Open Market Shared Equity (OMSE) administrative procedures: 2018

Updated guidance for administering agents on the Open Market Shared Equity (OMSE) scheme's administrative procedures.


Annex E: Monthly summary report

Standard form of monthly report

Administering Agent or subsidiary ("Registered Social Landlord")
Financial year:
Date of report:

Application forms issued and returned - by local authority area

Local authority area

Total number of application forms issued

Total number of fully completed application forms returned (including fully completed application forms returned from those living in the social rented sector)

Total number of fully completed application forms returned from those living in the social rented sector






Total

Passport letters issued - in each local authority area by apartment size

Local authority area

Apartment size

Total number of passport letters issued (including passport letters issued to those living in the social rented sector)

1. Total number of 'live' passport letters[4] (including 'live' passport letters to those living in the social rented sector)

Total number of passport letters that have expired (including passport letters that have expired to those living in the social rented sector)

Local authority area 1 (specify)

2

3

4

5

6

7

Local authority area 2 (specify)

2

3

4

5

6

7

Local authority area 3 (specify) etc

2 (etc)

Total

Passport letters issued - in each local authority area by apartment size (continued)

Local authority area

Apartment size

Total number of passport letters issued to those living in the social rented sector

Total number of 'live' passport letters issued to those living in the social rented sector[5]

Total number of passport letters issued to those living in the social rented sector that have expired

Local authority area 1 (specify)

2

3

4

5

6

7

Local authority area 2 (specify)

2

3

4

5

6

7

Local authority area 3 (specify) etc

2 (etc)

Total

Property purchases, purchase costs and grant received - in each local area[6] by apartment size

Local areas

Apartment size

Total number of purchases (including those from people previously living in the social rented sector)

Total number of purchases by those previously living in the social rented sector

Total number of purchases with the 'golden share'

Total purchase costs[7]

Grant received (including the Administering Agent's administrative costs)

Local area 1 (specify)

2

3

4

5

6

7

Local area 2 (specify)

2

3

4

5

6

7

Local area 3 etc (specify)

2 etc

Total

Capital receipts - in each local area[8] by apartment size

Local areas

Apartment size

Total amount of capital receipts generated

Local area 1 (specify)

2

3

4

5

6

7

Local area 2 (specify)

2

3

4

5

6

7

Local area 3 etc (specify)

2 etc

Total

Were any of these capital receipts generated through properties being repossessed?

Yes/ No

If yes, how many properties have been repossessed?

Administering Agent declaration:

We hereby certify that the information given above is true and complete.

Signature:
Date:

Monthly Summary Report

Open Market Shared Equity Scheme - position as at

No. of application forms issued

No. of complete forms returned

No. of passport letters issued

No. of 'live' passport letters

No. of passport letters that have expired

Property purchases

Administrative area

Total

Total

Total social rented sector

Total

Total social rented sector

Total

Total social rented sector

Total

Total social rented sector

Total

Total social rented sector

Purchase costs

Total grant received

Edinburgh & the Lothians

Edinburgh

East Lothian

Fife

Midlothian

Scottish Borders

West Lothian

Sub total

Eilean Siar

Eilean Siar

                         

Grampian

Aberdeen City

Aberdeenshire

Moray

Sub total

Highland

Highland

Orkney

Orkney

Shetland

Shetland

Tayside & Forth Valley

Angus

Clackmannanshire

Dundee

Falkirk

Perth and Kinross

Stirling

Sub total

West

Argyll & Bute

Dumfries & Galloway

East Ayrshire

East Dunbartonshire

East Renfrewshire

Glasgow

Inverclyde

North Ayrshire

North Lanarkshire

Renfrewshire

South Ayrshire

South Lanarkshire

West Dunbartonshire

Sub total

Grand total

Contact

Email: Shared Equity Enquiries

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