MAS - PM2 Strategies LLC - GS03F041GA

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Federal Supply Schedule GS03F041GA
Contract number
GS03F041GA
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Products and Services: The document mentions a variety of professional services related to consulting, facilitation, training, and program/project management disciplines. These services are provided in the Additive Manufacturing industry and are offered at different levels of expertise, including Analysts, Administrative Analysts, Leaders, Program Managers, and Consultants. The services are categorized under Special Item Numbers (SINs) 333249, 541611, and 541690.

Location: The contractor, PM2 Strategies LLC, is based in Westlake, OH. The document mentions that the geographic coverage for the delivery of services is domestic only, covering 48 states and DC. The point of production is the same as the company address.

Dates: The contract period is from February 16, 2022, to February 15, 2027. The time of delivery is specified on the Task Order.

People: The contractor is PM2 Strategies LLC. The contact person for contract administration is Scott S. Leonard, who can be reached at scott.leonard@pm2strategies.com. The company's telephone number is 937-305-4434.

D.k. Jones Consulting, LLC (DBA PM2 Strategies) Pricelist and/or Vendor Terms and Conditions for GS03F041GA, a Federal Supply Schedule awarded to D.k. Jones Consulting, LLC (DBA PM2 Strategies), under The Office Imaging and Document Solution (FSS-36)

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GENERAL SERVICES ADMINISTRATION

Federal Acquisition Service Authorized Federal Supply Schedule FSS 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: http://www.GSAAdvantage.gov.

Multiple Award Schedule Federal Supply Group: Professional Services

Contract Number: GS-03F-041GA

Contract Period: February 16, 2022 – February 15, 2027

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

Contractor: PM2 Strategies LLC

25679 Woodpath Trl.

Westlake, OH 44145

In accordance with 13 C.F.R. 121.404, the Contractor is ineligible to participate in any RFQ that is set aside for small business where the subject contract’s awarded size status for the preponderance NAICS designated in the RFQ is “other than small”.

Business Size: Small Business Telephone: 937-305-4434 Web Site: www.pm2strategies.com E-mail: scott.leonard@pm2strategies.com Contract Administration: Scott S. Leonard

Price List current as of #PS-0032 effective 20 May 2025.

mailto:scott.leonard@pm2strategies.com

CUSTOMER INFORMATION:

1a. Table of Awarded Special Item Number(s) with appropriate cross-reference to item descriptions and awarded prices:

SIN SIN Description Pages

333249 3D Printing Solutions and Additive Manufacturing Solutions 4, 7-10

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

4-5, 11-14

541690 Technical Consulting Services 5-6, 14-18

OLM Order-Level Materials, determined at the delivery/task order level

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 Pricing, Page 4.

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. See Labor Category Descriptions Page 6.

2. Maximum Order: $1.000,000.00

3. Minimum Order: $100

4. Geographic Coverage (delivery Area): Domestic only (V – 48 States, DC)

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 page 4.

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 Points(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: Contact Contractor

17. Terms and conditions of installation (if applicable): N/A

18a. 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. 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 for the information and communications technology (ICT) products and services 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: CNWLMKKGG848

24. Notification regarding registration in System for Award Management (SAM) database: Registered.

Labor Category Descriptions

The table shows the Labor Categories with functional duties and required experience and education at each labor category. Substitution guidelines between education and experience are given after the table.

Labor Category Description

Executive

(SIN 333249,

541611, 541690)

If Technical Services role: Responsible for planning, organizing, and directing programs relating to services such as consulting, facilitation, training, and program/project management disciplines. Defines and interprets strategic requirements, analyzes and provides guidance on strategic issues. Develops and leads projects including defining scope, objectives, and methods. Applies and/or develops advanced technologies, scientific principles, theories, and concepts. Often serves as a subject matter expert for specialized consulting assignments. Individual is recognized as a thought leader and an expert in the field, providing a major impact on customer success and productivity.

If Management role: Individual has management oversight of all major functions, disciplines, or segments of a program/project relating to services such as consulting, facilitation, training, and program/project management disciplines. Responsibilities may include long range planning, and full responsibility for all aspects of program/project/department performance. Education and Experience: 18 years with Master’s Degree.

Director

(SIN 333249,

541611, 541690)

If Technical Services role: Responsible for planning, organizing, and directing programs relating to services such as consulting, facilitation, training, and program/project management disciplines. Defines and interprets strategic requirements, analyzes and provides guidance on strategic issues. Develops and leads projects including defining scope, objectives, and methods. Applies and/or develops advanced technologies, scientific principles, theories, and concepts. Often serves as a subject matter expert for specialized consulting assignments. Individual is recognized as an expert in the field, providing a major impact on customer success and productivity.

If Management role: Individual directs a major function, discipline or significant segment of a functional group or program relating to services such as consulting, facilitation, training, and program/project management disciplines. Responsibilities may include planning, risk management, and all aspects of program performance on a large technical services task.

Education and Experience: 12 years with Master’s Degree.

Program Manager

(SIN 333249,

541611, 541690)

Manages a program relating to services such as consulting, facilitation, training, and program/project management disciplines by providing guidance based on goals, objectives, and customer requirements. Responsibilities may include planning, risk management, and project performance addressing cost, schedule, and technical quality for related Work Breakdown Structure (WBS) elements on a large technical services-type task. May also serve as a subject matter expert for specialized consulting assignments. Education and Experience: 7 years with Master’ Degree or 9 years with Bachelor’s Degree.

Analyst 6

(SIN 333249,

541611, 541690)

Possesses in-depth knowledge of principles, concepts and techniques appropriate to services provided. Interprets requirements, performs highly complex analyses, and develops advanced technical ideas and guides their development into a final product.

Provides technical expertise for solving complex problems. May acts as advisor to customers on advanced technical research studies and applications. Individual recognized as an expert in field, providing a major impact on customer success and productivity.

Duties may include activities related to program administration, scheduling, contracts, and pricing. Demonstrates skill to analyze and develop innovative solutions to complex problems supporting services such as consulting, facilitation, training, and program/project management disciplines. Develops advanced concepts, techniques, and standards; creates new applications based on professional principles and theories. Individual may act as an advisor to customers. May support and assist higher level team members. Education and Experience: 18 years with Master’s Degree or 20 years with Bachelor’s Degree.

Analyst 5

(SIN 333249,

541611, 541690)

Possesses in-depth knowledge of principles, concepts and techniques appropriate to services provided. Interprets requirements, performs highly complex analyses, and develops advanced technical ideas and guides their development into a final product.

Provides technical expertise for solving complex problems. May act as advisor to customers on advanced technical research studies and applications.

Duties may include activities related to program administration, scheduling, contracts, and pricing. Demonstrates skill to analyze and develop innovative solutions to complex problems supporting services such as consulting, facilitation, training, and program/project management disciplines. Develops advanced concepts, techniques, and standards; creates new applications based on professional principles and theories. Individual may act as an advisor to customers. May support higher-level team members. Education and Experience:

12 years with Master’s Degree or 14 years with Bachelor’s Degree.

Analyst 4

(SIN 333249,

541611, 541690)

Possesses in-depth knowledge of principles, concepts and techniques appropriate to services provided. Interprets requirements, performs complex analyses, and develops technical ideas and guides their development into a final product. Provides technical expertise for solving complex problems. May acts as advisor to customers on advanced technical research studies and applications. May support and assist a Consultant or higher-level Analyst.

Duties may include activities related to program administration, scheduling, contracts, and pricing. Individual contributes to the development of new concepts, techniques, and standards supporting services such as consulting, facilitation, training, and program/project management disciplines. Creates and identifies solutions to complex problems. Ensures solutions are consistent with program objectives. Individual may act as an advisor or support to customers. Education and Experience: 7 years with Master’s Degree or 9 years with Bachelor’s Degree.

Analyst 3

(SIN 333249,

541611, 541690)

Possesses in-depth knowledge of principles, concepts and techniques appropriate to services provided. Interprets requirements, performs complex analyses, and develops technical ideas and guides their development into a final product. Provides technical expertise for solving complex problems. May acts as advisor to customers on advanced technical research studies and applications. May support and assist a Consultant or higher-level Analyst.

Duties may include activities related to program administration, scheduling, contracts and pricing. Job requires complete understanding and application of principles, concepts, practices, and standards supporting services such as consulting, facilitation, training, and program/project management disciplines. Full knowledge of industry practices.

Demonstrates the skill to perform fairly complex professional tasks and develop solutions.

Individual may act as an advisor or support to customers. Education and Experience: 3 years with Master’s Degree or 5 years with Bachelor’s Degree.

Analyst 2

(SIN 333249,

541611, 541690)

Possesses knowledge of principles, concepts and techniques appropriate to services provided. Performs analyses, and follows established procedures and contributes to the completion of milestones associated with specific projects. May support and assist a Consultant or higher-level Analyst.

Duties may include activities related to program administration, scheduling, contracts and pricing. Job requires frequent use and general knowledge of industry practices, techniques, standards and a general application of concepts and principles to support services such as consulting, facilitation, training, and program/project management disciplines.

Demonstrates the skill and ability to perform moderately complex professional tasks, and develop solutions to a variety of problems of moderate scope and complexity. Individual may act as support to customers. Education and Experience: 0 years with Master’s Degree or 2 years with Bachelor’s Degree.

Analyst 1

(SIN 333249,

541611, 541690)

Possesses knowledge of principles, concepts and techniques appropriate to services provided. Work follows technical and process guidance and instructions, contributing to the completion of assigned technical tasks.

Duties may include activities related to program administration, scheduling, contracts and pricing. Job requires limited use and/or application of basic principles, theories, and concepts and a general knowledge of industry practices and standards relating to support services such as consulting, facilitation, training, and program/project management disciplines. Demonstrates the skill and ability to perform basic professional tasks, and solve routine problems of limited scope and complexity following established policies and procedures. Individual may act as support to customers. Education and Experience: 0 years with Bachelor’s Degree or 2 years with Associate’s Degree.

Principal Subject Matter Expert, Tiers 1-4

(SIN 333249,

541611, 541690)

Provides strategic and technical advice and support to executive and management-level clients regarding major programs, initiatives, and decisions. Helps client to optimize program return on investment while avoiding strategic errors and mitigating risk.

Contributions have a major impact on client organization’s mission effectiveness as measured in dollars, time, lives saved, lives improved, or other critical success factors.

Principal Subject Matter Experts have a degree of expertise and reputation that may put them on a short list of peers at the national to global level. The tier represents incremental levels of market demand/pricing for their services. Education and Experience: 20+ years with Bachelor’s Degree.

Senior Subject Matter Expert, Tiers 1-4

(SIN 333249,

541611, 541690)

Provides strategic and technical advice and support to executive and management-level clients regarding major programs, initiatives, and decisions. Helps client to optimize program return on investment while avoiding strategic errors and mitigating risk.

Contributions have a major impact on client organization’s mission effectiveness as measured in dollars, time, lives saved, lives improved, or other critical success factors.

Senior Subject Matter Experts have a degree of expertise and reputation that may put them on a short list of peers at the regional to national level. The tier represents incremental levels of market demand/pricing for their services. Education and Experience:

15+ years with Bachelor’s Degree.

Staff Subject Matter Expert, Tiers 1-4

(SIN 333249,

541611, 541690)

Provides strategic and technical advice and support to executive and management-level clients regarding major programs, initiatives, and decisions. Helps client to optimize program return on investment while avoiding strategic errors and mitigating risk.

Contributions have a major impact on client organization’s mission effectiveness as measured in dollars, time, lives saved, lives improved, or other critical success factors.

Staff Subject Matter Experts have a degree of expertise and reputation that may put them on a short list of peers at the state to regional level. The tier represents incremental levels of market demand/pricing for their services. Education and Experience: 10+ years with Bachelor’s Degree.

Associate Subject Matter Expert, Tiers 1-4

(SIN 333249,

541611, 541690)

Provides strategic and technical advice and support to executive and management-level clients regarding major programs, initiatives, and decisions. Helps client to optimize program return on investment while avoiding strategic errors and mitigating risk.

Contributions have a major impact on client organization’s mission effectiveness as measured in dollars, time, lives saved, lives improved, or other critical success factors.

Associate Subject Matter Experts have a degree of expertise and reputation that may put them on a short list of peers at the local to state level. The tier represents incremental levels of market demand/pricing for their services. Education and Experience: 5+ years with Bachelor’s Degree.

Project Analyst

(SIN 333249,

541611, 541690)

Assists clients with implementation and oversight of all aspects of the project. Normally involves the schedule, technology, methodology, tools, and financial management of the project. Responsible for planning, executing, and evaluating projects according to predetermined timelines and budget. Report to clients, and ensure quality control throughout the project life cycle. Communicates regularly with customers/clients, management, project staff, vendors, and others as appropriate. Education and Experience:

4 years with Associates or 2 years with Bachelors or 0 years with Masters.

Project Manager

(SIN 333249,

541611, 541690)

Provides technical analysis or support to programs, projects or tasks and performs a variety of technical and programmatic tasks, either independently or under supervision, which is broad in nature. These efforts may include planning and implementation. Additional areas may include oversight of project or task deliverables. Support clients as required and perform other duties as assigned. Education and Experience: 4 years with Associates or 2 years with Bachelors or 0 years with Masters.

Consultant 1

(SIN 333249,

541611, 541690)

Provides expertise in business, management, functional, technical, professional or policy areas of the client program or project. Responsibilities include: identifying issues;

conducting expert analysis and assessment of these issues; and providing expert advice and support to clients. Develops and implements methodologies, frameworks, and tools to institutionalize, implement, and improve analysis, evaluation, ideation, and decision-making processes. Has demonstrated expertise in areas such as Business Strategy, Supply Chain, Research & Development, Technology Transition, Manufacturing, Business Process Improvement, Organizational Change, Industry Sectors, or Specific Client/Government Missions. May act independently or guide or assist the efforts of business, scientific, engineering, operational, financial, acquisition, technical, policy and professional client teams. May be called upon to provide inputs, prepare, write and/or present high-level briefings, white papers or reports. May facilitate or lead working groups for tasks such as ideation, strategy, planning, evaluation, prioritization, and problem definition. Level of expertise is graduated according to experience. Education and Experience: 2 years with Bachelors; 0 years with Masters.

Consultant 2

(SIN 333249,

541611, 541690)

Provides expertise in business, management, functional, technical, professional or policy areas of the client program or project. Responsibilities include: identifying issues;

conducting expert analysis and assessment of these issues; and providing expert advice and support to clients. Develops and implements methodologies, frameworks, and tools to institutionalize, implement, and improve analysis, evaluation, ideation, and decision-making processes. Has demonstrated expertise in areas such as Business Strategy, Supply Chain, Research & Development, Technology Transition, Manufacturing, Business Process Improvement, Organizational Change, Industry Sectors, or Specific Client/Government Missions. May act independently or guide or assist the efforts of business, scientific, engineering, operational, financial, acquisition, technical, policy and professional client teams. May be called upon to provide inputs, prepare, write and/or present high-level briefings, white papers or reports. May facilitate or lead working groups for tasks such as ideation, strategy, planning, evaluation, prioritization, and problem definition. Level of expertise is graduated according to experience. Education and Experience: 4 years with Bachelors; 2 years with Masters; 0 years with PhD.

Consultant 3

(SIN 333249,

541611, 541690)

Provides expertise in business, management, functional, technical, professional or policy areas of the client program or project. Responsibilities include: identifying issues;

conducting expert analysis and assessment of these issues; and providing expert advice and support to clients. Develops and implements methodologies, frameworks, and tools to institutionalize, implement, and improve analysis, evaluation, ideation, and decision-making processes. Has demonstrated expertise in areas such as Business Strategy, Supply Chain, Research & Development, Technology Transition, Manufacturing, Business Process Improvement, Organizational Change, Industry Sectors, or Specific Client/Government Missions. May act independently or guide or assist the efforts of business, scientific, engineering, operational, financial, acquisition, technical, policy and professional client teams. May be called upon to provide inputs, prepare, write and/or present high-level briefings, white papers or reports. May facilitate or lead working groups for tasks such as ideation, strategy, planning, evaluation, prioritization, and problem definition. Level of expertise is graduated according to experience. Education and Experience: 6 years with Bachelors; 4 years with Masters; 2 years with PhD.

Consultant 4

(SIN 333249,

541611, 541690)

Provides expertise in business, management, functional, technical, professional or policy areas of the client program or project. Responsibilities include: identifying issues;

conducting expert analysis and assessment of these issues; and providing expert advice and support to clients. Develops and implements methodologies, frameworks, and tools to institutionalize, implement, and improve analysis, evaluation, ideation, and decision-making processes. Has demonstrated expertise in areas such as Business Strategy, Supply Chain, Research & Development, Technology Transition, Manufacturing, Business Process Improvement, Organizational Change, Industry Sectors, or Specific Client/Government Missions. May act independently or guide or assist the efforts of business, scientific, engineering, operational, financial, acquisition, technical, policy and professional client teams. May be called upon to provide inputs, prepare, write and/or present high-level briefings, white papers or reports. May facilitate or lead working groups for tasks such as ideation, strategy, planning, evaluation, prioritization, and problem definition. Level of expertise is graduated according to experience. Education and Experience: 8 years with Bachelors; 6 years with Masters; 4 years with PhD.

Consultant 5

(SIN 333249,

541611, 541690)

Provides expertise in business, management, functional, technical, professional or policy areas of the client program or project. Responsibilities include: identifying issues;

conducting expert analysis and assessment of these issues; and providing expert advice and support to clients. Develops and implements methodologies, frameworks, and tools to institutionalize, implement, and improve analysis, evaluation, ideation, and decision-making processes. Has demonstrated expertise in areas such as Business Strategy, Supply Chain, Research & Development, Technology Transition, Manufacturing, Business Process Improvement, Organizational Change, Industry Sectors, or Specific Client/Government Missions. May act independently or guide or assist the efforts of business, scientific, engineering, operational, financial, acquisition, technical, policy and professional client teams. May be called upon to provide inputs, prepare, write and/or present high-level briefings, white papers or reports. May facilitate or lead working groups for tasks such as ideation, strategy, planning, evaluation, prioritization, and problem definition. Level of expertise is graduated according to experience. Education and Experience: 10 years with Bachelors; 8 years with Masters; 6 years with PhD.

Consultant 6

(SIN 333249,

541611, 541690)

Provides expertise in business, management, functional, technical, professional or policy areas of the client program or project. Responsibilities include: identifying issues;

conducting expert analysis and assessment of these issues; and providing expert advice and support to clients. Develops and implements methodologies, frameworks, and tools to institutionalize, implement, and improve analysis, evaluation, ideation, and decision-making processes. Has demonstrated expertise in areas such as Business Strategy, Supply Chain, Research & Development, Technology Transition, Manufacturing, Business Process Improvement, Organizational Change, Industry Sectors, or Specific Client/Government Missions. May act independently or guide or assist the efforts of business, scientific, engineering, operational, financial, acquisition, technical, policy and professional client teams. May be called upon to provide inputs, prepare, write and/or present high-level briefings, white papers or reports. May facilitate or lead working groups for tasks such as ideation, strategy, planning, evaluation, prioritization, and problem definition. Level of expertise is graduated according to experience. Education and Experience: 12 years with Bachelors; 10 years with Masters; 8 years with PhD.

Experience & Degree Substitution Equivalencies

Experience may be substituted for education and education for experience. The table that follows provides the company’s education/experience substitution guidelines. Experience, education, and description of duties for the labor categories in the schedule are provided as a guideline to the typical background for staff to be provided under individual task orders. The company will review each task order opportunity to determine the best candidate available, while considering all aspects of the work requirements.

Degree Related Work Experience Substitution Related Degree and Experience Substitution

Associate’s 2 years work experience may be substituted for an Associate’s Degree

2 years work experience may be substituted for an Associate’s Degree

Bachelor’s 4 years work experience may be substituted for a Bachelor’s Degree

Associate’s Degree plus 2 years work experience may be substituted for a Bachelor’s Degree

Master’s 6 years work experience may be substituted for a Master’s Degree

Bachelor’s Degree plus 2 years work experience may be substituted for a Master’s Degree

Doctorate 10 years work experience may be substituted for a Doctorate Degree

Bachelor’s Degree plus 6 years work experience, or a Master’s Degree plus 4 years work experience may be substituted for a Doctorate Degree

Service Contract Labor Standards: The Service Contract Labor Standards (SCLS) is applicable to this contract.

While no specific labor categories have been identified as being subject to SCLS 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 / employees 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.

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