1. Building Procurement Capability in the Education Sector

2. Legislation and routes to market
Needs to be easy to understand!

3. DfE Train the Trainer ethos
procurement training options for professionals who work in school with budgetary accountability or responsibility;
provide methods and tools, at no cost, to help all in school understand public procurement legislation;
an understanding of legislation, how to analyse existing spend, produce correct tender documents and manage contacts correctly will produce an outcome that will increase efficiency and reduce cases of fraud;
Use the networks schools have developed to deliver.

4. What have we found & why collaborate?
Become an intelligent customer
Achieve procurement efficiencies
Meet deadlines by sharing tasks
Get better services by knowing what works for your schools
No need to re invent the wheel

5. Training not teaching Facilitator Real Life Active You do it
What would you do?
Expert
Theoretical
Passive
Watch me
Here’s how to use it

6. Training AIDE Analysis – what are the needs of your group
Impact – what is the outcome you want?
Better and smarter buying?
Create savings by finding better deals?
Keep out of trouble by knowing the rules?
Determine – how do you want to deliver?
1 facilitator or split your group to present to each other?
Evaluate – has the training met objectives
What are the group taking away
What are the groups next steps?

7. Procurement modules 1. cost not price 2. efficiency 3. collaboration
4. creating a specification
5.commercial risk
6. risk management
7. market sounding and managing suppliers
8. tendering
9. negotiation
9a. Setting objectives in negotiation
10. contract management
11. leasing
12 procurement contract regulations
13 procurement fraud

8. The Procurement Cycle Specify Manage Efficiency tender Pay Order
Performance/Quality
measured, disposal
Specify
Identify need & managing risks
investigate sources,
secure funds
Efficiency
Analysing value, identify suppliers to negotiate with
Pay
Goods received, bills paid
tender
contract awarded,
terms negotiated
Order
Goods/Services ordered,
delivery made,

9. How these modules work Bitesize, overview of public procurement cycle
Follow the same format, majority contain an activity
Designed to be fun but thought provoking!
Designed to create discussion which leads to more collaborative working
Here’s a couple of examples:

10. King of the castle
I am the King of Procurementland and I live in a very nice castle in the middle of a field.
Surrounding my Castle Keep is a 15 metre high perimeter wall which runs the circumference of the Keep.
Although I have extremely high walls, I am conscious that the new King of Supplierland is itching for a fight and is threatening to invade my field and take over my castle.
I have therefore concluded that I need a moat for my castle

11. Specification Specification
The moat must be at least 5 metres deep and no closer than 1 metre from the Castle Perimeter wall and must run the entire circumference of the castle.
My budget is small so I will award the contract to the supplier that offers me the most economically advantageous solution.
Castle perimeter wall
Castle Keep

13.
CHALLENGE
You have a supplier response for a tender for the supply of 400 of these – how do you assess, how much admin time involved?

14. Example price template
Company Name ………………………………………….....
Example price template
Price per wheelbarrow
£……………
Discount for Paying Invoices Promptly
(Known as settlement discount)
………%……..….days
Product Guaranteed For
………………..months
Are you able to trade electronically?
Yes / No
Delivery in weeks
…………………weeks
Availability of spares
Environmental Impact of the Product
Financial standing – 3 years accounts
Country of manufacture

15. Assess – is it working? Informal Group discussion Quick telephone call
Interview key staff – what are they doing differently?
Formal
Focus group
Survey
Procurement analysis
We love case studies!

16. Help us to help you After today what do you need from us?
Start up visits to trusts and networks
Support by phone?
Resources?
Suggestions for the next modules
We will work with professional organisations to provide links on their websites