Procurement Post Review

1. Procurement Post Review A New Operations Portal Application

2. Welcome • Presenter: Marcelo Donolo, OPCPR • Background of PPR Application: • Need for a PPR System • Development Methodology • Board Approval • Pilot Program

3. Objectives

4. Objectives • System Overview and Workflow • Pilot & Implementation • Next Steps

5. System Overview

6. System Overview • Functions • Electronic access • End user recognition • Document management • Rating mechanism • Reporting

7. Business Workflow

8. Business Workflow

9. Business Workflow(and functions) 1. Electronic access 2. End-user Recognition 3. Document Mgmt 4. Rating Mechanism 5. Reporting

10. Function 1:Electronic Access

11. Electronic Access • Post Review tab in Operations Portal • All bank staff can view • Only project team Reviewers can edit

12. Electronic Access • Post Review tab in Operations Portal • All bank staff can view • Only project team Reviewers can edit

13. Function 2:End-User Recognition

14. End-User Recognition • Human resources data for preparers of report • Staff UPI and mapping • Consultant UPI and mapping • Firm name & ID • Procurement accreditation status

15. Preparer Recognition (staff) • If preparer is a bank contact, the bank directory will pop up with the information related to that contact

16. Preparer Recognition (firm) • If preparer is a firm, the firm directory will pop up with the information related to that contact

17. Preparer Recognition (individual) • Search pop-up for Individuals

18. Prepaper Recognition (individual) • Add Individuals pop-up

19. Preparer Recognition (firms) • Search pop-up for firms

20. Preparer Recognition (firms) • Add Firms pop-up

21. Function 3: Document Management

22. Document Management • Automated profiling in IRIS • Standardized profile format

23. Document Management • Upload of post review report 1. 2. 3.

24. Function 4: Rating Mechanism

25. Rating Mechanism • Based on 3-indicator model • Indicator 1: Systems • Indicator 2: Procurement Process • Indicator 3: Contract Administration

26. Rating Mechanism • Based on 3-indicator model • Indicator 1: Systems • Indicator 2: Procurement Process • Indicator 3: Contract Administration • Rated against a 4-point scale • Low, Medium, Substantial, High • Indicator + Overall rating

27. 3-Indicator Model

28. 3-Indicator Model Legal framework Organization/staffing Controls/Manuals Record Keeping • Systems

29. 3-Indicator Model Legal framework Organization/staffing Controls/Manuals Record Keeping • Systems

30. 3-Indicator Model Legal framework Organization/staffing Controls/Manuals Record Keeping • Systems

31. 3-Indicator Model Publications Bidding Evaluation Awards 2. Procurement Process

32. 3-Indicator Model Publications Bidding Evaluation Awards 2. Procurement Process

33. 3-Indicator Model Implementation Payments Compliance 3. Contract Administration

34. 3-Indicator Model Implementation Payments Compliance 3. Contract Administration

35. 3-Indicator Model • Overall Rating

36. 3-Indicator Model • Finalized Indicator Ratings

37. Function 5: Reporting (Output) • Profiled PPR Report • Ratings Form

38. Output • Profiled PPR Report • Ratings Form

39. Output • Profiled PPR Report • Ratings Form (generated automatically by the PPR system)

40. Output • Ratings Form (continued)

41. Main Screenshots

42. Main Screenshots • So…….what does it all look like?

43. Accessing the PPR system:

44. Accessing the PPR system:

45. Adding a New PPR Report

48. Adding a New PPR Report

49. Adding a New PPR Report