Diagram showing main financial roles within property:

• Strategic Programme developed by L.B.H.
• It reflects the financial status of all approved and ongoing Capital projects,
• It provides us with approved resources, expenditure to date and variance.

Financial Role

• Closely monitoring and maintaining financial record for both the revenue & capital budget.
• Ensuring that expenditure is contained within resources.
• Flagging up any financial discrepancies/ concerns that may appear on the revenue report and capital programme. 
• Liaising with both L.B.H. & TLT finance departments to ensure that all capital expenditure is reported appropriately.
• Ensuring that all invoices are accurate, hold the correct authorities and are processed promptly.
• Maintaining expenditure profiles for each approved capital project

Administration

Within the property division, administration plays a key role in the organisation of key project documents both archive and live.

Due to the nature of work; involving the collation of various mediums such as surveys and architectural/floor plan drawings, file management must be systematic and accessible.

Project files are kept hard copy and can be accessed by members of the project and asset management team. Live projects can be accessed after notifying the relevant project manager.

Surveys are filed for all schools and are available for quick reference. Copies are kept at the trust and at the relevant schools where survey work has been carried out. Files are also held electronically and updated on the AMP database to facilitate effective data management.