Education
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About Hauxley Groups Education Services
Education Delivery Route
Estates Management
At Hauxley Group, we provide comprehensive Contract Administration services to the construction and civil engineering sectors, supporting our clients from project inception through to final completion with a structured, diligent, and commercially focused approach. We act as a central point of coordination between employers, contractors, consultants, and key stakeholders, ensuring that contractual obligations are clearly understood and properly administered in accordance with the chosen form of contract. Our services include preparing and issuing contract documentation, managing change control procedures, assessing and certifying interim valuations, reviewing contractor submissions, administering extensions of time, and monitoring compliance with programme and quality requirements. We maintain robust record-keeping and clear communication throughout the project lifecycle to mitigate risk, minimise the potential for disputes, and protect our clients’ commercial position.
In addition, we can incorporate CDM advisory services within our commission, undertaking the role of Principal Designer where required under the Construction (Design and Management) Regulations. In this capacity, we plan, manage, monitor, and coordinate health and safety during the pre-construction phase, ensuring that risks are identified, eliminated, or controlled so far as reasonably practicable. We coordinate the design team to ensure compliance with CDM duties, facilitate effective communication between designers and contractors, and oversee the preparation and collation of pre-construction information and the health and safety file. By integrating Contract Administration and Principal Designer responsibilities, we provide a cohesive and streamlined service that enhances compliance, strengthens risk management, and supports the safe, efficient delivery of construction and civil engineering projects in line with agreed scope, cost, time, quality, and statutory requirements.
SUPPLYCHAIN OPTIONS?
PROCESS
DFE Baseline Level 1-4 Assessment
Effective estate management is essential for ensuring that school buildings are safe, compliant, and aligned with long‑term educational priorities. The School Estate Management Standards (April 2025) set out the policies, processes, and governance arrangements required for responsible stewardship of the school estate.
To support Trusts in meeting these expectations, Hauxley Group provides a comprehensive, structured assessment designed to give leaders a clear understanding of their current level of maturity and operational effectiveness.
How Hauxley Group Supports Multi‑Academy Trusts
Hauxley Group undertakes a full organisational assessment that examines the key components of effective estate management, including:
- Governance and strategic oversight
- Leadership capacity and capability
- Operational processes and compliance
- Financial planning and value for money
- Estate condition, data quality, and asset management
- Organisational performance and risk management
By reviewing policies, processes, estate data, and stakeholder feedback, we identify:
- Strengths and areas of good practice
- Gaps and risks that require attention
- Opportunities for improvement and long‑term development
This gives Trust leaders a clear, evidence‑based picture of where they are now — and what needs to happen next.
A Tailored Strategic Plan for Improvement
Using the findings of the assessment, Hauxley Group works collaboratively with Trust leaders to develop a bespoke strategic plan aligned to the Trust’s vision, priorities, and growth ambitions.
The plan includes:
- Clear improvement priorities
- Measurable outcomes and success indicators
- Practical, achievable actions
- Realistic timescales
- Defined accountability and governance routes
This structured approach provides a roadmap for progression, supporting sustainable improvement, increased organisational maturity, and long‑term resilience.
Estate Management Maturity Levels
The School Estate Management Standards define four levels of maturity:
| Level | Description |
| Level 1 – Baseline | Minimum compliance; limited strategic oversight |
| Level 2 – Transitioning | Developing processes; improving consistency and control |
| Level 3 – Fully Effective | Strong governance, robust systems, and reliable estate data |
| Level 4 – Advanced | Strategic, proactive, and optimised estate management delivering long‑term value |
Hauxley Group helps Trusts understand their current level and provides a clear pathway to progress to the next stage.
Building Surveys (CDC 2)
CDC (2) Building Surveys provide Multi‑Academy Trusts with a detailed, evidence‑based understanding of the condition and compliance of their buildings and wider estate. These surveys identify defects, deterioration, statutory compliance issues, and health and safety risks, enabling Trusts to plan effectively and prioritise investment with confidence.
The insights gained from CDC (2) surveys support:
- Robust repair and maintenance planning
- Informed capital investment decisions
- Improved risk management
- Long‑term estate sustainability
- Compliance with statutory and regulatory requirements
How Hauxley Group Supports Trusts
Hauxley Group provides end‑to‑end support to help Trusts address the issues identified through their building surveys. Our team offers expert guidance and practical delivery support across every stage of the process, including:
✔ Technical Advice & Defect Resolution
Clear interpretation of survey findings, helping Trusts understand risks, priorities, and required actions.
✔ Scoping & Specification of Remedial Works
Developing accurate scopes, specifications, and briefs to ensure works are well‑defined and compliant.
✔ Contractor Procurement & Management
Supporting Trusts to procure competent contractors, ensuring value for money and adherence to procurement rules.
✔ On‑Site Oversight & Quality Assurance
Monitoring works on site to ensure they are delivered safely, to the required standard, and within agreed budgets and timescales.
✔ Compliance & Regulatory Assurance
Ensuring all remedial works meet statutory requirements, industry standards, and Trust policies.
A Trusted Partner for Estate Improvement
By combining technical expertise with practical project delivery, Hauxley Group helps Trusts move from survey findings to fully resolved outcomes. Our approach ensures that estates are safe, compliant, and positioned for long‑term resilience.
SCA/DFC Medium Term Fixed Plan
Maximising Capital Investment for Sustainable Estate Management
Effective use of School Condition Allocation (SCA) and Devolved Formula Capital (DFC) is essential for maintaining a safe, compliant, and resilient school estate. Hauxley Group supports Multi‑Academy Trusts in maximising the impact of these funding streams through strategic planning, robust prioritisation, and long‑term financial modelling.
Strategic Funding Advice
Hauxley Group provides expert guidance to help Trusts understand eligibility, optimise allocation, and align capital funding with estate priorities. This includes:
- Interpreting SCA and DFC funding rules
- Prioritising projects based on condition, risk, and educational impact
- Aligning investment decisions with Trust‑wide strategic objectives
- Ensuring compliance with DfE expectations and estate management standards
By using high‑quality condition data, we help Trusts target funding where it delivers the greatest value and mitigates the most significant risks.
Seven‑Year Capital & Maintenance Planning
We work with Trusts to develop a robust seven‑year financial plan that integrates:
- SCA and DFC allocations
- Condition survey findings
- Lifecycle and maintenance requirements
- Compliance and statutory obligations
- Long‑term estate and growth strategies
This forward‑looking approach enables Trusts to forecast effectively, phase delivery, and manage risk across their estate.
A Sustainable, Data‑Driven Approach
By combining strategic insight with practical estate expertise, Hauxley Group helps Trusts:
- Strengthen financial resilience
- Improve estate sustainability
- Deliver value for money
- Build a clear, defensible investment strategy
- Ensure the estate supports long‑term educational outcomes
Procurement
Compliant, Efficient and High‑Quality Contractor Procurement
Hauxley Group supports Multi‑Academy Trusts with the compliant procurement of prequalified contractors, ensuring all appointments meet the requirements of DfE Specification 25. Our approach ensures that every contractor engaged by the Trust satisfies essential technical, health and safety, safeguarding, and insurance standards.
We prioritise the use of competent local contractors, helping Trusts benefit from improved responsiveness, stronger relationships, and greater community engagement.
A Structured, Compliant Procurement Process
Hauxley Group manages the full procurement process on behalf of the Trust, ensuring:
- Full compliance with DfE Specification 25
- Verification of contractor competence and accreditation
- Assurance of safeguarding, H&S, and insurance requirements
- Enhanced DBS & Letters of Assurance checks
- Transparent and auditable procurement decisions
- Alignment with Trust policies and governance expectations
Performance‑Driven Contractor Selection
Procurement is delivered against clear KPIs to ensure efficiency and value for money, including:
- Competitive quotations from approved contractors
- Delivery of quotes to pre‑agreed deadlines
- Consistent quality of submissions
- Clear evaluation criteria to support confident decision‑making
This structured approach enables Trusts to move quickly from procurement to delivery, reducing delays and ensuring works begin on time.
Supporting Timely, High‑Quality Delivery
By combining compliance, technical expertise, and strong project oversight, Hauxley Group ensures that pre‑construction activity is well‑managed, efficient, and aligned with the Trust’s wider estate strategy
Preconstruction
Hauxley Group supports Multi‑Academy Trusts with the compliant procurement of prequalified contractors, ensuring all appointments meet the requirements of DfE Specification 25. Our approach ensures that every contractor engaged by the Trust satisfies essential technical, health and safety, safeguarding, and insurance standards.
We prioritise the use of competent local contractors, helping Trusts benefit from improved responsiveness, stronger relationships, and greater community engagement.
A Structured, Compliant Procurement Process
Hauxley Group manages the full procurement process on behalf of the Trust, ensuring:
- Full compliance with DfE Specification 25
- Verification of contractor competence and accreditation
- Assurance of safeguarding, H&S, and insurance requirements
- Enhanced DBS & Letters of Assurance checks
- Transparent and auditable procurement decisions
- Alignment with Trust policies and governance expectations
Performance‑Driven Contractor Selection
Procurement is delivered against clear KPIs to ensure efficiency and value for money, including:
- Competitive quotations from approved contractors
- Delivery of quotes to pre‑agreed deadlines
- Consistent quality of submissions
- Clear evaluation criteria to support confident decision‑making
This structured approach enables Trusts to move quickly from procurement to delivery, reducing delays and ensuring works begin on time.
Supporting Timely, High‑Quality Delivery
By combining compliance, technical expertise, and strong project oversight, Hauxley Group ensures that pre‑construction activity is well‑managed, efficient, and aligned with the Trust’s wider estate strategy
Project Delivery
Structured, Safe and Controlled Delivery of School Estate Projects
Hauxley Group provides end‑to‑end project management for school estate works, ensuring every project is delivered safely, compliantly, and with minimal disruption to education. Our approach is built around strong governance, clear communication, and rigorous control of programme, cost, quality, and risk.
Projects are managed in full alignment with CDM regulations, with all site personnel holding enhanced DBS clearance. Works are scheduled wherever possible during school holiday periods, removing the need for Headteacher oversight and ensuring the school environment remains safe and uninterrupted.
A Project Management Approach Built on Control and Assurance
Our project managers oversee every stage of delivery, including:
- Programme planning and milestone control
- Contractor coordination and site supervision
- Compliance with CDM, safeguarding, and Trust policies
- Cost monitoring and financial reporting
- Risk management and issue resolution
- Quality assurance and handover documentation
Regular progress updates provide Trust leaders with clear visibility of programme performance, budget position, and emerging risks, enabling confident and timely decision‑making
Safeguarding and Security at the Core
Safeguarding is embedded throughout our project management model. This includes:
- Controlled access and secure site boundaries
- Clear separation between contractors and pupils
- Compliance with Trust safeguarding procedures
- Alignment with the requirements of Martyn’s Law
These measures ensure that all works are delivered safely within a live school environment.
Compliance and Sustainability
All projects are delivered in accordance with DfE Specification 25, ensuring consistency, quality, and adherence to national standards. Sustainability principles are integrated into planning and delivery, supporting long‑term estate resilience and value for money.
After Care
Structured Post‑Project Support for Long‑Term Performance
Hauxley Group provides a structured and accountable aftercare service for all construction projects, ensuring quality, responsiveness, and continuity well beyond handover. Our aftercare model is built around clear KPIs, giving Trusts confidence that any issues are managed quickly, transparently, and in line with agreed performance standards.
All contractors engaged during aftercare are held to Hauxley Group’s expectations for compliance, safeguarding, and professional conduct. They remain accountable throughout the aftercare period, ensuring defects are resolved promptly and works continue to meet required standards.
We prioritise the use of trusted local contractors, enabling:
- Faster response times
- Greater continuity of service
- Improved communication and reliability
- Stronger long‑term asset performance
This approach ensures that the Trust’s estate continues to operate safely, efficiently, and sustainably long after project completion.
Review/Update
Hauxley Group supports Multi-Academy Trusts by regularly reviewing and updating these processes to reflect the Trust’s current position within its seven-year estate and investment plan, ensuring that priorities remain aligned with risk, funding availability, and strategic objectives.
This review process is undertaken in line with DfE Specification 25, providing assurance that estate management, project delivery, and procurement arrangements continue to meet required standards and best practice.
Hauxley Group actively seeks feedback on completed projects from Trust leadership and key stakeholders, using structured post-project reviews to assess performance, outcomes, and user satisfaction.
This feedback, alongside condition data and financial benchmarks, is measured against the DfE baseline and used to inform continuous improvement, enabling lessons learned to be embedded into future planning, procurement, and delivery to support the long-term sustainability and maturity of the Trust’s estate management approach.
PROCESS
DFE Baseline Level 1-4 Assessment
Effective estate management is essential for ensuring that school buildings are safe, compliant, and aligned with long‑term educational priorities. The School Estate Management Standards (April 2025) set out the policies, processes, and governance arrangements required for responsible stewardship of the school estate.
To support Trusts in meeting these expectations, Hauxley Group provides a comprehensive, structured assessment designed to give leaders a clear understanding of their current level of maturity and operational effectiveness.
How Hauxley Group Supports Multi‑Academy Trusts
Hauxley Group undertakes a full organisational assessment that examines the key components of effective estate management, including:
- Governance and strategic oversight
- Leadership capacity and capability
- Operational processes and compliance
- Financial planning and value for money
- Estate condition, data quality, and asset management
- Organisational performance and risk management
By reviewing policies, processes, estate data, and stakeholder feedback, we identify:
- Strengths and areas of good practice
- Gaps and risks that require attention
- Opportunities for improvement and long‑term development
This gives Trust leaders a clear, evidence‑based picture of where they are now — and what needs to happen next.
A Tailored Strategic Plan for Improvement
Using the findings of the assessment, Hauxley Group works collaboratively with Trust leaders to develop a bespoke strategic plan aligned to the Trust’s vision, priorities, and growth ambitions.
The plan includes:
- Clear improvement priorities
- Measurable outcomes and success indicators
- Practical, achievable actions
- Realistic timescales
- Defined accountability and governance routes
This structured approach provides a roadmap for progression, supporting sustainable improvement, increased organisational maturity, and long‑term resilience.
Estate Management Maturity Levels
The School Estate Management Standards define four levels of maturity:
| Level | Description |
| Level 1 – Baseline | Minimum compliance; limited strategic oversight |
| Level 2 – Transitioning | Developing processes; improving consistency and control |
| Level 3 – Fully Effective | Strong governance, robust systems, and reliable estate data |
| Level 4 – Advanced | Strategic, proactive, and optimised estate management delivering long‑term value |
Hauxley Group helps Trusts understand their current level and provides a clear pathway to progress to the next stage.
Building Surveys (CDC 2)
CDC (2) Building Surveys provide Multi‑Academy Trusts with a detailed, evidence‑based understanding of the condition and compliance of their buildings and wider estate. These surveys identify defects, deterioration, statutory compliance issues, and health and safety risks, enabling Trusts to plan effectively and prioritise investment with confidence.
The insights gained from CDC (2) surveys support:
- Robust repair and maintenance planning
- Informed capital investment decisions
- Improved risk management
- Long‑term estate sustainability
- Compliance with statutory and regulatory requirements
How Hauxley Group Supports Trusts
Hauxley Group provides end‑to‑end support to help Trusts address the issues identified through their building surveys. Our team offers expert guidance and practical delivery support across every stage of the process, including:
✔ Technical Advice & Defect Resolution
Clear interpretation of survey findings, helping Trusts understand risks, priorities, and required actions.
✔ Scoping & Specification of Remedial Works
Developing accurate scopes, specifications, and briefs to ensure works are well‑defined and compliant.
✔ Contractor Procurement & Management
Supporting Trusts to procure competent contractors, ensuring value for money and adherence to procurement rules.
✔ On‑Site Oversight & Quality Assurance
Monitoring works on site to ensure they are delivered safely, to the required standard, and within agreed budgets and timescales.
✔ Compliance & Regulatory Assurance
Ensuring all remedial works meet statutory requirements, industry standards, and Trust policies.
A Trusted Partner for Estate Improvement
By combining technical expertise with practical project delivery, Hauxley Group helps Trusts move from survey findings to fully resolved outcomes. Our approach ensures that estates are safe, compliant, and positioned for long‑term resilience.
SCA/DFC Medium Term Fixed Plan
Maximising Capital Investment for Sustainable Estate Management
Effective use of School Condition Allocation (SCA) and Devolved Formula Capital (DFC) is essential for maintaining a safe, compliant, and resilient school estate. Hauxley Group supports Multi‑Academy Trusts in maximising the impact of these funding streams through strategic planning, robust prioritisation, and long‑term financial modelling.
Strategic Funding Advice
Hauxley Group provides expert guidance to help Trusts understand eligibility, optimise allocation, and align capital funding with estate priorities. This includes:
- Interpreting SCA and DFC funding rules
- Prioritising projects based on condition, risk, and educational impact
- Aligning investment decisions with Trust‑wide strategic objectives
- Ensuring compliance with DfE expectations and estate management standards
By using high‑quality condition data, we help Trusts target funding where it delivers the greatest value and mitigates the most significant risks.
Seven‑Year Capital & Maintenance Planning
We work with Trusts to develop a robust seven‑year financial plan that integrates:
- SCA and DFC allocations
- Condition survey findings
- Lifecycle and maintenance requirements
- Compliance and statutory obligations
- Long‑term estate and growth strategies
This forward‑looking approach enables Trusts to forecast effectively, phase delivery, and manage risk across their estate.
A Sustainable, Data‑Driven Approach
By combining strategic insight with practical estate expertise, Hauxley Group helps Trusts:
- Strengthen financial resilience
- Improve estate sustainability
- Deliver value for money
- Build a clear, defensible investment strategy
- Ensure the estate supports long‑term educational outcomes
Procurement
Compliant, Efficient and High‑Quality Contractor Procurement
Hauxley Group supports Multi‑Academy Trusts with the compliant procurement of prequalified contractors, ensuring all appointments meet the requirements of DfE Specification 25. Our approach ensures that every contractor engaged by the Trust satisfies essential technical, health and safety, safeguarding, and insurance standards.
We prioritise the use of competent local contractors, helping Trusts benefit from improved responsiveness, stronger relationships, and greater community engagement.
A Structured, Compliant Procurement Process
Hauxley Group manages the full procurement process on behalf of the Trust, ensuring:
- Full compliance with DfE Specification 25
- Verification of contractor competence and accreditation
- Assurance of safeguarding, H&S, and insurance requirements
- Enhanced DBS & Letters of Assurance checks
- Transparent and auditable procurement decisions
- Alignment with Trust policies and governance expectations
Performance‑Driven Contractor Selection
Procurement is delivered against clear KPIs to ensure efficiency and value for money, including:
- Competitive quotations from approved contractors
- Delivery of quotes to pre‑agreed deadlines
- Consistent quality of submissions
- Clear evaluation criteria to support confident decision‑making
This structured approach enables Trusts to move quickly from procurement to delivery, reducing delays and ensuring works begin on time.
Supporting Timely, High‑Quality Delivery
By combining compliance, technical expertise, and strong project oversight, Hauxley Group ensures that pre‑construction activity is well‑managed, efficient, and aligned with the Trust’s wider estate strategy
Preconstruction
Hauxley Group supports Multi‑Academy Trusts with the compliant procurement of prequalified contractors, ensuring all appointments meet the requirements of DfE Specification 25. Our approach ensures that every contractor engaged by the Trust satisfies essential technical, health and safety, safeguarding, and insurance standards.
We prioritise the use of competent local contractors, helping Trusts benefit from improved responsiveness, stronger relationships, and greater community engagement.
A Structured, Compliant Procurement Process
Hauxley Group manages the full procurement process on behalf of the Trust, ensuring:
- Full compliance with DfE Specification 25
- Verification of contractor competence and accreditation
- Assurance of safeguarding, H&S, and insurance requirements
- Enhanced DBS & Letters of Assurance checks
- Transparent and auditable procurement decisions
- Alignment with Trust policies and governance expectations
Performance‑Driven Contractor Selection
Procurement is delivered against clear KPIs to ensure efficiency and value for money, including:
- Competitive quotations from approved contractors
- Delivery of quotes to pre‑agreed deadlines
- Consistent quality of submissions
- Clear evaluation criteria to support confident decision‑making
This structured approach enables Trusts to move quickly from procurement to delivery, reducing delays and ensuring works begin on time.
Supporting Timely, High‑Quality Delivery
By combining compliance, technical expertise, and strong project oversight, Hauxley Group ensures that pre‑construction activity is well‑managed, efficient, and aligned with the Trust’s wider estate strategy
Project Delivery
Structured, Safe and Controlled Delivery of School Estate Projects
Hauxley Group provides end‑to‑end project management for school estate works, ensuring every project is delivered safely, compliantly, and with minimal disruption to education. Our approach is built around strong governance, clear communication, and rigorous control of programme, cost, quality, and risk.
Projects are managed in full alignment with CDM regulations, with all site personnel holding enhanced DBS clearance. Works are scheduled wherever possible during school holiday periods, removing the need for Headteacher oversight and ensuring the school environment remains safe and uninterrupted.
A Project Management Approach Built on Control and Assurance
Our project managers oversee every stage of delivery, including:
- Programme planning and milestone control
- Contractor coordination and site supervision
- Compliance with CDM, safeguarding, and Trust policies
- Cost monitoring and financial reporting
- Risk management and issue resolution
- Quality assurance and handover documentation
Regular progress updates provide Trust leaders with clear visibility of programme performance, budget position, and emerging risks, enabling confident and timely decision‑making
Safeguarding and Security at the Core
Safeguarding is embedded throughout our project management model. This includes:
- Controlled access and secure site boundaries
- Clear separation between contractors and pupils
- Compliance with Trust safeguarding procedures
- Alignment with the requirements of Martyn’s Law
These measures ensure that all works are delivered safely within a live school environment.
Compliance and Sustainability
All projects are delivered in accordance with DfE Specification 25, ensuring consistency, quality, and adherence to national standards. Sustainability principles are integrated into planning and delivery, supporting long‑term estate resilience and value for money.
After Care
Structured Post‑Project Support for Long‑Term Performance
Hauxley Group provides a structured and accountable aftercare service for all construction projects, ensuring quality, responsiveness, and continuity well beyond handover. Our aftercare model is built around clear KPIs, giving Trusts confidence that any issues are managed quickly, transparently, and in line with agreed performance standards.
All contractors engaged during aftercare are held to Hauxley Group’s expectations for compliance, safeguarding, and professional conduct. They remain accountable throughout the aftercare period, ensuring defects are resolved promptly and works continue to meet required standards.
We prioritise the use of trusted local contractors, enabling:
- Faster response times
- Greater continuity of service
- Improved communication and reliability
- Stronger long‑term asset performance
This approach ensures that the Trust’s estate continues to operate safely, efficiently, and sustainably long after project completion.
Review/Update
Hauxley Group supports Multi-Academy Trusts by regularly reviewing and updating these processes to reflect the Trust’s current position within its seven-year estate and investment plan, ensuring that priorities remain aligned with risk, funding availability, and strategic objectives.
This review process is undertaken in line with DfE Specification 25, providing assurance that estate management, project delivery, and procurement arrangements continue to meet required standards and best practice.
Hauxley Group actively seeks feedback on completed projects from Trust leadership and key stakeholders, using structured post-project reviews to assess performance, outcomes, and user satisfaction.
This feedback, alongside condition data and financial benchmarks, is measured against the DfE baseline and used to inform continuous improvement, enabling lessons learned to be embedded into future planning, procurement, and delivery to support the long-term sustainability and maturity of the Trust’s estate management approach.
At Hauxley Group, we deliver comprehensive Principal Contractor, Principal Designer, and CDM services across the construction and civil engineering sectors, providing our clients with a fully integrated approach to health, safety, and project delivery. Acting as Principal Contractor, we plan, manage, monitor, and coordinate the construction phase to ensure works are carried out safely, efficiently, and in full compliance with the Construction (Design and Management) Regulations, maintaining robust site management procedures, clear communication channels, and effective coordination of all contractors and stakeholders.
In our role as Principal Designer, we lead and manage health and safety during the pre-construction phase, coordinating the design team to identify, eliminate, and control risks at source, ensuring that statutory duties are met and that comprehensive pre-construction information and health and safety files are properly developed and maintained. Our CDM advisory services support clients in understanding and discharging their legal responsibilities, embedding practical risk management strategies throughout the project lifecycle.
Projects can be delivered using our experienced direct labour workforce, giving clients confidence in quality control and programme certainty, or through our trusted supply chain partners selected from Hauxley Group’s preapproved Framework, ensuring competence, reliability, and alignment with our high standards of safety and performance. This flexible delivery model allows us to tailor our service to each project’s scale and complexity while maintaining consistent governance, compliance, and quality outcomes.
SUPPLYCHAIN OPTIONS?
PROCESS
DFE Baseline Level 1-4 Assessment
Effective estate management is essential for ensuring that school buildings are safe, compliant, and aligned with long‑term educational priorities. The School Estate Management Standards (April 2025) set out the policies, processes, and governance arrangements required for responsible stewardship of the school estate.
To support Trusts in meeting these expectations, Hauxley Group provides a comprehensive, structured assessment designed to give leaders a clear understanding of their current level of maturity and operational effectiveness.
How Hauxley Group Supports Multi‑Academy Trusts
Hauxley Group undertakes a full organisational assessment that examines the key components of effective estate management, including:
- Governance and strategic oversight
- Leadership capacity and capability
- Operational processes and compliance
- Financial planning and value for money
- Estate condition, data quality, and asset management
- Organisational performance and risk management
By reviewing policies, processes, estate data, and stakeholder feedback, we identify:
- Strengths and areas of good practice
- Gaps and risks that require attention
- Opportunities for improvement and long‑term development
This gives Trust leaders a clear, evidence‑based picture of where they are now — and what needs to happen next.
A Tailored Strategic Plan for Improvement
Using the findings of the assessment, Hauxley Group works collaboratively with Trust leaders to develop a bespoke strategic plan aligned to the Trust’s vision, priorities, and growth ambitions.
The plan includes:
- Clear improvement priorities
- Measurable outcomes and success indicators
- Practical, achievable actions
- Realistic timescales
- Defined accountability and governance routes
This structured approach provides a roadmap for progression, supporting sustainable improvement, increased organisational maturity, and long‑term resilience.
Estate Management Maturity Levels
The School Estate Management Standards define four levels of maturity:
| Level | Description |
| Level 1 – Baseline | Minimum compliance; limited strategic oversight |
| Level 2 – Transitioning | Developing processes; improving consistency and control |
| Level 3 – Fully Effective | Strong governance, robust systems, and reliable estate data |
| Level 4 – Advanced | Strategic, proactive, and optimised estate management delivering long‑term value |
Hauxley Group helps Trusts understand their current level and provides a clear pathway to progress to the next stage.
Building Surveys (CDC 2)
CDC (2) Building Surveys provide Multi‑Academy Trusts with a detailed, evidence‑based understanding of the condition and compliance of their buildings and wider estate. These surveys identify defects, deterioration, statutory compliance issues, and health and safety risks, enabling Trusts to plan effectively and prioritise investment with confidence.
The insights gained from CDC (2) surveys support:
- Robust repair and maintenance planning
- Informed capital investment decisions
- Improved risk management
- Long‑term estate sustainability
- Compliance with statutory and regulatory requirements
How Hauxley Group Supports Trusts
Hauxley Group provides end‑to‑end support to help Trusts address the issues identified through their building surveys. Our team offers expert guidance and practical delivery support across every stage of the process, including:
✔ Technical Advice & Defect Resolution
Clear interpretation of survey findings, helping Trusts understand risks, priorities, and required actions.
✔ Scoping & Specification of Remedial Works
Developing accurate scopes, specifications, and briefs to ensure works are well‑defined and compliant.
✔ Contractor Procurement & Management
Supporting Trusts to procure competent contractors, ensuring value for money and adherence to procurement rules.
✔ On‑Site Oversight & Quality Assurance
Monitoring works on site to ensure they are delivered safely, to the required standard, and within agreed budgets and timescales.
✔ Compliance & Regulatory Assurance
Ensuring all remedial works meet statutory requirements, industry standards, and Trust policies.
A Trusted Partner for Estate Improvement
By combining technical expertise with practical project delivery, Hauxley Group helps Trusts move from survey findings to fully resolved outcomes. Our approach ensures that estates are safe, compliant, and positioned for long‑term resilience.
SCA/DFC Medium Term Fixed Plan
Maximising Capital Investment for Sustainable Estate Management
Effective use of School Condition Allocation (SCA) and Devolved Formula Capital (DFC) is essential for maintaining a safe, compliant, and resilient school estate. Hauxley Group supports Multi‑Academy Trusts in maximising the impact of these funding streams through strategic planning, robust prioritisation, and long‑term financial modelling.
Strategic Funding Advice
Hauxley Group provides expert guidance to help Trusts understand eligibility, optimise allocation, and align capital funding with estate priorities. This includes:
- Interpreting SCA and DFC funding rules
- Prioritising projects based on condition, risk, and educational impact
- Aligning investment decisions with Trust‑wide strategic objectives
- Ensuring compliance with DfE expectations and estate management standards
By using high‑quality condition data, we help Trusts target funding where it delivers the greatest value and mitigates the most significant risks.
Seven‑Year Capital & Maintenance Planning
We work with Trusts to develop a robust seven‑year financial plan that integrates:
- SCA and DFC allocations
- Condition survey findings
- Lifecycle and maintenance requirements
- Compliance and statutory obligations
- Long‑term estate and growth strategies
This forward‑looking approach enables Trusts to forecast effectively, phase delivery, and manage risk across their estate.
A Sustainable, Data‑Driven Approach
By combining strategic insight with practical estate expertise, Hauxley Group helps Trusts:
- Strengthen financial resilience
- Improve estate sustainability
- Deliver value for money
- Build a clear, defensible investment strategy
- Ensure the estate supports long‑term educational outcomes
Procurement
Compliant, Efficient and High‑Quality Contractor Procurement
Hauxley Group supports Multi‑Academy Trusts with the compliant procurement of prequalified contractors, ensuring all appointments meet the requirements of DfE Specification 25. Our approach ensures that every contractor engaged by the Trust satisfies essential technical, health and safety, safeguarding, and insurance standards.
We prioritise the use of competent local contractors, helping Trusts benefit from improved responsiveness, stronger relationships, and greater community engagement.
A Structured, Compliant Procurement Process
Hauxley Group manages the full procurement process on behalf of the Trust, ensuring:
- Full compliance with DfE Specification 25
- Verification of contractor competence and accreditation
- Assurance of safeguarding, H&S, and insurance requirements
- Enhanced DBS & Letters of Assurance checks
- Transparent and auditable procurement decisions
- Alignment with Trust policies and governance expectations
Performance‑Driven Contractor Selection
Procurement is delivered against clear KPIs to ensure efficiency and value for money, including:
- Competitive quotations from approved contractors
- Delivery of quotes to pre‑agreed deadlines
- Consistent quality of submissions
- Clear evaluation criteria to support confident decision‑making
This structured approach enables Trusts to move quickly from procurement to delivery, reducing delays and ensuring works begin on time.
Supporting Timely, High‑Quality Delivery
By combining compliance, technical expertise, and strong project oversight, Hauxley Group ensures that pre‑construction activity is well‑managed, efficient, and aligned with the Trust’s wider estate strategy
Preconstruction
Hauxley Group supports Multi‑Academy Trusts with the compliant procurement of prequalified contractors, ensuring all appointments meet the requirements of DfE Specification 25. Our approach ensures that every contractor engaged by the Trust satisfies essential technical, health and safety, safeguarding, and insurance standards.
We prioritise the use of competent local contractors, helping Trusts benefit from improved responsiveness, stronger relationships, and greater community engagement.
A Structured, Compliant Procurement Process
Hauxley Group manages the full procurement process on behalf of the Trust, ensuring:
- Full compliance with DfE Specification 25
- Verification of contractor competence and accreditation
- Assurance of safeguarding, H&S, and insurance requirements
- Enhanced DBS & Letters of Assurance checks
- Transparent and auditable procurement decisions
- Alignment with Trust policies and governance expectations
Performance‑Driven Contractor Selection
Procurement is delivered against clear KPIs to ensure efficiency and value for money, including:
- Competitive quotations from approved contractors
- Delivery of quotes to pre‑agreed deadlines
- Consistent quality of submissions
- Clear evaluation criteria to support confident decision‑making
This structured approach enables Trusts to move quickly from procurement to delivery, reducing delays and ensuring works begin on time.
Supporting Timely, High‑Quality Delivery
By combining compliance, technical expertise, and strong project oversight, Hauxley Group ensures that pre‑construction activity is well‑managed, efficient, and aligned with the Trust’s wider estate strategy
Project Delivery
Structured, Safe and Controlled Delivery of School Estate Projects
Hauxley Group provides end‑to‑end project management for school estate works, ensuring every project is delivered safely, compliantly, and with minimal disruption to education. Our approach is built around strong governance, clear communication, and rigorous control of programme, cost, quality, and risk.
Projects are managed in full alignment with CDM regulations, with all site personnel holding enhanced DBS clearance. Works are scheduled wherever possible during school holiday periods, removing the need for Headteacher oversight and ensuring the school environment remains safe and uninterrupted.
A Project Management Approach Built on Control and Assurance
Our project managers oversee every stage of delivery, including:
- Programme planning and milestone control
- Contractor coordination and site supervision
- Compliance with CDM, safeguarding, and Trust policies
- Cost monitoring and financial reporting
- Risk management and issue resolution
- Quality assurance and handover documentation
Regular progress updates provide Trust leaders with clear visibility of programme performance, budget position, and emerging risks, enabling confident and timely decision‑making
Safeguarding and Security at the Core
Safeguarding is embedded throughout our project management model. This includes:
- Controlled access and secure site boundaries
- Clear separation between contractors and pupils
- Compliance with Trust safeguarding procedures
- Alignment with the requirements of Martyn’s Law
These measures ensure that all works are delivered safely within a live school environment.
Compliance and Sustainability
All projects are delivered in accordance with DfE Specification 25, ensuring consistency, quality, and adherence to national standards. Sustainability principles are integrated into planning and delivery, supporting long‑term estate resilience and value for money.
After Care
Structured Post‑Project Support for Long‑Term Performance
Hauxley Group provides a structured and accountable aftercare service for all construction projects, ensuring quality, responsiveness, and continuity well beyond handover. Our aftercare model is built around clear KPIs, giving Trusts confidence that any issues are managed quickly, transparently, and in line with agreed performance standards.
All contractors engaged during aftercare are held to Hauxley Group’s expectations for compliance, safeguarding, and professional conduct. They remain accountable throughout the aftercare period, ensuring defects are resolved promptly and works continue to meet required standards.
We prioritise the use of trusted local contractors, enabling:
- Faster response times
- Greater continuity of service
- Improved communication and reliability
- Stronger long‑term asset performance
This approach ensures that the Trust’s estate continues to operate safely, efficiently, and sustainably long after project completion.
Review/Update
Hauxley Group supports Multi-Academy Trusts by regularly reviewing and updating these processes to reflect the Trust’s current position within its seven-year estate and investment plan, ensuring that priorities remain aligned with risk, funding availability, and strategic objectives.
This review process is undertaken in line with DfE Specification 25, providing assurance that estate management, project delivery, and procurement arrangements continue to meet required standards and best practice.
Hauxley Group actively seeks feedback on completed projects from Trust leadership and key stakeholders, using structured post-project reviews to assess performance, outcomes, and user satisfaction.
This feedback, alongside condition data and financial benchmarks, is measured against the DfE baseline and used to inform continuous improvement, enabling lessons learned to be embedded into future planning, procurement, and delivery to support the long-term sustainability and maturity of the Trust’s estate management approach.
PROCESS
DFE Baseline Level 1-4 Assessment
Effective estate management is essential for ensuring that school buildings are safe, compliant, and aligned with long‑term educational priorities. The School Estate Management Standards (April 2025) set out the policies, processes, and governance arrangements required for responsible stewardship of the school estate.
To support Trusts in meeting these expectations, Hauxley Group provides a comprehensive, structured assessment designed to give leaders a clear understanding of their current level of maturity and operational effectiveness.
How Hauxley Group Supports Multi‑Academy Trusts
Hauxley Group undertakes a full organisational assessment that examines the key components of effective estate management, including:
- Governance and strategic oversight
- Leadership capacity and capability
- Operational processes and compliance
- Financial planning and value for money
- Estate condition, data quality, and asset management
- Organisational performance and risk management
By reviewing policies, processes, estate data, and stakeholder feedback, we identify:
- Strengths and areas of good practice
- Gaps and risks that require attention
- Opportunities for improvement and long‑term development
This gives Trust leaders a clear, evidence‑based picture of where they are now — and what needs to happen next.
A Tailored Strategic Plan for Improvement
Using the findings of the assessment, Hauxley Group works collaboratively with Trust leaders to develop a bespoke strategic plan aligned to the Trust’s vision, priorities, and growth ambitions.
The plan includes:
- Clear improvement priorities
- Measurable outcomes and success indicators
- Practical, achievable actions
- Realistic timescales
- Defined accountability and governance routes
This structured approach provides a roadmap for progression, supporting sustainable improvement, increased organisational maturity, and long‑term resilience.
Estate Management Maturity Levels
The School Estate Management Standards define four levels of maturity:
| Level | Description |
| Level 1 – Baseline | Minimum compliance; limited strategic oversight |
| Level 2 – Transitioning | Developing processes; improving consistency and control |
| Level 3 – Fully Effective | Strong governance, robust systems, and reliable estate data |
| Level 4 – Advanced | Strategic, proactive, and optimised estate management delivering long‑term value |
Hauxley Group helps Trusts understand their current level and provides a clear pathway to progress to the next stage.
Building Surveys (CDC 2)
CDC (2) Building Surveys provide Multi‑Academy Trusts with a detailed, evidence‑based understanding of the condition and compliance of their buildings and wider estate. These surveys identify defects, deterioration, statutory compliance issues, and health and safety risks, enabling Trusts to plan effectively and prioritise investment with confidence.
The insights gained from CDC (2) surveys support:
- Robust repair and maintenance planning
- Informed capital investment decisions
- Improved risk management
- Long‑term estate sustainability
- Compliance with statutory and regulatory requirements
How Hauxley Group Supports Trusts
Hauxley Group provides end‑to‑end support to help Trusts address the issues identified through their building surveys. Our team offers expert guidance and practical delivery support across every stage of the process, including:
✔ Technical Advice & Defect Resolution
Clear interpretation of survey findings, helping Trusts understand risks, priorities, and required actions.
✔ Scoping & Specification of Remedial Works
Developing accurate scopes, specifications, and briefs to ensure works are well‑defined and compliant.
✔ Contractor Procurement & Management
Supporting Trusts to procure competent contractors, ensuring value for money and adherence to procurement rules.
✔ On‑Site Oversight & Quality Assurance
Monitoring works on site to ensure they are delivered safely, to the required standard, and within agreed budgets and timescales.
✔ Compliance & Regulatory Assurance
Ensuring all remedial works meet statutory requirements, industry standards, and Trust policies.
A Trusted Partner for Estate Improvement
By combining technical expertise with practical project delivery, Hauxley Group helps Trusts move from survey findings to fully resolved outcomes. Our approach ensures that estates are safe, compliant, and positioned for long‑term resilience.
SCA/DFC Medium Term Fixed Plan
Maximising Capital Investment for Sustainable Estate Management
Effective use of School Condition Allocation (SCA) and Devolved Formula Capital (DFC) is essential for maintaining a safe, compliant, and resilient school estate. Hauxley Group supports Multi‑Academy Trusts in maximising the impact of these funding streams through strategic planning, robust prioritisation, and long‑term financial modelling.
Strategic Funding Advice
Hauxley Group provides expert guidance to help Trusts understand eligibility, optimise allocation, and align capital funding with estate priorities. This includes:
- Interpreting SCA and DFC funding rules
- Prioritising projects based on condition, risk, and educational impact
- Aligning investment decisions with Trust‑wide strategic objectives
- Ensuring compliance with DfE expectations and estate management standards
By using high‑quality condition data, we help Trusts target funding where it delivers the greatest value and mitigates the most significant risks.
Seven‑Year Capital & Maintenance Planning
We work with Trusts to develop a robust seven‑year financial plan that integrates:
- SCA and DFC allocations
- Condition survey findings
- Lifecycle and maintenance requirements
- Compliance and statutory obligations
- Long‑term estate and growth strategies
This forward‑looking approach enables Trusts to forecast effectively, phase delivery, and manage risk across their estate.
A Sustainable, Data‑Driven Approach
By combining strategic insight with practical estate expertise, Hauxley Group helps Trusts:
- Strengthen financial resilience
- Improve estate sustainability
- Deliver value for money
- Build a clear, defensible investment strategy
- Ensure the estate supports long‑term educational outcomes
Procurement
Compliant, Efficient and High‑Quality Contractor Procurement
Hauxley Group supports Multi‑Academy Trusts with the compliant procurement of prequalified contractors, ensuring all appointments meet the requirements of DfE Specification 25. Our approach ensures that every contractor engaged by the Trust satisfies essential technical, health and safety, safeguarding, and insurance standards.
We prioritise the use of competent local contractors, helping Trusts benefit from improved responsiveness, stronger relationships, and greater community engagement.
A Structured, Compliant Procurement Process
Hauxley Group manages the full procurement process on behalf of the Trust, ensuring:
- Full compliance with DfE Specification 25
- Verification of contractor competence and accreditation
- Assurance of safeguarding, H&S, and insurance requirements
- Enhanced DBS & Letters of Assurance checks
- Transparent and auditable procurement decisions
- Alignment with Trust policies and governance expectations
Performance‑Driven Contractor Selection
Procurement is delivered against clear KPIs to ensure efficiency and value for money, including:
- Competitive quotations from approved contractors
- Delivery of quotes to pre‑agreed deadlines
- Consistent quality of submissions
- Clear evaluation criteria to support confident decision‑making
This structured approach enables Trusts to move quickly from procurement to delivery, reducing delays and ensuring works begin on time.
Supporting Timely, High‑Quality Delivery
By combining compliance, technical expertise, and strong project oversight, Hauxley Group ensures that pre‑construction activity is well‑managed, efficient, and aligned with the Trust’s wider estate strategy
Preconstruction
Hauxley Group supports Multi‑Academy Trusts with the compliant procurement of prequalified contractors, ensuring all appointments meet the requirements of DfE Specification 25. Our approach ensures that every contractor engaged by the Trust satisfies essential technical, health and safety, safeguarding, and insurance standards.
We prioritise the use of competent local contractors, helping Trusts benefit from improved responsiveness, stronger relationships, and greater community engagement.
A Structured, Compliant Procurement Process
Hauxley Group manages the full procurement process on behalf of the Trust, ensuring:
- Full compliance with DfE Specification 25
- Verification of contractor competence and accreditation
- Assurance of safeguarding, H&S, and insurance requirements
- Enhanced DBS & Letters of Assurance checks
- Transparent and auditable procurement decisions
- Alignment with Trust policies and governance expectations
Performance‑Driven Contractor Selection
Procurement is delivered against clear KPIs to ensure efficiency and value for money, including:
- Competitive quotations from approved contractors
- Delivery of quotes to pre‑agreed deadlines
- Consistent quality of submissions
- Clear evaluation criteria to support confident decision‑making
This structured approach enables Trusts to move quickly from procurement to delivery, reducing delays and ensuring works begin on time.
Supporting Timely, High‑Quality Delivery
By combining compliance, technical expertise, and strong project oversight, Hauxley Group ensures that pre‑construction activity is well‑managed, efficient, and aligned with the Trust’s wider estate strategy
Project Delivery
Structured, Safe and Controlled Delivery of School Estate Projects
Hauxley Group provides end‑to‑end project management for school estate works, ensuring every project is delivered safely, compliantly, and with minimal disruption to education. Our approach is built around strong governance, clear communication, and rigorous control of programme, cost, quality, and risk.
Projects are managed in full alignment with CDM regulations, with all site personnel holding enhanced DBS clearance. Works are scheduled wherever possible during school holiday periods, removing the need for Headteacher oversight and ensuring the school environment remains safe and uninterrupted.
A Project Management Approach Built on Control and Assurance
Our project managers oversee every stage of delivery, including:
- Programme planning and milestone control
- Contractor coordination and site supervision
- Compliance with CDM, safeguarding, and Trust policies
- Cost monitoring and financial reporting
- Risk management and issue resolution
- Quality assurance and handover documentation
Regular progress updates provide Trust leaders with clear visibility of programme performance, budget position, and emerging risks, enabling confident and timely decision‑making
Safeguarding and Security at the Core
Safeguarding is embedded throughout our project management model. This includes:
- Controlled access and secure site boundaries
- Clear separation between contractors and pupils
- Compliance with Trust safeguarding procedures
- Alignment with the requirements of Martyn’s Law
These measures ensure that all works are delivered safely within a live school environment.
Compliance and Sustainability
All projects are delivered in accordance with DfE Specification 25, ensuring consistency, quality, and adherence to national standards. Sustainability principles are integrated into planning and delivery, supporting long‑term estate resilience and value for money.
After Care
Structured Post‑Project Support for Long‑Term Performance
Hauxley Group provides a structured and accountable aftercare service for all construction projects, ensuring quality, responsiveness, and continuity well beyond handover. Our aftercare model is built around clear KPIs, giving Trusts confidence that any issues are managed quickly, transparently, and in line with agreed performance standards.
All contractors engaged during aftercare are held to Hauxley Group’s expectations for compliance, safeguarding, and professional conduct. They remain accountable throughout the aftercare period, ensuring defects are resolved promptly and works continue to meet required standards.
We prioritise the use of trusted local contractors, enabling:
- Faster response times
- Greater continuity of service
- Improved communication and reliability
- Stronger long‑term asset performance
This approach ensures that the Trust’s estate continues to operate safely, efficiently, and sustainably long after project completion.
Review/Update
Hauxley Group supports Multi-Academy Trusts by regularly reviewing and updating these processes to reflect the Trust’s current position within its seven-year estate and investment plan, ensuring that priorities remain aligned with risk, funding availability, and strategic objectives.
This review process is undertaken in line with DfE Specification 25, providing assurance that estate management, project delivery, and procurement arrangements continue to meet required standards and best practice.
Hauxley Group actively seeks feedback on completed projects from Trust leadership and key stakeholders, using structured post-project reviews to assess performance, outcomes, and user satisfaction.
This feedback, alongside condition data and financial benchmarks, is measured against the DfE baseline and used to inform continuous improvement, enabling lessons learned to be embedded into future planning, procurement, and delivery to support the long-term sustainability and maturity of the Trust’s estate management approach.
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Client Testimonials
“We recently worked with The Hauxley Group to plan, design and install a drainage solution for our EYFS playground, and the impact has been nothing short of transformational. The new system has revolutionised how our children access and engage with the outdoor provision, allowing them to enjoy the space safely and consistently throughout the year. From the very beginning, the team were exceptional. Their project management was clear, proactive and highly professional, giving us complete confidence at every stage of the process. The quality of the work completed was outstanding, with real attention to detail and a finish that exceeded our expectations. I would recommend The Hauxley Group in a heartbeat. Their expertise, workmanship and commitment to delivering the best possible outcome have made a genuine difference to our school community.”
S Harvey,
Headteacher, John Emmerson Batty Primary School
“We approached Hauxley group in early 2024 through a recommendation. After an initial sit down to understand our requirements, they quickly became engaged on projects and were raring to go. From commercial control and expertise, to professional client engagement, Hauxley quickly became an assett to our supply chain. Communication and integration to the existing team was second to none and it felt like our commercial team had grown overnight so to speak. Would very much recommend John and team for future commercial support.”
Commercial Director, Applebridge
“We have had the pleasure of working with Hauxley Group across multiple refurbishment projects, where they oversaw the quantity surveying function from inception through to completion. Their professionalism, accuracy, and proactive approach have been instrumental in ensuring each project was delivered within budget and with strong financial control throughout. Hauxley Group consistently provided clear cost advice, thorough reporting, and sound commercial guidance at every stage. Their attention to detail and ability to anticipate and manage risks gave us confidence in the financial management of even the more complex refurbishments. They worked collaboratively with the wider project team, resolving issues efficiently and maintaining transparency at all times. Their expertise in refurbishment works, combined with their responsive and solutions-focused mindset, has made them a valued partner. We would not hesitate to recommend Hauxley Group for quantity surveying services and look forward to working with them again on future projects.”
Director, Hexa Projects
