Solution-based supply arrangement under the task and solutions professional services methods of supply

In this section

• 1. Supply arrangement
• 2. Security Requirement
• 3. Standard clauses and conditions
• 4. Term of the supply arrangement
• 5. Authorities
• 6. Federal department users
• 7. Priority of documents
• 8. Certifications
• 9. Applicable laws
• 10. Suspension or cancellation of qualification by Canada
• 11. Indigenous business certification (if applicable)
• 12. Comprehensive Land Claims Agreements
• 13. Environmental considerations
• 14. Insurance requirement
• 15. Travel and living
• 16. Regions and metropolitan areas
• 17. Transition to an e-procurement solution
• 18. Proactive disclosure of contracts with former public servants

1. Supply arrangement

The solution-based professional services supply arrangement (SA) is the mandatory method of supply for the provision of solution-based, non-informatics professional services. It covers 5 core areas of expertise that are commonly and nationally used:

• Human resources services
• Business consulting/change management services
• Project management services
• Real property project management services
• Technical, engineering and maintenance services (TEMS)

A 'solution-based' professional services requirement is non IT based and not related to one or more specific tasks; they are services provided in response to situations where Federal Department Users are unable to resolve a business problem and require a solution from a supplier as to how to resolve this business problem from start to finish. The supplier would come forward with a methodology, an approach or an already established solution as well as the requisite expertise to enable the supplier to leverage the value of its methodology and/or approach to deliver the solution. The supplier would be expected to determine the team composition and provide a complete solution to this business problem, manage the overall solution and accept responsibility for the outcome. Each solution must have the following:

1. Initiation phase: Demonstrates the steps taken in order to begin the process of developing the solution
2. Planning phase: Identifies the process and methodology used to organize the solution objectives and develop a strategy to achieve the objectives
3. Execution phase: Outlines the steps that were used for implementation and the resulting deliverables or outcome of the solution

These services are meant to produce a self-standing outcome-driven result. Such result does not require any further work and could be used as a reference for future requirements, phases or projects. These services are Non IT based and, in certain situations can include essential goods, whereby a Supplier delivers a solution to a requirement, phase or project, manages the overall requirement, phase or project and accepts responsibility/risk for the outcome. Methodologies and processes may be required to manage the project (including Project Management, Contract Management, Quality Management, Risk Management and Solution Development or any other established and recognized methodologies) and may include various business models, innovation or strategies.

The supplier will:

• determine the team composition
• manage their team to deliver the outcome requested
• assume delivery accountability and risk for the work performed
• be accountable for achieving defined milestones with associated outcomes

The SA encompasses only those services described under the Streams that are listed within Annex A: Task and solutions professional services solution-based streams. Those services are further identified in the case of each specific SA holder in Annex C—Qualified Streams at issuance of the SA.

In addition to the Clauses and Conditions enumerated in Section 3 below, contracts resulting from this SA can, at the discretion of the Federal Department User (client), incorporate options to extend the contract (within the scope of the applicable Tier) & Limitations of Expenditure & Liability.

2. Security requirement

There is no security requirement applicable to the resulting Supply Arrangement. Contracts issued under a SA resulting from this RFSA solicitation are subject to the requirements in the Security Requirement Check Lists (SRCLs) identified in each individual Request for Proposal issued by Clients. Standardized SRCLs are accessible through the Centralized Professional Services System (CPSS) web site as Common Security Requirement Checklists, but other SRCLs may be used. Each Request for Proposal will identify the SRCL that will apply to any resulting contract.

3. Standard clauses and conditions

All clauses and conditions identified in the SA and resulting contract(s) by number, date and title are set out in the Standard Acquisition Clauses and Conditions Manual issued by PSPC: Archived—Standard Acquisition Clauses and Conditions Manual

2020 (2022-12-01) General Conditions—Supply Arrangement—Goods or Services, Archived—Standard Acquisition Clauses and Conditions Manual, apply to and form part of the SA.

4. Period of the Supply Arrangement

The period of the Supply Arrangement is valid from date of issuance until July 4, 2028. or, until such time as Canada chooses to re-compete the Supply Arrangement, no longer deems the Supply Arrangements necessary, or proceeds with a different procurement vehicle.

The Contractor grants to Canada the irrevocable option to extend the term of the Supply Arrangement by up to a 5 additional year period under the same conditions.

The option may only be exercised by the Contracting Authority, and will be evidenced for administrative purposes only, through a Supply Arrangement amendment.

Canada may, by notice in writing to all SA suppliers and by posting on the CanadaBuys website cancel this SA or its Stream(s) by giving all SA suppliers at least 30 calendar days’ notice of the cancellation.

5. Authorities

6. Federal department users /Clients/Identified Users

Subject to signing a master level user agreement, the federal department users (also known as an ‘identified user’ or ‘client’) include any government department, agency or Crown Corporation listed in Schedules I, I.1, II, III, IV and V of the Financial Administration Act, R.S., 1985, c. F-11 and any other party for which PSPC has been authorized to act from time to time under section 16 of the Department of Public Works and Government Services Act.

Canada may, at any time, withdraw authority from any of the federal department users to use the SA.

7. Priority of documents

If there is a discrepancy between the wording of any documents that appear on the list, the wording of the document that first appears on the list has priority over the wording of any document that subsequently appears on the list.

1. the articles of the Supply Arrangement
2. the general conditions 2020 (2022-12-01), General Conditions—Supply Arrangement—Goods or Services
3. Annex A—Streams
4. Annex B—Insurance Requirements
5. Annex C—Qualified Streams, and
6. Annex D—TSPS Generic Security Requirements Checklists (SCRLs)
7. the Bidder’s bid received in response to this Request for Supply Arrangement

8. Certifications

Compliance with the certifications provided by the supplier in the arrangement is a condition of the SA and subject to verification by Canada during the term of the SA and of any resulting contract that would continue beyond the period of the SA. If the supplier does not comply with any certification or it is determined that any certification made by the supplier in the arrangement is untrue, whether made knowingly or unknowingly, Canada retains the right to terminate any resulting contract for default and suspend or cancel the SA.

9. Applicable laws

The Supply Arrangement (SA) must be interpreted and governed, and the relations between the parties determined, by the laws in force in Ontario. However, suppliers may, at their discretion, substitute the applicable laws of a Canadian province or territory of their choice without affecting the validity of the bid, by selecting an alternate Canadian province or territory in their electronic submission via CPSS under the "Company Information" section. The substitution will take effect at the beginning of every new refresh period. If no change is made, this acknowledges that the applicable laws specified are acceptable to the Bidder.

10. Suspension or cancellation of qualifications by Canada

In addition to the circumstances identified in article 09 of the General conditions 2020, Canada may, by sending written notice to the supplier, suspend or cancel the SA where the Supplier has made public any information that conflicts with the terms, conditions, pricing or availability of systems identified in this SA, or where the supplier is in default in carrying out any of its obligations under this SA, including any violations of the Code of Conduct for Procurement.

If an identified user (also known as a client department) notifies the supply arrangement authority that they have terminated a contract for default with a pre-qualified supplier, under General conditions—Supply arrangement—Goods or services 2020 09 1(b), the supply arrangement authority may do the following:

1. First offense: provide a written warning to the pre-qualified supplier, outlining the repercussions should this happen again
2. Second offense: suspend the supply arrangement of the pre-qualified supplier for a period of 3 months upon written notification to the pre-qualified supplier. The written notification will indicate the date on which the suspension will be complete
3. Third offense: suspend the supply arrangement of the pre-qualified supplier for a period of 6 months upon written notification to the pre-qualified supplier. The written notification will indicate the date on which the suspension will be complete, and in the case of multiple suspensions, confirm the number of suspensions the pre-qualified supplier has already received

Once each suspension is over, the pre-qualified supplier will be advised in writing that their SA will be re-activated.

If a pre-qualified supplier has had their SA suspended 3 times and commits a fourth offense, Canada will terminate the SA with the pre-qualified supplier who now becomes a former pre-qualified supplier. The former pre-qualified supplier must then wait 1 year before they may apply to pre-qualify under the supply arrangement. For the purpose of re-qualification, they are considered to be a ‘new bidder’. As a ‘new bidder’, the former pre-qualified supplier must substantiate that they meet all the mandatory criteria outlined in the request for supply arrangement (RFSA) documentation.

11. Indigenous business certification (if applicable)

11.1 Where an indigenous business certification has been provided, the supplier warrants that its certification of compliance is accurate and complete and in accordance with the "Requirements for the set-aside program for Indigenous business" detailed in Annex 9.4 of the supply manual.

11.2 If such a certification has been provided, the supplier must keep proper records and documentation relating to the accuracy of the certification provided to Canada. The contractor must obtain the written consent of the contracting authority before disposing of any such records or documentation before the expiration of 6 years after final payment under the contract, or until settlement of all outstanding claims and disputes, under the contract, whichever is later. All such records and documentation must at all times during the retention period be open to audit by the representatives of Canada, who may make copies and take extracts. The supplier must provide all reasonably required facilities for any audits.

11.3 Nothing in this clause must be interpreted as limiting the rights and remedies which Canada may otherwise have pursuant to the contract.

12. Comprehensive Land Claims Agreements

The supply arrangement (SA) is for the delivery of the requirement detailed in the SA to the identified users across Canada, excluding locations within Yukon, Northwest Territories, Nunavut, Quebec, and Labrador that are subject to Comprehensive Land Claims Agreements (CLCAs).

Any requirement for deliveries to locations within CLCAs areas within Yukon, Northwest Territories, Nunavut, Quebec, or Labrador will have to be treated as a separate procurement, outside of the supply arrangement.

13. Environmental considerations

As part of Canada's policy directing federal departments and agencies to take the necessary steps to acquire products and services that have a lower impact on the environment than those traditionally acquired, suppliers should:

a. Regarding paper consumption:

• provide and transmit draft reports, final reports, other documents and arrangements in electronic format. Should printed material be required, double sided printing in black and white format is the default unless otherwise specified by the federal department user
• printed material is requested on minimum recycled content of 30% and/or certified as originating from a sustainably managed forest
• recycle unneeded printed documents (in accordance with security requirements)

b. Regarding travel requirements:

• the supplier is encouraged to use video and/or teleconferencing where possible to cut down unnecessary travel
• use of properties with environmental ratings: contractors to the government of Canada may access the PSPC Accommodation directory, which includes eco-rated properties. When searching for accommodation, search for properties with environmental ratings, identified by green keys or green leaves that will honour the pricing for contractors
• use of public/green transit where feasible

c. Net zero greenhouse gas (GHG) emissions

Canada is committed to achieving net zero greenhouse gas emissions by 2050 in an effort to position Canada for success in a green economy and to mitigate climate change impacts. As a result, future solicitations may include the following:

1. there may be evaluation criteria or other instructions in the solicitation or contract documents related to measuring and disclosing your company’s GHG emissions
2. you may be requested or required to join one of the following initiatives to submit a bid, offer or arrangement or if you are awarded the contract:
   • Canada’s Net-Zero Challenge
   • the United Nations Race to Zero
   • the Science-based Targets Initiative
   • the Carbon Disclosure Project
   • the International Organization for Standardization
3. you may be required to provide other evidence of your company’s commitment and actions toward meeting net zero targets by 2050

14. Insurance requirements

14.1 Insurance requirements under streams 1, 2 and 3: Tier 1

The supplier is responsible for deciding if insurance coverage is necessary to fulfill its obligation under any contract resulting from this SA, and to ensure compliance with any applicable law. Any insurance acquired or maintained by the supplier is at its own expense and for its own benefit and protection. It does not release the supplier from or reduce its liability under the contract.

14.2 Insurance requirement under streams 4 and 5: Tier 1 and under all streams—Tier 2

The supplier must comply with the insurance requirements specified in Annex C. The supplier must maintain the required insurance requirements for the duration of any contract resulting from this SA. Compliance with the insurance requirements does not release the supplier from or reduce its liability under the contract.

The supplier is responsible for deciding if additional insurance is required, such as but not limited to liability and error insurance, to fulfill its obligation under the contract and to comply with applicable laws. Any additional insurance taken out is the responsibility of the supplier as well as for its own benefit and protection.

The supplier must forward to the contracting authority within 10 working days after the date of award of the contract, a certificate of insurance evidencing the insurance coverage and confirming that the insurance policy complying with the requirements is in force. Coverage must be placed with an insurer licensed to carry out business in Canada. The supplier must, if requested by the contracting authority, forward to Canada a certified true copy of all applicable insurance policies.

15. Travel and living

The travel and living expenses are calculated differently between the regions and metropolitan areas and this may affect the total cost of a professional services contract as a result of a bid solicitation under the SA. Accordingly, if any contract resulting from a solicitation under this SA permits payment to a contractor in its basis of payment for travel and living expenses, such expense will only be reimbursed in accordance with the information provided: Supply arrangement travel and living information.

16. Regions and metropolitan areas

Definitions of the remote/virtual access, regions and metropolitan are incorporated by reference into this SA. For the purposes of this SA, the remote/virtual access is to be considered as another region.

The following regions and metropolitan areas may receive professional services under this SA where a supplier is qualified to do so:

Regions: Metropolitan areas

• National Capital: National Capital Region
• Atlantic:
  • Halifax
  • Moncton
• Quebec:
  • Montreal
  • Québec City
• Ontario: Toronto
• Western:
  • Calgary
  • Edmonton
  • Saskatoon
  • Winnipeg
• Pacific:
  • Vancouver
  • Victoria
• Remote/virtual access:
  • this is a separate region and does not include any of the other regions or metropolitan areas
  • it is a region that is used when a client has no preference in terms of where the work is performed

17. Transition to an e-procurement solution

PSPC is now using an e-procurement solution (EPS). TSPS has transitioned to this system and will now use it to award and amend SAs. It is mandatory that potential bidders and existing suppliers register for an ARIBA account at the following link: How to register your business.

Please note that the Centralized Professional Services System (CPSS) will remain active for bidders to submit their bid, suppliers to manage their account as well as access the reporting function.

If the Supplier chooses not to fully register with a validated ‘Business Number,’ the Supply Arrangement may be set aside by Canada.

18. Proactive disclosure of contracts with former public servants

By providing information on its status, with respect to being a former public servant in receipt of a Public Service Superannuation Act pension, the contractor has agreed that this information will be reported on departmental websites as part of the published proactive disclosure reports, in accordance with the Contracting Policy Notice: 2019-01: Changes to Contracting Limits and Approval of Contracts with Former Public Servants, and New Requirements for Accessibility of the Treasury Board Secretariat of Canada.

In this section

• 1. Bid solicitation documents
• 2. Bid solicitation process

1. Bid solicitation documents

Federal department users will use the high complexity (HC) bid solicitation template based on the estimated dollar value and complexity of the requirements. The HC template is available in the Standard Acquisition Clauses and Conditions Manual. A model request for proposal (RFP) and resulting contract clauses for use for federal government users is also available for the clients to use.

The bid solicitation will contain as a minimum the following:

1. security requirements
2. a complete description of the work to be performed
3. 2003 Standard instruction—Goods or services—Competitive requirements or 2004 Standard instructions—Goods or services—Non-competitive requirements
4. bid preparation instructions
5. instructions for the submission of bids (address for submission of bids, bid closing date and time)
6. evaluation procedures and basis of selection
7. financial capability (if applicable)
8. certifications
9. resulting contract clauses

2. Bid solicitation process

In this section

• 1. General conditions: Higher complexity—Services
• 2. Professional services
• 3. Reorganization of client
• 4. No responsibility to pay for work not performed due to closure of government offices
• 5. Time verification
• 6. Joint venture contractor
• 7. Dispute resolution
• 8. Proactive disclosure of contracts with former public servants (if applicable)

All clauses and conditions identified by number, date and title are set out in the Standard Acquisition Clauses and Conditions Manual issued by Public Works and Government Services Canada (PWGSC).

A model request for proposal and resulting contract clauses document is available for use for federal department users of the task and solutions professional services (TSPS) supply arrangement (SA). Individual resulting contract clauses may be modified to suit individual client requirements, however the conditions of any contract awarded under the TSPS solution-based SA will be in accordance with the following:

1. General conditions: Higher complexity—Services

The conditions of any contract awarded under this SA will be in accordance with: 2035 (client inserts date) General conditions—Higher complexity—Services, with the following replacements:

Section 17: Interest on overdue accounts, of 2035 (date inserted by client) General conditions—Higher complexity—Services, will not apply to payments made by credit cards.

Section 30: Termination for convenience, of 2035 (date inserted by client) General conditions—Higher complexity—Services, subsection 04 is deleted and replaced with the following subsections 04, 05 and 06:

04. The total of the amounts, to which the contractor is entitled to be paid under this section, together with any amounts paid, due or becoming due to the contractor must not exceed the contract price.

05. Where the contracting authority terminates the entire contract and the articles of agreement include a minimum work guarantee, the total amount to be paid to the contractor under the contract will not exceed the greater of:

1. The total amount the contractor may be paid under this section, together with any amounts paid, becoming due other than payable under the minimum revenue guarantee, or due to the contractor as of the date of termination, or
2. The amount payable under the minimum work guarantee, less any amounts paid, due or otherwise becoming due to the contractor as of the date of termination.

06. The contractor will have no claim for damages, compensation, loss of profit, allowance arising out of any termination notice given by Canada under this section except to the extent that this section expressly provides. The contractor agrees to repay immediately to Canada the portion of any advance payment that is unliquidated at the date of the termination.

2. Professional services

1. The contractor must provide professional services on request as specified in this contract. All resources provided by the contractor must meet the qualifications described in the contract (including those relating to previous experience, professional designation, education, language proficiency and security clearance) and must be competent to provide the required services by any delivery dates described in the contract
2. If the contractor fails to deliver any deliverable described in the contract on time, in addition to any other rights or remedies available to Canada under the contract or the law, Canada may notify the contractor of the deficiency, in which case the contractor must submit a written plan to the technical authority within ten working days detailing the actions that the contractor will undertake to remedy the deficiency. The contractor must prepare and implement the plan at its own expense

3. Reorganization of client

The contractor’s obligation to perform the work will not be affected by (and no additional fees will be payable as a result of) the renaming, reorganization, reconfiguration, or restructuring of any client. The reorganization, reconfiguration and restructuring of the client includes the privatization of the client, its merger with another entity, or its dissolution, where that dissolution is followed by the creation of another entity or entities with mandates similar to the original client. In connection with any form of reorganization, Canada may designate another department or government body as the contracting authority or technical authority, as required to reflect the new roles and responsibilities associated with the reorganization.

4. No responsibility to pay for work not performed due to closure of government offices

1. Where the contractor, its employees, subcontractors, or agents are providing services on government premises under the contract and those premises are inaccessible because of the evacuation or closure of government offices, and as a result no work is performed, Canada is not responsible for paying the contractor for work that otherwise would have been performed if there had been no evacuation or closure
2. If, as a result of any strike or lock-out, the contractor or its employees, subcontractors or agents cannot obtain access to government premises and, as a result, no work is performed, Canada is not responsible for paying the contractor for work that otherwise would have been performed if the contractor had been able to gain access to the premises

5. Time verification

Time charged and the accuracy of the contractor’s time recording system are subject to verification by Canada, before or after payment is made to the contractor. If verification is done after payment, the contractor must repay any overpayment, at Canada’s request.

6. Joint venture contractor

The contractor confirms that the name of the joint venture is and that it is comprised of the following members: (list all the joint venture members named in the contractor’s bid).

With respect to the relationship among the members of the joint venture contractor, each member agree, represents and warrants (as applicable) that:

1. has been appointed as the “representative member” of the joint venture contractor and has full authority to act as agent for each member regarding all matters relating to the contract
2. By giving notice to the representative member, Canada will be considered to have given notice to all the members of the joint venture contractor
3. All payments made by Canada to the representative member will act as a release by all the members

All the members agree that Canada may terminate the contract at its discretion if there is a dispute among the members that, in Canada’s opinion, affects the performance of the work in any way.

All the members are jointly and severally or solitarily liable for the performance of the entire contract.

The contractor acknowledges that any change in the membership of the joint venture (that is, a change in the number of members or the substitution of another legal entity for an existing member) constitutes an assignment and is subject of the assignment provisions of the general conditions.

7. Dispute resolution

1. The parties agree to maintain open and honest communication about the work throughout and after the performance of the contract
2. The parties agree to consult and co-operate with each other in the furtherance of the contract and promptly notify the other party or parties and attempt to resolve problems or differences that may arise
3. If the parties cannot resolve a dispute through consultation and cooperation, the parties agree to consult a neutral third party offering alternative dispute resolutions services to attempt to address the dispute
4. Options of alternative dispute resolution services can be found on buyandsell.gc.ca under the heading Dispute resolution

8. Proactive disclosure of contracts with former public servants (if applicable)

By providing information on its status, with respect to being a former public servant in receipt of a Public Service Superannuation Act (PSSA) pension, the c ontractor has agreed that this information will be reported on departmental websites as part of the published proactive disclosure reports, in accordance with Contracting Policy Notice: 2019-01: Changes to Contracting Limits and Approval of Contracts with Former Public Servants, and New Requirements for Accessibility of the Treasury Board Secretariat of Canada.

In this section

• Stream 1: Human resources services
• Stream 2: Business consulting/change management services
• Stream 3: Project management services
• Stream 4: Real property project management services
• Stream 5: Technical, engineering and maintenance services

Stream 1: Human resources services

The required services may include, but are not limited to the following:

Human Resources (HR) Programs, Policy, activities and Services can include: human resource planning, recruitment, collective bargaining, training and development, organizational design and classification, pay and benefit administration, staffing and resourcing, performance management, official languages, employment equity and employee assistance programs.

• Providing operational HR services
• Developing resourcing strategies linked to HR Plans, job marketing strategy and tools
• Assisting in redress process, appeals, grievances etc
• Providing advice on and/or performing analysis of the HR strategic direction and assisting in the development of HR options, aligning and integrating the HR plans with the strategic direction of the organization's business plan
• Participating in the development of potential HR models and assisting in the implementation of HR requirements and a transition plan to meet HR needs
• Developing, implementing and providing advice on policies, programs and procedures regarding human resource services and programs
• Planning Human Resources in areas such as organizational development, organizational planning and design, human resources utilization, job analysis, performance planning, auditing and evaluating and forecasting
• Providing advice on and/or participating in the establishment of processes and HR systems support for human resources programs, services and activities
• Providing advice on and/or participating in the development of new programs for employees to retain career mobility
• Identifying policy needs/concerns and performing comparative analysis of policies as well as developing policies, procedures, guidelines and Strategies
• Providing advice on and/or assisting in the development/provisioning of new government programs
• Planning, developing, implementing and evaluating personnel and employee relations strategies including policies, programs and procedures to address an organization's human resource requirements
• Advising managers and employees on the interpretation of compensation and benefit programs and collective agreements
• Researching, preparing and conducting grievance committees and prepare reports
• Conducting research and analysis and preparing recommendations, reports and/or conducting desk audits
• Leading, participating in the conduct of organizational and central agencies monitoring and audit initiatives
• Negotiating collective agreements on behalf of employers or employees, mediate labour disputes and grievances and provide advice on employee and labour relations
• Planning and administering HR programs
• Hiring and overseeing training of staff
• Coordinating employee performance and appraisal programs
• Conducting reviews, developing implementation strategies
• Develop training and information sessions
• Providing mentoring, tutoring and coaching assistance
• Assisting in the development of HR strategies to meet business needs
• Assisting in the development of Integrated Business and Human Resources Plan to meet the needs of the organization
• Developing and monitoring framework, conducting monitoring activities and preparing monitoring reports
• Developing, implementing HR related programs, framework and initiatives
• Evaluating programs and activities and reporting on lessons learned or making recommendations for the future
• Researching or fact finding exercises
• Researching, developing, implementing and tracking service standards, agreements
• Reviewing and proposing various organizational models
• Performing strengths, weaknesses, opportunities, and threats (SWOT) analysis
• Leading organization and classification projects following project management principles
• Developing and/or implementing functional communities organizational models and associated generic work descriptions
• Developing functional charting
• Developing generic work description framework and develop appropriate learning tools for its application
• Analyzing current and end state, developing options and recommending new organizational structures (could include costing)
• Reviewing existing work processes and organizational structures to determine their efficiency and effectiveness, and making recommendations
• Performing job, activities and responsibilities analysis
• Discussing with management in order to clearly define the activities and responsibilities of a specific function and/or organization, and provide options
• Reviewing, evaluating current work descriptions and recommending appropriate changes
• Developing and updating generic and specific work descriptions, and delineating responsibilities within streams of work
• Developing and implementing new classification standards and occupational group structures, as well as providing advice
• Providing advice and performing activities on conversion processes and redress mechanisms in the context of classification reform
• Researching and developing policies, guidelines, procedures and tools
• Researching, preparing relativity, evaluating work descriptions
• Participating in classification grievance committees and classification committees and writing reports
• Researching and preparing classification relativity studies
• Developing and/or providing advice on classification policies, procedures and tools
• Analyzing policies and business functional requirements to identify information, procedures and decision flows, and making recommendations
• Identifying organization for re-design; prototyping potential solutions, providing trade off information and suggesting a recommended course of action
• Identifying the required modifications to the automated processes
• Documenting workflow
• Articulating business requirements
• Providing advice in defining new requirements and opportunities for applying efficient and effective solutions: identifying and providing preliminary costs of potential options
• Provide mentoring, coaching assistance, and/or training
• Developing and delivering training
• Evaluating performance framework, developing performance needs and reporting systems and processes
• Researching, analyzing data and reporting on activities
• Developing and updating performance management systems, process and tools
• Providing advice and/or performing activities related to classification monitoring
• Researching, developing and implementing generic work descriptions approaches
• Reviewing, evaluating, new or revised work descriptions
• Compiling information and preparing reports
• Coordinating and providing advice on Employment Equity (EE), Diversity and Duty To Accommodate (DTA) programs
• Developing a promotion/communications strategy plan
• Developing and implementing positive measures programs for all designated groups as required
• Managing the DTA program by liaising with other Departments/Agencies delivering accommodation services, this includes providing presentations to management and employees; and, identifying, and providing accommodation resources
• Organizing seminars, workshops, etc.
• Publishing promotional and educational articles in departmental and regional newsletters
• Advising HR Systems groups and IT groups on discipline requirements
• Developing pool of diversified members to participate in evaluation and assessment, developing tools to ensure adapted language in work description and selection tools as well as advertisement representative of canadian culture and diversity
• Researching and developing EE and Diversity Action Plans
• Researching and developing EE and Diversity related programs, tools and identifying and implementing related activities
• Conducting System Reviews and making recommendations
• Establishing, coordinating and participating on various EE and Diversity Committees
• Developing policies, guidelines, procedures, programs and tools
• Developing, implementing, coordinating and promoting commemorative events and activities
• Developing terms of references for EE and Diversity Committees
• Directing employee relations function
• Performing internal audits and taking appropriate action to correct any employee relations issues
• Managing dispute resolution procedures
• Conducting reviews and developing implementation strategies
• Training employees in relationship management and communications
• Managing employee-employer relationship, collective agreement
• Conducting investigation, negotiating cases and informal conflict management
• Researching, developing policies, guidelines and procedures in regards to Codes of conducts, values and ethics, conflict of interest, political activity, prevention of harassments, etc.
• Developing employee relations policies, to ensure consistent application of organizational policies and procedures
• Developing occupational safety and health policies, guidelines, procedures and tools
• Conducting consultation activities with the unions
• Coordinating labour management committee meetings (national or local)
• Researching, providing recommendation for the negotiation of collective agreements
• Providing advice on the interpretation of collective agreements
• Developing, assisting in the development of strike contingency plans and strike management guidelines, tools, communication, and training
• Advising and analyzing of pension due to high level of retiree and complexity and scarce resources
• Providing pay and benefits services to the organization's employees and managers
• Payrolling (Compensation, pensions, bonuses, etc.)
• Providing advice and guidance on special initiatives, such as pay equity, classification reform conversion and/or any new collective agreement implementation, in accordance with Federal Public Service Acts, regulations, policies, guidelines, administrative procedures, etc.
• Preparing and studying salary and/or total compensation analysis for determination of employee compensation
• Reviewing and making recommendations or changes to compensation plan or procedures
• Overseeing program for conformance with government and organization regulations and procedures
• Providing assistance in producing and directing the organization's compensation program
• Reviewing benefit programs and providing information about their costs and coverage
• Providing support in implementing benefit programs and procedures
• Providing advice and guidance on benefit plans for the organization
• Developing and/or reviewing work descriptions and assessing appropriate compensation level
• Participating in market salary surveys
• Participating in activities related to advice and analysis of pension due to high level of retiree and complexity and labour scarcity
• Providing advice on the development and implementation strategies related to Human Resources Information Systems (HRIS, HRMIS, PeopleSoft, SAP)
• Examining and verifying employee information processed by automated human resources systems
• Compiling and analyzing statistical information and preparing system reports related to payroll, recruiting, position classification, compensation, training, equal opportunity employment, or affirmative action utilizing HRIS
• Providing assistance with HRIS network maintenance by adding or deleting users and retaining system security
• Troubleshooting user technical problems, consulting HRIS IT resources where necessary and providing training
• Managing programs and maintaining human resources information and related records systems
• Developing HR Reports and template and tools for managers to simplify access and encourage them to use system
• Developing mapping exercise, analysis of needs, implementation
• Analyzing executive/manager leadership skills strengths and weaknesses
• Developing leadership improvement programs
• Designing and facilitating coaching/mentoring sessions
• Establishing and facilitating forums and workshops for managers to share leadership experiences and challenges
• Developing talent management and succession readiness strategies
• Developing target workshops that helps managers become sponsors or agents of change and how to use effective communication as a change tool
• Conducting benchmarking exercises
• Developing key functions concepts for succession planning
• Providing manager with demographic information and assisting in developing strategies to meet HR needs
• Providing advice and guidance on different types of merit criteria/qualifications
• Providing advice on workforce and process pros and cons
• Identifying links with departmental Human Resources / Employment Equity / Business plans
• Providing advice on effectiveness of assessment instruments and assisting in development or choice of proper instruments
• Advising manager of organizational policy
• Assisting manager in appropriate sequencing and application of merit criteria
• Providing advice, guidance, and assistance on review of decision and impact of change, if any
• Creating departmental staffing report(s) including preparation, data gathering, interviews, and monitoring staffing report and various activities
• Performing activities including recourse, appeals, early intervention process, and alternative dispute resolutions for staffing purposes
• Extending job offers and establishing starting salaries
• Developing or assisting in developing strategies and plans (that is staffing or resourcing)
• Developing monitoring framework and implementing and conducting monitoring
• Developing and reviewing appointment sub-delegation instruments, the sub-delegation process and the supporting tools (that is tables, sub-delegation certificates)
• Conducting environmental and statistical reviews
• Reviewing organizational needs and business needs to assist in the identification of the appropriate staffing strategy or plans (including links to other plans such as the Employment Equity and Diversity Plan and the Official Languages Plan)
• Providing advice and recommendations in regards to addressing staffing and recruitment challenges considering organizational strategies and plans
• Developing and implementing recruitment and employment strategies
• Providing advice and recommendations in selecting the choice of appointment process
• Preparing and conducting recruitment and staffing processes on behalf of management. This may include any or any grouping of the following activities:
  • making recommendations on the staffing process type to be undertaken
  • drafting and finalizing the statement of merit criteria
  • developing and preparing the assessment guide, tools and process
  • drafting and finalizing the advertisements
  • coordinating and participating in the assessment of priorities, and the screening and assessments of candidates
  • coordinating and administrating tests, interviews; coordinating and completing the reference check etc.
  • compiling and preparing the final board reports and finalizing the results of the processes (such as establishing pools of candidates).
• Planning, developing, coordinating and administrating various staffing and staffing related initiatives such as job fairs, collective staffing and targeted Recruitment initiatives
• Providing operational staffing services to a group of client managers
• Providing advice and guidance to managers on staffing investigations, audits and Public Service Staffing Tribunal Complaints
• Drafting staffing report(s) including the preparation, data and information gathering, interviews, drafting of documentation
• Developing information and learning sessions or events for managers, employees or staffing experts
• Reviewing employees' or candidates' qualifications to address redeployment or placement of personnel
• Developing a framework or process for pool management and coordinate the management of a pool
• Advising managers and employees on staffing policies and procedures
• Providing mentoring, tutoring or coaching assistance.
• Developing and monitoring public policies, programs, standards and procedures
• Identifying policy needs and concerns
• Performing policy comparative analysis
• Advising managers on the interpretation of policies, programs and national/ international agreements and regulations
• Identifying change management tools and processes that support change management strategies and plans
• Carrying out performance monitoring and reporting activities
• Developing and delivering training on application of policies.
• Ensuring the appropriate preparation, completion, distribution and filing of HR documentation
• Ensuring the appropriate data entry, and/or the compilation of data and information and the preparation of reports
• Responding to human resources inquiries and relaying the inquiry to the appropriate person
• Assisting in the development of administrative procedures and tools
• Assisting in the coordination of appointments, interviews, testing, scheduling of events and learning sessions etc.
• Providing administrative support to HR Manager, Advisors or an HR Specialist
• Providing administrative, clerical or coordinating support in the development and/or implementation of HR activities, programs and tools.
• Executing human resources support activities
• Providing assistance in the areas of human resources, or employee communications
• Delivering a variety of written tests to candidates and requesting testing as required
• Training administrative assistants in client organizations on procedures and automated systems used for completing HR Activities
• Providing direct advice, guidance and services to clients for HR services
• Maintaining and updating HR systems, keeping hard copies of files, records and correspondence on related current HR activities and helping develop new systems or improving the existing system
• Adjusting, modifying and updating HR management methods, practices and procedures
• Providing administrative services to include project and research activities in a given HR sector and the implementation of a wide range of administrative procedures and processes to support the HR programs.

Stream 2: Business consulting/change management services

The required services may include, but are not limited to the following:

• Advising Senior Management on a range of issues affecting the organization's ability to achieve the project's business objectives
• Identifying opportunities for organizational improvement
• Assisting in the prioritization and assignment of organizational improvements
• Developing and/or implementing an organizational improvement plan, business plan, policies and standards
• Making recommendations and providing advice for improvements and assisting in developing solutions, scenarios and implementing recommendations
• Preparing and presenting findings, status and other relevant matters
• Collecting and analyzing information and presenting findings on complex issues, carrying out or coordinating research as required and preparing reports
• Identifying and researching best practices
• Processing problems into solutions or new opportunities/initiatives
• Analyzing, advising on, and implementing business processes, strategies and functions
• Advising on business decisions
• Preparing and advising on contracts structure and enforcement
• Leading and managing various business systems and process improvements (for example, initiating redesign to promote increased efficiencies and reduce overall costs, implementing improvements to automation of process)
• Recognizing market factors and adapting business decisions to the context of the organization's sector and industry
• Implementing and advising on measures to mitigate risk
• Facilitating Joint Application Development (JAD) session and acting as facilitator during workshops
• Translating the business requirements into System/Functional requirements
• Analyzing and documenting the business requirements and delivering work products through the life cycle
• Consulting stakeholders (individually or by means of facilitating group sessions) to identify comprehensive business requirements
• Documenting business requirements for all stakeholders
• Providing support in analyzing, evaluating and controlling risks, especially related to requirements
• Designing and conducting threat and risk assessments
• Developing and implementing disaster recovery plans and business continuity plans
• Designing exercises for executives, management and staff in the form of exercise seminars, tabletop exercises, command post exercises, simulations and/or full-scale exercises
• Developing exercise materials such as exercise scenarios, control plans and evaluation plans
• Implementing exercises for executives, management and staff
• Performing business continuity in the context of strategic planning, policy and standards development and organizational assessment
• Analyzing and evaluating emergency operations, exercises, conducting lessons learned seminars and writing After-Action Reports
• Specifying the organization's objectives, developing policies, standards and plans to achieve objectives
• Identifying opportunities for, assisting in the prioritization of, and assignment of organizational improvement
• Developing and/or managing the implementation of an organizational improvement plan to identify, analyze, plan, track and control organizational improvements on a continuous basis
• Defining and producing business requirement document
• Assisting stakeholders with understanding their strategic goals
• Analyzing stakeholder's business objectives and recommending and developing solutions to address their business problem
• Implementing and evaluating cross-functional decisions that will enable an organization to achieve its objectives
• Defining, developing and implementing business strategies and plans
• Examining the link between the goals of the organization and how the work is performed to achieve those objectives at strategic and operational levels
• Processing problems into solutions or new opportunities/initiatives, identifying and researching best practices
• Performing Strengths, Weaknesses, Opportunities and Threats (SWOT) analysis
• Developing Mission and Vision statements
• Assessing the organization's capacity/capability to undertake and successfully deliver a project, an initiative or a change in the context of the existing organizational environment, programs, and policies
• Assessing existing and planned changes in HR management strategies to ensure consistency between an organization's HR management strategies and government-wide strategies
• Designing processes to regularly review and revise existing accountabilities and competencies as the organization evolves
• Performing system-centered process mapping to define the structure of organizational processes: including definition of activities to be performed, required inputs, outputs to be produced, and framework within which to operate
• Defining potential organizational changes and improvements based on an organization's strategy and values
• Developing and/or implementing organizational change and improvement plan including identifying organizational changes and improvements, and prioritization of recommended improvements
• Using the appropriate organizational development methodology and approach to assessment and intervention
• Identifying organizational improvements/changes: prototyping potential solutions, scenarios, providing trade off information and suggesting a recommended course of action
• Developing policies, procedures and guidelines, training and information sessions
• Conducting organizational health assessment and development of strategy and its implementation
• Reviewing existing work processes and organizational structure
• Analyzing existing business processes, identifying opportunities for process improvements
• Mapping existing processes and developing and mapping recommended new processes, changes
• Analyzing business functional requirements to identify information, procedures and decision flows
• Providing advice on key initiatives that enable the organization to deploy high-impact business processes that are focused, accountable and measurable
• Identifying candidate processes for re-design
• Providing advice in defining new requirements and opportunities for applying efficient and effective solutions
• Identifying and providing preliminary costs of potential options
• Providing advice in developing and integrating process and information models between processes to eliminate information and process redundancies
• Identifying, recommending and planning new processes
• Providing advice on and/or assisting in implementing new processes, organizational changes, improvements
• Identifying the required modifications to the automated processes
• Documenting workflow
• Using business, workflow and organizational tools
• Conducting reviews and developing implementation strategies
• Advising HR Systems groups and IT groups on discipline requirements
• Developing training and information sessions and mentoring
• Analyzing and defining business processes related to both "As Is""To Be" status
• Designing interventions aimed at improving organizational effectiveness through system-centered change
• Designing interventions that improve organizational effectiveness through people-centered change and result in: bringing about change, an improved environment, greater involvement and a more responsive workforce
• Developing and implementing change management strategies, plans, framework
• Identifying change management tools and risks
• Providing expertise, consultative advice, guidance and coaching to build project capacity to make effective use of change management strategies and related tools
• Articulating the purpose of change in a manner that makes sense to staff and provides a compelling picture of the new organization
• Designing and conducting a change readiness assessment in order to plan and carry out a change management strategy
• Coaching staff on the value of their contribution within the new organization
• Evaluating the effectiveness of the change management initiative.
• Developing performance measurement/evaluation frameworks
• Establishing performance measurement and reporting processes and systems
• Integrating performance monitoring disciplines in an organization's development or change management plan
• Conducting interviews, surveys and workshops
• Collecting, analyzing and synthesizing information that provides insight into best practices and lessons learned that would effectively support managing change
• Performing analysis of business processes to recommend the best option to address any concerns, gaps, etc. including the potential risks and benefits
• Providing input for the development of new processes
• Carrying out analysis related to the development of business cases including the collection and analysis of cost data
• Developing policies and rules that allow an organization to carry out its mandate and functional responsibilities, and that govern the organization's actual and planned capabilities in terms of data, human resources, communication facilities and management responsibilities
• Conducting an assessment of the project's business architecture, process and performances
• Recommending changes to improve operational performance
• Ensuring consistency and integration with the organization's and government architectures and business strategies
• Evaluating the feasibility of the architecture and technologies related to a business change
• Developing principles of operation and concept of operations
• Identifying risks associated with the architecture and technologies and recommending risk mitigation
• Advising Senior Management on trends and emerging technologies and their impact on the organization's and government architectures and business strategies
• Recommending alternative solutions, methodologies and strategies
• Assisting in the prioritization and assignment of architectural improvements
• Recommending alternative solutions, methodologies and strategies
• Developing and/or implementing architectural improvement plans
• Managing the development and implementation of an architectural improvement plan
• Coaching, mentoring and training the organization
• Reporting results of statistical analyses, including information in the form of graphs, charts, and tables
• Processing large amounts of data for statistical modeling and graphic analysis, using computers
• Identifying relationships and trends in data, as well as any factors that could affect the results of research
• Analyzing and interpreting statistical data in order to identify significant differences in relationships among sources of information
• Preparing estimates and forecasts using statistical techniques
• Preparing data for processing by organizing information, checking for any inaccuracies, and adjusting and weighting the raw data
• Evaluating the statistical methods and procedures used to obtain data in order to ensure validity, applicability, efficiency, and accuracy
• Evaluating sources of information in order to determine any limitations in terms of reliability or usability
• Planning data collection methods for specific projects, and determining the types and sizes of sample groups to be used
• Designing research projects that apply valid scientific techniques and utilizing information obtained from baselines or historical data in order to structure uncompromised and efficient analyses
• Developing, planning strategies and processes to transfer explicit and tacit knowledge across time, space and organizational change, including retrieval of critical archived information
• Facilitating knowledge creation, sharing and reuse
• Developing partnerships and alliances, designing creative knowledge spaces, and using incentive structures
• Facilitating knowledge of learning styles and behaviours, strive for continuous improvement and be actively engaged in exploring new ideas and concepts
• Designing, developing and sustaining communities of interest and practice
• Creating, developing and sustaining the flow of knowledge, policies and standards
• Understanding the breakthrough skills needed to leverage virtual teamwork and the effective use of social networks
• Performing cultural and ethnographic analyses, developing knowledge taxonomies, facilitating knowledge audits, and performing knowledge mapping and needs assessments
• Capturing, evaluating and using best-known practices to transfer best practices
• Moderating focus group/discussion
• Consulting on group process
• Developing research and implementation strategies for knowledge management, information management, document and records management and data management
• Managing change knowledge initiatives and retrieval of critical archived information.
• Collecting, crating, receiving and/or capturing information
• Organizing, using, and/or disseminating information
• Maintaining, storing and/or preserving information
• Disposing of information
• Coordinating management of an organization's information-based resources, including its information holdings and investment in technology
• Planning, directing and controlling all of the organization's information-based resources to meet corporate goals and to deliver programs and services
• Coordinating of information storage requirements and interface with Information Technology
• Providing Document and Records management
• Coordinating Access to Information and Privacy Act requirements
• Conducting subject-specific research in the archival holdings of federal departments and agencies
• Producing professional research reports based on detailed research into federal records
• Developing, organizing, monitoring, conducting and reporting on sustained archival research projects
• Identifying, classifying, archiving, preserving, and destroying records
• Responsible for the efficient and systematic control of the creation, receipt, maintenance, use and disposition of records, including the processes for capturing and maintaining evidence of and information about business activities and transactions in the form of records.
• Managing a library or a library service
• Cataloguing, indexing and classifying information audio-visual and electronic documents
• Organizing and maintaining "virtual" services
• Establishing and implementing metadata standards and guidelines
• Analyzing and reporting on the effectiveness of the implementation of information management standards
• Identifying and analyzing content management issues and providing recommendations to management for improvement
• Delivering research and reference services
• Searching online systems and the web to find information
• Delivering library services
• Providing advice and guidance in the field of Recordkeeping as relates to Capacity Building, Legacy Records Management and e-Records Sustainability
• Providing advice and guidance in the field of Recordkeeping as relates to the implementation of Recordkeeping policy, regulations and legal requirements
• Providing assistance in the monitory and evaluation of the Recordkeeping policies and regulations
• Assessing the readiness of a policy, program or initiative to be evaluated
• Planning specific evaluations or related studies of individual or clusters of programs, policies or initiatives
• Developing terms of reference for evaluation projects
• Preparing logic models, program theories/theories of change or assessment tools
• Constructing work plans, including evaluation planning reports or frameworks and associated methodologies
• Developing, testing and implementing evaluation methods and data collection tools (including surveys, interview guides, focus group discussions, case studies)
• Collecting and analyzing both qualitative and quantitative data (including socio-economic and statistical analysis, collecting baseline data, conducting impact analysis)
• Assessing the relevance and performance (including impact, efficiency and cost-effectiveness) of programs, policies or initiatives
• Validating evaluation approaches, methodologies, findings, conclusions and recommendations, using methods such as but not limited to: validation with participants, organizations and conduct of expert panels or peer reviews
• Developing evaluation reports or associated products (briefing note, deck, technical report) containing findings, conclusions and recommendations, and undertake report validation and consultations where appropriate and requested
• Conducting and writing synthesis or meta-evaluations
• Aid in the compilation, analysis and dissemination of findings, lessons learned and best practices
• Briefing evaluation staff and program management on major results and findings, including preparation of presentations
• Aid in writing other materials, documents, tools and instruments related to the work
• Planning and designing performance measurement frameworks in support of departmental Strategic Outcomes and Program Activity Architectures or performance measurement strategies in support of program monitoring and evaluations, including identifying associated performance measures in accordance with Treasury Board policies and Treasury Board Secretariat guidance and directives
• Assessing the adequacy of current performance measurement frameworks and performance measures in federal organizations and the capacity of organizations to create and maintain on-going performance measurement systems at the level of the organization as a whole or at the program, initiative or project level
• Developing conceptual frameworks, methodological approaches and designs for performance measurement of projects, programs, services, organizations/institutions, policies and initiatives
• Developing performance measurement indicators/measures/benchmarks and tools and instruments for project, program, institutional, or policy monitoring, reviews, or on-going assessments
• Create Proprietary data sets to allow for specialized, in-depth assessments
• Participate in special projects to improve processes, internal systems and services by utilizing defined strategies such as benchmarking
• Conducting comparative analysis and measurement of services/processes (benchmarking) against industry leaders to provide government departments with insights regarding organizational comparisons for both incremental and transformative improvements in various areas, systems and processes
• Conduct independent assessments, analyzing and advising on best practices, including benchmarking performance, case studies, international comparisons, independent assessments of governance, risk management and control processes
• Providing performance measurement advice and support (for example support managers to identify, track and report on results throughout the life cycle of projects, programs, services, policies or initiatives), including providing training or information sessions to build capacity within the organization and assist program management with the establishment of an appropriate ongoing performance measurement system
• Compiling, analyzing and/or interpreting performance data and preparing performance reports
• Research performance measurement uses and practices in other jurisdictions (includes provincial and international jurisdictions)
• Providing orientation on their field of expertise to a range of target groups (for example program managers, evaluators, corporate planners) including details on key issues in the field and details on best practices in terms of performance measurement and evaluation in those fields
• Advising on the design of new or adequacy of existing a) performance measurement frameworks in support of departmental Strategic Outcomes and Program Activity Architectures or b) performance measurement strategies in support of program monitoring and evaluation, including identifying appropriate performance measures and related technical elements (for example performance metrics and targets, data sources, and frequencies for data collection) in accordance with Treasury Board policies and Treasury Board Secretariat guidance and directives
• Advising on the capacities, skills and resources needed in federal organizations to create, implement and maintain on-going performance measurement systems at the level of the organization as a whole or at the program, initiative or project level
• Advising on conceptual frameworks, methodological approaches and designs for performance measurement of and evaluation of projects, programs, services, organizations/institutions, policies and initiatives in those fields
• Providing field-specific performance measurement advice (for example support managers to identify, track and report on results throughout the life cycle of projects, programs, services, policies or initiatives), including providing training or information sessions to build capacity within organization and assist program management with the collection and interpretation of performance measurement data
• Analyzing and/or interpreting performance data and preparing performance reports
• Researching field-specific performance measurement uses and practices in other jurisdictions (includes provincial and international jurisdictions)
• Providing subject-matter advice to assist in the:
  • Assessment of the readiness of a policy, program or initiative to be evaluated
  • Scoping and planning of specific evaluations or related studies of individual programs, policies or initiatives
  • Preparation of logic models, program theories, literature reviews or assessment tools
  • Constructing of work plans, including evaluation planning reports or frameworks and associated methodologies
  • Developing, testing and implementing of evaluation methods and data collection tools
  • Collection and analysis of relevant data (including socio-economic and statistical)
  • Assessment of relevance and performance, including impacts, efficiency and cost-effectiveness of programs, policies or initiatives
  • Assessment of program governance and management (including assessing risk management and controls, decision-making, planning, development and implementation, transparency and accountability)
  • Developing evaluation reports containing findings, conclusions and recommendations, and undertake report validation and consultations where appropriate and requested
  • Conducting and writing of synthesis or meta-evaluations
  • Compilation, analysis and dissemination of findings, lessons learned and best practices
  • Briefing of program and senior management on major results and findings, including preparation of presentations
  • Development of other materials, documents, tools and instruments related to the work
  • Review of the components of evaluations such as primary and secondary data collection activities, surveys, special studies, literature or document reviews, applied statistical analysis and the development of background or analytical discussion papers on program theory and/or alternatives.
• Participating on peer review or similar panels for evaluations or act as an third- party reviewer of draft evaluation products
• Advising on sensitivities in their specific fields (for example on working with groups of 'at-risk' stakeholders) and issues related to ethics and values related to performance measurement and evaluation
• Facilitating connection to other key experts in the field as required for performance measurement or evaluation purposes
• Encouraging group members to participate and interact productively and guide the group through an effective process
• Facilitating strategic and operational planning
• Facilitating team building sessions
• Facilitating knowledge transfer, coaching and skills development
• Utilizing tools and techniques to engage participation such as (but not limited to) brainstorming session, role playing, walk-thrus
• Facilitating large and small groups
• Providing electronic facilitation services
• Stimulating a constructive and clear exchange of ideas among the members and promoting feedback
• Redirecting group members to carry on with an interaction when tangents occur.
• Timekeeping to ensure that the planned agenda is completed prior to the end of the allotted time or in accordance with an agreed to modifications by the group
• Guiding a group to consensus and desired outcomes
• Planning and preparation of the session such as understanding the clients needs, predefine the approach and techniques to be used and develop event plan
• Promoting group participation, mutual understanding and shared responsibilities among the group by fostering open participation with respect for client culture, norms and participant diversity
• Providing end to end facilitation which may involve physical arrangements, delegating program committees, visual materials, defining the agenda, establishing goals, structure and strategy of the sessions, closeout activities
• Draft and finalize reports on the results and conclusions of facilitated sessions and prepare and deliver presentations based on facilitated sessions such as lessons learned reports
• Working with different levels of hierarchy within an Organization on a national level

Stream 3: Project management services

The required services may include, but are not limited to the following:

• Assisting project team in all management activities including financial, planning and contracting aspects
• Assisting in performing such tasks as maintaining project documentation and records
• Acting as the first point of contact in a "hot-line" situation by accepting incoming calls, logging calls, attempting to resolve simple problems and following established procedures for more difficult problems
• Tracking project change requests;
• Maintaining and updating relevant project information in manual and/or electronic files; project information might include such things as project activity schedule, status reports, correspondence
• Communicating with project management a on administrative matters related to the project
• Developing/maintaining bring forward (BF) and other control systems for action items
• Researching and locating background information, analyzes, extracts relevant information and writes summaries
• Maintaining and tracking financial transactions, enters commitments and expenditures into the projects financial budget
• Planning and coordinating project management activities including financial, planning and contracting aspects;
• Planning and organizing a project management office
• Giving briefings on progress and concerns of project
• Coordinating and preparing documentation in response to scheduled and unscheduled reports, returns and observations to update management on project progress
• Planning and coordinating the activities of project personnel, internal customers, contractors and other support providers
• Preparing formal work breakdown structure and compliance charts
• Producing draft plans and sections for incorporation into the Project Implementation Plan
• Preparing draft evaluation plans, criteria and evaluation schedules
• Defining and documenting development team objectives
• Determining and obtaining budgetary requirements, composition, roles, responsibilities and terms of reference for the team
• Monitoring the design, implementation and operations start up of the project against established goals, objectives and milestones
• Meeting with stakeholders and other project managers and stating problems in a form capable of being solved;
• Preparing plans, charts, tables and diagrams to assist in analyzing or displaying problems
• Working with a variety of project management tools
• Formulating and managing project plans by defining deliverables, identifying key milestones, reviewing project progress, and engaging in ongoing risk management
• Coordinating and directing project team(s) in order to meet project objectives for content, quality, costs, and schedules
• Developing project control and reporting procedures and managing changes in operational plan
• Conducting post project reviews/lessons learned
• Contributing to the organization's strategic and business planning initiatives (for example, identifying strategic goals and objectives and implementing initiatives to achieve them, Policy Development, Standards Development and Program Review)
• Assuming leadership at the appropriate phases of planning, action, and evaluation
• Recognizing and taking action on opportunities to combine professional resources through partnering arrangements (for example, multi-disciplinary practices)
• Contributing to development of organizational vision and mission
• Coordinates, drafts and prepares for signature formal project documents and reports
• Assessing the organization's capacity/capability to undertake and successfully deliver a project in the context of the overall program or portfolio program or portfolio priorities through strategic planning
• Advising Senior Management on a range of issues affecting the organization's ability to achieve the project's business objectives
• Assisting in the prioritization and assignment of projects within the program/portfolio
• Managing several Senior Project Managers, each responsible for an element of the project/program/portfolio and it's associated team (for example project and financial management)
• Meeting with organizational executives to ensure all organizational (internal and external) stakeholders are committed to moving forward on the project (for example opportunity evaluation)
• Formulating statements of problems; establishing procedures for the development and implementation of significant, new or modified project, program or portfolio elements to solve these problems, and obtaining approval thereof
• Managing the implementation of a project/program/portfolio to identify, analyze, plan, track and control progress on a continuous basis
• Making recommendations and providing advice for improvements and assisting in developing solutions and implementing recommendations (for example policy development and standards development)
• Preparing and presenting findings, status and other relevant matters
• Overseeing the development of a Project Business Case (for example business planning and program review)
• Managing Program changes in accordance with the change management process
• Motivating the team to ensure commitment to the program's objectives
• Specifying the general requirements of the project
• Developing project alternatives and identifying their administrative, economic, and technical feasibility and practicality associated policy and organizational change requirements
• Planning, directing, and controlling the activities of a project team within scheduled time and cost parameters
• Producing overall project plans and obtaining approval of preliminary analysis
• Updating and providing briefings to upper management on progress and concerns of the project
• Developing and maintaining project schedules, documentation and a Master Schedule of all projects and resources if more than one project
• Tracking the progress of the project including cost and schedule controls
• Documenting issues and resolutions related to the project scheduler
• Communicating verbally and in writing with the Project Manager and if necessary with stakeholders to input modifications to the project schedule
• Communicating with the Project Manager and if necessary with stakeholders regarding project status and deliverables
• Informing management of Project status and direction
• Contributing to the development and management of process and procedures used in Operations
• Documenting and managing project and financial records as appropriate
• Developing, deploying and evaluating policies, procedures, standards, initiatives, metrics, forms and tools for the quality management system
• Verifying and confirming if the quality management system's process assets (policies, procedures and standards) are being adhered to
• Leading process improvement initiatives, and facilitating/coaching teams which are performing process improvement initiatives
• Managing and monitoring all aspects of the Quality Management System
• Conducting conformance audits of the Quality Management System. Reporting results and recommending appropriate corrective actions to deal with the non-conformances
• Tracking and reporting on the implementation of corrective actions. Confirming that corrective actions effectively addressed the root-causes of the non-conformances
• Contributing to the development and implementation of an integrated approach to quality, risk and performance management for the organization
• Providing leadership and support to the design, implementation and evaluation of performance/quality measurements of clients products/services (Program assessment/ranking and reporting, performance measurement capacity building, business performance/excellence)
• Using multiple Quality Management methodologies and tools to address the organization's business needs (Measurement and management of organizational performance)
• Developing process management by application of continuous improvement methodology
• Preparing reports concerning the capabilities, strengths and weaknesses of the Quality Management Systems for internal or external publication which could be communicated to project management team through oral or written presentations (Basic statistical analysis techniques, questionnaire design and survey analysis. Ability to influence others, at all levels in the organization)
• Liaising with and interviewing quality management specialists from other organizations
• Conducting risk assessments and evaluating potential risk and losses
• Identifying project and procurement risks
• Reviewing and auditing claims
• Recommending alternative solutions, methodologies and strategies for risk mitigation and management
• Assisting in prioritization and assignment of risks
• Assisting in the development and/or implementation of Risk Management Plans
• Developing and managing the implementation of Risk Management Plans (safety programs) to identify, analyze, plan, track, evaluate and control project risks on a continuous basis throughout the project life cycle
• Coaching, mentoring and training project teams in risk mitigation techniques
• Developing and implementing business continuity plans
• Developing crisis and emergency communication and/or management planning strategies
• Reviewing the organization's insurance and risk management programs and making recommendations regarding coverage improvements, administration, loss control and financing mechanisms
• Providing leadership and support to the design, implementation and evaluation of clients products/services performance measures, risk management and risk mitigation strategies
• Documenting process improvements
• Preparing reports for internal or external publication (Corporate Services, Policy, Communications)
• Liaising with and interviewing stakeholders, as required, to obtain, clarify and exchange information, in-order to co-ordinate and manage the Risk Assessment Process
• Identifying, confirming and documenting the risk tolerance for the process, project, program, or strategic risk and using this tolerance to guide all analysis, assessment and recommendations undertaken or produced
• Identifying, confirming and documenting the objectives and priorities specific to the process, project, program or strategic direction being assessed, feasibility studies
• Identifying relevant risks and opportunities (including, but not limited to, economic, political, operational, legal, reputation, technical, organizational, accounting, banking and social risks) that threaten the objectives and priorities
• Utilizing both quantitative and qualitative techniques, as appropriate, to assess the likelihood that a risk event will occur; and/or the impact if the risk event occurs
• Recommending a ranked-order for risks and opportunities identified
• Recommending and documenting suggested Risk Responses necessary to manage the likelihood and/or impact of the identified risks
• Performing Control Risk Assessments and analysis, which may include statistical sampling and analysis of existing controls
• Assisting with the on-going monitoring of risk and assisting with the implementation of risk response/mitigation strategies
• Preparing draft and finalized risk assessments, briefing notes, presentations and papers related to risk management, and developing and updating risk management plans
• Providing advice with respect to risk management best practices and providing guidance and direction to assist in managing risk
• Planning and coordinating procurement activities including financial estimates, business requirements and contracting options (project procurement management, cost and estimate Management, sole source versus RFP process,)
• Providing briefings on progress and concerns of procurement (Contract process management)
• Planning, coordinating, preparing and controlling documentation for procurement plan and process, depending on method of procurement
• Planning and coordinating the activities of project contractors and other support providers (Procurement integration in Project Management)
• Preparing, reviewing and/or finalizing Statement of Work for potential procurement
• Preparing draft selection methodologies, evaluation plans, evaluation criteria (mandatory and point rated) and evaluation schedules for procurement
• Developing, planning, analyzing, evaluating and prioritizing deliverables and requirements (Bid evaluation)
• Monitoring the implementation and operations of the contract against established goals, objectives and milestones
• Reporting progress of the contract on an ongoing basis and at scheduled points in the lifecycle
• Identifying potential problems and propose solutions
• Ensuring management staff is provided with timely and accurate project information and status updates
• Developing and implementing procurement control, monitoring of system contract delivery and continuing service delivery and reporting procedures and managing changes
• Conducting post procurement reviews and contractor evaluations/lessons learned
• Leading or participating in negotiations and developing procurement process and/or business process maps
• Planning and coordinating financial management activities including financial estimates and business requirements
• Evaluating financial management procedures
• Conducting cost benefit analysis and life cycle costing (Cost and estimate Management)
• Developing business plans
• Developing models to carry out cost analysis of the resources required to perform specific inspections related to a project (Project Management)
• Performing risk analysis
• Determining the resources required for implementation of projects such as acquisition costs, operation and maintenance costs and both recurring and non-recurring costs
• Assisting in developing costs for specific activities such as: direct project costs, project support overhead, corporate and administrative (C&A) overhead, costs of products and services, and other related costs (Financial accounting)
• Planning, acquiring, and controlling the use of funds so as to meet the goals of an organization and maximize its value (Procurement integration in Project Management, contract process management)
• Identifying an organization's financial and non-financial objectives so as to improve its performance, determining whether those objectives are being effectively achieved
• Developing and modifying business cases and financial plans for the future
• Following-up on projects, major Crown projects and/or sensitive or complex project initiatives, where Canada requires a third party opinion.
• Assisting project management professionals in project monitoring and coordination
• Providing administrative and technical support as required to the project team
• Participating in meetings with project management professionals and other stakeholders (internal and external) to ensure project is progressing, project goals are being met and expected results are being achieved
• Ensuring project and contract activities, deliverables, milestones, timelines and financial commitments are tracked and commitments are being fulfilled
• Communicating and coordinating meetings with project management professionals and other executive and customer stakeholders on matters related to the project
• Performing a liaison role amongst all project management, executives and customer stakeholders
• Preparing monthly, quarterly, yearly financial and project reports and other project monitoring reports to management and executives
• Preparing annual reports, project progress reports, results achieved reports, lesson learned documentation and recommendations for improvement documentation at the executive level
• Analyzing material, such as specifications (technical Statement of Work/Requirement), notes, drawings, writing manuals, user guides and other documents to explain the requirement clearly and concisely
• Modifying, validating and compiling documents such as technical publications in general, specifications, equipment and system data lists, drawings etc.
• Gathering information, analyzing the subject and the audience, and producing clear documentation
• Studying existing material and interviewing Stakeholders
• Creating accurate, complete and concise documentation to communicate the needs of the requirement
• Assimilating and conveying technical material in a concise, effective manner
• Following governmental publishing guidelines
• Reviewing documents, drawings and associated data for conformance to established standards.
• Planning, researching and writing manuals, specifications and other non-journalistic articles
• Design the layout of the documents/manuals
• Using word-processing, desk-top publishing and graphics software packages to produce final camera ready copy
• Planning, researching, modifying, assisting, writing and/or reviewing memos, scripts, plays, essays, speeches, manuals and other non-journalistic articles with conformance to established standards
• Developing and implementing strategic communication plans in geographically dispersed organizations going through an organizational transformation (change management)
• Providing communications consultation advice to support strategic communications initiatives and strategies
• Creating communications support materials
• Developing and implementing creative communication and information products using a variety of tools, techniques and media and selecting an appropriate medium to convey information, ideas, and results
• Developing and implementing communication strategies and plans
• Expressing and exchanging information in a clear and concise manner
• Ensuring information is communicated to the appropriate people in a timely manner
• Preparing reports for specific purposes using clear, communicative, and professional language (for example, audit reports, management letters, consulting reports, financial reports)
• Ensuring communications are clearly understood by encouraging and listening to feedback both internally and externally in the organization
• Structuring external communications to project an appropriate corporate image
• Ensuring confidentiality with respect to organizational or client information and data
• Determine target audiences in order to better develop messages
• Identify and determine communications impediments and barriers
• Provide advice on matters relating to policy/program development approaches or options and communications planning alternatives (internal or external).
• Researching, developing and implementing communications strategies involving social media and related content (ie. blogs, microblogs, wikis, crowdsourcing, content communities, social networks, etc.)
• Provide support and assist communicators in using social media channels to complement traditional channels
• Providing suggestions on cost-cutting measures in the communications process
• Development of a procurement strategy - for the acquisition of a product or service - that lays out a mechanism to engage with industry and conduct a competition and procurement in line with legislative requirements and organisational policies; and
• Production of evaluation reports and procurement recommendations for internal stakeholders and sign-off authorities.

Stream 4: Real property project management services

The required services may include, but are not limited to the following:

• Assisting project team in management activities including financial, planning and contracting aspects
• Providing financial administrative support to suit requirements
• Assisting with security clearance process
• Establishing project administration procedures
• Providing administrative and technical support of a clerical nature as required to a project team; Developing document and records management system and control process for project teams; Receiving incoming mail (both hard copy and e-mail), prioritizes and assesses urgency of mail and sets deadlines
• Acting as the first point of contact in a "hot-line" situation by accepting incoming calls, logging calls, attempting to resolve simple problems and following established procedures for more difficult problems
• Participating at project meetings, preparing/distributing minutes and records of decision
• Providing comprehensive project planning and monitoring, reporting using project plan format
• Maintaining and updating relevant project information in manual and/or electronic files; project information might include such things as project activity schedule, status reports, correspondence
• Communicating with project management on administrative matters related to the project
• Assisting with the review of project requirements with specialists, other jurisdictional authorities and stakeholders
• Assisting in the preparation and coordination of documentation in response to scheduled and unscheduled reports to update management of project progress; Providing technical writing support for written reports and presentation decks
• Assisting in managing request for information (RFI) procedures
• Providing support to tendering and contracting processes as requested; Supporting start-up construction process (preparation & meeting) by assisting in managing construction logistics: forecast, coordinate work, avoid disruptions to occupants
• Providing support in the preparation of timely and accurate Contemplated Change Notices (CCN's) and Change Orders (CO's) for approval, tracking and communications
• Supporting post-construction services and post-construction evaluations
• Developing project scope, requirement documents, statement of work, participating in client discussions, analysis of functional and operational requirements of the client
• Preparation of project approval documents (for example business cases, feasibility studies, Treasury Board submissions) required for funding or project approval
• Planning and coordinating the activities of project personnel, contractors or other support providers, including the preparation of preliminary time schedules for project design and implementation
• Managing architectural/engineering and associated specialists teams, reviewing project costs and resolving variances with predetermined budgets by recommending action and resolving conflicts
• Planning, directing and coordinating a project management office and its activities within time and cost parameters
• Preparing formal work breakdown structure and compliance charts
• Producing draft plans and sections for incorporation into Project Plans
• Contributing to the organization's strategic and business planning initiatives (for example, identifying strategic goals and implementing initiatives to achieve them (such as through policy development, standards development and program review)
• Recognizing and taking action on opportunities to combine professional resources through partnering arrangements (for example, multi-disciplinary practices)
• Planning facilitation workshops that address strategic planning, teambuilding, positive-centred learning or conflict management, conducting stakeholder interviews. Preparing workshop material, facilitating the workshop, and on-going partnering process management
• Preparing or managing of project documents, such as project charter or plan, client statement of work, investment analysis report, feasibility study, terms of reference, value engineering, lifecycle analysis, commissioning plan or lessons learned
• Establishing and reviewing project and construction implementation strategies including, lump sum, phased, construction management, design-build and public-private partnerships
• Coordinating consultants retained separately to ensure an integrated design (for example, geotechnical, seismic and environmental designs, functional program and fit-up/office planning)
• Briefing consultants and contractors on roles, responsibilities and guidelines for contract administration and on-site behavior
• Developing an updated Project Plan, noting constraints, assumptions, inclusions and exclusions after review with stakeholders
• Coordinating Value Engineering exercises or other strategies aimed at integrated design solutions and cost management; ensuring the review and implementation of outcomes from these processes
• Maintaining the design change management process that records changes to the scope of work
• Monitoring the design, implementation and operations of the project against established goals
• Reporting progress of the project on an ongoing basis
• Assisting in the preparation of recommendations to engage or commission consultants, preparing consultant Request for Proposal (RFP) documents and reviewing and evaluating consultant proposals
• Reviewing monthly progress claims from consultants for compliance with consultant agreements and recommending payments
• Analyzing project schedules including contractor or consultant deliverables and determining whether corrective action is required to meet deadlines
• Attending construction site meetings, providing input on interpretation of contract plans and specifications while ensuring that consultants or contractors fulfill their responsibilities under their respective agreements
• Preparing plans, charts, tables and diagrams to assist in analyzing or displaying problems
• Managing and planning moves, including furniture coordination, cabling and signage procurement and verification
• Coordinating and preparing documentation in response to scheduled and unscheduled reports, returns and observations to update management on project progress
• At substantial completion, participating in inspections or acceptance boards: inspecting the work, evaluating amounts withheld due to deficiencies, accepting the work on behalf of client, recommending issuance of the interim certificate and payment to the contractor
• Incorporating final reports into the Project Plan, including details of outstanding issues, warranties and obligations of consultants or contractors, posting project reviews and lessons learned
• Ensuring that deficiencies and incomplete work are identified, managed, corrected and accepted as complete promptly; recommending issuance of final completion certificate
• Developing and maintaining various systems for the management and control of the project in a manner compatible with client standards and guidelines. This includes financial, approval tracking, change management, communications, and security protocol for project staff and records management system.
• Assessing the organization's capability to undertake and successfully deliver a project in the context of the overall program or portfolio priorities through strategic planning
• Specifying the general requirements of the project: developing, verifying and gaining acceptance of the project scope, budget, schedule and scope change control
• Assisting in the prioritization and assignment of projects within a larger program or portfolio of projects
• Managing several Senior Project Managers, each responsible for an element of the project or program or portfolio and its associated team (for example project and financial management)
• Identifying and assigning project roles, responsibilities and reporting relationships, developing work plans, ensuring adequate human resources, and developing a productive team environment
• Providing advice and leadership in the development and assessment of potential options on project development, recommending a preferred option and developing an implementation strategy through the preparation of a business case or feasibility study
• Meeting, negotiating and gaining support from internal and external organizational stakeholders (for example senior government executives, private-sector interests, municipal interests, community groups, etc.)
• Developing project alternatives and identifying their administrative, organizational, economic, or technical feasibility
• Assisting in obtaining required project approvals from relevant stakeholders (internal approval, zoning, heritage, etc.) including the review and interpretation of municipal by-laws
• Undertaking due diligence activities for the acquisition or disposal of property (for example highest & best use studies, site selection studies)
• Developing real property master plans, detailed site development plans or land use plans analyzing development initiatives (for example transportation or servicing studies, analysis of traffic, parking, pedestrian activity, transportation demand management or other urban planning issues)
• Preparing offer call documents to be used in property acquisition or disposal
• Examining and making recommendations concerning land title issues
• Identifying, obtaining and managing environmental approvals, permits or licenses
• Managing the implementation of a project or program to identify, analyze, plan, track and control progress on a continuous basis
• Reviewing and accepting (or requesting changes to) the overall planning, design development and implementation process, including feasibility, environmental, infrastructure, conceptual designs, the associated class of cost estimate, project scheduling project changes, issues management and approval documents
• Preparing life-cycle cost estimates using the discounted cash-flow method and sensitivity analysis
• Managing program changes in accordance with the change management process
• Developing risk management plans
• Managing safety as an integrated part of the construction project following accountability frameworks and documentation to ensure consistency of practice and due diligence
• Developing a Communications Plan that outlines the claims resolution process
• Developing a Communications Plan, press releases and questions and answers to media lines of inquiry
• Assisting in organizing media events or building tours for the public or senior management
• Producing camera-ready graphics of communication material or information panels for on-site exposition
• Identifying project activities and creating and maintaining the project schedule, establishing a time control system, monitoring progress (including cost and schedule controls) and responding to variances
• Formulating and maintaining master schedule of all activities and resources by defining deliverables, identifying key milestones and deadlines, reviewing project progress, and engaging in ongoing risk management. Identify (seasonal, site or client) specific impacts on timelines, timelines for work processes and approval periods to master schedule
• Developing detailed cash flows as the project progresses to illustrate the sequencing of work and the inter-related activities
• Communicating verbally and in writing with the Project Manager and with stakeholders to input modifications to the project schedule or the project Work Breakdown Structure
• Visiting the site and providing timely input to update the Master Schedule Plan
• Preparing an optimized project schedule, using Critical Path Methodology, to identify measures to shorten total project duration
• Reviewing and monitoring overall project schedule on a regular basis using information provided from the project team; mitigate schedule delays as required.
• Maintaining schedule tracking and change management records
• Documenting issues and resolutions related to the project schedule
• Communicating with the Project Manager, management team or stakeholders regarding project status and deliverables using logic diagrams, bar charts and narrative reports; Contributing to the development and management of process and procedures used in operations
• Preparing a cost and cash flow estimate (for example, identifying the resources, levels of effort and related costs) required for the project
• Forecasting costs for specific activities such as: direct project costs, project support overhead, corporate or administrative overhead, costs of products and services, leasing costs
• Assisting with cost control using problem solving techniques such as life-cycle analysis, value engineering, risk analysis or early estimation (elemental cost analysis)
• Analyzing trends in the real estate or construction markets and forecasting the impact of such trends on project costs
• Monitoring actual or expected costs against previously budgeted costs and preparing variance analysis (for example analyzing and reporting on costs to complete projects and actions to be taken to stay on budget including the state of risk allowances, reserves or contingencies)
• Preparing discounted cash-flow analysis including sensitivity analysis
• Preparing value-for-money calculations using Monte Carlo Simulation
• Preparing historic or pro forma financial statement or ratio analysis (based on financial, employment, spatial or other data)
• Providing a review of a financial analysis prepared by a different party
• Evaluating financial management procedures
• Reviewing submissions prepared by consultants or contractors relevant to financial activities
• Developing business plans or financial plans
• Providing input to update the Master (baseline) Cost Plan through:
  • Site inspections
  • Assessing the project design and budgets
  • Ensuring a common understanding of all contingencies or allowances
  • Comparing and reconciling previous project budgets with the current budget.
• Providing approved budget, forecast, variances, actuals, billings, payments
• Assisting with cost planning including:
  • Participating in cost planning of project options and "what if" scenarios
  • Providing advice on cost planning in order to coordinate ongoing project procurement activities with information within the organization's financial system
  • Identifying and quantifying potential risks and making contingency recommendations in order to minimize negative cost impacts
  • Identifying, forecasting and analyzing project related risks focusing on the presentation, documentation and use of risk allowances or risk reserves or general contingencies.
• Developing a detailed worksheet of sub-project annual funding, forecasts, value of work done over the life of the project
• Reviewing and monitoring overall project budget on a regular basis using information provided from the project team
• Highlighting variances and possible mitigation strategies to bring project costs back into budget
• Providing regular reports of project cash flow, including forecasted requirements on an as-required basis
• Evaluating or applying governmental or industry (that is Generally Accepted Accounting Principles) methods in financial decision making as they relate to real property
• Analysis of external economic, land use and real estate market trends (environmental trends)
• Examine and interpret the local and community policies, plans and by-laws
• Identifying the impact of anticipated environmental trends on an organization's real estate portfolio
• Developing building or space accommodation standards for an organization
• Developing organizational policies concerning the use of real property
• Identifying future space requirements of an organization and analyzing alternative solutions to meet such requirements
• Preparing profiles of existing building or portfolio condition, performance and utilization
• Identifying any potential problems a real estate portfolio presents in meeting organizational goals (for example, strengths/weaknesses/opportunities/threats analysis)
• Comparing the performance of a portfolio or real property organization with its past performance, private-sector industry or government comparables
• Developing real property strategies to meet the organization's goals, accommodation requirements or real property "custodial" responsibilities
• Developing strategies to rationalize or dispose of a group of real property
• Prioritizing numerous real property projects (for example, maintenance, renovation/retrofit, tenant improvement, disposal, acquisition) in keeping with an organization's strategic goals and abilities
• Preparing real estate development strategies and real property master plans
• Preparing land use studies analyzing development initiatives or opportunities (for example, examining transportation and servicing issues)
• Developing a Communications Plan to public and media lines of inquiry
• Reviewing and analyzing project background data and reports with respect to contract issues, that is claims, change orders, schedule reports, delays analysis, disputed issues, etc.
• Providing a complete detailed analysis of the monthly project schedule submissions commencing at the beginning of the project construction
• Reviewing contractors As Built Critical Path Schedule and compare to the original Baseline Plan/schedule
• Analyzing where schedule delays occurred and define critical/prime issues and causes (delay events) affecting the end date; impact of extension of time; identify concurrent delays
• Providing a detailed project Delay Analysis
• Identifying causes, circumstances and responsibilities (that is Contractor, consultant, PSPC) leading to delays and potential claims
• Completing a change order analysis, including a review of Contemplated Change Notices (CCN) & Change Orders (CO). Include a history of each CO and identify if delays were caused, the extent and impacts on the end date
• Establishing costs incurred by the Crown as a result of contractor-caused delays
• Analyzing delay impact and associated costs resulting from the cumulative effect of numerous change orders
• Assisting the Project Manager in determining why a contractor is claiming for additional costs that have not been covered by change orders; and
• Providing support in preparation for potential mediation.

Stream 5: Technical, engineering and maintenance services

As identified in the resulting contract, a portion of the following services must be performed by a licensed Professional Engineer in the applicable jurisdiction or must be performed under the supervision of a licensed Professional Engineer in the applicable jurisdiction. The required services encompass all electronic, electrical, optical, mechanical, structural and materiel systems.

The required services may include, but are not limited to the following:

• Producing engineering drawings
• Producing data lists
• Producing illustrated parts breakdown and parts lists
• Preparing document illustrations
• Preparing computer aided design
• Performing machinist services such as milling, turning, grinding, and fabrication on manually and/or computer controlled machines
• Performing metal manipulation and welding services involving oxy-acetylene, MIG, TIG and/or special metal welding techniques
• Performing vehicle mechanic and/or technician services involved in the servicing and repair of vehicle systems and subsystems
• Performing electrician and/or electrical technician services associated with the servicing and repair of vehicle and communications systems within the vehicle
• Performing optical, and/or optronic servicing and repair of vehicle and communications systems within the vehicle
• Performing electronic technician services associated with the servicing and repair of vehicle and communications systems within the vehicle
• Performing installation and operation of test sensors and programmable data recorders used in conjunction with equipment testing
• Performing optical data acquisition technical services including film and digital photo services, normal and high speed video, and/or x-ray photography
• Preparing specifications for and carrying out the integration of systems and equipment
• Conducting technical studies to produce technical options, validate and assess options, assess technical risks and evaluate designs
• Developing design and prototype engineering solutions to technical problems
• Maintaining and updating Unsatisfactory Condition Report (UCR) and Technical Failure Report (TFR) data bases. Researching, evaluating and responding to UCR/TFRs in conjunction with field support representatives
• Producing draft specifications of systems, sub-systems, equipment, interfaces or ancillaries
• Tailoring military or commercial standards, specifications or practices for incorporation into system specifications
• Producing draft technical evaluation plans and evaluation standards
• Generating and/or evaluating test plans, procedures and reports
• Conducting specialized electromagnetic compatibility (EMC) studies, producing acceptable EMC standards and test procedures and evaluating EMC/electromagnetic interference (EMI) test results
• Designing programmable data acquisition, test sensors and recorders used in conjunction with equipment testing
• Developing simulation and analytical models and utilizing the models for system and sub-system development and assessment
• Preparing airworthiness certification management plans
• Managing the planning, coordination, documentation and engineering efforts connected with the airworthiness certification of modifications to air systems
• Proposing and/or analyzing engineering change proposals, estimating costs/risks and making recommendations
• Preparing budgetary estimates for the completion of technical programs
• Preparing space and weight budgets for installations, assessing proposed designs, evaluating prototypes and developing acceptance tests for user hand over
• Preparing drawings, data packages and systems manuals
• Preparing interface standards and integration plans for the utilization of current and new systems/equipment
• Reviewing and making recommendations on work proposals
• Participating in planning meetings and technical reviews relating to the design, application management and support of software sub-systems
• Designing, testing and modifying hardware interfaces to digital computers. Confirming the correct functioning of hardware/software interfaces
• Preparing specifications and statements of work for the procurement of systems
• Developing quality assurance and configuration management plans and practices
• Conducting Materiel Acquisition and Support (MA&S) process and sub-process assessments and re-engineering
• Tracking, correcting and recording system and equipment configuration status and/or conformance
• Preparing business cases, that is cost/benefit analysis
• Developing and assessing maintenance strategies, plans and support requirements
• Providing equipment project management services; developing environmental protection standards, practices or policies
• Preparing and reviewing instructions and procedures regarding the appropriate handling, clean-up, protective clothing and safety measures to deal with hazardous materials. Developing or obtaining specifications such as material Safety Data Sheets for hazardous materials that are new to the project
• Conducting environmental or hazardous material assessments of equipment and systems. Assessing the toxicological impact of materials. Investigating alternate non-hazardous options
• Conducting system integration analyses on the organization and processes involved the introduction of and provision of ongoing support to vehicle and (or) communication systems
• Conducting a detailed derivation of integrated logistic system requirements for vehicle and communication systems within the vehicle and planning for the ongoing support to those systems
• Planning the conduct of, providing technical guidance to and conducting statistical analysis of reliability, maintainability, availability and dependability (RAMD) tests of vehicle and communication systems within the vehicle
• Managing the planning, coordination, documentation and engineering efforts connected with the configuration management of vehicle and communication systems within the vehicle
• Designing, planning, implementing and modifying quality assurance programs within manufacturing, processing or distribution systems
• Providing human factors engineering (ergonomics) services (physical and cognitive)
• Conducting the human factors engineering process such as planning, analysis, design, test and evaluation, fundamentals and facilities of various environmental systems
• Conduct reviews of structural designs to ensure compliance with appropriate specifications, standards and guidelines
• Perform structural engineering analyses in the area of traditional stress analysis, preliminary design, finite element analysis, damage tolerance assessments, loads derivation, structural dynamic response and/or fracture mechanics analysis
• Preparing design documentation in support of structural engineering services, including draft stress reports, manufacturing drawings and/or design drawings
• Sign-off (stamp) for final approval of technical documentation
• Supporting the design and development of clothing
• Reviewing and analyzing vendors and manufacturers clothing samples and testing results for compliance with given specifications and testing standards
• Establishing clothing technical databases for materiel and information management
• Researching technical data to confirm accuracy and (or) currency and updating specifications, as required on these findings
• Investigating Unsatisfactory Condition Reports, Material Authorization Change Requests, Design Change/Deviation Requests, Requests for Waiver, Technical Failure Reports, etc. to determine their legitimacy and to make recommendations for reply
• Evaluating clothing against technical specifications
• Preparing or revising clothing information manuals and instructor manuals
• Researching and monitoring emerging technologies and (or) products and (or) industrial capabilities for clothing
• Supporting compliance of environmental regulations regarding use and disposal of clothing
• Supporting clothing stock reviews and recommending disposal or reassignment
• Supporting the design and development of textiles
• Reviewing and analyzing vendors and manufacturers textile samples and testing results for compliance to given specifications and testing standards
• Establishing textile technical databases for materiel and information management
• Preparing Statements of Work for the design and purchase of prototypes and (or) samples
• Supporting textile stock reviews and recommending disposal or reassignment
• Preparing clothing and personal protection equipment displays to meet requirements for conferences, exhibitions, briefings and meetings
• Recommending revision of clothing scales of measurement in both Imperial and Metric measurements for inclusion in specifications, manufacturing data or purchase descriptions
• Supporting preparation or revision of textile information manuals and instructor manuals
• Evaluating textile against technical specifications
• Supporting compliance of environmental regulations regarding use and disposal of textiles
• Researching and monitoring emerging technologies and (or) products and (or) industrial capabilities for textiles
• Reviewing and analyzing vendors and manufacturers personal protection equipment samples and testing results for compliance to given specifications and testing standards
• Establishing personal protection equipment technical databases for materiel and information management
• Supporting the design and development of personal protection equipment
• Supporting personal protection stock reviews and recommending disposal or reassignment
• Recommending revision of personal protection equipment scales of measurement in both Imperial and Metric measurements for inclusion in specifications, manufacturing data or purchase descriptions
• Supporting preparation or revision of personal protection equipment information manuals and instructor manuals
• Supporting preparing plans for development and (or) assessment of new requirements or items including laboratory, engineering, and field trial protocols
• Evaluating personal protection equipment against technical specifications
• Supporting compliance of environmental regulations regarding use and disposal of personal protection equipment
• Supporting preparations of maintenance/supply/repair and overhaul procedures and update notifications
• Researching and monitoring emerging technologies and (or) products and (or) industrial capabilities for personal protection equipment
• Supporting the design and development of Nuclear/Biological/Chemical (NBC) personal protection equipment
• Reviewing and analyzing vendors and manufacturers NBC samples and testing results for compliance to given specifications and testing standards
• Establishing NBC personal equipment technical databases for materiel and information management
• Converting existing engineering drawings to new drawings
• Supporting NBC personal protection equipment reviews and recommending disposal or reassignment
• Preparing NBC personal protection equipment displays to meet requirements for conferences, exhibitions, briefings and meetings
• Recommending of NBC personal protection equipment revision of scales of measurement in both Imperial and Metric measurements for inclusion in specifications, manufacturing data or purchase descriptions
• Supporting preparation or revision of NBC personal protection equipment information manuals and instructor manuals
• Evaluating NBC personal protection equipment against technical specifications
• Supporting compliance of environmental regulations regarding use and disposal of NBC personal protective equipment
• Reviewing and analyzing results of periodic testing of gas masks and canisters
• Monitoring gas masks repair operations to identify tooling/facility shortfalls and investigate and recommending solutions
• Researching and monitoring emerging technologies and (or) products and (or) industrial capabilities for NBC personal protection equipment
• Supporting the design and development of handwear/knitted footwear
• Reviewing and analyzing vendors and manufacturers handwear and knitted footwear samples and testing results for compliance to given specifications and testing standards
• Establishing handwear/knitted footwear and accessories technical databases for materiel and information management
• Supporting handwear/knitted footwear and accessories reviews and recommending disposal or reassignment
• Preparing handwear/knitted footwear displays to meet requirements for conferences, exhibitions, briefings and meetings
• Recommending revision of handwear/knitted footwear and accessories scales of measurement in both Imperial and Metric measurements for inclusion in specifications, manufacturing data or purchase descriptions
• Investigating designs, materials and processes and recommending solutions to identified technical problems through literature searches and in consultation with industry and technical experts
• Support preparation of plans for development and (or) assessment of new requirements or items including laboratory, engineering, and field trial protocols
• Evaluating handwear/knitted footwear and accessories against technical specifications
• Supporting compliance of environmental regulations regarding use and disposal of handwear/knitted footwear and accessories
• Researching and monitoring emerging technologies and (or) products and (or) industrial capabilities for handwear/knitted footwear and accessories
• Preparing new clothing technical specifications, manufacturing data, purchase descriptions, production drawings, sealed samples and revising existing specifications, drawings, and evaluation of existing sealed samples
• Supporting the design and development of footwear
• Reviewing and analyzing vendors and manufacturers footwear samples and testing results for compliance to given specifications and testing standards
• Establishing footwear technical databases for materiel and information management
• Supporting footwear reviews and recommending disposal or reassignment
• Preparing footwear displays to meet requirements for conferences, exhibitions, briefings and meetings
• Recommending revision of footwear scales of measurement in both Imperial and Metric measurements for inclusion in specifications, manufacturing data or purchase descriptions
• Evaluating footwear against technical specifications
• Provision of technical guidance to manufacturers during the production of prototypes that may include plant visits
• Supporting compliance of environmental regulations regarding use and disposal of footwear
• Researching and monitoring emerging technologies and (or) products and (or) industrial capabilities for footwear
• Creating and inputting clothing and personal protection equipment new patterns/drawings and revising existing patterns and drawings in the apparel Computer Aided Design (CAD) system
• Researching technical data to confirm accuracy and (or) currency and updating clothing and personal protection equipment pattern drawings as required
• Supporting the design and development of clothing and personal protection equipment
• Reviewing and analyzing vendors and manufacturers clothing and personal protection equipment samples and testing results for compliance to given specifications and testing standards
• Establishing clothing and personal protection equipment technical databases for materiel and information management
• Supporting clothing and personal protection equipment pattern and sizing reviews and recommending disposal or reassignment of patterns
• Converting existing engineering drawings to new drawings utilizing commercial software applications for incorporation into specifications
• Creating clothing and personal protection equipment scales of measurement in both Imperial and Metric measurements for inclusion in specifications, manufacturing data or purchase descriptions
• Supporting preparation or revision clothing and personal protection equipment information manuals and instructor manuals
• Supporting preparation of plans for development and (or) assessment of new requirements or items including laboratory, engineering, and field trial protocols
• Evaluating clothing and personal protection equipment against patterns
• Supporting compliance of environmental regulations regarding use and disposal of clothing and personal protection equipment
• Creating clothing and personal protection equipment pattern markers for manufacturers and for evaluation of fabric usage estimates
• Fabricating prototypes/samples for confirmation of patterns, assembly procedures and upgrading purposes
• Researching and monitoring emerging technologies and (or) products and (or) industrial capabilities for clothing and personal protection equipment
• Designing, developing and fabricating clothing, personal protection equipment and load carriage prototypes for design acceptance and specification preparation
• Evaluating clothing and personal protection equipment prototypes from industry to determine construction characteristics and to determine suitability
• Fabricating clothing and personal protection equipment prototypes to test patterns prior to computerized grading/sizing
• Supporting evaluation of vendors and manufacturers clothing and personal protection equipment samples for compliance with specified measurements and construction methods
• Supporting maintenance of specialized equipment used in the construction/fabrication of clothing and personal protection equipment
• Supporting the design and development of badges/insignia/ceremonial accoutrements
• Reviewing and analyzing vendors and manufacturers badges, insignia and ceremonial accoutrements samples and testing results for compliance to given specifications and testing standards
• Establishing badges, insignia ceremonial accoutrements technical databases for materiel and information management
• Supporting badges, insignia and ceremonial accoutrements reviews and recommending disposal or reassignment
• Preparing badges/insignia/ceremonial accoutrements displays to meet requirements for conferences, exhibitions, briefings and meetings
• Utilizing commercial software applications for incorporation into specifications
• Supporting preparation or revision badges, insignia and ceremonial accoutrements information manuals and instructor manuals
• Evaluating prototypes and commercial products to determine suitability
• Evaluating badges, insignia and ceremonial accoutrements and insignia against technical specifications
• Supporting compliance of environmental regulations regarding use and disposal of badges, insignia and ceremonial accoutrements
• Researching and monitoring emerging technologies and (or) products and (or) industrial capabilities for badges, insignia and ceremonial accoutrements
• Preparing correspondence and documents related to the acceptance/rejection of deliverables
• Preparing statements of work and item descriptions for inclusion into requests for proposals
• Providing feedback and (or) data clarification to the project management authority
• Conducting evaluations of Integrated Logistics Support (ILS) bid proposals and provide feedback and recommendations to the project management authority
• Working with engineering and procurement to ensure ILS efforts are integrated with other program activities
• Planning and implementing logistic support elements which include: maintenance tasks, spares, training, technical publications, translation and facilities
• Preparing and presenting to business units and operational divisions which cover issues of maintenance and supply support
• Physically assembling complete or partial Technical Data Packages (TDPs) and identifying and actioning deficiencies in data packages of systems and equipment
• Receiving, logging, taking custody of and acknowledging the receipt of TDPs which describe additions, modifications and/or deletions of technical data
• Collecting, reviewing and updating configuration management data for input into the environmental configuration management information system
• Modifying, validating and compiling technical data package lists, that will include:
  • technical publications
  • specifications
  • performance test sheets
  • equipment and system data lists and drawings
  • repair and overhaul specifications; and
  • other technical descriptors in accordance with Data Technical Descriptions (DTDs) and Data Item Descriptions (DIDs)
• Updating, validating and compiling technical data action notices
• Reviewing documents, drawings and associated data for conformance to standards
• Formatting technical documents
• Conducting engineering studies and analysis to provide technical solutions to stated technical/logistic or operational requirements/problems including preparation of Engineering Changes (ECs)
• Defining standards and criteria related to equipment or systems maintenance
• Preparing, modifying or updating specifications and drawings
• Converting specifications and drawings to current standards or electronic formats
• Preparing, modifying or updating Technical Instructions and Orders
• Evaluating existing systems
• Performing configuration management
• Performing analysis of maintenance, repair and overhaul data
• Investigating Unsatisfactory Condition Reports (UCRs) and Technical Failure Reports (TFRs)
• Preparing technical statements of requirement, draft specifications and purchase descriptions
• Preparing data for initial provisioning and repair parts scaling
• Reviewing the design, development, manufacture, installation and testing of prototype modifications
• Preparing repair procedures, maintenance schedules and technical data
• Preparing life-cycle cost estimates
• Preparing support cost option analysis for systems and equipment
• Planning, developing, implementing and administrating a data management system
• Performing independent verification and validation services for equipment engineering projects
• Providing studies and recommendations on application software development standards, methodologies and tools appropriate for the development and maintenance of related software systems
• Reviewing Repairable Arising Control sheets (RAC) for technical content and making recommendations
• Reviewing and updating material/equipment specifications; and
• Reviewing disposal certificates, making appropriate recommendations, updating maintenance handbooks, parts list and operating manuals.