Subject: |
Waivers of Contract Standing Orders |
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Date of Meeting: |
10 October 2019 |
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Report of: |
Executive Director Finance & Resources |
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Contact Officer: |
Name: |
Cliff Youngman |
Tel: |
291408 |
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Email: |
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Ward(s) affected: |
All |
FOR GENERAL RELEASE
1. PURPOSE OF REPORT AND POLICY CONTEXT
1.1. The Council’s Contract Standing Orders (CSOs) require reports to be presented to Policy, Resources & Growth Committee, setting out all waivers authorised under CSO 20.2, 20.3 and 20.4. This report relates to the financial years 2017/18 and 2018/19.
2.
RECOMMENDATIONS:
2.1. That Policy & Resources Committee notes the number and value of waivers authorised under Contract Standing Orders 20.2, 20.3 and 20.4 during the financial years 2017/18 and 2018/19 and the improvements made to the waiver process following Member involvement.
3. CONTEXT/ BACKGROUND INFORMATION
3.1
Under CSOs 20.1 and 20.2, Executive Directors have delegated powers
to waive CSOs in relation to contracts with an estimated contract
value of less than £75,000 following notification of the
Procurement Strategy Manager and over £75,000 following
consultation with the chair of the relevant Committee and the
Procurement Strategy Manager.
3.2
For the financial year 2017/18 Waivers have been collated under the
council’s current Directorates plus Public Health, which has
subsequently merged into the Health & Adult Social Care
Directorate. The 2017/18 Annual Waiver report was not published
during 2018. This report covers this shortfall and the current
position. Waivers for the financial year 2018/19 are collated
under the council’s existing Directorate structure.
3.3
Statistical analyses of waivers in the financial years 2017/18 and
2018/19 are included at Appendix A, B, C and D of this
report.
3.4 A summary of the number and value of waivers under and over £75,000 for the years 2017/18 and 2018/19 is shown in Table 1 below.
Table 1 |
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Number of Waivers |
Value of Waivers |
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Year |
2017/18 |
2018/19 |
2017/18 |
2018/19 |
Under £75,000 |
34 |
25 |
£1.6m |
£0.9m |
Over £75,000 |
26 |
16 |
£11.2m |
£7.9m |
Total |
60 |
41 |
£12.8m |
£8.8m |
% of total Spend pa |
|
4.7% |
3.0% |
3.5
The £12.8m total value for 2017/18 includes Waiver reference
CP217 for the high value Schools Meals contract. This Waiver has a
value of £4.4m and covers a 12 month period to afford a
seamless transition contract period in the likelihood of a change
of provider. At the conclusion of this procurement, the new
contract was awarded to a different supplier rather than the
incumbent.
3.6 Within the overall totals, there were 10 Waivers in 2017/18 with a value of £0.496m, and 11 in 2018/19 with a value of £1m to allow for the extension of existing contracts to accommodate collaboration and bigger scale in order to achieve savings. Several were within the Orbis Partnership in service areas such as IT & Digital and Business Operations.
4.
ANALYSIS & CONSIDERATION OF ANY ALTERNATIVE OPTIONS
4.1 There are no options relating to this report.
4.2 Each waiver decision is taken on its merits taking into account value for money implications, service delivery, business continuity impacts and other critical factors. Appendix E sets out further information around when waivers are appropriate.
4.3 The Waiver process was audited in 2016 with a follow-up in 2017. The outcome of the follow-up was Substantial Assurance. A further audit is being undertaken during FY 2019/20.
5. COMMUNITY ENGAGEMENT & CONSULTATION
5.1
The Head of Procurement has engaged extensively with members of the
Procurement Advisory Board over all procurement matters following
the appointment of new members and the council election in May. The
measures outlined in Section 3 and Appendix F are the result
of this engagement.
5.2 Waiver documents now require the consideration of opportunities around Social Value and Community Wealth Building. This inclusion ensures that waived contracts are subject to the same scrutiny as tendered projects. The information gathered from the Waivers will be included in the Procurement Team’s reporting framework
6.
CONCLUSION
6.1
Increased penetration into category service areas has allowed the
Corporate Procurement Team to draw up a Forward Plan for the next
two to three years which will promote early consideration of
procurement options and eliminate some of the need for waivers and
extensions.
6.2
The Corporate Procurement service continues to promote good
procurement practice across the council and are utilising various
innovative approaches which are allowed for within CSOs without the
need for a waiver e.g. the increase in the use of consortium
contracts and frameworks.
6.3
Since the transfer to the South East Shared Services e-procurement
portal, and the council joining the Orbis Partnership, Procurement
are actively promoting greater collaboration with councils across
the region. This has seen a boost in the number of waivers as
contract end dates are aligned, but should see them decrease over
time with benefits accruing to the partner councils through savings
made in joint procurements.
6.4
The Corporate Procurement service also continues to promote good
practice in contract governance across the council while also
actively investigating and working with services areas to achieve
improvement.
6.5
The Procurement Team have worked closely with Members of The
Procurement Advisory Board to adapt to changing
priorities.
7. FINANCIAL & OTHER IMPLICATIONS:
Financial Implications:
7.1 The use of the waiver function allows the council to achieve best value and efficiencies from its Contract Standing Orders. It should be noted that any direct financial implications for individual waivers are provided and reported as part of the waiver decision process.
Finance Officer Consulted: Nigel Manvell Date: 14/08/19
Legal Implications:
7.2 Contract Standing Order 20.5 sets out that a report for information giving a digest of all waivers under CSO 20.2, 20.3 and 20.4 shall be made by the Procurement Strategy Manager covering the previous financial year annually to the Policy, Resources & Growth Committee. It should be noted that legal implications are required for each report supporting a waiver decision in respect of a contract estimated to be over £75,000.
Lawyer Consulted: Isabella Sidoli Date: 20/08/19
Equalities Implications:
7.3 There are no direct equalities implications in this report; it should be noted that full equalities implications would be required within each report supporting a waiver decision in respect of a contract estimated to be over £75,000.
Sustainability Implications:
7.4
There are no direct implications in this report and it should be
noted that full sustainability implications would be required
within each report supporting a waiver decision in respect of a
contract estimated to be over £75,000.
8. MEMBERS PROCUREMENT ADVISORY BOARD CONSIDERATIONS
8.1 This report was presented to MPAB on 9th September 2019. Members were satisfied with the content and required no further information.
SUPPORTING DOCUMENTATION
Appendices:
1. Appendix A - Analysis by Reason - for Period 1/4/17 to 31/3/18 (2017/18)
2. Appendix B - Analysis by Directorate - for Period 1/4/17 to 31/3/18 (2017/18)
3. Appendix C - Analysis by Reason - for Period 1/4/18 to 31/3/19 (2018/19)
4. Appendix D -
Analysis by Directorate - for Period 1/4/18 to 31/3/19
(2018/19)
5. Appendix E
– Waiver approval process and reason code key
6. Appendix F – PAB reporting improvements
Documents in Members’ Rooms
1. None
Background Documents
1. None