Bộ mẫu quản lý bất động sản và cơ sở vật chất

Real estate due diligence: title, planning, environmental, technical, tenancy, financial and tax, energy, findings with RAG and route, sign-off

Valuation report: terms of engagement, basis of value, assumptions, inspection, tenancies, evidence, income approach, sensitivity, opinion of value

Lease abstract: parties, premises, term, rent and reviews, critical dates and options, repair and alienation, accounting inputs, open points

Lease identification, components, lease term, IBR build, measurement, index remeasurement, exemptions, ASC 842 classification, JEs, disclosure

Tenancy schedule with areas, rents, expiries, breaks and deposits, WAULT and occupancy, arrears ageing, recovery action log

FM plan: context and demand, service scope, delivery model, maintenance strategy, compliance calendar, contracts, KPIs, budget, risk, energy, review

Line of sight to objectives, portfolio summary, decision criteria and rights, risk approach, life cycle strategies and cost method, scored investment plan, enablers

Building condition survey: scope and limits, property description, condition by system, immediate and 10-year cost forecast, recommendations

Request summary, need and options, cost by work package, evaluation summary, capitalisation (IAS 16, ASC 360), phasing, approval route, tolerances