The Ethical Property Foundation is the UK property advice charity for the voluntary sector. Every year we support hundreds of not-for-profits with property advice and training. This Survey takes just 6 minutes to complete. Thank you so much for helping us build  a vivid picture of the key property trends and issues affecting our sector: we will use the results to brief funders, policymakers and regulators when published later this year. The Foundation  gratefully acknowledges support from Tudor Trust, City Bridge Trust and Russell-Cooke Solicitors.  

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* 1. What part of the charity sector do you primarily work in (e.g. if you work more than one sector please select your primary activity)

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* 2. How many properties do you occupy?

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* 3. What type of property does your charity occupy? (Please select all that apply)

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* 4. If you lease property do you lease from the following? (Please tick all that apply)

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* 5. Please indicate your charity’s income in the past year

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* 6. What percentage of your charity's total annual expenditure is spent on property costs?

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* 7. Has your charity received property management training/education in last three years?

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* 8. Have you taken professional property advice in the last three years?

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* 9. Does your charity have a strategy for how it deals with its property needs?

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* 10. Please select yes, no or don't know to the following statements about your property management processes

 
Future property needs are aligned to the business planning cycle
The effectiveness of property management service providers is regularly assessed for cost and performance
A report on all aspects of property management, performance, impacts and risks is regularly made to the Trustees
There is a suitably skilled individual within the organisation who has responsibility for property management
Risk assessments are made covering management and any impacts.
There is a comprehensive list of all property occupied by the charity
There is a comprehensive annual budget plan for property income and expenditure
The charity maintains a designated capital fund to deal with cyclical maintenance and/or structural repairs

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* 11. Property issues are a signficiant risk to our charity's future sustainability.

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* 12. Property issues are a barrier to our charity's ability to deliver our charitable objectives

To what extent do you agree with the following statements:

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* 13. Our charity has a good level of knowledge and understanding with regards to property management. 

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* 14. Select one of the following statements below that applies to your charity:

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* 15. Please indicate which of the following issues have been significant for your charity in the past three years.

 
Costs or compliance difficulties arising from health and safety, enviromental, access and other regulations
Cost/accessibillity of professional advice 
Finding suitable, affordable premises 
Unforseen maintenance, service charges or major repair costs
Poor quality building affecting staff retention 
Cost of compliance with energy standards 
A dispute with the landlord e.g. rent, lease, dilapidations 

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* 16. Please outline any other property issues your charity has faced in the last three years:

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* 17. Which of the following statements best reflects your charity’s approach to environmental management of your buildings:

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* 18. If you are a tenant, to what extent are you aware of the Government Regulations on Minimum Energy Performance Standards (MEES) which currently prevents new lettings of premises which fail to meet a minimum standard of Energy Peformance Certificate (EPC) and that this will extend to all lettings by 2023? Please tick as appropriate

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* 19. What measures do you take to ensure that your workplace(s) are managed to maximise the social wellbeing of you and your colleagues. Please tick all that are apply

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* 20. What is your role in the charity?

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* 21. Do you operate nationally, regionally or locally?

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* 22. In which region is your headquarters located?

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* 23. If you selected London, please select which borough your main office is located in?

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* 24. I would like to receive a copy of the report detailing the findings of this survey

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* 25. I would like to receive newsletters and other information from The Ethical Property Foundation

 
Contact us if you ever need advice about your premises at www.propertyhelp.org

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