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Supply Arrangement for Task-Based Professional Services

Annex "A" Streams And Categories

The following is a list of all Streams and Categories covered under this method of supply.

Flexible Grid

Each Stream of services has its own flexible grid. The flexible grid indicates the minimum level of points required to qualify for each Level of Expertise. Various amounts of points are given for relevant education, professional certification and relevant experience. The flexible grid must be used for all categories in a Stream unless otherwise specified.

Experience

The experience must be demonstrated and be directly related to the consultant category. Offerors/Suppliers should provide complete details as to where, when, month and year, and how, through which activities/responsibilities, the stated qualifications/experience were obtained. Experience gained during formal education will not be considered work experience. All requirements for work experience will be obtained in a legitimate work environment as opposed to an educational setting. Co-op terms are considered work experience provided they are related to the required services. The month(s) of experience listed for a project whose time frame overlaps that of another referenced project, will only be counted once.

The qualifications and experience of the proposed consultant(s) will be assessed against the requirements set out in the Availability Confirmation Form (ACF) or resulting Request for Proposal (RFP). The Identified User may request reference information. Canada reserves the right to request references from an Offeror/Supplier to conduct a reference check to verify the accuracy of the information provided. Should the reference(s) not confirm the required qualifications of the proposed consultant(s) to perform the required services, Canada reserves the right to go to the next Offeror/Supplier. If applicable, the consultant(s) proposed must meet the minimum experience requirements detailed in the ACF or resulting RFP for the category for which they are being proposed.

Education

Academic Certification (Degree, etc) must be obtained through a recognized academic institution in the field of expertise. Points will only be awarded for the highest level of education achieved by the Consultant.

If applicable, the consultant(s) proposed must meet the education requirements detailed in the ACF for the consultant category for which they are being proposed. Where the ACF or resulting RFP requests the Offeror/Supplier to provide information about the education of the proposed individual, the individual must have obtained its education from a recognized* Canadian university, college or high school, or the equivalent as established by a recognized* Canadian academic credentials assessment service, if obtained outside Canada.

*The list of recognized organizations can be found under the Canadian Information Centre for International Credentials web site (www).

Relevant Professional Certification

The professional certification must be valid and relevant to the specific consultant category. A maximum of one (1) certification will receive points.

How to use the Flexible Grid

Points will be allocated to each consultant proposed by the Offeror/Supplier for the education, the certification and the experience. The total of points will determine if the consultant is considered as a Junior, intermediate or senior.

The Identified User will specify what level of expertise (junior, intermediate or senior) needed for their requirement and the Offeror/Supplier will have to propose a consultant meeting the minimum of points required to obtain that level. The Offeror/Supplier can propose a consultant with a higher level of expertise, but the per diem rate of the level of expertise required by the Identified User will apply.

Also, if needed, the Identified User has the discretion to add mandatory requirements for type and quantity of education, certification or experience and the Offeror/Supplier must propose a consultant meeting the Identified Users requirement.

The Identified User will have the responsibility to assess if the education, certification and experience are related to the consultant category.

Example

Identified User's requirements:

  • In the Human Resources Services Stream, Staffing Consultant, Level of Expertise Intermediate.

The flexible grid to be use is the general flexible grid of the Human Resources Services Stream:

Human Resources Services Stream Flexible Grid

Levels of Expertise

Senior: Minimum 95 pts

Intermediate: Minimum 70 pts

Junior: Minimum 50 pts

Relevant Education to the Consultant Category

University (PhD, Graduate, Undergraduate, degree): 35 pts

College or CEGEP Diploma/Certificate: 25 pts

High School Diploma: 20 pts

Professional Certification

Relevant Professional Certification: 15 pts

Relevant Experience in Consultant Category

yrs and <yrs: 12-23 months 10 pts

yrs and <yrs: 24-47 months 20 pts

yrs and <yrs: 48-71 months 30 pts

yrs and <yrs: 72-95 months 40 pts

yrs and <10 yrs: 96-119 months 50 pts

10 yrs: 120 + months 60 pts

Consultants proposed and points given:

  Consultant A Consultant B Consultant C
Résumé Points Résumé Points Résumé Points
Education Bachelor 35 CEGEP 25 High School 20
Certification None 0 Certified HR Professional (CHRP) 15 Certified HR Professional (CHRP) 15
Experience 8 years 50 6.5 years 40 70 months 30
Total   85   80   65
Result Responsive:
No certification
Responsive: Non-Responsive:
Does not have enough points to meet the level intermediate requirement.

Certifications Examples

The Certification must be relevant to the field of application. Acceptable certifications include but are not limited to those on the following list. Whether listed or not, it is incumbent upon the Offeror to demonstrate the relevance of professional certification(s) to the proposed work.

  • Appraisal Institute of Canada
  • Canadian Institute of Planners
  • Certification in technical writing (TWC 900 or TWC 950)
  • Certified Associate in Project Management (CAPM)
  • Certified Business Analyst Professional (CBAP)
  • Certified Employee Benefit Specialist (CEBS)
  • Construction Estimator Certified (CEC)
  • Certified Financial Planner (CFP)
  • Certified General Accountant (CGA)
  • Certified Human Resources (HR) Professional (CHRP)
  • Certified Information Systems Security Professional (CIISP)
  • Certified Management Accountants (CMA)
  • Certified Management Consultant (CMC)
  • Certified Professional Purchaser (C.P.P.)
  • Chartered Accountant (CA)
  • Chartered Financial Analyst (CFA)
  • Fellow Chartered Financial Practitioner(FChFP)
  • International Association of Facilitators Certified Professional Facilitator (IAF-CPF)
  • International Personnel Management Association Certified Professional (IPMA-CP)
  • International Personnel Management Association Certified Specialist (IPMA-CS)
  • ITC2's Experience Certification
  • Master Financial Planner (MFP)
  • Procurement and contract Management Program (PCMP)
  • Professional Engineer (PEng)
  • Real Estate Institute of Canada
  • Project Management Professional (PMP)
  • Project Management Institute Scheduling Professional (PMI-SP)
  • Program Management Professional (PgMP)
  • Professional Quantity Surveyor (PQS)
  • Planning & Scheduling Professional (PSP)
  • PRINCE2 Practitioner
  • Registered Architect (e.g. OAA, OAQ)
  • Registered Financial Planner (RFP)
  • Successful completion of the Public Service Commission Appointment Framework Knowledge Test
  • Accreditation in Classification in the Federal Public Service Context
  • Formal training on the Federal Public Service Executive Classification Standard
  • PSC Staffing Certification (issued up to Dec. 2005)
  • National Staffing Council Certification
  • Certified Professional Facilitator (IAF - CPF)
  • Master Facilitator Certification
  • Certified Facilitator Specialist (CFS) designation
  • DACUM Facilitator Certification from the Canadian Vocational Association
  • TOGAF ® 9 Certification

Other Consultant Category Specific Certifications

1. Human Resources Services Stream
Human Resources Services Stream Flexible Grid

The flexible grid applies to all consultant categories of the Human Resources Services Stream, unless otherwise specified.

Human Resources Services Stream Flexible Grid

Levels of Expertise

Senior: Minimum 95 pts

Intermediate: Minimum 70 pts

Junior: Minimum 50 pts

Relevant Education to the Consultant Category

University (PhD, Graduate, Undergraduate, degree): 35 pts

College or CEGEP Diploma/Certificate: 25 pts

High School Diploma: 20 pts

Professional Certification

Relevant Professional Certification: 15 pts

Relevant Experience in Consultant Category

yrs and <yrs: 12-23 months 10 pts

yrs and <yrs: 24-47 months 20 pts

yrs and <yrs: 48-71 months 30 pts

yrs and <yrs: 72-95 months 40 pts

yrs and <10 yrs: 96-119 months 50 pts

10 yrs: 120 + months 60 pts

1.1 Human Resources Consultant

The required services may include, but are not limited to the following:

HR Programs and Services can include: human resource planning, recruitment, collective bargaining, training and development, organizational design and classification, pay and benefit administration, staffing and resourcing, performance management, official languages, employment equity and employee assistance programs

  1. Providing operational HR services;
  2. Developing resourcing strategies linked to HR Plans, job marketing strategy and tools;
  3. Assisting in redress process, appeals, grievances etc;
  4. Providing advice on and/or performing analysis of the HR strategic direction and assisting in the development of HR options, aligning and integrating the HR plans with the strategic direction of the organization's business plan;
  5. Participating in the development of potential HR models and assisting in the implementation of HR requirements and a transition plan to meet HR needs;
  6. Developing, implementing and providing advice on policies, programs and procedures regarding human resource services and programs;
  7. Planning Human Resources in areas such as organizational development, organizational planning and design, human resources utilization, job analysis, performance planning, auditing and evaluating and forecasting;
  8. Providing advice on and/or participating in the establishment of processes and HR systems support for human resources programs, services and activities;
  9. Providing advice on and/or participating in the development of new programs for employees to retain career mobility;
  10. Identifying policy needs/concerns and performing comparative analysis of policies as well as developing policies, procedures, guidelines and Strategies;
  11. Planning, developing, implementing and evaluating personnel and employee relations strategies including policies, programs and procedures to address an organization's human resource requirements;
  12. Advising managers and employees on the interpretation of compensation and benefit programs and collective agreements;
  13. Researching, preparing and conducting grievance committees and prepare reports;
  14. Conducting research and analysis and preparing recommendations, reports and/or conducting desk audits;
  15. Leading, participating in the conduct of organizational and central agencies monitoring and audit initiatives;
  16. Negotiating collective agreements on behalf of employers or employees, mediate labour disputes and grievances and provide advice on employee and labour relations;
  17. Planning and administering HR programs;
  18. Hiring and overseeing training of staff;
  19. Coordinating employee performance and appraisal programs;
  20. Conducting reviews, developing implementation strategies;
  21. Develop training and information sessions on HR Services;
  22. Providing mentoring, tutoring and coaching assistance;
  23. Assisting in the development of HR strategies to meet business needs;
  24. Assisting in the development of Integrated Business and Human Resources Plan to meet the needs of the organization;
  25. Developing and monitoring framework, conducting monitoring activities and preparing monitoring reports;
  26. Developing, implementing HR related programs, framework and initiatives;
  27. Evaluating programs and activities and reporting on lessons learned or making recommendations for the future;
  28. Researching or fact finding developing, implementing and tracking service standards, agreements; and
  29. Reviewing and proposing various organizational models.
1.2 Organizational Design and Classification Consultant

The required services may include, but are not limited to the following:

  1. Performing strengths, weaknesses, opportunities, and threats (SWOT) analysis;
  2. Leading organization and classification projects following project management principles;
  3. Developing and/or implementing functional communities organizational models and associated generic work descriptions;
  4. Developing functional charting;
  5. Developing generic work description framework and develop appropriate learning tools for its application;
  6. Analyzing current and end state, developing options and recommending new organizational structures (could include costing);
  7. Reviewing existing work processes and organizational structures to determine their efficiency and effectiveness, and making recommendations;
  8. Performing job, activities and responsibilities analysis;
  9. Discussing with management in order to clearly define the activities and responsibilities of a specific function and/or organization, and provide options;
  10. Reviewing, evaluating current work descriptions and recommending appropriate changes;
  11. Developing and updating generic and specific work descriptions, and delineating responsibilities within streams of work;
  12. Developing and implementing new classification standards and occupational group structures, as well as providing advice;
  13. Providing advice and performing activities on conversion processes and redress mechanisms in the context of classification reform;
  14. Identifying policy needs/concerns;
  15. Researching and developing policies, guidelines, procedures and tools;
  16. Researching, preparing relativity, evaluating work descriptions;
  17. Participating in classification grievance committees and classification committees and writing reports;
  18. Researching and preparing classification relativity studies;
  19. Developing and/or providing advice on classification policies, procedures and tools;
  20. Analyzing policies and business functional requirements to identify information, procedures and decision flows, and making recommendations;
  21. Identifying organization for re-design; prototyping potential solutions, providing trade off information and suggesting a recommended course of action;
  22. Identifying the required modifications to the automated processes;
  23. Documenting workflow;
  24. Articulating business requirements;
  25. Providing advice in defining new requirements and opportunities for applying efficient and effective solutions: identifying and providing preliminary costs of potential options;
  26. Provide mentoring, coaching assistance, and/or training on classification or organizational design;
  27. Developing and delivering training;
  28. Evaluating performance framework, developing performance needs and reporting systems and processes;
  29. Researching, analyzing data and reporting on activities;
  30. Carrying out performance monitoring and reporting on activities;
  31. Developing and updating performance management systems, process and tools;
  32. Providing advice and/or performing activities related to classification monitoring;
  33. Researching, developing and implementing generic work descriptions approaches;
  34. Reviewing, evaluating, new or revised work descriptions;
  35. Compiling information and preparing reports; and
  36. Developing, monitoring framework, conducting monitoring activities and preparing monitoring reports.
1.3 Employment Equity Consultant

The required services may include, but are not limited to the following:

  1. Coordinating and providing advice on Employment Equity (EE), Diversity and Duty To Accommodate (DTA) programs;
  2. Developing a promotion/communications strategy plan;
  3. Developing and implementing positive measures programs for all designated groups as required;
  4. Managing the DTA program by liaising with other Departments/Agencies delivering accommodation services, this includes providing presentations to management and employees; and, identifying, and providing accommodation resources;
  5. Organizing seminars, workshops, etc.;
  6. Publishing promotional and educational articles in departmental and regional newsletters;
  7. Conducting reviews, developing implementation strategies;
  8. Advising HR Systems groups and Information Technology (IT) groups on discipline requirements;
  9. Developing training and information sessions about EE;
  10. Providing mentoring and coaching assistance about EE;
  11. Developing pool of diversified members to participate in evaluation and assessment, developing tools to ensure adapted language in work description and selection tools as well as advertisement representative of Canadian culture and diversity;
  12. Researching and developing EE and Diversity Action Plans;
  13. Researching and developing EE and Diversity related programs, tools and identifying and implementing related activities;
  14. Conducting System Reviews and making recommendations;
  15. Establishing, coordinating and participating on various EE and Diversity Committees;
  16. Developing policies, guidelines, procedures, programs and tools;
  17. Developing, implementing, coordinating and promoting commemorative events and activities; and
  18. Developing terms of references for EE and Diversity Committees.
1.4 Employee Relation Consultant

The required services may include, but are not limited to the following:

  1. Directing employee relations function;
  2. Performing internal audits and taking appropriate action to correct any employee relations issues;
  3. Managing dispute resolution procedures;
  4. Conducting reviews and developing implementation strategies;
  5. Developing training and information sessions in relationship management and communications;
  6. Providing mentoring and coaching assistance;
  7. Conducting investigation, negotiating cases and informal conflict management;
  8. Managing employee-employer relationship, collective agreement;
  9. Researching, developing policies, guidelines and procedures in regards to Codes of conducts, values and ethics, conflict of interest, political activity, prevention of harassments, etc;
  10. Developing employee relations policies, to ensure consistent application of organizational policies and procedures;
  11. Developing occupational safety and health policies, guidelines, procedures and tools;
  12. Conducting consultation activities with the unions;
  13. Coordinating labour management committee meetings (national or local);
  14. Researching, providing recommendation for the negotiation of collective agreements;
  15. Providing advice on the interpretation of collective agreements; and
  16. Developing, assisting in the development of strike contingency plans and strike management guidelines, tools, communication, and training.
1.5 Compensation Consultant

The required services may include, but are not limited to the following:

  1. Advising and analyzing of pension due to high level of retiree and complexity and scarce resources;
  2. Providing pay and benefits services to the organization's employees and managers;
  3. Payrolling (Compensation, pensions, bonuses, etc.);
  4. Providing advice and guidance on special initiatives, such as pay equity, classification reform conversion and/or any new collective agreement implementation, in accordance with Federal Public Service Acts, regulations, policies, guidelines, administrative procedures, etc;
  5. Preparing and studying salary and/or total compensation analysis for determination of employee compensation;
  6. Reviewing and making recommendations or changes to compensation plan or procedures;
  7. Overseeing program for conformance with government and organization regulations and procedures;
  8. Providing assistance in producing and directing the organization's compensation program;
  9. Reviewing benefit programs and providing information about their costs and coverage;
  10. Providing support in implementing benefit programs and procedures;
  11. Providing advice and guidance on benefit plans for the organization;
  12. Developing and/or reviewing work descriptions and assessing appropriate compensation level;
  13. Participating in market salary surveys;
  14. Developing policies, procedures and guidelines;
  15. Conducting reviews, developing implementation strategies;
  16. Developing training and information sessions on compensation;
  17. Providing mentoring and coaching on compensation; and
  18. Participating in activities related to advice and analysis of pension due to high level of retiree and complexity and labour scarcity.
1.6 HR Information System Consultant

The required services may include, but are not limited to the following:

Human Resources can include: human resource planning, recruitment, collective bargaining, training and development, organizational design and classification, pay and benefit administration, staffing and resourcing, performance management, official languages, employment equity and employee assistance programs

  1. Providing advice on the development and implementation strategies related to Human Resources Information Systems (HRIS, HRMIS, PeopleSoft, SAP);
  2. Examining and verifying employee information processed by automated human resources systems;
  3. Compiling and analyzing statistical information and preparing system reports related to payroll, recruiting, position classification, compensation, training, equal opportunity employment, or affirmative action utilizing HRIS
  4. Providing assistance with HRIS network maintenance by adding or deleting users and retaining system security;
  5. Troubleshooting user technical problems, consulting HRIS IT resources where necessary and providing training;
  6. Managing programs and maintaining human resources information and related records systems;
  7. Developing policies, procedures and guidelines;
  8. Conducting reviews, developing implementation strategies;
  9. Providing mentoring and coaching assistance about HR information system;
  10. Developing and providing training and information sessions about HR information system;
  11. Developing HR Reports and template and tools for managers to simplify access and encourage them to use system; and
  12. Developing mapping exercise, analysis of needs, implementation.
1.7 Leadership Development Consultant

The required services may include, but are not limited to the following:

  1. Analyzing executive/manager leadership skills strengths and weaknesses;
  2. Developing leadership improvement programs;
  3. Establishing and facilitating forums and workshops for managers to share leadership experiences and challenges;
  4. Designing, developing and implementing mentorship programs and sessions;
  5. Conducting reviews and developing implementation strategies;
  6. Developing information sessions about leadership development;
  7. Developing talent management and succession readiness strategies;
  8. Developing target workshops that helps managers become sponsors or agents of change and how to use effective communication as a change tool;
  9. Conducting benchmarking exercises; and
  10. Developing key functions concepts for succession planning.

Leadership Development Consultant Flexible Grid

Levels of Expertise

Senior: Minimum 100 pts

Intermediate: Minimum 80 pts

Junior: Minimum 65 pts

Relevant Education to the Consultant Category

University (PhD, Graduate, Undergraduate, degree): 35 pts

College or CEGEP Diploma/Certificate: 25 pts

Professional Certification

Relevant Professional Certification: 15 pts

Relevant Experience in Consultant Category

yrs and <yrs: 12-23 months 15 pts

yrs and <yrs: 24-47 months 20 pts

yrs and <yrs: 48-71 months 30 pts

yrs and <yrs: 72-95 months 35 pts

yrs and <10 yrs: 96-119 months 55 pts

10 yrs: 120 + months 65 pts

1.8 Staffing Consultant

The required services may include, but are not limited to the following:

  1. Developing staffing and resourcing strategies;
  2. Developing monitoring framework and implement and conduct monitoring;
  3. Providing manager with demographic information and assisting in developing strategies to meet HR needs;
  4. Providing advice and guidance on different types of merit criteria/qualifications;
  5. Providing advice on workforce and process pros and cons;
  6. Identifying links with departmental Human Resources/Employment Equity/Business plans;
  7. Providing advice on effectiveness of assessment instruments and assisting in development or choice of proper instruments;
  8. Advising manager of organizational policy;
  9. Assisting manager in appropriate sequencing and application of merit criteria;
  10. Providing advice, guidance, and assistance on review of decision and impact of change, if any;
  11. Creating departmental staffing report(s) including preparation, data gathering, interviews, and monitoring staffing report and various activities;
  12. Performing activities including recourse, appeals, early intervention process, and alternative dispute resolutions for staffing purposes;
  13. Extending job offers and establishing starting salaries;
  14. Developing or assisting in developing strategies and plans (i.e. staffing or resourcing);
  15. Developing monitoring framework and implementing and conducting monitoring;
  16. Developing and reviewing appointment sub-delegation instruments, the sub-delegation process and the supporting tools (i.e. tables, sub-delegation certificates;
  17. Conducting environmental and statistical reviews;
  18. Reviewing organizational needs and business needs to assist in the identification of the appropriate staffing strategy or plans (including links to other plans such as the Employment Equity and Diversity Plan and the Official Languages Plan);
  19. Providing advice and recommendations in regards to addressing staffing and recruitment challenges considering organizational strategies and plans;
  20. Developing and implementing recruitment and employment strategies;
  21. Providing advice and recommendations in selecting the choice of appointment process;
  22. Preparing and conducting recruitment and staffing processes on behalf of management. This may include any or any grouping of the following activities:
    • making recommendations on the staffing process type to be undertaken;
    • drafting and finalizing the statement of merit criteria;
    • developing and preparing the assessment guide, tools and process;
    • drafting and finalizing the advertisements;
    • coordinating and participating in the assessment of priorities, and the screening and assessments of candidates;
    • coordinating and administrating tests, interviews; coordinating and completing the reference check etc; and
    • compiling and preparing the final board reports and finalizing the results of the processes (such as establishing pools of candidates).
  23. Planning, developing, coordinating and administrating various staffing and staffing related initiatives such as job fairs, collective staffing and targeted Recruitment initiatives;
  24. Providing operational staffing services to a group of client managers;
  25. Providing advice and guidance to managers on staffing investigations, audits and Public Service Staffing Tribunal Complaints;
  26. Developing staffing policies, guidelines, procedures, and tool;
  27. Providing monitoring and reporting activities with respect to staffing within the organization or for central agencies
  28. Drafting staffing report(s) including the preparation, data and information gathering, interviews, drafting of documentation;
  29. Developing information and learning sessions or events for managers, employees or staffing experts;
  30. Reviewing employees' or candidates' qualifications to address redeployment or placement of personnel;
  31. Developing a framework or process for pool management and coordinate the management of a pool;
  32. Advising managers and employees on staffing policies and procedures; and
  33. Providing mentoring, tutoring or coaching assistance on staffing.
1.9 HR Policy Development Consultant

The required services may include, but are not limited to the following:

HR Policy can include: human resource planning, recruitment, collective bargaining, training and development, organizational design and classification, pay and benefit administration, staffing and resourcing, performance management, official languages, employment equity and employee assistance programs

  1. Developing and monitoring public policies, programs, standards and procedures;
  2. Identifying policy needs and concerns;
  3. Performing policy comparative analysis;
  4. Advising managers on the interpretation of policies, programs and national/international agreements and regulations;
  5. Identifying change management tools and processes that support change management strategies and plans;
  6. Carrying out performance monitoring and reporting activities; and
  7. Develop and deliver training on application of policies.
1.10 HR Assistant Consultant

The required services may include, but are not limited to the following:

HR activities can include: human resource planning, recruitment, collective bargaining, training and development, organizational design and classification, pay and benefit administration, staffing and resourcing, performance management, official languages, employment equity and employee assistance programs.

  1. Ensuring the appropriate preparation, completion, distribution and filing of HR documentation;
  2. Ensuring the appropriate data entry, and/or the compilation of data and information and the preparation of reports;
  3. Responding to human resources inquiries and relaying the inquiry to the appropriate person;
  4. Assisting in the development of administrative procedures and tools;
  5. Assisting in the coordination of appointments, interviews, testing, scheduling of events and learning sessions etc;
  6. Providing administrative support to HR Manager, Advisors or an HR Specialist; and
  7. Providing administrative, clerical or coordinating support in the development and/or implementation of HR activities, programs and tools.
  8. Executing human resources support activities;
  9. Providing assistance in the areas of human resources, or employee communications;
  10. Delivering a variety of written tests to candidates and requesting testing as required;
  11. Training administrative assistants in client organizations on procedures and automated systems used for completing HR Activities;
  12. Providing direct advice, guidance and services to clients for HR services;
  13. Maintaining and updating HR systems, keeping hard copies of files, records and correspondence on related current HR activities and helping develop new systems or improving the existing system;
  14. Adjusting, modifying and updating HR management methods, practices and procedures; and
  15. Providing administrative services to include project and research activities in a given HR sector and the implementation of a wide range of administrative procedures and processes to support the HR programs.

HR Assistant Consultant Flexible Grid

Levels of Expertise

Senior: Minimum 60 pts

Intermediate: Minimum 50 pts

Junior: Minimum 30 pts

Relevant Education to the Consultant Category

College or CEGEP Diploma/Certificate: 25 pts

High School Diploma: 20 pts

Relevant Experience in Consultant Category

yrs and <yrs: 12-23 months 10 pts

yrs and <yrs: 24-47 months 25 pts

yrs and <yrs: 48-71 months 35 pts

yrs and <yrs: 72-95 months 40 pts

yrs and <10 yrs: 96-119 months 45 pts

10 yrs: 120 + months 50 pts

2. BUSINESS CONSULTING / CHANGE MANAGEMENT STREAM
Business Consulting / Change Management Stream Flexible Grid

The flexible grid applies to all consultant categories of the Business Consulting / Change Management Stream, unless otherwise specified.

Business Consulting / Change Management Stream Flexible Grid

Levels of Expertise

Senior: Minimum 95 pts

Intermediate: Minimum 70 pts

Junior: Minimum 50 pts

Relevant Education to the Consultant Category

University (PhD, Graduate, Undergraduate, degree): 35 pts

College or CEGEP Diploma/Certificate: 25 pts

Professional Certification

Relevant Professional Certification: 15 pts

Relevant Experience in Consultant Category

yr and <yrs: 12-23 months 10 pts

yrs and <yrs: 24-47 months 20 pts

yrs and <yrs: 48-71 months 25 pts

yrs and <yrs: 72-95 months 35 pts

yrs and <10 yrs: 96-119 months 50 pts

10 yrs: 120 + months 60 pts

2.1 Business Analyst

The required services may include, but are not limited to the following:

  1. Advising Senior Management on a range of issues affecting the organization's ability to achieve the project's business objectives;
  2. Identifying opportunities for organizational improvement;
  3. Assisting in the prioritization and assignment of organizational improvements;
  4. Developing and/or implementing an organizational improvement plan, business plan, policies and standards;
  5. Making recommendations and providing advice for improvements and assisting in developing solutions, scenarios and implementing recommendations;
  6. Preparing and presenting findings, status and other relevant matters;
  7. Collecting and analyzing information and presenting findings on complex issues, carrying out or coordinating research as required and preparing reports;
  8. Identifying and researching best practices;
  9. Processing problems into solutions or new opportunities/initiatives;
  10. Analyzing, advising on, and implementing business processes, strategies and functions;
  11. Advising on business decisions;
  12. Preparing and advising on contracts structure and enforcement;
  13. Leading and managing various business systems and process improvements (e.g., initiating redesign to promote increased efficiencies and reduce overall costs, implementing improvements to automation of process);
  14. Recognizing market factors and adapting business decisions to the context of the organization's sector and industry;
  15. Implementing and advising on measures to mitigate risk;
  16. Facilitating Joint Application Development (JAD) session and acting as facilitator during workshops;
  17. Translating the business requirements into System/Functional requirements;
  18. Analyzing and documenting the business requirements and delivering work products through the life cycle;
  19. Assessing the organization's capacity/capability to undertake and successfully deliver t an initiative or a change;
  20. Consulting stakeholders (individually or by means of facilitating group sessions) to identify comprehensive business requirements;
  21. Documenting business requirements for all stakeholders;
  22. Providing support in analyzing, evaluating and controlling risks, especially related to requirements;
  23. Managing the implementation of an organizational improvement plan to identify, analyze, plan, track and control organizational improvements on a continuous basis; and
  24. Performing Strengths, Weaknesses, Opportunities and Threats (SWOT) Analysis when producing a business case to determine whether further investment in a project is warranted.

Business Analyst Consultant Flexible Grid

Levels of Expertise

Senior: Minimum 100 pts

Intermediate: Minimum 80 pts

Junior: Minimum 65 pts

Relevant Education to the Consultant Category

University (PhD, Graduate, Undergraduate, degree): 35 pts

College or CEGEP Diploma/Certificate: 25 pts

Professional Certification

Relevant Professional Certification: 15 pts

Relevant Experience in Consultant Category

yr and <yrs: 12-23 months 15 pts

yrs and <yrs: 24-47 months 20 pts

yrs and <yrs: 48-71 months 30 pts

yrs and <yrs: 72-95 months 35 pts

yrs and <10 yrs: 96-119 months 55 pts

10 yrs: 120 + months 65 pts

2.2 Business Continuity Consultant

The required services may include, but are not limited to the following:

  1. Designing and conducting threat and risk assessments;
  2. Developing and implementing disaster recovery plans and business continuity plans;
  3. Designing exercises for executives, management and staff in the form of exercise seminars, tabletop exercises, command post exercises, simulations and/or full-scale exercises;
  4. Developing exercise materials such as exercise scenarios, control plans and evaluation plans;
  5. Implementing exercises for executives, management and staff;
  6. Performing business continuity in the context of strategic planning, policy and standards development and organizational assessment; and
  7. Analyzing and evaluating emergency operations, exercises, conducting lessons learned seminars and writing After-Action Reports.
2.3 Business Consultant

The required services may include, but are not limited to the following:

  1. Specifying the organization's objectives, developing policies, standards and plans to achieve objectives;
  2. Advising Senior Management on a range of issues affecting the organization's ability to achieve the business objectives;
  3. Identifying opportunities for, assisting in the prioritization of, and assignment of organizational improvement;
  4. Developing and/or managing the implementation of an organizational improvement plan to identify, analyze, plan, track and control organizational improvements on a continuous basis;
  5. Making recommendations and providing advice for improvements and assisting in developing solutions and implementing recommendations;
  6. Collecting and analyzing information and presenting findings on complex issues, carrying out or coordinating research as required and preparing reports;
  7. Defining and producing business requirement document;
  8. Coaching on business;
  9. Assisting stakeholders with understanding their strategic goals;
  10. Analyzing stakeholder's business objectives and recommending and developing solutions to address their business problem;
  11. Implementing and evaluating cross-functional decisions that will enable an organization to achieve its objectives;
  12. Assessing the organization's capacity/capability to undertake and successfully deliver an initiative or a change;
  13. Defining, developing and implementing business strategies and plans;
  14. Examining the link between the goals of the organization and how the work is performed to achieve those objectives at strategic and operational levels;
  15. Processing problems into solutions or new opportunities/initiatives, identifying and researching best practices;
  16. Performing Strengths, Weaknesses, Opportunities and Threats (SWOT) analysis; and
  17. Developing Mission and Vision statements.
2.4 Organization Development Consultant

The required services may include, but are not limited to the following:

  1. Assessing the organization's capacity/capability to undertake and successfully deliver a project, an initiative or a change in the context of the existing organizational environment, programs, and policies;
  2. Advising Senior Management on a range of issues affecting the organization's ability to achieve a program or project's objectives;
  3. Establishing a set of business rules and policies governing an organization's human resource management arrangements;
  4. Assessing existing and planned changes in HR management strategies to ensure consistency between an organization's HR management strategies and government-wide strategies;
  5. Designing processes to regularly review and revise existing accountabilities and competencies as the organization evolves;
  6. Performing system-centered process mapping to define the structure of organizational processes: including definition of activities to be performed, required inputs, outputs to be produced, and framework within which to operate;
  7. Defining potential organizational changes and improvements based on an organization's strategy and values;
  8. Developing and/or implementing organizational change and improvement plan including identifying organizational changes and improvements, and prioritization of recommended improvements;
  9. Using the appropriate organizational development methodology and approach to assessment and intervention;
  10. Prototyping potential solutions, scenarios, providing trade off information and suggesting a recommended course of action on organizational improvements/changes;
  11. Providing advice on and/or assisting in implementing organizational changes and improvements;
  12. Developing coaching, mentoring, information sessions and training the organization to perform any of the above actions;
  13. Conducting reviews and developing implementation strategies; and
  14. Conducting organizational health assessment and development of strategy and its implementation.
2.5 Business Process Consultant

The required services may include, but are not limited to the following:

  1. Reviewing existing work processes and organizational structure;
  2. Analyzing existing business processes, identifying opportunities for process improvements;
  3. Mapping existing processes and developing and mapping recommended new processes, changes;
  4. Analyzing business functional requirements to identify information, procedures and decision flows;
  5. Providing advice on key initiatives that enable the organization to deploy high-impact business processes that are focused, accountable and measurable;
  6. Identifying candidate processes for re-design;
  7. Prototyping potential solutions, scenarios, providing trade off information and suggesting a recommended course of action;
  8. Providing advice in defining new requirements and opportunities for applying efficient and effective solutions;
  9. Identifying and providing preliminary costs of potential options;
  10. Providing advice in developing and integrating process and information models between processes to eliminate information and process redundancies;
  11. Identifying, recommending and planning new processes;
  12. Providing advice on and/or assisting in implementing new processes;
  13. Identifying the required modifications to the automated processes;
  14. Documenting workflow;
  15. Using business, workflow and organizational tools;
  16. Developing policies, procedures and guidelines;
  17. Conducting reviews and developing implementation strategies;
  18. Advising HR Systems groups and IT groups on discipline requirements;
  19. Developing training and information sessions and mentoring on business processes; and
  20. Analyzing and defining business processes related to both "As Is" and "To Be" status.
2.6 Change Management Consultant

The required services may include, but are not limited to the following:

  1. Designing interventions aimed at improving organizational effectiveness through system-centered change;
  2. Designing interventions that improve organizational effectiveness through people-centered change and result in: bringing about change, an improved environment, greater involvement and a more responsive workforce;
  3. Developing and implementing change management strategies, plans, framework;
  4. Identifying change management tools and risks;
  5. Providing expertise, consultative advice, guidance and coaching to build project capacity to make effective use of change management strategies and related tools;
  6. Articulating the purpose of change in a manner that makes sense to staff and provides a compelling picture of the new organization;
  7. Designing and conducting a change readiness assessment in order to plan and carry out a change management strategy;
  8. Coaching staff on the value of their contribution within the new organization;
  9. Evaluating the effectiveness of the change management initiative.
  10. Developing performance measurement/evaluation frameworks;
  11. Integrating performance monitoring disciplines in an organization's development or change management plan; and
  12. Carrying out performance monitoring and reporting activities on change management.
2.7 Needs Analysis and Research Consultant

The required services may include, but are not limited to the following:

  1. Conducting interviews, surveys and workshops;
  2. Collecting, analyzing and synthesizing information that provides insight into best practices and lessons learned that would effectively support managing change;
  3. Performing analysis of business processes to recommend the best option to address any concerns, gaps, etc. including the potential risks and benefits;
  4. Providing input for the development of new processes; and
  5. Carrying out analysis related to the development of business cases including the collection and analysis of cost data.
2.8 Business Architect

The required services may include, but are not limited to the following:

  1. Developing policies and rules that allow an organization to carry out its mandate and functional responsibilities, and that govern the organization's actual and planned capabilities in terms of data, human resources, communication facilities and management responsibilities;
  2. Conducting an assessment of the project's business architecture, process and performances;
  3. Recommending changes to improve operational performance;
  4. Ensuring consistency and integration with the organization's and government architectures and business strategies;
  5. Evaluating the feasibility of the architecture and technologies related to a business change;
  6. Developing principles of operation and concept of operations;
  7. Identifying risks associated with the architecture and technologies and recommending risk mitigation;
  8. Advising Senior Management on trends and emerging technologies and their impact on the organization's and government architectures and business strategies;
  9. Recommending alternative solutions, methodologies and strategies;
  10. Assisting in the prioritization and assignment of architectural improvements;
  11. Managing the development and implementation of an architectural improvement plan; and
  12. Coaching, mentoring and training the organization on business architecture.

Business Architect Consultant Flexible Grid

Levels of Expertise

Senior: Minimum 100 pts

Intermediate: Minimum 80 pts

Junior: Minimum 65 pts

Relevant Education to the Consultant Category

University (PhD, Graduate, Undergraduate, degree): 35 pts

College or CEGEP Diploma/Certificate: 25 pts

Professional Certification

Relevant Professional Certification: 15 pts

Relevant Experience in Consultant Category

yr and <yrs: 12-23 months 15 pts

yrs and <yrs: 24-47 months 20 pts

yrs and <yrs: 48-71 months 30 pts

yrs and <yrs: 72-95 months 35 pts

yrs and <10 yrs: 96-119 months 55 pts

10 yrs: 120 + months 65 pts

2.9 Statistical Analyst

The required services may include, but are not limited to the following:

  1. Reporting results of statistical analyses, including information in the form of graphs, charts, and tables;
  2. Processing large amounts of data for statistical modeling and graphic analysis, using computers;
  3. Identifying relationships and trends in data, as well as any factors that could affect the results of research;
  4. Analyzing and interpreting statistical data in order to identify significant differences in relationships among sources of information;
  5. Preparing estimates and forecasts using statistical techniques;
  6. Preparing data for processing by organizing information, checking for any inaccuracies, and adjusting and weighting the raw data;
  7. Evaluating the statistical methods and procedures used to obtain data in order to ensure validity, applicability, efficiency, and accuracy;
  8. Evaluating sources of information in order to determine any limitations in terms of reliability or usability;
  9. Planning data collection methods for specific projects, and determining the types and sizes of sample groups to be used; and
  10. Designing research projects that apply valid scientific techniques and utilizing information obtained from baselines or historical data in order to structure uncompromised and efficient analyses.
2.10 Knowledge Management Consultant

The required services may include, but are not limited to the following:

  1. Developing, planning strategies and processes to transfer explicit and tacit knowledge across time, space and organizational change, including retrieval of critical archived information;
  2. Facilitating knowledge creation, sharing and reuse;
  3. Developing partnerships and alliances, designing creative knowledge spaces, and using incentive structures;
  4. Facilitating knowledge of learning styles and behaviours, strive for continuous improvement and be actively engaged in exploring new ideas and concepts;
  5. Designing, developing and sustaining communities of interest and practice;
  6. Creating, developing and sustaining the flow of knowledge, policies and standards;
  7. Understanding the breakthrough skills needed to leverage virtual teamwork and the effective use of social networks;
  8. Performing cultural and ethnographic analyses, developing knowledge taxonomies, facilitating knowledge audits, and performing knowledge mapping and needs assessments;
  9. Capturing, evaluating and using best-known practices to transfer best practices;
  10. Providing mentoring, training and coaching assistance on knowledge management;
  11. Moderating focus group/discussion;
  12. Consulting on group process;
  13. Developing research and implementation strategies for knowledge management, information management, document and records management and data management;
  14. Managing change knowledge initiatives and retrieval of critical archived information;
  15. Providing group problem solving and decision making;
  16. Providing strategic or participatory planning; and
  17. Performing Team Building activities.
2.11 Information/Records Management/Recordkeeping Specialist

The required services may include, but are not limited to the following:

  1. Collecting, crating, receiving and/or capturing information;
  2. Organizing, using, and/or disseminating information;
  3. Maintaining, storing and/or preserving information;
  4. Disposing of information;
  5. Coordinating management of an organization's information-based resources, including its information holdings and investment in technology;
  6. Planning, directing and controlling all of the organization's information-based resources to meet corporate goals and to deliver programs and services;
  7. Coordinating of information storage requirements and interface with Information Technology;
  8. Providing document and records management;
  9. Coordinating Access to Information and Privacy Act requirements;
  10. Defining produce business requirement document.
  11. Conducting subject-specific research in the archival holdings of federal departments and agencies;
  12. Producing professional research reports based on detailed research into federal records;
  13. Developing, organizing, monitoring, conducting and reporting on sustained archival research projects;
  14. Identifying, classifying, archiving, preserving, and destroying records;
  15. Responsible for the efficient and systematic control of the creation, receipt, maintenance, use and disposition of records, including the processes for capturing and maintaining evidence of and information about business activities and transactions in the form of records.
  16. Managing a library or a library service;
  17. Cataloguing, indexing and classifying information audio-visual and electronic documents;
  18. Organizing and maintaining "virtual" services;
  19. Establishing and implementing metadata standards and guidelines;
  20. Analyzing and reporting on the effectiveness of the implementation of information management standards;
  21. Identifying and analyzing content management issues and providing recommendations to management for improvement;
  22. Delivering research and reference services;
  23. Searching online systems and the web to find information; and
  24. Delivering library services;
  25. Provide advice and guidance in the field of Recordkeeping as relates to Capacity Building, Legacy Records Management and e-Records Sustainability;
  26. Provide advice and guidance in the field of Recordkeeping as relates to the implementation of Recordkeeping policy, regulations and legal requirements;
  27. Provide assistance in the monitory and evaluation of the Recordkeeping policies and regulations
2.12 Evaluation Services Consultant

The required services may include, but are not limited to the following:

  1. Assessing the readiness of a policy, program or initiative to be evaluated;
  2. Planning specific evaluations or related studies of individual or clusters of programs, policies or initiatives;
  3. Developing terms of reference for evaluation projects;
  4. Preparing logic models, program theories/theories of change or assessment tools;
  5. Constructing work plans, including evaluation planning reports or frameworks and associated methodologies;
  6. Developing, testing and implementing evaluation methods and data collection tools (including surveys, interview guides, focus group discussions, case studies);
  7. Collecting and analyzing both qualitative and quantitative data (including socio-economic and statistical analysis, collecting baseline data, conducting impact analysis);
  8. Assessing the relevance and performance (including impact, efficiency and cost-effectiveness) of programs, policies or initiatives;
  9. Validating evaluation approaches, methodologies, findings, conclusions and recommendations, using methods such as but not limited to: validation with participants, organizations and conduct of expert panels or peer reviews;
  10. Developing evaluation reports or associated products (briefing note, deck, technical report) containing findings, conclusions and recommendations, and undertake report validation and consultations where appropriate and requested;
  11. Conducting and writing synthesis or meta-evaluations;
  12. Aid in the compilation, analysis and dissemination of findings, lessons learned and best practices;
  13. Briefing evaluation staff and program management on major results and findings, including preparation of presentations; and
  14. Aid in writing other materials, documents, tools and instruments related to the work.

Evaluation Services Consultant Flexible Grid

Levels of Expertise

Senior: Minimum 95 pts

Intermediate: Minimum 80 pts

Junior: Minimum 65 pts

Relevant Education to the Consultant Category

Graduate degree or higher: 35 pts

Undergraduate degree: 25 pts

Professional Certification

Relevant Professional Certification: 10 pts

Relevant Experience in Consultant Category

yrs and <yrs: 24-47 months 30 pts

yrs and <yrs: 48-71 months 35 pts

yrs and <10 yrs: 72-119 months 45 pts

10 yrs: 120 + months 60 pts

2.13 Performance Measurement Consultant

The required services may include, but are not limited to the following:

  1. Planning and designing performance measurement frameworks in support of departmental Strategic Outcomes and Program Activity Architectures or performance measurement strategies in support of program monitoring and evaluations, including identifying associated performance measures in accordance with Treasury Board policies and Treasury Board Secretariat guidance and directives;
  2. Assessing the adequacy of current performance measurement frameworks and performance measures in federal organizations and the capacity of organizations to create and maintain on-going performance measurement systems at the level of the organization as a whole or at the program, initiative or project level;
  3. Developing conceptual frameworks, methodological approaches and designs for performance measurement of projects, programs, services, organizations/institutions, policies and initiatives;
  4. Developing performance measurement indicators/measures/benchmarks and tools and instruments for project, program, institutional, or policy monitoring, reviews, or on-going assessments;
  5. Providing performance measurement advice and support (e.g. support managers to identify, track and report on results throughout the life cycle of projects, programs, services, policies or initiatives), including providing training or information sessions to build capacity within the organization and assist program management with the establishment of an appropriate ongoing performance measurement system;
  6. Compiling, analyzing and/or interpreting performance data and preparing performance reports; and
  7. Research performance measurement uses and practices in other jurisdictions (includes provincial and international jurisdictions).

Performance Measurement Consultant Flexible Grid

Levels of Expertise

Senior: Minimum 65 pts

Intermediate: Minimum 55 pts

Junior: Minimum 45 pts

Relevant Education to the Consultant Category

Graduate degree or higher: 30 pts

Undergraduate degree: 25 pts

Relevant Experience in Consultant Category

yrs and <yrs: 24-47 months 25 pts

yrs and <yrs: 48-71 months 30 pts

yrs and <10 yrs: 72-119 months 35 pts

10 yrs: 120 + months 40 pts

2.14 Subject Matter expert

Possible subject matter areas of expertise include but are not limited to: Social sciences; General government services; International affairs; Immigration; Defence; Industrial, regional, and scientific-technological support; Economic development; Environmental and resource-base; Security and public safety; Cultural issues (including multiculturalism); Transportation; Justice and legal; International Policy; International Trade and Commerce; Governance and Corporate Operations; Treasury Operations; and Taxation and Tax Policy.

This category can only be used as part of a team where category 2.12 Evaluation Services Consultant or 2.13 Performance Measurement Consultant is used. The required services may include, but are not limited to the following:

  1. Providing orientation on their field of expertise to a range of target groups (e.g. program managers, evaluators, corporate planners) including details on key issues in the field and details on best practices in terms of performance measurement and evaluation in those fields;
  2. Advising on the design of new or adequacy of existing a) performance measurement frameworks in support of departmental Strategic Outcomes and Program Activity Architectures or b) performance measurement strategies in support of program monitoring and evaluation, including identifying appropriate performance measures and related technical elements (e.g. performance metrics and targets, data sources, and frequencies for data collection) in accordance with Treasury Board policies and Treasury Board Secretariat guidance and directives;
  3. Advising on the capacities, skills and resources needed in federal organizations to create, implement and maintain on-going performance measurement systems at the level of the organization as a whole or at the program, initiative or project level;
  4. Advising on conceptual frameworks, methodological approaches and designs for performance measurement of and evaluation of projects, programs, services, organizations/institutions, policies and initiatives in those fields;
  5. Providing field-specific performance measurement advice (e.g. support managers to identify, track and report on results throughout the life cycle of projects, programs, services, policies or initiatives), including providing training or information sessions to build capacity within organization and assist program management with the collection and interpretation of performance measurement data;
  6. Analyzing and/or interpreting performance data and preparing performance reports;
  7. Researching field-specific performance measurement uses and practices in other jurisdictions (includes provincial and international jurisdictions);
  8. Conducting comparative analysis and advising on best practices, including benchmarking performance, international comparisons and case studies;
  9. Providing subject-matter advice to assist in the:
    • Assessment of the readiness of a policy, program or initiative to be evaluated;
    • Scoping and planning of specific evaluations or related studies of individual programs, policies or initiatives;
    • Preparation of logic models, program theories, literature reviews or assessment tools;
    • Constructing of work plans, including evaluation planning reports or frameworks and associated methodologies;
    • Developing, testing and implementing of evaluation methods and data collection tools;
    • Collection and analysis of relevant data (including socio-economic and statistical);
    • Assessment of relevance and performance, including impacts, efficiency and cost-effectiveness of programs, policies or initiatives;
    • Assessment of program governance and management (including assessing risk management and controls, decision-making, planning, development and implementation, transparency and accountability);
    • Developing evaluation reports containing findings, conclusions and recommendations, and undertake report validation and consultations where appropriate and requested;
    • Conducting and writing of synthesis or meta-evaluations;
    • Compilation, analysis and dissemination of findings, lessons learned and best practices;
    • Briefing of program and senior management on major results and findings, including preparation of presentations;
    • Development of other materials, documents, tools and instruments related to the work; and
    • Review of the components of evaluations such as primary and secondary data collection activities, surveys, special studies, literature or document reviews, applied statistical analysis and the development of background or analytical discussion papers on program theory and/or alternatives.
  10. Validating evaluation approaches, methodologies, findings, conclusions and recommendations, using methods such as (but not limited to) validation from a technical expert standpoint;
  11. Participating on peer review or similar panels for evaluations or act as an third- party reviewer of draft evaluation products;
  12. Advising on sensitivities in their specific fields (e.g. on working with groups of 'at-risk' stakeholders) and issues related to ethics and values related to performance measurement and evaluation; and
  13. Facilitating connection to other key experts in the field as required for performance measurement or evaluation purposes.

Subject Matter Expert Flexible Grid

Levels of Expertise

Senior: Minimum 75 pts

Intermediate: Minimum 65 pts

Junior: Minimum 55 pts

Relevant Education to the Consultant Category

Graduate degree or higher: 35 pts

Undergraduate degree: 25 pts

Relevant Experience in Consultant Category

yrs and <yrs: 24-47 months 20 pts

yrs and <yrs: 48-71 months 30 pts

yrs and <10 yrs: 72-119 months 35 pts

10 yrs: 120 + months 50 pts

2.15 Facilitator Consultant

The required services may include, but are not limited to the following:

  1. Encouraging group members to participate and interact productively and guide the group through an effective process;
  2. Facilitating strategic and operational planning;
  3. Facilitating team building sessions;
  4. Facilitating knowledge transfer, coaching and skills development;
  5. Utilizing tools and techniques to engage participation such as (but not limited to) brainstorming session, role playing, walk-thrus;
  6. Facilitating large and small groups;
  7. Providing electronic facilitation services;
  8. Moderating group discussions;
  9. Stimulating a constructive and clear exchange of ideas among the members and promoting feedback;
  10. Redirecting group members to carry on with an interaction when tangents occur;
  11. Timekeeping to ensure that the planned agenda is completed prior to the end of the allotted time or in accordance with an agreed to modifications by the group;
  12. Guiding a group to consensus and desired outcomes;
  13. Planning and preparation of the session such as understanding the clients needs, predefine the approach and techniques to be used and develop event plan;
  14. Promoting group participation, mutual understanding and shared responsibilities among the group by fostering open participation with respect for client culture, norms and participant diversity;
  15. Providing end to end facilitation which may involve physical arrangements, delegating program committees, visual materials, defining the agenda, establishing goals, structure and strategy of the sessions, closeout activities;
  16. Draft and finalize reports on the results and conclusions of facilitated sessions and prepare and deliver presentations based on facilitated sessions such as lessons learned reports;
  17. Working with different levels of hierarchy within an Organization on a national level.

Facilatator Flexible Grid

Levels of Expertise

Senior: Minimum 95 pts

Intermediate: Minimum 70 pts

Junior: Minimum 50 pts

Relevant Education to the Consultant Category

University: 30 pts

College or CEGEP Diploma / Certificate: 25 pts

Formalized Training (examples of formalized training but not limited to, Recognized Mediation Certifications, CTDP Certified Training and Development Professional, Training Certifications from accredited Institutions, ANSI - Association for Challenge Course Technology, Certified Online Facilitation: 20 pts

Secondary School: 15 pts

Professional Certification

Relevant Professional Certification: 10 pts

Relevant Experience in Consultant Category: Range of years is based on a minimum of 3 completed facilitation events within one calendar year

>yrs and <yrs: 12-23 months 10 pts

>yrs and <yrs: 24-47 months 20 pts

>yrs and <yrs: 48-71 months 25 pts

>yrs and <yrs: 72-95 months 40 pts

>yrs and <10 yrs: 96-119 months 55 pts

>10 yrs and <15 yrs: 120-179 months 70 pts

>15 yrs: 180+ months 80 pts

3. PROJECT MANAGEMENT SERVICES STREAM
Project Management Services Stream Flexible Grid

The flexible grid applies to all consultant categories of the Project Management Services Stream, unless otherwise specified.

Project Management Services Class Flexible

Levels of Expertise

Senior: Minimum 95 pts

Intermediate: Minimum 70 pts

Junior: Minimum 50 pts

Relevant Education to the Consultant Category

University (PhD, Graduate, Undergraduate, degree): 35 pts

College or CEGEP Diploma/Certificate: 25 pts

Professional Certification

Relevant Professional Certification: 15 pts

Relevant Experience in Consultant Category

yrs and <yrs: 12-23 months 10 pts

yrs and <yrs: 24-47 months 20 pts

yrs and <yrs: 48-71 months 25 pts

yrs and <yrs: 72-95 months 35 pts

yrs and <10 yrs: 96-119 months 50 pts

10 yrs: 120 + months 60 pts

3.1 Project Administrator

The required services may include, but are not limited to the following:

  1. Assisting project team in all management activities including financial, planning and contracting aspects;
  2. Providing administrative and technical support of a clerical nature as required to a project team;
  3. Assisting in performing such tasks as maintaining project documentation and records;
  4. Acting as the first point of contact in a "hot-line" situation by accepting incoming calls, logging calls, attempting to resolve simple problems and following established procedures for more difficult problems;
  5. Tracking project change requests;
  6. Maintaining and updating relevant project information in manual and/or electronic files; project information might include such things as project activity schedule, status reports, correspondence;
  7. Communicating with project management a on administrative matters related to the project;
  8. Assisting in the preparation and coordination of documentation in response to scheduled and unscheduled reports, returns and observations to update management of project progress.
  9. Receiving incoming mail (both hard copy and e-mail), prioritizes, assesses urgency, sets deadlines;
  10. Developing/maintaining bring forward (BF) and other control systems for action items;
  11. Researching and locating background information, analyzes, extracts relevant information and writes summaries; and
  12. Maintaining and tracking financial transactions, enters commitments and expenditures into the projects financial budget.

Project Administrator Flexible Grid

Levels of Expertise

Senior: Minimum 90 pts

Intermediate: Minimum 70 pts

Junior: Minimum 55 pts

Relevant Education to the Consultant Category

College or CEGEP Diploma/Certificate: 30 pts

High School Diploma: 20 pts

Professional Certification

Relevant Professional Certification: 15 pts

Relevant Experience in Consultant Category

yrs and <yrs: 12-23 months 10 pts

yrs and <yrs: 24-47 months 20 pts

yrs and <yrs: 48-71 months 25 pts

yrs and <yrs: 72-95 months 35 pts

yrs and <10 yrs: 96-119 months 50 pts

10 yrs: 120 + months 60 pts

3.2 Project Manager

The required services may include, but are not limited to the following:

  1. Planning and coordinating project management activities including financial, planning and contracting aspects;
  2. Planning and organizing a project management office;
  3. Giving briefings on progress and concerns of project;
  4. Coordinating and preparing documentation in response to scheduled and unscheduled reports, returns and observations to update management on project progress;
  5. Planning and coordinating the activities of project personnel, internal customers, contractors and other support providers;
  6. Preparing formal work breakdown structure and compliance charts;
  7. Producing draft plans and sections for incorporation into the Project Implementation Plan;
  8. Preparing draft evaluation plans, criteria and evaluation schedules;
  9. Developing, planning, analyzing, evaluating and prioritizing deliverables and requirements;
  10. Defining and documenting development team objectives;
  11. Determining and obtaining budgetary requirements, composition, roles, responsibilities and terms of reference for the team;
  12. Planning, directing and controlling the activities of a project team within scheduled time and cost parameters;
  13. Monitoring the design, implementation and operations start up of the project against established goals, objectives and milestones;
  14. Reporting progress of the project on an ongoing basis and at scheduled points in the life cycle;
  15. Meeting with stakeholders and other project managers and stating problems in a form capable of being solved;
  16. Preparing plans, charts, tables and diagrams to assist in analyzing or displaying problems;
  17. Working with a variety of project management tools;
  18. Formulating and managing project plans by defining deliverables, identifying key milestones, reviewing project progress, and engaging in ongoing risk management;
  19. Coordinating and directing project team(s) in order to meet project objectives for content, quality, costs, and schedules;
  20. Ensuring management staff is provided with timely and accurate project information and status updates;
  21. Developing project control and reporting procedures and managing changes in operational plan;
  22. Conducting post project reviews/lessons learned;
  23. Contributing to the organization's strategic and business planning initiatives (e.g., identifying strategic goals and objectives and implementing initiatives to achieve them, Policy Development, Standards Development and Program Review);
  24. Assuming leadership at the appropriate phases of planning, action, and evaluation;
  25. Recognizing and taking action on opportunities to combine professional resources through partnering arrangements (e.g., multi-disciplinary practices);
  26. Contributing to development of organizational vision and mission; and
  27. Coordinates, drafts and prepares for signature formal project documents and reports.

Project Manager Consultant Flexible Grid

Levels of Expertise

Senior: Minimum 100 pts

Intermediate: Minimum 80 pts

Junior: Minimum 65 pts

Relevant Education to the Consultant Category

University (PhD, Graduate, Undergraduate, degree): 35 pts

College or CEGEP Diploma/Certificate: 25 pts

Professional Certification

Relevant Professional Certification: 15 pts

Relevant Experience in Consultant Category

yrs and <yrs: 12-23 months 15 pts

yrs and <yrs: 24-47 months 20 pts

yrs and <yrs: 48-71 months 30 pts

yrs and <yrs: 72-95 months 35 pts

yrs and <10 yrs: 96-119 months 55 pts

10 yrs: 120 + months 65 pts

3.3 Project Leader/Executive

The required services may include, but are not limited to the following:

  1. Assessing the organization's capacity/capability to undertake and successfully deliver a project in the context of the overall program or portfolio program or portfolio priorities through strategic planning;
  2. Advising Senior Management on a range of issues affecting the organization's ability to achieve the project's business objectives;
  3. Assisting in the prioritization and assignment of projects within the program/portfolio;
  4. Managing several Senior Project Managers, each responsible for an element of the project/program/portfolio and it's associated team (e.g. project and financial management);
  5. Meeting with organizational executives to ensure all organizational (internal and external) stakeholders are committed to moving forward on the project (e.g. opportunity evaluation);
  6. Formulating statements of problems; establishing procedures for the development and implementation of significant, new or modified project, program or portfolio elements to solve these problems, and obtaining approval thereof;
  7. Managing the implementation of a project/program/portfolio to identify, analyze, plan, track and control progress on a continuous basis;
  8. Making recommendations and providing advice for improvements and assisting in developing solutions and implementing recommendations (e.g. policy development and standards development);
  9. Preparing and presenting findings, status and other relevant matters;
  10. Overseeing the development of a Project Business Case (e.g. business planning and program review);
  11. Managing Program changes in accordance with the change management process;
  12. Motivating the team to ensure commitment to the program's objectives specifying the general requirements of the project;
  13. Developing project alternatives and identifying their administrative, economic, and technical feasibility and practicality; and associated policy and organizational change requirements;
  14. Planning, directing, and controlling the activities of a project team within scheduled time and cost parameters;
  15. Producing overall project plans and obtaining approval of preliminary analysis;
  16. Updating and providing briefings to upper management on progress and concerns of the project.

Project Leader/Executive Flexible Grid

Levels of Expertise

Senior: Minimum 100 pts

Intermediate: Minimum 80 pts

Junior: Minimum 65 pts

Relevant Education to the Consultant Category

University (PhD, Graduate, Undergraduate, degree): 35 pts

College or CEGEP Diploma/Certificate: 25 pts

Professional Certification

Relevant Professional Certification: 15 pts

Relevant Experience in Consultant Category

yrs and <yrs: 12-23 months 10 pts

yrs and <yrs: 24-47 months 20 pts

yrs and <yrs: 48-71 months 30 pts

yrs and <yrs: 72-95 months 35 pts

yrs and <10 yrs: 96-119 months 55 pts

10 yrs: 120 + months 65 pts

3.4 Project Planner

The required services may include, but are not limited to the following:

  1. Developing and maintaining project schedules, documentation and a Master Schedule of all projects and resources if more than one project;
  2. Tracking the progress of the project including cost and schedule controls;
  3. Documenting issues and resolutions related to the project scheduler;
  4. Communicating verbally and in writing with the Project Manager and if necessary with stakeholders to input modifications to the project schedule;
  5. Communicating with the Project Manager and if necessary with stakeholders regarding project status and deliverables;
  6. Informing management of Project status and direction;
  7. Contributing to the development and management of process and procedures used in Operations; and
  8. Documenting and managing project and financial records as appropriate.

Project Planner Flexible Grid

Levels of Expertise

Senior: Minimum 90 pts

Intermediate: Minimum 70 pts

Junior: Minimum 55 pts

Relevant Education to the Consultant Category

College or CEGEP Diploma/Certificate: 30 pts

High School Diploma: 20 pts

Professional Certification

Relevant Professional Certification: 15 pts

Relevant Experience in Consultant Category

yrs and <yrs: 12-23 months 10 pts

yrs and <yrs: 24-47 months 20 pts

yrs and <yrs: 48-71 months 25 pts

yrs and <yrs: 72-95 months 35 pts

yrs and <10 yrs: 96-119 months 50 pts

10 yrs: 120 + months 60 pts

3.5 Quality Assurance/Management Specialist

The required services may include, but are not limited to the following:

  1. Developing, deploying and evaluating policies, procedures, standards, initiatives, metrics, forms and tools for the quality management system;
  2. Verifying and confirming if the quality management system's process assets (policies, procedures and standards) are being adhered to;
  3. Leading process improvement initiatives, and facilitating/coaching teams which are performing process improvement initiatives;
  4. Managing and monitoring all aspects of the Quality Management System;
  5. Conducting conformance audits of the Quality Management System. Reporting results and recommending appropriate corrective actions to deal with the non-conformances;
  6. Tracking and reporting on the implementation of corrective actions. Confirming that corrective actions effectively addressed the root-causes of the non-conformances;
  7. Contributing to the development and implementation of an integrated approach to quality, risk and performance management for the organization;
  8. Providing leadership and support to the design, implementation and evaluation of performance/quality measurements of clients products/services (Program assessment/ranking and reporting, performance measurement capacity building, business performance/excellence);
  9. Using multiple Quality Management methodologies and tools to address the organization's business needs (Measurement and management of organizational performance);
  10. Developing process management by application of continuous improvement methodology;
  11. Preparing reports concerning the capabilities, strengths and weaknesses of the Quality Management Systems for internal or external publication which could be communicated to project management team through oral or written presentations (Basic statistical analysis techniques, questionnaire design and survey analysis. Ability to influence others, at all levels in the organization); and
  12. Liaising with and interviewing quality management specialists from other organizations.
3.6 Risk Management Specialist

The required services may include, but are not limited to the following:

  1. Conducting risk assessments and evaluating potential risk and losses;
  2. Identifying project and procurement risks;
  3. Reviewing and auditing claims;
  4. Recommending alternative solutions, methodologies and strategies for risk mitigation and management;
  5. Assisting in prioritization and assignment of risks;
  6. Assisting in the development and/or implementation of Risk Management Plans;
  7. Developing and managing the implementation of Risk Management Plans (safety programs) to identify, analyze, plan, track, evaluate and control project risks on a continuous basis throughout the project life cycle;
  8. Coaching, mentoring and training project teams in risk mitigation techniques;
  9. Developing and implementing business continuity plans;
  10. Developing crisis and emergency communication and/or management planning strategies;
  11. Reviewing the organization's insurance and risk management programs and making recommendations regarding coverage improvements, administration, loss control and financing mechanisms;
  12. Providing leadership and support to the design, implementation and evaluation of clients products/services performance measures, risk management and risk mitigation strategies;
  13. Documenting process improvements;
  14. Preparing reports for internal or external publication (Corporate Services, Policy, Communications)
  15. Liaising with and interviewing stakeholders, as required, to obtain, clarify and exchange information, in-order to co-ordinate and manage the Risk Assessment Process;
  16. Identifying, confirming and documenting the risk tolerance for the process, project, program, or strategic risk and using this tolerance to guide all analysis, assessment and recommendations undertaken or produced;
  17. Identifying, confirming and documenting the objectives and priorities specific to the process, project, program or strategic direction being assessed, feasibility studies;
  18. Identifying relevant risks and opportunities (including, but not limited to, economic, political, operational, legal, reputation, technical, organizational, accounting, banking and social risks) that threaten the objectives and priorities;
  19. Utilizing both quantitative and qualitative techniques, as appropriate, to assess the likelihood that a risk event will occur; and/or the impact if the risk event occurs;
  20. Recommending a ranked-order for risks and opportunities identified;
  21. Recommending and documenting suggested Risk Responses necessary to manage the likelihood and/or impact of the identified risks;
  22. Performing Control Risk Assessments and analysis, which may include statistical sampling and analysis of existing controls;
  23. Assisting with the on-going monitoring of risk and assisting with the implementation of risk response/mitigation strategies;
  24. Preparing draft and finalized risk assessments, briefing notes, presentations and papers related to risk management, and developing and updating risk management plans; and
  25. Providing advice with respect to risk management best practices and providing guidance and direction to assist in managing risk.
3.7 Procurement Specialist

The required services may include, but are not limited to the following:

  1. Planning and coordinating procurement activities including financial estimates, business requirements and contracting options (project procurement management, cost and estimate Management, sole source versus RFP process,);
  2. Providing briefings on progress and concerns of procurement (Contract process management);
  3. Planning, coordinating, preparing and controlling documentation for procurement plan and process, depending on method of procurement;
  4. Planning and coordinating the activities of project contractors and other support providers (Procurement integration in Project Management);
  5. Preparing, reviewing and/or finalizing Statement of Work for potential procurement;
  6. Preparing draft selection methodologies, evaluation plans, evaluation criteria (mandatory and point rated) and evaluation schedules for procurement;
  7. Developing, planning, analyzing, evaluating and prioritizing deliverables and requirements (Bid evaluation);
  8. Monitoring the implementation and operations of the contract against established goals, objectives and milestones;
  9. Reporting progress of the contract on an ongoing basis and at scheduled points in the lifecycle;
  10. Identifying potential problems and propose solutions;
  11. Ensuring management staff is provided with timely and accurate project information and status updates;
  12. Developing and implementing procurement control, monitoring of system contract delivery and continuing service delivery and reporting procedures and managing changes;
  13. Conducting post procurement reviews and contractor evaluations/lessons learned;
  14. Leading or participating in negotiations and developing procurement process and/or business process maps;
  15. Development of a procurement strategy - for the acquisition of a product or service - that lays out a mechanism to engage with industry and conduct a competition and procurement in line with legislative requirements and organizational policies;
  16. Production of evaluation reports and procurement recommendations for internal stakeholders and sign-off authorities.

Procurement Specialist Flexible Grid

Levels of Expertise

Senior: Minimum 95 pts

Intermediate: Minimum 70 pts

Junior: Minimum 50 pts

Relevant Education to the Consultant Category

University (PhD, Graduate, Undergraduate, degree): 35 pts

College or CEGEP Diploma/Certificate: 25 pts

High School Diploma: 20 pts

Professional Certification

Relevant Professional Certification: 15 pts

Relevant Experience in Consultant Category

yrs and <yrs: 12-23 months 15 pts

yrs and <yrs: 24-47 months 25 pts

yrs and <yrs: 48-71 months 35 pts

yrs and <yrs: 72-95 months 45 pts

yrs and <10 yrs: 96-119 months 55 pts

10 yrs: 120 + months 65 pts

3.8 Financial Specialist

The required services may include, but are not limited to the following:

  1. Planning and coordinating financial management activities including financial estimates and business requirements;
  2. Evaluating financial management procedures;
  3. Conducting cost benefit analysis and life cycle costing (Cost and estimate Management);
  4. Developing business plans;
  5. Developing models to carry out cost analysis of the resources required to perform specific inspections related to a project (Project Management);
  6. Performing risk analysis;
  7. Determining the resources required for implementation of projects such as acquisition costs, operation and maintenance costs and both recurring and non-recurring costs;
  8. Assisting in developing costs for specific activities such as: direct project costs, project support overhead, corporate and administrative (C&A) overhead, costs of products and services, and other related costs (Financial accounting);
  9. Planning, acquiring, and controlling the use of funds so as to meet the goals of an organization and maximize its value (Procurement integration in Project Management, contract process management);
  10. Identifying an organization's financial and non-financial objectives so as to improve its performance, determining whether those objectives are being effectively achieved; and
  11. Developing and modifying business cases and financial plans for the future.
3.9 Project Monitor

The required services may include, but are not limited to the following:

  1. Following-up on projects, major Crown projects and/or sensitive or complex project initiatives, where Canada requires a third party opinion;
  2. Assisting project management professionals in project monitoring and coordination;
  3. Providing administrative and technical support as required to the project team;
  4. Participating in meetings with project management professionals and other stakeholders (internal and external) to ensure project is progressing, project goals are being met and expected results are being achieved;
  5. Ensuring project and contract activities, deliverables, milestones, timelines and financial commitments are tracked and commitments are being fulfilled;
  6. Communicating and coordinating meetings with project management professionals and other executive and customer stakeholders on matters related to the project;
  7. Performing a liaison role amongst all project management, executives and customer stakeholders;
  8. Preparing monthly, quarterly, yearly financial and project reports and other project monitoring reports to management and executives; and
  9. Preparing annual reports, project progress reports, results achieved reports, lesson learned documentation and recommendations for improvement documentation at the executive level.

Project Monitor Flexible Grid

Levels of Expertise

Senior: Minimum 60 pts

Intermediate: Minimum 50 pts

Junior: Minimum 30 pts

Relevant Education to the Consultant Category

College or CEGEP Diploma/Certificate: 25 pts

High School Diploma: 20 pts

Relevant Experience in Consultant Category

yrs and <yrs: 12-23 months 10 pts

yrs and <yrs: 24-47 months 25 pts

yrs and <yrs: 48-71 months 35 pts

yrs and <yrs: 72-95 months 40 pts

yrs and <10 yrs: 96-119 months 45 pts

10 yrs: 120 + months 50 pts

3.10 Technical Writer

The required services may include, but are not limited to the following:

  1. Analyzing material, such as specifications (technical Statement of Work/Requirement), notes, drawings, writing manuals, user guides and other documents to explain the requirement clearly and concisely;
  2. Modifying, validating and compiling documents such as technical publications in general, specifications, equipment and system data lists, drawings etc.;
  3. Gathering information, analyzing the subject and the audience, and producing clear documentation;
  4. Studying existing material and interviewing Stakeholders;
  5. Creating accurate, complete and concise documentation to communicate the needs of the requirement;
  6. Assimilating and conveying technical material in a concise, effective manner;
  7. Following governmental publishing guidelines;
  8. Reviewing documents, drawings and associated data for conformance to established standards;
  9. Planning, researching and writing manuals, specifications and other non-journalistic articles;
  10. Design the layout of the documents/manuals;
  11. Uses word-processing, desk-top publishing and graphics software packages to produce final camera ready copy.
3.11 Communications Consultant

The required services may include, but are not limited to the following:

  1. Planning, researching, modifying, assisting, writing and/or reviewing memos, scripts, plays, essays, speeches, manuals and other non-journalistic articles with conformance to established standards;
  2. Developing and implementing strategic communication plans in geographically dispersed organizations going through an organizational transformation (change management);
  3. Providing communications consultation advice to support strategic communications initiatives and strategies;
  4. Creating communications support materials;
  5. Developing and implementing creative communication and information products using a variety of tools, techniques and media and selecting an appropriate medium to convey information, ideas, and results;
  6. Developing and implementing communication strategies and plans;
  7. Expressing and exchanging information in a clear and concise manner;
  8. Ensuring information is communicated to the appropriate people in a timely manner;
  9. Preparing reports for specific purposes using clear, communicative, and professional language (e.g., audit reports, management letters, consulting reports, financial reports);
  10. Ensuring communications are clearly understood by encouraging and listening to feedback both internally and externally in the organization;
  11. Structuring external communications to project an appropriate corporate image;
  12. Ensuring confidentiality with respect to organizational or client information and data;
  13. Determine target audiences in order to better develop messages;
  14. Identify and determine communications impediments and barriers;
  15. Provide advice on matters relating to policy/program development approaches or options and communications planning alternatives (internal or external);
  16. Researching, developing and implementing communications strategies involving social media and related content (ie. blogs, microblogs, wikis, crowdsourcing, content communities, social networks, etc);
  17. Provide support and assist communicators in using social media channels to complement traditional channels;
  18. Providing suggestions on cost-cutting measures in the communications process.
4. REAL PROPERTY PROJECT MANAGEMENT SERVICES CLASS

Please note: Services relating to Real Property fall under the umbrella of services offered to other government departments by Public Works and Government Services Canada (PWGSC) in its role as common service agency, as defined in the PWGSC Act (see section 5 and subsection 6(f) for further information). It is therefore strongly recommended that PWGSC's Real Property Branch be consulted before proceeding with any requirements that fall under Class 4: Project Management for Real Property.

Real Property Project Management Services Stream Flexible Grid

This flexible grid applies to all consultant categories of the Real Property Project Management Services Stream, unless otherwise specified.

Real Property Project Management Services Class Flexible Grid

Levels of Expertise

Senior: Minimum 95 pts

Intermediate: Minimum 70 pts

Junior: Minimum 50 pts

Relevant Education to the Consultant Category

University (PhD, Graduate, Undergraduate, degree): 35 pts

College or CEGEP Diploma/Certificate: 25 pts

Professional Certification

Relevant Professional Certification: 15 pts

Relevant Experience in Consultant Category

yr and <yrs: 12-23 months 10 pts

yrs and <yrs: 24-47 months 20 pts

yrs and <yrs: 48-71 months 25 pts

yrs and <yrs: 72-95 months 35 pts

yrs and <10 yrs: 96-119 months 50 pts

10 yrs: 120 + months 60 pts

4.1 Project Administrator for Real Property

The required services may include, but are not limited to the following:

  1. Assisting project team in management activities including financial, planning and contracting aspects;
  2. Providing financial administrative support to suit requirements;
  3. Assisting with security clearance process;
  4. Establishing project administration procedures;
  5. Providing administrative and technical support of a clerical nature as required to a project team; Developing document and records management system and control process for project teams; Receiving incoming mail (both hard copy and e-mail), prioritizes and assesses urgency of mail and sets deadlines;
  6. Acting as the first point of contact in a "hot-line" situation by accepting incoming calls, logging calls, attempting to resolve simple problems and following established procedures for more difficult problems;
  7. Participating at project meetings, preparing/distributing minutes and records of decision;
  8. Providing comprehensive project planning and monitoring, reporting using project plan format;
  9. Maintaining and updating relevant project information in manual and/or electronic files; project information might include such things as project activity schedule, status reports, correspondence;
  10. Communicating with project management on administrative matters related to the project;
  11. Assisting with the review of project requirements with specialists, other jurisdictional authorities and stakeholders;
  12. Assisting in the preparation and coordination of documentation in response to scheduled and unscheduled reports to update management of project progress; Providing technical writing support for written reports and presentation decks;
  13. Assisting in managing request for information (RFI) procedures;
  14. Providing support to tendering and contracting processes as requested; Supporting start-up construction process (preparation & meeting) by assisting in managing construction logistics: forecast, coordinate work, avoid disruptions to occupants;
  15. Providing support in the preparation of timely and accurate Contemplated Change Notices (CCN's) and Change Orders (CO's) for approval, tracking and communications; and
  16. Supporting post-construction services and post-construction evaluations.

Project Administrator for Real Property Flexible Grid

Levels of Expertise

Senior: Minimum 95 pts

Intermediate: Minimum 70 pts

Junior: Minimum 50 pts

Relevant Education to the Consultant Category

College or CEGEP Diploma / Certificate: 35 pts

High School Diploma: 25 pts

Professional Certification

Relevant Professional Certification: 15 pts

Relevant Experience in Consultant Category

yr and <yrs: 12-23 months 10 pts

yrs and <yrs: 24-47 months 20 pts

yrs and <yrs: 48-71 months 25 pts

yrs and <yrs: 72-95 months 35 pts

yrs and <10 yrs: 96-119 months 50 pts

10 yrs: 120 + months 60 pts

4.2 Project Manager for Real Property

The required services may include, but are not limited to the following:

Part A:

  • 1. Developing project scope, requirement documents, statement of work, participating in client discussions, analysis of functional and operational requirements of the client;
  • 2. Preparation of project approval documents (e.g. business cases, feasibility studies, Treasury Board submissions) required for funding or project approval;
  • 3. Planning and coordinating the activities of project personnel, contractors or other support providers, including the preparation of preliminary time schedules for project design and implementation; and
  • 4. Managing architectural/engineering and associated specialists teams, reviewing project costs and resolving variances with predetermined budgets by recommending action and resolving conflicts.

Part B:

  • 5. Planning, directing and coordinating a project management office and its activities within time and cost parameters;
  • 6. Preparing formal work breakdown structure and compliance charts;
  • 7. Producing draft plans and sections for incorporation into Project Plans;
  • 8. Contributing to the organization's strategic and business planning initiatives (e.g., identifying strategic goals and implementing initiatives to achieve them (such as through policy development, standards development and program review);
  • 9. Recognizing and taking action on opportunities to combine professional resources through partnering arrangements (e.g., multi-disciplinary practices);
  • 10. Planning facilitation workshops that address strategic planning, teambuilding, positive-centred learning or conflict management, conducting stakeholder interviews. Preparing workshop material, facilitating the workshop, and on-going partnering process management;
  • 11. Preparing or managing of project documents, such as project charter or plan, client statement of work, investment analysis report, feasibility study, terms of reference, value engineering, lifecycle analysis, commissioning plan or lessons learned;
  • 12. Establishing and reviewing project and construction implementation strategies including, lump sum, phased, construction management, design-build and public-private partnerships;
  • 13. Coordinating consultants retained separately to ensure an integrated design (for example, geotechnical, seismic and environmental designs, functional program and fit-up/office planning);
  • 14. Briefing consultants and contractors on roles, responsibilities and guidelines for contract administration and on-site behavior;
  • 15. Developing an updated Project Plan, noting constraints, assumptions, inclusions and exclusions after review with stakeholders;
  • 16. Coordinating Value Engineering exercises or other strategies aimed at integrated design solutions and cost management; ensuring the review and implementation of outcomes from these processes;
  • 17. Maintaining the design change management process that records changes to the scope of work;
  • 18. Monitoring the design, implementation and operations of the project against established goals;
  • 19. Reporting progress of the project on an ongoing basis;
  • 20. Assisting in the preparation of recommendations to engage or commission consultants, preparing consultant Request for Proposal (RFP) documents and reviewing and evaluating consultant proposals;
  • 21. Reviewing monthly progress claims from consultants for compliance with consultant agreements and recommending payments;
  • 22. Analyzing project schedules including contractor or consultant deliverables and determining whether corrective action is required to meet deadlines;
  • 23. Attending construction site meetings, providing input on interpretation of contract plans and specifications while ensuring that consultants or contractors fulfill their responsibilities under their respective agreements;
  • 24. Preparing plans, charts, tables and diagrams to assist in analyzing or displaying problems;
  • 25. Managing and planning moves, including furniture coordination, cabling and signage procurement and verification;
  • 26. Coordinating and preparing documentation in response to scheduled and unscheduled reports, returns and observations to update management on project progress;
  • 27. At substantial completion, participating in inspections or acceptance boards: inspecting the work, evaluating amounts withheld due to deficiencies, accepting the work on behalf of client, recommending issuance of the interim certificate and payment to the contractor;
  • 28. Incorporating final reports into the Project Plan, including details of outstanding issues, warranties and obligations of consultants or contractors, posting project reviews and lessons learned;
  • 29. Ensuring that deficiencies and incomplete work are identified, managed, corrected and accepted as complete promptly; recommending issuance of final completion certificate; and
  • 30. Developing and maintaining various systems for the management and control of the project in a manner compatible with client standards and guidelines. This includes financial, approval tracking, change management, communications, and security protocol for project staff and records management system.

Project Manager for Real Property Flexible Grid

Levels of Expertise

Senior: Minimum 100 pts

Intermediate: Minimum 80 pts

Junior: Minimum 65 pts

Relevant Education to the Consultant Category

University (PhD, Graduate, Undergraduate, degree): 35 pts

College or CEGEP Diploma/Certificate: 25 pts

Professional Certification

Relevant Professional Certification: 15 pts

Relevant Experience in Consultant Category

yr and <yrs: 12-23 months 10 pts

yrs and <yrs: 24-47 months 20 pts

yrs and <yrs: 48-71 months 30 pts

yrs and <yrs: 72-95 months 35 pts

yrs and <10 yrs: 96-119 months 55 pts

10 yrs: 120 + months 65 pts

4.3 Project Leader for Real Property

The required services may include, but are not limited to the following:

  1. Assessing the organization's capability to undertake and successfully deliver a project in the context of the overall program or portfolio priorities through strategic planning;
  2. Specifying the general requirements of the project: developing, verifying and gaining acceptance of the project scope, budget, schedule and scope change control;
  3. Assisting in the prioritization and assignment of projects within a larger program or portfolio of projects;
  4. Managing several Senior Project Managers, each responsible for an element of the project or program or portfolio and its associated team (e.g. project and financial management);
  5. Identifying and assigning project roles, responsibilities and reporting relationships, developing work plans, ensuring adequate human resources, and developing a productive team environment;
  6. Providing advice and leadership in the development and assessment of potential options on project development, recommending a preferred option and developing an implementation strategy through the preparation of a business case or feasibility study;
  7. Meeting, negotiating and gaining support from internal and external organizational stakeholders (e.g. senior government executives, private-sector interests, municipal interests, community groups, etc.);
  8. Developing project alternatives and identifying their administrative, organizational, economic, or technical feasibility;
  9. Assisting in obtaining required project approvals from relevant stakeholders (internal approval, zoning, heritage, etc.) including the review and interpretation of municipal by-laws;
  10. Undertaking due diligence activities for the acquisition or disposal of property (e.g. highest & best use studies, site selection studies);
  11. Developing real property master plans, detailed site development plans or land use plans analysing development initiatives (e.g. transportation or servicing studies, analysis of traffic, parking, pedestrian activity, transportation demand management or other urban planning issues);
  12. Preparing offer call documents to be used in property acquisition or disposal;
  13. Examining and making recommendations concerning land title issues;
  14. Identifying, obtaining and managing environmental approvals, permits or licenses;
  15. Managing the implementation of a project or program to identify, analyze, plan, track and control progress on a continuous basis;
  16. Reviewing and accepting (or requesting changes to) the overall planning, design development and implementation process, including feasibility, environmental, infrastructure, conceptual designs, the associated class of cost estimate, project scheduling project changes, issues management and approval documents;
  17. Preparing life-cycle cost estimates using the discounted cash-flow method and sensitivity analysis;
  18. Managing program changes in accordance with the change management process;
  19. Developing risk management plans;
  20. Managing safety as an integrated part of the construction project following accountability frameworks and documentation to ensure consistency of practice and due diligence;
  21. Developing a Communications Plan that outlines the claims resolution process;
  22. Developing a Communications Plan, press releases and questions and answers to media lines of inquiry;
  23. Assisting in organizing media events or building tours for the public or senior management; and
  24. Producing camera-ready graphics of communication material or information panels for on-site exposition.

Project Leader for Real Property Flexible Grid

Levels of Expertise

Senior: Minimum 100 pts

Intermediate: Minimum 80 pts

Junior: Minimum 65 pts

Relevant Education to the Consultant Category

University (PhD, Graduate, Undergraduate, degree): 35 pts

College or CEGEP Diploma/Certificate: 25 pts

Professional Certification

Relevant Professional Certification: 15 pts

Relevant Experience in Consultant Category

yr and <yrs: 12-23 months 10 pts

yrs and <yrs: 24-47 months 20 pts

yrs and <yrs: 48-71 months 30 pts

yrs and <yrs: 72-95 months 35 pts

yrs and <10 yrs: 96-119 months 55 pts

10 yrs: 120 + months 65 pts

4.4 Project Planner for Real Property

The required services may include, but are not limited to the following:

Part A:

  • 1. Identifying project activities and creating and maintaining the project schedule, establishing a time control system, monitoring progress (including cost and schedule controls) and responding to variances;
  • 2. Formulating and maintaining master schedule of all activities and resources by defining deliverables, identifying key milestones and deadlines, reviewing project progress, and engaging in ongoing risk management. Identify (seasonal, site or client) specific impacts on timelines, timelines for work processes and approval periods to master schedule;
  • 3. Developing detailed cash flows as the project progresses to illustrate the sequencing of work and the inter-related activities; and
  • 4. Communicating verbally and in writing with the Project Manager and with stakeholders to input modifications to the project schedule or the project Work Breakdown Structure.

Part B:

  • 5. Visiting the site and providing timely input to update the Master Schedule Plan;
  • 6. Preparing an optimized project schedule, using Critical Path Methodology, to identify measures to shorten total project duration;
  • 7. Reviewing and monitoring overall project schedule on a regular basis using information provided from the project team; mitigate schedule delays as required.
  • 8. Maintaining schedule tracking and change management records;
  • 9. Documenting issues and resolutions related to the project schedule;
  • 10. Communicating with the Project Manager, management team or stakeholders regarding project status and deliverables using logic diagrams, bar charts and narrative reports; and
  • 11. Contributing to the development and management of process and procedures used in operations.
4.5 Financial/Cost Specialist for Real Property

The required services may include, but are not limited to the following:

Part A:

  • 1. Preparing a cost and cash flow estimate (eg., identifying the resources, levels of effort and related costs) required for the project;
  • 2. Forecasting costs for specific activities such as: direct project costs, project support overhead, corporate or administrative overhead, costs of products and services, leasing costs;
  • 3. Assisting with cost control using problem solving techniques such as life-cycle analysis, value engineering, risk analysis or early estimation (elemental cost analysis);
  • 4. Analyzing trends in the real estate or construction markets and forecasting the impact of such trends on project costs;
  • 5. Monitoring actual or expected costs against previously budgeted costs and preparing variance analysis (eg. analyzing and reporting on costs to complete projects and actions to be taken to stay on budget including the state of risk allowances, reserves or contingencies);
  • 6. Preparing discounted cash-flow analysis including sensitivity analysis;
  • 7. Preparing value-for-money calculations using Monte Carlo Simulation;
  • 8. Preparing historic or pro forma financial statement or ratio analysis (based on financial, employment, spatial or other data); and
  • 9. Providing a review of a financial analysis prepared by a different party.

Part B:

  • 10. Evaluating financial management procedures;
  • 11. Reviewing submissions prepared by consultants or contractors relevant to financial activities;
  • 12. Developing business plans or financial plans;
  • 13. Providing input to update the Master (baseline) Cost Plan through:
    • Site inspections;
    • Assessing the project design and budgets;
    • Ensuring a common understanding of all contingencies or allowances; and
    • Comparing and reconciling previous project budgets with the current budget.
  • 14. Providing approved budget, forecast, variances, actuals, billings, payments;
  • 15. Assisting with cost planning including:
    • Participating in cost planning of project options and "what if" scenarios;
    • Providing advice on cost planning in order to coordinate ongoing project procurement activities with information within the organization's financial system;
    • Identifying and quantifying potential risks and making contingency recommendations in order to minimize negative cost impacts; and
    • Identifying, forecasting and analyzing project related risks focusing on the presentation, documentation and use of risk allowances or risk reserves or general contingencies.
  • 16. Developing a detailed worksheet of sub-project annual funding, forecasts, value of work done over the life of the project;
  • 17. Reviewing and monitoring overall project budget on a regular basis using information provided from the project team;
  • 18. Highlighting variances and possible mitigation strategies to bring project costs back into budget;
  • 19. Providing regular reports of project cash flow, including forecasted requirements on an as-required basis; and
  • 20. Evaluating or applying governmental or industry (i.e. Generally Accepted Accounting Principles) methods in financial decision making as they relate to real property.

Financial/Cost Specialist for Real Property Flexible Grid

Levels of Expertise

Senior: Minimum 100 pts

Intermediate: Minimum 80 pts

Junior: Minimum 65 pts

Relevant Education to the Consultant Category

University (PhD, Graduate, Undergraduate, degree): 35 pts

College or CEGEP Diploma/Certificate: 25 pts

Professional Certification

Relevant Professional Certification: 20 pts

Relevant Experience in Consultant Category

yr and <yrs: 12-23 months 10 pts

yrs and <yrs: 24-47 months 20 pts

yrs and <yrs: 48-71 months 30 pts

yrs and <yrs: 72-95 months 45 pts

yrs and <10 yrs: 96-119 months 55 pts

10 yrs: 120 + months 65 pts

4.6 Portfolio Planner for Real Property

The required services may include, but are not limited to the following:

  1. Analysis of external economic, land use and real estate market trends (environmental trends);
  2. Examine and interpret the local and community policies, plans and by-laws;
  3. Identifying the impact of anticipated environmental trends on an organization's real estate portfolio;
  4. Developing building or space accommodation standards for an organization;
  5. Developing organizational policies concerning the use of real property;
  6. Identifying future space requirements of an organization and analyzing alternative solutions to meet such requirements;
  7. Preparing profiles of existing building or portfolio condition, performance and utilization;
  8. Identifying any potential problems a real estate portfolio presents in meeting organizational goals (eg. strengths/ weaknesses/ opportunities/threats analysis);
  9. Comparing the performance of a portfolio or real property organization with its past performance, private-sector industry or government comparables;
  10. Developing real property strategies to meet the organization's goals, accommodation requirements or real property "custodial" responsibilities;
  11. Developing strategies to rationalize or dispose of a group of real property;
  12. Prioritizing numerous real property projects (e.g., maintenance, renovation / retrofit, tenant improvement, disposal, acquisition) in keeping with an organization's strategic goals and abilities;
  13. Preparing real estate development strategies and real property master plans;
  14. Preparing land use studies analyzing development initiatives or opportunities (e.g. examining transportation and servicing issues); and
  15. Developing a Communications Plan to public and media lines of inquiry.

Portfolio Planner for Real Property Flexible Grid

Levels of Expertise

Senior: Minimum 100 pts

Intermediate: Minimum 80 pts

Junior: Minimum 65 pts

Relevant Education to the Consultant Category

University (PhD, Graduate, Undergraduate, degree): 35 pts

College or CEGEP Diploma/Certificate: 25 pts

Professional Certification

Relevant Professional Certification: 15 pts

Relevant Experience in Consultant Category

yr and <yrs: 12-23 months 15 pts

yrs and <yrs: 24-47 months 25 pts

yrs and <yrs: 48-71 months 35 pts

yrs and <yrs: 72-95 months 45 pts

yrs and <10 yrs: 96-119 months 55 pts

10 yrs: 120 + months 65 pts

4.7 Claims Analyst

The required services may include, but are not limited to the following:

  1. Reviewing and analyzing project background data and reports with respect to contract issues, i.e. claims, change orders, schedule reports, delays analysis, disputed issues, etc;
  2. Providing a complete detailed analysis of the monthly project schedule submissions commencing at the beginning of the project construction;
  3. Reviewing contractors As Built Critical Path Schedule and compare to the original Baseline Plan/schedule;
  4. Analyzing where schedule delays occurred and define critical/prime issues and causes (delay events) affecting the end date; impact of extension of time; identify concurrent delays;
  5. Providing a detailed project Delay Analysis;
  6. Identifying causes, circumstances and responsibilities (i.e. Contractor, consultant, PWGSC) leading to delays and potential claims;
  7. Completing a change order analysis, including a review of Contemplated Change Notices (CCN) & Change Orders (CO). Include a history of each CO and identify if delays were caused, the extent and impacts on the end date;
  8. Establishing costs incurred by the Crown as a result of contractor-caused delays;
  9. Analyzing delay impact and associated costs resulting from the cumulative effect of numerous change orders;
  10. Assisting the Project Manager in determining why a contractor is claiming for additional costs that have not been covered by change orders; and
  11. Providing support in preparation for potential mediation.
5. TECHNICAL, ENGINEERING AND MAINTENANCE SERVICES (TEMS) STREAM

Technical, Engineering and Maintenance Services Stream Flexible Grid

This flexible grid is applied to all consultant categories of the Technical, Engineering and Maintenance Services Stream, unless otherwise specified.

Technical, Engineering and Maintenance Services Stream Flxible Grid

Levels of Expertise

Senior: Minimum 70 pts

Intermediate: Minimum 50 pts

Junior: Minimum 40 pts

Relevant Education to the Consultant Category

University (PhD, Graduate, Undergraduate, degree): 35 pts

College or CEGEP Diploma/Certificate: 30 pts

High School: 15 pts

Professional Certification

Relevant Professional Certification: 10 pts

Relevant Experience in Consultant Category

>yr and <yrs: 12-23 months 10 pts

>yrs and <yrs: 24-47 months 25 pts

>yrs and <yrs: 48-71 months 35 pts

>yrs and <yrs: 72-95 months 45 pts

>yrs and <10 yrs: 96-119 months 55 pts

>10 yrs: 120 + months 65 pts

5.1 Draftsperson/illustrator

The required services may include, but are not limited to the following:

  1. producing engineering drawings;
  2. producing data lists;
  3. producing illustrated parts breakdown and parts lists;
  4. preparing document illustrations; and
  5. preparing computer aided design.
5.2 Technician

The required services may include, but are not limited to the following:

  1. performing machinist services such as milling, turning, grinding, and fabrication on manually and/or computer controlled machines;
  2. performing metal manipulation and welding services involving oxy-acetylene, MIG, TIG and/or special metal welding techniques;
  3. performing vehicle mechanic and/or technician services involved in the servicing and repair of vehicle systems and subsystems;
  4. performing electrician and/or electrical technician services associated with the servicing and repair of vehicle and communications systems within the vehicle;
  5. performing optical, and/or optronic servicing and repair of vehicle and communications systems within the vehicle;
  6. performing electronic technician services associated with the servicing and repair of vehicle and communications systems within the vehicle;
  7. performing installation and operation of test sensors and programmable data recorders used in conjunction with equipment testing;
  8. performing optical data acquisition technical services including film and digital photo services, normal and high speed video, and/or x-ray photography.
5.3 Engineering Graduate

The required services encompass all electronic, electrical, optical, mechanical, structural and materiel systems which may include but are not necessarily limited to the following, while under the supervision of a licensed Professional Engineer:

  1. preparing specifications for and carrying out the integration of systems and equipment;
  2. conducting technical studies to produce technical options, validate and assess options, assess technical risks and evaluate designs;
  3. developing design and prototype engineering solutions to technical problems;
  4. maintaining and updating Unsatisfactory Condition Report (UCR) and Technical Failure Report (TFR) data bases. Researching, evaluating and responding to UCR/TFRs in conjunction with field support representatives;
  5. producing draft specifications of systems, sub-systems, equipment, interfaces or ancillaries;
  6. tailoring military or commercial standards, specifications or practices for incorporation into system specifications;
  7. producing draft technical evaluation plans and evaluation standards;
  8. generating and/or evaluating test plans, procedures and reports;
  9. conducting specialized electromagnetic compatibility (EMC) studies, producing acceptable EMC standards and test procedures and evaluating EMC / electromagnetic interference (EMI) test results;
  10. designing programmable data acquisition, test sensors and recorders used in conjunction with equipment testing;
  11. developing simulation and analytical models and utilizing the models for system and sub-system development and assessment;
  12. preparing airworthiness certification management plans;
  13. managing the planning, coordination, documentation and engineering efforts connected with the airworthiness certification of modifications to air systems;
  14. proposing and/or analyzing engineering change proposals, estimating costs/risks and making recommendations;
  15. preparing budgetary estimates for the completion of technical programs;
  16. preparing space and weight budgets for installations, assessing proposed designs, evaluating prototypes and developing acceptance tests for user hand over;
  17. preparing drawings, data packages and systems manuals;
  18. preparing interface standards and integration plans for the utilization of current and new systems/equipment;
  19. reviewing and making recommendations on work proposals;
  20. participating in planning meetings and technical reviews relating to the design, application management and support of software sub-systems;
  21. designing, testing and modifying hardware interfaces to digital computers. Confirming the correct functioning of hardware/software interfaces;
  22. preparing specifications and statements of work for the procurement of systems;
  23. developing quality assurance and configuration management plans and practices;
  24. conducting Materiel Acquisition and Support (MA&S) process and sub-process assessments and re-engineering;
  25. tracking, correcting and recording system and equipment configuration status and/or conformance;
  26. preparing business cases, i.e. cost/benefit analysis;
  27. developing and assessing maintenance strategies, plans and support requirements;
  28. providing equipment project management services; developing environmental protection standards, practices or policies;
  29. preparing and reviewing instructions and procedures regarding the appropriate handling, clean-up, protective clothing and safety measures to deal with hazardous materials. Developing or obtaining specifications such as material Safety Data Sheets for hazardous materials that are new to the project;
  30. conducting environmental or hazardous material assessments of equipment and systems. Assessing the toxicological impact of materials. Investigating alternate non-hazardous options;
  31. conducting system integration analyses on the organization and processes involved the introduction of and provision of ongoing support to vehicle and (or) communication systems;
  32. conducting a detailed derivation of integrated logistic system requirements for vehicle and communication systems within the vehicle and planning for the ongoing support to those systems;
  33. planning the conduct of, providing technical guidance to and conducting statistical analysis of reliability, maintainability, availability and dependability (RAMD) tests of vehicle and communication systems within the vehicle;
  34. managing the planning, coordination, documentation and engineering efforts connected with the configuration management of vehicle and communication systems within the vehicle;
  35. designing, planning, implementing and modifying quality assurance programs within manufacturing, processing or distribution systems;
  36. providing human factors engineering (ergonomics) services (physical and cognitive);
  37. conducting the human factors engineering process such as planning, analysis, design, test and evaluation, fundamentals and facilities of various environmental systems;
  38. conduct reviews of structural designs to ensure compliance with appropriate specifications, standards and guidelines;
  39. perform structural engineering analyses in the area of traditional stress analysis, preliminary design, finite element analysis, damage tolerance assessments, loads derivation, structural dynamic response and/or fracture mechanics analysis;
  40. preparing design documentation in support of structural engineering services, including draft stress reports, manufacturing drawings and/or design drawings.

Engineering Graduate Category Flxible Grid

Levels of Expertise

Senior: Minimum 120 pts

Intermediate: Minimum 90 pts

Junior: Minimum 80 pts

Relevant Education to the Consultant Category

University (PhD, Graduate, Undergraduate, degree): 55 pts

Professional Certification

Relevant Professional Certification: 10 pts

Relevant Experience in Consultant Category

>yr and <yrs: 12-23 months 10 pts

>yrs and <yrs: 24-47 months 25 pts

>yrs and <yrs: 48-71 months 35 pts

>yrs and <yrs: 72-95 months 45 pts

>yrs and <10 yrs: 96-119 months 55 pts

>10 yrs: 120 + months 65 pts

5.4 Professional Engineer (P. Eng)

Any consultant proposed for this category must be a licensed Professional Engineer in the applicable jurisdiction.

The required services encompass all electronic, electrical, optical, mechanical, structural and materiel systems which may include but are not necessarily limited to the following:

  1. preparing specifications for and carrying out the integration of systems and equipment;
  2. conducting technical studies to produce technical options, validate and assess options, assess technical risks and evaluate designs;
  3. developing design and prototype engineering solutions to technical problems;
  4. maintaining and updating Unsatisfactory Condition Report (UCR) and Technical Failure Report (TFR) data bases. Researching, evaluating and responding to UCR/TFRs in conjunction with field support representatives;
  5. producing draft specifications of systems, sub-systems, equipment, interfaces or ancillaries;
  6. tailoring military or commercial standards, specifications or practices for incorporation into system specifications;
  7. producing draft technical evaluation plans and evaluation standards;
  8. generating and/or evaluating test plans, procedures and reports;
  9. conducting specialized electromagnetic compatibility (EMC) studies, producing acceptable EMC standards and test procedures and evaluating EMC / electromagnetic interference (EMI) test results;
  10. designing programmable data acquisition, test sensors and recorders used in conjunction with equipment testing;
  11. developing simulation and analytical models and utilizing the models for system and sub-system development and assessment;
  12. preparing airworthiness certification management plans;
  13. managing the planning, coordination, documentation and engineering efforts connected with the airworthiness certification of modifications to air systems;
  14. proposing and/or analyzing engineering change proposals, estimating costs/risks and making recommendations;
  15. preparing budgetary estimates for the completion of technical programs;
  16. preparing space and weight budgets for installations, assessing proposed designs, evaluating prototypes and developing acceptance tests for user hand over;
  17. preparing drawings, data packages and systems manuals;
  18. preparing interface standards and integration plans for the utilization of current and new systems/equipment;
  19. reviewing and making recommendations on work proposals;
  20. participating in planning meetings and technical reviews relating to the design, application management and support of software sub-systems;
  21. designing, testing and modifying hardware interfaces to digital computers. Confirming the correct functioning of hardware/software interfaces;
  22. preparing specifications and statements of work for the procurement of systems;
  23. developing quality assurance and configuration management plans and practices;
  24. conducting MA&S process and sub-process assessments and re-engineering;
  25. tracking, correcting and recording system and equipment configuration status and/or conformance;
  26. preparing business cases, i.e. cost/benefit analysis;
  27. developing and assessing maintenance strategies, plans and support requirements;
  28. providing equipment project management services; developing environmental protection standards, practices or policies;
  29. preparing and reviewing instructions and procedures regarding the appropriate handling, clean-up, protective clothing and safety measures to deal with hazardous materials. Developing or obtaining specifications such as material Safety Data Sheets for hazardous materials that are new to the project;
  30. conducting environmental or hazardous material assessments of equipment and systems. Assessing the toxicological impact of materials. Investigating alternate non-hazardous options;
  31. conducting system integration analyses on the organization and processes involved the introduction of and provision of ongoing support to vehicle and (or) communication systems;
  32. conducting a detailed derivation of integrated logistic system requirements for vehicle and communication systems within the vehicle and planning for the ongoing support to those systems;
  33. planning the conduct of, providing technical guidance to and conducting statistical analysis of reliability, maintainability, availability and dependability (RAMD) tests of vehicle and communication systems within the vehicle;
  34. managing the planning, coordination, documentation and engineering efforts connected with the configuration management of vehicle and communication systems within the vehicle;
  35. designing, planning, implementing and modifying quality assurance programs within manufacturing, processing or distribution systems;
  36. providing human factors engineering (ergonomics) services (physical and cognitive);
  37. conducting the human factors engineering process such as planning, analysis, design, test and evaluation, fundamentals and facilities of various environmental systems;
  38. conduct reviews of structural designs to ensure compliance with appropriate specifications, standards and guidelines;
  39. perform structural engineering analyses in the area of traditional stress analysis, preliminary design, finite element analysis, damage tolerance assessments, loads derivation, structural dynamic response and/or fracture mechanics analysis;
  40. preparing design documentation in support of structural engineering services, including draft stress reports, manufacturing drawings and/or design drawings; and
  41. Sign-off (stamp) for final approval of technical documentation.

Professional Engineer (P. Eng) Category Flxible Grid

Levels of Expertise

Senior: Minimum 95 pts

Intermediate: Minimum 65 pts

Junior: Minimum 55 pts

Relevant Education to the Consultant Category

University (PhD, Graduate, Undergraduate, degree): 30 pts

Professional Certification

Professional Engineer (P.Eng) Licence: Mandatory

Additional Relevant Professional Certification: 10 pts

Relevant Experience in Consultant Category

>yr and <yrs: 12-23 months 10 pts

>yrs and <yrs: 24-47 months 25 pts

>yrs and <yrs: 48-71 months 35 pts

>yrs and <yrs: 72-95 months 45 pts

>yrs and <10 yrs: 96-119 months 55 pts

>10 yrs: 120 + months 65 pts

5.5 Clothing Technologist

The required services may include, but are not limited to the following:

  1. Preparing new clothing technical specifications, manufacturing data, purchase descriptions, production drawings, sealed samples and revising existing specifications, drawings, and evaluation of existing sealed samples;
  2. Supporting the design and development of clothing;
  3. Reviewing and analysing vendors and manufacturers clothing samples and testing results for compliance with given specifications and testing standards;
  4. Establishing clothing technical databases for materiel and information management;
  5. Researching technical data to confirm accuracy and (or) currency and updating specifications, as required on these findings;
  6. Preparing Statements of Work for the design and purchase of prototypes and (or) samples;
  7. Investigating Unsatisfactory Condition Reports, Material Authorization Change Requests, Design Change/Deviation Requests, Requests for Waiver, Technical Failure Reports, etc. to determine their legitimacy and to make recommendations for reply;
  8. Preparing clothing displays to meet requirements for conferences, exhibitions, briefings and meetings;
  9. Converting existing engineering drawings to new drawings utilizing commercial software applications for incorporation into specifications;
  10. Recommending revision of clothing scales of measurement in both Imperial and Metric measurements for inclusion in specifications, manufacturing data or purchase descriptions;
  11. Investigating designs, materials and processes and recommending solutions to identified technical problems through literature searches and in consultation with industry and technical experts;
  12. Supporting preparation of plans for development and (or) assessment of new requirements or items including laboratory, engineering, and field trial protocols;
  13. Evaluating prototypes and commercial products to determine suitability;
  14. Evaluating clothing against technical specifications;
  15. Preparing or revising clothing information manuals and instructor manuals;
  16. Researching and monitoring emerging technologies and (or) products and (or) industrial capabilities for clothing;
  17. Supporting compliance of environmental regulations regarding use and disposal of clothing;
  18. Supporting clothing stock reviews and recommending disposal or reassignment;
  19. Supporting preparations of maintenance/supply/repair and overhaul procedures and update notifications.
5.6 Textile Technologist

The required services may include, but are not limited to the following:

  1. Preparing new clothing technical specifications, manufacturing data, purchase descriptions, production drawings, sealed samples and revising existing specifications, drawings, and evaluation of existing sealed samples;
  2. Supporting the design and development of textiles;
  3. Reviewing and analysing vendors and manufacturers textile samples and testing results for compliance to given specifications and testing standards;
  4. Establishing textile technical databases for materiel and information management;
  5. Researching technical data to confirm accuracy and (or) currency and updating specifications, as required on these findings;
  6. Preparing Statements of Work for the design and purchase of prototypes and (or) samples;
  7. Investigating Unsatisfactory Condition Reports, Material Authorization Change Requests, Design Change/Deviation Requests, Requests for Waiver, Technical Failure Reports, etc. to determine legitimacy and make recommendations for reply;
  8. Supporting textile stock reviews and recommending disposal or reassignment;
  9. Preparing clothing and personal protection equipment displays to meet requirements for conferences, exhibitions, briefings and meetings;
  10. Converting existing engineering drawings to new drawings utilizing commercial software applications for incorporation into specifications;
  11. Recommending revision of clothing scales of measurement in both Imperial and Metric measurements for inclusion in specifications, manufacturing data or purchase descriptions;
  12. Supporting preparation or revision of textile information manuals and instructor manuals;
  13. Investigating designs, materials and processes and recommending solutions to identified technical problems through literature searches and in consultation with industry and technical experts;
  14. Supporting preparation of plans for development and (or) assessment of new requirements or items including laboratory, engineering, and field trial protocols;
  15. Evaluating prototypes and commercial products to determine suitability;
  16. Evaluating textile against technical specifications;
  17. Supporting compliance of environmental regulations regarding use and disposal of textiles;
  18. Researching and monitoring emerging technologies and (or) products and (or) industrial capabilities for textiles.
5.7 Personal Protection Equipment Technologist

The required services may include, but are not limited to the following:

  1. Preparing new clothing technical specifications, manufacturing data, purchase descriptions, production drawings, sealed samples and revising existing specifications, drawings, and evaluation of existing sealed samples;
  2. Reviewing and analysing vendors and manufacturers personal protection equipment samples and testing results for compliance to given specifications and testing standards;
  3. Establishing personal protection equipment technical databases for materiel and information management;
  4. Preparing Statements of Work for the design and purchase of prototypes and (or) samples;
  5. Supporting the design and development of personal protection equipment;
  6. Investigating Unsatisfactory Condition Reports, Material Authorization Change Requests, Design Change/Deviation Requests, Requests for Waiver, Technical Failure Reports, etc. to determine legitimacy and make recommendations for reply;
  7. Converting existing engineering drawings to new drawings utilizing commercial software applications for incorporation into specifications;
  8. Supporting personal protection stock reviews and recommending disposal or reassignment;
  9. Preparing personal protection equipment displays to meet requirements for conferences, exhibitions, briefings and meetings;
  10. Recommending revision of personal protection equipment scales of measurement in both Imperial and Metric measurements for inclusion in specifications, manufacturing data or purchase descriptions;
  11. Supporting preparation or revision of personal protection equipment information manuals and instructor manuals;
  12. Investigating designs, materials and processes and recommending solutions to identified technical problems through literature searches and in consultation with industry and technical experts;
  13. Evaluating prototypes and commercial products to determine suitability;
  14. Supporting preparing plans for development and (or) assessment of new requirements or items including laboratory, engineering, and field trial protocols;
  15. Evaluating personal protection equipment against technical specifications;
  16. Supporting compliance of environmental regulations regarding use and disposal of personal protection equipment;
  17. Supporting preparations of maintenance/supply/repair and overhaul procedures and update notifications;
  18. Researching and monitoring emerging technologies and (or) products and (or) industrial capabilities for personal protection equipment.
5.8 Nuclear/Biologist/Chemical (NBC) Personal Protection Technologist

The required services may include, but are not limited to the following:

  1. Preparing new clothing technical specifications, manufacturing data, purchase descriptions, production drawings, sealed samples and revising existing specifications, drawings, and evaluation of existing sealed samples;
  2. Supporting the design and development of NBC personal protection equipment;
  3. Reviewing and analysing vendors and manufacturers NBC samples and testing results for compliance to given specifications and testing standards;
  4. Establishing NBC personal equipment technical databases for materiel and information management;
  5. Preparing Statements of Work for the design and purchase of prototypes and (or) samples;
  6. Investigating Unsatisfactory Condition Reports, Material Authorization Change Requests, Design Change/Deviation Requests, Requests for Waiver, Technical Failure Reports, etc. to determine legitimacy and make recommendations for reply;
  7. Converting existing engineering drawings to new drawings utilizing commercial software applications for incorporation into specifications;
  8. Supporting NBC personal protection equipment reviews and recommending disposal or reassignment;
  9. Preparing NBC personal protection equipment displays to meet requirements for conferences, exhibitions, briefings and meetings;
  10. Recommending of NBC personal protection equipment revision of scales of measurement in both Imperial and Metric measurements for inclusion in specifications, manufacturing data or purchase descriptions;
  11. Supporting preparation or revision of NBC personal protection equipment information manuals and instructor manuals;
  12. Investigating designs, materials and processes and recommending solutions to identified technical problems through literature searches and in consultation with industry and technical experts;
  13. Evaluating prototypes and commercial products to determine suitability;
  14. Supporting preparing of plans for development and (or) assessment of new requirements or items including laboratory, engineering, and field trial protocols;
  15. Evaluating NBC personal protection equipment against technical specifications;
  16. Supporting compliance of environmental regulations regarding use and disposal of NBC personal protective equipment;
  17. Reviewing and analysing results of periodic testing of gas masks and canisters;
  18. Monitoring gas masks repair operations to identify tooling/facility shortfalls and investigate and recommending solutions;
  19. Supporting preparing of maintenance /supply /repair and overhaul procedures and updating notifications;
  20. Researching and monitoring emerging technologies and (or) products and (or) industrial capabilities for NBC personal protection equipment.
5.9 Handwear/Knitted Footwear and Accessories Technologist

The required services may include, but are not limited to the following:

  1. Preparing new clothing technical specifications, manufacturing data, purchase descriptions, production drawings, sealed samples and revising existing specifications, drawings, and evaluation of existing sealed samples;
  2. Supporting the design and development of handwear/knitted footwear;
  3. Reviewing and analysing vendors and manufacturers handwear and knitted footwear samples and testing results for compliance to given specifications and testing standards;
  4. Establishing handwear/knitted footwear and accessories technical databases for materiel and information management;
  5. Preparing Statements of Work for the design and purchase of prototypes and (or) samples;
  6. Investigating Unsatisfactory Condition Reports, Material Authorization Change Requests, Design Change/Deviation Requests, Requests for Waiver, Technical Failure Reports, etc. to determine legitimacy and make recommendations for reply;
  7. Supporting handwear/knitted footwear and accessories reviews and recommending disposal or reassignment;
  8. Preparing handwear/knitted footwear displays to meet requirements for conferences, exhibitions, briefings and meetings;
  9. Converting existing engineering drawings to new drawings utilizing commercial software applications for incorporation into specifications;
  10. Recommending revision of handwear/knitted footwear and accessories scales of measurement in both Imperial and Metric measurements for inclusion in specifications, manufacturing data or purchase descriptions;
  11. Investigating designs, materials and processes and recommending solutions to identified technical problems through literature searches and in consultation with industry and technical experts;
  12. Evaluating prototypes and commercial products to determine suitability;
  13. Support preparation of plans for development and (or) assessment of new requirements or items including laboratory, engineering, and field trial protocols;
  14. Evaluating handwear/knitted footwear and accessories against technical specifications;
  15. Supporting compliance of environmental regulations regarding use and disposal of handwear/knitted footwear and accessories;
  16. Researching and monitoring emerging technologies and (or) products and (or) industrial capabilities for handwear/knitted footwear and accessories.
5.10 Footwear Technologist

The required services may include, but are not limited to the following:

  1. Preparing new clothing technical specifications, manufacturing data, purchase descriptions, production drawings, sealed samples and revising existing specifications, drawings, and evaluation of existing sealed samples;
  2. Supporting the design and development of footwear;
  3. Reviewing and analysing vendors and manufacturers footwear samples and testing results for compliance to given specifications and testing standards;
  4. Establishing footwear technical databases for materiel and information management;
  5. Preparing Statements of Work for the design and purchase of prototypes and (or) samples;
  6. Investigating Unsatisfactory Condition Reports, Material Authorization Change Requests, Design Change/Deviation Requests, Requests for Waiver, Technical Failure Reports, etc. to determine legitimacy and make recommendations for reply;
  7. Supporting footwear reviews and recommending disposal or reassignment;
  8. Preparing footwear displays to meet requirements for conferences, exhibitions, briefings and meetings;
  9. Converting existing engineering drawings to new drawings utilizing commercial software applications for incorporation into specifications;
  10. Recommending revision of footwear scales of measurement in both Imperial and Metric measurements for inclusion in specifications, manufacturing data or purchase descriptions;
  11. Investigating designs, materials and processes and recommending solutions to identified technical problems through literature searches and in consultation with industry and technical experts;
  12. Evaluating prototypes and commercial products to determine suitability;
  13. Supporting preparation of plans for development and (or) assessment of new requirements or items including laboratory, engineering, and field trial protocols;
  14. Evaluating footwear against technical specifications;
  15. Provision of technical guidance to manufacturers during the production of prototypes that may include plant visits;
  16. Supporting compliance of environmental regulations regarding use and disposal of footwear;
  17. Researching and monitoring emerging technologies and (or) products and (or) industrial capabilities for footwear.
5.11 Pattern Design, Development, and Sizing Technologist

The required services may include, but are not limited to the following:

  1. Creating and inputting clothing and personal protection equipment new patterns/drawings and revising existing patterns and drawings in the apparel Computer Aided Design (CAD) system;
  2. Researching technical data to confirm accuracy and (or) currency and updating clothing and personal protection equipment pattern drawings as required;
  3. Supporting the design and development of clothing and personal protection equipment;
  4. Reviewing and analysing vendors and manufacturers clothing and personal protection equipment samples and testing results for compliance to given specifications and testing standards;
  5. Establishing clothing and personal protection equipment technical databases for materiel and information management;
  6. Preparing Statements of Work for the design and purchase of prototypes and (or) samples;
  7. Investigating Unsatisfactory Condition Reports, Material Authorization Change Requests, Design Change/Deviation Requests, Requests for Waiver, Technical Failure Reports, etc. to determine legitimacy and make recommendations for reply;
  8. Supporting clothing and personal protection equipment pattern and sizing reviews and recommending disposal or reassignment of patterns;
  9. Preparing clothing and personal protection equipment displays to meet requirements for conferences, exhibitions, briefings and meetings;
  10. Converting existing engineering drawings to new drawings utilizing commercial software applications for incorporation into specifications;
  11. Creating clothing and personal protection equipment scales of measurement in both Imperial and Metric measurements for inclusion in specifications, manufacturing data or purchase descriptions;
  12. Supporting preparation or revision clothing and personal protection equipment information manuals and instructor manuals;
  13. Investigating designs, materials and processes and recommending solutions to identified technical problems through literature searches and in consultation with industry and technical experts;
  14. Evaluating prototypes and commercial products to determine suitability;
  15. Supporting preparation of plans for development and (or) assessment of new requirements or items including laboratory, engineering, and field trial protocols;
  16. Evaluating clothing and personal protection equipment against patterns;
  17. Supporting compliance of environmental regulations regarding use and disposal of clothing and personal protection equipment;
  18. Creating clothing and personal protection equipment pattern markers for manufacturers and for evaluation of fabric usage estimates;
  19. Fabricating prototypes/samples for confirmation of patterns, assembly procedures and upgrading purposes;
  20. Researching and monitoring emerging technologies and (or) products and (or) industrial capabilities for clothing and personal protection equipment.
5.12 Clothing and Personal Protection Equipment Design and Prototyping Technologist

The required services may include, but are not limited to the following:

  1. Designing, developing and fabricating clothing, personal protection equipment and load carriage prototypes for design acceptance and specification preparation;
  2. Evaluating clothing and personal protection equipment prototypes from industry to determine construction characteristics and to determine suitability;
  3. Fabricating clothing and personal protection equipment prototypes to test patterns prior to computerized grading/sizing;
  4. Supporting evaluation of vendors and manufacturers clothing and personal protection equipment samples for compliance with specified measurements and construction methods;
  5. Supporting maintenance of specialized equipment used in the construction/fabrication of clothing and personal protection equipment.
5.13 Badges, Insignia/ceremonial Accoutrements Technologist

The required services may include, but are not limited to the following:

  1. Preparing new clothing technical specifications, manufacturing data, purchase descriptions, production drawings, sealed samples and revising existing specifications, drawings, and evaluation of existing sealed samples;
  2. Supporting the design and development of badges/insignia/ceremonial accoutrements;
  3. Reviewing and analysing vendors and manufacturers badges, insignia and ceremonial accoutrements samples and testing results for compliance to given specifications and testing standards;
  4. Establishing badges, insignia ceremonial accoutrements technical databases for materiel and information management;
  5. Preparing Statements of Work for the design and purchase of prototypes and (or) samples;
  6. Investigating Unsatisfactory Condition Reports, Material Authorization Change Requests, Design Change/Deviation Requests, Requests for Waiver, Technical Failure Reports, etc. to determine legitimacy and make recommendations for reply;
  7. Supporting badges, insignia and ceremonial accoutrements reviews and recommending disposal or reassignment;
  8. Preparing badges/insignia/ceremonial accoutrements displays to meet requirements for conferences, exhibitions, briefings and meetings;
  9. Converting existing engineering drawings to new drawings utilizing commercial software applications for incorporation into specifications;
  10. Supporting preparation or revision badges, insignia and ceremonial accoutrements information manuals and instructor manuals;
  11. Investigating designs, materials and processes and recommending solutions to identified technical problems through literature searches and in consultation with industry and technical experts;
  12. Evaluating prototypes and commercial products to determine suitability;
  13. Supporting preparing plans for development and (or) assessment of new requirements or items including laboratory, engineering, and field trial protocols;
  14. Evaluating badges, insignia and ceremonial accoutrements and insignia against technical specifications;
  15. Supporting compliance of environmental regulations regarding use and disposal of badges, insignia and ceremonial accoutrements;
  16. Researching and monitoring emerging technologies and (or) products and (or) industrial capabilities for badges, insignia and ceremonial accoutrements.
5.14 Integrated Logistics Support (ILS) Specialist

The required services may include, but are not limited to the following:

  1. preparing correspondence and documents related to the acceptance/rejection of deliverables;
  2. preparing statements of work and item descriptions for inclusion into requests for proposals;
  3. providing feedback and (or) data clarification to the project management authority;
  4. conducting evaluations of ILS bid proposals and provide feedback and recommendations to the project management authority;
  5. Working with engineering and procurement to ensure ILS efforts are integrated with other program activities;
  6. Planning and implementing logistic support elements which include: maintenance tasks, spares, training, technical publications, translation and facilities;
  7. Preparing and presenting to business units and operational divisions which cover issues of maintenance and supply support.
5.15 Technical Clerk

The required services may include, but are not limited to the following:

  1. physically assembling complete or partial Technical Data Packages (TDPs) and identifying and actioning deficiencies in data packages of systems and equipment;
  2. receiving, logging, taking custody of and acknowledging the receipt of TDPs which describe additions, modifications and/or deletions of technical data;
  3. collecting, reviewing and updating configuration management data for input into the environmental configuration management information system;
  4. modifying, validating and compiling technical data package lists, that will include:
    1. technical publications;
    2. specifications;
    3. performance test sheets;
    4. equipment and system data lists and drawings;
    5. repair and overhaul specifications; and
    6. other technical descriptors in accordance with Data Technical Descriptions (DTDs) and Data Item Descriptions (DIDs);
  5. updating, validating and compiling technical data action notices;
  6. reviewing documents, drawings and associated data for conformance to standards;
  7. formatting technical documents.
5.16 Life Cycle Management Specialist

The required services may include, but are not limited to the following:

  1. conducting engineering studies and analysis to provide technical solutions to stated technical/logistic or operational requirements/problems including preparation of Engineering Changes (ECs);
  2. defining standards and criteria related to equipment or systems maintenance;
  3. preparing, modifying or updating specifications and drawings;
  4. converting specifications and drawings to current standards or electronic formats;
  5. preparing, modifying or updating Technical Instructions and Orders;
  6. evaluating existing systems;
  7. performing configuration management;
  8. performing analysis of maintenance, repair and overhaul data;
  9. investigating Unsatisfactory Condition Reports (UCRs) and Technical Failure Reports (TFRs);
  10. preparing technical statements of requirement, draft specifications and purchase descriptions;
  11. preparing data for initial provisioning and repair parts scaling;
  12. reviewing the design, development, manufacture, installation and testing of prototype modifications;
  13. preparing repair procedures, maintenance schedules and technical data;
  14. preparing life-cycle cost estimates;
  15. preparing support cost option analysis for systems and equipment;
  16. planning, developing, implementing and administrating a data management system;
  17. performing independent verification and validation services for equipment engineering projects;
  18. providing studies and recommendations on application software development standards, methodologies and tools appropriate for the development and maintenance of related software systems;
  19. reviewing Repairable Arising Control sheets (RAC) for technical content and making recommendations;
  20. reviewing and updating material/equipment specifications;
  21. reviewing disposal certificates, making appropriate recommendations, updating maintenance handbooks, parts list and operating manuals.