Estate Management

Safely and securely optimising the use and development of the school or trust estate to deliver the identified strategic plans, while meeting sustainability requirements and delivering an effective teaching and learning environment.

Notes for use:
This is an interactive version of the Professional Standards - for a PDF copy please download this from the Professional Standards page. Tasks and responsibilities associated with each function are set out below by practitioner level. To identify the associated knowledge and skills click the downward arrow symbol next to the descriptor.

Function: Strategic estate management

Foundation Practitioner

[5.1] Can collaborate with colleagues and managers to collect relevant estate data and information, within specified deadlines.

[5.1] Can collaborate with colleagues and managers to collect relevant estate data and information, within specified deadlines.

Associate Practitioner

[5.2] Understands the value of strategic planning in meeting school or trust estate resource priorities.

[5.2] Understands the value of strategic planning in meeting school or trust estate resource priorities.

Lead Practitioner

[5.3] Can develop a coherent strategy to ensure the optimal use of school or trust estate resources.

[5.3] Can develop a coherent strategy to ensure the optimal use of school or trust estate resources.

Strategic Practitioner

References

Department for Education (DfE) (2022), Good Estate Management for Schools. [Online] Available from:
https://www.gov.uk/guidance/good-estate-management-for-schools
Department for Education (DfE) (2022), Academy Trust Handbook. [Online] Available from: https://www.gov.uk/guidance/academy-trust-handbook
National College of Teaching and Leadership (2014). School Management Competency Framework. Nottingham: NCTL.

Acknowledgements

Chartered Institute of Public Finance and Accountancy (CIPFA) Property Team
Department for Education (DfE) Capital Efficiency and Capability Team

[5.4] Has experience of leading on estate management strategic planning to optimise school or trust estate resources. Seeks external advice as required.

[5.4] Has experience of leading on estate management strategic planning to optimise school or trust estate resources. Seeks external advice as required.

[5.5] Understands the need to adhere to asset management policies and the school or trust sustainability strategy.

[5.5] Understands the need to adhere to asset management policies and the school or trust sustainability strategy.

[5.6] Understands the need to adhere to asset management policies and the implications for the school or trust sustainability strategy.

[5.6] Understands the need to adhere to asset management policies and the implications for the school or trust sustainability strategy.

[5.7] Can make recommendations for the efficient management of assets with consideration for sustainability.

[5.7] Can make recommendations for the efficient management of assets with consideration for sustainability.

[5.8] Understands the impact on the environment of the school's or trust’s asset management strategy and calibrates the sustainability strategy accordingly.

[5.8] Understands the impact on the environment of the school's or trust’s asset management strategy and calibrates the sustainability strategy accordingly.

Function: Effective use of estate resources

Foundation Practitioner

[5.9] Understands the purpose of, and what needs to be recorded in, an asset register.

[5.13] Understands the purpose of condition surveys in assessing the school or trust estate.

Associate Practitioner

[5.10] Understands the need for school or trust asset management and ensuring reporting systems are in place.

[5.14] Can arrange the condition survey to assess the suitability and condition of the school or trust estate.

Lead Practitioner

[5.11] Understands the necessity of good asset management and ensures systems are in place.

[5.15] Has experience in assessing condition survey information to help prioritise necessary improvement works.

Strategic Practitioner

[5.12] Understands the school's or trust’s needs and resultant asset and life-cycle maintenance and renewals needed to meet strategic plans.

[5.16] Is experienced in using condition survey information to help prioritise and inform estate strategic planning.

[5.17] Understands the principles of business continuity, disaster recovery, and contingency planning.

[5.18] Understands the processes involved in business continuity, disaster recovery and contingency planning.

[5.19] Can identify business continuity, disaster recovery and contingency planning requirements.

[5.20] Can react to and adjust business continuity, disaster recovery and contingency planning processes.

[5.21] Understands the principles of capacity utilisation.

[5.22] Understands the factors influencing the use of net capacity.

[5.23] Can manage the capacity needs of the school or trust.

[5.24] Is experienced in developing monitoring and control systems to ensure the effective use of capacity in optimising estate resources.

[5.25] Understands the need to consult and engage with the community in relation to estate management and planning.

[5.26] Can coordinate consultations and engage with the community in relation to estate management and planning.

[5.27] Can manage and implement consultations and engage with the community in relation to estate management and planning.

[5.28] Is experienced in leading on consultations and engaging with the community in relation to estate management and planning.

Function: Managing estate projects

Foundation Practitioner

[5.29] Understands the need to develop and review expansion and improvement plans, where appropriate.

[5.25] Understands the need to consult and engage with the community in relation to estate management and planning.

Associate Practitioner

[5.30] Understands the process involved in estate expansion and improvement planning.

[5.26] Can coordinate consultations and engage with the community in relation to estate management and planning.

Lead Practitioner

[5.31] Can manage the development of expansion and improvement planning processes to optimise estate resources.

[5.27] Can manage and implement consultations and engage with the community in relation to estate management and planning.

Strategic Practitioner

[5.32] Is experienced in leading expansion and improvement plans and seeks expert advice where necessary.

[5.28] Is experienced in leading on consultations and engaging with the community in relation to estate management and planning.

[5.33] Understands the need for scoping requirements when managing estate projects.

[5.34] Understands the school's or trust’s scoping requirements and estate project priorities and needs.

[5.35] Uses comprehensive knowledge to scope and implement options appraisals for long-term estate project plans for the school or trust, including whole-life issues.

[5.36] Understands and can evaluate scoping requirements and strategies to develop school or trust estate including options for funding.

[5.33] Understands the need for scoping requirements when managing estate projects.

[5.34] Understands the school's or trust’s scoping requirements and estate project priorities and needs.

[5.35] Uses comprehensive knowledge to scope and implement options appraisals for long-term estate project plans for the school or trust, including whole-life issues.

[5.36] Understands and can evaluate scoping requirements and strategies to develop school or trust estate including options for funding.

Function: Maintenance, facilities and grounds management

Foundation Practitioner

[5.37] Understands the need to monitor maintenance, facilities and grounds management improvement requirements, taking account of sustainability and environmental impact.

[5.37] Understands the need to monitor maintenance, facilities and grounds management improvement requirements, taking account of sustainability and environmental impact.

Associate Practitioner

[5.38] Can monitor, plan and schedule the maintenance of property, facilities and grounds management improvements, taking account of sustainability and environmental impact.

[5.38] Can monitor, plan and schedule the maintenance of property, facilities and grounds management improvements, taking account of sustainability and environmental impact.

Lead Practitioner

[5.39] Is experienced in managing and developing maintenance, facilities and grounds management plans to minimise environmental impact and disruption to teaching and learning.

[5.39] Is experienced in managing and developing maintenance, facilities and grounds management plans to minimise environmental impact and disruption to teaching and learning.

Strategic Practitioner

[5.40] Is experienced in evaluating strategies for effective project management to ensure that maintenance, facilities and grounds management plans, and improvements are prioritised and carried out to optimise the use of estate resources sustainably.

[5.40] Is experienced in evaluating strategies for effective project management to ensure that maintenance, facilities and grounds management plans, and improvements are prioritised and carried out to optimise the use of estate resources sustainably.

[5.37] Understands the need to monitor maintenance, facilities and grounds management improvement requirements, taking account of sustainability and environmental impact.

[5.37] Understands the need to monitor maintenance, facilities and grounds management improvement requirements, taking account of sustainability and environmental impact.

[5.38] Can monitor, plan and schedule the maintenance of property, facilities and grounds management improvements, taking account of sustainability and environmental impact.

[5.38] Can monitor, plan and schedule the maintenance of property, facilities and grounds management improvements, taking account of sustainability and environmental impact.

[5.39] Is experienced in managing and developing maintenance, facilities and grounds management plans to minimise environmental impact and disruption to teaching and learning.

[5.39] Is experienced in managing and developing maintenance, facilities and grounds management plans to minimise environmental impact and disruption to teaching and learning.

[5.40] Is experienced in evaluating strategies for effective project management to ensure that maintenance, facilities and grounds management plans, and improvements are prioritised and carried out to optimise the use of estate resources sustainably.

[5.40] Is experienced in evaluating strategies for effective project management to ensure that maintenance, facilities and grounds management plans, and improvements are prioritised and carried out to optimise the use of estate resources sustainably.

Function: Health and safety compliance

Foundation Practitioner

[5.41] Is aware of health and safety regulations in relation to school or trust estate management, including environmental issues.

[5.41] Is aware of health and safety regulations in relation to school or trust estate management, including environmental issues.

Associate Practitioner

[5.42] Understands duties placed on individuals and the school or trust by health and safety regulations relating to estate management, including environmental issues.

[5.42] Understands duties placed on individuals and the school or trust by health and safety regulations relating to estate management, including environmental issues.

Lead Practitioner

[5.43] Understands duties placed on individuals and the school or trust by health and safety regulations relating to estate management, including environmental issues, and the consequences of failure to meet those duties.

[5.43] Understands duties placed on individuals and the school or trust by health and safety regulations relating to estate management, including environmental issues, and the consequences of failure to meet those duties.

Strategic Practitioner

[5.44] Understands duties placed on individuals and the school or trust by the HSE and DfE and health and safety regulations relating to estate management, including environmental issues, and ensures that the school or trust is meeting its legal duties.

[5.44] Understands duties placed on individuals and the school or trust by the HSE and DfE and health and safety regulations relating to estate management, including environmental issues, and ensures that the school or trust is meeting its legal duties.

[5.41] Is aware of health and safety regulations in relation to school or trust estate management, including environmental issues.

[5.42] Understands duties placed on individuals and the school or trust by health and safety regulations relating to estate management, including environmental issues.

[5.43] Understands duties placed on individuals and the school or trust by health and safety regulations relating to estate management, including environmental issues, and the consequences of failure to meet those duties.

[5.44] Understands duties placed on individuals and the school or trust by the HSE and DfE and health and safety regulations relating to estate management, including environmental issues, and ensures that the school or trust is meeting its legal duties.

ISBL Professional Standards