ESTATE PLANNING
your six-facet property appraisal objectives – including how they operate from a sustainability standpoint. EAM systems typically include features for tracking asset location, maintenance history, and financial data. Many EAM systems also include functionality for scheduling maintenance, managing inventory, and generating reports, all of which can be used to help reach Net Carbon Zero goals. Elements captured in a six-facet survey would be part of this programme, and can be incorporated by collecting additional information on certain equipment, and creating a hybrid asset register with a six- facet property appraisal. Having this accurate data that fits your
Dialogue with clinical staff can give more depth to occupancy data, especially when looking at the use over time of departments.
provider representatives to discuss underlying mechanical, electrical, and building fabric issues for individual buildings. The aim of the workshops should be to assess the history and performance throughout the year and across the seasons of the building fabric, and the fixed assets within. It is often managerial staff and service engineers who understand the issues and recurring maintenance issues on site, and are able to draw attention to problems that could otherwise be missed during a snapshot condition survey. These workshops build trust in the data set by the Estates team, meaning that any suggested measures have more chance of being adopted to help shape the future of the estate as a baseline data set.
3 End the project thinking about a strategy for reviewing the data in accordance with the NHS Estatecode and the annual review process. Analyse your data in a holistic way to drive real value and outcomes that give Trusts best value for their capital. We have recently worked with a Trust which identified a ‘fabric first’ approach to sustainability and data from a six- facet survey. The information was drawn out from elemental data on windows, roofing and insulation, and external walls, and compared against buildings that had significant energy usage, and poor occupancy levels and space utilisation. This identified a significant portion of the Trust’s backlog maintenance that could be prioritised as part of its Sustainability Programme.
Developing an Enterprise Asset Management system A longer term solution to meet the needs of Estates departments is an Enterprise Asset Management (EAM) system that can be used to track and manage assets throughout their lifecycle, and help drive
40 Health Estate Journal June 2023
current and future needs can continuously drive forward substitutability, giving agility to Estates managers on reporting on the prioritisation of future works without the need to commission further surveys to tell them what a six-facet survey can already inform them, especially if collected via an easy-to-use reporting methodology. What will be apparent is that agile
reporting on the property portfolio, and not relying on anecdotal information, will be beneficial in many ways to all stakeholders as part of the development of the EAMs: n It will bring an appraisal of each asset or building within the portfolio in a holistic way.
n Feeding in the sustainability agenda with an additional layer of prioritisation over and above the risk-based methodology. What assets should be focused on that have significant impact on operating costs and utility consumption, and how are they prioritised?
n Opportunities for intelligent and informed procurement where trends in material can be captured in a more strategic and sustainable way, and potentially procured under one contract.
n Maximising the remaining life of existing assets by operating a condition and risk-based approach, meaning you can de-risk your portfolio with target capital spend. Six-facet survey information can be
adapted and formulated into more traditional EAM systems that tend to be driven by asset registers. I have included a typical process map that was deployed on a previous project, where a Trust was deciding on whether to proceed with the installation of a CAFM system over and above its typical spreadsheet internal system, and where the following stages guided them through the process. I have also indicated where this could be adapted to include sustainability information and outcomes.
Conclusions There is no doubt that capturing sustainability performance will continue to help healthcare estates teams work towards their Net Zero carbon agenda,
and will remain as important, if not increase in importance, in the future. Understanding how to capture accurate baseline information of all assets will drive multiple agendas – avoiding having to undertake the same job twice, and bring efficiencies to health estates teams. Accurate data will be the key to decision-making, with insights and analysis defining and prioritising maintenance and reconfiguration requirements. The need to bring in stakeholders outside of Estates teams and work collaboratively will remain essential to achieve both sustainability and productive goals. As we move into the future, how we operate our healthcare estates to be kinder to the environment, and how we drive efficiencies through them, will both remain a focus, and I believe the six-facet survey will remain one of the key processes to enable us to do just this.
Brook Smith
Brook Smith is a Partner at independent property consultants, RLB, and head of Building Surveying in the company’s Birmingham office, as well as being Regional Health Sector lead and National lead of Six-Facet Property Appraisal. He has 15 years’ experience working in healthcare, primarily in the delivery of estates strategies and multi-facet property appraisals, and has an in- depth knowledge of the challenges faced by healthcare estates and facilities departments in managing their complex property portfolios. He brings multi-sector experience to healthcare, and has developed many bespoke asset management solutions in the retail, education, and public sectors.
Over the last two years he has worked closely with some of the UK’s largest healthcare Trusts on solutions that maximise the benefits of six-facet surveys, and on creating a methodology that can give the Trusts more information beyond the ERIC returns.
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