Quantity Surveyor Candidate Brochure
Contents Page 04 About the University of Lincoln
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The Estate and Estates Team
08 The Team Job Description 12 22 Equality, Diversity,
Working at the University of Lincoln
and Department
Person Specification 20 24 Application Process
and Inclusion Lincoln
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About the University of Lincoln Situated in the heart of a beautiful and historic city, we have established an international reputation for the quality of our teaching and research. Ranked TEF Gold, we were crowned Modern University of the Year in The Times and The Sunday Times Good University Guide 2021. We are listed in the world’s top 150 universities in the Times Higher Education’s (THE) Young University Rankings 2020, hold the maximum five-star score overall in the QS Stars rating system of global universities, and feature in the QS World University Rankings 2021 of the world’s top 1,000 universities. Our current Strategic Plan covers the period 2016-2021 and sets out the institution’s vision and mission, shaping the future direction of our development. One of the most important elements of the Strategic Plan is our University’s Mission – a statement which defines us as: “A university looking to the future where we serve and develop our local, national and international communities by creating purposeful knowledge and research, confident and creative graduates, and a dynamic and engaged staff team.” The Strategic Plan also articulates a Vision for the future that we will be: “… a global ‘thought leader’ for 21st Century higher education. We will be known for addressing the opportunities and challenges presented by the changing world by developing a new approach to education and knowledge development. We will build on our reputation for excellent student engagement which prepares our graduates for their future and we will work closely with our communities to ensure valuable impact from our research to make a meaningful contribution to our world.” 4
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Our purpose is to be an outstanding small-city anchor institution, equally committed to excellence in teaching, research and knowledge exchange, with deep regional and international engagement. We are committed to broad civic engagement, exemplified by our role as a founding partner of the Greater Lincolnshire LEP, our contribution to the Local Industrial Strategy, our work with local and global employers and with voluntary and public sector bodies. We generate more than £420 million each year for the UK economy and one in six people of working age in our city of Lincoln are either students or work for the University, whether directly or indirectly. Lincolnshire contains deprived rural, industrial and coastal regions, which has shaped our “local to global” research themes, most notably, a particular focus on global rural challenges. Over the last decade we have opened a new academic school every year, culminating in the establishment of the Lincoln Medical School last year. At Lincoln, we have a broad academic portfolio, organised into four Colleges (Science, Social Sciences, Arts, Business); in the last six years Science has expanded significantly with the opening of new Schools in Chemistry, Mathematics and Physics, Geography and (jointly with the University of Nottingham, 2019) a new Medical School.
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The Estate and Estates Department
The University estates comprises 130 buildings providing over 238,000m2 of Gross Internal Area (GIA). The University owns the freehold of 85.7% of the Estate, with the remaining 14.3% being leased. In 2014, the estate was valued at £217m and in 2020 a reinstatement cost assessment returned an overall figure of £340m.
The University has three campus locations: Brayford Campus – The Campus is located on a former railway marshalling yard which had become largely derelict by the 1970s. The site was remediated by the County Council in the 1990s and the Brayford Way flyover constructed
which improved access to the site. The first building was constructed in 1996 (Minerva Building). Since then a modern city centre campus has been constructed, which blends new buildings with the sympathetic restoration of two Victorian railway buildings –a goods warehouse (the University Library building)
and Engine Shed (Students’ Union building). The University has recently opened a purpose-built facility to house the Lincoln Medical School which will be carbon neutral in operation – the first building of its kind in Lincolnshire. 6
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Riseholme Park Campus – This is a 400-acre campus to the north of Lincoln set in designated historic parkland devoted primarily to agricultural research. The site is home to the Lincoln Institute of Agri-food Technology (LIAT), a Barclays Eagle Lab and various agri-tech SMEs. It is also home to a working farm.
Holbeach Campus – The Holbeach campus is c.50 miles to the south of Lincoln and is currently comprised of four buildings: Minerva House and the National Centre for Food Manufacturing (NCFM) on Park Road and on the Food Enterprise Zone (FEZ) – the newly completed Centre of Excellence for Agri- Food Technology and Institute of Technology.
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Contracts - Manages our major Hard / Soft FM contracts and host of smaller contracts for performance against agreed standards and improving performance. Projects - This team delivers the major capital works conducted around the Estate, including new buildings and large-scale refurbishments. Space Strategy, Planning & Sustainability - This group comprises three smaller teams. The Space team oversee the allocation of all space. They undertake design work and lead on the upkeep of key property information, including floor plans. The Property Team oversee all landlord and tenant relationships on behalf of the University and provide commercial property advice as required. The Sustainability Team work on environmental management across the Estate. This includes a strong focus on energy management and meeting the University’s objectives for the reduction of carbon emissions. Riseholme Park – this team comprises 5 full time staff; the team manages the livestock, oversees the arable land via a farm business tenancy, supports Bishop Burton College staff and student access to the shared facilities / land and maintains the grounds.
The Team and Department
There are currently 50 people directly employed in the Estates Department with other resources contracted-in (e.g. to deliver facilities management, provide legal advice etc.). The outsourced on-site Hard FM and Soft FM contractors employ 31 and 141 staff respectively. The Department is divided into the following teams: Maintenance – manage all aspects of the repair and maintenance of the built estate, i.e. building fabric, mechanical and electrical systems, plant and machinery. Facilities – Manage cleaning, portering, security and car parking. Business Support – Provides administration and finance to the department, manages Planon and customer services including the Estates Help Desk and leads on customer service improvements. Compliance – Manages compliance with property related health and safety legislation and contractors working on the site.
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Interview with Roger Ward, Deputy Director of Estates
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Planning a Sustainable Estate to Support a New University Strategy During the next few months, the team will continue to gather the data needed to inform a new Estates Strategy which will complement the new University Strategy. New masterplans will be required for all three campuses and work to scope opportunities and constraints with local planning authorities, other key stakeholders and landowners will start in early 2022. The team will work with colleagues from across the university to shape our estate to support new ways of learning, teaching, carrying out research and working while at the same time providing the best possible student, staff and visitor experience. Take of tour of the city campus by watching the video below.
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Working at the University of Lincoln
At the University staff have access to an attractive and extensive reward and benefits package that enhances both their professional and personal lives. Professional services staff are afforded a generous annual leave entitlement of 30 days that is offered in addition to 14 bank holiday and concessionary days. The University of Lincoln offers the industry-leading range of pension schemes with generous employer contribution levels and a range of extra benefits. Pensions – Human Resources (lincoln.ac.uk)
The University provides a varied and comprehensive offering to aid staff in personal and professional development.
The University provides a varied and comprehensive offering of lifestyle and financial wellbeing schemes to staff. You can learn more about the comprehensive and diverse range of benefits here Benefits – Human Resources (lincoln.ac.uk)
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Job Description JOB TITLE: DEPARTMENT: LOCATION: JOB NUMBER: GRADE: REPORTS TO
QUANTITY SURVEYOR ESTATES DEPARTMENT BRAYFORD CAMPUS EF5227 8 HEAD OF PROJECTS
Job purpose • Assist in the coordination of all capital and revenue budgets and will liaise with all teams on providing regular information, updates and budgets. • Liaise with Director of Estates, Deputy Director of Estates, the Head of Projects, Head of Maintenance & Facilities and the Head of Space Strategy, Planning & Sustainability on cost estimating of all University capital, revenue and maintenance works. • Provide specialist commercial advice within the Estates Department playing a key role in all stages of Projects which require forward planning. • Provide an in-house cost management service on projects (Cost Reporting, Cashflow Forecasting and Feasibility Advice) and evaluate proposals and the resources required for construction and engineering related projects, associated works and services of any value. • To contribute to option appraisals and risk analysis providing procurement and contractual advice. • Provide cost management and cost reconciliation services for the Hard and Soft FM contracts. • Provide cost management and estimating services for maintenance projects, minor works and cyclical replacements. 12
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• Support the Head of Maintenance and Facilities in developing and monitoring costed backlog maintenance plans based on condition surveys and Estates Department site knowledge. • Implement and maintain records and procedures relating to University project management, procurement, budgets and all other relevant systems and procedures where appropriate. • Generate financial information and analyses in relation to grant funding applications and management. • Establish and implement cost, value and risk management procedures in accordance with the University’s financial regulations and procurement policies. • Manage, recommend and implement procurement processes of consultants and contractors in accordance with the University’s financial regulations. • Monitor and report on costs through the project life-cycles on a regular basis. • Administer, analyse and report on departmental budgets. • Prepare outline cost plans and estimates to contribute to the selection of preferred solutions, options appraisals and establishment of budgets. KEY RESPONSIBILITIES Cost and Commercial Management • Maintain overall responsibility for co-ordinating both Capital, Revenue and Maintenance budgets • Liaise with Director of Estates, Deputy Director of Estates, Head of Projects, Head of Maintenance and Head of Space Strategy, Planning & Sustainability, and the Farm and Estate Manager on cost estimating of all University capital
and revenue project and maintenance works. • Prepare cost plans at various project stages.
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• Provide a cost management service on Major Projects, including risk analysis and monitoring. • Provide effective cost and commercial advice and contribute appropriately to the design process, including production of option appraisals, life cycle costing and cost benefit analysis as appropriate. • Develop and implement cost recording / budget monitoring system for project and maintenance works of all types and contribute to monthly reporting. • Prepare, check and agree interim valuations, variations, final accounts, determination of other contractual entitlements and agree with suppliers and colleagues. • Organise and maintain estimating, tendering, cost management and related • Provide an in-house cost management service on projects (cost reporting, cash flow forecasting and feasibility advice) and evaluate proposals and the resources required for construction and engineering related projects, associated works and services of any value. Procurement • Advise on procurement methods and contractual approach. • Conduct the tender process for framework and contract procurement in line with the University’s policies and relevant public tendering requirements. • Maintain records on the financial performance of contractors and assist in the quarterly process of contractor and consultant evaluation. • Prepare and/or support the preparation of tender documentation records and information both manually and electronically. • Management and reporting of budgets for all projects.
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Communicating and Reporting • Contractors and Suppliers to gather and disseminate commercial information as appropriate. • Prepare and contribute to reports and attending Programme Steering Groups, Project Steering Groups, FM contract review groups and Senior Management Team and Board of Governors as appropriate. • Forge working relationships with the Finance and Procurement Department. • From time to time, represent the department as necessary, internally and externally. Compliance with Statutory and University Regulations • Ensure Departmental compliance with all University Financial Regulations. • Working with the relevant departments, contribute to identifying all statutory financial and procurement obligations and ensure that they are met. • Ensure that Project Management Procedures and Departmental Quality Standards are met with particular focus on commercial reports issued to external departments. Other Responsibilities
• Adhere to and support the development of all relevant Estates Department procedures including Project Management, Maintenance Management, Health and Safety. • Challenge inappropriate controls and recommend and implement alternative solutions. • Engage in appropriate training programmes in the University. • Actively follow and promoting University policies. • Participate in the staff performance and development review scheme.
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• Be required to visit construction sites as part of the role which can be in a potentially hazardous environment, requiring the use of appropriate equipment, protective clothing and procedures. Undertake such duties as may reasonably be requested and that are commensurate with the nature and grade of the post.
Key working relationships/networks
Internal
External
• Director of Estates • Head of Projects • Project Managers • Strategy, Planning and Sustainability • Maintenance and Facilities • Farm and Estate Manager • Campus Services • Finance Department • Procurement Department • ICT • Communications, Development and marketing • Health and Safety Department • User Representatives for each project
• Local Authorities • Developers • Contractors
• Suppliers • Architects • Consultants • Office for Students (OfS) • Frameworks and Framework Managers
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Person Specification Selection Criteria
Essential (E) or Desirable (D)
Qualifications: Professional qualification in construction or procurement related subject or equivalent qualification Member of Royal Institution of Chartered Surveyors Experience: Previous cost management work experience within a complex Estates, facilities management or construction environment. Experience of working in Higher Education Understanding of public procurement requirements and the Public Contracts Regulations (2015) Experience of completing and executing various forms of Contract including Building Contracts and Professional Services Contracts Experience in procurement strategies and compiling Tender and Contract documentation on a range of Procurement routes Experience in the NEC Suite of Contracts Experience of completing Valuations, Interim Certificates and Final Accounts Experienced in managing budgets for projects and facilities management contracts Experience in the management and monitoring of the performance of external Consultants and Contractors Skills and Knowledge: Knowledge of current construction Health and Safety Legislation Computer literate and competent in the use of Microsoft Office and an expert in the use of spreadsheets Detailed Knowledge of RIBA Plan of Work 2013
E
D
E
D D
E
E E
E
E
D
D
E
D E
Excellent inter-personal skills
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Competencies and Personal Attributes: Highly motivated professional and a team player Attention to detail with oral and written communication Able to manage own time and work independently Ability to liaise with and communicate effectively with colleagues at all levels of the organisation and externally regarding administrative and complex technical aspects of Projects Self motivated and have the ability to solve problems creatively Ability to represent the Department and contribute in a Board Meetings environment Ability to prioritise and meet deadlines Experience of managing project budgets Business Requirements: Ability to travel between campuses and externally. Be able to work occasionally outside of normal University business hours.
E E E E E
E E
E
E E
Essential Requirements are those, without which, a candidate would not be able to do the job. Desirable Requirements are those which would be useful for the post holder to possess and will be considered when more than one applicant meets the essential requirements.
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Equality, Diversity, and Inclusion
We are One Community, with staff and students working together to create an environment in which all people can flourish based on their abilities and their diverse and rich experiences. Equality, diversity and inclusion are essential values for our University to deliver on its civic mission. We are a member of the Race Equality Charter and hold an Athena Swan Bronze Award. However we are not complacent; we know there is much more to do to tackle inequality, prejudice, and discrimination within our own community and wider society. Race Equality Charter The University of Lincoln, UK, has received the prestigious Race Equality Charter Bronze Award for its efforts to tackle racial inequality. The University of Lincoln is 1 of only 21 UK universities to hold the the Bronze Award status from Advance HE, which recognises the work the University is doing to identify and reflect on institutional and cultural barriers facing Black, Asian and Minority Ethnic staff and students. Staff and students from across the University have played a huge part in the University gaining this recognition, including the self-assessment team. The self-assessment team, led by Simon Parks, was comprised of staff and students from across the university community, who directed our approach and gathered intelligence for our submission. The Eleanor Glanville Centre has been instrumental in driving the REC forward and producing the University’s submission and action plan. Looking forward, the University will be establishing a formal committee, ensuring the hard work continues to tackle racial inequality. The University will also be consistently engaging with staff and students from across the University to ensure all voices are heard and all members of our One Community have the opportunity to contribute.
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The Lincoln Equality of Attainment Project (LEAP) We are committed to the equality of attainment amongst all of our students, regardless of background or circumstances. We strive to provide a nurturing and inclusive learning community and a high-quality educational experience for everyone. We, like other UK universities, have identified differential outcomes in student performance between different groups on the basis of race, gender, socio-economic background and disability. This is a University-wide initiative examining the differential outcomes (attainment gaps) and working to address these through a range of initiatives including more inclusive curricula. Access and Participation Our access and participation work reaches out into communities with traditionally low levels of access to higher education. We are a founding partner of LiNCHigher, the Lincolnshire outreach network which aims to raise awareness of, and aspirations to, higher education among local young people. We provide a Foundation Year for many of our undergraduate programmes and actively encourage applications from students from different backgrounds. Our sponsorship of the Lincolnshire Educational Trust (a family of Academy schools in southern Lincolnshire) works to raise educational aspirations and attainment in rural areas, while our involvement in the Lincolnshire Children’s University offers children from all backgrounds the opportunity to enrich their learning experiences. Find out more here Equality and Diversity | One Community | University of Lincoln 21 The Eleanor Glanville Centre The Eleanor Glanville Centre is our department for diversity and inclusion. Aligning with our motto, ‘Libertas per Sapientiam’ (‘Through Wisdom, Liberty’), our interdisciplinary research advances knowledge on critical issues of equality, diversity, and inclusion. The centre is named after Lincolnshire’s Lady Eleanor Glanville, a 17th Century pioneer – and ‘the first woman’ of British natural history. Our One Community Values define our One Community ethos and are a framework to ensure that respectful and inclusive behaviours are at the heart of all we do – for each other, our partners and our customers (internally and externally), both in our thoughts and our actions. Our One Community Values: Equality, Understanding, Listening, Kindness, and Acceptance. One Community Values At the University of Lincoln we are One Community and strive to be kind, patient and supportive of each other.
Application Process
The University of Lincoln is being supported on this recruitment campaign by the search consultancy MRG. To arrange a confidential briefing conversation please contact our advisors David Craven (david.craven@mrgpeople.co.uk / 07932 717 438) or Ben Duffill (ben.duffill@mrgpeople.co.uk / 07976 125 010) of MRG. Applications should consist of a comprehensive CV (of not more than 4 pages) and a covering letter (of not more than 2 pages, addressing the Person Specification). Applications should be sent to universityoflincoln@mrgpeople.co.uk The closing date for applications is 1st February 2022. Interviews will take place on 23rd February 2022.
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