Sergon FirstPort Audit

• File reference

• Site Address
  Address

• Team

  SOHRE/N

  SOHRM

  SOHRL

  SOHRS

  SOHRX

• Surveyor

  Select Mark Robertson Lee Ramsay Patrick Campbell Rob Challinor Chris Taylor Jon Jenkinson Matt Wood Keith Buglass Simon Cope Stephen Barker Abigail Taylor Dan Willett Gavin Catheline Jon Green Mark Brooks Peter McCool Mike Byrne

  • Mark Robertson
  • Lee Ramsay
  • Patrick Campbell
  • Rob Challinor
  • Chris Taylor
  • Jon Jenkinson
  • Matt Wood
  • Keith Buglass
  • Simon Cope
  • Stephen Barker
  • Abigail Taylor
  • Dan Willett
  • Gavin Catheline
  • Jon Green
  • Mark Brooks
  • Peter McCool
  • Mike Byrne

• Support - Natasha Poder

• Auditor

  Select Mark Webster Jugdeep Kalirai Jane Clarke

  • Mark Webster
  • Jugdeep Kalirai
  • Jane Clarke

• Conducted on

  Date

Initial Visit

• Is there a clear set of notes on file from the inspection. Do they include the names of the parties at the meeting and record what matters to the customer. Site plan only required when needed

  Yes

  Some Errors

  No

CDM

• Is there a completed HS-IFC on file?

  Yes

  No

Schedule

• Is a completed spec on file inc:<br>- Part 1A or 1B Site Specific Requirements<br>- Part 3 Schedule of Repairs<br>- Part 4 Schedule of Works(inc. schedule of finishes)<br>- Residents Paper & Colour choices<br>- Summary Page & Form of Tender

  Yes

  No

  N/A

SLA

• Has the specification and CDM documents been issued within 3 days of the visit?

  Yes

  No

  N/A

Procurement

• Is there a FirstPort procurement report and tender analysis on file, issued within 3 days of receipt of tenders?

  Yes

  No

  Yes - Outside SLA

  N/A

PCM

• Are PCM minutes on file, do they record the start date and have they been issued to all parties within 3 days of the meeting?

  Yes

  No

  Yes - Outside SLA

  N/A

Start on Site

• Did a call take place from the Hub to the House Manager on the first day of the works to confirm the works had started.

  Yes

  No

  Yes - Outside SLA

  N/A

Works - Internal Decorations

• Did a wallpaper specification meeting take place with confirmation sent to Contractor and FirstPort?

  Yes

  No

  N/A

Works - External Decorations

• Did a Site visit take place to check the preparation works before decoration and is the clearly recorded on file?

  Yes

  No

  N/A

Works - Final Visit

• Did a final visit take place, with notes on file and a snagging list prepared and issued to all parties within 3 days of the visit?

  Yes

  No

  Yes - outside SLA

  N/A

Snagging

• Did a call take place between the Hub and House Manager to confirm that all snagging was completed?

  Yes

  No

  N/A

Cost Control

• Did costs come in within 105% of procurement costs?

  Yes

  No

  N/A

Rectification

• Did a call take place at the end of the defects period between the Hub and the House Manager and were FirstPort advised to release the retention?

  Yes

  No

  N/A

Fees

• Has the correct fee(s) been issued? (CDM charged hourly, recorded on TDRS)

  Yes

  No

  N/A