PROFESSIONAL SERVICES SCHEDULE Initiatives Enhancing Efficiency - The Coalition for Government Procurement February 14, 2017

Streamlined Solicitation Concept An RFI will issue in FBO asking for comments to be returned to: streamlinepss@gsa.gov Article will post in Interact announcing RFI Proposed Solicitation Structure PART SECTION Table of Contents Cover Page 1 Significant Changes/Refresh # 2 Provisions (Vendor Instructions) and Evaluation Factors 3 List of Attachments

Recap of Proposed Requirements Section 1 - Significant Changes/Refresh # All changes to a solicitation refresh will be found in ONE location; All changes specific to a program (eg. new SINs, etc) will be found in one location New requirements (ie. TDR) will be found in one location Section 2 - Provisions (Vendor Instructions) and Evaluation Factors Clear and concise instructions outlining instructions for both, new offers and returning legacy partners Instructional provisions applicable to the services being solicited TDR/Non-TDR instructions specific to both, new offers and returning legacy offers

Recap of Proposed Requirements Benefits of Section 3 - Attachments: All attachments are located in one place and no longer dispersed throughout the solicitation All clauses are moved, in full text within one document for easier find All SINs will now be in one location as an attachment rather than buried within the body of a solicitation Required Attachments will include: Past Performance Questionnaire (if applicable) Pricing Template (PT) (For offerors not subject to TDR) Transactional Data Reporting (TDR) Pricing Template (TDRPT)

Recap of Proposed Requirements Benefits of Section 3 - Attachments continued: Attachments auto generated by the SWS - not required in Offeror submission Clauses Document SCLS Wage Determinations - Non-Standard SCLS Wage Determinations - Standard SF1449 Documents that will Require Industry Attention and Review include (but are not limited to): Special Item Number (SIN) Descriptions (this attachment (which is the legacy Part 1 Goods and Services section) will significantly reduce (by 50+ pages) the main solicitation document) Special Requirements associated with specific SINS such as: Special Item Number (SIN) 874-597 Terms and Conditions Special Item Number (SIN) Series Addendum

Streamlined Solicitation Upcoming Milestones February 2017 Present to Industry for review and feedback Industry will be given 30 days to review and comment via streamlinepss@gsa.gov March 2017 Address industry feedback via FBO Continue effort with the MAS Governance board to initiate concept across all MAS programs. April 2017 Prepare all internal process changes, guidance, etc and finalize Internal effort to prepare system for execution June 2017 Issue first streamlined solicitation Q3 is our target

Streamlined Solicitation Process POC All questions, comments, and feedback associated with this project (once formally issued for comment) should be forwarded to: streamlinepss@gsa.gov

IDENTITY PROTECTION SERVICES Current SIN Structure 520-16 Business Information Systems 520-17 Risk Assessment & Mitigation Services 520-18 Independent Risk Analysis 520-19 Data Breach Analysis 520-20 Comprehensive Protection Solutions Proposed SIN Structure as of 9/14/2016: 520-16 Business Information Systems (BIS) 520-18 Delete 520-19 Delete 520-20 Data Breach Response & Identity Protections Services (IPS)

Three sections associated with SIN 520-20 520-20-1A - IPS Requirement Document in support of SIN 520-20 which includes definitions and expectations. 520-20-1B - Additional Proposal Instructions required for SIN 520-20 520-20-1C - Security System Plan that each firm will be required to submit with offer or modification (if firm is already an existing schedule holder)

IPS Upcoming Milestones February 24, 2017: All industry responses are due by COB 2/21/2017 with comments to be submitted to: IPS_PSS@gsa.gov RFI can be found at: https://www.fbo.gov/notices/e543c9e95052a0848e6c5313989e1033 February/March 2017: IPT will review and respond to comments received via FBO March/April 2017: GSA will initiate process to revise SINs (approximate time frame for process completion 45-60 days) Once updates finalized all existing Schedule holders wil be notified to begin preparing any necessary modifications to obtain and/or update contracts to meet SIN requirements. April/May: Refreshed Solicitation will issue to afford potential new firms ability to offer IPS.

Identity Protection Services (IPS) POC All questions, comments, and feedback associated with this project (once formally issued for comment) should be forwarded to: IPS_PSS@gsa.gov

SIN 871-7:Construction Management and Engineering Consulting Services Related to Real Property Services currently include construction management specifically pertaining to real property with construction, design, and management expertise such as a construction manager who serves as the professional advisor or principal agent responsible for oversight and management of a project regardless of the project delivery method used. Construction management services include, but are not limited to, design phase support, procurement support, commissioning services, testing services, construction claims support, and post- construction engineering services. Initiative established by Schedule 03FAC: Establishment of “Repair and Renovation” services. Because construction management services is a “fit” - Consider moving services from PSS.

871-7 Project Milestones February-March 2017: Research and ongoing discussions with Region 6 (owner of 03FAC). Region 6 will conduct research of SINs based on NAICs code 236220 March 2017: Joint (PSHC/R6) Telephone meeting to be held with schedule holders supporting construction management services on 3/1 or 3/2. April 2017: TBD based on outcome of findings.

Professional Services Human Category (PSHC) Contacts: General Questions: Professionalservices@gsa.gov Supplier Relationship Manager for the Professional Services Category: Debra Drake - debra.drake@gsa.gov or (ph) 703- 605-5459 Supplier Relationship Manager for the OASIS program: Todd Richards - todd.richards@gsa.gov or (ph) 817- 850-8382 Project Manager for the Professional Services Schedule (PSS); Streamline Solicitation Process; Identity Protection Services; SIN 871-7: Kathy Jocoy - kathy.jocoy@gsa.gov or (ph) 253-931-7080