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Asset Surveying Services for PPP/PFI, Public, and Private Sector Estates

Strategic Asset Surveys Aligned with Compliance CoBP and Lifecycle Needs

Opex Consulting offers UK-wide asset surveying services tailored for public and private sectors, including NHS Trusts, MOD sites, schools, and local authorities.  Our structured surveys support PFI CoBP requirements, lifecycle modelling, statutory compliance, and facilities management (FM) investment planning, CAFM  and reset and PFI handback.

We specialise in condition-based asset data collection covering Mechanical & Electrical (M&E), Building Fabric, Furniture, Fixtures & Equipment (FF&E), and Medical Equipment, with outputs designed to meet the legislative and contract compliance demands including NHS Estatecode standards and lifecycle planning, while setting the foundations for best practice FM delivery.

Our surveys are designed around the RICS NRM3 taxonomy, ensuring data consistency, extensibility, and long-term use across systems and reporting needs.  From day one, we engage all stakeholders to define the end uses of the data, ensuring surveys are structured to capture everything you need, the first time, as well as ensuring a collaborative process.

We utilise industry standard collection software that allows us to capture not only
asset data and condition but also capture photographic evidence to ensure
auditability and aid QA in the process.

What our Asset Surveys Include

Mechanical & Electrical (M&E) Systems

Mechanical & Electrical (M&E) Systems

  • HVAC systems
  • Fire protection systems
  • Electrical systems (HV/LV)
  • Medical gas systems
  • Water management systems
  • Decontamination assets

 

Building Fabric Elements

Building Fabric Elements

  • Roofs external elevations
  • Wall and floor finishes
  • Joinery, doors, and windows
  • Sanitaryware and internal partitions
FF&E & Medical Equipment

FF&E & Medical Equipment

  • Full Group 1–4 classification
  • Serviceability grading and tagging
External Infrastructure

External Infrastructure

  • Landscaping
  • Drainage
  • Hard surfaces
  • Outbuildings

Our surveys are designed for precision, consistency, and full digital integration — turning data into reliable operational insight.

  • NRM3-Based Taxonomy: Ensures consistency for CAFM, FM systems, and lifecycle models.
  • Condition Grading: NHS Estatecode or contract-specific standards.
  • Detailed Attributes: Asset-level records include make, model, serial number, year, life expectancy, and cost to replace or repair.
  • Lifecycle-Ready Outputs: Captured for integration into lifecycle models and asset investment plans.
  • SFG20-Linked: Assets linked to SFG20 maintenance schedules to inform or populate your PPM strategy.
  • Visual Evidence: Digital photographs of each asset for verification and contextual analysis.
  • Tagging Options: Asset tagging using barcodes, QR codes, or RFID—compatible with your existing systems.

Case Study: NHS PFI Handback Preparation

Each project we deliver combines technical expertise, contractual understanding, and practical delivery — ensuring outcomes that are both compliant and commercially sound.

  • Client: NHS acute hospital trust operating a large, complex PFI estate.
  • Challenge: Addressing incomplete asset data, compliance risks, and preparing for contract expiry.
  • Solution: Comprehensive asset survey and data reset aligned to NHS standards and PFI handback requirements.
  • Outcome: Improved compliance visibility, lifecycle-ready asset data, and a smoother handback process.

FAQs: Asset Surveying

Q: What is the purpose of an asset survey?

A: An asset survey provides detailed information about Asset Type, its System level, the condition and its lifecycle of asset, supporting asset management, compliance, maintenance planning, and financial forecasting.

Q: How long does an asset survey take?

A: The duration varies based on the size and complexity of the facility. We provide a tailored timeline after an initial assessment.

Q: Do you provide surveys for specific sectors?

A: Yes, we specialise in sectors like healthcare, education, bluelight and defence, including NHS Trusts, schools, and MOD sites.

Q: How do you ensure data accuracy?

A: Our experienced surveyors use standardised methodologies and tools, including photographic evidence, digital tagging and an extensive peer review and QA process, to ensure data accuracy.

Q: Can you integrate survey data into our existing systems?

A: Yes, we provide data outputs compatible with various CAFM and lifecycle management systems.

Q: What makes Opex different?

A: We have process and procedures that prioritise data accuracy, contractual relevance, and sector-specific requirements, especially for high-stakes environments like PFI. We work collaboratively with stakeholders to achieve the right outcomes for all.

Buyer's Guide: Choosing a Surveying Provider

Experience

Look for providers with experience in your specific sector.

Standards Compliance

Ensure they follow recognised standards like RICS NRM3 and NHS Estatecode.

Data Integration

Confirm that they can deliver data compatible with your existing systems.

Quality Assurance

Assess their commitment to accuracy and thoroughness.

Cost vs. Value

Consider the long-term value of accurate data over initial cost savings.

Need trusted, compliant asset data for your estate or PPP/PFI handback?

Request a callback from our technical survey team today.

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