Day 1 - Thursday, May 1, 2014

Registration Opens and Coffee Served
Opening Remarks from Co-Chairs

Brenda Swick
McCarthy Tétrault LLP

Brian Soutar
Executive Director, Project Services Branch
Alberta Infrastructure

Preparing for the Comprehensive Economic and Trade Agreement (CETA)

Brenda Swick
McCarthy Tétrault LLP

  • What impact will this agreement have on federal, provincial, and municipal government procurement?
  • What will the enforcement mechanism look like?
  • What will the dispute settlement mechanism look like? How will this impact provinces and municipalities?
  • How will CETA impact infrastructure procurement?
  • What will be the impact of Ontario’s “Local Knowledge” requirement in relation to CETA and infrastructure procurement contracts?
  • Strategies for the MUSH sector to overcome the anticipated significant administrative costs and litigation risks arising from:
    • Expanding the scope of procurement practices
    • Reporting upon, accounting for and defending procurement choices
    • Compensating unsuccessful bidders where CETA procedures are not strictly observed
  • Critical new developments under other key trade agreements, including Buy America, AIT, TPP, WTO, Canada-US Agreement on Government Procurement, and their implications to the public procurement process

Utilizing Public Procurement to Drive Economic, Environmental and Social Outcomes

Tim Reeve
Reeve Consulting

  • Can innovation be driven through public procurement?
    • What are the challenges of using public procurement to stimulate innovation?
  • The Canadian experience in procuring the best solution to a problem versus procuring the best product to spur innovation
  • Scotland’s experience in leveraging procurement for community economic, environmental and social benefits
  • How to navigate trade agreements and still get local benefits
  • How successful has public procurement for the purpose of economic development been?

Networking Coffee Break
Collaborative Procurement and Lessons Learned from the Ontario Education Collaborative Marketplace

Terry Kyritsis
President & Chief Executive Officer
Ontario Education Collaborative Marketplace

  • What is the right model? Multi-sector or Single-sector?
  • What are the value drivers?
  • How to drive collaborative purchasing
  • How to find the right mix of products
  • Should collaborative procurement be voluntary or driven by government?
  • What is the impact on local economies when procurement is centralized?
  • How to measure supplier performance in a centralized environment versus a de-centralized one
  • Are there opportunities for collaborative procurement across different levels of government and inter-provincially?
  • How to work effectively with other jurisdictions
  • Strategies for employee engagement

Transforming Public Procurement Organizations into Strategic Enterprises

Cris Munro
CM2 Ventures

  • What does “strategic” really mean?
  • What factors need to be in play for public organizations to move forward?
  • How can procurement be strategic for business and government
    • In a multifaceted procurement organization, how do we work with competing and conflicting objectives?
  • What value can procurement offices bring to the public sector?
  • What can the public sector learn from the private sector?
  • How to measure internal performance
  • How to work through stalls along the road

Networking Luncheon for Speakers and Delegates
Risk Management Lessons from Public-Private Partnerships

Judy Wilson
Blake, Cassels & Graydon LLP

  • What risks are key ones to properly allocate in P3 transactions?
  • How to manage risk associated with P3s
    • What are the appropriate risk management tools
    • How to create P3s that truly transfer risk to the private sector entity
  • How to develop P3s so that cost, overhead and risk are reduced

Best Practices in the Bundling of Construction Projects

Glenn W. Ackerley
WeirFoulds LLP

  • The origins of bundling and its relationship to P3s
  • What challenges are associated with project bundling?
  • What are the advantages of bundling?
  • What is the purpose of bundling projects?
  • Can bundling save money?
  • How to determine the optimum number of projects to bundle
  • What are the implications of Local Knowledge on bundling?
  • What has been the impact of bundling on small business?
  • Do small businesses have the capacity to deal with bundled projects?
  • What risks are associated with bundling? How do you manage these risks?

The City of Lethbridge’s Experiment with the Dialogue RFP Process: Reducing Risk by Engaging in Dialogue

Craig Milley
Procurement Services Manager
City of Lethbridge

  • What are the two biggest reasons most projects fail?
  • Why do we need more flexible procurement formats?
  • What is a Dialogue RFP?
  • Can public purchasing entities use this format?
  • How effective is this method?
  • Are there net benefits to be achieved through the use of negotiation techniques in public procurement?
  • What is the feedback from vendors and other stakeholders?
  • How have results/outcomes been measured?

Networking Coffee Break
Strategic and Compliant Bid Evaluation and Vendor Selection

Ryan R. Chalmers
Dentons Canada LLP

  • How to develop appropriate and balanced evaluation criteria to evaluate submissions from suppliers
  • How to form an evaluation committee
  • How to determine whether or not a bid is compliant
  • How to qualify a supplier
    • What questions should be asked?
  • How to determine whether suppliers are working within acceptable ethical standards
  • When should a supplier be barred from bidding?
    • How to bar a supplier in an open and transparent manner
    • What are the new rules pertaining to debarment?
  • What alternatives are there to lowest bid selection?
  • What are the merits and pitfalls of qualifications-based selection?

Public Sector Construction Procurement Strategies

John H. Walker
Hill Walker Inc.

  • Traditional and non-traditional construction procurement arrangements
  • How to ensure value for money
  • What risks are typical for construction projects and how should owners manage these risks
  • What types of transaction costs are involved in different construction procurement arrangements?
  • How do different procurement arrangements impact the owner’s control over design and specifications
  • Considerations for developing appropriate performance specifications
  • Public sector constraints
  • What criteria should be used in selecting an appropriate supplier?

How to Apply for and Win the National Procurement Institute’s Achievement of Excellence in Procurement Award

Gwen Barr
Procurement Manager – Design and Construction, Materials Management Branch Corporate Services Department
City of Edmonton

  • What are evaluation criteria for this award? Who is eligible?
  • How do Canadian public and MUSH sector agencies apply for this award?
  • How has Edmonton managed to win this award for 14 consecutive years?
  • What benefits has the City of Edmonton achieved by winning this award?

Co-Chairs Closing Remarks – Conference Concludes