Procurement Finance and Informatics Away Day

Download Report

Transcript Procurement Finance and Informatics Away Day

North West Procurement Survey 2014

1

Areas covered

• • • • •

Background Highlights Headcount & department makeup Spend & financial profile Procurement partners & systems

2

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

3

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

31 26

5

• • • • • •

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

8

Headcount & department makeup Change in establishment

9

Headcount & department makeup Departmental budget as a % of Trust turnover

10

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

14

Spend & financial profile Procurement savings 13/14 vs target 14/15

15

Spend & financial profile Purchase order coverage

16

Procurement partners & systems Procurement partner

17

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

Any questions?