All prices are in Canadian dollars.

Selecting the Service Provider/ Choisir un fournisseur de services

Date:   Oct 25, 2021 - Oct 28, 2021
Time:   11:00 AM (EDT)

Selecting the Service Provider

With the impact of COVID has brought on our businesses over the past several months, many firms have come to realize the importance of third-party providers to deliver services. - With this highlighted importance, brings greater scrutiny when selecting your third-party partner. 

In our Selecting the Service Provider course we discuss the pros/cons of sole-source versus competitive sourcing, the  development of effective  sourcing documents (e.g., RFI, RFP), how to prepare for contract discussions, and a review of contract structures and key terms and conditions.

This course will be of interest and value if you are about to become or are involved in the engagement phase for an outsourcing transaction.

Individuals who attend the Selecting the Service Provider course will leave with a comprehensive understanding of the key documents (RFX) that can be used in the sourcing process, contract components (e.g., MSA, SOW, SLA), terms & conditions, techniques for negotiating contracts/renewals, and performance management considerations.

Course Objectives

  • Review the positioning of selecting the provider and negotiating the contract (the engagement phase) within the outsourcing transaction lifecycle and review the importance of this phase.
  • Identify leading practices in the development of an effective Request for Proposal (RFP) and the differences between various go-to-market documents.
  • Discuss key considerations pertaining to the negotiation / re-negotiation / renewal of an outsourcing agreement.
  • Describe the key components of an outsourcing agreement, including terms & conditions, statements of work, and service level agreements.
  • Identify keys to successfully managing change over the term of a multi-year agreement.

Course Sessions

  • Transaction Lifecycle and Other Keys to Success
  • Go-to-Market Documents – Avoiding a Legal Pitfall                 
  • Writing an Effective RFP                                                                   
  • Preparing for Negotiation   
  • The Outsourcing Agreement Overview and Allocation of Risk
  • Service Level Agreements
  • Drafting Effective Statements of Work
  • Managing Change Throughout the Term of the Agreement             
  • Preparing for Renegotiation or Renewal

Course Format

This four-day virtual course is facilitated by some of the most experienced outsourcing professionals. The sessions are supplemented with group workshops/exercises which provide participants with opportunities to share experiences and apply their learnings.

Those who complete the course will receive a digital badge from Supply Chain Canada and SCMPs will earn 5 CPD credits per course (we kindly ask members to enter their activity independently following this course).

Course Pricing

  • Early Bird / Member: CAD $ 475.00 (+ applicable provincial tax) - Until September 30, 2021
  • Regular / Member: CAD $ 550.00 (+ applicable provincial tax)
  • Early Bird / Non-Member: CAD $ 700.00 (+ applicable provincial tax) - Until September 30, 2021
  • Regular / Non-member: CAD $ 750.00 (+ applicable provincial tax)

Course Facilitators

Richard Austin, Partner, Deeth Williams Wall LLP

Richard practices technology and privacy law with a focus on artificial intelligence, privacy and security including cybersecurity, cloud computing, technology and business process outsourcing, applications development and software audits.  Prior to returning to private practice, Richard was General Counsel at EDS Canada for 18 years where he headed a team of lawyers and contract professionals with responsibility for the legal aspects of EDS' business in Canada.  Richard is a member of the Executive Education Faculty of Supply Chain Canada, is a former Director and President of the Canadian Technology Law Association and is a member of the ITechLaw Responsible AI Committee.  Richard has been recognized in the Canadian Legal Lexpert Directory, as Consistently Recommended for Computer & IT Law and Technology Transactions and by Best Lawyers in Canada for Information Technology Law, Privacy and Data Security Law and Technology Law. 

Debra Finlay, Partner, Business Law Group, McCarthy Tétrault


A recognized leader in business law over a broad range of industries, Debra provides innovative solutions that clients can count on. Debra Finlay* is a senior partner in the Business Law Group in Vancouver. Domestic, international, public and private sector clients benefit from Debra’s experience enabling her to manage all aspects of their complex commercial transactions while achieving their objectives. Her practice is primarily focused on the areas of private company mergers and acquisitions and corporate commercial law. Clients trust her strategic advice, innovative solutions, and ability to manage both challenges and opportunities as she pursues their targeted outcome. She employs a holistic approach that ensures a seamless experience for clients. Known for her keen insight and deep understanding of the industries she serves, clients appreciate Debra’s knowledge and guidance in matters regarding data security and privacy. Some of her notable work includes:successfully negotiating and settling complex commercial transactions in the energy, chemical, manufacturing, agrifood/agribusiness, health and technology industries; acting as lead counsel on complex outsourcing transactions including business process and technology outsourcings and related competitive procurement processes, for both public and private sector clients; project development work with domestic and international clients in the energy, marine terminalling, transmission and forestry sectors; and providing strategic advice and drafting and settling complex commercial agreements.

Debra is an active member of the community and currently sits on the Vancouver Symphony Orchestra’s board where she chairs the governance and nominating committee. She also sits on the board of The Bloom Group, an organization that focuses predominantly on responding to the urgent needs of Vancouver’s Downtown Eastside. Within McCarthy Tétrault, Debra led the development of a thought leadership program for clients and friends of the firm held at the Morris J. Wosk Centre for Dialogue. Some of the program’s topics included Vancouver’s crime and policing, arts and culture within the city, and the future of the Port of Vancouver.



 


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