| 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 |
