1. PROCUREMENT An insight – what you need to know Colin Todd Deputy Purchasing Manager

2. WHAT IS PROCUREMENT • Involving: • “the whole process from identifying a business need to fulfilment of contract”.

3. Who are we? • Procurement • Based in V7 Prescot, telephone 0151 471 …. (ext) • Tracy Smith, Head of Procurement ext 2261 • Colin Todd, Deputy Manager ext 2480 • Karen Searles, Senior Buyer ext 2262 • Lyn Stanton, Purchasing Assistant ext 2452 • Tony Norris, Purchasing Assistant ext 2457 • Mel Cox, Purchasing Assistant ext 2258 • Ian Bradley, Data Controller/Purchasing Assistant ext 2318

4. Objectives and role of Procurement • Ensuring the Trust achieves best value for money • Best practice procurement • Probity/public accountability • Governance • Commercial Guidance

5. The Rules • Trust Standing Orders/Standing Financial Instructions • OJEU – European tendering legislation • Codes of Conduct (CIPS) • Record Retention • Freedom of Information

6. Separation of Responsibilities

7. HOW TO ORDER

8. STOCK ITEMS • For example disposable goods which includes • office stationery, beverages, dried provisions (not • catering) sharps bins and so on • Majority of goods required by a ward/department will fall into this category • Requirements are processed by an EDI system – NHS Supply Chain • Access and training is co-ordinated by • Lyn Stanton, Purchasing Assistant – lyn.stanton@merseycare.nhs.uk • Mel Cox, Purchasing Assistant – mel.cox@merseycare.nhs.uk

9. NON-STOCK ITEMS • For example, longer term investment – soft furnishings, office • furniture, uniforms, vehicles, official stationery, trust • contracts and so on. • Non-stock also includes- bookings for travel, conferences, • courses, • All non-stock requirements are processed on EDI system – E-procurement (e-proc) • Access and training is co-ordinated by Access: Nick Moon, Systems Accountant –nick.moon@merseycare.nhs.uk • Training: Ian Bradley, Purchasing Assistant - • Ian.bradley@merseycare.nhs.uk • or • Colin Todd, Deputy Manager – colin.todd@merseycare.nhs.uk

10. Do’s and Don’ts • Never give verbal or written commitment to a company • Never sign a company lease or contract – you may in fact commit the Trust to expenditure and possible less favourable terms • All goods, unless bought via petty cash or reclaimable expenses, must be obtained through an official order