APPLICATION
TO BECOME AN ASSOCIATE
OF THE
EDUCATION AND TRAINING FOUNDATION
Table of Contents
1.
General Instructions ...............................................................2
2.
Applicants details ....................................................................2
3.
Areas of Expertise (maximum 300 words) ..............................4
4.
Case studies (maximum 1000 words) ..................................... 5
4.1
Case study 1 ................................................................................................................5
4.2
Case study 2 ................................................................................................................5
4.3
Case study 3 ................................................................................................................5
4.4
References ................................................................................................................. 6
5.
Professional and Personal Qualities (maximum 500 words) .. 7
6.
Availability ............................................................................. 8
7.
Equality and Diversity (maximum 200 words)....................... 8
8.
Business Selection Criteria .....................................................9
9.
Declaration ........................................................................... 12
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1.
General Instructions
The Education and Training Foundation (the Foundation) is to manage responses to its
invitation to be an associate of the Foundation through the website www.etfoundation.co.uk
Applicants are to submit their responses by email to the Foundation
recruitment@etfoundation.co.uk no later than 12 noon on 12th May 2014
to
You must use this template for your application to become an associate.
Applications are to be in font Arial size 12. Please also check for “Word Limits” on each
section of the Tender Response as information in excess of the “Word Limits” will not be
evaluated.
Please ensure that your application is submitted in .pdf format
Any queries or questions relating to this tender should be submitted to the Foundation via
recruitment@etfoundation.co.uk
2.
Applicants details
DETAILS OF APPLICANT
1.1
Applicants name:
1.2
Job Title: (if any)
1.3 Correspondence Address:
Post Code:
1.4 Contact telephone numbers:
Office
Mobile
1.5
E-mail address:
1.6
Website address (if any):
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1.7
Applicants employers or organisations
name
1.8
Primary business of organisation
(e.g. consultancy, research, provider of
education and training, membership body,
HEI, other employer etc.)
1.9
Company Registration number (if this
applies):
1.10 Charities or other Registration number (if
this applies).
Please specify registering body:
1.11 Date of Registration: (if this applies)
1.12 Registered address if different from the
correspondence address above:
Post Code:
1.13 Are you registered for VAT? If so, please
provide Registration number:
1.14 Is your organisation
(circle appropriate answer )
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i) a public limited company?
Yes / No
ii) an FE college established
under EA 1992
Yes / No
ii) a limited company?
Yes / No
iii) a sole trader or partnership
Yes / No
iv) other (please specify)
Yes / No
3.
Areas of Expertise (maximum 300 words)
The Foundation has a requirement for a wide range of expertise. Please indicate where your
areas of professional expertise lies by describing it in the column in the table below. Blanks
are acceptable as the Foundation would prefer that applicants concentrate on strengths
rather than areas that could be developed
Serial
Area
1
Professional Standards
and Workforce
Development
2
Vocational Education and
Training (VET);
3
Leadership, Management
and Governance
4
Research and Innovation
5
ICT and digital
technologies strategy
6
Communications
7
Project and programme
management and
procurement of goods
and services
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Description of expertise
4.
Case studies (maximum 1000 words)
Please provide details of up to three case studies for contracts or pieces of work undertaken
in the last three years that are relevant to the Foundation’s requirement. These could be
discrete projects for a client or pieces of work carried out for an employer.
Please demonstrate how your experience described in each case study matches the table of
expertise in para. 3 above and the capability skills and experience required of associates set
out in para. 4 of the invitation document.
Ensure that you include and assess the outputs, outcomes and impact of each case study.
4.1
Case study 1
4.2
Case study 2
4.3
Case study 3
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4.4
References
In the table below please enter the contact details of those who can be contacted as reference
for these case studies
CONTACT DETAILS FOR CASE STUDIES AND REFERENCES
The contact should be prepared to speak to the Foundation if we wish to contact them.
Case study 1
Organisation Name
Contact’s name,
phone number,
email
Date work commenced:
Date completed:
Value:
Relationship to contact e.g.
line manager, client lead etc.
Additional information
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Case study 2
Case study 3
5.
Professional and Personal Qualities (maximum 500 words)
Please make a personal statement outlining your professional and personal qualities that
make you suitable to become an associate of the Foundation
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6.
Availability
Please give an indication of your likely lead times for notice of work, availability and time
available to support the Foundation, e.g. I will need 2 weeks’ notice of work and can commit
to providing 2 – 3 days a week to the Foundation or I will be able to prioritise the Foundation
work so can be immediately available if needed etc.
7.
Equality and Diversity (maximum 200 words)
The Foundation is committed to the principles of equality and diversity. Please describe your
approach to equality and diversity and how you have acted upon and supported these in the
last 3 years.
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8.
Business Selection Criteria
Business selection criteria relate to the business, organisation or employer of the applicant
and are used to assess the suitability to perform the role of an associate.
N.B. Selection criteria will be based on a pass / fail basis and a fail decision would usually
result in the applicant being eliminated at this stage
Pass: Information provided as required and sufficient to indicate that there would be no
risk or an acceptable level of risk if the Foundation were to award a contract
Fail: Information not provided or demonstrates that the level of risk associated with
awarding a contract is unacceptably highGrounds for mandatory rejection: Important
Notice
In some circumstances the Foundation is required by law to exclude
organisations from participating further. If you cannot answer ‘no’ to every
question in this section it is very unlikely that your application will be accepted.
Please state ‘Yes’ or ‘No’ to each question.
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1a. PROFESSIONAL AND BUSINESS STANDING (COMPLIANCE
QUESTION)
Pass/
Fail
Has your organisation or any directors or partner or any other person who has powers of
representation, decision or control been convicted of any of the following offences?
a) conspiracy within the meaning of section 1 or 1A of the Criminal Law Act
1977 or article 9 or 9A of the Criminal Attempts and Conspiracy
(Northern Ireland) Order 1983
Yes / No
b) corruption within the meaning of section 1(2) of the Public Bodies
Corrupt Practices Act 1889 or section 1 of the Prevention of Corruption Act
1906; where the offence relates to active corruption;
Yes / No
c) the offence of bribery, where the offence relates to active corruption;
Yes / No
d) bribery within the meaning of section 1 or 6 of the Bribery Act 2010;
Yes / No
e) fraud, where the offence relates to fraud affecting the European
Communities’ financial interests as defined by Article 1 of the
Convention on the protection of the financial interests of the European
Communities.
Yes / No
f) failure to provide information required or providing
inaccurate/misleading information when participating in a procurement
exercise
Yes / No
g) failure to obtain and maintain relevant licences or membership of an
appropriate trading or professional organisation where required by law
Yes / No
If the answer to any of these is “Yes” please give brief details below, including what has
been done to put things right.
Pass/ Fail
2. INSURANCE (COMPLIANCE QUESTION)
‘The applicant shall maintain at their own or employers cost a policy or policies
of insurance to cover the liability of the applicant in respect of any actual
default for which it may become liable to indemnify the Foundation under this
Agreement. Appropriate insurance should include; professional indemnity,
employers’ liability and public liability insurance.
2.1 Please confirm whether you or your organisation has professional
indemnity insurance
Yes / No
2.2 Please confirm whether you or your employer has employers’ liability
insurance of not less than £5,000,000 (five million pounds)
Yes / No
2.3 Please confirm whether you have public liability insurance of not less than
£1,000,000 (one million pounds)
Yes / No
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2.4 If you do not currently have the appropriate level of insurance, please
confirm that if you are successful and are appointed as an associate that
you or your employer would be willing to take out the appropriate level of
insurance cover
Yes / No
3. BUSINESS ACTIVITIES
3.1 What are the main business activities of you or your organisation and how do
they relates to, or can be related to, the activities of the Foundation and the role of
an associate that you are applying for?
3.2 Have you or your employer previously delivered services either directly as a
contract holder/subcontractor or indirectly - for example, staff’s previous
experience - in the activity areas(s) you have expertise and are interested in
working in if you were to become an associate If yes please provide details in
the box below
3.3 Do you and your employers / subcontractors (if applicable to your delivery
model) have a track record relevant to the work of the Foundation? or can you
demonstrate an understanding of the needs of the Foundation? If yes please
provide details in the box below
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Score: A /
B/C/D
9.
Declaration
DECLARATION
I declare that to the best of my knowledge the answers submitted are correct. I understand that the
information will be used in the process to assess my suitability to become an associate of the
Foundation. I understand that the Foundation may reject this application if there is a failure to
answer all relevant questions fully or if I provide false/misleading information.
I declare that I have read the Foundation’s Standard Contract and confirm that I am (or if
appropriate that my employer is) in agreement with the standard terms and conditions.
FORM COMPLETED BY
Name of Applicant:
Date:
Signature:
157-197 Buckingham Palace Road, London, SW1W 9SP t: 0203 740 8280
www.etfoundation.co.uk
The Education and Training Foundation is a company registered in England
Registered address: 157 -197 Buckingham Palace Road, London, SW1W 9SP
Company registration number: 08540597
Registered Charity Number 1153859
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