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Report 01/10

Estates management statistics project

Annual report 2000

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Contents and executive summary

Covering letter


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Contents

Executive summary

Purpose

Key points

Further information

Introduction

Summary of approach

Definitions

Policy

Developing definitions

Work on definitions in 2001

International analysis

The institution report

Format

Key ratios and measures

Statistical analysis

Data availability and quality

Data availability

Data quality

Institutional feedback

General issues

Approach

Satisfaction survey

Developing the project in 2001


Executive summary

Purpose

1. This report sets out the progress made by the estates management statistics (EMS) project, assesses the data collected and describes the main challenges ahead.

2. The report was produced by IPD Occupiers Property Databank in association with GVA Grimley, and was endorsed by the project steering group.

Key points

3. On the basis of a successful pilot study in 1999, the EMS project was extended to the entire UK higher education sector early in 2000. Its primary objective is to help improve estate management performance through access to and use of consistent and appropriate information.

4. The successful implementation and conduct of EMS has been founded on a process of consultation and institutional engagement. The approach adopted has helped to promote and strengthen sector buy-in.

5. Data was collected from 87 per cent of higher education institutions, which was impressive in this first year of operation. Information availability varies between institutions - an inevitable consequence of different levels of resourcing and different approaches to management information systems. With continuous development and refinement, the steering group is confident that improved understanding, use and prioritisation of estates information will follow.

6. A standard set of agreed definitions was adopted to promote consistency. These definitions will continue to be adapted to meet sector needs. The steering group encourages all HEIs to examine data quality in order to establish a sound basis for measuring progress and for estates decision-making.

7. EMS has generated many new and useful measures. In 1998-99, for example:

  • 64 per cent of non-residential space in the sector is considered to be in at least reasonable condition

  • non-residential property costs represent 9.6 per cent (median value) of non-residential income

  • in terms of total non-residential property costs, it costs £680 (median value) to accommodate each FTE student. The median provision of net space per student FTE is 8m2

  • the median residential income is £1,874 per bedspace.

8. Participating institutions were issued with an interactive CD that gives access to estates data throughout the sector. For any HEI, this information enables comparisons with self-selected groups of institutions as well as the entire sector. Confidentiality rules have been agreed to ensure that there is no unauthorised use of the data.

9. EMS has helped to raise the profile of estates in higher education, and over time will lead to improvements in practice. A commitment to continuous development through 2001 and beyond will ensure that the value and quality of information produced will continue to improve.

10. In future, results will be produced earlier in the year to make them as useful as possible. The steering group is also keen to encourage institutions to examine how these results can be used to promote best practice and greater levels of performance in the context of the higher education business.

11. In summary, the sector has made excellent progress. There is still much to do, but the steering group is encouraged by the support for the project, and believes that higher education is setting an example that other sectors will want to follow.

Further information

12. The previous report, HEFCE 99/18, contains much of the development work and definitions. There is a dedicated web site for this project at: www.opdems.ac.uk