MAS - David L. Houseman & Associates, LLC - 47QREA23D002W

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

FSC Group: Professional Services – Training FSC Class: 6111430

For more information on ordering, go to the following website:

whttps://www.gsa.gov/schedules

Houseman & Associates GSA MAS Price List

CUSTOMER INFORMATION

1. Table of Awarded Special Item Numbers:

2. All SINS Maximum Order Limitation: $1,000,000.00

3. MINIMUM ORDER LIMITATION: $3,500.00

4. GEOGRAPHIC COVERAGE: Worldwide

5. Points of Production: 4644 Timber Ridge Drive, Dumfries, VA 22025

6. Discount from list prices or statement of net prices: Our GSA contract prices are net 41.25% from H&A’s those afforded our most favored customer (MFC) on open market buys.

An Industrial Funding Fee (IFF) of 0.75% is included in the prices cited for our GSA contract course delivery.

7. Quantity Discounts: 10% for training courses exceeding 14 ordered during a given year. 20% for training courses exceeding 29 ordered during a given year.

9. Foreign Items: N/A

10a. Time of Delivery: Scheduling of courses is to be determined at the task order level and is based upon mutual consent of David L. Houseman & Associates, LLC and the ordering agency.

10b. Expedited Delivery: To be determined at the task order level.

10c. Overnight and 2-day Delivery: N/A

10d. Urgent Delivery: N/A

11. F.O.B. Point(s): Destination (Prices exclude reimbursable expenses for onsite classroom delivery including printing/shipping of student materials, instructor travel, or offsite conference space)

12. Ordering Address: David L. Houseman & Associates, LLC, 4644 Timber Ridge Drive, Dumfries, VA 22025

13. Payment Address: David L. Houseman & Associates, LLC, 4644 Timber Ridge Drive, Dumfries, VA 22025

14. Warranty Provision: N/A

15. Export Packaging Charges, if applicable: N/A

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

17. Terms and conditions of installation: N/A

18. Terms and conditions of repair parts indicating date of parts lists and any discounts from list price: N/A

19a. Terms and conditions for any other services (if applicable): N/A

20. List of Service and Distribution: N/A

21. List of Participating Dealers: N/A

22. Preventive Maintenance: N/A

23. Environment Attributes: N/A

24. Unique Entity Identification (UEI): YXERKT7SY7H7

25. Notification regarding registration in System for Award Management (SAM) database: David L. Houseman & Associates, LLC is registered in SAM.

GSA MAS Contract Course Listing (Contract #: 47QREA23D002W)

Course # Course Title Page #

Course Descriptions and Pricing

Notes: A “List” price is the price offered to our most favored commercial customer for virtual course delivery. Additional charges apply to classroom delivery to cover printing/shipping of student materials and instructor travel.

A “GSA” price includes all applicable GSA customer discounts + GSA’s Industrial Funding Fee.

Our courses are offered on an agency-special basis or through interagency training centers. Contact Contractor for pricing for agency-special classes.

TR01 FAC-COR Level II Certification (FCR-201 Equivalent) This course looks to improve agency acquisitions and contractor performance by enhancing COR knowledge and practical application of contracting principles. It covers the acquisition process, legal requirements, and COR duties; developing a procurement request package including a work statement, cost estimate, and source selection criteria; competition requirements, communications with prospective offerors, and confidentiality requirements; proposal evaluation and source selection; quality/schedule assurance; payment reviews; contract modifications and contractual remedies; and procurement ethics. This course fulfills the business and technical competency requirements of FAC-COR.

Course Length 5 days Minimum/Maximum No. of Participants 10/30 GSA Price $9,400

TR02 COR Refresher/Update Training: This course is designed for agencies, which require 8 CLPs of refresher/update training every two years. It covers recent statutory and regulatory changes that affect COR responsibilities. It also provides an overview of their contract management, planning for quality and schedule assurance; review/approval of technical submittals; and payment reviews.

Course Length 1 day Minimum/Maximum No. of Participants 10/30 GSA Price $4,847

TR03 Task Order Contracting for CORs: This course looks to improving task placement against indefinite delivery indefinite quantity (IDIQ) contracts through training CORs and other program personnel (e.g., task managers) responsible for generating work requirements, processing task requests, and assisting in task order placement. It focuses on task order vehicles available through GSA Solutions, methods of task placement, and evaluation techniques.

Course Length 1 day Minimum/Maximum No. of Participants 10/30 GSA Price $4,847

TR04 Simplified Acquisition for CORs: This course focuses on COR input to the purchasing process. It includes information and tools necessary to prepare purchase requests for services; identify sources of supply; evaluate technical/price quotations; support negotiations and recommend source selection; and oversee performance.

Course Length 1 day Minimum/Maximum No. of Participants 10/30 GSA Price $4,847

TR05 COR Management of IT Service Contracts: This course looks to improve contractor performance by practical application of IT contract management principles, policies and procedures from contract award through contract completion. It includes coverage of the enterprise performance life cycle (EPLC), stage gate and the common baseline reviews, waterfall and agile development approaches, and security requirements.

Course Length 1 day Minimum/Maximum No. of Participants 10/30 GSA Price $4,847

TR06 FCR-403: Advanced COR Refresher: This course is designed to update participants on acquisition changes germane to COR interests as well as providing guidance in executing COR responsibilities in performance-based acquisition, cost estimating and analysis, negotiation support, and contract management.

Course Length 5 days Minimum/Maximum No. of Participants 10/30 GSA Price $9,400

TR07 Writing Statements of Work: This course focuses on preparing work statements for professional services contracts. It presents a standard approach and format for developing a SOW including the Scope, Specific Tasks, Deliverables, Dates, and Acceptance Criteria. It focuses on performance specifications, which linked to preparation of a quality assurance surveillance plan.

Course Length 2 days Minimum/Maximum No. of Participants 10/30 GSA Price $6,463

TR08 Leadership Skills for CORs: This course is an introduction to essential leadership skills for CORs. It emphasizes the key FAC-COR competencies of flexibility, influencing/negotiating, interpersonal skills, and teamwork. Participants will assess their personal leadership style, learn and integrate leadership behaviors into COR performance, and foster a high performance project team. They will be able to encourage productive team communication, provide constructive feedback, use influence skills to get results without direct authority, and effectively manage conflict.

Course Length 1 day Minimum/Maximum No. of Participants 10/30 GSA Price $4,847

TR09 Preparing an Independent Government Estimate: This course explains the why, what, when, and how of price and cost estimating. It covers how to identify price and cost drivers; and how to use analogous, parametric, three-point, and detailed estimating techniques. It is "hands-on" training, using examples to show how estimates should be generated and how they should be analyzed.

Course Length 1 day Minimum/Maximum No. of Participants 10/30 GSA Price $4,847

TR10 Market Research: This focuses on implementing the FAR requirement to conduct market research for all acquisitions exceeding the simplified acquisition threshold or whenever the situation calls for it such as “new requirements” or “limited source justifications.” It focuses on identifying market research needs; performing market research; analyzing market research results; and preparing a market research report. It guides participants through each market research step including accessing and using high value websites and exploring effective strategies and tactics to address acquisition needs. Participants are provided with templates for conducting a market research meeting, issuing a market research announcement, and preparing a market research report.

Course Length 1 day Minimum/Maximum No. of Participants 10/30 GSA Price $4,847

TR11 Advanced COR: Initial COR certification training focuses on acquisition, rules, and procedures. This course focuses on how to effectively select sources and manage contracts. It covers how to choose and customize selection procedures for different requirements; how to assess offeror proposals and render a selection decision; how to prepare for quality/schedule assurance, guide contractor performance, and ensure proper payments; and how to foster a proper business partnership with a contractor.

Course Length 5 days Minimum/Maximum No. of Participants 10/30 GSA Price $9,400

TR12 Changes/Modifications for CORs: Most contract documents are not perfectly written as issued. Often there is a need to change the language to "clean up" omissions or other errors in the statement of work or add new requirements which were not envisioned prior to contract award. Modifications may be issued to other requirements (e.g., a performance schedule), to add funding, or for purely administrative requirements (e.g., designation of the COR).

This course covers how to process a modification; when/how to process special modifications such as change orders, acceleration or stop work orders, and convenience terminations; how to recognize/avoid constructive changes; and how to evaluate requests for equitable adjustment.

Course Length 1 day Minimum/Maximum No. of Participants 10/30 GSA Price $4,847

TR13 Contractor Performance Evaluation: Performance evaluations are used to (i) detect performance problems and initiate corrective action; (ii) allocate monetary and non-monetary performance incentives; (iii) prepare interim and final performance assessment reports; and

(iv) make future source selections.

This course provides tools and related information necessary to establish a performance measurement baseline (PMB), assess performance, determine “how well” the contractor performs, and take appropriate steps from initiating corrective action through future source selections.

Course Length 1 day Minimum/Maximum No. of Participants 10/30 GSA Price $4,847

TR14 Negotiation Strategies for CORs: CORs play a critical role in negotiating sound contract agreements. They identify technical and cost proposal weaknesses and potential tradeoffs. They assist the contracting officer in setting negotiation objectives including target, minimum, and maximum cost positions and must-have, give, and bargaining points. They assist the CO in preparing a negotiation strategy and tactics for achieving negotiating objectives. And they assist the CO during negotiation; determine when/how to alter tactics; and assess results.

This course focuses on how to prepare for and conduct negotiations. It uses a multi-part negotiation exercise to reinforce course principles.

Course Length 1 day Minimum/Maximum No. of Participants 10/30 GSA Price $4,847

TR15 Basic Contracting for CORs (COR Level 1): This course presents an overview of the contracting process, key contracting policies, and the role of the COR. It is designed for technical personnel who are seeking COR Level I certification and will be assigned to noncomplex, low-risk contracts and/or whose only involvement in the contracting process is to assist their organization in assessing the technical merit and price reasonableness of competitive proposals.

Course Length 1 day Minimum/Maximum No. of Participants 10/30 GSA Price $4,847

TR16 Funds Management: This course provides a framework for Project Managers, Contracting Officers, CORs, and Task Managers to grasp funds management policies, principles, and practices. It sets forth successful strategies and tactics as well as how to apply them in order to achieve program goals.

Course Length 2 days

GSA Price $6,463

TR17 Inspection/Acceptance for CORs: This course focuses on the COR’s duty to inspect and accept contract deliverables [including services]. It covers Government’s legal rights and obligations under various FAR clauses to conduct inspections. It includes how to prepare an inspection plan, select appropriate inspection methods, and prepare adequate file documentation. It also examines the COR’s delegated authority to accept contract work as well as remedies available to address nonconforming work before and after acceptance.

Minimum/Maximum No. of Participants 10/30 GSA Price $4,847

SA01 Simplified Acquisition: This course introduces purchasing personnel to the simplified acquisition environment. It provides information and tools necessary to review incoming purchase requests; identify an appropriate source of supply; evaluate product and pricing information; issue written/oral orders; and provide purchase follow-up. It references the latest purchasing techniques applicable to buying commercial items, using GSA Advantage, the GSA E-Library, and E-buy; and accessing source/item information on the Internet.

Course Length 5 days Minimum/Maximum No. of Participants 10/30 GSA Price $9,400

SA02 Simplified Acquisition Refresher: This 2-day course presumes that attendees are familiar with standard simplified acquisition (SA) procedures covered by FAR 13. It updates attendees on purchasing rules and procedures contained in the FAR and agency policies and guidelines. It focuses upon common purchasing problems and techniques for making more informed and effective purchases of items and services. It also presents methods for streamlining purchasing workload and procedures in line with internet access and evolving purchasing policy and practice. Finally, it covers the legal framework for SAs including applicable portions of federal regulation, Uniform Commercial Code, and case law decisions.

Course Length 2 days

GSA Price $6,463

SA03 Advanced Simplified Acquisition: This course addresses the professional aspects of purchasing. It presents the legal structure of purchasing including regulatory requirements, Uniform Commercial Code principles, and case law decisions. It focuses upon new requirements and techniques for acquiring commercial items; special policies and guidelines for procuring support services; provision and clause selection/development; and purchase order administration.

Course Length 3 days

GSA Price $7,638

SA04 Developing Simplified Acquisition Work Statements: This course presents a streamlined format for work statements and covers how to prepare work objectives, a task listing, deliverables, acceptance criteria, and other requirements. It includes recommendations on effective writing and an editor’s checklist.

Minimum/Maximum No. of Participants 10/30 GSA Price $4,847

SA05 Service Contract Labor Standards: This course covers the various labor laws that affect Government acquisitions. Particular emphasis is placed on the McNamara-O’Hara Service Contract Act. It covers how to determine coverage; obtain wage determinations; present requirements to interested parties; and issue award documentation.

Course Length 1 day Minimum/Maximum No. of Participants 10/30 GSA Price $4,847

FAL01 Federal Appropriations Law: This course provides participants a framework for identifying and resolving appropriations law issues that arise in their own line of work. It focuses on the availability of appropriations as to purpose, amount, and time. It also explains (i) basic constitutional and legislative controls and processes affecting federal funds; (ii)fiscal law terminology; (iii) fundamental rules of statutory construction; (iv) the concept of “obligation” in appropriations law; and (v) application of appropriations law to interagency transactions.

Course Length 2 days Minimum/Maximum No. of Participants 10/30 GSA Price $6,463

FAL02 Federal Appropriations Law Refresher: This refresher course is intended for participants who have successfully completed a Federal Appropriations Law (FAL) overview course. It provides a refresher and update of the most important legal principles covered in the FAL course and illustrates those principles through lecture, group discussion, and exercises utilizing recent Comptroller General Opinions. In addition, it explores the legal principles relating to Current Resolutions and Interagency Agreements.

Course Length 1 day

GSA Price $4,847