Presentation to Post Primary Review Working Group Development Proposals & Capital Allocation Process 14 August 2003 DEVELOPMENT PROPOSAL PROCEDURES Jacqui Loughrey LEGISLATION Article 14 of the Education and Libraries (Northern Ireland) Order 1986, as amended CIRCUMSTANCES REQUIRING DEVELOPMENT PROPOSALS n to establish a new grant-aided school; n to have an existing school recognised as a grant- aided school; n to discontinue an existing grant-aided school; n to make a significant change in the character or size of a grant-aided school; n to make any other change which would have a significant effect on another grant-aided school. CONSULTATION Prior to publication of the Development Proposal n the Sponsor must consult with Boards of Governors, parents and teachers n Education and Library Board must consult with all schools likely to be affected by the proposal STATUTORY DEVELOPMENT PROPOSAL PROCEDURES n provide for a 2-month objection period n all views and objections are given careful consideration DECISION Minister considers all Development Proposals Decision based on, for example:- - education merit - impact on neighbouring schools - views of ETI - evidence of consultation - representations made during 2-month period ISSUES Clear need for - strategic planning and management - new thinking - radical solutions CAPITAL ALLOCATION PROCESS Sean Johnston Procurement Routes n Conventional: Design – Bid – Build, with DE providing the capital funding. n Design & Build: Involvement of contractor in design and building of school. DE provides capital. n Public Private Partnership: Private sector provides funding, designs, builds and operates the school for 25 years. Overview of Key Steps n School Authorities identify need for major capital investment. n DE assesses need and allocates priority – only Categories 1 – 3 are considered for capital funding. n Capital Priorities Planning List is published on DE website in July each year. n Options for each Cat. 1 – 3 scheme identified and economic appraisal(EA) completed – EA has to be approved by DE, in the case of the ELB’s and written by DE in all other cases. n Publish Contenders List. n Allocate funding. Definition of Categories * Category 1: Substantial unmet demand caused by insufficient places to accommodate pupils at suitable schools in a defined area. * Category 2: Rationalisation proposals which provide for replacement of sub-standard accommodation & which is essential to effect the rationalisation. * Category 3: Schools that suffer significantly from several serious accommodation inadequacies. * Category 4:Schools with general sub-standard non-specialist accommodation including post-primary schools with a shortfall in PE facilities. * Category 5: Overcrowding and undue reliance on temporary accommodation not considered to be sub-standard. Timetable n 30 June: School Authorities Notify Department of their priorities. n 31 July: Department publishes Capital Priorities Planning List. n 1 October: Cut-off date for publication of Development proposals for schemes due for capital funding. n 31 October: Cut-off date for submission of economic appraisals from ELB’s. n 31 January: Cut-off date for schemes to meet criteria for Contenders List (includes EA’s written by DE). n February: Publish Contenders List. n February/March: Publication of Capital Allocations. Criteria to be on Contenders’ List n Have an approved economic appraisal. n Have an approved Development Proposal, where required. n Have a site, or acquisition of the site virtually complete. Prioritisation of Schemes n CONDITION – Physical state of the school and reflects the degree and extent of deficiencies, including structure and health & safety. n SUFFICIENCY - Largely dealt with through Cat 1 & 2 prioritisation – but also includes consideration of the number of mobiles. n SUITABILITY – Refers to appropriateness of facilities for teaching and learning. n Prioritisation carried out with input from technical advisers and Education & Training Inspectorate. Pattern of Investment Investment in Post-primary Schools from 1995/96 to 2003/04 95/6 96/7 97/8 98/9 99/0 00/1 01/2 02/3 03/4 Number of 8 4 5 4 6 6 11 12 17 Schools Spend 32.4 36.0 36.2 28.6 45.2 42.2 108.3 106.4 197.8 (£m) Key Strategic Issues n Managing the whole schools estate – not just the exceptions on the Capital Priorities Planning List. n Increasing investment (especially PPP) - embedding the existing pattern of provision. n Speeding up Procurement and improving value for money. n Demographic decline/rationalisation/unfilled places. n Statutory obligation to support & facilitate and encourage integrated & Irish-medium education (extra provision) whilst demand in other sectors decline. n Building Handbook Standards – curriculum, ICT, better design opportunities.
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