ProServices

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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
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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 rules Competition 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 According to Government Contracts Regulations Departments decide of bidders and of days within existing supply arrangements Competition Minimum 15 bidders Minimum 15 days Contracting by PWGSC
New Directed contracts permitted according to GCRs Competition Minimum 15 bidders Minimum 15 days Contracting by PWGSC
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).

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ProServices Overview

• 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-a
  s-a-supplier.
• Obtain a Procurement Business Number.
  Information is available through Buy and Sell
  https//buyandsell.gc.ca/for-businesses/register-a
  s-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-c
  ps-eng.html

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Schedule and Next Steps

• June 2012Kick 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

• 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.gil
mour_at_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_at_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/a
pp-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-a
cq/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

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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 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

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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

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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 CA 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 RD Specialist
• Computer Forensics Specialist
• PIA Specialist
• EMSEC Security Specialist

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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)
• 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-a
cq/spc-cps/spc-cps-eng.html)