Transcript Procurement Finance and Informatics Away Day
North West Procurement Survey 2014
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Areas covered
• • • • •
Background Highlights Headcount & department makeup Spend & financial profile Procurement partners & systems
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Background
• • • 2 nd survey of the NW regional NHS procurement landscape Shows staffing levels, qualifications, spend and financial information, systems and how NW organisations interact with procurement partners Allows Trusts to understand their position in the landscape and helps Trusts build business cases for investment in their procurement functions A full data will be available to Heads of Procurement at: www.nwprocurement.co.uk
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Highlights
• • • • • • •
26 / 34
responses received
74%
response rate
412
procurement staff
£2.4bn
of non-pay spend
£1.1bn
of influencable non-pay spend
£39m
2014/15 savings target for procurement
33%
of NW procurement staff MCIPS (Excludes stores, Mat Man, AP and Secretarial) 4
• • •
Responses
26/34 31/35 5
2014 in 2014 in 2013 Trusts who submitted in 2013 haven’t done so for
Note:
Not all Trusts have procurement departments. In these cases their procurement function is often outsourced to another Trust in close proximity.
TRUST 5 Boroughs Partnership NHS FT Aintree Hospitals NHS Foundation Trust Alder Hey Childrens NHS Foundation Trust Blackpool Teaching Hospitals NHS FT Bolton NHS Foundation Trust Bridgewater Community Healthcare NHS Trust Central Manchester University Hospitals NHS Foundation Trust Cheshire & Wirral Partnership NHS Foundation Trust Christie NHS Foundation Trust Countess of Chester NHS Foundation Trust East Cheshire NHS Trust East Lancashire Hospitals NHS Trust Greater Manchester West Mental Health NHS Foundation Trust Lancashire Care NHS FT Lancashire Teaching Hospitals NHS FT Liverpool Community Health NHS Trust Liverpool Heart and Chest NHS FT Liverpool Women's NHS Foundation Trust Mersey Care NHS Trust Mid Cheshire Hospitals NHS Foundation Trust North West Ambulance Service Pennine Acute Hospitals NHS Trust Pennine Care NHS Foundation Trust Royal Liverpool and Broadgreen University Hospitals NHS Trust Salford Royal Hospitals NHS Foundation Trust Southport and Ormskirk Hospitals NHS Trust St Helens and Knowsley Hospital NHS Trust Stockport NHS Foundation Trust Tameside & Glossop Acute Services NHS Foundation Trust University Hospital of South Manchester NHS Foundation Trust University Hospitals of Morecambe Bay NHS FT Walton Neurology Centre NHS Foundation Trust Warrington and Halton Hospitals NHS Foundation Trust Wirral Community NHS Trust Wirral University Teaching Hospital NHS Foundation Trust Wrightington, Wigan & Leigh NHS Foundation Trust 2013 2014
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• • • • • •
Headcount & department makeup Department size and budget
412
total staff in post – Average of
16
per department For Trusts that submitted data in both years there is an increase from
361 WTE
in 2013 to
391 WTE
2014 – An increase of
8.3% 250
staff in front line procurement roles
162
staff in stores, materials management, AP and secretarial The largest team consists of
55
and smallest team of
5
Total departmental budgets range from
£172k
to
£1,489k
–
£488k
mean average /
0.17%
of Trust turnover –
£30k
mean average budget per WTE 6
Headcount & department makeup Regional dispersion of staff
• • Regional heat map of procurement staff based on • reported headcount Shows concentration of staff in both Liverpool and Manchester Also shows the relative proximity of teams in the region to one another University Hospital Morecambe Bay is furthest North and Mid Cheshire furthest south 7
Headcount & department makeup AFC Banding
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Headcount & department makeup Change in establishment
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Headcount & department makeup Departmental budget as a % of Trust turnover
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Headcount & department makeup Qualification
• • •
83
staff are MCIPS in 2014 –
33.20%
of staff in front line procurement roles (excludes stores, materials management, accounts payable and secretarial)
77
staff were MCIPS in 2013 (in trusts which submitted in both years)
137
staff have some level of CIPS qualification (inc. MCIPS) –
17
Associate Members (Level 5) – –
12 16
Diploma Member (Level 4) Certificate Members (Level 2) –
9
Student Members 11
Spend & financial profile Regional picture
• • •
£2.4bn
non-pay spend managed by procurement teams in NW
£1.1bn
of this reported as influencable by procurement departments
60%
is the mean average non-pay expenditure covered by Purchase Order (lowest 23% and highest 96%) –
60%
was the average coverage reported in 2012/13 survey 12
Spend & financial profile
Savings
•
SAVINGS
–
£319m
NW CIP target for 2014/15 –
4.74%
average CIP as percentage of Trust turnover –
£29m
savings achieved by procurement in 2013/14 –
0.40%
average savings achieved by procurement in 2013/14 as a percentage of turnover –
£39m
savings targeted by procurement for 2014/15 13
Spend & financial profile Savings achieved as % of Trust turnover
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Spend & financial profile Procurement savings 13/14 vs target 14/15
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Spend & financial profile Purchase order coverage
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Procurement partners & systems Procurement partner
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NORTH WEST PROCUREMENT SKILLS DEVELOPMENT (PSD) UPDATE LEARNING & DEVELOPMENT NHS STANDARDS OF ACCREDITATION PEER REVIEWS
LEARNING & DEVELOPMENT UPDATE:
Achilles EU Academy commenced November 2014
Training Needs Analysis due to be sent out shortly
Procurement Focus Working Group Away Day
NHS STANDARDS OF PROCUREMENT NORTH WEST PEER REVIEW PROCESS – CURRENTLY ACCREDITED (LEVEL 1)
Aintree University Hospitals NHS Foundation Trust Central Manchester University Hospitals NHS Foundation Trust Lancashire Teaching Hospitals NHS Foundation Trust North West Ambulance Service NHS Trust Salford Royal NHS Foundation Trust St Helens & Knowsley Hospitals NHS Trust
NHS STANDARDS OF PROCUREMENT NORTH WEST PEER REVIEW PROCESS – EXPRESSED AN INTEREST IN WORKING TOWARDS ACCREDITATION
5 Boroughs Partnership NHS Foundation Trust Blackpool Teaching Hospitals NHS Foundation Trust Bolton Hospital NHS Foundation Trust East Lancashire Hospitals NHS Trust Mersey Care NHS Trust Southport & Ormskirk Hospitals NHS Trust The Christie NHS Foundation Trust The Walton Centre NHS Foundation Trust Warrington & Halton Hospitals NHS Foundation Trust Wrightington Wigan and Leigh NHS Foundation Trust
NHS STANDARDS OF PROCUREMENT NORTH WEST PEER REVIEW PROCESS – WORKING TOWARDS LEVEL 2 ACCREDITATION
Aintree Hospitals NHS Foundation Trust
Central Manchester University Hospitals NHS Foundation Trust
North West Ambulance Service NHS Trust
Brian Mangan
NHS NW Procurement Development
& John Pooley
Senior Accountancy Assistant Health Education North West
Background Findings to date and next steps View from an “apprentice”
Background
• • • • Fellowship HCSA and Supply Mgmt articles – Sept/Nov Promotes profession CIPS, Colleges and PSD engaged
Procurement IN
http://www.cips.org/en-GB/membership/Fellowship/
Findings to date
• • •
Funding/indicative costs
16-18 training paid in full – option to pay minimum wage rates if high training element Level 3 on - £1k contribution to training Higher level apprenticeships through to degree – 50% funding • • •
Next steps
In discussions with apprenticeships.gov etc re Trailblazer project Initial feedback positive – scoping Trust involvement and potential providers Timescales – May 15
John Pooley
My experience on an apprenticeship scheme
By John Pooley
Starting as an Apprentice
• Secured apprenticeship – before was studying joinery • College – 2/3 of a degree within a year • Work – 1 year – experience in different departments • Life after – procure to pay – management accounts
Skills Gained from my Apprenticeship
• 1 Year’s experience – invaluable in current climate • Qualification - chance without a degree – AAT • Life balance between both work and college – used to working life • Foot in the door for future employment • Apprenticeships are more practical and job-related than other forms of learning
Employers gain from hiring an Apprentice.
• • • • • Allows employer to develop apprentice with skills and qualities that external market can not guarantee Help secure a supply of skilled young recruits – ageing workforce Apprenticeships are less expensive to recruit and train than experienced workers.
Apprentices tend to stay with the organisation – also provide a high number future managers A good Apprenticeship scheme could be reflected in an enhanced reputation for the business both within the industry and in the local community
To register an interest please email [email protected]
Thank you - any questions?
NHS STANDARDS OF PROCUREMENT NORTH WEST PEER REVIEW PROCESS – ORGANISATION & ASSESSOR FEEDBACK
Sue Colbeck, Aintree Hospitals NHS Foundation Trust
Elizabeth McKenna, Salford Royal NHS Foundation Trust
NHS STANDARDS OF PROCUREMENT NORTH WEST PEER REVIEW PROCESS – ORGANISATION & ASSESSOR FEEDBACK
Principles of NHS Standards of Procurement
People
Leadership
Partnerships
Process
Maturity Levels
Level 1 – Building - awareness and building blocks in place
Level 2 – Achieving - making good, strong progress
Level 3 – Excelling – outstanding procurement performance
NHS STANDARDS OF PROCUREMENT NORTH WEST PEER REVIEW PROCESS – ORGANISATION & ASSESSOR FEEDBACK
Planning process & gathering of information
Pre-assessment Day – what is expected, who should attend
Assessment Day – what is expected, format and who should attend
Assessment documentation and evidence
NHS STANDARDS OF PROCUREMENT NORTH WEST PEER REVIEW PROCESS – ORGANISATION & ASSESSOR FEEDBACK
Areas of best practice – website
http://www.nwprocurement.co.uk
look on the Share tab
Lancashire Teaching – procurement procedure guidance documents on line
St Helens and Knowsley – procurement based induction session
FSD Assessment levels and feedback
Salford Level 3 Accredited ‘
The organisation is well run, and highly regarded’
NHS STANDARDS OF PROCUREMENT NORTH WEST PEER REVIEW PROCESS – ORGANISATION & ASSESSOR FEEDBACK