Change and disclosure reporting
Alongside the annual monitoring process, you should use the change and disclosure reporting process to let us know of any changes to the way you are governed or operate that might impact your ability to comply with the performance standards and eligibility criteria. This might happen because of a planned change or an unexpected event.
Disclosure reporting is required for any significant event and is usually done after the event.
Please ensure that you are familiar with the types of events that trigger a change and disclosure report to us. Examples of the types of changes you should notify us about can be found in the Change and Disclosure Report template below.
Change and Disclosure Report [PDF, 1.8 MB]
Change and disclosure guidance note
Report a change or disclosure
Minor or routine changes, such as changes to your governing body or acquiring a property can be made by calling or emailing your relationship manager. You may also wish to advise your relationship manager at your next relationship meeting, if one is coming up.
If the change or disclosure is about a significant change or event, you should complete our Change and Disclosure Reporting Form and send this to your relationship advisor for assessment.
Once we receive the report from you, we assess the information to decide whether the change will affect your organisation’s ability to meet the performance standards and the eligibility criteria.
For example, if we are advised that an organisation is involved in a proposal to significantly increase the size of its housing stock, we assess its capacity to manage a larger portfolio.
If we identify an issue, we may request further information to help assess how it affects the organisation’s ability to meet the performance standards and eligibility criteria.