1. Estates Management | Open, Safe & Compliant theory into practice
Matt Isherwood, Director of Estates Brooke Weston Trust

2. Strategic Estates Planning
DATA
Survey
Report
Projects
Update
Capital Funding [SCA & CIF]
Bids [ Salix & MAT Loans]
Procurement
Demographic Need / Basic Need
Compliance
Rationalisation
Emergency Funding

3. Understanding your Estate Portfolio
DATA, DATA, DATA
PROFESSIONAL ADVICE
IMPARTIAL FACT BASED ASSESSMENT
COMPARATIVE
“The evidence should speak for itself”

4. Data Flows
Need to be supplier agnostic – please edit the diagram to remove “Kykloud”

5. DATA | Condition Survey
Building Fabric: Internal & External
Mechanical & Electrical
Safeguarding assessments
Health & Safety priorities
Costs

6. DATA | Statutory Compliance Audit
Asbestos Management
Accessibility
COSSH
Fire Risk Assessments
Fixed Wire Tests
Gas Safety
Water – Legionella
Etc. Etc. Etc.

7. DATA: Occupation Net Capacity Assessment Numbers on roll
Published Admission Number
Demographic Data
Rationalisation or Expansion

8. Prioritising | Key Issues
“Open, Safe & Compliant”
Budgetary Constraints
School Condition Allocation
“need rather than want”
Equitable distribution

9. PRIORITISING | Main Considerations
Compliance
Safeguarding
Condition Priority
Health & Safety Risks
School Closure potential
Building Fabric

10. PRIORITISING | Secondary considerations
Programme:
Impact
Term time vs Holiday
Planning permissions
Licence to alter
Batch works | opportunity cost
Bundle projects | scale efficiency
Lifecycle | maintenance & energy costs

11. DATA | Capturing & Managing information
RICS methodology
recognised by EFA
Harness Technology
Mobile > Site Staff & Contractors
App driven user friendly>minimal Training
Dashboard executive summary > “all on one page”
Professionalism
Empower Facilities Staff

12. Where are we now DATA > “BIG DATA” Condition 20yr liability profile
Dashboard presentation
Microsoft Power BI
Compliance
Benchmark audit
Concerns highlighted
Rectifications plan in place

13. Where next Occupation & space planning Asset Register Transfer
Planned Preventative Maintenance

14. Questions…… happy to help over the phone 07595 710 974 or 01536 396366
via
forum:
or even in person!