Course Outline

Client Comments




DRAFTING PROCUREMENT DOCUMENTS
A one-day legal education seminar
For Procurement and Contracting Professionals
With Robert C. Worthington, LLB

TABLE OF CONTENTS
(Subject to change)


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





Home
 

Websiteguy