1. EFA Briefing for The Trust Network
18 October 2016 Simon Lindsay
2 November 2016 Catherine Jenkins

2. Today’s update Capital Efficiency and Capability at EFA
School Condition Allocations
Condition Data Collection (CDC)
Condition Spend Data Collection (CSDC)
Essential School Maintenance and other guidance
Stakeholder consultation
Contact and feedback form

3. Capital Efficiency and Capability
Aim: Support responsible bodies in the efficient delivery of maintenance and capital works by gathering intelligence on good and bad practice, measuring efficiency and undertaking activities to improve the efficiency of delivery and the capacity and capability of the sector to deliver the department’s capital priorities

4. School Condition Allocations
Allocations for FY 2017–18
Similar funding methodology to 2016–2017
Similar timetable:
MATs qualify by having 5 academies as of 1 September 2016, if those academies had more than 3,000 pupils in the January census
Final allocation amounts expected to be published early 2017
Allocations for FY 2018–19 and beyond
We are currently working on how we could improve the allocation of condition funding in the future.
You can send suggestions or feedback to
on how our current system is working, and what we could change.

5. Condition Data Collection (CDC)
Successor to Property Data Survey (PDS, ), the Condition Data Collection aims to build on the successes whilst also addressing some areas of challenge of the PDS, notably….
Surveyors will visit every government funded school in England between 2016 and Visits are planned to commence end November 2016 and schools will be contacted at least 28 days prior – MATs will also be informed which of their schools are planned to be visited in the following 6 months.
CDC will:
collect data on physical condition of school buildings (high level, visual and non-intrusive) in a consistent format to the PDS, so that we can measure changes in condition over time
check whether key building compliance documentation / certification exists (e.g. Fire Risk Assessment, asbestos register)
Why undertaking CDC…James Review, more accurate data to ensure that funding is targeted to where it is needed most.
Schools will need to complete online ‘pre-visit questionnaire’ prior to surveyor visit and meet with surveyors to discuss site on day of visit.
Data collected will be made available to schools and MATs after the site visit once it has been quality assured – timescales to be agreed but it is expected that the timescale will be longer for the earliest schools.
Check .gov.uk for full guidance, and e-bulletin for updates about the programme.

6. Condition Spend Data Collection (CSDC)
Progress to date: data
96% of data collected from MATs
LA Collection in October
LCVAP data already collected
Next steps
All through online forms from 2017
Initial analysis and evaluation November
Sharing findings and informing future policy

7. Use of Funding in

8. Essential School Maintenance and other guidance
Essential School Maintenance published Jan 2016:
Understanding your estate
Maintaining your buildings
Dealing with emergencies
Procuring and managing works
Maintenance checks and testing
Essential Procurement for School Capital Projects expected March 2017: consulting In January 2017
What next ? Please tell us using the Contact and Feedback form

9. Stakeholder Engagement
Meetings with networks
Events
Condition and Spend Data Collections
Collecting soft information
Commissioning case studies and best practice
A new stakeholder group for capital issues ?
Contact and feedback form

10. Contact and feedback form
Contact details
What are the three biggest challenges in managing school buildings and estates ?
What sort of advice on procurement would be helpful, and who should be aimed at ?
What should EFA do to support schools and responsible bodies to manage their capital funding ?
What examples or case studies would you be able to provide and share with others ?

11. For more information Capital Efficiency and Capability team
Catherine Jenkins – Head of CEC
Simon Lindsay – Stakeholder Lead
Rob Simpson – Programmes and Interventions
Contact us