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January 17 & 18, 2019 - CPD Seminar: The Art of Tendering: A Due Diligence Guide with Paul Emanuelli

Date:   Jan 17, 2019 - Jan 18, 2019
Time:   8:30 AM
Location:   River Rock Casino, Richmond
8811 River Rd
Richmond , BC

January 17th & 18th, 2019 with Paul Emanuelli  
Location: River Rock Casino, Richmond, BC  
8:30am- 4:30pm 
 

This seminar is eligable for 10 CPD Maintenance Credits, Continental Breakfast, Nutrition Breaks and Lunch will be provided.

About this seminar:

The Art of Tendering: A Due Diligence Guide

This program will cover the most important issues facing public procurement professionals with a focus on how domestic and global trends are impacting public procurement practices in Canada in the areas of institutional governance, project governance, tendering formats, document drafting, bidding risks, contracting management, training, and innovation.

  1. A synthesis of the trade treaties, statutory structures, case law trends, and audit benchmarks shaping the common core global standards that regulate public sector procurement, with recommendations on how to conduct institutional reviews and implement updated policies and procedures to achieve compliance with those standards;
  2. Practical recommendations and guidelines on how to meet the challenges of project governance, including proper project planning and implementation practices, along with the use of advanced tendering formats and professional drafting techniques to organize your solicitation drafting teams;
  3. An analysis of the key contract design factors that should inform your project teams in implementing the appropriate contracting formats;
  4. Critical insights on leading project teams in complex commercial negotiations using the negotiated RFP formats recognized by international procurement standars; and
  5. Recommendations on how to lead advanced training and innovation initiatives within public institutions. 
Day 1 : Building Winning Conditions
Day 1 focuses on establishing winning conditions for public procurement and covers the following modules:

Institutional Governance: Applying Global Standards to Local Purchasing
Synthesising hte major principles that inform the common core global standards in public procurement, this module provides a survey of the due diligence measures required to achieve compliance at the institutional and project level through the implementation of institutional - and project - level policies and procedures. 

Project Governance: The Art of Design and Strategic Execution
Surveying the five critical design factors that account for 95% of project success or failure, this module covers the design planning and checklist that should guide your major projects to ensure that you buy what you need, on time, on budget, and by the rules. 

LUNCH BREAK

Advanced Tendering Formats: Leveraging the Global Playbook

Drawing on a broad range of leading global practices, this module helps you identify the appropriate tendering formats for your procurement projects and explains when you should use one?step “rank?and?run” consecutive NRFPs and two?stage “best?and?final?offer” concurrent dialogue NRFPs in major projects. This module also explains how you should use commercially confidential meetings to protect confidential supplier information, while maintaining the transparency of your NRFP process.


Document Drafting: Coordinating Your Team for Precision Drafting

Focusing on developing clear scoping statements, mapping requirements to pricing and contract structures, and aligning contract content to evaluation criteria, this module summarizes the drafting practices that your project team should implement to ensure clarity and consistency in your solicitation documents.

Day 2 : Leveraging Strategic Execution
Day 2 focuses on implementing leading procurement practices in the following areas:

The Art of Selection: Managing Bidding Risks
Covering the key considerations for building a defensible contract award process, this module focuses on integrating transparent award criteria, ensuring procedural
correctness, maintaining adequate recordkeeping, and managing enhanced consensus scoring.

The Art of Award: Strategic Execution in Contract Negotiations
Surveying the strategic and tactical principles that apply to NRFP negotiations, this module summarizes the seven?step process that combines traditional negotiation
theory with deeper strategic principles to help your negotiation team control the terms of engagement, execute encirclement, leverage time and space, and close
the deal.

LUNCH BREAK

Contract Management: Building Value Through Incentives and Deterrents
Analyzing the six contract design factors that inform the selection of the appropriate contract format, this module explains how proper contract structures
serve as the foundation for the post?award phase of your procurement process. 

Future Considerations: Leading Advanced Practices
Offering recommendations on how to lead advanced training and innovation initiatives within public institutions, this module explains how to leverage advanced
business processes and technologies to accelerate your tendering cycles.


 


About the Instructor

Paul Emanuelli is in his 20th year practicing public procurement law, and has extensive experience working with all levels of the public sector on treaty compliance issues. Paul is the General Counsel and Managing Director of the Procurement Law Office and is ranked by Who’s Who Legal as one of the ten leading public procurement lawyers in the world. Additionally, his firm was selected by Global Law Experts and Corporate International as Canada’s top public procurement law firm.

Paul hosts the Procurement Law Update webinar series and has trained/presented to thousands of procurement professionals from hundreds of institutions internationally.  This course will feature brand new content from the fourth edition of his Government Procurement textbook.


 In the event you are unable to attend you may send a substitute, however your registration will not be refundable. If you have any questions please call the SCMABC office at (604) 540-4494 ext 106 or email communications@scmabc.ca 

 Specify with registration if any food sensitivities or allergies a week in advance. 


 

COST FOR 2 DAY SEMINAR:

SCMA MEMBERS : $795.00 + $39.75 GST = $834.75

NON MEMBERS:    $995.00 + $49.75 GST =  $1044.75 

Substitution/ Cancellation Policy: Written notice of cancellation is required and all candidate manuals and pre-reading material (if applicable) must be returned to SCMABC in unused condition before a refund will be issued. It is the registrant’s responsibility to ensure that the SCMABC is advised of any cancellation. 

More than 30 days’ notice: Full refund.  15-30 days’ notice: Full refund less $75.00 + GST Administration Fee.

While registrations are transferable, refunds cannot be issued for cancellations. 14 days or less notice : No refund, No Exemptions. If you are a SCMA member and your replacement is a non-member, the difference in corresponding fee must be paid. Name of substitute and contact details must be submitted in writing, along with corresponding payment if replacement is a non-member. 

 


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