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Further Education Procurement Toolkit

Further Education Procurement Toolkit. Jo Kavanagh Projects Director NWUPC Ltd. FE Procurement Toolkit. Background to the project Toolkit contents Your opinion Next steps Q & A. Background to the project. The buyer’s responsibilities: To meet user needs To obtain value for money

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Further Education Procurement Toolkit

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  1. Further Education Procurement Toolkit Jo Kavanagh Projects Director NWUPC Ltd

  2. FE Procurement Toolkit • Background to the project • Toolkit contents • Your opinion • Next steps • Q & A

  3. Background to the project • The buyer’s responsibilities: • To meet user needs • To obtain value for money • To conform to organisational policies and procedures • To conform to current legislation • To uphold ethical standards

  4. Background to the project • Department for Children, Schools and Families (DCSF)/Department for Business, Innovation and Skills (BIS) • FELP revamp

  5. Background to the project • Starter Kit – Sara King’s idea • Starter Kit became ‘Introduction to Procurement’ • Old Procurement Guide to be revised • New Procurement Guide – too weighty • How to ……. Guides

  6. Toolkit Contents • Introduction to Procurement contains information on: • Buying goods and services • Getting the best value for your college • Making the best use of resources • Setting up and reviewing procurement processes • Reducing risk • Staying compliant with regulations, including EU legislation • Working to tried and trusted good practice standards

  7. Toolkit Contents • Introduction to Procurement is in an easy to read, standard format: • What • Why • How

  8. Toolkit Contents • Introduction to Procurement contains: • Diagrams • Flow charts, Check Lists • Templates - examples of documents e:g contract register, procurement strategies, risk registers • Case Studies

  9. Toolkit Contents • Introduction to Procurement – main sections cover: • Procurement – a brief overview • Before you get started • Review current position • The procurement process • Putting structures in place • Useful information/links

  10. Toolkit Contents

  11. Toolkit Contents • Introduction to Procurement – examples of specific topics: • Prioritise your work • Review current situation • Procurement process from identification of need to payment • Monitoring supplier performance • Reviewing your own performance

  12. Toolkit Contents • Introduction to Procurement – examples of specific topics: • Setting up a procurement group • Creating a procurement strategy • Minimising risk • Ethical Behaviour • Benchmarking your procurement activities • Winning buy-in from colleagues

  13. THE PROCUREMENT PROCESS • <A> Identify the need to buy (abridged version) • <B> About the need-to-buy process • Before placing an order or inviting quotations or tenders, ask if there really is a need to make a purchase. It’s an obvious question. But it’s surprising how often solutions other than buying can be found. • <B> How your college benefits • Questioning the need to buy may save your college from making expensive mistakes. It should be a part of a formal procurement process • <B> Into action • Different colleges have different ways of identifying the need to purchase. Ideally, there should be a formal method of requesting goods and services which provides a clear audit trail from request to delivery to payment • When a request arrives, don’t be afraid to ask questions. It’s part of the procurement role. Ask: • Are the goods or services needed or wanted? • Is there an alternative to purchasing goods: Can we borrow from other departments? Is leasing an option? • Good practice tip: A specification will help you to ascertain the need to purchase. How to write a specification (link)

  14. Toolkit Contents • As a buyer you have to conform to: • Financial regulations • Purchasing policies and procedure • Public Procurement Directives/EU Regulations • Legal requirements inc FOI Act • Need for more and more information and guidance

  15. Toolkit Contents • Procurement Guide – to be replaced by How to …….. Guides • Examples of Guides: • Quotations • Tenders below EU threshold • Tenders above EU threshold • Contract Law

  16. Toolkit Contents • Future How to ….. Guides: • Writing a Specification • Basic Negotiation • Supplier Appraisal • Purchasing Strategy • Marketing Procurement • Building Networks • Invite tenders for the supply of ……..various

  17. Toolkit Contents • What do you think should be included in: • Introduction to Procurement? • How to Guides? (Ray taking notes now or you can contact him and his team later on procurement_team@aoc.co.uk)

  18. The Next Steps • Road Test Toolkit • Identify amendments needed • Identify gaps • Make relevant changes/fill gaps • Launch • Electronic version will be on FELP

  19. Summary As a buyer you have an important role to play within your College. The more effectively you purchase goods and services the more money your College will have to spend on front line service We hope the Procurement Toolkit will be of help to you in your work

  20. Any questions/comments?

  21. Jo Kavanagh Projects Director NWUPC Ltd Tel: 0161 234 8000 www.nwupc.ac.uk

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