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Case Studies and FAQs

Case study

Case study

Example Case Study: High-Value, High-Risk Contract & Supplier Management

Project Overview

Organisation: XXX
Contract Title: National Intelligent Transport Infrastructure Modernisation Programme
Contract Value: £100 million over 7 years
Risk Level: High value / high risk
Procurement Route: Competitive Procedure with Negotiation (CPN) under the Public Contracts (Scotland) Regulations
Supplier: Large multi-national infrastructure and ICT provider
Purpose: Upgrade national network of roadside sensors, traffic management systems, and data platforms to improve safety, analytics, and real-time public information.

Why the Contract Was High-Risk

Strategic and Operational Importance

  • This infrastructure underpins safety-critical systems (e.g., variable speed limits, incident detection)
  • Failure would have direct public safety impact

Complex Multi-Technology Solution

  • Integration of ageing legacy infrastructure with new digital systems
  • Significant cyber security requirements
  • Dependence on interoperability between multiple Scottish public bodies

Supplier Market Conditions

  • Very limited supplier market (only 3 global providers)
  • Known risk of over-reliance on one provider creating long-term lock-in

Financial & Commercial Exposure

  • Long-term technology contracts historically have cost-creep risks
  • Supplier previously had delivery delays on large UK programmes

Procurement Stage Risk Management

Early Market Engagement

XXX conducted:

 Prior Information Notice (PIN) with supplier briefings

  • Discovery sessions with potential suppliers to test feasibility and innovation
  • Publication of standardised SPD statements for consistent supplier responses

Robust Specification & Outcomes-Based Requirements

  • Performance standards for system up-time, incident detection accuracy, and data latency
  • Mandatory cyber-security controls aligned to Scottish Government Cyber Resilience Framework
  • Clear exit and data handover requirements to prevent supplier lock-in

Multi-Stage Evaluation

  • Technical capability weighting = 65%
  • Commercial/price weighting = 35%
  • Inclusion of scenario-based assessments and live demonstrations of key functionalities

Detailed Risk Allocation

  • Supplier responsible for system performance and integration
  • Authority retained responsibility for policy, governance, and network access permissions
  • Shared risk register established before contract award

Contract Management Framework (Post-Award)

Governance Structure

Strategic Level (Quarterly)

  • Senior Responsible Owner (SRO)
  • Supplier’s Programme Director
  • Independent Assurance Consultant
  • Focus on: strategic risks, contract changes, long-term road map

Tactical Level (Monthly)

  • Contract Manager
  • Supplier Account Manager
  • Performance and risk leads
  • Review of KPIs, milestones, financials, workforce, supply chain, and cyber security posture

Operational Level (Weekly)

  • Project delivery teams
  • Issue logs, work package progress, testing results

 Key KPIs and Performance Measures

AreaKPI ExampleTarget
System AvailabilityUp-time of traffic control platform99.95%
Incident DetectionAccuracy of automated sensors> 96%
Cyber securityPatch deployment time< 48 hrs
Delivery MilestonesInfrastructure roll out95% on time
Social ValueLocal SME engagement18% of contract value

Contract Management Issues & Response

Issue 1: Supplier Delays on Critical Milestones

The Supplier fell 9 weeks behind schedule during Phase 1 due to shortages in specialist engineers.

Mitigation Actions

  • Invoked the contract’s remedy plan clause requiring a detailed recovery plan within 10 working days
  • A joint task-force was created including XXX technical specialists
  • Supplier re-allocated additional resources from EU teams at their own cost
  • Milestone re-baselining approved with no increase in contract price

Issue 2: Cyber security Vulnerability

Independent assurance testing discovered a medium-severity vulnerability in the cloud analytics module.

Mitigation Actions

  • Immediate escalation to Strategic Board
  • Supplier required to deploy emergency patch within 72 hours (as per contract)
  • Additional penetration testing introduced quarterly

Issue 3: Supplier Financial Health Concerns

Market analysis revealed the Supplier parent company experienced losses in two consecutive quarters.

  • Mitigation Actions
  • Financial monitoring increased from quarterly to monthly
  • Supplier required to provide updated financial statements and parent-company guarantees
  • Contingency planning for partial or full supplier failure (including alternative suppliers and in-sourcing scenarios)

Continuous Improvement and Social Value Delivery

The supplier delivered several social and economic benefits:

  • Apprenticeship programme with Scottish colleges (14 apprentices across digital engineering)
  • Local supply chain development with 22 Scottish SMEs
  • Traffic safety educational sessions delivered to schools in deprived areas.
    XXX tracked these commitments quarterly against the Fair Work and Community Benefits requirements

Contract Close-Out & Lessons Learned

Positive Outcomes

  • National intelligence transport system modernised on time (after early recovery) and on budget
  • Incident response times improved by 19%
  • Availability levels exceeded the contractual requirement (achieved 99.95%)

Key Lessons Learned

  1. Early, structured risk allocation prevented costly disputes later
  2. Strong governance enabled quick escalation and resolution of issues
  3. Independent assurance was critical to managing a complex digital contract
  4. Market concentration risk must be continually monitored
  5. Embedding exit planning from the start avoided long-term dependency

 

FAQs

1. What is a medium to high value, medium to high risk contract?

  • Value:Typically £500,000 – £5m (can vary by sector and thresholds).
  • Risk: Contracts where failure could impact service delivery, finances, or stakeholder trust
  • Often includes IT systems, social care provision or consultancy frameworks.
  • Involves complex supply chains or innovative/IT-heavy solutions.
  • Is strategically important or politically sensitive.
  • Risk factors include supplier dependency, complex delivery requirements, or political/operational sensitivity.

2. Why is contract and supplier management (CSM) important for medium to high-risk contracts?

Lack of CSM can result in issues including:

  • Service disruption
  • Cost creep
  • Delays  
  • Supplier insolvency
  • Supplier under-performance
  • Reputational or political damage
  • Litigation and contractual disputes

Effective management ensures value for money, protects the public purse, and maintains service continuity.

Medium-high risk contracts often lack dedicated resources, so structured management is very important.

3. What Governance arrangements should be applied?

  • Assign a Contract Owner / Manager with clear authority and other roles and responsibilities  
  • Define escalation routes for issues, including risk or financial alerts.
  • Maintain regular reporting and audit-ready documentation.

4. Contract and supplier management activities

Typical requirements could include:

  • Early risk identification and mitigation plan.
  • Detailed mobilisation plans
  • Early risk workshops and continuous risk management
  • Performance monitoring (bi-weekly/monthly/quarterly depending on risk).
  • Use KPIs or milestones appropriate to contract scale with clear corrective action routes
  • Schedule regular review meetings and document decisions
  • Detailed financial monitoring of the supplier, including supplier solvency checks
  • Formal change control processes
  • Continuous stakeholder communication

5. How should risk be assessed and monitored?

Using a structured approach, you may wish to:

  • Maintain a contract-specific risk register
  • Score likelihood and impact (financial, operational, reputational)
  • Assign risk owners and track mitigation actions
  • Review risk quarterly or more frequently for higher-risk areas

6. How do I ensure supplier performance is adequately monitored?

You may wish to:

  • Ensure KPIs / milestones must be clearly defined in the contract
  • Conduct quarterly progress reports and financial checks
  • Conduct regular performance dashboards
  • Hold formal review meetings with agendas and minutes
  • Maintain communication logs for decisions and clarifications
  • Ensure prompt action if KPIs are not met

7. What should happen if a supplier is under performing?

Steps could include:

  • Informally raise performance issues early
  • Issue formal Improvement Notices or Rectification Plans
  • Escalation to steering group for high-impact risks
  • Consider contractual remedies or contingency plans
  • Escalate to the contract board/other governance arrangement if no progress
  • Prepare business continuity and exit strategies if risk escalates

8. How should supplier financial stability be monitored?

  • Review annual accounts and financial health checks
  • Quarterly financial checks (or monthly for very high-risk contracts)
  • Monitor for cash-flow problems, litigation, or management changes
  • Monitor market news, mergers, legal disputes
  • Consider parent company guarantees or insurance clauses
  • Use contingency plans in case of supplier failure

9.. How is value for money protected during the contract?

  • Strong change control to avoid scope creep
  • Benchmarking and market comparison
  • Auditing of supplier invoices and open-book accounts
  • Performance-linked payments
  • Ongoing contract review for efficiency opportunities

10. What happens if a supplier becomes insolvent?

Organisations should have:

  • Pre-established continuity plans
  • Step-in provisions (where applicable)
  • Access to source data, assets, or IP
  • Backup suppliers / frameworks identified
  • Communication plans for stakeholders and service users

11. How should change requests be handled?

Through a formal process that includes:

  • Written request
  • Impact analysis (cost, time, risk)
  • Approval by the contract board/other agreed governance structure
  • All changes should be documented and approved
  • Assess impact on cost, timeline, and risk
  • Update KPIs and reporting requirements if necessary
  • Ensure formal record is maintained for audit purposes

No change should occur without formal approval.

12. What are some lessons learnt from Scottish public sector experience?

  • Medium-high risk contracts can fail due to weak governance or unclear requirements
  • Supplier relationship management is critical; lack of oversight increases risk
  • Financial and performance monitoring should match risk level, even for “medium” contracts.

Clear documentation and audit trails reduce dispute risk.

13. What documentation should be kept?

  • Contract and all schedules
  • Change register
  • Risk register
  • Meeting minutes
  • Performance logs
  • Communication logs
  • Payment records
  • Supplier financial assessments
  • Decision audit trail

This protects auditability and supports dispute resolution.