Asset Management Plan

The formal requirement for Local Authorities to record Asset Management data for schools was introduced in 2000, principally to demonstrate that decision making on investment in premises would be based on robust and transparent information and to demonstrate effective estate management principles.

Aims of the Asset Management Plan

The AMP provides an agreed basis for local decisions on spending priorities and a framework within which the capital implications of other plans e.g. the School Organisation Plan will be considered.

Schools and other settings, dioceses and the LA are expected to draw on the AMP information to inform capital spending and to provide assurance that capital investment decisions are soundly based and represent good value for money.

A major aim of the Asset Management Plan is to manage accurate, comprehensive, consistent and up-to-date information to ensure that expenditure on school properties contributes to the raising of educational standards and to ‘Best Value’. It takes account of the following expectations:

  • providing access to property-related data on all Children and Families establishments;
  • providing data for bids to DFE and other bodies for other building programme resources;
  • providing data for maintenance programmes;
  • recording completed building work, both “capital” and “maintenance”;
  • providing data for, and recording, property implications for statutory and corporate plans;
  • providing a basis for evaluation, justification, and prioritisation of property developments;
  • demonstrating ‘good practice’ in asset management:
  • helping to increase community use of school facilities;
  • maximising value for money;

Basic Data

In accordance with DFE requirements the LA will record and maintain accurate premises information for all premises covered by the AMP. Information will be updated and transmitted when required to DFE both to meet DFE appraisal requirements and to provide data which will be used for benchmarking. The returns to the DFE will include basic factual data and data relating to the three AMP categories of ‘condition’, ‘suitability’ and ‘sufficiency’ described in more detail below.

How information is collected, analysed and made available

 The need to invest in schools and other settings will be assessed on condition, sufficiency and suitability:

  • Condition needs focus on the physical state of the major elements of premises such as roofs, external walls electrical services, playgrounds etc.
  • Sufficiency needs are concerned with total areas and the quantity and organisation of places within and across schools in relation to demand
  • Suitability needs are concerned with how well premises meet the needs of pupils, teachers and other users and contribute to raising standards.

The Capital Development Officers within Children and Families will undertake the suitability and sufficiency assessments. Condition assessments will be undertaken by the Asset Manager.

The data of all 3 elements (condition, sufficiency and suitability) are all held on a central database called “Atrium”. Establishments have access to the condition data via the Property Portal and sufficiency and suitability data are e-mailed to establishments each time they are updated. Over time, the aim is to have all the data available via the Property Portal.

As well as property-based information (e.g. condition surveys, accommodation schedules, capacity figures etc.) other data will inform the Asset Management Plan, including pupil data (e.g. PLASC, pupil projections) and planning data on new housing.