MAS - Cultiva Solutions LLC - 47QRAA22D0005

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Federal Supply Schedule 47QRAA22D0005 Federal contract IDV
Contract number
47QRAA22D0005
Issued by
GSA Federal Acquisition Service

About this file

This document outlines a Federal Supply Schedule for professional services held by Cultiva Solutions LLC. The schedule, awarded on October 1, 2021 through Contract Number 47QRAA22D0005, provides services through September 30, 2026. Key labor categories covered include program managers, policy analysts, IT directors, and training specialists at various levels. Pricing is provided for these categories across a five year period. The schedule allows government customers to place orders for covered professional services for projects taking place at both contractor and customer facilities.

Cultiva Solutions LLC (DBA Global Cultiva) Pricelist and/or Vendor Terms and Conditions for 47QRAA22D0005, a Federal Supply Schedule awarded to Cultiva Solutions LLC (DBA Global Cultiva), under Multiple Award Schedule (MAS)

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GENERAL SERVICES ADMINISTRATION

FEDERAL ACQUISITION SERVICE

Authorized Federal Supply Schedule FSS Price List

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

SCHEDULE TITLE: MAS

Federal Supply Group : Professional Services

CONTRACT NUMBER: 47QRAA22D0005

CONTRACT PERIOD: 10/1/2021-09/30/2026

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

CONTRACTOR:

CULTIVA SOLUTIONS LLC

202 CHURCH ST SE STE 520

LEESBURG, VA 20175-3033

WWW.GLOBALCULTIVA.COM

O: 202-600-9827

CONTRACTOR’S ADMINISTRATION SOURCE:

JAMES M GORDON

JMGORDON@GLBALCULTIVA.COM

O: 202-600-9827

BUSINESS SIZE : SMALL DISADVANTAGE, HUBzone

Pricelist current as of PS-0013 on 03/07/2024

Federal Supply Schedule Price List 1

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

SIN(s) Recovery SIN Description 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.

Please see pages 3-4.

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. Please see pages 4-10.

2. Maximum order: $1,000,000.00.

3. Minimum order: $100.00.

4. Geographic coverage (delivery Area):

Domestic and overseas.

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

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

7. Quantity discounts: None offered.

8. Prompt payment terms: Net 30 days.

Information for Ordering Offices: Prompt payment terms cannot be negotiated out of the contractual agreement in exchange for other concessions.

9. Foreign Items (list items by country of origin): None.

2 Federal Supply Schedule

10a. Time of delivery (Contractor insert number of days): Specified on the task order.

10b. Expedited delivery. The Contractor will insert the sentence “Items available for expedited delivery are noted in this price list.” under this heading. The Contractor may use a symbol of its choosing to highlight items in its price list that have expedited delivery: Contact contractor.

10c. Overnight and 2-day delivery. The Contractor will indicate whether overnight and 2-day delivery are available. Also, the Contractor will indicate that the schedule customer may contact the Contractor for rates for overnight and 2-day delivery: Contact contractor.

10d. Urgent requirements. The Contractor will note in its price list the “Urgent Requirements” clause of its contract and advise agencies that they can also contact the Contractor’s representative to effect a faster delivery: Contact contractor.

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

12a. Ordering address(es): Same as contractor.

12b. Ordering procedures:

See Federal Acquisition Regulation (FAR) 8.405-3

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

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

15. Export packing charges (if applicable): 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. Special attributes such as 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/." . N/A.

23. UEI Number: X1M5Z62MEMX9.

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

SIN/SIN(s) Proposed

Description Type

Labor Category/Service Title

Minimum Education

Minimum Years of Experience (Must be a whole number cannot be a range)

Price Offered to GSA (including

IFF)

Unit of Issue (Select from dropdown or enter Unit of Issue)

541611 Commercial Labor Category

Program Manager (Managing Director)

Masters 10 $179.16 Hourly

541611 Commercial Labor Category

Senior Policy Analyst (Managing Director)

Masters 10 $130.63 Hourly

541611 Commercial Labor Category

Information Technology Director (Sr Director)

Bachelors 10 $172.64 Hourly

541611 Commercial Labor Category

Strategic Advisor (Sr Director)

Bachelors 10 $228.55 Hourly

541611 Commercial Labor Category

Organizational Development Specialist (Director)

Bachelors 10 $92.84 Hourly

541611 Commercial Labor Category

Business Development Manager (Director)

Bachelors 10 $237.71 Hourly

541611 Commercial Labor Category

Project Manager II (Director)

Bachelors 10 $193.27 Hourly

541611 Commercial Labor Category

Instructional Designer II (Director)

Masters 10 $138.18 Hourly

541611 Commercial Labor Category

Training Specialist III (Director)

Bachelors 15 $113.00 Hourly

541611 Commercial Labor Category

Project Manager I (Associate)

Bachelors 5 $182.33 Hourly

541611 Commercial Labor Category

Data Scientist (Associate)

Bachelors 5 $152.36 Hourly

541611 Commercial Labor Category

Sr Recruiter (Associate)

Bachelors 5 $74.92 Hourly

541611 Commercial Labor Category

Business Analyst I (Associate)

Bachelors 5 $109.63 Hourly

541611 Commercial Labor Category

Business Analyst II (Associate)

Bachelors 10 $119.34 Hourly

541611 Commercial Labor Category

Financial Analysts (Associate)

Bachelors 5 $107.14 Hourly

541611 Commercial Labor Category

Human Factors Engineer (Associate)

Bachelors 5 $104.24 Hourly

541611 Commercial Labor Category

Training Specialist I (Associate)

Bachelors 5 $73.39 Hourly

541611 Commercial Labor Category

Training Specialist II (Associate)

Bachelors 10 $93.36 Hourly

541611 Commercial Labor Category

Instructional Designer I (Associate)

Bachelors 10 $130.52 Hourly

541611 SCLS Labor Category

Administrative Support**

BA 2 $63.54 Hourly

541611 Commercial Labor Category

Associate Trade and Investment Specialist

MA 3 $114.87 Hourly

541611 Commercial Labor Category

Economist MA 10 $183.44 Hourly

541611 Commercial Labor Category

Financial Analyst MA 5 $170.12 Hourly

541611 Commercial Labor Category

Financial Services Trainer

MA 5 $134.24 Hourly

541611 Commercial Labor Category

Financial Systems Analyst

BA 5 $158.53 Hourly

541611 Commercial Labor Category

Functional Expert I

PhD 15 $246.97 Hourly

541611 Commercial Labor Category

Functional Expert

II

MA 10 $213.16 Hourly

541611 Commercial Labor Category

Functional Expert

III

MA 5 $189.59 Hourly

Category

Functional Expert

IV

MA 3 $140.39 Hourly

541611 Commercial Labor Category

Junior Financial Analyst

BA 2 $108.64 Hourly

541611 Commercial Labor Category

Junior Financial Systems Analyst

BA 2 $110.68 Hourly

541611 Commercial Labor Category

Legal Consultant PhD 5 $213.16 Hourly

541611 Commercial Labor Category

Principal Trade and Investment Specialist I

MA 15 $250.06 Hourly

541611 Commercial Labor Category

Program Director PhD 15 $258.25 Hourly

541611 Commercial Labor Category

Program Manager MA 10 $198.81 Hourly

541611 Commercial Labor Category

Project Assistant BA 0 $68.66 Hourly

541611 Commercial Labor Category

Project Associate BA 2 $81.98 Hourly

541611 Commercial Labor Category

Senior Banker MA 10 $279.19 Hourly

541611 Commercial Labor Category

Senior Financial Analyst

MA 10 $174.22 Hourly

541611 Commercial Labor Category

Senior Financial Systems Analyst

MA 10 $170.12 Hourly

541611 Commercial Labor Category

Senior Project Manager

MA 5 $141.42 Hourly

541611 Commercial Labor Category

Senior Trade and Investment Specialist I

MA 12 $171.14 Hourly

541611 SCLS Labor Category

Technical Writer

MA 5 $180.76 Hourly

541611 Commercial Labor Category

Trade and Investment Specialist I

MA 10 $160.84 Hourly

Category

Trade and Investment Specialist II

MA 7 $135.02 Hourly

541611 Commercial Labor Category

Training Coordinator

BA 5 $68.66 Hourly

Service Contract Labor Standards (SCLS) Matrix

SCA Eligible Labor Category SCA Equivalent Code Title Wage Determination No Administrative Support ** 01020 - Administrative Assistant 2015-4281 Technical Writer ** 30463 - Technical Writer III 2015-4281

The Service Contract Labor Standards (SCLS) is applicable to this contract and it includes SCLCS applicable labor categories. The prices for the indicated (**) SCLS labor categories are based on the U.S. Department of Labor Wage Determination Number(s) identified in the SCLS matrix. The prices awarded are in line with the geographic scope of the contract (i.e. nationwide).

Labor Category Descriptions

Category/Service Title

Labor Category/Service Description Minimum Education

Minimum Years of Experience (Must be a whole number cannot be a range)

Program Manager (Managing Director)

The Program Manager develops and implements PMO processes and policies, directs project management staff, and works with other department leaders to define, prioritize, and develop projects and programs. Directs and oversees the Program Management Office (PMO) to ensure IT programs and projects meet organization goals and requirements.

Masters 10

Senior Policy Analyst (Managing Director)

A Senior Policy Analyst must have professional experience to advance the organization’s mission in public policy. Must be able to understand and define the affects of changes in policy and their impact on an agency's mission and function. Has knowledge and experience in developing and applying expertise on a diverse portfolio of policy issues.

Masters 10

Information Technology Director (Sr Director) analyzes the needs of different departments and determines ways to meet business objectives by modifying existing or developing new information processing systems.

Establishes, plans, and administers the overall policies and goals for the information technology department.

Bachelors 10

Strategic Advisor (Sr Director) drives strategic initiatives, and supports the development of long-term growth plans and profitability goals. Directs and oversees an organization's strategic and long-range goal planning function.

Bachelors 10

Organizational Development Specialist (Director)

Develops training programs, facilitates change management initiatives, and reviews current development programs to ensure linkage to company goals. Focuses on building the company's stock of human

Bachelors 10 capital and encouraging employee development.

Business Development Manager (Director)

Develops and maintains client relationships.

Directs, establishes, maintains, and plans the overall policies and goals for business development. Works with other departments to ensure alignment of company goals, as set by senior management. Identifies potential business partners and negotiates agreements and ensures business growth strategies are met.

Bachelors 10

Project Manager II (Director)

Project Managers are responsible for masterminding, outlining and developing projects. They design the project goals and success markers, determine how success will be measured and tracked. They ensure the project remains on time and on budget and help motivate team members to hit their goals.

Bachelors 10

Instructional Designer II (Director)

The Instructional Designer consults with subject matter experts to provide course content and training curriculum. Designs and develops employee learning programs in align with organization goal and training needs. Being an Instructional Designer conducts assessment and analysis to identify new development needs and recommends training methods accordingly. Tracks employee performance and measures training outcomes.

Masters 10

Training Specialist III (Director)

A Training Specialist delivers company training programs and workshops to employees and managers. Monitors the effectiveness of training on employees using individual or group performance results.

Collects feedback on sessions from attendees to use for future improvements to content and presentation. Develops new training program design and existing program enhancements including lesson plans and training aids. May specialize in a particular subject, training program, or function of the company. Training programs may include topics such as leadership, supervisory/management training, work skills training, team building, and communications.

Bachelors 15

Project Manager I (Associate)

Project Managers are responsible for masterminding, outlining and developing projects. They design the project goals and success markers, determine how success will be measured and tracked. They ensure the project remains on time and on budget and help motivate team members to hit their goals.

Bachelors 5

Data Scientist (Associate)

Identifies business trends and problems through complex big data analysis. Interprets results from multiple sources using a variety of techniques, ranging from simple data aggregation via statistical analysis to complex data mining independently. Designs, develops and implements the most valuable business solutions for the organization.

Prepares big data, implements data models and develops database to support the business solutions.

Bachelors 5

Sr Recruiter (Associate)

Recruiter places advertisements, attends job fairs, interviews candidates, and performs other related duties. Recruits qualified applicants for employment. Interviews, tests, and refers candidates to the appropriate employment positions.

Bachelors 5

Business Analyst I (Associate)

Plans and builds an organization's systems infrastructure through assessments, gap analysis, or SWOT assessment. Implements, modifies and designs information system.

Monitors the performance of systems.

Bachelors 5

Business Analyst II (Associate)

Plans and builds an organization's systems infrastructure through assessments, gap analysis, or SWOT assessment. Implements, modifies and designs information system.

Monitors the performance of systems.

Bachelors 10

Financial Analysts (Associate)

A Financial Analyst must have experience in the review of financial data to identify planned versus actual status. Must have experience in identifying risk areas and create narrative, graphic, and oral status reports.

Bachelors 5

Human Factors Engineer (Associate)

A Human Factors Engineer must have experience in assessing new products and their compliance to human factors standards and their affects on users. Must be able to take user

Bachelors 5 requirements and define and design products and solutions that meet end user needs.

Must have experience in documenting strategies and plans. Conduct human factors analysis and document findings. The work can involve both hardware and software. Must have an understanding of all standards.

Training Specialist I (Associate)

A Training Specialist delivers company training programs and workshops to employees and managers. Monitors the effectiveness of training on employees using individual or group performance results.

Collects feedback on sessions from attendees to use for future improvements to content and presentation. Develops new training program design and existing program enhancements including lesson plans and training aids. May specialize in a particular subject, training program, or function of the company. Training programs may include topics such as leadership, supervisory/management training, work skills training, team building, and communications.

Bachelors 5

Training Specialist II (Associate)

A Training Specialist delivers company training programs and workshops to employees and managers. Monitors the effectiveness of training on employees using individual or group performance results.

Collects feedback on sessions from attendees to use for future improvements to content and presentation. Develops new training program design and existing program enhancements including lesson plans and training aids. May specialize in a particular subject, training program, or function of the company. Training programs may include topics such as leadership, supervisory/management training, work skills training, team building, and communications.

Bachelors 10

Instructional Designer I (Associate)

The Instructional Designer consults with subject matter experts to provide course content and training curriculum. Designs and develops employee learning programs in align with organization goal and training needs. Being an Instructional Designer

Bachelors 10 conducts assessment and analysis to identify new development needs and recommends training methods accordingly. Tracks employee performance and measures training outcomes.

Administrative Support **

Provides basic organizational and administrative support to teams and to clients. Prioritizes a wide range of activities.

BA 2

Associate Trade and Investment Specialist

Assists project teams as needed to improve quality of products and deliverables;

contributes to team building and/or project writing assignments; conducts research and/ or related information gathering tasks; assists in monitoring and/or budgeting program activities. Has knowledge of commonly used concepts, practices, and procedures within a relevant field. Relies on instructions and pre-established guidelines to perform the functions of the job. Works under immediate supervision. Primary job functions do not typically require exercising independent judgment.

MA 3

Economist Includes actuarial, macro, micro, financial, monetary, and fiscal economists as well as tax specialists, pension specialists, statisticians, and budget/forecasting specialists. Familiar with standard concepts, practices, and procedures within field. Plans, conducts, and supervises projects of major significance. Has advanced knowledge of field of economics and the ability to develop analytical methodologies and research approaches.

Supplies technical advice and counsel to other professionals. Has experience in analysis of economic development projects and proposals. Analyzes and interprets data from various sources. Compiles reports, charts, and tables based on established statistical methods.

MA 10

Financial Analyst Under guidance of a Senior Financial Analyst, formulates strategic financial plans, prepares cost estimates and analyzes financing requirements. Assesses products and procedures for compliance with government standards, accounting principles, internal controls, and multi-tiered system application standards.

MA 5

Understands interrelationships between financial management requirements and automated solutions, considering the current system environment and potential integration for added systems

Financial Services Trainer

Responsible for designing and delivering training classes aimed at strengthening counterparts’ capacity in the financial sector.

Training topics include credit, banking sector, capital market, accounting, bank restructuring, financial sector strategies, deposit insurance, foreign exchange reporting, anti-money laundering procedures, and training of trainer programs.

Responsibilities include training of trainers.

MA 5

Financial Systems Analyst

Under a Senior Financial Systems Analyst, provides technical guidance to complex management information systems. Assesses, designs, and implements management information systems for corporate and project needs. Using knowledge of project management concepts, practices and procedures, conducts assessment of project need, design systems that are user friendly, stable and appropriate. Customizes DAI s proprietary project management system to meet particular project’s needs. Provides technical support and backstopping to field, home office and clients.

BA 5

Functional Expert I

Has had significant development experience in a related discipline; minimum fifteen years of experience working in international development, as well as significant experience working on donor funded technical projects or for/with contractors providing technical assistance on projects.

Has significant experience in planning, organization, and oversight of group of project staff; and has experience in supervising and managing large teams and complex projects.

PhD 15

Functional Expert

II

Possesses professional experience in a field of specialization; Substantial overseas experiences, including experience as a project manager or technical advisor;

MA 10

minimum of ten years working with international donors, including proposal preparation, project management, and marketing; Demonstrated negotiation skills;

Experience providing direction, oversight, and coordination of project, proposal, and initiative teams.

Functional Expert

III

Possesses professional experience in a related field; has substantial overseas experience. Has minimum of five years of experience working with international donors, including proposal preparation, project management, and marketing.

MA 5

Functional Expert

IV

Possesses professional experience in a field of specialization; has substantial overseas experience, including experience working with systems of international donors, project management, proposals, and marketing.

MA 3

Junior Financial Analyst

Prepares cost estimates and analyzes financing requirements. Assess products and procedures for compliance with government standards, accounting principles, internal controls, and multi- tiered system application standards. Prepares status reports and presentations for Financial Analyst Team.

BA 2

Junior Financial Systems Analyst

Under the Financial Analyst Team, assesses, designs, and implements management information systems for corporate and project needs. Using knowledge of project management concepts, practices and procedures, conducts assessment of project need, design systems that are user friendly, stable and appropriate.

Customizes DAI s proprietary project management system to meet particular project needs. Provides technical support and backstopping to field, home office and clients.

BA 2

Legal Consultant Includes Regulatory, Pension, Tax, International, Trade, and Commercial law.

Familiar with standard concepts, practices, and procedures within particular field. Acts as representative in dealing with local and national agencies. Provides advice on commercial and government matters and on contractual terms and conditions.

PhD 5

Principal Trade and Investment Specialist I

Manages, leads, advises, or provides technical assistance in area of expertise to reach program objectives. Management responsibilities may range from oversight of individuals on defined tasks to full supervisory/management responsibility for larger teams and projects. Demonstrated experience in planning, organizing and/ or directing programs, staff and/or technical tasks. May serve as liaison or advisor to high-level executives or government representatives. Employs a high degree of creativity and foresight to plan, organize and guide programs or activities for which approaches, or precedence may be unclear or non-existent.

Exceptional oral and written communication skills.

MA 15

Program Director Performs overall management role at the highest level. Directs the planning and production of all contract support activities.

Has authority and responsibility to identify and commit resources required to support program. Establishes and alters management structure to direct effective contract support activities. Ultimate responsibility for quality products and services.

PhD 15

Program Manager Oversees and manages contract support operations involving multiple projects and groups of personnel at multiple locations.

Works with Project Managers to establish and maintain timelines. Provides Project Managers with adequate resources to complete assigned projects. Ensure that all programmatic reporting deadlines are met, and contractual relationships with subcontractors are established. Ensures that grant proposals and awards meet corporate guide- lines and that grant awards are spent in an appropriate and timely manner, and ensures that all project deliverables are submitted in a timely fashion.

MA 10

Project Assistant Serves as liaison between field staff and home office for long and short-term overseas projects. Assists in routine administration and backstopping assignments for projects

BA 0

or group initiatives.

Addresses project finance and contract issues.

Project Associate Performs management and administrative backstopping for long and short-term overseas projects of moderate size and complexity, including overall coordination and monitoring of project activities. Assists in project start-up, recruitment, and closedown.

Resolves project finance and contract issues.

Provides training to field staff on home office procedures and systems on long-term projects.

Provides management and logistical support in field on short-term assignments. Ensures that grant awards are spent in an appropriate and timely manner.

BA 2

Senior Banker Has significant technical experience in one or more of the following areas: providing program and transaction financial advisory services; market outreach, market analysis, and execution of asset sale transactions;

conducting financial analysis for commercial loan underwriting, servicing, and/or loss mitigation; investment banking and/or corporate finance experience structuring debt or equity financing; analytical evaluation and modeling of credit risk.

MA 10

Senior Financial Analyst

Provides technical guidance and leadership to projects. Formulates strategic financial plans, prepares cost estimates and analyzes financing requirements. Assesses products and procedures for compliance with government standards, accounting principles, internal controls, and multi-tiered system application standards.

Understands interrelationships between financial management requirements and automated solutions, considering the current system environment and potential integration for added systems.

MA 10

Senior Financial Systems Analyst

Provides technical guidance to complex management information systems. Assesses, designs, and implements management information systems for corporate and project needs. Using knowledge of project management concepts, practices and

MA 10

procedures, con- ducts assessment of project need, design systems that are user friendly, stable and appropriate. Provides technical support and backstopping to field, home office and clients.

Senior Project Manager

Under the guidance of the Program Manager, is responsible for the overall management of the specific task orders and ensures that the technical/financial solutions and schedules in the task orders are implemented in a timely manner. Organizes, directs and coordinates the planning and production of all activities associated with assigned task order. Ensures that quality products and services are delivered. Ensures that all programmatic reporting deadlines are met, and contractual relationships with subcontractors are established. Ensures that grant proposals and awards meet corporate guidelines and that grant awards are spent in an appropriate and timely manner.

MA 5

Senior Trade and Investment Specialist I

Exercises leadership in technical and project related assignments often managing or mentoring individuals or small teams.

Analyzes client needs and develops program solutions and requirements. Conceptualizes and leads group initiatives in the coordination of group and project activities. Identifies resources required for each task and typically provides guidance and oversight for implementation. Highly knowledgeable in a particular field of specialization or industry or sector. A high degree of creativity and ability to work independently under general guidelines or objectives is required.

Demonstrates exceptional oral and written communication skills.

MA 12

Technical Writer

Prepares brochures, operating instructions, training materials and reports of a technical nature working under general direction and subject to deadlines and heavy workload.

Edits documents that have been prepared by technical specialists to ensure that organization, vocabulary, and development is clear, logical, and meaningful to those with less subject matter knowledge than the authors. Combines reports and papers from

MA 5

several authors, determining the relationships of each component part to the whole to produce final products that are clear, logically organized, and presented in a uniform style. Reviews complex and lengthy technical material and prepares written or oral summaries that are easily understood by non-technical audiences.

Trade and Investment Specialist I

Works in a technical or project related capacity. Familiar with standard concepts, practices, and procedures within a particular field. Analyzes client issues and suggests solutions for improvement. Plays key role in implementing strategic group or program initiatives. Relies on limited experience and judgment to plan and accomplish goals.

Performs a variety of tasks. Ability to plan and organize workloads with limited supervision.

A certain degree of creativity and latitude is required.

MA 10

Trade and Investment Specialist II

Works in a technical or project related capacity on defined assignments;

participates in implementation of strategic group initiatives. Has knowledge of commonly used concepts, practices, and procedures within a relevant field. Relies on instructions and pre-established guidelines to perform the functions of the job.

Works under general supervision. Primary job functions typically require exercising some independent judgment.

MA 7

Training Coordinator

Organizes and conducts training and educational programs; Maintains records of training activities, employee progress and program effectiveness. Works on most phases of training and conducts the research necessary to develop and revise training courses and prepares appropriate training catalogs. Prepares instructor materials (course outline, background material, and training aids), as well as student materials (course manuals, workbooks, handouts, completion certifications, and course critique forms).

BA 5

SUBSTITUTION TABLE

Labor Category

Min Edu

Min Exp

PhD

Masters

Bachelors

Associate High School

Administrative Support BA 2 0 0 2 N/A 6 Associate Trade and Investment Specialist

MA 3 0 3 5 N/A 9

Trade and Investment Specialist II

MA 7 4 7 9 N/A 13

Trade and Investment Specialist I

MA 10 7 10 12 N/A 16

Senior Trade and Investment Specialist I

MA 12 9 12 14 N/A 18

Principal Trade and Investment Specialist I

MA 15 12 15 17 N/A 21

Program Director PhD 15 15 18 20 N/A 24 Program Manager MA 10 7 10 12 N/A 16 Senior Project Manager MA 5 2 5 7 N/A 11 Project Associate BA 2 0 0 2 N/A 6 Project Assistant BA 0 0 0 0 N/A 4 Senior Financial Analyst MA 10 7 10 12 N/A 16 Financial Analyst MA 5 2 5 7 N/A 11 Junior Financial Analyst BA 2 0 0 2 N/A 6 Economist MA 10 7 10 12 N/A 16 Senior Banker MA 10 7 10 12 N/A 16 Legal Consultant PhD 5 5 8 10 N/A 14 Senior Financial Systems Analyst

MA 10 7 10 10 N/A 14

Financial Systems Analyst BA 5 0 3 5 N/A 9 Junior Financial Systems Analyst

BA 2 0 0 2 N/A 6

Financial Services Trainer MA 5 2 5 7 N/A 11 Technical Writer MA 5 2 5 7 N/A 11 Training Coordinator BA 5 0 3 5 N/A 9 Functional Expert I PhD 15 15 18 20 N/A 24 Functional Expert II MA 10 7 10 12 N/A 16 Functional Expert III MA 5 2 5 7 N/A 11 Functional Expert IV MA 3 0 3 5 N/A 9

SUBSTITUTION TABLE

Labor Category

Min Edu

Min Exp

PhD

Masters

Bachelors

Associate High School

Administrative Support BA 2 0 0 2 N/A 6 Associate Trade and Investment Specialist

MA 3 0 3 5 N/A 9

Trade and Investment Specialist II

MA 7 4 7 9 N/A 13

Trade and Investment Specialist I

MA 10 7 10 12 N/A 16

Senior Trade and Investment Specialist I

MA 12 9 12 14 N/A 18

Principal Trade and Investment Specialist I

MA 15 12 15 17 N/A 21

Program Director PhD 15 15 18 20 N/A 24 Program Manager MA 10 7 10 12 N/A 16 Senior Project Manager MA 5 2 5 7 N/A 11 Project Associate BA 2 0 0 2 N/A 6 Project Assistant BA 0 0 0 0 N/A 4 Senior Financial Analyst MA 10 7 10 12 N/A 16 Financial Analyst MA 5 2 5 7 N/A 11 Junior Financial Analyst BA 2 0 0 2 N/A 6 Economist MA 10 7 10 12 N/A 16 Senior Banker MA 10 7 10 12 N/A 16 Legal Consultant PhD 5 5 8 10 N/A 14 Senior Financial Systems Analyst

MA 10 7 10 10 N/A 14

Financial Systems Analyst BA 5 0 3 5 N/A 9 Junior Financial Systems Analyst

BA 2 0 0 2 N/A 6

Financial Services Trainer MA 5 2 5 7 N/A 11 Technical Writer MA 5 2 5 7 N/A 11 Training Coordinator BA 5 0 3 5 N/A 9 Functional Expert I PhD 15 15 18 20 N/A 24 Functional Expert II MA 10 7 10 12 N/A 16 Functional Expert III MA 5 2 5 7 N/A 11 Functional Expert IV MA 3 0 3 5 N/A 9

Pages from LC Add Draft FSS.pdf
FSS2
SCA Matrix
LC Descriptions
Substitution Table

File details come from the government source that posted it. Updated .