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September 2019

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Data Analysis Bulletin from HouseMark

Welcome to the September 2019 edition of the Data Analysis Bulletin. Every month we’ll share with you the key data submission and reporting deadlines and milestones, the latest analysis reports and publications, new products and pilot programme opportunities, technical system updates and key dates for our upcoming data events.

If you’d like to get in touch about any of the content in this newsletter, please contact our Data Analysis Bulletin editorial team at


Upcoming deadlines...

2018/19 Employee and non-pay cost data - ASAP
30 September 2019 - 2018/19 Headline financials/Global accounts
31 October 2019 - Quarter 2 performance
30 September 2019 - 2018/19 Sector Scorecard (final amends)

Please note, if you need any help with data submissions there's lots of useful guidance available on our members' area


It's not too late to submit your annual cost and performance data  

Although the official deadline for submitting your employee and non-pay cost data was 16 August, it’s not too late! We appreciate this is a very busy time for you, so we are extending the deadline for submission. To maximise the value from your insights, you should submit your entry as soon as possible. It is also essential to complete this process if you are interested in booking a Tailored Feedback session (more on this below).

For cost data to be validated, you need to submit key financial data via the ‘Headline Financials’ module. For housing associations, a PDF version of your FVA can be uploaded and imported into the Headline Financials module, and this will count as your submission. For organisations who do not complete an FVA, or if you do not have your final accounts at this stage, management accounts can be used (please provide supporting evidence).

By taking part in this exercise, you will have access to data from more than 300 housing providers and be able to compare your costs by activity area and run year-on-year trend reports for more than 300 cost and performance measures.

If you have any questions or require support in completing the exercise, please do not hesitate to contact the Data and Research team on 024 7647 2707 or email us at


Last chance for all members wishing to participate in Quarter 1 2019/20 performance data collection  

In last month’s Data Bulletin we announced an extension to the Quarter 1 data entry deadline. As this has now passed, we will be making plans to close data entry for this period. Over the next two weeks we will be finalising the validation of all outstanding data, prior to the opening of Quarter 2 on 1 October. Therefore, if you still wish to participate, please complete submissions by close of play on Friday, 6 September. If you are unable to meet this date, you will need to submit your data to us in Excel, and this could mean a delay in your data being available on the benchmarking tool.


2019 Scottish Housing Charter comparison tool now available

HouseMark Scotland has launched an updated version of the Scottish Social Housing Charter interactive comparison tool, using the Annual Return data published by the Scottish Housing Regulator for 2018/19 on 30 August.

Available across the sector, the tool allows you to view social landlords’ performance over six years to explore trends and gain valuable insight.

The tool is fully interactive and provides the option to filter the results by year, landlord name or type, local authority area, stock size and average rent. It also provides the opportunity to benchmark performance against an unlimited number of peers.

For more information or to access the tool visit our website.


Book your members exclusive Tailored Feedback session

In last month’s issue we invited you to book your bespoke Tailored Feedback session, available exclusively to HouseMark members.

Why is it beneficial to book?

  • It’s tailor-made for you!
    The meeting is unique to your organisation. This means you decide what you want us to focus our presentation on – this can be a specific area of your business, such as asset management, or we can deliver an overview of your organisation’s performance.


  • New perspectives for all
    It’s a great opportunity to bring your senior leaders together to hear new perspectives from independent data analysts


  • Ask questions to expand your understanding
    You will be able to ask questions, delve deeper into the data and understand key trends, what’s working well and the areas that could be improved.

To find out more about how other organisations have used insight from data to accelerate their improvement journey, read about Plymouth Community Homes’ experience here.

Please note, to truly get the maximum value from a Tailored Feedback session, you will need to have completed the HouseMark annual cost and performance data submission. To book your meeting, or to ask any questions about data collection or the feedback process, please contact the Data and Research team on 024 7647 2707 or email us at


Sector Scorecard data collection deadline confirmed

The Sector Scorecard is an initiative to benchmark housing associations' performance and assess value for money using a small suite of easy-to-complete measures. So far this year we have collected submissions from over 100 housing associations across the UK, with initial results summarised on our Knowledge Base. Don’t forget, you can benchmark as soon as your data is uploaded by running our Sector Scorecard online reports. Please note, the early findings report and online reporting are available exclusively to HouseMark members.

If you haven’t taken part yet, the closing date for entry is 30 September 2019. A sector-wide analysis report will be published in the autumn which will highlight key trends in the sector, showing housing associations’ commitment to transparency and accountability to tenants and other stakeholders. A separate HouseMark Scotland report will also be produced.

To find out more about taking part in the exercise, please contact our Data and Research team 024 7647 2707


2019 autumn round of Technical User Forums now available for booking

Our regional Technical User Forums provide the perfect opportunity to find out more about benchmarking, key indicators and system upgrades and improvements. You can also shape future benchmarking services, test new services and tools and meet peers to discuss best practice and share ideas. Please note, Technical User Forums are available to HouseMark members only.

We hold two rounds of meetings per year. The spring series launched the new financial year's benchmarking exercise, providing you with all the latest updates and information you need to participate. The autumn series, which you can book onto now, helps you to evaluate the benchmarking exercise after submission and discover innovations that can help your organisation deliver better performance and value for money.

Topics covered will include:

  • 2019 benchmarking analysis of the latest data
  • Sector update – useful insight from around the housing sector
  • Using data in practice – with top tips from practitioners
  • Group discussions on making the most of your data.

Click on the locations and dates below to book your place today!


Following requests from attendees about wanting to hear more about other participants’ experiences, we would like to invite guest speakers in this round to present for around 25 minutes about using data to improve services for colleagues and customers. If you would like the opportunity to talk to like-minded colleagues about your work with data, please contact our Research Manager, John Wickenden or telephone 07908 150585.


Join over 100 attendees at our Housing Data and Analytics Summit - less than a month to go to secure your place

There’s less than one month to go until our Housing Data and Analytics Summit takes place in Birmingham on 1 October. In an action-packed agenda, we will cover key topics from both in and out of sector, sharing best practice and innovative ideas that will help you continue to explore the skills, tools and techniques you need to ensure you're leading the way for data in housing! The latest programme can be viewed here.

The event will also include the first reveal of the draft STAR framework, a great opportunity to be the first to hear all about the latest progress and see what the framework could look like. For all the latest news on the STAR review you can also visit our website.

If you still need a little more encouragement on why you should attend, read our Chief Executive’s latest blog on five reasons why forward-thinking housing professionals need to be at HouseMark’s flagship event, available to read here.

Please note, places are selling fast, if you are interested in attending, we would encourage you to do so as soon as possible to avoid disappointment, simply follow the link below.

Book your place


Data Training sessions

Our next Data Training sessions will take place next week on 10 September in Manchester and 9 October in London and will focus on Housing Analytics. There are very limited places available for next week’s session, so if you’re interested, please click here to book your place.

The Housing Analytics Data Training session will help enhance your skills in analytical methods, data presentation, and telling the performance story to understand and explain what is happening and why. It will cover:

  • Data analysis overview
  • Descriptive statistics
  • Explanatory data analysis
  • Trends
  • Identifying outliers
  • Understanding variability
  • Overview of the more advanced analysis methods available.

For more information, please click here.