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- 1. Introduction to S2e
Optimum Learning Environment For Your Pupils Martin Hier BSc (Hons) - - PowerPoint PPT Presentation
Optimum Learning Environment For Your Pupils Martin Hier BSc (Hons) - - PowerPoint PPT Presentation
Developing & Funding The Optimum Learning Environment For Your Pupils Martin Hier BSc (Hons) MRICS Richard Coe BSc (Hons) MRICS Directors Surveyors to Education www.S2e.org.uk www.S2e.org.uk 1. Introduction to S2e Chartered
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- 1. Introduction to S2e
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- 1. Introduction to S2e
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Agenda
1.
Estate Challenges
▪ How to expand ▪ Nursery provision ▪ Lease funding & modular design ▪ Sports Hall provision
2.
How Capital Funding Has Evolved
3.
Estate Challenges (cont.)
▪ Backlog & planned maintenance ▪ Re-brokering new academies
4.
Summary: Sources of Funding
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1.1 How to Expand - S106 Funding
▪ Common Challenge:
– New housing developments affect pupil numbers – LA’s statutory duty to ensure sufficient pupil places – Roughly 1,000 houses = 1 form entry
▪ Solutions:
– What is planned locally? – Could your school grow - feasibility study or masterplan
▪ Funding:
– Basic Need Provision – CIF expansion – Section 106 (Developer contributions) Approx. £15k / pupil – Unspent funding due to complexities – Some LA’s are sitting on huge contributions – what is your LA sitting on?
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1.2 Nursery Provision
▪ Challenge:
– New nursery provision on primary school site
▪ School Benefit:
– Seamless link from Early Years to Primary – Attraction / status / income generation
▪ Funding:
– LA / school surpluses – SNCF – Operating lease
▪ Project Delivery:
– Modular construction underway – £380k for 240m2 (£1,500/m2) – Control of design
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1.3 Lease Funding & Modular Design
▪ Challenge:
– Replacement of existing hired classroom facilities
▪ Benefits:
– Reduced annual costs
- Hire £205k vs operating lease £177k
▪ Funding:
– Operating lease and school reserves
▪ Project Delivery:
– 1.3m modular construction – Full PM support
- Procurement
- Lease guidance & design
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1.4 Sports Hall Provision
▪ Challenge:
– Need to create additional sports and exam hall space
▪ Benefits:
– School and community use – Additional revenue
▪ Funding:
– Local Authority support & school funds – Centre of Excellence & operating lease
▪ Project Delivery:
– 1.4m traditional method of construction – Full PM support
- Procurement
- Lease guidance & design
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- 2. Capital Funding – How it has Evolved
2000
LA Schools
▪ Capital control / liabilities / DFC allocation 2003
BSF Programme
▪ £45bn over 15 years ▪ Rebuild & refurb of secondary schools ▪ Primary Capital Programme ▪ Problems 2010
Arrival of ACMF/CIF
▪ Focus on existing buildings ▪ Shift in liabilities ▪ MAT’s and SCA Allocations 2020
Education Funding is Constantly Evolving
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3.1 Backlog & Planned Maintenance
▪ Challenge:
– SCA capital allocation for MAT’s – How do I plan & spend it wisely?
▪ Example:
– MAT’s with £500k - £4m annual spend rather than CIF
▪ Solution:
– Condition surveys – 5 - 10 year maintenance planning – Tracked expenditure
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3.1 Backlog & Planned Maintenance
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3.2 Re-brokering & Taking on New Academies
▪ Challenge:
– Leicestershire MAT encouraged to take on failing SAT – SAT requires improvement – Approached by RSC – Due diligence / condition liabilities – Over £1m of backlog maintenance identified
▪ Solutions:
– S2e worked with Trust to formulate capital funding strategy – S2e & Trust negotiated with DfE Complex Projects Team – Obtained > £1m to address backlog – Roof replacement / block demolition / upgrading electrics
▪ New Project:
– New 16 classroom block on demolished site – Funding through S106 / Basic Need Provisions / SCA
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- 4. In Summary
DfE Complex Projects
Priority Schools Building Prog.
Section
106
CIF SCA HPCF
Sources of Funding
T-Level
PSBP
Basic Need
SNCF
Operating Leases
SALIX
Grammar School Expansion
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