MAS - Tterry Consulting LLC - 47QRAA19D005L

GENERAL SERVICES ADMINISTRATION

Federal Acquisition Service Authorized Federal Supply Schedule FSS Price List

On-line access to contract ordering information, terms and conditions, pricing, and the option to create an electronic delivery order are available through GSA Advantage!®. The website for GSA Advantage!® is:

https://www.GSAAdvantage.gov.

Schedule title: Multiple Award Schedule (MAS) Federal Supply Category: Professional Services

Contract Number: 47QRAA19D005L

Contract Period: March 10, 2019 – March 9, 2029

Price list current as of Modification # PS-A883 effective June 19, 2024

Contractor: TTerry Consulting, LLC DBA The Terry Group 130 E Randolph St, Suite 2810 Chicago, IL 60601 6207

Telephone: 312-574-1502 FAX Number: 312-574-1519 Web Site: www.terrygroup.com Contract Administration: Carol Navin E-mail: carol.navin@terrygroup.com

Business Size: Small Business

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

CUSTOMER INFORMATION:

1a. Table of Awarded Special Item Number(s) with appropriate cross reference to item descriptions and awarded price(s):

SIN SIN Title 541611 and

541611 RC

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

OLM Order Level Materials

1b. Identification of the lowest priced model number and lowest unit price for that model for each special item number awarded in the contract. This price is the Government price based on a unit of one, exclusive of any quantity/dollar volume, prompt payment discounts, or any other concession affecting price. Contracts that have unit prices based on the geographic location of the customer, should show the range of the lowest price, and cite the areas to which the prices apply. Not Applicable

1c. If the Contractor is proposing hourly rates, a description of all corresponding commercial job titles, experience, functional responsibility, and education for those types of employees or subcontractors who will perform services shall be provided. If hourly rates are not applicable, indicate “Not applicable” for this item. See paragraph 25 below for hourly rates and labor category descriptions.

2. Maximum Order: $1,000,000.00

3. Minimum Order: $100.00

4. Geographic Coverage (delivery area): Domestic Only

5. Point(s) of production (city, county, and state or foreign country): Same as company address

6. Discount from list prices or statement of net price: Government net prices (discounts already deducted)

7. Quantity discounts: 1% volume discount for orders over $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 (list items by country of origin): None

10a. Time of Delivery (Contractor insert number of days): Specified on the Task Order

10b. Expedited Delivery: Items available for expedited delivery are noted in this price list. Contact Contractor

10c. Overnight and 2-day delivery. Contact Contractor

10d. Urgent Requirements. Agencies can contact Contractor to effect a faster delivery: Contact Contractor

11. F.O.B Point (s): Destination

12a. Ordering Address(es): Same as company address

12b. Ordering procedures: See Federal Acquisition Regulation (FAR) 8.405-3.

13. Payment address(es): Same as company address

14. Warranty provision.: Contractor’s standard commercial warranty

15. Export Packing Charges (if applicable): Not Applicable

16. Terms and conditions of rental, maintenance, and repair (if applicable): 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 (if applicable): 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. If applicable, indicate that Section 508 compliance information is available for the Information and Communication Technology (ICT) products and services offered and show where full details can be found (e.g. contactor’s website or other location.) ICT accessibility standards can be found at:

https://www.Section508.gov/. Not Applicable

23. Unique Entity Identifier (UEI) number: CN7BTGTDJBG8

24. Notification regarding registration in System for Award Management (SAM) database: Registered and active in SAM

25. Final Pricing:

The rates shown below include the Industrial Funding Fee (IFF) of 0.75%.

Labor Categories Pricing Item SIN Awarded Labor Category Site GSA Price 1 541611 Analyst I Both $168.77 2 541611 Analyst II Both $253.15 3 541611 Analyst III Both $286.90 4 541611 Actuary I Both $438.79 5 541611 Actuary II Both $472.54 6 541611 CEO Both $633.40 7 541611 Principal Both $506.30

LABOR CATEGORY DESCRIPTIONS

Analyst I Description: Possesses strong analytical and organizational skills to perform modeling and data analysis projects with minimal supervision. Utilizes data-driven models and programs. Prepares analysis, reports and client exhibits. Performs self-review of work product. (actuarial, financial, analysis) Minimum Education: Bachelors Minimum Experience: 1 year

Analyst II Description: Possesses strong analytical, organizational and communication skills to perform modeling and data analysis projects independently. Updates and utilizes data-driven models and programs. Prepares analysis, reports and client presentations. Manages multiple projects, reviews work of more junior staff and participates in client discussions and meetings. (actuarial, financial, analysis) Minimum Education: Bachelors Minimum Experience: 4 years

Analyst III Description: Possesses depth and breadth in one or more areas of employee benefits and retirement industry planning, finance and administration. Capable of reviewing analysis, reports and client presentations. Manages multiple projects. Reviews work of more junior team members and applies own judgment and expertise. Leads client projects including setting timelines, communicating project status, preparing and reviewing work and presenting results. Manages own work flow and coordinates work of more junior team members. (actuarial, financial, analysis) Minimum Education: Bachelors Minimum Experience: 8 years

Actuary I Description: Possesses depth and breadth in multiple areas of employee benefits and retirement industry strategy, planning, finance and administration. Possesses considerable experience in complex project management and organizational development. Leads overall client relationships and strategy including assisting clients in defining scope of work, contracting, and the delivery of services. Responsible for directing and managing workflow for the team and ensuring appropriate quality review. Responsible for actuarial services related to retirement. (actuarial, financial, analysis) Minimum Education: Bachelors Minimum Experience: 18 years Certifications: ASA, EA

Actuary II Description: Possesses depth and breadth in multiple areas of employee benefits and retirement industry strategy, planning, finance and administration. Possesses considerable experience in complex project management and organizational development. Experienced in advising on matters pertaining to large, complex systems. Leads key client relationships and strategy. Manages scope of work, contracting and delivery of services. Acts in the capacity of actuarial leadership and new business development. Responsible for directing overall workflow management and ensuring appropriate quality review. Provides innovation, thought leadership and problem solving to organizations. Responsible for actuarial services related to retirement. (actuarial, financial, analysis) Minimum Education: Bachelors Minimum Experience: 22 years Certifications: FSA, MAAA, EA

Principal Description: Possesses deep actuarial and analytical expertise and experience applying it across a wide range of client organizations and projects in the retirement area. Responsible for actuarial technical leadership.

Contributes to overall business strategy, develops and leads new business activity, implementation and ongoing management. Experienced in advising on matters pertaining to large, complex systems. Guides cross-functional teams through complex analysis and decision-making processes. Identifies and develops advanced modeling techniques to a broad range of risk management challenges. Facilitates the development, implementation and achievement of strategic business goals and objectives. (actuarial, financial, analysis) Minimum Education: PhD Minimum Experience: 16 years Certifications: FSA, MAAA, EA

CEO

Description: Overall lead for the firm. Acts as a leading actuary to bridge the gap between modern analytics and cutting-edge actuarial science, for both traditional and non-traditional industries and applications. Acts as a strategist working with client organizations, bringing exceptional resources to bear in helping solve the most complex problems across a broad spectrum of projects including actuarial analysis and data analytics. Active leader in the actuarial profession in the U.S. and internationally. (actuarial, financial, analysis) Minimum Education: Masters Minimum Experience: 40 years Certifications: FSA, MAAA, EA

Substitutions:

1) In any case where a PhD is specified, six years of directly related job experience (in addition to Bachelor’s degree) may be substituted.

2) In any case where a Master’s Degree is specified, two years of directly related job experience (in addition to

Bachelor’s degree) may be substituted.

3) In any case where a Bachelor’s Degree is specified, 4 years directly related job experience may be substituted.

4) In any case where an Enrolled Actuary (EA) is specified, 1-year equivalent dedicated subject matter and directly related job experience may be substituted.

Service Contract Act: The Service Contract Labor Standards (SCLS) are applicable to this contract as they apply to the entire 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 CRF 541.300), this contract still maintains the provisions and protections for SCLS 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.