Common Business Rules in the Centralized Professional Services System ePortal
Standing Offers:
- $0 to 40K = 1 Supplier is selected from the search results
- $0 to 250K = Right of first refusal must be followed
Supply Arrangements (rates are no longer included in Centralized Professional Services System (CPSS)):
- $0 to 40K = 1 Supplier is selected from the search results
- $0 to Canada-Korea Free Trade Agreement (CKFTA) [$100,000] = Minimum of 2 suppliers are selected from the search results
- CKFTA [$100,000] to $3.75 (or $3,750,000) = Minimum of 15 suppliers are selected from the search results
- Greater than $3.75 million = All suppliers are to be invited from the search results list
- Perpetual (Quarterly) refreshes
Common to Standing Offers and Supply Arrangements:
- 6 regions and 12 metropolitan areas (previously referred to as sub-regions)
- "Remote/Virtual Zone" is available (for work at Suppliers' location)
- An indicator that the Supplier has a "Local office" is included under certain thresholds
- Searches conducted at the metropolitan area are automatically rolled up by the system to the regional level if there are less than 3 suppliers in the metropolitan area search result. Under the Standing Offer, Clients are encouraged to use the metropolitan area
Common rules—At a glance
Harmonized Business rules across Methods of Supply
This table explains the differences between the dollar value threshold within Standing Offers (SO) and Supply Arrangements (SA) between various professional services Methods of Supply (MoS).
Method of Supply | Standing Offers | Supply Arrangements | ||||
---|---|---|---|---|---|---|
0-40K | 0-250K | 0-40K | 0-CKFTA (Canada-Korea Free Trade Agreement) |
CKFTA-3.75M | Over 3.75M | |
ProServices | Not available | Not available | Available | Available | Not available | Not available |
Task Based Informatics Professional Service (TBIPS) | Not available | Not available | Not available | Not available | Available | Available |
Solutions-Based Informatics Professional Services (SBIPS) (Solution (sol)) | Not available | Not available | Available | Available | Available | Available |
Task and Solutions Professional Services (TSPS) (Supply Arrangement Task (task) | Not available | Not available | Not available | Not available | Available | Available |
Task and Solutions Professional Services (TSPS) (sol) | Not available | Not available | Available | Available | Available | Available |
Professional Audits Support Services Supply Arrangement (PASS-SA) | Not available | Not available | Available | Available | Available | Available |
Learning Services | Available | Available | Available | Available | Available | Available |
This table lists the common business rules applicable to SO and SA for various dollar value thresholds. These common business rules are regarding the number of vendors to be contacted during the procurement process, and the response time given to suppliers to prepare a proposal.
Rules | Standing Offers | Supply Arrangements | ||||
---|---|---|---|---|---|---|
0-40K | 0-250K | 0-40K | 0-CKFTA | CKFTA-3.75M | Over 3.75M | |
Minimum number of suppliers to invite | 1 | 1-10 Right of First Refusal (RoFR) applies |
1 | 2 | 15 | All |
Minimum number of suppliers response time (days) | 0 | 2 | 0 | 5 | 15 | 20 |
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