Portfolio compliance package from £79 per unit

Managing agents with a book of blocks; housing associations and registered providers; build-to-rent operators; property companies with a mixed residential and commercial holding; investors who have acquired a portfolio and inherited an unknown compliance position; and family offices holding twenty or two hundred units across London. What they share is not a building type but a problem: too many dates, held in too many places, across too many suppliers, with personal liability attached to whoever is named as responsible person when something is missed.

Every portfolio programme starts with a position audit, and it is usually uncomfortable. We take your asset list and record, per building, what assessments exist, when they were done, by whom, what type they were, whether the actions were closed, and when the next one is due. The output is a single register with a traffic light against each asset. In most portfolios we take on, somewhere between a fifth and a third of buildings turn out to have an assessment that is out of date, of the wrong type, carried out by someone whose competence cannot be evidenced, or full of open actions nobody closed. Knowing that in week one, in one document, is worth more than any individual report we subsequently produce.

Surveys are scheduled in geographic runs so a cluster of properties is covered in a day, keeping travel cost and disruption down. Each building is assessed to the same methodology and reported in the same format, with the same risk codes, so a director can compare two assets on one page. Actions are aggregated across the portfolio into a spend profile — what has to be funded this quarter, this year, and over three years — which is the form a board or a lender wants rather than four hundred pages of individual reports. Where Regulation 10 applies we run the quarterly communal door rounds and the annual flat entrance rounds on a fixed schedule with access records maintained. Renewals are diarised centrally and we chase them; you do not have to remember.

The programme is assembled from the elements you need: PAS 79 fire risk assessments of the appropriate type, fire door surveys and quarterly check rounds, asbestos management surveys with registers and management plans, emergency lighting reviews, and EPCs through Team EPC. Pricing is per unit or per building, falls with volume and with geographic clustering, and is fixed for the term so budgeting is possible. There is no mobilisation fee and no charge for the position audit when the programme proceeds. For portfolios above a certain size we can also provide a quarterly compliance report suitable for board or lender reporting.

Fragmented supply is the reason portfolios drift. Four suppliers means four formats, four risk-scoring systems, four sets of renewal dates and four people who each assume somebody else flagged the gap. It also means the asbestos register never informs the fire remedial works, and the door programme never reconciles with the assessment that recommended it. One firm, one named consultant, one calendar and one format removes an entire category of failure — and when an enforcing officer or an insurer asks for the evidence on a specific building, it takes one search rather than four phone calls.