Refresh of the Task and Solutions Professional Services (TSPS) – Addition of Real Property Project Management Services Class August 2011

Federal Government Portfolio One of the largest and most diverse real estate portfolios in the country: 40,000,000hectares of land, 23,000 owned and leased properties, 37,000 buildings, 25,000,000 square metres of floor space. Portfolio includes: offices, laboratories, military bases, embassies, prisons, remote housing, national parks, border crossings, bridges, dams, navigational aids … 2

Public Works and Government Services Canada (PWGSC) “Common Service Provider”: Provides federal government organizations with the office space they need to carry out their programs. Specialized space is the responsibility of each department or agency. Provides real property services (e.g., design, property management, leasing) to other departments and agencies. Carries out space procurement in an open, fair and transparent manner that achieves best value for Canadian taxpayers. Enforces federal standards for such things as accessibility and environmental sustainability. 3

What is Task and Solutions Professional Services (TSPS)? TSPS is a new tool for the procurement of task and solutions based professional services. Three (3) methods of supply: Task Based Standing Offers (SO); Task Based Supply Arrangements (SA); and, *Solution Based Supply Arrangements (SA). TSPS was launched on July 1st, It currently includes three professional service classes: Human resources services; Business services/change management services; and, Project management services. *This method will not be included in the refresh 4

Why does the Government want TSPS? Fair, open and transparent procurement. National breadth. Allows the federal government to out-task programs of work. Convenient access to a large pool of qualified consultants. Integrate business-type services (e.g., feasibility studies) with project management. May be used directly by federal government departments and agencies. Flexible: a variable work volume can be accommodated on an “as required” basis. 5

Addition of Real Property Project Management Services Class New Class added: the Real Property Project Management Services. This new class of services will provide the federal government with a convenient means of contracting with private-sector companies for a wide variety of project management services pertaining to real property. A pre-qualified list of real estate-related companies that the federal government can draw upon to submit proposals for work. Termed “project management” but it will deal with most aspects of the real estate development life-cycle from portfolio planning to project inception, approvals and project delivery. A notice for each refresh was posted on the Government Electronic Tendering Service, MERX™, in July

Consultant Categories Human Resources Services Class 1.1 Human Resources Consultant 1.2 Classification and Organizational Design Consultant 1.3 Employment Equity Consultant 1.4 Employee Relation Consultant 1.5 Compensation Consultant 1.6 Human Resources information System Consultant 1.7 Leadership Development Consultant 1.8 Staffing Consultant 1.9 Human Resources Policy Development Consultant 1.10 Human Resources Assistant Consultant Project Management Services Class 3.1 Project Administrator 3.2 Project Manager 3.3 Project Leader / Executive 3.4 Project Planner 3.5 Quality Assurance / Management Specialist 3.6 Risk Management Specialist 3.7 Procurement Specialist 3.8 Financial Specialist 3.9 Project Monitor 3.10 Technical Writer Real Property Project Management Services Class 4.1 Project Administrator for Real Property 4.2 Project Manager for Real Property 4.3 Project Leader for Real Property 4.4 Project Planner for Real Property 4.5 Financial / Cost Specialist for Real Property 4.6 Portfolio Planner for Real Property 4.7 Claims Analyst for Real Property NEW Business Services/Change Management Services Class 2.1 Business Analyst 2.2 Business Continuity Consultant 2.3 Business Consultant 2.4 Organization Development Consultant 2.5 Business Process Consultant 2.6 Change Management Consultant 2.7 Needs Analysis and Research Consultant 2.8 Business Architect 2.9 Statistics Specialist 2.10 Knowledge Management Consultant 2.11 Information/Record Mgmt Specialist 2.12 Evaluation Services Consultant 2.13 Performance Measurement Consultant 2.14 Subject Matter Expert 7

Consultant Categories Services provided by each Consultant Category can be found in the RFSO and RFSA solicitation documents posted on Merx at: 8

Task and Solutions Professional Services (TSPS) - Procurement Tool Overview This tool is updated annually to qualify firms and adjust evaluation criteria where necessary. Standing Offer and Supply Arrangement options: Two-stage evaluation process: –Stage 1: General, companies qualify to be placed in pool (yearly); and –Stage 2: Specific, companies/people qualify (each procurement request). Standing Offer: -- < $250K upper limit; -- fixed per diem rates; -- qualified firms experienced with smaller scale projects. Supply arrangement: -- unlimited $ value; -- ceiling per diem rates; -- qualified firms experienced with larger projects. 9

Services Not Intended for TSPS Real estate brokerage, leasing services Construction services Property management services Communication services not related to a specific real estate project Risk specialist services not related to a specific real estate project 10

Use of Other TSPS Classes Human Resources: Wide variety of human resources services including training. Business Consulting/Change Management: Used by real estate organizations to improve their roles, processes, policies and general management and effectiveness of their organizations: does not require real estate experience. Project Management Services: Used by real estate organizations for the procurement side of project management; does not require real estate experience. 11

Other Procurement Mechanisms Professional Services (PS) Online: under $76,600 MERX postings (tendering process): individual or unique projects, construction services, solicitation of leased space “Alternative Forms of Delivery” for Property Management Real Estate Services Standing Offers (Regional) Appraisal Services Standing Offers Investment Banking Services Architectural & Engineering Services Standing Offer Private Public Partnership (P3) Standing Offer Risk Management Standing Offer 12

Apply to Other Classes, if Appropriate Real property organizations also expect to draw from the other classes as well as the real property class. Change management/business consultant class will be used for studies related to the internal organization and workings of real property organizations. Human resources class will be used for training, etc. Project management services class will be used for procurement services. 13

Why Should my Company be Interested? Business volume opportunities: large portfolio with federal government’s intention to out-task more work. Projects can be “leading edge” in terms of environmental sustainability, heritage conservation. Some work can have regional or national prominence and can be considered “trophy projects”. Easy to plan: Projects are often stable and long-term and the “Solutions” aspect will allow companies more flexibility in resourcing projects. Reduced marketing effort: we come to you to request proposals Government commitment to small and medium-sized enterprises. 14

Thank you For more information about TSPS: 15