This is the stage where you submit your proposals to run an Active Inclusion project, whether it be an Achieve project, Include project or a Combined Achieve/Include project. This is a brief overview - more information will be available via guidance documents, one-to-one and via the application itself once your organisation has passed the EQ stage.

ITAs will be sent to applicants via the eTender system - as with the EQ all applications must be submitted through the online e-tender system.

You will be invited to rounds that are considered suitable for your organisation - we will base this on the levels of funding, geographical areas and target groups as outlined in your EQ outcome letter.

Please be aware that you will only receive funding to run an Achieve or Combined Include/Achieve project if you are approved for funding level 2 or above.

You will only receive youth funding ITAs if you have been approved to work with the 16-17 and/or 18-24 client groups.

You will have around a month to complete the application on receiving the invitation. The application round will then close and the assessment process will commence. There will normally be around a month and a half before you will be notified of the application outcome.

Scoring:

The application is formed of two parts - the written aspect and the completion of a profile (an Excel form provided with the application to be downloaded).

70% of your overall score will come from the written aspect and 30% of the score will come from the project profile. The weighting of each question will be provided on the ITA document for you to understand the importance of each question.

Grant specification:

Each ITA will have a specific Grant Specification attached - this must be downloaded and read thoroughly prior to applying as it outlines our specific requirements. Whilst specifications are fairly similar for each round there will be key specifics for each round contained within, hence the necessity of reading it thoroughly.

The specification provides information on the level of match funding we require for the application, when the project must end, our specific service requirements ( for example, providing nationally recognised qualifications, undertaking job searches and provision to improve employability skills), the amount of funding available, the expected participants and area groups that we expect you to recruit participants from and engage with, the expected progression percentage rate (for example, the number of participants entering employment, volunteering, or further learning opportunities) and our organisation requirements ( for example, the ability to utilise robust financial controls that ensure compliance with European regulations and ability to ensure all participants are eligible for the project).

Written aspect:

There are seventeen questions - the first seven are the most important as they are 'minimum score' questions, meaning that if you fail on these questions your application will not be fully assessed. These questions are:

  • Please give a description of your proposed project.
  • Please explain how the proposed activities meet the grant specification.
  • Please explain how you will recruit participants, identify and address their needs, support them and meet the targets specified in your project profile.
  • Please explain how you know you will meet the targets specified in your project profile.
  • Please explain how you will make connections and avoid duplication.
  • Please demonstrate that effective arrangements will be in place for the complete management of the project's financial expenditure and ensure these targets are realistic and achievable.
  • Please demonstrate that you have the resources in place to deliver the project, including relevant experience, personnel, processes and resources to use WCVA's online Project Data System (PDS).

The other ten questions are concentrated on how you intend to publicise your project, how you intend to start-up and close down your project adequately, what previous experience you have of running similar projects, how you will manage the main risks for your project, how you will track participant progress when they have left your project, how you will provide Welsh language provision and how you will incorporate themes of anti poverty and social inclusion, sustainable development and equal opportunities into your project.

The weighting of each question will be provided on the ITA for you to understand the importance of each question.

You will be encouraged to provide some supporting documents - letters of support from link organisations, references of performance on previous projects.

Project profile:

The profile contains a section for you to provide proposed financial costs for your Active Inclusion project. It also contains a section for you to populate your proposed participant targets.

In terms of project finances, we use a simplified costs model to ensure that you can fairly reclaim the full cost of running a project. You would compile all your Direct costs:

Direct costs are things that can be clearly attributed to your project - for example, project staff wages, participant training, staff/participant expenses and publicity costs.

Costs are only considered direct 'where a direct link between the cost and the EU supported activities can be demonstrated and easily quantified without the need to consider arbitrary apportionment methodologies.'  - quote from WEFO Eligibility rules and conditions for support from the European Structural Funds 2014-2020.  So if you have to do a complicated calculation, for example based on apportioning staff hours or office space overall, that cost is unlikely to be considered to be a direct cost.

A percentage of your direct staff salary costs (either 15% or 40%) would then be added on to cover indirect costs or 'overheads' (15%) or all other project costs (40%).

Indirect costs are 'eligible costs or activities that your project benefits from in some way but where the value of those costs cannot be directly linked your specific project because it is difficult, or impossible, to quantify a precise amount attributable solely to a project' -  quote from WEFO Eligibility rules and conditions for support from the European Structural Funds 2014-2020.

These would be costs incurred by the project but not 100% directly linked - for example internet/ telephone line rental costs, stationery and/or postage.

Therefore, there is no requirement for indirect costs to be listed in any way.

There will be a match funding element required from all applicants. As mentioned earlier, the percentage will be stated in the grant specification.

Match funding could be formed of In kind costs (non-financial resources made available free of charge to the project from third parties) or volunteer time or could be in the form of cash reserves. However, you cannot use EU funds to match fund your project.

There will be project profile guidance available as an attachment for download with the application.

Applications may be submitted in Welsh. The Welsh version is available on eTender Wales. Any application submitted in Welsh will be treated no less favourably than an application submitted in English

ITA Support:

Technical support regarding use of the eTenderWales system will be provided by the eTendering Helpdesk (0800 3684852).

All questions regarding your application must be submitted through the e-tender messaging system or by calling our Helpdesk using this number - 0800 2888 329.

Before calling please review the online tutorials available.

General Active Inclusion emails can be sent to activeinclusion@wcva.org.uk

Eligibility

Over 25s:

All participants must be either economically inactive or long term unemployed (over 12 months).

Participants will also need to fall into at least one of the following categories:

  • Those with Low/no skills
  • Those with a Work Limiting Health Condition
  • Carers
  • Those from Jobless Households
  • BAME individuals

16-24:

All participants must be not in education, employment or training (NEET). We will be targeting funding at the following groups:

  • Young people aged 18-24
  • Those with Low/no skills
  • Those with disabilities or a work limiting health condition (including substance or alcohol misuse)
  • Carers and people with caring responsibilities
  • Those from Jobless Households
  • BAME people

Participants will not be eligible to join any Active Inclusion project if they:

  • are engaged or eligible to be on a PaCE project.
  • are engaged on the UK Work Programme or Work Choice project
  • are engaged on a Communities for Work project

You will be expected to check whether there is any local, national or regional provision that could be more suitable for prospective participants, for example, TRAC in North Wales or Bridges into Work in the South.

Communities for Work / Communities First:

Welsh Government is running its own ESF project in all Communities First areas: Communities for Work.  Where there is strong justification and proof that there is no duplication, Active Inclusion delivery can occur in these areas.

For Include projects in particular, the first provision to be considered for a Communities First resident should be Communities for Work; only if this is not suitable should an Active Inclusion project be the answer.

Projects will need to prove participant eligibility.