Clifton Diocese Head of Property

HEAD OF PROPERTY SERVICES CANDIDATE INFORMATION PACK

Dear Applicant,

Thank you for taking the time to find out more about the appointment of Head of Property Services with the Clifton Diocese. The Head of Property is responsible for more than 330 Diocesan properties, ranging from Grade l listed, heritage assets through to more modern stock. The portfolio is made up of parish and curial properties including presbyteries, churchesand church buildings, investment properties as well as involvement with school buildings and school land. The primary purpose of the role is to ensure that the Property Services Department provide effective management, development, repair, refurbishments and improvement, rationalisation, leases, licenses and acquisition and disposal of the Diocesan property portfolio. Reporting to the Chief Operating Officer, and as part of the senior leadership team, you will be a responsible for a team of 5 property professionals. The Head of Property Services will ensure effective delivery of organisation’s property, whilst acting as a mentor and assisting with their professional development. A highly personable and customer focussed approach is vital to success in the role, owing to regular and continued liaison with parishes, members of the clergy, the community and as a key interface of the Diocese. The Head of Property Services appointment offers the opportunity to have a direct impact on the lives of the clergy and community through property across a highly diverse portfolio and a wide range of estate related duties.

CONTENTS 4 Clifton Diocese 5 The Portfolio 6 Property Services 10 Job Description 18 Person Specification 20 Working for us 22 Application Process

CLIFTON DIOCESE

The Diocese of Clifton is the Roman Catholic diocese covering the West of England and includes the City and County of Bristol, covering 4,215 square miles, stretching from Stow in the Wold in the north to Minehead and Watchet in the South. The most north-westerly parishes are in the Forest of Dean, while Marlborough near Swindon is one of the most easterly. Other cities and towns include Bath, Wells, Cheltenham, Gloucester, Salisbury, Taunton and Weston-Super-Mare.

There are 107 parishes within 13 deaneries serving a Catholic population of around 190,000.

THE PORTFOLIO

The Clifton Diocese own a diverse portfolio made up of over 300 properties.

The portfolio comprises both parish and curial properties including presbyteries, churches and church buildings, investment properties as well as involvement with school buildings and school land.

PROPERTY SERVICES

The Department deals with all aspects of Diocesan land and buildings. We help parishes maintain their churches and assist with refurbishment and new build projects including the appointment of consultants such as architects and engineers. We also deal with leases, where buildings are let and licences for other use of Diocesan property. For those parishes that have listed churches, we represent the Diocese to the Historic Churches Committee. Health and Safety comes under our remit as does IT.

We cross reference with other departments including the Finance Department and the Schools and Colleges Department, where we deal with land matters, leases and some new build projects.

The department is also represented on the Liturgical (Art and Architecture) Committee.

The Head of Property leads the team of staff within the Property Services Department to provide effective management, development, repair, improvement, rationalisation and risk management of the Diocesan Property Portfolio .

Head of Property Services

Property Support Surveyor

Health and Safety Coordinator

Cemetery Consultant

Property Management Officer

ITC Facilities Support Officer

Property Surveyor

Candidate Brochure

JOB DESCRIPTION HEAD OF PROPERTY

Job Title

Head of Property

Organisation

Roman Catholic Diocese of the Clifton

Purpose of the job To provide professional and effective property services to the Bishop and Trustees of the Diocese of Clifton. The Head of Property leads the team of staff within the Property Services Department to provide effective management, development, repair, improvement, rationalisation and risk management of the Diocesan Property Portfolio. The role is specifically related to parish and curial properties but there is also involvement with schools, school buildings and school land.

Candidate Brochure

JOB DESCRIPTION HEAD OF PROPERTY

Key Accountabilities

Leading and Management of Staff • Lead staff within the Property Services Department for the effective operation of the department. • Consider staff requirements for the effective delivery of services. • Line management of staff of a team of five. Property Management • Ensure that, as far as reasonably practicable, the Diocesan property portfolio is maintained, and that parishes and schools undertake and comply with their property and occupational responsibilities. • Ensure that, as far as reasonably practicable, all third party occupations of Diocesan property are properly recorded and documented by way of lease, licence or agreement as appropriate. • Development and implementation of a planned preventative maintenance regime. • Negotiation of occupational documentation (leases and licences etc.), documentation renewal and rent review as appropriate. • Development and maintenance of records and databases for Parish, School and Curia property.

Inspection, surveying and works • Inspection and survey (including quinquennial surveys) of property and premises. • Investigation of building related problems and issues including the provision of advice upon testing and more detailed investigative works. • Provide advice, assistance and specification of suitable forms of building repair, maintenance, refurbishment and other building related works suitable to the age and, if appropriate, the listed status of the property. • Budget cost planning of building refurbishment/repair related works. • Negotiation, letting, supervision and monitoring of contracts and works. Acting as employers representative in the management of project -work. • Approval of costs of ongoing and completed works ensuring good value has been attained. Acquisitions and Disposals • Lead upon the acquisition or disposal of property as required including the most suitable way to acquire or dispose of property to provide best value. Legal documentation • The development, drafting, negotiation and completion of documentation including: Contracts for sale and acquisition, Leases, Licences, Building Contracts, Warranties, Supplier Contracts, Consultants Appointments and other contracts, deeds and documents as required. • Ensure the safe and secure custody and control of all legal documents.

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JOB DESCRIPTION HEAD OF PROPERTY

Key Accountabilities continued

Disputes • Deal with land, property and building disputes including boundary disputes. • As instructed by Diocesan Trustees, instruct and brief professional advisors in litigation and represent the Diocese in adjudication, mediation or the courts. Compliance • Ensure compliance with current property related legislation including: Health and Safety, Landlord and Tenant and Contract legislation, planning and listed building • Insurance warranties and requirements.

Facilities and Information Technology • Responsibility for the facilities management of Curia property.

• Responsibility for Information Technology resource within Alexander House and Parishes and the provisions provided to Priests, Deacons and Volunteers throughout the Diocese.

Professional advisors, Consultants and Contractors • Sourcing, instruction and liaison with external consultants including: Solicitors, Architects, Property Agents, Planning Consultants and Structural Engineers. • Advise parishes on the selection and appointment of professional advisors, consultants and contractors, providing advice on all aspects of project management from initial design and budget to completion. • Approval of advisor and contractor appointments and ensuring that appointments are robust, CDM 2015 compliant and made in the name of the Diocese. Planning and Listed Buildings • Advising parishes on the requirement for planning and listed building (via the HCC as appropriate) consents. • Making planning, listed building and HCC applications and following through as appropriate. • Dealing with planning and listed building appeals (with others)

Candidate Brochure

JOB DESCRIPTION HEAD OF PROPERTY

Knowledge, Skills and Experience • Working within the property profession/industry in either of the corporate, charitable or consultancy sectors. • Experience in Property management, development and construction.

• Experience in residential and commercial lettings. • Good leadership and people management skills. • Project management skills.

• Strong interpersonal skills with the ability to communicate effectively with people at all levels and from a variety of backgrounds and experience. • ICT skills and seek ways to improve efficiency and delivery of work, training and presentations by increasing the use of technology. • Meet strict timetables whilst being responsive to ad-hoc requests for support. • Investigate and form conclusions to resolve problems. • Provide advice and leadership and allow others to take matters forward. • Lead and work within a team and to develop effective working relationships but also to work alone and on own initiative. • Identify and specify repairs appropriate to the age and style of buildings. • Handle a variety of projects at the same time, prioritise workload and meet deadlines. • Liaise effectively and positively with other property professionals and the regulatory and statutory authorities.

Key Contacts Internal • The Bishop • Trustees • Parish Priests • Parish volunteers e.g. Chairs of Parish Property Committees • Heads of Departments • Headteachers External • Solicitors and legal representatives • Insurers and insurance brokers • Insurer’s Loss Adjusters • Property agents and advisors • Other consultants • Technical advisors and consultants • Regulatory and statutory bodies (e.g. local and national government and associated agencies) • Contractors and suppliers • Other Dioceses • Historic Churches Committee • Tenants • Neighbouring property owners

Qualifications • Degree or equivalent and/or ability to demonstrate a minimum of

10 years experience in a similar varied role. • Chartered member of the RICS or the CIOB

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PERSON SPECIFICATION HEAD OF PROPERTY

Property Portfolio Management Have an understanding of: • Legislative requirements relating to the occupation, maintenance, development and acquisition and disposal of land and buildings. • Various land and property holdings. • The various types of building construction within the diocesan property portfolio and the historic built environment. Have an understanding of legal and procedural framework including: • The Health & Safety At Work Act 1974 • The Residential Tenancies Act 2010 • Building Regulations and planning applications and listed building consents Effective communication Have an understanding of: • Effective consultation & negotiation.

Skills and Attributes Be able to:

• Consider and take appropriate action. • Effectively communicate, record and report. • Work as part of a team. • Work on own initiative. • Lead and support the team of Property Services staff • Direct, control and support external professionals and consultants

Have good: • IT skills. • Interpersonal skills. • Observation and judgement.

• Report writing skills • Presentation skills

Candidates do not need to be practising Catholics but should be sympathetic to the aims and values of the Catholic Church. Experience and skills in the following areas should be demonstrated

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WORKING FOR US

Our administrative offices are based in Bristol and support the pastoral needs of the Catholic community throughout Gloucestershire, Somerset, Wiltshire and Bristol. As an employee of the Clifton Diocese you will be working for an award-winning, unique and diverse organisation. You will be in contact with people with various backgrounds and from around the world. You will enjoy being challenged and thrive working as part of our professional and dedicated teams; whether that’s as part of small office-based teams, the local Catholic community, and wider still as part of the Universal Church. You will work with professionals, volunteers, clergy, as well as many external contacts.

BENEFITS Competitive salary within the charity sector of £60,000 - £65,000 25 days annual leave 5% employer pension contribution

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APPLICATION PROCESS

The Clifton Diocese are being supported on this recruitment campaign by the search consultancy The Management Recruitment Group (MRG).

To arrange a confidential briefing conversation please contact our advisor Stephanie Howe of MRG.

Stephanie Howe stephanie.howe@mrgpeople.co.uk 0203 962 9900

Applications should consist of a comprehensive CV (of not more than 4 pages) and a covering letter (of not more than 2 pages).

Candidate Brochure

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