Human Capital and Training Solutions HCa TS Overview

Human Capital and Training Solutions (HCa. TS) Overview by: Jo-Ann Lee, HCa. TS Program Manager

AGENDA v HCa. TS Overview v HCa. TS Features v HCa. TS Scope v How To Use HCa. TS v HCa. TS Resources v Summary and Things to Remember HCa. TS

THE HCATS HCa. TS (Full and Open) HCa. TS SB (Small Business Set-aside) Two Multiple-Award IDIQ Contracts for All Federal Agencies GSA & OPM Partnership to deliver a superior Human Capital, Training & Development and Organizational Performance Improvement procurement solution

THE BENEFITS ü Long term planning for Comprehensive Customized Solution for Human Capital and Training Services (16 yrs with $11. 5 B) ü Supports program/mission-based needs & partnership with CHCO/CLO/HCM ü Focused on quality outcome & sustaining results via Community of Practice (Co. P) ü Strengthen requirements for more effective Human Capital Management (HCM) solutions

THE BENEFITS ü Best-in-Class Contractors in all socio-economic categories ü The most flexible strategic sourcing vehicle for customers ü Allows all contract types (hybrids) ü Strong Small Business Participation & Category Management Credit ü Free, optional advice on scope and HCM best practices from OPM ü Supports Civilian/Military, Classified, Non-appropriated Fund, CONUS/OCUNU

THE BENEFITS ü Undertake effective change management initiatives ü Develop effective metrics to assess progress in carrying out human capital strategies ü Benefits over agency-issued, stand alone contracts • • • Saves time, money, and agency resources Simpler due to fewer FAR requirements for task orders Mitigates protest risk compared to agency stand-alone contracts

HCATS FEATURES Ordering Period of 10. 5 Yrs : 5 -Yr Base , one 5 -Yr Option, 6 months extension. Pool 1 Max-Order: $3. 45 B, Size Standard: $11 M 611430 - Professional and Management Development Training 611699 - All Other Miscellaneous Schools and Instruction 624310 - Vocational Rehabilitation Services Pool 2 Max-Order: $2. 3 B, Size Standard: $15 M 541611 - Administrative Management and General Management Consulting Services 514612 - Human Resources Consulting Services 541613 - Marketing Consulting Services 541618 - Other Management Consulting Services 611710 - Educational Support Services

HCATS FEATURES HCa. TS • • • HCa. TS SB Pool 1 35 Contractors Small Businesses: 5 VOSB: 3 SDVOSB: 3 WOSB: 1 Pool 2 44 Contractors Small Businesses: 9 VOSB: 5 SDVOSB: 5 WOSB: 2 *Minimum goals of 50% for SB subcontracting Pool 1 • • • 10 Contractors 8(a): 1 VOSB: 3 SDVOSB: 3 WOSB: 2 , EDWOSB: 1 • • • 35 Contractors 8(a): 5 HUBZone: 2 VOSB: 10 SDVOSB: 9 WOSB: 6 Pool 2

THE SCOPE Three Key Service Areas (KSAs) KSA 1 Customized Training and Development Services KSA 2 Customized Human Capital Strategy Services KSA 3 Customized Organizational Performance Improvement Ancillary Services Other Direct Costs

THE SCOPE KSA 1 Customized Training: Customized Development Services: Example Requirement: Develop curriculum & provide training in-person/virtual courses, seminars, webinars, & workshops Design, develop, implement, & evaluate effectiveness for: leadership program, executive seminar series, coaching, supervisory training, & program for aspiring leaders

THE SCOPE KSA 2 Customized Human Capital Services: Covers broad range of human resources services: • Talent Management • Human Capital Management • Integrated Business Management • Change Management • Performance Management • Employee Value Proposition • Knowledge & Competency Management

THE SCOPE KSA 2 Customized Human Capital Services: Example Requirement #1: Conduct workforce analysis, construct a competency model, identify gaps based on the analysis & develop/ implement a plan to close the gaps Example Requirement #2: Create a comprehensive staffing plan based on mission & strategic goals, then create an action plan aligned with the staffing plan for each of the next five years, create a communications plan to support a staffing initiative, & evaluate the results with recommendations for improvement throughout the lifecycle of a human resources project

THE SCOPE KSA 3 Customized Organizational Performance Improvement: Covers changes in business processes that are inclusive of how people are organized, support tools, & management practices Example Requirement #1: Organizational transformations, Change management plan Example Requirement #2: Redesign of administration process, Recommendations for IT systems support, Support a new transition process with: curriculum development, learning aides, learning events, & evaluate the implementation & assess cost efficiency of a new process.

THE SCOPE • Scope can span one or more KSAs for total solution • Labor categories can be added • Ancillary Support can be added: – Services: Specialize Labor & SCA Labor – Products: Other Direct Costs (Material, Licenses, Equipment, Travel, etc. ) – Temporary staff augmentation capabilities to maximize government participation without affecting mission or service delivery (typically 12 months or less). Commercial/ Non-Commercial CONUS/ OCONUS Classified/ Unclassified Align with Human Capital Framework (5 CFR 250) and Fulfills goals of Category Management & GPRA Modernization Act of 2010

HOW TO USE HCATS: 1 - Direct-Buy Requesting Agency conducts acquisition processes & Contract administration *Must obtain a Delegation of Procurement Authority (DPA) *CAF Fee: 2% Fixed *GSA offerrs a Complementary Scope review 2 - Assisted Acquisition Services (AAS) OPM/GSA conduct acquisition services (Solicitation, pre/post award contract activities) & support services on behalf of Requesting Agency *CAF Fee: 2% Fixed + Additional AAS Fee based on Magnitute & Complexity

HOW TO USE HCATS: 1 - Direct-Buy • Ordering Contracting Officers obtains DPA certificate by attending a training (90 min) • OPM HC consultants provide advice in preparing the requirements to include: Scope/cost and small business advice, HCM best practices and policies, Performance measures/effectiveness of solutions • Requesting Agency procure and administer the Task Order

HOW TO USE HCATS: 2 - Assisted Acquisition Services (AAS) Acquisition Planning & Requirements Definition Develop Solicitation & Compete Requirements 1 -4 months (based on complexity & availability of agency SMEs) Evaluate Proposals & Award Task Order Manage Projects and Administer the Task Order 90 -120 days from receipt of complete acquisition package (based on complexity) Close out Over life of the project COR/PM services, financial management, close-out, audit support, reporting

HCATS RESOURCES Ø HCa. TS Website (https: //gsa. gov/hcats ) • • Contracts & Contractor Information HCa. TS DPA Training Request, Ordering Guide & Scope Review Request Ø Acquisition Gateway - Human Capital Hallway https: //hallways. cap. gsa. gov/app/#/gateway/human-capital • • Up to date resources on Human Capital Acquisition Category HCa. TS requirements library with sample Statements of Requirements (SOW/PWS/SOO) Ø GSA's e. Buy (www. ebuy. gsa. gov) • • Federal buyers can request for information/Quote/Proposals (RFI/RFQ/RFP) Highly encouraged to be used by Ordering offices for a fair opportunity process

SUMMARY • Provides for Innovative, Comprehensive, Customized Human Capital, Training & Development, and Organizational Performance Improvement Solutions • Agency direct purchasing (via DPA) & Assisted Acquisition options available • Exceptional client support • Flexible, easy-to-use IDIQ contract vehicles that reduce procurement lead times

SUMMARY • Well-vetted, best-in-class Contractors with broad, substantial experience • All contract types/hybrids allowed • Meet or exceed Small Business goals • Protest limitations • Strong Small Business Participation & Category Management Credit

Question? HCa. TS Program Website: gsa. gov/hcats HCa. TS SB CO: sbhcats@gsa. gov HCa. TS CO: hcats@gsa. gov Direct-Buy Acquisition: HCa. TSDirect@opm. gov Assisted Acquisition Services (AAS): TMAP@opm. gov