How to SELL to the PUBLIC SECTOR in Lincolnshire Lincolnshire Procurement Forum Business context  Treaty of Rome – Came into force: 1 January 1958. Created a common market aimed at facilitating the movement of goods, services, capital, and labour. Abolished all internal tariffs. Established a common agricultural policy (CAP) and a common external trade policy.  European Union Directives – Adopted into UK law. Consolidated January 2006  Public Contracts Regulations 2006 – Came into force 31 January 2006. Ensure that public sector bodies award contracts in an efficient and nondiscriminatory manner.  Local regulations – Vary between public sector bodies Lincolnshire Procurement Forum The Public Sector  Spends over £100 billion per year on supplies and services  employs more than 25% of the UK workforce and includes: – central civil government departments and agencies; – the NHS and its local trusts; – the Ministry of Defence; – the Northern Ireland Assembly, the National Assembly for Wales and the Scottish Executive; – local authorities; – universities; and – colleges. Lincolnshire Procurement Forum Procurement made Simple!!! Lincolnshire Procurement Forum Agenda      What is Procurement? Who is involved? What are we looking for? Where do we advertise? Rules and Regulations Lincolnshire Procurement Forum Facts and Figures Organisation Boston Spend (2005/6) Suppliers 8,193,700 1471 East Lindsey 21,674,442 1,719 City of Lincoln 28,201,339 2,258 North Kesteven 6,655,697 769 18,742,649 1,998 8,147,677 1,299 10,174,626 1,438 Lincolnshire County 566,137,216 20,108 University of Lincoln 36,000,000 2,800 United Lincolnshire Hospitals 49,964,000 1,689 Lincolnshire Police 20,285,680 2115 South Holland South Kesteven West Lindsey Total 738,177,026 Lincolnshire Procurement Forum Local Purchasing Lincolnshire Procurement Forum Small & Medium Size Enterprises Lincolnshire Procurement Forum Why Bother  Internal Contract regulations – Varies from organisation to organisation   Audit requirement European Directives – European guidelines but – UK legislation Lincolnshire Procurement Forum Initials  OJEU PQQ ITT MEAT  SME    Official Journal of the European Union Pre Qualification Questionnaire Invitation to Tender Most Economically Advantageous Tender Small and Medium Sized Enterprises   Small = 1 to 49 employees Medium = 50 to 250 employees Lincolnshire Procurement Forum Notices in OJEU  PIN - Prior Information Notice – Published at beginning of financial year, or as soon as possible  Contract Notice – Prepared for each contract – must follow set criteria and include specific details  Contract Award Notice – Must be despatched within 48 days – Includes contract price Lincolnshire Procurement Forum Thresholds  31st January 2006 – 31st December 2007 Supplies (goods) £144,371 Services £144,371 Works £3,611,319  Individual contract regulations - vary    Lincolnshire Procurement Forum Thresholds and Aggregation  The contract value is based on the cost of the service/supplies/works, but also on the length of the contract. A contract to supply goods worth £50,000 p.a. over 4 years has a total value of £200,000 Lincolnshire Procurement Forum Advertising      Must be transparent Allow for sufficient competition Be fair/impartial Must demonstrate appropriate means of communication NB All of the above also apply to low level contracts, not just those above the threshold Lincolnshire Procurement Forum EU Procedures      Open Restricted Negotiated Competitive Dialogue Accelerated Lincolnshire Procurement Forum Open Procedure   Allows any firm to submit a tender following publication of the contract notice. If the contract is advertised in the European Journal, it may also be advertised in the UK press, but not before the OJEU advert Tends to be used where the market is limited and/or specification is simple Lincolnshire Procurement Forum Restricted Procedure      A two stage process Stage 1 – advert is placed and firms Express an Interest Firms expressing an interest are short listed against a set of evaluation criteria (PQQ). Firms succeeding in Stage 1 are then issued with an Invitation to Tender, stage 2 Used to manage the number of tenders received Lincolnshire Procurement Forum Other Procedures  Negotiated – used in limited and prescribed circumstances  Competitive Dialogue – Used for large and complex projects where purchasers know what they want but not the best way to get it  Accelerated – Only used where contract must be let as a matter of urgency Lincolnshire Procurement Forum EU Timescales (minimum)  Open – 52 days for tenders (36 days if PIN issued)  Restricted – 37 days for expressions of interest – 40 days for return of tenders (26 days if PIN issued)  Negotiated – 37 days for expressions of interest Lincolnshire Procurement Forum Timescales  Competitive Dialogue – 37 days for expressions of interest  Accelerated – 15 days for expressions of interest – 10 days for return of tenders  NB – All timescales may be reduced through the use of electronic means Lincolnshire Procurement Forum Pre Qualification Questionnaire  What do we look for – Credit checks – external – Appropriate policies e.g.  Health and Safety  Equal Opportunities  Business Continuity – Appropriate references/experience – Green/environmental awareness Lincolnshire Procurement Forum Tender Evaluation – what do we look for         Combination of price and quality Response to Method Statements References Innovative approach Awareness of what we want Capacity to deliver Delivery dates/timelines Added Value – something not asked for, community benefit Lincolnshire Procurement Forum Where do we advertise  Source Lincolnshire – www.sourcelincolnshire.co.uk  BIP – www.delta-ets.com  Tenders Direct – www.tendersdirect.co.uk  Supply2 gov – www.supply2gov.co.uk  HE Sector – www.tenders.ac.uk Lincolnshire Procurement Forum Where do we advertise 2  Blue Light, Emergency Services – https://www.bluelight.gov.uk  TED – tenders electronic daily – http://ted.europa.eu/ Lincolnshire Procurement Forum Electronic Tendering      Documents are issued electronically Documents are received electronically Documents are placed in a secure electronic Vault until opening date There is no transaction cost to the contractor The only requirement is a computer and connection to the internet Lincolnshire Procurement Forum Procurement Contacts Authority Contact Email Boston Glynis McEwing glynis.mcewing@boston.gov.uk East Lindsey Andy Househam Andrew.househam@e-lindsey.gov.uk City of Lincoln Jonas Gibson Jonas.gibson@lincoln.gov.uk Lincolnshire County Robert Lakin Robert.lakin@lincolnshire.gov.uk North Kesteven Tony Pearson Tony_pearson@n-kesteven.gov.uk South Holland Louise Gallagher lgallagher@sholland.gov.uk Lincolnshire Procurement Forum Procurement Contacts Authority Contact Email South Kesteven Julie Cant j.cant@southkesteven.gov.uk University of Lincoln David Redshaw dredshaw@lincoln.ac.uk West Lindsey Mark Harvey mark.harvey@west-lindsey.gov.uk Lincolnshire Police Andrew Offord Andrew.offord@lincs.pnn.police.uk United Lincs Hospitals Colin Evans Colin.evans@ulh.nhs.uk Lincs Fire & Rescue Paul Schofield Paul.schofield@lincoln.fire-uk.org Lincolnshire Procurement Forum Any questions? Lincolnshire Procurement Forum