Achieving Administration Excellence With Anatomy & Cell Biology February 25, 2009
Outline • • Mission Learning Collaboratives Administration Excellence Goals Administration Excellence Modules Financial Services & Procurement Mc. Gill Market. Place Next Steps
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.
Learning Collaboratives Core Administration Excellence Clinical Administration School Administration
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, Ph. D
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
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 Ph. D
Administration Excellence Goals Mastery in all aspects of department administration: Student Centered Stewardship – undergrad to postgrad 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
Administration Excellence - Modules Student Centered Stewardship Human Resources Financial Services Administration Excellence Facilities Management Stakeholder Affairs
Financial Services & Procurement Goal: Best-in-Class procurement practices for Medicine Model of Excellence: Department of Anatomy & Cell Biology Tool: Mc. Gill Market. Place “MMP” ◦ Web based purchasing tool to ◦ Get it right the first time & ◦ Significantly reduce administrivia
MMP Experience 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
PCard Vs MMP 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.
Mc. Gill Market. Place Preparing for Unit enablement
Mc. Gill Market. Place It is your virtual shopping mall at Mc. Gill 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
Complete an Order using FOAPAL(s) 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
Objectives 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
Why? 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
Why? 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
Why? 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
Tutorials MMP Tutorials http: //www. mcgill. ca/purchasing/buy/marketplace/tutorials/#1 Procurement Administration Tutorials http: //www. mcgill. ca/financialservices/training/tutorials/procureadmin/ Approvals Tutorials http: //www. mcgill. ca/financialservices/training/tutorials/approvals/
Finance controls Roles & responsibilities surrounding MMP ◦ Shopper ◦ Requestor ◦ Approver
Roles & Responsibilities clarified Shopper Requestor Approver ØSearch ØPrepares ØIntercepts products in the on-line catalogs. ØAdd products to a cart. ØEnter a delivery date. ØEnter internal and vendor notes ØThe shopper will assign the cart to a requestor who will assign FOAPAL(s) and place the order ØAll employees are automatically established as shoppers and completes orders ØReceives carts from shoppers to complete −Notification by email. −Will find the cart assigned in their pending carts. −Assign FOAPAL(s) ØFund Financial Managers (FFM) are automatically deemed as Requestors ØFFMs may sponsor other employees to be Requestors ØOnce a Requestor, they can place orders on any FOAPAL in any amount. 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 ØBy default, the Approver is the FFM ØThe FFM may name one or more delegates and establish $$ limits fund by fund.
What’s next ØYou will be invited to a Mc. Gill 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.
Wrap up The Faculty of Medicine commits to providing you with an ongoing support system to ensure a smooth and easy transition to using Mc. Gill Market. Place; 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/
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