Bidding for JISC funding call 11/08


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Guidance on bidding for JISC funding for institutional innovation projects in lifelong learning and workforce development

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Bidding for JISC funding call 11/08

  1. 1. Guidance on submitting a successful bid Institutional innovation projects in lifelong learning and workforce development Sarah Davies Programme Manager, JISC
  2. 2. Who am I? <ul><li>Sarah Davies </li></ul><ul><li>Programme manager in the JISC e-Learning team </li></ul><ul><li>Involved in programmes to do with lifelong learning since the Distributed e-Learning Programme in 2004 </li></ul><ul><li>Shortly off on maternity leave </li></ul>
  3. 3. What am I going to say? <ul><li>Few general points to get started </li></ul><ul><li>Review of what we’re looking for under this call </li></ul><ul><li>Guide to what to include in bids, stepping through the evaluation criteria </li></ul><ul><li>Final tips and ‘dos and don’ts’ </li></ul><ul><li>Almost all of this is in the call </li></ul>
  4. 4. What you need to get started: three pieces of paper <ul><li>Grant 11/08: Call for Institutional innovation projects in lifelong learning and workforce development </li></ul>
  5. 5. What you need to get started <ul><li>Grant 11/08: Appendices A-D </li></ul>
  6. 6. What you need to get started <ul><li>Briefing paper to support Grant Funding Call 11/08: Institutional innovation projects in lifelong learning and workforce development </li></ul>
  7. 7. What you need to get started <ul><li>All are available from </li></ul>
  8. 8. The things we always say… and some new things <ul><li>Read the documentation carefully, especially the call itself (JISC Grant funding call 11/08) </li></ul><ul><li>That includes information on what we’re looking for, what we expect projects to do, what we want in bids, and how the bids will be assessed. </li></ul><ul><li>Be honest with yourself about whether your good idea fits squarely with what we’re looking for </li></ul><ul><li>If you’re not sure, get in touch </li></ul><ul><li>Font size for proposals is now 11-pt </li></ul><ul><li>Page limit is now 12 </li></ul><ul><li>The use of additional appendices is discouraged </li></ul>
  9. 9. Who can bid? <ul><li>HE institutions in England and Wales </li></ul><ul><ul><li>Bids from Welsh institutions should address one or more of the priorities in ‘One Wales’. </li></ul></ul><ul><li>FE institutions in England with more than 400 HE FTEs. </li></ul><ul><ul><li>The proposed project should concentrate on HE provision </li></ul></ul><ul><li>Single institutions or consortia </li></ul><ul><ul><li>Only the lead partner has to meet the criteria above </li></ul></ul><ul><li>Only one bid per institution will be accepted </li></ul>
  10. 10. What are we looking for? <ul><li>Institutional or cross-institutional demonstrator of the use of technology to support lifelong and work-based learning </li></ul><ul><ul><li>Workable solution that other institutions can learn from </li></ul></ul><ul><ul><li>Led at institutional level, engaging with institutional processes </li></ul></ul><ul><li>Developing and/or implementing appropriate technologies and processes </li></ul><ul><ul><li>Clear user needs </li></ul></ul><ul><ul><li>Work with existing systems; consider existing solutions </li></ul></ul><ul><ul><li>Integration, modularity, standards-based, service-oriented </li></ul></ul><ul><li>Building on existing strengths – need to do more than ‘investigating’ issues </li></ul>
  11. 11. Funding available <ul><li>Funding is available of between £100k and £300k per project </li></ul><ul><li>We would like to fund projects of a range of sizes and scope </li></ul><ul><li>Think carefully about what would be the best approach in your context to meet your own needs and deliver something of interest/value to the wider community </li></ul><ul><li>Guidance is available in the call (paragraph 31) on what we might be looking for at the lower and higher end of the funding range – but this is only indicative </li></ul><ul><li>If the project stands to impact on a significant level of activity in employer engagement and workforce development (across one or more institutions) this will enhance the value for money. </li></ul>
  12. 12. Project areas <ul><li>Projects should be working towards realising aspects of the vision (see paragraphs 14-26) </li></ul><ul><ul><li>Aspects of all three themes, with a focus on technology and standards within an appropriate strategic and practice context </li></ul></ul><ul><li>The call outlines aspects which JISC is particularly interested in (paragraph 34) </li></ul><ul><ul><li>These are not necessarily whole project areas, and can be combined with each other or with other activities </li></ul></ul><ul><li>We will consider bids which are looking at other areas </li></ul>
  13. 13. Fit to programme objectives and value to JISC community <ul><li>Does the project fit with what is outlined on the previous few slides? </li></ul><ul><li>Point to the paragraphs within the vision that you’re addressing </li></ul><ul><li>Show which of the programme-level outcomes it will contribute to, and how it will be of value to wider community </li></ul><ul><li>Provide a clear description of the innovations you’re planning </li></ul><ul><ul><li>Make clear what you mean by terms like ‘system’ and ‘framework’ </li></ul></ul><ul><ul><li>Ask someone outside the project to check they understand what you mean </li></ul></ul><ul><li>Make the institutional business case and show fit with strategies, and high-level backing </li></ul><ul><li>Identify how you’re building on strengths. Include information on current level and type of activity in employer engagement and workforce development </li></ul><ul><li>Consider what will happen when the external funding runs out </li></ul>
  14. 14. Workplan <ul><li>Describe your current institutional context, and the processes and practice relevant to the proposed innovations. </li></ul><ul><li>Be realistic about where these are likely to present opportunities and challenges, and what is within the project’s power to change </li></ul><ul><li>Work plan – what will you do? </li></ul><ul><ul><li>Mix of narrative and tables/diagram is usually clearest </li></ul></ul><ul><ul><li>At least two milestones per year </li></ul></ul><ul><ul><li>Include the requested baselining and review of prior work (paras 36-7) </li></ul></ul><ul><ul><li>Project management arrangements are key </li></ul></ul><ul><ul><li>Include risk assessment </li></ul></ul><ul><ul><li>What are your deliverables, and how do the activities lead to them? </li></ul></ul><ul><ul><li>It’s amazing how unclear workplans can be – make sure it’s understandable and unambiguous to someone outside the planning team </li></ul></ul>
  15. 15. Workplan <ul><li>Who will work on the project? </li></ul><ul><ul><li>Individuals and roles if possible; roles if not </li></ul></ul><ul><ul><li>How does their role on the project link to their day job? </li></ul></ul><ul><ul><li>Who will be involved in project management? </li></ul></ul><ul><ul><li>Cover relevant roles across the institution – see paragraph 38 </li></ul></ul><ul><ul><li>Have you got a high-level champion, and how will they be engaged in practice? </li></ul></ul><ul><ul><li>Who will be participating in programme activities, and how many days? </li></ul></ul><ul><ul><li>Clearly identify where you need to recruit </li></ul></ul>
  16. 16. Engagement with the community <ul><li>How will you work your stakeholders? </li></ul><ul><li>Include any existing user needs analysis </li></ul><ul><li>Consider activities to support capacity building within the institution and in the wider sector, such as the support of communities of interest, workshops, seminars, and visits; </li></ul><ul><li>How will you disseminate your key messages and promote take-up in the wider sector? </li></ul><ul><ul><li>Be realistic and targeted </li></ul></ul><ul><li>How will you evaluate the innovations? </li></ul><ul><ul><li>See information in paragraphs 35-6 and the link there </li></ul></ul><ul><li>Try to demonstrate rather than simply state a willingness to work with the support and synthesis project, eg by suggesting areas in which you’d like their input </li></ul><ul><ul><li>But if not, stating it is better than nothing! </li></ul></ul><ul><li>There is a commitment from these projects to share the findings of the initial baselining exercise with the support project </li></ul>
  17. 17. Budget and value for money <ul><li>Bid for an appropriate amount of money from £100k - £300k – see call and earlier guidance. </li></ul><ul><li>Be as clear as you can on who and what the funds are paying for </li></ul><ul><ul><li>Make sure there is a clear link between the budget, workplan, and staff working on the project </li></ul></ul><ul><li>Don’t ask for significant funds for buying hardware and software </li></ul><ul><li>Value for money will be enhanced if your project will impact on significant levels of provision </li></ul><ul><li>Cost the bid with TRAC full economic costing (HEIs) or your usual cost model (non-HEIs) </li></ul><ul><li>Request JISC funding for a proportion of this </li></ul><ul><ul><li>Make an institutional contribution in line with the benefits your institution will derive from the project </li></ul></ul><ul><ul><li>Consider how the project will benefit the wider sector </li></ul></ul><ul><ul><li>But don’t bankrupt yourself – must be feasible </li></ul></ul>
  18. 18. Previous experience of the project team <ul><li>Ensure you provide a brief summary of the experience of your proposed team in the main text of the bid </li></ul><ul><ul><li>Project management, employer engagement, workforce development </li></ul></ul><ul><li>Try to avoid adding additional information in appendices </li></ul><ul><li>Previous projects successfully delivered don’t have to be external, but it’s helpful to give an idea of scale and how these are similar or different to the proposed work </li></ul><ul><ul><li>What role did the team members have in any projects cited? </li></ul></ul><ul><li>If the bid is from a consortium: </li></ul><ul><ul><li>Need supporting letters from the partners </li></ul></ul><ul><ul><li>Need to demonstrate that the issues of working together have been thought through: who’s doing what? Why does this partnership makes sense for this project? How will new or less experienced partners be supported? </li></ul></ul>
  19. 19. Tips and suggestions <ul><li>Get early buy-in from senior management to reduce the chance of two bids being produced from your institution </li></ul><ul><li>Check back against the criteria in the call once your ideas have developed </li></ul><ul><li>Ask someone from outside the bidding team to review the bid: </li></ul><ul><ul><li>Is it clear what you’re planning to do and deliver? </li></ul></ul><ul><ul><li>Score against the evaluation criteria and provide feedback </li></ul></ul><ul><li>Check you’ve included everything requested in the structure of proposals, including things you don’t have a good answer for. </li></ul><ul><li>Check you’ve addressed all the evaluation criteria, adjusting wording if necessary to help evaluators pick out relevant sections. </li></ul><ul><li>Evaluators are only human – good, clear layout and signposting helps </li></ul><ul><li>Don’t quote back chunks of text from JISC: demonstrate your own understanding </li></ul><ul><li>If you’re planning to build on previous work, say how, and how the new work differs </li></ul>
  20. 20. Some final ‘do’s and ‘don’t’s <ul><li>Spend some time on the summary of your project in Appendix A: aim for a well-chosen half a side maximum </li></ul><ul><li>Check the checklist at paragraph 73 </li></ul><ul><li>Font: Arial or similar at 11-point size – up to 12 pages </li></ul><ul><li>Don’t put any key information beyond the 12-page limit </li></ul><ul><ul><li>Information which should be in the main body and is in an appendix will be disregarded </li></ul></ul><ul><ul><li>The most commonly misplaced bits of information are the budget, summary of previous experience, and fit with institutional strategies </li></ul></ul><ul><ul><li>Check over the page layout of your bid once you’ve converted it to pdf – things can jump over onto a new page </li></ul></ul><ul><li>Submit your bid well in advance of the deadline, ideally the day before. Late bids (even a matter of minutes) will not be accepted </li></ul>
  21. 21. Further information <ul><li>Check the call and associated documentation </li></ul><ul><li>Contact Georgia Slade for enquiries about the bid submission process: </li></ul><ul><ul><li>[email_address] , 0117 9317385 </li></ul></ul><ul><li>For all other enquiries, contact Sarah Davies or Paul Bailey: </li></ul><ul><ul><li>[email_address] , 07785 518564 (until 28 Nov) </li></ul></ul><ul><ul><li>[email_address] , 07854 962876 (throughout the process) </li></ul></ul><ul><li>Questions will be answered directly, and then generalised and posted to the JISC website </li></ul><ul><li>A guide to bidding for JISC funding is available at: </li></ul>