Building Schools for the Future Managed ICT Infrastructure Service

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scope of work template
							Building Schools for the Future – ICT Output Specification




                                   Building Schools for the Future

                              Managed ICT Infrastructure Service

                                   Template Output Specification
           This is a national exemplar which individual projects should customise to reflect local requirements




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Introduction
1. This Output Specification for the ICT provision in BSF secondary schools should be part of an LEA-wide strategy for ICT which in turn should
   be part of an LEA-wide strategy for secondary education. These strategies must be set out in the LEA’s Strategic Business Plan for BSF. The
   LEA’s approach to ICT should be developed in accordance with the DfES vision for ICT in schools set out in “Fulfilling the Potential” (available
   on the DfES website at www.dfes.gov.uk/ictinschools/) and the DfES e-learning strategy (details are available at
   www.dfes.gov.uk/elearningstrategy).

2. The guiding principles which underpin the approach to ICT for the BSF programme are:

        a. ICT provision should be area-based, integrating schools (e.g. across an entire LEA or LEP), and be scalable across the life of the BSF
           programme. An ICT provision that is focussed on the provision of equipment on a school by school basis is unlikely to be value for
           money or provide the basis for a transformational programme. The area-based solution will also enable effective integration of ICT
           services into the wider community.
        b. ICT provision should be seen in similar terms as public utilities by teaching staff, staff and pupils. From their perspective it should be
           simple to use, and integral to the school environment – from the building design stage onwards.
        c. ICT provision should be a viewed as a service that establishes the basis for the long term use of ICT.
        d. ICT provision should be seen as an agent for change, enabling teaching staff and pupils to transform the way they work.

3. The ICT provision should support the work of the school and all those who use its facilities. It should be designed to enable its users to focus
   on teaching and learning and not be diverted into inappropriate technology and system management issues. As such the scope does not
   cover issues such as training for teaching staff in how to use ICT in their teaching and related pedagogy issues – these remain the
   responsibility of LEAs and teaching staff. There are many ways in which the ICT provision can be instrumental in making schools more
   efficient and effective – the most important being the improvement in educational attainment. Other ways in which ICT can impact on school
   and LEA activities include:

        a. Classrooms equipped with projectors and interactive whiteboards, where teaching staff have networked access to them from their own
           computers, can increase the flexibility of the use of school accommodation.
        b. An integrated network within and across schools can mean that computer systems, telephony systems, broadcast technology and
           security systems can use the same cabling and wireless infrastructure reducing costs considerably.
        c. The use of secure wireless networks can mean much less disruption in terms of cabling infrastructure installation, particularly in
           refurbishment projects.

4. The ICT Provision is intended to be procured using conventional capital for the installation and revenue funding for the ongoing support. The
   specification envisages two phases – an initial installation phase and an operational phase – using a renewable five year contract. Payment
   for the installation will be made by milestone payments on the successful conclusion of the installation, and payment during the operational
   phase will be made on an ongoing basis. In each phase, the intention is that some part of the payment will be at risk to performance of the
   service.


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5. The specification is divided into four sections. Section 1 (Installation Requirements) is seen as the essential centrally funded component of all
   BSF projects. Projects. Section 2 (Operational Requirements), Section 3 (Learning Environment Requirements) and Section 4 (Finance and
   Management Requirements) are set out to assist LEAs define their wider requirements according to the availability of wider funding.

6. Because of the rapidly changing nature of technology, the recommended approach to procuring ICT services is to specify an affordability
   ceiling and then negotiate about the quality of proposals, subject to a range of must-have requirements being satisfied. In the first instance,
   essential level requirements are considered to be the standard necessary to establish the baseline service provided under the BSF
   programme. BSF investment funding is intended to meet the requirements at this essential level. [Bidders are invited to submit innovative
   solutions which seek to provide an enhanced level of provision. Local Authorities may provide additional funding to support an enhanced
   managed ICT service where there is a clear cost benefit] [Projects will have to customise the detail of the output specification to reflect the
   level of funding available]


Key Characteristics of ICT Provision
1. The five Key Characteristics of ICT Provision in the BSF programme are:

        a. Holistic and extensible whole area-based service solutions (connecting all ICT equipment) that are used for the delivery of
           software, the transmission of data (including text, graphics, video, voice), and for the provision of access from a single log-on to all
           services including administration systems and LA corporate systems.
        b. Appropriate ICT Equipment and software to enable teaching staff to use digital lesson preparation and delivery, both staff and
           teaching staff to use online administration systems, and pupils to have access to ICT as and when the curriculum and their study
           plans and needs demand.
        c. Networked facilities to support education including baseline software tools (word-processing, spreadsheet, database, graphics,
           image manipulation, email, internet access etc), access to video conferencing and broadcasting facilities, delivery of curriculum
           software and learning materials – all within a secure and appropriately screened environment.
        d. A maintained and supported ICT environment that delivers technology training, engineering support, ICT system management
           facilities(including backup, disaster recovery and helpdesk services), changes, remote access, and security of both access and data.
        e. Hosting and maintenance of learning environments (managed and virtual) that will provide the electronic management of the
           learning process to support teaching and learning; the electronic management of administrative processes to support workforce
           reform initiatives and enhance service delivery while offering best value.

2. These key characteristics should be used to inform the design and development of the ICT Provision.




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ICT Output Specification


Overview

Design and install an ICT provision that will support the delivery of the objectives of the Local Authority Strategy for ICT in education and related
curricular developments. The Service should consist of a networked infrastructure, with ongoing maintenance and support. The design and
installation plan for the ICT provision should be agreed and signed off with the Local Education Authority, and if the installation process takes
place when the school is open, it should minimise any disruption with the running of the school.

The design solution for the Service should:
       Aim to optimise the integration of ICT with the proposed built environment.
       Support the inclusion of learners with special educational needs. Obligations are set out in Education Act, and SEN Code of Practice.
       Be flexible and able to accommodate future changes and developments in technology and the curriculum.
       Propose technology that is mainstream (e.g. widely used across education and business sectors) and proven (e.g. fully beta tested and
       commercially released. In the case of software with at least one update to the original release).
       Consider how best to take account of legacy ICT services, equipment and software in the LEA and schools, and propose appropriate
       protocols and methodologies for dealing with all legacy issues (and, if appropriate, disposal).
       Ensure that during the period of the ICT contract the infrastructure is upgraded to at least current secondary school standards (as defined
       by Becta) and propose an initial infrastructure which seeks to minimise the costs of future ICT contracts.
       Deal with all Health and Safety issues regarding the Service, including how users will be informed of their responsibilities and liabilities.
       Set out how the service provider will work with the LEA to update its Strategic Business Case on an ongoing basis.


The output specification comprises four sections:-

1. Installation Requirements

Design and install a Managed ICT Infrastructure Service for the BSF project schools and within each school that supports the delivery of the ICT
vision as detailed in the Strategic Business Case.


2. Operational Requirements

Provide a proactive and reactive maintenance function (including helpdesk) that will ensure availability of all hardware and network service




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3. Learning Environment Requirements

Host and maintain managed and virtual learning environments which meet the educational outcomes as detailed in section 3, and which following
an audit seek to integrate existing and planned ICT components that can be achieved on a cost effective basis.


4. Finance and Managements Requirements

Provide finance and management arrangements which will enhance the sustainability of the ICT managed service.


Detailed requirements follow below

Defined Terms
Term                      Definition
Service                   Means the ICT Managed Infrastructure Service, including any sub-contracted ICT services.
User                      Means any teacher, learner, other member of school staff or other accredited user who may use the Service
Teaching Space            Means any place where classes happen, or learning takes place, including laboratories and libraries
Teacher Base              Means a room or other place where teachers may work other than in a classroom.
Core School Time          [Means Monday to Friday 08.00 to 18.00 during school term.]
Off-Peak Core School      [Means Monday 00.00 to 08.00, and
Time                      Tuesday to Thursday 18.00 to 08.00 next day during school term, and
                          Friday 18.00 to 24.00, Saturday and Sunday during school term 06.00 to 24.00.]
Non-Core School Time      [Means Saturday, Sunday during school term 00.00 to 06.00, and
                          All days outside school term, including half term breaks (starting at 24.00 on the last day of term, and finishing at 00.00
                          on the first day of term).]
Refresh Pool              Means all laptops, desktops and peripherals for which the default lifespan will be four years.
ICT Room                  Means a teaching room dedicated to the use of ICT, capable of accommodating a minimum of 30 Users
ICT Cluster               Means a group of equipment for 6 users, which can be established in a Teaching Space or Teacher Base.
Legacy                    Is used to describe any facilities that existed prior to the creation of the design and installation plan for a school.
Major Disaster            Means an incident such as a school building being destroyed so that service provision is not possible on the site for a
                          significant period of time.




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Section 1: Installation Requirements

Ref    Item and Description        Essential                                             Enhanced                         Notes
1.1    WAN                         • Prepare a design solution for the ICT service       Prepare an area-based            Local Authorities should set out
                                      which serves the BSF area as defined by the        server solution or other         their approach to the deployment
                                      LEA and [which can be expanded to include          innovative solution which        of networked resources. This can
                                      other educational establishments and other         offers cost effective solution   be in ICT Rooms, or ICT Clusters,
                                      LA operated facilities]                            to the LEA.                      or individual workstations. An
                                                                                                                          area-based server solution can
                                                                                                                          often be much more cost-
                                                                                                                          effective.
                                   •   Prepare a design solution for the ICT service
       LAN                             which aims to optimise integration with the                                        This specification assumes
       Provide a local area            proposed built environment, supports the          Innovative ways of using both    broadband connectivity which is
       network infrastructure in       inclusion policies of the LEA and is able to      fixed and wireless technology    provided by Regional Broadband
       each school with                accommodate future changes in technology          might be considered,             Consortia or LA– but the LAN
       servers and access              and the curriculum.                               including how the                infrastructure must be linked to
       points [fixed and/or        •   The LAN infrastructure should:                    effectiveness of the             the broadband service by the
       wireless].                      o Connect all ICT equipment in the school,        deployment of wireless and       provider.
                                            and link to other schools and LEA sites.     fixed technologies can be
                                       o Provide access to all networked services        maximised and future-proofed     .
                                            (including email. internet access,           across the school and the
       Quality Standard
                                            educational and other services) using a      extent to which wireless
       Establishment of a                   single log-on (preferably from anywhere in   technology is introduced to
       WAN and LAN                          the school estate).                          support the effective
       infrastructure that             o Interface to Local Authority or other           operation of the school within
       facilitates a completely             corporate networks and systems               the LEA, and possibly across
       “joined-up” approach to              necessary to maintain any such               LEAs).
       the use of ICT in, and               connectivity previously available.
       across, schools.                o Incorporate a LAN-based telephony
                                            service with handsets, using voice-over-IP
                                            technology.
                                       o Provide facilities for remote access by
                                            authorised users.
                                       o Use state of the art firewall and virus
                                            prevention software
                                       o Use cache technology as appropriate to


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Ref    Item and Description         Essential                                             Enhanced                         Notes
                                            bring major speed benefits in a school
                                            environment.
1.2    User equipment               • Teacher Toolkits consisting of:                     In the future, users may wish    Local Authorities should address
                                       (a) Personal laptops (or tablet PC) for every      to bring their access devices    charging and storage issues in
       Provide user equipment
                                            teacher that can access the school            to school and access the         their specification if they wish to
       and software.
                                            network (both in school and remotely),        facilities of the network in a   use laptops and/or tablets.
                                            capable of supporting multimedia              controlled and secure way.
                                            presentations (e.g. music, pictures, video)                                    Consideration should be given to
       Quality Standard                     through (wireless) network connectivity to                                     how and when ICT should be
       Sufficient equipment                 whiteboards and projectors;                                                    refreshed. Funding for refresh
       and facilities to enable a      (b) Networked data projectors and/or                                                should be earmarked where this
       step-change in the use               electronic whiteboards in every teaching                                       is required during the period of
       of ICT in education.                 space; and                                                                     the contract. Initial infrastructure
                                       (c) access to e-learning servers to access                                          solutions should consider how
                                            learning materials.                                                            costs of subsequent ICT contracts
                                    • Desktop workstations and/or laptops for use                                          can be minimised.
                                       by learners and other users. DfES guidance
                                       on the ratio of equipment to learners (currently
                                       1:4) should be followed, though innovative
                                       ways of linking learning with ICT can enable
                                       virtual ratios of 1:1 to be achieved (i.e.
                                       learners and other users have access
                                       whenever they need it).
                                    • Baseline software configuration for users
                                       including operating system, email client, web-
                                       browsing, web-creation, word processing,
                                       presentation, spreadsheet, database, image
                                       manipulation, SEN tools, music, video,
                                       graphics design, plug-ins and viewers.
                                    • Printers and peripherals to support the
                                       operation of the school (according to local
                                       choice at school level).
                                    • A register of all equipment should be
                                       maintained.
                                    • Technology refresh recommendations and
                                       management arrangements.



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Ref    Item and Description      Essential                                             Enhanced                        Notes
1.3    Network Services          • Facilities for User Account Management - to         • Consideration should be       Local Authorities are advised to
                                    enable nominated teachers and other staff to          given to a managed           pay particular attention to how
       Provide network
                                    enter, maintain and delete user access                open-architecture            networked services meet their
       services (inc system
                                    accounts and related access permissions               curriculum software          curriculum needs.
       management facilities
       for use by teachers and      Email - each user should have a secure                hosting service to deliver
                                    personal mailbox accessible 24/7 in school            curriculum software as       Video Conferencing technology
       staff).
                                    and elsewhere. There should be a filtering            directed by teachers with    supports the creation of
                                    service that can be configured and managed            an electronic guide for      connected learning communities.
                                    at school level.                                      teachers, library            It can be used not only for
       Quality Standard          • Backup - a backup facility so that backups can         management facilities, a     external use, but also remote
       Acceptable installation      be taken at agreed intervals and critical times.      repository for lesson        viewing of internal events or
       of services.                 Support for disaster recovery planning.               content/ documentation,      lectures.
                                 • Internet - a secure internet service with              and an interactive online
                                    filtering facilities that can be configured and       forum for teachers to log
                                    managed by each school.                               their expertise, to take
                                 • Curriculum software servers.                           part in information
                                 • Broadcast technologies and transmission for            exchange and participate
                                    inter-school communication, wider                     in software evaluation.
                                    communication and for remote delivery of           • More sophisticated
                                    lessons.                                              internet and email
                                 • Telephony systems within and across                    services could be
                                    schools.                                              provided, with greater
                                 • Reporting facilities – to enable teachers and          caching and filtering
                                    staff to obtain reports on the operation of the       facilities, as well as the
                                    ICT service.                                          development of a wider
                                 • Smartcards- to enable a cashless school and            community-based ISP
                                    electronic registration.                              service that could raise
                                 • School security systems- which could include           revenue.
                                    video entry systems and CCTV                       • An area based repository
                                                                                          of curriculum software
                                                                                          could share facilities
                                                                                          across schools.
                                                                                       • Video studio facilities may
                                                                                          also be made
                                                                                          commercially available to
                                                                                          local businesses and for
                                                                                          family link-ups across the


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Ref    Item and Description       Essential                                              Enhanced                          Notes
                                                                                             world.
1.4    Initial Training           Induction training for teachers and staff              A learning laboratory or          Local Authorities should ensure
       Provide initial            • Differentiated training for varying ICT skills       classroom simulator could be      that training is carried out by
                                      levels                                             developed to help teachers        appropriate staff with expertise to
       technology training for
       teachers and school        • Training in operating peripherals                    transform their approach to       deliver training in context.
                                                                                         using ICT in their preparation,
       staff.
                                                                                         delivery and admin of
                                                                                         education.
       Quality Standard
       Delivery of training so
       that teachers and staff
       are able to understand
       and use the technology.
1.5    Legacy Hardware            The LEP should propose procedures that can be          The LEP may wish to               Options for redeploying
       Integration                agreed with each school so that any legacy             consider how to make best         equipment to primary schools
                                  hardware can be tested for possible integration,       use of any legacy equipment.      might be explored by Local
       Integrate any              and issues about suitability/ security etc resolved.                                     Authorities.
       appropriate Legacy         Due to the rapid change cycle in technology,
       Hardware within a          much legacy hardware will not have the capacity
       school.                    to provide an effective service.
1.6    Legacy Software            The LEP should propose procedures that can be          The LEP might propose other
       Integration                agreed with each school so that legacy software        ways in which legacy
                                  can be tested and decisions made about possible        software might be used.
       Integrate any              integration.
       appropriate Legacy
       Software within a school   (Much legacy curriculum software will be delivered
                                  through the Curriculum Software Hosting Service.)
1.7    Legacy School              • The incorporation of access to existing school       The LEP may wish to take a
       Administration                 administration systems, where these are not        broader view of providing
                                      being replaced and where the systems can           school administration
       Incorporate any existing       function without impairing the network. This       systems, possibly in
       School Administration          covers issues relating to interfaces,              conjunction with other LEPs.
       systems into the school        equipment, and equipment maintenance.
       network.
                                  • The LEP helpdesk should manage any
                                      software and user issues that require to be
                                      passed to the software supplier (2nd level
                                      help).


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Section 2      Operational Requirements
Ref   Item and Description                Essential                              Enhanced                           Notes
2.1   Training                            • The LEP should be                    Training can be customised to      Local Authorities will have to
      Provide training in first level          responsible for training ICT      meet local needs, and avoid        identify the level of first line ICT
      servicing of printers and other          authorised school staff - one     overlap with LEA training          authorised staff required in
      peripherals (e.g. change                 staff member for every 200        opportunities.                     schools. This would be a mix of
      cartridges). The training should         pupils - to undertake routine                                        technician and professional
      be tailored to meet individual           activities to include minor       The LEP may want to explore        support.
      school requirements.                     maintenance, first line staff     innovative ways of delivering
                                               support and relocation of         and supporting the training.       The length of training
                                               equipment. This should.                                              programme should reflect local
                                          • Schools should be trained to                                            needs (e.g. 5 days)
                                               disseminate information as
                                               required.
                                          • An initial training programme
                                               for ICT authorised staff as
                                               schools join the BSF
                                               programme followed by an
                                               agreed training programme
                                               (for example 1 day per school
                                               term).
                                          • Through an SLA the LEP
                                               should demonstrate that staff
                                               will have the skills to support
                                               all available equipment
2.2   Ongoing Training                    The LEP should provide                 The LEP should explore the         Local Authorities should ensure
      Provide ongoing and refresher       infrastructure training, which         provision of customised training   that training is carried out by
      training for Users of the Service   should be provided in the two          and should agree performance       appropriate staff with expertise
                                          weeks following granting of User       indicators with the LEA.           to deliver training in context.
      (See 1.4 for Initial training as    access for new users. This should
      part of installation)               include:                               This training could be extended
                                               o induction training              to include curriculum and
                                               o differentiated training for     professional development.
                                                    varying ICT skills levels
                                               o operating peripherals




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Ref   Item and Description              Essential                          Enhanced                        Notes
2.3   Changes to the Service            Ongoing monitoring by the LEP of   The LEP might explore how       Local Authorities will want to
      Support the ongoing delivery of   service delivery to ensure it      this can incorporate customer   ensure that changes are
      the SBC and ICT Strategy by       contributes as specified to the    satisfaction.                   beneficial or at minimum, cost-
      proposing changes to the          achievement of the Local                                           neutral.
      Service                           Authority’s education and
                                        business strategy.

                                        This will include:
                                            o supporting plans
                                            o proposals for modifying
                                                 existing services.
                                            o proposals for new
                                                 services and forecast
                                                 requirements.




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Ref   Item and Description              Essential                             Enhanced                            Notes
2.4   Helpdesk                          • Accessed by nominated               The LEP should might consider       The Local Authority should
      Provide a first level helpdesk        teachers and staff, the           how the helpdesk service could      consider how it wants reporting
      service                               helpdesk will manage              be enhanced, and how the SLA        from the helpdesk (e.g. weekly,
                                            resolution of all incidents       could improve on current            monthly).
                                            including those passed to         practice.
                                            third-party second level                                              It will want the help desk to be
                                            helpdesks.                                                            fully operational before the first
                                        • Helpdesk must be available                                              full implementation installation.
                                            during School Hours, and a
                                            voicemail/email service
                                            should be available at all
                                            other times for Users to report
                                            incidents.
                                        • Helpdesk staff should be
                                            familiar with school use of ICT
                                            and able to relate to teachers
                                            timetabling and curriculum
                                            needs.
                                        • A full Service Level
                                            Agreement should be
                                            developed which will include
                                            non-negotiable operating
                                            parameters and response
                                            times as well as local
                                            variations.
2.5   Maintenance                       This should provide both              The LEP might want to explore       The Local Authority should
      Provide a maintenance and         preventative and reactive             how this requirement could be       require full functionality of all
      engineering service for all ICT   maintenance to ensure full            achieved by over provision so       equipment, services and access
      equipment.                        functionality of all equipment,       as to ensure that the core level    to resources at all times.
                                        services and access to resources      of provision is always available.
                                        within agreed time constraints.




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Ref   Item and Description          Essential                            Enhanced                           Notes
2.6   Anywhere Access               • Provide 7/24/365 internet          The LEP might want to              The management of
      Provide a Remote Access          based access to an agreed         consider how this service might    security/passwords will require
      Service                          proportion of digital resources   be made more widely available      to be identified by the Local
                                       according to User profile:        or provided in different ways to   Authority and the LEP (See
                                            o Teachers                   the wider community.               2.10) and avoid the use of
                                            o Other Staff                                                   multiple passwords.
                                            o Pupils
                                            o Other Learners                                                There are likely to be issues
                                            o Guest.                                                        around contact, supervision and
                                    • The LEP should provide                                                child protection that will need to
                                       information on access for                                            be addressed by the Local
                                       inclusion in Local Authority                                         Authority.
                                       and school communications
                                       with stakeholders.
                                    • The service will be available
                                       to the school community from
                                       all agreed locations including
                                       home use.
2.7   Backup                        • The LEP should provide a           The LEP might want to explore      Local Authorities should
      Provide a daily data backup      back up facility for each         ways of delivering an automatic    develop a full risk management
      facility                         project site.                     backup service, and provide        plan that will allow for
                                    • Periodic confirmation to the       improved standards to those in     catastrophic failure (see 2.9).
                                       Local Authority of the            the Becta guidance.
                                       efficiency of the backup
                                       facilities.
                                    • The backup service to reflect
                                       guidance provided to schools
                                       by Becta including recovery
                                       from off site resource/backup
                                       taken at agreed critical times




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Ref   Item and Description                  Essential                            Enhanced                           Notes
2.8   Disaster recovery                     • Develop and update a               The LEP might consider how to      The LEA should ensure that the
      Provide a Disaster Recovery              contingency plan for all sites,   provide a more comprehensive       LEP’s contingency plan should
      facility so that the Service can be      both Local Authority and LEP.     disaster recovery plan, or         include both ICT disaster and
      fully restored within 7 days of a     • The plan should include            provide for disaster recovery in   buildings disaster.
      major disaster.                          disaster recovery of software     innovative ways.
                                               and hardware (including
                                               servers and other mission
                                               critical equipment and
                                               applications) within a
                                               timeframe of 7 days
                                            • The contingency plans should
                                               be reviewed annually and
                                               within 5 days of any major
                                               disaster.




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Ref    Item and Description              Essential                            Enhanced                         Notes
2.9    Virus Protection                  • This should at minimum             The LEP might want to explore
                                            protect against virus, worm       ways of providing enhanced
       Provide protection against
                                            and Trojan infestation, and       protection with quicker
       viruses and other offensive
                                            protect against other forms of    updates.
       mechanisms.
                                            virus or security breaches.
                                         • Zero tolerance for a known
                                            virus but an agreed procedure
                                            for responding to an unknown
                                            virus. Virus protection
                                            systems should be no more
                                            than 12 hours behind
                                            manufacturers’ latest
                                            definitions.
                                         • This also includes
                                            responsibility to apply
                                            updates and patches to
                                            operating systems and
                                            management software
                                         • Also included should be:
                                            o An agreed procedure for
                                                 informing users
                                            o Periodic confirmation that
                                                 the system is free from
                                                 viruses
2.10   User Account                      • The LEP should propose and         The LEP might want to            Local Authorities should ensure
       Management                           provide agreed procedures to      consider how it can improve on   that time constraints should be
       Provide User account                 safeguard the integrity of the    the one hour target and          agreed to ensure an efficient
       management facilities to enable      service.                          manage user accounts for the     operation of this by the LEP.
       nominated teachers and other      • Teachers should have rights        wider community.
       staff to enter, maintain and         to control key user privileges.
       delete User Access Accounts       • User accounts should be
       and related access permission.       replicated across all systems
                                            without manual interventions.
                                         • User rights should be able to
                                            be modified within one hour




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Ref    Item and Description               Essential                                Enhanced                          Notes
2.11   Change Control                     • The LEP should ensure that a           The LEP might want to             Local Authorities should ensure
       Provide and manage a Change             manageable and quick                consider how it will provide an   that some level of ongoing
       Control service.                        Change Control procedure is         enhanced Change Control           change control (i.e. allowance
                                               developed and operated to           procedure, and provide online     for a certain level of
                                               support changes to the              access to network                 configuration changes) is
                                               service, such as movement of        management systems,               included in their SLA, so as to
                                               equipment and introduction of       configuration records and other   minimise the cost of ongoing
                                               new equipment and software.         facilities.                       changes.
                                          • The change control procedure
                                               should be capable of being
                                               invoked by the LEA or by the
                                               LEP.
                                          • The LEP should maintain all
                                               system records and updates
                                               to the configuration of the
                                               school system.
2.12   Security                           • The LEP should provide and             The LEP might want to explore
       Ensure ongoing security and             operate procedures to               how security can be provide in
       privacy of data.                        maintain the security and           innovative or more cost-
                                               privacy of data stored.             effective ways.
                                          • Firewalls and other security
                                               systems are essential.
                                          • This will includes adherence
                                               to data protection legislation.
2.13   Reports                            The LEP should provide a formal          The LEP might propose novel       A mechanism should be agreed
       Provide reports on the operation   report to the Local Authority on         reporting and data mining         for the Local Authority to sign-
       of the Service.                    the efficiency/effectiveness and         solutions.                        off reports.
                                          rectification of its service delivery.

                                          Quarterly and annual factual
                                          reports should be produced.




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Section 3       Learning Environment Requirements
       This should be clarified through the bid process.

Ref   Item and Description                     Essential                           Enhanced                        Notes
3.1   Learning Environments                    • The LEP should provide a          The LEP might consider how it   This requires an audit of current
      Host a managed learning                     hosting service and systems      can provide an enhanced         and planned developments of
      environment including a virtual             architecture that meets the      service.                        learning environments within
      learning environment.                       following requirement.                                           the LEA and the BSF schools. It
                                               • This service to include:                                          is anticipated that bidders will
      MLE is the electronic management            o Student tracking                                               seek to incorporate these into
      of learning processes to support            o On-line assessments and                                        their solution so as to provide
      teaching and learning. VLE is the                assignments
      components that support the                 o E-learning
      participation of on-line interactions,      o Digital support for
      including on-line learning.                      teachers electronic
                                                       toolkits (whiteboards)
                                                  o Facilitate connected
                                                       learning communities
                                                  o Interface to MIS system
                                                  o Provides an intelligent
                                                       interface to match
                                                       preferred learning styles
                                                       to suitable content
                                                  o Full meta tagging of data
                                                  o Scorm standards
                                                  o Resource creation tools
                                                  o Drop in learning
                                                       resources
                                                  o Evaluation of learning
                                                       activities




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Ref   Item and Description                    Essential                           Enhanced                         Notes
3.2   Virtual workspace                       • The LEP should provide the        Users should be able to use      This will require frequent
      Maintain and operate a virtual             service as required.             their own laptops at school      updating to reflect curriculum
      workspace for every                     • Evidence should be available      within an approval process       change and technological
      pupil/learner/user 24*7*365. Users         that the LEP undertakes          which ensures the integrity of   innovation.
      should be able to personalise their        periodic reviews of available    the network
      workspace                                  technologies                                                      Virtual workspace may be
                                              • Service available to all                                           defined to clone home directory
      Utilise the best available web and         specified locations including                                     to an accessible location which
      content technologies to support            home access to agreed                                             can be accessed over the
      teaching staff and                         digital content.                                                  internet.
      engage/motivate learners.
3.3   School Admin Software                   The LEP should provide software     The LEP might consider how it    Local Authorities should be
      •   Provide, install and support        that meets the specified needs of   can link admin software to       encouraged at this point to re-
          school administration software      the Local Authority and its         security systems and provide     examine their school
          that includes facilities to         schools.                            links to any managed learning    administration solution.
          handle: pupil information and                                           environments and results
          attendance records                                                      services used by the school.
      • admission information
      • SEN coordination
      • Examinations, Assessments
      • Pupil curriculum choices
      • Curriculum modelling and
          planning
      • Timetabling
      • Financial Management (inc
          budgets, purchases, payroll
          etc)
      • Staff Records
      • Reporting and data analysis
      Also to include training for users of
      admin software




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Ref   Item and Description                   Essential                           Enhanced                           Notes
3.4   Service/system Info (MIS)              Provide a service during the Core   The LEP might consider             This would include retaining
      Provide Service/system                 School Day.                         extending the service to include   ongoing work, communication
      information to assist users to                                             out of school hours support.       with teachers/mentors.
      access the system and personal
      workspace including necessary
      security

      This relates to the operation of the
      service, not support for learning.
      Provide induction training and
      helpdesk support.
3.5   Feedback (Assessment                   The LEP should provide the          The LEP might consider             On-line assessments include
      data)                                  service as required.                developing tools that provide      prevailing National tests should
                                                                                 comparative analysis.              where possible should be
      Provide feedback to learners and       The service should aim to reduce                                       available.
      teachers/mentors and school            the workload for teaching staff
      management.                            and minimise the need for formal                                       Comparative information should
                                             assessment.                                                            be available to school/LEA
      This includes progression through                                                                             management.
      learning pathways, assignments
      and comparative assessments of
      individual and group attainment
      levels.

      The service should provide
      learners with feedback on their
      learning profiles.




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Ref   Item and Description                   Essential                             Enhanced                           Notes
3.6   Other Learning Resources               The LEP should provide the            By monitoring learning             More learning should be
                                             service as required, including a      outcomes, the LEP may be           achieved in a shorter time
      Deliver a wide range of learning
                                             service for the procurement of        able to advise LEA on an
      resources, including digital
                                             enhanced resources.                   enhanced range of learning
      curriculum materials, on-line
                                                                                   resources
      mentors, video conferencing and
      e-learning activities.

      The service will secure a
      broadening, enhancement and
      increased relevance of the
      curriculum experience.
3.7   Enhance Direct Teaching                Provide a service that supports       Provide a managed learning         Materials would include
                                             teaching staff in the effective use   environment that provides the      commercial, curriculum on-line,
      Providing digital content to
                                             of a teacher’s toolkit.               platform to facilitate teaching    teacher produced content etc.
      facilitate the use of the teacher’s
                                                                                   staff in a school and across an
      toolkit.
                                                                                   LEA to collaborate in the
                                                                                   production and sharing of multi
      Provide access to a range of multi-
                                                                                   media teaching materials.
      media materials for incorporation
      into direct teaching methodologies.
3.8   Profiling                              The LEP should provide the            The LEP might consider             Required to support:
                                             required service as required          extending the service to include          Attitudes to learning
      The MLE/VLE should be able to
                                             during Core School Hours.             out of schools hours use                  Self-directed learning
      profile pupils and learners needs
      as they use the environment,                                                                                           SEN
      assess aspects of the preferred                                                                                        Gifted and talented
      learning style of the individual and                                                                            pupils
      locate suitable content matching
      those needs.

      The service will provide an
      intelligent interface between
      learner and content so as to adjust
      to preferred learning styles.

      Ensure locating suitable content to
      reflect preferred learning profiles.



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Ref   Item and Description                 Essential                         Enhanced                        Notes
3.9   E-learning techniques                Support the production of a       The LEP might consider how it   Local Authorities will need to
                                           specified element of e-learning   can provide an enhanced level   consider what IPR issues are
      Facilitate development of E-
                                           content                           of e-learning content.          raised and how these will be
      learning techniques to support
                                                                                                             resolved.
      teachers/mentors in the production
      of e-learning content.

      An increased amount of
      teacher/mentor produced learning
      content using a wide range of
      digital teaching technologies




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Section 4: Finance and Management Requirements

Ref   Item and Description                 Essential                             Enhanced                            Notes
4.1   Strategic Business Case              • The LEP, after evaluating the       The LEP should demonstrate          Continuous improvement
      Contribute as required to the           previous year’s performance        that it has effectively monitored   should include revised targets
      annual updating of the Strategic        and monitoring best practice,      the effectiveness of its ICT        for pupil attainment, attendance
      Business Case (SBC) and                 should participate actively        service and is aware of good        etc. and budget provision is
      associated review of the Local          with the Local Authority to        practice, leading to an             made for research and
      Authority Strategy for ICT in           update the SBC for the next        improved SBC                        development.
      Education (ICT Strategy)                phase of investment.
                                              Updating the SBC should
                                              reflect:
                                              o continuous improvement
                                              o technological innovations
                                              o lessons from ICT
                                                   pathfinders
                                              o curriculum change
                                              o educational policy
                                                   developments
                                              o the Local Authority’s ICT
                                                   strategy other relevant
                                                   Local Authority policies
                                                   such as pupil motivation
                                              o opportunities presented
                                                   by emerging technologies
                                              o learning practice
                                                   development
                                              o community engagement
4.2   Local Choice Fund                    • The local choice fund should        The LEP may wish to have a          There is great merit in having
                                              be equivalent to a maximum         different level of local choice     standard offerings from
      Provide a Local Choice Fund to
                                              of 10% of the total installation   fund, provided that other           suppliers focussed on the
      be used by the school to obtain
                                              cost (or a maximum of 20% of       essential requirements are met.     schools market. The LEP may
      equipment, peripherals and
                                              the user equipment and                                                 wish to explore opportunities
      software of its choice.
                                              baseline software cost                                                 with other LEPs.
      This will include furniture
      necessary for the operation of the
      equipment or peripherals.


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Ref   Item and Description                Essential                              Enhanced                          Notes
4.3   Refresh fund                        • The LEP should provide a             The LEP might explore ways of     • The Local Authority should
      Provide a Refresh Fund that will       procedure for managing the          providing an enhanced refresh        ensure that its contractual
      be a sinking fund sized on the         Refresh Fund, and for               service, or providing equipment      arrangements give it full
      basis of today’s prices for            implementing refresh activity.      and software                         involvement in refresh
      replacing all equipment included    • Refresh will cover a defined                                              decisions.
      in the refresh pool. The Refresh       set of equipment and                                                  • The LEA should ensure
      Fund may also cover the cost of        software as appropriate.                                                 that the refresh fund should
      software updates if these are not   • The LEP should maintain a                                                 be of sufficient value to
      included in the original pricing.      register of all equipment                                                provide a sustainable
                                             together with a refresh                                                  refresh at current
                                             recommendation.                                                          equipment ratios.
      Equipment in the refresh pool       • The LEP should make                                                    • The refresh fund can be
      to be refreshed at the point of        available to the Local                                                   established as party of the
      refresh according to decisions         Authority all details in relation                                        initial capital funding
      made by the school at that             to the management of the                                                 allocation, from a
      time.                                  refresh fund.                                                            subsequent capital funding
                                                                                                                      allocation, or from regular
                                                                                                                      payments included in the
                                                                                                                      ongoing unitary charge for
                                                                                                                      operation.
4.4   Health and Safety                   The LEP will be responsible for all
                                          Health and Safety issues
      All equipment, cabling and
                                          regarding the Service, including
      installations should comply with
                                          informing users of their
      relevant Health and Safety
                                          responsibilities and liabilities.
      legislation.




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