Procurement

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Ensuring financial sustainability

Complying with financial requirements

Deciding who should manage procurement in your trust You need to set the right level of delegation when it comes to procurement, based on what’s right for your trust. Use this guidance to help you decide how centralised your procurement should be, and how to delegate key tasks.
How to manage a contract Once a contract has been written and signed, learn how to measure the supplier's performance, deal with underperformance, mitigate against risk and manage your relationship.
How to protect your trust against payment fraud Learn about what phishing is, what to look out for and how to avoid it in your trust. Create a process for paying invoices and use our template to collect new supplier information.
How to put a contract in place Here's a guide to what you should include in a contract, with advice to help you tailor this to the value and importance of what you've purchased and who you've bought from.
Improving your contract management Learn how to evaluate how well you're currently managing contracts, and how you can find areas for improvement.
Managing all of your contracts: tools Use our tools to help you store and track the information you need across all the contracts in your trust. They'll help you stay on top of contracts that are coming up for renewal or expiry, and review areas for consolidation across your trust.
Planning a purchase: before you start These tips will help you get your procurement process started on the right track, covering the things you need to think about before writing your specification.

Planning a purchase: choose the right buying process You can use an existing framework or run your own competition and buy directly. Here's how to decide which option to take, depending on what you're buying.
Planning a purchase: write a specification The specification will form part of your business case and help later when going to suppliers. Use our template to cover the information you need, whatever you're looking to buy.
Planning a purchase: write your business case The business case will help you record approval and decisions for the purchase. Whether or not you need one depends on your own procedures and the value of the purchase – if you do, use our template to help you.
Running your buying process using a framework agreement Follow this process if you need to run a mini-competition between suppliers. Understand the rules and use our templates to help you at key points in the process.
Running your own buying process for purchases above the EU threshold Follow this process for direct-to-supplier procurement over the EU threshold. Purchases of this value have more rules to follow, so use this guidance to help you stay compliant.
Running your own high-value buying process Follow this process when running your own direct-to-supplier procurement for high-value purchases. It covers the key steps to follow, from checking the market to awarding the contract.
Running your own low to medium value buying process Follow this process for low to medium value, direct-to-supplier purchases. This generally means anywhere up to £40,000 but check your own procurement procedures before you start.

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Resource hubs

Ensuring financial sustainability

Complying with financial requirements