MAS - Octo Metric LLC - 47QTCA19D00CY

Octo Metric LLC Contract Administrator: John Paul W. Hess

1175 Peachtree Street, NE Suite 1000, 10th Floor Atlanta, GA 30361

Phone: (312) 583-8700 www.octometric.com

GENERAL SERVICES ADMINISTRATION

FEDERAL SUPPLY SERVICE

AUTHORIZED FEDERAL SUPPLY SCHEDULE TERMS AND

CONDITIONS

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.

GSA MULTIPLE AWARD SCHEDULE (MAS)

Special Item Number: 54151S Information Technology Professional Services

FPDS Code D301 IT Facility Operation and Maintenance FPDS Code D302 IT Systems Development Services

FPDS Code D306 IT Systems Analysis Services FPDS Code D307 Automated Information Systems Design and Integration Services

FPDS Code D308 Programming Services FPDS Code D310 IT Backup and Security Services

FPDS Code D311 IT Data Conversion Services FPDS Code D313 Computer Aided Design/Computer Aided Manufacturing (CAD/CAM) Services

FPDS Code D316 IT Network Management Services FPDS Code D317 Creation/Retrieval of IT Related Automated News Services, Data Services, or Other Information Services (All other information services belong under Schedule 76) FPDS Code D399 Other Information Technology Services, Not Elsewhere Classified

Special Item Number: 54151HEAL, Health Information Technology Services Special Item Number: OLM, Order Level Materials

Business Size / Status: Small Business

Contract Number: 47QTCA19D00CY Period Covered by Contract: 06/05/2024 - 06/04/2029

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

Current through Mod PO-0025, dated August 19, 2025 http://www.octometric.com/

47QTCA19D00CY Page 1

GENERAL CONTRACT INFORMATION

CONTRACT OVERVIEW

CONTRACT ADMINISTRATOR

CONTRACT USE

SPECIAL ITEM NUMBER (SIN) DESCRIPTION

INSTRUCTIONS FOR PLACING ORDERS FOR SERVICES BASED ON GSA SCHEDULE HOURLY RATES

BLANKET PURCHASE AGREEMENTS

TERMS AND CONDITIONS APPLICABLE TO INFORMATION TECHNOLOGY (IT) PROFESSIONAL SERVICES

(SPECIAL ITEM NUMBER 54151S)

GSA IT PROFESSIONAL SERVICES LABOR CATEGORIES - SIN 541515…………………………………………10

TERMS AND CONDITIONS APPLICABLE TO HEALTH INFORMATION TECHNOLOGY (IT) SERVICES

(SPECIAL ITEM NUMBER 54151HEAL)

GSA HEALTH IT PROFESSIONAL SERVICES LABOR CATEGORIES - SIN 54151HEAL

USA COMMITMENT TO PROMOTE SMALL BUSINESS PARTICIPATION PROCUREMENT PROGRAMS

BEST VALUE BLANKET PURCHASE AGREEMENT FEDERAL SUPPLY SCHEDULE

BASIC GUIDELINES FOR USING “CONTRACTOR TEAM ARRANGEMENTS”

TABLE OF CONTENTS

47QTCA19D00CY Page 2

1. Table of Awarded Special Item Numbers (SINs):

SIN SIN Description Service Description Pages

Awarded Price Page

SIN 54151S /

54151S STLOC

Information Technology Professional Services 9-13 19

SIN 54151HEAL /

54151HEAL STLOC

Health Information Technology Services 17-18 19

SIN OLM /

OLM STLOC Order Level Materials N/A N/A

2. Maximum Order: $ 500,000.00

3. Minimum Order: $ 100.00

4. Geographic Coverage (delivery area): Domestic Only

5. Point(s) of Production: The place of performance will be specified by the

Government on individual task orders.

6. Statement of Net Price: All Prices Herein are Net (discount deducted)

7. Quantity Discounts: None Offered

8. Prompt Payment Terms: Net 30 days Information for Ordering Offices: Prompt payment terms cannot be negotiated out of the contractual agreement in exchange for other concessions.

9a. Government Purchase Card is accepted at or below the micro-purchase threshold.

9b. Government Purchase Card is accepted above the micro-purchase threshold.

10. Foreign Items: None

11a. Time of Delivery: As negotiated with Ordering Agency 11b. Expedited Delivery: Contact contractor for availability 11c. Overnight and 2-Day Delivery: Contact contractor for availability 11d. Urgent Requirement: Per I-FSS-140-B Urgent Requirements, when the Federal Supply Schedule contract delivery period does not meet the bona fide urgent delivery requirements of an ordering agency, agencies are encouraged, if time permits, to contact the Contractor for the purpose of obtaining accelerated delivery

12. F.O.B. Point: Destination

13a. Ordering Address: Octo Metric LLC

1175 Peachtree Street, NE Suite 1000, 10th Floor Atlanta, GA 30361

GENERAL CONTRACT INFORMATION

47QTCA19D00CY Page 3

13b.Ordering Procedures: For supplies and services, the ordering procedures, information on Blanket Purchase Agreements (BPAs), are found in Federal Acquisition Regulation (FAR) 8.405-3.

14. Payment Address: Octo Metric LLC

1175 Peachtree Street, NE Suite 1000, 10th Floor Atlanta, GA 30361

15. Warranty Provision: Contractor’s standard warranty

16. Export Packing Charges: Not Applicable

17. Terms and Conditions of Government Purchase Card Acceptance (any thresholds above the micro-purchase level):

Governmentwide purchase card is accepted on orders in excess of the micro-purchase threshold

18. Terms and conditions of rental, maintenance, and repair:

Not Applicable

19. Terms and conditions of installation: Not Applicable

20. Terms and conditions of repair parts indicating date of parts, price lists and any discounts from list prices:

Not Applicable

20a. Terms and conditions for any other services: Not Applicable

21. List of service and distribution points: Not Applicable

22. List of participating dealers: Not Applicable

23. Preventative maintenance: Not Applicable

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

Not Applicable

24b. Section 508 compliance information is available on Electronic and Information Technology (EIT) supplies and services.

The EIT standards can be found at www.Section508.gov/. Contact Contractor for more information.

25. Data Universal Number System (DUNS) Number:

081045104

26. Octo Metric LLC is registered in the System for Award Management (SAM).

http://www.section508.gov/

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CONTRACT ADMINISTRATOR

CONTRACT USE

SPECIAL ITEM NUMBER (SIN) DESCRIPTION

GSA awarded Octo Metric LLC a Multiple Award Schedule contract under the Information Technology Category, contract number 47QTCA19D00CY with base period 06/05/2019 - 06/04/2024. GSA may exercise up to three additional 5-year option periods. The contract allows for the placement of Firm Fixed Price or Time and Materials task orders using the labor categories and ceiling rates defined in the contract.

John Paul W. Hess, Director of Contracts Octo Metric LLC 1175 Peachtree Street, Suite 1000 Atlanta, GA 30361 Telephone: (571) 228-8890 Email: contracts@octometric.com

This contract is available for use by all federal government agencies, as a source for Information Technology services, for worldwide use. Executive agencies, other Federal agencies, mixed-ownership Government corporations, and the District of Columbia; government contractors authorized in writing by a Federal agency pursuant to 48 CFR 51.1; and other activities and organizations authorized by statute or regulation to use GSA as a source of supply may use this contract. Additionally, contractors are encouraged to accept orders received from activities within the Executive Branch of the Federal Government.

The Special Item Numbers (SINs) available under this contract provide services across the life cycle of a project. When task orders are placed, they must identify the SIN or SINs under which the task is being executed. Octo Metric LLC has been awarded a contract by GSA to provide services under the following SIN. A full description of each SIN and examples of the types of work covered thereunder are provided below.

SIN 54151S / 54151S STLOC, Information Technology Professional Services: IT Professional Services and/or labor categories for database planning and design; systems analysis, integration, and design; programming, conversion and implementation support; network services, data/records management, and testing.

SIN 54151HEAL / 54151HEAL STLOC, Health Information Technology Services: Includes a wide range of Health IT services to include connected health, electronic health records, health information exchanges, health analytics, personal health information management, innovative Health IT solutions, health informatics, emerging Health IT research, and other Health IT services.

SIN OLM / OLM STLOC, Order Level Materials: Order Level Materials (OLMs) are supplies and/or services acquired in direct support of an individual task or delivery order placed against a Schedule contract or BPA. OLM pricing is not established at the Schedule contract or BPA level, but at the order level. Since OLMs are identified and acquired at the order level, the ordering contracting officer (OCO) is responsible for making a fair and reasonable price determination for all OLMs.

OLMs are procured under a special ordering procedure that simplifies the process for acquiring supplies and services necessary to support individual task or delivery orders placed against a Schedule contract or BPA. Using this new procedure, ancillary supplies and services not known at the time of the Schedule award may be included and priced at the order level.

CONTRACT OVERVIEW

mailto:contracts@octometric.com

47QTCA19D00CY Page 5

GSA provides a streamlined, efficient process for ordering the services you need. GSA has already determined that Octo Metric LLC meets the technical requirements and that our prices offered are fair and reasonable. Agencies may use written orders, facsimile orders, credit card orders, blanket purchase agreement orders, or individual purchase orders under this contract.

If it is determined that your agency needs an outside source to provide Information Technology Professional Services, follow these simple steps:

Orders under the Micro-Purchase Threshold

• Select the contractor best suited for your needs and place the order.

Orders in-between the Micro-Purchase Threshold and the Simplified Acquisition Threshold

• Prepare a SOW or Performance Work Statement (PWS) in accordance with FAR 8.405-2(b).

• Prepare and send the RFQ (including SOW and evaluation criteria) to at least three GSA

Schedule contractors.

• Evaluate, then make a "Best Value" determination.

Note: The ordering activity should request GSA Schedule contractors to submit firm-fixed prices to perform the services identified in the SOW.

Orders over the Simplified Acquisition Threshold

• Prepare the RFQ (including the SOW and evaluation criteria) and post on eBuy to afford all

Schedule contractors the opportunity to respond, or provide the RFQ to as many Schedule contractors as practicable, consistent with market research, to reasonably ensure that quotes are received from at least three contractors.

• Seek price reductions.

• Evaluate all responses and place the order, or establish the BPA with the GSA Schedule contractor that represents the best value (refer to FAR 8.405-2(d)).

Note: The ordering activity should request GSA Schedule contractors to submit firm-fixed prices to perform the services identified in the SOW.

Developing a Statement of Work (SOW)

In the SOW, include the following information:

• Work to be performed,

• Location of work,

• Period of performance;

• Deliverable schedule, and

• Special standards and any special requirements, where applicable.

Preparing a Request for Quote (RFQ)

• Include the SOW and evaluation criteria;

• Request fixed price, ceiling price, or, if not possible, labor hour or time and materials order;

• If preferred, request a performance plan from contractors and information on past experience;

and include information on the basis for selection.

• May be posted on GSA’s electronic RFQ system, eBuy

For more information related to ordering services, go to http://www.gsa.gov/schedules-ordering and client “Ordering Information.” Also see summary guidelines in the Multiple Award Schedule (MAS) Desk Reference Guide, Ordering Procedures.

INSTRUCTIONS FOR PLACING ORDERS FOR SERVICES

BASED ON GSA SCHEDULE HOURLY RATES

http://www.gsa.gov/schedules-ordering http://www.gsa.gov/portal/content/226369 http://www.gsa.gov/portal/content/226369

47QTCA19D00CY Page 6

Ordering activities may establish BPAs under any schedule contract to fill repetitive needs for supplies or services. BPAs may be established with one or more schedule contractors. The number of BPAs to be established is within the discretion of the ordering activity establishing the BPAs and should be based on a strategy that is expected to maximize the effectiveness of the BPA(s). In determining how many BPAs to establish, consider:

• The scope and complexity of the requirement(s);

• The need to periodically compare multiple technical approaches or prices;

• The administrative costs of BPAs; and

• The technical qualifications of the schedule contractor(s).

Establishment of a single BPA, or multiple BPAs, shall be made using the same procedures outlined in 8.405 -1 or 8.405-2. BPAs shall address the frequency of ordering, invoicing, discounts, requirements (e.g. estimated quantities, work to be performed), delivery locations, and time.

When establishing multiple BPAs, the ordering activity shall specify the procedures for placing orders under the BPAs.

Establishment of a multi-agency BPA against a Federal Supply Schedule contract is permitted if the multi-agency BPA identifies the participating agencies and their estimated requirements at the time the BPA is established.

Ordering from BPAs:

Single BPA. If the ordering activity establishes one BPA, authorized users may place the order directly under the established BPA when the need for the supply or service arises.

Multiple BPAs. If the ordering activity establishes multiple BPAs, before placing an order exceeding the micro-purchase threshold, the ordering activity shall:

• Forward the requirement, or statement of work and the evaluation criteria, to an appropriate number of BPA holders, as established in the BPA ordering procedures; and

• Evaluate the responses received, make a best value determination (see 8.404(d)), and place the order with the BPA holder that represents the best value.

BPAs for hourly rate services. If the BPA is for hourly rate services, the ordering activity shall develop a statement of work for requirements covered by the BPA. All orders under the BPA shall specify a price for the performance of the tasks identified in the statement of work.

Duration of BPAs. BPAs generally should not exceed five years in length, but may do so to meet program requirements. Contractors may be awarded BPAs that extend beyond the current term of their GSA Schedule contract, so long as there are option periods in their GSA Schedule contract that, if exercised, will cover the BPA’s period of performance.

Review of BPAs:

The ordering activity that established the BPA shall review it at least once a year to determine whether:

• The schedule contract, upon which the BPA was established, is still in effect;

• The BPA still represents the best value (see 8.404(d)); and

• Estimated quantities/amounts have been exceeded and additional price reductions can be obtained.

The ordering activity shall document the results of its review.

BLANKET PURCHASE AGREEMENTS

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1. SCOPE

a. The prices, terms and conditions stated under Special Item Number 132-51 Information Technology Professional

Services apply exclusively to IT Professional Services within the scope of this Information Technology Schedule.

b. The Contractor shall provide services at the Contractor’s facility and/or at the ordering activity location, as agreed to by the Contractor and the ordering activity.

2. PERFORMANCE INCENTIVES I-FSS-60 Performance Incentives (April 2000)

a. Performance incentives may be agreed upon between the Contractor and the ordering activity on individual fixed price orders or Blanket Purchase Agreements under this contract.

b. The ordering activity must establish a maximum performance incentive price for these services and/or total solutions on individual orders or Blanket Purchase Agreements.

c. Incentives should be designed to relate results achieved by the contractor to specified targets. To the maximum extent practicable, ordering activities shall consider establishing incentives where performance is critical to the ordering activity’s mission and incentives are likely to motivate the contractor. Incentives shall be based on objectively measurable tasks.

3. ORDER

a. Agencies may use written orders, EDI orders, blanket purchase agreements, individual purchase orders, or task orders for ordering services under this contract. Blanket Purchase Agreements shall not extend beyond the end of the contract period; all services and delivery shall be made and the contract terms and conditions shall continue in effect until the completion of the order. Orders for tasks which extend beyond the fiscal year for which funds are available shall include FAR 52.232-19 (Deviation – May 2003) Availability of Funds for the Next Fiscal Year. The purchase order shall specify the availability of funds and the period for which funds are available.

b. All task orders are subject to the terms and conditions of the contract. In the event of conflict between a task order and the contract, the contract will take precedence.

4. PERFORMANCE OF SERVICES

a. The Contractor shall commence performance of services on the date agreed to by the Contractor and the ordering activity.

b. The Contractor agrees to render services only during normal working hours, unless otherwise agreed to by the Contractor and the ordering activity.

c. The ordering activity should include the criteria for satisfactory completion for each task in the Statement of Work or Delivery Order. Services shall be completed in a good and workmanlike manner.

d. Any Contractor travel required in the performance of ITServices must comply with the Federal Travel Regulation or Joint Travel Regulations, as applicable, in effect on the date(s) the travel is performed. Established Federal Government per diem rates will apply to all Contractor travel. Contractors cannot use GSA city pair contracts.

5. STOP-WORK ORDER (FAR 52.242-15) (AUG 1989)

a. The Contracting Officer may, at any time, by written order to the Contractor, require the Contractor to stop all, or any part, of the work called for by this contract for a period of 90 days after the order is delivered to the Contractor, and for any further period to which the parties may agree. The order shall be specifically identified as a stop-work order issued under this clause. Upon receipt of the order, the Contractor shall immediately comply with its terms and take all reasonable steps to minimize the incurrence of costs allocable to the work covered by the order during the period of work stoppage. Within a period of 90 days after a stop-work is delivered to the Contractor, or within any extension of that period to which the parties shall have agreed, the Contracting Officer shall either-

(1) Cancel the stop-work order; or

TERMS AND CONDITIONS APPLICABLE TO INFORMATION TECHNOLOGY (IT)

PROFESSIONAL SERVICES (SPECIAL ITEM NUMBER 54151S / 54151S STLOC)

47QTCA19D00CY Page 8

(2) Terminate the work covered by the order as provided in the Default, or the Termination for Convenience of the Government, clause of this contract.

b. If a stop-work order issued under this clause is canceled or the period of the order or any extension thereof expires, the Contractor shall resume work. The Contracting Officer shall make an equitable adjustment in the delivery schedule or contract price, or both, and the contract shall be modified, in writing, accordingly, if-

(1) The stop-work order results in an increase in the time required for, or in the Contractor's cost properly allocable to, the performance of any part of this contract; and

(2) The Contractor asserts its right to the adjustment within 30 days after the end of the period of work stoppage; provided, that, if the Contracting Officer decides the facts justify the action, the Contracting Officer may receive and act upon the claim submitted at any time before final payment under this contract.

c. If a stop-work order is not canceled and the work covered by the order is terminated for the convenience of the Government, the Contracting Officer shall allow reasonable costs resulting from the stop-work order in arriving at the termination settlement.

d. If a stop-work order is not canceled and the work covered by the order is terminated for default, the Contracting Officer shall allow, by equitable adjustment or otherwise, reasonable costs resulting from the stop-work order.

6. INSPECTION OF SERVICES

In accordance with FAR 52.212-4 Contract Terms and Conditions—Commercial Items (MAR 2009) (Deviation I - FEB 2007) for Firm-Fixed Price orders and FAR 52.212-4 Contract Terms and Conditions—Commercial Items (MAR 2009) (Alternate I-OCT 2008) (Deviation I – FEB 2007) applies to Time-and-Materials and Labor-Hour Contracts orders placed under this contract.

7. RESPONSIBILITIES OF THE CONTRACTOR

The Contractor shall comply with all laws, ordinances, and regulations (Federal, State, City, or otherwise) covering work of this character. If the end product of a task order is software, then FAR 52.227-14 (Dec 2007) Rights in Data – General, may apply.

8. RESPONSIBILITIES OF THE ORDERING ACTIVITY

Subject to security regulations, the ordering activity shall permit Contractor access to all facilities necessary to perform the requisite IT Professional Services.

9. INDEPENDENT CONTRACTOR

All IT Professional Services performed by the Contractor under the terms of this contract shall be as an independent Contractor, and not as an agent or employee of the ordering activity.

10. ORGANIZATIONAL CONFLICTS OF INTEREST

a. Definitions.

“Contractor” means the person, firm, unincorporated association, joint venture, partnership, or corporation that is a party to this contract.

“Contractor and its affiliates” and “Contractor or its affiliates” refers to the Contractor, its chief executives, directors, officers, subsidiaries, affiliates, subcontractors at any tier, and consultants and any joint venture involving the Contractor, any entity into or with which the Contractor subsequently merges or affiliates, or any other successor or assignee of the Contractor.

An “Organizational conflict of interest” exists when the nature of the work to be performed under a proposed ordering activity contract, without some restriction on ordering activities by the Contractor and its affiliates, may either (i) result in an unfair competitive advantage to the Contractor or its affiliates or (ii) impair the Contractor’s or its affiliates’ objectivity in performing contract work.

b. To avoid an organizational or financial conflict of interest and to avoid prejudicing the best interests of the ordering activity, ordering activities may place restrictions on the Contractors, its affiliates, chief executives, directors, subsidiaries and subcontractors at any tier when placing orders against schedule contracts. Such restrictions shall be consistent with FAR 9.505 and shall be designed to avoid, neutralize, or mitigate

47QTCA19D00CY Page 9 organizational conflicts of interest that might otherwise exist in situations related to individual orders placed against the schedule contract. Examples of situations, which may require restrictions, are provided at FAR 9.508.

11. INVOICES

The Contractor, upon completion of the work ordered, shall submit invoices for IT Professional services. Progress payments may be authorized by the ordering activity on individual orders if appropriate. Progress payments shall be based upon completion of defined milestones or interim products. Invoices shall be submitted monthly for recurring services performed during the preceding month.

12. PAYMENTS

For firm-fixed price orders the ordering activity shall pay the Contractor, upon submission of proper invoices or vouchers, the prices stipulated in this contract for service rendered and accepted. Progress payments shall be made only when authorized by the order. For time-and-materials orders, the Payments under Time-and-Materials and Labor-Hour Contracts at FAR 52.212-4 (MAR 2009) (Alternate I – OCT 2008) (Deviation I – FEB 2007) applies to time-and-materials orders placed under this contract. For labor-hour orders, the Payment under Time-and-Materials and Labor-Hour Contracts at FAR 52.212-4 (MAR 2009) (Alternate I – OCT 2008) (Deviation I – FEB 2007) applies to labor-hour orders placed under this contract. 52.216-31(Feb 2007) Time-and-Materials/Labor-Hour Proposal Requirements—Commercial Item Acquisition As prescribed in 16.601(e)(3), insert the following provision:

(a) The Government contemplates award of a Time-and-Materials or Labor-Hour type of contract resulting from this solicitation.

(b) The offeror must specify fixed hourly rates in its offer that include wages, overhead, general and administrative expenses, and profit. The offeror must specify whether the fixed hourly rate for each labor category applies to labor performed by—

(1) The offeror;

(2) Subcontractors; and/or

(3) Divisions, subsidiaries, or affiliates of the offeror under a common control.

13. RESUMES

Resumes shall be provided to the GSA Contracting Officer or the user ordering activity upon request.

14. INCIDENTAL SUPPORT COSTS

Incidental support costs are available outside the scope of this contract. The costs will be negotiated separately with the ordering activity in accordance with the guidelines set forth in the FAR.

15. APPROVAL OF SUBCONTRACTS

The ordering activity may require that the Contractor receive, from the ordering activity's Contracting Officer, written consent before placing any subcontract for furnishing any of the work called for in a task order.

16. DESCRIPTION OF IT PROFESSIONAL SERVICES AND PRICING

a. The Contractor shall provide a description of each type of ITService offered under Special Item Numbers 132-51 IT Professional Services should be presented in the same manner as the Contractor sells to its commercial and other ordering activity customers. If the Contractor is proposing hourly rates, a description of all corresponding commercial job titles (labor categories) for those individuals who will perform the service should be provided.

b. Pricing for all ITProfessional Services shall be in accordance with the Contractor’s customary commercial practices; e.g., hourly rates, monthly rates, term rates, and/or fixed prices, minimum general experience and minimum education.

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Octo Metric LLC incorporates the following education and experience substitutions, which are a part of its standard commercial practices:

Education and Experience Substitution Methodology:

High School Diploma + 4 years additional experience Bachelors Degree

Associates Degree + 2 years additional experience Bachelors Degree + 2 years additional experience Masters Degree Masters Degree + 3 years additional experience

Ph.D.

Bachelors Degree + 5 years additional experience

Education Substitution Methodology:

• A Ph.D. may be substituted for three (3) years of required experience for positions requiring a Masters Degree or five (5) years with positions requiring a Bachelors Degree.

• A Masters Degree may be substituted for two (2) years of required experience with positions requiring a

Bachelors Degree.

• A Bachelors Degree may be substituted for four (4) years of required experience with positions requiring a High

School Diploma.

• An Associates Degree may be substituted for two (2) years of required experience with positions requiring a High

School Diploma.

• Specialized software certifications may be substituted for two (2) years of experience

• Project Management Professional (PMP) certification may be substituted for two (2) years of experience

Business / Systems Analyst 1 Minimum Experience: Four (4) years of experience Functional Responsibility:

Analyzes science, engineering, business, and other data processing problems to implement and improve computer systems. Formulates and defines technical systems scope and objectives based on both user needs and a good understanding of applicable business systems and industry requirements. Analyzes user requirements, procedures, and problems to automate or improve existing systems and review computer system capabilities, workflow, and scheduling limitations. Includes analysis of IT system needs, documentation of requirements, translation into proper system requirement specifications, and validating requirement specifications. Devises or modifies procedures to solve problems considering computer equipment capacity and limitations, operating time, and form of desired results. May analyze or recommend commercially available software. May supervise others.

Minimum Education: Bachelors Degree

Business / Systems Analyst 2 Minimum Experience: Six (6) years of experience Functional Responsibility:

Plans, directs, or coordinates activities in such fields as electronic data processing, information systems, systems analysis, and computer programming. Formulates and defines technical systems scope and objectives based on user needs and an understanding of applicable business systems and industry requirements. Includes analysis of IT system needs, documentation of requirements, translation into system requirement specifications, and validating requirement specifications. Devises or modifies procedures to solve complex problems considering computer equipment capacity and limitations, operating time, and form of desired results. May supervise others.

GSA IT PROFESSIONAL SERVICES LABOR CATEGORIES -

SIN 54151S / 54151S STLOC

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Computer Programmer Minimum Experience: Four (4) years of experience Functional Responsibility:

Creates, modifies, and tests the code, forms, and script that allow computer applications to run. Works from specifications drawn up by software developers or other individuals. Participates in design development, coding, testing, and debugging new software or significant enhancements to existing software. Works with technical staff to understand problems with software and develops specifications to resolve them. Participates in the development of software user manuals. May develop and write computer programs to store, locate, and retrieve specific documents, data, and information. May act as team leader on less complex projects. Assists in training less experienced software development staff. May supervise others.

Database Administrator Minimum Experience: Five (5) years of experience Functional Responsibility:

Administers, tests, and implements computer databases, applying knowledge of database management systems. Coordinates changes to computer databases. May plan, coordinate, and implement security measures to safeguard computer databases.

Possesses and applies a comprehensive knowledge across key tasks and high impact assignments. Plans and leads major technology assignments. Evaluates performance results and recommends major changes affecting short-term project growth and success. Functions as a technical expert across multiple project assignments. May supervise others.

Database Architect Minimum Experience: Six (6) years of experience Functional Responsibility:

Designs strategies for enterprise database systems and set standards for operations, programming, and security. Designs and constructs large relational databases.

Integrates new systems with existing warehouse structure and refine system performance and functionality. Possesses and applies a comprehensive knowledge across key tasks and high impact assignments. Plans and leads major technology assignments. Evaluates performance results and recommends major changes affecting short-term project growth and success. Functions as a technical expert across multiple project assignments. May supervise others.

Enterprise Architect

Functional Responsibility:

Provides high‐level architectural expertise. Develops architectural products and deliverables. Develops strategy of system and the design infrastructure necessary to support that strategy. Designs and implements computer and information networks, such as local area networks (LAN), wide area networks (WAN), intranets, extranets, and other data communications networks. Performs network modeling, analysis, and planning. May also design network and computer security measures. Advises on selection of technological purchases with regards to processing, data storage, data access, and applications development. May research and recommend network and data communications hardware and software. May supervise others.

47QTCA19D00CY Page 12

Information Assurance Specialist Minimum Experience: Five (5) years of experience Functional Responsibility:

Applies know‐how to common user systems, as well as dedicated, special-purpose systems requiring specialized security features/procedures. Establishes and satisfies system‐wide information security requirements based on analysis of user, policy, regulatory, and resource demands. Plans, implements, upgrades, or monitors security measures for the protection of networks and information. Supports customers in the development and implementation of doctrine and policies. May ensure appropriate security controls are in place that will safeguard files and vital electronic infrastructure.

May respond to computer security breaches and viruses. May supervise others.

IT Subject Matter Expert 1

Functional Responsibility:

Provides skilled technical and functional expertise on advanced and state‐of‐the‐art methods, theories, and techniques required in planning, design, development and implementation of complex systems. Assesses user needs to determine technical, programmatic, and functional requirements. Determines appropriate implementation strategies. Plans, directs, or coordinates activities in such fields as electronic data processing, information systems, systems analysis, and computer programming.

Functions as a technical expert across project assignments. May supervise others.

IT Subject Matter Expert 2 Minimum Experience: Seven (7) years of experience Functional Responsibility:

Provides highly skilled technical and functional expertise on advanced and state‐of‐the‐ art methods, theories, and techniques required in the planning, design, development and implementation of complex, large-scale systems. Oversees staff and provides expert advice on implementation strategies. Plans, directs, or coordinates activities in such fields as electronic data processing, information systems, systems analysis, and computer programming. Provides technical leadership on major tasks or technology assignments. Decision-making and knowledge impact overall project implementation.

Network Administrator

Functional Responsibility:

Provides administration – including installation, configuration, and support – of network, web, and/or communication systems, including Local Area Network (LAN) and Wide Area Network (WAN). May administer network security measures. Prepares technical implementation plans that include actions, milestones, timelines, and critical paths required for complete solutions. May assist in network modeling, analysis, planning, and coordination between network and data communications hardware and software.

Monitors network to ensure network availability and may perform necessary maintenance to support network availability. May monitor and test site performance to ensure sites operate correctly and without interruption. May supervise others.

47QTCA19D00CY Page 13

Program Manager Minimum Experience: Eight (8) years of experience Functional Responsibility:

Organizes, directs, and manages all aspects of the development and implementation of assigned projects. Provide overall direction of program activities, taking projects from original concept through final implementation. Defines project scope and objectives.

Develops detailed work plans, schedules, project estimates, resource plans, and status reports. Conducts project meetings and is responsible for project tracking and analysis.

Consults with customer and contractor personnel to formulate and review task plans and deliverables, ensuring conformance with program and project task schedules and costs and contractual obligations. Ensures adherence to quality standards and reviews project deliverables. Manages the integration of vendor tasks and tracks and reviews vendor deliverables. Provides technical and analytical guidance to project team.

Recommends and takes action to direct the analysis and solutions of problems.

Project Manager

Functional Responsibility:

Plans, initiates, and manages information technology (IT) projects. Assists in the definition of project scope and objectives. Assists in the development of detailed work plans, schedules, project estimates, resource plans, and status reports. Serves as liaison between business and technical aspects of projects. Plans project stages and assess business implications for each stage. Conducts project meetings and is responsible for monitoring progress to assure deadlines, standards, and cost targets are met. Ensures adherence to quality standards and reviews project deliverables.

Manages the integration of vendor tasks and tracks and reviews vendor deliverables.

Provides technical and analytical guidance to project team. Recommends and takes action to direct the analysis and solutions of problems. May supervise others.

Quality Assurance Specialist

Functional Responsibility:

Develops and executes test plans to identify problems and their causes. Assists in the development of project Quality Assurance Plan and the implementation of procedures that conform to the requirements of the contract. Provides an independent assessment of how the project's development process is being implemented relative to the defined process and recommends methods to optimize the organization's process.

Minimum Education: Associates Degree

Systems Developer 1

Functional Responsibility:

Under general direction, participates in technical team with design development, coding, testing, and debugging new software or significant enhancements to existing software for client use. Works with technical staff to understand problems with software and develops specifications to resolve them. Analyzes user needs and develop software solutions. Resolves customer complaints and responds to suggestions for improvements and enhancements. Participates in the development of software user manuals. May act as team leader on less complex projects. Assists in training less experienced software development staff. May supervise others.

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Systems Developer 2 Minimum Experience: Six (6) years of experience Functional Responsibility:

Leads development teams and provides highly skilled expertise in researching, designing, developing, coding, testing, and debugging new software or significant enhancements to existing software. Sets operational specifications and formulates and analyzes software requirements. Applies principles and techniques of computer science, engineering, and mathematical analysis. Works with technical staff to understand problems with software and develops specifications to resolve them.

Resolves customer complaints and responds to suggestions for improvements and enhancements. Participates in the development of software user manuals. Provides subject matter expertise and mentors less experienced software development staff.

May supervise others.

Systems Engineer

Functional Responsibility:

Formulates and defines specifications for complex operating software programming applications or modifies/maintains complex existing applications using engineering releases and utilities from the manufacturer. Designs, codes, tests, debugs, and documents programs to solve complex applications problems, system administration issues, or network concerns. Responsible for applications dealing with the overall operating system, such as sophisticated file maintenance routines, large telecommunications networks, computer accounting, and advanced mathematical/ scientific software packages. Performs systems management and integration functions.

Competent to work at this highest technical level on all phases of software systems programming applications. May have responsibility for the evaluation of new and existing software products. May assist other systems programmers to effectively utilize the system’s technical software.

Technical Writer Minimum Experience: One (1) year of experience Functional Responsibility:

Under supervision, writes technical materials, such as articles, reports, brochures, equipment manuals, appendices, or operating and maintenance instructions for a wide variety of uses. May assist in layout work. Coordinates the display of graphics and the production of the document.

Minimum Education: Associates Degree

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**** NOTE: This SIN is limited to professional Health IT Services only. Any non-professional labor categories shall be offered under SIN ANCILLARY only. All non-professional labor categories must be incidental to, and used solely to support Health IT services, and cannot be purchased separately. Software and hardware products are out of scope.

****NOTE: Labor categories under the Special Item Number 54151S Information Technology Professional Services may remain under SIN 54151S unless the labor categories are specific to the Health IT SIN.

Vendor suitability for offering services through the new Health IT SIN must be in accordance with the following laws and standards when applicable to the specific task orders, including but not limited to:

• Health Information Technology for Economic and Clinical Health Act of 2009 (HITECH)

• The Health Insurance Portability and Accountability Act of 1996 (HIPAA)

• National Institute of Standards and Technology (NIST) Federal Information Processing Standards (FIPS) and Special

Publications

• Federal Information Security Management Act (FISMA) of 2002

1. SCOPE

a. The labor categories, prices, terms and conditions stated under Special Item Number 54151HEAL, Health Information Technology Services, apply exclusively to Health IT Services within the scope of this Information Technology Schedule.

b. This SIN is limited to Health IT Services only. Software and hardware products are out of scope. Hardware and software can be acquired through different Special Item Numbers on IT Schedule 70.

c. This SIN provides ordering activities with access to Health IT services.

d. Health IT Services provided under this SIN shall comply with all Healthcare certifications and industry standards as applicable at the task order level.

e. The Contractor shall provide services at the Contractor’s facility and/or at the ordering activity location, as agreed to by the Contractor and the ordering activity.

2. ORDER

a. Agencies may use written orders, Electronic Data Interchange (EDI) orders, Blanket Purchase Agreements, individual purchase orders, or task orders for ordering services under this contract. Blanket Purchase Agreements shall not extend beyond the end of the contract period; all services and delivery shall be made and the contract terms and conditions shall continue in effect until the completion of the order. Orders for tasks which extend beyond the fiscal year for which funds are available shall include FAR 52.232-19 (Deviation – May 2003) Availability of Funds for the Next Fiscal Year. The purchase order shall specify the availability of funds and the period for which funds are available.

b. All task orders are subject to the terms and conditions of the contract. In the event of conflict between a task order and the contract, the contract will take precedence.

3. PERFORMANCE OF SERVICES

a. The Contractor shall commence performance of services on the date agreed to by the Contractor and the ordering activity. All Contracts will be fully funded.

b. The Contractor agrees to render services only during normal working hours, unless otherwise agreed to by the Contractor and the ordering activity.

c. The ordering activity should include the criteria for satisfactory completion for each task in the Statement of Work or Delivery Order. Services shall be completed in a good and workmanlike manner.

d. Any Contractor travel required in the performance of Health IT Services must comply with the Federal Travel Regulation or Joint Travel Regulations, as applicable, in effect on the date(s) the travel is performed.

Established Federal Government per diem rates will apply to all Contractor travel. Contractors cannot use GSA city pair contracts. All travel will be agreed upon with the client prior to the Contractor’s travel.

4. INSPECTION OF SERVICES

TERMS AND CONDITIONS APPLICABLE TO HEALTH INFORMATION TECHNOLOGY (IT)

SERVICES (SPECIAL ITEM NUMBER 54151HEAL)

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In accordance 552.212-4 Contract Terms and Conditions–Commercial Items (JAN 2017) (Deviation – FEB 2007) (Deviation - FEB 2018) for Firm-Fixed Price orders; or GSAR 552.212-4 Contract Terms and Conditions–Commercial Items (JAN 2017) (Deviation - FEB 2018) (Alternate I - JAN 2017) (Deviation - FEB 2007) for Time-and-Materials and Labor-Hour Contracts orders placed under this contract.

5. RESPONSIBILITIES OF THE CONTRACTOR

The Contractor shall comply with all laws, ordinances, and regulations (Federal, State, City, or otherwise) covering work of this character. If the end product of a task order is software, then FAR 52.227-14 (Dec 2007) Rights in Data – General, may apply.

6. RESPONSIBILITIES OF THE ORDERING ACTIVITY

Subject to security regulations, the ordering activity shall permit Contractor access to all facilities necessary to perform the requisite Health IT Services.

7. INDEPENDENT CONTRACTOR

All Health IT Services performed by the Contractor under the terms of this contract shall be as an independent Contractor, and not as an agent or employee of the ordering activity.

8. ORGANIZATIONAL CONFLICTS OF INTEREST

a. Definitions.

“Contractor” means the person, firm, unincorporated association, joint venture, partnership, or corporation that is a party to this contract.

“Contractor and its affiliates” and “Contractor or its affiliates” refers to the Contractor, its chief executives, directors, officers, subsidiaries, affiliates, subcontractors at any tier, and consultants and any joint venture involving the Contractor, any entity into or with which the Contractor subsequently merges or affiliates, or any other successor or assignee of the Contractor.

An “Organizational conflict of interest” exists when the nature of the work to be performed under a proposed ordering activity contract, without some restriction on ordering activities by the Contractor and its affiliates, may either (i) result in an unfair competitive advantage to the Contractor or its affiliates or (ii) impair the Contractor’s or its affiliates’ objectivity in performing contract work.

b. To avoid an organizational or financial conflict of interest and to avoid prejudicing the best interests of the ordering activity, ordering activities may place restrictions on the Contractors, its affiliates, chief executives, directors, subsidiaries and subcontractors at any tier when placing orders against schedule contracts. Such restrictions shall be consistent with FAR 9.505 and shall be designed to avoid, neutralize, or mitigate organizational conflicts of interest that might otherwise exist in situations related to individual orders placed against the schedule contract. Examples of situations, which may require restrictions, are provided at FAR 9.508.

9. INVOICES

The Contractor, upon completion of the work ordered, shall submit invoices for Health IT Professional services. Progress payments may be authorized by the ordering activity on individual orders if appropriate. Progress payments shall be based upon completion of defined milestones or interim products. Invoices shall be submitted monthly for recurring services performed during the preceding month.

10. RESUMES

Resumes shall be provided to the GSA Contracting Officer or the user ordering activity upon request.

11. INCIDENTAL SUPPORT COSTS

Incidental support costs are not considered part of the scope of this contract. The costs will be negotiated separately with the ordering activity in accordance with the guidelines set forth in the FAR.

12. APPROVAL OF SUBCONTRACTS

The ordering activity may require that the Contractor receive, from the ordering activity's Contracting Officer, written consent before placing any subcontract for furnishing any of the work called for in a task order.

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13. DESCRIPTION OF HEALTH IT SERVICES AND PRICING

a. The Contractor shall provide a description of each type of Health IT Service offered under Special Item

Number 54151HEAL, Health IT Services, and it should be presented in the same manner as the Contractor sells to its commercial and other ordering activity customers. If the Contractor is proposing hourly rates, a description of all corresponding commercial job titles (labor categories) for those individuals who will perform the service should be provided.

b. Pricing for all Health IT Services shall be in accordance with the Contractor’s customary commercial practices; e.g., hourly rates, monthly rates, term rates, and/or fixed prices, minimum general experience and minimum education.

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Octo Metric LLC incorporates the following education and experience substitutions, which are a part of its standard commercial practices:

Education and Experience Substitution Methodology:

High School Diploma + 4 years additional experience Bachelors Degree

Associates Degree + 2 years additional experience Bachelors Degree + 2 years additional experience Masters Degree Masters Degree + 3 years additional experience

Ph.D.

Bachelors Degree + 5 years additional experience

Education Substitution Methodology:

• A Ph.D. may be substituted for three (3) years of required experience for positions requiring a Masters Degree or five (5) years with positions requiring a Bachelors Degree.

• A Masters Degree may be substituted for two (2) years of required experience with positions requiring a

Bachelors Degree.

• A Bachelors Degree may be substituted for four (4) years…