Ensuring clients are involved in decision-making on design saves problems in the long-term... and it keeps them happy!
To be a good head teacher you need a whole variety of skills. But designing buildings isn't likely to be one of them. So how can you expect one to sit down in a partnering meeting on the design and construction of a new school and contribute something meaningful?

This was one of the challenges that met St Helen's head of contract and asset management Eric Fairclough when the council started to create 'integrated teams'. "Local authority clients with authorities of this size don't always have the technical expertise that qualifies them to be a construction client," explains assistant chief executive Mike Foy.

That's why 12 months ago Fairclough put together a special pack, bringing together all the things an inexperienced client needs to know. And in August 2003, the council went one step further by employing a postgrad student from Salford University to act as a client adviser in a 12-month pilot.

Getting the client involved had long been a goal for Fairclough. He was already involving clients in writing briefs before Egan's report but without having the builder there too, there was no reality check. "There was always the belief that the contractor would somehow overwrite the costs," he says.

Judith Godley, senior assistant director of St Helens LEA, has had experience on the client side of building projects under traditional and partnering arrangements. In the past, although schools had the chance to look at briefs and designs, they didn't know what they were looking at: "If somebody brings something to you on a piece of paper, you think you have got what you want. On every new school, no sooner had they put the key in the lock than they would start saying: 'If only we'd thought of that, things would work so much more efficiently...'"

The Knock-on effect
For Godley, getting users to make the difficult decisions on how they will spend a limited budget, makes a huge difference. "In the past many schools just felt as if this was something that someone was doing to them."

She gives the example of one City Learning Centre where the teachers had to sacrifice integrated security shutters for car parking in order to keep to budget. But the design allows for such shutters to be fitted in the future if funds become available. So instead of being disgruntled because they haven't got what they wanted or breaking the budget, the customer is happy.

And Godley is happy. Because if headmaster A spends £1.5m rather than £1.3m on his City Learning Centre, she has to find the money somewhere. And that means visiting headmaster B to tell him he can't have a new roof until next year.

But how can a teacher, or someone like Godley from the LEA, take time out of their day jobs to design buildings? She admits it is time-consuming but says that she and the head teachers see it as positive time which will save many more hours later on when problems are avoided. "There is the feeling that you are getting it right from the start, not waiting for it to go wrong and then calling a meeting."

St Helen's have eased the pain of meetings by supporting the core group, consisting of client, funder, council, contractor, with sub-groups for design, finance, health and safety and communications. This means that clients are not having to look at every decision in every area. Specialists do that. The core group is kept abreast of its decisions and their effect on the budget with a running list of costs which is updated and referenced to each meeting.

Communicating at the right level is key. "You have got to be at pains to drop the conversation down to the right level of understanding, even if it takes longer," says Fairclough. "You have to go round – not in a disrespectful way – and say: 'Are you sure you understand that? Do you know what we're talking about?'"

Partnering progress
This is not a common skill in his 35-strong department admits Fairclough. "If we had lots of partnering projects running concurrently we would struggle." But this he is trying to resolve by having members of staff shadow partnering teams, sitting in on meetings to learn the ropes.

St Helen's first step – or rather leap – into partnering was called Bleak Hill School, a demonstration project which received plenty of publicity since it was awarded to Willmott Dixon 100% on quality. Back then in 1999, very few of the contractors who bid for the work seemed to have any idea what partnering was all about, says Fairclough. There were only four – those who were called for interview – who were near the mark. Nowadays contractors are a lot more clued up and the council looks at a weighting of 80% quality, 20% price.

Involving integration
Since then it has used partnering on several projects such as housing refurbishment, a special school and the City Learning Centres where people can get IT skills. It has worked largely with Wilmott Dixon, Shepherd and Mansell on housing refurbishment.

Now Fairclough is keen to get even more people involved in the integrated team in order to see the bigger picture better. Do we really need that building? Does it fit in with something else we are doing? These are questions he's keen to start asking.

One of their latest jobs – not yet awarded at the time of interview – involved two different projects and two different clients. One is a Surestart nursery and office, the other a new educational centre within a secure unit. Fairclough hopes this creative bundling will allow a contractor to make economies in office overheads, management and material purchases.

The council is reviewing the way it handles all its operations in the light of the lessons learned from using Rethinking Construction and Best Value principles – both within the property department and elsewhere. Foy, in his role, is responsible for all procurement. The next department to get the treatment could be social services.

"I am hoping that by creating an integrated team between perhaps the carer in the home, social services and the service provider we can get the right service at the right price delivered at the right time."

Key facts

  • Population of around 180, 000
  • Ðǿմ«Ã½ design function sits within the best value, procurement and asset management department
  • Annual capital works budget is up to £12m

Personnel

Mike Foy, assistant chief executive – has been with the council for 30 years, starting as an apprentice joiner and working through 13 jobs, including director of DLO and director of housing and social services Eric Fairclough, head of contract and asset management, started as a junior in private consultancy. He came to St Helen’s after a building economics degree and four years with Liverpool Council. He has worked in variety of QS roles Alan Cartwright, manager of the council’s quantity surveying service, is a chartered surveyor who has been with the council for 16 years Steve Linell, manager of St Helen’s architectural design section, has worked for the council for 29 years

Get the message

  • You do not have to be big to think broad
  • Integrated teamwork is the foundation to delivering successful projects
  • Put all the pieces together – examine all the factors that can influence, contribute to or benefit a project

One-to-one

Delegates expressing an interest in the one-day sessions will be forwarded a schedule of topics so as to make the day as bespoke as possible to their needs

Mentoring

You are invited to join a partnering team on a live project being an observer to the process of working in a fully integrated and open partnering environment (limited numbers of places available)

Key dates

These events are aimed at sharing information within the public sector. Mentoring or consultations with private sector firms may be possible by arrangement 31 October 2003
Addresses from construction minister Nigel Griffiths and Sir Michael Latham. Venue: Holiday Inn, St Helens 1-2 December 2003
Workshop 1: Selecting your partner. (Half day sessions. Delegates will be limited to 12 persons per session with a maximum of three per organisation) 2-3 February 2004
Workshop 2: The pre- construction process 12 February 2004
Joint open day with Mid Devon District Council venue: Tiverton Hotel, Tiverton, Devon 2 March 2004
Open day as above. Venue to be confirmed 27/04/04 WORKSHOP 3
Issues arising during the construction period and measurement of outcomes.

Contact

Mike Foy, tel 01744 456308 MikeFoy@sthelens.gov.uk