ESTATE PLANNING


Annual review of condition of estate assets


Surveying cycle Desktop review


Create brief for EAMs, including


Green Plan requirements


How will EAMs be deployed in


the organisation?


CAFM system selection


Strategic investment planning


Long-term planning to deal with low-risk items and anticipated backlog


Annual investment planning


Risk-prioritised items identified and dealt with


Identifying sustainability projects where OPEX can be allocated from green funds


Figure 1: A typical process map for decision-making on the installation of a CAFM system, adapted to include sustainability information and outcomes.


Asset taxonomy and Asset heirarchy definition


Define requirements and outputs for an EAM approach


Asset Register and Condition Data Capture


Collation of existing assets including sustainability benchmarking


Condition appraisal and current sustainability rating


Elemental Residual Life Load into CAFM system


Work order generation


Generation of PPM tasks against asset history


Barcoding Unique ID provided for each asset


Risk assessment and validation


Prioritisation of elemental performance


Sustainability risk and long-term impact


Review Trust risk register


out of the physical condition facet through the typical elemental hierarchy.


n Annual energy consumption and costs – this information can be brought out of the environmental management facets by analysing and presenting the consumption data within the report over and above the traditional benchmarking exercise, as prescribed in the Estatecode.


n Occupancy levels – This data is already captured under space utilisation, and can be enhanced by capturing data at room level using digital technology, and IoT.


n Carbon emissions – Not captured traditionally during a six-facet survey, but a methodology can be developed to incorporate this as part of the property appraisal exercise contemporaneously.


Data requirements With data the golden thread that runs throughout all four of these stages, the following list outlines the in-depth requirements of this data to support a decarbonisation plan, all of which could be incorporated into a six-facet property appraisal: n DECs (Display Energy Certificates) for each building.


38 Health Estate Journal June 2023


n Energy consumption for each building. n Energy costs per building. n Energy type per building. n Energy capacity and load per building. n Metering and monitoring per building (e.g. via a BMS).


n Building area (approx.) per building. n Age and type of building. n Previous energy efficiency works. n Previous benchmarking and data analysis.


n Carbon data if previously available.


Approaching a six-facet more ‘strategically’ At RLB, our approach isn’t just to capture a moment in time, but rather to help a Trust build a complete picture of where they are now, effectively providing them with a benchmark for their Net Zero carbon journey. Our goal is to remain independent, while collaborating closely with the Trust to make sure that our property appraisal outputs are a true reflection of an estate, and become a key partner in understanding it, not just now, but equally in the future as it develops. To achieve this outcome, it is vital that your chosen consultant works not


Whole-life costing LCM approach


Asset rules


CAPEX and OPEX definitions Works programmes


Business priorities and alignment to Green Plans


only with your Estates & Facilities team, but also with the organisation’s key clinical delivery teams. Collaboration and communication are key. For a successful appraisal, and for the optimal such process, the relevant Trust teams should regularly engage with the consultant and provide feedback on the operational estate, elemental performance, and how the portfolio performs 365 days of the year. Good collaboration, and investment in time from the Trust, will not only improve the quality and depth of the data collected, but will also result in the date being valued in the longer term by the team that invested its time and energy in its collection. Ensuring that you have one version of the truth at the start of each project is fundamental to the veracity of, and trust in, the information. It also allows Estates managers to incorporate the data and knowledge into any report findings, and encourages adoption of a sound partnership model adopted. So, for example, recording not just carbon emissions at one particular point in time, but also embodied targets agreed by all stakeholders at the start of the process,


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