MAS - Actualize Consulting, LLC - 47QTCA20D00F3

General Services Administration Federal Supply Service

Authorized Federal Supply Schedule Price List

Schedule Title: Multiple Award Schedule (MAS)

FSC Group:

Federal Supply Schedule 70 – General Purpose Commercial Information Technology Equipment, Software, and Services

Administrative Management and General Management Consulting Services

FSC Class(es)/ Product Code(s):

NAICS CODES

511199 511210 541511 541512 541690

541519 541611 541612 541618 541990

PSC CODES

R408 7030 R431 D307

AJ96 R799 D318 D306

Contract Number: 47QTCA20D00F3

Contract Period: 9/17/2025 – 9/16/2030

Company: Actualize Consulting, LLC 1252 Center Harbor Place Reston, VA 20194 Phone number: 703-727-2356 Fax: 208-694-7170

Website: https://www.actualizeconsulting.com/

Contract Administrator: Kerry Elam, COO 1252 Center Harbor Place Reston, VA 20194

Phone number: 703-727-2356 Fax: 208-694-7170

E-Mail: kelam@actualizeconsulting.com

Business Size: Small Business https://www.actualizeconsulting.com/

CUSTOMER INFORMATION

1a TABLE OF AWARDED SPECIAL ITEM NUMBERS (SINs)

SIN DESCRIPTION

54151S Information Technology Professional Services

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

1b LOWEST PRICED MODEL NUMBER AND PRICE FOR EACH SIN:

(Government net price based on a unit of one)

1c HOURLY RATES (Services only):

SIN LABOR

CATEGORY

Year 6 9/17/2025 – 9/16/2026

Year 7 9/17/2026 – 9/16/2027

Year 8 9/17/2027 – 9/16/2028

Year 9 9/17/2028 – 9/16/2029

Year 10 9/17/2029 – 9/16/2030

54151S Analyst Junior

$144.78 $148.39 $152.10 $155.90 $159.80

54151S Analyst Mid-level

$166.43 $170.59 $174.85 $179.22 $183.71

54151S Analyst Senior

$179.56 $184.05 $188.65 $193.37 $198.21

54151S Associate Analyst

$139.07 $142.55 $146.12 $149.77 $153.52

54151S Consultant Junior

$139.07 $142.55 $146.12 $149.77 $153.52

54151S Consultant Mid-level

$166.99 $171.16 $175.45 $179.83 $184.32

54151S Consultant Senior

$180.11 $184.61 $189.23 $193.96 $198.81

54151S Program Director

$334.03 $342.38 $350.94 $359.72 $368.72

54151S Project Manager Junior

$180.68 $185.19 $189.82 $194.57 $199.44

54151S Project Manager Mid-level

$189.23 $193.96 $198.81 $203.78 $208.88

54151S Project Manager Senior

$217.16 $222.59 $228.15 $233.85 $239.70

54151S Program Manager Senior

$216.59 $222.01 $227.56 $233.25 $239.08

54151S Program Manager Junior

$189.23 $193.96 $198.81 $203.78 $208.88

54151S Program Manager Mid-Level

$208.32 $213.53 $218.87 $224.34 $229.95

54151S Subject Matter Expert Mid-Level

$222.01 $227.56 $233.25 $239.08 $245.06

54151S Subject Matter Expert Senior

$239.40 $245.38 $251.52 $257.80 $264.25

54151S Technical Writer

$129.39 $132.62 $135.94 $139.34 $142.82

SIN LABOR

CATEGORY

Year 6 9/17/2025 – 9/16/2026

Year 7 9/17/2026 – 9/16/2027

Year 8 9/17/2027 – 9/16/2028

Year 9 9/17/2028 – 9/16/2029

Year 10 9/17/2029 – 9/16/2030

541611 Consultant $152.76 $156.57 $160.49 $164.50 $168.61

541611 Entry Level Consultant

$66.12 $67.77 $69.46 $71.19 $72.98

541611 Junior Consultant

$128.13 $131.34 $134.62 $137.98 $141.43

541611 Manager $200.63 $205.65 $210.79 $216.06 $221.46

541611 Organizational Consultant Mid- Level

$166.43 $170.59 $174.85 $179.22 $183.71

541611 Organizational Consultant Senior

$222.30 $227.86 $233.55 $239.40 $245.38

541611 Partner $281.58 $288.62 $295.84 $303.23 $310.81

541611 Senior Consultant

$178.40 $182.86 $187.44 $192.12 $196.93

541611 Senior Manager

$210.33 $215.59 $220.98 $226.50 $232.16

541611 Subject Matter Expert Junior

$200.63 $205.65 $210.79 $216.06 $221.46

541611 Subject Matter Expert Mid- Level

$211.18 $216.46 $221.87 $227.43 $233.11

541611 Subject Matter Expert Senior

$230.28 $236.03 $241.93 $247.98 $254.18

Labor Categories (Responsibilities & Requirements) The labor categories including their functional responsibilities, minimum educational/degree requirements, and any applicable training can be viewed HERE. (page 6)

2. Maximum order: $500,000.00 USD

3. Minimum order: $100.00 USD

4. Geographic coverage (delivery area): Domestic and Worldwide

5. Point(s) of production: N/A

6. Discount from list prices or statement of net price: GSA Net Prices are shown on the attached GSA Pricelist. Negotiated discount has been applied.

7. Quantity discounts: None

8. Prompt payment terms: 0%, net 30 days

9. Foreign items: None

10a. Time of delivery: To be negotiated at the task order level

10b. Expedited delivery: To be negotiated at the task order level

10c. Overnight and 2-day delivery: To be negotiated at the task order level

10d. Urgent Requirements: Agencies can contact the Contractor’s representative to affect a faster delivery. Customers are encouraged to contact the contractor for the purpose of requesting accelerated delivery.

10. F.O.B point(s): Destination

12a. Ordering address(es): Same as Contractor

12b. Ordering procedures: Ordering activities shall use the ordering procedures described in Federal Acquisition Regulation 8.405-3 when placing an order or establishing a BPA for supplies or services. The ordering procedures, information on Blanket Purchase Agreements (BPA’s) and a sample BPA can be found at the GSA/FSS Schedule Homepage (fss.gsa.gov/schedules).

13. Payment address(es): Same as contractor

14. Warranty provision: Not Applicable

15. Export packing charges: Not Applicable

16. Terms and conditions of rental, maintenance, and repair: Not Applicable

17. Terms and conditions of installation: Not Applicable

18a. Terms and conditions of repair parts: Not Applicable

18b. Terms and conditions for any other services: Not Applicable

19. List of service and distribution points: Not Applicable

20. List of participating dealers: Not Applicable

21. Preventive maintenance: Not Applicable

22a. Special attributes: Not Applicable

22b. Section 508 compliance: Not Applicable

23. Unique Entity Identifier (UEI) number: JC9NN2CNV4J7

24. Notification regarding registration in System for Award Management (SAM) database: Registered, and Registration valid to March 14, 2026

Labor Categories (Responsibilities & Requirements)

SIN Commercial Job Title

Description/Functional Responsibility Minimum Education

Minimum Years

54151S Associate Analyst

The Associate Analyst is responsible for providing information technology consulting solutions. The analyst communicates and translates requirements effectively between parties. Determines and documents the impact of change and suggests policy, goal, and rule changes. Plans and conducts the analysis of business problems to be solved with automated IT systems. Decomposes high level business requirements into systems use cases. Identifies, evaluates, and develops functional requirements and specifications.

Performs continuous reviews to align processes with changing conditions.

This position is qualified to perform tasks such as

• Document an organization’s current business process flows

• Design, code, and test functional components of information systems according to project specifications

• Identify and document functional requirements for information systems

• Develop project documentation and user training materials according to program specifications

• Conduct user training sessions

• Prepare communications plans

• Produce database extracts

• Provide technical support to software development teams

• Perform program management support tasks, such as status reporting and work plan maintenance

The Associate Analyst performs more routine aspects of the position and is supervised by higher levels.

Bachelor's degree in Computer Science, Information Systems, Business or Business-related field or other relevant area.

Experience may be substituted for degree requirements.

54151S Analyst Junior

The Analyst Junior works directly with internal customers to understand the environment and information technology needs. Identifies relevant design, process and specification issues and then documents and translates these requirements. Plans and conducts the analysis of business problems to be solved with automated IT systems. Decomposes high level business requirements into systems use cases. Identifies, evaluates, and develops functional requirements and specifications.

The Analyst Junior uses available computer

Bachelor's degree in Computer Science, Information Systems, Business or Business-related field or other relevant area.

Experience may be substituted for degree

Description/Functional Responsibility Minimum Education

Minimum Years systems resources and personnel to carry out analysis to support management's quest for performance improvement to determine the most useful solutions.

They are qualified to perform tasks such as

• Document an organization’s current business process flows

• Design, code, and test functional components of information systems according to project specifications

• Identify and document functional requirements for information systems

• Develop project documentation and user training materials according to program specifications

• Conduct user training sessions

• Prepare communications plans

• Produce database extracts

• Provide technical support to software development teams

• Perform program management support tasks, such as status reporting and work plan maintenance

The Analyst Junior performs more routine aspects of the position and is supervised by higher levels.

requirements.

54151S Analyst Mid-level

The Analyst Mid-Level works directly with internal customers to understand the business environment and information technology needs. Identifies relevant design, process and specification issues and then mentors/assists lower levels to document and translate these business requirements. Plans and conducts the analysis of business problems to be solved with automated IT systems.

Decomposes high level business requirements into systems use cases.

Identifies, evaluates, and develops functional requirements and specifications. The Analyst Mid-Level uses available computer systems resources and personnel to carry out analysis to support management's quest for performance improvement to determine the most useful business solution. A Mid-Level Analyst is directed to exercise core skills on projects or may direct small teams. The Analyst Mid-Level performs fewer complex aspects versus an Analyst Senior.

Bachelor's degree in Computer Science, Information Systems, Business or Business-related field or other relevant area.

Experience may be substituted for degree requirements.

54151S Analyst Senior

The Analyst Senior works directly with internal customers to understand the business environment and information technology

Bachelor's degree in Computer Science, Description/Functional Responsibility Minimum Education

Minimum Years needs. Analyst Senior is competent in subject matter and concepts and may lead individuals and/or direct small teams assisting in the work. Plans and conducts the analysis of business problems to be solved with automated IT systems. Decomposes high level business requirements into systems use cases. Identifies, evaluates, and develops functional requirements and specifications.

They are qualified to perform tasks such as

• Document an organization’s current business process flows

• Design, code, and test functional components of information systems according to project specifications

• Identify and document functional requirements for information systems

• Develop project documentation and user training materials according to program specifications

• Conduct user training sessions

• Prepare communications plans

• Produce database extracts

• Provide technical support to software development teams

• Perform program management support tasks, such as status reporting and work plan maintenance

Identifies relevant design, process and specification issues and then mentors/assists lower levels to document and translate these business requirements. The Analyst Senior uses available computer systems resources and personnel to carry out analysis to support management's quest for performance improvement to determine the most useful business solution.

Information Systems, Business or Business-related field or other relevant area.

Experience may be substituted for degree requirements.

54151S Program Manager Junior

The Program Manager Junior organizes, directs, and coordinates planning and production of projects and contract support activities for information technology projects.

Makes recommendations for decisions for approval of systems implementations. Plan, conduct and direct the analysis of business problems to be solved with automated IT systems programs.

Interfaces with government managers including the CO and the Contracting Officer's Technical Representative (COTR). Ensures conformance to task specifications and contract provisions.

Bachelor's degree in Computer Science, Information Systems, Business or other relevant area.

Experience may be substituted for degree requirements.

Description/Functional Responsibility Minimum Education

Minimum Years

The Program Manager Junior assures work streams are coordinated into the final client deliverables, ensuring timely completion and quality. Monitors and reports on project scope, schedule, and budget. Participates in the preparation and presentation of project progress and issues which may arise for their specific project stream. Directs completion of tasks within estimated timeframes and budget constraints. Schedules and assigns duties to team members.

The Program Manager Junior performs more routine aspects of the position and is supervised by higher levels.

54151S Program Manager Mid- Level

The Program Manager Mid-Level serves as the project manager for an information technology task order (or a group of task orders affecting the same common/standard/migration system) and works with the government CO, the contract level COR, the task order level COR(s), government management personnel and customer agency representatives. Makes recommendations for decisions for approval of systems implementations. Plan, conduct and direct the analysis of business problems to be solved with automated IT systems programs.

Manages substantial program/technical support operations involving multiple business, IT and/or data projects/task orders and personnel at diverse locations.

Organizes, directs, and coordinates planning and execution of all program support activities. Simultaneously plans and manages the transition of several highly technical project work streams and/or business processes. Participates in the preparation and presentation of project progress (i.e., scope, schedule, budget) and issues which may arise for their specific project stream. Directs completion of tasks within estimated timeframes and budget constraints.

The Program Manager Mid-Level performs more varied and difficult tasks compared to Program Manager Junior yet has less autonomy than a Program Manager Senior.

Bachelor's degree in Computer Science, Information Systems, Business or Business-related field or other relevant area.

Experience may be substituted for degree requirements.

54151S Program Manager Senior

The Program Manager Senior has overall accountability for program and serves as the contractor's contract manager and is the

Bachelor's degree in Computer Science, Description/Functional Responsibility Minimum Education

Minimum Years contractor's authorized interface with the government CO, the COR, government management personnel, and customer agency representatives for information technology projects. Makes recommendations for decisions for approval of systems implementations. Plan, conduct and direct the analysis of business problems to be solved with automated IT systems programs.

Responsible for product delivery, formulating and enforcing work standards, supervising contractor personnel, and communicating policies, purposes, and goals of the organization to team members for information technology projects. The Program Manager Senior performs independent quality assurance reviews of program performance and deliverables. Lends thought leadership to engagement teams in developing creative solutions to client business problems.

Information Systems, Business or Business-related field or other relevant area.

Experience may be substituted for degree requirements.

54151S Project Manager Junior

The Project Manager Junior plans and directs small to medium size information technology projects, involving all aspects of resources management, project communications and compliance with agency policies, procedures, and guidelines. Makes recommendations for decisions for approval of systems implementations. Plan, conduct and direct the analysis of business problems to be solved with automated IT systems.

Interfaces with Government management personnel, including the CO and COTR.

Assists the Program Manager and/or Project Executive in working with the Government CO, the contract level COR, the task order level COR(s), government management personnel, and customer agency representatives. Participates in the preparation and presentation of project progress (i.e., scope, schedule, budget) and issues which may arise for their specific project stream. Makes recommendations for decisions for approval of systems implementations. Plan, conduct and direct the analysis of business problems to be solved with automated IT systems. The Project Manager Junior manages fewer complex projects than the mid- and senior project managers.

Bachelor's degree in Computer Science, Information Systems, Business or Business-related field or other relevant area.

Experience may be substituted for

54151S Project Manager Mid-

The Project Manager Mid-Level plans and directs medium-to-large size information

Bachelor's degree in Computer

Description/Functional Responsibility Minimum Education

Minimum Years level technology projects, involving all aspects of resources management, project communications and compliance with agency policies, procedures, and guidelines. Makes recommendations for decisions for approval of systems implementations. Plan, conduct and direct the analysis of business problems to be solved with automated IT systems. The Project interfaces with Government management personnel, including the CO and COTR. Assists the Program Manager and/or Project Executive in working with the Government CO, the contract level COR, the task order level COR(s), government management personnel, and customer agency representatives. The Project Manager Mid-level manages fewer complex projects than the senior project manager.

Science, Information Systems, Business or Business-related field or other relevant area.

Experience may be substituted for

Project Manager Senior

The Project Manager Senior plans and directs medium to large size information technology projects, involving all aspects of resource management, project communications and compliance with agency policies, procedures and guidelines. The Project Manager Senior could have other project managers as direct reports. Makes decisions for approval of systems implementations. Plan, conduct and direct the analysis of business problems to be solved with automated IT systems. Provide administrative and technical direction for personnel performing software development tasks. Ensures problem solution and user satisfaction. Prepares milestone status reports and deliveries on the system concept to colleagues, subordinates, and end users.

The Project Manager interfaces with Government management personnel, including the CO and COTR. Assists the Program Manager and/or Project Executive in working with the Government CO, the contract level COR, the task order level COR(s), government management personnel, and customer agency representatives. Manages project deliverables in accordance agency project management lifecycle.

Bachelor's degree in Computer Science, Information Systems, Business or Business-related field or other relevant area.

Experience may be substituted for degree requirements.

54151S Subject Matter Expert Mid-level

The Subject Matter Expert Mid-Level has industry experience in the relevant subject matter and is responsible for analyzing user needs to determine functional and/or technical requirements and develop plans and requirements in the subject matter area for information technology projects. This

Bachelor's degree in Computer Science, Information Systems, Business or Business-related

Description/Functional Responsibility Minimum Education

Minimum Years individual use information technology and/or industry expertise in fulfilling the interpreted customer specification. This position will be responsible for analyzing user needs to determine functional requirements and define problems and develop plans and requirements in the subject matter area for moderately complex to complex systems related to information systems architecture, automation, risk management/electronic analysis, software, lifecycle management, software development methodologies, and modeling and simulation. Performs functional allocation to identify required tasks and their interrelationships. Possesses requisite knowledge and expertise so recognized in the professional community that the government can qualify the individual as an expert in the field for an actual task order.

The Subject Matter Expert Mid-Level performs fewer complex aspects versus a Subject Matter Expert Senior.

field or other relevant area.

Experience may be substituted for degree requirements.

54151S Subject Matter Expert Senior

The Subject Matter Expert Senior is a high degree of industry experience in information technology and is responsible for analyzing user needs to determine functional and/or technical requirements and develop plans and requirements for moderately to very complex IT projects. This individual will use information technology expertise coupled with industry expertise in fulfilling the interpreted customer specification.

This consultant will be responsible for analyzing user needs to determine functional requirements and define problems and develop plans and requirements in the subject matter area for moderately complex to complex systems related to information systems architecture, automation, risk management/electronic analysis, software, lifecycle management, software development methodologies, and modeling and simulation.

Performs functional allocation to identify required tasks and their interrelationships.

Identifies resources required for each task.

Possesses requisite knowledge and expertise so recognized in the professional community that the government can qualify the individual as an expert in the field for an actual task order. Demonstrates exceptional oral and written communication skills.

Bachelor's degree in Computer Science, Information Systems, Business or Business-related field or other relevant area.

Experience may be substituted for degree

Description/Functional Responsibility Minimum Education

Minimum Years

54151S Consultant Junior

The Consultant Junior applies their skills in such areas as systems development, knowledge of business processes, data transformation and technical background to implement information technology projects.

For example, the Consultant Junior applies structured problem-solving to identify root cause and can conduct process mapping to identify critical process steps and non-value-added activities. Consultant Junior apply their skills in such areas as systems development, knowledge of business processes, technical background, or supervisory capacity to implement business solutions. For example, Consultants may perform tasks such as

• Develop functional and technical information system designs

• Supervise business integration analysts in the development of software designs, computer programming, system testing or training curricula

• Lead business process redesign teams in the development of new business process architectures

• Design training programs for information systems users

• Perform workflow analyses

• Design and manage databases

• Define information systems requirements

Consultant Juniors are typically experienced at transforming data and work products into client-impacting deliverables and skilled at data collection, analysis, and presentation.

Often participates in presentation of project deliverables for information technology projects

The Consultant Junior performs less varied and less difficult tasks compared to the other consultant positions.

Bachelor's degree in Computer Science, Information Systems, Business or Business-related field or other relevant area.

Experience may be substituted for degree requirements.

54151S Consultant Mid-level

The Consultant Mid-Level applies their skills in such areas as systems development, knowledge of business processes, data transformation and technical background or supervisory capacity to implement information technology projects.

Consultants may perform tasks such as

• Develop functional and technical information system designs

• Supervise business integration analysts in the development of software designs, Bachelor's degree in Computer Science, Information Systems, Business or Business-related field or other relevant area.

Experience may be substituted for

Description/Functional Responsibility Minimum Education

Minimum Years computer programming, system testing or training curricula

• Lead business process redesign teams in the development of new business process architectures

• Design training programs for information systems users

• Participate in quality reviews to ensure work complies with specified standards

• Develop team work plans

• Perform workflow analyses

• Design and manage databases

• Define information systems requirements

• Assist in project budget preparation

Consultant Mid-levels are typically experienced at transforming data and work products into client-impacting deliverables and skilled at data collection, analysis, and presentation. Often participates in presentation of project deliverables. The Consultant Mid-Levels may lead business process redesign teams and supervise other technical and business team members. The Consultant Mid-Level performs more varied and difficult tasks compared to the Junior position yet has less autonomy than Senior position.

requirements.

54151S Consultant Senior

The Consultant Senior applies their skills in such areas as systems development, knowledge of business processes, data transformation and technical background or supervisory capacity to implement information technology projects. For example, the Consultant Senior applies structured problem-solving to identify root cause and conduct process mapping to identify critical process steps and non-value-added activities.

Consultants may perform tasks such as

• Develop functional and technical information system designs

• Supervise business integration analysts in the development of software designs, computer programming, system testing or training curricula

• Lead business process redesign teams in the development of new business process architectures

• Design training programs for information systems users

• Participate in quality reviews to ensure work complies with specified standards

• Develop team work plans

Bachelor's degree in Computer Science, Information Systems, Business or Business-related field or other relevant area.

Experience may be substituted for degree

Description/Functional Responsibility Minimum Education

Minimum Years

• Perform workflow analyses

• Design and manage databases

• Define information systems requirements

• Assist in project budget preparation

Consultants are typically experienced at transforming data and work products into client-impacting deliverables and skilled at data collection, analysis, and presentation.

Often participates in presentation of project deliverables for information technology projects. The Consultant Senior may lead business process redesign teams and supervise other technical and business team members. The Consultant Senior are competent in information technology and concepts and may lead and/or manage individuals assisting in the work.

54151S Technical Writer

The Technical Writer writes and updates material for automated IT systems such as reports, manuals, briefs, proposals, instruction books, standards and procedures, catalogs, and related technical and administrative publications concerned with work methods and procedures, and installation, operation, and maintenance for information technology projects.

Bachelor's degree in Computer Science, Information Systems, Business or Business-related field or other relevant area.

Experience may be substituted for degree requirements.

54151S Program Director

Responsible for interfacing with the highest-level government sponsor for Information Technology initiatives. Manages the overall IT effort and is responsible for the success the effort including scope, schedule, and quality.

The Director is accountable for IT program deliverables in terms of completeness, quality, and timely completion of those activities across multiple project workstreams which support interim and final program deliverables. Contributes personal content and experience throughout the project.

Attends and participates in GSA meetings to provide and present project updates and address any issues which may arise. Has a full understanding of all IT projects associated with the assigned engagement and client expectations. Typically manages multiple IT program and project managers, lead architects, and other technical leadership.

Participates in industry IT groups and associations, as necessary. Superior oral and

Bachelor's degree in Computer Science, Information Systems, Business or Business-related field or other relevant area.

Experience may be substituted for degree

Description/Functional Responsibility Minimum Education

Minimum Years written communication skills. Proven leadership skills (through direct and indirect influence). Understanding of trends in the IT industry and federal marketplace.

541611 Entry Level Consultant

The Entry Level Consultant documents information and assembles documents from primary or secondary sources and compiles data into basic work products such as meeting minutes. Works under the close direction of more senior team members. Has analytical and problem-solving skills, and oral and written communication.

Bachelor's degree or other relevant area. Experience may be substituted for degree requirements.

541611 Junior Consultant

The Junior Consultant gathers raw data from primary or secondary sources and compiles data into work products. Works under the direction of more senior team members. Has analytical and problem-solving skills, and oral and written communication.

Bachelor's degree or other relevant area. Experience may be substituted for degree requirements.

541611 Consultant The Consultant gathers raw data from primary or secondary sources and compiles data into work products. Is able to collect, analyze and display data in useful products to aid in the identification of root causes, problems or issues as they relate to project deliverables.

Can expertly describe outcomes and articulate results. Has strong analytical and problem-solving skills, strong oral and written communication, ability to work independently and ability to multitask.

Bachelor's degree or other relevant area Experience may be substituted for degree requirements.

541611 Senior Consultant

The Senior Consultant is responsible for managing a stream of work, including managing client expectations for that stream.

Highly skilled at data collection, analysis and presentation. Is able to apply structured problem-solving to identify root cause within that value stream and can conduct process mapping to identify critical process steps and non-value-added activity. Works with the Manager to assure all work streams are coordinated into the final client deliverables.

Has experience with specialized knowledge in the financial services industry. Strong analytical and problem-solving skills, strong oral and written communication, ability to work independently and ability to multitask.

Bachelor's degree or other relevant area. Experience may be substituted for degree requirements.

541611 Subject Matter Expert Junior

The SME Junior expertise is relevant to a specific aspect of the assignment and whose presence enriches the content of the project deliverables. Resource possesses strong proficiency with the appropriate area of expertise needed for the project, excellent planning skills using industry planning applications, attention to detail, strong

Bachelor's degree or other relevant area.

Experience may be substituted for degree

Description/Functional Responsibility Minimum Education

Minimum Years communication, negotiation and relationship building skills, ability to resolve issues.

Resource whose expertise is relevant to a specific aspect of the assignment and whose presence enriches the content of the project deliverables. The mid-level position performs less varied and difficult tasks compared to senior level position.

541611 Organizational Consultant Junior

The Organizational Consultant Mid-Level position is responsible for creating and delivering long and short-term organization strategies, working with leaders to strengthen the alignment between business priorities and organizational strategy, and building systems for effective communications and change management for systems development projects. Using a proactive and organized approach and leveraging excellent communication skills and tools (i.e., seminars, workshops, technologies etc.), this position works across teams to help manage and execute on key projects and priorities, both small and medium.

The Mid-Level position performs less varied and difficult tasks compared to Senior Level position.

Bachelor's degree or other relevant area. Experience may be substituted for degree requirements.

541611 Manager The Manager position has experience in financial services improving business functions through understanding the interdependent processes and structures.

Demonstrated ability to manage numerous complex and time critical client activities simultaneously.

Bachelor's degree or other relevant area.

Experience may be substituted for degree requirements.

541611 Subject Matter Expert Mid- Level

The SME Mid-level resource has expertise relevant to a specific aspect of the assignment and whose presence enriches the content of the project deliverables. Resource possesses strong proficiency with the appropriate area of expertise needed for the project, excellent planning skills using industry planning applications, attention to detail, strong communication, negotiation and relationship building skills, ability to resolve issues.

Resource whose expertise is relevant to a specific aspect of the assignment and whose presence enriches the content of the project deliverables. The SME Mid-level position performs more varied and difficult tasks compared to Junior Level position but less complex than the Senior position.

Bachelor's degree or other relevant area.

Experience may be substituted for degree

Description/Functional Responsibility Minimum Education

Minimum Years

541611 Senior Manager

The Senior Manager has experience with specialized knowledge in the financial services industry. Specialized experience required includes complete program development from inception to deployment and the demonstrated ability to provide guidance and direction in multiple tasks across several functional areas. Possesses domain expertise in one or more specific areas. Contributes personal content and experience throughout the project. Is expected to attend and participate in client meetings to provide and present project updates and address any issues which may arise. Is expected to have a full understanding of all projects associated with the assigned engagement.

Bachelor's degree or other relevant area.

Experience may be substituted for degree requirements.

541611 Organizational Consultant Senior

The Organizational Consultant Senior position is responsible for creating and delivering long and short-term organization development strategies, working with leaders to strengthen the alignment between business priorities and organizational strategy, and building systems for effective communications, culture and change management for systems development projects. Using a proactive and organized approach and leveraging excellent communication skills and tools (i.e., seminars, workshops, technologies etc.), this position works across teams to help manage and execute on key projects and priorities, both large and medium.

The Senior position performs more varied and difficult tasks compared to mid-level position.

Bachelor's degree or other relevant area.

master’s in organizational development or other relevant area. Experience may be substituted for degree requirements.

541611 Subject Matter Expert Senior

The Subject Matter Expert Senior has experience specific to the financial services industry. Specific domain expertise in general subject matter. Industry expert. The SME Senior resource has expertise relevant to a specific aspect of the assignment and whose presence enriches the content of the project deliverables. Resource possesses expert proficiency with the appropriate area of expertise needed for the project, excellent planning skills using industry planning applications, attention to detail, strong communication, negotiation and relationship building skills, ability to resolve issues. The SME Senior position performs more varied and difficult tasks compared to Junior and Mid-Level positions.

Bachelor's degree or other relevant area.

Experience may be substituted for degree

Description/Functional Responsibility Minimum Education

Minimum Years

541611 Partner The Partner is accountable for program deliverables in terms of completeness, quality and timely completion of those activities across multiple projects which support interim and final program deliverables. Contributes personal content and experience throughout the project. Is expected to attend and participate in client meetings to provide and present project updates and address any issues which may arise. Is expected to have a full understanding of all projects associated with the assigned engagement.

The Partner has experience improving business functions through understanding the interdependent processes and structures required to process complex financial instruments and implement the appropriate financial systems. Proven expertise in the management and control of funds and resources and demonstrated capability in managing complex multi-task contracts.

Industry expert.

Bachelor's degree or other relevant area.

Experience may be substituted for degree

Labor Category Substitutions

Education Substitutions for Labor Categories

Degree Experience Equivalent

Associates Two years’ experience

Bachelors Associates or Technical degree plus two years’ experience

Masters Bachelor’s degree plus two years of experience, or Associates degree plus four years’ experience

PhD/Doctorate Master’s degree plus two years’ experience or Bachelor’s degree plus four years’ experience or Associates degree plus six years’ experience

The years of experience substituted may be used to satisfy education requirements.

Completion of higher education which has not yet resulted in a degree may be counted as one-for-one years of experience for each year of higher education and may be used to satisfy educational requirements. Military duty or training may be substituted.

Experience Substitutions for Labor Categories:

Advanced Degree Equal-To Years of Experience

Masters Two years

PhD/Doctorate Four years

May be used to satisfy experience requirements when the minimum education requirements are met.