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HACT Conference –
Understanding Social Value

Gwen Crawford, Director of Regeneration
What’s happening in the sector?

• The presentation will cover;

   –   Bolton at Home and my role within the organisation
   –   Our approach to social value
   –   Procurement and tendering
   –   Case studies




                                                            2
Bolton at Home

• 2002 – Established as an ALMO for Bolton Council
• Dec 2010 - Registered as a charity providing social housing
  within Bolton
• April 2011 - Stock Transfer of 18,000 homes from Bolton
  Council
• Next 5 years - £124m improvements to homes and estates
• Improving social, economic and environmental conditions
  for customers and wider community




                                                                3
Corporate Objectives

• Homes we can all be proud of
• Neighbourhoods we can all be proud of
• Putting customers first
• Keeping a strong, financially viable, socially responsible,
  well governed business
• Developing and growing




                                                                4
Director of Regeneration

• Responsible for the Regeneration Directorate including the
  following functions:

   – Neighbourhood Management (including Community Development,
     Percent for Arts and UCANs)
   – Development
   – Community Engagement
   – Housing & Employment
   – Partnerships
   – Private Sector Renewal (on behalf of Bolton Council)
   – Environmental Improvements



                                                                  5
Our approach to social value

• Why is social value important to Bolton at Home ?

   – Originally established as a Housing and Community regeneration
     organisation with long history of community regeneration
   – Bolton at Home objectives including charitable objectives
   – Stakeholders
   – Public Services (Social Value) Act 2012
   – Regulatory framework - delivering value for money including
     economic, social and environmental returns
   – CSR – demonstrating corporate responsibility and making links with
     the private sector




                                                                          6
Social value – what we are already doing

• Neighbourhood Management and UCAN network
• Longstanding history of delivering apprenticeships and
  commitment to 19 new ones every year
• Other work related opportunities
• Supporting and developing partnerships with social
  enterprises and voluntary organisations
• Journey to work - work clubs, ESF complex families project
• Our 20x16 plan and silver award from SHIFT
• NHF North West Social Impact Group
• Social accounts



                                                               7
Creating social value

• Creating social value strategy –
   – addressing our actions as a business, provider of services,
     commissioner of services and employer
• Established strategic themes and priorities across 4 key
  areas – community, partners, workplace, environment
   – support from Business in the Community
• Partnerships Team – to develop and coordinate a more
  strategic approach to social value
• Reviewing our approach to social impact evaluation such
  as SROI, LM3
• Corporate engagement – ASDA, B&Q, Warburtons


                                                                   8
Procurement and tendering
• Including social value       • Requirements include –
  requirements within             – apprenticeships
  tendering and procurement       – employment & training
  processes across wide             opportunities
  range of contracts including    – donated hours
   – term partnering               –   1% cashback contribution
   – maintenance and               –   targets for local economy spend
     refurbishment contracts       –   SME engagement
   – fleet transport contract      –   worklessness activities
   – ICT provider               • Review of procurement policy
   – internal audit               and implementation of a
• 9 contracts to date             responsible procurement
                                  policy throughout the
                                  organisation
                                                                     9
Case Studies


How we are working in practice….
Forrest – Internal & External Refurbishment

• NW based contractor – CSR local strategy
   – 80% target local residents employed
• Scope - Framework Agreement & Works Contracts
• Social Value criteria used in procurement process
• Monitoring of social value via Special Interest Groups:
   – Employment & Training
   – CSR/Community Activities
• Strategic and long term partnership




                                                            11
Forrest – proposed CSR outcomes

•   Improving the local skills base
•   Increasing £ circulated in local economy
•   Employing a local and representative workforce
•   Empowering local residents in decision making
•   Greater cohesion between communities
•   Regenerating public open space and facilities
•   Increasing environmental awareness
•   Working closely with our Neighbourhood Management
    teams to ensure a strategic rather than an opportunistic
    approach


                                                               12
Forrest – measuring outputs


•   Number of jobs allocated to local people
•   Number of work placements allocated to local people
•   Volume (hours) of workplace training provided
•   Maintaining a skills register
•   Tracking local £ using LM3
•   Donated hours for community activities




                                                          13
Warburtons – Family Bakers

• “Warbuton family matters strategy aims to deliver its vision
  for community investment and focuses on 3 key challenges
  for families – health, finance and worklessness”

• Best communities start with best families, the best
  businesses grow with communities

• Bolton at Home - £30k corporate donation for delivery of
  services in Breightmet North & South




                                                                 14
The Green Café – New Head Office, Bolton




                                           15
Green Café – Vision


• “To develop a sustainable, ethical, vibrant and successful
  business that will enable the delivery of wider social
  objectives through the offer of high quality catering in an
  attractive well designed environment”
• Stakeholders – café staff, Bolton at Home staff, board,
  customers, local food suppliers, apprentices, Bolton
  College, local voluntary and community centre partners
• Forecast Social Return on Investment of £1 expected to
  deliver £3.06 in social value



                                                                16
The next steps…….


•   Defining our economic, social and environmental factors
•   Developing our methodology for measuring social value
•   Reviewing our procurement processes
•   Embedding our social value within the organisation




                                                              17

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Gwen Crawford - Understanding Social Value

  • 1. HACT Conference – Understanding Social Value Gwen Crawford, Director of Regeneration
  • 2. What’s happening in the sector? • The presentation will cover; – Bolton at Home and my role within the organisation – Our approach to social value – Procurement and tendering – Case studies 2
  • 3. Bolton at Home • 2002 – Established as an ALMO for Bolton Council • Dec 2010 - Registered as a charity providing social housing within Bolton • April 2011 - Stock Transfer of 18,000 homes from Bolton Council • Next 5 years - £124m improvements to homes and estates • Improving social, economic and environmental conditions for customers and wider community 3
  • 4. Corporate Objectives • Homes we can all be proud of • Neighbourhoods we can all be proud of • Putting customers first • Keeping a strong, financially viable, socially responsible, well governed business • Developing and growing 4
  • 5. Director of Regeneration • Responsible for the Regeneration Directorate including the following functions: – Neighbourhood Management (including Community Development, Percent for Arts and UCANs) – Development – Community Engagement – Housing & Employment – Partnerships – Private Sector Renewal (on behalf of Bolton Council) – Environmental Improvements 5
  • 6. Our approach to social value • Why is social value important to Bolton at Home ? – Originally established as a Housing and Community regeneration organisation with long history of community regeneration – Bolton at Home objectives including charitable objectives – Stakeholders – Public Services (Social Value) Act 2012 – Regulatory framework - delivering value for money including economic, social and environmental returns – CSR – demonstrating corporate responsibility and making links with the private sector 6
  • 7. Social value – what we are already doing • Neighbourhood Management and UCAN network • Longstanding history of delivering apprenticeships and commitment to 19 new ones every year • Other work related opportunities • Supporting and developing partnerships with social enterprises and voluntary organisations • Journey to work - work clubs, ESF complex families project • Our 20x16 plan and silver award from SHIFT • NHF North West Social Impact Group • Social accounts 7
  • 8. Creating social value • Creating social value strategy – – addressing our actions as a business, provider of services, commissioner of services and employer • Established strategic themes and priorities across 4 key areas – community, partners, workplace, environment – support from Business in the Community • Partnerships Team – to develop and coordinate a more strategic approach to social value • Reviewing our approach to social impact evaluation such as SROI, LM3 • Corporate engagement – ASDA, B&Q, Warburtons 8
  • 9. Procurement and tendering • Including social value • Requirements include – requirements within – apprenticeships tendering and procurement – employment & training processes across wide opportunities range of contracts including – donated hours – term partnering – 1% cashback contribution – maintenance and – targets for local economy spend refurbishment contracts – SME engagement – fleet transport contract – worklessness activities – ICT provider • Review of procurement policy – internal audit and implementation of a • 9 contracts to date responsible procurement policy throughout the organisation 9
  • 10. Case Studies How we are working in practice….
  • 11. Forrest – Internal & External Refurbishment • NW based contractor – CSR local strategy – 80% target local residents employed • Scope - Framework Agreement & Works Contracts • Social Value criteria used in procurement process • Monitoring of social value via Special Interest Groups: – Employment & Training – CSR/Community Activities • Strategic and long term partnership 11
  • 12. Forrest – proposed CSR outcomes • Improving the local skills base • Increasing £ circulated in local economy • Employing a local and representative workforce • Empowering local residents in decision making • Greater cohesion between communities • Regenerating public open space and facilities • Increasing environmental awareness • Working closely with our Neighbourhood Management teams to ensure a strategic rather than an opportunistic approach 12
  • 13. Forrest – measuring outputs • Number of jobs allocated to local people • Number of work placements allocated to local people • Volume (hours) of workplace training provided • Maintaining a skills register • Tracking local £ using LM3 • Donated hours for community activities 13
  • 14. Warburtons – Family Bakers • “Warbuton family matters strategy aims to deliver its vision for community investment and focuses on 3 key challenges for families – health, finance and worklessness” • Best communities start with best families, the best businesses grow with communities • Bolton at Home - £30k corporate donation for delivery of services in Breightmet North & South 14
  • 15. The Green Café – New Head Office, Bolton 15
  • 16. Green Café – Vision • “To develop a sustainable, ethical, vibrant and successful business that will enable the delivery of wider social objectives through the offer of high quality catering in an attractive well designed environment” • Stakeholders – café staff, Bolton at Home staff, board, customers, local food suppliers, apprentices, Bolton College, local voluntary and community centre partners • Forecast Social Return on Investment of £1 expected to deliver £3.06 in social value 16
  • 17. The next steps……. • Defining our economic, social and environmental factors • Developing our methodology for measuring social value • Reviewing our procurement processes • Embedding our social value within the organisation 17