ESF Provider Event

1

• ESF Provider Event
• 3 December 2008

2
Workshop Aim

• To enable ESF providers to fulfil the
  requirements of LSC South East Regions contract
  management procedures

3
Workshop Objectives

• By the end of this workshop, attendees will know
  what is required of them in terms of the
  following reports and procedures
• The Contract Management Monitoring Report (CMMR)
• CMMR Annexes
• Evidence and Client Files
• Case Studies
• Equality and Diversity Report
• End of Project Reports
• Marketing Publicity
• Tracking Spreadsheets

4
The Contract Management Monitoring Report (CMMR)

• Quarterly visit with the following objectives
• Review of hard data to determine progress of
  project against
• targets.
• General feel of how the project is
  progressing. Opportunity to
• discuss issues.
• Participant file check (10 sample from
  previous quarter)
• checking eligibility and evidence of
  outputs/outcomes claimed.
• Agree remedial action, which will be reviewed
  at next meeting.
• Agree performance rating red, amber, green
  based on data
• and other issues (including progress of
  delivery partners).

5
CMMR Annexes

• Different annexes for Youth, Employer
  Responsiveness, Adult.
• Forms an integral part of the quarterly review.
• Enables Programme Leads to report information
  to the
• groups and committees they attend.
• Soft outcomes information collection. Format to
  be discussed.

6
Evidence Client Files

• Comprehensive list of acceptable evidence
  attached to your
• contract.
• List is used by contract managers and Auditor
  to check
• evidence of outputs and outcomes.
• Ensure all staff aware of list and evidence
  relating to their
• part of the delivery process.
• Tip - Checklist of evidence at front of each
  participants file.
• Does file tell the story of the participant?
  (Referral, Right to
• Work, Initial assessment, ILP, progress
  reviews, achievements,
• progressions, aftercare.)

7
Evidence Client Filescontinued

• ILR Forms (full and Short Record)
• ILR forms will be checked as part of the
  quarterly participant
• file check.
• LSC standard ILR forms OR your own forms.
• If using your own forms, they must contain all
  the required
• data fields, statements, logos and
  signatures.
• Tip - send copy to LSC for agreement to avoid
  missing
• something and losing that funding later.

8
Case Studies

• Good news stories about individuals on the
  project.
• First topic Making a Start getting started,
  developing (and implementing) a recruitment
  strategy.
• Future case studies will focus on individuals.
• Template available.
• Consent form to be signed by the participant.

9
Equality Diversity Report

• Once a quarter for the next 2 quarters.
• Every 6 months thereafter if effective system
  in place.

10
End of Project Report

• Overall assessment of the project from your
  point of view.
• Informs future project development.
• Narrative gives opportunity to highlight
  significant issues,
• innovation and unexpected outcomes.
• Contributes to the LSCs report to GOSE.
• Soft outcomes information to be discussed.

11
Marketing Publicity

• Presentation given in July on Marketing
  Publicity. Slides
• available on request.
• Comprehensive procedures on LSC website.
• Check you are using the new logos (LSC and
  ESF).
• Check you are using the new ESF plaque.
• All marketing publicity materials to be sent
  to LSC for
• approval.
• Your responsibility to ensure that partners are
  following the
• branding and publicity procedures.

12
Tracking Spreadsheets

• In response to requests from providers, LSC has
  provided
• examples.
• There is no requirement for you to use any of
  these.
• LSC does not recommend any particular version.

13

• Any Questions?