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Finance
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Annual Accounts
| File Description | File | Size |
|---|---|---|
| 2022 - 2023 Signed Annual Accounts |  | 633KB |
| 2021-2022 Signed Annual Accounts | | 619KB |
| 2020-2021 Signed Annual Accounts | | 2MB |
| 2019-2020 Signed Annual Accounts | | 17MB |
| 2018-2019 Signed Annual Accounts | | 3MB |
| 2017-2018 Signed Annual Accounts | | 933KB |
| 2016-2017 Signed Annual Accounts | | 2MB |
Funding Sources
| File Description | File | Size |
|---|---|---|
| OTHA Funding Sources - 2021-22 | | 230KB |
| OTHA Funding Sources - 2020-21 | | 3MB |
| OTHA Funding Sources - 2019-20 | | 609KB |
Project Funding
| File Description | File | Size |
|---|---|---|
| Project Funding 2021-22 - Appendix | | 4MB |
| Project Funding 2021-22 - Cover | | 107KB |
Pensions
| File Description | File | Size |
|---|---|---|
| OTHA Pension Schemes and Members | | 103KB |
Other
| File Description | File | Size |
|---|---|---|
| Fraud, Bribery and Corruption Policy | | 310KB |
| OTHA Financial Regulations | | 490KB |
| Treasury Management and Borrowing Policy | | 217KB |
Governance and HR
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General Data Protection Regulation (GDPR)
| File Description | File | Size |
|---|---|---|
| Data Protection Policy | | 184KB |
| OTHA Privacy Notice | | 179KB |
| Cookies Notice | | 298KB |
Human and Physical Resources
| File Description | File | Size |
|---|---|---|
| EVH Pay & Grading Structure 2023-24 | | 62KB |
| Disciplinary & Grievance | | 3MB |
| Data Rentention Periods | | 200KB |
| Recruitment & Selection Policy | | 128KB |
Management Committee Minutes
| File Description | File | Size |
|---|---|---|
| Minutes of Management Committee 23.10.2023 | | 147KB |
| Minutes of Management Committee 27.09.2023 | | 152KB |
| Minutes of Management Committee 28.08.2023 | | 169KB |
| Minutes of Management Committee 26.06.2023 | | 156KB |
| Minutes of Management Committee 22.05.2023 | | 35KB |
| Minutes of Management Committee 24.04.2023 | | 172KB |
| Minutes of Management Committee 13.02.2023 | | 211KB |
| Minutes of Management Committee 05.12.2022 | | 163KB |
| Minutes of Management Committee 07.11.2022 | | 185KB |
| Minutes of Management Committee 29.08.2022 | | 197KB |
| Minutes of Management Committee 27.06.2022 | | 186KB |
| Minutes of Management Committee 23.05.2022 | | 190KB |
| Minutes of Management Committee 03.05.2022 | | 196KB |
| Minutes of Management Committee 14.02.2022 | | 249KB |
| Minutes of Management Committee 06.12.2021 | | 305KB |
| Minutes of Management Committee 25.10.2021 | | 280KB |
| Minutes of Management Committee 30.08.2021 | | 283KB |
| Minutes of Special Management Committee 02.08.2021 | | 233KB |
| Minutes of Management Committee 24.05.2021 | | 236KB |
| Minutes of Management Committee 26.04.2021 | | 261KB |
| Minutes of Management Committee 22.02.2021 | | 251KB |
| Minutes of Management Committee 14.12.2020 | | 280KB |
| Minutes of Management Committee 26.10.2020 | | 248KB |
| Minutes of Management Committee 31.08.20 | | 276KB |
| Minutes of Management Committee 29.06.20 | | 237KB |
| Minutes of Management Committee 27.04.20 | | 636KB |
| Minutes of Management Committee 17.02.20 | | 250KB |
| Minutes of Management Committee 02.12.19 | | 234KB |
| Minutes of Management Committee 28.10.19 | | 246KB |
| Minutes of Management Committee 26.08.19 | | 510KB |
| Minutes of Management Committee 24.06.19 | | 274KB |
| Minutes of Management Committee 29.04.19 | | 261KB |
| Minutes of Management Committee 18.02.19 | | 302KB |
| Minutes of Management Committee 03.12.18 | | 257KB |
Policies
| File Description | File | Size |
|---|---|---|
| Complaints Handling Procedure - customers | | 185KB |
| Complaints Handling Procedure - Staff & Board | | 554KB |
| Data Protection Policy | | 184KB |
| Development Policy | | 215KB |
| Entitlements, Payments and Benefits Policy | | 280KB |
| Equal Opportunity & Diversity Policy | | 739KB |
| Freedom of Information Policy | | 167KB |
| Harassment Policy | | 167KB |
| Health & Safety Policy Statement | | 10KB |
| Home Loss & Disturbance Policy - Oak Tree HA August 2020 | | 304KB |
| ICHR Allocations Policy April 2022 | | 475KB |
| Joint Mutual Exchange Policy March 2022 | | 178KB |
| Legal Action & Eviction Policy | | 331KB |
| Legionella Policy | | 571KB |
| List of Suppliers & Contractors | | 206KB |
| Management Committee Expenses Policy | | 531KB |
| Oak Tree Customer Care Charter | | 161KB |
| OTHA Estate Management Policy | | 237KB |
| OTHA Lettings Plan 2023-24 | | 154KB |
| OTHA Rent Arrears Policy | | 120KB |
| Property Maintenance Policy | | 421KB |
| Property Management & Care Policy | | 157KB |
| Rent Policy | | 271KB |
| Streamlined Eviction Policy | | 185KB |
| Sustainability Policy Statement | | 129KB |
| Whistleblowing Policy | | 247KB |
Performance
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Annual Assurance Statements
| File Description | File | Size |
|---|---|---|
| Annual Assurance Statement 2023 | | 157KB |
| Annual Assurance Statement 2022 | | 149KB |
| Annual Assurance Statement 2021 | | 286KB |
| Annual Assurance Statement 2020 | | 322KB |
| Annual Assurance Statement 2019 | | 424KB |
Annual Reports
| File Description | File | Size |
|---|---|---|
| Annual Report 2022-2023 | | 2MB |
| Annual Report 2021-2022 | | 17MB |
| Annual Report 2020-2021 | | 4MB |
| Annual Report 2019-2020 | | 21MB |
| Annual Report 2018-2019 | | 3MB |
| Annual Report 2017-2018 | | 2MB |
| Annual Report 2016-2017 | | 13MB |
| Annual Report 2015-2016 | | 2MB |
| Annual Report 2014-2015 | | 11MB |
| Annual Report 2013-2014 | | 10MB |
Annual Return on the Charter
| File Description | File | Size |
|---|---|---|
| Annual Return on the Charter (ARC) 2019-2020 Presentation | | 2MB |
| Annual Return on the Charter 2016-2017 | | 333KB |
| Annual Return on the Charter 2018-2019 | | 338KB |
Audit
| File Description | File | Size |
|---|---|---|
| Audit | | 197KB |
Complaints Reports
| File Description | File | Size |
|---|---|---|
| OTHA Complaints Report 23-24 Q2 | | 495KB |
| OTHA Complaints 2023-24 Q1 | | 909KB |
| OTHA Annual Complaints Report 2022-23 | | 254KB |
| OTHA Complaints 2022-23 Q4 | | 232KB |
| Complaints Report 2022-23 Q3 | | 718KB |
| OTHA Complaints 2022-23 Q2 | | 216KB |
| OTHA Complaint 2022-2023 Q1 | | 252KB |
| OTHA Annual Complaints Report 2021-22 | | 216KB |
| OTHA Complaints 2021-22 Q3 | | 487KB |
| OTHA Complaints 2021-22 Q2 | | 376KB |
| OTHA Complaints 2021-22 Q1 | | 285KB |
| Annual Complaints Report 2020-21 | | 313KB |
| SPSO How to Complain Leaflet | | 77KB |
| Complaints Handling Procedure - customers | | 185KB |
| Complaints Handling Procedure - Staff & Board | | 554KB |
| Factoring Complaints Procedure | | 286KB |
| Complaints Report Q4 2020-21 January to March 2021 | | 341KB |
| Complaints Report Q3 2020-21 October to December 2020 | | 385KB |
| Complaints Report Q2 JUL - SEP 2020 | | 908KB |
| Complaints Report Q1 APR-JUN 2020 | | 410KB |
| Annual Complaints Report 2019-2020 | | 145KB |
| Annual Complaints Report 2021-2022 | | 258KB |
| Complaints Form | | 92KB |
Landlord Report
| File Description | File | Size |
|---|---|---|
| OTHA Landlord Report 2023 Scottish Housing Regulator | | 99KB |
| OTHA Landlord Report 2022 Scottish Housing Regulator | | 63KB |
| OTHA Landlord Report 2021 Scottish Housing Regulator | | 63KB |
| SHR Landlord Report 2019/20 | | 99KB |
| SHR Landlord Report 2018/19 | | 169KB |
| Landlord Report 2017-2018 | | 164KB |
| Landlord Report 2016-17 | | 168KB |
| 0KB |
Outcomes
| File Description | File | Size |
|---|---|---|
| Outcomes 2022-2023 | | 2MB |
| Oak Tree Outcomes 2021-2022 | | 245KB |
| OTHA ARC Outcomes report 2020-21 | | 755KB |
| Outcomes 2019-2020 | | 722KB |
| Outcomes 2018-2019 | | 142KB |
| Outcomes 2017-2018 | | 167KB |
| Outcomes 2016-2017 | | 245KB |
Publications
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Factored Owners Newsletters
| File Description | File | Size |
|---|---|---|
| Factoring Newsletter 2022 | | 120KB |
| Factoring Newsletter 2021 | | 161KB |
| Factoring Newsletter 2018 | | 175KB |
| Factoring Newsletter 2017 | | 323KB |
| Factoring Newsletter 2016 | | 206KB |
| Factoring Newsletter 2015 | | 165KB |
Tenant Newsletters
| File Description | File | Size |
|---|---|---|
| Autumn Newsletter 2023 | | 3MB |
| Summer Newsletter 2023 | | 7MB |
| Spring Newsletter 2023 | | 3MB |
| Winter Newsletter 2022 | | 3MB |
| Summer Newsletter 2022 | | 16MB |
| Winter Newsletter 2021 | | 18MB |
| Summer Newsletter 2021 | | 5MB |
| Winter Newsletter 2020 | | 10MB |
| Summer Newsletter 2020 | | 2MB |
| May 2020 Newsletter | | 548KB |
| OTHA Winter Newsletter 2019 | | 2MB |
| Summer Newsletter 2019 | | 905KB |
| Winter Newsletter 2018 | | 969KB |
| Summer Newsletter 2018 | | 12MB |
| Winter Newsletter 2017 | | 14MB |
| Spring Newsletter 2017 | | 5MB |
| Winter Newsletter 2016 | | 8MB |
| Summer Newsletter 2016 | | 3MB |
| Spring Newsletter 2016 | | 2MB |
| Winter Newsletter 2015 | | 2MB |
| Summer Newsletter 2015 | | 6MB |
| Spring Newsletter 2015 | | 7MB |
| Anti-Social Behaviour Mini Newsletter | | 11MB |
| Focus on Money Newsletter 2019 | | 607KB |
Scottish Housing Regulator (SHR)
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Other Documents
| File Description | File | Size |
|---|---|---|
| SHR Engagement Plan 2023-24 | | 516KB |
| Annual Assurance Statement 2022 | | 149KB |
| Annual Assurance Statement 2021 | | 286KB |
| Annual Assurance Statement 2020 | | 322KB |
| Annual Assurance Statement 2019 | | 424KB |
| Engagement Plan 31.03.2022 | | 522KB |
| 0KB | ||
| SHR Loan Portfolio 2021-22 | | 357KB |
| SHR Loan Portfolio 2020-21 | | 358KB |
| SHR AFS Return 2021-22 | | 2MB |
| SHR AFS Return 2020-21 | | 2MB |
| SHR FYFP Return 2021-22 | | 3MB |
| SHR FYFP Return 2020-21 | | 2MB |
Tenant Engagement
| File Description | File | Size |
|---|---|---|
| Customer Engagement Strategy 2021-24 | | 472KB |
| OTHA Customer Engagement Calendar 2023-24 | | 89KB |
Available Downloads
| File Description | File | Size |
|---|---|---|
| Publication Scheme - Guide to Information | | 359KB |
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