Human Capital and Training Solutions ( HCaTS )

1. Human Capital andTraining Solutions (HCaTS)

2. AGENDA • HCaTS Overview • HCaTS Features • HCaTS Scope • How To Use HCaTS • HCaTS Resources • Summary and Things to Remember HCaTS

3. The HCaTS • HCaTS • (Full and Open) • HCaTS 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

4. The Benefits • Long term planning for Comprehensive Customized Solution for Human Capital and Training Services (16 yrs with $11.5B) • Supports program/mission-based needs & partnership with CHCO/CLO/HCM • Focused on quality outcome & sustaining results via Community of Practice (CoP) • Strengthen requirements for more effective Human Capital Management (HCM) solutions

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

6. The Benefits • Undertake effective change management initiatives • Develop effective metrics to assess progress in carrying out human capital strategies • 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

7. HCaTSFeatures Ordering Period of 10.5 Yrs : 5-Yr Base , one 5-Yr Option, 6 months extension. Pool 1Max-Order: $3.45B, Size Standard: $11M Pool 2Max-Order: $2.3B, Size Standard: $15M 611430 - Professional and Management Development Training 611699 - All Other Miscellaneous Schools and Instruction 624310 - Vocational Rehabilitation Services 541611 - Administrative Management and General Management Consulting Services 514612- Human Resources Consulting Services 541613 - Marketing Consulting Services541618 - Other Management Consulting Services 611710 - Educational Support Services

8. HCaTS Contractors Layout HCaTS-SB40 Contractors HCaTS-U49 Contractors • 11 Contractors • 8(a): 2 • VOSB: 3 • SDVOSB: 3 • WOSB: 3, EDWOSB: 2 • 35 Contractors Pool 1 Pool 1 • 44 Contractors Pool 2 • 36 Contractors • 8(a): 7 • HUBZone: 2 • VOSB: 10 • SDVOSB: 9 • WOSB: 9, EDWOSB: 2 Pool 2 HCaTS Program: 126 Contracts 83 Contractors • *Minimum goals of 50% for SB subcontracting

9. The Scope Three Key Service Areas (KSAs) CustomizedTraining and Development Services CustomizedHuman Capital Strategy Services CustomizedOrganizational Performance Improvement KSA 1 KSA 2 KSA 3 Ancillary Services Other Direct Costs

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

11. 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

12. 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

13. The Scope CustomizedCustomized Organizational Performance Improvement: KSA 3 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.

14. 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 (5CFR 250) and Fulfills goals of Category Management & GPRA Modernization Act of 2010

15. How to Use HCaTS *CAF Fee: 2% Fixed + Additional AAS Fee based on Magnitute & Complexity *CAF Fee: 2% Fixed *GSA offers a Complimentary Scope review

16. How to Use HCaTS 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

17. How to Use HCaTS • Acquisition Planning & Requirements Definition • Develop Solicitation & Compete Requirements • Evaluate Proposals & Award Task Order • Manage Projects and Administer the Task Order Close out Over life of the projectCOR/PM services, financial management, close-out, audit support, reporting 90-120 days from receipt of complete acquisition package (based on complexity) 1-4 months (based on complexity & availability of agency SMEs)

18. HCaTSResources HCaTS Website Contracts & Contractor Information HCaTS DPA Training Request, Ordering Guide & Scope Review Request Acquisition Gateway - Human Capital Hallway Up to date resources on Human Capital Acquisition Category HCaTS requirements library with sample Statements of Requirements (SOW/PWS/SOO) GSA's eBuy Federal buyers can request for information/Quote/Proposals (RFI/RFQ/RFP) Highly encouraged to be used by Ordering offices for a fair opportunity process

19. 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

20. 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

21. QUESTIONS HCaTS Program Website HCaTS SB CO: sbhcats@gsa.gov HCaTS CO: hcats@gsa.gov Direct-BuyAcquisition: HCaTSDirect@opm.gov AssistedAcquisition Services (AAS): TMAP@opm.gov