building confidence in changing times - CIPFA

CIPFA Property

building confidence in changing times Comprehensive service you can trust

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CIPFA | property

www.cipfa.org/property

CIPFA property CIPFA Property is a trusted partner to public finance and property professionals in their delivery of efficient asset management. CIPFA’s services and advice have helped them extract best taxpayer value from public property – more critical now than ever before. Property is a valuable public asset – value must be carefully protected, and in some cases, to be realised through disposal, or through integration into risk-sharing joint ventures in regeneration, or arms-length bodies charged with management and improvement.

Only one organisation provides genuine compliance, and security as well as quality and value

A time of change

Only one provider is CIPFA Property

Only one provider speaks the language of accountancy and property Only one provider is part of CIPFA

Rationalisation of the public estate will be the theme for public asset management for at least the term of this parliament. The tools you use need to be efficient and trustworthy. As well as helping you manage your assets for less outlay, your partners must deliver absolute security and assurance. Trust is more crucial now than ever. Only one service provider can deliver an integrated, comprehensive service across asset management, including software, knowledge and expertise

e: [email protected] t: 01244 399 699

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networks In times of rapid change, networking with peers who share problems and issues can be a vital tool to stay on top of emerging best practice. CIPFA Property Networks stage around a dozen events a month – focused, professional gatherings all over the country that deliver useful and topical information, and networking. There are several hundred property asset managers in membership. They can access the largest collection of asset management information available in member-only online library and benchmark National Property PI data with other network members using the online forums.

The online discussion forum perfectly complements the active programme of face to face events.

The Networks Asset Management Planning Network (AMP) Over 350 authorities are members of the leading network for Asset Management and Capital Investment Strategies. Construction & Property Advisory Service (CPAS) continues to be an essential resource for property staff in Local Government, as the first port of call for the majority of Authorities in the UK seeking information on the latest developments in the world of property. Highways Asset Management Planning (HAMP) is the leading service for local authorities seeking information on Highways Asset Management Planning. The service is supported by the Department for Transport.

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property software AssetManager.NET provides unique asset management capability, integrating capital accounting requirements with the needs of legal and estates. Only AssetManager.NET offers full IFRS compliance and is designed specifically for the public sector. Our software is used by over 100 public authorities, who find the comprehensive range of 22 modules, which can be delivered over the internet, or hosted on your own servers, flexible and responsive to their differing needs. Development CIPFA has a unique insight on future guidance, policy and legislation which enables us to develop the software to ensure all the modules are up to date. Through our networks and forums we are also in touch with practitioners from a wide range of public sector bodies making this software more versatile, flexible and unique.

‘We use the CAPS module of CIPFA assets to calculate all the year-end accounting transactions needed to comply with IFRS. We have found it a stable and reliable system. It’s intuitive to use, and produces all necessary reports for both internal and statutory use.’ Laurelie Gifford, Financial Services Manager, East Devon District Council


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assetmanager.net software Capital Accounting, Valuation and PVE This module is fully compliant with the latest CIPFA/LASAAC Code of Practice – it is an essential corporate governance requirement for all tangible fixed assets in your organisation. AssetManager.NET is flexible to allow multiple transactions to be recorded against individual assets and cost centres. This allows users to see the full audit trail of all fixed assets including details of the transactions, cost centres and valuations. As well and maintaining details of your live accounts, a budget year facility can forecast future year fixed asset accounts. This is a robust tool that will save you time and give you the assurance that you have produced fully auditable accounts for fixed assets.

Property Management, Acquistions, Disposals and Diary These modules link together to provide a comprehensive set of modules for managing agreements and terrier data. Holding information on; Agreement type Rent details, reviews and income Service charges Maintenance schedules Deed packets Land Registry information The diary can automatically alert the user of action dates and any of these that might impact or affect other time critical actions.

‘Improved asset management across the public sector can clearly deliver efficiencies, even more so when public sector organisations seek to coordinate their work together in local property solutions. But it’s not just about efficiencies, a coordinated approach to asset management focussed on local service delivery can produce significant benefits for communities.’ David Bentley, CIPFA Head of Asset Management

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Asset Management Access Audit Module Invaluable for auditors who need to follow a recommended approach – allowing interrogation of data and ability to deliver reports in the format you need. AMP Reporting Module Produces pre-defined Asset Management plans for properties held in the database and provides a customised reporting tool for building your own Property Information sheets. Asbestos Management Module Used to identify and manage the risks to the building users and comply with MSDH100 and HSG264. Condition Survey Module Holds crucial information of when maintenance is needed and produce the analysis to pinpoint where essential repairs are required. Fire Risk Audit Module Designed around PAS79 Guidance it creates reports and highlights priorities alongside costs – used specifically with mobile devices.


GIS & CAD Drawings Module An interface that cleverly integrates CAD drawings with the other AssetManager.NET modules and can display map data for Properties or terrier information. Programme of Works and Works Ordering Module A flexible module to see project information and programmes by service area. Also allows integration of ad-hoc projects. Provides a facility to record reactive maintenance issues, assigning contractors and monitoring of progress including budgets, orders and invoice payments. Property Performance Indicator (PPI) Module Covers indicators required by the Government for PPI 1 and 2 across all properties within your portfolio. Suitability, Sufficiency & Benchmarking Module Designed to provide a PC based application across a range of properties. Benchmarking similar properties to be compared on asset management plans. Water Hygiene Management Module Identifies a wide range of risks like water bacterias and temperature checks. It will manage a schedule of tasks that are required to identify any issues or for continued monitoring.

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all the surveys you need CIPFA delivers a full range of property surveys. Our qualified staff can deliver a full range of surveys, and at the volume and frequency that the public sector requires. Only CIPFA Property can deal with the number, diversity and distribution of a local, regional or national authority asset base and across all sectors. Our customers come back Many of CIPFA Property’s clients have been customers since our inception. There is no better guide to our quality and reliability. Our staff have carried out more than 100,000 surveys for public authorities over 10 years.

CIPFA Property can deliver right across the range of required surveys: Condition Surveys Fire Risk Audits Suitability Assessments

Redcar & Cleveland Borough Council

Access Audits

Wiltshire Council

Acquisition Surveys

Durham County Council

Construction Advice

Denbighshire County Council

Schedules of Condition

Flintshire County Council East Lothian Council West Dunbartonshire Council London Borough of Merton Cardiff County Council

Schedules of Dilapidations Maintenance Appraisals Property Disputes Contract Management Insurance Valuations Party Wall Awards

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when you need some extra help Getting value from property assets that help to deliver savings has never been more significant and with a squeeze on public resources, the need for outsourced and flexible expert help has never been greater. Exploring new funding models – with Tax Incremental Financing, bonds and the Public Works Loan Board – it is important to use external expertise to make them work. CIPFA Property offers an Advisory service that helps public authorities to meet current and future demands in areas such as: Asset Management Health Checks Strategic & Corporate Asset Management Planning Option Appraisals Suitability Assessment Benchmarking exercises Property and portfolio performance reviews

Training CIPFA Property also offers a wide range of in-house training that can be tailored to meet your needs – saving you time, money and hassle.


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a single gateway to your property needs The subscribers’ area on the CIPFA Property website is your online portal to a wealth of asset management information and guidance. A comprehensive repository of guidance, best practice and information at the very heart of property and assets. It is up-to-date and accurate with the very latest thinking on a range of topics. Key resources include: An archive of training materials from our network events Benchmarking information A comprehensive library of Asset Management material A new webinar service The portal includes an online forum where members can send messages, ask and answer questions, and share experience and best practice; an essential, cost effective networking tool that saves you valuable time and delivers the answers you need to manage effectively.

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the national asset management conference The flagship of CIPFA Property events, the national conference takes place in November each year and attracts managers and directors responsible for public property and infrastructure management across the UK’s public services. Exhibitors are encouraged to take a stand – the audience of influential professionals who attend are an excellent way to communicate with a prime market.

‘As always, CIPFA Property’s annual AMP Conference provided an opportunity to hear from speakers at the forefront of public sector property management and stimulated discussion and debate on current topical issues. Thought provoking and comprehensive coverage of the current issues being faced by us all and a great opportunity to network with colleagues.’ Miles Hooton, Head of Asset Strategy and Portfolio Management, London Borough of Hammersmith & Fulham


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working with partners CIPFA Property works closely with the following organisations to promote best practice in asset management and construction across the UK: The Association of Chief Estates Surveyors and Property Managers in the Public Sector The Association of Directors of Environment, Economy, Planning & Transport Royal Institution of Chartered Surveyors The Consortium of Local Authorities in Wales The Association of Corporate Property Officers in Local Government

Federation of Property Services National Best Value Benchmarking Service Octopus Benchmarking Core Cities Benchmarking Beacon Councils for Asset Management The Local Government Task Force The Technical Advisors Group

The Society of Chief Architects in Local Authority

‘Engaging CIPFA Property has provided us with additional skills and capacity to coordinate a multi-agency working group and identify opportunities to deliver efficiencies to benefit all partner organisations. CIPFA Property’s independent facilitation has encouraged the participation of the various partner organisations and enabled open discussions about the issues we all face, and potential solutions.’ Adrian Piper, Head of Property Services, Bedford Borough Council

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CIPFA | property


our products and services We support you through our products and services: Benchmarking

Information and publications

Value for money indicators

Public Finance magazine

Corporate services

TISonline

Social Care

CIPFA Publications

Police Finance Planning Control

Advisory Services FM Model Transformation

Recruitment Services Professional Interim Resources Permanent Recruitment

Networks Children’s Services

Events

Finance Advisory

Technical updates

Health & Social Care

Introduction courses

Better Governance Forum

Conferences

Insurance

Practitioner workshops

Pensions


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Treasury Management

Research and statistics

Benefits & Revenues Services

CIPFAstats

Housing

Policy Research

Procurement & Commissioning

Social Research

Police Tax Advisory Service

Qualifications Professional Qualification The Certificate in International Public Sector Financial Reporting (Cert IPSFR)

Training Open training courses on finance, governance, performance and leadership Bespoke training and development programmes In-house solutions

The Certificate in Charity Finance & Accountancy (CCFA) The Certificate in Investigative Practice Qualification e-Prince 2

In addition to these services, CIPFA works with partner organisations to tailor and develop solutions that meet their specific requirements. To find out how we can support your organisational objectives and help meet your goals, please contact the Business Development team on 020 7543 5822/5842 or email [email protected]

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About CIPFA CIPFA, the Chartered Institute of Public Finance and Accountancy, is the professional body for people in public finance. Our 14,000 members work throughout the public services, wherever public money needs to be effectively and efficiently managed. As the world’s only professional accountancy body to specialise in public services, CIPFA’s portfolio of qualifications includes the gold standard professional qualification for public sector accountants as well as postgraduate certificates and diplomas for people already working in leadership positions. We champion high performance in public services, translating our experience and insight into clear advice and practical services. Globally, CIPFA shows the way in public finance by standing up for sound public financial management and good governance. We advance best practice and enable better public services.


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CIPFA Property The Quadrant, Sealand Road, Chester CH1 4QR T: 01244 399 699 E: [email protected] www.cipfa.org/property CIPFA Business Limited is the trading subsidiary of the Chartered Institute of Public Finance and Accountancy. Registered in England and Wales no. 237668. Registered office: 3 Robert Street, London WC2N 6RL

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