NW Supplier Meeting Presentations

1
Briefing on LSC Invitations to Tender Spring
2008 Presented to successful PQQ Applicants By
Ian Haworth
Welcome
2
Introduction
01
3
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

4
LSC Approach to Commissioning

• Set out in LSC Regional Commissioning Plan
  http//readingroom.lsc.gov.uk/lsc/NorthWest/LSC_NW
  Commissioning_Plan_200809.pdf)
• Responding to Leitch
• Mix of negotiation open competitive tendering
  (OCT)
• Young people
• Adults

5
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

6
CSR Assumptions
7
CSR Assumptions
8
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

9
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 isnt an either/or we need more disadvantaged
  individuals on priority learning

10
Machinery of Government Changes

• Proposed new Young Peoples 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

11
Timetable
12
Apprenticeships
Stephen Kelsey Skills Development Manager Sectors
Team
02
13
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

14
Young People Learner Participation
Adult Learner Participation
15
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

16
Challenges

• Declining 16-18 Cohort
• Aspiration to reach 50 HE participation for
  young people
• Increasing employer involvement

17
National Apprenticeship Service

• New delivery system
• Vacancy matching service
• Dedicated field force
• Fully functional by April 2009

18
Specification Guidance

• The Offer
• Provision that will replace poorly performing
  existing provision
• Growth in specific sectors and frameworks
• Expansion into new geographic areas/sectors

19
Sub-Regional Context

• Cheshire Warrington
• Engineering
• Construction
• Rail Transport Engineering

20
Sub-Regional Context

• Cumbria
• Hospitality Catering
• (General mix with a heavy focus on service
  sectors that reflect the Cumbrian economy)

21
Sub-Regional Context

• Greater Manchester
• Health Social Care
• Active Leisure Learning
• Hospitality Catering
• Retail

22
Sub-Regional Context

• Greater Merseyside
• Retail
• Logistics
• Financial Services
• Construction
• Travel/Tourism
• Hospitality catering
• IT

23
Sub-Regional Context

• Lancashire
• Business Administration
• Retail
• Beauty Therapy
• Retail
• (A range of other service sector related
  apprenticeships)

24
Train to Gain
Clive Duguid Provision Manager Train to Gain
03
25
Context - Train to Gain Plan for Growth

• Governments 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
  Gains expansion and to show a clear path of how
  that expansion will be achieved.
• ITTs will support planned expansion and new
  flexibilities

26
Context - Funding change

• Current arrangements
• 50 paid on start and 50 on achievement
• From 2008-09
• 75 paid over learners expected length of stay
• 25 on achievement

27
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

28
Overall Budgets

• Northwest Employer Responsive Funding
• Train to Gain Funding 100,000,000
• Cheshire and Warrington 10,000,000
• Cumbria 6,000,000
• Greater Manchester 40,000,000
• Lancashire 21,000,000
• Greater Merseyside 23,000,000
• ESF Funding
• North West 8,949,404
• Merseyside phasing-in area 8,482,684

29
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 ?)

30
Skills Pledge Plus (excludes Merseyside)Employers
signing the Skills PledgeVocationally Relevant
Second NVQ Level 2(No LEP involvement)NVQ
Level 4Companies with fewer than 50 employees(NW
exc Merseyside)Companies with fewer than 250
employees (Merseyside)SkillworksMerseyside
only
Summary of ITTs - ESF
31
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.

32
Entry to Employment
Jayne Dooley Partnership Manager Lancashire
04
33
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)

34
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

35
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

36
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

37
Further Information

• Detailed guidance on the content of e2e
  programmes can be found at http//e2e.lsc.gov.uk/
  documents/The-Framework-For-Entry-To-Employment-Pr
  ogrammes.htm http//readingroom.lsc.gov.uk/lsc/N
  ational/E2E_Entitlement_Curriculum.doc.
• A range of resources on e2e is available at
  http//e2e.lsc.gov.uk/.
• Foundation Learning Tier http//qfr.lsc.gov.uk/fl
  t/
• Demand-led Funding http//readingroom.lsc.gov.uk/
  lsc/National/nat-16-18-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/Require
  ments_for_Funding_WbL_2007-08-August2007.pdf

38
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

39
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

40
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

41
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.

42
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

43
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

44
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

45
Outputs outcomes

• circa 9,300 starts
• Expected progression rate of 50

46
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

47
Integrating Employment Skills
Anne Gornall Skills Development Director Skills
for Employability, NW Regional Skills Team
06
48
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

49
Policy

• LSC Statement of Priorities
• Better skills, Better jobs, Better lives
• Sub-national Review

50
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

51
NW Skills for Jobs Framework
52
Skills for Jobs

• Progression Routeways
• Employer engagement
• Individualised and flexible
• IAG support
• Consortia arrangements
• Outcome focused

53
ITTs

• Sustainable Employment Programme
• Employability Skills Programme
• Routeways and individual support
• Community grants

54
ITTs - Sustainable Employment Programme

• Focused on supporting Local Employment
  partnerships primarily
• Responsive to employer demand
• Progression to post employment training
  particularly Train to Gain

55
ITTs - Sustainable Employment Programme
56
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

57
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

58
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

59
Community Grants- Lancashire

• 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

60
ITTs - Routeways individual support
61
Key Issues

• The Adult employability offer
• Working Together
• Working with partners
• Achieving Results

62
Question AnswerSession
63
ESF Co-Financing
Andy Fawcett Economic Development Director North
West Region
06
64
Outcome of ESF Procurement

• Circa. 117m of Contracts Awarded
• 157 contracts
• 81 organisations
• 127 third sector organisations either as
  contractor or sub contractor

65
The Tendering Process
John Myers Regional Contracts Director
07
66
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.

67
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).

68
Schedule
Time deadlines will be specified on each ITT We
advise providers to submit early
69
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.

70
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 e-tendering portal or email
  help_at_bravosolution.co.uk

71
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

72
Content Train 2 Gain
Structure of the ITT(s)

• There is 1 National ITT that MUST be completed
  for each programme
• National READ ME FIRST Attachment provides
  instructions and guidance for completion and
  details of the programme.
• National Questionnaire Attachment specific to
  the programme.

1 NATIONAL ITT To be completed once for each
programme

• There are 9 Regional ITTs 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.

9 REGIONAL ITTs 9 Regional ITTs to be completed
for each region for which you wish to provide
the programme
73
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
74
Opening the RegionalITT(s)
REGIONAL ITT READ ME FIRST Instruction and
Guidance REGIONAL SPECIFICATION REQUIREMENTS
AND QUESTIONNAIRE

• Read the
• READ ME FIRST
• Thoroughly
• Refer Back

75
Opening the RegionalITT(s)
SPECIFICATIONS REQUIREMENTS Whats required
and where QUESTIONNAIRE What and How you intend
meet the requirements SPREADSHEET Numbers /
Outputs / Locations

• Attachments
• Word
• Excel
• ONLY!

76
Supplier Screenshot
77
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

78
Question AnswerSession