A government scheme that sent qualified capital advisers into 70 academy trusts found four in five did not have sufficient data on the condition of their buildings. This is despite the government having conducted a survey of every school in the country between 2017 and 2019 and shared those reports with schools, trusts and councils. also found most trusts lacked asset management plans and estates strategies. But the scheme received positive feedback from trusts, with 12 chains reporting estimated savings of 拢600,000 between them. The programme will now expand this year to a further 70 trusts. It comes after the Department for Education admitted that repairing or replacing all defects in England鈥檚 schools will cost 拢11.4 billion, with the average secondary school needing 拢1.6 million worth of work. Based on the school resource management advisers model, the government sent qualified advisers into 70 trusts between March 2021 and March 2023, making recommendations for better estate management. Advisers then revisited the 20 pilot phase trusts and sent follow-up questionnaires to all 70 to check on progress. Most trusts told to commission surveys During visits to the first 20 trusts, four in five were told to commission condition surveys, and just under half remained non-compliant when revisited. In the second phase, 78 per cent of the 50 trusts visited were told their data was insufficient. This is despite the government having completed its condition data collection, a survey of every school in the country, in 2019. The reports were sent to schools’ responsible bodies, including academy trusts. A second nationwide survey is underway. Government guidance on good estate management for schools states that responsible bodies should have both an asset management plan and an estate strategy. But today’s report also shows 90 per cent of the 20 pilot trusts and 78 per cent of those in the second phase did not have an asset management plan, while 90 per cent and 70 per cent respectively were told to create an estate strategy. Leaders thought they were doing better During the pilot, advisers found a 鈥渃ontrast between the trust鈥檚 perception of their compliance [with estates management guidance] in comparison to the advisers鈥 assessment鈥. There was also a disconnect in the first phase, with trusts on average believing they were operating in line with good practice in 70 per cent of areas. Advisers’ findings suggested this was actually closer to 45 per cent. Eighty-five per cent of trusts said they were aware of the government guidance, but just 44 per cent said they were “actively” using it. 鈥淎lmost all鈥 trusts stated that they were 鈥渦naware of the need for suitability and sufficiency surveys or placed them as a low priority in their action plan of improvements”. 12 trusts estimate 拢600k savings But the involvement of advisers did have an impact, the evaluation concluded. Revisits to pilot trusts found they had implemented 148 out of 385 recommendations, enabling a 鈥25 percentage point improvement in aligning with good estate management practices鈥. The first phase also received “positive feedback from almost all academy trusts”. Of 50 participating trusts, 40 said they expected to be able to reduce energy use and safe money as a result of the recommendations. Only 12 trusts provided estimates of financial savings. They predicted they would save 拢600,000 annually between them. This included one trust that said it would save 拢60,000 through “improved project delivery” and another that would save 拢16,000 in the “operation and maintenance” of their estate. Following the evaluation, the programme will be expanded this academic year. Advisers will be sent to 70 more trusts, selected in the same way as those in phase one – based on condition need, geography, challenges and school characteristics.
Marc 15 November 2023 It’s hardly a surprise. How many Trusts have a suitably skilled and qualified person running their estates? It’s the same in Finance, HR and IT. You get what you pay for and sadly most Trust’s won’t pay for what they need in these areas. Employ the right level of person and they will generate the savings with or without the governments advice.