Kerrie Norman has experience as a Programme Director overseeing over 200 academies and capital projects totaling £1.7 billion. She discusses the fragmented state of UK education capital funding and provides opportunities to improve coordination and maximize value. University Technical Colleges are highlighted as a new school type, but many are struggling with recruitment and inspection outcomes currently. Key success factors for UTCs include clear local demand, full university sponsorship, and supportive career pathways.

2.  Kerrie Norman
 PD and Client for 37 Schools, Academies, UTCs & Free Schools in 18
different Local Authorities
 Programme Director for over 200 Academies, £1.7bn Primary Capital
Programme and Phase 1 UTC programme
 Design & Procurement Lead for the Education Capital Review
 Private Sector  Local Authority  Central Govt  Private Sector
 Navigate through the Capital Funding System
 How we can use the system to generate
maximum value for all
 Closer look at one form of new provision
 University Technical Colleges
Introduction

3.  £21 billion Education Capital Funding in the Last
CSR Period (to 2010-2011)
 £7 billion in 2010
 Around £5bn - £6bn in the current financial
year
Education Capital Funding

4. Strategic Devolved Targeted
Building Schools for the
Future
Basic Need Targeted Capital Fund
(pre-BSF)
Primary Capital
Programme
Maintenance/
Modernisation
Minister Priorities (i.e.
kitchens, musical
instruments, diplomas,
playbuilder, etc.)
LCVAP
Devolved Formula
Capital (DFC)
2010 Capital Funding Streams

5. Capital Review Headlines
 67,000,000m2 of Education Buildings (not FE or
HE)
 £50 billion to £100 billion in backlog maintenance
 At least 229 different Frameworks & Delivery
vehicles
 £10k to £50k per pupil for new primary places

6. How it Might Have Looked
Single capital funding regime based on evidence of
condition and demographic data
Local Panel
Condition
Demographics
Funding
Algorithm Central Gov
(Education
Providers)
Local Plan
Individual
Education
Providers
New
Provision
Major
Maintenance
Refurb &
Redevelopment
Feasibility
Studies
Continuous
Information

7. Reality
Devolved Targeted
Basic Need Free Schools
Maintenance University Technical Colleges
LCVAP Studio Schools
Devolved Formula Capital
(80% reduction)
Academies Capital
Maintenance Fund
 Local Authorities retain a Statutory Duty to
provide pupil places
 Only new Academies can be established

8. Reality
 Fragmented system of provision and capital
funding
 Unclear delivery pipeline and private sector
drain
 Patchy value for money
 Lack of Client Capacity & Insularity

9. Opportunities
 Local Areas  Local Panels
 Area Strategies (Provision & Estates)
 Match Demand/Projections  Provision
 Lever Additional Targeted Funding and
Investment
 Engage Appropriate Specialists

10. University Technical Colleges
 New 14 to 19 Academies
 1 University & Employers
 At least 1 Technical Specialism
 08:30 to 17:00 and Extended Academic Year
 Approximately 16 open and 34 in pre-
opening

11. UTC Opportunities
 Huge Potential as a Concept
 Clear pathways to HE and Employment
 Academic Quals + Relevant Technical Skills
 Student Recruitment for Higher Education
 Skilled Local Talent for Employers

12. UTCs – Current Picture
 Early picture is mixed
 3 have received full Ofsted Inspections
 2 Require Improvement
 1 Special Measures
 Most have under-recruited
 2013 Openers are stronger
 Several Studio Schools Closing

13. UTCs and New Provision
 It is a NEW Business with No Track
Record
 Advantages to Students must be Clear
 Sponsor & Partner Group Cohesion
 Suitability of Staff Appointments
 Vested Interests

14. Common Success Factors
 Need and Demand is Clear
 The University Sponsor is ALL IN
 Student Experience, Pathways & Progression
 Local Authority is supportive & involved
 GCSEs/A Levels + Foundation Degrees/HNCs +
Technical Qualifications

15. What about the Buildings?
 Challenging budgets, programmes & processes
 £1,094/m2 (Build) and 22 to 26 weeks procurement
 Optimum procurement routes (competition & fixed
rates)
 Agree realistic sites pre-application
 High quality & experienced Advisors

16. The Future
 Significant funding available
 System will remain fragmented
 Maintain high ambition
 Opportunities to self-organise and upscale plans
 Resistance to insularity
 Advisors, procurement models, designs