Health Department
MEL
(2000)14
Directorate of Finance
Dear Colleague
NHS IN SCOTLAND OWNERSHIP AND OCCUPATION OF PROPERTY: 1999 ALL-SCOTLAND REPORT
Summary
1. This letter provides colleagues with a copy of an All-
Scotland report on the NHS in Scotland’s ownership and occupation of property.
The Report offers a snapshot of existing use and an indication of planned change as NHS
Trusts and other Holding Bodies continue to reconfigure their property holdings to reflect
changes in the form of care provision and in the development of different funding
mechanisms including Public Private Partnerships.
2. Such change has been a feature of the NHS in Scotland for some considerable time. For
example land holdings totalled some 4000 hectares 10 years ago and some 2950 now.
Similarly essential land amounted to some 2200 hectares 5 years ago, and some 1300
now. Conversely, total building area at around 4,450,000 square metres remains fairly
constant, although that considered essential continues to fall with some 3,900,000 square
metres 5 years ago and some 3,200,000 square metres now.
Background
3. The Report is based upon a census of the NHS in Scotland’s ownership and
occupation of property as at April 1999 which was timed to coincide with the revaluation
of NHS in Scotland property at that date. It is intended that a census in this depth
should be repeated at intervals, probably 5 years, again coinciding with revaluation
dates. The databases from which the Report has been drawn are held by the individual
Holding Body and by the Department. Holding Bodies have also been provided within
individual reports.
4. As indicated in Annex B of MEL(1999)44, the first triennial review of the
performance of property owned by the NHS in Scotland is scheduled this year. It will
enable the Department to monitor compliance with some of the mandatory requirements set
out in Annex A to MEL(1999)44, "Property Management Policy and Other Related
Matters", and with the undertakings set out in Annex A to MEL(1999)84, "Property
Management Matters", the response to the Committee of Public Accounts 39th Report
(Session 1998-99): "The NHS in Scotland: Making the Most of the Estate and Other
Issues". Most of the information sought should be drawn from a Holding Body’s
2000-2005 Property Strategy. The questionnaire will be issued shortly.
Action
5. The Department wishes to help Holding Bodies achieve the planned changes reflected in
the Report. Such change is consistent with the property management policy as set out in
MEL(1999)44 and the Department’s response to the PAC Report referred to at paragraph
4 above. To this end colleagues are asked to bring to the Department’s attention any
impediments to the planned changes in property holdings which might be addressed by the
Department through, for example, changes in the NHS Property Transactions Handbook which
is scheduled for review this year, or in the existing policy on retention of capital
receipts.
Yours sincerely
JOHN S ALDRIDGE
Director of Finance
______________________________
Addresses
For action
Chief Executives, NHS Trusts
General Managers, Health Boards
General Manager, Common Services
Agency
General Manager, State Hospital’s
Board for Scotland
Chief Executive, Scottish Ambulance
Service
For information:
General Manager, Health Education
Board for Scotland
Executive Director, SCPMDE
______________________________
Enquiries to:
Mr Roderick McCallum
Building & Estates Adviser
NHS Management Executive
Room 351
St Andrew’s House
EDINBURGH EH1 3DG
Tel: 0131-244 2079
Fax: 0131-244 2323
E:mail:
Roderick.McCallum@scotland.gov.uk
NHS IN SCOTLAND
OWNERSHIP AND OCCUPATION OF PROPERTY
APRIL 1999
ALL-SCOTLAND REPORT
SCOTTISH EXECUTIVE HEALTH DEPARTMENT
NHS IN SCOTLAND
OWNERSHIP AND OCCUPATION OF PROPERTY
APRIL 1999
Properties and Book Values
Land By Holding Body
Land By Functional Category
Essential/Not Land by Holding Body
Essential/Not land by Functional Category
Projected land sale
Building Areas
Age of Stock
Building Area by Functional Category
Essential/Not Buildings by Holding Body
Essential/Not Buildings by Functional Category
Introduction
This report describes the principal characteristics of the NHS in Scotland’s ownership and occupation of property based on a census as at April 1999. As such it coincided with a major reconfiguration of NHS Trusts and with the establishment of the Scottish Parliament and Executive. Subsequent censuses will be conducted at intervals coinciding with revaluation dates.
An assessment of the performance of NHS in Scotland property is to be carried out as at April 2000 and repeated at 3 yearly intervals thereafter.
Ownership and Occupation
The NHS in Scotland owns some 1,300 properties with a net book value of £2.746 billion. This property comprises some 2,950 hectares of land and some 4.5 million square metres of buildings.
The majority (66%) of these properties are owned by Primary Care NHS Trusts but those owned by Acute NHS Trusts account for the largest part of the book value (57%) [Table 1] TOP
Others are the Island Health Boards, CSA, State Hospital, Scottish Ambulance Service, West Lothian Healthcare NHS Trust and The Yorkhill NHS Trust
The pattern of land ownership is similar to that for properties in that the majority (58%) is owned by Primary Care NHS Trusts. [Table 2] TOP
The vast majority of the land owned by the NHS in Scotland is occupied by the holding body (89%).[Table 3]
The land owned and occupied by holding bodies is primarily used to meet the needs of hospitals for people with a mental illness (40%) with the needs of acute hospitals being the next most significant (27%). TOP
Key
1. day hospitals, health centres, community clinics, etc.
2. cottage hospitals, community hospitals
3. acute hospitals
4. hospitals for people with a mental illness
5. care of the elderly hospitals
6. direct healthcare support
7. houses and flats excluding on-call accommodation
8. indirect healthcare support, eg offices
9. no predominant use
10. non-NHS functions
11. other hospitals
12. not specified
The land owned and occupied by holding bodies is almost split 50:50 in terms of expectations for service change over the next 5 years, ie to 30 March 2004, with 49% considered essential for operational purposes beyond that date and the balance (51%) non-essential.
Essential land is split fairly evenly between Acute and Primary Care NHS Trusts (42% and 48% respectively) with the largest part used to meet the need of acute hospitals (41%). The majority of non-essential land (64%) is owned by Primary Care NHS Trusts and currently used to meet the needs of people with a mental illness (53%). [Tables 5 and 6] TOP
Others are the Island Health Boards, CSA, State Hospital, Scottish Ambulance
Service, West Lothian Healthcare NHS Trust and The Yorkhill NHS Trust
Table 6 TOP
Key
1. day hospitals, health centres, community clinics, etc
2. cottage hospitals, community hospitals
3. acute hospitals
4. hospitals for people with a mental illness
5. care of the elderly hospitals
6. direct healthcare support
7. houses and flats excluding on-call accommodation
8. indirect healthcare support, eg offices
9. no predominant use
10. non-NHS functions
11. other hospitals
12. not specified
The majority (78%) of the currently identified non-essential land is expected to be sold within 3 years. [Table 7] TOP
The pattern of building ownership is one in which Acute and Primary Care NHS Trusts own 91% of the total with Acute NHS Trusts owning 53% and Primary Care NHS Trusts 38%. [Table 8] TOP
Others are the Island Health Boards, CSA, State Hospital, Scottish Ambulance Service, West Lothian Healthcare NHS Trust and The Yorkhill NHS Trust
The majority of this building stock has been built in the last 40 years (52%) with that more than 100 years old now less then 14%. [Table 9] TOP
As with land, but more so, the vast majority of the building area owned by the NHS in Scotland is occupied by the holding body (97%). [Table 10]
The building area owned and occupied by holding bodies is primarily used to meet the needs of acute hospitals (53%) with the need of hospitals for people with a mental illness being the next most significant (19%). [Table 11] TOP
Key
1. day hospitals, health centres, community clinics, etc
2. cottage hospitals, community hospitals
3. acute hospitals
4. hospitals for people with a mental illness
5. care of the elderly hospitals
6. direct healthcare support
7. houses and flats excluding on-call accommodation
8. indirect healthcare support, eg offices
9. no predominant use
10. non-NHS functions
11. other hospitals
12. not specified
The majority of the building area owned and occupied by holding bodies is considered essential for operational purposes (74%) with the balance, non-essential, reflecting planned and anticipated service changes over the next 5 years, ie to 31 March 2004.
The majority of the essential building area (59%) is owned by Acute NHS Trusts and used to meet the needs of acute hospitals (60%). Table 12 TOP
The majority of non-essential building area (58%) is owned by Primary Care NHS Trusts and mainly used to meet the needs of people with a mental illness (44%). [Tables 12 and 13]
Others are the Island Health Boards, CSA, State Hospital, Scottish Ambulance Service, West Lothian Healthcare NHS Trust and The Yorkhill NHS Trust
Key
1. day hospitals, health centres, community clinics, etc
2. cottage hospitals, community hospitals
3. acute hospitals
4. hospitals for people with a mental illness
5. care of the elderly hospitals
6. direct healthcare support
7. houses and flats excluding on-call accommodation
8. indirect healthcare support, eg offices
9. no predominant use
10. non-NHS functions
11. other hospitals
12. not specified
Occupation of Non-NHS in Scotland Property
In addition NHS in Scotland holding bodies provide patient care and support services from premises owned by others. This is not a significant aspect at the present time amounting to only some 10 hectares of land and less than 75,000 square metres of building. In the latter case less than 2% of owned building area. However, it will become so as the significant amount of new accommodation provided under PFI/PPP contracts comes on stream.
Looking Back – Looking Forward TOP
The foregoing is a snapshot of the NHS in Scotland’s ownership and occupation of property as at April 1999. As such it does not record past changes but does give an insight into the expectations and potential for the future as the property from which care is provided and supported continues to change to reflect need.
The scale of change can be seen in the reduction in land holdings from around 4,000 hectares 10 years ago to some 2,950 now. The net change reflects acquisitions as well as disposals but with the latter obviously predominating. Likewise essential land was estimated at some 2,200 hectares 5 years ago and only some 1,300 now. This anticipated reduction in land holdings is part of both the change in the form of care provision as referred to above and in the means, eg the use of public private partnerships and the potential increase in care from premises owned by local authorities and others as part of partnerships in the integrated provision of primary, social and community care.
Conversely, total building area at around 4,450,000 square metres remains fairly constant. However, that considered essential continues to fall but at a less dramatic rate than the equivalent for land, ie some 3,200,000 square metres now but some 3,900,000 square metres 5 years ago. As with land, changes in total and essential building area reflect both acquisitions, disposals and the ongoing reassessment of the settings in which appropriate patient centred health care should be provided.
NHS in Scotland For this purpose includes all Health Boards, all NHS Trusts, the Common Services Agency, the Scottish Ambulance Service and the State Hospital.
Holding Body One of the above, holding NHS in Scotland properties on behalf of the Secretary of State for Scotland, or after 1 July 1999 on behalf of Scottish Ministers, ie Health Boards, Common Services Agency, State Hospitals Board for Scotland and the Scottish Ambulance Service Board, or in the case of NHS Trusts, on their own behalf.
Property. As separately valued and normally comprising land and buildings but may be land only or in some cases buildings only where the land is owned by others with the holding body having a ground lease.
Book Value is valuation of property arising from revaluation as at 1 April 1999.
Holding Body Groupings-Others. Comprises the Island Health Boards, Common Services Agency, State Hospital, Scottish Ambulance Service, West Lothian Healthcare NHS Trust, The Yorkhill NHS Trust.
Functional Category. Generally based on functional classifications as set out in NHS Information and Statistics Division’s "Scottish Health Service Costs" at Appendix 1, with groupings as set out below. These are intended to reflect the changing face of NHS healthcare provision including the developing impact of a "primary-care led NHS" on property.
Essential/Non-Essential. Essential is property (land or buildings) considered necessary for operational purposes beyond a 5 year planning horizon, in this case beyond 31 March 2004. Non-essential is that expected to become non-operational within the 5 year planning horizon.
"Owned and Occupied" is property, land or buildings, owned by the holding body and not leased to others. It does not necessarily mean that the holding body is making beneficial use of the property or using it for healthcare purposes.
Leased to Others. To any body outwith the NHS in Scotland other than one occupying it for PFI/PPP purposes.
PFI/PPP. Private Finance Initiative/Public Private Partnership.
Surplus Property. Formally declared surplus to NHSiS requirements.
Acknowledgements
This report is based upon information provided by holding bodies whose collaboration is acknowledged and appreciated. More detailed information about the individual holding body can be obtained by contacting the persons named in the annex.
The invaluable assistance of Suzanne Wotherspoon (Health Department, Business Support Unit) in creating the database, producing individual holding body reports and the data for this report is also acknowledged and appreciated.
Any comments or queries regarding this report and related national information should be addressed to:
Roderick McCallum
Building & Estates Adviser
Scottish Executive Health Department
Directorate of Finance
Room 351
St Andrew’s House
EDINBURGH
EH1 3DG
Tel: 0131 244 2079
Fax: 0131 244 2323
Email: Roderick.McCallum@scotland.gov.uk
ANNEX
TOPTrusts |
Contact |
|||
Name |
Telephone No. |
Fax No. |
Email Address |
|
| 1. Argyll and Clyde Acute Hospitals NHS Trust | Mr Brian Wilson Director of Facilities |
0141 580 4700 | 0141 887 6701 | wilsonb@rah.scot.nhs.uk |
| 2. Lomond and Argyll Primary Care NHS Trust | Mr Stephen Wilson Trust Estates Manager |
01546 604905 | 01546 605384 | stephen.wilson@aandb.scot.nhs.uk |
| 3. Renfrewshire & Inverclyde Primary Care NHS Trust | Mr Douglas Valance Director of Estates |
0141-884-9054 | 0141-884-5425 | Douglas.Vallance@renfrewshire-tr.scot.nhs.uk |
| 4. Ayrshire & Arran Acute Hospitals NHS Trust | Mr Arnold Thomson General Manager, Facilities |
01563 521133 | 01563 577046 | Arnold.thomson@aaaht.scot.nhs.uk |
| 5. Ayrshire & Arran Primary Care NHS Trust | Mr Richard North Property Services Manager |
01292 513 804 | 01292 513 825 | Richard.north@aapct.scot.nhs.uk |
| 6. Borders General Hospital NHS Trust | Mr W Wilkie Director of Estates |
01896 662230 | 01896 822560 | BGH.Estates@scotland.com |
| 7. Borders Primary Care NHS Trust | Mr W Wilkie Director of Estates |
01896 662230 | 01896 822560 | BGH.Estates@scotland.com |
| 8. Dumfries & Galloway Acute and Maternity Hospitals NHS Trust | Mr Jim Nicolson Estate Manager |
01387 241 576 | 01387 241639 | DGRI.Estates@dial.pipex.com |
| 9. Dumfries & Galloway Primary Care NHS Trust | Mr Jim McCambley Director of Facilities |
01387 244199 | 01387 244211 | |
| 10. Fife Acute Hospitals NHS Trust | ||||
| 11. Fife Primary Care NHS Trust | Mr Chris Bowring | 01592 712812 | 01592 712762 | chrisbowring@fife-pct.scot.nhs.uk |
| 12. Forth Valley Acute Hospitals NHS Trust | Mr Alistair Gillon Head of Estates |
01786 434001 | 01786 450588 | JMcIlwai@SRI.Scot.NHS.UK |
| 13. Forth Valley Primary Care NHS Trust | Mr Ian Kinloch Land and Asset Manager |
01324 404233 | 01324 562367 | Ian.kinloch@zdnetmail.co.uk |
| 14. Grampian University Hospitals NHS Trust | Mr Gary Mortimer Head of Estates |
01224 552185 | 01224 840629 | gary.mortimer@arh.grampian.scot.nhs.uk |
| 15. Grampian Primary Care NHS Trust | Mr G Donald Trust Redevelopment Agency Manager |
01224 557362 | 01224 557488 | gerry.donald@ghc.grampian.scot.nhs.uk |
| 16. North Glasgow University Hospitals NHS Trust | Irene Somerville | 0141 211 2279 | 0141 211 1850 | ktaggart@wghut-nhs.org.uk |
| 17. South Glasgow University Hospitals NHS Trust | Frances Wrath | 0141 201 1297 | 0141 201 1275 | No e-mail address |
| 18. Greater Glasgow Primary Care NHS Trust | Mr Tom Campbell | 0141 211 3770 | 011 211 3790 | tomc@gartnavel.glacomen.scot.nhs.uk |
| 19. The Yorkhill NHS Trust | Mr Jonathan Bryden Deputy Director of Finance |
0141 201 0873 | 0141 201 0471 | gcarmichael@yorkhill.scot.nhs.uk |
| 20. Highland Acute Hospitals NHS Trust | Mr Douglas Seago General Manager |
01463 705 151 | 01463 711 322 | douglas.seago@raigmore.scot.nhs.uk |
| 21. Highland Primary Care NHS Trust | Mr John Bogle Facilities Support Manager |
01955 605050 | 01955 604606 | hpct.cgh@virgin.net |
| 22. Lanarkshire Acute Hospitals NHS Trust | Mr Louis Howson | 01698 364111 | 01698 376671 | LHowson2@law.lanark-hb.scot.nhs.uk |
| 23. Lanarkshire Primary Care NHS Trust | ||||
| 24. Lothian University Hospitals NHS Trust | Ms Sheila King Planning Manager |
0131 536 3602 | 0131 536 1001 | |
| 25. Lothian Primary Care NHS Trust | Mr Colin Waters Estates Co-ordinator |
0131 536 7369 | 0131 536 7471 | |
| 26. West Lothian Health Care NHS Trust | Mr Howard Royston Estates Manager |
01506 419666 | 01506 418214 | HowardRoyston@wlt.scot.nhs.uk |
| 27. Tayside University Hospitals NHS Trust | Mr Jim Leiper Head of Estates |
01382 632329 | 01382 646320 | Johnr@dth.scot.nhs.uk |
| 28. Tayside Primary Care NHS Trust | Mr David Charles | 01382 423104 | 01382 423064 | dcharles@liff.tpct.scot.nhs.uk |
| Island Health Boards | ||||
| 29. Orkney | Ms Judi Welldon PS/Ms Julie Tait |
01856 885420 | 01856 885411 | Julie.tait@orkney-hb.scot.nhs.uk |
| 30. Shetland | Mr John Matthewman Estates & Facilities Manager |
01595 696767 | 01595 696 727 | John.Matthewman@shetland-hb.scot.nhs.uk |
| 31. Western Isles Mainland Health Boards |
Mr Tom Spencer | 01851 704704 | 01851 705262 | Tom.spencer@wihb.scot.nhs.uk |
| 32. Argyll and Clyde | Mr John Williams Financial Accountant |
0141 842 7375 | 0141 842 7348 | John.williams@achb.scot.nhs.uk |
| 33. Ayrshire and Arran | Mr Richard North | 01292 513 804 | 01292 513 825 | Richard.north@aapct.scot.nhs.uk |
| 34. Borders | Ms Lorna Paterson Assistant Planning Manager |
01896 825513 | 01896 823401 | Bordershb@compuserve.com |
| 35. Dumfries and Galloway | Mr Les Callaghan Board Secretary |
01387 272704 | 01387 252375 | Lcallagh@dghb.scot.nhs.uk |
| 36. Fife | Mr D Elder Corporate Services and Facilities Manager |
01334 421 004 | 01334 652210 | jgough@fife.hb.scot.nhs.uk |
| 37. Forth Valley | ||||
| 38. Grampian | Ms Pat Jenkin | 01224 663456 Ext 75289 |
01224 404014 | Pat.Jenkin@ghb.grampian.scot.nhs.uk |
| 39. Greater Glasgow | Mr Stephen Robertson | 0141 300 8024 | 0141 300 8001 | Srobertson@jamesbarr.co.uk |
| 40. Highland | Mr Forbes C Duthie Financial Controller |
01463 704925 | reception@ms.highland-hb.scot.nhs.uk | |
| 41. Lanarkshire | ||||
| 42. Lothian | Mr Douglas King Legal and Property Services Manager |
0131 536 9089 | 0131 536 9088 | Douglas.King@lhb.scot.nhs.uk |
| 43. Tayside | Mr D J Clark Director of Finance |
01382 424016 | 01382 424003 | Dclark@thb.finix.org.uk |
| Others | ||||
| 44. State Hospitals | Mr A D Lithgow Estates Manager |
01555 841351 | 01555 840116 | AndyL@tsh.org.uk |
| 45. Scottish Ambulance Service | Mr Brian Watt Planning Manager |
0131 446 7041 | 0131 446 7001 | Bwatt@scotamb.co.uk |
| 46. Common Services Agency | Ms Denise Booth-Alexander | 0131 551 8608 | 0131 551 8107 | denise.booth@hq.csa.scot.nhs.uk |