MAS - Sage Analysis Group, Inc. - 47QTCA21D0058

GENERAL SERVICES ADMINISTRATION

Authorized Federal Supply Schedule Pricelist

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.

SCHEDULE NUMBER MAS

SCHEDULE NAME MULTIPLE AWARD SCHEDULE

LARGE CATEGORY INFORMATION TECHNOLOGY

PROFESSIONAL SERVICES

SUBCATEGORY IT SOFTWARE

BUSINESS ADMINISTRATION

TECHNICAL AND ENGINEERING SERVICES (NON-IT)

SPECIAL ITEM NUMBER 511210 Software Licenses (Perpetual Software) 541611 Management and Financial Consulting, Acquisition and Grants Management Support, and Business Program and Project Management Services 541715 Engineering Research and Development and Strategic Planning

FSC/PSC CODES 7030 ADP Software

CONTRACT NUMBER: 47QTCA21D0058

CONTRACT PERIOD: February 11, 2021 – February 10, 2026

PRICELIST CURRENT THROUGH MODIFICATION #0006, MAY 4, 2022

CONTRACTOR: Sage Analysis Group, Inc.

101 Arch Street, Suite 240 Boston, MA 02110-1122 Office: 800-770-3575 Email: contracts@sageanalysis.com Website: https://www.sageanalysis.com

Point of Contact: Ritu Sharma, Partner o: 617-650-1277 / ritu.sharma@sageanalysis.com

Business Size: Small

For more information on ordering from Federal Supply go to this website: www.gsa.gov/schedules mailto:contracts@sageanalysis.com https://www.sageanalysis.com/ mailto:ritu.sharma@sageanalysis.com http://www.gsa.gov/schedules

CUSTOMER INFORMATION:

1a. TABLE OF AWARDED SPECIAL ITEM NUMBERS (SINs)

SIN DESCRIPTION

511210 Software Licenses (Perpetual Software)

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

541715 Engineering Research and Development and Strategic Planning OLM Order-Level Materials

*SINs applicable to participating Initiatives: Cooperative Purchasing and/or Disaster Recovery

1b. LOWEST PRICED MODEL NUMBER AND PRICE FOR EACH SIN: Refer to GSA Price section.

1c. HOURLY RATES (Services only): Refer to GSA Price section.

2. MAXIMUM ORDER*:

SIN

511210 Software Licenses (Perpetual Software)

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

541715 Engineering Research and Development and Strategic Planning

MAXIMUM ORDER

$500,000

$1,000,000.00

$1,000,000.00

NOTE TO ORDERING ACTIVITIES: *If the best value selection places your order over the Maximum Order identified in this catalog/pricelist, you have an opportunity to obtain a better schedule contract price. Before placing your order, contact the aforementioned contactor for a better price. The contractor may (1) offer a new price for this requirement (2) offer the lowest price available under this contract or (3) decline the order. A delivery order that exceeds the maximum order may be placed under the schedule contract in accordance with FAR 8.404.

3. MINIMUM ORDER: $100.00.

4. GEOGRAPHIC COVERAGE: Domestic, or 48 contiguous states and Washington, DC. Sage will offer domestic delivery for the geographic scope of the contract. Domestic delivery within the

48 contiguous states, Alaska, Hawaii, Puerto Rico, Washington, DC, and U.S. territories.

Domestic delivery also includes a port or consolidation point, within the aforementioned areas, for orders received from overseas activities.

5. POINT(S) OF PRODUCTION: N/A

6. DISCOUNT FROM LIST PRICES: Prices herein are net government prices.

7. QUANTITY/VOLUME DISCOUNT(S): 2% for single task orders with an initial value exceeding

$400,000.00

8. PROMPT PAYMENT TERMS: Information for Ordering Offices: Prompt payment terms cannot be negotiated out of the contractual agreement in exchange for other concessions. Net 30 Days

9. FOREIGN ITEMS: N/A

10a. TIME OF DELIVERY: 30 days ARO

10b. EXPEDITED DELIVERY: Negotiable

10c. OVERNIGHT AND 2-DAY DELIVERY: N/A

10d. URGENT REQUIRMENTS: 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.

11. FOB POINT: Destination

12a. ORDERING ADDRESS: Sage Analysis Group, Inc.

101 Arch Street, Suite 240 Boston, MA 02110-1122 Office: 800-770-3575

12b. ORDERING PROCEDURES: Ordering activities shall use the ordering procedures described in Federal Acquisition Regulation 8.405-3 on Blanket Purchase Agreements (BPA’s)

13. PAYMENT ADDRESS: Sage Analysis Group, Inc.

101 Arch Street, Suite 240 Boston, MA 02110-1122 Office: 800-770-3575

14. WARRANTY PROVISION: Refer to Sage Analysis GSA Approved License Agreement

15. EXPORT PACKING CHARGES: 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 AVAILABLE): N/A

18b. TERMS AND CONDITIONS FOR ANY OTHER SERVICES (IF APPLICABLE): Right-to-Copy Pricing: There is no discounted pricing available for right-to-copy licenses. This is not commercially available.

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

22a. SPECIAL ATTRIBUTES SUCH AS ENVIRONMENTAL ATTRIBUTES (e.g. recycled content, energy efficiency, and/or reduced pollutants): N/A

22b. Section 508 Compliance for Electronic and Information Technology (EIT): Section 508 compliance information on the supplies and services in this contract are available at the following website address (URL): : N/A

The software line items, Program Management Modeling System (PMMS), listed under SIN 511210 is a commercial offering that, because of various features, is not 508 compliant. Under FAR 39.203((b) does not require GSA to determine that an exception exists with respect to Program Management Modeling System (PMMS) noncompliance with Section 508 compliance, rather it is the Ordering Activity’s obligation to draft an exception when it orders Program Management Modeling System (PMMS) as part of Sage Analysis Group’s GSA schedule offering. Indefinite-quantity contracts may include noncompliant items provided that any task or delivery order issued for noncompliant Electronic and Information Technology (EIT) meets an applicable exception.

23. Unique Entity Identifier (UEI) number: 080313137

24. NOTIFICATION REGARDING REGISTRATION IN SYSTEM FOR AWARD MANAGEMENT (SAM)

DATABASE: Contractor has an Active Registration in the SAM database. CAGE: 7NQ11

GSA PRICING SECTION

SIN 511210 Software Licenses

Part No. PRODUCT NAME PRODUCT DESCRIPTION GSA Proposed Price

(w/IFF)

PMMS-

01-20

Perpetual Software:

Model Tailoring and Analysis (Models 1-3 Program Phases)

Perpetual Software: Customized Application of Proprietary Program Management Modeling System to Analyze Program Outlook (Models 1-3 Program Phases

$ 495,113.35

PMMS-

02-20

Perpetual Software:

Model Tailoring and Analysis (Models 4-8 Program Phases)

Perpetual Software: Customized Application of Proprietary Program Management Modeling System to Analyze Program Outlook (Models 4-8 Program Phases

$ 687,657.43

PMMS-

03-20

Perpetual Software:

Model Tailoring and Analysis (Models 9-14 Program Phases)

Perpetual Software: Customized Application of Proprietary Program Management Modeling System to Analyze Program Outlook (Models 9-14 Program Phases

$ 825,188.92

PMMS-

04-20

Perpetual Software:

Model Tailoring and Analysis (Models 15-25 Program Phases)

Perpetual Software: Customized Application of Proprietary Program Management Modeling System to Analyze Program Outlook (Models 15-25 Program Phases

$ 1,008,564.23

PMMS-

05-20

Perpetual Software: Data Assessment

Perpetual Software: Data Assessment / Deliverable After Initial Model Tailoring and Analysis

$ 119,193.95

PMMS-

06-20

Perpetual Software:

Program Analysis

Perpetual Software: Program Analysis / Deliverable After Initial Model Tailoring and Analysis

$ 197,128.46

PMMS-

07-20

Perpetual Software:

Program Outlook Assessment

Perpetual Software: Program Outlook Assessment / Deliverable After Initial Model Tailoring and Analysis

$ 220,050.38

PMMS-

08-20

Perpetual Software:

Program Model Calibration

Perpetual Software: Program Outlook Assessment / Deliverable After Initial Model Tailoring and Analysis

$ 137,531.49

PMMS-

09-20

Perpetual Software:

Program Model Expansion (3-5 additional blocks)

Perpetual Software: Program Model Expansion / Deliverable After Initial Model Tailoring and Analysis

$ 297,984.89

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

541715 Engineering Research and Development and Strategic Planning

Labor Category

Description (250 words)

Minimum Education

Minimum Years of

Experience

Strategy Partner / Member of Management Group

Relevant industry experience, and/or military/government service directly applicable to area of expertise. Expert at a consulting discipline such as applying strategic causal frameworks, causal models and other analytical approaches across a range of business, civil, and defense problems. Leader in delivering measurable value to clients via solutions tailored to client's specific needs, skilled in developing strong senior relationships with clients based on trust and professional respect achieved through delivering exceptional client solution. Substantial experience leading large cross-discipline teams to address strategic challenges. Functional responsibilities: Provides strategic direction for multiple client engagements and is ultimately responsible for their success, maintains productive client relationships with senior levels of client organizations, functions as an all-around subject matter expert with extensive knowledge of a consulting discipline such as causal framing and analysis and ability to develop and lead an integrated multi-discipline solution.

Masters 20

March 8, 2022 - March 7, 2023

March 8, 2023 - March 7, 2024

March 8, 2024 - March 7, 2025

March 8, 2025 - March 7, 2026

March 8, 2026 - March 7, 2027

SIN Labor Category Contractor or Customer Facility or Both

GSA PRICE + IFF GSA PRICE + IFF GSA PRICE + IFF GSA PRICE +

IFF

GSA PRICE + IFF

541611 and 541715 Strategy Partner / Member of Management Group Customer Facility $453.64 $465.89 $478.47 $491.39 $504.66 541611 and 541715 Strategy Managing Consultant / Director Customer Facility $384.97 $395.36 $406.03 $416.99 $428.25 541611 and 541715 Strategy Principal Consultant Customer Facility $351.11 $360.59 $370.33 $380.33 $390.60 541611 and 541715 Strategy Consultant Customer Facility $301.78 $309.93 $318.30 $326.89 $335.72 541611 and 541715 Strategy Consultant Analyst Customer Facility $248.58 $255.29 $262.18 $269.26 $276.53 541611 and 541715 Strategy Analyst Customer Facility $219.57 $225.50 $231.59 $237.84 $244.26 541611 and 541715 Business Associate Customer Facility $170.24 $174.84 $179.56 $184.41 $189.39

Description (250 words)

Minimum Education

Minimum Years of

Experience

Strategy Managing Consultant / Director

Expert at a consulting discipline such as applying strategic causal frameworks, causal models and other analytical approaches across a range of aerospace and defense logistics problems. Relevant industry experience, and/or military/government service, demonstrating the ability to lead and manage major client engagements, an expert in the development of solutions, recommendations, or outcomes across a wide range of businesses and organizations, extensive experience in delivering measurable value to clients, outstanding skills in developing strong relationships with clients achieved through delivering superior client solutions. Functional Responsibilities: Provides overall management of project work streams and is responsible for ensuring the completion of all project objectives and project deliverables, directs team's problem solving of complex issues, takes ownership of client relationships at the most senior levels of client organization and recommends innovative solutions based on rigorous analysis, provides day-to-day management direction and leadership for client engagement as required.

Masters 12

Strategy Principal Consultant

Able to support and develop solutions, recommendations, and outcomes for complex problems. Excellent in applying multiple analytic techniques across multiple sectors and possesses outstanding problem-solving abilities. Outstanding verbal and written communication skills. Demonstrated ability to manage multiple work streams and to manage teams and serve as a line manager.

Functional responsibilities: Under the direction of a managing consultant, provides day-to-day supervision of client engagement, leads complex analyses through the application of advanced analytic techniques and/or industry expertise, manages the compilation of solutions and findings for delivery to the client, presents results of analyses to senior client management.

Bachelors 6

Strategy Consultant

Demonstrated outstanding analytic and problem-solving abilities, excellent verbal and written communication skills, experiences in a wide range of analytic techniques and able to apply them across multiple sectors, demonstrated ability to lead small work streams and manage junior staff. Functional Responsibilities: Supports the execution of complex analyses through the application of advanced analytics techniques and frameworks, independently conducts analyses and distills results into useful and structured form, interacts with client to gather information and to support a team's delivery of recommendations.

Bachelors 4

Strategy Consultant Analyst

Demonstrated ability to operate independently on assigned tasks, excellent verbal and written communication skills, excellent analytic and problem-solving skills. Functional Responsibilities: Independently conducts research and distills into a useful and structured form, performs data collection and under supervision conducts data analysis, assists senior consultants in developing models, analytics frameworks, and conducting more complex analyses.

Bachelors 2

Description (250 words)

Minimum Education

Minimum Years of

Experience

Strategy Analyst

Demonstrated ability to operate independently on small, assigned tasks, excellent verbal and written communication skills, excellent analytic and problem-solving skills. Functional Responsibilities: Under supervision conducts research and distills information and data into useful and structured form, under supervision conducts basic quantitative and qualitative analyses.

Bachelors 1

Business Associate

Typically has several years of data analysis, subject matter expertise, or other relevant work experience, demonstrated ability to operate independently on small, assigned tasks, excellent verbal and written communication skills and attention to details. Functional Responsibilities: Responsible for performing research and technical tasks under supervision.

Bachelors 1

CRITERIA FOR EXPERIENCE/EDUCATION SUBSTITUTIONS METHODOLOGY

A college degree is a valuable asset and communicates the caliber of the employee. SAGE’s years of experience with observing employee development, SAGE has determined that a beginner with a college degree is most likely to perform the work requirements to meet the quality assurance standards of the company.

Degree Substitutions: A Level of Degree and a Level of experience is a requirement

DEGREE SUBSTITUTION DEGREE PLUS EXPERIENCE

Bachelors Degree • Associates Degree + 2 years additional experience

Masters Degree • Bachelors Degree + 2 years additional experience

• Associates Degree + 4 years additional experience

PhD • Masters Degree + 3 years additional experience

• Bachelors Degree + 5 years additional experience

GSA Approved License Agreement for SIN 511210

Sage Analysis Group, Inc.

Page 1 of 5 14 March, 2022

License Agreement

This License Agreement is between Sage Analysis Group, Inc. (“Sage”), a Delaware Corporation with offices at 101 Arch Street, Suite 240 Boston, MA 02110-1122, USA and Ordering Activity under GSA Schedule contracts identified in the Purchase Order, Statement of Work, or similar document (the “Client” or “Licensee” or “Ordering Activity”).

1) Recitals

(i) Sage is providing specialized modeling and data analytics in support of “Client” for program and/or enterprise-level analysis under the GSA Schedule contract(s) (the “Prime Contracts”).

(ii) The subject of these analytics is defined in the purchase order, statement of work, or similar document to which this license applies “Subject”.

(iii) The models and analytics being developed build from and are based on Sage’s proprietary PMMS and JITIA modeling and analysis platforms. Sage has developed, refined, and extended the PMMS and JITIA over multiple decades through substantial private investment and offers PMMS and JITIA products commercially. The PMMS and JITIA are exclusively owned by Sage and are critical assets for Sage’s business that merit special protection.

(iv) Sage is willing to use the PMMS to provide tailored modeling and analytics for the US Government, with the understanding that any such work will be subject to the terms and conditions of this License Agreement so that Sage’s critical corporate assets are protected.

2) Definitions “Licensed Materials” means all deliverables from Sage and any derivatives which build from PMMS and JITIA, any computers delivered by Sage on which PMMS and/or JITIA or any derivatives of PMMS or JITIA are installed, and PMMS and JITIA -- all of which to the extent provided or accessed under the Prime Contracts.

“PMMS” means the set of models, databases, software tools, calibration and validation procedures, and specialized diagrams developed and owned by Sage to analyze complex program and operational issues.

“JITIA” means the suite of system dynamics software tools, model components and technical information developed, assembled and owned by Sage, and any and all manuals or electronic written materials that describe the functionality of the same.

3) License and Restrictions

(i) Subject to the terms and conditions of this License Agreement, Sage hereby grants Licensee a nontransferable, non-assignable, non-sublicensable, nonexclusive, limited right to allow the Client to use Licensed Materials provided or access under the Prime Contracts, as they existed at the time of such provision or access, for analysis of the Subject and not for any other use or purpose. All rights not explicitly granted herein are reserved to Sage, and Sage hereby disclaims all other express or implied licenses. Consistent with U.S. Government policy on commercial items and commercial computer software, this License Agreement only provides those rights in technical data and computer software that Sage customarily provides to its commercial customers, with U.S. Government modifications necessary to comply with applicable law.

(ii) Licensee may not use the Licensed Materials on behalf of or for the benefit of any other party or Subject, nor may Licensee merge, adapt, modify, or create derivative works of the Licensed Materials in any way, and may not allow any of its employees, contractors, or other agents to do so.

Page 2 of 5 14 March, 2022

(iii) Licensee may not decompile or reverse engineer the Licensed Materials for any reason or under any circumstances, and may not allow its employees, contractors, or agents to do so.

(iv) Licensee may not make any copies of the Licensed Materials except to the extent expressly authorized by this agreement.

(v) The rights granted in this License Agreement may be exercised solely by Licensee and its employees, contractors, and/or agents. Licensee will ensure that its employees, contractors and/or agents are informed of and agree to abide by the terms of this License Agreement. A breach of this License Agreement by a Licensee employee, contractor, or agent shall be considered a breach by Licensee.

4) Protection of Licensed Materials Licensee agrees to treat Licensed Materials as confidential information, and to protect Licensed Materials from unauthorized disclosure. Licensee agrees not to provide or give access to, or otherwise make Licensed Materials available in any portion or form, to any other party, by any means, without Sage’s prior written consent. Sage recognizes that Federal agencies are subject to the Freedom of Information Act, 5 U.S.C. 552, which may require that certain information be released, despite being characterized as “confidential” by the vendor.

5) Disclaimers and Limitations Sage warrants that it will use the Licensed Materials to develop a tailored computer simulation model applicable to particular large-scale projects which will provide a capability to test implications of existing conditions, and of specified alternative conditions. Results of such analyses are necessarily dependent on information and assumptions provided by the Licensee. Sage thus cannot guarantee the accuracy of any findings, analysis results, or recommendations from the Licensed Materials.

Licensee relies on and uses the Licensed Materials at its own risk. Sage shall not be liable to Licensee or its employees, contractors, or other agents for any indirect, consequential or special damages of any kind. Direct damages shall be limited to the purchase order price. The foregoing limitation of liability shall not apply to (1) personal injury or death resulting from Licensor’s negligence;

(2) for fraud; or (3) for any other matter for which liability cannot be excluded by law.

6) Term, Termination and Expiration This License Agreement is effective on the date that the last party hereto signs and shall continue in perpetuity unless or until the parties Terminate the agreement or the Prime Contracts to which it relates. When the End User is an instrumentality of the U.S., recourse against the United States for any alleged breach of this License Agreement must be brought as a dispute under the contract Disputes Clause (Contract Disputes Act). During any dispute under the Disputes Clause, Sage shall proceed diligently with performance of this License Agreement, pending final resolution of any request for relief, claim, appeal, or action arising under the License Agreement, and comply with any decision of the Contracting Officer. Within ten (10) days after termination of this License Agreement for any reason, Licensee agrees to return to Sage all of the Licensed Materials and may not retain any copies thereof.

7) Disputes Disputes shall be resolved under the disputes provisions specified in the Prime Contract. When a Licensee is an instrumentality of the U.S., recourse against the United States for any alleged breach of this License Agreement must be brought as a dispute against the United States as authorized under applicable law. During any such dispute, Sage shall proceed diligently with performance of this License Agreement, pending final resolution of the dispute.

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8) Applicable Law, Jurisdiction, and Forum To the extent mandated by law, the applicable law shall be the Federal common law of Federal government contracting and the applicable forum shall be the federal tribunal vested with jurisdiction over the action.

9) Assurance Regarding Re-Exportation The Licensed Materials provided by Sage shall at all times be subject to the export control laws and regulations of the U.S. Government and any amendments thereof. Licensee agrees and hereby assures that it will not make any disposition of the Licensed Materials by way of transshipment, re-export, diversion, or otherwise.

10) Miscellaneous Provisions

(i) Except as otherwise provided herein, this License Agreement, including this provision, may be amended or modified only by an instrument in writing signed by a duly authorized representative of both parties.

(ii) Except as otherwise specified herein, all remedies either under this License Agreement or by law or otherwise afforded to any party shall be cumulative and not alternative.

(iii) No waiver of any provision, right, or remedy under this License Agreement on any one occasion shall constitute a waiver of any other provision, right, or remedy.

(iv) Nothing in this license is intended or should be interpreted to conflict with United States Federal Law, including without limitation the Anti-Deficiency Act (31 U.S.C. § 1341(a)(1)(B)), the Contracts Disputes Act of 1978 (41 U.S.C. § 7101-09), the Prompt Payment Act, the Anti- Assignment statutes (31 U.S.C. § 3727 and 41 U.S.C. § 15), Conduct of Litigation Reserved to Department of Justice (DOJ) (28 U.S.C. § 516), or Patent and Copyright Cases (28 U.S.C. § 1498), as applicable.

(v) In the event that any provision of this License Agreement is held to be invalid or unenforceable, the remaining provisions of this License Agreement shall continue in full force and effect.

(vi) Sections 4, 5, 6, 7, 8, 9, and 10 and all limitations and disclaimers, as well as any rights of action by either party against the other, or any undertaking that by its nature is required to be performed after the term of this License Agreement, shall survive the termination of this License Agreement.

(vii) This License Agreement does not represent the entire agreement between the U.S. Government and Sage and will be incorporated as an attachment to and made a material part of the U.S.

Government agreement between the U.S. Government and Sage, which represents the entire agreement between the parties. For technical data relating to commercial items and commercial computer software, this license will control over any Federal Acquisition Regulation or corresponding agency supplement clauses that describe data rights in non-commercial items or non-commercial computer software.

IN WITNESS WHEREOF, each of the parties has caused this License Agreement to be executed on its behalf by its duly authorized representatives.

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Sage Analysis Group, Inc. License Agreement Signature Page

Sage Analysis Group, Inc. <enter full legal name of Client / Licensee>

By:

By:

Name: <insert name> Name: <insert name>

Title: <insert title> Title: <insert title>

Date:

Date:

By his or her signature below on behalf of <enter full legal name of contractor or agent>, the undersigned represents that he or she has read and understood this License Agreement and has authority to commit that <enter full legal name of contractor or agent> shall abide by its terms and conditions.

By: _______________________________________

Name: <insert name>

Title: <insert title>

Date: _______________________________________

Degree Substitutions: A Level of Degree and a Level of experience is a requirement