Web Based Supplier Approval

1. Web Based Supplier Approval CQI Wessex Branch14th October 2010 Sandy DuncanHead of Sales, Exor Management Services

2. Introducing –Exor Management Services

3. Introduction EMS = Exor + SAFEcontractor Core capabilities: Analytics, Accreditation & Procurement Services 250 Clients (Public & Private) 21k Accredited Suppliers

4. Our Mission Creating a Healthy Supply Chain by being the leading provider of services that enable organisations to; Identify & Minimise Risk Remove Avoidable Costs Improve Business Performance

5. By providing insight to clients with strategic supplier analysis and reporting enabling cost reduction and supplier management Supplier Risk Management through a suite of market leading on-line compliance solutions Enabling and optimising the commercial relationship through procurement and supplier management solutions How?

6. Who? - Our Clients

7. Supplier Accreditation

8. Our Services GSB (Gold, Silver & Bronze) – An accreditation standard aimed at ensuring compliance and risk reduction designed for the Public Sector and currently being used by over 50 Local Authorities Social Services/Personalisation – An accreditation standards developed in conjunction with 7 London Authorities for Social Services professionals and is designed to assess providers across multiple disciplines to this rapidly changing market. Currently been used by 10 Local Authorities B2B - Public Sector B2B - Private Sector • SAFEcontractor – A leading health and safety pre-qualification assessment scheme dedicated to promoting higher standards of competence and compliance through the provision of relevant industry specific and tailored health and safety assessments for all professions and sectors. Currently be used by over 150 private sector clients • Profiler– A service designed to help large organisations manage their supplier chain allowing them to save time and money, cut supplier risk, increase supplier control and accelerate supplier development. Used by over 20 private sector clients. B2C - Domestic • Trustmark – An award-winning scheme supported by Government, building industry and consumer protection groups designed to help householders find reliable, trustworthy tradesmen to make improvements and repairs inside and outside your home. Currently used by over 30 Trading Standards who have set up reputable trader schemes.

9. Supplier Accreditation – Why?

10. Businesses can have many suppliers, but how many do they really know?

11. Businesses need to seen to be in control of critical risk areas

12. Supplier Accreditation – Some of the Challenges

13. Businesses don’t have infinite resources

14. Supply chain risk management has many facets

15. A myriad of systems, processes and accreditation schemes

16. Supplier Accreditation – Some of the solution?

17. Standardisation of approach – attacking the bureaucracy Deployment of web technologies – making access and use easier Aggregation of information – re-using data and presenting it in ways to support more effective decision making

18. Supplier Accreditation Standardisation 2 major Government led initiatives SSIP – Exor are a founder member of SSIP which is supported by the HSE and was established as an umbrella organisation to promote mutual recognition amongst health and safety pre- prequalification schemes. www.ssip.org.uk PAS 91 - This Publicly Available Specification (PAS) has been developed by BSI in order to specify the nature, content and format of a set of questions designed to test compliance with the core criteria essential for pre-qualification for construction tendering and to establish uniform requirements for their application and use. It is expected to come into effect in October 2010.

19. SSIP Background Government Promised action; HM Treasury – Glover report Nov 08 – “Accelerating the SME economic engine” DWP – Donaghy report July 09 – “One death is too many”

20. SSIP Aims To encourage and facilitate mutual recognition amongst pre-qualification schemes, To help and encourage buyers to recognise SSIP as an acceptable industry standard, To help buyers and suppliers to achieve value for money through avoidance of unnecessary duplication or differing requirements, To provide confidence in stage 1 CDM 2007 core criteria competence assessments through a consistent, reliable, and quality-controlled standard of vetting.

21. The Registered Schemes

22. Benefits for suppliers Significant reduction in administration cost and time Reduction in membership fees Wider recognition and ‘passporting to’ other supply chains managed by other Scheme operators Greater commercial opportunities and access to membership benefits Reduction in business risk and access to lower insurance costs Maintain focus on the ‘core’ business, not paperwork

23. Implications for Buyers Industry wide recognition of acceptance of SSIP standards (incl HSE) Reduction in risk from supply chain from desktop assessment of Health & Safety policy / practice Support ‘zero harm’ policy to eliminate accidents / fatalities from the workplace More SME friendly approach Demonstrate actual compliance with written CSR policy in regards to supply chain management by putting words into action Create a wider pool of compliant suppliers for buyers to select from

24. BIS (Formerly BERR) with BSi have developed – PAS 91 – (A Publicly Available Specification) Standardisation in Pre-qualification in Construction Due to launch this month

25. Web based systems

26. Supplier goes to Programme Web Site Supplier Registers Supplier Completes Questionnaire Supplier Logs On to Profiler Buyer Views Responses Supplier Logs On to Profiler

27. Profiler

28. Documents uploaded by supplier Access to Profiler Questionnaire Products & Services Regions supplier can work in Company Details Page Search for and select suppliers Buyer notes section Download Information • Risk Tab(Not illustrated) containing information on – • Insurance Policies • Financial / Credit Scores • Other Accreditations Profiler User Guide Spider-graph representation of Questionnaire Scores Tabular representation of Questionnaire Scores

29. Information Aggregation

30. Information Aggregation Environmental and Sustainability Policies Equal Opportunities Assessment Working in Occupied Dwellings Category Specific Licences and Certification Physical verification And validation References Independently obtained Full Health & Safety Assessment – Independent qualified H&S expert review Continuous Monitoring – Alerts of compliance failures to standards via online feeds to Exor Database Financial Assessment Independent Analyst Review of P&L Balance Sheet and Probity Employers, Public & Professional Indemnity Insurance – logged, tracked and managed Credit Scoring – Exclusive Experian Relationship Public Sector Example

31. Information Aggregation • Also available a Risk Tab(Not illustrated) containing information on – • Insurance Policies • Financial / Credit Scores • Other Accreditations Private Sector Example

32. Any Questions?

33. Sandy Duncan Exor Management Services Brecon House Caerphilly Business Park Caerphilly CF83 3GG www.exorms.co.ukwww.safecontractor.com