MAS - Myers & Stauffer LC - GS23F0058V

General Services Administration Federal Acquisition Service

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

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

Multiple Award Schedule (MAS) FSC Group: Professional Services

FSC Class: R704, R703, R408

Contract Number: GS-23F-0058V

Contract Period: May 6, 2009 – May 5, 2029

Myers and Stauffer LC 700 W. 47th Street, Suite 1100

Kansas City, MO 64112

Telephone: (816) 945-5300 / Fax: (816) 945-5301

Website: www.mslc.com

Contract Administrator: Mark Korpela

Telephone: 410-581-4550 / Fax: 410-356-0188 mkorpela@mslc.com

Business Size: Other than Small Business

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

Price list current as of Modification # PO-0058 effective November 02, 2024

Prices Shown Herein are NET (discount deducted) https://www.gsaadvantage.gov/ http://www.mslc.com/ mailto:mkorpela@mslc.com https://www.gsa.gov/schedules

GS-23F-0058V Page ii

TABLE OF CONTENTS

CUSTOMER INFORMATION

CONTRACT OVERVIEW

CONTRACT ADMINISTRATOR

MARKETING AND TECHNICAL POINT OF CONTACT

BRIEF COMPANY OVERVIEW

CONTRACT USE

CONTRACT SCOPE

SPECIAL ITEM NUMBER (SIN) DESCRIPTIONS

GSA HOURLY RATES FOR SERVICES SINS 541211, 541219, 541990RISK, 541611

LABOR CATEGORY DESCRIPTIONS SINS 541211, 541219, 541990RISK, 541611

INSTRUCTIONS FOR PLACING ORDERS FOR SERVICES BASED ON GSA SCHEDULE HOURLY

RATES

BLANKET PURCHASE AGREEMENT

GS-23F-0058V Page 3

CUSTOMER INFORMATION

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

SINs Recovery SIN Title

541211 541211RC Auditing Services

541219 541219RC Budget and Financial Management Services

541990RISK 541990RISKRC Risk Assessment and Mitigation Services

541611 541611RC Management and Financial Consulting, Acquisition and Grants

Management Support, and Business Program and Project Management

Services

OLM OLMRC/STLOC Order-Level Materials (OLM’s)

1b. Identification of the lowest priced model number and lowest unit price for that model for each special item number awarded in the contract. This price is the Government price based on a unit of one, exclusive of any quantity/dollar volume, prompt payment, or any other concession affecting price. Those contracts that have unit prices based on the geographic location of the customer, should show the range of the lowest price, and cite the areas to which the prices apply:

Please refer to our rates on Page #11

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:

Please refer to Page #13

2. Maximum Order:

The maximum order threshold represents the point where, given the dollar value of the potential order, the Schedule Contractor may decline the order. Schedule contractors are encouraged, but not obligated, to accept orders exceeding this limit.

SINs Maximum Order

541211 $1,000,000

541219 $1,000,000

541990RISK $1,000,000

541611 $1,000,000

OLM $250,000

3. Minimum Order: $300.00

4. Geographic coverage (delivery area): Domestic Only

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 Net Prices (discounts already deducted.)

7. Quantity Discounts: Not Applicable

8. Prompt Payment Terms: Net 30 days.

Information for Ordering Offices: Prompt payment terms cannot be negotiated out of the contractual agreement in exchange for other concessions.

9. Foreign Items (list items by country of origin): None

10a. Time of Delivery: To Be Negotiated with Ordering Agency

GS-23F-0058V Page 4

10b. Expedited Delivery: To Be Negotiated with Ordering Agency Items available for expedited delivery are noted in this price list.

10c. Overnight and 2-Day Delivery: To Be Negotiated with Ordering Agency

10d. Urgent Requirements: To Be Negotiated with Ordering Agency

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

12a. Ordering Address(es): Myers and Stauffer LC

Attn: Mark Korpela /GSA Orders

700 W. 47th Street, Suite 1100

Kansas City, MO 64112

Email: gsaadmin@mslc.com

Phone: 410-581-4550 / Fax: 410-356-0188

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

13. Payment Address(es): Myers and Stauffer LC

Attn: Jennifer Isleib, CFO

700 W. 47th Street, Suite 1100

Kansas City, MO 64112

14. Warranty Provision: Not Applicable

15. Export Packing Charges, if applicable: Not Applicable

16. Terms and conditions of rental, maintenance, and repair

(if applicable):

17. Terms and conditions of installation (if applicable): Not Applicable

18a. Terms and conditions of repair parts indicating date of parts price lists and any discounts from list prices (if applicable):

18b. Terms and conditions for any other services (if applicable):

19. List of service and distribution points (if applicable): Not Applicable

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

21. Preventative maintenance (if applicable) Not Applicable

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

22b. If applicable, indicate that Section 508 compliance information is available for the information and communications technology (ICT) products and services and show where full details can be found (e.g. contractor’s website or other location.) ICT accessibility standards can be found at: https://www.Section508.gov/.:

23. Unique Entity Identifier (UEI) Number: U8JLSDJFHTE7

24. Myers and Stauffer LC is registered and active in the System for Award Management (SAM).

mailto:gsaadmin@mslc.com https://www.section508.gov/

GS-23F-0058V Page 5

CONTRACT OVERVIEW

GSA awarded Myers and Stauffer LC a GSA Multiple Award Schedule (MAS), Contract Number GS-23F-0058V on 5/6/2009. The current contract period is Option Period 3, 11/2/2024 – 5/5/2029. The contract allows for the placement of Firm Fixed Price or Time and Materials task orders using the labor categories and ceiling rates defined in the contract.

CONTRACT ADMINISTRATOR

Mark Korpela

Myers and Stauffer LC

700 W. 47th Street, Suite 1100

Kansas City, MO 64112

Telephone: 410-581-4550

Fax Number: 410-356-0188

Email: mkorpela@mslc.com

MARKETING AND TECHNICAL POINT OF CONTACT

Mark Korpela

Myers and Stauffer LC

700 W. 47th Street, Suite 1100

Kansas City, MO 64112

Telephone: 410-581-4550

Fax Number: 410-356-0188

Email: gsaadmin@mslc.com

BRIEF COMPANY OVERVIEW

For more than 30 years, Myers and Stauffer LC has provided accounting and consulting services to governmental health care agencies. Services include: financial and performance audits, complementary audit services, recovery audits, accounting and complementary financial management services. Myers and Stauffer has more than 800 persons available across the firm with considerable academic training and specialized experience in health care consulting and reimbursement. Our experience includes handling more than 6,000 health care provider cost report audits and desk reviews each year, assisting in the development of state reimbursement systems, defending reimbursement rates and audit findings from health care providers’ administrative and judicial challenges, and performing data management and analysis services to assist our clients in better managing their health care programs.

CONTRACT USE

This contract is available for use by all federal government agencies, as a source for Professional Services, for worldwide use. Executive agencies, other Federal agencies, mixed –ownership Government corporations, and the

District of Columbia; government contractors authorized in writing by a Federal agency pursuant to 48 CFR 51.1;

and other activities and organizations authorized by statute or regulation to use GSA as a source of supply may use this contract. Additionally, contractors are encouraged to accept orders received from activities within the Executive

Branch of the Federal Government.

CONTRACT SCOPE

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

Services specified in a task order may be performed at the contractor’s facilities or the ordering agencies’ facilities.

The government will determine the contractor’s compensation by any of several different methods (to be specified at the task Order-Level) e.g., a firm-fixed price for services with or without incentives, labor hours or time-and-material.

mailto:mkorpela@mslc.com mailto:gsaadmin@mslc.com

GS-23F-0058V Page 6

The Special Item Numbers (SINs) available under this contract provide services across the full life cycle of a project.

When task orders are placed, they must identify the SIN or SINs under which the task is being executed. Myers and

Stauffer LC has been awarded a contract by GSA to provide services under the following SINs:

• 541211 Auditing Services

• 541219 Budget and Financial Management Services

• 541990RISK Risk Assessment and Mitigation Services

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

• OLM Order-Level Materials (OLM)

541211-RC, 541219-RC, 541990RISK-RC, 541611-RC, OLM-RC: Section 833 of the National Defense

Authorization Act allows state and local governments to purchase products and services to facilitate recovery from a major disaster. This includes advance and pre-positioning in preparation for a disaster.

GS-23F-0058V Page 7

A full description of each SIN definition and examples of the types of work covered by the SIN are provided below.

SPECIAL ITEM NUMBER (SIN) DESCRIPTIONS

541211 – Auditing Services

Perform financial-related audits, performance audits, recovery audits, transportation audits, and contract audits in accordance with Generally Accepted Government Auditing Standards (GAGAS) and non-GAGAS. Perform an independent assessment of an audited entity's financial statements in conformity with generally accepted accounting principles, financial information, adherence to financial compliance requirements and internal controls, or organization or program performance to identify areas for improvement.

Recovery audits: identify recoverable funds resulting from overpayments, duplicate payments and underpayments under the authority of public law and regulation, e.g., Section 354 of the National Defense

Authorization Act for FY 96 (Public Law 104-106; 110 Stat. 268; 10 U.S.C. 2461),.

Transportation audits: perform administrative reviews and rate examinations on prepayment and post payment transportation bills to ensure accuracy, completeness, and compliance with established rates, tariffs, quotations, agreements, tenders or other applicable rate authority.

Note: Inherently Governmental services as identified in the Federal Acquisition Regulation (FAR) 7.503 or by the ordering agency are prohibited under this SIN. It is the responsibility of the Contracting Officer placing the order to make this determination. Ordering activities must require prospective contractors to identify potential conflicts of interest and address those, prior to task order award.

MSLC’s experience providing SIN-related services includes:

• Performing Medicaid cost report audits/desk reviews, Medicaid rate calculations and/or cost settlements, and data management and reporting services for a state Medicaid program. This contract addresses hospitals, nursing facilities and other health care providers participating in this program. Our work involves cost report verification services, data management, and various Medicaid reimbursement issues. We annually perform Medicaid cost report audits/desk reviews of in excess of 5,000 health care provider cost reports. This project requires an understanding of the entire Medicaid reimbursement system, including facility operations, health care reimbursement issues and Medicaid claims processing/provider payment systems.

• Preparation of reports, preparation of witnesses, deposition and final hearing testimony for and on behalf of state Medicaid programs. Our experience also includes assisting state Medicaid programs in designing new reimbursement rate structures for various provider types including developing potential impacts of proposed changes on existing rules and policies.

• Engaged by state Health and Social Services to perform desk reviews and on-site field examinations of their

Medicaid providers to validate proper reimbursement for a sample of Medicaid claims. Engaged by state

Office of Medicaid Policy and Planning to identify and recover errant Medicaid payments, and assist in the development of Medicaid Management Information System (MMIS) changes or policy changes that will prevent future recurrences of the identified payment errors.

GS-23F-0058V Page 8

SIN 541219 – Budget and Financial Management Services

Services include accounting, budgeting, and complementary financial services such as: transaction analysis, transaction processing, data analysis and summarization, technical assistance in devising new or revised accounting policies and procedures, classifying accounting transactions, special studies to improve accounting operations, assessment and improvement of budget formulation and execution processes, special reviews to resolve budget formulation or budget execution issues, and technical assistance to improve budget preparation or execution processes.

MSLC’s experience providing SIN-related services includes: Compiling financial and statistical data to provide cost profiles, limitation tables, and rate projections in order to evaluate potential rebasing and to establish per diem rates for nursing facilities, nursing facilities for mental health and intermediate care facilities for the mentally retarded for a state engagement.

SIN 541990RISK – Risk Assessment and Mitigation Services

Services include: breach mitigation and analysis/forensic services, the deployment of financial risk assessment and mitigation strategies and techniques; improvement of capabilities through the reduction, identification, and mitigation of risks; detailed risk statements, risk explanations and mitigation recommendations; design and development of new business applications, processes, and procedures in response to risk assessments; and ensuring compliance with governance and regulatory requirements. Under this SIN, firms can also assist the Ordering

Agency with preventive measures in protecting Personally Identifiable Information (PII) and Protected Health

Information (PHI) through the evaluation of threats and vulnerabilities to PII and PHI type of information; training of Government personnel on how to prevent data breaches and identity theft; vulnerability assessments; privacy impact and policy assessments; review and creation of privacy and safeguarding policies; prioritization of threats;

maintenance and demonstration of compliance; and evaluation and analysis of internal controls critical to the detection and elimination of weaknesses to the protection of PII and PHI type of information.

MSLC’s experience providing SIN-related services includes: Engaged by a state Public Pension Fund to complete multiple projects for identifying risks and regulatory compliance requirements in order to provide recommendations to mitigate risks for emerging technologies including disaster recovery, cloud computing, and mobile device security. Engaged by same agency to perform a network security and vulnerability assessment and recommend mitigating actions and priorities and to assess compliance of agency information security program with HIPAA.

GS-23F-0058V Page 9

SIN 541611 – Management and Financial Consulting, Acquisition and Grants Management Support, and

Business Program and Project Management Services

Provide operating advice and assistance on administrative and management issues. Examples include: strategic and organizational planning, business process improvement, acquisition and grants management support, facilitation, surveys, assessment and improvement of financial management systems, financial reporting and analysis, due diligence in validating an agency’s portfolio of assets and related support services, strategic financial planning, financial policy formulation and development, special cost studies, actuarial services, economic and regulatory analysis, benchmarking and program metrics, and business program and project management.

Inherently Governmental services as identified in FAR 7.503 or by the ordering agency are prohibited. It is the responsibility of the Contracting Officer placing the order to make this determination. Ordering activities must require prospective contractors to identify potential conflicts of interest and address those, prior to task order award.

Personal services as defined in FAR 37.104 are prohibited.

MSLC’s experience providing SIN-related services includes:

• Engaged by state Department of Health and Hospitals to assist in the development and maintenance operation of a case mix reimbursement system for nursing facilities participating in the state Medicaid

Program.

• Assisting clients with negotiations and discussions related to policy development. Conducting industry research to identify best practices and successful population health and health care transformation policies and programs implemented nationally. Identifying the impact of any change or correction that modifies scope, deliverables, schedule, or resource allocations, and determining the disposition of the requested change or correction; and ensuring any change that may result in a significant or milestone change is identified and approved prior to implementation. Assisting clients in designing program reporting tools, data needs, and other program required data and information. Conducting surveys of participating providers to measure performance progress, to complete measure calculations, to calculate improvement target goals, and other required information. Establishing and participating in quality and measures work group or committees, tasked with developing quality interventions, improvement target goals and associated measures. Performing stakeholder engagement and learning collaboration, and coordinating activities among stakeholders. Establishing and maintaining help desk functionality to respond to inquiries regarding submission requirements, measure calculations, progress reports, improvement target goals, and other program information including a dedicated email process for submitting and managing questions and requests from providers.

• Providing project management services to ensure the successful implementation of contracted services and alignment with the project work plan and schedule. Monitoring the implementation of contracted services and ensuring fidelity with the Project Plan and Schedule. Assisting in monitoring and reporting performance in conformity with approved budgets and timelines. Implementing training and technical assistance support services.

GS-23F-0058V Page 10

SIN OLM – Order-Level Materials (OLM)

OLM OLMs are supplies and/or services acquired in direct support of an individual task or delivery order placed against a Schedule contract or BPA. OLM pricing is not established at the Schedule contract or BPA level, but at the order level. Since OLMs are identified and acquired at the order level, the ordering contracting officer (OCO) is responsible for making a fair and reasonable price determination for all OLMs.

OLMs are procured under a special ordering procedure that simplifies the process for acquiring supplies and services necessary to support individual task or delivery orders placed against a Schedule contract or BPA. Using this new procedure, ancillary supplies and services not known at the time of the Schedule award may be included and priced at the order level.

OLM SIN-Level Requirements/Ordering Instructions:

OLMs are:

- Purchased under the authority of the FSS Program

- Unknown until an order is placed

- Defined and priced at the ordering activity level in accordance with GSAR clause 552.238-115 Special

Ordering Procedures for the Acquisition of Order-Level Materials. (Price analysis for OLMs is not conducted when awarding the FSS contract or FSS BPA; therefore, GSAR 538.270 and 538.271 do not apply to OLMs)

- Only authorized for use in direct support of another awarded SIN.

- Only authorized for inclusion at the order level under a Time-and-Materials (T&M) or Labor-Hour (LH)

Contract Line Item Number (CLIN)

- Subject to a Not To Exceed (NTE) ceiling price

OLMs are not:

- - "Open Market Items."

- - Items awarded under ancillary supplies/services or other direct cost (ODC) SINs (these items are defined, priced, and awarded at the FSS contract level)

OLM Pricing:

- - Prices for items provided under the Order-Level Materials SIN must be inclusive of the Industrial Funding

Fee (IFF).

- - The value of OLMs in a task or delivery order, or the cumulative value of OLMs in orders against a FSS

BPA awarded under an FSS contract, cannot exceed 33.33%.

GS-23F-0058V Page 11

GSA HOURLY RATES FOR SERVICES

SINS 541211, 541219, 541990RISK, 541611

SINs Labor Category Hourly Rate

541211, 541219, 541990, 541611 Principal V $234.15

541211, 541219, 541990, 541611 Director II $270.28

541211, 541219, 541990, 541611 Director III $253.02

541211, 541219, 541990, 541611 Director IV $240.38

541211, 541219, 541990, 541611 Director V $217.63

541211, 541219, 541990, 541611 Senior Manager II $195.53

541211, 541219, 541990, 541611 Senior Manager III $180.54

541211, 541219, 541990, 541611 Senior Manager IV $172.52

541211, 541219, 541990, 541611 Manager I $155.00

541211, 541219, 541990, 541611 Manager II $145.00

541211, 541219, 541990, 541611 Manager IV $120.76

541211, 541219, 541990, 541611 Industry Expert I $390.00

541211, 541219, 541990, 541611 Industry Expert II $278.00

541211, 541219, 541990, 541611 Industry Expert III $165.00

541211, 541219, 541990, 541611 Quality Assurance Expert $213.61

541211, 541219, 541990, 541611 Senior Accountant I $135.02

541211, 541219, 541990, 541611 Senior Accountant III $120.70

541211, 541219, 541990, 541611 Senior Accountant IV $105.61

541211, 541219, 541990, 541611 Senior Accountant V $105.43

541211, 541219, 541990, 541611 Staff Accountant I $103.51

541211, 541219, 541990, 541611 Staff Accountant II $92.01

541211, 541219, 541990, 541611 Staff Accountant III $80.51

541211, 541219, 541990, 541611 Paraprofessional I $68.00

541211, 541219, 541990, 541611 Paraprofessional II $63.27

541211, 541219, 541990, 541611 Paraprofessional IV $51.75

541211, 541219, 541990, 541611 Senior Analyst II $138.01

541211, 541219, 541990, 541611 Senior Analyst III $112.00

541211, 541219, 541990, 541611 Senior Analyst V $95.40

541211, 541219, 541990, 541611 Staff Analyst I $92.01

541211, 541219, 541990, 541611 Staff Analyst III $69.01

541211, 541219, 541990, 541611 Systems Analyst $112.43

541211, 541219, 541990, 541611 Programmer $118.73

541211, 541219, 541990, 541611 Data Manager I $162.00

GS-23F-0058V Page 12

SINs Labor Category Hourly Rate

541211, 541219, 541990, 541611 Data Manager III $128.00

541211, 541219, 541990, 541611 Data Manager IV $118.00

541211, 541219, 541990, 541611 Data Manager V $103.00

541211, 541219, 541990, 541611 Data Analyst I $106.81

541211, 541219, 541990, 541611 Data Analyst III $80.51

541211, 541219, 541990, 541611 Senior Support Staff $74.76

541211, 541219, 541990, 541611 Support Staff I $61.84

541211, 541219, 541990, 541611 Support Staff II $56.21

541211, 541219, 541990, 541611 Support Staff III $46.00

541211, 541219, 541990, 541611 Support Staff V $38.23

GS-23F-0058V Page 13

LABOR CATEGORY DESCRIPTIONS

SINS 541211, 541219, 541990RISK, 541611

Experience Substitutions:

H.S. Diploma + 4 years additional experience Equals Bachelors Degree

Associates degrees + 2 years additional experience Equals Bachelors Degree

Bachelors Degree + 2 years additional experience Equals Masters Degree

Education Substitutions:

A CPA may be substituted for ten years of required experience with a Bachelors Degree.

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

A Bachelors Degree may be substituted for four years of required experience with a H.S. Diploma.

An Associates Degree may be substituted for two years of required experience with a H.S. Diploma.

SINs GSA Labor

Category

Education Years

Exp.

Description

541211, 541219, 541990, 541611

Principal V BA/BS 12

Final authority in the conduct of engagements. Has an extensive set of skills to solve the client’s problems.

Knows the client’s industry, and helps the client visualize where they need to be in their particular industry. Provides industry insight and issue resolution. Primary responsibility to manage client relationships and to administer the services provided to them. Provide the highest level of experience or expertise is responsible for a larger overall client volume. Participates in Firm, Department, and Team management in the areas of engagement management, staff development, technical effectiveness, marketing and sales. Responsible for ensuring quality assurance through the use of Myers and Stauffer’s Quality

Assurance and Risk Assessment Program deployed on all engagements.

541211, 541219, 541990, 541611

Director II BA/BS 12 Provides strong executive level management and direction. Possesses a broad understanding of the client’s industry. Has an extensive set of skills to solve the client’s problems. Knows the client’s industry, and helps the client visualize where they need to be in their particular industry. Serves in an advisory capacity, providing members of the project team and the client organization a level of quality review to help guide the project to remain on schedule and within budget.

Provides management and technical review, industry insight, issue resolution, and employs proven problem solving techniques, directs critical decision making.

Leads the team on the project. May have overall leadership of the engagement or may report to the

Partner in charge. Responsible for ensuring quality assurance through the use of Myers and Stauffer’s

Quality Assurance and Risk Assessment Program deployed on all engagements.

GS-23F-0058V Page 14

Category

Education Years

Exp.

Description

541211, 541219, 541990, 541611

Director III BA/BS 10 Provides strong executive level management and direction. Possesses a broad understanding of the client’s industry. Has an extensive set of skills to solve the client’s problems. Knows the client’s industry, and helps the client visualize where they need to be in their particular industry. Serves in an advisory capacity, providing members of the project team and the client organization a level of quality review to help guide the project to remain on schedule and within budget.

Provides management and technical review, industry insight, issue resolution, and employs proven problem solving techniques, directs critical decision making.

May have overall leadership of the engagement or may report to the Partner or Director in charge.

Responsible for ensuring quality assurance through the use of Myers and Stauffer’s Quality Assurance and

Risk Assessment Program deployed on all engagements.

541211, 541219, 541990, 541611

Director IV BA/BS 8 Provides strong executive level management and direction. Possesses a broad understanding of the client’s industry. Has an extensive set of skills to solve the client’s problems. Knows the client’s industry, and helps the client visualize where they need to be in their particular industry. Serves in an advisory capacity, providing members of the project team and the client organization a level of quality review to help guide the project to remain on schedule and within budget.

Provides management and technical review, industry insight, issue resolution, and employs proven problem solving techniques, directs critical decision making.

May have leadership responsibilities on the engagement or may support the Partner or Director in charge. Responsible for ensuring quality assurance through the use of Myers and Stauffer’s Quality

Assurance and Risk Assessment Program deployed on all engagements.

GS-23F-0058V Page 15

Category

Education Years

Exp.

Description

541211, 541219, 541990, 541611

Director V BA/BS 6 Provides strong executive level management and direction. Possesses a broad understanding of the client’s industry. Has an extensive set of skills to solve the client’s problems. Knows the client’s industry, and helps the client visualize where they need to be in their particular industry. Serves in an advisory capacity, providing members of the project team and the client organization a level of quality review to help guide the project to remain on schedule and within budget.

Provides management and technical review, industry insight, issue resolution, and employs proven problem solving techniques, directs critical decision making.

Supports leadership activities within the engagement and reports to the Partner or Director in charge.

Responsible for ensuring quality assurance through the use of Myers and Stauffer’s Quality Assurance and

Risk Assessment Program deployed on all engagements.

541211, 541219, 541990, 541611

Senior Manager

II

BA/BS 5

Provides strong senior-level management. Has responsibility for overall project activities and is the primary point of contact with client executives. Works closely with other Senior Managers and reports to a

Partner in charge of the engagement. Assumes responsibility for project delivery and oversight of key business enablers on projects and identification of needs for new tools. Assumes regular interaction and communications with the delegated Client representatives. Maintains responsibility for managing business solutions, delegating appropriate resources, and fostering quality assurance principles across projects and deliverables and using problem solving techniques to resolve issues. Provides technical guidance and project management functions associated with client requirements including, financial management of projects through budget monitoring; recruitment of qualified personnel to support unique client environments; assist in the development and writing of client work plans and budgets. Involved in process and productivity improvement, developing mitigation strategies, as well as systems alignment. Organizational assessments, risk assessments, and program audits, and evaluations are also performed by this position.

GS-23F-0058V Page 16

Category

Education Years

Exp.

Description

541211, 541219, 541990, 541611

Senior Manager

III

BA/BS 4

responsibility for project activities and is a primary point of contact with client executives. Assumes responsibility for project delivery and oversight of key business enablers on projects and identification of needs for new tools. May work closely with other

Senior Managers and reports to the Partner in charge of the engagement. Assumes interaction and communications with the delegated Client representatives. Maintains responsibility for managing business solutions, delegating appropriate resources, and fostering quality assurance principles across projects and deliverables and using problem solving techniques to resolve issues. Provides technical guidance and project management functions associated with client requirements including, financial management of projects through budget monitoring; recruitment of qualified personnel to support unique client environments; assist in the development and writing of client work plans and budgets. Involved in process and productivity improvement, developing mitigation strategies, as well as systems alignment. Organizational assessments, risk assessments, and program audits, and evaluations are also performed by this position.

541211, 541219, 541990, 541611

Senior Manager

IV

BA/BS 3 Provides senior-level management. Has responsibility for project activities and is a point of contact with client executives. Assumes responsibility for project delivery and oversight of key business enablers on projects and identification of needs for new tools.

Works closely with other Senior Managers and reports to the Partner or Director in charge of the engagement.

Assumes interaction and communications with the delegated Client representatives. Maintains responsibility for managing business solutions, delegating appropriate resources, and fostering quality assurance principles across projects and deliverables and using problem solving techniques to resolve issues. Provides technical guidance and project management functions associated with client requirements including, financial management of projects through budget monitoring; recruitment of qualified personnel to support unique client environments; assist in the development and writing of client work plans and budgets. Involved in process and productivity improvement, developing mitigation strategies, as well as systems alignment.

Organizational assessments, risk assessments, and program audits, and evaluations are also performed by this position.

GS-23F-0058V Page 17

Category

Education Years

Exp.

Description

541211, 541219, 541990, Manager I BA/BS 7 responsibility for overall project activities and is the primary point of contact with client executives.

Assumes responsibility for project delivery and oversight of key business enablers on projects and identification of needs for new tools. Assumes regular interaction and communications with the delegated

Client representatives. Maintains responsibility for managing business solutions, delegating appropriate resources, and fostering quality assurance principles across projects and deliverables and using problem solving techniques to resolve issues. Provides technical guidance and project management functions associated with client requirements including, financial management of projects through budget monitoring; recruitment of qualified personnel to support unique client environments; assist in the development and writing of client work plans and budgets. Involved in process and productivity improvement, developing mitigation strategies, as well as systems alignment. Organizational assessments, risk assessments, and program audits, and evaluations are also performed by this position.

541211, 541219, 541990, Manager II BA/BS 5 responsibility for project activities and is a point of contact with client executives. Assumes responsibility for project delivery and oversight of key business enablers on projects and identification of needs for new tools. Assumes regular interaction and communications with the delegated Client representatives. Maintains responsibility for managing business solutions, delegating appropriate resources, and fostering quality assurance principles across projects and deliverables and using problem solving techniques to resolve issues. Provides technical guidance and project management functions associated with client requirements including, financial management of projects through budget monitoring; recruitment of qualified personnel to support unique client environments; assist in the development and writing of client work plans and budgets. Involved in process and productivity improvement, developing mitigation strategies, as well as systems alignment. Organizational assessments, risk assessments, and program audits, and evaluations are also performed by this position.

GS-23F-0058V Page 18

Category

Education Years

Exp.

Description

541211, 541219, 541990, Manager IV BA/BS 3

Provides management to the project. Assists with the responsibility for project activities and is a point of contact with client executives. Provides project delivery and oversight of key business enablers on projects and identification of needs for new tools.

Assumes interaction and communications with the delegated Client representatives. Assists with the responsibility for managing business solutions, delegating appropriate resources, and fostering quality assurance principles across projects and deliverables and using problem solving techniques to resolve issues. Provides technical guidance and project management functions associated with client requirements including, financial management of projects through budget monitoring; recruitment of qualified personnel to support unique client environments; assist in the development and writing of client work plans and budgets. Involved in process and productivity improvement, developing mitigation strategies, as well as systems alignment.

Organizational assessments, risk assessments, and program audits, and evaluations are also performed by this position.

541211, 541219, 541990, 541611

Industry Expert I BA/BS, CPA, JD, MD, Pharm

D, RN *

10 Recognized as a knowledge authority in a particular field. Helps define the direction and strategy for a complex engagement while ensuring the client’s needs are being addressed. Provides both strategic and tactical advice relating to: performing management and technical reviews; providing expert opinion; or recommending new initiatives for organizational action. Supports the development of functional area strategies for enhanced operations throughout the client’s organization.

* Depending on industry field

541211, 541219, 541990, 541611

Industry Expert II BA/BS, CPA, JD, MD, Pharm

D, RN *

Recognized as a knowledge authority in a particular field. Provides analysis, review, guidance, support and/or consultative services to the engagement. Relies on experience and judgment to plan and accomplish goals. Works independently to apply knowledge and typically reports to a Manager or Director

* Depending on industry field

541211, 541219, 541990, 541611

Industry Expert

III

BA/BS, RN

Applies knowledge of their particular area of expertise that is beyond that of the average person. Provides analysis, review, guidance, support and/or consultative services to the engagement. Relies on experience and judgment to plan and accomplish goals. Works independently to apply knowledge and typically reports to a manager or director.

* Depending on industry field

GS-23F-0058V Page 19

Category

Education Years

Exp.

Description

541211, 541219, 541990, 541611

Quality

Assurance Expert

BA/BS 8

Responsible for all activities involving quality assurance and compliance with applicable regulatory requirements; conducts audits and reviews/analyzes data and documentation. Familiar with a variety of the field's concepts, practices, and procedures. Relies on extensive experience and judgment to plan and accomplish goals. Performs a variety of tasks. May lead and direct the work of others. A wide degree of creativity and latitude is expected.

541211, 541219, 541990, 541611

Senior

Accountant I

BA/BS 4

Has demonstrated the ability to work and supervise multiple parts of projects and provides training and support for staff. Determines and implements accounting procedures and methods. Responsible for the preparation and analysis of cost reports and costing audits. Examines and reviews unusual cost records and ensures cost data is allocated correctly. Familiar with a variety of the field's concepts, practices, and procedures. May perform risk assessments and develop mitigation recommendations. Relies on extensive experience and judgment to plan and accomplish goals. Performs a variety of tasks. Leads and directs the work of others. A wide degree of creativity and latitude is expected. May report to an executive or a manager.

541211, 541219, 541990, 541611

Senior

Accountant III

BA/BS 3

Works on multiple projects and provides some supervision of Staff Accountants and Support staff.

Determines and implements accounting procedures and methods. Responsible for the preparation and analysis of cost reports and costing audits. Examines and reviews unusual cost records and ensures cost data is allocated correctly. Familiar with a variety of the field's concepts, practices, and procedures. May perform risk assessments and develop mitigation recommendations. Relies on experience and judgment to plan and accomplish goals. Performs a variety of complicated tasks. May lead and direct the work of others. May report to an executive or a manager. A wide degree of creativity and latitude is expected.

541211, 541219, 541990, 541611

Senior

Accountant IV

BA/BS 2 Has developed the ability to work on multiple engagements and types of projects. Determines and implements accounting procedures and methods.

Responsible for the preparation and analysis of cost reports and costing audits. Examines and reviews unusual cost records and ensures cost data is allocated correctly. Familiar with standard concepts, practices, and procedures within a particular field. May assist in performing risk assessments and developing mitigation recommendations. Relies on limited experience and judgment to plan and accomplish goals. Performs a variety of tasks. Works under general supervision; typically reports to a supervisor or manager. A certain degree of creativity and latitude is required.

GS-23F-0058V Page 20

Category

Education Years

Exp.

Description

541211, 541219, 541990, 541611

Senior

Accountant V

BA/BS 1

Has the ability to complete more complex tasks as well as assist staff with their duties. Determines and implements accounting procedures and methods.

Responsible for the preparation and analysis of cost reports and costing audits. Examines and reviews unusual cost records and ensures cost data is allocated correctly. Familiar with standard concepts, practices, and procedures within a particular field. May assist in performing risk assessments and developing mitigation recommendations. Relies on limited experience and judgment to plan and accomplish goals. Performs a variety of tasks. Works under immediate supervision; typically reports to a supervisor or manager.

541211, 541219, 541990, 541611

Staff Accountant

I

BA/BS 2

Has demonstrated the ability to take on increasingly complex tasks within the engagements that they work.

Implements accounting procedures and methods.

Responsible for the analysis of cost reports and costing audits. Examines and reviews unusual cost records and ensures cost data is allocated correctly.

Has knowledge of commonly-used concepts, practices, and procedures within a particular field.

May assist in performing risk assessments and developing mitigation recommendations. Relies on instructions and pre-established guidelines to perform the functions of the job. Works under immediate supervision. Primary job functions do not typically require exercising independent judgment. Typically reports to a supervisor or manager.

541211, 541219, 541990, 541611

Staff Accountant

BA/BS 1

Has completed training and has the ability to take on more difficult engagements. Implements accounting procedures and methods. Responsible for the preparation and analysis of cost reports and costing audits. Examines and reviews unusual cost records and ensures cost data is allocated correctly. Has knowledge of commonly-used concepts, practices, and procedures within a particular field. May assist in performing risk assessments and developing mitigation recommendations. Relies on instructions and pre-established guidelines to perform the functions of the job. Works under immediate supervision. Primary job functions do not typically require exercising independent judgment. Typically reports to a supervisor or manager.

GS-23F-0058V Page 21

Category

Education Years

Exp.

Description

541211, 541219, 541990, 541611

Staff Accountant

III

BA/BS 0

New hire with no previous professional experience, but has completed training on the projects that they will work support. Implements accounting procedures and methods. Responsible for the preparation and analysis of cost reports and costing audits. Examines and reviews unusual cost records and ensures cost data is allocated correctly. Has knowledge of commonly-used concepts, practices, and procedures within a particular field. Relies on instructions and pre-established guidelines to perform the functions of the job. Works under immediate supervision. Primary job functions do not typically require exercising independent judgment. Typically reports to a supervisor or manager.

541211, 541219, 541990, Paraprofessional I HS 3

Has developed the ability to complete their tasks and assist in training and supervising other paraprofessional staff. Performs accounting and administrative tasks, and provides general business and consulting support as assigned. Responsibilities include preparing materials for audit teams, performing data entry and analysis, and gathering data for use by others. Relies on instructions and pre-established guidelines to perform the functions of the job. Works under immediate supervision. Primary job functions do not typically require exercising independent judgment. Typically reports to a supervisor or manager.

541211, 541219, 541990, 541611

Paraprofessional

HS 2

Has developed expertise in the projects that they support and an understanding of other projects within the firm. Performs accounting and administrative tasks, and provides general business and consulting support as assigned. Responsibilities include preparing materials for audit teams, performing data entry and analysis, and gathering data for use by others. Relies on instructions and pre-established guidelines to perform the functions of the job. Works under immediate supervision. Primary job functions do not typically require exercising independent judgment. Typically reports to a supervisor or manager.

541211, 541219, 541990, 541611

Paraprofessional

IV

HS 0

New Hire with no existing professional experience, but has completed firm training on the projects that they will support. Performs accounting and administrative tasks, and provides general business and consulting support as assigned. Responsibilities include preparing materials for audit teams, performing data entry and analysis, and gathering data for use by others. Relies on instructions and pre-established guidelines to perform the functions of the job. Works under immediate supervision. Primary job functions do not typically require exercising independent judgment. Typically reports to a supervisor or manager.

GS-23F-0058V Page 22

Category

Education Years

Exp.

Description

541211, 541219, 541990, Senior Analyst II BA/BS 5

Has extensive experience with their projects and oversees the work of Staff Analysts as well as other

Senior Analysts. Provides cost analysis results to assist senior management in decision making or other financial initiatives. Performs variance analysis between actual and standard costs. Familiar with a variety of the field's concepts, practices, and procedures. Provides general business consulting support including research, studies, analyses, evaluations, reports, regulation development assistance and strategy formulation. Relies on extensive experience and judgment to plan and accomplish goals. Performs a variety of tasks. Leads and directs the work of others. A wide degree of creativity and latitude is expected. Typically reports to a manager or head of a unit/ department.

541211, 541219, 541990, 541611

Senior Analyst III BA/BS 4 Has expanded their knowledge of the projects they support and continues to provide oversight and support to the staff analysists. Provides cost analysis results to assist senior management in decision making or other financial initiatives. Performs variance analysis between actual and standard costs. Familiar with a variety of the field's concepts, practices, and procedures. Provides general business consulting support including research, studies, analyses, evaluations, reports, regulation development assistance and strategy formulation. Relies on extensive experience and judgment to plan and accomplish goals. Performs a variety of tasks. May lead and direct the work of others. A wide degree of creativity and latitude is expected. Typically reports to a manager or head of a unit/ department.

541211, 541219, 541990, Senior Analyst V BA/BS 2

Has demonstrated an understanding of the skills necessary of a staff analyst and is able to provide higher level support as well as assistance to Staff

Analysts. Provides data analysis results to assist senior management in decision making or other financial initiatives. Performs variance analysis between actual and expected outcomes. Familiar with standard concepts, practices, and procedures within a particular field. Provides general business consulting support including research, studies, analyses, evaluations, reports, regulation development assistance and strategy formulation. Relies on experience and judgment to plan and accomplish goals. Performs a variety of tasks. Works under general supervision. A certain degree of creativity and latitude is required.

Typically reports to a supervisor or manager.

GS-23F-0058V Page 23

Category

Education Years

Exp.

Description

541211, 541219, 541990, Staff Analyst I AA 1

Has completed relevant firm training related to the projects that they work on and has developed expertise in the areas of their projects. Provides data analysis results to assist senior management in decision making or other financial initiatives. Performs variance analysis between actual and expected outcomes and provides general business consulting support including research, studies, analyses, and reports. Has knowledge of commonly-used concepts, practices, and procedures within a particular field. Relies on instructions and pre-established guidelines to perform the functions of the job. Works under general supervision. Typically reports to a supervisor or manager.

541211, 541219, 541990, Staff Analyst III AA 0

New hire with no previous professional experience, but has completed firm training on the projects that they will support. Provides data analysis results to assist senior management in decision making or other financial initiatives.