By looking at last year’s call and projects we aim to give an understanding of ;
- the types of projects JISC funds
- what worked well
- any major problems encountered
- the themes for this year’s call and your initial
ideas
1. Bid Writing Workshop:
Innovation through
technology funding call
Dr Angus I. Carpenter
JISC RSC Eastern
Anglia Ruskin University (Chelmsford campus)
07th Nov. 2013
2. 2
Contents:
Session Name
Description
Time
Registration & refreshments
Registration & refreshments
09:30
Welcome & Introduction
Welcome & Introduction
10:00
What are you interested in?
Project exemplars and your project ideas
10:10
Live Online Briefing
11:00
Lunch
Lunch
12:00
Project development process
Considerations for collaborative bids
12:45
Funding call documents
Aligning the project documents with your ideas
13:30
Refreshment Break
Refreshment Break
14:00
Developing your project
Putting the theory into practice
14:15
Discussion and Feedback
Discussion and Feedback
15:15
Close
15:30
3. 3
Contents:
Session Name
Description
Time
Registration & refreshments
Registration & refreshments
09:30
Welcome & Introduction
Welcome & Introduction
10:00
What are you interested in?
Project exemplars and your project ideas
10:10
Live Online Briefing
11:00
Lunch
Lunch
12:00
Project development process
Considerations for collaborative bids
12:45
Funding call documents
Aligning the project documents with your ideas
13:30
Refreshment Break
Refreshment Break
14:00
Developing your project
Putting the theory into practice
14:15
Discussion and Feedback
Discussion and Feedback
15:15
Close
15:30
6. 6
Contents:
Session Name
Description
Time
Registration & refreshments
Registration & refreshments
09:30
Welcome & Introduction
Welcome & Introduction
10:00
What are you interested in?
Project exemplars and your project ideas
10:10
Live Online Briefing
11:00
Lunch
Lunch
12:00
Project development process
Considerations for collaborative bids
12:45
Funding call documents
Aligning the project documents with your ideas
13:30
Refreshment Break
Refreshment Break
14:00
Developing your project
Putting the theory into practice
14:15
Discussion and Feedback
Discussion and Feedback
15:15
Close
15:30
7. 7
Project exemplars and your project ideas:
Aim of session:
By looking at last year’s call and projects we aim to give an
understanding of ;
- the types of projects JISC funds
- what worked well
- any major problems encountered
- the themes for this year’s call and your initial
ideas
8. 8
Project exemplars and your project ideas:
Last year’s themes & projects:
1)
Last year’s call; the themes
2)
Last year’s projects;
what were funded
what we learnt (good & bad)
9. RSC Eastern Update September 2013
Last years call
Further Education and Skills: Development and Resources
Programme 2012 –2013
33 Resource and Development
Projects across the UK – 130
partners
Project Details http://bit.ly/17bK8QR
Resources from the
programme are available on
Jorum using the search tag
‘FEskills’
www.jorum.ac.uk
9
10. RSC Eastern Update October 2013
10
Exemplar Bids - KM Training (WBL)
Free resources for hairdressing, childcare, and more
Funding £21,800
• An online resource to support
e-learning for vocational,
education and training.
• Freely available resources for
the use of all learners,
apprentices, employers and
teachers.
• Travel and tourism, retail,
sports therapy, hospitality,
beauty, customer service.
www.education-net.org/
11. RSC Eastern Update October 2013
Exemplar Bids - Lagat Training (WBL)
Case study – moving to mobile devices in the workplace
Funding - £11,468
• Develop a Virtual Learning Library (VLL) of
resources specific to the occupational
areas in which we deliver
• Implement and use Tablets to improve
efficiency in staff delivery
• Develop an electronic web based induction
program
www.eeles643.co.uk/RSC/
11
12. RSC Eastern Update October 2013
Exemplar Bids - Bedford College (FE)
Moodle Grades @ Bedford College - Funding £99,070
• The Grade Tracker is a
module and block that
has been developed by
Bedford College to aid in
the tracking of
qualifications by staff
and students for their
courses.
• It was written for Moodle
1.9 and, after funding
from JISC regional, it is
being developed for
Moodle 2.x to be
released to the
community
12
13. RSC Eastern Update October 2013
Exemplar Bids - Consortium (FE & Skills)
Discover JISC Inclusion Consortium - Funding £129,500
• Project managed by JISC TechDis
• Partner driven project: The partner
providers were drawn from across
the FE & Skills sector
• Adaptation, repurposing or
contextualisation of existing
resources
• A Discover JISC project website is
planned to be launched by the end
of November 2013. The site will
include:
• Content for Teaching
• Teaching Techniques
• Case studies from project partners
13
14. RSC Eastern Update October 2013
Exemplar Bids - West Herts College (FE)
Verbal tagging project – Funding £5000
•
Audio feedback project to
provide a more efficient
procedure to mark and
assess learner work.
•
Utilised Microsoft Office
OneNote as a simple tool to
provide these verbal
comments to learners.
•
Training on audio feedback
•
Focus on sharing best
practice
•
Resources available on
Jorum
14
15. RSC Eastern Update October 2013
What we learnt - good
• A project must have very clear
objectives
• You can achieve a lot with a
small amount of funding
• Well organised consortiums
were successful in bidding and
achieving project outcomes
• Need a good Project Manager
with time to manage
15
16. RSC Eastern Update October 2013
What we learnt - bad
• Not allowing enough time to
write the bid
• Failing to identify risks
• Focusing on kit rather than
desired outcomes/objectives
• Writing a bid that is not
innovative
• Focusing on something that
is not easily shared
16
17. 17
Project exemplars and your project ideas:
The themes of this year’s call:
Projects will be funded to:
1. Integrate new technologies in learning and teaching,
assessment and business activities
2. Overcome barriers to the adoption and use of
technology in the sector
3. Develop new uses for technology or innovative adaption
and rollout of technologies
The sorts of things Jisc is looking to fund include:
creating resources
creating augmented reality resources
developing new uses for technologies
developing apps
developing organisational/collaborative processes using digital technologies
developing
improving or adapting current technologies/resources
See more at: http://www.jiscrsc.ac.uk/news/2013/october/innovation-through-technology-fundingcall.aspx#sthash.dCyMcwr5.dpuf
18. 18
Project exemplars and your project ideas:
Take your idea and develop
or
develop and idea
Everyone padlet an idea
& present brief explanation
22. 22
Contents:
Session Name
Description
Time
Registration & refreshments
Registration & refreshments
09:30
Welcome & Introduction
Welcome & Introduction
10:00
What are you interested in?
Project exemplars and your project ideas
10:10
Live Online Briefing
11:00
Lunch
Lunch
12:00
Project development process
Considerations for collaborative bids
12:45
Funding call documents
Aligning the project documents with your ideas
13:30
Refreshment Break
Refreshment Break
14:00
Developing your project
Putting the theory into practice
14:15
Discussion and Feedback
Discussion and Feedback
15:15
Close
15:30
23. 23
Considerations for collaborative bids:
Aim of session:
Project development stages will be covered with the intention that
this will make you more fully aware of all the areas you will need
to address; ultimately, making the bid writing experience a less
painful one!
25. 25
Considerations for collaborative bids:
To gain a track record of
securing external funds one
needs to instil confidence in
the funder issuing the funds
To instil confidence in the
funder one needs a history of
successful project completion
Thus, getting the first project
funding to show this could be
the hardest?
28. 28
Considerations for collaborative bids:
Key project players
Finance
dept.
Project
partners
The Study group
Senior manager
(named PI)
The Researcher?
The Project manager
29. 29
Considerations for collaborative bids:
Key tasks & time taken
Task
Days
Req.
Project period
Month 1
Week 1
Identify project team / roles & responsibilities
All parties sign-off
Establish project codes / finance
Recruit project researchers
Recruit project participants
Conduct activity 1
Conduct activity 2
Conduct activity 3
Review / analysis data
Draft report
Draft presentation
Agree report amendments with
team
Final report submitted
Week 2
Week 3
Month 2
Week 4
Week 1
Week 2
Week 3
Week 4
1
1
0.5
10
5
5
5
5
20
10
5
2
5
Monday
Mon/Tues
Where ‘planned’ ≈ ‘window’ allocated then a potential high risk.
Thus, good idea to assign some contingency days around those tasks!
http://www.jiscinfonet.ac.uk/tools/gantt-charts/
30. 30
Considerations for collaborative bids:
So how much time to allocate…
Experience is essential here!
It can make or break:
project financials
project staff confidence
institutional reputation
project findings / impacts
One estimate for time allowance is the ‘Three point estimate’:
Most optimistic (MO)
Most likely (ML)
Most pessimistic (MP)
MO (4 * ML) MP
= Calc. allowance(A)
6
http://www.jiscinfonet.ac.uk/infokits/project-management/planning/estimating/
31. 31
Considerations for collaborative bids:
Costing staff
There is no single right way!
Buy-out = £45 hr-1
Remission
Working contract reduction
CPD
Directly recruited staff?
Other?
33. 33
Considerations for collaborative bids:
Risk matrix
Probability = how likely
it is going to happen
Impact - if it happens
Proximity = fluctuating
risk
38. 38
Considerations for collaborative bids:
How to get funding …
•
•
•
•
read the guidance notes
clarity in how it meets / relates to the call
ensure it meets the scope
check the structure / format & include what is
asked for:
introduction/context
clear work plan
focussed research questions
detailed methodology (eg.
sample size, sampling method, data types and collection methods)
data analysis methods
evaluation plan
outcomes & outputs
dissemination plan
39. 39
Considerations for collaborative bids:
How to get funding … cont.
• ensure the proposal is within page/word limit
• demonstrate staffing requirements are realistic
eg. staff have the skills and/or experience
• include sufficient information on:
management structure, governance, decision-making & funding
arrangements
• include partnership agreements where appropriate
• contains letter of commitment from all partners
40. 40
Considerations for collaborative bids:
How to get funding … cont.
• review and reference previous work
- read previous bids
- read published and grey literature
• define the relationship to institutional and
national strategies
• identify benefits to the wider community
• provide full budget information
- include an institutional contribution, if permitted?
• commit the time to writing the bid
41. 41
Considerations for collaborative bids:
Cover Sheet for Proposals
(All sections must be completed)
Business Intelligence
JISC Grant Funding 12/10
Name of Lead Institution:
College X
Name of Proposed Project:
Business intelligence lead strategic planning using
live data management.
Name(s) of Project Partners(s)
None
(except commercial sector – see below)
This project involves one or
Name(s) of any commercial partner company (ies)
more commercial sector partners
NO
Full Contact Details for Primary Contact:
Name:
Mr R Somebody
Position:
Vice principal
Email:
r.somebody@stu.ac.uk
Tel:
03603 975 303
Address:
College X,
Marble Road, Town X,
County, XX42 6YY
Length of
Project:
18 months
Project Start
Date:
February 2011
Project End
Date:
August 2012
Total Funding Requested from JISC:
Funding requested from JISC broken down across Financial Years (Aug-July)
Aug10 – July11
Aug11 – July12
£17,424
Total Institutional Contributions:
£32,423
£3000
Outline Project Description
A really strong summary of the project given!!
I have looked at the example FOI form at
Appendix A and included an FOI form in this bid
No
I have read the Funding Call and associated
Terms and Conditions of Grant at Appendix B
No
42. 42
Considerations for collaborative bids:
Past experiences: eLearning capital fund
(Styles, 2007)
(n = 56)
(40%)
(37%)
(36%)
(34%)
(28%)
(27%)
(26%)
(5%)
43. 43
Considerations for collaborative bids:
Past experiences: Learning & Teaching Innovation Grant
(Witt, 2010)
Bids
Sub’ed
Call 1
Call 2
Out of
Scope
Bids In
Scope
called
inter’w
Bids
funded
82
85
63
54
19
31
9
6
2
2
For bids submitted under Call 1, the 10 bids considered as In Scope but not called for
interview were failed mainly because:
- they did not address a recognised need (5 bids);
- they were not considered to be innovative (5 bids).
For bids submitted under Call 2, the 25 bids considered as In Scope but not called for
interview were failed mainly because:
- they did not address a recognised need (15 bids);
- they were not considered to be innovative (2 bids);
- they did not fit the vision & intended outcomes of the e-learning
programme (3 bids);
- they were not considered to be a realistic proposal given the
timescale & resources available (5 bids)
45. 45
Contents:
Session Name
Description
Time
Registration & refreshments
Registration & refreshments
09:30
Welcome & Introduction
Welcome & Introduction
10:00
What are you interested in?
Project exemplars and your project ideas
10:10
Live Online Briefing
11:00
Lunch
Lunch
12:00
Project development process
Considerations for collaborative bids
12:45
Funding call documents
Aligning the project documents with your ideas
13:30
Refreshment Break
Refreshment Break
14:00
Developing your project
Putting the theory into practice
14:15
Discussion and Feedback
Discussion and Feedback
15:15
Close
15:30
46. 46
Funding call documents:
Aim of session:
By exploring the call’s documentation, we will start to identify
where the information and ideas taken from previous sessions
begins to fit / map to the call’s documentation requirements.
48. 48
Funding call documents:
Project’s aims:
Proposals should describe how bidders will undertake
innovative projects in the use of technology in the sector, in line
with the FE and Skills Development and Resources Programme’s
aims, to:
3.
a.
b.
c.
d.
e.
Improve the experiences of learners
Develop resources, tools, products and processes that will improve the
operational efficiency and effectiveness of providers
Increase the capacity and capability of providers and their workforces
Engage and support employers and other stakeholders to increase
their engagement in the work of the sector and use of
technology
Increase the accessibility of learning opportunities and extend
inclusion to meet learner, employer and community needs in
contexts such as employment, skills and progression
49. 49
Funding call documents:
Project objectives:
Integrating new technologies: to integrate new technologies, software or
technology-related processes in learning and teaching, assessment and
business activities – such as marketing and initial assessment
Overcoming barriers to the adoption and use of technology in the sector:
to address identified barriers to the use of technology in organisations, to
report the results and develop resources which will assist other providers to
overcome those barriers and will sustain the use of technology and the
benefits to be gained by its use
Developing new uses for technology and / or the innovative adaption and
rollout of technologies: to develop products, process or resources, or to
adapt existing technologies in innovative ways
30. You will be asked to identify the primary objective
being delivered in your bid
50. 50
Funding call documents:
Timeline / deadline for call:
The deadline for receipt of proposals in response to
this call is:
12:00 noon; Friday 6th December 2013
Notification: Late January 2014
Time left to develop bid:
Week beginning:
4th Nov.
11th Nov.
18th Nov.
25th Nov.
2nd Dec.
Wk. No.
1
2
3
4
5
Project timescales:
Start date:
February 2014
Duration:
up to 21 months
Complete by: 31st Oct. 2015
51. 51
Funding call documents:
Eligibility criteria for call:
19. Proposals may be submitted by FE and skills providers funded
via the Department for Business, Innovation and Skills (BIS)
21. Proposals may be from a single FE or skills provider or from
consortia. Partnership arrangements are encouraged for
project types B & C (developed with other providers or
outside the sector, eg. HEIs, membership / professional
bodies, etc). The lead partner must meet the criteria in
paragraph 19 & funds can only be allocated through the lead
partner. Type A projects are not suitable for partners and
should only involve the lead organisation
22. Eligible organisations (see paragraph 19) may lead a proposal
in all of the three project types (ie project type A, B and C).
They may also be a partner in project type B and C projects.
53. 53
Funding call documents:
Project phases:
Successful projects will need to produce a detailed project plan within four weeks of
their start date. All project plans will need to include details of the following phases:
Initiation – bringing the people and other resources together to produce a plan, which
sets out how you will move from proposal to implementation
Development & production – implement your specifications to construct and
prepare for testing the resources or applications you have designed
Testing & roll-out – This phase focuses on the products of your project. You should
assess and explore the limits of your resources and roll out or disseminate them
within your organisation and to other providers
Evaluation & dissemination – a final report covering assessments of the project’s
outcomes; 1/ what was learned, 2/ how you’d do things differently, 3/ the next stages
of work, 5/ how you will ensure sustainability of the work and support for users
Capacity building – once you have evaluated your project you will need to consider
how it can help your organisation, other providers, practitioners and learners to
enhance their capacity to use technology
54. 54
Funding call documents:
Project management:
54.
All projects will be managed following our project
management guidelines, which can be found at
jisc.ac.uk/research/running-a-jisc-project. You may find
these guidelines useful for writing your project proposal.
56. 56
Funding call documents:
Project communication:
Effective communications, both internal and external, are required in
all aspects of the project to help organise, inform and promote the
project to all those needing to know what is happening and to initiate
actions that take the project forward.
Our expectations regarding project communications, including any
guidance, will be provided during the course of the project as
appropriate.
Projects must work with the Jisc Marketing and Communications
team to ensure that any communication is in line with our
corporate standards and values.
58. 58
Funding call documents:
Structure of proposals; template sections:
S1: contact details, project type & project objectives
S2: project description - how funding helps achieve project objective(s). Identify the
need for the outputs & how the resulting benefits will be realised. Address sustainability
and capacity building.
S3: work plan & outputs - attach high level work plan/Gantt chart, which identifies (a)
outputs, (b) sets out key activities, (c) dates/timescales. Type B and C projects (>£15,000)
should detail the work packages to be undertaken.
S4: engaging with the community & Jisc - describe how the project will involve external
organisations & work with Jisc, use other resources, evaluate the work, enhance the
project outcomes, achieve wide dissemination and embed outcomes.
S5: activity costs - completed by type A projects only (para 41 more info)
S6: budget - completed by type B & C projects only (para 42 more info)
S7: risk assessment - complete & attach a risk assessment (para 47 more info)
S8: project team - provide information on experience and capacity of the team including
any partners involved in the project.
S9: letters of support - attach letter(s) of support from partners / supportive org’s
describing how they / relevant staff will engage in the project
59. 59
Funding call documents:
Structure of proposals; activity cost / budget:
Annex C
Example budget
template for type B & C
projects only
Type A projects have a
slightly different template
60. 60
Funding call documents:
Structure of proposals ; activity cost / budget…cont.:
Lead organisations submitting bids should use their usual costing and pricing practices
but all costs should be clear and transparent, clarifying the number of days
individuals work on activities, to
- assist evaluators in determining value for money of proposals
Where HEI / commercial company are partners, activity costs should use institutional
costing practices and clearly identify partner contributions.
- bids should indicate contributions sought from Jisc
Staff costs:
- payroll costs (including on-costs) for all project staff supported by
audit trail (unless 100% staff)
- time estimated in numbers of hours / days per project year
converted to % FTE
- include daily charge out rates for any consultants used
61. 61
Funding call documents:
Structure of proposals ; activity cost / budget…cont.:
Non-staff costs:
Travel & expenses - 1/ project staff travel & subsistence (include meeting attendance)
and other relevant meetings, dependent upon the project / Jisc requirements
Dissemination - the cost of all proposed project dissemination activities
Evaluation - cost of all proposed project formative or summative evaluation activities
Additional costs - item costs dedicated to the project (inc. consumables, recruitment provide details of these. Add additional rows to the budget template as required.
Overheads: Provide a breakdown of the overheads included in the project’s costs
Project partners: Funding for project partners, eg staff time, clearly identified under
relevant headings. Resources (eg. cash, in-kind) provided by partners clearly identified
Qualitative and quantitative benefits: Provide a summary of qualitative / quantitative
benefits expected from the project in order to inform the funding requested from Jisc
64. 64
Contents:
Session Name
Description
Time
Registration & refreshments
Registration & refreshments
09:30
Welcome & Introduction
Welcome & Introduction
10:00
What are you interested in?
Project exemplars and your project ideas
10:10
Live Online Briefing
11:00
Lunch
Lunch
12:00
Project development process
Considerations for collaborative bids
12:45
Funding call documents
Aligning the project documents with your ideas
13:30
Refreshment Break
Refreshment Break
14:00
Developing your project
Putting the theory into practice
14:15
Discussion and Feedback
Discussion and Feedback
15:15
Close
15:30
65. 65
Putting the theory into practice:
Aim of session:
This session aims to get you pulling all the information and ideas
together, so that you leave today with;
- consolidated knowledge on the call’s requirements
- well developed project idea(s)
- considered / built new working relations / potential new
project partnerships
- have a good idea of where you are at and what you need
to do
66. 66
Putting the theory into practice:
Time
Activity description
30 min
Develop project ideas
further
&
Record on the padlet wall
20 min
Present the idea so far to
the group &
Highlight what you plan to
do next
10 min
Group to discuss ideas /
thoughts and plans going
forward – where they
would like help, etc