WULF Application Form 2013-2016

WULF APPLICATION FORM SECTION 1 – DESCRIPTION, COST AND NEED

1. Name of Applicant Union(Lead partner responsible for submitting the application and financially managing the project).

2. Name of Union ContactPlease state who will have responsibility for managing the project. Please note that the named contact will have responsibility for returning the quarterly grant claims, project progress reports, financial forecasts and outturn of annual expenditure forms.

Name: Tel No:

Fax No: Email:

3. Contact Address

Address:

Post code:

4. Project Title

5. Length of Project and Total BudgetPlease specify the life span of your project (Please choose either 24 or 36 months)

Project Length: 24 Months 36 Months

Project Start Date:

Project Completion Date:

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Total Project Budget: £

6. Your BackgroundPlease give a brief description of your union/organisation (no more than 50 words).

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7. Project DescriptionPlease provide a detailed description of the project including, what it intends to do and how it will do it.

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8. Project Press ReleasePlease summarise the main aims of your proposed project (50 words max). If your application is successful this information may be used in a press release.

9. Previous WULF Funding If you have previously received WULF funding, please state the project title(s) and application reference number(s).

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10. Why are you seeking WULF support?Explain why WULF funding is needed. Have you explored any other avenues of support and if so, what?(Please limit answer to box size)

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11. Project Cost

What is the total cost of the project? Provide a full breakdown of the project expenditure for the life of the project (ensure all costs are included i.e. utilities, security, insurance etc). Budgets should be constructed as accurately as possible as failure to do so can lead to underspends, especially in the first year of a project. Underspends cannot be carried forward from one financial year to the next except in exceptional circumstances and then, only with the explicit prior consent of the Welsh Assembly Government.

If the Project Management staff have not undertaken the Wales TUC’s accredited Project Management course and funding cannot be found from elsewhere (e.g. your employer, Union etc) to meet this cost then, please factor this into the bid (e.g. £250 per employee for the first and final year). Please seek further advice from Wales TUC Learning Services.

If successful your project may be invited to attend joint promotional events with other WULF projects. Therefore, please bear this in mind when preparing budgets for Marketing, Publicity, Dissemination and Travel and Subsistence. Please seek further advice from Wales TUC Learning Services.

If a high proportion of the cost of your project is for the purchase of IT equipment i.e. PC’s, laptops etc, please demonstrate here that they are linked directly to the delivery of learning. In the main, funding should centre on people and support systems rather than hardware and accommodation.

Please note that the Project Manager will be required to complete the Final Evaluation Report template. Therefore, if Evaluation costs are included in the project budget please explain what these costs are intended to cover.

Budget Heading Year 1 Year 2 Year 3 Total

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Continued

Budget Heading Year 1 Year 2 Year 3 Total

Grand Total

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Additional Information

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12. Evidence of Need*(Item 12 carries a maximum score of 25 points)

Please describe the evidence you have used as the basis for this project. This might include a profile of the learning and skills needs of the project target groups; surveys of employees and employers; learning needs assessments; evidence of vulnerability of employment within target groups; intelligence from Sector Skills Councils; other research such as that undertaken by academics, Welsh Government etc;

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Continued

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13. Geographical, Sectoral and Workforce CoverageIs the focus of your project? (Please tick boxes as appropriate)

Local Regional All Wales Sectoral Multi Union If the focus of your project is local or regional, please specify which areas you are working in.

(Please limit explanations to box size)

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SECTION 2 – OBJECTIVES, MEASURABLE TARGETS & SOFTER OUTCOMES*(Section 2 carries a maximum score of 10 points)

14. ObjectivesPlease state, as precisely as possible, the objectives of the project i.e. what the project intends to achieve and what activities will be undertaken. This must include how the skills of the workforce will be identified and increased. Please use Specific, Measurable, Achievable, Relevant, Time-related (SMART) objectives to demonstrate this.

(Limit answer to box size)

Objective Number(e.g.1,2,3

etc)Objectives

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15. Measurable Targets

Please state how you will measure the success of the project and provide Specific, Measurable, Achievable, Relevant, Time-related (SMART) targets.

Applications that include targets for family and/or community on-site learning must show that any security, Health and Safety or similar issues have been addressed with the employer to allow the learning to take place.

Applications which include targets for Continuing Professional Development must state why this learning is not funded by the employer.

*(Please indicate which targets link to which objective(s) where appropriate and limit answer to box size)

Target Number

(e.g. 1,2,3 etc)

Targets Linked to Objective

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16. Softer More Qualitative Targets & Outcomes

We recognise that a number of capacity-building activities lead to ‘softer’, less easily defined and measured outcomes. Examples include changes in attitudes to learning, an increase in skills or confidence, and improvement in partnership working.

Please provide a commentary on these softer targets, stating how the project will both monitor and measure them.

(Please limit answer to box size)

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SECTION 3 – LEARNING STRATEGY AND WIDENING PARTICIPATION.

17. Widening Participation, Access and Equality of Opportunity*(Item 17 carries a maximum score of 10 points)

The Wales Union Learning Fund gives priority to projects that widen access to lifelong learning for people in Wales irrespective of their background or current personal circumstances.

Explain how your project will address equality of opportunity by widening access to learning, e.g. by targeting non-traditional learners, vulnerable or atypical workers and those who may currently be prevented from accessing learning due to real or perceived barriers that may arise from structural, personal, occupational or work-based factors.


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18. Forming part of, and adding value to a Union’s own strategy for learning

*(Item 18 carries a maximum score of 5 points)

How does your project:

Form part of your union’s strategy for learning (if your Union does not have a strategy for learning you may wish to say something about how your project might help to develop such a strategy)?

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19. Contribution towards the Programme for Government agenda in respect of addressing Essential skills in the workplace *(Item 19 carries a maximum score of 25 points)

Will proposals significantly improve essential skills in the workforce (e.g. does it support the Essential Skills in the Workplace Programme), and/or demonstrate effective support in specific employment sectors?

Provide opportunities for employees to develop their skills and progress to further learning within the Essential Skills Wales framework?


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SECTION 4-PROMOTING PARTNERSHIP & SUSTAINABILITY

20. Project Partners*(Item 20 carries a maximum of 10 points)

Please explain how your project will demonstrate and sustain effective partnership, for example with employers, other Trades Unions, learning providers, Sector Skills Councils and community based organisations, in an effort to maximise the education and training opportunities available. (Please limit answer to box size).

Please note that partners who are named in the bid must provide a letter of support outlining their commitment to the project. These letters must be attached to the bid at the time of submission to the Wales TUC.

Please use the pages located at the end of the application to list the names, location and contact details of project partners and employers.

Summarise the role that the partners will be playing in your project. How are they adding value (for example, staff, resources and financial grants)?

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21. Sustainability*(Item 21 carries a maximum score of 5 points)

What will happen when WULF funding for the project comes to an end, and how will progress made be continued? You should indicate here how Trade Union policies, systems, working practices and future resource planning (including staffing) will evolve to help sustain learning activities and services.


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SECTION 5 – PROJECT PLANNING & MANAGEMENT*(Section 5 scores a maximum of 5 points)

22. Project Timetable

Please set out the detailed project timetable below including the key milestones and when they will be achieved. This must include the project start and completion dates and other key progress points such as, the appointment of project staff, launch, learning needs analyses, course dates, purchase of equipment, dissemination events, evaluation etc.

Forecasting outcomes provides the basis for planning your project and measuring its progress against objectives and targets. Forecasting outcomes should also link to the spending profile of the project.

The project timetable must be sufficiently detailed to enable the lead partner, all other partners and the Welsh Assembly Government to keep track of progress.

(Please limit project timetable to box size)

23. Project Management and DeliveryPlease show clearly how the project will be managed and how outcomes are going to be achieved. Refer for example to the role of Steering Groups, Project Managers and Project Workers. Provide information on risk management including contingency arrangements should project management staff leave during the life of the project. Applicants must also demonstrate how their project will be linked to and supported by their wider Union infrastructure and/or, linked to other project partners and schemes, All new Project Managers who haven't attended the accredited Project Management course run by the Wales TUC will be required to attend this course. Project Workers and key Union Learning Representatives may also be invited to attend this course (please seek further advice from Wales TUC Learning Services).

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(Please limit explanation to box size)

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SECTION 6 – MONITORING AND EVALUATION ARRANGEMENTS

24. Monitoring and Evaluation*(Section 6 carries a maximum score of 5 points)

Monitoring is the process by which Project Managers assess progress against project aims, objectives and targets. All WULF projects are required to produce an Evaluation Report at the end of the life of the project which records how successful it has been in meeting its original aims, objectives and targets, and the main lessons that have been learned.

Please set out what arrangements you will put in place for the monitoring and evaluation of your project. You should include what information will be collected, who will collect it, how it will be collected, when it will be collected and how it will be reported back.

Please note that the Project Manager will be responsible for completing the project Evaluation Report. This report will replace the final project progress report and must be submitted within one month of the project completion date. (Please limit answer to box size)

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25. Project Partners Letters of Support

Please note that partners who are named in the bid must provide a letter of support detailing their commitment and contribution to the project. These letters must be attached to the bid at the time of submission to the Wales TUC. Failure to attach letters of support to the bid will mean that the relevant partner will be deleted from the bid.

(a) Employers

Name: Name:

Address: Address:

Post Code: Post Code:

Tel: Tel:

Fax: Fax:

Email: Email:

Role: Role:

Letter attached Letter attached

Name: Name:

Address: Address:


Tel: Tel:

Fax: Fax:

E-Mail: E-Mail:

Role: Role:


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(b) Unions

Name: Name:

Address: Address:


Tel: Tel:

Fax: Fax:

Email: Email:

Role: Role:


Name: Name:

Address: Address:


Tel: Tel:

Fax: Fax:

E-Mail: E-Mail:

Role: Role:


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(c) Learning Providers

Name: Name:

Address: Address:


Tel: Tel:

Fax: Fax:

Email: Email:

Role: Role:


Name: Name:

Address: Address:


Tel: Tel:

Fax: Fax:

E-Mail: E-Mail:

Role: Role:


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(d) Voluntary, Community and other Partners

Name: Belinda Wyatt Name:

Address: Address:


Tel: Tel:

Fax: Fax:

Email: Email:

Role: Role:


Name: Name:

Address: Address:


Tel: Tel:

Fax: Fax:

E-Mail: E-Mail:

Role: Role:


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SECTION 7 – CHECKLIST

26. Applicant’s Check List

Please tick to confirm:

Yes NoHave all sections on the form been completed?

Have all original letters of support from the project partners been attached? These letters must give details of the partner(s) commitment to the project.

27. Authorisation

I confirm that this application has the support of the union leadership.

Name (block capitals)

Position

Signature

Date

THIS FORM MUST BE RETURNED TO KATRINA WOOD OF THE WALES TUC, AT THE ADDRESS SHOWN BELOW, BY 31 OCTOBER 2012.

Wales TUC Learning ServicesTransport House1 Cathedral RoadCardiffCF11 9SD Please e-mail an electronic copy of the application to [email protected]

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mailto:[email protected]

Documents

WULF Application Form 2013-2016