MAS - Logistics Management Institute - GS00F0026M

September 2016

Professional Services Schedule Table of Contents

Customer Information

Our Services and Products: MOBIS Services

SIN 874-1 Integrated Consulting Services Leadership Strategic Planning Customer and Market Focus Information and Analysis Human Resource Development Process Management Business Results Outsourcing and Privatization Services Training Services Facilitation Services Survey Services

SIN 874-4 Training Services: Instructor Led Training, Web Based Training Web Based Training and Education Courses, Course Development and Test Administration, Learning Management, Internships

SIN 874-6 Acquisition Management Support

SIN 874-7 Integrated Business Program Support Services

Description of Functional Expertise for Mission Oriented Business Integrated Services

Our Services and Products: Logistics Support Services (LOGWORLD)

SIN 874-501 Supply and Value Chain Management Services

SIN 874-503 Distribution and Transportation Logistics Services

SIN 874-504 Deployment Logistics Services

SIN 874-505 Logistics Training Services

Description of Functional Expertise for Logistics Support Services

Our Services and Products: IT Professional Services

SIN C132-51 Information Technology Professional Services IT Facility Operation and Maintenance IT Systems Development Services IT Systems Analysis Services Automated Information System Design and Integration Programming Services IT Data Conversion Services IT Network Management Services Automated News, Data and Other Information Services

Desktop Management IT Backup and Security Services Information Assurance

Other IT Services

TABLE OF CONTENTS

September 2016

Description of Functional Expertise for IT Professional Services

Our Services and Products: Professional Engineering Services

SIN 871-1 Strategic Planning for Technology Programs/ Activities

SIN 871-2 Concept Development and Requirements Analysis

SIN 871-3 System Design, Engineering, and Integration

SIN 871-5 Integrated Logistics Support

SIN 871-6 Acquisition and Life-Cycle Management

SIN 871-7 Construction Management

Description of Functional Expertise for Professional Engineering Services

Our Services and Products: Environmental Services

SIN 899-1 Environmental Consulting Services Program and Project Planning Support Business Process Improvement Benchmarking and Performance Measurement Economic Analyses and Support Risk-Based Support Regulatory Analyses Water Resources Management Natural and Cultural Resource Management Ecological Services Independent Reviews Homeland Security Support Compliance Services Environmental Advisory Services Safety and Health Risk Management Waste Management Consulting Services

SIN 899-3 Environmental Training Services Training Course Development and Presentation Customized Course Development Computer-Based Interactive Course Development

SIN 899-5 Materials and Waste Recycling and Disposal Services Waste Collection, Transfer, Storage, and Disposal Source Reduction and Recycling

Description of Functional Expertise for Environmental Services

Our Services and Products: Facilities—Energy Management

SIN C871-202 Energy Management Planning and Strategies Risk Management Homeland Security Considerations

SIN C871-207 Energy Audit Services

SIN C871-208 Resource Efficiency Management (REM)

SIN C871-211 Energy Consulting Services

Description of Functional Expertise for Facilities—Energy Management

TABLE OF CONTENTS

September 2016

Our Services and Products: Financial and Business Solutions

SIN 520-11 Accounting

SIN 520-12 Budgeting

SIN 520-13 Complementary Financial Management Services Financial Management Systems Services Financial Planning and Performance Measurement Services Asset Management Services Other Financial Management Services

SIN 520-15 Outsourcing Recurring Commercial Activities for Financial Management Services

Description of Functional Expertise for Financial and Business Solutions

Our Services and Products: Human Resources Services

SIN C595-21 Human Resources Services Strategy, Planning and Analysis Recruitment and Internal Placement Position Classification and Competency Analysis Personnel Actions Training and Development Stakeholder Outreach, Engagement and Communication Review and Integration Services Employee Compensation

Description of Functional Expertise for Human Resources Services

Labor Categories/Descriptions

Labor Category Rates

LMI: An Overview

Customer Information

1. Table of Awarded Special Item Numbers (SINs)

FSC Group: 00Corp

Description of Services:

SIN Description

Description Detail

Page No.

Rates Page No.

874-1

MOBIS:

Integrated Consulting Services

874-4 Training Services: Instructor Led Training, Web Based Training and Education Courses, Course Development and Test Administration

13 93

874-6 Acquisition Management Support 14 93 874-7 Integrated Business Program Support Services 15 93

874-501

LOGWORLD:

Supply and Value Chain Management

874-503 Distribution and Transportation Logistics Services 22 93 874-504 Deployment Logistics 24 93 874-505 Logistics Training Services 25 93

C132-51

IT Services:

Information Technology Professional Services

871-1

Professional Engineering Services:

Strategic Planning for Technology Programs/Activities

871-2 Concept Development and Requirements Analysis 45 93 871-3 System Design, Engineering and Integration 46 93 871-5 Integrated Logistics Support 46 93 871-6 Acquisition and Life Cycle Management 47 93 871-7 Construction Management 47 93

899-1

Environmental Services:

Environmental Consulting Services

899-3 Environmental Training Services 63 93 899-5 Materials and Waste Recycling and Disposal Services 65 93

C871-202

Energy Management:

Energy Management Planning and Strategies

C871-207 Energy Audit Services 71 93 C871-208 Resource Efficiency Management (REM) 71 93 C871-211 Energy Consulting Services 72 93

520-11

Financial and Business Solutions:

Accounting

520-12 Budgeting 77 93 520-13 Complementary Financial Management Services 78 93 520-15 Outsourcing Recurring Commercial Activities for

Financial Management Services 82 93

C595-21

HR Services:

Human Resource Services

MOBIS

September 2016

The Logistics Management Institute (LMI), a nonprofit corporation, offers extensive experience in developing and implementing practical solutions using an array of professional services that provide solutions that address management, organizational, and business problems across the spectrum of public-sector functional areas.

We are skilled in transferring the knowledge and tools needed for achieving the desired improvements in such a way that our clients can become self-sustaining. This Authorized Federal Supply Schedule Price List describes the services we offer under the Professional Services (formerly Consolidated) Federal Supply Schedule contract. The LMI hourly rates certification in this schedule provides users the opportunity and flexibility to award task orders on a labor hour contract basis in addition to a firm-fixed price basis.

Additional information can be obtained by calling LeNaye Willis-Lloyd, Director, Contracts,

(703) 917-7176.

Corporate Contract Number: GS-00F-0026M, mod. PS-0044, dated September 14, 2016.

Contract Period: Option 3: October 1, 2016–September 30, 2021

2. Maximum Order: $1,000,000

3. Minimum Order: $100

4. Geographic Coverage: Worldwide

5. Point of Production: McLean, Virginia

6. Discount from list prices or statement of net price: Net

7. Quantity Discounts: None

8. Prompt Payment Terms: Net 30 days

9a. Notification that Government purchase cards are accepted at or below the micro purchase threshold: Yes

9b. Notification whether Government purchase cards are accepted or not accepted above the micro purchase threshold: Negotiable

10. Foreign items: None

11a. Time of delivery: Negotiated with each order

11b. Expedited delivery: N/A

11c. Overnight and 2- day delivery: Actual cost as required

11d. Urgent requirements: N/A

12. FOB Point: Destination

13a. Ordering address:

LMI

Attn: LeNaye Willis-Lloyd 7940 Jones Branch Drive McLean, VA 22102-7805

(703) 917-7176 E-mail: lwillis-lloyd@lmi.org

(703) 917-7100 (FAX) Website: www.lmi.org

13b. Ordering Procedures: See FAR 8.4053 mailto:bmoeller@lmi.org http://www.lmi.org/

September 2016

14. Payment Address:

LMI

Attn: Finance Division 7940 Jones Branch Drive McLean, VA 22102-7805

(571) 633-7621(FAX) E-mail: collections@lmi.org

15. Warranty Provision: None

16. Export Packing Charges: Actual cost, as required

17. Terms and conditions of Government purchase card acceptance above micro purchase level: Negotiable

18. Terms and conditions of rental, maintenance, and repair: N/A

19. Terms and conditions of installation: N/A

20. Terms and conditions of repair parts pricing: N/A

20a. Terms and conditions for any other services (if applicable): N/A

21. List of service and distribution points: N/A

22. List of participating dealers: N/A

23. Preventative maintenance: N/A

24a. Special Attributes such as environmental attributes: N/A

24b. Section 508 Compliance: N/A

25. Data Universe Number System (DUNS): 053385738

26. Central Contractor Registration: CAGE Code - 2D675; TIN 52-0741393 mailto:collections@lmi.org

September 2016

Our Services and Products:

MOBIS Services

The following describes the MOBIS services we provide under the GSA Professional Services Schedule contract.

SIN 874-1

Integrated Consulting Services

This section covers the majority of the management consulting services we offer under GSA’s Consolidated Schedule contract. Consistent with our long-standing approach, we will tailor these services to the specific requirements of each client, with an overall objective of helping to make the needed improvements quickly and effectively.

Leadership

Our approach to improving client leadership is geared toward assisting executives in setting goals, planning for change, and mastering transition leadership techniques. In concert with these concepts, we offer the following leadership-oriented services:

♦ Leadership Assessment and Development: We assist agencies in evaluating leadership issues and in developing leadership skills, behaviors, and teamwork to increase the effectiveness of their management systems.

♦ Organizational Assessment and Design: We help agencies assess their need for organizational improvements, evaluate alternative designs, and select those designs that meet their objectives.

♦ Managing Cultural Change: We work with agencies to nurture organizational change and renew focus on customers and their varied needs.

♦ Organizational Transformation: We work with agencies to accomplish fundamental changes in their management, organizational, and business systems needed to achieve world-class performance.

♦ Institutionalizing Improvement- Oriented Cultures: We help agencies create and sustain a climate for organizational improvements.

♦ Customizing Improvement Tools: We assist agencies in applying the best improvement tools to their unique situations and conditions.

Strategic Planning

Strategic planning is a key element in aligning daily work with an organization’s strategic directions. Our approach to such planning promotes strategic thinking and actions. The directions provided by the National Performance Review and Government Performance and Results Act raise the level of importance of effective strategic plans and integrated performance monitoring systems for all agencies. We offer the following services associated with strategic planning:

♦ Formulation of Strategic Business and Research and Development Plans: We help agencies develop strategic and other business plans aimed at satisfying their missions and achieving their goals.

September 2016

♦ Assessment of Economic and Financial Feasibility of Strategic Plans: We advise agencies on the viability and practicality of their strategic plans.

♦ Implementation of Strategic Plans: We help agencies define and understand their missions, visions, values, and goals; we transform their strategic plans from planning documents into action plans.

♦ Assessment of Capital Asset and Facility Planning and Utilization: We provide agencies with assessments of how well they are using assigned resources and where they have opportunities for improvement.

♦ Assessment of Technology Opportunities: We help agencies capitalize upon the business advantages associated with expanding their use of the latest technologies. We also provide independent assessment of various technologies and commercial vendors to help agencies complete mission functions.

♦ Formulation of Acquisition Strategies: We help agencies formulate efficient and effective acquisition strategies.

♦ Policy Planning and Analysis: We assist agencies in analyzing and reformulating their business policies to improve performance using a variety of analytic tools that include scenarios simulations and tabletop exercises.

♦ Development of Performance Standards: We work with agencies to develop standards for tracking their overall performance as well as that of their processes and employees.

Customer and Market Focus

Customer and market focus examines how an organization determines evolving customer requirements and expectations and how it sustains and improves its business relationships with customers. We use a variety of tools to help agencies identify and understand their customers and their requirements and then deploying effective feedback mechanisms for tracking and monitoring customer satisfaction. We offer the following services in the areas of customer and market focus:

♦ Collection and Analysis of Customer and Supplier Information: We help agencies design and conduct surveys and use other methods for obtaining customer and supplier information; we also assist in the analysis, communication, and use of that information.

♦ Market Analysis and Customer Service Standards: We assist agencies in understanding market conditions and requirements, defining customer needs and expectations, and establishing meaningful customer service standards.

♦ Quality Management Implementation: We assist agencies in modifying their operations so they are consistent with the Malcolm Baldrige National Quality Award, International Standards Organization (ISO) quality management, and the President’s Award for Quality criteria.

♦ Risk Assessments: We help agencies conduct internal and external climate and environmental assessments to understand and mitigate their business risks.

Information and Analysis

Information and analysis requires expertise in the collection of data about processes and their customers, the use of statistical methods for understanding and controlling those processes, and the establishment of feedback loops to improve and sustain process performance. We are

September 2016 experienced in helping government agencies acquire that expertise, quickly and inexpensively.

As a result of that experience, we offer the following services in the areas of information and analysis:

♦ Economic and Value- Added Analyses: We provide agencies with financial analyses of their process and business improvement alternatives.

♦ Performance Measurement: We advise agencies about the development, collection, and use of performance measures.

♦ Information Strategies and Systems for Process Improvement: We assist agencies in formulating strategies for using information technology to improve their overall performance.

♦ Activity- Based Costing: We help agencies decide where and how an activity-based costing capability can improve their performance; we also assist them in implementing such a capability.

♦ Benchmarking and Best Practices: We help agencies improve their business processes by benchmarking them against those of leading public- and private-sector organizations providing similar products and services, and by modifying the best practices of those organizations for agency use.

♦ Implementation Planning for Computer- Aided Facility Management: We advise agencies on using computer-aided facility management tools to reduce costs and improve performance. We offer agencies a sustainable building assessment tool and management assistance to improve compliance with energy and environmental requirements.

♦ Strategies for Integrated Information Management: We help agencies develop and evaluate strategies for improving their use of business information systems.

♦ Decision Support and Executive Information Systems: We advise agencies in the development and use of management decision systems.

Human Resource Development

Human resource development and management systems are intended to create a high-performance workplace so that employees and organizations can readily adapt to change. The ability of an organization to get a job done is indicated by the ability of its employees to do the job and follow the direction of change. Keeping human resource actions in line with an organization’s strategies requires critical links between training and education, reward and performance evaluation systems, teamwork, and empowerment. Moreover, with continuing attention being focused on organizational change, reengineering, and downsizing, these links are even more important in the current operating environment. We offer the following human resource development services:

♦ Human Capital Management Improvement: We provide agencies with assistance in identifying potential improvements in their Human Capital Management activities, creating improvement programs, making the improvements, and tracking metrics. Human Capital Improvement initiatives include, but are not limited to, human capital strategic planning, HR policy, labor relations, communication planning and branding.

♦ Employee Development and Training: We help agencies develop training programs to increase the knowledge and skills of their employees, to provide the needed development, and to measure the effectiveness of the training. We offer executive coaching and leadership development programs. We design and implement career paths and succession planning programs. We provide curriculum design and conduct training.

September 2016

♦ Core Capability Assessments: We assist agencies in defining and assessing their core capabilities and in developing cost-effective options for satisfying their noncore requirements. We design and implement knowledge management programs.

♦ Determination of Staffing Requirements: We help agencies estimate and optimize their staffing requirements. Staffing requirement initiatives include, but are not limited to, competency modeling, workforce planning, BRAC assessments and implementation, recruiting requirements and recruiting events management.

♦ Performance- Based Compensation, Evaluation, and Reward and Recognition Systems:

We assist agencies in assessing and improving their compensation, evaluation, and reward and recognition systems to achieve high employee motivation and performance.

♦ Development Assessments: We help agencies in implementing 360 assessment instruments and diagnostic tools such as Myers-Briggs assessments in concert with their team-building processes.

Process Management

Process management involves a well-conceived design, continuous evaluation and improvement, key linkages (particularly with suppliers and partners), and an ability to adapt quickly to changing requirements. The goal of more efficient and effective process management is better performance from both the customer’s and organization’s perspectives.

In helping organizations improve their processes, we make use of Malcolm Baldrige National Quality Award criteria, the President’s Award for Quality criteria, International Organization for Standardization (ISO) standards, Lean Six Sigma, and a variety of other tools to analyze the subject processes and identify areas needing improvement. We offer the following process management-oriented services:

♦ Business and Financial Process Improvement and Reengineering: We assist agencies in reengineering their business and financial processes to meet strategic objectives.

♦ Process Flow Analyses: We help agencies understand and improve their processes by conducting process flow and value-added analyses.

♦ Planning and Implementing ISO 9000 and ISO 14000: We provide agencies with a full range of assistance so they can become ISO 9000 and ISO 14000 certified.

♦ Streamlining Source Selection and Evaluation: We help agencies design and apply streamlined procurement strategies that are effective and efficient.

♦ Process Improvement Using Electronic Commerce: We advise agencies about using electronic commerce techniques to eliminate burdensome paperwork when reengineering their business processes.

♦ Programming and Budget Planning Processes: We help agencies understand government planning and budgeting processes, and we formulate strategies for using those processes to support needed improvements.

♦ Process Performance Reviews: We assist agencies in identifying process improvement opportunities.

♦ Process Management and Control: We assist agencies in managing and controlling their processes by designing performance measurement systems, statistical process controls, and effective feedback mechanisms.

September 2016

Business Results

Business results are the fruits of an organization’s labors to improve. We provide our clients with advice and counsel in interpreting those results, analyzing the systems that produced them, and developing action plans to further improve business activities. We offer the following business results services:

♦ Change Management and Implementation: We advise agencies in identifying the need for organizational changes, developing the needed changes, and assisting in their implementation.

♦ Regulatory Analysis and Compliance Reviews: We help agencies navigate through governing regulations and satisfy all associated compliance reviews.

♦ Financial and Market Analyses: We provide agencies with a full range of financial and market analyses.

♦ Process Modeling and Simulation: We help agencies perform all types of modeling and simulation activities that are required to evaluate alternative business practices, organizational structures, and operating techniques.

Outsourcing and Privatization Services

We offer consulting services in support of government agency requirements to perform business process reviews of functions that have been traditionally viewed as inherently governmental or commercial activities. We always tailor these services to meet the client’s goals for privatization and outsourcing responsibilities for all or part of selected functions.

We offer a full range of outsourcing and privatization support services, including the following:

♦ Developing management plans for identifying and assigning priorities to privatization opportunities

♦ Conducting feasibility studies

♦ Developing or assessing performance-based statements of work

♦ Analyzing existing operations and recommending “most efficient organizations” (MEOs)

♦ Developing performance metrics for MEOs or privatized operations

♦ Developing quality assurance surveillance plans

♦ Supporting and documenting the conduct of OMB Circular A-76 studies

♦ Developing in-house government cost estimates

♦ Assisting in the source selection of nongovernmental bidders

♦ Developing activity-based workload and cost data.

Training Services

We offer a variety of MOBIS-related training services. Our standard courses are intended for agencies beginning improvement efforts (see table below). In contrast, our custom-designed courses are developed on a case-by-case basis in consultation with agencies that are further along in their improvement efforts and require more tailored training. The details of all custom-designed courses are negotiated separately with each client.

We believe that all training should be directed toward achieving specific business and organizational objectives and that the planning to satisfy an organization’s training requirements should be an integral part of the improvement planning process. Consequently, we establish a link between our consulting and training services to ensure we train the right people, at the right time, for the right reasons. We also embrace a just-in-time training philosophy to ensure that our clients receive the maximum benefit from their training investments.

Facilitation Services

Our staff has facilitated a wide variety of improvement teams and group processes for many government agencies. We generally provide facilitation services as an integral part of our broader MOBIS efforts. Our facilitators understand and apply classic facilitation techniques and tools; they also have a professional understanding of the issues and subject matter being addressed.

Facilitation has three important facets. First, it improves group effectiveness by keeping the group focused on the specific issues under consideration. Second, it highlights the many different concerns of the members of the group that, if not effectively managed, can impede progress of the group as a whole. Third, it raises the level of understanding and participation of all members of the group to achieve the best solutions for the organization. The role of our facilitators is to help groups improve the process of communicating in a manner consistent with free and informed choice, consensus building, and internal commitment. Our facilitators use a variety of decision-making tools to achieve consensus on a range of issues from highly technical to routine daily decisions, providing stakeholder debriefings, draft and final reports, and recording discussion content. We offer the following facilitation services:

♦ Executive- Level Facilitation and Support: We facilitate executive-level teams, such as leadership, management, steering groups, and quality management boards, in guiding organizational improvement initiatives.

♦ Process Improvement Facilitation and Support: We facilitate process-oriented teams— including quality action and process improvement teams, and functional and self-directed work groups—to achieve high-performance teamwork.

♦ Cross- Functional Facilitation and Support: We facilitate cross-functional groups, such as integrated product teams, multifunction work groups, and employee-integrated teams, to break down barriers, reach consensus, and agree on mutually beneficial outcomes.

♦ Interagency Committee, Task Group, Board, and Steering Group Support: As a nonprofit organization dedicated to improving public-sector management, we are particularly skilled at facilitating interagency groups dealing with sensitive and complex issues (such as the National Defense Panel, Quadrennial Review, Defense Reform Initiative, Base Realignment and Closure Commission, Commission on Roles and Missions of the Armed Forces, and Information Technology Board).

Standard Training Courses

♦ Leadership Assessment ♦ Strategic Planning ♦ Survey Methods ♦ Activity- Based Costing ♦ Business Continuity/Disaster Recovery (BCDR) ♦ Continuity of Operations (COOP) ♦ Lean Six Sigma (LSS)

September 2016

Survey Services

Our survey instruments and procedures routinely yield meaningful, high-quality data. They also are geared toward providing organizations with sufficient quantitative data and comment information to reliably gauge performance throughout their processes, to target areas most in need of improvement, and to suggest possible solutions for further consideration by project improvement teams. We offer the following survey services:

♦ OMB Approval of Data Collection Instruments: We guide agencies through the regulatory process for their surveys that require Office of Management and Budget (OMB) approval.

♦ Survey Requirements Determination: We assist agencies in assessing their survey needs.

♦ Survey Planning: We help agencies plan their survey efforts to achieve high-quality results within their budget and schedule constraints.

♦ Survey Sample Design: We help agencies define their sampling requirements and select their samples to ensure accurate, reliable results.

♦ Sampling Requirements Assessment: We assist agencies in determining the characteristics of their target populations to ensure use of the most efficient sample designs.

♦ Survey Instrument Design, Development, and Testing: We help agencies create survey instruments that yield meaningful results for organizational improvements.

♦ Survey Instrument Assessment and Improvement: We assist agencies in evaluating and improving survey instruments to achieve maximum survey effectiveness.

♦ Survey Administration: We assist agencies in conducting surveys to obtain meaningful results and high response rates.

♦ Survey Data Management: We help agencies process and manage survey data to ensure efficient processing and high-quality data entry.

♦ Statistical Analyses of Survey Results: We assist agencies in analyzing survey data to yield useful and reliable statistical results.

♦ Evaluating, Interpreting, and Focusing Results for Improvement: We help agencies interpret, understand, and focus their survey results to achieve the most effective improvement strategies.

♦ Survey Results Briefing and Report Development: We assist agencies in documenting survey results and optimizing improvement responses through effective communications.

♦ Improvement Strategy Development: We help agencies craft improvement strategies based on the results of their surveys.

September 2016

SIN 874-4

Training Services: Instructor Led Training, Web

Based Training Web Based Training and Education Courses, Course Development and Test Administration, Learning Management, Internships LMI offers a full range of course development and training services, including instructor-led training, technology-based training, hybrid training, job aids, course development, simulations, and learning management systems needed by government agencies to improve mission performance and to support their goals now and in the future. We offer general leadership and core training, as well as training specific to functional subject matter. Each course has a defined title; a defined length of time (hours, days, semesters, etc.); a syllabus, table of contents, or some other description of the material to be taught; and a list of materials included (books, pamphlets, software, etc.).

LMI’s approach to training follows the Analyze, Design, Develop, Implement, Evaluate (ADDIE) instructional systems design model as the technical framework for training development projects. The ADDIE model determines the sequence and timing of activities for developing learning strategies, media, technologies, and materials.

We start with a front-end requirements analysis and diagnostics. Requirements analysis is a critical first step of any instructional project, providing a comprehensive evaluation of the client’s training needs. It focuses the design team’s attention on identifying the objectives of the business, program, and learning to be addressed by the instructional program and materials.

The analysis also ensures that we identify important contextual information, including target population characteristics, work environment and tools, professional standards, and performance requirements. We use different tools for this analysis, including written questionnaires to job incumbents; in-person interviews and focus groups with incumbents, managers, and subordinates; on-the-job observation of job performers and their performance tools; and review of performance data and procedural documentation.

Requirements analysis is followed by innovative solution design. The design of instructional programs and materials is driven by the findings in the previous analysis and diagnostics phase.

The team prepares an instructional design document addressing the data and insights gathered and recommending the types of instructional products to be developed. The design document also defines the instructional media, methods, and materials to be developed. Storyboards are typically included. We design informational and instructional products in a range of media, including print, web, video, and interactive multimedia learning simulations, depending on the findings of the requirements analysis.

Next, LMI develops solutions. The development phase focuses on building the instructional product using the specifications in the design document. This phase may include developing and integrating content, video and other media, and visual assets (such as illustrations, photographs, and animations). We put the instructional products through a number of testing phases, revising the products after each round of testing. Alpha testing is generally an internal test of the functionality of technology-based products. For instructor-led instructional materials, it may consist of a content review of the materials by subject matter experts. Beta testing involves user acceptance.

The learning solutions are then implemented in a full production work environment. Depending upon the evaluation method used, data may be collected upon completion of the training or as a

September 2016 follow-up to measure changes in job performance. We work closely with clients to ensure that solutions are implemented properly, which is especially important for technology products that require specific interfaces and configurations to function properly.

Finally, LMI evaluates the training programs. Evaluation can include learner satisfaction, learning achievement, improved job performance, and improved program or organizational performance.

The evaluation strategy and metrics are defined during the design phase of the project. We prepare data collection methods and instruments during the development phase of the project.

SIN 874-6

Acquisition Management Support

We offer consulting services that enhance the ability of agencies to acquire goods or services, or award grants or cooperative agreements. Such services may be in the form of analyses leading to process improvements; development or upgrading of guidebooks, handbooks, policies or standard operating procedures; applying benchmarking and commercial best practices to reform the way government acquires goods and services, deals with suppliers, and trains its acquisition workforce; and development of tools to assist the acquisition and grants management workforce.

We also offer consulting services in support of government agency requirements to perform business process reviews of functions that have been traditionally viewed as inherently governmental or commercial activities. We always tailor these services to meet the client’s goals for privatization and outsourcing responsibilities for all or part of selected functions. These services complement those we offer under Consulting Services. In support of competitive sourcing, we provide strategic market research to obtain critical data and information for their use in the development of sourcing strategies. Through market research we collect, organize, maintain, analyze, and present data and other information. This research enables agencies to achieve the best value acquisition of products, services and technology through competitive sourcing.

We offer a full range of privatization support services, including the following:

♦ Developing management plans for identifying and assigning priorities to privatization opportunities

♦ Conducting feasibility studies

♦ Developing or assessing performance-based statements of work

♦ Analyzing existing operations and recommending “most efficient organizations” (MEOs)

♦ Preparing performance metrics for MEOs or privatized operations

♦ Developing quality assurance surveillance plans

♦ Supporting and documenting the conduct of OMB Circular A-76 studies

♦ Developing in-house government cost estimates

♦ Assisting in the source selection of nongovernmental bidders

♦ Developing activity-based workload and cost data.

September 2016

SIN 874-7

Integrated Business Program Support Services

We have extensive experience assisting public-sector clients in the management, integration, and oversight of their programs. As a nonprofit organization dedicated to supporting public agencies for more than 40 years, we have a thorough understanding of government operations and missions.

We utilize a top-down approach in providing program integration and project management services to our clients. We begin by defining program goals and objectives, and developing strategies to achieve them. For selected strategies, we develop implementation plans and establish performance measures for evaluating their effectiveness. Our goal is to provide a framework for managing organizational changes in an orderly manner without disrupting the ongoing operations of the organization.

As the figure below shows, we assist clients throughout all phases of the program life cycle— from concept development through evaluation and oversight of program operations. We combine management and technical expertise with a strong business focus to help our clients manage their programs efficiently and effectively, and maintain their focus when business or technological changes cause requirements to shift rapidly. Our capabilities are spread across three major areas: planning, implementation, and acquisition.

Program Integration/Management Capabilities

Effective planning is the most important way to minimize future risk and ensure that programs and systems are completed on time and within budget. To ensure that our program planning support is effective, we offer a full range of services, including the following:

♦ Developing effective program strategies using our knowledge of public- and private-sector best practices

♦ Conducting benchmarking to identify opportunities for reducing program costs and improving performance

♦ Preparing comprehensive cost-benefit analyses, analyses of alternatives, and business cases (including OMB 300s) to predict whether financial goals can be met

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♦ Developing acquisition strategies and business plans that support corporate strategies and address technical, management, and cultural issues that could affect the acquisition

♦ Devising training, test and evaluation, and implementation plans that account for resource and schedule constraints as well as technical risks

♦ Monitoring and assessing prototype and pilot systems to determine whether and when those systems should be implemented in the field

♦ Developing enterprise architectures to streamline business processes and guide IT investment decisions

♦ Providing portfolio management and capital planning and investment control services.

We apply business process reengineering techniques and organizational change management processes to help agencies integrate program changes systematically and efficiently. We also develop and implement training programs that focus on the cultural implications of new programs and how those programs will affect existing agency practices.

Equally important is oversight and evaluation of programs to ensure that the programs’ goals and objectives are being achieved effectively. When evaluating program operations, we

♦ establish and use performance measures and earned value management to evaluate program performance and effectiveness, and identify opportunities for improvement;

♦ conduct program integration/management reviews, risk assessments, and independent verification and validation studies of ongoing programs to mitigate risks, identify lessons learned, and reduce costs; and

♦ provide information assurance, security, and privacy impact assessment to protect sensitive information.

Our professional staff has extensive experience in supporting successful program implementations. We have applied our program integration/management expertise to governmental operations, construction projects, environmental remediation efforts, and technology programs. We also provide independent assessments of key implementation tasks such as installation and training.

Finally, we assist clients in improving business processes and assessing the impact of new technologies on business operations. Typically, our efforts require the integration of technical, cost, and schedule information and involve coordination with key members of several organizational departments. We form business partnerships with our clients to support successful planning, acquisition, and implementation of new programs.

Description of Functional Expertise for Mission Oriented Business Integrated Services

Mission Oriented Business Integrated Services (MOBIS) – SINs 874-1, 874-4, 874-6, 874-7

LMI staff has functional expertise in all areas covered by MOBIS including: Integrated Consulting Services, Training Services, Instructor Led Training, Web Based Training Web Based Training and Education Courses, Course Development and Test Administration, Learning Management, Internships, Acquisition Management Support, and Integrated Business Program Support Services. More detailed descriptions of our expertise in each of those areas follow.

Integrated Consulting Services

September 2016

Our staff has functional expertise in a broad array of management consulting services described below.

♦ Management or strategy consulting

• Organizational assessment and design

• Managing cultural change

• Organizational transformation

• Assessment of economic and financial feasibility of strategic plans

• Implementation of strategic plans

• Assessment of capital asset and facility planning and utilization

• Assessment of technology opportunities

• Formulation of acquisition strategies

♦ Program planning, audits, and evaluations

• Market analysis and customer service standards

• Quality management implementation

• Risk assessments

♦ Studies, analyses, scenarios, and reports relating to an agency's mission-oriented business programs or initiatives, such as defense studies, tabletop exercises or scenario simulations, educational studies, regulatory or policy studies, health care studies, economic studies, and preparedness studies

♦ Executive/management coaching services

♦ Customized business training as needed

♦ Policy and regulation development assistance

♦ Advisory and assistance services in accordance with FAR 37.203

♦ Information analysis

• Economic and value-added analyses

• Knowledge of statistical methods

• Information strategies and systems for process improvement.

• Activity-based costing

• Benchmarking and best practices

• Strategies for integrated information management

• Decision support and executive information systems

♦ Human capital management improvement.

Facilitation Services

♦ We have expertise in the following areas.

♦ Executive-level facilitation and support

♦ Leading or facilitating group briefings and discussions, enabling focused decision-making

♦ Recording discussion content and related facilitation support services

September 2016

♦ Debriefing stakeholders

♦ Preparing and providing draft and final reports relating to the facilitated issues

♦ Defining, refining, and resolving disputes, disagreements, and divergent views.

Survey Services

Our staff has the following functional expertise for planning, conducting and analyzing surveys.

♦ Survey approval process

♦ Survey planning, design, and development

♦ Pretest/pilot surveying

♦ Assessing reliability and validity of data

♦ Conducting/administering surveys

♦ Analyses of quantitative and qualitative survey data

♦ Production of reports related to the survey

♦ Briefings of results to stakeholders.

Training Services: Instructor Led Training, Web Based Training Web Based Training and Education Courses, Course Development and Test Administration, Learning Management, Internships

Our custom-designed courses are developed on a case-by-case basis in consultation with agencies that are further along in their improvement efforts and require more tailored training.

Our staff combines expertise in developing training materials with expertise in consulting and specific disciplines such as activity-based costing. Our training staff also has expertise in the following areas.

♦ Customer service

♦ Performance measurement and benchmarking

♦ Quality standards development

♦ Problem solving techniques.

Acquisition Management Support

Our staff has the expertise to offer a full range of acquisition support services, including the following:

♦ Acquisition planning assistance, including market research and recommending procurement strategy

♦ Developing acquisition documents including cost/price estimates

♦ Quality assurance surveillance plans

♦ Developing statements of work, synopses, solicitations

♦ Developing or assessing performance-based statements of work

♦ Expert assistance in supporting proposal evaluations, including price/cost analysis or technical proposal analysis

♦ Contract administration support services, including assistance with reviewing con-tractor performance

September 2016

♦ Competitive Sourcing support, including OMB Circular A-76 studies

♦ Strategic sourcing studies, privatization studies, public-private partnerships

♦ Federal Activities Inventory Reform (FAIR) Act studies

♦ Developing activity-based workload and cost data.

Integrated Business Program Support Services

We possess expertise in all phases of the program life cycle—from concept development through evaluation and oversight of program operations. Staff functional expertise covers the following areas.

♦ Project leadership and communications with stakeholders

♦ Project planning and scheduling

♦ Earned value management support

♦ Project management, including performance monitoring and measurement

♦ Reporting and documentation associated with project/program objectives

♦ Stakeholders briefings, participation in required meetings, and related project support services

♦ Program integration services

♦ Project close-out services

♦ Independent verification and validation.

LOGWORLD

September 2016

Our Services and Products:

Logistics Support Services

(LOGWORLD)

The following describes the logistics services we provide under the GSA Professional Services Schedule contract.

SIN 874-501

Supply and Value Chain Management Services

Our staff specializes in enhancing the performance of government agencies’ supply and value chains. We assist our clients with all aspects of planning, developing, implementing, acquisition, and managing supply and value chain solutions. We help clients assess the best combination of resources to optimize the effectiveness and efficiency of their supply chain operations. We use analytical models, computer simulations, advanced technologies, benchmarks, case studies, business process reengineering, and best practices to reduce costs and improve customer satisfaction in the following areas:

♦ Supply chain assessment and consultation. We evaluate supply chain infrastructure, information, and performance using a variety of structured tools such as the Integrated Supply Chain Performance Assessment, I-PASS© and the Defense Sustainment Chain Operational Readiness Evaluator, D-SCORE ©. We assist clients with developing strategic plans and performance measures. We simulate complex supply chain systems to evaluate alternatives for improvement. We specialize in applying mathematics, statistics, engineering, and operations research, along with information technology, to solve supply chain problems.

♦ Maintenance management consultation. We evaluate repair and production resources, organization, processes and schedules. We determine the best level of repair and evaluate maintenance capabilities for depot, intermediate, and unit locations. We advise on managing electronic technical manuals, drawings, and related information. We formulate new maintenance concepts and reengineer maintenance processes, making extensive use of best practices from the private and public sectors. We assess policy and procedures that define and govern maintenance operations.

♦ Inventory management consultation. We employ demand forecasting and inventory theory in analytical models and computer simulations to compute inventory requirements, monitor consumption, and allocate resources for storage locations under both routine and surge conditions. For example, our ASM® readiness-based spares model determines the optimal inventory requirements for systems ranging from aircraft to ground vehicles to space stations. The model provides spares procurements, annual budgets, and system availability under a various scenarios, maintenance strategies, and operations.

♦ Asset or property visibility and management consultation. We assist with planning and implementing systems for increasing supply chain asset visibility. By increasing visibility, our clients can reduce costs, respond to customers’ needs, use scarce assets more effectively, and instill customer confidence in the processing of orders while complying with regulations.

♦ Vendor/acquisition management consultation. We help logistics organizations decrease the cost and lead-time of procuring, while increasing delivery service to the end customer.

We develop sourcing policies (including outsourcing and using third-party logistics providers)

September 2016 and evaluate relations with suppliers, repair sources, and carriers. We advise about prime vendor programs, vendor-managed inventories, Internet ordering, electronic malls, and on-line catalogs.

♦ System modernization consultation. We help government organizations remain competitive by improving their use of supply chain automation and updating their legacy information systems. We assist with replacing outdated systems with appropriate technology such as manufacturing resource planning (MRPII) systems, enterprise resource planning (ERP) systems, and advanced supply chain planning systems to improve supplier and customer management. We help introduce advanced technologies, such as the use of automated tools to improve source selection, evaluate commercial off-the-shelf software (COTS), identify obstacles to using the software, and evaluate system performance following installation.

♦ Expansion and consolidation studies. We advise about supply chain resources, distribution requirements, production capacities, and channel interfaces. We use models to evaluate supply chain infrastructure requirements and track how changes in supply chain resources affect costs and customer satisfaction.

♦ Logistics strategic planning consultation. We assist clients with development, integration, and implementation of strategic plans that include logistics business process improvement, program assessment, and…