1. Accessing and using Framework Agreements Paul Mander – Head of Operational Procurement Carli Thatcher – Category Manager

2. Agenda 1.Overview of framework agreements available 2.Where you can find out about agreements 3.The resources available to you 4.What to do when you’ve found the right agreement? 5.Top tips when running a further competition 6.Summary

3. University Purchasing Consortia Agreements The university purchasing consortia offer access to a range of framework agreements The UK purchasing consortia work closely across HE and the wider public sector to develop agreements appropriate for use by our members Within the HE sector, representatives of all purchasing consortia meet regularly to help remove duplication of HE sector agreements and to share best practice

4. Agreement Breakdown

5. Where can you find out about agreements? uniBuy Contracts Database Consortia websites Framework specific websites e.g. NDNA Consortia newsletters Local mailbases

6. Resources Available Agreement Snapshots Standardised buyers guide Member Benefit Statements Annual Report Specialist Newsletters Local mailbases

7. Read the specification to understand if your needs can be met Read the Buyers Guide Identify the most appropriate call-off option What to do once you’ve found an agreement that might be suitable? ( thoroughly !)

8. Call-off Options

9. Typical Options Framework Agreement Direct AwardFurther Competition

10. Requirement can be directly met by the specification (no refinement necessary) Pricing is clear for the goods / service you require (contacting suppliers to identify price is not necessary) No amendments to call-off terms required Time is of the essence When to use Direct Award

11. Most cost effective on agreements where a core list is agreed and/or prices are fixed Avoid where pricing is dynamic or subject to market fluctuation - you may not get the best deal Does not allow for competition amongst framework suppliers Direct Award Points to note

12. Repeat purchases over a period of time Benefits: –Build long term supplier relationships –Agree service levels –Competitive pricing (commitment / EOS) –Potential for improved added value services –Budget certainty – improved planning When to use a Further Competition

13. Pricing is dynamic or technology has developed since framework award Unique/bespoke requirement – specification or call-off terms need refinement A single purchase that is high volume / risk / value e.g. Capital equipment When to use a Further Competition

14. Further Competitions

15. Read the Buyers Guides thoroughly! Plan how you will approach the exercise. Allow plenty of time for bidders to return their submissions (proportionate to requirement)  Higher quality tenders  Less likely to be errors Invite ALL CAPABLE suppliers to participate in the further competition process Set clear, objective Award Criteria. Ensure they are proportionate and relevant.

16. Further Competitions Be aware the framework pricing is always the MAXIMUM you will pay. Competing is likely to result in even further savings Provide objective feedback to unsuccessful suppliers when awarding your contract – it is essential for driving improvements and value through the agreement Ensure the Framework is clearly referenced on any Purchase Orders raised so the correct pricing and terms are applied Agree SLA’s with supplier (delivery lead times, line item fill rate, response time to queries etc)

17. Further Competitions

18. Asking for information already evaluated. E.g:  ISO14001 or ISO9001 Stipulating specific brands - where possible. Most manufacturers will be able to offer an equivalent that matches or is similar to the branded product you require. Creating a framework within a framework Creating a ‘restricted tender’ as your further competition process Don’t vary weightings by more than the permitted amount Significantly vary the call off Terms & Conditions – minor changes are ok

19. Summary Use the resources available to you Ensure that your approach meets your local rules and procedures If it’s explicitly stated in the buyers guide and in the agreement - you can do it