Spending Well on School Places

Transcription

1 Spending Well on School Places Department for Education & Educational Building & Development Officers Group Macdonald Burlington Hotel, Birmingham Thursday 13 th September 2018

2 Welcome Lindsay Harris Deputy Director Capital Strategy & Intelligence Division Department for Education Rob Thomas Leicester City Council Chair of EBDOG National Committee

3 Agenda Time Item Speaker am Registration am Welcome Lindsay Harris (DFE) Rob Thomas (EBDOG) am Case Studies: Capital Efficiency Best Practice Steven Jenks (Bradford Council) Chris Jennings (East Riding of Yorkshire Council) Steve Clow (Hampshire County Council) am Sharing good practice in delivering school places Lord Theodore Agnew Parliamentary Under Secretary of State for the School System am Refreshments am School Design Quality Ann Bodkin (DfE) pm DfE Strategic Planning Initiatives Samantha Powell (DfE) Liz Pickering (DfE) pm Lunch / Networking pm Workshop pm 2.15pm Refreshments pm Workshop pm Sharing Best Practice Q&A Panel DfE / EBDOG members

4 Case Studies: Capital Efficiency Best Practice

5 Spending Well on School Places Conference Steven Jenks Senior Project Manager Education Client Services Thursday 13 th September 2018 EBDOG North-East Chair

6 Introduction Summary of Discussion points Timelines Forecast Place Planning Procurement Addingham Case Study EBDOG North-East Chair

7 Timelines Linear Development Process EBDOG North-East Chair

8 Forecast Modelling Place Planning Accuracy School Finance Expansion Selection Decision Making OFSTED Rating/Popularity EBDOG North-East Chair

9 Procurement Choice and flexibility Local Frameworks Local conditions National Contractors EBDOG North-East Chair

10 Addingham Primary Case Study EBDOG North-East Chair

11 Addingham Primary Case Study EBDOG North-East Chair

12 Addingham Primary Case Study Summary Improved School outcome Enhanced LA Asset Future DSP use Good VfM EBDOG North-East Chair

13 Case Studies: Capital Efficiency Best Practice

14 Capital Investment Spending Well on School Places 13 th September 2018

15 Welcome Chris XXXX Jennings XXXX XXXX XXXX Paul Bird Principal Asset Officer Principal Architect

16 Introduction 47,000 children 150 schools (81% maintained) Average number on roll is % of primary taught in mixed aged classes The smallest school has 22 children the largest 2154

17 Design In-house delivery Wide ranging experience, multi-disciplined team

18 Design Client Groups Local Govt Central Govt Bluelights Academies Charities Local Knowledge Experience Customer Focussed Accountability East Riding of Yorkshire Building Design Team Additional Consultant Support via Yor Consult Framework managed by ERYC In-House Delivery Team Benefits Architects Building Surveyors Quantity Surveyors Project Managers Engineers

19 Design Themes 1980s-90s Make spaces work harder Spending Well on School Places

20 Design Themes 2000s Make the whole building work harder Spending Well on School Places

21 Design Themes Make the site work harder- eg Mixed Use Development Spending Well on School Places

22 Procurement Yorbuild Cost Led Procurement National Benchmarking Agility Early Planning

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24 Review Shaping the Future Monthly Education Board Capital Board Overview and Scrutiny

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26 Follow up Importance of: EBDOG ESFA Asset Management Plan BIM Know your estate

27 Questions Paul Bird XXXX XXXX XXXX Chris Jennings XXXX Principal Architect Principal Asset Officer

28 Case Studies: Capital Efficiency Best Practice

29 DfE / EBDOG Conference Birmingham Spending Well on School Places A Local Authority Perspective 13 September 2018 Steve Clow Assistant Director - Property Services

30 Every Pupil in a Hampshire School is a Hampshire Child

31 An Holistic Approach The Asset Lifecycle 1. Maximising the funding 2. Designing an efficient building 3. Sharing knowledge and collaborating 4. Securing capacity to construct 5. Maintaining the legacy

32 Hampshire Schools in Numbers 1.3m Residents 540+ Schools 170,000+ Pupils 196m Capital Programme over 3 years 100m Repairs and Maintenance over 3 years

33 Hampshire Property Services 500 In-house staff 40m+ Service budget Of which, 10m for public sector Partners 97% of Schools purchase a service (including 30 Academies) 10,000 buildings on 1,000 sites 2,000 hectares of County Farms 270m of value from land sales over 10 years 350m of schools condition liability 40% of floor area in system build

34 Maximising the Funding (Developers) Earliest possible engagement with developers Partnership working with planning authorities Robust negotiations with evidence basis for costs Sites secured for new build schools (at no cost) Comprehensive feasibility to identify abnormal costs 100m+ of developers contributions secured over 10 years

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37 Designing Efficient Buildings Common approach where possible (shared design) Programmes of work with contractors Compact and economic planning Design to the funding envelope without local resources (maximising developers contributions and basic need) Recycling capital receipts looking for disposal opportunities to contribute

38 The Butts Primary School

39 Primary Shared Design

40 Deer Park Free School (Secondary)

41 Deer Park Free School (Secondary) Kier Ground Floor Plan

42 Deer Park Free School (Secondary) DEER PARK SECONDARY SCHOOL

43 DEER PARK SECONDARY SCHOOL

44 Sharing Knowledge and Collaborating It will be better together Cost benchmarking national study 6 Years of completed buildings data All costs normalised a genuine comparison 2.4bn of school projects 126,000 Primary school places Data from 126 local authorities, plus ESFA Publicly available Detailed analysis to enable comparison and benchmarking

45 National School Delivery Cost Benchmarking Primary, Secondary & SEN Schools Report Part One Report Context Contributing Authorities Context We are grateful to all Local Authorities who have contributed projects to this study. In addition to data submitted directly from authorities, we are also grateful to have received a new sample from the Education and Skills Funding Agency (ESFA) of ESFA capital programme schemes. The list below shows the areas covered by the study. Birmingham City Council Bradford Metropolitan District Council Brighton & Hove City Council Bristol City Council Buckinghamshire County Council Bury Metropolitan Borough Council Calderdale Metropolitan Borough Council Cambridge City Council Cambridgeshire County Council Central Bedfordshire Council Cheshire West and Chester Council Chichester District Council City of York Council Cornwall Council Coventry City Council Cumbria County Council Daventry District Council Derby City Council Devon County Council Doncaster Metropolitan Borough Council Dorset County Council Durham County Council East Riding of Yorkshire Council East Sussex County Council Elmbridge Borough Council Epsom & Ewell Borough Council Essex County Council Gateshead Metropolitan Borough Council Halton Borough Council Hampshire County Council Hartlepool Borough Council Hertfordshire County Council Isle of Wight Council Kent County Council Kingston upon Hull City Council Lancashire County Council Leeds City Council Leicester City Council Lewes District Council Lincolnshire CountyCouncil Liverpool City Council London Borough of Barking and Dagenham London Borough of Barnett London Borough of Brent London Borough of Bromley London Borough of Camden London Borough of Croydon London Borough of Ealing London Borough of Enfield London Borough of Hammersmith & Fulham /London Borough of Harrow London Borough of Havering London Borough of Hillingdon London Borough of Hounslow London Borough of Islington London Borough of Kensington and Chelsea London Borough of Lambeth London Borough of Lewisham London Borough of Merton London Borough of Newham London Borough of Redbridge London Borough of Richmond upon Thames London Borough of Southwark London Borough of Sutton London Borough of Tower Hamlets London Borough of Waltham Forest London Borough of Wandsworth London Borough of Westminster Luton Borough Council Manchester City Council Medway Council Norfolk County Council North East Lincolnshire Council North Lincolnshire Council North Somerset Council North Tyneside Metropolitan Borough Council North Yorkshire County Council Northampton Borough Council Northamptonshire County Council Northumberland Council Nottingham City Council Nottinghamshire County Council Oldham Metropolitan Borough Council Peterborough City Council Plymouth City Council Portsmouth City Council Reigate and Banstead Borough Council Rotherham Metropolitan Borough Council Royal Borough of Greenwich Royal Borough of Kensington and Chelsea Salford City Council Sandwell Metropolitan Borough Council Sheffield City Council Shropshire Council Slough Borough Council Somerset County Council South Gloucestershire Council Southampton City Council Spelthorne Borough Council St Helens Metropolitan Borough Council Stafford Borough Council Staffordshire County Council Stockport Metropolitan Borough Council Stockton-on-Tees Borough Council Stoke-on-Trent City Council Suffolk County Council Sunderland City Council Surrey County Council Swindon Borough Council Tameside Metropolitan Borough Council Thurrock Council Torbay Council Trafford Metropolitan Borough Council Wakefield Metropolitan District Council Warrington Borough Council Warwickshire County Council West Sussex County Council Wigan Metropolitan Borough Council Wiltshire Council Windsor and Maidenhead Council Wirral Council Wokingham Borough Council Wolverhampton City Council Worthing Borough Council Reading Borough Council Redcarcar and Cleveland Council 126 Local Authority Areas covered across England Please Note Markers display the spread of Local Authorities who have contributed, they do not indicate exact locations. EBDOG February 2018

46 National School Delivery Cost Benchmarking Primary, Secondary & SEN Schools Part Two Primary Schools Annual Cost Trajectory Primary school gross costs as a whole sample have decreased by 19% since 2012, after indexing, The sample size of 2016 projects has increased from the 2017 data capture giving more confidence to the figures. The graph indicates that 2014 and 2015 represented the lowest point of the gross costs trends which has since increased in 2016 and There are a number of reasons for the fluctuations evidenced in the cost trajectory over the last five years (Graph 1, right) which are outlined below. New Development Projects built on greenfield sites with 100% of the works being new build have seen a steady reduction in gross costs over the last five years, equating to a 21% reduction since The positive trend indicated is likely to be as a result of the adoption of a standardised approach to design; More delivery through collaborative arrangements and adopting a more cost driven approach. Graph 1 Primary School Gross Costs per m² In 2016 the new build Gross cost rose slightly which is considered to be a reflection of the market conditions, Brexit and the impact of the increase in housing output on prevailing prices. Re-Build & Extension Extensions to existing school buildings, new teaching blocks and re-built schools on existing sites have seen an increase in gross costs over the last two years. A number of factors influence this trend (N.B. page 10 dataset used as comparator): Whilst the sample contains a large number of projects these tend to be of small to medium size extensions with average floor areas up to 1400m 2. This reduces the cost benefits experienced by larger schemes. The market has seen 4.3% (RICS, BCIS TPI) inflation since 2016 and although the figures within this report are indexed for the effect of inflation, it is believed market factors are not yet being reflected in the indices to account for market pressures in terms of labour and material costs. Refurbishment Due to the varying nature of refurbishment projects it is difficult to draw conclusive results from the cost trajectory. Due to a small sample size in 2016, there is a lower level of confidence in the data and 2017 data only had one project so a provisional trend is shown pending more data. Figure 1 (right) displays the average costs per year alongside the number of projects in each year banding. EBDOG February 2018

47 National School Delivery Cost Benchmarking Primary, Secondary & SEN Schools Part Two Primary Schools Re-Build & Extension Summary Re-Build & Extension projects are formed from a combination of new blocks, extensions to existing schools and re-build projects on the existing site. In most cases there are elements of demolition and some projects include refurbishment work to existing buildings. In total, 385 Re-Build & Extension projects were submitted to the study, Graph 4 (right) displays the gross and nett costs per m² for these projects. A detailed breakdown is shown on page 14. Graph 4 Re-Build & Extension Gross & Nett Costs per m² The sample includes 111 ESFA schemes submitted by the ESFA, these projects include local authority contributions where applicable. The Butts Primary School, Hampshire County Council Nett Cost Per M2 Linear (Nett Cost Per M2) Gross Cost Per M2 Linear (Gross Cost Per M2) 1,353m² 5.14m² 41wks 2,791 1,939 14,164 average floor area average GIFA per pupil place Key Definitions Re-Build & Extension Location Factor Any project where over 50% of the works being undertaken are All costs have been normalised to a common average price level using New build, where the site used is not to, or the same as the regional location factors published by BCIS to accord with the UK Mean Existing site adjacent including new build blocks onto existing 100 Index taken at November 2017 Buildings and rebuilds, means extension which include elements Of demolition Further definitions of key terms and footnotes outlining how the data has been treated can be found on page 31. average contract period average gross cost average nett cost average cost per pupil place Inflation All costs have been updated to the latest Building Cost Information Service (BCIS) ALL-IN Tender Price of Index (TPI) of 1 st Quarter 2017 of 288 Index taken from August 2017 data forecasts. This adjusts costs for inflation. VAT is excluded throughout. EBDOG February 2018

48 Sharing Knowledge and Collaborating (contd) Regular dialogue/information sharing between EBDOG and DfE/ESFA Property Services Cluster (contd) - Hampshire, Reading, Surrey and West Sussex - 5 year programme to delivery Primary School Places - 13,000+ school places delivered - Common Programme Office - Framework Contractors working with the local authorities Partnership with the Isle of Wight Local Delivery for the DfE - PSBP2 - New Free Schools

49 Securing Capacity to Construct Batching projects into programmes Creating a forward pipeline on an annual basis Collaborative Construction Frameworks Southern Construction Framework and Intermediate Construction Framework SCF - 2bn+ turnover in 4 years Contractor performance management Available to all public sector organisations

50 Maintaining the Legacy Service Level Agreement with schools pooled resources Annual risk/condition/budget setting cycle Programmes of work with local and regional contractors System buildings long-standing approach to re-clad and refurbish (SCOLA)

51 Scola Re-cladding Freegrounds Junior School Perspective towards rear elevation

52 But One Size Doesn t Fit All

53 Oakwood School

54 SEN Schools Rowhill School

55 New Children s Home

56 Masterplanning / multiphase site redevelopment Park Community School

57 Lord Theodore Agnew Parliamentary Under Secretary of State for the School System

58 Refreshments Tea and Coffee is now served in the Horton Bar area

59 EBDOG conference : Spending Well on School Places School design quality Ann Bodkin Capital Standards and Assessment September 2018

60 Overview School design and construction documents Priority issues of design quality Standards for school premises Area guidelines Strategic and detail design guidance Output Specification Design quality matrix Design quality support and questions

61 School design and construction documents School design and construction gov.uk link to collection New collection of documents includes: Standards for school premises Area guidelines Strategic & detail design Output Specification

62 Priority issues of design quality Responds to school s duties including regulations and standards Good quality spaces to support educational needs Consistent quality to support efficient operation of the school estate Balance of architecture and environmental engineering Efficient building form Compact buildings support the school organisation Fabric First external fabric controls the comfort of the internal environment Good daylight and internal transparency Good acoustic and design for ventilation Robustness - easy and resource efficient to operate and maintain

63 Standards for school premises Strategy Brief Concept Design Technical Design Construction Handover In Use to For Local Authorities, school leaders and governing bodies to help understand their obligations and duties in relationship to the School Premises Regulations 2012 and Education (Independent School Standards) Regulations 2010 Advice on standards for school premises (2015)

64 Area guidelines Strategy Brief Concept Design Technical Design Construction Handover In Use to Defines the functional area of the range of school spaces Area guidelines for mainstream schools (2014) : BB103 Area guidelines for SEND and alternative provision (2015) : BB104

65 Strategic & detail design guidance Strategy Brief Concept Design Technical Design Construction Handover In Use to Acoustic Design of Schools Performance standards (2014) : BB93 Ventilation, Thermal Comfort and Indoor Air Quality (2018) : BB101 Lighting design for schools including Daylight Design Guide Fire Safety in new and existing buildings Guidance for the needs of the school, to support teaching, learning and the operation of the school To assist building professionals, school leaders and governing bodies

66 Acoustic Design Good acoustics vital for retaining knowledge To allow for clear communication between pupils and teacher Acoustic standards (2015) : BB93 Building Regulations reference Defines the internal wall construction standards Use for new build and refurb

67 Ventilation Design Good indoor air quality is critical for health and hygiene Poorly ventilated classrooms - concentration levels fade within 10mins Typical solutions use hybrid ventilation or cross ventilation i.e. ventilation in winter with boost to ventilation in summertime Single-sided natural ventilation is relatively ineffective

68 Daylight Design Daylight benefits learning & wellbeing Research shows children need 3 hours daily to help prevent the development of short sight Beneficial to mental health Bring daylight into the heart of the building Balanced light to the back of the classroom Demonstrated using climate based daylight modelling (CBDM)

69 Output Specification Strategy Brief Concept Design Technical Design Construction Handover In Use to Two suites of documents and tools that form the requirements for the design and construction of school building projects Generic Design Brief and Technical Annexes School Specific Brief and Annexes

70 Design quality matrix Strategy Brief Concept Design Technical Design Construction Handover In Use to Design Quality Matrix - RAG-rated evaluation of design quality criteria. Covering the six key design principles in the Output Specification 2017: Functionality, health & safety, a standardised approach, future proofing, minimum life expectancy and sustainable design & construction.

71 School design quality support & questions Please contact the Design Team with your clarifications and for support on school design quality and standards Questions? Ann Bodkin Capital Standards and Assessment

72 EBDOG conference : Spending Well on School Places Department for Education Strategic Planning Initiatives Samantha Powell, Head of Forward Planning Liz Pickering, Regional Forward Planning Manager 13 th September 2018

73 Overview DfE Planning team Forward Planning priorities Influencing Local Plans Developer Contributions Strategy Pupil yield research and guidance Questions

74 DfE Planning Team The DfE Planning Team provides advice and expertise across all aspects of town planning on the delivery of new, expanded and replacement schools. The team of 15 professional planners focusses on two areas: Operational Planning Individual projects and sites, working with internal and external partners to ensure that planning permission is secured Forward Planning Strategic initiatives to promote the delivery of sites and funding for schools, influencing national and local planning policy, seeking to secure developer contributions, and working closely with partners in other government departments and external bodies.

75 Forward Planning priorities Developer contributions guidance Local Plan/SPD consultations HIF 1. Influencing LPAs/ Local Plans 2. Strategic Engagement 3. Developer Contributions Strategy Strategic meetings Matching housing sites to pipeline schools

76 Influencing Local Plans From emerging to adopted plans Evidence base and Infrastructure Delivery Plans Site allocations Planning policies to aid delivery SPDs - CIL/S106, design Implementation - efficient school delivery

77 Developer Contributions Strategy Helping LAs to substantiate and secure contributions - need for robust evidence and LA engagement with respective planning teams Production of pupil yield and developer contribution guidance

78 Pupil yield and developer contributions research Distribution of questionnaire responses

79 Key issues raised by local authorities Competing infrastructure priorities S106/CIL regime Financial risk Feasibility Special educational needs

80 Pupil yield evidence Different approaches Sample size issues Build rate assumptions Utilising the National Pupil Database?

81 Proposed new guidance on pupil yields and developer contributions Issues to consider National pupil yield dataset Contributions necessary regardless of basic need allocations Exemptions for affordable housing Pupils with SEN Costs of providing school places Safeguarding more land New settlements

82 What next? Consultation ends 8 th October National planning guidance for education Pupil yield data Final non-statutory DfE guidance on establishing pupil yields from development and securing developer contributions Any questions?

83 Lunch Lunch is now available in the Horton Bar area. Please make sure you are in your workshop room ready for a 1.15pm start

84 Spending Well on School Places Question & Answer Session

85 Rob Thomas (Chair) Peter Colenutt Catherine Jenkins Graham Olway, MBE Steven Jenks Panel Members Leicester City Council, Chair of EBDOG National Executive Committee Head of Strategic Development for Children's Services and Adults Health & Care, Hampshire County Council, EBDOG Head of Pupil Place Planning, Capital Group, Strategy & Intelligence Division, Department for Education Head of School Organisation, Capital Planning & Transport, Education & Skills Directorate, West Sussex County Council, EBDOG Senior Project Manager, Education Client Services, City of Bradford Metropolitan District Council, EBDOG Marie-Elise Howells

86 Spending Well on School Places Department for Education & Educational Building & Development Officers Group Thank you for all your participation today. Please don t forget to leave your evaluation sheet.