[9988] in Commercialization & Privatization of the Internet
CANARIE Inc. RFP
daemon@ATHENA.MIT.EDU (Rod Anderson)
Tue Feb 1 16:54:18 1994
From: wcsrda@ccs.carleton.ca (Rod Anderson)
To: com-priv@psi.com
Date: Tue, 1 Feb 94 16:50:54 EST
The following RFP is directed at Canadian organizations.
________________________
DEMANDE DE PROPOSITION
CANARIE Inc.
Comite sur les produits et les services du reseau operationnel
Le 1er fevrier 1994
1.0 Introduction
CANARIE Inc. invite les propositions visant les categories de
financement suivantes, conformement a l'Annexe A "Enonce de travail"
et a l'Annexe B "Structure de la reponse du soumissionnaire", pour le
reseau operationnel canadien existant. Les projets couronnes de
succes seront subventionnes conformement a l'Annexe C "Memoire sur
l'etablissement des couts" jusqu'au 31 mars 1995.
CANARIE Inc. est un organisme sans but lucratif qui subventionne,
entre autres, les projets visant a ameliorer les capacites
d'utilisation du reseau operationnel canadien, de CA*net et des
reseaux regionaux connexes utilises par l'industrie et les
etablissements d'enseignement et de recherche du Canada.
Le Comite sur les produits et les services du reseau operationnel
(CPSRO) de Canarie Inc. a etabli comme priorite de financement le
developpement de capacites permettant de faciliter l'acces, la
presentation et l'echange d'information sur le reseau operationnel.
Les projets visant l'amelioration de l'acces aux utilisateurs eloignes
physiquement de centres possedant deja un acces aise au reseau
operationnel pourraient etre choisis en premier.
Deux categories generales ont ete priorisees : la capacite de fournir
de l'information et le developpement de produits pour la presentation
et l'interaction de l'information.
Capacite de fournir de l'information
Pour les sous-categories d'information suivantes, CANARIE Inc.
fournira une aide financiere pour le developpement et de la mise en
oeuvre d'une capacite de fournisseur d'information. Il est a noter
que CANARIE Inc. ne financera pas necessairement des projets ayant
trait a toutes ces categories et que les representants de CANARIE Inc.
considereront les projets de fourniture d'information qui pourraient
ne pas correspondre exactement aux sous-categories indiquees.
Information culturelle
Information sur l'education/administration scolaire
Information sans but lucratif
Information commerciale
Developpement de produits pour la presentation/interaction de
l'information
CANARIE Inc. facilitera le developpement de produits qui ameliorent
l'acces de l'utilisateur al'information disponible sur le reseau
operationnel et l'interaction de cet utilisateur.
1.1 Structure de la reponse du soumissionnaire
La presente demande de proposition exige que la reponse du
soumissionnaire respecte la structure indiquee a l'Annexe B, y compris
la sequence, la numerotation et les titres des sections.
1.2. Date limite
Il est imperatif que les soumissionnaires soumettent leur proposition
ecrite a :
CANARIE Inc.
410, avenue Laurier ouest
Bureau 1120
Ottawa (Ontario)
K1P 6H5
A l'attention de : ONPS RFP Review
Les propositions devront etre re
ues a l'adresse ci-dessus pas plus tard que le mardi 22 fevrier, 1994
a 15h00.
En plus de la reponse ecrite obligatoire, des reponses peuvent etre
soumises EN OPTION par courrier electronique a wcsrda@ccs.carleton.ca
1.3 Date de la decision
CANARIE Inc. laissera savoir, avant le 18 mars 1994, aux demandeurs si
leur projet seront finances ou non.
1.4 Les questions relatives a l demande de proposition
Les questions visant la demande de proposition peuvent etre envoyees a
M. Rod Anderson a :
wcsrda@ccs.carleton.ca
ou
par telecopieur au (613) 722-1921
Aucune question ne sera acceptee apres le 15 fevrier 1994.
2.0 Decision finale de CANARIE Inc.
La decision de CANARIE Inc. de fournir ou de ne pas fournir un
financement a un demandeur dans le cadre de la presente demande de
proposition est finale.
3.0 Financement du developpement des produits et des services du
reseau operationnel
Le financement sera offert, sous les auspices du Comite sur les
produits et les services du reseau operationnel de CANARIE Inc., pour
le montant moindre des deux montants suivants : les couts eligibles
des projets identifies a l'Annexe A "Enonce de travail" determines
conformement au memoire sur l'etablissement des couts ci-joint en tant
qu'Annexe C "Memoire sur l'etablissement des couts" ou 800 000
dollars.
REQUEST FOR PROPOSAL
CANARIE Inc.
Operational Network Products / Services
February 1, 1994
1.0 Introduction
CANARIE Inc. invites proposals from Canadian organizations relating to
the following funding categories, as detailed in Appendix A,
"Statement of Work", and Appendix B, "Format of Bidder's Response",
for the existing Canadian operational network. Successful projects
will receive funding in accordance with Appendix C "Eligible Costs",
through to March 31, 1995.
CANARIE Inc. is a not for profit corporation providing funding for,
amongst others, projects relating to enhancing the use ability of the
Canadian operational network (CA*net and the associated regional
networks) for the research, industry, and education communities in
Canada.
The CANARIE Inc. Operational Network Product / Services (ONPS)
Committee has identified as a funding priority the development of
capabilities to facilitate the Access, Presentation, and Exchange of
Information on the operational network. Projects relating to
improving access to users geographically distant from centres with
readily available operational network access may be given priority.
Two general categories have been prioritized: Information Provider
Capability and Information Presentation / Interaction Product
Development. Projects may overlap the two general categories.
Information Provider Capability
For the following information sub-categories, CANARIE Inc. will
provide funding in support of developing and implementing an
information provider capability. Note that CANARIE Inc. will not
necessarily fund projects relating to all of these categories and that
CANARIE Inc. will consider information provider projects which may not
readily fit into any of the identified categories.
Cultural Information
Educational / Education Administration Information
Not-For-Profit Information
Commercial Information
Information Presentation / Interaction Product Development
CANARIE Inc. will assist with the development of products which
enhance user access to and/or interaction with information available
on the operational network.
1.1 Format of Bidder's Response
It is a mandatory requirement of this RFP that the bidder's response
follow the format outline in Appendix B, including sequence, section
numbering and section titles.
1.2 Closing
It is mandatory that bidders submit written proposals to:
CANARIE Inc.
410 Laurier Ave. W., Suite 1120
Ottawa, Ont.
K1P 6H5
Attention: ONPS RFP Review
Proposals must be received at the above address no later than 3:00 PM
on Tuesday February 22, 1994.
In addition to the mandatory written response, electronic responses
may OPTIONALLY be submitted by e-mail to wcsrda@ccs.carleton.ca
1.3 Decision Advisement Date
CANARIE Inc. will advise applicants of the decision to provide or not
provide funding by March 18, 1994.
1.4 RFP Questions
Questions relating to the RFP must be directed to Mr. Rod Anderson at:
wcsrda@ccs.carleton.ca
or
Fax: (613) 722-1921
No questions will be accepted after February 15, 1994.
2.0 CANARIE Inc. Decision Final
The decision of CANARIE Inc. to award or not award funding to an
applicant under this Request for Proposal is final.
3.0 Operational Network Product / Service Development Funding
Under the auspices of the CANARIE Inc. Operational Network Product /
Services Committee, funding will be made available for the lesser of
eligible costs of projects identified in Appendix A, "Statement of
Work" as determined in accordance with the costing memorandum attached
hereto as Appendix B, "Costing Memorandum", and $800,000.
4.0 Clauses to be Incorporated Resultant Contract(s)
4.1 Contract Termination Date
The obligation of CANARIE Inc. to contribute shall terminate on March
31, 1995.
4.2 Interoperability with Operational Network
It is a condition of CANARIE Inc. that the development of information
technologies which are not supportable on or interoperable with the
operational network (CA*net and the associated regional networks) will
not be eligible for support.
4.3 Intellectual Property
Legal title to any Intellectual Property (including any technologies,
data, patents or inventions) which may be created, generated or
produced during or as a result of the performance of Projects under
the Operational Network Sub-Projects is to be vested with CANARIE Inc.
unless otherwise negotiated with CANARIE Inc.
Successful applicants may enter negotiations with CANARIE Inc. to
secure licensing agreements.
4.4 Transfer of Intellectual Property
CANARIE Inc. recognizes and encourages the non-confidential
publication of research results from activities which are funded in
whole or in part by CANARIE Inc.. The non-confidential publication of
such results shall be permitted six (6) months after the results have
been made available to Members on a confidential basis, and upon
approval by CANARIE Inc.
4.5 CANARIE Recognition
Any publication arising from projects funded in whole or in part by
CANARIE Inc. shall cite CANARIE Inc. as a source of funding and
support for the project.
Appendix A - Statement of Work
The following statement of work provides a general description of work
to be carried out relating to the development of new products and
services as applicable to the operational network.
The CANARIE Inc. Operational Network Product / Services (ONPS)
Committee has identified as a funding priority the development of
capabilities to facilitate the Access, Presentation, and Exchange of
Information on the operational network. Projects relating to
improving access to users geographically distant from centres with
readily available operational network access may be given priority.
Two general categories have been prioritized: Information Provider
Capability and Information Presentation / Interaction Product
Development. Projects may overlap the two general categories.
The numbering system used here in the Statement of Work shall be
followed in the bidder's response. (See Also Appendix B - Response
Format)
2.0 Information Provider Capability
For the following information sub-categories, CANARIE Inc. will
provide funding in support of developing and implementing an
information provider capability. Note that CANARIE Inc. will not
necessarily fund projects relating to all of these categories and that
CANARIE Inc. will consider information provider projects which may not
readily fit into any of the identified categories.
Cultural Information
Educational / Education Administration Information
Not-For-Profit Information
Commercial Information
Applicants must provide a project plan including:
2.1 Project Manager (Submit Resume)
2.2 Topic / Nature of Information
2.3 Intended audience with projected number of users
2.4 Value and uniqueness of information to intended audience in
particular and operational network community in general
2.5 Expected volume / quantity of information to be made
accessible
2.6 Mechanism(s) through which users will access / update the
information including planned user interface(s)
2.7 Mechanism(s) through which the information will be made
available on the network
2.8 Current format(s) the information is in (eg. text on paper,
graphics on paper , audio tape, etc.)
2.9 Source location(s) of the information (single site,
multi-site / distributed)
2.10 Hardware required (types and quantities)
2.11 Software required (types and quantities)
2.12 Communications services required (type, hardware/software,
related costs)
2.13 Project Milestones
Schedule
Final Report to CANARIE Inc. including statement of benefits realized
by intended audience in particular and operational network community
in general.
2.14 Estimated person days required to complete project.
Itemize on a per person basis and provide total.
2.15 Strategy for continuing support after March 31, 1995
3.0 Information Presentation / Interaction Product Development
CANARIE Inc. will assist with the development of products which
enhance user access to and/or interaction with information available
on the operational network.
The applicant must provide:
3.1 Project Manager (Submit Resume)
3.2 Primary developer(s) (Resume(s) - if different from Project
Manager)
3.3 Product Functional Description
3.4 Target market with projected unit volumes
3.5 Value and uniqueness of product to intended users in
particular and operational network community in general
3.6 State whether a formal market feasibility study has been
completed.
3.7 User interface standards supported by product
3.8 Operating system(s) supported by product
3.9 Communications protocol services supported by product
3.10 Description of how CANARIE funding will be used to assist
development (hardware, development tools, programmer time, testing
time, etc.)
3.11 Other similar products, if any, offered by company
3.12 Project Milestones
Planned release date(s)
Final Report to CANARIE Inc. including statement of benefits
realized by operational network community.
3.13 Estimated person days required to complete project.
Itemize on a per person basis and provide total.
3.14 Describe planned marketing and sales channels. Does the
company have demonstrated successful experience with marketing and
sales channels.
3.15 Strategy for continuing product support after March 31, 1995
Appendix B - Response Format
It is a mandatory requirement of this RFP that the bidder's response
provide the requested information and follow the format below ,
including title page, sequence, section numbering and section titles.
If deemed by bidder to be not applicable, include the section number,
heading, and enter N/A.
Title Page
Operating Name of Applicant Organization
Project Title
CANARIE Inc. Funding Required: $_________
Brief Summary of Project (limit to a few sentences)
Contact Person Name
Telephone Number
Facsimile Number
Internet e-mail (If applicable)
Canada Post Address
Name of Authorizing Official:
Signature of Authorizing Official: ____________________
Date Submitted to CANARIE Inc: _________
1.0 Bidder Information
1.1 Legal Name of the Applicant
1.2 Operating Name if Different than 1.1
1.3 Postal Address
1.4 Name, title, telephone number, facsimile number, and
Internet e-mail address (if applicable) of contact person
1.5 Form of Organization
Corporation
Partnership
Sole Proprietorship
Institution
Not For Profit Organization
Other (Specify)
1.6 Ownership
% Canadian
% Other (specify)
State if a subsidiary of a foreign held corporation and provide legal
name of the foreign parent company.
1.7 Average employment in Canada over previous 12 months
1.8 Describe history and nature of organization (briefly)
1.9 Financial Statements
Bidder shall be prepared to provide previous year fiscal statements
upon request
1.10 Other Financial Assistance - Similar Projects
Provide details, including source, amount of funding, and project
description for any funding received during the previous five years
from Federal, Provincial, or Municipal governments for projects of a
similar nature.
1.11 Other Financial Assistance - Project for which CANARIE Inc.
funding is being applied for.
Provide details, including source, amount of funding, and project
description for any funding received during the previous five years
from Federal, Provincial, or Municipal governments for the project for
which CANARIE Inc. funding is being applied for.
1.12 Start Date and End Date of Project
Period for which funding is required (if different).
1.13 Summary Table of Estimated Project Costs ($) (Refer to
Appendix C)
Salaries
Technical/Scientific/Engineering
Management/Administrative
Materials & Components
Equipment Rentals
Travel
Training
Testing and Evaluation
Patent searches / filing
Subcontracts / Consulting
Other (specify)
Total Costs
(Bidder shall be prepared to provide substantiating details upon
request)
1.14 Summary Table of Project Financing
Requested CANARIE Assistance
Other funding assistance (itemize)
Operating Budget / Capital
Loans
Other (specify)
Total Financing (must equal Total Costs under
1.13)
(Bidder shall be prepared to provide
substantiating details upon request)
1.15 Name and address of consultants
1.16 Name and address of participating companies
2.0 Information Provider Capability
As per Appendix A - Statement of Work
3.0 Information Presentation / Interaction Product Development
As per Appendix A - Statement of Work
4.0 Declaration of Applicant
The applicant represents and warrants that all information provided is
complete, true, and correct and furthermore that substantiating
details on costs and financing are available for immediate submission
to CANARIE Inc. upon request.
Name and Title of Authorized Official: ______________________________
Signature of Authorized Official: ______________________________
Signed at _______________ this ______ day of February, 1994.
Appendix C - Costing Memorandum
1. Direct Labour
1.1 Direct salaries and wages paid by the Lead Contractor to the
following groups are eligible at the rates shown in payroll documents:
Scientists, engineers, technicians, technical writers,
draughtsmen, laboratory and experimental shop labour, analysts,
programmers and technical personnel conducting the Sub-Project.
1.2 The salaries of management and administrative staff directly
attributable to a Sub-Project when qualified senior management work on
the Sub-Project, are eligible at a rate not greater than that of the
highest paid functional engineer or scientist in the company or
organization.
1.3 Time sheets or time logs for labour claimed should be
available for audit purposes.
1.4 Actual fringe benefits up to a maximum of 15% of eligible
direct labour costs may be added to the direct labour claim.
1.5 Labour costs may include payment made to universities to
release researchers from full or partial teaching responsibilities so
they can participate in an eligible CANARIE Sub-Project provided that
the salaries of such faculty are not part of any billing to CANARIE
Inc. In each Sub-Project, the maximum eligible cost is $25,000 a year
per researcher.
2. Overhead
2.1 Actual overhead costs will be eligible up to a maximum of
100% of eligible direct labour costs excluding fringe benefits for
Sub-Project work performed by corporations, and up to a maximum of 65%
of eligible direct labour costs excluding fringe benefits for work
performed by universities and colleges. Overhead costs applicable to
research centres will be negotiated for each Sub-Project.
3. Direct Materials
3.1 All materials and components needed to produce models,
prototypes, including the testing materials, referred to in the
Statement of Work are eligible.
3.2 Indirect materials are eligible to the extent they are
specifically identified in the approved Project Plan as described in
article 10.2 of the Agreement.
3.3 Where excess materials are required, the claim is to be
reduced accordingly.
4. Sub-Contractors and Consultants
4.1 If the Lead Contractor requires the services of consultants
to advance a Sub-Project, CANARIE Inc.'s prior approval in writing
must be obtained for consulting fees to the Lead Contractor which will
be $25,000 or more.
4.2 CANARIE Inc.'s prior approval in writing is also required
when foreign consultants or foreign sub-contractors are to be employed
during Sub-Projects.
5. Special Purpose Equipment
5.1 Special purpose equipment is equipment purchased primarily
for a Sub-Project, as identified in the Statement of Work, that will
have little or no continuing use after the work is completed. Special
purpose equipment includes test apparatus and computer facilities
(hardware and software).
5.2 If special purpose equipment, which was not previously
identified in the Business Plan, has to be acquired during the
project, its purchase must be approved in writing by CANARIE Inc.
prior to procurement when costs amount to $25,000 or more.
5.3 The cost of special purpose equipment required will not
exceed 25% of the total of all eligible Sub-Project costs.
5.4 Special equipment purchased from an Affiliate is to exclude
any overhead or re-evaluation. Depreciated cost, as determined in
accordance with generally accepted accounting principles, will be
acceptable for used special purpose equipment.
5.5 Where payments are made during a Sub-Project for equipment
purchased by means of a capital lease, the interest portion,
calculated in accordance with the CICA Handbook, is to be excluded.
5.6 At the end of a Sub-Project, the lesser of the residual
market value of the special purpose equipment or the contribution
towards that equipment, is recoverable by CANARIE Inc. unless it is
donated to a Canadian university or college, or was used at a Canadian
university or college participating in the Sub-Project, in which case
the equipment will become the property of the university or college
concerned. If a university or college resells the equipment within
five (5) years after the Sub-Project has ended or the transfer has
occurred, the lesser of the proceeds of the sale or the contribution
toward that equipment accrues to CANARIE Inc..
6. Testing Costs
6.1 Test and evaluation of prototypes, including Beta testing,
are eligible.
7. Training
7.1 Tuition fees and related costs for special training through
attendance of courses, conferences, seminars and similar events,
dealing with topics and subject matter directly related to the
Sub-Project and necessary to advance the research activities. This
type of eligible cost will not exceed $20,000 per Sub-Project.
8. Travel
8.1 Travel costs essential for the performance of a Sub-Project
or exploitation of the results are eligible as per approved Treasury
Board rates. The purpose of the trip and the company or persons
visited must be recorded on the claims.
9. Patents
9.1 Costs of patents and copyright searches and filing in
Canada, the United States or Mexico are eligible for property
developed in a Sub-Project.
9.2 Prior CANARIE Inc.'s approval in writing is needed for
patent costs outside of Canada, the United States or Mexico.
10. Rentals
10.1 Costs of renting equipment essential to a Sub-Project are
eligible.
10.2 If the equipment is supplied by a Member of CANARIE Inc.,
the amount charged would the normal commercial rate at which
comparable equipment is available less the company's or organization's
normal gross profit on rentals.
11. Audit Costs
11.1 Each Sub-Project will require audits by CANARIE Inc.'s
external auditor. The audit's costs as a result of requirements
imposed by CANARIE Inc. are eligible.
12. Other Costs
12.1 Costs toward defining or refining the specifications of the
technology, product or process under development or for assessing the
prospects of exploiting them commercially may be eligible if specified
in the Project Plan and incurred after the commencement date of the
Sub-Project. Such costs must not exceed 5% of the total eligible
costs.
13. In-Kind Expenditures
13.1 Generally, in-kind expenditures are not considered eligible
costs, however, under extraordinary circumstances the CANARIE Inc. may
consider the following goods and services as eligible in-kind
expenditures provided they do not exceed 10% of the total eligible
costs:
1) Donations of equipment and materials can be considered as
in-kind expenditures. They must be reasonable and will be calculated
on the basis of the lesser of fair market value or of the depreciated
book value in accordance with generally accepted accounting principles
of the donor. An accurate description of the donated equipment or
materials must be provided.
2) Donations of space necessary for the Lead Contractor or
another Participant to conduct the Sub-Project can be claimed as
in-kind expenditures, at a cost not exceeding the fair market value:
i.e. the cost per square foot for similar accommodation in the area.
3) Costs of shared utilities, maintenance of facilities,
computer services, rentals and insurance, based on usage, are
admissible as in-kind expenditures. They can be charged at actual
costs supported by appropriate evidence.
4) Sub-contracting or consulting fees are admissible as in-kind
expenditures if the sub-contractor or consultant is providing specific
services for a specific Sub-Project for which the Lead Contractor or a
Participant would otherwise have to pay. The claim must be
accompanied by documentation on the duties performed by the
sub-contractor or consultant. The fees charged as in-kind
expenditures must be reasonable and must not exceed market value.
5) The costs to the donor organization for salaries and fringe
benefits are eligible as in-kind expenditures at the highest rate
permitted for non-management personnel in the same, or most similar
category.
6) Actual and reasonable travel and accommodation costs
incurred while on business for the Sub-Project, and supported by
appropriate vouchers, are eligible as in-kind expenditures.
13.2 The following in-kind expenditures, under no circumstances,
will be considered eligible:
1) All remunerations or fees paid to the Board of Directors;
2) Training for staff listed on the payroll of the Lead
Contractors, Research Centres or Universities which is provided free
of charge to the employee and the aforementioned applicants, including
attendance at conferences and seminars;
3) Opportunity costs; and
4) Donations in the form of knowledge, goodwill and other such
intangibles.
14. General Non-Eligible Costs
14.1 The following costs are not eligible.
1) repairs and maintenance except repairs of special purpose
equipment acquired during the Sub-Project;
2) salaries and benefits of university faculty where the work
performed takes place on university premises;
3) other legal fees (unless they are directly associated with
drawing up research contracts);
4) other professional fees (unless they are directly associated
with the management of the Sub-Project with the exception of CANARIE
Inc. membership fees);
5) trade marks;
6) patents outside Canada, United States, or Mexico unless
prior approval in writing by the Department;
7) promotion and sales activity travel;
8) interest portion for equipment purchased by means of a
capital lease;
9) utilities;
10) user manuals except first drafts and essential technical
documentation;
11) administrative expenses;
12) federal and provincial income tax;
13) fines;
14) costs related to the prosecution of claims against the
government;
15) costs of equipment except as allowed in article 5 of this
memorandum;
16) land; and
17) buildings.
14.2 Costs incurred prior to the effective date of a
Sub-Agreement for a specific Sub-Project are not eligible.
