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1 Social Value for SMEs June 2020 SVP WEBINAR Social Value for SMEs 14:00 BST Friday June 26th

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1 Social Value for SMEs June 2020

SVP WEBINARSocial Value for SMEs

14:00 BST Friday June 26th

2 Social Value for SMEs June 2020

Coming up in July…

And later in the year…..

3 Social Value for SMEs June 2020

Some Facts

3 | Social Value Portal - Investor Desk

Central Government

target is to spend 33%

with SMEs (i.e. £1 in 3)

99% of all businesses in UK

are SMEs

SMEs provide approx. 20%

of local authority income

through business rates

60% of employment

provided by SMEs

At moment Central

Government spends

1 in 14 £ with SMEs

At moment Local

Government spends

1 in 4 £ with SMEs

4 Social Value for SMEs June 2020

Your Hosts and Panelists for today

4

Guy Battle

CEO

The Social Value Portal

Angela Halliday

Director of Social Impact,

UK&I

Sodexo

Arnab Dutt OBE

Chair of the Social

Value Policy Unit

FSB

Rachael Morgan

Procurement Manager

West Midlands Combined Authority

Terry Brewer

Public Sector Lead

The Social Value Portal

Campbell McDonald

Managing Director

Storyboard Consulting

5 Social Value for SMEs June 2020

Content

Welcome

Introductions to the Speakers

Format and Protocols

Setting the Scene – Arnab Dutt & Campbell Macdonald

How should public sector respond – Rachael Morgan

Can private sector buyers make a difference – Angela Halliday

Social Value Easy Guides – Terry Brewer

Panel Discussion

Q&A

6 Social Value for SMEs June 2020

Social Value Portal

CONTRACT MANAGEMENT

An interactive solution designed to help organisations set targets and manage performance and

store evidence

PROCUREMENT

A procurement platform for social value to help organisations

manage the tender process and to unlock social value in the supply

chain

MEASUREMENT

A nationally approved accounting methodology for measuring social

value in terms of economic, environmental and social impact

REPORTING

Live reporting with interactive dashboards and displays including

geospatial mapping of value by area

The TOMs are mapped against the

Global Goals

The Social Value Portal is the market leader in social value measurement and reporting.

Our management tool helps organisations calculate their social value in terms of environmental, social and economic contributions.

We want to help you to measure, manage and maximise your broader contribution to society.

6

7 Social Value for SMEs June 2020

How and ask a Question

Webinar control panel

1. Click to access the Q&A window

2. Enter your question here

8 Social Value for SMEs June 20208 | Social Value Portal - Investor Desk

POLLS

ROUND 1

1. What sector are you from?

2. If you are a Business what size are you?

3. Are you here as a buyer or supplier?

4. BUYERS: Do you think that social value makes it easier or harder for SMEs to win work?

5. SUPPLIERS: Do you think that social value should be included in tenders?

6. ALL: Do you think that buyers should take Positive Action to ensure SMEs are engaged?

9 Social Value for SMEs June 20209 | Social Value Portal - Investor Desk

77 responses

29

35

7

12

5

Public Private 3rd Sector Health Education Other

1. What Sector are you from?

10 Social Value for SMEs June 202010 | Social Value Portal - Investor Desk

51 responses

13

7

10

22

4

Micro (less than 10 people) Small (10 – 49 people)

Medium (50 – 249 people) Big >250 people

Strategic supplier

2. If you are a Business what size are you?

11 Social Value for SMEs June 202011 | Social Value Portal - Investor Desk

77 responses

24

34

25

Buyer Supplier Niether, just for interest

3. Are you here as a buyer or a supplier?

12 Social Value for SMEs June 202012 | Social Value Portal - Investor Desk

38 responses

11

9

18

It makes it harder

It makes it easier

It makes no difference as long as it's done well

4. BUYERS: Do you think that social value makes it easier or

harder for SMEs to win work?

13 Social Value for SMEs June 202013 | Social Value Portal - Investor Desk

51 responses

47

4

Yes Not sure, open to the idea No

5. SUPPLIERS: Do you think social value should be included in

tenders?

14 Social Value for SMEs June 202014 | Social Value Portal - Investor Desk

77 responses

70

6

Yes. Especially important now as we try and rebuild post-COVIDNo. Keep it an open playing field where the best win –Darwin’s ruleSME’s are doing OK already and nothing needs to be changed

6. ALL: Do you think that buyers should take positive action to

ensure SMEs are engaged?

15 Social Value for SMEs June 2020

7th April 2020

Anna McChesney-GordonSol Tannir

Cindy Nadesan

Setting the Scene

Arnab DuttChair of the Social Value Policy Unit The Federation for Small Businesses

Campbell MacDonaldUK Govt. SME Panel

Story Board Consulting

16 Social Value for SMEs June 2020

3 time conceptions together that UK SMEs should comprehend for scenario planning in order to develop a Social Value Offering.

Your SME growth journey

Coming towards UK SMEs

Things from the past that will catch up with UK SMEs

• Increased mandated emphasis on Social Value in Public and Private sector procurement models

• The new post Brexit trade environment • The New post covid commercial environment• Climate Emergency and the global economic and environmental impact.• Government legislation, policy change and infrastructure programme roll

out.• A global economic downturn• Another pandemic

Legacy underinvestment in UK infrastructureDecades long failure to implement a long term industrial strategyUnderinvestment by the SME sector in R&D innovationRedundant Business ModelsCultural stasis and lack of scenario planning

• Review your business model and physical footprint• Review your HSE policies in the light of Covid19• Develop a recovery and resilience strategy inclusive

of Social Value and UN SDG’s• Review your ability to access capital and investment• Develop strategies around innovation and disruption

17 Social Value for SMEs June 2020

7th April 2020

Anna McChesney-GordonSol Tannir

Cindy Nadesan

How can the Public Sector respond?

Rachael MorganProcurement Manager

West Midlands Combined Authority

An Introduction WMCA Procurement

Rachael Morgan, Procurement Manager

Agenda

Introduction to WMCA

Our Social Value Policy

Engagement

Submitting a Good Response

Progress to Date

Further Initiatives

Constituent Local Authorities

Building a healthier, happier, better connected and more prosperous West Midlands

The Strategic Economic Plan

Devolution gives us a

once-in-a-lifetime

opportunity to change

our region and focus on

the issues that matter

most to the people who

live and work here.

Our Social Value Policy

A collaborative and consistent Approach

Creation skills and employment

A clear message to suppliers and communities

More opportunities SMEs and VCSEs

Addressing the local needs of citizens

Promoting long term investment into our communities

Improving life chance for all

VCSE Engagement Day

Submitting a Good Response

Read the ITT Documentation

thoroughly

Make a note of key dates and

deadlines

Read the questions in

full

Answer the questions in

full

Relate to the brief often

Do not respond at the last

minute

If unsure, ask questions

SME Engagement to Date

ENGAGEMENT ON PORTAL

CONTRACTS AWARDED

VALUE OF CONTRACTS AWARDED

TOMS COMMITMENTS TO SME’S

67% MSMEs 18% Micro

42.9% MSMEs 8.6% Micro

26.1% MSME’s 4% Micro

Over £1 million to supply chain

MSME = 50-249 Employees Micro = <10 Employees

Further Initiatives Social Economy Taskforce Objectives:

❖ Strengthening and growing successful initiatives;

❖ Develop a collaborative, ten-year business case for social enterprise business support;

❖ Encourage closer links between social enterprises and the wider private sector;

❖ Identify improvements that could boost the impact of social investment;

❖ Develop consistent approach to measuring public sector spending with social enterprise;

❖ Spend at least five per cent of commissioning and procurement budget with social enterprise

Covid-19 Business Support:

❖ Business Support, Re-opening Businesses, Grants and Funding

❖ £3.2 billion blueprint unveiled to kickstart the West Midlands’ economic recovery

Thank you for Listening

If you would like to receive a copy of the WMCA Social Value Policy, please email:

[email protected]

or visit:

https://www.wmca.org.uk/media/1921/social-value-policy.pdf

Covid-19 Business Support:

https://beta.wmca.org.uk/what-we-do/covid-19-support/business-support/

7th April 2020

Anna McChesney-GordonSol Tannir

Cindy Nadesan

How can private sector buyers support SMEs

Angela HallidayDirector of Impact UK & Ireland

Sodexo

SVP Webinar - Social Value for SMEsSocial Value UK&I - Valuing our Quality of Life Services

26th June 2020Angela Halliday, Director, Social Impact UKI

Our operating context….

“Why should citizens keep companies whose sole purpose is the enrichment of a few people? They must deliver not only

financial performance, but a positive contribution to society, benefiting customers & communities” [P Polman, CEO, Unilever]

Our Impact Pathways – Sodexo’s Focus

Environmental/

Sustainability

Marginalised Groups

/ Communities (Levelling Up)

Health,

Wellbeing & Inequality

Economic Growth

Supporting SME/VCSEs

“Social Value is NOT optional“[Sean Haley, Regional Chair, UK&I, September 2019]

➢ Less is More approach - make it relatable to Government; Clients; Stakeholders; Societyand our own strategic roadmaps; TOMs provide framework focuses our efforts

➢ In it Together – SME/VCSEs are at the heart of all that we do; shape and inform our serviceoffer design and delivery

➢ Being a Responsible Business – creating an impact is about going above what is expected;considering the wider benefits to our people, planet and places: the “So What?”

Optimising use of TOMs via the SVP

Demonstrating social value add underpins our growth, people, partnership & economic strategies

❖ Demonstrate how we deliver wider benefits to society, economy, environment –

mirrors values of our business to our clients – At heart of Central Government

Departments’ procurement & addresses our Corporate Clients CSR

commitments/reputational desires

❖ Helps shapes our strategic approach to Social Impact, mapped to 17 UN SDGs

❖ Creates the framework for continuous development of our Client and

Employee Value Proposition and branding

❖ Re-aligned our focus on significant challenges presented by C-19 – shift in

priorities; emerging themes, gaps and achievements pre, during and post crisis

❖ Engaged SVP to support with case studies to articulate and analyse our impact

around specific geographies / themes – important to evidence storytelling!

THANK YOU: Valuing our Quality of Life Services

If you would like further information on our

available support for you:

SME Inclusion Programme

‘RISE with Sodexo’

‘In-kind’ resources

Please contact

[email protected]

www.sodexo.com

34 Social Value for SMEs June 2020

7th April 2020

Anna McChesney-GordonSol Tannir

Cindy Nadesan

Social Value Easy Guides

Terry BrewerPublic Sector Lead, Social Value Portal

35 Social Value for SMEs June 2020

Overview: Why is Social Value Important in the Context of SMEs

Many councils across the UK are now including standalone Social Value weightings within their procurements

Weightings are increasing: often at least 10% and in some cases over 20%.

Suppliers bidding for work with the public sector must now have a proper Social Value offering, or risk losing out.

However, this can present a real challenge to SMEs

SVP & National Social Value Taskforce has produced 2 guides

36 Social Value for SMEs June 2020

Online Survey - How easy are councils making it?

During spring 2020 Social Value Portal carried out an on-line review of whether councils are making it easy to find relevant social value policies. #

The results are revealing:-

• Only 23% of councils in England have a policy available online

• Over 44% make no mention of any policies.

37 Social Value for SMEs June 2020

Social Value Easy Guides

Social Value Easy Guides

Getting the most from Social Value

Step by step guides for Buyers and SMEs and VCSEs

- Simple 7 steps guide- Plain English - Includes the latest TOMs- Case studies to follow

38 Social Value for SMEs June 2020

Easy Guide for Buyers: Overview

Buyers refers to both public sector buyers such as local authorities AND private sector that may be buying for public sector or are looking to maximise local spend in light of C-19

39 Social Value for SMEs June 2020

Key points for Buyers

Having a Social Value Policy

Top down is important - Portfolio holder and Principal Officer

Identifying the SMEs in your area are that might be able to work with Prime Contractors or provide services directly

Breaking down contracts into SME-friendly sized packages - use DPSs

Consider using TOMS Lite

Make processes simple – do you need a 50 page contract for a £50K requirement? Single/3 quotes for low value requirements and must include local SME here available

Simplify publication of opportunities – myriad of methods, many quite difficult to navigate

Ensure SMEs are being paid promptly

Reporting on outcomes

40 Social Value for SMEs June 2020

Easy Guide for SMEs and VCSEs: Overview

Guide also includes a draft Social Value Policy

41 Social Value for SMEs June 2020

Key points for SMEs

SMEs should prepare themselves ahead of any submission by understanding what they already do and to assess their social value footprint.

Use the National TOMs Framework as a guide to assessing what you do/might do to provide SV.

The public sector is bound by the Social Value Act, but there is still inconsistency in application across the sector it is worth doing your homework to understand their position with respect to social value

Make sure you receive alerts to tender opportunities

For larger procurements, get in touch with the prime contractor Social Value lead and make sure that you are on any lists that are being developed

Think about how you can add social value using the National TOMs as your checklist

Read the question carefully and understand how social value is to be assessed. Don’t include irrelevant information

Collect data and evidence as you deliver against your commitments

42 Social Value for SMEs June 2020

Useful Links

The National TOMs

LGA Video ‘ Measuring and Managing Social Value’

Social Value Portal Guidance Videos

National Social Value Taskforce

VCSEs – A bidder’s guide to working with government

43 Social Value for SMEs June 202043 | Social Value Portal - Investor Desk

POLLS

ROUND 2

1. BUYERS: Do you have a specific policy for encouraging SMEs within your procurement processes?

2. LARGE SIZED SUPPLIERS(>250 people) : Do you proactively seek SMEs within your supply chain?

3. SMEs: What would help you most?

4. SUPPLIERS: For users of the TOMs – Do you think they help level the playing field between big and small?

5. BUYERS: For users of the TOMs – do you think they help level the playing field between big and small?

44 Social Value for SMEs June 202044 | Social Value Portal - Investor Desk

14 responses

7

4

3

Yes Not yet We are developing them

1. BUYERS: Do you have a specific policy for encouraging

SMEs within your procurement processes?

45 Social Value for SMEs June 202045 | Social Value Portal - Investor Desk

20 responses

13

2

2

3

Yes. We take positive action on this

No. We leave it to chance

Not yet. But clear that we do need to look at this

None of the above

2. LARGED SIZED SUPPLIERES (>250 people): Do you

proactively seek SMEs within your supply chain

46 Social Value for SMEs June 202046 | Social Value Portal - Investor Desk

21 responses

13

5

8

More information on social value from Councils

Prompt payements

An easier way to engage with Tier 1 providers

3. SMEs: What would help you the most?

47 Social Value for SMEs June 202047 | Social Value Portal - Investor Desk

28 responses

205

8

Yes. They help because the menu of options is the samewhether you are big or smallThey make no difference

No. They are a hinderance to SMEs

4. SUPPLIERS: For users of the TOMs – Do you think they

help level the playing field between big and small?

48 Social Value for SMEs June 202048 | Social Value Portal - Investor Desk

14 responses

13

1

Yes. They help because the menu of options is the samewhether you are big or smallThey make no difference

No. They are a hinderance to SMEs

5. BUYERS: For users of the TOMs – Do you think they

help level the playing field between big and small?

49 Social Value for SMEs June 2020

7th April 2020

Anna McChesney-GordonSol Tannir

Cindy Nadesan

Q&A and Panel Discussion

50 Social Value for SMEs June 2020

Your Hosts and Panelists for today

50

Guy Battle

CEO

The Social Value Portal

Angela Halliday

Director of Social Impact,

UK&I

Sodexo

Arnab Dutt OBE

Chair of the Social

Value Policy Unit

FSB

Rachael Morgan

Procurement Manager

West Midlands Combined Authority

Terry Brewer

Public Sector Lead

The Social Value Portal

Campbell McDonald

Managing Director

Storyboard Consulting

51 Social Value for SMEs June 2020

With ThanksFor more information contact

[email protected]