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Maintaining and improving the built
environmentSupporting teaching and
learning
Mark Brunet, Education Buildings OfficerOctober 5 2015
Agenda• Identifying need• Prioritising - strategically• Sources of funding• DFC (Devolved Formula Capital grant)• LCVAP• Other sources of funding• Considerations• Questions
Identifying need• Sufficiency
– Net capacity; LA responsibility (?)• Condition
– Site walks; Survey to confirm• Suitability
– SLT; curriculum driven
Sufficiency
Sufficiency• Net Capacity• Building Bulletin 103 – June 2014
– Updated areas from BB 98 & BB 99– Smaller spaces!
• Spreadsheet• LA responsibility to report to DfE• Basic Need – LA funded (local area, not
individual school)
Net capacity input
Condition
Condition Rating
A. Good. Performing as intended and operating efficiently
B. Satisfactory. Performing as intended but exhibiting minor deterioration
C.Poor. Exhibiting major defects and/or not operating as intended.
D.Bad. Life expired and/or serious risk of imminent failure.
Condition Priority
1. Urgent – will prevent immediate closure of premises and/or address an immediate risk to the health and safety of occupants and/or remedy a serious breach of legislation.
2. Essential work required within two years that will prevent serious deterioration of the fabric or services and/or address a medium risk to the health and safety of occupants and/or remedy a less serious breach of the legislation.
3. Desirable work required within three to five years that will prevent deterioration of the fabric or services and/or address a low risk to the health and safety of occupants and/or remedy a less minor breach of the legislation.
4. Long term work required outside the five year planning period.
Condition• Rating + Priority• e.g. D1 – serious, needs addressing now• C2 – needs doing in a couple of years or
will become D1...
Top tip: Ask a surveyor to assess!
D1 ?
Ownership• Governors are custodians of the school...
Suitability
Goose Green, Falkland Islands" by John5199 - Flickr: Goose Green, Falkland Islands. Licensed under CC BY 2.0 via Commons
In a pilot study by the University of Salford and architects, Nightingale Associates, it was found that the classroom environment can affect a child’s academic progress over a year by as much as 25%.
P.S.Barrett, Y. Zhang, J. Moffat and K.Kobbacy (2012). "An holistic, multi-level analysis identifying the impact of classroom design on pupils' learning." Building and Environment.
SuitabilityA. Unable to teach the curriculum – most likely to be associated with
numbers & types of teaching spaces available. There should be enough spaces to accommodate all pupils for the whole of the curriculum.
B. Teaching methods inhibited – unsuitability of spaces may mean that the schools’ preferred teaching methods are inhibited.
C. Management or organisation of school affected adversely – unsuitability of spaces and/or the way they relate to each other may affect the organisation or management of the school.
D. Pupil or staff morale or pupil behaviour affected adversely – unsuitability of spaces may affect staff or pupil morale or pupil behaviour.
Suitability
Prioritising• Cost• Benefit• Affordability• Sustainability (ongoing)
Top tip: Create a strategic buildings plan (and review regularly)
Sources of funding• DFC• LCVAP• Other government grants• LA• Parents• Sponsorship• Partnership• Non-government grants
DFC• Devolved Formula Capital Grant• Formulaic; given directly to schools• 10% of cost must come from other sources
(governors, revenue budget...)• 3 year shelf-life• £2,000 de minimis• Must account for annually (failure to make a
return means it will be clawed back)
LCVAP• LA Co-ordinated VA Programme• Shared between dioceses• Co-ordinated by LA• Annual (LA amounts confirmed until 2017 – 2018; flat
cash)• Can mix with DFC (and other funding)• £2,000 de minimis• 10% of LCVAP element funded by governors*.• Paid to school on application
* modernised schools & PFI schools – 50%
Using a consultant• Pro’s
– Will prepare bid– Will administer contract– May have responsibility for things that go
wrong• Con’s
– Cost– Flexibility
Top tip: Review consultant from time to time!
LCVAP timetable• Autumn term – bids by December 11• Dec / Jan - provisional project list• Feb – allocations confirmed to LA’s• March 14 – Diocesan Finance Committee• March 15 – confirmation to schools• Feb 28 2017 – deadline for claims for
2016 / 2017
2016
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January 1st: New Year's Day, March 25th: Good Friday, March 28th: Easter Monday, May 2nd: Early May Bank Holiday, May 30th: Spring Bank Holiday, © Calendarpedia®
August 29th: August Bank Holiday, December 25th: Christmas Day, December 26th: Boxing Day, December 27th: Substitute day www.calendarpedia.co.uk
2017
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January 1st: New Year's Day, January 2nd: Substitute day , April 14th: Good Friday, April 17th: Easter Monday, May 1st: Early May Bank Holiday, © Calendarpedia®
May 29th: Spring Bank Holiday, August 28th: August Bank Holiday, December 25th: Christmas Day, December 26th: Boxing Day www.calendarpedia.co.uk
Easter
16/17 allocations
EasterHalf Term Half
Term
Half Term
SummerSummer
Allocations to EFA
Christmas
Christmas
Last cash claims for
16/17 Aim to claim all including retentions
Prioritising LCVAP bids1. Health and safety and basic DDA provision
2. Condition issues which would result in the closure of a school (e.g. failed boilers, leaking roofs etc)
3. Other condition issues
4. Suitability improvements where existing buildings are a barrier to delivery of the curriculum
5. Suitability improvements which would have a positive impact on the running of the school
LCVAP process• Prepare bid; cost as far as practicable• Ensure governor contribution available• Submit bid by deadline
Top tip: Match your project to the diocesan priorities!
LCVAP application form• www.abeducationservice.org.uk/ViewArticl
e/?section=Resources&id=356&subsect=Head Teacher Resources
• Under Head Teacher resources and Governor Resources
LCVAP Paperwork process – getting approval
Apply EFA for approval to
proceed to tender / get approval
Get tenders
Submit Tender report Certificate
If needed, agree additional costs and submit EFA
application
Can apply for fee costs here
OR
Apply for approval to proceed to
work / get approval
Get tenders; if too high, talk to
diocese
Top tip: Remember – “Under NO circumstances will a claim be accepted where corrective fluid has been used” !
< £500k> £500k
LCVAP Paperwork process – work stages
Place order(s); do the work
Any contingency should be removed as early as sensible. Please keep the diocese informed!
Claim stage payments
Typically, there will only be one or two of these.
Complete work; claim 97.5%
Claims for the financial year to be submitted by end March.
Release retention; claim balance
Final costs claim – accompanied by original, receipted invoices!
Top tip: Keep receipted invoices as you go along
Other sources of funding• Other government grants• LA• Parents• Sponsorship• Partnership• Non-government grants
Other considerations
Everyone talks in “100% figures”...
This means...
Governors have to find 10% of that
Top tip: Remember – you only get cash for 90% of the total!
A governor’s perspective
John Donohue
Chair of Governors
St Peter’s Catholic Primary School
East Grinstead
Other considerations• CDM (Construction (Design and
Management) Regulations• Project Management• Cash Flow• Negotiations• Timing• Due Diligence
Other considerations• VAT• Asbestos• Fees• Contingency• Retentions
Other considerations• Playing fields – LA responsibility
– (But to what extent?)• AWP / MUG’s
– Do NOT qualify for LCVAP– But peripherals might! (fencing?)
Questions?• What if we become an academy?• What if we can’t find the 10%?• Can we phase projects?• Why only one project per school?• What if the tenders are too high?• ... Your turn!
