MAS - Development Institute LLC - 47QRAA20D001Z

Multiple Award Schedule (MAS)

Federal Supply Group: Professional Services

Federal Supply Service

Authorized Federal Supply Schedule 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 is available through GSA Advantage! ™, a menu-driven database system. Visit GSA Advantage! ™ at http://www.GSAAdvantage.gov.

Contract No.: 47QRAA20D001Z Contract Period: November 26th, 2019 – November 25th, 2029

For more information on ordering from Federal Supply Schedules, go to the GSA Schedules page at GSA.gov

CONTRACTOR: DEVELOPMENT INSTITUTE

LLC (dba Institute for Development Impact)

ADMIN HQ: 627 7th ST NE, Washington, DC 20002

CONTRACTOR CONTACT ADMINISTRATOR:

Dr. Emir Nurkic Kacapor; +1 202 431 6458;

admin@i4di.org www.i4di.org

BUSINESS SIZE: Small Business Price list current as of Modification

#PO-0008 effective November 26, 2024 http://www.gsaadvantage.gov/ http://www.i4di.org/

Table of Contents

Introduction

Customer Information

Contract Overview

Contract Use

Contract Scope

[SINs 541611/541611RC, 611430/611430RC, OLM/OLMRC]

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

611430 Professional and management Development Training

OLM – Order- Level Materials

Labor Category Descriptions

Labor Category Pricing

Introduction

Development Institute LLC dba Institute for Development Impact (hereinafter: I4DI) is a think+do tank dedicated to advancing a data-driven, systems approach to global sustainability. We do this by integrating strategic consulting, applied research, capacity building, and technology innovation to catalyze positive social and environmental impact.

I4DI is a mission driven institution that utilizes its strong competencies in user-centric, contextualized, and complexity aware design, applied research, monitoring, evaluation, and digital solutions development to improve development practice. Our diverse team sits at the nexus of knowledge and practice, offering integrated analytical, design, performance management, and organizational development services. The approaches we take center on agile and right-sized monitoring, evaluation, research, and learning processes that activate knowledge and generate trustworthy insights faster, allowing organizations to be nimble and manage adaptively. We pair our analytical services with proprietary, cutting-edge technology solutions to visualize data and create interactive reports suitable for various audiences and information needs. Our technical assistance services provide clients with specialized subject matter expertise, program management support, training and institutional capacity building, organizational learning, and impact and performance measurement systems development.

Over the past five years, I4DI has partnered with more than 50 organizations across all sectors of international development with clients ranging across the U.S. Government (including USAID, DOL), the World Bank, IFC, UNICEF, UNESCO, Governments of Norway, Finland and Holland and local governments like the District of Columbia, NGOs like World Vision, Pact International, Counterpart International, think tanks, foundations, universities and private sectors clients like Mars Inc. and Gap Inc.

We have a significant global reach thanks to our extensive and collaborative network, developed through I4DI’s past and current contracts and collaboration agreements throughout West, Central, and Southern Africa, South and East Asia, Eastern Europe, Latin America, and the US. Since our inception in 2014, we worked in 43 countries around the world, and are currently active in 14 (2019).

We invest in maintaining strong local ties to experts and organizations in all of these key markets.

As such, I4DI has 1043 associate consultants that come from 85 different countries across the globe, speak 199 different languages, and have an expertise in 19+ different sectors. This allows us to tackle complex challenges and leverage our global know-how in each service area with an intimate understanding of the local context. With such broad-based expertise and vast network of affiliated consultants, we are able to mobilize quickly and provide high quality consulting services all over the world. For more information about our consultant roster please visit: https://i4di.zen-o.org/public/consultants and for more information on I4DI, please visit our website at: www.i4di.org.

http://www.i4di.org/

Customer Information

Contract Overview

GSA awarded I4DI, a GSA Federal Supply Schedule contract for Multiple Award Schedule (MAS), Contract No. 47QRAA20D001Z. The current contract period is 11/26/2019 – 11/25/2024. GSA may exercise a total of plus three 5-year option periods. 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.

1a. Table of Awarded Special Item Numbers (SINs):

SIN Recovery SIN Description 541611 541611RC Management and Financial Consulting, Acquisition and Grants Management Support, and Business

Program and Project Management Services

611430 611430RC Professional and Management Development

Training

OLM OLMRC 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, or any other concession affecting price. Those 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. See Rate Table.

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 pages 6-21.

2. Maximum Order: $1,000,000

SIN Maximum Order

541611 $1,000,000

611430 $1,000,000

OLM $250,000

3. Minimum Order: $100

4. Geographic Coverage (delivery Area): Domestic and Overseas

5. Point(s) of Production: Same as company address

6. Discount from List Price: All prices herein are net (discounts already deducted)

7. Quantity (Volume) Discounts:

• 1% for task orders between $100,000.00 and $250,000.00; and

• 2% for task orders between $250,000.00 and $500,000.00; and

• 3% for task orders over $500,000.00.

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: Specified on the Task Order

10b. Expedited Delivery: Contact Contractor

10c. Overnight and 2nd Day Delivery: Contact Contractor

10d. Urgent Requirement: Contact Contractor

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

12a. Ordering Address: Same as Contractor

12b. Ordering Procedures: For supplies and services, the ordering procedures, information on

Blanket Purchase Agreements (BPA’s), and a sample BPA are found in Federal Acquisition

Regulation (FAR) 8.405-3.

13. Payment Address: Same as company address

14. Warranty Provision: Contractor’s standard 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: 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: Not Applicable

19. List of Service and Distribution Points: Not Applicable

20. List of Participating Dealers (if applicable): Not Applicable

21. Preventive Maintenance (if applicable): Not Applicable

22a. Special Attributes such as Environmental Attribute (e.g. recycled content, energy efficiency, or reduced pollutants): Not Applicable

22b. If applicable, indicate that Section 508 compliance information is available on

Electronic and Information Technology (EIT) supplies and services and show where full details can be found (e.g. contactor’s website or other location.) The EIT standards can be found at: www.Section508.gov/. Not applicable

23. Unique Entity Identifier (UEI) Number: HCQ6MWG3SK3

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

Development Institute LLC, DBA, Institute for Development Impact is registered in the System for Awards Management (SAMS) (www.SAM.gov) http://www.section508.gov/

Contract Use

This contract is available for use by all federal government agencies, as a source for Professional 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 with 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 variety 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-materials. The Special Item Numbers (SINs) available under the contract provide services across the full life cycle of a project. When task orders are placed, they must identify the SIN or SINs under which the task is being executed.

GSA provides a streamlined, efficient process for ordering the services you need. GSA has already determined that I4DI 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.

[SINs 541611/541611RC, 611430/611430RC, OLM/OLMRC]

Professional Services - Business Administrative Services

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

Services to be provided in this category include, but are not limited to, advice and assistance in support of an agency’s mission-oriented business functions; administrative and management issues.

Services covered by this SIN include:

Strategic and organizational planning, business process improvement, acquisition and grants management support, facilitation, surveys, research, evaluations, studies, analyses, scenarios/simulations, reports, business policy and regulation development assistance, strategy formulation, and expert witness services, assessment and improvement of financial management systems, financial reporting and analysis, due diligence in validating an agency’s portfolio of assets and related support services, strategic financial planning, financial policy formulation and development, special cost studies, actuarial services, economic and regulatory analysis, benchmarking and program metrics, and business program and project management.

I4DI’s Approach to Advisory Services: I4DI has a structured and responsive approach that allows it to execute effective advisory services. Our methodology is adaptive and centered on the client’s needs and client's environment. Our advisors are highly trained and able to provide technical expertise focused on best practices and to maintain necessary flexibility to adapt approaches to the context and change as the engagement develops. We are able to assemble technical advisory teams that are subject matter focused or multidisciplinary teams to perform all tasks needed to assess challenges, develop solutions, and improve organizations. We have experience in working with various types of organizations with complex structures, such as our work with the United States International Development Agency, U.S. Department of Labor, and various other international governments. Below is a brief description of our existing approach and resulting contributions. As a learning organization, we constantly strive to improve our approaches in accordance with the latest learning and industry developments. As new approaches and methodologies emerge, our current practice approaches will be modified to best serve our clients.

Research, Evaluations Studies, and Analytical Services: I4DI approaches studies, research, and evaluations through the use of a tailored, validated, mixed methods approach and techniques. We apply industry best practices in designing evaluative and research studies, using rigorous methodological and technical instruments. In developing analytical frameworks, we utilize Theories of Change, Human Centered Design principles, and structured evaluative criteria. Our teams have decades of collective experience designing research and evaluation studies, administering training programs, providing technical assistance in these areas, and conducting process, performance, and impact evaluations at the local, state, and federal levels for a wide range of public sector clients. Our experience also includes evaluating programs targeting at-risk and difficult to reach populations and strategic thinking about the best ways to access and analyze the information needed to address complex economic and social problems. Our technical teams and analytical approaches comply with industry technical and ethical standards.

Organizational Assessments: Our teams have decades of experience assessing the systems, processes and people competencies, including informal and formal relationships within an organization in order to understand how business is conducted. We have structured methodologies for organizational assessment and diagnostic tools that focus on key business issues to assess current organizational dynamics, operational bottlenecks, IT and communications support systems and other components, in order to understand and improve the day-to-day reality of the agency's workings and enable transformative changes.

Risk Assessments: Our risk assessment methodology is designed to assist agency leadership and management in understanding assumptions and associated risks with operations and programs. Our risk assessment process begins with defining cause and effect relationships, developing logic models inherent in business objectives, and determining how they are enabled by managerial strategies. We examine expectations and requirements of the core processes of the organization to determine business risk. Business risk is managed by the internal control environment put in place within the organization.

Facilitation and Change Management: I4DI utilizes facilitation and decision-making frameworks to benefit stakeholders and to save time and money invested in decision making processes. Our approach nurtures and establishes transparency and mutual trust between the different parties and provides tools that significantly minimize conflicts during the negation processes. We begin by defining clear steps to be followed in order to reach an agreement that will maximize the benefits to all parties involved and support the change management processes associated with implementing new direction. Our change management process supports leadership and management teams in preventing or minimizing problems and averting crises that can occur when major changes are implemented. Our change management and facilitation advisors are highly trained and able to assist management with decision making and leading teams through a successful transformation.

Program Integration and Project Management Services: include management or integration of programs and projects to include, but not limited to program management, program oversight, project management, and program integration of a limited duration. A variety of functions may be utilized to support program integration or project management tasks.

I4DI provides comprehensive program management services structured around industry best practices and guidelines for effective management and administration of projects and programs. Our main objective is to help teams design, validate, monitor, and implement projects while minimizing risk and uncertainties. We utilize continuous improvement methodologies and help clients establish management controls and procedures around a defined set of standard processes and techniques applicable to most projects.

We are versed in management support to complex programs consisting of multiple projects, as well as support to individual projects and their day-to-day directing and controlling of implementation inputs to produce outputs and designated outcomes. Our project management services will support agencies’ efforts by helping to create management excellence and improve program performance.

We utilize a program lifecycle approach, tailoring support services to unique needs of the project teams at the time of implementation, while also maintaining the big picture of the program direction and overall design. Our support services include working with clients to define the program or project's scope, develop Theories of Change and corresponding learning agendas, design a performance measurement framework, and place boundaries around the project. We assist project teams with setting up Project Management Information Systems and Monitoring and Evaluation plans, setting up activity schedule, and identifying and delineating roles and responsibilities of the project team. This helps to ensure that the client and the project team have the blueprint of the programs goals and change pathways, as well as a system to measure and adaptively manage performance.

We also provide support to project teams with knowledge management systems, establishing knowledge management procedures and knowledge governance structures. In addition, our support services include start-up and close-out support, project reporting and data visualization, and other administrative and operational support services necessary to help teams carry out business objectives.

Professional Services – Training

611430 Professional and Management Development Training

Services to be provided in this category include, but are not limited to, an array of short duration courses and seminars for management and professional development. Training for career development may be provided directly to individuals or through employers' training programs, and courses may be customized or modified to meet the special needs of customers. Instruction may be provided in diverse settings, such as the establishment's or agency's training facilities, and through diverse means, such as correspondence, television, the Internet, or other electronic and distance-learning methods. The training provided may include the use of simulators and simulation methods.

Services covered by this SIN include: Training Services that are instructor led Training or Web Based Training of Education Courses, Course Development and Test Administration, Learning Management, and Internships; Environmental Training Services in order to meet Federal mandates and Executive Orders; training of agency personnel to deal with media and media responses; Logistics Training Services related to system operations, automated tools for supply and value chain management, property and inventory management, distribution and transportation management, and maintenance of equipment and facilities; Audit & Financial training services related to course development and instruction required to support audit, review, financial assessment and financial management activities:

• Commercially available off-the-shelf training and/or educational courses that are delivered via an Instructor-led (i.e. traditional classroom setting or conference/seminar) and/or web- based

(i.e. Internet/Intranet, software packages and computer applications) system.

• Courses with a defined course title, length of time (i.e. hours, days, semesters, etc.), description of material to be taught (i.e. syllabi, table of contents, etc.), and whether materials are included in the price (i.e. books, pamphlets, software, etc.).

• Services in support of planning, creating, and/or executing testing and test administration, learning management, internship, or development of new courses or subject matter delivered via an instructor-led (i.e. traditional classroom setting or conference/seminar) and/or web-based (i.e. Internet/Intranet, software packages and computer applications) system.

• Customization services are the result of planning, creating, and/or executing a proprietary format and may be priced as a flat rate or as Labor/hours using professional labor categories

(i.e. Subject Matter Experts (SMEs), Program Managers, Project Managers, Research Assistant, Technical Specialist, etc.), subject matter(s), Systems requirements and methodology(ies) to be used should be stated.

I4DI is passionate about developing the capacity of learners to enable them to make positive and sustainable impact in their worlds. We work both domestically and internationally and as such, we have specific experience of working with learners whose first language is not English. We combine extensive knowledge of the government sector, face-to-face training experience and the latest technologies to create and deliver custom learning and e-learning solutions. We believe that making training or on-boarding experiences engaging and fun brings the best results—for the learner and integrate dynamic adult-learning content in each of our training packages. In addition to our years of experience and our acquisition of new knowledge, we use the following tools and techniques to craft learning solutions:

• Authoring Tools: Captivate 6, Adobe eLearning Suite, Articulate Storyline

• Learning systems: We have a proprietary Learning Management System (Zen-O Learn), but have expert knowledge of commercially available systems such as Moodle, LAMS, Learn Dash, SCORM, Experience API etc.

• Our Project management/Instructional Design includes: SDLC, Agile, ADDIE and SAM capabilities. I4DI implements a range of facilitation techniques that include: Dialogue

Education (Global Learning Partners); Technologies of Participation (Institute for Cultural

Affairs); Scenario Planning; Appreciative Inquiry; Future Search; Open Space Technology; Most

Significant Change evaluation processes; World Café; Town Meetings; Dialogue Circles and

Sustained Dialogue.

Our team, in addition to content and delivery experts includes a wide variety of talents to meet all the needs of our clients, including Instructional design, Graphic design, Video production, Voice talent, Web development, Illustration, Animation (Flash), Audio engineering. We recruit trainers both in the US and globally through an extensive vetting process. This enables us to provide best in class instructors for both classrooms based and e-learning training programs with relevant industry expertise. Using training evaluations, surveys, and other feedback methods, we monitor performance of our trainers and provide additional in-service capacity building and assistance support.

Miscellaneous - Complementary Special Item Numbers (SINs)

OLM – Order- Level Materials

OLMs are supplies and/or services acquired in direct support of an individual task or delivery order placed against a Schedule contract or BPA. OLM pricing is not established at the Schedule contract or BPA level, but at the order level. Since OLMs are identified and acquired at the order level, the ordering contracting officer (OCO) is responsible for making a fair and reasonable price determination for all OLMs.

OLMs are procured under a special ordering procedure that simplifies the process for acquiring supplies and services necessary to support individual task or delivery orders placed against a Schedule contract or BPA. Using this new procedure, ancillary supplies and services not known at the time of the Schedule award may be included and priced at the order level.

OLM SIN-Level Requirements/Ordering Instructions:

OLMs are:

• Purchased under the authority of the FSS Program

• Unknown until an order is placed

• Defined and priced at the ordering activity level in accordance with GSAR clause

552.238-115

• Special Ordering Procedures for the Acquisition of Order-Level Materials. (Price analysis for OLMs is not conducted when awarding the FSS contract or FSS BPA; therefore, GSAR

538.270 and 538.271 do not apply to OLMs)

• Only authorized for use in direct support of another awarded SIN.

• Only authorized for inclusion at the order level under a Time-and-Materials (T&M) or

Labor-Hour (LH) Contract Line-Item Number (CLIN)

• Subject to a Not to Exceed (NTE) ceiling price

OLM Pricing:

• Prices for items provided under the Order-Level Materials SIN must be inclusive of the

Industrial Funding Fee (IFF).

• The value of OLMs in a task or delivery order, or the cumulative value of OLMs in orders against an FSS BPA awarded under an FSS contract, cannot exceed 33.33%

Labor Category Descriptions

In the following position descriptions, unless otherwise called out, the following substitutions may be made for experience or degree: 1) Bachelor’s degree may be substituted for two years’ experience for those positions requiring a high school diploma, 2) Master’s degree may be substituted for three years’ experience for those positions requiring a high school diploma 3) Master’s degree may be substituted for one-year experience for those positions requiring a bachelor’s degree, 4) The equivalent of a bachelor’s degree is a high school diploma plus 5 years additional experience, 5) The equivalent of a master’s degree is a bachelor’s degree plus 5 years additional experience or a high school diploma plus 10 years additional experience.

Title: Analyst

Minimum Education: Bachelor’s degree.

Minimum Experience/Requirements:

At least (3) years of specialized experience. Conducts high quality work in a cost-effective manner. A commitment to service excellence both for internal as well as external customers. Good writing and communication skills. Effective task management. Works successfully with supervisors, colleagues and staff. Depending upon the nature of the task and the level of experience begins by working under close supervision and, over time, functions with greater independence, especially on routine tasks. Able to meet agreed upon deadlines. Listens well and follows directions. Work rarely needs corrections. Knows when to seek help from supervisors.

Functional Duties/Responsibilities:

Expertise and experience in research areas covering topics such as: questionnaire development, survey research, field management, data collection, data processing, data bases and data base management, applications programming, data analysis, secondary research techniques and technical writing. Alternatively, or complementarily may have subject matter expertise ranging from fields such as statistics and economics to substantive knowledge of a particular field in which I4DI specializes, e.g., education, health, trade, labor markets and employment, social safety net programs, agriculture programs, civil society development, community development, microenterprise, development, environment/natural resource management.

Title: Assistant Project Manager

At least (4) years of specialized experience in managing projects based on the

Federal Acquisition Regulations. Ability to interpret and monitor compliance with contract documents. Demonstrated ability work in teams and to communicate effectively with project staff. Experience with cross cultural activities. Project management certification is a plus.

Functional Duties/Responsibilities:

Establish project management plans and maintains project records, including collection of field work in appropriate data bases. Establish and maintain required financial records and reports relevant to each project. Manage project operations, provide training, monitor all work (including field work), evaluate their performance and make recommendations to the senior management for evaluation purposes.

Provide supervision support to staff working on assigned projects. Attend various meetings with the client and other related agencies, industry groups, public groups, and customers to ensure project success. Prepare monthly and quarterly reports as required. Assist in preparation and administration of all annual and project budgets, various reports and statistical information pertaining to all housing and related business. Develop and perform quality control measurements in the field.

Title: Associate

At least (5) years of specialized experience working in support of the Principal

Associate. The position requires experiences in both management and technical fields. Experience in relevant fields and managing task orders. Possesses knowledge of best practices in the management and control of personnel, funds and resources.

Requires competence in project development from inception to deployment and providing guidance.

Supports customer’s executive management team in a variety of capacities.

Conducts technical research using in the areas of strategic planning services, decision support services, education and training development, and organizational performance support. Collaborate with internal team members to design, scope and manage project requirements and provide budget information to principal associate. Develop support documentation including requirement specifications

Communicate with development team and ensure all members are on track with delegated tasks. Receive all malfunction reports and work with development team to resolve. Highlight potential risks or malfunctions and act proactively to resolve issues.

Title: Associate Programmer Analyst

Minimum Education: Bachelor’s degree (Computer Science, Information Systems or related field).

At least (5) years of specialized experience working in large scale, multi- platform data processing environments. Must possess experience in software development, maintenance, testing, and documentation in a multi-platform environment consisting of mainframe, (MVS), and other environments, micro and minicomputers, associated hardware, LANs and/or WANs, supporting administrative, mission and developmental software applications which are geographically dispersed and diverse in nature. The Associate Programmer Analyst must have a demonstrated background in oversight and supervision of personnel engaged in systems analysis and design.

In a support role, the Associate Programmer Analyst shall analyze IT related functional requirements and determine courses of action for applications of data processing techniques. The Analyst shall provide support in formulating responses to complex technical tasks, including capacity planning and contingency planning.

Title Contract Administrative Assistant Minimum Education Bachelor’s degree in business/ secretarial training or equivalent Minimum Experience/Requirements:

At least (2) years of specialized experience. Requires experience on Word processing, Excel spreadsheets, and micro-computer operation. Ability to use common microcomputer software packages for Word Processing e.g. Word, spreadsheets e.g., Excel, databases, graphics and desktop publishing applications.

Ability to follow through and to follow directions. Attention to detail. Knowledge of office administration, e.g., logging and control systems, filing, etc. Excellent communication skills. Ability to spell, use business math and correct and appropriate English grammar.

Work is generally of a critical or confidential nature and requires a broad working knowledge of departmental and Company practices, policies, programs, and product lines. Perform advanced secretarial and complex administrative duties to support contracts such as tracking contract budget over time. Compile and analyze information; prepare reports; manuals, agendas, correspondence and memoranda as required to support the contract. Answer mail and a variety of inquiries. Follow- up with other departments to ensure that requests are carried out and information is coordinated. Arrange and make notification of appointments and travel reservations/arrangements. Answer telephone calls tactfully handle inquiries and transfer call to appropriate party. Check and process expense reports. Plan layout of reports and statistical tables. Operate general office equipment such as typewriter, computer, copier, calculator, fax machine or other similar machines. Interface with other secretaries and administrative assistants to share and coordinate workload.

Title: Contract/Grants Administrator Minimum Education: Bachelor’s degree in field related to finance or business

At least (5) years of specialized experience. Knowledge of federal/state/private agencies' regulations/procedures applicable to grants, contracts, and ethical conduct of research Familiar with a variety of the field's concepts, practices, and procedures. Ability to review contractual documents; understanding of contract law;

significant knowledge of contract pricing and price analyses techniques. Relies on extensive experience and judgment to plan and accomplish goals. Performs a variety of tasks. May lead and direct the work of others. Outstanding communication skills (written and oral) with the ability to successfully interact at all levels of a matrix organization; ability to develop relationships with all levels of the organization. Computer proficiency with MS Office application experience, including

Word, Excel, Project and PowerPoint; detailed understanding and use of database technologies helpful. Ability to lead conflict resolution and manage difficult situations in a professional manner; effective problem solver. Extensive organizational and time management skills required.

Prepares proposals, negotiates contracts, and administers commercial and government contracts in accordance with company policies and legal requirements.

Assist in conducting legal and financial reviews of grant/contract proposals and/or awards prior to grant submission and account establishment; assist in reviewing and interpreting terms and conditions and recommend changes as necessary to ensure compliance. Assure the maintenance of records as required to support internal and external audits; manage contract-related data and generate reports as required. Negotiate all routine grant/contract awards and/or review for compliance.

Recommend acceptance or rejection of grant/contract awards, terms for compliance and approve charges consistent with terms and conditions of awards. Obtain sponsor approvals as required. Performs in a cross- functional role for other business elements, e.g. finance, law, operations. Supervise staff responsible for assisting in grant and contract administration as assigned. Provides guidance and leadership to cross- functional operational and technical team members. Prepare certifications and representations on behalf of the company. May provide training in assigned grant and contract areas. Assist with site inspections by external agencies and/or financial review by auditors.

Title: Facilitator/Training Specialist Minimum Education: Advanced degree: MBA, M.A.

At least (8) years of specialized experience. Customer service, team building, Performance Measurement, benchmarking; evaluation. Strategic Planning, Quality

Management, Change Management, Business Process Reengineering, Process

Improvement, and advanced communication skills.

Demonstrated capability in convening and leading both large and small group discussions for working groups, teams, etc. Demonstrated capability to convene and facilitate conferences. Demonstrated capability to facilitate stakeholder consultations. Demonstrated capability in the use of problem-solving techniques, resolving disputes, disagreements, and divergent views. Able to focus decision-making among group members. Advises on overall meeting planning, development and refinement of agenda with client input, provides or advises on logistics and conference support. Provides or arranges for recording of discussion content.

Prepares draft and final reports for discussion.

Title: Functional Specialist I

Minimum Experience/Requirements:

At least (5) years of demonstrated, specialized experience relevant to strategy consulting, such as human resources, finance, marketing, information technology or continuous improvement. Experience includes high level functional management, leadership and oversight roles of research, development, distribution, process improvement, marketing, public relations etc.

Functional Specialist I possess a strong foundation of strategic consulting expertise and specialized knowledge in the areas of strategy formulation and implementation. Functional Specialist I are qualified to perform such tasks as: 1)

Lead project teams to develop strategic solutions for client organizations; 2) Create workplans, and define research tasks in the area of strategy formulations and implementation strategy; 3) Create models of business and technology scenarios and assist in interpreting results; 4) Use structured problem solving frameworks to define, analyze and develop alternative solutions to business problems; 5)

Participate in strategic vision creation for client organizations.

Title: Functional Specialist II

At least (8) years of demonstrated, specialized experience relevant to strategy consulting, such as human resources, finance, marketing, information technology or continuous improvement. Experience includes high level functional management, leadership and oversight roles of research, development, distribution, process improvement, marketing, public relations etc.

Functional Specialist II possesses a strong foundation of strategic consulting expertise and specialized knowledge in the areas of strategy formulation and implementation. Functional Specialist II are qualified to perform such tasks as: 1)

Lead project teams to develop strategic solutions for client organizations; 2) Create workplans, and define research tasks in the area of strategy formulations and implementation strategy; 3) Create models of business and technology scenarios and assist in interpreting results; 4) Use structured problem solving frameworks to define, analyze and develop alternative solutions to business problems; 5)

Participate in strategic vision creation for client organizations.

Title: Information Management Specialist I

Minimum Education: Bachelor’s degree (Computer Science, Information Systems or related field)

Minimum Experience/Requirements:

At least (4) years of demonstrated performance in related technology, especially in data processing functions and general management principle that enables the understanding of the stage required to automate a work process.

Create, update, administer and maintain customized data systems. Manage data input, including overseeing data collection and input. Education development of instructional tools for use in an integrated technology environment.

Research/recommend equipment and software purchases for project needs. Train staff on the use of equipment and programs as needed. Serve as a resource for future technology planning.

Title: Information Management Specialist II Minimum Education: Advanced degree: M.A.

Minimum

Experience/Requirements:

At least (8) years of demonstrated performance in related technology, especially in data processing functions and general management principles that enables the understanding of the stages required to automate a work process.

Create, update, administer and maintain customized data systems. Manage data input, including overseeing data collection and input. Educational development of instructional tools for use in an integrated technology environment.

Research/recommend equipment and software purchases for project needs. Train staff on the use of equipment and programs as needed. Serve as a resource for future technology planning.

Title: M&E Specialist I Minimum Education: Bachelor’s degree: B.S. in social sciences, economics or related field

At least (5) years of specialized experience in social or behavioral sciences, community development, youth development, education, public policy, health, housing, gender. Particular interest/concern with social and economic issues affecting underserved populations, especially focusing on causes and consequences of disparities due to poverty, culture and ethnicity. Training and experience in quantitative and qualitative social science research methods (survey, interviews, focus groups, document content analysis, lit reviews, etc.). Strong writing skills.

Strong interpersonal skills, instrument design and development. Experience working with low-income populations and culturally diverse population groups highly desirable.

Assist with the design and implementation of all phases of social science research and evaluation projects. Assist with the design and development of survey tools and instruments, surveys, focus group and in-depth interview guides. Lead or assist with quantitative and qualitative data collection in the field. Quantitative and qualitative data management, data coordination and data analysis. Lead or assist with the writing research reports, literature reviews, white papers, policy briefs, and evaluation findings reports. Lead or assist with overall project management, developing project implementation plans, develop and track project budgets. Lead or assist with the development and delivery of presentations to communicate research and evaluation findings to different audiences.

Title: M&E Specialist II/Evaluator

At least (8) years of specialized experience in at least three of the following applied social research fields; education, youth development, labor, sociology, demography, environmental science, nutrition, economics, health economics, agriculture or alike, with particular emphasis on their relevance to international and domestic social, economic, health and human services programs. Demonstrated ability to plan, manage, and implement all technical, fiscal and administrative components of complex, evaluation and research projects. Demonstrated ability to prepare concise, pragmatic evaluation reports that can be utilized by practitioners to guide program planning and implementation. Demonstrated ability to organize and effectively communicate research results to a variety of applied and academic audiences.

Provide technical direction and guidance in applied research monitoring and evaluation services in a range of substantive areas, for a range of clients domestically and internationally. Contribute to the successful delivery and technical quality of M&E activities. Serve as a technical expert in evaluation methodology on a range of evaluations projects. Promote the development and introduction of evaluation innovations. Able to apply structured analytical methods to evaluate and improve existing and new programs and services and recommend to internal management how to increase cost effectiveness, quality and efficient use of resources. Analyze program/project performance and identify and recommend ways and means to reduce costs of operations while increasing service, timeliness, and quality.

Title: Management Consultant I Minimum Education: Bachelor’s degree: B.S. or B.A.

At least (5) years of specialized experience relevant to strategy consulting.

At least 2 years’ experience with governments, a demonstrated ability to provide guidance and direction for specific projects or subtasks, and increasing responsibility in the design, implementation, and management of projects.

Functional Duties/Responsibilities

Management Consultant I possess a strong foundation of strategic designs and specialized knowledge in the areas of implementation strategic business solutions.

Management Consultant I is qualified to perform such tasks as: 1) Lead project teams to implement analysis for client organizations; 2) Create work plans and define tasks in the area of strategic implementation teams; 3) Provide detailed analysis of solution requirements; 4) Use structured problem solving frameworks to define, analyze, and develop alternative solutions to business problems; and 5)

Develop solution implementation roadmaps.

Title: Management Consultant II

At least (8) years of specialized experience relevant to strategy consulting. At least 4 years’ experience with governments, a demonstrated ability to provide guidance and direction for specific projects or subtasks, and increasing responsibility in the design, implementation, and management of projects. Management Consultant II are able to interface with the client on a day-today basis and support the completion of project-specific tasks within estimated time frames and budget constraints. They also support presentations and client meetings.

Management Consultant II possesses a strong foundation of strategic designs and specialized knowledge in the areas of implementation strategic business solutions.

Management Consultant II are qualified to perform such tasks as: 1) Lead project teams to implement analysis for client organizations; 2) Create work plans and define tasks in the area of strategic implementation teams; 3) Provide detailed analysis of solution requirements; 4) Use structured problem-solving frameworks to define, analyze, and develop alternative solutions to business problems; and 5)

Develop solution implementation roadmaps.

Title: Management Specialist I Minimum Education: Bachelor’s degree and combination of relevant experience

At least (5) years of specialized experience relevant to strategy consulting.

Management Specialist I have a broad skill set to manage multiple areas of business operations, overseeing functional specialists. Management Specialist I possess solid understanding of most areas of a business and has expertise in at least one specific are relevant to task.

Management Specialist I apply their strong analytical and communication skills to support strategy teams. Management Specialist I is qualified to perform such tasks as: 1) Provide detailed analysis of business or mission areas; 2) Assist in strategic vision creation; 3) Create models of business and technology scenarios and assist in interpreting results; 4) Use structured problem solving frameworks to define, analyze and develop alternative solutions to business problems; 5) Perform economic analyses to assess the impact of reorganizations initiatives.

Title: Management Specialist II

At least (8) years of specialized experience relevant to strategy consulting.

Management Specialist II has a broad skill set that allows them to manage multiple areas of business operations, overseeing functional specialists. Management

Specialist II possess advanced understanding of most areas of a business and has expertise in at least one specific are relevant to task.

Management Specialist II applies their strong analytical and communication skills to support strategy teams. Management Specialist II is qualified to perform such tasks as: 1) Provide detailed analysis of business or mission areas; 2) Assist in strategic vision creation; 3) Create models of business and technology scenarios and assist in interpreting results; 4) Use structured problem-solving frameworks to define, analyze and develop alternative solutions to business problems; 5) Perform economic analyses to assess the impact of reorganizations initiatives.

Title: Principal Associate

At least (15) years of specialized experience working as an executive responsible for leadership of an organization. The position requires demonstrated leadership ability, and extensive experiences in both management and technical fields. Experience in relevant fields and experience managing task orders or groups of task orders.

Possesses expert knowledge of best practices in the management and control of personnel, funds and resources for multi- task information system projects.

Requires competence in project development from inception to deployment and providing guidance.

Serves as senior advisor/analyst to customer’s executive management team in a variety of capacities. Develops and applies advanced techniques for business process reengineering, strategic planning services, decision support services, education and training development, and organizational performance support.

Directs completion of tasks within estimated time frames and budget constraints.

Schedules and assigns duties to subordinates and subcontractors and ensures assignments are completed as directed. Enforces work standards and reviews/resolves work discrepancies to ensure compliance with contract requirements. Interfaces with internal and Government management personnel.

Reports to internal and Government management.

Title: Programmer Analyst

Minimum Education: Bachelor’s degree (Computer Science, Information Systems or related field)

At least (5) years of specialized experience working in large scale, multi-platform data processing environments. Must possess experience in software development, maintenance, testing, and documentation in a multi-platform environment consisting of mainframe, (MVS), and other environments, micro and mini-computers, associated hardware, LANs and/or WANs, supporting administrative, mission and developmental software applications which are geographically dispersed and diverse in nature.