[ARCHIVED CONTENT] Department of Trade and Industry

DTI management units are strongly advised to take advantage of the range of Framework Arrangements and Agreements which are already in place and are listed below.

Service or Product	Supplier	Details On Use	Manager or Contact
Official Travel	Carson Wagonlit Travel (booking agent)	Preferred supplier Travel bookings through another supplier must be justified. Details are available on Human Resources Folder on DTI net and The Guide paragraph 1429	Melita Spiteri HR&CM - SPO/TSR GTN 1210 2497
Hotels	Expotel (booking agent)	Preferred supplier Hotel Bookings made by alternative methods must be justified on the UK T&S claim form when re-imbursement is claimed. Details are available on Human Resources Folder on DTI net and The Guide paragraph 1513	Melita Spiteri HR&CM - SPO/TSR GTN 1210 2497
Car leasing	Inchcape Vehicle Contracts	Details from your MUFO	Andrew Hemmens SPO/TSR GTN 1210 2502
Temporary Staff	Adecco	Preferred supplier Supplier of administrative and secretarial staff and can also supply junior - middle management staff (Ranges 5-8). Branch Manager: Colleen McCluskie Account Co-ordinators: Angela Crane & Sue Perry Tel: 020 7828 6885 Fax: 020 7821 7208 Branch email: 278.westminster@adecco.co.uk	Karl Willis HR&CM GTN 7855 4677
Overseas Emergency Medical and Repatriation Insurance	Marsh Insurance Services	Medical insurance cover for DTI travelers on short-term overseas business trips. Further details are available on Human Resources Folder on DTI net	Melita Spiteri HR&CM - SPO/TSR GTN 1210 2497
Assisted Relocations	Cendant Mobility Ltd	Help with selling staff properties and relocation expense management on permanent transfer on P&C terms. Details are available on Human Resources Folder on DTI net.	Melita Spiteri HR&CM - SPO/TSR GTN 1210 2497 Andrew Hemmens SPO/TSR GTN 1210 2502
Hire of vehicles	Arval PHH Arnold Clark (Scotland, Liverpool, Sheffield)	Details from your MUFO	Andrew Hemmens SPO/TSR GTN 1210 2502
Internal Audit and Related Work	Ernst & Young LL	Restricted solely to internal audit work which is appropriate does not conflict with the Departmental Audit Work Programme, and causes no conflict of interest. Access only via the Internal Audit Director responsible for your Group or Agency.	Mark Adams IA GTN 7855 4503
Stationery	Guilbert UK	Preferred supplier For all Office Supplies materials (some product and range restrictions may apply); On-line ordering offers an automatic 1% reduction against normal DTI pricing, GPC compliant for core DTI. Customer Service: 01322 44 35 76 Order form can be found on DTINet (Forms, Procurement). On-site customer support Juliette Mills 020 7215 5143	Sarah Piddington HBS Facilities Management GTN 7855 4862 Or Melanie Blase IWS/BFM GTN 7855 4892
Training	Personnel Training Services Consortium (PTSC)	Preferred supplier Personal development, general management, communications skills, Departmental policies and procedures and training consultancy services Access via TDOs or PTSC direct PTSC booking form can be found on the PTSC web page http://www.ptsc.co.uk/index.html	Gary Deadman HR&CM GTN 020 7855 4721
Training (in business operations, finance, procurement)	Accountancy Tuition Centre Ltd (ATC) Tel: 0171 329 1070	Preferred supplier Access via TDOs or ATC direct. Details of courses and the course enrolment form can be found on the DTI specific ATC website http://www.atc.co.uk/extranet/dti/aboutatc.htm	Chris Bradshaw FRM GTN 215 2707
Executive search and selection	Various Companies under a Cabinet Office call-off contract	Non exclusive preferred supplier status Identification of candidates for Senior Civil Services posts or public appointments and assistance with selection process)	Linda Kennett SSM/HR&CM GTN 2876 4730
S-Cat (Management & IT consultancy services)	Various companies	S-Cat - IT Based Services (IT services including IS Strategy, Project Management, IT Architecture, Requirements Specification, System Testing & Implementation Support, IT Procurement Support, IT Contractors, E.commerce Support & Web developments, IT Security & Disaster Recovery Consultancy, Advice on PFI, Telecommunications Consultancy, Geographical Information Services, IS Application Support & Development Access via IWS	Chris Bowen (Policy & Strategy for Use) / Alan Clark (Placing Orders for Services) ( IT Consultancy Services) IWS GTN 215 3760 / 3755 Adele Humphreys / Tony Posner (Management Consultancy Services) IWS GTN 215 3612 / 3604
G-Cat (IT hardware, software, installation & maintenance services, IT managed services, Video Conferencing & telecommunication equipment)	Various Suppliers	G-Cat (IT Hardware & Maintenance Services; Software Purchase, Installation & Maintenance Services; IT Managed Services; Video Conferencing & Telecommunication Equipment & Support Services Access via IWS	Chris Bowen (Policy & Strategy for Use) / Alan Clark (Placing Orders for Services) ( IT Consultancy Services) IWS GTN 215 3760 / 3755
IT Systems and services (Elgar)	Unitas (a consortium of Fujitsu & Logica CMG)	Access via local ELGAR Partnership Managers. Services available are standard IT service/product catalogue items, hardware, applications development and technical consultancy.	Nick Brooks IWS GTN 215 3611
GTC (Telecommunication & networking services)	Various Suppliers	A comprehensive range of products and services to meet every conceivable procurement need in the Telecoms field. Included are Consultancy, Hardware, Software, Cabling, Broadband, Maintenance and telephony services. Access via IWS	Richard Robertson IWS GTN 215 3669
GTM2 (Mobile Telephones & related services)	Vodafone & Orange	The purpose of the contract is to provide an arrangement under which Central Civil Government Departments and the wider Public Sector can purchase mobile telephony, voice, data & wide area paging services without the need for a full-scale procurement under EC Legislation. OGCbuying.solutions Telecommunications Contracts Service team perform ongoing contract management and development, customer and supplier liaison, service and tariff review, benchmarking, audit and compliance checks and dispute resolution to ensure that you receive the best quality service and maximum cost saving benefits Access via IWS	Richard Robertson IWS GTN 215 3669
MTS (Metropolitan Telephone Service � Telephone & Audio/Video Conferencing services	Global Crossing	MTS is a service dedicated to providing value-for-money, fully managed telecommunications solutions. It offers a combination of equipment, infrastructure, service and support to ensure continuous, efficient operation of your communications systems, regardless of size or scope. Products and services are supported by in-depth skills and experience and cover a wide range of applications, including : � Voice Telephony � Voicemail � Conferencing Services � Non-Geographic Numbers � Datalink direct, including LAN and WAN connections � Datalink Remote Access via IWS	Richard Robertson IWS GTN 215 3669
Electronic information products and services (internet, online, intranet and CD ROM)	Many suppliers included, others can be added	Service or Product Framework arrangements are available with over 30 leading information providers and over 100 information products IWS ILS co-ordinates procurement of charged information products and services for access by DTI HQ staff via the Internet and of custom data for intranets and local systems. Information coverage includes global news, companies, markets, business support, economics, parliament, EU, science and technology. Details of use Access via IWS - ILS Favourable Terms & Conditions relating to the aggregate DTI spend include discounts of up to 75% of normal costs. Contract management and advice on licensing terms are also available.	Robert Felgate IWS/ILS GTN 215 5595
DTI Publications storage, fulfillment and website services	EC Logistics	Preferred supplier Storage and distribution of DTI Publications; running the DTI Publications Orderline which includes ordering of DTI publications via phone, fax, post, email or via web, mailing services; hosting of publications@dti website which includes electronic shopping basket for publication ordering Access via IWS/IMS	Catherine Holly IWS/IMS GTN 215 2594
Publications supply	Jones Yarrell Everetts The Stationery Office	Jones Yarrell - Preferred supplier for newspapers and weekly magazines Everetts - Preferred supplier for books, journals and annuals TSO - Preferred supplier for official publications Access via MULO (or Directorate ordering point); details on DTINet	Tom Meechan IWS/ILS GTN 215 6657
External Legal Services	Various Firms	A panel of six firms exists to provide the resources to deal with matters that Legal Services Group cannot itself handle. The approval of the DG of Legal Services is required before a firm may be instructed and this is handled through Legal A5.	Phillip Sorensen Legal A5 GTN 215 3239
Hospitality	Wilson Storey Halliday	Preferred Supplier Provider of Catering for Internal Meetings and Conference Centre bookings. Bookings via Help Desk [7215 6000] for internal meetings, or if in conjunction with a Conference Centre Booking then 7215 6789. Further details are available on DTINet under Services then Catering.	Sarah Piddington HBS Facilities Management GTN 7855 4862 Or Melanie Blase IWS/BFM GTN 7855 4892
OGC Frameworks (Various)	Various	Access via the OGC Website http://www.co.ogc.gov.uk/searchProjects.asp?fetch=projects	OGCbuying. solutions - Helpdesk 0151 224 2242/2243
Portfolio (OGC Buying.Solutions Frameworks)	Various	Access via OGCbuying.solutions https://www.ogcbuyingsolutions.gov.uk/	OGCbuying. solutions - Helpdesk 0151 224 2242/2243

Purchasing Cards

Service or Product	Supplier	Details On Use	Manager or Contact
Government Procurement Card (GPC)	VISA / Barclays	Available for all low value items. Further details given in the Procurement folder on DTINet	Paul Buckfield PPS GTN 7215 2936
Corporate Card - Travel	American Express	Available to regular travelers for business expenses Further details are available on Human Resources DTI Net	Melita Spiteri HR&CM - SPO/TSR GTN 1210 2497
Lodge Card - Travel	American Express	Payment facility for travel bookings made under the Carlson Wagonlit Travel Agreement	Melita Spiteri HR&CM - SPO/TSR GTN 1210 2497

ANNEX 2 � DTI PROCUREMENT FORUMS PLUS GROUP PROCUREMENT SPECIALISTS & AGENCY CONTACTS

DTI PROCUREMENT FORUMS

The DTI Procurement Forums consist of the DTI Group Procurement Specialists & Agency Procurement Contacts listed below with representatives of the centres of expertise and of the Procurement Policy & Services Unit.

It provides a vehicle for raising procurement standards in DTI. It achieves this by:

� developing, maintaining and disseminating best practice across procurement in DTI

� providing a sounding board for the development of procurement policy and practice

� providing a network for the aggregation and dissemination of DTI procurement information

� providing a focal point for discussion and information exchange on procurement, including problem solving

GROUP PROCUREMENT SPECIALIST & AGENCY PROCUREMENT CONTACTS AND OTHER PROCUREMENT FORUM MEMBERS (as at August 2003):

Group Procurement Specialists

Contact	Group	Address	Tel No.
Angus Young	Energy	Bay 279, 1 Victoria Street	215 6474
Robin Van Zyl-Newlands	OST	Bay 574, 1 Victoria Street	0781 804 5662
Jackie Danker	Fair Markets	Bay 728, 1 Victoria St	215 6683
Richard Robins	Services	Bay 516, 1 Victoria St	215 6525
Bob Carter	Innovation Group	Bay 366, 151 Buckingham Palace Road	215 1702
James Dodds	Legal	Bay 521, 10 Victoria St	215 3230
Marilyn McCombie	MPST	Bay 822, 1 Victoria St	215 5034
Graham Geddes	British Trade International	Bay 1013, Kingsgate House	215 8160
Bill Tipping	Business Group	Bay 128, 151 Buckingham Palace Road	215 0895
Bill Blase	OME	9^th Floor, Oxford House	020 7467 7218
Mick Ayres	Strategy Unit	Bay 564, 1 Victoria St	215 5015

Centres of Expertise Representatives

Agency Contacts

Contact	Agency	Address	Tel No.
Jane Bickerdike	ACAS	Brandon House, 180 Borough High Street London, SE1 1LW	020 7210 3609
Phil Pennells or Sara Ball	CH	Rm1.87, Companies House, Crown Way, Cardiff, CF4 3UZ	02920 380481 02920 380313
Roy Dowell	ETS	2nd floor, Caradog House, 1-6 St Andrews Place, Cardiff, CF1 3BE	029 2039 4991
Zelie Armstrong	NWML	Rm G04, Stanton Avenue, Teddington, Middlesex, TW11 0JZ	8943 7251
Neil Regan	PATS	Room GB57, Concept House, Cardiff Rd, Newport, Gwent, NP9 1RH	01633 814880
David Rickard or Francis Tibbles	RA	Wyndham House, 189 Marsh Wall, London, E14 9SX	7211 0406 7211 0407
Graham Williams or Keith Saunderson	INSS	PO Box 203, 21 Bloomsbury St, London, WC1B 3SS	7291 6756 7291 6751
Martin Bennett or Titixa Shah	SBS	Bay 723, Kingsgate House, 67-74 Victoria St, London, SW1E 6SW	215 4436 215 4321

Copies of the guidance documents listed in this Annex are available from the Treasury's Public Enquiry Unit:

The Public Enquiries Unit
HM Treasury
Room 89/2,
Treasury Chambers
Parliament Street,
London SW1P 3AG

Guidance issued by the former Treasury Central Unit on Procurement (CUP Guidance Series)

The list below contains all the guidance published. Extant guidance notes, which are available on the Treasury web-site, are highlighted.

No 1: Post Tender Negotiation (issued May 1986) covers the basic considerations and techniques of PTN and sets out aspects of the purchasing process relevant to negotiation (see also guidance no 19).
http://www.hm-treasury/pub/html/docs/cup/cup1.pdf

No 3: Supply and Service Agreements with the Agencies (issued January 1987) gives advice on the negotiation and operation of such agreements and provides a model agreement.
http://www.hm-treasury/pub/html/docs/cup/cup3.pdf

No 5: Quality Assurance - Principles and Terminology (superseded by guidance No 46)

No 7: Project Sponsorship: Planning and Progress Monitoring (superseded by guidance No 52)

No 8: Project Sponsorship: Role of Project Sponsor and Relationship with PSA (superseded by guidance No 33)

No 12: Contracts and Contract Management for Construction Works (issued March 1989) assists project sponsors in understanding the practices normal in the construction industry and in the establishment of control and administration procedures
http://www.hm-treasury/pub/html/docs/cup/cup12.pdf

No 13: The Selection and Appointment of Works Consultants (issued March 1989) covers the general principles for the appointment of consultants together with a step-by-step guide to selection and appointment procedures. (superseded by Procurement Guidance for the Construction Industry No 3)

No 14: Measuring Performance in Purchasing (issued March 1989) highlights key features of effective performance management and sets out the type of performance measurements which will support purchasing and materials managers in achieving better VFM.
http://www.hm-treasury/pub/html/docs/cup/cup14.pdf

No 15: Estimating for Works Projects (issued March 1989) gives advice on the establishment and use of estimates for Works construction projects. (superseded by guidance No 55)

No 16: Purchasing Ethics (issued March 1989) sets out the legal framework; the basic rules of ethical conduct in purchasing; the responsibilities of staff and managers; and advice on appropriate systems and procedures to ensure ethical behaviour
http://www.hm-treasury/pub/html/docs/cup/cup16.pdf

No 20: The P&S Function and Works Projects (issued October 1989) purchasing and supply in works projects - the need to define clearly the roles of parties involved
http://www.hm-treasury/pub/html/docs/cup/cup20.pdf

No 21: The Purchasing of Services of Assured Quality (superseded by guidance No 46)

No 22: Stock Management (issued May 1990) an introduction to the various elements of stock management - aimed at those who have a responsibility for departmental supply policy

No 23: Model Forms of Contract (issued September 1990) provides three model forms of contract for goods, general services and consultancy services - the model forms are not intended for the purchase of computer hardware and software, telecommunications equipment and high cost office machinery.
http://www.hm-treasury/pub/html/docs/cup/cup23.pdf

No 25; Cost Management for Works Projects (issued January 1991) assists non-professional project sponsors to understand, monitor, review and, when necessary, enhance the procedures employed by project managers and to ensure they take any necessary corrective action. (superseded)

No 26 a and b Selection of Works Contractors (issued January 1991) covers receipt of tenders, bid evaluation and conditioning, post tender negotiation and contract award. Part (a) covers pre-qualification and tendering procedures and part (b) bid evaluation and award. (superseded by Procurement Guidance for the Construction Industry No 3)

No 27: Approved Suppliers (Vendors and Contractors) Lists (issued January 1991) provides advice on how to establish approved lists where justified and explains their use in the procurement process. (superseded by guidance No 60)

No 28: Contracts with a Private Sector Purchasing Agent (issued January 1991) gives an introduction to planning a purchasing strategy and provides advice to departments considering contracting out some part of their purchasing activity to a purchasing agent. It covers the key steps to be followed in sourcing a purchasing agent from developing a bid list through to concluding a contract.
http://www.hm-treasury/pub/html/docs/cup/cup28.pdf

No 29: Quality Costs (issued June 1991) identifies the costs incurred in managing quality and the potential savings which accrue if the work carried out is 'right first time' (supersedes guidance No 10)
http://www.hm-treasury/pub/html/docs/cup/cup29.pdf

No 30: Specification Writing (issued June 1991) provides advice to specification writers and procurement staff on defining requirements in terms of function and performance (supersedes guidance No 9)
http://www.hm-treasury/pub/html/docs/cup/cup30.pdf

No 31: Use of Travel Agents (issued October 1991) gives practical advice on getting the best out of a relationship with a travel agent, from the early planning stage to letting a contract, through to motivating the agent and monitoring its performance
http://www.hm-treasury/pub/html/docs/cup/cup31.pdf

No 32: Catering Services (issued January 1992) gives advice on evaluating current catering services and using this to set a standard for tendering, preparing and processing invitations to tender documents, evaluating bids and contract monitoring.
http://www.hm-treasury/pub/html/docs/cup/cup32.pdf

No 33 (Revised) Project Sponsorship (issued January 1994) assists project sponsor by outlining their task and explaining how it should be carried out. The guidance is written with the lay project sponsor in mind but will also assist the professional. (superseded by Procurement Guidance for the Construction Industry No 2)

No 34: Market Testing and Buying In (superseded by "The Government's Guide to Market Testing" available from HMSO - ISBN 0-11-430078X)

No 35: Life Cycle Costing (issued April 1992) introduction to the principles and practices of LCC; explains the implications of LCC and how and where it should be applied
http://www.hm-treasury/pub/html/docs/cup/cup35.pdf

No 36: Contract Strategy Selection for Major Projects (issued June 1992) explains the project sponsor's responsibilities in selecting a contract strategy for a major building project. (superseded)

No 37: Managing Car Fleets (issued January 1993) provides advice on all aspects of the management of car fleets. It covers fleets of all sizes ranging from a few vehicles to several thousand
http://www.hm-treasury/pub/html/docs/cup/cup37.pdf

No 38: Approval of Works Projects (issued January 1993) sets out the project sponsor's responsibilities for obtaining approval for works projects and explains the current procedures Treasury normally expects to follow for approving and monitoring projects above delegated limits (superseded)

No 39: Basic Purchasing and Supply (issued April 1993) will assist part time purchasers (and new entrants to the profession) to obtain a clear appreciation and understanding of purchasing and supply work
http://www.hm-treasury/pub/html/docs/cup/cup39.pdf

No 40: The Competitive Tendering Process (issued April 1993) provides an overview of the various stages in the competitive tendering process from drawing up the specification to managing the contract
http://www.hm-treasury/pub/html/docs/cup/cup40.pdf

No 41: Managing Risk and Contingency for Works Projects (issued August 1993) explains the project sponsor's responsibilities for managing risk, planning risk analysis and setting and controlling appropriate levels of contingency. (superseded by Procurement Guidance for the Construction Industry No 2)

No 42: Contracting for the Provision of Services (superseded by guidance Nos. 59c and 59d)

No 47: Contract management (issued July 1994) provides advice on how to manage contracts successfully. It explains that effective contract management will improve value for money and prevent contracts going seriously wrong. (superseded by guidance No. 61)

No 48: Bonds and guarantees (issued August 1994) covers some of the practical considerations when using bonds, the issue of calling 'on demand' and deals with five types of bond or guarantee : unconditional on-demand bonds; performance bonds; parent company guarantees; advance payment bonds and retention bonds
http://www.hm-treasury/pub/html/docs/cup/cup48.pdf

No 49: The Trident Works Programme (a case study) (issued January 1995) consolidates the main findings of MOD's report on the TRIDENT Works Programme into 5 key lessons which should assist departments in managing their programmes and projects more effectively
http://www.hm-treasury/pub/html/docs/cup/cup49.pdf

No 50: Disputes resolutions (issued June 1995) provides advice on the process of dispute management and resolution where a dispute arises on a procurement contract which can not be resolved by "simple negotiation" and third party or agency input is required
http://www.hm-treasury/pub/html/docs/cup/cup50.pdf

No 51: Introduction to the EC procurement rules (issued July 1995) sets out where the EC procurement rules apply, when they require competition in accordance with prescribed procedure and what the principal effects of that requirement will be. It also applies to the generality of public contracts
http://www.hm-treasury/pub/html/docs/cup/cup51.pdf

No 52: Programming and progress monitoring for works projects (issued September 1995) describes some of the techniques available for programming and progress monitoring and should enable a project sponsor to interpret programmes prepared by project advisers, project managers, consultants and contractors
http://www.hm-treasury/pub/html/docs/cup/cup52.pdf

No 53: Project management (issued January 1996) an introduction to the various activities and skills required, the types of training needed and the sources of such training (NB This guidance is not a training programme)
http://www.hm-treasury/pub/html/docs/cup/cup53.pdf

No 54: Value management (issued January 1996) explains the project sponsor's responsibilities for optimising and achieving value for money, from concept to handover, occupation and beyond
http://www.hm-treasury/pub/html/docs/cup/cup54.pdf

No 55: Ethics in procurement (issued April 1997) supersedes No 16 - sets out the legal framework; the basic rules of ethical conduct in purchasing; the responsibilities of staff and managers; and advice on appropriate systems and procedures to ensure ethical behaviour
http://www.hm-treasury/pub/html/docs/cup/cup55.pdf

No 56: Debriefing (issued April 1997) supersedes No 45 - provides guidance on debriefing candidates not selected for a bid list and unsuccessful tenderers. It provides advice on when and how to carry out the procedures
http://www.hm-treasury/pub/html/docs/cup/cup56.pdf

No 57: Strategic partnering in government (issued May 1997) explains why procurement staff should consider entering into partnering relationships and provides a decision-making framework
http://www.hm-treasury/pub/html/docs/cup/cup57.pdf

No 59 a, b, c, d Documentation . The four parts to this guidance are as follows:
a - Model Appraisal Questionnaire (issued May 1997) provides departments with a model questionnaire for potential suppliers who have made "expressions of interest"
http://www.hm-treasury/pub/html/docs/cup/cup59a.pdf
b - Pre-Qualification (issued May 1997) provides departments with a model invitation to pre-qualification interview letter
http://www.hm-treasury/pub/html/docs/cup/cup59b.pdf
c - Model Invitation to Tender (issued May 1997) provides a model for tendering or re-letting of strategic service contracts
http://www.hm-treasury/pub/html/docs/cup/cup59c.pdf
d - Model Conditions of Contract (issued July 1997) supersedes No 42 and provides advice on the use of contract terms and conditions for the provision of strategic services
http://www.hm-treasury/pub/html/docs/cup/cup59d.pdf

No 60: Supplier appraisal (issued May 1997) provides advice on obtaining and interpreting supplier information, which enables the contracting authority to determine the overall capability and capacity of the prospective service provider.
http://www.hm-treasury/pub/html/docs/cup/cup60.pdf

No 61: Contract management (issued May 1997) supersedes guidance No. 47 - provides practical help and direction to those who are managing or using contracted services (including service level agreements)
http://www.hm-treasury/pub/html/docs/cup/cup3.pdf

Contact	Directorate	Address	Tel No.
Chris Bowen	IWS - IT	Bay 514, 151 Buckingham Palace Road	215 3760
Philip Sorensen	Legal A5	Bay 110, 10 Victoria St	215 3239
Jonothan Frost	IWS - Estates	Bay 223, Elizabeth House	855 4856

ANNEX1 - DTI & OGC FRAMEWORKS

Service or Product

Supplier

Details On Use

Manager or Contact