Request for Proposal
Table of Contents
- Introduction
- General Instructions
- Canada's Industrial and Regional Benefits Objectives
- IRB Transactions
- IRB Mandatory Requirements
- Statement of IRB Work
- Banking
- IRB Evaluation Plan
- Version Control
1.1. It is the intent of the Canadian Government, (referred to herein as "Canada") that this project provide Industrial and Regional Benefits (IRB) that will contribute to the continuing viability of Canadian companies' capabilities in high technology manufacturing and services and to improve their ability to compete in both domestic and international markets.
1.2. Canada's objectives recognize the importance of IRB in procurement and therefore they will be a factor to be evaluated in the awarding of the contract.
1.3. Any proposal that does not meet the Mandatory IRB Requirements found in Section 5 of this document will be declared non-compliant.
1.4. It is the responsibility of the Industry Canada IRB Authority, in cooperation with the Atlantic Canada Opportunities Agency (ACOA), the Department of Western Economic Diversification (WD), and the Department of Canadian Economic Development - Quebec (CED-Q), to ensure that IRB Commitments are included in any procurement contract entered into as a result of this RFP.
2.1. In responding to the IRB requirements of this Request for Proposal (RFP), the Bidder is advised to prepare its IRB proposal and individual Transactions, using the IRB Terms and Conditions of the RFP.
2.2. Definitions and contractual provisions related to the IRB Policy are found in Article X (Industrial and Regional Benefits Model Contract for X).
2.3. The Bidder must prepare and submit an IRB proposal. The proposal must be fully responsive to the requirements stated in this RFP.
2.4. The Bidder must identify all IRB Transactions (including unallocated) that comprise the dollar value of their total IRB Commitment. The portion of identified IRB transactions must be fully described.
2.5. The IRB proposal should be submitted in a separate self-contained volumes. For ease of evaluation, any material contained in another section but relevant to an IRB proposal should be repeated in the latter proposal.
2.6. Six (6) hard copies and one electronic copy of each IRB proposal are required.
2.7. The IRB commitments associated with each technical option included in the bid package must be clearly and separately identified. It must be clear to the IRB Evaluation Team what additional IRB are being offered, if the Crown were to consider the various options addressed in the RFP.
3.1. The Bidder's IRB submission should clearly indicate how the business activities associated with its IRB Proposal will be achieved if it wins this contract. The optimum IRB Proposal will result in the creation and exploitation of capabilities, knowledge, technologies and markets of lasting benefits to Canadian industry.
3.2. Proposed IRB activities with a Canadian company should result in the enhancement of Canadian capability to undertake other work of a similar nature, including gaining access to export markets. It should make a positive contribution to the continuing viability, growth and development of the Canadian recipient of the IRB and its subcontractors.
3.3. The regional development objectives of Canada are to encourage long term quality improvements to the capability, capacity, international competitiveness and growth potential of Canadian firms in those regions where Canada has established specific initiatives to promote economic growth and diversification through procurement. These Designated regions include Atlantic (Newfoundland & Labrador, New Brunswick, Nova Scotia and Prince Edward Island), Quebec, Northern Ontario and the West (British Columbia, Alberta, Saskatchewan and Manitoba). IRB Transactions proposed by the Bidder in support of Regional Development will be assessed on this Project.
3.4. It is the objective of Canada to encourage the participation of Canadian small and medium businesses as suppliers on major federal procurements and to increase their export market access. IRB Transactions proposed to be undertaken by the Bidder in support of small and medium business supplier development and subcontracting will be assessed on this project.
3.5. Canadian industry should receive, when possible, the maximum high quality, low risk, Direct Benefits associated with the delivery of the Work contained in the Statement of Work in this RFP.
3.6. In addition, Canadian industry should receive high quality, low risk, Indirect Benefits, generally of the same level of technology or higher as the Direct Benefits;
3.7. Canadian industry in all Regions of Canada are expected to benefit from the (INSERT NAME OF PROJECT); and
3.8. Canadian Small and Medium Business is expected to benefit from the (INSERT NAME OF PROJECT).
4.1. The business activities proposed in support of the objectives outlined above must be in the form of specific IRB Transactions. An IRB Transaction is a work package, which will become a contractual obligation of the Contractor. There are two types of IRB Transactions: Direct IRB Transactions and Indirect IRB Transactions. Eligible areas of involvement include, but are not limited to, hardware and software, project management, systems design, engineering and integration, programming and independent validation and verification, installation engineering and site installation
4.1.1. Direct IRB Transactions
4.1.1.1. Direct IRB Transactions are those achieved through the provision of the goods and services required to deliver the (Insert Project Name) or achieved through the provision of goods and/or services on approved Global Value Chain (GVC) platforms.
4.1.1.2. Canadian resources should be utilized to the maximum extent possible to develop, produce, integrate and deliver the (Insert Project Name).
4.1.1.3. An eligible Global Value Chain (GVC) platform must be similar to the platform being proposed for (Insert Project Name), have a market potential (measured by market size and longevity) equal to or greater than the platform proposed for (insert Project Name), and one that offers significant opportunities for technological advancement, growth in the level of system integration, small and medium-sized business (SME) participation, and have large-scale and sustainable acquisition and/or sustainment opportunities. Bidders must clearly describe in their IRB proposals how their proposed GVC platform meets each of these criteria.
4.1.1.3.1. Activities associated with GVC platforms include, but are not limited to, pre-commercialization activities (e.g. collaborative technology development and demonstration projects), production activities (e.g. definition, design, and manufacturing) and In-Service Support (ISS) activities.
4.1.2. Indirect IRB Transactions
4.1.2.1. Indirect IRB Transactions are those achieved through business activities or IRB Transactions not related to the (Insert Project Name) generated by the Contractor or other Eligible Parties.
4.1.2.2. These Indirect Transactions proposed by the Contractor should comprise advanced technology products or skills transfers or services comparable or higher in nature and level of complexity to the Direct Work involved in the (Insert Project Name) that will result in long-term export sales or import replacement by, and lasting benefit to Canadian companies.
4.1.3. Any business activity proposed as an IRB Transaction in support of Canada's IRB objectives will only be considered, if it meets the Eligibility Criteria provided in the IRB Model Contract. These criteria will be used in evaluating the proposal submitted in response to this RFP and will form the basis for any ensuing Contract. The IRB Authority reserves the right to seek validation of the Eligibility Criteria for any or all proposed IRB Transactions within one year of Contract award. Should any IRB Transactions be found to not meet the Eligibility Criteria, the Transaction will be not be eligible for IRB credit and a substitute Transaction will be sought from the Contractor.
5.1. There are seven mandatory requirements that the Bidder must meet. The omission of any part of the following seven requirements will result in the IRB proposal being declared non-compliant such that the Bidder's complete bid package will not be evaluated:
5.1.1. Requirement One: The Bidder's IRB proposal must equal a minimum of 100 percent of the bid price, measured in Canadian Content Value (CCV), to be achieved within the period beginning XXXX and ending XX years after the Effective Date of Contract. For the winning bidder, the amount proposed will become the IRB Commitment Value which must be achieved under the pursuant contract. The Bidder must also match the bid price of any contract options with an equal amount of IRB, measured in CCV.
5.1.2. Requirement Two: 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 percent of the bid price, measured in CCV. The bidder must also commit to identifying, one (1) 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 percent 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 percent of the contract value, measured in CCV.
5.1.3. Requirement Three: The Bidder must commit to a minimum of Direct IRB transactions equal to XX percent of the bid price, measured in CCV.
5.1.4. Requirement Four: The Bidder must accept and agree to the terms associated with a failure to meet IRB obligations (Liquidated Damages of 10 percent and/or holdbacks).
5.1.5. Requirement Five: In the evaluation of the IRB Proposal, it must achieve a minimum of 36 points for the IRB Plans and 270 points for the IRB Transactions.
5.1.6. Requirement Six: The Bidder must accept the IRB Terms and Conditions of the IRB Model Contract.
5.1.7. Requirement Seven: The Bidder's IRB Proposal must contain the following components:
5.1.7.1. Executive Summary of IRB Commitment
5.1.7.2. Company Business Plan
5.1.7.3. IRB Management Plan
5.1.7.4. Regional Development Plan
5.1.7.5. Small and Medium Business Development Plan
5.1.7.6. Detailed IRB Transaction Sheets
5.1.7.7. Completed IRB Mandatory Requirements Compliancy Checklist
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:
| 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. | ||
7.1 Bidders may apply Banked IRB transactions as part of their proposal. These transactions will be evaluated using the same methodology described in section 8.0, IRB Evaluation Plan.
7.2 The Bidder must provide a signed letter of acceptance from Industry Canada indicating that the banking Transaction is valid.
7.3 The entire Canadian Content Value of a Banked IRB Transaction, not portions thereof, must be applied to a single IRB Transaction proposed under the contract. Each transaction must clearly state that it is a Banked IRB Transaction. The Banked IRB Transaction must contain the exact information as submitted to the IRB Bank.
7.4 If the IRB Transaction Sheet is not clearly marked or the banked transaction is different then the transaction in the IRB bank, the proposed IRB Transaction may be rejected.
7.5 If a Banked IRB Transaction is used as part of a Bidder’s proposal, the Evaluation Committee will consider the transaction as approved for meeting the IRB Eligibility criteria. However, the Transaction will be evaluated on a quality and risk score as stated in section 8.0, IRB Evaluation.
7.6 As a part of this proposal, Bidders may submit Banked IRB Transactions with a cumulative value up to a maximum of 15 percent of the bidding price. Any value above this threshold will not be evaluated.
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)
Clauses that have changed from Version 1.0 to Version 2.0
- 2.4 (minor clarification regarding transaction descriptions)
- 2.6 (minor clarification regarding electronic copies of IRB proposals)
- 3.4 (minor correction regarding small and medium business)
- 3.6 (minor correction regarding indirects)
- 3.8 (minor correction regarding small and medium business)
- 4.1.1.3 (additional language regarding GVC)
- 5.1 (minor correction regarding number of mandatories)
- 5.1.4 (new clause regarding small and medium business)
- 5.1.8.4 (minor correction regarding small and medium business)
- 5.1.8.6 (clarification regarding compliancy checklist)
- 6.0 (minor correction regarding clause numbering)
- 6.1.2 (minor correction regarding small and medium business)
- 6.3.2.3 (new clause regarding GVC)
- 6.6.1.5 (deleted reference to key technology)
- 6.6.2 (clarification regarding unallocated transaction sheets)
- 6.7 (clarifications regarding compliancy checklist)
- 7.2 (new clause regarding banking)
- 7.3 (new clause regarding banking)
- 8.2 (minor correction or title)
- 8.3.1 (minor correction regarding clause numbering)
- 8.3.3.7.8 (minor correction regarding tranche 2 transactions)
- Example at 8.3.3.7.9 (new values used)
- Date modified:
