MAS - Optimal Solutions Group, L.l.c - 47QRAA18D00GN

General Services Administration Federal Acquisition Service

Authorized Federal Supply Schedule FSS Price List

On-line access to contract ordering information, terms and conditions, up-to-date pricing, and the option to create an electronic delivery order are available through GSA-Advantage!TM, a menu-driven database system. The Internet address for GSA-Advantage!TM is: http://www.gsaadvantage.gov

Multiple Award Schedule (MAS) Federal Supply Group: Professional Services

Contract Number: 47QRAA18D00GN For more information on ordering go to the following website: https://www.gsa.gov/schedules

Contract Period: September 28, 2023 – September 27, 2028

Optimal Solutions Group, L.L.C.

5825 University Research Court, Suite 1100

College Park, MD 20740-3822 Telephone: (301) 306-1170

Fax: (301) 306-1170 www.OptimalSolutionsGroup.com

Business Size/Status: Small Disadvantaged Business

Prices shown herein are NET (discount deducted)

Pricelist current through Modification # PO-0010 effective September 28, 2023 http://www.gsaadvantage.gov/ http://www.optimalsolutionsgroup.com/ i

47QRAA18D00GN

Table of Contents

GENERAL CONTRACT INFORMATION

CONTRACT OVERVIEW

CONTRACT ADMINISTRATORS

BRIEF COMPANY OVERVIEW

CONTRACT USE

CONTRACT SCOPE

SPECIAL ITEM NUMBER (SIN) DESCRIPTION

TERMS AND CONDITIONS – SIN 541611

INSTRUCTIONS FOR PLACING ORDERS FOR SERVICES BASED ON GSA SCHEDULE

HOURLY RATES

REQUIREMENTS EXCEEDING THE MAXIMUM ORDER

BLANKET PURCHASE AGREEMENT

SERVICE CONTRACT LABOR STANDARDS (SCLS) STATEMENT

LABOR CATEGORY DESCRIPTIONS – SIN 541611

HOURLY RATES FOR SERVICES – SIN 541611

TERMS AND CONDITIONS – SIN 54151S

SCOPE

PERFORMANCE INCENTIVES I-FSS-60 Performance Incentives (April 2000)

ORDER

PERFORMANCE OF SERVICES

STOP-WORK ORDER (FAR 52.242-15) (AUG 1989)

INSPECTION OF SERVICES

RESPONSIBILITIES OF THE CONTRACTOR

RESPONSIBILITIES OF THE ORDERING ACTIVITY

INDEPENDENT CONTRACTOR

ORGANIZATIONAL CONFLICTS OF INTEREST

INVOICES

PAYMENTS

RESUMES

INCIDENTAL SUPPORT COSTS

i

APPROVAL OF SUBCONTRACTS

DESCRIPTION OF IT PROFESSIONAL SERVICES AND PRICING

LABOR CATEGORY DESCRIPTIONS – SIN 54151S

HOURLY RATES FOR SERVICES – SIN 54151S

TERMS AND CONDITIONS – SIN 518210C

SCOPE

SIN 518210C – PRICE LIST

NON-SURVIVING CONTRACTS

GENERAL CONTRACT INFORMATION

1a. Table of Awarded Special Item Numbers (SINs): SIN 541611: Management and Financial Consulting, Acquisition and Grants Management Support, and Business Program and Project Management Services SIN 54151S: Information Technology Professional Services SIN 518210C: Cloud and Cloud-Related IT

Professional Services SIN OLM: Order-Level Materials (OLM) Please refer to Page #4 for a more detailed description

1b. Lowest Priced Model Number and Lowest Price: Please refer to our rates on Pg #13 for SIN 541611, #22 for SIN 54151S and #25 for SIN 518210C

1c. Labor Category Descriptions:

2. Maximum Order:

See Pages #9 (SIN 541611) and #18 (SIN 54151S)

SIN 541611: $1,000,000.00

SIN 54151S: $500,000

SIN 518210C: $500,000

OLM: $250,000

3. Minimum Order: SIN 541611: $100.00

SIN 54151S: $100.00

SIN 518210C: $25.00

4. Geographic Coverage: Worldwide

5. Point of Production: UMD Discovery District, College Park, MD

6. Discount from List Price: All Prices Herein are Net, Discount Deducted

7. Volume Discount: SIN 541611: Not Applicable SIN 54151S: 0% (prices are already discounted)

SIN 518210C: 1% for single task order over $300,000 and less than $500,000

8. Prompt Payment Terms: Net 30 days Information for Ordering Offices: Prompt payment. Terms cannot be negotiated out of the contractual. Agreement in exchange for other concessions.

9. Foreign Items: None 10a. Time of Delivery: Negotiated with Ordering Agency per Task

Order 10b. Expedited Delivery: Contact Contractor for availability 10c. Overnight and 2-Day Delivery: Contact Contractor for availability

10d. Urgent Requirement: Contact Contractor for availability

11. F.O.B. Point: Destination

12a. Ordering Address: Optimal Solutions Group, L.L.C.

Attn: GSA Orders

5825 University Research Court, Suite 1100 College Park, MD 20740 procurement@optimalsolutionsgroup.com

12b. Ordering Procedures: See Federal Acquition Regulation (FAR) 8.405-3

13. Payment Address: Optimal Solutions Group, L.L.C.

Attn: Accounts Receivable 5825 University Research Court, Suite 1100 College Park, MD 20740-3822

14. Warranty Provision: Same as Commercial Warranty

15. Export Packing Charges: Not Applicable

16. Terms and conditions of rental, maintenance, and repair Not Applicable

17. Terms and conditions of installation (if applicable): Not Applicable

18a. Terms and conditions of repair parts indicating date of parts, price lists and any discounts from list prices: Not Applicable

18b. Terms and conditions for any other services (if applicable): Not Applicable

19. List of service and distribution points (if applicable): Not Applicable

20. List of participating dealers (if applicable): Not Applicable

21. Preventive maintenance (if applicable) Not Applicable

22a. Special attributes such as environmental attributes (e.g., recycled content, energy efficiency, and/or reduced pollutants.): Not Applicable

22b. Section 508 compliance information is available For the information and communications technology (ICT) products and services and show where full details can be found (e.g. contractor’s website or other location.) ICT accessibility standards can be found at: www.Section508.gov/ Contact Contract Administrator for more information

23. Unique Enity Identifier (UEI) Number: WR4LJXNPX627

24. Notification Regarding Registration in System for Award Management (SAM) Database: Optimal Solutions Group, LLC is registered in the System Award Management (SAM) database.

mailto:procurement@optimalsolutionsgroup.com mailto:procurement@optimalsolutionsgroup.com http://www.section508.gov/

CONTRACT OVERVIEW

GSA awarded Optimal Solutions Group, LLC the GSA Multiple Award Schedule (MAS) Schedule Contract Number 47QRAA18D00GN from September 28, 2018 through September 27, 2023. On May 31, 2023, the Option Period 1 was exercised, extending the term of the Contract to September 27, 2028. The contract allows for the placement of Firm Fixed Price or Time and Materials task orders using the labor categories and ceiling rates defined in the contract.

CONTRACT ADMINISTRATORS

Tracye Turner, Executive Vice President and COO Optimal Solutions Group, L.L.C.

5825 University Research Court, Suite 1100 College Park, MD 20740 Telephone: (301) 306-1170 Fax Number: (301) 306-1170 Email: procurement@optimalsolutionsgroup.com

Mark Turner, Ph.D, President and CEO Optimal Solutions Group, L.L.C.

5825 University Research Court, Suite 1100 College Park, MD 20740 Telephone: (301) 306-1170 Fax Number: (301) 306-1170 Email: contracts@optimalsolutionsgroup.com

BRIEF COMPANY OVERVIEW

Optimal Solutions Group, L.L.C. (Optimal), is an innovative and rigorous small policy research, analytics and software development firm (founded in 2000) located at the University of Maryland’s Discovery District. Optimal is also proven and experienced with over 300 projects completed domestically and internationally. Using its Real-Time Framework (methods, technologies, processes), Optimal has become a policy leader in data collection, analysis and visualization. Optimal employs multidisciplinary staff members who have expertise in economics, statistics, psychology, measurement & evaluation, sociology, communications and information management. Optimal has four research centers—Health;

Education; Workforce & Social Policy; Housing, Economic Development, and Transportation. Optimal also has practices in analytics, software development and data science. The services provided to government agencies include program evaluation, surveys, statistical quality assurance, developing web tools to catalog and visualize data, website improvement, accessibility, collecting administrative data, supporting randomized control trials, developing analysis plans, study participant recruitment, report writing, and developing guides to calculate statistical power. Optimal has received several Federal agency FedRAMP IT System ATOs.

mailto:procurement@optimalsolutionsgroup.com mailto:contracts@optimalsolutionsgroup.com

CONTRACT USE

This contract is available for use by all federal government agencies, as a source for Management and Financial Consulting, Acquisition and Grants Management Support, and Business Program and Project Management Services for worldwide use. Executive agencies, other Federal agencies, mixed- ownership Government corporations, and the District of Columbia; government contractors authorized in writing by a Federal agency pursuant to 48 CFR 51.1; and other activities and organizations authorized by statute or regulation to use GSA as a source of supply may use this contract. Additionally, contractors are encouraged to accept orders received from activities within the Executive Branch of the Federal Government.

CONTRACT SCOPE

The contractor shall provide all resources including personnel, management, supplies, services, materials, equipment, facilities and transportation necessary to provide a wide range of professional services as specified in each task order. Services specified in a task order may be performed at the contractor’s facilities or the ordering agencies’ facilities. The government will determine the contractor’s compensation by any of several different methods (to be specified at the task order level) e.g., a firm- fixed price for services with or without incentives, labor hours or time-and-material.

The Special Item Number (SINs) available under this contract provide services across the full life cycle of a project. When task orders are placed, they must identify the SIN under which the task is being executed.

Optimal Solutions Group, LLC has been awarded a contract by GSA to provide services under the following

SIN:

• SIN 541611: Management and Financial Consulting, Acquisition and Grants Management Support, and Business Program and Project Management Services

• SIN 54151S: Information Technology Professional Services

• SIN 518210C: Cloud and Cloud-Related IT Professional Services

• SIN OLM: Order-Level Materials (OLM)

SPECIAL ITEM NUMBER (SIN) DESCRIPTION

SIN 541611 - Management and Financial Consulting, Acquisition and Grants Management Support, and Business Program and Project Management Services

Contractors shall provide expert advice, assistance, guidance or counseling in support of an agency's mission-oriented business functions. Services covered by this SIN include:

• Management or strategy consulting, including research, evaluations, studies, analyses, scenarios/simulations, reports, business policy and regulation development assistance, strategy formulation, and expert witness services

• Facilitation and related decision support services

• Survey services, using a variety of methodologies, including survey planning, design, and development; survey administration; data validation and analysis; reporting, and stakeholder briefings

• Advisory and assistance services in accordance with FAR 37.203

518210C – Cloud and Cloud-Related IT Professional Services

The Cloud and Cloud-Related IT Professional Services SIN 518210C is for all cloud services groups cloud technology offerings within MAS Schedule and makes it easier for agencies to acquire cloud services.

54151S – Information Technology Professional Services

The Information Technology Professional Services SIN 54151S includes:

• Cognitive computing

• Conversion and implementation support

• Database planning and design

• Data/records management

• Internet of things

• Network services

• Network services project management

• Programming

• Resources and facilities management

• Systems analysis and design

• Other services relevant to 29CFR541.400

State, local, and tribal governments and institutions of higher education can order using the Cooperative Purchasing Program.

https://www.gsa.gov/acquisition/purchasing-programs/gsa-schedules/state-and-local-government-customers/cooperative-purchasing https://www.gsa.gov/acquisition/purchasing-programs/gsa-schedules/state-and-local-government-customers/cooperative-purchasing

TERMS AND CONDITIONS – SIN 541611

INSTRUCTIONS FOR PLACING ORDERS FOR SERVICES BASED ON GSA

SCHEDULE HOURLY RATES

GSA provides a streamlined, efficient process for ordering the services you need. GSA has already determined that Optimal Solutions Group, LLC meets the technical requirements and that our prices offered are fair and reasonable. Agencies may use written orders; facsimile orders, credit card orders, blanket purchase agreement orders or individual purchase orders under this contract.

If it is determined that your agency needs an outside source to provide services, follow these simple steps:

Step 1. Develop a Statement of Work (SOW)

In the SOW, include the following information:

• Work to be performed,

• Location of work,

• Period of performance;

• Deliverable schedule, and

• Special standards and any special requirements, where applicable.

Step 2. Select Contractor and Place Order

• If the order is at or below the micro-purchase threshold, select the contractor best suited for your needs and place the order.

• If the order is exceeding the micro-purchase threshold, but less than the maximum order threshold (MOT), prepare an RFQ;

• If the order is in excess of the MOT, prepare an RFQ. Consider expansion of competition and seek price reductions.

Step 3. Prepare a Request for Quote (RFQ)

• Include the SOW and evaluation criteria;

• Request fixed price, ceiling price, or, if not possible, labor hour or time and materials order;

• If preferred, request a performance plan from contractors and information on past experience; and include information on the basis for selection.

• May be posted on GSA’s electronic RFQ system, e-Buy

Step 4. Provide RFQ to at least Three Firms

Step 5. Evaluate Offers, Select Best Value Firm, and Place Order

REQUIREMENTS EXCEEDING THE MAXIMUM ORDER

In accordance with FAR 8.404, before placing an order that exceeds the maximum order threshold, ordering offices shall:

• Review additional schedule contractors’ catalogs/price lists or use the “GSA Advantage!” on-line shopping service;

• Based upon the initial evaluation, generally seek price reductions from the schedule contractor(s) appearing to provide the best value (considering price and other factors); and

• After price reductions have been sought, place the order with the schedule contractor that provides the best value and results in the lowest overall cost alternative (see FAR 8.404(a)). If further price reductions are not offered, an order may still be placed, if the ordering office determines that it is appropriate.

Vendors may:

Offer a new lower price for this requirement (the Price Reduction clause is not applicable to orders placed over the maximum order in FAR 52.216-19 Order Limitations.)

• Offer the lowest price available under the contract; or

• Decline the order (orders must be returned in accordance with FAR 52.216-19).

A task order that exceeds the maximum order may be placed with the Contractor selected in accordance with FAR 8.404. The order will be placed under the contract.

Sales for orders that exceed the Maximum Order shall be reported in accordance with GSAR 552.238-74.

BLANKET PURCHASE AGREEMENT

Ordering activities may establish BPAs under any schedule contract to fill repetitive needs for supplies or services. BPAs may be established with one or more schedule contractors. The number of BPAs to be established is within the discretion of the ordering activity establishing the BPAs and should be based on a strategy that is expected to maximize the effectiveness of the BPA(s). In determining how many BPAs to establish, consider:

• The scope and complexity of the requirement(s);

• The need to periodically compare multiple technical approaches or prices;

• The administrative costs of BPAs; and

• The technical qualifications of the schedule contractor(s).

Establishment of a single BPA, or multiple BPAs, shall be made using the same procedures outlined in 8.405-1 or 8.405-2. BPAs shall address the frequency of ordering, invoicing, discounts, requirements (e.g.

estimated quantities, work to be performed), delivery locations, and time.

When establishing multiple BPAs, the ordering activity shall specify the procedures for placing orders under the BPAs.

Establishment of a multi-agency BPA against a Federal Supply Schedule contract is permitted if the multi-agency BPA identifies the participating agencies and their estimated requirements at the time the BPA is established.

Ordering from BPAs:

Single BPA. If the ordering activity establishes one BPA, authorized users may place the order directly under the established BPA when the need for the supply or service arises.

Multiple BPAs. If the ordering activity establishes multiple BPAs, before placing an order exceeding the micro-purchase threshold, the ordering activity shall:

• Forward the requirement, or statement of work and the evaluation criteria, to an appropriate number of BPA holders, as established in the BPA ordering procedures; and

• Evaluate the responses received, make a best value determination (see 8.404(d)), and place the order with the BPA holder that represents the best value.

BPAs for hourly rate services. If the BPA is for hourly rate services, the ordering activity shall develop a statement of work for requirements covered by the BPA. All orders under the BPA shall specify a price for the performance of the tasks identified in the statement of work.

Duration of BPAs generally should not exceed five years in length, but may do so to meet program requirements. Contractors may be awarded BPAs that extend beyond the current term of their GSA Schedule contract, so long as there are option periods in their GSA Schedule contract that, if exercised, will cover the BPA’s period of performance.

Review of BPAs:

The ordering activity that established the BPA shall review it at least once a year to determine whether:

• The schedule contract, upon which the BPA was established, is still in effect;

• The BPA still represents the best value (see 8.404(d)); and

• Estimated quantities/amounts have been exceeded and additional price reductions can be obtained.

The ordering activity shall document the results of its review.

SERVICE CONTRACT LABOR STANDARDS (SCLS) STATEMENT

The Service Contract Labor Standards (SCLS) is applicable to this contract as it applies to the entire Multiple Award Schedule and all services provided. While no specific labor categories have been identified as being subject to SCLS due to exemptions for professional employees (FAR 22.1101,

22.1102 and 29 CFR 541.300), this contract still maintains the provisions and protections for SCA eligible labor categories.

If and / or when the Contractor adds SCLS labor categories / employees to the contract through the modification process, the Contractor must inform the Contracting Officer and establish a SCLS matrix identifying the GSA labor category titles, the occupational code, SCLS labor category titles and the applicable WD number. Failure to do so may result in cancellation of the contract.

LABOR CATEGORY DESCRIPTIONS – SIN 541611

Research Principal Associate Responsibilities: Provides consulting and project services; plans, organizes, staffs, directs, and manages performance of work for one or more task orders within the relevant subject matter domain of the project and the Principal Consultant's practice area; responsible for review and approval of all publications;

monitors the technical quality of the work product; approves conference agendas and participant lists.

Education and Experience: Ph.D. and a minimum of 15 years of relevant management and supervisory experience. Relevant experience includes program evaluation and management, project management, strategic planning, and organizational assessment.

Research Senior Associate Responsibilities: Designs and directs projects; conducts research and analysis; organizes a broad variety of high-level workshops; supervises and organizes research staff on contract task orders; prepares and edits studies, monographs and reports; provides consulting services, technical assistance and subject matter expertise.

Education and Experience: Ph.D. and a minimum of 10 years of relevant experience. A substitute requirement is to have a Master's degree and a minimum of 15 years of relevant management experience.

Relevant experience includes providing principal associates with evaluations and recommendations for program evaluation, program and project management, strategic planning, and organizational assessment.

Research Project Director Responsibilities: Manages, coordinates and completes multiple projects. Oversees all aspects of projects, including setting deadlines, assigning responsibilities, and monitoring and summarizing budget and progress of project. May supervise multiple Project Managers. Prepares and reviews status reports.

Education and Experience: Bachelor's degree and at least 7 years of experience in project management;

managing multiple, complex projects and supervising multiple teams.

Research Senior Project Manager Responsibilities: Manages, coordinates and completes projects. Oversees all aspects of projects, including setting deadlines, assigning responsibilities, and monitoring and summarizing budget and progress of project. Prepares status reports.

Education and Experience: Bachelor's degree and at least 7 years of experience in project management;

managing complex projects.

Research Senior Editor Responsibilities: Writes, edits and proofreads a variety of documents. Ensures that all documents meet established content standards; may supervise others.

Education and Experience: Bachelor's degree in a related area and at least 5 years of experience in the field or in a related area.

Research Senior Programmer Responsibilities: Coordinates, programs, analyzes, and evaluates clinical and non-clinical data; programs using SAS programming language. Develops sophisticated data analyses and presents results to a nontechnical audience.

Education and Experience: Bachelor's degree and at least 5 years of experience in the field or in a related area; may require supervision of others.

Research Database Administrator / Designer Responsibilities: Designs, develops, deploys and maintains databases ensuring integrity and security.

Education and Experience: Bachelor's degree and certification preferred. A substitute requirement is to have equivalent work experience and certification preferred. At least 2 years designing, implementing and supporting database solutions in Access, Microsoft SQL Server, and Oracle; experience in open source development and technologies preferred.

Statistician Responsibilities: Develops statistical designs to answer specific research questions using large datasets;

conceptualizes the scope of programming projects and tasks and solves complex programming problems;

prepares analysis plans and writes detailed specifications for analysis files, consistency checks, tables, and figures; communicates with clients regarding statistical analysis issues. Interprets analyses and writes statistical reports.

Education and Experience: Ph.D. A substitute requirement is to have a Master's degree and 3 years of relevant experience. Experience developing large-scale study design, comprehensive statistical analysis from descriptive to multivariate and multi-level analysis; proficiency in SAS, including data manipulation, analysis, and documentation; experience programming and interpreting statistical analyses and/or building statistical models.

Research Project Manager II Responsibilities: Manages, coordinates and completes projects. Oversees all aspects of projects, including setting deadlines, assigning responsibilities, and monitoring and summarizing budget and progress of project. Prepares status reports.

Education and Experience: Bachelor's degree and at least 5 years of experience in project management.

Research Associate Responsibilities: Manages projects; conducts research and analysis; organizes specific high-level workshops; supervises and organizes research staff on contract task orders; prepares and edits studies, monographs and reports; provides consulting services, technical assistance and subject matter expertise.

Education and Experience: Ph.D. A substitute requirement is to have a Master's degree and a minimum of 5 years of relevant management experience. Relevant experience includes active research in projects involving program evaluation and management, strategic planning, and project management.

Research Programmer Responsibilities: Coordinates, programs, analyzes, and evaluates clinical and non-clinical data; programs using SAS programming language. Develops sophisticated data analyses and presents results to a nontechnical audience.

Education and Experience: Bachelor's degree and at least 2 years of experience in the field or in a related area.

Research Project Manager I Responsibilities: Manages, coordinates and completes projects. Oversees all aspects of projects, including setting deadlines, assigning responsibilities, and monitoring and summarizing budget and progress of project. Prepares status reports.

Education and Experience: Bachelor’s degree and at least 2 years of experience in project management.

Research Analyst III Responsibilities: Assists Senior Researchers on projects. Responsibilities include conducting literature reviews on specified topics; statistical analysis of primary and large secondary quantitative data sets;

participate in qualitative data collection (interviews and focus groups); writing brief abstracts, data results, and contributing to final reports and creating/formatting tab les and graphics.

Education and Experience: Master's degree and a minimum of 2 years. A substitute requirement is to have a Bachelor's degree and 5 years of relevant experience.

Research Analyst II Responsibilities: Assists Senior Researchers on projects. Performs research and analyses in assigned subject matter area; develops data and reports for specific requests and resulting products of acceptable quality.

Compiles and assemble documents for delivery to multiple clients on a specified schedule. Level II staff will work on more complex assignments.

Education and Experience: Bachelor's degree in business, statistics, economics, sociology, or other social science discipline. A minimum of one year of relevant experience is required.

Communications Specialist Responsibilities: Designs and coordinates internal and external company communications and public relations. Maintains policies and procedures, monitors company media, and utilizes electronic publishing technology. Provides project support to senior staff and assists with travel planning and expense reporting.

Education and Experience: Bachelor's degree and at least 5 years of experience in the field or in a related area.

Senior Graphics Specialist Responsibilities: Produces graphic art and visual materials for presentations, marketing, informative and instructional materials through a variety of media outlets; may supervise others.

Education and Experience: Bachelor's degree in related area and at least 5 years of relevant experience with current technology and media.

Editor Responsibilities: Writes, edits and proofreads a variety of documents. Ensures that all documents meet established content standards.

Education and Experience: Bachelor's degree in a related area and at least 2 years of experience in the field or in a related area.

Research Information Technology Support Specialist Responsibilities: Provides information technology support to end users on a variety of issues. Identifies, researches, and resolves technical problems. Documents, tracks, and monitors the problem to ensure a timely resolution. Supports web based technology and other applications.

Education and Experience: Associate's degree in a related area and at least 1 year of experience in the field or in a related area.

Research Analyst I Responsibilities: Assists Senior Researchers on projects. Performs research and analyses in assigned subject matter area; develops data and reports for specific requests and resulting products of acceptable quality.

Compiles and assemble documents for delivery to multiple clients on a specified schedule. Level II staff will work on more complex assignments.

Education and Experience: Bachelor's degree in business, statistics, economics, sociology, or other social science discipline.

Project Management Assistant Responsibilities: Reports directly to Project Manager or Director; assists in gathering data for reporting information to the client or internal team. Completes day to day administrative tasks in a timely manner as directed by supervisor.

Education and Experience: Bachelor's degree in related area and at least 1 year of relevant experience;

Administrative experience and intermediate computer skills.

Graphics Specialist Responsibilities: Produces graphic art and visual materials for presentations, marketing, informative and instructional materials through a variety of media outlets.

Education and Experience: Bachelor's degree in related area and at least 2 years of relevant experience with current technology and media.

Senior Support Services Specialist Responsibilities: Directs clerical and administrative support for project task; prepares contract correspondence and memos; makes travel arrangements and prepares travel itineraries for staff; experience in all aspects of office support including word processing, graphics productions, reproduction and distribution. Efficiently and accurately reproduces final products by copying, collating, and binding.

Education and Experience: Bachelor's degree preferred with a minimum of 2 years of relevant administrative experience. Ability to utilize the most recent software and computer applications to produce state-of-the-art presentation materials and technical documents.

Support Services Specialist Responsibilities: Conducts clerical and administrative duties to support project task; assists in preparing contract correspondence and memos; makes travel arrangements and prepares travel itineraries for staff;

experience in all aspects of office support including word processing, graphics productions, reproduction and distribution. Efficiently and accurately reproduces final products by copying, collating, and binding.

Education and Experience: High School diploma and 2 years of relevant administrative experience. Ability to utilize the most recent software and computer applications to produce state-of-the-art presentation materials and technical documents.

HOURLY RATES FOR SERVICES – SIN 541611

Note: all prices offered to GSA include the current 0.75% IFF

Year 6 Year 7 Year 8 Year 9 Year 10

Labor Category Title Education Experience 09/28/23 - 09/27/24

09/28/24 - 09/27/25

09/28/25 - 09/27/26

09/28/26 - 09/27/27

09/28/27 - 09/27/28

Research Principal Associate Ph.D. 15 249.86$ 255.11$ 260.47$ 265.94$ 271.53$ Research Project Director Bachelors 7 248.78$ 254.01$ 259.34$ 264.79$ 270.35$ Research Senior Associate Ph.D. 10 214.28$ 218.78$ 223.38$ 228.07$ 232.86$ Research Senior Project Manager Bachelors 7 210.95$ 215.39$ 219.91$ 224.52$ 229.24$ Research Senior Programmer Bachelors 5 203.93$ 208.21$ 212.58$ 217.05$ 221.60$ Research Associate Ph.D. 0 198.09$ 202.25$ 206.50$ 210.83$ 215.25$ Statistician Ph.D. 0 183.65$ 187.51$ 191.45$ 195.47$ 199.57$ Research Database Administrator / Designer Bachelors 2 183.65$ 187.51$ 191.45$ 195.47$ 199.57$ Research Project Manager II Bachelors 5 182.59$ 186.43$ 190.35$ 194.35$ 198.43$ Research Analyst III Masters 2 177.12$ 180.84$ 184.63$ 188.51$ 192.47$ Senior Editor Bachelors 5 155.24$ 158.51$ 161.83$ 165.23$ 168.70$ Research Programmer Bachelors 2 149.25$ 152.38$ 155.59$ 158.85$ 162.19$ Research Project Manager I Bachelors 2 146.43$ 149.50$ 152.64$ 155.85$ 159.12$ Research Analyst II Bachelors 1 127.42$ 130.10$ 132.83$ 135.62$ 138.47$ Communications Specialist Bachelors 5 126.61$ 129.27$ 131.98$ 134.75$ 137.58$ Research Analyst I Bachelors 0 124.95$ 127.57$ 130.25$ 132.98$ 135.77$ Senior Graphics Specialist Bachelors 5 124.09$ 126.70$ 129.36$ 132.08$ 134.85$ Editor Bachelors 2 117.95$ 120.43$ 122.96$ 125.54$ 128.18$ Research Information Technology Support Specialist Associates 1 113.39$ 115.77$ 118.20$ 120.68$ 123.21$ Project Management Assistant Bachelors 1 105.34$ 107.56$ 109.81$ 112.12$ 114.48$ Graphics Specialist Bachelors 2 104.17$ 106.36$ 108.59$ 110.87$ 113.20$ Senior Support Services Specialist Bachelors 2 79.89$ 81.57$ 83.28$ 85.04$ 86.82$ Support Services Specialist High School 2 67.82$ 69.24$ 70.69$ 72.17$ 73.68$

TERMS AND CONDITIONS – SIN 54151S

SCOPE

a. The prices, terms and conditions stated under Special Item Number 54151S Information Technology Professional Services apply exclusively to IT Professional Services within the scope of this MAS Schedule.

b. The Contractor shall provide services at the Contractor’s facility and/or at the ordering activity location, as agreed to by the Contractor and the ordering activity.

PERFORMANCE INCENTIVES I-FSS-60 Performance Incentives (April 2000)

a. Performance incentives may be agreed upon between the Contractor and the ordering activity on individual fixed price orders or Blanket Purchase Agreements under this contract.

b. The ordering activity must establish a maximum performance incentive price for these services and/or total solutions on individual orders or Blanket Purchase Agreements.

c. Incentives should be designed to relate results achieved by the contractor to specified targets. To the maximum extent practicable, ordering activities shall consider establishing incentives where performance is critical to the ordering activity’s mission and incentives are likely to motivate the contractor. Incentives shall be based on objectively measurable tasks.

ORDER

a. Agencies may use written orders, EDI orders, blanket purchase agreements, individual purchase orders, or task orders for ordering services under this contract. Blanket Purchase Agreements shall not extend beyond the end of the contract period; all services and delivery shall be made and the contract terms and conditions shall continue in effect until the completion of the order. Orders for tasks which extend beyond the fiscal year for which funds are available shall include FAR 52.232- 19 (Deviation – May 2003) Availability of Funds for the Next Fiscal Year. The purchase order shall specify the availability of funds and the period for which funds are available.

b. All task orders are subject to the terms and conditions of the contract. In the event of conflict between a task order and the contract, the contract will take precedence.

PERFORMANCE OF SERVICES

a. The Contractor shall commence performance of services on the date agreed to by the Contractor and the ordering activity.

b. The Contractor agrees to render services only during normal working hours, unless otherwise agreed to by the Contractor and the ordering activity.

c. The ordering activity should include the criteria for satisfactory completion for each task in the Statement of Work or Delivery Order. Services shall be completed in a good and workmanlike manner.

d. Any Contractor travel required in the performance of IT Services must comply with the Federal Travel Regulation or Joint Travel Regulations, as applicable, in effect on the date(s) the travel is performed. Established Federal Government per diem rates will apply to all Contractor travel.

Contractors cannot use GSA city pair contracts.

STOP-WORK ORDER (FAR 52.242-15) (AUG 1989)

(a) The Contracting Officer may, at any time, by written order to the Contractor, require the Contractor to stop all, or any part, of the work called for by this contract for a period of 90 days after the order is delivered to the Contractor, and for any further period to which the parties may agree. The order shall be specifically identified as a stop-work order issued under this clause. Upon receipt of the order, the Contractor shall immediately comply with its terms and take all reasonable steps to minimize the incurrence of costs allocable to the work covered by the order during the period of work stoppage.

Within a period of 90 days after a stop-work is delivered to the Contractor, or within any extension of that period to which the parties shall have agreed, the Contracting Officer shall either-

Cancel the stop-work order; or Terminate the work covered by the order as provided in the Default, or the Termination for Convenience of the Government, clause of this contract.

(b) If a stop-work order issued under this clause is canceled or the period of the order or any extension thereof expires, the Contractor shall resume work. The Contracting Officer shall make an equitable adjustment in the delivery schedule or contract price, or both, and the contract shall be modified, in writing, accordingly, if-

(1) The stop-work order results in an increase in the time required for, or in the Contractor's cost properly allocable to, the performance of any part of this contract; and

(2) The Contractor asserts its right to the adjustment within 30 days after the end of the period of work stoppage; provided, that, if the Contracting Officer decides the facts justify the action, the Contracting Officer may receive and act upon the claim submitted at any time before final payment under this contract.

(c) If a stop-work order is not canceled and the work covered by the order is terminated for the convenience of the Government, the Contracting Officer shall allow reasonable costs resulting from the stop-work order in arriving at the termination settlement.

(d) If a stop-work order is not canceled and the work covered by the order is terminated for default, the

Contracting Officer shall allow, by equitable adjustment or otherwise, reasonable costs resulting from the stop-work order.

INSPECTION OF SERVICES

In accordance with FAR 52.212-4 CONTRACT TERMS AND CONDITIONS--COMMERCIAL ITEMS (MAR 2009) (DEVIATION I - FEB 2007) for Firm-Fixed Price orders and FAR 52.212-4 CONTRACT

TERMS AND CONDITIONS COMMERCIAL ITEMS (MAR 2009) (ALTERNATE I OCT 2008)

(DEVIATION I – FEB 2007) applies to Time-and-Materials and Labor-Hour Contracts orders placed under this contract.

RESPONSIBILITIES OF THE CONTRACTOR

The Contractor shall comply with all laws, ordinances, and regulations (Federal, State, City, or otherwise) covering work of this character. If the end product of a task order is software, then FAR 52.227-14 (Dec 2007) Rights in Data – General, may apply.

RESPONSIBILITIES OF THE ORDERING ACTIVITY

Subject to security regulations, the ordering activity shall permit Contractor access to all facilities necessary to perform the requisite IT Professional Services.

INDEPENDENT CONTRACTOR

All IT Professional Services performed by the Contractor under the terms of this contract shall be as an independent Contractor, and not as an agent or employee of the ordering activity.

ORGANIZATIONAL CONFLICTS OF INTEREST

a. Definitions.

“Contractor” means the person, firm, unincorporated association, joint venture, partnership, or corporation that is a party to this contract.

“Contractor and its affiliates” and “Contractor or its affiliates” refers to the Contractor, its chief executives, directors, officers, subsidiaries, affiliates, subcontractors at any tier, and consultants and any joint venture involving the Contractor, any entity into or with which the Contractor subsequently merges or affiliates, or any other successor or assignee of the Contractor.

An “Organizational conflict of interest” exists when the nature of the work to be performed under a proposed ordering activity contract, without some restriction on ordering activities by the Contractor and its affiliates, may either (i) result in an unfair competitive advantage to the Contractor or its affiliates or

(ii) impair the Contractor’s or its affiliates’ objectivity in performing contract work.

b. To avoid an organizational or financial conflict of interest and to avoid prejudicing the best interests of the ordering activity, ordering activities may place restrictions on the Contractors, its affiliates, chief executives, directors, subsidiaries and subcontractors at any tier when placing orders against schedule contracts. Such restrictions shall be consistent with FAR 9.505 and shall be designed to avoid, neutralize, or mitigate organizational conflicts of interest that might otherwise exist in situations related to individual orders placed against the schedule contract. Examples of situations, which may require restrictions, are provided at FAR 9.508.

INVOICES

The Contractor, upon completion of the work ordered, shall submit invoices for IT Professional services.

Progress payments may be authorized by the ordering activity on individual orders if appropriate. Progress payments shall be based upon completion of defined milestones or interim products. Invoices shall be submitted monthly for recurring services performed during the preceding month.

PAYMENTS

For firm-fixed price orders the ordering activity shall pay the Contractor, upon submission of proper invoices or vouchers, the prices stipulated in this contract for service rendered and accepted. Progress payments shall be made only when authorized by the order. For time-and-materials orders, the Payments under Time-and-Materials and Labor-Hour Contracts at FAR 52.212-4 (MAR 2009) (ALTERNATE I – OCT 2008) (DEVIATION I – FEB 2007) applies to time-and-materials orders placed under this contract.

For labor-hour orders, the Payment under Time-and-Materials and Labor-Hour Contracts at FAR 52.212-4 (MAR 2009) (ALTERNATE I – OCT 2008) (DEVIATION I – FEB 2007) applies to labor-hour orders placed under this contract. 52.216-31(Feb 2007) Time-and-Materials/Labor-Hour Proposal Requirements—Commercial Item Acquisition. As prescribed in 16.601(e)(3), insert the following provision:

(a) The Government contemplates award of a Time-and-Materials or Labor-Hour type of contract resulting from this solicitation.

(b) The offeror must specify fixed hourly rates in its offer that include wages, overhead, general and administrative expenses, and profit. The offeror must specify whether the fixed hourly rate for each labor category applies to labor performed by—

(1) The offeror;

(2) Subcontractors; and/or

(3) Divisions, subsidiaries, or affiliates of the offeror under a common control.

RESUMES

Resumes shall be provided to the GSA Contracting Officer or the user ordering activity upon request.

INCIDENTAL SUPPORT COSTS

Incidental support costs are available outside the scope of this contract. The costs will be negotiated separately with the ordering activity in accordance with the guidelines set forth in the FAR.

APPROVAL OF SUBCONTRACTS

The ordering activity may require that the Contractor receive, from the ordering activity's Contracting Officer, written consent before placing any subcontract for furnishing any of the work called for in a task order.

DESCRIPTION OF IT PROFESSIONAL SERVICES AND PRICING

a. The Contractor shall provide a description of each type of IT Service offered under Special Item Number 54151S Information Technology Professional Services should be presented in the same manner as the Contractor sells to its commercial and other ordering activity customers. If the Contractor is proposing hourly rates, a description of all corresponding commercial job titles (labor categories) for those individuals who will perform the service should be provided.

b. Pricing for all IT Professional Services shall be in accordance with the Contractor’s customary commercial practices; e.g., hourly rates, monthly rates, term rates, and/or fixed prices, minimum general experience and minimum education.

See below for pricing and Labor category descriptions. All Prices include the 0.75% IFF.

LABOR CATEGORY DESCRIPTIONS – SIN 54151S

Subject Matter Expert Responsibilities: Oversees the implementation and maintenance of cybersecurity-related measures throughout the project, to protect the confidentiality, integrity, and availability of systems and data.

Establishes and documents cybersecurity policies in conformance with applicable Federal security laws, regulations, and guidelines, including but not limited to FISMA, FIPS, NIST publications, and OMB memorandums, as well as policies and guidelines published by federal agencies. Creates and maintains a system security plan and plans for data security (including encryption and treatment of sensitive or personally identifiable information), contingency planning (including backup and recovery), incident response, physical and online access control, vulnerability and penetration testing, anti-malware protection, configuration management, decommissioning of equipment, staff security training, and onboarding and offboarding of staff. Conducts Certification and Accreditation (C&A) activities and Continuing Security Assessments (CSAs), and responds to supplemental requests for security-related information. Plans, oversees, and tracks remediation for any Plans of Actions and Milestones (POA&Ms). Arranges suitable security awareness training and updates for program staff, including any agency-specific training prescribed for contractors. Works with other members of the security team and with project managers to have required security measures implemented on each project and confirms their implementation. Plans, conducts, reports on the outcomes of internal audits and interviews to verify that practices implementing required security measures are documented and are being followed. Plans for and tracks remediation of deficiencies discovered during audits and interviews. Reports to project management and corporate management about the state of the security profile and about concerns and issues as they arise.

Education and Experience: A Ph.D. in computer science, cybersecurity, information systems, business, or other pertinent discipline with at least 8 years of relevant work experience. A substitute requirement is to have a Master’s degree in computer science, cybersecurity, information systems, business, or other pertinent discipline with at least 12 years of relevant work experience. Certification by an industry recognized cybersecurity authority (i.e., ISC2 or SANS Institute) is strongly desired.

Analytics Principal Associate Responsibilities: Provides leadership for large, complex projects, leading teams of other senior research and/or technical staff in developing solutions. Provides technical advice to other senior staff. Applies knowledge of other related disciplines to develop novel solutions, encouraging creative and imaginative thinking in multi-disciplinary teams. Responsibilities include the following: plan and manage the work of information systems project teams; conceptual design and development of training curricula; work with agency officials to facilitate organizational change programs and realize business goals; lead clients through streamlining, re-engineering and transforming business processes; managing contracts; ensure consistency of quality across multiple projects.

Education and Experience: Ph.D. and a minimum of 15 years of relevant management and supervisory experience. A substitute requirement is to have a Master's degree and a minimum of 20 years of relevant management experience.

Analytics Senior Associate Responsibilities: Assumes responsibility for large, complex projects that requires extensive subject matter knowledge. Developments and/or directs others to develop innovative and creative solutions to problems, questions, and issues under supervision of senior management. Leads interactions with clients and other experts and supervises junior staff. Responsibilities include the following: plan and manage the work of information systems project teams; conceptual design and development of training curricula; work with agency officials to facilitate organizational change programs and realize business goals; lead clients through streamlining, re-engineering and transforming business processes; managing contracts.

Education and Experience: Ph.D. and a minimum of 10 years of relevant experience. A substitute requirement is to have a Master's degree and a minimum of 15 years of relevant management experience.

Analytics Associate Responsibilities: Applies strong analytical and technical skills to assist in implementing business solutions.

Responsibilities include the following: develop functional and technical information system designs;

supervise analysts in the development of software designs, computer programming, system testing or training curricula; lead business process redesign teams in the development of new business process architectures; design training programs for information system users; participate in quality reviews to ensure work complies with specified standards; develop team work plans; perform workflow analyses;

design and manage databases; define information system requirements; assist in project budget preparation.

Education and Experience: Ph.D. A substitute requirement is to have a Master's degree and a minimum of 5 years of relevant management experience.

Analytics Engineer III Responsibilities: Applies strong analytical and technical skills to assist in implementing business solutions.

Responsibilities include the following: document an agency program’s “as-is” business process flows;

design, code and test functional components of information systems according to project specifications;

identify and document functional requirements for information systems; develop project documentation and user training materials according to program specifications; conduct user training sessions; prepare communications plans; produce database extracts; provide technical support to software development teams; perform program management support tasks, such as status reporting and work plan maintenance.

Education and Experience: Master's degree and a minimum of 2 years. A substitute requirement is to have a Bachelor's degree and 5 years of relevant experience.

Analytics Engineer II Responsibilities: Assists senior staff on projects.