MAS - LWM III Consulting LLC - GS02F0153Y

GENERAL SERVICES ADMINISTRATION

Federal Supply Service

Authorized Federal Supply Schedule Pricelist

On-line 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.

Professional Services

FSC Codes R408, R704, R499

Business Administrative Services, Training, and Training Supplies

Contract Number: GS-02F-0153Y

For more information on ordering from Federal Supply Schedules click on the FSS Schedules button at fss.gsa.gov.

Contract Period: June 12, 2012 thru June 11, 2027

Price List Current Through Mod PO-0021 dated June 12, 2022

CONTRACTOR:

LWMIII Consulting, LLC

11141 Monmouth San Antonio, TX 78239

Phone: 210-364-3978 Fax: 210-646-2832 www.truegrowthleadership.com

Contract Administration Source: Address Above Business Size: Small

CUSTOMER INFORMATION:

1a. Awarded Special Item Number(s):

SIN Description

541611 Management and Financial Consulting, Acquisition and Grants Management Support, and Business Program and Project Management Services

611430 Professional and Management Development Training

ANCILLARY Ancillary Supplies and Services

OLM Order Level Materials (OLM)

1b. Lowest priced item for all Special Item Number(s):

SIN Items Description GSA Net Price

541611 Administrative Assistant $43.57/Hour 611430 TGA-360 Assessment Instruction $244.33 ANCILLARY TMVC-002 TeamMax® Value Cards - Team or Business -

Unit Values (Pack of 10 Deck) $76.10

1c. Services:

Professional Services (SIN 541611 and 611430) Labor Category Minimum Education/Experience Equivalencies:

Degree Related Experience

Associate’s degree (AA/AS) is equivalent to HS plus 2 years related experience

Bachelor’s degree (BA/BS) is equivalent to HS plus 4 years, or AA/AS degree plus 2 years related experience

Master’s degree (MA/MS) is equivalent to HS plus 6 years, AA/AS plus 4 years, or BA/BS plus 2 years related experience

Doctorate degree (PhD) is equivalent to HS plus 8 years, AA/AS plus 6 years, BA/BS plus 4 years, or MA/MS plus 2 years related experience

Relative Experience for Education Substitution Degree

HS plus 2 years of experience equals Associate's

Associate's plus 2 years of experience (over Associate's) or HS plus 4 years of experience over

HS

equals Bachelor's

Bachelor's plus 2 years (over Bachelor's) or plus 4 years over Associate's or plus 6 years over HS equals Master's

Master's plus 2 years (over Master's) or plus 4 years over Bachelor's or plus 6 years over Associate's or plus 8 years over HS equals Doctorate

Labor Category Descriptions:

Business Leader:

Minimum/General Experience: Must have 10 years of experience with PhD; 12 years with MA/MS; or 15 years with BA/BS

Functional Responsibility: Provides executive level consultation services to the leadership of the client organization. Serves as the senior manager for projects involving consulting services such as process improvement analyses, performance assessments, programmatic functional support, strategic planning, organizational analyses, and the management of assets.

Minimum Education: PhD/MA/MS/BA/BS in Business, Management, Information Systems, Operations Research or related fields

Program Leader II:

Minimum/General Experience: Must have at least 5 years of experience with BS; 10 years with no degree.

Functional Responsibility: Directs, coordinates, and exercises supervisory authority for planning, organizing, controlling, integrating and completing programs. Develops and establishes procedures and guidelines for daily operation of assigned programs and is primary technical and contracts liaison between LWMIII and the customers.

Minimum Education: BA/BS in Business, Management or related fields

Subject Matter Expert III

Minimum/General Experience: Must have at least 10 years of experience with MA/MS; 15 years with BA/BS; 20 years with No Degree

Functional Responsibility: Uses a wide application of principles, theories, concepts, and techniques to develop innovative solutions to problems. Provides expert advice, assistance, or guidance in support of programs and projects. Applies expert knowledge to gather facts, research and analyze the data, and develop conclusions and recommendations.

Minimum Education: MA/MS/BA/BS in scientific, technical or functional discipline

Training Program Manager

Minimum/General Experience: Must have at least 10 years of experience with MA/MS; 12 years with BA/BS; 20 years with No Degree

Functional Responsibility: Provides senior level training development support services to the client organization. Serves as the senior manager for projects involving training and training development services such as courseware, training text, target audience assessments.

Minimum Education: MA/MS/BA/BS in management, education, scientific, technical, or related field.

Training Instructor III

Minimum/General Experience: Must have at least 5 years of experience with MA/MS; 8 years with BA/BS; 15 years with AA/AS

Functional Responsibility: Serves as the training leader for other instructors. Defines training requirements and works with subject matter experts to design training strategy. Designs management/leadership specific courseware including structuring training classes, creating training text, delivering courses to students and testing effectiveness of the presented material.

Minimum Education: MA/MS/BA/BS/AA/AS in management, education, scientific, technical, or related field.

Training Instructor II

Minimum/General Experience: Must have at least 8 years of experience with BA/BS; 15 years with AA/AS

Functional Responsibility: Defines training requirements and works with subject matter experts to design training strategy. Designs management/leadership specific courseware including structuring training classes, creating training text, delivering courses to students and testing effectiveness of the presented material.

Minimum Education: BA/BS/AA/AS in management, education, scientific, technical, or related field.

Management Systems Specialist

Minimum/General Experience: Must have at least 3 years of experience with AA/AS, 7 years with HS

Functional Responsibility: Under direct supervision, assists in providing expert support services to Training leader and project team members as needed. Generally responsible for reports and documentation

Minimum Education: AA/AS

Administrative Assistant

Minimum/General Experience: Must have at least 1 year of experience with AA/AS; 3 years with HS

Functional Responsibility: Under direct supervision, assists in providing support services to Program Leader and project team members as needed. Generally responsible for reports and documentation

Minimum Education: HS Diploma

Training Services

TRAINING COURSE DESCRIPTIONS

Course Number: TGA-LDTP-4D

Title of Course: True Growth Academy - Leader Development Training Program (4 Day)

Length of Course:

4 days Minimum Number of Participants: 10 Maximum Number of Participants: 32

Location of Course: 1 Lincoln Square, Gettysburg, PA 17325

Course format: Lecture, exercises, battlefield tour, and one-on-one coaching

Description of Course: The True Growth® Academy, designed for management level leaders, provides a structured development of both the principles and applications of authentic leadership. The overall objectives of the True Growth® Academy experience are to understand the principles and benefits of authentic leadership; to create an environment of self-discovery, growth, and leadership development;

to gain clarity and conviction of one's personal values and how they align with the organization; to gain clarity of one's personal life purpose with the associated benefits of focus, passion, balance and true enjoyment; to build a set of personal leadership disciplines that support one's life purpose and values;

to engage participants in rich, challenging discussions that will promote original thinking in relation to both personal and professional development; to provide participants with multiple assessment tools designed to help them discover their authentic true selves; to explore the roots of organizational disengagement; to help leaders of organizations better understand how to create work environments and relationships that lead to passionately engaged teams.

Class Schedule: Offered 2 times per year – view website for dates

Course Number: TGA-LDTP-II

Title of Course: True Growth Academy II - Leader Development Training Program – Phase II (3-Day)

3 days Minimum Number of 10 Participants:

Maximum Number of 32 Participants:

Location of Course: Customer Site or 502 West Cesar E. Chavez Blvd, San Antonio, TX 78207

Course format: Lecture, exercises, and one-on-one coaching

Description of Course: The True Growth Academy II is an advanced course in team development specifically designed to help leaders discover the skills and behaviors essential to grow from authenticity to legacy leading. It is reserved for graduates of the True Growth Academy and leaders who participated in special True Growth seminars. Goals of the program are: Increased self-awareness to maximize leadership effectiveness; develop a clear understanding of leadership passion in order to fully commit to maximizing effectiveness as a leader; understand the impact of an out-of-control ego within organizations and discover behavioral strategies to control ego and express humility; understand the importance of exhibiting a positive attitude and leadership resiliency regardless of personal and organizational circumstances; understand the importance of exhibiting a positive attitude and leadership resiliency regardless of personal and organizational circumstances; discover the leadership principles required to be the leader others like to follow; and learn the critical energy systems inherent in the 7- Step Personnel Change Process© and how to implement change in self, others, and overall organization.

Course Number: TGA-LDTP-1D

Title of Course: True Growth Academy, Leader Development Training Program (1 Day)

1 day Minimum Number of Participants: 10

Maximum Number of Participants: 25

Location of Course: At Client-hosted facilities

Course format: Lecture, table-top and group interactive exercises

Description of Course: The True Growth® Academy, designed for management level leaders, provides a structured development of both the principles and applications of authentic leadership. The overall objectives of the True Growth® Academy experience are to understand the principles and benefits of authentic leadership; to create an environment of self-discovery, growth, and leadership development; to gain clarity and conviction of one's personal values and how they align with the organization; to gain clarity of one's personal life purpose with the associated benefits of focus, passion, balance and true enjoyment; to build a set of personal leadership disciplines that support one's life purpose and values; to engage participants in rich, challenging discussions that will promote original thinking in relation to both personal and professional development; to provide participants with multiple assessment tools designed to help them discover their authentic true selves; to explore the roots of organizational disengagement;

to help leaders of organizations better understand how to create work environments and relationships that lead to passionately engaged teams. LWMIII Consulting provides a 1 day leader development course with a compressed program – each participant completes coursework and develops a personal True Growth® Model.

Class Schedule: Scheduled classes available

Course Number: TGA-LDTP-1.5D

Title of Course: True Growth Academy – Leader Development Training Program (1 1/2 Days)

1.5 days Minimum Number of Participants: 10 Maximum Number of Participants: 25

Location of Course: At Client-hosted facilities

Course format: Lecture, table-top and group interactive exercises

Description of Course: The True Growth® Academy, designed for management level leaders, provides a structured development of both the principles and applications of authentic leadership. The overall objectives of the True Growth® Academy experience are to understand the principles and benefits of authentic leadership; to create an environment of self-discovery, growth, and leadership development; to gain clarity and conviction of one's personal values and how they align with the organization; to gain clarity of one's personal life purpose with the associated benefits of focus, passion, balance and true enjoyment; to build a set of personal leadership disciplines that support one's life purpose and values; to engage participants in rich, challenging discussions that will promote original thinking in relation to both personal and professional development; to provide participants with multiple assessment tools designed to help them discover their authentic true selves; to explore the roots of organizational disengagement;

to help leaders of organizations better understand how to create work environments and relationships that lead to passionately engaged teams. LWMIII Consulting provides a 1.5 day leader development course program – each participant completes coursework, develops a personal True Growth® Model, self-reflection time, learns to journal, completes a life story exercise, and, if requested by the client, completes a 360° individual leadership assessment with individual coaching.

Course Number: TGA-LDTP-2D

Title of Course: True Growth Academy, Leader Development Training Program - (2 Days)

2 days Minimum Number of Participants: 10

Maximum Number of Participants: 25

Location of Course: At Client-hosted facilities

Course format: Lecture, table-top and group interactive exercises

Description of Course: The True Growth® Academy, designed for management level leaders, provides a structured development of both the principles and applications of authentic leadership. The overall objectives of the True Growth® Academy experience are to understand the principles and benefits of authentic leadership; to create an environment of self-discovery, growth, and leadership development; to gain clarity and conviction of one's personal values and how they align with the organization; to gain clarity of one's personal life purpose with the associated benefits of focus, passion, balance and true enjoyment; to build a set of personal leadership disciplines that support one's life purpose and values; to engage participants in rich, challenging discussions that will promote original thinking in relation to both personal and professional development; to provide participants with multiple assessment tools designed to help them discover their authentic true selves; to explore the roots of organizational disengagement;

to help leaders of organizations better understand how to create work environments and relationships that lead to passionately engaged teams. LWMIII Consulting provides a 2 day leader development course program – each participant completes coursework, develops a personal True Growth® Model, self-reflection time, learns to journal, completes a life story exercise, and, if requested by the client, completes a 360° individual leadership assessment with individual coaching. Includes a comprehensive challenge exercise or “low ropes” program that puts each participant in a leadership role. The 2 day program also expands on the allotted time for table discussion and interaction. This program is often used as a team building program by agencies.

Course Number: TGA-360

Title of Course: True Growth Academy - 360 Assessment - Individual Leader 360 Assessment Instrument -

On-line Self Taught

Minimum Number of Participants:

No Minimum (Online)

Maximum Number of Participants: No maximum (Online)

Location of Course: Online

Course format: Interactive exercises

Description of Course: The 360 Assessment Tool - Authentic Leader Awareness was developed with professional organizational and individual behavior leaders who understand specific traits of a genuine or authentic leader. This instrument has been used by over 2,000 participants and has been found to be uniquely effective in identifying positive and developmental traits in leaders. The assessment is included in the True Growth Academy. Clients have an option to include the 360 assessment in the 2-day and 1.5 day.

The instrument will assess the training course participant (or an individual who requests an assessment) in 34 behaviors found in an authentic leader. The intent is to have an assessment for each leader completed 14 days prior to the training event. The online Assessment process is very easy to use and is designed to minimize time and effort for both the feedback providers and the feedback receivers. Each participant has their own web site created. The site is used to send invitation emails, send reminders, collect survey input and keep the participant and LWMIII advised of the 360 status at all times.

Coaching assignments will be made 14 days prior to the event. Coaches will receive the completed assessment reports and prepare a consulting worksheet prior to the start of the event. Their completed 360 Awareness Assessment will be given to the participant at the end the training program for review before the coaching session. A 55 minute face-to-face coaching session will be conducted with each leader. Upon completion of the session, the student will finalize his personal development plan to address personal growth, issues and shortfalls.

After 30-45 days, each coach will follow-up with the participants that they coached and conduct a telephonic consulting session to determine if the participant is executing an action plan to improve their professional and personal leadership behaviors based on needs identified during the 360 assessment and subsequent coaching.

LWMIII has an effective safeguard aspect to the 360° assessment. The LWMIII Administrative Assistant will provide the email addresses to the Assessment Administrator from Holton Systems who initiates the on-line 360° Awareness Assessment.

Intent is to have an assessment for each student completed NLT 14 days prior to the event. Each participant has their own secure web site created by Holton which is used to send invitation emails, send reminders, collect survey input and keep the participant and LWMIII advised of the Assessment’s status at all times. A robust web site is utilized by Holton to host the 360° Awareness Assessment application. The application is written in ASP code with a relational database as a survey driver and to securely store the survey input. RAID technology is used to ensure that no data is lost by a single point of failure. Final reports analyzing the survey input from a number of different viewpoints are accurately prepared using Crystal Reports.

2. Maximum Order: SINs: 541611 and 611430 - $1,000,000; ANCILLARY and OLM - $250,000.00

3. Minimum Order Limitation: $100.00

4. Geographic Coverage: 48 contiguous States and Washington, DC

5. Points of Production: San Antonio, Bexar County, TX

6. Basic Discount: Prices shown are NET.

7. Quantity/Volume Discount:

SIN 611430 Training Courses

Quantity Discount True Growth Academy - 2 or more students $500 discount

Volume Discount

Additional 2% Discount- Orders $50,000.00 + Additional 3% Discount - Orders 100,000.00 + Additional 4% Discount - Orders 200,000.00 +

SIN ANCILLARY - Support Products

10% Discount -- 20+ units on Books and Training Aids

8. Prompt Payment Terms: Net 30 Days

9 a. Government purchase cards are accepted below the micro-purchase threshold

9b. Government purchase cards are accepted above the micropurchase threshold.

10. Foreign Items: None

11a. Time of Delivery: To be Determined at the Task Level

11b. Expedited Delivery: To be Determined at the Task Level

11c. Overnight / 2-Day Delivery: Contact Customer Service for information on faster deliveries.

11d. Urgent Requirements: Contact Customer Service for information on faster deliveries.

12. FOB Point: Destination within 48 contiguous States and Washington, DC, and to points of export.

13a. Ordering Address: Mail: LWMIII Consulting, LLC

13b. Ordering Procedures: For supplies and services, the ordering procedures and information on Blanket Purchase Agreements (BPA’s) are found in Federal Acquisition Regulation (FAR) 8.405-3.

14. Payment Address: LWMIII Consulting, LLC

15. Warranty Provisions: Manufacturer’s standard warranties applies to these products.

16. Export Packing Charges: Not applicable.

17. Terms and Conditions of Government Purchase Card Acceptance: LWMIII Consulting, LLC will accept government purchase cards up to the amount authorized by VISA for that individual at time of order.

18. Rental, Maintenance, And Repair: Not available under this contract.

19. Terms and Conditions of Installation: N/A

20. Repair Parts: Repair parts are not available under this contract.

20a. Terms and Conditions for Any Other Services: No other services are available

21 Service and Distribution Points:

LWMIII Consulting, LLC

22. List of Participating Dealers: None

23. Preventive Maintenance: Not applicable

24a. Environmental Attributes, E.G., Recycled Content, Energy Efficiency, and/Or Reduced Pollutants. Not applicable

24b. Section 508 Compliance: Not applicable

25. Data Universal Number System (DUNS) Number: 828070289

26. Central Contractor Registration (CCR) : LWMIII Consulting, LLC is registered in the System for Award Management (SAM) database.

LWMIII Consulting, LLC

Phone: 210-364-3978 Fax: 210-646-2832

PRICING

Labor Category Rates (per Hour)

SIN 541611 - Management Consulting Services

Labor Category Description GSA Net Price

Business Leader $ 186.49

Program Leader II $ 154.50

Subject Matter Expert III $ 209.23

Training Program Manager $ 182.91

Training Instructor III $ 155.48

Training Instructor II $ 135.36

Management Systems Specialist $ 52.77

Administrative Assistant $ 43.57 continued

Part Number SIN 611430 - Professional and Management

Development Training GSA Net

Price

TGA-LDTP-4D True Growth Academy, Leader Development Training Program (4 Day) - Offsite - Location Ye Kendall Inn – Boerne, Texas – Training Fee is all-inclusive (activities, meals, lodging, transportation) upon arrival at the San Antonio, Texas airport. Price per Leader

$3,860.45

TGA-LDTP-II

True Growth Academy II - Leader Development Training Program (3 day) – Customer Site or Offsite - Location Doubletree San Antonio, Texas - Training Fee is all inclusive (activities, meals, lodging, transportation upon arrival at the San Antonio, TX airport. Price per leader

$1,954.66

TGA-LDTP-2D True Growth Academy, Leader Development Training Program - (2 Days) - Customer Site - plus travel expenses for two facilitators. Fee includes program and course materials for up to 25 leaders.

$17,591.94

TGA-LDTP-1.5D True Growth Academy – Leader Development Training Program (1 1/2 Days) - Customer Site - plus travel expenses for two facilitators. Fee includes program and course materials for up to 25 leaders.

$15,637.28

TGA-LDTP-1D True Growth Academy, Leader Development Training Program (1 Day) - Customer Site - plus travel expenses for two facilitators. Fee includes program and course materials for up to 25 leaders.

$9,773.30

TGA-360 True Growth Academy - 360 Assessment - Individual leader 360 assessment instrument - Price per Leader

$244.33

Part Number SIN ANCILLARY - Ancillary Supplies and/or Services Net GSA

Price

Training Aids

TGVC-001 True Growth Value Cards - Individual 's Values (Pack of 10 Deck)

$85.67

TMVC-002 TeamMax® Value Cards - Team or Business - Unit Values (Pack of 10 Deck)

$76.10