Professional Services Procurement Presentation to Professional Services Trilateral

Professional Services Procurement Presentation to: Professional Services Trilateral Working Group Date: 1 March 2013

Background • Professional Services are important to departments • PWGSC created procurement instruments to: • create pools of available 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 2

Professional Services = $3. 1 B per year (approx 20% of Go. C Procurement) * Source: 2008 -09 Spend Cube excluding certain sub-commodities not covered by strategy 3

Procurement Responsibilities * Source: Public Accounts, Suppliers Report and Spend Cube 2008 -09 (estimate) 4

Professional Services 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 the contracting process • Single e-portal • Improve usability and reduce the reporting burden 5 5

Supplier Qualification and Bidding Process Method of Supply Qualification Supplier submits bid Evaluation • Security Receives SO and/or SA • Past Experience • Integrity (Code of Conduct) Individual Requirements SO SA Eligible Supplier(s) receive(s) an Availability Confirmation Form Submits CVs to Client Eligible Supplier(s) receive an RFP Submits Bid Receives Call-up Evaluation Receives Contract 6

Client Procurement Process (Decision Tree) Client determines if requirement is Professional Services or Temporary Help Services • Public Servant is temporally absent • Temporary workload increase Professional Services Determines if an SO or SA exists (common website) • Client can use SO vs. SA Decision Tree • Staffing action underway for a vacant position No Custom Procurement • Client Departmental Authority • PWGSC Yes Follow SO & SA process per National Strategy Client uses common templates, and forms developed by PWGSC Contract Awarded 7

Current Process with CPSS Solicitation Bid Evaluation SO / SA Issuance Supplier Enrolment Supplier Module Data Collection CPSS (Single e-portal) Evaluation Module Maintenance Module Search Supplier Reporting Call-up / Contract Issued Financial System Note: CPSS (Centralized Professional Services System is only used for large Methods of Supply Data Collection / Evaluation Module: Currently only being used for 3 large Methods of Supply 8

Issues and impact on Clients and Industry Impact on Client Departments Issues Impact on Industry Lack of Standardization • • Increased sourcing cost Increased risk of errors • • Increased bidding cost Creates incentive to be subcontractors Limited access to support tools • Limited access to best practices Less likely to obtain best value • Unpredictable requirements Restrictive requirements Little focus on usability • Increased administrative effort High reporting burden • • • Increased administrative effort High reporting burden 9

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 – Investigate reshaping our MOS Offerings (single vs. multiple, category definitions, evaluation criteria, etc) – Consulting Industry and Clients about what tools & support work best. – Increased collaboration with Regions (buy-in and participation) • Look at technology to assist with lower staffing levels – – Online Learning Digital Procurement (e-buy) Leveraging a platform similar to GSA Interact Revamping websites • Get Senior Management Support to have clients handle their own requirements • Improving Vendor Performance 10

NEXT STEPS: Delivering on key commitments Winter/Spring 2013 Implementation Plan • Standardized service delivery • Support tools for clients • Automation of routine activities • Greater speed and simplicity • Improved training Renewal of Task-Based Informatics professional services Renewal of Task and solutions professional services Spring 2013 Pro. Services E-Training Fall 2013 All Professional Services categories Harmonized 2014 -15 E-buy tools 11 11