MAS - Calco Enterprises, LLC - 47QRAA21D0013

GSA MULTIPLE AWARD SCHEDULE

Contract Period: 12/07/2020 – 12/06/2025

FSC Group(s): Professional Services; Information Technology; and

Human Capital

FSC Class: R408

Business Size:

Small Business

SBA Certified Small Disadvantaged Business

SBA Certified 8(a) Business

Contact Information for Contract Administration

Point of Contact: Mr. Courtney Ledet

Phone: (240) 428-4289

E-mail: info@calcocg.com

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

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

CERTIFIED 8(a)

SMALL BUSINESS

CALCO Enterprises, LLC d.b.a.

CALCO Consulting Group

1 Research Court, Suite 450

Rockville, MD 20850

Phone: (240) 428-4292

Fax: (240) 641-0034

Website: www.calcocg.com

General Services Administration

Federal Supply Service

Contract #: 47QRAA21D0013

Authorized Federal Supply Schedule Price List

Price List current as of Modification # PS-0003 effective July 12, 2022 Prices Shown Herein are Net (discount deducted) mailto:info@calcocg.com http://www.gsaadvantage.gov/ http://www.calcocg.com/

GSA Multiple Award Schedule Authorized Price List GSA Contract #: 47QRAA21D0013

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TABLE OF CONTENTS

ADVANTAGES OF USING A GSA SCHEDULE CONTRACT 4

CUSTOMER INFORMATION 4

SCOPE OF THE CONTRACT 6

PRICING 10

POSITION DESCRIPTIONS 13

PROJECT MANAGER 13

CONTRACT MANAGER 13

DEPUTY CONTRACT MANAGER 13

SENIOR SUBJECT MATTER EXPERT II 14

SENIOR SUBJECT MATTER EXPERT I 14

SUBJECT MATTER EXPERT II 15

SUBJECT MATTER EXPERT (SME) 16

SENIOR RESEARCH ASSOCIATE II 16

SENIOR RESEARCH ASSOCIATE I 17

RESEARCH ASSOCIATE 17

ANALYST/RESEARCHER (II) 18

ANALYST/RESEARCHER (I) 18

PROJECT ANALYST (II) 19

PROJECT ANALYST (I) 19

BUSINESS ANALYST 19

TECHNOLOGY SPECIALIST 20

WEB DEVELOPER 20

CURRICULUM DEVELOPER 21

TRAINER 21

IMPLEMENTATION SPECIALIST 22

PROJECT SPECIALIST 22

EDITOR WRITER SME 23

FACILITATOR 23

COMMUNICATIONS SPECIALIST 24

PROJECT ASSISTANT 24

ADMINISTRATIVE ASSISTANT 25

PROJECT ADMINISTRATIVE ASSISTANT 25

SUBSTITUTION FACTORS (FOR ALL LABOR CATEGORIES) 26

CONTACT US 27

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MARYLAND

1 Research Court

Suite 450

Rockville, MD 20850

WASHINGTON, D.C.

1775 I St NW

Suite 1150

Washington, DC 20005

OUR LOCATIONS

COMPANY OVERVIEW

CALCO Enterprises, LLC (d.b.a. CALCO Consulting Group) is a professional business and management consulting company located in Rockville, MD.

We provide high-quality professional support services for federal and state agencies, municipalities, commercial business entities and not-for-profit organizations.

OUR VISION: Our vision is to build sustainable systems and solutions to address the most pressing social and economic priorities of the 21st century that have negative impacts on the disadvantaged. We believe every individual has the right to quality education, affordable, quality healthcare, and economic self-sufficiency.

OUR MISSION: To empower individuals, organizations, and communities by providing high quality, impactful processes, products, and services that help them to realize their full potential.

Our areas of expertise span multiple markets, including education; health and behavioral health; and workforce training. CALCO is committed to excellence and delivering value-added, transformative services to our diverse clients. Our multi-disciplinary team of experts work on projects and initiatives of all sizes to provide real-world, practical solutions that help make our communities and nation healthier and more economically prosperous.

We carefully evaluate our clients' needs to mobilize the right professionals and develop and deliver customized, innovative, and viable solutions that help our clients achieve their organizational goals and to better serve their customers.

Federal and State Contract Vehicles:

• GSA Schedule Holder: Multiple Award Schedule

• Small Business Administration (SBA): Certified 8(a) and Small Disadvantaged Business

• Maryland Department of Transportation (MDOT): Minority Business Enterprise, Disadvantaged Business Enterprise, and Small Business Enterprise

• Virginia Department of Small Business and Supplier Diversity:

Disadvantaged Business Enterprise

• District of Columbia Department of Transportation:

Disadvantaged Business Enterprise and Small Business Enterprise

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ADVANTAGES OF USING A GSA SCHEDULE CONTRACT

Do you need a quick, convenient, and cost-effective way to order services from CALCO? Our GSA Schedule contract provides an excellent solution.

• Dramatic time savings. You can typically complete the task order initiation process (as specified in FAR 8.405) very quickly.

• Minimal administrative burden. When you place an order, it will be considered to have been placed using “full and open competition.”

o You are not required to synopsize the requirement ahead of time.

o GSA has already determined that prices offered by GSA contractors are “fair and reasonable.”

o All federal procurement laws and regulations have already been applied.

• Small Business credit and Small Disadvantaged Business (SDB) credit. You will receive SB and SDB credit for all Task Orders issued to CALCO.

• No dollar limits on task orders.

• Flexibility. For example, you can set up a “Blanket Purchase Agreement” (BPA) with CALCO if you do not know the precise amount or types of services that you would like purchase. You can use the BPA as an ordering device in which all your offices can participate, allowing them to place orders directly.

• Direct relationship with CALCO.

o It is easy to select your GSA contractor. GSA will not get involved in your selection process.

o Your agency will not have to transfer funds to GSA and will not have to set up an interagency agreement.

o CALCO will deliver services and submit invoices directly to your agency. Your agency will remit payment directly to CALCO. GSA does not inject itself into the client/contractor relationship.

CUSTOMER INFORMATION

1a. 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

54151S 54151SRC Information Technology Professional Services

611430TD 611430TDRC Talent Development

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OLM OLMRC Order-Level Materials

1b. Prices: See “Pricing” section.

1c. Labor Category Descriptions: See “Position Descriptions” section.

2. Maximum Order: $1 million for SINs 541611 and 611430TD; $500,000 for SIN 54151S; $250,000 for SIN

OLM. There is no limit on the size of any task order issued under a GSA Schedule contract. If the best value selection places your order over the “maximum order” amounts for a task order, CALCO may honor such orders in accordance with Clause 52.216-19.

3. Minimum Order: $100

4. Geographic Coverage: Domestic.

5. Points of Production:

CALCO Consulting Group 1 Research Court, Suite 450 Rockville, MD 20850-6252 Tel.: (240) 428-4289 Fax: (240) 641-0034 E-mail: info@calcocg.com

6. Discount from List Prices or Statement of Net Price: Government net prices (discounts already deducted).

7. Quantity/Volume Discounts: Yes. See “Pricing” section.

8. Prompt Payment Terms: 1% Discount 10 days, 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: To Be Determined at the Task Order level.

10b. Expedited Delivery: To Be Determined at the Task Order level.

10c. Overnight and 2-day Delivery: Contact CALCO.

10d. Urgent Requirements: Contact CALCO.

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

12a. Ordering Address:

CALCO Consulting Group 1 Research Court, Suite 450 Rockville, MD 20850-6252 Tel.: (240) 428-4289 Fax: (240) 641-0034 E-mail: info@calcocg.com

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

Purchase Agreements (BPAs) are found in Federal Acquisition Regulation (FAR) 8.405-3.

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13. Payment Address: Same as ordering address, above.

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

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

16. Terms and Conditions of Rental, Maintenance, and Repair (if applicable): N/A

17. Terms and Conditions of Installation (if applicable): N/A

18a. Terms and conditions of repair parts indicating date of parts price lists and any discounts from list prices (if applicable): N/A

18b. Terms and conditions for any other services (if applicable): N/A

19. List of Service and Distribution Points (if applicable): N/A

20. List of Participating Dealers (if applicable): N/A

21. Preventive Maintenance (if applicable): N/A

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

22b. Section 508 Compliance Information: Section 508 compliance information is available on Electronic and Information Technology (EIT) supplies and services. Full details can be found in CALCO’s “Section

508 Policy Document,” which we maintain on an internal company server. We will make a copy available on request. The EIT standards can be found at: www.Section508.gov/.: N/A

23. Unique Entity Identifier (UEI): J1K7GK6LMJD5

24. Notification Regarding Registration in System for Award Management: Contractor registered and active in SAM.

SCOPE OF THE CONTRACT

Under our GSA Multiple Award Schedule (MAS) contract, CALCO can provide a wide range of support for federal agencies. State and local governments can use this contract to obtain our support to prepare for or recover from major disasters.

SPECIAL ITEM NUMBER (SIN) 541611:

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

Note: Federal agencies and departments can order services from CALCO under SIN 541611. State and local agencies and departments can procure Disaster Recovery services under SIN 541611RC.

Scope:

Provide operating advice and assistance on administrative and management issues. Examples include:

strategic and organizational planning, business process improvement, acquisition and grants management support, facilitation, surveys, 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, http://www.section508.gov/

7 | P a g e 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.

Inherently Governmental services as identified in FAR 7.503 or by the ordering agency are prohibited. It is the responsibility of the Contracting Officer placing the order to make this determination. Ordering activities must require prospective contractors to identify potential conflicts of interest and address those, prior to task order award.

Personal services as defined in FAR 37.104 are prohibited.

SPECIAL ITEM NUMBER (SIN) 54151S:

Information Technology Professional Services

NOTE: Federal agencies and departments can order services from CALCO under SIN 54151S. State and local agencies and departments can procure services under SIN 54151SSTLOC.

Scope:

IT Professional Services and/or labor categories for database planning and design; systems analysis, integration, and design; programming, conversion, and implementation support; network services, data/records management, and testing. NOTE: Subject to Cooperative Purchasing.

SPECIAL ITEM NUMBER (SIN) 611430TD:

Talent Development

NOTE: Federal agencies and departments can order services from Cogent under SIN 611430TD. State and local agencies and departments can procure Disaster Recovery services under SIN 611430TDRC.

Scope:

611430TD Professional Services include the implementation and maintenance of comprehensive employee skills development, training, and personal attributes via engagement programs to meet current and future talent demands of the agency and to develop and retain quality, high performing, and diverse talent. Services include conducting employee development needs assessments; designing employee development programs; administering and delivering employee development programs (Learning

Management) and evaluating the overall effectiveness of the agency's employee development approach.

The function includes the following sub-functions: A.3.1 Talent Development Planning and Strategy; A.3.2

Workforce Development and Training; and A.3.3 Learning Management. A.3.1 Talent Development

Planning and Strategy services include providing advice, guidance and assistance to supervisors and employees as well as HR/personnel staff in managing self-improvement training resources, providing assistance in identifying training needs and requirements, coordinating the availability of various training programs, developmental career programs, executive leadership programs, and tuition assistance programs. A.3.2. Workforce Development and Training services include professional training and

8 | P a g e individual development services such as HR Specific Training for HR professionals, Leadership and management training, internships, and apprenticeship programs.

Training devices include but are not limited to audio visual presentation systems and educational media delivered web-based or via traditional print and storage media, CD ROM, Disc, and Thumb Drive.

Training services include traditional coursework in all academic disciplines, web-based or classroom;

conducting leadership training workshops and seminars not provided via traditional management training curricula available elsewhere and conducting Speakers Bureau services and Leadership assessment surveys. A.3.3 Learning Management services include but are not limited to providing comprehensive professional support to the administration of traditional and automated Learning Management Systems

(LMS), gathering, and assessing of data (data analytics), reporting, testing, and conducting test administration, Educational Program Research & Development, and general HR Consulting Services.

SPECIAL ITEM NUMBER (SIN) OLM:

Order-Level Materials (OLMs)

Note: Federal agencies can order these services from CALCO under SIN OLM. State and local agencies can procure Disaster Recovery services under SIN OLMRC.

Scope:

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.

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• 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.

OLMs are not:

• "Open Market Items."

• Items awarded under ancillary supplies/services or other direct costs (ODCs) (those items are defined, priced, and awarded at the FSS contract level).

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PRICING

GSA HOURLY RATES

The following prices are “net” (prices shown include all applicable discounts and are inclusive of the 0.75%

Industrial Funding Fee).

Labor Category SIN(s) Year 1 Year 2 Year 3 Year 4 Year 5

Project Manager 541611 54151S

611430TD

$189.43 $193.59 $197.85 $202.21 $206.66

Contract Manager 541611 54151S

611430TD

$141.92 $145.05 $148.24 $151.51 $154.84

Deputy Contract Manager 541611 54151S

611430TD

$104.58 $106.88 $109.23 $111.64 $114.10

Senior Subject Matter Expert II 541611 54151S

611430TD

$184.75 $188.82 $192.97 $197.21

Senior Subject Matter Expert I 541611 54151S

611430TD

$169.32 $173.04 $176.85 $180.74

Subject Matter Expert II 541611 54151S

611430TD

$161.10 $164.64 $168.27 $171.97

Subject Matter Expert (SME) 541611 54151S

611430TD

$142.06 $145.19 $148.38 $151.65 $154.98

Senior Research Associate II 541611 54151S

611430TD

$180.80 $184.78 $188.84 $192.99

Senior Research Associate I 541611 54151S

611430TD

$165.33 $168.97 $172.69 $176.48

Research Associate 541611 54151S

611430TD

$130.67 $133.55 $136.49 $139.50

Analyst/Researcher (II) 541611 54151S

611430TD

$104.58 $106.88 $109.23 $111.64 $114.10

Analyst/Researcher (I) 541611 54151S

611430TD

$93.37 $95.43 $97.52 $99.67 $101.86

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Project Analyst (II) 541611 54151S

611430TD

$91.88 $93.90 $95.97 $98.09 $100.24

Project Analyst (I) 541611 54151S

611430TD

$67.23 $68.72 $70.23 $71.77 $73.35

Business Analyst 541611 54151S

611430TD

$80.60 $82.38 $84.19 $86.05

Technology Specialist 541611 54151S

$164.33 $167.95 $171.65 $175.43 $179.28

Web Developer 541611 54151S

611430TD

$98.48 $100.64 $102.86 $105.13

Curriculum Developer 541611

611430TD

$154.97 $158.38 $161.86 $165.42 $169.06

Trainer 541611 54151S

611430TD

$119.52 $122.15 $124.84 $127.59

Implementation Specialist 541611 54151S

611430TD

$130.47 $133.34 $136.27 $139.27

Project Specialist 541611 54151S

611430TD

$108.24 $110.62 $113.06 $115.55

Editor Writer SME 541611 54151S

611430TD

$129.48 $132.32 $135.23 $138.21

Facilitator 541611 54151S

611430TD

$98.10 $100.26 $102.47 $104.73

Communication Specialist 541611 54151S

611430TD

$112.84 $115.32 $117.86 $120.45

Project Assistant 541611 54151S

611430TD

$82.12 $83.93 $85.77 $87.66

Administrative Assistant** 541611 54151S

611430TD

$62.43 $63.81 $65.21 $66.64 $68.11

Project Administrative Assistant** 541611 54151S

611430TD

$39.84 $40.72 $41.61 $42.53 $43.47

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SERVICE CONTRACT LABOR STANDARDS/SERVICE CONTRACT ACT MATRIX

SCLS Eligible Labor Category/Service* SCLSA Equivalent

Code & Title Applicable Wage Determination

Administrative Assistant** 01312, Secretary II 2015-4269

Project Administrative Assistant** 01311, Secretary I 2015-4269

*The Service Contract Labor Standards, formerly the Service Contract Act (SCA), apply to this contract and it includes SCLS applicable labor categories. Labor categories and fixed price services marked with a (**) in this pricelist are based on the U.S. Department of

Labor Wage Determination Number(s) identified in the SCLS/SCA matrix. The prices awarded are in line with the geographic scope of the contract (i.e., nationwide).

QUANTITY/VOLUME DISCOUNTS

If a task order initially is offered at an amount less than $150,000 but is subsequently amended to reach a value of $150,000 to $250,000, the quantity discount will apply. For all task orders that qualify for the quantity discount, CALCO will apply a one percent (1%) discount to labor billings for all labor billings from

$150,000 - $250,000.

The quantity discount will not apply to any task order with an initial value of more than $250,000, nor to any task order that has an initial value of less than $150,000 but for which an amendment is issued that places its value above $250,000.

Tier Threshold Amount Additional Discount

1 $150,000 - $250,000 One Percent (1%)

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POSITION DESCRIPTIONS

PROJECT MANAGER

Functional Responsibility

Serves as the project manager for a medium to large, complex project (or a group of related projects) and assists in working with the Government Contracting Officer (CO), the contract-level Contracting Officer's

Representative (COR), the task order-level COR(s), government management personnel and customer agency representatives. Responsible for the overall management of specific projects in the areas of management consulting and strategy (e.g., strategy and organizational planning, business process improvement); IT professional services (e.g., requirements analysis; gap analysis; conceptual planning and detailed design; systems development; software quality control and piloting); and talent development (e.g., talent development planning and strategy services; workforce development and training services). Ensures that the technical solutions and schedules in the project plan are implemented in a timely, high-quality manner, within budget. Participates in enterprise-wide horizontal integration planning.

Minimum Years of Experience Minimum Education Required Certifications

10 years of relevant experience Bachelor’s Degree None

CONTRACT MANAGER

Functional Responsibility

Serves as the manager of medium to large, complex task orders (or a group of related task orders) and works with the Government Contracting Officer (CO), the task order level Contracting Officer's Representative

(COR), government management personnel and customer agency representatives. Performs a wide range of contract/grant administration functions and works with the Project Manager to ensure that the contractual deliverables of the specific task order(s) and schedules in the task order(s) are implemented in accordance with the Performance Work Statement (PWS) and in a timely, high-quality manner, within budget. Stays up to date on Federal Acquisition Regulation (FAR) acquisition policies, procedures, and standards.

Minimum Years of Experience Minimum Education Required Certifications

8 years of relevant experience Bachelor’s Degree None

DEPUTY CONTRACT MANAGER

Functional Responsibility

Serves as the deputy manager of medium to large, complex task orders (or a group of task orders affecting the same common/standard/migration system) and communicates as assigned with the Government

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Contracting Officer (CO), the task order level Contracting Officer's Representative (COR), government management personnel and customer agency representatives. Responsible for the day-to-day management of small or less complex task orders (or a group of related task orders). Performs a wide range of contract/grant administration functions and works with more senior managers to ensure that the contractual deliverables of the specific task order(s) and schedules in the task order(s) are implemented in accordance with the PWS and in a timely, high-quality manner, within budget. Remains up to date on FAR acquisition policies, procedures, and standards.

Minimum Years of Experience Minimum Education Required Certifications

5 years of relevant experience Bachelor’s Degree None

SENIOR SUBJECT MATTER EXPERT II

Functional Responsibility

Serves as senior expert in a functional, technical, scientific, IT, human resources, academic, regulatory, operations, government mission, or other specialty area. Recognized as national expert in field or discipline with demonstrated and documented academic and practical, in-depth knowledge of specific field of expertise. May serve as a task lead and supervise others to complete project tasks and deliverables.

Possesses specialized expertise in technical and organizational areas. For management and strategic consulting projects, may advise the project team or client organization in specific areas of expertise and applies domain-specific expertise to help identify options for achieving mission success, assess optimal organizational structures, and recommend optimal managerial and organizational changes. Participates as needed across project phases. Assists clients in conducting studies, evaluations, and implementation of projects and systems. Applies principles, methods, and knowledge towards the project approach, deliverables, reports, representations, or quality control. For IT related projects, applies domain expertise to help define IT system requirements, define database structures, and assess accuracy and efficacy of standard and ad hoc reporting modules. For training and talent development projects, applies expertise to help identify training requirements within his or her domain of expertise, and helps develop appropriate training strategies and content.

Minimum Years of Experience Minimum Education Required Certifications

8 years of relevant experience Master’s Degree None

SENIOR SUBJECT MATTER EXPERT I

Functional Responsibility

Serves as senior expert in a functional, technical, scientific, IT, human resources, academic, regulatory, operations, government mission, or other specialty area. Recognized as national expert in field or discipline

15 | P a g e with demonstrated and documented academic and practical, in-depth knowledge of specific field of expertise. May serve as a task lead and supervise others to complete project tasks and deliverables.

Possesses specialized expertise in technical and organizational areas. For management consulting projects, may advise the project team or client organization in specific areas of expertise and applies domain-specific expertise to help identify options for achieving mission success, assess optimal organizational structures, and recommend optimal managerial and organizational changes. Participates as needed across project phases.

Assists clients in conducting studies, evaluations, and implementation of projects and systems. Applies principles, methods, and knowledge towards the project approach, deliverables, reports, representations, or quality control. For IT related projects, applies domain expertise to help define IT system requirements, define database structures, and assess accuracy and efficacy of standard and ad hoc reporting modules. For training and talent development projects, applies expertise to help identify training requirements within his or her domain of expertise, and helps develop appropriate training strategies and content.

Minimum Years of Experience Minimum Education Required Certifications

6 years of relevant experience Master’s Degree None

SUBJECT MATTER EXPERT II

Functional Responsibility

Serves as senior expert in a functional, technical, scientific, IT, human resources, academic, regulatory, operations, government mission, or other specialty area. Recognized as national expert in field or discipline with demonstrated and documented academic and practical, in-depth knowledge of specific field of expertise. Possesses specialized expertise in technical and organizational areas. May serve as a task lead and supervise others to complete project tasks and deliverables. For management consulting projects, may advise the project team or client organization in specific areas of expertise and applies domain-specific expertise to help identify options for achieving mission success, assess optimal organizational structures, and recommend optimal managerial and organizational changes. Participates as needed across project phases. Assists clients in conducting studies, evaluations, and implementation of projects and systems.

Applies principles, methods, and knowledge towards the project approach, deliverables, reports, representations, or quality control. For IT related projects, applies domain expertise to help define IT system requirements, define database structures, and assess accuracy and efficacy of standard and ad hoc reporting modules. For training and talent development projects, applies expertise to help identify training requirements within his or her domain of expertise, and helps develop appropriate training strategies and content.

Minimum Years of Experience Minimum Education Required Certifications

8 years of relevant experience Bachelor’s Degree None

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SUBJECT MATTER EXPERT (SME)

Functional Responsibility

Serves as an expert in a functional, technical, scientific, IT, human resources, academic, regulatory, operations, government mission, or other specialty areas. May advise the project team or client organization in specific areas of expertise. Participates as needed across project phases. Assists clients in conducting studies, evaluations, and implementation of projects and systems. Possesses specialized expertise in technical and organizational areas. Applies principles, methods, and knowledge towards the project approach, deliverables, reports, representations, or quality control.

Minimum Years of Experience Minimum Education Required Certifications

6 years of relevant experience Bachelor’s Degree None

SENIOR RESEARCH ASSOCIATE II

Functional Responsibility

Experience in the assessment of complex or advanced research needs, establishment of methodologies, development of research tools and procedures; review and approval of deliverable reports and studies.

Provides leadership in selected methodological areas, and takes lead role in complex research and evaluation projects. Identifies questionable or erroneous data, reviews and determines statistical accuracy of studies compiles or reviews conclusions and research summaries. Applies deep knowledge of relevant legislative, regulatory, and policy issues. Plays a strategic role in developing and expanding new studies in the subject matter areas of interest to clients. Supervises and directs research staff. For IT projects, applies these skills in developing and implementing methods for defining requirements for IT systems, assessing relationships between data elements, and defining meaningful output reports for stakeholders at varying levels within an organization. For management and strategic consulting projects, applies these skills in performing research that will help inform the development of managerial or organizational options and the development of criteria for assessing these options. For talent development and training projects helps design and implement research to support the development of training materials course syllabi, and curricula. Excellent computer skills, especially in the use of word processing programs, spreadsheet programs, statistical software, and possesses strong Internet research skills. Knowledge of Performance Based Services

Contracting desired.

8 years of relevant experience Master’s Degree None

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SENIOR RESEARCH ASSOCIATE I

Functional Responsibility

Experience in the assessment of complex or advanced research needs, establishment of methodologies, development of research tools and procedures; review and approval of deliverable reports and studies.

Provides leadership in selected methodological areas, and takes lead role in complex research and evaluation projects. Identifies questionable or erroneous data, reviews and determines statistical accuracy of studies compiles or reviews conclusions and research summaries. Applies deep knowledge of relevant legislative, regulatory, and policy issues. Plays a strategic role in developing and expanding new studies in the subject matter areas of interest to clients. Supervises and directs research staff. For IT projects, applies these skills in developing and implementing methods for defining requirements for IT systems, assessing relationships between data elements, and defining meaningful output reports for stakeholders at varying levels within an organization. For management and strategic consulting projects, applies these skills in performing research that will help inform the development of managerial or organizational options and the development of criteria for assessing these options. For talent development and training projects helps design and implement research to support the development of training materials course syllabi, and curricula. Excellent computer skills, especially in the use of word processing programs, spreadsheet programs, statistical software, and possesses strong Internet research skills. Knowledge of Performance Based Services

Contracting desired.

Minimum Years of Experience Minimum Education Required Certifications

5 years of relevant experience Master’s Degree None

RESEARCH ASSOCIATE

Functional Responsibility

Experience in the assessment of research needs, establishment of methodologies, development of research tools and procedures; review and approval of deliverable reports and studies. Assists Senior Research

Associates in peforming research that will help inform the development of managerial or organizational options and the development of criteria for assessing these options. Analyzes datasets and secondary research materials. Designs and implements scientifically rigorous research to obtain new data. Applies expertise in applying appropriate quantitative analysis (e.g., statistical analyses using procedures such as multilevel modeling, classical regression techniques) or qualitative analysis. Expertise in conducting quantitative and qualitative research. Identifies questionable or erroneous data, reviews and determines statistical accuracy of studies compiles or reviews conclusions and research summaries. For IT projects, applies these skills in assisting senior Research Assocaites in developing and implementing methods for defining requirements for IT systems, assessing relationships between data elements, and defining meaningful output reports for stakeholders at varying levels within an organization. For talent development and training projects, helps implement research to support the development of training materials and course syllabi, and curricula. Applies knowledge of relevant legislative, regulatory, and policy issues. Excellent

18 | P a g e computer skills, especially in the use of word processing programs, spreadsheet programs, statistical software, and possesses strong Internet research skills. Knowledge of Performance Based Services

Contracting desired.

Minimum Years of Experience Minimum Education Required Certifications

3 years of relevant experience Master’s Degree None

ANALYST/RESEARCHER (II)

Functional Responsibility

Plans, organizes, and conducts complex research, collects, records, analyzes and evaluates facts. Develops research methodology, procedures, and tools for data collection; develops documentation for defining reporting fields; develops sampling and quality control techniques; designs and/or codes computer applications, programs and/or databases to perform data analysis in support of management consulting projects and other types of projects; edits, modifies and compiles statistical data. Reviews data to determine statistical accuracy of data files and reports identified erroneous or questionable data; develops conclusions, makes recommendations; and interprets trends and results of studies. Writes technical reports on assigned topics, and chapters of deliverables. On training projects, writes training material within his or her areas of expertise.

Minimum Years of Experience Minimum Education Required Certifications

6 years of relevant experience Bachelor’s Degree None

ANALYST/RESEARCHER (I)

Functional Responsibility

Plans, organizes, and conducts less complex research and assists in conducting complex research. Collects, records, analyzes, and evaluates facts. Applies research methodology, procedures, and tools for data collection; develops documentation for defining reporting fields; develops less complex sampling and quality control techniques; writes and/or designs and uses computer applications, programs and/or databases to perform data analysis; edits, modifies and compiles statistical data. Reviews less complex data to determine statistical accuracy of data files and reports identified erroneous or questionable data; helps develop conclusions and helps make recommendations; and interprets trends and results of studies. Writes sections of technical reports on assigned topics and contributes to chapters of deliverables. On training projects, writes portions of training materials within his or her areas of expertise.

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4 years of relevant experience Bachelor’s Degree None

PROJECT ANALYST (II)

Functional Responsibility

Helps define research needs for a project; conducts research; collects, organizes, quality-checks, and documents complex sources of data; and assembles it into databases. Maintains and updates project databases. Assists senior project staff members in responding to requests for specific data sets. Interprets results of less complex empirical analyses and assists in interpreting the results of complex empirical analyses.

Performs analyses and writes complex sections of technical reports on assigned topics. Analyzes and evaluates applicability of collected data and makes meaningful recommendations. Helps design training material within his or her area of expertise.

Minimum Years of Experience Minimum Education Required Certifications

4 years of relevant experience Bachelor’s Degree None

PROJECT ANALYST (I)

Functional Responsibility

Assists in conducting research needed for projects; collects, organizes, quality-checks, and documents data sources; and assembles it into databases. Maintains and updates project databases. Assists more senior project staff members in responding to requests for specific data sets. Assists in interpreting the results of empirical analyses. Performs analyses and writes less complex sections of technical reports on assigned topics. Analyzes and evaluates applicability of collected data. Conducts tests of computer code for specific modules, as assigned. Reviews training material for consistency.

Minimum Years of Experience Minimum Education Required Certifications

2 years of relevant experience Bachelor’s Degree None

BUSINESS ANALYST

Functional Responsibility

Works with internal and external customers and provides expertise and guidance in requirements definition and preparation of Specifications, Statement of Objectives (SOO)/Performance Work statements

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(PWS)/Statements of work (SOW) and associated documents. For management and organizational consulting projects, helps define requirements and options related to managerial or organizational change; and to implement process flow improvements and align updates and recommendations within the context of highest possible efficiency and effectiveness. For IT projects, applies these skills in helping define requirements for new or revised IT systems and in helping identify an flesh out alternative system concepts. Responsible for data mining and reporting. Ensures that technology improvements are aligned with clients’ policies and requirements and helps implement new and efficient business processes. For talent development and training projects, helps identify, specify, and develop measurement metrics for learning objectives, and helps define and develop training modules. Excellent computer skills, especially in the use of word processing programs, spreadsheet programs, and possesses strong Internet research skills. Knowledge of Performance

Based Services Contracting desired.

Minimum Years of Experience Minimum Education Required Certifications

3 years of relevant experience Bachelor’s Degree None

TECHNOLOGY SPECIALIST

Functional Responsibility

Applies intermediate level expertise in databases, information technology, and technology trends. Defines the problems and analyzes and develops plans and requirements in the subject matter area for moderately complex to complex management consulting and business process reengineering projects that include interfaces with information technology issues. Collaborates with other project team members and work cross functionally (alongside product, design, and QA team members), to develop new systems on information technology tasks. Works with client and other consultants to validate custom business logic validation requirements and then design appropriate technical solutions. Works with client and other consultants to understand new computer systems interface requirements and customization requests and implement and install those enhancements.

Minimum Years of Experience Minimum Education Required Certifications

9 years of relevant experience Bachelor’s Degree None

WEB DEVELOPER

Functional Responsibility

Contributes to the creative design for website refreshes and provides design support and guidance. Conducts comprehensive audits of websites for optimization, regulatory compliance, usability, accessibility (e.g., 508 compliance), gathers necessary required information, and makes recommendations for improvement.

Creates metadata tags and taxonomy to tag and categorize existing site content. Gathers recommendations

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AdWords. On management and strategy consulting projects, helps identify methods for integrating online processes and procedures to improve organizational efficiency, and to improve communications between a business or government organization and its external stakeholders. For talent development and training projects helps design and implement customized online, on-demand training courses and online exams via websites, learning management systems, or other appropriate online platforms.

Minimum Years of Experience Minimum Education Required Certifications

4 years of relevant experience Associate’s Degree None

CURRICULUM DEVELOPER

Functional Responsibility

Applies expertise in curriculum development to contribute to management consulting, business process reengineering, and related projects where there is a significant interface with educational issues. Also applies expertise in projects that center on the development or improvement of curricula. Collaborates with internal and external partners to design, develop, and implement standards-based education and training curricula. Implements evidence-based and/or best practice teaching and learning strategies; develops academic and technical training resources and materials in multiple formats (print, web, mobile, video, etc.);

provides training to instructors and mid-level management staff to deliver standards-based curriculum and best practice instructional methods; and utilizes teaching methodologies that yield intended learning objectives for learners.

Minimum Years of Experience Minimum Education Required Certifications

8 years of relevant experience Master’s Degree None

TRAINER

Functional Responsibility

Conducts research necessary to develop and revise training courses. Develops and revises these courses and prepares appropriate training catalogs. This individual develops all instructor and student materials to include course outline, background material, and training aids, course manuals, PowerPoints, workbooks, handouts, completion certificates, and course critique forms. Trains personnel by conducting formal in-person or virtual classroom courses, workshops, seminars, and/or computer based/computer aided training. Supervises and directs training staff. Prepares materials and resources for individuals with varying learning styles and abilities. Collaborates with various stakeholders to meet training objectives. Identifies candidate training and educational topics, develops, and manages timely responses to identified training needs, ensures a high standard of training and facilitation, and maintains accurate records of training and certification. For

22 | P a g e management consulting projects, assists in identifying change management options that include learning or training improvements as an integral part of the overall initiative to improve the organization’s effectiveness and efficiency. For IT related projects, helps define requirements and develop concepts for online training software.

Minimum Years of Experience Minimum Education Required Certifications

4 years of relevant experience Bachelor’s Degree None

IMPLEMENTATION SPECIALIST

Functional Responsibility

Works with internal and external customers and provides expertise and guidance in requirements definition and preparation of Specifications, Statement of Objectives (SOO)/Performance Work statements

(PWS)/Statements of work (SOW) and associated documents. Leads implementation of quality assurance measures and manages the tracking of those quality measures. For IT projects, develops implementation approaches and procedures for maintaining and updating databases and records following the development of a new or revised IT systems. For talent development and training projects, assists in implementing training programs, evaluating participation metrics, and identifying opportunities for continuous improvement of the training program. For management and strategic consulting projects, ensures that laws, policies, standards, training, technology, and all support components of a program or system align with the requirements and business objectives of a client. Leads implementation of quality assurance measures for a program or system, and manages the tracking of those quality measures. Excellent computer skills, especially in the use of word processing programs, spreadsheet programs, and possesses strong Internet research skills.

Minimum Years of Experience Minimum Education Required Certifications

3 years of relevant experience Bachelor’s Degree None

PROJECT SPECIALIST

Functional Responsibility

Provides day-to-day support on task orders for various projects including but not limited to IT, training, human resources, and organizational change managment. Consults with applicable client personnel to minimize costs and maximize efficiency in achieving the stated requirements on a project. Responsible for assisting with technical work, quality of work, standards compliance, schedule, and costs associated with various orders issued and reports these aspects to senior management. Conducts reviews of stakeholders data and information, assures compliance with requirements, conducts analyses, facilitates, and confirms communications with stakeholders, identifies and helps to resolve process issues, and helps conduct training and develop products. As applicable, coordinates and tracks review of stakeholder data or background

23 | P a g e information with appropriate staff to help ensure expedited handling. Excellent computer skills, especially in the use of word processing programs, spreadsheet programs, and possesses strong Internet research skills.

Knowledge of Performance Based Services Contracting desired.

Minimum Years of Experience Minimum Education Required Certifications

3 years of relevant experience Bachelor’s Degree None

EDITOR WRITER SME

Functional Responsibility

Leads major writing assignments, and manages, assigns work to, and edits work of less senior writers and editors. For IT projects, these assignments typically focus on complex systems requirements studies on the front end, and technical user guides and system documentation on the back end of systems development proejcts. For talent develometn and training projects, these assignments typically focus on custom-written textbooks, training guides and train-the-trainer guides. For management consulting projects, takes lead role in organizing and writing complex deliverables (e.g., management studies). On all such projects, makes decisions regarding themes and content, following consultation with clients, and provides editorial input and direction on written and multimedia communication products. Establishes standards for ensuring consistency and clarity in writing assignments for clients. Works with clients to secure appropriate approvals.

Serves as writer or editor on high-priority, complex writing assignments, and manages large assignments that involve multiple contributors. Serves as an editing resource on high-priority memoranda and correspondence. Staff in this labor category are well versed in the design, writing and preparation of reports, white papers, presentations, talking points, and communications materials having served in that capacity on projects that have produced products for the Federal and/or State legislatures; for other Federal, State and local officials; or for national associations and foundations.

Minimum Years of Experience Minimum Education Required Certifications

6 years of relevant experience Bachelor’s Degree None

FACILITATOR

Functional Responsibility

Provides support for the neutral facilitation and conflict management/resolution services as a facilitative consultant to support management or strategy consulting projects, program development, change management, or processes involving two or more individuals, a project team, an agency, or multiple agencies, organizations and/or departments. Serves as a facilitative consultant on IT system development projects (e.g., facilitating sessions involving two or more individuals to define or assign priorities to requirements for new or revised IT systems or sessions involving two or more individuals to make decisions

24 | P a g e on which system development concept to select prior to detailed system design). Serves as a facilitative consultant for talent devleopment and training projects (e.g., facilitating sessions invovling two or more individuals to decide on learning objectives and curriculum design for a new training course; team training exercises involving the joint development of solutions). Works closely with and assists a Senior Facilitator or

Trainer in planning, conducting, and completing follow-up assignments as appropriate for highly complex facilitation assignments. Works independently to plan, conduct and complete follow-up assignments as appropriate for facilitations with a moderate degree of complexity. Supports the development, analysis, implementation, and presentation of data or information. Oversees logistical planning and arrangements for meetings and workshops.

Minimum Years of Experience Minimum Education Required Certifications

3 years of relevant experience Bachelor’s Degree None

COMMUNICATIONS SPECIALIST

Functional Responsibility

For change management, management consulting, and organizational design projects, guides the…