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Alternative Dispute Resolution

Solicitation number E60ZG-090005/E

Publication date

Closing date and time 2015/03/11 14:00 EDT

Last amendment date


    Description
    Trade Agreement: WTO-AGP/NAFTA/AIT/Canada FTAs with
    Peru/Colombia/Panama
    Tendering Procedures: All interested suppliers may submit a bid
    Attachment: None
    Competitive Procurement Strategy: Best Overall  Proposal
    Comprehensive Land Claim Agreement: No
    Nature of Requirements: 
    
    
    
    NOTICE OF PLANNED PROCUREMENT
    
    
    This Request for Standing Offer (RFSO) E60ZG-090005/E cancels
    and supersedes previous RFSO E60ZG-090005/D dated 2013/10/28
    with closing of 2013/11/12 at 2:00 PM EST.  
    
    1.0	Title: Alternative Dispute Resolution -Stream 4 - Commercial
    / Business - Part I Facilitated Discussion / Mediation
    
    2.0 	Objective
    
    This solicitation is issued to re-compete the requirement
    covered by Stream 4 - Part I Facilitated Discussion / Mediation
    only, under the previous solicitation E60ZG-090005/D.
    
    Instruction to Bidders
    
    1.	Current Standing Offers Holders (E60ZG-090005)
    The current Standing Offer Holders under E60ZG-090005 for Stream
    4, Part 1 have two options to submit an offer under this Request
    for Standing Offers (E60ZG-090005/E):
    
    Option 1:
    a)	For resources under the current standing offers:
    Since these resources have technically qualified in the original
    Request for Standing Offers (E60ZG-090005/C) under Stream 4,
    Part I and since this is a re-tender, should an Offeror propose
    the same technically qualified resources, the Offeror does not
    have to submit the technical information for these resources.
    PWGSC will consider them technically responsive under this
    Request for Standing Offers (E60ZG-090005/E) Stream 4, Part I.
    
    b)	New proposed resources:
    For all new proposed resources, the Offeror must provide all
    documentation (technical and certifications) to support
    compliance with the requirement.
    
    c)	Financial:
    The Offeror must complete the pricing schedule for all
    resources:  the proposed, technically qualified resources under
    the current standing offers and the new proposed resources. 
    
    Option 2:
    Submit a new offer and provide, for each proposed resource, all
    documentation to support compliance with the requirements
    (technical, financial and certifications).
    
    2.	New Offerors under this Request for Standing Offers
    (E60ZG-090005/E)
    Submit an offer and provide, for each proposed resources, all
    documentation to support compliance with the requirement
    (technical, financial and certifications).
    
    National Master Standing Offers for the provision of Alternative
    Dispute Resolution, Stream 4 Commercial / Business - Part I -
    Facilitated Discussion / Mediation services on an 'as and when
    requested' basis are being put in place to assist various
    Identified Users authorized to use the National Master Standing
    Offers to fulfill their individual requirements. The services
    described can be required in either one of the official language
    according to the Identified User's choice. Services will be
    required in various locations across Canada.
    
    
    
    
    
    Professional Services will be required within the following
    stream of service as identified below:
    
    Stream 4 - Commercial / Business - Part I - Facilitated
    Discussion / Mediation 
    
    PWGSC intends to authorize multiple Standing Offers for
    professional services to be provided in various locations across
    Canada as a result of this solicitation.  Each successful
    Offeror who will qualify will be issued a Standing Offer. 
    Offerors, who wish to do so, may submit the required information
    to demonstrate that in addition to meeting all the requirements
    to obtain a Standing Offer, they also meet the requirements to
    be considered as an Aboriginal business for the Set-aside
    Program for Aboriginal Business in Attachment 3 to Part 5 of the
    Request for Standing Offers.  
    
    3.0	Description of Services
    
    Stream 4 - Commercial / Business - Part I - Facilitated
    Discussion / Mediation 
    
    Alternative dispute resolution (ADR) for commercial or business
    matters is a voluntary process in which an impartial/neutral
    third person (the Offeror) assists participants involved in a
    business dispute to create a mutually acceptable solution to
    their problem. ADR processes for commercial or business matters
    include facilitated discussion or mediation.
    
    Mediation is a process which involves the use of techniques to
    improve the flow of information in a meeting between
    participants in a dispute.  It is procedural assistance provided
    to enable participants to communicate more effectively and move
    towards a possible agreement. It is an interest-based process to
    assist the participants in finding a mutually acceptable
    solution. Participants may sign an agreement to mediate and,
    upon conclusion, the settlement can also be verbal or written as
    agreed by the participants.
    
    A facilitated discussion shares all of the elements of mediation
    except for the formality of mediation, in which written
    agreements with the participants, as signatories, are optional.
    
    PART I - Facilitated Discussion / Mediation
    
    The Offeror must conduct facilitative discussion or mediation
    that involves a series of process stages, as appropriate:
    
    1. Pre-session preparation: enables the Offeror to obtain
    information on the problem generally understand the nature of
    the conflict, learn about the individual characteristics of the
    participants and gain an understanding about what each
    participant wants to resolve through the Commercial or Business
    ADR to structure an ADR process that is most useful and
    comfortable for the persons involved. It also enables the
    Offeror to explain to the participants what they can expect to
    happen, prepare participants and set parameters for the joint
    session(s).
    
    2. Introducing the process: sets the tone for the Commercial or
    Business ADR process, outlines expectations and establishes
    confidence in the process. 
    
    3. Identifying the issues and setting the agenda: provides
    opportunity for participants to tell their story, have an
    exchange of information to frame issues and priorities into
    agenda items.
    
    4. Exploring issues/interests: helps generate "complete"
    information and better understanding of what is important to
    build common ground and move from positions to interests.
    
    5. Generating options: helps identify possibilities to meet
    interests and evaluate options for developing creative, unique
    and durable settlement outcomes.
    
    6. Reaching Agreement: assists to package chosen option in
    sufficient detail to ensure durability of an agreement, and to
    articulate in writing, where applicable, the agreement reached.
    
    A. Model:
    
    The six-stage model outlined below is provided as a sample model
    only and may be adjusted according to the requirements of the
    particular Commercial or Business ADR process at hand. It
    provides a way to understand and discuss the key tasks and goals
    or each of the stages of the process.  The following is a point
    form description of a basic sample model, outlining six key
    stages and the essential tasks to be accomplished in each.
    
    Stage 1 - Pre-session preparation
    
    Make contact with all participants and/or their counsel as
    appropriate
    Meet separately, if appropriate
    Understand the conflict
    Orientation for participants to ADR process
    Assess appropriateness for an ADR process
    Structure the selected process
    Set date and place of joint first session
    
    Stage 2 - Introducing the process
    
    Set the tone
    Outline the process
    Explain guidelines
    Explain roles
    Determine authority to settle
    Obtain a commitment to the process
    Assess readiness to proceed
    
    Stage 3 - Identifying the issues and setting the agenda
    
    Opening statements
    Assist participants to priorities issues
    Set the agenda
    
    Stage 4 - Exploring issues/interests
    
    Facilitate communication and understanding
    Ensure understanding of the situation, issues and interests
    Maintain respectful exchange
    Identify common ground
    Articulate key interests
    Reframe the positions to interests
    Clarify assumptions
    
    Stage 5 - Generating options
    
    Assist participants in generating options that meet interests
    Explore implications
    Check for feasibility of options
    Test options against objective criteria
    Detail steps for implementation
    Assess the Best Alternative to a Negotiated Agreement (BATNA)
    Concretize options (who, what, when where)
    
    
    
    Stage 6 - Reaching agreement
    
    Define the final terms of the chosen option
    Assist participants in writing an agreement, if applicable
    Construct a contingency and ADR clause in agreement, if
    applicable
    Have participants sign the agreement, if applicable
    Determine basis and plan for evaluation
    
    B.	Deliverables:
    
    Required deliverables may include but are not limited to:
    
    Confirmation of meeting with participants;
    Signed Agreement to mediate (as applicable);
    Signed Disposition Statement;
    Signed Minutes of Settlement or Statement of Partial Resolution
    (if achieved/ applicable)
    Rationale for inability to conclude matter (if applicable);
    Completion of Data Collection forms as required by the
    Identified User (as applicable); and
    Participants' Evaluation of the ADR practitioner(s).
    	
    4.0	Period of the Standing Offer
    
    The period for making call-ups against the Standing Offer is
    from the date of issuance of the Standing Offer for to April 30,
    2016.
    
    4.1	Period beyond the Initial Period of the Standing Offer
    
    If the Standing Offer is authorized for use beyond the initial
    period, the Offeror offers to extend its offer for an additional
    two (2) periods of one (1) year each, under the same conditions
    and at the rates or prices specified in the Standing Offer, or
    at the rates or prices calculated in accordance with the formula
    specified in the Standing Offer.
    
    5.0	Security Requirements
    
    Various requirements procured under the Standing Offer may be
    subject to security requirements. Solicitation includes three
    (3) generic Security Requirement Check Lists (SRCL), which PWGSC
    anticipates will satisfy most security requirements associated
    with individual Call-ups issued against the Standing Offer.
    
    6.0	Mandatory Requirements
    
    Alternative Dispute Resolution - Stream 4 - Commercial /
    Business - Part I Facilitated Discussion / Mediation
    
    Part I - Facilitated Discussion / Mediation
    
    M.1	The Offeror must provide the names of each of the proposed
    resource(s), and demonstrate that each resource has a minimum of
    five (5) years experience relevant to the work stream as
    described in the statement of work at the time of bid closing.
    To demonstrate the experience, the Offeror must clearly indicate
    where, when and how the stated qualifications or experience of
    the proposed resources were acquired.
    
    M.2	The Offeror must demonstrate that each proposed resource(s)
    has started and completed within the last five (5) years, either
    in the public or private sector, a minimum of ten (10) projects
    demonstrating experience providing mediation services related to
    business or contract disputes, at the time of bid closing.
    
    For three (3) of the projects submitted above, the following
    information must, as a minimum, be provided:
    
    Name of the client organization including name of the client
    reference, (telephone number and e-mail address if available)
    client reference may be contacted to verify the information
    contained within; 
    Brief description of the Scope and Objective of the project to
    clearly show relevancy of the project;
    Description of the resource's role in the project; 
    Start and end dates of the project (month/year to month/year);
    and 
    Level of effort (in hours).
    
    M.3	The Offeror must demonstrate that each proposed resource(s)
    has received at least 175 hours of formal training in
    Alternative Dispute Resolution (ADR), of which a minimum of 100
    hours is specific to mediation, received from any training
    organization OR demonstrate they are members in good standing of
    a recognized institution* that certifies experience or a
    combination of experience and education at the time of offer
    closing. In order to demonstrate successful completion of the
    required training, a copy of the certificate, diploma or
    certification from a recognized institution must be submitted.  
    
    *A recognized institution is a training organization that
    receives public funding such as schools, colleges or
    universities or private for profit organization that can
    demonstrate it has a developed training program and has offered
    this training for at least 5 years.
    
    7.0	Basis of Selection
    
    To be declared responsive, an offer must:
    
    (a)	comply with all the requirements of the Request for Standing
    Offers (RFSO); and 
    (b)	meet all mandatory technical evaluation criteria; and
    (c)	average all-inclusive daily rate must not be 20% higher than
    the median calculated from all responsive resources.
    
    All Offerors who are compliant with the requirements of the
    Request for Standing Offers and meet all mandatory and financial
    technical evaluation criteria will be issued a standing offer.
    
    8.0	Standing Offer Authority
    
    The Standing Offer Authority is:
    
    Christine Habash
    Supply Specialist
    Public Works and Government Services Canada
    Acquisitions Branch
    Professional Services Procurement Directorate 
    Portage III 10C1
    11 Laurier Street
    Gatineau, Quebec
    K1A 0S5
    
    Telephone:  819-956-7852
    Facsimile: 819-956-2675
    E-mail address: christine.habash@tpsgc-pwgsc.gc.ca
    
    OFFERORS WHO ARE INTERESTED IN SUBMITTING AN OFFER SHOULD ORDER
    THE SOLICITATION DOCUMENT ON https://buyandsell.gc.ca/ AND
    FOLLOW ALL THE INSTRUCTIONS.
    
    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.

    Contract duration

    Refer to the description above for full details.

    Trade agreements

    • World Trade Organization Agreement on Government Procurement (WTO GPA)
    • Canada-Panama Free Trade Agreement
    • Agreement on Internal Trade (AIT)
    • Canada-Colombia Free Trade Agreement
    • Canada-Peru Free Trade Agreement (CPFTA)
    • North American Free Trade Agreement (NAFTA)

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    Contact information

    Contracting organization

    Organization
    Public Works and Government Services Canada
    Address
    11 Laurier St, Phase III, Place du Portage
    Gatineau, Quebec, K1A 0S5
    Canada
    Contracting authority
    Christine Habash
    Phone
    (819) 956-7852 ( )
    Fax
    (819) 956-2675
    Address
    11 Laurier St. / 11, rue Laurier
    10C1, Place du Portage
    Gatineau, Québec, K1A 0S5

    Buying organization(s)

    Organization
    Public Works and Government Services Canada
    Address
    11 Laurier St, Phase III, Place du Portage
    Gatineau, Quebec, K1A 0S5
    Canada
    Bidding details

    Full details regarding this tender opportunity are available in the documents below. Click on the document name to download the file. Contact the contracting officer if you have any questions regarding these documents.

    Tender documents
    Document title Amendment no. Language Unique downloads Date added
    003
    French
    11
    003
    English
    20
    002
    French
    10
    002
    English
    19
    001
    French
    8
    001
    English
    26
    000
    French
    26
    000
    English
    112

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    Summary information

    Notice type
    Request for Proposal
    Language(s)
    English, French
    Region(s) of delivery
    Alberta
    ,
    British Columbia
    ,
    Manitoba
    ,
    New Brunswick
    ,
    Newfoundland and Labrador
    ,
    Nova Scotia
    ,
    Northwest Territories
    ,
    Nunavut Territory
    ,
    Ontario (except NCR)
    ,
    Prince Edward Island
    ,
    Quebec (except NCR)
    ,
    Saskatchewan
    ,
    Yukon
    ,
    National Capital Region (NCR)
    Procurement method
    Competitive – Open Bidding
    Selection criteria
    Highest Combined Rating of Technical Merit and Price

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