Professional Services National Procurement Strategy Presentation to Canadian

Professional Services National Procurement Strategy Presentation to Canadian Institute for Procurement and Material Management Vincent Robitaille PMP CFA MBA Senior Director Matthew Henry Supply Team Leader Professional Services Procurement Directorate (PSPD) Services and Technology Acquisition Management Sector (STAMS) May 8, 2013

Objectives • Inform you on implementation plan, including changes that will affect your work in the coming months. • Inform you on the current training for users • Inform you on the future for Professional Services 2

The Case for Change • We invite 70 suppliers and get no bids. • We go through 15 rights of first refusal before issuing a contract. • We impose 7 sets of rules to the same supplier. • We can require up to 3 months to define a routine requirement. • We draft hundreds of nearly-identical documents with no automation. 3

National Strategy Benefits for Client Departments & Suppliers Strategy Elements • Common business rules • Create a predictable environment • Single governance • Improve clarity and consistency • Single training • Make knowledge transferable • Support for statements of work and evaluation criteria • Reduce efforts and simplify contracting process • Single e-portal • Improve usability and reduce reporting burden 4

Common Business Rules (Supply Arrangement) Previous Up to $25 k From $25 k to $78. 5 k* From $78. 5 k* to $2 M** Various business rules Competition using different business rules Over $2 M** Contracting by PWGSC According to Government Contracts Regulations New Departments decide # of bidders and # of days within existing supply arrangements Competition Minimum 15 bidders Minimum 15 days Contracting by PWGSC Directed contracts according to GCRs * NAFTA threshold: currently $78. 5 k ** Departmental Authority: As per TB Contracting Policy (usually $2 M) 5

Harmonized Business Rules (supply arrangements) • Financial evaluation at the Request for Proposal stage only – (no Ceiling Rates) • More frequent opportunity for qualify • Supply Arrangement (Pro. Services) that creates a level playing field for SMEs up to NAFTA 6

Implementation Update 7

Implementation Plan Delivering on key commitments Harmonized Training March 2013 Harmonized SOW Support Spring 2013 Support for Evaluation Criteria Spring 2013 All MOS Harmonized Early Winter 2013/2014 Common e. Portal Early Winter 2013/2014 Single Governance Early Winter 2013/2014 8

Harmonized Training 9

Harmonized Training • Modular training targeted to specific user groups – (Procurement Experts, Non-Procurement Purchasers, Technical Authorities) • Initial modules have been delivered as a Pilot (in English) • Online training will be available on DNDLearn and on a PWGSC Learning Management Systems in both Official Languages • Training is being developed in conjunction with PWGSC Subject Matter Experts, PWGSC Acquisitions Training Group, TBS, DND, PHAC & HC 10

Harmonized Training PASS SA NOW Learning Services NOW TBIPS TSPS Harmonized Pro. Services Late Summer 2013 Early Fall 2013 Early Winter 2014 • Harmonized Online training is available now on DNDLearn and PWGSC’s LMS • Users only have to take the applicable mandatory training once. • ALL Existing Users must complete the training by March 2014 in order to maintain their CPSS access More Information at: http: //www. tpsgc-pwgsc. gc. ca/app-acq/spc-cps/fel-ot-eng. html 11

SOW / Evaluation Criteria Support • Sample on GCPedia http: //www. gcpedia. gc. ca/gcwiki/index. php? title=User: Ke eton. Wilcock/Sandbox 11&setlang=en&uselang=en • Starting with TSPS categories • Looking for your feedback on approach 12

MOS Harmonization / CPSS Portal 13

Implementation Plan Business Rules are Harmonized Professional Audit Support Services (PASS) Harmonized as of Spring 2012 - PASS currently provides an On-Going Opportunity for Qualification - provides access to Suppliers for various Audit Services Harmonized Learning Services (LS) Harmonized as of August 20, 2012 - LS currently provides an On-Going Opportunity for Qualification - provides access to Suppliers to design, develop and deliver government owned training via classroom, e. Learning, or blended Learning Cyber Protection Supply Arrangement (CPSA) - provides access to Suppliers who provide various IT Security Services Harmonized as of Spring 2012 Will be added to CPSS via migration to TBIPS 14

Implementation Plan Technical Engineering and Maintenance Services (TEMS SA) Winter 2012/2013 - TEMS currently provides an On-Going Opportunity for Qualification - provides access to Suppliers who provide Engineering, Technical Support, Telecommunication, and Clothing & Textile Services Will be added to CPSS via migration to TSPS and TBIPS Harmonized Task-Based Informatics Professional Services (TBIPS) - provides access to Suppliers who provide various Informatics Professional Services - In addition the Cyber Protection Supply Arrangement (CPSA) and Stream 3 – Telecommunication Services of the Technical Engineering and Maintenance Services (TEMS SA) will be migrated to TBIPS Task and Solution Professional Services (TSPS) -it is currently anticipated that the remaining Streams in TEMS will be migrated to TSPS - provides access to Human Resources, Business / Change Management, Project Management, and Real Property Project Management Services Solicitation: Winter 2012/2013 (currently on MERX) Anticipated Issuance of new SO & SA: Late Summer 2013 Request for Information Consultation: Winter 2012/2013 Anticipated Solicitation: Spring 2013 Anticipated Issuance of new Standing Offers & Supply Arrangements: Fall 2013 15

Implementation Plan Pro. Services -This new Supply Arrangement will replace Professional Services Online (PS Online) - will provide access to Suppliers who provide the same services under TBIPS and TSPS but are below the NAFTA Threshold Harmonized Learning Services (LS) -the next renewal of Learning Services is anticipated for Summer 2013 Solutions Based Informatics Professional Services (SBIPS) - provides access to Suppliers who provide IT Solution Services 1 st wave Consultations: Summer 2012 Release of Draft Solicitation: February 2013 Anticipated Solicitation: Spring 2013 Anticipated migration to the CPSS e. Portal and issuance of new Supply Arrangements: Early Winter 2013/2014 Anticipated Solicitation: Summer 2013 Anticipated Issuance of new Standing Offers & Supply Arrangements: Fall 2013 Anticipated Solicitation: Fall 2013 Anticipated Issuance of new Supply Arrangements: Winter 2013 / 2014 16

Single Governance • Create Advisory Committee(s) made up of Clients and Industry • Need to determine: – – Membership requirements Regional input Number of Committees Frequency of meetings 17

Master Level User Agreements • Replacing Individual MOS User Agreements • Covers all Professional Services Methods of Supply issued by STAMS • Requires ADM (or ADM Level Equivalent) signature from Client • PWGSC Client Engagement will be working pro-actively with clients to have MLUAs signed by March 2014 • Clients may request a MLUA by contacting the TSPS team spts. tsps@tpsgc-pwgsc. gc. ca • More info at: http: //www. tpsgc-pwgsc. gc. ca/app-acq/spc-cps/cadres-master-eng. html 18

Future of Professional Services 19

Background • Professional Services are important to departments • PWGSC created procurement instruments to: • create pools of available Suppliers with professionals/expertise • make the process fair, open and transparent • Issues remain for client departments and Industry • The Professional Services National Procurement Strategy is aggressively reducing red tape and addressing key issues 20

Objectives • Making it easier to use our Instruments • Seamless experience when dealing with PWGSC • Market / Client Driven focus 21

Next Steps • Conduct an Options Analysis on “How best to manage our Methods of Supply” from an Organization Perspective (inc. MOS Management, Support, etc) • Change towards a more “Market Driven” / “Customer Driven” focus on our Offerings. We will investigate: – – – How we manage the Categories How we engage the Regions How best to provide support to Suppliers and Clients How to improve Vendor Performance How to leverage technology 22

Engagement Process • Clients may request meetings with PWGSC to discuss Implementation • Regular presentations at CAB • Meetings with Industry, including Trade Associations • Consultations with Client & Supplier Advisory Committee(s) • Feedback can be sent to: Services. Professionnels. Professional. Services@tpsgc-pwgsc. gc. ca 23

Discussion 24