APPENDIX 6
PROCUREMENT INITIATION DOCUMENT
Provide the name of the service that is being tendered
TITLE OF
PROCUREMENT
Lead CCG Organisation and other CCGs (if applicable)
COMMISSIONER
CONTACT DETAILS
Provide details of lead commissioning manager/project sponsor and
responsible commissioning/project officer - (inc name/title/office base &
mobile phone number/email address)
Include description of:
BRIEF SCHEME
DESCRIPTION
STRATEGIC NEED
(a) location(s)
(b) scope
(c) objectives and benefits – these may be financial and/or nonfinancial
(d) tariff identified (AQP only)
(e) cost/case versus block arrangement
Provide justification for the scheme to include details of the following:
(a) is the service new or replacing an existing service
(b) has a market assessment been undertaken
(c) has the current market and the extent of the potential market
been identified - is the market mature / immature
(d) is additional capacity required
(e) VfM – affordability and sustainability exercise
(f) Has the service specification and business case been ratified
through appropriate channels
(g) If the incumbent provider does not qualify or is unsuccessful, are
sufficient arrangements in place to ensure smooth handover and
continuity of service
(h) Notice served – or date identified
Is formal public consultation required
ENGAGEMENT
Are the incumbent provider and potential providers aware of the
opportunity
Has adequate patient / service user engagement been conducted which
supports
the
redesign
(equality
impact
assessment
Equality&[email protected])
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APPENDIX 6
PROCUREMENT INITIATION DOCUMENT
CONTRACT
TERM/VALUE
Total Contract Value:
14/15
£xk
15/16
£xk
16/17
£xk
Total
£xk
Term of Contract:
PROPOSED
PROCUREMENT
PROJECT TEAM
STRATEGY
(for the duration and
including
membership of
evaluation panel)
Current contract expiry date/notice period:
(a) Finance
Planned
start of Lead
service:
(b)ofQuality
Lead
Date
procurement:
(c) Clinical Lead
Contracting
NB:(d)
Please
refer to SFIs which detail the financial procedures and
(e) Patient
Representative
financial
thresholds
that apply when purchasing goods and services. A
(f) tender
Procurement
CSUtake up to 9 months
formal
process– can
(g) Engagement - CSU
(h) Human Resources – CSU
(i) IM&T - CSU
(j)Type
Health & Safety
– CSU
Mitigating
Owner
Risk Level
(k) Estates - Propco
Action
(CCG or CSU)
(I x L)
Impact
Likelihood
(1-5)
(1-5)
NB: Dependent on contract value we recommend 2 evaluators
per work
e.g. Legal /
e.g. Have all
stream
Reputational
Conflicts of
interest
declarations
been signed
e.g. Operational
TUPE
implications –
e.g. Has a
request for info
from incumbent
provider been
actioned
e.g. Has the
budget been
identified
e.g. Financial
Other
ENDORSED BY:
CCG CHIEF FINANCE
OFFICER
Name
Signature
Date
CCG SENIOR
COMMISSIONING
Name
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APPENDIX 6
PROCUREMENT INITIATION DOCUMENT
MANAGER/
COMMISSIONING LEAD
Signature
Date
OTHER (Please specify)
Name
Signature
Date
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