Title: Implementation of the Policy on Transfer Payments Learning Strategy Stratgie dapprentissage pour la
1Implementation of the Policy on Transfer
Payments Learning Strategy Stratégie
dapprentissage pour la mise en oeuvre de la
Politique sur les paiements de transfert
Pierre Laflamme TBS/OCG Hélène Maurais CSPS
2Introduction
- Purpose
- Highlight key changes within the new Policy on
Transfer Payments and Directive - Highlight the training and development challenges
- Presentation
- Context
- Main changes Policy and Directive
- Implementation and transition
- Learning and development
31. Context
- Review of the 2000 Policy and Audit reports (OAG)
- Treasury Board Policy Renewal - all policies to
be renewed - Federal Accountability Action Plan
- Blue Ribbon Panel on GsCs management
- 5 year review of ongoing GsCs program
- Streamlining the web of rules - Commitment to
reduce the number of policies and rules by at
least 50 - Public Service Renewal and its challenges
- New policy supports enhanced accountability, risk
management and excellence in the management of
the public service
3
41. Context
- Blue Ribbon Panel Report on GC Reform
- Includes clear recommendations related to
training of all relevant public servants involved
in transfer payments, including program managers
and officers, comptrollers, financial advisors,
audit and evaluation personnel as well as senior
managers responsible for the administration of
transfer payments programs
52. Policy on Transfer Payments Main changes -
from 2000 to 2008
- Objective To ensure sound management of,
control over and accountability for transfer
payments (Policy 2000) - The objective of the Policy is to ensure that
transfer payment programs are managed with
integrity, transparency and accountability in a
manner that is sensitive to risks are
citizen-focused and are designed and delivered
to address government priorities in achieving
results for Canadians (Policy 2008)
62. Policy - Expected Results
- Treasury Board Secretariat and departments will
adopt a more risk tolerant approach to managing
transfer payments, focusing oversight efforts
where they are most needed - Administrative practices will be streamlined to
allow recipients to better focus transfer payment
funding on the achievement of results, as opposed
to compliance with non-value added administrative
requirements - The role of applicants and recipients in
furthering the objectives of government and
achieving results for Canadians will be respected
through increased external engagement during
program design and establishment of reasonable
and practical departmental service standard
targets - Transfer payment programs will become
increasingly harmonized within and across
departments, and administrative practices will
become more standardized.
72. Main changes - new Policy
82. Main changes - new Policy (ctd)
92. Main Changes - Directive
102. Main changes - directive
112. Risk Management - Program Design
- Assessment of risk, leads to decisions on
- Program design
- Types of recipients
- Types of projects, activities to be funded
- Type of instrument to use (grant, contribution)
- Basis of funding
- Administrative requirements
122. Risk Management - Funding Agreement
- Defined risk assessment factors, specific to a
program, leads to decisions on - Selection of recipients
- Choice of funding instrument
- Extent of monitoring
- Cash management
- Extent of reporting
- Recipient auditing
133. Implementation transition
- Transitional considerations
- Guidance / guidelines for departments - key
topics - Clause by clause
- Approach for Ministerial increased authorities
- Summary of 3 year plan - linked to RPP
- Performance measurement in TsCs
- Official Language requirements in TsCs
- Communication and supporting activities and
tools
144. Learning Strategy
- Led by the CSPS in collaboration with OCG, the
Center of Expertise (COE) and departments - OCG for training on new policy instruments
- COE for cultural change
- Departments on specifics of their GC programs
and internal practices - Target population
- GC Program managers and officers
- Financial advisors
- TBS analysts
- Auditors and evaluators
- Senior managers
- 5 000 employees to be trained in NCR and in the
regions
15Key Learning Objectives
- Provide participants with
- Appreciation of the new requirements for managing
transfer payments - Understanding of the cultural change needed to
begin to adapt departmental practices - New skills in
- Risk management
- Establishing service standards
- Engaging recipients
16Learning Strategy
- Phased-in approach
- Phase 1 - 2008-09
- Introduction to 2008 Policy New course F405
- Revise existing courses in Finance Curriculum
- Service standards - New course T177
- Phase 2 2009-10
- New learning products on special subject matters
- Risk management
- Recipient engagement
17G C Learning Strategy An Overview
Recommendation 28
Support the development of technical, managerial
and leadership competencies among all key
partners involved in the design and management of
G and Cs programs, with the target outcome of
facilitating the implementation of the new PTP
requirements.
Revised Courses Spring 2009
New Classroom Courses
1. Introduction F415 Fall 2008
2. Risk Management (April 2009)
3. Recipient Engagement (April 2009)
4. Service Standards T177 ( Fall 2008)
18Grants and Contributions Classroom Training
- F415 - Introduction to the 2008 Policy on
Transfer Payments - 2 days course
- 30 offerings in the NCR ? 400 seats
- Offerings are being scheduled in Regions
- F405 - Managing Grants and Contributions
- Under review to integrate new Policy requirements
- Pilot in December
- Revised version to be delivered starting in
January
19Other Key Related Training
- New
- T177 Service Standards and Client Satisfaction
Measurement - Under Development New FI Curriculum
- Financial Management Control Framework (F111)
- Financial Management Lifecycle (F112)
20Key Advisory Role for FIs
- Choice of funding instrument (grant or
contribution) - Basis of funding
- Extent of monitoring
- Cash management
- Extent of reporting
- Year-end recognition of funding against authority
- Need for recipient audit ?