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Consortium News

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North Western Universities Purchasing Consortium Ltd
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Issue 15 June 2009

Annual Conference 2009


10th Anniversary
University of Salford
Managing Director’s Update
that members’ continuity of supply
is maintained. On a personal note
I was the Financial Controller of a
construction sector company during
the early 90s recession and have a
wealth of experience of dealing with
company liquidations, winding-ups
and administrations that I’d rather
Contents hoped would not be called upon again
– speak to me if you have concerns.
2 Managing Director’s Update For a good NWUPC approved firm for
credit checks see N2 Check on our
3 NWUPC Annual Conference website.
2009
Work has begun on revising the
6 Contracting Activities NWUPC Strategy with a timetable
that aims to have the new Strategy
8 CIPS Level 2 Introductory approved by the Annual General
Certificate in Purchasing and Meeting on 25th November 2009.
Supply First of all I want to say, on behalf A first consultative draft has been
of all the Central Team, a heartfelt issued to the APS and Commodity
9 NVQ Update thanks to everybody that came to Group Chairs for comments and there
our 10th Anniversary Conference at will be a chance for wider consultation
10 Commodity Group Update the University of Salford. The event next month. The Consortium is owned
was a resounding success and we by the members and exists for their
11 English National Purchasing have had very positive feedback benefit and the new document will
Consortium News from both delegates and suppliers. have this at its heart.
We are already planning the next
12 Interview with Jennifer Conference which will be at the Finally, other activities aimed at
Wolstenholme University of Manchester on Tuesday enhancing member benefits continue
30th March 2010, so please make a apace. We have reviewed and revised
14 Continuing Professional note in your diaries and let us know our contract terms and conditions in
Development any suggestions as to what you’d like collaboration with the other ENPC
us to include on the day. member consortia and the new
16 Profile: Universal AV Services documents will be available to
Limited The current economic climate presents everyone via H.E.L.P. on Procureweb.
new challenges for us all with not just Our CPD programme continues to
17 Supplier Exhibition at Keele the need to constantly seek savings be well supported and we are now
University but also to minimise risk. We have planning the next set of courses,
recently reviewed the credit ratings of requests for topics are welcome. The
18 Contract Law - Steering a all the Consortium contracted suppliers marketing agreement with Buying
Course Through the Decisions to ensure that if there are problems we Solutions has been renewed and
to Award can take action. This can be talking collaboration with the other HE and
to the supplier to understand their FE purchasing consortia continues to
20 Contact NWUPC situation as there can be a number provide a wide range of EU tendered
of reasons for lowered credit scores; agreements for members.
we will seek to work with financially
sound suppliers so that they are
able to continue to provide a service Paul Tomany
to members. In more unfortunate Managing Director
circumstances, such as a firm going
into administration, we will look to
reassign contracts or have alternative
offerings in place as appropriate so


NWUPC Annual Conference 2009
10th Anniversary - University of Salford
To celebrate the
10th Anniversary of
the NWUPC Annual
Conference we returned
to the University of
Salford, the venue of our
first ever Conference.

Even the suppliers seemed keen


as we ran out of exhibition space in
record time, with over 40 companies
attending. A number of suppliers also
offered prizes to delegates and details
of the lucky winners can be found at
the end of this article.

The welcome address to Annual


Conference was delivered by Simon
Attwell who joined the University Simon noted the University and the unincorporated association to a not
of Salford as Finance Director in Consortium had made significant for profit company, the NVQ training
April 2007. He is a member of the progress in the past decade and both programme and the establishment
University’s Strategic Leadership Team, also looked to the future. Salford of an Annual Conference being
a Chartered Accountant and has gained University will be collaborating with the firsts in the sector for a purchasing
a wide range of experience in senior BBC in its move of five departments consortium.
roles in the private, public and charity to Media City UK at Salford Quays in
sectors. Simon reminded delegates 2011 by creating an innovative new The University of Salford has a new
that it was in Peel Hall that the first higher education centre in a prime Vice-Chancellor, Professor Martin
NWUPC Conference was held in 1999 waterside location. Innovation has Hall, and with his appointment the
and he was pleased we had returned to also been at the heart of NWUPC’s University and NWUPC have a rather
celebrate our 10th Anniversary. development with the change from an unlikely thing in common; both their

Simon Attwell, Finance Director of the


University of Salford


Neuro Linguistic Programming when
trying to reach our goals.

The programme for the day continued


with a choice of sessions including
an appearance by Max Fossard from
Liverpool John Moores University and
Florence Gregg, who proved to be as
popular as ever.

We were very pleased to see that


almost 200 delegates attended this
year to help us celebrate the 10th
Anniversary of the event. All of us
here at NWUPC would like to thank
you for turning up and helping us to
make the day special.

Congratulations to the following


Paul Tomany congratulations David Johnson
delegates who all won some fantastic
Chief Executives are or have been National Laboratory Supplies Group. prizes offered by suppliers exhibiting
archaeologists. Simon hoped that In his work nationally David has the at the Conference.
delegates would have an enjoyable support of all the Heads of the English
and informative day and looked Regional Purchasing Consortia and Jan Disley from the University of
forward to another successful decade is much respected across the sector; Manchester won a DAB Radio from
for NWUPC and the University. a very deserving inaugural prize Premier Paper.
winner.
David Johnson of the University of Jane Dodd from the University of
Liverpool was awarded the first Annual The opening speaker at this year’s Chester won a Thorntons Easter egg
NWUPC Prize for “Outstanding Conference was Jimmy Petruzzi, an from Onecall.
Contribution to Collaborative Olympic Performance Coach, who
Procurement”. David started his kept us all enthralled and entertained Jane Smith for Bangor University
career at the University of Liverpool with a very inspirational talk about the won an iPod shuffle from Scientific
over 40 years ago and joined the then importance of positive thinking and Laboratory Supplies.
Purchasing Office from Laboratories
in 1987.

This was also the year NWUPC


became a separate entity, so David
was in at the beginning taking a
particular interest in laboratory
supplies - something he has continued
to this day.

During the past 22 years David has


chaired the NWUPC Laboratory
Commodity Group, led both regional
and national contracts that have
saved the sector millions of pounds,
and has extending his expertise into
the wider purchasing remit of both the
University and the Consortium.

David is the Chair of two national


Groups - the National Working Party Jimmy Petruzzi - Going for Gold
for Electronic Components and the


Tracy Williams from the University of
Chester won a Trauma Kit from Kays
Medical.

Jayne Bromley from Keele University


won a Samsung Digital Camera from
Supplies Team.

Mazurek Optical Supplies awarded


a bottle of red wine to Victoria Talbot
from Harper Adams University, a bottle
of white wine to Nick Dickens from
Stoke-on-Trent College and an Easter
egg to Jane Barlow from Manchester
Metropolitan University.

NWUPC also held a prize draw


using the feedback forms which
were issued to delegates on the day.
Feedback Draw winner Adrian Davies being presented with his prize by David Lamb.
Congratulations to this year’s winner,
Adrian Davies from the University of
Salford!

Overall the Conference was a


complete success and our thanks
must go to the staff at the University
of Salford who were involved in the
planning and preparation of the event,
and thanks also to the staff on the day
who ensured the smooth running of
the Conference.

Plans are already underway for


the Conference next year. We
will be returning to the University
of Manchester on Tuesday 30th
March and are already planning
the programme for the day; any
suggestions for workshops are
welcome.


Contracting Activities
2009 promises to collaborating with CPC who will Recycling Bins
bring an additional £2 million to
be an interesting
the agreement. We anticipate that This is a new tendering area to
and extremely busy the award will go to three or more the NWUPC led by the Domestic’s
period for the NWUPC suppliers. Interest from suppliers Group.
contracting team has already been high.
The tender documents have been
and the contract
Stationery issued and work continues on the
management sub- analysis of the 7 returns.
groups. 1st January 2010 - 31st December
2012 with the option to extend a The award criteria for this tender
Work is well underway on the further year. includes bin features to take into
renewal of three of highest account of the ease of use for
value framework agreements; handling and emptying of the
Computer Consumables, Office bins, and other features such
Furniture and Stationery. as graphics and bilingual text
availability. Supplier presentations
Interest is expected to be were scheduled for May with an
extremely high in all agreements; agreement start date of the 1st
therefore each tender has been August 2009.
advertised via the restricted
The new Stationery Framework
procedure. NWUPC have almost
Agreement was advertised on the
Data Cabling and
100% commitment with each Telecommunications
14th April and again this is used
agreement with long successful
by all member institutions, and is
collaborative relationships with 12th March 2007 - 11th January
worth approximately £4.5 million
the suppliers. 2011
per year. NWUPC will be looking
to award on a sole supply basis.
Computer Consumables Again, interest from suppliers is As agreed by the Telecoms
high. Group we have adopted the
1st January 2010 - 31st December CPC Framework Agreement.
2012 with the option to extend a There are 11 suppliers who have
Office Furniture
further year. been awarded the contract and
all details are available on the
1st March 2010 - 28th February
NWUPC website.
20013 with the option to extend a
further year

This is NWUPC’s largest


Framework Agreement, with an
annual spend of approximately £7
million.

The Pre Qualification


The new Computer Consumables Telecommunications
Questionnaire has been published
Framework Agreement was Equipment
to the OJEU website. Returns were
advertised on the 16th April, the
due back on the 27th May 2009.
closing date for the Pre 1st June 2009 - 31st May 2011
Again, interest from suppliers has
Qualification Questionnaire was with the option to extend 2x1 year.
been considerable.
the 22nd May 2009. This
Framework is accessed by all The formal notification has been
member institutions and is worth completed. It has been awarded
approximately £6 million per year. to three suppliers, Nimans Ltd,
In addition, NWUPC will be


Rocom Ltd and Pennine Telecom Forthcoming Contracts of Liverpool and an agreement
Ltd and commenced on the 1st should be in place by the end of
June 2009. All details are being Clinical & Chemical Waste this year.
prepared and will appear on our
website. Again this is a new tender area for Review Meetings
the NWUPC and involves several
Air Filters of the Commodity Groups. Contract review meetings
have been held for a number
November 2008 - October 2011 This tender is still in the early of the Framework Agreements
with the option to extend for 1 stages and work has begun on the managed by the NWUPC. These
year. drafting of the contract documents have included the Photographic
and specification. It is envisaged Equipment Framework, the Audio
We have adopted the PASA/ that a framework agreement will Visual Installations Framework,
NHS Framework Agreement for be in place early next year. Vehicle Hire, and the Plumbing,
Air Filters. This agreement was Heating & Ventilation Framework.
awarded to four suppliers; Air Filters Fixed Wire Testing
Ltd, Camfil Ltd, Nationwide Filter Generally the review meetings
Company Ltd and Porvair Filtration The Fixed Wire Testing tender is have proved very positive and
Company Ltd providing increased also a new tendering area. Work feedback has been extremely
scope for members. Details are is underway on the specification encouraging from both members
available on the NWUPC website. in collaboration with the University and suppliers.

Current
Contracting Commodity Contract Contract Possible
Contract Contract
Authority Group Start Date Finish Date Extension
Expires
Computer Consumables NWUPC Computer 31/07/2009 01/01/2010 31/12/2013 1 Year
Stationery NWUPC Stationery 31/12/2009 01/01/2010 31/12/2013 1 Year
Office Furniture NWUPC Furniture 28/02/2010 01/03/2010 28/02/2013 1 Year
Recycling Bins NWUPC Domestics NEW 01/08/2009 31/07/2012 1 Year
Domestics &
Clinical and Chemical Waste NWUPC NEW
Laboratories
Fixed Wire Testing NWUPC Estates NEW
Fresh/Frozen Meat and Poultry SNUPI Catering 31/05/2009 01/06/2009 28/05/2011 30/06/2013
Banking CPC APS NEW 01/07/2008 31/06/2012 None
Temporary Staff (non-academic/teaching) CPC APS 31/08/2009 01/04/2009 31/03/2012 1 Year
Sports Equipment and Clothing CPC Furniture NEW
Academic/Teaching Staff CPC APS NEW 01/04/2009 31/03/2012 1 Year
Construction Supplies - 4 lots: Brick,
CPC NEW 04/05/2009 30/04/2012 1 Year
Timber, Paint and Plaster
Construction Supplies - 4 lots: Roofing and
CPC NEW 01/08/2009 31/01/2012 1 Year
Tiling Supplies
Legal Services CPC APS NEW 2 x 1 Year
Treasury Management CPC NEW
Financial Software Providers CPC NEW
Land Based - Animal Feed, Fertiliser etc CPC NEW
Networking and Convergent Solution NEUPC IT 31/07/2009 01/08/2009 31/07/2011 2 x 1 Year
Lift Maintenance NEUPC Estates NEW 01/10/2009 30/06/2011 2 x 1 Year
Removals and Crate Hire NEUPC Furniture 30/09/2009
Furniture &
Flooring NEUPC NEW
Estates
Lecture Theatre Furniture NEUPC Furniture NEW
Signs/Signage NEUPC Estates NEW
Hand Dryers NEUPC Domestic NEW 01/11/2009 31/10/2011 2 x 1 Year
MFD’s and Printers NEUPC/OGC Stationery NEW 01/01/2010


CIPS Level 2 Introductory Certificate in
Purchasing and Supply
The Chartered Institute
of Purchasing & Supply
have been contributing
to the development of
people in purchasing and
supply for many years.

They have designed an Introductory


Certificate in Purchasing and Supply
to help anyone who would like a short
taster programme which will not only
develop and improve their skills in
the workplace but also give them a
qualification too.

In August 2008, NWUPC became


a CIPS approved centre for the
Introductory Certificate in Purchasing
Judith Hoyle, Louise Fairclough and Sue Wilson are presented with their certificates by Jo
and Supply. The course was then Kavanagh
piloted at Edge Hill University.
CIPS have published the following getting suppliers’ quotations and in
Louise Fairclough, Sue Wilson information for those who are keen to troubleshooting during the purchasing
and Judith Hoyle took the e-test know more about this qualification. timeframes.
on 27 March 2009. David Lamb
was invigilator and Jo Kavanagh What is the Level 2 Element 3
hovered anxiously outside the Staff
Introductory Certificate in
Development Room until the e-test
was completed. Purchasing and Supply? Working with suppliers.
This element focuses on your suppliers
The CIPS Level 2 Introductory and their different ways of handling
CIPS inform candidates of the results
Certificate in Purchasing and Supply business, with working alongside new
2 to 4 weeks after the date of the e-
covers the basic purchasing and suppliers, negotiating the best deals
test, so there was a bit of wait until
supply issues, fundamental principles with all suppliers and developing on-
Louise, Sue and Judith were told
and processes. The Certificate going relationships.
that they had passed the test. So
congratulation to them and thanks for consists of four elements:
acting as guinea pigs - or should that Element 4
be trail blazers? Louise commented Element 1
that “the CIPS Level 2 Introductory The importance of purchase contracts.
Certificate in Purchasing and Supply The role and scope of purchasing. Become aware of contract law and
is a valuable tool for anyone involved Get to grips with the disciplines and the ways in which it determines
in procurement and an excellent considerations involved in deciding how your purchase agreements are
foundation for further study.” from whom to purchase your protected and how any disputes can
organisation’s goods and services. be resolved.
Thanks also to Edge Hill University
for allowing us to use their Staff For further information about the
Element 2
Development Room with particular Introductory Certificate in Purchasing
thanks to Louise for room bookings and and Supply, please contact a member
Systems and procedures in purchasing.
to Mike Allinson and Paul Stewart for of the combined contracting / training
Learn about the paperwork involved
their support with the IT requirements team.
in purchasing, in stock control, in
of the course.


NVQ Update
Ian Jarvey of the
Procurement Office at the
University of Manchester
and Jane Hargreaves
have both achieved the
A1 NVQ Certificate in
Assessing.

Ian has been training University staff


in Supply Chain Management NVQs
under the NWUPC programme.

Director of Finance Marianne


McKenzie is pictured presenting
Ian with his certificate along with
Procurement manager Kevin Casey
and Managing Director of NWUPC
Paul Tomany. (From left to right) Paul Tomany, Marianne McKenzie, Ian Jarvey and Kevin Casey

Marianne said: ”Congratulations to Kevin Casey, Procurement Manager, and Ian has given us another string to
Ian. I am very pleased that he has said “Ian has done very well obtaining our bow.”
achieved this qualification that will this qualification whilst continuing to
enable the Procurement Office to keep up with his normal day-to-day Ian presented a seminar at our Annual
train staff in NVQs in Supply Chain duties. The University Procurement Conference on the EU Competitive
Management across the whole of the Office offers advice, guidance and Dialogue process an area where the
University.” now training in all procurement matters University leads in the North West.

Jane recently completed her A1


Assessor NVQ which allows her
to assess NVQs in Supply Chain
Management at levels 2, 3 and
4 complimenting her work on the
NWUPC Contracting Programme.

With Jane’s success the whole


contracting team are now also NVQ
assessors and the previously separate
roles will be combined. Training will
now take place as part of the ongoing
and expanding contracting work with
NVQ candidates encouraged to play
a part in NWUPC and institutional
purchasing activities.

Further information on NVQs can be


found in the training section of the
website or by contacting a member
of the combined contracting / training
team.
David Lamb congratulates Jane Hargreaves


Commodity Group Update
It’s great to be able
to report that we now
have a full complement
of Chairs and Deputies
on our Commodity
Groups and as always
we are most grateful to
everyone who gives up
their time to fulfil these
important roles.

Latest ‘victim’ (or should that


be recruit?) is Phil Lord, House
Services Landscape Officer at
the University of Manchester, who
has taken over the position made
vacant by the departure of Alan Mike Haslin presents Peter Brewer with his Season Ticket

Tunnicliffe as Chairman of the


make to attend meetings on the recent responsibilities included
Domestic Services Group. Phil’s
mainland so feel it is only fair membership of the Consortium’s
role at Manchester covers a broad
that we occasionally save them Strategy Group and his invaluable
remit, which means that he is
the journey and head over to the contribution to the NWUPC was
something of an authority on most
province to hold our meetings recognised at a lunch held recently
areas coming under the Domestic
there. The fact that we really enjoy in his honour at Technology House,
Services umbrella from cleaning
our trips over to Belfast is purely Salford, which was attended by
materials to recycling bins. He
incidental!! There will be a further purchasing stalwarts past and
will be ably assisted by Christine
two meetings hosted by Queen’s present and included staff of both
Shepherd from MMU, the new
in 2009 - Stationery in June and CPC and NWUPC, ex Head of
Deputy Chair. Yvonne Williams,
Laboratory in November, for which Procurement at the University
Domestic Services Manager from
we are hopeful of an excellent of Liverpool Geoff Beard and ex
Bangor will be stepping down from
turn-out! NWUPC Company Secretary
this role to concentrate on her
David Cowan.
studies and our sincere thanks
Members of the APS Group
go to Yvonne for all her hard
recently acknowledged their Mike Haslin warmly thanked Peter
work and support on behalf of the
longest standing member, for all his hard work and support
Group over the years. Can I also
Crescent Purchasing Consortium for the NWUPC over the years
take this opportunity to extend our
Managing Director Peter Brewer, and presented him with a 2009-
thanks to Phil and Christine for
who will be standing down from 2010 season ticket for his beloved
agreeing to take on these roles.
the Group to pursue other interests Huddersfield Town FC as a mark
within CPC. Peter has given over of our appreciation. On behalf
It is also perhaps significant
20 years’ service to the Group, as of all Central Team staff and our
therefore that the Domestic
well as, at some point over the members who have worked with
Services Group will be heading
years, been a member of every Peter over the years, we would like
‘across the water’ for the first
other Commodity Group within to extend our very Best Wishes to
time when our summer meeting
NWUPC and a previous Chairman him (and Huddersfield Town!!) for
takes place at the University of
and Professional Advisor to the the future.
Ulster. We appreciate the effort
Audio Visual Group. Peter’s most
that our Northern Irish members

10
English National Purchasing Consortium News

In the current economic

ENPC
climate the public
sector, including higher
education, is going to
experience challenging
times in terms of this is the ideal way to gain both Other ‘back room’ work has seen
squeezed resources leveraged cash savings and the four ENPC members produce
reductions in process costs. In revised terms and conditions
both financial and
this we will be working with our of contract for both goods and
human. members to provide them with services that will be used for all
the confidence to use all the collaborative work in ENPC. These
The purchasing consortia exist to deals available to them. new T & Cs have been drafted
deliver both process and real cash by one of CIPS acknowledged
savings to their member HEIs. We have also entered into experts and checked by solicitors
ENPC has collated the results of the second annual Marketing with extensive experience of HE.
last year’s cash savings as in the Agreement with Buying Solutions The costs and work involved in
table below. (formally OGC buying solutions) this process have been shared
to ensure those agreements by the ENPC members, a good
We are now working on expanding that provide HEIs with value for example of working for mutual
our contracting activities and money are supported by the benefits using a ‘shared service’
offerings to members in a consortia. This cross-sector methodology. All of this work is
number of ways with the aim of collaboration extends to having aimed to ensure our members
increasing both types of savings. HE representatives on the working receive direct, measurable
Each of the Consortia is looking parties set up by the Buying cash and process cost savings
to expand their contracting Solutions category management from cooperation in operational
activities at regional, inter- groups that instigate the contracts. activities and collaboration in
regional and national, be that via In this way the needs and contracting.
ENPC or the whole UK, levels. peculiarities of HE are identified
Efforts are also being made to early in the tendering process to
ensure maximum commitment ensure the final agreements meet
to collaborative contracts as our requirements.

English National Purchasing Consortium (ENPC) for HE

Cash Saving Year Ending


Consortium Expenditure via Consortia
July 2008

London Universities Purchasing Consortium £200,600,000 £15,300,000

North Eastern Universities Purchasing Consortium £123,800,000 £7,800,000

Southern Universities Purchasing consortium £159,706,000 £27,556,111

North Western Universities Purchasing Consortium £79,470,238 £8,576,950

Totals £563,576,238 £59,233,061

11
Interview with Jennifer Wolstenholme
Jennifer Wolstenholme
has been appointed
as the Director of
Procurement at Bangor
University, a new post
created after a review
of purchasing. Jennifer
was previously the
Head of Purchasing
at Manchester
Metropolitan University
from where she
moved to Wylfa Power
Station on Anglesey as
Purchasing Manager.

After three years outside of Jennifer Wolstenholme and Paul Tomany pictured at the NWUPC Annual Conference
HE are you glad to be back
in the sector? It’s a new post at Bangor
- what are you looking to “The emphasis is on the
Yes although I enjoyed my time achieve? important part procurement
at MMU I moved out of the sector can play in all areas of
for both professional and personal Bangor has ambitious plans both external expenditure”
reasons - especially to be closer to academic and with its physical
the sea given my interests in scuba infrastructure and I see my role is Have you identified any
diving and sailing. I feel that my to be involved at the strategic level
immediate areas that could
recent experience outside HE has helping the University obtain the
added to my skills and knowledge best value for money in a variety
benefit from your ideas?
and I can now bring that to my new of project areas. As a first step I
post in Bangor and hopefully to the Due to the current economic
am writing and implementing a
wider Consortium as well. climate Bangor is tasked with
new procurement strategy across
making significant financial
the University that aims to engage
savings. The procurement of
“I feel that my recent with senior management. The
Library supplies is an area of
experience outside HE emphasis is on the important part
significant expenditure and
procurement can play in all areas
has added to my skills and attention will be focused on
of external expenditure.
knowledge” the opportunity to join with
either the English National
As well as my new Director of
What was your role in the Purchasing Consortium or the
Procurement post there have
Nuclear Power Station on Welsh Purchasing Consortium
been other developments at the
arrangements where appropriate.
Anglesey? University with Dewi Hughes
In any case I am hoping that
changing roles - he will now
Bangor University will be a
I was Purchasing Manager oversee the infrastructure projects
significant contributor to the
and managed a team who are as Director of Programme
future of library procurement in
responsible for the procurement Management - and we have a
the Higher Education sector.
of critical plant spares and plant new Director of Finance - Mike
maintenance contracts. Davies.

12
Apart from the NWUPC are that can spread best practice and a drive to go shopping for even
there other collaborative raise both the awareness and basic essentials from my new
profile of procurement. I have the home and if you remember Paul
groups in Wales that
support at senior levels to do this. the last time we saw each other
Bangor is working with?
(the penultimate day Jennifer
“the procurement profession worked in Manchester) I was on
Yes we have contact with Value
is being recognised as my way to do some last minute
Wales and the North Wales public
shopping!
sector group that includes the local having a more important part
authorities and health trusts and to play than in the past”
where it is appropriate we look to
Well thanks for this and
work with these bodies. However welcome back!
Is there anything you miss
much of the way the University about working in the city of
operates has more in common I look forward to working and
Manchester? meeting up with both new and
with other HEIs and I expect we
will continue to look to NWUPC old colleagues in the months to
Friends and colleagues and come.
and the HE sector for most of our
probably the shops – it’s quite
collaborative supply contracts.

Will you be joining the APS


Group?

Yes, and I’ll be at the July


meeting. I want to pay tribute to
Mike Montgomery for all his past
work and for representing Bangor
on the APS Group. Mike will be
staying at Bangor working as part
of the procurement team and, if
I’m unable to attend APS, Mike
will deputise for me. Mike will be
staying on the other Commodity
Groups he’s a member of so the
Consortium will still be seeing
him.

Do you feel your appointment


is significant for the wider
HE procurement
community?

Well, it is significant in Bangor


and, as I understand that Glyndŵr
University has recently appointed
their first Purchasing Officer it
seems to show that, in HE in
Wales at least, the procurement
profession is being recognised as
having a more important part to
play than in the past. I intend to
build on this by reaching out to all
those with buying responsibilities
in the University to provide not just
help and advice but also a network

13
Continuing Professional Development
The CPD programme
“All very useful, good anecdotes from “Highlighted many issues not aware
goes from strength
real life examples” of but should now be considered”
to strength with Mike
Haslin putting together a “I am developing my role, this will “Florence brought humour to a very
programme which is both help me introduce aspects to improve complex subject”
processes”
popular and relevant. “Good value for money course”
“Increased awareness of what is
Legal Aspects of Procurement possible” Managing Risk
Presenter: Mike Keane Presenter: Jenny Radcliffe
8 December 2008 28 April 2009
December saw the ever-popular Legal
Jenny presented an innovative
Aspects of Procurement session
approach to risk with a high degree of
presented by Mike Keane. Mike
delegate interaction which proved to
continued to inform and entertain
be very successful.
delegates evidenced by the feedback
received.
“A very enjoyable seminar and a
friendly welcome by NWUPC on
“First rate session”
arrival”

“Very well organised event”


“Realistic and useful practical
Managing the Tender Process
examples expressed well”
“Excellent presenter” Presenter: Mike Haslin
26 February 2009 “Jenny’s sense of humour and clear
“Really good session, learnt a lot
explanation of topics”
about the legal side of purchasing” Our very own Mike Haslin presented
this session which proved very “Very well delivered course, which
“Enjoyable course with very useful popular. Mike’s in-depth coverage was most enjoyable”
information” of the tender process was much
appreciated by delegates.

“The fact that we got an overview of


all aspects of tendering and have the
opportunity to attend more detailed
seminars in each subject”

“The breakdown of the tender


process was very informative and well
delivered”

EU Directives
Contract Management Tender Evaluation
Presenter: Florence Gregg
Presenter: Shirley Lewington Presenter: Florence Gregg
24 March 2009
29 January 2009 21 May 2009
Like Mike Keane, Florence Gregg has
Shirley Lewington’s session on the knack of making complex issues Another well received course
Contract Management was well simple to understand and is able to inject presented by Florence. The session
received, with delegates rating it as humour into a serious and dry subject. looked at the evaluation process and
enjoyable and thought provoking. provided delegates with practical
The session included both theoretical “A really good session with great hints on how to make the right award
and practical examples from prior examples, very informative and a sound decision.
experience. overview”
14
assistants - and will introduce key Contract Law
“This was a good course with a trainer areas of procurement Presenter: Mike Keane
who has sound knowledge of subject University of Salford
area” Legal Aspects of Procurement 4 December 2009, cost: £125
Presenter: Mike Keane
“It was all extremely useful, particularly University of Salford Perhaps the most popular session on
being given real life examples”
18 September 2009, cost £125 the programme, the course provides
an introduction to the legal aspects
“Excellent presenter, warm, funny and
This course is aimed at those who of procurement and will cover areas
very knowledgeable”
already have some knowledge of law such as the battle of the forms and the
and wish to extend and update it. Supply of Goods and Services Act.
“I thought Florence was a very
Topics covered will include the law of
informative and interesting speaker
negligence and intellectual property A copy of the CPD programme may
and I learnt a lot from her”
rights. be downloaded from our website:
www.nwupc.ac.uk
Future sessions:
For more information please contact
The following sessions have been Sue Wilson on 0161 277 5613 or
planned: email: sue.wilson@manchester.ac.uk.

Negotiation Tactics 10
Advanced Skills
Presenter: Jenny Radcliffe
University of Manchester
25 June 2009, cost: £125
Sustainable Procurement
This course is intended for those who Presenter: Shirley Lewington
have some experience or training in
University of Manchester
negotiation techniques and would
20 October 2009, cost: £125
appreciate a practical overview of
the ten most commonly used tactics
The course is aimed at those
and techniques in the broad field of
people wishing to understand the
negotiation.
role sustainability can play in the
procurement process. The content is
suitable for both procurement officers
and delegates with responsibility for
environmental issues.

Financial & Supplier Appraisal


Presenter: Jenny Radcliffe
Liverpool John Moores
University
12 November 2009, cost: £125
Introduction to Procurement
This course is aimed at buyers who
Presenter: Jo Kavanagh perhaps do not enjoy the financial
University of Central elements of their job or have maybe
Lancashire struggled to understand ratios and the
23 July 2009, cost £75 like in the past. The course is taught
sympathetically by a fellow number-
This course is aimed at people who phobic at an easy to understand and
are new to purchasing - departmental gentle pace.
buyers, finance and purchasing

15
Profile Universal AV Services Limited
Established in 1990
Universal AV Services
remain committed to
developing long standing
relationships within the
Corporate, Education
and Public Sectors. Our
reputation is based upon
a wealth of knowledge
and resolute customer
focus to deliver quality
solutions.

From our Head Office in Bradford,


our Regional Office in Newcastle and
key personnel strategically placed
throughout the country we feel we
are in the ideal position to promote have a solid database to continue our describe as a success story. Just
both our products and services development. like any organisation its success is
on the NWUPC framework for AV its people, many of whom received
installations. Submerged in great technology, which recognition for 10 years service at our
has developed dramatically over the last annual conference. We believe
Universal are proud members of last nineteen years our vision and in the investment of training and we
both the NWUPC and the NEUPC belief has remained the same. We open our doors on a regular basis
serving universities from the Scottish endeavour to treat our customers in a to our key supply partners to ensure
border down to the Midlands and professional manner, deliver what we our sales and technical staff are kept
North Wales. We are also approved promise and believe this will ensure abreast of the latest technology.
suppliers to the CPC serving Further continuity of business.
Educational colleges nationally and Our work in the North West is still in
the Yorkshire Purchasing Organisation This philosophy has enabled us to its infancy but is being built on strong
(YPO) who cater for schools, local develop in line with the industry and foundations. If you feel you wish
and central government bodies in boast an increased turnover of £8.75 to know more about us, the strong
many regions. Add to this some high million in 2008 employing 64 people, portfolio of products we boast and the
profile Corporate Clients, we feel we an achievement we are proud of and skills we use to back them up please
contact Sharon Flanagan on 0161
763 6842 or sales@uniav.com.

For further information about the


Audio Visual Installations framework
agreement, please visit the NWUPC
website - www.nwupc.ac.uk, or
contact one of the contracting team,
details can be found at the back of
the Newsletter.

16
Supplier Exhibition at Keele University
NWUPC attended the
recent supplier exhibition
held at Keele University
in the new Ballroom
located in Keele Hall. This
was the third supplier
exhibition that Keele has
organised and it proved
to be a great success
with over 200 members of
staff attending the event
throughout the day.

In fact, many of the suppliers exhibiting Andy Wojciechowski, Linda Sutton, Lorraine Bunting and Rachael Howe at the Keele Supplier
at the event found themselves Exhibition

running low on information packs


and promotional items for delegates. through the Consortium, including with the Procurement Department,
Supplier exhibitions held at member the NVQ qualifications and the these events are an opportunity
institutions are a perfect opportunity training sessions on the Continuing to update staff about procurement
for the central team to meet buyers Professional Development (CPD) activities within the institution, provide
and end users from the institution. programme. These one-day sessions information about NWUPC activities
It gives us a chance to answer any cover a broad range of topics for and procurement within the sector
questions they may have about the procurement staff at all levels. See generally and offer procurement
contracting programme and suppliers, the article on the CPD programme for training to staff that attend the event.
and to find out if there are any areas more information. If you are holding a supplier exhibition
that we can improve the service that at your institution and would like
we offer to our members. NWUPC are happy to attend supplier the Consortium to attend, or if you
events organised by members; in would be interested in holding a
We are also able to remind people of addition, we are also continuing with road show then please contact Andy
the training opportunities that exist our Road Shows held at member Wojciechowski on 0161 277 5614 or
for staff members from the institution institutions. Organised in conjunction email: andy.woj@manchester.ac.uk.

17
Contract Law - Steering a Course Through the
Decisions to Award
The European considered it appropriate that the
Parliament had scored the winner’s
Ombudsman has been
bid approximately 5% lower on this
considering a case that criterion.
throws light on the factors
that will be considered • The Parliament awarded the
complainant fewer points for
when a challenge is this criterion on the grounds
brought that alleges that its organisational structure
that the decision of the would be totally dependent on its
subcontractors. The Ombudsman
awarding authority is
considered this to be reasonable.
commercially unsound. A contractor’s decision to carry out
work itself or subcontract it and
In September 2007, the European then manage the subcontractors
Martin Vincent, Mace & Jones
Parliament issued a call for tenders clearly relates to the methodology
for restoration, renovation and and the organisation and planning the Ombudsman did not consider
repair works to be carried out on the of a contract. The complainant’s this fact decisive. Neither the
European Parliament and European bid revealed that it would rely on project manager nor his company
Commission building in Malta. On a whopping 17 subcontractors, were tenderers in this procedure.
7 February 2008, the Parliament whereas the winner would only use There were no allegations that
informed the complainant that its seven. The Ombudsman agreed the winning company had failed to
tender had been rejected because it that this difference suggested comply with its legal obligations.
did not receive the highest total number that it would be more difficult for
of points. Additional information the complainant to co-ordinate the The Ombudsman, therefore, did not
regarding the reasons for the rejection execution of the contracted work. find any instance of maladministration
were provided to the complainant on The Parliament’s consideration in relation to the complainant’s
request in March 2008. that such dependence on allegations and effectively restates
subcontractors was relevant in the what we already knew which is that
The complainant lodged a complaint award of the tender was entirely challenges to commercial decisions
with the Ombudsman alleging that reasonable. struggle to bear fruit. The use of the
Parliament failed to provide plausible
words “manifestly unreasonable” give
reasons for the rejection of its tender. The Ombudsman also agreed with an indication of quite how obviously
the Parliament’s conclusion that the flawed the decision would have to be.
The Ombudsman first noted that it profile of the eventual winner better
is for the administration organising suited the requirements of the tender. Commission gets tough
a call for tenders to assess whether
the applicants fulfil the conditions laid • The complainant argued that the Three cases this month of the
down in a call for tenders and to carry fact that the winning company’s Commission baring it’s teeth:
out the comparative assessment project manager was the director
of bids. It is the Ombudsman’s role of a large construction company 1) Irish procurement lacks openness
simply to examine whether that that went bankrupt should have
administration’s assessment was been taken into account. However, The Commission has determined that
“manifestly unreasonable”.

The tenders in question were assessed


according to three criteria:

• The eventual bid winner offered


a price that was approximately
5% higher than the complainant’s
offer. The Ombudsman, therefore,

18
a procedure for awarding a contract
for the provision of interpretation
services by the Irish Department of
Justice infringes the principles of
equal treatment and transparency.

In particular, the Commission claims


that the Department of Justice
attributed weightings to the award
criteria to be applied to assess
bids after the closing date for the
submission of the bids and then
modified these following an initial
review of the bids submitted. This
meant that the Department of Justice
changed the emphasis and relative
importance of the award criteria from
the position as advertised and from
what a tenderer could understand
from the contract documents.
The Teckal judgement specifically Federal Government was revised
2) Commission 2 - Germany, 0 A score said that public / private partnership and amended. The Commission
line we can all relate to was not a bar to using the Teckal considered that this modification
defence. In that case, the private altered the essential terms of the
A) In 2003, the German City of Hamm ownership was a small fraction of the agreement such that it was, in effect,
awarded a contract to Lippeverband overall corporation whilst in the instant a new agreement which should
for the provision of waste water case with proportion of the private have been tendered. The award of
collection and disposal services. The ownership is greater. the contract to juris GmbH, in the
contract was not advertised and there absence of a competitive and open
was no competitive tender procedure The Commission has concluded that tender procedure to select the private
prior to its award. there has been an award of a services partner for the provision of the legal
contract for remuneration which should database services, breached the
Lippeverband is owned in part by the have been tendered in accordance procurement rules.
public sector and in part privately. with the public procurement rules.
Germany claims that the City of It gets worse, because in 2006, 13
Hamm did not award Lippeverband B) Germany owns just over 50% of federal states awarded contracts to
a contract for the purposes of the juris GmbH, the leading provider of juris GmbH for legal database services
public procurement rules. Rather legal database services in Germany. on the basis of a negotiated procedure
it claims that there was a transfer juris GmbH operates the juris database without any prior publication or call for
of public functions to a body which which contains a large library of Federal tenders.
had been established specifically and State law, administrative rules,
to perform some of the tasks under case law and legal journal articles. Germany claimed that juris GmbH
the State Water Law of North-Rhine- was the only realistic provider of these
Westphalia, in effect pleading the Under a co-operation agreement with services and that it was therefore
Teckal defence. the Federal Government, juris GmbH justifiable for the contracts to be
is required to maintain and operate its awarded without prior advertisement.
The Commission has determined legal information system and to provide The Commission, however, does not
that as Lippeverband has mixed all federal authorities with access to accept this argument. It considers that
public-private membership it cannot it, for an annual fee. Under the same the contracts with juris GmbH should
be considered to be part of the agreement, juris GmbH exclusively have been awarded using the open
organisation of the German public receives legislative documents and or restricted procedures, following
administration to which public judgments in a specially edited form. advertisement in accordance with the
functions can be transferred. Further, public procurement rules.
Lippeverband receives payment from During the course of its partial
the City of Hamm for the performance privatisation in 2001, the co- Martin Vincent
of the services. operation agreement with the Head of Education Division

19
Contact NWUPC
For general enquiries please
contact the main office:

Ground Floor, Crawford House


Precinct Centre, Oxford Road
Manchester M13 9QS
Tel: 0161 273 7094
Fax: 0161 272 7089
Web: www.nwupc.ac.uk

Paul Tomany Angela Wilson


Managing Director Senior Administrator
Tel: 0161 273 7094 Tel: 0161 277 5611
Email: paul.tomany@manchester.ac.uk Email: angela.wilson@manchester.ac.uk

Mike Haslin Jane Hargreaves


Deputy Director Contracts Officer
Tel: 0161 278 2533, 07929 402908 Tel: 0161 278 2539
Email: M.Haslin@liverpool.ac.uk Email: jane.hargreaves@manchester.ac.uk

Jo Kavanagh David Lamb


Deputy Director (Training) Contracts & Training Officer
Tel: 0161 278 2538, 07930 198175 Tel: 0161 278 2531, 07800 828071
Email: J.Kavanagh@liverpool.ac.uk Email: David.Lamb@liverpool.ac.uk

Andy Wojciechowski Rachael Howe


Marketing Manager Marketing Assistant
Tel: 0161 277 5614 Tel: 0161 277 5615
Email: andy.woj@manchester.ac.uk Email: rachael.howe@manchester.ac.uk

Sue Wilson Judith Hoyle


Finance Manager Commodity Group Administrator
Tel: 0161 277 5613 Tel: 0161 278 2536
Email: sue.wilson@manchester.ac.uk Email: judith.hoyle@manchester.ac.uk

20

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