LEVERAGING FUNDING PROGRAMMES IN THE UK AND EUROPEAN UNION. CAPP Certification Track Sponsored by:

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2 LEVERAGING FUNDING PROGRAMMES IN THE UK AND EUROPEAN UNION CAPP Certification Track Sponsored by:

3 SIÂN OWEN HEAD OF STAKEHOLDER ENGAGEMENT (FUNDING), PEARSON

4 To cover A quick reminder of who funds what Policy objeckves Budgets and numbers Funding priorikes Funding policy change ApprenKceships Traineeships 24+ Advanced Learning Loans

5 A QUICK REMINDER OF WHO FUNDS WHAT

6 Who funds what Nick Boles MP was appointed as Minister of State jointly for the Department for Business, InnovaJon and Skills and the Department for EducaJon on 15 July Nick Boles announced last week the permanent appointment of Peter Lauener as the CEO of the Skills Funding Agency. He will take up his role on Monday 3 November Peter will retain his post as the CEO of the EducaJon Funding Agency (EFA) with separate accountability for each agency s budget.

7 POLICY OBJECTIVES

8 Policy objecnves Increase parkcipakon drive up parkcipakon, reduce NEET, expand uptake of English and maths. Strengthen qualificakon rigour reform A levels, vocakonal qualificakons, ApprenKceship standards. Drive up the quality of vocakonal opkons more and be\er ApprenKceships, Traineeships, work experience. Improve standards strong framework on inspeckon, performance measures and intervenkon. Increase choice and diversity enabling new insktukons to enter market (academies, free schools, UTCs). Inquiry being undertaken into parjcipajon in educajon by Public Accounts CommiWee ayer a report by the NAO in September 2014 said bewer informajon needed about impact of RPA reform.

9 Policy objecnves 19+ High- quality ApprenKceship and Traineeship opportunikes. Raise standards across vocakonal training. Focus on English and maths. Review qualificakons to drive up standards of vocakonal courses and ensure we have a coherent and comprehensible skills system. Encourage use of online delivery Agency response to Further EducaJon Learning Technology AcJon Group (FELTAG) 10% wholly- online component ideally all courses should have some wholly- online elements, some having more substanjal proporjon. Not expecjng providers to convert 10% but encouraging providers to establish strategy to determine where adopjon of greater blend adds value.

10 ApprenNceships Future ConservaKve government will use 1bn in welfare spending cuts to fund 3 million apprenkceships. Future Labour government want same number of school- leavers to go on to apprenkceships as university by 2025, and scrap level 2.

11 BUDGETS AND NUMBERS

12 Budgets ,045m 7,000m Maintained School 6 th Forms Academy 6 th Forms FE and Training Providers ApprenJceships 853m 1,392m 3863m 705m 19+ 3,155m 3,242m 3,085m Adult Skills Budget ApprenJceships Traineeships Workplace Learning Classroom Learning English and maths 2,467 2,258m 2,004m Employer Ownership 46m 73m 73m 24+ Advanced Learning Loans 129m 398m 498m Offender Learning and Skills Service 130m 129m 129m Community Learning 211m 211m 211m European Social Fund 171m 173m 170m

13 Numbers ParNcipaNon in EducaNon, Training and Employment by year olds in England: End 2013 Summary stansncs for end 2012 and provisional end 2013 % of age 16 % of age 17 % of age 18 % of age End 2012 End 2013 (prov) End 2012 End 2013 (prov) End 2012 End 2013 (prov) End 2012 End 2013 (prov) Full- Kme educakon Part- Kme educakon Work- based learning EducaKon and work- based learning EducaNon and training NEET

14 Numbers All Age ApprenNceship Programme Starts by Age(2008/09 to 2013/14) Age 2008/09 Full Year 2009/10 Full Year 2010/11 Full Year 2011/12 Full Year 2012/13 Full Year Under 19 99, , , , , , , , , , ,900 49, , , ,300 Total 239, , , , , /14 Full Year (prov.) 117,800 5% down 156,900 3% down 157,700 29% down 432,400 13% down of which , , , , , ,600 FE loans system for apprenkces, which applied to learners from the age of 24 and from level three, dropped in February. Skills Minister looks forward to numbers bouncing back. Risk of making employers pay towards apprenkce training costs?

15 Numbers All Age ApprenNceship Programme Starts by Level (2008/09 to 2013/14) 2008/09 Full Year 2009/10 Full Year 2010/11 Full Year 2011/12 Full Year 2012/13 Full Year 2013/14 Full Year (prov.) Intermediate ApprenNceship 158, , , , , ,500 Advanced ApprenNceship 81,300 87, , , , ,100 Higher ApprenNceship 200 1,500 2,200 3,700 9,800 8,900 All ApprenNceships 239, , , , , ,400

16 Numbers Traineeship Starts by Age (2013/14) Age 2013/14 Full Year (prov.) Under 19 7, ,500 Total 10,500

17 Numbers Workplace Learning Starts by Level (2008/09 to 2013/14) 2008/09 Full Year 2009/10 Full Year 2010/11 Full Year 2011/12 Full Year 2012/13 Full Year 2013/14 Full Year (prov.) Total starts 906, , , , , ,400 Below Level 2 155, , ,300 43,200 30,900 14,200 Level 2 579, , , , ,100 70,800 Level 3 135, ,200 81,800 34,200 11,100 12,100 Level 4+ 11,900 4,300 3,000 2,000 2,000 4,100 No Level Assigned 23,200 92,400 68,300-2, Below Level 2 (excluding English and maths) 22,100 27,900 11,200 4,200 2,900 4,600 English and maths 191, , ,300 62,200 39,400 20,100 Full Level 2 520, , , ,300 85,200 49,900 Full Level 3 136,100 98,200 80,600 31,700 6,000 2,300

18 Numbers 24+ Advanced Learning Loans Starts by Level (2013/14) Level 2013/14 Full Year (prov.) Level 3 54,500 Level 4 2,700 Total 57,100

19 FUNDING PRIORITIES

20 Funding priorines 19+ Adult priorines Full government funding English and maths qualificakons and units to help adults progress to GCSE A* to C (L2) 19+ Traineeships to help young people progress to an ApprenKceship or other job 19 to 24 QualificaKons and units (up to and including L2) to help adults into work 19+ QualificaKons and units (L3 or above) to help adults into work 19 to 23 Entry and L1 qualificakons to help adults progress to first full L2 19 to 23 First full L2 qualificakon 19 to 23 First full L3 qualificakon At Level 2 full is currently 15+ credits At Level 3 full is currently 30+ credits 19 to23

21 Funding priorines 19+ Adult skills priorines Contributory government funding To promote shared responsibility for invesjng in skills, recognising that in most cases, and especially at higher levels, most of the benefit goes to the learner by way of increased wage gains and progression and to the employer by having a higher skilled, more producjve workforce. Intermediate- level ApprenKceships (Level 2) ApprenKces 19+ Advanced- level ApprenKceships (Level 3) ApprenKces 19+ Higher ApprenKceships (at Levels 4, 5 and 6) ApprenKces 19+ Entry, Level 1 and Level 2 qualificakons Level 3 or 4 qualificakons 19+ who do not qualify for full- funding 19 to 23 who do not qualify for full- funding 24+ have access to 24+ loans

22 FUNDING POLICY CHANGE

23 Funding policy change ApprenKceships Traineeships 24+ Advanced Learning Loans

24 16-18

25 /14 study programmes introduced. coherent, well thought out study programmes should not be wholly occupakonal, include at least one qualificakon of substankal size which offers progression into educakon or employment, include high quality work experience or internships (where appropriate) and non- qualificakon ackvity, for example tutorial Kme, study skills and other enrichment ackvikes, include GCSE A*- C in English and/or maths or qualificakons that lead towards this level, for students who have not already achieved them. funding per pupil ( 4000 per year per full- Kme learner). 480 per subject for full Kme students and equivalent rates for part Kme students for those without GCSE Grade C or above in maths/english. no extra funding for achievement, but retenkon skll included in formula. RPA all required to conknue in educakon or training unkl end of academic year in which they turn /15 cut in funding rate for 18 year- olds of 17.5% (approx. 3,300). condikon of funding year- olds without grade C or above in maths/english have to be enrolled on GCSE or stepping stone qualificakon. transikonal proteckon from Spending Review 2010 decision to equalise school sixth form funding with other insktukons and to reduce funding for enrichment comes to an end.

26 /16 all young people required to conknue in educakon or training unkl 18 birthday. no addikonal changes to funding factors within the nakonal funding formula. nakonal funding rate to be confirmed January all full- Jme students with grade D GCSE in maths/english have to retake GCSE (not stepping stone qualificakon). 480 maths/english funding will conknue. 2016/17 10% uplin for study programmes of 4 A levels where student passes 4 A levels at grade B 20% uplin for study programmes of 5 A levels where student passes 5 A levels at grade B. 20% uplin for study programmes comprising full level 3 InternaKonal Baccalaureate where the student achieves 28 points. 10% uplin for study programmes comprising Technical Baccalaureate programmes equivalent to four A levels in size, and 20% for those that are the size of the full level 3 InternaKonal Baccalaureate or larger, on the basis of qualificakons passed. increase to the uplin for specialist land- based provision from 1.6 to Formula ProtecKon Funding ends.

27 19+

28 /14 funding based on credit, rates set according to rates matrix. 2014/15 awarding organisakons need to apply for funding for any qualificakons not automakcally approved for funding. NQF qualificakons not automakcally approved cannot be applied for. size, purpose and recognikon rules. Skills Funding Agency will only approve qualificakons for funding where appropriate organisajons indicate that the qualificakon does a\est to relevant skills, knowledge and understanding at a parkcular level in a parkcular sector. qualificakons removed if take- up too small unless niche. impact of Ofqual review of the QCF for NQF qualificakons? funding based on credit? unit funding? 2015/16 Minister stated that providers teaching English/maths GCSE to 19+ outside apprenkceships will receive higher rate of funding. Not confirmed anywhere as yet.

29 APPRENTICESHIPS

30 ApprenNceships 2014/15 summary of Trailblazer funding published. single government co- investment rate for core funding which will apply up to a cap for each standard Core Government ContribuKon (CGC). allocakon of cap based on five factors: projected costs of delivery, economic impact, social mobility and inclusion, skills shortages, and strategic fit. mandatory cash contribukon. for every 1 employers contribute, government will pay 2. five caps set at 18,000, 8,000, 6,000, 3,000 and 2,000. employers can negokate price for training and assessment with provider(s). addikonal payments : small businesses ( 500 2,700), year old (between 600 5,400), and successful complekon (between 500 2,700). training in English and maths at level 1 or level 2 fully funded. funding not routed via employers mechanism not agreed or set up plans expected in next few weeks likely to spell out opkons rather than provide answer.

31 ApprenNceships 2015/16 AGE 16 to 24 (ApprenKceship Grant for Employer) extended to 2015/ /18 provides ApprenJceship grants with a value of 1,500 to employers with up to 1,000 employees to encourage employers to take on new ApprenJces aged 16 to 24. Eligible employers must not have taken on an ApprenJce in the previous 12 months. Subject to budget availability and the employer s commitment to support the ApprenJce to the end of their programme, any one employer can claim support for up to ten apprenjces. All ApprenKceship starts are on employer designed standards.

32 ApprenNceships

33 TRAINEESHIPS

34 Traineeships Traineeships introduced in 2013/14 to provide essenkal work preparakon, English, maths and work experience, to secure ApprenKceship or other work. 2013/14 available for 16-25s, core target unemployed, li\le work experience, focused on work, below level 3, or and not yet achieved Level 2, providers and employers believe ready for employment or apprenkceship within six months. core content work preparakon training, English and maths, high quality work placement. work placement minimum 6 weeks, maximum 5 months, traineeships maximum 6 months s methodology, part- Kme according to number of hours, retenkon accounts for around 50% funding, early movement into posikve outcome fully funded s adult methodology, matrix rates, plus work placement funding. primary measure of success securing posikve outcome.

35 Traineeships 2015/16 Government will set out shortly response to recent consultakon on Traineeships funding methodology for 2015/16. consultakon looked at how to ensure funding arrangements for Traineeships drive posikve outcomes for young people, achieve greater consistency in the way Traineeships are funded for 16 to 18 year olds and 19 to 24 year olds, ensure providers have the flexibility to design high quality programmes that maximise outcomes for young people.

36 24+ ADVANCED LEARNING LOANS

37 24+ Advanced Learning Loans Loans are available for eligible learners aged 24 and above studying at Level 3 and above (including Advanced and Higher ApprenKceships) and cover the cost of tuikon, so learners do not have to pay upfront. Recent consultakon looked at: effeckveness of current loans systems. expanding the scope of loans in the FE sector to cover year olds and to make loans available for level 2 qualificakons where learners are not enktled to full grant funding. moving certain qualificakons, for example Higher NaKonal Diplomas (HNDs) and Higher NaKonal CerKficates (HNCs) from Higher EducaKon funding to Advanced Learning Loans.

38 ANDREA PAROLA GENERAL MANAGER, EESA

39 EeSA Members

40 EeSA Vision and Mission Vision Foster a compekkve and inclusive Europe where e- skills and digital literacy drive innovakon and promote prosperity Mission Ensure that Europe has the human capital and aqtude to compete globally and drive growth. Promote e- Skills as a key component of life- long learning, personal development and job creakon. Encourage the recognikon of e- Skills for all in a technology- driven society and economy.

41 Innovation, Creation Skills for employability, Certification, up-skilling, Training Formal Education Basic Skills, Digital Literacy, Digital Competence

42 The European Union 28 Member States Combined population of EU Member States 7,2 507 million Percent of world s population Percent of global GDP European Union - United in diversity 57 Years of EU IntegraNon 30 Member States PopulaKon million 174 million Languages

43 The new College of Commissioners ( ) Jean-Claude JUNCKER Frans TIMMERMANS Maros SEFCOVIC Jyrki KATAINEN Pierre MOSCOVICI Marianne THYSSEN Jonathan HILL Elzbieta BIENKOWSKA Cecilia MALMSTRÖM Karmenu VELLA Valdis DOMBROVSKIS Corina CRETU Miguel Arias CANETE Tibor NAVRACSICS Federica MOGHERINI Kristalina GEORGIEVA Andrus ANSIP Vera JOURIVA Günther OETTINGER Johannes HAHN Dimitris AVRAMOPOULOS Vytenis ANDRIUKAITIS Neven MIMICA Margrethe VESTAGER Carlos MOEDAS Phil HOGAN Violeta BULC Christos STYLIANIDES

44 What to expect New Commission - digital skills remain high on the agenda Focus on ackon and delivery - use exiskng framework and tools Subsidiarity implementakon through nakonal and regional inikakves

45 UNDERSTANDING EU FUNDING

46 Policy areas driving EU funding EducaNon Health Consumer protecnon Environmental protecnon Humanitarian aid

47 AllocaNon of the EU budget to companies and organisanons in the form of: Procurement Grants Buy Purpose Give money European Commission Owner of results Beneficiary Agreed price Payment Sharing cost Profit Principles No profit Call for tenders Procedure Call for proposals

48 Tenders Selling services and goods The European Commission uses public contracts to buy the following goods and services: - Studies - Technical assistance and training - Consultancy - Conference and publicity services - Books and IT equipment Providers are selected via calls for tender which are issued by the Commission departments, offices and agencies around Europe. ApplicaKons are examined and evaluated on the basis of criteria that have been clearly announced in the calls for tenders.

49 Tenders Principles Transparency All relevant informakon concerning purchases are published. Equal treatment and non- discriminanon All interested parkes are treated the same way. An advantage (e.g. AddiKonal informakon) given to one tenderer must be shared with all others. Widest compennon ProporNonality The choice and organisakon of the procedure of the call for tenders have to be proporkonate to the subject and the value of the subject.

50 Grants funding a project The European Commission makes direct financial contribukons in the form of grants in support of projects or organisakons which further the interests of the EU or contribute to the implementakon of an EU programme programme policy. AcNon grants finance ackons intended to help achieve an objeckve that forms part of an EU policy OperaNng grants finance the operakng expenditure of a body pursuing an aim of the general European interest or an objeckve that forms part of an EU policy Grants cover a diverse range of fields (specific condikons vary from one field to another). However, grants: Are a form of complementary financing Enable a given operakon to break even financially and cannot lead to a profit for their beneficiaries; Cannot be awarded retroackvely for ackons that are already completed In addikon, only one grant may be awarded for the same ackon.

51 Grants funding a project Grants are subject to annual programming and are not awarded on a case- by- case basis. Work programmes, which fix the broad outlines of the grants that are envisaged over the year (area of ackvity, objeckves, Kmetable, available budget, award condikons, etc.), are published by the Departments of the Commission before 31 March each year. The Commission s Departments publish calls for proposals on their internet sites; the calls for proposals invite candidates to present, within a given deadline, a proposal for ackon that corresponds to the objeckves pursued and fulfils the required condikons. ApplicaKons are examined and evaluated on the basis of criteria that have been clearly announced in the calls for proposals.

52 Grants AllocaNon Principles Equal treatment No preferenkal treatment. An advantage given to an applicant must be given to all the others Non- cumulanve Each beneficiary may not get more than one grant per ackon, or not more than one operakng grant per financial year Non retroacnve AcKons already completed are excluded from EU funding. AcKons which have already begun may be considered for EU funding where the applicant can demonstrate the need to have started the ackon before the agreement is signed Co- signing The Commission and the beneficiary will share the costs Non profit Grant beneficiaries may not generate profit with the EU grant they receive. At the end of a grant, if a profit is made, the surplus is to be recovered by the Commission

53 How to submit a proposal Upcoming Calls for proposals Submission Submissions and SelecNon Eligibility? From EvaluaNon to NegoNaNon EvaluaKon Advice to Proposers SelecKon Gejng Help

54 DOs and DON Ts DON T: Address more than one topic Set broad, ambikous, unachievable objeckves Include redundant partners Impact = a conference each year, a public website and x published papers DO: Study the work programme Set focused, realiskc objeckves focused and show how they will be achieved ConsorKum to include all stakeholders Good impact * Good research = key Write for informed non- specialist

55 Funding programmes Horizon 2020 ( ) Budget: 80 billion Policy areas: innovakon, research, science, industrial leadership, societal challenges Applying for funding: Proposals to be submi\ed online before the deadline Calls onen require three partners (partner search opkons) Proposals evaluated by a panel of independent specialists against a list of criteria ApplicaKons are informed once a proposal passes the evaluakon stage (five months durakon) The potenkal grant agreement confirms what research & innovakon ackvikes will be undertaken, the project durakon, budget, rates and costs and the European contribukon Further informakon on the programme and the calls for proposals: h\p://ec.europa.eu/research/parkcipants/portal/desktop/en/funding/index.html h\p://ec.europa.eu/programmes/horizon2020/en/how- get- funding

56 Erasmus + ( ) Budget: 14.7 billion Policy areas: EducaKon, training, youth, sport Applying for funding: The European Commission published the call for porposals under Erasmus+ Programme. It covers and support the ackvikes: Key ackon 1 Learning mobility of individuals Key ackon 2 CooperaKon for innovakon and the exchange of good prackces Key ackon 3 Support for policy reform Eligible Applicants Any public or private body ackve in the field of educakon, training, youth and sport can apply for funding under Erasmus+ programme. Beside also any group of young people, ackve in youth work but not necessary in the context of youth organisakons should be able to apply for funding for learning mobility of young people and youth workers as well as for the strategic partnerships in the field of youth. Deadline - The deadlines for submission of applicakons depends on ackvikes under the three key ackons and are ranging from 14 March to 1 October Further informakon on the programme and the calls for proposals: h\p://eur- lex.europa.eu/legal- content/fr/txt/?qid= &uri=oj:joc_2014_030_r_ns0008 h\p://ec.europa.eu/programmes/erasmus- plus/documents/erasmus- plus- programme- guide_en.pdf

57 COSME ( ) Budget: 2.3 billion Policy objeckves: Be\er access to finance for Small and Medium- Sized Enterprises (SMEs), Access to markets, supporkng entrepreneurs and more favourable condikons for business creakon and growth. The ExecuKve Agency for SMEs (EASME) has been set- up by the European Commission to manage on its behalf several EU programmes including COSME. Applying for funding: The Equity Facility for Growth (EFG) Through the COSME EFG, the European Investment Fund (EIF) invests in selected funds that provide venture capital and mezzanine finance to expansion and growth stage SMEs, in parkcular those operakng across borders Eligibility: EnKKes undertaking risk capital investments into SMEs SMEs established and operakng in one or more EU Member States and COSME Associated Countries can benefit from EFG ApplicaKon documents: h\p:// The Loan Guarantee Facility (LGF) offers guarantees and counter guarantees, including securisakon of SME debt finance poryolios, to selected financial intermediaries to help provide more loans and leases to SMEs. Eligibility: Financial or credit insktukons and loan (debt) funds and guarantee insktukons, credit or financial insktukons duly authorised to carry out lending or leasing ackvikes to SMEs according to applicable legislakon, established and operakng in one or more of the EU Member States and COSME Associated countries ApplicaKon documents: h\p://goo.gl/yhu2jo Further informakon on COSME: h\p://ec.europa.eu/enterprise/inikakves/cosme/index_en.htm Specific calls under COSME: h\p://ec.europa.eu/research/parkcipants/portal/desktop/en/opportunikes/cosme/index.html

58 Some references Tenders: h\p://ec.europa.eu/contracts_grants/contracts_en.htm Grants: h\p://ec.europa.eu/contracts_grants/grants_en.htm Research: h\p://cordis.europa.eu/home_en.html Partners h\p://ec.europa.eu/research/parkcipants/portal/desktop/en/support/ nakonal_contact_points.html

59 Contact Info: Siân Owen Andrea Parola

60 Up Next Unconference Roundtables 4 th floor Abbey Room Conference Lunch in the Exhibit Hall 5 th floor Mountba\en Lounge Today s Technologies & CompTIA CerKficaKons 4 th floor Abbey Room

61 THANK YOU.