MAS - Malik Consulting, Inc. - GS35F299GA

GENERAL SERVICES ADMINISTRATION

FEDERAL ACQUISITION SERVICE

AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICELIST

Online 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 (MAS) Information Technology Category

Office Management

PSC Code: DA01, R617

Contract Number: GS-35F-299GA

Malik Consulting, Inc. d/b/a Metric5 1175 Peachtree Street NE, Suite 1000

Atlanta, GA 30361-3542 Phone: (404) 915-1667 www.metric5.com

Contract Administration Source: Abu Malik, abu.malik@metric5.com

Business Size: Small Business

Period Covered by Contract: April 6, 2017 – April 5, 2027

Pricelist current through PS-0034, dated 07/22/2024

For more information on ordering go to the following website: https://www.GSA.gov/schedules Prices shown herein are net (discount deducted) about:blank

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Special Item Number 54151S, Information Technology Professional Services

FPDS Code D302 IT Systems Development Services

FPDS Code D306 IT Systems Analysis Services

FPDS Code D308 Programming Services

FPDS Code D310 IT Backup and Security Services

FPDS Code D311 IT Data Conversion Services

FPDS Code D316 IT Network Management Services

FPDS Code D317 Creation/Retrieval of IT Related Automated News Services, Data Services, or Other Information Services (All other information services belong under Schedule 76)

FPDS Code D399 Other Information Technology Services, Not Elsewhere Classified

Note 1: All non-professional labor categories must be incidental to and used solely to support hardware, software and/or professional services, and cannot be purchased separately.

Note 2: Offerors and Agencies are advised that the Group 70 – Information Technology Category is not to be used as a means to procure services which properly fall under the Brooks Act. These services include, but are not limited to, architectural, engineering, mapping, cartographic production, remote sensing, geographic information systems, and related services. FAR 36.6 distinguishes between mapping services of an A/E nature and mapping services which are not connected nor incidental to the traditionally accepted A/E Services.

Note 3: This solicitation is not intended to solicit for the reselling of IT Professional Services, except for the provision of implementation, maintenance, integration, or training services in direct support of a product. Under such circumstances the services must be performance by the publisher or manufacturer or one of their authorized agents.

Special Item Number OLM, Order Level Materials

54151S STLOC, OLM STLOC: Section 211 of the E-Government Act of 2002 (the Act) amended the Federal Property and Administrative Services Act to allow for "Cooperative Purchasing." Cooperative Purchasing allows for the Administrator of General Services to provide states and localities access to certain categories offered through the General Services Administration's Multiple Award Schedule contract. The information technology available to state and local governments includes automated data processing equipment (including firmware), software, supplies, support equipment, and services.

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TABLE OF CONTENTS

Contents

CUSTOMER INFORMATION

TERMS AND CONDITIONS APPLICABLE TO INFORMATION TECHNOLOGY (IT) PROFESSIONAL SERVICES

(SPECIAL ITEM NUMBER 54151S)

GSA AWARDED LABOR CATEGORIES - SINs 54151S / 54151S STLOC; 518210ERM / 518210ERM RC

GSA IT SERVICES PRICELIST

USA COMMITMENT TO PROMOTE SMALL BUSINESS PARTICIPATION PROCUREMENT PROGRAMS

BEST VALUE BLANKET PURCHASE AGREEMENT FEDERAL SUPPLY SCHEDULE

BASIC GUIDELINES FOR USING “CONTRACTOR TEAM ARRANGEMENTS”

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CUSTOMER INFORMATION

1a. Table of Awarded Special Item Numbers (SINs):

Please refer to GSA eLibrary (www.gsaelibrary.gsa.gov) for detailed SIN descriptions

SIN 54151S / 54151S STLOC, Professional Information Technology Services

SIN 518210ERM/518210ERM RC, Electronic Records Management Solutions (ERM)

SIN OLM / OLM STLOC, Order Level Materials (OLM)

1b. Lowest Priced Model Number and Lowest Price: Please refer to our rates on page 10

1c. Labor Category Descriptions: Please refer to page 6

2. Maximum Order: SINs Maximum Order

54151S $500,000

518210ERM $1,000,000

OLM $250,000

3. Minimum Order: $ 100.00

4. Geographic Coverage: Domestic delivery only, including Puerto Rico and U.S.

Territories

5. Point of Production: Atlanta, GA

6. Discount from List Price: Government Net Prices (discounts already deducted)

7. Volume Discounts: 0.5% discount for orders over $ 250,000

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: None

10a. Time of Delivery: 30 days ARO or as negotiated by Contractor and

Ordering Agency

10b. Expedited Delivery: Items available for expedited delivery are noted in this price list. Other items may be negotiated by Contractor and Ordering Agency.

10c. Overnight and 2-Day Delivery: Available. Ordering Activity may contact the Contractor for rates for overnight and 2-day delivery

10d. Urgent Requirement: Ordering Agencies can request accelerated delivery for urgent requirements.

11. F.O.B. Point: Destination

12a. Ordering Address: Metric5

1175 Peachtree Street NE, Suite 1000 Atlanta, GA 30361 Phone: (404) 915-1667

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

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13. Payment Address: Metric5

1175 Peachtree Street NE, Suite 1000 Atlanta, GA 30361 Phone: (404) 915-1667

14. Warranty Provision: Standard commercial warranty. Please contact

Contractor.

15. Export Packing Charges: Not Applicable

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

17. Terms and conditions of installation: Not Applicable

18a. Terms and conditions of repair parts indicating date of parts, price lists and any discounts from list prices:

Not Applicable

18b. Terms and conditions for any other services: Not Applicable

19. List of service and distribution points: Not Applicable

20. List of participating dealers: Not Applicable

21. Preventative maintenance: Not Applicable

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

Not Applicable

22b. Section 508 compliance information is available for the information and communications technology (ICT) products and services offered. ICT accessibility standards can be found at https://www.section508.gov/.

For more information about Section 508 compliance, please contact contractor.

23. Unique Entity Identifier (UEI) Number: N86NMKLWQ988

24. Malik Consulting, Inc. is registered in the System for Award Management (SAM).

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TERMS AND CONDITIONS APPLICABLE TO INFORMATION TECHNOLOGY (IT)

PROFESSIONAL SERVICES (SPECIAL ITEM NUMBER 54151S)

1. SCOPE

a. The prices, terms and conditions stated under Special Item Number 54151S Information Technology Professional Services apply exclusively to IT Professional Services within the scope of this Schedule.

b. The Contractor shall provide services at the Contractor’s facility and/or at the ordering activity location, as agreed to by the Contractor and the ordering activity.

2. PERFORMANCE INCENTIVES

a. Performance incentives may be agreed upon between the Contractor and the ordering activity on individual fixed price orders or Blanket Purchase Agreements under this contract.

b. The ordering activity must establish a maximum performance incentive price for these services and/or total solutions on individual orders or Blanket Purchase Agreements.

c. Incentives should be designed to relate results achieved by the contractor to specified targets. To the maximum extent practicable, ordering activities shall consider establishing incentives where performance is critical to the ordering activity’s mission and incentives are likely to motivate the contractor. Incentives shall be based on objectively measurable tasks.

3. ORDER

a. Agencies may use written orders, EDI orders, blanket purchase agreements, individual purchase orders, or task orders for ordering services under this contract. Blanket Purchase Agreements shall not extend beyond the end of the contract period; all services and delivery shall be made and the contract terms and conditions shall continue in effect until the completion of the order. Orders for tasks which extend beyond the fiscal year for which funds are available shall include FAR 52.232-19 (Deviation – May 2003) Availability of Funds for the Next Fiscal Year. The purchase order shall specify the availability of funds and the period for which funds are available.

b. All task orders are subject to the terms and conditions of the contract. In the event of conflict between a task order and the contract, the contract will take precedence.

4. PERFORMANCE OF SERVICES

a. The Contractor shall commence performance of services on the date agreed to by the Contractor and the ordering activity.

b. The Contractor agrees to render services only during normal working hours, unless otherwise agreed to by the Contractor and the ordering activity.

c. The ordering activity should include the criteria for satisfactory completion for each task in the Statement ofWork or Delivery Order. Services shall be completed in a good and workmanlike manner.

d. Any Contractor travel required in the performance of IT Services must comply with the Federal Travel Regulation or Joint Travel Regulations, as applicable, in effect on the date(s) the travel is performed. Established Federal Government per diem rates will apply to all Contractor travel. Contractors cannot use GSA city pair contracts.

5. STOP-WORK ORDER (FAR 52.242-15) (AUG 1989)

(a) The Contracting Officer may, at any time, by written order to the Contractor, require the Contractor to stop all, or any part, of the work called for by this contract for a period of 90 days after the order is delivered to the Contractor, and for any further period to which the parties may agree. The order shall be specifically identified as a stop-work order issued under this clause. Upon receipt of the order, the Contractor shall immediately comply with its terms and take all reasonable steps to minimize the incurrence of costs allocable to the work covered by the order during the period of work stoppage.Within a period of 90 days after a stop-work is delivered to the Contractor, or within any extension of that period to which the parties shall have agreed, the Contracting Officer shall either-

(1) Cancel the stop-work order; or

(2) Terminate the work covered by the order as provided in the Default, or the Termination for Convenience of the Government, clause of this contract.

(b) If a stop-work order issued under this clause is canceled or the period of the order or any extension thereof expires, the Contractor shall resume work. The Contracting Officer shall make an equitable adjustment in the delivery schedule or contract price, or both, and the contract shall be modified, in writing, accordingly, if-

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(1) The stop-work order results in an increase in the time required for, or in the Contractor's cost properly allocable to, the performance of any part of this contract; and

(2) The Contractor asserts its right to the adjustment within 30 days after the end of the period of work stoppage;

provided that, if the Contracting Officer decides the facts justify the action, the Contracting Officer may receive and act upon the claim submitted at any time before final payment under this contract.

(c) If a stop-work order is not canceled and the work covered by the order is terminated for the convenience of the Government, the Contracting Officer shall allow reasonable costs resulting from the stop-work order in arriving at the termination settlement.

(d) If a stop-work order is not canceled and the work covered by the order is terminated for default, the Contracting Officer shall allow, by equitable adjustment or otherwise, reasonable costs resulting from the stop-work order.

6. INSPECTION OF SERVICES

In accordance with FAR 52.212-4 Contract Terms and Conditions—Commercial Items (MAR 2009) (Deviation I - FEB 2007) for Firm-Fixed Price orders and FAR 52.212-4 Contract Terms and Conditions—Commercial Items (MAR 2009) (Alternate I − OCT 2008) (Deviation I – FEB 2007) applies to Time-and-Materials and Labor-Hour Contracts orders placed under this contract.

7. RESPONSIBILITIES OF THE CONTRACTOR

The Contractor shall comply with all laws, ordinances, and regulations (Federal, State, City, or otherwise) covering work of this character. If the end product of a task order is software, then FAR 52.227-14 (Dec 2007) Rights in Data – General, may apply.

8. RESPONSIBILITIES OF THE ORDERING ACTIVITY

Subject to security regulations, the ordering activity shall permit Contractor access to all facilities necessary to perform the requisite IT Professional Services.

9. INDEPENDENT CONTRACTOR

All IT Professional Services performed by the Contractor under the terms of this contract shall be as an independent Contractor, and not as an agent or employee of the ordering activity.

10. ORGANIZATIONAL CONFLICTS OF INTEREST

a. Definitions.

“Contractor” means the person, firm, unincorporated association, joint venture, partnership, or corporation that is a party to this contract.

“Contractor and its affiliates” and “Contractor or its affiliates” refers to the Contractor, its chief executives, directors, officers, subsidiaries, affiliates, subcontractors at any tier, and consultants and any joint venture involving the Contractor, any entity into or with which the Contractor subsequently merges or affiliates, or any other successor or assignee of the Contractor.

An “Organizational conflict of interest” exists when the nature of the work to be performed under a proposed ordering activity contract, without some restriction on ordering activities by the Contractor and its affiliates, may either (i) result in an unfair competitive advantage to the Contractor or its affiliates or (ii) impair the Contractor’s or its affiliates’ objectivity in performing contract work.

b. To avoid an organizational or financial conflict of interest and to avoid prejudicing the best interests of the ordering activity, ordering activities may place restrictions on the Contractors, its affiliates, chief executives, directors, subsidiaries and subcontractors at any tier when placing orders against schedule contracts. Such restrictions shall be consistent with FAR 9.505 and shall be designed to avoid, neutralize, or mitigate organizational conflicts of interest that might otherwise exist in situations related to individual orders placed against the schedule contract. Examples of situations, which may require restrictions, are provided at FAR 9.508.

11. INVOICES

The Contractor, upon completion of the work ordered, shall submit invoices for IT Professional services. Progress payments may be authorized by the ordering activity on individual orders if appropriate. Progress payments shall be based upon completion of defined milestones or interim products. Invoices shall be submitted monthly for recurring services performed during the preceding month.

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12. PAYMENTS

For firm-fixed price orders the ordering activity shall pay the Contractor, upon submission of proper invoices or vouchers, the prices stipulated in this contract for service rendered and accepted. Progress payments shall be made only when authorized by the order. For time-and-materials orders, the Payments under Time-and-Materials and Labor-Hour Contracts at FAR 52.212-4 (MAR 2009) (Alternate I – OCT 2008) (Deviation I – FEB 2007) applies to time-and-materials orders placed under this contract. For labor-hour orders, the Payment under Time-and-Materials and Labor-Hour Contracts at FAR 52.212-4 (MAR 2009) (Alternate I – OCT 2008) (Deviation I – FEB 2007) applies to labor-hour orders placed under this contract. 52.216-31(Feb 2007) Time-and-Materials/Labor-Hour Proposal Requirements—Commercial Item Acquisition. As prescribed in 16.601(e)(3), insert the following provision:

(a) The Government contemplates award of a Time-and-Materials or Labor-Hour type of contract resulting from this solicitation.

(b) The offeror must specify fixed hourly rates in its offer that include wages, overhead, general and administrative expenses, and profit. The offeror must specify whether the fixed hourly rate for each labor category applies to labor performed by—

(1) The offeror;

(2) Subcontractors; and/or

(3) Divisions, subsidiaries, or affiliates of the offeror under a common control.

13. RESUMES

Resumes shall be provided to the GSA Contracting Officer or the user ordering activity upon request.

14. INCIDENTAL SUPPORT COSTS

Incidental support costs are available outside the scope of this contract. The costs will be negotiated separately with the ordering activity in accordance with the guidelines set forth in the FAR.

15. APPROVAL OF SUBCONTRACTS

The ordering activity may require that the Contractor receive, from the ordering activity's Contracting Officer, written consent before placing any subcontract for furnishing any of the work called for in a task order.

16. DESCRIPTION OF IT PROFESSIONAL SERVICES AND PRICING

Labor category descriptions and rates begin on the next page.

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GSA AWARDED LABOR CATEGORIES -

SINS 54151S / 54151S STLOC; 518210ERM / 518210ERM RC

Degree and experience may be substituted as follows:

Degree may be substituted as follows:

Associates Degree = 2 years experience

Bachelors Degree = 4 years experience

Masters Degree = 6 years experience

PhD = 8 years experience

Experience may be substituted as follows:

2 years experience = Associates Degree

4 years experience = Bachelors Degree

6 years experience = Masters Degree

8 years experience = PhD

SIN

LABOR

CATEGORY

FUNCTIONAL RESPONSIBILTY

MINIMUM

EDUCATION/

CERTIFICATION

LEVEL

MINIMUM

YEARS OF

EXPERIENCE

54151S Business Subject Matter Expert I

Possesses functional and technical knowledge of highly specialized IT applications and operational environments. Possesses relevant experience in analyzing and solving moderately complex to complex IT systems. Identifies problems, analyzes and develops solutions for technology related issues with the assistance of senior SME’s. Coordinates and manages the preparation of analysis, evaluations, and recommendations for proper implementation and maintenance of quality, IT programs and systems.

Bachelors Degree in Business/ Management/IT or related field.

Advanced degree/relevant professional certification preferred

54151S Business Subject Matter Expert II

Possesses extensive functional and technical knowledge of highly specialized IT applications and operational environments. Possesses experience in analyzing and solving complex problems that need extensive knowledge of the subject matter for effective implementation. Participates as needed in all phases of software development with emphasis on the planning, analysis, testing, integration, documentation, and implementation phases.

Bachelors Degree in Business/ Management/IT or related field.

Advanced degree/relevant professional certification preferred.

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LABOR

CATEGORY

FUNCTIONAL RESPONSIBILTY

MINIMUM

EDUCATION/

CERTIFICATION

LEVEL

MINIMUM

YEARS OF

EXPERIENCE

54151S Business/Systems Analyst I

Under general supervision, formulates and defines IT systems scope and objectives through research and fact-finding combined with an understanding of applicable technical business systems and IT industry requirements. With this knowledge, develops or modifies moderately complex information systems. Includes analysis of system needs, documenting requirements, revising existing system logic difficulties as necessary, and testing.

Competent to work in some phases of systems analysis and considers the business implications of the application of technology to the current business environment.

Bachelors Degree in Business/ Management/IT or related field.

54151S Business/Systems Analyst II

Formulates and defines technical systems scope and objectives based on both user needs and a good understanding of applicable business systems and industry requirements. Devises or modifies procedures to solve complex problems considering computer equipment capacity and limitations, operating time, and form of desired results. Includes analysis of IT system needs, documentation of requirements, translation into proper system requirement specifications, and validating requirement specifications. Guides and advises less experienced Business Systems Analysts. Competent to work at the highest technical level of most phases of systems analysis while considering the business implications of the application of technology to the current and future business environment.

Bachelors Degree in Business/ Management/IT or related field.

54151S Computer Programmer I

Under general supervision, develops code, tests, and debugs new software or enhancements to existing software. Has good understanding of business applications. Works with technical staff to understand problems with software and resolve them. Resolves customer complaints with software and responds to suggestions for improvements and enhancements. May assist in development of software user manuals.

Bachelors/Associates Degree in Computer Science/Information Systems or related field.

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LABOR

CATEGORY

FUNCTIONAL RESPONSIBILTY

MINIMUM

EDUCATION/

CERTIFICATION

LEVEL

MINIMUM

YEARS OF

EXPERIENCE

54151S Computer Programmer II

Under general direction, participates as high-level technical expert in design development, coding, testing, and debugging new software or significant enhancements to existing software. Works with technical staff to understand problems with software and develops specifications to resolve them.

Resolves customer complaints and responds to suggestions for improvements and enhancements.

Participates in the development of software user manuals. May act as team leader on less complex projects. Assists in training less experienced software development staff.

Bachelors Degree in Computer Science/Information Systems/ Engineering or related field.

54151S COTS/Enterprise Product Specialist

Possesses extensive experience in specialized COTS or ERP products. Provides very skilled technical expertise required in configuring and integrating specialized COTS products in complex large distributed systems.

Bachelors Degree in Computer Science/Information Systems/ Engineering or related field, with additional productspecific training.

54151S Database Specialist

Participates in the design, creation, and maintenance of computerized databases.

Responsible for quality control and auditing of databases to ensure accurate and appropriate use of data. Works with management to develop database strategies to support company needs.

Consults with and advises users on access to various databases. Works directly with users to resolve data conflicts and inappropriate data usage.

Directs the maintenance and use of the corporate data dictionary.

Bachelors Degree in Computer Science/Information Systems/ Engineering or related field.

Additional product-specific training preferred.

54151S IT Specialist I Assists with the technical architecture, infrastructure, analysis, design, conversion, implementation and/or operation of complex systems. Develops, prepares, and recommends corrective actions. Performs tasks and produce deliverables in area of technical expertise as directed by a more senior member of the tech specialist team.

Bachelors degree in Computer Science, Systems Engineering, IT or related field.

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LABOR

CATEGORY

FUNCTIONAL RESPONSIBILTY

MINIMUM

EDUCATION/

CERTIFICATION

LEVEL

MINIMUM

YEARS OF

EXPERIENCE

54151S IT Specialist II Provides expertise on the technical architecture, infrastructure, analysis, design, conversion, implementation and/or operation of complex systems. Develops, prepares, and recommends corrective actions. Performs tasks and produce deliverables in area of technical expertise as directed by a more senior member of the tech specialist team. Assesses user needs to determine technical, programmatic, and functional requirements; determines the most appropriate implementation strategies.

Bachelors degree in Computer Science, Systems Engineering, IT or related field.

Advanced degree/ relevant professional certification preferred.

54151S Project Manager I Responsible for all aspects of the development and implementation of assigned projects and provides a single point of contact for those projects. Assists in the definition of project scope and objectives. Assists in the development of detailed work plans, schedules, project estimates, resource plans, and status reports. Conducts project meetings and is responsible for project tracking and analysis.

Ensures adherence to quality standards and reviews project deliverables. Manages the integration of vendor tasks and tracks and reviews vendor deliverables. Provides technical and analytical guidance to project team. Recommends and takes action to direct the analysis and solutions of problems.

Bachelors Degree in Business/ Management/IT or related field

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LABOR

CATEGORY

FUNCTIONAL RESPONSIBILTY

MINIMUM

EDUCATION/

CERTIFICATION

LEVEL

MINIMUM

YEARS OF

EXPERIENCE

54151S Project Manager II Responsible for all aspects of the development and implementation of assigned projects and provides a single point of contact for those projects. Takes projects from original concept through final implementation. Interfaces with all areas affected by the project including end users, computer services, and client services. Defines project scope and objectives. Develops detailed work plans, schedules, project estimates, resource plans, and status reports. Conducts project meetings and is responsible for project tracking and analysis.

Ensures adherence to quality standards and reviews project deliverables. Manages the integration of vendor tasks and tracks and reviews vendor deliverables. Provides technical and analytical guidance to project team. Recommends and takes action to direct the analysis and solutions of problems. - Responsible for all aspects of the development and implementation of assigned projects and provides a single point of contact for those projects. Takes projects from original concept through final implementation. Interfaces with all areas affected by the project including end users, computer services, and client services. Defines project scope and objectives. Develops detailed work plans, schedules, project estimates, resource plans, and status reports. Conducts project meetings and is responsible for project tracking and analysis.

Ensures adherence to quality standards and reviews project deliverables. Manages the integration of vendor tasks and tracks and reviews vendor deliverables. Provides technical and analytical guidance to project team. Recommends and takes action to direct the analysis and solutions of problems.

Bachelors Degree in Business/ Management/IT or related field.

Advanced degree/relevant professional certification (e.g.

PMP) preferred.

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LABOR

CATEGORY

FUNCTIONAL RESPONSIBILTY

MINIMUM

EDUCATION/

CERTIFICATION

LEVEL

MINIMUM

YEARS OF

EXPERIENCE

54151S Project Manager

III

Responsible for overall program management of complex, multi-task IT projects. Oversees all technical operations, prepares financial and contractual requirements. Responsible for cost control. Works with client representatives to ensure smooth project operation. Manages technical and administrative personnel when necessary

Bachelors Degree in Business/ Management/IT or related field.

Advanced degree/relevant professional certification (e.g.

PMP) preferred.

54151S Quality Assurance Lead

Carries out procedures to ensure that all information systems, products and services meet organization standards and end-user requirements. Performs and leads tests of software to ensure proper operation and freedom from defects. May create test data for applications. Documents and works to resolve all complex problems. Reports progress on problem resolution to management. Devises improvements to current procedures and develops models of possible future configurations. Acts as information resource about assigned areas to technical writers and other Quality Assurance Analysts. Performs complex workflow analysis and recommends quality improvements.

Bachelor's Degree in Information Systems or related field.

518210ERM Records Manager Plans, directs, and coordinates activities of records, information, or data projects to ensure that goals or objectives of projects are accomplished within prescribed time frame and funding parameters.

Leads and manages team. Analyzes new and complex project related problems and creates innovative solutions involving finance, scheduling, human resources, technology, methodology, tools, and solution components.

Bachelors Degree 5

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LABOR

CATEGORY

FUNCTIONAL RESPONSIBILTY

MINIMUM

EDUCATION/

CERTIFICATION

LEVEL

MINIMUM

YEARS OF

EXPERIENCE

518210ERM Records Analyst II Responsible for analyzing content within the customer’s environment and working with the customer’s team to identify the records management approach including inventories, file plans, schedules, and retention policies and how to tag content and the specific pieces of data within that content that define the record. Designs the solution that is required to apply those tags to the content and by applying those tags to the retention function within the electronic records management system, and leveraging both of these together to identify them as a record together with its retention schedule.

Bachelors Degree 5

518210ERM Information Specialist I

Responsible for analyzing content within the customer’s environment and working with the customer’s team to identify the records management approach including inventories, file plans, schedules, and retention policies and how to tag content and the specific pieces of data within that content that define the record. Designs the solution that is required to apply those tags to the content and by applying those tags to the retention function within the electronic records management system, and leveraging both of these together to identify them as a record together with its retention schedule.

Bachelors Degree 3

518210ERM Associate Performs a variety of project or program support functions. Performs business and technical analyses as required. Develops written reports for and provides training to the staff on records, information or business subjects. Participates in administrative and support activities such as scanning and document preparation. Supports technical writing and content development activities.

Generates reports on various technical and administrative issues and project documents.

Bachelors Degree 1

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SIN 518210ERM Vendor Certification for Electronic Records Management Solutions

Version 3.0 (As of MAS Refresh 18)

For the purposes of the MAS Solicitation, eight (8) specific elements of Electronic Records Management (ERM) Services have been identified. These 8 elements are fully defined and the corresponding requirements are identified in NARA’s

Universal Electronic Records Management Requirements spreadsheet attachment to the Solicitation. These requirements have been established and are administered by the National Archives and Records Administration (NARA). Vendors may provide any combination of the 8 elements of ERM solutions; however, vendors must certify that they are capable of meeting all standards associated with the elements they propose by completing this self-certification. Vendors must include a completed copy of this certification in their published GSA MAS Contract Price List to help illustrate their ERM capabilities to federal customer agencies.

Proposed Elements of Electronic Records Management Services:

By selecting the below Elements, you are self-certifying you meet NARA’s Universal ERM Requirements for that Element.

Select all Elements that apply.

☒ Element 1 - Office Management Applications

☒ Element 2 - Electronic Messages

☒ Element 3 - Social Media

☒ Element 4 - Websites

☒ Element 5 - Photographs (Born-Digital and Scanned Images)

☒ Element 6 - Digital Audio and Video

☒ Element 7 - Structured Data

☒ Element 8 - Shared Drives

In the space below you must provide a brief summary description for each of the above Elements that you have checked off. The summary must include which ERM products/ services/ solutions — currently awarded under SIN

518210ERM of your MAS contract — are related to the respective Element. Example questions are provided for each

Element to assist with your response. Those questions are based on NARA’s Universal Electronic Records Management

Requirements and reflect common questions from agencies. If you cannot provide a summary description for a given

Element, or you do not currently offer products/services/solutions under SIN 518210ERM related to that Element, you cannot self-certify that Element on this form. Please use as much space as you need below, but be concise! Please respond as “Not applicable” for any Element you did not select above.

The specifics of your below responses are not part of the evaluation criteria for adding SIN 518210ERM. The intention of the below section is to assist agencies with market research and help agencies understand your offerings / capabilities as they relate to the above ERM Elements you have selected.

If you have questions about the above ERM Elements and the information on NARA’s Universal ERM Requirements spreadsheet, please contact NARA’s Records Management Policy Team at rmpolicy@nara.gov.

Element 1 - Office Management Applications

Please provide a brief summary of your awarded offerings (products/services/solutions) under SIN 518210ERM that help agencies meet Element 1. Some example questions to consider are: Which office management applications does your service/solution manage (e.g. Microsoft 365, Google Workspace, etc.)? How do you associate Office Management documents with a records schedule? How do you apply metadata to Office Management documents?

Metric5’s primary approach for office records management applications leverages Microsoft 365. Through Microsoft 365, there are methodologies that can be implemented based on customer preference and/or licensing considerations. One, GS-35F-299GA 14 | P a g e manage records in a SharePoint Records Center. This methodology is akin to an archive or “holding library” ahead of disposal for temporary records or migration to NARA for permanent records. It also affords convenient capabilities like auditing, reporting, searchability. Another method is to manage the records in-place in active SharePoint libraries utilizing retention labels. In either scenario, we work with customers to establish columns and content types within the libraries

(effectively serving as these retention labels) and marry these metadata fields up with the established file plan. This means assigning retention schedules, workflows, and/or metadata as dictated (e.g., whether there is sensitive data, legal holds). These methodologies make it easy for the end user to declare records, such as simply uploading a document to a library that has a specified retention schedule or choosing a label. Records areas/types may be locked down, read only, or set to another permission structure as designated by the customer. Outlook may also be customized, allowing the user to tag emails as records, or, alternatively, an automated approach could be leveraged (e.g., a Capstone policy pertains to emails from select leadership). If the customer prefers, another methodology is to leverage Microsoft Purview, which offers an integrated, dynamic file plan directly into the repository.

Element 2 - Electronic Messages

Please provide a brief summary of your awarded offerings (products/services/solutions) under SIN 518210ERM that help agencies meet Element 2. Some example questions to consider are: Which electronic messages does your service/solution manage (e.g. SMS/MMS, iMessage, WhatsApp, social media messages, voicemail, etc.)? Are you able to capture SMS/MMS at the carrier-level? How do you apply metadata to electronic messages? Where are records stored

(e.g. managed in the system in which they were created or in a dedicated recordkeeping system)?

Metric5's solution efficiently manages a diverse array of electronic messages, including SMS/MMS, iMessage, WhatsApp, social media messages, and voicemail. Our approach ensures that client's records management practices capture all forms of electronic communication utilized within the organization, maintaining compliance and appropriate management of all relevant communications.

Element 3 - Social Media

Please provide a brief summary of your awarded offerings (products/services/solutions) under SIN 518210ERM that help agencies meet Element 3. Some example questions to consider are: Which social media platforms does your solution/services capture and manage (e.g. Facebook, YouTube, Instagram, WordPress)? What technology is used to capture social media records? What frequency can your solution/services capture? How do you address changes in what social media platforms allow for capture?

Our solution manages a broad array of social media platforms, including Facebook, YouTube, Instagram, and social media messages, ensuring that all forms of electronic communication are captured and managed appropriately. We utilize social media archiving tools, web scraping tools, and records management software. These technologies ensure automated data capture, data integrity, security, and compliance with regulatory requirements.

Questions for Element 4 - Websites

Please provide a brief summary of your awarded offerings (products/services/solutions) under SIN 518210ERM that help agencies meet Element 4. Some example questions to consider are: What technology do you use to crawl websites? Do you have the capability to capture internal and external sites? What formats do you use for web captures? Can you capture websites in NARA-acceptable formats? What quality assurance processes/tools do you offer?

Our electronic records management solution for websites involves using Heritrix to crawl, capture, and format. Heritrix is an open source application built in java created and maintained by the Internet Archive. While there are other open source web crawlers, Heritrix was designed for archival purposes and the Internet Archive uses it to collect websites on behalf of

NARA. Heritrix can be configured and used for internal and external websites. It captures websites in the NARA acceptable Web Archive (WARC) file format. WARC files can then be loaded into a WARC viewer, like ReplayWeb.page for testing and quality assurance reviews.

Questions for Element 5 - Photographs (Born-Digital and Scanned Images)

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Please provide a brief summary of your awarded offerings (products/services/solutions) under SIN 518210ERM that help agencies meet Element 5. Some example questions to consider are: How do you associate Photographs with a records schedule? How do you apply metadata for categorization and searchability to Photographs?

Associating photographs with a records schedule is crucial for effective records management, ensuring compliance, and maintaining an organized system for storing and retrieving images. The process involves identifying and classifying photographs by analyzing content and collecting metadata. It's essential to determine retention requirements based on legal regulations and business needs. Photographs should be categorized according to the records schedule, assigning retention periods aligned with legal and business requirements. Implementing a Digital Asset Management (DAM) system, integrated with a Records Management System (RMS), facilitates the tagging, categorizing, and managing of photographs. Essential metadata fields include title, description, date, photographer, location, event, tags, category, and retention period. Utilizing metadata standards and a controlled vocabulary ensures consistency. Metadata application tools and batch processing facilitate efficient tagging.

Questions for Element 6 - Digital Audio and Video

Please provide a brief summary of your awarded offerings (products/services/solutions) under SIN 518210ERM that help agencies meet Element 6. Some example questions to consider are: How do you associate Digital Audio and Video files with a records schedule? How do you apply metadata for categorization and searchability to Digital Audio and Video?

In our approach, Digital Audio and Video files are handled in a similar manner to most documentation. Digital audio and/or video files are either uploaded or migrated to our customer’s records repository. Metadata tags are also applied in the same fashion – either dependent on their location in a specific library or when a user selects an appropriate tag – largely based on subject area. It is standard practice that recordings of “high-level officials” are permanent whereas other recordings are assigned a retention schedule in accordance with documentation in matching subject areas/workstreams.

Since the preference for most agencies and organizations is to minimize the volume of multimedia files, recordings for lesser purposes like minutes are usually disposed of after transcription. Searchability in our records repository should be supported by not only the naming convention assigned to the multimedia file but also the file type, which can be sortable/filterable.

Questions for Element 7 - Structured Data

Please provide a brief summary of your awarded offerings (products/services/solutions) under SIN 518210ERM that help agencies meet Element 7. Some example questions to consider are: What is your approach to managing structured data?

Do you offer solutions additional to what the agency uses, work with their current systems, or both?

Metric5’s approach to handling structured data in records management is dependent on being adaptable and understanding the customer-specific metadata that must be captured. As a repository, SharePoint is highly customizable to feature metadata that would make it easier for a customer to tag, search, etc. to provide zero interruption to their business processes. If the documentation is already inventoried with structured data, it is usually less of an issue to incorporate this extended data into the data required for a standard records lifecycle than it is to launch a mature records lifecycle process entirely from scratch – which would include an inventory, comprehensive content review, possibly digitization, re-organization, file plan, etc. Essentially, we would offer a hybrid approach of our records solution with their enterprise data.

Questions for Element 8 - Shared Drives

Please provide a brief summary of your awarded offerings (products/services/solutions) under SIN 518210ERM that help agencies meet Element 8. Some example questions to consider are: What capabilities does your solution/services provide for identifying duplicates? What other organizational methods do you employ for managing shared drives?

After years in a digital world without records management, it is not uncommon for agencies and users to have voluminous and unorganized shared drives. This certainly leads to issues like duplication. We use programs like Auslogics duplicate file finder or even run a few series of PowerShell scripts to weed out these duplicates, even if they are amongst tiered folder structures. However, ultimately it is our preference to manage the data in SharePoint/Records Center or the

GS-35F-299GA 16 | P a g e customer’s chosen records repository. It is best to centralize the data for the organization into a single, searchable repository. Plus, shared drives may sometimes present other challenges like access issues if there is staff turnover. We assist the customer with creating a mapping document and run PowerShell scripts to export the data from the drives – either to libraries with pre-organized file structures that have assigned metadata (e.g., retention schedules) or to a library staging area where users may assign the metadata post-migration. If the customer would prefer to utilize shared drives as their path forward, then we are sure to evaluate the structure of the drives’ folders and assign retention schedules directly to the folders (this includes capturing the item’s title, applicable dates, file format, etc.), thereby dictating the records lifecycle of the contents within.

Malik Consulting, Inc. DBA Metric5 hereby certifies that we are capable of meeting all standards described in the solicitation and NARA’s Universal Electronic Records Management Requirements attachment for each of the sections of

ERM Elements we have proposed, as indicated above.

Offeror

John Paul W. Hess

Name (Printed)

Director of Contracts

Title

6/28/2024

Date

Change log for Version 3.0

1. The following ERM Elements were removed or updated in order to remain at parity with the Elements listed in NARA’s Universal Electronic

Records Management Requirements spreadsheet (Version 3)

○ Removed Cloud Services

○ Removed Engineering Drawings

○ Changed Digital Media (Photo) to Photographs

○ Combined Digital Audio and Video

2. The following ERM Elements names have been updated to remove the reference to their former name used in Version 1 of this document:

○ Element 1 - Office Management Applications: removed “(formerly ‘Desktop Applications’)” from the Element name

○ Element 7 - Structured Data: removed “(formerly ‘Databases’)” from the Element name

3. Added requirement for contractors to provide a brief summary of awarded offerings for each ERM Element that they self-certify. Added instructional language along with example questions for each Element to assist contractors with their responses.

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GSA IT SERVICES PRICELIST

SIN Labor Category

YEAR 6

4/6/22- 4/5/23

YEAR 7

4/6/23- 4/5/24

YEAR 8

4/6/24- 4/5/25

YEAR 9

4/6/25- 4/5/26

YEAR 10

4/6/26- 4/5/27

54151S Business Subject Matter Expert I $ 153.96 $ 157.03 $ 160.18 $ 163.38 $ 166.65

54151S Business Subject Matter Expert II $ 196.22 $ 200.15 $ 204.15 $ 208.24 $ 212.40

54151S Business / Systems Analyst I $ 105.85 $ 107.97 $ 110.13 $ 112.33 $ 114.58

54151S Business / Systems Analyst II $ 118.40 $ 120.76 $ 123.18 $ 125.64 $ 128.16

54151S Computer Programmer I $ 77.77 $ 79.33 $ 80.91 $ 82.53 $ 84.18

54151S Computer Programmer II $ 123.07 $ 125.53 $ 128.04 $ 130.60 $ 133.22

54151S COTS / Enterprise Product Specialist

$ 254.77 $ 259.86 $ 265.06 $ 270.36 $ 275.77

54151S Database Specialist $ 122.21 $ 124.65 $ 127.14 $ 129.69 $ 132.28

54151S IT Specialist I $ 111.65 $ 113.89 $ 116.16 $ 118.49 $ 120.86

54151S IT Specialist II $ 133.02 $ 135.68 $ 138.39 $ 141.16 $ 143.98

54151S Project Manager I $ 162.79 $ 166.05 $ 169.37 $ 172.75 $ 176.21

54151S Project Manager II $ 184.78 $ 188.47 $ 192.24 $ 196.08 $ 200.01

54151S Project Manager III $ 210.27 $ 214.48 $ 218.77 $ 223.14 $ 227.61

54151S Quality Assurance Lead $ 144.19 $ 147.07 $ 150.01 $ 153.01 $ 156.07

518210ERM Records Manager --- $ 189.39 $ 193.18 $ 197.04 $ 200.98

518210ERM Records Analyst II --- $ 127.10 $ 129.64 $ 132.23 $ 134.87

518210ERM Information Specialist I --- $ 113.63 $ 115.91 $ 118.23 $ 120.59

518210ERM Associate --- $ 84.82 $ 86.51 $ 88.24 $ 90.01

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USA COMMITMENT TO PROMOTE

SMALL BUSINESS PARTICIPATION

PROCUREMENT PROGRAMS

PREAMBLE

Malik Consulting, Inc. d/b/a Metric5 provides commercial products and services to ordering activities. We are committed to promoting participation of small, small disadvantaged and women-owned small businesses in our contracts. We pledge to provide opportunities to the small business community through reselling opportunities, mentor-protégé programs, joint ventures, teaming arrangements, and subcontracting.

COMMITMENT

To actively seek and partner with small businesses.

To identify, qualify, mentor and develop small, small disadvantaged and women-owned small businesses by purchasing from these businesses whenever practical.

To develop and promote company policy initiatives that demonstrate our support for awarding contracts and subcontracts to small business concerns.

To undertake significant efforts to determine the potential of small, small disadvantaged and women-owned small business to supply products and services to our company.

To insure procurement opportunities are designed to permit the maximum possible participation of small, small disadvantaged, and women-owned small businesses.

To attend business opportunity workshops, minority business enterprise seminars, trade fairs, procurement conferences, etc., to identify and increase small businesses with whom to partner.

To publicize in our marketing publications our interest in meeting small businesses that may be interested in subcontracting opportunities.

We signify our commitment to work in partnership with small, small disadvantaged and women-owned small businesses to promote and increase their participation in ordering activity contracts. To accelerate potential opportunities please contact:

Abu Malik, President and CEO

Phone: 404-915-1667

E-mail : abu.malik@metric5.com

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BEST VALUE

BLANKET PURCHASE AGREEMENT

FEDERAL SUPPLY SCHEDULE

(Insert Customer Name)

In the spirit of the Federal Acquisition Streamlining Act (ordering activity) and Malik Consulting, Inc. d/b/a Metric5 enter into a cooperative agreement to further reduce the administrative costs of acquiring commercial items from the General Services Administration (GSA) Federal Supply Schedule Contract GS-35F-299GA.

Federal Supply Schedule contract BPAs eliminate contracting and open market costs such as: search for sources; the development of technical documents, solicitations and the evaluation of offers.