[ppt]executive management purchasing and...
TRANSCRIPT
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WA State Executive Management
Purchasing & Procurement Training Course
Date: 03/31/2015
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2© WA Department of Enterprise Services
Resource GuideUse the resource guide for definitions, tips, and other assistance with purchasing, procurement, and contract management.
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3© WA Department of Enterprise Services
Course ObjectivesUpon completion of this course, participants will:
1. Become familiar with the intent of RCW 39.26 Procurement Reform in Washington.
2. Understand the Executive Management role and responsibilities for purchasing, procurement and contracts.
3. Describe purchasing and procurement functions and processes.
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COURSE INTRODUCTIONDISCLAIMER:AT THE TIME OF THIS PUBLICATION MARCH 30, 2015 ALL MATERIALS AND RCW’S REFERENCED ARE CURRENT. UPDATED COURSE WORK WILL BE MADE AVAILABLE IF AND WHEN REVISIONS ARE NEEDED. AS ALWAYS, CONFIRM CURRENT RCW REFERENCES.
Training CreditCourse Overview
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5© WA Department of Enterprise Services
Training Credit
You will receive credit for your
participation in this training course.
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6© WA Department of Enterprise Services
Course OverviewSection One
Introduction to
Purchasing, Procurement & Contract Management
Training
Section Two
The Purchasing
and Procuremen
t Process
Section
Three
The Contract
Management Process
Section Four
Before Things Go
Wrong
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INTRODUCTION TO PURCHASING, PROCUREMENT & CONTRACT MANAGEMENT TRAINING
Procurement Training ProgramTrained Professional StaffExecutive Roles in Purchasing, Procurement, & Contract ManagementKey Aspects of RCW 39.26Washington State EthicsProfessional Ethics
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8© WA Department of Enterprise Services
Procurement Training Program
What changed under the new law, RCW 39.26?
Who will participate in this training and certification program?
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9© WA Department of Enterprise Services
Key Aspects of the Procurement Reform Law
RCW 39.26Delegation of Authority – Risk Assessment
Competition
Transparency
Social Responsibility
Performance Based Contracting
Training
Debarment
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10© WA Department of Enterprise Services
Washington State Ethics
RCW 42.52Gifts
Conflict of Interest
Gain or Influence
Decisions Based on Merit
Post State Employment
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11© WA Department of Enterprise Services
Collaboration and Critical Thinking
Good Judgment
Collaboration
Procurement Reform
Procurement is a collaborative team effort that includes procurement and contracting professionals who exercise good judgment and critical thinking
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12© WA Department of Enterprise Services
Professional Staff Training
Current Courses
•Small Purchases•Purchasing & Procurement 101•Contract Management 101•Procurement Ethics•Executive Management
Anticipated Courses
•Certification path for Procurement Professionals•Information Technology Academy•Best Value Purchasing & Procurements•Negotiations•Performance Based Contracting•Small and Diverse Business Outreach
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13© WA Department of Enterprise Services
The Role of Executive ManagementIn Purchasing, Procurement, & Contract Management
Strategic Vision
• Provide strategic vision and support for procurements and contracting
Executive Sponsorship
• Supports and authorizes the procurement and contracting functions
Delegation of Authority
• Ultimately responsible for the purchase of goods and services within the organization
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THE PURCHASING & PROCUREMENT PROCESS
Types of AcquisitionsProcurement StepsPurchasing & Procurement RolesRisk Mitigation in Purchasing & Procurement
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15© WA Department of Enterprise Services
Types of AcquisitionsSmall Purchases
Direct Buy Purchases
Competitive Procurements
Sole Source Contracts
Emergency Purchases
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16© WA Department of Enterprise Services
Procurement Process1. Identify the Need and Outcomes
2. Communicate Need Within Agency
3. Identify Scope, Timeline and Requirements
4. Identify Vendors
5. Define Scope and/or Statement of Work6. Communicate Formal Need With Vendors
7. Evaluate Vendors
8. Select Vendor
9. Negotiate Contract
10. Contract Execution and Management
Pla
nnin
g P
hase
Sol
icita
tion
& S
elec
tion
Pos
tP
rocu
rem
ent
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17© WA Department of Enterprise Services
Purchasing and Procurement Roles
Procurement
Professional
Subject Matter Expert
& Contra
ct Manag
er
Executives,
Managers, and
Administrator
sWho are the purchasing, procurement, and contract manager staff in your agency?
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18© WA Department of Enterprise Services
Risk Mitigation in Purchasing & Procurement
Planning
Staff Training
Labor Relations
Conflict of Interest
Source of Funding
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THE CONTRACT MANAGEMENT PROCESS
Types of ContractsContract IssuesRisk Mitigation in Contract ExecutionReasons to Walk AwayContract Management CommunicationContract Management Risk MitigationContract Execution & Critical ThinkingRisk Mitigation in Contracting
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20© WA Department of Enterprise Services
Types of Contracts Covered
Goods / Service Contracts
Client Service Contracts
IT Goods & Services
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21© WA Department of Enterprise Services
Contract Issues
Writing the Contract Thresholds
Signature Authority
Contract Justification
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22© WA Department of Enterprise Services
Risk Mitigation in Contract Execution
Contract Agreements
Contract Review
Verbal Agreements
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23© WA Department of Enterprise Services
Reasons to Walk AwayTerms and Conditions
Financial IssuesLegal
RequirementsProject Cancelled
Discovery of Misconduct/Ethics
ScopePerformanceMisleading information
False information
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24© WA Department of Enterprise Services
Risk Mitigation in Contract Management
Processes
Planning
Documentation
Contract Manager Transfer
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BEFORE THINGS GO WRONG
What Should You be Concerned About?Keys to SuccessResources
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26© WA Department of Enterprise Services
What Should You be Concerned About?
Agency Executives, Managers,
Administrators
Budget Authority
Audits
Contract Non-Compliance
Corrective ActionsEfficiency for
your Agency
Accountability
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27© WA Department of Enterprise Services
Keys to SuccessWhat do you have in your toolbox?
Strategy to protect the
agency
Staff qualified to do the work
Clearly defined scope
IT procurement-specific risk
mitigation
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28© WA Department of Enterprise Services
ResourcesWho do you have on your team?
• Purchasing and Procurement staff• Contracts staff• DES staff and resources• Assigned AAG
As early as possible, bring the right people onto your team
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Questions after the training? Call Cheryl Shaw, Contracts, Procurement, and Risk Management Training Manager at(360) 407-9376.
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The Department of Enterprise Services is your partner and is here to help you with your procurement needs. Please contact us at (360) 407-2210.