exec summary joint draft stage submission

8/8/2019 Exec Summary Joint Draft Stage Submission

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Blackburn with Darwen and Bolton Local Education Partnership

New East Blackburn Learning Community and Witton Park High School

Page 1

Volum e 1 Ex ec ut ive summ ary

Contents

Executive summary ........................................................................................................ 3Stage 2 approval criteria ................................................................................................ 5Stage 2 Submission structure map ................................................................................ 7


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Exec ut ive summ ary

We are pleased to submit the draft stage 2 submission for Witton Park High School

(WP) and New East Blackburn Learning Community (NEB). The solutions for New

East Blackburn (incorporating Crosshill School) and Witton Park (incorporating

Newfield pupils) provide flexible and inspiring environments in meeting the LA SfC and

vision and the schools design briefs. The LEP has continued to challenge and support

colleagues from the schools and LA during the design process to deliver a robust

educational vision.

The schemes are affordable, based on the agreed TUPE transfer proposals for

catering and grounds staff at Witton Park. These facilities offer excellent value formoney, with more for less having been achieved in comparison with the sample

schools and external benchmarks.

The final stage 2 submission will be made on 7th September following the completion

of the funding competition and receipt of full planning permission on the 26th August.

We are committed to supporting Blackburn with Darwen LA to achieve its aims of

transforming learning, communities and lives and we look forward to working with you

through the Financial Close period to achieve them together. Whilst FC is scheduled to

occur on 27th November 2010, we will work with the LA and supply chain to achieve an

earlier close.

Transforming learning

As 100% new build PFI schools, the new WP and NEB schools will raise the

aspirations of all those living and working in the surrounding communities. They will be

beacons of learning and community, welcoming and highly visible in their respective

communities in Blackburn, which students, parents, families and members of the

surrounding communities can proudly call their own.

Each of the spaces provide fully integrated design solutions able to function flexibly in

traditional, transitional or transformational (3 Ts) layouts. The integrated strategy

incorporates FFE, ICT, M&E and architectural layout to ensure maximum flexibility and

usability of space.

The ICT infrastructure will facilitate anytime/anywhere learning. The bespoke ICT

design solutions respond to the requirements of the schools and meet the LA output

specification. The solutions include a 1:2 pupil device ratio which includes an

appropriate mix of fixed and mobile devices, and a 1:1 teacher/HLTA device ratio as

all teachers and HLTAs will receive a new laptop. There will be further opportunities to

refine and develop the final ICT solution for the school during the baselining exercise

which will take place 6 9 months before the school opens (i.e. from January March

2012).


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Transforming communities

We recognise that these brand new state-of-the-art facilities will be invaluable to the

neighbourhoods and communities they serve. With this in mind, the stage 2 designs

have been developed to truly embrace the concept of community use. The new

community out-of-hours entrance/reception areas and additional lifts ensure that all the

sporting facilities (sports hall, activity studio, fitness suite, changing rooms including

showers and toilets, hygiene rooms/ disabled change and PE classrooms) will be

available for community use independently of the remaining buildings and during the

school day if required. It is expected that the full range of facilities will be open to the

community, and the zoning capability in the design will enable controlled and secure

access to all appropriate areas of the schools.

We have enjoyed many conversations with the schools and others about community

use and how the new school will work with partners from other agencies. This has

been challenging for all involved and we are continuing to respond to the changing

political and economic climate to ensure that these facilities really can support

community use out of school hours, and when possible, during the school day.

In terms of working with partners from other agencies, the stage 2 designs have

dedicated multi-agency rooms, with a separate access and ICT and WC facilities. We

are committed to continued working in partnership with the LA, stakeholders and the

school to ensure that the management arrangements of the facilities truly maximise

community use and opportunities for partnership working. Our aim has been tomaximise the opportunities for multi-agencies to work in partnership with the school to

meet, for example, the Every Child Matters (ECM) agenda.

Transforming lives

There will be significant spend within the local economy and opportunities for local

people to benefit from local labour opportunities. The LEP is committed to a minimum

of 25% of the cost of the new build to be spent locally. This will include further

commitments to local labour, local apprenticeships, work experience for local students

and support for local businesses to become part of the Balfour Beatty Education (BBE)

supply chain.

441 apprenticeship weeks will be provided on site during the construction phase, and

a further 150 FM apprenticeship weeks, and 270 ICT apprenticeship weeks during the

operational phase. This will provide local young people with the opportunity to learn

more about key trades in a structured local apprenticeship placement.

In addition, our public arts strategist (Ian Banks) will work alongside the school design

teams during the construction phase to support the selection of appropriate artist(s) to

develop exciting public art throughout the school sites.


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St age 2 approval c r i te r ia

In accordance with the Approval Criteria as defined in Paragraph 4.5 of the Strategic

Partnering Agreement the LEP confirms the following:

Approval Criteria Reference in Stage 1

submission

Whether the costs of the Stage 1 Approved Project are within the Target Costnotified to the LEP by the Local Authority,

See Volume 5, FinanceResponse

Whether it has been demonstrated that the Stage 1 Approved Project providesvalue for money in accordance with the provisions of clause 9 and against the

targets set out in the Continuous Improvement Plan submitted by the PSP aspart of the initial procurement and establishment of the LEP (as the same may

have been amended from time to time with the agreement of the Local Authority

and/or the SPB) (for the avoidance of doubt, if the targets set out in theContinuous Improvement Plan or Key Performance Indicators have not been

met, by reference to the targets that should have been met as at the date of theNew Project Final Approval Submission, then the Local Authority shall be

entitled to treat the Approval Criteria as not having been satisfied),

See Volume 5 FinanceResponse

Whether the Local Authority, acting reasonably, is satisfied that the New Project

Final Approval Submission meets all the Local Authority Requirements, and ifrelevant in respect of the New Project that the LEP is in compliance with the

requirements of schedule 5 to the FM contract

See Section 2 Partnering and

Section 3 Technical

Whether any changes or amendments to the form of the relevant TemplateProject Agreement(s) as detailed pursuant to paragraph 4.3.1 (other than for

project specific reasons reasonably acceptable to the SPB or changesspecifically agreed by the SPB at Stage 1) have been proposed (if such changes

or amendments have been proposed and they are not acceptable to the AffectedParticipant and PfS then the Approval Criteria in respect of this sub-paragraph4.5.4 would not have been met),

See Volume 4, Legal andcommercial

Whether the New Project Final Approval Submission contains all the informationrequired pursuant to paragraph 4.3 (or as otherwise agreed by the parties), and

See Index reconciling Stage 2deliverables to this submissionabove.

Whether the implementation of the Stage 1 Approved Project would breach anyLaw.

Confirmed. Theimplementation of the Stage 1

Approved Project will not

breach any laws.


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Stage 2 Submiss ion s t ruc t ure map

We have responded to the deliverables within volumes as follows:

Volume Part Deliverables covered (NPAP

reference)

Volume 1 - Executive summary 9

Volume 2A - Partnering (New EastBlackburn)

1a-e and 13a

Volume 2B - Partnering (Witton Park) 1a-e and 13a

Volume 3A - Technical (New EastBlackburn)

Part 1 - Design 5, 6, 14, 15

Part 2 - New Projectdelivery

24a, b, c, f, g, j, k, l

Part 3 - FM proposals 4a

Part 4 - ICT proposals 4b

Volume 3B - Technical (Witton Park)

Part 1 - Design 5, 6, 7, 14, 15

Part 2 - New Projectdelivery

24a-l

Part 3 - FM proposals 4a

Part 4 - ICT proposals 4b

Volume 4 - Legal and commercial 2, 7, 13b, 21, 24d, 24e, 24hand 24i

Volume 5 - Finance 3,8,9,10,11,12,16,17,18,19,20,22,23

Please also refer to the deliverables matrix overleaf


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Deliverables matrix

NPAP

reference

Description Location within the submission

1a a description of the New project (to exceed no more than

10 pages) to include a detailed commentary on how theproposal specifically meets the requirements of the LA'sstrategy for change making reference to the themes of:

Choice Diversity and access

Tackling underperforming schools

Personalisation and E-learning

Extended Schools and Integrated Services

14-19 Agenda

Inclusion

To include the wider Community Benefits in all the above

Volume 2A Partnering (New East

Blackburn)

Volume 2B Partnering (Witton Park)

1b a commentary on the expected contribution of the

proposal towards the achievement of the CollectivePartnership Targets and Key Performance Indicators

1c a specific change management plan relating to the projectwith clear reference to the Integrated Change

Management Strategy

1d a statement on how lessons learnt from Stage 1 approvaland how these had been addressed at stage 2development

1e a statement on lessons learnt from the development of

these specific projects and how the LEP intends toaddress these in future projects.


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NPAPreference Description Location within the submission

2 draft(s) of the relevant Project Agreement(s) identifying (if

relevant) any and all proposed changes or amendmentsproposed to Template Project Agreement(s) as submitted

as part of the Stage 1 Approval procedure, together withdetailed reasons for any such changes or amendments

proposed and an analysis demonstrating value for moneyin accordance with the procedure set out at clauses [ ] to [

] of this Agreement;

To Include :

Derogations Tables

Fully marked up schedules to the PA

Sub contracts

Interface Agreements

Full suite commercial docs (changes from existingsample documentation)

Volume 4 - Legal and commercial

3 credit committee approval and commitment from funders

and equity providers (if any) to the drafts referred to insub-paragraph (a)(i) and the proposals generally;

To Include:

Commitment from Funders (Draft) Letter of support

Proposed Funding Terms

Preliminary tech funders due diligence reports

Current status & Programme for Credit Committeeapproval

Equity Providers & Conditions

Volume 5 - Finance

4a details of the facilities management proposals in relationto the New Project including in compliance with Clause [ ]

of the FM Agreement a fully developed New ProjectService Delivery Proposal (as defined by that Agreement)sufficient to satisfy the Authorities Requirements that are

to be incorporated in any required D&B Contract;

To Include:

detailed FM Proposals with changes tracked tosample documentation (CPs and ARs) and reasons

To include information on pupil engagement andinvolvement with the FM Service

Volume 3A - Technical (New EastBlackburn), Part 3 - FM proposals

Volume 3B - Technical (Witton Park),Part 3 - FM proposals


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4b Details of the managed ICT solution in relation to the New

Project including in Compliance

Confirmation that the solution for this project fits with the

agreed area-wide solution. Also that it demonstratescontinuous improvement and innovation ( using Sample

schemes as a baseline)

Volume 3A - Technical (New East

Blackburn), Part 4 - ICT proposals

Volume 3B - Technical (Witton Park),

Part 4 - ICT proposals

5 detailed design solutions (RIBA level D) reflecting anintegrated approach to ICT, FM and building services and

to be not less than that required at Final bid stage in thesample schemes in the procurement of the LEP;

Submission to include:

Introductory statement to explain integrated designconcept (traditional, transitional, transformation)

Fully worked up CPs. Indicating any changestogether with rationale

Draft derogations to Sample Schemes ARsincorporating existing developed school specific

requirements

Commentary on how the ICT solution for thisproject meets the transformational vision for this

specific school.

Demonstration of how ICT has been fully integratedinto the design of this building. (ICT overlays)

Volume 3A - Technical (New EastBlackburn), Part 1 - Design


Part 1 - Design

6 necessary plans and drawings for the Stage TwoApproved Project [in accordance with the required

drawings schedule agreed with the Affected Participant]but to be not less than the usual requirements at Final Bid

stage in the sample schemes in the procurement of the

LEP;

As deliverable

Inc full drawing schedule for CPs



Part 1 - Design


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7 relevant detailed planning permissions and any other

relevant planning approvals (or such lesser confirmationor information in relation to planning as may be agreed

with the Affected Participant;

Copy of approval letter drafts

Copy of ANC (Authority Necessary Consents)

Authority planning conditions

Status of other consents


8 a financial model including the detailed price estimates forthe Stage 1 Approved Project based on the agreed

contractual route for the New Project (e.g. unitary chargesfor PFI Project Agreements, milestone payment profile

under D&B Contracts, the proposed FM Service Charge inrespect of the FM Agreement and a mixture of installation

payments and service charges for ICT Contracts)identifying any provisional sums (such as insurance costs)

together with the proposed "Annual Value" for eachProject Agreement for the purposes of clause (b);

Active financial model based on anticipated market rates(Not hard Coded) linked to proformas with supporting cost

models for Capex (build rates) and Opex (cost model withpriced TUPE requirements)

TAB on the model to track changes & identify the impactof changes from stage 1 to stage 2 submission

Section 6: 2 versions with tracked changes from stage 1 &one clean version

Demonstrate value for money in relation to ICT

Volume 5 - Finance

9 an explanation (together with appropriate supportingevidence) as to why the New Project Final ApprovalSubmission meets the Approval Criteria (as defined in

paragraph 4.5 of the SPA);

Refer to deliverable

Volume 1 - Exec summary

10 confirmation (or details of any requested variations to

(with supporting justification)) of the Project ManagementFee referred in paragraph 3.1(g);

Provide Confirmation

Volume 5 - Finance


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11 Value for Money assessment

Detailed report required

Volume 5 - Finance

12 an assessment of the progress made by the LEP againstthe value for money and Continuous Improvement Plan

Refer to deliverable

Volume 5 - Finance

13a an assessment of the effect (if any) on any communitygroups and impact on stakeholders

To include Engagement Activities

Volume 2A - Partnering (New EastBlackburn)

Volume 2B - Partnering (Witton Park)

13b an assessment of the effect of third party agreements,including any potential transfer of any such employees toany LEP Party and the cost implications of such transfer;

Provide detailed Assessment to include community

groups and stakeholders


14 A final report confirming compliance with the applicable

Building Bulletins, including but not limited to:

BB93 Acoustics

BB100 Fire

BB101 Natural Ventilation

BB98 Accommodation (particularly externalprovision)

To include Design compliance with Sport England

Technical Derogations


Blackburn), Part 1 - Design


Part 1 - Design

15 a final report confirming compliance with all regulationsrelating to sporting and external activity areas, includingprovision of suitable drainage and detailing any other risks

relating to compliance with all necessary consents, e.g.

Building Regulations and Planning, with approach tomanaging such risk.

Detailed Report required



Part 1 - Design


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16 Fully completed financial and technical proformas,

including the following sections:

Utilities (proposed payment mechanism targets)

Wall to Floor ratio

Glazing ratio

GIFA

Complete all PfS financial + technical proformas with

active cells (not hard coded) linked to the financial model

Volume 5 - Finance

17 Provision of fully rated quantities supporting the Capex, in

a similar form to that provided for the Sample Schools.

Fully rated quantities

Fully completed future funding protocol

Volume 5 - Finance

18 A report in relation to the outline impact on FM and LifeCycle costs by comparison to the Sample schemes as

benchmarking with competent reconciliation of anymaterial variances.

Detailed report on movement of FM + lifecycle costs fromsample schemes

Volume 5 - Finance

19 FM and Life Cycle cost models in similar form to thatprovided for the Sample Schools

Active cells (not hard coded) linked to the financial model+ priced TUPE list

Volume 5 - Finance

20 Detailed pricing schedules in respect of all abnormal and

external works

Detailed Pricing Schedules

Rationale and breakdown explaining allocation of

abnormals + external works in accordance with PfSguidance

Volume 5 - Finance

21 Proposed payment mechanism consequentialunavailability and categorized schedule of

accommodation.

Refer to the deliverable

Final schedule of accommodation reconciled



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22 A report detailing the savings associated with

incorporation of results of Legacy F&E survey. Theseresults should be verified through a FF&E survey

conducted by the LEP during stage 2.

As the deliverable

Volume 5 - Finance

23 A report detailing how the LEP intends to apply

Guaranteed Minimum Savings to its proposals, with fullreconciliation where these do not apply.

Focusing on Capex & Opex

Volume 5 - Finance

24 a timetable and method statement setting out the stages

and timescales for the period between achieving Stage 2Approval (as defined in paragraph 4.5(b)(i)) and the

execution of the relevant Project Agreements (or each of

the Project Agreements, if more than one) and how therelevant New Project will be delivered which shall include

(but not be limited to):


Blackburn), Part 2 - New Projectdelivery

Volume 3B - Technical (Witton Park),Part 2 - New Project delivery

24a proposals for the effective management of the

construction programme;




Part 2 - New

24b proposals for the decanting of pupils (where a necessarypart of the solution) so that teaching and learning is notdisrupted;

Volume 3A - Technical (New EastBlackburn), Part 2 - New Projectdelivery


Part 2 - New

24c proposals for the migration from the current ICT service to

the new managed ICT service which minimises anydisruption to Educational Services and to pupils teaching

and learning; In addition a Commentary on themanagement of the transition from interim/core service to

the full BSF service with emphasis on service continuity

from an educational perspective.




Part 2 - New

24d confirmation that risks in relation to asbestos, latentdefects ground conditions and/or contamination, if any,

have all been fully addressed in the draft(s) of the relevant

Project Agreement(s), priced and are now at the LEPsrisk;



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24e confirmation that title to the relevant Site(s) issues have

been resolved and the LEP and any funders are satisfiedwith the same;


24f an assessment as to how any benchmarking or markettesting within the New Project will coincide with any other

Approved Projects;

Volume 3A - Technical (New EastBlackburn), Part 2 - New Project

delivery

Volume 3B - Technical (Witton Park),Part 2 - New

24g an assessment as to the savings to be generated acrossthe New Project and any Approved Projects with the

introduction of the New Project particularly on ProjectCompany operational costs, staff costs, lifecycle

replacement and maintenance and operation of services;


delivery


Part 2 - New

24h an explanation as to how the LEP will address and dealwith any existing contractual arrangements that may affect

the delivery or operation of the New Project;


24i confirmation of proposed changes to this Agreement (if

any);


24j details of the nominated Project Service Providers and

sub-contractors together with evidence and explanation ofthe benchmarking and Market Testing undertaken by the

LEP in relation to the New Project and their fully worked

up sub-contracts and any related interface agreements;




Part 2 - New

24k a completed risk register for the New Project showing thepotential risks identified in relation to the delivery of the

New Project the occurrence of which are capable of

adversely affecting the time for completion, cost and/orquality of the New Project, the probability of such risksoccurring and a financial estimate of the most likelyconsequences of each risk occurring together with the

prioritisation of all continuing risks and an action plan in

respect of, and risk owners for, all risks prioritised asserious risks;


delivery



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24l any externally sourced and warranted surveys,

investigations and associated reports that are reasonablynecessary to ascertain (in relation to projects involving the

construction of buildings) information as to the nature,location and condition of the relevant land (including

hydrological, geological, geotechnical and sub-surfaceconditions) together with information relating to

archaeological finds, areas of archaeological, scientific ornatural interest and (in relation to the refurbishment of any

existing buildings) information on the condition and qualityof existing structures and, in particular, the presence ofany latent defects;




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