Human Capital and Training Solutions (HCaTS) *

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

Two Multiple-Award IDIQ Contracts for All Federal Agencies 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

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

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

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

HCaTS Features Ordering Period of 10.5 Yrs : 5-Yr Base , one 5-Yr Option, 6 months extension. Pool 1 Max-Order: $3.45B, Size Standard: $11M Pool 2 Max-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 Services 541618 - Other Management Consulting Services 611710 - Educational Support Services

HCaTS Contractors Layout HCaTS-SB 40 Contractors HCaTS-U 49 Contractors 11 Contractors 8(a): 2 VOSB: 3 SDVOSB: 3 WOSB: 3, EDWOSB: 2 Pool 1 35 Contractors 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

Three Key Service Areas (KSAs) The Scope Three Key Service Areas (KSAs) Customized Training and Development Services Customized Human Capital Strategy Services Customized Organizational Performance Improvement KSA 1 KSA 2 KSA 3 Ancillary Services Other Direct Costs

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

The Scope Customized Human Capital Services: 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

The Scope Customized Human Capital Services: KSA 2 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

The Scope KSA 3 Customized Customized Organizational Performance Improvement: 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.

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

2- Assisted Acquisition Services (AAS) How to Use HCaTS 1- Direct-Buy Requesting Agency conducts acquisition processes & Contract administration *Must obtain a Delegation of Procurement Authority (DPA) 2- Assisted Acquisition Services (AAS) OPM/GSA conduct acquisition services (Solicitation, pre/post award contract activities) & support services on behalf of Requesting Agency *CAF Fee: 2% Fixed + Additional AAS Fee based on Magnitute & Complexity *CAF Fee: 2% Fixed *GSA offers a Complimentary Scope review

How to Use HCaTS 1- Direct-Buy 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

2- Assisted Acquisition Services (AAS) How to Use HCaTS 2- Assisted Acquisition Services (AAS) 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 project COR/PM services, financial management, close-out, audit support, reporting 1-4 months (based on complexity & availability of agency SMEs) 90-120 days from receipt of complete acquisition package (based on complexity)

HCaTS Resources 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

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

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

QUESTIONS HCaTS Program Website HCaTS SB CO: sbhcats@gsa.gov HCaTS CO: hcats@gsa.gov Direct-Buy Acquisition: HCaTSDirect@opm.gov Assisted Acquisition Services (AAS): TMAP@opm.gov 1. Analyze-Develop-Implement-Assess (GAO-04-291, p. 5)