Market Research

Trade Agreement: Agreement on Internal Trade (AIT)
Tendering Procedures: All interested suppliers may submit a bid
Competitive Procurement Strategy: Best Overall  Proposal
Comprehensive Land Claim Agreement: No
Nature of Requirements: 

Market Research

23145-171754/A
Amaral, Paola
Telephone No. - (613) 998-8588


NATURE OF REQUIREMENT 

Public Works and Government Services Canada (PWGSC), on behalf of Natural Resources Canada (NRCan), is seeking for a contractor to an
alyze the current fenestration market (windows, doors, and skylights) 
in Canada and to develop a strategy to increase its energy efficiency 
by 2030. 


SOURCING

The requirement is subject to the provisions of the Agreement on Internal Trade (AIT).


EVALUATION CRITERIA 

MANDATORY EVALUATION CRITERIA

M.1 PRIMARY RESOURCE

The Bidder MUST identify one (1) individual who they propose to act as 
a Primary Resource, and provide a copy of their current CV.


M.2  EDUCATION / EXPERIENCE - PRIMARY RESOURCE

The proposed Primary Resource in M.1 MUST have:

a) a post-secondary degree in Engineering or Science from a recognized Canadian university or the equivalent as established by a recognized Canadian academic credentials service* if obtained outside Canada, AND at least five (5) years of experience testing or certifying fenest
ration products or consulting in the area of fenestration or managing/selling fenestration products for a fenestration manufacturer during the period of January01, 2010 to the date of bid closing;

OR

b) a post-secondary diploma or certificate in Engineering Technology from a recognized Canadian university or college, or the equivalent as established by a recognized Canadian academic credentials service* if obtained outside Canada, AND at least eight (8) years of experience testing or certifying fenestration products or consulting in the area of fenes

tration or managing/selling fenestration products for a fenestration manufacturer during the period of January 01, 2010 to the date of bid closing;

*The list of recognized organizations can be found under the Canadian Information Centre for International Credentials website, at the following internet link: http://www.cicic.ca/indexe.stm


M.3  SAMPLE REPORTS - PRIMARY RESOURCE

To demonstrate of the proposed Primary Resource’s experience, the 
Bidder MUST submit two (2) technical or marketing reports pertaining to 

fenestration products managed by the Primary Resource and completed during the period of January 01, 2010 to the date of bid closing;

Each project sample submitted must meet the following criteria:

• Must be at least 2 pages in length (single spaced)
• Must demonstrate a component of analysis (i.e. not just a descriptive 

report)

Note: Reports submitted will be evaluated in the Point Rated Technical Evaluation R.7 - Primary Resource - Report Writing. 


M.4  FINANCIAL PROPOSAL / BASIS OF PAYMENT 

The Bidder must provide complete costing information strictly in accordance with Annex “B” Pricing and List of Deliverables. 


POINT RATED EVALUATION CRITERIA

R.1: KNOWLEDGE OF THE FENESTRATION INDUSTRY IN CANADA 

The bidder should provide a detailed summary of their knowledge of the fenestration industry in Canada for each of the following fenestration sub-categories:

a) Windows and doors intended for installation in a low-rise re
sidential building (National Building Code Part 9).
b) Skylights intended for installation in a low-rise residential building (National Building Code Part 9).
c) Windows intended for installation in a high-rise residential or ot
her commercial buildings (National Building Code other than or non-Part 
9)
.

Each summary should only detail one sub-category. The combined 
summaries should not exceed three (3) pages.


R.2: PROJECT MANAGEMENT SAMPLES

The Bidder should provide a description of the two (2) projects in 
which the Bidder participated in a professional capacity, and should include the following elements for each project:

a) Project title, client name, and industry sector;
b) Planned and actual dollar values;
c) Planned start and finish dates and actual start and finish dates; 
and   
d) Attestation: The bidder should submit a brief attestation of performance signed by the client for each project submitted. The attestations should clearly reference the specific project and state that the work was conducted to the satisfaction of the client. A client attest

ation template is included as Annex “E”. 


R.3: PROJECT EXPERIENCE SAMPLES

The Bidder should provide a summary of two (2) projects (cannot be the same two projects submitted in R.1) in which the Bidder participated in a 

professional capacity. The projects’ start dates shouldbe after 
January 01, 2010.

Each project summary should include a description of the project, including:

a) Project title, client name and industry sector;
b) Nature of services provided, product category and project 
objectives;
c) Topics addressed and relative to energy efficiency;
d) Attestation: The bidder should submit a brief attestation of performance signed by the client for each project submitted. The attestations should clearly reference the specific project and state that the workwas conducted to the satisfaction of the client. A client attest

ation template is included as Annex “E”. 

Each project summary should not exceed one (1) page.


R.4:  KNOWLEDGE OF REGULATORY AND STANDARDS DEVELOPMENT PROCESS IN A CANADIAN CONTEXT

The Bidder should demonstrate knowledge of current regional, national and international activities related to fenestration products. 

In an essay format, the Bidder should answer the following:

a) Describe the Canadian standards development process.
b) Describe the Canadian energy efficiency regulatory process.
c) Identify Canadian market barriers and trends regarding fenestration products.
d) Provide an overview of another energy efficiency program or regulatory process, at the regional, national, or international level, which has an impact on the Canadian market for fenestration products.
e) Provide an overview of the Canadian market for fenestration produc
ts, and identify approaches used to determine product costs, shipments and sales figures.

The combined essay should not exceed three (3) pages and should clearly 
iden
tify the questions being addressed.


R.5:  KNOWLEDGE OF MARKET TRANSFORMATION PROGRAMS IN A CANADIAN CONTEXT

The Bidder should demonstrate knowledge of current regional and 
national activities related to fenestration products. 

In an essay format, the Bidder should answer the following:

a) Describe how a market transformation program works to increase 
energy efficiency in the marketplace.
b) Provide an overview of a current national or regional market transformation program in Canada with respect to fenestration products.

The combined essay should not exceed three (3) pages and should clearly 

identify the questions being addressed.


R.6:  PRIMARY RESOURCE - PROJECT EXPERIENCE

The Bidder should provide a description of one (1) project related to energy efficiency, in which the proposed Primary Resource participated as lead technical expert, other than the projects submitted under R2. The projects’ start dates should be after January 01, 2010.

The project summary should include a description of the project, including:

• Nature of services provided;
• Product category; 
• Project objectives;
• Topics addressed; 
• Approach employed; 
• Relation to energy efficiency; and
• Role of the Primary Resource

The project description should not exceed two (2) pages.


R.7:  PRIMARY RESOURCE - TECHNICAL EXPERIENCE 

Within the context of an energy efficiency market transformation 
program in Canada, the Bidder should provide a description outlining 
the proposed Primary Resource’s experience in the following areas of expertise, as described in Sections A.4 to A.10 of Annex A of the Statement of Work.:

• Task 1:Technical Assessment;
• Task 2: Market Assessment;
• Task 3: Selection of Benchmarks;
• Task 4: Benchmark Analysis;
• Task 5: Stakeholder Database;
• Task 6: Dealer and Consumer Impacts;
• Task 7: Assessment of Possible ENERGY STAR Program Changes

The combined descriptions should not exceed three (3) pages.


R.8:  PRIMARY RESOURCE - REPORT WRITING

The Bidder’s Primary Resource should be able to write and present reports effectively.

As outlined in M.3, the Bidder must provide two reports authored by the 

proposed Primary Resource.

The quality of the submitted projects will be rated based the following 

criteria:

a) Concise and effective writing;
b) Spelling and grammar; and
c) Quality of data presentation.


R.9:  PARTICIPATION IN COMMITTEES AND ASSOCIATIONS

The Bidder should provide the names of committees, councils, associations, or any other organizations related to fenestration products or energy efficiency in which the Bidder or the proposed Primary Resource is a member.

In addition, the Bidder should specify the nature, and provide documentation of, the Bidder’s or the proposed Primary Resource’s participation in standards development activities.

As an example, membership in CSA Group, ASTM, Fenestration Canada, and Consortium for Energy Efficiency (CEE) committees would be acceptable, provided they are committees related to fenestration products.


R.10: DATA COLLECTION METHODOLOGY

The Bidder should provide a proposed description of the methodology and rese

arch procedures for Tasks 2, 5 and 6 as per the table below. Bidders should provide a rationale for these choices as part of their proposal, as

 well as address the rationale for the approach and a description of potential challenges/problems that could arise and how each will be addressed. 


BASIS OF SELECTION

Highest Combined Rating of Technical Merit and Price 

1. To be declared responsive, a bid must: 

a. comply with all the requirements of the bid solicitation; and 

b. meet all mandatory criteria; and 

c. obtain the required minimum points specified for each criterion for the technical evaluation, and 

d. obtain the required minimum of 113 points overall for the technical evaluation criteria which are subject to point rating. The rating is performed on a scale of 200 points. 

2. Bids not meeting (a) or (b) or (c) and (d) will be declared non-responsive. 

3. The selection will be based on the highest responsive combined ra
ting of technical merit and price. The ratio will be 70% for the technical merit and 30% for the price. 

4. To establish the technical merit score, the overall technical score for each responsive bid will be determined as follows: total number of points obtained / maximum number of points available multiplied by the ratio of 70%. 

5. To establish the pricing score, each firm price or rate will be prorated against the lowest firm price or rate for each individual category of service. The ratio of 30% will be calculated as follows: Lowest Bid Evaluation Value (BEV) multiplied by 30 points divided by Bidder’s Bid Evaluation Value (BEV) = Total Weighted Financial Score. 

6. For each responsive bid, the technical merit score and the pricing score will be added to determine its combined rating.

7. Neither the responsive bid obtaining the highest technical score nor the one wi

th the lowest evaluated price will necessarily be accepted. The responsive bid with the highest combined rating of technical merit and pricewill be recommended for award of a contract. 


All inquiries regarding aspects of this request for proposal should be e-mailed to: 
Paola.Amaral@pwgsc-tpsgc.gc.ca

All solicitation documents must be obtained through http://buyandsell.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.