Request for Services / IT Disaster Recovery Services
Client’s Name: / [Insert Client’s Name]
Request for Services Submission Date: / Click here to enter a date. /

OECM - IT Disaster Recovery Services

Request for Services Template

General Template Information and Instructions
Please refer to the Customer Guide for more details.
•Instructions in this template are set out in grey font.
•The terms and conditions of the OECM Master Agreements govern this request for services.
•The usage of the request for services is for evaluation and assessment of the supplier offering, customers are not obligated to any subsequent purchases or to award the request for services.
•The request for services does not create a Contract A/ Contract B situation.
•Customer’s should review and assess if the cloud technology services; IT professional services; IT technical support services; networking switches, routers, firewalls products and related services and/or software licensing in our master agreements meet your needs. If they do, customer can purchase directly from one or more of the suppliers using the rates set out in the master agreements, alternatively, customer could issue a request for services to obtain services/products and/or pricing based on your specific requirements.
•Consult your internal policy to see if the supplier is required to sign a Confidentiality Agreement before receiving your specific information.
•Fill out the fields under Customer Details and Customer Requirements.
•Once you completed the assessment of the supplier offering and decide to purchase, please ensure a Client Supplier Agreement is signed between the selected supplier and your organization.
Background Information:
Late 2014, OECM reached out to its customers to complete the sourcing project survey 2015. With this survey OECM was asking customers to provide the list of projects they wanted OECM to undertake in 2015. Customers expressed interest in IT Disaster Recovery Services.
Following its regular procurement process, OECM consulted with various suppliers and formed an Advisorygroup. During the supplierconsultations, OECM realized that the IT disaster recovery services could be acquired using some of OECM’s existing IT agreements.
In the fall of 2015, it was agreed to not pursue an RFP for the provision of IT disaster recovery services but to create a package of services from existing agreements.
Customers can utilize the following agreements to acquire IT disaster recovery services:
•Cloud Technology 2014-MA-203;
•IT Professional Services 2014-MA-205 under the following categories:
  • Audit and Compliance;
  • Electronic Record Management Services;
  • IT Infrastructure;
  • Managed Security; and
  • Network Services.
•IT Technical Support Services 2014-MA-213;
•Networking Switches, Routers, Firewalls and Related Services 2014-MA-206; and
•Software Licensing 2014-MA-228.
Instructions:
Using this request for services template, the client should clearly outline the required IT Disaster Recovery Services to enable the supplier to provide a quotation specific to the requirements.Aclient should complete sections 1 and 2. The invited suppliers should provide their responses using sections 3 and 4.
The request for services should be sent to the suppliers’ client representative, contact information can be found in appendix A.Clients do not have to sign a Client Supplier Agreement to issue and submita request for services.
The chart below is a suggestion/options for which OECM Agreements’ awarded supplier partners may be a good fit under each of the categories outlined below:


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OECM’s Confidential Document

Request for Services / IT Disaster Recovery Services
Client’s Name: / [Insert Client’s Name]
Request for Services Submission Date: / Click here to enter a date. /

SECTION 1 – INTRODUCTION AND CLIENT’S CONTACT INFORMATION

(Client to complete)

Client’s Name: / Click here to enter text.
Request for services Reference Number: / Click here to enter text.
Master Agreement
(check 1 or more): / ☐Cloud Technology 2014-MA-203
☐IT Professional Services 2014-MA-205
☐IT Technical Support Services 2014-MA-213
☐Networking Switches, Routers, Firewalls and Related Services 2014-MA-206
☐Software Licensing 2015-MA-228
Request for services Submission Date: / Click here to enter a date. /
Request for services Expected Response Date: / Click here to enter a date. /
Anticipated Start Date of the Service: / Click here to enter a date. /
Client’s Contact Email: / Click here to enter text.
Instructions:
Clients should complete the table below. The contact person will be the primary contact during the request for services process.
Client Organization / Click here to enter text. / Department: / Click here to enter text. /
Contact Name / Click here to enter text. / Contact Email / Click here to enter text. /
Client Address / Click here to enter text. / Contact Phone / Click here to enter text. /
Contact Fax / Click here to enter text. /
City, Province / Click here to enter text. / Postal Code / Click here to enter text. /

SECTION 2 - SERVICE INFORMATION AND REQUIREMENTS

(Client to complete)

2.1 - Service Description

Instructions:
Clients must describe the services they are expecting from the supplier(s). Clients should provide as much details as possible such as but not limited to:
-Location;
-Project description;
-Timeframe;
-Number of users;
-Experience needed;
-IT environment/infrastructure;
-Outcome and;
-Budget.
Once the sections 1, and 2 are completed, clients should send the request for services to one or more awarded suppliers, within the required service category, listed in appendix A.

The Services to be provided by the Supplier will include the following:

Insert service description

[End of the Client’s Request for services Section]

Client to submit its request for services to the suppliers’ client representative via email. Suppliercontact information can be found in appendix A; clients must delete appendix A before submitting its request for services.

SECTION 3 - REQUEST FOR SERVICES RESPONSE

(Supplier to complete)

3.1 - Client’s Information

Instructions:
The supplier should complete sections 3 and 4.
In table 3.1, the supplier should reference the client’s information by indicating:
-Client’s name
-Request for services reference number
-Request for services submission date
-Service category
Client Organization / Click here to enter text. /
Request for services Reference Number / Click here to enter text. /
Request for services Submission Date / Click here to enter text. /
Service Category / Click here to enter text. /

3.2 - Supplier Information

Instructions:
In the table 3.2 the supplier should provide its contact information.
Supplier Name (Legal Name) / Click here to enter text. / Contact Phone / Click here to enter text. /
Supplier Contact Name & Title / Click here to enter text. / Contact Email / Click here to enter text. /
Client Address / Click here to enter text. / Contact Fax / Click here to enter text. /
City, Province / Click here to enter text. / Postal Code / Click here to enter text. /

3.3 - Supplier’s Request for services Response

Instructions:
In table 3.3 the supplier should provide itsrequest for services response according to the client’s services description provided in section 2 of the request for services.Response should demonstrate the supplier’s experience and capability in the provision of the services, by including: estimated timelines, project management methodology, key resources assigned, key milestone, typical challenges and risk mitigation strategies
Insert the request for services response here. /

SECTION 4–REQUEST FOR SERVICESPRICING

(Supplier to complete)

4.1 – Proposed Price

Instructions:
The supplier should indicate its price for the proposed services. The supplier should breakdown its prices by components such as but not limited to: roles; milestone. The supplier can add rows to the tables below.
Price Component(List each component (e.g. roles, milestones), if applicable below): / Price / Unit of Measure, if applicable / Extended Price
Click here to enter text. / $Click here to enter text. / Click here to enter text. / $Click here to enter text.
Click here to enter text. / $Click here to enter text. / Click here to enter text. / $Click here to enter text.
Click here to enter text. / $Click here to enter text. / Click here to enter text. / $Click here to enter text.
Click here to enter text. / $Click here to enter text. / Click here to enter text. / $Click here to enter text.
Total Proposed Price: / $Click here to enter text.

4.2 – Other Expenses

Instructions:
In the table 4.2, the supplier should list all expenses applicable to the project that have not been included in 4.1 Proposed Price. Other expenses related to travel should be invoiced separately, supported with receipts and reimbursed based on the rates in accordance with the Management Board Travel, Meals and Hospitality Expenses Directive or the Client’s internal policy.
ExpensesbyType (List each item below): / Other Expenses Rate
Click here to enter text. / $Click here to enter text.
Click here to enter text. / $Click here to enter text.
Click here to enter text. / $Click here to enter text.
Click here to enter text. / $Click here to enter text.
Total Other Expenses: / $Click here to enter text.

4.3 – Total Maximum Rate

Instructions:
In the table 4.3 the supplier shall calculate Subtotal Price by adding Total Proposed Price in 4.1 to Total Other Expenses in 4.2.
4.1 Total Proposed Price / $ Click here to enter text.
4.2 Total Other Expenses / $ Click here to enter text.
Total Price excluding HST / $ Click here to enter text.

4.4 - Execution of the Request for services

Instructions:
In table 4.4 the supplier shall complete and sign its request for services response before submitting it to clients.

If this request for services response is selected by the client, the supplier agrees to provide the services described in the table 4.3 at the price indicated in table 5.3. The supplier shall make its total price excluding HST (section 5.3) valid for ninety (90) days.

Supplier Representative Signature:
Supplier Representative Printed Name:
Date:

[End of the Supplier’s Request for services Section]

The supplier should submit its quote to the client via email at the address indicated in section 1 and 2, before the request for services expected response date stated in section 1.
If the supplier is selected to provide the services, aClient Supplier Agreement (CSA) must be executed prior to the provision of any services. Therefore, if the client and supplier have not already done this, the CSA must be completed and signed if the client awards the services from this request for services.

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OECM’s Confidential Document

Request for Services / IT Disaster Recovery Services
Client’s Name: / [Insert Client’s Name]
Request for Services Submission Date: / Click here to enter a date. /

APPENDIX A – SUPPLIERS’ CONTACT INFORMATION

(Under each Awarded OECM Master Agreement)

# / Suppliers / Cloud Technology 2014-MA-203 / IT Professional Services 2014-MA-205 / Networking Switches, Routers, Firewalls and Related Services 2014-MA-206 / IT Technical Support Services 2014-MA-213 / Software Licensing 2015-MA-228
Audit and Compliance / Electronic Records and Content Management Services / IT Infrastructure / Managed Security / Network Services
Aurora Solutions / X
Altis Human Resources Inc. / X
Bagg Technology Resources Inc. / X
Bell Canada / X / X / X
Calian Limited / X
CDW Canada Inc. / X
Compugen Inc. / X / X / X / X / X
Dell Canada Inc. / X / X / X / X
Eagle Professional Resources Inc. / X
Grant Thornton LLP / X / X
IBM Canada – K-12 Education / X
IDS Systems Consultants Inc. / X / X / X
Infotek Consulting Services Inc. / X
Lanworks Inc. / X
Long View Systems Corporation / X / X / X / X
Modis Canada Inc. / X
OnX Enterprise Solutions Ltd. / X
Open Decisions Inc. / X
PriceWaterhouse Coopers LLC / X
SoftChoiceLp / X / X / X / X
S.i. Systems Partnership / X
Sundiata White Group - Intellistaff Ltd. (SWGi) / X
TEEMA Solutions Group Inc. / X
TEKsystems Canada Inc. / X
Teramach Technologies Inc. / X / X / X / X / X / X / X

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OECM’s Confidential Document

Request For Services Template for IT Disaster Recovery Services

Cloud Technology Agreement MA # 2014-MA-203
IBM Canada – K-12 Education
Daniel Prodan, Product Manager
Telephone: 905-316-5269
Email: / OnX Enterprise Solutions Ltd.
Frances Newbigin, VP Software
Telephone: 905-482-2292 ext. 2633
/ TeraMach Technologies
Cameron Mair, AccountManager
Phone: 905-305-6880 x 317
Cellphone: 416-409-4536
Email:
IT Technical Support Services Agreement MA # 2014-MA-213
Altis Human Resources
Central Region
NevenaOuzas
330 Bay Street, Suite 700
Toronto, ON
Telephone: 416-214-9280
Email: / Altis Human Resources
Eastern Region
Ameera Girgis
102 Bank Street, Suite 300
Ottawa, ON
Telephone: 613-230-5393
Email: / Bagg Technology Resources
Simone Goldberg, Branch Manager
Telephone: 416-847-4976
Email: / Calian Limited
Gloria Higdon, Senior Account Executive
Telephone: 877-225-4264 x 207
Email:
Eagle Professional Resources
Bruce Kinney, MBA (ITM), CHRP, CHRL
Director, Ontario Public Sector Services
Telephone: 416-861-1492 x 2247
Toll Free: 800-281-2339 x 2247
Email: / Infotek Consulting Services
Kelly Amaral
Director, Marketing
Telephobe: 416-365-0337 x 225
Email: / Modis Canada
Angela Williams
Business Development Manager
Telephone: 416-367-2020
Email: / S.i. Systems Partnership
Glen South, Managing Director
Telephone: 416-953-7321
Email:
Sundiata White Group - Intellistaff Ltd. (SWGi)
Peter Sundiata, Managing Partner
Telephone: 416-644-8873 x 855
Cellphone: 416-456-6619
Email: / TEEMA Solutions Group
Bob Pridding, Director
Telephone: 416-795-4829
Email: / TEKsystems Canada Inc.
Cori Porter, Director of Proposals
Telephone: 613-726-3000
Email:
IT Professional Services MA # 2014-MA-205
Bell Canada
Christine Cull
Regional Sales Manager
Telephone: 647 225 0071
Email: / CDW Canada
Sean Bonnet, Sales Manager
Public Sector Education
Toll Free 866-370-2392
Cellphone: 647-288-5707
Email: / Compugen
Steven Silva
Corporate Account Manager
Telephone: 905.695.5645
Cellphone: 416.888.6090
Toll Free: 1.800.387-5045
Email: / Dell Canada
Sheene Leung
Public Business Group - Canada
Telephone: 416-910-7601
Email
Grant Thornton
David Florio, Partner
Telephone: 416-369-6415
Email: / IDS Systems
Randy Peckham
President and Chief Technology Architect
Telephone: 613-836-6708 x 101
Email: / Long View Systems
John Kaus
Client Executive
Telephone: 905-328-4350
Email: / Price Waterhouse Coopers
Bruce Webster, Partner, Risk Assurance Services, National Internal Audit Leader
Telephone: 416-815-5250
Email:
SoftChoice
Brittany Pepper, Client Representative
Phone: 905-847-6800 x 555274
Email: / TeraMach Technologies
Cameron Mair, AccountManager
Phone: 905-305-6880 x 317
Cellphone: 416-409-4536
Email:
Networking Switches, Routers, Firewall and Related Services MA # 2014-MA-206
Aurora Solutions
Phil Weedon, Sales Consultant
Telephone: 1 (613) 791-0287
Email: / Compugen:
Steven Silva
Corporate Account Manager
Phone: 905.695.5645
Cellphone: 416.888.6090
Toll Free: 1.800.387-5045
Email: / Dell Canada
Sheene Leung
Public Business Group - Canada
Telephone: 416-910-7601
Email / Lanworks Inc.
Ricky Wu
Partner Support
Telephone: 905-212-2332
Email:
Long View Systems
John Kaus, Client Executive
Telephone: 905-328-4350
Email: / Open Decisions Inc.
Peter Chandler
Senior Account Manager
Telephone: 647-931-3090 x 32
Email: / TeraMach Technologies
Cameron Mair, AccountManager
Phone: 905-305-6880 ext 317
Cellphone: 416-409-4536
Email:
Software Licensing MA# 2015-MA-228
SoftChoice
Brittany Pepper, Client Representative
Telephone: 905-847-6800 x 555274
Email:

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OECM’s Confidential Document

Request For Services Template for IT Disaster Recovery Services

APPENDIX B – OECM’S CONTACT INFORMATION

Business Relationship Group

Pooja Nagra

Business Relationship Manager

(416) 847-0677

Michael Liaw

Business Analyst

(416) 847-1079

Sourcing Solutions Group

Agnes Tijet

Sourcing Manager

(416) 847-1198

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OECM’s Confidential Document