Title Sujet: MDM Professional Services Solicitation No. Nº de l invitation Date: 1000313802_A August 13, 2013



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RETURN BID TO/ RETOURNER LES SOUMISSIONS À : Canada Border Services Agency Cheque Distribution and Bids Receiving Area 473 Albert Street, 6 th floor Ottawa, ON K1A 0L8 Facsimile No: (613) 941-7658 Bid Receiving Unit is open from Monday to Friday inclusively, between the hours of 08:30am to 11:30am excluding Statutory Holidays. Agence des services frontaliers du Canada Secteur de distributions des chèques et de réception des soumissions 473 Albert Street, 6th floor Ottawa, ON K1A 0L8 No de télécopieur: (613) 941-7658 La Réception des soumissions est ouverte du lundi au vendredi inclusivement, entre les heures de 8h30 à 11h30, l exclusion des jours fériés Request for Proposal Demande de proposition Proposal to: Canada Border Services Agency (CBSA) We hereby offer to sell to Her Majesty the Queen in right of Canada, in accordance with the terms and conditions set out herein, referred to herein or attached hereto, the goods, services, and construction listed herein and on any attached sheets at the price(s) set out therefor. Proposition à: l Agence des services frontaliers du Canada (ASFC) Nous offrons par la présente de vendre à Sa Majesté la Reine du chef du Canada, aux conditions énoncées ou incluses par référence dans la présente et aux appendices ci-jointes, les biens, services et construction énumérés ici sur toute feuille ci-annexée, au(x) prix indiqué(s). Comments Commentaires : THIS DOCUMENT CONTAINS A SECURITY REQUIREMENT LE PRÉSENT DOCUMENT COMPORTE UNE EXIGENCE EN MATIÈRE DE SÉCURITÉ Title Sujet: MDM Professional Services Solicitation No. Nº de l invitation Date: 1000313802_A August 13, 2013 Solicitation Closes L invitation prend fin Time Zone Fuseau horaire At /à: 11:00 AM (hours/heures) EST(Eastern Standard Time) / HNE (heure normale de l Est) On / le : September 3, 2013 EDT(Eastern Daylight Saving Time) / HAE (heure avancée de l Est) Amendment Modification 003 Address Enquiries to Adresser toutes questions à: Keith Mulligan Telephone No. No de téléphone: FAX No. No de télécopieur : 613-952-6002 613-954-0155 Destination - of Goods and or Services: Destination des biens et ou services : Canada Border Services Agency (CBSA) Agence des services frontaliers du Canada (ASFC) Instructions: See Herein Voir aux présentes Delivery Required Livraison Delivery Offered Livraison proposée exigée See herein voir aux présentes Vendor/Firm Name and Address Raison sociale et adresse du fournisseur/de l entrepreneur: Issuing Office Bureau de distribution Canada Border Services Agency Agence des services frontaliers du Canada 473 Albert Street 473 avenue Albert 8th Floor Ottawa ON K1A 0L8 Telephone No. No de téléphone: FAX No. No de télécopieur : Name and title of person authorized to sign on behalf of Vendor/Firm (type or print) Nom et titre de la personne autorisée à signer au nom du fournisseur/de l entrepreneur (taper ou écrire en caractères d imprimerie) Signature Date 1

AMENDMENT # 003 Question and Answer : Q3. IBM InfoSphere MDM Enterprise 10.1 includes three offerings: InfoSphere Master Data Management Server, Initiate Master Data Service, and InfoSphere Master Data Management Collaboration Server. The Probabilistic Matching Engine (PME) is a subset of the Initiate Master Data Service only. Please confirm that where the RFP requirements for corporate/personnel experience make reference to "IBM InfoSphere MDM Server" respondents should interpret the requirement as either "IBM InfoSphere MDM including the Initiate Master Data service" or the legacy "Initiate MDM" prior to being acquired by IBM. A3. "IBM InfoSphere MDM Server" is referring to the "IBM InfoSphere MDM including the embedded Probabilistic Matching Engine (PME). Also, please see amendment #1. Amend: 1. Annex A - Statement of Work, Section 1 Objective Infosphere Enterprise 10 product line in a complex organizational and technical environment. These services will be provided on an as and when requested basis. Infosphere Master Data Management Server Advanced Edition product line in a complex organizational and technical environment. These services will be provided on an as and when requested basis by Canada using a Task Authorization process (TA). 2. Annex A - Statement of Work, Section 3 Scope of the Work Overview The scope for this RFP primarily includes the provision of specialized technical resources with indepth MDM knowledge and experience for the deployment, configuration, integration and support of the IBM Infosphere MDM Enterprise Advanced tools within CBSA/Shared Services Canada infrastructure. Infosphere Master Data Management Server Advanced Edition product line in a complex organizational and technical environment. These services will be provided on an as and when requested basis. 3. Annex A - Statement of Work, Section 7 Technical Environment 2

IBM Infosphere MDM Enterprise 10.1 a. IBM Infosphere MDM Server including Probabilistic Matching Engine (PME) b. IBM Infosphere MDM Reference Data Hub 10.1 c. IBM Business Process Manager 8 WebSphere Application Server Network Deployment 8 running on Solaris. IBM Infosphere MDM Advanced Edition 10.1 a. IBM Infosphere MDM Server including Probabilistic Matching Engine (PME) that is embedded within the Advanced Edition 10.0 and 10.1 b. IBM Infosphere MDM Reference Data Hub 10.1 c. IBM Business Process Manager 8 WebSphere Application Server Network Deployment 8 running on Linux. 4. Annex D - Evaluation Criteria M2.1 The proposed resource must have minimum 24 months hands-on experience in an MDM Solutions Developer role (performing activities similar to those described in Section 5.2 of the Statement of Work) for 2 or more IBM InfoSphere MDM Server implementation projects which included all the following: a) Implementation of the IBM InfoSphere MDM Party Organization and Party Individual domains b) Deployment, tuning and use of the Probabilistic Matching Engine (PME) c) Implementation of a synchronization solution between the MDM Server and 1+ business system containing MDM source data. 3

M2.1 The proposed resource must have minimum 24 months hands-on experience in an MDM Solutions Developer role (performing activities similar to those described in Section 5.2 of the Statement of Work) for 2 or more IBM InfoSphere MDM Server implementation projects which included all the following: a) Implementation of the IBM InfoSphere MDM Party Organization and Party Individual domains b) Implementation of a synchronization solution between the MDM Server and 1+ business system containing MDM source data. 5. Add the following additional requirement: M2.5 The proposed resource must have minimum 24 months hands-on experience in the deployment, tuning and use of the Probabilistic Matching Engine (PME). For the purposes of this requirement only, the PME experience may have been for PME as component of IBM InfoSphere MDM implementation or for the legacy "Initiate MDM" prior to being acquired by IBM. 6. Add the following to: PART 7 - RESULTING CONTRACT CLAUSES 22. Limitation of Liability - Information Management/Information Technology (NOOOOC 2013-04-35) 3. Third Party Claims: a. Regardless of whether a third party makes its claim against Canada or the Contractor, each Party agrees that it is liable for any damages that it causes to any third party in connection with the Contract as set out in a settlement agreement or as finally determined by a court of competent jurisdiction, where the court determines that the Parties are jointly and severally liable or that one Party is solely and directly liable to the third party. The amount of the liability will be the amount set out in the settlement agreement or determined by the court to have been the Party's portion of the damages to the third party. No settlement agreement is binding on a Party unless its authorized representative has approved the agreement in writing. b. If Canada is required, as a result of joint and several liability, to pay a third party in respect of damages caused by the Contractor, the Contractor must reimburse Canada by the amount finally determined by a court of competent jurisdiction to be the Contractor's portion of the damages to the third party. However, despite paragraph (a), with respect to special, indirect, and consequential damages of third parties covered by this section, the Contractor is only liable for reimbursing Canada for the Contractor's portion of those damages that Canada is required by a court to pay to a third party as a result of joint and several liability that relate to the infringement of a third party's intellectual property rights; physical injury of a third party, including death; damages affecting a third party's real or tangible personal property; liens or encumbrances on any portion of the Work; or breach of confidentiality. 4

c. The Parties are only liable to one another for damages to third parties to the extent described in this paragraph 3. 7. Annex D section 6.2 Delete R36.6 Insert R6.6 5