Publication - Advice and guidance

Open Market Shared Equity (OMSE) administrative procedures: 2019

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

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 ______________

Administrative area	Total	Total social rented sector	Total social rented sector	Total social rented sector	Total social rented sector	Total social rented sector
	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
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

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