MAS - KSJ & Associates Inc. - 47QTCA18D00BY

GENERAL SERVICES ADMINISTRATION

Federal Supply Service

Authorized Federal Supply Schedule 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 are available through GSA Advantage!®, a menu-driven database system. The INTERNET address GSA

Advantage!® is: GSAAdvantage.gov.

Multiple Award Schedule FSC Group: Professional Services & Information Technology

CONTRACT NUMBER: 47QTCA18D00BY

CONTRACT PERIOD: 05/10/2023 to 05/09/2028

Business size: Small Business

For more information on ordering from Federal Supply Schedules go to the GSA Schedules page at GSA.gov.

Price list current as of Modification #19 effective May 10m 2023

Prices Shown Herein are Net (discount deducted)

KSJ & ASSOCIATES, INC.

Physical Address:

3900 Jermantown Road, Suite 300

Fairfax City, VA 22030

Mailing Address:

2776 S. Arlington Mill Drive, Suite 806

Arlington VA 22206 Telephone: 703-824-7802 | Website: https://ksj.us

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Contract Number 47QTCA18D00BY

TABLE OF CONTENTS

Company Overview Customer Information Labor Categories Descriptions for SIN 54151HEAL Labor Categories Descriptions for SIN 541611 Education and Experience Substitution Service Contract Labor Standards/Service Contract Act (SCLS/SCA) Matrix Services Rates for the Period of Performance Labor Rates

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COMPANY OVERVIEW

KSJ delivers a broad range of consulting services designed to optimize our clients’ IT capital planning and investment portfolio results. Our services include, but are not limited to IT management, technical support and consulting services which includes strategic planning, feasibility/benchmarking studies, business process analysis, business case/analysis of alternatives, cost and schedule modeling (to include function point analysis to estimate the size/scope of software development efforts), life cycle cost/benefit analysis, project/procurement planning, RFP development, vendor proposal evaluation, risk management, budget formulation/execution management, earned value management, monitoring project/system lifecycle activities (development, implementation, and operations/support), and post implementation reviews to evaluate project effectiveness. We provide a full spectrum of services to provide the highest quality and most cost-effective solutions to satisfy organizational and operational requirements.

KSJ has earned a highly regarded reputation for excellence as evidenced by consistently high client performance ratings by Dun & Bradstreet. KSJ demonstrates a record of repeat client business based on our excellent contract performance and continues to gain new business based on unsolicited recommendations from current clients. In addition, KSJ is financially sound. Dunn & Bradstreet has given KSJ its highest financial rating for a company in our size category.

KSJ is a Virginia Valued Veterans (V3) Certified Business. V3 is a training and certification program for employers to help them implement nationally recognized best practices in recruiting, hiring, and retaining highly skilled and dependable Veterans. KSJ proudly employs veterans from all service branches. KSJ is an ISO 9001:2015 certified business. This standard is based on a number of quality management principles including a strong customer focus, the motivation and implication of top management, the process approach and continual improvement.

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CUSTOMER INFORMATION

1a. Awarded Special Item Number(s) Table of awarded special item number(s) with appropriate cross-reference to item descriptions and awarded price(s):

SIN SIN Description 54151HEAL Information Technology Health IT Services

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

1b. Lowest Priced

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. See Page 8, Labor Rates.

1c. Labor Categories

All service rates and a description of all corresponding commercial job titles, experience, functional responsibility and education requirements is provided below starting at Page 4, Labor Category Description.

2. Maximum Order:

54151HEAL: $ 500,000.00

541611: $1,000,000.00

3. Minimum Order: $1,000.00

4. Geographic Coverage (Delivery Area): Domestic

5. Point(s) of production (city, county and state or foreign country):

Work under this schedule will normally be performed at KSJ headquarters located in Falls Church, VA; however, on-site work will be provided as dictated by customer requirements.

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

Prices offered in this schedule are inclusive of the Industrial Funding Fee reduction.

7. Quantity discounts: None

8. Prompt payment terms: Net 30 days.

9. Information for Ordering Offices: Prompt payment terms cannot be negotiated out of the

Page | 3 contractual agreement in exchange for other concessions.

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

10a. Time of Delivery (Contractor insert number of days): Specified on the Task Order

10b. Expedited Delivery. Items available for expedited delivery are noted in this price list.

10c. Overnight and 2-day delivery. Not applicable

10d. Urgent Requirements. Not applicable. Time of delivery is specified at the Order level

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

12a. Ordering Address(es):

KSJ & Associates, Inc.

2776 S. Arlington Mill Drive, Suite 806 Arlington VA 22206

12b. 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.

13. Payment address(es):

KSJ & Associates, Inc.

2776 S. Arlington Mill Drive, Suite 806 Arlington VA 22206

14. Warranty provision: None

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

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22a. Special attributes such as environmental attributes (e.g., recycled content, energy efficiency, and/or reduced pollutants). N/A

22b. Section 508 Compliance (if applicable): N/A

23. Unique Entity Identifier (UEI) number: PATFG5RVRAL6

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

KSJ & Associates, Inc. is registered in the SAM database under the UEI in Item 23; CAGE Code 1J3U7

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LABOR CATEGORIES DESCRIPTIONS FOR SIN 54151HEAL

Labor

Category/Service Title

Labor Category/Service Description Minimum Education

Minimum Years of

Experience Subject Matter Expert III

Recognized senior level subject matter expert in Health IT including but not limited to business process reengineering, consulting, financial management, etc. Provides expert advice and assistance in support of business functions. Represents the organization to key clients on critical issues. Understands, articulates, and implements best practices related to area of expertise. Depending on the work environment, the SME III may lead or be an active participant of a workgroup with the need for specialized knowledge. Provides guidance on how areas of capability can resolve an organizational need. Generally called upon, based on specific expertise, supporting multi-million value projects.

Master's 12

Subject Matter Expert II

Recognized mid-level subject matter expert in in Health IT including but not limited to business process reengineering, consulting, financial management, etc. Provides expert advice and assistance in support of business functions. Represents the organization to key clients on critical issues. Understands, articulates, and implements best practices related to area of expertise. Depending on the work environment, the subject matter expert may lead or be an active participant of a workgroup with the need for specialized knowledge. Provides guidance on how areas of capability can resolve an organizational need. Generally called upon, based on specific expertise, supporting million-dollar projects.

BA/BS 10

Subject Matter Expert I

Recognized subject matter expert in Health IT including but not limited to business process reengineering, consulting, financial management, etc. Provides advice and assistance in support of business functions. Represents the organization to key clients on issues. Understands, articulates, and implements best practices related to area of expertise. Leads or be an active participant of a workgroup with the need for specialized knowledge. Provides guidance on how areas of capability can resolve an organizational need. Generally called upon, based on specific expertise, supporting large projects.

BA/BS 7

Program Director Demonstrated senior or executive level manager within Health IT subject matter expertise. Incorporates innovative management, operational, and financial techniques that result in increased productivity and sustained organizational growth. Ability to find solutions to a myriad of business issues and problems. Excellent oral and written communicator with exceptional interpersonal skills. Experienced with technical applications.

BA/BS 10

Program Manager

- Senior

Experience managing and directing activities of a large multi-disciplinary group. Organizational ability to determine enterprise

BA/BS 6

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Category/Service

Title Labor Category/Service Description Minimum

Education

Minimum Years of

Experience needs relevant to HealthIT, developing complex program plans to address needs and requirements, investigating and resolving problems, interfacing with other functions and outside personnel, preparing capital and operating requests, managing subcontractors’ staff and executing program / business plans. Act as senior resource for a specific discipline or function. Ability to organize and direct work, coordinate efforts with other functions, and direct personnel to achieve objectives. Responsible for interviewing, hiring, and training contractor employees.

Responsible for addressing complaints and resolving problems.

Program Manager Experience managing the activities of a large group; organizational ability to direct multiple activities related to HealthIT which includes: determining needs, developing plans and projects, executing program/business plans, investigating and resolving problems, interfacing with other functions and outside personnel, preparing capital and operating requests, and managing staff. Act as senior resource for a specific discipline or function. Ability to organize and direct work, coordinate efforts with other functions, and direct personnel to achieve objectives. Directly supervises contractor employees. Responsible for interviewing, hiring, and training contractor employees. Responsible for staff development, planning, assigning and directing work. Responsible for addressing complaints and resolving problems.

BA/BS 4

Project Manager -

III

Demonstrated experience and ability to oversee and orchestrate advanced technology system design, development, integration, testing, training, deployment, operation and/or maintenance efforts. Performs day-to-day management of assigned HealthIT delivery order projects that involve teams of highly specialized technical professionals who are involved in analyzing, prototyping, designing, integrating, testing, documenting, converting, extending, and implementing automated information systems. Demonstrates proven skills in highly technical areas addressed by the delivery order to be managed. Organizes, directs, and coordinates the planning and production of all activities associated with assigned delivery order projects, including assessment of staff and expenditure of ODCs. Demonstrates writing and oral communication skills.

BA/BS 6

Project Manager -

II

Demonstrated experience and ability to oversee and orchestrate and performs day-to-day management of assigned HealthIT delivery order projects that involve teams of consultants and functional experts and analyst. Demonstrates proven skills in those technical areas addressed by the delivery order to be managed. Organizes, directs, and coordinates the planning and production of all activities associated with assigned delivery order projects, including assessment of staff and expenditure of ODCs.

Demonstrates writing and oral communication skills.

BA/BS 4

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Category/Service

Title Labor Category/Service Description Minimum

Education

Minimum Years of

Experience Quality Assurance Manager

Demonstrated experience and ability to supervise or lead a team of Quality Assurance specialists in applying quality control/quality assurance management procedures in a HealthIT environment, including implementing a program of reporting, tracking and analyzing key metrics, monitoring quality procedures and participating in software reviews and testing. Demonstrated experience and ability to evaluate, recommend, and use software engineering processes and methodologies. Demonstrated experience and ability to determine and apply the latest commercial products and procedures for identifying software errors and evaluating software quality and efficiency.

Demonstrated experience and ability to interpret and apply Government regulations, manuals, and standards relating to quality assurance. Ability to determine the resources required for quality control. Ability to maintain the level of quality throughout the software and system life cycle. Ability to develop and present software and system quality assurance plans. Ability to conduct formal and informal reviews at predetermined points throughout the development life cycle. Duties include independently developing and implementing a complex program of reporting, tracking, and analyzing key performance-based system metrics;

and monitoring quality procedures, evaluating system quality and efficiency.

BA/BS 10

Senior Task Manager

Demonstrated experience and ability to manage complex HealthIT projects which may include system design, prototyping, development, integration, testing, training, deployment, operation and/or maintenance tasks. Ability to present system designs for user approval at formal reviews. Ability to perform configuration management, software integration, and interpretation of software test results, as well as recommending solutions for unsatisfactory test results. Ability to provide solutions to identified software problem reports. Performs day-to-day management of highly technical tasks, working with other data processing or information system and management professionals. Demonstrates proven skills in the advanced technology areas addressed by the task to be managed. Plans, organizes, coordinates, and executes all activities associated with assigned task. Demonstrates writing and oral communication skills.

BA/BS 10

Task Manager II Responsible for the management of mid-size HealthIT projects which may include technical integration. Ability to independently analyze complex requirements and develop and implement applicable solutions without oversight and guidance. Interfaces with Government management personnel, contract managers, and customer agency representatives. Responsible for formulating and enforcing work standards, assigning schedules, reviewing work quality, communicating policies, purposes, and goals of the organization to subordinates.

BA/BS 7

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Category/Service

Title Labor Category/Service Description Minimum

Education

Minimum Years of

Experience Task Manager I Responsible for the management of small to mid-sized HealthIT projects. Ability to independently analyze complex requirements and develop and implement applicable solutions without oversight and guidance. Ability to communicate complex concepts in oral and written communications. Provides occasional guidance to junior or support level staff.

BA/BS 5

Consultant III Provide technical knowledge in their area of HealthIT expertise, work individually and on teams to support the completion of project specific tasks within estimated time frames and budget constraints and interface with the client on a day-to-day basis. In addition, Senior Consultants apply their specific HealthIT expertise to the practical issues they identify or those presented by the client. They also help to formulate solutions, prepare reports, studies, and documentation, and support presentations and client meetings.

BA/BS 5

Consultant II Provide technical knowledge in their area of HealthIT expertise, work individually and on teams to support the completion of project specific tasks within estimated time frames and budget constraints and interface with the client on a day-to-day basis. In addition, Consultant II apply their specific HealthIT expertise to the practical issues they identify or those presented by the client.

They also help to formulate solutions, prepare reports, studies, and documentation, and support presentations and client meetings.

BA/BS 5

Consultant I. Interface with the client on a day-to-day basis, assist in identifying HealthIT problems, performs technical analysis, and devise feasible solutions, support the completion of project specific tasks within estimated time frames and budget constraints, and support presentations and client meetings.

BA/BS 4

Financial Manager III

Demonstrated experience and ability to manage and lead a team of financial management professionals related to a HealthIT project.

Demonstrated experience and ability to interpret and apply Federal financial regulations and accounting systems requirements. Leads effort to implement automated complex business practices.

Evaluates and recommends metrics such as activity/event based costing, and other financial management options. Demonstrated experience conducting complex business case analysis and detailed financial assessment of outsourcing requirements.

BA/BS 9

Financial Manager II

Demonstrated HealthIT experience and ability to apply Federal financial guidelines and accounting rules and principles with minimal oversight. Demonstrated experience assessing products and procedures for compliance with government standards, accounting principles, and multi-tiered system application standards. Demonstrated HealthIT experience and ability to grasp interrelationships between financial management requirements and automated solutions in place or contemplated. Prepares milestone documentation and presentations for senior managers and colleagues.

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Category/Service

Title Labor Category/Service Description Minimum

Education

Minimum Years of

Experience Financial Manager I

Ability to understand general HealthIT business operations and follow general financial guidelines and accounting rules. Under supervision, must be able to assess products and procedures for compliance with government standards and sound financial management principles. Ability to differentiate and work with various appropriations (e.g., O&M and Procurement). Ability to understand and comply with government HealthIT standards, accounting principles, and system application standards.

Maintains basic financial records and files. Prepares simple financial reports and routine presentations.

BA/BS 4

Project Control Planner - Senior

Demonstrated HealthIT experience and ability to independently prepare and analyze financial statements, develop highly complex project schedules, recommend and utilize cost accounting and labor-reporting systems, and manage multiple contracts and subcontracts. Demonstrated experience and ability to use spreadsheets and complex project management tools and systems to track deliverables, financial transactions, and management information. Ability to manage financial and/or administrative aspects of assigned contracts and deliverables. Tracks and validates all client financial information, establishes and maintains master contract files, prepares and monitors status of all deliverables, tracks the value of contracts, and reports payment of government fees. Updates task reports with funding information and prepares projections for all active contract task orders.

BA/BS 6

Project Control Specialist

Demonstrated HealthIT experience and ability to prepare and analyze financial statements, develop project schedules, utilize cost accounting and labor-reporting systems, and manage contracts and/or subcontracts with minimal oversight. Demonstrated experience and ability to use spreadsheets and project management tools to track deliverables, financial transactions, and management information. Manages financial and/or administrative aspects of assigned contracts and deliverables. Tracks and validates all client financial information, maintains master contract files, prepares and monitors status of all deliverables, tracks the value of contracts, and reports payment of government fees. Updates task reports with funding information and prepares revenue projections for all active contract task orders. Demonstrates writing and oral communication skills.

BA/BS 4

Business Process Analyst

Identify, assess, and record near, medium and long-term business needs and HealthIT technology solutions. Conduct requirements gathering meetings, prepare meeting notes and follow up on agreed action items. Provide use-case scenarios. Prepare and track project plans for project inception to completion. Manage day-to-day individual workload, monitor milestones and critical dates.

Document business requirements and communicate them to build team. Facilitate the implementation of new functionality, training

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Category/Service

Title Labor Category/Service Description Minimum

Education

Minimum Years of

Experience and troubleshooting. Promote teamwork and knowledge sharing in pursuit of effective problem solving.

Management Analyst III

Demonstrated experience and ability to lead or supervise a team of specialists and other management staff to incorporate HealthIT requirements into new or existing information management systems. Ability to assess and apply multiple organizational, and management improvement techniques in a HealthIT environment.

Demonstrated ability to conduct and participate in formal and informal reviews at pre-determined points throughout the project life cycle. Demonstrated ability to analyze client needs to determine systems requirements as they apply to the client's management systems. Ability to review client requirements and participate in client problem-solving and in the recommendation process. Ability to identify best practices and apply enterprise-wide process re-engineering, change management, business management techniques, organizational development, activity and data modeling, or information system development methods and practices. Ability to apply process improvement and re-engineering methodologies and principles. Ability to create and assess performance measurements.

BA/BS 4

Management Analyst II

Ability to assess and apply multiple organizational, and management improvement techniques in a HealthIT environment.

Demonstrated ability to conduct and participate in formal and informal reviews at pre-determined points throughout the project life cycle. Demonstrated ability to analyze client needs to determine systems requirements as they apply to the client's management/HealthIT systems. Ability to review client HealthIT requirements and participate in client problem-solving and in the recommendation process. Ability to identify best practices, effect re-engineering, change management, business management techniques, organizational development, activity. Ability to apply process improvement and re-engineering methodologies and principles. Ability to create and assess performance measurements. Ability to communicate effectively orally or in writing with excellent interpersonal skills.

BA/BS 2

Management Analyst I

Assists with the assessment and application of multiple organizational, and management improvement techniques in a HealthIT environment. Demonstrated ability to assist with informal reviews at pre-determined points throughout the project life cycle. Ability to analyze client needs to determine systems requirements as they apply to the client's management systems.

Ability to review client HealthIT requirements and participate in client problem-solving and in the recommendation process.

Ability to assist in the creation and assessment of performance measurements. Ability to communicate effectively orally or in writing with good interpersonal skills.

BA/BS 1

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Category/Service

Title Labor Category/Service Description Minimum

Education

Minimum Years of

Experience Administrative Assistant III **

Performs various administrative duties/tasks of a complex nature, under management supervision, related to management policies and general HealthIT project operations. Experience with computer graphics. Prepares and edits technical or general documentation using MS Office software. Performs a variety of support services such as visitor access control, ordering and receiving office supplies and equipment, editing or maintaining technical, budget, programmatic and administrative documentation and references, preparing travel documentation and coordinating travel arrangements, operation of reproduction equipment to produce large volumes of documents, courier service and mail service, etc. Performs miscellaneous job-related duties such as conducting research, studies, analyses, scenarios/simulations, reports and business policy, regulation and/or strategy development. Assist with meeting minutes, facilitation and related decision support services.

High School

Administrative Assistant II **

Perform moderately complex administrative duties/tasks, under management supervision, related to management policies and general HealthIT project operations. Experience with computer graphics. Prepares and edits technical or general documentation using MS Office software. Performs a variety of support services such as visitor access control, ordering and receiving office supplies and equipment, editing or maintaining technical, budget, programmatic and administrative documentation and references, preparing travel documentation and coordinating travel arrangements, operation of reproduction equipment to produce large volumes of documents, courier service and mail service, etc.

Performs miscellaneous job-related duties such as conducting research, studies, analyses, scenarios/ simulations, reports and business policy, regulation and/or strategy development. Assist with meeting minutes, facilitation and related decision support services.

High School

Administrative Assistant I **

Perform moderately complex administrative duties/tasks, under management supervision, related to management policies and general HealthIT project operations. Experience with computer graphics. Prepares and edits technical or general documentation using MS Office software. Performs a variety of support services such as visitor access control, ordering and receiving office supplies and equipment, editing or maintaining technical, budget, programmatic and administrative documentation and references, preparing travel documentation and coordinating travel arrangements, operation of reproduction equipment to produce large volumes of documents, courier service and mail service, etc.

Performs miscellaneous job-related duties such as conducting research, studies, analyses, scenarios/simulations, reports and business policy, regulation and/or strategy development. Assist

High School

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Category/Service

Title Labor Category/Service Description Minimum

Education

Minimum Years of

Experience with meeting minutes, facilitation and related decision support services.

Technical Writer

III

Responsible (either individually or with other team members) for the writing of major portions of technical HealthIT publications.

Supports the complete workflow process to ensure successful completion of each revision cycle and distribution of technical publications. Complies with established quality processes to ensure accuracy, ease of use and timely delivery of each revision cycle content. Writes technical HealthIT publications content as directed. Conducts reviews and analyzes technical documents to gain a thorough understanding of how complex systems operate and how they are to be integrated into technical manuals to provide the end user with the level of text and graphics to support the efficient return to service of the aircraft system. Consults with internal/external customers and engineering to create/revise technical manuals to support the department/corporate operating priorities. Provide input to management on new processes or technology for integration into the technical publications business model. Able to support Information Technology (IT) Team in conducting research in IT, business intelligence and market studies to obtain information on emerging technology needs and capabilities.

BA/BS 6

Technical Writer

II

Prepare and edit documentation incorporating HealthIT information provided by specialist, analyst, architect, engineer, and management personnel. Edit functional descriptions, system specifications, user manuals, special reports, or any other customer deliverable and documents. Develop documentation based on existing documentation templates or develop new templates based on requirements and direction. Review materials and recommend revisions or changes in scope, format, and content. Work as a member of a team to ensure production of quality written products.

Coordinate, validate, and update existing documents, to include version control, document repository maintenance, and standards compliance. Work with subject matter experts and facilitate document review meetings to verify content. In addition: Able to support Team in conducting research in HealthIT, business intelligence and market studies to obtain information on emerging technology needs and capabilities.

BA/BS 4

Technical Writer I

Prepares and/or provides editorial and quality assurance for technical HealthIT manuals, identification guides, preliminary employment manuals, specifications, technical reports, training materials, and other technical documentations in accordance with applicable customer specifications. Must be able to work independently and in a group setting. In addition: Able to support Team in conducting research in HealthIT, business intelligence and market studies to obtain information on emerging technology needs and capabilities. Assist with HealthIT policy, regulation

BA/BS 2

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Category/Service

Title Labor Category/Service Description Minimum

Education

Minimum Years of

Experience development, and formulation of strategy. Provide support/input to acquisition management team with drafting acquisition strategy;

procurement, developing contract language/proposal, and assist team with price/cost analysis.

Trainer III Manages the implementation and operation of the HealthIT training programs, practices and procedures for training personnel.

Responsible for staff development, supervision, and management.

Designs and administers HealthIT training programs to train all levels of personnel. Responsible for the development, testing, and maintenance of training curriculum to instruct customer personnel on the utilization of customer products or services. Responsible for reviewing course content, training materials and documentation.

Works on complex problems where analysis of situations or data may require an in-depth evaluation of various factors. Exercises judgment within defined practices and policies in selecting methods, techniques and evaluation criteria for obtaining results.

BA/BS 8

Trainer II Develops, directs, plans, delivers and evaluates training HealthIT programs or activities to meet external customer or internal employee learning objectives. Provides direct instruction and training to customers on services, procedures, processes, techniques, tactics, products or skill development. Assignments may include needs analysis, custom course development, development of criteria for evaluating the effectiveness of course objectives, and evaluation and learning assessments. Collaborates with customer or internal functional organization to develop, enhance, and/or evaluate new or existing HealthIT learning objectives and course content. May create course content, training materials, visual aids and documentation to support a variety of instructional formats such as lecture, lab exercises, field training, computer-based training (CBT), and/or web-based training

(WBT).

BA/BS 6

Trainer I Develops, directs, plans, delivers and evaluates training HealthIT programs or activities to meet external customer or internal employee learning objectives. Provides direct instruction and training to customers on services, procedures, processes, techniques, tactics, products or skill development. Assignments may include needs analysis, custom course development, development of criteria for evaluating the effectiveness of course objectives, and evaluation and learning assessments. Collaborates with customer or internal functional organization to develop, enhance, and/or evaluate new or existing HealthIT learning objectives and course content. May create course content, training materials, visual aids and documentation to support a variety of instructional formats such as lecture, lab exercises, field training, computer-based training (CBT), and/or web-based training

(WBT).

BA/BS 3

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LABOR CATEGORIES DESCRIPTIONS FOR SIN 541611

Labor

Category/Service Title

Labor Category/Service Description Minimum Education

Minimum Years of

Experience Subject Matter Expert III

Recognized senior level subject matter expert in relevant field, e.g., business process reengineering, consulting, financial management, etc. Provides expert advice and assistance in support of business functions. Represents the organization to key clients on critical issues. Understands, articulates and implements best practices related to area of expertise. Depending on the work environment, the SME III may lead or be an active participant of a workgroup with the need for specialized knowledge. Provides guidance on how areas of capability can resolve an organizational need. Generally called upon, based on specific expertise, supporting multi-million value projects.

Master's 12

Subject Matter Expert II

Recognized mid-level subject matter expert in relevant field, e.g., business process reengineering, consulting, financial management, etc. Provides expert advice and assistance in support of business functions. Represents the organization to key clients on critical issues. Understands, articulates and implements best practices related to area of expertise. Depending on the work environment, the subject matter expert may lead or be an active participant of a workgroup with the need for specialized knowledge. Provides guidance on how areas of capability can resolve an organizational need. Generally called upon, based on specific expertise, supporting million-dollar projects.

BA/BS 10

Subject Matter Expert I

Recognized subject matter expert in relevant field, e.g., business process reengineering, consulting, financial management, etc.

Provides advice and assistance in support of business functions.

Represents the organization to key clients on issues. Understands, articulates and implements best practices related to area of expertise. Leads or be an active participant of a workgroup with the need for specialized knowledge. Provides guidance on how areas of capability can resolve an organizational need. Generally called upon, based on specific expertise, supporting large projects.

BA/BS 7

Program Director Demonstrated senior or executive level manager with relevant subject matter expertise. Incorporates innovative management, operational, and financial techniques that result in increased productivity and sustained organizational growth. Ability to find solutions to a myriad of business issues and problems. Excellent oral and written communicator with exceptional interpersonal skills. Experienced with technical applications.

BA/BS 10

Program Manager

- Senior

Experience managing and directing activities of a large multi-disciplinary group. Organizational ability to determine enterprise needs of the customer, developing complex program plans to address needs and requirements, investigating and resolving problems, interfacing with other functions and outside personnel, preparing capital and operating requests, managing subcontractors’ staff and executing program / business plans. Act

Page | 15

Category/Service

Title Labor Category/Service Description Minimum

Education

Minimum Years of

Experience as senior resource for a specific discipline or function. Ability to organize and direct work, coordinate efforts with other functions, and direct personnel to achieve objectives. Responsible for interviewing, hiring, and training contractor employees.

Responsible for addressing complaints and resolving problems.

Program Manager Experience managing the activities of a large group; organizational ability to direct multiple activities of a group which includes:

determining needs, developing plans and projects, executing program/business plans, investigating and resolving problems, interfacing with other functions and outside personnel, preparing capital and operating requests, and managing staff. Act as senior resource for a specific discipline or function. Ability to organize and direct work, coordinate efforts with other functions, and direct personnel to achieve objectives. Directly supervises contractor employees. Responsible for interviewing, hiring, and training contractor employees. Responsible for staff development, planning, assigning and directing work. Responsible for addressing complaints and resolving problems.

BA/BS 4

Project Manager -

III

Demonstrated experience and ability to oversee and orchestrate advanced technology system design, development, integration, testing, training, deployment, operation and/or maintenance efforts. Performs day-to-day management of assigned delivery order projects that involve teams of highly specialized technical professionals who are involved in analyzing, prototyping, designing, integrating, testing, documenting, converting, extending, and implementing automated information systems.

Demonstrates proven skills in highly technical areas addressed by the delivery order to be managed. Organizes, directs, and coordinates the planning and production of all activities associated with assigned delivery order projects, including assessment of staff and expenditure of ODCs. Demonstrates writing and oral communication skills.

BA/BS 6

Project Manager -

II

Demonstrated experience and ability to oversee and orchestrate and performs day-to-day management of assigned delivery order projects that involve teams of consultants and functional experts and analyst. Demonstrates proven skills in those technical areas addressed by the delivery order to be managed. Organizes, directs, and coordinates the planning and production of all activities associated with assigned delivery order projects, including assessment of staff and expenditure of ODCs. Demonstrates writing and oral communication skills.

BA/BS 4

Quality Assurance Manager

Demonstrated experience and ability to supervise or lead a team of Quality Assurance specialists in applying quality control/quality assurance management procedures, including implementing a program of reporting, tracking and analyzing key metrics, monitoring quality procedures and participating in software reviews and testing. Demonstrated experience and ability to

BA/BS 10

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Category/Service

Title Labor Category/Service Description Minimum

Education

Minimum Years of

Experience evaluate, recommend, and use software engineering processes and methodologies. Demonstrated experience and ability to determine and apply the latest commercial products and procedures for identifying software errors and evaluating software quality and efficiency. Demonstrated experience and ability to interpret and apply Government regulations, manuals, and standards relating to quality assurance. Ability to determine the resources required for quality control. Ability to maintain the level of quality throughout the software and system life cycle. Ability to develop and present software and system quality assurance plans. Ability to conduct formal and informal reviews at predetermined points throughout the development life cycle. Duties include independently developing and implementing a complex program of reporting, tracking, and analyzing key performance-based system metrics;

and monitoring quality procedures, evaluating system quality and efficiency, and may include Quality Assur

Senior Task Manager

Demonstrated experience and ability to manage complex projects which may include system design, prototyping, development, integration, testing, training, deployment, operation and/or maintenance tasks. Ability to present system designs for user approval at formal reviews. Ability to perform configuration management, software integration, and interpretation of software test results, as well as recommending solutions for unsatisfactory test results. Ability to provide solutions to identified software problem reports. Performs day-to-day management of highly technical tasks, working with other data processing or information system and management professionals. Demonstrates proven skills in the advanced technology areas addressed by the task to be managed. Plans, organizes, coordinates and executes all activities associated with assigned task. Demonstrates writing and oral communication skills.

BA/BS 10

Task Manager II Responsible for the management of mid-size projects which may include technical integration. Ability to independently analyze complex requirements and develop and implement applicable solutions without oversight and guidance. Interfaces with Government management personnel, contract managers, and customer agency representatives. Responsible for formulating and enforcing work standards, assigning schedules, reviewing work quality, communicating policies, purposes, and goals of the organization to subordinates.

BA/BS 7

Task Manager I Responsible for the management of small to mid-sized projects.

Ability to independently analyze complex requirements and develop and implement applicable solutions without oversight and guidance. Ability to communicate complex concepts in oral and written communications. Provides occasional guidance to junior or support level staff.

BA/BS 5

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Category/Service

Title Labor Category/Service Description Minimum

Education

Minimum Years of

Experience Consultant III Provide technical knowledge in their area of expertise, work individually and on teams to support the completion of project specific tasks within estimated time frames and budget constraints and interface with the client on a day-to-day basis. In addition, Senior Consultants apply their specific expertise to the practical issues they identify or those presented by the client. They also help to formulate solutions, prepare reports, studies, and documentation, and support presentations and client meetings.

BA/BS 5

Consultant II Provide technical knowledge in their area of expertise, work individually and on teams to support the completion of project specific tasks within estimated time frames and budget constraints and interface with the client on a day-to-day basis. In addition, Senior Consultants apply their specific expertise to the practical issues they identify or those presented by the client. They also help to formulate solutions, prepare reports, studies, and documentation, and support presentations and client meetings.

BA/BS 5

Consultant I. Interface with the client on a day-to-day basis, assist in identifying problems, performs technical analysis, and devise feasible solutions, support the completion of project specific tasks within estimated time frames and budget constraints, and support presentations and client meetings.

BA/BS 4

Financial Manager III

Demonstrated experience and ability to manage and lead a team of financial management professionals. Demonstrated experience and ability to interpret and apply Federal financial regulations and accounting systems requirements. Leads effort to implement automated complex business practices. Evaluates and recommends metrics such as activity/event based costing, and other financial management options. Demonstrated experience conducting complex business case analysis and detailed financial assessment of outsourcing requirements.

BA/BS 9

Financial Manager II

Demonstrated experience and ability to apply Federal financial guidelines and accounting rules and principles with minimal oversight. Demonstrated experience assessing products and procedures for compliance with government standards, accounting principles, and multi-tiered system application standards.

Demonstrated experience and ability to grasp interrelationships between financial management requirements and automated solutions in place or contemplated. Prepares milestone documentation and presentations for senior managers and colleagues.

BA/BS 6

Financial Manager I

Ability to understand general business operations and follow general financial guidelines and accounting rules. Under supervision, must be able to assess products and procedures for compliance with government standards and sound financial management principles. Ability to differentiate and work with various appropriations (e.g., O&M and Procurement). Ability to understand and comply with government standards, accounting

Page | 18

Category/Service

Title Labor Category/Service Description Minimum

Education

Minimum Years of

Experience principles, and system application standards. Maintains basic financial records and files. Prepares simple financial reports and routine presentations.

Project Control Planner - Senior

Demonstrated experience and ability to independently prepare and analyze financial statements, develop highly complex project schedules, recommend and utilize cost accounting and labor-reporting systems, and manage multiple contracts and subcontracts. Demonstrated experience and ability to use spreadsheets and complex project management tools and systems to track deliverables, financial transactions, and management information. Ability to manage financial and/or administrative aspects of assigned contracts and deliverables. Tracks and validates all client financial information, establishes and maintains master contract files, prepares and monitors status of all deliverables, tracks the value of contracts, and reports payment of government fees. Updates task reports with funding information and prepares projections for all active contract task orders.

BA/BS 6

Project Control Specialist

Demonstrated experience and ability to prepare and analyze financial statements, develop project schedules, utilize cost accounting and labor-reporting systems, and manage contracts and/or subcontracts with minimal oversight. Demonstrated experience and ability to use spreadsheets and project management tools to track deliverables, financial transactions, and management information. Manages financial and/or administrative aspects of assigned contracts and deliverables. Tracks and validates all client financial information, maintains master contract files, prepares and monitors status of all deliverables, tracks the value of contracts, and reports payment of government fees. Updates task reports with funding information and prepares revenue projections for all active contract task orders. Demonstrates writing and oral communication skills.

BA/BS 4

Business Process Analyst

Identify, assess, and record near, medium and long-term business needs and technology solutions. Conduct requirements gathering meetings, prepare meeting notes and follow up on agreed action items. Provide use-case scenarios. Prepare and track project plans for project inception to completion. Manage day-to-day individual workload, monitor milestones and critical dates. Document business requirements and communicate them to build team.

Facilitate the implementation of new functionality, training and troubleshooting. Promote teamwork and knowledge sharing in pursuit of effective problem solving.

BA/BS 4

Management Analyst III

Demonstrated experience and ability to lead or supervise a team of specialists and other management staff to incorporate requirements into new or existing information management systems. Ability to assess and apply multiple organizational, and management improvement techniques in a government or commercial environment. Demonstrated ability to conduct and participate in

Page | 19

Category/Service

Title Labor Category/Service Description Minimum

Education

Minimum Years of

Experience formal and informal reviews at pre-determined points throughout the project life cycle. Demonstrated ability to analyze client needs to determine systems requirements as they apply to the client's management systems. Ability to review client requirements and participate in client problem-solving and in the recommendation process. Ability to identify best practices and apply enterprise-wide process re-engineering, change management, business management techniques, organizational development, activity and data modeling, or information system development methods and practices. Ability to apply process improvement and re-engineering methodologies and principles.