cipfa property how corporate can you go? developing & operating a corporate landlord model
TRANSCRIPT
CIPFA Property
How corporate can you go?
Developing & operating a corporate landlord model
Common issues
Property ‘owned’ by individual areas Asset plans not aligned to business planning/not
delivering corporate objectives / service outcomes Capital investment not prioritised Total backlog maintenance position unknown (WLC) Statutory obligations / legislative testing programmes
unknown Data inconsistent/held all over the place Cost of occupation unknown Space standards/utilisation inconsistent Space utilisation unknown Procurement of property services not consistent/
delivering vfm
Definition of a Corporate Landlord
Definition of a Corporate Landlord
The graphic equiliser:
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Corporate Landlord
Decentralised Approach
Corporate Landlord
Decentralised Approach
Definition of a Corporate Landlord
The balance:
Corporate Landlord
Decentralised Approach
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Corporate Landlord
Decentralised Approach
Definition of a Corporate Landlord
The balance:
Corporate Landlord
Decentralised Approach
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So let’s look at the components
1. Strategic functions
A. Strategic asset strategy & asset planning
Engages with corporate centre and services
Has clear understanding of current estate & reasons for ownership/use
Strategy will provide overarching framework & must be effectively communicated
Fundamental roll in working with other public bodies on assets
Uses data and intelligence about portfolio and performance of assets to produce corporate AMP
Corporate Landlord responsible for delivery of both Strategy and AMP
www.cipfa.org/property
Management/Executive/Member group
Corporate Property Group Corporate Property Officer
Property Champion
Strategic Property Function
Service Department Property
Representatives
Actively involved on Corporate Property
Group
Develop Service Plans with
Strategic Property Function
1. Strategic functions
B. Robust corporate strategic role / group
1. Strategic functions
C. Strategic budgeting / determining property budget requirements
Capital Prioritisation based on robust methodology prioritising corporate aims and objectives through to service aims and objectives -http://archive.cipfaproperty.net/subscribersarea/ default_view_lib.asp?library=258&category=2018
Maintenance budgets allocated on:
Understanding of the whole picture
Linked to prioritisation of need
Linked to future asset use through AMP
Central control/monitoring of budgets
Inc. rental income
1. Strategic functions
D. Property Standards
Responsibility for setting various standards in relation to property including:
workspace and utilisation standards, condition, procedural standards, signage, access etc.
Would include engagement with other initiatives such as flexible working practices, service transformation and rationalisation projects.
Responsibility for ensuring accommodation is used efficiently, in accordance with corporate standards and monitoring space utilisation within buildings.
1. Strategic functions
E. Data Management
Responsibility for setting data standards, setting programme for and managing collection including updating as necessary
Ensuring data is current, correct, complete and consistent
Management of systems
Performance reporting
Use in option appraisal
Controlling who can access it
Making info available as appropriate to: public, partners, third sector etc.
1. Strategic functions
F. Asset Challenge/Projects
Things don’t just happen – react or initiate
Lead on asset challenge and review.
Develop a programme to review/ challenge asset use based on:
Corporate initiatives, area based, service, data, etc.
Disposal receipts?
Built into AMP
2. Statutory Compliance
A. Specifying corporate compliance requirements
Provides expertise about statutory and other responsibilities in respect of use & occupation of property assets.
Includes working with corporate health and safety leads and keeping abreast of appropriate developments to ensure the organisation is fully aware of what it must to do to ensure its buildings are safe for use at all times.
• Develop a composite programme of works to ensure all statutory requirements are met across the portfolio
• Centralised coordination of documentation, certification and records
• Centralised training & records
3. Facilities Management
A. Determining & specifying FM services
Determine required FM services through engagement with each service manager to reflect the specific requirements of each establishment/area but at the same time as far as possible, these would be consistent across types of assets and service operations.
B. Procuring FM activities (or at least knowledge of it!)
C. Prioritisation & management of FM budget
D. Managing delivery of FM activities
Including managing use of all meeting rooms, and would provide logistical support to ensure user requirements are met and space is used most effectively.
E. Managing performance of FM services
4. Repairs and Maintenance
A. Developing corporate maintenance strategy and specifying corporate maintenance standards
Ensuring that all land and buildings are maintained to a safe, healthy and operational standard
Responsible for recording and collating the composite condition data and analysing
Producing maintenance strategy based on corporate approach including engagement with each service area to reflect service plans
4. Repairs and Maintenance
B. Prioritisation & management of R&M budgets
Based on condition surveys
Set against corporate priorities/AMP
Spend info and condition change managed centrally
Greater understanding of impact of spend
5. Estates Management
Responsible for all property transactions, negotiating all occupational agreements to ensure consistency, quality and vfm
Negotiating and managing all rent reviews for both leased in and leased out interests
Negotiating and managing service charges for all assets
Landlord consents, income, debt management
Eliminate property dabblers
Coordinate Sales and Acquisitions
6. Design and Construction
Allows for full coordination and understanding
Helps to improve chances for cross service solutions
Ensures consistent business case/option appraisal approaches
Helps to link design with impacts for future
So, can we help you?
CIPFA are offering ‘free’ Asset Management visits over the next few months on a first come, first served basis.
They will entail:• A presentation of setting up a robust approach to asset
management (including corporate landlord)• An opportunity to discuss your particular issues and answer
questions based on our knowledge from around the public estate
• An overview of CIPFA’s services in relation to property and asset management.
• If you are interested just complete one of the forms or contact Kirsty Sanderson 01244 499699 or [email protected]
www.cipfa.org/property
David Bentley Head of Asset Management
: 01332 559780
: 07710 368711
: www.cipfa.org