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Please state tender opportunity (where applicable)
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This Expression of Interest (EOI)form is designed to allow organisations who wish to work with Pluss to provide us with relevant information. Please ensure that you answer each question. If any
do not apply to you, please state N/A.
1 Organisation information
Organisation name: / Trading name: (if different)
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Registered address: / Website address:
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Company registration and/or charity number:
RN: / Click here to enter text. / CN: / Click here to enter text. /
County: / Postcode: / VAT registration number:
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Name of main contact: / Job title:
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Address: / Office number:
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Mobile number:
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County: / Postcode: / Email address:
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Name of alternative contact: / Job title:
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Address: / Office number:
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Mobile number:
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County: / Postcode: / Email address:
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2 Parent organisation (if applicable)
Parent organisation name: / Please confirm your relationship with immediate controlling parent organisation.
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Registered address: / Wholly owned subsidiary ☐
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Other relationship (please specify below)☐
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County: / Postcode:
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Company registration and/or charity number:
RN: / Click here to enter text. / CN: / Click here to enter text. /
3 Organisation overview
Please tick the box which best describes the legal status of your organisation.
Private Limited Company☐ / Social Enterprise☐
Public Limited Company☐ / Consortium/SPV☐
Registered Charity☐ / Other (please specify below)☐
Public Sector☐ / Click here to enter text. /
4 Financial information
If requested, could you provide three years’ audited accounts or prepared financial statements?
Yes ☐ / No ☐ / (if no, please provide reasons why)
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5 Turnover
Please provide your organisations turnover for the last three years.
Year: / Date: / Turnover:
One / Click here to enter text. / £ / Click here to enter text. /
Two / Click here to enter text. / £ / Click here to enter text. /
Three / Click here to enter text. / £ / Click here to enter text. /
6 Insurance policies held
Policy: / Value: / Date of renewal:
Employer’s liability / Yes ☐ / No ☐ / £ / Click here to enter text. / Click here to enter text. /
Public liability / Yes ☐ / No ☐ / £ / Click here to enter text. / Click here to enter text. /
Professional indemnity / Yes ☐ / No ☐ / £ / Click here to enter text. / Click here to enter text. /
7 Services offered
Please indicate which services you are able to offer (multiple boxes may be selected).
End-to-end provision:
Able to deliver mainstream employment/skills provision to a wide range
of customers across one or more geographical areas / ☐
Specialist end-to-end provision:
Able to deliver employment/skills provision to a specific customer group
across one or more geographic areas / ☐
Short courses/specific elements of provision:
Able to deliver shorter, more specific elements of provision
(e.g. sector specific training) / ☐
Complementary provision provider:
Able to deliver other funded provision on a complementary basis
(e.g. SFA provision – NVQs etc.) / ☐
Specialist:
Delivering specific elements of the service to particular customer groups
(e.g. customers with health conditions/self-employment) / ☐
Strategic partner:
Delivery of complementary services or could be non-delivery strategic
partner (e.g. city strategy, local authority etc.) / ☐
Other:
Please specify below(e.g. equipping/home improvement service related) / ☐
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8 Area(s) of interest
Please indicate all areas where you can deliver your services and specify the relevant local authority areas.
Humber☐ / Northamptonshire☐
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York and North Yorkshire☐ / Coventry and Warwickshire☐
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Sheffield City Region☐ / Swindon and Wiltshire☐
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Leeds City Region☐ / Gloucester☐
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Lancashire☐ / Heart of the South West☐
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Leicester and Leicestershire☐ / Dorset☐
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Stoke-on-Trent and Staffordshire☐ / Cornwall and Isles of Scilly☐
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9 Delivery locations
Geographical area by local authority:
(please specify – e.g. South West, Devon) / Specific delivery
locations: (by town) / Nature of location:
(permanent/temporary)
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10 Services
Please indicate below the services you have experience of, or are accredited to deliver
(multiple boxes may be selected).
Mental health☐ / Young people☐
Learning disability☐ / NEETS☐
Sight impairment☐ / 50+☐
Hearing impairment☐ / Lone parents☐
Autistic spectrum conditions☐ / Ex service personnel☐
Physical disability☐ / Housing☐
Benefits advice☐ / Debt advice☐
Self-employment☐ / Training☐
Information, advice and guidance☐ / Other (please specify below)☐
Skills for life☐ / Click here to enter text. /
Substance and alcohol misuse☐
Offenders☐
11 Policies
Policy: / Policy held? / Updated in the past
12 months?
Anti-bribery / ☐ / ☐ /
Incentives / ☐ / ☐ /
Business Code of Ethics / ☐ / ☐ /
Business Continuity / ☐ / ☐ /
Fraud Protection / ☐ / ☐ /
Whistle Blowing / ☐ / ☐ /
Data Protection and Storage / ☐ / ☐ /
Equality and Diversity / ☐ / ☐ /
Health and Safety / ☐ / ☐ /
Safety of Work Placements / ☐ / ☐ /
Environmental and Sustainability / ☐ / ☐ /
Quality / ☐ / ☐ /
Safeguarding (adults and children
at risk of being vulnerable) / ☐ / ☐ /
Recruitment and Personnel / ☐ / ☐ /
TUPE / ☐ / ☐ /
Disciplinary and Grievance / ☐ / ☐ /
Complaints and Harassment / ☐ / ☐ /
Information Security / ☐ / ☐ /
12 Assessment process
Have you undergone an external assessment process? (e.g. PAT, OFSTED, ESTYN,
ISO 9001, Merlin).
Yes ☐ / No ☐ / (if yes, please state assessing organisation(s), grade(s) and date
of assessment(s))
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13 Performance
Please provide details on contracted services within the last three years.
Funding body/prime contractor: / Customer target group:
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Region: / Contract dates: (from/to) / Customer volumes: (per annum)
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Targets: (e.g. job entry rate, progression, qualifications)
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Outcomes achieved: / Sustained targets: / Sustained achieved:
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Funding body/prime contractor: / Customer target group:
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Region: / Contract dates: (from/to) / Customer volumes: (per annum)
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Targets: (e.g. job entry rate, progression, qualifications)
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Outcomes achieved: / Sustained targets: / Sustained achieved:
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Funding body/prime contractor: / Customer target group:
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Region: / Contract dates: (from/to) / Customer volumes: (per annum)
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Targets: (e.g. job entry rate, progression, qualifications)
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Outcomes achieved: / Contract dates: (from/to) / Sustained achieved:
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14 Standards and accreditations
Please provide details of any standards and accreditations your organisation currently holds or
are working towards.
Standards/accreditations: / Achieved: / Working towards:
Investors in People / ☐ / ☐ /
Merlin Standard / ☐ / ☐ /
MATRIX / ☐ / ☐ /
PQASSO / ☐ / ☐ /
Customer First / ☐ / ☐ /
ISO 27001 / ☐ / ☐ /
ISO 9001 / ☐ / ☐ /
ISO 14001 / ☐ / ☐ /
EQFM Excellence / ☐ / ☐ /
IPPF / ☐ / ☐ /
Training Quality Standard / ☐ / ☐ /
Total Quality Management / ☐ / ☐ /
Positive About Disability / ☐ / ☐ /
Mindful Employer / ☐ / ☐ /
Other (please specify) / ☐ / ☐ /
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15 Memberships
Please provide details of relevant memberships held by your organisation.
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16 Terminated contracts
Has your organisation had any contracts terminated over the last three years?
Yes ☐ / No ☐ / (if yes, please provide details and an explanation below)
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17 Overview
Please provide a brief overview of your organisation including areas not covered elsewhere in
this Expression of Interest. This may include your delivery offer outline, unique selling points,
organisational culture and values, and your top three strengths (500 word maximum).
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18 Administrative order
Has a receiving/administrative or winding up order been made against the organisation or an
individual or has a winding up order been passed or a receiver, manager, administrator equivalent
been appointed?
Yes ☐ / No ☐ / (if yes, please provide details and an explanation below)
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19 Fraud/Disqualifications
Have any of the directors, senior managers or trustees of the organisation been found guilty of fraud, been involved in any company which has had a winding up order or had an administrator appointed, or been disqualified from being a director?
Yes ☐ / No ☐ / (if yes, please provide details and an explanation below)
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20 Legal proceedings
Are there any legal proceedings, including bankruptcy or winding up petitions in progress that may
affect the performance of contract obligations or has the organisation been prosecuted under EU/
National law in the last three years?
Yes ☐ / No ☐ / (if yes, please provide details and an explanation below)
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21 References
Provide a minimum of three customer references, at least one of which is from a commercial contractor:
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22 Obligations
Has the organisation ever failed to fulfil any obligations regarding payment of social security/
UK taxes or possession of a licence/membership of an organisation where the law of the state
required it?
Yes ☐ / No ☐ / (if yes, please provide details and an explanation below)
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23 Existing relationships
Do you have any relationships with Pluss Directors or Senior Managers?
Yes ☐ / No ☐ / (if yes, please provide details and an explanation below)
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24 Additional information
Please use the space below to provide us with any relevant additional information.
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25 Signature
Name of person completing the form: / Position within the organisation:
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Signature: / Date the form was completed:
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If the information you have provided changes, or you no longer want Pluss to retain your information on file, please can you notify us via email:
For Pluss use only
Name of person completing the form: / Position within the organisation:
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Signature: / Date the form was completed:
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Pluss | Expression of Interest1