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New Deal for Schools Pilot Partnering Scheme. Presenters David Nappin – Rotherham MBC Mark Pheasy – Wilmott Dixon Richard Schofield – Rider Hunt Management Services. New Deal for Schools - Pilot Partnering Scheme. Partnering – The starting point
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New Deal for Schools Pilot Partnering Scheme
Presenters David Nappin – Rotherham MBC Mark Pheasy – Wilmott Dixon Richard Schofield – Rider Hunt Management Services New Deal for Schools - Pilot Partnering Scheme
Partnering – The starting point • Attended seminars and talked to others alreadyinvolved in Best Value project delivery- learned from their experiences. • Sought expert advice and outside facilitators. • Informed Management and Members and sought approval in principle. • Identified a Pilot Scheme. New Deal for Schools - Pilot Partnering Scheme
The Pilot Scheme • New Deal for Schools - £3.57M grant for new build and refurbishment at 3 school sites. • Grant awarded August 2000 - available until March 2002. • 19 Months to plan, design, construct - including one summer holiday for extensive interior refurbishment. • Member approval to adopt 2 Stage partnering route was obtained in September 2000. New Deal for Schools - Pilot Partnering Scheme
Project Objectives • Deliver the brief for the NDS Scheme: • 3 Projects on 2 sites • Mix of new build / extensions / repairs • Fixed budget and spending profile • Use the project as a Pilot for Partnering within Rotherham MBC • Expose RMBC staff to Partnering • Learn from the experience • Establish a way forward for future schemes New Deal for Schools - Pilot Partnering Scheme
The Challenges • New procurement process for RMBC • New way of working together • Tight budget and timeframe for delivery • Logistics associated with sites • Expectations of team, users and members • Addition of Nursery Units New Deal for Schools - Pilot Partnering Scheme
Innovations for RMBC • Early contractor involvement • Selection by Cost / Quality • Joint development of cost plan and use of “open book” accounting • Involvement by contractor / specialists in design process • Approval to award on Target Cost basis • Greater involvement of user clients • Open and honest assessment at completion New Deal for Schools - Pilot Partnering Scheme
Major issues facing the team • New £500K Nursery Unit needed to replace existing unit. Designed and built in 6 months from a standing start. Then another added on another site! • Design for £1.3M new build block 25% over cost - redesigned in new location on the site - saving the cost of temporary units • Increased scope of refurbishment work over the 2001 summer holiday- delays to opening - lessons learned- but everyone pulled together! New Deal for Schools - Pilot Partnering Scheme
Benefits realised with Partnering • Early involvement of contractor assisted in cost planning and programming to meet a tight timeframe • Process allowed greater understanding of other parties issues and share goals and objectives • Problems discussed openly, without fear and without affecting the progress of the works • No major disputes or contract claims • Able to incorporate additional works into the overall programme with no additional cost premium • Satisfied end users who were involved throughout process New Deal for Schools - Pilot Partnering Scheme
What did we achieve? • Completed on target at the end of March 2002. • Within budget - additional funding obtained for enhancement works • Achieved all functional requirements of the brief. • Incorporated an additional 200sm of teaching space into a new build block at Brinsworth • Achieved Demonstration Project recognition from the Movement for Innovation • Significant learning opportunity for the whole team • No major disputes or contract claims • Effective cost management through collaboration New Deal for Schools - Pilot Partnering Scheme
Results – Function New Deal for Schools - Pilot Partnering Scheme
Results – Programme New Deal for Schools - Pilot Partnering Scheme
Results – Costs New Deal for Schools - Pilot Partnering Scheme
Lessons Learned • Allow more time for briefing, consultation, surveys and design work • Ensure that budgets are realistic and achievable • Involve contractor in the brief and initial design stage • Clarify roles, responsibilities and decision making process • Clarify decision making process • Ensure adequate resources for all parties • Improve management and involvement of supply chain including site operatives • “Right first time” is the only way to ensure quality New Deal for Schools - Pilot Partnering Scheme
Recommendations – Where are we now? • Rotherham MBC accepted the Scheme as a successful demonstration of Partnering and agreed to apply the lessons learned to future Partnering Projects • Legal /Audit encouraged Housing to follow the same process – Over £40M of Housing refurbishment works currently underway on a Partnering Basis • Other education schemes successfully delivered through use of Project Partnering • All completed projects reviewed and lessons recorded • Council has established Strategic Partnering agreements with 6 consultants and 11 contractors New Deal for Schools - Pilot Partnering Scheme
Rotherham Construction Partnership David Nappin Projects and Partnerships Manager RMBC New Deal for Schools - Pilot Partnering Scheme
The Selection Process • OJEC Notice - March 2003 • Expressions of Interest 350 • Pre-Qualification Questionnaire 150 • Tenders invited 52 • Tenders returned 30 • Interview 20 • Final Selection - May to Sept. 2004 10 New Deal for Schools - Pilot Partnering Scheme
The Categories of Work A - Minor building works up to £50,000 B - Major building works above £50,000 C - Asbestos surveys and removal D - Demolition works E - Electrical building services works F - Mechanical building services works G - Engineering construction (Streetpride) H – Grounds maintenance (Streetpride) New Deal for Schools - Pilot Partnering Scheme
The Strategic Partners • RMBC Housing Services DSO (A,B,E,F) • George Hurst and Sons (A,B,F) • J Tomlinson (A,E,F) • Wildgoose Construction (B) • Birse Build (B) • Wates Construction (B) • Henry Boot Construction (B) • DSM Demolition (C,D) • Graham Fry Demolition (D) • T.J.Lowe (E) • Ringway Highway Services (G, H) New Deal for Schools - Pilot Partnering Scheme
The Scope of the Partnership • All building construction work commissioned by RMBC Economic and Development Services on behalf of the Council • It does not include - • occasional work for external clients (e.g. schools) • occasional specialist projects (e.g. CCTV) • responsive repairs and maintenance work (?) • work on Council houses (?) • PFI or PPP projects. New Deal for Schools - Pilot Partnering Scheme
Working Groups • Supply Chain • Contract • Marketing and Customer Care • Performance Management • Health and Safety • Respect for People • Quality and Environmental Management • IT New Deal for Schools - Pilot Partnering Scheme
Future Procurement Choices • PFI 2 – Swimming Pools and Maltby Joint Service Centre • Housing repairs and maintenance • Future Decent Homes work • Building Schools for the Future • Social Services Strategy • Council Office Accommodation New Deal for Schools - Pilot Partnering Scheme
Any Questions? New Deal for Schools - Pilot Partnering Scheme