Common use of Statement of Requirement Clause in Contracts

Statement of Requirement. list all of the Authority’s Requirements, specifications or agreed features of the Future Service to be performed. This FSC describes an ongoing programme of business change activities supporting the Learner Advancement Portfolio from 4th July to 30th September 2011. The FSC currently indicates the work streams where business change support will be provided over this period, and details the specific activities and deliverables to be undertaken during these 3 months. The business change activity is expected to continue beyond this FSC, and to be informed by the outputs of this FSC. Specific activities and deliverables will be defined and agreed in advance in new FSCs each covering a 3 month duration i.e. October to December 2011, and January to March 2012. High Level Activities (4th July 2011 to 30th September 2011): Provision of business change expertise and support to the LAP Business Change team: Support on-going planning and execution of business readiness activities for R2 and Optimise releases (due Sept 2011) Specific Outputs & Activities (4th July to 30th September 2011): Work with the Agency work stream leads as follows: Delivery Framework (GG) Framework describing how to roll out business change activities from the program into embedded operations Change Planning Strategy describing the requirements driven process to develop the business change plan for the LAP Business Planning (AD) - working with IM Services planning to inform the single LAP plan, owned by Xxx Xxxxxx Maintain change roadmap Develop and support the maintenance of R2/Optimise change plan Conduct requirements led change impact assessment for Optimise and R2 Build R3 change plan into single LAP change plan including e.g. Plan for business process activities required to support R3 Training (JL) Perform specific training activities and create specified deliverables supporting R2 and Optimise releases Scope includes: R2 (NSRP, LLAs & CWP), Optimise (CRM) Develop Training Specification(s) for R2 and Optimise and support the development of these training materials Develop Training Plan for R3 Update Training Strategy to include R3 Process & Guidance (JW-A/Other) Develop specified processes/guidance/quick guides identified by: The Process Improvement Matrix Optimise (CRM) R2 Next Step Resource Portal LLAs Telephone Helpline CWP Map flexible adviser customer journeys (CRM) Service Specification (LP) Update Web Service Specification for R2 from business review and to reflect (inc. Digital Strategy) Service Implementation Model (AD) Maintain R3 SIM Business Requirements (AD/Other) Support the business in understanding and elaboration of business information requirements Support the review and elaboration of NFRs for April Knowledge Management for the Resource Portal (AD) Audit existing knowledge assets Develop and populate guidance framework Communications & Stakeholder Management (All) Owned by Agency Comms team (Xxxxx Xxxxxx) Capgemini business change team to liaise with Comms team as required for comms requirements related to Optimise and R2.0 Conduct audit of current CWP web copy to identify where ‘My Next Step’ text / branding exists

Statement of Requirement. list all of the Authority’s Requirements, specifications or agreed features of the Future Service to be performed. This FSC describes an ongoing programme of business change activities supporting To initiate the Learner Advancement Portfolio from 4th July to 30th September 2011Centralised Contract Management (CCM) 2013/14 Release project. The FSC currently indicates Authority and the work streams where business change support will be provided over this period, and details Education Funding Agency have a number of requirements for the specific activities and deliverables to be undertaken during these 3 monthsprovision of contracts for the academic year 2013/14. The key requirements identified in the supporting business change activity case are: reflect policy changes made by BIS and the Skills Funding Agency including the following; reflect requirements to introduce provision for 24+ loans. 24+ Advanced Learning Loans (ALL) is expected driven out of the government papers: “Skills for Sustainable Growth” and “Investing in Skills for Sustainable Growth” (November 2010). support delivery of funding simplification for the Skills Funding Agency. Simplification is critical to continue beyond this FSCenabling an autonomous and responsive system and it recognises that colleges and training organisations are in the best place to identify, interpret and then respond to be informed learners’ needs within their available resources. reflect policy changes made by DfE and the outputs of this FSC. Specific activities and deliverables will be defined and agreed in advance in new FSCs each covering a 3 month duration i.e. October to December 2011, and January to March 2012. High Level Activities (4th July 2011 to 30th September 2011): Provision of business change expertise and support Education Funding Agency including but not limited to the LAP Business Change team: Support on-going planning and execution of business readiness activities for R2 and Optimise releases (due Sept 2011) Specific Outputs & Activities (4th July to 30th September 2011): Work with the Agency work stream leads as follows: Delivery Framework (GG) Framework describing how to roll out business change activities from the program into embedded operations Change Planning Strategy describing the requirements driven process to develop the business change plan for the LAP Business Planning (AD) - working with IM Services planning to inform the single LAP plan, owned by Xxx Xxxxxx Maintain change roadmap Develop and support the maintenance of R2/Optimise change plan Conduct requirements led change impact assessment for Optimise and R2 Build R3 change plan into single LAP change plan including e.g. Plan for business process activities changes required to support R3 Training academies and direct school grants. For the Authority the project will consider the following: Funding Stream Configuration - 2013/14 rollover (JLincludes funding simplification) Perform specific training activities and create specified deliverables supporting R2 and Optimise releases Scope includes: R2 24+ loans (NSRP, LLAs & CWP), Optimise (CRMincl. Loans Bursary) Develop Training Specification(s) for R2 and Optimise and support the development of these training materials Develop Training Plan for R3 Update Training Strategy to include R3 Process & Guidance (JW-A/Other) Develop specified processes/guidance/quick guides identified by: The CCM Contract Process Improvement Matrix Optimise (CRMSupport of NFF Programmes/Deliverable selection/catalogue Changes indentified for future releases in 13/14 that may require consideration/set-up in Release 1. ( For example, Funding Claims, performance management, ILR changes, ESF ) R2 Next Step Resource Portal LLAs Telephone Helpline CWP Map flexible adviser customer journeys (CRM) Service Specification (LP) Update Web Service Specification For the Education Funding Agency the project will consider the following: 2013/14 Roll Forward Process streamlining / automation General During the initiation we will assess the anticipated current and future contract volumes for R2 from both agencies and provide a recommendations paper for consideration, outlining the findings. Consider the options for upgrades to the core projects to deliver general improvements to the project retain the product within the existing support agreement an upgrade plan for achieving this avoiding disruption to dates along the critical business review and to reflect (inccycle. Digital Strategy) Service Implementation Model (AD) Maintain R3 SIM Business Requirements (AD/Other) Support Access the business in understanding ‘quick-wins’ that can be delivered as part of the service enablement work It is expected that as an output of the initiation and elaboration phase a document will be produced detailing a proposal for delivery. Only 1 (draft) version of business information requirements Support the review and elaboration of NFRs for April Knowledge Management for the Resource Portal (AD) Audit existing knowledge assets Develop and populate guidance framework Communications & Stakeholder Management (All) Owned by Agency Comms team (Xxxxx Xxxxxx) Capgemini business change team to liaise with Comms team as proposal is required for comms requirements related to Optimise and R2.0 Conduct audit of current CWP web copy to identify where ‘My Next Step’ text / branding existsfrom this Initiation phase.

Statement of Requirement. list all of the Authority’s Requirements, specifications or agreed features of the Future Service to be performed. This FSC describes an ongoing To initiate the Centralised Contract Management (CCM) 2012/2013 project. Project Objectives The Skills Funding Agency and the Young Persons Learning Agency have a number of key business requirements for the management of contracts with Learning Providers that necessitate: The development of additional functionality in CCM to support policy changes, Inclusion of additional funding programmes to be managed through the CCM system, Maintaining existing capabilities through the academic year rollover. Specifically, for the Skills Funding Agency the project will consider the following: The required contract configuration changes to support the 2012/2013 programme structure Implement new funding streams onto CCM including OLASS, IAG, Next Step & GIF. Amendments to workflow and reports to support new Agency structure Amendments to budget validation to support new business processes Implementation of business change activities supporting changes to due to impact of the Learner Advancement Portfolio from 4th July 2012/2013 ILR on Data Collections Amendments to 30th September 2011payment processes to support new Agency structure Amendments to support the reconciliation of 2011/2012 funding claims and recording of 2012/2013 funding claims. Updates to the Performance Management rules for 2012/13. The FSC currently indicates the work streams where business change support will be provided over this period, ability to capture and report on details the specific activities and deliverables to be undertaken during these 3 monthsof any sub-contract information for mainstream provision. The business change activity is expected provision of an MI / reporting capability to continue beyond this FSC, and to be informed by the outputs support ad-hoc analysis of this FSCcontract-related information. Specific activities and deliverables will be defined and agreed in advance in new FSCs each covering a 3 month duration i.e. October to December 2011, and January to March 2012. High Level Activities (4th July 2011 to 30th September 2011): Provision of business change expertise and support Updates to the LAP Business Change team: Support on-going planning Single Provider View (SPV) platform and execution associated reports to support 2012/2013 programmes (including any downstream impacts on XXXX Portal) Possible early delivery of business readiness activities for R2 and Optimise releases (due Sept 2011) Specific Outputs & Activities (4th July changes to 30th September 2011): Work with the Agency work stream leads as follows: Delivery Framework (GG) Framework describing how to roll out business change activities from the program into embedded operations Change Planning Strategy describing the requirements driven process to develop the business change plan for the LAP Business Planning (AD) - working with IM Services planning to inform the single LAP plan, owned by Xxx Xxxxxx Maintain change roadmap Develop and support the maintenance implementation of R2Funding Simplification for 2013/2014. For the Young Person Learning Agency the project will consider the following: 16-19 Requirements Year end claims/Optimise change plan Conduct requirements led change impact assessment reconciliation and final funding claims reconciliation to support the 2011/12 funding claims Support for Optimise and R2 Build R3 change plan into single LAP change plan Mid-Year funding claims/adjustments to IPPs payments to support 2012/13 funding claims 2012/2013 funding stream configuration, including: Any changes needed to support YPLA funding simplification) New funding stream configuration for 16-19, Learner Support allocations integrated in mainstream Academies 2012/2013 funding stream configuration Review of contracting process for academies in light of the continuing increase in numbers of academies contracts (including e.g. Plan for business process activities potential improvements to bulk import) General Amendments required to support R3 Training the new EFA organisational structure for 2012/13 funding (JLincluding associated impacts of any organisational structure changes in PIMS / CODA to support this) Perform specific training activities Consider options to improve the availability of CCM for YPLA whilst SFA month end batch processes are running. In addition, the project will consider architectural and create specified deliverables supporting R2 operational factors and Optimise releases Scope includes: R2 (NSRP, LLAs & CWP), Optimise (CRM) Develop Training Specification(s) for R2 and Optimise and support the development technical debt items as part of these training materials Develop Training Plan for R3 Update Training Strategy to include R3 Process & Guidance (JW-A/Other) Develop specified processes/guidance/quick guides identified by: The Process Improvement Matrix Optimise (CRM) R2 Next Step Resource Portal LLAs Telephone Helpline CWP Map flexible adviser customer journeys (CRM) Service Specification (LP) Update Web Service Specification for R2 from business review and to reflect (inc. Digital Strategy) Service Implementation Model (AD) Maintain R3 SIM Business Requirements (AD/Other) Support the business in understanding and elaboration of business information requirements Support the review and elaboration of NFRs for April Knowledge Management for the Resource Portal (AD) Audit existing knowledge assets Develop and populate guidance framework Communications & Stakeholder Management (All) Owned by Agency Comms team (Xxxxx Xxxxxx) Capgemini business change team to liaise with Comms team as required for comms requirements related to Optimise and R2.0 Conduct audit of current CWP web copy to identify where ‘My Next Step’ text / branding existsthis initiation phase.

Statement of Requirement. list all of the Authority’s Requirements, specifications or agreed features of the Future Service to be performed. This FSC describes an ongoing programme covers the delivery of business change activities supporting the Learner Advancement Portfolio from 4th July following for the Match and Claim 2013-14 project: Initiation of the project Complete project inception for all functionality agreed in scope Complete the elaborate phase for required / high risk requirements Completion of test planning and preparation in a Test Approach Complete high-level planning for the initiation and construction Match and Claim project In completing the above the following key requirements and considerations need to 30th September 2011be taken into account to support changes to the Match and Claim system for the academic year 2013/14. The key requirements identified for inception and elaboration within this FSC currently indicates (clarified in Section 2.0) are : Changes to support the work streams where business change new Data Collection Transformation Programme (DCFT) database Changes to support freezing of the historical data prior to 2013-2014 and irregular updates to this data should the need arise Delivery of new database technology / upgrades Changes to support the 2013/14 ILR collection Business Changes are required to reflect ESF policy requirements and ESF audits specifically Remove Match Learners from specific Providers and to block specific providers from future searches. This will be provided over this periodensure that there is a facility to remove any providers found at risk/Liquidation/Mergers etc. Addition of ‘Employed’ and ‘Un-employed’ filters. Employment status is one of the key eligibility requirements in ESF reporting and therefore audit, and details with the specific activities and deliverables to be undertaken during these 3 monthsintroduction of the Single Adult Skills Budget there is no longer an easy way of identifying learners that are selected in claims. The business addition of a filter will allow a simple method to ensure claims meet ESF requirements. Addition of ‘Academic year’ filters. This would again allow the claims to only select recent learners that would be easily traceable during ESF Audits. Technical change activity is expected to continue beyond this FSCsupport ongoing operational maintenance of the system Consider RCAs for incidents reported to date regarding the Match and Claims system to establish if any further project work should be commissioned to address these. General considerations within the requirements gathering workshops are: To consider options to deliver; general improvements to the project retain the product within the existing support agreement robustness of the system (following assessment of recent live incidents) To consider of architectural and operational factors and technical debt items as part of the initiation phase, such as security, performance, technology options, dependencies between systems and other projects, and to be informed by the outputs of this FSC. Specific activities and deliverables will be defined and agreed in advance in new FSCs each covering a 3 month duration i.e. October to December 2011, and January to March 2012. High Level Activities (4th July 2011 to 30th September 2011): Provision of business change expertise and support to the LAP Business Change team: Support on-going planning and execution of business readiness activities for R2 and Optimise releases (due Sept 2011) Specific Outputs & Activities (4th July to 30th September 2011): Work with the Agency work stream leads as follows: Delivery Framework (GG) Framework describing how to roll out business change activities from the program into embedded operations Change Planning Strategy describing the requirements driven process to develop the business change plan for the LAP Business Planning (AD) - working with IM Services planning to inform the single LAP plan, owned by Xxx Xxxxxx Maintain change roadmap Develop and support the maintenance of R2/Optimise change plan Conduct requirements led change impact assessment for Optimise and R2 Build R3 change plan into single LAP change plan including e.g. Plan for business process activities required to support R3 Training (JL) Perform specific training activities and create specified deliverables supporting R2 and Optimise releases Scope includes: R2 (NSRP, LLAs & CWP), Optimise (CRM) Develop Training Specification(s) for R2 and Optimise and support the development of these training materials Develop Training Plan for R3 Update Training Strategy to include R3 Process & Guidance (JW-A/Other) Develop specified processes/guidance/quick guides identified by: The Process Improvement Matrix Optimise (CRM) R2 Next Step Resource Portal LLAs Telephone Helpline CWP Map flexible adviser customer journeys (CRM) Service Specification (LP) Update Web Service Specification for R2 from business review and to reflect (inc. Digital Strategy) Service Implementation Model (AD) Maintain R3 SIM Business Requirements (AD/Other) Support the business in understanding and elaboration of business information requirements Support the review and elaboration of NFRs for April Knowledge Management for the Resource Portal (AD) Audit existing knowledge assets Develop and populate guidance framework Communications & Stakeholder Management (All) Owned by Agency Comms team (Xxxxx Xxxxxx) Capgemini business change team to liaise with Comms team as required for comms requirements related to Optimise and R2.0 Conduct audit of current CWP web copy to identify where ‘My Next Step’ text / branding existstesting.