MAS - Summit Consulting LLC - GS00F122CA

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Attached to
Federal Supply Schedule GS00F122CA Federal contract IDV
Contract number
GS00F122CA
Issued by
GSA Federal Acquisition Service

About this file

Products and Services:

  • The document outlines a range of services provided by Summit Consulting, including financial advising, loan servicing, asset management services, financial asset resolution services, auditing services, budget and financial management services, and management and financial consulting.
  • The document also provides a list of labor categories and their respective rates, which include roles such as Functional SME, Project Director, Project Manager, Senior Consultant, Consultant II, Consultant, Senior Analyst, Analyst II, Analyst, Academic Expert, Project Director FABS, Sr. Economist, Sr. Survey Research Specialist, Survey Research Specialist, Statistician, Economist, Data Analyst I, Data Analyst II, and Market Researcher.

Location:

  • The services are to be provided both domestically and overseas.
  • The point of production is the same as the contractor's address, which is 777 6th St., NW, Suite 520, Washington, DC 20001.

Dates:

  • The contract period is from May 1, 2020 to April 30, 2025.
  • The time of delivery is specified on the Task Order.

People:

  • The contractor is Summit Consulting, LLC.
  • The contract administrator and authorized negotiator is Florida Hendricks, who is the Contracts Manager.
  • The document also mentions a range of labor categories, which presumably refer to the roles of people who will be involved in providing the services.

Summit Consulting LLC Pricelist and/or Vendor Terms and Conditions for GS00F122CA, a Federal Supply Schedule awarded to Summit Consulting LLC, under The Professional Services Schedule (PSS)

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General Services Administration FEDERAL ACQUISITION SERVICE Multiple Award Schedule Federal Supply Group: Professional Services

Authorized Federal Supply Schedule FSS Price List

Contract Number:
GS-00F-122CA
Business Size:
Small Business
Contract Period:
May 1, 2020–April 30, 2025
Contractor:
Summit Consulting, LLC

777 6th St., NW, Suite 520, Washington, DC 20001 http://www.summitllc.us

Contract Administrator & Authorized Negotiator Florida Hendricks | Contracts Manager (443)924-1945 | contracts@summitllc.us

Price list current as of Modification No. PS-0038 effective March 14, 2023

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

For more information on ordering, go to the following website: https://www.gsa.gov/schedules

Response to RFQ # RFQ1433335July 7, 2020
HUD IT Strategy and Technical Support Services BPAVolume II – Price

Table of Contents

About Summit1
Our Federal Clients1
Contractor Information2
Labor Categories and Rates5
Rates including Industrial Funding Fee (IFF)5
Labor Category Descriptions7
Descriptions including Education and Experience Requirements7

GSA Multiple Award Schedule

Prepared by Summit page 1 About Summit Summit is a quantitative consulting and data analytics firm that works with public and commercial clients to turn data into actionable intelligence. The key to our success is unparalleled customer service and extensive client collaboration. We take on our clients’ missions and objectives as our own, and our work is complete only when we provide customized, easy-to-understand solutions that allow our clients to make wise, data-driven decisions.

Summit’s partners, directors, and bench of uniquely experienced economists and econometricians lead teams in four core areas: federal credit and finance, mortgage finance, litigation, and health and employment. We couple our core expertise with our passion for methodology and numbers to derive sound, transparent, and reproducible results. Our collaborative, innovative culture allows us to remain at—and push—the forefront of analytics best practices. And our fun and stimulating environment values bright, original thinking and hard work.

Combining these elements—unparalleled customer service, domain and quantitative expertise, and an extraordinary workforce—allows us to deliver the best results to our clients.

That’s complexity simplified. That’s Summit.

Our Federal Clients

Prepared by Summit page 14 Export-Import Bank of the United States Federal Aviation Administration Federal Deposit Insurance Corporation Federal Housing Administration Federal Housing Finance Agency Freddie Mac Ginnie Mae National Credit Union Administration National Institutes of Health U.S. Department of Agriculture U.S. Department of Commerce U.S. Department of Education U.S. Department of Energy U.S. Department of Health and Human Services U.S. Department of Homeland Security U.S. Department of Housing and Urban Development U.S. Department of Justice U.S. Department of Labor U.S. Department of Transportation U.S. Department of the Treasury U.S. Department of Veterans Affairs U.S. International Development Finance Corporation (formerly OPIC) U.S. International Trade Commission U.S. Small Business Administration U.S. Social Security Administration

Contractor Information

1a.
Table of Awarded Special Item Number(s):SIN

SIN Description 522310 Financial Advising, Loan Servicing and Asset Management Services 531210 Financial Asset Resolution Services 541211 Auditing Services 541219 Budget and Financial Management Services 541611 Management and Financial Consulting, Acquisition and Grants Management Support, and Business Program and Project Management Services

OLM

Order Level Materials

1b.
SIN
SIN Description
522310
SEE PRICE LIST BELOW
531210
SEE PRICE LIST BELOW
541211
SEE PRICE LIST BELOW
541219
SEE PRICE LIST BELOW
541611
SEE PRICE LIST BELOW
1c.
SIN
SIN Description
522310
SEE PRICE LIST BELOW
531210
SEE PRICE LIST BELOW
541211
SEE PRICE LIST BELOW
541219
SEE PRICE LIST BELOW
541611
SEE PRICE LIST BELOW
2.
Maximum Order:
$1,000,000.00
3.
Minimum Order:
$100.00
4.
Geographic Coverage (Delivery Area):
Domestic and Overseas
5.
Point(s) of production (city, county, and state or foreign country):
Same as Contractor address
6.
Discount from list prices or statement of net price:
Government net prices (discounts already deducted).

See attachment.

7.
Quantity discounts:
None offered
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 (list items by country of origin):
None
10a.
Time of Delivery (Contractor insert number of days):
Specified on the Task Order
10b.
Expedited Delivery. The Contractor will insert the sentence “Items available for expedited delivery are noted in this price list.” under this heading. The Contractor may use a symbol of its choosing to highlight items in its price list that have expedited delivery:
Contact Contractor
10c.
Overnight and 2-day delivery. The Contractor will indicate whether overnight and 2-day delivery are available. Also, the Contractor will indicate that the schedule customer may contact the Contractor for rates for overnight and 2-day delivery:
Contact Contractor
10d.
Urgent Requirements. The Contractor will note in its price list the “Urgent Requirements” clause of its contract and advise agencies that they can also contact the Contractor’s representative to effect a faster delivery:
Contact Contractor
11.
F.O.B. Point(s):
Destination
12a.
Ordering Address(es):
Same as Contractor address
12b.
Ordering procedures:

See Federal Acquisition Regulation (FAR) 8.405- 3

13.
Payment address(es):
Same as Contractor address
14.
Warranty Provision:
Contractor’s standard

commercial warranty

15.
Export Packing Charges (if applicable):
N/A
16.
Terms and conditions of rental, maintenance, and repair (if applicable):
N/A
17.
Terms and conditions of installation (if applicable)
N/A
18.a.
Terms and conditions of repair parts indicating date of parts price lists and any discounts from list prices (if applicable):
N/A
18b.
Terms and conditions for any other services (if applicable):
N/A
19.
List of service and distribution points (if applicable):
N/A
20
List of participating dealers (if applicable):
N/A
21.
Preventive maintenance (if applicable):
N/A
22a.
Environmental attributes, e.g., recycled content, energy efficiency, and/or reduced pollutants:
N/A
22b.
Section 508 Compliance for ICT: NOT APPLICABLE
23.
Unique Entity Identifier (UEI) number:
FNYSF7XELS5
24.
Notification regarding registration in System Award Management (SAM) database:

CAGE CODE:

Registered

3GZS9

Labor Categories and Rates Rates including Industrial Funding Fee (IFF)

SIN
Labor Category
YEAR 6

May 1, 2020– April 30, YEAR 7

May 1, 2021– April 30, YEAR 8

May 1, 2022– April 30, YEAR 9

May 1, 2023– April 30, YEAR 10

May 1, 2024– April 30,

541611
Functional SME
$349.24
$356.23
$363.35
$370.62
$378.03
541611
Project Director MOBIS
$234.86
$239.56
$244.35
$249.24
$254.22
541611
Project Manager
$206.00
$210.12
$214.32
$218.61
$222.98
541611
Sr. Consultant
$166.92
$170.26
$173.66
$177.14
$180.68
541611
Consultant II
$147.99
$150.95
$153.96
$157.04
$160.18
541611
Consultant
$136.14
$138.87
$141.64
$144.48
$147.36
541611
Sr. Analyst
$112.46
$114.71
$117.00
$119.34
$121.73
541611
Analyst II
$94.71
$96.61
$98.54
$100.51
$102.52
541611
Analyst
$76.95
$78.49
$80.06
$81.66
$83.29

522310, 531210, 541211, 541219, 541611

Academic Expert
$638.54
$651.31
$664.34
$677.62
$691.18

522310, 531210, 541211, 541219, 541611

Project Director FABS
$387.38
$395.13
$403.03
$411.09
$419.31

522310, 531210, 541211, 541219, 541611

Sr. Economist
$281.74
$287.37
$293.12
$298.98
$304.96

522310, 531210, 541211, 541219, 541611

Sr. Survey Research Specialist
$281.74
$287.37
$293.12
$298.98
$304.96

522310, 531210, 541211, 541219, 541611

Survey Research Specialist
$210.68
$214.89
$219.19
$223.58
$228.05

522310, 531210, 541211, 541219, 541611

Statistician
$176.08
$179.60
$183.19
$186.86
$190.59

522310, 531210, 541211, 541219, 541611

Economist
$140.86
$143.68
$146.55
$149.48
$152.47

522310, 531210, 541211, 541219, 541611

Data Analyst I
$105.65
$107.76
$109.92
$112.12
$114.36

522310, 531210, 541211, 541219, 541611

Data Analyst II
$84.52
$86.21
$87.93
$89.69
$91.48

522310, 531210, 541211, 541219, 541611

Market Researcher
$70.45
$71.86
$73.30
$74.76
$76.26

Labor Category Descriptions Descriptions including Education and Experience Requirements Functional Subject Matter Expert, PhD, 15 years. Provides specialized knowledge in a technical subject area such as program planning, evaluation, or economic or regulatory studies. Authors expert reports and reviews reports and other deliverables of technical quality and accuracy. May provide expert witness services in support of litigation, claims, or other formal cases.

Project Director (MOBIS), MA/MS, 8 Years. Serves as primary point of contact for client leadership and senior client decision makers. Guides strategic client presentations and meetings and ensures that client priorities are achieved on time and at budget.

Project Manager, MA/MS, 5 years. Performs day-to-day management of contract support operations, possibly involving multiple tasks and teams. Provides technical guidance to the project team in performance of the work and reviews the quality of all work products. Directs staff on daily basis.

Senior Consultant, MA/MS, 2 years. Organizes, directs, and coordinates the planning and production of all activities associated with assigned tasks. Provides technical guidance to the project team and contributes to the performance deliverable tasks.

Consultant II, MA/MS, 0 Years. Supports consulting engagements and studies using specialized skills and knowledge. Contributes to the execution of project or task plan and helps assess the impact of policy changes or macroeconomic trends using standard methodologies. Conducts activities in support of the project team’s objectives.

Consultant, BA/BS, 5 Years. Supports consulting engagements and studies using specialized skills and knowledge. Contributes to the execution of project or task plan and helps to assess the impact of policy changes or macroeconomic trends using standard methodologies. Conducts activities in support of the project team’s objectives.

Senior Analyst, BA/BS, 3 Years. Possesses knowledge of applying analytic methodologies and principles to address client’s needs. Contributes to consulting staff client assignments within specified guidelines. Supports drafting of studies and reports under the guidance of Senior Consultant, Project Manager, and Subject Matter Expert(s). Understands overall purpose of task assignment.

Analyst II, BA/BS, 2 Years. Contributes to consulting staff client assignments within specified guidelines. Supports drafting of studies and reports under the guidance of Senior Consultant, Project Manager and Subject Matter Expert(s). Understands overall purpose of task assignment.

Analyst, BA/BS, 0 Years. Contributes to consulting staff client assignments within specified guidelines. Supports drafting of studies and reports under the guidance of Senior Analyst, Senior Consultant, Project Manager and Subject Matter Expert(s). Understands overall purpose of task assignment.

Academic Expert, PhD and University Appointment, 5 years. Provides conceptual framework for engagement. Provides intellectual guidance. Provides state-of-the-art academic research. Authors expert reports. Provides overall project quality control.

Project Director FABS, PhD or Equivalent, 10 years. Serves as a liaison between company’s staff members, academic experts, and clients. Coordinates and directs staff with diverse technical skills and backgrounds to ensure delivery of a high-quality product on time and within budget limitations. Responsible for the administrative, contractual, and financial aspects of projects.

Sr. Economist, PhD or Equivalent, 5 years. Provides and implements economic and econometric analysis for projects. Responsible for performing work of a technically complex nature, for directing and reviewing work of the other staff, and for day-to-day management of the professional activity on a project.

Sr. Survey Research Specialist, PhD or Equivalent, 5 years. Provides and implements survey analysis for projects. Responsible for performing work of a technically complex nature, for directing and reviewing work of the other staff, and for day-to-day management of the professional activity on a project.

Survey Research Specialist, MA/MS or Equivalent, 3 Years. Carries out specific survey research and other implementations, including data collection and computer programming. Responsible for performing work of a moderately complex nature under the direction of senior staff.

Statistician, MA/MS or Equivalent, 3 Years. Carries out specific statistical analytical steps and other implementations, including data collection and computer programming. Responsible for performing work of a moderately complex nature under the direction of senior staff.

Economist, MA/MS or Equivalent, 3 Years. Carries out specific econometric and statistical analytical steps and other implementations, including data collection and computer programming. Responsible for performing work of a moderately complex nature under the direction of senior staff.

Data Analyst I BA/BS or Equivalent, 5 Years. Performs data collection, and data management task. Performs preliminary data analysis. Supervises Data Analyst II. Responsible for performing information collection, analysis, and interpretation under the direction of senior staff.

Data Analyst II, BA/BS or Equivalent, 2 Years. Supports data collection and data management. Performs data cleansing and data organization steps. Responsible for performing information collection and organization under the direction of senior staff.

Market Researcher, BA/BS or Equivalent, 0 years. Identifies data sources and organizes other documentary evidence.

EXPERIENCE EQUIVALENCY TABLE:

Education and experience may be substituted for each other. Each year of relevant experience may be substituted for one year of education and vice versa. In addition, GED, professional licenses, and vocational technical training may be substituted for experience or education.

Degree
Experience Equivalence
Other Equivalence

High School

GED

Associates
2-year relevant experience
Vocational or technical training in work-related field.
Bachelor’s
Associate degree + 2 year’s relevant experience, or 4 year’s relevant experience
Master’s
Bachelor’s degree + 2 year’s relevant experience, or Associate’s + 4 year’s relevant experience
Professional license
Doctor’s
Master’s degree + 2 year’s relevant experience, or Bachelor’s + 4 year’s relevant experience

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