Serving the people of Cumbria Do not use fonts other than Arial for your presentations Meet the Buyer Event November 2013

Serving the people of Cumbria Do not use fonts other than Arial for your presentations Introduction A Warm Welcome to Cumbria County Council’s 2013 Meet the Buyer Event Conway Stewart Senior Manager – Corporate Procurement

Serving the people of Cumbria Do not use fonts other than Arial for your presentations …..we want to work better with our supply chain! To be as transparent as possible To share our drivers for change with you – national, local and financial To engage with you, pre-procurement exercises To make the processes as fair and easy as possible for you To consult you on our new Corporate Procurement Strategy

Serving the people of Cumbria Do not use fonts other than Arial for your presentations Corporate Procurement Strategy: 2014 – 2018 New draft strategy Drivers for change – national, local and financial Principles Consultation

Serving the people of Cumbria Do not use fonts other than Arial for your presentations Corporate Procurement Strategy: So, why a new Procurement Strategy? Reflect public sector challenges Direction in national procurement EU Directives Current strategy expires end of 2013 Cumbria County Council commitment

Serving the people of Cumbria Do not use fonts other than Arial for your presentations Where are we now? Policy objectives set and embedded Member and officer Procurement review 2012 Positive trend in local procurement Consistency – historically, we could be better Balance policy objectives with financial savings Centralisation (Commissioning, Procurement and Contract Management)

Serving the people of Cumbria Do not use fonts other than Arial for your presentations Where do we want to be? Procurement as tool to deliver policy and efficiency savings Clear, robust, consistent and simple processes Work with supply chain to add value Visible, open, transparent

Serving the people of Cumbria Do not use fonts other than Arial for your presentations Current County Council financial backcloth The County Council has already delivered £88m savings between 2011/12 and 2013/14. It needs to deliver a further £80m savings over next 3 years (£24.415m in 2014/15) Within the above, it needs to save £900k through contracts and a further £1m through staffing in 2014/15, through to 2016/17

Serving the people of Cumbria Do not use fonts other than Arial for your presentations Current Council financial backcloth The Council is currently out to formal consultation on its Budget between 17 October 2013 and 20 January 2014 It is consulting on 35 propositions, which provide a total estimated annual saving of £24.415m in 2014/15 (£33.110m in 2015/16 & £39.600m in 2016/17) The above propositions are grouped under four themes.

Serving the people of Cumbria Do not use fonts other than Arial for your presentations Consultation New Corporate Procurement Strategy in place by May 2014 We want to hear your views…… Comments to:

Serving the people of Cumbria Do not use fonts other than Arial for your presentations Meet the team and find out about Services here today Attendees here at this morning’s session include: Strategic Investments & Property Highways & Transportation Safer & Stronger Communities ICT Services Waste Management Health & Safety Finance Services Equality & Diversity

Serving the people of Cumbria Do not use fonts other than Arial for your presentations Today’s session will cover….. Guidance on ‘How you can do Business with us as a Council’ Examples and discussions on information required when suppliers complete a PQQ/Online PQQ/RFQ/ITT – Including: –Health & Safety –Financial Information –Equality & Diversity requirements Interactive question & answer session with panel Breakout out sessions for specific/detailed discussion about future contract pipeline with officers responsible for such.

Serving the people of Cumbria Do not use fonts other than Arial for your presentations How to do Business with Cumbria County Council…..

Serving the people of Cumbria Do not use fonts other than Arial for your presentations Use our Website for guidance….. Register on our Tendering Portal - The Chest….. View our Contracts Register nt/contractsregister/contractsregister. asp

Serving the people of Cumbria Do not use fonts other than Arial for your presentations Examples of details required when completing a… Pre Qualification Questionnaire (PQQ) Invitation To Tender (ITT) Request For Quotation (RFQ)

Serving the people of Cumbria Do not use fonts other than Arial for your presentations The Council’s Financial Values And Thresholds Estimated Value / AmountInvitation Method £0 - £50,000Cumbria CC Financial Values And Thresholds 2 written quotations or existing framework £50,000 - £100,000Minimum of 3 written quotations, sealed via The Chest or existing framework Exceeding £100,000 but less than EU ThresholdFormal written tender via The Chest or existing framework Above EU Threshold Supplies - £173,934 Services - £173,934 Works - £4,348,350 Formal written tender via Official Journal Of European Union (OJEU), The Chest or existing framework (Total contract value NOT per annum)

Serving the people of Cumbria Do not use fonts other than Arial for your presentations How to provide an ‘Excellent’ answer An Excellent answer answers the question…and then some…. Think of a 3 stage answer – 1) how do you do it ? 2) why do you do it that way ? and 3) what continuous improvement, outcomes and innovations are demonstrated ? If maximum word count attached – use bullet points

Serving the people of Cumbria Do not use fonts other than Arial for your presentations Health & Safety

Serving the people of Cumbria Do not use fonts other than Arial for your presentations Sharon McCubbin Joy Telford Health Safety & Wellbeing Team Manager Corporate Health and Safety Team Cumbria County Council

Serving the people of Cumbria Do not use fonts other than Arial for your presentations Demonstrating H&S Competency Demonstrating a good approach to H&S not only gains scores on tenders but has positive impacts for your company longer term - impressive for future clients, The reasons are Legal – Moral – Financial Failure to demonstrate this, results in a poor score and could rule your business out during the selection process.

Serving the people of Cumbria Do not use fonts other than Arial for your presentations How do we expect you to demonstrate a good H&S approach? Provide your Health and Safety Policy Who is the Person responsible for H&S in the company – senior?/experience/ qualifications/ Do you have 3 rd party accredited - UKAS/ or prequalified SSIP/CHAS Who provides competent safety advice

Serving the people of Cumbria Do not use fonts other than Arial for your presentations Key Areas Arrangements for H&S including monitoring, reviewing and managing risks Enforcement, prosecutions during the last five years, for H&S reasons RIDDOR Accident/incident statistics Staff training and supplier/ sub contractor H&S checks You would have to adhere to our Contractors Code of Conduct – 1 st June 2013

Serving the people of Cumbria Do not use fonts other than Arial for your presentations Financial

Serving the people of Cumbria Do not use fonts other than Arial for your presentations Allan Graham Finance Cumbria County Council

Serving the people of Cumbria Do not use fonts other than Arial for your presentations Why do we request the Finance Information? Attempt to establish financial stability Are there resources to deliver contract On what is appraisal Based? Sound business judgement Not mechanistic computer says no approach

Serving the people of Cumbria Do not use fonts other than Arial for your presentations Scope of analysis What do we look at? Warning Signals Overall Evaluation Judgement if org has finances and resources to deliver contract Mitigating Financial Risks Use of guarantees and bonds

Serving the people of Cumbria Do not use fonts other than Arial for your presentations Equality & Diversity

Serving the people of Cumbria Do not use fonts other than Arial for your presentations Jane McKeon Equality & Diversity Cumbria County Council

Serving the people of Cumbria Do not use fonts other than Arial for your presentations The Legal Framework The Equality Act (2010) sets out anti-discrimination law in the UK. It identifies ‘protected characteristics’, age, disability, gender reassignment, race, religion or belief, sex, sexual orientation, pregnancy and maternity and marriage and civil partnerships. The Act sets out the public sector equality duty (PSED) which applies to public authorities in England and: –Organisations carrying out a public function –Including private companies or voluntary sector organisations for work funded by the Council –Sub-contractors working for organisations on Council funded activities

Serving the people of Cumbria Do not use fonts other than Arial for your presentations Requirements for Contractors To ensure that the Council meets the PSED we ask the following from all contractors: –To have an Equality policy in line with legislation –For organisations with more than 150 staff to monitor staff diversity by protected characteristic, with a minimum of age, gender, ethnicity and disability –To ensure that staff have access to basic information or training on equality At Pre-Qualification Stage the Council will check that these requirements are being met We may exclude a prospective tenderer who has been found in breach of national laws about equal treatment of workers

Serving the people of Cumbria Do not use fonts other than Arial for your presentations Invitation to Tender and Equality When producing a tender the Council will decide if Equality is relevant. This will depend on: –Whether the contractor works directly with people who share a protected characteristic –Whether the delivery of the contract will directly support the Council to address the Public Sector Equality Duty Where this applies the Service Specification may include: –Specific equality requirements including monitoring requirements. –Evidence of previous work with people who share a protected characteristics Where applicable this will inform the way in which tenders are scored and contacts awarded.

Serving the people of Cumbria Do not use fonts other than Arial for your presentations Questions & Answers

Serving the people of Cumbria Do not use fonts other than Arial for your presentations Session Closedown, opportunity to attend individual directorate breakout sessions

Serving the people of Cumbria Do not use fonts other than Arial for your presentations Room 1 – Strategic Investments & Property Room 2 – Highways Room 3 – Transportation Room 4 – Safer & Stronger Communities Room 5 – ICT Room 6 – Waste Management Breakout information (Morning)