MAT Capital Funding Network. 28 January 2015

Transcription

1 MAT Capital Funding Network 28 January 2015

2 Terms of Reference for the Group Online Forum EFA Executive Update HSE Health and Safety Update Strategic Premises Development Planning Procurement of Professional Advice Plenary Session

3 Purpose of Group

4 Share Learn Support Challenges and Opportunities what does best practice look like becoming more collegiate

5 Purpose is open to all multi sponsors of independent state funded schools The forum is managed and organized by its members and all work and activities are purely voluntary. an opportunity to share best practice, exchange knowledge and, where needed, form a single voice to discuss issues or concerns with the DfE or national agencies Aims provide members with opportunities to explore how to develop an effective, efficient and economically sustainable estate

6 Online Forum James Miller Ormiston Academies Trust

7 Founded in 2008, Yammer was acquired by Microsoft Corporation in 2012 and is now part of the Microsoft Office Division Social network that brings together people, conversations, content and data in a single location Yammer Basic is free to use and can be upgraded in the future

8 Posting questions Commenting on questions Polling Uploading documents Key word Searching of discussion threads Alerts Phone App for Android, Apple and Windows

9 Closed group for MATs (MAT addresses only) Cate has ed all of the network an invitation Self administration for passwords Self administration for posting messages

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11 EFA Executive Update

12 MAT Health and Safety Update Lisa Skinner HM Inspector of Health and Safety Janet Francis HM Principal Inspector of Health and Safety

13 Strategic Premises Development Planning Andrew Redmond Academies Enterprise Trust Stuart White Barker Associates LLP

14 Condition improvement fund Priority schools building programme Demographic growth / basic need Compliance Rationalisation Emergency funding

15 Data, Data, Data Professional advice (Well I would say that wouldn t I!) Impartial fact based assessment Comparative The Evidence Speaks for Itself

16 Internal and external surveys Mechanical and electrical surveys Safeguarding assessments Health & safety priorities Costs

17 Asbestos management Legionella risk assessments Fire risk assessments Fixed wiring tests Gas safety Etc. etc.

18 100 Academies Surveyed how many compliant?

19 Net capacity assessment (NCA) Numbers on role (NOR) Published admission number (PAN) Demographic data

20 Budgetary constraints Directing to need rather than want Equitable distribution

21 Compliance Safeguarding Condition priority Health & safety risks School closure potential External works first

22 Programme Impact School holidays safety, procurement and cost Planning permission Licence to alter Associated works - opportunity cost Project clusters scale efficiency Maintenance and energy costs

23 Discussion

24 Procurement of professional advice and building contractors Paul Atkinson The Kemnal Academies Trust Justin Slater Navigant

25 How many schools do you have, how large and where are they? What resources, expertise, leadership capacity is available at school level? How large is your trust team? What resources, expertise is available to work on the estate and is this likely to change? How far into implementing a change strategy are you? Do you know you liabilities / have up to date condition data on your schools? Do you have existing supplier / framework relationships? Have you recently delivered and benchmarked a significant building programme?

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28 Regional TAs tend to: Provide a better value more responsive partnership service Not have credentials to get on National Frameworks Depend on the education as core business Regional TA s tend not to: Want to provide national coverage Adopt the latest solutions unless steered EFA not likely to do national service framework contracts Suggests a non mandatory Framework open to MATs with selected regional TAs

29 Avoid Duplication Select experienced MATs to lead and piggyback of them Set up for data consistency and investment analytics, including template standardisation Supports internal governance transparency on MAT funding allocations Provide information in a format that adds value to EFA Value from frameworks is in the scoping set-up AND benchmarking / contract management / reporting Selection of Services: those that are of a specialist nature e.g. surveys

30 41 Academies accumulated since Primary 15 Secondary South East but still 10 local authorities 4 PFI Academies

31 Relationships exist with current suppliers Service level agreements with LA s established Expertise not within the Trust Principles of VFM stressed Procurement policy and procedures followed Repair/construction locally Surveying consultancy consolidating Not yet at OJEU limits but maybe soon

32 Building information at the Centre Decision making more than at a whim Planned programmes to be in place AY 2016 Proactive not reactive Time to be thinking about frameworks FAMILIAR TO OTHER TRUSTS?

33 Procurement Guidance Support to MATs Phil Crotty Education Funding Agency

34 Where do MATs feel the service gaps / needs are? Do you support MATs scoping their Frameworks to provide call off access to the MAT community? Are there areas that a specific MAT only national / regional framework should be set up now that obligates take-up possibly using a CIC? What level of information do MATs expect from the Framework provider? Are MATs prepared to contribute to set-up? (operation costs can come from supplier contributions)

35 Plenary Session & Next Steps