CLE Online

Welcome and Introduction

Norm Streu — President and COO, LMS Reinforcing Steel Group, Surrey

Fundamentals of Tendering

• the law before the Ron Engineering decision
• the Contract A and Contract B analysis
• privilege clauses
• the “nuanced” view of costs
• bid shopping
• RFP v. tender
• damages             

Christopher E. Hirst — Alexander Holburn Beaudin + Lang LLP, Vancouver                                              

Full Welcome and Introduction

Norm Streu — President and COO, LMS Reinforcing Steel Group, Surrey

Case Law Update

• review of recent tendering law cases and what they mean for your practice

David A. Garner — Alexander Holburn Beaudin & Lang LLP

Break

Update on Privilege Clauses 

• What is a privilege clause?
  • privilege clause
  • discretion clause
  • exclusion or limitation of liability clause
• how are privilege clauses interpreted
• examples of privilege clauses from recent instructions to bidders
• recent cases interpreting privilege clauses

Tyler S. Galbraith — Jenkins Marzban Logan LLP, Vancouver

Lunch

Drafting for Success: Best Practice Top Ten

• common problems in the drafting of procurement-related documents
• what is success in procurement?
• practice points for procurement documents
  • necessary vs. unnecessary provisions
  • poor drafting
  • counter-productive tender document "philosophy"
  • approaches to the procurement process
• practice points for tender/proposal submissions

Marc MacEwing — SHK Law Corporation, Vancouver

Tendering vs. RFP vs. Hybrids

• distinctions between RFP and tender processes
• rules to play by
• fairness, openness, and transparency: what are the legal requirements?
• hybrid processes and creative solutions drafting tips

Christopher W. Eagles — Borden Ladner Gervais LLP, Vancouver
Douglas R. Sanders — Borden Ladner Gervais LLP, Vancouver

Break

Public Procurement

• public procurement generally and design-build specifically as a delivery method
• a brief background on fundamentals of public procurement
• choosing the procurement model
• tying submissions to the evaluation criteria
• special procurement details including honoraria, waivers, and exception clauses
• the evaluation team formation, advisors, and bias
• evaluation details including the manual, scoring, and weighting
• post award aspects and debriefings
• the new Canadian Free Trade Agreement                 

Charles W. Bois — Miller Thomson LLP, Vancouver

Legal Risks in Procurement and How to Minimize Them

• treaty update
• crafting a de-risked process — things to consider
• you get what you  ask for — get creative in your approach using collaboration and innovation to exceed your objectives
• optimizing your procurement
• ‘new’ thinking on evaluation

Ryan R. Chalmers — Aird & Berlis LLP, Vancouver

Closing Questions and Comments