Transcript NW Supplier Meeting Presentations

Briefing on LSC Invitations to Tender
Spring 2008
Presented to successful PQQ Applicants
By Ian Haworth
Welcome
Introduction
Introductions &
Agenda
Ian Haworth - Area Director for Lancashire
• Stephen Kelsey, covering Apprenticeships
• Clive Duguid, Train to Gain
• Jayne Dooley, Entry to Employment
• Anne Gornall, Integrated Employment & Skills
• Q and A session
• Andy Fawcett, ESF Procurement Outcome
• John Myers, Procurement Process & Timescales
• Panel
LSC Approach to
Commissioning
Set out in LSC Regional Commissioning Plan:
http://readingroom.lsc.gov.uk/lsc/NorthWest/LSC_NWCommissio
ning_Plan_200809.pdf)
Responding to Leitch
Mix of negotiation & open & competitive tendering
(OCT)
• Young people
• Adults
LSC Approach to
Commissioning
Addressing 3 national priorities
• Creating demand for learning & skills
• Transforming the FE system to meet demand
• Delivering better skills, better jobs & better lives
And an additional regional priority
• Improving leadership & management
CSR Assumptions
Young People Funding (£millions)
2007-08
2008-09
2009-10
2010-11
£3,046
£3,300
£3,416
£3,556
Apprenticeships
£624
£637
£705
£776
e2e
£198
£185
£186
£191
SSF
£2,023
£2,054
£2,082
£2,101
£186
£196
£236
£276
£6,077
£6,373
£6,626
£6,900
FE
Specialist LLDD
Totals
CSR Assumptions
Adult Learner & Employer Responsive Funding (£millions)
2007-08
2008-09
2009-10
2010-11
£1,807
£1,785
£1,719
£1,741
Apprenticeships
£275
£290
£317
£334
TtG
£521
£657
£777
£1,023
Ufi
£114
£122
£122
£122
£24
£29
£36
£42
£2,741
£2,883
£2,971
£3,261
FE
Employability Skills programme
Totals
Key messages
Young people
• Offer for 100% of young people – increase participation
• Deliver the entitlement, September Guarantee at 16 AND 17
• Roll out of diplomas
• Target efforts to provide specialist provision to engage young
people not in employment, education or training (NEET)
• Significant growth in Apprenticeships
Adult Learning
• Develop a core adult offer to help people upskill, reskill and
learn in each local area
• Within public funding focus on disadvantaged
• Progression – to higher levels of learning and employment
Key messages
Employers
• Massive ramping up of Train to Gain activity required
• New flexibilities to enhance the Train to Gain service
• Local Employment Partnerships – skills for jobs and Train to
Gain
• Integrate Employment and Skills
• Local Employment Partnerships must be ready to deliver for
employers who sign up
• Locally we need to put together packages of support for
individuals and employer.
• Focus on meeting local needs and tackling disadvantage
through priority learning delivery – it isn’t an either/or we
need more disadvantaged individuals on priority learning
Machinery of
Government Changes
• Proposed new Young People’s Learning Agency to
support transfer of responsibility to Local
Authorities for planning and funding of 14-19
provision
• Proposed new Skills Funding Agency for Adult and
employer facing provision which will house the new
National Apprenticeship Service; the National
Employer Service and the new Adult Advancement
and Careers Service
Timetable
Date
Action
from 28 March 2008 Successful PQQ applicants receive
invitations to tender
31 March – 7 April ITT Briefing Events
early May
Deadline for receipt of Tenders
mid June
Tender evaluation complete
end June
Notification of results & start of
mandatory standstill period
Contract Clarification Commences
early July
Apprenticeships
Stephen Kelsey
Skills Development Manager
Sectors Team
Overview
• The skills challenge of the global economy
• The social benefits of integrating employment and
skills
• Extending choice between work-based and
classroom- based learning
Young People Learner Participation
Young People Delivery
2005/06
2006/07
2007/08
Apprenticeships
12,394
12,932
Advanced Apprenticeships
3,206
3,740
TOTAL
15,600
16,672
16,263
2007/08
Adult Learner Participation
Adult Delivery
2005/06
2006/07
Apprenticeships
6,399
6,935
Advanced Apprenticeships
4,378
5,425
TOTAL
10,777
12,360
14,634
REGIONAL TOTAL
26,377
29,032
30,897
Leitch Aspirations
• 400,000 Apprentices in England by 2020
• One in five of all young people to undertake an
Apprenticeship within the next decade
• Apprenticeship entitlement from 2013
• Opportunities for adults
Challenges
• Declining 16-18 Cohort
• Aspiration to reach 50% HE participation for
young people
• Increasing employer involvement
National
Apprenticeship Service
•New delivery system
•Vacancy matching service
•Dedicated field force
•Fully functional by April 2009
Specification
Guidance
The Offer
• Provision that will replace poorly performing
existing provision
• Growth in specific sectors and frameworks
• Expansion into new geographic areas/sectors
Sub-Regional
Context
Cheshire & Warrington
• Engineering
• Construction
• Rail Transport Engineering
Sub-Regional
Context
Cumbria
• Hospitality & Catering
(General mix with a heavy focus on service sectors
that reflect the Cumbrian economy)
Sub-Regional
Context
Greater Manchester
•Health & Social Care
•Active Leisure & Learning
•Hospitality & Catering
•Retail
Sub-Regional
Context
Greater Merseyside
• Retail
• Logistics
• Financial Services
• Construction
• Travel/Tourism
• Hospitality & catering
• IT
Sub-Regional
Context
Lancashire
• Business Administration
• Retail
• Beauty Therapy
• Retail
(A range of other service sector related apprenticeships)
Train to Gain
Clive Duguid
Provision Manager
Train to Gain
Context - Train to
Gain Plan for Growth
• Government’s commitment to expand the Train to Gain
Service to over £1 billion by July 2011 and includes new
flexibilities
• Fundamental reinforcement of the Train to Gain Service as
a holistic offer to employers
• ‘A Plan for Growth’ has been published by the LSC and
DIUS in support of our commitment to Train to Gain’s
expansion and to show a clear path of how that expansion
will be achieved.
• ITTs will support planned expansion and new flexibilities
Context - Funding
change
Current arrangements
• 50% paid on start and 50% on achievement
From 2008-09
• 75% paid over learner’s expected length of stay
• 25% on achievement
Our Approach
• Seeking a consistent regional offer with sub-regional
context where appropriate
• An integrated employer offer including mainstream Train to
Gain and ESF (Employer Responsive)
• Activity and funding allocated based on indicative analysis
of skill levels within the sub-regions
• Responding to research into sector priorities/gaps where
relevant
• Activity August 2008 to July 2011
Overall Budgets
Northwest Employer Responsive Funding
Train to Gain Funding
 Cheshire and Warrington
 Cumbria
 Greater Manchester
 Lancashire
 Greater Merseyside
£100,000,000
£10,000,000
£6,000,000
£40,000,000
£21,000,000
£23,000,000
ESF Funding
North West
Merseyside phasing-in area
£8,949,404
£8,482,684
Summary of ITTs –
Train to Gain
Strand One - Skills for Life
• Literacy, Numeracy, ESOL Skills for Life (with employer contribution)
• All levels
Strand Two - NVQ Level 2
• First full Level 2
• Second vocationally relevant Level 2 (employment achieved as a result of
LEP)
Strand Three – NVQ Level 3 (assumed employer contribution?)
• First full Level 3
• Second vocationally relevant Level 3 (sector specific ?)
Summary of ITTs ESF
Skills Pledge Plus (excludes Merseyside)
Employers signing the Skills Pledge
Vocationally Relevant Second NVQ Level 2
(No LEP involvement)
NVQ Level 4
Companies with fewer than 50 employees(NW exc
Merseyside)
Companies with fewer than 250 employees
(Merseyside)
Skillworks
Merseyside only
Summary
• First and second Level 2 NVQ
• First and second Level 3 NVQ
• First and second Level 4 NVQ
• Skills for Life all levels
• Skills Pledge Plus
• Skillworks
Where possible, delivered as an integrated solution to Employer
skills needs.
Entry to
Employment
Jayne Dooley
Partnership Manager
Lancashire
Aim of the E2E
Programme
• To assist young people who are not yet ready to
access apprenticeship, FE or employment through
a personalised programme of tailored support to
engage in Post 16 learning opportunities
• The main target group being those not in
education, employment or training (NEET)
Core elements of
the programme
All e2e learners must be able to access:
• Basic & key skills appropriate to their need
• Vocational development
• Personal & social development
Programme Design
• Length of stay according to need
• Personalised but structured to ensure progression
• Varied & interesting for the learner
• Allows the learner to develop & acquire skills &
appropriate qualifications
• Motivates the learner
Priority e2e young
people
• Disaffected & vulnerable
• Offenders
• Substance misusers
• Teenage parents
• Care leavers
• LLDD learners (including mental health issues)
• Young people with little or no qualifications
(including basic skills)
• Limited employability skills
Further Information
• Detailed guidance on the content of e2e programmes can be found
at: http://e2e.lsc.gov.uk/documents/The-Framework-For-Entry-ToEmployment-Programmes.htm &
http://readingroom.lsc.gov.uk/lsc/National/E2E_Entitlement_Curricul
um.doc.
• A range of resources on e2e is available at: http://e2e.lsc.gov.uk/.
• Foundation Learning Tier: http://qfr.lsc.gov.uk/flt/
• Demand-led Funding: http://readingroom.lsc.gov.uk/lsc/National/nat16-18-adult-learner-and-employer-responsive-funding-models.pdf
• Requirements for funding work based learning, including e2e
(paragraphs 174-221):
http://readingroom.lsc.gov.uk/lsc/National/Requirements_for_Fundin
g_WbL_2007-08-August2007.pdf
NW Regional Requirements
Applicants must evidence:
Collaboration
• How they will provide clear progression pathways
• Where links will be made to other initiatives (e.g.
ESF NEET projects, offender learning, LAP)
• The range of partners / sub contractors they will
work with to deliver a holistic programme
• Local geographic knowledge of areas selected
including existing partnerships & referral agencies
Performance
• A proven track record of successful delivery
• How a range of occupational sectors can be
offered
Geography of
delivery
NW will have one ITT for e2e with five annexes,
one per local LSC area:
• Each local area annex will further detail sub-area
requirements
• Applicants must clearly indicate which sub-regions
& sub-areas they wish to bid for
Cheshire &
Warrington
Three sub-areas aligning to Unitary
authorities from April 2009:
 Warrington,
 East Cheshire
 West Cheshire
Specific area requirements:
 Access to provision
 Innovation in delivery
Cumbria
No specific sub-areas – seeking a Cumbria wide
provider with effective partnership.
Specific area requirements
• Clearly demonstrate differing approaches to rural
and deprived areas
• Clear vocational links to specific sectors.
Greater Manchester
Ten sub-areas reflecting the local authorities:
Bolton, Bury, City of Manchester
Oldham, Rochdale, Salford
Stockport, Tameside, Trafford, Wigan
Specific area requirements:
• Access which accounts for local needs and cross
boundary travel
• Specialist area wide provision
• Links to learning agreement pilot
• Clear vocational links to specific sectors as
specified for individual areas
Greater Merseyside
Six sub-areas reflecting the local authorities:
Halton, Knowsley
Liverpool, Sefton
St. Helens, Wirral
Specific area requirements
• Access which accounts for local district needs and
cross boundary travel
• Clear vocational links to specific sectors as
specified for individual area requirements
Lancashire
Eight sub-areas reflecting the local authorities:
Lancaster & Morecambe, Preston, West Lancashire
Chorley & South Ribble, Burnley & Pendle
Hyndburn & Ross, Blackburn, Blackpool & Fylde &
Wyre
Specific area requirements:
• Access which accounts for local needs and cross
boundary travel
• Specialist area wide provision
• Links to learning agreement pilot
• Clear vocational links to specific sectors as
specified for individual areas
Outputs & outcomes
• circa 9,300 starts
• Expected progression rate of 50%
Funding &
Contracting Periods
Total funding £37 million per year for three years
• Earliest start date 1 August 2008
• Latest start date 1 January 2009
• End date 31 July 2011, subject to satisfactory
annual performance review
Integrating
Employment & Skills
Anne Gornall
Skills Development Director
Skills for Employability, NW Regional Skills Team
Presentation
• Policy context
• Integrating Employment and Skills (IES)
• The NW Skills for Jobs framework
• ITTs
– Sustainable Employment Programme (SEPs)
– Employability Skills Programme (ESP)
– Routeways and individual support
– Community Grants
Policy
• LSC Statement of Priorities
‘Better skills, Better jobs, Better lives’
• Sub-national Review
Integrating
Employment & Skills
• LSC/JCP joint working
• Local Employment Partnerships
• Adult Advancement Service
• Skills Health Checks
• Skills Accounts
• IES Trials
• Commission for Employment and Skills
• Skills Funding Agency
NW Skills for Jobs
Framework
Skills for Jobs
• Progression Routeways
• Employer engagement
• Individualised and flexible
• IAG support
• Consortia arrangements
• Outcome focused
ITTs
• Sustainable Employment Programme
• Employability Skills Programme
• Routeways and individual support
• Community grants
ITTs - Sustainable
Employment
Programme
• Focused on supporting Local Employment
partnerships primarily
• Responsive to employer demand
• Progression to post employment training
particularly Train to Gain
ITTs - Sustainable
Employment Programme
Area
Amount
Launch Date
Cumbria
£214,194
28/3/08
Cheshire & Warrington
£421,002
28/3/08
£2,106,599
28/3/08
Lancashire
£832,008
28/3/08
Merseyside
£2,200,000
28/3/08
£74,939
28/3/08
£5,848,742
28/3/08
Greater Manchester
Halton
Total
ITTs - Employability
Skills Programme
• Procured for Jobcentre Plus customers
• Delivers Skills for Life integrated into an
Employability setting
• Programme funding allocations will grow in
2009/10 and 2010/11
• Award small contracts initially with the potential to
grow
• Launch date 9/4/08
ITTs - Employability
Skills Programme
• NW Regional funding allocation 2008/09 is
£3,621,000
• Sub regional allocation to be advised
• Contracts will be awarded on a sub-regional basis
ITTs - Routeways &
individual support
Merseyside
– Priority Sectors
– Skills Coaching
– Employability Routeway
Cumbria
– Offenders
– Information Advice & Guidance
– Skills for Jobs Routeways
Learners with Learning Difficulties/Disabilities
– Greater Manchester Routeway into sustainable Employment
– Cheshire & Warrington, Cumbria, Halton & Lancashire
Community GrantsLancashire
• LSC acting as the sole Co-Finance organisation managing
Community Grants
• Community Grants ITT was launched on the 10 December and we
have secured a Grant Co-ordinating Body (GCB) in three of the four
Northwest areas.
• Seeking a grants administrator for Lancashire.
• Total of £442k available in 2008-2010 for grants including 10% for
administration
• Small community based organisations who would not
normally access ESF – maximum grant £12k
ITTs - Routeways &
individual support
Area
Amount Launch date
Greater Merseyside Priority Sectors
£912,395
Greater Merseyside Skills Coaching
£500,000
Greater Merseyside - Employability
£2,700,000
Greater Manchester - LLDD
£250,000
Cheshire & Warrington, Cumbria, Lancashire &
Halton - LLDD
Cumbria Skills for Jobs for Offenders
£200,000
Cumbria Skills for Jobs Routeways
£532,021
Cumbria Pathways to Progress through
Information Advice & Guidance
Community Grants
£133,211
Total
£138,762
£442,000
£5,808,389
28/3/08
28/3/08
28/3/08
25/4/08
25/4/08
28/3/08
30/5/08
To be confirmed
28/3/08
Key Issues
• The Adult employability offer
• Working Together
• Working with partners
• Achieving Results
Question & Answer
Session
ESF Co-Financing
Andy Fawcett
Economic Development Director
North West Region
Outcome of ESF
Procurement
• Circa. £117m of Contracts Awarded
• 157 contracts
• 81 organisations
• 127 third sector organisations either as
contractor or sub contractor
The Tendering
Process
John Myers
Regional Contracts Director
Procurement Policy
We believe that a sensible balance of commissioning
and tendering will:
–help to secure the provision we need
–allow new entrants to the market where they add value
and choice;
–and, simultaneously, enable good providers to grow
The LSC introduced the e-tendering system in
February 2007, the system ensures a robust audit trail
is maintained, it is more environmentally friendly, and
is more secure.
Procurement Policy
• As a public body, the LSC has to follow the public
procurement rules and must ensure that the process is
open, fair and transparent.
• We will issue 3 year contracts (where appropriate) that will
be extendable to 5 years subject to performance. Contracts
can be varied up and down in value as a result of
reconciliation and performance.
• Contracts will have start date flexibility to allow provision to
start when appropriate (i.e. do not all have to be 1st
August).
Schedule
Opens
28/03
02/04
02/04
09/04
28/03
Closes
09/05
14/05
14/05
21/05
02/05
Programme
Train to Gain
Apprenticeships
E2E
ESP
ESF
Time deadlines will be specified on each ITT
We advise providers to submit early
ITTs
• Tenders due 5 or 6 weeks from ITT
– Using fair, transparent and robust scoring
framework.
• Contract Award Panels (CAPs) will agree each
contract offer against original tender specification.
• Local partnership team will carry out “contract
clarification” with relevant providers - this will also
be used to agree contract levels.
• Contracts awards expected from end of June 2008.
Things you will need to
do
•
•
•
•
Read the “ Read me first” document FIRST
Start early
Save regularly
Publish your response well before closing date – we cannot
accept any tenders that are received passed the closing
date and time.
• 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 etendering portal or email [email protected]
You should not
• Try to upload any documents other than Word or
Excel.
• Omit Attachments.
– if they are missing when we evaluate then you
will not be successful.
• Leave it until the last minute to submit / publish
your tender(s)
• 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
• Complete requested ITTs for any region in which
you did not express an interest as they will not be
evaluated
Content: Train 2 Gain
Structure of the ITT(s)
There is 1 National ITT that MUST be completed for each
programme
1 NATIONAL ITT
To be completed once for each
programme
9 REGIONAL ITT’s
9 Regional ITT’s to be completed
for each region for which you
wish to provide the programme
•National ‘READ ME FIRST’ Attachment – provides
instructions and guidance for completion and details of
the programme.
•National Questionnaire Attachment – specific to the
programme.
There are 9 Regional ITT’s for each programme (you
should only complete those regional ITTs for which you
expressed an interest):
•Regional ‘READ ME FIRST’ Attachment – provides
regional instructions and guidance for completion and
details of the regional tender.
•Regional Questionnaire Attachment – specific to the
regional programme requirements.
•Regional Demographic Spreadsheet Attachment –
specific to the regional programme requirements.
Opening the national ITT(s)
NATIONAL ITT
READ ME FIRST
Instruction and Guidance &
National Objectives
NATIONAL QUESTIONNAIRE
Quality, Management Capacity
Read the
READ ME FIRST
Thoroughly
Refer Back
Opening the Regional
ITT(s)
REGIONAL ITT
READ ME FIRST
Instruction and Guidance
REGIONAL SPECIFICATION &
REQUIREMENTS
AND QUESTIONNAIRE
Read the
READ ME FIRST
Thoroughly
Refer Back
Opening the Regional
ITT(s)
SPECIFICATIONS &
REQUIREMENTS
What’s required and where
QUESTIONNAIRE
What and How you intend
meet the requirements
SPREADSHEET
Numbers / Outputs / Locations
Attachments
Word
Excel
ONLY!
Supplier Screenshot
PLEASE NOTE
Late Tenders cannot not be
considered
The time deadline will be specified on each
tender document
The content from these events is available at
www.lsc.gov.uk
Question & Answer
Session