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Presentation on Development Proposals and Capital Allocation

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					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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