This document outlines Summers-Inman's recent experience and expertise in the UK Education Sector

1. Capability Statement
Education
Building Schools for the Future
September 2008

2. Contents
Contents
• Introduction
• Offices
• Background
• Services
• Experience
• References
• Why Choose Summers-Inman?
• Further Information
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3. Introduction
Introduction
• Summers-Inman is a multi-discipline Practice providing Quantity
Surveying, Project Management, Building Surveying, CDM
Coordinator, Health & Safety Consultancy and Clerk of Works
Services from 8 offices throughout the UK.
• The Practice is the result of the merger in 2002 of Summers &
Partners (Est 1920), traditionally based in the North of England
and Scotland and WC Inman & Partners (Est 1926), based in
London and West Midlands.
• The Offices are managed through a regional structure comprising
Scotland (Glasgow and Edinburgh), The North (Newcastle and
Leeds), The Midlands (Leicester and Stafford) and the South
(London and Luton)
• The Practice has a staff of 155 and a turnover in the last financial
year of £9 million.
• The largest office is in Newcastle upon Tyne, which is also the
administrative Head Office. Approximately 45 staff are involved in
all aspects of the Public and Private sectors throughout the UK
including Health, Education, Commercial, Industrial, Residential,
and Leisure projects. The single biggest project to date has been
the £150 million redevelopment of the Inland Revenue Estates in
Longbenton carried out under PFI.
• The Practice has a high level of IT capability with all offices
networked. Exchanges of documents and technical information
are carried out through a dedicated intranet. The ‘in-house’ IT
Team, Summers-Inman Technology and Communications (SITC)
has developed Project Extranet systems so that all parties to a
particular project can access and download information without
the need for paper copies.
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4. Office Locations
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5. Background
Since the 1920’s Summers-Inman has been heavily involved in school
building programmes with local authorities, diocese, and directly with
School Governors.
Following the Scottish Schools PPP Programme launch in 2001 and
then the launch of BSF in 2003, Summers-Inman has created
education teams in each of its four regions. Building on an already
impressive CV of schools projects the Practice thought that it was
important to invest in training and recruitment in several key areas to
maximise its opportunities in this sector: -
• Whole Life Costing – it was recognised that a key driver in
government spending policy was in the direction of basing
decisions on best value over the life of a building asset. PFI has
this ethos at its very heart, however we saw this also reinforced in
OGC Guidance for the spending of all public money. From the
Practices first Whole Life Cost Appointments in the 1980’s,
Summers-Inman has developed a strong pedigree in delivering
these services. Our cost models have evolved in line with OGC
Guidance and now follow the UK supplement to BS ISO 15686-5
Part 5: Lifecycle Costing which was published this summer.
• Sustainability – it was recognised that to really add value to the
team our cost advisors would need to have an in-depth knowledge
of sustainability measurement tools such as BREEAM. The
Practice has therefore invested in training many of our senior cost
planners to understand the most cost effective way of accruing
the points to achieve the clients required sustainability standard.
Our BREEAM points tracker tool specifically developed for the
purpose ensure that the sustainability is not just bolted on when
the design is complete.
• Renewable energy – local authorities have targets to hit with
regard to the reduction of carbon emissions and the production of
energy from renewable sources. We have seen, during the course
of the last few years, project targets imposed by local authority
either directly as a client or through the planning process. It was
vitally important therefore for the practice to understand the cost
implications (both capital and whole life) of renewable energy
solutions to ensure a full participation as a valued team member
• Specialist Services Cost Advice – following the publication the
Schools Building Bulletins it was obvious that the cost of the
services installations in schools would dramatically increase. It
was therefore extremely important for the Practice to employ
specialist M&E Quantity Surveyors.
The Practice successfully provides consultancy services in the
education sector to Local Authorities, Consortium Bidding Teams,
Contractors and Funders. This document should, hopefully, provide
you with an insight into the knowledge and experience the Summers-
Inman education team.
Mark Dutton, Director
September 2008
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6. Services
To Local Authorities
Technical Advisor
Our knowledge of the BSF process and our experience of working with
Local Authorities, Diocese and Independent schools ideally place us
to advise on all financial aspects of the Building Schools for the
Future Programme. One of our BSF Teams is currently working with
Mott Macdonald advising in relation to the Northumberland Academy
Business Cases/Feasibility Studies
Our education specialists have been preparing feasibility studies and
business cases for schools in accordance with local and central
government requirements long before BSF was introduced. Our in-
house cost data together with our knowledge of the building bulletins
will ensure the production of a robust business case.
To Bidding Teams
Capital Cost Advisor
Our Education Team is fully aware of the dedication and effort
required to be part of a successful bidding team. Recent near misses
such as StaG and West Dumbartonshire PPP and successes such as
Clackmannon Schools PPP is sound experience to build on.
Whole Life cost Advisor
Our WLC models are prepared in accordance with OGC Guidelines
and with the new supplement to BS ISO 15686-5. By incorporating all
of the requirements of BREEAM our models and our service will
provide two points under BREEAM also
Estimators Quantities
Our teams of measurement surveyors are used to hitting the strict
deadlines imposed by the procurement process and build strong
relationships with estimating departments. Most of this workload is
repeat business, which is a testament to the quality of our staff.
Works Package Quantities
Prepared to a procurement schedule our quantities can be structured
to comply with the Standard Method or strict Cost Codes. All work
can be issued in electronic format via CITE or Excel. Priced packages
can be imported into our database, which can then benchmark
pricing levels to highlight continuous improvement.
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7. Services
To the Local Education Partnership
Independent Certifier/Tester
Currently providing these services on 9 major NHS LIFT Programmes.
The experience and process of delivering this service on NHS LIFT
can be transported directly to BSF.
Employers Agent
Summers-Inman have many experienced contract administrators
conversant with all of the main standard forms of contract such as
JCT and NEC. Where required these services can be supported by our
Clerks of Work.
Programme Monitor
When required our project managers have been appointed by the LEP
with the specific role of providing a regular independent assessment
of progress on site.
Health & Safety Advisor
Our Health & Safety Consultants are there to advise all clients
through their obligations under the Construction (Design &
Management) Regulations. Our team in Newcastle have also recently
been appointed by Aura Newcastle to design and implement a system
of performance standards for CDM duty holders to be audited
against.
Performance Monitor
Our cost modellers have been appointed on many PFI projects after
financial completion to put in place and administer many forms of
performance measurement systems. These have taken the form of
KPI systems and payment mechanisms for FM Contractors.
To Funders
Project Monitoring Services
Our project monitoring teams have worked for all the major lenders
on a wide variety of projects across the United Kingdom.
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8. Experience
Education Experience
Both Summers & Partners and WC Inman & Partners have a long
tradition of servicing the education sector at all levels including the
Primary, Secondary, Further and Higher education tiers, since being
established in 1920 and 1926 respectively.
Summers-Inman have been involved in all facets of servicing the
education sector with our appointments coming through councils,
private consortiums, contractors and the schools themselves,
providing services such as: –
• Full Quantity Surveying/Cost Management
• Feasibility Studies
• Estimators Quantities
• Works Package Quantities
• Whole Life Costing Exercises
• Employers Agent
• Project Manager
• CDM Coordinators/Planning Supervisors
• Monitoring Surveyors
Recent Secondary Education Experience
Part of Consortium Teams for: –
• South Tyneside & Gateshead BSF (StaG)
• West Dumbartonshire PPP
• Newcastle BSF
• Gateshead PFI
• Doncaster Single School Pathfinder BSF
• Clackmannan Schools PPP
Whole Life Costing Advisors on: –
• Northumberland County Council Single Partner Framework
• West Dumbartonshire PPP Bid
• Doncaster Single School Pathfinder BSF Bid
Technical Advisors to: –
• Northumberland Hirst Academy
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9. Experience
Quantity Surveyors to: –
• Diocese of Hexham and Newcastle
• Yarm Independent School
• Dioscesan Board of Education
• Staffordshire County Council (20+ school projects in last 3
years)
• Leicester City Council (10+school projects in last 3 years)
• City of Sunderland
Monitoring Surveyors: –
• Transform School (North Lanarkshire) Limited PFI
• Stoke Schools PFI
Project Managers for: –
• North Tyneside Council
CDM Coordinators for: –
• Northumberland County Council Single Partner Framework
• North Tyneside Council
Other Relevant Experience
Quantity Surveyors to: –
• Stockton Sixth Form College
• New College Durham
Independent Certifiers/Testers on: –
• Bury, Tameside & Glossop NHS LIFT
• Barnsley NHS LIFT
• Doncaster NHS LIFT
• Solent LIFT
• Camden & Islington NHS LIFT
• Liverpool & Sefton NHS LIFT
• Hornsley Central NHS LIFT
• South West Hampshire LIFT
• Barnet & Harringey NHS LIFT
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10. Experience
Relevant projects Carried Out or Underway this Year…
Date Title Value Service Client
Current Hirst Academy, £44M Part of Technical Advisor Northumberland
(Design) N/land Team providing cost County Council
advice
Current Stockton 6th Form £25M QS & CDM-C services for Stockton 6th Form
(Design) College new campus development, College
including demolition of
existing college in phased
programme.
Current AURA BSF £100m Strategic health and safety AURA BSF
(Site) Newcastle risk management advisor, Newcastle Local
specifically developing Education
performance standards for Partnership.
CDM duty holders to be
audited against.
Current Teddington School, £26M Quantity Surveyor and London Borough
(Design) Richmond Employers Agent of Richmond upon
Thames
Current Hexham SEN £7M Whole Life Cost Northumberland
(Site) Consultant, CDM-C County Council
services
Current Blyth PLF £25M Whole Life Cost Northumberland
(Site) Consultant, CDM-C County Council
services on programme of
5 schools
Current Calderdale schools £12M Cost Consultants (capital Calderdale Council
(Design) and whole life) for a
programme of 4 primary
schools
Current Harrow Schools £13M Preparation of Quantities Kier Southern
for pricing on programme
of improvements to 4
schools
Current Richard Rose £27M Preparation of Quantities Kier Group
Academy, Carlisle for pricing
Current Samworth £21M Preparation of Quantities Marriott
Academy, for pricing Construction
Nottinghamshire
2008 Woodchurch £20M Preparation of Quantities Kier North West
Academy, Wirral for pricing
2008 Grimsby Academy £18M Preparation of Quantities Kier Group
for pricing
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11. References
It’s nice to get some Feedback…
“In conclusion, Summers-Inman is a practice of professional,
capable and proactive quantity surveyors and managers. They
resourced our project with the right calibre and right level of
resource at all times. I therefore have no hesitation in
recommending Summers-Inman.”
Iain Betham
Capital Planning, PFI & Investment
North Tyneside Council
“ Peter and his team showed a real willingness to work
collaboratively with the College and the design team to ensure that
the project was delivered on time and on budget and to a quality
that met our expectations.
I am happy to endorse Summers-Inman as a practice of
professional, capable and proactive quantity surveyors. They
resourced our project with the right calibre of staff at all times and I
have no hesitation in recommending Summers-Inman.”
Ian Walton
Director of Finance and Corporate Services
New College Durham
“I can confirm our satisfaction with the quantity surveying services
provided by Summers-Inman. We have frequently and regularly
employed the Practice over the last four years under the
University's Framework Agreement. Most latterly, Summers- Inman
have provided the cost management consultancy on our £I8m
Transport House project, with Peter Carruthers leading the
consultant team, Colin Burdon and his team providing the day-to-
day cost management, and Philip Ross providing specialist services
cost control.
I am happy to endorse Summers-Inman as a Practice of
professional, conscientious and very capable quantity surveyors.”
Clare Rogers
Director, Estate Support Services
Newcastle University
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12. Summary
Why Choose Summers-Inman?
• Summers–Inman have considerable experience in all aspects of
the cost, procurement, management and control of the projects
that we undertake for both public and private sector clients.
• Summers–Inman have experience of working under the
conditions imposed when working as part of a bidding team and
understand the commitment required.
• Summers–Inman have an understanding and experience of the
BSF and Academies procurement and delivery process.
• Summers–Inman are a firm of assessed capability in the
provision of Quantity Surveying, Building Surveying, Project
Management, and CDM Coordinator under ISO 9001, and all our
professional services are conducted in accordance with our
Registered Quality System.
• Summers–Inman ensure that the Director or Associate
responsible maintains an active involvement throughout the
commission to achieve the necessary quality of service and level
of commitment required throughout any project.
• Summers–Inman are a fully committed and proactive member
of the Project Team.
• Summers–Inman have the experience and technical resource to
handle small or large schemes and fast-track projects.
• Summers–Inman care passionately about the quality of service
provided.
In the final analysis, the quality and effectiveness of service depend
on the character and application of the individuals involved and their
ability to relate to others, together with their technical expertise. Our
teams are specially selected, not only for their professional
competence but also for their personal energy, drive and team-
building attributes, which are vital ingredients in the successful
fulfillment of their role.
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13. Contact
Further Information
For further information regarding Summers-Inman please contact:
Mark Dutton BSc MRICS
Director
Summers–Inman
62 The Drive
Gosforth
Newcastle upon Tyne
NE3 4AR
Tel: 0191 284 1121
Fax: 0191 285 5340
Email: mark.dutton@summers-inman.co.uk
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