PSS - Strategic Management Solutions, LLC - GS10F0061R

GENERAL SERVICES ADMINISTRATION

FEDERAL ACQUISITION SERVICE

AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST

THE PROFESSIONAL SERVICES SCHEDULE (PSS)

Industrial Group: 00CORP

CONTRACT NUMBER:

GS‐10F‐0061R

PERIOD COVERED BY CONTRACT:

October 27, 2004 through October 26, 2019

Strategic Management Solutions, LLC (SMSI)

6301 Indian School Road NE

Suite 215

Albuquerque, NM 87110‐8187

Phone: (505) 888‐0610; Fax: (505) 888‐0621

Internet Address: www.smsi.us

Contracting Officer: Irma Brown

E‐mail: Irma.brown@smsi.us

BUSINESS SIZE: Small Business

DUNS NUMBER: 804590904

General Services Administration

Management Services Center Acquisition Division

Pricelist Current through Modification #PS‐0046, dated March 20, 2018

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 http://www.gsaadvantage.gov For more information on ordering from Federal Supply Schedules click on the FAS Schedules button at http://www.gsa.gov/fas.

TABLE OF CONTENTS

GSA CONTRACT ORDERING INFORMATION

STRATEGIC MANAGEMENT SOLUTIONS, LLC’S

LABOR CATEGORIES & RATES

STRATEGIC MANAGEMENT SOLUTIONS, LLC’S

COMPANY OVERVIEW

ORDERING INFORMATION

1a. Authorized Special Item Numbers (SINs):

Special Item No. 874‐1/874‐1RC Integrated Consulting Services

Special Item No. 874‐7/874‐7RC Integrated Business Program Support Services

Special Item No. 871‐1/871‐1RC Strategic Planning for Technology Programs/Activities

Special Item No. 871‐2/871‐2RC Concept Development and Requirements Analysis

Special Item No. 871‐3/871‐3RC System Design, Engineering and Integration

Special Item No. 871‐4/871‐4RC Test and Evaluation

Special Item No. 871‐5/871‐5RC Integrated Logistics Support

Special Item No. 871‐6/871‐6RC Acquisition and Life Cycle Management

Special Item No. 871‐7/871‐7RC Construction Management and Engineering

Consulting Services

1b. Lowest priced model number and lowest unit price for that model for each SIN awarded in the contract: Not Applicable

2. Maximum order: $1,000,000

3. Minimum order: $100

4. Geographic coverage (delivery area): All domestic and overseas locations.

5. Point(s) of production (city, county, and state or foreign country): Not Applicable

6. Discount from list prices or statement of net price: Government prices are net.

7. Quantity discounts:

Tier Task Order Amount Additional Discount

1 $150,000 - $499,999 1%

2 $500,000 - $749,999 1.5%

3 $750,000 and above 2%

8. Prompt payment terms: 0%‐‐Net 30 days

9. Government purchase cards are accepted below the micropurchase threshold.

10. Foreign items (list items by country of origin): Not Applicable

Strategic Management Solutions, LLC GS-10F-0061R Page 4

(505) 888-0610

11a. Time of delivery: As negotiated between Contractor and Ordering Agency b,c,d. Items available for expedited delivery, Overnight and 2‐day delivery, Urgent Requirements: Contact Contractor

12. F.O.B. Point: Destination

13a. Ordering address:

Strategic Management Solutions, LLC

6301 Indian School Road NE

Suite 215

Albuquerque, NM 87110‐8187

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:

Strategic Management Solutions, LLC

6301 Indian School Road NE

Suite 215

Albuquerque, NM 87110‐8187

15. Warranty provision: Not Applicable

16. Export packing charges: Not Applicable

17. Terms and conditions of Government purchase card acceptance (any thresholds above the micropurchase level): None

18. Terms and conditions of rental, maintenance, and repair: Not Applicable

19. Terms and conditions of installation: Not Applicable

20. Terms and conditions of repair parts indicating date of parts price lists and any discounts from list prices: Not Applicable

20a. Terms and conditions for any other services: Not Applicable

21. List of service and distribution points: Not Applicable

22. List of participating dealers: Not Applicable

Strategic Management Solutions, LLC GS-10F-0061R Page 5

23. Preventive maintenance: Not Applicable

24. Environmental attributes, e.g., recycled content, energy efficiency, and/or reduced pollutants: Not Applicable

25. Data Universal Number System (DUNS) number: 804590904

26. Strategic Management Solutions, LLC is registered in the System for Award

Management (SAM) database. CAGE Code: 4ZU06

Strategic Management Solutions, LLC GS-10F-0061R Page 6

STRATEGIC MANAGEMENT SOLUTIONS, LLC’S (SMSI)

LABOR CATEGORIES AND RATES

Table 1 OFF‐SITE: Fixed Unit Hourly Labor Rates – In SMSI Offices

Grade SMSI Labor Category GSA Price

100 Subject Matter Expert $208.26

99 Client Service Director / Principal $176.98

20 Program Manager $154.91

19 Senior Project Manager $130.12

18 Project Manager II $113.77

17 Project Manager I $108.44

16 Senior Project Controls Analyst $92.94

15 Project Controls Analyst II $88.06

14 Project Controls Analyst I $77.44

13 Associate $65.05

12 Technician $55.87

Table 2 ON‐SITE: Fixed Unit Hourly Labor Rates – In Client Offices

Grade SMSI Labor Category GSA Price

100 Subject Matter Expert $175.97

99 Client Service Director / Principal $162.09

20 Program Manager $141.89

19 Senior Project Manager $119.18

18 Project Manager II $104.19

17 Project Manager I $99.32

16 Senior Project Controls Analyst $85.13

15 Project Controls Analyst II $80.65

14 Project Controls Analyst I $70.92

13 Associate $59.60

12 Technician $51.08

Table Notes:

1. Table 1 ʺOn Contractor Siteʺ rates include items normally provided through SMSI to execute office work (e.g., office space, furnishings, computers, routine business software, office supplies). The rates do not include travel, high volume document reproduction, and/or other unusual items, unique software, or unique tools / equipment.

2. Table 2 ʺOn Government / Client Siteʺ rates assume all equipment, supplies and work space will be provided by the client for full‐time, long term assignments. Travel is not included. Rates have been reduced by facility and general office supply costs.

Strategic Management Solutions, LLC GS-10F-0061R Page 7

SERVICE CONTRACT ACT MATRIX

Contract Labor Category SCA Equivalent Code – Title WD Number Technician 01410 SUPPLY TECHNICIAN 2005-5443 “The Service Contract Act (SCA) is applicable to this contract and it includes SCA applicable labor categories. The prices for the indicated (**) SCA labor categories are based on the U.S.

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

Strategic Management Solutions, LLC GS-10F-0061R Page 8

Labor Descriptions for GSA Labor Grades:

SMSI

Grade

SMSI Position

Category Working Title Duties & Experience

Min. Years

Experience Education

License, Registration, Certifications

100 Senior

Consultant /

Subject Matter

Expert

Subject Matter

Expert

Independent

Reviewer

Senior Operations/

Senior Program

Administration and

Oversight

Advise and consult on matters of particular expertise with rare and superior knowledge unique to the technical environment where it is being applied.

Primary corporate point of contact for client. Overall responsibility for client satisfaction. Ensures SMSI work quality and products are satisfactory and meet/exceed client expectations.

For project and technical duties assigned, performs on a self managing basis.

Complete responsibility for work completion, document preparation. Provides briefings, prepares/ interprets complex project and technical analysis, provides independent reviews and audits to clients.

Experienced in managing multiple staff and projects simultaneously.

Experienced in managing staffs of 50+ personnel and projects exceeding $20M in contract value. Experienced in major DOE/NNSA and/or industrial system acquisitions and line item projects.

20 w/ MBA or advanced degree

40 w/ no degree

BS / BA Minimum

MS or MBA or registration/certificat ion w/ less than 20 yrs experience

30 yrs experience substituted for degree

Prefer one of the following:

Professional Engineer

PMP Certification (per

Project Management

Institute)

Certified Public

Accountant

Other industry or professional license

99 Client Service

Director /

Principal

Client Service

Director

Senior Program

Manager

Senior

Management

Consultant I

Senior Project

Manager II

Senior Technical

Consultant I

Primary corporate point of contact for client. Overall responsibility for client satisfaction. Ensures SMSI work quality and products are satisfactory and meet/exceed client expectations. Prepares task and contract proposals.

Responsible for personnel management, task administration.

For project and technical duties assigned, performs on a self managing basis.

Complete responsibility for work completion, document preparation. Provides briefings, prepares/ interprets complex project and technical analysis, provides independent reviews and audits to clients.

Experienced in managing multiple staff and projects simultaneously.

Experienced in managing staffs of 50+ personnel and projects exceeding $20M in contract value. Experienced in major DOE/NNSA and/or industrial system acquisitions and line item projects. Extensive experience in project controls and management techniques. Experienced in developing and establishing program and projects. Extensive experience in construction, engineering, and/or other technical projects and programs.

16 w/ MBA or

30 w/ no degree

MS or MBA or registration/certificat ion w/ less than 20 yrs experience

30 yrs experience substituted for degree

Prefer one of the following:

Professional Engineer

PMP Certification (per

Project Management

Institute)

Certified Public

Accountant

Other industry or professional license

20 Program

Manager

Program Manager

Senior

Management

Consultant

Senior Project

Manager I

Senior Project

Engineer II

Senior Technical

Consultant

Primary corporate point of program contact for client. Overall responsibility for client satisfaction. Ensures SMSI work quality and products are satisfactory and meets/exceeds client expectations. Prepares task and contract proposals.

Responsible for personnel management, task administration. Works under direction of Client Service Director.

For project and technical duties assigned, performs on a self managing basis.

Complete responsibility for work completion, document preparation. Provides briefings, prepares/ interprets complex project and technical analysis, provides independent reviews and audits to clients.

12 w/ MBA or advanced degree and appropriate experience

30 w/ no degree

BS / BA Minimum

MS or MBA or registration/certificat ion w/ less than 20 yrs experience

30 yrs experience substituted for degree

Prefer one of the following:

Professional Engineer

PMP Certification (per

Project Management

Institute)

Certified Public

Accountant

Other industry or professional license

Strategic Management Solutions, LLC GS-10F-0061R Page 9

SMSI

Grade

SMSI Position

Category Working Title Duties & Experience

Min. Years

Experience Education

License, Registration, Certifications

Senior Operational

Support/Records

Mgmt/Technical

Writing and

Editing

Experienced in managing multiple staff and projects simultaneously.

Experienced in managing staffs of 50+ personnel and projects exceeding $20M in contract value. Experienced in major DOE/NNSA and/or industrial system acquisitions and line item projects. Extensive experience in project controls and management techniques. Experienced in developing and establishing program and projects. Extensive experience in construction, engineering, and/or other technical projects and programs.

19 Senior Project

Manager

Senior Project

Manager

Senior Project

Engineer I

Technical

Consultant II

Operational

Support/Records

Mgmt/Technical

Writing and

Editing

Project Support/

Admin II

Primary on‐project point of contact for client. Responsible as a deputy to client

Project Leader / Director for client. Must be fully knowledgeable of project and all client interfaces. Supervises SMSI staff assigned to project and ensures SMSI work quality and products are satisfactory and meet/exceed client expectations.

Works under direction of Program Manager or higher.

For project and technical duties assigned, performs on a self managing basis with little support from SMSI senior management. Complete responsibility for work completion. Provides briefings as requested to client organizations, prepares/interprets complex project and technical analysis, develops recovery plans, interprets variances, and provides recommendations on corrective actions.

Experienced in managing multiple staff and projects/tasks simultaneously.

Experienced in managing staffs of 40+ personnel and larger projects exceeding

$20M in contract value. Experienced in DOE/NNSA line item projects and GPPs and industrial projects. Extensive experience in project controls and management techniques. Technical proficiency in construction and engineering as necessary to understand, develop, and monitor realistic schedules and estimates.

Fully proficient with all required software packages and/or capable of learning quickly.

12 w/ MBA or advanced degree and appropriate experience

25 w/ no degree

BS / BA Minimum

MS or MBA or registration/certificat ion w/ less than 20 yrs experience

25 yrs experience substituted for degree

Prefer one of the following:

Professional Engineer

PMP Certification (per

Project Management

Institute)

Other industry or professional license

18 Project

Manager II

Project Manager II

Senior Project

Engineer

Technical

Consultant I

Operational

Support/Records

Mgmt/Technical

Writing and

Editing I

On‐project contact and resource for client. Responsible as a deputy or key staff member to client Project Leader /Director. Must be fully knowledgeable of project and all client interfaces. Supervises, as assigned, SMSI staff on project, and ensures SMSI work quality and products are satisfactory and meet/exceed client expectations. Works under direction of Senior Project Manager or higher.

For project and technical duties assigned, performs with no supervision and is fully proficient in all skill areas. Direct responsibility for work completion.

Prepares and provides briefings as requested to client organizations, prepares/ interprets complex project and technical analysis, develops recovery plans, interprets variances, and provides recommendations on corrective actions.

Experienced in managing multiple staff and projects/tasks simultaneously.

Experienced in industrial and DOE/NNSA line item projects (over $5M) and

GPPs. Thorough experience in project controls and management techniques.

Technical proficiency in construction and engineering as necessary to understand, develop, and monitor realistic schedules and estimates. Frequently prepares written reports and analysis on a variety of project and program topics.

12 w/ MBA or

20 w/o degree

MS or MBA or registration/certificat ion w/ less than 20 yrs experience

20 yrs experience substituted for degree

Prefer one of the following:

Professional Engineer

PMP Certification (per

Project Management

Institute) professional license

Strategic Management Solutions, LLC GS-10F-0061R Page 10

SMSI

Grade

SMSI Position

Category Working Title Duties & Experience

Min. Years

Experience Education

License, Registration, Certifications

Fully proficient with all required software packages and/or capable of learning quickly.

17 Project

Manager I

Project Manager I

Project Engineer II

Project Controls

Engineer I

Senior Planner

Technical

Consultant

Operational

Support/Records

Mgmt/Technical

Writing and

Editing

Project contact and resource for client. Responsible as a deputy or key staff member to client Project Leader /Director, or in a senior management role on the project. Must be fully knowledgeable of project and all client interfaces.

Supervises, as assigned, SMSI staff on project, and ensures SMSI work quality and products are satisfactory and meet/exceed client expectations. Works under direction of Project Manager II or higher.

Performs with no supervision and is fully proficient in all skill areas. Direct responsibility for work completion. Prepares and provides briefings as requested to client organizations, prepares/ interprets complex project and technical analysis, develops recovery plans, interprets variances, and provides recommendations on corrective actions. Prepares written reports routinely.

Experienced in managing multiple staff (20+) and projects/tasks simultaneously.

Experienced in small to mid‐sized projects ($5M and over), as well as some experienced in DOE/NNSA line item projects. Thorough experience in project controls and management techniques. Technical proficiency in construction and engineering as necessary to understand, develop, and monitor realistic schedules and estimates.

Fully proficient with all required software packages and/or capable of learning quickly.

10 w/ MBA or

16 w/ no degree

MS or MBA or registration/certificat ion w/ less than 20 yrs experience

16 yrs experience substituted for degree

Prefer one of the following:

PMP Certification (per

Project Management

Institute)

Professional Engineer

Other industry or professional license

16 Senior Project

Controls

Analyst

Senior Project

Controls Analyst

Project Controls

Engineer

Project Manager

Project Engineer I

Planner

Senior Technician I

Senior Project

Support / Admin

Serves as the lead project controls resource on the project. Works under the direction of a Project Manager. Fully capable and proficient with all controls tools and techniques. Primary responsibility for developing estimates, schedules, and reports. Performs analyst duties with little or no supervision. Interfaces with technical staff to obtain and organize information. Regularly prepares memoranda and written reports.

Calculates performance indices and variances. Provides interpretations and analysis. Identifies and understands critical path activities. Prepares sensitivity, contingency, and project risk analyses.

Integrates data prepared by staff and compiles/ edits into cohesive documents and work products. Organizes and controls (electronically, hard copy) all project controls information in a central location.

Supervises junior staff on the project and provides technical oversight.

8 w/ MBA or

14 w/ no degree

MS or MBA or registration/certificat ion w/ less than 20 yrs experience

14 yrs experience substituted for degree

Prefer one of the following:

PMP Certification (per

Project Management

Institute)

Other industry or professional license

15 Project

Controls

Analyst II

Project Controls

Analyst II

Senior Project

Controls Specialist

Project Engineer

Under direction of a Senior Project Controls Analyst or higher, and/or independently, gathers data for and prepares data necessary to develop and maintain schedules, estimates, work packages, monthly reports, and other controls documents and tools.

Extracts and calculates performance measurement indices, interviews technical

5 w/ MBA or

MS or MBA or registration/certificat ion w/ less than 20 yrs experience

Prefer one of the following:

PMP Certification (per

Project Management

Institute)

Strategic Management Solutions, LLC GS-10F-0061R Page 11

SMSI

Grade

SMSI Position

Category Working Title Duties & Experience

Min. Years

Experience Education

License, Registration, Certifications

Senior Technician

Project Support/

Admin II staff as needed to obtain data. Occasionally provides interpretation and analysis of indices.

Fully proficient with controls tools, such as P3, MS Office Suite, and other packages.

On occasion, works independently directly for Project Manager or higher.

10 w/o degree 10 yrs experience substituted for degree professional license

14 Project

Controls

Analyst I

Project Controls

Analyst I

Project Controls

Specialist

Assistant Project

Engineer

Technical

Specialist I

Project Support/

Admin I

Under direction of a Senior Project Controls Analyst or higher, and as part of a team, gathers and prepares data necessary to develop and maintain schedules, estimates, work packages, monthly reports, and other controls documents and tools.

Extracts and calculates performance measurement indices, interviews technical staff as needed to obtain data. Occasionally provides interpretation and analysis of indices.

Fully proficient with controls tools, such as P3, MS Office Suite, and other packages.

7 w/o degree

BS / BA

7 yrs experience substituted for degree

None

13 Associate Associate

Project Controls

Engineer

Technical Specialist

Project Planner

Project Support/

Admin

Assists project staff with data entry, organization, and information gathering.

With supervision, prepares inputs to schedules, estimates, monthly reports, and other items.

Works under the direction of others.

0–5

4 w/o degree

BS / BA

7 yrs experience substituted for degree

None

12 Technician Technician

Project Controls

Technician

Junior Project

Support/ Admin

Assists project staff with data entry, organization, and information gathering.

With supervision, prepares inputs to schedules, estimates, monthly reports, and other items.

Works under the direction of a Project Controls Analyst or higher.

0–5 High School

Diploma, GED

None

Strategic Management Solutions, LLC GS-10F-0061R Page 12

Overview of Strategic Management Solutions, LLC (SMSI)

1. SMSI Corporate Overview

2. SMSI Contact Information

3. Capabilities and Experience Summary

4. Contract Details and Description of Services

1. SMSI Corporate Overview

Strategic Management Solutions, LLC (“SMSI”) is a small business specializing in Program and Project Management and consulting services. We have offices in New Mexico, Virginia, and California providing professional services to government and private sector clients. Our services are targeted towards clients that are engaged in high technology and specialized engineering, construction, and manufacturing programs as well as comprehensive facility management. Our clients include the US Department of Energy’s Los Alamos National

Laboratory, Washington, DC, Office of Civilian Radioactive Waste Management, Oakland

Support Operations, Stanford Linear Accelerator, Pantex Plant, and others; Jacobs Engineering

Group; Merrick; Burns and Roe Enterprises; also served are various local governments and national engineering, construction, and technology corporations.

SMSI is a privately held business. Our private ownership ensures that all clients receive the focus and attention to detail they deserve. SMSI’s superior capabilities, our professional staff, along with the advantages only available from a small firm collectively make us exceptionally qualified and cost effective to provide expert management services to your projects. SMSI will help you deliver a successful project on time and on budget.

SMSI has a demonstrated record of success providing superior people, delivering projects on time and within budget to satisfied clients, implementing innovative solutions, building productive relationships and being totally responsive to every need of our customers.

For more information about SMSI’s experience, capabilities, and people, please visit our website at: www.smsi.us.

Strategic Management Solutions, LLC GS-10F-0061R Page 13

2. SMSI Contact Information

To discuss how SMSI can help your enterprise, contact any of SMSI’s key personnel below.

Lee Bernstein

President

(505) 975‐5201 lee.bernstein@smsi.us

David O’Flynn, PE

Vice President

(571) 233‐7350 david.oflynn@smsi.us

Irma Brown

Contracting Officer

(937) 219‐3268 irma.brown@smsi.us

For general information about SMSI: www.smsi.us

SMSI principal office locations are:

New Mexico

Corporate Headquarters:

6301 Indian School Road NE

Albuquerque, NM 87110

Tel: (505) 888‐0610

Fax: (505) 888‐0616

270 Bazan Loop

Corrales, NM 87048‐3129

Tel: (505) 975‐5201

Fax: (505) 899‐9586

New Mexico/Los Alamos

102 Central Park Square

Los Alamos, NM 87544

Tel: (505) 661‐4960

Fax: (505) 661‐4970

Virginia / Washington DC

Metro Area

13907 Covantry Lane

Gainesville, VA 20155

Tel: (571) 261‐2663

Fax: (571) 261‐2664

Strategic Management Solutions, LLC GS-10F-0061R Page 14

Capabilities and Experience Summary

SMSI is providing a full range of project and program management services to Los Alamos

National Laboratory (“LANL”) in direct support of various national programs. We provide financial controls and management consulting services to the LANL organizations responsible for facility management, which entails an inventory of approximately $6B of facilities supporting over 10,000 employees. We provide consulting services for the integrated nuclear planning activities at LANL so that research, manufacturing, engineering, and construction activities are fully coordinated and effectively support national security program goals.

In the commercial sector, SMSI has provided management services to telecommunications providers to assist them in developing and commissioning nationwide cell phone networks.

We have also helped localities like Cobb County, GA successfully manage and implement multi‐year water and wastewater infrastructure upgrades programs.

SMSI currently employs approximately 65 professionals with diverse skills and experience in all facets of project and program management and execution. SMSI’s staff is experienced in engineering, construction, business, and government fields. SMSI is growing in a controlled manner so that we can ensure superior service to our clients. We select our personnel based on their skills and experience, and just as important, their ability to build effective relationships with clients and team members. Our talented staff average 20+ years of hands‐on experience and working expertise with the latest management software tools. Over 80% of our staff have active US government security clearances.

SMSI has a demonstrated successful track record of planning, managing, and executing work under master contracts that utilize multiple task orders in a manner compliant with federal requirements. We have this successful track record because we thoroughly plan our work prior to starting and continuously assess our performance and progress against the plan taking corrective action when necessary. We believe that our clients are an important and integral member of the team and treat them accordingly. We are organized to execute task order type contracts.

3. Contract Details and Description of Services

Contract Number: GS‐10F‐0061R

Contract Award Date (and term): October 27, 2004‐October 26, 2019

(Two 5‐year option periods remaining at discretion of Government)