EFA Update EBDOG Conference, Warwick

1. EFA Update EBDOG Conference, Warwick Anthony Walker Deputy Director, Technical and Property 11 May 2012

2. Education Funding Agency • EFA now set-up and running • Comprises YPLA, PfS, some DfE functions • CEO Peter Lauener • Distributes approx £50bn per annum • Four divisions • Academies • Young People (post 16) • Capital (formerly PfS) • Performance and Finance

3. High Level Objectives • Allocations: ensuring that revenue and capital allocations are accurate and on time. • Payments: ensuring that funding agreements are in place and payments are made accurately and on time. • Capital: delivering effective programme management and evaluation of strategic capital programmes that will improve the condition of existing buildings and support the creation of new  places for pupils and learners. • Financial Assurance: ensuring the proper use of public funds through financial assurance undertaken by the EFA itself, or by others.

4. Capital Priorities • Provide programme management and support for Free Schools, Building Schools for the Future and the Priority School Building Programme, and make capital grants for building programmes at academies and sixth form colleges. • Ensure capital investment is delivered on time, on budget and to agreed quality standards. • Provide advice and guidance on the effective and efficient design of school buildings.

5. Property Data Survey Programme EBDOG Conference, Warwick Anthony Walker Deputy Director, Technical and Property 11 May 2012

6. Content • Overview • Progress since last conference • Current activity • What happens next • AMS • Questions

7. Overview • Condition data collected in 2001, 2003 and stopped in 2005 due to errors and a lack of consistency • DfE unable to provide evidence to HMT on condition need • James Review – • April 2011, 16 recommendations – 2 relate to Property Data: • Gather local condition data, implement a central condition database. • Carry out independent condition surveys rolling 20% sample, repeating this to develop a full picture of the estate’s condition in five years and thereafter. • July 2011 – SoS commends James Review to the House. • Accepted recommendation to conduct a full survey of the school estate • Procurement of AMS and PDS - Oct 2011

8. Property Data Survey Programme (PDSP) Property Data Surveys (PDS) Asset Management System (AMS) What is it?

9. Property Data Surveys • Gathers high level condition data NOT detail • Similar elements, sub-elements to previous DfE guidance • Grading and Prioritising: A-D and 1-4, RAG ratings • Survey circa 23,000 education establishments; • Validate existing condition data • Provide property data assessments and the associated costs;

10. Asset Management Software • Hold data from the validation/surveys from April 2012; • Calculate costs using national cost model rates • Clear outputs that inform future DfE Capital Spending Review (CSR) settlements and local authority capital allocations; • Permit local/national web-based portal access to property data • Include Energy Consumption and replacement Cost Data • Future option to store Suitability and Statutory Testing data

11. Update on progress • Tribal Education appointed in Dec 2011 to deliver AMS • Three Surveying Organisations appointed PDS in March 2012: • Capita Symonds, Davis Langdon and EC Harris • 94 LAs have agreed to share Building Condition data • Pilot Stages 1 and 2 carried out over Easter • Close engagement with key stakeholders: • EBDOG, CBSS, CSBN, SCQS, RICS, BCIS, CIPFA • Stakeholder Groups: • EBDOG, PDSP, Cost Model

12. PDS Regions

13. Current Activity • Programme planning • AMS proforma version 3 • Pilot Stage 3 planning • Cost Model - uniformity and consistency of approach: • Approx 140 different construction types • Construction types costedon Condition Grade and Age • Standard rates based on BCIS cost data • adjusts rates according to location and date (inflation) • All rates sourced from common database • All construction types priced on same basis • Data will be directly comparable between all surveys

14. What happens next • Cost Model to be complete • AMS final testing • Pilot Stage 3 • Validation checks/surveys to commence • Complete PDSP by October 2013 • Future ministerial decision on 5 year rolling cycle later this year

15. PDSP – Role of AM system • View school information • Upload documents, drawings and condition data to support PSDP • View and report on condition data • Provide feedback Responsible Bodies • Access school information • Download, upload and verify condition data • Update survey programme School & Programme Data Contractors • Manage Programme • Monitor contractor performance • Report and analyse condition data Portal SmartClient

22. Summary • Gathers high level condition data NOT the granular detail • Follows existing format - elements, grades and priorities • Existing LA data where available to be validated and imported • PDSP - consistent and comparable measure of condition need • Survey circa 23,000 education establishments • Commenced in April 2012 and complete by October 2013; • Clear outputs feed into and inform future DfE CSR • Local/National AMS web-based portal access • Future ministerial decision on 5 year rolling cycle later this year • Strong ongoing engagement with EBDOG – Thank You

23. http://www.education.gov.uk/schools/adminandfinance/schoolscapital/fundinghttp://www.education.gov.uk/schools/adminandfinance/schoolscapital/funding PDSP.EFACAPITAL@education.gsi.gov.uk

24. Questions