1 What is the name of your NHS Trust?
2 Where does accountability for Estates and Facilities sit within the Trust’s exec team portfolio?
3 What is the current Estates and Facilities team structure?
4 Has this Estates and Facilities team been through organisational change/a restructure in the last 3 years?
5 Are there any intentions to go through organisational change/an Estates and Facilities team restructure in the next 3 years?
6 Is there a documented Estates Strategy
7 Was this Strategy developed/authored internally or has it been outsourced to an organisation and/or specialist contractor
8 What is the job title and pay band of the most senior position* within the Estates and Facilities team
9 How long has the current post holder been in this* position
10 How was the current post holder recruited to this* position
11 If the current post holder* is acting up or has been promoted/seconded internally, what is/was their substantive/previous job title, band and department
12 Is it detailed in the person specification for this position* that the post holder should be a chartered member of a recognised estate management institution. If yes, is this categorised essential or desirable
13 Is the current post holder chartered or working towards becoming chartered in the next 2 years?
14 If yes or working towards it, with which institution
15 For which other senior management roles grades 8a and above is it detailed in the essential person specification that the post holder should be “chartered” or equivalent
16 For which other senior management roles grades 8a and above is it detailed in the desirable person specification that the post holder should be “chartered” or equivalent
17 Of your current senior management team grades 8a and above, who is chartered and with which institution (CIOB, BIFM, RICS etc.). Please detail appropriate membership qualification/pathways
18 Has the Trust financially supported any of the current senior management team who are chartered in pursuing their chartered status
19 Is there a HR policy which supports professional development? Particularly in respect of roles where there is an “essential” element to the person specification which requires a certain qualification or membership
20 If yes, does this HR policy support or prohibit financial assistance for employees
21 Does the Trust have a graduate scheme or work with any Universities to employ newly qualified Estates professionals
22 How many freehold property interests does the Trust have?
23 How many leasehold premises (documented and undocumented) does the Trust have
24 How much land does the Trust own in Hectares
25 Has the Trust acquired any new freehold interests in the last 3 years?
26 Has the Trust acquired any new leasehold interests in the last 3 years?
27 Has the Trust acquired any land for development in the last 3 years?
28 Has the Trust disposed of any freehold interests in the last 3 years?
29 Has the Trust disposed of leasehold interests in the last 3 years?
30 Has the Trust disposed of any surplus land in the last 3 years?
31 Has the Trust acquired/merged with any other NHS Trusts in the last 3 years
32 Does the Trust have any 3rd party tenants?
33 Do 3rd party tenants generate income for the trust?
34 What is the value in £m of the Trust’s current capital development programme (new build)
35 What is the value in £m of the Trust’s current capital investment programme (existing buildings)
35 Are all estates budgets centrally managed by the Estates and Facilities team or are budgets for rent etc. clinically/service owned?
