[JacquiLewis]

Tim Richardson, who comments helpfully on posts here and has also been very helpful behind the scenes when we needed advice.
He is definitely worth asking.
This is his website.
http://www.timothyrichardson.co.uk/

[JacquiLewis]

Fortunately we are not registered, and I believe we have never been registered. I guess they will let me know if there is a problem!

Jacqui

[JacquiLewis]

We have decided to withdraw from HO membership for now. The work required is not sustainable as a small charity with largely co opted (did not choose to do this) Trustees.

[JacquiLewis]

Makes perfect sense, I use a gmail attached to my ‘work’ email and can easily add another calendar.

Thank you

[JacquiLewis]

I am not sure what you mean by compliance calendar. I have set up a google calendar (we now have a G Drive and use the rest of the software to keep documents – there was no digital storage of anything until I joined, and the paper storage is somewhat difficult to navigate). and note when things need doing (with repeats where necessary). Is that what you mean?

The practical difficulty is we know the stairwells have not been painted in the last 22 years, we have no idea when Flats were painted or showers in stalled. We do not even know how old the white goods are. I obviously want to rectify this – and plan a schedule for getting things done.

[JacquiLewis]

Simple, albeit it clunky, is just what I need. I had not even thought of using tabs within a spreadsheet (embarrassed face). We have 16 flats and communal areas as well as the grounds and I definitely need a way of recording everything. I compile a monthly report for the Treasurer which includes a table listing expenditure so I may be able to use that to back fill.

[JacquiLewis]

Pivot? I know something called pivoting exists but…

I really need templates that i can just use. I do not have such computer skills.

[JacquiLewis]

Ah, I have been running a single spreadsheet for all the properties and wondered whether to have one for each. I am trying to put together a maintenance plan as everything has been done on an ad hoc basis with little recorded. I think I spoke to you last year and that is when I started everything on a single google sheet, but it has become unwieldy and disorganised. Need to think!

[JacquiLewis]

I am the Clerk, a volunteer post with a small Honorarium, for a Charity with 16 flats on one site. We are registered with the Ombudsman and have discovered we need to jump through some hoops re procedures. Is it now mandatory that I have some
level of formal training? This is has been a steep learn on the job process since taking the role on and I do not have time for mandated training.

I am feeling more than a little concerned, it has taken considerable time to put policies for Fire, Legionella etc in place and upgrade plumbing to the standards seemed necessary for a small landlord.

[Author]

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