Building Schools for the Future - UK 2009-2023

Table of Contents

1. INTRODUCTION 4

2. EXECUTIVE SUMMARY AND FUTURE PROSPECTS 6

3. EDUCATION SPENDING AND CONSTRUCTION OUTPUT 11

• 3.1 OVERVIEW 11
• 3.2 TOTAL EDUCATION SPENDING 11
  • 3.2.1 DCSF Spending 13
• 3.3 EDUCATION CAPITAL INVESTMENT 13
  • 3.3.1 Early Release of DSCF Funding - March 2009 15
• 3.4 CONSTRUCTION OUTPUT IN THE EDUCATION SECTOR 18
  • 3.4.1 Outlook for Education Construction Work 19
  • 3.4.2 Education Output - Government Targets and Progress to Date 21
  • 3.4.3 Major Education Construction Programmes 23

4. THE BUILDING SCHOOLS FOR THE FUTURE PROGRAMME 25

• 4.1 OVERVIEW AND BACKGROUND TO THE BSF PROGRAMME 25
• 4.2 INVESTMENT IN BSF 25
  • 4.2.1 Future Costs 28
• 4.3 HOW BSF WORKS 28
  • 4.3.1 BSF Waves 1-3 29
  • 4.3.2 BSF Waves 4-6 35
  • 4.3.3 BSF Wave 7 and Beyond 39
• 4.4 GOVERNMENT TARGETS AND CURRENT STATUS OF THE BSF PROGRAMME 40
  • 4.4.1 Outlook for BSF 42
• 4.5 ACADEMIES PROGRAMME 43
  • 4.5.1 Programme Overview & Progress to date 43
  • 4.5.2 Academies Framework 2010 43
• 4.6 PRIMARY CAPITAL PROGRAMME 44
  • 4.6.1 Overview 44
  • 4.6.2 PCP Funding 45
  • 4.6.3 Roll Out of the Programme 45
  • 4.6.4 PCP Procurement 47

5. FACTORS AFFECTING THE BSF PROGRAMME 48

• 5.1 PROCUREMENT 48
  • 5.1.1 PFI 48
  • 5.1.2 Procurement Methods for BSF 48
• 5.2 PROCUREMENT ISSUES IN BSF 49
  • 5.2.1 Bidding Process in BSF 49
  • 5.2.2 Procurement Time 51
  • 5.2.3 Costs 55
• 5.3 DESIGN ISSUES 56
  • 5.3.1 Sustainability 56
  • 5.3.2 BREEAM Schools 56
  • 5.3.3 Design 58
  • 5.3.4 Local Regeneration 59
  • 5.3.5 Prefabrication and Offsite Techniques 60

6. CONSTRUCTION INDUSTRY INVOLVEMENT IN BSF 62

• 6.1 CONSORTIA IN BSF 62
• 6.2 ADVISOR FRAMEWORKS 65
• 6.3 KEY CONTRACTORS INVOLVED IN BSF 67
  • 6.3.1 Overview 67
  • 6.3.2 Key Contractor Profiles 70

APPENDIX 1 75

TABLES AND CHARTS

• TABLE 1 BUILDING SCHOOLS FOR THE FUTURE - SUMMARY OF INVESTMENT AND BUILD PROGRAMME 2009-2020 (NO. OF SCHOOLS, WAVES AND BUDGETS) 6
• CHART 2 VALUE OF TOTAL UK EDUCATION EXPENDITURE 2004-2011 (£ BILLION) 12
• TABLE 3 DCSF SPENDING 2007 - 2011 - MIX BY RESOURCES & CAPITAL (£ BILLION) 13
• CHART 4 SCHOOL BUILDINGS CAPITAL EXPENDITURE 2007-2011 (£ BILLION) 14
• TABLE 5 EDUCATION CAPITAL ACCELERATION PACKAGE - MARCH 2009 16
• TABLE 6 LA BREAKDOWNS - SCHOOLS CAPITAL ALLOCATIONS ACCELERATED FROM 2010-11 TO 2009-10 - TOP 20 ALLOCATIONS 17
• TABLE 7 CONTRACTORS OUTPUT OF EDUCATION SECTOR WORK (PUBLIC/PRIVATE) 1998-2008 (£M) 18
• TABLE 8 SUMMARY INFORMATION - PUBLIC SECTOR SCHOOLS FUNDING 2008-11 - BY SECTOR, PROGRAMME AND VALUE 20
• TABLE 9 CONSTRUCTION ACTIVITY IN THE UK EDUCATION SECTOR - BY PROGRAMME, TARGETS & PROGRESS TO DATE JUNE 2009 E 22
• TABLE 10 FINANCIAL ALLOCATIONS UNDER BSF: CONVENTIONAL / PFI MIX 2005-2011 (£BN) 26
• TABLE 11 SCHOOL NEW BUILD, RENEWAL & REFURBISHMENT UNDER BSF - BUDGET MIX AND FUNDING ROUTE 26
• TABLE 12 FINANCIAL ALLOCATIONS FOR WAVES 1-5 OF BSF - BY LOCAL AUTHORITY, CONVENTIONAL AND PFI FUNDING BUDGET (TOP 50 LEAS) 27
• TABLE 13 BSF PATHFINDER PROJECTS - PROJECT STATUS - CONSTRUCTION DATES AND CONSORTIA MEMBERS 31
• TABLE 14 BSF WAVE 1 PROJECTS - PROJECT STATUS - CONSTRUCTION DATES AND CONSORTIA MEMBERS 32
• TABLE 15 BSF WAVE 2 PROJECTS - PROJECT STATUS - CONSTRUCTION DATES AND CONSORTIA MEMBERS 33
• TABLE 16 BSF WAVE 3 PROJECTS - PROJECT STATUS - DATES AND CONSORTIA MEMBERS / BIDDERS 34
• TABLE 17 BSF WAVE 4 PROJECTS - PROJECT STATUS - DATES AND SHORT LISTED BIDDERS 36
• TABLE 18 BSF WAVE 5 PROJECTS - PROJECT STATUS - DATES AND SHORT-LISTED BIDDERS 37
• TABLE 19 BSF WAVE 6 & 6A PROJECTS - PROJECT STATUS - DATES 38
• TABLE 20 BSF WAVES 7-15 - PROJECT STATUS / NO. OF AUTHORITIES 39
• CHART 21 CUMULATIVE NUMBER OF BSF SCHOOLS COMPLETED 2009-2014 41
• TABLE 22 BSF PROGRESS (AS AT DECEMBER 2008) - SCHOOLS PROGRAMME, LOCAL AUTHORITIES AND PROGRESS STATUS 41
• TABLE 23 PRIMARY CAPITAL PROGRAMME - FUNDING 2008 - 2012 (£M) 45
• TABLE 24 PRIMARY CAPITAL PROGRAMME - COUNCILS WITH FUNDING CONFIRMED FOR 2009/10 AND 2010/11 46
• TABLE 25 SUMMARY OF 10 KEY STAGES IN THE BSF PROCESS 50
• TABLE 26 BSF PROCESS - TIME TAKEN TO REACH EACH STAGE IN WAVES 1-5 52
• CHART 27 SCHOOLS' CARBON FOOTPRINT BY ACTIVITY 56
• CHART 28 BREEAM SCHOOLS SUSTAINABILITY RATING (%) 57
• TABLE 29 LEADING BSF CONTRACTORS AND PRINCIPAL CONSORTIA MEMBERS (DESIGN, CONSTRUCTION, FM) 63
• TABLE 30 BUILDING SCHOOLS FOR THE FUTURE - FRAMEWORK PARTNERS 66
• TABLE 31 TOP CONTRACTOR EXPERIENCE IN BSF (CONTRACTS AWARDED/PENDING - AS AT JUNE 2009) 68
• TABLE 32 BUILDING SCHOOLS FOR THE FUTURE - GLOSSARY OF TERMS 75