Mental Health & Learning Disabilities Innovation Process Jo Heaney Commissioning & Delivery Manager 17 th July 2015

 Welcome/House Keeping  Innovation Approach  Outline of priorities  Procurement Process  NHS Contracts  Q&A  Networking/Using Intend Outline of the Afternoon

 Targeted (Parity of Esteem)  Transparent Process  Innovation  Promote Collaboration Innovation Approach

Objectives:  Reduce the number of people under the age of 75 years dying as a result of respiratory disease.  Reduce the number of people with serious mental illness dying before the age of 75 years.  Increase the number of people who are supported to manage their conditions themselves.  Support people with the psychological impact of long term conditions in order to prevent hospital admissions.  Increase the number of people from BME communities accessing community mental health services and psychological therapies.  Reduce the number of people being admitted to hospital with mental health disorders. Continued over/…

Objectives continued:  Improve the transition of children and young people from CAMHS into adult mental health services.  Reduce the length of time people with mental health conditions and or learning disabilities stay in hospital.  Improve access to community provision for people with a learning disability - in line with the transformation agenda.  Prevent community packages from breaking down to support people to remain in the community.  Support people/parents following a diagnosis of Autistic Spectrum Disorder.

Procurement Process and Next Steps James Hall Procurement Support Officer 17 th July 2015

Introduction to North of England Commissioning Support (NECS) NECS provides commissioning support to the North of England CCGs and also provides procurement support for NHS England Area Teams based throughout the North of England. A central link for providers in the tender process. Ensures all procurements/tenders are carried out in accordance with Local, National and European requirements. Use the Contracts Finder, OJEU and In-Tend portals to advertise all major procurements.

Aim of the Presentation To provide an overview of the procurement process and practical guidance on the completion of the Request for Quote (RFQ) to potential providers.

Service Description NHS Hartlepool and Stockton-on-Tees Clinical Commissioning Group CCG wish to commission a pilot for the provision of a Community Innovation Fund for a one year term commencing 01 st January Providers will need to deliver innovative ways of helping people with mental health and learning disability issues which respond to the priority areas for NHS Hartlepool and Stockton-on-Tees CCG.

Overview and Purpose of the Request for Quote The RFQ details the priority requirements that Hartlepool and Stockton- on-Tees Clinical Commissioning Group, are looking to achieve through this procurement. Bids will be evaluated based on bid content only and no assumptions will be made based on prior knowledge.

Provisional Procurement Timetable ActivityDate Advert 29 July 2015 Deadline for receipt of clarifications from bidders 07 August 2015 Deadline for response to clarifications to all bidders 14 August 2015 Tender closes 21 August 2015 Evaluation of submissions 21 August 2015 – 04 September 2015 Presentations 11 September 2015 Recommended bidder report 29 September 2015 Contract award 30 September 2015 Mobilisation period begin 01 October 2015 Service commencement date 01 January 2016

eTendering System NECS is utilising an electronic tendering tool to manage this procurement – it is free to register All communication is issued via the messaging portal Portal details: In-tend helpdesk is open Mon – Fri 8am – 5pm T: E:

Overview of the RFQ Document Covering Letter Section 1 – Introduction Section 2 – Tender Information Section 3 – Important Notices Section 4 – Glossary of Terms Section 5 – Bidder Response Checklist Section 6 – Contract Documents & Supporting Information

Tender Documentation and Supporting Information Document Number and Name 1. Request for Quote (RFQ)For information 2. DeclarationDocument to return 3. Form of TenderDocument to return 4. Conflict of InterestDocument to return 5. Financial Model Template (FMT)Document to return

Tender Documentation and Supporting Information cont. Document Number and Name 6. NHS Standard Contract 2015/16 Particulars including Service Specification For information 7. NHS Standard Contract 2015/16 General Conditions For information 8. NHS Standard Contract 2015/16 Service Conditions For information

Section 5 – Bidder Response Checklist Bidders should ensure that the online questionnaires have been completed in full on the eTendering portal: Capability and Capacity Questionnaire Technical Response Questionnaire

Section 5 – Bidder Response Checklist cont. Bidders should ensure that the following documents have been uploaded to the eTendering portal: Document 2Declaration Document 3Form of Tender Document 4Conflict of Interest Document 5Financial Model Template

Document 2 – Declaration The Declaration document must be completed in full by bidders and in accordance with the terms of the RFQ. This document confirms that the bid submitted in response to the RFQ is made on the basis that the commercial terms set out in the contract documents are accepted by the bidder.

Document 3 – Form of Tender This document provides a statement that the bid submitted and any contract arising from it shall be subject to the Terms and Conditions of the contract and all other terms issued with the Request for Quote. This form should be completed by all lead bidders submitting a bid response and must be signed by an authorised signatory. In the case of a partnership, the Form of Tender should include a signature for each partner; in the case of a Corporate Body, by an officer duly authorised, the designation of the officer being stated.

Document 4 – Conflict of Interest This document should be completed and uploaded onto In-Tend. If no conflict of interest is identified by your organisation, please state this on your returned Conflict of Interest form.

Document 5 – Financial Model Template This document is to be completed and returned by 12 noon 21 August The Financial Model Template is the document that must be used to detail how the amount your organisation is bidding for will be spent.

Questionnaire 1 – Capability and Capacity Online Questionnaire This online questionnaire is where bidders respond to the questions asked.  Pass/Fail elements  Information elements  Ensure all sections are complete  Ensure all financial information is submitted

Questionnaire 2 – Technical Response Questionnaire This online questionnaire is where bidders respond to the questions asked. Details of the weighting and word count should be noted. These will be available in Document 1 – RFQ.

Bidder Clarification Request The deadline for bidders to submit clarification questions for this tender is 12 noon 07 August 2015 Questions will be responded to within 5 working days of submission. A complete list of all questions and responses will be circulated periodically to all bidders via the eTendering portal.

Evaluation Process Evaluations will be undertaken in accordance with the criteria outlined in Document 1 and carried out by panel members using an electronic evaluation system. Four stages of evaluation: Stage 1 – Compliance Stage 2 – Capability & Capacity Stage 3 – Technical Evaluation Stage 4 – Presentation

Stage 1 and 2 – Compliance and Capability and Capacity The bids will be checked for completeness and compliance with the requirements as detailed in the instructions document. To assess whether the potential bidder and its relevant organisations are:  Eligible to be awarded a public contract, as detailed in Regulation 23, Public Contracts Regulation 2006 (as amended).

Stage 3 – Technical Evaluation This stage evaluates the detailed bidder responses submitted in the Technical Response online questionnaire.

Stage 4 – Presentations Successful bidders will be invited to a 10 minute presentation on 11 September 2015.

Hints & Tips The following guidance is provided with the aim of helping bidders to prepare and submit their tender response for the Mental Health and Learning Disabilities Innovation Fund.

Hints & Tips – Getting Started Read all of the documentation thoroughly and familiarise yourself with Document 1 - RFQ Ensure you are aware of what is required for a compliant submission and understand the assessment criteria. Pay attention to the clarification and submission deadlines. Seek clarification where necessary, but be aware that this will be shared with other bidders unless stipulated ‘commercially sensitive’ and the Contracting Authority agrees that it is.

Hints & Tips – Answering Questions Answer all questions in full and submit all documents and annexes where required (with clear referencing). Do not give evasive, partial or caveat answers. Consider the entire service requirements when answering questions. If a response to a question should include details provided in another question, either clearly reference it – or repeat this.

Hints & Tips – Answering Questions cont. Do not use jargon or acronyms without an explanation or definition. Answers should demonstrate ability and not be driven by theory. Each question has a word limit – the response document will not allow any more than stipulated.

Hints & Tips - Answering Questions cont. If a question is not applicable ensure you state this and say why. Ensure that all supporting evidence is clearly referenced as detailed in Section 2 of the RFQ. Attachments should be uploaded as a single document.

Hints & Tips - General Advice/Information Allow yourself plenty of time to complete the documents, as you may have to gather information or provide evidence in your response. No bids will be opened on the eTendering portal prior to the submission deadline.

Hints & Tips – Quality Assurance Check your answers relate to the question. Check answers are clearly written and free from errors. Ask someone not directly involved to check your submission – someone unrelated will help to identify any omissions or areas of confusion or clarity. Ensure that only requested supporting evidence is attached and clearly referenced.

Hints & Tips – Remember! Bids will only be evaluated using the information that is provided in the tender submission – evaluators will not draw from any past experience or knowledge held. Bids will only be considered through the eTendering portal, your complete bid can be submitted as soon as it has been completed, amendments can be made to your submitted bid any time prior to the submission deadline. Only your latest submitted bid will be active.

Hints & Tips – Remember! The guidance provided does not constitute an exhaustive list and bidders are advised to fully check all the requirements and instructions outlined in the Request for Quote documentation.

Summary Deadline for clarifications – 12 noon 07 August Deadline for tender submissions – 12 noon 21 August Any clarifications from today or about the project, please submit as a correspondence. This will be responded to as a clarification to all. Presentation slides and responses to the clarification questions will be posted via –

NHS Standard Contract Sonia Rafferty Senior Commissioning Support Officer Mental Health 17 th July 2015

NHS Standard Contract The NHS Standard Contract must be used regardless of the proposed duration or value of a contract  Small-scale short-term pilots  Long-term high-value services

NHS Standard Contract The NHS Standard Contract is used to support the delivery of high quality cost effective services and to drive service innovation and transformation. Three parts to the contract:  Particulars - Contract term, Services, Payment, Quality, Governance, Contract Management  Service Conditions - Elements of this apply to all services other to specific services  General Conditions - Staff, contract management, Insurance

NHS Standard Contract Particulars Service Specification: This sets out the outcomes and standards required from the services. Quality Requirements: Measurement of performance and progress against key outcomes. Reporting Requirements: Information collected, collated, managed and provided to commissioner demonstrating activity, DNA’s, Patient experience and outcomes etc. Policies: Give assurance to the commissioners around Governance confidentiality data collection etc

Thank you

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