Testing a model for Community Benefit Clauses

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Testing a model for Community Benefit Clauses

• ESRC workshop
• 24 January 2008

2
Policy Context

• Social Enterprise and Public Service Delivery
  action plans nov/dec 06
• CSR review final report
• but its not new...

3
Social Clause projects definition

• "Social Clauses describe relevant, legitimate and
  value for money aspects of a procurement
  lifecycle which fulfil a particular social aim.
  (This may include social requirements within the
  technical specification and award criteria of a
  contract, where they are relevant to the subject
  of the contract and compliant with public
  procurement legislation, as well as the UK's
  value for money policy (or equivalent
  commitment).)"

4
Suppliers engaged around the cycle
Id Resources
Id Need
Make or Buy Decision
Review
PQQ
Grants ?
ITT
Manage
Tender evaluation
Delivery
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Generic areas from scoping

• User engagement
• Employee focused
• Equalities agendas
• Local investment
• Intra/inter agency

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As a core requirement - above threshold

• Its not a clause rather, within an enabling
  policy context,
• OJEU notice
• Specification
• Evaluation matrix
• Contract
• Monitoring tool
• And, in some contexts,
• Parallel intervention to enable delivery

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Keeping House Programme. Shopping Initiative.
Leeds City Council used with Permission and
Thanks

• The Service Aim
• To assist older people and disabled people to
  maintain their independence in their own homes
  for as long as possible.

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Service objectives

• Testing out new ways of meeting shopping needs
  that are affordable, flexible and reliable
• Testing the viability of developing these
  services within a sustainable social enterprise
  model

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Examples of CBs 1

• Examples of community benefits that your
  organisation may be able to provide under Council
  contracts could include
• promoting the independence of older people and
  disabled people
• promoting and helping maintain the well-being of
  older people and disabled people (by increasing
  their access to healthy food and providing
  sociable shopping opportunities) ....

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Examples of CBs 2

• encouraging and building on neighbourhood
  support and volunteering
• stimulating the local economy encouraging the
  development of local, not-for-profit small
  businesses / social enterprises.
• Networking with local partnerships.

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20 allocation in evaluation matrix

• What community benefits your organisation can
  offer the Council when providing this contract.
  (Contractors should be aware that only those
  community benefits that relate to the subject
  matter of the contract itself can be taken into
  account in the evaluation of any tender). An
  innovative approach towards how those benefits
  relate to the subject matter of the contract.

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Key features a possible model?

• Within policy context
• Examples in spec
• Allocation of points in evaluation. It is core.
  
• Tenderers invited to express
• the CBs they bring
• Innovation in relating their benefits to subject
  matter

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Round table discussions

• We give eg of contract area.
• Around tables please
• Id possible CB thru delivery
• Make case for relevance to subject of procurement
  exercise

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• Use of discussion outputs
• For more info...