Kingston Brochure - May 30 2016 · A 6‐PACK OF AVOIDABLE, SEEMINGLY DIFFICULT, MAJOR RFP PROBLEMS AND THEIR SIMPLE SOLUTIONS - Michael Asner 9:30 am - 10:00 am Extended Break due

58TH OPBA CONFERENCE SEPTEMBER 28 - 30, 2016

KINGSTON, ONTARIO

WHEN FOUNDATIONS ARE SOLID

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YOUR 2016 OPBA CONFERENCE HOST COMMITTEE

58TH OPBA CONFERENCE

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For the first me in many years, the 58th annual OPBA conference will be hosted in our eastern region, in the beau ful LIMESTONE City of Kingston, Ontario, right on the mouth of Lake Ontario and the St. Lawrence River. Your 2016 Host Commi ee has made a commitment to crea ng a memorable learning and sharing experience to provide you with a conference full of educa onal, networking, and team building opportuni es. We hope you will join us for three full days of business workshops, con nued tradi ons, and some new adventures including a vendor trade show, and a sunset cruise through the gateway to the 1000 Islands. Bring your working, walking, golfing and dancing shoes! It’s me to celebrate and build on our founda on!

The hands of many and the efforts of an en re group are required to build the Inukshuk. They are the result of a consensus of pur-pose, of focused ac on by a group united in its goal and labour. The Inukshuk are the product of coopera on, teaching us that as good as our individual efforts may be, together we can do even greater things. Each stone is a separate en ty. Each supports, and is supported by, the one above and the one below. No one piece is any more or less important than the other. Its strength lies in its unity.

Its significance comes from its meaning as a whole. What is true about the Inukshuk is true about people. Each individual en ty alone has significance. As part of a team, each of us supports, and is supported by another. We are united by our common goals, and together, we are part of a greater whole. The Inukshuk are a symbol of the human spirit. They recognize our ability to succeed with others, where we would fall alone. They remind us of our need to belong to something greater than our-selves. They reinforce our ability to commit to common goals. Everyone needs to know they are making a difference … in their jobs, to their colleagues, to whatever tasks they devote their me, energy and enthusiasm. The Inukshuk acts as a reminder to all of us that our efforts are appreciated, and the difference we make today, does count in all our tomorrows.

CONFERENCE WELCOME!

ABOUT OUR LOGO


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As public agencies our membership understands the need to do more with less. With that in mind, your host commi ee and OPBA Board of Directors have a community giveback ini a ve that provides an oppor-tunity for our membership to say thanks to our Host Communi es. In considering the many deserving chari es in the City of Kingston, your Host Commi ee chose:

Each month, Kingston General Hospital and Hotel Dieu Hospital provide treatment for about 100 children with serious, complex, or chronic medical problems. On average, these children must stay in hospital for 26 days per year. Many must wait months, or even years, before knowing the comfort and security of home.

Un l "going home day" families have plenty of worries ... the recovery of their child is foremost of course, but there's also the strain of bedside "shi s", finding and paying for meals in an unfamiliar city, costs for parking and gas, loss of income, exhaus on, child care for siblings, disrup on of family life, divi-sive pressures on marriages, and serious psychological strain on siblings.

Almost Home will help ease these intense stresses. Coordina ng the support services and opera ng a large home, requires me and money. Approximately $280,000 per year is needed.

Almost Home is helped by volunteers who contribute hundreds of hours per week in housekeeping, management, program planning, fundraising and board work. The families who stay at Almost Home contribute by cleaning, laundering their own linen, suppor ng other families and other household chores.

Almost Home does not receive provincial or federal government funds to operate.

Please join us at our Charity Casino: Wednesday, September 28, 2016 (following the Team Building Ac vity)

8:30 pm—10:30 pm—Old Stones Lounge

COMMUNITY GIVE-BACK!


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A ending a professional development conference for the first me can be very in mida ng, par cularly if you are not a ending with friends. At some point in me we’ve all been there! Your 2016 conference commi ee knows how difficult it can be when you’re not familiar with the program or ac vi es and we truly want you to enjoy this conference. In the months of planning for this event we’ve con nuously referred to the growing list of mem-bers new to our organiza on.

Our “When Founda ons are Solid” theme reflects our intent to provide a program

that provides value to those who’ve been in public procurement for many years and also for those who are in the early stages of their career. This is your opportunity to explore new ideas, reaffirm what you already know, network, and discover the wealth of knowledge available to you as a member of the OPBA. So come out and join us, you’re about to meet and make some really great friends!!

Tips for first me a endees: Arrive at the conference early and get comfortable with the facility before your days become too hec c. Locate the Registra on/Informa on Desk, these volunteers are invaluable and know everything about the conference. Always keep your map and program on hand so you know where things are happening. Don’t be afraid to speak up and ask ques ons. Dress Code is Casual. First mer’s meet and greet is on the Boat Cruise, wear appropriate clothing

and footwear. Par cipate in everything!

IS THIS YOUR FIRST OPBA CONFERENCE?


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Tuesday, September 27, 2016

7:00 am ‐ 10:00 am Informa on/Registra on Desk

12:30 pm - 6:00 pm 8th Annual Caveat Emptor Cup Challenge—RMC Garrison Golf Course

6:00 pm - 11:00 pm 8th Annual Caveat Emptor Cup 19th Hole - Old Stones Lounge

8:00 am ‐ 5:00 pm Informa on/Registra on Desk

7:00 am - 8:30 am Breakfast - NIGP & OPBA Courses Only

8:00 am - 5:00 pm NIGP Course– ALTERNATE DISPUTE RESOLUTION (ADR) - Kenneth Haysle e

8:30 am - 3:30 pm OPBA Principles Course‐ INTRODUCTION TO PUBLIC PURCHASING— Michelle Palmer

11:30 am - 12:30 pm Lunch / OPENING CEREMONIES

12:30 pm - 1:45 pm ATTITUDE IS EVERYTHING! - Master Corporal Jody Mi c, Re red Canadian Forces Elite Sniper

1:45 pm - 2:45 pm TOWARDS AN ACCESSIBLE ONTARIO: WHAT YOU NEED TO KNOW ABOUT ONTARIO'S ACCESSIBILITY LAWS - Seema Opal

2:45 pm - 3:15 pm Break / Hotel Check-in

3:15 pm - 4:00 pm HUMOUR IN PUBLIC PROCUREMENT—Michael Asner

4:00 pm - 5:00 pm MEMBERS’ CONNECT: LEADING & MANAGING IN A COMPLEX WORK ENVIRONMENT - Dr. John Conrad

5:45 pm - 6:30 pm FIRST TIME ATTENDEES MEET/GREET (aboard top deck of The Island Queen Boat Cruise)

5:45 pm - 8:00 pm TOTAL TEAM BUILDING ACTIVITY - aboard The Island Queen Boat Cruise (boarding 5:45, Cruise departs 6:00 pm) Guest Facilitator - Carolyn Hamilton-Kuby Dress in appropriate Outwear and footwear (e.g. Jacket and Runners)

8:30 pm - 10:30 pm Hospitality Charity Casino with proceeds to Almost Home, Kingston

10:30 pm - Midnight Hospitality / Games Suite


2016 CONFERENCE AT A GLANCE

Wednesday, September 28, 2016

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8:00 am - 5:00 pm Informa on/Registra on Desk

7:00 am – 8:30 am Breakfast

8:00 am - 5:00 pm NIGP Course ‐ ALTERNATE DISPUTE RESOLUTION (ADR) - Kenneth Haysle e

8:00 am - 5:00 pm NIGP Course ‐ ADDING VALUE TO PROCUREMENT PROCESS - Darin Ma hews

8:30 am - 3:30 pm OPBA Principles Course– COMPETITIVE BIDDING— Tina Iacoe

8:00 am - 6:00 pm VENDOR TRADE SHOW

8:30 am - 9:30 am A 6‐PACK OF AVOIDABLE, SEEMINGLY DIFFICULT, MAJOR RFP PROBLEMS AND THEIR SIMPLE SOLUTIONS - Michael Asner

9:30 am - 10:00 am Extended Break due to VENDOR TRADE SHOW

10:00 am - 11:00 am ACQUIRING DESIGN AND CONSTRUCTION SERVICES: INTENTIONALLY - Franklin Hol orster

11:00 am - 12:00 pm NIGP WHITE PAPER ‐ THE HEALTHY AGENCY ‐ SUPPLIER RELATIONSHIP GUIDE - Panel Discussion

12:00 pm - 1:30 pm LUNCH AND OPBA Annual General Mee ng

1:30 pm - 2:30 pm NEGOTIABLE RFPs: A PRACTICAL PERSPECTIVE - Eddy Jin

2:30 pm - 3:00 pm Extended Break due to VENDOR TRADE SHOW

3:00 pm - 4:00 pm RETHINKING RENEWALS - Maureen Sullivan

4:00 pm - 6:00 pm Comple on of VENDOR TRADE SHOW and WINE/CHEESE

6:00 pm ‐ Midnight PRESIDENT’S GALA

6:00 pm – 6:30 pm Cash Bar

6:30 pm - 9:00 pm President’s Gala Dinner & Awards - Business Dress Casual

9:00 pm - Midnight President’s Gala Entertainment – Soul Survivors (Live Band)

11:30 pm -1:00 am Hospitality / Games Suite

Thursday, September 29, 2016



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8:30 am – 12:00 pm Informa on/Registra on Desk

7:00 am - 8:45 am Breakfast

8:45 am - 9:45 am MOCK TRIAL ‐ PART 1 ‐ CONSPIRING MINDS WANT TO KNOW - Ian Gold & Associates

9:45 am - 10:15 am BREAK & HOTEL CHECK OUT

10:15 am - 11:15 am MOCK TRIAL ‐ PART 2 ‐ CONSPIRING MINDS WANT TO KNOW - Ian Gold & Associates

11:15 am - 12:15 pm WHEN FOUNDATIONS ARE SOLID … YOU BUILD A KICK ASS ORGANIZATION! - Gary Gzik

12:15 pm - 12:30 pm Closing Address - OPBA President - Bart Menage

12:30 pm LUNCH TO GO


Friday, September 30, 2016


Denotes Con nuing Educa on (Accredited) courses towards ini al or recer fica on UPPCC Creden als

Denotes Con nuing Educa on (Non-Accredited) ac vi es towards ini al or recer fica on UPPCC Creden als


SPEAKERS & PRESENTERS

Wednesday, September 28, 2016 8:30 am - 3:30 pm Boardroom 303

OPBA Course Introduc on to Public Purchasing

Michelle Palmer

This course is the founda on for the Principles Cer ficate Program, giving an introduc on to policy and procedures, authority and agency, the public purchasing cycle and other aspects of the func on of purchasing. Candidates will be given an overview of legal considera ons purchasing staff need to know when developing and handling bid documents, deciding the best procurement op on (Tender & RFP Processes), as well as discuss centralized verses decentralized procurement systems. Essen al Elements of Public Purchasing Compe ve Bidding: Tender & RFP Processes Automated & Electronic Purchasing Central Stores & Distribu on System Specifica ons & Standardiza on Risk Management

MICHELLE PALMER is the Director of Supply Services at City of Kitchener and has more than 19 years of experience in procurement and supply chain. She started her career as a buyer in heavy equipment and automo ve man-ufacturing, before moving into the public sector in 2007. She has worked for a range of different public sector agencies including the Waterloo-Wellington Community Care Access Centre and the Region of Waterloo. She also serves as the Vice President of the Ontario Public Buyers Associa on, a role she has held since January 2014. An energe c and enthusias c speaker, Michelle teaches various Principles Cer ficate courses on behalf of the OPBA.



Thursday, September 29, 2016 8:30 am - 3:30 pm Boardroom 303

OPBA Course Compe ve Bidding

Tina Iacoe

This course gives a detailed examina on of the tendering & request for proposal processes. It in-cludes concepts, issues and the resolu on of issues rela ng to preparing and issuing the procure-ment documents as well as the ul mate receiving, opening and checking of bids. Candidates will be given an overview of the various components comprising tenders and request for proposals documents and the differences of each. Preparing and issuing the bid documents Receiving and checking the bids Evalua ng the bids & awarding Essen al components of a RFT Construc on RFT requirements RFP evalua on criteria

TINA IACOE is currently the Procurement Manager for the City of

Hamilton. She has been in the public purchasing profession for over

17 years working previously as the Purchasing Manager for the City

of Bran ord as well as with the City of Hamilton and the City of Sault

Ste. Marie. She also has previous work experience within the private

sector foodservice industry. Tina has acquired both her CPPO and

CPPB accredita ons as well as an Honours Bachelor of Commerce

Degree. She currently sits on the OPBA Execu ve Board in the role of

OPBA Treasurer and is the past Director of the Principles Program.



KENNETH HAYSLETTE is a professional consultant, speaker, and trainer special-

izing in the areas of Public Procurement, Contrac ng, Communica ons, and Per-

sonal Achievement. His passion is to assist others to become successful and thus

happier in their careers and personal life.

During his 42+ year procurement career, Kenneth has been responsible for the

centralized and decentralized procurement of almost every type of commodity,

service and construc on.

Kenneth is currently in private prac ce providing educa onal and consul ng ser-

vices to individuals, public and private organiza ons.

Wednesday & Thursday, September 28 & 29, 2016

8:00 am - 5:00 pm T.B.D. (3rd Floor)

NIGP Course Alternate Dispute Resolu on (ADR)

Kenneth Haysle e

Objec ves and Intended Outcomes

Upon successful comple on of this course par-cipants will be able to:

Jus fy the use of ADR as a means of conflict res-olu on

Evaluate dispute situa ons to determine if ADR is an appropriate means of resolu on.

Select the appropriate ADR approach for a par-cular situa on.

Modify solicita on and contract language ap-propriately to allow for ADR as a means of con-flict resolu on.

Describe the steps required to set up a success-ful ADR program in an agency.

Describe the ethical issues involved in ADR.

Descrip on

Tradi onally contract disputes have been resolved either through the government dispute process or through li ga on. This course examines other ap-proaches collec vely known as “alterna ve dispute resolu on” (ADR), overviewing the long history of ADR, the elements of ADR, and its advantages and disadvantages. The four major ADR approaches ― nego a on, media on, arbitra on and mini-trial ― are each described in terms of their processes, proce-dures and appropriate uses. The course will address the role of ethics in the use of ADR. It will also consid-er how to establish an ADR program in an agency and how to build ADR language into solicita ons and con-tracts. Prac cal examples, discussion, group exercises and case studies will be used throughout the course.



DARIN MATTHEWS currently serves as Director of Procurement for the Univer-

sity of California, Santa Cruz. He has over 20 years of management experience in

state and local government, higher educa on, and private industry.

Darin speaks throughout the world on a variety of procurement topics. Among

his many designa ons, Darin is a Master Instructor for NIGP. In 2012 he was rec-

ognized with NIGP’s highest honour—the Albert H. Hall Memorial ward. Darin is

also recipient of NIGP’s Dis nguished Service Award, and the Lewis E. Spangler

Award from the Interna onal Federa on of Purchasing and Supply Management.

Thursday, September 29, 2016 8:00 am - 5:00 pm T.B.D. (3rd Floor)

NIGP Course Adding Value to Procurement Process

Darin Ma hews

Objec ves and Intended Outcomes Upon successful comple on of this course par cipants will be able to:

Define “value” and its applica on to Procurement

Iden fy the value of Procurement within the organiza on

Discuss concepts of Value Analysis and vendor outreach

Iden fy short and long-term strategies for adding value

Course Outline

Perspec ves on Value

Iden fying the Customer

Determining Value

Procurement Goals

Evalua ng the Process

Streamlining the Process

Communica on

Value Analysis Techniques

Short Term Strategies

Long Term Strategies



Wednesday, September 28 12:30 pm - 1:45 pm Limestone Ballroom

A tude is Everything! Master Corporal Jody Mi c, Re red Canadian Forces Elite Sniper, 2nd Place Finisher in Canada’s Amazing Race, Author/Speaker

A tude is everything when it comes to overcoming adversity, says Jody Mi c. In the case of the sniper, turned Amazing Race compe tor, turned City Councillor, a tude means never qui ng. Pulling from his personal experiences in Afghanistan, this upli ing discussion centers around picking up where you le off a er unforeseen circumstances make an impact on you. Physically bouncing back a er his injury, making the mental adjustment to his new reality, Jody is a model of perseverance, strength and hope for Canadians.

JODY MITIC “If I can’t be the best sniper I can be, I can be the best advocate for the wounded, or any amputees, that I can be. People see me speaking for soldiers or running for charity. . .then anybody else can, too.”

In 2007 in Afghanistan, while on patrol with the 1st Ba alion Royal Canadian Regiment, sniper Jody Mi c stepped on a land mine and lost both legs below the knee. On his return home, he underwent months of painful rehab and more than a year of learning how to walk on prosthe c legs. Only one year a er his recovery, he completed St-Johns annual charity 5km run and has been running for chari es ever since.

He has two girls with his partner Alannah Gilmore, one of the medics who treat-ed him in the war zone.

In 2013 in The Amazing Race Canada, Mi c and his brother, Cory, finished an admirable second. But, as a speaker, he’s nobody’s runner-up. For a passionate keynote, filled with personal experience, on Post-Trauma c Stress Disorder, endurance or overcoming adversity, the Kitchener, Ontario na ve is your man. Here’s evidence of his courage – before he re red from the Canadian forces, Jody considered returning to Afghanistan for a tour of duty as a gunner on a helicopter.



SEEMA OPAL is Senior Program Advisor with the Accessibility Directorate of

Ontario, in the Ministry of Economic Development, Employment and Infrastruc-ture. In her current role, she provides leadership in the delivery of public educa-on programs and strategic partnerships to support compliance with the Accessi-

bility for Ontarians with Disabili es Act. The Accessibility Directorate supports the vision of an accessible Ontario by 2025 under the Accessibility for Ontarians with Disabili es Act, (AODA) through the development, implementa on and enforcement of accessibility standards that apply to public sector, non-profit and private sector organiza ons.


Towards an Accessible Ontario: What you need to know about Ontario’s Accessibility Laws

Seema Opal, Senior Program Advisor, Accessibility Directorate of Ontario

Ontario con nues to move ahead with our vision for an accessible province by 2025. Join the Accessibility Directorate of Ontario for a session on: Ontario’s path to accessibility Updates on your accessibility requirements Resources and informa on to help you



MICHAEL ASNER is recognized as one of North America’s leading speakers,

consultants, and authors dealing with public sector procurement and the Re-quest for Proposal process. He helps government en es improve their RFP prac-ces and documents. He acts as an RFP Advisor or Fairness Officer on high-risk,

high-value procurements. He frequently assists lawyers in procurement cases. His clients include ci es, coun es and public agencies in Canada and the U.S. Michael Also assists private sector firms in understanding how to sell to govern-ment and how to create winning proposals. He offers RFP training and workshops throughout North America dealing with both RFP issues (for governments) and proposal wri ng (for private sector firms).


Humour in Public Procurement

Michael Asner, Michael Asner Consul ng

Scandal! Corrup on!! Poli cal Interference!! The world of public procurement can be stressful, but it doesn't always have to be. Join us for a fun-filled me reviewing six of procurement's history's most hilari-ous stories. Led by Michael Asner, the never boring RFP best prac ces expert, be prepared to laugh as he reviews, among other things, why due diligence is important, what history teaches, why size doesn't ma er, why a second set of eyes are always useful, why mo vated suppliers need to behave, and why Dilbert was indeed right!




Members’ Connect: Leading & Managing in a Complex Work Environment

Dr. John Conrad, DM, MBA, MA ED, BSc., Associate Dean, School of Business, St. Lawrence College

Through a facilitated discussion par cipants will explore some of their current challenges of their work. These problems will then be deconstructed to explore the complexity associated to solving the challenge. Then using a mix of presenta on and discussion, par cipants will begin to explore management and leader-ship strategies that can be employed to tackle complexity in the workplace. The goal is to embed contempo-rary leadership theory into prac cal applica on to work in order to address and prepare for complex work problems.

JOHN CONRAD is the Associate Dean, School of Business at St. Law-rence College and holds a doctoral degree in Management - Organiza-onal Leadership with a focus on adap ve leadership and complexity.

In John’s role as a leader, he is very adept at energizing employees/organiza ons to undertake ini a ves that measurably improve quali-ty, engagement, and success. John believes that daily rela onship building is the key to strong cultures of innova on, produc vity, and sustainability.



MICHAEL ASNER is recognized as one of North America’s leading speakers,

consultants, and authors dealing with public sector procurement and the Re-quest for Proposal process. He helps government en es improve their RFP prac-ces and documents. He acts as an RFP Advisor or Fairness Officer on high-risk,

high-value procurements. He frequently assists lawyers in procurement cases. His clients include ci es, coun es and public agencies in Canada and the U.S. Michael also assists private sector firms in understanding how to sell to govern-ment and how to create winning proposals. He offers RFP training and workshops throughout North America dealing with both RFP issues (for governments) and proposal wri ng (for private sector firms).

Thursday September 29 8:30 - 9:30 am Limestone Ballroom

A 6‐Pack of Avoidable, Seemingly Difficult, Major RFP Problems and their Simple Solu ons

Michael Asner, Michael Asner Consul ng

This presenta on deals with avoidable problems that can be mi gated or eliminated by ac vi es you can do before issuing an RFP and/or by requirements or informa on that you put in the RFP. It deals with seeming-ly difficult problems that have been iden fied by procurement people over the last five years. It deals with major problems that can poison the RFP process or produce high risk solu ons that are likely to fail. Finally, it deals with how to avoid these problems by adop ng well established best prac ces: budget, risk, exper-se, project plan, staffing, and past performance.



FRANKLIN HOLTFORSTER Entrepreneur and business leader Franklin Hol or-

ster founded Colliers Project Leaders (formerly known as MHPM) in 1989. As CEO, he has grown the company into Canada’s leading real-property and infra-structure project management firm with offices across Canada and the Middle East. An engineer, contractor and project management professional, Franklin has directed major capital projects for private and public-sector clients, na onally and interna onally. He is an in-demand speaker on business and leadership, in-cluding Inten onal Leadership and Sustainability is FreeTM. Franklin serves on the Board of the Real Property Ins tute of Canada. He has received the Order of Honour from Professional Engineers Ontario, and the Province of Ontario Volun-teer Award in recogni on of his outstanding contribu ons.

Thursday, September 29 10:00 am - 11:00 am Limestone Ballroom

Acquiring Design and Construc on Services: Inten onally

Franklin Hol orster, B.Sc, P.Eng, PMP, LEED AP President & CEO, Colliers Project Leaders

Facility capital projects involve high-value, non-recurring procurements. An awareness of the unique a rib-

utes of design and construc on projects, and the consequent requirements for successful procurement

management, is essen al to reducing ins tu onal and project risk. Franklin Hol orster, President of Colliers

Project Leaders, will iden fy and discuss these a ributes, drawing on his firm’s experience procuring and

managing over 400 capital projects annually for clients across Canada.



Thursday, September 29 11:00 am - 12:00 pm Limestone Ballroom

The Healthy Agency ‐Supplier Rela onship Guide

PANEL DISCUSSION

The Healthy Agency ‐ Supplier Rela onship Guide Join members of the NIGP Business Council and leading procurement prac oners as they discuss the Coun-cil’s latest white paper, The Healthy Agency‐Supplier Rela onship Guide. This year’s paper focuses on three stages of supplier rela onships: Non-Contract Supplier Interac ons; Bid Interac ons; and Contract Holder Rela ons. Join the conversa on: What does “be er communica on” look like? What specific types of ac vi-es or exchanges could we poten ally engage in? What might be the benefits of these purposeful ac vi es?

NIGP Business Council presents the 2016 White paper on the Healthy Agency—Supplier Rela onship Guide Panel discussion with 2 to 3 selected members to serve on the panel and help with the discussion.



EDDY JIN As a procurement consultant, Eddy brings a unique perspec ve to his ser-

vices - he’s done it. As a prac oner, he understands that procurement does not oper-ate from a 40,000 foot view; it works in the trenches. This means that his advice goes beyond theory. It’s about matching best prac ces to the culture of each organiza on. Many projects fail when outsourced because there isn’t a proper alignment of solu ons to organiza onal nuances. Does the organiza on have the right skills in their current staff? Are the proper stakeholders involved with the building of the solu ons? These are some of the many perspec ves that not only will help deliver more effec ve results but ensure adop on of solu ons within an organiza on.

Thursday, September 29 1:30 pm - 2:30 pm Limestone Ballroom

Nego able RFPs: A Prac cal Perspec ve

Eddy Jin, Eddy Jin & Associates

Introduced in 2010, the Nego able RFP (NRFP) has become the new paradigm in public procurement offer-ing benefits for both the buyer and supplier communi es. In this session Eddy Jin will discuss: Evolu on of NRFPs Understand the advantages and risks of Nego able RFPs and Contract A-B models NRFP Formats Prac cal review of NRFP example How to align it to organiza onal goals How to Implement the NRFP model Lessons learned from implementa ons across Canada



MAUREEN SULLIVAN has been an instructor and curriculum designer with

NECI since 1995. In 2010, she managed the curriculum development process for the Public Sector Procurement Program (PSPP), that has since been accredited by the Supply Chain Sector Council and won the Summit Award of Excellence for Leadership in Public Procurement.

In 2009, Maureen assumed ownership of NECI. Under her visionary leadership, she catapulted NECI to become Canada’s leader in developing an engaging, inter-ac ve, online learning pla orm for procurement professionals.

An experienced li gator, mediator and dispute-resolu on prac oner, Maureen has an in-depth knowledge of both procurement law and contrac ng issues with par cular exper se in nego a ons. In her spare me, she volunteers in Restora-ve Jus ce.

Renowned for her engaging teaching style, one of Maureen’s many strengths is her ability to integrate legal concepts with business prac ces, making o en-difficult concepts accessible and understandable for learners at all levels.

Thursday, September 29 3:00 pm - 4:00 pm Limestone Ballroom

Rethinking Renewals

Maureen Sullivan, President, NECI Legal Edge

NEW THIS YEAR: AN EXCITING INTERACTIVE WebEX SESSION!!! Technology is changing at lightning speed and NECI is on the cu ng edge, adap ng to these technological changes, while ensuring that the various pla orms are nimble, interac ve, engaging, and benefit our par cipants. Maureen will be broadcas ng this highly engaging seminar presenta on live from Victoria, BC.

This session will get you thinking about the long-term implica ons of se ng up goods and services con-tracts. It may be appropriate to set a contract term of two years, or five years, but what about the ongoing needs of your organiza on? All contracts will come to an end one day – will you need to go back out to mar-ket for the same or similar requirements? Do you want the right to renew the exis ng contract? If so, under what condi ons? What will trigger that renewal op on, and how will it be priced? When planning the ini al contract, it is crucial to turn your mind to these ques ons and factor them into the design of your solicita-on document.

Learning Outcomes

Iden fy key risks and benefits of incorpora ng renewal op ons into your contracts Examine how to ensure best value when asking vendors to price renewal op ons into the future Explore ways to maintain leverage when renewal op ons are not priced at the ini al contract stage Consider various approaches to evalua ng poten al renewal op ons



Friday, September 30 8:45 am - 9:45 am (Part 1) 10:15 am - 11:15 am (Part 2)

Limestone Ballroom

Mock Trial: Conspiring Minds Want to Know

Ian Gold, Nadine Nasr and Adam Bucci Thomas Gold Pe ngill LLP

Following the overwhelming success of the 2015 Mock Trial at the OPBA Conference, Ian Gold & Associates will return to our stage with a new mock trial. Watch Ian Gold, Nadine Nasr and Adam Bucci of Thomas Gold Pe ngill LLP, as they demonstrate a mock tri-

al involving alleged bid-rigging, contract manipula on, and abuse of process.

(le to right—IAN GOLD, NADINE NASR, ADAM BUCCI)

IAN GOLD resolves problems for his clients. He is a skillful civil and commercial li gator having extensive

trial experience before judges and juries. His prac ce spans all fields, but emphasises complex insurance li -ga on including professional malprac ce, directors and officers liability, property and casualty claims, class ac ons, environmental li ga on, subroga on, and insurance fraud.

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Ian has li gated a wide variety of claims including bad faith claims, fire/flood losses, personal injury, con-struc on negligence, product liability, occupiers’ liability, libel/slander claims, and social host liability. He has acted for policyholders when they have been denied coverage or when they are trying to compel an insurer to make a decision in their favour. He has successfully assisted corporate and personal policyholders in maximizing their insurance coverage for a wide variety of claims. He is a regular contributor of ar cles to publica ons such as the Ontario Broker Associa on Magazine and the Ontario Risk and Insurance Management Society Pulse Publica on.

NADINE NASR, since 1997, has been involved in various aspects of insurance law and a broad range of li ga on ma ers involving first party claims including bad faith li ga on; and tort defence claims, including occupier's liability, motor vehicle insurance, personal injury and tavern liability; product liability, professional negligence claims, construc on liability, travel insurance and subroga on. Nadine has successful trial and appellate experience. A selec on of Nadine’s recent work includes:

Providing insurers with advice on bad faith claims.

Defending personal injury claims related to motor vehicle accidents, slip and falls, commercial host

liability.

Defending professional liability claims in respect of contractors and optometrists.

Defending coverage disputes including fire losses, water losses and environmental contamina on.

Pursuing subrogated claims rela ng to oil contamina on, fire losses and water losses.

ADAM BUCCI, since joining the firm in 2013, Adam works primarily in the insurance defence group on mo-

tor vehicle, property, casualty and liability claims. Prior to that he worked at the Crown Law Office Civil, a central civil li ga on office of the Ministry of the A orney General.

He has appeared regularly on behalf of his clients in the Superior Court of Jus ce and has conducted Small Claims Court trials dealing with a wide variety of issues involving insurance defence and coverage. Adam graduated in the top 4% of his gradua ng class at Osgoode Hall Law School and was the recipient of the Aird & Berlis LLP and the McMillian LLP Prize in Contracts, and the Criminal Procedure Prize. In law school, Adam worked at the Parkdale Community Legal Services Clinic, assis ng low-income tenants with housing and social welfare issues before the Landlord and Tenant Board.




GARY GZIK, CEO of BizXcel, is an interna onal presenter, trainer, consultant,

and all-around enthusias c guy who has been inspiring people and organiza ons for over 30 years. Gary believes that a business is more than just plans, processes and technology – that it is the people and culture that truly make it great. He is passionate about giving teams and leaders the tools to build strong organiza ons that are not only profitable, but are raved about by customers and loved by employees. He be-lieves that trust and loyalty are key ingredients to great companies. When you have these, people put in their blood, sweat and tears to make things happen. Gary awakens thoughts that mo vate people to change the way they look at

their lives and the way they do their work.

Friday, September 30 11:15 am - 12:15 pm Limestone Ballroom

When Founda ons are Solid …

You Build a Kick Ass Organiza on!

Gary Gzik, President & CEO, BizXcel Inc.

We all want to be part of organiza ons that ma er, that are more than just a place where work gets done, but instead leave a las ng legacy. We call these kick ass organiza ons, organiza ons that know their true purpose, have leaders that people follow because they believe in them, and teams that say 'yes' because of a confidence in themselves and a commitment to achieving great results. Building a kick ass organiza on isn't for the faint of heart. To build strong founda ons it requires hard work, commitment and dedica on - along with the ability to look deep, be uncomfortable, and answer the tough ques ons. In order to build a kick ass organiza on, you must achieve three objec ves: Find Your Mojo, Build Legendary

Leaders and Create ‘Hell Ya’ Teams. Gary Gzik will help you to prepare to be a part of a Kick Ass Organiza-

on!

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PILOT FOR 2017 VENDOR TRADE SHOW

The 2016 Ontario Public Buyers Associa on Conference Commi ee is thrilled to introduce our first ever pilot Vendor Trade Show. The date set for the Trade Show is Thursday, September 29, 2016 from 8:00 a.m.- 6:30 p.m. Please be sure to stop by the booths and chat with the Vendors in the Gibraltar Room. We are excited to offer an “Amazing Race” Passport Contest so be sure to stop by the Vendor booths for your clues!

STAY TUNED FOR MORE DETAILS ABOUT THE SHOW ….

VENDOR TRADE SHOW


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SOUL SURVIVORS ‐ 9:00 pm ‐ Midnight Local 8-piece live band Soul Survivors will be on stage 9:00 pm—Midnight! Genre: Soul, Funk, Disco, Pop, R&B, Rock … you name it! Dancing /toe taping shoes are a must this evening! Check them out on YouTube!

PHOTO BOOTH ‐ 8:30 pm ‐ 11:30 pm Remember last year? What a hoot! Be sure to stop by this year’s booth for a conference photo souvenir!!!

OPBA PRESIDENT’S GALA


27

WHAT YOUR CONFERENCE PACKAGE INCLUDES To register for any of these packages, a endees only need to register directly with OPBA, including all NIGP conference courses and packages. Further informa on regarding registering for NIGP courses can be obtained by contac ng Andrea Minden‐hall, 905‐825‐6000 ext. 7037 or [email protected] Cancella ons must be made in wri ng and will only be honoured on or before August 21, 2016, a er which we cannot refund your money. Contact OPBA Central Office telephone: 905‐682‐2644 if you have any difficul es or ques ons.

3 Day Conference Package (Member or Non-Member) (No NIGP Course)

OPBA 3 Day Conference Package includes 2 breakfasts, 3 lunches, coffee breaks, Wednesday evening ac vity (including food), Thursday evening President’s Gala and all seminars.

1 Day Conference Package (Member or Non-Member) (No NIGP Course)

OPBA 1 Day Conference Package includes 1 breakfast (Wednesday or Thursday), 1 lunch, coffee breaks and evening ac vity (Wednesday or Thursday).

3 Day Conference Package with 2 Day NIGP Alterna ve Dispute Resolu on Course and Friday OPBA Conference

NIGP 2 Day Course Conference Package includes 3 breakfasts, 3 lunches, coffee breaks, Wednesday evening ac vity, Thursday evening President’s Gala and Friday events.

3 Day Conference Package with 1 Day NIGP Adding Value to the Procurement Process Course and Wednesday Friday OPBA Conference

NIGP 1 Day Course Conference Package includes 2 breakfasts, 3 lunches, coffee breaks, Wednesday evening ac vity, Thursday evening President’s Gala and Friday conference sessions.

REGISTRATION


28

Name: ____________________________ Preferred Name for Badge: __________________________ Designa on: CPPO CPPB CSCMP (CPP) Other:________________________________ Title: _________________________________ Agency: _____________________________________ Address: ______________________________City: ____________________ Postal Code: __________ Phone: ____________________________e-mail: __________________________________________ Guest of Registered Delegate:________________ Preferred Name for Badge: _____________________ PLEASE NOTE: If you require special assistance, including dietary restric ons in order to par cipate fully in our Conference, please indicate the nature of assistance or dietary restric on here: ________________________________________________________________________________________________________

REGISTRATION PACKAGES, DATES AND DEADLINES Registra on a er August 21, 2016 is not guaranteed.

Registra on to be received

by August 21, 2016

Late Registra on received between August 22 and

September 12, 2016

Transfer Amounts to Page Two

3 Day Conference Package (OPBA, NIGP or SCMA Member)

$525.00 (taxes incl.) $725.00 (taxes incl.) $

3 Day Conference Package (Non-Member)


1 Day Conference Package (Member or Non-Member)


NIGP 2 Day - Alterna ve Dispute Resolu on (ADR) and Friday OPBA Conference

$940.00 (taxes incl.) $990.00 (taxes incl.) Registra on not guaranteed

$

NIGP 1 Day - Adding Value to the Procurement Process and Friday OPBA Conference

$675.00 (taxes incl.) $725.00 (taxes incl.) Registra on not guaranteed

$

ALL REGISTRATIONS ARE TO BE SUBMITTED ON‐LINE AT WWW.OPBA.CA To register for any of these packages, a endees only need to register directly with OPBA,

including all NIGP conference courses and packages. ** Maximum** 20 people per class (NIGP and OPBA sessions only). Register early to avoid disappointment.

Check here if you are a First Time Attendee

REGISTRATION


29

TOTAL PAYMENT ENCLOSED: __________________________ Method of Payment: CHEQUE _________ VISA _________ MASTERCARD _________ If you require a receipt or copy of your credit card voucher, please check here: ________ IF YOU ARE PAYING BY CREDIT CARD, PLEASE COMPLETE THE INFORMATION BELOW: Name as it appears on the card: _____________________________________ Credit Card Number: ___________________________________ Expiry Date: ______________

If you are registering by fax or by mail, please forward the 3 registra on pages and complete the following:

Cheques must be payable to “Ontario Public Buyers Associa on” and mailed along with the registra on form to OPBA, Fourth Avenue, Ridley Square, Suite 361, St. Catharines, ON L2S 3P5” and received by mail before August 21, 2016. No post dated cheques with dates a er September 19, 2016 will be accepted. If you are paying by credit card, you may forward the registra on form by fax to 888-416-7767 or by mail. Confirma on and / or a receipt will be supplied upon request only. Cancella ons must be made in wri ng and will only be honoured on or before August 21, 2016 a er which we cannot refund your money. Contact OPBA Central Office telephone: 905-682-2644 if you have any difficul es or ques ons.

The following meal prices shown are for those registered delegates who wish to a end an event or meal func on not already included in their conference package or for guests accompanying a registered delegate who wish to a end any of the conference meal func ons.

Cost per Func on # of A endees for Func on

Total Cost

Wednesday Lunch $35.00 (taxes incl.) $

Wednesday Night Event $55.00 (taxes incl.) $

Thursday Morning Breakfast $25.00 (taxes incl.) $

Thursday OPBA AGM Lunch $35.00 (taxes incl.) $

Thursday Night Event - President’s Gala

$100.00 (taxes incl.) $

Friday Morning Breakfast $25.00 (taxes incl.) $

Total of this page $

Total from previous page

$

Grand Total (taxes incl.)

$

Friday Lunch $25.00 (taxes incl.) $

REGISTRATION


30 58TH OPBA CONFERENCE

CONFERENCE SEMINAR AND EVENT SCHEDULE VERY IMPORTANT: Please indicate with a (x) all seminars and events that you will be attending during the

conference. This information is required for attendance purposes.

Wednesday to Thursday 8:00 am - 5:00 pm NIGP Course - Alternative Dispute Resolution (ADR)

Thursday 8:00 am - 5:00 pm NIGP Course - Adding Value to Procurement

Wednesday 8:30 am - 3:30 pm OPBA Course - Introduction to Public Procurement

Thursday 8:30 am - 3:30 pm OPBA Course - Competitive Bidding

Wednesday 12:30 am - 1:45 pm Attitude is Everything !

1:45 pm - 2:45 pm What you need to know about Ontario's Accessibility Laws

3:15 pm - 4:00 pm Humour in Public Procurement

4:00 pm - 5:00 pm Members-Connect: Leading & Managing in a Complex Work Environment

5:45 pm - 6:30 pm First Time Attendees Meet & Greet - Boat Cruise

5:45 pm - 8:00 pm Total Team Building Activity - Boat Cruise

Thursday 8:30 am - 9:30 am A Six Pack of Avoidable, Seemingly Difficult, Major RFP Problems and their Simple Solutions

10:00 am - 11:00 am Acquiring Design & Construction Services: Intentionally

11:00 am - 12:00 pm Panel Discussion: The Healthy Agency - Supplier Relationship Guide

1:30 pm - 2:30 pm Negotiable RFP’s: A Practical Perspective

6:00 pm - 12:00 am President’s Gala

Friday 8:45 am - 11:15 am Mock Trial—Conspiring Minds want to Know - Part 1 & Part 2

11:15 am - 12:15 am When Foundations are Solid - You build a Kick Ass Organization

3:00 pm - 4:00 pm Rethinking Renewals

4:00 pm - 6:00 pm Vendor Trade Show - Wine & Cheese

REGISTRATION

Pick

One

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OPBA CONFERENCE DISCLAIMERS

Right to Refuse Admission OPBA reserves the right to refuse admission, at the discre on of the OBPA Conference Director and/or Execu ve. If admission is refused part-way through the conference, OPBA will refund a propor onate amount of the fee.

Photo and Video Release OPBA will take photographs and some video at the 2016 OPBA Annual Conference and may use them in news or promo onal materials whether in print or electronic format, or other media, including the OPBA website. By par cipa ng in the 2016 OPBA conference, you grant OPBA the right to use your name and photograph for such purposes. If you have security or safety concerns, please contact OPBA and we will do our best not to use any photos of you.

General Program informa on distributed prior to the conference is subject to change. It is agreed that the OPBA, its employees, officers, volunteers, contracted staff, and agents shall not be held liable or responsible for any loss, injury, or damages, however caused, to any person engaged by par cipa ng or a ending the 2016 OPBA Conference. It is agreed that the OPBA, its employees, agents, and officers reserve the right to refuse admission, cancel or reschedule programs, change speakers, loca ons, or revise content.

REGISTRATION


32

285 King Street East Kingston, ON K7L 3B1

866-716-8133 www.fourpointskingston.com

Group name: OPBA

Hotel Room Rates: 2 Queen beds—$139.00 1 King bed—$149.00 Junior Suite—$159.00

Underground parking available—$7/day billed to your room

Check in me: 3:00 pm Check out me: Noon

A block of rooms has been set aside and will be available un l Wednesday, August 31, 2016

To register go to https://www.starwoodmeeting.com/events/start.action?id=1605161014&key=2F575E2

ACCOMMODATIONS INFORMATION


33

Kingston is easily accessed by the 401 from the east and the west! Parking at 4 Points by Sheraton (285 King Street East) is $7 a day. Google Maps provides info on best access from 401. A 10% car rental discount offered by Enterprise or Na onal Car Rental - use promo code XVC3100

VIA Rail provides business and leisure travelers with convenient rail service to and from the City of Kingston. With 22 departures and arrivals daily, Kingston's sta on offers connec ons to and from major city centres such as Montreal, O awa and Toronto. Visit the VIA Rail website or call 1-888 VIA-Rail.

Coach Canada / Trentway-Wager Bus Lines operates 25 daily departures and arrivals at the City of Kingston terminal, to and from major city centres such as Toronto, Cornwall, and Peterborough. Coach Canada / Trentway-Wager provides passenger services to and from the City of Kingston. Call (613) 547-4916 or visit the Coach Canada website or the Mega Bus website. Greyhound Bus Lines provides service to and from the Kingston terminal. There are two to three daily departures and arrivals providing convenient connec ons to O awa. Call (613) 547-4916 or visit the Greyhound Bus Line website.

With 9 daily commercial departures and arrivals to and from Toronto's Pearson Interna onal Airport, Norman Rogers Airport (YGK) is Kingston's link to all global des na ons. For more informa on on the flights servicing the Kingston region via Air Ontario, or Voyageur Airlines, please consult your local travel agent or visit the Kingston Airport (Norman Rogers Airport) website

GETTING THERE



Any non‐OPBA member must be accompanied by an OPBA member to participate.

To register for this golf event, attendees will need to register directly on the OPBA website. All payments will be processed by credit card only.

Golf teams will consist of 4 golfers each. If you have a team of 4 already set, please list the names with your online registration. Otherwise golfers will be placed into teams prior to Golf Day.

Cancellations must be made in writing and will only be honoured on or before September 12th, 2016 after which we cannot refund your money.

For further details on this golfing event, please contact:

Christine McParland Email: [email protected] Tel: 613‐345‐0660 x 3343

Dust off your clubs and join us at the Garrison Golf and Curling

Club (Red Patch Ave on the McNaughton side of CFB Kingston) for

a fun filled afternoon of Best Ball Golf, Prizes and more!

Date: Tuesday, September 27, 2016

Tee‐Off: 1:00 pm

Cost: $60/person with power cart

TWO Early Bird Registration Prize Packages:

Green Fees for Two AND one night accommodation (Tuesday, September 27 only) at the Four Points Sheraton.

Register by September 1st, 2016 for your chance to win!

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Those attendees without a credit card that are utilizing a corporate card must fill this out and provide to the Four Points by Sheraton at time of accommodation booking.


TRAVELLING WITHOUT A CORPORATE CREDIT CARD

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58TH OPBA CONFERENCE SEPTEMBER 28 - 30, 2016

KINGSTON, ONTARIO

‘WHEN FOUNDATIONS ARE SOLID’


37

SAVE THE DATE FOR 2017 NIAGARA REGION !

SEPTEMBER 27‐29, 2017

59TH ANNUAL OPBA CONFERENCE

Kingston Brochure - May 30 2016 · A 6‐PACK OF AVOIDABLE, SEEMINGLY DIFFICULT, MAJOR RFP PROBLEMS AND THEIR SIMPLE SOLUTIONS - Michael Asner 9:30 am - 10:00 am Extended Break due

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