certificate in asset management planning

Transcription

1 certificate in asset management planning The Chartered Institute of Public Finance and Accountancy is offering a new certificate in Asset Management Planning, bespoke to the public sector. It will cover the key topics necessary to provide you with a good understanding of the various issues you will be facing in your workplace, and how best to deal with them. This is a real opportunity for staff new to asset management or as a refresher for staff wishing to develop their skills and knowledge with more formal training. The following provides an outline of the topics to be covered, although this may be tailored in places to fit the needs of individual candidates. Module 1 Asset management concepts 1 Introduction 2 The importance of property asset management 3 Roles and responsibilities 4 High level definition of property assets 5 Strategic and operational property responsibilities 6 Data 7 Review Introductions Course structure and learning objectives Recording and applying learning The growth of property asset management Developing role of property asset managers Understanding the contribution of property asset management to the success of your organisation Introduction to the positioning of the property function within the organisation Understanding the basic structures to best deliver an effective asset management service Types of interests and impact on asset values Building characteristics and the ways they may or may not match the needs of the occupiers Occupiers building requirements and the impact on asset management thinking The elements that make up an effective property service The dependencies of the different professional property functions Understanding the impact of the different elements on the organisational success Essential business data Managing data Information systems Demonstrating learning from Module 1 Set-up Module 2 On completion of Module 1, the candidate will be able to: Understand and articulate the principles of strategic asset management and its role in the context of a public sector organisation. Critically consider the impact of the assets in the property portfolio in supporting the needs of the different users. Recognise the data and information needed to enable effective management of the public estate, how this is held and how it can be used in corporate decision making. CIPFA certificate in asset management planning 1

2 Module 2 The asset lifecycle 8 Introduction Review of Module 1 Intended learning outcomes from Module 2 9 Physical aspects of buildings Physical construction and layout Environmental and other physical considerations Location and accessibility for users and staff Communications and the changes in the work place Market view of asset 10 Opposing forces in decision making process of occupiers 11 Life cycle of property asset 12 Property maintenance 13 Facilities Management 14 Review Economic finding the right balance in value for money for the occupier s business Suitability Review of extent to which the asset meets operational needs, in terms of capacity for production, image and staff Adaptability consideration to future flexibility physically and legally, and potential for adaptation to future market conditions Typical asset lifecycle Occupancy costs and impact on business occupier thinking Some quick wins for both asset managers and occupiers Principles of whole life appraisal The role property maintenance plays in supporting property asset management The purpose and value of condition surveys Physical characteristics of buildings and information to be captured and updated during period of ownership Statutory compliance Elements of a composite FM service The role FM plays in supporting the building occupiers and enhancing service delivery Demonstrating learning from Module 2 Set-up Module 3 On completion of Module 2, the candidate will be able to: Critically evaluate the different elements that impact on the life expectancy of assets in a property portfolio. Understand the value of whole life economics in decision making in the property life-cycle. Demonstrate an understanding of the role and impact on life cycle planning of the building maintenance and Facilities Management functions. 2 CIPFA certificate in asset management planning

3 Module 3 Performance management 15 Introduction 16 Performance Management Framework 17 Typical performance areas 18 Office performance 19 Investment property 20 Non-investment tenanted property 21 Review Review of Module 2 Intended learning outcomes from Module 3 Building a performance management framework Developing good performance indicators Benchmarking and trend analysis Beyond pure fiscal measures Risk and sensitivity analysis Condition Suitability Operating costs Environmental Office utilisation Property Service efficiency Influencers on performance Key performance measures Space standards Workstyle analysis Space and desk audits Purpose Setting strategy Measuring and reporting performance The importance of portfolio mix Managing risk Accountability Purpose and wider corporate objectives Measuring and reporting performance Roles and responsibilities Demonstrating learning from Module 3 Set-up Module 4 On completion of Module 3, the candidate will be able to: Understand the principles of performance management in the context of a public organisation. Define performance measures for the different elements within the property portfolio. Develop a performance management framework designed to improve the organisation s property asset management. CIPFA certificate in asset management planning 3

4 Module 4 Strategic context 22 Introduction 23 Corporate Asset Management 24 Asset Management by type 25 Concept of Corporate Landlord 26 Practical implementation of Corporate Landlord 27 Review Review of Module 3 Intended learning outcomes from Module 4 Taking a truly corporate approach Coordinating strategic management of different asset types, e.g., fleet, ICT, infrastructure Different asset types in a public portfolio Application of asset management principles Practical approaches within a mixed estate Corporate landlord models Governance Centralised budgets Asset rents Strategic decision making Business case Communication Risks & Benefits Timescales Demonstrating learning from Module 4 Set-up of Module 5 On completion of Module 4 the candidate will be able to: Understand and develop strategies for the management of different asset types. Understand the concept of a corporate landlord approach Critically assess the practicalities of implementing the corporate landlord approach in a public sector organisation. 4 CIPFA certificate in asset management planning

5 Module 5 Developing the Strategy 28 Introduction 29 Building a property asset management plan and strategy 30 Asset Challenge 31 Working with stakeholders 32 Things to watch out for 33 Review Review of Module 4 Intended learning outcomes from Module 5 Key components Links to Corporate and service objectives Understanding the issues around the portfolio or property Understanding and examining the implications of the business s objectives Identifying the risks and benefits of the conflicting options Drafting strategic property plans, quick wins, and action plans Monitoring the benefits and tracking Analysis, comparisons and tools from financial perspectives Maintenance strategy What the asset management plan and strategy might look like Property Review Service AMPs Area asset management Working with partners Shared assets Exploiting capital value Elected Members Management Team Service Heads Strategic partners General Public Title, options, easements, etc. Rents passing and market levels and rent review patterns Lease terms, recoveries adherence and enforcement Legislative impact Demonstrating learning from Module 5 Set-up Module 6 On completion of Module 5 the candidate will be able to: Understand the different factors and stakeholders impacting on the management of a public sector estate. Critically assess the key components influencing an asset strategy. Develop an effective asset strategy. CIPFA certificate in asset management planning 5

6 Module 6 Business case and option appraisal 34 Introduction 35 The Business Case 36 Option Appraisal 37 Project Management 38 Procurement 39 Review Review of Module 5 Intended learning outcomes from Module 6 Elements of a business case Building a business case 5 -Case Model Generating options Narrowing the options NPV Whole life Risk and sensitivity Defining the project The role of the PID Key roles and communication Post project evaluation When and how to use consultants Project specification Tender evaluation and the balanced scorecard Managing consultants Demonstrating learning from Module 6 Set-up Module 7 On completion of Module 6, the candidate will be able to: Understand the principles of informed decision making in a public sector environment. Critically evaluate different options in the context of the property life cycle. Recognise and critically debate different procurement approaches. 6 CIPFA certificate in asset management planning

7 Module 7 Practical application and current topics 40 Corporate Fundamentals 41 The Asset Manager 42 Current topics and looking ahead 43 Review The asset manager Roles and responsibilities The Asset Board Policy framework Skills of the asset manager Characteristics of the asset manager Inter-relationships with other property functions Building relationships with services BIM Customer Insight Climate change and sustainability Office transformation Asset Transfer Regeneration Asset backed vehicles The one public estate Demonstrating learning from Module 7 Course summary and review Course assessment On completion of Module 7 the candidate will be able to: Articulate and interpret the role of the asset manager in managing the property of a public sector organisation. Understand the key elements of property asset management and how they might be embedded in your organisation Demonstrate an awareness of the technical and professional developments in the field that will impact on the asset management profession in the future. CIPFA certificate in asset management planning 7