Professional/IT/Training Services Procurement Planning Worksheet

A. CLIENT
Client Contact: Organization: Telephone/Fax: E-mail Address:

Procurement Contact:

B. DESCRIPTION OF REQUIREMENT/SOW/TOR
Project Title:

Commencement Date:

Completion Date:

Background:

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Objective:

Scope of Work:

Output/Deliverables:

Project Phases:

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Proposed Resources by Category:

Minimum Resource Levels:

Management Principles: training, conduct, tools, personnel replacements, substitutions, etc.

Departmental Support: 1. government-furnished equipment or accommodation 2. access to files and records 3. access to personnel 4. minimum requirement of Departmental personnel 5.intellectual property to be supplied 6. translation to be provided

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Location of Work:

Travel & Accommodation:

Contract or SOA:

Single or Multiple Suppliers:

Amendment/Extension Options:

Existing/Incumbent Suppliers:

Intellectual Property:

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Security:

Aboriginal Set-Aside:

Insurance:

Financial Security/Bond:

Sub-Contracting:

Government Quality Assurance:

Dispute Resolution Practices:

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Employer-Employee Considerations:

Former Public Servants:

Estimated $-Value:

Intended Procurement/Sourcing Strategy:

Policy/Trade Agreement Issues:

Reference Checks:

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Likelihood of Bid Challenge & Need for Fairness Monitor:

Need for a Bidders Conference:

Need for an LOI or RFI:

Other Unique Requirements:

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C. BID EVALUATION CRITERIA

Mandatory - minimum experience requirement (#, time, size, relevance)

Mandatory - credentials of personnel

Mandatory - language capability

Mandatory - region of delivery/location of service and support facilities

Rated - greatest quantity of experience pro rated vs. full points for having at least

Rated - project summaries

Rated - understanding of requirement/subject area/department

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Rated - technical approach or methodology (suitability/applicability)

Rated - detailed project plan showing milestones and work breakdown structure

Rated - quality and completeness of proposed project plan

Rated - managerial structure

Rated - facilities

Rated - financial strength

Rated - identification of key technical problems and outlines of solutions

Rated - risk, quality, cost and time control systems to be employed

Rated - reporting systems

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Rated - assumptions

Rated - personnel (using detailed grids) - experience - education/skills - knowledge/ability - language capabilities

Rated - proposal quality

Point assignment scheme

Passmark on rated

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D. TERMS OF PAYMENT
basis of payment progress payments withholding etc,,,, - see Supply Manual

E. BASIS OF SELECTION
highest rated compliant - overall points (points for cost as %) lowest cost per point compliant - all mandatories

F. CONFIRM PROCEDURES
Departmental Authorities Procurement Review Committee Applicable Trade Agreement or TB Policy Requirements TB Authority Required Bidders Conference Required One or two envelope response Bid evaluation criteria guidebook developed in advance Members of the Bid Evaluation Committee Evaluated jointly or separately External communications

G. TIMELINE
bid closing date contract award date translation procurement review committee -11-