MAS - Federal Management Systems, Inc. - GS00F035CA

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Attached to
Federal Supply Schedule GS00F035CA Federal contract IDV
Contract number
GS00F035CA
Issued by
GSA Federal Acquisition Service

About this file

Products and Services:

  • Information Technology Professional Services
  • Management and Financial Consulting
  • Acquisition and Grants Management Support
  • Business Program and Project Management Services
  • Auditing Services
  • Risk Assessment and Mitigation Services
  • Payroll Services
  • Budget and Financial Management Services
  • Financial Advising, Loan Servicing and Asset Management Services
  • Professional and Management Development Training
  • Flight Training
  • Order-Level Materials (OLM)

Location:

  • The products and services are to be delivered domestically only. The point of production is the same as the company address.

Dates:

  • The contract period is from February 6, 2020, to February 5, 2025. The time of delivery is to be determined at the Task Order level.

People:

  • The contractor is Federal Management Systems, Inc. located at 462 K Street, NW, Washington, DC 20001 2531.
  • The point of contact is Aubrey A. Stephenson, who is in charge of Contract Administration.
  • The company is a small, veteran-owned business.

Federal Management Systems, Inc. Pricelist and/or Vendor Terms and Conditions for GS00F035CA, a Federal Supply Schedule awarded to Federal Management Systems, Inc., under The Professional Services Schedule (PSS)

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Schedule for: Multiple Award Schedule

Federal Supply Group: Professional Services

Contract Number: GS00F035CA

For more information on ordering from Federal Supply Schedules go to the GSA

Schedules page at GSA.gov

Contract Period: February 6, 2025 – February 5, 2030

Price list current as of Modification: PS-0023 effective December 20, 2024

Contractor: Federal Management Systems, Inc.

462 K Street, NW

Washington, DC 20001 2531

Business Size: Small, Veteran Owned Business

Telephone: (202) 842-3003

FAX Number: (202) 829-4470

Web Site: www.fmshq.com

E-mail: astephenson@fmshq.com

Contract Administration: Aubrey A. Stephenson

GENERAL SERVICES ADMINISTRATION

Federal Supply Service

Authorized Federal Supply Schedule Price List

On-line access to contract ordering information, terms and conditions, up-to-date pricing, and the option to create an electronic delivery order is available through GSA Advantage!, a menu-driven database system. The INTERNET address for GSA Advantage! is:

GSAAdvantage.gov.

http://www.fmshq.com/ mailto:astephenson@fmshq.com https://fmshqdps-my.sharepoint.com/personal/obest_fmshq_com/Documents/CONTRACTS%20-%20Current/Contract%20vehicles/GSA%20Schedules/Consolidated%20Schedule/Catelog/Rejection%20No.%202/GSAAdvantage.gov.

CUSTOMER INFORMATION:

1a. Table of Awarded Special Item Number(s) with appropriate cross-reference to page numbers:

SIN SIN Title SIN Description Page

54151S Information Technology Professional

Services

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

541611 Management and Financial Consulting, Acquisition and Grants Management

Support, and Business Program and

Project Management Services

Provide operating advice and assistance on administrative and management issues. Examples include: strategic and organizational planning, business process improvement, acquisition and grants management support, facilitation, surveys, assessment and improvement of financial management systems, financial reporting and analysis, due diligence in validating an agency’s portfolio of assets and related support services, strategic financial planning, financial policy formulation and development, special cost studies, actuarial services, economic and regulatory analysis, benchmarking and program metrics, and business program and project management.

Inherently Governmental services as identified in FAR 7.503 or by the ordering agency are prohibited. It is the responsibility of the Contracting Officer placing the order to make this determination. Ordering activities must require prospective contractors to identify potential conflicts of interest and address those, prior to task order award. Personal services as defined in FAR 37.104 are prohibited.

541211 Auditing Services Perform financial-related audits, performance audits, recovery audits, transportation audits, and contract audits in accordance with Generally Accepted Government Auditing Standards

(GAGAS) and non-GAGAS. Perform an independent assessment of an audited entity's financial statements in conformity with generally accepted accounting principles, financial information, adherence to financial compliance requirements and internal controls, or organization or program performance to identify areas for improvement.

Recovery audits: identify recoverable funds resulting from overpayments, duplicate payments and underpayments under the authority of public law and regulation, e.g., Section 354 of the

National Defense

Authorization Act for FY 96 (Public Law 104-106; 110 Stat. 268; 10 U.S.C. 2461).

Transportation audits: perform administrative reviews and rate examinations on prepayment and post payment transportation bills to ensure accuracy, completeness, and compliance with established rates, tariffs, quotations, agreements, tenders or other applicable rate authority.

Note: Inherently Governmental services as identified in the Federal Acquisition Regulation

(FAR) 7.503 or by the ordering agency are prohibited under this SIN. It is the responsibility of the Contracting Officer placing the order to make this determination. Ordering activities must require prospective contractors to identify potential conflicts of interest and address those, prior to task order award.

541990RISK Risk Assessment and Mitigation

Services

Services include: breach mitigation and analysis/forensic services, the deployment of financial risk assessment and mitigation strategies and techniques; improvement of capabilities through the reduction, identification, and mitigation of risks; detailed risk statements, risk explanations and mitigation recommendations; design and development of new business applications, processes, and procedures in response to risk assessments; and ensuring compliance with governance and regulatory requirements. Under this SIN, firms can also assist the Ordering

Agency with preventive measures in protecting Personally Identifiable Information (PII) and

Protected Health Information (PHI) through the evaluation of threats and vulnerabilities to PII and PHI type of information; training of Government personnel on how to prevent data breaches and identity theft; vulnerability assessments; privacy impact and policy assessments;

review and creation of privacy and safeguarding policies; prioritization of threats; maintenance and demonstration of compliance; and evaluation and analysis of internal controls critical to the detection and elimination of weaknesses to the protection of PII and PHI type of information.

541214 Payroll Services Services include those that an agency identifies as recurring commercial activities such as billing, payroll processing that includes collecting information on hours worked, pay rates, deductions, and other payroll-related data using that information to generate paychecks, payroll reports, and tax filings. These establishments may use data processing and tabulating techniques as part of providing their services.

541219 Budget and Financial Management

Services

Services include accounting, budgeting, and complementary financial services such as:

transaction analysis, transaction processing, data analysis and summarization, technical assistance in devising new or revised accounting policies and procedures, classifying accounting transactions, special studies to improve accounting operations, assessment and improvement of budget formulation and execution processes, special reviews to resolve budget formulation or budget execution issues, and technical assistance to improve budget preparation or execution processes.

522310 Financial Advising, Loan Servicing and Asset Management Services

Services include assisting agencies on cross-cutting issues, asset marketability, equity monitoring, originations, and addressing any other considerations regarding the acquisition, management and/or resolution of an asset; assisting agencies in servicing, monitoring and maintaining loan assets such as establishing loan database, remittance processing, processing loan cancellations and consolidations, billing services, and servicing troubled loans which may include borrower negotiations, restructuring, foreclosure and supervision of the sale of the collateral and workout agreements.

611430 Professional and Management

Development Training

Services include offering an array of short duration courses and seminars for management and professional development. Training for career development may be provided directly to individuals or through employers' training programs, and courses may be customized or modified to meet the special needs of customers. Instruction may be provided in diverse settings, such as the establishment's or agency’s training facilities, and through diverse means, such as correspondence, television, the Internet, or other electronic and distance-learning methods. The training provided may include the use of simulators and simulation methods.

Examples include Training Services that are instructor led Training or Web Based Training of

Education Courses, Course Development and Test Administration, Learning Management, and

Internships; Environmental Training Services in order to meet Federal mandates and Executive

Orders; training of agency personnel to deal with media and media responses; Logistics

Training Services related to system operations, automated tools for supply and value chain management, property and inventory management, distribution and transportation management, and maintenance of equipment and facilities; Audit & Financial training services related to course development and instruction required to support audit, review, financial assessment and financial management activities.

Any firm offering Defense Acquisition Workforce Improvement Act (DAWIA) and Federal

Acquisition Certification in Contracting (FAC-C) Training for Acquisition Workforce

Personnel will include an identify only DAWIA and FAC-C courses that have been deemed

DAU equivalent or approved by the Federal Acquisition Institute (FAI).

NOTE: In accordance with OMB Policy Letter 05-01, civilian agencies must follow the course equivalency determinations accepted by the Defense Acquisition University (DAU) to ensure that core training is comparable across the workforce and qualifies for certification. When procuring FAC-C and DAWIA training for the audience identified below, the task order level

Contracting Officer shall confirm that the courses being acquired are listed on one of the following websites: https://www.fai.gov/drupal/certification/verified-contracting-course-vendor-listing OR http://icatalog.dau.mil/appg.aspx (click on commercial vendors). Training Audience – Acquisition professionals interested in completing FAC-C or DAWIA

611512 Flight Training Includes aviation and flight training 8

OLM Order-Level Materials (OLM) OLMs are supplies and/or services acquired in direct support of an individual task or delivery order placed against a Schedule contract or BPA. OLM pricing is not established at the

Schedule contract or BPA level, but at the order level. Since OLMs are identified and acquired at the order level, the ordering contracting officer (OCO) is responsible for making a fair and reasonable price determination for all OLMs.

OLMs are procured under a special ordering procedure that simplifies the process for acquiring supplies and services necessary to support individual task or delivery orders placed against a

Schedule contract or BPA. Using this new procedure, ancillary supplies and services not known at the time of the Schedule award may be included and priced at the order level.

OLM SIN-Level Requirements/Ordering Instructions:

OLMs are:

- Purchased under the authority of the FSS Program

- Unknown until an order is placed

- Defined and priced at the ordering activity level in accordance with GSAR clause 552.238-

7,8 http://www.fai.gov/drupal/certification/verified-contracting-course-http://www.fai.gov/drupal/certification/verified-contracting-course-http://icatalog.dau.mil/appg.aspx

115 Special Ordering Procedures for the Acquisition of Order-Level Materials. (Price analysis for OLMs is not conducted when awarding the FSS contract or FSS BPA;

therefore, GSAR

- 538.270 and 538.271 do not apply to OLMs)

- Only authorized for use in direct support of another awarded SIN.

- Only authorized for inclusion at the order level under a Time-and-Materials (T&M) or

Labor- Hour (LH) Contract Line Item Number (CLIN)

- Subject to a Not To Exceed (NTE) ceiling price

OLMs are not:

- "Open Market Items."

- Items awarded under ancillary supplies/services or other direct cost (ODC) SINs (these items are defined, priced, and awarded at the FSS contract level)

OLM Pricing:

- Prices for items provided under the Order-Level Materials SIN must be inclusive of the

Industrial Funding Fee (IFF).

- The value of OLMs in a task or delivery order, or the cumulative value of OLMs in orders against an FSS BPA awarded under an FSS contract, cannot exceed 33.33%.

NOTE: When used in conjunction with a Cooperative Purchasing eligible SIN, this SIN is Cooperative Purchasing Eligible.

1b.

Identification of the lowest priced model number and lowest unit price for that model for each special item number awarded in the contract. This price is the Government price based on a unit of one, exclusive of any quantity/dollar volume, prompt payment, or any other concession affecting price.

Those contracts that have unit prices based on the geographic location of the customer, should show the range of the lowest price, and cite the areas to which the prices apply. See page 7

1c.

If the Contractor is proposing hourly rates a description of all corresponding commercial job titles, experience, functional responsibility, and education for those types of employees or subcontractors who will perform services shall be provided. See page

2. Maximum Order: $ 1,000,000

3. Minimum Order: $ 100

4. Geographic Coverage (delivery Area): Domestic only

5. Point(s) of production (city, county, and state or foreign country): Same as company address

6. Discount from list prices or statement of net price: Government net prices (discounts already deducted). See pages

7.

Quantity discounts: Additional discount of 0.5% for orders exceeding $1 million but less than $2 million and 1% for orders of $2 million or more

8.

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 (list items by country of origin): Not Applicable

10a. Time of Delivery (Contractor insert number of days): To Be Determined at the Task Order level

10b.

Expedited Delivery. Items available for expedited delivery are noted in this price list. To Be Determined at the Task Order level

10c. Overnight and 2-day delivery. To Be Determined at the Task Order level

10d. Urgent Requirements. To Be Determined at the Task Order level

11. F.O.B Points(s): Destination

12a. Ordering Addresses(s): Same as Contractor

12b. Ordering procedures: For supplies and services, the ordering procedures, information on Blanket Purchase Agreements (BPA’s) are found in Federal Acquisition Regulation (FAR) 8.405-3.

13. Payment addresses(s): Same as company address

14. Warranty provision: Contractor’s standard commercial warranty.

15. Export Packing Charges (if applicable): Not Applicable

16. Terms and conditions of rental, maintenance, and repair (if applicable): Not Applicable

17. Terms and conditions of installation (if applicable): Not Applicable

18a. Terms and conditions of repair parts indicating date of parts price lists and any discounts from list prices (if applicable):

Not Applicable

18b. Terms and conditions for any other services (if applicable): Not Applicable

19. List of service and distribution points (if applicable): Not Applicable

20. List of participating dealers (if applicable): Not Applicable

21. Preventive maintenance (if applicable): Not Applicable

22a Special attributes such as environmental attributes (e.g., recycled content, energy efficiency, and/or reduced pollutants).:

N/A

22b.

If applicable, indicate that Section 508 compliance information is available on Electronic and Information Technology

(EIT) supplies and services and show where full details can be found (e.g. contactor’s website or other location.) The EIT standards can be found at: www.Section508.gov/. : N/A

23. Unique Entity ID (UEI) number: ZEXGBPNGNJL9

24. Notification regarding registration in System for Award Management (SAM) database: FMS SAM is current as of August 5, 2025.

Pricing: Awarded labor categories, training courses and prices are listed below (Position descriptions and course descriptions are at the end of this document); the awarded prices include the required .75% Industrial Funding Fee.

http://www.section508.gov/

SIN Awarded Labor Category Site

Year 11 Year 12 Year 13 Year 14 Year 15

02/06/2025 02/06/2026 02/06/2027 02/06/2028 02/06/2029

To To To To To

02/05/2026 02/05/2027 02/05/2028 02/05/2029 02/05/2030

541611, 541211, 541990RISK

541214, 541219, 522310

Project Director Customer $189.25 $193.32 $197.48 $201.72 $206.06

Project Manager Customer $169.86 $173.51 $177.24 $181.05 $184.94

Accountant/Budget Analyst/

Management Analyst I Customer $90.76 $92.72 $94.71 $96.75 $98.82

Accountant/Budget Analyst/

Management Analyst II Customer $101.22 $103.40 $105.62 $107.89 $110.21

Accountant/Budget Analyst/

Management Analyst III Customer $112.46 $114.88 $117.35 $119.87 $122.45

Accountant/Budget Analyst/

Management Analyst IV Customer $164.97 $168.51 $172.14 $175.84 $179.62

Accounting Technician Customer $64.92 $66.32 $67.75 $69.21 $70.70

Administrative Support Customer $74.63 $76.23 $77.87 $79.55 $81.26

Subject Matter Expert I Customer $230.68 $235.64 $240.71 $245.88 $251.17

Subject Matter Expert II Customer $241.67 $246.87 $252.18 $257.60 $263.14

Subject Matter Expert III Customer $283.52 $289.61 $295.84 $302.20 $308.70

Principal Consultant I Customer $329.04 $336.11 $343.34 $350.72 $358.26

Principal Consultant II Customer $356.33 $363.99 $371.82 $379.81 $387.97

541611 Project Director I Customer $190.88 $194.98 $199.17 $203.46 $207.83

541611 Project Director II Customer $210.73 $215.26 $219.89 $224.61 $229.44

541611 Project Manager Customer $171.30 $174.99 $178.75 $182.59 $186.52

541611 Senior Analyst Customer $110.20 $112.56 $114.98 $117.45 $119.98

541611 Analyst I Customer $72.85 $74.41 $76.01 $77.64 $79.31

541611 Analyst II Customer $91.51 $93.47 $95.48 $97.53 $99.63

541611 Sr. Project Specialist Customer $113.42 $115.86 $118.35 $120.90 $123.50

541611 Jr. Project Specialist Customer $91.51 $93.47 $95.48 $97.53 $99.63

541611 Sr. Accountant Customer $166.33 $169.90 $173.56 $177.29 $181.10

541611 Staff Accountant Customer $113.42 $115.86 $118.35 $120.90 $123.50

541611 Accountant Technician Customer $65.47 $66.88 $68.32 $69.79 $71.29

541611 Senior Auditor Customer $166.33 $169.90 $173.56 $177.29 $181.10

541611 Junior Auditor Customer $113.42 $115.86 $118.35 $120.90 $123.50

541611 Executive Business Consultant Customer $214.19 $218.79 $223.50 $228.30 $233.21

541611 Sr. Business Consultant Customer $158.49 $161.89 $165.37 $168.93 $172.55

541611 Business Consultant Customer $140.35 $143.37 $146.45 $149.60 $152.82

541611 Sr. Statistical/Operations

Research Analyst Customer $211.90 $216.45 $221.11 $225.86 $230.72

541611 Senior Trainer Customer $140.35 $143.37 $146.45 $149.60 $152.82

541611 Trainer Customer $110.20 $112.56 $114.98 $117.45 $119.98

541611 Administrative Support

Specialist I Customer $56.14 $57.35 $58.58 $59.84 $61.13

541611 Administrative Support

Specialist II Customer $76.08 $77.71 $79.39 $81.09 $82.83

541611 Administrative Support

Specialist III Customer $89.14 $91.05 $93.01 $95.00 $97.05

SIN Awarded Labor Category Site

Year 11 Year 12 Year 13 Year 14 Year 15

02/06/2025 02/06/2026 02/06/2027 02/06/2028 02/06/2029

To To To To To

02/05/2026 02/05/2027 02/05/2028 02/05/2029 02/05/2030

54151S Project Director Customer $163.49 $167.00 $170.59 $174.26 $178.01

54151S Project Manager Customer $144.83 $147.94 $151.12 $154.37 $157.68

54151S Systems Analyst, Senior Customer $78.34 $80.02 $81.74 $83.50 $85.29

54151S Systems Analyst, Junior Customer $70.81 $72.33 $73.88 $75.48 $77.10

54151S System Accountant Customer $162.22 $165.70 $169.27 $172.91 $176.62

54151S Application Developer Customer $152.08 $155.36 $158.70 $162.12 $165.60

54151S Sr. System Accountant Customer $201.76 $206.11 $210.54 $215.06 $219.69

54151S Data Stat./Operations Research

Analyst, Junior Customer $118.81 $121.37 $123.98 $126.65 $129.37

54151S Automated Fin./Accounting

Systems Specialist, Senior Customer $142.48 $145.54 $148.68 $151.87 $155.13

54151S Automated Fin./Accounting

Systems Specialist, Junior Customer $97.18 $99.26 $101.40 $103.58 $105.80

54151S Automated Fin./Accounting

Systems Tech Customer $51.50 $52.60 $53.73 $54.89 $56.07

54151S Automated Project Specialist, Junior Customer $89.15 $91.06 $93.02 $95.01 $97.06

54151S Automated Project Specialist, Senior Customer $106.10 $108.37 $110.70 $113.08 $115.51

54151S Automated Management

Analyst Customer $96.20 $98.27 $100.38 $102.54 $104.75

54151S Automated Management

Analyst, Senior Customer $107.30 $109.61 $111.97 $114.38 $116.84

54151S IT Principal Consultant I Customer $288.85 $295.05 $301.40 $307.88 $314.50

54151S IT Principal Consultant II Customer $401.37 $409.99 $418.81 $427.82 $437.02

54151S IT Subject Matter Expert I Customer $174.77 $178.53 $182.37 $186.29 $190.30

54151S IT Subject Matter Expert II Customer $208.76 $213.24 $217.82 $222.51 $227.29

SINs 611430, 611512

Year 11 Year 12 Year 13 Year 14 Year 15

2/6/2025 2/6/2026 2/6/2027 2/6/2028 2/6/2029 to to to to to

Course Title 2/5/2026 2/5/2027 2/5/2028 2/5/2029 2/5/2030

Emotional Intelligence $3,138.01 $3,205.47 $3,274.39 $3,344.79 $3,416.70

Managing Workforce Diversity $3,138.01 $3,205.47 $3,274.39 $3,344.79 $3,416.70

Preparing to Lead in 21st Century $7,943.60 $8,114.39 $8,288.85 $8,467.05 $8,649.10

Constructive Conflict Resolution $3,138.01 $3,205.47 $3,274.39 $3,344.79 $3,416.70

Development of Training Manuals $7,182.96 $7,337.40 $7,495.15 $7,656.30 $7,820.92

Root Cause Analysis (RCA) $3,138.01 $3,205.47 $3,274.39 $3,344.79 $3,416.70

Managing Data in the Workplace $3,138.01 $3,205.47 $3,274.39 $3,344.79 $3,416.70

Leadership Development $3,138.01 $3,205.47 $3,274.39 $3,344.79 $3,416.70

Business Administration & Management $3,138.01 $3,205.47 $3,274.39 $3,344.79 $3,416.70

Service Contract Act (SCA) Matrix

SCA Eligible Contract Labor Category SCA Equivalent Code Title WD Number

Accounting Technician 01011 Accounting Clerk I 2015-4281

Administrative Support Specialist I 01111 General Clerk I 2015-4281

Administrative Support Specialist II 01112 General Clerk II 2015-4281

Administrative Support Specialist III 01113 General Clerk III 2015-4281

The Service Contract Act (SCA) is applicable to this contract and it includes SCA applicable labor categories. The prices for the indicated (**) SCA labor categories are based on the U.S. Department of Labor Wage Determination

Number identified in the SCA matrix. The prices offered are based on the preponderance of where work is performed and should the contractor perform in an area with lower SCA rates, resulting in lower wages being paid, the task order prices will be discounted accordingly.

The referenced Wage Determination (WD) number is for the District of Columbia and surrounding counties and cities in Maryland and Virginia, dated 07/22/2024, Revision No.30, Wage Determination no.: 2015-4281.

SIN(s)

Awarded

Labor Category

Minimum

Education /

Certification

Level

Minimum

Years of

Experience

Position Description

541211, 541990RISK,

541214, 541219, 522310

Project Director Bachelors 10 Qualifications: The minimum qualification an undergraduate degree and ten (10) years of experience. The Project Director will have an undergraduate degree and or an advanced degree and at least ten years' experience in leading and providing technical direction to projects; a demonstrated ability to provide guidance and direction for multiple projects;

designing, implementing, and managing

Federal government financial and business management engagements; and the capability to manage multi-task projects of high complexity. The Project Director has professional certifications in fields of his or her expertise and possesses a mix of experience in financial management, accounting, budgeting, and cost estimating.

Major Functions: The Project Director provides primary interface with client management personnel regarding strategic issues. He or she directs the completion of projects within estimated time frames and budget constraints, coordinates efforts on tasks, and reviews work products for completeness and adherence to applicable regulations and customer requirements. The

Project Director also delivers, presents, and leads strategic level client meetings; performs day-to- day management of overall contract support operations involving multiple projects and groups of personnel at multiple locations.

Organizes, directs, and coordinates the planning and production of all contract support activities. Demonstrates written and oral communication skills and has authority and responsibility to identify and commit resources required to support customers.

541990RISK,

541214, 541219, 522310

Project Manager Bachelors 8 Qualifications: The minimum qualification for the Project Manager is an undergraduate degree and eight (8) years of experience. A

Project Manager will have an undergraduate degree and over eight years’ progressive experience in leading projects, a demonstrated ability to provide guidance and direction for specific projects or sub-tasks, including increasing responsibilities in assignment supervision and management, and a capability to manage multi-task projects of high

Education /

Certification

Level

Minimum complexity for Federal government clients.

He or she has several professional certifications and experience in financial management, accounting, cost estimating, procurement, strategic planning and execution, or other business management areas.

Major Functions: Project Managers have taken on increasing responsibility in the design, implementation, and management of projects. They interface with the client on project specific issues, direct the completion of projects within estimated time frames and budget constraints, coordinate project specific priorities, and review work products for completeness and adherence to applicable regulations and customer requirements. They lead projects that involve the successful management of multi-functional teams that includes project development, expertise in management and control of funds and resources, and a demonstrated capability in managing multiple tasks. Performs day-to-day management of overall contract support operations, possibly involving multiple projects and groups of personnel at multiple locations.

541990RISK,

541214, 541219, 522310

Accountant/Budget

Analyst/Management

Analyst I

Bachelors 3 Qualifications: The minimum qualification is an undergraduate degree and three (3) years of experience. An Accountant I / Budget Analyst

I / Management Analyst I, has an undergraduate degree, up to three years of progressively responsible experience participating in projects as a team member, and specific experience in one or more key project areas, such as accounting, budgeting, analysis and financial management.

Major Functions: An Accountant I / Budget

Analyst I/ Management Analyst I interface with the client on a day-to-day basis, assist in identifying problems, performing technical analysis, and devising feasible solutions, supporting the completion of project specific tasks within estimated time frames and budget constraints, and supporting presentations and client meetings. Appropriate computer and spreadsheet skills along with presentation capabilities are required.

Education /

Certification

Level

Minimum

541211, 541990RISK,

541214, 541219, 522310

Accountant/Budget

Analyst/Management

Analyst II

Bachelors 4 Qualifications: The minimum qualification is an undergraduate degree and four (4) years of experience. An Accountant II / Budget Analyst

II / Management Analyst II has an undergraduate degree, over three years of progressively responsible experience participating in projects as a team member, and specific experience in one or more key project areas of progressively more responsible experience in accounting, budgeting, analysis and financial management.

Major Functions: An Accountant II / Budget

Analyst II / Management Analyst II, interfaces with the client on a day-to-day basis, assists in identifying problems, performs technical analysis, and devises feasible solutions, supporting the completion of project specific tasks within estimated time frames and budget constraints, and supporting presentations and client meetings. He or she is experienced in financial management, cost estimating, procurement, strategic planning and execution, or business management and is familiar with federal financial and accounting policies and system requirements. Also is a member of a group of accountants and/or analysts that is working in concert to systematically integrate business, cost-estimating, and financial and other management processes to ensure the efficient stewardship of public funds.

541990RISK,

541214, 541219, 522310

Accountant/Budget

Analyst/Management

Analyst III

Bachelors 5 Qualifications: The minimum qualification is an undergraduate degree and five (5) years of experience. An Accountant III / Budget

Analyst III / Management Analyst III has an undergraduate degree, five or more years of progressively responsible experience in performing and participating in engagements, specific experience in one or more key project areas, demonstrated ability to provide guidance and direction for specific projects or sub-tasks, and increasing responsibility in design, implementation, and management of projects of progressively more responsible experience in accounting, budgeting, analysis and other financial management areas.

Prepares milestone status reports and presentations for colleagues, subordinates, and

Education /

Certification

Level

Minimum end user representatives. Is familiar with activity-based costing, business case analysis, and outsourcing requirements.

Major Functions: An Accountant III /

Budget Analyst III / Management Analyst III provides technical knowledge in their area of expertise, works individually and on teams to support the completion of project specific tasks within estimated time frames and budget constraints and interfaces with the client on a day-to-day basis. In addition, an Accountant

III / Budget Analyst III / Management Analyst

III, applies their specific expertise to the practical issues they identify or those presented by the client. They also help to formulate solutions, prepare reports, studies, and documentation, and support presentations and client meetings. They also have knowledge of Federal financial and accounting policies, standards, and systems requirements and are experienced in working with multi-year/no-year appropriations and differing appropriations and understanding of budgetary and proprietary accounting principles.

541990RISK,

541214, 541219, 522310

Accountant/Budget

Analyst/Management

Analyst IV

Masters

Bachelors

Qualifications: The minimum qualification is a graduate degree and seven (7 10) years of experience. The Accountant IV / Budget

Analyst IV / Management Analyst IV has specialized knowledge and expertise and/or an advanced degree, seven or more years of progressively responsible experience in leading engagements, demonstrated ability to manage a project and to provide guidance and direction for specific projects or sub-tasks, and increasing responsibility in design, implementation, and management of projects of extensive responsible experience in accounting, budgeting, management analysis, or other financial management areas.

Major Functions: The Accountant IV /

Budget Analyst IV / Management Analyst IV interfaces with the client on a day-to-day basis, directs the completion of project specific tasks within estimated time frames and budget constraints, manages the day-to-day activities of the project team, and reviews work products for quality, completeness, and

Education /

Certification

Level

Minimum adherence to applicable regulations and customer requirements. This position ensures the project teams conformance with work standards, and coordinates work effort with involved parties to ensure problem resolution and client satisfaction. The Accountant IV /

Budget Analyst IV / Management Analyst IV possess in- depth knowledge of Federal financial and accounting policies, standards, and systems requirements. Must possess experience in working with multi-year/no-year appropriations and differing appropriations and understanding of budgetary and proprietary accounting principles and delivers presentations and leads client meetings.

541990RISK,

541214, 541219, 522310

Accounting Technician Bachelors 2 Qualifications: The minimum qualification is an undergraduate degree and two (2) years of experience. Associate degree with 3 years of experience may be substituted for

Bachelors. An Accounting Technician has an undergraduate degree, up to two years of progressively responsible experience participating in projects as a team member, and specific experience in one or more key project areas that include up to one year of bookkeeping, recordkeeping or accounting and financial management, budgeting or analysis.

Major Functions: An Accounting Technician interfaces with the client on a day-to-day basis, assisting in identifying problems, performing technical analysis, and devising feasible solutions supporting the completion of project specific tasks within estimated time frames and budget constraints, supporting accountants, budget analysts or management specialists, and supporting presentations and client meetings.

541990RISK,

541214, 541219, 522310

Administrative

Support Specialist

High School 2 Qualifications: The minimum qualification is a high school diploma and two (2) years of experience. The minimum educational requirements for an Administrative Support

Specialist include a High School diploma and up to two years of work experience in a business environment, with appropriate computer and business software skills.

Education /

Certification

Level

Minimum

Major Functions: An Administrative

Assistant Interfaces with the project staff on a day-to-day basis. Supports accountants, auditors, budget specialists and analysts in the completion of project specific tasks within estimated time frames and budget constraints.

Supports presentations and client meetings.

Has progressive experience in office automation tools and participating on projects and is knowledgeable in computer-based documentation and presentation techniques, technical typing, and word processing.

Integrates inputs from various sources to create a cohesive product. Prepares both graphical and narrative presentation material.

541990RISK,

541214, 541219, 522310

Subject Matter Expert

I

Bachelors 8 Qualifications: The minimum qualifications for a Subject Matter Expert I include an undergraduate degree, eight (8) years of experience providing subject matter support, and substantial expertise in one of the following areas: financial management, systems management, computer science, engineering, or other specific field.

Major Functions: Incumbent is a subject matter expert in a specific field and has a track record of applying sound analysis, business, or scientific expertise and practices to solve a wide variety of technology-based, accounting financial systems, and business process outsourcing problems. These may include re-engineering efforts, applying specific technical or business skills, applying specific technologies which the marketplace has significant issues providing, or proving understanding and leadership in specific technologies.

Assists others in developing programs and implementing creative and innovative solutions to the customer’s problems.

Researches and analyzes customer requirements. Applies knowledge to determine the accuracy and reasonableness of the data, recommendations, and solutions developed. Documents and summarizes the results and develops and recommends creative and innovative solutions to the customer’s problems. May analyze, write, debug, or

Education /

Certification

Level

Minimum maintain software where special expertise is required.

541990RISK,

541214, 541219, 522310

Subject Matter Expert

II

Bachelors 10 Qualifications: The minimum qualifications for a Subject Matter Expert II include an undergraduate degree, ten (10) years of experience providing subject matter support, and substantial expertise in one of the following areas: financial management, systems management, computer science, engineering, or other specific field.

record of applying sound analysis, business, or scientific expertise and practices to solve a wide variety of technology-based, accounting financial systems, and business process outsourcing problems. These may include re-engineering efforts, applying specific technical or business skills, applying specific technologies which the marketplace has significant issues providing, or proving understanding and leadership in specific technologies.

Assists others in developing programs and implementing creative and innovative solutions to the customer’s problems.

Researches and analyzes customer requirements. Applies knowledge to determine the accuracy and reasonableness of the data, recommendations, and solutions developed. Documents and summarizes the results and develops and recommends creative and innovative solutions to the customer’s problems. May analyze, write, debug, or maintain software where special expertise is required determine the accuracy and reasonableness of the data, recommendations, and solutions developed. Documents and summarizes the results and develops and recommends creative and innovative solutions to the customer’s problems. May analyze, write, debug, or maintain software where special expertise is required.

541990RISK,

541214, Subject Matter Expert

III

Bachelors 12 Qualifications: The minimum qualifications for a Subject Matter Expert III include an undergraduate degree, twelve (12) years of experience providing this type of subject

Education /

Certification

Level

Minimum

541219, 522310 matter support, and substantial expertise in one of the following areas: financial management, systems management, computer science, engineering, or other specific field.

record of applying sound analysis, business, or scientific expertise and practices to solve a wide variety of technology-based, accounting financial systems, and business process outsourcing problems. These may include re-engineering efforts, applying specific technical or business skills, applying specific technologies which the marketplace has significant issues providing, or proving understanding and leadership in specific technologies.

Assists others in developing programs and implementing creative and innovative solutions to the customer’s problems.

Researches and analyzes customer requirements. Applies knowledge to determine the accuracy and reasonableness of the data, recommendations, and solutions developed.

Documents and summarizes the results and develops and recommends creative and innovative solutions to the customer’s problems.

May analyze, write, debug, or maintain software where special expertise is required.

541990RISK,

541214, 541219, 522310

Principal Consultant I Bachelors 15 Qualifications: The minimum qualifications for a Principal Consultant I include an undergraduate degree, fifteen (15) years of experience providing direction to organizations on multiple complex issues and projects including working with customers to analyze and evaluate all aspects of accounting/financial management and other management requirements.

Major functions: Incumbent provides insight and experiences from related projects.

Possesses expertise to define problems, collect data, establish facts and draw valid conclusions. Develops feasibility and cost-benefit studies, briefings and presentations, report writing, and post- implementation evaluations for financial management and other projects. Provides leadership and technical expertise in the areas of conducting

Education /

Certification

Level

Minimum financial and cycle-time analysis and lifecycle analysis, delivering process and productivity improvement solutions, requirements definition, business design activities, facilitation of large and small groups, developing business and strategic plans, applying quantitative fact-based analysis, or issue-based problem solving.

541990RISK,

541214, 541219, 522310

Principal Consultant II Bachelors 20 Qualifications: The minimum qualifications for a Principal Consultant II include an undergraduate degree, twenty (20) years of experience providing direction to organizations on multiple complex issues and projects including working with customers to analyze and evaluate all aspects of accounting/financial management and other management requirements.

Major functions: Incumbent provides insight and experiences from related projects.

Possesses expertise to define problems, collect data, establish facts and draw valid conclusions. Develops feasibility and cost-benefit studies, briefings and presentations, report writing, and post- implementation evaluations for financial management and other projects. Provides leadership and technical expertise in the areas of conducting financial and cycle-time analysis and lifecycle analysis, delivering process and productivity improvement solutions, requirements definition, business design activities, facilitation of large and small groups, developing business and strategic plans, applying quantitative fact-based analysis, or issue-based problem solving.

541611 Project Director I Masters 13 Responsibilities: Responsibilities include performing day-to-day management of overall contract support operations, possibly involving multiple projects and groups of personnel at multiple locations. Organizes, directs, and coordinates the planning and production of all contract support activities for complex projects of consultation, facilitation, surveys and/or training. Is responsible for preparing effective written and oral presentations through excellent interpersonal and communications skills. Exercises authority and fulfills responsibility to identify

Education /

Certification

Level

Minimum and commit resources required to support project effort. Establishes and modifies (as necessary) corporate management structure to direct effective contract support activities.

Crafts and enforces quality control programs.

Education and Experience Requirements:

Master’s Degree with a minimum of 13 years of progressively more responsible experience, of which 7 must be in supervisory/ management position. Experience as a Federal employee or consultant, preferred. Experience must include assignments that provided a comprehensive understanding of Federal financial management. Bachelor’s degree with 12 years of experience may be substituted for the master’s degree.

541611 Project Director II Masters 10 Responsibilities: Responsibilities include performing day-to-day management of overall contract support operations, possibly involving multiple projects and groups of personnel at multiple locations. Interfaces directly with government personnel in exercising management responsibilities. Organizes, directs, and coordinates the planning and production of all contract support activities for complex projects of consultation, facilitation, surveys and/or training. Is responsible for preparing effective written and oral presentations, through excellent interpersonal and communications skills.

Education and Experience Requirements:

Master’s Degree with a minimum of 10 years of progressively more responsible experience, of which 5 must be in supervisory/ management position. Experience as a Federal employee or consultant, preferred. Experience must include assignments that provided a comprehensive understanding of Federal financial management. Bachelor’s degree with

11 years of experience may be substituted for the master’s degree.

541611

Project Manager Masters 8 Responsibilities: Responsibilities include managing organizational, facilitation, survey and/or training projects for business improvement. Exercises excellent interpersonal and communications skills. Provides project oversight, personnel management and reporting. Ensures staff conformance with

Education /

Certification

Level

Minimum assigned tasks, schedules, budgeted costs and deliverables.

Master’s degree with a minimum of 8 years of progressively more responsible experience, of which 3 must be in supervisory/management position. Experience as a Federal employee or consultant preferred. Experience must include assignments that provided a comprehensive understanding of Federal financial management. Bachelor’s degree with 9 years of experience may be substituted for the master’s degree.

541611 Senior Analyst Masters 6 Responsibilities: Responsibilities include analyzing and specifying functional requirements and developing enterprise models. Performs functional leadership for small teams engaged in analytical tasks related to MOBIS business improvement projects and other MOBIS projects of consultation, facilitation, surveys and/or training.

Master’s degree in business or related field that emphasizes analytical skills. Minimum of

6 years of progressively more responsible experience. Experience must include demonstrated knowledge of management analysis, consulting, systems analysis and design or similar work experience background of accounting and finance. Bachelor’s degree with 7 years of experience may be substituted for the master’s degree.

541611 Analyst I Bachelors 2 Responsibilities: Responsibilities include requirements and developing enterprise models related to MOBIS business improvement projects and other MOBIS projects of consultation, facilitation, surveys and/or training.

Bachelor’s degree in business or related field that emphasizes analytical skills. Minimum of

2 years of experience, of which one year must be specialized in organizational analysis, facilitation, surveys or training. Associate

Education /

Certification

Level

Minimum degree with 3 years of experience may be substituted for Bachelors.

541611 Analyst II Bachelors 4 Responsibilities: Responsibilities include requirements and developing enterprise models related to MOBIS business improvement projects and other MOBIS projects of consultation, facilitation, surveys and/or training.

Bachelor’s degree in business or related field that emphasizes analytical skills. Minimum of

4 years of experience, of which one year must be specialized in organizational analysis, facilitation, surveys or training. Associate degree with 5 years of experience may be substituted for Bachelors.

541611 Sr. Project Specialist Bachelors 5 Responsibilities: Responsibilities include providing support for major organizational analysis, design, and implementation MOBIS projects. Tracks the major elements of cost, schedule, technical and status items. Ensures milestone activity status is maintained and reported in a timely manner. Overseas the collection, organization and reporting of all labor and material contract expenditures.

Performs logistics planning and implementation functions for meetings/ conferences/training sessions that are relating to MOBIS business improvement projects and

Bachelor’s degree in business or technical discipline. Minimum of 5 years of experience in the performance of project management support tasks, including cost, schedule, technical, deliverables, development and tracking. Associate degree with 6 years of experience may be substituted for Bachelors.

541611 Jr. Project Specialist Bachelors 2 Responsibilities: Responsibilities include providing support for major organizational analysis, design, and implementation MOBIS projects. Tracks the major elements of cost, schedule, technical and status items. Ensures milestone activity status is maintained and

Education /

Certification

Level

Minimum reported in a timely manner. Overseas the collection, organization and reporting of all labor and material contract expenditures.

Performs logistics planning and implementation functions for meetings/ conferences/training sessions that are relating to MOBIS business improvement projects and

Bachelor’s degree in business or technical discipline. Minimum of 2 years of experience in the performance of project management support tasks, including cost, schedule, technical, deliverables, development and tracking. Associate degree with 3 years of

541611 Sr. Accountant Masters 10 Responsibilities: Responsibilities include analyzing, at a high level of assessment, the financial implications of business practices that are related to MOBIS business improvement projects and other MOBIS projects of consultation, facilitation, surveys and/or training. Provides consultative advice, assistance and guidance for improving overall business practices. Provides professional guidance to others engaged in such business analyses and assesses their recommendations for improvements, prior to presenting to government customer.

Master’s degree in Business (specializing in accounting and/or finance), Economics, or related field. Minimum of 10 years of progressively more responsible experience in accounting operations, accounting reports, financial statements, design and development of automated accounting systems. Experience as a Federal employee or consultant supporting a Federal agency preferred. Bachelor’s degree with 11 years of experience may be substituted for Masters.

541611 Staff Accountant Bachelors 6 Responsibilities: Responsibilities include analyzing, at a specific project level of assessment, the financial implications of business practices that are related to MOBIS business improvement projects and other

Education /

Certification

Level

Minimum

MOBIS projects of consultation, facilitation, surveys and/or training. Provides consultative advice, assistance and guidance for improving overall business practices.

Bachelor’s degree in Business (specializing in accounting and/or finance), Economics, or related field. Minimum of 6 years of progressively more responsible experience in accounting operations, accounting reports, financial statements, design and development of automated accounting systems. Experience as a Federal employee or consultant supporting a Federal agency preferred. Associate degree with 7 years of experience may be substituted for Bachelors.

541611 Accountant

Technician

Bachelors 2 Responsibilities: Responsibilities include supporting the Senior Accountant and Staff

Accountant in task completion. Performs detailed analytical work in reviewing records of customer to assess cost implications of business practices, as well as overall budgetary considerations. Advises on IT systems requirements and applications.

accounting and/or finance), Economics, or related field.

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