This interactive course is delivered over 4 weeks, entirely online. It provides participants with a detailed understanding of the steps, considerations and documentation needed to ensure that adequate planning is done for procurement and contracting processes. The course covers the importance of a thorough market assessment when preparing a procurement plan, and how to select the most appropriate solicitation methodology and minimize risk when setting up the evaluation and selection process.
The elements of a basic business case are discussed, along with cost benefit analysis considerations. Key legal issues, such as intellectual property and conflict of interest, are explored, and the importance of maintaining good vendor relationships throughout the procurement and contract management cycle is emphasized.
TOPICS
• Needs assessments, business case planning, and cost benefit analysis
• Drafting contract terms of reference and contract management plan
• Typical steps in obtaining approvals
• Risk identification (includes solicitation risk and contract risk), on-going risk management, treatment, mitigation strategies
• Defining contract scope for goods, services and construction, including drafting service level agreements (SLAs), inputs/outputs and outcomes
• Options and considerations when designing procurement strategy, including any prequalification processes
• Overview of intellectual property, agency law, personal liability, conflict of interest and other legal considerations
• Best practices in vendor relationship management, and incorporating into procurement and contract planning
• Corporate reporting procedures and requirements
LEARNING OBJECTIVES
• Describe the steps to obtain approvals to issue the solicitation
• Practice conducting a needs assessment, cost benefit analysis and risk assessment
• Review and discuss how to design a procurement strategy and process
• Define solicitation terms
• Discuss how to draft the Contract B framework
• Identify best practices and legal obligations in the planning phase of procurement
• Identify document retention requirements and other requirements to comply with corporate policy
This course includes mandatory participation in 3 of the 4 weekly online live exercise sessions. Dates and times are below. Please ensure you are available and committed to these live exercise sessions as part of the course prior to registering as cancellation/course transfer based on unavailability is not accepted.
LIVE EXERCISE SESSIONS SCHEDULE
Thursday, June 20, 2019 (10:00 - 11:30 am Pacific Time)
Thursday, June 27, 2019 (10:00 - 11:00 am Pacific Time)
Thursday, July 4, 2019 (10:00 - 11:00 am Pacific Time)
Thursday, July 11, 2019 (10:00 - 11:00 am Pacific Time)
In addition, you will be required to complete a short, 30 minute introduction and pre-course assessment before the course start date and a 30 minute post-course assessment after the course concludes. Each week you should plan to commit approximately 4 hours to complete course work (including the course modules and weekly live exercise sessions). On average, the course takes 18 hours in total.
RECOMMENDED PREREQUISITE: PSPP 101
COST: $1,057 (10% discount if 5 or more people register and pay together. Discount applies to all registrations in the group.)
ACCESS INFORMATION
You will receive a follow up email 1-2 weeks prior to the course start date with instructions to access this online course. If you do not receive this email, please contact us for assistance.
CANCELLATION POLICY
Cancellations are not accepted, however, you may substitute another staff member if unable to participate. The staff member must have satisfied all pre-requisites. In order to substitute a participant, please contact us directly.
COMPUTER REQUIREMENTS
Please note, if you are planning on accessing your online courses using a mobile device such as a tablet or a smartphone, some course features may not be accessible with these devices. You will need to have access to a computer (PC or Laptop) running Windows or MacOS in order to fully access the course and ensure proper display of all components. Specific requirements are detailed below:
Recent versions of major browsers supported (eg. Chrom, Safari, Firefox, Internet Explorer, etc.)
This course includes audio components – speakers (built in or external) are required. In addition, a phone line will be needed to participate in the live, online exercise sessions.
