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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:

    โ€ข      London Borough of Lambeth
    โ€ข      Tate Britain
    โ€ข      National Trust
    โ€ข      Blockbuster Video
    โ€ข      US Marine Corps


         London Borough of Lambeth

2
        Corporate Procurement Team
             V1 - 17 June 2012
                                                           b
The Public Procurement
    Crash Course
    My goals today:
    โ€ข 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.
    โ€ข Give you resources for preparing a winning tender or PQQ
      document.
    โ€ข 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

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

         London Borough of Lambeth

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        Corporate Procurement Team
             V1 - 17 June 2012
                                                                      b
Community Benefits

    โ€ข      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.
    โ€ข      Suppliers will be asked what they can do to ensure that their service
           benefits the community.
    โ€ข      Different types of contract will have different community benefit
           opportunities. Some examples:
            โ€“ Social: apprenticeship programmes, Section 106, training
               opportunities
            โ€“ Economic: employment opportunities, use of local supply chains
            โ€“ 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

7
    Corporate Procurement Team
         V1 - 17 June 2012
                                 b
1. Do Your Homework

โ€ข      Find out all you can about the public body who is awarding the
       contract.
โ€ข      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/
โ€ข      Where relevant, use and support that information in your tender.
โ€ข      Read through โ€œSelling To The Councilโ€, 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

โ€ข All suppliers tendering with or providing quotes to Lambeth must be
  prequalified.
โ€ข The Lambeth Business Questionnaire (BQ) is used for tenders valued
  at ยฃ25,000 and greater and suppliers must complete it online. The
  best scoring BQs create a shortlist for invitation to tender.
โ€ข For quotes valued from ยฃ0.00-ยฃ25,000 suppliers need to complete a 2
  page Supplier Self Certification Form.
โ€ข Advice:
   โ€“ Answer all questions honestly, briefly and in full.
   โ€“ If you have any questions, contact the officer who sent out the BQ
   โ€“ No blank spaces!
   โ€“ 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

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

โ€ข The tender will ask all suppliers to provide some very
  specific information about the quality and price of the
  service they can provide.
โ€ข 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.
โ€ข 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

โ€ข      Lambeth and other local authorities are working towards increasing
       the number of tendering exercises that are conducted online.
โ€ข      At Lambeth all tenders valued at ยฃ25,000 and greater must be
       completed online.
โ€ข      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.
โ€ข      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

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

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

โ€ข 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.
โ€ข 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.
โ€ข Where possible, add any possible pricing improvements:
   โ€“ Price capping
   โ€“ Fixed prices
   โ€“ Volume discounts, etc.
 London Borough of Lambeth
Corporate Procurement Team
     V1 - 17 June 2012
                                                    b
8. Watch The Clock

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

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

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


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

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

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

     ๏ƒผ Completed tenders that are well presented and completed on
       time
     ๏ƒผ 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
     ๏ƒผ Community benefits
     ๏ƒผ Suppliers who can be flexible and innovative
     ๏ƒผ Collaboration, partnerships, consortia, use of local resources
     ๏ƒผ Sustainability โ€“ join the Mayor of Londonโ€™s Green Procurement
       Code: http://www.greenprocurementcode.co.uk/

      London Borough of Lambeth

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     Corporate Procurement Team
          V1 - 17 June 2012
                                                              b
If You Do Not Win A Contract,
     Donโ€™t Be Discouraged!
     โ€ข If you are unsuccessful do not be discouraged -
       competition for public sector contracts is usually quite
       strong.
     โ€ข Public bodies do not retain a โ€œbanned listโ€ of suppliers.
     โ€ข Contact the procurement officer concerned for feedback
       on which elements of your tender were your strengths and
       which areas can improve.
     โ€ข Use the de-briefing information to your advantage.
     โ€ข Keep trying to get your foot in the doorโ€ฆ

      London Borough of Lambeth

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

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

          London Borough of Lambeth

20
         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: โ€ข London Borough of Lambeth โ€ข Tate Britain โ€ข National Trust โ€ข Blockbuster Video โ€ข 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: โ€ข 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. โ€ข Give you resources for preparing a winning tender or PQQ document. โ€ข 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 โ€ข Savings โ€ข Collaboration โ€“ partnerships, consortia โ€ข Efficiency Agenda โ€“ Cabinet Office initiatives โ€ข SMEs, third sector organisations โ€ข Procure 4 London โ€ข Shared Services โ€ข Community benefits โ€“ apprenticeships, job creation and development โ€ข The Cooperative Council โ€“ co-production, community commissioning โ€ข E procurement โ€ข Innovation, flexibility London Borough of Lambeth 5 Corporate Procurement Team V1 - 17 June 2012 b
  • 6. Community Benefits โ€ข 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. โ€ข Suppliers will be asked what they can do to ensure that their service benefits the community. โ€ข Different types of contract will have different community benefit opportunities. Some examples: โ€“ Social: apprenticeship programmes, Section 106, training opportunities โ€“ Economic: employment opportunities, use of local supply chains โ€“ 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 โ€ข Find out all you can about the public body who is awarding the contract. โ€ข 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/ โ€ข Where relevant, use and support that information in your tender. โ€ข Read through โ€œSelling To The Councilโ€, 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 โ€ข All suppliers tendering with or providing quotes to Lambeth must be prequalified. โ€ข The Lambeth Business Questionnaire (BQ) is used for tenders valued at ยฃ25,000 and greater and suppliers must complete it online. The best scoring BQs create a shortlist for invitation to tender. โ€ข For quotes valued from ยฃ0.00-ยฃ25,000 suppliers need to complete a 2 page Supplier Self Certification Form. โ€ข Advice: โ€“ Answer all questions honestly, briefly and in full. โ€“ If you have any questions, contact the officer who sent out the BQ โ€“ No blank spaces! โ€“ 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 โ€ข Read all the tender documentation clearly to understand what you will be required to deliver. โ€ข An officer will be assigned as first point of contact on the procurement exercise. Contact them if you have any questions. โ€ข Consider the time commitment when tendering and how it might affect your business and your life. โ€ข Try to decide early on if the contract is one that you can deliver. โ€ข There are NO STUPID QUESTIONS! London Borough of Lambeth Corporate Procurement Team V1 - 17 June 2012 b
  • 11. 4. Provide The Right Information โ€ข The tender will ask all suppliers to provide some very specific information about the quality and price of the service they can provide. โ€ข 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. โ€ข 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 โ€ข Lambeth and other local authorities are working towards increasing the number of tendering exercises that are conducted online. โ€ข At Lambeth all tenders valued at ยฃ25,000 and greater must be completed online. โ€ข 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. โ€ข 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 โ€ข When you open your tender pack, carefully read through the specification โ€“ it is the most important document in the ITT. โ€ข Follow the format of the specification exactly and respond to the specification in the order it is presented. โ€ข This will make it easier to evaluate! โ€ข Tenders that cannot be understood can be deemed โ€œambiguous tendersโ€ and may be removed from competition. London Borough of Lambeth Corporate Procurement Team V1 - 17 June 2012 b
  • 14. 7. Show Me The Money โ€ข 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. โ€ข 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. โ€ข Where possible, add any possible pricing improvements: โ€“ Price capping โ€“ Fixed prices โ€“ Volume discounts, etc. London Borough of Lambeth Corporate Procurement Team V1 - 17 June 2012 b
  • 15. 8. Watch The Clock โ€ข All tenders will have a date for return โ€“ make a note of this first and schedule in the work you need to do on your ender. โ€ข You must complete and upload the documents by the given time and date and make sure to sign anything that should be signed. โ€ข In most cases, late tenders will not be considered for further competition. But do not be afraid to ask for more timeโ€ฆ. London Borough of Lambeth Corporate Procurement Team V1 - 17 June 2012 b
  • 16. 9. Get Feedback โ€ข If you are unsuccessful, the authority will offer you a debrief on your tender. โ€ข This will help you to understand how where your tender submission was strong and the areas where you can improve for future tender applications. โ€ข If you are not offered a debriefing, ASK FOR IT. โ€ข Debriefing will contain only information about your tender โ€“ 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 โ€ข Register with all the local authority and government supplier portals you can! โ€ข These provide organisations with the opportunity to register an interest in supplying goods and services with many councils: โ€“ Procure4London โ€“ CompeteFor โ€“ Exor London Borough of Lambeth Corporate Procurement Team V1 - 17 June 2012 b
  • 18. What We Want To See From You ๏ƒผ Completed tenders that are well presented and completed on time ๏ƒผ 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 ๏ƒผ Community benefits ๏ƒผ Suppliers who can be flexible and innovative ๏ƒผ Collaboration, partnerships, consortia, use of local resources ๏ƒผ Sustainability โ€“ join the Mayor of Londonโ€™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, Donโ€™t Be Discouraged! โ€ข If you are unsuccessful do not be discouraged - competition for public sector contracts is usually quite strong. โ€ข Public bodies do not retain a โ€œbanned listโ€ of suppliers. โ€ข Contact the procurement officer concerned for feedback on which elements of your tender were your strengths and which areas can improve. โ€ข Use the de-briefing information to your advantage. โ€ข Keep trying to get your foot in the doorโ€ฆ London Borough of Lambeth 19 Corporate Procurement Team V1 - 17 June 2012 b
  • 20. Your Resources โ€ข Procure 4 London: https://www.procure4london.com/ โ€ข South Bank Employerโ€™s Group: http://www.sbeg.co.uk/ โ€ข GLE One London: http://www.gle.co.uk/onelondon/ โ€ข CompeteFor: https://www.competefor.com/business/login.jsp โ€ข South London Business: http://www.southlondonbusiness.co.uk/ โ€ข Contracts Finder: http://www.contractsfinder.businesslink.gov.uk/ โ€ข Lambeth Tenders & Contracts: http://www.lambeth.gov.uk/Services/Business/TendersContracts/ โ€ข 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