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Exclusivity Contract Agreement by reo13439

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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 contingent on LEP is contingent on the LEP being able to Schedule. The targets out brackets [] below are The bid o
 The KPIs in in this Schedule will govern the Track Record test set outThe the SPA. granted to the LEP granted to thethe 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 bracket
 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 level.
 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                                                                                                                                                              Targets
                                                                                                                                                       Track record test                                            Continuous  National
 TheofKPIs will be reviewed annuallyKey Performance Indicator it is important measured results Periodcommunicated in a transparent manner to local stakeholders and LEP staff. The date of theorAnnual ReviewPriority KPIscoincide with that set in the SPA through Clause 6.6(
 Area  assessment      Objective     at the SPB, and                      How that the         are over which KPI measured         New Build                 Refurbishment        FM Services (hard &/soft)    ICT improvement should    Guidance
 performance report to local stakeholders.                                                                                 Level 1           Level 2  Level 1            Level 2
                                                                                                                                                                                 managed service, where applicable
                                                                                                                                                                                     Level 1           Level 2
 Communication of results Quality of New Project Stage 1 Percentage of Stage 1 new project
              To produce high quality
1. Partnering services                  1.1                                                                          Rolling three year period n/a [>70%] n/a [>60%] n/a [>50%]  n/a
              proposals that meet the   proposals                          proposals approved
                                                                                                important (measurement to exclude 'dormant'
                                                                                                  the
 Review of KPIs be reviewed annually at the SPB, and it isby SPALocal Authoritythat 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). T
 The KPIs willrequirements of the local                                    in accordance with the     in any rolling years)
 LEP KPIs should in a distributed performance three year period the LEP and the SPB year period
 Theseoffices and be kept under regular review, and where both local 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
              authority and other
                                                                           report to
              stakeholders              1.2 Quality of New Project Stage 2 Percentage of Stage 2 new project         Rolling three             n/a [>80%] n/a [>70%] n/a [>50%]  n/a
                                                        proposals                              proposals approved by the Local Authority (measurement to exclude 'dormant'
                                                               in a local level to in any rolling years)
 [Note: These KPIs will need adjustment and revision at accordance with the SPAbe consistent with the Strategic Business Case for the Area, and the profile of the local investment programme. It may take a few years of LEP operation to achieve any meaningful
 Review have a negative effect1.3 Satisfaction with partnering three year period passed in
 reach can of KPIs               on project performance.]      Percentage of surveys              Rolling three year period - KPI Level 1                                   Level 2           To be bid on       Survey to be conducted annually by LEP
                             under            accordance with where both      levels achieved for a the of 2 [>65%]
                                                                                  LEP in such three year
 These KPIs should be keptservices regular review, and PfS survey guidance. thethe 3 years andminimumSPB believe that the partnership would[>50%]
                                                                              of
                                                                                                                                             benefit from a change to the KPIs, the revisions shouldtheand template survey at the SPB meetings, and impleme
                                                                                                                                                                           basis of
                                                                                                                                                                           improvements
                                                                                                                                                                                            and provided to
                                                                                                                                                                                            with PfS guidance
                                                                                                                                                                                                              be in accordance
                                                                                                                                                                                                                LA
                                                                                                                                                                                                                    agreed
 KPIs, a change will also require PfS approval.                               period (rather than the average                                                              in percentage    to be found on
                                                                                                                                                                                            http://www.partnershipsforschools.org.uk
                                                                                                                                               over the three years)                                                                                                                                               scores.
                                                                                                                                                                                                                                                                                                                                       /. SPBs may add extra questions to the
                                                                                                                                                                                                                                                                                                                                       survey for internal purposes but the
 [Note: These achieve a high quality of 2.1 Client satisfaction of Design Average percentage achieved across all Cumulative since commencement with the Strategic Business Case[90%] Fundamental: [85%] and the profile of theTolocal investment programme. It may take a few years of LEP operatio
2. Quality    To KPIs will need adjustment and revision at a local level to be consistent Fundamental:                                                              Fundamental: [90%]  Fundamental: for the Area, n/a          n/a    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
 target levels. Targets that are either unachievable or too easy to reach can have a negative effect on project performance.]
                                                                          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]
 Communication of results
 (f) Others                                                                                                                                                              Targets
                                                                                                                                                       Track record test                                            Continuous  National
 TheofKPIs will be reviewed annuallyKey Performance Indicator it is important measured results Periodcommunicated in a transparent manner to local stakeholders and LEP staff. The date of theorAnnual ReviewPriority KPIscoincide with that set in the SPA through Clause 6.6(
 Area  assessment      Objective     at the SPB, and                      How that the         are over which KPI measured         New Build                 Refurbishment        FM Services (hard &/soft)    ICT improvement should    Guidance
 performance report to local stakeholders.                                                                                 Level 1           Level 2  Level 1            Level 2
                                                                                                                                                                                 managed service, where applicable
                                                                                                                                                                                     Level 1           Level 2
         To produceof results
 Communication and maintain 2.8 Environmental performance
            create high quality
1. Partnering services                                                                       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
 Communication of results
 (f) Others
                                 (where applicable)                                                                                                                      Targets
                                                                                                                                                       Track record test                                            Continuous  National
 TheofKPIs will be reviewed annuallyKey Performance Indicator it is important measured results Periodcommunicated in a transparent manner to local stakeholders and LEP staff. The date of theorAnnual ReviewPriority KPIscoincide with that set in the SPA through Clause 6.6(
 Area  assessment      Objective      at the SPB, and                     How that the         are over which KPI measured         New Build                 Refurbishment        FM Services (hard &/soft)    ICT improvement should    Guidance
 performance report to local stakeholders.                                                                                 Level 1           Level 2  Level 1            Level 2
                                                                                                                                                                                 managed service, where applicable
                                                                                                                                                                                     Level 1           Level 2
 Communication of results
         To produce high quality
1. Partnering services                                                                       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.

								
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