Higher Education Procurement Academy. Training programme brochure Academic year

Transcription

1 Higher Education Procurement Academy Training programme brochure Academic year

2 Foreword I m delighted to introduce the Higher Education Procurement Academy s (HEPA s) training programme for Now into Year 2 of the programme, the Academy has really set down roots in our sector and is an excellent example of how organisations from higher education can work collaboratively together to deliver tailored, low-cost and effective training and resources that meet the needs of the procurement community. As you may know, HEPA was set up jointly in early 2013 by BUFDG Procurement Professionals Group (PPG), Leadership Foundation for Higher Education (LFHE) and the regional HE purchasing consortia to advance procurement capability and professionalism in UK universities and related institutions. Its primary aim was to respond to recommendations made in Universities UK s Diamond Report, published in 2011, requiring managers in institutions to receive better training and resources to deliver cost efficiencies and other important benefits all with the aim of channelling 30% of non-pay spend through effective collaborative agreements by One year on, and closer to this deadline, the Academy has delivered a huge number of tangible benefits; training, both face-to-face and e-learning, is now accessible at low-cost to all higher education institutions; online resources, such as the Procurement Journey, help you manage procurement processes within your institution; and an online competency toolkit is available to benchmark and improve your team s procurement skills. We should be justly proud as a sector of what we have achieved collaboratively, and crucially, of the sustainable footing that HEPA now finds itself to provide procurement professionals and wider higher education buyers with the support, guidance and training they need to make our sector as efficient as possible. Do take a look at the regional courses available to you and your colleagues, and I would encourage all managers, across all disciplines, to take advantage of this opportunity. Professor Nick Petford Vice-Chancellor, University of Northampton and Chair of Procurement UK 2

3 Introduction to HEPA training The Higher Education Procurement Academy (HEPA) is delighted to launch its Year 2 learning and development opportunities programme for The programme has been developed in consultation with representatives from across higher education, and is provided by professional trainers with experience of the sector. These courses are aimed at both procurement professionals and those institutional buyers involved in purchasing more widely. This year, we ve indicated the level at which training is pitched, to enable you to decide who would most benefit from attending the course. The courses are aligned to the HEPA Procurement Competency Framework, which identifies the skills and competency levels required by all staff involved in the procurement process, assisting individuals to take ownership of their personal development through skills assessment, identification of development needs and career planning. The British Universities Finance Directors Group (BUFDG), working in partnership with the regional higher education purchasing consortia, will manage the delivery of training. The courses will be delivered in a variety of ways by our external training partners BiP Solutions, PMMS and NETpostive Futures. The course programme for includes: Introduction to EU Procurement Advanced EU Procurement Effective Use of Competitive Negotiation Advanced Negotiation Specification Writing Sustainable Procurement. How to book To ensure a quality learning experience, there are limitations on the maximum number of attendees, therefore, places are available on a first come, first served basis. Delegates can secure their place by booking and paying in advance at Please note, if you do not wish to pay via Paypal during the booking process, please click on Pay with a debit or credit card to access the card payment option. If after booking you wish to cancel, we operate a graduated refund policy depending on how much notice of cancellation you give. Where you cancel more than 30 clear days before the date of the training event, we will refund the fee you have paid less an administration fee of 30. Where you give less than 30 but more than 15 clear days' notice, we will refund 50% of the fee you have paid. No refunds will be given where less than 15 clear days' notice is given or in the case of no shows on the day, regardless of the reason. In order to ensure training is as affordable as possible, each course is dependent upon a minimum number of delegates. Where the minimum number has not been achieved the Higher Education Procurement Academy reserves the right to cancel up to 10 working days prior to the training taking place. Delegates are advised not to book non-refundable advanced travel until 10 working days before the training date. Following booking and payment, joining instructions will be provided by the Higher Education Procurement Academy approximately one week before the date of training. Courses will be held in Leeds, Manchester, Birmingham, Reading and London. Consortia members from across the regions are welcome at all locations. Full information on course costs, course outlines and learning outcomes are available in this brochure, or at If you have 10 or more colleagues interested in attending a HEPA course, HEPA can arrange for this to be delivered at your institution. Further details can be obtained from Gill Birch, g.birch@bufdg.ac.uk, tel:

4 Introduction to EU Procurement Introductory/Intermediate 21 November 2014 (Reading) 28 November 2014 (Leeds) Cedars Conference Centre, University of Reading, Venue Reading, Park House, Whiteknights, Reading, RG6 6UR The Rose Bowl, Leeds Metropolitan University, Portland Crescent, Leeds, LS1 3HB Targeted at procurement professionals and nonprocurement managers/staff responsible for procurement activity that is subject to European procurement legislation. Provide awareness and understand the complexity of all elements of the Public Sector Contracts regulations. Background to EU procurement legislation and organisations covered Types of supply, procedures, thresholds and calculation of values Frameworks and consortia Contracts and frameworks s Single or multi party Awarding work packages Electronic procurement Technical specifications, sustainability issues and award criteria. BiP Solutions 160 (no VAT) Presentation slides, facilitated discussions supported by case studies and training notes. A procurement scenario - through from first principles, completing a notice, reviewing selection and award criteria; whether or not a framework agreement should be used; telling suppliers they have won a contract or not; and what might happen in the event of a challenge to the contract. Advanced EU Procurement Advanced 4 December 2014 (London) 12 December 2014 (Manchester) School of Oriental and African Studies (SOAS), Brunei Gallery, Room B202, Thornhaugh Street, Russell Square, London, WC1H 0XG Manchester Meeting Place, University of Manchester, Sackville Street, Manchester, M13 9PL Aimed at experienced procurement professionals who have been working with the EU procurement rules for some time. To look at the challenges purchasers face in delivering commercial value and other agendas whilst minimising the risk of challenge under the EU procurement rules. Also, to provide attendees with increased knowledge and a deeper understanding of the more difficult areas of EU procurement legislation. Open discussion with the trainer, and with peers, to explore ways to effectively manage the more complex issues involved in delivering commercial value and other organisational agendas, whilst minimising the risk of challenge under the EU procurement rules. This course will also discuss: How the competitive dialogue fits with other procedures (including restricted and negotiated) The risk of challenge Case law review Trends in challenges Implication of the new Remedies rules. BiP Solutions 160 (no VAT) Interactive with participants, supported by materials. 4

5 Specification Writing Introductory/Intermediate 9 December 2014 (Manchester) 10 February 2015 (London) Manchester Meeting Place, University of Manchester, Sackville Street, Manchester, M13 9PL Woburn House Conference Centre, 20 Tavistock Square, London, WC1H 9HQ Targeted at all procurement and non procurement managers who have a key role in the development of tender document specifications. Understand the various types of specification Distinguish between conformance and performance specifications Understand who is responsible for specification writing Impact of poorly drafted specifications Able to avoid common aspects of specifications that confuse and lead to poorly executed contracts Understand the role of procurement in specification writing. Definition of a specification What can go wrong? Good and bad specifications Impact on contract management Tips on drafting clear specifications Outcome/output based specifications Sustainability and specifications KPIs and specifications Exercise in drafting a specification. PMMS 160 (no VAT) Presentation of content, use of slides and trainer-led discussion supported by group exercises. This course encourages attendees to write a specification against a recommended template; attendees should therefore bring a real-life specification for a product or service to the training. Effective Use of Competitive Negotiation Introductory/Intermediate 4 November 2014 (Birmingham) 5 December 2014 (London) Hornton Grange, University of Birmingham, 53 Edgbaston Park Road, Edgbaston, Birmingham, B15 2RA School of Oriental and African Studies (SOAS), Brunei Gallery, Room B202, Thornhaugh Street, Russell Square, London, WC1H 0XG Procurement and non-procurement professionals who wish to develop their negotiation skills under the current and proposed EU procurement directives. Explain the competitive negotiation procedure and build the ability to apply the procedure effectively Create awareness of the key ingredients for a successful negotiation Create a good working knowledge of the proposed Competitive Procedure with Negotiation Understand the key differences between use of negotiation under the current and proposed (2014) EU procurement directives Awareness of the key styles, stages and tactics for an effective negotiation process. Overview of the Competitive Procedure and Negotiation, and when it can be used Setting minimum standards in the specification The initial tender negotiation phases De-selection of tenders and use of award criteria Maintaining commercial confidence Comparison of current and likely future practice Other circumstances where negotiation can be used current and future scenarios Conducting the negotiation. BiP Solutions 160 Presentation, tutor-led discussion and exercises. 5

6 Advanced Negotiation Advanced 2 days 26 and 27 November 2014 (Leeds) 20 and 21 January 2015 (Reading) The Rose Bowl, Leeds Metropolitan University, Portland Crescent, Leeds, LS1 3HB Cedars Conference Centre, University of Reading, Venue Reading, Park House, Whiteknights, Reading, RG6 6UR Senior managers or experienced negotiators who need to enhance their skills to participate in a range of different types of negotiation (internal and external). Develop highly effective negotiation strategies, managing relationships at all levels Practice a variety of negotiation styles Use advanced questioning techniques effectively Understand the power of non-verbal communication. Information gathering and research techniques Key phases in the negotiation process Comprehensive preparation and planning template Profiling and identifying the other party s objectives Competitive and co-operative negotiation Behavioural awareness; assertiveness, non-assertiveness and aggression Challenging techniques Persuasion mechanisms Matching and achieving outcomes Hard negotiation tactics Conditioning behaviour Metrics used to measure success. PMMS 320 (no VAT) Interactive, based mainly on role play with breakout exercises and case studies. Sustainable Procurement Intermediate/Advanced 16 December 2014 (London) 27 January 2015 (Birmingham) 10 February 2015 (Manchester) 10 March 2015 (Leeds) Woburn House Conference Centre, 20 Tavistock Square, London, WC1H 9HQ Conference Aston, Aston University, Aston Triangle, Birmingham, B4 7ET Manchester Meeting Place, University of Manchester, Sackville Street, Manchester, M13 9PL Rose Bowl, Leeds Metropolitan University, Portland Crescent, Leeds, LS1 3HB Procurement professionals who require an understanding of sustainable procurement practice. A shared understanding of sustainability and sustainable procurement An introduction to the Flexible Framework and the Flexible Framework Action Plan To develop an action plan to achieve 4 of the Flexible Framework. What is sustainability? What is sustainable procurement? Why is sustainable procurement part of the Procurement Maturity Assessment? NETpositive Procurement maximising socio-economic impact Introduction to the Flexible Framework Achieving 4 on the Flexible Framework Action planning and evaluation. NETpositive Futures 160 (no VAT) -led with supporting materials. 6

7 Additional HEPA training and resources HEPA e-learning HEPA offers much more than face-to-face training; other resources available from the Academy include: A HEPA website for online networking, news and resources ( An online competency framework and template job descriptions to help you benchmark roles; An A-Z Procurement Journey to support all levels of procurement activity and facilitate best practice and consistency across the public sector; A range of advisory documents to assist you in creating strategies for Procurement, Sustainability and Category Management; A biennial HEPA conference, an opportunity for procurement managers to hear from leading edge speakers, network with their peers and meet some new colleagues; E-learning modules, developed in collaboration with the City of Glasgow College, to develop the skills and knowledge of colleagues involved in procurement (see opposite for further information). For more information on all these tools and resources visit Procurement Maturity Assessments (PMAs) are also available to all institutions, offering low-cost, detailed assessments of procurement capability to benchmark performance and drive improvement. Your PMA report will also help identify areas of the Academy that you may benefit from using. To book a PMA contact the SUPC main office on tel: As part of its Year 2 programme, HEPA awarded a contract to the City of Glasgow College, a CIPS centre of excellence, for the development of a series of e-learning modules to address the most pertinent sector issues. E-learning has a number of benefits over conventional courses: it enables the user to study at their own pace; it s not dependent on ability or level; and it can be undertaken at times to suit the requirements of the individual. In addition, the HEPA e-learning presents excellent value for money. A one-off institutional licence fee of just 160 per module allows for an unlimited number of staff from your university to access the course. There are five modules available: Introduction to HE Procurement Legislative Changes the Bribery Act Supplier Due Diligence & Risk Management Modelling Spend Analysis - Graphs to max/impact findings. Why not give all your staff a year s unlimited access to all five modules for just 800? For further information, module outlines and ordering visit 7

8 HEPA is delivered by: For general enquiries, contact the HEPA team: T: E: HEPA c/o BUFDG The FM Building Ashby Road Loughborough Leicestershire LE11 3TU