UPP - Technical Asset Manager

TECHNICAL ASSETMANAGER (LONDON AND SOUTHERN REGION)

CANDIDATE BRIEFING PACK APRIL 2022

UNIVERSITY PARTNERSHIPS PROGRAMME

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Introduction to University Partnerships Programme

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Our Partnerships

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The Student Experience

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The Role of Technical Asset Manager

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Job Description and Person Specification

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Benefits of Working at UPP

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Further Information and Application Process

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UNIVERSITY PARTNERSHIPS PROGRAMME

Introduction

We are the UK’s leading provider of on-campus residential and academic accommodation infrastructure. We have over 36,000 rooms in operation or under construction through long-term, bespoke partnerships with 15 leading UK universities. With approximately 1000 employees, since 1998 UPP has invested well over £3bn in the UK higher education sector and provided homes to over 400,000 students. Our unique, long-term partnership approach enables our university partners to develop their estates whilst reinvesting in their core services of teaching and research. We design, build, finance and operate (DBFO) new, on-campus residential and academic infrastructure, and complete estate transfers of existing accommodation, for concession periods ranging from 40 years to 125 years. By providing high-quality and affordable accommodation on campus we aim to deliver the very best student experience in partnership with universities.

University of London

Our Vision

To be the leading infrastructure and services partner to UK universities by delivering next-generation campuses. To deliver on this ambitious vision we have developed a strategy focused on preserving and growing the value of our business through partnership, innovation and delivery. 1. Preserve the value of our business through active asset/investment management, maintaining a compliant estate and enhanced proactive marketing 2. Grow the value of our business by expanding our offer and working with leading UK universities 3. Partner more actively with universities through strategic relationship management 4. Innovate to deliver next generation products and services, driven by a new Innovation and Enterprise hub 5. Deliver for our partners by empowering our teams to provide an exemplary service, building the capability of our people, technology and processes, and driving a performance culture through strong leadership

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UNIVERSITY PARTNERSHIPS PROGRAMME

Student Experience

Transforming the Campus Experience

Great space and services with student experience built in.

At UPP we want to reinvent the way students live and learn at university by transforming the campus experience. Our new and clearly defined strategy for growth is based on our overarching mission to develop long- term partnerships, supporting universities in improving the quality of their physical infrastructure and services to students. In aligning the interests of both parties, our unique approach provides security in the delivery of revenues and, in turn, expected returns to investors. Our strategy seeks to protect and grow the value of our existing business, innovate our partnerships, and deliver the very best experiences to our student residents. Our strategy will: • Grow the number of partnerships we have with selected universities • Expand and innovate our next-generation product offer to universities • Enhance our experiential offer for our partners and their students • Empower our teams to deliver by building capability • Transform and optimise our Portfolio through strategic asset management • Drive a proactive and multi-channel approach to business origination • Develop an energetic performance culture with leadership at its heart • Embrace technology in our products and services and to improve our processes • Expand our complementary facilities management strategy

Our partnerships enhance the support and connection we have with the students who make their home with us. We currently manage the needs of more than 35,000 students every term and this means we never stop learning and we share our experience with our partners. We also know that every university is as unique as the thousands of students it serves and this ensures that we are never complacent, and never take a one size fits all view.

Listening, responding, adapting

Students can be demanding, and their needs constantly evolve. Independent qualitative and quantitative research helps us understand the evolving needs of students, and face to face focus groups and regular surveys with our residents enable us to check and adapt our approach quickly. As specialists, the quality of our teams and their in- depth understanding of the unique environment and the people for whom we provide services enables us to support universities, understand their aims and their strategy and together deliver tangible improvements to the student experience. Our design teams work to understand how students want to use space, and how they interact with each other, leading to seemingly small improvements to the specification of a bedroom, or major changes that impact on construction or technology. At UPP we aim to deliver great places to live, with student experience literally built in.

Our Business Units

UPP comprises three business units;

• Asset Management Responsible for the long-term asset management of the Portfolio

• Residential Services Delivering facilities management services to our residences

• Business Development Designing, funding and development of new assets, as well as delivering strategic programmes

Each business unit, and the wider Group, is supported by a range of corporate services

Asset management

Our University Partners

Imperial College London

1,172 Rooms / FM Services

Lancaster University

4,347 Rooms / Eco-Residences / FM services 479 Rooms / Eco-Residences / FM Services

Leeds Beckett University Loughborough University Nottingham Trent University Oxford Brookes University

1,310 Rooms / FM Services

4,406 Rooms / Academic / Retail / FM Services

770 Rooms / FM Services

Plymouth University University of Exeter University of Kent

1,764 Rooms / Academic / FM Services 4,133 Rooms / Academic / FM Services

1,840 Rooms / Eco-Residences / Academic / FM Services

University of Nottingham University of Reading

2,229 Rooms / FM Services

4,982 Rooms / Accommodation Office / FM Services

University of York

1,043 Rooms / FM Services 1,711 Rooms / FM Services

University of London University of Hull Swansea University

1,750 Rooms / FM Services (matching the other lines)

2,440 Rooms / FM Services

UNIVERSITY PARTNERSHIPS PROGRAMME

The Role of Technical Asset Manager The Technical Asset Manager will lead asset management delivery at University campuses across UPP’s portfolio of partners focused in London and the Southeast, specifically planning and delivering life cycle and asset replacement programmes, delivering refurbishment, modernisation and sustainability projects as well supporting defect management. You will lead on intelligent asset management planning, including condition analysis and data gathering on the estate, analysing trends, and working on options appraisal to inform long and short term investment strategies. We are seeking an individual with experience of asset management/ building surveying activities including whole life costing, condition analysis and asset replacement planning and delivery, together with the technical and commercial understanding of the procurement and management of strategic maintenance and refurbishment projects and programmes. Experience of working on a portfolio with comparable characteristics to the one found at UPP would be particularly advantageous, as would a technical background and professional qualification in the construction industry. The role requires excellent communication skills both externally with clients and internally, with the ability to lead teams, manage multi-disciplinary consultants and work with stakeholders across the business.

University of Kent

• Agree packages of work items to be either carried out or instructed directly by URS site teams and manage the procurement, quality of work and budget to completion. • Be responsible for the approval of Purchase Orders (POs) raised by URS site teams for Sinking Fund items in accordance with contractual obligations. Work with finance colleagues to raise POs for Sinking Fund Works and align these POs with packaged construction contracts including ‘receipting’ in line with Certificates for Payment. • Authorise all scheduled Sinking Fund expenditure within delegated authority limit and monitor and report on the in-year Sinking Fund budgets in total and by site. • Work closely with the Procurement team and URS site teams to ensure the best commercial and service delivery terms are achieved for Sinking Fund Works in line with whole life value and sustainable performance. Add value by proactively seeking opportunities which generate efficiencies for UPP. • Prepare project delivery plans for each site including tracking forecast Sinking Fund Works against the approved forecast and budget. • Develop a strong understanding of contractual condition obligations as they pertain to Sinking Fund or Life Cycle asset management within the scope of the SPV’s boundaries. Work closely with Technical Asset Management team colleagues and URS site teams to ensure compliance. • Project manage the process for the delivery of Sinking Fund Works, perform Contract Administrator duties and ensure all works are completed to a good quality, on time and within budget. Preparing building contract documents in line with approved POs. • Work with finance colleagues and URS site teams to monitor actual spend against the sinking fund forecast, and budget and report monthly as required.

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UNIVERSITY PARTNERSHIPS PROGRAMME

Job Description

Job Title

Technical Asset Manager

Reports To

Regional Technical Asset Manager

Location

Flexible

Job Purpose The Technical Asset Manager will deliver asset management activities in the relevant region to ensure that all aspects of asset management are delivered effectively and efficiently including Sinking Fund Works / Asset investment planning and delivery, working closely with the Defect Manager on defect investigation, management and resolution. Providing support on; proactive maintenance, energy and environmental management and Health & Safety performance regarding asset management. The Technical Asset Manager will operate in a region which includes an Assistant Technical Asset Manager and Regional Technical Asset Manager. Roles and Responsibilities

Asset Life Cycle Planning and Delivery

Asset Performance and Compliance

• Undertake analysis of asset condition and replacement cost profiling for the preparation of short, medium, and long-term Sinking Fund Works programmes to inform asset investment planning and strategic decision making on UPP’s assets. • Manage, coordinate, and undertake condition surveys to prepare Sinking Fund Works Programmes including details, prioritisation, timing and cashflow of proposed works, for approval by SPV Boards and agreement with University partners in line with contractual obligations. • In the preparation of the Sinking Fund Works programmes work closely with UPP colleagues to consider and include analysis of condition, energy and sustainability, student feedback, University partner perception / feedback, occupancy data and market analysis. • Undertake tendering, procurement, delivery and monitoring of Sinking Fund Works and related projects in conjunction with URS site teams, and contractors to ensure that all deliverables are to schedule, within cost and meet the output specification and contractual standards including appropriate project controls and risk management processes.

• Maintain an up-to-date record of estate condition informed by undertaking surveys and reviews. Undertake regular site visits to assess the condition of buildings and report on remedial action required to prevent deterioration of the asset which might lead to contractual non-compliance or loss of revenue and/or Health and Safety risk. • Assess and provide specific insight into the performance of building elements. Identify opportunities to optimise performance which may lead to longer service life and reduce the frequency of replacements. • Work closely with URS’ Technical Services Manager to understand the M&E assets on all sites and agree a strategy for refurbishment/replacement within the agreed budgets. • Produce, review, and control necessary documentation including tender specifications, pre-construction documentation, post-construction documentation (O&M’s, warranties, asset register, drawings etc) relating to Sinking Fund Works.

• Ensure all statutory obligations (including CDM) are met in the delivery of asset management activities and Sinking Fund Works Programmes.

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UNIVERSITY PARTNERSHIPS PROGRAMME

Asset Reporting • Produce annual and monthly reports on Sinking Fund Works performance against the cost budget and works programme for each SPV. Provide asset management reports to and when requested attend Operations and Partnership Board meetings. • Prepare Sinking Fund and Life Cycle reports (as required) to ensure the SPVs comply with finance agreement obligations including the Bond Common Terms Agreement and Monitoring Services Agreement. Additional Responsibilities • Work closely with the Defect Manager, contractors, and URS colleagues to undertake identification, management, and resolution of defects. This includes investigation, preparation and updating of reports as required. • Undertake analysis, planning and delivery of projects related to fire safety remedial works of internal passive fire protection and fire doors across the portfolio. Support URS site teams with centralised tendering and procurement of internal passive fire protection and fire door surveys as required. • Work closely with the Head of Energy and Environment to undertake analysis, planning and delivery of energy efficiency projects such as LED lighting, water saving and other projects which may be approved for investment. • Identifying opportunities in asset management to reduce cost across the portfolio. • Ensure standardisation of good design in the delivery of Sinking Fund Works and related projects. Where required, prepare, and manage design proposals for each site with support from interior design expertise. • Provide technical advice to URS site teams, other UPP departments and liaise with and manage technical advisers involved in asset management activities. • As a member of relevant internal groups, champion continuous improvement by engaging in lessons learnt and knowledge / good practice sharing sessions to enhance UPP’s overall asset management and accommodation offer.

development conversations i.e., 1-1’s and the formal PDR process.

• Identify and work, with HR’s support, to address performance concerns as they arise and without delay. • Ensure that the team consistently achieve full compliance in training, and subsequent record keeping. Identify and liaise with the Talent team to address any additional training needs within the team. • Lead on communication and engagement strategies and actions within the team. • Plan and organise staff resources - monitoring absences, timekeeping, and additional staff expenses, ensuring that resources are appropriately aligned to the delivery of business requirements. • Enhance and develop the capability of the team, continually working to drive improved performance.

Other Information

• The post holder will be required to regularly travel to other UPP sites, with associated overnight stays. • Consistently perform in a manner which aligns to Above and Beyond Behaviour Framework. • Other duties as commensurate within the post.

People Management

• Act as an ambassador for the Above and Beyond Behaviour Framework, empowering colleagues to challenge behaviours that do not align. • Responsible for recruitment, onboarding, coaching and supervision of the team. • Ensure that reporting lines engage in regular and meaningful performance

Person Specification Attributes Essential criteria

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UNIVERSITY PARTNERSHIPS PROGRAMME

Desirable Criteria Student accommodation or housing background.

Attributes

Essential criteria

Desirable Criteria

Experience

Proven track record of delivering results in a sinking fund or life cycle management role.

Education/ Qualification

Possess or be working towards a relevant professional accreditation e.g., CIOB, MRICS or APM.

Other relevant professional accreditations.

Experience in multi-site organisations and/or FM background.

Degree or Masters.

Personal Qualities

Ability to work independently and as part of a team.

Proficient in CAD.

Skills/ Ability/ Knowledge

Knowledge of asset management and life cycle costing principles.

Client facing skills to ensure customer relations are always maintained.

Commercial awareness and proven track record of delivery of multiple building/refurbishment projects.

Ability to lead site teams in procurement of special projects.

Proven ability to deliver to budget and deadlines.

Ability to pick out key information and reporting it in a timely manner using appropriate means of communication.

Building strong working relationships with project stakeholders.

Ability to lead site teams in procurement of special projects.

Ability to work to deadlines and prioritise accordingly.

Competent/self-sufficient user of MS Word, Excel, PowerPoint, and Outlook.

Self-confident and resilient.

UNIVERSITY PARTNERSHIPS PROGRAMME

UNIVERSITY PARTNERSHIPS PROGRAMME

The Benefits of Working at UPP

Further Information and Application Process

In addition to a competitive basic salary level and industry leading annual bonus potential UPP offer a diverse range of employee benefits, including: • Salary exchange pension – matched contributions of 5% • Private Medical Insurance – single cover with the option to add dependants • Private Health Insurance (Group Income Protection) • Life Assurance x4 salary (x2 salary if opted out of pension scheme)

For a confidential discussion to learn more about the role and opportunity please contact the UPP’s appointed recruitment partners Ben Duffill and Nick Coppard of The Management Recruitment Group. Ben Duffill

T: 0203 962 9900 M: 07976 125 010 E: ben.duffill@mrgpeople.co.uk Nick Coppard T: 0203 962 9900 M: 07896 079 495 E: nicholas.coppard@mrgpeople.co.uk

• 29 days annual leave, plus 8 days bank holiday • Holiday purchase option – up to 5 days (FTE) • Bonus Exchange • UPP Payroll Giving (Give as You Earn) • UPP Rewards (discount portal) • Employee Assistance Programme

Applications should consist of a CV and covering letter and should be sent to ben.duffill@mrgpeople.co.uk and nicholas.coppard@mrgpeople.co.uk.

This is an exciting time to join a commercially focused, high performing, customer and results oriented organisation that operates with energy, pace and passion. We strive to develop a highly-engaged, skilled and collaborative organisation that is diverse and has an embedded culture that promotes equality of opportunity. We offer the opportunity for flexible working and an inclusive environment for our people. We have an ongoing commitment to making UPP a great place to work for our teams, and as a reflection of this, the Company has been awarded Gold accreditation by Investors in People (IiP). This internationally recognised accreditation is the sign of a great employer and a great place to work with a clear commitment to sustained success through people.

All candidates are also requested to complete an Equal Opportunities Monitoring Form which will be available upon submission of your application. Privacy Notice: Please note that by submitting your details, you are accepting that MRG and UPP is a “data controller”. This means that we are responsible for deciding how we hold and use personal information about you. You will receive an ‘Applicant Privacy Notice’ if your application is progressed. This notice will make you aware of how and why your personal data will be used, namely for the purposes of recruitment, and how long it will usually be retained for.

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