Task-based supply arrangement under the task and solutions professional services method of supply

i. Requirements whose value is equal to or greater than the CKFTA Threshold up to 3.75M (applicable taxes included)

Clients may issue a contract to a Supplier satisfying the requirement particulars as set out in the bid solicitation in accordance with the following (a minimum of fifteen Suppliers, must be invited via e-mail to submit a bid):

1. logging into the Centralized Professional Services System (CPSS) Client Module and entering in search parameters that are specific to the requirement, such as: category, region/metropolitan area, level of expertise, and Indigenous status (if applicable)
2. generating, printing and including in the procurement file, a CPSS ‘Search Filtering’ list that displays a list of all pre-qualified suppliers who meet the search parameters mentioned in bullet (a)
3. selecting by name ten Suppliers from the CPSS Client Module, with the additional five randomly selected by the CPSS Client Module, or
4. selecting more than ten Suppliers from the Client Module, in which case five additional Suppliers will be randomly selected by the CPSS Client Module, or
5. selecting less than ten Suppliers from the Client Module, in which case the CPSS Client Module will randomly select a number of Suppliers that, in addition to the Suppliers selected by the Client, will total fifteen, or
6. if the number of Suppliers that meet the requirement is less than fifteen, all Suppliers will be automatically selected by the CPSS Client Module, and
7. Ensuring that a CPSS ‘Final Search results list is generated, printed and included in the procurement file that indicates which suppliers will be invited to the bid solicitation, and
8. the Client will publish a Notice of Proposed Procurement (NPP) (Chapter 4—Solicitation process) on the CanadaBuys website in which the Client identifies those invited Suppliers as per (a) through (d) above.

ii. No limit to Invitation Process

There is no limit to the maximum number of Suppliers that may be invited to submit a bid under Tier 1. Suppliers may not submit a bid in response to a solicitation unless they have been invited to do so. However, should an uninvited SA Holder wish to be invited, it may contact the Contracting Authority to request an invitation at any time prior to five calendar days before the published bid closing date, and an invitation will be made to that SA Holder unless it would not be consistent with the efficient operation of the procurement process. In no circumstance will such an invitation require Canada to extend a bid closing date. Where additional invitations are made during the solicitation process, they may not be reflected in a bid solicitation amendment.

iii. Minimum Period to Submit Proposal

Each Tier 1 bid solicitation issued will provide Suppliers with a minimum fifteen calendar days to submit their bid, which may be extended based upon a requirement's complexity.

PWGSC reserves the right to decrease the minimum period for specific requirements. These requests must be in writing and sent to the SA authority for approval.

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

The flexible grid applies to all consultant categories of the human resources services stream, unless otherwise specified.

1.1 Human resources consultant

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

Human resources (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

• providing operational HR services
• developing resourcing strategies linked to HR plans, job marketing strategy and tools
• assisting in redress process, appeals, grievances etc.
• 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
• participating in the development of potential HR models and assisting in the implementation of HR requirements and a transition plan to meet HR needs
• developing, implementing and providing advice on policies, programs and procedures regarding human resource services and programs
• 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
• providing advice on and/or participating in the establishment of processes and HR systems support for human resources programs, services and activities
• providing advice on and/or participating in the development of new programs for employees to retain career mobility
• identifying policy needs/concerns and performing comparative analysis of policies as well as developing policies, procedures, guidelines and strategies
• planning, developing, implementing and evaluating personnel and employee relations strategies including policies, programs and procedures to address an organization's human resource requirements
• advising managers and employees on the interpretation of compensation and benefit programs and collective agreements
• researching, preparing and conducting grievance committees and prepare reports
• conducting research and analysis and preparing recommendations, reports and/or conducting desk audits
• leading, participating in the conduct of organizational and central agencies monitoring and audit initiatives
• negotiating collective agreements on behalf of employers or employees, mediate labour disputes and grievances and provide advice on employee and labour relations
• planning and administering HR programs
• hiring and overseeing training of staff
• coordinating employee performance and appraisal programs
• conducting reviews, developing implementation strategies
• develop training and information sessions on HR services
• providing mentoring, tutoring and coaching assistance
• assisting in the development of HR strategies to meet business needs
• assisting in the development of integrated business and human resources plan to meet the needs of the organization
• developing and monitoring framework, conducting monitoring activities and preparing monitoring reports
• developing, implementing HR related programs, framework and initiatives
• evaluating programs and activities and reporting on lessons learned or making recommendations for the future
• researching or fact finding developing, implementing and tracking service standards, agreements
• 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:

• performing strengths, weaknesses, opportunities, and threats analysis
• leading organization and classification projects following project management principles
• developing and/or implementing functional communities organizational models and associated generic work descriptions
• developing functional charting
• developing generic work description framework and develop appropriate learning tools for its application
• analyzing current and end state, developing options and recommending new organizational structures (could include costing)
• reviewing existing work processes and organizational structures to determine their efficiency and effectiveness, and making recommendations
• performing job, activities and responsibilities analysis
• discussing with management in order to clearly define the activities and responsibilities of a specific function and/or organization, and provide options
• reviewing, evaluating current work descriptions and recommending appropriate changes
• developing and updating generic and specific work descriptions, and delineating responsibilities within streams of work
• developing and implementing new classification standards and occupational group structures, as well as providing advice
• providing advice and performing activities on conversion processes and redress mechanisms in the context of classification reform
• identifying policy needs/concerns
• researching and developing policies, guidelines, procedures and tools
• researching, preparing relativity, evaluating work descriptions
• participating in classification grievance committees and classification committees and writing reports
• researching and preparing classification relativity studies
• developing and/or providing advice on classification policies, procedures and tools
• analyzing policies and business functional requirements to identify information, procedures and decision flows, and making recommendations
• identifying organization for re-design; prototyping potential solutions, providing trade off information and suggesting a recommended course of action
• identifying the required modifications to the automated processes
• documenting workflow
• articulating business requirements
• providing advice in defining new requirements and opportunities for applying efficient and effective solutions: identifying and providing preliminary costs of potential options
• provide mentoring, coaching assistance, and/or training on classification or organizational design
• developing and delivering training
• evaluating performance framework, developing performance needs and reporting systems and processes
• researching, analyzing data and reporting on activities
• carrying out performance monitoring and reporting on activities
• developing and updating performance management systems, process and tools
• providing advice and/or performing activities related to classification monitoring
• researching, developing and implementing generic work descriptions approaches
• reviewing, evaluating, new or revised work descriptions
• compiling information and preparing reports
• 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:

• coordinating and providing advice on employment equity (EE), diversity and duty to accommodate (DTA) programs
• developing a promotion/communications strategy plan
• developing and implementing positive measures programs for all designated groups as required
• 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
• organizing seminars, workshops, etc.
• publishing promotional and educational articles in departmental and regional newsletters
• conducting reviews, developing implementation strategies
• advising HR systems groups and information technology (IT) groups on discipline requirements
• developing training and information sessions about EE
• providing mentoring and coaching assistance about EE
• 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
• researching and developing EE and diversity action plans
• researching and developing EE and diversity related programs, tools and identifying and implementing related activities
• conducting system reviews and making recommendations
• establishing, coordinating and participating on various EE and diversity Committees
• developing policies, guidelines, procedures, programs and tools
• developing, implementing, coordinating and promoting commemorative events and activities
• 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:

• directing employee relations function
• performing internal audits and taking appropriate action to correct any employee relations issues
• managing dispute resolution procedures
• conducting reviews and developing implementation strategies
• developing training and information sessions in relationship management and communications
• providing mentoring and coaching assistance
• conducting investigation, negotiating cases and informal conflict management
• managing employee-employer relationship, collective agreement
• researching, developing policies, guidelines and procedures in regards to codes of conducts, values and ethics, conflict of interest, political activity, prevention of harassments, etc.
• developing employee relations policies, to ensure consistent application of organizational policies and procedures
• developing occupational safety and health policies, guidelines, procedures and tools
• conducting consultation activities with the unions
• coordinating labour management committee meetings (national or local)
• researching, providing recommendation for the negotiation of collective agreements
• providing advice on the interpretation of collective agreements; and
• 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:

• advising and analyzing of pension due to high level of retiree and complexity and scarce resources
• providing pay and benefits services to the organization's employees and managers
• payrolling (compensation, pensions, bonuses, etc.)
• 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.
• preparing and studying salary and/or total compensation analysis for determination of employee compensation
• reviewing and making recommendations or changes to compensation plan or procedures
• overseeing program for conformance with government and organization regulations and procedures
• providing assistance in producing and directing the organization's compensation program
• reviewing benefit programs and providing information about their costs and coverage
• providing support in implementing benefit programs and procedures
• providing advice and guidance on benefit plans for the organization
• developing and/or reviewing work descriptions and assessing appropriate compensation level
• participating in market salary surveys
• developing policies, procedures and guidelines
• conducting reviews, developing implementation strategies
• developing training and information sessions on compensation
• providing mentoring and coaching on compensation
• participating in activities related to advice and analysis of pension due to high level of retiree and complexity and labour scarcity

1.6 Human resources 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

• providing advice on the development and implementation strategies related to human resources information systems (HRIS), human resources management information system (HRMIS), PeopleSoft, Software application program (SAP)
• examining and verifying employee information processed by automated human resources systems
• 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
• providing assistance with HRIS network maintenance by adding or deleting users and retaining system security
• troubleshooting user technical problems, consulting HRIS IT resources where necessary and providing training
• managing programs and maintaining human resources information and related records systems
• developing policies, procedures and guidelines
• conducting reviews, developing implementation strategies
• providing mentoring and coaching assistance about HR information system
• developing and providing training and information sessions about HR information system
• developing HR reports and template and tools for managers to simplify access and encourage them to use system
• developing mapping exercise, analysis of needs, implementation

1.7 Leadership development consultant

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

• analyzing executive/manager leadership skills strengths and weaknesses
• developing leadership improvement programs
• establishing and facilitating forums and workshops for managers to share leadership experiences and challenges
• designing, developing and implementing mentorship programs and sessions
• conducting reviews and developing implementation strategies
• developing information sessions about leadership development
• developing talent management and succession readiness strategies;
• developing target workshops that helps managers become sponsors or agents of change and how to use effective communication as a change tool
• conducting benchmarking exercises; and
• developing key functions concepts for succession planning

1.8 Staffing consultant

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

• developing staffing and resourcing strategies
• developing monitoring framework and implement and conduct monitoring
• providing manager with demographic information and assisting in developing strategies to meet HR needs
• providing advice and guidance on different types of merit criteria/qualifications
• providing advice on workforce and process pros and cons
• identifying links with departmental human resources/employment equity/business plans
• providing advice on effectiveness of assessment instruments and assisting in development or choice of proper instruments
• advising manager of organizational policy
• assisting manager in appropriate sequencing and application of merit criteria
• providing advice, guidance, and assistance on review of decision and impact of change, if any
• creating departmental staffing report(s) including preparation, data gathering, interviews, and monitoring staffing report and various activities
• performing activities including recourse, appeals, early intervention process, and alternative dispute resolutions for staffing purposes
• extending job offers and establishing starting salaries
• developing or assisting in developing strategies and plans (that is staffing or resourcing)
• developing monitoring framework and implementing and conducting monitoring
• developing and reviewing appointment sub-delegation instruments, the sub-delegation process and the supporting tools (that is tables, sub-delegation certificates
• conducting environmental and statistical reviews
• 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)
• providing advice and recommendations in regards to addressing staffing and recruitment challenges considering organizational strategies and plans
• developing and implementing recruitment and employment strategies
• providing advice and recommendations in selecting the choice of appointment process
• 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.
  • compiling and preparing the final board reports and finalizing the results of the processes (such as establishing pools of candidates)
• planning, developing, coordinating and administrating various staffing and staffing related initiatives such as job fairs, collective staffing and targeted recruitment initiatives
• providing operational staffing services to a group of client managers
• providing advice and guidance to managers on staffing investigations, audits and public service staffing tribunal complaints
• developing staffing policies, guidelines, procedures, and tool
• providing monitoring and reporting activities with respect to staffing within the organization or for central agencies
• drafting staffing report(s) including the preparation, data and information gathering, interviews, drafting of documentation
• developing information and learning sessions or events for managers, employees or staffing experts
• reviewing employees' or candidates' qualifications to address redeployment or placement of personnel
• developing a framework or process for pool management and coordinate the management of a pool
• advising managers and employees on staffing policies and procedures
• providing mentoring, tutoring or coaching assistance on staffing

1.9 Human resources 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

• developing and monitoring public policies, programs, standards and procedures
• identifying policy needs and concerns
• performing policy comparative analysis
• advising managers on the interpretation of policies, programs and national/international agreements and regulations
• identifying change management tools and processes that support change management strategies and plans
• carrying out performance monitoring and reporting activities
• develop and deliver training on application of policies

1.10 Human resources 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.

• ensuring the appropriate preparation, completion, distribution and filing of HR documentation
• ensuring the appropriate data entry, and/or the compilation of data and information and the preparation of reports
• responding to human resources inquiries and relaying the inquiry to the appropriate person
• assisting in the development of administrative procedures and tools
• assisting in the coordination of appointments, interviews, testing, scheduling of events and learning sessions etc.
• providing administrative support to HR manager, advisors or an HR specialist; and
• providing administrative, clerical or coordinating support in the development and/or implementation of HR activities, programs and tools
• executing human resources support activities
• providing assistance in the areas of human resources, or employee communications
• delivering a variety of written tests to candidates and requesting testing as required
• training administrative assistants in client organizations on procedures and automated systems used for completing HR activities
• providing direct advice, guidance and services to clients for HR services
• 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
• adjusting, modifying and updating HR management methods, practices and procedures
• 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

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.

2.1 Business analyst

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

• advising senior management on a range of issues affecting the organization's ability to achieve the project's business objectives
• identifying opportunities for organizational improvement
• assisting in the prioritization and assignment of organizational improvements
• developing and/or implementing an organizational improvement plan, business plan, policies and standards
• making recommendations and providing advice for improvements and assisting in developing solutions, scenarios and implementing recommendations
• preparing and presenting findings, status and other relevant matters
• collecting and analyzing information and presenting findings on complex issues, carrying out or coordinating research as required and preparing reports
• identifying and researching best practices
• processing problems into solutions or new opportunities/initiatives
• analyzing, advising on, and implementing business processes, strategies and functions
• advising on business decisions
• preparing and advising on contracts structure and enforcement
• leading and managing various business systems and process improvements (for example, initiating redesign to promote increased efficiencies and reduce overall costs, implementing improvements to automation of process)
• recognizing market factors and adapting business decisions to the context of the organization's sector and industry
• implementing and advising on measures to mitigate risk
• facilitating joint application development (JAD) session and acting as facilitator during workshops
• translating the business requirements into system/functional requirements
• analyzing and documenting the business requirements and delivering work products through the life cycle
• assessing the organization's capacity/capability to undertake and successfully deliver t an initiative or a change
• consulting stakeholders (individually or by means of facilitating group sessions) to identify comprehensive business requirements
• documenting business requirements for all stakeholders
• providing support in analyzing, evaluating and controlling risks, especially related to requirements
• managing the implementation of an organizational improvement plan to identify, analyze, plan, track and control organizational improvements on a continuous basis; and
• performing strengths, weaknesses, opportunities and threats (SWOT) analysis when producing a business case to determine whether further investment in a project is warranted

2.2 Business continuity consultant

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

• designing and conducting threat and risk assessments
• developing and implementing disaster recovery plans and business continuity plans
• designing exercises for executives, management and staff in the form of exercise seminars, tabletop exercises, command post exercises, simulations and/or full-scale exercises
• developing exercise materials such as exercise scenarios, control plans and evaluation plans
• implementing exercises for executives, management and staff
• performing business continuity in the context of strategic planning, policy and standards development and organizational assessment; and
• 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:

• specifying the organization's objectives, developing policies, standards and plans to achieve objectives
• advising senior management on a range of issues affecting the organization's ability to achieve the business objectives
• identifying opportunities for, assisting in the prioritization of, and assignment of organizational improvement
• developing and/or managing the implementation of an organizational improvement plan to identify, analyze, plan, track and control organizational improvements on a continuous basis
• making recommendations and providing advice for improvements and assisting in developing solutions and implementing recommendations
• collecting and analyzing information and presenting findings on complex issues, carrying out or coordinating research as required and preparing reports
• defining and producing business requirement document
• coaching on business
• assisting stakeholders with understanding their strategic goals
• analyzing stakeholder's business objectives and recommending and developing solutions to address their business problem
• implementing and evaluating cross-functional decisions that will enable an organization to achieve its objectives
• assessing the organization's capacity/capability to undertake and successfully deliver an initiative or a change
• defining, developing and implementing business strategies and plans
• examining the link between the goals of the organization and how the work is performed to achieve those objectives at strategic and operational levels
• processing problems into solutions or new opportunities/initiatives, identifying and researching best practices
• performing strengths, weaknesses, opportunities and threats (swot) analysis; and
• developing mission and vision statements

2.4 Organization development consultant

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

• 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
• advising senior management on a range of issues affecting the organization's ability to achieve a program or project's objectives
• establishing a set of business rules and policies governing an organization's human resource management arrangements
• assessing existing and planned changes in HR management strategies to ensure consistency between an organization's HR management strategies and government-wide strategies
• designing processes to regularly review and revise existing accountabilities and competencies as the organization evolves
• 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
• defining potential organizational changes and improvements based on an organization's strategy and values
• developing and/or implementing organizational change and improvement plan including identifying organizational changes and improvements, and prioritization of recommended improvements
• using the appropriate organizational development methodology and approach to assessment and intervention
• prototyping potential solutions, scenarios, providing trade off information and suggesting a recommended course of action on organizational improvements/changes
• providing advice on and/or assisting in implementing organizational changes and improvements
• developing coaching, mentoring, information sessions and training the organization to perform any of the above actions
• conducting reviews and developing implementation strategies
• 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:

• reviewing existing work processes and organizational structure
• analyzing existing business processes, identifying opportunities for process improvements
• mapping existing processes and developing and mapping recommended new processes, changes
• analyzing business functional requirements to identify information, procedures and decision flows
• providing advice on key initiatives that enable the organization to deploy high-impact business processes that are focused, accountable and measurable
• identifying candidate processes for re-design
• prototyping potential solutions, scenarios, providing trade off information and suggesting a recommended course of action
• providing advice in defining new requirements and opportunities for applying efficient and effective solutions
• identifying and providing preliminary costs of potential options
• providing advice in developing and integrating process and information models between processes to eliminate information and process redundancies
• identifying, recommending and planning new processes
• providing advice on and/or assisting in implementing new processes
• identifying the required modifications to the automated processes
• documenting workflow
• using business, workflow and organizational tools
• developing policies, procedures and guidelines
• conducting reviews and developing implementation strategies
• advising HR systems groups and IT groups on discipline requirements
• developing training and information sessions and mentoring on business processes
• analyzing and defining business processes related to both "as Is" "to be" status

2.6 change management consultant

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

• designing interventions aimed at improving organizational effectiveness through system-centered change
• 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
• developing and implementing change management strategies, plans, framework
• identifying change management tools and risks
• providing expertise, consultative advice, guidance and coaching to build project capacity to make effective use of change management strategies and related tools
• articulating the purpose of change in a manner that makes sense to staff and provides a compelling picture of the new organization
• designing and conducting a change readiness assessment in order to plan and carry out a change management strategy
• coaching staff on the value of their contribution within the new organization
• evaluating the effectiveness of the change management initiative
• developing performance measurement/evaluation frameworks
• integrating performance monitoring disciplines in an organization's development or change management plan; and
• 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:

• conducting interviews, surveys and workshops
• collecting, analyzing and synthesizing information that provides insight into best practices and lessons learned that would effectively support managing change
• performing analysis of business processes to recommend the best option to address any concerns, gaps, etc. including the potential risks and benefits
• providing input for the development of new processes
• 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:

• 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
• conducting an assessment of the project's business architecture, process and performances
• recommending changes to improve operational performance
• ensuring consistency and integration with the organization's and government architectures and business strategies
• evaluating the feasibility of the architecture and technologies related to a business change
• developing principles of operation and concept of operations
• identifying risks associated with the architecture and technologies and recommending risk mitigation
• advising senior management on trends and emerging technologies and their impact on the organization's and government architectures and business strategies
• recommending alternative solutions, methodologies and strategies
• assisting in the prioritization and assignment of architectural improvements
• managing the development and implementation of an architectural improvement plan; and
• coaching, mentoring and training the organization on business architecture

2.9 Statistical analyst

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

• reporting results of statistical analyses, including information in the form of graphs, charts, and tables
• processing large amounts of data for statistical modeling and graphic analysis, using computers
• identifying relationships and trends in data, as well as any factors that could affect the results of research
• analyzing and interpreting statistical data in order to identify significant differences in relationships among sources of information
• preparing estimates and forecasts using statistical techniques
• preparing data for processing by organizing information, checking for any inaccuracies, and adjusting and weighting the raw data
• evaluating the statistical methods and procedures used to obtain data in order to ensure validity, applicability, efficiency, and accuracy
• evaluating sources of information in order to determine any limitations in terms of reliability or usability
• planning data collection methods for specific projects, and determining the types and sizes of sample groups to be used
• 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:

• developing, planning strategies and processes to transfer explicit and tacit knowledge across time, space and organizational change, including retrieval of critical archived information
• facilitating knowledge creation, sharing and reuse
• developing partnerships and alliances, designing creative knowledge spaces, and using incentive structures
• facilitating knowledge of learning styles and behaviours, strive for continuous improvement and be actively engaged in exploring new ideas and concepts
• designing, developing and sustaining communities of interest and practice
• creating, developing and sustaining the flow of knowledge, policies and standards
• understanding the breakthrough skills needed to leverage virtual teamwork and the effective use of social networks
• performing cultural and ethnographic analyses, developing knowledge taxonomies, facilitating knowledge audits, and performing knowledge mapping and needs assessments
• capturing, evaluating and using best-known practices to transfer best practices
• providing mentoring, training and coaching assistance on knowledge management
• moderating focus group/discussion
• consulting on group process
• developing research and implementation strategies for knowledge management, information management, document and records management and data management
• managing change knowledge initiatives and retrieval of critical archived information
• providing group problem solving and decision making
• providing strategic or participatory planning
• performing team building activities

2.11 Information/records management/recordkeeping specialist

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

• collecting, crating, receiving and/or capturing information
• organizing, using, and/or disseminating information
• maintaining, storing and/or preserving information
• disposing of information
• coordinating management of an organization's information-based resources, including its information holdings and investment in technology
• planning, directing and controlling all of the organization's information-based resources to meet corporate goals and to deliver programs and services
• coordinating of information storage requirements and interface with information technology
• providing document and records management
• coordinating Access to Information Act and Privacy Act requirements^{footnote **}
• defining produce business requirement document
• conducting subject-specific research in the archival holdings of federal departments and agencies
• producing professional research reports based on detailed research into federal records
• developing, organizing, monitoring, conducting and reporting on sustained archival research projects
• identifying, classifying, archiving, preserving, and destroying records
• 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
• managing a library or a library service
• cataloguing, indexing and classifying information audio-visual and electronic documents
• organizing and maintaining "virtual" services
• establishing and implementing metadata standards and guidelines
• analyzing and reporting on the effectiveness of the implementation of information management standards
• identifying and analyzing content management issues and providing recommendations to management for improvement
• delivering research and reference services
• searching online systems and the web to find information; and
• delivering library services
• provide advice and guidance in the field of recordkeeping as relates to capacity building, legacy records management and e-records sustainability
• provide advice and guidance in the field of recordkeeping as relates to the implementation of recordkeeping policy, regulations and legal requirements
• 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:

• assessing the readiness of a policy, program or initiative to be evaluated
• planning specific evaluations or related studies of individual or clusters of programs, policies or initiatives
• developing terms of reference for evaluation projects
• preparing logic models, program theories/theories of change or assessment tools
• constructing work plans, including evaluation planning reports or frameworks and associated methodologies
• developing, testing and implementing evaluation methods and data collection tools (including surveys, interview guides, focus group discussions, case studies)
• collecting and analyzing both qualitative and quantitative data (including socio-economic and statistical analysis, collecting baseline data, conducting impact analysis)
• assessing the relevance and performance (including impact, efficiency and cost-effectiveness) of programs, policies or initiatives
• 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
• 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
• conducting and writing synthesis or meta-evaluations
• aid in the compilation, analysis and dissemination of findings, lessons learned and best practices
• briefing evaluation staff and program management on major results and findings, including preparation of presentations; and
• aid in writing other materials, documents, tools and instruments related to the work

2.13 Performance measurement consultant

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

• 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
• 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
• developing conceptual frameworks, methodological approaches and designs for performance measurement of projects, programs, services, organizations/institutions, policies and initiatives
• developing performance measurement indicators/measures/benchmarks and tools and instruments for project, program, institutional, or policy monitoring, reviews, or on-going assessments
• providing performance measurement advice and support (for example 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
• compiling, analyzing and/or interpreting performance data and preparing performance reports; and
• compiling, analyzing and/or interpreting performance data and preparing performance reports; and
• research performance measurement uses and practices in other jurisdictions (includes provincial and international jurisdictions)

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 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:

• providing orientation on their field of expertise to a range of target groups (for example 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
• 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 (for example performance metrics and targets, data sources, and frequencies for data collection) in accordance with Treasury Board policies and Treasury Board Secretariat guidance and directives
• 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
• 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
• providing field-specific performance measurement advice (for example 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
• analyzing and/or interpreting performance data and preparing performance reports
• researching field-specific performance measurement uses and practices in other jurisdictions (includes provincial and international jurisdictions)
• conducting comparative analysis and advising on best practices, including benchmarking performance, international comparisons and case studies
• 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
• validating evaluation approaches, methodologies, findings, conclusions and recommendations, using methods such as (but not limited to) validation from a technical expert standpoint
• participating on peer review or similar panels for evaluations or act as an third-party reviewer of draft evaluation products
• advising on sensitivities in their specific fields (for example on working with groups of 'at-risk' stakeholders) and issues related to ethics and values related to performance measurement and evaluation; and
• facilitating connection to other key experts in the field as required for performance measurement or evaluation purposes

2.15 Facilitator consultant

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

• encouraging group members to participate and interact productively and guide the group through an effective process
• facilitating strategic and operational planning
• facilitating team building sessions
• facilitating knowledge transfer, coaching and skills development
• utilizing tools and techniques to engage participation such as (but not limited to) brainstorming session, role playing, walk-throughs
• facilitating large and small groups
• providing electronic facilitation services
• moderating group discussions
• stimulating a constructive and clear exchange of ideas among the members and promoting feedback
• redirecting group members to carry on with an interaction when tangents occur
• 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
• guiding a group to consensus and desired outcomes
• planning and preparation of the session such as understanding the clients needs, predefine the approach and techniques to be used and develop event plan
• promoting group participation, mutual understanding and shared responsibilities among the group by fostering open participation with respect for client culture, norms and participant diversity
• 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
• 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
• working with different levels of hierarchy within an organization on a national level

Project management services stream flexible grid

The flexible grid applies to all consultant categories of the project management services stream, unless otherwise specified.

3.1 Project administrator

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

• assisting project team in all management activities including financial, planning and contracting aspects
• providing administrative and technical support of a clerical nature as required to a project team
• assisting in performing such tasks as maintaining project documentation and records
• 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
• tracking project change requests
• 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
• communicating with project management a on administrative matters related to the project
• assisting in the preparation and coordination of documentation in response to scheduled and unscheduled reports, returns and observations to update management of project progress
• receiving incoming mail (both hard copy and email), prioritizes, assesses urgency, sets deadlines
• developing/maintaining bring forward (BF) and other control systems for action items
• researching and locating background information, analyzes, extracts relevant information and writes summaries; and
• maintaining and tracking financial transactions, enters commitments and expenditures into the projects financial budget

3.2 Project manager

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

• planning and coordinating project management activities including financial, planning and contracting aspects
• planning and organizing a project management office
• giving briefings on progress and concerns of project
• coordinating and preparing documentation in response to scheduled and unscheduled reports, returns and observations to update management on project progress
• planning and coordinating the activities of project personnel, internal customers, contractors and other support providers
• preparing formal work breakdown structure and compliance charts
• producing draft plans and sections for incorporation into the project implementation plan
• preparing draft evaluation plans, criteria and evaluation schedules
• developing, planning, analyzing, evaluating and prioritizing deliverables and requirements
• defining and documenting development team objectives
• determining and obtaining budgetary requirements, composition, roles, responsibilities and terms of reference for the team
• planning, directing and controlling the activities of a project team within scheduled time and cost parameters
• monitoring the design, implementation and operations start up of the project against established goals, objectives and milestones
• reporting progress of the project on an ongoing basis and at scheduled points in the life cycle
• meeting with stakeholders and other project managers and stating problems in a form capable of being solved
• preparing plans, charts, tables and diagrams to assist in analyzing or displaying problems
• working with a variety of project management tools
• formulating and managing project plans by defining deliverables, identifying key milestones, reviewing project progress, and engaging in ongoing risk management
• coordinating and directing project team(s) in order to meet project objectives for content, quality, costs, and schedules
• ensuring management staff is provided with timely and accurate project information and status updates
• developing project control and reporting procedures and managing changes in operational plan
• conducting post project reviews/lessons learned
• contributing to the organization's strategic and business planning initiatives (for example, identifying strategic goals and objectives and implementing initiatives to achieve them, policy development, standards development and program review)
• assuming leadership at the appropriate phases of planning, action, and evaluation
• recognizing and taking action on opportunities to combine professional resources through partnering arrangements (for example, multi-disciplinary practices)
• contributing to development of organizational vision and mission; and
• coordinates, drafts and prepares for signature formal project documents and reports

3.3 Project leader/executive

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

• 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
• advising senior management on a range of issues affecting the organization's ability to achieve the project's business objectives
• assisting in the prioritization and assignment of projects within the program/portfolio
• managing several senior project managers, each responsible for an element of the project/program/portfolio and it's associated team (for example project and financial management)
• meeting with organizational executives to ensure all organizational (internal and external) stakeholders are committed to moving forward on the project (for example opportunity evaluation)
• 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
• managing the implementation of a project/program/portfolio to identify, analyze, plan, track and control progress on a continuous basis
• making recommendations and providing advice for improvements and assisting in developing solutions and implementing recommendations (for example policy development and standards development)
• preparing and presenting findings, status and other relevant matters
• overseeing the development of a Project Business Case (for example business planning and program review)
• managing program changes in accordance with the change management process
• motivating the team to ensure commitment to the program's objectives specifying the general requirements of the project
• developing project alternatives and identifying their administrative, economic, and technical feasibility and practicality associated policy and organizational change requirements
• planning, directing, and controlling the activities of a project team within scheduled time and cost parameters
• producing overall project plans and obtaining approval of preliminary analysis
• updating and providing briefings to upper management on progress and concerns of the project

3.4 Project planner

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

• developing and maintaining project schedules, documentation and a master schedule of all projects and resources if more than one project
• tracking the progress of the project including cost and schedule controls
• documenting issues and resolutions related to the project scheduler
• communicating verbally and in writing with the project manager and if necessary with stakeholders to input modifications to the project schedule
• communicating with the project manager and if necessary with stakeholders regarding project status and deliverables
• informing management of project status and direction
• contributing to the development and management of process and procedures used in operations; and
• documenting and managing project and financial records as appropriate

3.5 Quality assurance/management specialist

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

• developing, deploying and evaluating policies, procedures, standards, initiatives, metrics, forms and tools for the quality management system
• verifying and confirming if the quality management system's process assets (policies, procedures and standards) are being adhered to
• leading process improvement initiatives, and facilitating/coaching teams which are performing process improvement initiatives
• managing and monitoring all aspects of the quality management system
• conducting conformance audits of the quality management system. Reporting results and recommending appropriate corrective actions to deal with the non-conformances
• tracking and reporting on the implementation of corrective actions. Confirming that corrective actions effectively addressed the root-causes of the non-conformances
• contributing to the development and implementation of an integrated approach to quality, risk and performance management for the organization
• 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)
• using multiple quality management methodologies and tools to address the organization's business needs (measurement and management of organizational performance)
• developing process management by application of continuous improvement methodology
• 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
• 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:

• conducting risk assessments and evaluating potential risk and losses
• identifying project and procurement risks
• reviewing and auditing claims
• recommending alternative solutions, methodologies and strategies for risk mitigation and management
• assisting in prioritization and assignment of risks
• assisting in the development and/or implementation of risk management plans
• 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
• coaching, mentoring and training project teams in risk mitigation techniques
• developing and implementing business continuity plans
• developing crisis and emergency communication and/or management planning strategies
• reviewing the organization's insurance and risk management programs and making recommendations regarding coverage improvements, administration, loss control and financing mechanisms
• providing leadership and support to the design, implementation and evaluation of clients products/services performance measures, risk management and risk mitigation strategies
• documenting process improvements
• preparing reports for internal or external publication (corporate services, policy, communications)
• liaising with and interviewing stakeholders, as required, to obtain, clarify and exchange information, in-order to co-ordinate and manage the risk assessment process
• 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
• identifying, confirming and documenting the objectives and priorities specific to the process, project, program or strategic direction being assessed, feasibility studies
• 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
• 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
• recommending a ranked-order for risks and opportunities identified
• recommending and documenting suggested Risk Responses necessary to manage the likelihood and/or impact of the identified risks
• performing control risk assessments and analysis, which may include statistical sampling and analysis of existing controls
• assisting with the on-going monitoring of risk and assisting with the implementation of risk response/mitigation strategies
• preparing draft and finalized risk assessments, briefing notes, presentations and papers related to risk management, and developing and updating risk management plans; and
• 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:

• 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,)
• providing briefings on progress and concerns of procurement (contract process management)
• planning, coordinating, preparing and controlling documentation for procurement plan and process, depending on method of procurement
• planning and coordinating the activities of project contractors and other support providers (procurement integration in project management)
• preparing, reviewing and/or finalizing statement of work for potential procurement
• preparing draft selection methodologies, evaluation plans, evaluation criteria (mandatory and point rated) and evaluation schedules for procurement
• developing, planning, analyzing, evaluating and prioritizing deliverables and requirements (bid evaluation)
• monitoring the implementation and operations of the contract against established goals, objectives and milestones
• reporting progress of the contract on an ongoing basis and at scheduled points in the lifecycle
• identifying potential problems and propose solutions
• ensuring management staff is provided with timely and accurate project information and status updates
• developing and implementing procurement control, monitoring of system contract delivery and continuing service delivery and reporting procedures and managing changes
• conducting post procurement reviews and contractor evaluations/lessons learned
• leading or participating in negotiations and developing procurement process and/or business process maps
• 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
• production of evaluation reports and procurement recommendations for internal stakeholders and sign-off authorities

3.8 Financial specialist

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

• planning and coordinating financial management activities including financial estimates and business requirements
• evaluating financial management procedures
• conducting cost benefit analysis and life cycle costing (cost and estimate management)
• developing business plans
• developing models to carry out cost analysis of the resources required to perform specific inspections related to a project (project management)
• performing risk analysis
• determining the resources required for implementation of projects such as acquisition costs, operation and maintenance costs and both recurring and non-recurring costs
• 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)
• 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)
• identifying an organization's financial and non-financial objectives so as to improve its performance, determining whether those objectives are being effectively achieved
• 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:

• following-up on projects, major Crown projects and/or sensitive or complex project initiatives, where Canada requires a third party opinion
• assisting project management professionals in project monitoring and coordination
• providing administrative and technical support as required to the project team
• 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
• ensuring project and contract activities, deliverables, milestones, timelines and financial commitments are tracked and commitments are being fulfilled
• communicating and coordinating meetings with project management professionals and other executive and customer stakeholders on matters related to the project
• performing a liaison role amongst all project management, executives and customer stakeholders
• preparing monthly, quarterly, yearly financial and project reports and other project monitoring reports to management and executives; and
• preparing annual reports, project progress reports, results achieved reports, lesson learned documentation and recommendations for improvement documentation at the executive level

3.10 Technical writer

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

• 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
• modifying, validating and compiling documents such as technical publications in general, specifications, equipment and system data lists, drawings etc.
• gathering information, analyzing the subject and the audience, and producing clear documentation
• studying existing material and interviewing stakeholders
• creating accurate, complete and concise documentation to communicate the needs of the requirement
• assimilating and conveying technical material in a concise, effective manner
• following governmental publishing guidelines
• reviewing documents, drawings and associated data for conformance to established standards
• planning, researching and writing manuals, specifications and other non-journalistic articles
• design the layout of the documents/manuals
• 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:

• planning, researching, modifying, assisting, writing and/or reviewing memos, scripts, plays, essays, speeches, manuals and other non-journalistic articles with conformance to established standards
• developing and implementing strategic communication plans in geographically dispersed organizations going through an organizational transformation (change management)
• providing communications consultation advice to support strategic communications initiatives and strategies
• creating communications support materials
• 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
• developing and implementing communication strategies and plans
• expressing and exchanging information in a clear and concise manner
• ensuring information is communicated to the appropriate people in a timely manner
• preparing reports for specific purposes using clear, communicative, and professional language (for example, audit reports, management letters, consulting reports, financial reports)
• ensuring communications are clearly understood by encouraging and listening to feedback both internally and externally in the organization
• structuring external communications to project an appropriate corporate image
• ensuring confidentiality with respect to organizational or client information and data
• determine target audiences in order to better develop messages
• identify and determine communications impediments and barriers
• provide advice on matters relating to policy/program development approaches or options and communications planning alternatives (internal or external)
• researching, developing and implementing communications strategies involving social media and related content (that is blogs, microblogs, wikis, crowdsourcing, content communities, social networks, etc.)
• provide support and assist communicators in using social media channels to complement traditional channels
• providing suggestions on cost-cutting measures in the communications process

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.

4.1 Project administrator for real property

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

• assisting project team in management activities including financial, planning and contracting aspects
• providing financial administrative support to suit requirements
• assisting with security clearance process
• establishing project administration procedures
• 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 email), prioritizes and assesses urgency of mail and sets deadlines
• 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
• participating at project meetings, preparing/distributing minutes and records of decision
• providing comprehensive project planning and monitoring, reporting using project plan format
• 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
• communicating with project management on administrative matters related to the project
• assisting with the review of project requirements with specialists, other jurisdictional authorities and stakeholders
• 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
• assisting in managing request for information (RFI) procedures
• providing support to tendering and contracting processes as requested; supporting start-up construction process (preparation and meeting) by assisting in managing construction logistics: forecast, coordinate work, avoid disruptions to occupants
• providing support in the preparation of timely and accurate contemplated change notices (CCN's) and change orders (CO's) for approval, tracking and communications
• supporting post-construction services and post-construction evaluations

4.2 Project manager for real property

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

4.3 Project leader for real property

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

• 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
• specifying the general requirements of the project: developing, verifying and gaining acceptance of the project scope, budget, schedule and scope change control
• assisting in the prioritization and assignment of projects within a larger program or portfolio of projects
• managing several senior project managers, each responsible for an element of the project or program or portfolio and its associated team (for example project and financial management)
• identifying and assigning project roles, responsibilities and reporting relationships, developing work plans, ensuring adequate human resources, and developing a productive team environment
• 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
• meeting, negotiating and gaining support from internal and external organizational stakeholders (for example senior government executives, private-sector interests, municipal interests, community groups, etc.)
• developing project alternatives and identifying their administrative, organizational, economic, or technical feasibility
• assisting in obtaining required project approvals from relevant stakeholders (internal approval, zoning, heritage, etc.) including the review and interpretation of municipal by-laws
• undertaking due diligence activities for the acquisition or disposal of property (for example highest & best use studies, site selection studies)
• developing real property master plans, detailed site development plans or land use plans analysing development initiatives (for example transportation or servicing studies, analysis of traffic, parking, pedestrian activity, transportation demand management or other urban planning issues)
• preparing offer call documents to be used in property acquisition or disposal
• examining and making recommendations concerning land title issues
• identifying, obtaining and managing environmental approvals, permits or licenses
• managing the implementation of a project or program to identify, analyze, plan, track and control progress on a continuous basis
• 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
• preparing life-cycle cost estimates using the discounted cash-flow method and sensitivity analysis
• managing program changes in accordance with the change management process
• developing risk management plans
• managing safety as an integrated part of the construction project following accountability frameworks and documentation to ensure consistency of practice and due diligence
• developing a communications plan that outlines the claims resolution process
• developing a communications plan, press releases and questions and answers to media lines of inquiry
• assisting in organizing media events or building tours for the public or senior management; and
• producing camera-ready graphics of communication material or information panels for on-site exposition

4.4 Project planner for real property

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

4.5 Financial/cost specialist for real property

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

5. Technical, engineering and maintenance services stream

6. Health services stream

A brief description of each type of health service is provided below. The description outlines the general nature of the services required. Individual request for proposal s will elaborate on particular requirements within the context of the below description. For each category, the supplier must ensure that the proposed resource(s) meets the specific mandatory professional criteria. These criterions are defined in the mandatory criteria pages.