Completing your annual reporting

To complete your annual reporting, you’ll need to submit the following completed documents:

• your annual regulatory return (ARR)
• the key performance measure reporting template (if providing housing)
• the property portfolio template (if providing housing)
• your annual audited financial statements, and budget forecasts, and any other supporting documentation requested.

Annual regulatory return form

The ARR form enables you to demonstrate your compliance against the following  performance standard areas:

1. Governance: The provider will ensure it is well-governed at all times.
2. Management: The provider is managed in a safe, efficient and effective manner at all times.
3. Financial viability: The provider demonstrates financial viability and solvency at all times.
4. Tenancy management: The provider is a responsive and effective landlord.
5. Property and asset management: The provider manages its housing assets in a manner that ensures properties are suitable.

Our Performance Standards and Guidelines have more information to assist you in determining if you are meeting each standard. Our guidance notes can also assist you in preparing your return.

Performance standards and guidelines

Guidance notes

Financial statements and accounts

We will continue to require your organisation’s audited financial statements, as well as budget forecasts, as part of the annual monitoring process. For further information on what these must include, please see our Financial Viability Guidance Note.

Financial Viability guidance note