Welcome

ITT Clarification Event - Convergence

Monday 15th June 2009

Agenda

1 ESF Overview

2 Invitation to Tender

3 Application Process – Do’s and Don’ts

4 ITT Forms

5 Q & A session

ESF Overview

01

South West Region

Competitiveness and Employment – South West region excluding Cornwall and the Isles of Scilly

Convergence – Cornwall and the Isles of Scilly

Other ConsiderationsLinkages

• ERDF / RDPE / Innovative and Transnational / JCP ESF

• Mainstream

• Sectors

• Basic Skills

• Train to Gain• Sustainable Community Strategy and LAAs

• Sub-contracting Arrangements

• Evaluation

Adding Value toMainstream

Invitation to TenderSW Regional ITTs

02

Specification Titles

• Convergence – Employer

– Apprenticeship Support Employer Engagement

– Strengthening the Environment Sector

– Design and Innovation

Priority 5 target group – focused on those who are employed and includes those either at risk of redundancy or recently made redundant.

Emphasis on workforce with basic skills needs without relevant level 2 or 3 qualifications and/or Higher Level Skills.

Priority 5

Strengthening the environment sector• Funding available – £500,000

• Outputs – 300 participants

• Geographical location – Cornwall and the Isles of Scilly

• End date – June 2011

Strengthening the environment sectorResults

210 individuals achieving a minimum of one module/unit of higher level programmes (Level 3,4 or 5)

Apprenticeship Support Employer Engagement• Funding available – £500,000

• Outputs – 1775 SMEs contacted

• Geographical location – Cornwall and the Isles of Scilly

• End date – Sept 2011

Apprenticeship Support Employer EngagementResults

• Programme 1 • A minimum of 220 employers signed up and engaged

into the Apprenticeship programme• A minimum of 250 Apprenticeship starts/retentions –

measured at the end of the 13 week induction period

• Programme 2 • A minimum of 114 Apprenticeship places retained on

programme or new starts where yearly intake levels are maintained.

Design and Innovation• Funding available – £500,000

• Outputs – 333 participants

• Geographical location – Cornwall and the Isles of Scilly

• End date – July 2011

Design and InnovationResults

Increased capacity within the area to innovate and design sustainable solutions to community priorities.

240 positive outcomes

• ITT evaluation commences in July 2009 – Using fair, transparent and robust scoring framework

• Contract Award panels will agree each contract offer against the original tender specification

• Local partnership team carry out “contract clarification” with relevant providers

• Contracts expected to start from late August/September 2009

ITT Process

Application Process- Do’s and Don’ts

03

DO • Read the “Read me first” document FIRST• Start early, save regularly• Publish your response well before closing date• Only use the message facility on Bravo for

queries• Check that the ITT is complete before submitting

- Attachments must be attached- All asterisked sections MUST be completed

• If you need guidance try the “supplier help guide” on the e-tendering portal or email help@bravosolution.co.uk

DO NOT • Alter the documentation

• Try to upload documents other than Word or Excel

• Omit Attachments− if they are missing when we are evaluate then you will

not be successful• Leave it until the last minute to submit / publish your tender

• Leave your LSC e-tendering session running with no activity - if you do your session will time-out after 15 minutes and you will lose all unsaved work

PLEASE NOTESW ITTsLate Tenders will not be considered

• 5pm on the 26th June 2009 is the deadline for SW Regional ITTs

• Only exceptions to this may be audited LSC technical problems

ITT Forms

04

Questionnaire ExampleSECTION 1: ACTIVITY SUMMARY AND DELIVERY ARRANGEMENTS - Please be aware that minimum scores have been set for questions 1-5.

Activity Overview (Not Scored) (Max character limit = 500)

Tip: Please provide a summary of the activities you intend to deliver. This will be used for publicity purposes and by completing it the applicant will be deemed to have given permission for its use in this way.

Please enter your answer here

1 Meeting the Service Requirements (Max score available = 12, Min score required = 8) (Max character limit = 6,000)

Criteria: Demonstrate how the proposed activity is innovative and/or builds on effective practice to address the Service Requirements Section of the Tender Specification.

Tip: Please provide a summary of the activities you intend to deliver and give examples / evidence of how they link into the Service Requirements Section of the Tender Specification.

Identify the aim and SMART objectives for your proposed activity. An aim identifies ultimately what the activity is seeking to address. An objective identifies how the activity will deliver its aim. A SMART objective is specific, measurable, achievable, realistic and time-bound. In identifying your activity’s aim ensure that it is relevant to the Tender Specification and that your SMART objectives clearly explain how the aim will be delivered.

In responding to this criteria clearly explain what activities you propose to undertake, who the participants are what it is you propose to do with them and where. Indicate how your proposed activities are innovative and/or build on effective practice to achieve impact and identify the results that will be achieved.

Ref: NW/Y/S01/C01

Please enter your answer here

ITT Forms

Costing spreadsheetLead Organisation

Project Name

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov DecTotal Delivery for

2008Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Total Delivery for 2009

Jan Feb Mar

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov DecTotal Delivery for

2008Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Total Delivery for 2009

Jan Feb Mar

Is this funding Private or Public?

Is thig funding cash or inkind?

Is this funding secured?

2008 2009 2010 Total

Public Cash No £0

£0

£0

£0

£0

£0

£0

£0 £0 £0 £0

2008 2009 2010 TOTAL

£0

£0

£0

£0

£0

£0

£0

£0

£0

£0

£0

OUTPUTS (title)

Outreach Staff

Project Co-ord*

Total

SECTION 7: BALANCE OF FUNDING (MAXIMUM SCORE AVAILABLE = 5)

Funding Source

ESF

Ref: NW/A/S01

ESF CO-FINANCE

TENDER NW-ADULT-S01TENDER NAME

QUESTIONNAIRE(PART B - FINANCIAL)

Please enter your answer here

Please enter your answer here

SECTION 6: OUTPUT & OUTCOME PROFILE (MAXIMUM SCORE AVAILABLE = 10)

Source of FundingExpenditure Item

ST

AF

F C

OS

TS

Admin Staff*

Book-keeping*

Bus Counselling

Staff recruitment

Staff Training

Coun & Guidance

Project Manager*

Project Officer*

Office Manager*

2008 2009 2010

OUTCOMES (title)

2008 2009 2010

Instructions

The Tender Specification appropriate to your project identifies the outputs and outcomes to be delivered; applicants should indicate which of these outputs and outcomes their project will deliver. You may also add any other outputs and outcomes that are relevant to the project. All outputs should be realistic and clearly linked to the project’s aim, objectives and proposed activities.

Please provide a breakdown of how these outputs/outcomes will be delivered on a monthly basis for the project’s lifetime. The profile should be based on the number of new outputs/outcomes achieved in each month rather than being cumulative. The profile should be as realistic as possible; it should not just be flat-profiled or arbitrarily split. The profile entered here will be used for contracting purposes. Applicants must give careful consideration to their profile of delivery, we expect that projects should commence delivery to beneficiaries by at the latest 3 months after contracts are agreed.

When profiling your activity please be aware that whilst a project may assist a beneficiary on multiple occasions, the LSC will only compensate the provider for supporting the beneficiary once. Please be aware that the LSC pays against unit costs assigned to the achievement of each output and outcome, please also note that should your project overachieve the LSC is under no obligation to pay for any overdelivery.

NOTE: Make sure you scroll right in this form to fill in years 2008 - 2010.

Instructions

Tip: For most providers, this section will consist of a single line showing the ESF to be received. Only providers who wish to bring their own match funding will need to complete any lines beyond the ESF one. Please ensure that the total income for project corresponds with total expenditure identified in Section 17.

Instructions

Tip: For each budget line identify how it will be funded (ie ESF, match funding or ESF & Match Funding) and provide the anticipated amount of expenditure to be incurred in each period identified. Please ensure that the total expenditure corresponds with the total income identified in Section 6.

ITT Forms

Terms and conditions of contract

These are the terms and conditions of contract under which contracts will be let

ITT Forms

Technical and commercial responses

The technical instructions on how to complete the ITT responseThe commercial response is the demographic information for each specification, that providers wish to offerEg: this many males/ females where and what their characteristics

ITT Forms

Q & A Session

05

Q & A Session

The content from these events will shortly be available at www.lsc.gov.uk/regions/SouthWest/esf/