Buyers Guidance and Resources
The HCaTS program has created a variety of crosswalks to guide buyers through the acquisition process.
- Comprehensive, customized solution for human capital and training services
- Best in Class! with Highly Technically Rated, Fair and Reasonable Pricing pools of contractors
- Allows maximum flexibility for customers
- Allows all contract types (including hybrid)
- Allows commercial and/or non-commercial services for both CONUS and OCONUS
- Allows ancillary services & other direct costs at the task order level
- Maximizes small business utilization goals
- Undertakes effective change management initiatives
- Helps develop effective metrics to assess progress in carrying out human capital strategies
HCaTS Pools and NAICS Codes
Each HCaTS vehicle is composed of two pools that are solely defined by the NAICS codes each pool is comprised of. The NAICS codes under each pool share a common small business (SB) size standard. Task orders are issued to contractors holding awards in a pool with a NAICS code corresponding to the scope of the task order.
|Pool 1 (Size Standard: $12M)||Pool 2 (Size Standard: $16.5M)|
|611430||Professional and Management Development Training||541611||Administrative Management & General Management Consulting Services|
|611699||All Other Miscellaneous Schools and Instruction||541612||Human Resources Consulting Services|
|624310||Vocational Rehabilitation Services||541613||Marketing Consulting Services|
|541618||Other Management Consulting Services|
|611710||Educational Support Services|
The scope of the HCaTS pools are identical and defined by three Key Service Areas (KSAs):
- Customized Training and Development Services
- Customized Human Capital Strategy Services
- Customized Organizational Performance Improvement
HCaTS includes 84 standardized labor categories that correspond to Office of Management and Budget’s (OMB) Standard Occupational Classification (SOC) System for which the Bureau of Labor Statistics (BLS) maintains compensation data. The use of these labor categories is optional and SOC occupations can be added at the task order level. See the HCaTS Contracts section below for a list of the labor categories.
- HCaTS Unrestricted Contract - Pool 1 [PDF - 1 MB] (Revised September 2020)
- HCaTS Unrestricted Contract - Pool 2 [PDF - 1 MB] (Revised September 2020)
- HCaTS Small Business Contract - Pool 1 [PDF - 1 MB] (Revised September 2020)
- HCaTS Small Business Contract - Pool 2 [PDF - 1 MB] (Revised September 2020)
- HCaTS Small Business 8(a) Pool 1 Contract [PDF - 1 MB]
- Attachment J.1- HCaTS Standardized Labor Categories (LCATs) [PDF - 107 KB]
The ordering period for HCaTS Unrestricted and HCaTS SB is a total of 10.5 years. The ordering period for HCaTS 8(a) is a total of five years. Task orders can be awarded under HCaTS any time prior to the expiration of the ordering period of the master contract; however, task order option periods may be exercised up to five years and six months after the ordering period expires.
|Contract Period||HCaTS Unrestricted||HCaTS SB||HCaTS 8(a)|
|Contract Base Period:||
Sep 26, 2016 -
Sep 25, 2021
Nov 10, 2016 -
Nov 9, 2021
Dec 22, 2020-
Dec 21, 2025
|5-Year Option Period:||
Sep 26, 2021 -
Sep 25, 2026
Nov 10, 2021 -
Nov 9, 2026
Sep 26, 2026 -
Mar 25, 2027
Nov 10, 2026 -
May 9, 2027
HCaTS allows maximum flexibility for contract types at the task order level, including:
- Fixed-Price-all types,
- Cost-reimbursement-all types,
- Labor-Hour, and
- Hybrids of any contract types.
The ceiling for Pool 1 is $3.45 Billion and for Pool 2 is $2.3 Billion.
HCaTS SB and HCaTS 8(a) are 100 percent small business; HCaTS Unrestricted has several small business contract holders as well. 8(a) competitive set-asides and direct awards can be done under HCaTS 8(a) with credit toward your 8(a) small business goals. Competitive set-asides for the following socio-economic categories can be done under HCaTS SB with credit toward your small business goals:
- 8(a) Small Business;
- HUBZone Small Business;
- Service-Disabled Veteran-Owned Small Business (SDVOSB);
- Economically Disadvantaged Women-Owned Small Business (EDWOSB); and
- Women-Owned Small Business (WOSB).
The CAF rate for HCaTS Unrestricted, HCaTS SB, and HCaTS 8(a) is only 0.75 percent applied to the total task order amount. Exceptions to this fee or agency-specific fee agreements will be listed here, if any.
How to Use HCaTS
HCaTS U, HCaTS SB, and HCaTS 8(a) contracts will help your agency acquire human capital and training solutions more efficiently and economically.
There are two ways to access HCaTS:
- Direct-Buy Acquisition
- Assisted Acquisition Services (AAS)
For Direct Acquisition, generally, federal Contracting Officers follow these steps to use HCaTS:
- Receive Delegated of Procurement Authority (DPA) Certificate for HCaTS. (Go to HCaTS Training for more information.)
- Conduct market research and acquisition planning.
- Build and issue the Task Order solicitation.
- Conduct source selection and award the Task Order.
- Email the Award FPDS-NG report to firstname.lastname@example.org.
- Administer and close out the Task Order.
Notes for Direct-Buy Acquisition:
- Ordering Contracting Officers are required to comply with their roles and responsibilities described in DPA Certificate and HCaTS Master Contracts.
- Optional scope/requirements advisory services are available at no cost. To request a scope review, go to Pre-Award Scope Review.
- If you have any questions regarding Direct Acquisition process, email us at email@example.com.
Assisted Acquisition Services (AAS)
OPM's Human Capital Industry Solutions (HCIS) Program provides seamless, full-service assisted acquisition services that enable you to access to HCaTS providers - private sector experts in the fields of human capital strategy, training and development, and organizational performance improvement. Using HCaTS and HCaTS Small Business Contracts, HCIS specialists will partner with you to develop the entire acquisition packages, including the requirements documents (SOO, SOW, or PWS), IGCE, market research, and request for proposal.
Notes for AAS:
- OPM performs the acquisition on your behalf and provides pre- and post-award support
- GSA provides contracting support services
- These service includes:
- Scope reviews;
- Statement of Requirements library search;
- Contracting support/solicitation development and management;
- Vendor management; and
- COR Services.
- An additional AAS fee will be applied based on the magnitude and complexity of the requirement.
To learn more or to get started, call OPM's HCaTS business development team at 202-606-1501 or 202-606-0482 or write us at HCIS@opm.gov. See OPM's Human Capital Industry Solutions website for more information.
Until the newly awarded 8(a) contracts are fully loaded in the system and available for posting in eBuy, please email your Sources Sought, RFIs, and RFPs for the 8(a) vehicle directly to all HCaTS 8(a) contract holders under the applicable pool. The contractors' shared and Key Personnel email addresses are available in the contractor lists under the HCaTS Contractors and Capability Statements section below. Please send any correspondence to the shared email address and both Key Personnel for all vendors under the respective vehicle and pool and please copy us at SBHCaTS@gsa.gov when you do. You can send one email and blind copy all. We will notify you when posting in eBuy is available for the 8(a) contracts.
HCaTS Contractor Lists
HCaTS contractors are listed alphabetically by pool, including:
- Contract Number,
- DUNS Number,
- Socio-Economic Status, and
- Points of Contact Information:
|HCaTS Unrestricted Contractors||HCaTS Unrestricted Contractors - Pool 1&2 [XLSX - 45 KB] (January 2021)|
|HCaTS Small Business Contractors||HCaTS Small Business Contractors Pool 1&2 [XLSX - 33 KB] (January 2021)|
|HCaTS 8(a) Contractors||HCaTS 8(a) Contractors Pool 1 [XLSX - 25 KB](January 2021)|
Note: The list of contractors is also available on GSA eLibrary by searching for HCaTS and clicking on the name of your desired contract vehicle and pool.
HCaTS Contractor Capability Statements
The HCaTS awarded industry partner capability statements are designed to enable Ordering Contracting Officers, Contract Specialists and Program Managers to perform market research within each HCaTS contract vehicle. These PDF files will enable agencies to streamline their market research efforts by identifying the appropriate NAICS code and industry partners who can readily fulfill the requirements.
HCaTS Unrestricted Contractors Capability Statements
HCaTS Small Business Contractors Capability Statements
Section 889 Part B of the FY 2019 National Defense Authorization Act (NDAA) went into effect on August 13, 2020. This prohibits the Government from entering into a contract (or extending or renewing a contract) with companies that use any equipment, system, or service that uses prohibited telecom as a substantial or essential component of any system, or as critical technology as part of any system, unless a waiver is obtained or an exception applies. Protecting our supply chain is a critical value proposition to our customer agencies.
To support this implementation of 889 Part B, a mass modification was issued for all HCaTS and HCaTS Small Business contracts to include the reporting clause FAR 52.204-25 (AUG 2020). All HCaTS contracts have accepted the modification. Additionally, all HCaTS 8(a) contracts, which were awarded in December 2020, include the reporting clause FAR 52.204-25 (AUG 2020).
GSA offers a complementary scope review to analyze the scope and pool assignment of your proposed HCaTS (Unrestricted, Small Business, or 8(a)) task order requirement. This scope review will be conducted in an effort to determine if the requirements for the submitted project are within the scope of the HCaTS contract based on the predominant work of the project.
Request a Pre-Award Scope Review
- Complete the online HCaTS Scope Review Request Form (required).
- Email the Statement of Work (SOW), Performance Work Statement (PWS), or Statement of Objectives (SOO) (required) and Independent Government Cost Estimate (IGCE) (optional) to: firstname.lastname@example.org, email@example.com, and Anadelsa.firstname.lastname@example.org.
- If you are unable to complete the online request form, please download and complete this form [PDF - 3 MB] and email as noted above along with the SOW/SOO/PWS and IGCE.
- HCaTS Task Order Solicitation Template [DOCX - 35 KB]
- HCaTS Task Order Statement of Work Samples
- HR Transformation [PDF - 442 KB]
- Leadership and Coaching Tasks [PDF - 125 KB]
- Management and Technology Operation Support [PDF - 117 KB]
- Online Course Development [PDF - 88 KB]
- Organizational Performance Improvement and Knowledge Management [PDF - 48 KB]
- Workforce Analysis and Planning [PDF - 88 KB]
- Workforce Development [PDF - 58 KB]
- Workforce Reform Tasks [PDF - 70 KB]
- HCaTS RFI Response Form Template [PDF - 3 MB]
- HCaTS PSC Code List [PDF - 282 KB]
Request a Delegation of Procurement Authority (DPA)
To help you obtain a Delegation of Procurement Authority (DPA), the HCaTS Program offers training via webinar or in-person.
These tools are designed to help buyers make better program and business decisions.
The Professional Service and Human Capital Categories portfolio created a tool that takes its data to the next level. HCaTS stakeholders can now view and segment HCaTS information to make better program and business decisions.
With the PSHC Dashboard, you have the ability to:
- Explore HCaTS and HCaTS SB data by federal agency and industry partner; and
- Build customized reports and download them to your computer.
Notice to Users: GSA strives to comply with Section 508 of the Rehabilitation Act of 1973. Some of the dashboard content presented through .swf files may not be completely accessible to users of assisted technology. If you experience technical issues, please contact BIEDW Support.
The CALC tool helps federal contracting officers and others find awarded prices to use in negotiations for labor contracts. It offers ceiling prices, fully burdened costs, services data, and worldwide rates.
Discovery is a market research tool that helps you explore GSA services contracts, vendors, and vendor contract history to determine whether a GSA contract can meet your needs.
Discovery allows federal users to:
- Generate a listing of awarded contractors based on a primary North American Industry Classification;
- System (NAICS) code and filter for fair opportunity from a list of socioeconomic classifications;
- Find contractor administrative information such as points of contact, as well as, lists of current and completed contract actions from the Federal Procurement Data System (FPDS); and
- Download contractor details as a Comma Separated Values (CSV) file for offline use and analysis.
How Discovery Works
Discovery pulls information from FPDS to provide context-rich contract history on awarded contractors based on primary NAICS codes. Each contract is separated into Unrestricted and SB to make it easy to reserve task orders for small business categories.
With Discovery, users can research contracts by first selecting the contract vehicle of interest and then selecting a NAICS code/description matching the requirement. This will display all of the awarded contractors in that contract pool. A pool is a separate contract with one or more NAICS assigned and a single small business size standard. Each pool has unique qualifications tied to a specific scope identified by an assigned NAICS code.
On the vendor results page, users select a primary NAICS Code to view the vendor contract history, as well as up to date System for Award Management (SAM) registration data. Discovery also loads data from the FPDS to automatically provide you with a context-rich contract history for each contractor, including the amount of the contract, the primary NAICS code and the pricing type.
GSA's eBuy Open, is a web platform that provides access to all electronic Requests for Quote (RFQ) /Proposal (RFP) submitted through the GSA eBuy system from FY14 forward. A variety of data filtering, formatting and reporting features are available to analyze the data.
GSA eLibrary is your one source for the latest GSA contract award information. GSA offers unparalleled acquisition solutions to meet today's acquisition challenges. GSA's key goal is to deliver excellent acquisition services that provide best value, in terms of cost, quality and service, for federal agencies and taxpayers.
The OASIS Price Estimating Tool is designed to assist you in preparing the labor portion of your Independent Government Cost Estimate (IGCE).
The OASIS Price Estimating Tool User Guide [PDF - 1 MB], in combination with the OASIS Labor Categories Crosswalk [XLSX - 81 KB] companion document, provides detailed step-by-step instructions. For best results, the user must be familiar with the OASIS and OASIS Small Business contracts through self-study or by attending the Delegation of Procurement Authority (DPA) training. It is especially important to have an understanding of the Standardized Labor Categories and how they are priced.
Performance-Based Acquisition (PBA) can be daunting, and guides on the subject can easily run up to 50, 75 and even 100 pages. That can make learning PBA appear more complicated than it really is. A successful acquisition answers four questions: what do I need, when do I need it, who needs to get it to me, and how do I know it's good when I get it?
This guide, geared toward the greater acquisition community (especially program offices), breaks down performance-based service acquisition into eight steps. Within the steps you will find information, references, examples, best practices and templates. The steps cover each aspect of a performance-based acquisition and are recommended to be followed in order. However, you may wish to jump straight to the step on which you are working or that which is of most importance to the work you are doing.