The IMLS Framework: Background and Scope 1. Background This framework completes the development of the ICT Services vision originally developed by Becta and now adopted by the Department for Education. This is all about school ICT becoming a set of learner focused services, enabling schools to teach and make use of the technology to facilitate that vision, whether through broadband provision, a Virtual Learning Environment (VLE) or a Management Information System. The new framework will be known as the Information Management and Learning Services (IMLS) Framework. It will give educational establishments a convenient and efficient route to procure Management Information Systems (MIS), Learning Platforms (LP), and associated services. Information Management and Learning Services (IMLS) refers to the management of resources, data and information in the school environment using a combination of Management Information Systems (MIS) and Learning Platforms (LP). 1.1 Management Information Systems A typical MIS provides a suite of software covering all parts of a schools' administration, from behaviour and achievement, planning curriculum and lesson structures, dinner money, educational learning plans, data sharing for the 14-19 agenda, managing registration and admissions, and providing teachers, parents and pupils access to all this information over the internet through a secure webpage. Summary of an MIS function: helps schools manage student registration and truancy, student performance, personalised learning, exam organisation, timetable construction, cover management and a range of other school activities maintains real-time information to support schools in conducting regular and comprehensive self-evaluations, target resources, support personal development, promote achievements and share good practice enables teachers to access information, analyse and input pupil data through the use of integrated desktop tools provides web access through a Learning Gateway, which allows teachers and parents to access the data from home 1.2 Learning Platforms A learning platform is an integrated set of interactive online services that provide teachers, learners, parents and others involved in education with information, tools and resources to support and enhance educational delivery and management. Learning platforms commonly allow: Content management – creation, storage, access to and use of learning resources Curriculum mapping and planning – lesson planning, assessment and personalisation of the learning experience Learner engagement and administration – managed access to learner information and resources and tracking of progress and achievement Communication and collaboration - emails, notices, chat, wikis, blogs IMLS Background and Scope Page 1 of 4 In principle a learning platform is a safe and secure environment that is reliable, available online and accessible to a wide user base. A user should be able to move between learning platforms throughout their life with no loss of access to their personal data. The concept of a learning platform suggests a continuously evolving description of functionality changing to meet the needs of the user. The Becta survey of schools in 2010 found that most schools in England have their own LP (67% of primary schools and 93% of secondary schools) Interoperability Following the stakeholder engagement exercise undertaken early in 2011, interoperability was highlighted as a key requirement for MIS and LP systems. Some suppliers now offer integrated MIS and LP systems, and it is seen as particularly important for the MIS and LP used within a school to be able to exchange information electronically. For this to work fully would require them to be completely interoperable. 2. Aims of the Framework The reasons for procuring this follow up Framework remain compelling and in line with the recommendations of the Becta report “Schools MIS and Value for Money 2010”. The Framework is designed to: Create an efficient and EU compliant route for the purchase of School Management Information Systems and Learning Platforms. It will provide a brand new procurement framework for Management Information Systems (MIS) as well as replacing an expired Learning Platform framework. Secure more favourable licensing pricing, terms and conditions designed to address the current licencing issues affecting those academies opting out of Local Authority Control. The re-licensing for education users is currently costing up to £25,000 per academy. Facilitate a legal and cost effective route for Local Authorities (LAs), free schools and academies to procure the software solutions required to effectively administer school back offices, provide data returns to the Department for Education (DfE) and ‘virtually’ manage a wide range of learning resources. Address the multiple issues raised by the Becta report “Schools MIS and Value for Money 2010” This market review produced by an independent consultant, Atkins, highlighted the current problems in the schools MIS marketplace: o The marketplace is still uncompetitive as a result of a virtual absence of Official Journal of the European Union (OJEU) compliant procurement activity o The marketplace for Management Information Systems is still dominated by a single supplier who control over 80% of the market. o The impact of the statutory returns process is distorted, which increases costs to schools, increases the burdens on local authorities and mitigates in particular against smaller providers o There is a lack of understanding of the relevant EU and UK procurement regulations at the local authority level, and concerns round the cost of change IMLS Background and Scope Page 2 of 4 o The marketplace is still impeded by a lack of a mandated interoperability standard o MIS systems are generally supported by specialist teams, almost always operating at the individual local authority level, and consequently unable to take advantage of economies of scale. o In addition to the evidence reported above, the move to create free schools and more academies seems to have highlighted some consequential issues such as: When a school changes legal status (for example by becoming an academy), it may be required by its MIS provider to pay again to license its existing MIS system. This can often result in a bill of up to £20,000. There has been some confusion over who exactly owns (and has access to) the schools data held and this situation needs clarifying. This position has the double effect of dissuading schools from easily switching supplier and potentially facilitating an MIS provider charging for access, data cleansing and transfer etc. In respect of Learning Platform services, there was a need for a replacement procurement arrangement in order for schools and local authorities to have access to a cost effective mechanism that secures on-going savings and fit for purpose solutions. The opportunity was also identified to facilitate the market in order to create full interoperability with MIS. This should allow educational establishments to maximise savings potential by combining the purchase of both systems. 3. Scope of the Framework The Framework is therefore designed to provide educational establishments a convenient and efficient route to procure Management Information Systems (MIS), Learning Platforms (LP), and associated services. The IMLS Framework Agreement has been let for a period of four years (with an option to terminate after three) which will cover the period 2012-16. It has been developed and procured by the Government Procurement Service working in conjunction with the Department for Education. The Framework was developed following comprehensive feedback received from within the education sector. It is made up of two ‘lots’, each of which includes specialist providers rigorously assessed as capable of providing the specified services.. A. Lot 1 focuses on Management Information Services, enabling customers to procure either a complete service or to buy individual components. B. Lot 2 covers the provision of Learning Services, again providing the opportunity to procure either a comprehensive system or individual components The development of the Framework focussed on a number of mandatory requirements which were seen as key areas for customers. These included a number of conditions which were pre-requisites for inclusion, covering areas such as: Willingness to collaborate IMLS Background and Scope Page 3 of 4 Comprehensive User and Identity Management processes Simplified Sign On processes Anytime, anywhere access Extensive system availability Transparency Facilitating integration Assistance with migration of data Bespoke SLAs Data Management Accessibility Supporting Open Standards System Interoperability And for Licensing Flexibility of support arrangements Transparency of support costs Enabling of sub-licensing Transferability of rights Ownership and rights over data Open and inter-operable format for data No payment required to transfer licence to successor bodies Assistance with transfer to new service providers Clear visibility of charges Suppliers may only provide services for projects within the lot for which they are approved. Suppliers are aware of this, and cannot be included in a mini-competition covering a lot for which it is not approved. IMLS Background and Scope Page 4 of 4