Approval:Approval: Group Director Group Team, Director August Team2016 , August 2016 ResponsibleResponsible Officer: Group Officer: Director Group Customer Director Services Customer Services Review date:Review July date:2019 July 2019
CONTENTS Page
Succession Policy & Procedure 2 Appendix A – Template letter to remaining joint tenant 13 Appendix B – Request to succeed form 14 Appendix C – Letter to accompany appendix B 20 Appendix D – Template Notice to Quit 21 Appendix E – Certificate of Service 22 Appendix F – Template Form NL1 23 Appendix G – Decision letter 24 Appendix H – Succession Approval Form 25 Appendix I – Letter offer of alternative property 28 Appendix J – Letter to family member when tenancy doesn’t allow family member to succeed 29
Assignment Policy & Procedure 30 Appendix A – Assignment request form (AR1) and letter 39 Appendix B – Decision letter 44 Appendix C - Deed of assignment 46
Mutual Exchanges Policy & Procedure 49 Appendix 1 – Process for protected tenant applicant of KHT – Non Localism Act Exchange 59 Appendix 2 – Process for non-protected tenant applicant of KHT – Non Localism Act Exchange 63 Appendix 3 – Schedule 14 – Localism Act 69 Appendix 4 – Example of Mutual Exchange Process 75 Appendix 5 – Licence to assign tenancy 76 Appendix 6 – Deed of Assignment 79 Appendix 7 – Agreement to surrender 81 Appendix 8 – Internal Mutual Exchange request form (ME1) 84 Appendix 9 – External Mutual Exchange request form (ME2) 87 Appendix 10 – Template letters & documents 91
Sole to Joint & Joint to Sole Tenancy Requests Policy 103
Abandonment Procedure 108 Appendix 1 – Suspect abandoned investigation form 119 Appendix 2 – Template letter to tenant(s) accompanying lock change 127 Appendix 3 – Template 7 day suspected abandonment letter 128 Appendix 4 – Template letter to tenant to arrange home visit 129 Appendix 5 – Notice to Quit 130 Appendix 6 – Certificate of Service 131 Appendix 7 – Torts Notice 133
Page 1 of 135 Uncontrolled copy if printed Page 2 of 135 Approval: ro al Group Director ro Team, irector August eam2016 st Responsible es onsible Officer: Group fficer Director ro Customer irector Services stomer er ices Review date: e iew July date 2019 ly
Succession Policy & Procedure
1.0 Introduction
1.1 This policy and procedure will outline the approach of Knowsley Housing Trust (KHT) to succession. It will apply to KHT tenants, where appropriate to members of the tenant’s family who may be entitled to succeed and to any member of the household left in occupation of a KHT property upon the death of the tenant who is not entitled to succeed.
1.2 This policy and associated procedure relate to the following KHT tenancy agreements:
Transferring Assured Tenancy Assured Tenancy Starter assured shorthold Tenancy Starter assured shorthold Affordable Rent Tenancy Assured shorthold Tenancy (Yates Court) Starter assured shorthold Tenancy (Bluebell Park)
2.0 Objectives of the Policy
2.1 When dealing with a potential succession KHT will:
i. Endeavour to ensure that any statutory or contractual succession rights are exercised in a fair and proportional manner;
ii. Ensure that its housing stock is allocated and managed in a fair and proportionate manner having regard to its Tenancy Policy, Allocations Policy and waiting list;
iii. Have regard to the needs of those persons who are covered by this Policy and who may be vulnerable.