Surrey portfolios can include town-centre offices, schools, care settings, commercial kitchens, industrial units, workshops, warehouses and mixed-use property. A contract that works for an office may not suit a school boiler house or a production site with process dependencies. Before setting visit frequencies, identify the building use, occupancy, plant locations, critical assets, access restrictions, seasonal loads and any landlord or tenant boundaries. Where records are incomplete, a measured asset survey is a better basis for a schedule than a generic list of tasks.
Surrey County Council publishes local roadworks information, which is a useful reminder that access and delivery assumptions can change. Record gates, loading areas, parking, security, inductions, permits, roof access and out-of-hours arrangements for each site. For multi-site clients, keep this information with asset registers and contact details so an engineer is not sent to a site without the practical instructions needed to work safely.
HSE's Plan, Do, Check, Act approach is also useful when reviewing a maintenance contract. Agree how defects are classified, who authorises remedial work, how urgent safety issues are escalated, what evidence is returned and how the plan is reviewed after incidents, asset changes or changes in occupancy.