Building Schools for the FutureBuilding Schools for the Future

Maximising the OpportunitiesMaximising the Opportunities

Monday 8Monday 8thth February 2010 February 2010By: Alison Butcher – Programme DirectorBy: Alison Butcher – Programme Director

• Introduction• Context of Walsall’s BSF Programme• Maximising Opportunities in BSF – Workshop

Exercise:– Brainstorm partners’ expectations service delivery on

or near school sites– Brainstorm investment plans that may support

delivery– Summary / Conclusions– Next steps

Workshop Outline:Workshop Outline:

Transforming Learning in Walsall Programme:• At the moment - a collection of programmes on

one level:– Building Schools for the Future (BSF)– Primary Capital Programme (PCP)– Academies

• …and so much more than this…

Introduction:Introduction:

• The Transforming Learning in Walsall Programme is:– A Once in a lifetime journey– A lasting change – when children and young people have the

desire to learn and achieve good qualifications

– The creation / enhancement of learning communities that provide a range of ways to learn, promote excellence and pride within Walsall

– The creation of places where children, young people and adults are inspired to learn

• Building Schools for the Future is at the heart of the Transforming Learning in Walsall Programme

Introduction:Introduction:

BSF is:• Biggest single investment in Secondary Schools

for 50 years• A Secondary Schools transformation programme

An opportunity to transform learning and opportunities (eg through co-locating services)

• A new procurement approach to manage large-scale investment to maximise value for money (eg by joining up investment streams

BSF Principles:BSF Principles:

2003

2004200

5200

6200

72008

2009

2010

2011

2012201

3201

4201

52016

2017

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15

Wave 6a – Walsall in Pre Engagement Phase commenced

Wave 7 – Walsall’s Expression of Interest submitted

BSF Waves – Historical ArrangementBSF Waves – Historical Arrangement

BSF Principles:BSF Principles:

…now selected on the basis of readiness to deliver

• The Authority sets up a Local Education Partnership (LEP) to bring together:– The Local Authority– Private Sector Partner (PSP) – a collection of

companies (including builders, facilities management, ICT managed service and other services)

– Building Schools for the Future Investments LLP (BSFI)

BSF Principles:BSF Principles:

BSF Principles:BSF Principles:Local

Authority

Local Education

Partnership(LEP)

Design & Build Maintenance

Sub-Contractors

Strategic Partnering Board (incl Partners, Schools,

PCT etc)

Building Schools for the Future Investments (BSFI) (10%)

Local Authority (10%)

Private Sector Partner (80%)

ICT Sub ContractorPFI Project

Company (SPV)

Design & Build Sub Contractor

Hard Facilities Management

Sub Contractor

Soft Facilities Management

Sub Contractor

Senior Lenders

Other Equity Investors

Shareholders Agreement

BSF Strategy for Change

Strategic Partnering Agreement

Local Authority

Local Education

Partnership(LEP)

Design & Build Maintenance

Sub-Contractors

Strategic Partnering Board (incl Partners, Schools,

PCT etc)

Building Schools for the Future Investments (BSFI) (10%)

Local Authority (10%)

Private Sector Partner (80%)

ICT Sub ContractorPFI Project

Company (SPV)

Design & Build Sub Contractor

Hard Facilities Management

Sub Contractor

Soft Facilities Management

Sub Contractor

Senior Lenders

Other Equity Investors

Shareholders Agreement

BSF Strategy for Change

Strategic Partnering Agreement

LEP Model Structure

• BSF Process Consists of the following Stages:– Project Inception– Strategy for Change – Part 1 (‘what is to be done’)– Strategy for Change – Part 2 (how it will be done’)– Outline Business Case (for formal approval to procure)– Prepare to Procure– European Journal Advert to Invitation to Participate in Dialogue– Invitation to Submit Final Tender– Preferred Bidder to Financial Close– Construction Phase– Operation (including developing follow on projects)

• Delivery supported through use of external advisers

BSF Principles:BSF Principles:

Walsall’s BSF Programme:Walsall’s BSF Programme:• Expression of Interest – early 2008• Engaged as a Wave 6a Authority – mid • Remit Date – 17th November 2009 2008• Currently – post remit – SfC2 Stage• Strategy for Change Part 1 – final version

submitted 13th January 2010• Strategy for Change Part 2 – commenced

Draft Timetable:Draft Timetable:

Activity Proposed Dates

Remit Meeting (with Partnerships for Schools) 17 November 2009

Strategy for Change 1 (what we what to achieve) January 2010

Strategy for Change 2 (how we are going to deliver it) May 2010

Outline Business Case November 2010

Prepare to procure partner December 2010

Financial Close May 2012

Construction Phase (commences with Sample Schemes) Mid 2012

Construction Phase – non Sample Schemes Early to mid 2013

Occupation of schools commences 2013/14 onwards

Walsall’s BSF ProgrammeWalsall’s BSF Programme

• Wave 6a comprises six schools:– Alumwell Business and Enterprise College– Joseph Leckie Community College– Pool Hayes Community Schools– Shire Oak – A Science College– The Streetly School – a Specialist Sports College– Frank F Harrison Engineering College

Walsall’s BSF Programme:Walsall’s BSF Programme:

Walsall’s BSF Programme:Walsall’s BSF Programme:

Wave 6a Schools Locations

…it’s not funding all Transforming Learning in Walsall projects but can help be a catalyst

• Reduced need for stand alone facilities for sport, leisure and the arts saving on revenue costs and allowing for disposal of capital assets

• Savings across the Walsall Partnership through the co-location of services and multi use spaces allowing improved value for money

• Savings achieved through more localised targeted delivery of services for example, weekly housing surgeries to deal with issues in a specific area rather than several separate visits

• Distributive services model would reduce the need for centralised services

• By exploiting co-location and new technology, savings could be achieved in revenue costs and disposal of capital assets

Wider savings and benefits could be achieved across the council and by our partners by joining up the BSF programme with other initiatives to provide local services and co-location. Although these are at early stages of development, some potential benefits are listed as follows:

Maximising Opportunities through BSF

Joining up Funding Opportunities through BSF

BSFBSFBSFBSF

Some basic scope not funded by BSF but funding contribution expected from

Authority to deliver the core BSF vision eg swimming pools

Additional scope (eg co-locations and partnerships) not funded by BSF and funding expected from

Authority / other funding sources

BSF Core Vision and Scope – the main school buildings and site

Existing Opportunity in DevelopmentExisting Opportunity in Development

Example:

HealthTec Plans at Alumwell School• HealthTec is a resource centre that is designed to link into the

national school curriculum for health and social care (see http://www.ideasforlife.tv/watch/101 for an interesting video on this)

• Project augments Alumwell’s BSF Vision well in terms of health curriculum and values and vision for a learning campus

• Early delivery of part of a master plan on the Alumwell site• Demonstrates innovative thinking • Encourages wider regeneration in an around Junction 10

How can you help us to Maximise Opportunities?How can you help us to Maximise Opportunities?

Partners - help us to help you:

• Clarify / identify change projects that you have that may benefit and are capable of being joined with other programmes.

• Identify where and how these could be joined to BSF delivery on or around schools sites.

• Think beyond Wave 6a schools as well – this should be a “change masterplan” for the borough.

• If you have an idea – let us know!

• We can help test the viability of ideas site by site

• Sure Start facilities• Adult and community learning facilities• Sheltered accommodation• Social and affordable housing• Leisure facilities• Facilities for health and other community • Services – such as ICT and Facilities

Management..and so much more…

If Scoped – the LEP could deliver not If Scoped – the LEP could deliver not only schools but…only schools but…

Maximising Opportunities in BSF:– Brainstorm partners’ expectations service

deliver on or near school sites– Brainstorm investment plans that may support

delivery– Summary / Conclusions– Next steps

Workshop Exercise:Workshop Exercise:

THANK YOU FOR PARTICIPATINGTHANK YOU FOR PARTICIPATING

Questions?Questions?

Contact Details:Contact Details:

Alison ButcherAlison Butcher

butchera@walsall.gov.ukbutchera@walsall.gov.uk

01922 65548901922 655489