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Strategies, Policies and Guidelines

This section contains a number of strategies, policies and guidelines. Some of these are ‘samples’, for example the Forum for the Future Sample Sustainable Procurement Policy, for use when considering the framework and content. Others are examples of actual documents from the public sector, particularly local authorities.

Separate sub-sections for Strategies, Policies,Guidelines and Standard Template Documents, include listings of the various documents contained in each sub-section, as set out below:

Strategies

Community Stategies:

Environmental Procurement Strategies

Procurement Strategies

Policies

Environmental Policies:

Sustainability Policies:
Sustainable Procurement Policies:

Guidelines, Manuals and Handbooks

Checklists
Environmental Purchasing Guides:

Sustainable Construction Guides.

Standard Template Documents

1.Request for quotation (RFQ's) documents

2.Pre Qualification Questionnaire (PQQ) documents

3.Invitation to tender (ITT) documents

4.Standard award and rejection letters

5.Partnering

6.Whistleblowing

7.Financial threshholds

8.Contracts
Strategies

Environmental Procurement Strategies

* Warwickshire Environmental Procurement Strategy

Procurement Strategies.

* Wakefield Corporate Procurement Strategy

Environmental Policy Strategies

* Lincolnshire County Council Environmental Policy Strategy

Policies

Environmental Policies:

* Derbyshire County Council Environmental Policy Summary

Sustainability Policies:

*Shropshire County Council SustainabilityPolicy

*Bolsover District Council Sustainable Construction Policy

Sustainable Procurement Policies:
* Aberdeen City Council Sustainable Purchasing Policy
* Kirklees Sustainable Procurement Policy

* Forum For the Future (Sample)

Guidelines, Manuals and Handbooks

Checklists

* Best Value and Sustainability Checklist

Environmental Purchasing Guides:

* Buying Green. A Handbook on Environmental Public Procurement

* Kirklees Procurement Policies and Guidance

* Leicester City Environmentally Friendly Purchasing Guide

* Procura+Manual. A Guide to cost-effective Sustainable Public Procurement

Sustainable Construction Guides

* Kent Sustainable Construction Guide-Making it happen.

Standard Template Documents.

1.Request for Quotation.

* Template 11 Request for quoatation for the supply of goods

* Template 12 Request for quotation for the supply of services

* Template 13 Request for quotation for the supply of Consultancy services

2.Pre-Qualification Questionnares.

* Template 23 Prequalification Main Body Document A

* Template 24 Prequalification Mian Body Document B

* Template 25 Prequalification Guidance for suppliers

* Template 26 Prequalification Evaluation guidance for Buyers

* Template 27 Prequalification Evaluation spreadsheet

* Template 28 Prequalification Additional information -Finance

* Template 29 Prequalification Additional information-Health&Safety

* Template 30 Prequalification Additional information-Equal Opportunities

* Template 31 Prequalification Additional information-Sustainability

* Template 32 Prequalification Additional information-Software

* Template 33 Prequalification Additional information-Social Care

3. Invitation to Tender documents.

* Template 54 Invitation to Tender for Goods contract

* Template 55 Invitation to Tender for Simple Service contract

* Template 57 Invitation to Tender Form

* Template 58 Invitation to Tender Contract Rebate Form

* Template 59 Invitation to Tender Contract particulars

* Template 60 Invitation to Tender Evaluation Form for group score

* Template 61 Invitation to Tender Evaluation for individual score sheet

* Template 62 Invitation to Tender Evaluation for evaluation panel

* Template 63 Invitation to Tender Evaluation weighting clauses

* Template 64 Invitation to Tender Hardware guidance and clauses

* Template 65 Invitation to Tender Software guidance and clauses

* Template 66(a) Invitation to Tender Community Benefit clauses

* Template 66(b) Invitation to Tender Additional Social clauses

* Template 67 Invitation to Tender Additional Optional special conditions

* Template 68 Invitation to Tender Optional questions

* Template 69 Invitation to Tender Pension clauses

4.Standard award and rejection letters.

*Template 71 Overview of 'Standardistion of award and rejection letters'

*Template 72 Sending out PQQ's

*Template 73 Unsuccessful at shortlist of PQQ

*Template 74 Successful at shortlist of PQQ

*Template 75 Invitation to Tender

*Template 76 Request for quotation

*Template 77 Request for reference, including reference response form

*Template 78 Request for Quote or Mini tender

*Template 79 Notification of intention to award to successful contractor

*Template 80 Notification of intention to award to unsuccessful contractor

*Template 81 Notification to those who sbmitted PQQ's of intention to award

*Template 82 Letter of award of contract

* Template 83 Overview of Contact award requirements

5.Partnerships.

*Template 91 County and Regional Collaboration

6.Whistleblowing.

*Template 92 Whistleblowing policy

7.Financial Threshholds.

*Template 93 Financial Threshholds

8.Contracts.

*Template 94A Contract procedure rules

*Template 94B CIPFA Cntract Procedure Rules

* Template 96A Example of Selling to the Council wording

*Template 96B Example of selling to the Council Leaflet

Local Authorities Energy Partnership

Centre of Excellence - East Midlands

Centre of Excellence - North West

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