Complimentary Webinar – Tips and Tricks in the Procurement of Enterprise Software

Complimentary Webinar – Tips and Tricks in the Procurement of Enterprise Software

WEDNESDAY DECEMBER 29 11:30 EST

Enterprise software is the lifeblood of a municipality’s operations and among the most complicated assets to procure. In this session we review the approaches to defining specifications for IT procurement and some procurement strategies and approaches that are commonly used.

What You’ll Learn

  • Defining your requirements – the IT procurement checklist.
  • Useful procurement strategies, including multi-phase evaluations and BAFOs

Register Here.

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Free Webinar – RFx Academy –Module 3 Unpacking the RFx Template

Free Webinar – RFx Academy –Module 3 Unpacking the RFx Template

WEDNESDAY NOVEMBER 24 11:30 EST

Why is it that no 2 RFx documents look the same? In this session we’ll review the main components of the RFx documents and the benefits of properly structuring your template to make life easier for municipality staff and for bidders.

What You’ll Learn

  • Review the main components of an RFP/RFT document.
  • Discover best practices in structuring the RFP/RFT template.
  • Review real-life examples of poor vs. good RFP/RFT documents.

Register Here.

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Free Webinar – RFx Academy – Module 2 Selecting the Right Procurement Strategy

Free Webinar – RFx Academy – Module 2 Selecting the Right Procurement Strategy

WEDNESDAY OCTOBER 27 11:30 EST

In this session we’ll talk about the art of selecting and designing a procurement strategy to maximize efficiencies and ensure the best outcomes are achieved.

What You’ll Learn

  • When to establish VOR lists, standing offer agreements or traditional contracts.
  • Review the procurement strategies commonly used for typical municipal requirements including commonly procured goods, services, software (SaaS and on premise software).

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Free Webinar – RFx Academy –  Module 1 Review of Competitive Procurement Vehicles

Free Webinar – RFx Academy –  Module 1 Review of Competitive Procurement Vehicles

WEDNESDAY, SEPTEMBER 29 11:30 EST

There are many different types of procurement tools, RFx documents, used to solicit bids. We’ll review RFQ, RFP, RFT, NRFP, RFSO, RFPQ and what each is used for.

What You’ll Learn:

  • The RFx vehicles commonly used in competitive procurement, how they are different, and what they’re typically used for.

Register Here.

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Complimentary Webinar – Time to Modernize your Procurement Procedures?

Complimentary Webinar – Time to Modernize your Procurement Procedures?

WEDNESDAY, AUGUST 25 11:30 EST

A good set of procedures is a must have for organizations seeking consistency, compliance and efficiency in procurement. This session will review the procurement and contracting cycle and the main procedures any public sector organizations should have in place.

What You’ll Learn:

  • Learn about the 5 components of the procurement and contracting cycle.
  • Review sample must-have procedures, guidelines, tools and templates including selecting the right procurement strategy, running an RFP process and preparing the final contract.

Register Here

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Complimentary Webinar – Time to Modernize Your Procurement Policy?

Complimentary Webinar – Time to Modernize Your Procurement Policy?

WEDNESDAY, JULY 28 11:30 EST

A good procurement policy sets the tone for procurement in a municipality, ensuring everyone’s role is clear and preserving public trust. In this session we’ll look at best practices in by-law/policy drafting and examples where many municipalities get it wrong.

What You’ll Learn:
• Review the dos and don’ts of policies – what to include and exclude from a policy and why.
• Learn the difference between a policy and procedures.

• Review the difference between budget authority and procurement authority.
• Review recommendations contained in the Nov 2020 Collingwood inquiry report.

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Public Tender Openings – Still Relevant?

The Procurement Drop-In – Monthly Call-In Show

Join us for an interactive 30-40 minute presentation on relevant topics in by experts who work in the field of municipal procurement. Stick around after each session to get answers to your burning questions!

Complementary Webinar – Session #6 – Public Tender Openings – Still Relevant?

Why is it that most municipalities are still opening bids in public when other public tender openings are not? Join us for this interactive session on whether this practice is still relevant in an age of COVID and international trade agreements.

What You’ll Learn: What public openings are still relevant today vs. not and reasons to reconsider your approach.

Register here

This is one of six (6) complimentary training sessions on municipal procurement.  Be sure to check out the others here.

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How to Persuade Employees to Embrace Records & Content Management

Records and Electronic Content Management (RM/ECM) solutions increase effectiveness, efficiency, and compliance with regulations. A big challenge can be to convince employees to actually use the new software. Unfortunately, nearly a third of RM/ECM migrations fail due to a change management issue.

Issues can arise in a number of forms, such as: 

  • Employee fear. Employees may be afraid that they will lose their jobs because the new system will make them redundant. Such employees may be actively hostile to the change and attempt to sabotage the transition; 
  • Employee routine. Some employees may have worked with a paper-based records management system for decades and be very comfortable with it. These employees may be hesitant to change their routine if they believe that they will be unable to work with the new software;
  • Key people averse to change. Even if the majority of employees are willing to change, the transition may not work if key members of the team aren’t. If the team lead or an otherwise respected or admired employee refuses to change, this attitude may spread to other would-be RM/ECM converts as well; 
  • Employers not putting the time in and/or abandoning the project. Managers can be very busy and if they don’t see quick results they may stop pushing for employees to adopt the RM/ECM solution and move on to their next project;
  • No culture shift. Switching to an RM/ECM solution is a big shift, not only in terms of efficiency and effectiveness but also in how employees think of their work. In an RM/ECM system information can be easily shared across departments, eliminating silos. RM/ECM solutions also reduce the need to print information. If employees don’t adopt these new ways of thinking it can be problematic;
  • Non-supportive software vendors. Vendors are often unaccustomed to working with local governments and don’t realize their unique needs. These vendors may be unwilling to shift their policies or customize their software to meet government requirements.

Luckily, Ricoh has over a decade of experience working with local governments and boasts the ability to implement efficient and effective transition processes. We recognize when local governments perform this transition well. One particular municipality who excelled in its transition to RM/ECM was the Township of Springwater, Ontario. Springwater implemented several of our best practices as it: 

  • Created a team including members from different departments who met frequently and discussed desired results. This ensured that the departments could request the functionalities that they needed;
  • Started the transition process from the top down. First they convinced the council to switch over to the new system, then senior management, and so on. This ensured that employees weren’t change-averse due to the attitudes of those above them. Employees could also ask their superiors if they had any questions about the system. As the superiors had received training first, they were able to effectively answer these questions;
  • Maintained open communication. Springwater regularly polled staff to learn of any questions or concerns about the software and allayed any issues. This also involved assuring employees that the RM/ECM solution would make their lives easier and not harder as some of the monotonous tasks they did before could now be automated, allowing them to focus on more important things;
  • Addressed the culture shift resulting from the transition. Springwater’s transition team spoke to each department about their current information silos and how that would change as information became easy to share. The team also spoke to employees who were used to piling paper on their desks and explained to them how the new system would make their lives easier; 
  • Replicated the old filing structure within the new repository so that employees would feel comfortable with working on the electronic records. Springwater also kept the paper records during the beginning of the transition process until employees were sufficiently comfortable with the new system and saw that the paper system provided no benefits; 
  • Arguably most importantly, Springwater decided to work with a knowledgeable RM/ECM vendor – Ricoh! As Ricoh is extremely experienced in working with local governments and creating custom solutions, Springwater received exactly what they needed. Ricoh provided extensive support throughout the transition and ensured that everything was running as requested. 

Effective RM/ECM solutions make employee lives easier and allow them to work faster. However, employees often need to be convinced of this fact. Follow Springwater’s lead and persuade your employees to adopt RM/ECM. We’ll help you do the rest.

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Public Sector Leadership Series – muniSERV & Supply Chain Canada, Ontario Institute

MUNISERV IS PROUD TO PARTNER WITH SUPPLY CHAIN CANADA, ONTARIO INSTITUTE TO INVITE YOU TO THE LEADERSHIP SERIES: PUBLIC SECTOR.

Supply chain although a core function of the public sector organizations, have been traditionally treated as a back-office function. However the compounded impacts of COVID-19, subsequent responsibility of public sector towards the citizens’ health and sustainability, made public sector organizations recognize that success links inextricably to supply chain performance. That is why we once again collaborated with Supply Chain Canada, Ontario Institute to deliver the Leadership Series: Public Sector on June 17, 2021 in partnership with OPBA and CPPC for the very first time.

What is the Leadership Series:

The Leadership Series – a flagship offering from Supply Chain Canada, Ontario Institute has already garnered participation from 1,300+ supply chain professionals across Canada this year through 3 of its installments, namely:

  • Digital Transformation in Supply Chain
  • Sustainable Supply Chain
  • Women in Supply Chain

With 70+ supply chain leaders who have spoken at these installments, the Leadership Series delivers excellence and relevancy through leading-edge content and virtual networking opportunities.

Owing to the demand of the hour, we are proud to present to you the Leadership Series: Public Sector in collaboration with Supply Chain Canada, Ontario Institute.

Details:

Date: June 17, 2021

Time: 8:45 am – 4:00 pm EST

Price:

Members (Supply Chain Canada, CPPC & OPBA): CAD 149 + HST.

Non-members: CAD 199 + HST

MUNISERV members get 12% of non-member price with code MUNI12

Group Pricing (for a team of 4 or more): CAD 99 + HST per person. SAVE 50% (the group offer cannot be bundled with the 12% discount offer)

REGISTRATION

Topics on the agenda include:

  • Procurement’s Influence on Organizational Effectiveness
  • How have Government Agencies Dealt and Learnt from COVID: Improving Citizen Experience
  • Sustainable Procurement
  • Sustainable Goods Movement
  • Impact of Trade Agreements/Trade Agreements in a COVID world

 

Confirmed speakers include:

See newly added Speakers too!

REGISTER HERE

For registration enquiries, please reach out to Alisha Seguin at [email protected]

PARTNER WITH SUPPLY CHAIN CANADA LEADERSHIP SERIES: PUBLIC SECTOR

Be the voice of significant issues impacting public sector. Join some of your well-known peers in the industry to be recognized as a thought-leader in public sector and increase your brand reach.

For partnership or sponsorship enquiries, refer to the attached brochure or reach out to Kim Sforza at [email protected] .

 

 

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More Speakers for the Leadership Series – Public Sector

WHAT’S NEW: NEW SPEAKER ALERT – Leadership Series: Public Sector

ANNOUNCING KEYNOTE ADDRESS FROM FRANK P. ROCHON – CEO, SUPPLY ONTARIO AND INTRODUCING NEW SPEAKERS

Topics on the agenda include:

  • Procurement’s Influence on Organizational Effectiveness
  • How have Government Agencies Dealt and Learnt from COVID: Improving Citizen Experience
  • Sustainable Procurement
  • Sustainable Goods Movement
  • Impact of Trade Agreements/Trade Agreements in a COVID world

Please see the full description of the Event Here

Date and Time: June 17, 2021 8:30 am to 4:00 pm EST
CPD: 5 CPD Points
Price: Member: $149 + HST | Non – member: $199 + HST | muniSERV Members get 12% off non-member price with code MUNI12 – Group (4 or more): $99 pp + HST. SAVE UP TO 50% (note – the muniSERV discount cannot be bundled with the group offer)

REGISTER HERE

FORWARD TO A COLLEAGUE

Interested in sponsoring this event with your branding – or if you want more information, please contact Tanaya Jain at [email protected] or +1 416.977.7566 Ext. 2142.

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