Landscape for Unified Funding System (Block Plan/Timetable) Landscape for Unified Funding System (Block Plan/Timetable) Landscape

Landscape for Unified Funding System (Block Plan/Timetable) Landscape for Unified Funding System (Block Plan/Timetable) Landscape for Unified Funding System (Block Plan/Timetable)

Year 2020 Year 2021 Year 2022 Year 2023 Year 2024
FY 19/20 FY 20/21 FY 20/21 FY 21/22 FY 21/22 FY 22/23 FY 22/23 FY 23/24 FY 22/23 FY 23/24
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Pre Election (3 Months) Election Investment TEO's Investment Pre Election (3 Months) Election
Bill Enacted Advice for budget 2021 Budget 2021 TEO's advised of Guidance Budget 2022 End of advised of Guidance
Final Plans plan approval for released Structural plan released
Final Plan Investment submitted 2022 (December) for Transition approval for (December)
Sequencing with TEO's advised of plan
Structural Reform submitted to approval for 2021 Guidance 2023 2023 for 2024
TEC. released

Sector-wide data collection for classification against draft new funding categories (subjects and modes)
Preparation for 2021 data collection - support TEC development of detailed operational guidance and 159L
Develop and test potential new funding categories. Includes approach data definitions, process and approach to collection and verification Prep work for 159L signed-off
to : Monitoring & refinement of funding categories
-SAC rationalisation across subjects - Data monitoring, and analysis following each SDR
-Work with PTE sector to address delivery cost information gaps - Operational insights and sector feedback
- Assign subject-based funding categories to industry training - New analysis of cost data aligned to new funding categories [to confirm - amended Tribal process to include new funding category classifications?]
-Test classification of funding categories for delivery modes (Includes - Modelling of rates
limited data collection/analysis and modelling of relative costs with a
subset of sector experts/TEOs)
2022 Data collection (to include any refinements to definitions/process)
Policy Cabinet
(Funding Early June- First Paper
Category) Targeted engagement/testing of proposed draft of advice to (Includes Drafting Budget 2021 advice
approaches to the new funding category Minister share timing &
:--> system. with snr. leaders approach for
OPEX/CAPEX for Govt agencies to implement the new solution/system Confirm any Drafting advice to Minister
Announce new
changes to - Results of 2021 distributional analysis
TEC + MoE the next two funding Cabinet paper rates
years) - Confirm new funding category and rates for allocation of 2023 funding (final decisions for
category
Drafting advice to Minister. Includes: definitions the shape of the
- Potential Subject/Mode definitions and process UFS, funding policy
- Advise on timing of rollout of system (TEC IT System?) changes,
- Impact to the System (Overall system e.g. School , degrees) for 2022
implementation
- Transition and implementation Advice paper phasing (how to
Advice to Minster about Decision point
to Minister pay)
Mid-Late June
the UFS Plan for Project
Advise to Minister structure
Decision point for Project Phased implementation from 2023 - phasing to be discussed.
structure

`
`

Data monitoring: incl. analysis following each SDR/ITR + distributional modelling/impact (to include any refinement to definition/processes) Informing providers of funding

Data definitions for low prior quals & isolated learners, Rate setting Phased implementation from 2023 - phasing to be discussed.
Policy Sector engagement on data definitions
(learner-
based:
Māori,
Policy thinking for Māori + Pacific Policy analysis (incl. assessing performance metrics, links to funding, interactions between components
Pacific, low
prior qual,
isolated
learners)
Sector engagement on framework for Drafting advice to Minister, includes:
Advice to Minster incl. Drafting advice to Ministers, includes: performance -Approaches to linking funding to each group and length of funding
need to engage with - Data (what we have, where quality improvement is needed and
sector on data what we don't have) -A framework for strategic commitments (link to strat. component)
definitions for isolated + - Proposed timing and phasing (incl. for comms to the sector and -Results of 2021 distributional modelling/impact + interactions between
LPQ engagement) components Advice to
-Rates and amounts for funding for each learner group Cabinet paper
Minister

Ops design

Notifying providers of data needed

Disability and tertiary education research for on disabled learners

Scoping a potential work programme - more thinking and detail Policy research + data definition and (A) collection design
Data monitoring: including analysis following each SDR/ITR + distributional modelling/impact (to include any refinement to
definition/processes)
Policy Cost modelling + rate setting
Policy analysis on all three approaches (bulk fund approach, system wide approach, direct service purchase)
(learner- Drafting advice to Ministers:
based: -Quality of data needs improving
disabled -Proposed timing and phasing (incl. engagement on data
definition)
learners) Drafting advice to Minister, includes: Drafting advice to Minister, includes:
- Update on analysis - Approaches to linking funding and length of funding
- Next steps - Results of distributional analysis + interactions w
other components
Advice to - Rates and amounts
Cabinet paper
Minister
Advice to Cabinet
Minister paper?

Policy
(Strategic
Funding)

Paper to Minister
agreeing to consult a
variation to the Equity Report back to the
Intent & purpose to Cab; Edits to the Equity 159L, with the caveat Minister on the Refinement and re-work for 2023 funding year subject to wider
159L discussed and agreed by MoE/TEC consultation and UFS work
that we will consult
once the money has get agreement
been announced (pending the
results of
consultation) on
First Steps: the 159L
Consultation via letter with affected parties,
LPA begun the day after or close to the
announcement of the fund

SPG & other

Confirm data definitions and initial modelling comms to TEOs; Approve 2021
data indicative allocs 1 allocs Pay and monitor
June

Modelling allocations; establish "how to" for Approve indicative Op Policy, FMP, IS work on systemising allocation modelling and approval within TEC Incl. within general fund alloc processes for Refinement and re-work for 2023 funding year subject to wider
Invest Round allocs systems ready for 2021 allocations (for 2022 funding) 2022 funding UFS work

Intent for Cabinet Annoucement

Operational analysis of contestable funding

Delegration design - Operational Initial comms and Engagement EOI Assessment, Rec's to TEC
intent description and guidance - what Full applications open panels, ELT Potential new application round
criteria guidance drafted we want for design opens approvals Board
First Steps:
Strategic
Outcome
Delegation issued communicate
d

Design and development of app process, comms, monitoring, Contract negotiation Projects continue - performance monitoring
guidance, training Projects commence

T&I advice
Activities to support policy design Transition and implementation (T&I) analysis, advice and change management
Transition and implementation Ongoing support for policy workstream
Transition and implementation (T&I) analysis Policy design Impact analysis
First steps Engagement with the sector and internal teams
Other advice (int/ext) Working with other dependent projects, the sector and internal teams to design and implement

Initial engagement about long term imp. Implementation engagement: impacts and timelines
Implemen
tation
Design 2023 - Project impact scoping and high level design (HLD)
Investment plan process (and off-plan): How do we best support to role out UFS to achieve UFS outcomes within the plan process? e.g. application process, 2023 - Detailed design (extension of HLD)
Investment plan process (and off-plan)
MOPs, deadlines, guidelines, assessment criteria, link to monitoring and payments etc. Business processes
Business processes: Impact on processes stock take, roles and responsibilties,org design, commence liason with change management 2023 initial guidance released 2023 Supplementary guidance released
Operational policies
Operational policies: Guidance (interpretation), tools and templates, funding conditions Monitoring activities
Monitoring activities: Monitoring (performance) frameworks, regular plan mointoring, MCO compliance Funding and allocation, payments
Funding and allocation, payments: Allocation and wash-up methodologies, stock take and impact assess., FMP changes

2024 - Detailed design:

Investment plan; Business processes; Operational policies; Monitoring activities; Payment options
2024: guidance released

DC 2024: Costing for 2021 budget (opex for analysis and design work) DC 2024: Costing for permanent solution (opex/capex) ITR ceases

DC 2024 (Data 2020) onwards: Analysis and design work on data collection requirements for the future. DC 2024 (Data 2020) onwards: Finalise and release
DC 2021: detailed design & specifications Working with TEOs, agencies, SMS/TMS vendors detail specifications TEC - tender? DC 2024 (Data 2020) onwards: Permanent solution build (TEC, MoE, SMS & TMS vendors) DC 2024 (Data 2020) goes live, full comms and support etc.

DC 2021: Specs, requirements etc. to TEOs;

DC 2021: If sample data collection - commence Feb-2021 and continue DC 2022: If sample data collection - continue to collect 2022 data
Ongoing engagement and guidance
UFS data DC 2021: If IPI / SDR /
DC 2021: If IPI / SDR / ITR PG with transition and allocation DC 2021: If IPI / SDR / ITR - final DC 2022: If IPI / SDR / ITR -
DC 2022: If IPI / SDR DC 2022: If IPI / SDR / ITR
DC 2023: If IPI / SDR /
DC 2023: If IPI / SDR /
DC 2023: If IPI / SDR / ITR -
collections DC 2021: "build" as required; could include IPI, DW etc. work ITR - first data / ITR - second data - final 2022 data ITR - second data
collection - second data collection approach to TEOs 2021 data collection first data collection collection collection ITR - first data collection collection final 2022 data collection

SPG & other

comms to TEOs; Approve 2023 Wash-up
DC 2021: Design of processes, operational policies, monitoring, analyses etc. DC 2021: Data analysis, monitoring DC 2021: Utilise data collected to determine funding allocations for 2023 2023 Funding provided to TEOs based on UFS transitional arrangements
indicative allocs 1 2023 allocs payments +/-
June

DC 2021: Targeted engagement w TEOs (incl DC 2021: Guidance, ongoing engagement, feedback, resubmits process with TEOs DC 2022: Guidance, ongoing engagement, feedback, resubmits process with TEOs DC 2022: Guidance, ongoing engagement, feedback, resubmits process with TEOs
ITOs)
159L work in 2022 too late - need ready to go with Cabinet paper
Comms (Public Targeted & TEO's) - Targeted but not neglecting to Support for
Comms to expand on UFS announcement Support for
Engagemen Support for the targeted engagement/testing of proposed approaches inform. Announce 'first Funding calculated band communicated Announce
t& phase' rates 'first phase'
Support for sector communication of TEC’s new data collection from 2021 rates
Comms :-->
Engagement with Organisation (‘first phase’ )

Fixed Points (These are the activities which are outside project and happen at certain time)

Policy (funding Category) related activities/work LB: key changed so blue covers all Policy work
Legends Implementation & Design related activities/work

Engagement & Comms related activities/work

Key Deliverables/Millstones/Critical Path

 UFS W

S.No WorkStreams Task/Activity

Advice to Minister Hipkins on timetable for UFS and

1 Policy (Funding Category) responding to questions arising from strategy session
papers

2 Policy (Funding Category) Technical wokrshop on funding category design :

3 Policy (Funding Category) ‘Peak bodies’ type meetings

4 Policy (Funding Category) Implementation design engagement

5 Policy (Funding Category) Funding Reference Group meetings

6 Policy (Funding Category) Draft "Advice to Minister Hipkins"

Share "Advice to Minister Hipkins" with Programme Board

7 Policy (Funding Category)
and Steering Group

8 Policy (Funding Category) Send the paper to Minister "Advice to Minister Hipkins"
9 Policy (Funding Category) Cabinet Paper

10 Policy (Funding Category) Drafting Budget 2021 advice

Confirm any changes to funding category definitions and

11 Policy (Funding Category)
process for 2022

12 Policy (Funding Category) Drafting 'advice to Minister'

Share "Advice to Minister Hipkins" with Programme Board

13 Policy (Funding Category)
and Steering Group

14 Policy (Funding Category) Send the paper to Minister "Advice to Minister Hipkins"

15 Policy (Funding Category) Cabinet Paper

16 Policy (Funding Category) Announce new rates

Policy (learner-based:
17 Māori, Pacific, low prior Data definitions
qual, isolated learners)
 Policy (learner-based:
18 Māori, Pacific, low prior Draft "Advice to Minister Hipkins"
qual, isolated learners)

Policy (learner-based:
19 Policy analysis (incl. assessing performance metrics, links to
Māori, Pacific, low prior
funding, interactions between components
qual, isolated learners)

Policy (learner-based:
Drafting 'advice to Minister'
21 Māori, Pacific, low prior
qual, isolated learners)

Policy (learner-based: Scoping a potential work programme - more thinking and

22
disabled learners) detail

Policy (learner-based:
19 Policy research + data definition and (A) collection design
disabled learners)

Policy (learner-based: Policy analysis on all three approaches (bulk fund

20
disabled learners) approach, system wide approach, direct service purchase)

Policy (learner-based: Drafting 'advice to Minister'

21
disabled learners)

Policy (learner-based:
22 Notifying providers of data needed for on disabled learners
disabled learners)

Policy (learner-based:
23 Data monitoring
disabled learners)

24 Policy (learner-based: Drafting 'advice to Minister'

disabled learners)

Policy (learner-based: Share "Advice to Minister Hipkins" with Programme Board

25
disabled learners) and Steering Group

Policy (learner-based:
26 Send the paper to Minister "Advice to Minister Hipkins"
disabled learners)
 UFS Work item -Plan

Description (Further details include: )

• Why are we doing this task?
• What needs to get done to carry out and complete this task and how will it be carried Start Date End Date
out?
• Is any external engagement needed?
• What will this produce - products and outputs?
• Is t Deliverable Milestone

Brief: This briefing focuses on discussing the key dates and milestones of the UFS
and the risks and trade-offs associated with them. It also provides further advice
on the learner and strategic components of the UFS. Yes No 15th Jan 2020 31st March 2020
Outcome : An update paper to Minister

Brief: Workshops with technical experts in March/April/May to inform the design

of new delivery mode–based funding categories.
Activities / Worshops
Online learning (Workshop 1)
Work-based/work-integrated learning (Workshop 2)
No Yes 1st Mar 2020 31st May 2020
Classifying potential mode-based funding categories (Workshop 3);
Funding category classification modes (Workshop 4).

Outcome : Draft mode of delievry (Starter for 10)

Engage with tertiary education peak bodies on high-level direction for the UFS and
No No 1st Mar 2020 30th June 2020
to signal expected new sector-wide data collection in 2021.

??? This needs to be worked out with Comms & Engagment Team. Isn't? No Yes 1st Mar 2020 31st May 2020

Monthly meetings to assist with design tasks No Yes 1st Feb 2020 30th June 2020

-Report back on funding categories and engagement (FC)

.

-Information about the system and IT implications of new data collection (ID)
-short term
-long term
-2021 implementation costs for the sector (ID)
-SAC rationalisation and industry training field of study assignment (FC)
-Context/interdependencies (P)
No No 15th Mar 2020 15th June 2020
-Forward work programme (ID and P)
-What happens Budget 2021 versus Budget 22 (P)
-contingency in Budget 2021?
-Framework for the approach to each learner group and the interactions between
these groups (L)
-Update on approaches to funding for disabled learners (L)

Possible Recoomendations
- Agree to funding categories data definitions for 2021 collection
- Agree to the approach for SAC rationalisation and industry training subject
assignment
No No 15th June 2020 30th June 2020
- Agree to whether or not a Cabinet paper is required
- Agree to approach for learner groups and their interactions

Possible Recoomendations
- Agree to funding categories data definitions for 2021 collection
- Agree to the approach for SAC rationalisation and industry training subject
assignment
Yes Yes 20th June 2020 30th June 2020
- Agree to whether or not a Cabinet paper is required
- Agree to approach for learner groups and their interactions
 Possible Recoomendations
- Agree to funding categories data definitions for 2021 collection
- Agree to the approach for SAC rationalisation and industry training subject
assignment Yes Yes 30th June 2020 31st July 2020
- Agree to whether or not a Cabinet paper is required
- Agree to approach for learner groups and their interactions

OPEX/CAPEX for Govt agencies to implement the new solution/system Yes Yes 1st Oct 2020 31st April 2021

Confirm any changes to funding category definitions and process for 2022 Yes Yes 1st Sep 2021 31st Sep 2021

- Results of 2021 distributional analysis Yes Yes 1st Oct 2021 28th Feb 2022
- Confirm new funding category and rates for allocation of 2023 funding

- Results of 2021 distributional analysis

Yes No 28th Feb 2022 15th Mar 2022
- Confirm new funding category and rates for allocation of 2023 funding

- Results of 2021 distributional analysis

Yes Yes 15th Mar 2022 31st Mar 2022
- Confirm new funding category and rates for allocation of 2023 funding

(final decisions for the shape of the UFS, funding policy changes, implementation Yes Yes 15th Mar 2022 31st Mar 2022
phasing (how to pay)

Announce new rates Yes Yes 31st May 2022 31st May 2022

Data definitions for low prior quals & isolated learners,

Yes Yes 1st March 2020 1st April 2020
Sector engagement on data definitions
. - Data (what we have, where quality improvement is needed and what we don't
have) Yes Yes 15th Mar 2020 15th June 2020
- Proposed timing and phasing (incl. for comms to the sector and engagement)

Policy analysis (incl. assessing performance metrics, links to funding, interactions Yes Yes 1st May 2020 31st Dec 2020
between components

.-Approaches to linking funding to each group and length of funding

-A framework for strategic commitments (link to strat. component)
-Results of 2021 distributional modelling/impact + interactions between Yes Yes 1st Oct 2021 28th Feb 2022
components
-Rates and amounts for funding for each learner group

Scoping a potential work programme - more thinking and detail No No 1st Feb 2020 31st April 2020

Policy analysis (incl. assessing performance metrics, links to funding, interactions

Yes Yes 1st May 2020 31st Dec 2021
between components

Policy analysis on all three approaches (bulk fund approach, system wide
Yes Yes 1st Jan 2021 31st Dec 2021
approach, direct service purchase)

.- Update on analysis
Yes Yes 1st Oct 2021 28th Feb 2022
- Next steps

Notifying providers of data needed for on disabled learners Yes Yes 1st Mar 2022 31st april 2022

Data monitoring: including analysis following each SDR/ITR + distributional

modelling/impact (to include any refinement to definition/processes) No No 1st April 2022 1st Jan 2023
Cost modelling + rate setting

.Drafting advice to Minister, includes:

- Approaches to linking funding and length of funding Yes Yes 1st Nov 2022 28th Feb 2023
- Results of distributional analysis + interactions w other components
- Rates and amounts

.Drafting advice to Minister, includes:

- Approaches to linking funding and length of funding
Yes No 1st Mar 2023 30th Mar 2023
- Results of distributional analysis + interactions w other components
- Rates and amounts

.Drafting advice to Minister, includes:

- Approaches to linking funding and length of funding
Yes Yes 30th Mar 2023 31st April 2023
- Results of distributional analysis + interactions w other components
- Rates and amounts
 Who?
• Who will lead this? Critical Path
• Who else will work on this
• What will they do?

Comments

lead by Marny and inputs Yes

from all

Hayley (Workshop 1 & 2)

Yes
David (Workshop 3 & 4)

Vic (Supported by Comms

& Engagment Team) + TBC

TEC + MoE No

Nicole (TBC) No

Marny (Nicole to
cordinate) In close No
collobration with Johnny

Marny (Nicole to
cordinate) In close No
collobration with Johnny

Marny Yes
 Marny + Vic

Marny

Marny

Marny (Nicole to
cordinate) In close
collobration with Johnny

Marny (Nicole to
cordinate) In close
collobration with Johnny

Marny Yes

Marny + Vic Yes

Marny + Vic
Tina + Ammera

Tina + Ammera

Tina + Ammera

Tina + Ammera

Tina + Ammera

Tina + Ammera

Tina + Ammera

Tina + Ammera

Tina + Ammera

Tina + Ammera

Tina + Ammera

Tina + Ammera
 Policy
- Overall Policy Lead, overs
- Helping to ensure alignm
Project Lead
(Vic)
Learner's Component
(Tina)

Work with the case study

Oversight of resources providers to obtain more
and planning information on student support
(Vic) services & associated cost
(Tina + Ameera)

Managing Up Focus on
(Programme board, Young Leaners (Low Prior
Minister Office, Deputy Qualification)
Sec.) Maori + Pacific
(Vic) (Tina)

Review Product TSPA analytic support to inform

(Not Intellectual advice on learners in isolated
leadership) areas.
(Vic) (Tina)
 Resolving Gaps &
confusion
(Vic) . -Responsible for developing +
producing policy
- Advice to the Minister
- how its is linked to different
policy gaps
Senior Level Sector (Liz, TSPA, and Tina)
leadership
(Vic)

Keeping Distraction away Isolated Leaners

from the Team Disable Learners
(Vic) (Ameera)

Data analysis scenarios,

Implementation questions
(Emma/Catherine and the
operational design leads)

Data analysis support for cost

modelling policy options
-across learners component
- funding category work
(TEC/TSPA/POLICY SPLIT)
Peak bodies engagment-
UFS content support (e.g.
designing wokrshops)
 Unified Fun
Policy Design (Marny)
- Overall Policy Lead, oversight/quality assurance of policy work package
- Helping to ensure alignment across policy/Comms/ operational work

Strategic funding: (short

Funding Categories (Marny) term support
(Georgia)

Identifying options for mode based

delivery options- workshop 3 Planning and June
advice to Minister
(David Eyre)

Costing options for mode based delivery

-workshop 4
(David Eyre)

Analytic work and modelling support

(TSPA/Liz)
 Identifying options for mode based
delivery options- workshop 3
(David Eyre)

Any follow up work with case study PTEs

and workshop participants to analyse any
new costing data” –( David/Scott with
TSPA tbc)

Supporting workshops + Analytics (David

Eyre)

Costing options for mode based delivery

-workshop 4 (David Eyre)

“Funding category operational design lead

– (Liz)

“Develop advice on an approach to

rationalising subject classifications and
assign subject classifications to industry
training – (Hayley tbc)
Develop advice on potential mode-based
funding categories for data collection in
2021 – (Hayley/David/Scott tbc)

Consider impacts and coherence of

funding category proposals as a package
of related reforms -
(Marny)

Keys Ops contract for

policy workstreams?
-Learners
What happen past workshop? - Funding Category
- Strategic
- Cross System
 Unified Funding System Project Stru
y)
policy work package
/ operational work
Engagement + Comms
(Kristy)

Cross System FRG Chair + Securitate

(Nicole + Phil) (TBD)

Provide holistic advice on policy Planning agenda Preparing /edition

based on implication of /Coordinate papers PowerPoints for audience.
implementation Note taking (occasionally)
(JTC) (??) (Nicole)

Logistics support
Coordination of Paper and
connecting with other Note taking + Support Engagement + commns
workstreams at meeting planning + products
(Nicole) (Kyle) (Under - resources)
(Kimberley)

Develop draft
Supporting and Engaging with
Jeremy M Comms/engagement plan
External / objective thinkers
(Chair) for review
(Emma) (JTC)
Looking for Black holes / blind . -identifying opportunities
spots
(Nicole)

Reviewing
-Contents/Inputs/drafting
Related System wide and ops - Internal overview sessions
questions to resolve - Engaging with Externals
- Prog/qual/course funding (Emma)
- limited credit IT
- 159L rules & negs IT/SAC
How to handle work based
learning
(NZQA/TEC Intersect with
programme funding approval)

Thinking & Monitoring inter

dependencies
(Nicole)

Cross UFS policy especially

performance (Phil)

Modelling the implications for

TEO funding of the full package
of policy changes (from August
2021)’ – (TSPA/Liz)
 Question / Concern areas
Who What When
- Internal
- External
Project Structure & Role
Implementation Design (Johnny)
- Oversight of the implementation design wok stream
- Ensuring implementation design delivering what its committed to do

Investment Planning &

Data Analysis & System Monitoring (Catherine) Process
(Liz)
(Emma)

Policy contact point for Leading Design of

the Funding Category Implementation plan + UFS
data elements
(Hayley) .- - Performance Consequence (Emma)
Framework
-Monitoring and Audit
Framework
- Confirm Data / Information
Requirements
(Catherine)
Anything, as required Coordinate scope of this work
Liaison between TEC & across TEC
MoE (TSPA) (Other inputs )
(Liz) (Emma)

Plan Monitoring SME

(Liz)
Keep in touch /
coordinated with other
relevant TEC data related
stuff (e.g. Data 2020)
(Liz)
 Keep in touch /
coordinated with other
relevant TEC data related
stuff (e.g. Data 2020)
(Liz)
Concern areas
 y)
am
mitted to do

First Step
Cross TEC Impact
(Johnny: To check and Learners First Step Strategic First Step
come back)

Policy Lead (Tina) Policy Lead (Hayley)

Coordination of
Implementation design
work /advice documentation
-drafting investment plan
section
- Linking test, framework etc.

(Emma) Operation design Operation design -Lead

-Lead (Emma)
(Liz

Develop impact assessment

Funding instrument Funding instrument
of UFS on TEC BAU and
Coordinator Coordinator
Teams
(JTC) (Nicole) (Nicole)
Cross project stuff -e.g. data TEC Variation process
collection funding allocation coordinator
(SME) (??)

Provide Sense check advice

to implementation design
team on approach to work
and subject matter
(JTC)
Input into advice document
form all the Implementation
design team
(CD.LB,JTC,EP)
 Project Management &
Coordination
(Sanjay + Tracey)

Risk/Issues
Analysing & managing project
risk/issues

OPM Priority project

reporting at TEC 'ELT + Board
(Emma)\

Project & Resource planning

Support in sequencing
activities
- Support in estimation of the
duration
Identifying key <milestone &
Deliverables
Project & Resource planning
Support in sequencing
activities
- Support in estimation of the
duration
Identifying key <milestone &
Deliverables

Tracking & reporting project

progress

Contract/SoW/RSO support

Budget
-cost Estimation
- forecast
- Finance reporting
 Unified Funding System Project S
Unified Funding System Project Struc
Policy Design
(Marny)
Project Lead
(Vic) Learner's Component
Funding Categories (Marny- Need Strategic funding: (short term
to clarify) support :Hayley )
Cross System
Engagement + Comms
(Kimberley - A new person is
FRG Chair + Securitate
(Tina) (Nicole + Phil) (TBD)
(Georgia) being recruited)

Keys Ops contract for policy

workstreams?
Peak bodies engagment- UFS Who What When
content support (e.g. What happen past workshop? -Learners - Internal
- Funding Category
designing wokrshops) - External
- Strategic
- Cross System

Cross RoVE Project Cross RoVE Projects

Key Operational contacts for policy

wokrstream ?
- Lerners Key interact between
- funding Category implementation & Policy
- Strategic
-Cross System

Question / Concern
tem Project Structure & Role
System Project Structure & Role
Implementation Design
(Johnny) First Steps
Project Management &
Investment Planning & Cross TEC Impact Coordination
Data Analysis & System Monitoring (Catherine) Process (Johnny: To check and Policy Implementation (Sherrie) (Sanjay)
(Liz) (TBC)
(Emma) come back)

Input into advice document form Budget

all the Implementation design -cost Estimation
team - forecast
(CD.LB,JTC,EP) - Finance reporting

Transition
Change management to TEC Revising of issue / risk / parking lot
Impact analysis

Approach to developing task /

work + Adding Programme
allocation

Project Management
- Planning Task Id
- Issues
- Risks

n / Concern areas
 UFS PID Brief Plan

Task/Activity Start Date End Date

S.No Description (if required)

1 Project Scope Defination and out of scope

2 Constraints, assumptions and dependencies

3 Project Plan

4 Deliverables

5 Outcome

6 Project Landscape (timelines)

7 Project Team structure

Project block plan

8

Key Milestones
9

Risk & Issues

10

Finaince
11

Draft PID version 0.1 3rd April 2020

12

Draft PID version 0.2 15th April 2020

13

Draft PID version 0.3 30th April 2020

14
UFS PID Brief Plan

Drafter Reviewer

Comments

Marny/Johnny/Vic Vic

Marny/Johnny/Sanjay Vic

Marny/Johnny/Sanjay Vic

Ange Sanjay/Vic/Marny/Johnny

Marny/Johnny/Vic Vic

Sanjay Vic

Sanjay Vic

Ange Marny/Johnny/Sanjay/Vic

Marny/Johnny/Sanjay + Ange Vic

Marny/Johnny/Sanjay + Brian Vic

Adam Vic + Sanjay

Sanjay Vic

Sanjay+ Vic PMO

Sanjay+ Vic PLG + PB