investment agreement template (word doc, 13 pages 52 kb)

8/16/2019 Investment Agreement Template (Word Doc, 13 Pages 52 KB)

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*+ Preliminaries

a+ Parties to t!e agreement

2xplain who the" core agencies who will be involved in delivering the

programme

2xplain whether other agenciesteams will have a role to pla" ' for instanceensuring that familiesindividuals are referred into the programme or deliveringfollow*up support once familiesindividuals exit the programme

!f relevant note an" further plans for developingstrengthening the partnership

b+ Deinitions

)artners ma" want to set out what is meant b" specific terms used in theinvestment agreement

-egal teams ma" be able to advise on whether such definitions are necessar"

,+ Details o t!e programme

a+ Rationale or -oint $or%ing

3hat are the current wa"s in which agencies deliver services to achieve "ourtarget outcomes and what weaknesses have "ou observed in current practice4

,ow will a 5oint*working approach represent an improvement on currentpractice4

b+ #ey elements o t!e Ne$ Delivery Mo'el

3hat new intervention6s7 will be funded under "our communit" budget proposal4

3hat new processes will be wrapped around the deliver" of these newinterventions4

89ou ma" want to include a diagram of the new deliver" model:

c+ Delivery o t!e programme

!n which areas will the intervention6s7 be delivered4 3h" have these areas beenselected4

,ow long will the programme run for4 3ill the programme definitel" finish at theintended end*date or is there potential for it to be retained scaled up or rolledout4

3hat staffing resources and structures ' numbers of ;T2s seniorit" etc * will beestablished to deliver the intervention6s74 2xplain an" differences betweenfrontline administration and research resources4

'+ Evi'ence o strategic it

3hich local sub*regional and national polic" ob5ectives will the programmecontribute towards4

•

2xamples< government communit" budget polic" /reater ManchesterStrateg" agenc" business plans


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.+ Investment an' return on investment

a+ Source o un'ing

!f pooledaligned budgets<3hich funding streams from which agencies will be invested in theprogramme4 3ill the funds be pooled in a single budget or aligned4

,ow will decisions on how to spend pooledaligned budgets be made4

!s all the investment needed for the programme in place or will further funds beallocated in future as existing contracts end or are redesigned4

!f external investor e.g. social impact bonds3ho is proposing to invest4

3ill this investment cover the total needed or are local partners alsocontributing4

3hat is the role of the investor ' e.g. are the" involved in decisions as to howthe funding is spent4

b+ T!e total cost o t!e programme an' its return on investment

3hat is the total and per "ear cost of delivering the programme4

2vidence how this cost is spread across salaries overheads admin andresearch costs etc

-ist an" assumptions that have been made in reaching "our cost figure• 2xamples< cost of delivering an intervention taken from previous

programme x salar" costs taken from directorate business plan

3hat is the 0O! from "our programme forecast b" the /M C+= model 6i.e. futurecost savingsprogramme cost74

,ow does this return on investment compare to the 0O! of "our currentactivities4

=re "ou able to break down future cost savings to show which agencies will

benefit in terms of reduced demand for services4

89ou ma" decide to include detailed outputs from the C+= model as anappendix.:

c+ "ost o in'ivi'ual interventions an' t!eir return on investment

!f relevant to "our proposal "ou ma" want to set out the cost and 0O! of individual elements of "our programme

This information ma" help to explain the sources investment into the programmeand the decisions taken on how savings will be shared or reinvested


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'+ /!at $ill be 'ecommissione' in or'er to realise savings0

!f relevant to "our proposal what percentage of the future savings are "ouconsidering cashable4 Can "ou give a 5ustification for "our answer4

>o "ou know which current servicesprocesses will be decommissioned in order

to realise these savings4 =re all partners committed to this decommissioningstrateg"4

e+ Reinvestment&repayment strategy

!f relevant to "our proposal how will future savings be shared between partnersor reinvested4

3hen will repa"ments or reinvestments be made4

+ Process or monitoring programme spen'

3hat processes will be put in place for monitoring programme expenditure4

3hen will reports on expenditure be produced4

3ho will be responsible for producing these reports4

g+ Agreement on !o$ partners $ill cover uture&unanticipate' costs

=re there elements of programme expenditure that cannot accuratel" be forecastat present4

>o the partners have an agreed approach to dealing with future or unanticipatedprogramme costs4

!f programme costs increase what will be the conse?uences for "our repa"mentreinvestment strateg"4

1+ 2eneits 'elivere' by t!e programme

a+ Agree' beneits stemming rom programme

3hat positive outcomes is "our programme hoping to deliver4 !s the partnershipprioritising certain outcomes4

• 2xamples< reduced drug and alcohol misuse reduced crime and

antisocial behaviour improved educational attainment

,ow do these outcomes map to the work and ob5ectives of the partners4

b+ Perormance in'icators an' targets

3hat indicators will "ou track in order to demonstrate achievement of theseoutcomes4

• 2xamples< number of famil" members involved in =S+ reception "ear

foundation scores number of famil" members attending =@2


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89ou ma" want to provide a long*list of outcomes and indicators as an appendix.:

,as it been confirmed that "ou can access and track these indicators for allprogramme participants4

,ow will "ou track the impact of "our work upon the wider neighbourhoodarea4

• 2xample< regular neighbourhood surve" benchmarked against other

localities

3ill targets be set for changes in these indicators4 3hat is the baselineposition4

c+ 3o$ an' $!en perormance $ill be measure'

>escribe the tasks that will be undertaken in order to performance manage "our programme. 3ill these tasks be undertaken internall" or externall"4

>escribe the resources "ou have available to undertake performancemanagement

3hat will be "our approach to assessing deadweight4

,ow fre?uentl" will performance updates be produced4

3hat approach will the partnership take to data sharing4

'+ 4ualitative researc!

+esides tracking indicators what ?ualitative research will "ou be undertaking4

• 2xamples< focus groups and case studies of participants resident

surve"s

5+ Programme management an' governance

a+ #ey milestones or investment agreement

-ist ke" dates associated with "our programme<

• 2xamples< investment agreement signed*off intervention6s7

commence6s7 mid*point review final evaluation

b+ Governance

3ill one partner act as the -ead )artner4 !f "es what additional roles will the"undertake as -ead )artner4

,ow fre?uentl" will the partnership meet to review progress4

c+ Ris% mitigation

3hat are the ke" risks in relation to the programme4

• 2xamples< excess demand for support inabilit" to engage a ke" deliver"

partner loss of ke" staff

3hat mitigating actions will be undertaken if a risk arises4

'+ Status o partners!ip


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)artners ma" want to set out whether the partnership has an" legal status

-egal teams will be able to advise on whether this is necessar"

6+ Signatories to t!e investment agreement

Signatures of responsible officers from the investor partners and date of sign*off

investment agreement template (word doc, 13 pages 52 kb)

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