Att J.1- HCaTS Standardardized Labor Categories.pdf

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Human Capital and Training Solutions (HCaTS) 8(a) Pool 1 and Pool 2
Solicitation number
47QREB-20-R-0001
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This document contains standardized labor categories and descriptions for the Human Capital and Training Solutions (HCaTS) indefinite delivery/indefinite quantity (IDIQ) contracts. Key details include:

  • The document defines 20 labor categories mapped to the Office of Management and Budget's Standard Occupational Classification system, including titles such as Compensation, Benefits, and Job Analysis Specialists; Logistics Analysts; Management Analysts; and Statisticians. Each category is further defined as junior, journeyman, or senior based on experience and education requirements.

  • The related federal contract opportunity is a final solicitation for the HCaTS 8(a) Pool 1 and Pool 2 on-ramp. It seeks proposals for customized training and development services, human capital strategy services, and organizational performance improvement. The NAICS codes covered include professional and technical consulting services. Proposals are due by January 28, 2020, and the solicitation is available on beta.SAM.gov. Awards will be made through the Small Business Administration 8(a) program.

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Other files

File Type Posted
List of Awardees - HCaTS 8(a) Solicitation 47QREB-20-R-0001.pdf PDF
Revised QA - HCaTS 8(a) 2 March 2020.pdf PDF
HCaTS 8(a) - Questions and Answers - 25 Feb 2020.pdf PDF
Summary of Changes for 47QREB-20-R-0001- Amendment 02.pdf PDF
HCaTS 8(a) Solicitation 47QREB-20-R-0001- Amendment 02.pdf PDF
REVISED Question and Answers - Solicitation 47QREB-20-R-0001.pdf PDF
Summary of Changes for Sol Amend 01- Jan 2020.pdf PDF
Att J.5 Past Performance Evaluation Form- Rev01.pdf PDF
Att J.7 Price Worksheet-Rev01.xlsx XLSX spreadsheet
Att J.5.1 NAICS Code Confirmation Form-Rev01.pdf PDF
Question and Answers - Solicitation 47QREB-20-R-0001.pdf PDF
Att J.3 Self Scoring Worksheet-Rev01.pdf PDF
HCaTS 8(a) Pool 1 and Pool 2 Solicitation 47QREB-20-R-0001-Amendment 01.pdf PDF
Att J.4.1 COTs Summary Form.pdf PDF
HCaTS 8(a) Pool 1 and Pool 2 Solicitation 47QREB-20-R-0001.pdf PDF
Att J.7 Price Worksheet.xlsx XLSX spreadsheet
Att J.2 Proposal Checklist.pdf PDF
Att J.6 Section K - Form.pdf PDF
Att J.9 GSA Form 527.pdf PDF
Att J.7.1 Direct Labor Rate Ranges - HCaTS 8(a).pdf PDF
Att J.5.1 NAICS Code Confirmation Form.pdf PDF
Att J.8 Accreditation List.pdf PDF
Att J.3 Self Scoring Worksheet.pdf PDF
Att J.10 SF-33 Form.pdf PDF
Att J.5 Past Performance Evaluation Form.pdf PDF
Att J.4 REPs Summary Form .pdf PDF
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Human Capital and Training Solutions (HCaTS) Attachment J.1, Standardized Labor Categories

Labor Categories and the Office of Management and Budget’s (OMB) Standard Occupational Classification (SOC) System

BACKGROUND:

HCaTS labor categories have been mapped to the Office of Management and Budget’s (OMB) Standard Occupational Classification (SOC) system for which the Bureau of Labor Statistics (BLS) maintains compensation data. The mapping to the OMB SOC was validated through analysis and examination of the more extensive information for each SOC occupation on the U. S. Department of Labor/ Employment and Training Administration (USDOL/ETA) sponsored Occupational Information Network (O*NET) OnLine website. This website is available through a grant to the North Carolina Department of Commerce. Additional information and descriptions on each labor category is available at O*Net Online. Labor categories are further defined as Junior, Journeyman, and Senior based on years of experience, education, and duties/responsibilities as follows:

● JUNIOR:

A Junior labor category has up to 3 years experience and a BA/BS degree. A Junior labor category is responsible for assisting more senior positions and/or performing functional duties under the oversight of more senior positions.

● JOURNEYMAN:

A Journeyman labor category has 4 to 10 years of experience and a BA/BS or MA/MS degree. A Journeyman labor category typically performs all functional duties independently.

● SENIOR:

A Senior labor category has over 10 years of experience and a MA/MS degree. A Senior labor category typically works on high-visibility or mission critical aspects of a given program and performs all functional duties independently. A Senior labor category may oversee the efforts of less senior staff and/ or be responsible for the efforts of all staff assigned to a specific job.

● SUBJECT MATTER EXPERT (SME):

A Subject Matter Expert is an individual whose qualifications and/or particular expertise are exceptional and/or highly unique. Subject Matter Experts do not have specific experience/education qualifications, but are typically identified as recognized Industry leaders for a given area of expertise. Subject Matter Experts typically perform the following kinds of functions: Initiates, supervises, and/or develops requirements from a project’s inception to conclusion for complex to extremely complex programs;

Provides strategic advice, technical guidance and expertise to program and project staff; Provides detailed analysis, evaluation and recommendations for improvements, optimization development, and/or maintenance efforts for client-specific or mission critical challenges/issues; Consults with client to define need or problem supervises studies and leads surveys to collect and analyze data to provide advice and recommend solutions.

Contractors may deviate from the definitions above when responding to task order solicitations so long as the deviations are clearly identified in their task order proposal. For example, a Contractor might label an employee as “Senior”, but the employee does not have a MA/MS degree. Likewise, a Contractor might label an employee as “Junior” even though the employee has more than 3 years’ experience. Deviations shall be clearly identified in proposals submitted in response to task order solicitations.

Standardized Labor Categories

INDIVIDUAL LABOR CATEGORIES

The following individual labor categories correspond to a single SOC Number, Title, and Functional Description.

Labor ID # Arbitrators, Mediators, and Conciliators

1.1 Junior Arbitrators, Mediators, and Conciliators

1.2 Journeyman Arbitrators, Mediators, and Conciliators

1.3 Senior Arbitrators, Mediators, and Conciliators

1.4 SME Arbitrators, Mediators, and Conciliators

SOC No. SOC Title and Functional Description

23-1022.00 Arbitrators, Mediators, and Conciliators - Facilitate negotiation and conflict resolution through dialogue. Resolve conflicts outside of the court system by mutual consent of parties involved.

Labor ID # Budget Analyst

2.1 Junior Budget Analysts

2.2 Journeyman Budget Analysts

2.3 Senior Budget Analysts

2.4 SME Budget Analysts

SOC No. SOC Title and Functional Description

13-2031.00 Budget Analyst - Examine budget estimates for completeness, accuracy, and conformance with procedures and regulations. Analyze budgeting and accounting reports.

Labor ID # Business Operations Specialists, All Other

3.1 Junior Business Operations Specialists, All Other

3.2 Journeyman Business Operations Specialists, All Other

3.3 Senior Business Operations Specialists, All Other

3.4 SME Business Operations Specialists, All Other

SOC No. SOC Title and Functional Description

13-1199.00 Business Operations Specialist, All Other - Responsible for allocating resources, planning schedules, managing daily operations and training staff. May address organizational sustainability issues, such as waste stream management, and green procurement plans. May develop, maintain, or implement business continuity and disaster recovery strategies and solutions, including risk assessments, business impact analyses, strategy selection, and documentation of business continuity and disaster recovery procedures.

Labor ID # Compensation, Benefits, and Job Analysis Specialists

4.1 Junior Compensation, Benefits, and Job Analysis Specialists

4.2 Journeyman Compensation, Benefits, and Job Analysis Specialists

4.3 Senior Compensation, Benefits, and Job Analysis Specialists

4.4 SME Compensation, Benefits, and Job Analysis Specialists

SOC No. SOC Title and Functional Description

13-1141.00 Compensation, Benefits, and Job Analysis Specialists – Conduct programs of compensation and benefits and job analysis for employer. May specialize in specific areas, such as position classification and pension programs; plan, develop, evaluate, improve, and communicate methods and techniques for selecting, promoting, compensating, evaluating, and training workers.

Labor ID # Editors

5.1 Junior Editor

5.2 Journeyman Editor

5.3 Senior Editor

5.4 SME Editor

SOC No. SOC Title and Functional Description

27-3041.00 Editor - Plan, coordinate, or edit content of material for publication. May review proposals and drafts for possible publication. Includes technical editors.

Labor ID # Financial Managers

6.1 Junior Financial Managers

6.2 Journeyman Financial Managers

6.3 Senior Financial Managers

6.4 SME Financial Managers

SOC No. SOC Title and Functional Description 11-3031.00 Financial Managers - Plan, direct, or coordinate accounting, investing, banking, insurance, securities, and other financial activities of a branch, office, or department of an establishment.

Labor ID # General and Operations Managers

7.1 Junior General and Operations Managers

7.2 Journeyman General and Operations Managers

7.3 Senior General and Operations Managers

7.4 SME General and Operations Managers

SOC No. SOC Title and Functional Description

11-1021.00 General and Operations Managers - Plan, direct, or coordinate the operations of public or private sector organizations. Duties and responsibilities include formulating policies, managing daily operations, and planning the use of materials and human resources, but are too diverse and general in nature to be classified in any one functional area of management or administration, such as personnel, purchasing, or administrative services.

Labor ID # Human Resources Managers

8.1 Junior Human Resources Managers

8.2 Journeyman Human Resources Managers

8.3 Senior Human Resources Managers

8.4 SME Human Resources Managers

SOC No. SOC Title and Functional Description

11-3121.00 Human Resources Managers - Plan, direct, or coordinate human resources activities and staff of an organization.

Labor ID # Human Resources Specialists

9.1 Junior Human Resources Specialists

9.2 Journeyman Human Resources Specialists

9.3 Senior Human Resources Specialists

9.4 SME Human Resources Specialists

SOC No. SOC Title and Functional Description

13-1071.00 Human Resources Specialists - Perform activities in the human resource area. Includes employment specialists who screen, recruit, interview, and place workers.

Labor ID # Industrial-Organizational Psychologist

10.1 Junior Industrial-Organizational Psychologist

10.2 Journeyman Industrial-Organizational Psychologist

10.3 Senior Industrial-Organizational Psychologist

10.4 SME Industrial-Organizational Psychologist

SOC No. SOC Title and Functional Description

19-3032.00 Industrial-Organization Psychologist – Apply principles of psychology to human resources, administration, management, sales, and marketing problems. Activities may include policy planning, employee testing and selection, training and development, and organizational development and analysis. May work with management to organize the work setting to improve worker productivity. Conduct research studies of work environments, organizational structures, communication systems, group interactions, morale and motivation to assess organizational functioning.

Labor ID # Labor Relations Specialists

11.1 Junior Labor Relations Specialist

11.2 Journeyman Labor Relations Specialist

11.3 Senior Labor Relations Specialist

11.4 SME Labor Relations Specialist

SOC No. SOC Title and Functional Description 13-1075.00 Labor Relations Specialists - Advise management on matters related to the administration of contracts or employee discipline or grievance procedures. Call or meet with union, government or other interested parties to discuss labor relations matters. Investigate complaints or arguments to determine viability.

Labor ID # Logistics Analysts

12.1 Junior Logistics Analysts

12.2 Journeyman Logistics Analysts

12.3 Senior Logistics Analysts

12.4 SME Logistics Analysts

SOC No. SOC Title and Functional Description 13-1081.00 Logistics Analysts -Analyze and coordinate the logistical functions of a firm or organization.

Responsible for the entire life cycle of a product, including acquisition, distribution, internal allocation, delivery, and final disposal of resources. May analyze product delivery or supply chain processes to identify or recommend changes. May manage route activity including invoicing, electronic bills, and shipment tracing.

Labor ID # Management Analyst

13.1 Junior Management Analysts

13.2 Journeyman Management Analysts

13.3 Senior Management Analysts

13.4 SME Management Analysts

SOC No. SOC Title and Functional Description 13-1111.00 Management Analyst - Conduct organizational studies and evaluations, design systems and procedures, conduct work simplification and measurement studies, and prepare operations and procedures manuals to assist management in operating more efficiently and effectively.

Includes program analysts and management consultants.

Labor ID # Managers, All Other

14.1 Junior Managers, All Other

14.2 Journeyman Managers, All Other

14.3 Senior Managers, All Other

14.4 SME Managers, All Other

SOC No. SOC Title and Functional Description 11-9199.00 Managers, All Other - Plan, direct, or coordinate activities of an organization to ensure compliance with regulations and standard operating procedures. Includes Project Managers.

Labor ID # Market Research Analysts and Marketing Specialists

15.1 Junior Market Research Analysts and Marketing Specialists

15.2 Journeyman Market Research Analysts and Marketing Specialists

15.3 Senior Market Research Analysts and Marketing Specialists

15.4 SME Market Research Analysts and Marketing Specialists

SOC No. SOC Title and Functional Description 13-1161.00 Market Research Analysts and Marketing Specialists - Research market conditions in local, regional, or national areas, or gather information to determine potential sales of a product or service, or create a marketing campaign. May gather information on competitors, prices, sales, and methods of marketing and distribution.

Labor ID # Operations Research Analysts

16.1 Junior Operations Research Analysts

16.2 Journeyman Operations Research Analysts

16.3 Senior Operations Research Analysts

16.4 SME Operations Research Analysts

SOC No. SOC Title and Functional Description

15-2031.00 Operations Research Analysts - Formulate and apply mathematical modeling and other optimizing methods to develop and interpret information that assists management with decision making, policy formulation, or other managerial functions. May collect and analyze data and develop decision support software, service, or products. May develop and supply optimal time, cost, or logistics networks for program evaluation, review, or implementation.

Labor ID # Public Relations Specialists

17.1 Junior Public Relations Specialists

17.2 Journeyman Public Relations Specialists

17.3 Senior Public Relations Specialists

17.4 SME Public Relations Specialists

SOC No. SOC Title and Functional Description

27-3031.00 Public Relations Specialists - Engage in promoting or creating an intended public image for individuals, groups, or organizations. May write or select material for release to various communications media.

Labor ID # Social Science Research Assistants

18.1 Junior Social Science Research Assistants

18.2 Journeyman Social Science Research Assistants

18.3 Senior Social Science Research Assistants

18.4 SME Social Science Research Assistants

SOC No. SOC Title and Functional Description 19-4061.00 Social Science Research Assistants - Assist social scientists in laboratory, survey, and other social science research. May help prepare findings for publication and assist in laboratory analysis, quality control, or data management.

Labor ID # Statisticians

19.1 Junior Statisticians

19.2 Journeyman Statisticians

19.3 Senior Statisticians

19.4 SME Statisticians

SOC No. SOC Title and Functional Description 15-2041.00 Statisticians - Develop or apply mathematical or statistical theory and methods to collect, organize, interpret, and summarize numerical data to provide usable information. May specialize in fields such as bio-statistics, agricultural statistics, business statistics, or economic statistics. Includes mathematical and survey statisticians

Labor ID # Survey Researchers

20.1 Junior Survey Researchers

20.2 Journeyman Survey Researchers

20.3 Senior Survey Researchers

20.4 SME Survey Researchers

SOC No. SOC Title and Functional Description

19-3022.00 Survey Researchers - Plan, develop, or conduct surveys. May analyze and interpret the meaning of survey data, determine survey objectives, or suggest or test question wording.

Includes social scientists who primarily design questionnaires or supervise survey teams.

Labor ID # Training and Development Managers

21.1 Junior Training and Development Managers

21.2 Journeyman Training and Development Managers

21.3 Senior Training and Development Managers

21.4 SME Training and Development Managers

SOC No. SOC Title and Functional Description

11-3131.00 Training and Development Managers - Plan, direct, or coordinate the training and development activities and staff of an organization.

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