a statement of ethics · purchasing agents for this agency. absolutely no gifts or favours are...

A Statement of Ethics for Public Purchasers

The Ontario Public Buyers Association's Code of Ethics is based upon the follow-ing tenets and members of OPBA attempt to consistently practise their profes-sion and deal with their day-to-day responsibilities according to these princi-ples. Members are encouraged to display this statement in their departments as well as in other locations in their agencies.

Open and Honest Dealings With Everyone Who is Involved in the Purchasing Process. This includes all businesses with which this agency contracts or from which it purchas-es goods and services, as well as all members of our staff and of the public who utilize the services of the purchasing department. Fair and Impartial Award Recommendations for All Contracts and Tenders. This means that we do not extend preferential treatment to any vendor, including local companies. Not only is it against the law, it is not good business practice, since it limits fair and open competition for all vendors and is therefore a detriment to obtaining the best pos-sible value for each tax dollar. An Irreproachable Standard of Personal Integrity on the Part of All Those Designated as Purchasing Agents for this Agency. Absolutely no gifts or favours are accepted by the purchasing agents of this agency in return for business or the consideration of busi-ness. Also, the purchasing agents of this agency do not publicly endorse one company in order to give that company an advantage over others. Cooperation With Other Public Agencies in Order to Obtain the Best Possible Value for Every Tax Dollar. This agency is a member of a cooperative purchasing group. Made up of several public agencies, this group pools its expertise and resources in order to prac-tise good value analysis and to purchase goods and services in volume and save tax dollars. Continuous Development of Purchasing Skills and Knowledge. All members of the purchasing department of this agency take advantage of the many opportunities provid-ed by the Ontario Public Buyers Association to further their knowledge of good public purchasing principles and to maintain excellent skills.

WILLKOMMEN – WELCOME!

Your conference committee is looking forward to meeting you

Welcome back to Waterloo Region! It seems like yesterday the annual OPBA conference was held in Waterloo Region; however, it has actually been 6 years!

The Grand River Cooperative Procurement Group (and its 33 member agencies) is proud to host the 60th Annual OPBA Conference. We have put together an amazing program of educational speakers, covering a variety of topics such as: conflict of interest, technology, and social procurement. We will not divulge any secrets, but let’s just say the entertainment committee has outdone themselves with an awesome line-up of activities.

For the first time ever we are launching a “buddy” program to link first-time attendees with seasoned veterans. Buddies may attend sessions and events with one another to help maximize everyone’s conference experience.

Speaking of firsts – stay tuned for further information about our new mobile app, which contains the conference program including session topics, times and speakers.

And now a little bit about Waterloo Region, which is located in southern Ontario, with a population of 590,000.

The Evolution of Waterloo Region:

During the 16th-17th centuries the area was inhabited by Attawandaron nation. In the 1800’s Mennonites from Franklin County Pennsylvania (Pennsylvania Dutch) arrived by

Conestoga wagons and settled in the Region. By 1830, many of the immigrants came from Ger-many, but also from England, Ireland and Scotland. What we now call Kitchener was once the small village of Berlin, Ontario.

Many of the early industries centred around furniture, leather and automobile manufacturing.

Now in 2018 we are the home of 60,940 post secondary students, we have more than 400 high-tech firms some of which have moved into the original buildings erected in the 1800’s.

Other facts about Waterloo Region:

Waterloo Region hosts the 2nd largest Oktoberfest in the World

The 3rd oldest Market in Canada is the Cambridge Farmers Market

The Brick Brewery opened in 1984 and is hailed as the Ontario’s first craft brewery

Kitchener was the first city to launch the blue box recycling system

West Montrose Covered Bridge, also known as the "Kissing Bridge", is the last wooden covered

Consisting of the following member agencies:

Brant Haldimand Norfolk Catholic District School Board City of Brantford County of Brant City of Cambridge Cambridge Memorial Hospital Cambridge Public Library Energy+ Conestoga College City of Guelph Grand River Conservation Authority Haldimand County Grand River Hospital City of Hamilton City of Kitchener Kitchener Public Library Long Point Conservation Authority Norfolk County Township of North Dumfries Student Transportation Services of Waterloo Region Sunbeam Centre Upper Grand District School Board City of Waterloo Region of Waterloo University of Waterloo Waterloo Catholic District School Board Waterloo North Hydro Inc. Waterloo Public Library Waterloo Region District School Board Waterloo Regional Police Service Waterloo-Wellington Local Health Integration Network Township of Wellesley Wellington Catholic District School Board Wilfrid Laurier University Township of Wilmot Township of Woolwich

YOUR 2018 HOST

COMMUNITY GIVE - BACK

As public agencies, our membership understands the need to do more with less. With that in mind,

your host committee and OPBA Board of Directors have a community giveback initiative that pro-

vides an opportunity for our membership to say thanks to our Host Communities.

In considering the many deserving charities in Waterloo Region, your Host Committee chose:

Mission

SASC supports survivors of sexual violence. They listen, facilitate healing, and celebrate resiliency. Using an intersectional feminist approach, they work to transform systems which pro-mote gender-based violence.

SASC’s Free and Confidential Services

Individual counselling for all genders

Support groups and workshops

24 hour support line

Accompaniment to court, hospital and police

Public Education and Awareness

Anti-human Trafficking Program

Family Court Support Program

Information and referrals

Social action and advocacy

Practical assistance for service users

FIRST TIME ATTENDEE? Attending a professional development conference for the first time can be very intimidating, particu-larly if you are not attending with friends. At some point in time we’ve all been there!

Your 2018 conference committee knows how difficult it can be when you’re not familiar with the program or activities and we truly want you to enjoy this conference. In the months of planning for this event we’ve continuously referred to the growing list of members new to our organization.

Our “Honour the Past - Invent the Future” 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 discov-er 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 time attendees: Arrive at the conference early and get comfortable with the facility before

your days become too hectic. Locate the Registration/Information 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. Prior to attending the Conference, download the Mobile App. Don’t be afraid to speak up and ask questions. Dress Code is Business Casual. Watch for the location of the First timer’s meet and greet on your Check-In registration. Travelling Alone? Sign up for a “Conference Buddy”

This year OPBA is introducing our Conference Mobile Event App:

Got a Smartphone? Partnering with Eventmobi, this year we’ve gone digital. Registrants will be able to scroll through the Mobile App for sessions and speaker information, presentations, create their own schedule, and stay up-to-date with event announcements through the 2018 OPBA Professional Development Conference event. Download the APP prior to the event and you will have the latest event information in the palm of your hand!

REGISTRANTS WILL BE NOTIFIED WHEN THE APP IS READY TO BE DOWNLOADED

2018 CONFERENCE AT A GLANCE TUESDAY, SEPTEMBER 25, 2018

12:00 pm ‐ 6:00 pm 10TH Annual Caveat Emptor Cup Challenge ‐ Rebel Creek Golf Course

6:00 pm ‐ 11:00 pm 11th Annual Caveat Emptor Cup 19th Hole ‐ Hospitality Suite

WEDNESDAY, SEPTEMBER 26, 2018 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: Prac cal Specifica on Wri ng ‐ Joyce Foster, CPPO, CPPB

8:30 am ‐ 3:30 pm

OPBA Principles Course: Advanced Compe ve Bidding ‐ Carl Boni o

11:45 am ‐ 12:30 pm Lunch

12:30 pm ‐ 1:00 pm Opening Ceremonies

1:00 pm ‐ 2:00 pm KEYNOTE: THE 60‐MINUTE PERSPECTIVE MAKEOVER: PROVEN TIPS TO LIVING AN AWESOME LIFE! ‐ Jessica Holmes

2:00 pm ‐ 3:00 pm ACCEPT WHERE YOU ARE AND THEN….BE AMAZING ‐ Rashmi Biswas

3:00 pm ‐ 3:30 pm Break ‐ Hotel Check in

3:30 pm ‐ 4:30 pm

TRADE TREATY COMPLIANCE ‐ Paul Emanuelli

5:00 pm ‐ 5:45 pm First Time A endees Meet & Greet

6:00 pm Sharp Bus Departs the Delta Hotel to Bingemans

6:00 pm ‐ 10:00 pm Dinner & Evening Entertainment ‐ Gourmet Tacos, Beverages & Bowling

6:30 pm ‐ 9:30 pm Bingemans: 6:30 pm ‐ Dinner in the Picnic Area 8:00 pm ‐ 10 Pin Bowling (Arcade available at own op on)

9:30 pm Sharp Bus Departs Bingemans to Delta Hotel

10:00 pm ‐ Midnight Hospitality Suite

2018 CONFERENCE AT A GLANCE

THURSDAY, SEPTEMBER 27, 2018

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

7:00 am ‐ 8:30 am Breakfast

8:30 am ‐ 3:30 pm

OPBA Principles Course: Purchasing and the Law ‐ David Allan

8:30 am ‐ 9:30 am FIVE GENERATIONS IN THE WORKPLACE ‐ BUILDING INTERPERSONAL SKILLS UTILIZING PERSONALITY DIMENSIONS® ‐ Patsy Marshall

9:30 am ‐ 9:45 am NIGP UPDATE ‐ Carl Boni o

9:45 am ‐ 10:00 am Break

10:00 am ‐ 11:00 am

DEALING WITH PROCUREMENT CONFLICTS OF INTEREST‐ Judy Wilson

11:00 am ‐ 12:00 pm

PROCUREMENT IN THE SMART CITY ‐ Kur s McBride

12:00 pm ‐ 12:45 pm

Lunch

12:45 pm ‐ 1:30 pm OPBA ‐ ANNUAL GENERAL MEETING

1:30 pm ‐ 2:15 pm

IT PROCUREMENT: CHALLENGES AND STRATEGY Part 1 ‐ Debby Shapero Propp

2:15 pm ‐ 2:30 pm Break

2:30 pm ‐ 3:15 pm

IT PROCUREMENT: CHALLENGES AND STRATEGY Part 2 ‐ Debby Shapero Propp

3:15 pm ‐ 4:15 pm

ARE WE BUYNG THE FUTURE WE WANT ‐ Sandra Hamilton

5:30 pm ‐ 10:30 pm PRESIDENT'S GALA

5:30 pm ‐ 6:15 pm Cash Bar

6:15 pm ‐ 11:00 pm Presidents Gala Dinner, Awards and Entertainment ‐ Business Dress Casual

11:00 pm ‐ 1:00 am Hospitality Suite

2018 CONFERENCE AT A GLANCE

8:30 am ‐ 12:30 pm Information/Registration Desk

7:00 am ‐ 8:30 am Breakfast

8:30 am ‐ 10:00 am MOCK TRIAL: CHANGE IS (NOT) ALWAYS GOOD ‐ Thomas, Gold, Pettingil

10:00 am ‐ 10:30 am Break ‐ Hotel Check out (Drum Café set up)

10:30 am ‐ 11:30 am PROCUREMENT ‐ THE FUTURE ‐ Rick Grimm

11:30 am ‐ 12:15 pm MOTIVATION & TEAM BUILDING ‐ Drum Café

12:15 pm ‐ 12:30 pm CLOSING ADDRESS

FRIDAY, SEPTEMBER 28, 2018

Denotes Continuing Education (Accredited) courses towards initial or recertification

Denotes Continuing Education (Non-Accredited) activities towards initial or recertification UPPC Credentials

INSTRUCTOR - OPBA

This newly developed Principles course builds on the foundations of the Competitive Bidding– General course and focuses more on complex competitive bid solicitations, including both RFTs and RFPs. Candidates will discuss evaluated bid submissions, how to develop evaluation criteria, work with evaluators and evaluation groups, explore different costing calculations, as well as the two-envelope approach for the receipt of both proposals and tenders.

Carl Bonitto has over 15 years of procurement experience and received his CSCMP designa-tion through the Supply Chain Management Association of Canada in 2009. He currently is on the Ontario Public Buyers Association Certificate program advisory board as an instructor teaching courses since 2010. He also sits on the business faculty advisory committee at Loyalist College and is currently a Chapter Ambassador for the National Institute for Government Purchasing (NIGP). He gained his procurement experience in a variety of business sectors including Automo-tive, Technology, Food, Sporting Goods and Municipal government.

Carl’s current role as the Manager of Purchasing and Risk Management Services for the County of Northumberland allows him to procure a variety of goods and services for their seven diverse departments. Items include Construction, IT and consulting services. On the risk management side he manages all the legal challenges and claims received by the County.

Carl Bonitto, CSCMP County of Northumberland

OPBA Principles Course: ADVANCED COMPETITIVE BIDDING

Wednesday, September 26, 2018 8:30 am - 3:30 pm

INSTRUCTOR - OPBA

In this course, the mysteries of the law and the relationship of the purchasing agent to it are unrav-eled in a concise and easy to understand format. Candidates are given an overview of the issues and responsibilities related to entering into a legal contract as well as determining what comprises a contract. Other topics discussed are the Law of Agency, Contract Law, Laws of Competitive Bid-ding, comments on various Acts, bonding and alternatives to bonding.

The Elements of a Contract Special Requirements in Contracts Warranties and Conditions in Contracts Surety Bonds Alternatives to Bonding Documenting Security

David Allan has been working in the Supply Chain industry for over 30 years and has a diverse background from both the private and public sector. David’s background includes 20 years of ser-vice as a Supply Technician with the Canadian Forces, supporting military operations, and human-itarian and disaster assistance missions both at home and worldwide; and is a recipient of the Ca-nadian Peacekeeping Medal.

David spent 10 years in the private sector bidding on and managing federal government contracts; that included a multi-million-dollar repair and overhaul sourcing contract where he had to find re-pair sources for highly specialized and unique equipment and parts. David also spent some years providing sales and customer support in the aerospace industry. More recently David spent over 10 years managing municipal procurement and successfully implemented a comprehensive pro-curement governance framework, while at the same time improving overall procurement efficien-cies and effectiveness. David obtained his CPPB and CPPO accreditations in 2012 and has served on the governing board of the Ontario Public Buyer’s Association for many years. David currently teaches various Principles Certificate courses on behalf of the OPBA.

David Allan, CPPO, CPPB

OPBA Principles Course: PURCHASING AND THE LAW

Thursday, September 27, 2018 8:30 am - 3:30 pm

INSTRUCTOR - NIGP

Specifications are critically important to any procurement. Poorly written specifications can lead to lack of competition, purchasing an inappropriate commodity, protests, contract disputes and cost overruns. This course develops skills based on the foundation established in the Introduction to Specifications online course. It starts with problem statements within a specification, builds to problem specifications and culminates with strategies to approach specifications for unclear and difficult procurements.

Upon successful completion of this course participants will be able to: Identify problems and errors in specifications Explain the ramifications of those problems and errors Make recommendations to correct those problems and errors Identify strategies for approaching unclear procurements

Joyce has over 25 years of experience in Public Procurement and is currently the Contract Admin-istrator for DeKalb Peachtree Airport, the second busiest airport in the state of Georgia. Her re-sponsibilities include complex solicitations, leasing and contracting services. Throughout her ca-reer, Joyce has been responsible for many types and sizes of acquisitions, including major con-struction and professional services projects. She has experience in policy manual development, training, and project implementation.

Joyce is an Instructor for NIGP in face-to-face classes and in online instruction. She is a contribu-tor to the development of the CPPO and CPPB Prep Guides, the Protests Text and to the devel-opment of the Contract Administration, Contracting for Public Sector Services, Risk Management and Specifications online courses.

A graduate of Georgia State University, Joyce holds Lifetime CPPO and CPPB designations. She served on the Board of Directors for Georgia NIGP for several years and was the 2009 Georgia NIGP Public Purchasing Buyer of the Year. She holds a Paralegal Certification from the University of Georgia. Via her consultancy Professional Procurement Specialists LLC, Joyce assists govern-mental agencies with various procurement needs, communication and training.

Joyce Foster, CPPO, CPPB

NIGP Course: PRACTICAL SPECIFICATION WRITING

Wednesday, September 26, 2018 8:00 am - 5:00 pm

SPEAKERS & PRESENTERS

The secrets of success are the same no matter what business you’re in, and success begins with getting motivated. Inspiration and comedy unite in this 60-minute transformational presentation from “I should…” to “I will!”. Energizing and funny, Jessica’s call to action combines her trademark character comedy with quirky anecdotes to deliver motivational insights into: finding greater meaning in your work using positive psychology to be happier day to day setting and reaching your goals learning to laugh at life’s shortcomings Jessica gives quick, achievable “how to’s” about these topics and more, in a laugh-out-loud hour of fun. The audience receives introspective takeaways to guarantee that Jessica’s presentation makes a meaningful impact. Jessica Holmes is one of Canada’s top comedic talents. She’s a favourite on CTV’s The Holmes Show and CBC’s Royal Canadian Air Farce where she brings to life hilarious characters and impressions. As a comedian, she has opened for giants like Ellen DeGeneres, Jerry Seinfeld, and even Oprah Winfrey. As a wellness coach, she authored the books I Love Your Laugh and Depression The Comedy. In 2018, she joined the Bell Let’s Talk campaign as one of their celebrity ambassadors.

Jessica Holmes Comedian, Wellness Coach

THE 60 MINUTE PERSPECTIVE MAKEOVER: PROVEN TIPS TO LIVING AN AWESOME LIFE!

Wednesday, September 26, 2018 1:00 pm - 2:00 pm


As professionals, leaders, team players, and individual contributors we can all benefit from the op-portunity to reinvent ourselves and create our own future. Respecting our past successes, letting go of our failings, and, truly learning from our experiences is critical as we craft a path forward that prepares us for the current, and predicted, realities. Recognizing that shifting from then to now re-quires thoughtful reflection and deliberate action, this session will provide practical re-invention strategies in the three key areas of Professional Development, Personal Power, and Procurement Trends. Rashmi has successfully led large teams, held Profit and Loss accountability, and gained exten-sive business experience within corporate and academic arenas in Canada, the USA and the UK. In her role with Lake and Associates Rashmi specializes in process facilitation, and the design and delivery of workplace learning solutions. She works with Clients in both the public and private sectors and has facilitated workshops in North America, South America and Asia. Rashmi holds an MSc. in Human Resource Management, from Sheffield Hallam University; a BSc (HONS) in Hotel and Catering Management, from Manchester Metropolitan University; and a Postgraduate Certificate in Adult Education, Facilitation and Training from the University of Teesside. Rashmi is a Step II Myers-Briggs© Practitioner and a certified facilitator in The Coaching Leader™ (Forrest & Company Ltd). Rashmi is an Instructor with the Centre for Innovation, Management and Enter-prise Education, The Goodman School of Business, Brock University, and a Program Facilitator with the Ontario Institute for Studies in Education (OISE), at the University of Toronto. Rashmi is the author of the motivational book “Rash Decisions: Accept Where You Are, And Then…Be Amazing.”

Rashmi Biswas Lake and Associates Canada Inc.

ACCEPT WHERE YOU ARE AND THEN...BE AMAZING



As we pass the first-year anniversaries for the new Canadian Free Trade Agreement and Canada-

EU Comprehensive Economic and Trade Agreement, trade treaty compliance remains a work in

progress for many public institutions in Ontario. This presentation will provide practical insights for

developing a rapid action plan for treaty compliance, including a checklist to help you assess how

your organization measures up to its treaty compliance obligations.

Paul Emanuelli is recognized by Who’s Who Legal as one of Canada’s leading procurement law-

yers. He is the General Counsel and Managing Director of the Procurement Law Office, which was

recently ranked by Global Law Experts as Canada’s top public procurement law firm. Paul has an

extensive track record of public speaking, publishing and training. His portfolio focuses on major

procurement projects, information technology transactions, outsourcing, corporate governance

and supply chain management. He has in-depth experience advising institutions on the strategic

legal aspects of their purchasing operations, developing procurement formats and negotiating

commercial transactions. He is the author of Government Procurement, The Laws of Precision

Drafting: A Handbook for Tenders and RFPs and Accelerating the Tendering Cycle.

Paul Emanuelli, General Counsel & Managing Director The Procurement Office

TRADE TREATY COMPLIANCE



Have you noticed the dynamics of your work environment changing right before your eyes? Never before have five generations worked side-by-side at the same time, making the need to under-stand generational differences in communication preferences, behaviour, and company loyalty and work style more important than ever. This session will outline traits and characteristics of each gen-eration and how to appreciate and best to work with, or manage, each generational group.

This session will also include a fun, informative, self-discovery format utilizing Personality Dimen-sions®. This human relations tool, based on leading-edge research in human motivation and be-haviour, is a vehicle by which we can become more aware of our own strengths and values, as well as those of others. Patsy Marshall is a highly regarded, energetic, results-oriented speaker, trainer, consultant and volunteer who takes great pride in influencing the human side of business. Patsy’s sessions are focused, interactive, upbeat, inspirational, and most importantly, practical. She has presented numerous keynotes and workshops to a wide variety of audiences.

Patsy has extensive experience in adult education and organizational effectiveness. She has been in full-time senior leadership positions in health care (8 years in respiratory medicine and 8 years as Director of Education with the Homewood Health Centre). Since 1993, Patsy has been Presi-dent of her own training and development company, Train on Track. She continues to teach with Conestoga College, Sheridan College, Brock University, McMaster University, the University of Guelph and the University of Waterloo. In addition, Patsy has recently accepted an offer to teach within the Mental Health Program with Mohawk College, commencing in September 2017.

She has received the Woman of Distinction Award - Training and Education, from the YM/YWCA in 2012. She was the Y`s Honourary Chair for the Women of Distinction`s 20th Anniversary in 2015. Patsy also received the J. David Stewart, in 2007, from Conestoga College for teaching excellence and leadership. Patsy has always been active in her community and has served on many boards. She was the District Governor of Rotary District 7080 for the year 2014-2015. In this capacity, she oversaw 49 clubs, and 1750 people. Patsy continues to be active with Rotary and belongs to the Rotary Club of Guelph Trillium. She is also a board member with the Sunrise Therapeutic Riding and Learning Centre.

Patsy Marshall Train on Track

FIVE GENERATIONS IN THE WORKPLACE - BUILDING INTERPERSONAL SKILLS UTILIZING PERSONALITY DIMENSIONS

Thursday, September 27, 2018 8:30 am - 9:30 am


Conflicts of interest are one of the most compelling and difficult issues facing procuring authorities. Issues of disclosure of the conflict, assessment, strategies for management and mitigation, and re-source scarcity will be discussed. Solutions for managing conflicts will also be assessed: conflict of interest committees, ethical walls, directors and officers certificates, and “conflict clearing” process-es will be examined.

With over 30 years of experience dealing with commercial and procurement issues, Judy has ad-vised clients across the globe on the full spectrum of infrastructure and public procurement issues. She has extensive experience in contracts to engage the private sector in the provision of tradition-al government services. She has also led a wide range of transactions to engage the private sec-tor, including design-build-finance-maintain, operations and maintenance, and facilities manage-ment of public-sector facilities, as well as the provision of clinical services in the community-care sector.

Judy is a leading practitioner in the field of alternative finance and procurement projects and infra-structure development projects in industries such as health care, transit and transportation, nuclear energy, and information technology systems. She has developed and implemented procurement and contract documentation to support a wide range of public-private partnerships (P3s), and has provided advice and legal opinions relating to procurement processes and evaluation, project risk management and mitigation strategies, project structuring, and agreements. Judy's projects include: Ontario's nuclear new-build project Infrastructure Ontario projects with respect to alternative financing for hospitals, detention cen-

tres, a data centre and other public facilities Contracts between government and the private sector with respect to nursing homes, long-term

-care facilities, air ambulance, telehealth and community-care access centres Transactions related to P3s (advising public-sector clients and international financial institu-

tions) in the water and wastewater sector in Canada, South Africa, the West Bank, Jordan, Ga-za, Armenia, Uzbekistan, Tajikistan, the Philippines, Kenya, Zambia, India, Ukraine and Mozambique

Judy L. Wilson Blake, Cassels & Graydon LLP

DEALING WITH PROCUREMENT CONFLICTS OF INTEREST

Thursday, September 27, 2018 10:00 am - 11:00 am


This session will serve to highlight the importance of open architecture on innovation and how it

affects city procurement. Kurtis will explain why the future of Internet of Things (IoT) is dependent

on open architecture. He will demonstrate why governments should evaluate new procurement

models that encourage innovation, and why they should focus on problem-based, rather than

'specification-based' procurement.

Kurtis McBride is co-founder and CEO of Miovision, a technology company that provides the

foundation for tomorrow’s smart cities by transforming the way traffic networks are managed to-

day. Under Kurtis' leadership, Miovision has provided the data and insights to improve traffic flow

in over 17,000 municipalities worldwide.

In 2016, Kurtis co-founded Catalyst137 – a converted warehouse that will become the world's

largest campus for burgeoning technology manufacturing and IoT companies. Kurtis holds a

Masters of Engineering in Systems Design from the University of Waterloo.

Kurtis McBride Miovision

PROCUREMENT IN THE SMART CITY

Thursday, September 27, 2018 11:00 am - 12:00 pm


IT procurement can be highly complex, covers a broad range of IT acquisitions and is often asso-ciated with a relatively high failure rate. This session will provide participants with some strategies designed to improve their IT procurement. These sessions will address on a high-level the challenges of and review why many IT procurements fail selected strategies for improved IT procurement success Debby Shapero Propp is a commercial lawyer with a focus on supply chain, technology and health law, providing legal services in the private, public and broader public sectors. Her experi-ence of over 25 years includes private practice and in-house counsel positions at both the Ontario provincial government and shared service organizations. Debby provides advice on challenging procurement initiatives, document development, major group procurements, all aspects of in-creasingly complex supply chain issues and related commercial processes including trade agree-ment matters. She acts for her clients in technology acquisitions and negotiations. Debby also provides virtual general counsel services for organizations and extra-provincial legal services. Debby has authored numerous articles and regularly speaks and teaches across Canada. Debby is a founding member of the Health Lawyer Network (HLN) www.healthlawyernetwork.ca For more information about Debby, you can visit her website at www.shaperopropp.ca or contact her at [email protected]

Debby Shapero Propp, Law Office

IT PROCUREMENT - CHALLENGES AND STRATEGIES

Thursday, September 27, 2018 1:30 pm - 3:15 pm

http://www.healthlawyernetwork.ca

http://www.shaperopropp.ca

mailto:[email protected]


The Government of Ontario is the first Canadian jurisdiction to pass legislation (Bill 6 - IJPA) to support the advancement of community benefits in public infrastructure. In Europe, since legisla-tion passed in 2014, public buyers have been actively involved in developing new ways to add so-cial value to taxpayer funded contracts. CETA, the agreement between Canada and Europe, is the first international trade agreement to impact all sub-national government procurement includ-ing the MASH sector. What does this mean for OPBA members? Increasingly, governments are looking to better lever-age public procurement to advance a more inclusive and sustainable society; to promote skills de-velopment and reduce poverty; to foster Indigenous reconciliation and gender equality; to drive innovation. In this session, Sandra Hamilton a thought leader and practitioner at the forefront of this work, explores the changing landscape, showcases the strategic role of public buyers as pow-erful agents of change and outlines the incredible opportunity we have to “move beyond do no harm, to proactively and intentionally do some good”. Sandra Hamilton is a Strategic Procurement Advisor, Speaker & Canada’s First Social MBA She has designed both British Columbia’s & Alberta’s first Social Procurement Frameworks and works with governments, industry and non-profit clients to develop strategies to move markets to-ward a more sustainable and inclusive economy. For Sandra “It’s about moving procurement be-yond Do No Harm, to proactively and intentionally Doing Some Good.” She is the former Business Manager to Vancouver 2010 Olympics CEO John Furlong and Olym-pic rower Silken Laumann. Known for her progressive, trade agreement compliant approach, last year she was nominated by Global Affairs Canada to profile her work at the World Trade Organi-zation (WTO) Symposium on Sustainable Government Procurement in Geneva.

Sandra Hamilton, Strategic Procurement Advisor, Canada’s First Social MBA

ARE WE BUYING THE FUTURE WE WANT? The Importance of People, in a People, Planet, Profit Ap-proach to Sustainable Public Procurement

Thursday, September 27, 2018 3:15 pm - 4:15 pm


There can sometimes be a lengthy period of time between signing the terms and conditions for an RFP and the commencement of services provided by the Contractor. What happens when the Contractor’s material representations and warranties change between the initial agreement and the start of the contract? Watch as Thomas Gold Pettingill LLP present a mock trial to address these issues, followed by a Q&A period to address any related questions.

Ian Gold founding partner resolves problems for his clients. He is a skillful civil and commercial litigator having extensive trial experience before judges and juries. His practice spans all fields, but emphasises complex insurance litigation. Ian has handled all matters of insurance and insur-ance coverage cases on behalf of insurers including professional malpractice, directors and offic-ers liability, property and casualty claims, class actions, environmental litigation, subrogation, and insurance fraud. He has defended a wide variety of claims, including fire and flood losses, person-al injury claims, construction negligence, product liability, occupiers’ liability, libel and slander claims, and social host liability.

Nadine Nasr, founding partner has been involved in various aspects of insurance law and a broad range of litigation matters involving first party claims, including bad faith litigation; and tort defence claims, including occupier's liability, motor vehicle insurance, personal injury and tavern liability; product liability, professional negligence claims, construction liability, travel insurance and subroga-tion. Nadine has successful trial and appellate experience.

Adam Bucci joined Thomas Gold Pettingill after first gaining a wealth of experience in civil litiga-tion at the Crown Law Office of the Ministry of the Attorney General. Adam’s practice at the firm includes defending complex insurance matters involving occupiers’ liability, tavern liability, sports liability, product liability, professional negligence, and motor vehicle insurance claims. Adam also regularly represents insurers in first-party insurance claims under CGL and homeowners’ policies.

Ian Gold Nadine Nasr Adam Bucci Thomas Gold Pettingill LLP

CHANGE IS (NOT) ALWAYS GOOD - MOCK TRIAL

Friday, September 28, 2018 8:30 am - 10:00 am


As OPBA celebrates its 60th anniversary as the premier public procurement association in Ontar-io, this is an ideal time to reflect how public procurement has progressed since 1958. As we hon-our the past, we will also assess what steps must be taken to invent a future where we are recog-nized as a true profession. In this session, we will explore the four pillars of a profession and the strategies being implemented by NIGP to guide our journey towards greater relevancy and credi-bility. Naturally, our collective success depends on each practitioner making a commitment to en-gage in education, professional development, knowledge sharing, and networking as we work to-gether to shape and invent the future. Rick Grimm CPPO, CPPB, FCIPS was appointed as NIGP’s 5th Executive Vice President/CEO in January 1998 and has served the NIGP membership for more than 20 years. Prior to his appoint-ment, he was employed in county government and a public school district for 23 years including 12 years in public procurement management. As a NIGP member, he chartered the Greater Mi-ami Chapter and was a prominent leader of the Rocky Mountain Governmental Purchasing Asso-ciation Chapter where he was co-chair for NIGP’s 50th Forum in Denver. He served on multiple NIGP committees and on the NIGP Board of Directors until his appointment as CEO. Rick earned a Bachelor’s Degree in Business Administration (University of Miami) and a Master’s in Public Ad-ministration (Florida International University). He holds a Certified Public Procurement Officer Cer-tification (CPPO) and a Certified Professional Public Buyer (CPPB) designation from the Universal Public Procurement Certification Council and a Fellow of CIPS from the Chartered Institute of Pro-curement and Supply in the United Kingdom.

Rick Grimm National Institute of Governmental Purchasing

HONOURING 60 YEARS! WHAT’S NEXT

Friday, September 28, 2018 10:30 am - 11:30 am


Music has the power to transform, inspire, move and motivate us. The Drum Café has a very sim-ple but effective message—if people can play to the same beat and listen to each other, then they can make music together. Drums and drumming are a great way to break down barriers, create common ground, and teach people the value of listening and learning together. The benefits of Drum Cafe’s team building: Breaks down the barriers that obstruct creativity Defines objectives and goals of the group Create communication that improves processes and procedures Increase organizational productivity Identify strengths and weaknesses of teams and individuals Improves problem-solving ability Increases morale Builds leadership skills Helps tap into hidden potential We don’t just offer another team building exercise; we aim to deliver some-thing that can assist in creating lasting positive change. The Drum Café model was adapted to create change within corporate cul-ture; the ultimate unifier, the ultimate team building activity.

The Drum Cafe

IT STARTS WITH A SIMPLE BEAT

Friday, September 28, 2018 11:30 am - 12:15 pm

WHAT YOUR CONFERENCE PACKAGE INCLUDES

Register directly online at www.opba.ca To register for an NIGP Course or NIGP Conference Package, a endees need to register through OPBA Central Office.

3 Day Conference Package (OPBA Member, NIGP, SCMA or Other Public Agency Member) (No NIGP Course)

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

1 Day Conference Package OPBA Member, NIGP, SCMA or Other Public Agency Member)

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

3 Day Conference Package with 1 Day NIGP Course and Thursday Friday OPBA Conference (OPBA Member, NIGP, SCMA or Other Public Agency Member)

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

1 Day NIGP Course

NIGP 1 Day Course includes breakfast, lunch, coffee breaks.

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

OPBA 3 Day Conference Package includes 2 breakfasts (Thursday & Friday) 3 lunches (Wednesday, Thursday & Friday), coffee breaks, and all seminars. No Evening or Social Events included.

REGISTRATION

http://www.opba.ca

http://www.opba.ca

https://www.opba.ca/index.cfm

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 20, 2018 is not guaranteed.

Registra on to be received

by August 20, 2018

Late Registra on received between August 21 and

September 11, 2018

Transfer Amounts to Page Two

3 Day Conference Package (OPBA Member)

$575.00 (taxes incl.) $775.00 (taxes incl.) $

3 Day Conference Package No Wednesday or Thursday Evening Ac vi es permi ed

(Non‐Member)


1 Day Conference Package Includes 1 Day Conference or 1 Day OPBA Course (NIGP, SCMA or Other Public Sector Member)


ALL REGISTRATIONS ARE TO BE SUBMITTED ON‐LINE AT www.opba.ca

** Maximum** 20 people per class (NIGP and OPBA sessions only). Register early to avoid disappointment.

1 Day Conference Package (OPBA Member)


3 Day Conference Package (NIGP, SCMA or Other Public Sector Member)


GENERAL REGISTRATION

http://www.opba.ca

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, 111 Fourth Avenue, Ridley Square, Suite 361, St. Catharines, ON L2S 3P5” and received by mail before August 20, 2018. No post dated cheques with dates a er September 11, 2018 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 20, 2018 a er which we cannot re‐fund 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.) $

GENERAL REGISTRATION

GENERAL REGISTRATION CONFERENCE SEMINAR AND EVENT SCHEDULE

VERY IMPORTANT: Please indicate with an (x) all seminars and events that you will be attending during the conference. This information is required for planning purposes.

WEDNESDAY 8:00am – 5:00pm NIGP Course: Practical Specification Writing

8:30am – 3:30pm OPBA Principles Course: Advanced Competitive Bidding

1:00pm – 2:00pm Keynote – The 60-min Perspective Makeover: Proven Tips to Living an Awesome Life! – Jessica Holmes

2:00pm – 3:00pm Accept Where You Are And Then…Be Amazing – Rashmi Biswas

3:30pm – 4:30pm Trade Treaty Compliance – Paul Emanuelli

5:00pm – 5:45pm First Time Attendees Meet & Greet

6:00pm – 10:00pm Dinner & Evening Entertainment – Bingemans: Gourmet Tacos, Beverages, and Bowling

THURSDAY 8:30am – 3:30pm OPBA Principles Course: Purchasing and the Law

8:30am – 9:30am Five Generations in the Workplace – Building Interpersonal Skills & Utilizing Personality Dimensions – Patsy Marshall

10:00am – 11:00am Dealing with Procurement Conflicts of Interest – Judy Wilson

11:00am – 12:00pm Procurement in the Smart City – Kurtis McBride

12:45pm – 1:30pm OPBA Annual General Meeting

1:30pm – 3:15pm IT Procurement: Challenges and Strategy – Debby Shapero Propp

3:15pm – 4:15pm Are We Buying The Future We Want – Sandra Hamilton

5:30pm – 10:30pm President’s Gala

FRIDAY

8:30am – 10:00am Mock Trial: Change Is (Not) Always Good – Thomas, Gold, Pet-tingil

10:30am – 11:30am Procurement: The Future – Rick Grimm

11:30am – 12:15pm Motivation & Team Building - Drum Cafe

I am a first-time conference attendee and would like a ‘Conference Buddy’

I am a conference veteran and will volunteer to be paired with a first-timer

REGISTRATION PACKAGES, DATES AND DEADLINES

Registra on a er August 24, 2018 is not guaranteed.

Select One Op on

Registra on to be received by August

20, 2018

Late Registra on received between August 21 and

August 24, 2018

NIGP Members

NIGP 1 Day Course and OPBA Conference Package, (Includes NIGP 1 Day course, Thurs‐day and Friday OPBA Sessions, Wednesday and Thursday evening events)

$765.00 (taxes incl.)

$815.00 (taxes incl.) Reg‐istra on not guaranteed

NIGP Members

NIGP 1 Day Course ‐ ONLY (Includes Breakfast and Lunch) Prac cal Specifica on Wri ng



OPBA Members




OPBA Members




Non‐Members




Non‐Members




NIGP COURSE REGISTRATION

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:

Check here if you are a First Time Attendee

REGISTRATION PACKAGES, DATES AND DEADLINES Registra on a er August 24, 2018 is not guaranteed.

Registra on to be received by

August 20, 2018

Late Registra on received between August 21 and August 24, 2018

TOTAL

NIGP 1 Day and OPBA Conference Package (Includes NIGP 1 Day course, Thursday and Friday OPBA Sessions, Wednesday and Thursday evening events)

$ $

Registra on not guaranteed

$

NIGP 1 Day ‐ ONLY Prac cal Specifica on Wri ng

$ $

Registra on not guaranteed

$

** Maximum** 20 people per class (NIGP and OPBA sessions only). Register early to avoid disappointment If you are paying by credit card, you may forward the registra on form by fax to 888‐416‐7767 or email: [email protected]

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: ______________

ALL REGISTRATIONS FOR NIGP COURSE MUST BE SUBMITTED DIRECTLY TO OPBA CENTRAL OFFICE

NIGP COURSE REGISTRATION

OPBA CONFERENCE DISCLAIMERS

General Program information 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 participating or attending this OPBA Conference. It is agreed that

OPBA, its employees, agents, and officers reserve the right to cancel or

reschedule programs, change speakers, locations, or revise content.

Right to Refuse Admission OPBA reserves the right to refuse admission, at the discretion of the

OBPA Conference Director and/or Executive. If admission is refused

part‐way through the conference, OPBA will refund a proportionate

amount of the fee.

Photo and Video Release OPBA will take photographs and some video at this OPBA Annual Con‐

ference and may use them in news or promotional materials whether

in print or electronic format, or other media, including the OPBA web‐

site. By participating in this 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.

Expected Behaviour Event Participants are expected to communicate and present them‐

selves in a professional and constructive manner, whether in person or

virtually, handle dissent or disagreement with courtesy, dignity and an

open mind, be respectful when providing feedback, and be open to al‐

ternate points of view. Refrain from demeaning, discriminatory or har‐

assing behavior or speech. We expect all Participants to abide by this

code of conduct at all Events.

Consequences of Unacceptable Behavior

Any perceived harassment and/or unacceptable unwanted / uninvited behavior will not be tolerated by any Par cipant. Anyone asked to stop any harassing behavior is expected to comply immediately. If a Par ci‐pant, either in real or virtual space, engages in unacceptable behavior, the OPBA may take reasonable ac ons in the best interests of the OP‐BA to protect the safety and security of its Event and Par cipants; in‐cluding the expulsion from the Event and/or ac ons taken by appropri‐ate local law enforcement officials.

WHERE TO STAY

Delta Hotels by Mariott 110 Erb Street W., Waterloo, ON N2L 0C6

1-888-236-2427

Book your group rate for Ontario Public Buyers Association (OPBA)

RATES

Guest Room $179 Deluxe Room $189 Studio Room $209

A block of rooms has been set aside and will be available until

August 27, 2018

Check In 3:00 pm Check Out 11:00 am

Located in the heart of Waterloo, this hotel is within 2km of the Clay and Glass Gallery, the University of Waterloo and Wilfrid Laurier University, the Waterloo Central Railway Station, the Perimeter Institute for Theoretical Physics, and

many restaurants, bars and shopping.

http://www.marriott.com/meeting-event-hotels/group-corporate-travel/groupCorp.mi?resLinkData=Ontario%20Public%20Buyers%20Association%20(OPBA)%20%5Eykfdw%60OP1OP1A%7COP1OP1B%7COP1OP1C%7COP1OP1D%7COP1OP1F%60179-209%60CAD%60false%604%609/24/18%609/28/18%6008/27/18&app=resvlink&stop_mobi=yes

BY AIR Region of Waterloo International Airport (YKF) https://www.waterlooairport.ca/

Toronto Pearson International Airport (YYZ) https://www.torontopearson.com/#

BY CAR From Toronto to K-W: Take ON-401 W towards London Continue on ON-401W to Kitchener Merge onto ON-85N Conestoga Expressway Take the Bridgeport Road West exit from ON-85N

Continue on Bridgeport Road E, drive to Erb Street W in Waterloo

From London to K-W: Take ON-401 E via ramp to Kitchener Merge onto ON-85N Conestoga Expressway Take the Bridgeport Road West exit from ON-85N

Continue on Bridgeport Road E, drive to Erb Street W in Waterloo

BY RAIL VIA Rail runs between Kitchener and Toronto, Guelph, London, and Sarnia; the train station is locat-ed at 126 Weber St. W, near the corner of Victoria St. in the northeast corner of downtown. Via runs three trains a day in each direction. Learn more on: http://www.viarail.ca/en/explore-our-destinations/stations/ontario/kitchener

BY BUS

GoTransit: https://beta.gotransit.com/

Greyhound Bus: https://www.greyhound.ca/

GETTING AROUND THE REGION

GETTING HERE

http://www.waterlooairport.ca/

https://www.waterlooairport.ca/

https://www.torontopearson.com/

http://www.viarail.ca/en/explore-our-destinations/stations/ontario/kitchener




https://beta.gotransit.com/

https://www.greyhound.ca/

10TH ANNUAL CAVEAT EMPTOR

Golfers of all levels dust off your clubs and join us at one of Waterloo Region’s premiere golf destina-tions, Rebel Creek Golf Club, 1517 Snyder’s Road, Petersburg, for a fun filled afternoon of Scram-ble Golf, Prizes and more!

Date: Tuesday, September 25, 2018

Tee-Off: 12:30 pm

Cost: $90.00 per person

Includes: Welcome gift at check in, 18 holes with power cart, voucher for lunch on the go, full use of the practice facilities (Full range, chipping and putting areas)

Contests: Prizes for winning foursome, most honest foursome, longest drive and closest to the pin

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 7, 2018, after which money will not be refunded.

For further details on this golfing event, please contact:

Adam Buchholtz, City of Kitchener

Email: [email protected]

Telephone: 519-741-2200 ext. 7217

SAVE THE DATE SEPTEMBER 25‐27, 2019

60TH ANNUAL OPBA CONFERENCE

Co-hosted by

• MISSISSAUGA • BRAMPTON • CALEDON • • REGION OF PEEL •

61st ANNUAL CONFERENCE

a statement of ethics · purchasing agents for this agency. absolutely no gifts or favours are...

Documents