Presentation on theme: "Procurement Procedure Rules quick guide to help you understand the rules 2. Which procurement process should you use? £500- £5000 £500 - £5000 Three Telephone."— Presentation transcript:
Procurement Procedure Rules quick guide to help you understand the rules 2. Which procurement process should you use? £500- £5000 £500 - £5000 Three Telephone quotations is acceptable. More quotations may be obtained where it is practical and beneficial. £100,000 - EU threshold Over - EU threshold Min of 4 formal Competitive Tenders should be obtained and where possible published via an e-tendering portal. All contract over £172,514 for Services or Supply or £4,332,012 for works. Schools are advised to check with the Corporate Procurement £5001 - £100,000 A minimum of three written quotations must be obtained and where possible published via an e-tendering portal. HAVE YOU CONTACTED THE CORPRATE PROCUREMENTSERVICE? DO YOU HAVE AUTHORISATION?WHAT IS THE TOTAL PROCUREMENT VALUE? IS THERE AN EXISTING CONTRACT? The rationale for selecting suppliers should be open, fair, transparent and recorded for audit purposes. Evaluation should consider - References – Pre-Qualified suppliers - Specification - Environmental issues - Method statements - Equalities - Risks - Insurance -Terms and Conditions - Warranties - Payment terms.) EU threshold - Works £4,332,012- Supplies and Services £172,514 Any procurement above the thresholds is subject to EU regulations and the Schools are advised to seek professional advice from the Corporate Procurement Service. The authorised officer must comply with one of the following options: 1. Undertake a publicly advertised competitive EU tender process seeking a minimum of five tenders. 2.Select a contractor from an existing EU compliant framework agreement. Where a mini competition is held, all providers who can meet the requirement must be invited to tender. 1. What should you consider before procuring? Procurement Procedure Rules 2013/2014 A quick guide to help you understand the rules Up to £500 Up to £499.99 A verbal quotation will suffice
Up to £500 Expenditure approved by: As per the School Scheme of Delegation £5001 -£100,000 Expenditure approved by: As per the School Scheme of Delegation £501 - £5000 Expenditure approved by: As per the School Scheme of Delegation EU threshold - Works £4,332,012 - Supplies and Services £172,514 CONSIDER THE BUSINESS CASE FOR THE PROCUREMENT What do you want to achieve? When do you want to achieve it? How will this improve the quality of the service to our customers? Focus on the outcomes and the benefits. Value of Contract & Action Required £500 - £5000 -3 telephone quotes - £5,001 - £100,000 -Minimum of 3 written quotes £100,000 -£OJEU Threshold- Minimum of 4 formal tenders £172,514 for Service or supply Advertised via OJEU - £4,332,012 for Works Advertise via OJEU DO YOU HAVE AUTHORISATION? Before committing any of the Schools money, you must gain approval, from the correct authorising officer. WHAT IS THE TOTAL PROCUREMENT VALUE? From previous experience of contracts or from preliminary research, calculate an approximate total value of the goods, services or works you require (value is for the total period of the contract, including any extension, not just the annual value). IS THERE AN EXISTING CONTRACT? Check that what you are ordering is a new requirement and not already included in an existing contract or supplier arrangement. If your procurement is covered by an existing contract you must use it. NEED HELP? For help or advice please contact the Corporate Procurement Service.: email@example.com@milton-keynes.gov.uk or telephone 01908 254688 3. Who should authorise procurement? 4. Explanatory notes £100,001- OJEU/EU Threshold Expenditure approved by: As per the School Scheme of Delegation Over the OJEU/EU Threshold Expenditure approved by: As per the School Scheme of Delegation Please Note: The Corporate Procurement Service is available to help and advise regardless of the value.