Procurement Post Review A New Operations Portal Application

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

Objectives

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

System Overview

System Overview • Functions 1. 2. 3. 4. 5. Electronic access End user recognition Document management Rating mechanism Reporting

Business Workflow

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

Function 1: Electronic Access

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

Function 2: End-User Recognition

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

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

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

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

Prepaper Recognition (individual) • Add Individuals pop-up

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

Preparer Recognition (firms) • Add Firms popup

Function 3: Document Management

Document Management • Automated profiling in IRIS • Standardized profile format

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

Function 4: Rating Mechanism

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

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

3 -Indicator Model

3 -Indicator Model Legal framework 1. Systems Organization/staffing Controls/Manuals Record Keeping

3 -Indicator Model 1. Systems Legal framework Organization/staffing Controls/Manuals Record Keeping

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

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

3 -Indicator Model Implementation 3. Contract Administration Payments Compliance

3 -Indicator Model 3. Contract Administration Implementation Payments Compliance

3 -Indicator Model • Overall Rating

3 -Indicator Model • Finalized Indicator Ratings

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

Output • Profiled PPR Report • Ratings Form

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

Output • Ratings Form (continued)

Main Screenshots

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

Accessing the PPR system:

Adding a New PPR Report

Pilot & Implementation

Pilot & Implementation • Program: • System is available (live) • Pilot program: Apr-Dec ‘ 08 • Target: 25% of all active IL projects • OPCPR and Regional support • End-user feedback

Pilot & Implementation • PLEASE SIGN UP IF YOU ARE INTERESTED IN BEING PART OF THE PILOT (SEE HANDOUT) • Leave handout on your table/chair and we will collect it • You will receive notification via email on next steps for participating in the program

Next Steps

Next Steps • Phase II • Development: Jan–Mar ’ 09 • Launch: Apr ’ 09 • • Includes IPR capture and rating Data linkage to Dynamic Risk Module Data linkage to ISR Data linkage to Complaints Database Approval workflow to include RPMs Development of other end-user suggestions Reporting templates

Questions?