CAN Saving ED program printing

Trade Agreement: NONE Tendering Procedures: The bidder must supply Canadian goods and/or services Attachment: YES (MERX) Electronic Competitive Procurement Strategy: Lowest/Lower Bid Comprehensive Land Claim Agreement: No Nature of Requirements: Canadian Saving Education program printing services

G9292-161176/A Werk(cw), Janet Telephone No. - (613) 998-3968 email: janet.werk@pwgsc-tpsgc.gc.ca

Employment and Social Development Canada- The Canada Education Savings Program (CESP) Targeted, Operational Printing Services

Employment and Social Development Canada requires services provided by a contractor including: processing of supplied data files, variable printing, and mail matching of multiple pieces, insertion and mail preparation for distribution of letters, ad-mail cards/ vouchers, inserts, factsheets and application forms to families across Canada on behalf of the Canada Education Savings Program (CESP). We can expect approximately 600 000 subscriptions per year. However, it is possible that this amount may increase or decrease.

The period of the Contract is from date of award to June 30, 2017 inclusive. The Contractor grants to Canada the irrevocable option to extend the term of the Contract by up to three (3) additional one (1) year period(s) under the same conditions.

There are security requirements associated with this requirement. For additional information, consult Part 6 - Security, Financial and Other Requirements, and Part 7 - Resulting Contract Clauses. For more information on personnel and organization security screening or security clauses, bidders should refer to the Industrial Security Program ISP) of Public Works and Government Services Canada (http://ssi-iss.tpsgc-pwgsc.gc.ca/index-eng.html) website

As per the Integrity Provisions under section 01 of Standard Instructions 2003 bidders must provide a list of all owners and/or Directors and other associated information as required. Refer to section 4.21 of the Supply Manual for additional information on the Integrity Provisions.

The requirement is limited to Canadian goods and/or services.

EVALUATION PROCEDURES AND BASIS OF SELECTION

Bids will be assessed in accordance with the entire requirement of the bid solicitation including the technical and financial evaluation criteria.

Technical Evaluation - Bidders MUST meet all the mandatory requirements of the RFP. No further consideration will be given to Bidders not meeting all the mandatory criteria.

M.1 CORPORATE EXPERIENCE

The Bidder must demonstrate that it has been contractually bound to a minimum of two (2) separate externalclients (outside of the Bidder's own company) to provide services as described in the Statement of Work. These two (2) contracts must have been started or completed on or after February 01, 2010.

During the evaluation, no corporate experience gained through internal clients will be accepted or reviewed.

Each of the two (2) contracts must demonstrate that all of the following services (M.1.1- M.1.4) were provided under the Contract:

M.1.1 Preparation of data sets of a minimum 100,000 records annually for:

i Variable Printing: consisting of multiple outputs with each output requiring the merging of static and variable information; ii Mailing: including address accuracy verification and correction.

M.1.2 Printing (Static) and Variable printing

i Printing of multiple outputs of varying sizes and various paper types and with each output requiring printing of variable information;

M.1.3 Mailing

i Mailing preparation with sortation and handling in accordance with Canada Post requirements for incentive letter mail pre-sort; ii matching and insertion of multiple variable items; iii insertion of additional inserts.

M.1.4 Storage of material for mailing

i Storage of material produced or supplied in advance of the printing and mailing activities.

Response Format

For EACH of the two (2) described contracts, the Bidder must provide the following information:

- The number of records prepared and processed annually; - A description of the work to demonstrate the contract requirements as specified to meet M.1.1.i, M1.1.ii, M.1.2.i, M.1.3.i, M.1.3.ii, M.1.3.iii, and M.1.4.i; - A description of the services provided to the Client to demonstrate each of the elements as specified to meet M.1.1.i, M1.1.ii, M.1.2.i, M.1.3.i, M.1.3.ii, M.1.3.iii, and M.1.4.i; - The contract start date or end date (example: March 2012 or April 10, 2013 or March 2012 to present); - Any activities undertaken by sub-contractors and/or joint venture partners; - The Contract title or reference number; - Client information for the contract including the client name (example: contact name or name of organization).

M.2 PROJECT MANAGER

The Bidder must identify an individual, and their role in the company, who will act as the Project Manager and single point of contact assigned to this contract to manage the implementation and on-going provision of the required services during the period of the Contract.

This designated Project Manager must have recently (since December 1, 2009) worked as the Project Manager for a contract requiring all of the following (M.2.1- M.2.4):

M.2.1 Preparation of data sets of a minimum 100,000 records annually for:

i Printing: consisting of multiple outputs with each output requiring the merging of static and variable information; ii Mailing: including address accuracy verification and correction.

M.2.2 Printing (Static) and Variable printing

i Printing of multiple outputs of varying sizes and various paper types and with each output requiring printing of variable information.

M.2.3 Mailing

i Mailing preparation with sortation and handling in accordance with Canada Post requirements for incentive letter mail pre-sort; ii Matching and insertion of multiple variable items; iii Insertion of additional inserts

M.2.4 Storage of material for mailing

i Storage of material produced or supplied in advance of the printing and mailing activities.

Response Format

The Bidder must provide the following information

- The name and contact information of the Project Manager; - The role of the Project Manager for the Contract; - The number of records prepared and processed annually; - A description of the of the work to demonstrate the contract requirements as specified to meet M.2.1.i, M.2.1.ii, M.2.2.i, M.2.3.i, M.2.3.ii, M.2.3.iii, and M.2.4.i; - A description of the services provided to the Client to demonstrate each of the elements as specified to meet M.2.1.i, M.2.1.ii, M.2.2.i, M.2.3.i, M.2.3.ii, M.2.3.iii, and M.2.4.i; - The contract start date or end date (example: March 2012 or April 10, 2013 or March 2012 to present); - The Contract title or reference number; - Client information for the contract including the client name (example: contact name or name of organization).

M.3 BUSINESS CONTINUITY PLAN

The Bidder must provide a Business Continuity Plan (BCP) detailing how it will maintain the supply of paper and envelopes, data processing, printing and variable printing, sorting and distribution to Canada Post (as per Canada Post requirements), storage of stock between mail outs, and secure shredding of return mail during events that would negatively impact the Bidder's normal operations.

The BCP must provide details to describe how the Bidder will maintain the supply of products and services as specified in the Annex A - Statement of Work to meet Canada Education Savings Program (CESP) requirements for EACH of the following activities (M.3.a - M.3.g):

M.3.a The supply of the required paper and envelopes for production; M.3.b The data processing part of the work; M.3.c The printing and variable printing parts of the work; M.3.d The insertion (brochures and inserts) and mail matching parts of the work; M.3.e Insertion, sorting, and distribution to Canada Post; M.3.f The storage of stock between mailouts; M.3.g The secure handling, processing and storing of Protected B information.

M.4 QUALITY ASSURANCE

The Bidder must provide a description of the how the Bidder will maintain the quality of products and services as specified in the Annex A - Statement of Work to meet Canada Education Savings Program (CESP) requirements for EACH of the following activities (M.4.a - M.4.h):

M.4.a The supply of the required paper and envelopes for production; M.4.b Data processing; M.4.c Printing and variable printing; M.4.d Insertion and mail matching; M.4.e Insertion, sorting, and distribution; M.4.f The storage of stock; M.4.g The secure handling, processing and storing of protected information; M.4.h The secure shredding of material.

Bidders MUST meet all the mandatory requirements of the RFP. No further consideration will be given to Bidders not meeting all the mandatory criteria.

Financial Evaluation

The Financial Evaluation will be based on the total aggregate price of the financial proposal using the Excel spreadsheet. Basis of Selection A bid must comply with the requirements of the bid solicitation and meet all mandatory technical evaluation criteria to be declared responsive. The responsive bid with the lowest evaluated price will be recommended for award of a contract.

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.