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Joint Information Systems Committee 05/18/22 | | Slide 1 Guidance on submitting a successful bid Institutional innovation projects in lifelong learning and workforce development Sarah Davies Programme Manager, JISC

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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Page 1: Bidding for JISC funding call 11/08

Joint Information Systems Committee 04/10/23 | | Slide 1

Guidance on submitting a successful bid

Institutional innovation projects in lifelong learning and workforce development

Sarah DaviesProgramme Manager, JISC

Page 2: Bidding for JISC funding call 11/08

Joint Information Systems Committee 04/10/23 | slide 2

Who am I?

Sarah Davies

Programme manager in the JISC e-Learning team

Involved in programmes to do with lifelong learning since the Distributed e-Learning Programme in 2004

Shortly off on maternity leave

Page 3: Bidding for JISC funding call 11/08

Joint Information Systems Committee 04/10/23 | slide 3

What am I going to say?

Few general points to get started

Review of what we’re looking for under this call

Guide to what to include in bids, stepping through the evaluation criteria

Final tips and ‘dos and don’ts’

Almost all of this is in the call

Page 4: Bidding for JISC funding call 11/08

Joint Information Systems Committee 04/10/23 | slide 4

What you need to get started: three pieces of paper

Grant 11/08: Call for Institutional innovation projects in lifelong learning and workforce development

Page 5: Bidding for JISC funding call 11/08

Joint Information Systems Committee 04/10/23 | slide 5

What you need to get started

Grant 11/08: Appendices A-D

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Joint Information Systems Committee 04/10/23 | slide 6

What you need to get started

Briefing paper to support Grant Funding Call 11/08: Institutional innovation projects in lifelong learning and workforce development

Page 7: Bidding for JISC funding call 11/08

Joint Information Systems Committee 04/10/23 | slide 7

What you need to get started

All are available from http://www.jisc.ac.uk/fundingopportunities/funding_calls/2008/10/instinnolll.aspx

Page 8: Bidding for JISC funding call 11/08

Joint Information Systems Committee 04/10/23 | slide 8

The things we always say… and some new things

Read the documentation carefully, especially the call itself (JISC Grant funding call 11/08)

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.

Be honest with yourself about whether your good idea fits squarely with what we’re looking for

If you’re not sure, get in touch

Font size for proposals is now 11-pt

Page limit is now 12

The use of additional appendices is discouraged

Page 9: Bidding for JISC funding call 11/08

Joint Information Systems Committee 04/10/23 | slide 9

Who can bid?

HE institutions in England and Wales

Bids from Welsh institutions should address one or more of the priorities in ‘One Wales’.

FE institutions in England with more than 400 HE FTEs.

The proposed project should concentrate on HE provision

Single institutions or consortia

Only the lead partner has to meet the criteria above

Only one bid per institution will be accepted

Page 10: Bidding for JISC funding call 11/08

Joint Information Systems Committee 04/10/23 | slide 10

What are we looking for?

Institutional or cross-institutional demonstrator of the use of technology to support lifelong and work-based learning

Workable solution that other institutions can learn from

Led at institutional level, engaging with institutional processes

Developing and/or implementing appropriate technologies and processes

Clear user needs

Work with existing systems; consider existing solutions

Integration, modularity, standards-based, service-oriented

Building on existing strengths – need to do more than ‘investigating’ issues

Page 11: Bidding for JISC funding call 11/08

Joint Information Systems Committee 04/10/23 | slide 11

Funding available

Funding is available of between £100k and £300k per project

We would like to fund projects of a range of sizes and scope

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

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

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.

Page 12: Bidding for JISC funding call 11/08

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Project areas

Projects should be working towards realising aspects of the vision (see paragraphs 14-26)

Aspects of all three themes, with a focus on technology and standards within an appropriate strategic and practice context

The call outlines aspects which JISC is particularly interested in (paragraph 34)

These are not necessarily whole project areas, and can be combined with each other or with other activities

We will consider bids which are looking at other areas

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Fit to programme objectives and value to JISC community

Does the project fit with what is outlined on the previous few slides?

Point to the paragraphs within the vision that you’re addressing

Show which of the programme-level outcomes it will contribute to, and how it will be of value to wider community

Provide a clear description of the innovations you’re planning

Make clear what you mean by terms like ‘system’ and ‘framework’

Ask someone outside the project to check they understand what you mean

Make the institutional business case and show fit with strategies, and high-level backing

Identify how you’re building on strengths. Include information on current level and type of activity in employer engagement and workforce development

Consider what will happen when the external funding runs out

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Joint Information Systems Committee 04/10/23 | slide 14

Workplan

Describe your current institutional context, and the processes and practice relevant to the proposed innovations.

Be realistic about where these are likely to present opportunities and challenges, and what is within the project’s power to change

Work plan – what will you do?

Mix of narrative and tables/diagram is usually clearest

At least two milestones per year

Include the requested baselining and review of prior work (paras 36-7)

Project management arrangements are key

Include risk assessment

What are your deliverables, and how do the activities lead to them?

It’s amazing how unclear workplans can be – make sure it’s understandable and unambiguous to someone outside the planning team

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Joint Information Systems Committee 04/10/23 | slide 15

Workplan

Who will work on the project?

Individuals and roles if possible; roles if not

How does their role on the project link to their day job?

Who will be involved in project management?

Cover relevant roles across the institution – see paragraph 38

Have you got a high-level champion, and how will they be engaged in practice?

Who will be participating in programme activities, and how many days?

Clearly identify where you need to recruit

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Engagement with the community

How will you work your stakeholders?

Include any existing user needs analysis

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;

How will you disseminate your key messages and promote take-up in the wider sector?

Be realistic and targeted

How will you evaluate the innovations?

See information in paragraphs 35-6 and the link there

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

But if not, stating it is better than nothing!

There is a commitment from these projects to share the findings of the initial baselining exercise with the support project

Page 17: Bidding for JISC funding call 11/08

Joint Information Systems Committee 04/10/23 | slide 17

Budget and value for money

Bid for an appropriate amount of money from £100k - £300k – see call and earlier guidance.

Be as clear as you can on who and what the funds are paying for

Make sure there is a clear link between the budget, workplan, and staff working on the project

Don’t ask for significant funds for buying hardware and software

Value for money will be enhanced if your project will impact on significant levels of provision

Cost the bid with TRAC full economic costing (HEIs) or your usual cost model (non-HEIs)

Request JISC funding for a proportion of this

Make an institutional contribution in line with the benefits your institution will derive from the project

Consider how the project will benefit the wider sector

But don’t bankrupt yourself – must be feasible

Page 18: Bidding for JISC funding call 11/08

Joint Information Systems Committee 04/10/23 | slide 18

Previous experience of the project team

Ensure you provide a brief summary of the experience of your proposed team in the main text of the bid

Project management, employer engagement, workforce development

Try to avoid adding additional information in appendices

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

What role did the team members have in any projects cited?

If the bid is from a consortium:

Need supporting letters from the partners

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?

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Tips and suggestions

Get early buy-in from senior management to reduce the chance of two bids being produced from your institution

Check back against the criteria in the call once your ideas have developed

Ask someone from outside the bidding team to review the bid:

Is it clear what you’re planning to do and deliver?

Score against the evaluation criteria and provide feedback

Check you’ve included everything requested in the structure of proposals, including things you don’t have a good answer for.

Check you’ve addressed all the evaluation criteria, adjusting wording if necessary to help evaluators pick out relevant sections.

Evaluators are only human – good, clear layout and signposting helps

Don’t quote back chunks of text from JISC: demonstrate your own understanding

If you’re planning to build on previous work, say how, and how the new work differs

Page 20: Bidding for JISC funding call 11/08

Joint Information Systems Committee 04/10/23 | slide 20

Some final ‘do’s and ‘don’t’s

Spend some time on the summary of your project in Appendix A: aim for a well-chosen half a side maximum

Check the checklist at paragraph 73

Font: Arial or similar at 11-point size – up to 12 pages

Don’t put any key information beyond the 12-page limit

Information which should be in the main body and is in an appendix will be disregarded

The most commonly misplaced bits of information are the budget, summary of previous experience, and fit with institutional strategies

Check over the page layout of your bid once you’ve converted it to pdf – things can jump over onto a new page

Submit your bid well in advance of the deadline, ideally the day before. Late bids (even a matter of minutes) will not be accepted

Page 21: Bidding for JISC funding call 11/08

Joint Information Systems Committee 04/10/23 | slide 21

Further information

Check the call and associated documentation

Contact Georgia Slade for enquiries about the bid submission process:

[email protected], 0117 9317385

For all other enquiries, contact Sarah Davies or Paul Bailey:

[email protected], 07785 518564 (until 28 Nov)

[email protected], 07854 962876 (throughout the process)

Questions will be answered directly, and then generalised and posted to the JISC website

A guide to bidding for JISC funding is available at:http://www.jisc.ac.uk/bidguide