Step 2: Dashboard

 

                                                                  

                                                                Full Assessment              Medium Assessment                Lite Assessment   

The Dashboard requests specific numeric data in advance of a visit. For example, KPI information and spend breakdown. 

Some metrics will be given a RAG status and this will contribute to the report card; a seperate part of the assessment which does not affect the final score.

The Dashboard content will be requested by the assessor at least 6 weeks prior to the agreed Assessment Day. The completed Dashboard must be submitted to the assessor at least 2 weeks prior to the agreed Assessment Day.

The Dashboard can be downloaded in Excel here.

An overview of the Dashboard contents:

  Metric
1 Total Procurement Relevant Spend (Relevant Spend)
2 Total Procurement Influenced Spend (Influenced Spend)
3 Upheld Procurement Legal Challenges
4 Value of Contracts / Frameworks in the Contracts Register
5 Percentage of current Cat C Contracts / Frameworks in Place Covered by a Strategy
6 Total Relevant Spend through a Collaborative Contract
7 Total Relevant Spend through a CAT C Contract
8 Total Forecasted Cash Savings
For the Last Financial Year
9 Cat C - Forecasted Cash Savings
10 Total Cat A & B Cash Savings Secured
11 Total Cat A & B Cash Savings Delivered
12 Total CAT C Cash Savings Secured
13 Total CAT C Cash Savings Delivered
14 Non-cash Savings Value
15 Compliant Spend to Contract / Framework
16 Maverick Spend
17 Total No. of Live trade suppliers
18 Total Spend to SME Suppliers
19 No. of SME suppliers
20 Total No. of Purchase Orders (POs)
21 Total No. of eProcurement POs
22 Total No. of Invoices
23 Total No. of eInvoices
24 Payment Performance
25 No. of FTE People in the Procurement Team
26 No. of Procurement Officers within the Procurement Team Qualified, or Working Towards MCIPS or an Equivalent Qualification that includes Procurement
27 No. of Procurement Officers in Procurement Legislation Training Within last 12 months of when Legislation / Remedies have Occurred.
28 No. of Authorised or Delegated Purchasing Staff outside Procurement
29 No. of Modern Apprentices

 

Optional Metrics

The following metrics are optional, to be selected by the CoE assessors:

30 Number of Suppliers Used
31 Total eProcurement Spend
32 Retrospective POs
33 No. of Procurement Officers within the Procurement Team Qualified with MCIPS or an Equivalent Qualification that includes Procurement

 

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Any documents you need are listed below:

PCIP Dashboard (file type: xlsx)

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