National Procurement Training Jackie Foster & Graeme Cook Scottish Procurement & Commercial Directorate 1 st M

1. National Procurement Training Jackie Foster & Graeme CookScottish Procurement & Commercial Directorate1st March 2011 www.procurement.scotland.gov.uk

3. Agenda • Procurement Reform Programme Update  • National Programme Workstreams • Accessibility of Contracts • Collaborative Procurement Process Overview • Consortia Bidding • National Framework Strategy Development • Networking

4. Public Sector Procurement Vision Where a single interface with the public sector facilitates efficiency and competitiveness of suppliers. E.g. IT HW, Telecoms, Office Equipment & Supplies Commodities& Services categorised as A, B or C National Strategies& Contracts:Goods or services of a similar standard or nature Category A Where interface coordinated via a sector CoE. E.g. Wheelie bins, Medical Equipment, Care Services Sector Specific Strategies& Contracts:commodities and Services that tend to be unique to a specific sector, yet common within that sector Category B Where interface coordinated via regional hub or local organisation Local/Regional Strategies & Contracts:where it is appropriate to consolidate requirements on local/ regional basis Category C1 Category C General Strategies & Contracts: Commodities not categorised as A or B.Establishment of contracts will be conducted as the remit of a single organisation. e.g. niche IT applications.

5. Accessibility to Contracts • All Procurement Scotland contracts advertised to ensure that the Scottish Public Sector has access. The Scottish Public Sector will be fully defined in the tender advert but does include: • Police • Fire • NHS • Local Authorities • Central Government (Core departments, Agencies and NDPB’s) • Higher and Further Education

6. National Category Forums (NCFs) Who? • Cross-sectoral advisory groups; • Bring particular expertise in the goods or services in scope for Cat A procurement; • Comprise sectoral procurement staff and representatives from technical and end-user communities; • Nominated by sectoral COEs or appropriate protocol; • Ensure pragmatic procurement strategies are developed and deployed that deliver best value; • Represent support/lead/facilitate wider stakeholder communications and engagement within their sector. Role?

10. Menu of Support for Suppliers

11. Partnership Bidding • Partnership Bids (involving small, medium and / or large firms) have succeeded in winning many places on Procurement Scotland national agreements (a case study will follow) • Bidding in collaboration with other firms can: • Increase your geographical coverage; • Increase the range of services you can offer; and • Allow you to demonstrate a wider range of experience; • Partnership Bids (in any form) will be evaluated by the team • Consortia; • Sub-contracting bids; and • Innovative solutions? • Bidding in partnerships can be very successful but does take time and, should you be successful, will involve legal costs. There is no need to form legally-binding partnerships until you’re sure you’ve won business • Start exploring options today during the networking event • Further opportunities for networking: • Online after this event • Post PQQ /pre ITT?

12. National Procurement Training • Relevant Processes & Policies • Procurement Journey • Procurement Competency Framework • The Procurement Policy Handbook • The Scottish Sustainable Procurement Action Plan • Procurement Capability Assessments

13. Procurement Journey 1

14. Procurement Journeys 2 & 3

15. Procurement Competency Framework Technical Skills; Procurement Process Negotiation Strategy Development & Market Analysis Financial Legal Results Focus Systems Capability Inventory, Logistics & Supply Chain Non Technical Skills; Organisational Awareness Self Management Leadership Communication Relationship Management

16. Supporting Policy • Procurement Policy Handbook; The Procurement Policy Handbook sets out the fundamental rules, behaviours and standards applicable to public procurement activity in Scotland • Scottish Sustainable Action Plan; The Scottish Government has produced the Action Plan to assist the public sector to build sustainable procurement into their corporate culture, take proper account of sustainability in procurement activity and to be able to demonstrate how this is being achieved. • Procurement Capability Assessments; The objective of the PCA is to assist organisations to improve their structure, capability, processes and ultimately performance, by attaining a level of performance that is appropriate to the scale and complexity of their business.

17. Customer Base • 185 major procuring organisations across the Scottish public sector • Review of Public Procurement in Scotland identified just over 250 ‘professionals’ (no definition of ‘professional’) • Total number of procurement officers (part of role)/procurement professionals (majority of role) in Scottish public sector unknown however; • BPIs Jan-Mar 08 data for 39 organisations; • 337 procurement officers (definition more than 50% of time on procurement); 82 with MCIPS • 61 procurement officers (50%+ time on procurement) undertaking formal training for a procurement qualification • Sept 2009; @ 300 staff attended National Procurement Law Training • CIPS Membership in Scotland (October 2009) • Fellows 5 • Members 203 • Students 106 • Others 144

18. Potential Scope of Contract

19. Technology Potential Scope of Contract Technology

20. Sustainable Benefits • Social - Accessibility to training through technology - enables staff with mobility problems to easily access training • Economic - Enabling suppliers of all sizes greater access to competition through: the use of lotting strategies, advertising; encouraging supply base collaboration • Environmental - Using technology to provide training, reducing travel/emissions