Training activity information

Details

Review a contractual agreement with a supplier and suggest updated terms and conditions required for contract renewal

Type

Developmental training activity (DTA)

Evidence requirements

Evidence the activity has been undertaken by the trainee​.

Reflection on the activity at one or more time points after the event including learning from the activity and/or areas of the trainees practice for development.

An action plan to implement learning and/or to address skills or knowledge gaps identified.

Considerations

  • Contracts/suppliers for consideration may include:
    • Drugs
    • Consumables
    • Contractors
    • Cleanroom clothing
    • Mops and cleaning materials
    • SLAs/TAs

 

  • Value for money
  • Tendering process
  • NHS guidance
  • Ensuring contractual agreements are adhered to
  • Specifications
  • CofA/CofC/SPC review
  • Implications of changes to product/service specifications
  • Supply issues
  • Review of existing contracts

Reflective practice guidance

The guidance below is provided to support reflection at different time points, providing you with questions to aid you to reflect for this training activity. They are provided for guidance and should not be considered as a mandatory checklist. Trainees should not be expected to provide answers to each of the guidance questions listed.

Before action

  • Which specific contractual agreement with a supplier will you be reviewing?
    • What is the purpose of the contract?
    • How will reviewing this agreement and suggesting updates help you to understand financial and contractual requirements and apply organisational policies?
    • What would constitute successful updated terms and conditions for contract renewal?
  • Do you have access to the current contractual agreement with the supplier?
    • What are the key performance indicators (KPIs) or service level agreements (SLAs) within the current contract?
    • Are you aware of any issues or areas for improvement in the current contractual relationship?
    • What are the relevant organisational policies and any national guidance related to procurement and contracting?
  • What do you hope to learn about the key elements of a contractual agreement?
    • How will this activity enhance your understanding of how to assess the effectiveness of a contract and identify areas for revision?
    • What insights might you gain into the negotiation process for contract renewals?
  • Will you carefully read and analyse the existing contractual agreement?
    • Will you consider feedback from users or stakeholders regarding the supplier’s performance?
    • Will you research best practices or standard terms and conditions for similar contracts?
  • What are your initial thoughts about reviewing a legal document like a contract?
    • Do you feel you have the necessary background knowledge to identify potential updates?

In action

  • How are you currently approaching the review of the contractual agreement?
    • What aspects of the contract are you focusing on initially?
    • How are you identifying areas where updates to the terms and conditions might be necessary?
    • What factors are influencing your suggestions (e.g., service performance, cost, regulatory changes)?
  • Are you finding the identification of operational aspects or the legal/financial clauses more straightforward?
    • Where are you having to consciously consider the implications of specific terms and conditions?
    • Is your review process systematically identifying potential areas for improvement in the contract?
    • Are you able to justify your suggested updates based on relevant criteria?
  • Are you encountering difficulties in understanding specific clauses, assessing the supplier’s performance against the contract, or identifying relevant benchmarks for updated terms?
    • Are you gaining a better understanding of contract management principles, supplier relationships, or the importance of specific terms and conditions in ensuring effective service delivery?
    • Are you applying your understanding of procurement processes, service level agreements, or risk management?
  • If your initial review is not revealing many areas for improvement, are there other perspectives or data sources you could consider?
    • Would it be helpful to discuss the contract with someone experienced in procurement or contract law?
    • Are you confident in your ability to review and suggest updates to a contractual agreement within your current level of training?

On action

  • What type of contractual agreement did you review?
    • What were the key terms and conditions within the agreement?
    • What aspects of the agreement did you focus on for potential updates?
    • What were the main reasons for suggesting updated terms and conditions?
  • What did you learn about reviewing contractual agreements with suppliers?
    • How did this activity enhance your understanding of contractual requirements?
    • What factors do you need to consider when suggesting updated terms and conditions?
    • Did you identify any potential risks or benefits associated with the existing or proposed terms?
  • How will this experience inform your approach to reviewing future contractual agreements?
    • What specific aspects of contract management do you want to learn more about?
    • How can you contribute to ensuring favourable contractual agreements with suppliers in the future?

Beyond action

  • Was the contractual agreement you reviewed subsequently renewed?
    • Were any of your suggested updates incorporated?
    • Have you encountered other contractual agreements with suppliers since this training activity?
    • Did your previous review experience inform your understanding of these new agreements?
    • Have you discussed the principles of contract review with colleagues or supervisors?
  • Has this activity increased your awareness of the contractual requirements for running a health service department?
    • Are you more confident in identifying potential issues or areas for improvement in contractual agreements?
    • How has this training activity contributed to your ability to apply guidance and contractual requirements in practice when dealing with external contractors?
  • What did you learn about the key elements of a contractual agreement and the process of suggesting amendments that will be transferable to future contract management tasks?
    • How will you approach future contract reviews, potentially focusing on specific clauses or anticipating potential challenges based on this experience?
    • Has this training activity highlighted the importance of understanding the financial and legal implications of contractual agreements in healthcare?

Relevant learning outcomes

# Outcome
# 1 Outcome

Explain the financial and contractual requirements for running an NHS department.

# 2 Outcome

Apply guidance and contractual requirements in practice when dealing with external contractors.

# 5 Outcome

Apply organisational policies in the workplace.