Nunavut Directive: Highest combined rating of Inuit Benefits Plan commitment, technical merit, and price – not limited to Inuit Firm Registry

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Item Information

Remarks – Recommended Use of SACC Item

Include the following in solicitations that are subject to the Nunavut Directive, are not limited to competition among firms on the Inuit Firm Registry (IFR), and will evaluate Inuit Benefits Plans (IBP).

For each new procurement that is subject to the Directive, an up-to-date supplementary template (Inuit Benefits Plan (IBP), IBP Progress Report and IBP Evaluation) must be obtained from Strategic Policy Sector’s Indigenous Procurement Policy Division (IPPD).

Note: Percentages related to Inuit Benefits Plan criteria are at their default weightings in the example provided. Contracting Authorities must ensure that the percentages applied to each criterion are appropriate and in accordance with the Nunavut Directive. In solicitations where technical merit will not be point rated, the title and clause must be adjusted accordingly.

For important information on how and when to implement limiting bidding among firms on the IFR and to evaluate Inuit and Nunavut benefits in procurements subject to the Nunavut Directive, please see the Guide on Government Contracts in the Nunavut Settlement Area.

For additional advice and guidance on the Nunavut Directive, the use of these clauses, and for the most up-to-date copy of the supplementary templates, please contact Strategic Policy Sector’s Indigenous Procurement Policy Division (IPPD) at: tpsgc.pacontratsnunavut-apnunavutcontracts.pwgsc@tpsgc-pwgsc.gc.ca.

Note: These solicitation clauses cannot be used in conjunction with SACC Manual items A3000C, A3000T, A3001T, A3002T, M3030T, M9030T, S3035T, or S3036T.

Legal text for SACC item

  1. To be declared responsive, a bid must:
    1. comply with all the requirements of the bid solicitation;
    2. meet all mandatory criteria;

    (if applicable, choose one of the options below)

Option 1

  1. obtain the required minimum of ____ (insert minimum number of points) points overall for the technical evaluation criteria which are subject to point rating.
    The rating is performed on a scale of ____ (insert total number of available points) points.

Or

Option 2

  1. obtain the required minimum points specified (choose "for each criterion" or "for criterion number ___" or "for criteria numbers ___ , ___") for the technical evaluation, and
  2. obtain the required minimum of ____ (insert minimum number of points) points overall for the technical evaluation criteria which are subject to point rating.
    The rating is performed on a scale of ____ (insert total number of available points) points.
  1. Bids not meeting the requirements specified in Section 1 will be declared non-responsive.
  2. The selection will be based on the highest responsive combined rating of total IBP merit, (if applicable, insert “technical merit,”) and price. The ratio will be 35% for the total IBP merit, (if applicable, insert “ __%” (percentage for technical merit) and insert “for the technical merit”) and __% (insert percentage for price) for price.

If applicable, Insert 4. Otherwise delete and renumber accordingly

  1. To establish the technical merit score, the overall technical score for each responsive bid will be determined as follows: total number of points obtained / maximum number of points available multiplied by the ratio of ___ (insert percentage value for technical merit).
  2. To establish the pricing score, each responsive bid will be prorated against the lowest evaluated price and the ratio of ___% (insert percentage for price) as follows: lowest evaluated price / bid price multiplied by the ratio of ___ (insert percentage value for price).
  3. The IBP merit score for each criterion will be determined as follows: The total number of points obtained for that criterion / maximum number of points available for that criterion multiplied by the percentage ratio applicable for that criterion.
  4. The total IBP merit score is the combined sum total of all individual IBP merit scores.

(Insert applicable options from the list below. Contract Authorities (CAs) must ensure that percentages are in accordance with the Nunavut Directive)

  1. Inuit Employment ___% (insert percentage for Inuit Employment)
  2. Inuit Training and Skills Development ___% (insert percentage for Inuit Training and Skills Development)
  3. Inuit Ownership (Contractor and subcontractors) ___% (insert percentage for Inuit Ownership (Contractors and subcontractors))
  4. Location in the Nunavut Settlement Area (NSA) ___% (insert percentage for location in the Nunavut Settlement Area (NSA))
  1. For each responsive bid, the total IBP merit score, (If applicable, insert “the technical merit score,”) and the pricing score will be added to determine its combined rating.
  2. Neither the responsive bid obtaining the highest technical score nor the one with the lowest evaluated price will necessarily be accepted. The responsive bid with the highest combined rating of total IBP merit score, (if applicable, insert “technical merit score,”) and pricing score will be recommended for award of a contract. In the case of a tie, the bid with the lower price will be selected.

(Insert the applicable option below, based on whether technical criteria will be point rated)

Option 1

The table below illustrates an example where all three bids are responsive and the selection of the contractor is determined by a 35/40/25 ratio of total IBP merit score, technical merit score, and pricing score, respectively. In the example below, Inuit employment is weighted at 10%, Inuit Training and Skills Development is weighted at 10%, Inuit Ownership (Contractor and subcontractors) is weighted at 10%, and Location in the Nunavut Settlement Area (NSA) is 5%. Note that this is for illustrative purposes only and the values for the present solicitation may differ.

Table 1: Example: Basis of Selection - Highest Combined Rating of Total IBP Merit (35%), Technical Merit (40%), and Price (25%).
  Bidder 1 Bidder 2 Bidder 3
Overall Technical Score 90/100 85/100 95/100
Bid Evaluated Price $16,000 $17,000 $20,000
Inuit Benefits Plan  Inuit Employment Score 31.75/40 32.75/40 33.75/40
Inuit Training Score 5/15 10/15 15/15
Inuit Ownership Score 15/40 35/40 25/40
Location in NSA Score 10/10 10/10 10/10
Calculations: Technical Merit & Price Technical Merit Score 90/100 x 40 = 36 85/100 x 40 = 34 95/100 x 40 = 38
Pricing Score 16/16 x 25 = 25 16/17 x 25 = 23.53 16/20 x 25 = 20
Calculations: Total IBP Merit Score Inuit Employment Merit Score 31.75/40 x 10 = 7.94 32.75/40 x 10 = 8.19 33.75/40 x 10 = 8.44
Inuit Training Merit Score 5/15 x 10 = 3.33 10/15 x 10 = 6.67 15/15 x 10 = 10
Inuit Ownership Merit Score 15/40 x 10 = 3.75 35/40 x 10 = 8.75 25/40 x 10 = 6.25
Location in NSA Merit Score 10/10 x 5 = 5 10/10 x 5 = 5 10/10 x 5 = 5
Combined Rating 81.02 86.14 87.69
Overall Rating 3rd 2nd 1st

Or

Option 2

The table below illustrates an example where all three bids are responsive and the selection of the contractor is determined by a 35/65 ratio of total IBP merit score and pricing score, respectively. In the example below, Inuit employment is weighted at 10%, Inuit Training and Skills Development is weighted at 10%, Inuit Ownership (Contractor and subcontractors) is weighted at 10%, and Location in the Nunavut Settlement Area (NSA) is 5%. Note that this is for illustrative purposes only and the values for the present solicitation may differ.

Table 2: Example: Basis of Selection - Highest Combined Rating of Total IBP Merit (35%) and Price (65%).
  Bidder 1 Bidder 2 Bidder 3
Overall Technical Score 90/100 85/100 95/100
Bid Evaluated Price $16,000 $17,000 $20,000
Inuit Benefits Plan  Inuit Employment Score 31.75/40 32.75/40 33.75/40
Inuit Training Score 5/15 10/15 15/15
Inuit Ownership Score 15/40 35/40 25/40
Location in NSA Score 10/10 10/10 10/10
Calculations: Price Pricing Score 16/16 x 65 =65 16/17 x 65 = 61.18 16/20 x 65 = 52
Calculations: Total IBP Merit Score Inuit Employment Merit Score 31.75/40 x 10 = 7.94 32.75/40 x 10 = 8.19 33.75/40 x 10 = 8.44
Inuit Training Merit Score 5/15 x 10 = 3.33 10/15 x 10 = 6.67 15/15 x 10 = 10
Inuit Ownership Merit Score 15/40 x 10 = 3.75 35/40 x 10 = 8.75 25/40 x 10 = 6.25
Location in NSA Merit Score 10/10 x 5 = 5 10/10 x 5 = 5 10/10 x 5 = 5
Combined Rating 85.02 89.79 81.69
Overall Rating 2nd 1st 3rd