Building Procurement Capability in Higher Education

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Building

Procurement

Capability in

Higher

Education

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LUPC Conference

April fools day 2014

HEPA update

Marcus McDonald,

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Marcus McDonald, who am I?

• Director of Finance and Estates, Royal College of Music;

• Chair LUPC;

• Chair HEPA Steering Group;

• worked in universities since January 1982;

• procurement remit for more than 20 years, but not an expert;

• still learning about procurement;

• just written new RCM procurement strategy.

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HEPA: aim of session

• who is HEPA for?

• what is already available?

• what will be available in 2014/15?

• how will we maintain HEPA in the long run?

• how will HEPA link more closely with PMA?

• questions?

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HEPA: not just universities!

Although HEPA resources were designed for HE, they

should be equally useful for all “not for profit” organisations.

All LUPC members have access to HEPA resources and

CPD.

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HEPA: already here

• high quality face-to-face CPD programme; • on-line platform to book HEPA programmes; • HEPA website;

• communications & marketing structure; • regional consortia are promoting HEPA;

– consortia responsiveness training is branded jointly with HEPA;

• web-enabled on-line resources, including

– Competency toolkit – Procurement Journey

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• high quality face-to-face CPD programme, year 2;

• five tailor-made on-line CPD modules;

• a HEPA manager.

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Long term sustainability

• HEPA to be owned and managed by PPG;

• input from other procurement organisations, e.g. consortia;

• BUFDG to fund HEPA manager to maintain & develop HEPA;

– enhance links with PCA/PMA;

– assist members improve procurement capability; – enhance partnership with consortia;

– support PPG Chair & executive to develop & deliver PPG strategy.

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Closer links with PMA?

• continue to foster good working relations with AUPC & SUPC;

• fund consultancy to analyse data from PMAs in order to:

– identify good practice across the sector;

– identify trends across the sector and/or regions

– help our members improve their procurement capability/maturity; – feedback loop into generic and/or specific training;

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Questions?

?

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British University Finance Directors Group

Update on activities

Procurement Professionals Group (PPG)

Caroline Blackman-Edney

Head of Procurement - University of Cambridge

Chair PPG

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PPG Terms of Reference

The PPG is the special interest group of BUFDG for Procurement Professionals working in UK HEIs and Consortia. Membership of the group is through institutional membership of BUFDG.

Aims

The aims of the PPG are to:

• Assist procurement professionals in:

- moving from being "doers" to "enablers"

- achieving the CIPS trinity of “Aspiration, Capability and Execution"; and - developing their organisation to achieve “high performance procurement”.

• Develop a network of procurement professionals working in UK HEIs to enable sharing of

experience and good practice;

• Consider and collectively respond, where appropriate, to consultations and lobby for

change with Government and other external organisations like CIPS in procurement matters which affect UK HEIs.

• Create a procurement environment which is understood and valued by stakeholders

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PPG Terms of Reference

The PPG plays a pivotal role in advising the BUFDG

(and its Procurement Academy) on the on-going

development needs of the professional procurement

community in England.

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PPG Terms of Reference

• Supporting the professional procurement community as it becomes

recognised for its knowledge, talent and transformational capabilities in HE • Enabling procurement professionals to create and communicate clear value

propositions within universities

• Promoting agile procurement operating models and practices • Using P2P to enable improved spend analysis

• Using project portfolio planning to support procurement practices to develop • Promoting and enabling procurement professionals to deliver spend planning

in universities

• Enabling individuals to utilise procurement data and analyses to inform institutional decision making and delivery of enhanced performance • Raising awareness of risk in supply chains and how the procurement

professional can minimise the impact on their institution

• Promoting effective supplier relationships to maximise supply market leverage.

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PPG areas of activity

Input into the development of:

 Procurement Journey

 On-line Competency Tool  E-learning

 Best Practice documents

 Non pay spend definition and efficiency agenda  EMM development and review of BPI’s

 Raising awareness of Procurement with FD’s  Regional networking events

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PPG areas of activity

Open discussion

Where do you think our areas of

focus should be?

 PPG

 HEPA

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PPG areas of activity

Open discussion

How to share Best Practise

&

Engagement with Finance

Directors

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The HEPA model

_Individual

competency framework &

job

descriptions Knowledge _{sharing -}

policies, frameworks, & benchmarking Skills training - CPD Responsive update training e.g. new legislation or practice Qualifications - elective element (20:80) with HE sector focus Leadership development Programs Thought leadership debate & research Networking, mentoring & coaching SUPC/APUC Institution procurement maturity assessment and measurement of progression