MAS - Richard H Sweetman IV - GS23F0164S

General Services Administration Federal Supply Service Authorized Federal Supply Schedule Price List On-line access to contract ordering information, terms and conditions, up-to-date pricing, and the option to create an electronic delievery order are available through GSA Advantage!, a menu-driven database system. The INTERNET address for GSA Advantage! is: GSAAdvantage.gov

Schedule Title: Professional Services Schedule (PSS) Contract Number: GS-23F-0164S

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

Contract Period: April 26, 2016 through April 25, 2021 Contractor

Granite Dolphin Actuarial Services

19 Hall Road

Londonderry, NH 03053

Telephone – 603-432-0018

Fax – 603-399-6402 www.granitedolphin.com Contract Administrator

Rich Sweetman, FSA, MAAA rich.sweetman@granitedolphin.com Business Size

Small

Prices Shown Herein are Net (discount deducted)

Date:

4/26/2016

Customer Information for Ordering Activities 1a.

Services Provided Under Awarded Special Item Numbers (SINs) –

520-13 Complementary Financial Management Services

520-13RC Complementary Financial Management Services 1b.

Rates for financial management services – See rate table below 1c.

Labor Category Descriptions – See below

2. Maximum Order - $1,000,000

3. Minimum Order - $100

4. Geographic Coverage – Domestic delivery only

5. Point of Production – Londonderry, Rockingham County, New Hampshire

6. Discount from List Prices – Not applicable

7. Quantity Discounts – Not applicable

8. Prompt Payment Terms – Not applicable

9a.

Government Purchase Cards – Accepted at or below micropurchase threshold

9b.

Government Purchase Cards – Not accepted above micropurchase threshold

10. Foreign Items – Not applicable

11a.

Time of Delivery – To be negotiated at the task order level 11b.

Expedited Delivery – Items available for expedited delivery are noted in this price list 11c.

Overnight and Two-Day Delivery – Not applicable

11d.

Urgent Requirements – See contract clause I-FSS-14-B. Agencies can contact the contact for contract administration to obtain faster delivery.

12.

F.O.B. Points – Destination

13a.

Ordering Address – Granite Dolphin Actuarial Services, 19 Hall Road, Londonderry, NH 03053

603-432-0018 603-399-6402 fax rich.sweetman@granitedolphin.com 13b.

Ordering Procedures – For supplies and services, the ordering procedures, information on Blanket Purchase Agreements (BPA’s) and a sample BPA can be found at the GSA/FSS Schedule homepage (fss.gsa.gov/schedules).

14.

Payment Address – Same as above

15. Warranty Provision – Not applicable

16. Export Packing Charges – Not applicable

17. Terms and Conditions of Government Purchase Card Acceptance Above MicropurchaseThreshold Not applicable

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 – Not applicable

20a.

Terms and Conditions of Other Services – Not applicable

21. Service and Distribution Points – Not applicable

22. Participating Dealers – Not applicable

23. Preventative Maintenance – Not applicable

24a.

Environmental Attributes – None

24b.

Section 508 Compliance Information – Not applicable

25. Data Universal Number System (DUNS) Number – 14-806-8948

26. System for Award Management (SAM) – Registered and Registration valid to 9/13/2016

27. Service Contract Act (SCA) Statement- The Service Contract Act (SCA) is applicable to this contract as it applies to the entire Professional Services Schedule (PSS) Schedule and all services provided. While no specific labor categories have been identified as being subject to SCA 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 SCA eligible labor categories. If and / or when the contractor adds SCA labor categories / employees to the contract through the modification process, the contractor must inform the Contracting Officer and establish a SCA matrix identifying the GSA labor category titles, the occupational code, SCA labor category titles and the applicable WD number. Failure to do so may result in cancellation of the contract.

GSA Labor Categories

Consulting Actuary:

Minimum Requirements Fellow of the Society of Actuaries (FSA) or Associate of the Society of Actuaries (ASA)

Member of the Academy of Actuaries (MAAA)

BA or BS in Mathematics or a related field

Experience in actuarial, financial, or other healthcare analytic fields:

Ten years with FSA credentials, or

Fifteen years with ASA credentials

Responsibilities Conduct or review technical actuarial analysis

Render formal statements of Actuarial Opinion

Effectively communicate technical issues to actuaries, and to non-actuaries

Ensure compliance with Actuarial Standards of Practice

Lead client relationships

Actuarial Analyst:

Minimum Requirements

BA or BS in Mathematics or a related field

Experience in actuarial, financial, or other healthcare analytic fields:

Five years with ASA credentials, or Ten years with no actuarial credentials Responsibilities Contribute substantial expertise to the development of actuarial opinions and reports Ability to work independently on assignments and projects Ability to interact with clients Adherence to professional standards of work being performed Allowances for Advanced Degrees A Ph.D reduces the minimum experience requirement by four years

A Masters Degree reduces the minimum experience requirement by two years

Hourly Rates for Complementary Financial Management Services

Granite Dolphin Actuarial Services specializes in providing Health Care Actuarial consulting to Government clients. Granite Dolphin is owned by Rich Sweetman, FSA, MAAA, a Health Care Actuary with over twenty-seven years of industry and consulting experience. Granite Dolphin has a staff of four professionals with health actuarial expertise, including three credentialed actuaries.

Over the past fifteen years Rich has participated in over ninety Medicare Advantage Bid audits (leading more than half) and conducted over 45 Medicare Advantage ACR audits on behalf of the Centers for Medicare and Medicaid Services (CMS). Rich also has extensive experience designing and implementing new rating formulas for insurance carriers, product pricing, and filing rates for traditional medical and managed care products. Rich has worked on both sides of the regulatory table—working on behalf of federal and state regulators, and also assisting Managed Care Organizations who are subject to regulatory reviews. Rich is a Fellow of the Society of Actuaries and a Member of the American Academy of Actuaries. Accordingly Granite Dolphin has the requisite credentials and authority to sign formal statements of Actuarial Opinion.

Granite Dolphin was established in 2004 and thus far has been focused on providing Actuarial audit services to CMS.

Key Clients include:

· CMS, Office of the Actuary

· CMS, Division of Finance and Benefits