3rd Annual Managing and Measuring Contract Performance

Conference held in Toronto on January 15, 16 & 17, 2007
Chairs: Michael Gauthier, National Contract Management Association – Maple Leaf Chapter, Tim Cummins, International Association of Contract & Commercial Managers (IACCM), William D. Ring, ValueNet Canada Consulting Inc.

CD-ROM: Over 9 hours of video presentations

To purchase, please contact Federated Press.

• Traditional procurement vs. Partnering procurement
• The partnering continuum
• The win-win of partnering arrangements
• Partnering principles
• Partnering practicalities

"Let's start solving this challenge by thinking about how we can both win."

Video: 25 minutes • Overheads

• Approach the situation as a coach
• Why buyers might consciously avoid coaching
• Vendors should be evaluated regularly and their performances monitored.
• The Evaluation of Potential Vendors

"Coaching presents your company as attractive in terms of having a reputation for “dealing fairly” with vendors."

Video: 33 minutes • Overheads

Scrutinizing contract peformance: The balanced scorecard approach
Stephen Kenny, Atomic Energy of Canada Limited

• Involved vs. Committed organizations
• The open book approach to change
• Atomic Energy of Canada's Balanced Scorecard categories
• Balanced scorecard and partnering
• Benefits of integrated reporting

"In an involved organization people do what has to be done. In a committed organization people do more than that - they do what they are convinced should be done."

Video: 38 minutes • Overheads

Tools to strengthen contract management practices
Jim Shaw, Public Works and Government Services Canada

• Best practices for handling supplier protest in different forms
• Three competing factors: Time, Cost and Quality
• The CITT decisions
• Transforming supplier complaints into improved purchasing practices
• Overcoming the disadvantages faced by public procurement organizations
• Good contract management requires good contracts

"You cannot trick your bidders and you can't get more than you're entitled to. This is what we have learned."

Video: 36 minutes

CONTRACT MANAGEMENT STRATEGIES

Ensuring performance improvement: Pinpointing the components that make your contract successful
Richard Giesbrecht, SIEMENS Canada Limited

• The Basic Requirements of Success
• Performance Measurement Tools
• Collaboration with key stakeholders
• Maximizing the value propsition through technology
• Managing Locally and worldwide to ensure cross functional development

"Our technology is changing all the time, so we have to have flexibility in our contracts so we can deal with that change."

Video: 35 minutes • Overheads

Case study: Effective contract management at Defense Construction Canada
Ron de Vries, Defense Construction Canada

• Context of Defence projects
• Context of DCC services
• The 3 P's of effective contract management
• Contract management services

"Our relationship with the industry in terms of contracts can be described as firm but fair. We expect all aspects of the contract to be met.”

Video: 34 minutes • Overheads

Ethics in contract management
Michael J. Gauthier, National Contract Association – Maple Management Leaf Chapter

• Benefits: increased stakeholder trust, customer confidence and professional alignment
• Looking at ethics in a different light
• NCMA survey: values that apply in every situation
• Are there any universal moral values?
• Relationship between philosophy and ethics
• Improving the ethical climate in the contract management profession

"Ethics is not talked about enough. Like a muscle, it needs exercise to become strong."

Video: 50 minutes

Risk avoidance and dispute resolution in contract performance management
Judy L. Wilson, Blake, Cassels & Graydon LLP

• Procurement law applies equally to both private and public sectors
• Important to have a standard set of documents
• Absolute compliance and Mandatory/Non-Mandatory
• You need to guard against methodological biases
• Managing contract costs and process risk
• Risk management for service contracts

"The best thing to have in an organization are standard documents that are updated regularly and have a set of standard terms and conditions."

Video: 32 minutes

MEASURING CONTRACT PERFORMANCE

Managing outsourcing contracts strategically: Best practices
Asif Quadir, Scotiabank

• What is outsoursing and why is it done?
• Managing existing outsourcing contracts holistically>
• The outsoursing transactional lifecycle
• The information flow
• Engagement structure
• Understanding the implications and managing the risks and opportunities associated with offshoring

"The more complex your outsourcing is, whether it is offshoring or perhaps involving HR transitions, the more complex the governance challenge is."

Video: 51minutes

Case study: Contract performance measurement – Establishing service level agreements
Francis Gingras, Emergis

• What does a good Service Level Agreement (SLA) seek to achieve?
• How should the SLA be established
• Using the due diligence process to establish baselines for service levels
• Monitoring the SLA
• Drafting the requirements and limitations
• Setting a compensation framework: how to agree

"For an SLA, proper planning is essential. With proper planning, each party can determine what its business and technological requirements and limitations are, and ensure that each of these are adequately described in the SLA."

Video: 38 minutes • Paper  24 pgs.

Developing & selecting performance measures in contract management
Richard Noble, KPMG LLP

• The Feedback Control Model
• Five Case Studies
• Points of Design Guidance
• The Environment

"Sophistication is not the name of the game – the basics is where we usually see most of the problems."

Video: 38 minutes • Overheads

Case study: Building win-win relationships between customers & providers at Via Rail Canada
Magdy Fahmy, Via Rail Canada

• Who is Via Rail Canada Inc?
• Who is Parsons?
• Benefits and obstacles
• Win-Win Indicators

"One of the best tools is a good, solid contract. Take the time to draw it or to develop it together with all the partners."

Video: 32 minutes • Overheads

Panel discussion: Contract management – Realizing operational efficiency
Hami Kaveh, Bank of Montreal; Marlene Knight, City of Mississauga

• Contract Management Conception at BMO Financial Group
• Contract Management Growth – The Driving Forces
• Business Care Assessment and the Current State
• Future Opportunities and Challenges

"I have contract managers who don't have a copy of the contract. Others who don't read it. Others don't refer to it when something goes wrong. These differences in approach to contract management can be a huge challenge."

Video: 39 minutes • Overheads

Performance-based contracting: Future trend for excellence in procurement
William D. Ring and Ronald P. Taylor, ValueNet Canada Consulting Inc.

• Definition of Performance Based Contracting
• Source Selection Techniques
• Contractor Strategies
• Common Questions
• Best Practices

"Recognize that developing clear, concise, objectively measurable performance incentives will be a challenge, and plan accordingly."

Video: 33 minutes • Overheads

Developing a contract management & performance measurement system
Merrilee Evans, Focis Consulting Inc.

• Fitting Performance Measures Into your Overall Service Relationship Strategy
• Making Links to the Contractual Relationship
• Implementing Performance Measures with Service Providers
• Utilizing Performance Measures to Ensure Expectations are Met

"You should be focusing on the things that are strategically important and not chasing your tail trying to make the supplier do things."

Video: 32 minutes • Overheads