Table of Contents
(Subject to change)
DRAFTING PROCUREMENT DOCUMENTS
A one-day legal education seminar
For Procurement and Contracting Professionals
With Robert C. Worthington, LLB
CHAPTER I - METHODS OF PROCUREMENT
A. |
INTRODUCTION |
B. |
SOLE-SOURCE CONTRACTING |
C. |
COMPETITIVE BID CONTRACTING |
D. |
NON-BINDING METHODS OF PROCUREMENT |
CHAPTER II - THE LAWS GOVERNING COMPETITIVE BIDDING
|
A. |
INTRODUCTION |
|
B. |
THE INVITATION / REQUEST DOCUMENT |
CHAPTER III - THE KEY TO COMPETITIVE BIDDING
|
A. |
INTRODUCTION |
|
B. |
THE PURPOSE OF COMPETITIVE BIDDING |
|
C. |
PRIVATE COMPETITIVE BIDDING |
|
D. |
THE INVITATION / REQUEST PACKAGE |
|
E. |
ANTICIPATE THE FUTURE |
|
F. |
DRAFTING THE INVITATION / REQUEST |
|
G. |
DRAFTING FOR SUCCESS |
CHAPTER IV - CONTROLLING NON-DISCLOSURE
|
A. |
INTRODUCTION |
|
B. |
DISCLOSURE OF THE RULES OF THE COMPETITION |
|
C. |
DISCLOSURE OF THE WORK |
|
D. |
RISK-SHIFTING CLAUSES |
|
E. |
CONTROLLING THE GATEWAY CLAUSE |
CHAPTER V - EQUIVALENTS, ALTERNATIVES AND COUNTER-OFFERS
|
A. |
INTRODUCTION |
|
B. |
BENEFITS OF RFPs |
|
C. |
THE PROBLEMS OF RFPs |
|
D. |
OPENING UP A COMPETITION - EQUIVALENTS, ALTERNATIVES, AND COUNTER-OFFERS |
|
E. |
ALLOWING EQUIVALENTS |
|
F. |
ALTERNATIVE AND COUNTER-OFFERS |
G. |
IN SUMMARY |
CHAPTER VI - MANAGING FAIRNESS IN COMPETITIVE BIDDING
A. |
INTRODUCTION |
B. |
MANAGING FAIRNESS |
CHAPTER VII - COMPLIANCE IN BIDDING AND WAIVER OF NON-COMPLIANCE
A. |
INTRODUCTION |
B. |
BEING COMPLIANT |
C. |
METHODS OF MANAGING RISK |
D. |
WHAT IS COMPLIANCE |
E. |
MANDATORY VERSUS DISCRETIONARY |
F. |
THE LAW |
G. |
WAIVER OF NON-COMPLIANCE CLAUSES |
CHAPTER VIII - NEGOTIATION IN COMPETITIVE BIDDING
A. |
INTRODUCTION |
B. |
NEGOTIATION IN COMPETITIVE BIDDING |
CHAPTER IX - ISSUE NOTES
A. |
PRIME CONTACTORS AND SUB-TRADE BIDDERS |
B. |
LIMITING LIABILITY |
C. |
CANCELLATION OF COMPETITION |
D. |
BEST AND FINAL OFFERS PROCESS |
E. |
BARRING BIDDERS |
F. |
CLARIFICATION OF BIDS |
CHAPTER X - CASE SUMMARIES |
