MAS - Calloway & Associates, Inc. - GS23F037AA

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 delivery order are available through GSA

Advantage!®, a menu-driven database system. The INTERNET address GSA

Advantage!® is: GSAAdvantage.gov.

Multiple Award Schedule

FSC Group: Professional Services FSC Class:

Contract number: GS-23F-037AA

For more information on ordering from Federal Supply Schedules go to the GSA

Schedules page at GSA.gov.

Contract period:

June 06, 2013 – June 05, 2023

Calloway & Associates, Inc.

8961 Harvest Oaks Drive, Suite 201

Raleigh, NC 27615

Phone: 919 747-7486

Fax: 919 844-5211

Contractor’s internet address/web site where schedule information can be found (as applicable). www.calloway-assoc.com

Contract administration source (if different from preceding entry).

Business size: Small

Service-disabled veteran and economically disadvantaged women owned.

Price list current as of Modification PS-0026, effective 2/18/2021

Prices Shown Herein are Net (discount deducted) http://www.calloway-assoc.com/

CUSTOMER INFORMATION

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

SIN Recovery SIN Title

522310 522310RC Financial Advising, Loan Servicing & Asset Management Services

531210 531210RC Financial Asset Resolution Services

541214 541214RC Payroll Services

541219 541219RC Budget & Financial Management Services

561440 561440RC Debt Collection Services

541611 541611RC

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

561110 561110RC Office Administrative Services

OLM OLMRC 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. See 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 Page 9.

2. Maximum order: $1,000,000

3. Minimum order: $100

4. Geographic coverage (delivery area). Worldwide

5. Point(s) of production (city, county, and State or foreign country).

8961 Harvest Oaks Drive, Suite 201 Raleigh, NC

6. Discount from list prices or statement of net price. Government Net Prices (discounts already deducted.)

7. Quantity discounts. None.

8. Prompt payment terms. Information for Ordering Offices: Prompt payment terms cannot be negotiated out of the contractual agreement in exchange for other concessions. Net 30 days.

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

10a. Time of delivery. (Contractor insert number of days.) Contact Contractor

10b. Expedited Delivery. Items available for expedited delivery are noted in this price list. Contact

Contractor

10c. Overnight and 2-day delivery. Contact Contractor

10d. Urgent Requirements. Contact Contractor or To Be Determined at the Task Order level

11. F.O.B. point(s). Destination

12a. Ordering address(es). Same as contractor’s.

12b. Ordering procedures: For supplies and services, the ordering procedures, information on Blanket

Purchase Agreements (BPA’s) are found in Federal Acquisition Regulation (FAR) 8.405-3.

13. Payment address(es). Same as contractor’s address

14. Warranty provision. Standard Commercial Warranty Terms & Conditions

15. Export packing charges, if applicable. Not Applicable

16. Terms and conditions of rental, maintenance, and repair (if applicable). Not 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). Not Applicable

18b. Terms and conditions for any other services (if applicable). Not Applicable

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

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

21. Preventive maintenance (if applicable). Not Applicable

22a. Special attributes such as environmental attributes (e.g., recycled content, energy efficiency, and/or reduced pollutants). Not Applicable

22b. If applicable, indicate that Section 508 compliance information is available on Electronic and

Information Technology (EIT) supplies and services and show where full details can be found (e.g., contractor’s website or other location.) The EIT standards can be found at: www.Section508.gov/.

http://www.section508.gov/

Not Applicable

23. Data Universal Number System (DUNS) number. 008169919

24. Notification regarding registration in System for Award Management (SAM) database. Contractor registered and active in SAM.

Awarded Labor Categories and Rates

SIN Labor Category 6/6/2018 - 6/5/2019

6 /6/2019 - 6/5/2020

6/6/2020 - 6/5/2021

6/6/2021 - 6/5/2022

6/6/2022 - 6/5/2023

561110 Administrative Assistant

$- $- $49.60 $50.59 $51.60

561110 Accounting Clerk I $- $- $36.54 $37.27 $38.02

561110 Accounting Clerk II $- $- $38.50 $39.27 $40.06

561110 Accounting Clerk III $- $- $40.63 $41.44 $42.27

561110 Customer Service Representative I

$- $- $33.21 $33.87 $34.55

561110 Customer Service Representative II

$- $- $34.79 $35.49 $36.20

561110 Customer Service Representative III

$- $- $36.09 $36.81 $37.55

561110 Data Entry Operator I $- $- $34.48 $35.17 $35.87

561110 Data Entry Operator II $- $- $35.75 $36.47 $37.19

561110 Document Preparation Clerk

$- $- $37.74 $38.49 $39.26

561110 Duplicating Machine Operator

$- $- $35.41 $36.12 $36.84

561110 General Clerk I $- $- $33.20 $33.86 $34.54

561110 General Clerk II $- $- $34.35 $35.04 $35.74

561110 General Clerk III $- $- $36.24 $36.96 $37.70

561110 Housing Referral Assistant

$- $- $41.72 $42.55 $43.41

561110 Order Clerk I $- $- $33.35 $34.02 $34.70

561110 Order Clerk II $- $- $34.51 $35.20 $35.90

561110 Personnel Assistant (Employment) I

$- $- $36.53 $37.26 $38.01

561110 Personnel Assistant (Employment) II

$- $- $38.43 $39.20 $39.98

561110 Personnel Assistant (Employment) III

$- $- $40.48 $41.29 $42.12

561110 Production Control Clerk

$- $- $42.47 $43.32 $44.19

561110 Secretary I $- $- $35.68 $36.39 $37.12

561110 Secretary II $- $- $37.44 $38.19 $38.95

561110 Secretary III $- $- $41.72 $42.55 $43.41

561110 Service Order Dispatcher

$- $- $35.92 $36.64 $37.37

561110 Supply Technician $- $- $49.60 $50.59 $51.60

561110 Switchboard Operator/Receptionist

$- $- $33.68 $34.35 $35.04

561110 Travel Clerk I $- $- $35.31 $36.02 $36.74

561110 Travel Clerk II $- $- $36.63 $37.36 $38.11

561110 Travel Clerk III $- $- $37.85 $38.61 $39.38

561110 Word Processor I $- $- $35.95 $36.67 $37.40

561110 Word Processor II $- $- $37.80 $38.56 $39.33

561110 Word Processor III $- $- $39.80 $40.60 $41.41

532310;

531210;

541214;

541219;

561440

Accounting Specialist II $131.84 $134.48 $137.17 $139.91 $142.71

532310;

531210;

541214;

541219;

561440

Accounting Specialist III $151.39 $154.42 $157.51 $160.66 $163.87

532310;

531210;

541214;

541219;

561440

Asset Technical Financial SME

$170.92 $174.34 $177.83 $181.38 $185.01

532310;

531210;

541214;

541219;

561440

Business Analyst I $166.03 $169.35 $172.74 $176.19 $179.72

532310;

531210;

541214;

541219;

561440

Business Analyst II $180.69 $184.30 $187.99 $191.75 $195.58

532310;

531210;

541214;

541219;

561440

Business Consultant /

SME I

$190.44 $194.25 $198.13 $202.10 $206.14

532310;

531210;

541214;

541219;

561440

Data Technician I $168.00 $171.36 $174.79 $178.28 $181.85

532310;

531210;

541214;

Data Technician II $168.00 $171.36 $174.79 $178.28 $181.85

541219;

561440

532310;

531210;

541214;

541219;

561440

Financial Analyst / Auditor

$170.93 $174.35 $177.84 $181.39 $185.02

532310;

531210;

541214;

541219;

561440

Financial Application Specialist

$151.39 $154.42 $157.51 $160.66 $163.87

532310;

531210;

541214;

541219;

561440

Junior Processing Consultant

$122.09 $124.53 $127.02 $129.56 $132.15

532310;

531210;

541214;

541219;

561440

Junior Financial Consultant

$170.93 $174.35 $177.84 $181.39 $185.02

532310;

531210;

541214;

541219;

561440

Managing Director $268.60 $273.97 $279.45 $285.04 $290.74

532310;

531210;

541214;

541219;

561440

Partner / Principal $229.51 $234.10 $238.78 $243.56 $248.43

532310;

531210;

541214;

541219;

561440

Payroll Analyst $122.09 $124.53 $127.02 $129.56 $132.15

532310;

531210;

541214;

541219;

561440

Senior Data Processing Consultant

$146.49 $149.42 $152.41 $155.46 $158.57

532310;

531210;

541214;

541219;

561440

Senior Financial Analyst $190.44 $194.25 $198.13 $202.10 $206.14

532310;

531210;

541214;

541219;

561440

Senior Financial Consultant

$190.44 $194.25 $198.13 $202.10 $206.14

532310;

531210;

541214;

541219;

561440

Statistician $131.84 $134.48 $137.17 $139.91 $142.71

532310;

531210;

541214;

541219;

561440

Task Manager $219.79 $224.19 $228.67 $233.24 $237.91

532310;

531210;

541214;

541219;

561440

Technical Staff I $161.16 $164.38 $167.67 $171.02 $174.44

532310;

531210;

541214;

541219;

561440

Technical Staff II $170.93 $174.35 $177.84 $181.39 $185.02

541611 Analyst I $79.65 $81.24 $82.87 $84.53 $86.22

541611 Analyst II $84.07 $85.75 $87.47 $89.22 $91.00

541611 Analyst III $92.92 $94.78 $96.67 $98.61 $100.58

541611 Business Functions Consultant I

$70.79 $72.21 $73.65 $75.12 $76.63

541611 Business Functions Consultant II

$75.23 $76.73 $78.27 $79.83 $81.43

541611 Business Functions Consultant III

$79.64 $81.23 $82.86 $84.51 $86.20

541611 Database Manager $199.11 $203.09 $207.15 $211.30 $215.52

541611 Document Specialist $70.79 $72.21 $73.65 $75.12 $76.63

541611 Executive Assistant I $66.37 $67.70 $69.05 $70.43 $71.84

541611 Executive Assistant II $84.07 $85.75 $87.47 $89.22 $91.00

541611 Executive Assistant III $110.62 $112.83 $115.09 $117.39 $119.74

541611 Functional Specialist I $79.64 $81.23 $82.86 $84.51 $86.20

541611 Functional Specialist II $110.62 $112.83 $115.09 $117.39 $119.74

541611 Junior Analyst $92.92 $94.78 $96.67 $98.61 $100.58

541611 Management Consultant I

$110.62 $112.83 $115.09 $117.39 $119.74

541611 Management Consultant II

$154.86 $157.96 $161.12 $164.34 $167.63

541611 Process Engineer I $88.49 $90.26 $92.06 $93.91 $95.78

541611 Process Engineer II $101.77 $103.81 $105.88 $108.00 $110.16

541611 Process Engineer III $110.62 $112.83 $115.09 $117.39 $119.74

541611 Process Improvement Analyst I

$73.01 $74.47 $75.96 $77.48 $79.03

541611 Process Improvement Analyst II

$84.07 $85.75 $87.47 $89.22 $91.00

541611 Process Improvement Analyst III

$92.92 $94.78 $96.67 $98.61 $100.58

541611 Process Improvement Analyst IV

$97.34 $99.29 $101.27 $103.30 $105.36

541611 Process Improvement Analyst V

$110.62 $112.83 $115.09 $117.39 $119.74

541611 Program Director $110.62 $112.83 $115.09 $117.39 $119.74

541611 Program Manager $132.74 $135.39 $138.10 $140.86 $143.68

541611 Project Assistant I $73.01 $74.47 $75.96 $77.48 $79.03

541611 Project Assistant II $79.64 $81.23 $82.86 $84.51 $86.20

541611 Project Assistant III $84.07 $85.75 $87.47 $89.22 $91.00

541611 Quality Assurance Analyst I

$70.79 $72.21 $73.65 $75.12 $76.63

541611 Quality Assurance Analyst II

$75.22 $76.72 $78.26 $79.82 $81.42

541611 Quality Assurance Analyst III

$92.92 $94.78 $96.67 $98.61 $100.58

541611 Quality Control Administrator

$79.64 $81.23 $82.86 $84.51 $86.20

541611 Senior Task Lead 1 $101.77 $103.81 $105.88 $108.00 $110.16

541611 Subject Matter Expert I $92.92 $94.78 $96.67 $98.61 $100.58

541611 Subject Matter Expert

II

$97.34 $99.29 $101.27 $103.30 $105.36

541611 Support Staff $84.07 $85.75 $87.47 $89.22 $91.00

541611 Systems Analyst I $88.49 $90.26 $92.06 $93.91 $95.78

541611 Systems Analyst II $92.92 $94.78 $96.67 $98.61 $100.58

541611 Systems Analyst III $97.34 $99.29 $101.27 $103.30 $105.36

541611 Administrative Support Specialist

$46.01 $46.93 $47.87 $48.83 $49.80

541611 Administrative Support Specialist II

$49.55 $50.54 $51.55 $52.58 $53.63

541611 Associate Director $110.62 $112.83 $115.09 $117.39 $119.74

541611 Program Manager $132.74 $135.39 $138.10 $140.86 $143.68

541611 Project Manager $115.04 $117.34 $119.69 $122.08 $124.52

541611 Senior Specialist I $75.22 $76.72 $78.26 $79.82 $81.42

541611 Senior Specialist II $84.07 $85.75 $87.47 $89.22 $91.00

541611 Senior Specialist III $92.92 $94.78 $96.67 $98.61 $100.58

541611 Senior Task Lead II $110.62 $112.83 $115.09 $117.39 $119.74

541611 Task Lead $79.51 $81.10 $82.72 $84.38 $86.06

Labor Category Descriptions

Minimum Education

Minimum Years of

Experience

Accounting Specialist II

Prepares a variety of straightforward special and recurring accounting-related reports, summaries, financial statements, statistical reports, and reconciliation. Performs or reviews specialized calculations related to posting and accounting functions. Solves problems and recommends changes in procedure in accordance with previous training or experience. Ensures requirements and specifications of university or outside agencies are met by monitoring and complying with reporting requirements and opening or closing accounts as specified/required. Controls small petty cash fund: authorizes disbursement and fund replenishment prepares necessary entries. Contacts department personnel, account representatives or other appropriate personnel regularly to resolve problems; keeps all parties informed and serves as a reference source; composes correspondence of technical nature pertaining to assignments

Bachelors 8

Accounting Specialist III

Coordinates the activities of subordinates.; Prepares or verifies and encodes requisitions, invoices, complex journal entries or other transaction documents for accuracy, completeness and compliance with pertinent university or sponsor regulations;

approves transaction documents within designated limits.

Determines if funds are available for expenditures or requisitions and posts to proper account; monitors fund/account balances and notifies appropriate personnel when limits are reached. Maintains special logs or records and balances and reconciles internal accounts or records with university system; verifies accuracy and completeness and makes necessary adjustments

Bachelors 10

Asset Technical Financial SME

Performs services in support of asset and loan sales. Provides administrative and related support to project team. Assists in drafting and preparing project deliverables.

Bachelors 7

Business Analyst I

Analyzes business and financial processes. Reviews customer documentation and specific work processes, reconciles data against relevant documentation, defines problems and outlines recommendations for resolution. Creates and updates tracking reports for internal and external use.

Bachelors 7

Business Analyst II

Analyzes business and financial systems, processes, and procedures. Reviews internal and external customer documentation and specific work processes, reconciles, data against relevant documentation, defines problems and outlines recommendations for resolution. Performs due diligence on representations and creates and updates tracking reports for internal and external customer use

Bachelors 10

Education

Minimum Years of

Experience

Business Consultant

/ SME I

Serves as critical interface between project team and client.

Conducts meeting with clients to discern their problems at hand and strategizes a solution that resolves issues.

Bachelor 8

Data Technician I

Performs basic data research, collection, and analysis to support management, financial, and technical projects. Prepares data format, collects, and enters data into spreadsheets and databases and compiles data to develop and produce reports, information, and documentation.

High School Diploma

Data Technician II

Performs complex data research, collection, and analysis to support management, financial, and technical projects. Prepares data format, collects, and enters data into spreadsheets and databases and compiles data to develop and produce reports, information, and documentation. Able to work independently with minimum supervision

Bachelor 10

Financial Analyst / Auditor

Performs financial analysis and/or audits on all functional areas of financial and business solutions. Performs financial modeling and financial statements, budgets, and other financial reports.

Identifies areas of concern and make recommendations on opportunities for productivity improvements. Performs cost benefit analysis and other related analyses

Bachelor 6

Financial Application Specialist

As primary subject matter/content expert provides financial systems support of specified departmental software to ensure quality and reliable information and stable applications and ensure compliance with regulatory and procedural standards

Bachelor 10

Junior Data Processing Consultant

Analyze and research the details on open issues as they become apparent. Assists the Data Processing Supervisor and Manager to ensure that all Data Processing functions operate effectively and efficiently; performs daily operations which support functions of core processing system(s), including intraday, nightly, and month end processing, computer operation, sorting, statement preparation, proof and other support roles; processes requests from Bank personnel and customers within given authority and ensures requests are completed in a timely fashion; performs a variety of routine daily tasks; reviews reports, prepares correspondence; participates in special department projects.

Bachelor 5

Junior Financial Consultant

Reviews of assets, extraction of data, cash flow analysis and or quality control. Provides support to senior underwriters and or other senior staff. Assist underwriters in interaction with senior management. The Underwriter has responsibility for new and renewal premium in the region on assigned producers and/or accounts.

Bachelor 5

Managing Director Work with other senior management to oversee the operations of organizations across a variety of industries, such as banking, healthcare, marketing, advertising, information technology and

Masters 12

Education

Minimum Years of

Experience government. They establish new business contacts, interact with clients and recruit employees. Develop strategic marketing and sales plans to boost profits and efficiency. They may also coordinate the efforts of various departments, such as legal, finance, marketing, and sales, to meet company goals

Partner / Principal

Facilitate meetings and presentations. Work with clients to identify business problems, develop creative and implement long term solutions. Responsible for project oversight, high-level client interaction, strategic planning, and quality assurance.

Masters 15

Payroll Analyst

Works with payroll time entry personnel to supervise the compilation of payroll data such as hours worked, taxes, insurance, comp time and union dues to be withheld from time sheets and other records. Reviews wages computed and corrects errors to ensure accuracy of payroll. Oversees records of paid leaves, compassionate leave donations, and low sick leave benefit.

Oversees preparation and issuance of paychecks. Assists in reconciling general ledger to various payroll reports. Prepares periodic financial, statistical, or operational reports as assigned.

Conduct exit interviews for terminating employees, including options for handling of payment of accruals, and potential contributions to deferred compensation plans. Schedules and organizes retirement seminars. Works varied schedules to meet the demands of the payroll functions. Researches and responds to unemployment claims in a timely manner. Uses excellent customer service skills, establishes, and maintains effective working relationships with other employees, officials, and all members of the general public.

Bachelor 5

Senior Data Processing Consultant

Analyze and research the details on open issues as they become apparent. Serves as senior personnel to ensure that all Data Processing functions operate effectively and efficiently; performs daily operations which support functions of core processing system(s), including intraday, nightly, and month end processing, computer operation, sorting, statement preparation, proof and other support roles; processes requests from Bank personnel and customers within given authority and ensures requests are completed in a timely fashion; performs a variety of routine daily tasks; reviews reports, prepares correspondence; participates in special department projects. Develop schedules for processing administrative and educational systems. Monitor and respond to system messages and production requests. Assign tasks and train personnel assigned to the Data Entry function. Respond to ad hoc requests for service generated by Business Office staff and prioritize workflow. Conduct in-service training as required.

Review processing output and compare it for predetermined totals. Ensure output accuracy. Ensure that production and ad hoc

Bachelor 7

Education

Minimum Years of

Experience job process on time and in proper sequence. Establish production schedules and procedures for the utilization of data processing equipment and personnel.

Senior Financial Analyst

Performs complex accounting functions for outside agencies, internal office departments, and programs; maintains general ledger; audits and posts proposed entries; maintains chart of accounts; analyzes and assigns codes in accordance with state reporting and local management requirements; reconciles and distributes state apportionments and local taxes; reviews and reconciles account and fund balances; reviews documents and claims for accuracy, completeness, and uniformity to rules, regulations, and laws; coordinates, prepares and reviews year-end closing process and documents; monitors accounts receivable and accounts payable; performs periodic review of financial reports and verifies accuracy and fiscal solvency.

Bachelor 10

Senior Financial Consultant

Reviews of assets, extraction of data, cash flow analysis and or quality control. Provides support to senior underwriters and or other senior staff. Assist underwriters in interaction with senior management. The Underwriter has responsibility for new and renewal premium in the region on assigned producers and/or accounts

Bachelor 10

Statistician

Collects and analyzes numerical data, collating the statistics into understandable formats. Interpret their collected data to allow people to make informed decisions. Adapt statistical methods in order to solve specific problems in many fields, such as economics, biology, and engineering. Analyze and interpret statistical data in order to identify significant differences in relationships among sources of information. Applies sampling techniques or utilize complete enumeration bases in order to determine and define groups to be surveyed. Designs research projects that apply valid scientific techniques and utilize information obtained from baselines or historical data in order to structure uncompromised and efficient analyses. Develops and test experimental designs, sampling techniques, and analytical methods. Evaluate sources of information in order to determine any limitations in terms of reliability or usability.

Bachelor 6

Task Manager

Manager of specific tasks within scope of project. Provides day-to-day project management. Reports to Senior Engagement Manager or Manager. Specialized experience in specific function related to the project. Task manager is responsible for planning and managing the execution of one or more software enhancements.

Will guide a team of functional and technical staff in full lifecycle development activities. Position is responsible for the overall success of one or more project objective, with respect to project

Bachelor 10

Education

Minimum Years of

Experience planning and scheduling, team organization, technical guidance, and production release.

Technical Staff I

Directs resources, operations and program performance for a single major contract or multiple smaller contracts. Interfaces with the client on a day-to-day basis and directs the completion of specific tasks time frames and budget constraints. Manages the day-to-day operations and specific work products for completeness and accuracy.

Bachelor 8

Technical Staff II

Supports program, product and project financial and management requirements performing research and evaluation of current information. Performs review and comparison of data and information to and report on performance. Required to generate and or record supporting data is used to support business or financial accountability and or reporting spreadsheets and other database systems. Works the day-to-day issues and operations and is called upon to perform review of specific work products, and/or support contractor's efforts. Records, reports, and prepares information to support financial and business requirements.

Bachelor 10

Analyst I

At least seven years of experience in process management environment. Will apply appropriate management analysis processes, modeling and simulation tools, and technical techniques to provide the services required. Will employ process improvement and reengineering methodologies and principles to conducting process modernization projects. Will provide group facilitation, interviewing, training, and additional forms of knowledge transfer. Will coordinate a project team to ensure enterprise-wide integration of management efforts. Bachelor of Science is required.

Bachelor 5

Analyst II

At least seven years of experience in process management environment. Will apply appropriate management analysis processes, modeling and simulation tools, and technical techniques to provide the services required. Will employ process improvement and reengineering methodologies and principles to conducting process modernization projects. Will provide group facilitation, interviewing, training, and additional forms of knowledge transfer. Will coordinates multiple project teams to ensure enterprise-wide integration of management efforts. Will provide daily supervision and direction to personnel performing management analysis tasking.

Bachelor 7

Analyst III

At least nine years of experience in process management environment. Will apply applicable management analysis processes, modeling and simulation tools, and technical techniques to provide the services required. Will employ process

Bachelor 9

Education

Minimum Years of

Experience improvement and reengineering methodologies and principles to conduct process modernization projects. Will provide group facilitation, interviewing, training, and additional forms of knowledge transfer. Will serves as key coordinator among multiple project teams to ensure enterprise-wide integration of management efforts. Will provide daily supervision and direction to personnel performing management analysis tasking

Business Functions Consultant I

At least five years of experience are required. Will provide analysis of the existing practices and make recommendations for improvements. Will determine and clarify strategic and operational problems. Will identify problems and seek solutions by reviewing current strategy. Will collect, analyze, and interpret data and statistics. Will compile and present information verbally, visually and in writing identifying and assessing the pros and cons of possible strategies outlining objectives developing, advising about, and implementing agreed solution. Requires Bachelor of Science.

Bachelor 5

Business Functions Consultant II

At least seven years of experience are required. Will act as the primary contact/relationship manager for most complex businesses in the prioritization, development and implementation of strategic directions and service developments. Will consult with other stakeholders to understand its goals and objectives for a specific initiative and will advise on the functionality, applicability, and usability of alternative technology solutions. Requires Bachelor of Science

Bachelor 7

Business Functions Consultant III

At least nine years of experience are required. Will serve in a senior level capacity to prioritize, develop, and implement strategic directions and service development. Will identify the needs for new and enhanced products, services, and business processes, clarify technology requirements to identify gaps, provide consultancy and advice to business partners on the applicability and usability of alternatives to help address the business problem/issue. Will build, sustain, and leverage relationships and people across business functions, business partners, and external organizations to ensure a cooperative and productive environment. Requires Bachelor of Science.

Bachelor 9

Database Manager

At least five years of information technology experience with an emphasis on database management. Knowledge and experience of DBMS infrastructure design and build, administration, and operation. Will collect and analyze database and system performance measurements over time. Will maintain database performance by troubleshooting problems. Will accomplish platform upgrades and improvements by supervising system

Bachelor 5

Education

Minimum Years of

Experience programming. Will secure database by developing policies, procedures, and controls. Requires Bachelor of Science.

Document Specialist

At least three years of experience required. Will prepare and/or maintain documentation. Will translate business specifications into user documentation. Will plan, write, and maintain systems and user support documentation efforts, including online help screen. Will have knowledge of commonly used concepts, practices, and procedures within a particular field. Will rely on instructions and pre-established guidelines to perform the functions of the job. Bachelor of Science required.

Bachelor 3

Executive Assistant I

At least three years of experience working in an office environment. Will assist management by producing information by transcribing, formatting, inputting, editing, retrieving, copying, and transmitting text, data, and graphics. Will read, research, and route technical correspondence. Will draft letters and documents and collect and analyze information. Will maintain executive's appointment schedule by planning and scheduling meetings, conferences, teleconferences, and travel. Will represent the executive by attending meetings in the executive's absence, speaking for the executive. Will welcome guests and customers by greeting them, in person or on the telephone, answering or directing inquiries. Will maintain customer confidence and protects operations by keeping information confidential. Will complete projects by assigning work to clerical staff and follow up on results. Requires HS diploma.

High School Diploma

Executive Assistant II

At least five years of experience working in an office environment.

Will assist management by producing information by transcribing, formatting, inputting, editing, retrieving, copying, and transmitting text, data, and graphics independently. Will read, research, and route technical correspondence. Will draft letters and documents and collect and analyze information. Will maintain executive's appointment schedule by planning and scheduling meetings, conferences, teleconferences, and travel. Will represent the executive by attending meetings in the executive's absence, speaking for the executive. Will welcome guests and customers by greeting them, in person or on the telephone, answering or directing inquiries. Will maintain customer confidence and protects operations by keeping information confidential. Will complete projects by assigning work to clerical staff and follow up on results. May direct the work of other more junior level resources. Will be source of information for office and staff.

Requires HS diploma.

High School Diploma

Executive Assistant

III

At least seven years of experience working in an office environment. Will assist management by producing information by

High School Diploma

Education

Minimum Years of

Experience transcribing, formatting, inputting, editing, retrieving, copying, and transmitting text, data, and graphics independently. Will read, research, and route technical correspondence. Will draft letters and documents and collect and analyze information. Will maintain executive's appointment schedule by planning and scheduling meetings, conferences, teleconferences, and travel. Will represent the executive by attending meetings in the executive's absence, speaking for the executive. Will welcome guests and customers by greeting them, in person or on the telephone, answering or directing inquiries. Will maintain customer confidence and protects operations by keeping information confidential. Will complete projects by assigning work to clerical staff and follow up on results. Will direct the work of junior level resources. Will be source of information for office and staff. Requires HS diploma

Functional Specialist I

At least five years of experience in process improvement are required. Will validate and review all daily activity while maintaining all required controls. Will support the research and resolution process. Will escalate unresolved issues to management as required. Will maintain appropriate records of daily and monthly activities. Will provide information needed to prepare financial statements and reports for the client, shareholder, and/or director, and management reports. Will maintain knowledge of current alternative procedures and processes. Will document any updates or changes to formal procedures, databases, etc. for manager review. Requires Bachelor of Science.

Bachelor 5

Functional Specialist

II

At least seven years of experience process improvement are required. Will have demonstrated experience as a senior resource assisting in the definition of systems strategy, gathering and documenting business requirements, leading fit-gap analysis, as-is and to- be business process designs, conference room pilots (CRPs) functional configuration, testing, client user training. Will have experience collaborating with clients on business process enhancements. Will validate and review all daily activity while maintaining all required controls. Will support the research and resolution process. Will conduct reviews with project teams to ensure standards, deliverables and timelines are being met throughout product development cycle. Requires Bachelor of Science

Bachelor 7

Junior Analyst

At least five years of experience are required. Will carry out in-depth evaluation and verification of the capabilities of systems, serving as a middleman between the end-users and software developers, to ensure that product information is properly disseminated. Will participate in the process improvement life circle, and as such we be available to carryout instructions as directed by the lead analyst. Will maintain and verify requirements

Education

Minimum Years of

Experience specifications accordingly. Will work closely with the organization management in order to identify their customer needs and establish ways upon which customer needs can be met for their maximum benefit and satisfaction. Will assess and analyze the business implications involved. Will source, document, and prepare reports that can be used for improving services in the organization. Requires a Bachelor of Science

Management Consultant I

At least five years of experience providing analysis of business processes. Will gather and analyze business requirements and assist in decomposing high level requirements into manageable tasks. Will create and produce ad hoc reports using basic tools.

Will seek methods for improving processes. Will make recommendations based off analysis of data. Will work on a team with Analysts, Subject Matter Experts and Program Owners.

Requires Bachelor of Science

Bachelor 5

Management Consultant II

At least seven years of experience providing analysis of business processes. Will gather and analyze business requirements and assist in decomposing high level requirements into manageable tasks. Will create and produce ad hoc reports using basic tools.

Will seek methods for improving processes. Will make recommendations based off analysis of data. Will work on a team with Analysts, Subject Matter Experts and Program Owners. Will formulate recommendations, and development of programs. Will monitor newly implemented systems to assure smooth functioning. Will install new systems and train operating staff and will conduct operational effectiveness reviews to ensure changes are applied and functioning as intended. Will develop and maintain operating systems documentation and procedures manuals. Requires Bachelor of Science.

Bachelor 7

Process Engineer I

At least five years of experience in process improvement are required. Will analyze, troubleshoot, and resolve system/equipment performance, malfunctions, or failures. Will provide technical assessments as part of discrepancy evaluations and quality investigations. Will lead and/or participate in the identification and development of solutions to stabilize and optimize utility systems. Will participate in design, implementation, commissioning and qualification of capital and expense projects. Will provide technical assessments and options analysis. Will provide development of project scope, execution strategies, and resource requirements for capital and expense projects. Will collaborate with peers in the continuous improvement of technical infrastructure required to support systems, including engineering standards, practices, specifications, procedures, and business processes. Requires Bachelor of Science.

Education

Minimum Years of

Experience

Process Engineer II

At least seven years of experience providing analysis of business processes. Will gather and analyze business requirements and assist in decomposing high level requirements into manageable tasks. Will create and produce ad hoc reports using basic tools.

Will seek methods for improving processes. Will make recommendations based off analysis of data. Will work on a team with Analysts, Subject Matter Experts and Program Owners. Will formulate recommendations, and development of programs. Will monitor newly implemented systems to assure smooth functioning. Will install new systems and train operating staff and will conduct operational effectiveness reviews to ensure changes are applied and functioning as intended. Will develop and maintain operating systems documentation and procedures manuals. Requires Bachelor of Science.

Bachelor 7

Process Engineer III

At least nine years of experience are required. Will solve problems related to processes or design. Will review production processes and recommend changes for improvement and goals will include current technologies which lead to creating a safer workplace, producing with higher quality, quicker delivery of services and producing services at a lower cost. Will assist maintenance in troubleshooting and modification of services. Will provide technical expertise in the area of process engineering. Will develop processes to aid in the delivery of proven processes. Will develop, revise, and upgrade standard operating procedures (SOP) as required. Will train and instruct associates in performance of their assigned duties using operations work instructions. Will develop and implement process capability plans. Will work with managers to prepare organization for maximum utilization of floor space and resources. Bachelor of Science is required.

Bachelor 9

Process Improvement Analyst I

At least five years of experience working on process improvement projects. Will conduct business analysis using internal data as well as external sources to measure the effectiveness of both current operations and potential future processes. Will assist in designing solutions that solve operational problems or improve current processes. Will assist in identifying key performance metrics for new initiatives as well as existing processes. Will define the correct reporting methods, channels, and formats for users. Will assist in creating detailed, accurate, comprehensive project plans to ensure that projects are achieved on time, with superior adoption, and in line with budgetary guidelines. Will support and manage projects through all aspects of the project lifecycle, including the transition to support or maintenance mode. Requires Bachelor of Science

Bachelor 5

Process Improvement Analyst II

At least seven years of experience working on process improvements projects. Will conduct business analysis using internal data as well as external sources to measure the

Education

Minimum Years of

Experience effectiveness of both current operations and potential future processes. Will design solutions that solve operational problems or improve current processes. Will identify key performance metrics for new initiatives as well as existing processes. Will define the correct reporting methods, channels, and formats for users. Will assist in creating detailed, accurate, comprehensive project plans to ensure that projects are achieved on time, with superior adoption, and in line with budgetary guidelines. Will support and manage projects through all aspects of the project lifecycle, including the transition to support or maintenance mode. Will prepare and deliver project status updates in various formats, including verbal, written, presentation, etc. Requires Bachelor of Science

Process Improvement Analyst III

At least nine years of experience working on process improvements projects. Will conduct business analysis using internal data as well as external sources to measure the effectiveness of both current operations and potential future processes. Will design solutions that solve operational problems or improve current processes. Will identify key performance metrics for new initiatives as well as existing processes. Will assist in evaluating project risk, changes, and issues, including development of contingency plans and solution and process alternatives. Will assist in providing analysis to process improvement activities by measuring productivity results that translate to financial benefits.

Will function as liaison between the line of business and enabling functional areas throughout the project life cycle. Will assist in creating detailed, accurate, comprehensive project plans to ensure that projects are achieved on time, with superior adoption, and in line with budgetary guidelines. Requires Bachelor of Science

Bachelor 9

Process Improvement Analyst IV

At least eleven years of experience working on process improvements projects. Will report regularly on progress against established project plans. Will ensure that projects are executed in a manner that maximizes integrity and effectiveness. Will perform project audits when required. Will monitors issues between projects and resolves conflict. Will define the correct reporting methods, channels, and formats for users. Will support and manage projects through all aspects of the project lifecycle, including the transition to support or maintenance mode. Will prepare and deliver project status updates in various formats, including verbal, written, presentation, etc., Requires Bachelor of Science.

Bachelor 11

Process Improvement Analyst V

At least thirteen years of experience working on process improvements projects. Will play lead role in managing and coordinating major systems and business projects and provide tactical and strategic input. Will provide technical expertise and

Bachelor 13

Education

Minimum Years of

Experience drive process improvement initiatives to achieve measurable productivity results that translate to financial benefits. Will provide expertise and execute projects for customer experience initiatives, problem prevention/resolution initiatives and strategic initiatives to make measurable improvements to the customer experience index. Will influences leaders and peers across organizational lines to take action on strategic initiatives or process changes. Will lead and/or monitor design and execution of key process improvement, problem prevention and customer experience initiatives to achieve Performance Plan objectives. Will maintains a moderate understanding/knowledge of Central Operations and all supported businesses. Will establish the climate that encourages an open two-way channel of communication whereby team members exchange ideas / suggestions and share information. Requires Bachelor of Science

Program Director

At least eleven years of experience in Project/Program Management. Will ensure the delivery of the overall program and its activities in accordance with the mission and the goals of the organization. Will develop new initiatives to support the strategic direction of the organization. Will develop and implement long-term goals and objectives to achieve the successful outcome of the program. Will develop an annual budget and operating plan to support the program. Will develop a program evaluation framework to assess the strengths of the program and to identify areas for improvement. Will develop funding proposals for the program to ensure the continuous delivery of services. Requires Bachelor of Science

Bachelor 11

Project Manager

" At least seven years of experience required. Will lead teams in development, process improvement and maintenance efforts. Will achieve operational objectives by contributing information and recommendations to strategic plans and reviews, preparing, and completing action plans, implementing production, productivity, quality, and customer-service standards, resolving problems, completing audits, identifying trends, determining system improvements, and implementing change. Will meet financial objectives by forecasting requirements, preparing an annual budget, scheduling expenditures, analyzing variances, and initiating corrective actions. Will update job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations. Will enhance department and organization reputation by accepting ownership for accomplishing new and different requests and exploring opportunities to add value to job accomplishments. Will perform day-to-day management of contract support operations, possibly involving

Education

Minimum Years of

Experience multiple tasks and groups of personnel at multiple locations, on a single project. Will demonstrates skills in the scope of work encompassed by the task order; provide technical guidance to the project team in performance of the work and review the quality of all work products. Will organize, direct, and coordinate the planning and production of all contract support activities. Will be responsible for staffing, project planning, project financials, and staff direction and oversight. Will maintain and manage the client interface at the COTR levels of the client organization. Bachelor of Science is required.

Project Assistant I

At least three years of experience working on a team or in an office environment under the guidance of a Project Manager/Leader. Will assist Project Manager by scheduling meetings, booking meeting rooms, coordinating travel arrangements including booking travel tickets and settlement of related expenses; preparing and distributing minutes of meetings;

maintenance and ordering of office supplies. Will be able to work with minimal supervision, multitask effectively as well as utilize independent judgment, and have the initiative to take on new tasks and challenges. Will possess technical skills and be proficient in the use of Adobe, Word, Excel, Outlook, and SharePoint. Will have a working knowledge of project management methodologies and tools. Requires HS diploma.

High School Diploma

Project Assistant II

At least five years of experience working on a team or in an office environment under the guidance of a Project Manager/Leader.

Will assist Project Manager by scheduling meetings; booking meeting rooms; coordinating travel arrangements including booking travel tickets and settlement of related expenses;

preparing and distributing minutes of meetings; maintenance and ordering of office supplies. Will be able to work with minimal supervision, multitask effectively as well as utilize independent judgment, and have the initiative to take on new tasks and challenges. Will possess technical skills and be proficient in the use of Adobe, Word, Excel, Outlook, and SharePoint. Will be familiar with required inputs and outputs for each project phase. Will be able to provide project status with little effort. Requires HS diploma.

High School Diploma

Project Assistant III

At least seven years of experience working on a team or in an office environment under the guidance of a Project Manager/Leader. Will assist Project Manager by scheduling meetings; booking meeting rooms; coordinating travel arrangements including booking travel tickets and settlement of related expenses; preparing and distributing minutes of meetings;

High School

Education

Minimum Years of

Experience maintenance and ordering of office supplies. Will be able to work with minimal supervision, multitask effectively as well as utilize independent judgment, and have the initiative to take on new tasks and challenges. Will possess technical skills and be proficient in the use of Adobe, Word, Excel, Outlook, and SharePoint. Will be familiar with required inputs and outputs for each project phase.

Will be able to maintain project schedule. Requires HS diploma

Quality Assurance Analyst I

At least five years of experience are required. Will participate in requirement and design reviews to ensure test plans are traceable to requirements. Will coach and train developers in how to create and execute effective test plans. Will review and approve test plans in advance of testing. Will Work with team to coordinate, monitor, execute and document all test activities. Will work with team to establish test beds that are automated/repeatable.