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The 6 Facet Survey forms the ‘core’ estates information required by HBN 00-08 (NHS EstateCODE). Historically this has always been regarded as the ‘minimum data set’ of information necessary on which to base intelligent decisions about the future of an estate. It provides good baseline information for an Estates Strategy and can assist property transfer and is consistent with the updated NHS Premises Assurance Model (PAM) and the updated ERIC Returns and the Carter and Naylor Reviews.

The Review

Oakleaf’s 6 Facet Survey comprises a combination of six separate surveys and reviews, which are carried out by separate specialised facet survey teams and auditors, each experienced in their own field. Oakleaf have been providing 6 Facet Surveys since their inception and are in touch with NHSi to provide our Six Facet Survey clients with the most up to date, relevant and accurate data.

The resultant 6 Facet Survey will allow Condition Categories to be allocated to properties on a facet by facet basis together with a summary of remedial costs to bring each facet up to a safe and sound condition.

Data is gathered using hand held electronic gathering tools that provide data consistency between surveyors and have in-built checking and productivity functionality. The tools mirror a standard pro-forma style and are used to record the condition of each element/sub element. A risk assessment is undertaken (as required by NHS) which gives a score for Severity and Probability allowing the Risk Scored Backlog to be calculated.

The Content

Oakleaf have extensive experience in working with differing Government Organisations, and the Survey can be adapted to suit individual clients needs. The Six Facets are…

  • Facet 1 – Physical Condition Survey (Fabric & M&E)
  • Facet 2 – Statutory Compliance Audit (inc. Fire)
  • Facet 3 – Space Utilisation Audit
  • Facet 4 – Functional Suitability Review
  • Facet 5 – Quality Audit
  • Facet 6 – Environmental Management Audit

We commonly add extra facets to the surveys which provides you with efficiencies and costs savings; these would typically be Asset RegistersSpace Utilisation (New ERIC departmental requirements & Carter Review) and Disabled Access Audit. 

The Report

  • Ranking
    A rating is identified for each survey aspect and other reviews are compared and rated as applicable.
  • Risk Assessments
    We have included a Risk Assessment so that hazardous issues can be prioritised.
  • Budget Costs
    We also provide full budget costs so that you can program any necessary remedial work.
  • Digital Photographs
    We take photographs showing selected non compliant items so that the problems can be more easily understood.
report example

Extra Efficiencies

Oakleaf are at the cutting edge of technology in this sector and use efficient and time served methodologies when implementing 6 Facet Surveys.
More than 50% of our NHS clients use the Six Facet Survey as an opportunity to pick up other essential estates data whilst our surveyors, engineers and auditors are on site. This partnership working saves our NHS clients £££’s compared to our competitors.

Data Presentation

All data can be input into all software packages, we are experienced in working with all leading brands.
As an independent surveying consultancy we can advise on the best solution for your Trust.
We specialise in graphical summaries for board presentation as well as detailed Excel data for out of software planning and work packages.

Keep the data Live

Oakleaf want you to get the most from your 6 Facet Survey. We have cost efficient methods to update your data; ranging from desk top reviews to 3 – 5 year refresh survey contracts. We also can supply consultancy to assist you demonstrate the value of the investments made and the projects that you manage.

Carter and Naylor Reviews

Oakleaf are at the forefront in providing data as highlighted in the Carter and Naylor Reviews. The Carter Review is challenging the productivity and the space use is a key measure now. Oakleaf can provide your NHS organisation with the validated data to ensure accurate ERIC Returns and the data and recommendations to make change as the Carter Review suggests. We believe that creating the room use data your organisation will be future proofing itself against changing NHS Space Definitions. The Naylor review to develop the new NHS strategy to release £2bn of asset relies on accurate backlog figures so the challenge can be met. We can assist with CAFM systems and synchronising data, verifying room uses and CAD plans and updating them if necessary. We are fully aware of the Carter Review drivers and can assist in the crucial data fields appearing in the Carter driven Department of Health Dashboards.


Oakleaf have won several frameworks for your convenience and efficient procurement, this will enable you to purchase the surveys at pre-tender rates without the expensive and time-consuming procurement processes whilst complying with your SFI’s.

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