DOC

OPTION APPRAISAL FOR ADAPTATION PROPOSALS

By David Woods,2014-11-26 17:04
8 views 0
OPTION APPRAISAL FOR ADAPTATION PROPOSALS

    OPTION APPRAISAL FOR ADAPTATION PROPOSALS

    Form OA1 (Works costs expected to exceed ?4,000) issued 1/7/2010 Adaptation Works between ?4, 000- ?10,000 - complete sections A, B, D, and G only

    Adaptations ?10,000 and over - all sections to be completed

    Part A Details of Applicant (complete for works ?4,000 and over) Tenant’s Name Client’s Name (if different) Address

Part B Adaptation Details (complete for works ?4,000 and over)

    1. Brief summary of client’s mobility level and relevant functional difficulties.

    Is the person’s condition static, fluctuating or likely to deteriorate? (Note. A diagnosis is not required)

2. Description of Proposed Essential Works

3. Proposed Costs

    Estimated Works Costs ?

    VAT ?

    On-costs @ _________ % ?

    Total ?

    4. Details of VAT Works

    Part C Background Information (complete for works ?10,000 and over only) 1. Property type

2. Household details

    Name Sex Relationship to tenant Date of Birth Age (Starting with name of person for M/F whom adaptation is required)

3. Under/Over Occupation

     Bed spaces/bedrooms required for household

     Bed spaces/bedrooms available in current dwelling

     Bed spaces/ bedrooms above or below requirements

    V5 FINAL Jun 2010 1

    Part C Background Information (complete for works ?10,000 and over only ) (continued) 4. Support/Caring Arrangements

    (provide names & addresses of carers/support where location is relevant to tenant’s preference)

5. Provide details of Transfer/ Housing Alternatives considered / comment on Transfer prospects

    (housing demand in area of choice /availability of property type required)

6. Transfer/Housing History (starting with present tenancy)

    Tenancy Housing Ref. Address Reason for transfer (if applicable) Start date

7. Tenant’s preferences: Adaptation/transfer etc.

    (include any relevant personal factors put forward by tenant)

    8. Demand for current house type and location (re-let prospects for current dwelling)

9. Does the proposal meet the client’s future needs?

    Part D Technical Considerations (complete for works ?4,000 and over) 1. Adaptability of current property

2. Adaptation History

    Completion Date Detail of previous adaptation works carried out to dwelling Grant claimed

     ?

     ?

     ?

     ?

    V5 FINAL Jun 2010 2

    (complete for works ?4,000 and over) (continued) Part D Technical Considerations

    3. Provide details, costs and explanation for any deviation from DSD Design Requirements (e.g. additional space, larger than standard shower area etc)

    4. Where applicable, provide reasons for any LTH features disregarded to provide adaptation (e.g. outcome of consideration of through floor lift installation where OT recommendation for extension to LTH received, ground floor shower space not used)

5. Statutory Approvals required (include details of any applications made)

     Date:

     Date:

     Date:

    6. Best Value Procurement Method

     Measured Term

    Other, Please specify _____________________ Contract Tenders/Quotations

    Identification of Options including monetary cost and non-monetary benefits Part E (complete for works ?10,000 and over only)

    Option Do Nothing; A

    If yes, no further consideration OT unable to confirm adaptations are essential for client’s needs. is necessary - proceed to Part F Option Life time home property - Adapt existing dwelling making full use of LTH features to suit Client’s

    B needs where reasonable and practical in terms of design and cost;

    Net cost of adaptations required (works, VAT applicable and on-costs)

    Non-Monetary benefits

    (If no, give reasons)

     Short listed Option YES/NO

Option Non-LTH property - Adapt existing dwelling to suit Client’s needs where reasonable and practical

    C in terms of design and cost;

    Net cost of adaptations required (works, VAT applicable and on-costs)

    Non-Monetary benefits

    (If no, give reasons)

    Short listed Option YES/NO

    V5 FINAL Jun 2010 3

    (complete for works ?10,000 and over only) (continued) Part E Identification of Options

    Transfer Tenant to alternative existing social housing dwelling suitably adapted or to be adapted Option D for the Client’s needs;

    Net cost of adaptations required (works, VAT applicable and on-costs)

Non-Monetary benefits

    (If no, give reasons)

     Short listed Option YES/NO

Transfer Tenant to new build social housing dwelling suitably adapted or to be adapted for the Option E Client’s needs;

    Net cost of adaptations required (works, VAT applicable and on-costs)

    Non-Monetary benefits

    (If no, give reasons)

     Short listed Option YES/NO

    Option F Construct new build dwelling suitably adapted for the Clients needs;

    1) Net cost of adaptations required (works, VAT applicable and on-costs) AND

2) Additional cost of providing alternative housing solution (i.e. normal TCI costs)

    Non-Monetary benefits

    (If no, give reasons)

     Short listed Option YES/NO

Purchase and adapt an Off the Shelf (OTS) or Existing Satisfactory Purchase (ESP) suitable for Option G the Client’s needs.

    1) Net cost of adaptations required (works, VAT applicable and on-costs) AND

2) Additional cost of providing alternative housing solution (i.e. normal TCI costs)

    Non-Monetary benefits

    (If no, give reasons)

     Short listed Option YES/NO

    V5 FINAL Jun 2010 4

Part F Consideration of options (complete for works ?10,000 and over only)

    Accept / Reject/Not Short listed (if rejected give reasons) Option A

    Accept / Reject/Not Short listed (if rejected give reasons) Option B

    Accept / Reject/Not Short listed (if rejected give reasons) Option C

    Accept / Reject/Not Short listed (if rejected give reasons) Option D

    Accept / Reject/Not Short listed (if rejected give reasons) Option E

    Accept / Reject/Not Short listed (if rejected give reasons) Option F

    Accept / Reject/Not Short listed (if rejected give reasons) Option G

    PREFERRED OPTION: (give reasons)

    Part G Approval of Preferred Option & certifications (complete for works ?4,000 and over)

    Signature ________________________________________________ Date ______________________________

     Author (if different from authorised signatory)

    COMPLETED BY AUTHORISED SIGNATORY We certify that:

    1. The adaptations are essential for the Client’s needs

    2. All essential adaptations to be undertaken are reasonable and practical

    3. All essential adaptations can be undertaken at a reasonable cost and represent value for

    money 4. All essential adaptations will meet the future needs of the Client

    5. The preferred option/adaptation, in the Association’s view, can reasonably accommodate the

    client’s support arrangements. 6. The Association has determined the best value procurement method

    Signature ________________________________________________ Date ______________________________

     Officer or member of Association authorised by the Management Committee

PRINT NAME ______________________________________________

    V5 FINAL Jun 2010 5

Report this document

For any questions or suggestions please email
cust-service@docsford.com