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
• 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.
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
Previous
Up to $25k
From $25k to $78.5k*
Various business rules
Competition using
different business
rules
From $78.5k* to
$2M**
Competition using
different business
rules
Over $2M**
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 $78.5k
** Departmental Authority: As per TB Contracting Policy (usually $2M)
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
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)
6
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 prequalified 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.
7
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.
8
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
9
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.
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 - ProServices
1)
Peggy Gilmour
Supply Team Leader, Online Services Division
2)
Debbie Sears
Manager, Online Services Division
Services and Technology Acquisition
Management Sector (STAMS)
Services and Technology Acquisition
Management Sector (STAMS)
Professional Services Procurement Directorate
(PSPD)
Professional Services Procurement Directorate
(PSPD)
PDP, Phase III, 10C1, 11 rue Laurier St.
Gatineau, QC K1A 0S5
Telephone: 819-956-7642
Facsimile: 819-956-2675
PDP, Phase III, 10C1, 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 K1A 0S5
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]
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
(ref: Slide 6)
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
Geomatics Services
IM/IT 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
(ref: Slide 6)
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
 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
23
CPSS e-Portal
(http://www.tpsgc-pwgsc.gc.ca/app-acq/spc-cps/spc-cps-eng.html)
24