Pro Services Professional Services Below NAFTA Presentation to

Pro. Services Professional Services Below NAFTA Presentation to Suppliers Peggy Gilmour Supply Team Leader, Online Services Division Professional Services Procurement Directorate (PSPD) August and September 2012

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 Pro. Services. 2

National Strategy Benefits for Client Departments & Suppliers Strategy Elements • Common business rules • Create a predictable environment • Single governance • Improve clarity and consistency • Single training • Make knowledge transferable • Support for statements of work and evaluation criteria • Reduce efforts and simplify contracting process • Single e-portal • Improve usability and reduce reporting burden 3

Common Business Rules Up to $25 k Previous From $25 k to $78. 5 k* Various business rules Competition using different business rules From $78. 5 k* to $2 M** Competition using different business rules Over $2 M** Contracting by PWGSC According to Government Contracts Regulations New Departments decide # of bidders and # of days within existing supply arrangements Competition Minimum 15 bidders Minimum 15 days Contracting by PWGSC Directed contracts permitted according to GCRs * NAFTA threshold: currently $78. 5 k ** Departmental Authority: As per TB Contracting Policy (usually $2 M) 4

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). 5

Pro. Services Overview Ø Pro. Services will replace PSOnline in Spring 2013 for requirements below the NAFTA threshold Ø Pro. Services will be a Supply Arrangement where clients can access pre-qualified suppliers § Fast § Efficient § Streamlined Ø 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) Ø 66 existing categories to be replaced by 132 categories from TSPS and TBIPS. See Annexes “A” & “B”. § Future plans for Pro. Services will include the categories of all Methods of Supply (excluding Temporary Help Services) 6

Features for Suppliers ü Single set of business rules/single e-Portal, enables Federal Departments to: § rapidly connect to pre-qualified Suppliers in Pro. Services; § direct contracts up to $25 K; § conduct a competitive process for requirements below the NAFTA threshold, including GST/HST and, when applicable, travel and living estimates. ü Perpetual refresh, with quarterly evaluations. ü 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 prequalified for a method of supply within CPSS) and/or future renewals of Pro. Services. ü 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 Pro. Services’ solicitation. Note: However, data elements (I. e. certifications, security, supplier information) must still be submitted through the Common Refresh Tool, referred to above. 7

Impact on Existing PSOnline Suppliers ü Pro. Services 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 90 s; • Recurring complaint from Federal Departments related to experience of Suppliers in PSOnline ; • Must respond to the Professional Services National Procurement Strategy. ü Pro. Services’ 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. ü 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. ü All other Suppliers in PSOnline will be required to provide a technical proposal in response to the Pro. Services Request for Supply Arrangement, as well as data elements in the Common Refresh Tool. 8

Guidance for Suppliers ü Register in the Supplier Registration Information (SRI), through Buy and Sell: https: //buyandsell. gc. ca/for-businesses/register-as-a-supplier. ü Obtain a Procurement Business Number. Information is available through Buy and Sell: https: //buyandsell. gc. ca/for-businesses/register-as-a-supplier. ü Register with the Government Electronic Tendering System (MERX). ü Watch for the Request for Supply Arrangement solicitation (E 60 ZT-120001) to be posted in the Fall of 2012. ü We will be changing the way we receive technical proposals, i. e. 1 hard copy and 2 or 3 soft copies (USB memory stick). ü There will be a designated organization screening security requirement with Pro. Services. Suppliers should request a sponsorship from the contracting authority. ü Enrol through the e-portal into the Centralized Professional Services System : http: //www. tpsgc-pwgsc. gc. ca/app-acq/spc-cps-eng. html 9

Schedule and Next Steps q June 2012………Kick off of consultations with Clients that began with presentation at the Client Advisory Board. q July 2012………. Communiqué is be posted on PSOnline site and sent to existing PSOnline pre-qualified Suppliers. q 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. q Fall 2012 ………. Pro. Services’ solicitation will be released in the Fall 2012. q Winter 2012 ……Evaluation of an estimated 2400 proposals; training of existing and new Client users for Pro. Services. q Spring 2013 ……Pro. Services will be launched in CPSS and PSOnline sunset. 10

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? 11

Contact Information - Pro. Services 1) Peggy Gilmour 2) Debbie Sears Supply Team Leader, Online Services Division Manager, Online Services Division Services and Technology Acquisition Management Sector (STAMS) Professional Services Procurement Directorate (PSPD) PDP, Phase III, 10 C 1, 11 rue Laurier St. Gatineau, QC K 1 A 0 S 5 Telephone: 819 -956 -7642 Facsimile: 819 -956 -2675 PDP, Phase III, 10 C 1, 11 rue Laurier St. Teletypewriter 1 -800 -926 -9105 E-mail: peggy. gilmour@tpsgc-pwgsc. gc. ca Teletypewriter 1 -800 -926 -9105 E-mail: debbie. sears@tpsgc-pwgsc. gc. ca Gatineau, QC K 1 A 0 S 5 Telephone: 819 -956 -6724 Facsimile: 819 -956 -2675 12

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 13

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 14

Annex “B” – page 1 of 6: TBIPS Categories (ref: Slide 6) http: //www. tpsgc-pwgsc. gc. ca/app-acq/sptb-tbps/index-eng. html Applications Services § § § § 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 15

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 16

Annex “B” – page 3 of 6: TBIPS Categories (ref: Slide 6) Business Management Services § § § 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 17

Annex “B” – page 4 of 6: TBIPS Categories (ref: Slide 6) Project Management Services § § § 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 18

Annex “B” – page 5 of 6: TBIPS Categories (ref: Slide 6) Cyber Protection Services § § § § Strategic IT Security Planning and Protection Consultant IT Security Methodology, Policy and Procedures Analyst IT Security TRA and C&A Analyst IT Security Product Evaluation Specialist PKI Specialist IT Security Engineer IT Security Design Specialist § § § § § Network 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 19

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 20

Other Initiatives 21

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 22

Professional Services ü 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 ü New categories for Real Property under Task and Solutions Professional Services (TSPS) ü New categories for Task-Based Informatics Professional Services (TBIPS) • Cyber Protection Services • Technical Engineering Services 23

CPSS e-Portal (http: //www. tpsgc-pwgsc. gc. ca/app-acq/spc-cps-eng. html) 24