Expression of Interest
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1 Expression of Interest This Expression of Interest (EOI) form is designed to allow organisations who wish to work with Pluss to provide us with relevant information. Please ensure that you answer each question If any do not apply to you, please state N/A. On completion, please send to: Please state tender opportunity (where applicable) Section 1: Organisation information 1.1 Details about your organisation Organisation name: Website address: Trading name (if different): Company registration and / or charity number: Registered address: VAT registration number: Post code: Name and job title of main contact: Contact details for main contact: Office number: Address: Mobile number: Post code: address: Contact details for alternative contact: Office number: Address: Mobile number: Post code: address: Pluss Expression of Interest V2 1
2 1.2 Details of your parent organisation (if applicable) Parent organisation name: Registered address: Post code: Please confirm your relationship with immediate controlling parent organisation Wholly owned subsidiary More than half owned Other relationship (please specify below) Company registration and / or charity number: 1.3 Organisation overview Please tick the box which best describes the legal status of your organisation Private Limited Company Public Limited Company Registered Charity Public Sector Social Enterprise Consortium / SPV Other (please specify below) 1.4 Financial information If requested, could you provide three years audited accounts or prepared financial statements? (if no, please provide reasons why) 1.5 The turnover for your organisation for the last three years Year Date: Turnover: Pluss Expression of Interest V2 2
3 1.6 Insurance policies held, their valuations and date of renewal Insurance policy: Value: Date of renewal: Employer s liability Public liability Professional indemnity Section 2: Current delivery information / track record 2.1 Services offered Please indicate which services you are able to offer (multiple boxes may be selected) End-to-end provision: Able to deliver mainstream employment / skills provision to a wide range of customers across one or more geographical areas Specialist end-to-end provision: Able to deliver employment / skills provision to a specific customer group across one or more geographic areas Short courses / specific elements of provision: Able to deliver shorter, more specific elements of provision (e.g. sector specific training) Complementary provision provider: Able to deliver other funded provision on a complementary basis (e.g. SFA provision NVQs etc) Specialist: Delivering specific elements of the service to particular customer groups (e.g. customers with health conditions / self-employment) Strategic partner: Delivery of complementary services or could be non-delivery strategic partner (e.g. city strategy, local authority etc) Other (please specify below e.g. equipping / home improvement service related) Pluss Expression of Interest V2 3
4 Section 3: Delivery locations 3.1 Area(s) of interest Please indicate all areas where you can deliver your services and specify the relevant local authority areas South West East Midlands South East Yorkshire and Humberside London rth West East of England rth East Wales Scotland West Midlands 3.2 Delivery locations Geographical area by local authority (please specify e.g. South West, Devon): Specific delivery locations (by town): Nature of location: Permanent Temporary Permanent Temporary Permanent Temporary Permanent Temporary Permanent Temporary Permanent Temporary Pluss Expression of Interest V2 4
5 Section 4: Services 4.1 The services you have experience of, or are accredited to deliver Please indicate below (multiple boxes may be selected) Mental health Learning disability Sight impairment Hearing impairment Benefits advice Self-employment Information, advice and guidance Skills for life Substance and alcohol misuse Offenders Housing Debt advice Training Autistic spectrum disorders Physical disability Equipping / home improvement services Other (please specify below) Section 5: Quality 5.1 The policies your organisation has and have been updated in the past 12 months Policy: Anti-bribery Incentives Business Code of Ethics Business Continuity Fraud Protection Whistle Blowing Data Protection and Storage Equality and Diversity Health and Safety Safety of Work Placements Safeguarding (vunerable adults and children) Environmental and Sustainability Quality Policy held? Updated in the past 12 months? Pluss Expression of Interest V2 5
6 5.1 continued Policy: Recruitment and Personnel TUPE Disciplinary and Grievance Complaints and Harassment Information Security Policy held? Updated in the past 12 months? Please be aware that you may at some point be required to ensure that you have all these policies in place. You should therefore bear in mind the additional costs of achieving this. 5.2 Assessment process Have you undergone an assessment process? (if yes, please state assessing organisation(s), grade(s) achieved and date of assessment(s) 5.3 Current contracts If you deliver MOJ, ESF NOMS, LA DWP, SFA and / or other contracts, please list the required information Contract name: Date of audit: Assurance grading: Pluss Expression of Interest V2 6
7 5.4 Standards and accreditations your organisation currently holds or are working towards Standards / accreditations: Investors in People Merlin Standard Momenta-Accredited MATRIX PQASSO Customer First ISO ISO 9001 ISO EQFM Excellence IPPF Training Quality Standard Total Quality Management Positive About Disability Other (please specify) Achieved: Working towards: 5.5 Memberships Please provide details of relevant memberships held by your organisation 5.6 Terminated contracts Has your organisation had any contracts terminated over the last three years? (if yes, please provide details and explanation below) Pluss Expression of Interest V2 7
8 Section 6: Additional information 6.1 Overview Please provide a brief overview of your organisation including areas not covered elsewhere in this questionnaire. This may include your delivery offer outline, unique selling points, organisational culture and values, and your top three strengths. (500 word maximum) Pluss Expression of Interest V2 8
9 Section 7: Declarations 7.1 Administrative order Has a receiving / administrative or winding up order been made against the organisation or an individual or has a winding up order been passed or a receiver, manager, administrator equivalent been appointed? (if yes, please provide details and explanation below) 7.2 Fraud / disqualifications Have any of the directors, senior managers or trustees of the organisation been found guilty of fraud, been involved in any company which has had a winding up order or had an administrator appointed, or been disqualified from being a director? (if yes, please provide details and explanation below) Pluss Expression of Interest V2 9
10 7.3 Legal proceedings Are there any legal proceedings, including backruptcy or winding up petitions in progress that may affect the performance of contract obligations or has the organisation been prosecuted under EU / National law in the last three years? (if yes, please provide details and explanation below) 7.4 Obligations Has the organisation ever failed to fulfil any obligations regarding payment of social security / UK taxes or possession of a licence / membership of an organisation where the law of the state required it? (if yes, please provide details and explanation below) Pluss Expression of Interest V2 10
11 7.5 Signature Name of person completing the form: Position within the organisation: Date the form was completed: Please ensure you complete Appendix 1: Contract delivery performance and / or Appendix 2: Service delivery (as appropriate) If the information you have provided changes, or you no longer want us to retain your information on file, please can you notify us via enquiries@pluss.org.uk 7.6 For Pluss use only Reviewed by: Position within the organisation: Date the form was reviewed: Pluss Expression of Interest V2 11
12 Appendix 1: Contract delivery performance Performance on past or current contracted services (within the last three years) Funding body / prime contractor: Funding body / prime contractor: Region: Region: Customer target group: Customer target group: Contract start and end dates: Contract start and end dates: Customer volumes (per annum): Customer volumes (per annum): Targets (e.g. job entry rate, positive outcomes, qualifications achieved): Targets (e.g. job entry rate, positive outcomes, qualifications achieved): Outcomes achieved: Outcomes achieved: Sustained targets: Sustained targets: Sustained achieved: Sustained achieved: Pluss Expression of Interest V2 12
13 Performance on past or current contracted services (within the last three years) Funding body / prime contractor: Funding body / prime contractor: Region: Region: Customer target group: Customer target group: Contract start and end dates: Contract start and end dates: Customer volumes (per annum): Customer volumes (per annum): Targets (e.g. job entry rate, positive outcomes, qualifications achieved): Targets (e.g. job entry rate, positive outcomes, qualifications achieved): Outcomes achieved: Outcomes achieved: Sustained targets: Sustained targets: Sustained achieved: Sustained achieved: Pluss Expression of Interest V2 13
14 Appendix 2: Service delivery eg. home improvement service alterations Number of contracts delivered over past 12 months: Services / specialisms: % of contracts completed within agreed timescales: Provide details of your quality control measures: Provide a minimum of three customer references, at least one of which is from a commercial contracter: Pluss Expression of Interest V2 14
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