purchasing review What type of information must be provided based on your school's at this current needs for What is the process for agreeing that items, goods, works or say between £1,000 and £10,000 (you may services wish to vary these figures,) are approved? L, M, H 2 Develop your For items is this a school requirement? Business Case - the What type of information is required at this essential planning stage? document for What is the process for approving the managing the business case? procurement process Are we satisfied with our current process? M, H 3 Define your Does the school consistently out procurement Options Appraisal exercises e.g. comparing - what are the relative merits of using Framework approach your options for Agreements or Tendering? carrying out this What is the process for Risk Analysis for all procurement? medium and high value purchases? M, H 4 Markets and How does the school ensure those suppliers responsible for procurement understand the – understanding the market they are procuring from? market, identifying What guidance does it give to potential suppliers responsible for procurement on the research they should engage in? L, M, H How does it encourage suppliers to compete against one another to provide goods and services to the school? Does it hold open days’? ‘supplier 5 Tender and Review the most recent occasion you went evaluation out to tender for an item? – advertising for bids, What were the most effective and evaluating tenders, effective aspects of the process? making the right choice M, H
purchasing review based on your school's current needs for goods, works or services L, M, H What type of information must be provided at this What is the process for agreeing that items, say between £1,000 and £10,000 (you may wish to vary these figures,) are approved? 2 Develop your Business Case - the essential planning document for managing the procurement process M, H For items is this a school requirement? What type of information is required at this stage? What is the process for approving the business case? Are we satisfied with our current process? 3 Define your procurement approach - what are your options for carrying out this procurement? M, H Does the school consistently out Options Appraisal exercises e.g. comparing the relative merits of using Framework Agreements or Tendering? What is the process for Risk Analysis for all medium and high value purchases? 4 Markets and suppliers – understanding the market, identifying potential suppliers L, M, H How does the school ensure those responsible for procurement understand the market they are procuring from? What guidance does it give to responsible for procurement on the research they should engage in? How does it encourage suppliers to compete against one another to provide goods and services to the school? Does it hold ‘supplier open days’? 5 Tender and evaluation – advertising for bids, evaluating tenders, making the right choice M, H Review the most recent occasion you went out to tender for an item? What were the most effective and effective aspects of the process?
EfficiencyReviewTool2014forWebsite.docx