LONDON COUNCILS EUROPEAN SOCIAL FUND CO-FINANCING PROGRAMME 2012 – 2015 Borough Co-financed Projects Tender Form Deadline for tenders: 12 noon, 24th October 2012 Please ensure that your project fits the specifications outlined in the tendering prospectus and that you have read the London Councils ESF Co-financing Prospectus 2012-2015 and London Councils ESF Co-financing Plan before you complete this tender form. Please note: If your tender is successful, the contents of this form will become a part of your contract. Part A. Information about your organisation Part A. Information about your organisation (Please click inside the grey shaded area to type your answers) Name of organisation Title of project Target Borough (City, H&F, Westminster) Project start date (dd/mm/yyyy) Project end date (dd/mm/yyyy) Main contact for contracting (if successful) Position in organisation Building Street address Borough City Postcode Telephone number Fax number Email address Main contact for delivery (if successful) Telephone number Email address Please provide a short summary of your project (less than 50 words) Part A. Information about your organisation What is the legal status of your organisation? Please choose one of the following options Voluntary or Community Sector Organisation Not for profit - please specify: Other - please specify: Does it have a formal constitution/memorandum? Yes No Does it have a formal equal opportunities policy? Yes No Does it have a sustainable development policy? Yes No Will any other organisation(s) receive payment for any Yes No aspects of delivery of this project? Please give details of any partner organisations who will receive payment for any aspect of the delivery of this project: (if necessary, please add extra rows) Partner name Address Role in project Amount of funding Part B. Information about your participants Part B. Information about your participants For the total number of outputs and results you are required to deliver, please refer to the relevant specification of the tendering prospectus. Please note that you must not deviate from the outputs and results listed in the specification for which you are tendering. B1 Please indicate the number of participants you will be supporting through this project from each equality and target group: Target group Total number of participants enrolled Disabled people People with mental health problems People with ESOL needs Older people Recent migrants eligible to work in the UK Refugees (with the right to work in the UK) Ex-offenders People with substance misuse problems Ex-armed forces Homeless residents living in temporary accommodation People with adult care responsibilities Lone parents Jobless parents Families with young children Workless households Families where one or more adult is unemployed Families where one or more adult is economically inactive Disaffected young males aged 20 years and over (both school leavers and unemployed graduates) (City of London specifications only) Young women aged 20 years and over who for cultural reasons find it difficult to access employment. (City of London specifications only) Highly skilled residents affected by the recent economic downturn. (City specifications only) Female Male Part B. Information about your participants Length of status Employment status Unemployed JSA claimants aged over 25 that have been claiming JSA less than 12 months JSA claimants aged 18-24 that have been claiming JSA less than 9 months Economically inactive Employment and Support Allowance (ESA) claimants Income Support claimants Incapacity Benefit claimants People not claiming any of the benefits above. Less than 3 months 3 to 6 months 6 to 9 months 9 to 12 months 12+ months Part B. Information about your participants B2 Please enter the number of participants you estimate will be from the following ethnic backgrounds: Bangladeshi Asian/Asian British Indian Pakistani Other African Black/Black British Caribbean Other Chinese British White Irish Other White and Asian Dual heritage White and Black African White and Black Caribbean Other Other B3 Estimate the total number of hours each participant will spend on the project on average (be as realistic as possible): Part C. Information about your project Part C. Information about your project Guidance on completing this section The information that you give on this form is used to assess which projects most closely fit the criteria for funding. The points available for each question are shown in bold by each question. The size of your answers to the text questions has been limited in order to assist in the assessment process. Applicants must provide no more than the maximum permitted page length of A4 in size 12 uncondensed Arial font type for each answer. Please bear in mind that scorers will have a large amount of information to process, and that it is in your interest to be as clear and concise as possible. Make sure you structure your answers by addressing each part of the questions separately. You can for example use paragraphs, bullet points, numbering, emboldening and underlining. For your achievable outputs and results, please refer back to the tendering prospectus’ specification that your project is bidding for. C1 Needs of the target group and employers a) Please describe the target group(s) listed in the relevant section of the tendering prospectus and in Part B of the tender form. What are the needs of the target participants in the borough? In particular, describe the barriers they face. NB You should demonstrate this with relevant research and/or evidence. Scorers will be looking for both published research and evidence from your own organisation (please note, both should be properly referenced). Maximum length of answer: 1 page Maximum points available: 5 Part C. Information about your project Part C. Information about your project C1 Needs of the target group and employers b) Employer needs: Who are your target employers? Where are they based? What employment sector(s) do they come from? What are their needs and how did you identify these? (Name employers who were involved in developing the project or list published research and evidence from your own organisation. Please note all should be properly referenced). Please describe your relationships and experience of working with employers. Maximum length of answer: 1 page Maximum points available: 5 Part C. Information about your project Part C. Information about your project C2 Project activities and outputs a) Participant engagement: State how and from where you and your partners (if applicable) will recruit eligible participants to your project. Please be specific about the geographical location of these activities. Name and describe organisations where you have existing local referral relationships which are relevant to this project. Explain how you will develop referral links if necessary How will you interest participants in the project, and retain them once on it? How will participant eligibility be assessed? How will you avoid duplication and complement other employability programmes, (for example The Work Programme, see General Prospectus Section 22 for further details)? To where will you signpost participants not eligible for this project? Describe how you will ensure that you reach potential participants to make them aware of the opportunities available. Maximum length of answer: 1.5 pages Maximum points available: 10 Part C. Information about your project Part C. Information about your project Part C. Information about your project C2 Project activities and outputs Please refer back to the relevant specification in the tendering prospectus for the activities and outputs that are relevant to your project. Outputs should not be confused with results. b) Describe the support that will be offered to participants by this project. Please explain clearly the activities and outputs that will be delivered and how these will help your participants to break down their barriers to moving towards, or obtaining employment and/or progressing to jobsearch or further learning. Where participant will receive training to achieve a qualification as part of the project delivery (with or without an associated output payment) this support should be described here. Please explain how you will work with employers to deliver activities which address both employer and participant needs identified in questions C1a and C1b. Please also describe what soft outcomes your participants will achieve and how these will be measured. Maximum length of answer: 2 pages Maximum points available: 10 Part C. Information about your project Part C. Information about your project Part C. Information about your project C3 Project results (on leaving) Please refer back to the relevant specification in the tendering prospectus for the results that are relevant to your project. Sustained employment should be covered in the next section. Describe how you and your partners (if applicable) will deliver the required number of results. You should: demonstrate how you will ensure that your participants progress into positive destinations; demonstrate how you will make sure that the required number of results will be secured; include the names of employers and training providers with whom your organisation has links with and will assist you in delivering the results; If you make referrals to further services that are internal to your organisation or partnership, please demonstrate clearly how the activities are outside the scope of this project and add value. How will you avoid duplication and complement other employability programmes (for example The Work Programme, see General Prospectus Section 22 for further details)? Maximum length of answer: 2 pages Maximum points available: 10 Part C. Information about your project Part C. Information about your project Part C. Information about your project C4 Sustained results, participant follow-up support and tracking Please describe the support your project will provide for participants once they have left the project. Explain how you will maintain contact and track participants. Include details of any assistance that is offered to employers and training providers. Describe how the support you offer will help participants stay in employment/work placement/voluntary work/further jobsearch or training and obtain the supporting evidence. Please be specific about where and when this activity will take place. Describe how you and your partners (if applicable) will deliver the required number of sustained employment results and obtain the supporting evidence. Maximum length of answer: 1 page Maximum points available: 10 Part C. Information about your project Part C. Information about your project C5 Track record and additionality a) Give three examples of previous projects of a similar scale that your organisation has delivered. Please choose projects that most closely reflect your organisation’s ability to deliver this specification. (Include details of contract value, funder, geographical location, number of participants and results). You should include one of your delivery partners’ track record if the proposed budget allocation to that partner is above 30%. Maximum points available: 5 Name of funder: Size of grant (£): Geographical location: Delivery: from: to: Participants enrolled contracted: achieved: Jobs on leaving the project contracted: achieved: Sustained jobs contracted: achieved: Progression into further learning contracted: achieved: Other: contracted: achieved: Other: Description of the project: contracted: achieved: Part C. Information about your project Name of funder: Size of grant (£): Geographical location: Delivery: from: to: Participants enrolled contracted: achieved: Jobs on leaving the project contracted: achieved: Sustained jobs contracted: achieved: Progression into further learning contracted: achieved: Other: contracted: achieved: Other: Description of the project: contracted: achieved: Delivery partner’s name (if applicable): Name of funder: Size of grant (£): Geographical location: Delivery: from: to: Participants enrolled contracted: achieved: Jobs on leaving the project contracted: achieved: Sustained jobs contracted: achieved: Progression into further learning contracted: achieved: Other: contracted: achieved: Other: Description of the project: contracted: achieved: Part C. Information about your project C5 Track record and additionality b) Tell us if the project includes any innovative or creative aspects. How does it fill a gap in current services? If you are already funded by London Councils, ESF or your target borough(s), explain clearly the additional work or extra activity that you propose to provide through this project. Why do you require additional funding? Maximum length of answer: 1 page Maximum points available: 5 Part C. Information about your project Part C. Information about your project C6 Project management and delivery of objectives a) Delivery plan – please complete the table below, including all elements of project delivery, management and monitoring. This table can be expanded if necessary. Please make sure the items listed in the delivery plan are consistent with the information provided in earlier sections, especially the activities stated in section C2b. Indicate when you will deliver each element by entering the number of units to be delivered at the appropriate point in the chart. Maximum points available: 5 Please list all project activities Please enter when activity will occur Financial Years Activity Example: Steering group meetings Example: Number of participants enrolled Partner(s) responsible All All 2012-13 2013-14 2014-15 2015 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 OctDec JanMar AprJun JulSep OctDec JanMar AprJun JulSep OctDec JanMar AprJun JulSep OctDec 1 5 1 10 10 1 10 1 5 Part C. Information about your project C6 Project management and delivery of objectives b) Please describe the staffing structure and roles for the project including line management responsibilities. Tell us how the staff will manage and deliver the project effectively. Please explain how you will ensure you meet requirements set out in the tender specification. Consider all aspects of project management and delivery including support roles, partners’ staff, employer and key stakeholder involvement. Please refer to any previous relevant experience possessed by staff. Please also include details about your delivery plan and your proposed timescale of activity. If your project is delivered in partnership: describe any previous experience working with your partners; attach a chart to your tender indicating structure, governance, relationships and roles within the partnership. Maximum length of answer: 1 page Maximum points available: 5 Part C. Information about your project Part C. Information about your project C6 Project management and delivery of objectives c) Explain the systems that you will use to monitor project progress, and how you will use the findings to keep your project on track. Please outline to whom you expect to report to and how often. Include details on how you will keep London Councils and the match funding borough(s) informed on project progress. Explain how you will ensure that evaluation is conducted throughout the lifetime of the project and how you will use the results of this evaluation. Tell us about the quality systems and standards used by your organisation and partners. Tell us how these will be applied to the delivery of this project. Maximum length of answer: 1 page Maximum points available: 5 Part C. Information about your project Part C. Information about your project C6 Project management and delivery of objectives d) Risk register – please complete the table below identifying the risks to the project, the likelihood of them occurring, the impact on the project and plans for mitigation of the risk. Applicants are encouraged to provide as comprehensive a list of risks and mitigation strategies covering all aspects of the project as they can at this time. Scorers will be looking to award points where applicants demonstrate a clear and honest assessment of the risks to a project and will not penalise applicants for identifying them. This table can be expanded if necessary. Maximum points available: 5 Description of risk Example: not enough participants recruited from a priority ward. Level/probability (low, medium, high) Medium Impact Response Project not meeting its enrolment targets within a priority target area. Increased publicity and outreach within the ward. Part C. Information about your project C7 Cross cutting themes development and health) (equality and diversity, sustainable a) Describe the positive impact your project will have on each of the following equalities areas: Race Gender Disability Religion/belief Sexual orientation Age Identify any risks that might prevent your organisation/ partnership delivering the project equally to all members of the target group. Risks may include lower uptake of, failure to access the project, or participants receiving an inferior service. Which aspect of the project could contribute to inequality? What evidence do you have for coming to your conclusions and what action will you take to address any adverse impacts or to meet previously unidentified need(s)? You must score at least 2 points on this question for your project to be considered for funding. Maximum length of answer: 1 page Maximum points available: 5 Part C. Information about your project Part C. Information about your project C7 Cross cutting themes (equality and diversity, sustainable development and health) b) Please describe how your project will contribute to sustainable development, referring to economic, social and environmental sustainability. Scorers will be looking to see that you have made reference to the guidance in the prospectus. You must score at least 1 point on this question for your project to be considered for funding. Maximum length of answer: 1 page Maximum points available: 5 Part C. Information about your project Part C. Information about your project C7 Cross cutting themes development and health) (equality and diversity, sustainable c) Explain how your project will contribute to the health cross cutting theme. What activities will your project undertake to promote healthier lifestyles and ensure your participants understand the link between employment and health? Please refer to the prospectus for more details on the health cross cutting theme. Include details of links you have to other organisations that will support you in this aspect of the project. Maximum length of answer: 1 page Maximum points available: 5 Part C. Information about your project Part D. Financial Information Part D. Financial Information This is a scored section. Scorers will be checking that your calculations are correct. In addition, they will check that you have sufficient resources in place to ensure that the project can be delivered and that value for money has been demonstrated. Maximum points available: 5 D1 Project budget Please break down your expenditure into the following categories: Total staff costs £ Total participant costs Total other costs Total costs (calculated automatically) £ £ £ 0.00 Part D. Financial Information Expenditure details Breakdown of staff costs Item Organisation Calculation Amount Total: Part D. Financial Information Expenditure details Breakdown of Participant Costs Item Organisation Calculation Amount Total: Part D. Financial Information Expenditure details Breakdown of Other Costs Item Organisation Calculation Amount Total: Part D. Financial Information D2 Budget explanation Provide narrative explanation for the cost items listed above. The costing should be in line with the delivery activities and project management you proposed in sections C1-C7. Please include a justification of why this is the case and how your project and your partnership (if applicable) represent good value for money. Maximum length of answer: 3/4 page Contact details for referee Name of referee Organisation Position in organisation Address for correspondence Telephone Fax Email Please include the following with your tender and tick the relevant boxes to indicate that they have been included. Failure to submit any of these documents may mean that your project fails the first stage checks and cannot go forward for scoring. Two printed and signed copies of the tender form with all sections completed A copy of your tender form on CD ROM or USB memory stick A copy of your signed constitution or memorandum and articles of association Your current year budget and estimated next year budget A copy of your most recent signed audited accounts Your equal opportunities policy Your sustainable development policy or a statement confirming that one will implemented by the end of the first year of delivery Copies of your public and employer liability insurance certificates Your health and safety policy Draft partnership agreements (where you intend to work in partnership) Structural chart of the partnership (if the project has delivery partners) Please return two signed copies of this form with the accompanying documents to: London Councils 59 ½ Southwark Street London SE1 0AL Please write “TENDER FOR ESF FUNDING – DO NOT OPEN” in a prominent place on the envelope along with the name of the target borough. Part E. Declaration I, ……………………………………………………………….am an authorised representative of ……………………………………………………………………………………………….. (name of organisation). To the best of my knowledge, the information provided on this tender form is correct. I confirm that any grant awarded by London Councils will be used exclusively ………………………… for the purposes described. Furthermore, ………………………………………………………………… (name of organisation) agrees that, if successful in this tender, it will make all records, documentation relating to project delivery and financial claims available for inspection by London Councils or its representatives at any point during or after the lifetime of this project to ensure that satisfactory audit trails are in place. I confirm that I have read and understood the information contained in the London Councils Co-financing Prospectus. I confirm that this organisation is formally constituted. Signed: Position: Date:
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