Presentation to Post Primary Review
Development Proposals & Capital
14 August 2003
Article 14 of the Education and Libraries
(Northern Ireland) Order 1986, as amended
n to establish a new grant-aided school;
n to have an existing school recognised as a grant-
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.
Prior to publication of the Development
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
n provide for a 2-month objection period
n all views and objections are given careful
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
Clear need for
- strategic planning and management
- new thinking
- radical solutions
n Conventional: Design – Bid – Build, with
DE providing the capital funding.
n Design & Build: Involvement of contractor
in design and building of school. DE
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.
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
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,
n Have a site, or acquisition of the site
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
of 8 4 5 4 6 6 11 12 17
Spend 32.4 36.0 36.2 28.6 45.2 42.2 108.3 106.4 197.8
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
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
n Building Handbook Standards – curriculum, ICT, better design