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The Public Procurement
Crash Course: 10 Top Tips



 Vauxhall Nine Elms Battersea Opportunity Area
    Local Procurement Event 19 June 2012

                             Stephen Regalado
            Corporate Procurement Officer: Customer Engagement
                      Lambeth Corporate Procurement
 London Borough of Lambeth
Corporate Procurement Team
     V1 - 17 June 2012
Welcome!

    Stephen Regalado, Lambeth Corporate Procurement Officer:
       Customer Engagement; working in public sector procurement
       for 15 years and in private sector for 6 years:

    •      London Borough of Lambeth
    •      Tate Britain
    •      National Trust
    •      Blockbuster Video
    •      US Marine Corps


         London Borough of Lambeth

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        Corporate Procurement Team
             V1 - 17 June 2012
                                                           b
The Public Procurement
    Crash Course
    My goals today:
    • To provide you with some tips on getting through the
      public procurement process so you can win more work
      from Lambeth, Wandsworth and the rest of the UK public
      sector.
    • Give you resources for preparing a winning tender or PQQ
      document.
    • Answer any questions you may have about procurement
      at Lambeth.

     London Borough of Lambeth

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    Corporate Procurement Team
         V1 - 17 June 2012
                                                       b
Hot Topics

     London Borough of Lambeth

4
    Corporate Procurement Team
         V1 - 17 June 2012
                                 b
Lambeth Hot Topics

    •      Savings
    •      Collaboration – partnerships, consortia
    •      Efficiency Agenda – Cabinet Office initiatives
    •      SMEs, third sector organisations
    •      Procure 4 London
    •      Shared Services
    •      Community benefits – apprenticeships, job creation and development
    •      The Cooperative Council – co-production, community commissioning
    •      E procurement
    •      Innovation, flexibility

         London Borough of Lambeth

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        Corporate Procurement Team
             V1 - 17 June 2012
                                                                      b
Community Benefits

    •      Community benefits are initiatives, schemes or programmes that
           suppliers can provide in addition to the service they provide - for the
           benefit of the communities affected by the service.
    •      Suppliers will be asked what they can do to ensure that their service
           benefits the community.
    •      Different types of contract will have different community benefit
           opportunities. Some examples:
            – Social: apprenticeship programmes, Section 106, training
               opportunities
            – Economic: employment opportunities, use of local supply chains
            – Environmental: environmental programmes, carbon emissions,
               recycling, alternative energy sources

         London Borough of Lambeth

6
        Corporate Procurement Team
             V1 - 17 June 2012
                                                                              b
10 Top Tips

     London Borough of Lambeth

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    Corporate Procurement Team
         V1 - 17 June 2012
                                 b
1. Do Your Homework

•      Find out all you can about the public body who is awarding the
       contract.
•      Look at their website and read their aims, goals and strategies so you
       can understand their priorities, processes and requirements. See the
       Lambeth website here:
       http://www.lambeth.gov.uk/Services/Business/TendersContracts/
•      Where relevant, use and support that information in your tender.
•      Read through “Selling To The Council”, guidance on the tendering
       process at Lambeth:
       http://www.lambeth.gov.uk/Services/Business/TendersContracts/Selli
       ngToTheCouncil.htm.

     London Borough of Lambeth
    Corporate Procurement Team
         V1 - 17 June 2012
                                                                     b
2. You Must Be Pre Qualified

• All suppliers tendering with or providing quotes to Lambeth must be
  prequalified.
• The Lambeth Business Questionnaire (BQ) is used for tenders valued
  at £25,000 and greater and suppliers must complete it online. The
  best scoring BQs create a shortlist for invitation to tender.
• For quotes valued from £0.00-£25,000 suppliers need to complete a 2
  page Supplier Self Certification Form.
• Advice:
   – Answer all questions honestly, briefly and in full.
   – If you have any questions, contact the officer who sent out the BQ
   – No blank spaces!
   – Complete the BQ in full and submit it on time.
     London Borough of Lambeth
    Corporate Procurement Team
         V1 - 17 June 2012
                                                               b
3. Read & Understand

• Read all the tender documentation clearly to understand
  what you will be required to deliver.
• An officer will be assigned as first point of contact on the
  procurement exercise. Contact them if you have any
  questions.
• Consider the time commitment when tendering and how it
  might affect your business and your life.
• Try to decide early on if the contract is one that you can
  deliver.
• There are NO STUPID QUESTIONS!
 London Borough of Lambeth
Corporate Procurement Team
     V1 - 17 June 2012
                                                       b
4. Provide The Right Information

• The tender will ask all suppliers to provide some very
  specific information about the quality and price of the
  service they can provide.
• Provide all of the information requested and do not
  leave any blank spaces. If you cannot provide some
  of the information, for whatever reason, ask for
  advice.
• All Tenders will be scored and a blank space always
  gets ZERO POINTS.

 London Borough of Lambeth
Corporate Procurement Team
     V1 - 17 June 2012
                                                   b
5. Get Ready To Go Online

•      Lambeth and other local authorities are working towards increasing
       the number of tendering exercises that are conducted online.
•      At Lambeth all tenders valued at £25,000 and greater must be
       completed online.
•      The EU Supply system we use is easy, flexible and secure. Login
       and register onto the Lambeth portal here: https://lblambeth.eu-
       supply.com/login.asp?B=LBLAMBETH.
•      Find the user guides and read more on our eProcument portal on the
       Lambeth website here:
       http://www.lambeth.gov.uk/Services/Business/TendersContracts/ePro
       curement.htm.

     London Borough of Lambeth
    Corporate Procurement Team
         V1 - 17 June 2012
                                                                 b
6. Follow The Format

• When you open your tender pack, carefully read through
  the specification – it is the most important document in the
  ITT.
• Follow the format of the specification exactly and respond
  to the specification in the order it is presented.
• This will make it easier to evaluate!
• Tenders that cannot be understood can be deemed
  “ambiguous tenders” and may be removed from
  competition.

 London Borough of Lambeth
Corporate Procurement Team
     V1 - 17 June 2012
                                                       b
7. Show Me The Money

• Be clear on your pricing model and state any assumptions
  you have made when pricing - for example, resources
  required by you and/or the Council, timetables, etc.
• Present your prices exactly as they are requested. If you
  do not understand from the documentation HOW you are
  meant to express your pricing, ASK.
• Where possible, add any possible pricing improvements:
   – Price capping
   – Fixed prices
   – Volume discounts, etc.
 London Borough of Lambeth
Corporate Procurement Team
     V1 - 17 June 2012
                                                    b
8. Watch The Clock

• All tenders will have a date for return – make a note of this
  first and schedule in the work you need to do on your
  ender.
• You must complete and upload the documents by the
  given time and date and make sure to sign anything that
  should be signed.
• In most cases, late tenders will not be considered for
  further competition. But do not be afraid to ask for more
  time….

 London Borough of Lambeth
Corporate Procurement Team
     V1 - 17 June 2012
                                                        b
9. Get Feedback

• If you are unsuccessful, the authority will offer you a
  debrief on your tender.
• This will help you to understand how where your tender
  submission was strong and the areas where you can
  improve for future tender applications.
• If you are not offered a debriefing, ASK FOR IT.
• Debriefing will contain only information about your tender
  – not the other suppliers competing for the contract.


 London Borough of Lambeth
Corporate Procurement Team
     V1 - 17 June 2012
                                                      b
10. Increase Your Options

• Register with all the local authority and government
  supplier portals you can!
• These provide organisations with the opportunity to
  register an interest in supplying goods and services
  with many councils:
   – Procure4London
   – CompeteFor
   – Exor

 London Borough of Lambeth
Corporate Procurement Team
     V1 - 17 June 2012
                                                  b
What We Want To See From You

      Completed tenders that are well presented and completed on
       time
      When preparing your tender, think about the BEST PRICE that
       you can offer. In public sector procurement we do not
       negotiate after tenders have been returned
      Community benefits
      Suppliers who can be flexible and innovative
      Collaboration, partnerships, consortia, use of local resources
      Sustainability – join the Mayor of London’s Green Procurement
       Code: http://www.greenprocurementcode.co.uk/

      London Borough of Lambeth

18
     Corporate Procurement Team
          V1 - 17 June 2012
                                                              b
If You Do Not Win A Contract,
     Don’t Be Discouraged!
     • If you are unsuccessful do not be discouraged -
       competition for public sector contracts is usually quite
       strong.
     • Public bodies do not retain a “banned list” of suppliers.
     • Contact the procurement officer concerned for feedback
       on which elements of your tender were your strengths and
       which areas can improve.
     • Use the de-briefing information to your advantage.
     • Keep trying to get your foot in the door…

      London Borough of Lambeth

19
     Corporate Procurement Team
          V1 - 17 June 2012
                                                         b
Your Resources

     •      Procure 4 London: https://www.procure4london.com/
     •      South Bank Employer’s Group: http://www.sbeg.co.uk/
     •      GLE One London: http://www.gle.co.uk/onelondon/
     •      CompeteFor: https://www.competefor.com/business/login.jsp
     •      South London Business: http://www.southlondonbusiness.co.uk/
     •      Contracts Finder: http://www.contractsfinder.businesslink.gov.uk/
     •      Lambeth Tenders & Contracts:
            http://www.lambeth.gov.uk/Services/Business/TendersContracts/
     • Exor: http://www.exorms.co.uk/

          London Borough of Lambeth

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         Corporate Procurement Team
              V1 - 17 June 2012
                                                                    b
My Contact Details

     Stephen Regalado
     Corporate Procurement Officer: Customer Engagement
     London Borough of Lambeth
     Third Floor Olive Morris House
     18 Brixton Hill
     London SW2 1RL
     Phone: 020 7926 2937
     Fax: 020 7926 0245
     Mail: sregalado@lambeth.gov.uk

      London Borough of Lambeth

21
     Corporate Procurement Team
          V1 - 17 June 2012
                                                          b

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Stephen Regalado The Public Procurement Crash Course 20.06.2012

  • 1. The Public Procurement Crash Course: 10 Top Tips Vauxhall Nine Elms Battersea Opportunity Area Local Procurement Event 19 June 2012 Stephen Regalado Corporate Procurement Officer: Customer Engagement Lambeth Corporate Procurement London Borough of Lambeth Corporate Procurement Team V1 - 17 June 2012
  • 2. Welcome! Stephen Regalado, Lambeth Corporate Procurement Officer: Customer Engagement; working in public sector procurement for 15 years and in private sector for 6 years: • London Borough of Lambeth • Tate Britain • National Trust • Blockbuster Video • US Marine Corps London Borough of Lambeth 2 Corporate Procurement Team V1 - 17 June 2012 b
  • 3. The Public Procurement Crash Course My goals today: • To provide you with some tips on getting through the public procurement process so you can win more work from Lambeth, Wandsworth and the rest of the UK public sector. • Give you resources for preparing a winning tender or PQQ document. • Answer any questions you may have about procurement at Lambeth. London Borough of Lambeth 3 Corporate Procurement Team V1 - 17 June 2012 b
  • 4. Hot Topics London Borough of Lambeth 4 Corporate Procurement Team V1 - 17 June 2012 b
  • 5. Lambeth Hot Topics • Savings • Collaboration – partnerships, consortia • Efficiency Agenda – Cabinet Office initiatives • SMEs, third sector organisations • Procure 4 London • Shared Services • Community benefits – apprenticeships, job creation and development • The Cooperative Council – co-production, community commissioning • E procurement • Innovation, flexibility London Borough of Lambeth 5 Corporate Procurement Team V1 - 17 June 2012 b
  • 6. Community Benefits • Community benefits are initiatives, schemes or programmes that suppliers can provide in addition to the service they provide - for the benefit of the communities affected by the service. • Suppliers will be asked what they can do to ensure that their service benefits the community. • Different types of contract will have different community benefit opportunities. Some examples: – Social: apprenticeship programmes, Section 106, training opportunities – Economic: employment opportunities, use of local supply chains – Environmental: environmental programmes, carbon emissions, recycling, alternative energy sources London Borough of Lambeth 6 Corporate Procurement Team V1 - 17 June 2012 b
  • 7. 10 Top Tips London Borough of Lambeth 7 Corporate Procurement Team V1 - 17 June 2012 b
  • 8. 1. Do Your Homework • Find out all you can about the public body who is awarding the contract. • Look at their website and read their aims, goals and strategies so you can understand their priorities, processes and requirements. See the Lambeth website here: http://www.lambeth.gov.uk/Services/Business/TendersContracts/ • Where relevant, use and support that information in your tender. • Read through “Selling To The Council”, guidance on the tendering process at Lambeth: http://www.lambeth.gov.uk/Services/Business/TendersContracts/Selli ngToTheCouncil.htm. London Borough of Lambeth Corporate Procurement Team V1 - 17 June 2012 b
  • 9. 2. You Must Be Pre Qualified • All suppliers tendering with or providing quotes to Lambeth must be prequalified. • The Lambeth Business Questionnaire (BQ) is used for tenders valued at £25,000 and greater and suppliers must complete it online. The best scoring BQs create a shortlist for invitation to tender. • For quotes valued from £0.00-£25,000 suppliers need to complete a 2 page Supplier Self Certification Form. • Advice: – Answer all questions honestly, briefly and in full. – If you have any questions, contact the officer who sent out the BQ – No blank spaces! – Complete the BQ in full and submit it on time. London Borough of Lambeth Corporate Procurement Team V1 - 17 June 2012 b
  • 10. 3. Read & Understand • Read all the tender documentation clearly to understand what you will be required to deliver. • An officer will be assigned as first point of contact on the procurement exercise. Contact them if you have any questions. • Consider the time commitment when tendering and how it might affect your business and your life. • Try to decide early on if the contract is one that you can deliver. • There are NO STUPID QUESTIONS! London Borough of Lambeth Corporate Procurement Team V1 - 17 June 2012 b
  • 11. 4. Provide The Right Information • The tender will ask all suppliers to provide some very specific information about the quality and price of the service they can provide. • Provide all of the information requested and do not leave any blank spaces. If you cannot provide some of the information, for whatever reason, ask for advice. • All Tenders will be scored and a blank space always gets ZERO POINTS. London Borough of Lambeth Corporate Procurement Team V1 - 17 June 2012 b
  • 12. 5. Get Ready To Go Online • Lambeth and other local authorities are working towards increasing the number of tendering exercises that are conducted online. • At Lambeth all tenders valued at £25,000 and greater must be completed online. • The EU Supply system we use is easy, flexible and secure. Login and register onto the Lambeth portal here: https://lblambeth.eu- supply.com/login.asp?B=LBLAMBETH. • Find the user guides and read more on our eProcument portal on the Lambeth website here: http://www.lambeth.gov.uk/Services/Business/TendersContracts/ePro curement.htm. London Borough of Lambeth Corporate Procurement Team V1 - 17 June 2012 b
  • 13. 6. Follow The Format • When you open your tender pack, carefully read through the specification – it is the most important document in the ITT. • Follow the format of the specification exactly and respond to the specification in the order it is presented. • This will make it easier to evaluate! • Tenders that cannot be understood can be deemed “ambiguous tenders” and may be removed from competition. London Borough of Lambeth Corporate Procurement Team V1 - 17 June 2012 b
  • 14. 7. Show Me The Money • Be clear on your pricing model and state any assumptions you have made when pricing - for example, resources required by you and/or the Council, timetables, etc. • Present your prices exactly as they are requested. If you do not understand from the documentation HOW you are meant to express your pricing, ASK. • Where possible, add any possible pricing improvements: – Price capping – Fixed prices – Volume discounts, etc. London Borough of Lambeth Corporate Procurement Team V1 - 17 June 2012 b
  • 15. 8. Watch The Clock • All tenders will have a date for return – make a note of this first and schedule in the work you need to do on your ender. • You must complete and upload the documents by the given time and date and make sure to sign anything that should be signed. • In most cases, late tenders will not be considered for further competition. But do not be afraid to ask for more time…. London Borough of Lambeth Corporate Procurement Team V1 - 17 June 2012 b
  • 16. 9. Get Feedback • If you are unsuccessful, the authority will offer you a debrief on your tender. • This will help you to understand how where your tender submission was strong and the areas where you can improve for future tender applications. • If you are not offered a debriefing, ASK FOR IT. • Debriefing will contain only information about your tender – not the other suppliers competing for the contract. London Borough of Lambeth Corporate Procurement Team V1 - 17 June 2012 b
  • 17. 10. Increase Your Options • Register with all the local authority and government supplier portals you can! • These provide organisations with the opportunity to register an interest in supplying goods and services with many councils: – Procure4London – CompeteFor – Exor London Borough of Lambeth Corporate Procurement Team V1 - 17 June 2012 b
  • 18. What We Want To See From You  Completed tenders that are well presented and completed on time  When preparing your tender, think about the BEST PRICE that you can offer. In public sector procurement we do not negotiate after tenders have been returned  Community benefits  Suppliers who can be flexible and innovative  Collaboration, partnerships, consortia, use of local resources  Sustainability – join the Mayor of London’s Green Procurement Code: http://www.greenprocurementcode.co.uk/ London Borough of Lambeth 18 Corporate Procurement Team V1 - 17 June 2012 b
  • 19. If You Do Not Win A Contract, Don’t Be Discouraged! • If you are unsuccessful do not be discouraged - competition for public sector contracts is usually quite strong. • Public bodies do not retain a “banned list” of suppliers. • Contact the procurement officer concerned for feedback on which elements of your tender were your strengths and which areas can improve. • Use the de-briefing information to your advantage. • Keep trying to get your foot in the door… London Borough of Lambeth 19 Corporate Procurement Team V1 - 17 June 2012 b
  • 20. Your Resources • Procure 4 London: https://www.procure4london.com/ • South Bank Employer’s Group: http://www.sbeg.co.uk/ • GLE One London: http://www.gle.co.uk/onelondon/ • CompeteFor: https://www.competefor.com/business/login.jsp • South London Business: http://www.southlondonbusiness.co.uk/ • Contracts Finder: http://www.contractsfinder.businesslink.gov.uk/ • Lambeth Tenders & Contracts: http://www.lambeth.gov.uk/Services/Business/TendersContracts/ • Exor: http://www.exorms.co.uk/ London Borough of Lambeth 20 Corporate Procurement Team V1 - 17 June 2012 b
  • 21. My Contact Details Stephen Regalado Corporate Procurement Officer: Customer Engagement London Borough of Lambeth Third Floor Olive Morris House 18 Brixton Hill London SW2 1RL Phone: 020 7926 2937 Fax: 020 7926 0245 Mail: sregalado@lambeth.gov.uk London Borough of Lambeth 21 Corporate Procurement Team V1 - 17 June 2012 b