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Identifying and Managing Procurement Risks

07/19/22

Zoom Virtual Platform

1:00 PM EDT
07/15/22
10
Starting at $850.50
REGISTER
DESCRIPTION

Workshop Dates:
July 19: 1:00PM EST - 4:30PM EST
July 20: 1:00PM EST - 4:30PM EST
July 26: 1:00PM EST - 4:30PM EST
July 27: 1:00PM EST - 4:30PM EST

CPD: 10 CPD Maintenance Credits

Pricing:

Early Bird Registration until June 18, 2022

  • Member: $850.50 + HST (13%)
  • Non-Member: $1,120.50 + HST (13%)

Regular Registration

  • Member: $945 + HST (13%)
  • Non-Member: $1,245 + HST (13%)

Corporate Price: 20% off for a team of 4 and customized pricing for a team of 5 or above. Please contact Alisha Seguin at aseguin@supplychaincanada.com 

Workshop Overview: 

Procurement risks are ever increasing considering the high value, increased size, scope and volume of procurements, complexity, stringent policies, rules, regulations and trade agreements. This workshop is developed to identify potential risks and provide practical tools and strategies to mitigate those risks. 

This workshop is critical now more than ever as it is designed to address all facets of procurement risk and provides advice to identify, access, avoid, transfer and mitigate  the supply chain challenges/risks in crisis times (e.g. Global Pandemic). How an outbreak of deadly disease happening at other part of the world would impact your supply chain and how you can protect your supply chain and address supply shortages and access to critical products and services. 

Professionals involved in Supply Chain Activities make decisions and inherit a variety of risks while executing procurement projects involving a large amount of dollars. Are you aware of those risks and should you be taking those risks? And how to provide value added services to your organization by effectively mitigating procurement risks.  Procurement professionals that understand risks, consequences and mitigation strategies are the leaders for supply chain.  Procurement professionals are tasked to achieve cost-savings and conduct an open, fair and transparent procurement process. Do you realize that systematic identification and risk mitigation strategies significantly increases your chances of achieving those cost savings targets and meeting the fairness obligations?

This workshop will show you how to achieve those targets and provide you with comprehensive understanding of different types of risks at each stage of the procurement process. It will provide you with risk mitigation strategies, case studies, checklists and best practices.

Learning Outcomes:

  • Overview of procurement stages: planning, developing specification, selecting appropriate procurement method, managing tendering process, evaluating bids, negotiations, contract management and close-out.
  • Understanding key procurement methods (Request for Proposal, Request for Tenders, Request for Information, Request for Prequalification).
  • Awareness of different type of potential risks (what could go wrong) in the procurement cycle (Policy, Process, Technical, Project Management, People, Legal, Finance, Fairness and Technology).
  • Supply chain risks management in the crisis times (e.g. Pandemic)
  • Standard payment terms, risks of lower credit limits and its impacts on workload, stockout, backorder, ordering cost and profit margin.
  • Process of identifying the unknown and known risks.
  • Accessing the impacts of potential risks.
  • Applying proven strategies/options to mitigate potential risks (Action Plan – when and how to avoid risks, assume risks or take a hybrid approach).
  • Strategies to improve the bottom-line (cost savings, cost overruns) and value-added services to your clients.
  • Case studies to apply the knowledge obtained in this workshop.

Instructor: Umesh Kalia, CSCMP, CPPO, CPPB, C.P.M.


Umesh Kalia has over 20 years of procurement and supply chain management experience both within the private sector (Suzuki Japan & Linamar Corporation - automotive industry) and 12 years as a Public Servant. Umesh led several complex and high value procurement projects and provided real-world procurement solution for real world problems, including navigating and protecting the supply chain in Crisis times (e.g. Pandemic)

Currently, he is a Manager, Procurement Strategy and Operations - Regional Municipality of York (York Region) and his previous procurement and management roles were within the Ministry of Government and Consumer Services, Ontario Ministry of Health and Long-Term Care, Ontario Ministry of Natural Resources and Forestry, City of Brampton and University of Toronto.

Umesh is a Mechanical Engineering graduate and a Certified Supply Chain Management Professional (CSCMP), Certified Public Procurement Officer (CPPO), Certified Professional Public Buyer (CPPB), and Certified Purchasing Manager (C.P.M.) designations holder.  Umesh is a program Faculty at the Osgoode Hall School for the Public Procurement Governance program. Umesh has trained wide variety of professionals on areas of Procurement Policy, Procurement 101, Effective Contract Management, Effective Negotiation, Writing Scope of Work and Statement of Work, Developing and Managing the RFP process, Writing Effective Briefing material, developing Business Case, Managing Mandatories and avoiding non-compliances. 

Interactive Workshop Cancellation/Refund Policy:

A full refund will be issued on cancellations received in writing at least 10 business days prior to the workshop start date. An administration fee of $150.00 is applicable if notification is received between three and nine days prior to start date. Thereafter no refund will be available. Substitutions and transfer of registrations is permissible when received in writing three business days before the workshop start date.  Credits to be used for future offerings are valid for 12 months from the date of initial payment and will expire if not used in that time frame. 

Disclaimer: Your name, title and company shall be shared with Supply Chain Canada's third party partners. If you wish to not share this information, please opt-out during registration.

Upcoming sessions

Canadian Construction Procurement05.31.22

Workshop Dates:
May 31: 10:00 AM EDT - 2:00 PM EDT
June 1: 10:00 AM EDT - 2:00 PM EDT

CPD: 5 CPD Maintenance Credits

Pricing:
Early Bird Registration until April 25, 2022

  • Member: $535.50 + HST (13%)
  • Non-Member: $805.50 + HST (13%)

Regular Registration

  • Member: $595 + HST (13%)
  • Non-Member: $895 + HST (13%)

Corporate Price: 20% off for a team of 4 and customized pricing for a team of 5 or above. Contact Alisha Seguin at aseguin@supplychaincanada.com


Overview

This one-day course will provide an overview of the project and procurement models used in construction, the procurement processes, an evaluation of the contracting options and trends emerging for the future for construction in Canada.

The course is designed for those both new to Construction Procurement and for those wanting to learn best practices in order stay ahead of the curve in this complex area of procurement.

What you will learn in this course

Why is there is a shortage of Construction Procurement professionals in Canada?  First and foremost there is very little knowledge in this area of procurement.  This course is designed to provide you with an excellent overview of Construction procurement and how you can learn the best practices of managing your construction projects.

  • Who are all the stakeholders in a construction project and where does procurement add the most value?
  • What are the major risks for procurement on a construction project and strategies that can be deployed to both allocate and mitigate project risk?
  • The different types of construction bonds – why they are used and how they work.
  • The major differences and similarities between private and public construction in Canada.
  • How to build a great procurement strategy for your construction project.
  • An understanding of the construction models and which are best suited for your project.
  • How do Public-Private Partnerships (P3s) work?
  • An overview of the pros and cons of the most common construction procurement models and how to determine which may be the best model for you to use for your projects.
  • How contractor and supplier qualification work and strategies to best to deploy this bidding model within your organization.
  • Digital bidding – an overview of the digital construction platforms on the market today.
  • Understanding the procurement process and best practices for deploying digital bidding for your construction projects.
  • Types of fraud in construction today and how to deploy strategies to detect fraudulent claims on your projects.
  • Deploying best practices procurement strategies to prevent fraud on your construction projects.
  • Reviewing the different types of construction contracts – what should be included/not included and how to prevent disputes
  • Lessons learned and how to build a better procurement strategy for your next construction procurement project.

Description of the Course

Construction procurement is very different than the procurement of goods and services.  Not only are the processes for procurement different for construction, but the risks can be much higher.  Therefore, it is important that procurement professionals have a methodology that allows you to formulate a structured procurement strategy for your construction projects. 

Whether it is public or private construction that you are involved in, procurement professionals should be aware of the new technologies and best practices in construction procurement, construction project models, construction procurement models, procurement processes for construction, fraud issues in Canadian construction and contracting models for construction.

In managing the procurement of a construction project in Canada, it is important to understand how much influence procurement can have as an integral member of the project team.  Although executive management, engineering, finance, project management are all involved in a construction project, procurement is a critical functional area in determining the project’s outcome.

Most construction procurement professionals practice at least some of the concepts that are covered in “Canadian Construction Procurement”. This course will allow students to be able to identify and use best practices and to benefit from the experiences of procurement professionals in all aspects of Procurement of Construction Projects in Canada. 

Without a well-designed procurement strategy, construction projects will go ahead carrying excessive risks in engineering, construction, procurement, maintenance and contractually.  Project outcomes from the lack of appropriate procurement strategies are far more susceptible to deliver outcomes with financial losses and/or projects delivered late or to a lower quality than expected. 

 It is the ultimate goal of this course to provide procurement professionals with the guidance and best practices to design a well-balanced procurement plan and strategy reducing risks and managing your construction projects.

How long will the course take to Complete?

The course is designed as a one-day workshop that is taught online over two days. The 2 half days of instruction include both construction procurement scenarios and self test true/false questionnaires after each module. 

Interactive Workshop Cancellation/Refund Policy:

A full refund will be issued on cancellations received in writing at least 10 business days prior to the workshop start date. An administration fee of $150.00 is applicable if notification is received between three and nine days prior to start date. Thereafter no refund will be available. Substitutions and transfer of registrations is permissible when received in writing three business days before the workshop start date.  Credits to be used for future offerings are valid for 12 months from the date of initial payment and will expire if not used in that time frame.  

Disclaimer: Your name, title and company shall be shared with Supply Chain Canada's third party partners. If you wish to not share this information, please opt-out during registration.

REGISTER

Contract Fundamentals and Negotiations06.16.22

Workshop Dates:
June 16 - 9:30AM - 12:30PM EST
June 17 -  9:30AM - 12:30PM EST

CPD: 5 CPD Maintenance Credits

Pricing:
Early Bird Registration until May 16, 2022

  • Member: $535.50 + Registrant tax
  • Non-Member: $805.50 + Registrant tax

Regular Registration

  • Member: $595.00 + Registrant tax
  • Non-Member: $895.00 + Registrant tax

Corporate Price: 20% off for a team of 4 and customized pricing for a team of 5 or above. Please contact Alisha Seguin at aseguin@supplychaincanada.com 

Workshop Overview: 
Contracting and negotiating often pose complex challenges, risks and hurdles for organizations. As organizations look for ways of making those responsible for contracting and negotiating more effective, reliance on knowledgeable and trained staff will continue to play an important role. In this course, you will learn strategies to improve your understanding of contracts and to developing more robust contracts. You will explore the difference between and how to apply different negotiation styles, learn about key negotiation issues and how they practically impact your work, understand different negotiation strategies and how to avoid common negotiation pitfalls. Whether you are contracting or negotiating for a mega-deal or working on a low-key project, this 1-day course will provide you with updated strategies, best practices and skills to deal with contracting and negotiating.

Developed with a good balance between practice and theory, if you want to address ways to improve your contracting or negotiating skills for your organization and mitigate risk, whether in the public or private sector, this course will have something for you, including interactive exercises, take-away strategies and a tip sheet for negotiations for convenient reference.

This course has been designed for anyone involved in creating, understanding or responsible for developing or working with contracts and undertaking negotiations for their organization. If you are looking for a hybrid course on updated contract fundamentals and negotiations – this is the course.

Program Overview and Learning Outcomes

Participants will get a better and updated understanding of the following:

Part 1 Contract Fundamentals

  • Contract Development
  • Contract Interpretation
  • Service Contracting
  • Strategies to enhance contract development such as
    • Understanding and utilizing due diligence
    • Focusing on the end game
    • Recognizing and having performance measurements work for you
    • Avoiding contract ghosts
    • Addressing confidentiality issues
    • Paying attention to form
    • Getting the most out of your terms and conditions

Part 2 Negotiations

  • What is Negotiation
  • Reasons for Negotiations
  • Types of Negotiations
  • Contractor’s Perspective
  • Negotiation Process
  • Good Faith in Negotiations
  • Negotiation in Procurement
  • Negotiation strategies
    • Questions to ask
    • Avoiding common negotiation pitfalls
    • Practices to consider/adopt 

Instructor: Debby Shapero Propp, B.A., LL.B.


Debby Shapero Propp is a commercial lawyer with a focus on procurement, technology and health law and has provided legal services in the private, public and broader public sectors for over 25 years.  Debby both provides advice on challenging procurement initiatives and major group procurements and develops and implements procurement processes and related agreements.

Debby acts for her clients in major technology acquisitions and negotiations for both traditional and emerging technologies.  Debby is a seasoned and dedicated public presenter and instructor and regularly teaches across Canada. Drawing on her experience working both with a wide range of clients and as in-house counsel, over the last number of years Debby has developed practical and well-received professional development seminars that are being presented across Canada for private, public and broader public organizations. Debby also regularly writes for Canadian publications. 

Debby is a founding and active member of the Health Lawyer Network, which provides a broad range of legal and educational services.  Debby has been recognized as one of the 100 Influential Women in Canadian Supply ChainTM  and is the only recipient in the Legal Services Category (https://scma.com/en/news/international-womens-day-2019) 

For more information about Debby, you can visit her website at www.shaperopropp.ca or contact her at debby@shaperopropp.ca

Interactive Workshop Cancellation/Refund Policy:

A full refund will be issued on cancellations received in writing at least 10 business days prior to the workshop start date. An administration fee of $150.00 is applicable if notification is received between three and nine days prior to start date. Thereafter no refund will be available. Substitutions and transfer of registrations is permissible when received in writing three business days before the workshop start date.  Credits to be used for future offerings are valid for 12 months from the date of initial payment and will expire if not used in that time frame. 

Disclaimer: Your name, title and company shall be shared with Supply Chain Canada's third party partners. If you wish to not share this information, please opt-out during registration

REGISTER

Information Technology Procurement and Related Contracting09.29.22

Workshop Dates:
September 29 - 9:30AM - 12:30PM EST
September 30 -  9:30AM - 12:30PM EST
October 6 -  9:30AM - 12:30PM EST
October 7 -  9:30AM - 12:30PM EST

CPD: 10 CPD Maintenance Credits

Early Bird Registration until August 12, 2022

  • Members $850.50 + Registrant tax
  • Non-members $1120.50 + Registrant tax) 

Regular Registration 

  • Members $945.00 + Registrant tax
  • Non-members $1245.00 + Registrant tax
Corporate Price: 20% off for a team of 4 and customized pricing for a team of 5 or above. Contact Alisha Seguin at aseguin@supplychaincanada.com 
OVERVIEW:

Information Technology (IT) procurement can be complex, covers a broad range of IT acquisitions and is often associated with a relatively high failure rate.  Whether you are procuring off-the-shelf software or a customized IT system/software, this interactive 2-day course will provide you with strategies to improve your IT procurement and contracting practices and avoid the most common pitfalls.

Part 1 – IT Procurement
The first part of this course will provide valuable lessons learned, address challenges, pitfalls and risks, and illustrate using research studies and other sources why many IT procurements fail. This course will provide a review of basic IT terminology and procurement methodology with a focus on what can work well in IT procurement. You will also learn multiple strategies for IT procurement success such as building the right team, use of a needs analysis, drafting a statement of work, due diligence and containing maintenance costs.

Part 2 – Selected IT Contracting Basics
The second part of this course will cover some of the fundamentals of IT software contracting, provide a simplified contractual framework, review the negotiation of various IT contractual clauses and provide some other strategic contracting tips.

Learning Outcomes:

Part 1 – IT Procurement

  • IT procurement – What is it?
  • Understand the challenges and key pitfalls in IT procurement
  • By exploring the challenges and key pitfalls in IT procurement you will increase your ability to run a better IT procurement process to maximize the value your organization receives
  • Why do so many IT projects fail?
  • Learn from research studies, case studies and other sources why IT projects typically fail and capture the lessons learned to improve your IT procurement process
  • Basic Terminology
  • Learn to navigate basic software and licensing terminology that will be used in the course
  • Plan effectively to improve your IT procurement
  • Explore the use of an IT needs analysis and other key planning tools to ensure that you are prepared for going to market with your IT needs
  • RFx Continuum
  • Find the best procurement fit on the RFx Continuum, look at innovative methodologies (such as Competitive Dialogue and Agile) and zero in on a methodology that fits your IT procurement needs and institutional practices
  • Review how CFTA can significantly impact the pre-RFx procurement process
  • Explore strategies for success, such as
  • Review the components of an IT needs analysis and explore its impact on IT procurement
  • Build the right team
  • Examine due diligence as part of the procurement planning process
  • Use and development of a Statement of Work
  • Deal with global suppliers
  • Explore and make effective use of practices that can be used in IT procurement – technical briefings, data room, proof of concept validation, demonstrations
  • Contain maintenance and other costs
  • Understand how performance measurements can assist
  • Consider transition strategies upfront
  • Use of cyber liability insurance, certifications and standards
  • Change Management
  • Learn how to establish a process that will ease the inevitable stress associated with change
  • Moving your procurement process to contract
  • Examine strategies (such as negotiation and best and final offer (BAFO)) that can be embedded in your procurement process to finalize the contract

Part 2 – Selected IT Contracting Basics

  • Overview of a simplified IT contractual framework
  • A multi-part IT contractual framework will be presented and explored based on Scope, Services, Risk Allocation, Contract Management and Exit Plans
  • Negotiating various contractual clauses
  • The concepts behind specific IT contracting clauses, in each area of the contractual framework presented, will be reviewed individually, for example, scope and grant of license, indemnification and related clauses, maintenance, and software escrow issues
  • Contracting tips
  • Acquire concrete tips for purchasing or licensing IT systems using the contractual framework presented, such as avoiding hedges concerning acceptance testing and warranties, service levels, audits and transitioning to a new supplier
  • Consideration of various matters when contracting for cloud computing services
  • Cloud Computing

Review and explore

  • What is cloud computing
  • Cloud computing models
  • Key cloud services – SaaS, PaaS, IaaS
  • Uses, benefits and risks
  • Selected licensing/contractual terms
  • SaaS v. On-Prem Software Agreements
  • Consider a comparison of various key provisions
  • Subscribing and evaluating SaaS
  • Licensing models
  • Security and data protection
  • Integration requirements
  • Contractual terms and conditions
  • Financial and business considerations
  • Review selected metrics for evaluating SaaS
  • Explore additional tips for subscribing for and evaluating for SaaS
  • Migration from On-Prem to cloud considerations
  • Given current technology adoption in cloud and SaaS type models, it is conceivable that during the lifetime of a contract a service provider may decide to move its customer base to from On-Prem to the cloud
  • Review some of the contractual considerations that would need to be addressed before such a move
  • Consideration of various matters when contracting for cloud computing services
  • Using a network agreement as part of the transaction
  • Review the critical importance of a network agreement and examine its individual components
  • Transitions During a Crisis
  • Look at the current environment and its impact on supply chains as a path to change
  • IT Transactions During a Crisis
  • In this current environment gain some insight to IT transactions by addressing some key clauses, risks and strategies
  • Considerations after signing the contract

Note: This course is a designated mandatory elective course (candidates must choose 2 of 4 courses) for the Diploma program at the Supply Chain Canada, Ontario Institute

Instructor: Debby Shapero Propp


Debby Shapero Propp is a commercial lawyer with a focus on procurement, technology and health law and has provided legal services in the private, public and broader public sectors for over 25 years.  Debby both provides advice on challenging procurement initiatives and major group procurements and develops and implements procurement processes and related agreements. Debby acts for her clients in major technology acquisitions and negotiations for both traditional and emerging technologies.

Debby is a seasoned and dedicated public presenter and instructor and regularly teaches across Canada. Drawing on her experience working both with a wide range of clients and as in-house counsel, over the last number of years Debby has developed practical and well-received professional development seminars that are being presented across Canada for private, public and broader public organizations. Debby also regularly writes for Canadian publications.

Debby is a founding and active member of the Health Lawyer Network, which provides a broad range of legal and educational services.

Debby has been recognized as one of the 100 Influential Women in Canadian Supply ChainTM  and is the only recipient in the Legal Services Category (https://scma.com/en/news/international-womens-day-2019)

For more information about Debby, you can visit her website atwww.shaperopropp.caor contact her atdebby@shaperopropp.ca

Seminar Cancellation/Refund Policy: A full refund will be issued on cancellations received in writing at least 10 business days prior to the seminar/course start date. An administration fee of $150.00 is applicable if notification is received between three and nine days prior to start date. Thereafter no refund will be available. Substitutions and transfer of registrations is permissible when received in writing three business days before the seminar/course start date.

REGISTER

Project Management for Supply Chain Professionals11.02.22

Workshop Dates:
November 2 - 9:00AM - 12:30PM EST
November 3 -  9:00AM - 12:30PM EST
November 9 -  9:00AM - 12:30PM EST
November 10 -  9:00AM - 12:30PM EST

CPD: This Seminar is worth 10 CPD Points

Early Bird Registration until October 16, 2022

  • Members $850.50 + Registrant tax
  • Non-members $1120.50 + Registrant tax

 Regular Registration:

  • Member: $945 + Registrant Tax
  • Non-Member: $1,245 + Registrant Tax

Corporate Price: 20% off for a team of 4 and customized pricing for a team of 5 or above. Contact Alisha Seguin at aseguin@supplychaincanada.com

Overview:
Supply chains have become ever more disrupted and organizational goals more flexible. As change accelerates for both the individuals and the organizations, they are a part of. Achieving organizational objective will require a different approach than a fixed set of resources executing upon the same activities year over year. Project management allows for agility in duration, resources, and execution. At its best it transcends the ‘silo-ed’ approach many organizations still use in solving problems and achieving objectives. If we leverage the best of the Project Management toolset objectives are met more quickly, challenges resolved more effectively, and more value created. This program will explore utilizing a project approach to generate incremental value and provide understanding of the fundamentals of project management.

Project success or failure has traditionally been based on and measured by performance against the triple constraint: on-scope, on-time, and on-budget. This framework has stood the test of time however often results in a failure to maximize value and sustainability. The breadth of stakeholder expectations and the increasing levels of in project change,  negatively affect the realization of intended benefits and compromising client, customer or internal user satisfaction. In other words, since projects happen with and through people, leadership and soft skills – beyond the basics of project management – are needed to succeed.

This workshop begins with a section covering the fundamentals of project management, addressing the basic processes, knowledge areas, and criteria relevant to executing tasks on a project basis . It then progresses to cover a more comprehensive view of the factors driving project success and winning approaches to be successful. Typical project management frameworks, tools and templates are laid out with participants getting to practice execution live in a ‘virtual break-out’ setting.  This includes understanding and working to the perspectives of different kinds of stakeholders (especially customers / clients / users), being (and staying) 'on-strategy', as well as working more effectively with the project team itself. It also takes highlights how project management is changing in the digital age and how project managers need to adapt to be successful in the years to come. The instructor will share insights and some practical tips from their own experience in leading small projects to large-scale, cross-functional transformation programs. There are a range of ideas and tools that you will be expected to apply to your organization to highlight key learning points and facilitate application within your own organization.

As a project leader, project team participant, sponsor or key stakeholder, attend this workshop to learn about project and program management approaches that exceed expectations and the related soft skills required to take your discipline to the next level!

Learning Objectives

  • Become familiar with the fundamentals of project management, including relevant processes, knowledge areas, terminology, tools, templates and frameworks
  • Acquire a comprehensive understanding of project success, key success factors and the stakeholder expectations management
  • Understand when an objective can best be achieved through project management rather than more generic operations management
  • Gain insight into the implications of project success factors in relation to effectiveness, benefits realization, project team health and customer satisfaction
  • Utilizing exercises and selected tools to develop skills geared  to working with various kinds of stakeholders and achieving high levels of project success – beyond the triple constraint!

Instructor: Simon Brown

Simon has led transformation projects across operations and IT. He blends a deep understanding of Supply Chain operations and procurement process with his background as a leadership facilitator and negotiator. His practical approach to managing change by engaging the person in front of you has proven itself across industries and project areas.

Supply Chain Transformation:

  • Led multiple Procurement assessment and upskilling projects
  • Led three year SCM transformation creating and redefining entire supply chain from source of supply through to customers. Redefining all relationships and implementing new ERP and SCM systems.
  • Developed automated materials handling operation reducing invoice time from 30 days to real time whilst reskilling entire team
  • Retrained and refocused strategic change team to deliver cross business change programs

 Training and Procurement:

  • Created Procurement training academy leveraging focused assessed modules
  • Led Change initiatives
  • Coached clients through application of procurement best practice
  • Created training needs assessment and plans
  • Expert in Stakeholder engagement
  • Created communication plans and strategies
  • Delivered change projects across UK, Canada and USA

 A Graduate of Portsmouth University (UK) with an MBA in Business Administration, and multiple psychometric certifications and professional designations. He is passionate about maximizing the value each individual creates from their interactions.

Seminar Cancellation/Refund Policy: A full refund will be issued on cancellations received in writing at least 10 business days prior to the seminar/course start date. An administration fee of $150.00 is applicable if notification is received between three and nine days prior to start date. Thereafter no refund will be available. Substitutions and transfer of registrations is permissible when received in writing three business days before the seminar/course start date.

REGISTER

Capital Equipment Procurement and Contracting11.30.22

Workshop Dates:
November 30 - 9:30AM - 12:30PM EST
December 1 - 9:30AM - 12:30PM EST
December 7 - 9:30AM - 12:30PM EST
December 8 - 9:30AM - 12:30PM EST

CPD: 10 CPD Maintenance Credits

Early Bird Registration until October 14, 2022

  • Member: $850.50 + Registrant tax
  • Non-Member: $1120.50 + Registrant tax

Regular Registration

  • Member: $945.00 + Registrant tax
  • Non-Member: $1245.00 + Registrant tax

Corporate Price: 20% off for a team of 4 and customized pricing for a team of 5 or above. Please contact Alisha Seguin at aseguin@supplychaincanada.com 

Capital equipment procurement is often expensive, has a high level of complexity, may have limited suppliers and often has a technology component.  Whether you are buying industrial equipment or any heavy machinery, this session will provide you with strategies to deal with the current challenges of capital equipment procurement and contracting.  Recognizing that most entities have procurement processes in place, this session aims to enhance and facilitate your procurement process, not replace it.  

Attend the session and learn about topics such as multiple stakeholder interests, total cost of ownership, unique equipment requirements, post warranty support, and dealing effectively with global equipment vendors.

The session will address issues from the time the procurement need arises to contract completion, aiming to enhance and facilitate your current procurement process whether in the public or private sector.

This interactive session will include a review of practical take-away strategies, sample documentation, and exercises that will assist you in dealing with your day to day capital equipment procurement and contracting issues.

Program Overview and Learning Outcomes

Part 1

  • Recognize the challenges of capital equipment procurement and contracting
  • Strategic perspectives in your RFX - practices to consider and practices to avoid
  • Focus on the often-overlooked areas of planning and design in equipment procurement
  • Review the RFX Continuum - zero in on a methodology that fits your equipment procurement needs; and participate in discussions on different procurement methodologies
  • Examine how to effectively use templates in procurement
  • Learn tips for making the right equipment purchase
  • Review questions to answer before your equipment purchase
  • Discuss lease versus buy considerations
  • Explore equipment requirement strategies
  • Review supplemental evaluation processes
  • Address technical specification requirements under CFTA and CETA
  • Consider key risk items and apply concrete strategies to mitigate the procurement risk, including establishing equipment specification requirements, costly equipment support, and dealing with incumbent suppliers and disgruntled global suppliers
  • Examine strategies that can be embedded in your procurement process to finalize the contract

Part 2

  • Finalizing the contract – review and discuss contractual provisions specific to equipment contracts
  • Review costing, services and support, and turnkey and site planning considerations
  • Familiarize yourself with selected 2020 INCOTERMS that will impact equipment purchases
  • For equipment leases: examine various types of equipment leases, key components of an equipment lease, options for financing an equipment lease, and selected risk areas in equipment leasing


Instructor:
 
Debby Shapero Propp


Debby Shapero Propp is a commercial lawyer with a focus on procurement, technology and health law and has provided legal services in the private, public and broader public sectors for over 25 years.  Debby both provides advice on challenging procurement initiatives and major group procurements and develops and implements procurement processes and related agreements. Debby acts for her clients in major technology acquisitions and negotiations for both traditional and emerging technologies.

Debby is a seasoned and dedicated public presenter and instructor and regularly teaches across Canada. Drawing on her experience working both with a wide range of clients and as in-house counsel, over the last number of years Debby has developed practical and well-received professional development seminars that are being presented across Canada for private, public and broader public organizations. Debby also regularly writes for Canadian publications.

Debby is a founding and active member of the Health Lawyer Network, which provides a broad range of legal and educational services.

Debby has been recognized as one of the 100 Influential Women in Canadian Supply ChainTM  and is the only recipient in the Legal Services Category (https://scma.com/en/news/international-womens-day-2019)

For more information about Debby, you can visit her website at www.shaperopropp.ca or contact her at debby@shaperopropp.ca


Seminar Cancellation/Refund Policy
: A full refund will be issued on cancellations received in writing at least 10 business days prior to the seminar/course start date. An administration fee of $150.00 is applicable if notification is received between three and nine days prior to start date. Thereafter no refund will be available. Substitutions and transfer of registrations is permissible when received in writing three business days before the seminar/course start date.

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WHO SHOULD ATTEND?

This workshop is designed for wide-range of professionals involved in Supply Chain Activities (procuring goods, services, construction, consulting) within the private sector and public sector organizations (Municipal, Provincial and Federal government, Universities, Hospitals, School boards, Colleges and other government agencies) where they are directly or indirectly involved in procurement activities and influencing the procurement outcome.

The professionals including Project Managers, Evaluation Team members, Logistics professionals, Category Specialist, Procurement Analyst, Procurement Managers, Business Analysts, Subject Matter Experts (SMEs), Contract Managers, HR, IT, and Finance Professionals would greatly benefit  and gain confidence from this workshop where they would understand the procurement risks and gain knowledge around the best practices for managing those risks to improve the overall bottom line of their organization.

Price
$851
$1,121
$945
$1,245
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Thank you for interest!

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