proservices professional services below nafta
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ProServices 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. - PowerPoint PPT PresentationTRANSCRIPT
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: [email protected]
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: [email protected]
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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)