Housing Management Agreement

Housing Management Agreement Template for England and Wales

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Key Requirements PROMPT example:

"I need a Housing Management Agreement for a portfolio of 15 residential properties in London, with comprehensive maintenance services and quarterly reporting requirements, to commence from March 2025."

Document background

The Housing Management Agreement serves as the foundational document for property management arrangements in England and Wales. This contract type is essential when property owners wish to delegate the day-to-day management of their residential properties to professional managers. The agreement comprehensively outlines services, responsibilities, fees, and compliance requirements, ensuring all parties understand their obligations and rights. It incorporates relevant housing legislation, safety regulations, and industry standards applicable in England and Wales.

Suggested Sections

1. Parties: Identifies and defines the property owner and management company

2. Background: Explains the context and purpose of the agreement

3. Definitions: Defines key terms used throughout the agreement

4. Appointment and Term: Details of the manager's appointment and duration of agreement

5. Services: Comprehensive list of management services to be provided

6. Manager's Obligations: Detailed responsibilities and duties of the management company

7. Owner's Obligations: Responsibilities and duties of the property owner

8. Fees and Payments: Management fees, payment terms, and additional charges

9. Termination: Conditions and procedures for ending the agreement

Optional Sections

1. Emergency Procedures: Protocols for emergency situations - used for larger properties or where specific emergency procedures are required

2. Insurance: Specific insurance requirements and responsibilities - used when insurance arrangements need detailed specification

3. Data Protection: GDPR compliance and data handling procedures - used when handling significant personal data

4. Anti-Money Laundering: AML compliance procedures - used for high-value properties or international clients

Suggested Schedules

1. Schedule 1 - Property Details: Detailed description of the managed property

2. Schedule 2 - Services Specification: Detailed breakdown of management services

3. Schedule 3 - Fee Schedule: Comprehensive breakdown of all fees and charges

4. Schedule 4 - Key Performance Indicators: Performance metrics and service level agreements

5. Appendix A - Emergency Contact Details: List of emergency contacts and procedures

6. Appendix B - Compliance Certificates: Copies of relevant compliance certificates

Authors

Alex Denne

Head of Growth (Open Source Law) @ ��Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Relevant Teams

Relevant Roles

Industries

Housing Act 1988: Primary legislation governing residential tenancies in England and Wales, including assured and assured shorthold tenancies

Housing Act 2004: Legislation introducing Housing Health and Safety Rating System (HHSRS), HMO licensing, and tenancy deposit protection

Landlord and Tenant Act 1985: Fundamental legislation defining landlord and tenant obligations, including repair responsibilities and service charge regulations

Landlord and Tenant Act 1987: Legislation providing additional tenant rights and regulations for service charges and building management

Housing and Planning Act 2016: Modern legislation introducing additional measures for rogue landlords and property agents

Property Ombudsman Scheme: Regulatory requirements for property agents providing consumer redress and professional standards

Client Money Protection (CMP): Mandatory scheme requirements protecting client money handled by property agents

Tenant Fees Act 2019: Legislation prohibiting certain fees charged to tenants and regulating permitted payments

Commonhold and Leasehold Reform Act 2002: Legislation governing leasehold property management and right to manage provisions

Service Charges Consultation Requirements 2003: Regulations specifying consultation requirements for major works and long-term agreements

Gas Safety Regulations 1998: Mandatory requirements for annual gas safety checks and maintenance records

Electrical Safety Standards Regulations 2020: Requirements for electrical safety inspections and certification in private rented properties

Energy Performance Regulations 2012: Requirements for Energy Performance Certificates (EPCs) and minimum energy efficiency standards

Smoke and Carbon Monoxide Regulations 2015: Requirements for smoke and carbon monoxide alarms in residential properties

GDPR and Data Protection Act 2018: Data protection requirements for handling personal information of tenants and landlords

Money Laundering Regulations 2017: Requirements for customer due diligence and anti-money laundering procedures

Consumer Rights Act 2015: Legislation governing consumer rights and business obligations in service provision

Consumer Protection from Unfair Trading Regulations 2008: Regulations protecting consumers from unfair commercial practices and misleading actions

Business Protection from Misleading Marketing Regulations 2008: Regulations governing honest and non-misleading business-to-business marketing

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Housing Management Agreement Template for England and Wales

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