“In 2022 St Bede’s College engaged Plan Heaven to develop the school’s Long Term Maintenance Plan (LTMP). Plan Heaven was recommended to me by professionals in the property management industry and our due diligence convinced me that John Bradley and the Plan Heaven team provide an excellent product at a reasonable price.
After being engaged, Plan Heaven undertook a property survey of the school campus, prepared our LTMP, and loaded all the data into their online app. This LMTP was then reviewed by school staff and adopted by our Board. The whole process was unexpectedly easy.
The online app now allows us to maintain and update the LTMP ourselves. It gives us a tool to consider the effect of timing of major maintenance projects on our finances and helps enormously with our long term operational and financial planning.
We have found the Plan Heaven team professional, knowledgeable, and easy to deal with. I’m very pleased that we engaged them, and very happy to recommend them to others. ”Steve Kelsen, General Manager, St Bedes, Christchurch
Multiple Funding Streams allows you to allocate work by different sources of revenue
Would you like a separate report that breaks down which funding stream each work project is to be funded from? Turn on the Multiple Funding Streams feature to achieve this.
1. What is Multiple Funding Streams?
Multiple Funding Streams allow you to apply a funding category to each planned work project. Many integrated schools have funding streams such as the Proprietor's Policy 1 money, the BOT's special fund, or the revenue from parents or boarding fees. So, if you want a report that separates the planned work into your own defined categories, just turn on Multiple Funding.
2. If you would like to use Multiple Funding
Multiple Funding is turned on by selecting a radio button behind the Plan Settings Panel in the Dashboard for your school's account. Note: A school can appoint any number of persons it chooses to access the Account and Dashboard, but we can also manage all or some of this for you. See if you want to manage the plan yourself.
Once the feature is activated, you can add as many different Funding Streams as you like and use your own naming conventions.
At the time of having us set up your LTMP, we will discuss this with you and set them up as required. They can be renamed, deleted, or new ones added later if required.
3. Reporting and Reviewing
Within your LTMP, there will be a table listing all the jobs planned along with the projected cost and the year the work is planned. But if you want to see these jobs listed under their separate funding streams, you will need to print another separate report (or we can supply this for you). Your LTMP will be quite a lengthy document with just the primary data, and we've learned it's best not to clutter it with data listed under different categories.
Summary
So if you would like a separate report that lists your planned works in different funding streams, just ask us to turn on the feature.
Ends
If you have any questions and would like to know please contact support@planheaven.co.nz or 0800 109 327
The Plan Heaven team.