All prices are in Canadian dollars.

Information Technology Procurement and Related Contracting

Date:   Apr 16, 2018 - Apr 17, 2018
Time:   8:30 AM (EDT)
Location:   SCMAO
2704-1 Dundas Street West
Toronto, ON

IT procurement can be highly 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 two day session will provide you with strategies to improve your IT procurement and contracting practices and avoid the most common pitfalls.

Part 1 will provide valuable lessons learned, address challenges, pitfalls and risks, and illustrate using research studies and other sources why many IT procurements fail.  This session 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 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.  

If you want to address ways to improve IT procurement in your organization and to start understanding IT contracting, whether in the public or private sector, this workshop including interactive exercises will have something to offer you.

 

Program Overview and Learning Objectives:

Part 1 – IT Procurement

IT procurement – What is it?

Understand the challenges and key pitfalls in IT procurement
By understanding 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 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 session

Plan effectively to improve your IT procurement
Explore the use of a 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 and zero in on a methodology that fits your IT procurement needs and institutional practices

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 and others
  • 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 – purchasing or licensing IT systems
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

Using a network agreement as part of the transaction
Review the critical importance of a network agreement and examine its individual components



This seminar is worth 10 Continuous Professional Development (CPD) Maintenance credits.


Facilitator: Debby Shapero Propp, 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 20 years. She acts for her clients in major technology acquisitions, negotiations for both traditional and emerging technologies such as IT contract management, software licensing, consulting and professional service agreements.

 

Seminar Cost:

  • Members $945.00 + HST (13%)
  • Non-members $1145.00 + HST (13%)


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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