All prices are in Canadian dollars.

Information Technology Procurement and Related Contracting

Date:   Jan 15, 2019 - Jan 16, 2019
Time:   8:30 AM (EST)
Location:   SCMAO
1 Dundas Street W, Suite 2704
Toronto, ON

Information Technology Procurement and Related Contracting

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 – IT Procurement

The first part of this session 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 – Selected IT Contracting Basics

The second part of this session 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 Outcomes

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 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 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

  • 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.

Note for Diploma students:

This course can be taken as 1 of the 4 elective course towards your Diploma program.




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 $1245.00 + HST (13%)
      • Included with the registration fee, non-members receive a 1-year membership in the SCMAO


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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