Meeting Date – 4 April 2022

Agenda

Item 3.1 – Minute of LVJB (7 February 2022))

Item 4.1 – Assessor’s Progress Report

Item 4.2 – External Audit Annual Plan

Item 4.3 – Future Meeting Arrangements

Meeting Date – 7 February 2022

Agenda

Item 3.1 – Minute of LVJB (27 October 2021)

Item 4.1 – Assessor’s Progress Report

Item 4.2 – Council Tax Valuation Process Internal Audit Review

Item 4.3 – Revenue Budget 2022/23 and Indicative Financial Plan 2023/24 to 2026/27

Item 4.4 – Period 8 Financial Statement 2021-22

Item 4.5 – Annual Treasury Management Strategy

Item 4.6 – Membership Update

Meeting Date – 1 February 2021

• Agenda
• Item 3.1 – Minutes
• Item 4.1 – Interim Assessors Progress Report
• Item 4.2 – Report on Short Term Lettings/Self Catering Units
• Item 4.3 – Revenue Budget 2021-22 and Indicative Financial Plan 2022/23 to 2024/25
• Item 4.4 – Period 9 Financial Statement 2020-21
• Item 4.5 – Annual Treasury Management Strategy
• Item 4.6 – Future Meeting Arrangements June 2021 to June 2022
• Additional Item – Review of Procedural Standing Orders

Meeting Date – 19 April 2021

• Agenda
• Item 3.1 – Minutes
• Item 4.1 – Interim Assessors Progress Report
• Item 4.2 – 2020/21 External Audit Annual Plan

Meeting Date – 14 June 2021

• Agenda
• Item 3.1 – Minutes
• Item 4.1 – Interim Assessors  Annual Performance Report
• Item 4.2 – Unaudited Annual Accounts Year Ended 31 March 2021
• Item 4.3 – Treasury Management Annual Report 2020/21
• Item 4.4 – Review of Operational Governance Framework 2021
• Item 4.5 – Recruitment of Permanent Assessor and Electoral Registration Officer
• Item 4.6 – Membership Update

Meeting Date – 27 October 2021

• Agenda
• Item 3.1 – Minutes
• Item 4.1 – Assessors Progress Report to the Lothian Valuation Joint Board
• Item 4.2 – Annual Audit Report to Members of Lothian Valuation Joint Board and the Controller of Audit
• Item 4.3 – Audited Annual Accounts 2021/22
• Item 4.4 – Review Budget 2021-2026
• Item 4.5 – Mid Term Review – Treasury Management Activity
• Item 4.6 – Membership Update

Meeting Date – 3 February 2020

• Agenda
• Minutes
• Report – Item 4 – Annual Treasury Management Strategy
• Report – Item 5 – Revenue Budget 2020 / 21
• Report – Item 6 – Annual Budget 2020 / 21
• Report – Item 7 – Period 9 Financial Statement 2020 / 21
• Report – Item 8 – Recruitment of new Assessor and Electoral Registration Officer
• Report – Item 9 – Future meeting arrangements June 2020 – June 2021

Meeting Date – 15 June 2020

• Agenda
• Minutes
• Report – Item 4.1 Assessor’s Update Report to the Lothian Valuation Joint Board
• Report – Item 4.2 Members Code of Conduct
• Report – Item 4.3 Treasury Management Annual Report 2019 – 20
• Report – Item 4.4 Unaudited Annual Accounts for the year ended 31st March 2020
• Report – Item 4.5 Recruitment of a new Assessor and Electoral Registration Officer

Meeting Date – 7 September 2020

• Agenda
• Minutes
• Report – Item – 4.1 Assessors Progress Report to the Lothian Valuation Joint Board
• Report – Item – 4.2 – Interim appointment of an Assessor and Electoral Registration Officer
• Report – Item 4.3 – Period 4 Financial Statement  2020 / 21

Meeting Date – 9 November 2020

• Agenda
• Minutes
• Report – Item 4.1 – Interim Assessor’s Progress Report
• Report – Item 4.2 – 2019/20 External Audit Plan and Annual Audit Report to LVJB 
• Report – Item 4.3 – Audited Annual Accounts for Year Ended 31 March 2020
• Report – Item 4.4 – ER Internal Audit Review
• Report – Item 4.5 – Mid Term Review Treasury Management Activity
• Report – Item 4.6 – Period 6 Financial Statement 2020/21
• Report – Item 4.7 – Governance Strategy Group 

Meeting Date – 4 November 2019

• Agenda
• Minutes
• Report – Item 4.1 Assessor’s Progress Report to the Lothian Valuation Joint Board
• Report – Item 4.2 Business Strategy 2020//21 – 2022/23
• Report – Item 4.3 Update on Non Domestic Rates Reform
• Report – Item 4.4 Period 6 Financial Statement 2019/20
• Report – Item 4.5 Mid Term Review – Treasury Management Activity

Meeting Date – 2 September 2019

• Agenda
• Minutes
• Report – Item 4 – Annual Audit Report to the Board 2018/19
• Report – Item 5 -Audited Annual Accounts for the Year Ended 31st March 2019
• Report – Item 6 – Period 4 Financial Statement 2019/20
• Report – Item 7 – Assessors progress report to the Lothian Valuation Joint Board
• Report – Item 8 – Update on Non-Domestic Rates Reform

Meeting Date – 17 June 2019

• Agenda
• Minutes
• Report – Item 4 – Unaudited Annual Accounts for the year ended 31 March 2019
• Report – Item 5 -Treasury Management Annual Report 2018/19
• Report – Item 6 – Annual Performance Report 2018 / 2019
• Report – Item 7 – 2018/19 Annual Governance Statement
• Report – Item 8 – Update on Non-Domestic Rates Reform

Meeting Date – 4 February 2019

• Agenda
• Minutes
• Report – Item 4 – Revenue Budget 2019/20
• Report – Item 5 -Period 9 Financial Statement 2018/19
• Report – Item 6 – Budget Report 2019/20
• Report – Item 7 – Update on Barclay Review of Non-Domestic Rates
• Report – Item 8 – Annual Investment Strategy
• Report – Item 9 – Future Meeting Arrangements – June 2019 to June 2020

Meeting Date – 5 November 2018

• Agenda
• Minutes
• Report – Item 4 – Period 6 Financial Statement 2018/19
• Report – Item 5 – Mid Term Review – Treasury Management Activity
• Report – Item 6 – Update on Barclay Review of Non Domestic Rates
• Report – Item 7 – Electoral Registration Annual Canvass
• Report – Item 8 – Performance Update

Meeting Date – 3 September 2018

• Agenda
• Minutes
• Report – Item 4 – Audited Annual Accounts for the Year Ended 31 March 2018
• Report – Item 5 – Internal Audit Opinion 2017/18
• Report – Item 6 – 2017/18 Annual Audit Report to Members of LVJB and the Controller of Audit
• Report – Item 7 – Period 4 Financial Statement 2018/19
• Report – Item 8 – Assessors Report to the Joint Board

Meeting Date – 18 June 2018

• Agenda
• Minutes
• Report – Item 4 – Unaudited Annual Accounts
• Report – Item 5 – Performance Report 2017/18
• Report – Item 6 – Update Report On Arrangements for Corporate Government
• Report – Item 7 – Treasury Management Annual Report 2017/18

Meeting Date – 16 April 2018

• Agenda
• Minutes
• Report – Item 3 – Appointment of Assessor and ERO
• Report – Item 5 – Board Report External Audit Plan 2017/18
• Report – Item 6 – Asessors Report