Assurance & reporting
01
PFI expiry and handback
Condition monitoring. Asset photos graded based on evidence in PFI contract and NISTA asset condition playbook.
Connected registers. Obligations, documents and payment mechanism, linked to your local contracts.
Outstanding work, early. Condition gaps become owned actions well before expiry.
Built from
Project agreement
Provider evidence
Condition surveys
Asset photos
Condition monitoring
58% Condition B
22% B/C
14% Condition C
6% Condition D
Water staining
Major crack
Grade C
Operational, but major repair needed to bring up to Condition B
Major crack and water staining from ingress place this ceiling in Condition C Condition guide, p.1.
Raise action
Graded from photo
Against your PFI contract
Repair action raised
Owner assigned, ahead of expiry
02
Premises assurance model
Delegate and track. Owners, deadlines and overdue questions in one view, through to review.
AI evidence review. Agents flag gaps for your team to approve, with live scores per domain.
Costed actions and board report. Costed plans and a board-ready report for the NHSE portal.
Built from
Safety groups
Documents
Actions
CAFM
03
ERIC returns
Less chasing. Records for each area in one place, with a clear owner for every gap.
Spot changes early. Compare figures by month and site, and catch cost increases before year end.
Evidence behind every figure. Each figure links to its source, so variances are easy to explain.
Built from
Finance data
Supplier invoices
Operational records
ERIC tracker
A
M
J
J
A
S
O
N
D
J
F
M
vs Jul
+12%
+1%
+4%
n/a
−2%
0%
Every area owned · checked against finance
Health & Safety at the Workplace standards
74%
evidenced
Self-assessment
All 19 standards assessed
Duties and owners recorded by site
Gaps assigned to owners
Board position report
04
Health and Safety at Work Register
All 19 standards. Assess each one with its criteria, suggested evidence and legal references.
Duties by site. Record who owns each duty, with risk assessments and review dates.
Gaps become actions. Each gap goes to the right committee, with a clear board position.
Built from
Safety groups
Risk assessments
Training records
05
PLACE assessments
Plan the assessment. Turn the guidance into preparation steps, owners and dates for every team.
Guidance to hand. Get cited answers on scoring, and check forms are complete before submission.
Findings become actions. Each finding gets an owner and evidence of the improvement made.
Built from
PLACE forms
Assessor findings
Actions
PLACE 2026
Cleanliness
96%
Food and hydration
91%
Privacy and dignity
88%
Findings
Handrail missing, day room corridor
Action raised
Signage not dementia-friendly
Improved
06
Digital Maturity Assessment
Your position, kept current. Update your answers as things change, with the evidence for each one, and see how they compare with your last submitted assessment.
Prioritised actions. Turn your answers into a short list of improvements, with owners and progress.
Ready for the board. Show the board where you stand and what is planned.
Built from
Last submission
Documents
Actions