West Midlands Supplier Meeting Presentation

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Learning and Skills Provision 2008/09
Welcome
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Agenda
0945 Welcome and Introduction 1000 Statement of
Priorities 1015 Demand Led Funding 1035 Regional
Requirements Pilot specification and
Apprenticeships 1100 From Competence and
Excellence 1115 Break 1130 Regional Requirements
Employment Skills Partnership and Train to
Gain 1215 Invitation to Tender - how to complete
the ITT 1230 Q and A session 1250 Lunch (a
detailed Bravo session will take place over
lunch for all interested parties)

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Welcome and Introduction Julie Fowler, Regional
Contracts Director

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Learning and Skills Provision 2008/09

• UPDATE FROM WM BRIEFING (04/04/2008)
• Purpose of today is to focus on the details of WM
  Invitations to Tender (ITT)
• Only Providers successful in passing PQQ3 and/or
  PQQ4 will be sent Tenders and only these
  Providers can submit Tenders
• Apprenticeship ITT will be sent out on Monday 7th
  April returns by Monday 19th May at 2 oclock
• WM not sending out single E2E ITT but an
  innovative pilot ITT which combines E2E with
  Level 1 provision sent out Wednesday 9 April and
  returns by 21st May by 1400
• All request for support must be through BRAVO

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Machinery of Government

• DIUS and DCSF announced the consultation
• Raising Expectations enabling the system to
  deliver
• 2010 will be a time of change and a very
• different configuration of the post-16 landscape
• Two new bodies
• Young Peoples Learning Agency (YPLA)
• Skills Funding Agency (SFA) which will also house
  the National Apprenticeship Service (NAS), the
  National Employer Service, and the Adult Careers
  and Advancement Agency
• As previously announced the Train to Gain
• brokerage service will transfer to RDAs in April
  2009

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Machinery of Government
DIUS and DCSF announced the consultation and
are taking the lead, it is not for the LSC to
comment at this stage. If you would like to know
more to help you to understand the complexities
of the changes and implications please visit the
DIUS website www.dius.gov.uk

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Statement of Priorities Anna Halliday,
Partnership Director, Staffordshire

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Priorities 2008/09

• Creating demand for learning and skills
• Transforming the FE system to meet demand
• Delivering better skills, better jobs, better
  lives
• Invest in people to give them the skills
• they need for success in work and life

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Targets to 2020

• Young People
• Increase educational achievement with the aim of
  preparing every child and young person with the
  knowledge and skills to succeed in education and
  life
• Adults
• Improve the skills of the population by 2011,
  consistent with the aim of having a workforce
  that has a world-class skills base capable of
  sustaining economic competitiveness by 2020

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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 who are currently not in
  employment, education or training (NEET)
• Significant growth in Apprenticeships
• Adult Learning
• Develop a core adult offer to help people
  up-skill, re-skill and learn in each local area
• Within public funding focus on disadvantaged
• Progression to higher levels of learning and
  employment

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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

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Key Messages

• A world class system
• Continue to focus on increasing responsiveness
• Much greater emphasis on fees and commercial work
• LSC to continue with role of market maker
  intervening where the market is not responding
• Investing in infrastructure leadership,
  capacity, capital

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Demand Led Funding Paul Markham and Marlene
Pryce, Regional Contracts

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Key Features of DLF

• Three Funding Models to be introduced 2008/09
• 16-18 Model
• FE, School Sixth Form, 16-18 Apprenticeships,
  NEET, E2E see www.dfes.gov.uk/14-19
• Adult Learner Responsive Model (ALR) see
  www.dfes.gov.uk
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• Employer Responsive Model (ER)
• WBL, Train to Gain, 19Apprenticeships,
  Employer-based, NVQs

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New Funding Methodology

• Standard Learner Number (SLN)
• Provider Factor
• National Rates
• Additional Learner Support (ALS)
• (Standard Learner Numbers x Provider Factor x
  National Rate) Additional Learning Support

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Funding Agreements

• The type of funding agreement will depend on the
  type of organisation.
• Further Education Corporations who are successful
  will be funded under the terms of their financial
  memorandum
• Other public bodies such as local authorities
  will be funded under conditions of funding
• All other organisations will be expected to agree
  to the LSC standard contract for education and
  training
• All organisations responding to these ITTs will
  be taken to have accepted the appropriate terms
  and conditions of funding appropriate to their
  type of organisation

www.lsc.gov.uk/providers/funding-policy/strategic-
overview/
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Funding Requirements

• Additional requirements in relation to each
  programme are set out in the relevant funding
  guidance which form part of the terms and
  conditions of funding
• Organisations are advised to visit the LSC
  website www.lsc.gov.uk/providers/provider-procurem
  ent to see the appropriate funding guidance for
  the programme for which they are tendering - this
  will include details of funding rates for
  qualifications and other programme delivery
  requirements

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Agreeing funding levels

• Funding levels of contract to be agreed as part
  of contract clarification and where appropriate
  the national funding formula will be applied.
• New providers tendering for provision funded
  using the demand led funding system will soon be
  able to download a funding calculation programme
  to support undertake modelling of potential
  contract award levels. Check on the LSC website
  for more information www.lsc.gov.uk/providers/prov
  ider-procurement/
• Queries must be logged on BRAVO once tendering is
  complete support on funding methodology
• Train to Gain Marlene Pryce
• WBL Paul Markham

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Regional Requirements Simon Griffiths, Regional
14-19 Manager
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Pilot SpecificationEntry to Employment,
Including The Level 1Programme
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Pilot Specification

• Overview
• For the purposes of the West Midlands region, two
  programme elements are contained under one
  specification
• Entry to Employment (E2E)
• The Level 1 Programme pathfinder within E2E
• The specification launch date is Wednesday 9
  April
• Applicants will have the opportunity to apply for
  either or both of the above elements

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E2E (1)

• Aim
• Continues to be the LSCs main programme for
  targeting and supporting those learners
  considered to be NEET
• Play its full part in the 16-18 entitlement to
  learning
• Working with parents, young people, local 14-19
  partnerships and Connexions (and other referral
  agencies)
• Fulfilling The September Guarantee
• Demonstrate the types of opportunities on offer
• Role of 14-19 Area Prospectuses
• Help to define pre-Level 2 routes

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E2E (2)

• Activity
• Three interdependent core areas remain
• Basic and Key Skills
• Vocational development
• Personal and social development
• Delivery remains not time-served in nature
• Lengths of stay are not uniform
• Structure for individuals that enables them to
  progress against realistic measures
• Overlong stays on programme or a one-size-fits
  all approach will not be helpful
• Learning in a variety of settings
• Not qualification driven, but flexibility in the
  range of qualifications to promote progression

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The Level 1 Programme (1)

• Aim
• Responding to Vocational Qualification Reform and
  the publications of The Prospectus for
  Progression Pathways
• Development of a vocational route for learners
  prior to an Apprenticeship.
• Engage with employers who work with learners at
  Level 1, or employ young people without training
• A defined route within E2E
• Better understanding of the vocational options
  available at Level 1 on the road to an
  Apprenticeship

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The Level 1 Programme (2)

• Activity (1)
• Funding will not replace current programme offers
  within E2E
• Allowing providers to define a strand of E2E
  delivery into a framework that mirrors
  Apprenticeship delivery
• Not a qualification in itself but should contain
  a combination of the following
• A competence-based element at Level 1, or
• A knowledge-based element, and
• Transferable/Key Skills
• Employability Skills

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The Level 1 Programme (3)

• Activity (2)
• Programme structure must be mapped to an existing
  Apprenticeship Framework
• Qualifications will therefore provide a direct
  progression to an Apprenticeship
• Banking units/qualifications as evidence of
  prior learning
• Progression, not achievement, is still the
  overriding aim
• Learner eligibility and financial arrangements
  will be inline with those currently set out for
  E2E
• The exception to this will be learners who
  employed with out training may be considered
  eligible

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E2E and Level 1 Programme

• Outputs and funding

• Provision is sought across the whole of the West
  Midlands region

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Apprenticeships
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Specification

• Overview
• For the purposes of the tender, all ages and
  programme types are contained under one
  specification
• 16-18
• 19-24
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• Apprenticeships (Level 2)
• Advanced Apprenticeships (Level 3)

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Apprenticeships (1)

• Aim
• Grow the market for Apprenticeships in the West
  Midlands region to
• Expand and strengthen workforce skills
• Meet the needs of employment growth
• Address replacement demand across industry
  sectors
• Ensure programmes continue to play a fundamental
  part of the 16-18 entitlement to learning
• Embedding an integrated employment and skills
  package

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Apprenticeships (2)

• Activity (1)
• Continues to follow the Apprenticeship
  Blueprint
• Term Apprenticeship covers Apprenticeship,
  Advanced Apprenticeships and Programme-Led
  Apprenticeships (PLA)
• Designed to give non-employed learners a short
  period of training to equip them with the skills
  to move onto to an Apprenticeship/Advanced
  Apprenticeship
• National Apprenticeship Vacancy matching service

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Apprenticeships (3)

• Activity (2)
• There is a needs for Apprenticeships in all
  sectors
• Including progressions from stand alone NVQs
• Sectors of importance to the regional economy
• Construction.
• Manufacturing
• Service Sectors Retail, Hospitality, Tourism and
  Leisure
• Skills Challenge to the West Midlands
• Specific focus on the Public Service Sector
• Specific requirements in each of the sub-regions
  are contained in Annex A of the specification

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Apprenticeships (4)

• Outputs and funding
• Available funding up to 15,005,000
• Provision sought across the West Midlands region

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From Competence to Excellence Tom Fogden,
Deloittes MCS Ltd

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Regional Requirements Caroline Haines, Regional
Skills for Life Development Manager
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Regional Requirements

• Employment Skills Partnership
• Programme Aim
• To improve the basic literacy/language (ESOL),
  numeracy and employability skills of JCP
  customers in order to help them into work and
  progress towards achieving sustainable employment

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Regional Requirements

• Client Group - JCP customers 18 years plus with
  SfL and employability need
• Referral Process - JCP Advisors refer all
  eligible customers
• Providers need to assess for customer
  suitability, make appropriate referral if ESP is
  unsuitable
• Successful providers are expected to work closely
  with JCP strategy will be needed to ensure
  programme recruitment

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Regional Requirements

• All levels and SFL subject areas to be offered
  with access to national qualification.
• An approved Employability qualification to be
  provided
• Work tasters/placements to be offered
• Roll On/Off provision to be available all year
• Currently 8 Provider Partners offering ESP
• Procuring for target locations across the West
  Midlands
• Total ESP 8/9 budget is 3.7 million, includes
  negotiated provision.

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Regional Requirements Stephen Lilley, Regional
Skills Development Director
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• A Plan for Growth
• Overview of Train to Gain
• Train to Gain Eligibility
• Procurement Approach
• Regional Requirements
• Questions

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Overview of Train to Gain

• A Service to Employers
• - Skills Brokerage Service
• Diagnosis of employer need
• Sourcing of provision to meet need
• - Commissioned Provision
• Skills for Life
• First, full Level 2/full Level 2 for Local
  Employment Partnership participant employees
• Full Level 3
• Assess-Train-Assess model flexible delivery for
  employer and individual
• Learner Initial Assessment individual learning
  plans matrix accredited Information Advice and
  Guidance

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A plan for growth

• Significant growth in Train to Gain provision is
  required
• West Midlands Targets 2007 - 2011

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Eligibility (1)

• Employers
• Any size
• Any sector
• Employers workplace must be in England
• Public Sector some restrictions on Government
  Departments
• Exception large, national multi-sited employers
  (National Employer Service)
• For Level 3 learners there is an expectation that
  the employer will make a contribution to the
  overall cost

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Eligibility (2)

• Learners
• - Must (normally) hold a contract of employment
• Exceptions for volunteers and self-employed
  workers (restrictions apply)
• - Employees, 19 yearrs and over
• Expectation that majority of 19-25 year olds will
  follow Apprenticeship route
• - Skills for Life specific qualifications only
• - Full Level 2 qualifications
• Including Level 3 jumpers
• - Full Level 3 qualifications
• Including Level 4 jumpers

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Approach to Procurement

• Two Stage process
• Existing Train to Gain Providers
• Negotiation of 2008/09 volume and limited
  increase on 2007/08 activity
• Further growth to be tendered for through this
  ITT
• Open Procurement
• Other providers apply through this ITT

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Regional volumes (1)
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Regional volumes (2)
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Regional Requirements

• Specific requirements for the West Midlands
• Providers generate own leads
• Undertake assessment of employers needs
• Work with Skills Brokerage Service
• Offer to employers the wide range of support on
  offer
• Referral to Skills Brokerage Service
• Marketing and Employer Engagement Plans
• Quality Improvement activity
• Participate in working groups

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Invitation to Tender Gurdeep Grewal, Regional
Procurement Manager
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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, because it is quicker, there is a
  robust audit trail, it is more environmentally
  friendly, and is more secure

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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)

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Schedule
Time deadlines will be specified on each ITT We
advise providers to submit early. Please note
that West Midlands intend for the E2E / Pre
apprenticeships ITT to open on the 9 April 2008
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PQQs

• PQQs closed on 3 March 2008
• PQQ Evaluation completed
• Fair and equal consideration given to all tenders
• Consistent process across all LSC regions
• 1746 number of providers successful at this PQQ
  (4)
• 998 had already qualified at PQQ in September
  2007

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ITTs

• Tenders due 6 weeks from ITT
• Using fair, transparent and robust scoring
  framework
• Contract Award panels will agree each contract
  offer against original tender specification
• Local partnership team may carry out contract
  clarification with relevant providers - this
  will also be used to agree contract levels
• Contracts awards expected from end of June 2008

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Content Train 2 Gain
Structure of theITT(s)

• There is 1 National ITT that MUST be completed
  for each programme
• READ ME FIRST Attachment provides
  instructions and guidance for completion and
  details of the programme both National Regional
• 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)
• READ ME FIRST Attachment provides both
  national 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
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Opening the ITT(s)
NATIONAL ITT READ ME FIRST Instruction and
Guidance and National and Regional
Objectives NATIONAL QUESTIONNAIRE Quality,
Equality and Diversity

• Read the
• READ ME FIRST
• thoroughly and refer back to this if required

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Opening the RegionalITT(s)
REGIONAL ITT READ ME FIRST Instruction and
Guidance (access from National ITT) REGIONAL
SPECIFICATION REQUIREMENTS AND QUESTIONNAIRE

• Read the
• READ ME FIRST
• thoroughly and refer back to this if required

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

• Attachments
• Word
• Excel
• ONLY!

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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
• http//www.lsc.gov.uk/providers/provider-procureme
  nt/

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Q and A Session
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Thank you for attending