ProServicesProfessional Services Below NAFTA

Presentation to Suppliers

Peggy GilmourSupply Team Leader, Online Services DivisionProfessional Services Procurement Directorate (PSPD)

August and September 2012

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Objectives

• Inform you on the objectives of the Professional Services National Procurement Strategy.

• Inform you on the implementation plan, including changes that will affect you in the coming months.

• Get your support and feedback on ProServices.

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National Strategy

Strategy Elements Benefits for Client Departments & Suppliers

• Common business rules

• Single governance

• Single training

• Support for statements of work and evaluation criteria

• Single e-portal

• Create a predictable environment

• Improve clarity and consistency

• Make knowledge transferable

• Reduce efforts and simplify contracting process

• Improve usability and reduce reporting burden

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Common Business Rules

Up to $25k From $25k to $78.5k* From $78.5k* to $2M**

Over $2M**

Previous Various business rulesCompetition using different business

rules

Competition using different business

rules

Contracting by PWGSC

New

According to Government Contracts Regulations

Departments decide # of bidders and # of days within existing supply arrangements

Competition Minimum 15 bidders

Minimum 15 daysContracting by PWGSC

Directed contracts permitted according to GCRs

* NAFTA threshold: currently $78.5k** Departmental Authority: As per TB Contracting Policy (usually $2M)

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Implementation: Key Success factors

• Delivery of automation through an online capability.

• Build dialogue with suppliers and clients through effective governance.

• Promote a culture of change, and engage client departments in adopting values of the strategy.

• Deliver on commitments from the get-go and sustain momentum.

• Effective project management (including scope management).

ProServices Overview

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ProServices will replace PSOnline in Spring 2013 for requirements below the NAFTA threshold

ProServices will be a Supply Arrangement where clients can access pre-qualified suppliers Fast Efficient Streamlined

Business rules based on the Professional Services National Procurement Strategy No ceiling rates Search by suppliers instead of named resources Access through the Centralized Professional Services System (CPSS)

66 existing categories to be replaced by 132 categories from TSPS and TBIPS. See Annexes “A” & “B”. Future plans for ProServices will include the categories of all Methods of

Supply (excluding Temporary Help Services)

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Features for Suppliers Single set of business rules/single e-Portal, enables Federal Departments to:

rapidly connect to pre-qualified Suppliers in ProServices; direct contracts up to $25K; conduct a competitive process for requirements below the NAFTA threshold, including GST/HST and,

when applicable, travel and living estimates.

Perpetual refresh, with quarterly evaluations.

Role of “Main Supplier Contact“ in CPSS will be expanded: Access to data collection component of a Common Refresh Tool Information automatically moved to CPSS, following evaluations and qualification of Suppliers; and Information available in the data collection component for future refreshes (for Suppliers yet to be pre-

qualified for a method of supply within CPSS) and/or future renewals of ProServices.

Suppliers qualified under TSPS (task based) and TBIPS supply arrangement and standing offer categories may be ‘grandfathered’, i.e. not required to submit a technical proposal in response to the ProServices’ solicitation.

Note: However, data elements (I.e. certifications, security, supplier information) must still be submitted through the Common Refresh Tool, referred to above.

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Impact on Existing PSOnline Suppliers ProServices cancels and replaces PSOnline:

• Currently PSOnline is used at a negligible (or in some regions, nonexistent) level;• Data elements in PSOnline in place since the mid 90s; • Recurring complaint from Federal Departments related to experience of Suppliers in PSOnline ;• Must respond to the Professional Services National Procurement Strategy.

ProServices’ ease of use will increase the usage in the Government regional offices through the single e-portal into CPSS and as well as identifying local suppliers.

Possible ‘grandfathering’ of Suppliers pre-qualified under the TSPS [task based] and TBIPS supply arrangements and standing offers, i.e. no technical proposal, however, data elements must be input in the Common Refresh Tool.

All other Suppliers in PSOnline will be required to provide a technical proposal in response to the ProServices Request for Supply Arrangement, as well as data elements in the Common Refresh Tool.

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Guidance for Suppliers Register in the Supplier Registration Information (SRI), through Buy and Sell:

https://buyandsell.gc.ca/for-businesses/register-as-a-supplier.

Obtain a Procurement Business Number. Information is available through Buy and Sell: https://buyandsell.gc.ca/for-businesses/register-as-a-supplier.

Register with the Government Electronic Tendering System (MERX).

Watch for the Request for Supply Arrangement solicitation (E60ZT-120001) to be posted in the Fall of 2012.

We will be changing the way we receive technical proposals, i.e. 1 hard copy and 2 or 3 soft copies (USB memory stick).

There will be a designated organization screening security requirement with ProServices. Suppliers should request a sponsorship from the contracting authority.

Enrol through the e-portal into the Centralized Professional Services System : http://www.tpsgc-pwgsc.gc.ca/app-acq/spc-cps/spc-cps-eng.html

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Schedule and Next Steps June 2012………Kick off of consultations with Clients that began with presentation at the

Client Advisory Board.

July 2012……….Communiqué is be posted on PSOnline site and sent to existing PSOnline pre-qualified Suppliers.

August 2012 …...In collaboration with the Office of Small and Medium Enterprises (OSME), Canada wide consultations with Clients and Suppliers will continue through August and September 2012.

Fall 2012 ……….ProServices’ solicitation will be released in the Fall 2012.

Winter 2012 ……Evaluation of an estimated 2400 proposals; training of existing and new Client users for ProServices.

Spring 2013 ……ProServices will be launched in CPSS and PSOnline sunset.

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Request for Suppliers’ Input

1. In response to Clients, we will be evaluating/validating Suppliers:- company - minimum years in business – suggest 1 year- categories of personnel- projects (value, number)

2. Is there value in ‘grandfathering’ pre-qualified suppliers from TSPS [task based] and TBIPS?

3. Any other suggestions/considerations?

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Contact Information - ProServices

1) Peggy GilmourSupply Team Leader, Online Services Division

Services and Technology Acquisition Management Sector (STAMS)

Professional Services Procurement Directorate (PSPD)

PDP, Phase III, 10C1, 11 rue Laurier St.Gatineau, QC K1A 0S5Telephone: 819-956-7642Facsimile: 819-956-2675

Teletypewriter 1-800-926-9105E-mail: peggy.gilmour@tpsgc-pwgsc.gc.ca

2) Debbie Sears

Manager, Online Services Division

Services and Technology Acquisition Management Sector (STAMS)

Professional Services Procurement Directorate (PSPD)

PDP, Phase III, 10C1, 11 rue Laurier St.

Gatineau, QC K1A 0S5Telephone: 819-956-6724Facsimile: 819-956-2675

Teletypewriter 1-800-926-9105E-mail: debbie.sears@tpsgc-pwgsc.gc.ca

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Annex “A” – page 1 of 2: TSPS Categories [non IT] (ref: Slide 6)http://www.tpsgc-pwgsc.gc.ca/app-acq/spc-cps/spcts-tsps-eng.html

Human Resources Services Class

Human Resources Consultant Organizational Design and Classification

Consultant Employment Equity Consultant Employee Relation Consultant Compensation Consultant HR Information System Consultant Leadership Development Consultant Staffing Consultant HR Policy Development Consultant HR Assistant Consultant

Business Consulting/Change Management Class

Business Analyst Business Continuity Consultant Business Consultant Organization Development Consultant Business Process Consultant Change Management Consultant Needs Analysis and Research Consultant Business Architect Statistical Analyst Knowledge Management Consultant Information/Records Management/

Recordkeeping Specialist Evaluation Services Consultant Performance Management Consultant Subject Matter Expert

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Annex “A” - page 2 of 2: TSPS Categories [non IT] (ref: Slide 6)

Project Management Services Class Project Administrator Project Manager Project Leader/Executive Project Planner Quality Assurance/Management

Specialist Risk Management Specialist Procurement Specialist Financial Specialist Project Monitor Technical Writer

Real Property Project Management Services Class

Project Administrator for Real Property

Project Manager for Real Property Project Leader for Real Property Project Planner for Real Property Financial/Cost Specialist for Real

Property Portfolio Planner for Real Property Claims Analyst

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Annex “B” – page 1 of 6: TBIPS Categories (ref: Slide 6) http://www.tpsgc-pwgsc.gc.ca/app-acq/sptb-tbps/index-eng.html

Application/Software Architect ERP Functional Analyst ERP Programmer Analyst ERP System Analyst ERP Technical Analyst Programmer/Software Developer Programmer/Analyst System Analyst

System Auditor Test Coordinator Tester WEB Architect WEB Designer WEB Developer Web Graphics Designer Web Multimedia Content Consultant Webmaster

Applications Services

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Annex “B” – page 2 of 6: TBIPS Categories (ref: Slide 6)

Geomatics Services

Geomatics Analyst Geomatics Specialist GIS Applications Analyst GIS Application Architect GIS Data Architect GIS Infrastructure Architect GIS Programmer/Analyst GIS Project Manager GIS System Architect GIS Web Mapping Developer Mapping Technician

IM/IT Services

Data Conversion Specialist Database Administrator Database Analyst/IM Administrator Database/IM Modeller IM Architect Network Analyst Platform Analyst Storage Architect System Administrator Technical Architect Technology Architect

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Annex “B” – page 3 of 6: TBIPS Categories (ref: Slide 6)

Business Analyst Business Architect Business Consultant Business Continuity/Disaster

Recovery Specialist Business Process Re-engineering

(BPR) Consultant Business System Analyst

Business Transformation Architect Call Centre Consultant Courseware Developer Help Desk Specialist Instructor, IT Network Support Specialist Operations Support Specialist Technical Writer

Business Management Services

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Annex “B” – page 4 of 6: TBIPS Categories (ref: Slide 6)

Change Management Consultant Enterprise Architect HR Consultant Organizational Development

Consultant Project Executive Project Administrator

Project Coordinator Project Leader Project Manager Project Scheduler Quality Assurance

Specialist/Analyst Risk Management Specialist

Project Management Services

Strategic IT Security Planning and Protection Consultant

IT Security Methodology, Policy IT Security Methodology, Policy and Procedures Analystand Procedures Analyst

IT Security TRA and C&A AnalystIT Security TRA and C&A Analyst IT Security Product Evaluation IT Security Product Evaluation

SpecialistSpecialist PKI SpecialistPKI Specialist IT Security EngineerIT Security Engineer IT Security Design SpecialistIT Security Design Specialist

Network Security AnalystNetwork Security Analyst IT Security Systems Operator IT Security Installation Specialist IT Security VA Specialist Incident Management Specialist Physical IT Security Specialist IT Security R&D Specialist Computer Forensics Specialist PIA Specialist EMSEC Security Specialist

Annex “B” – page 5 of 6: TBIPS Categories (ref: Slide 6)

Cyber Protection Services

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Annex “B” – page 6 of 6: TBIPS Categories (ref: Slide 6)

Technical Engineering Services

Radio Frequency (RF) Systems Specialist Satellite Communication Specialist Telecommunication Cable Plant Designer Telecommunication Technician Private Branch Exchange (PBX) Technologist Telecommunication System Specialist Antenna Structure Engineer Radio Frequency (RF) Engineer Lineman Technician

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Other Initiatives

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Professional Services in CPSS e-Portal• Learning Services (perpetual refresh enabled August 2012)

o Create, update or convert government owned training courses, including training material for: Traditional Classroom based training; e-Learning/on-line training; and/or Blended learning Deliver government owned training

• Professional Audit Support Services (PASS) (perpetual refresh enabled April 2012)

• Task-Based Informatics Professional Services (TBIPS) will be harmonized with the Professional Services National Procurement Strategy June 2013

• Task and Solutions Professional Services (TSPS) will be harmonized with the Professional Services National Procurement Strategy Fall 2013

• Solutions-Based Informatics Professional Services (SBIPS) will be harmonized with the Professional Services National Procurement Strategy Fall 2013

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Professional Services Task and Solutions Professional Services (TSPS) plans to be augmented

with the following streams:• TEMS (non IT)• Communication Services • Risk Management Process Services• Insurance and Risk Control Services• Threat and Vulnerability Assessment

New categories for Real Property under Task and Solutions Professional Services (TSPS)

New categories for Task-Based Informatics Professional Services (TBIPS)

• Cyber Protection Services

• Technical Engineering Services

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CPSS e-Portal

(http://www.tpsgc-pwgsc.gc.ca/app-acq/spc-cps/spc-cps-eng.html)