valued efficient collaborative 30th april 2015 scf framework launch day for: –framework management...
TRANSCRIPT
Valued Efficient Collaborative
30th April 2015
SCF Framework launch day for:Framework Management TeamContractor Framework Account Managers
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Introduction
K Heard
SCF Framework Manager
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Prompting a Positive SCF Culture
Edward Currie / Jon Williams
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Promoting a Positive SCF Culture
Workshop:What type of culture do we wish to promote?
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Training & Passport
• SCF Training of contractors team in a “Train the Trainer Format” (under development)
• Training then devolved to key staff in SCF Contractors down to at least Site Manager Level initially
• SCF Principle Contractor Passports to be issued to all staff post training
• Date of initial training summer 2015
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Framework Roles
Edward Currie
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FAM & SCF Roles
Interactive session for 20 minutes10 x 60 second conversationsSCF to Framework ContractorsFramework Contractor to Framework ContractorCapture key words on ‘post its’At the end of the session put them on the wallJamie will come round and listen to what is being said and summarise at the end.
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Framework Roles
Syndicate Session
Jamie Staples
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Market Intelligence
Keith Heard
Market Intelligence Background
• Sub-contract prices pose significant challenges to project budgets
• Unpredictable prices and significant increases in some lead times driven by the strong resurgence in demand in the construction industry with the housing sector in particular driving higher demand
• Shortages in critical plant items such as cranes and piling adds further pressure to cost and programme
• Such volatility emphasises the need for strong project collaborative working, especially during the pre-construction phase
Market Intelligence Background - cont
• This is a pilot study by the NACF to identify market trends
• Regional Framework Contractors asked to obtain information from their supply chain on a range of issues compared to the previous year
• A range of packages selected for interrogation
• The contractors were also asked to predict market trends on the same packages through the supply chain
• Each region has carried out an analysis of the returns to prepare a mode / median / mean average of the results
Market Intelligence Results
• This is the first time we have collated results for discussion at NACF meetings
• Results intended to show trends only and should not be read as definitive
• Presentation shows a sample of the results
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Coffee
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The Mini Competition Process
Keith Heard
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The Framework Tender
Specified• Roles• Duties• Deliverables
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The Framework Tender
Technical Question areas:• QA and performance• BIM• Design Management & Development• Supply Chain Management• Handover and Aftercare• Sustainability and Environment• Social Responsibility• Financial Control• Framework delivery• Programmes of Work
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The Mini Competition Process
Opportunity pipeline published – M2i
Project details published on procurement portal
MC 1 run through procurement portal
Framework manager / client short list to 3
Client body issues and runs MC2
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How Does Mini Competition 1 Work?
1. Client enquiry- Framework Manager support.
2. Outline details added to pipeline information
3. Client decision to proceed – Framework Manager takes details and completes MC project information form.
4. Sets price point from size and type of project
5. Details published on procurement portal
6. MC 1 run via the procurement portal by the framework management team
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Principles of Mini Competition 1
Confirmation of (Questions may be weighted):• Preference for type of project• Relevant experience• Capacity of contractor and supply chain• Ability to add value
Self scored responses to pre-set criteria, supported by word limited written evidence. Evaluated by framework manager, who recommends to client.
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Outcome of Mini Competition 1
Preferred outcome is for three contractors to proceed to MC2.
• Sensitive to contractor right to appeal• Sensitive to client view on self scoring• May be more than three in MC2
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Principles of Mini Competition 2
Cost – 20 to 50%• OHP %• Pre construction fee%• Construction fee %• Design fee %• Preliminary items (if applicable)
Rates may not exceed the tender percentages from the price point, but may be less, and will be converted to lump sums
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Principles of Mini Competition 2
Technical – 50 to 80%• QA and performance• BIM• Design Management & Development• Supply Chain Management• Handover and Aftercare• Sustainability and Environment• Social Responsibility – Mandatory question• Financial Control – Mandatory question on cost plan• Framework delivery – Project delivery• Programmes of Work
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The MC 1 template
A copy of the template is available on your tables:• Title page• Guidance notes• Project information, completed by Framework
Manager with client, and intended to carry through to MC2
• Contact sheet for client professional team (if required / available)
• Self scoring matrix with evaluation criteria• Weighting calculation
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Mini competition Questions
An opportunity for contractors to put questions / comments on the mini competition process to the framework management team.
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Mini Competition 1
Syndicate Exercise
Jon Williams
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Employment and Skills
Edward Currie
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Apprenticeships and ESSBackground
Included in support of The Construction 2025 and SCF Strategies.Embodies ethos of CITB and NSAC Employment & Skills Plan (ESP) Response to predicted skills shortages likely to beset the industryJoint responsibility by clients and industry to train the workforceSCF to continue to work with:
Shared ApprenticeshipSchemes
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Overview
Places contractual obligations on SCF Suppliers Engage new entrant apprentices as the host employer via SASs Additional obligations:
- Extend into your supply chains- Enthusiastically support opportunities to young people under corporate parentage
Report and measure relevant KPIs
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Minimum RequirementsEach supplier to employ additional site assistant apprentices NVQ 3 per lot When? At the Framework Start Date & annually
Lot specific requirements are:Lot 1 (SW): 1 no. per annum i.e. 10 p.a.Lot 2 (SE) & Lot 3 (London) 2 no. per annum i.e. 16 p.a. per lot
Each supplier to obtain commitments from key trade supply chain members:2 additional apprenticescompletion during the 4 year framework Supply chain partner will be the host company employerApprentice sourced via the appropriate SAS.
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ESS - On Appointment
Submit ESS Method Statement to SCF ApprovalLiaise with appropriate SAS and recruit new apprentices to fulfil requirements. Confirm details of the commitments from key trade supply chains.Upload evidence of apprentice name, registration etc., on the SCF web database.
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Project SpecificMinimum Requirements
Tested within Mini Competition selection – ESP and Method StatementProjects > £5mNew Entrant Apprentices defined: “currently employed by SASs”E&S outputs agreed on a project specific basis10 apprentice weeks per £ 1m construction valueDeliver 90% of the ESP based on overall outputs and weightings 50% of new entrant and existing apprentice weeks sourced via the SASs.
Client PM accountable for agreeing the ESP and Method Statement and ensuring the agreed E&S outputs are delivered.
SCF Manager monitors progress of E & S Outputs for each lotAudits carried out at the annual Director 1:1 meeting.
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Lunch
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SCF Standard Product Mini Competition
Keith Heard
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A
A
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Mini Competition 1 Differences
1. Price point set in MC1 form2. Questions as before remain, plus……3. An additional question allowing contractor to
enter £/m2 price for the new build school4. Price may be less than tendered in framework5. Will apply to the new build elements6. Evaluation based on framework tender
commercial evaluation method, 7. Lowest price / tender price * weighting
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Mini Competition 2 Differences
1. The intention to take 3 contractors to MC2 remains as before
2. Quality / Cost balance remains as before3. Technical question areas remain as before4. Mandatory cost question to focus on approach
to abnormal or excluded costs5. New mandatory question on project delivery –
contractor approach to logistics of the project6. Mandatory Employment and skills question
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Mini Competition 2 Differences (continued)1. Commercial return for new build elements is
different and adjusts framework tender prices2. Original tender prices include OHP and Preliminaries,
so mini competition will not call for these3. Design and pre-construction fees to be priced as
normal to include new build plus the development of the excluded, abnormal, or unknown items
4. The new build costs are then fixed at mini competition and cannot vary during pre-construction
5. The 2SOB process works as normal to work up any excluded, abnormal or unknown items
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Standard Product Process panel discussion
Opportunity for questions to Keith HeardJon WilliamsEdward CurrieJamie Staples
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Marketing the SCF
Syndicate Session
Jamie Staples
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Development Workstreams and Hustings
Jon Williams
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Development Workstreams – Hustings to Select Leads
Initial Workstreams• Handover & Aftercare• Financial Control• Pre Construction Support (Design Support / Financial Support)
Role• Organise & Lead workstream• Set Terms of reference & agree outputs• Resource & secure buy in• Produce Delivery Plan & Facilitate Role Out
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SCF Manager Links to Development Workstreams
Handover/Aftercare – Jon WilliamsFinancial Control – Edward CurriePre Construction – Keith Heard
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Development Workstreams – Hustings to Select Leads
Hustings 01- Handover & Aftercare• GT’s, Kier & MaceHustings 02 - Financial Control• Bam, Bouygues & Balfour BeattyHustings 03 - Pre Construction• Bam, Mace & Midas
1 minute each & cannot vote for own organisation
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Additional Workstreams
• Will be agreed with Framework Account Managers periodically
• Strong desire to extend tenure of H&S Forum and broaden out
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Tea
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KPI’s Minimum Standards and M2i
Edward Currie
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KPIs, Minimum Standards and m2i
Why do we have them?Demonstrate – successful delivery of Strategy & Objectives - measure People, Process and ProductSuccess - Shared with Clients, Contractors, Governance, Stakeholders & MarketingOutputs- Support/disprove anecdotal data and provide the basis for the continuous improvement activitiesBenchmarking - A common set being developed with NACF
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SCF Approach
Core set of KPIs developed to provide early warnings & give confidence of SCF ability to deliver:
On timeOn budgetAppropriate QualitySafely.
Recognise importance of the wider benefits i.e. apprentices, and SMEs.
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Minimum Standards
There are 3 zones; green – good, amber – improvement required, red – under performance.
Any contractor suspension will apply to underperformance on the SCF lot where it occurred.
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Case - Immediate suspension
Contractors falling into the red zone:a) Failure to maintain Exor Goldb) Failure to provide updates on any enforcement
action to Exorc) Fatality on a single project or any HSE enforcement
action.d) Failure to provide mandatory framework apprentices
as detailed in the E&SSThe suspension will remain in place for items a. to d. until they have been rectified.
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Immediate suspension – continued
e) Serious malpractice not in the spirit of the framework in respect of supply chain payment timescales.
f) Missing or incomplete data on >20% of the following reports: team performance, end user and Cost Time Benefit forms.
g) Defects Detrimental Impact at Handover or Defects Liability Period.
Action plan required for e. to g. SCF team will review project circumstances and reserve the right to immediately suspend contractors.
The suspension will remain in place until a satisfactory action plan has been approved.
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Additionally
Also a case for immediate suspension if a contractor:• Accrues 2 amber warnings for a single core KPI within
a rolling 6 month period.• Accrues 4 amber warnings for any of the core KPI’s
within a rolling 6 month period.In these circumstances an Action Plan required & reviewed by the SCF Team.
The suspension will remain in place until a satisfactory action plan has been approved.SCF Management Team decision will be final.
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Data collection and m2iData collection flow chart identifies how & when data is collected and scorecards are generatedSCF Contractors responsible for collecting data & obtaining client sign off Standard templates (scorecards with scoring criteria) Ensures consistent scoring Returned by you via a web based system m2iDesigned to streamline this process
Cost Time Benefit Form in the packs - refreshed to align to NRM & cost benchmarking
Please ensure that this is presented for signature by the Client at each Gateway Review meeting. Training on m2i available in Winchester , please let us know
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Annual Conference Proposals
Keith Heard
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Annual Conference
A conference for clients and contractorsA chance to meet and discuss issuesA chance to celebrate success
• Framework Account Manager of the year• Contractor of the year• Innovation of the year• Top KPI performer
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Closing comments
Keith Heard