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Service Charges an introductory workshop Ensuring excellent customer service Speaker: Pascale Mézac Business Planning Services Plan2moro

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Service Charges – an

introductory workshop

Ensuring excellent customer service

Speaker: Pascale Mézac

Business Planning Services Plan2moro

Workshop

Service Charges =

Excellent Customer Service

Pascale Mézac

Approach

Who are your customers?

Services: is there a choice?

What is excellence?

Making a difference

Information

Communication

Common service charge issues

3 Sept 2013 Pascale Mézac ©Plan2moro 3

Your Customers

Tenancies and Leaseholds

FAIRNESS:

Does the system favour one type of resident?

Managing the differences: staff and costs

Neighbours – some do talk to one another!

Be aware of charges to similar properties

Agreements can be changed – bear this in

mind when you next consult on services

3 Sept 2013 Pascale Mézac ©Plan2moro 4

Your Customers

Affordability

Economic profile of your tenants,

leaseholders and your leaseholders’

tenants

Challenge existing practices

We’ve always done it this way...

Innovation

Partnering

DIY services

3 Sept 2013 Pascale Mézac ©Plan2moro 5

Which services

Do you know which services you provide and

you could charge for

Do your residents know that’s what you do

Do they want the services: whether they pay

for them or not will make a difference!

Universal credit will make a difference too...

3 Sept 2013 Pascale Mézac ©Plan2moro 6

Consider the management and

delivery of effective services

• MANAGEMENT:

are you actively managing the services or just

administering what is there already

• DELIVERY:

Do you deliver?

Do your contractors care?

• EFFECTIVE:

Are you giving value for money?

Do your customers want the services you charge

them for?

• Making a difference

3 Sept 2013 Pascale Mézac ©Plan2moro 7

Clarity of information

Apportionment basis

Fairness Level of services

Choices

Consultation

Value for Money

3 Sept 2013 Pascale Mézac ©Plan2moro 8

VFM - Choices

• Fairness

• Reasonable

• Level of services

• Affordability

• Silo or compare – how do you measure up

between

Residents

Schemes

Other providers

3 Sept 2013 Pascale Mézac ©Plan2moro 9

VFM - Communication

• Do customers get what they want?

VFM guidance useful (March 2007 H Corp)

• Costs

• Apportionment basis

• Quality standards

• Benchmark

• Good practice to agree changes

• Need for consensus

• Use existing networks and residents’

associations 3 Sept 2013 Pascale Mézac ©Plan2moro 10

The right information ….

Rent or service charge?

Tenant or leaseholder?

Surplus/deficit?

Arrears?

How robust is your policy/procedures?

Understand the legal position

Be clear and consistent – residents’ pack

3 Sept 2013 Pascale Mézac ©Plan2moro 11

Accessible

3 Sept 2013 Pascale Mézac ©Plan2moro 12

... At the right time

Service charge accounts

Variable service charges

Within 6 months of the year end

Records available for inspection

Consultation

Changes to tenancy agreement

Repairs

3 Sept 2013 Pascale Mézac ©Plan2moro 13

Repairs consultation

• Leaseholder responsible for:

Repairs to their own property

Their share of repairs to communal parts

• Consultation approx 3 months but watch out:

EU legislation impact on consultation timetable

when the EU thresholds are exceeded

Specification

Tender

Notification

• Beware improvements!!

3 Sept 2013 Pascale Mézac ©Plan2moro 14

Communication

do you have a plan? • Once a year isn’t enough – more than a

service charges statement

• Residents’ pack

• Residents’ involvement

• Feedback goes both ways

• Working together organisation, contractors

and residents

• How do you promote your service charges?

• Improving residents’ quality of life together

3 Sept 2013 Pascale Mézac ©Plan2moro 15

Common service charge issues

• What happens in an emergency?

No escape clause in the legislation

LVT dispensation under s20ZA (I) ... reasonable

...may be retrospective – but not guaranteed

• Where might the challenge come from?

Staffing costs

Heating and hot water (individual homes/

communal areas)

Cleaning, including pest control

Grounds maintenance - gardening hedges trees

3 Sept 2013 Pascale Mézac ©Plan2moro 16

Pascale Mézac

Wiltshire - 01225 870 430

Mobile - 07810 393 201

[email protected]

3 Sept 2013 17