1. Social Value Briefing

2. The Social Value Portal
The Social Value Portal is an on-line solutions for the measurement, procurement and reporting of social value as required by the Social Value Act.
We are a Social Enterprise
We help organisations answer the question “What value do we bring to society?”
We provide an on-line solution that delivers:
Measurement
An accounting methodology for measuring social value
Management
Ongoing target setting and contract management
Procurement
A procurement platform for Social Value to unlock value in your supply chain
Reporting
Non-financial and financial reporting of social, economic and environmental performance
2 The Social Value Portal - Overview

3. Selected Customers
We are working with BOTH public and private sector customers giving us a deep understanding of local needs. We work across all sectors
3 The Social Value Portal – Overview

4. Drivers of Change

5. The Social Value Act
The Social Value Act is transforming the relationship between business and the public sector – what more can business do?
Being used by local authorities to make the public £ go further
Becoming a key differentiator (Manchester 20% SV weighting)
Rewards businesses that ‘do good’
“An act to require public authorities to have regard to economic, social and environmental well-being in connection with public services contracts and for connected purposes.”
The SVMI has been developed through a group effort and is a culmination of work since February including meetings, stakeholder consultation and pilots
5 The Social Value Portal – Overview

6. Benefit of Social Value in Councils
Social Value can provide genuine benefits
Opportunity not a burden
Evidence is that it is not an additional cost
Evidence is that it promotes local and better business relationships
+ 20% SVA

7. Measuring Social Value

8. Creating Social Value SUPPLY CHAIN
Social Value is the net impact arising from a business activity measured in terms of the economic, social and environmental benefits brought to society c
INDIRECT BENEFITS
LONG-TERM IMPACTS
Social Value can be measured in terms of direct, indirect and longer term impacts
Value is created by he core business, its CSR activities and the activities of its supply chain
DIRECT OUTCOMES
Activity
HYPERLOCAL
LOCAL
REGIONAL
SUPPLY CHAIN

9. Social Value depends on Context and View Point
Social Value depends on view point. The same job given to different individuals will lead to very different ‘values’ to society.
Context and Cultural Background
Value: £2,200
Value: £16,000
New Job
On the one hand….
Happy family
Good education
Good CV
No criminal record
On the other hand….
Troubled family
Left school at 16, no GCSEs
Petty criminal record, likely to get worse
Which is worth more and from what perspective – society or the individual?
9 The Social Value Portal – Overview

10. How it works Total Social Value = Sum(Measures*Value)
Measurement should reflect local needs and will reflect your corporate strategy in terms of Themes, Outcomes and Measures (TOMs Matrix)
Theme
Outcome
Measures
Units
Value
Growth and Jobs
More people in local work
No. Young Offenders
No. people
£16,600/per
Fair Pay
Promote Local Business
A Resilient Third Sector
No. Voluntary hours
No. hrs
£13.57/hr
Healthy Communities
Vulnerable people better supported
Spend in local supply chain
£ spent
Local Spend
Lower waste and littering
Reduced CO2e
tCO2e
£68/tCo2e
Greener and Cleaner
Reduced carbon emissions
Total Social Value = Sum(Measures*Value)
10 Social Value Portal - Overview

11. Birmingham City Council
Most councils have their own TOMs Matrix. We help finalise the measures and allocate values. These are used in procurement and contract management
Theme
Example Outcome
Examples of Metrics and Measures
Local Employment
Increase Local Employment
How many new jobs (Full Time Equivalent) will you create?
How many hours of voluntary work hours will you provide?
% of staff within 10 miles
Buy Birmingham First (Local Procurement)
Promote Buy Birmingham First
What percentage of your spend will be with suppliers within 10 miles of the point of delivery
% of spend with 3rd sector (Social Enterprises, Charities)
How many procurement opportunities posted on ''Find it in Birmingham''?
Partners in Communities
Support Community Resilience
How many schools supported through, governors, reading, mentoring, Career advice, CV writing
Private sector investment in communities
What value of spend with Social Enterprises?
Residents making socially responsible decisions
Number of community organisations supported
Good Employer
Promote Fair Employment and Equal Rights
Pay the Living Wage (Y/N) to Employees servicing BCC contracts
Flexible working hours
Green & Sustainable
Protect the Environment
CO2 reduction (tCO2e)
Number of individuals in Fuel poverty assisted with energy efficiency measures
Ethical Procurement
Promote Ethical Procurement
% of suppliers audited on ethical practices
% of invoices paid within the terms of the primary contract.
11 Social Value Portal - Overview

12. The Social Value Calculator
The TOMs Matrix is used to build a Social Value Calculator. These are bespoke and will reflect the specific benefits that a Community Pharmacy will bring. This specific calculator is being used by Legal & General of their new home development in Crowthorne, Berkshire
Theme
Outcome
Question Name (Short)
Question (Long)
Units
Factor
Values
Economy: Skills and Employment
Delivering local employment
Local people employed
Local people employed on the contract (full time annual equivalent). Please refer to the definition of Local in the Tender Documents.
no. 1
£23,783
% local people employed
% local people employed on contract % £0
Improving skills for local people
Meaningful work placement
Number of weeks in aggregate spent on meaningful work placements (only those of 1 week or over) or on a Pre-employment course on the project
no. weeks
£800
Training opportunities
Number of training opportunities created or sustained (BTEC, City of Guilds, NVQ, HNC & Apprenticeships), Levels 2,3 or 4 (please specify how many at each level)
no. people
£1,946
Number of people supported into work
Number of hours dedicated to support people into work (e.g. CV advice, mock interviews, careers guidance)
hrs
£20
Opportunities for disadvantaged people
Long term unemployed hired
Number of employees taken on who are long term unemployed (defined as people with continuous periods of unemployment extending for a year or longer)
£11,939
NEETs hired
Number of employees taken on who are not in employment, education, or training (NEET) and yr. old
£14,438
Rehabilitating offenders hired
Number of employees taken on who are rehabilitating offenders
£34,840
Supporting diversity
Diversity training
Do you provide diversity training for your team and subcontractors
Y/N
Economy: Promoting Local and Responsible Businesses
Opportunities for Local Companies
Support for local SMEs and social enterprises
Support for local SMEs and social enterprises, e.g. through expert business advice and guidance or 'meet the buyer events' for local businesses
no. of events
£104
Local supply chain spend
Total amount (£) spent in local supply chain through the contract (excluding Social Enterprises spend - see question13)
£1.111
Opportunities for Local SMEs and Social Enterprises
Local SME spend
Total amount (£) spent with local SMEs through the contract £1
Social enterprises spend
£ spent with Social Enterprises through the contract
0.25
Society: Creating Stronger, Healthier Communities
CVOs employed in the supply chain
CVOs advice and guidance
Providing business advice and guidance to CVOs
£26
Third sectors provider spend (supply chain)
£ spent with third sector providers within your supply chain
Volunteering in the Community
Volunteering to local community
No hours volunteering time provided by staff to local Community
£15
An effective and resilient third sector
Donations to local community
Charitable Fundraising/Donations: communities / local
Working with schools
Curriculum engagement
Contribution to education (Curriculum Engagement) including school visits
Environment: Protecting and Improving Our Environment
Better places to live
Sustainable Communities support
Support to build more sustainable communities (e.g. by assisting with management of energy costs or energy efficiency improvements to homes)
Efficient use of resources
Waste to land fill reduction
Reduction against baseline of waste to land fill
tonnes
£86
Improving the climate and local environment
CO2 savings
Savings in CO2 emissions on contract (specify how these are to be achieved).
tCO2e
£18
Sustainable Procurement
Sustainable Procurement policy
You have or are developing a Sustainable Procurement Policy. Please upload your policy here.
ISO sub-contractors
No. of sub-contractors with ISO 14001
Promoting Social Innovation
Other measures that deliver social value
Other measures (hrs)
Other measures (hrs) - please describe any additional initiatives that you would like to make and hrs to be committed
Other measures (£)
Other measures (£) - please describe any additional initiatives that you would like to make and £ to be invested
The Local Multiplier applied to local supply chain spend has been computed by regionalising GVA multipliers for the Construction Industry.
Local SME spend has been recorded but not valued, to avoid double counting with local supply chain spend (hence the 0 in the Factor column).
Social enterprises spend has been assigned a factor of 0.25 – this avoid double counting with local supply chain spend, while capturing the “extra benefits” of allocating spending to a social enterprise.
We have excluded Waste to landfill reductions and CO2 savings from the final figures, as the responses from different bidders were not comparable. (Hence the 0 in the Factor column)

13. Needs Analysis
The TOMs matrix is designed to reflect the needs of the local area. GREATEST NEED is likely to reflect GREATEST VALUE
EDUCATION
HEALTH & DISABILITIES
LIVING ENVIRONMENT
BARRIERS TO HOUSING
& SERVICES
CRIME
INCOME
EMPLOYMENT
Severe deprivation (bottom 10%)
Mild deprivation

14. Case Studies

15. Cowen Avenue – Project Description
Harrow selected a new project at Cowan Avenue to run as the pilot study. The tender was run as an ‘open tender’ with no PQQ.
Harrow Council was looking to appoint a contractor to carry out refurbishments works to 1-46 Cowen Avenue, an existing residential block arranged over 3no. Low- rise buildings constructed c. 1960, each comprising 4 storeys of multi-occupancy residential accommodation (ground and floors 1-3), plus lower ground floor of ancillary space.
Key works include:
Installation of external wall insulation
Interior Works
Mechanical and Electrical Works
Contract Value (Estimated) - £1.1m and £1.3m
Contract Term - 9 months
15 The Social Value Portal – Overview

16. Cowan Avenue – Evaluation Criteria
Harrow selected a new project at Cowan Avenue to run as the pilot study. The tender was run as an ‘open tender’ with no PQQ.
Quality / Technical
Area weighting
Quality Weighting
Project Examples
30%
Delivery of the Specified Requirements
Programme of Works
10%
Resident Communication
Key Performance Indicators
Health & Safety
Total for Quality/Technical
100%
Quality Threshold – 20% out of the available 30%
Social Value (via the Social Value Portal) *
SV Weighting
Commitments
70%
Supporting Method Statements
Total for Social Value
Commercial - Cost
Commercial Weighting
Cost submission
60%
Total
16 The Social Value Portal – Overview

17. Cowen Avenue – Tender Submissions
17 The Social Value Portal – Overview

18. Figure: YPO supplier map using SVP
CASE STUDY: Yorkshire Purchasing Organisation
YPO (Yorkshire Purchasing Organisation) is a 100% publicly owned body supplying products and services to its public sector customers across a large proportion of the UK .
SVP has been commissioned to develop a YPO Social Value Strategy including overall Themes, Outcomes and Measures (TOMs) and to roll out the solution across YPO to enable reporting on Social Value to be included in the Membership Benefits statement.
We are reporting on suppliers by geospatial map and post-code
We have set up over 100 Supplier Accounts and are working through the process of ensuring YPO’s suppliers are registered and reporting on Social Value .
So far, 60 suppliers are registered and 23 have submitted a Social Value report.
We are continuing with the process of increasing uptake and considering incentives to achieve maximum compliance
Figure: YPO supplier map using SVP

19. YPO
The SVMI has been developed through a group effort and is a culmination of work since February including meetings, stakeholder consultation and pilots
19 The Social Value Portal – Overview

20. Social Value Maturity Index

21. The National Social Value Task Force
We manage the National SV Taskforce which allows us to set national standards in measuring and managing social value
AGMA
Birmingham City Council
Bristol City Council
Cabinet Office
Coventry City Council
Cornwall County Council
Crown Commercial Services
Halton Borough Council
Local Government Association
London Fire Brigade
Durham
NHS Halton CCG & LA
ORBIS (Surrey & East Sussex County Councils)
Supply Chain Future
Social Value Portal
Willmott Dixon Foundation
YPO
Economy: Skills and Employment
Economy: Promoting Local and Responsible Businesses
The SVMI has been developed through a group effort and is a culmination of work since February including meetings, stakeholder consultation and pilots

22. The Social Value Maturity Index
FOLLOWER - Compliance driven. Doing just enough to meet the conditions of The Act
MATURE - Taking a pro-active approach to integrating Social Value into procurement and commissioning
LEADER - Social Value embedded into corporate strategy and have comprehensive frameworks for management and delivery
INNOVATOR - Social Value is a core operational metric, integrated into all directorates/departments and activities with regular reporting against targets
Policy & Scope
Internal Management
Measurement: Themes, Outcomes and Measures
Commissioning
Procurement
Market Engagement and Partnerships
Contract Management
Cross Sector Collaboration
Reporting
Governance and Accountability
THE tool itself is a manifestation of a the framework which itself is based on a journey that starts out following the pack, leads onto being mature as you become more proactive in the process, to a point where you are a recognised leader in embedding social value into your systems and processes. Finally, some of you might choose to innovate around some or all of the issues. Your journey is assessed against 9 (business) and 10 (public sector) key themes.
It is important to note that there is no right or wrong as long as you are compliant and for business there is no right or wrong as the act only applies to your customers

23. The Social Value Maturity Index <SVMI>
Ratings
l Incomplete/Non Compliant
l Follower
l Mature
l Leader
l Innovator
The tool allows you to assess where you are now and asks you decide where you want to be

24. Level
Followers
Mature
Leaders
Innovator
Now
Future
Policy & Scope
Internal Management
Measurement
Commissioning
Procurement
Market Engagement
Contract Management
Cross Sector Collaboration
Reporting
Governance and Accountability
Key
Where you are now X
Where you want to be

25. Implementation remains a challenge
Business needs clarity and transparency with respect to your intentions and overall ambition. You must make it as easy as possible to manage and deliver
20%
SVA
Agree a standard set of TOMs to be used across all contracts
Agree a minimum contract value above which social value is included (e.g. £50,000 to 100,000)
Make it worthwhile to do more by setting appropriate weightings (e.g. 10%-20%)
Be transparent and open in measurement
Engage with your supplier base and build capacity and knowledge ahead of time

26. Read More: www.socialvalueportal.com
26 The Social Value Portal – SMBC Presentation