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Welcome to CCS Technology Services 2 Pre-Procurement Briefing

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Presentation on theme: "Welcome to CCS Technology Services 2 Pre-Procurement Briefing"— Presentation transcript:

1 Welcome to CCS Technology Services 2 Pre-Procurement Briefing
28th February 2017

2 Our Engagement Activity
Agenda 11:00 Introduction 11:15 Our Engagement Activity 11:25 Technology Service 2 (RM3804) 11:45 The Framework terms and conditions 12:00 The Procurement Opportunity 12:20 Our timetable 12:25 Your Questions?

3 Our Engagement Activity
Agenda 14:30 Introduction 14:45 Our Engagement Activity 14:55 Technology Service 2 (RM3804) 15:15 The Framework terms and conditions 15:30 The Procurement Opportunity 15:50 Our timetable 15:55 Your Questions?

4 Introduction

5 Our customers Housing Associations Government Departments
Devolved Administrations Local Government Emergency Services Education Health Charities / Third Sector

6 The areas we work in £520m savings by 2019/20 £420m savings by 2019/20
facilities management utilities & fuels property maintenance construction professional services workforce employee & people services cloud & digital network services software licensing technology products & services fleet finance travel information & content management communications Our category teams are organised into four specialist areas; Technology, Buildings, People and Corporate Services. Within each area we develop innovative commercial deals for our customers. Some key facts and features about each pillar are: Buildings: In 2015/16 we helped customers save £125m against a spend of £3.5bn Workplace solutions provides facilities management services Utilities and Fuels covers electricity, gas, liquid fuels, energy efficiency solutions and demand side response Other agreements include building materials, laundry and linen, personal protective equipment and furniture New initiatives for 2016/17 include the launch of construction related commercial solutions Corporate Solutions: In 2015/16 we helped customers save £126m against a spend of £4.3bn Fleet spans vehicle purchase, lease and conversions, telematics, tyres and fleet management Financial services includes fuel cards, ePurchasing cards, merchant acquiring, insurance, spend analysis and recovery, and corporate financial services Travel includes booking services, venue finding, event planning and vehicle hire Information and content management ranges from print and office supplies through post and courier services to records management, printers and photocopiers Communications includes solutions for strategy and planning, creative work, media buying and monitoring New initiatives for 2016/17 include a commercial solution for contact centres People In 2015/16 we helped customers save £40m against a spend of £1.7bn professional services covers: consultancy, legal services and technical consultancy workforce covers: workforce management, permanent recruitment, flexible resourcing and temporary recruitment employee and people services covers: learning & development, awarding organisations, employee services, occupational health / employee assistance programmes & eye care, and language services Technology: In 2015/16 we helped customers save £220m against a spend of £2.7bn Cloud and Digital includes G-Cloud, Digital Outcomes and Specialists and Cyber Security Services Network Services spans telecoms, mobile phones and connectivity and wide area networks and associated services Technology Products and Services covers end user and infrastructure hardware, software licences and related services Software licensing provides software estate reviews, licensing audit support and MoUs (memorandum of understanding) with leading providers £520m savings by 2019/20 £420m savings by 2019/20 £520m savings by 2019/20 £540m savings by 2019/20

7 £12.8bn £521m Our numbers for 2015/16 £6bn £6.8bn public sector spend
commercial benefits and savings £6bn for the wider public sector (excluding NHS) £6.8bn Central Government

8 Our priorities Maximising commercial benefits
Focusing on our customers Strengthening the UK economy through effective policy delivery CC CCS

9 Why choose us We work in partnership with you to achieve best value
We help our customers save millions of pounds We are making procurement simpler We are making it easier for smaller businesses to win contracts We continuously seek innovative commercial solutions CC CCS We put our customers first, working in partnership to help you achieve best value Our buying power and expertise helps our customers save hundreds of millions of pounds we’re making public sector procurement simpler we’re making it easier for smaller business to win contracts we’re continuously developing our commercial expertise and seeking innovative solutions

10 Background

11 Existing Frameworks Lot Structures RM1058 – Technology Services
Help desk/Service desk 2 Desktop Support 3 Network Management 4 Network and content security: 5 Infrastructure and Platform, Maintenance & Support 6 Audit services & Asset management 7 IT Infrastructure Transition Services & Delivery 8 Service Integration/Service Integrator 9 Disaster Recovery/ Business Continuity 10 Backup and Data Services 11 Asset Disposal RM1032 – Enterprise Application Support Services 1 Oracle E Business Suite Enterprise Application Support 2 SAP Enterprise Application Support Services 3 Other Specified Enterprise Application Support Services (Fusion, Hyperion, JD Edwards, PeopleSoft, Siebel) 4 Other Non-Specified Enterprise Application Support Services (e.g. Dynamics, Sage, Agresso, Cognos) Proceeding agreements Technology Services and Enterprise Application Support Services 84 Suppliers on RM1058 19 Suppliers on RM1032 Overview of the lot structures; RM lots; RM Lots

12 Current Position Technology Services (RM1058) Spend £42m
Estimated Framework Value £100m – £200m Suppliers - 85 (54% Small Business) Customers - 71 (22% non Central Government) Orders - £81m (25% with Small Business) Spend £42m Current Position

13 Current Position EASS (RM1032) Spend £4m Orders £7m
Estimated Framework Value £10m - £100m Suppliers 19 (40% small business) Customers 20 (75% non Central Government) Orders £7m Spend £4m

14 Mission Statement “To be the preferred customer route to market for sourcing Technology Services and Transformational Support, in line with Government policy and strategy. Providing the right supplier market for our customers and a healthy pipeline of opportunity for our suppliers. Offering flexible routes to market, whilst ensuring ‘value for money’ for our customers” 10th October 2016

15 Our Engagement Activities and Findings

16 1 2 3 4 5 6 7 Technology’s Seven Service Principles User needs first
Buyers and suppliers 2 Commercial Solutions Design Simple Competitive Innovate Create opportunity 3 Commercial Insight Clear Helps make savings 4 Supply Chain Growth 5 Use technology Improve the buying process 6 Support Open Standards Open Data Open Source 7 Buying Power Maximise for the Crown

17 Our Values CCS 4 Key Values: Listen, Respect, Collaborate and Trust
June 2016

18 Our Engagement Process
Customer and supplier surveys Supplier interviews YPO, CPC and MOD on our Steering Board GDS, CTS and CTT engaged Discovery events Blueprint options designed Blueprint focus groups Terms and conditions focus groups Interviews with customer entities Customer and supplier surveys - 39 supplier responses, 30 customer responses F2F supplier sessions - 13 Supplier and Customer Discovery workshops suppliers, 92 customers, 9,500 individual responses Discussions at different stages with 14 customer departments, consortiums and stakeholder organisations

19 Our Key Findings Frameworks Increased use of frameworks Cross framework contracting biggest wish Technology Products most widely used Customers deterred by too many suppliers Which framework and when? We have been transparent with the engagement findings - these are published on the Technology Services 2 Web page Key findings summarised under 3 categories. 1 - Frameworks G-Cloud is most widely known

20 Our Key Findings 2- Terms and Conditions Terms and Conditions
More standard format across frameworks Issues with size and scope of call off contract Indemnity and warranties should be scaleable Customer not tailoring call off terms to their needs Contracting terms too short Need for improved guidance 2- Terms and Conditions

21 Our Key Findings 3 - Services Services
Demand for Open Source and Open Data Demand for analytic and audit services Desktop as a Service increasing in popularity Demand for PAYG type services Demand for managed security (SOC) Data is key in the move to Public Cloud 3 - Services

22 RM3804 - Technology Services 2
Scope and Structure

23 Framework Lot Structure
Technology Strategy & Service Design Transition and Transformation Operational Services Programmes and Large Projects 3a. End User Services 4a. Official 3b. Operational Management 3c. Technical Management 4b. Above Official Condensed into four Lots Technology stratgey and service design Transition and tranformation activities Operation services, all in one lot Programmes and projects, split by security levels (official inc offical sensitive), secret and top secret 3d. Application and Data Management

24 Framework Lot Structure
The design of customers’ technology strategies, using either classic (waterfall) or agile (iterative) approaches. The strategy may be new, modified or an enhancement of the current strategy. The design approach of the strategy will be dependent upon the life expectancy of the strategy and how dynamic the organisation may be. Key attributes: Capability Analysis - Identification of current business capability (as is) and that which will be needed for the future state (to be). Technology Gap Assessments - The assessment and recommendation of the right technology to plug the capability gap between the as-is and the to-be. Business Models - Identification of the correct commercial and operational models to deliver the technology strategy (insourced, outsourced or multi-sourced models). Architectures - Identification of the correct technology architecture to deliver the technology strategy (in-house hosted, private cloud, hybrid or public cloud). Road-mapping - The development of the technology roadmap to co-ordinate the delivery of the technology strategy. IT Financial Management - Development of an IT financial management approach to support the technology strategy, in order to manage investment and costs and obtain business benefit from any investments. Technology Strategy & Service Design Transition and Transformation Operational Services Programmes and Large Projects Strategic Elements Lot 1, In terms of strategic elements Business capability - as-is through to the to-be Technology gap assesments - to plug the gaps in the business capability Business models - delivery of the operational and commercial aspects (insource, outsource etc) Architecture - Right technology architecture to deliver the technology strategy (in-house hosted, public cloud etc) Road mapping - phased deliver to the strategy and operational elements over time IT Financial Management - Capex, Opex funding, write-off, leasing etc

25 Framework Lot Structure
The identification and design of resources, processes and assets in order to meet the customer’s service requirements to deliver their technology strategy and/or end user needs. This includes the audit of current service offerings, their improvement as well as new services. Services should have inherent continuous service improvement. Services may be designed in line with IT Service Management Models (ITSM) such as ITIL, Cobit, ISO/IEC or others, as required. Key attributes: Operational Services - The Identification of operational services, their owners and end users in order to design a service delivery model that will meet the current and future capacity of business needs. Service Levels and Performance - The identification and implementation of service levels and KPI’s for the identified services, their measurement and reporting and how service provider(s) may work to achieve them. Service Availability - Assurance and continuity of service availability that meets or exceeds the technology road map and/or future business needs. Risk - Risk identification, mitigation and management to deliver service continuity. Security - The alignment of technology security to the overall business level security. Supply chain - The design of any commercial processes required for the management of the technology supply chain. Applications - The identification and specification of any appropriate databases, applications or toolsets to deliver the services. Technology Strategy & Service Design Transition and Transformation Operational Services Programmes and Large Projects Service Design Elements Lot 1, from the service design perspective Identification of the operational services, the owners, users etc Service levels and performance and how they should be measured and reported. Along side service levels there is service availability - ensuring continuity etc throughout the delivery of the roadmap and strategy. Risk identificaton and mitigation - feature of the service continuity aspect. Security - implementing business level security into the technology strategy. Supply chain and the design of commercial processes etc to manage the technology supply chain. Road mapping - phased deliver to the strategy and operational elements over time Applications, design and specifiaction of software assets etc to deliver teh services

26 Framework Lot Structure
Transition and transformation facilitates the implementation of designed services, architectures or processes in line with the customer specifications and/or services strategy, with minimal risk and impact to the organisation. The process should be conducted in a cost effective and timely manner. The service(s) may be new, modified, enhanced or the retirement of a service(s). This Lot also covers transition from one operational site(s) and/or service provider(s) to an alternative and/or insourcing of previously outsourced services. Key attributes: The identification of the transition/transformation success factors and their measurement. Risk analysis and risk management. Audit and due diligence activities for the present customer estate. Project planning (including remediation activities) and reporting Implementing and managing the transition/transformation process and coordination of resources. Post transition/transformation review to identify if the objectives, success factors and benefits have been met and realised. Legacy service decommissioning and disposal, including planning and coordination of activities. Transition and Transformation Operational Services Programmes and Large Projects Transition/transformation sucsess factors, how they are identified and measured. Transition risk analysis Audit and due diligence activities - present technology estate Project planning and reporting Implementing and managing the transition proces and resources Post transitiocn review - have the objectives and sucess factors been met and measured Decommissioning the legacy service

27 Framework Lot Structure
Operational Services 3a. End User Services 3b. Operational Management Services 3c. Technical Management 3d. Application and Data Management Transition and Transformation Programmes and Large Projects The services, processes and  tools needed to manage the provisioning, capacity, performance, security and availability of the technology environment. Delivering at the right quality and at competitive costs. All services should allow for change management within their delivery. Services may be delivered in line with IT Service Management Models (ITSM) such as ITIL, Cobit, ISO/IEC or others, as required by the customer. Operation services lot has been broken into four sub lots Those service smay be delivered in line with industry service management models

28 Framework Lot Structure
The services for the provision and support of the end users technology environment and the ongoing support of that technology and its end users, throughout the technology lifecycle. Key Attributes: End User Support - An information and support management service to handle a customer’s internal or external queries and operational problems on technology related processes, policies, systems and usage. Services may include: product support capabilities, including elements of hardware and software support, logging of problems, reporting and proactive results analysis of problem trends to suggest permanent fixes. The dispatch of service technicians and/or parts, end user training coordination and other technology related issues. End User Computing and Device Management - The scope of the end-user computing and device management covers the full life cycle management of desktop, laptop, tablet, thin client, handheld and peripheral assets including acquisition, deployment, maintenance, change management as well as disposal. The service extends to the hardware, software, disaster recovery and personnel to perform the technical support, planning, process management and administration of the service. Operational Services Transition and Transformation Programmes and Large Projects 3a. End User Services End User Support - An information and support management service to handle a customer’s internal or external queries and operational problems on technology related processes, policies, systems and usage. End User Computing and Device Management - The scope of the end-user computing and device management covers the full life cycle management of end user assets including acquisition, deployment, maintenance, change management as well as disposal.

29 Framework Lot Structure
The services which focus on the operational management aspects of the core infrastructure, its processes, performance, suppliers and continuity in order to deliver services to the end user's computing environment IT Operations, Data Centre and Technology Estate Service Management - The body of competencies, roles and practices that ensure technology offers the right services at the right price and quality levels for its users. Operating models may be fully centralised, fully decentralised or ‘federated’ (hybrid) This includes the day-to-day system management responsibility for the technology infrastructure, its systems operation, integration, support, administration, and performance monitoring. Technical diagnostics/troubleshooting, configuration management, system repair and disposal management and the production of management reports may form part of this service. Security Management - The control, monitoring and management of security devices, systems, web sites, applications, databases, servers and data centres, and other technologies and services. This extends to managed firewall, identity and access management, intrusion detection, virtual private networks, vulnerability scanning and anti-viral/anti-phishing services. Services may be provided individually or as a whole in the form of an in-house or external Security Operations Centre (SOC) aimed at managing a 24/7 service. Operational Services Transition and Transformation Programmes and Large Projects 3b. Operational Management Services Operatonal Management Services IT Operations, Data Centre and Technology Estate Service Management - day-to-day system management responsibility for the technology infrastructure Security Management - The control, monitoring and management of security devices, systems etc. Services may be provided individually or as a whole in the form of an in-house or external Security Operations Centre (SOC)

30 Framework Lot Structure
The services which focus on the operational management aspects of the technology estate (cont.) Operational Services Transition and Transformation Programmes and Large Projects Supply Chain and Contract lifecycle management - The process of creating and fulfilling demands for technology services, including the life-cycle of contracts created, administered or that may impact the organisation. This includes third party contract management and/or service integration (SIAM) with regard to outsourcing, procurement, licensing and any other technology related agreements containing contractual obligations to the customer both now and in the future. 3b. Operational Management Services (cont.) Supply Chain and Contract lifecycle management includes third party contract management and/or service integration (SIAM) Agency rights for other CCS agreements - holistic solutions delivery

31 Blueprint Lot Structure
The services that focus on the technical management of the delivery infrastructure and its assets on the technology estate Key Attributes: Network Infrastructure Management - Services for planning, delivering, operating, managing (including security), supporting and monitoring the on-premise local area network infrastructure (LAN) and/or its assets. Including but not limited to fixed and wireless netwrok devices, routers, Switches, firewalls, fibre optic equipment etc). This may take the form of individual services and/or a Network Operations Center - NOC. Exclusions to this service group are telephony, mobile voice and data services, video-conferencing, audio-conferencing services, integrated communications and wide area network provisioning and connectivity. Hardware and Software Asset Management - A framework and set of processes for strategically tracking and managing the financial, licensing and contractual aspects of IT assets through their life cycle. This includes hardware and software acquisition and disposal decisions that identify and eliminate unused or infrequently used assets, the consolidation of software licenses or proposals for new licensing models.  The service should provide an accurate account of technology asset lifecycle costs and risks to maximize the business value of technology and sourcing decisions. Operational Services Transition and Transformation Programmes and Large Projects 3c. Technical Management

32 Framework Lot Structure
The services which focus on the data, the enterprise and business line applications and their support and/ or development in the technology estate Operational Services Transition and Transformation Programmes and Large Projects Key Attributes: Data Warehouse, Database and Data Management - Data, database and middleware management and integration practices, architectural techniques and tools for achieving consistent access to data across the technology estate. The activities should meet the data consumption requirements of all services, applications business processes. This is inclusive of installation, configuration, management and support (1st or 3rd party) of databases. Data activities extend its extraction, translation, transfer, conversion and backup and recovery. Applications Management and Support - The wide variety of application services, processes and methodologies for maintaining, enhancing, managing and supporting custom or enterprise applications, packaged software applications or network-delivered applications. DevOps - A collaborative approach to the integration of the software life cycle from application development through release and IT operations activities, with a focus on process workflows, application creation, deployment, and delivery. There is a focus on culture and the use of tools to automate the delivery for rapid and reliable software release. 3d. Application and Data Management Data Warehouse, Database and Data Management - Data, database and middleware management and integration This is inclusive of installation, configuration, management and support (1st or 3rd party) of databases. DevOps - Applications Management and Support - maintaining, enhancing, managing and supporting custom or enterprise applications, packaged software applications or network-delivered applications

33 Framework Lot Structure
This Lot is for large scale, complex or high risk projects and/or programmes that require the range of services offered in Lots 1,2, and a majority of those in 3(a,b,c,d). For services at the Official level, service providers who qualify for Lots 1,2 and 3a - 3d will automatically qualify for Lot 4a. In addition, those that fully complete and pass the additional security questionnaire (in the ITT), will qualify for Lot 4b and the opportunity to deliver programmes and/or project requirements at the Government's Secret and Top Secret security levels. Delivery may take the form of a single entity (single sourced) providing all of the services or multiple-entities (multi-sourced) depending upon the customer’s technology delivery strategy. Programmes and Large Projects 4a. At Official Security Level 4b Above Official including Secret and Top Secret Transition and Transformation Operational Services

34 Framework Call Off Term
Technology Strategy & Service Design Transition and Transformation Operational Services Programmes and Large Projects 3A. End User Services 4A. Official 3B. Operational Management 3C. Technical Management 4B. Above Official 3D. Application and Data Management 2 Year Maximum 3 Year Maximum 5 Year Maximum 5 Years Minimum

35 Framework Call Off Methods
Technology Strategy & Service Design Transition and Transformation Operational Services Programmes and Large Projects Direct Award for Commoditised Services 3A. End User Services 4A. Official 3B. Operational Management Further competition across both Lots 3C. Technical Management 4B. Above Official 3D. Application and Data Management Further Competition Individual Lot Further Competition Individual Lot Further Competition Individual Lot (Capability Matrix) Further Competition Individual Lot

36 RM3804 - Technology Services 2
Terms and Conditions

37 Framework Terms and Conditions Market Engagement
Engagement with customers and suppliers - including existing and new framework suppliers (SIs, SMEs and VARs). Critical feedback including: T&Cs too onerous on suppliers Order Form too complex Liabilities too high Suppliers and Customers would like: Simpler ordering process Longer duration call-off contracts Contract terms commensurate with level of risk Ability to negotiate terms

38 USER FRIENDLINESS Framework Terms and Conditions Market Engagement
Results from learning through pre-market engagement and the good work done in recent related framework procurements Emphasis on USER FRIENDLINESS Ease of use for customers (and by extension suppliers too) Call-Off Contract & Order Form Agency enabled (cross and off-framework linking) Collaboration with other suppliers Plain English (Order Form & user guidance)

39 2 years + optional extensions (+1 +1)
Framework Terms and Conditions Structure Framework Agreement Call Off Contract Core SERVICES PROJECTS Bolt-on Guarantee Security Collaboration 2 years + optional extensions (+1 +1) Base

40 Framework Terms and Conditions Structure
Call-Off Contract & Order Form Differentiates between contracts for Projects and Services Also gives a 'short form' Call-Off Contract for simpler commoditized services (to be automatically applied to orders through the electronic catalogue) Additional supplementary terms available for selection (e.g. Security, Collaboration) Liability to be commensurate with risk - higher of £1m or 125% of contract value, reduced from default £10 million or 150% Increased parity with ‘sister’ Technology Products 2 framework Insurances Third Party Public Liability and Professional Indemnity – £1m min cover each* *larger contracts can specify higher requirements

41 Framework Terms and Conditions Call Off Operation
Further Competition (all Lots) Direct Award (Electronic Catalogue* – for commoditised services) Call Off Contract Between Suppliers and Customers Base provisions – apply to catalogue orders* Order Form Exclusive method of entry into a Call Off Contract – captures all specifics and variables of the requirement Alternative & Additional Contract Provisions Opted in via Order Form - Grouped by Project or Service (or both for Lot 4) plus selectable specific terms *future development

42 Product/Service delivery
Framework Terms and Conditions Framework Operation Framework Authority (CCS) Framework Supplier Customer Framework Agreement Call Off Contract Guidance Notes Product/Service delivery Payment Management Info

43 The Procurement Process
Simplified Tender Pack

44 The Pack Simplified Tender Pack Four Core Documents; Invitation
CCS Needs The Customer Needs Your Offer Other documents; Past performance Terms of participation Declaration of compliance

45 The Invitation Simplified Tender Pack In this part we explain:
1. What ’we’ and ‘you’ means 2. Who can bid 3. How to bid 4. TUPE 5. How our buyers will buy the goods and or services 6. When and how to ask questions 7. Timelines for the competition Make sure you read the guidance, information and instructions that we provide – they are there to help you make your best bid.

46 CCS Needs Simplified Tender Pack Part A – The competition
What you can expect from us What we expect from you Our rights General Part B – The Framework Agreement Making the agreement work

47 The Customer Needs Simplified Tender Pack Part A - Introduction
Customer needs statement The current situation The opportunity Part B - Specification Our priorities Scope Metrics Part C - Call-Off Contract RM3804 Call Off Contract Call Off Procedure

48 Your Offer Simplified Tender Pack
Make sure you have read and understood the Invitation, Customer Needs and CCS Needs before you attempt to complete Your Offer. Part A - Standard Selection Questionnaire Part B - Award Guidance and Questions Five quality type questions per Lot - 12 in total Section A - Lot 1 only Section B - Lots 1 & 2 Section C - Lot 2 only Section D - Lots 2 & 3 Section E - Lot 3 only Part C - Commercial Pricing

49 Additional documents Simplified Tender Pack
Past Performance Certificates (Lots 3 and 4) Part of selection stage; Only needed if you have relevant contracts in last 3 years; Contracts must be over £20m - total contract value Delivery counts - not award Customer certificate or self certificate - forms

50 The Procurement Process
Accessing and responding to this opportunity

51 Access the Opportunity
1. Register Are you a Registered User on our eSourcing Suite (eSS) aka Emptoris? If you're not, please register for access here 2. Express your Interest Provide your organisations name Provide our event name “RM3804 Technology Services 2” Provide a list of your users that will require access to the event 3. Receive Details Once registered you will receive the following two s containing the following: Your login and password details; The link to our eSourcing Suite If you do not receive these, check your spam folder and filter settings

52 Access the Opportunity
At logon you must [Accept] a System Usage Agreement, you’ll then see the list of “Open” events to which you have “expressed an interest” or been invited. By clicking on the “View/Respond to RFx” button, you will access that event.

53 Access the Opportunity
Select the “RFx Attachments” link to access the event’s attachments.

54 Access the Opportunity
Once you have decided to participate in this event, you must click on the green “Accept” button in order to enter a response.

55 Access the Opportunity
The “Questionnaires” tab allows access to the events questionnaires.

56 Access the Opportunity
Click on “Place Response” next to a questionnaire, this will access the individual questions within that questionnaire. Ensure that you click “Save” at the bottom of the window before closing the questionnaire window, otherwise your response will not be recorded.

57 Access the Opportunity
Once you have entered and saved a Questionnaire’s responses the information is held in a “draft” state (indicated by a “DB” icon**) until you select the “Submit”* button at which point the icon will change (indicated by a “R” icon). You may submit responses at any time before the event’s deadline. * ** Failure to submit any response will leave it unavailable for CCS to evaluate once the event’s deadline has been reached.

58 Access the Opportunity
•You may update your tender response at any time until the deadline. •The “Submit” button will be visible until the deadline, re-selecting the button will either submit “draft” responses or provide a confirmatory message. •A messaging function is available within the event to communicate with the CCS Sourcing team, it’s accessed by selecting “RFx Messages”; your messages will not be visible to other bidding organisations. •An alert will be sent to all the message recipients’ addresses as a prompt to the existence of the new message. All messages must be answered from within the eSourcing Suite, not by responding to the alert. •Local filtering/blocking, over which CCS has no control, may intercept these alerts, so it’s a bidder’s responsibility to periodically login and monitor the content of their “RFx Messages”.

59 The Procurement Process
Top Tips

60 “I want to give you marks, - Any framework evaluator
Top Tips “I want to give you marks, not take them away.” - Any framework evaluator

61 Top Tips Read all of the guidance and tender documentation thoroughly, plus any published clarification questions  Ask questions to clarify your understanding of the response required eg T&Cs during the early stages of the tender clarification period. Channel all procurement/tender related contact via the messaging function on the eSourcing Suite to avoid the risk of your messages being missed Keep up to date with any of our published clarification question responses DO

62 All of the questions within the Invitation to Tender (ITT)
Top Tips All of the questions within the Invitation to Tender (ITT)  All fields within any tables, or enter ‘n/a’ to show you have read and understood the requirement Using the keywords in the response guidance to form your response - this helps to ensure that the response you submit directly answers the question The question being asked and steer clear of using marketing jargon or text copied from your marketing material ANSWER

63 Top Tips Your organisation details are accurate eg that your registered organisation, including company number, name and address match exactly  Pay close attention to where we have said you can and cannot include attachments as part of your answer Any T&C’s that you are uncertain about with your own legal teams as early as possible the word count limit, use it to answer the question fully - be aware of command phrases eg: describe how, please detail etc.   CHECK

64 Top Tips Include attachments where they have not been specifically requested Copy and paste subcontractor responses; you must complete the documents as the prime contractor Cross reference to other responses within your tender   State that named customer reference details are ‘confidential’ or provide your account managers details where these have been requested. You will fail the question. DON’T

65 ‘Submit All Draft Bids’ button before the closing deadline!
Top Tips Leave plenty of time to review your responses but remember to press the ‘Submit All Draft Bids’ button before the closing deadline!

66 And finally, a few words on:
Top Tips And finally, a few words on: Collusion No thank-you! Post Tender Negotiations After your bid is submitted Ensure you monitor the the eSourcing Suite messaging system at all times Respond promptly to post tender clarification requests from us At the point of Award If you are successful, you must agree to the published T&C’s otherwise our offer will be retracted Sign your framework agreement promptly and return by the deadline set

67 Our Timetable

68 Our Timetable Publication of Contract Notice
21st March Publication of Contract Notice 28th March Post Contract Notice webinar 19th Alpril Clarification period closes 27th April CCS publish responses to clarifications 04th May Tender closes 05th May Evaluation process commences 25th Aug Framework award

69 Customer Interest

70 Questions?

71 Session Close Technology Services 2 Pre-Procurement Briefing
28th February 2017


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