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Integrating sustainable development principles into procurement Dr Gordon Murray 18 November 2009
Principles, regardless of contract value ,[object Object],[object Object],[object Object],[object Object],[object Object]
The commissioning cycle Strategic needs  assessment Decide priorities  and outcomes Plan and  design services Optional  appraisal Sourcing Delivery Monitor  and review The  commissioning  cycle
Eight Principles of Commissioning ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Strategic needs  assessment Decide priorities  and outcomes Plan and  design services Optional  appraisal Sourcing Delivery Monitor  and review Determine the need Supplier selection Contracting Ordering Expediting Follow-up/ evaluation The  commissioning  cycle The  purchasing  cycle procurement
What can you do? POLICY STRATEGY THE  PROCUREMENT  CYCLE
Sustainable   Procurement   Policy ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Policy & strategy ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Maximise opportunities throughout the Procurement Cycle   8. Closure / Review  Need 1. Identify Need 2. Develop Business  Case 3. Define Procurement  Approach 4. Supplier Appraisal 5. Tender Evaluation 6. Award Contract 7. Manage Implementation of Contract
Identifying the need  Focus on the  problem &  desired outcomes; Question need  to procure. 8. Closure / Review  Need 1. Identify Need 2. Develop Business  Case 3. Define Procurement  Approach 4. Supplier Appraisal 5. Tender Evaluation 6. Award Contract 7. Manage Implementation of Contract
The Business Case  A robust options  appraisal;  consider wider  community benefits;  maximise opportunities  for innovation; market dialogue; progress or stop. 8. Closure / Review  Need 1. Identify Need 2. Develop Business  Case 3. Define Procurement  Approach 4. Supplier Appraisal 5. Tender Evaluation 6. Award Contract 7. Manage Implementation of Contract
Defining the Approach  Eliminate barriers;  grants/contracts; choice of procedure;  framework agreements,  competitive dialogue, etc.;  duration; consortia bids; bundling; shared services;  use of variants; social clauses; ‘ Forward Commitments’;  ‘ positive action steps’; Performance based; consultation on  draft specification; … 8. Closure / Review  Need 1. Identify Need 2. Develop Business  Case 3. Define Procurement  Approach 4. Supplier Appraisal 5. Tender Evaluation 6. Award Contract 7. Manage Implementation of Contract
Supplier Appraisal Communications strategy  –  reverse marketing;  check timescale is pragmatic;  simplify PTQ; statement of community  benefits criteria;  RELEVANT  TO THE SUBJECT MATTER  OF THE CONTRACT 8. Closure / Review  Need 1. Identify Need 2. Develop Business  Case 3. Define Procurement  Approach 4. Supplier Appraisal 5. Tender Evaluation 6. Award Contract 7. Manage Implementation of Contract
Tender evaluation  Transparent  criteria driven by need  identified;  most economically  advantageous tender  (MEAT); WLC; community benefits  criteria can be used; relevant to subject  matter of the  contract. 8. Closure / Review  Need 1. Identify Need 2. Develop Business  Case 3. Define Procurement  Approach 4. Supplier Appraisal 5. Tender Evaluation 6. Award Contract 7. Manage Implementation of Contract
Contract award Invest in  constructive debriefing  for successful  & unsuccessful bidders; listen for constructive  feedback on how to  improve; encourage development  of improvement  plans 8. Closure / Review  Need 1. Identify Need 2. Develop Business  Case 3. Define Procurement  Approach 4. Supplier Appraisal 5. Tender Evaluation 6. Award Contract 7. Manage Implementation of Contract
Manage the contract  Agree performance  management  and improvements; two-way constructive  feedback;  work with provider to  maximise  community benefits  8. Closure / Review  Need 1. Identify Need 2. Develop Business  Case 3. Define Procurement  Approach 4. Supplier Appraisal 5. Tender Evaluation 6. Award Contract 7. Manage Implementation of Contract
Closure and capturing lessons learnt  How can we  do it better? 8. Closure / Review  Need 1. Identify Need 2. Develop Business  Case 3. Define Procurement  Approach 4. Supplier Appraisal 5. Tender Evaluation 6. Award Contract 7. Manage Implementation of Contract
Competitive procurement ,[object Object],[object Object],[object Object],[object Object]
Post award ,[object Object],[object Object],[object Object]
Utilise Gateway Stages 4. Supplier Appraisal 5. Tender Evaluation Challenge Challenge Challenge Challenge Challenge Challenge 8. Closure / Review  Need 1. Identify Need 2. Develop Business  Case 3. Define Procurement  Approach 6. Award Contract 7. Manage Implementation of Contract
 
 
A procurement policy and strategy to improve sustainability ,[object Object],[object Object],[object Object],[object Object],[object Object]
Integrating sustainable development principles [email_address]   www.slideshare.com/DrGordonMurray www.twitter.com/DrGordie

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presentation to NI local government group on integrating sustainability into procurement

  • 1. Integrating sustainable development principles into procurement Dr Gordon Murray 18 November 2009
  • 2.
  • 3. The commissioning cycle Strategic needs assessment Decide priorities and outcomes Plan and design services Optional appraisal Sourcing Delivery Monitor and review The commissioning cycle
  • 4.
  • 5. Strategic needs assessment Decide priorities and outcomes Plan and design services Optional appraisal Sourcing Delivery Monitor and review Determine the need Supplier selection Contracting Ordering Expediting Follow-up/ evaluation The commissioning cycle The purchasing cycle procurement
  • 6. What can you do? POLICY STRATEGY THE PROCUREMENT CYCLE
  • 7.
  • 8.
  • 9. Maximise opportunities throughout the Procurement Cycle 8. Closure / Review Need 1. Identify Need 2. Develop Business Case 3. Define Procurement Approach 4. Supplier Appraisal 5. Tender Evaluation 6. Award Contract 7. Manage Implementation of Contract
  • 10. Identifying the need Focus on the problem & desired outcomes; Question need to procure. 8. Closure / Review Need 1. Identify Need 2. Develop Business Case 3. Define Procurement Approach 4. Supplier Appraisal 5. Tender Evaluation 6. Award Contract 7. Manage Implementation of Contract
  • 11. The Business Case A robust options appraisal; consider wider community benefits; maximise opportunities for innovation; market dialogue; progress or stop. 8. Closure / Review Need 1. Identify Need 2. Develop Business Case 3. Define Procurement Approach 4. Supplier Appraisal 5. Tender Evaluation 6. Award Contract 7. Manage Implementation of Contract
  • 12. Defining the Approach Eliminate barriers; grants/contracts; choice of procedure; framework agreements, competitive dialogue, etc.; duration; consortia bids; bundling; shared services; use of variants; social clauses; ‘ Forward Commitments’; ‘ positive action steps’; Performance based; consultation on draft specification; … 8. Closure / Review Need 1. Identify Need 2. Develop Business Case 3. Define Procurement Approach 4. Supplier Appraisal 5. Tender Evaluation 6. Award Contract 7. Manage Implementation of Contract
  • 13. Supplier Appraisal Communications strategy – reverse marketing; check timescale is pragmatic; simplify PTQ; statement of community benefits criteria; RELEVANT TO THE SUBJECT MATTER OF THE CONTRACT 8. Closure / Review Need 1. Identify Need 2. Develop Business Case 3. Define Procurement Approach 4. Supplier Appraisal 5. Tender Evaluation 6. Award Contract 7. Manage Implementation of Contract
  • 14. Tender evaluation Transparent criteria driven by need identified; most economically advantageous tender (MEAT); WLC; community benefits criteria can be used; relevant to subject matter of the contract. 8. Closure / Review Need 1. Identify Need 2. Develop Business Case 3. Define Procurement Approach 4. Supplier Appraisal 5. Tender Evaluation 6. Award Contract 7. Manage Implementation of Contract
  • 15. Contract award Invest in constructive debriefing for successful & unsuccessful bidders; listen for constructive feedback on how to improve; encourage development of improvement plans 8. Closure / Review Need 1. Identify Need 2. Develop Business Case 3. Define Procurement Approach 4. Supplier Appraisal 5. Tender Evaluation 6. Award Contract 7. Manage Implementation of Contract
  • 16. Manage the contract Agree performance management and improvements; two-way constructive feedback; work with provider to maximise community benefits 8. Closure / Review Need 1. Identify Need 2. Develop Business Case 3. Define Procurement Approach 4. Supplier Appraisal 5. Tender Evaluation 6. Award Contract 7. Manage Implementation of Contract
  • 17. Closure and capturing lessons learnt How can we do it better? 8. Closure / Review Need 1. Identify Need 2. Develop Business Case 3. Define Procurement Approach 4. Supplier Appraisal 5. Tender Evaluation 6. Award Contract 7. Manage Implementation of Contract
  • 18.
  • 19.
  • 20. Utilise Gateway Stages 4. Supplier Appraisal 5. Tender Evaluation Challenge Challenge Challenge Challenge Challenge Challenge 8. Closure / Review Need 1. Identify Need 2. Develop Business Case 3. Define Procurement Approach 6. Award Contract 7. Manage Implementation of Contract
  • 21.  
  • 22.  
  • 23.
  • 24. Integrating sustainable development principles [email_address] www.slideshare.com/DrGordonMurray www.twitter.com/DrGordie

Hinweis der Redaktion

  1. This slide details the necessary content (in bold) of the Policy in line with the requirements of ISO14001. While not all Trusts may aspire to achieving ISO14001 there are clear benefits in utilising the ISO14001 template and in only having to agree a Policy once. The Policy should be viewed as something which will have longevity and out of which the strategies of the organisation will flow. The headings in this slide include the specific purchasing options which could be addressed (non bold). Each organisation will need to develop its own Policy. Each attribute of the Policy should be talked through and the sample in the IEMA Guide referred to. The critical issue for delegates to be aware of is, that in the absence of an existing Policy, delegates should be catalysts in drafting a Policy for their organisation. It is recommended that in drafting a Policy that it should be pragmatic and fit for the particular culture of the organsiation.