My access
Projects and contracts you've been granted access to.
Dashboard
Pipeline status across active SPVs.
Approaching deadlines
Recent activity
Projects
Each project is an SPV.
| Name | SPV | Scheme | Units | GDV | Target PC |
|---|---|---|---|---|---|
| No projects yet. Create the first one. | |||||
Development budget
Total Development Cost breakdown. Lender ratios derived against GDV + loan facility. Committed figures roll up live from contracts and consultant invoices.
Contracts
| Reference | JCT form | Status | Sum | Executed |
|---|---|---|---|---|
| No contracts yet. | ||||
Planning obligations
S106 contributions and CIL liabilities tied to the planning consent. Triggers on commencement, occupation, fixed dates, or PC. Auto-flips to Due when its trigger fires.
| Kind | Type | Description | Trigger | Amount | Due | Status | Docs | |
|---|---|---|---|---|---|---|---|---|
| No planning obligations recorded yet. | ||||||||
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Contract:
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CDM 2015
Principal Designer + Principal Contractor + Construction Phase Plan + F10 (if notifiable). Required before any contract may move to In progress.
Members
Internal users with access to this SPV. Per-project role drives RBAC + the Phase-1 RLS gates.
| Name | Role on this SPV | ||
|---|---|---|---|
| No members yet. | |||
Consultant invoices
| Invoice no. | Consultant | Date | Gross | Status |
|---|---|---|---|---|
| No consultant invoices yet. | ||||
Monthly progress reports (IMS)
Broader monthly site reports — distinct from the per-drawdown sign-off. Immutable + 12-year retention; revisions create a supersede chain.
A comprehensive monthly site report from the Monitoring Surveyor (typically 20–50 pages) issued each month regardless of drawdowns. Distinct from the per-drawdown sign-off attached on each drawdown request.
- Executive summary + RAG status
- Site-visit photos and progress narrative
- Programme position vs. target PC + EoT register
- Budget position vs. cost-to-complete
- Variations register summary
- Risks, H&S observations, defects log
- Insurance + warranty position
Parties
Single source of truth for organisations and individuals.
| Name | Type | Company no. | VAT | CIS status | |
|---|---|---|---|---|---|
| No parties yet. | |||||
Contract position
Payment cycle (HGCRA s.110)
Retention ledger
Accrued per certificate · released in tranches per the schedule below| Date | Kind | Trigger | Amount | Notes | |
|---|---|---|---|---|---|
| No entries yet. Accruals are auto-recorded when a Payment Certificate with retention is issued. | |||||
| Reversed Reversal | |||||
Parties
| Role | Party | Company no. | |
|---|---|---|---|
| No parties linked. | |||
Schedule of Values
Line-item breakdown of the contract sum. Payment applications claim against these lines.
| Code | Description | Lump sum | Remaining | Ret? | Labour % | NRM2 | |
|---|---|---|---|---|---|---|---|
| Var | Bulk |
Variations
JCT lifecycle: PROPOSED → CVI → INSTRUCTED → COSTED → AGREED → INCLUDED.
| Reference | Description | Cost | Time | Status | |
|---|---|---|---|---|---|
Extensions of Time
Programme-shifting events. JCT D&B 2024 cl.2.25–2.27. REQUESTED → GRANTED / REJECTED.
| Reference | Description | Cause | Requested | Granted | Status | |
|---|---|---|---|---|---|---|
Compliance —
Contract-specific documents (RAMS, programme, surety, warranties).
| Document | Status | Expiry | Uploaded | |
|---|---|---|---|---|
Defects register
Defects raised during the rectification period (PC → NCMG). NCMG can only be certified once all defects are CLOSED (JCT D&B 2024 cl. 2.39).
| Ref | Description | Severity | Status | Raised | Rectified | Inspected | |
|---|---|---|---|---|---|---|---|
| No defects yet. | |||||||
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attachment
attachments
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Payment applications
| App # | Valuation date | Due date | Final date | Amount | Status |
|---|---|---|---|---|---|
| No payment applications yet. | |||||
Statutory deadlines (HGCRA 1996)
Application figures
Schedule of Values breakdown
Per-line claim as submitted. Snapshot — frozen once the QS picks the application up.
| Code | Description | Lump sum | Cum % | Cum £ | Prior £ | Period £ |
|---|---|---|---|---|---|---|
| Bulk | ||||||
| Totals | ||||||
1 · QS assessment
Complete PendingNo QS assessment yet. The QS reviews the application, applies retention, computes CIS and VAT, and sets the notified sum.
2 · Payment notice s.110A
Issued Awaiting issue LockedIssue the Payment Notice within 5 days of the due date. Late issuance is rejected by the database.
Complete the QS assessment first.
3 · Pay Less Notice s.111 · optional
Issued Window open LockedOptional. If the actual payable is less than the notified sum, issue a Pay Less Notice at least 5 days before the final date for payment.
Issue the Payment Notice first.
4 · Payment Certificate
Issued Ready LockedAfter the PLN window closes (or PLN is issued), issue the Payment Certificate. This is the artefact that drives the drawdown.
Issue the Payment Notice first.
Consultant invoices
AP invoices from architects, engineers, planning consultants, and other professional services. Standard VAT (not reverse charge).
| Invoice no. | Project | Consultant | Date | Due | Net | VAT | Gross | Status | |
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| No invoices yet. | |||||||||
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credited
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Drawdown requests
Composed from issued certificates and approved consultant invoices.
| Project | Req # | Period | Requested | IMS approved | Disbursed | Status | IMS sign-off |
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| No drawdown requests yet. | |||||||
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Signed
Pending
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— Drawdown #
Cover summary
Payment certificates
Issued in this period and included in the drawdown.
| Issued | Contract | App # | Certified | Retention | CIS | Net payable |
|---|---|---|---|---|---|---|
| No certificates included. | ||||||
| Subtotal | ||||||
Consultant invoices
Approved invoices dated in this period.
| Date | Consultant | Invoice no. | Net | VAT | Gross |
|---|---|---|---|---|---|
| No consultant invoices included. | |||||
| Subtotal | |||||
Scope & programme changes in period
| Ref | Description | Contract | Cost | Time | Status |
|---|---|---|---|---|---|
| Ref | Description | Contract | Days | Decided |
|---|---|---|---|---|
Contractor compliance
Party-level documents (insurance, AML, accreditations). Lender may query any non-OK row.
| Party | Required | Missing | Expired | Expiring soon | Status |
|---|---|---|---|---|---|
| Action needed Renewals due All current |
Planning obligations
S106 / CIL obligations that have fallen due in or before this period — advisory only, lender to review against the LPA discharge position.
| Kind | Type | Description | Due | Amount | Status |
|---|---|---|---|---|---|
Retention position
| Contract | Accrued | Released at PC | Released at NCMG | Other releases | Balance held |
|---|---|---|---|---|---|
IMS sign-off
Independent Monitoring Surveyor's Drawdown Recommendation Report.
A signed PDF (typically 5–15 pages) from the Monitoring Surveyor confirming the works claimed in this drawdown have been built. Required before "IMS certify".
- Site-visit confirmation (date, attendance, photos)
- Verified % completion against claimed valuation
- Reassessed cost-to-complete vs. budget
- Variations reviewed (instructed / agreed / disputed)
- Programme position vs. target PC
- IMS-recommended drawdown figure (may differ from requested)
- Any caveats, queries, or hold-points
State trail
| Stage | When | Who | Notes |
|---|---|---|---|
| Composed | — | ||
| Submitted to IMS | — | ||
| Queries raised | |||
| IMS certified | |||
| Submitted to bank | — | ||
| Bank approved | — | ||
| Disbursed | |||
| Reconciled | — | ||
| Rejected |
Audit log
Append-only record of every state-changing action and every read of a sensitive object.
| Time | Severity | Actor | Project | Object | Action |
|---|---|---|---|---|---|
| No audit events match the current filter. | |||||
Compliance
Insurance, accreditation, and project documents that are nearing expiry or have already expired. Refresh the document with a new file to clear the row.
Party documents
Insurance, accreditation, AML — carry across every SPV the party works on.
| Party | Type | Document | Expiry | Status |
|---|---|---|---|---|
| No party-level docs are expiring or expired. ✓ | ||||
Contract documents
RAMS, programme, surety — per contract.
| Contract | Party | Document | Expiry | Status |
|---|---|---|---|---|
| No contract-level docs are expiring or expired. ✓ | ||||
Members
All users on this platform — Elveden team and external contacts. Click a row to manage their profile and SPV access.
| Name | Firm | Profession | Global role | SPVs | Insurance | MFA | ||
|---|---|---|---|---|---|---|---|---|
| No yet. | ||||||||
| → | ||||||||
New users sign up via the emailed invite and pick their own password. Click any row to manage their professional details and SPV access.
Profile
Professional indemnity insurance
SPV team memberships
Internal access — drives RBAC and the per-SPV role gates.
| SPV | Role | |
|---|---|---|
| Not a member of any SPV. | ||
Compliance —
Standard documents required from parties on UK development finance. Upload a renewal at any time — the previous version is preserved as a supersede chain.
| Document | Status | Expiry | Uploaded | |
|---|---|---|---|---|
| No compliance requirements set up for this party. | ||||
Account
Profile and multi-factor authentication.
Profile
Multi-factor authentication
Time-based one-time password (TOTP) — pair with Authy, Google Authenticator, 1Password etc.
Admin: User MFA
Reset a user's authenticator pairing — they will need to re-enrol on their next sign-in. Action is audited (severity WARN).
| Name | Role | MFA | ||
|---|---|---|---|---|
| No users found. | ||||
| Enrolled Pending Not enrolled | ||||