School Investment Package

Learn about the one-off funding for most state schools to accelerate property upgrade works.

Level of compliance Main audience Other

Required

  • Boards
  • Principals and Tumuaki
  • Proprietors
  • Administrators

To access the funding, boards need to present a project proposal to their Property Advisor and work with the Ministry on an approved budget and delivery timeline. Note, the original December 2021 deadline for project delivery has been extended to June 30, 2022. The extension is in response to delays caused by Covid restrictions and market constraints.

Key information about the funding

What it is: A capital injection accelerating upgrade works at schools that would otherwise be deferred due to a lack of available funds.

Who it is for: State-schools only. The following are not eligible:

  • new Schools opened since 2015
  • schools in leased facilities
  • state-integrated schools
  • public private partnership (PPP) schools

What is the budget: Eligible schools receive an amount determined by their July 2019 school roll.

  • Schools will get $693 per student, to a maximum of $400,000.
  • Each eligible school will receive a minimum of $50,000.
  • Special schools will receive a flat rate of $200,000, to recognise the complexity and cost of special school property despite having generally smaller rolls.
  • Activity centres will receive a flat rate of $50,000.

School Investment Package - List of schools and funding allocation [XLSX, 1.2 MB]

Types of projects

This funding is for property upgrades, not property maintenance. Maintenance projects like painting, fixing broken equipment or repairing a broken pipe should be funded through the Property Maintenance Grant.

  • As the School Investment Package is an opportunity for schools to bring forward their discretionary projects and enhance their facilities for students now, schools should focus on projects that can be in delivery by June 30, 2022.  

Projects will vary from school to school, but examples of planned works may include: 

  • Create more collaborative space by modifying the configuration of existing teaching spaces
  • Resurfacing outdoor courts and paved areas
  • Upgrading the school’s storm water drainage systems
  • General landscaping and signage works
  • Bringing forward or expanding classroom upgrades, to improve lighting, acoustics and ventilation
  • Capital projects to keep existing pools fit for purpose (e.g. replacing a pool pump).

Timeframes

Funds will be allocated to projects once they are accepted by the Ministry.

Start dates for individual projects will vary from school to school, and work may begin as soon as quotes are approved.

  • To make sure projects funded by the School Investment Package are in delivery by June 30, 2022, schools must have identified their project, with a scope of work formally agreed, and submitted their Procurement Recommendation Report and Opening Project Documents to the Ministry, by January 31, 2022.  Approved projects may be granted further extensions if they are part of a larger infrastructure project and/or the project can’t be progressed due to Covid restrictions and/or market constraints. Talk to your Property Advisor. 

Approval process

Schools don’t need to apply for the funding. The funding is allocated to each eligible school, as with the process for 5YA allocations. Our property staff will support schools to identify projects and delivery options, and the funds will be allocated once these plans are agreed. The process is as follows:

  • schools will be asked to identify a project in their property plans and discuss with their property advisor
  • the Ministry will review and confirm the project fits within the investment package criteria
  • school undertakes compliant procurement processes to engage Consultants and Contractors. Refer to Procurement process for school property projects page
  • schools follow normal project management processes (including standard project forms) to deliver project in agreed timeframe.

If it makes sense for the Ministry to manage the projects, we can work with the school to develop a delivery plan.

If schools do not have a project planned already, they should talk to the Property Advisor as soon as possible.

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