Procurement – The Basics of Procurement
By Tim Duhamel
Learn best practices for municipal procurement, and about procurement policy and the role it plays in fraud prevention.
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Course Content
- Best practices for municipal procurement
- Procurement policy and the role it plays in risk prevention
- The 7 Stages of Procurement
- How good procurement practices protect the municipality from financial loss
- Procurement Methodology – open tendering, restricted tendering, request for proposals, two stage tendering, request for quotations, and single source tenders
- Core Principles of Public Procurement – nondiscrimination, free movement of goods, freedom to provide services, and freedom of establishment
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- Best practices for municipal procurement
- Procurement policy and the role it plays in risk prevention
- The 7 Stages of Procurement
- How good procurement practices protect the municipality from financial loss
- Procurement Methodology – open tendering, restricted tendering, request for proposals, two stage tendering, request for quotations, and single source tenders
- Core Principles of Public Procurement – nondiscrimination, free movement of goods, freedom to provide services, and freedom of establishment
September 27, 2021
10:00 AM – 11:30 AM MST
Course Info
Price:$125.00
PD Credits: 1.5
Category: Technical/Other
Updated: Sept 27, 2021
Duration: 1:28:43
Course Synopsis
Course Info
Price:$175.00
PD Credits: 1.5
Category: Technical/Other
Date: Sept 27, 2021
Time: 10:00 AM – 11:30 AM MST
Course Synopsis
About the Author
Tim Duhamel is the founder and President of Bloom Centre of
Municipal Education.
He is a municipal veteran whose career has spanned over 21 years.
His passion is creating educational material and conducting lectures for municipal professionals. He has lectured as far away as Kiev, Ukraine for the Federation of Canadian Municipalities.
About the Author
Mauricio Reyes is a Chartered Professional Accountant (CPA),
a Certified Asset Management Professional (CAMP), and is the Senior Manager of Financial Services at the City of Lacombe.
He has over 7 years of Municipal experience in both rural and urban municipalities and is a key member of the Asset Management Steering Committee.
He is he deeply interested in understanding how his role as a Finance officer can be used in Asset Management.
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Tim Duhamel is the founder and President of Bloom Centre of Municipal Education.
He is a municipal veteran whose career has spanned over 21 years.
His passion is creating educational material and conducting lectures for municipal professionals. He has lectured as far away as Kiev, Ukraine for the Federation of Canadian Municipalities.
-
Tim Duhamel is the founder and President of Bloom Centre of Municipal Education.
He is a municipal veteran whose career has spanned over 21 years.
His passion is creating educational material and conducting lectures for municipal professionals. He has lectured as far away as Kiev, Ukraine for the Federation of Canadian Municipalities.
Mauricio Reyes is a Chartered Professional Accountant (CPA), a Certified Asset Management Professional (CAMP), and is the Senior Manager of Financial Services at the City of Lacombe.
He has over 7 years of Municipal experience in both rural and urban municipalities and is a key member of the Asset Management Steering Committee.
He deeply interested in understanding how his role as a Finance officer can be used in Asset Management.
About the Author
Tim Duhamel is the founder and President of Bloom Centre of Municipal Education.
He is a municipal veteran whose career has spanned over 21 years.
His passion is creating educational material and conducting lectures for municipal professionals. He has lectured as far away as Kiev, Ukraine for the Federation of Canadian Municipalities.
About the Author
Stephanie Porter is a Chartered Professional Accountant (CPA, CA) and external auditor with Metrix Group LLP.
She has a passion for education and is a course developer and instructor for the University of Alberta in addition to her work at Bloom.
She is the lead Associate of curriculum development and instruction for Bloom’s reporting and audit stream.
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Course Description
Municipalities purchase billions of dollars of goods and services annually and having a high-quality procurement policy is critical in protecting the public purse. Procurement best practices are critical knowledge for all CAO’s, municipal executives, and finance officers.
Learn how effective procurement practices protect the municipality from financial loss. Learn the six key procurement best practices, procurement policy, the seven stages of the procurement process, procurement methodologies, and key principles related to public procurement.
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Municipalities purchase billions of dollars of goods and services annually and having a high-quality procurement policy is critical in protecting the public purse. Procurement best practices are critical knowledge for all CAO’s, municipal executives, and finance officers.
Learn how effective procurement practices protect the municipality from financial loss. Learn the six key procurement best practices, procurement policy, the seven stages of the procurement process, procurement methodologies, and key principles related to public procurement.
Learning Outcomes
Learn the six key procurement best practices for municipal government
Learn about procurement policy, the role it plays in risk prevention, and how to develop an effective procurement policy for your municipality
Learn the seven stages of the procurement process and how to evolve and develop effective procurement processes
How good procurement practices protect the municipality from financial loss
Learn about open tendering, restricted tendering, request for proposals, two stage tendering, request for quotations, and single source tenders
Learn key principles related to public procurement, such as nondiscrimination, free movement of goods, freedom to provide services, and freedom of establishment
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Learn the six key procurement best practices for municipal government
Learn about procurement policy, the role it plays in risk prevention, and how to develop an effective procurement policy for your municipality
Learn the seven stages of the procurement process and how to evolve and develop effective procurement processes
How good procurement practices protect the municipality from financial loss
Learn about open tendering, restricted tendering, request for proposals, two stage tendering, request for quotations, and single source tenders
Learn key principles related to public procurement, such as nondiscrimination, free movement of goods, freedom to provide services, and freedom of establishment
Who Should Attend?
A unique professional development experience that has benefit for all municipal staff, including small, medium and large municipalities!
The webinar focus is on the professional development needs of any municipal financial professional and senior executive.
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A unique professional development experience that has benefit for all municipal staff, including small, medium and large municipalities!
The webinar focus is on the professional development needs of any municipal financial professional and senior executive.
BLOOM can customize courses for your needs.
Some topics include:
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- Municipal risk and opportunity reviews
- Financial condition assessments
- Budget process reviews and development
- Priority based budgeting
- Program and service costing
- Operating budget forecasting and financial solution development
- Asset management
- Capital budget development and prioritization
- Capital plan development and prioritization
- Capital plan funding strategies (debt, grants, reserves, operating budget)
- Long term financial plan development
- Municipal price inflation (MPI) development
- User fee and permit reviews
- Development levy plans
- Grant research and application support
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- Strategic plan facilitation and development
- Business plan facilitation and development
- Situational consulting and strategy development
- Facility project plans and feasibility studies
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- CAO mentorship and education
- Finance officer mentorship and education
- Council orientation and education
- Environmental education
- Communication and writing mentorship
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- Project plans
- Change management plans and facilitation
- Services reviews
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- Representation and negotiations
- Intermunicipal agreement reviews, frameworks and facilitation
- Intermunicipal negotiations
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- Communication plans and strategies
- Facility sponsorship packages
- Narrative process development (budgets, strategic plans, business plans)
- Business plan writing
- Budget communication support
- Media releases
- Media strategy
- Newsletter development
- Public survey development
- Business case development
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- Environmental education
- Environmental communication plans and strategies
- Climate change adaptation plan development
- Environmental strategic planning
- Environmental grant research and support
Questions? Get in touch…
