Attachment J003 - Labor Category Descriptions and Qualifications.pdf

Enterprise Financial Services (EFS)

DTFAWA-17-R-00017

Attachment J003 – Labor Category Descriptions and Qualifications

Labor Category Matrix

Labor Category Level Minimum Education*

Years of Relevant

Experience Description

Accountant

I B 2-5 Prepares asset, liability, and capital account entries by compiling and analyzing account information.

Documents financial transactions by entering account information. Recommends financial actions by analyzing accounting options. Summarizes current financial status by collecting information;

preparing balance sheet, profit and loss statement, and other reports. Guides accounting clerical staff by coordinating activities and answering questions. Reconciles financial discrepancies by collecting and analyzing account information. Maintains financial security by following internal controls. Prepares payments by verifying documentation, and requesting disbursements. Answers accounting procedure questions. Prepares special financial reports by collecting, analyzing, and summarizing account information and trends. Levels III – V require a CPA certification.

II B 6-10

III M 11-15

IV M 16-20

V M 21+

Accounting Technician

I AA 0-2 Supports accounting operations by filing documents; reconciling statements; running software programs. Maintains accounting records by making copies; filing documents. Reconciles financial statements by comparing statements with general ledger. Maintains accounting databases by entering data into the computer; processing backups. Verifies financial reports by running performance analysis software program. Determines value of depreciable assets by running depreciation software program.

Requires proficiency with accounting applications (e.g. Delphi) and principles.

II AA 3-10

III B 10+

Administrative Assistant

I AA 0-2 Performs administrative functions including meeting coordination, scheduling, calendar maintenance, visitor management, coordination of office administrative functions, file maintenance, and the preparation of documents which may include complex formatting, requiring proficiency with MS Office products.

II AA 3-10

III B 10+

Auditor

I B 2-5 Protects assets by ensuring compliance with internal control procedures, and regulations. Ensures compliance with established internal control procedures by examining records, reports, operating practices, and documentation. Verifies assets and liabilities by comparing items to documentation.

Completes audit work papers by documenting audit tests and findings. Appraises adequacy of internal control systems by completing audit questionnaires. Maintains internal control systems by updating audit programs and questionnaires; recommending new policies and procedures. Communicates audit findings by preparing a final report; discussing findings with auditees. Complies with federal legal requirements by studying existing and new security legislation; enforcing adherence to requirements;

advising management on needed actions. Prepares special audit and control reports by collecting, analyzing, and summarizing operating information and trends. Requires expertise with FMFIA, A123, FISMA and related federal internal control requirements. Levels III – V require a CPA certification.

II B 6-10

III M 11-15

IV M 16-20

V M 21+

Budget Analyst I B 0-2 Plans, organizes, and carries out budget activities by ensuring the effective integration of program and budget planning. Performs a wide variety of administrative and analytical duties connected with the

Education*

Years of Relevant

Experience Description

II B 3-5 review, justification and presentation of the budgets for an organization. Provides advice on the budget process. Develops, recommends, and implements budgetary policies affecting the financing and accomplishment of major organizational programs. Provides long-range analysis of the potential effects of budgetary actions on national economic, social, and political objectives. Provides authoritative interpretations of policies and precedents. Reviews, and recommends the amount and timing of allotments of funds to agency components and programs. Develops proposed appropriation language in support of new or revised program and budgetary requirements. Tracks progress of organization’s funding and justification of organization’s budget.

III B 6-10

IV B 11-15

V B 16+

Business Requirements Analyst

I B 0-5 Performs feasibility analysis, scopes projects, and works with the project management team to prioritize solution functionalities. Creates detailed Business Requirement Document (BRD) and translates it into functional specifications. Provides analytic support by coordinating data extraction from various databases and data interpretation. Partners with development and analytic teams to provide reporting on software solutions. Participates in Integration Testing and User Acceptance Testing (UAT) and Functionality Testing. Requires degree in business or IT-related field.

II B 6-10

III B 10+

Consultant

I B 0-2 Evaluates, designs, and implements organizational strategies to maximize the potential for meeting an organization’s vision, mission, and goals. Designs and conducts studies, analyses, research; provides expert professional and consulting services; and prepares presentations and recommendations.

Develops draft inputs to program/organizational documentation as it relates to any of the operational support functions. Applicable operational areas include systems engineering, business process reengineering, organizational planning, financial management, logistics, data management and data information systems, and program management. Applicable certifications (e.g. Lean Six Sigma) preferred.

II B 3-5

III B 6-10

IV B 11-15

V B 16+

Cost Analyst/Cost Estimator

I B 0-5 Provides detailed analysis of cost/price proposals, invoices, and other project documents. Analyzes indirect and direct labor rates and reports on estimates for cost drivers, trends, and anomalies. Ensures compliance with cost accounting standards. Coordinates, utilizing, cost/price analysis experience, with program, contract, and technical offices in determining cost/price realism and reasonableness by coordinating across program, contract, and technical offices and utilizing cost/price analysis experience. Requires expertise with complex spreadsheets.

II B 5-10

III B 10+

Financial Analyst I B 0-2 Classifies, monitors, and summarizes financial data for the preparation and submission of budget and financial reports on a recurring basis. Possesses knowledge of Federal Accounting practices, II B 3-5

Education*

Years of Relevant

Experience Description

III B 6-10 government appropriation processes, Earned Value Management, and OMB A300.

IV B 11-15

V B 16+

Graphics/Documentation Specialist

I B 0-2 This position works with little supervision and involves support for FAA management up to the executive level to capture concepts, plans, processes, alternatives, schedules, and issues in text, original graphical and video formats for briefings, reports, brochures, web sites, press kits, congressional reports, talking points and other technical documents.

II B 3-5

III B 6-10

IV B 11-15

Help Desk Technician

I B 0-5 Responsible for providing technical assistance and support related to computer systems and software.

Responds to queries, runs diagnostic programs, isolates problem, and determines and implements solution Respond to queries either in person or over the phone. Contributes to knowledge bases of work arounds and solution scripts. Responds to email messages for customers seeking help. Asks questions to determine nature of problem. Walks customer through problem-solving process. Runs diagnostic programs to resolve problems Follows up with customers to ensure issue has been resolved.

Obtains feedback from customers about computer usage. Runs reports to determine malfunctions that continue to occur. Degree in computer science or related field required. Certifications related to Oracle Financials desired.

II B 5-10

III B 15+

Human Capital Strategist

I B 0-5 Analyzes strategic and organizational information and models financial and compensation data versus the market. Conducts research and analysis to understand industry and organization-specific issues, including business strategy, compensation and rewards, corporate performance and performance management. Collects and examine data trends in pay practices and policies, and talent management, including performance management, succession planning, rewards, selection/recruiting and leadership/employee development. Strong strategic and tactical communication planning and execution skills. Strong analytical skills, both quantitative and qualitative, and excellent organizational, interpersonal, verbal and written communication skills. A certification in Human Capital Strategist (HCS) is desired.

II B 5-10

III B 10+

Math/Statistician I B 0-5

Provides expertise in various disciplines of mathematics and statistics, as related to the analysis of pertinent data. II B 5-10

III B 10+

Policy Analyst

I B 0-5 Analyzes and assesses impact of federal regulations and policies. Studies proposed legislation and/or regulations for impact on programs. Communicates findings to senior level executives. Researches current or new management practices to facilitate implementation of new policies/regulations into programs or operations.

II B 6-10

III M 11-15

IV M 15+

Education*

Years of Relevant

Experience Description

Program Analyst

I B 0-2 Responsible for planning, analyzing and evaluating the effectiveness of FAA budget and financial programs. These positions utilize a high degree of qualitative and quantitative analytical skills in analyzing, evaluating, and improving program effectiveness. The major duties of this position include establishing study methods and techniques and analyzing and evaluating the effectiveness of complex program operations.

II B 3-5

III B 6-10

IV B 11-15

V B 16+

Program Manager

I B 2-5 Responsible for comprehensive program management across a broad collection of work activities.

Provides leadership across inter-organizational management team. Applies knowledge of the client environment and needs, plus relevant technologies and processes to guide and shape the work of the team. Financial performance responsibility for a significant segment of work across multiple teams.

Business management activities may include oversight of all administrative processes and support functions needed to assure proper staffing, training, work execution, reporting, accounting, quality management, compliance management, task and contract management, subcontract management, cost control, and other related areas. Develops and manages key senior client level relationships and key senior partner relationships. Responsible for client satisfaction and fostering team coherence and harmony. PMP certification required.

II B 6-10

III M 11-15

IV M 16-20

V M 21+

Project/Task Leader

I B 0-5 Organizes, supervises, manages, and/or directs contractor employees in the performance of the task orders described in the Statement of Work (SOW). Serves as primary Point of Contact (POC) for Contracting Officer (CO)/Contracting Officer's Representative (COR). Must have experience in planning, tracking, and reporting labor requirements and hours for each task; tracking and managing funding and expenses; and problem tracking, reporting, and resolution. Must be familiar with the FAA Acquisition Management System (AMS).

II B 6-10

III B 10+

Subject Matter Expert I B 6-10 Provides senior level, specialized expertise in support of FAA budget and finance related processes and systems. Intended to capture unique skill sets not otherwise found in labor schedule but necessary to provide ad hoc expertise related to work areas in scope.

II M 11-15

III M 16+

Systems Auditor I B 0-5 Audits new and existing information systems and applications to ensure that appropriate controls exist, that processing is efficient and accurate, and that information system procedures are in compliance with organizational standards and adopted best practices.

II B 6-10

III B 10+

Technical Editor / Writer I B 0-2 Researches, writes, and edits a variety of technical articles, reports, brochures, training materials, fact sheets, presentations, and/or manuals for documentation for a wide range of uses. Responsible for coordinating the display of graphics and the production of the document. Provides analysis and compilation of diverse policy, technical, statistical, and demographic information. Establishes, plans, II B 3-5

Education*

Years of Relevant

Experience Description

III B 6-10

and administers technical writing policies and procedures in accordance with governmental policies and procedures. Is familiar with a variety of the field's concepts, practices, and procedures and develops standard documentation methods to effectively communicate product/services concepts and use. Must have the ability to translate technical concepts and information for various audiences at different levels of technical literacy and must be able to produce accurate, strategic written materials under tight deadlines within a dynamic, team-based environment. Must have excellent copy-editing skills and attention to detail. Requires a Bachelor's degree in education, English, journalism, history, or political science. A certification or degree in a relevant technical field may also be considered.

IV B 11-15

V B 16+

Training Developer

I B 0-5 Develops individual and instructors’ training curriculum and course materials. Develops and revises training courses and prepares appropriate catalogues. Develops courses and instructional material to educate technical and non-technical personnel. Prepares instructor materials (course outline, background material, and training aids). Prepares student materials (course manuals, workbooks, handouts, completion certificates and course evaluation forms). Provides second level training support.

Provides standards, services and guidance on training programs. Possesses exceptional interpersonal skills and superior oral and written communication skills

II B 6-10

III B 10+

Web Designer

I B 0-2 Designs, configures, and maintains websites for internal and external communications, based on FAA's Intranet, Internet, and homepage strategies and goals. Ensures that FAA branding and Internet configuration requirements are applied to all web products. Proficient in the design and development of html/shtml documents compliant with Section 508 of the Rehabilitation Act of 1973, with an understanding and familiarity of E-Business practices, JAVA, Perl, and FrontPage® extensions. May also be required to provide graphic art capabilities.

II B 3-5

III B 6-10

IV B 11-15

V B 16+

*The Minimum Education column notes the required minimum degree in a technically relevant field for each labor category and level. Some labor categories may have additional or more specific degree requirements in the Description column. AA = Associate Degree in a technically relevant field; B = Bachelor Degree in a technically relevant field; M = Master’s degree in a technically relevant field. “Technically Relevant” is defined as education, certifications, and experience that directly reflect and relate to the labor category description and work, task, or project being evaluated. A college degree must be from a U.S. accredited institution. Non-U.S. degrees may be acceptable at the discretion of the Contracting Officer with a written request for waiver and proof of equivalence to a U.S. accredited degree from the Contractor.

** These are general labor category requirements. Individual task orders may have additional or more specific labor category requirements.

Relevant Degree/Certification(s)/Years of Experience Trade-Off Matrix Relevant Degree/ Certification(s) Level

Required *Relevant Degree/ Certification(s) Held **Number of Years of Relevant Experience Added

***Number of Additional Years of Relevant Experience Needed

Associate Degree

None 0 2 C 0 1

AA 0 0

AA + C 1 0

B 2 0 B + C 3 0

M 4 0 M + C 5 0 PhD 6 0

PhD + C 7 0

Bachelor Degree

None 0 4 C 0 3

AA 0 2

AA + C 0 1

B 0 0 B + C 1 0

M 2 0 M + C 3 0 PhD 4 0

PhD + C 5 0

Bachelor Degree and Certification(s)

None 0 5 C 0 4

AA 0 3

AA + C 0 2

B 0 1 B + C 0 0

M 1 0 M + C 2 0 PhD 3 0

PhD + C 4 0

Master Degree None 0 6

C 0 5

AA 0 4

Relevant Degree/Certification(s)/Years of Experience Trade-Off Matrix Relevant Degree/ Certification(s) Level

Required *Relevant Degree/ Certification(s) Held **Number of Years of Relevant Experience Added

***Number of Additional Years of Relevant Experience Needed

AA + C 0 3

B 0 2

B + C 0 1 M 0 0

M + C 1 0 PhD 2 0

PhD + C 3 0

Master Degree and Certification(s)

None 0 7 C 0 6

AA 0 5

AA + C 0 4

B 0 3 B + C 0 2

M 0 1 M + C 0 0 PhD 1 0

PhD + C 2 0 *C = Technically Relevant Certificate(s); AA = Technically Relevant Associates Degree; AA + C = Technically Relevant Associates Degree and Technically Relevant Certificate(s); B = Technically Relevant Bachelor Degree; B + C = Technically Relevant Bachelor Degree and Technically Relevant Certification(s); M = Technically Relevant Master Degree; M + C = Technically Relevant Master Degree and Technically Relevant Certificates; PhD = Technically Relevant Doctorate Degree; PhD + C = Technically Relevant Doctorate Degree and Technically Relevant Certificates. “Technically Relevant” is defined as education, certifications, and experience that directly reflect and relate to the labor category description and work, task, or project being evaluated.

**Number of Years of Relevant Experience Added = The number of years of relevant experience a degree and/or degree and certification(s) combination can be traded-off for if the proposed individual does not meet the required years of relevant experience requirement for the associated labor category. For example: A labor category requires a Bachelor degree and a minimum of ten years of experience. The proposed individual only has six years of relevant experience but has a relevant PhD degree. The proposed individual would meet the requirements for the labor category as the relevant PhD degree is equivalent to an additional four years of relevant experience over the Bachelor degree.

***Number of Additional Years of Relevant Experience Needed = The number of years of relevant experience needed over and above the minimum relevant years of experience requirement if the proposed individual does not meet the education requirement for the associated labor category. For example: A labor category requires a Bachelor degree and ten years of experience. The proposed individual does not have a degree. This individual would need a total of 14 years of relevant experience to meet the requirements for this labor category.

EFS Labor Category Waiver Form

Requestor must fill in sections 1-10.

1 Name of Program or Project:

2 Date of Request:

3 Date Waiver is Needed:

4 Contract Number and Task Number:

5 Name and Organization of Initiator:

6 Project Impact Assessment: ☐ Deliverables ☐ Schedule ☐ Quality ☐ Cost ☐ Other

(explain in 9a) 7 Type of Non-compliance: ☐ Years of Relevant Experience ☐ Relevant Degree

☐ Non-United States Degree

8 Original Requirement(s) to be Waived (waiver description):

Waiver of [quote the requirement]

9a Analysis of Non-compliance:

9b Proposed consideration (i.e. labor rate discount) for the waiver by the contractor:

10a Rationale for the waiver and proposed consideration by the contractor:

10b Rationale for/against the waiver by the Contracting Officer’s Representative (COR) and/or Program Management Office (PMO):

Signatures 11 Contractor:

12 Task COR:

13 Contracting Officer (CO):

Instructions for EFS Labor Category Waiver Form This form documents waiver requests for contractor employees who do not meet the contractual requirements of the EFS Labor Category.

Section Instructions

1-10 The requestor must complete these sections. It is recommended the requestor initiate communications with the other parties for step 10b.

9a-b The Analysis of Non-Compliance is the focus of the request. The rationale and analysis of 9 and 10 are the heart of the waiver. The requestor must discuss degree equivalence (for example relevant but not perfectly matching experience), quantity and quality of experience, and cost. The requester must provide a rationale that supports the request. If the waiver is for a non-United States degree, the contractor is expected to research and name the certifying body for the university and provide a brief, analytic comparison.

Note that the FAA expects the contractor to offer a consideration when submitting a waiver request. The contractor may simply state that a discount will be offered and provide the details, in separate correspondence, to only the Contracting Officer.

10a-b Each of these actors has a potential role in supporting or arguing against the offered waiver. Sections 9 and 10 are best completed collaboratively. These actors consider and may offer modifications to the rationale and will variously consider operational, quality, cost, and schedule risks to the government. These deliberations should be conducted with the purview of the CO and the contractor’s contracting organization; price data may be included, but only the CO may negotiate price, only the CO may make the final decision for the government, and only the CO may make the agreement for the government.

11 Signature of the contractor – To the Waiver Agreement

12 Signature of the Task COR - Advisory

13 Signature of the Contracting Officer (CO) - The government’s agreement to the Waiver.

While price data and facts may be documented, only the CO can conduct cost negotiations on behalf of the government.