IHTM23046 - How to make formal referrals: multi-property valuations


These can be broken down into


  • multi-Unit cases, and
  • part cases within one Unit

Multi-Unit cases


  • These are cases with properties in 2 or more geographical Units ( IHTM23002). Each referral to a geographical Unit is treated as a separate case within the VOA ( IHTM23002). A separate request form is required for each referral. Where similar types of property exist in more than one Unit, the Units will liaise as necessary. The co-ordinating role will usually be assumed by the Unit with the greatest number of properties to value.
  • In Multi-Unit cases you should file the VOA papers retained on your file within a sub- file VOA 6. Each VOA Unit should be sent
  • a VOA 1 or VOA 2
  • a photocopy of both sides of the form IHT405, any professional valuation provided and all relevant supportive material – see IHTM23045
  • All correspondence with the VOA should be filed within the VOA 6. Space is provided on the front cover for noting up, among other things,
    • the date of issue of the papers to the VOA
    • the names of the Units involved
    • date(s) of any reminder(s) sent
    • increase/decrease in value, and
    • notes on the value reported.

Part cases within one Unit


  • These are cases with 2 or more properties dealt with by different local offices within a single Unit. They comprise a single case for registration purposes. A case can only be registered at one location within a Unit. As such, a case co-ordinator for the Unit will be nominated by the VOA, normally in the location dealing with the leading property, and that person will be responsible for ensuring the smooth running of the valuation aspect as a whole and for reporting and liaising with us. (The co-ordinator will be encouraged to report progressively, as individual aspects are agreed, rather than deferring matters until all aspects have been agreed.)