Learning services streams and categories

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Part A: Supply Arrangement

1. Supply Arrangement

The Learning Services (LS) method of supply is a government-wide procurement vehicle designed to provide access to pre-qualified Suppliers who can create, update or convert government owned training courses including training material for Traditional Classroom based training, eLearning / on-line training and Blended Learning as well as deliver government owned training.

This procurement methodology has been developed to cover 7 areas of expertise commonly requested: Strategic Learning Advisory Services, Instructional Design and Development Services, Custom and Rapid eLearning Product Programming, Multi-Media Design and Development, Training Delivery, Training Evaluation Services, and Project Management.

Tasks are finite work assignments that require one or more consultants to complete. A task involves a specific start date, a specific end date and set deliverables. Tasks are usually not large projects, although they may be subsets of a larger project. Tasks may require highly specialized work to be performed requiring a rare or unique skill or knowledge for a short period of time.

The Supply Arrangement (SA) encompasses only those Services described in "Annex A: Streams and Categories", which are further identified in the case of each specific SA holder in "Annex C: Qualified Streams and Categories" at issuance of the SA.

In addition to the Clauses and Conditions enumerated in Section 3 below, contracts resulting from this SA can, at the discretion of Identified Users, incorporate: Task Authorizations, various security requirements, options to extend the contract (within the scope of the applicable Tier), & Limitations of Expenditure & Liability. Also, at the discretion of the Identified Users, to add additional competencies to any category in Annex A for the type and level of education, certification or experience based on the expertise required for the category; and/or add accessibility criteria.

2. Security requirement

  1. The Supplier must, at all times during the performance of the SA hold a valid DOS, issued by the Canadian Industrial Security Directorate (CISD), Public Services and Procurement Canada (PSPC). The SA Authority may verify the Supplier's security clearance with CISD of PSPC at any time during the period of the SA
  2. The requirements to be procured under this SA are subject to the requirements in the Security Requirement Check Lists (SRCL's) identified in each individual bid solicitation. Each bid solicitation will identify the SRCL that will apply to any resulting contract
  3. Subcontracts which contain security requirements are not to be awarded without the prior written permission of CISD/PSPC
  4. In the case of Joint Ventures or Amalgamations, the highest level of corporate security attainable through CISD of PSPC is the lowest level held by any single member of the JV or amalgamation. For example: a Joint Venture with 5 members is comprised of 4 members holding a valid Facility Security Clearance (FSC) at the Secret level and 1 member holding a valid Designated Organization Screening (DOS). The highest corporate security level for which the Joint Venture would be considered under this SA framework would be DOS, until such time as the member holding a valid DOS clearance has requested sponsorship via the SA Authority and obtained a valid FSC at the secret level issued by CISD
  5. Additional security checks may be conducted by the Identified User

3. Standard clauses and conditions

All clauses and conditions identified in the SA and resulting contract(s) by number, date and title are set out in the Standard Acquisition Clauses and Conditions Manual issued by Public Works and Government Services Canada (PWGSC).

ARCHIVED - 2020 (2017-09-21) General Conditions—Supply Arrangement—Goods or Services, apply to and form part of the SA.

3.1 Resulting contract clauses

The conditions of any contract awarded under this SA will be in accordance with Part C: Resulting Contract Clauses.

3.2 Supply Arrangement reporting

The Supplier must compile and maintain records on its provision of goods, services or both to the federal government under contracts resulting from the SA.

The Supplier must provide this data in accordance with the reporting requirements detailed in the Quarterly Usage Report Instructions. If no goods or services are provided during a given period, the Supplier must still provide a "NIL" report. Canada reserves the right to change the "NIL" reporting procedure at any time.

The data must be submitted on a quarterly basis using the CPSS Quarter Usage report (QUR) functionality, no later than 15 calendar days after the end of the quarterly report period.

The quarterly reporting periods are defined as follows:

Quarterly reporting periods
Quarter Period to be covered Due on or before
1st April 1 to June 30 July 15th
2nd July 1 to September 30 October 15th
3rd October 1 to December 31 January 15th
4th January 1 to March 31 April 15th

Failure to provide fully completed quarterly reports in accordance with the above instructions may result in the setting aside of the SA and the application of a vendor performance corrective measure.

4. Term of Supply Arrangement

4.1 Period of the Supply Arrangement

The SA is valid from date of SA issuance and ends 18 months later. Canada may, by notice in writing to all SA suppliers and by posting on the Public Works and Government Services Canada's Buyandsell cancel this SA or its Categories or Stream(s) by giving all SA suppliers at least 30 calendar days notice of the cancellation.

4.2 Ongoing opportunity to qualify

Opportunities for additional bidding may be made available by Canada during which a Supplier may choose to submit a bid containing an entirely new bid, or may propose to modify its SA by adding Streams. Participation in the refresh solicitations is entirely optional and not required to maintain any LS SA.

This schedule may require a revision due to operational requirements, in which case Suppliers will be advised.

Learning services opportunity to qualify calendar
  estimated posting date estimated closing date estimated date of issuance
Refresh period 1
(E60ZH-2000LS/C)
October 1, 2020 November 16, 2020 January 4, 2021
Refresh period 2
(E60ZH-2000LS/D)
January 4, 2021 February 19, 2021 April 1, 2021
Refresh period 3
(E60ZH-2000LS/E)
April 1, 2021 May 14, 2021 July 5, 2021

It is important to note that Suppliers will not be eligible to submit a bid in a refresh period directly following another. For example, if a Supplier submits a bid at Refresh Period 1, the Supplier will not be eligible to submit a bid at Refresh Period 2 as the Supplier's profile will be disabled in the Data Collection Component (DCC) while the bid is evaluated. This will in no way impact the search results for an existing Supplier's current SA.

All SAs whether issued during a refresh solicitation period or a re-competition will be replaced when a re-competition solicitation occurs. Therefore, all Suppliers must submit an arrangement before the closing date of a re-competition solicitation in order to provide services under their resulting SA.

5. Authorities

5.1 Supply Arrangement Authority

The Supply Arrangement Authority (SAA) is:

Jean-Sébastien Deslauriers, Manager
Training and Specialized Services Division—ZH
Public Works and Government Services Canada
Acquisitions Branch
Professional Services Procurement Directorate
10 Wellington Street, Terrasses de la Chaudière
5th Floor
Gatineau, Quebec  K1A 0K5
E–mail: tpsgc.ocamaservicesapprentissage-sosalearningservices.pwgsc@tpsgc-pwgsc.gc.ca

The SAA (or its authorized representative) is responsible for the issuance of the SA, its administration and its revision, if applicable. Upon the issuance of an arrangement solicitation under the SA by a Client (Federal Department User), that Client's Contracting Authority is responsible for any contractual issues relating to the contract solicited. Any changes to the SA must be authorized in writing by the SAA.

The SAA is the main delegated authority on behalf of Canada and the Minister for the administration and management of this SA. The SAA will act as the overall maintainer of the LS SA pre-qualified Supplier's list and will be responsible for ensuring the administration of all SAs.

5.2 Supplier’s representative

The Supplier's representative is the central point of contact for the Supplier on all matters pertaining to this SA. The Supplier confirms that this individual has the authority to bind the Supplier. It is the Supplier's sole responsibility to ensure that the information related to the Supplier Representative is correct. If a replacement or a new Supplier Representative is required, the Supplier will:

  1. inform Centralized Professional Services System (CPSS) by e-mail at tpsgc.sspc-cpss.pwgsc@tpsgc-pwgsc.gc.ca; and
  2. inform the SAA by e-mail at tpsgc.ocamaservicesapprentissage-sosalearningservices.pwgsc@tpsgc-pwgsc.gc.ca and provide the following information:
    • Name
    • Telephone Number; and
    • E-mail

The Supplier may designate another individual to represent the Supplier for administrative and technical purposes under any contract resulting from this SA.

5.3 Supplier’s information

Suppliers are responsible for the maintenance of their tombstone data in CPSS. Suppliers must also safeguard the credentials released to the Main Supplier Contact (MSC) and Supplier's Contacts that enable access to the Supplier Module of CPSS.

Canada will not delay or cancel any solicitation or contract process due to a supplier's inability to access, modify or validate such credentials, or because of any claim that such credentials were used without proper authorization.

6. Identified users (clients)

Subject to signing a Master Level User Agreement, the Identified Users (also called Clients) include any government department, agency or Crown Corporation listed in Schedules I, I.1, II, III, IV, and V of the Financial Administration Act, R.S., 1985, c. F-11 and any other party for which the Department of PSPC has been authorized to act from time to time under section 16 of the Department of Public Works and Government Services Act.

Canada may, at any time, withdraw authority from any of the Identified Users to use the SA.

7. Priority of documents

If there is a discrepancy between the wording of any documents that appear on the list, the wording of the document that first appears on the list has priority over the wording of any document that subsequently appears on the list.

  1. the articles of the SA
  2. the general conditions ARCHIVED - 2020 (2017-09-21), General Conditions—Supply Arrangement—Goods or Services
  3. the General Conditions 2035, Higher Complexity—Services
  4. the Supplemental General Conditions 4007, Canada to Own Intellectual Property Rights in Foreground Information
  5. annex C: Qualified streams and categories
  6. annex A: Streams and categories
  7. annex B: Security requirements checklists (SCRLs); and
  8. the Bidder's bid received in response to the Request for Supply Arrangement

8. Certifications

8.1 Compliance

Compliance with the certifications provided by the Supplier in the arrangement is a condition of the SA and subject to verification by Canada during the term of the SA and of any resulting contract that would continue beyond the period of the SA. If the Supplier does not comply with any certification or it is determined that any certification made by the Supplier in the arrangement is untrue, whether made knowingly or unknowingly, Canada has the right to terminate any resulting contract for default and suspend or cancel the SA.

9. Applicable laws

The SA and any contract resulting from the SA must be interpreted and governed, and the relations between the parties determined, by the laws in force in the Province of Ontario, Canada. Unless otherwise stipulated in the Supplier's bid or resulting contract.

10. Suspension or cancellation of qualification by Canada

In addition to the circumstances identified in article 09 of the General Conditions 2020 (2017-09-21), SA—Goods or Services, Canada may, by sending written notice to the Supplier, suspend or cancel the SA where the Supplier has made public any information that conflicts with the terms, conditions, pricing or availability of systems identified in this SA, or where the Supplier is in default in carrying out any of its obligations under this SA.

11. Aboriginal business certification (if applicable)

11.1 Where an Aboriginal Business Certification has been provided, the Supplier warrants that its certification of compliance is accurate and complete and in accordance with the "Requirements for the Set–aside Program for Aboriginal Business" detailed in Annex 9.4 of the Supply Manual.

11.2 Where an Aboriginal Business Certification has been provided, the Supplier must keep proper records and documentation relating to the accuracy of the certification provided to Canada. The Contractor must obtain the written consent of the Contracting Authority before disposing of any such records or documentation before the expiration of 6 years after final payment under the Contract, or until settlement of all outstanding claims and disputes, under the Contract, whichever is later. All such records and documentation must at all times during the retention period be open to audit by the representatives of Canada, who may make copies and take extracts. The Supplier must provide all reasonably required facilities for any audits.

11.3 Nothing in this clause must be interpreted as limiting the rights and remedies which Canada may otherwise have pursuant to the Contract.

12. Comprehensive land claims agreements

The SA is not to be used for deliveries within a Comprehensive Land Claims. All requirements for delivery within an area subject to a comprehensive land claim agreement are to be processed individually outside of the LS SA.

13. Environmental considerations

As part of Canada's policy directing federal departments and agencies to take the necessary steps to acquire products and services that have a lower impact on the environment than those traditionally acquired, Suppliers should:

  1. Regarding paper consumption:
    • provide and transmit draft reports, final reports, other documents and arrangements in electronic format. Should printed material be required, double sided printing in black and white format is the default unless otherwise specified by the Identified User
    • printed material is requested on minimum recycled content of 30% and/or certified as originating from a sustainably managed forest
    • recycle unneeded printed documents (in accordance with Security Requirements)
  2. Regarding travel requirements:
    • the Supplier is encouraged to use video and/or teleconferencing where possible to cut down unnecessary travel
    • use of Properties with Environmental Ratings: Contractors to the Government of Canada (GC) may access the PWGSC Accommodation directory, which includes Eco-Rated properties. When searching for accommodation search for properties with Environmental Ratings, identified by Green Keys or Green Leafs that will honor the pricing for contractors
    • use of public/green transit where feasible

14. Insurance

14.1 Insurance requirements for services delivered under the Supply Arrangement for Tier 1

The Supplier is responsible for deciding if insurance coverage is necessary to fulfill its obligation under the contract and to ensure compliance with any applicable law. Any insurance acquired or maintained by the Supplier is at its own expense and for its own benefit and protection. It does not release the Supplier from or reduce its liability under the contract.

14.2 Insurance requirement for services delivered under the Supply Arrangement for Tier 2

14.2.1 The Supplier must maintain the following insurance requirements for the duration of the contract. Compliance with the insurance requirements does not release the Supplier from or reduce its liability under the contract.

The Supplier is responsible for deciding if additional insurance coverage is necessary to fulfill its obligation under the contract and to ensure compliance with any applicable law. Any additional insurance coverage is at the Supplier's expense, and for its own benefit and protection.

The Supplier must forward to the Contracting Authority within ten (10) working days after the date of award of the contract, a Certificate of Insurance evidencing the insurance coverage and confirming that the insurance policy complying with the requirements is in force. Coverage must be placed with an Insurer licensed to carry out business in Canada. The Supplier must, if requested by the Contracting Authority, forward to Canada a certified true copy of all applicable insurance policies.

14.2.2 The Supplier must obtain Commercial General Liability Insurance, and maintain it in force throughout the duration of the contract, in an amount usual for a contract of this nature, but for not less than $2,000,000 per accident or occurrence and in the annual aggregate.

The Commercial General Liability policy must include the following:

  1. Additional Insured: Canada is added as an additional insured, but only with respect to liability arising out of the Supplier's performance of the contract. The interest of Canada should read as follows: Canada, as represented by PSPC
  2. Bodily Injury and Property Damage to third parties arising out of the operations of the Supplier
  3. Products and Completed Operations: Coverage for bodily injury or property damage arising out of goods or products manufactured, sold, handled, or distributed by the Supplier and/or arising out of operations that have been completed by the Supplier
  4. Personal Injury: While not limited to, the coverage must include Violation of Privacy, Libel and Slander, False Arrest, Detention or Imprisonment and Defamation of Character
  5. Cross Liability/Separation of Insured: Without increasing the limit of liability, the policy must protect all insured parties to the full extent of coverage provided. Further, the policy must apply to each Insured in the same manner and to the same extent as if a separate policy had been issued to each
  6. Blanket Contractual Liability: The policy must, on a blanket basis or by specific reference to the contract, extend to assumed liabilities with respect to contractual provisions
  7. Employees and, if applicable, Volunteers must be included as Additional Insured
  8. Employers' Liability (or confirmation that all employees are covered by Worker's compensation (WSIB) or similar program)
  9. Broad Form Property Damage including Completed Operations: Expands the Property Damage coverage to include certain losses that would otherwise be excluded by the standard care, custody or control exclusion found in a standard policy
  10. Notice of Cancellation: The Insurer will endeavour to provide the Contracting Authority thirty (30) calendar days written notice of policy cancellation
  11. If the policy is written on a claims-made basis, coverage must be in place for a period of at least 12 months after the completion or termination of the contract
  12. Litigation Rights: Pursuant to subsection 5(d) of the Department of Justice Act, S.C. 1993, c. J-2, s.1, if a suit is instituted for or against Canada which the Insurer would, but for this clause, have the right to pursue or defend on behalf of Canada as an Additional Named Insured under the insurance policy, the Insurer must promptly contact the Attorney General of Canada to agree on the legal strategies by sending a letter, by registered mail or by courier, with an acknowledgement of receipt

For the province of Quebec, send to:

Director Business Law Directorate,
Quebec Regional Office (Ottawa),
Department of Justice
284 Wellington Street, Room SAT-6042
Ottawa, Ontario K1A 0H8

For other provinces and territories, send to:

Senior General Counsel,
Civil Litigation Section,
Department of Justice
234 Wellington Street, East Tower
Ottawa, Ontario  K1A 0H8

A copy of the letter must be sent to the Contracting Authority. Canada reserves the right to co-defend any action brought against Canada. All expenses incurred by Canada to co-defend such actions will be at Canada's expense. If Canada decides to co-defend any action brought against it, and Canada does not agree to a proposed settlement agreed to by the Supplier's insurer and the plaintiff(s) that would result in the settlement or dismissal of the action against Canada, then Canada will be responsible to the Supplier's insurer for any difference between the proposed settlement amount and the amount finally awarded or paid to the plaintiffs (inclusive of costs and interest) on behalf of Canada.

14.2.3 In addition to the insurance requirements detailed in 14.2.2 above:

The Supplier must obtain Errors and Omissions Liability (also known as Professional Liability) insurance, and maintain it in force throughout the duration of the contract, in an amount usual for a contract of this nature but for not less than $1,000,000 per loss and in the annual aggregate, inclusive of defence costs.

If the policy is written on a claims-made basis, coverage must be in place for a period of at least 12 months after the completion or termination of the contract.

The following endorsement must be included:

Notice of cancellation

The Insurer will endeavour to provide the Contracting Authority thirty (30) calendar days written notice of cancellation.

15. Travel and living

The Travel and Living expenses are calculated differently between the Regions and Metropolitan areas and this may affect the total cost of a professional services contract as a result of an arrangement solicitation under the SA. Accordingly, if any contract resulting from a solicitation under this SA permits payment to a Contractor in its Basis of Payment for Travel and Living expenses, such expense will only be reimbursed in accordance with the information provided at the Supply Arrangement travel and living information.

16. Regions and Metropolitan areas

Definitions of the Remote/Virtual Access, Regions and Metropolitan Areas are incorporated by reference into this SA. For the purposes of this SA, the Remote/Virtual Access is to be considered as another Region.

The following Regions and Metropolitan Areas may receive professional services under this SA where a Supplier is qualified to do so:

Regions

  • National Capital Region (NCR)
  • Atlantic
  • Quebec
  • Ontario
  • Western
  • Pacific
  • Remote/Virtual Access: This is a separate Region and does not include any of the other Regions or Metropolitan Areas. It is a zone that is used when a Client has no preference in terms of where the work is performed

Metropolitan areas

  • National Capital Region
  • Halifax
  • Moncton
  • Montreal
  • Quebec City
  • Toronto
  • Calgary
  • Edmonton
  • Saskatoon
  • Winnipeg
  • Vancouver
  • Victoria

17. Transition to an e-Procurement Solution

During the period of the SA, Canada may transition to an e-procurement solution for more efficient processing and management of individual contracts for any or all of the SA’s applicable goods and services. Canada reserves the right, at its sole discretion, to make the use of the new e-procurement solution mandatory.

Canada agrees to provide the Supplier with at least a three-month notice to allow for any measures necessary for the integration of the SA into the e-procurement solution. The notice will include a detailed information package indicating the requirements, as well as any applicable guidance and support.

If the Supplier chooses not to provide the SA of their goods or services through the e-procurement solution, the SA may be set aside by Canada.

Part B: Model bid solicitation

1. Bid solicitation documents

Canada will use the High Complexity Bid Solicitation and Resulting Contract Template (HC) The templates is available in the Standard Acquisition Clauses and Conditions Manual. A model request for proposal and resulting contract clauses for use for Identified Users is available on GCcollab.

The bid solicitation will contain as a minimum the following:

  1. security requirements
  2. a complete description of the Work to be performed
  3. 2003, Standard Instructions—Goods or Services—Competitive Requirements; or 2004 Standard Instructions—Goods or Services—Non-Competitive Requirements
  4. bid preparation instructions
  5. instructions for the submission of bids (address for submission of bids, bid closing date and time)
  6. evaluation procedures and basis of selection
  7. financial capability (if applicable)
  8. certifications
  9. resulting contract clauses

2. Bid solicitation process

2.1 General

Bids will be solicited for specific requirements within the scope of the SA from qualified active suppliers who have been issued a SA.

A bid solicitation will be posted on Public Works and Government Services Canada's Buyandsell (or as applicable with a Canada web-based electronic procurement tool) or will be e-mailed directly to Supplier, depending on the selection methodology selected by the Client. Both methods of selection require that a notice of proposed procurement (NPP) be published simultaneously on PSPC's Buyandsell with the issuance of the invitation to suppliers.

Canada may consolidate requirements across Clients and award Contracts on a periodic basis to receive best or better pricing.

2.2 Identification of contract authorities

Provided a Client has the legal authority to contract, it may choose to award contracts under this SA in accordance with the Tier 1 or Tier 2 Requirement Limitations described below. All contracts for Clients without authority to contract under Tier 1 or Tier 2 will be managed by PSPC.

Tier 1: Requirements up to an including $3.75M: client or PSPC.

Tier 2: Requirements greater than $3.75M: PSPC.

2.3 Tier 1 requirement limitations

Clients may award contracts to Suppliers qualified in the applicable Stream(s) only in accordance with the following:

2.3.1 Requirement valued below $40,000 (applicable taxes included)

For requirements under $40,000 (applicable taxes Inc.), in accordance with Government Contracting Regulations Identified Users may direct a contract to an eligible Supplier.

2.3.2 Requirement valued up to the North American Free Trade Agreement threshold

Identified Users will select in accordance with the Government Contracting Regulations the number of suppliers to be invited and the number of calendar days the invited suppliers will have to provide a proposal in response to the bid solicitation. Suppliers may be invited using either e-mail or Public Works and Government Services Canada's Buyandsell.

2.3.3 Requirement valued greater than the North American Free Trade Agreement threshold but less than or equal to $3.75M

A minimum of 15 Suppliers must be invited (using e-mail or PSPC's Buyandsell) to submit a proposal in response to a bid solicitation. A Notice of Proposed Procurement (NPP) will be posted on PSPC's Buyandsell for all requirements. Suppliers may be invited using either e-mail or PSPC's Buyandsell.

The minimum 15 suppliers are to include: 5 randomly selected Suppliers selected by the Centralized Professional Services System (CPSS).

As a minimum, invited suppliers will be given a minimum of 15 calendar days to submit a proposal in response to a bid solicitation. The time limit for bidding may be extended based upon the complexity of the requirement.

2.3.4 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; however, except in the circumstances of 2.5 below, 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.

2.4 Tier 2 contract limitations

Canada may compete work and award contracts to Suppliers in accordance with the following:

2.4.1 Requirement valued greater than $3.75M (Tier 2)

Canada will invite all Suppliers (using e-mail or Public Works and Government Services Canada's Buyandsell) to submit a proposal in response to a bid solicitation. A Notice of Proposed Procurement (NPP) will be posted on PSPC's Buyandsell for all requirements. Suppliers may be invited using either e–mail or PSPC's Buyandsell.

2.4.2 Minimum bidding Period

As a minimum, each SA Bid Solicitation of Tier 2 issued under this SA framework will provide Suppliers with a minimum of 20 days to respond. The time limit for bidding may be extended based upon the complexity of the requirement.

2.5 All invited to bid

For a requirement in Tier 1, all Suppliers qualified in each relevant Stream, Region and Metropolitan Area will be invited by e-mail or PSPC's Buyandsell to bid where any Supplier has been provided with a request for information in respect of services that in whole or in part appear in the requirement to be solicited under this SA.

2.6 Disclosing of incumbent information

By submitting a bid, the Supplier agrees that during a solicitation under this SA, if the Supplier has performed services for Canada under any current or past LS instrument, Canada may disclose such fact (including the previous contract value and date of issuance) during any such solicitation for replacement or follow-on services.

Part C: Resulting contract clauses

All clauses and conditions identified by number, date and title are set out in the Standard Acquisition Clauses and Conditions Manual issued by PWGSC.

A model Request for Proposal (RFP) and resulting contract clauses document is available for use on GCcollab for Identified Users of the LS SA. Individual resulting contract clauses may be modified to suit individual Client requirements, however the conditions of any contract awarded under the LS SA will be in accordance with the following:

1. General conditions—higher complexity—services

1.1 Supplemental General Conditions

4007 (Client enters date), Canada to Own Intellectual Property Rights in Foreground Information, apply to and form part of the Contract.

The conditions of any contract awarded under this Supply Arrangement will be in accordance with: 2035 (Client enters date) General Conditions—Higher Complexity—Services, with the following replacements:

Section 08—Replacement of Specific Individuals, of 2035 (Client enters date) General Conditions—Higher Complexity—Services is deleted and replaced with the following:

  1. if the Contractor is unable to provide the services of any specific individual identified in the Contract to perform the services, the Contractor must within 5 working days of the individual's departure or failure to commence Work (or, if Canada has requested the replacement, within 10 working days of Canada's notice of the requirement for a replacement) provide to the Contracting Authority:
    1. the name, qualifications and experience of a proposed replacement immediately available for Work; and
    2. security information on the proposed replacement as specified by Canada, if applicable
    Any assessment of the information provided will occur as per 2 (b) below
  2. Subject to an Excusable Delay, where Canada becomes aware that a specific individual identified under the Contract to provide services has not been provided or is not performing, the Contracting Authority may elect to:
    1. exercise Canada's rights or remedies under the Contract or at law, including terminating the Contract for default under Article titled "Default of the Contractor"; or
    2. assess the information provided under a (i) and a (ii) above or, if it has not yet been provided, require the Contractor propose a replacement to be rated by the Technical Authority. The replacement must have qualifications and experience that meet or exceed those obtained for the original resource and be acceptable to Canada. Upon assessment of the replacement, Canada may accept the replacement, exercise the rights in b (i) above, or require the Contractor to propose another replacement within five working days' notice
  3. Where an Excusable Delay applies, Canada may require a (ii) above instead of terminating under the "Excusable Delay" Article. An Excusable Delay does not include resource unavailability due to allocation of the resource to another Contract or project (including those for the Crown) being performed by the Contractor or any of its affiliates
  4. The Contractor must not, in any event, allow performance of the Work by unauthorized replacement persons. The Contracting Authority may order that a resource stop performing the Work. In such a case, the Contractor must immediately comply with the order. The fact that the Contracting Authority does not order that a resource stop performing the Work does not relieve the Contractor from its responsibility to meet the requirements of the Contract
  5. The obligations in this article apply despite any changes that Canada may have made to the Client's operating environment

    Section 17—Interest on Overdue Accounts, of 2035 (Client enters date) General Conditions—Higher Complexity—Services—will not apply to payments made by credit cards.

    With respect to Section 30—Termination for Convenience, of 2035 (Client enters date) General Conditions—Higher Complexity—Services, Subsection 04 is deleted and replaced with the following Subsections 04, 05 and 06:

    • 04) The total of the amounts, to which the Contractor is entitled to be paid under this section, together with any amounts paid, due or becoming due to the Contractor must not exceed the Contract Price
    • 05) Where the Contracting Authority terminates the entire Contract and the Articles of Agreement include a Minimum Work Guarantee, the total amount to be paid to the Contractor under the Contract will not exceed the greater of:
      1. the total amount the Contractor may be paid under this section, together with any amounts paid, becoming due other than payable under the Minimum Revenue Guarantee, or due to the Contractor as of the date of termination; or
      2. the amount payable under the Minimum Work Guarantee, less any amounts paid, due or otherwise becoming due to the Contractor as of the date of termination
    • 06) The Contractor will have no claim for damages, compensation, loss of profit, allowance arising out of any termination notice given by Canada under this section except to the extent that this section expressly provides. The Contractor agrees to repay immediately to Canada the portion of any advance payment that is unliquidated at the date of the termination

2. Professional services

  1. The Contractor must provide professional services on request as specified in this Contract. All resources provided by the Contractor must meet the qualifications described in the Contract (including those relating to previous experience, professional designation, education, language proficiency and security clearance) and must be competent to provide the required services by any delivery dates described in the Contract
  2. If the Contractor fails to deliver any deliverable or complete any task described in the Contract on time, in addition to any other rights or remedies available to Canada under the Contract the law, Canada may notify the Contractor of the deficiency, in which case the Contractor must submit a written plan to the Technical Authority within 10 working days detailing the actions that the Contractor will undertake to remedy the deficiency. The Contractor must prepare and implement the plan at its own expense

3. Reorganization of client

The Contractor's obligation to perform the Work will not be affected by (and no additional fees will be payable as a result of) the renaming, reorganization, reconfiguration, or restructuring of any Client. The reorganization, reconfiguration and restructuring of the Client includes the privatization of the Client, its merger with another entity, or its dissolution, where that dissolution is followed by the creation of another entity or entities with mandates similar to the original Client. In connection with any form of reorganization, Canada may designate another department or government body as the Contracting Authority or Technical Authority, as required to reflect the new roles and responsibilities associated with the reorganization.

4. No responsibility to pay for work not performed due to closure of government offices

  1. Where the Contractor, its employees, subcontractors, or agents are providing services on government premises under the Contract and those premises are inaccessible because of the evacuation or closure of government offices, and as a result no work is performed, Canada is not responsible for paying the Contractor for work that otherwise would have been performed if there had been no evacuation or closure
  2. If, as a result of any strike or lock-out, the Contractor or its employees, subcontractors or agents cannot obtain access to government premises and, as a result, no work is performed, Canada is not responsible for paying the Contractor for work that otherwise would have been performed if the Contractor had been able to gain access to the premises

5. Time verification

Time charged and the accuracy of the Contractor's time recording system are subject to verification by Canada, before or after payment is made to the Contractor. If verification is done after payment, the Contractor must repay any overpayment, at Canada's request.

6. Joint venture contractor

The Contractor confirms that the name of the joint venture is space to insert the name of the joint venture and that it is comprised of the following members: (list all the joint venture members named in the Contractor's bid).

With respect to the relationship among the members of the joint venture Contractor, each member agree, represents and warrants (as applicable) that:

  1. space to insert the name of the joint venture has been appointed as the "representative member" of the joint venture Contractor and has full authority to act as agent for each member regarding all matters relating to the contract
  2. by giving notice to the representative member, Canada will be considered to have given notice to all the members of the joint venture Contractor; and
  3. all payments made by Canada to the representative member will act as a release by all the members

All the members agree that Canada may terminate the contract in its discretion if there is a dispute among the members that, in Canada's opinion, affects the performance of the work in any way.

All the members are jointly and severally or solidarily liable for the performance of the entire contract.

The Contractor acknowledges that any change in the membership of the joint venture (that is a change in the number of members or the substitution of another legal entity for an existing member) constitutes an assignment and is subject of the assignment provisions of the General Conditions.

Note to supplier

this article will be deleted if the supplier awarded the contract is not a joint venture. If the supplier is a joint venture this clause will be completed with the data provided in its bid.

Annex A: Learning services Supply Arrangement streams and categories

Background

The Professional Services requested are intended to secure access to suppliers who are experienced at providing Learning services. This will be the prime vehicle used for the acquisition of Traditional Classroom Learning, Blended Learning, and eLearning product development services. This includes the development of new Learning requirements and for the updating and converting existing learning & eLearning products.

Learning development services includes any or all of the following services:

Language requirement

The Contractor (the Offeror/Supplier) will be requested to provide services in either of Canada’s official languages, English or French, or both, in accordance with each individual requirement.

Applicable documents

The following documents form part of requirements to the extent specified herein, and are supportive of the Requirements when referenced below.

All other document references are to be considered supplemental information only.

  1. Appendix 1 to Annex A: Description of blended learning and eLearning
  2. Appendix 2 to Annex A: Acronyms
  3. Shareable Content Object Reference Model (SCORM)
  4. Common Look and Feel Guidelines; and
  5. Web Content Accessibility Guidelines (WCAG)

In addition to the documents specified above, the following documents form part of the requirements for requirements from the Department of National Defence (DND) where referenced below. It is the responsibility of the Contractor to request a copy of the applicable documents for each Department of National Defence requirement from the Identified User.

  1. Defence Learning Network (DLN) Content Development Guide;
  2. Canadian Forces Individual Training and Education System Manuals.

Additional applicable documents may be included with individual requirements.

Accessibility

Canada strives to ensure that the goods and services it procures are inclusive by design and accessible by default, in accordance with the Accessible Canada Act, its associated regulations and standards, and Treasury Board Contracting Policy. Procurement documents will specify the accessibility criteria and standards to be met and provide guidelines for the evaluation of bids with respect to those criteria and standards.

The following documents form part of requirements to the extent specified herein, and are supportive of the Requirements when referenced below.

  1. Accessible Canada Act
  2. Treasury Board Contracting Policy
  3. Treasury Board Secretariat Guidelines to Ensuring Accessibility via Public Procurement (accessible to Public Services and Procurement Canada employees only)

Accessibility standards may include, but are not limited to European Union EN 301 549 (this document is only available in English).

Public Works and Government Services Canada’s Accessible Procurement Resource Centre (APRC) (accessible to Public Services and Procurement Canada employees only) was established as a centre of expertise for accessibility in federal procurement.

Shared Services Canada’s Accommodations and Adaptive Computer Technology Program also provides training on document or PowerPoint accessibility, best practices in terms of accessibility, inclusive design, and options for addressing specific user requirements during meetings or otherwise.

Has the Client Considered Accessibility?

  • If "Yes" then: "Does accessibility apply?"
    • If “Yes” then: “Document applicable criteria and standards in the solicitation process”. The client must then determine one of the following:
      • “Document evaluation of accessibility criteria & completion of accessibility requirements in the procurement process”, or
      • If “Unable to obtain goods/services that comply”
        • Then: “The client must provide a justification for the procurement.”
    • If “No” then: “The client must provide a justification for the procurement.”
    • If “They don't know” then: “Consult with APRC
      • “Does accessibility apply?"
        • “Document evaluation of accessibility criteria & completion of accessibility requirements in the procurement process”, or
        • If “Unable to obtain goods/services that comply”
          • Then: “The client must provide a justification for the procurement.”
      • If “No” then: “The client must provide a justification for the procurement.”
  • If “No” then: “Client must consider accessibility.”
    • “Does accessibility apply?"
      • If “Yes” then: “Document applicable criteria and standards in the solicitation process”. The client must then determine one of the following:
        • “Document evaluation of accessibility criteria & completion of accessibility requirements in the procurement process”, or
        • If “Unable to obtain goods/services that comply”
          • Then: “The client must provide a justification for the procurement.”
        • If “No” then: “The client must provide a justification for the procurement.”
        • If “They don't know” then: “Consult with APRC
          • “Does accessibility apply?"
            • If “Yes” then: “Document applicable criteria and standards in the solicitation process”. The client must then determine one of the following:
              • “Document evaluation of accessibility criteria & completion of accessibility requirements in the procurement process”, or
              • If “Unable to obtain goods/services that comply”
                • Then: “The client must provide a justification for the procurement.”
            • If “No” then: “The client must provide a justification for the procurement.”

Stream 1—Strategic learning advisory services—learning advisor

1. Analyze learning requirements

Tasks of the learning advisor include, but are not limited to:

  • 1.1 Analyze the organizational need and the need for learning
  • 1.2 Identify the actual situation, the referred situation and the gap between the two situations
  • 1.3 Identify the skills and abilities acquired and the skills and abilities to be developed
  • 1.4 Discover and analyze the causes and challenges of the observed variances
  • 1.5 Propose a training solution that takes into account organizational issues
  • 1.6 Provide a variety of training options
  • 1.7 Develop processes to diagnose the current situation in the organization
  • 1.8 Develop tools for data collection
  • 1.9 Analyze the data collected
  • 1.10 Draft a report with apprenticeship recommendations
2. Develop learning strategies

In developing learning strategies, the learning advisor must perform the following duties:

  • 2.1 Develop a learning strategy based on a learning needs analysis
  • 2.2 Define the learning strategy (objectives, methods, approaches and activities)
  • 2.3 Identify learning solutions aligned to the needs of the organization
  • 2.4 Identify and establish a plan of action in terms of resources, costs and timeframes required for training; and
  • 2.5 Identify a learning assessment plan

Deliverable products may include:

  • 1. Strategic plans
  • 2. Analysis and/or Strategy Reports
  • 3. Statistical report on the current state of the organization in terms of learning
  • 4. Research papers;
  • 5. Tools (questionnaires and maps); and
  • 6. Information and briefing sessions

Minimum competencies of the profession:

Senior learning advisor
  • Option 1:
    • M.1 Must hold a graduate degree with specialization in one of the following fields: education, adult learning, distance learning or eLearning
    • M.2 Must have at least 5 years of experience as a Senior Learning Advisor
    • M.3 Must have completed at least 3 analyzes of learning needs over the past 5 years
    • M.4 Must have completed at least 3 learning strategy plans over the past 5 years
  • Option 2:
    • M.1 Must have an undergraduate degree with specialization in 1 of the following areas: education, adult learning, distance learning or eLearning
    • M.2 Must have at least 7 years of experience as a Senior Learning Advisor

Stream 2—Instructional design and development services

1. Learning designer

Tasks of the learning designer include, but are not limited to:

  • 1.1 Conduct needs assessments to review performance issues including:
    • 1.1.1 Conduct performance analyzes
    • 1.1.2 Conduct case analyzes; and
    • 1.1.3 Find solutions and make recommendations
  • 1.2 Help clarify the expected outcomes of education and training to ensure optimal performance at work including:
    • 1.2.1 Analyze the tasks of a position
    • 1.2.2 Specify performance, education and learning objectives; and
    • 1.2.3 Produce qualification standards (NORQUAL) and knowledge standards
  • 1.3 Describe and select a training program including:
    • 1.3.1 Define the characteristics of the learner
    • 1.3.2 Establish integrated instruction and learning strategies
    • 1.3.3 Specify instructional strategies
    • 1.3.4 Specify the learning content and establish course guidelines; and
    • 1.3.5 Produce course guidelines (design guidance documents, scenarios, participant and instructor manual, drawings, etc.)
  • 1.4 Produce effective instructional materials in accordance with development guidelines including:
    • 1.4.1 Identify training/performance requirements and identify sources of learning materials
    • 1.4.2 Make recommendations on the purchase of teaching aids
    • 1.4.3 Developing guides
    • 1.4.4 Produce teaching materials
    • 1.4.5 Submit training materials to beta tests and formative or pilot evaluations to ensure compliance with prescribed standards and client requirements and revise as necessary
    • 1.4.6 Data and corresponding level of Bloom taxonomy
    • 1.4.7 Prepare instructors to use or implement instructional materials in instructional programs; and
    • 1.4.8 Evaluate instructional materials to determine whether they can be converted in whole or in part for eLearning

Deliverable products may include:

  • 1. Needs Assessment Report
  • 2. Plan of instruction (PLANIN) or program
  • 3. Design Guide
  • 4. Scenarios
  • 5. Activities
  • 6. Exercises
  • 7. Presentation; and
  • 8. Educational material

Minimum competencies of the profession:

Senior learning designer
  • Option 1:
    • M.1 Must hold a graduate degree and specialization in 1 of the following fields: education, adult learning, distance learning or eLearning
    • M.2 Must have at least 5 years’ experience in course design
    • M.3 If eLearning is part of the application, must have at least 2 years’ experience in designing eLearning products
  • Option 2:
    • M.1 Must have an undergraduate degree and specialization in 1 of the following fields: education, adult learning, distance learning or eLearning
    • M.2 Must have at least 7 years’ experience in course design
    • M.3 If eLearning is part of the application, must have at least 2 years’ experience in designing eLearning products
  • Option 3:
    • M.1 Must have a college diploma (any field) or a university degree (any field)
    • M.2 Must have at least 9 years’ experience in course design
    • M.3 If eLearning is part of the application, must have at least 2 years’ experience in designing eLearning products
Intermediate learning designer
  • Option 1:
    • M.1 Must hold a graduate degree and specialization in 1 of the following fields: education, adult learning, distance learning or eLearning
    • M.2 Must have at least 1 year of experience in course design
    • M.3 If eLearning is part of the application, must have at least 1 year of experience in designing eLearning products
  • Option 2:
    • M.1 Must have an undergraduate degree and specialization in 1 of the following fields: education, adult learning, distance learning or eLearning
    • M.2 Must have at least 3 years’ experience in course design
    • M.3 If eLearning is part of the application, must have at least 1 year of experience in designing eLearning products
  • Option 3:
    • M.1 Must have a college diploma (any field) or a university degree (any field)
    • M.2 Must have at least 5 years’ experience in course design
    • M.3 If eLearning is part of the application, must have at least 1 year of experience in designing eLearning products
Junior learning designer
  • Option 1:
    • M.1 Must hold an undergraduate degree (any field)
    • M.2 Must have at least 1 year of experience in course design
    • M.3 If e-Learning is part of the application, must have at least 6 months experience in designing eLearning products
  • Option 2:
    • M.1 Must have a college diploma (any field)
    • M.2 Must have at least 3 years’ experience in course design
    • M.3 If eLearning is part of the application, must have at least 6 months experience in designing eLearning products
  • Option 3:
    • M.1 Must have a high school diploma
    • M.2 Must have at least 5 years’ experience in course design
    • M.3 If eLearning is part of the application, must have at least 6 months experience in designing eLearning products
2. Content subject matter expert

Tasks of the subject matter expert include, but are not limited to:

  • 2.1 Check the scope of content requirements;
  • 2.2 Determine content, including source documents and reference materials such as books, articles, video tapes and stationary media;
  • 2.3 Format and correct content before and after implementation; and
  • 2.4 Revise design documents, scenarios and final product to verify the accuracy of the content.

Deliverable products may include:

  • 1. Content approved by the Subject Matter Expert (SME).

Minimum obligatory competencies of the profession:

Senior Content Subject Matter Expert
  • M.1 Must have at least 10 years of experience in the field related to the subject matter of the application.
Intermediate Content Subject Matter Expert
  • M.1 Must have at least 7 years of experience related to the subject matter of the application.
Junior Content Subject Matter Expert
  • M.1 Must have at least 5 years of experience related to the subject matter of the application.
3. Technical writer

Tasks of the Technical Writer include, but are not limited to:

  • 3.1 Check the scope of the content;
  • 3.2 Conduct an end-user analysis;
  • 3.3 Conduct and analyze information provided;
  • 3.4 Draft theoretical and procedural content;
  • 3.5 Change the copy;
  • 3.6 Create guides;
  • 3.7 Examinate, review, and correct documents; and
  • 3.8 Review the relevance and usefulness of written materials.

Deliverable products may include:

  • 1. Student workbooks;
  • 2. User manuals; and
  • 3. The guides.

Minimum obligatory competencies of the profession:

Senior technical writer
  • M.1 Must have a college diploma (in any field) or a university degree (in any field).
  • M.2 Must have at least 9 years’ experience as a technical writer.
Intermediate technical writer
  • M.1 Must have a college diploma (in any field) or a university degree (in any field).
  • M.2 Must have at least 5 years’ experience as a technical writer.
Junior technical writer
  • M.1 Must have a college diploma (in any field) or a university degree (in any field).
  • M.2 Must have at least 3 years’ experience as a technical writer.

Stream 3—Custom and rapid eLearning product programming

1. Advisor in e-Learning and learning technology

Tasks of the Advisor in e-Learning and learning technology include but are not limited to:

  • 1.1 Monitor technological advances and propose technical solutions for learning products;
  • 1.2 Conduct research and provide recommendations for new learning technologies;
  • 1.3 Recommend tools that are ready and useful for technology learning services;
  • 1.4 Develop standards and processes for new learning technologies;
  • 1.5 Explore current research areas in the field of eLearning; and
  • 1.6 Explore and recommend eLearning platforms and platforms.

Deliverable products may include:

  • 1. Analysis of learning tools and technology needs;
  • 2. Business case for learning technologies;
  • 3. Writing reports on learning standards and processes;
  • 4. Strategic and/or operational planning for learning products or technology;
  • 5. Preparing reports on costs and cost-effectiveness of learning technologies tools; and
  • 6. Analysis of models of eLearning platforms.

Minimum obligatory competencies of the profession:

Senior advisor in e-Learning and learning technology
  • M.1 Must hold an undergraduate degree in education with specialization in technological education or eLearning.
  • M.2 Must have at least 5 years of experience in the research and application of learning technologies, including open technologies, adaptation and support technologies, training and Desktop publishing.
  • M.3 Must have developed and integrated at least 4 needs analysis and/or learning technology or online training solutions over the past 4 years.
  • M.4 Must have developed models of learning technology solutions tailored to clients' needs (4 models).
2. Programmer of custom eLearning products

Definition of the programmer of customized eLearning products:

Use more complex software, which requires more expertises and interventions of the user, for example: to produce very complex animates like: People Management®. In addition, for highly complex online training, such as flight simulators or military equipment.

The programmer of custom eLearning products must, in particular, perform the following tasks:

  • 2.1 Conduct review, analysis and recommendations on programming issues in project documentation, including:
    • 2.1.1 Coding standard chosen;
    • 2.1.2 Assessment of client needs; and
    • 2.1.3 Infrastructure topology.
  • 2.2 Develop leading-edge components for the project, including:
    • 2.2.1 User interface according to the style guide;
    • 2.2.2 Pseudocode and metadata models;
    • 2.2.3 Advanced course elements JavaScript;
    • 2.2.4 Set of course items and related resources;
    • 2.2.5 Shared content elements and item metadata documents;
    • 2.2.6 SCORM® compliance and user-friendliness test;
    • 2.2.7 Quality assurance testing; and
    • 2.2.8 Maintenance guide which provides relevant information for modifying and maintaining final products.
  • 2.3 Perform the coding or programming of items of eLearning products in accordance with course design documents, including:
    • 2.3.1 Multimedia elements
    • 2.3.2 Interactive elements;
    • 2.3.3 Content of the course;
    • 2.3.4 Elements of shared content;
    • 2.3.5 Evaluation tools; and
    • 2.3.6 Means of assessment.
  • 2.4 Design and develop a data structure, including:
    • 2.4.1 Design database structures and reports; and
    • 2.4.2 Document the implementation of the database including connection information.
  • 2.5. Provide technical guidance, including:
    • 2.5.1 Recommend best practices;
    • 2.5.2 Make recommendations on the development of eLearning products;
    • 2.5.3 Develop and recommend solutions to identified coding problems;
    • 2.5.4 Review test documentation; and
    • 2.5.5 Document solutions or alternatives to identified problems.

Deliverable products may include:

  • 1. User interface;
  • 2. Prototype shared content items to be tested with SCORM test logs;
  • 3. Models based on XML, XSLT and XHTML;
  • 4. Alpha, beta and final versions of eLearning products;
  • 5. SCORM-compliant course with SCORM test logs;
  • 6. Maintenance Guide that provides detailed guidance on maintenance and modification of eLearning products; and
  • 7. Interactive multimedia elements.

Minimum obligatory competencies of the profession:

Senior custom eLearning programmer
  • M.1 Must have a university degree (in any field) or a college diploma (in any field).
  • M.2 Must have at least 7 years’ experience in programming Web applications using Java, C language or script language, and secondary programs (file structure) and/or databases.
  • M.3 Must have developed and integrated at least 4 Automated Training (AT) or web-based training courses over the past 4 years.
  • M.4 Must have optimized the performance of multimedia resources, including audio, video or still images for at least 4 eLearning products.
  • M.5 If SCORM is required in the application, it must have developed SCORM-compliant content (any version as specified by the client, including content packages and metadata files) for at least 9 SCORM-compliant courses over the past 3 years.
Intermediate custom eLearning programmer
  • M.1 Must have a university degree (in any field) or a college diploma (in any field).
  • M.2 Must have at least 3 years’ experience in programming Web applications using Java, C language or script language, and secondary programs (file structure) and/or databases.
  • M.3 Must have developed and integrated at least 2 AT or web-based training courses over the past 3 years.
  • M.4 Must have optimized the performance of multimedia resources, including audio, video and still images for at least 2 eLearning products.
  • M.5 If SCORM is required in the application, must have developed a SCORM-compliant conjecture (any version as specified by the client, including content packages and metadata files) for at least 6 SCORM-compliant courses over the past 3 years.
Junior custom e-Learning programmer
  • Option 1:
    • M.1 Must have a university degree (in any field) or a college diploma (in any field).
    • M.2 Must have at least 1 year experience in programming Web applications using Java, C language or script language, and secondary programs (file structure) and/or databases.
    • M.3 Must have developed and integrated at least 1 AT or Web-based training course over the past 3 years.
    • M.4 Must have optimized the performance of multimedia resources, including audio, video and still images for at least 1 eLearning product.
    • M.5 If SCORM is required in the application, it must have developed SCORM-compliant content (any version as specified by the client, including content packages and metadata files) for at least 3 Course in accordance with SCORM in the last 3 years.
  • Option 2:
    • M.1 Must have a high school diploma.
    • M.2 Must have at least 3 years’ experience in programming Web applications using Java, C language or script language, and secondary programs (file structure) and/or databases.
    • M.3 Must have developed and integrated at least 1 AT or Web-based training course over the past 3 years.
    • M.4 Must have optimized the performance of multimedia resources, including audio, video and still images for at least 1 eLearning product.
    • M.5 If SCORM is required in the application, it must have developed SCORM-compliant content (any version as specified by the client, including content packages and metadata files) for at least 1 Course in accordance with SCORM in the last 3 years.
3. Rapid E-Learning product programmer

Definition of the rapid E-Learning programmer:

Use easy eLearning software like Articulate Storyline®; They are easy to learn and use, program and publish on platforms, easy to handle even if the user is not a technology expert. Most organizations (school, university, industries, etc.) use these software.

Tasks of the Rapid eLearning programmer include but are not limited to:

  • 3.1 Create multimedia animations using images, sound and videos;
  • 3.2 Use authoring software to assemble eLearning content and publish the course in accordance with educational design documents;
  • 3.3 Design and create interactions that are included in rapid eLearning software;
  • 3.4 Diagnose breakdowns and resolve issues related to online course interactions that do not properly publish or report data to a learning management system;
  • 3.5 Develop content in collaboration with training designers based on scenarios;
  • 3.6 Provide advice on appropriate interaction and also on the limitations of some applications; and
  • 3.7 Create reusable online content.

Deliverable products may include:

  • 1. The alpha, beta and final versions of eLearning products;
  • 2. Courses conforming to the SCORM standard; and
  • 3. A maintenance guide giving specific instructions on updating and modifying eLearning products.

Minimum obligatory competencies of the profession:

Senior rapid eLearning programmer
  • M.1 Must have a university degree (in any field) or a college diploma (in any field).
  • M.2 Must have developed at least 5 eLearning courses over the past 2 years using rapid learning tools (as specified by the client, such as Adobe Illustrator, Adobe Photoshop, Adobe Captivate, Adobe Dreamweaver, Adobe Contribute, HTML, CSS, Adobe Flash and/or TechSmith's Articulate).
  • M.3 If SCORM is required in the application, it must have developed SCORM-compliant content (any version as specified by the client, including content packages and metadata files) for at least 3 SCORM-compliant courses in the last 2 years
Intermediate rapid eLearning programmer
  • M.1 Must have a university degree (in any field) or a college diploma (in any field).
  • M.2 Must have developed at least 4 eLearning courses over the past 2 years using rapid learning tools (as specified by the client, such as Adobe Illustrator, Adobe Photoshop, Adobe Captivate, Adobe Dreamweaver, Adobe Contribute, HTML, CSS, Adobe Flash and/or TechSmith's Articulate).
  • M.3 If SCORM is required in the application, it must have developed SCORM-compliant content (any version as specified by the client, including content packages and metadata files) for at least 2 courses in accordance with SCORM in the last 2 years.
Junior rapid programmer eLearning
  • M.1 Must hold at least a high school diploma.
  • M.2 Must have developed at least 3 eLearning courses over the past 2 years using rapid learning tools (as specified by the client, such as Adobe Illustrator, Adobe Photoshop, Adobe Captivate, Adobe Dreamweaver, Adobe Contribute, HTML, CSS, Adobe Flash and/or Techsmith's Articulate).
  • M.3 If SCORM is required in the application, it must have developed SCORM-compliant content (any version as specified by the client, including content packages and metadata files) for at least 1 in accordance with SCORM in the last 2 years.
4. Quality assurance

In particular, the quality insurer must perform the following tasks:

  • 4.1 Develop a Quality Assurance (QA) program, including:
    • 4.1.1 Quality standards, methodologies, procedures and tools required for QA activities;
    • 4.1.2 Resources, timing and responsibilities required to conduct QA activities; and
    • 4.1.3 Certain activities and tasks in support of various processes, including verification, validation, joint review, verification and problem solving.
  • 4.2 Develop QA protocols, including alpha, beta and pilot testing;
  • 4.3 Implement quality assurance testing protocols, including:
    • 4.3.1 Test eLearning programs to verify that they are compliant with client-approved pre-projects, instructional standards, guidelines, precisions and scenarios;
    • 4.3.2 Test the eLearning program for interactivity, functionality and programming errors;
    • 4.3.3 Verify grammatical and spelling accuracy in English and French or in both languages, as required;
    • 4.3.4 Ensure consistency of the on-line learning product in terms of presentation and style, including use of colors, fonts, formats, architecture and navigation strategy, modularization And consistency between the English and French versions;
    • 4.3.5 Ensure compliance with guidelines, conventions, taxonomies and best practices with respect to the use of metadata;
    • 4.3.6 Verify compliance with SCORM in an approved Learning Management System/Learning Content Management System (LMS/LCMS) test medium;
    • 4.3.7 Test eLearning programs to ensure that they are functioning as intended in the client's LMS/LCMS environment;
    • 4.3.8 Record the results of all QA interventions and make them available to the technical authority.
  • 4.4 Write reports based on the results of the QA test protocol.

Deliverable products may include:

  • 1. Quality Assurance Plan (QA);
  • 2. QA testing and test protocols; and
  • 3. QA test reports.

Minimum obligatory competencies of the profession:

Senior quality assurance specialist
  • M.1 Must have at least 6 years’ experience in developing QA policies, programs, procedures and measures.
  • M.2 Must have at least 6 years’ experience in developing standards related to software design.
  • M.3 Must have at least 6 years’ experience in QA process management.
Senior tester
  • M.1 Must have at least 4 years’ experience in testing eLearning products in accordance with test protocols.
  • M.2 Must have at least 4 years’ experience supervising the testing of eLearning products.
  • M.3 Must have at least 4 years’ experience in managing test protocols for eLearning products that arise from the QA process.
  • M.4 Must have at least 4 years’ experience in implementing test procedures for online learning products.
  • M.5 Must have at least 4 years’ experience in scenario design and test scripts for online learning products.
  • M.6 Must have at least 4 years’ experience in developing an eLearning product validation and verification capability.
  • M.7 If SCORM is required in the application, it must have tested SCORM-compliant content (any version, including content packages and metadata files) for at least 6 Courses in accordance with SCORM in the last 3 years.
Intermediate tester
  • M.1 Must have at least 2 years’ experience in testing eLearning products in accordance with test protocols.
  • M.2 Must have at least 2 years’ experience supervising the testing of eLearning products.
  • M.3 Must have at least 2 years’ experience in developing test protocols for eLearning products.
  • M.4 Must have at least 2 years’ experience in scenario design and test scripts for online learning products.
  • M.5 Must have at least 2 years’ experience in developing an eLearning product validation and verification capability.
  • M.6 If SCORM is required in the application, it must have tested SCORM-compliant content (any version, including content packages and metadata files) for at least 3 courses in accordance with SCORM in the last 3 years.

Stream 4—Multi-media design and development

1. Graphic designer

Tasks of a graphic designer include, but are not limited to:

  • 1.1 Determine the best way to achieve the desired graphics either through the use of existing stock, development of new material, or combination of both;
  • 1.2 Consulting with clients to establish the overall look and graphical elements;
  • 1.3 Reviewing the Presentation Design Document and/or the Scripted Storyboards and making recommendations to the Instructional Designer(s) and/or client; including: Consulting the clients regarding associated costs and Validating that the design is engaging and meets the client requirements;
  • 1.4 Create designs, concepts, and sample layouts of graphical elements in accordance with the Presentation Design Documents and the Scripted Storyboards;
  • 1.5 Determine size and arrangement of illustrative material and copy, and select style and size of type;
  • 1.6 Create new images using computer software;
  • 1.7 Mark up, paste, and assemble final layouts; and
  • 1.8 Digitizing images.

Deliverables may include but are not limited to:

  • 1. Graphic Concepts;
  • 2. Graphics;
  • 3. Sample Layouts;
  • 4. Final Layouts; and
  • 5. Multimedia Graphic Objects.

Minimum mandatory qualifications:

Senior graphic designer
  • M.1 Must have a University degree (in any field) or College diploma (in any field).
  • M.2 Must have a minimum of 3 years of experience within the last 5 years as a Graphic Designer.
Intermediate graphic designer
  • M.1 Must have a University degree (in any field) or College diploma (in any field).
  • M.2 Must have a minimum of 2 years of experience within the last 3 years as a Graphic Designer.
Junior graphic designer
  • Option 1:
    • M.1 Must have a University degree (in any field) or College diploma (in any field).
    • M.2 Must have a minimum of 1 year of experience within the last 5 years as a Graphic Designer.
  • Option 2:
    • M.1 Must have a Secondary school diploma.
    • M.2 Must have a minimum of 3 years of experience within the last 5 years as a graphic designer.
2. Photographer

Tasks of a photographer include, but are not limited to:

  • 2.1 Determine the best way to achieve the desired Photographs either through the use of existing stock, development of new material, or combination of both;
  • 2.2 Use traditional or digital cameras to take pictures either in a studio or on location;
  • 2.3 Adjust apertures, shutter speeds, and camera focus based on a combination of factors such as lighting, field depth, subject motion, film type, and film speed;
  • 2.4 Determine desired images and picture composition; and select and adjust subjects, equipment and/or lighting to achieve desired result;
  • 2.5 Scan photographs into computers for editing, storage, and/or electronic transmission;
  • 2.6 Measure light levels, distances, and numbers of exposures needed;
  • 2.7 Manipulate and enhance scanned and/or digital images to create desired effects, using computers and specialized software;
  • 2.8 Reviewing the Presentation Design Document and/or the Scripted Storyboards and making recommendations to the Instructional Designer(s) and/or client; including:
    • i. Consulting the clients regarding associated costs; and
    • ii. validating that the design is engaging and meets the client requirements.

Deliverables may include but are not limited to:

  • 1. High quality photos;
  • 2. Web-ready photos and thumbnails;
  • 3. Panoramic photos; and
  • 4. Virtual spaces.

Minimum mandatory qualifications:

  • Option 1:
    • M.1 Must have a University degree (in any field) or College diploma (in any field).
    • M.2 Must have a minimum of 3 years of experience within the last 6 years as a Photographer.
  • Option 2:
    • M.1 Must have a Secondary School diploma.
    • M.2 Must have a minimum of 5 years of experience within the last 8 years as a Photographer.
3. Animator

Tasks of an Animator include, but are not limited to:

  • 3.1 Determine the best way to achieve the desired animation either through the use of existing stock, development of new material, or combination of both;
  • 3.2 Design and create two-dimensional and three-dimensional images depicting objects in motion and/or illustrating a process, using computer animation or modelling programs;
  • 3.3 Make objects or characters appear lifelike by manipulating light, colour, texture, shadow, and transparency to give the illusion of motion;
  • 3.4 Create Storyboards that show the flow of the animation and map out key scenes and/or characters;
  • 3.5 Reviewing the Presentation Design Document and/or the Scripted Storyboards and making recommendations to the Instructional Designer(s) and/or client; including:
    • i. Create Storyboards that show the flow of the animation and map out key scenes and/or characters, consulting the clients regarding associated costs; and
    • ii. Validating that the design is engaging and meets the client requirements.

Deliverables may include but are not limited to:

  • 1. 2D and 3D animations; and
  • 2. Serious gaming objects, such as avatars, systems, and landscapes.

Minimum mandatory qualifications:

Senior animator
  • M.1 Must have a University degree (in any field) or College diploma (in any field).
  • M.2 Must have a minimum of 5 years of experience within the last 8 years as an Animator. Intermediate animator
Intermediate animator
  • M.1 Must have a University degree (in any field) or College Diploma (in any field).
  • M.2 Must have a minimum of 3 years of experience within the last 6 years as an Animator.
Junior animator
  • Option 1:
    • M.1 Must have a University degree (in any field) or College diploma (in any field).
    • M.2 Must have a minimum of 1 year of experience within the last 6 years as an Animator.
  • Option 2:
    • M.1 Must have a Secondary School diploma.
    • M.2 Must have a minimum of 3 years of experience within the last 6 years as an Animator.
4. Video Producer

Tasks of a Video Producer include, but are not limited to:

  • 4.1 Determine the best way to achieve the desired video either through the use of existing stock, development of new material, or combination of both;
  • 4.2 Cut shot sequences to different angles at specific points in scenes in order to make individual cuts fluid and seamless;
  • 4.3 Edit video to insert music, dialogue, and/or sound effects;
  • 4.4 Select and combine scenes to form a logical and smoothly running story;
  • 4.5 Determine the specific audio and visual effects, and/or music necessary to complete the video;
  • 4.6 Reviewing the Presentation Design Document and/or the Scripted Storyboards and making recommendations to the Instructional Designer(s) and/or client; including:
    • i. consulting the clients regarding associated costs; and
    • ii. validating that the design is engaging and meets the client requirements.

Deliverables may include but are not limited to:

  • 1. High quality video; and
  • 2. Web-ready video.

Minimum mandatory qualifications:

  • Option 1:
    • M.1 Must have a University degree (in any field) or College diploma (in any field).
    • M.2 Must have a minimum of 3 years of experience within the last 6 years as a Video Producer.
  • Option 2:
    • M.1 Must have a Secondary School diploma.
    • M.2 Must have a minimum of 5 years of experience within the last 8 years as a Video Producer.
5. Audio Producer

Tasks of an Audio Producer include, but are not limited to:

  • 5.1 Determine the best way to achieve the desired audio, sound bite, music, sound effects, and/or audio clip either through the use of existing stock, development of new material, or combination of both;
  • 5.2 Record speech, music, and other sounds;
  • 5.3 Regulate volume level and sound quality during recording sessions;
  • 5.4 Mix and edit voices, music, sound effects;
  • 5.5 Separate instruments, vocals, and other sounds, then combine later during the mixing or post production stage;
  • 5.6 Synchronize and equalize pre-recorded dialogue, music, and sound effects with animation, video, and/or into the learning product; and
  • 5.7 Reviewing the Presentation Design Document and/or the Scripted Storyboards and making recommendations to the Instructional Designer(s) and/or client; including, consulting the clients regarding associated costs and validating that the design is engaging and meets the client requirements.

Deliverables may include but are not limited to:

  • 1. High quality audio; and
  • 2. Web-ready audio.

Minimum mandatory qualifications:

Audio producer
  • Option 1:
    • M.1 Must have a University degree (in any field) or College diploma (in any field).
    • M.2 Must have a minimum of 3 years of experience within the last 6 years as an Audio Producer.
  • Option 2:
    • M.1 Must have a Secondary School diploma.
    • M.2 Must have a minimum of 5 years of experience within the last 8 years as an Audio Producer.
6. Multimedia Director

Tasks of a Multimedia Director include, but are not limited to:

  • 6.1 Determine the best way to achieve the desired audio, sound bite, music, sound effects, and/or audio clip either through the use of existing stock, development of new material, or combination of both;
  • 6.2 Coordinate the work of camera and/or audio resource(s);
  • 6.3 Coordinate with Video and/or Audio Producers during the post-production process;
  • 6.4 Plan details such as framing, composition, camera movement, sound, and actor movement for each shot or scene;
  • 6.5 Establish pace of programs and sequences of scenes according to time requirements and cast and set accessibility;
  • 6.6 Select settings and locations for Video and determine how scenes will be shot in those settings;
  • 6.7 Coordinate rehearsals and communicate the "approach, characterization, and movement" needed for each scene; and
  • 6.8 Reviewing the Presentation Design Document and/or the Scripted Storyboards and making recommendations to the Instructional Designer(s) and/or client; including, consulting the clients regarding associated costs and validating that the design is engaging and meets the client requirements.

Deliverables may include but are not limited to:

  • 1. Production ready storyboards; and
  • 2. A finished multimedia eLearning product.

Minimum mandatory qualifications:

Multimedia director
  • Option 1:
    • M.1 Must have a University degree (in any field) or College diploma (in any field).
    • M.2 Must have a minimum of 1 year of experience within the last 6 years as a Multimedia Director.
  • Option 2:
    • M.1 Must have a Secondary School diploma.
    • M.2 Must have a minimum of 3 years of experience within the last 6 years as Multimedia Director.
7. Narrator

Tasks of a Narrator include, but are not limited to:

  • 7.1 Performing the voice dialogue of scripted storyboards whereby the narrator communicates directly to the reader;
  • 7.2 Performing the voice-over presentation to the audience (also known as off-camera or off-stage commentary); and
  • 7.3 Performing voice-acting activities, not limited to, animated characters for short films, video games, instructional videos, singing, etc.

Deliverables may include but are not limited to:

  • 1. Sample audio recordings;
  • 2. Final audio recordings;
  • 3. Sample voice dialogue recordings; and
  • 4. Final voice dialogue recordings.

Minimum mandatory qualifications:

Narrator
  • M.1 Must have a minimum of a Secondary School diploma, College diploma (in any field) or a University Degree (in any field).
  • M.2 Must have a minimum of 1 year of experience within the last 3 years as a Narrator.

Stream 5—Training delivery

1. Instructor

Instructors may be used to teach government owned training in any of the subject areas identified below. Subject areas are based upon the content and not the target population.

  • Human Resources (HR);
  • Finance;
  • Management Skills;
  • Leadership Development;
  • Change Management;
  • Project Management;
  • Career Counselling;
  • Environment;
  • Energy Management;
  • Military Occupation Training;
  • Public Safety;
  • Health & Safety;
  • Information Technology;
  • Health Services;
  • General (subject area to be identified in the resulting call-up or bid solicitation).

Tasks of the Instructors include, but are not limited to:

  • 1.1 Deliver the training in accordance with the course Lesson Plan, using appropriate Adult Education techniques;
  • 1.2 Setting up the classroom prior to the start of the scheduled start time;
  • 1.3 Provide administrative briefing to participants at the beginning of the course outlining location of fire exits, washrooms, restaurant facilities, lunchroom area, and course outline;
  • 1.4 Distribute attendance list to participants for their signature;
  • 1.5 Evaluate tests and/or assignments;
  • 1.6 Distribute course certificates to participants;
  • 1.7 Distribute course evaluations to participants;
  • 1.8 Provide any feedback and recommendations to the Project Authority regarding the course; and
  • 1.9 Set-up the online environment in accordance with the training plan.

Deliverables may include but are not limited to:

  • 1. Course Feedback Report.

Minimum mandatory qualifications:

Senior instructor
  • M.1 Must have a minimum of 120 training days within the last 3 years in Instructing in the identified subject area.
  • M.2 Must have a minimum of 1 year experience (not as an Instructor) in the identified subject area.
Intermediate instructor
  • M.1 Must have a minimum of 60 training days within the last 3 years in Instructing in the identified subject area.
  • M.2 Must have a minimum of 1 year experience (not as an Instructor) in the identified subject area.
Junior instructor
  • M.1 Must have a minimum of 30 training days within the last 3 years in Instructing in the identified subject area.
2. Training Facilitator

Training Facilitators may be used to facilitate any government owned training that is delivered as in-person training facilitation (e.g. classroom), online facilitation, and for blended training facilitation (e.g. classroom and online).

Definition of Online Facilitation:

  1. Online Facilitation involves managing learners and learning through an online medium such as virtual classroom applications. It also refers to the management of online communication between learners by a facilitator. In this regard, online facilitation is moving from an emphasis on web content to a more interactive structure that recognizes the social and interactive elements of knowledge construction, and to pedagogical approaches that enable learner centred, rather than facilitator driven learning;
  2. There are two main types of online facilitation:
    1. Asynchronous—communications such as discussion forums, electronic bulletin boards and e-groups in which the facilitator acts as a moderator reviewing contributors message offline and posting administrative messages; and
    2. Synchronous—events in which the facilitator works in real time, leading or assisting in the delivery of instruction to learners within a virtual classroom application though lecture, discussion, interactive exercises, use of slides, whiteboard, application sharing and document review, and other tools and techniques commonly associated with virtual classroom applications.
  3. Means of online facilitation include, but are not limited to the following:
    1. Virtual Classroom application software;
    2. Static Text;
    3. Threaded or unthreaded discussion boards;
    4. Instant Messaging (IM) or Chat;
    5. Live voice or video;
    6. Provision of links to other materials or lists of materials;
    7. E-mail; and
    8. Non-virtual means, such as phone support.

Tasks of a Training Facilitator include, but are not limited to:

  • 2.1 Becoming familiar with the course content prior to course delivery;
  • 2.2 Attending train-the-training sessions, dry run and pilot tests;
  • 2.3 Contribute suggestions towards course improvements or revisions;
  • 2.4 Deliver training by:
    1. Guiding learners through course materials and specific activities (e.g. problem solving, information sharing), and focusing on critical points;
    2. Critiquing work / thinking in a supportive fashion;
    3. Promoting interactivity and discussions;
    4. Maintaining a pace suitable to the course schedule;
    5. Creating and fostering a collaborative and safe environment for participants;
    6. Motivating learners to take responsibility for their own learning;
    7. Catering to different learning preferences and learner needs, finding the optimal balance between private e-mail and public discussions, and encouraging collaborative work and learner-learner or group discussions;
    8. Moderating and/or managing discussions, encouraging and gently guiding the discussion, planting ideas or starting new topics, and managing differences of opinion or perspectives effectively;
    9. Sharing information and resources with the group;
    10. Answering participants’ questions and provide help when required.
  • 2.5 Helping learners make the transition from private one-on-one e-mail to group participation;
  • 2.6 Assisting learners to become comfortable with systems and software; and
  • 2.7 Scanning for copyrighted material that shouldn’t be posted without permission of the author.

Deliverables may include but are not limited to:

  • 1. Course Feedback Reports.

Minimum mandatory qualifications:

Senior training facilitator
  • M.1 Must have delivered a minim g days within the last 3 years as a Training Facilitator
  • M.2 If online training facilitation is part of the requirement, then must have delivered a minimum of 90 training hours within the last 3 years as an Online Training Facilitator.
Intermediate training facilitator
  • M.1 Must have delivered a minimum of 60 training days within the last 3 years as a Training Facilitator
  • M.2 If online training facilitation is part of the requirement, then must have delivered a minimum of 60 training hours within the last 3 years as an Online Training Facilitator.
Junior training facilitator
  • M.1 Must have delivered a minimum of 30 training days within the last 3 years as a Training Facilitator.
  • M.2 If online training facilitation is part of the requirement, then must have delivered a minimum of 30 training hours within the last 3 years as an Online Training Facilitator.

Stream 6—Training evaluation services

Training evaluation services will provide the organization with strategies, planning and tools to:

Evaluate and measure desired learning outcomes:

  • In the short term: Improve the design and delivery of courses;
  • Medium-term: Making informed decisions about employee learning opportunities;
  • Long-term: Focusing more on results.

The objectives of the learning assessments provide performance data for ongoing quality assurance or design improvement.

Learning Assessment Model

Most organizations use the Kirkpatrick learning assessment model or equivalent.

Learning assessments based on the Kirkpatrick model are defined at four levels: Levels 1, 2, 3 and 4.

Levels of evaluation of learning
  • Level 1, reactions: the degree to which participants respond positively to the learning event;
  • Level 2, Learning: the degree to which participants acquire the expected knowledge, skills and attitudes based on their participation in the learning activity;
  • Level 3, Behavior: the degree to which participants apply what they have learned during their training when they return to work;
  • Level 4, results: the degree to which the targeted outcomes occur, as a result of a learning event and subsequent reinforcement.

The learning evaluator must apply current techniques in the evaluation of courses or programs in order to provide an evaluation framework or evaluation report.

1. Training Evaluator

In particular, the training evaluator must perform the following tasks:

  • 1.1 Provide recommendations and suggestions to the evaluation framework;
  • 1.2 Evaluate the level of use, as well as the relevance and effectiveness of the tools in the context of the project;
  • 1.3 Validate and provide the best assessment tools to achieve the objectives of the evaluation framework;
  • 1.4 Develop and propose evaluation tools to be chosen in collaboration with the client (e.g. on-line questionnaire, semi-structured interview, written analysis, assessment tools, focus groups, observations);
  • 1.5 Develop and propose a standardized evaluation questionnaire for different programs and training: classroom questionnaire; quiz for virtual classroom courses, questionnaire for online courses and customized and adapted questionnaires have also been put in place for other activities;
  • 1.6 Administer evaluation tools, tests, including the use of on-line tools, where necessary and appropriate;
  • 1.7 Compile, capture, integrate and analyze data to ensure that established training objectives have been met for courses;
  • 1.8 Submit standardized and assessment reports;
  • 1.9 Submit a report with important observations that could affect learning, objectives, activities or communication tools (including specific recommendations on the implementation approach—timeline).

Deliverables may include but are not limited to:

  • 1. Development of an evaluation framework;
  • 2. Development of an evaluation strategy;
  • 3. Development of an evaluation plan;
  • 4. Conducting an evaluation of training;
  • 5. Data collection and analysis;
  • 6. Interpretation of results and preparation of conclusions; and
  • 7. Writing a report and presentation.

Minimum mandatory qualifications:

Evaluator
  • M.1 During the past 5 years must have completed at least 5 KirkPatrick learning assessments or an equivalent method in the assessment of learning and / or training programs for adults in the public and/or private sector.

Stream 7—Project management

Project Manager

Tasks of a Project Manager include, but are not limited to:

  • 1. Managing the scope of the projects and products, budget and schedule;
  • 2. Developing and updating the work breakdown structure and detailed project plans;
  • 3. Tracking project plans and managing resources;
  • 4. Managing the change control process;
  • 5. Maintaining communication with government stakeholders and other project managers and reports progress of the project on an ongoing basis and at scheduled points in the life cycle;
  • 6. Managing risks and implementing problem resolutions;
  • 7. Planning, organizing, directing and controlling quality assurance throughout the project; and
  • 8. Supporting the release, implementation and delivery of products.

Deliverables may include but are not limited to:

  • 1. Work Breakdown Structure;
  • 2. Project Plan; and
  • 3. Project Status Reports.

Minimum mandatory qualifications:

Senior Project Manager
  • M.1 Must have a University degree (in any field) or a College Diploma (in any field) or a Project Management Professional (PMP) certification from the Project Management Institute (PMI).
  • M.2 Must have a minimum of 6 years’ experience as a Project Manager, including 3 years’ experience in managing training projects.
  • M.3 If eLearning is part of the requirement, then the Project Manager must have a minimum of 3 years’ experience in managing eLearning and/or software projects, including a minimum of 1 year of experience in managing eLearning projects.
Intermediate Project Manager
  • M.1 Must have a University degree (in any field) or a College Diploma (in any field) or a Project Management Professional (PMP) certification from the Project Management Institute (PMI).
  • M.2 Must have a minimum of 4 years’ experience as a Project Manager, including 2 years’ experience in managing training projects.
  • M.3 If eLearning is part of the requirement, then the Project Manager must have a minimum of 2 years’ experience in managing eLearning and/or software projects, including a minimum of 1 year of experience in managing eLearning projects.
Junior Project Manager
  • M.1 Must have a University degree (in any field) or a College Diploma (in any field) or a Project Management Professional (PMP) certification from the Project Management Institute (PMI).
  • M.2 Must have a minimum of 2 years’ experience as a Project Manager, including a minimum of 1 year experience in managing training projects.
  • M.3 If eLearning is part of the requirement, then the Project Manager must have a minimum of 2 years’ experience in managing eLearning and/or software projects, including a minimum of 1 year of experience in managing eLearning projects.

Appendix 1 to Annex A: Description of blended learning and eLearning

1.1 Blended Learning and eLearning

1.1.1 Blended Learning usually combines traditional classroom based learning with more modern technology enabled methods and may include various types of eLearning products.

1.2 eLearning Products

1.2.1 Canada focuses on the broadest view of eLearning products that includes stand-alone, self-directed eLearning products to integrated, blended and hybrid approaches that combine a variety of delivery methods, tools, learning events and learning models, including:

  1. Computer-based training (CBT) (not Web based, files reside on Personal Computer (PC) or CD-ROM);
  2. Self-directed Web Based CBT (Running through web-browser, files reside on PC or CD-ROM);
  3. Self-directed Web-based Training (Browser-based, files reside on server, runs over Internet and/or Intranet);
  4. Synchronous / Virtual Classroom / Webinar. Design and development aspect, but not delivery aspect;
  5. Asynchronous online discussions/learning. Design and development aspect, but not delivery aspect;
  6. Hybrid (face to face classroom and online training). Design and development aspect, but not the delivery aspect;
  7. Electronic Performance Support (EPS);
  8. Online Communities of Practice;
  9. Blogs, wikis;
  10. Podcasts, webcasts;
  11. E-Library (online interactive manuals, references, etc.);
  12. Serious gaming products;
  13. Synthetic environments (2D and/or 3D);
  14. Simulations;
  15. Multi-Media portions of traditional classroom-based courses; and
  16. M-learning (mobile learning).

1.3 Learning Product Characteristics

1.3.1 Learning products have the following characteristics:

  1. Interactive (learner to learner, learner to instructor, learner to mentor, learner to coach, learner to information database);
  2. Based on formal instructional design incorporating research-based learning models or products to support learning such as job aides and knowledge repositories depending on requirements. Incorporating a variety of instructional approaches, including examples, problems, presentation and demonstration, practice and feedback, scenarios, case studies, role-play, simulation, assessment etc;
  3. Integrated within a strategic learning and/or eLearning framework; and
  4. ELearning may be developed to SCORM specifications depending on requirements.

1.4 ELearning Product Delivery Methods

1.4.1 ELearning solutions may be provided to Canada via the following channels:

  1. Intranet, Internet, and/or CD-ROM;
  2. Government owned or contracted legacy LMS/LCMS;
  3. an asynchronous/synchronous tool; or as a
  4. stand-alone product.

1.5 Multi-Media Integration

1.5.1 ELearning products will require integration of a variety of Multi-Media/interactive elements depending on requirements, which may include one or more of the following:

  1. Text, graphics, video, sound;
  2. Pop-up boxes and roll-overs;
  3. Navigation features (forward, back, return to main menu, exit, book-marking);
  4. Changing content organization depending on results of pre-assessment tests;
  5. Drag-and-drop exercises;
  6. Multiple choice and true/false questions;
  7. Feedback on questions linked to area in courseware with the answer;
  8. Exploratory functions - hot areas on screen;
  9. Text entry for simple word recall, longer answer responses, or gather user information such as passwords;
  10. Sliders - to allow user to select a choice or range of choices on a linear scale;
  11. Timers - indicate passing time as user completes an exercise;
  12. Simple simulations such as demonstrating sequence of keystrokes to perform basic commands in a software application;
  13. Basic animations;
  14. Testing, scoring, course management (tracking and reporting); and
  15. Operational support (help, search (full-text and keyword based on metadata), glossary, dialogue boxes).

1.6 Delivery Platform Independence

1.6.1 ELearning products must be able to be delivered through multiple mechanisms (e.g. CBT, WBT). The solution must allow the ability to choose delivery mechanisms.

1.7 Dynamic Content and Flexible Architecture

1.7.1 Unless stated otherwise in any resultant call-up / contract,

  1. ELearning solutions must accommodate dynamic content. The solutions must permit changes to the underlying information (text and graphics/illustrations) while minimizing changes to the product.
  2. ELearning solutions must accommodate changes to the overall architecture (beyond the information itself) in that new modules or components will need to be added and existing modules or components changed or discarded.

1.8 Easy to Navigate and Maintain Information Structures

1.8.1 Information structures must be easily and intuitively navigable by novice users. The information and navigation structures must be easy to maintain.

1.9 Media and Delivery Mechanisms

1.9.1 The internet/intranet using browser technology will be used as the delivery environment. The product must support the applicable browser(s) as stated in the resulting call-up / contract. Unless stated otherwise in any resultant call-up / contract, plug-ins will not be permitted.

1.10 Reusability

1.10.1 The Offeror / Supplier must design with re-usability in mind. Content must be designed as reusable information objects that can be used as modular building blocks for larger learning structures such as lessons (Reusable Learning Objects). The use of metadata tags to describe information and learning objects facilitate rapid updating, searching, and management of content.

1.11 Performance Tracking and Assessment

1.11.1 The approach and extent of performance data collected will be a function of eLearning product requirements and the Information Management and Information Technology (IM/IT)

1.11.2 Performance Tracking and Assessment functionality may be required to conform to SCORM as identified in any resultant call-up / contract. Use of Application Programming Interface (API) calls falling under SCORM conformance must only be used if required by the client.

1.11.3 Performance Tracking and Assessment functionality may include any or all of the following:

  1. Performance assessment in a learning context;
  2. Basic student survey technique, collecting subjective data;
  3. Advanced forms of data collection including the use of a database;
  4. Collection of objective data, such as completion rates and times; and
  5. Ability to track the student’s progress, to help them keep track of test scores and evaluations.

1.12 Searching

1.12.1 The approach and extent of eLearning product search functionality will be a function of the eLearning product requirements and the IM/IT infrastructure.

1.12.2 Searching capabilities can range from full-text searching within a product or directory, to field-based searching using metadata at the module, topic, sub-topic and keyword levels.

Appendix 2 to Annex A: Acronyms

API
Application Programming Interface
AT
Automated Training
CBT
Computer-based training
CFITES
Canadian Forces Individual Training and Education System
CLF
Common Look and Feel
DLN
Defence Learning Network  
DND
Department of National Defence
EPS
Electronic Performance Support
GC
Government of Canada
HR
Human Resources
IM
Instant Messenging
IM/IT
Information Management and Information Technology
IP
Intellectual Property
IT
Information Technology
LCMS
Learning Content Management System
LMS
Learning Management System
NCR
National Capital Region
PC
Personal Computer
PMI
Project Management Institute
PMP
Project Management Professional
QA
Quality Assurance
SCORM
Shareable Content Object Reference Model
WBT
Web-based training
WCAG
Web Content Accessibility Guidelines

Annex B: Generic security requirements check lists

The list and details of the pre-approved SRCL’s for professional services is available for download from the Common Centralized Professional Services: Security Requirement Checklists page.

Annex C: Qualified streams and categories

The Supplier’s qualified streams and categories are to be inserted in Annex C.

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