MAS - Tecolote Research, Inc. - GS35F368DA

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GENERAL SERVICES ADMINISTRATION

Federal Supply Service

Authorized Federal Supply Schedule Price List

Multiple Award Schedule (MAS)

Contract Number: GS-35F-368DA Contract Period: 17 June 2021 – 16 June 2026

On-line access to contract ordering information, terms and conditions, up-to-date pricing, and the option to create an electronic delivery order are available through GSA Advantage!™, a menu-driven database system. The INTERNET address for GSA Advantage!™ is: http://www.gsaadvantage.gov. For more information on ordering from

Federal Supply Schedules click on the FAS Schedules button at http://www.gsa.gov.

Special Item No. 54151S – Information Technology (IT) Professional Services OLM – Order-Level Material

Contractor: Tecolote Research, Inc.

420 South Fairview Avenue, Suite 201 Goleta, CA 93117 3654

Business Size: Other than Small Telephone: (805) 571-6366 FAX Number: (805) 571-6377 Web Site: www.tecolote.com

Contract Admin: Primary Alternate

Mr. Tad (David) Varesio Mr. Michael W. Underwood 420 S. Fairview Ave., Suite 201 420 S. Fairview Ave., Suite 201 Goleta, CA 93117-3654 Goleta, CA 93117-3654

Phone: (805) 571-6366, x 129 (805) 571-6366, x 120 Fax: (805) 571-6377 (805) 571-6377 Email: dvaresio@tecolote.com munderwood@tecolote.com

Pricelist current through Modification # PO-0012, dated 17 June 2021.

Table of Contents Customer Information

1. Item Descriptions, Awarded Prices and Hourly Rates

2. Maximum Order

3. Minimum Order

4. Geographic Coverage (Delivery Area)

5. Point(s) of Production

6. Statement of Net Price

7. Quantity Discounts

8. Prompt Payment Discounts

9. Government Purchase Cards

10. Foreign Items

11. Delivery

12. F.O.B. Point

13. Ordering

14. Payment Address(es)

15. Warranty Provision

16. Export Packing Charges

17. Terms and Conditions of Government Purchase Card Acceptance

18. Terms and Conditions of Rental, Maintenance and Repair

19. Terms and Conditions of Installation

20. Terms and Conditions of Repair Parts

21. Service and Distribution Points

22. Participating Dealers

23. Preventive Maintenance

24. Special Attributes / Section 508 Compliance

25. Data Universal Number System (DUNS) Number

26. Central Contractor Registration (CCR) Database

Representative Information Technology (IT) Professional Services

Labor Category Descriptions

Rates by Labor Category for Information Technology (IT) Professional Services (Includes IFF at .75%)

CUSTOMER INFORMATION

1. Item Descriptions, Awarded Prices and Hourly Rates

a) Item Descriptions: Refer to Page 10

b) Award Prices: Not applicable, Tecolote only provides services

c) Hourly Rates: Refer to Page 32

2. Maximum Order

The Maximum Order value for Special Item Number (SIN) 54151S – Information Technology (IT) Professional Services is $500,000*.

*Government customer orders are not restricted by a maximum order limit. MAS Information

Technology contractors may accept any size order. In accordance with FAR 8.404(b) (3), the

Maximum Order Threshold represents the point where it is advantageous for customers to seek a price reduction.

3. Minimum Order

The minimum dollar value of orders to be issued is $100.00.

4. Geographic Coverage (Delivery Area)

The geographic scope of coverage will be domestic and overseas delivery.

5. Point(s) of Production

Tecolote Research, Inc. Performance Locations Aberdeen Office 6200 Guardian Way, Suite 160 Aberdeen Proving Ground, MD 21005-1333

Arlington Operations 2231 Crystal Drive, Suite 702 Arlington, VA 22202-3724

Chantilly Operations 15020 Conference Center Drive, Suite 200 Chantilly, VA 20151-3801

Dahlgren Operations 16442 Commerce Drive, Suite 110 King George, VA 22485-5857

Denver Office (A&MPG) 5125 S. Kipling Street, Suite 360 Littleton, CO 80127

Goddard SFC Office 10210 Greenbelt Road, Suite 800 Lanham, MD 20706

Huntsville Operations 101 Quality Circle NW, Suite 110 Huntsville, AL 35806-4534

Merritt Island Location

KLXSII-4

Kennedy Space Center, FL 32815

Albuquerque Operations 2201 Buena Vista Drive, SE, Suite 303 Albuquerque, NM 87106-4265

Boston Operations 209 Burlington Road, Suite 115 Bedford, MA 01730-1422

Colorado Springs Office 985 Space Center Drive, Suite 305 Colorado Springs, CO 80915-3627

Dayton Operations 2000 Allbrook Drive Dayton, OH 45433-5345

Ft. Meade Office 9800 Savage Road Ft. Meade, MD 20755-6000

Hampton Roads Location P.O. Box 2043 Poquoson, VA 23662

Los Angeles Operations 2120 E. Grand Avenue, Suite 200 El Segundo, CA 90245

Ogden Operations 6008 Wardleigh Rd, Bldg 1580, Ste 304 Hill AFB, UT 84056

Patuxent River Office 46591 Expedition Drive, Suite 250 Lexington Park, MD 20653-5133

San Diego Location 7676 Hazard Center Drive, Suite 1125 San Diego, CA 92108-4503

Tacoma Office 3518 6th Avenue, Suite 301 Tacoma, WA 98406

Washington Navy Yard Operations 80 M Street, SE, Suite 440 Washington, DC 20003-3561

Quantico Office 125 Woodstream Blvd., Suite 411 Stafford, VA 22556-4630

Santa Barbara (SPSG) 5383 Hollister Avenue, Suite 100 Santa Barbara, CA 93111-2304

WNY Maritime Office 1220 12th Street SE, Suite 270 Washington, DC 20003-3729

6. Statement of Net Price

Government net prices as most favored customer include basic discount already included within listed schedule rates).

7. Quantity Discounts

Orders exceeding $1M receive 1% discount, orders exceeding $5M receive 2% discount and orders exceeding $10M receive 3% discount. These discounts apply to the ceiling rates on fully funded awards per contract period.

Other Special Discounts (i.e. Government Education Discounts, etc.): None

8. Prompt Payment Discounts

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

9. Government Purchase Cards

a) Notification that Government purchase cards are accepted up to the micro-purchase threshold: Yes.

b) Notification whether Government purchase cards are accepted or not accepted above the micro-purchase threshold: Will accept.

10. Foreign Items

None offered.

11. Delivery

a) Time of Delivery:

Negotiated by Individual Order.

b) Expedited Delivery:

Negotiated by Individual Order.

c) Overnight Deliver:

Negotiated by Individual Order.

d) Urgent Requirements:

Negotiated by Individual Order.

12. F.O.B. Point

Destination.

13. Ordering

a) Ordering Address:

Tecolote Research, Inc.

420 S. Fairview Ave., Suite 201

Goleta, CA 93117-3654 Primary POC: Alternate POC:

Name: Mr. Tad (David) Varesio Mr. Michael W. Underwood Phone: (805) 571-6366 ext. 129 (805) 571-6366 ext. 120 Fax: (805) 571-6377 (805) 571-6377 Email: dvaresio@tecolote.com munderwood@tecolotec.com

b) 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.

14. Payment Address(es)

Tecolote Research, Inc.

P.O. Box 6069 Santa Barbara, CA 93160-6069

15. Warranty Provision

Tecolote warrants that services provided under this contract will be performed in a professional manner consistent with the quality of Tecolote’s performance of similarly situated services and in accordance with generally accepted industry standards. In order to receive warranty remedies, deficiencies in the services must be reported to Tecolote in writing within thirty (30) days after completion of the services. After such time, any corrective actions for services requested by the customer shall be billed at the negotiated rates in the time period subject to availability of Tecolote personnel. All other warranty provisions will be negotiated on an order by order basis.

16. Export Packing Charges

Not Applicable.

17. Terms and Conditions of Government Purchase Card Acceptance

Government purchase cards are accepted with the same terms and conditions as all other orders.

18. Terms and Conditions of Rental, Maintenance and Repair

Not Applicable.

19. Terms and Conditions of Installation

Not Applicable.

20. Terms and Conditions of Repair Parts

Not Applicable.

a) Terms and Conditions for other services: Not applicable.

21. Service and Distribution Points

Not Applicable.

22. Participating Dealers

Not Applicable.

23. Preventive Maintenance

Not Applicable.

24. Special Attributes / Section 508 Compliance

a) Special/Environmental Attributes: None.

b) Tecolote is in compliance with Section 508 and full details can be found at the following website address: https://section508.gov/

25. Data Universal Number System (DUNS) Number

Tecolote’s DUNS Number is: 074108176

26. Central Contractor Registration (CCR) Database

Tecolote has registered with the Central Contractor Registration Database at https://www.sam.gov/SAM

Representative Information Technology (IT) Professional Services

The following page contains a—not all-inclusive—list of professional services representative of the types of Tecolote Research, Inc. services available through this schedule contract.

Domain Expertise to Understand, Capture, and Implement Solutions

Develop, Mature, And Sustain Enabling IT

Share Technology and Transfer Knowledge

Program Analysis Software Solutions Training

Problem Definition Software Development Environments IT Systems and Software o Technical, schedule, program o Client/Server Enterprise Systems o ACEIT o Data Collection/ Normalization/ Database Definition o Cloud Native Solutions o JACS o Cost and Software Data Report Plans / Validation o .Mil o Business Intelligence

Cost Methods / Model Development Database Development o Web-based Solutions o Quantitative Metrics o Database Development/Maintenance o Networks and Security o Forecasting Algorithms and Complex Models o Data Warehouses and Data Lakes Analytical and Program Management o Program Life Cycle Cost models and estimates o Data Models o Cost Estimating and Analysis

Schedule Analysis Web Based Solutions o Cost Research o Schedule Assessments o Web Site Design, Development, Maintenance o Scheduling o Integrated Master Schedule (IMS) Development o Functional Models o Risk Analysis

Decision Making o Internet/Intranet Applications o Decision Theory o Analysis of Alternatives / What if Analysis o Documentation, Tech Support, Maintenance o Cost Benefit / Economic / Business Case Analysis Automated Analytical Tools/Models o Cost Goals o Automated Cost Estimating Integrated Tools (ACEIT) o Change Management o Productivity Tools

Risk Management o Big Data o Risk and Uncertainty Analysis o Business Intelligence Tools o Joint Confidence Level (JCL) o Client Unique Tool Applications

Data Analytics o Cost and Performance Modeling o Data Cleansing o Decision Support Tools o Dashboard Design and Implementation Support

Program Management Services o Technical support

Program Support o User support o Market Research Studies o Installation support o RFP Development and Source Selection Support o Help and User Documentation

Process Improvement Support Information Technology Management o Organizational Assessments Development Methods o Process Modeling o Agile o Infrastructure Modernization o Requirements

Senior Level Review Support IT Systems o Major System Milestone Review Support o MIS Architecture Design, including .Mil o RFP Development Support o Network Management

Contract Performance Management and Control o COTS Selection/Trade off Studies o Earned Value Management o Hardware procurement/configuration o Integrated Baseline Reviews o Operating System procurement/configuration

Integrated Financial Management Information Assurance o Budget Planning and Execution o Cyber Security o Contract Reconciliation (ULO/NULO) o Intrusion Detection o Financial Systems o Virus Detections/Protection

Labor Category Descriptions For Information Technology (IT) Professional Services

Defining and solving today’s complex, multi-dimensional information technology or related problems requires a broad array of professional skills and experience. Tecolote specializes in delivering Business as well as Scientific, Technology, Engineering, and Mathematics (STEM) professionals, including staff that has the specific quantitative education threshold for analytical categories. Our labor category position descriptions reflect the demographics of our staff as well as the complex interconnectivity of the various fields that typically support the information technology realm. Tecolote Research delivers experts that can integrate software development, hardware solutions, analysis, technical understanding, economics, automated business processes, data manipulation/storage/retrieval efforts, maintenance, technical support, training, and change management.

The following labor category position descriptions describe the functional responsibilities and the required minimum education and experience including appropriate substitutions for each labor category. We have organized the labor category position descriptions as follows:

Program Manager

Senior Technical/Systems Analyst

Subject Matter Experts

Cost Estimator/Research Analysts

Specialists in Engineering, Sciences and Analysis

Developer/Information Technology

Data Technicians

These provide a range of grade levels to affordably match education, skill and experience to the government’s technical and administrative requirements.

PROGRAM MANAGER

Minimum Requirements: BS/BA and at least sixteen (16) years’ experience supporting the acquisition and/or support of information technology, software development, infrastructure, facilities, or related fields. At least seven (7) of these sixteen (16) years must include analytical experience attained through progressively responsible assignments. At least five (5) of the seven years of analysis experience must be as a manager. An MS/MA will substitute for two (2) years of the analytical experience requirement. A PhD will substitute for five (5) years of the analytical experience requirement.

If task-unique requirements call for use of automated analytical tools and models, then must be operationally knowledgeable in the tool (or a relevant tool) including their development and seamless integration into the analysis process. Must have the ability to manage, prioritize and allocate resources for simultaneous activities and apply senior-level technical experience and knowledge to the product in question.

Functional Responsibilities: Responsible for resources and facilities management; database planning, design and management; systems analysis and design, network services and project management; conversion and implementation other services. Effective and timely customer communications and coordination of analysts’ activities are required to support the project objectives.

Includes front-end team organization, directing methodology and general project approaches/concepts, establishing and tracking the project schedule and cost, and leading technical reviews of in-process and completed products. Requires excellent analytical capabilities. Must have demonstrated ability to manage, prioritize and allocate resources for simultaneous activities or projects.

SENIOR TECHNICAL / SYSTEMS ANALYST

Minimum Requirements: BS/BA with major in business, engineering, computer science, physics, mathematics or related fields. Requires 24 semester hours in quantitative analysis courses. At least fourteen (14) years of professional experience in electronics hardware design, manufacturing engineering, or software design/development: 1) at least three (3) years of which involved information technology/related fields or 2) at least two (2) years of which involved decision support, management information, and database systems. Expert in technical field. An MS/MA will substitute for two (2) years of the experience requirement. A PhD will substitute for five (5) years of the analytical experience requirement.

Functional Responsibilities: Conducts cost or schedule or engineering studies of information technology related fields. Analyses span resource and facilities management; database planning, design and management; systems analysis and design, network services and project management;

conversion and implementation other services. Designs study methodology, collects information regarding technical performance, establishes technical baselines, develops and applies analytical tools, produces databases, synthesizes new designs, examines cost/effectiveness of alternatives and documents analysis. Provides authoritative inputs to cost estimating/research tasks.

SUBJECT MATTER EXPERT 1

Minimum Requirements: A Ph.D. is preferred in the areas of business, engineering, science, or math and at least twenty (20) years of progressive experience in supporting large, complex projects related to the individual’s subject matter expertise. Substituting an MS/MA requires an additional three (3) years of relevant experience and a BS/BA an additional five (5) years of relevant experience.

A SME may be a corporate officer, leader, Chief Scientist, and/or director with many years of experience; are nationally and/or internationally renowned experts in their disciplines or technical domains. Must have extensive experience as technical leader and/or senior Project Manager.

Functional Responsibilities: SMEs act as a senior company expert in areas relating to the information and related technology fields. They serve as experts in areas important to the particular project. Analyses span resource and facilities management; database planning, design and management; systems analysis and design, network services and project management;

conversion and implementation other services. SMEs produce and/or review substantive and/or complex documentation capturing detailed knowledge of technical areas as identified in the statement of work. They generate concepts, approaches, requirements, designs, models, and other intellectual property that shape the direction and feasibility of the project.

SUBJECT MATTER EXPERT 2

Minimum Requirements: A Ph.D. is preferred in the areas of business, engineering, science, or math and at least fifteen (15) years of progressive experience in supporting large, complex projects related to the individual’s subject matter expertise. Substituting an MS/MA requires an additional three (3) years of relevant experience and a BS/BA an additional five (5) years of relevant experience.

A SME may be a corporate officer, leader, Chief Scientist, and/or director with many years of experience; are nationally and/or internationally renowned experts in their disciplines or technical domains. Must have extensive experience as technical leader and/or senior Project Manager.

Functional Responsibilities: SMEs act as senior company functional expert in areas relating to the information and related technology fields. They serve as experts in areas important to the particular project. Analyses span resource and facilities management; database planning, design and management; systems analysis and design, network services and project management; conversion and implementation other services. SMEs produce and/or review substantive and/or complex documentation capturing detailed knowledge of technical areas as identified in the statement of work. They generate concepts, approaches, requirements, designs, models, and other intellectual property that shape the direction and feasibility of the project.

SUBJECT MATTER EXPERT 3

Minimum Requirements: A Ph.D. is preferred in the areas of business, engineering, science, or math and at least ten (10) years of progressive experience in supporting large, complex projects related to the individual’s subject matter expertise. Substituting an MS/MA requires an additional three (3) years of relevant experience and a BS/BA an additional five (5) years of relevant experience. A SME may be a corporate officer, leader, Chief Scientist, and/or director with many years of experience; are nationally and/or internationally renowned experts in their disciplines or technical domains. Must have extensive experience as technical leader and/or senior

Project Manager.

Functional Responsibilities: SMEs act as senior company functional expert in areas relating to the information and related technology fields. They serve as technical experts in areas important to the particular project. Analyses span resource and facilities management; database planning, design and management; systems analysis and design, network services and project management; conversion and implementation other services. SMEs produce and/or review substantive and/or property that shape the analytical perspective.

COST ESTIMATOR / RESEARCH ANALYST CATEGORIES

The following series of ten labor categories from Senior Cost Estimator/Research Analyst Level 1 to Intern Cost Estimator/Research Analyst include a multi-disciplinary population of analysts that are dedicated to defining, developing, implementing, documenting and presenting data driven methodologies and high fidelity cost/schedule/earned value management tools to support the building of accurate estimates. The delivered applications support decision making, budgeting and affordability assessments. These categories require a mathematical standard similar to the government Operations Research Analyst job series which is 24 semester hours of quantitative analysis studies. Underpinning the estimating discipline is a foundation of cost research which bridges an understanding of what things are with what they are expected to cost. These categories support our integration of information technology specialists with business management, science, technology, engineering, physics or math professionals. Specialized expertise within each category will be provided as appropriate to meet the technical requirements specified by the ordering agency.

SENIOR COST ESTIMATOR / RESEARCH ANALYST LEVEL 1

Minimum Requirements: BS/BA, preferably in business, engineering, science, or math, with 24 semester hours in quantitative analysis courses, and sixteen (16) years of cost estimating or cost research experience. Has demonstrated progressively more responsible assignments and has managed or provided overall direction and leadership for preparation of cost estimates or cost research for IT, high technology, or infrastructure projects. Effective and timely customer communications and coordination of analysts’ activities are required to support the project objectives. At least four (4) of the sixteen years of cost analysis experience must be in information technology field. An MS/MA will substitute for two (2) years and a PhD for five (5) years of the cost estimating/research experience requirement.

Functional Responsibilities: Plans, organizes, directs, and conducts cost-estimating/research tasks in problem areas of the most demanding scope and complexity. The problems are difficult to define, and may require novel approaches and the use of sophisticated techniques. Analyses span resource and facilities management; database planning, design and management; systems analysis and design, network services and project management; conversion and implementation other services. Has extensive technical responsibility for interpreting, organizing, executing, and coordinating assignments, including directing/guiding other cost estimating/research analysts. Keeps abreast of new cost estimating/research methodologies, databases, and tools. Makes cost estimating/research decisions, which are considered authoritative and which demonstrate mature analytical judgment in detecting, defining and solving complex cost-related problems. Work requires the ability to assess the cost and schedule implications of existing and projected technological advances, as well as the capability to evaluate the impact of new and innovative acquisition strategies. Effective and timely customer communications and coordination of analysts’ activities are required. Work is reviewed by the Program Manager to ensure it satisfies customer needs and complies with the contractor’s overall quality control standards.

SENIOR COST ESTIMATOR / RESEARCH ANALYST LEVEL 2

Minimum Requirements: BS/BA, preferably in business, engineering, science, or math, with 24 semester hours in quantitative analysis courses and fourteen (14) years of cost estimating or cost research experience. History of progressively more responsible assignments, and has managed or provided overall direction and leadership for the preparation of cost estimates and/or cost research projects. At least three (3) of the fourteen years of cost estimating/research experience must be in information technology, infrastructure, or related fields. An MS/MA will substitute for two (2) years and a PhD for five (5) years of the cost estimating/research experience requirement.

Functional Responsibilities: Plans, organizes, directs, and conducts cost estimating/research/ training in problem areas of extensive scope and complexity. The problems are difficult to define, and may require novel approaches and the use of sophisticated techniques. Analyses span resource and facilities management; database planning, design and management; systems analysis and design, network services and project management; conversion and implementation other services.

Has moderate/extensive technical responsibility for interpreting, organizing, executing, and coordinating assignments, including the directing/guiding other cost analysts. Keeps abreast of new cost estimating/research methodologies, databases, and tools. Makes technical cost estimating/research decisions, which are considered authoritative and which demonstrate mature cost estimating judgment in detecting, defining and solving complex cost analysis problems. Work requires the technical capability to assess the cost, schedule and benefit implications of existing and projected technological advances, as well as being able to evaluate the impact of new and innovative acquisition strategies. Work is reviewed by the Program Manager to ensure it satisfies customer needs and complies with the contractor’s overall quality control standards.

SENIOR COST ESTIMATOR / RESEARCH ANALYST LEVEL 3

Minimum Requirements: BS/BA, preferably in business, engineering, science, or math, with 24 semester hours in quantitative analysis courses and twelve (12) years of cost estimating or cost research experience. History of progressively more responsible assignments, and has managed or provided overall direction and leadership for the preparation of cost estimates and/or cost research projects. At least three (3) of the twelve years of cost estimating/research experience must be in information technology, infrastructure, or related fields. An MS/MA will substitute for two (2) years and a PhD for five (5) years of the cost estimating/research experience requirement.

Functional Responsibilities: Plans, organizes, directs, and conducts cost-estimating/research/ training in problem areas of challenging scope and complexity. The problems are difficult to define, and may require novel approaches and the use of sophisticated techniques. Analyses span resource and facilities management; database planning, design and management; systems analysis and design, network services and project management; conversion and implementation other services. Has moderate/extensive technical responsibility for interpreting, organizing, executing, and coordinating assignments, including directing/guiding other cost analysts. Keeps abreast of new cost estimating/research methodologies, databases, and tools. Makes technical cost estimating/research decisions, which are considered authoritative and which demonstrate mature cost estimating judgment in detecting, defining and solving complex cost analysis problems. Work requires the technical capability to assess the cost and schedule implications of existing and projected technological advances, as well as being able to evaluate the impact of new and innovative acquisition strategies. Work is reviewed by the Program Manager to ensure it satisfies customer needs and complies with the contractor’s overall quality control standards.

SENIOR COST ESTIMATOR / RESEARCH ANALYST LEVEL 4

Minimum Requirements: BS/BA, preferably in business, engineering, science, or math, with 24 semester hours in quantitative analysis courses and ten (10) years of cost estimating or cost research experience. History of progressively more responsible assignments, and has managed or provided overall direction and leadership for the preparation of cost estimates and/or cost research projects. At least three (3) of the ten years of cost estimating/research experience must be in information technology, infrastructure, or related fields. An MS/MA will substitute for two (2) years and a PhD for five (5) years of the cost estimating/research experience requirement.

Functional Responsibilities: Plans, organizes, directs, and conducts cost-estimating/research/ training tasks in problem areas of difficult scope and complexity. The problems are difficult to define, and may require novel approaches and the use of sophisticated techniques. Analyses span resource and facilities management; database planning, design and management; systems analysis and design, network services and project management; conversion and implementation other services. Has moderate/extensive technical responsibility for interpreting, organizing, executing, and coordinating assignments, including directing/guiding other cost analysts. Keeps abreast of new cost estimating/research methodologies, databases, and tools. Makes technical cost estimating/research decisions, which are considered authoritative and which demonstrate mature cost estimating judgment in detecting, defining and solving complex cost analysis problems. Work requires the technical capability to assess the cost and schedule implications of existing and projected technological advances, as well as being able to evaluate the impact of new and innovative acquisition strategies.

Work is reviewed by the Program Manager to ensure it satisfies customer needs and complies with the contractor’s overall quality control standards.

SENIOR COST ESTIMATOR / RESEARCH ANALYST LEVEL 5

Minimum Requirements: BS/BA, preferably in business, engineering, science, or math, with 24 semester hours in quantitative analysis courses and eight (8) years of cost estimating or cost research experience. History of progressively more responsible assignments, and has managed or provided overall direction and leadership for the preparation of cost estimates and/or cost research projects. At least three (3) of the eight years of cost estimating/research experience must be in information technology, infrastructure, or related fields. An MS/MA will substitute for two (2) years and a PhD for five (5) years of the cost estimating/research experience requirement.

Functional Responsibilities: Plans, organizes, directs, and conducts cost-estimating/research/ training tasks in problem areas of moderate scope and complexity. The problems are difficult to define, and may require novel approaches and the use of sophisticated techniques. Analyses span resource and facilities management; database planning, design and management; systems analysis and design, network services and project management; conversion and implementation other services. Has moderate/extensive technical responsibility for interpreting, organizing, executing, and coordinating assignments, including directing/guiding other cost analysts. Keeps abreast of new cost estimating/research methodologies, databases, and tools. Makes technical cost estimating/research decisions, which are considered authoritative and which demonstrate mature cost estimating judgment in detecting, defining and solving complex cost analysis problems. Work requires the technical capability to assess the cost and schedule implications of existing and projected technological advances, as well as being able to evaluate the impact of new and innovative acquisition strategies. Work is reviewed by the Program Manager to ensure it satisfies customer needs and complies with the contractor’s overall quality control standards.

COST ESTIMATOR / RESEARCH ANALYST LEVEL 1

Minimum Requirements: BS/BA, preferably in business, engineering, science, or math, with 24 semester hours in quantitative analysis courses and at least six (6) years of cost analysis experience. At least two (2) of the six years of cost analysis experience must be in information technology, infrastructure, or related fields. An MS/MA will substitute for two (2) years and a PhD for five (5) years of the cost estimating/research experience requirement.

Functional Responsibilities: Applies diversified knowledge of cost estimating/research principles and practices in areas of assignments. Work requires the modification and extension of existing methodologies and may require the use of advanced techniques. Plans and conducts work requiring judgment in the evaluation, selection, and adaptation and or modification of methodologies and tools.

Normally receives guidance or consults with senior estimators/researchers on unusual or complex problems. Work requires the technical capability to assess the cost and schedule implications of existing and projected technological advances, as well as being able to evaluate the impact of new and innovative strategies. Work is reviewed by a senior estimator analyst or manager to assure technical quality, satisfies customer needs, and complies with the contractor’s overall estimating and/or research quality control standards.

COST ESTIMATOR / RESEARCH ANALYST LEVEL 2

Minimum Requirements: BS/BA, preferably in business, engineering, science, or math, with 24 semester hours in quantitative analysis courses and at least four (4) years of cost analysis experience. At least one (1) of the years of cost analysis experience must be in information technology related fields. An MS/MA will substitute for two (2) years and a PhD for all four (4) years of the cost estimating/research experience requirement.

Functional Responsibilities: Applies diversified knowledge of cost estimating/research principles and practices in areas of assignments. Work requires the modification and extension of existing methodologies and may require the use of advanced techniques. Plans and conducts work requiring judgment in the evaluation, selection, and adaptation and or modification of methodologies and tools.

Normally receives guidance or consults with senior estimators/researchers on unusual or complex problems. Work requires the ability to assess the cost and schedule implications of existing and projected technological advances, as well as being able to evaluate the impact of new and innovative strategies. Work is reviewed by a senior estimator analyst or manager to assure technical quality, satisfies customer needs, and complies with the contractor’s overall estimating and/or research quality control standards.

ASSOCIATE COST ESTIMATOR/RESEARCH ANALYST

Minimum Requirements: BS/BA, preferably in business, engineering, science, or math, with 24 semester hours in quantitative analysis courses and two (2) years of cost analysis experience. An

MS/MA or PhD will substitute for the cost estimating/research experience requirement.

Functional Responsibilities: Recommends methods, performs specific and limited portions of broader assignments normally under the direction of an experienced cost estimator/research analyst.

Applies acquired knowledge of cost estimating/research principles and practices in areas of assignments. Work requires the modification and extension of existing methodologies and may require the use of advanced techniques. Normally receives guidance or consults with senior estimators/researchers on unusual or complex problems. Work is reviewed by a senior estimator analyst or manager to assure technical quality, satisfies customer needs, and complies with the contractor’s overall estimating and/or research quality control standards.

JUNIOR COST ESTIMATOR/RESEARCH ANALYST

Minimum Requirements: BS/BA, preferably in business, engineering, science, or math, with 24 semester hours in quantitative analysis courses and one (1) year of cost analysis experience.

Functional Responsibilities: Researches methods, performs specific and limited portions of broader assignments normally under the direction of an experienced cost estimator/research analyst.

Within defined area, applies knowledge of cost estimating/research principles and practices in areas of assignments. Normally receives guidance or consults with senior estimators/researchers on unusual or complex problems. Work is reviewed by a senior estimator analyst or manager to assure technical quality, satisfies customer needs, and complies with the contractor’s overall estimating and/or research quality control standards.

INTERN COST ESTIMATOR/RESEARCH ANALYST

Minimum Requirements: BS/BA, preferably in business, engineering, science, or math, with 24 semester hours in quantitative analysis courses.

Functional Responsibilities: Typically uses prescribed methods, performs specific and limited portions of broader assignments normally under the direction of an experienced cost estimator/research analyst.

SPECIALIST (ENGINEERING/SCIENCES/ANALYSIS) CATEGORIES

The following series of ten labor categories from Lead Specialist 1 to Intern Specialist include engineers, scientists, and management analysts and are broadly defined to permit ordering agencies a comprehensive range of disciplines and skill sets. These categories support the integration of information technology specialists with business, science, technology, engineering, or math professionals. Specialized expertise within each category will be provided as appropriate to meet the technical requirements specified by the ordering agency. For example, a Lead Specialist 1 may be drawn from either of these example skill sets:

Engineer: Experience and education in one or more of the following engineering disciplines:

engineering, integration, software engineering, information engineering telecommunications engineering, network engineering, electrical engineering, data quality engineering or any other relevant engineering discipline.

Scientist: Experience and education in one or more of the following scientific disciplines:

physics, chemistry, biology, geography, mathematics, earth science, ecology, space science, decision theory, systems theory, and others as appropriate.

Analyst: Experience and education in one or more of the following disciplines: strategic planning, business process reengineering, facilitation, cost analysis, schedule analysis, earned value management (EVM) analysis, economic analysis, cost/benefit analysis, risk and uncertainty analysis, business case analysis, training, change management, operations research, statistics, market surveys, computer security, or other relevant social sciences, scientific, analytic, or related fields.

LEAD SPECIALIST 1

Minimum Requirements: BS/BA preferably in business, science, information technology, engineering, or math with at least sixteen (16) years of experience. At least seven (7) of these years must have been business analysis experience in progressively more responsible assignments. At least four (4) of the sixteen years of business, math, or engineering analysis experience must be in information technology, infrastructure, facilities or related fields, and at least five of the seven years must have been as a manager. An MS/MA will substitute for two (2) years and a PhD for five (5) years of the experience requirement. Five (5) years of directly related experience may substitute for the BS/BA.

Functional Responsibilities: Engineer/Scientist/Analyst subsets within the specialist category have broadly defined responsibilities to provide ordering agencies a comprehensive range of disciplines and skill sets. This position may provide leadership in their functional disciplines (e.g., programming, cost analysis, scheduling, risk analysis, etc.) or technical domains (e.g., information assurance, sensors, communications, software, enterprise systems, network engineering, etc.). Specialized expertise within each function will be provided as appropriate to meet the technical requirements specified by the ordering agency. Analyses span resource and facilities management; database planning, design and management; systems analysis and design, network services and project management; conversion and implementation other services. Responsible for ensuring quality control of all projects under his or her leadership. Provides study definition, guidance and supervision to lead analysts. Performs extensive interface with clients for service requirements.

LEAD SPECIALIST 2

Minimum Requirements: BS/BA preferably in business, science, information technology, engineering, or math plus at least fourteen (14) years of relevant experience Within the period of relevant experience, must have a minimum of six (6) years working in IT, infrastructure, or high technology. An MS/MA will substitute for two (2) years and a PhD for five (5) years of the experience requirement. Five (5) years of related experience may substitute for the BS/BA.

Functional Responsibilities: Engineer/Scientist/Analyst subsets within the specialist category have broadly defined responsibilities to provide ordering agencies a comprehensive range of disciplines and skill sets. Specialized expertise within each function will be provided as appropriate to meet the technical requirements specified by the ordering agency. This position may provide leadership in their functional disciplines (e.g., programming, cost analysis, scheduling, risk analysis, etc.) or technical domains (e.g., information assurance, sensors, communications, software, enterprise systems, network engineering, etc.). Within defined objectives and with considerable latitude, performs in a professional position supporting client operations by performing/leading analysis, technical studies, business process operations, business process reengineering, economic analysis, cost/schedule analysis, MIS development, and documentation development. Develops and/or reviews study plans and monitors/reports project status.

LEAD SPECIALIST 3

Minimum Requirements: BS/BA preferably in business, science, information technology, engineering, or math plus at least twelve (12) years of relevant experience. Within the period of relevant experience, must have a minimum of six (6) years working in IT, infrastructure, or high technology. An MS/MA will substitute for two (2) years and a PhD for five (5) years of the experience requirement. Five (5) years of related experience may substitute for the BS/BA.

Functional Responsibilities: Engineer/Scientist/Analyst subsets within the specialist category have broadly defined responsibilities to provide ordering agencies a comprehensive range of disciplines and skill sets. Specialized expertise within each function will be provided as appropriate to meet the technical requirements specified by the ordering agency. This position may provide leadership in their functional disciplines (e.g., programming, cost analysis, scheduling, risk analysis, etc.) or technical domains (e.g., information assurance, sensors, communications, software, enterprise systems, network engineering, etc.). Within defined objectives and with considerable latitude, performs in a professional position supporting client operations by performing/leading analysis, technical studies, business process operations, business process reengineering, economic analysis, cost/schedule analysis, MIS development, and documentation development. Develops and/or reviews study plans and monitors/reports project status.

LEAD SPECIALIST 4

Minimum Requirements: BS/BA preferably in business, science, information technology, engineering, or math plus at least ten (10) years of relevant experience. Within the period of relevant experience, must have a minimum of six (6) years working in IT, infrastructure, or high technology.

An MS/MA will substitute for two (2) years and a PhD for five (5) years of the experience requirement. Five (5) years of related experience may substitute for the BS/BA.

Functional Responsibilities: Engineer/Scientist/Analyst subsets within the specialist category have broadly defined responsibilities to provide ordering agencies a comprehensive range of disciplines and skill sets. Specialized expertise within each function will be provided as appropriate to meet the technical requirements specified by the ordering agency. This position may provide leadership in their functional disciplines (e.g., programming, cost analysis, scheduling, risk analysis, etc.) or technical domains (e.g., information assurance, sensors, communications, software, enterprise systems, network engineering, etc.). Within defined objectives and with considerable latitude, performs in a professional position supporting client operations by performing/leading analysis, technical studies, business process operations, business process reengineering, economic analysis, cost/schedule analysis, MIS development, and documentation development. Develops and/or reviews study plans and monitors/reports project status.

LEAD SPECIALIST 5

Minimum Requirements: BS/BA preferably in business, science, information technology, engineering, or math plus at least eight (8) years of relevant experience. Within the period of relevant experience, must have a minimum of six (6) years working in IT, infrastructure, or high technology. An MS/MA will substitute for two (2) years and a PhD for five (5) years of the experience requirement. Five (5) years of related experience may substitute for the BS/BA.

Functional Responsibilities: Engineer/Scientist/Analyst subsets within the specialist category have broadly defined responsibilities to provide ordering agencies a comprehensive range of disciplines and skill sets. Specialized expertise within each function will be provided as appropriate to meet the technical requirements specified by the ordering agency. This position may provide leadership in their functional disciplines (e.g., programming, cost analysis, scheduling, risk analysis, etc.) or technical domains (e.g., information assurance, sensors, communications, software, enterprise systems, network engineering, etc.). Within defined objectives and with considerable latitude, performs in a professional position supporting client operations by performing/leading analysis, technical studies, business process operations, business process reengineering, economic analysis, cost/schedule analysis, MIS development, and documentation development. Develops and/or reviews study plans and monitors/reports project status.

SPECIALIST 1

Minimum Requirements: BS/BA preferably in business, science, information technology, engineering, or math plus at least six (6) years of relevant experience Within the period of relevant experience, must have a minimum of two (2) years working in IT, infrastructure, or high technology.

An MS/MA will substitute for two (2) years and a PhD for five (5) years of the experience requirement. Five (5) years of related experience may substitute for the BS/BA.

Functional Responsibilities: Engineer/Scientist/Analyst subsets within the specialist category have broadly defined responsibilities to provide ordering agencies a comprehensive range of disciplines and skill sets. Specialized expertise within each function will be provided as appropriate to meet the technical requirements specified by the ordering agency. Applies diversified knowledge in their functional disciplines (e.g., programming, cost analysis, scheduling, risk analysis, etc.) or technical domains (e.g., information assurance, sensors, communications, software, enterprise systems, network engineering, etc.). Within defined objectives and with considerable latitude, performs in a professional position supporting client operations by performing/leading analysis, technical studies, business process operations, business process reengineering, economic analysis, cost/schedule analysis, MIS development, and documentation development. Work is reviewed by a senior analyst or manager to assure technical quality, satisfies customer needs, and complies with the contractor’s overall estimating and/or research quality control standards.

SPECIALIST 2

Minimum Requirements: BS/BA preferably in business, science, information technology, engineering, or math plus at least four (4) years of relevant experience. Within the period of relevant experience, must have a minimum of one years working in IT, infrastructure, or high technology. An MS/MA will substitute for two (2) years and a PhD for all four (4) years of the experience requirement. Five (5) years of related experience may substitute for the BS/BA.

Functional Responsibilities: Engineer/Scientist/Analyst subsets within the specialist category have broadly defined responsibilities to provide ordering agencies a comprehensive range of disciplines and skill sets. Specialized expertise within each function will be provided as appropriate to meet the technical requirements specified by the ordering agency. Applies diversified knowledge in their functional disciplines (e.g., programming, cost analysis, scheduling, risk analysis, etc.) or technical domains (e.g., information assurance, sensors, communications, software, enterprise systems, network engineering, etc.). Within defined objectives and with considerable latitude, performs in a professional position supporting client operations by performing/leading analysis, technical studies, business process operations, business process reengineering, economic analysis, cost/schedule analysis, MIS development, and documentation development. Work is reviewed by a senior analyst or manager to assure technical quality, satisfies customer needs, and complies with the contractor’s overall estimating and/or research quality control standards.

ASSOCIATE SPECIALIST

Minimum Requirements: BS/BA preferably in business, science, information technology, engineering, or math plus at least two (2) years of relevant experience. An MS/MA or a PhD will satisfy the experience requirement. Five (5) years of related experience may substitute for the

BS/BA.

Functional Responsibilities: Engineer/Scientist/Analyst subsets within the…