Step 3(c): Assessment Preparation & Advance Information

                                                                  

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*Legal Requirement From Early 2016(Y/N)

 Evidence Requested in Advance of Assessment Day

Assessor Selects Procurement Exercises(Y/N)

Leadership & Governance

N Corporate Strategy N
Y Procurement Strategy N
Y Procurement Annual Report N

Development & Tender

N Any end to end Procurement Exercise Information Y
N End to end High Risk Procurement Exercise Information Y
N End to end High Value Procurement Exercise Information Y
N Documentation seeking external expertise through collaboration or otherwise to develop strategies N
N Evidence of innovation / improvement activity implementation N
N Any end to end Procurement Exercise Information N
N End to end re-let Procurement Exercise Information Y
N Business Critical end to end Procurement Exercise Y
N Implementation & Exit Plans Procedure N
N Documentation of sharing implementation plans and exit strategies with other organisations.

N

N End to end Regulated Procurement Exercise Y

Contract

N Procurement Job descriptions (incl. DPA) N
N Procurement Training Register & Development Plan N
N Contract and Supplier Management Process / Procedure N
Y Contracts Register (e.g. Access, Spikes, etc.) N
N Segmentation Exercise Output N
N Evidence of Supplier Review Meetings (minutes) N
N Report on contract performance for CoE / SG N
N Supplier Performance Reports; CAT C N
N Evidence of Contract Management N
N Supplier Performance Tracker such as a Supplier League Table N
N Training Record of CSM Roles Training N
N Evidence of Supplier Events / Meet the Buyer N
N Key Supplier Record N
N CSM Savings Tracker N
N Evidence of benchmarking CSM process - reports, emails N
N Example of Ts & Cs (anonymous) N
N Audit Strategy / Plan N
N SLA/KPIs Tracker N
N Supplier Failure Dispute Process N
N Contract Variation Procedure N
N Contract Review Meeting Minutes N
N Consumption Reports and follow on action plans N
N Supplier Development Objectives example N
N Supplier Feedback example N
N Spend / benefit report N
N Supplier Innovation Tracker N
N End to end High Value Procurement Exercise Information N
N End to end High Risk Procurement Exercise Information N
N Organisation / Procurement Improvement Action Plan N
N End to end Medium to Low Risk Procurement Exercise Y
N End to end Medium to Low Value Procurement Exercise Y
N Lessons Learned Process N
N Lessons Learned Report / repository N

Legal Requirements to be assessed using information above

Y Contracting Authority must publicise its intention to seek offers as part of a regulated procurement on the Public Contracts Scotland website.  
Y Evidence that the Contracting Authority publicises above threshold tenders via OJEU  
Y Evidence that the Contracting Authority publicises the award of a contract under a regulated procurement on the Public Contracts Scotland website.  
Y Evidence that Most Economically Advantageous Tender is used.  
Y Evidence that PINs are utilised where appropriate.  
Y Evidence that lotting is being used/given consideration in the commodity/service strategy.  
Y Evidence that the website covers how to engage with the Contracting Authority  

* This is in relation to the Procurement Reform Act and new EU Directives. 

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