Professional reports detailing the market for document capture software

Advance Contract Award Notice

An ACAN is a public notice indicating to the supplier community that a department or agency intends to award a contract for goods, services or construction to a pre-identified supplier, thereby allowing other suppliers to signal their interest in bidding, by submitting a statement of capabilities.If no supplier submits a statement of capabilities that meets the requirements set out in the ACAN, on or before the closing date stated in the ACAN, the contracting officer may then proceed with the award to the pre-identified supplier.

Definition of the requirement

PSPC is involved in document capture and digitization, form processing, OCR and barcode recognition, intelligent document recognition and categorization of unstructured documents. PSPC supports the Digital Canada 150 initiative, a 2013 plan to guide federal departments and agencies into the digital future. The mandate includes the digitization of government documents and support for Open Government and the Accessible Canada Act. In order to meet an increasingly-complex growing demand in a timely and effective manner, PSPC has broadened its document imaging services to provide end-to-end managed services as a Common Service provider to federal government departments and agencies by establishing multi-vendor document imaging contracts. Also, PSPC is constantly looking forward to developing new expertise related to document digitization in order to increase the variety and volume of the imaged documents. PSPC is looking for expertise and reports in order to maintain its successful position in the market. We also need the reports to direct our actions and support our decisions related to the future of our business. We want to have expert analysis to guide our business towards future needs and industry trends. The reports must include a complete coverage of the world capture software market, an expert analysis of the market and comments on industry, trends, events and any other important information on market development. The work will involve the following: In order to support PSPC’s business and to help plan activities on a short and long-term basis, professional reports, sent in PDF format, are needed, detailing the market for document capture software. The reports need to be used and consulted by at least three users in our organization. The following relevant information is required in the reports:

Projection of the total global market over a three-year period with details on the best practices (how to acquire documents, information source, media type, etc.) Information on major vendors with details on their services and location, revenues, strengths, weaknesses, opportunities, threats, expected direction. Sales made and planned for this actual fiscal year per major country/region including (but not limited to): Canada, United States, and Europe.

PSPC is looking to have a one (1) contract year plus two (2) option years. The contractor must offer, starting April 1st, 2020 as well as in each of the option years, the following deliverables:

These quarterly reports in pdf format via email: Global market report and analysis for the current year Industry major vendor report and analysis for the current year Vertical market report and analysis for the current year

Up to eight (8) hours of phone counseling provided by an expert analyst

Optional deliverable in each year: One optional day on-site visit (8 hours) by an expert analyst for strategy review and market discussion 3. Criteria for assessment of the Statement of Capabilities (Minimum Essential Requirements) Any interested supplier must demonstrate by way of a statement of capabilities that it meets the following requirements:

Experience; The resource must have produced an annual analysis of the global document imaging industry in each of the past 10 years The resource must have a minimum of 10 years of experience in global document imaging industry analysis The resource must have a minimum of 15 years’ experience as an expert analyst in the field of document imaging in the last 25 years.

Academic qualifications The resource must have must possess, at a minimum, either An undergraduate degree and 10 years of work experience in the capture field, or 15 years of experience in the capture field

Professional designation, accreditation, and/or certification The resource must possess, at a minimum, one of the following: vendor certifications or accreditations related to capture products, or work experience with the Association for Intelligent Information Management (AIIM), or accreditations with the Association for Intelligent Information Management (AIIM), or at least one (1) published articles or white papers on the capture industry in the last 15 years.

4. Applicability of the trade agreement(s) to the procurement Canadian Free Trade Agreement Canada Korea Free Trade Agreement 5. Justification for the Pre-Identified Supplier Our business is all about digitalization; we need to have access to the best and latest analysis of the document capture software market. Harvey Spencer and Associates (HSA) is renowned worldwide as being the premier specialist company following the document capture market. We need access to two different things. First one being the worldwide analysis and second one being the access to an expert analyst for consultation. Since our business is always evolving, we need to follow the trends and be up to date on what’s coming up in the document capture software market. We have to stay competitive and be ready to respond to our current and our future clients’ needs. HSA’s reports are recognized to be the standard for study of the worldwide market for software used to capture documents. Having access to these renowned documents will insure our business success. Last but not least, having access to HSA expert for consultation and advice about our strategy review and market-related concerns is strategically advantageous for us. The document capture software market is quickly evolving and we need to have access to a renowned expert in the analysis of this particular market.  6. Government Contracts Regulations Exception(s) The following exception(s) to the Government Contracts Regulations is invoked for this procurement under subsection 6(d) - "only one person is capable of performing the work". 7. Exclusions and/or Limited Tendering Reasons NONE 8. Period of the proposed contract or delivery date The original contract period will be from April 1, 2020 award to March 31, 2021. There are 2 option years as well.  9. Cost estimate of the proposed contract The estimated value of the contract is up to $76,500 USD, applicable taxes extra. 10. Name and address of the pre-identified supplier Harvey Spencer Associates, Inc. PO Box 732, Northport, New York, United States, 11768 11. Suppliers' right to submit a statement of capabilities Suppliers who consider themselves fully qualified and available to provide the goods, services or construction services described in the ACAN may submit a statement of capabilities in writing to the contact person identified in this notice on or before the closing date of this notice. The statement of capabilities must clearly demonstrate how the supplier meets the advertised requirements. 12. Closing date for a submission of a statement of capabilities The closing date and time for accepting statements of capabilities is at 2:00 p.m. EST. 13. Inquiries and submission of statements of capabilities Inquiries and statements of capabilities are to be directed to: Anne Samson Supply Specialist, Materiel Management Directorate Finance and Administration Branch Public Works and Government Services Canada 300 Laurier Street, LEL West Tower, 9th Floor, station 9112, Ottawa, On, K1A 0S5 Telephone: 873-354-7422 E-mail address: anne.samson@pwgsc-tpsgc.gc.ca