National Social Value Conference 17 Social Value Measurement and the National TOMS Framework

Transcription

1 National Social Value Conference 17 Social Value Measurement and the National TOMS Framework Panel Discussion Ben Carpenter Operations Director Social Value UK Agnese Mizia Head of Research Social Value Portal

2 Ben Carpenter Operations Director Social Value UK

3 Social Value Measurement National Social Value Conference 2017 #Bridgingthegap Ben Carpenter November 2017

4 Objectives Who are Social Value UK? What is Social Value? How can we measure it? Have a go! Tips & Resources

5 Who are Social Value UK?

6 Membership Organisation Training Assurance Support Campaigns Events Resources

7 Mission: to change the way the world accounts for value.

8 Mission: to change the way the world accounts for value.

9 What is Social Value?

10 Social Value is the quantification of the relative importance that people place on the changes they experience in their lives.

11 Now we know what it is M M M measure manage maximise find out how much of a change has occurred do things to increase positive changes and reduce negative changes making as much of a difference as possible with the resources available

12 It s about reducing inequality Responding to those you set out to serve users customers stakeholders beneficiaries VALUE accountability innovation

13 How can we measure it?

14 The Social Value Principles 1. Involve stakeholders 2. Understand what changes 3. Value the things that matter 4. Only include what is material 5. Do not over claim 6. Be transparent 7. Verify the result Analysing Reporting

15 10 Impact Questions Logic models (Theory of Change) Segmenting stakeholders Defining indicators Counterfactual, Attribution, Displacement 1. What problem are we trying to solve? 2. What is our proposed solution to the problem? 3. Who experiences changes in their lives? 4. What changes are (or likely to be) experienced? 5. How can we measure these changes? 6. How much of each change has happened (or is likely to happen)? 7. To what extent might the changes by caused by our activities? 8. How long do we need to manage the changes for? 9. What is the relative importance of the different changes? Defining outcomes Quantities Duration 10.Which changes are important enough for us to manage (and be accountable for)? Value Materiality

16 Maximising your Impact Guide

17 Why follow these principles + 10 questions? Provides you with insight about your project from the perspective of your users Framework for collecting data (qualitative and quantitative) DECISION MAKING REPORTING

18 What does it look like? Collect Data: Impact Map OUTPUTS Social Value Principles 10 Questions Speaking to beneficiaries Asking them about relative importance (value) Produce a written Report Detailing your processes a) Support future M&E plans b) Table of recommendations c) SROI report or Social Value report d) Assured SROI report

19 Contact us Sign up for free to be a supporter of Social Value UK and receive the monthly newsletter at; enquiries; ben.carpenter@socialvalueuk.org

20 Agnese Mizia Head of Research Social Value Portal

21 NATIONAL THEMES OUTCOMES AND MEASURES (TOMs) FRAMEWORK for social value measurement DOWNLOAD NOW AT socialvalueportal.com/national-toms/ National Social Value Conference 2017 Bridging the Gap - Birmingham, 14 th November

22 18 months 40 organisations public, private and third sector 5 THEMES 17 OUTCOMES 35 MEASURES ONE MEASUREMENT & REPORTING STANDARD Addressing the needs of communities across the UK National Social Value Conference 2017 Bridging the Gap - Birmingham, 14 th November

23 National TOMs 2018 Framework: THEMES AND OUTCOMES Themes Jobs: Promote Local Skills and Employment Growth: Supporting Growth of Responsible Regional Business Social: Healthier, Safer and more Resilient Communities Environment: Protecting and Improving Our Environment Innovation: Promoting Social Innovation Outcomes More local people in employment More opportunities for disadvantaged people Improved skills for local people Improved employability of young people More opportunities for local SMEs and VCSEs Improving staff wellbeing Ethical Procurement is promoted A workforce and culture that reflect the diversity of the local community Social Value embedded in the supply chain Crime is reduced Creating a healthier community Vulnerable people are helped to live independently More working with the Community Climate Impacts are reduced Air pollution is reduced Better places to live Sustainable Procurement is promoted Other measures (TBD) DOWNLOAD NOW AT socialvalueportal.com/national-toms/ National Social Value Conference 2017 Bridging the Gap - Birmingham, 14 th November

24 National TOMs 2018 Framework: MEASURES Ref Measures - Minimum Requirements NT1 No. of local people (FTE) employed on contract for one year or the whole duration of the contract, whichever is shorter. NT2 % of local people employed on contract (FTE) NT3 No. of employees (FTE) taken on who are long term unemployed (unemployed for a year or longer) NT4 No. of employees (FTE) taken on who are not in employment, education, or training (NEETs) NT5 No. of employees (FTE) taken on who are rehabilitating young offenders (18-24 y.o.) NT6 No. of jobs (FTE) created for people with disabilities NT7 No. of hours dedicated to supporting unemployed people into work by providing career mentoring, including mock interviews, CV advice, and careers guidance -(over 24 y.o.) NT8 Local school and college visits e.g. delivering careers talks, curriculum support, literacy support, safety talks (No. hours, includes preparation time) No. of training opportunities on contract (BTEC, City & Guilds, NVQ, HNC) that have either been completed during the year, or that will be supported by the organisation to completion in the following years - NT9 Level 2,3, or 4+ NT10 No. of apprenticeships on the contract that have either been completed during the year, or that will be supported by the organisation to completion in the following years - Level 2,3, or 4+ NT11 No. of hours dedicated to support young people into work (e.g. CV advice, mock interviews, careers guidance) - (under 24 y.o.) NT12 No. of weeks spent on meaningful work placements or pre-employment course; 1-6 weeks student placements (unpaid) NT13 Meaningful work placements that pay Minimum or National Living wage according to eligibility - 6 weeks or more (internships) NT14 Total amount ( ) spent with VCSEs within your supply chain NT15 Provision of expert business advice to VCSEs and SMEs (e.g. financial advice / legal advice / HR advice/hse) NT16 Equipment or resources donated to VCSEs ( equivalent value) NT17 Number of voluntary hours donated to support VCSEs (excludes expert business advice) NT18 Total amount ( ) spent in LOCAL supply chain through the contract. NT19 Total amount ( ) spent through contract with LOCAL SMEs NT20 Demonstrate commitment to work practices that improve staff wellbeing, recognise mental health as an issue and reduce absenteeism due to ill health. Identify time dedicated for wellbeing courses NT21 Diversity training provided for contractors and subcontractors NT22 Percentage of procurement contracts that includes commitments to ethical procurement, including to verify anti-slavery and other relevant requirements. NT23 Percentage of contracts with the supply chain on which Social Value commitments, measurement and monitoring are required NT24 Initiatives aimed at reducing crime (e.g. support for local youth groups, lighting for public spaces, private security, etc.) NT25 Initiatives to be taken to tackle homelessness (supporting temporary housing schemes, etc) Initiatives taken or supported to engage people in health interventions (e.g. stop smoking, obesity, alcoholism, drugs, etc) or wellbeing initiatives in the community, including physical activities for adults and NT26 children. NT27 Initiatives to be taken to support older, disabled and vulnerable people to build stronger community networks (e.g. befriending schemes, digital inclusion clubs) NT28 Donations or in-kind contributions to local community projects ( & materials) NT29 No hours volunteering time provided to support local community projects NT30 Support provided to help local community draw up their own Community Charter or Stakeholder Plan NT31 Savings in CO2 emissions on contract not from transport (specify how these are to be achieved). NT32 Car miles saved on the project (e.g. cycle to work programmes, public transport or car pooling programmes, etc.) NT33 Number of low or no emission staff vehicles included on project (miles driven) NT34 Voluntary time dedicated to the creation or management of green infrastructure, to increase biodiversity, or to keep green spaces clean Percentage of procurement contracts that includes sustainable procurement commitments or other relevant requirements and certifications (e.g. to use local produce, reduce food waste, and keep resources in NT35 circulation longer.) NT36 Other measures ( ) - please describe any additional initiatives that you would like to make and to be invested NT37 Other measures (hrs) - please describe any additional initiatives that you would like to make and hrs to be committed (No. expert hrs) NT38 Other measures (hrs) - please describe any additional initiatives that you would like to make and hrs to be committed (No. voluntary hrs) National Social Value Conference 2017 Bridging the Gap - Birmingham, 14 th November

25 National TOMs 2018 Guidance Tables OUTCOME OUTLINES OUTCOMES More local people in employment More opportunities for disadvantaged people Improved skills for local people Improved employability of young people More opportunities for local SMEs and VCSEs Improving staff wellbeing Ethical Procurement is promoted A workforce and culture that reflect the diversity of the local community Social Value embedded in the supply chain Crime is reduced Creating a healthier community Vulnerable people are helped to live independently More working with the Community Climate Impacts are reduced Air pollution is reduced Better places to live DOWNLOAD NOW AT socialvalueportal.com/national-toms/ Sustainable Procurement is promoted Other measures (TBD) National Social Value Conference 2017 Bridging the Gap - Birmingham, 14 th November OUTCOME OUTLINE Increasing employment opportunities for local people and directing resources towards the local economy. Increasing employment opportunities for people that face additional barriers in the labour market (e.g. long term unemployed, disabled, ex-offenders, NEETs). More opportunities to acquire professional skills and experience in the labour market. Supporting young people to access and get started in the world of work. More growth opportunities for small local organisations. Ensuring staff wellbeing both at the workplace and beyond. Ensuring that ethical business practices are rewarded. Ensuring that minority groups are integrated in the workforce and local community. Increasing take up of social value delivery and measurement within the supply chain. Support for public safety initiatives. Improved health outcome for individuals in the local area and more cohesive communities. Social isolation is reduced and people at risk are supported. Community organisations are supported to identify and address needs, and resources (financial and otherwise) are pledged to support them. More programmes to reduce emissions are implemented. Less air pollution from transport. Green spaces, biodiversity, green infrastructure and public spaces for communities. Ensuring that sustainable practices within the supply chain are rewarded. Innovative ways of tackling social needs and delivering social value.

26 National TOMs Guidance Tables Benefits for Stakeholders Outcomes Who benefits directly? Who benefits indirectly? More local people in employment Local community, local authority Local businesses More opportunities for disadvantaged people Disadvantaged groups, government (hence taxpayers) The communities of the people employed, society (e.g. through reduced crime) Improved skills for local people Local community (esp. local pupils and local working age population) Local schools, local businesses Improved employability of young people Local community (esp. young people entering the world of work and local businesses) Government (taxpayers), local authority More opportunities for local SMEs and VCSEs Local SMEs and VCSEs Local community (esp. small organisations, other local businesses, local authority) Improving staff wellbeing The workforce, businesses The workforce s communities Ethical Procurement is promoted Categories of employee that are vulnerable to unethical business practices (e.g. elimination of modern slavery, etc.), social enterprises, businesses with high ethical standards of production National Social Value Conference 2017 Bridging the Gap - Birmingham, 14 th November Local community, society A workforce and culture that reflect the Workforce, categories that struggle to integrate with the local diversity of the local community community Local community (more resilient, less segregated) Social Value embedded in the supply chain Businesses that embed social value in their operations, local authorities All beneficiaries listed elsewhere in this table Crime is reduced Local community, government (taxpayers) Local authority Creating a healthier community Local Community (esp. vulnerable categories w.r.t. physical and mental health, or social isolation), local authorities and health services, emergency services Government (taxpayers), esp. NHS Vulnerable people are helped to live Local Community (esp. vulnerable categories w.r.t. social isolation), independently emergency services Local authorities More working with the Community Local community (esp. associations, citizens' groups), local authorities Vulnerable individuals, volunteers from workforce, business Climate Impacts are reduced Society Local community, Government (taxpayers) Air pollution is reduced Local community Society, Government (taxpayers) Better places to live Local community Society Sustainable Procurement is promoted Businesses adopting sustainability practices Local businesses (to the extent that they meet the required sustainability benchmarks), society Other measures (TBD)

27 MEASUREMENT CALCULATOR Additional Multipliers PROCUREMENT CALCULATOR Prioritisation DEFINITIONS AND GUIDANCE A common understanding PROXY VALUES Including deadweight EVIDENCE REQUIREMENTS Contract management THE NATIONAL TOMs TOOL KIT National Social Value Conference 2017 Bridging the Gap - Birmingham, 14 th November

28 National TOMs 2018 CALCULATORS Measure s UNITS X Proxy Value (- DW) X New Capabilities Supported by: Measures: DEFINITIONS & GUIDANCE Proxy Values (& Deadweight): Rationale and stakeholder analysis Evidence List Social Value Portal National TOMs 2018

29 National TOMs 2018 CALCULATORS Embed (local) priorities Specific project information Specific Contribution PRIORITISATION ADDITIONAL MULTIPLIERS ATTRIBUTION Measure s UNITS X Proxy Value (- DW) X Prioritisation PROCUREMENT Measure s UNITS X Proxy Value (- DW) X Additional Multipliers X Attribution MEASURE- MENT Social Value Portal National TOMs 2018

30 National TOMs 2018 PROCUREMENT CALCULATOR PRIOTIRISATION is about understanding the needs of specific stakeholders or communities, and developing a targeted approach based on that understanding. Based on type of stakeholder engagement, the procuring organisation can sign-post key Measures by assigning priorities: BY LEVEL (Regular, High, Very High) BY PERCENTAGE (0-100 %) TOTAL SV PROCUREMENT EVALUATION Social Value Portal National TOMs 2018

31 National TOMs 2018 MEASUREMENT CALCULATOR The Social Value Measurement Calculator has been designed to provide all the functionalities that can contribute to effective social value measurement during or after delivery. ADDITIONAL MULTIPLIERS (e.g. SROI, LM3) based on primary data, when they can be shown to be robust. ATTRIBUTION How much can I claim? TOTAL SOCIAL VAUE, SV TO LOCAL AREA Social Value Portal National TOMs 2018

32 National TOMs 2018 Guidance Tables Proxy Values: Rationale Ref Unit PROXY TYPE COMMENTS How it should be recorded for INPUT OUTPUT OUTCOME IMPACT Rationale, Source and value captured for different stakeholders? measurement. Units should not be changed Value for the Individual Benefit to the individual who is benefiting from the Measure Value for the Government Value to the Treasury (e.g. fiscal savings to the DWP or NHS) Value for the Community Savings or benefits to the local authority or local businesses (as specified for each proxy in the Comments) NT1 no. people FTE INPUT NT2 % Economic benefit for the individual. Fiscal benefits to the Government are excluded as they do not benefit the local area directly. UK median wage, ONS - ASHE Should be localised by choosing from the same dataset the average over the relevant geographic area. Should not be reported as Social Value, but separately as Local Social Value. An assessment of Deadweight should be made for the specific project, by estimating what percentage of the project workforce would have been employed from the local area in a business as usual scenario. When deadweight is not estimated, the figure should be regarded as gross social value contribution to the local area. Link to download localised figures: Recorded not monetised. This indicator reflects how the pledged intervention differs e.g. from the business as usual scenario. We are working at producing benchmarks for specific categories of projects that will help understand "what good looks like". 28, NT3 no. people FTE OUTCOME/IMPACT Average annualised increase in economic benefits to the individual over the course of her lifetime. Annualised fiscal benefits to the NHS resulting from average reduction in health care costs associated with being out of work. Based on Unit Cost Database v1.4. E&E1.0, updated to 2016/2017 prices. Fiscal benefits to the DWP have been excluded as indicated in the source. See Unit Cost Database v1.4 for a more detailed cost breakdown. Conservative proxy based on generic JSA claimant. 5% deadweight has been applied to reflect the probability for a long term unemployed person of getting off unemployment benefits. This deadweight is appropriate for the first year of employment. For succeeding years of continued employment, deadweight should be adjusted to reflect improved odds of finding a job. Whenever the employment opportunity would have not been created in the business as usual scenario, it can be disregarded. 14, NT4 no. people FTE OUTCOME/IMPACT Based on Unit Cost Database v1.4, E&E 10.0 and E&E10.1, updated to 2016/2017 prices. Based on the weighted average of NEETs population over the and age groups (Aug. 2017). Current costs and forgone benefits to the individual and the government associated with NEETs status. Value to the individual comprises the loss of earnings to the young person whilst NEET (9,866 for and 5,018 for y.o.). Fiscal value to the government comprises benefit payments (worklessness and housing benefits) and foregone tax and national insurance receipts (4,668 for y.o. and 588 for y.o.). A 9.83% deadweight has been applied, based on 41% of y.o. and 37% of y.o. NEETs being unemployed (as of Aug. 2017), and off-jsa-benefit rate of 23.9% for under 24 y.o (July 2017). Deadweight should not applied when the job opportunity would not have been created under the business as usual scenario. The proxy value is appropriate for the first year of employment. An amber flag has been allocated in the Unit Cost Database v1.4 "in recognition of the global, top-down nature of the calculation, and the lack of consideration of wider fiscal elements such as costs associated with the health and/or crime impacts of being NEET." (See Unit Cost Database v1.4) 8, , NT5 no. people FTE OUTCOME/IMPACT The proxy comprises the value to the individual from entering the labour market (annualised increase in lifetime earnings), the fiscal value to the NHS resulting from average reduction in health care costs associated with being out of work, the economic, fiscal and wellbeing value to society from preventing reoffending. All components are based on Unit Cost Database v1.4 figures, updated to 2016/2017 prices, and MOJ prevention of reoffending statistics. See Unit Cost Database v1.4 for a more detailed description of unemployment and crime costs. An across-crimes crime multiplier of 5.4 has been applied (UK figure: weighted average of crime type multipliers from Home Office Online Report 30/05 (HOOR 30/05) and Home Office Research Study 217 (HORS 217), Annex 1 - weighted according to the 2010/2011 distribution of reported crimes by typology (GMCA Research Team) from the Police recorded crime Police Force Area open data tables). The reported to actual crime multiplier has been calculated based on 83% of documented crimes, and might be updated in the future. A 3.19 multiplier has been applied to the average number of offences per offender, to take into account unproven offences (based on MOJ Crime statistics). The figures included in the proxy are the UK level values for the population aged They can be localised by choosing average reoffending figures for the relevant geographical area. Deadweight is established separately to reflect the reduction in reoffending probabilities for employed rehabilitating offenders (dw: 92.5%), and the average probability for a rehabilitating offenders to be employed respectively (dw: 26.5). Deadweight figures should be adjusted to reflect primary data from the project when available, e.g. by using success rates in preventing reoffending from a rehabilitating offender programme run in partnership with (or by) a VCSE. Deadweight should not applied when the job opportunity would not have been created under the business as usual scenario. The proxy value is appropriate for the first year of employment. For succeeding years of continued employment it should be adjusted to reflect an increased probability of finding a job. Value to the individual or business who suffered the crime is 11,563.78, the value to the government is 1, and the value to society is 1, These have been calculated based on the Unit Cost Database v1.4 Economic/ Fiscal / Social components and Comments. 11, , , National Social Value Conference 2017 Bridging the Gap - Birmingham, 14 th November

33 National TOMs 2018 Measures Definitions and Guidance Ref Measures Definitions & Guidance NT1 NT2 NT3 NT4 NT5 No. of local people (FTE) employed on contract for one year or the whole duration of the contract, whichever is shorter. % of local people employed on contract (FTE) The full time annual equivalent (FTE) number of people employed on the contract residing in the local area whose employment contract duration is at least one year, unless the overall duration of the contract is less (in which case it is at least the overall duration of the contract). [A definition of local area must be specified here, depending on the context. For contracts for a Local Authority the local area is defined by the Local Authority boundaries. For other contracts where the relevant economic, social and environmental geography spans more than one Local Authority, multiple adjacent Local Authorities could be specified. Alternatively a mile radius from the project's centre can be specified (e.g. in the case of a construction project). When a mile radius is specified, the first 3 digits of the post code for the residence of the local people employed must be collected as evidence.] To download localised figures go to: This is the percentage of people employed on the contract that reside within the local area over the overall number of people employed on the contract. Please refer to the definition of local area provided above for NT1. No. of employees (FTE) taken on who are The number of full time annual equivalent (FTE) employees taken on as a result of the contract that had long term unemployed (unemployed for a been claiming Jobseeker s Allowance (JSA) benefits for at least the 12 months preceding the start of the year or longer) employment contract. For a definition of long term unemployment see: No. of employees (FTE) taken on who are The full time annual equivalent (FTE) number of yr. old employees taken on as a result of the contract not in employment, education, or training that had been not in employment, education, or training (NEET) before the start of the employment (NEETs) No. of employees (FTE) taken on who are rehabilitating young offenders (18-24 y.o.) contract. See the following link for a list of categories included: peoplenotineducationemploymentortrainingneet/august2017 The full time annual equivalent (FTE) number of employees aged 18 to 24 taken on as a result of the contract that were within the rehabilitation period before the start of the employment contract. Support from Youth Offending Teams ( Jobcentre Plus or other agencies carrying out specific programmes may be beneficial in identifying eligible individuals. For guidance about rehabilitation periods see: National Social Value Conference 2017 Bridging the Gap - Birmingham, 14 th November

34 National TOMs 2018 Measures Evidence Ref Measures Evidence NT1 NT2 NT3 NT4 NT5 No. of local people (FTE) employed on contract for one year or the whole duration of the contract, whichever is shorter. % of local people employed on contract (FTE) No. of employees (FTE) taken on who are long term unemployed (unemployed for a year or longer) No. of employees (FTE) taken on who are not in employment, education, or training (NEETs) No. of employees (FTE) taken on who are rehabilitating young offenders (18-24 y.o.) Records of employment including duration of contract, together with first three digits of residence post code of employees (the postcode district). Records should be made compliant with data protection issues. Records of employment of overall number of employees on the contract including the first three digits of residence post code (the postcode district). Number of qualifying employees, together with contact details for the referring agency or the partner organisations. Records of employment including duration of contract should be provided. Number of qualifying employees, age at the time of employment, and details of period for which the employee was NEET. A contact or a report from a partnering organisation should be included when this is delivered in partnership. Number of qualifying employees, age at the time of employment. A contact or a report from a partnering organisation should be included when this is delivered in partnership. NT6 NT7 NT8 No. of jobs (FTE) created for people with disabilities Records of employment of overall number of qualifying employees on the contract, including contract type and durations. No. of hours dedicated to supporting unemployed HR report of number of staff involved, hours and number of attendees. people into work by providing career mentoring, including mock interviews, CV advice, and careers guidance -(over 24 y.o.) Local school and college visits e.g. delivering careers Report detailing the partner schools or colleges including staff involved, activity talks, curriculum support, literacy support, safety talks duration and participants, and confirmation from the school after the visit (could be a (No. hours, includes preparation time) note from the teacher). National Social Value Conference 2017 Bridging the Gap - Birmingham, 14 th November

35 Initial programme for feedback and the publication of the NATIONAL TOMs 2019: Publication of National TOMs 2018 November 2017 User consultation and feedback March - April 2018 Representation for new measures and proxies January June 2018 National Taskforce submissions March May 2018 Research Advisory Board consideration March May 2018 Stakeholder consultation June Sept Publication of National TOMs 2019 November 2018 National Social Value Conference 2017 Bridging the Gap - Birmingham, 14 th November

36 NATIONAL TOMs 2018 DOWNLOAD NOW AT socialvalueportal.com/national-toms/

37 QUESTIONS