Tendering 2017


Course Date: October 25, 2017

Total: 6h 3min
Course Agenda ▼

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