Professional Services National Procurement Strategy

Presentation toCanadian Institute for Procurement and Material Management

Vincent Robitaille PMP CFA MBA Matthew HenrySenior Director 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

3

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.

National Strategy

Strategy Elements Benefits for Client Departments & Suppliers

• Common business rules

• Single governance

• Single training

• Support for statements of work and evaluation criteria

• Single e-portal

• Create a predictable environment

• Improve clarity and consistency

• Make knowledge transferable

• Reduce efforts and simplify contracting process

• Improve usability and reduce reporting burden

4

Common Business Rules(Supply Arrangement)

* NAFTA threshold: currently $78.5k** Departmental Authority: As per TB Contracting Policy (usually $2M)

Up to $25k From $25k to $78.5k* From $78.5k* to $2M**

Over $2M**

Previous Various business rules Competition using different business rules

Competition using different business

rules

Contracting by PWGSC

New

According to Government Contracts Regulations

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

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 (ProServices) that creates a level playing field for SMEs up to NAFTA

6

Implementation Update

7

Implementation PlanDelivering on key commitments

HarmonizedHarmonized Training March 2013

SOW Support Spring 2013

Support for Evaluation Criteria Spring 2013

All MOS Harmonized Early Winter 2013/2014

Common ePortal 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

Harmonized

PASS SA NOW

Learning Services NOW

TBIPS Late Summer 2013

TSPS Early Fall 2013

ProServices Early Winter 2014

11

•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

SOW / Evaluation Criteria Support

• Sample on GCPedia http://www.gcpedia.gc.ca/gcwiki/index.php?title=User:Keeton.Wilcock/Sandbox11&setlang=en&uselang=en

• Starting with TSPS categories

• Looking for your feedback on approach

12

MOS Harmonization / CPSS Portal

13

Implementation PlanBusiness Rules are Harmonized

Harmonized

Professional Audit Support Services (PASS)- PASS currently provides an On-Going Opportunity for Qualification- provides access to Suppliers for various Audit Services

Harmonized as of Spring 2012

Learning Services (LS)- LS currently provides an On-Going Opportunity for Qualification- provides access to Suppliers to design, develop and deliver government owned training via classroom, eLearning, or blended Learning

Harmonized as of August 20, 2012

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

Harmonized

Technical Engineering and Maintenance Services (TEMS SA)- TEMS currently provides an On-Going Opportunity for Qualification- provides access to Suppliers who provide Engineering, Technical Support, Telecommunication, and Clothing & Textile Services

Winter 2012/2013

Will be added to CPSS via migration to TSPS and TBIPS

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

Solicitation: Winter 2012/2013 (currently on MERX)

Anticipated Issuance of new SO & SA: Late Summer 2013

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

Request for Information Consultation: Winter 2012/2013

Anticipated Solicitation: Spring 2013Anticipated Issuance of new Standing Offers &

Supply Arrangements:Fall 2013

15

Implementation Plan

Harmonized

ProServices-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

1st wave Consultations: Summer 2012Release of Draft Solicitation:

February 2013

Anticipated Solicitation: Spring 2013Anticipated migration to the CPSS ePortal and

issuance of new Supply Arrangements: Early Winter 2013/2014

Learning Services (LS)-the next renewal of Learning Services is anticipated for Summer 2013

Anticipated Solicitation: Summer 2013Anticipated Issuance of new Standing Offers &

Supply Arrangements: Fall 2013

Solutions Based Informatics Professional Services (SBIPS)- provides access to Suppliers who provide IT Solution Services

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

22

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

23

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: ServicesProfessionnels.ProfessionalServices@tpsgc-pwgsc.gc.ca

Discussion

24