1. The local economic
impact of a South
Wales housing
association
Steve Curry
Valleys to Coast Housing
community regeneration in action
2. In the beginning…
V2C established 2003 following
successful tenant ballot
Community Regeneration in Action
Local labour clause
community regeneration in action
3. Results
Positives Negatives
• 75% target – • Difficult to measure
90%+ achieved impact on
individuals, commu
nity
• More £ in local
people’s pockets?
• Difficult to manage
• Community with communities
benefit clause and contractors
community regeneration in action
4. Can-Do Toolkit
• i2i guide launched Sept 2008
supported by WG
• Focus on TR&T in construction
contracts
• I2i SME-friendly toolkit - 2010
community regeneration in action
5. How do V2C use TR&T?
• Core contract requirement
• % of contracted ‘working weeks’
dedicated to local jobs and training
- Refurbishment- 52 weeks
- New Build - 78 weeks
- Arbed – 156 weeks
community regeneration in action
6. TR&T
Local
Jobs
Targeted Recruitment
Relevant
Training
community regeneration in action
7. Valleys to Coast Housing
Limited (V2C)
Invitation to Tender (ITT)
Partnering Contractor Evaluation Scoresheet
The evaluators stated within this workbook confirms that the scoring is provided as an independent view
against the scoring criteria set out in the ITT Documentation.
Name of Candidate:… APOLLO PROPERTY SERVICES GROUP LTD……………………
xxxxxxxxxxxxxxxxxxxxxxxxxxxx
March 2011
community regeneration in action
8. Section A8
Section: Technical Capacity
Social and community benefits are a core requirement of the contract with
financial penalties for non compliance. Completed method statements must
show a clear method for meeting the requirements. We refer you to the
Inform to Involve (i2i) Can Do Toolkit
A8. TARGETED RECRUITMENT AND TRAINING
A description of V2C’s social and community benefit requirements (TR&T) are
provided with the tender in Appendix I Tenderers are therefore required to
submit a Targeted Recruitment and Training Method Statement by completing
the document.
Q Subject Assessment Criteria Weighted Score out of 4 Page Limit
Value
A8 People Training Plan 4% 2 Refer to Template
community regeneration in action
9. V2C Trainee Deposit Sum Definition
The Trainee Deposit Sum (detailed in TR&T Contract Requirements) is a sum
of money calculated per trainee week. It will be held by the client to be
released to the Contractor upon receipt of TR&T monitoring data that
evidences compliance with agreed TR&T requirements. This is usually
measured on a monthly basis using Key Performance Indicators (KPI’s) and is
compared against the Contractors TR&T Method Statement.
Example Clause Wording
1.1. Trainee deposit sum
1.1.1. The trainee deposit sum is to be £[00] per Trainee week
1.1.2. A percentage of the total Trainee deposit sum, as calculated above, shall be deducted from each
monthly application. The value shall be proportional to the percentage of expenditure of the overall
annual contract sum as at the date of the current monthly application.
community regeneration in action
10. Targeting – areas of
deprivation
IMD – Wales
1896 Ranked LSOA’s
11 Caerau 1 (Caerau Park, Tudor)
38 Caerau 2 (Blaencaerau)
55 Cornelly 4 (Marlas)
81 Bettws (bottom site)
185 Morfa 2 (Wildmill)
186 Sarn 1
Bridgend – six areas in the top 200 in Wales
community regeneration in action
12. TR&T – trainee post codes
community regeneration in action
13. Arbed – March 2011
• £2.5M grant
• TR&T grant condition = 156 wks
• V2C Target 156 x £5M = 780 wks
• Achieved > 1,260 wks
community regeneration in action
14. nef – analysing LM3 (Arbed)
• Looked at V2C local multiplier ...LM2
• from Arbed energy performance work
• 84% spend within 25 miles of Bridgend
• Local economic multiplier £2.21/£1 invested
• + TR&T 66% training = Bridgend people
• Some materials/equipment not available in Wales
community regeneration in action
15. Grounds Maintenance contract
• FEI project (with BTCV) target to develop a social
enterprise
• Delivering service on two large estates
• Re-tendering this year with SME-friendly
workshops, relaxed financial, H&S req’s?
• Community consultation + TR&T req’s
community regeneration in action
18. Outcomes
• RBA approach (Welsh Govt.)
• TR&T outcomes = longer term tracking
• Tracking SME’s/social enterprises?
• LM3 good measure of local impact
• Financial inclusion work (easier to
measure)
– income max./ debt reduction (WW)
- Moneyline
community regeneration in action
19. Social & financial return on investment: we all win
• Money : retained (in households & communities)
• Families & tenancies : stabilised
• Children : nurtured
• Social capital : developed
• Physical & mental health : lifted
• Over indebtedness : decreased
• Saving : encouraged
• Anxiety : reduced
• Standard of living : increased
• Quality of life : enhanced
community regeneration in action
20. Outcomes/impact culture
Focus on wider & longer-term impacts
Use of tools (e.g. LM3, SROI) to measure
Look at pop. data trends to finesse
approach...not to claim credit for them
community regeneration in action
I manage Community Regen at V2C = FI, Estates, EIP, Comm Dev, TP& work closely close with our Proc/Assets& Dev team to obtain social & comm benefits from our contractsI’ll talk about V2C’s story as the first LSVT in Wales & how we’ve developed our approach to local econ impact& how we assess this
I2i developed this toolkit aimed at local authorities & social housing landlords who wish to achieve social inclusion through improvement and investment programmesA key driver was to maximise jobs and training as a result of WHQS workThe new toolkit is about support for small businesses and how to develop procurement practices that allow smaller firms to compete
Social Inclusion clauses in contracts is core not a secondary req.We set a target for training around number of weeks to be delivered, and these are the targets for different types of work.
Targeted – Local employment, from disadvantaged people/areas Recruitment – into jobs or to develop skills for jobsRelevant training – not just lower skilled opportunities like labourer opportunities
A reasonable place to start...The Welsh Index of Multiple Deprivation (WIMD) is the official measure of deprivation in small areas in Wales.It is a relative measure of concentrations of deprivation at the small area level. Deprivation is a wider concept than poverty. Poverty means a lack of money. Deprivation refers to wider problems caused by a lack of resources and opportunities. Therefore, WIMD is constructed from eight different types of deprivation. These are:incomehousingemploymentaccess to serviceseducationhealthcommunity safetyphysical environment.Wales is divided into 1,896 Lower-Layer Super Output Areas (LSOA) each having about 1,500 people.
Where trainees are from..Shows job and training opportunities achieved to Q3 2010, which are in or near to those areasConcentration in Caerau = due to CTC
Some specific examples of TR&T :Include V2C tenants at Oakwood (Kieran)achievement well over target
Cultural change to Outcomes is good. FI (Money Matters) out of chaos and into budgeting – not always though?70% sustainability rate for WW CAF debt write-offGrowth of ‘supported’ firms – SE & SME
Reports, focus groups, feedback, interviews, and independent evaluations tell us that we make a difference Sustainable, viable, social enterprise: providing personal lending and savings products to the most disadvantaged/financially excluded people in UKCreated by social housing sector and partner with East LancsMoneyline (Blackburn) Lends to those who cannot borrow downstream (mainstream, banks and CUs) so borrow upstream – especially doorstep, high street and sometimes illegal lendersTypical customer, young woman, with children, rents her home and is benefit dependent, with previous history of high cost borrowingIncreasing volume of high % loan providers in market, have increasing presence on high street, TV advertising and internetNon standard credit market growing - Wonga is UK’s fastest growing companyPerformance since 2009 start exceeds all original business plan forecasts!• 10,000+ loans issued• £5+ million issued• £415 average loan• £2.5m debt interest savings (vs lowest competitor at 282% - real rate for Provi 600%)• 5000+ savings accountsOpening new outlet in Merthyr this summer, followed by Swansea and Wrexham later this year. Opening call centre to provide pan-Wales service.Successful and self-sustainable; we’re directly attacking high cost loan providers; almost 100% conversion of borrowers to savers in Wales!
Outcomes versus process?Welsh Procurement pressure group
