Site & Portfolio Access Governance
We provide structured access governance for multi site facilities. Contractor documentation is reviewed against defined standards. Each determination is recorded, timestamped, and tied to a specific facility and scope of work to maintain a consistent, defensible record.
Why Portfolio Access Governance Matters
Multi site facilities often manage contractor documentation independently at each location. This results in inconsistent standards, renewal gaps, and fragmented records. Centralized access governance establishes uniform requirements, documented determinations, and a defensible record tied to each facility and review date.
Our Governance Standard
Every designated facility follows a consistent documentation requirement:
• General Liability: Minimum $1M/$2M, Portfolio entity named as Additional Insured
• Workers Compensation: Meets applicable state statutory limits
• Site-Specific Scope: Written work order tied to address and duration
• Expiration Tracking: Centralized renewal monitoring
Our Process
Site or Portfolio Onboarding
We define and confirm documentation requirements for all designated facilities within the portfolio.
Vendor Submission
Vendors submit required documentation tied to a specific facility and scope of work.
Standardized Review
Documentation is reviewed against the portfolio standard. Determinations are recorded and timestamped.
Centralized Record
Each decision is logged in a centralized ledger tied to the facility and date of review.
What Governance Does Not Do
Our governance process does not provide insurance placement, legal advice, or risk transfer. Final operational authority remains with the property owner or asset manager. We document determinations based solely on submitted materials at the time of review.
Who We Work With
We work with portfolio holders, asset managers, and owner-operators responsible for multi-site facilities.
Why Portfolios Engage Governance
• Reduce cross-site documentation inconsistency
• Centralize contractor credential standards
• Maintain defensible audit records
• Improve renewal visibility across facilities
• Support internal compliance and risk teams
Engagement Structure
Portfolio Onboarding
Formal adoption of standardized documentation and review protocol across designated facilities.
Ongoing Governance
Centralized documentation review, renewal oversight, and ledger maintenance across approved sites.
Vendor Review
Facility specific documentation determination tied to defined scope of work.
