ASSOCIATE GENERAL PRACTICE SURVEYING London
Candidate Information Pack
Essentia helps organisations to become more efficient and more effective. Our experts provide consultancy services to guide and support your strategy and estate development. We combine commercial focus with public sector values. Our profits are invested back into the NHS. We are unique.
Contents
About Essentia Trading Limited Property Consultancy Highlights Case Studies The Role
Person Specification Application Process
Essentia Trading
BACKGROUND
Essentia is a specialist consultancy that helps public and private sector organisations maximise the value of their built assets, making them more efficient, connected and ready to embrace the future. In 2013, Essentia Trading Limited was launched as a wholly owned subsidiary of Guy’s and St Thomas’ NHS Foundation Trust. The company has over 80 consultants across London, Oxfordshire and East Anglia. We help clients to transform their built environment to meet both short and long-term objectives. We offer an integrated team covering property consultancy, health care planning, capital development, sustainability and technology. This combined expertise has helped our clients achieve their goals, ranging from improving value and eliminating inefficiency, to re-designing services and developing innovative new facilities. We have the capacity to work on complex strategic investment programmes across sites and organisations as well as stand-alone projects or commissions. We have a proven track record of solving organisations most challenging problems. Essentia has the capability to deliver outstanding results; developing a strategy to increase capacity, optimising capital investment, improving operational efficiency or reducing risk. Our success stems from our belief that organisations must work in harmony with their built environment. We help our clients implement long-term business strategies to drive excellent and sustainable service delivery.
ESSENTIA TRADING AT A GLANCE
Here are some of our recent achievements
• AstraZeneca, Cambridge - Strategic programme management supporting the occupation and transition into their new global headquarters and R&D centre • South London and Maudsley NHS Foundation Trust - Estate strategy across four acute sites and circa 90 community properties together with managed support to develop estates function capability • Guy’s and St Thomas’ - Masterplanning for the Westminster Bridge and London Bridge Campuses • Barts Health NHS Trust - the disposal of London Chest Hospital allowed Barts to invest in the new Cardio Health Centre • Working with London Boroughs of Lewisham and Lambeth to source new ways of funding future projects
• Turnover £7.1m in 2017/2018
Property Consultancy
Stephen Edgar Director, Property Consultancy
In line with client needs, we are now seeking to expand the development and asset management capabilities delivered by the team to ensure appropriate support is accessible and deliverable to clients through appointment at both senior and associate levels. The roles that we are recruiting for will support business development, generate high quality client facing advice and provide mentorship for the graduates within the team.
2018/19 has been a successful and progressive year for the Property team at ETL. We started 4 years ago with all our clients coming from the NHS, but over time, we have purposely diversified into wider sectors to expand and broaden our client base. We are now working across the private and public sectors, providing asset management, development, valuation, agency and strategic estates reviews to maximise the long-term value and operational efficiency of our client’s property portfolios. We work across a diverse range of clients including the MoD, Central Government, local authorities, charities, education and several private sector organisations. The property team is a young, sociable, dynamic and expanding team with a range of professional skills that enable us to deliver a full range of estates support and strategy work.
Property Consultancy at a glance:
• Strategic estate reviews • Property rationalisation, acquisitions and disposals • Valuation and development appraisals • Collaborative asset management • Redevelopment and planning
DISPOSAL OF THE LONDON CHEST HOSPITAL BARTS HEALTH NHS TRUST Case Studies
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Requirements
Barts had the opportunity to evaluate and rationalise its estate and identify the sites that were no longer needed or used. The disposal of unused property offered Barts the possibility of a meaningful financial return to invest in their new Cardio Centre.
Solution
Our team maximised profit for Barts by de-risking the site through detailed negotiations with Tower Hamlets, co-ordinating comprehensive site-specific surveys and managing a highly competitive disposal process.
We supported the client in the following areas: • Business case support • Planning; including pre-application meetings • Options appraisal and Results
Through competitive bidding, the site was successfully sold to a national developer for £50m, on an unconditional basis, which far exceeded the Trust’s expectations.
The transaction was completed quickly and efficiently considering the size and profile of the site with a successful outcome, achieving one of the highest recorded unconditional sales within the NHS.
Feasibility assessment • Development consultancy and appraisal • Soft market testing • Co-ordination of a comprehensive commission of site-specific surveys • Liaising with the TDA • Disposal
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Annual Report on Widening Participation and Outreach (WP&O) | 2013–14 DISPOSAL PREPERATION - FORMER SEA CADETS SITE, CATERHAM DEFENCE INFRASTRUCTURE ORGANISATION (DIO) Case Studies
Requirements
In the current climate of cost-saving and rationalisation within the public-sector, the Ministry of Defence (MoD) are re-thinking their estate strategy.
The MoD has planned to rationalise its estate, enabling the investment of £4bn over 10 years and develop a fit-for-purpose estate to support the modern Armed Forces. The DIO identified the site in Caterham as surplus to requirement and were seeking advise on the potential disposal values.
Solution
Essentia, working closely with Ingleton Wood (IW), undertook serval development appraisals to illustrate the potential benefits of de-risking the site. The most influential risks to the potential values on the site were identified as:
Planning
• Ecology (opposite Coulsdon Common) • Highways (access was a potential issue) A report of our initial findings was produced and reviewed with DIO, advising on ways in which these risks could be mitigated.
As a result of this advice the DIO then instructed Essentia and IW to complete a pre-application meeting with the council and procured 10 site surveys including ecology and highways.
The development appraisals were updated to reflect the findings of these reports and the pre-application feedback form the council.
Results
The DIO were presented with a full report illustrating the initial findings and how this guided the subsequent work undertaken. Along with the final values based on the new information. Our report also illustrated the risks of changes in market conditions. The report demonstrated the impact on value of undertaking these works and presented a comprehensive document which the DIO were able to use to take the site to market.
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SOUTH LONDON AND MAUDSLEY NHS FOUNDATION (SLAM) DEVELOPMENT APPRAISALS OF SURPLUS SITES Case Studies
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Requirements
SLaM instructed Essentia Trading (ETL) to provide the following services: • Development appraisals of six sites to determine potential value upon disposal with and without the benefit of planning permission including sensitivity analysis • Market valuation of one site under offer to a developer to confirm the Trust were obtaining best value.
Knowledge
This project required an understanding of the local commercial and residential markets including market comparable for land, residential and alternative uses, local planning policy requirements and potential including mix of tenures and construction costs and timescales for the area.
Solution
Our in-house quantity surveyors ensured we had access to up to date constructions costs and a strong understanding of development timescales as well as the ability to price any abnormal costs. For example, one site was in an area of high flood probability, we needed expertise to understand the impact on development potential and costs.
• Appropriate schemes for each site • Valuation of land subject to planning • Current site values • Sensitivity analysis for each site.
Results
Essentia presented the information in summary reports for each site including a planning report outlining the opportunities and constraints on redevelopment. This format provided the senior members at the Trust with a quick informative summary.
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Annual Report on Widening Participation and Outreach (WP&O) | 2013–14 FEASIBILITY STUDY SURREY HEATH BOROUGH COUNCIL Case Studies
Background
Due to the ever-changing needs of our communities’ local authorities are having to rethink their approach to real estate and ensure property assets are maximised. The need for housing and fit-for-purpose public services that can deal with an evolving demographic environment and an aging population is driving local authorities and other public bodies to consider diversifying and consolidating their estate. Surrey Heath Borough Council (SHBC) took a proactive approach to six sites across the borough identified as providing potential for comprehensive development.
Requirements
Essentia were instructed by SHBC to provide comprehensive feasibility studies for all six redevelopment sites to test the boundaries of traditional development, capitalise on the site parameters and extract maximum value whilst ensuring the re-provision of vital local community services.
Solution
Based on a high-level analysis of the site constraints and planning objectives, we worked collaboratively with architects and SHBC to consider and develop: • Analysis of the site’s constraints • Review of local planning policy to understand the development potential • Review of local demand to maximise the value • Produced a range of development schemes illustrating height, scale and massing opportunities to optimise the development capacity and generate the most financially advantageous alternative uses. This was balanced against SHBC’s community re-provision requirements and the need for infrastructure and amenity • Concept designs encompassing RIBA Stages 1-2 developing the initial feasibility study • Appraised each development option, including maximising value and income from the site with recommendations on the viability and deliverability of each site • Further financial viability modelling for each option was undertaken to understand the sensitivities and financial implications of the various options being considered • Outlined financial delivery models to enable freehold retention and income revenue generation, including the merits of a capital receipt versus ongoing property revenue generation.
surrey.ac.uk This information was incorporated into a business case with recommendations on the viability and deliverability of each sites. 10
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Results
Our detailed report provides an explanation of our methodology and assumptions, analysis of the schemes and their likely outcomes alongside potential values, as well as risk and opportunities supported by a project timeline. These scenarios were then weighted to reflect their likelihood of deliverability.
Following the report’s submission, we undertook formal presentations to the Council Officers and elected Members completion creating an opportunity for the Council to raise any queries in an open forum.
Through our work, SHBC now understands development options for their sites and are able to identify the most advantageous development solution. We are working with the Borough on the next phases of site delivery.
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Key Responsibilities
• To advise and support clients on Asset Management, space planning and space management within their property portfolio.
• To provide Red Book valuations for asset values.
• Advise clients on property and estate issues including attending relevant meetings to represent the client’s views on local issues and initiatives, as well as liaising with clients and regeneration partners. • Carrying out development appraisals and providing development advice and viability studies.
• Carrying out Agency Services including property disposals, acquisitions and lettings.
• Providing consultancy advice on leases, rating valuations and rating issues.
• Assisting clients to develop and manage their Estate Terrier and the formation and review of all leases to and from other parties including retail units and all land requisition or disposal transactions. • Advise on all general practice related matters throughout the client’s estate including estate strategy, agency, professional services, asset management and in particular development/ viability within a commercial environment. • Support Senior Management with the development and improvement of current and new systems to enhance delivery of assignment. • Working with the Directors to support, develop and manage more junior members of the surveying team. • Undertake regular review meeting with the junior members of the team, providing coaching and mentoring as required.
Credit: Nathan Clarke
Person Specification
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General Practice Surveying/Estate Management Experience
Proven experience across a range of General Practice surveying activities including estate strategy, agency, professional services, asset management and in particular development/ viability within a commercial environment.
Client Management and Interaction
A client facing surveyor, astute with creating and maintaining strong client relationships. Can demonstrate experience as a client lead and trusted advisor.
Stakeholder Management
A natural negotiator who has experience of dealing with public sector clients including NHS, local authorities, central government bodies as well as within the private sector.
Interpersonal
Possesses excellent interpersonal and communication skills (including influencing and negotiating) with both internal and external stakeholders. Experience of team management, driven by achieving through a team and mentoring and developing individuals.
Qualifications
MRICS, Registered Valuer.
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Annual Report on Widening Participation and Outreach (WP&O) | 2013–14 Application Process
For a confidential and informal discussion, please contact Essentia’s appointed recruitment partner Stephanie Howe at The Management Recruitment Group.
Stephane Howe 07932 717 431 0203 962 9900 stephanie.howe@mrgpeople.co.uk
“With their integrated approach Ess have been able to support our ambit estate investment and modernisatio programme” – Altaf Kara , Trust Strategy and Commercial Director, South London Maudsley NHS Foundation Trust
52-54 Gracechurch Street London EC3V 0EH www.mrgpeople.co.uk
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Formed in 2013 by Guy’s and St Thomas’ NHS Foundation Trust, Essentia helps organisations get the most from their built environment, through a range of consultancy services. Drawing on a wealth of expertise we are able to support organisations in developing and implementing strategies that will transform your business.
SERVICES WE OFFER Strategic Estate Development Healthcare Planning Capital Development Property Consultancy Sustainability Consultancy Technology
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