Title Page
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Site conducted
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Conducted on
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Prepared by
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Location
Monthly Health Check
Communication
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Do you have a monthly Team Call in place to share any latest information. Provide evidence via 'Media' of the last meeting
Finance
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Are you within the KPI for UMLV requirements? (60 days)
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What is the current debt status of the portfolio? Does it align with the group target of less than 2%?
Governance and compliance
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KPI tracking and outcomes – How are you managing fee at risk? - what format is this, end results, management fee at risk RAG status
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Did the client provided any type of performance feedback or raised any concerns? Any highlighs mentioned by the client POC? Do we have any ongoing escalations?
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Momentum - All data up to date according to the momentum monthly schedule ie contract data, growth Plan , Risks - Details can be found on the Momentum User Documentation guide below.
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https://jll2.sharepoint.com/:p:/r/teams/APDSupportSite/_layouts/15/Doc.aspx?sourcedoc=%7B6E55D660-D252-43CD-ABA5-F3D665F8D7A3%7D&file=Momentum%20Documentation.pptx&action=edit&mobileredirect=true&DefaultItemOpen=1
Operational Excellence
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Is your maintenance program up to date and no delays in statutory maintenance activities
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Are you having monthly Vendor meetings with your critical vendors and are they documented?
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Is your ticket system as required and are tasks being closed in time and not overdue
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Is your ATW and PTW System up to date and being utilized?
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Have you updated your HSE Manager or CMO with the monthly JLL and non JLL total working hours.
