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Procurement presentation
Introduction to the new
procurement
arrangements in the RBL
Agenda
• What is meant by Procurement
• RBL Sourcing strategy
• Basic Procurement Routes
• Process – How it works
• RBL Procurement process
• High value / More complex procurement
• Procurement Intranet support
• Contracts Database
• Requests for Quotes
• Formal Procurement Routes
• Proactis -Placing a Purchase Order / Receipting / Payment
• Next steps
• Support
Why are you here ?
• Who — and what — is
this introductory presentation for?
• Good procurement skills help everyone involved in
procurement to make the most of the available
budgets — to ensure that the goods and services
purchased are through compliant processes, obtain
the best value for money, and will support the Legion
in meeting its objectives and obligations as effectively
as possible.
Introduction
• What is procurement?
'Procurement' means the whole process of buying or
purchasing — goods, works or services.
It includes
• the identifying of what you need
• the options and choices you have
• the process of purchasing your goods or services
• disposal / replacement of the item you purchased
• Procurement may also include inventory control,
receiving, inspection, management, store keeping,
salvage and disposal.
RBL Sourcing Strategy
• Existing Suppliers on Contracts database
• Access to Framework Contracts
• Previously Used Suppliers through Open competition
• Requests for Quotations - small value
• Invitations to Tender – larger values
• EU tender process
Basic Procurement Routes
• Under £1000 - receipts
• Over £1000 under £25,000 - 3 quotes
• Over £25,000 - via Procurement team
• Over £140,000 - probable EU tender
Process – How it works
Undertake the following :
Identify the need (and budget)
Adhere to Financial levels of Procurement
Raise an order through Proactis
Receipt an Order
Handle queries (troubleshoots)
Payments
RBL Procurement Process
Higher Value/ More Complex
Procurement
• Over £25,000 total Contract value Mandatory involvement of
Procurement
• Less than £25,000 but complex / high risk involvement of Procurement
team or Legal
• Contract approval for Contracts over £25,000 (with certain exemptions on
Property related contracts) must be through Procurement team who will
liaise with Legal and arrange appropriate signing and distribution of
contracts
Procurement Intranet Support
Contracts Database
Request for Quote Process
Placing Orders
Next steps
• Directorate/ Divisional individual seminars
• Roll out to regions
• Updating of Procurement intranet pages
• Regular newsletters and workshops
• Reviewing of Purchasing strategy as RBL Corporate
strategy refocuses
Support
• Share knowledge with your team/ colleagues
Procurement Contacts
• Frank Wright tel: 020 3207 (W)
e-mail: fwright@britishlegion.org.uk
• Julie Batty tel: 020 3207 2289 (W)
e-mail: jbatty@britishlegion.org.uk
• Linda Bates tel: 01954 231819 (H)
e-mail: lbates@britishlegion.org.uk
• Adeline Orife tel: 020 3207 2135 (W)
e-mail: aorife@britishlegion.org.uk

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Procurement Presentation rbl

  • 1. Procurement presentation Introduction to the new procurement arrangements in the RBL
  • 2. Agenda • What is meant by Procurement • RBL Sourcing strategy • Basic Procurement Routes • Process – How it works • RBL Procurement process • High value / More complex procurement • Procurement Intranet support • Contracts Database • Requests for Quotes • Formal Procurement Routes • Proactis -Placing a Purchase Order / Receipting / Payment • Next steps • Support
  • 3. Why are you here ? • Who — and what — is this introductory presentation for? • Good procurement skills help everyone involved in procurement to make the most of the available budgets — to ensure that the goods and services purchased are through compliant processes, obtain the best value for money, and will support the Legion in meeting its objectives and obligations as effectively as possible.
  • 4. Introduction • What is procurement? 'Procurement' means the whole process of buying or purchasing — goods, works or services. It includes • the identifying of what you need • the options and choices you have • the process of purchasing your goods or services • disposal / replacement of the item you purchased • Procurement may also include inventory control, receiving, inspection, management, store keeping, salvage and disposal.
  • 5. RBL Sourcing Strategy • Existing Suppliers on Contracts database • Access to Framework Contracts • Previously Used Suppliers through Open competition • Requests for Quotations - small value • Invitations to Tender – larger values • EU tender process
  • 6. Basic Procurement Routes • Under £1000 - receipts • Over £1000 under £25,000 - 3 quotes • Over £25,000 - via Procurement team • Over £140,000 - probable EU tender
  • 7. Process – How it works Undertake the following : Identify the need (and budget) Adhere to Financial levels of Procurement Raise an order through Proactis Receipt an Order Handle queries (troubleshoots) Payments
  • 9. Higher Value/ More Complex Procurement • Over £25,000 total Contract value Mandatory involvement of Procurement • Less than £25,000 but complex / high risk involvement of Procurement team or Legal • Contract approval for Contracts over £25,000 (with certain exemptions on Property related contracts) must be through Procurement team who will liaise with Legal and arrange appropriate signing and distribution of contracts
  • 12. Request for Quote Process
  • 14. Next steps • Directorate/ Divisional individual seminars • Roll out to regions • Updating of Procurement intranet pages • Regular newsletters and workshops • Reviewing of Purchasing strategy as RBL Corporate strategy refocuses
  • 15. Support • Share knowledge with your team/ colleagues Procurement Contacts • Frank Wright tel: 020 3207 (W) e-mail: fwright@britishlegion.org.uk • Julie Batty tel: 020 3207 2289 (W) e-mail: jbatty@britishlegion.org.uk • Linda Bates tel: 01954 231819 (H) e-mail: lbates@britishlegion.org.uk • Adeline Orife tel: 020 3207 2135 (W) e-mail: aorife@britishlegion.org.uk