The Canadian Institute's Intensive Training Course on
Developing and Drafting Solid Procurement Documents and Evaluating Bids
Creating Watertight Documents and Making Good Business Decisions
Tuesday, June 28 to Wednesday, June 29, 2011
Crowne Plaza Château Lacombe, Edmonton, AB
TUESDAY, JUNE 28, 2011
8:00 Registration Opens and Coffee Served
9:00 Opening Remarks from the Course Leaders
Judy L. Wilson
MODULE 1 DefiningThe Parameters Of Your Sandbox
9:30 Focussed Supply Market Analysis to Improve Value for Money
Paul Marc Frenette
Conducting supply market analysis at the outset of your projects is crucial to developing effective procurement strategies and to better managing supply-related risks. In this session, you will gain the skills necessary to demonstrate high-level business acumen to potential suppliers and get the best value from all your deals.
Case Study: Foundational Principles in Supply Market Analyses
The session leaders will guide you through the building block principles that form part of every good market research project. You will learn the hallmarks of a good organizational structure and how it can lead to a clear competitive advantage.
11:00 Networking Refreshment Break
11:15 Managing your Requirements under the Lowered Trade Barriers of the New West Partnership Trade Agreement
Brenda C. Swick
Paul V. Stocco
The new business registry system currently in place between British Columbia and Alberta will be extended to Saskatchewan by July 1, 2012. Companies that do not know the intricacies of the NWPTA may miss out on procurement opportunities. Th is session will equip you with the tools necessary to optimize the lowered procurement thresholds for Saskatchewan entities, and to meet your obligations in a multi-Agreement environment.
12:15 Networking Luncheon for Delegates and Speakers
MODULE 2 Drafting Exercises: Practical Skills Training to Get it Right the First Time
1:30 Writing with Clarity: Plain Language Drafting Skills for RFXs
2:30 Developing, Drafting and Amending Solid Procurement Documents to Refresh Your Template Bank
Lisa J. Stiver
The legal and financial risks inherent in ignoring changes in the law and having non-compliant documents are too high. In this session, you will gain practical drafting strategies to bolster your drafting skills to prepare key procurement documentation and minimize the serious operational, financial, legal, contractual and reputational risks of weak documentation.
Networking Refreshment Break will be provided at 3:30.
4:45 Procurement Documentation in a Post-Tercon Environment: Legal Update
Paul D. Blundy
5:30 Course Leaders’ Closing Remarks Conference Adjourns for the Day
WEDNESDAY, JUNE 29, 2011 | edmonton
8:00 Coffee Served
9:00 Opening Remarks from the Instructors
9:15 Deconstructing Non-Compliant Exclusion Clauses and Implementing Effective Solutions to Reduce the Risk of Litigation
Donald C.I. Lucky
The language of your exclusion clauses directly impacts your risk of legal claims arising out of breach of a bid contract or duty owed to tenderers . In order to minimize and properly manage that risk. In this session, you will learn how to shore up your best defence and insulate your documents against the risk of a Tercon-style judgment.
10:45 Clarifying the Differences between Tenders and Binding or Non-Binding RFPs: How to Avoid Creating a Tender
Judy L. Wilson
Careful drafting is important in formulating RFPs in order to avoid crossing over into Tenders. The essential elements of both types of document must be at the forefront when drafting, and particularly when reviewing multiple bids for the same RFP. When making changes to your RFP, it is extremely easy to indirectly create a tender, thereby triggering your obligations of fairness and other tendering rules. This drafting exercise will teach you how to keep the two documents distinct and separate to preserve the integrity of your RFP and mitigate the risk of exposure to Contract A analysis.
11:15 Networking Refreshment Break
MODULE 3 Evaluating Bids: Playing within the Sandbox that you Have Created
11:30 Best Practices Guide on Procurement Bid Evaluation
Mark P. Kortbeek
The evaluation process is key to ensuring that you have selected the right company for the job. This session will define the parameters for seamless evaluation, and allow you to make better business decisions with a view to protecting your company. Learn when and how to make changes to your process.
12:30 Course Leaders’ Closing Remarks: Conference Concludes
12:45 Networking Luncheon for Delegates and Speakers Participating in the Master Class
Post-Course Master Class Assignment: Constructing and Implementing a Contract Management System and Quality RFP Drafting Procedures
June 29, 2011 | 2:00 – 5:00 pm
Master Class Instructor
This is your opportunity to immediately put into practice the new skills learned throughout the course in a mock procurement exercise. The Master Class instructor will first guide you through the steps required to create and implement a successful contract management structure. You will then focus on ensuring that your RFPs are properly executed to fit within your newly established structure. You will leave this Class with the skills and confidence to master your very next RFP, and firm up best practices for all future procurement projects.
Instituting an Effective and Comprehensive Contract Management Structure
Drafting a Clear and Concise RFP that fits under your new Contract Management Structure
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Tue, Jun 28, 2011
Wed, Jun 29, 2011
Crowne Plaza Château Lacombe
This program can be applied towards 9 of the 12 hours of annual Continuing Professional Development (CPD) required by the Law Society of Upper Canada. Please note that these CPD hours are not accredited for the New Member Requirement.
This program has been approved by the Law Society of Saskatchewan for 9.5 CPD hours for the conference.
The same number of hours may be applied toward your continuing legal education requirements in British Columbia.
The Barreau du Québec automatically recognizes the same number of hours for this training activity, the latter having been accredited by another Law Society subject to MCLE.
Attendance at this program by members of the Law Society of Alberta may be submitted to the Law Society for Continuing Professional Development credits.
This program has been accredited by the Law Society for 1 hour toward the annual Professionalism Requirement.