Learning Experiences
Outside the Classroom
A new system for tendering, contracting and
monitoring
April 15
Introductions
From the Ministry:
•
Robert Whitaker, robert.whitaker@minedu.govt.nz, 04 463
7518
•
Shona McCutcheon, shona.mccutcheon@minedu.govt.nz, 04
463 8572
Agenda
10.30
11.00
11.15
12.30
1.30
2.30
3.00
Arrival
Introductions
Overview of new system
Break
Transition process
Burning questions
Finish
An overview
THE NEW SYSTEM
Why are we changing things?
The Ministry has developed the new system to:
•
address imbalances in funding allocations across regions
•
ensure that LEOTC provision supports Ministry priorities
•
deliver a stable and innovative range of programmes in
support of the national curriculum
•
ensure that LEOTC programmes meet the needs of as many
schools and students as possible
•
encourage collaboration and partnership to deliver sustainable
and effective programmes.
The basic system
Annual LEOTC evaluation
•
Conducted annually between January and March
•
A publicly available report published in April
•
Analyses patterns of provision and use of LEOTC
•
Investigates how well LEOTC provision is addressing
Government priorities
•
Report forms the evidence base for that year’s tender round.
Tendering and selection
Intend to implement a two stage process:
•
Stage One: Expression of Interest (EOI), focused on
curriculum and programme offer. Used to shortlist proposals,
teacher and subject specialist involvement in selection
•
Stage Two: closed Request for Proposal (RFP), similar to
existing RFP, only shortlisted providers apply, evaluated by
independent panel
•
Feedback to successful and unsuccessful providers after both
stages
•
Panel recommends contract length.
Contracting
•
Similar process to existing one, template contracts are
developed by the Ministry, providers contribute to the drafting
of their contracts followed by a formal negotiation period.
•
Expect that contract format will allow for programmes
describes in separate schedules.
Reporting and monitoring
•
Move from quality assurance to quality improvement based
system
•
Visit reporting changed to provide data set for annual
evaluation
•
Trialing approach in 2012.
Questions?
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Example annual cycle
Research project
Publish research
EOI open
EOI evaluation
RFP open
RFP evaluation
Selection approval by Minister
Contract negotiation
Contract signing
Contract commences
Getting to the new system
THE TRANSITION PROCESS
Overview for 2012
•
Contract variations
•
Pilot evaluation project
•
Next tender round
•
Trial of new data reporting
•
Trial of annual improvement objectives
•
Trial of targeted monitoring visits
Current contracts
•
Seeking to extend existing contracts to support the transition
to the new system
• Contracts for providers in Central North and Central South
extended to 2014
• Other contracts extended to 2013
•
Contract variations will be ready soon, intend to have this
sorted by the end of January.
Next tender round
•
Next tender round to begin in June 2012
•
Focused on North, South and national services
•
Anyone can apply
•
EOI will set out high, medium and low priority areas for the
Ministry based on evaluation pilot report.
Pilot evaluation
•
Conducted between January and March
•
Uses current reporting data plus any additional data providers
can share
•
Asking for data only to be shared before Christmas, rest of
milestone due at the current contracted date
•
Focus on services in the North, South and national services.
Yet to determine if specific Ministry priority areas will be
considered.
Trial reporting school visits
•
Providers asked to report on a visit by visit level:
• School name, location and institution number
• Date of visit
• Number of students from each year
•
Data to be reported after each term:
• Term 1: 20 April
• Term 2: 25 July
• Term 3: 12 October
• Term 4: 21 December
•
Data compiled and analysed in the evaluation report to
provide a picture of school participation, travel patterns etc.
•
Simple template to be provided.
Trial improvement objectives
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Providers to set four-six objectives in 2012
• two that focus on improving the service to support the
Ministry’s key priorities: Māori, Pasifika, e-learning or
tertiary-transitions.
• two that focus on meeting identified local/regional needs
• one that will contribute information directly to the 2013
evaluation report: science or Māori achievement.
•
Reported against at the end of 2012
•
Should integrate with your current planning processes
•
Examples from the R&D project to be published soon
•
Simple template to record objectives on.
Other Reporting
•
Financial reporting – now annual at the end of the financial
year, part of data reporting template
•
Evaluation questions – two targeted questions to support the
2013 evaluation, one on science education, one on Māori
achievement.
•
Other reporting - end of calendar year reporting of personnel
changes and reference group information.
Trial targeted monitoring visits
•
Monitoring activity will become more targeted
•
Factors including providers improvement objectives and
length of contract to be used to determine targeting
•
Physical visits, tele/video conferences and other options
possible for monitoring activity
•
Providers to be advised in January as to what level monitoring
they will receive.
Transition process for 2012
QUESTIONS AND COMMENTS
Margaret Tollard
SUPPORTING LEOTC
EDUCATORS AND MANAGERS
Final comments, questions and suggestions
BURNING QUESTIONS
Contact us
•
Shona McCutcheon, shona.mccutcheon@minedu.govt.nz, 04
463 8572