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 building consultancy ▪ Education sector specialists ▪ Expert in: – Estate strategies – Funding – Capital project delivery ▪ Extensive knowledge of DfE & alternative capital funding streams ▪ Delivered > 800 construction projects www.S2e.org.uk
1. Introduction to S2e www.S2e.org.uk
1. Introduction to S2e www.S2e.org.uk
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 www.S2e.org.uk
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? www.S2e.org.uk
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 www.S2e.org.uk
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 www.S2e.org.uk
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 www.S2e.org.uk
2. Capital Funding – How it has Evolved LA Schools 2000 ▪ Capital control / liabilities / DFC allocation BSF Programme 2003 ▪ £45bn over 15 years ▪ Rebuild & refurb of secondary schools ▪ Primary Capital Programme ▪ Problems Arrival of ACMF/CIF 2010 ▪ Focus on existing buildings ▪ Shift in liabilities ▪ MAT’s and SCA Allocations Education Funding is Constantly Evolving 2020 www.S2e.org.uk
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 www.S2e.org.uk
3.1 Backlog & Planned Maintenance www.S2e.org.uk
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 www.S2e.org.uk
4. In Summary Priority DfE Schools SCA CIF HPCF PSBP Complex Building Projects Prog. Section T-Level Sources of Funding 106 Grammar Basic Operating SALIX SNCF School Leases Need Expansion www.S2e.org.uk
Discussion www.S2e.org.uk www.S2e.org.uk
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