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

2. 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

3. Professional Services = $3.1B per year (approx 20% of GoC Procurement) * Source: 2008-09 Spend Cube excluding certain sub-commodities not covered by strategy 3

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

5. 5 Professional Services National Strategy Strategy Elements Benefits for Client Departments & Suppliers Common business rules Single governance Single training Support for statements of work and evaluation criteria Single e-portal Create a predictable environment Improve clarity and consistency Make knowledge transferable Reduce efforts and simplify the contracting process Improve usability and reduce the reporting burden 5

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

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

8. Current Process with CPSS SolicitationBidEvaluation Supplier EnrolmentData Collection Evaluation Module CPSS (Single e-portal) Maintenance Module Supplier Module Search Call-up / Contract Issued Supplier Reporting SO / SA Issuance Financial System 8 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

9. Issues and impact on Clients and Industry Issues Impact on Client Departments 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

10. 10 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

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