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Non-levy procurement preparation 08 August, 2017 ILR and systems for levy and nonlevy apprenticeship workshop Thursday 24 th August in Birmingham Wednesday 30 th August in London Also, final non-levy tender preparation webinar with ESFA Thursday 31 st August (free and online) Book at www.lsect.com Welcome to this Lsect webinar More than 1,000 registrations for this webinar Agenda 11:00 Registration 11:05 Non-levy procurement preparation Nick Linford 11:50 Q&A 12:00 End Visit www.lsect.com for funding workshops 1

Non-levy tender summary > Original non-levy tender now scrapped > New tender round with new content for 1 Jan 2018 to 31 March 2019 > If you are not already one of the 1,679 on RoATP you wont be able to tender > Up to 650m available (up from 440m scrapped tender) > contract values are not in any way guaranteed > Deadline for tendering is 4 September 2017 > Significant new tender size minimum with but upper limit only restricted by turnover in 2015/16 > Plan is to get all non-levy employers access to DAS in April 2019 https://www.gov.uk/government/news/u pdate-on-procurement-for-non-levypaying-employers Nine tender documents (access via invitation only) Timetable Visit www.lsect.com for funding workshops 2

Tender caps declared as a subcontractor by the main contractor provider through the Agency s subcontractor declaration process since 1 August 2015 Please note this information will be subject to validation checks by the Agency. To achieve 200,000 this means turnover in 15/16 academic year will have needed to have been at least 160k (and this assumes modelling results doesn t reduce contract value) Geographic distribution Maintaining the current geographical distribution of the apprenticeship provision is a key objective of this procurement. To achieve this objective and therefore maintain provision stability across England, each of the 9 geographical regions in England will have separate budgets, split also by age group (16-18 and 19+). Following the initial allocation of the funding in accordance with the evaluation criteria set out in Evaluation Guidance and Scoring Matrix (Attachment 2) if an appropriate balance is not achieved and results in significant provision gaps either geographically or because of significant under provision in a particular sector, the Agency reserves the right to use funding for the purposes of a targeted procurement at a future date or for a targeted award through the performance management process. Visit www.lsect.com for funding workshops 3

Scoring looks designed to excluded a lot Potential Providers must meet a threshold of 75% of the total score (with no questions scoring below 50%) in order to be eligible for an award. The necessary score is 1275 out of the total of 1700. It s 17 questions with up to 100 points each Also: Read and agree the contract Terms and Conditions (attachment 6) Scoring looks designed to excluded a lot Potential Providers must meet a threshold of 75% of the total score (with no questions scoring below 50%) in order to be eligible for an award. The necessary score is 1275 out of the total of 1700. It s 17 questions with up to 100 points each Visit www.lsect.com for funding workshops 4

The 17 tender questions with max character count Q1a Q1b Q1c Readiness to deliver Describe the whole business structure you will put in place to deliver this contract What resources will you have in place for the delivery of this contract Describe the key milestone dates and major tasks that will enable you to be ready for delivery by 1 Jan 2018 Q3a Q3b Q3c Meeting Employer and Apprentice needs How will you measure and capture the training value for each employer How will you structure your Business model to respond to Government reforms What is your approach to understanding and responding to apprentice need Q5a Q5b Q5c Outcomes & Impact What will you consider when setting outcome targets and how will you use these to improve your performance How do you manage opportunities for further development of apprentices posttraining How do you manage opportunities for further development for employers posttraining Q2a Q2b Q2c Q2d Q2e Delivery planning How will you identify current and future training needs of employers and individuals Describe how you will structure your business model to meet the training needs of employers and individuals What communication approach do you use to reach the employers and individuals and why do you use it Describe the reasons employers give for using your services and why it adds value What are your performance monitoring measures and how do you use them to improve performance Q4a Q4b Q4c Management, reporting and quality assurance How will your organisation set up Apprenticeship training to meet contractual requirements How will your organisation manage and monitor Apprenticeship training to meet contractual requirements How will your organisation review & improve Apprenticeship training to meet contractual requirements 65,200 character limit (approx. just over 10,000 words!) Complex system of arriving at 18 budget lines! As set out in Section 6 of the ITT (Attachment 1), to ensure geographical coverage across the two age bands, the total available budget for Initial Contract Awards is split into 18 individual budgets (9 regions x 2 age groups). Awards for each individual budget will be set through a pro rata process. This means that for each of the 18 budgets we will divide the total budget available by the total value of successful tenders. This will generate a pro rata percentage. The pro rata percentages will be applied to the value of the successful tenders in the respective budget groupings. The value of the pro rata awards at individual Potential Provider level will then be combined to form a total contract award. (If any pro rata percentage exceeds 100% then it will be capped at 100% so that resulting awards do not exceed tender values). This award methodology means that Potential Providers may receive an offer of an award that is lower than the Potential Provider. Visit www.lsect.com for funding workshops 5

Volumes and values spreadsheet Go back and check what you put in your RoATP submission Volumes and values spreadsheet Visit www.lsect.com for funding workshops 6

Also take note You must not answer questions by cross referring to other answers or to other materials (e.g. annual company reports located on a web site). Each question answered must be complete in its own right. The Agency will disregard any part of a response to a question which exceeds the specified character limit (i.e. the excess will be disregarded, not the whole response). Any stated character limit is assumed to include spaces and punctuation. All Tenders must be submitted to the Agency using Bravo. Tenders submitted by any other means will not be accepted. You may raise questions or seek clarification regarding any aspect of this Procurement at any time prior to the Tender Clarifications Deadline. Questions must be submitted using the messaging facility provided within Bravo. The new non-token subcontracting rules will apply and the subcontracting register must be submitted (even if a null return) Q&A ILR and systems for levy and nonlevy apprenticeship workshop Thursday 24 th August in Birmingham Wednesday 30 th August in London Also, final non-levy tender preparation webinar with ESFA Thursday 31 st August (free and online) Book at www.lsect.com Visit www.lsect.com for funding workshops 7