Learning and Development Programme

Learning and Development Programme INCLUDES WEBINAR AND E-LEARNING COURSES

Learning and Development Programme We are pleased to share with you the HEPA programme of events for September 2015 to July 2016. We hope this brochure will be a useful reference tool to help you identify and plan the learning and development of both you and your team. If you know what you want to achieve but are unsure of how best to achieve it, please do give us a call and we ll do our best to guide and support you. If we can t help, we may well know someone who can, and will point you in the direction of others as appropriate. If you have any thoughts or ideas for future programmes please let us know by emailing emma@hepa.ac.uk. We have also increased our digital training provision this year with e-learning and webinars to minimise the cost and time associated with travelling. The programme is constantly being updated and further dates may be added, so we recommend you check on-line for the latest schedules at www.hepa.ac.uk/learning We look forward to seeing you at an event soon. Emma Keenan Procurement Specialist emma@hepa.ac.uk

What is HEPA? HEPA is the support organisation for procurement professionals in UK Higher Education. It aims to improve the expertise and capacity of UK university procurement. It was established in response to the challenge set out in the 2011 Diamond Report, and is delivered collaboratively by BUFDG and the HE purchasing consortia. It provides face to face courses, e-learning and webinars, forums for networking, and an online repository of information encompassing best practice, benchmarking, templates, news, and more. If you work in the HE sector, you can register for free at www.hepa.ac.uk/register Follow us @The_HEPA If you any questions about HEPA, or want to know what HEPA can do for you, get in touch with Emma Keenan emma@hepa.ac.uk

Events and Programmes LEGAL Transition Workshop EU Update on the Changes Understanding the Changes of the Light Touch Regime Understanding the OJEU Requirements EU Regs Update (Webinar) Legislative Changes (E-Learning) CONTRACTING Selecting Suppliers and Awarding Contracts Contract Management Writing a Tender Specification Competitive Dialogue or Competitive Procedure? STRATEGIC Introduction to Public Procurement Frameworks and Dynamic Purchasing Systems Category Management Impact Analysis (Webinar) PMA Q&A (Webinar) Introduction to HE Procurement (E-Learning) Supplier Due Diligence and Risk Management (E-Learning) Cost Modelling (E-Learning) Spend Analysis (E-Learning) OTHER Psychology of the Seller Implementing Sustainability (E-Learning) Ethical Procurement and Supply (CIPS Online Course) Cyber security (CIPS Online Course) Fraud (CIPS Online Course)

LEGAL Transition Workshop EU Update on the Changes Delivered by Glenn Fletcher of Hellios this one day course is aimed at those new to the sector, as well as those who wish to build on their understanding of the 2015 Procurement Regulations. It covers, amongst other things, the background to the new directives, the Lord Young elements, Part B contracts, the use of appropriate procedures, the impact on contract management, and relevant case law. To book email gail.wilson@hellios.com, 15/09/15 15/10/15 March 2016 BIRMINGHAM LONDON LONDON 90 + VAT 90 + VAT 90 + VAT HELLIOS, GLENN FLECTCHER HELLIOS, GLENN FLECTCHER HELLIOS, GLENN FLECTCHER Understanding the Changes of the Light Touch Regime This half day course looks the new regime, what it is, what it covers, how to use it, and practical application points such as standstill and remedies. To book email gail.wilson@hellios.com, 09/12/15 (PM) LONDON 72 + VAT HELLIOS, GLENN FLECTCHER Understanding the OJEU Requirements A half-day course aimed at those new to the OJEU requirements. This course covers the background to the rules, recent changes, forms and notice completion, as well as risks and common mistakes. To book email gail.wilson@hellios.com, 09/12/15 (AM) LONDON 72 + VAT HELLIOS, GLENN FLECTCHER

Clarifications on the Impact of Pubic Contract Regulations (PCRs) Webinar LEGAL Following the document we published earlier this year, and now that the new regs have had time to bed in, Mills and Reeve will deliver a 1-hour webinar addressing any confusing points or issues you may have been experiencing since February. For more information visit www.hepa.ac.uk/learning and select the course from the event list 16/09/15 ONLINE FREE HEPA/MILLS & REEVE Legislative Changes the Bribery Act E-Learning This e-learning module covers the key elements of the Bribery Act 2010 and, using some case studies, looks at compliance issues, fraud and corruption best practices, anti-fraud policies, as well as the type of potential corrupt practices that can impact on procurement. For more information and to sign-up, visit www.hepa.ac.uk/elearning

CONTRACTING Selecting Suppliers and Awarding Contracts This one day course looks at the techniques and principles used in selecting suppliers and awarding contracts. Covering all aspects including using a PIN to stimulate interest, using standards and labels to ensure appropriate specifications are written, the use of auctions and DPS, award criteria, OJEU notices, and remedies. To book email gail.wilson@hellios.com, APRIL 2016 BIRMINGHAM 90 + VAT HELLIOS, GLENN FLECTCHER Contract Management Learn how to optimise the efficiency, effectiveness and economy of your contracts, and actively manage your customer/supplier relationships with this Contract Management course from PASS Procurement. The course covers the importance of managing service delivery, robust Service Levels, and KPIs, as well as how to develop a customer-provider interface, the various metrics for measuring quality, and the need for robust Change Management processes, among other things. The course will be useful for anyone involved in managing tenders, as well as anyone undertaking Change Management, Project Management, Demand Management, Category Management or any other function related to Contract Management. To book visit www.passprocurement.co.uk/topics/contract-management 17/09/15 17/09/15 24/09/15 08/10/15 28/10/15 03/11/15 03/11/15 18/11/15 03/12/15 15/12/15 MANCHESTER GLASGOW NOTTINGHAM LEEDS SOUTHAMPTON LONDON BRISTOL BIRMINGHAM EDINBURGH NEWCASTLE

Writing a Tender Specification HEIs, along with all public contracting authorities, will need to update their tendering processes to accommodate the new UK Public Contracts Regulations. In this course, delegates will learn how and when to undertake preliminary market consultations, the importance of developing a business case, the difference between input/output/ outcome specifications, how to incorporate sustainability requirements into your specification, award criteria and weightings and the difference between presentation and clarification meetings. The course is for anyone involved in running or contributing to tenders, including legal and financial professionals, as well as anyone more generally involved in procurement. CONTRACTING To book visit www.passprocurement.co.uk/topics/writing-a-tender-specification 07/10/15 04/11/15 03/11/15 26/11/15 02/12/15 BIRMINGHAM LONDON LEEDS EXETER SOUTHAMPTON 172 + VAT 172 + VAT 172 + VAT 172 + VAT 172 + VAT Competitive Dialogue or Competitive Procedure? Delivered by PASS training, this one day course will help you understand the differences between the Competitive Dialogue, Competitive Procedure and the Innovation partnership procedures, as well as how to use them effectively and ascertain which is most appropriate for your needs. It will also help you understand the impact of the new EU Regs on Complex procurements. To book visit www.passprocurement.co.uk/topics/ competitive-dialogue-or-competitive-procedure 24/11/15 24/11/15 25/11/15 LONDON STRATFORD (HD*) CARDIFF (HD*) SOUTHAMPTON (HD*) *HALF DAY COURSE

STRATEGIC Introduction to Public Procurement As the name suggests, this course is ideal for anyone new to public procurement, as well as departmental buyers who may not be part of the central purchasing team nor have procurement as a specialism. It will provide a good understanding of the public sector marketplace, the rationale behind the procurement process, the differences between the procedures, the different purposes of selection and award criteria, how sustainability can be applied to the tendering process, as well as the correct processes for standstill and debrief. To book visit www.passprocurement.co.uk/topics/introduction-to-public-procurement 10/09/15 10/09/15 16/09/15 30/09/15 07/10/15 08/10/15 29/10/15 19/10/15 12/11/15 17/11/15 18/11/15 25/11/15 01/12/15 02/12/15 10/12/15 16/12/15 EDINBURGH NEWCASTLE LONDON SOUTHAMPTON PRESTON BRISTOL CARDIFF PERTH EXETER YORK MANCHESTER LONDON GATWICK BIRMINGHAM CAMBRIDGE GLASGOW LIVERPOOL

Practical Applications of new rules on Frameworks and Dynamic Purchasing Systems This one day course is aimed at procurement professionals subject to the new rules. It covers the background and basic principles (transparency, non-discrimination, equal treatment and proportionality) as well as the key areas of change. It addresses the use of frameworks and dynamic purchasing systems and their differences, making use of open discussions. STRATEGIC To book email gail.wilson@hellios.com, 11/11/15 FEBRUARY 2016 BIRMINGHAM LONDON 90 + VAT 90 + VAT HELLIOS, GLENN FLECTCHER HELLIOS, GLENN FLECTCHER Category Management This one-day training course, delivered by Dave Porter of ArcBlue Global (previously named PMMS), is aimed at providing the knowledge and skills to contribute to the creation of category and sourcing strategies. It will cover the principles of category management and the Instigate, Innovate, Implement and improve strategic procurement process, category mapping using the Proc-He classification system, and the application of analytical tools at the Instigate and Innovate stages. He will also discuss identifying and evaluating options, as well as implementation planning and related roles and responsibilities. This interactive course makes use of delegate discussions and relevant case-study group exercises. For more information visit www.hepa.ac.uk/learning and select the course from the event list 04/11/15 21/04/16 03/02/16 LONDON BRISTOL BIRMINGHAM 160 + VAT 160 + VAT 160 + VAT DAVE PORTER, ARCBLUEGLOBAL DAVE PORTER, ARCBLUEGLOBAL DAVE PORTER, ARCBLUEGLOBAL

Introduction to HE Procurement E-Learning As the name suggests, this short, affordable web-based course is ideal for anyone new to public procurement, as well as departmental buyers who may not be part of the central purchasing team nor have procurement as a specialism. It looks at the importance of effective procurement, procurement processes and the spectrum of activities in HE, how to manage competition issues, the support mechanisms, and considers how an HEI can focus strategically on procurement. For more information and to sign-up, visit ww.hepa.ac.uk/elearning Supplier Due Diligence and Risk Management E-Learning This short e-learning course looks at the definition of due diligence, the importance of reputational analysis and corporate social responsibility, then moves on to look at commercial risk management within a procurement context, as well as the fundamentals of post-contract management. For more information and to sign-up, visit ww.hepa.ac.uk/elearning Cost Modelling E-Learning Working around a typical procurement cycle, this e-learning course considers the different cost models and the range and benefits of each. It asks why understanding cost is so important, and looks at value chain analysis, as well as cost models in relation to supplier delivery. For more information and to sign-up, visit ww.hepa.ac.uk/elearning Spend Analysis E-Learning This online course looks at the why, what and how of spend analysis, the different approaches to analysing spend, the key tools and techniques, and how to present information on spend to internal stakeholders. For more information and to sign-up, visit ww.hepa.ac.uk/elearning

OTHER The Supplier s Perspective OTHER This one-day course, delivered by experienced professional trainer Andy Brown of NRI, aims to enable buyers to build better relationships with sellers through developing a greater understanding of the way sellers think. It will identify key drivers for sales people and explore some of the methods they use to influence, engage and persuade buyers. By the end of the day delegates will have explored models of psychology and belief cycles in order to gain a better understanding of the other party, to help them in their dealings and negotiations with suppliers. For more information visit www.hepa.ac.uk/learning and select the course from the event list 04/02/16 LONDON 179 + VAT NRI INTERNATIONAL Implementing Sustainability E-Learning This e-learning module (currently in development) will address the practical aspects of implementing sustainability into your procurement process. It will consider how to evaluate sustainability aspects of a commodity, how to include relevant points in your specification, evaluating tender responses, reviewing sustainability tools and much more. Watch this space! Once available, more information and registration details will be found here www.hepa.ac.uk/elearning Ethical Procurement and Supply CIPS Online Course CIPS Ethical Procurement and Supply is an e-learning course which culminates in an online test. It is designed for anyone who works with suppliers and needs to understand how to help prevent issues regarding fraud, bribery, and corruption and human rights abuses. It s a highly-recommended course for all CIPS practitioners. To register visit www.cips.org/en/training-courses/ethical-procurement-and-supply- ONLINE 38 CIPS

Cyber Security CIPS Online Course This online course, jointly-created by GCHQ, BIS, and CIPS, has been developed to help raise awareness of how employees and organisations can mitigate against cyber threats. It looks at the relevance of cybersecurity in the procurement and supply chain function and why it is so important for everyone connected to procurement to take this matter very seriously. To register visit www.cips.org/cybersecurity ONLINE FREE CIPS Fraud CIPS Online Course This course focuses specifically on procurement fraud - a risk that applies to virtually every organisation globally. The unit looks at how to identify procurement fraud, what the procurement fraud red flags are, how to identify corruption within supply chain management, and how to reduce the threat of procurement fraud. To register visit www.cips.org/en/membership/procurement-fraud-e-learning ONLINE 75 + VAT CIPS

WEBINARS LEGAL Clarifications on the Impact of Pubic Contract Regulations (PCRs) 16/09/15 ONLINE FREE HEPA/MILLS & REEVE E-LEARNING LEGAL Legislative Changes the Bribery Act STRATEGIC Introduction to HE Procurement WEBINARS AND E-LEARNING Supplier Due Diligence and Risk Management Cost Modelling Spend Analysis OTHER Implementing Sustainability

If you work in the HE sector, you can register for free at www.hepa.ac.uk/register Follow us @The_HEPA If you any questions about HEPA, or want to know what HEPA can do for you, get in touch with Emma Keenan emma@hepa.ac.uk