satisfactory?

  Yes

  No

  N/A

• Is decision making process clearly documented?

  Yes

  No

  N/A

• Have none legal interventions been tried? Is this evidenced?

  Yes

  No

  N/A

• Are customers kept up to date (complainant and subject)

  Yes

  No

  N/A

• Are letters sent to a satisfactory standard? RLO to evidence x 3

  Yes

  No

  N/A