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8.0 Request for Proposal — IRB Evaluation Plan
8.1. Introduction
8.1.1. IRB Overview: As part of the evaluation of the proposal, the IRB aspects will be evaluated to ensure they meet the mandatory requirements. The results of this evaluation will then be integrated (on a pass/fail basis) into the evaluations conducted by Public Works and Government Services Canada (PWGSC) and the Department of National Defence (DND).
8.1.2. Purpose: The purpose of this IRB Evaluation Plan is to describe the organization, procedures and methodology for evaluating the IRB proposal submitted by the Bidder.
8.1.3. IRB Evaluation Plan: The IRB Evaluation Plan will assist the IRB Authority in providing Departmental input into the overall evaluation process. The results of the IRB evaluations will be used to confirm that the selected Bidder is able to satisfy the requirement to provide quality IRB consistent with Government objectives.
8.1.4. IRB Evaluation Team: The IRB Evaluation Team is led by the IRB Authority and includes representatives from the Regional Development Agencies.
8.2. IRB Evaluation Objectives
8.2.1. The Government's approved IRB objectives are to encourage long-term industrial and regional development, including Small and Medium business. A Bidder's failure to meet the minimum acceptable levels in the IRB evaluation of IRB proposal will result in the Bidder's (Insert Project Name) proposal being deemed non-compliant.
8.2.2. The objective of the IRB evaluation is to assess the economic benefit to Canada of the Bidder's proposal in relation to:
8.2.2.1. Ontario and the Designated Regions of Atlantic, Quebec, Northern Ontario and the West.
8.2.2.2. Small and Medium Business
8.2.3. This evaluation will be accomplished by:
8.2.3.1. Determining the nature of the benefits offered, their value in dollars and in terms of percentages of the (Insert Project Name) IRB commitment values;
8.2.3.2. Assessing the quality of the benefits offered as they relate to the stated IRB Objectives of the Government of Canada;
8.2.3.3. Assessing the explicit contractual commitments made by each Bidder and the enforceability of these commitments;
8.2.3.4. Determining the risk associated with the benefits being proposed;
8.2.3.5. Assessing the individual merits of the IRB proposal, based on the rating factors contained herein; and
8.2.3.6. Determining the acceptability of the proposal.
8.2.4. All proposed initiatives will be evaluated on their own merits.
8.2.5. The IRB Proposal will be evaluated to ensure that the benefits proposed meet the specified IRB Objectives, mandatory requirements, eligibility criteria, definitions and format. The onus is on the Bidder to:
8.2.5.1. Demonstrate that the IRB Transactions proposed for this procurement will achieve the IRB objectives outlined in Section 3;
8.2.5.2. Show how well these commitments meet the eligibility criteria; and
8.2.5.3. Ensure that they are backed by 10 percent Liquidated Damages.
8.3. Evaluation Methodology
8.3.1. The Bidder's proposal will be evaluated to verify whether the IRB mandatory requirements specified in Section 5 have been met using the following methodology.
8.3.2. IRB Plans
8.3.2.1. Company Business Plan. The Company Business Plan will be evaluated to determine the ability of the Bidder to maximize the economic benefit to Canada resulting from this procurement;
8.3.2.2. IRB Management Plan. The IRB Management Plan will be evaluated to determine the Bidder's ability to develop, plan, implement and manage the proposed IRB program;
8.3.2.3. IRB Regional Development Plan. The IRB Regional Development Plan will be evaluated to determine the merits of the Bidder's ability to assist and develop business in the Designated Regions;
8.3.2.4. Small and Medium Business Development Plan. The Small and Medium Business Development Plan will be evaluated to determine the Bidder's ability to assist and encourage small business; and
8.3.2.5. The objective of the IRB Plans evaluation is to determine the economic benefit to Canada specified in the IRB Plans and, therefore, will be evaluated from a qualitative and risk perspective.
8.3.2.6. Each IRB Plan will be evaluated using the following:
8.3.2.6.1. Each IRB Plan will be given a score for "Quality" and a score for "Risk";
8.3.2.6.2. Quality will be rated on a scale of zero (0) to five (5), using the Word Pictures in Table 8-1 (IRB Plan Quality Word Pictures);
| Value | |
|---|---|
| 5 | EXCELLENT Provided all the requested information in the Statement of IRB Work (Section 6) for each individual plan. Plan is fully developed. |
| 4 | GOOD Provided all the requested information in the Statement of IRB Work (Section 6) for each individual plan. Plan is well developed. |
| 3 | AVERAGE Provided most of the requested information in the Statement of IRB Work (Section 6) for each individual plan. Plan is reasonably well developed. |
| 2 | POOR Provided some of the requested information in the Statement of IRB Work (Section 6) for each individual plan. Plan is not well developed. |
| 1 | VERY WEAK Provided a minimum of the requested information in the Statement of IRB Work (Section 6) for each individual plan. Plan is not developed. |
| 0 | UNACCEPTABLE Provided none of the requested information in the Statement of IRB Work (Section 6) for each individual plan. |
8.3.2.6.3. Risk will be rated on a scale of zero (0) to five (5), using the Word Pictures in Table 8-2 (IRB Plan Risk Word Pictures)
| Risk Value | |
|---|---|
| 5 | EXCELLENT The IRB Plan very clearly demonstrates that all of Canada's IRB objectives (Section 3) will be fully met. Demonstrates a comprehensive depth of knowledge, capability and commitment such that the probability of failure to achieve is extremely low. |
| 4 | GOOD The IRB Plan clearly demonstrates that all of Canada's IRB objectives (Section 3) will be fully met. Demonstrates a considerable depth of knowledge, capability and commitment such that the probability of failure to achieve is low. |
| 3 | AVERAGE The IRB Plan demonstrates that most of Canada's IRB objectives (Section 3) will be fully met. Demonstrates an adequate depth of knowledge, capability and commitment such that the probability of failure to achieve is moderate. |
| 2 | POOR The IRB Plan demonstrates that some of Canada's IRB objectives (Section 3) will be met. Demonstrates a limited depth of knowledge, capability and commitment such that the probability of failure to achieve is significant. |
| 1 | VERY WEAK The IRB Plan does not demonstrate that any of Canada's IRB objectives (Section 3) and Section 4) will be met. Demonstrates an inadequate depth of knowledge, capability and commitment such that the probability of failure to achieve is likely. |
| 0 | UNACCEPTABLE ProvNo information provided, or the IRB Plan does not address the objectives in a suitable and documented manner. |
8.3.2.6.4. The Quality and Risk scores for each plan will be multiplied together and the sum calculated to determine the final IRB Plans evaluation score for each proposal;
8.3.2.6.5. The minimum acceptable final IRB Proposal Plans evaluation score is thirty six (36) points for each IRB proposal. The Bidder must achieve or exceed the minimum final IRB Proposal Plans evaluation score. The maximum score is one hundred (100) points.
| Plan | Quality Score (1) | Risk Score (2) | Plan Score (3) (3) = (1) * (2) |
|---|---|---|---|
| IRB Company Business Plan | 4 | 3 | 12 |
| IRB Management Plan | 3 | 3 | 9 |
| Regional Development Plan | 4 | 4 | 16 |
| Small and Medium Business Development Plan | 4 | 2 | 8 |
| Total Score (sum of Plan scores) | 45 | ||
8.3.3. IRB Transactions
8.3.3.1. Detailed IRB Transactions. Proposed IRB Transactions will be evaluated to determine the degree to which they meet the IRB objectives detailed in the "Canada's Industrial and Regional Benefits Objectives" section of this RFP.
8.3.3.2. Bidders should note that the second tranche of IRB Transactions submitted by the winning bidder one year following contract award, although not a part of this evaluation, will be assessed using the same methodology as described below.
8.3.3.3. The IRB Transactions will be evaluated to ensure the eligibility criteria are met for Canadian Content Value (CCV), Causality, Incrementally, Timing, and Eligible Party described in the attached IRB Model Contract. These criteria affect both qualitative and quantitative assessments.
8.3.3.4. If a proposed IRB Transaction does not fulfil the Eligibility Criteria requirements, then the specific proposed transaction will be found unacceptable, will be rejected and rated as zero (0) within the determination of overall bid acceptability.
8.3.3.5. The objective of the IRB Transactions evaluation is to determine the economic benefit to Canada of the transactions. The IRB Transactions proposed by the Bidder, therefore, will be evaluated from a quantitative, qualitative and risk perspective.
8.3.3.6. Eligible proposed IRB Transactions will be evaluated, by type (Direct or Indirect as defined in the attached Model Contract), for Canadian Content Value, quality, and risk.
8.3.3.7. Each IRB Transaction will be evaluated using the following:
8.3.3.7.1. Each proposed IRB Transaction will be evaluated to determine the Canadian Content Value (CCV) expressed in millions of Canadian dollars as defined in Article/Annex X of the attached IRB Model Contract;
8.3.3.7.2. Each proposed IRB Transaction will be given a score for "Quality" and a score for "Risk";
8.3.3.7.3. Quality will be rated for each proposed IRB Transaction on a scale of zero (0) to five (5), using the Word Pictures in Table 8-3 (IRB Transaction Quality Word Pictures);
| Value | |
|---|---|
| 5 | EXCELLENT Fully achieves all of Canada's IRB Objectives (Section 3) for this Project and involves an equivalent or greater level of technology. |
| 4 | GOOD Reasonably achieves all of Canada's IRB Objectives (Section 3) for this Project and involves work at similar technology levels. |
| 3 | AVERAGE Achieves most of Canada's IRB Objectives (Section 3) for this Project and involves some work with equivalent technology levels. |
| 2 | POOR Meets some of Canada's IRB Objectives (Section 3) for this Project and involves little work with equivalent technology levels. |
| 1 | VERY WEAK Meets few of Canada's IRB Objectives (Section 3) for this Project and involves no work with similar technology levels. |
| 0 | UNACCEPTABLE Fails to develop industrial capability to any level that complies with Canada's IRB objectives (Section 3) |
8.3.3.7.4. Risk will be rated for each proposed IRB Transaction on a scale of zero (0) to five (5), using the Word Pictures in Table 8-4 (IRB Transaction Risk Word Pictures);
| Risk Value | |
|---|---|
| 5 | EXCELLENT The IRB Transaction is fully described (Section 6) and very clearly demonstrates that all of Canada's IRB Objectives (Section 3) will be fully met. Demonstrates a comprehensive depth of knowledge, capability and commitment such that the probability of failure to achieve is extremely low. |
| 4 | GOOD The IRB Transaction is well described (Section 6) and clearly demonstrates that all of Canada's IRB Objectives (Section 3) will be fully met. Demonstrates a considerable depth of knowledge, capability and commitment such that the probability of failure to achieve is low. |
| 3 | AVERAGE The IRB Transaction is adequately described (Section 6) and demonstrates that Canada's IRB Objectives (Section 3) will be met. Demonstrates an adequate depth of knowledge, capability and commitment such that the probability of failure to achieve is moderate. |
| 2 | POOR The IRB Transaction is not well described (Section 6) and does not demonstrate that Canada's IRB Objectives (Section 3) will be met. Demonstrates a limited depth of knowledge, capability and commitment such that the probability of failure to achieve is significant. |
| 1 | VERY WEAK The IRB Transaction is very poorly described (Section 6) and does not address Canada's IRB Objectives (Section 3) in any significant manner. Demonstrates an inadequate depth of knowledge, capability and commitment such that the probability of failure to achieve is likely. |
| 0 | UNACCEPTABLE No information provided, or the IRB Plan does not address Canada's IRB Objectives (Section 3) in a suitable and documented manner. |
8.3.3.7.5. The score for each individual proposed IRB Transaction will be determined by multiplying the applicable & CCV (in millions of Canadian dollars) times the Quality score times the Risk score for each proposed IRB Transaction;
8.3.3.7.6. For the Bidder's IRB proposal, the scores for all eligible proposed IRB Transactions will be totalled, divided by the total IRB Commitment and multiplied by one hundred (100) to obtain the final IRB Transaction evaluation score;
8.3.3.7.7. For the first tranche of IRB Transactions due at bid closing, the minimum acceptable IRB Transaction evaluation score is two hundred seventy (270) points.
8.3.3.7.8. For the second tranche of IRB Transactions due one year after contract award, the point score for these Transactions will be combined with the point score from the first tranche, and taken together, the minimum acceptable IRB Transaction assessment score is five hundred forty (540).
8.3.3.7.9. For the third tranche of remaining IRB Transactions due X years after contract award, these will not be formally evaluated or scored, but reviewed by the IRB Authority, in consultation with the Regional Development Agencies.
| IRB Transaction # | CCV $ (1) |
Quality factor (2) |
Risk factor (3) |
IRB Trans. Score (4)=(1)x(2)x(3) |
|---|---|---|---|---|
| 001 | $20M | 3 | 2 | 120 |
| 002 | $15M | 5 | 3 | 225 |
| 003 | $45M | 4 | 5 | 900 |
| Grand Total (sum of (4) | 1,245 | |||
IRB Transaction rating = (Grand total/IRB Commitment value)*100 = ______________
IRB Transaction rating = (1,245/250)*100 = 498 points (minimum required: 270)
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