Diocese of Bath & Wells - Property Manager Diocesan Surveyor

Diocese of Bath & Wells - Property Manager Diocesan Surveyor

Property Manager (Diocesan Surveyor) Candidate Information Pack

Contents Introduction..................................................... 4 - 5 About the Diocese of Bath & Wells.................... 6 -7 The Portfolio.................................................... 8 - 9 The Role....................................................... 10 - 15 Working for the Diocese of Bath & Wells................................16 - 17 Application Process.......................................18 - 19

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Candidate Information Pack

Property Manager (Diocesan Surveyor)

Introduction

Dear Applicant, Thank you for taking the time to find out more about the appointment of the Property Manager (Diocesan Surveyor) at the Diocese of Bath & Wells. Extending across Somerset and North Devon including Bath, Wells, Exmoor, Taunton, Yeovil, Bridgwater and surrounding areas, the Diocese of Bath & Wells operates across 477 parishes. The Diocese incorporates a portfolio of over 3,000 acres of glebe land and more than 300 buildings including an investment portfolio (residential and commercial) and operational residential assets. The Property Manager is responsible for over 250 occupied and let residential assets and to diocesan office at Flourish House. The primary purpose of the role is to ensure that all clergy houses and other properties are managed effectively on behalf of the occupiers in addition to maximising the missional and financial return and to inspect and schedule repair of the housing on a rotational five year basis (the Quinquennial surveys) and investigate and develop the opportunity for undertaking survey work on a commercial basis for parishes or schools. I hope that the following information provides greater detail regarding the Property Manager appointment and and I look forward to receiving your application. Sharon Kindleysides Chief Executive Officer

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Candidate Information Pack

Property Manager (Diocesan Surveyor)

About the Diocese of Bath & Wells

The Diocese of Bath and Wells is one of 41 Church of England dioceses in the country. The diocese stretches from Portishead in the north to Crewkerne in the south, Minehead in the west to Frome in the east. The diocese loves and serves the 940,000 people who live here through its family of 466 parishes and 181 church schools. This family works for the good of local communities in a range of practical as well as pastoral ways; caring for the vulnerable in our societies, supporting local families and encouraging children and young people. At national level the Diocese of Bath and Wells is represented at General Synod, the Church of England’s parliament, by the Bishop of Bath and Wells, five elected members of the House of Laity and four elected members of the House of Clergy.

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Candidate Information Pack

Head of Property & Glebe Land

The Portfolio

The Diocese has a portfolio of residential operational property (clergy homes) and land and property investment holdings. The overall portfolio is valued in excess of £65 million and made up of 259 buildings and 3,000 acres of glebe land. The Property Manager (Diocesan Surveyor) has responsibility for the Diocese’s occupied residential assets (homes of the clergy) including circa 250 buildings with a valuation of £62m with the support of members of the property team. The team supports clergy and their families with accommodation appropriate to their needs and, as far as possible, relieves them of domestic concerns in order that they may concentrate upon their pastoral responsibilities. The property department is committed to delivering a high standard of service to its occupiers. The Property Team runs a programme of inspections, repairs and improvements to raise the standard of diocesan clergy housing stock. This is realised through strong relationships with external contractors, builders, and architects. The Property Team is often a first point of contact with clergy arriving into the diocese. It maintains contact with clergy and their families to ensure their housing needs are met. The annual budget for repairs and improvements is over £1m.

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Candidate Information Pack

Head of Property & Glebe Land

Main Responsibilities: • Management of the property and facilities co-ordinators, liaising with external suppliers and consultants, to ensure that strategic plans in relation to the property portfolio are delivered over time and that day to day responsibilities are fulfilled • Management of the Diocesan Office Building including ensuring compliance with statutory regulations, health and safety legislation, and good practice for building management. • Management of maintenance, repairs, servicing or improvements within the Office building. • Management of services provision including but not limited to IT and telephony. • Providing, maintaining and improving housing so that clergy feel valued, are attracted to work in the diocese and are retained. Working flexibly to ensure the changing needs of the paid ministry team are met • Identifying, building and maintaining good relationships with key partners and stakeholders including consultants, agents, developers and council planning departments • Preparing and managing the annual property budget and ensuring expenditure is kept within budget • Ensuring all expenditure in the property budget is properly procured, provided, invoiced and paid in accordance with the Board’s policies and procedures • Ensuring the Diocese meets internal church and external legal requirements in relation to the property portfolio, including the Repairs of Benefice Buildings Measure 1972, health and safety legislation on sites and statutory local authority regulation. • Attending Houses Committee and Investments Committee meetings and, when required by Finance Group and Bishop’s Council, to offer professional advice and to contribute to the formulation of relevant policies • Liaising with other Diocesan Officers, regional Diocesan Surveyors and other relevant professional external agencies

The Role

Post

Property Manager / Diocesan Surveyor

Our vision In response to God’s immense love for us, we seek to be God’s people living and

telling the story of Jesus. Key purpose of the post:

• To inspect and schedule repairs of clergy housing on a rotational five year basis* • To ensure the Board’s property portfolio is managed and maintained within budgetary and policy constraints to meet the needs of the clergy within the Diocesan strategy • To manage the day-to-day running of the Diocesan Office. * the post incorporates the role of Diocesan Surveyor which is a statutory appointment in the Diocese arising from the Repairs of Benefice Buildings Measure

Location

The Diocesan Office, Wells, Somerset

Reporting to Hours of work

Head of Property & Glebe

Full Time

Direct Reports Property Coordinator and Facilities Coordinator Key relationships Head of Finance & Operations and Finance Team Diocesan Secretary Archdeacons and Bishop’s Staff Property Team Clergy and Churchwardens Houses Committee and Investments Committee External agents and contractors

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Candidate Information Pack

Property Manager (Diocesan Surveyor)

Clergy Houses Context: The property portfolio consists of around 250 domestic houses primarily

Team management Managing the staff in the property team including: • Ensuring delivery of services to clergy and others in an efficient, effective and considerate manner • Completion of annual appraisals and any necessary reviews during the year • Promoting their training and development • Professional development • Maintain an effective link with other Diocesan Surveyors and to maintain CPD. • Keeping up to date on Church Measures relating to property matters and relevant external property rules and regulations and to arrange procedural changes as may be required to ensure compliance with such regulations • To undertake other duties as may be reasonably required

occupied by parochial clergy Overall responsibility for:

• Undertaking on a rotational basis the five-yearly inspection of properties, preparing written reports and reporting findings to the Houses Committee, including scheduling of repairs within prescribed timescales under the Repairs of Benefice Buildings Measure • Repairs and maintenance (including emergency response); managing a planned maintenance schedule • Improvements and cyclical replacement work, including reducing our carbon footprint • Managing vacancy work including undertaking major housing works during vacancies, renting out vacant properties and ensuring new clergy can move into properties on time • Managing tender processes as prescribed by the Boards’ policies and/or negotiating with subcontractors for smaller projects and overseeing their work • Identifying properties which require replacement and working with the local church and incumbent, sourcing suitable replacement properties or sites for building a replacement. If new, managing planning and build via local authorities, professional advisers and builders • Purchasing and selling properties as authorised by the Finance Group and within cash constraints, in consultation with the Head of Finance & Operations to meet clergy deployment needs and the placement of curates. Inspecting potential houses before purchase, advising on suitability for their intended purpose and identifying and costing work required prior to occupation.

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Candidate Information Pack

Property Manager (Diocesan Surveyor)

Skills, Competencies and Abilities

• Prioritise work to meet the needs of the organisation and the occupiers within budgetary constraints • Ability to work collaboratively • Effective communicator; able to listen, converse and influence in a range of situations from one- to-one to large gatherings • Ability to write clear and concise written reports with recommendations • Able to inspire confidence of committee members and senior managers through timely delivery of information and plans • Able to handle complex situations and make judgements with thought and confidence • Proficient and effective use of technology, with good working knowledge of Office

Demonstrable professionalism and sensitivity in dealing with both suppliers and house occupants

Person Specification

Area

Essential

Desirable

Qualifications, Knowledge and Experience

• Chartered Surveyor (RICS) or equivalent with current corporate membership • Managing a housing portfolio as a building surveyor; building relationships with suppliers and consultants • Understanding of building management with regard to statutory requirements. • Creating specification of works; issuing tenders, negotiating best value with suppliers • Experience of purchasing and selling houses • Working knowledge of legal issues surrounding property and land management and an ability to apply these appropriately • Delivering multiple projects concurrently on time and to budget • Managing and developing a team

• Leading and

managing a property department with annual expenditure of c£1m

• Managing small scale residential

housing - planning and development

• Working in a complex

organisational structure • Experience and understanding of property

management and legal requirements in a charitable context • Experience of using Propman software to manage a property portfolio • A working knowledge of the Church of England and its structures

Work Related Personal Qualities

• Sympathy with the aims, mission and values of the Church of England

Resilience to work under pressure during demanding peak periods

• A self starter with good initiative • Confidence and sensitivity when dealing with difficult situations • Supportive and understanding for the needs of clergy and their family with regard to housing • Use of a vehicle and able to travel around the diocese

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Candidate Information Pack

Head of Property & Glebe Land

Working for the Diocese

Hours of Work: Full-time, 36 hours per week Core office hours:

9am until 5.15pm Monday to Thursday and from 9am to 5pm on Fridays with an hour unpaid lunch break taken as appropriate. Salary:

£40,000 - £45,000 Pension Scheme:

Administered by the Church of England Pensions Board. The employer will contribute 10% of the em- ployee’s pensionable salary and the employee may choose to make an additional voluntary contribution of any proportion of their pensionable salary. Annual Leave: 25 days per calendar year plus bank holidays. The holiday year runs from 1 January to 31 December. Ad- ditional discretionary days may be given at Christmas and Easter. Expenses: All reasonable working expenses will be met at the agreed Diocesan rates. Probation: This post will be subject to a probationary period.

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Candidate Information Pack

Property Manager (Diocesan Surveyor)

Application Process

Closing date for applications is midnight on 17th January 2021 . First stage interviews with MRG scheduled for w/c 18th & 25th January 2021. First stage interviews with Diocese of Bath & Wells are for w/c 1st February 2021. The Diocese of Bath & Wells 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 The Management Recruitment Group on stephanie. [email protected] or 0203 962 9900 Applications should consist of a CV and covering letter. Applications should be sent to s [email protected].

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Candidate Information Pack

Property Manager (Diocesan Surveyor)