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Asset Management in Complex Estates

Asset Management in Complex Estates. Agenda. Case Study Context Proposal Commercial structures. Case Study. Property and facilities portfolio 960,000m2 of space, and 2,000 properties nationwide. The partnership with Carillion includes: Capital Projects (Planning & Mgmt)

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Asset Management in Complex Estates

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  1. Asset Management in Complex Estates

  2. Agenda • Case Study • Context • Proposal • Commercial structures

  3. Case Study • Property and facilities portfolio 960,000m2 of space, and 2,000 properties nationwide. • The partnership with Carillion includes: • Capital Projects (Planning & Mgmt) • Estates Liaison (Service Charges, Acquisitions & Disposals) • Helpdesk • M&E Maintenance, Fabric Maintenance • Cleaning & Waste Services • Energy & Environmental Management • Annual price £95m

  4. Releasing value • Avoidance of capital investment £14.8m • Revenue savings £16.8m • Contract management costs (exc VAT) £11.9m Recurrent saving pa £4.96m • Planned recurrent savings £6.9m+

  5. Relevance to NHS

  6. Commercial Model • FUTHER BENEFITS • Self-funding from super savings • Case by case analysis • Added value basis £ k • EXCEPTIONAL PERFORMANCE • PMS score 98% + • Funds - payments to staff • Funded by Client £ k • SAVINGS INCENTIVISATION EARNINGS • At risk • Deliver cost benefits • Time scales to be agreed xx% xx% • CORE EARNINGS • Not at risk • People and skills • Helpdesk • MIS/ IT • SHE • Audit • Systems and processes • Managing the Property Portfolio • PERFORMANCE EARNINGS • At risk • Meet performance levels xx%

  7. Context

  8. Healthcare Market

  9. Facilities Management Market

  10. The benefits for an NHS Trust

  11. The benefits for an NHS Trust

  12. Approach

  13. Integrated Asset Management

  14. Managing Agent for FM Services • Existing contractors and suppliers retained (initially) • Minimal TUPE transfers – management only • Single helpdesk • Performance management regime

  15. Energy Management • Energy audit / recommendations • Industry best practice • Performance management data • Awareness campaigns • Support in gaining grants • Optimisation of plant / equipment

  16. Property Management

  17. Workspace Design & Management • Space utilisation information captured • Best practice from corporate sector • Healthcare planning / clinically led • Incentivised to promote delivery • KPIs to measure realisation of benefits

  18. Capital Works Project Management • Development control plan based on operational information • Expert client • Design management / added value • Construction management • Cost management, including value enhancement strategies

  19. Acquisitions & Disposals • Negotiation of acquisitions • Enhancement of value of disposals through: • Planning gain • Infrastructure investment • Development

  20. Commercial Structures

  21. Fee Basis

  22. Managing Agent

  23. Example

  24. Gain Share Basis

  25. Summary

  26. Phil Shepley phil.shepley@carillionplc.com

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