Bank & Fund Monitoring

Transcription

1 Bank & Fund Monitoring

2 ABOUT Our Vision, Values and Behaviours Our vision is very simple in that we wish to build sustainable futures for our people and our clients. It is our values and behaviours that make us an employer and consultant of choice and underpins our core strategy of evolution and growth. Our People We put people at the heart of our vision, as it s their talents that ultimately enable us to reach our goals. We invest time in people to give them the skills and knowledge to deliver excellence to our clients and to realise their full potential. By empowering our people and giving them self-belief, we enhance our talent pipeline, which is the key to succession and, ultimately, securing the future of RLF. Our Clients Spending time understanding our clients business and project needs and building strong and enduring relationships is at the core of our ethos. We strive to develop and deliver the optimum solution on every project, giving clients confidence to continue to work with us. With a focus on the end goal, we positively influence the quality of the outcome on every project, thereby protecting and giving our clients a sustainable investment for the future. RLF is an independently owned Partnership, which conducts itself with integrity, shows respect, and aims to work in collaboration with our people and our clients. Building Futures for the next generation.

3 SERVICE Our Services Bank & Fund Monitoring - Safeguarding Investment Development is fraught with risk, so lenders want to ensure they invest wisely and that their investments are protected. Cost Management RLF have a nationwide team which provides Monitoring Services to banks Most and property other and investors construction to assist in the reduction of these risks. projects are complex and full of challenges, so costs and budgets With a dedicated team and a network of regional offices, we take a personal can spiral out of control unless approach, forming strong relationships with lenders and their borrowers and you ve got an experienced and developing a deep understanding of their requirements. dedicated team behind you. That s where RLF comes in. The While our focus is on protecting the lenders interests, we also help them key to success lies in preparation, to provide a better service to developers and other borrowers by liaising so we ll map out your project and with legal and valuation teams and guiding borrowers through the process cover all bases, from due diligence as necessary. This ensures that initial funding adheres to agreed financial and contracts to claims and taxation. timescales and that the draw-down of funds is approved efficiently throughout to maintain project cash flow. And we don t just offer help at the planning stages we ll continue to We are able to provide advice to a wide range of funders including monitor your project throughout institutional investors, banks, development finance companies, PFI/PPP and to make sure there are no hidden grant funders such as Heritage Lottery Fund, ERDF and Scottish Enterprise, surprises. as well as advising on numerous PFI/PPP projects. We provide bank/fund monitoring services for major financial institutions Health and Safety including: All work exposes people to hazards, whether Allied Irish it s loads Bankwhich have Lloyds TSB National Westminster Bank to be manually Bank of handled; Ireland dangerous machinery; Clydesdale toxic Bank substances; Royal Bank of Scotland United Trust Bank electricity; Halifax working Bank with of Scotland display Kaupthing Singer & Friedlander screen equipment Close Brothers or even psychological hazards such as stress. Cost, Project Management, Building Surveying RLF has and the Health expertise and and Safety experience expertise is at the heart of our business. This knowledge to help you. combined Our comprehensive with our wider understanding of development and construction Health and processes, Safety services allows us to inform the investment decision. Initially include we CDM provide Co-ordination, Due Diligence to assess risks and advise on the Workplace level of lending and Premises requested. Safety Then, once the investment is made, we not Inspection only monitor and Audit, and report Construction Site on compliance, but we also use our commercial and Safety programme Inspection knowledge Audit to counsel clients on the issues and risks arising. and Support, Fire Risk Assessment, General Health and Safety Our Project Monitoring services are illustrated Consultancy in the following Services (including selection of project experience. Development of Policy Procedures and Risk Assessments), Health and Safety Training, Access Audits, Accident Investigation, Site Waste Management Plan Advice and Environmental Monitoring.

4 - Beechnut Lane, Solihull KEY DETAILS: Project: Client: Location: No. of residential units: Description: Beechnut Lane, Solihull The Royal Bank of Scotland Solihull, West Midlands Two luxury five bedroom detached houses RLF were appointed to provide Project Monitoring Surveyor Services for the construction of a high quality development over a seven month period in Solihull.

5 - Gateside Lodge KEY DETAILS: Project: Client: Location: No. of residential units: Description: Gateside Lodge United Trust Bank Stoke Poges, Slough One luxury household The development comprises the part demolition and conversion of existing property into habitable accommodation comprising a five bedroom detached dwelling complete with roof terrace, external works and associated services. The dwelling would be two main floors at basement and ground floor level with a wine cellar and plant room at lower ground floor level.

6 - Kingston Meadow KEY DETAILS: Project: Client: Location: No. of residential units: Description: Kingston Meadow United Trust Bank Gotham Road, East Leake 28 houses The development comprises the construction of 28 dwellings (comprising nine detached, 16 semi-detached and three terraced) and access to Gotham Road.

7 - Narbeth Road KEY DETAILS: Project: Client: Location: No. of residential units: Description: Narbeth Road Close Brothers Narberth Road, Tenby 28 houses The works, which are currently ongoing, comprise of the new build construction of 28nr Houses across two phases including all associated services and external works.

8 - Springfield Road KEY DETAILS: Project: Client: Location: No. of residential units: Description: 1 Springfield Road United Trust Bank Horsham, West Sussex 11 apartments The development comprises the conversion of offices (Class B1) (a) on 1st, 2nd and 3rd floors into 11 self-contained residential units (Class 3) complete. The existing property is four storeys.

9 RLF SERVICES Cost Management Cost certainty is crucial to project success. Independent, informed advice is required to establish the right budget, select an appropriate procurement route and then to rigorously control costs through delivery. Cost management is at the heart of RLF s business; our team is highly experienced, commercially astute and enviably well-connected. They can provide clear advice and management on both local values, costs and market, and on national benchmarks, from project inception through to the final account. Project Management As costs rise and industry capacity tightens in an improving market, project managers must take the time to really understand client and project objectives and then use their experience, connections, commercial insight and leadership skills to bring them to fruition. RLF s project managers are well qualified and richly experienced; all worked in construction, engineering, design or surveying before pursuing their project management career. We are able to offer the benefits of independent project management or a broader choice of services where the efficiencies and simplicity this brings are important. Health & Safety Health & safety matters present substantial risks to businesses and construction projects, so having the right advisor to guide you through the plethora of regulations and legislation is essential for both legal compliance and risk management. RLF s health & safety team provide a full range of CDM compliance support and construction-based health & safety services. Our consultants develop a bespoke approach which balances detailed knowledge of requirements with the pragmatism that comes with experience. Capital Allowances & Property Taxation Making the most of available capital allowances and property tax relief can make a significant contribution to cost savings on both construction projects and property portfolios. Our capital allowances and property tax team, employ surveyors and specialists who apply their broad understanding of both property and financial matters to advise on the best way to maximise your allowances and tax relief. Building Surveying When making decisions relating to property investment, development or maintenance, comprehensive and accurate supporting information is essential. RLF s team of building surveyors operate across the UK and provide a broad range of investigative and advisory services to property owners, occupiers, investors and developers. These services include advice on party walls and other neighbourly matters, dilapidations, turnkey delivery, planned maintenance, surveys and due diligence.

10 Robinson Low Francis E info@rlf.co.uk W OUR OFFICES BIRMINGHAM 7th Floor 54 Hagley Road Edgbaston Birmingham B16 8PE T: +44 (0) E: birmingham@rlf.co.uk BRIGHTON Fifth Floor 98/99 Queens Road Brighton BN1 3XF T: +44 (0) E: brighton@rlf.co.uk GLASGOW 4th Floor 16 Gordon Street Glasgow G1 3PT T: +44 (0) E: glasgow@rlf.co.uk LONDON 26 Finsbury Square London EC2A 1DS T: +44 (0) E: london@rlf.co.uk STEVENAGE 1E Meadway Court Rutherford Close Stevenage Hertfordshire SG1 2EF T: +44 (0) E: stevenage@rlf.co.uk MALTA 9/4 Farrugia Buildings St. Michael s Street San Gwann SGN 2301 Malta T: E: malta@rlf.co.uk