MAS - Greenleaf Integrative Strategies LLC - 47QREA21D000Y

GENERAL SERVICES ADMINISTRATION

Federal Supply Service Authorized Federal Supply Schedule Price List

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GSA MULTIPLE AWARD SCHEDULE

FSC Group, Part, and Section or Standard Industrial Group (as applicable) FSC Class(es)/Product code(s) and/or Service Codes (as applicable) -

Contract number – 47QREA21D000Y

For more information on ordering from Federal Supply Schedules click on the FSS Schedules button at fss.gsa.gov.

Contract period – June 8, 2021 - June 7, 2026

Contractor's name, address, and phone number - Greenleaf Integrative Strategies, LLC

3033 Wilson Boulevard, Suite 700

Arlington, VA 22201-3868

571-317-0684

Contractor’s internet address/web site where schedule information can be found – greenleafintegrative.com

Business size – Small Business

Greenleaf Integrative helps government organizations that operate in highly demanding environments change their approach to cumulative stress and institutional pressures.

Combining proven scientific principles and a deep understanding of how people and government organizations operate, we tailor and scale solutions from our areas of expertise and services below to meet your objectives, budget, and timetable.

CUSTOMER INFORMATION:

1a. Services Offered and Applicable Pricing

Greenleaf Integrative offers the following services, or Special Item Numbers (SINs), under its

GSA Multiple Award Schedule (MAS):

Large Category - Professional Services Subcategory - Business Administrative Services SIN 541611 - Management and Financial Consulting, Acquisition and Grants Management Support, and Business Program and Project Management Services and

Large Category – Professional Services Subcategory – Training SIN 611430 – Professional and Management Development Training

General

SIN OLM – Order Level Materials

Labor Category Title Hourly Rate

Program Manager $268.82

Project Manager $169.49

Training Consultant IV $451.39

Training Consultant III $340.37

Training Consultant II $237.53

Training Consultant I $200.64

Training Specialist IV $155.72

Training Specialist III $125.27

Training Specialist II $90.41

Training Specialist I $66.41

Subject Matter Expert IV $498.24

Subject Matter Expert III $425.55

Subject Matter Expert II $334.78

Subject Matter Expert I $233.14

Program Consultant III $214.67

Program Consultant II $185.40

Program Consultant I $126.10

Program Analyst III $89.11

Program Analyst II $74.27

Program Analyst I $58.09

1b. N/A

1c. Labor Category Descriptions

Labor Category Functional Responsibilities Minimum Education

Minimum Years’

Experience SIN 611430 – Professional and Management Development Training

Program Manager Managerial and technical leadership experience directing and supporting coaching, training, and/or consultation efforts requiring both specialized and diverse knowledge. Advanced knowledge of training and coaching principals, theories, and concepts to accomplish the objective of a program. Develops or directs development of solutions to problems.

Responsible to management for effectiveness of final results. Representation as a primary contact with clients and potential clients.

Masters 3

Project Manager Managerial and technical leadership experience directing and supporting coaching, training, and/or consultation efforts. Knowledge of training and coaching principals, theories, and concepts to accomplish the objective of a project. Develops or directs development of solutions to problems.

Responsible to management for effectiveness of final results. Representation as a primary contact with clients and potential clients.

Bachelors 4

Training Consultant IV

Develops, implements, and evaluates complex training plans and programs. Develops complex and comprehensive training materials, manuals, procedures, and/or visual aids to meet client objectives. Develops and conducts training needs assessments and determines complex training requirements. Conducts training evaluations to ensure effectiveness of programs and recommends comprehensive training modifications including process improvements. Serves as a trusted training subject matter expert and ensures training materials, procedures, plans, and/or programs reflect business needs and specifications.

Masters 20

Training Consultant III

Develops, implements, and evaluates complex training plans and programs. Develops complex and comprehensive training materials, manuals, procedures, and/or visual aids to meet client objectives. Develops and conducts training needs assessments and determines complex training requirements. Conducts training and ongoing training evaluations to ensure effectiveness of programs and recommends comprehensive training modifications including process improvements. Serves as a trusted training subject matter expert and ensures training materials, procedures, plans, and/or programs reflect business needs and specifications.

Masters 15

Training Consultant II

Develops, implements, and evaluates training plans and programs. Develops training materials, manuals, procedures and/or visual aids to meet a client's requirements. Develops and conducts training needs assessments and determines training requirements.

Conducts training and ongoing training evaluations to ensure effectiveness of programs and recommends comprehensive training modifications including process improvements. Serves as a training subject matter expert and ensures training materials, procedures, plans and/or programs reflect business needs and specifications.

Masters 10

Training Consultant I

Develops, implements, and evaluates training plans and programs. Develops training materials, manuals, procedures, and/or visual aids to meet a client's requirements. Develops and conducts training needs assessments and determines training requirements.

Conducts training and ongoing training evaluations to ensure effectiveness of programs and recommends training modifications including process improvements. Ensures training materials, procedures, plans, and/or programs reflect business needs and specifications.

Masters 5

Training Specialist

IV

Responsible for overseeing and managing a Training Unit. Provides professional training in support of course development, instruction, and the implementation of subject matter specific training relating to requirements based on customer needs.

Conducts analysis on research material and responsible for overall development of all instruction course material and context. This includes, but is not limited to learning management and SME Specific Training within a web-based and/or in classroom setting.

Masters 6

Training Specialist

III

Works as part of a Training Unit. Provides professional training in support of course development, instruction, and the implementation of subject matter specific training relating to requirements based on customer needs. Conducts analysis on research material and responsible for the overall development of all instruction course material and context. This includes, but is not limited to learning management and SME Specific Training within a web-based and/or in classroom setting.

Masters 3

Training Specialist

II

Works as part of a Training Unit. Provides professional training in support of course development, instruction, Bachelors 3 and the implementation of subject matter specific training relating to requirements based on customer needs. Conducts analysis on research material and responsible for the overall development of all instruction course material and context. This includes, but is not limited to learning management and SME Specific Training within a web-based and/or in classroom setting.

Training Specialist I

Works as part of a Training Unit. Provides professional training support of course development, instruction, and the implementation of subject matter specific training relating to requirements based on customer needs. Conducts analysis on research material and assists in the development of all instruction course material and context. This includes, but is not limited to learning management and SME Specific Training within a web-based and/or in classroom setting.

Bachelors 1

Subject Matter Expert IV

Provides high-level subject matter proficiency and advanced technical knowledge and analysis of highly specialized environments, high-level functional design, integration, documentation, training, and implementation advice on complex organizational problems that require extensive knowledge of the subject matter for effective implementation.

Masters 20

Subject Matter Expert III

Provides high-level subject matter proficiency and advanced technical knowledge and analysis of highly specialized environments, high-level functional design, integration, documentation, training, and implementation advice on complex organizational problems that require extensive knowledge of the subject matter for effective implementation.

Masters 15

Subject Matter Expert II

Provides high-level subject matter proficiency and advanced technical knowledge and analysis of highly specialized environments, high-level functional design, integration, documentation, training, and implementation advice on complex organizational problems that require extensive knowledge of the subject matter for effective implementation.

Masters 10

Subject Matter Expert I

Provides high-level subject matter proficiency and advanced technical knowledge and analysis of highly specialized environments, high-level functional design, integration, documentation, training, and implementation advice on complex organizational problems that require extensive knowledge of the subject matter for effective implementation.

Masters 5

SIN 541611 – Management and Financial Consulting, Acquisitions and Grants Management Support, and Business Program and Project Management Services Program Consultant III

Manage a program or team's activities related to completion of a program based on schedule, cost, performance and quality objectives. Develop and execute project work plans. Review program plan implementation to meet changing needs and requirements. Identify, manage and monitor program dependencies and critical path. Convey timely and precisely project expectations to customers and internal stake holders. Develop and maintain close professional relations with client stakeholders. Lead internal workgroup meetings. Search and provide information required for references, benchmarks and programs goals. Provide consultation to operations team, executive management, and/or client. Record program activities for external and internal compliance and management reporting. Support management to coordinate implementing new/existing programs.

Masters 10

Program Consultant II

Lead a program or team's activities related to completion of a project based on schedule, cost, performance and quality objectives. Develop and execute project work plans. Review program plan implementation to meet changing needs and requirements. Identify, manage and monitor program dependencies and critical path. Convey timely and precisely project expectations to customers and internal stakeholders. Develop and maintain close professional relations with client stakeholders. Provide information required for references, benchmarks and programs goals. Provide consultation to operations team, executive management, and/or client. Record program activities for external and internal compliance and management reporting. Support management to coordinate implementing new/existing programs.

Masters 6

Program Consultant I

Support program activities related to completion of tasks based on schedule, cost, performance and quality objectives. Execute project work plans. Review program plan implementation to meet changing needs and requirements. Identify, manage and monitor program dependencies and critical path. Convey timely and precisely project expectations to customers and internal stakeholders. Develop and maintain close professional relations with client stakeholders. Provide information required for references, benchmarks and programs goals. Provide consultation to operations

Masters 2 team, executive management, and/or client. Record program activities for external and internal compliance and management reporting.

Program Analyst III Reviews, analyzes, and evaluates business/program and user needs. Documents requirements, defines scope and objectives, and formulates/implements plans to meet overall business strategies.

Demonstrates expertise in a variety of the field's concepts, practices, and procedures. Relies on extensive experience and judgment to plan and accomplish goals. Performs a variety of tasks. May provide consultation on complex projects and is considered to be the top level contributor/specialist. A wide degree of creativity and latitude is expected.

Typically reports to a manager or head of a unit/department.

Bachelors 6

Program Analyst II Reviews and evaluates business/program and user needs; assists with analysis. Documents requirements, helps defines scope and objectives, and formulates/implements plans to meet business strategies. Demonstrates some expertise in a variety of the field's concepts, practices, and procedures. Relies on experience and judgment to plan and accomplish goals. Performs a variety of tasks. May provide consultation on complex projects and is considered to be a team contributor. A wide degree of creativity and latitude is expected. Typically reports to a manager or head of a unit/department.

Bachelors 3

Program Analyst I Assists with analysis of business/program and user needs. Assists with documenting requirements, helps define scope and objectives. Demonstrates minimal or basic knowledge of a variety of the field's concepts, practices, and procedures. Relies on experience and judgment to plan and accomplish goals, but normally guided by others as part of a team. Performs a variety of tasks. May provide consultation on projects and is considered to be a team contributor. A wide degree of creativity and latitude is expected. Reports to a manager or head of a unit/department.

Bachelors 1

Education/Experience Trade-offs:

Master's Degree - A Bachelor's Degree + additional two (2) years related experience OR Associate's

Degree + additional five (5) years related experience

Bachelor's Degree - An Associate's Degree + additional three (3) years related experience OR a High

School Diploma + additional eight (8) years related experience

Associate's Degree - A High School Diploma + additional five (5) years experience

2. Maximum order - $1,000,000.00

3. Minimum order - $100.00

4. Geographic coverage (delivery area)

SIN Scope 541611 W – Worldwide 611430 W – Worldwide OLM W - Worldwide

5. Point(s) of production (city, county, and State or foreign country) – N/A

6. Discount from list prices or statement of net price – Price are net, initial discounts have been applied. Additional discounts may be provided at the Task Order level.

7. Quantity/Volume discounts – 1.0% discount on Task Orders that are greater than $500,000 per year in funded value

8. Prompt payment terms – 0.00%; Net 30

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

9a. Notification that Government purchase cards are accepted at or below the micro-purchase threshold - Yes

9b. Notification whether Government purchase cards are accepted or not accepted above the micro-purchase threshold - Yes

10. Foreign items (list items by country of origin) - None

11a. Time of delivery – Negotiated at the Task Order level

11b. Expedited Delivery - Items available for expedited delivery are noted in this price list

11c. Overnight and 2-day delivery – Negotiated at the Task Order level

11d. Urgent Requirements – Negotiated at the Task Order level

12. F.O.B. point(s) – N/A

13a. Ordering address(es) - Greenleaf Integrative Strategies, LLC

3033 Wilson Blvd, Suite 700

Arlington, VA 22201

13b. Ordering procedures: For supplies and services, the ordering procedures, information on

Blanket Purchase Agreements (BPA’s) are found in Federal Acquisition Regulation (FAR) 8.405-3.

Additional Ordering Procedures for SINs 541611 and 611430, as applicable, outlined below.

Payment address(es) - Greenleaf Integrative Strategies, LLC

3033 Wilson Boulevard, Suite 700

Arlington, VA 22201-3868

14. Warranty provision – Negotiated at the Task Order level

15. Export packing charges, if applicable – N/A

16. Terms and conditions of Government purchase card acceptance (any thresholds above the micro-purchase level) – Negotiated at the Task Order level

17. Terms and conditions of rental, maintenance, and repair (if applicable) – N/A

18. Terms and conditions of installation (if applicable) – N/A

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

20a. Terms and conditions for any other services (if applicable) – Negotiated at the Task Order level.

Additional Terms and Conditions applicable to SINs 541611 and 611430 outlined below.

20. List of service and distribution points (if applicable) – N/A

21. List of participating dealers (if applicable) – N/A

22. Preventive maintenance (if applicable) – N/A

24a. Special attributes such as environmental attributes (e.g., recycled content, energy efficiency, and/or reduced pollutants) – N/A

24b. If applicable, indicate that Section 508 compliance information is available on Electronic and Information Technology (EIT) supplies and services and show where full details can be found (e.g. contractor’s website or other location.) The EIT standards can be found at:

www.Section508.gov/.

25. Data Universal Number System (DUNS) number – 825047165

26. Notification regarding registration in System for Award Management (SAM) database – current, accurate, and complete http://www.section508.gov/ http://www.section508.gov/

For additional guidance and information for Schedule buyers and sellers, please visit our general guidance page at www.gsa.gov/schedules.

The following requirements apply to all services covered under the Professional Services

Category:

1. Personal services contracts as defined in FAR 37.102 and FAR 37.104 are prohibited.

2. Architect-Engineering (A/E) services as the term is defined in FAR 36.601-4 are prohibited.

3. Inherently Governmental services as defined in FAR 7.503 are prohibited.

4. Share-in-Savings contracting is prohibited.

5. The contractor shall be responsible for obtaining all necessary permits and licenses and for complying with all applicable Federal, State, and Municipal laws. The contractor shall ensure that its staff maintains any generally required professional certification, accreditation, and proficiency relative to their area of expertise. The contractor shall retain documentation of such records. The proposed/awarded prices must reflect all costs associated with this requirement.

6. Organizational conflicts of interest may arise at the task order level, particularly services involving systems engineering and technical direction, financial services, consulting services, acquisition support services, and any other services involving access to proprietary data or information. Ordering agency contracting officers may impose organizational conflict of interest disclosure requirements, provisions and/or clauses at the task order level as they determine appropriate.

7. Contract staffing services, such as temporary help services, are prohibited under this Category. Refer to the Human Capital Large Category, Temporary Help Subcategory, for these services.

http://www.gsa.gov/schedules