RESOURCE ALIGNMENT REVIEW OF SHARED SERVICES CANADA

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PROJECT TITLE

Resource Alignment Review of Shared Services Canada

OBJECTIVE

Canada requires an independent review, which will inform the Government of Canada’s way forward for the delivery of modernized IT infrastructure services (the Independent Review).

BACKGROUND

Shared Services Canada (SSC), a department of the Government of Canada (GC), was created in 2011 to function as a central service-provider for the delivery of information technology (IT) services to 43 of the largest GC departments and agencies (SSC Partners): email services, data centre services, telecommunications network services, and the security services related to these IT services. SSC also provides Workplace Technology Device hardware and software services forall of the GC.

SSC has a mandate to transform the government’s existing IT infrastructure services through modernization, standardization, and consolidation. While transforming the services, SSC is also responsible for maintaining the level of IT service and security as well as providing value to the GC. Although IT infrastructure is managed by SSC, Partners remain responsible for managing their own applications, data, and desktop devices that they use to deliver their programs to the public. As well, Partners retain overall accountability and ownership of their own data. To ensure that Partners can deliver programs to Canadians, SSC must provide reliable, efficient, and secure infrastructure services.

In 2013, SSC developed a seven-year transformation plan to consolidate, standardize, and modernize the Government of Canada email, data centres, and network services to improve service, enhance security, and generate savings. SSC committed to maintain and improve the level of IT services and security during the transformation. As part of its approach to maintaining IT services, SSC committed to maintaining legacy infrastructure; however, departments and agencies will depend less on the legacy infrastructure as the individual transformation initiatives are completed.

The 2015 Fall Report of the Auditor General of Canada included a number of recommendations on four key weaknesses found in SSC’s implementation of government IT shared services. Partially in response to the findings highlighted in the Auditor General’s Report, SSC is currently undergoing a self-directed progress assessment on the delivery of its service responsibilities and its transformation plan objectives and milestones. As part of this progress assessment, SSC will articulate a comprehensive plan that sets out how it will deliver enterprise IT infrastructure services to meet the needs of Government of Canada Partners and Clients. The strategy will reflect SSC’s overall approach to providing legacy and transformed services at defined levels, the role of Partners within the strategy, how Partner and client needs will be considered and addressed, how the approach results in the best value to Canadians, and be aligned with the Government of Canada IT Strategic Plan 2016 - 2020.

To assist SSC in its transformation, Treasury Board Secretariat will commission an Independent Review which will inform the Government of Canada’s way forward for the delivery of modernized IT infrastructure services. To ensure due diligence, theContractor must convene a panel of prominent IT professionals (Expert Panel) to provide direction on the Independent Review by identifying key areas of focus, challenging and enhancing the Contractor’s findings and deliverables.

SCOPE

The scope of work includes the following: Work Area 1: Review of large-scale IT infrastructure Work Area 2: Legacy IT Infrastructure Work Area 3: Enterprise Transformation of IT Infrastructure

The Independent Review undertaken by the Contractor must be basedupon research and analysis including, but not limited to the resources listed in Section 5 - Resources. The Independent Review must also reflect best practices for enterprise IT implementation and management, domestically and abroad. To this end, the Contractor must provide:

1. Advice and recommendations for delivery of large-scale IT infrastructure; 2. An assessment and recommendations regarding SSC’s plans to maintain the Government of Canada’s legacy IT infrastructure, including essential upgrades; and 3. A review and recommendations regarding SSC’s IT transformation plans, implementation approaches and related risk, and SSC’s capacity to enhance its operations and business capabilities.

PERIOD OF CONTRACT

The Treasury Board Secretariat requires the services from the date of contract award until March 31, 2017 with an irrevocable option to extend the period of the contract by one (1) additional one (1) year period under the same terms and conditions.

SECURITY REQUIREMENT

The following security requirement (SRCL and related clauses provided by the Industrial Security Program (ISP) apply and form part of the Contract:

1. The Contractor/Offeror must, at all times during the performance of the Contract/Standing Offer, hold a valid Designated Organization Screening (DOS), issued by the Canadian Industrial Security Directorate (CISD), Public Works and Government Services Canada (PWGSC). 2. The Contractor/Offeror personnel requiring access to PROTECTED information, assets or sensitive work site(s) must EACH hold a valid RELIABILITY STATUS, granted or approved by CISD/PWGSC.

3. The Contractor/Offeror MUST NOT remove any PROTECTED information or assets from the identified work site(s), and the Contractor/Offeror must ensurethat its personnel are made aware of and comply with this restriction.

4. Subcontracts which contain security requirements are NOT to be awarded without the prior written permission of CISD/PWGSC.

5. The Contractor/Offeror must comply with the provisions of the

(a) Security Requirements Check List and security guide (if applicable), attached at Annex C; (b) Industrial Security Manual (Latest Edition).

MANDATORY CRITERIA

MT1: At bid solicitation closing date, the bidder must have experience in completing reviews similar in scope to the SOW for large-scale IT projects*.

The bidder must demonstrate this experience through a minimum of three (3) distinct and completed reviews over the last ten (10) years. Each of the three reviewsmust include all of the following:

M1.1 reviewing or planning transformations of enterprise IT environments, including associated business models, financials, processes, and governance, which demonstrate success in: a) approval of recommendations b) successful implementation of some recommendations by executive-level clients

M1.2 analyzing and developing recommendations to address identified risks and gaps based on that analysis, which demonstrated success in: a) approval of recommendations b) successful implementation of some recommendations by executive-level clients

For each project, the Bidder must provide; • details as to where, when, and how the stated experience was obtained; • company or organization name and client contact information; • project name, project duration (from-to dates)

* A large-scale IT project is defined as a project in government or industry valued at over $100M

MT2: The Bidder must propose a distinct resource for each category listed below and described in Annex A of the SOW: - Project Leader - Organization and Change Consultant - Business Architect - Risk Management/Quality Assurance Specialist - Financial Specialist

The Bidder must propose a back-up resource for the Project Leader as described in Annex A of the SOW.

The Bidder must provide a detailed curriculum vitae (CV) for each of the identified resources. The CV must include the following information: - Full name of the individual proposed; - Education/Academic qualifications; and - A profile of the individual proposed describing the areas of experience for completing the work identified for this requirement in the Statement of Work.

MT3: The Bidder must propose an Expert Panel that must contain a minimum of 3 and amaximum of 5 members, who must not be currently employed by the Bidder, including the parent, subsidiaries or other affiliates of the Bidder.

Each panel member must be a senior-level executive* or must have been a senior-level executive* within the last five years in the public or private sector.

At least one (1) member of the panel must have a minimum of twenty (20) years of experience in the IT field, with ten (10) years of experience as CIO of large government organizations** and/or equivalent in a large company***.

Together, the members of the panel must have experience in leading and delivering large-scale IT transformation initiatives with a combination of public and private sector experience from an IT and non-IT background. At least 1 member of the panel must have Canadian experience in leading IT transformations.

The Bidder must provide a curriculum vitae (CV) for each of the identified panel members. The CV must include the following information: • Full name of the individual proposed; • Education/Academic qualifications; and • A profile of the individual proposed describing their experience qualifying them for membership on the expert panel.

* Senior-level executive is defined as an Assistant Deputy Minister level in the public service or a C-Suite position in the private sector. ** A large government organization is defined as having an annual budget greater than $1B *** A large company is defined as having annual revenue greater than $5B

BASIS OF SELECTION

Basis of Selection - Highest Combined Rating of Technical Merit [90%] and Price [10%]

CONTRACTING AUTHORITY

Name: Ivan Lavergne Title: Supply Team Leader Public Works and Government Services Canada Acquisitions Branch Directorate: Business Management and Consulting Services Division Address:11 Laurier Street, Portage III, 10C1, Ottawa, Ontario, K1A 0S5

Telephone: (873) 469-3959 Facsimile: (819) 956-2675 E-mail address: ivan.lavergne@tpsgc-pwgsc.gc.ca

Delivery Date: Above-mentioned

The Crown retains the right to negotiate with suppliers on any procurement.

Documents may be submitted in either official language of Canada.