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					Strategic Partnering Agreement Schedule 14 Part 2 - Key Performance Indicators
Purpose
Purpose
The KPIs this Schedule will govern the Track Record test set out in the SPA. in exclusivity The exclusivity is contin gent on LEP is contin gent on the LEP being able to Schedule. The targets out brackets [] below are The bid o n and may also form [] basis of continuous improvement targets for the LEP. basis of continuous related to a PfS Programme
The KPIs in in this Schedule will govern the Track Record test set outThe the SPA. granted to the LEP granted to the the LEP being able to meet all the KPIs set out in thismeet all the KPIs setset in in this Schedule. to be targets set in bracketsthe below are to be bid o n and may also form the Where these targets are improvement targets for                                          the
Priority the numbers in brackets show the minimum acceptable target level.
LEP. Where these targets are related to a National Priority KPI the numbers in brackets show the minimum acceptable target l evel.
Areas of performance
Areas of performance
The KPIs are divided into the following categories:
(a) Partnering Services into the following categories:
The KPIs are divided
(b) Quality
(a) Partnering Services
(c) Timeliness
(b) Quality
(d) Cost
(c) Timeliness
(e) Customer Satisfaction
(d) Cost
(f) Others
(e) Customer Satisfaction
Communication of results
(f) Others
The KPIs will be reviewed annually at the SPB, and it is important that the results are communicated in a transparent manner to local stakeholders and LEP staff. The date of the Annual Review should coincide with that set in the SPA through Clause 6.6(a). The LEP should ensure that the annual results are published and displayed on project sites, in LEP offices and in a distributed
performance report to local stakeholders.
Communication of results
The KPIs will
Review of KPIs be reviewed annually at the SPB, and it is important that the results are communicated in a transparent manner. The date of the Annual Review should coincide with that set in the SPA through Clause 6.6(a). The LEP should ensure that the annual results are published and displayed on project                                                                     sites, in
LEP KPIs should in a distributed performance report to the LEP and the SPB
Theseoffices and be kept under regular review, and where bothlocal stakeholders.believe that the partnership would benefit from a change to the KPIs, the revisions should be agreed at the SPB meetings, and implemented through a change to this schedul e. For those KPIs identified below as PfS Programme Targets, a change will also require PfS approval.

[Note: These KPIs will need adjustment and revision at a local level to be consistent with the Strategic Business Case for t he Area, and the profile of the local investment programme. It may take a few years of LEP operation to achieve any meaningful targets, and authorities should bear this in mind when setting the target levels. Targets that are either unachievable or too e asy to
Review have a negative effect on project performance.]
reach can of KPIs
These KPIs should be kept under regular review, and where both the LEP and the SPB believe that the partnership would benefit from a change to the KPIs, the revisions should be agreed at the SPB meetings, and implemented through a change to this schedul e. For those KPIs identified below as National Priority
KPIs, a change will also require PfS approval.

[Note: These KPIs will need adjustment and revision at a local level to be consistent with the Strategic Business Case for t he Area, and the profile of the local investment programme. It may take a few years of LEP operation to achieve any meaningful targets, and authorities should bear this in mind when setting the
target levels. Targets that are either unachievable or too easy to reach can have a negative effect on project performance.]


                                                                                                                                                                                                                                                                                                                 Targets
                                                                                                                                                                                                                                                                                      Track record test                                                                Continuous                         National
  Area of assessment                      Objective                    Key Performance Indicator                                How measured                         Period over which KPI measured                                     New Build                                             Refurbishment                          FM Services (hard &/soft) or ICT improvement                                                      Guidance
                                                                                                                                                                                                                                                                                                                                                                                                        Priority KPIs
                                                                                                                                                                                                                                                                                                                                   managed service, where applicable
                                                                                                                                                                                                                         Level 1                       Level 2                        Level 1                    Level 2               Level 1            Level 2
1. Partnering services         To produce high quality            1.1 Quality of New Project Stage 1 Percentage of Stage 1 new project                               Rolling three year period         n/a                                 [>70%]                             n/a                       [>60%]                     n/a              [>50%]            n/a
                               proposals that meet the            proposals                          proposals approved by the Local Authority                       (measurement to exclude 'dormant'
                               requirements of the local                                             in accordance with the SPA in any rolling                       years)
                               authority and other                                                   three year period
                               stakeholders                       1.2 Quality of New Project Stage 2 Percentage of Stage 2 new project                               Rolling three year period         n/a                                 [>80%]                             n/a                       [>70%]                     n/a                    [>50%]                  n/a
                                                                  proposals                          proposals approved by the Local Authority                       (measurement to exclude 'dormant'
                                                                                                     in accordance with the SPA in any rolling                       years)
                                                                                                     three year period
                                                                  1.3 Satisfaction with partnering   Percentage of surveys passed in                                 Rolling three year period - KPI                                                    Level 1                                                                          Level 2                                  To be bid on                         Survey to be conducted annually by LEP
                                                                  services                           accordance with PfS survey guidance.                            levels achieved for a minimum of 2 [>65%]                                                                                          [>50%]                                                                    basis of                              and provided to the LA in accordance
                                                                                                                                                                     of the 3 years in such three year                                                                                                                                                                            improvements                          with PfS guidance and template survey
                                                                                                                                                                     period (rather than the average                                                                                                                                                                              in percentage                         to be found on
                                                                                                                                                                     over the three years)                                                                                                                                                                                        scores.                               http://www.partnershipsforschools.org.uk
                                                                                                                                                                                                                                                                                                                                                                                                                        /. SPBs may add extra questions to the
                                                                                                                                                                                                                                                                                                                                                                                                                        survey for internal purposes but the
2. Quality                     To achieve a high quality of 2.1 Client satisfaction of Design                  Average percentage achieved across all        Cumulative since commencement                        Fundamental:        Fundamental: [90%]                      Fundamental: [90%] Fundamental: [85%]                n/a                    n/a                     To be bid on                         Client in this KPI refers to school and
                               design in all BSF schools    Quality                                            completed schools in the post-occupancy of SPA                                                     [95%]               All criteria: [60%]                     All criteria: [60%] All criteria: [50%]                                                             basis of                              design stakeholders such as school
                                                                                                               DQI for Schools. Percentage targets have                                                           All criteria: [70%]                                                                                                                                             improvements                          staff, governors, parents, LA, Client
                                                                                                               been set for both the 'Fundamental'                                                                                                                                                                                                                                in percentage                         Design Advisers and any other
                                                                                                               category of the DQI and across 'all criteria'                                                                                                                                                                                                                      achieving .                           interested parties. BSF specific DQIs
                                                                                                               of the DQI.                                                                                                                                                                                                                                                                                              are being developed by DCSF/PfS, the
                                                                                                                                                                                                                                                                                                                                                                                                                        DQI facilitator should be sourced by the
                                                                                                                                                                                                                                                                                                                                                                                                                        LEP through PfS approved list. Target
                                                                                                                                                                                                                                                                                                                                                                                                                        calibration needs to be reviewed in
                                                                                                                                                                                                                                                                                                                                                                                                                        conjunction with development of DQIs.

                                                                  2.2 Test of conditions, suitability,         Measures of Condition, Suitability and                Cumulative since commencement                n/a                      Measures (a) 100% meets n/a                                  Measures (a) 100% n/a                             n/a                                                          Asset Management Plan in this KPI
                                                                  and sufficiency of schools                   Sufficiency as in the Asset Management                of SPA                                                                category A, (b) no A, B or                                   meets category A, (b)                                                                                           refers to the DCSF system of
                                                                                                               Plan (AMP) within 1 year of project                                                                                         C assessments and (c) has                                    no A or B                                                                                                       assessment of school condition,
                                                                                                               completion.                                                                                                                 a 100% match or better                                       assessments and (c)                                                                                             suitability and sufficiency as found at
                                                                                                               Measured as percentage of all schools that                                                                                                                                               has a 100% match or                                                                                             teachernet.gov.uk. Current link:
                                                                                                               have:                                                                                                                                                                                    better                                                                                                          http://www.teachernet.gov.uk/manageme
                                                                                                               (a) a Condition assessment of at least 'A'                                                                                                                                                                                                                                                               nt/resourcesfinanceandbuilding/schoolb
                                                                                                               for new buildings and ‘B’ for refurbishments                                                                                                                                                                                                                                                             uildings/sbamps/
                                                                                                               for all elements of all buildings;
                                                                                                               (b) a satisfactory Suitability assessment                                                                                                                                                                                                                                                                This is a standard test used by Local
                                                                                                               (such that there are no shortfalls in                                                                                                                                                                                                                                                                    Authorities to measure stock condition
                                                                                                               teaching spaces, any direct impacts on                                                                                                                                                                                                                                                                   and should be carried out by the LA
                                                                                                               education are only measured as category                                                                                                                                                                                                                                                                  within one year of scheme completion in
                                                                                                               D, and any health and safety/security                                                                                                                                                                                                                                                                    order to apply to this schedule. The
                                                                                                               problems are low); and                                                                                                                                                                                                                                                                                   data should then be collated by the LEP
                                                                  2.3 School accessibility                     Percentage of new build or major                      Cumulative since commencement                n/a                      [>90%]                             n/a                       [>90%]                     n/a                    n/a                                                
                                                                                                               refurbishment projects which achieve                  of SPA
                                                                                                               "reasonable" rating on LA access audits
                                                                                                               (based on SENDA requirements).
                               To achieve high quality of         2.5 Construction quality                     The percentage of schools completed                   Cumulative since commencement                [> 80% achieving   [> 70% achieving grade 8                 [> 80% achieving          [> 70% achieving     n/a                          n/a                     To be bid                            Targets established on national industry
                               construction in all BSF                                                         which achieve grade 8 or more on the                  of SPA                                       grade 8 on rolling on rolling average and                   grade 8 on rolling        grade 8 on rolling                                                        overall %                             benchmarks and the 50%ile from
                               schools                                                                         Construction Excellence scale of 1-10 (10=                                                         average and every every school achieving >5]                average or any            average or any                                                            achieving                             Constructing Excellence statistics.
                                                                                                               Defect Free, 8 some defects but not                                                                school achieving                                            school achieving          school achieving >5]                                                      grade 8 and
                                                                                                               significant, 5/6 = some with impact on                                                             >5]                                                         >5]                                                                                                 floor.
                                                                                                               client, 3 = major defects)
                               To achieve high quality FM 2.6 Operational service quality                      Aggregate annual payment deductions                   Rolling two year period, but over a n/a                               n/a                                n/a                       n/a                        [<10% of               [<15% of                n/a                                  Continuous improvement in service
                               services across all BSF                                                         across all operational schools contracts as           minimum of two operational                                                                                                                                    payments as            payments                                                      levels measured under customer
                               schools                                                                         % of maximum annual contract payments                 contracts                                                                                                                                                     rolling average]       deducted as                                                   satisfaction
                                                                                                               to LEP (unitary charges, service fees etc                                                                                                                                                                                                  rolling average]
                                                                                                               as the case may be)
                               To ensure that all BSF             2.7 ICT infrastructure quality               Number of BSF schools for which the First             Cumulative since commencement                < 1 school               < 2 schools                        < 1 school                < 2 schools                n/a                    n/a                     tbd                        
                               schools have high quality,                                                      Implementation Certificate (as that term is           of SPA
                               reliable ICT facilities that                                                    defined in the relevant ICT Contract) is
                               are integrated with the                                                         issued later than the Services Availability
                               building infrastructure                                                         Date (as that term is defined in the relevant
                                                                                                               PFI Project Agreement) or as the case may
                                                                                                               be later than the date on which all the
                                                                                                               Completion Requirements (as that term is
                                                                                                               defined in the relevant D&B Contract) other
                                                                                                               than the requirement to obtain the First
                                                                                                               Implementation Certificate under the
                                                                                                               relevant ICT contract have been met.


                                                                                                               Aggregate payment deductions across all Rolling two year period, but over a n/a                                             n/a                                n/a                       n/a                        [This will need to     [This will need to tbd
                                                                                                               operational BSF schools as % of maximum minimum of two operational                                                                                                                                                  be developed           be developed
                                                                                                               ICT Charges (as that term is defined in the contracts                                                                                                                                                               based on local         based on local ICT
                                                                                                               relevant ICT Contract) payable to LEP                                                                                                                                                                               ICT contract           contract specifics]
                                                                                                                                                                                                                                                                                                                                   specifics]
                                                                                                                                                                                                                                                            Targets
                                                                                                                                                                                                                                     Track record test                                                        Continuous                 National
 Area of assessment               Objective              Key Performance Indicator                        How measured                  Period over which KPI measured                         New Build                                    Refurbishment                   FM Services (hard &/soft) or ICT improvement                                              Guidance
                                                                                                                                                                                                                                                                                                                                       Priority KPIs
                                                                                                                                                                                                                                                                           managed service, where applicable
                                                                                                                                                                                   Level 1                  Level 2                  Level 1                Level 2            Level 1           Level 2
1. Partnering services   To produce high quality
                            create and maintain       2.8 Environmental performance          Environmental performance of design to be Cumulative since commencement         [< 100%] achieving [< 70%] achieving Very        [< 70%] achieving [< 50%] achieving          n/a                n/a                   For new builds          
                         proposals that meet the
                         sustainable school                                                  measured by percentage of schools         of SPA                                Very Good score    Good score on rolling         Very Good score on Very Good score on                                                 bid for a
                         requirements of the local
                         buildings, and to minimise                                          meeting or exceeding Very Good score                                            on rolling average average                       rolling average    rolling average                                                    percentage to
                         authority andwaste
                         construction other                                                  against BREEAM criteria                                                                                                                                                                                                achieve
                         stakeholders                                                                                                                                                                                                                                                                               'excellent'
                                                                                                                                                                                                                                                                                                                    grade or
                                                                                                                                                                                                                                                                                                                    improvement
                                                                                                                                                                                                                                                                                                                    in percentage
                                                                                                                                                                                                                                                                                                                    for
                                                                                                                                                                                                                                                                                                                    refurbishments

                                                                                             Environmental performance of construction Cumulative since commencement         Mean waste leaving   Waste leaving the site [<Waste leaving the Waste leaving the             n/a                n/a                   Reduce                            This reflects the Construction In
                                                                                             to be measured by tonnes of waste leaving of SPA                                the site [< 1%] of   3.5%] of total productionsite [< 3.5%] of total site [< 3.5%] of total                                            percentage                         Excellence target. This KPI should be
                                                                                             the site as percentage of total production                                      total production     output and within        production output      production output                                                 waste project                      measured using the same methodology
                                                                                             output and as % of construction value.                                          output               43m3/£100k                                      and within                                                        by project                         as for the equivalent Construction in
                                                                                                                                                                                                                                                  43m3/£100k                                                                                           Excellence KPI.
                                                                                             Energy efficiency in operation             Rolling two year period but over a   Average            Average                    Average                Average                  Average            Average         Improvements                  
                                                                                                                                        minimum of two operational           kwh/m2/school/year kwh/m2/school/year within kwh/m2/school/year kwh/m2/school/year            kwh/m2/school/ye   kwh/m2/school/yein volume
                                                                                                                                        contracts                            within +/-10% of   +/-20% of design estimates within +/-10% of       within +/-20% of         ar within +/-10%                   following
                                                                                                                                                                                                                                                                                              ar within +/-20% of
                                                                                                                                                                             design estimates                              design estimates       design estimates         of design          design estimatescalibration of
                                                                                                                                                                                                                                                                           estimates                          usage after
                                                                                                                                                                                                                                                                                                              three schools
                                                                                                                                                                                                                                                                                                              in operation
                         To minimise disruption of    2.9 Disruption of school operations Aggregate number of actual teaching hours Rolling two year period but over a       [<=100%] actual     [<=110%] actual teaching     [<=100%] actual     [<=110%] actual        [<=100%] actual [<=110%] actual      Reduction in                            For this KPI planned hours are those
                         existing educational                                             lost due to construction activity as % of minimum of two operational               teaching hours lost hours lost vs. planned as    teaching hours lost teaching hours lost    teaching hours   teaching hours      absolute                                 that are set out in Stage 1 (or OBC)
                         services in schools                                              aggregate number of planned teaching      contracts                                vs. planned as      rolling average per school   vs. planned as      vs. planned as rolling lost vs. planned lost vs. planned as number of                                proposals and as finally agreed with the
                         receiving BSF investment                                         hours lost during the Works.                                                       rolling average per                              rolling average per average per school as rolling average rolling average per teaching days                              LA at Stage 2.
                                                                                                                                                                             school                                           school                                     per school       school              lost per school                          This KPI applies only to schemes which
                                                                                                                                                                                                                                                                                                                                                       require phasing to accommodate an
                                                                                                                                                                                                                                                                                                                                                       existing operational school.

3. Timeliness            To increase the efficiency of 3.1 Development (Local Authority  The average number of calendar months          Rolling three year period         n/a                     [<12 months]                n/a                  [<12 months]            n/a                n/a                   Percentage                         Note this will need to be adjusted for
                         procuring new schools         request for New Project Proposal  (as a rolling average rounded up to the        (measurement to exclude 'dormant'                                                                                                                                           reduction in                       time taken out for public sector approval
                         infrastructure, in terms of   to Approval of Stage 1 Proposal)  nearest month) taken between the date of       years)                                                                                                                                                                      time for stage                     processes over which LEP does not
                         procurement timescales and                                      the Local Authority request for a New                                                                                                                                                                                      as rolling                         have control.
                         predictability of outcome                                       Project Proposal and the date of formal                                                                                                                                                                                    average
                                                                                         Approval of Stage 1 Proposal
                                                      3.2 Design and Procurement         Per scheme the number of calendar              Rolling three year period         n/a                     [<12 months]                n/a                  [<18 months]            n/a                n/a                   Percentage                         Ditto
                                                      (Approval of stage 1 to financial  months (rounded up to the nearest month)       (measurement to exclude 'dormant'                                                                                                                                           reduction in
                                                      close or award of contract)        taken between the date of formal Stage 1       years)                                                                                                                                                                      time for stage
                                                                                         approval and financial close or contract                                                                                                                                                                                   as rolling
                                                                                         award.                                                                                                                                                                                                                     average
                                                      3.3 Detailed design & construction Per scheme the number of calendar              Rolling three year period         n/a                     [<24 months]                n/a                  [<32 months]            n/a                n/a                   Percentage                         Ditto
                                                      (from financial close/contract     months (rounded up to the nearest month)       (measurement to exclude 'dormant'                                                                                                                                           reduction in
                                                      award to operational               taken between the date of financial            years)                                                                                                                                                                      time for stage
                                                      commencement at school)            close/contract award and operational                                                                                                                                                                                       as rolling
                                                                                         commencement at school.                                                                                                                                                                                                    average
                                                      3.4 Total project (from request of Per scheme the number of calendar              Rolling three year period         n/a                     [<42 months]                n/a                  [<48 months]            n/a                n/a                   Percentage                         Ditto
                                                      New Project Proposal to            months (rounded up to the nearest month)       (measurement to exclude 'dormant'                                                                                                                                           reduction in
                                                      operational commencement at        taken between the date of the Local            years)                                                                                                                                                                      time for stage
                                                      school)                            Authority request for a New Project                                                                                                                                                                                        as rolling
                                                                                         Proposal and the date of operational                                                                                                                                                                                       average
                                                                                         commencement.
                                                      3.5 Predictability (design and     The average percentage difference              Rolling three year period         [<5%]                   [<10%]                      [<10%]               [<20%]                  n/a                n/a                   Percentage                        Note service commencement delays
                                                      construction of school)            between planned months and actual              (measurement to exclude 'dormant'                                                                                                                                           accuracy to                        may extend beyond practical completion
                                                                                         months between financial close/contract        years)                                                                                                                                                                      improve                            delay due to need to avoid disruption
                                                                                         award and service commencement                                                                                                                                                                                             project by                         during term time.
                                                                                                                                                                                                                                                                                                                    project and as
                                                                                                                                                                                                                                                                                                                    rolling average

                                                      3.6 Predictability of total project    The average percentage difference          Rolling three year period         [<10%]                  [<20%]                      [<10%]               [<20%]                  n/a                n/a                   Percentage                        Ditto
                                                                                             between planned months and actual          (measurement to exclude 'dormant'                                                                                                                                           accuracy to
                                                                                             months between Stage 1 approval and        years)                                                                                                                                                                      improve
                                                      3.7 SPA Stage 1 New Project            service commencement Project reaches
                                                                                             Derogations for each New                   Rolling three "Stage 1"           All New Projects        One "Stage 1" is no more    All New Projects     One "Stage 1" is no     All New Projects   One "Stage 1" is      project by              
                                                      Approvals all contractural             PfS with in 4 weeks                        submissions                                               than 1 week late                                 more than 1 week                           no more than 1
                                                      derogations to be provided to PfS                                                                                                                                                            late                                       week late
                                                      with in 4 weeks of the Authorities  Derogations for each New Project are            Rolling three "Stage 1"          All New Projects       One new material issue      All New Projects     One new material        All New Projects   One new material                              
                                                      Stage 1 approval.                   complete and of appropriate quality as          submissions                                             (that PfS consider is not                        issue (that PfS                            issue (that PfS
                                                                                          measured against the Final Business Case                                                                project specific) arises at                      consider is not                            consider is not
                                                                                          submission to PfS                                                                                       FBC or greater clarity                           project specific)                          project specific)
4. Cost                  To control whole life costs 4.1 Average total cost of construction ean total cost per m2, calculated as the
                                                                                          M                                               Cumulative since commencement of n/a
                                                                                                                                                                           SPA                    [< Average Initial Project  n/a                  n/a                     n/a                n/a               Percentage                            For the purpose of this KPI School Type
                         of BSF schools across the                                        actual final total cost (at financial close for                                                         Cost per School Type / m2]                                                                                    reduction in                           is defined as: Secondary schools,
                         programme, and to produce                                        PFI, at completion for D&B Target Cost) for                                                                                                                                                                           overall                                Special schools and Pupil Referral
                         long term cost efficiency                                        new construction divided by the gross floor                                                                                                                                                                           construction                           Units. Continuous improvement targets
                                                                                          area.                                                                                                                                                                                                                 costs project                          should be applied to this cost target.
                                                                                                                                                                                                                                                                                                                by project.
                                                      4.2 Predictability of initial scheme   The percentage difference between          Rolling three year period         n/a                     Local average within +/-    n/a                  Local average within n/a                   n/a               Percentage                             For this schedule national average
                                                      design fees at Stage 1                 estimated and actual fees for non-sample   (measurement to exclude 'dormant'                         [20]% of national average                        +/- [30]% of national                                        reduction                              should be taken as that calculated from
                                                                                             schemes between commencement and           years)                                                                                                     average                                                      between                                the data held by PfS where this can be
                                                                                             approval under Stage 1                                                                                                                                                                                             estimated fees                         provided.
                                                                                                                                                                                                                                                                                                                and actual at
                                                                                                                                                                                                                                                                                                                Stage 1
                                                                                                                                                                                                                                                                                                                approval

                                                      4.3 Predictability of initial scheme The percentage difference between            Rolling three year period         n/a                     Local average within +/-    n/a                  Local average within n/a                   n/a                   Percentage
                                                      design fees from Stage1 to Stage 2 estimated and actual fees for non-sample       (measurement to exclude 'dormant'                         [10]% of national average                        +/- [20]% of national                                            reduction
                                                                                           schemes between Stage 1 and approval         years)                                                                                                     average                                                          between
                                                                                           under Stage 2                                                                                                                                                                                                            estimated fees
                                                                                                                                                                                                                                                                                                                    and actual at
                                                                                                                                                                                                                                                                                                                    Stage 2
                                                                                                                                                                                                                                                                                                                    approval

                                                      4.4 Life cycle costs                   Local average for lifecycle costs compared Rolling two year period              n/a                  Local average within +/-    n/a                  Local average within n/a                   Local average       Percentage                           Target only applied where LEP is
                                                                                             to national average                                                                                  [20]% of national average                        +/- [20]% of national                      within +/- [20]% of reduction in                         responsible for the provision of this
                                                                                                                                                                                                                                                   average                                    national average life cycle costs                        service. Data should be collected and
                                                                                                                                                                                                                                                                                                                  as percentage                        reported in all cases.
                                                                                                                                                                                                                                                                                                                  of initial capital
                                                                                                                                                                                                                                                                                                                  (in both actual
                                                                                                                                                                                                                                                                                                                  cash and NPV
                                                                                                                                                                                                                                                                                                                  terms).

                                                      4.5 Facilities management costs        Local average of FM management and         Rolling two year period              n/a                  Local average within +/-    n/a                  Local average within n/a                   Local average       Percentage
                                                      (where applicable)                     administration costs per annum compared                                                              [20]% of national average                        +/- [20]% of national                      within +/- [20]% of reduction in
                                                                                             to national average                                                                                                                                   average                                    national average costs as new
                                                                                                                                                                                                                                                                                                                  schools added
                                                                                                                                                                                                                                                                                                                  to portfolio.
                                                        4.5 Facilities management costs
                                                        (where applicable)                                                                                                                                                                                       Targets
                                                                                                                                                                                                                                         Track record test                                                        Continuous            National
 Area of assessment                 Objective              Key Performance Indicator                       How measured                   Period over which KPI measured                          New Build                                     Refurbishment                   FM Services (hard &/soft) or ICT improvement                                         Guidance
                                                                                                                                                                                                                                                                                                                                      Priority KPIs
                                                                                                                                                                                                                                                                               managed service, where applicable
                                                                                                                                                                                      Level 1                  Level 2                  Level 1                  Level 2           Level 1           Level 2
1. Partnering services     To produce high quality                                           Local average of building maintenance        Rolling two year period              n/a                   Local average within +/-     n/a                   Local average within n/a                 Local average       Percentage
                           proposals that meet the                                           costs per annum compared to national                                                                    [20]% of national average                          +/- [20]% of national                    within +/- [20]% of reduction in
                           requirements of the local                                         average                                                                                                                                                    average                                  national average costs as new
                           authority and other                                                                                                                                                                                                                                                                       schools added
                           stakeholders                                                                                                                                                                                                                                                                              to portfolio.

                                                                                             Local average of caretaking costs per        Rolling two year period              n/a                   Local average within +/-     n/a                   Local average within n/a                 Local average       Percentage
                                                                                             annum compared to national average                                                                      [20]% of national average                          +/- [20]% of national                    within +/- [20]% of reduction in
                                                                                                                                                                                                                                                        average                                  national average costs as new
                                                                                                                                                                                                                                                                                                                     schools added
                                                                                                                                                                                                                                                                                                                     to portfolio.

                                                                                             Local average of cleaning costs per annum Rolling two year period                 n/a                   Local average within +/-     n/a                   Local average within n/a                 Local average       Percentage
                                                                                             compared to national average                                                                            [20]% of national average                          +/- [20]% of national                    within +/- [20]% of reduction in
                                                                                                                                                                                                                                                        average                                  national average costs as new
                                                                                                                                                                                                                                                                                                                     schools added
                                                                                                                                                                                                                                                                                                                     to portfolio.

                                                                                             Local average of utilities costs per annum   Rolling two year period              n/a                   Local average within +/-     n/a                   Local average within n/a                 Local average       Percentage
                                                                                             compared to national average                                                                            [20]% of national average                          +/- [20]% of national                    within +/- [20]% of reduction in
                                                                                                                                                                                                                                                        average                                  national average volume as new
                                                                                                                                                                                                                                                                                                                     schools added
                                                                                                                                                                                                                                                                                                                     to portfolio
                                                                                                                                                                                                                                                                                                                     (subject to
                                                                                                                                                                                                                                                                                                                     allowances for
                                                                                                                                                                                                                                                                                                                     increased
                                                                                                                                                                                                                                                                                                                     loads from
                                                                                                                                                                                                                                                                                                                     equipment
                                                                                                                                                                                                                                                                                                                     etc).

                           To improve the                4.6 Predictability of external works The mean variance in external works costs Rolling two year period                n/a                   20%                          n/a                   30%                    n/a               n/a                Improve                          External works are those as defined on
                           predictability of cost of new costs                                at Stage 2 compared to Stage 1                                                                                                                                                                                        predictability                    Benchmarking Proforma 3.1 which forms
                           schools facilities, and to                                                                                                                                                                                                                                                               over time                         part of Schedule 11 of the ITN.
                           deliver within budget         4.7 Predictability of abnormal costs The mean variance in abnormal costs at    Rolling two year period                n/a                   30%                          n/a                   30%                    n/a               n/a                Improve                
                                                                                              Stage 2 compared to Stage 1                                                                                                                                                                                           predictability
                                                                                                                                                                                                                                                                                                                    over time
                                                        4.8 Predictability of whole life costs Whole life costs at outturn compared to    Rolling two year period              Out-turn within 5%    Out-turn within 10% of       Out-turn within 5%    Out-turn within 10%    Out-turn within   Out-turn within    Reduced                
                                                                                               Stage 2 and Stage 1                                                             of Stage 2 estimate   Stage 2 estimate, and        of Stage 2 estimate   of Stage 2 estimate,   5% of Stage 2     10% of Stage 2     deviation from
                                                                                                                                                                               and Stage 2 within    Stage 2 within 20% of        and Stage 2 within    and Stage 2 within     estimate and      estimate, and      estimates as
                                                                                                                                                                               15% of Stage 1        Stage 1 estimate             15% of Stage 1        20% of Stage 1         Stage 2 within    Stage 2 within     rolling average
                                                                                                                                                                               estimate                                           estimate              estimate               15% of Stage 1    20% of Stage 1
                                                                                                                                                                                                                                                                               estimate          estimate
5. Customer Satisfaction                                5.1 Design and procurement phase Percentage of surveys passed in                  Rolling three year period - KPI    [>65%]                  [>50%]                       [>65%]                [>50%]                 [>65%]            [>50%]             To be bid on                     PfS template survey and guidance to be
                                                                                         accordance with PfS survey guidance              levels achieved for a minimum of 2                                                                                                                                        basis of                          found on
                                                                                                                                          of the 3 years in such three year                                                                                                                                         improvements                      http://www.partnershipsforschools.org.uk
                                                                                                                                          period (rather than the average                                                                                                                                           in percentage                     /.
                                                                                                                                          over the three years                                                                                                                                                      scores.                           Survey must be completed in
                                                                                                                                                                                                                                                                                                                                                      accordance with PfS guidance.
                                                        5.2 Construction phase               Percentage of surveys passed in              Rolling three year period - KPI    [>65%]                  [>50%]                       [>65%]                [>50%]                 [>65%]            [>50%]             Ditto                            PfS template survey and guidance to be
                                                                                             accordance with PfS survey guidance          levels achieved for a minimum of 2                                                                                                                                                                          found on
                                                                                                                                          of the 3 years in such three year                                                                                                                                                                           http://www.partnershipsforschools.org.uk
                                                                                                                                          period (rather than the average                                                                                                                                                                             /.
                                                                                                                                          over the three years                                                                                                                                                                                        Survey must be completed in
                                                                                                                                                                                                                                                                                                                                                      accordance with PfS guidance.
                                                        5.3 Operational phase                Percentage of surveys passed in              Rolling three year period - KPI    n/a                     n/a                          n/a                   n/a                    [>65%]            [>50%]             Ditto                            PfS template survey and guidance to be
                                                                                             accordance with PfS survey guidance          levels achieved for a minimum of 2                                                                                                                                                                          found on
                                                                                                                                          of the 3 years in such three year                                                                                                                                                                           http://www.partnershipsforschools.org.uk
                                                                                                                                          period (rather than the average                                                                                                                                                                             /.
                                                                                                                                          over the three years                                                                                                                                                                                        Survey must be completed in
                                                                                                                                                                                                                                                                                                                                                      accordance with PfS guidance. In the
                                                                                                                                                                                                                                                                                                                                                      case where individual questions in this
                                                                                                                                                                                                                                                                                                                                                      template duplicate those used in other
                                                                                                                                                                                                                                                                                                                                                      contractual performance monitoring they
                                                                                                                                                                                                                                                                                                                                                      should be disregarded.
6. Others                  To maintain a high safety    6.1 Safety                           Reportable accidents per year (the           Rolling two year period over a                           [
                                                                                                                                                                               [<1 school with >900] <3 schools with >900]        [<1 school with >900][<3 schools with >900][<1 school with > 900] with > 900]
                                                                                                                                                                                                                                                                                                [<3                 Bidders should                   Calculated as Constructing Excellence
                           record in construction                                            Accident Incidence Rate)                     minimum of two projects                                                                                                                                                   offer an                          KPI i.e. Number of reportable accidents
                                                                                                                                                                                                                                                                                                                    improvement                       in the year divided by average number
                                                                                                                                                                                                                                                                                                                    on AIR at least                   employed in the year including sub-
                                                                                                                                                                                                                                                                                                                    in line with                      contractors multiplied 100,000.
                                                                                                                                                                                                                                                                                                                    industry                          Reportable accidents defined in Health
                                                                                                                                                                                                                                                                                                                    guides issued                     & Safety statistics as fatalities, major
                                                                                                                                                                                                                                                                                                                    by                                injuries and over 3 day injuries to
                                                                                                                                                                                                                                                                                                                    organisations                     employees, self employed and members
                                                                                                                                                                                                                                                                                                                    such as the                       of the public.
                                                                                                                                                                                                                                                                                                                    Main
                                                                                                                                                                                                                                                                                                                    Contractors
                                                                                                                                                                                                                                                                                                                    Group (MCG).

                           To create extended schools 6.2 Community use of schools           Mean number of hours that BSF schools        Cumulative [after 1 year of      n/a                       [80% of prediction at ITN or Stage 1]
                                                                                                                                                                                                                                  n/a                   [80% of prediction at n/a                n/a                Increase               
                           and to improve and                                                within a LEP are actually used for non-      operation] since commencement of                                                                              ITN or Stage 1]                                             levels of
                           encourage use of schools                                          school activities compared with prediction   SPA                                                                                                                                                                       community use
                           facilities by the community                                       in OBC or relevant Stage 1 development.                                                                                                                                                                                each year.

                           To increase the popularity   6.3 Popularity of local schools      Mean travel distance for pupils to           Cumulative since commencement        n/a                   [target using planned data   n/a                   [target using planned n/a                n/a                n/a                    
                           of local schools                                                  operational BSF schools which have           of SPA                                                     from the OBC]                                      data from the OBC]
                                                                                             completed 3 years since completion of
                                                                                             construction / refurbishment.
 Notes:
 1. The formal Track Record Test should be run annually by the LEP, with the SPB informing the LA, the LEP and PfS of its asse ssment of the LEP's track record for that year, and therefore the impact on the LEP's exclusivity for New Projects to be develop ed for the next year and thereafter.

 2. Failure on any one of the Track Record Target Level 1 KPIs means the LA may remove (partially or fully) the LEP's exclusive right to provide partnering services and project servic es in relation to the next project due to be brought forward to the LEP.

 3. Failure on any one of the Track Record Target Level 2 KPIs counts as a "Significant Performance Failure" under the SPA and may possibly trigger (termination of the SPA or removal of the LEP's exclusivity.

 4. Where continuous improvement is indicated, that means the Level 1 and Level 2 targets will be revised periodically based on the Continuous Improvement Plan, as described in the SPA Schedule 15, or other targets (such as Construction Excellence) where applicable.

 5. A 'dormant' year, as used above, is defined as one in which a LEP is not engaged in any project development.

 6. For the purposes of KPIs 3.3, 3.4, 3.5 and 3.6 "operational commencement" or "service commencement" shall mean a project that has reached the Services Availability Date (as that term is defined in the relevant PFI Project Agreement) or as the case may be a project for which the Completion Requiremen ts (as that term is defined in the relevant D&B Contract) have been
 met.

				
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Description: Sample Exclusivity Agreement document sample