1. 2017 NB Building Trades Unions Conference Irving Oil Bid Award Process
Presenter – David Simon
Construction & Turnaround Manager, Irving Oil
Our refinery opened in 1960 on a 780-acre site and has been upgraded throughout the years, including a $1.5 billion upgrade project in We have also led in the development of cleaner and more efficient fuels and processes. For example, since 2003 we have invested over $150 million to produce ultra-low sulphur diesel, a fuel that contains 97 percent less sulphur content from today’s industry standard.
Our refinery maintains longstanding, mutually beneficial partnerships with many of the leading energy industry service providers in the world, Jacobs for maintenance services, Intertek for laboratory services, and Source Atlantic for warehousing services.
When It comes to partners and suppliers, we’ve always believed that the longer you work together, and the better you know one another, the more value you can create for each other.
With a workforce of 1,500 people at the refinery, and thousands of neighbors in the community where we operate, we are committed to safe and environmentally responsible operations day and night.
Irving Oil – Confidential

2. Irving Oil – Confidential
Irving Oil Bid Award Process
Identify need/scope: work with stakeholders
Develop contracting & procurement strategies
Use existing GSA, sole source or go to market for bids
Establish bidders list
Approved suppliers list (qualification process to get on list)
Review with Stakeholders
Irving reserves the right to limit # of bidders on each scope
Establish evaluation criteria and weighting
Irving Oil – Confidential

3. Irving Oil – Confidential
Irving Oil Bid Award Process
5. Finalize scope and issue bid package
All clarifications are addressed and published back to all bidders
A site visit may be required.
Unless extension is granted, bids received after published due date may be disqualified.
6. Evaluate bids based on criteria established above
Clarification of individual bids may be via , telephone, or in person clarification meeting.
7. Final review and sign-off
8. Award and notify respondents
Irving Oil – Confidential

4. Irving Oil – Confidential
Irving Oil Bid Award Process
Technical Evaluation
Criteria and weighting is developed prior to bid opening
Assessment is completed by the Execution team, independent of commercial assessment
Typical Criteria
Safety – RIF, WHSCC Rating, ISNetworld Rating, Quality of Safety program
Scope – Understanding of scope
Team – Depth and capability of team, review of resumes and key people
Implementation & Schedule – Ability to implement, meet schedule, productivity
Quality – Assessment of quality program
Irving Oil – Confidential

5. Irving Oil – Confidential
Irving Oil Bid Award Process
Commercial Evaluation:
Criteria & weighting is developed prior to bid opening
Assessment is completed by Supply Management, independent of Technical Evaluation.
Typical Criteria:
Pricing vs. other bidders
Acceptance of Irving Oil Terms & Conditions, any objections reviewed
ISNetworld/Insurance compliance
Reference checks
Financial review (Dun & Bradstreet – solvency, liquidity, etc.)
Technical & Commercial scores are combined for final recommendation/signoff
Irving Oil – Confidential

6. Irving Oil – Confidential
Sample Evaluation
Technical Review
Weight
Bidder #1
Bidder #2
Bidder #3
Bidder #4
Safety Performance
15%
Scope - Understand of requirements
10%
Capabilities - Key People, expertise, experience
Implementation & Schedule – Execution plan, ability to meet schedule
20%
TECHNICAL TOTAL WEIGHTED AVG.
60%
Commercial Review
Pricing
25%
Terms and Conditions 5%
Insurance, Financial Review
COMMERCIAL TOTAL WEIGHTED AVG.
40%
COMBINED TOTAL WEIGHTED AVG.
100%
Irving Oil – Confidential

7. Irving Oil – Confidential
Questions?
Irving Oil – Confidential