MAS - Crossboundary LLC - 47QRAA24D009D

GENERAL SERVICES ADMINISTRATION

Federal Acquisition Service Authorized Federal Supply Schedule FSS Price List

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.

Multiple Award Schedule (MAS)

Professional Services - Business Administrative Services, Technical and Engineering Services

(non-IT) FSC/PSC Code: R408, R425

Contract Number: 47QRAA24D009D

Contract Period: June 17, 2024 - June 16, 2029

CROSSBOUNDARY, LLC

1627 I ST NW, STE 810

Washington, District of Columbia 20006

Website: https://www.crossboundary.com/ Contract Administrator: Christy Sisko

Email: christy.sisko@crossboundary.com

Business Size: Small Business

Price List Current through Modification #PS-0003, effective September 9, 2024

For more information on ordering go to the following website:

https://www.gsa.gov/schedules.

CUSTOMER INFORMATION:

1a. Table of awarded special item number(s) with appropriate cross reference to item descriptions and awarded price(s).

SIN Description

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

541690 Technical Consulting Services

541990 All Other Professional, Scientific, and Technical Services (Non-IT)

OLM Order-Level Materials (OLM)

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

1c. If the Contractor is proposing hourly rates, a description of all corresponding commercial job titles, experience, functional responsibility, and education for those types of employees or subcontractors who will perform services shall be provided. See Below

2. Maximum order. $1,000,000

3. Minimum order. $100

4. Geographic coverage. Domestic

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. 1.0% Quantity/Volume discount for a single task order exceeding $1,000,000.00.

8. Prompt payment terms. Net 30 Days. Information for Ordering Offices:

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

9. Foreign items. Not Applicable

10a. Time of delivery. Specified on the Task Order

10b. Expedited Delivery. Contact Contractor

10c. Overnight and 2-day delivery.

Contact Contractor

10d. Urgent Requirements. Contact Contractor

11. F.O.B. point(s). Destination 12a. Ordering address(es). Same as

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

13. Payment address(es). Same as

14. Warranty provision. Standard Commercial Warranty

15. Export packing charges, if applicable. Not Applicable

16. Terms and conditions of rental, maintenance, and repair (if applicable). Not Applicable

17. Terms and conditions of installation (if applicable). Not Applicable

18a. Terms and conditions of repair parts indicating date of parts price lists and any discounts from list prices (if applicable). Not Applicable

18b. Terms and conditions for any other services (if applicable). Not

19. List of service and distribution points (if applicable). Not Applicable

20. List of participating dealers (if

21. Preventive maintenance (if

22a. Special attributes such as environmental attributes (e.g., recycled content, energy efficiency, and/or reduced pollutants). Not

22b. If applicable, indicate that Section 508 compliance information is available for the information and communications technology (ICT) products and services offered 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/. Not

23. Unique Entity Identifier (UEI) number. H7URH2WEZLT3

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

Labor Category Functional Responsibilities Illustrative Background and Experience Minimum Education

Minimum Years of

Experience

Managing Partner

Oversees multiple strategic engagements globally. Primarily responsible for providing high-level, technical direction on select engagements and manages cross regional client and partner relationships. Duties may include but are not limited to:

Transaction Analysis o Help clients understand transaction dynamics in underserved markets based on years of experience leading investments into these markets o Provide clients with access to leading market knowledge based on extensive experience advising on, executing, or leading transactions – especially in underserved markets o Provide expertise on structuring blended finance vehicles and transactions at scale

Strategy Advisory and Review o Guide Managing Directors and Partners in addressing critical challenges for a company or investor strategy o Engage with C-suite contacts in companies and investors to help clients create effective strategies to address capital gaps in underserved markets

Market Expertise:

o Maintain a strong network of C-Suite contacts in public and private sectors as prospective partners across regions and sectors o Provide a seasoned perspective on market dynamics and industry best practices in finance and/or business strategy o Advise project teams on approach, deliverables, and stakeholder management

Leadership & Decision-Making:

o Manage three or more Partners, Managing Directors / Practice

Leads o Lead solution development to complex investment challenges in underserved markets o Lead the development of competitive strategies for clients in underserved markets around the world

A regional, sector, or industry-specific authority on strategies for unlocking capital in underserved markets, blended finance, and innovative investment mechanisms and strategies

Extensive experience working on transactions and/or strategy engagements across the globe

Education from one or more distinguished programs in business, finance, economics, accounting, or other related area of study

Extensive experience in management consulting, investment banking, private equity, or another related field

A deep understanding of and experience in the challenges of investment in underserved markets

Has led meaningful investments into underserved markets

Masters 15

Education

Minimum Years of

Experience

Partner

Oversees multiple engagements. May advise Managing Directors and Principals on strategic direction of projects or directly provide significant input into strategic direction of projects. Primary responsibility for strategic direction of projects, which may include stakeholder and client management, transaction oversight, and oversight of all analysis (financial or otherwise). Duties may include but are not limited to:

Transaction Analysis o Help clients understand transaction dynamics in underserved markets based on years of experience leading investments into these markets o Provide clients with access to leading market knowledge based on extensive experience advising on, executing, or leading transactions – especially in underserved markets o Provide expertise on structuring blended finance vehicles and transactions at scale

Strategy Advisory and Review o Guide Managing Directors and Principals in addressing critical challenges for a company or investor strategy o Engage with C-suite contacts in companies and investors to help clients create effective strategies to address capital gaps in underserved markets

Market Expertise:

o Maintain a strong network of C-Suite contacts in public and private sectors as prospective partners across regions and sectors o Provide a seasoned perspective on market dynamics and industry best practices in finance and/or business strategy o Advise project teams on approach, deliverables, and stakeholder management

Leadership & Decision-Making:

o Manage three or more Managing Directors / Practice Leads o Lead solution development to complex investment challenges in underserved markets o Lead the development of competitive strategies for clients in underserved markets around the world

Deep expertise in one or more sectors and/or underserved geographies

A regional, sector, or industry-specific authority on strategies for unlocking capital in underserved markets, blended finance, and innovative investment mechanisms and strategies

Extensive experience working on transactions and/or strategy engagements across the globe

Education from one or more distinguished programs in business, finance, economics, accounting, or other related area of study

Extensive experience in management consulting, investment banking, private equity, or another related field

A deep understanding of and experience in the challenges of investment in underserved markets

Has led meaningful investments into underserved markets

Bachelors 10

Education

Minimum Years of

Experience

Legal Support - Senior

Provide deep senior regulatory and legal advisory support to strategic and transaction advisory engagements across global and regional projects. Duties may include but are not limited to:

Structuring:

o Structuring transactions for projects and relevant vehicles o Structuring and set-up of funds o Corporate structuring o Project structuring

Contractual Review and Advising:

o Review and advising on transaction term sheets and full form documentation o Review of and advising on financing term sheets and full form documentation o Review and advise on corporate documentation o General market sounding on contractual terms

Sector and Jurisdictional Expertise: Contributing deep sector and in-country expertise, as appropriate

Functional Expertise: Providing deep functional expertise in project finance and corporate finance.

Strategic Advisor: Generally serving as project / transaction / financing strategic advisor

Regulatory Analysis: High-level assessment and evaluation of regulatory environment

Legal Counsel Liaison: Serving as key contact and counterpart with legal counsel

Deep expertise in one or more sectors and/or underserved geographies

Combining traditional and novel funding structures and concepts to meet nuanced market needs

Extensive experience working on large scale transactions and/or strategy engagements across the globe for private sector, governments and donor funded organizations

Legal Bar membership in one or more jurisdictions

Extensive work experience at tier 1 global law firms

Education from one or more distinguished law schools

Deep understanding of and experience in the challenges of investment in underserved markets

Closed billions of dollars’ worth of transactions across the globe

Juris Doctor (J.D.)

Education

Minimum Years of

Experience

Legal Support - Principal Legal

Support

Provide regulatory, legal advisory and transaction mechanics support to strategic advisory engagements. Supports Legal Support – Senior (General Counsel / Deputy General Counsel). Duties may include but are not limited to:

Structuring expertise o Structuring transactions for projects and relevant vehicles o Structuring and set-up of funds o Corporate structuring o Project structuring

Contractual Review and Advising o Review and advising on transaction term sheets and full form documentation o Review of and advising on financing term sheets and full form documentation o Review and advise on corporate documentation o General market sounding on contractual terms

Sector and Jurisdictional Expertise: Contributing deep sector and in-legal and regulatory country expertise, as appropriate.

Functional Expertise: Providing deep functional expertise in project finance and corporate finance

Strategic Advisor: Generally serving as project / transaction / financing strategic advisor

Regulatory Analysis: High-level assessment and evaluation of regulatory environment

Legal Counsel Liaison: Serving as key contact and counterpart

Deep expertise in one or more sectors and/or underserved geographies

Has worked on traditional and novel funding structures and concepts

Extensive experience working on large scale transactions and/or strategy engagements across the globe for private sector, governments and donor funded organizations

Legal Bar membership in one or more jurisdictions

Extensive work experience at tier 1 global law firms

Education from one or more law schools

A deep understanding of and experience in the challenges of investment in underserved markets

Closed hundreds of millions of dollars of transactions across the globe

Juris Doctor

Education

Minimum Years of

Experience

Legal Support - Associate Legal

Support

Provide regulatory, legal advisory and transaction mechanics support to strategic advisory engagements. Reports to and supports Senior and/or Principal Legal Support. Duties may include but are not limited to:

Structuring support o Structuring transactions for projects and relevant vehicles o Structuring and set-up of funds o Corporate structuring o Project structuring

Contractual Review and Advising o Review and advising on transaction term sheets and full form documentation o Review of and advising on financing term sheets and full form documentation o Review and advise on corporate documentation o General market sounding on contractual terms

Sector and Jurisdictional Expertise: Contributing sector and in-legal and regulatory country expertise, as appropriate.

Functional Expertise: Providing functional expertise in project finance and corporate finance

Regulatory Analysis: High-level assessment and evaluation of regulatory environment

Legal Counsel Liaison: Serving as a contact and counterpart

International experience, often in underserved geographies, with an understanding of the challenges of investment in underserved markets

Has worked on traditional and novel funding structures and concepts

Experience working on large scale transactions and/or strategy engagements across the globe for private sector, governments and donor funded organizations

Legal Bar membership in one or more jurisdictions

Education from one or more law schools

Juris Doctor

Education

Minimum Years of

Experience

Managing Director

Management of multiple engagements. Reports to Partner and supervises Principals and Associate Principals as appropriate.

Significant input into strategic direction of projects. Primary responsibility for day-to-day operations of project including stakeholder and client management, transaction management, management of all analysis (financial or otherwise), and makes major operational decisions on project. Can also be referred to as ‘Director’ or 'Lead' of operational areas or projects. Duties may include but are not limited to:

Stakeholder and Market Expertise:

o Build and maintain a strong network of executive-level contacts in public and private sectors to facilitate economic activity across relevant regions and sectors of responsibility o Oversees and provides expert advice and insight on markets by region, sector, or product

Transaction Analysis:

o Oversee and provide market expertise and guidance on transaction execution and due diligence for transactions within the designated region or sector

Strategy Advisory and Review o Provide clients and project teams with deep insight into the leading strategies for mobilizing capital into underserved markets o Provides frameworks, tools, and structures for how best to achieve goals for deploying and/or unlocking capital for underserved markets

Representation & Engagement:

o Serve as the executive point of contact for clients and stakeholders o Oversee and direct program development and management o Contribute to the advancement of knowledge about capital challenges and solutions in underserved markets market through white papers, speaking roles, roundtables, or other outlets

Analysis and Strategic Insights:

o Oversee and review strategic and financial analysis o Provide guidance to project teams on leading execution techniques and approaches

Extensive experience working on transactions and/or strategy engagements

Education from one or more distinguished programs in business, finance, economics, accounting, or other related area of study

Extensive experience in management consulting, investment banking, private equity, or another related field from a globally recognized firm

A deep understanding and experience in the challenges of investment in underserved markets

Has demonstrated significant career progression within business, finance, consulting, and/or a related field

Demonstrated leadership of highly complex engagements, transactions, or business lines

Bachelors 7

Education

Minimum Years of

Experience

Principal

Management of multiple engagements. Reports to Partner or Managing Director. Significant input into strategic direction of project. Primary responsibility for day-to-day operations of project including stakeholder and client management, transaction management, management of all analysis (financial or otherwise), makes major operational decisions on project. Can also be referred to as ‘Director’ of operational areas or projects. Duties may include but are not limited to:

Transaction Analysis:

o Lead or oversee execution and due diligence for transactions or strategy engagements within a designated region o Monitor and report on policy or legislation changes affecting transactions or strategies

Strategy Advisory and Review o Leads execution of critical analysis to inform client strategy development o Guides the structure of presentations and recommendations

Performance Monitoring:

o Oversee post-execution performance monitoring for transactions that have reached financial close Representation & Engagement:

o Serve as a senior point of contact for stakeholders o Lead or oversee project development and management o Ensures projects are led in the most effective and efficient way possible, making best use of client resources o Lead client meetings and deliver key presentations

Investment Analysis:

o Oversees more junior team members in the execution of due diligence financial and/or strategic analyses Market Engagement and Transaction Origination:

o Identify and pre-screen pipelines of potential transactions o Expand and maintain a strong network of contacts in public and private sectors to facilitate economic activity across relevant regions and sectors of responsibility

Experience working on transactions and/or strategy engagements

Education from one or more distinguished programs in business, finance, economics, accounting, or other related area of study

Experience in management consulting, investment banking, private equity, or other related field

A firm understanding of the challenges of investment in underserved markets

Demonstrated ability to lead complex strategy development and/or transactions, including those leveraging blended finance structures and strategies

Bachelors 6

Education

Minimum Years of

Experience

Associate Principal

Manages a single or several project objectives or co-manages engagements. Reports to Principal or Managing Director. Primary responsibility for day-to-day operations of project including stakeholder and client management, transaction management, management of all analysis (financial or otherwise). Makes major operational decisions on project. Duties may include but are not limited to:

Transaction Analysis:

o Lead or support due diligence for transactions within the designated region or sector o Monitor and report on policy or legislation changes affecting transactions and strategy engagements o Conduct market assessments and capital mapping o Facilitate and screen prospective pipeline of transactions Strategy Advisory and Review:

o Provide critical analysis for clients regarding their strategies in underserved markets o Perform market research and develop client-facing recommendations on strategic outcomes o Lead or support the development of client-facing recommendations Structuring:

o Lead or support the design and structuring behind the financial instruments or investment vehicles, especially blended finance vehicles

Performance Monitoring:

o Lead or support post-execution performance monitoring for transactions that have reached financial close Representation & Engagement:

o Deliver presentations, support developed recommendations, and back insights during client meetings Investment Analysis:

o Lead or support the creation or evaluation of blended finance vehicles and other investment mechanisms o Conduct financial analysis o Analyze investment terms

Experience working on transactions and/or strategy engagements

Education from one or more distinguished programs in business, finance, economics, accounting, or other related area of study

Experience in management consulting, investment banking, private equity, or other related field

An understanding of the challenges of investment in underserved markets

Familiarity and some demonstrated ability to use the tools of blended finance to mobilize capital

Bachelors 5

Education

Minimum Years of

Experience

Senior Associate

Manages a single project objective or co-management of engagement.

Reports to Associate Principal / Principal or Country/Regional Director.

Some input into strategic direction of projects. Liaise with client and stakeholders as appropriate. Primary responsibility for day-to-day research and analysis on a project workstream. Duties may include but are not limited to:

Transaction Analysis:

o Support due diligence for transactions within the designated region or sector o Monitor and report on policy or legislation changes affecting transactions and strategy engagements o Conduct market assessments and capital mapping o Facilitate and screen prospective pipeline of transactions Strategy Advisory and Review:

o Provide critical analysis for clients regarding their strategies in underserved markets o Perform market research and develop client-facing recommendations on strategic outcomes o Support the develop of client-facing recommendations Structuring:

o Support the design and structuring behind the financial instruments or investment vehicles, especially blended finance vehicles

Performance Monitoring:

o Support post-execution performance monitoring for transactions that have reached financial close Representation & Engagement:

o Deliver presentations, support developed recommendations, and back insights during client meetings

Investment Analysis:

o Support the creation or evaluation of blended finance vehicles and other investment mechanisms o Conduct financial analysis o Analyze investment terms

Experience working on transactions and/or strategy engagements

Education from one or more distinguished programs in business, finance, economics, accounting, or other related area of study

Experience in management consulting, investment banking, private equity, or other related field

An understanding of the challenges of investment in underserved markets

Familiarity and some demonstrated ability to use the tools of blended finance to mobilize capital

Bachelors 4

Education

Minimum Years of

Experience

Associate

Works on a single project objective. Reports to Principal or Associate Principal. Some input into strategic direction of projects. Liaise with client and stakeholders as appropriate. Primary responsibility for day-to-day research and analysis on a project workstream. Duties may include but are not limited to:

Supports the team on day-to-day project execution on workstreams including:

o Support key analysis of investor and company strategies o Help design and model investment structures and blended finance approaches

Support project pipeline development and market analysis efforts in the relevant region or sector by:

o Performing market assessments o Building capital maps and other outputs of complex analysis o Facilitating and screening prospective pipeline of deals

Support on transaction advisory engagements by:

o Supporting complex commercial due diligence assignments o Performing market research o Support the development of client-facing recommendations o Providing analysis to support the creation or evaluation of blended finance vehicles

Experience working on investment transactions and/or strategy engagements

Education from one or more distinguished programs in business, finance, economics, accounting, or other related area of study

Rudimentary experience in management consulting, investment banking, private equity, or other related field

Foundational understanding of the challenges of investment in underserved markets, as well as the frameworks and tools of blended finance

Bachelors 2

Education

Minimum Years of

Experience

Analyst

Works on a single project objective. Reports to Associate, Senior Associate, or Associate Principal. Provides analysis for day to day execution of projects. Liaises with junior counterparts and stakeholders as appropriate. Supports Associates and Senior Associates on executing day-to-day research and analysis on a project workstream. Duties may include but are not limited to:

Supports the team on day-to-day project execution on workstreams including:

o Support key analysis of investor and company strategies o Preliminary desk research and data collection and analysis

Support project pipeline development and market analysis efforts in the relevant region or sector by:

o Supporting on developing market assessments o Building or helping build capital maps and other outputs of complex analysis o Facilitating and screening prospective pipeline of deals

Support on transaction advisory engagements by:

o Supporting on various due diligence assignments o Performing market research and supporting qualitative and quantitative data collection o Support the development of client-facing recommendations o Providing analysis to support the creation or evaluation of blended finance vehicles

Experience working on investment transactions and/or strategy engagements

Education from one or more distinguished programs in business, finance, economics, accounting, or other related area of study

Basic understanding of the challenges of investment in underserved markets, as well as the frameworks and tools of blended finance

Bachelors 1

Substitutions. CROSSBOUNDARY LLC reserves the right to make the following substitutions in the education and/or experience requirements of any of the labor categories except for the following: Legal Support – Senior, Legal Support - Principal Legal Support, Legal Support - Associate Legal Support. Two (2) years of experience is equal to an Associate’s Degree, four (4) years of experience is equal to a Bachelor’s Degree, six (6) years of experience is equal to a Master’s Degree, and vice versa.

Education

Minimum Years of

Experience

Admin**

Works on administrative tasks associated with multiple projects. Reports to Principal or Associate. Duties may include but are not limited to:

General Administration o Perform a range of staff and operational support activities; serve as a liaison with other departments on essential administrative and operational matters o Arrange meetings and conferences, schedule interviews and appointments, and perform other duties related to maintaining one or more individual schedules; make travel and lodging arrangements, either directly or through travel agencies o Carry out administrative tasks o Organize all shipments and distribution routes to ensure timely deliveries Budgeting and Project Management o Ensure transactions are recorded and coded accurately in accounting systems

Bachelor's degree in a relevant field

1+ years of related experience working in administrative services, finance, accounting, audit, or related area

Bachelors 1

GSA PRICING:

SINs: 541611, 541690, 541990

Labor Category 6/17/24 – 6/16/25

6/17/25 – 6/16/26

6/17/26 – 6/16/27

6/17/27 – 6/16/28

6/17/28 – 6/16/29

Managing Partner $324.90 $334.64 $344.68 $355.01 $365.66

Partner $295.74 $304.61 $313.75 $323.16 $332.86

Legal Support - Senior $442.13 $455.39 $469.05 $483.12 $497.62

Legal Support - Principal Legal Support $331.60 $341.54 $351.79 $362.34 $373.21

Legal Support - Associate Legal Support $242.31 $249.57 $257.06 $264.77 $272.71

Managing Director $269.96 $278.07 $286.41 $295.00 $303.85

Principal $248.89 $256.35 $264.04 $271.96 $280.12

Associate Principal $238.68 $245.84 $253.22 $260.82 $268.64

Senior Associate $218.54 $225.10 $231.85 $238.80 $245.96

Associate $172.30 $177.47 $182.79 $188.27 $193.92

Analyst $135.40 $139.46 $143.64 $147.95 $152.39

Admin** $95.87 $98.74 $101.70 $104.76 $107.90

SCA/SCLS Matrix

SCLS Eligible Contract Labor Category/Fixed Price Service

SCLS Equivalent Code Title WD Number

Admin 01020 - Administrative Assistant 2015-4281

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 price list 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).