1. ODOT Procurement Office (OPO) Diana L. Foster Chief Procurement Officer

2. ODOT Contracting Processes March 07,2006

3. OPO Recent Changes  OPO Structure  Who to Call  Performance Measures

4. Process Improvement Efforts  Policy Development  Template Development  Stakeholder Interface  Striving for Consistency

5. Policy Development

6. Template Development  Contract Leadership Team (CLT) has formed a template development work group under the joint leadership of … Kathy Booher / Marty Andersen / Dan Oven

7. Striving for Consistency Examples:  Classifications/Billing Rates/Overhead  Cost Disclosure Questionnaire  General Insurance Information  Conflict of Interest Disclosure Process

8. Conflict of Interest Process Steps Step 1 Identification of Potential Conflict of Interest Step 2 Analysis of Mitigation Strategy Step 3 Determination of Actual Conflict of Interest

9. Mitigation Strategies Most mitigation strategies rely on either:  Proving there is no potential benefit or  Placing a barrier between the conflict and advantage One such strategy… the Chinese Wall

10. Analyzing Mitigation Strategies  Full disclosure  Degree of separation  Timing of departure from contracting agency  Steps taken to prevent potential conflict

11. Examples of Mitigation Strategies  Identify strategy for separation of all parties with potential conflict: “Chinese Wall”  Written policy regarding potential conflict  Practices which isolate and protect confidentiality

12. Contract Development  Things to Consider Is an Intergovernmental Agreement (IGA) needed? Are Federal dollars funding the contract?  Necessary Documents Insurance Cost Data Draft Statement of Work (SOW)

13. ... continued Contract Development  Negotiation  Finalize Contract  Legal Review  Obtain all Signatures  Begin Work

14. The Future Holds more….  Streamlining Efforts Contract Administration Templates Legal Sufficiency Review Certification Exemptions  Risk Assessment/Compliance

15. ... continued The Future  Training Opportunities Tools/Tips/Techniques  Proposed Legislation  Continue our “Partnership for Excellence”

16. OPO Website Resources  Website http://www.oregon.gov/ODOT/contracting.shtml  ORPIN http:// orpin.oregon.gov/open.dll/welcome  Technical Resources Handout

17. Questions