6.0 Request for Proposal — Statement of IRB Work

The following sections detail the content of the components of the IRB Proposal referred to in sub-article 5.1.7.

6.1. Executive Summary of IRB Commitments

6.1.1. The Executive Summary should include an integrated overview of the complete IRB Commitment, with cross-references, as appropriate, to the other IRB Plans specified herein that must be submitted as part of this proposal. It should clearly demonstrate how the Bidder will address the project's IRB objectives and how each of these objectives will be achieved through the proposed IRB Commitments.

6.1.2. The Executive Summary should provide a tabular presentation of the Bidder's IRB commitments. The presentation should include a summary of IRB Commitments (measured in CCV) by Direct, Indirect, Region, and Small and Medium Business.

6.1.3. The Bidder has the option of including in the Executive Summary a forecast plan of the IRB Transactions it anticipates submitting as part of Tranche 2, due one year following contract award. This forecast plan may include information such as upcoming supplier development activities, a list of Canadian firms with whom the Bidder or its Eligible Parties are considering doing business or specific capabilities for which the Bidder or its Eligible Parties are seeking Canadian suppliers

6.1.4. It should include a separate paragraph containing concise and precise statements of the Company's commitments to the mandatory requirements in paragraph 5.0.

6.2. Company Business Plan

6.2.1. The Bidder's Company Business Plan should outline, in general terms, the long-term impact of the award of the Contract on the Bidder and its Eligible Parties' business in Canada, and on the IRB recipients.

6.2.2. The Plan should include the following information on the Bidder and its Eligible Parties:

6.2.2.1. a description of the decision-making process for establishing product and services responsibilities and market mandates within the company;

6.2.2.2. a description of the Bidder's management of corporate functions such as strategic planning, research and development, and marketing, including the identification and location of these responsibility centres;

6.2.2.3. this section should also outline the Bidder and its major subcontractors' operations worldwide, including a corporate profile containing a narrative description and hierarchically ordered chart which describes each firm's present corporate structure, including parents and subsidiaries relationships. A written description of their functional interrelationships should be included containing a detailed presentation showing the existing and proposed financial arrangements between the Bidder and each of its first-tier subcontractors; and

6.2.2.4. an organizational chart identifying key personnel responsible to manage and deliver the Project.

6.2.3. The Plan should include the following information on the IRB Recipients:

6.2.3.1. the impact of the award on existing and new areas of business; and

6.2.3.2. a description of how the award of major sub-contracts to Canadian companies for this project would enhance the capability of these firms to undertake other domestic and foreign programs or pursue related new business activities with similar characteristics.

6.3. IRB Management Plan

6.3.1. The plan should describe the methods by which the Bidders will implement, manage, monitor and report progress on its IRB activities towards achievement of the proposed IRB Transactions.

6.3.2. The plan should include but not be limited to identification of all the IRB management functions and the associated organization required to fulfill the proposed IRB commitments during the contract period. The description of the IRB program management organization should include but need not be limited to the following:

6.3.2.1. an organization chart identifying key personnel responsible for IRB management functions;

6.3.2.2. a list of the proposed Eligible Parties, including the name, address and phone number of the respective IRB contact; (Note: Eligible Parties are subject to approval by IRB Authority. As such, Bidders are encouraged to review the definition of Eligible Party within the IRB Model Contract found in Article X);

6.3.2.3 a list and detailed description of the proposed Global Value Chain Platforms (see 4.1.1.3);

6.3.2.4. a description of the facilities and resources assigned to this program;

6.3.2.5. an explanation of how IRB considerations will be factored into the decision making process, and the mandates and/or responsibilities of the specific organizations that must implement IRB;

6.3.2.6. description of the methods and procedures that will be employed to identify, track and report IRB Commitments.

6.3.3. The plan will be used to assess the Bidder's ability to manage and deliver an acceptable IRB package.

6.4. Regional Development Plan

6.4.1. The Regional Development Plan should provide, in as much detail as possible:

6.4.1.1. the efforts made and the approaches to be followed in order to achieve optimum distribution of the IRB to the Designated Regions; and

6.4.1.2. the level of CCV and the percentage of total CCV, that the Bidder has committed to in the Designated Regions of Canada, for both Direct and Indirect IRB Transactions;

6.4.2. The individual IRB Transactions Sheets will be used to support this requirement and should be cross referenced to this Plan.

6.5. Small and Medium Business Development Plan

6.5.1. The Small and Medium Business Development Plan should provide in as much detail as possible:

6.5.1.1. Identification of small and medium business subcontractors that will be participating in the proposal and a description of their participation and the Canadian Content Value contributed to the project.

6.5.1.2. Identification of opportunities, assistance and encouragement that the Bidder will provide to stimulate and promote small and medium business both as potential suppliers to the project and for their general development.

6.5.2. The IRB Transaction Sheets will be used to satisfy this requirement and should be cross referenced to this Plan.

6.6. IRB Transaction Sheets

6.6.1. Each IRB proposal must provide complete information on each IRB Transaction that the Bidder proposes to provide to Canada and for which it is prepared to commit contractually. The content of the IRB proposal will form the basis for the IRB Commitments to be specified in the Contract. A separate sheet is to be completed for each proposed IRB Transaction, detailing the particulars of the given activity. These details are as follows:

6.6.1.1. IRB Transaction Identifier Number - each IRB Transaction should be assigned a unique number, in sequential order, for reference purposes;

6.6.1.2. IRB Donor and Recipient contact information;

6.6.1.3. Transaction Value (Total Contract Value and Canadian Content Value);

6.6.1.4. IRB Classification — Direct or Indirect;

6.6.1.5. Industrial sector and expertise of the IRB Recipient;

6.6.1.6. Fulsome description of the IRB Transaction Activities and Canadian Recipient Company. It will be in the Bidder's interest to fully describe the nature of the proposed IRB Transaction so it can be properly evaluated by the IRB Evaluation Team. Failure to adequately describe the nature of the work being proposed may result in the proposed IRB Transaction being disallowed. Transactions will only be evaluated on the data provided in the proposal. Bidders are advised that information received in response to a clarifying question by the Crown, will not be used to alter the proposed IRB Transaction as this would be considered bid repair, and would be unacceptable in the competitive process.

6.6.1.7. Region;

6.6.1.8. Small and Medium Business;

6.6.1.9. Description of the quality of the IRB transaction. In those cases where the Bidder can identify a recipient of a proposed IRB Transaction, Bidders are encouraged to provide statements from the Canadian recipient(s) describing the impact that the IRB Transaction will have on the recipient's company. These statements should be appended to the applicable IRB Transaction form.

6.6.1.10. Description of any other Canadian Government Assistance involved in the transaction;

6.6.1.11. Provide and show justification for eligibility as a valid IRB Transaction (causality, timing, incrementality, eligible party and CCV), as detailed in Article 5 of the Model Contract.

6.6.1.12. IRB Schedule — the time phasing and cash flow for each IRB Transaction must be shown on each IRB Transaction sheet, broken out by 12 month periods. (as detailed in section 1.1.23 of the IRB Model Contract)

6.6.1.13. Liquidated Damages — (minimum - 10 percent)

6.6.2. Commitments of unallocated IRB are to be identified on a two separate IRB Transaction Sheets, including one for Unallocated Direct IRB and another for Unallocated Indirect IRB, ensuring that any of the IRB Mandatory Requirements are addressed.

6.6.3. A sample IRB Transaction Sheet that contains the above mentioned data is shown in Annex C of the IRB Model Contract.

6.7. IRB Compliancy Checklist

Bidders are required to submit with their proposal a completed IRB Mandatory Requirements Compliancy Checklist that confirms that all mandatory requirements to this RFP have been met. The compliancy checklist must include the information shown in the following table:

Mandatory Requirements - Compliancy Checklist

	Met	Not Met
1. The Canadian Content Value of the IRB proposal equals a minimum of 100% of the bid price, without optional work
Without optional work, the bid price is:	$
The Canadian Content Value of the IRB proposal equals a minimum of 100% of the bid price, with optional work.
With optional work, the bid price is:	$
2. In its IRB Proposal due at bid closing, the Bidder must identify acceptable IRB Transactions which are detailed, fully described and equal in total to a minimum of 30% of the bid price, measured in CCV. The bidder must also commit to identifying, one year after contract award, additional acceptable IRB Transactions which are detailed, fully described and bring the cumulative total of identified acceptable IRB Transactions to 60% of the contract value, measured in CCV. The bidder must also commit to identifying, X years after contract award, additional acceptable IRB Transactions which are detailed, fully described and bring the cumulative total of identified acceptable IRB Transactions to 100% of the contract value, measured in CCV.
3. The Bidder must commit to a minimum of Direct IRB transactions equal to XX% of the bid price, measured in CCV.
4. Accepts and agrees to the terms associated with a failure to meet IRB obligations (Liquidated Damages of 10% and/or IRB Commitment increases).
5. The IRB proposal, has reached a minimum evaluation score of 36 points for the IRB Plans and 270 points for the IRB Transactions.
6. Accepted Terms & Conditions of IRB Model Contract.
7. IRB Proposal must contain the following components:
Executive Summary;
Company Business Plan;
IRB Management Plan;
Regional Development Plan;
Small and Medium Business Development Plan;
Detailed IRB Transaction Sheets.