Ministry of Training, Colleges and Universities Ontario Self-Employment Benefit (OSEB) 2013-2014 Business Plan Description and Instructions for OSEB Coordinators potx

Ministry of Training, Colleges and Universities Page 1 of 7 OSEB 2013-2014 Business Plan Instructions – Nov. 2012 Ministry of Training, Colleges and Universities Ontario Self-Employment Benefit (OSEB) 2013-2014 Business Plan Description and Instructions for OSEB Coordinators Introduction The Ministry is inviting your organization to continue delivering the Ontario Self-Employment Benefit (OSEB) program under an OSEB agreement from April 1, 2013 to March 31, 2014. The objective of the OSEB program is to provide entrepreneurial skills development support to approved participants to help them develop and implement a business plan and become self- employed. The OSEB program allows participants to concentrate on building a sustainable business by providing them with financial assistance while they receive business advice and support. A priority for 2013-14 will be giving OSEB Coordinators direct access to the ministry’s Case Management System, a module of the Employment Ontario Information System (EOIS-CaMS). Access to EOIS-CaMS will enable Coordinators to enter participant follow-up information directly into the Ministry’s system eliminating the current manual tracking process. EOIS-CaMS is a web- based application which has nominal technical requirements and is compatible with all internet browsers. Details regarding the system’s roll-out to OSEB Coordinators in April 2013, including information on system access, user set-up and training will be provided starting this fall. The OSEB Business Plan process is designed to help OSEB Coordinators plan and articulate how they will coordinate services within the Employment Ontario (EO) network and achieve program indicators and success outcomes within funds allocated by the Ministry in their 2013-14 OSEB agreement. The OSEB 2013-2014 Business Plan OSEB Coordinators must submit a Business Plan, consisting of two templates, for each OSEB agreement they have with the Ministry. If an OSEB Coordinator has more than one service delivery location, the specific activities and budget for each location must be outlined separately within one Business Plan. The OSEB 2013-2014 Business Plan includes the following elements. Template 1 (will be attached to and form part of the agreement with the Ministry): A. Information about the OSEB Coordinator B. Location C. Service Coordination Within the EO Network D. Activities E. Program Indicators and Success Outcomes F. Continuous Improvement Note: Sections B to F will need to be completed for each service delivery location. Please see Appendix A. Template 2: Budget Ministry of Training, Colleges and Universities Page 2 of 7 OSEB 2013-2014 Business Plan Instructions – Nov. 2012 OSEB 2013-2014 Business Plan Submission, Review and Approval Process Step One – Submission 1. Please email a copy of your completed Business Plan with a scanned copy of signatures to the regional MTCU mailbox, copying your Employment and Training Consultant (ETC), by Monday, December 10, 2012 at 5 p.m. If you are unable to scan the signatures, please fax or mail to the Ministry. 2. Once the Ministry receives your OSEB 2013-2014 Business Plan, notification of receipt will be sent to your organization within 10 business days. Step Two – Review 1. Ministry staff will review your OSEB 2013-14 Business Plan submission. 2. An Employment and Training Consultant (ETC) from the Ministry may contact your organization to discuss the submission. Revisions may be negotiated and a final signed resubmission of the OSEB 2013-14 Business Plan (Templates 1 and 2) may be required. Step Three – Approval 1. A letter from the Regional Director will be sent to your organization once the OSEB 2013-14 Business Plan has been approved. 2. An agreement will be sent to your organization for review and signature. The completed, approved and signed Template 1 will be attached to your agreement. OSEB 2013-2014 Business Plan Instructions – Template 1 Template 1 outlines your organization’s location(s), coordination of services within the EO network, program activities, program indicators, success outcomes and plans for continuous improvement. The proposed activities should be a continuation of activities started in 2012-13 under the current agreement. Individuals and participants receiving services as of fiscal year end (current agreement end date) should continue receiving services into the following fiscal year. A. Information about the OSEB Coordinator Please provide your organization’s legal name and signing authorities. Also provide a brief description of your organization and its capacity with respect to delivering the OSEB program. B. Location Please provide the OSEB service delivery location name and address. If delivering services in multiple locations, please see Appendix A. C. Service Coordination within EO Network The OSEB program is part of a broad range of services and programs offered through Employment Ontario’s (EO’s) integrated employment and training network. Employment Service (ES) service providers are responsible for completing an employment service needs assessment, an Employment Service Plan (ESP), and referring individuals to OSEB Coordinators. Please describe how your organization works within the EO Network and with ES service providers specifically. Please include a description of your referral processes (referrals in and referrals out), Ministry of Training, Colleges and Universities Page 3 of 7 OSEB 2013-2014 Business Plan Instructions – Nov. 2012 the ES service providers you work with and what types of information are shared with ES service providers e.g. information about orientation or information sessions. D. Activities Please describe the activities for each service delivery location under the headings Information Sessions, Orientation Sessions and Entrepreneurial Support to explain your service delivery model. Please specify how you will conduct the activities by providing a description in point form for each heading. If you sub-contract any of your services, please provide details. While you may propose minor changes to how you will provide your services (e.g. changes to variety or duration of workshops) for the new fiscal year, it is expected that services in the current agreement will continue. Information Sessions: provide a description of information sessions to be conducted including frequency and duration. Orientation Sessions: provide a description of orientation sessions to be delivered to individuals prior to selection for OSEB, including facilitation of individual’s self-assessment of risks and personal suitability for self-employment. Please include the frequency and duration of the sessions. Entrepreneurial Support:  Provide a description of o Entrepreneurial and technical support and counselling advice to be provided to participants. o Activities including duration of business plan development phase  Average number of counselling/coaching hours per participant  Average number of workshops offered per participant and frequency of intakes. E. Program Indicator and Success Outcome Targets Based on your organization’s activities, please provide targets for program indicators (quarterly) and success outcomes (annual) in the table provided. Definitions for each element are: Program Indicators: # of orientation sessions conducted: This is the number of orientation sessions your organization plans to conduct in each quarter. The annual total is the sum of each quarter. (Step 1 in Program Cycle on page 5) # of individuals who attended orientation sessions: This is the planned number of individuals attending orientation sessions. The annual total is the sum of each quarter. (Step 1 in Program Cycle on page 5) # of individuals who applied for the OSEB program: This is the number of individuals who will apply for the program in each quarter. The annual total is the sum of each quarter. (Step 1 in Program Cycle on page 5) # of business concepts assessed: This is the number of individuals whose business concepts will be assessed in each quarter. This number may include individuals who applied for the program in the previous fiscal year. The annual total is the sum of each quarter. (Step 3 in Program Cycle on page 5) Ministry of Training, Colleges and Universities Page 4 of 7 OSEB 2013-2014 Business Plan Instructions – Nov. 2012 # of individuals recommended for the OSEB program: This is the number of individuals who will be recommended for the OSEB program in each quarter. This number may include individuals who applied for the program in the previous fiscal year. The annual total is the sum of each quarter. (Step 4 in Program Cycle on page 5) # of participants who completed a business plan: This is the number of participants who will complete a business plan in each quarter. This number may include individuals who applied for or participants who started the program in the previous fiscal year. The annual total is the sum of each quarter. (Step 7 in Program Cycle on page 5) # of participants who implemented a business plan: This is the number of participants who will implement a business plan in each quarter. This number may include participants who started the program in the previous fiscal year. The annual total is the sum of each quarter. (Step 8 in Program Cycle on page 5) Success Outcomes: # of participants who completed the OSEB program: This is the number of participants who will complete the OSEB program in 2013-14. This number includes participants who started the program in the previous fiscal year and reflects only those participants who finished the program. # of participants working full time on their business with the business being their primary source of income at program exit: This is the number of participants who, at exit, were working full time on their business with the business being their primary source of income. This number will include participants who started the program in the previous fiscal year. # of participants working full time on their business with the business being their primary source of income 3 months after program exit: This is the number of participants, who, at 3 months, were working full time on their business with the business being their primary source of income. This number will include participants who started the program in the previous fiscal year. Percent of participants satisfied: Based on percentage of participants who answer 4 or 5 on the survey question “On a 1 to 5 scale, how likely are you to recommend OSEB to someone looking for similar services as those you received?” 100% of clients must be given the opportunity to complete the voluntary satisfaction survey. Client satisfaction is based on clients who choose to complete the survey F. Continuous Improvement Please describe your strengths and weaknesses in achieving program indicators and success outcomes, capacity to deliver and service coordination. Subsequently describe measures that will be taken to address issues and to improve strengths. Ministry of Training, Colleges and Universities Page 5 of 7 OSEB 2013-2014 Business Plan Instructions – Nov. 2012 OSEB Program Cycle Individual referred by ES provider to attend orientation session facilitated by OSEB Coordinator OSEB Coordinator assesses business concept (Eligibility & Suitability Template) OSEB Coordinator provides letter of support/non support to client (Documents forwarded to MTCU) MTCU ETC reviews application & supporting documents, informs client of decision. If successful, ETC may negotiate dependent care, transportation costs with client Client becomes an OSEB participant ($423/42 wks) & attends workshops (4 to 12 wks) to assist Business Plan development Participant submits Business Plan to OSEB Coordinator for review & recommendation, then to ETC for review (Agreement can be terminated if plan incomplete or not accepted) Client submits business concept and application to OSEB Coordinator Participant implements Business Plan Business implementation continues as program income Support ends 1 2 3 4 5 6 7 8 Ministry of Training, Colleges and Universities Page 6 of 7 OSEB 2013-2014 Business Plan Instructions – Nov. 2012 OSEB 2013-2014 Business Plan Instructions - Template 2 Template 2 outlines your organization’s OSEB budget and will inform Schedule B of your organization’s OSEB agreement. Maximum funds will be the total value of your 2013-14 funding allocation(s) for all service delivery locations. If there is more than one service delivery location, please complete a budget for each location. There are two types of cost categories allocated to the project: 1. Operating Costs: Operating Costs are administrative overhead costs required for the delivery of the services. These funds are used to provide direct or indirect services to clients and are for day-to-day operations. Some examples of these costs include wages for project staff, materials and supplies, rent, utilities, staff travel, insurance and fees for professional services. 2. Supports for Individuals and Participants: Supports for Individuals and Participants are costs required to provide supports that will be used by a group of participants or to serve participants on an ongoing basis (as opposed to individual costs). Examples may include costs for a group of participants for a specific event or activity or a disability-related cost for a large print screen to be used on an ongoing basis by persons with a disability for workshop purposes. Note: The Ministry may provide funds directly to individuals for dependant care, travel and disability-related costs through the OSEB participant agreement. Ministry of Training, Colleges and Universities Page 7 of 7 OSEB 2013-2014 Business Plan Instructions – Nov. 2012 Appendix A Instructions for Completing Template 1 for Multiple Delivery Sites Enter information in sections B to F for each service delivery location. Please create extra headings for Sections B to F for each location, numbering/naming them as follows: B. Location #1 OSEB Service Delivery Site Name: Location #1 (include address): C. Location #1 Service Coordination within EO Network D. Location #1 Activities Information Sessions: Orientation Sessions: Entrepreneurial Support: E. Location #1 Program Indicators and Success Outcomes <Complete a table of indicators and list of outcomes for Location #1> F. Location #1 Continuous Improvement B. Location #2 OSEB Service Delivery Site Name: Location #2 (include address): C. Location #2 Service Coordination within EO Network D. Location #2 Activities Information Sessions: Orientation Sessions: Entrepreneurial Support: E. Location #2 Program Indicators and Success Outcomes <Complete a table of indicators and list of outcomes for Location #2> F. Location #2 Continuous Improvement B. Location #3 OSEB Service Delivery Site Name: Location #3 (include address): C. Location #3 Service Coordination within EO Network D. Location #3 Activities Information Sessions: Orientation Sessions: Entrepreneurial Support: E. Location #3 Program Indicators and Success Outcomes <Complete a table of indicators and list of outcomes for Location #3> F. Location #3 Continuous Improvement etc. . Ministry of Training, Colleges and Universities Page 1 of 7 OSEB 2013-2014 Business Plan Instructions – Nov. 2012 Ministry of Training, Colleges and. Budget Ministry of Training, Colleges and Universities Page 2 of 7 OSEB 2013-2014 Business Plan Instructions – Nov. 2012 OSEB 2013-2014 Business Plan