BSF Capability Statement

Capability Statement

EducationBuilding Schools for the Future

September 2008

Building Schools for the Future Page 1

Contents

Contents

• Introduction

• Offices

• Background

• Services

• Experience

• References

• Why Choose Summers-Inman?

• Further Information

Introduction

Introduction • Summers-Inman is a multi-discipline Practice providing Quantity

Surveying, Project Management, Building Surveying, CDM Coordinator, Health & Safety Consultancy and Clerk of Works Services from 8 offices throughout the UK.

• The Practice is the result of the merger in 2002 of Summers &

Partners (Est 1920), traditionally based in the North of England and Scotland and WC Inman & Partners (Est 1926), based in London and West Midlands.

• The Offices are managed through a regional structure comprising

Scotland (Glasgow and Edinburgh), The North (Newcastle and Leeds), The Midlands (Leicester and Stafford) and the South (London and Luton)

• The Practice has a staff of 155 and a turnover in the last financial

year of £9 million. • The largest office is in Newcastle upon Tyne, which is also the

administrative Head Office. Approximately 45 staff are involved in all aspects of the Public and Private sectors throughout the UK including Health, Education, Commercial, Industrial, Residential, and Leisure projects. The single biggest project to date has been the £150 million redevelopment of the Inland Revenue Estates in Longbenton carried out under PFI.

• The Practice has a high level of IT capability with all offices

networked. Exchanges of documents and technical information are carried out through a dedicated intranet. The ‘in-house’ IT Team, Summers-Inman Technology and Communications (SITC) has developed Project Extranet systems so that all parties to a particular project can access and download information without the need for paper copies.


Office Locations


Background

Since the 1920’s Summers-Inman has been heavily involved in school building programmes with local authorities, diocese, and directly with School Governors. Following the Scottish Schools PPP Programme launch in 2001 and then the launch of BSF in 2003, Summers-Inman has created education teams in each of its four regions. Building on an already impressive CV of schools projects the Practice thought that it was important to invest in training and recruitment in several key areas to maximise its opportunities in this sector: - • Whole Life Costing – it was recognised that a key driver in

government spending policy was in the direction of basing decisions on best value over the life of a building asset. PFI has this ethos at its very heart, however we saw this also reinforced in OGC Guidance for the spending of all public money. From the Practices first Whole Life Cost Appointments in the 1980’s, Summers-Inman has developed a strong pedigree in delivering these services. Our cost models have evolved in line with OGC Guidance and now follow the UK supplement to BS ISO 15686-5 Part 5: Lifecycle Costing which was published this summer.

• Sustainability – it was recognised that to really add value to the

team our cost advisors would need to have an in-depth knowledge of sustainability measurement tools such as BREEAM. The Practice has therefore invested in training many of our senior cost planners to understand the most cost effective way of accruing the points to achieve the clients required sustainability standard. Our BREEAM points tracker tool specifically developed for the purpose ensure that the sustainability is not just bolted on when the design is complete.

• Renewable energy – local authorities have targets to hit with

regard to the reduction of carbon emissions and the production of energy from renewable sources. We have seen, during the course of the last few years, project targets imposed by local authority either directly as a client or through the planning process. It was vitally important therefore for the practice to understand the cost implications (both capital and whole life) of renewable energy solutions to ensure a full participation as a valued team member

• Specialist Services Cost Advice – following the publication the

Schools Building Bulletins it was obvious that the cost of the services installations in schools would dramatically increase. It was therefore extremely important for the Practice to employ specialist M&E Quantity Surveyors.

The Practice successfully provides consultancy services in the education sector to Local Authorities, Consortium Bidding Teams, Contractors and Funders. This document should, hopefully, provide you with an insight into the knowledge and experience the Summers-Inman education team. Mark Dutton, Director September 2008


Services

To Local Authorities Technical Advisor Our knowledge of the BSF process and our experience of working with Local Authorities, Diocese and Independent schools ideally place us to advise on all financial aspects of the Building Schools for the Future Programme. One of our BSF Teams is currently working with Mott Macdonald advising in relation to the Northumberland Academy Business Cases/Feasibility Studies Our education specialists have been preparing feasibility studies and business cases for schools in accordance with local and central government requirements long before BSF was introduced. Our in-house cost data together with our knowledge of the building bulletins will ensure the production of a robust business case.

To Bidding Teams Capital Cost Advisor Our Education Team is fully aware of the dedication and effort required to be part of a successful bidding team. Recent near misses such as StaG and West Dumbartonshire PPP and successes such as Clackmannon Schools PPP is sound experience to build on. Whole Life cost Advisor Our WLC models are prepared in accordance with OGC Guidelines and with the new supplement to BS ISO 15686-5. By incorporating all of the requirements of BREEAM our models and our service will provide two points under BREEAM also Estimators Quantities Our teams of measurement surveyors are used to hitting the strict deadlines imposed by the procurement process and build strong relationships with estimating departments. Most of this workload is repeat business, which is a testament to the quality of our staff. Works Package Quantities Prepared to a procurement schedule our quantities can be structured to comply with the Standard Method or strict Cost Codes. All work can be issued in electronic format via CITE or Excel. Priced packages can be imported into our database, which can then benchmark pricing levels to highlight continuous improvement.


Services

To the Local Education Partnership Independent Certifier/Tester Currently providing these services on 9 major NHS LIFT Programmes. The experience and process of delivering this service on NHS LIFT can be transported directly to BSF. Employers Agent Summers-Inman have many experienced contract administrators conversant with all of the main standard forms of contract such as JCT and NEC. Where required these services can be supported by our Clerks of Work. Programme Monitor When required our project managers have been appointed by the LEP with the specific role of providing a regular independent assessment of progress on site. Health & Safety Advisor Our Health & Safety Consultants are there to advise all clients through their obligations under the Construction (Design & Management) Regulations. Our team in Newcastle have also recently been appointed by Aura Newcastle to design and implement a system of performance standards for CDM duty holders to be audited against. Performance Monitor Our cost modellers have been appointed on many PFI projects after financial completion to put in place and administer many forms of performance measurement systems. These have taken the form of KPI systems and payment mechanisms for FM Contractors.

To Funders Project Monitoring Services Our project monitoring teams have worked for all the major lenders on a wide variety of projects across the United Kingdom.



Experience

Education Experience Both Summers & Partners and WC Inman & Partners have a long tradition of servicing the education sector at all levels including the Primary, Secondary, Further and Higher education tiers, since being established in 1920 and 1926 respectively. Summers-Inman have been involved in all facets of servicing the education sector with our appointments coming through councils, private consortiums, contractors and the schools themselves, providing services such as: –

• Full Quantity Surveying/Cost Management

• Feasibility Studies

• Estimators Quantities

• Works Package Quantities

• Whole Life Costing Exercises

• Employers Agent

• Project Manager

• CDM Coordinators/Planning Supervisors

• Monitoring Surveyors

Recent Secondary Education Experience Part of Consortium Teams for: –

• South Tyneside & Gateshead BSF (StaG)

• West Dumbartonshire PPP

• Newcastle BSF

• Gateshead PFI

• Doncaster Single School Pathfinder BSF

• Clackmannan Schools PPP Whole Life Costing Advisors on: –

• Northumberland County Council Single Partner Framework

• West Dumbartonshire PPP Bid

• Doncaster Single School Pathfinder BSF Bid Technical Advisors to: –

• Northumberland Hirst Academy

Experience

Quantity Surveyors to: –

• Diocese of Hexham and Newcastle

• Yarm Independent School

• Dioscesan Board of Education

• Staffordshire County Council (20+ school projects in last 3 years)

• Leicester City Council (10+school projects in last 3 years)

• City of Sunderland Monitoring Surveyors: –

• Transform School (North Lanarkshire) Limited PFI

• Stoke Schools PFI Project Managers for: –

• North Tyneside Council CDM Coordinators for: –

• Northumberland County Council Single Partner Framework

• North Tyneside Council

Other Relevant Experience Quantity Surveyors to: –

• Stockton Sixth Form College

• New College Durham Independent Certifiers/Testers on: –

• Bury, Tameside & Glossop NHS LIFT

• Barnsley NHS LIFT

• Doncaster NHS LIFT

• Solent LIFT

• Camden & Islington NHS LIFT

• Liverpool & Sefton NHS LIFT

• Hornsley Central NHS LIFT

• South West Hampshire LIFT

• Barnet & Harringey NHS LIFT



Experience

Relevant projects Carried Out or Underway this Year…

Date Title Value Service Client

Current (Design)

Hirst Academy, N/land

£44M Part of Technical Advisor Team providing cost advice

Northumberland County Council

Current (Design)

Stockton 6th Form College

£25M QS & CDM-C services for new campus development, including demolition of existing college in phased programme.

Stockton 6th Form College

Current (Site)

AURA BSF Newcastle

£100m Strategic health and safety risk management advisor, specifically developing performance standards for CDM duty holders to be audited against.

AURA BSF Newcastle Local Education Partnership.

Current (Design)

Teddington School, Richmond

£26M Quantity Surveyor and Employers Agent

London Borough of Richmond upon Thames

Current (Site)

Hexham SEN £7M Whole Life Cost Consultant, CDM-C services


Current (Site)

Blyth PLF £25M Whole Life Cost Consultant, CDM-C services on programme of 5 schools


Current (Design)

Calderdale schools £12M Cost Consultants (capital and whole life) for a programme of 4 primary schools

Calderdale Council

Current Harrow Schools £13M Preparation of Quantities

for pricing on programme of improvements to 4 schools

Kier Southern

Current Richard Rose

Academy, Carlisle £27M Preparation of Quantities

for pricing Kier Group

Current Samworth

Academy, Nottinghamshire

£21M Preparation of Quantities for pricing

Marriott Construction

2008 Woodchurch

Academy, Wirral £20M Preparation of Quantities

for pricing Kier North West

2008 Grimsby Academy £18M Preparation of Quantities

for pricing Kier Group

References

It’s nice to get some Feedback… “In conclusion, Summers-Inman is a practice of professional, capable and proactive quantity surveyors and managers. They resourced our project with the right calibre and right level of resource at all times. I therefore have no hesitation in recommending Summers-Inman.” Iain Betham Capital Planning, PFI & Investment North Tyneside Council “ Peter and his team showed a real willingness to work collaboratively with the College and the design team to ensure that the project was delivered on time and on budget and to a quality that met our expectations. I am happy to endorse Summers-Inman as a practice of professional, capable and proactive quantity surveyors. They resourced our project with the right calibre of staff at all times and I have no hesitation in recommending Summers-Inman.” Ian Walton Director of Finance and Corporate Services New College Durham “I can confirm our satisfaction with the quantity surveying services provided by Summers-Inman. We have frequently and regularly employed the Practice over the last four years under the University's Framework Agreement. Most latterly, Summers- Inman have provided the cost management consultancy on our £I8m Transport House project, with Peter Carruthers leading the consultant team, Colin Burdon and his team providing the day-to-day cost management, and Philip Ross providing specialist services cost control. I am happy to endorse Summers-Inman as a Practice of professional, conscientious and very capable quantity surveyors.” Clare Rogers Director, Estate Support Services Newcastle University


Summary

Why Choose Summers-Inman?

• Summers–Inman have considerable experience in all aspects of the cost, procurement, management and control of the projects that we undertake for both public and private sector clients.

• Summers–Inman have experience of working under the

conditions imposed when working as part of a bidding team and understand the commitment required.

• Summers–Inman have an understanding and experience of the

BSF and Academies procurement and delivery process.

• Summers–Inman are a firm of assessed capability in the provision of Quantity Surveying, Building Surveying, Project Management, and CDM Coordinator under ISO 9001, and all our professional services are conducted in accordance with our Registered Quality System.

• Summers–Inman ensure that the Director or Associate

responsible maintains an active involvement throughout the commission to achieve the necessary quality of service and level of commitment required throughout any project.

• Summers–Inman are a fully committed and proactive member

of the Project Team.

• Summers–Inman have the experience and technical resource to handle small or large schemes and fast-track projects.

• Summers–Inman care passionately about the quality of service

provided. In the final analysis, the quality and effectiveness of service depend on the character and application of the individuals involved and their ability to relate to others, together with their technical expertise. Our teams are specially selected, not only for their professional competence but also for their personal energy, drive and team-building attributes, which are vital ingredients in the successful fulfillment of their role.


Contact

Further Information For further information regarding Summers-Inman please contact: Mark Dutton BSc MRICS Director Summers–Inman 62 The Drive Gosforth Newcastle upon Tyne NE3 4AR Tel: 0191 284 1121 Fax: 0191 285 5340 Email: [email protected]
