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

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transcending traditional barriers linking university advancement and research with procurement

Transcending Traditional Barriers Linking University Advancement and Research with Procurement

Trudy Pound-Curtis

CAUBO Conference, Saskatoon SK

June 14, 2004

procurement services
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.
traditional model
Traditional Model

Research

University Advancement

Procurement Services

traditional model1
Traditional Model

Research

  • 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

Procurement Services

emerging trends
Emerging Trends
  • Significant shift
  • Canada Foundation Innovation Capital Grants
    • Clear guidelines – procurement process must follow university procurement policy
    • 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

Research

Procurement Services

emerging trends challenges
Emerging Trends – Challenges
  • 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

Research

Procurement Services

traditional model2
Traditional Model

Procurement Services

  • 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”

University Advancement

emerging trends greater cooperation
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

emerging trends challenges1
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