MAS - Actuarial Research Corporation - GS00F090CA

GENERAL SERVICES ADMINISTRATION

Federal Acquisition Service

Authorized Federal Supply Schedule FSS Price List

Online access to contract ordering information, terms and conditions, pricing, and the option to create an electronic delivery order are available through GSA Advantage!®. The website for

GSA Advantage!® is: https://www.GSAAdvantage.gov.

Multiple Award Schedule FSC Group: Professional Services Category

FSC Class: R408

Contract Number: GS-00F-090CA Contract Period: March 27, 2015 – March 26, 2030

Actuarial Research Corporation 6928 Little River Turnpike, Suite E

Annandale, VA 22003 Telephone: (703) 941-7400 http://www.aresearch.com

Contract Administrator: Michele Windsor, (703) 941-7400 x010, mhw@aresearch.com

Business Size/Status: Small r more information on ordering, go to the following website: https://www.gsa.gov/schedules

Pricelist current through modification PO-0027 effective March 27, 2025

Prices Shown Herein are Net (discount deducted) https://www.gsaadvantage.gov/ http://www.aresearch.com/ mailto:mhw@aresearch.com https://www.gsa.gov/schedules

GS-00F-090CA Page i

TABLE OF CONTENTS

CUSTOMER INFORMATION

CONTRACT OVERVIEW

CONTRACT ADMINISTRATOR

MARKETING AND TECHNICAL POINT OF CONTACT

ABOUT ACTUARIAL RESEARCH CORPORATION

CONTRACT SCOPE

INSTRUCTIONS FOR PLACING ORDERS FOR SERVICES BASED ON

GSA SCHEDULE HOURLY RATES

BLANKET PURCHASE AGREEMENT

FINANCIAL CONSULTING – LABOR CATEGORY DESCRIPTIONS

MANAGEMENT CONSULTING – LABOR CATEGORY DESCRIPTIONS

HOURLY RATES FOR SERVICES BY SIN AND LABOR CATEGORY

GS-00F-090CA Page 2

CUSTOMER INFORMATION

1a. Table of awarded special item number(s) with appropriate cross-reference to item descriptions and awarded price(s):

SINs Recovery SIN Title

541611 541611RC Management and Financial Consulting, Acquisition and Grants

Management Support, and Business Program and Project Management

Services

OLM OLMSTLOC

OLMRC

Order Level Materials

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:

Please see page #19 for our rates by SIN and labor category

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. If hourly rates are not applicable, indicate “Not applicable” for this item:

Financial Consulting, page #8;

Management Consulting, page #12

2. Maximum Order:

SINs Maximum Order 541611 $1,000,000

OLM $250,000

3. Minimum Order: $100

4. Geographic Coverage: Domestic

5. Point (s) of Production: Same as address

6. Discount from List Price: Government net prices (discounts already deducted)

7. Quantity Discounts: Not Applicable

8. Prompt Payment Terms: Net 30 days Information for Ordering Offices: Prompt payment terms cannot be negotiated out of the contractual agreement in exchange for other concessions

9. Foreign Items: Not Applicable

10a. Time of Delivery: To Be Determined at the Task Order level

10b. Expedited Delivery: To Be Determined at the Task Order level

10c. Overnight and 2-Day Delivery: To Be Determined at the Task Order level

GS-00F-090CA Page 3

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

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

12a. Ordering Address: Actuarial Research Corporation

Attn: Michele Windsor/GSA Orders

Annandale, VA 22003

12b. Ordering Procedures: See Federal Acquisition Regulation (FAR) 8.405-3

13. Payment Address(es): Actuarial Research Corporation

Attn: Michele Windsor/Accounts Receivable

14. Warranty Provision: Not Applicable

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):

18b. Terms and conditions for any other services

19. List of service and distribution points

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

21. Preventative maintenance (if applicable) Not Applicable

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

22b. If applicable, indicate that Section 508 compliance information is available for the information and communications technology (ICT) products and services offered and show where full details can be found (e.g., Contractor’s website or other location).

ICT accessibility standards can be found at https://www.section508.gov/ :

23. Unique Entity Identifier (UEI) number. GE7MD1LC6VM8

24. Actuarial Research Corporation is registered and active in System for Award Management (SAM).

GS-00F-090CA Page 4

CONTRACT OVERVIEW

GSA awarded Actuarial Research Corporation a GSA Multiple Award Schedule (MAS), Contract No. GS-

00F-090CA, on March 27, 2015. The contract is currently in Option 2 ending on March 27, 2030. GSA may exercise one additional 5-year option period. The contract allows for the placement of Firm Fixed Price or Time and Materials task orders using the labor categories and ceiling rates defined in the contract.

CONTRACT ADMINISTRATOR

Michele Windsor

Actuarial Research Corporation

6928 Little River Turnpike, Suite E

Telephone: (703) 941-7400 x010 / Email: mhw@aresearch.com

MARKETING AND TECHNICAL POINT OF CONTACT

Michele Windsor

Actuarial Research Corporation

6928 Little River Turnpike, Suite E

Telephone: (703) 941-7400 x010 / Email: mhw@aresearch.com

ABOUT ACTUARIAL RESEARCH CORPORATION

Over the course of 40 years, Actuarial Research Corporation (ARC) has established a national reputation for the high quality and reliability of its actuarial analysis and research studies, and for the development of new and innovative actuarial techniques. The results of its research activities provide advanced insights into the direction of the rapid evolution of health care financing methods. It is a unique organization encompassing actuarial and health research activities with staff members that are recognized experts in their fields.

ARC senior staff members have worked with a variety of federal entities, state agencies, as well as private clients on a variety of projects where they have provided expert actuarial analysis, policy evaluation and support services for health insurance issues. In addition to developing actuarial techniques and preparing cost estimates, ARC has provided technical assistance, implementation, monitoring, evaluation and operational support to many demonstration projects, with a special focus on the development and implementation of methods to determine program savings and performance-based financial incentives for the Medicare and Medicaid programs.

Our project experience and profile of health care financial studies include activities such as 1) analysis of the

Medicare program, Medicaid program and other federal health insurance programs, 2) studies of national health policy issues, 3) studies related to state health financing reform, 4) analysis of TRICARE and other military health care programs, 5) analysis of mental health, alcohol, and drug abuse costs, 6) studies related to long-term care insurance, 7) evaluation of alternative approaches to the provision of Medicare and Medicaid services, and 8) prescription drug studies.

Actuarial Research Corporation has an extensive portfolio of government contract vehicles. They include

Indefinite Delivery/Indefinite Quantity Task Order Contracts and a Multiple Award Schedule. ARC holds a GSA

Multiple Award Schedule (MAS) that contains SIN 541611 Management and Financial Consulting, Acquisition and Grants Management Support, and Business Program and Project Management Services. ARC has expertise in actuarial and financial audit services, and expertise in research, management consulting and program evaluation/ advisory services. For more information, please contact us at:

Actuarial Research Corporation Attn: Michele Windsor / GSA Orders

6928 Little River Turnpike, Suite E, Annandale, VA 22003 mhw@aresearch.com / Phone: 703.941.7400 mailto:mhw@aresearch.com

GS-00F-090CA Page 5

CONTRACT USE

This contract is available for use by all federal government agencies, as a source for Financial and Business

Solutions, for worldwide use. Executive agencies, other Federal agencies, mixed –ownership Government corporations, and the District of Columbia; government contractors authorized in writing by a Federal agency pursuant to 48 CFR 51.1; and other activities and organizations authorized by statute or regulation to use GSA as a source of supply may use this contract. Additionally, contractors are encouraged to accept orders received from activities within the Executive Branch of the Federal Government.

CONTRACT SCOPE

The contractor shall provide all resources including personnel, management, supplies, services, materials, equipment, facilities and transportation necessary to provide a wide range of professional services as specified in each task order.

Services specified in a task order may be performed at the contractor’s facilities or the ordering agencies’ facilities. The government will determine the contractor’s compensation by any of several different methods (to be specified at the task order level) e.g., a firm-fixed price for services with or without incentives, labor hours or time-and-material.

The Special Item Numbers (SINs) available under this contract provide services across the full life cycle of a project. When task orders are placed, they must identify the SIN or SINs under which the task is being executed.

Actuarial Research Corporation has been awarded a contract by GSA to provide services under the following SINs:

• SIN 541611 Management and Financial Consulting, Acquisition and Grants Management

Support, and Business Program and Project Management Services

• SIN OLM Order Level Materials

State & Local Purchasing Programs:

• Disaster Recovery Purchasing Program (RC) Section 833 of the National Defense Authorization Act allows state and local governments to purchase products and services to facilitate recovery from a major disaster. This includes advance and pre-positioning in preparation for a disaster.

• Federal Grants During Public Health Emergencies Section 319 of Public Health and Services Act.

GS-00F-090CA Page 6

INSTRUCTIONS FOR PLACING ORDERS FOR SERVICES BASED ON

GSA SCHEDULE HOURLY RATES

GSA provides a streamlined, efficient process for ordering the services you need. GSA has already determined that

Actuarial Research Services (ARC) meets the technical requirements and that our prices offered are fair and reasonable. Agencies may use written orders; facsimile orders, credit card orders, blanket purchase agreement orders or individual purchase orders under this contract.

If it is determined that your agency needs an outside source to provide Consolidated services, follow these simple steps:

Orders under the Micro-Purchase Threshold

• Select the contractor best suited for your needs and place the order.

Orders in-between the Micro-Purchase Threshold and the Simplified Acquisition Threshold

• Prepare a SOW or Performance Work Statement (PWS) in accordance with FAR 8.405-2(b).

• Prepare and send the RFQ (including SOW and evaluation criteria) to at least three GSA Schedule contractors.

• Evaluate, then make a "Best Value" determination.

Note: The ordering activity should request GSA Schedule contractors to submit firm-fixed prices to perform the services identified in the SOW.

Orders over the Simplified Acquisition Threshold

• Prepare the RFQ (including the SOW and evaluation criteria) and post on eBuy to afford all Schedule contractors the opportunity to respond, or provide the RFQ to as many Schedule contractors as practicable, consistent with market research, to reasonably ensure that quotes are received from at least three contractors.

• Seek price reductions.

• Evaluate all responses and place the order, or establish the BPA with the GSA Schedule contractor that represents the best value (refer to FAR 8.405-2(d)).

Note: The ordering activity should request GSA Schedule contractors to submit firm-fixed prices to perform the services identified in the SOW.

Developing a Statement of Work (SOW) Preparing a Request for Quote (RFQ)

In the SOW, include the following information:

• Work to be performed,

• Location of work,

• Period of performance;

• Deliverable schedule, and

• Special standards and any special requirements, where applicable

• Include the SOW and evaluation criteria;

• Request fixed price, ceiling price, or, if not possible, labor hour or time and materials order;

• If preferred, request a performance plan from contractors and information on past experience; and include information on the basis for selection.

• May be posted on GSA’s electronic RFQ system, e-

Buy

For more information related to ordering services, go to https://www.gsa.gov/schedules.

https://www.gsa.gov/schedules

GS-00F-090CA Page 7

BLANKET PURCHASE AGREEMENT

Ordering activities may establish BPAs under any schedule contract to fill repetitive needs for supplies or services. BPAs may be established with one or more schedule contractors. The number of BPAs to be established is within the discretion of the ordering activity establishing the BPAs and should be based on a strategy that is expected to maximize the effectiveness of the BPA(s). In determining how many BPAs to establish, consider:

• The scope and complexity of the requirement(s);

• The need to periodically compare multiple technical approaches or prices;

• The administrative costs of BPAs; and

• The technical qualifications of the schedule contractor(s).

Establishment of a single BPA, or multiple BPAs, shall be made using the same procedures outlined in 8.405-1 or

8.405-2. BPAs shall address the frequency of ordering, invoicing, discounts, requirements (e.g. estimated quantities, work to be performed), delivery locations, and time.

When establishing multiple BPAs, the ordering activity shall specify the procedures for placing orders under the

BPAs.

Establishment of a multi-agency BPA against a Federal Supply Schedule contract is permitted if the multi-agency

BPA identifies the participating agencies and their estimated requirements at the time the BPA is established.

Ordering from BPAs:

Single BPA. If the ordering activity establishes one BPA, authorized users may place the order directly under the established BPA when the need for the supply or service arises.

Multiple BPAs. If the ordering activity establishes multiple BPAs, before placing an order exceeding the micro-purchase threshold, the ordering activity shall:

• Forward the requirement, or statement of work and the evaluation criteria, to an appropriate number of

BPA holders, as established in the BPA ordering procedures; and

• Evaluate the responses received, make a best value determination (see 8.404(d)), and place the order with the BPA holder that represents the best value.

BPAs for hourly rate services. If the BPA is for hourly rate services, the ordering activity shall develop a statement of work for requirements covered by the BPA. All orders under the BPA shall specify a price for the performance of the tasks identified in the statement of work.

Duration of BPAs. BPAs generally should not exceed five years in length, but may do so to meet program requirements. Contractors may be awarded BPAs that extend beyond the current term of their GSA Schedule contract, so long as there are option periods in their GSA Schedule contract that, if exercised, will cover the

BPA’s period of performance.

Review of BPAs:

The ordering activity that established the BPA shall review it at least once a year to determine whether:

• The schedule contract, upon which the BPA was established, is still in effect;

• The BPA still represents the best value (see 8.404(d)); and

• Estimated quantities/amounts have been exceeded and additional price reductions can be obtained.

The ordering activity shall document the results of its review.

GS-00F-090CA Page 8

FINANCIAL CONSULTING – LABOR CATEGORY DESCRIPTIONS

Finance Modelers

Experience Substitutions:

High School Diploma + 4 years additional experience Equals Bachelors Degree

Bachelors Degree + 2 years additional experience Equals Masters Degree

Masters Degree + 3 years additional experience Equals Ph.D

Education Substitutions:

A Ph.D may be substituted for 3 years of required experience with a Masters Degree or 4 years with a

Bachelors Degree

A Masters Degree may be substituted for 2 years of required experience with a Bachelors degree.

A Bachelors Degree may be substituted for 4 years of required experience with a High School Diploma.

Actuarial Categories

ASA with 4 years of additional applied actuarial experience Equals FSA

Advanced degree (Ph.D., MA, MBA, MPH or MS) and 8 years of applied actuarial experience

Equals FSA

BS or BA in quantitative field, with 2 years of additional applied actuarial experience Equal ASA

An FSA may be substituted for 4 years applied actuarial experience with an ASA

An FSA may be substituted for 8 years of applied actuarial experience with an advanced degree (Ph.D., MA, MBA, MPH or MS)

An FSA may be substituted for 2 years of applied actuarial experience and BS or BA

Researchers

High School Diploma + 4 years additional experience Equals Bachelors Degree

Bachelors Degree + 2 years additional experience Equals Masters Degree

Masters Degree + 3 years additional experience Equals Ph.D

A Ph.D may be substituted for 3 years of required experience with a Masters Degree or 4 years with a

Bachelors Degree

A Masters Degree may be substituted for 2 years of required experience with a Bachelors degree.

A Bachelors Degree may be substituted for 4 years of required experience with a High School Diploma.

GS-00F-090CA Page 9

Expert Financial Modeler

Minimum Experience: 20 years experience.

Functional Responsibilities: Finance or micro simulation modeler and team leader with extensive interaction with clients. Recognized as an expert in financial modeling. Publishes in technical journals or makes presentations to technical organizations.

Minimum Educational Requirements: Masters or equivalent

Financial Modeler II

Minimum Experience: 8 years experience.

Functional Responsibilities: Finance or micro simulation modeler with significant client contact and interaction, and substantial financial modeling contributions to projects.

Financial Modeler III

Minimum Experience: 6 years experience.

Functional Responsibilities: Finance or micro simulation modeler with client contact and interaction, and financial modeling contributions to projects.

Financial Modeler V

Minimum Experience: 2 years experience.

Functional Responsibilities: Finance or micro simulation modeler with limited client interactions, and financial modeling contributions to projects.

National Expert Actuary

Minimum Experience: 18 years experience.

Functional Responsibilities: Actuary with extensive specialized experience and recognized as an expert in actuarial matters. Provides articles for technical organizations, serves on actuarial committees, or authors technical books. Team leader with extensive interaction with clients.

Minimum Educational Requirements: BA or BS degree, and FSA or equivalent.

Expert Actuary I

Minimum Experience: 18 years experience.

Functional Responsibilities: Actuary with extensive specialized experience and recognized as an expert in actuarial matters. Serves on actuarial committees or makes presentations to actuarial organizations. Team leader with extensive interaction with clients.

Expert Actuary III

Minimum Experience: 14 years experience.

Functional Responsibilities: Actuary with extensive specialized experience and recognized as an expert in actuarial matters. Serves on actuarial committees or makes presentations to actuarial organizations. Team leader with extensive interaction with clients.

Senior Actuary I

Minimum Experience: 10 years experience.

Functional Responsibilities: Actuary and team leader with substantial client contacts. Provides actuarial contributions to projects or professional literature. Participation in national professional actuarial meetings.

GS-00F-090CA Page 10

Senior Actuary II

Minimum Experience: 8 years experience.

Functional Responsibilities: Actuary and team leader with substantial client contacts. Provides actuarial contributions to projects or professional literature. Participation in national professional actuarial meetings.

Senior Actuary III

Minimum Experience: 6 years experience.

Functional Responsibilities: Actuary and team leader with substantial client interaction. Provides actuarial contributions to projects and participation in actuarial seminars/meetings.

Senior Actuary IV

Minimum Experience: 4 years experience.

Functional Responsibilities: Actuary and team leader with substantial client interaction. Provides actuarial contributions to projects and participation in actuarial seminars/meetings.

Associate Actuary II

Minimum Experience: 6 years experience

Functional Responsibilities: Significant client contact and interaction, substantial actuarial contributions to client presentations and listed author of client reports. Participation in professional actuarial meetings.

Minimum Educational Requirements: BA or BS degree, and ASA or equivalent.

Associate Actuary III

Minimum Experience: 4 years experience

Functional Responsibilities: Significant client contact and interaction, substantial actuarial contributions to client presentations and listed author of client reports. Participation in professional actuarial meetings.

Associate Actuary IV

Minimum Experience: 2 years experience

Functional Responsibilities: Significant client contact and interaction, substantial actuarial contributions to client presentations and listed author of client reports. Participation in professional actuarial meetings.

Assistant Actuary II

Minimum Experience: 6 years experience

Functional Responsibilities: Familiarity with actuarial concepts but has not taken actuarial exams. Provides assistance to actuaries.

Minimum Educational Requirements: BA or BS in quantitative field

Assistant Actuary IV

Minimum Experience: 2 years experience

Functional Responsibilities: Familiarity with actuarial concepts but has not taken actuarial exams. Provides

GS-00F-090CA Page 11

Assistant Actuary V

Minimum Experience: 0 years experience

Functional Responsibilities: Familiarity with actuarial concepts but has not taken actuarial exams. Provides

Expert Researcher I

Minimum Experience: 14 years experience.

Functional Responsibilities: Health services researcher and team leader with extensive interaction with clients. Provides health policy advice on a national and state level, and is recognized as a health services research expert. Publishes in technical literature or participates in health service forums.

Minimum Educational Requirements: Masters or equivalent.

Expert Researcher II

Minimum Experience: 12 years experience.

Functional Responsibilities: Health services researcher and team leader with extensive interaction with clients. Provides health policy advice on a national and state level, and is recognized as a health services research expert. Publishes in technical literature or participates in health service forums.

Minimum Educational Requirements: Masters or equivalent.

Researcher III

Functional Responsibilities: Health services researcher with limited client interactions, but provides significant health services research contributions to projects.

Minimum Educational Requirements: BA or BS degree

Junior Researcher I

Minimum Experience: 0 years experience.

Functional Responsibilities: Provides assistance to health service researchers and has limited familiarity with health services research concepts. Demonstrated ability to work independently.

Junior Researcher III

Minimum Experience: 2 years experience.

Functional Responsibilities: Provides assistance to health service researchers and has limited familiarity with health services research concepts

Minimum Educational Requirements: AA degree

Junior Researcher IV

Minimum Experience: 0 years experience.

Functional Responsibilities: Provides assistance to health service researchers and has limited familiarity with health services research concepts

Minimum Educational Requirements: AA degree

Project Coordinator

Functional Responsibilities: Directs activities related to contract administration. Researches and recommends solutions to contractual issues.

GS-00F-090CA Page 12

MANAGEMENT CONSULTING – LABOR CATEGORY DESCRIPTIONS

Educational Requirement Substitutions

Applied, relevant experience can be substituted for educational requirements as follows:

Actuarial Tract

F.S.A equivalents (i.e., the following can be substituted for F.S.A.):

(1) A.S.A, 5 years of additional applied actuarial experience for each missing actuarial examination and either (i) recognition as an actuary by a governmental or professional actuarial body or (ii) relevant publications or invited presentations equivalent to Fellowship requirements.

(2) Advanced degree (PhD, MA, MBA or MPH) in a quantitative field, or 20 years of applied actuarial experience, or publications comparable to FSA requirements or recognition as an actuary by a government entity, Court or national actuarial body.

A.S.A. equivalents:

(1) Bachelors degree in quantitative field, 3 years of additional applied actuarial experience for each missing actuarial examination and either (i) recognition as an actuary by a governmental or professional actuarial body or (ii) relevant publications, reports under federal contracts, invited presentations or other actuarial accomplishments that demonstrate actuarial capacity comparable to Associate requirements.

(2) Degree in a quantitative field, 15 years of applied actuarial experience and either publications or presentations or other recognition as an actuary by a government entity, Court or national actuarial body.

Assistant Actuary equivalents: An MA in a quantitative field counts as a year and actuarial examinations IFM and

LTAM each count as two years of applied actuarial experience.

Junior Actuary equivalents: Actuarial examinations P and FM and an MA in a quantitative field count as a year of applied actuarial experience. Actuarial examinations IFM and LTAM each count as two years of applied actuarial experience.

Notes:

*F.S.A.: Fellow of Society of Actuaries

*A.S.A.: Associate of Society of Actuaries

Health Services Research Track

PhD equivalent: Masters Degree in quantitative field, 5 years additional applied experience and publications in the health services research literature equivalent to a PhD thesis may be substituted for PhD.

Masters degree equivalent: Bachelors degree in quantitative field, 3 years additional applied experience and publications in the health services research literature or presentations to professional bodies equivalent to a Masters thesis may be substituted for a Masters Degree.

MPH or MA in Economics or Statistics may be substituted for two years of applied health services research experience.

GS-00F-090CA Page 13

Labor Category Title Minimum

Experience

Minimum

Educational

Requirements

Functional Responsibilities

Nationally Recognized

Expert Actuary

25 years experience

Bachelors degree and FSA certification or equivalent

Provides actuarial and technical expertise with extensive client interaction. Acts as team leader, project manager or principal investigator. To establish status as a

Nationally Recognized Expert Actuary, one of the following additional functional responsibilities must be met:

1) being invited to provide testimony to the

Congress,

2) appointment to a U.S. technical commission or Advisory Board,

3) authoring a book devoted to national issues,

4) serving as an officer or committee chair of a national actuarial organization

5) being the primary author of a monograph, Legislative Brief or Practice Note of a national actuarial organization.

6) performing an activity that clearly establishes Nationally Recognized Expert actuarial expertise.

Recognized Expert

Actuary

21 years experience

Bachelors degree and FSA certification or equivalent

Provides actuarial and technical expertise with extensive client interaction. Acts as team leader, project manager or principal investigator. To establish status as a

Recognized Expert Actuary , one of the following functional responsibilities must be met:

1) providing testimony before a legislative body, government board, government commission, or advisory counsel, etc.

2) serving on a committee of a national actuarial organization;

3) making an invited presentation before a national actuarial organization

4) performing an activity that clearly establishes Recognized Expert actuarial expertise

GS-00F-090CA Page 14

Labor Category Title Minimum

Experience

Minimum

Educational

Requirements

Functional Responsibilities

Senior Expert Actuary 20 years experience

Bachelors degree and FSA certification or equivalent

Provides actuarial and technical expertise, with substantial client interaction. Acts as team leader, project manager or principal investigator. To establish status as a Senior

Expert Actuary, one of the following functional responsibilities must be met:

1) providing testimony before a Federal

Court or Administrative Appeals proceeding;

2) serving as an officer or chairman of an actuarial organization

3) authoring a book or article on an actuarial subject in a professional journal, etc..

4) performing an activity that clearly establishes Senior Expert actuarial expertise

Associate Expert Actuary 15 years experience

Bachelors degree and ASA certification or equivalent

Provides actuarial and technical expertise, with substantial client interaction. Acts as team leader, project manager or principal investigator.

To establish status as an Associate Expert

Actuary, one of the following additional functional responsibilities must be met:

1) being appointed to a Federal Contract

Evaluation team or a Technical Advisory

Panel

2) being named as a key technical employee in a federal contract,

3) contributing to professional actuarial literature

4) contributing to the technical discussion of an actuarial organization.

5) performing an activity that clearly establishes Associate Expert actuarial expertise

GS-00F-090CA Page 15

Labor Category Title Minimum

Experience

Minimum

Educational

Requirements

Functional Responsibilities

Expert Actuary 11 years experience

Bachelors degree and ASA certification or equivalent

Provides actuarial and technical expertise, with substantial client interaction. Provides major actuarial contributions to technical reports and is a listed author of client reports.

To establish status as an Expert Actuary, one of the following functional responsibilities must be met:

1) being appointed to a Federal Contract

Evaluation team or a Technical Advisory

Panel

2) being named as a key technical employee in a federal contract

3) contributing to the professional actuarial literature

4) contributing to the technical discussion at an actuarial organization meeting.

5) performing an activity that clearly establishes Expert actuarial expertise

Senior Actuary 3 10 years experience

Bachelors degree and FSA certification or equivalent

Provides actuarial and technical services, with substantial client interaction. Provides major actuarial contributions to technical reports and is listed author of client reports. Participates in national professional actuarial meetings including contributions to technical discussions.

Associate Actuary 5 20 years experience

Bachelors degree and ASA certification or equivalent

Provides actuarial and technical services, with significant client contact and interaction.

Provides substantial actuarial contributions to client presentations and is listed author of client reports. Participates in professional actuarial meetings.

Associate Actuary 4 15 years experience

Bachelors degree and ASA certification or equivalent

Provides actuarial and technical services with significant client contact and interaction.

Provides substantial actuarial contributions to client presentations and is listed author of client reports. Participates in professional actuarial meetings.

Assistant Actuary 2 6 years experience or equivalent and passed at least

3 SOA Exams

Bachelors degree in quantitative field and 3 SOA exams or equivalent

Provides actuarial and technical assistance under the direction of an Actuary, with limited client interaction. Provides significant contributions to client presentations and reports. Participant in professional actuarial or technical society meetings.

Assistant Actuary 1 3 years experience or equivalent and passed at least

3 SOA Exams

Bachelors degree in quantitative field and 3 SOA examinations or equivalent

Provides actuarial and technical assistance under the direction of an Actuary, with limited client interaction. Provides significant contributions to client presentations and reports. Participant in professional actuarial or technical society meetings.

GS-00F-090CA Page 16

Labor Category Title Minimum

Experience

Minimum

Educational

Requirements

Functional Responsibilities

Junior Actuary 2 4 years experience or equivalent and has attempted at least 1 SOA

Exam

Bachelors degree in quantitative field

Provides actuarial and technical assistance under the supervision of an Actuary. Provides contributions to actuarial client presentations and reports.

Nationally Recognized

Expert Health Services

Research Professional

25 years experience

PhD or equivalent

Provides technical expertise with extensive interaction with clients. Acts as team leader, project manager or principal investigator. To establish status as a Nationally Recognized

Expert Health Services Research Professional, one of the following functional responsibilities must be met:

1) providing invited testimony to the

Congress

2) being appointed to a U.S. technical commissions or Advisory Board

3) authoring a book devoted to national issues or other publication that establish the author has a national reputation in the field

4) service as an officer, committee chair of a national technical organization

5) being a primary author of a publication or article to a national technical organization.

6) performing an activity that clearly establishes Nationally Recognized health services research expertise

Recognized Expert Health

Services Research

Professional

21 years experience

PhD or equivalent

Provides technical expertise with extensive interaction with clients. Acts as a team leader, project manager or principal investigator. To establish status as a Recognized Expert Health

Services Research Professional, one of the following functional responsibilities must be met:

1) authoring a publication in a national technical journal

2) providing testimony before a legislative body, official government board, commission, advisory council, etc.,

3) serving on a committee for a national technical organizations

4) making an invited presentation to a national technical organization,

5) performing an activity that clearly establishes Recognized health services research expertise

GS-00F-090CA Page 17

Labor Category Title Minimum

Experience

Minimum

Educational

Requirements

Functional Responsibilities

Senior Expert Health

Services Research

Professional

20 years experience

PhD or equivalent

Provides technical expertise with substantial client contact. Acts as a team leader, project manager or principal investigator. To establish status as a Senior Expert Health

Services Research Professional, one of the following functional responsibilities must be met:

1) providing expert testimony before a

Federal Court or Administrative Appeals proceeding

2) serving as an officer or chairman of a professional technical organization

3) authoring a relevant book or article in a professional journal

4) Performing an activity that clearly establishes Senior health services research expertise

Expert Health Services

Research Professional

11 years experience

Masters degree or equivalent

Provides technical expertise with substantial client interaction. Provides major relevant contributions to technical reports and is listed author of client reports.

To establish status as an Expert Health

Services Research Professional, one of the following functional responsibilities must be met:

1) being appointed to a Federal Contract

Evaluation team or Technical Advisory

Panel

2) being named a key technical employee in a federal contract

3) contributing to professional literature

4) performing an activity that clearly establishes health services research expertise

Senior Health Services

Research Professional 2

10 years experience

Masters degree or equivalent

Provides technical services with substantial client interaction. Provides major relevant contributions to technical reports and is listed author of client reports. Participates in professional technical society meetings by contributing to technical discussions.

Associate Health Services

Research Professional 2

5 years experience

Masters degree or equivalent

Provides technical services with significant client contact and interaction. Provides relevant contributions to client presentations and is listed author of client reports.

Participates in professional technical society meetings.

Assistant Health Services

Research Professional 2

6 years experience

Bachelors degree Provides technical services under the direction of Health Services Research Professional or

Actuary, with limited client interaction.

Provides contributions to relevant presentations to clients and client report.

Participates in professional technical society meetings.

GS-00F-090CA Page 18

Labor Category Title Minimum

Experience

Minimum

Educational

Requirements

Functional Responsibilities

Assistant Health Services

Research Professional 1

4 years experience

Bachelors degree Provides technical services under the direction of a Health Services Research Professional or

Actuary, with limited client interaction.

Provides contributions to relevant presentations to clients and client reports.

Participates in professional technical society meetings.

Junior Health Services

Research Professional 2

3 years experience

Bachelors degree Provides technical assistance under the supervision of a Health Services Research

Professional or Actuary, with very limited client interaction. Makes contributions to presentations to clients and client reports, Participates in professional technical society meetings.

Senior Financial Assistant 3 years experience

Bachelors degree Bookkeeping, accounting and other financial support services, bank account & investment account maintenance, high level report production plus some administrative duties.

Contract Administrator 4 years experience

Bachelors degree Directs all activities related to contract administration, to include reporting, budgeting and cost control. Researches and recommends solutions to contractual issues.

GS-00F-090CA Page 19

HOURLY RATES FOR SERVICES BY SIN AND LABOR CATEGORY

Option Period 2

Year 11 Year 12 Year 13 Year 14 Year 15

SIN(s) GSA Labor Category

3/27/25

3/26/26

3/27/26

3/26/27

3/27/27

3/26/28

3/27/28

3/26/29

3/27/29

3/26/30

Financial Consulting Labor Categories

1 541611 Expert Financial Modeler $481.82 $492.42 $503.25 $514.32 $525.64

2 541611 Financial Modeler II $279.34 $285.48 $291.77 $298.18 $304.74

3 541611 Financial Modeler III $269.32 $275.24 $281.30 $287.49 $293.81

4 541611 Financial Modeler V $221.86 $226.74 $231.73 $236.82 $242.03

5 541611 National Expert Actuary $530.30 $541.96 $553.89 $566.07 $578.53

6 541611 Expert Actuary I $477.39 $487.89 $498.63 $509.60 $520.81

7 541611 Expert Actuary III $417.19 $426.37 $435.75 $445.33 $455.13

8 541611 Senior Actuary I $374.24 $382.47 $390.89 $399.48 $408.27

9 541611 Senior Actuary II $355.11 $362.92 $370.90 $379.06 $387.40

10 541611 Senior Actuary III $340.90 $348.40 $356.06 $363.90 $371.90

11 541611 Senior Actuary IV $326.95 $334.14 $341.49 $349.01 $356.69

12 541611 Associate Actuary II $177.85 $181.76 $185.76 $189.85 $194.03

13 541611 Associate Actuary III $166.66 $170.33 $174.08 $177.91 $181.82

14 541611 Associate Actuary IV $154.97 $158.38 $161.86 $165.42 $169.06

15 541611 Assistant Actuary II $143.94 $147.11 $150.34 $153.65 $157.03

16 541611 Assistant Actuary IV $134.60 $137.57 $140.59 $143.68 $146.85

17 541611 Assistant Actuary V $129.16 $132.00 $134.90 $137.87 $140.91

18 541611 Expert Researcher I $420.33 $429.58 $439.03 $448.69 $458.56

19 541611 Expert Researcher II $406.12 $415.06 $424.19 $433.52 $443.06

20 541611 Researcher III $169.45 $173.18 $176.99 $180.88 $184.86

21 541611 Junior Researcher I $124.77 $127.52 $130.32 $133.19 $136.12

22 541611 Junior Researcher III $106.63 $108.98 $111.38 $113.83 $116.33

23 541611 Junior Researcher IV $98.59 $100.76 $102.98 $105.24 $107.56

24 541611 Project Coordinator $117.07 $119.65 $122.28 $124.97 $127.72

GS-00F-090CA Page 20

Option Period 2

Year 11 Year 12 Year 13 Year 14 Year 15

SIN(s) GSA Labor Category

3/27/25

3/26/26

3/27/26

3/26/27

3/27/27

3/26/28

3/27/28

3/26/29

3/27/29

3/26/30

Management Consulting Labor Categories

25 541611 Nationally Recognized Expert Actuary $441.19 $450.90 $460.82 $470.96 $481.32

26 541611 Recognized Expert Actuary $397.06 $405.80 $414.72 $423.85 $433.17

27 541611 Senior Expert Actuary $387.09 $395.61 $404.31 $413.21 $422.30

28 541611 Associate Expert Actuary $378.04 $386.36 $394.86 $403.55 $412.42

29 541611 Expert Actuary $328.19 $335.41 $342.79 $350.33 $358.04

30 541611 Senior Actuary 3 $305.00 $311.71 $318.56 $325.57 $332.74

31 541611 Associate Actuary 5 $169.27 $173.00 $176.80 $180.69 $184.67

32 541611 Associate Actuary 4 $154.47 $157.87 $161.34 $164.89 $168.52

33 541611 Assistant Actuary 2 $164.38 $167.99 $171.69 $175.47 $179.33

34 541611 Assistant Actuary 1 $143.80 $146.97 $150.20 $153.50 $156.88

35 541611 Junior Actuary 2 $114.74 $117.26 $119.84 $122.48 $125.17

36 541611 Nationally Recognized Expert Health Services

Research Professional $441.19 $450.90 $460.82 $470.96 $481.32

37 541611 Recognized Expert Health Services Research

Professional $397.06 $405.80 $414.72 $423.85 $433.17

38 541611 Senior Expert Health Services Research

Professional $382.57 $390.98 $399.58 $408.38 $417.36

39 541611 Expert Health Services Research Professional $328.19 $335.41 $342.79 $350.33 $358.04

40 541611 Senior Health Services Research Professional 2 $305.00 $311.71 $318.56 $325.57 $332.74

41 541611 Associate Health Services Research Professional

$205.04 $209.55 $214.16 $218.87 $223.69

42 541611 Assistant Health Services Research Professional

$158.60 $162.08 $165.65 $169.30 $173.02

43 541611 Assistant Health Services Research Professional

$158.11 $161.59 $165.14 $168.78 $172.49

44 541611 Junior Health Services Research Professional 2 $114.74 $117.26 $119.84 $122.48 $125.17

45 541611 Senior Financial Assistant $80.63 $82.40 $84.21 $86.07 $87.96

46 541611 Contract Administrator $85.85 $87.74 $89.67 $91.64 $93.65

Service Contract Labor Standards: The Service Contract Labor Standards (SCLS), formerly known as the Service Contract

Act (SCA), is applicable to this contract as it applies to the entire Multiple Award Schedule (MAS) and all services provided.

While no specific labor categories have been identified as being subject to SCLS/SCA due to exemptions for professional employees (FAR 22.1101, 22.1102 and 29 CRF 541.300), this contract still maintains the provisions and protections for SCLS eligible labor categories. If and / or when the contractor adds SCLS labor categories to the contract through the modification process, the contractor must inform the Contracting Officer and establish a SCLS matrix identifying the GSA labor category titles, the occupational code, SCLS labor category titles and the applicable WD number. Failure to do so may result in cancellation of the contract.