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Guidance on bidding for JISC funding for institutional innovation projects in lifelong learning and workforce development
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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
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
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
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
Joint Information Systems Committee 04/10/23 | slide 5
What you need to get started
Grant 11/08: Appendices A-D
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
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
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
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
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
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.
Joint Information Systems Committee 04/10/23 | slide 12
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
Joint Information Systems Committee 04/10/23 | slide 13
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
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
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
Joint Information Systems Committee 04/10/23 | slide 16
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
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
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?
Joint Information Systems Committee 04/10/23 | slide 19
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
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
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