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Professional Services National Procurement Strategy

Professional Services National Procurement Strategy. Presentation to Canadian Institute for Procurement and Material Management Vincent Robitaille PMP CFA MBA Matthew Henry Senior Director Supply Team Leader Professional Services Procurement Directorate (PSPD)

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Professional Services National Procurement Strategy

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

  2. 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.

  4. National Strategy 4

  5. Common Business Rules(Supply Arrangement) * NAFTA threshold: currently $78.5k ** Departmental Authority: As per TB Contracting Policy (usually $2M) 5

  6. 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

  7. Implementation Update 7

  8. Implementation PlanDelivering on key commitments Harmonized 8

  9. Harmonized Training 9

  10. 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

  11. Harmonized Training Harmonized • 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

  12. 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

  13. MOS Harmonization / CPSS Portal 13

  14. Implementation PlanBusiness Rules are Harmonized Harmonized 14

  15. Implementation Plan Harmonized 15

  16. Implementation Plan Harmonized 16

  17. 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

  18. 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

  19. Future of Professional Services 19

  20. 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

  21. 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 22

  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 23

  24. Discussion 24

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