This presentation provides an introduction to the new procurement arrangements at the RBL. It outlines the RBL's sourcing strategy, basic procurement routes including thresholds for quotes and tenders, and the procurement process. It discusses high value/complex procurement, support resources like the intranet and contracts database, and placing purchase orders. Next steps are identified to roll out the new arrangements through individual seminars and regular communications. Contact details are provided for procurement support.
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
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