Request for Services
Client’s Name:
Request for Services Submission Date:
IT Disaster Recovery Services
[Insert Client’s Name]
Click here to enter a date.
OECM - IT Disaster Recovery Services
Request for Services Template
General Template Information and Instructions
Please refer to the Customer Guide for more details.
•
Instructions in this template are set out in grey font.
•
The terms and conditions of the OECM Master Agreements govern this request for services.
•
The usage of the request for services is for evaluation and assessment of the supplier offering, customers
are not obligated to any subsequent purchases or to award the request for services.
•
The request for services does not create a Contract A/ Contract B situation.
•
Customer’s should review and assess if the cloud technology services; IT professional services; IT
technical support services; networking switches, routers, firewalls products and related services and/or
software licensing in our master agreements meet your needs. If they do, customer can purchase directly
from one or more of the suppliers using the rates set out in the master agreements, alternatively, customer
could issue a request for services to obtain services/products and/or pricing based on your specific
requirements.
•
Consult your internal policy to see if the supplier is required to sign a Confidentiality Agreement before
receiving your specific information.
•
Fill out the fields under Customer Details and Customer Requirements.
•
Once you completed the assessment of the supplier offering and decide to purchase, please ensure a
Client Supplier Agreement is signed between the selected supplier and your organization.
Background Information:
Late 2014, OECM reached out to its customers to complete the sourcing project survey 2015. With this survey
OECM was asking customers to provide the list of projects they wanted OECM to undertake in 2015. Customers
expressed interest in IT Disaster Recovery Services.
Following its regular procurement process, OECM consulted with various suppliers and formed an Advisory
group. During the supplier consultations, OECM realized that the IT disaster recovery services could be acquired
using some of OECM’s existing IT agreements.
In the fall of 2015, it was agreed to not pursue an RFP for the provision of IT disaster recovery services but to
create a package of services from existing agreements.
Customers can utilize the following agreements to acquire IT disaster recovery services:
•
•
•
•
•
Cloud Technology 2014-MA-203;
IT Professional Services 2014-MA-205 under the following categories:

Audit and Compliance;

Electronic Record Management Services;

IT Infrastructure;

Managed Security; and

Network Services.
IT Technical Support Services 2014-MA-213;
Networking Switches, Routers, Firewalls and Related Services 2014-MA-206; and
Software Licensing 2014-MA-228.
Instructions:
Using this request for services template, the client should clearly outline the required IT Disaster Recovery
Services to enable the supplier to provide a quotation specific to the requirements. A client should complete
sections 1 and 2. The invited suppliers should provide their responses using sections 3 and 4.
The request for services should be sent to the suppliers’ client representative, contact information can be found in
appendix A. Clients do not have to sign a Client Supplier Agreement to issue and submit a request for services.
Request for Services Template
IT Disaster Recovery Services
OECM’s Confidential Document
Page 1 of 12
Request for Services
Client’s Name:
Request for Services Submission Date:
IT Disaster Recovery Services
[Insert Client’s Name]
Click here to enter a date.
The chart below is a suggestion/options for which OECM Agreements’ awarded supplier partners may be a good
fit under each of the categories outlined below:
Risk Assessment
Risk Assessment
Cloud technology
IT Professional
Services:
Audit and
Compliance
IT Infrastructure
Managed Security
Network Services
Electronic Record
Management
Services
Strategy
Recommendations
• Plan creation
• Hardware
• Software
• Data storage
(cloud/server)
Strategy
Recommendations
Cloud technology
IT Professional
Services:
Audit and
Compliance
IT Infrastructure
Managed Security
Network Services
Electronic Record
Management
Services
IT Technical Support
Services
IT Technical Support
Services
Networking Switches,
Routers, Firewalls
and Related Services
Implementation
Implementation
Program maintenance
Cloud technology
Cloud technology
IT Professional
Services:
Audit and
Compliance
IT Infrastructure
Managed Security
Network Services
Electronic Record
Management
Services
IT Professional
Services:
Audit and
Compliance
IT Infrastructure
Managed Security
Network Services
Electronic Record
Management
Services
IT Technical Support
Services
Software Licensing
Request for Services Template
Program
maintenance
IT Disaster Recovery Services
OECM’s Confidential Document
IT Technical Support
Services
Software Licensing
Page 2 of 12
Request For Services Template for IT Disaster Recovery Services
SECTION 1 – INTRODUCTION AND CLIENT’S CONTACT INFORMATION
(Client to complete)
Client’s Name:
Click here to enter text.
Request for services
Reference Number:
Click here to enter text.
Master Agreement
(check 1 or more):
☐ Cloud Technology 2014-MA-203
☐ IT Professional Services 2014-MA-205
☐ IT Technical Support Services 2014-MA-213
☐ Networking Switches, Routers, Firewalls and Related Services 2014-MA-206
☐ Software Licensing 2015-MA-228
Request for services
Submission Date:
Request for services
Expected Response Date:
Anticipated Start Date of
the Service:
Client’s Contact Email:
Click here to enter a date.
Click here to enter a date.
Click here to enter a date.
Click here to enter text.
Instructions:
Clients should complete the table below. The contact person will be the primary contact during the request for
services process.
Client
Organization
Click here to enter text.
Department:
Contact Name
Click here to enter text.
Contact Email
Client Address
Click here to enter text.
Contact Phone
Contact Fax
City, Province
Click here to enter text.
Postal Code
Click here to enter
text.
Click here to enter
text.
Click here to enter
text.
Click here to enter
text.
Click here to enter
text.
SECTION 2 - SERVICE INFORMATION AND REQUIREMENTS
(Client to complete)
2.1 - Service Description
Instructions:
Clients must describe the services they are expecting from the supplier(s). Clients should provide as much
details as possible such as but not limited to:
- Location;
- Project description;
- Timeframe;
- Number of users;
- Experience needed;
- IT environment/infrastructure;
- Outcome and;
- Budget.
Once the sections 1, and 2 are completed, clients should send the request for services to one or more awarded
suppliers, within the required service category, listed in appendix A.
Request for Services Template
IT Disaster Recovery Services
Page 3 of 12
Request for Services
Client’s Name:
Request for Services Submission Date:
IT Disaster Recovery Services
[Insert Client’s Name]
Click here to enter a date.
The Services to be provided by the Supplier will include the following:
Insert service description
[End of the Client’s Request for services Section]
Client to submit its request for services to the suppliers’ client representative via email. Supplier contact
information can be found in appendix A; clients must delete appendix A before submitting its request for
services.
Request for Services Template
IT Disaster Recovery Services
OECM’s Confidential Document
Page 4 of 12
Request for Services
Client’s Name:
Request for Services Submission Date:
IT Disaster Recovery Services
[Insert Client’s Name]
Click here to enter a date.
SECTION 3 - REQUEST FOR SERVICES RESPONSE
(Supplier to complete)
3.1 - Client’s Information
Instructions:
The supplier should complete sections 3 and 4.
In table 3.1, the supplier should reference the client’s information by indicating:
- Client’s name
- Request for services reference number
- Request for services submission date
- Service category
Client Organization
Request for services
Reference Number
Request for services
Submission Date
Click here to enter text.
Click here to enter text.
Click here to enter text.
Click here to enter text.
Service Category
3.2 - Supplier Information
Instructions:
In the table 3.2 the supplier should provide its contact information.
Supplier Name
(Legal Name)
Click here to enter text.
Contact Phone
Click here to enter text.
Supplier
Contact Name
& Title
Click here to enter text.
Contact Email
Click here to enter text.
Client Address
Click here to enter text.
Contact Fax
Click here to enter text.
City, Province
Click here to enter text.
Postal Code
Click here to enter text.
3.3 - Supplier’s Request for services Response
Instructions:
In table 3.3 the supplier should provide its request for services response according to the client’s services
description provided in section 2 of the request for services. Response should demonstrate the supplier’s
experience and capability in the provision of the services, by including: estimated timelines, project management
methodology, key resources assigned, key milestone, typical challenges and risk mitigation strategies
Insert the request for services response here.
Request for Services Template
IT Disaster Recovery Services
OECM’s Confidential Document
Page 5 of 12
Request for Services
Client’s Name:
Request for Services Submission Date:
IT Disaster Recovery Services
[Insert Client’s Name]
Click here to enter a date.
SECTION 4 – REQUEST FOR SERVICES PRICING
(Supplier to complete)
4.1 – Proposed Price
Instructions:
The supplier should indicate its price for the proposed services. The supplier should breakdown its prices by
components such as but not limited to: roles; milestone. The supplier can add rows to the tables below.
Price Component(List each component (e.g.
roles, milestones), if applicable below):
Price
$Click here to
enter text.
$Click here to
enter text.
$Click here to
enter text.
$Click here to
enter text.
Click here to enter text.
Click here to enter text.
Click here to enter text.
Click here to enter text.
Total Proposed Price:
Unit of Measure,
if applicable
Click here to enter
text.
Click here to enter
text.
Click here to enter
text.
Click here to enter
text.
Extended Price
$Click here to
enter text.
$Click here to
enter text.
$Click here to
enter text.
$Click here to
enter text.
$Click here to
enter text.
4.2 – Other Expenses
Instructions:
In the table 4.2, the supplier should list all expenses applicable to the project that have not been included in 4.1
Proposed Price. Other expenses related to travel should be invoiced separately, supported with receipts and
reimbursed based on the rates in accordance with the Management Board Travel, Meals and Hospitality
Expenses Directive or the Client’s internal policy.
Expenses by Type (List each item below):
Other Expenses Rate
Click here to enter text.
$Click here to enter text.
Click here to enter text.
$Click here to enter text.
Click here to enter text.
$Click here to enter text.
Click here to enter text.
$Click here to enter text.
Total Other Expenses:
$Click here to enter text.
4.3 – Total Maximum Rate
Instructions:
In the table 4.3 the supplier shall calculate Subtotal Price by adding Total Proposed Price in 4.1 to Total Other
Expenses in 4.2.
4.1 Total Proposed Price
$ Click here to enter text.
4.2 Total Other Expenses
$ Click here to enter text.
Total Price excluding HST
$ Click here to enter text.
Request for Services Template
IT Disaster Recovery Services
OECM’s Confidential Document
Page 6 of 12
Request for Services
Client’s Name:
Request for Services Submission Date:
IT Disaster Recovery Services
[Insert Client’s Name]
Click here to enter a date.
4.4 - Execution of the Request for services
Instructions:
In table 4.4 the supplier shall complete and sign its request for services response before submitting it to clients.
If this request for services response is selected by the client, the supplier agrees to provide the services
described in the table 4.3 at the price indicated in table 5.3. The supplier shall make its total price excluding
HST (section 5.3) valid for ninety (90) days.
Supplier Representative Signature:
Supplier Representative Printed Name:
Date:
[End of the Supplier’s Request for services Section]
The supplier should submit its quote to the client via email at the address indicated in section 1 and 2,
before the request for services expected response date stated in section 1.
If the supplier is selected to provide the services, a Client Supplier Agreement (CSA) must be executed
prior to the provision of any services. Therefore, if the client and supplier have not already done this, the
CSA must be completed and signed if the client awards the services from this request for services.
Request for Services Template
IT Disaster Recovery Services
OECM’s Confidential Document
Page 7 of 12
Request For Services Template for IT Disaster Recovery Services
APPENDIX A – SUPPLIERS’ CONTACT INFORMATION
(Under each Awarded OECM Master Agreement)
IT Professional Services 2014-MA-205
#
Cloud
Technology
Audit and
2014-MA-203 Compliance
Suppliers
1.
2.
3.
4.
5.
6.
7.
Aurora Solutions
Altis Human Resources Inc.
Bagg Technology Resources Inc.
Bell Canada
Calian Limited
CDW Canada Inc.
8.
9.
Dell Canada Inc.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
21.
22.
Grant Thornton LLP
IBM Canada – K-12 Education
IDS Systems Consultants Inc.
Infotek Consulting Services Inc.
Lanworks Inc.
Long View Systems Corporation
Modis Canada Inc.
OnX Enterprise Solutions Ltd.
Open Decisions Inc.
Electronic Records
and Content
Management Services
IT
Infrastructure
Managed
Security
Networking
Switches, Routers, IT Technical Software
Support
Licensing
Firewalls and
Network
Related Services Services 2014- 2015-MAServices
MA-213
228
2014-MA-206
X
X
X
X
X
X
X
X
X
Compugen Inc.
X
X
X
X
X
X
X
X
X
Eagle Professional Resources Inc.
PriceWaterhouse Coopers LLC
SoftChoice Lp
S.i. Systems Partnership
Sundiata White Group - Intellistaff
Ltd. (SWGi)
23. TEEMA Solutions Group Inc.
24. TEKsystems Canada Inc.
25. Teramach Technologies Inc.
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
Request for Services Template
X
IT Disaster Recovery Services
X
X
X
X
Page 8 of 12
Request For Services Template for IT Disaster Recovery Services
Cloud Technology Agreement MA # 2014-MA-203
IBM Canada – K-12 Education
Daniel Prodan, Product Manager
Telephone: 905-316-5269
Email: dprodan@ca.ibm.com
OnX Enterprise Solutions Ltd.
Frances Newbigin, VP Software
Telephone: 905-482-2292 ext. 2633
frances.newbigin@onx.com
TeraMach Technologies
Cameron Mair, Account Manager
Phone: 905-305-6880 x 317
Cellphone: 416-409-4536
Email: cmair@teramach.com
IT Technical Support Services Agreement MA # 2014-MA-213
Altis Human Resources
Central Region
Nevena Ouzas
330 Bay Street, Suite 700
Toronto, ON
Telephone: 416-214-9280
Email: nevena@altisprofessional.com
Altis Human Resources
Eastern Region
Ameera Girgis
102 Bank Street, Suite 300
Ottawa, ON
Telephone: 613-230-5393
Email: Ameera@excelitr.com
Bagg Technology Resources
Simone Goldberg, Branch Manager
Telephone: 416-847-4976
Email: Simone.Goldberg@bagg.com
Calian Limited
Gloria Higdon, Senior Account
Executive
Telephone: 877-225-4264 x 207
Email: g.higdon@calian.com
Eagle Professional Resources
Bruce Kinney, MBA (ITM), CHRP,
CHRL
Director, Ontario Public Sector Services
Telephone: 416-861-1492 x 2247
Toll Free: 800-281-2339 x 2247
Email: b.kinney@eagleonline.com
Infotek Consulting Services
Kelly Amaral
Director, Marketing
Telephobe: 416-365-0337 x 225
Email: kamaral@infotekconsulting.com
Modis Canada
Angela Williams
Business Development Manager
Telephone: 416-367-2020
Email: Angela.Williams@modis.com
S.i. Systems Partnership
Glen South, Managing Director
Telephone: 416-953-7321
Email: glen.south@sisystems.com
Sundiata White Group - Intellistaff
Ltd. (SWGi)
Peter Sundiata, Managing Partner
Telephone: 416-644-8873 x 855
Cellphone: 416-456-6619
Email: psundiata@swgi.ca
TEEMA Solutions Group
Bob Pridding, Director
Telephone: 416-795-4829
Email: bpridding@teemagroup.com
TEKsystems Canada Inc.
Cori Porter, Director of Proposals
Telephone: 613-726-3000
Email: OntarioRFP@TEKsystems.ca
Request for Services Template
IT Disaster Recovery Services
OECM’s Confidential Document
Page 9 of 12
Request For Services Template for IT Disaster Recovery Services
IT Professional Services MA # 2014-MA-205
Bell Canada
Christine Cull
Regional Sales Manager
Telephone: 647 225 0071
Email: christine.cull@bell.ca
CDW Canada
Sean Bonnet, Sales Manager
Public Sector Education
Toll Free 866-370-2392
Cellphone: 647-288-5707
Email: seanbon@cdw.ca
Compugen
Steven Silva
Corporate Account Manager
Telephone: 905.695.5645
Cellphone: 416.888.6090
Toll Free: 1.800.387-5045
Email: SSilva@compugen.com
Dell Canada
Sheene Leung
Public Business Group - Canada
Telephone: 416-910-7601
Email sheene_leung@dell.com
Grant Thornton
David Florio, Partner
Telephone: 416-369-6415
Email: David.Florio@ca.gt.com
IDS Systems
Randy Peckham
President and Chief Technology
Architect
Telephone: 613-836-6708 x 101
Email: rpeckham@idssystems.com
Long View Systems
John Kaus
Client Executive
Telephone: 905-328-4350
Email: John.Kaus@LVS1.com
Price Waterhouse Coopers
Bruce
Webster,
Partner,
Risk
Assurance Services, National Internal
Audit Leader
Telephone: 416-815-5250
Email: bruce.j.webster@ca.pwc.com
SoftChoice
Brittany Pepper, Client Representative
Phone: 905-847-6800 x 555274
Email:
Brittany.pepper@softchoice.com
TeraMach Technologies
Cameron Mair, Account Manager
Phone: 905-305-6880 x 317
Cellphone: 416-409-4536
Email: cmair@teramach.com
Request for Services Template
IT Disaster Recovery Services
OECM’s Confidential Document
Page 10 of 12
Request For Services Template for IT Disaster Recovery Services
Networking Switches, Routers, Firewall and Related Services MA # 2014-MA-206
Aurora Solutions
Phil Weedon, Sales Consultant
Telephone: 1 (613) 791-0287
Email:philweedon@aurorasolutions.com
Compugen:
Steven Silva
Corporate Account Manager
Phone: 905.695.5645
Cellphone: 416.888.6090
Toll Free: 1.800.387-5045
Email: SSilva@compugen.com
Dell Canada
Sheene Leung
Public Business Group - Canada
Telephone: 416-910-7601
Email sheene_leung@dell.com
Long View Systems
John Kaus, Client Executive
Telephone: 905-328-4350
Email: John.Kaus@LVS1.com
Open Decisions Inc.
Peter Chandler
Senior Account Manager
Telephone: 647-931-3090 x 32
Email:
Peter.chandler@opendecisions.ca
TeraMach Technologies
Cameron Mair, Account Manager
Phone: 905-305-6880 ext 317
Cellphone: 416-409-4536
Email: cmair@teramach.com
Lanworks Inc.
Ricky Wu
Partner Support
Telephone: 905-212-2332
Email: Ricky@Lanworks.com
Software Licensing MA# 2015-MA228
SoftChoice
Brittany Pepper, Client Representative
Telephone: 905-847-6800 x 555274
Email: Brittany.pepper@softchoice.com
Request for Services Template
IT Disaster Recovery Services
OECM’s Confidential Document
Page 11 of 12
Request For Services Template for IT Disaster Recovery Services
APPENDIX B – OECM’S CONTACT INFORMATION
Business Relationship Group
Pooja Nagra
Business Relationship Manager
(416) 847-0677
pooja.nagra@oecm.ca
Michael Liaw
Business Analyst
(416) 847-1079
michael.liaw@oecm.ca
Sourcing Solutions Group
Agnes Tijet
Sourcing Manager
(416) 847-1198
Agnes.tijet@oecm.ca
Request for Services Template
IT Disaster Recovery Services
OECM’s Confidential Document
Page 12 of 12