Document downloads - Funding development projects
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Project monitoring
Published March 2007
Effective from March 2007
Project monitoring is distinct from both project management and construction monitoring, and can be defined as: 'protecting the client's interests by identifying and advising on the risks associated with acquiring an interest in a development that is not under the client's direct control.'
This guidance note considers the typical things that a project monitor will advise upon, including:
- land and property acquisition matters
- statutory consents; competency of the developer, its team and any proposed project management systems
- financial appraisals
- development, finance, consultancy and construction agreements
- construction costs and programmes and
- design and construction quality. -
Funding feasibility appraisal template
An in depth financial feasibility appraisal is important in the initial stages of the project. It is important to show potential how you arrived at each figure. This example will guide you in what should be included.
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Funding risk analysis template
Include a comprehensive risk analysis in your proposal to potential funders so that are aware of all potential risks of the investment. Use the example template below.
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Lender's independent monitoring surveyor
Published March 2015
This guidance note has been developed to support the work of chartered surveyors who assess risks and provide technical advice to those who provide third-party finance on real estate developments: a lender’s independent monitoring surveyor.
This guidance note covers:
- project structure
- conflicts of interest
- technical due diligence
- financial close/contract completion
- practical completion and
- risk analysis.