1. Community Life Choices Procurement Process Paul Large, Category Manager – Social Care Adults

2. Overview Aim Timetable Tender process Summary Questions?

3. Aim To move from block-contracted day services to service user-selected services To enable service users to select services from providers on a framework agreement for community life choices To provide service users with access to a wide range of services and providers To enable service users to select services that will best meet their needs & achieve the outcomes they are seeking To provide opportunities for a broad range of providers – large, small and micros This is a first step!

4. Timetable Jan/Feb – Consultation Feb/Mar – Tender documents finalised Early Apr - Tender advertised End of May – Bids received June – Evaluation & Award Oct – Framework live

5. Invitation to Tender – describes the process Pre Qualification Questionnaire / Application Form – minimum requirements Form of Tender – the bid (£) Method Statements – descriptive part of the bid Terms and Conditions of Contract (the contract) Specification (s) Tender Process - documents

6. Pre-Qualification Minimum requirements: Sound financial standing - Credit safe check &/or analysis of accounts No prosecutions e.g., fraud, theft, disqualification as company director Insurance cover & levels of cover (£) – Public Liability, Employers Liability Quality of services and the organisation - Quality Assurance systems or processes Quality & capability of staff - CRB checks, relevant skill set, qualifications, experience Capacity to provide the specified service(s) & levels of service - evidence of how, where and to whom the organisation has provided such services (examples of comparable contracts or provision) and references Compliance with legislation & Council policy - incl. equalities, sustainability, safeguarding, business continuity/disaster recovery

7. Form of Tender Your bid price – possibly an hourly rate or sessional charge A breakdown of the cost of providing your services to back up the bid price Declarations as to the veracity of your bid e.g., non-collusion Agreement to publish the successful bid(s) (redacted copy)

8. Method Statements A set of questions to illicit from bidders how they will provide the specified service(s) to the highest possible standard Method statements may ask about: Staffing levels and responsibilities, management structure and roles, managing challenges, implementation and exit planning, Method statements may also ask service-specific questions, about TUPE transfers, service planning and review Bidders may be asked to demonstrate what new approaches they can bring to service delivery to support s/users to achieve their outcomes

9. Evaluation Selection criteria (short-listing) –The minimum requirements stated in the tender & assessed via responses to the PQQ / Application Form –May be based on a minimum score or Pass/Fail - or both Award criteria (basis for award) –Made explicit in the Invitation to Tender (ITT) –e.g. 40% price (bid £) / 60 % quality (responses to method statements) Evaluation methodology will be made explicit in the ITT incl: – the marking scheme and the weighting of marks for each element –e.g., some method statements may carry more weight (more marks) than others or require bidders to achieve a minimum score

10. Evaluation Bidders may be called for interview Performance at interview may be used to moderate scores achieved at the written stage E.g., a low score for a written response may be moderated upwards – or downwards – based on the response to the same or a comparable question on the same topic

11. Award Both unsuccessful and successful bidders informed Unsuccessful bidders given a brief summary of the main strengths & weaknesses of their bid and their evaluation score (price + quality) Unsuccessful bidders may seek further feedback

12. Summary Block contracts are ending Service users will choose from whom they buy services and what those services are (Personalisation) When a service user opts for the Council to manage its Personal budget, the Council may select the services they need from providers on a framework agreement Entry to the framework will be based on the quality and price of a providers services

13. Questions? paul.large@leics.gov.uk