1. Transcending Traditional Barriers Linking University Advancement and Research with Procurement Trudy Pound-Curtis CAUBO Conference, Saskatoon SK June 14, 2004

2. CAUBO Conference, June 14, 2004 Trudy Pound-Curtis 1 Procurement Services Procurement is the OPEN, FAIR, and TRANSPARENT manner where goods and services are procured at the OPTIMAL PRICE in a COMPETITIVE ENVIRONMENT, and where all transactions yield the MAXIMUM BENEFIT to the University.

3. CAUBO Conference, June 14, 2004 Trudy Pound-Curtis 2 Traditional Model Research Procurement Services University Advancemen t

4. CAUBO Conference, June 14, 2004 Trudy Pound-Curtis 3 Traditional Model Research Procurement Services Researchers don’t want to be “in bed” with administration Researchers perceive autonomy over grant funds Granting Councils did not focus on the procurement process Researchers did not recognize the “value- added” that could be provided by Procurement Services University administration focused on supporting operating activities as very little funding was available to support research activities

5. CAUBO Conference, June 14, 2004 Trudy Pound-Curtis 4 Emerging Trends Procurement Services Research Significant shift Canada Foundation Innovation Capital Grants Ù Clear guidelines – procurement process must follow university procurement policy Ù Federal Agreement on Internal Trade ($100,000) Increased expectations from the Tri Council on the “procurement process” Increased recognition by University administration of fiduciary responsibility for public funds Increased dollars spent on research Increased funding available for indirect cost of research support

6. CAUBO Conference, June 14, 2004 Trudy Pound-Curtis 5 Procurement Services Emerging Trends – Challenges Research Procurement Services  Education Granting Council guidelines Canada Foundation Innovation guidelines Researchers  Education Accountability side “Value-added services” from procurement services Communication Dedicating and funding administrative support

7. CAUBO Conference, June 14, 2004 Trudy Pound-Curtis 6 Traditional Model Procurement Services University Advancement Inherent conflict with goals of procurement University policy prohibits consideration of “donations” Compromise the procurement process Could result in higher costs Could result in lower quality products/services (buy business) Confuses the budgeting and accounting for the transaction Conflict of interest or perception of “conflict of interest”

8. CAUBO Conference, June 14, 2004 Trudy Pound-Curtis 7 Emerging Trends – Greater Cooperation Procurement Services Sharing information Vendor list Deep discounts Conversion of in-kind donations (case by case) Cheque for cheque exchange University Advancement

9. CAUBO Conference, June 14, 2004 Trudy Pound-Curtis 8 Emerging Trends – Challenges Procurement Services Communications Transparency of transactions Education of vendors – procurement process Impact of cheque for cheque exchange  tax leakage Validation of “deep discounts” University Advancement

10. CAUBO Conference, June 14, 2004 Trudy Pound-Curtis 9 Questions