The complete IMS document pack for lender-side development monitoring. 8 professionally formatted, RICS-aligned templates covering the full project lifecycle — from initial due diligence through to close-out. Built by practising monitoring surveyors.
Click to preview. Each template is fully formatted with guidance notes, RAG ratings, and placeholder text.
Designed by practising RICS-regulated monitoring surveyors who use these templates on live projects. Not theoretical — battle-tested on residential, mixed-use, and commercial schemes.
Structured to meet RICS Professional Standards including the Monitoring Surveyor role. RAG-rated risk assessments, standardised cost summaries, and compliant reporting formats throughout.
Not a checklist — a complete operating system. Each template includes guidance notes, placeholder text, and cross-referenced financial data. Brand it, populate it, deliver it.
Covers every stage from initial instruction and due diligence through monthly interim monitoring, drawdown certification, and final close-out reporting.
Excel workbooks with pre-built formulas for cost summaries, cashflow projections, drawdown schedules, risk registers, and programme trackers. Linked and consistent across all documents.
One payment. Use across unlimited projects. No subscriptions, no per-project fees. Includes User Guide, Process Flow Infographic, and Licence Agreement.
Comprehensive information request tracker with project directory, insurance schedule, RAG-rated status tracking, and guidance notes. 4 tabs.
Full initial due diligence report covering design, planning, site investigations, procurement, professional team, warranties, and insurance. 17 tables, 13 sections.
Supporting financial workbook with cost summary, executive summary, risk assessment, cashflow projection, programme tracker, information checklist, project team directory, and drawdown schedule. 8 tabs.
Monthly monitoring report covering progress, costs, programme, design, statutory compliance, appointments, insurance, and outstanding information. 18 tables.
Financial calculation workbook with development cost summary, drawdown schedule, development cashflow, risk register, information checklist, and programme tracker. 6 tabs with linked formulas.
Formal drawdown certification document with cost summary and certificate log. The document the lender relies on to release funds.
Professional drawdown recommendation letter to the lender, with expenditure schedule and cost breakdown. Ready to sign and issue.
Comprehensive project close-out report covering final account, defects, warranties, bonds, insurance, statutory compliance, and handover documentation. 22 tables.
Visual 4-stage workflow showing how all 8 documents fit together across the project monitoring lifecycle.
Step-by-step guide to deploying the suite on your first project, including branding, customisation, and workflow tips.
Stop building monitoring templates from scratch. Get operator-grade documents that work on day one.
