Flexible and Structured Funds

Transcription

1 Flexible and Structured Funds Presentation content 1. Introducing the funds 2. How to develop an idea 3. How to writing an application 4. CITB our role and support Application window: May 2017

2 1. Introducing the funds This section explains what the funds are, the May 2017 fund options and their criteria.

3 Introducing the funds What are your training and skills needs Can I explain my issue? Do others have this problem? Am I sure there isn t a better solution? Have I explored support from CITB grant? Do they align slate to industry training and skills needs Flexible and Structured Funds invest in projects which provide transferrable benefits to industry problems based on an evidence of need.

4 Introducing the funds CITB levy redistribution Flexible Structured Grants Funding short-term, industry led projects Funding longterm, industryled projects Mainstream funding for training Industry training and skills needs Together, and along with CITB Grant, they form CITBs three channels of redistributing levy returns back to industry

5 Introducing the funds 17.9m investment in 2016 Investment by CITB priority in ,049,808 30% approval rate Reducing Skills Shortages, 2.17m Increase the Appeal of Working in Construction, 2.49m Increase the Value Added Per Employee, 0.65m Increasing Access to the Right Training, 0.53m 3,568, , , ,388 Reducing Skills Gap, 12.66m England England, Scotland and Wales Scotland Scotland & England Wales Launched in 2016, they have achieved success and invested nearly 18m back to industry, to impact upon CITB strategic priorities for industry

6 Introducing the funds Funded projects For more stories on the impact of the funds, review our case studies at

7 Introducing the funds May 2017 Application Window Flexible Projects lasting: 1m - 18m Value of: 10k - 500k Structured Projects lasting: 18m 5y Value of: 100k - 3m Enhanced Incentives Commission (Assessment Infrastructure) Infrastructure Education engagement Innovation Productivity Skills & Training May 2017 Application Window These are the options that are available within the Flexible and Structured Funds. Each has criteria to which an application must comply.

8 Introducing the funds Flexible Levy-registered employers CITB-funded Training Groups Construction Federations and trade associations Designed to fund projects that are quick and adaptable Skills & Training Levy registered employers: - Up to 49 staff: 5,000 - Up to 74 staff: 7,500 - Up to 99 staff: 10,000 Specialist federations: - Up to 10,000 For the delivery of skills and training not funded by grant One award per organisation per twelve-month period Up to 5k paid up-front; remainder upon completion Innovation 10, ,000 Collaborations of three or more eligible organisations Introducing something new to the sector, such as training materials, courses or methods Enhanced Incentives 10, ,000 Collaborations of three or more eligible organisations Incentives for completing training, apprenticeships and qualifications or achievements These are the criteria to which an application must comply, for each fund option this application window.

9 1. Introducing the funds Flexible Levy-registered employers CITB-funded Training Groups Construction Federations and trade associations Designed to fund projects that are quick and adaptable Commissioned (OSAT) Commission (Assessor infrastructure) 500,000 available Up to 18 months Single or partnership applications from eligible organisations Single stage application Assessor development & enhanced incentive in areas with large workforce qualification requirement and inadequate assessor base Plant all occupations; Bricklaying; Steeplejack & lightning conducting; Painting & Decorators; Wall & Floor Tiling; Insulated cladding; Scaffolding; Passive Fire Protection; Blinds & Solar Shading; Carpentry & joinery; Netting & rigging; Roofing occupations Commission (Productivity) 500k available Up to 18 months Documents published in May 2017, applications invited in September 2017 Projects with the aim of reducing defects and errors to increase productivity These are the criteria to which an application must comply, for each fund option this application window.

10 Introducing the funds Structured Levy-registered employers CITB-funded Training Groups Construction Federations and trade associations Projects that are long-term solutions to meeting major industry challenges Infrastructure 100,000-3,000,000 Collaborative applications containing at least three of the organisations above Training and skills resources, materials to support training; Support to establish training provision; New methods of delivering training Education engagement 1 million, GB-wide, allocated to k pathways Collaborations containing at least three eligible organisations 11 week application window 10 identified skills conversion pathways that enable nearestto-reach career changers with transferrable skills to secure employment These are the criteria to which an application must comply, for each fund option this application window.

11 Skills & Training Introducing the funds Window opens 6 March April May July October November 2017 Window closes 7 Feb Nov 2017 Apply online from February until November Enhanced incentives, innovation, infrastructure Apply online, stage 1 Scoring, decisions, appeals Continue application for stage 2 Scoring, decisions, appeals Funding declared 2 May May Jun Jul 2017 TBC Different fund options have different application processes. Some are a single stage, some are two-stage applications

12 Introducing the funds Commission (Assessor infrastructure) Apply online 2 May May 2017 Scoring, decisions, appeals Funding declared TBC Commission (Education Engagement) Apply online 2 May July 2017 Scoring, decisions, appeals 18 Jul 2017 Funding declared TBC Enhanced incentives, innovation, infrastructure Apply online, stage 1 Scoring, decisions, appeals Continue application for stage 2 Scoring, decisions, appeals Funding declared 2 May May Jun Jul 2017 TBC Different fund options have different application processes. Some are a single stage, some are two-stage applications

13 Developing an idea This section CITB outlines good practice in taking a problem, identifying a solution and turning that into a project

14 Developing an idea Ideas are not eligible when solutions can be funded elsewhere an appropriate solution already exists solutions are not transferable to wider industry Quality applications connect Evidence - need Deliverables & beneficiaries Evidence solution Quality applications don t duplicate existing products or services, and make strong connections between the issue, solution and the deliverables.

15 Developing an idea Turning an idea into a project Issue Outcomes Outputs Activities Inputs The problem What s changed What s produced What s delivered What resources are needed Evidence Impact Deliverables Value/ time This is one way to build a project follow the steps from identifying a problem to working out how much time and money it will take to address

16 Developing an idea 70% Additionality to grant Product development Training resources Delivery, attendance Project management 30% Double-funding from CITB Permanent posts* Ineligible activity* Capital* Deviation from suggested rates* Pay attention to what we will fund, and how much we expect you to match *information is indicative only, and subject to change refer to Guidance Notes from particular funding option for full list

17 Making an application The case for the funds Success so far Funds and options This section CITB gives some top tips on making your application, and section-by-section guidance on completing the online form.

18 3. Making an application Some top tips Read the guidance notes before, during and after Check your finances, and account for any grant available If the question doesn t ask for it, don t put it in it won t be scored Make sure evidence is within the question, referenced and relevant Use positive, committal language talk about what you will do, rather than what could be done Some top tips based on common reasons applications are declined

19 3. Making an application Flexible and Structured Beneficiaries 30% Who will benefit from the project? The activities they will benefit from, the number and type of beneficiary, and how they might benefit. 30% Evidence - need 40% There is a demonstrable industry need 40% Evidence - solution 30% The appropriateness of the chosen solution to address the identified need 20% The alternative or existing approaches which have been considered 10% These are the four scored sections for the Stage 1 application form, and the percentage weighting which is given to each one.

20 Making an application Start here 0% Read the guidance notes before beginning your application. Guidance notes are available online. Click start your application to begin Section-by-section guidance on completing your application

21 Making an application Organisation type 0% Select whether your organisation type from the list. If you cannot see your organisation type, you are not eligible to submit an application. Section-by-section guidance on completing your application

22 Making an application Eligibility 0% Confirm you meet the eligibility criteria. If you cannot answer yes to all questions you will not be able to proceed Section-by-section guidance on completing your application

23 Making an application Fund and option 0% Select the Fund option which you intend to apply to.* For more information on the criteria of each fund option, visit: *note the Structured enhanced Incentives fund option is not available in this funding window Section-by-section guidance on completing your application

24 Making an application Basic details 0% Complete the name of your organisation and its address. Tell us which region or nation the project will take place in, and how you heard about the Flexible and Structured Funds Section-by-section guidance on completing your application

25 Making an application Contact details 0% Give the contact details of the person in your organisation submitting the application. This person must be employed by the applicant and not a third party. We ll use these details for all correspondence. The application form will automatically save at this point. You will be sent a unique reference that can be used to retrieve your application later. Section-by-section guidance on completing your application

26 Making an application Partner details 0% Applications must comprise a partnership of three or more eligible organisations. Provide all requested information about each organisation in your partnership. The contact details (such as the address) should be connected to the selected organisation. Ensure you complete all fields before clicking next. The system will allow you to register up to three partners. To register more that three partners please the funding team at funding@citb.co.uk. Section-by-section guidance on completing your application

27 Making an application Project details 0% Give your project a name which describes the project. Provide the start and end date. The duration will be calculated for you. Provide the total project value, and the request from CITB. You will only be able to continue if your project value and duration comply with the fund option criteria. You must also ensure you provide at least 30% of match funding in your application. Section-by-section guidance on completing your application

28 Making an application Deliverables and beneficiaries 30% Identify the people who will benefit from the activities in your project, and how. You can write about beneficiaries in terms of four defined groups: - Existing workforce - New entrants - Wider industry - Other You need not respond to any groups which do not directly benefit from your project. For each relevant group, describe the project deliverables which impact upon them, the number that are impacted and how. Section-by-section guidance on completing your application

29 Making an application Deliverables and beneficiaries (continued) 30% For each relevant group, give a rationale for how you have arrived at the numbers you have indicated will benefit. Explain how you will monitor how these groups benefit, and demonstrate the impact of the project upon them. Section-by-section guidance on completing your application

30 Making an application Evidence (need 30%, solution 20%, alternatives 10%) 70% Provide a clear evidence base that the issue you are seeking to address, and the solution you are proposing: Need Use facts and figures to show that you are not the only one who is affected by this issue. Use robust and checkable research, evidence and statistics supported by evidence or surveys which you have developed. Solution Describe your solution and how it will address the identified need. In doing so, state the success criteria for your project, explaining what is to be achieved and how. Describe the outcomes you will achieve, both in the short and long term. Make a compelling case for the unique benefits of your solution. Section-by-section guidance on completing your application

31 Making an application Review and submit 0% Once you have completed your application, you will be able to review the entire form. Check your answers for accuracy, errors and to be sure that you are happy with your answers. When you are, click submit. Section-by-section guidance on completing your application

32 CITB role and support CITB existing solutions CITB Advisor support Funding team roles This section explains how CITB will support you, and what happens after your application has been received.

33 CITB role and support CITB Advisors Signposting Non-CITB sources of funding Research team Qualifications and Standards Grant funding Product Development National Skills Academy for Construction Right Training Strategy Building collaboration Connecting with other applicants Building partnerships Technical and eligibility information Guidance on eligibility Funding windows and options Flexible and Structured projects CITB Advisors CITB are able to support you by: identifying existing solutions to your issue; answers to technical queries related to the funds; help you build partnerships to submit an application.

34 CITB role and support CITB Funding Team Technical questions and support Escalated by advisers Direct to Scoring and evaluation or applications By transparent methodology Levelled and consulted Feedback on submitted applications To applicants only Scoring rationale Development of funding agreements Milestones and outputs Negotiated with applicant The funding team manage the funds and options, maintain information about the funds, provide answers to more complex queries, score applications and support approved projects build funding agreements

35 CITB role and support Scoring and evaluation Non-compliant response Unacceptable response Unsatisfactory response Acceptable response Good response Excellent response Meets none of the requirements of the question The applicant s response shows a significant shortfall in meeting the requirements, indicating that the response to the question is unsatisfactory. The applicant s response meets some, but not all of the requirements of the question to a satisfactory level. The applicant s response indicates that the information provided meets all of the requirements of the question to a satisfactory level. The applicant s response meets all of the requirements to a satisfactory level and in some cases exceeds them, clearly indicating that the response to the question is above what would be expected. The applicant's response exceeds all of the requirements, indicating that the response to the question exceeds all expectations. This is what we use to score each (scored) question. Each question must receive a 3 to be approved.

36 CITB role and support Week Stage Activity 0 Preparation Attend a funding webinar Stage 1 Application Scoring Stage 2 Application Scoring Funding agreements Make the case for the proposed solution Refer to Guidance Notes, Terms of Funding, Funding Restrictions Submit by published deadline Independently scored by funding team Independent scores levelled Subject matter experts consulted Funding Panel reviews and makes final decisions Explain the project delivery plan Refer to Guidance Notes, Terms of Funding, Funding Restrictions Submit by published deadline Independently scored by funding team Independent scores levelled Subject matter experts consulted Funding Panel reviews and makes final decisions Milestone schedule and M&E agreed This is CITB the process that is followed with each application (excluding Skills and Training, and commissions). Use the weeks on the left to plan your time and measure when you will receive information from CITB

37 2 May 2017 citb.co.uk/funding Lastly, a reminder on when application window is open and when you can apply!