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Office of Small & Medium Enterprises Seminar 1 with Select - June 23, 2011
 

Office of Small & Medium Enterprises Seminar 1 with Select - June 23, 2011

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    Office of Small & Medium Enterprises Seminar 1 with Select - June 23, 2011 Office of Small & Medium Enterprises Seminar 1 with Select - June 23, 2011 Presentation Transcript

    • ©Copyright Doing Business with the Government of Canada Supplier Seminar 1 Presented by:The Office of Small and Medium Enterprises (OSME) Public Works and Government Services (PWGSC)
    • Office of Small and Medium Enterprises (OSME) ©Copyright Overview: ModulesSUPPLIER SEMINAR 1 • M d l 1 Understanding the Process Module 1: U d t di th P • Module 2: Registering Your Business • Module 3: Promoting Yourself • Module 4: Searching for OpportunitiesSUPPLIER SEMINAR 2 • Module 5: Bidding on Opportunities 2
    • Office of Small and Medium Enterprises (OSME) ©Copyright Doing Business withthe Government of Canada Module 1Understanding the Process 3
    • Office of Small and Medium Enterprises (OSME) ©Copyright Overview• Who does the buying?• What does the government buy?• Office of Small and Medium Enterprises (OSME)• How is purchasing done?• What you need to do to become a supplier• www.buyandsell.gc.ca 4
    • Office of Small and Medium Enterprises (OSME) ©Copyright Who does the buying? Government of Canada• The federal government is one of the largest buyers of goods and services in Canada• Purchases approximately $15 - 20 billion in goods and services annually y GC in Business with 300,000 Suppliers Other Government Departments ContractsVolume PWGSC Contracts 415,000 60,000 OGDs PWGSC Contracts Contract Value $12.4B (1) $2.6B $ Includes $6.2B in Military Procurement 5 (1) Based on 3 year average 2005-2008
    • Office of Small and Medium Enterprises (OSME) ©Copyright Who does the buying? Public Works and Government Services Canada (PWGSC)• PWGSC is the largest buyer of goods and services for the federal government• Responsible for approximately 80% of the dollar value of contracts issued by the Government of Canada• Responsible for over 13% of the contracts issued by the Government of Canada• Manages procurement for over 100 departments and g agencies 6
    • Office of Small and Medium Enterprises (OSME) ©Copyright Who does the buying? Other Federal Departments and Agencies p g• Can do their own purchasing within certain dollar limits• May have own purchasing processes that differ from PWGSC• Often use PWGSC even for requirements they could purchase themselves 7
    • Office of Small and Medium Enterprises (OSME) ©Copyright What does the Government buy?• Over 15,000 different types of goods and services are purchased• Goods include: cheese, horse saddles, paper clips, printers, sleeping bags, vehicles, etc.• Services include: business analysts, cleaning, consulting, instructors, systems architects, transportation, etc.• You can be sure to find a market for your product or service• Majority of contracts valued at under $76,600• Commodities List: https://www.achatsetventes-buyandsell.gc.ca/eng/commoditycodes 8
    • Office of Small and Medium Enterprises (OSME) ©CopyrightOffice of Small and Medi m Enterprises Medium Ente p ises Importance of SMEs• There are 2.4 million SMEs in Canada (~850,000 in Ontario): • SMEs are important to federal procurement • SMEs are competitive and innovative • Supporting SMEs supports the economy• In 2005 Public Works and Government Services Canada established the Office of Small and Medium Enterprises (OSME) to encourage SMEs to do business with the federal government government. The mandate of OSME is: • To assist Small and Medium Enterprises (SMEs) as they navigate the procurement system; • To represent the views of SMEs within the procurement system to ensure clear and transparent policies and tools 9
    • Office of Small and Medium Enterprises (OSME) ©Copyright Canadian Innovation Commercialization Program (CICP)• The CICP is a new, $40 million initiative, launched as part of the Government of Canada’s commitment to promote Canada’s economic growth as announced in Budget 2010.• Created to bolster innovation in Canada’s business sector, the CICP will help companies bridge the pre-commercialization gap for their innovative products and services.• Officially launched on September 24, 2010. y p ,• The CICP will target innovations in four priority areas: Environment; Safety and security; Health; and Enabling technologies.• The program will consist of four Calls for Proposals, which will include a full description of the Priority Areas and specific criteria for selection The first Call for Proposals was posted selection. on October 5, 2010 on MERX TM and closed on November 16, 2010. The next Call for Proposals is planned for Spring 2011.• For more information: • Visit www buyandsell gc ca/innovation www.buyandsell.gc.ca/innovation • Regularly visit www.merx.com to find detailed requirements for any open Call for Proposals and to obtain details on how to submit a proposal. • Contact OSME 10
    • Office of Small and Medium Enterprises (OSME) ©CopyrightWhat you need to do to become a supplier • Register Your Business • Proactively apply for Security Clearances • Promote Yourself • Search for Opportunities • pp Bid on Opportunities 11
    • Office of Small and Medium Enterprises (OSME) ©Copyrightwww.buyandsell.gc.cawww buyandsell gc ca 12
    • Office of Small and Medium Enterprises (OSME) ©Copyright Doing Business withthe Government of Canada Module 2Registering Your Business 13
    • Office of Small and Medium Enterprises (OSME) ©Copyright Overview• Supplier Registration Information (SRI) System• Professional Services Online (PS On-Line)• SELECT• Security Cl S it Clearance 14
    • Office of Small and Medium Enterprises (OSME) ©Copyright Supplier Registration Information (SRI) System• Directory of businesses accessible to all federal government buyers to identify potential suppliers• Register using your Canada Revenue Agency Business Number (GST/HST Number) and legal name• Register: • Online: https://srisupplier.contractscanada.gc.ca/ • By telephone: 1-800-811-1148 l h 800 8 8 15
    • Office of Small and Medium Enterprises (OSME) ©Copyright Why Register in SRI?• Mandatory to do business with PWGSC• Required to register in other PWGSC databases• Used for low-dollar value buys• Registration is free• You will be issued a Procurement Business Number (PBN) 16
    • Office of Small and Medium Enterprises (OSME) ©Copyright Tips for Registering in SRI• Registration is free and takes approximately 15 minutes if you have your CRA Business / GST N h B i Number b• Make sure you register using the exact same legal name you have registered with CRA• Make sure you choose all the commodities relevant to your y y products or services• Keep your information up to date 17
    • Office of Small and Medium Enterprises (OSME) ©Copyright Professional Services (PS) Online• Procurement tool for professional services in areas such as: • Information Technology f • Human Resources Management • Organizational Management • Project Management • Organization and Classification Services • Change Management / Organizational Development Services• Form of Supply Arrangement F fS l A t • Pre-qualification and Mini-RFP process • For professional services contracts up to $76,600• Contact: Sharon Dent at rcnspenligne.ncrpsonline@tpsgc-pwgsc.gc.ca• Visit: www.tpsgc-pwgsc.gc.ca/app-acq/sp-ps/index-eng.html www.tpsgc pwgsc.gc.ca/app acq/sp ps/index eng.html 18
    • Office of Small and Medium Enterprises (OSME) ©Copyright SELECT https://select.pwgsc-tpsgc.gc.ca• Database of approved suppliers in • Construction • Architecture • Engineering • Related maintenance and consulting services• Government buyers use it for contracts up to: • $76,600 – Architecture and Engineering • $100 000 – Construction and Trades $100,000 19
    • Office of Small and Medium Enterprises (OSME) ©Copyright Registering in SELECTYou will need your PBN and SRI username and password to register Construction/Maintenance Consulting Contract Contract • General company information • General company information • Specific Trades for which your • The provinces your firm is currently firm wishes to apply licensed or authorized to practice • Licence Data (if applicable) • E l Employee Q lifi i I f Qualification Information i • Reference Project Data • Project Information and Employee Responsibility on each project You must verify your information every 12 months 20
    • ©Copyright REGISTERING ON SELECTConstruction & Maintenance Contract Registration•You will be required to p o ide Yo ill eq i ed provide: – General company information – Specific Trades for which your firm wishes to apply – Li License D t (if you are registering for a licensed trade) Data i t i f li dt d ) – Reference Project Data 21
    • ©Copyright REGISTERING IN SELECTConsulting Contract Registration•You will be required to provide: You – General company information – The provinces (corresponding to Disciplines) in which your firm is currently licensed or authorized to practice – Employee Qualification Information – Project Information and Employee Responsibility on each project 22
    • ©Copyright HOW IS SELECT USED BY PWGSC?•SELECT is used to identify firms for the acquisition of: – Construction Services – Architectural and Engineering Services as well as Services in Services, related disciplines, and – Other Real Property Professional or Maintenance Services Services. 23
    • ©Copyright HOW IS SELECT USED BY PWGSC?Construction Services Contracts•For a requirement with an estimated value of up to $10K SELECT Fo eq i ement ith al e p $10K,will provide the names of 3 firms to the Project Manager, who willchoose one and negotiate with that firm. – Should negotiations fail, the Project Manager selects a name from the remaining firms and again begins negotiations. – If none of the three firms agrees to do the work, the Project Manager can request more names from SELECT. 24
    • ©Copyright HOW IS SELECT USED BY PWGSC?Construction Services Contracts (Cont’d)•For a requirement with an estimated value of between $10K and$100K, SELECT will provide the names of 5 qualified firms forcompetitive tenders (this is the default number). – With the current rate of response to invitations to tender, this number allows for effective competition and yields satisfactory results.•Requirements with an estimated value of more than $100K areprocessed through GETS (MERX) — typically through an Invitation toTender (ITT). 25
    • ©Copyright HOW IS SELECT USED BY PWGSC?General Services Contracts•It is not mandatory that SELECT be used. – This is because the SELECT database may not contain the names and qualifications records of firms in the area of services and expertise required. – When it is known that the database does or could contain the names and qualifications of such firms, Project Managers are encouraged to use SELECT. – If SELECT is not appropriate, requirements are processed through GETS (MERX) in a manner similar to the typical approach used in PWGSC. 26
    • ©Copyright HOW IS SELECT USED BY PWGSC?Architecture and Engineering Services Contracts•For a requirement with an estimated value of up to $10K SELECT $10K,will provide the names of 3 qualified firms to the Project Manager,who will choose one and enter into negotiations with that firm. – Should negotiations be unsuccessful, the Project Manager selects a name from the remaining firms and again undertakes negotiations. – If none of the three firms agrees to undertake the work, the Project Manager can request more names. 27
    • ©Copyright HOW IS SELECT USED BY PWGSC?Architecture and Engineering Services Contracts•For a requirement with an estimated value of between $10K and$76.6K$76 6K (currently NAFTA threshold), SELECT can provide the names threshold)of 5 firms for competitive proposals (called “mini-proposals”);however, this is rarely if ever done. – Typically, SELECT will provide one name and the Project yp y, p j Manager will negotiate with that firm. Should negotiations fail or the firm be unable to accept the work, the Project Manager can seek a new name from SELECT.•Requirements with an estimated value of more than $76.6K areprocessed through GETS (MERX)— typically a ‘Request for Proposals’(RFP) or via existing standing offers offers. 28
    • ©Copyright RECAP•You can register on SELECT for Construction and Maintenance orArchitecture, Engineering or related Real Property Consultingservices.•You will require a Procurement Business Number to register onSELECT.SELECT•Firms MUST have existed for at least three years to be eligible toregister in SELECT. g•Firms changing their legal status (name change, incorporation etc.)will not be eligible to register in SELECT for three years even thoughthey may have personnel with many years of experience experience. 29
    • Office of Small and Medium Enterprises (OSME) ©Copyright Security Clearances - When are they necessary?• Some government contracts require suppliers to have access to PROTECTED and/or CLASSIFIED information• You will need a reliability screening or security clearance to bid on, or to be awarded a contract when there are security requirements 30
    • Office of Small and Medium Enterprises (OSME) ©Copyright What are they?• An organization security screening/clearance determines whether an organization is eligible to access information and assets of the same or lower level as the screening/clearance being granted• Under the Government Security Policy, the Canadian Industrial Security Directorate (CISD) is responsible for security screening in the federal government including screening private sector companies and personnel and specifying security-required terms and conditions in classified contractual documents• ssi-iss.tpsgc-pwgsc.gc.ca 31
    • Office of Small and Medium Enterprises (OSME) ©Copyright Security Clearance - Levels Facility Security Clearance Designated Organization ScreeningNote thatN t th t screenings are progressive - a screening at any i i i tparticular level automatically encompasses the level(s) below 32
    • Office of Small and Medium Enterprises (OSME) ©Copyright Requesting documents for security …• Ontario Region John P Von Zuben P. Regional Chief Security & Emergency Preparedness PWGSC - Ontario Region 4900 Yonge St., Toronto ON M2N 6A6 E-mail: john.vonzuben@tpsgc-pwgsc.gc.ca Telephone: 416-512-5968 Facsimile: 416-952-6481• National Capital Area Region Tower C, Room 0C1-100A 11 Laurier Street, Gatineau, Quebec K1A 0S5 E-mail: ncr.osme@tpsgc-pwgsc.gc.ca Telephone: 1-800-811-1148 Facsimile: 819-956-6859 1 800 811 1148 819 956 6859 33
    • Office of Small and Medium Enterprises (OSME) ©Copyright Doing Business withthe Government of Canada Module 3 Promoting Yourself P ti Y lf 34
    • Office of Small and Medium Enterprises (OSME) ©Copyright Overview O e ie• Finding customers• Who should I talk to?• Other Resources 35
    • Office of Small and Medium Enterprises (OSME) ©Copyright Overview• How do I find customers? • Conduct research and gather intelligence • Identify opportunities • Promote yourself• Who should I talk to? • Commodity Managers • Materiel Managers • Decision Makers• Other Resources • Contract History database in Contracts Canada • Canadian Awards Database in MERXTM • Treasury Board Secretariat of Canada – Proactive Disclosure 36
    • Office of Small and Medium Enterprises (OSME) ©Copyright Delegation of AuthorityPWGSC (Minister) Sample of Departments and Agencies with – Highest Delegation for $25K delegation for goods: g g Goods, S i G d Services & Construction. • Agriculture and Agri-Food • Labour • Canadian Food Inspection • Natural Resources Agency • Public Safety and EmergencyDepartments & p • Canadian Heritageg p PreparednessAgencies • Citizenship and Immigration • Canada Border Services Agency • Foreign Affairs and • Royal Canadian Mounted Police – Services & Construction as International Trade • Transport per Treasury Board – • Environment • Economic Development Agency of up to $2m. $2m • P k Canada Parks C d Canada C d – Goods – $5K as per • Human Resources and • Office of the Commissioner of PWGSC. Skills Development Official Languages • Finance • Privy Council Office • Health • Fisheries and Oceans25 Ministers have a • Indian Affairs and Northern • Veterans Affairs$25K delegation for Development • Western Economic Diversification • Industry • National DefenceGoods. • Justice • Treasury Board 37
    • Office of Small and Medium Enterprises (OSME) ©Copyright Contacts 38
    • Office of Small and Medium Enterprises (OSME) ©CopyrightProcurement Allocations Directory (PAD)• Searchable database of key PWGSC commodity managers located at National Headquarters• Directory is organized by commodity• You can search for contacts by Goods, Services or Construction• Ask these contacts about how your goods or services are A k th t t b th d i purchased, including: • Purchasing cycles • Standing Offers / Supply Arrangements • Further contacts • Green considerations 39
    • Office of Small and Medium Enterprises (OSME) ©Copyright Searching PAD 40
    • Office of Small and Medium Enterprises (OSME) ©CopyrightDepartmental Materiel Managers Directory • Directory of Materiel Managers who manage purchasing in other departments and agencies • Organized by region and by department • Contact specific departments you are interested in selling to find out: • How they purchase • Who the end users are • Further contacts • Delegated authority 41
    • Office of Small and Medium Enterprises (OSME) ©CopyrightSearching for Materiel Managers 42
    • Office of Small and Medium Enterprises (OSME) ©CopyrightGovernment Electronic Directory Services (GEDS)• Internet-based address book of federal government employees• Use i U it to search – b d h by department or agency – f key for k contacts in your area of interest• Find th Fi d other contacts in the same divisions as those in PAD t t i th di i i th i and the Materiel Managers Directory• Identify decision makers and end users to market your goods and services• sage-geds.tpsgc-pwgsc.gc.ca sage-geds tpsgc-pwgsc gc ca 43
    • Office of Small and Medium Enterprises (OSME) ©Copyright Searching GEDS 44
    • Office of Small and Medium Enterprises (OSME) ©Copyright Other Resources• Previous Award Notices in Contract History Database• csi.contratscanada-contractscanada.gc.ca• Database of contracts awarded by PWGSC over the last 3 years• Search by Commodity, Customer, Vendor or Contract number• Find out: • Which departments and agencies use PWGSC to buy h hd d GSC b your goods/services • Contract value and successful bidder 45
    • Office of Small and Medium Enterprises (OSME) ©CopyrightContract History Database 46
    • Office of Small and Medium Enterprises (OSME) ©Copyright Other Resources• Accessing Canadian Awards in MERXTM• www.merx.com• Database of contracts awarded by Government of Canada over the last 3 years• Search by Commodity, Customer, Vendor or Contract number b• Find out: • Which departments and agencies use MERX to buy your goods/services • Contract value and successful bidder 47
    • Office of Small and Medium Enterprises (OSME) ©Copyright Other Resources• Treasury Board of Canada Secretariat (TBS) - Proactive Disclosure• www.tbs-sct.gc.ca/pd-dp/gr-rg/index-eng.asp• Links to departmental websites that disclose all contracts issued over $10,000• Organized by year/quarter• Find contract values and successful bidders ont a t al es s essf l bidde s 48
    • Office of Small and Medium Enterprises (OSME) ©Copyright Doing Business withthe Government of Canada Module 4Searching fS hi for O Opportunities t iti 49
    • Office of Small and Medium Enterprises (OSME) ©Copyright Overview O e ie• What is the Government Electronic Tendering Service?• What can I do on MERXTM?• Resources for SMEs 50
    • Office of Small and Medium Enterprises (OSME) ©Copyright What is theGovernment Electronic Tendering Service? • Government of C G t f Canada’s tendering system d ’ t d i t • Allows suppliers to search for bid opportunities online • Service is currently hosted on MERXTM • The only online tendering service used by federal government • Trade Agreements Thresholds have an impact on p g p postings g • PWGSC and other government departments post most opportunities over $25,000 on MERX™ • Federal government opportunities identified with the Canadian flag • www.merx.com 51
    • Office of Small and Medium Enterprises (OSME) ©Copyright Trade Ag eements Th esholds T ade Agreements Thresholds Agreement g Goods Services ConstructionAIT: Agreement on Internal $25,000 $100,000 $100,000TradeNAFTA: North American Free $27,300 $76,600 $9.9 millionTrade AgreementWTO AGP:WTO-AGP: World TradeOrganization - Agreement on $221,300 $221,300 $8.5 millionGovernment ProcurementOther: Canada-Chile Free Canada ChileTrade Agreement, Canada-Colombia Free Trade $76,600 $76,600 $8.5 millionAgreement, Canada-Peru FreeTrade Agreement 52
    • Office of Small and Medium Enterprises (OSME) ©Copyright What can I do on MERXTM ?• You can register on MERXTM with your PBN On MERX™ you can……… Action Registration CostSearch - view bidding Not required freeopportunitiesDownload – tender documents y yes freeReceive updates – on yes freedownloaded documentsView – previous awardsVi i d yes free fAutomatic Bid Matching – to yes Free/your provided profile(s) cost 53
    • Office of Small and Medium Enterprises (OSME) ©CopyrightSearching - MERX™ Homepage MERX • Opportunities sorted by industry type. y y yp • Shows new tenders published each day. 54
    • Office of Small and Medium Enterprises (OSME) ©Copyright Searching – MERXTM Opportunities Page • Closing / Deadline date and time • Region of d li R i f delivery • Preview / Order the solicitation documentCanadian Flag indicates Check the closing date to Check the region ofa federal government ensure you have enough deliveryopportunity time to prepare your proposal 55
    • Office of Small and Medium Enterprises (OSME) ©Copyright Resources for SMEs• www.buyandsell.gc.ca• OSME (Ontario Region): www.tpsgc-pwgsc.gc.ca/ontario/osme• Public Works and Government Services Canada: www.pwgsc.gc.ca• Supplier Registration Information: https://srisupplier.contractscanada.gc.ca• Professional Services Online (PS Online): www.tpsgc-pwgsc.gc.ca/app-acq/sp-ps/index-eng.html t / / /i d ht l• Other professional services: www.tpsgc-pwgsc.gc.ca/app-acq/sp-ps-eng.html• Communication and Printing services: www.tpsgc-pwgsc.gc.ca/app-acq/communications-eng.html 56
    • Office of Small and Medium Enterprises (OSME) ©Copyright Resources for SMEs• SELECT: https://select.pwgsc-tpsgc.gc.ca• MERX™: www.merx.com• Procurement Allocation Directory (PAD): pad.contractscanada.gc.ca• Departmental Materiel Managers Directory (DMMD): https://www.achatsetventes-buyandsell.gc.ca/eng/materielmanagers• Government Electronic Directory Services (GEDS): y ( ) sage-geds.tpsgc-pwgsc.gc.ca• Contract History (PWGSC) – Business Access Canada: csi.contractscanada.gc.ca• Find a Commodity Code (GSIN): https://www.achatsetventes-buyandsell.gc.ca/eng/commoditycodes 57
    • Office of Small and Medium Enterprises (OSME) ©Copyright Resources for SMEs• Procurement Strategy for Aboriginal Businesses (PSAB): www.ainc-inac.gc.ca/ecd/ab/psa/index-eng.asp• PSAB Aboriginal Business Directory (ABD): www.ic.gc.ca/app/ccc/sld/cmpny.do?tag=248&profileId=381&lang=eng• Canadian Company Capabilities Database: www.ic.gc.ca/eic/site/ccc-rec.nsf/eng/home• Treasury Board of Canada Secretariat (TBS) Proactive Disclosure: www.tbs-sct.gc.ca/pd-dp/gr-rg/index-eng.asp• Industrial Security Program- PWGSC: ssi-iss.tpsgc-pwgsc.gc.ca• Standard Acquisitions Clauses and Conditions Manual (SACC): sacc.pwgsc.gc.ca/sacc/index-e.jsp / /i d j• PWGSC Supply Manual: www.tpsgc-pwgsc.gc.ca/app-acq/ga-sm/index-eng.html 58
    • Office of Small and Medium Enterprises (OSME) ©Copyright Resources for SMEs• Access to Information and Privacy (ATIP): privcom.gc.ca• Office of Procurement Ombudsman (OPO): opo-boa.gc.ca• Canadian International Trade Tribunal (CITT): www.citt-tcce.gc.ca Other sites:• Canada Business: canadabusiness.ca• Service Canada – For Employers: www.servicecanada.gc.ca/employers• Canada Revenue Agency – Topics for Business: www.cra-arc.gc.ca/tx/bsnss• Ministry of Government Services (Province of Ontario): www.doingbusiness.mgs.gov.on.ca• MARCAN: www.marcan.net 59
    • Office of Small and Medium Enterprises (OSME) ©Copyright Questions? OSME Ontario Region Web Site www.pwgsc.gc.ca/ontario/osmeOSME Ontario Region Information Line 1-800-668-5378 1 800 668 5378 or 416 512 5577 416-512-5577 OSME Ontario Region E-mail ont.osme@pwgsc-tpsgc.gc.ca National Hot Line 1-800-811-1148 Thank You 60
    • Office of Small and Medium Enterprises (OSME) ©Copyright©CopyrightMinister of Public Works and Government Services, Canada 1999.All rights reserved. Permission is granted to electronically copy and to print inhard copy for internal use only. No part of this information may bereproduced, modified, or redistributed in any form or by any means, for anypurposes other than those noted above (including sales), without the priorwritten permission of the Minister of Public Works and Government Services,Ottawa, Ontario, Canada K1A 0S5. 61