Skip to main content

Language: English / Gàidhlig

Loading…
Chamber and committees

Audit Committee, 26 Sep 2007

Meeting date: Wednesday, September 26, 2007


Contents


“Estate management in higher education”

Item 5 is on "Estate management in higher education". I invite the Auditor General to brief us on his report.

Mr Black:

This is the first report to Parliament that I have made concerning the higher education sector. I am not responsible for the audit of individual institutions in that sector, but I have a statutory right to initiate studies into economy, efficiency and effectiveness in most higher education institutions. That right does not apply to the eight oldest universities in Scotland. However, I was pleased that they agreed to take part in our study. There are currently 21 higher education institutions in Scotland. Their estate includes more than 1,000 non-residential buildings on 72 sites. The total estate has a value of almost £5 billion.

In 2001, the Scottish Higher Education Funding Council began distributing funds specifically aimed at improving the higher education estate. The Scottish Further and Higher Education Funding Council—as it is now—has allocated £459 million for distribution to the end of March 2008. That includes £127 million to be distributed in the current year, 2007-08.

The report contains six main findings that, I suggest, are appropriate to bring to the attention of the committee. The first main finding is that the maintenance backlog for the Scottish higher education estate is almost £700 million and it continues to grow. I emphasise that that is an indicative figure, not an absolute estimate. We analysed estate management statistics and other data to get a ballpark figure of the sums involved. Almost 70 per cent of the backlog is concentrated in the estates of five of the largest institutions, reflecting the size and condition of their estates. Those are Strathclyde, Edinburgh, Glasgow, Heriot-Watt and Dundee universities.

The second point is that it is rather too early to establish the full impact of the recent investment in the estate. The effect of the planned additional investment should be evident over the next few years. In 2005-06, the Scottish institutions spent over £200 million on new buildings, refurbishment and estate maintenance.

Funds that were distributed by the funding council—essentially, that is the public part of the money—account for just under one third of the total. The remainder comes from the institutions' own resources, loans and contributions from external resources. A diagram at the beginning of the report tries to capture that.

The Audit Scotland report found that there was mixed progress up to 2005-06. The overall condition of the estate has improved since 2001-02. In 2005-06, 55 per cent of the estate was in new or sound condition, compared with 48 per cent in 2001-02.

It is difficult to compare maintenance backlogs between those years, due to the incompleteness of the data. However, the size of the backlog had increased by 15 per cent in the 14 institutions that were able to provide us with relevant information.

It is too early to see the impact of the investments that have been made to date, because of the long-term nature of the capital investment and the phased nature of the resource allocation. However, institutions are expected to invest a further £589 million up to March 2008, and we expect improvements to be made through that investment.

The third main finding is that the condition of the Scottish estate compares unfavourably with that of the United Kingdom estate. In Scotland, 45 per cent of the estate will require repair soon; the comparative figure for the UK is 36 per cent. The situation is worse in Scotland because the estate is generally older and it has a higher proportion of listed buildings. In addition, the institutions have received lower levels of public investment in the past, and they provide more space for students. As a result, the funds that are available for capital investment must be spread more thinly.

The fourth finding is about the important role of the Scottish funding council in ensuring that public funds are used to meet key national priorities. Most of the public funding for that purpose is allocated using a formula approach that takes into account student numbers and research activity. Institutions then allocate the funding to estates projects to meet broad criteria that are set by the new Department for Innovation, Universities and Skills—previously the office of science and innovation—and the Scottish Government.

That approach has a significant advantage because it provides the institutions with a firm indication of the funding that they will receive, which helps them with their forward planning. However, it also means that it is difficult for us to assess whether key national priorities are being met. We suggest that it might be possible to introduce a more rigorous assessment process, with tighter criteria, which would have the advantage of making a closer link with the key national priorities.

Our fifth point is that, although the Scottish funding council is committed to assessing the impact of capital investment in its corporate plan, rather more could be done to assess estate management performance. The SFC provides more strategic support for estate management in the sector than it used to. Its corporate plan identifies two high-level measures that it will use to assess the impact of capital investment. Those are, first, the overall condition of the estate and, secondly, the total value of the maintenance backlog. However, we think that there should be more transparency about how public funds are used.

The SFC should consider supplementing its current arrangements by using a small set of indicators to give a more regular and comprehensive picture of performance across the sector. That should be reported in public and, of course, to Parliament to demonstrate the impact of public investment in the university estate, given the substantial sums involved and the importance of the university sector to the future prosperity of Scotland.

The sixth and final point is that some institutions have good systems in place to support effective estate management, but good practice must be shared across the sector. The structures that the institutions use to deliver estate management vary, and a number of strengths are evident. Audit Scotland found examples of good links between estates and finance departments to ensure that funds are used well and examples of the involvement of staff and students in discussions about the estate. Most estate departments make some use of performance information to monitor the quality of their estate, but management scrutiny of estate performance could be improved.

Overall, it is fair to say that the higher education report encourages the Scottish higher education institutions, the SFC and the Scottish Government to continue their commitment to reduce the backlogs. However, they should ensure that that development is part of a clear strategic framework. The report contains a number of recommendations to support that.

We will do our best to answer any questions that the committee may have.

The Convener:

Thank you. I am sure that when the committee deliberates on what inquiry to hold, there will be rigorous examination of certain questions and ideas. The issue with which the report deals is critical for the future of Scottish education. We cannot have a high-performing higher education sector, if we do not have resources that allow students to study and staff to deliver high-quality education. We are in a competitive UK and world market, so there are big issues to deal with.

I have a question to kick off the discussion. In towns and cities with more than one higher education institution, did you consider whether there is wasteful duplication of resources?

Mr Black:

No, we did not consider that issue directly, but we examined what had been happening at individual institutions. The prevailing pattern is of each institution designing its estate strategy primarily around its own requirements and plans, which I suppose is perfectly understandable and appropriate. We did not find much evidence of collaborative use of estates by different institutions. Graeme Greenhill and Andra Laird might be able to fill that answer out a bit.

Graeme Greenhill (Audit Scotland):

There certainly was not a lot of collaboration in planning estate development works, but there was a bit more sharing of the existing estate.

Andra Laird (Audit Scotland):

There is quite a lot of joint use of equipment. An institution might allow lecturers and students from other institutions to use a particular piece of equipment. The key point that we are trying to get across is that, when buildings are being designed or equipment is being purchased, it is done for the institution's own benefit. The institution might consider subsequently how best to use the facilities, rather than considering that earlier, when they might find other potential users, which could change the specification of what they buy or build. We hope to see more collaboration in the earlier stages.

Should the funding council take a closer interest in that?

Mr Black:

We are suggesting that the funding council could refine and develop the criteria that it uses to help to steer the strategic approach to all this. I said a moment ago that it has a couple of core criteria. When it is evaluating performance, it tends to consider the overall condition of the estate and the total value of the maintenance backlog. We think that the criteria could include factors such as financial indicators to demonstrate the efficient use of assets; space-use indicators, which are common in the management of estates; fit-for-purpose indicators that demonstrate that the assets are being effective; and environmental indicators, which look at water and energy use and the long-term sustainability of the estate.

We have also said in the report that we took the lead among the five audit bodies in the UK, including the National Audit Office, in preparing a set of core indicators for benchmarking estate management performance, which we describe in the report. We have recommended the use of those corporate indicators in all public bodies in Scotland. We think that they could be the starting point for developing a small set of core indicators that are tailored to the specific needs of the HE sector. A final factor, which relates to the point that you made earlier, convener, is that more might be done to explore the merits of estate proposals in respect of shared use.

The Convener:

I want to ask about future funding. You referred to the improvements in investment that have been made since 2001-02. You have reflected on the greater challenges that Scottish universities face, for historical reasons, including the large number of listed buildings. You said that it is too early to see the impact of the greater investment that has been going in. I note from your report that the universities raise a significant amount of money themselves to invest in their estates. However, that still does not take away from the big issue confronting universities in Scotland, which is how they compete in the first instance on a UK basis.

There are issues to do with what central Government contributes, but two other questions have been swirling about: how else will universities raise funds, not just for buildings but for running costs, and what will happen if the resources are not provided while universities and other institutions in the rest of the UK see greater growth in their budgets? Having looked at the historical problem, did you reflect on the challenge of raising the money that is required to compete effectively in the UK?

Mr Black:

That would require a forward look, which is not easy or appropriate for us to do in any great detail, but there are a couple of points that are perhaps worth making to help your general appreciation of the issues. Let us first consider exhibit 1 on page 9 of the main report, which I think is replicated in the summary.

Graeme Greenhill:

The exhibit is also in the key messages document.

Mr Black:

The chart indicates different categories of institution: the SSIs, which are small specialist institutions such as the Royal Scottish Academy of Music and Drama; the pre-1992 institutions; the post-1992 institutions; and what we call the ancients, which is rather a nice term. It also shows the total.

As the committee can see, the SSIs are very dependent on public funding. The pre-1992 universities, some of which have significant estate problems, are less but still significantly dependent. The ancient universities, such as Edinburgh and Glasgow, have significant sources of funding and their own internal resources, through bequests for example. It is a complex picture.

We have found that some of the larger institutions have the greatest maintenance backlog and will have the greatest difficulty in addressing that backlog. Of course, the level of investment that is needed to tackle that and the extent to which the universities can do that are matters of judgment. For example, the University of Glasgow has invested substantially in its estate in the past few years and the estate is beginning to show signs of improvement, but it still faces a challenge.

We have also described in the report some of the technical and professional measures that can be used to get a handle on whether an individual institution has a problem. I suspect that the committee does not need to go down to that level of detail.

That is rather a long answer to your question, but the significant size of the backlog and whether institutions have the resources to address it are undoubtedly an issue, particularly in some cases.

The Convener:

In other words, although much has been achieved, there is a huge amount more still to be done. The questions are whether it is realistic for the Government to provide the resources and, if not, where else those resources might come from given the political constraints that are put on funding by politicians.

Mr Black:

That is an important issue. In its last spending review, the Scottish Executive committed funds through to 2008, but there is no indication of the funding beyond that. There has certainly been evidence of a steady build-up of funding each year from a starting point in 2001-02 of £15 million to the much more significant sum of £126.5 million in 2007-08. There is currently no indication of the plans for funding beyond 2008, although we have had indications from within the Government that it is using the report to inform its thinking.

Murdo Fraser:

I want to follow up on the convener's questions about funding. You indicated earlier that the maintenance backlog across the sector was in the region of £700 million. It is a well-known phenomenon, not just in the public sector but in the private sector too, that when funding gets tight instead of making cuts in salaries or head count, organisations put back the things that can wait for another year, such as non-essential repairs to buildings. Is that what has been happening in the estate? In other words, does the £700 million backlog represent in effect a sort of hidden deficit in funding that has accumulated over a period of years?

Mr Black:

Statistics are available from about 2000, so we cannot give you a robust answer based on a long-term view. It is true to say that problems of maintenance, repair and refurbishment are long running—there will have been an historical problem. That was first recognised explicitly back in 2001-02 by the Executive, when it started making a specific allocation of money—albeit a small sum in that year of only £15 million—to address the problem of the higher education estate. Of course, that has been built up subsequently. My colleagues may be able to shed more light on the extent to which that is a problem inherited over many years.

Andra Laird:

Before 2000, and ring-fenced funding, institutions were investing in their estate. For example, the University of Edinburgh started developing Little France. What institutions have said to us is that having the money ring fenced since 2001 for capital projects has been very helpful in that it has enabled them to be sure what they are doing and what they are getting.

Jim Hume:

You mentioned that part of our problem is that we have older buildings, which are often listed, especially in the case of the ancients. A hard-nosed businessman would probably say, "Okay, let's sell up the old and buy some new state-of-the-art buildings, and maybe make some money on it." Do you see a trend in future of such rationalisation on the part of universities, or has it already started?

Mr Black:

The high-level answer is that every institution is in a unique place because of the make-up of its estate over many years. In Glasgow, for example, at one end of the spectrum there is the University of Glasgow which, as the report highlights, has a large inheritance of listed buildings and old buildings that are expensive to maintain and refurbish, and, at the other end, there is Glasgow Caledonian University, which has made major investment over the past few years on what was a fairly rundown site. The university is seeing the benefit of that, which is showing through in some of our statistics. The situation varies enormously, but I am sure that the team can say more about that.

Andra Laird:

We have discovered that many institutions really value their listed buildings. They are what attracts people into the country, so there is a limit to what can be done in terms of putting them aside if they are becoming expensive to maintain.

Some of them are almost icons.

Andra Laird:

Yes.

Willie Coffey:

I was interested in the point that someone made earlier, when they said that it is sometimes of secondary consideration that new equipment could be procured in a way that would provide benefit to other institutions, particularly local ones. How do we get closer to improving the co-location of facilities and services and the procurement of equipment? Do we have to build it in as a requirement in the procurement process? You were saying that institutions tend to operate individually—they deliver for their own students and their own campus. You said that we are perhaps moving into a new age in which they need to think more seriously about co-location and joint procurement initiatives.

Mr Black:

I think that our report adds support to that point of view. As I think I said earlier in an answer to the convener, we have suggested some of the core criteria that might be used to steer future investment. One criterion has to be whether a particular project is designed to be used by more than one institution. An evaluation of the options should take account of what already exists not only in individual institutions but in the wider area.

I will ask Andra Laird to say more about the procurement and shared use of equipment.

Andra Laird:

On the first point that Mr Coffey raised, after the report was published, someone in the sector told us that they recognised the need to do more, and to be seen to be doing more, in developing facilities jointly. There was some resistance at first, but it seems that people are now taking the idea on board.

The intention in all the criteria that are set out for people who are applying for funding, is to try to promote more collaborative use of facilities. However, collaborative use is defined very widely and loosely, and institutions have not felt the need to make it one of their top criteria for new buildings and developments. We have discussed the issue at length with the sector and the Scottish funding council.

Graeme Greenhill:

We have an opportunity. The institutions are expected to produce updated estate strategies by the end of this year. A key part of preparing those strategies will be assessing estate needs and considering their costs. Those costs will have to be benchmarked against those of other institutions, and that may encourage people to think about rationalisation and sharing services, for example.

I thank the witnesses for their answers. We will reflect on them.