Clifton Diocese - Principal Surveyor


Dear Applicant,

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

Thank you for taking the time to find out more about the appointment of Principal Surveyor with the Clifton Diocese. The Principal Surveyor is responsible for key projects, refurbishment and maintenance across the Diocese’s portfolio. The portfolio is made up of 330 Diocesan properties, ranging from Grade l & ll listed, heritage assets through to more modern stock including presbyteries, churches and church buildings and investment properties. There is also involvement with school buildings and school land. The primary purpose of the role is to ensure that the Property Services Department provide effective management including condition surveys, minor works and capital projects of the Diocesan property portfolio. Reporting to the Head of Property Services, you work alongside the Property Support Surveyor and Health & Safety Co-ordinator. 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 Principal Surveyor appointment offers the opportunity to have a direct impact on the lives of the clergy and community through property across a highly diverse portfolio. We hope that the following information provides greater detail regarding the Principal Surveyor appointment and look forward to receiving your application.



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.

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.

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


The Principal Surveyor is a vital member of the Property Services team who 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

Principal Surveyor

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Job Title

Principal Surveyor

Reports to

Head of Property Services


The Roman Catholic Diocese of Clifton

Purpose of the job To provide support to the Bishop, Trustees, Parishes, other Curia departments and Schools within the Diocese of Clifton. This is a varied role but is primarily to assist the Head of Property Services in the working and operation of the Property Services Department, ensuring that buildings and land within the Diocesan property portfolio are well maintained, managed and in good order. The role works closely with other members of the Property Services Department including the Property Support Surveyor and the Diocesan Health & Safety Coordinator. Though specifically related to parish and curial properties, there may also be some involvement with diocesan school sites (land and buildings). Advisors and contractors Advise parishes on the selection and appointment of contractors and professional advisors which typically include architects, building surveyors and structural engineers and ensuring that all appointments are robust and made in the name of the Diocese. Vetting and review of advisors and contractors to provide a pool of competent organisations that may be drawn upon, from time to time.

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Facilities Management Provide facilities management advice and undertake duties as may be required.

Key Accountabilities

Acquisitions and Disposals Assist with acquisition or disposal of property as required.

Compliance Assist the Diocesan Health and Safety Coordinator in all aspects of Health and Safety and particularly in specifying and implementing alterations or other arrangements resulting from the Diocesan commitment towards improving Health and Safety on and within its property. Advise and undertake duties in respect of compliance with: • Statutory requirements (including : Planning permission, Historic Churches Committee Faculties, Listed Building Consent, Licensing requirements, Building Regulation requirements, accessible environments and the management of asbestos) • Diocesan policy and requirements. • Insurer’s requirements Insurance (in addition to above) Advise on possible ways of achieving an overall reduction of insurance claims. Assist in making insurance claims and the management of those claims including discussions and negotiation with loss adjusters.

Property and Land Management Ensure that all Diocesan property is managed in accordance with Diocesan policy and requirements. Assist with the management of property lettings, rentals/reviews and service charges. Deal with boundary and other property issues including party wall matters. Reports and Records Preparation and presentation of reports for Trustees, Parishes and other Heads of Departments as required. Maintenance of records and continual improvement of record keeping with the use of new technologies. Strategy Support the management of property assets and undertaking works in accordance with the Diocesan Property Strategy and other relevant strategies and policies as adopted by the Diocesan Trustees. Assisting with the review and future development of Diocesan Property Strategy and other relevant strategies and policies.

Liaison with insurers (and/or loss adjusters) with regards to building works associated with insurance claims and/or compliance with insurer’s requirements.

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Possess good: • Time management skills.

• Interpersonal skills with the ability to communicate effectively with people at all levels and from a variety of backgrounds and experience. • Report writing and presentation skills. • Negotiating skills. • ICT skills and seek ways to improve efficiency and delivery of work, training and presentations by increasing the use of available technology.

Knowledge, Skills and Experience Essential Experience of: • Working within property profession/industry in either the corporate, charitable or consultancy sectors. • Working on a variety of building related projects in a responsible capacity. • Developing specifications, managing works and managing budgets. Understanding and knowledge of: • Health and safety requirements including CDM, and the Control of Asbestos • Current building regulations and their practical implications The ability to: • Investigate and form conclusions to resolve building related problems. • Identify and specify repairs appropriate to the age and style of buildings. • Work within Diocesan policy guidelines and requirements. • Provide consultancy advice and allow others to take matters forward. • Work with enthusiasm on small projects. • Work within a team and to develop effective working relationships but also to work alone and on own initiative. • Handle a variety of projects at the same time, to prioritise workload to meet deadlines. • Liaise effectively and positively with other property professionals and the regulatory and statutory authorities. • Know own limitations and when to defer to others.

Desirable Experience of:

• Working for an organisation with multiple sites. • Various building types and the historic environment. • Building pathology.

Understanding of: • Property management issues including leases and licences. • Party Wall Legislation and requirements • Other regulatory and legislative requirements that touch upon and/or affect the ownership and occupation of buildings. • The various types of building construction that may be found across the Diocese. • The historic built environment and the restrictions that may be placed upon buildings as a result. • Knowledge of CAD.

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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

Key Contacts Internal • Senior clergy including the Bishop and Vicars General • Diocesan Trustees • Parish Priests • Parish Administrators • Members of Parish Committees & Parish volunteers • Line Manager, Chief Operating Officer and other Diocesan Staff • Headteachers and other school staff External • Diocesan insurers and brokers • Insurers’ loss adjusters • Regulatory and statutory bodies (e.g. Local and national government and associated agencies) • Diocesan property and legal consultants and advisors. • Suppliers and contractors • Advisors and consultants acting on behalf of other parties • Neighbouring property owners • Tenants

Qualifications Essential

Property Portfolio Management Have a good understanding of legal and procedural framework including: • The Health & Safety at Work Act 1974 • The Residential Tenancies Act 2010 • Building Regulations and • Charity or Voluntary Sector • Experience of working in the charity or voluntary sector is desirable • JCT contracts planning applications and listed building consents

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 • Specify required works • Prepare and evaluate tender documents • Administer contracts • Carry out defect analysis Have good: • IT skills • Interpersonal skills • Observation and judgement • Report writing skills

• Membership of a property related body such as the RICS or the CIOB

Desirable • Educated to graduate level in property/building surveying related discipline • Experience of working within the charitable or similar sectors

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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 circa £50,000 25 days annual leave 5% employer pension contribution

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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 advisors Nick Coppard or Stephanie Howe of MRG.

Nick Coppard 0789 607 9495 Stephanie Howe 0793 271 7431

Back page, please can you change to: Applications should consist of a CV and covering letter and should be sent to

Closing date for applications is midnight on 27th March 2022.

First stage interviews with MRG are scheduled for w/c 28th March 2022.

First stage interviews with Clifton Diocese are scheduled for w/c 11th April 2022.

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