MAS - Integrated Management Strategies LLC - 47QRAA21D000F

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GENERAL SERVICES ADMINISTRATION

Federal Acquisition Service

Authorized Federal Supply Schedule FSS Price List

Integrated Management Strategies, LLC 8000 Towers Crescent Dr, FL 13-1399A

Vienna, VA 22182-6211

(P) 703-282-2549 | (F) 703-385-1352 www.im-strategies.net Contract Administrator: Ambreen Javed, ajaved@im-strategies.net

Contract Number: 47QRAA21D000F Contract Period: November 2, 2025 – November 1, 2030

Business Size: Small-8(a), SDB, EDWOSB

Schedule Title: Multiple Award Schedule

Federal Supply Group: Professional Services & Information Technology

Price list current as of Modification PS-0029, effective June 25, 2025.

Online 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.

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

Prices Shown Herein are Net (discount deducted) https://www.gsaadvantage.gov/ https://www.gsa.gov/schedules

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CUSTOMER INFORMATION:

1a. Table of Awarded Special Item Number(s) with appropriate cross-reference to page numbers:

SIN SIN Description 54151S/54151SRC Information Technology Professional Services

541611/541611RC

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

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 pricing beginning on page 4.

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 Labor Category Descriptions beginning on page 6.

2. Maximum Order: For SIN 54151S – $500,000 For SIN 541611 – $1,000,000 For SIN OLM – $250,000

3. Minimum Order: $100.00

4. Geographic Coverage: Worldwide

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

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

7. Quantity discounts: None

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

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10c. Overnight and 2-day delivery: Items available for expedited delivery are noted in this price list.

Contact Contractor

10d. Urgent Requirements: Contact Contractor

11. F.O.B Points: Destination

12a. Ordering Address: Integrated Management Strategies LLC 8000 Towers Crescent Dr, FL 13-1399A Vienna, VA 22182-6211

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

13. Payment address (is): Integrated Management Strategies LLC 8000 Towers Crescent Dr, FL 13-1399A Vienna, VA 22182-6211

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

15. Export Packing Charges: N/A

16. Terms and conditions of rental, maintenance, and repair: N/A

17. Terms and conditions of installation: N/A

18a. Terms and conditions of repair parts: N/A

18b. Terms and conditions for any other services: N/A

19. List of service and distribution points: N/A

20. List of participating dealers: N/A

21. Preventive maintenance: N/A

22a. Environmental attributes, e.g., recycled content, energy efficiency, and/or reduced pollutants: N/A

22b. If applicable, indicate that 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:

https://www.Section508.gov/ & www.im-strategies.net

23. Unique Entity Identifier (UEI) Number: SMJKRNM9VH5

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

Integrated Management Strategies LLC is registered and active at SAM.gov.

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GSA Hourly Rates (w/IFF)

SIN Labor Category

Year 5 11/02/2024

11/01/2025

Year 6 11/02/2025

11/01/2026

Year 7 11/02/2026

11/01/2027

Year 8 11/02/2027

11/01/2028

Year 9 11/02/2028

11/01/2029

Year 10 11/02/2029

11/01/2030

54151S IT Program Evaluator I $91.77 $93.87 $96.03 $98.24 $100.49 $102.80

54151S IT Program Evaluator II $120.17 $122.92 $125.75 $128.64 $131.61 $134.63

54151S IT Program Manager $158.41 $162.06 $165.78 $169.59 $173.49 $177.48

54151S IT Project Analyst I $109.25 $111.76 $114.33 $116.96 $119.65 $122.40

54151S

SME

Software Quality Assurance Engineer and Tester

$131.04 $134.06 $137.14 $140.29 $143.52 $146.82

541611 Lead Auditor $48.62 $49.74 $50.89 $52.06 $53.26 $54.49

541611 Management Analyst I $101.86 $104.20 $106.60 $109.05 $111.56 $114.13

541611 Management Analyst II $117.99 $120.70 $123.48 $126.32 $129.22 $132.19

541611 Program Evaluator I $91.77 $93.87 $96.03 $98.24 $100.49 $102.80

541611 Program Evaluator II $120.17 $122.92 $125.75 $128.64 $131.61 $134.63

541611 Program Manager $158.41 $162.06 $165.78 $169.59 $173.49 $177.48

541611 Project Advisor $91.02 $93.12 $95.26 $97.45 $99.69 $101.98

541611 SME

Procurement $112.97 $115.57 $118.23 $120.95 $123.73 $126.57

54151S, 541611

Admin Support Service

$72.41 $74.08 $75.78 $77.52 $79.30 $81.13

54151S, 541611

Business Analyst $85.61 $87.58 $89.59 $91.66 $93.76 $95.92

54151S, 541611 Data Analyst $110.84 $113.39 $116.00 $118.67 $121.40 $124.19

54151S, 541611

Junior Program Manager

$137.62 $140.79 $144.02 $147.34 $150.72 $154.19

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SIN Labor Category

Year 5 11/02/2024

11/01/2025

Year 6 11/02/2025

11/01/2026

Year 7 11/02/2026

11/01/2027

Year 8 11/02/2027

11/01/2028

Year 9 11/02/2028

11/01/2029

Year 10 11/02/2029

11/01/2030

54151S, 541611

Project Director $120.99 $123.77 $126.62 $129.53 $132.51 $135.56

54151S, 541611

Project Manager $128.33 $131.28 $134.31 $137.40 $140.56 $143.80

54151S, 541611

Senior Business Analyst

$103.55 $105.92 $108.36 $110.85 $113.40 $116.01

54151S, 541611

Senior CPIC Specialist $128.33 $131.28 $134.31 $137.40 $140.56 $143.80

54151S, 541611 TBM Analyst $111.58 $114.15 $116.78 $119.47 $122.22 $125.03

54151S, 541611

Technical Writer II $61.31 $62.72 $64.16 $65.63 $67.14 $68.69

54151S, 541611

Technical Writer III $70.85 $72.48 $74.15 $75.85 $77.59 $79.38

Service Contract Labor Standards: The Service Contract Labor Standards (SCLS) are applicable to this contract as it applies to the entire Consolidated MAS 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.

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Labor Category Descriptions

SIN 54151S

IT Program Evaluator I Functional Responsibilities: The Information Technology (IT) Program Evaluator I manages and evaluates IT programs for engineering, environmental, government military, public health, technology, and other client agencies/organizations. Determines IT program objectives; develops work plan to implement an evaluation study; conducts assessment, measurement, and/or educational evaluations;

delivers effective communication and presentation of results; conducts assessment methodology; and performs educational research design and student learning outcomes.

Minimum Education: Bachelors Minimum Relevant Experience: 2 years

IT Program Evaluator II Functional Responsibilities: The IT Program Evaluator II manages and evaluates programs for engineering, environmental, government military, public health, technology, and other client agencies/organizations. Determines program objectives; develops work plan to implement an evaluation study; conducts assessment, measurement, and/or educational evaluations; delivers effective communication and presentation of results; conducts assessment methodology; and performs educational research design and student learning outcomes.

Minimum Education: Bachelors Minimum Relevant Experience: 5 years

IT Program Manager Functional Responsibilities: The IT Program Manager has management responsibility over several functional work units within the organization. Serves as the expert in the units functional discipline area (s), providing management of the technical resources to meet the demands of the task assignment(s), and is responsible for building the work unit or departments technical capability and staff. Implements, analyzes, and reports performance measures. Conducts training on assigned functional disciplines.

Responsible for the quality of the technical products produced by Project Managers (PMs) and staff, reviews the technical products and provides technical direction to the task members in the technical unit and supports Program/PMs from other programs for multi-discipline tasks. Provides written and verbal reporting/presentations as needed.

Minimum Education: Bachelors Minimum Relevant Experience: 5 years

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IT Project Analyst I Functional Responsibilities: The IT Project Analyst I leads the project or multiple tasks and retains overall responsibility for performance including cost, schedule, deliverables, and contractual compliance. Provides the interface to the customer and other project leaders. May work under a Program Manager for multiple projects. Identifies, acquires, and utilizes company resources to achieve project objectives. Establishes priorities task assignments and completion. Ensures quality and productivity standards are maintained while meeting project/client deadlines and budget constraints.

Serves as the client liaison on all project matters. Performs a Quality Assurance (QA) role to ensure timely delivery of all deliverables, and compliance with government regulations, codes, and 1102 CO company policies and procedures. Works with the technical experts and the program office to verify project milestones are reflected in the contractual documents and project plan. Assists in the development of independent cost estimates.

Minimum Education: Bachelors Minimum Relevant Experience: 4 years

SME Software Quality Assurance Engineer and Tester Functional Responsibilities: Provides Test and Evaluation (T&E) support to ensure the multiple components work as intended end-to-end. Assists in initiating technical oversight guidance in support of customer. Develops new testing and evaluation processes and policy that could increase efficiencies in existing testing harnesses through automation to optimize existing standards and processes. Develops test standards and provide oversight to test implementation. Monitors and reviews evaluation results by examining evaluation reports, conducting audits on final T&E reports and document findings. Prepares T&E validation reports. Details test and evaluation activities over a program’s life cycle that identifies evaluation criteria and articulates the necessary resources needed for mission accomplishment.

Validates architecture, verifies compliance, ensures compatibility with partners, validates dataflow, and assesses performance of systems/components. Experience in software development, Object Oriented Programming, C, C++, Java, J2SE, XML, Visual Basic Suite including Visual Source Safe, J Builder, Windows Development Environment, Windows Client, and/or other commonly used programming languages.

Minimum Education: Bachelors Minimum Relevant Experience: 5 years

Experience & Degree Substitution Equivalencies Relevant experience exceeding the minimum shown may be substituted for education. Likewise, education exceeding the minimum shown may be substituted for experience.

Standard Qualifications Substitution

Labor Category Min Edu Min Exp PhD Masters Bachelors Associates High School

IT Program Evaluator I Bachelors 2 0 0 N/A 4 6 IT Program Evaluator II Bachelors 5 1 3 N/A 7 9 IT Program Manager Bachelors 5 1 3 N/A 7 9 IT Project Analyst I Bachelors 4 0 2 N/A 6 8

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Labor Category Min Edu Min Exp PhD Masters Bachelors Associates High School

SME Software Quality Assurance Engineer and Tester

Bachelors 5 1 3 N/A 7 9

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SIN 541611

Lead Auditor Functional Responsibilities: The Lead Auditor is responsible for planning comprehensive audits of programs, including defining audit scope, objectives, and timelines to ensure effective evaluation of program adherence to standards. Ensures programs comply with relevant regulations, standards, and guidelines, staying informed about changes in healthcare regulations and adjusting audit protocols accordingly. Conducts thorough audits of programs, reviewing documentation, observing training sessions, and interviewing program staff to assess compliance with established protocols, curriculum requirements, and quality standards. Reviews program documentation, participant records, and training materials to verify accuracy, completeness, and alignment with organization guidelines and standards.

Implements quality assurance measures during audits to ensure the integrity and effectiveness of programs, identifying areas for improvement and providing recommendations for corrective action.

Provides training and guidance to program staff on compliance requirements, quality standards, and best practices, supporting continuous improvement in program delivery. Analyzes audit findings, identifies trends, and prepares comprehensive reports detailing the results of program audits, including areas of compliance and opportunities for enhancement. Communicates audit findings and recommendations to program leadership, stakeholders, and regulatory bodies, facilitating transparent and constructive dialogue to address compliance issues and improve program quality. Identifies potential risks and issues within programs, developing risk mitigation strategies and contingency plans to ensure ongoing compliance and program effectiveness. Collaborates with programs to implement continual improvement initiatives based on audit findings, supporting the enhancement of program quality, participant outcomes, and overall effectiveness. Ensures programs adhere to established standards for diabetes self-management education, including content, delivery methods, and participant support, promoting consistency and excellence across programs. Collaborates with relevant regulatory bodies and organizations to stay updated on guidelines and requirements, advocating for program improvements, and participating in industry initiatives. Maintains confidentiality and ethical standards in the audit process, respecting sensitive information related to program participants, staff, and organizational practices. Engages in continuous professional development to stay current on education trends, audit methodologies, and regulatory changes, ensuring expertise in the evolving landscape.

Minimum Education: Bachelors Minimum Relevant Experience: 6 years

Management Analyst I Functional Responsibilities: The Management Analyst I applies specific and diversified knowledge of management principles and practices in an assigned management area. Provides direct support to consultants and other senior personnel conducting consulting activities including creativity and sound judgment involving unusual and complex management and operational problems.

Minimum Relevant Experience: 3 years

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Management Analyst II Functional Responsibilities: The Management Analyst II applies specific and diversified knowledge of management principles and practices in an assigned management area. Provides direct support to consultants and other senior personnel conducting consulting activities including creativity and sound judgment involving unusual and complex management and operational problems.

Minimum Education: Bachelors Minimum Relevant Experience: 4 years

Program Evaluator I Functional Responsibilities: The Program Evaluator I manages and evaluates programs for engineering, environmental, government military, public health, technology, and other client agencies/organizations.

Determines program objectives; develops work plan to implement an evaluation study; conducts assessment, measurement, and/or educational evaluations; delivers effective communication and presentation of results; conducts assessment methodology; and performs educational research design and student learning outcomes.

Minimum Education: Bachelors Minimum Relevant Experience: 2 years

Program Evaluator II Functional Responsibilities: The Program Evaluator II manages and evaluates programs for engineering, environmental, government military, public health, technology, and other client agencies/organizations.

Determines program objectives; develops work plan to implement an evaluation study; conducts assessment, measurement, and/or educational evaluations; delivers effective communication and presentation of results; conducts assessment methodology; and performs educational research design and student learning outcomes.

Minimum Education: Bachelors Minimum Relevant Experience: 5 years

Program Manager Functional Responsibilities: The Program Manager has management responsibility over several functional work units within the organization. Serves as the expert in the units functional discipline area (s), providing management of the technical resources to meet the demands of the task assignment(s), and is responsible for building the work unit or departments technical capability and staff. Implements, analyzes, and reports performance measures. Conducts training on assigned functional disciplines.

Responsible for the quality of the technical products produced by Project Managers (PMs) and staff, reviews the technical products and provides technical direction to the task members in the technical unit and supports Program/PMs from other programs for multi-discipline tasks. Provides written and verbal reporting/presentations as needed.

Minimum Relevant Experience: 5 years

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Project Advisor Functional Responsibilities: The Project Advisor provides strategic guidance to project teams, offering insights and recommendations to align project activities with organizational goals and objectives. Assists in the development and refinement of project plans, ensuring that goals, milestones, and timelines are clearly defined and achievable. Identifies potential risks and challenges associated with projects, working with project teams to develop effective risk mitigation strategies and contingency plans.

Collaborates with project managers to optimize resource allocation, ensuring that personnel, budget, and other resources are efficiently utilized to support project success. Facilitates stakeholder engagement by providing advice on effective communication strategies, relationship-building, and addressing stakeholder concerns or expectations. Monitors project progress against established metrics, providing feedback to project teams and recommending adjustments as needed to keep projects on track. Supports the implementation of quality assurance measures, ensuring that project deliverables meet established standards and align with organizational quality objectives. Assists in change management efforts associated with projects, helping project teams and stakeholders navigate transitions and adapt to changes in project scope or objectives. Prepares regular reports on project performance, analyzing key performance indicators and providing insights to inform decision-making and continuous improvement efforts. Provides guidance and mentorship to project team members, supporting their professional development and contributing to a culture of continuous learning within the project environment. Collaborates closely with project managers to address challenges, provide guidance on project-related decisions, and ensure alignment with organizational strategies. Facilitates the resolution of conflicts or issues within project teams, promoting a positive and collaborative work environment to enhance project productivity. Encourages knowledge sharing and best practice dissemination among project teams, fostering a culture of collaboration and leveraging lessons learned from previous projects. Provides advisory support on industry best practices, emerging trends, and innovative approaches to project management, contributing to the enhancement of project management capabilities within the organization. Actively participates in identifying opportunities for process improvement within project management practices, suggesting enhancements to workflows and procedures to optimize efficiency and effectiveness.

Minimum Education: Bachelors Minimum Relevant Experience: 5 years

SME Procurement Functional Responsibilities: Develops, implements, and refines procurement strategies that align with the organization's goals and objectives. Ensures these strategies support cost reduction, quality improvement, and supplier diversity initiatives. Collaborates with the procurement team to select and manage suppliers. Evaluates supplier performance, negotiate contracts, and establish strong relationships to ensure the best terms, quality, and reliability. Identifies opportunities to enhance procurement processes, from requisition to payment, by streamlining workflows, reducing lead times, and improving overall efficiency. Stays informed about relevant laws and regulations and ensures the organization's procurement activities adhere to legal and ethical standards. Develops and enforces procurement policies and procedures. Monitors industry trends, market conditions, and emerging technologies to recommend adjustments in procurement practices, supplier selection, and product sourcing. Identifies cost-saving opportunities and lead cost reduction initiatives, such as bulk purchasing, supplier negotiations, and alternative sourcing options. Promotes supplier diversity programs, supporting the organization's commitment to engaging with diverse suppliers and enhancing corporate social responsibility. Assesses and mitigates procurement risks, including supply chain disruptions, geopolitical factors, and economic fluctuations that could impact the procurement function. Utilizes

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Minimum Education: Bachelors Minimum Relevant Experience: 5 years

Experience & Degree Substitution Equivalencies

Labor Category Min Edu Min Exp PhD Masters Bachelors Associates High School

Lead Auditor Bachelors 6 2 4 N/A 8 10 Management Analyst I Bachelors 3 0 1 N/A 5 7 Management Analyst II Bachelors 4 0 2 N/A 6 8 Program Evaluator I Bachelors 2 0 0 N/A 4 6 Program Evaluator II Bachelors 5 1 3 N/A 7 9 Program Manager Bachelors 5 1 3 N/A 7 9 Project Advisor Bachelors 5 1 3 N/A 7 9 SME Procurement Bachelors 5 1 3 N/A 7 9

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SINs 54151S and 541611

Admin Support Service Functional Responsibilities: The Admin Support Service is responsible for organizing and maintaining project documentation, including project plans, reports, meeting minutes, and correspondence, ensuring accessibility and accuracy. Coordinates project meetings, including scheduling, agenda preparation, and logistical arrangements, facilitating effective communication and collaboration among project team members. Provides support in drafting, editing, and disseminating project-related communications, ensuring consistency in messaging and alignment with project objectives. Assists in tracking project tasks, milestones, and deadlines, maintaining up-to-date records to help project managers monitor progress and identify potential issues. Supports budget tracking by maintaining records of project expenses, assisting in the preparation of financial reports, and ensuring adherence to budgetary constraints. Assists in the preparation of regular project reports, compiling data, and generating summaries to provide project managers and stakeholders with relevant updates on project progress. Utilizes project management tools and technology to support project activities, such as collaboration platforms, document management systems, and communication tools. Maintains accurate and organized records of project-related activities, contracts, and agreements, ensuring that information is readily available for reference and auditing purposes. Assists in the onboarding of new project team members by providing orientation materials, facilitating training sessions, and supporting the integration of new members into the project environment.

Minimum Education: Bachelors Minimum Relevant Experience: 3 years

Business Analyst Functional Responsibilities: The Business Analyst with SmartSheet and SharePoint experience is responsible for eliciting, documenting, and analyzing business requirements from stakeholders, ensuring a comprehensive understanding of project needs. Conducts data analysis to identify trends, patterns, and insights relevant to business objectives, using SmartSheet and SharePoint tools to organize and present data effectively. Utilizes SmartSheet and SharePoint to create detailed process maps, visualizing current and future-state business processes to identify areas for improvement and optimization.

Configures and maintains SmartSheet workspaces, dashboards, and reports to support project and program management, ensuring efficient collaboration and tracking of project activities.

5. Manages SharePoint sites, including document libraries, lists, and workflows, to facilitate document sharing, version control, and collaborative work within project teams. Facilitates and participates in UAT activities, using SmartSheet and SharePoint to track and manage test cases, defects, and feedback throughout the testing process. Documents business requirements, functional specifications, and user stories using SmartSheet and SharePoint, ensuring clear and organized documentation for use by development and project teams. Leverages SmartSheet and SharePoint for effective communication and collaboration among project stakeholders, ensuring timely sharing of information and fostering a collaborative project environment. Implements workflow automation solutions using SmartSheet and SharePoint to streamline business processes, improve efficiency, and enhance the overall effectiveness of project operations. Provides training and support to team members on the use of SmartSheet and

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SharePoint, ensuring that stakeholders are proficient in utilizing these tools to support project activities.

Creates visually compelling reports and dashboards using SmartSheet and SharePoint, presenting key metrics and insights to stakeholders in a clear and easily understandable manner. Supports change management efforts by using SmartSheet and SharePoint to communicate changes, updates, and important information to stakeholders, ensuring a smooth transition during project implementations.

Manages project-related documentation using SmartSheet and SharePoint, ensuring version control, accessibility, and compliance with organizational document management standards. Collaborates with IT teams to integrate SmartSheet and SharePoint solutions with other IT systems, ensuring seamless functionality and data exchange. Conducts quality assurance checks on SmartSheet and SharePoint configurations, reports, and workflows to ensure accuracy, functionality, and adherence to business requirements.

Minimum Education: Bachelors Minimum Relevant Experience: 3 years

Data Analyst Functional Responsibilities: Gathers and consolidates data from diverse sources, ensuring data quality and integrity. Cleans, preprocesses, and formats data to make it suitable for analysis. Utilizes statistical and data analysis tools to identify patterns, trends, and insights within datasets. Creates visualizations (charts, graphs, dashboards) to present findings in a clear and comprehensible manner. Develops regular reports and ad-hoc analyses to support decision-making within the organization. Interprets data findings and provides actionable recommendations for business improvement. Writes SQL queries and utilizes data querying tools to extract specific information from databases. Applies predictive analytics and statistical modeling to forecast future trends and outcomes. Designs and conducts experiments to test hypotheses and evaluate the effectiveness of strategies and initiatives. Ensures data security, compliance, and governance standards are maintained. Collaborates with cross-functional teams to understand their data needs and provide data-driven insights.

Minimum Education: Bachelors Minimum Relevant Experience: 4 years

Junior Program Manager Functional Responsibilities: The Junior Program Manager is responsible for supporting the coordination of various projects within the program, ensuring that tasks are completed on time, within scope, and in accordance with established quality standards. Assists in maintaining accurate and organized project documentation, including project plans, schedules, and reports, to facilitate effective communication and information retrieval for the program team. Supports communication efforts by assisting in the preparation of regular updates, reports, and presentations for internal and external stakeholders, fostering transparency and alignment with program objectives. Works alongside senior program management to identify and monitor potential risks and issues, contributing to the development of mitigation strategies and contingency plans to keep projects on track. Assists in tracking project budgets, expenses, and resource allocations, ensuring adherence to financial plans and providing input on cost-saving opportunities where applicable. Supports the coordination of program meetings, including scheduling, agenda preparation, and minute-taking, to facilitate effective communication and collaboration among team members. Collaborates with cross-functional teams to ensure that project activities align with overall program goals, promoting a cohesive and integrated approach to project management. Contributes to quality assurance processes by participating in reviews and checks to

15 | P a g e ensure the integrity and quality of project deliverables, adhering to established standards and best practices. Assists in tracking project tasks and milestones, generating progress reports, and providing updates to program leadership on the status of ongoing initiatives. Actively participates in identifying opportunities for process improvement within the program, suggesting enhancements to workflows and procedures to optimize efficiency and effectiveness. Engages in ongoing training and development activities to build a foundational understanding of project management principles and practices, contributing to professional growth within the role. Supports client interactions by responding to inquiries, providing status updates, and assisting in addressing client needs, maintaining positive relationships, and ensuring client satisfaction with project progress.

Minimum Education: Bachelors Minimum Relevant Experience: 4 years

Project Director Functional Responsibilities: The Project Director assumes a strategic leadership role, defining project objectives, scope, and success criteria in alignment with the organization's strategic goals and priorities.

Leads, motivates, and develops project teams, ensuring effective collaboration, alignment with project goals, and the professional growth of team members throughout the project lifecycle. Develops comprehensive project plans, timelines, and schedules, overseeing the successful execution of all project phases, from initiation to closure, while meeting established quality, budget, and timeline parameters. Manages project resources, including personnel, budgets, and materials, to optimize utilization, ensure financial accountability, and maintain project alignment with organizational priorities.

Identifies, assesses, and manages project risks and issues, developing mitigation strategies and contingency plans to proactively address challenges and maintain project momentum. Establishes and maintains clear communication channels with project stakeholders, providing regular updates, addressing concerns, and ensuring transparency throughout the project lifecycle. Implements and oversees quality assurance processes, ensuring the delivery of high-quality project deliverables and adherence to established standards and best practices. Leads change management efforts, facilitating the adoption of project outcomes within the organization by promoting awareness, understanding, and collaboration among stakeholders. Manages project contracts, vendors, and external partners, ensuring compliance with contractual agreements, delivering value for money, and fostering positive working relationships. Establishes and monitors project performance metrics, providing regular reports to leadership and stakeholders, and leveraging data-driven insights to drive continuous improvement and decision-making. Implements project governance frameworks and ensures compliance with organizational policies, industry regulations, and relevant standards to uphold project integrity and alignment with strategic objectives.

Minimum Relevant Experience: 2 years

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Project Manager Functional Responsibilities: The Project Manager is responsible for developing comprehensive project plans, outlining project objectives, scope, timelines, and resource requirements to guide project execution. Leads and manages project teams, fostering collaboration, assigning responsibilities, and providing guidance to ensure the successful delivery of project goals. Manages project budgets, tracking expenditures, ensuring financial accountability, and making informed decisions to optimize resource allocation and stay within budgetary constraints. Communicates effectively with stakeholders, including team members, clients, and leadership, providing regular updates on project progress, addressing concerns, and ensuring alignment with stakeholder expectations. Identifies potential risks and uncertainties associated with the project, develops risk mitigation strategies, and implements contingency plans to address unforeseen challenges and keep the project on track. Implements quality assurance measures throughout the project lifecycle, ensuring that deliverables meet established standards and align with project objectives and client expectations. Assigns tasks to team members, monitors task completion, and ensures that project activities are on schedule, making adjustments as needed to meet project milestones. Manages changes to project scope, objectives, and requirements, assessing the impact on project timelines and resources, and communicating changes to relevant stakeholders. Monitors project progress against key performance indicators, prepares regular progress reports, and provides updates to project sponsors and stakeholders, facilitating informed decision-making. Efficiently allocates project resources, including personnel, equipment, and materials, to optimize productivity and ensure that project tasks are completed on time and within scope. Builds and maintains positive relationships with clients, addressing client concerns, managing expectations, and ensuring client satisfaction throughout the project lifecycle. Maintains accurate project documentation, including project plans, schedules, meeting minutes, and relevant correspondence, ensuring that information is organized and accessible for team members and stakeholders. Addresses conflicts and issues within the project team, facilitating resolution and maintaining a positive and collaborative team environment to enhance overall project productivity. Manages project closure activities, conducts project evaluations, gathers feedback from team members and stakeholders, and documents lessons learned to inform future projects and continuous improvement efforts. Ensures that project activities align with organizational standards, policies, and industry best practices, contributing to the overall effectiveness and efficiency of project management within the organization.

Minimum Education: Bachelors Minimum Relevant Experience: 5 years

Senior Business Analyst Functional Responsibilities: Conducts comprehensive analysis of business processes, systems, and data to identify areas for improvement, efficiency enhancement, and cost reduction. Collaborates with stakeholders to gather, document, and prioritize business requirements, ensuring clear and unambiguous communication. Utilizes data analysis tools and techniques to extract insights and trends from large datasets, providing data-driven recommendations and solutions. Works with cross-functional teams to design and develop solutions, including business processes, software applications, and technology systems. Manages and leads business analysis efforts for projects, from initiation to implementation, ensuring that project objectives are met on time and within budget. Develops and executes test plans to validate the accuracy and functionality of new solutions, ensuring they meet business requirements. Facilitates the implementation of changes by working closely with stakeholders to ensure a smooth transition and user adoption. Creates and maintains comprehensive documentation, including business process maps, requirements, and project deliverables. Acts as a liaison between business units and technical teams, translating business needs into technical requirements and vice

17 | P a g e versa. Identifies opportunities for continuous process improvement and innovation, enhancing overall business performance. Certification in Business Analysis (e.g., CBAP, PMI-PBA) is preferred.

Minimum Education: Bachelors Minimum Relevant Experience: 7 years

Senior CPIC Specialist Functional Responsibilities: The Senior CPIC Specialist spearheads the development and implementation of strategic plans for capital investments, ensuring alignment with organizational objectives and priorities. Conducts in-depth analysis of budgets related to capital investments, verifying accuracy, compliance, and optimal resource allocation to support informed decision-making. Manages the organization's investment portfolio, assessing performance, risks, and returns, and making strategic decisions to optimize the overall portfolio. Ensures strict adherence to CPIC policies, guidelines, and federal regulations, staying current with updates and changes to maintain a high level of compliance.

Assists in crafting comprehensive business cases for proposed investments, outlining costs, benefits, and associated risks to facilitate decision-making processes. Utilizes advanced financial modeling techniques to evaluate the financial impact of proposed investments, providing valuable insights to support strategic investment decisions. Conducts thorough lifecycle cost analyses for IT projects and investments, considering costs across the entire project or system life cycle. Identifies and assesses risks associated with capital investments, developing robust risk mitigation strategies and contingency plans to safeguard the success of investments. Effectively communicates with stakeholders, including senior management and project teams, providing regular updates and recommendations on capital investment activities. Monitors and evaluates the performance of capital investments, tracking key performance indicators and delivering regular reports on investment outcomes. Provides training and guidance to staff and stakeholders on CPIC processes, ensuring a clear understanding of roles and responsibilities within the capital planning and investment control framework. Collaborates closely with IT teams to align capital investments with IT strategies, fostering synergy between technology initiatives and broader organizational goals. Identifies and explores opportunities for process improvement within the CPIC framework, offering recommendations to enhance workflows and procedures. Prepares and supports CPIC audits and compliance reporting, ensuring accuracy and transparency in financial and investment data for regulatory and internal purposes. Leverages technology and CPIC tools to streamline processes, enhance data analysis capabilities, and improve overall efficiency in capital planning and investment control practices.

Minimum Education: Bachelors Minimum Relevant Experience: 8 years

TBM Analyst Functional Responsibilities: Analyzes and manages the total cost of ownership (TCO) for technology assets, including hardware, software, cloud services, and IT personnel. Develops and maintains technology budgets, forecasting future expenditures and identifying opportunities for cost savings.

Conducts financial analysis and modeling to evaluate technology investments, ROI, and cost optimization opportunities. Gathers data on technology assets, usage, and performance from various sources, ensuring accuracy and completeness. Integrates data from multiple IT systems, financial databases, and business units to create a comprehensive view of technology costs and performance.

Defines and tracks key performance indicators (KPIs) to measure the efficiency and effectiveness of technology resources. Evaluates and negotiates contracts with technology vendors and service providers

18 | P a g e to optimize costs and terms. Maintains a catalog of IT services, assessing their value and alignment with business needs. Collaborates with business units to ensure technology investments are aligned with strategic objectives. Promotes cost transparency by creating reports and dashboards that allow stakeholders to understand technology costs and value. Provides insights and recommendations for optimizing technology spending and performance. Ensures technology expenses and practices comply with regulations and manage risks associated with technology investments. Certification in TBM (e.g., TBM Council certification) is preferred.

Minimum Education: Bachelors Minimum Relevant Experience: 4 years

Technical Writer II Functional Responsibilities: Knowledge and experience in 3D medical modeling and additive manufacturing of medical devices and advanced working knowledge of risk assessment, FDA Quality Systems, ISO 13485, and internal quality control and quality assurance methods. Knowledge of human anatomy, physiology and computerized imaging required. Capability to learn diagnostic radiology and radiographic interpretations, as it is used in preparation of 3D models. Knowledge of common design and manufacturing procedures, including, but not limited to, computer aided design, silicone molding, sculpting, construction and finishing of simulation models or medical devices. Ability to teach manufacturing processes and construction to other facilities. Knowledge and expertise with standard office automation programs. Shall be able to read, write, speak, and understand English well enough to effectively communicate with customers.

Minimum Education: Bachelors Minimum Relevant Experience: 3 years

Technical Writer III Functional Responsibilities: Expertise in 3D medical modeling and additive manufacturing of medical devices and advanced working knowledge of risk assessment, FDA Quality Systems, ISO 13485, and internal quality control and quality assurance methods. Knowledge of human anatomy, physiology and computerized imaging required. Capability to learn diagnostic radiology and radiographic interpretations, as it is used in preparation of 3D models. Knowledge of common design and manufacturing procedures, including, but not limited to, computer aided design, silicone molding, sculpting, construction and finishing of simulation models or medical devices. Ability to teach manufacturing processes and construction to other facilities. Knowledge and expertise with standard office automation programs. Shall be able to read, write, speak, and understand English well enough to effectively communicate with customers.

Minimum Education: Bachelors Minimum Relevant Experience: 5 years

Experience & Degree Substitution Equivalencies

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Labor Category Min Edu Min Exp PhD Masters Bachelors Associates High School

Admin Support Service Bachelors 3 0 1 N/A 5 7 Business Analyst Bachelors 3 0 1 N/A 5 7 Data Analyst Bachelors 4 0 2 N/A 6 8 Junior Program Manager

Bachelors 4 0 2 N/A 6 8

Project Director Bachelors 2 0 0 N/A 4 6 Project Manager Bachelors 5 1 3 N/A 7 9 Senior Business Analyst Bachelors 7 3 5 N/A 9 11 Senior CPIC Specialist Bachelors 8 4 6 N/A 10 12 TBM Analyst Bachelors 4 0 2 N/A 6 8 Technical Writer II Bachelors 3 0 1 N/A 5 7 Technical Writer III Bachelors 5 1 3 N/A 7 9