PSL agreement management overview
A PSL agreement is one between the housing organisation and the private landlord from whom a property is being leased. As these could transcend multiple properties, the end user is permitted to add any number of privately owned assets onto the same agreement. Generated either from a Contact, a Contact Group or an Asset, the New Agreement process utilises consistent screens within the overall workflow path, irrespective of chosen launch point. In each case, the nominated contact for a PSL agreement will be the private landlord; hence they must first be created as a specific contact record within Civica Cx Housing, and then be linked to their own 'private landlord' contact group. When initiated via a 'PSL' contact group, the end user chooses the appropriate agreement type for the lease - Emergency Accommodation, House in Multiple Accommodation, Long Term Accommodation, etc. - and the responsible contact, before capturing the matching charge account, commencement details and operating calendar. Whether the PSL agreement applies to a single asset, or several properties owned by the same private landlord, the Search Asset Address form - the next sequential step in the workflow process - presents all database records that have been mapped to a 'PSL' ownership category in a hierarchical structure. Expansion of the nested headings then facilitates not only the selection of all assets pertinent to the agreement but also the applicable rates. Revisions to the proposed selections can easily be applied using the inter-related action buttons Remove and Remove All. There is also an opportunity to include agreement-specific elemental components, if required, either as discrete fees or consolidated within a custom group. Where the chosen fee is 'fixed', it will be transferred directly to the agreement; otherwise the end user can enter the applicable value on-the-fly. As with property rates, all additional entries must be mapped to a start date and calendar in order to steer the agreed payment frequency.
Once an agreement episode is activated for a property that has been leased under the terms of a PSL scheme, there are three actions available to control its onward progression: Change Date, End Agreement and Cancel Agreement.
Toolkit |
Description |
Change Date |
Allows the end user to revise the commencement of the PSL agreement, with the flexibility of being able to assign a new date before, or after the original value. Once applied, the revised start date will also be reflected in the associated episode. Similarly, where an official end date has been assigned to the agreement, this action can be employed to update that value in the same way. |
End Agreement |
Using this action button, a proposed end date can be linked to the PSL agreement but then subsequently revised should circumstances change. Once the outcome is finalised, the action can be repeated, but this time entering an official end date. Where the current agreement is to be maintained, these dates can easily be cleared by initiating the action afresh, with the associated episode remaining active. |
Cancel Agreement |
Where a PSL agreement has been entered in error, or significant aspects reworked, this action button will automatically manage its controlled removal. |
Separate help articles have been created for each key aspect of PSL agreement management, including: