All customers must take the following steps:
- Review all guidance documents
- Ensure that the nature of their requirement is covered by the scope of this agreement and decide whether direct award (lot 1 only) or further competition is the most appropriate route
- Comply with public procurement regulations
- Consider their own internal commercial and legal advice
Pre market engagement
- You should consider engaging with the suppliers on the agreement prior to awarding a contract. This pre market engagement is always welcomed by the supply base and is a useful tool for customers to determine the best procurement route for its requirement.
Direct award (Lot 1 only)
To help you decide if you can use Direct Award, you need to consider the following questions:
- Can your service requirements be met under the agreement?
- If so, does one supplier clearly provide the most economically advantageous tender (MEAT) in respect of your requirements?
- Are all of your proposed contract terms laid down in the contract agreement and are you confident that the contract terms require no amendments or require any supplementary terms & conditions?
- Are you content with the pricing model used in the procurement of the agreement and can you establish the total cost of each supplier for the requirement being sourced?
If the answer to all the above questions is YES, then you can Direct Award using the Direct Award criteria stated in the guidance documents.
If the answer is NO to any of the above (for lot 1 only), then you should carry out a Further Competition to fulfil your specific requirements.
Further competition (lot 1, 2 and 3)
To prepare for a further competition, you need to consider what information you need to provide to suppliers and how this information will be communicated – the guidance documents will provide further details, however think about the following:
- Have you adequately conducted pre-market engagement?
- Do you need to form a project team? If so, who is the most appropriate person to lead it?
- Have you formed a stakeholder group to formulate your requirements?
- Have you identified specific resource to support the various stages of the project including initial data gathering, drafting of the statement of requirements and bid evaluation, working with the successful supplier to ensure a smooth implementation once the contract is awarded?
- Who will approve the award once proposals have been evaluated?
- Consider what information is required in order for supplier proposals to accurately reflect your future requirements.
Ahead of a further competition customers should have accurate and up-to date levels of information relating to for example; their card usage and user behaviour in order for suppliers to understand their current profile and to accurately respond to the further competition itself. The suppliers will also need to understand your ‘future’ requirements in order to respond effectively.
CCS advises customers using RM3828 to follow their own internal process and seek their own legal advice to select which optional schedules are relevant to their specific requirements.
A summary of all the schedules and whether they are mandatory or optional can be found within the Guidance and Supplier Quality responses. This can be requested by emailing firstname.lastname@example.org or calling the Customer Service Centre on 0344 410 2222.