Trust Estate Management

Warneford Consulting has developed a sector-specific academy trust estate management service, bringing together our estate management, procurement, cost, and programme management expertise.

Designed specifically to help trusts navigate through each stage of the estate management journey, this client-tailored service provides trust estate managers with the tools and route map to plan, budget, and execute works cost-efficiently.

Why do I need it?

Trusts must ensure—and evidence—that their investment in assets prioritises building safety and compliance, targets areas in poor condition, improves energy efficiency, and addresses any health and safety issues.

To do this, it is essential to understand how each school space is used, the condition of key components that make up those spaces, and how each school compares to the rest of the trust portfolio.

Warneford Consulting enables central capture and visualisation of asset data across the trust estate and provides a robust, best-practice-aligned methodology for prioritising works.

We also provide CIF-eligible trusts with the evidence required to substantiate need, priority, and impact, increasing the chances of award success.

How Does It Work?

Understanding the complexity and resource intensity involved in collating, evaluating, and analysing the breadth of asset data that makes up a trust’s estate, Warneford Consulting takes clients through a step-by-step journey tailored to the trust’s data and asset-management maturity:

Standardise and Centralise data
Audit data
Identify priorities

Immortalis applies a Red, Amber, Green status to each component based on its condition and pre-set priority hierarchy. Algorithms automatically assign a timeframe for renewal or repair of each component based on condition and priority hierarchy, producing a need-based, five-year planned maintenance schedule.
Identify costs

Warneford Consulting generates a detailed cost schedule from the planned maintenance programme, based on the scope of works required. Costs are derived from prevailing market rates, which are continuously monitored and adjusted in line with market conditions—through regular best-value procurement exercises—and CPI to ensure ongoing accuracy.
Appraise options

The generated planned maintenance schedule is reviewed with the Trust to allow the accurate sequencing of works to available funding. We add value here by advising on the optimal sequence and batching of works to avoid duplicated preliminary costs and ensure that an optimal price can be secured via targeted procurement. For trusts with a budget deficit, we advise on options to generate inward investment. If eligible we can help you formulate a targeted, needs driven CIF bid strategy.
Procurement

When the trust is satisfied with their planned maintenance programme, Warneford Consulting can assist by procuring the work packages on the trust’s behalf. Warneford Consulting and Immortalis have an extensive network of pre-vetted, appropriately accredited, and quality trusted supply chain partners, covering all planned estate management specialisms, most of whom we have worked with successfully over 10 + years.
Project Management

Warneford Consulting can provide a comprehensive project management service to ensure all works procured are executed and delivered with the utmost sensitivity to the schools’ operations and often outside of term time. Our project team brings over 20 years of education-specific construction delivery, providing you with confidence that quality works will be delivered on time, to budget, and with zero harm.

What’s Different About It?

Our approach has been designed specifically for academy trusts, drawing on insights from experts in trust estate, asset, and cost management.

Our system and methodology are easy to navigate and use, providing clear, visual analytics that support complex investment decisions and help trusts communicate options and decisions to school governors.

The service is fully scalable, allowing new school estate data to be added and integrated quickly and effectively so trusts can evaluate the impact of absorbing new schools.

Cost data is continuously updated through ongoing market monitoring, open-market procurements, and actual project costs to maintain accuracy and reliability.

How can I be sure it’ll meet my trust’s needs?

Warneford Consulting delivers a tailored, high-quality service underpinned by ongoing consultation to ensure what we provide meets your specific needs, preferences, and expectations. We support you through every step of the journey, adapting our approach as required to match your trust’s evolving needs.

Related to our Trust Estate Management services is our Due Diligence service, which you can read about here.

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Testimonials

Tim has produced a fully dynamic costed estate management tool that has allowed the trust for the first time, to see the extent of our assets and liabilities in both meta and granular detail. As a trust that continues to expand, we will be using this very system to inform us as part of a future due diligence package.

Nicki Taylor

Director of Estates

Warneford Consulting has secured in the past 2 years, nearly £4 million of Condition Improvement Fund for the trust and, as we move towards School Condition Allocation funding, we will be keen to commission Tim to undertake both due diligence and strategic estate management services.

David Harrison

Chief Operating Officer

Tim is always at the end of the line and will invest 100% of his time and energy to achieving what is the best outcome for the trust and we look forward to continuing working with him.

John McDermott

FOD

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