1 / 19

Financial and Procurement Shared Services

Financial and Procurement Shared Services. Comptrollers Conference November 2010. Agenda . What we heard…. Client Expectations Financial Shared Services Functional Design Procurement Shared Services Functional Design Detailed Employee Baseline Data. Client Expectations.

dasha
Download Presentation

Financial and Procurement Shared Services

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Financial and Procurement Shared Services Comptrollers Conference November 2010

  2. Agenda • What we heard…. • Client Expectations • Financial Shared Services Functional Design • Procurement Shared Services Functional Design • Detailed Employee Baseline Data

  3. Client Expectations • Turnaround time • Travel Claims • Vouchers • Timing • Dependent on Transaction Type • Provided example timeframes • Processing • Ability to handle peak periods (month/year ends) • Ability to process urgent requests (responsive to client needs)

  4. Client Expectations • Clear commitment in the Service Partnership Agreements • Commitment to client readiness • Interfaces/relationships with clients • Client preparedness • Document Flow • How documents will actually flow to/from service centres • Who will maintain the official documents

  5. Client Expectations • Design • Single point of contact • Maintain Confidentiality of Information • Contract Reporting and Administration

  6. Financial Shared Services

  7. Financial Shared Services

  8. Financial Shared Services

  9. Identify Procurement Requirement Goods Services Construction Competitive Non-Competitive Tender Request for Proposals Negotiated Sole Source Requisition for Supplies and Services & Financial Commitment Approval Executive Council Approval Public Notice Quotation/Proposal Bid/Proposal Quotation/Proposal Evaluation/Analysis Evaluation/Analysis Evaluation/Analysis Contract Summary and Commitment Approval Documented Decision Decision Paper Deputy Minister Approval Executive Council Approval Award Change Order(s)/Commitment Addendum(s) Contract Register/Report Records Management GNWT Procurement Flow Chart

  10. Procurement Shared Services

  11. Procurement Shared Services

  12. Procurement Shared Services

  13. Procurement Shared Services

  14. Procurement Shared Services

  15. Procurement Shared Services

  16. Procurement Shared Services

  17. Detailed Employee Baseline Data • Exercise run as a trial to collect information • On activities • What people do in there days • Overall the format was well received, received about 30 forms submitted

  18. Detailed Employee Baseline Data • Comments from submissions • Trouble estimating time spent on activities • Estimate on a monthly basis rather than weekly? • When sending these out: • Provide forms a month in advance • Give employees a heads up well in advance so they can track time • Received lots of feedback on the activities • Include training, educating and assisting on SAM, as well as policies and procedures • HR Duties • Requesting clarification on certain activities listed

  19. Follow up questions or comments?

More Related