1. Achieving Administration Excellence With Anatomy & Cell Biology February 25, 2009

2. Mission Learning Collaboratives Administration Excellence Goals Administration Excellence Modules Financial Services & Procurement McGill MarketPlace Next Steps

3. The Mission Transform Medicine’s Administrative Support Services into one focused effort that will enable the best possible service levels in Student Centered Stewardship, Human Resources, Financial Services, Facilities Management and Stakeholder Affairs; and to therefore: Free-up the Faculty of Medicine and all of its units to continue to make and even increase breakthroughs in medicine.

4. Administration Excellence Core Administration School Administration Clinical Administration

5. Core Administration  Core systems, policies & procedures for all of the administrators of the Faculty  Department of Anatomy & Cell Biology will be developed as the Core Admin Excellence Model  Full support and participation of: ◦ Sandra Botbol ◦ Professor John Bergeron, PhD

6. Clinical Administration  Clinical Administration systems, policies & procedures that are particular to departments that are aligned with the Teaching Hospitals and the MUHC-RI  Department of Medicine will be developed as the Clinical Admin Excellence Model  Full support and participation of: ◦ Teresa Alper ◦ Dr. David Eidelman

7. School Administration  School Administration systems, policies & procedures that are particular to the Schools.  School of Physical & Occupational Therapy will be developed as the School Admin Excellence Model  Full support and participation of: ◦ Manon Trudeau ◦ Professor Maureen Simmonds PhD

8. Mastery in all aspects of department administration:  Student Centered Stewardship – undergrad to post- grad to doctoral to post doctoral  Human Resources – recruitment to retirement or exit  Financial Services – financial management of the Faculty, its departments, and research funds  Facilities Management – responsible management of all facilities  Stakeholder Affairs – relations with donors, alumni, students & faculty

9. Administration Excellence Student Centered Stewardship Financial Services Stakeholder Affairs Facilities Management Human Resources

10. Goal: Best-in-Class procurement practices for Medicine Model of Excellence: Department of Anatomy & Cell Biology Tool: McGill MarketPlace “MMP” ◦ Web based purchasing tool to ◦ Get it right the first time & ◦ Significantly reduce administrivia

11.  Proactive management of funds and budgets  Users will not go back to PCards: ◦ Just as fast ◦ Better control over spending ◦ Significant reduction in administrivia  When it hasn’t worked & why? ◦ Spending over budget ◦ Routines not respected ◦ Approvals not in place

12.  PCard - Pro ◦ You order goods with a phone call ◦ Your goods are delivered  PCard – Con ◦ After the fact reconciliation – you must approve on MOPS and add a FOAPAL; ◦ You must store original invoices in orderly fashion for 7 years – subject to after-the-fact compliance reviews; ◦ You cannot easily identify what was purchased without going back to original invoice; ◦ Card sharing – you cannot easily identify who made the purchase – vulnerability to fraud; ◦ The charges are automatically charged to your FOAPAL without approval; ◦ Significant delays for replacement cards.  MMP - Pro ◦ Accessible 24/7; ◦ Same day order turn around time and in many cases next day delivery; ◦ New PRs on repetitive orders in minutes; ◦ You decide who can make purchases in MMP; ◦ You can approve the transactions before the order is made and charged to your FOAPAL; ◦ Track what purchases are being made and by whom; ◦ Vendors understand conditions up front; ◦ Invoices sent directly to Accounts Payable; ◦ You cannot buy goods with insufficient funds.

13. McGill MarketPlace Preparing for Unit enablement

14.  It is your virtual shopping mall at McGill  You can: ◦ View, compare, search for products ◦ Order products charging FOAPALs ◦ Shop from multiple online catalogs using a shopping cart ◦ Save a list of favorite products ◦ View order history

15.  Can assign FOAPAL per line item or globally  Can have zero $ line item  User shopping profiles will allow for FOAPAL favorites  Purchase Requisitions approved locally by FFM (Fund Financial Manager) or delegate  All Purchase Orders will be sent to vendor  Can assign FOAPAL per line item or globally  Can have zero $ line item  User shopping profiles will allow for FOAPAL favorites  Purchase Requisitions approved locally by FFM (Fund Financial Manager) or delegate  All Purchase Orders will be sent to vendor

16.  Provide a one-stop shop for all purchasing of goods & services requirements  Save money across the University by negotiating better pricing  Easier access to purchasing data  Improvement of processes and financial controls  Provide a one-stop shop for all purchasing of goods & services requirements  Save money across the University by negotiating better pricing  Easier access to purchasing data  Improvement of processes and financial controls

17.  Single access point for your purchases  Secure environment for making purchases which reduces risk of abuse ( i.e. PCards)  Increases control over who can make purchases  Instant validation of available funds

18.  Better tracking of expenditures to budgets  Better control over purchasing & therefore spending  Elimination of duplicate orders  Significant reduction in “wrong charges” i.e. incorrect FOAPALs being used  Significant reduction in PCards which frees us up from the bureaucracy necessary to replace PCards

19.  Reduces administrative tasks such as: ◦ No post purchase reconciliations to PCards (no need to approve in MOPS) ◦ All invoices will be sent directly to Financial Services ◦ Document retention is managed centrally therefore no need to keep paper records in departments or labs ◦ Frees up department heads, administrators, PI’s…to proactively manage their funds and budgets

20. MMP Tutorials  http://www.mcgill.ca/purchasing/buy/marketplace/tutorials/#1 http://www.mcgill.ca/purchasing/buy/marketplace/tutorials/#1 Procurement Administration Tutorials  http://www.mcgill.ca/financialservices/training/tutorials/procureadmin/ http://www.mcgill.ca/financialservices/training/tutorials/procureadmin/ Approvals Tutorials  http://www.mcgill.ca/financialservices/training/tutorials/approvals/ http://www.mcgill.ca/financialservices/training/tutorials/approvals/ MMP Tutorials  http://www.mcgill.ca/purchasing/buy/marketplace/tutorials/#1 http://www.mcgill.ca/purchasing/buy/marketplace/tutorials/#1 Procurement Administration Tutorials  http://www.mcgill.ca/financialservices/training/tutorials/procureadmin/ http://www.mcgill.ca/financialservices/training/tutorials/procureadmin/ Approvals Tutorials  http://www.mcgill.ca/financialservices/training/tutorials/approvals/ http://www.mcgill.ca/financialservices/training/tutorials/approvals/

21.  Roles & responsibilities surrounding MMP ◦ Shopper ◦ Requestor ◦ Approver  Roles & responsibilities surrounding MMP ◦ Shopper ◦ Requestor ◦ Approver Finance controls

22. Roles & Responsibilities clarified ShopperRequestorApprover  Search products in the on-line catalogs.  Add products to a cart.  Enter a delivery date.  Enter internal and vendor notes  The shopper will assign the cart to a requestor who will assign FOAPAL(s) and place the order  All employees are automatically established as shoppers  Prepares and completes orders  Receives carts from shoppers to complete − Notification by email. − Will find the cart assigned in their pending carts. − Assign FOAPAL(s)  Fund Financial Managers (FFM) are automatically deemed as Requestors  FFMs may sponsor other employees to be Requestors  Once a Requestor, they can place orders on any FOAPAL in any amount.  Intercepts and reviews orders originated by others, to assess whether: − Meets the objectives of the fund(s) charged − Is legitimate, reasonable and an appropriate use of funds − Adheres to policies and guidelines − Complies with any restrictions imposed by external funding sources  By default, the Approver is the FFM  The FFM may name one or more delegates and establish $$ limits fund by fund.

23.  You will be invited to a McGill Marketplace implementation workshop where you will learn:  How to get setup in MMP;  Know what role you have in MMP;  How to make it work efficiently for you;  How to track & expedite your orders;  How to perform approvals (if implicated);  How to manage these events and records.  You will be invited to a McGill Marketplace implementation workshop where you will learn:  How to get setup in MMP;  Know what role you have in MMP;  How to make it work efficiently for you;  How to track & expedite your orders;  How to perform approvals (if implicated);  How to manage these events and records.

24.  The Faculty of Medicine commits to providing you with an ongoing support system to ensure a smooth and easy transition to using McGill MarketPlace;  With your support, by April 30 th, Anatomy and Cell Biology will be the MMP Benchmark for the Faculty of Medicine.  The Faculty of Medicine commits to providing you with an ongoing support system to ensure a smooth and easy transition to using McGill MarketPlace;  With your support, by April 30 th, Anatomy and Cell Biology will be the MMP Benchmark for the Faculty of Medicine.  This presentation can be found at: http://www.mcgill.ca/facmedinternal/presentations /  This presentation can be found at: http://www.mcgill.ca/facmedinternal/presentations /