DATE: 

November 20-21 & 27-28, 2023

TIME: 

9:00 AM - 12:30 PM CST

CPD:

10 Credits

LOCATION:

Virtual via Zoom

PRICE:

$725 +GST Members

$795 +GST Non-Members

PART 1

• What is capital equipment?
  
  
• Recognize the challenges of capital equipment procurement and contracting
  
  
• Focus on the often-overlooked areas of planning and design in equipment procurement
  
  
• Review the RFX Continuum
  - Zero in on a methodology that fits your equipment procurement needs
  - Discuss different procurement methodologies
  - Consider innovative procurement methodologies
  
  
• Strategic perspectives in your RFx -practices to consider and practices to avoid
  
  
• Examine how to effectively use templates in the procurement of equipment
  - Focus on drafting tips for your RFx
  
  
• Learn strategies for making the right equipment purchase
  
  
• Review questions to answer before your equipment purchase
  
  
• Discuss equipment lease versus buy considerations
  
  
• Explore equipment requirement strategies such as
  - Building the team
  - Costing approaches including Total Cost of Ownership and Life-Cycle Costing
  - Equipment requirements
  - Site planning and turnkey considerations
  
  
• Review supplemental evaluation processes
  
  
• Address technical specification requirements under CFTA and CETA
  
  
• Examine strategies that can be embedded in your procurement process to finalize the contract
  
  
• Consider risk in equipment procurement and apply concrete strategies to mitigate the risk

PART 2

• Finalizing and developing the equipment contract
  - Explore equipment contract considerations
  - Review and discuss contractual provisions specific to equipment contracts that can strengthen your equipment contract
  
  
• For equipment leases review and understand
  - Key components of an equipment lease
  - Options for financing an equipment lease
  - Selected risk areas in equipment leasing
  
  
• INCOTERMS
  - Familiarize yourself with selected 2020 INCOTERMS that will impact equipment purchases
  - What do INCOTERMS do?
  - What do INCOTERMS not do?
  
  
• Price escalation
  - Consider circumstances that drive price escalation
  - Review price escalation clause considerations
  - Understand the different perspectives of the supplier, contractor and owner
  - Explore drafting a price escalation clause
  - Examine common mistakes in drafting a price escalation clause
  
  
• Supplier relationship updated
  - Explore practical takeaway strategies
  
  
• Transitions during a crisis
  - Look at the current environment and its impact on supply chains as a path to change
  
  
• Equipment transactions during a crisis
  - In this current  environment  gain  some  insight into transactions  by addressing  some  key clauses, risks, and strategies

DEBBY SHAPERO PROPP

Debby Shapero Propp is a commercial lawyer with a focus on procurement, technology and health law and has provided legal services in the private, public and broader public sectors for over 25 years. Debby provides advice on challenging procurement initiatives, major group procurements and on all aspects of increasingly complex procurement issues and related commercial processes. She acts for her clients in major technology acquisitions, negotiations for both traditional and emerging technologies such as IT contract management, software licensing, consulting and professional service agreements. She has developed a number of different types of service contract templates and has provided advice to clients on and negotiated a wide range of service contracts.

REFUND POLICY

Registrants will receive a full refund for courses cancelled by Supply Chain Canada, Saskatchewan Institute.

Registrants who have received written acceptance into a course and provided written notice to Supply Chain Canada, Saskatchewan Institute of their withdrawal from the course 14 days prior to the first day of class, will be provided with a full refund. After 14 days, refunds will not be granted.

If you would like to withdraw from a course please send an e-mail to info.sk@supplychaincanada.com. You are required to inform the Saskatchewan Institute of your intent as soon as possible. Clearly state your intention to withdraw and provide authorization for us to proceed.