N0018917RZ092_17RZ092-0003.docx

N0018917RZ092

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

The following items are applicable to this modification:

SUMMARY

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

The following items are applicable to this modification:

SUMMARY

1. The time and date for receipt of proposals remains 1600 EST (local time/Philadelphia, PA) on Friday, 8 December 2017.

NOTE: Part I of this amendment provides a list of questions and answers/comments received in response to this solicitation. The questions and answers/comments are provided for all potential offerors to review but shall not be considered to be terms and conditions of the solicitation. All revisions to the solicitation resulting from consideration of these questions by the Government (and other revisions, as required) have been incorporated into the solicitation as specified in Part II of this amendment. Quoters are cautioned to review the entire solicitation including amendments and attachments (if applicable) to ensure a complete understanding of the requirements of this solicitation.

Part I:

Questions received in response to Solicitation N0018917RZ092

GENERAL QUESTIONS

1. 1. Per N0018917RZ092; Amendment 0002, Page 32, Section H.b.iii, (OCI Clause) stating, (iii) “The contracting officer shall have the sole discretion to determine whether a potential or actual organizational conflict of interest exists concerning any interest or contract. The contracting officer may take such steps as are necessary in the best interest of the Government to eliminate potential or actual conflicts of interest.”

Question: Please confirm the OCI/Mitigation Plan is to be submitted as part of Volume II – Cost/Price Proposal.

Response: See Part II. The OCI plan is to be submitted as part of the Cost/Price proposal.

2. Within Amendment 0002, the Government provided an updated link (https://health.mil/Reference-Center/Forms) where several forms referenced in the solicitation could be found. However, the link does not provide the Data Sharing Agreement (DSA).

Question: Can the Government please provide a copy DSA for the offeror to review?

Response: See Part II. The link (https://health.mil/Military-Health-Topics/Privacy-and-Civil-Liberties/Submit-a-Data-Sharing-Application) has been added.

3. Based upon the answers to questions #51 – 56, can the government confirm that it is still possible for a non-IPA Corporate Experience/Past Performance qualification that is highly relevant to all task areas of the PWS and meets magnitude (≥57FTE) and complexity (multiple geographic locations) considerations to receive “Substantially Confident” and “Very Relevant” ratings?

Response: We cannot provide a responses to hypothetical situations. As stated in Section L, “Greater weight will be given to experience obtained as an Independent Public Accounting (IPA) firm.”

4. Based upon the answers to questions #51 – 56, can the Government confirm that it will also recognize Corporate Experience/Past Performance qualifications for which an IPA was a subcontracted teaming partner on both the Corporate Experience/Past Performance and on the current proposal as receiving “greater weight” in the evaluation?

Response: The solicitation is clear on its face. Section L25 states “The Offeror may identify contracts or efforts for its proposed subcontractors among the three of corporate experience/past performance references provided in its proposal. It is the contractor’s responsibility to adequately explain the relevance of a reference provided for a subcontractor’s corporate experience/past performance to the effort that the subcontractor is proposed to perform under the solicitation.”

5. Based upon the answers to questions #30 – 37 within Amendment 0002, can the Government confirm that the OCI restriction on “the performance of audits for or on the DHA and DON” only refers to the performance of financial statement/accounting audits? If so, please revise the Section H – OCI Clause language of (c)(i)(1) to state “performance of financial statement audits” to ensure that other types of unrelated audits, e.g., manpower, policy, information technology systems, are excluded from this future contracting restriction.

Response: Audits are not limited to financial statement/accounting audits.

6. Regarding question 31, please confirm that the certifications for non bona fide employees of the offeror should be included in Volume II.

Response:See Part II. Yes, this is to be included in Volume II.

7. RFP H17 Task Order Procedures paragraph (b) states that CPFF and FFP tasks will be tendered under this Multiple Award Contract, however the Section B doesn't include a FFP CLIN. Please confirm that FFP tasks will be tendered, and a separate FFP CLIN will be established under the MAC contract.

Response: Solicitation clause 52.216-1 states “the Government reserves the right to issue both Cost Plus Fixed Fee and Firm Fixed Price type task orders.” CLIN 0001 will be used to issue the FFP orders as well as the CPFF orders.

8. This acquisition is for an IDIQ, which is an award that authorizes companies to compete for subsequent task orders that specify the actual work to be performed. At the IDIQ stage, an offeror may, or may not, have specific employees envisioned for performance under this contract; the actual identification and proposal of such employees will not occur until the Task Order competition, where more specific requirements, to include geographic location, more specific PWS activities and deliverables, a specific timeframe for task order work (impacting employee availability), and possibly additional labor requirements, may be provided. All of these aspects could impact which specific employees are proposed and what the compensation of prospective employees would be. For these reasons, would the Government postpone the Compensation Plan Requirement until the Task Order solicitations?

Response: No.

9. Is it the government’s intent to issue small business set asides to the reserved small business awardee, within the IDIQ?

Response: Please refer to FAR 16.505(b)(2)(i)(F).

10. For the small business reserve award, will the small business be required to perform the standard 51% work share for all resulting Task Order at the IDIQ level or on each individual Task Order?

Response: The requirement for small businesses to perform at least 50 percent of the cost of contract performance only applies to set-aside requirements.

11. If a task order RFQ is full and open amongst the IDIQ holders, and the small business is awarded, does the small business workshare requirement in the FAR apply to the Task Order?

Response: Please see the response to the previous question.

12. The OCI clause states: (a) Definitions - In this clause:

(i) “Contractor” means the firm signing this contract;

(ii) “DON Audit Contractors” means any firm, or subcontractor thereof, that has been engaged in or is currently engaged in conducting an audit on any element of the Department of the Navy.

(c) Restrictions on Contracting

(i) The contractor agrees that during the term of this contract, and for a period of 36 months thereafter, neither it nor its affiliates shall (1) enter into any contract for the performance of audits for or on the DHA and DON, (2) create for themselves any interest in DHA and DON Audit Contractors; (3) consult or discuss with DHA and DON Audit Contractors any aspects of work under this contract unless expressly required by the contract or a task order thereunder.

Question: As stated in the OCI clause, did the government intend to restrict any interest between the contractor (bidder) and the DHA Audit Contractors and DON Audit Contractors, to include the subcontractors thereof, during the term of this contract, and for a period of 36 months thereafter? If that is the intent, would the government disclose the complete list of DHA Audit Contractors and their subcontractors and the DON Audit Contractors and their subcontractors?

Response: The government’s intent is not to restrict interest between the contractor and the DHA and DON Audiot Contractors. The OCI clause requires the offeror/contractor to submit an OCI mitigation plan if there is an interest with these companies. For a complete list of the DHA and DON Audit Contractors, you should submit a FOIA request to the Contracting activity that awarded the DHA and DON Audit contracts.

13. In reference to the OCI clause, would the government define “DHA Audit Contractors” as they have defined “DON Audit Contractors?”

Response: See Part II.

14. The OCI clause states, “Prospective offerors are requested to furnish with their proposals, information for itself and its associates pertaining to any contracts as or with DHA and DON Audit Contractors or any substantial interest in DHA and DON Audit Contractors, within the last 36 months prior to the closing date for Final Proposal Revisions.”

Question: Would the government define “substantial interest”?

Response: No.

PART II:

SUMMARY OF CHANGES

SECTION C - DESCRIPTIONS AND SPECIFICATIONS

The following have been modified:

PERFORMANCE WORK STATEMENT

BUMED FINANCIAL AND BUSINESS OPERATIONS MANAGEMENT SUPPORT (FBOMS)

1.0 SCOPE

In recent years, the Military Health System (MHS) has been operating in an environment of constant change. The establishment of the Defense Health Agency (DHA) promoted efficiencies through the shared service functions, requiring increased integration with each of the Service medical branches. With the enactment of the FY17 National Defense Authorization Act (NDAA), further integration is forthcoming with significant changes in the areas of leadership, governance, and the delivery of healthcare for the entire MHS. These changes will affect the role, culture, and work of front-line doctors, nurses, and all staff of Navy Medicine. Additional disruptors such as the implementation of the electronic health record, MHS GENISIS, a move to a new financial accounting system, and the impending financial audit all put Navy Medicine in a position to experience further transformational changes. As such, proactive steps need to be taken to improve outcomes for the organization. In an environment of ever increasing need for efficiency and effectiveness due to downward pressure on costs, a focus on people, process, technology and policy will allow Navy Medicine to recognize success. Navy Medicine requires support to ensure that those people, process, technology and policies are adequately supporting its mission and ability to deliver the goal of the MHS Quadruple Aim: readiness, cost effectiveness, population health and patient experience.

1. 1 Background BUMED provides high quality, economical health care to beneficiaries in wartime and in peacetime. Highly trained personnel deploy with Sailors and Marines worldwide - providing critical mission support aboard ship, in the air and on the battlefield. At the same time, BUMED’s military and civilian health care professionals are providing care for uniformed services' family members and retirees at military treatment facilities around the globe. Every day, no matter what the environment, BUMED is ready to care for those in need - anytime, anywhere. This program, complete with program management and operation support services, financial management operations, business process improvement, change management and information management support, all in a geographically dispersed environment, provides best business practices that support and enhance the overall mission capabilities. It also provides opportunity for improvement for all core business functions throughout BUMED. Previous business process improvement projects have included development of internal control testing programs; documentation of financial statement reporting processes, implementation of logistics training programs; and development of Standard Operating Procedures encompassing multiple business processes.

1. 2 Objectives Program management and operation support services, financial management operations, business process improvement, change management and information management support activities provide best business practices that support and enhance the overall mission capabilities. It also provides opportunity for an integrated approach across financial, logistics, facilities and information technology core business functions throughout BUMED as they prepare for financial statement audit. These functions will facilitate improved resource execution through timely, accurate and reliable information gained from the various business process and improvement activities identified throughout this contract.

2.0 TASKS

2. 1 Program Management and Operation Support Services Program management means service in support of BUMED that contributes to the efficient and effective operation of programs. Services may be used at all organizational levels to help managers achieve maximum effectiveness or economy in their operations. Services may include:

· Providing advice regarding developments in industry, university, or foundation research;

· Providing the opinions, special knowledge, or skills of noted experts;

· Enhancing the understanding of, and developing alternative solutions to, complex issues;

· Provide support to those that research and review existing standards.

The contractor shall provide support to BUMED’s Logistics program by supporting overall program planning, and providing coordination, oversight, and management of medical logistics. Contractor support shall include BUMED’s Facilities and Environmental program offices. The contractor shall sustain BUMED’s real property program, special projects program, sustainability and energy program, Energy Conservation Investment Program (ECIP), and environmental program. The contractor shall provide Regional Business Operations Support for Navy Medicine’s Regions – Navy Medicine East (Portsmouth, VA), Navy Medicine West (San Diego, CA), Navy Medicine Education Training and Logistics (San Antonio, TX), Navy Medical Logistics Command (Frederick, MD) and Field Support Activity (Falls Church, VA) to include the Regional headquarters and the MTFs in their respective area of responsibility. This support shall coordinate Regional and Command Level efforts related to tasks listed above, including identifying and prioritizing Regional business operations issues to facilitate resolution.

The contractor shall provide project management coordination and monitor Financial Management related systems at BUMED activities. The contractor shall conduct analysis of the current data flow processes for all resource systems and recommend appropriate interim (1-2 years) and target (3-5 years) financial resource systems integration. The contractor shall research and identify corrective actions to integrate and apply consistent business rules and standard definitions for the BUMED AOR and DoD MHS enterprise wide systems, which includes ongoing Financial Table Update Requirements within the appropriate financial systems. The contractor shall identify manual processes and conduct evaluations for possible development into an automated system environment. The Contractor shall monitor and recommend steps to ensure compliance with relevant finance initiatives.

The contractor shall provide the following support: RFID program assessment, evaluation, and management; logistics metrics development, tracking, and reporting; logistics policy development and sustainment; BUMED property management office support; and support to the Occupational Health (OH) and Industrial Hygiene (IH) programs at Navy Medicine activities. Tasks require knowledge and experience in facility management, planning, budgeting, scheduling, and environmental and energy conservation with knowledge of BUMED Regions, Activities, and the ongoing DHA transition.

2.2 Studies and Analysis

The contractor shall provide subject matter expertise and technical, administrative, editorial and graphics assistance for the purpose of preparing special reports, studies, analyses, and briefing papers on various financial, administrative, and business process matters related to overall activities and process management. Such work encompasses: conducting information searches; scientific, medical, financial, and technical writing; editing; graphics preparation; and report layout and production. The Contractor shall explain methodologies that have been employed, discuss findings, list possible alternatives for consideration, and rank action alternatives with explanations as to the advantages and disadvantages of each. The contractor shall review, coordinate and validate data analysis for various initiatives related to base re-alignments and their effect on resource management systems. (The following list are some examples of studies that may be required: a study of the impact of a change in FASAB Accounting Standards; an analysis of the impact of a system change; a study of the workload impact at MTFs due to a legislative change (for example if we are able to bill a new class of beneficiaries.)

2.3 Financial Management Operations and Audit Support

The contractor shall assist with budget cycle support, prepare analyses and other input necessary to address budget-related questions; maintain data in financial management system; interpret budget directives; and monitor, compile, compare and analyze program expenditures. The contractor shall perform budget/financial management operations, administration, expenditures, audits, claims processing, and reconciliations.

The contractor shall provide audit support and shall assist with the management and execution of audit infrastructure tasks as Navy Medicine plans for and undergoes full financial statement audits of both the Defense Health Program (TI-97) and Navy General Fund (TI-17). The contractor shall develop and implement solutions to findings identified during audit, monitoring and validation of corrective actions and on-site logistics and liaison support to assist in meeting audit requirements. The contractor shall reconcile Universe of Transaction and Feeder System; and, coordinate transaction level populations. The contractor shall be responsible for Audit Response, Audit Remediation, Electronic Documentation Management.

The contractor shall provide support for the execution of program activities to assess and test Navy Medicine internal controls over financial reporting, financial systems and non-financial operations. The contractor shall develop, implement and manage an ERM framework to support guidance from DHA and the Dept. of Navy. The contractor shall provide support for Managers’ Internal Control Program for both IT and Business Process Controls; develop Statement of Assurance content for ICOFR, ICONO and ICOFS; and, develop an ERM strategy in line with OMB Circular No. A-123.

2. 4 Business Process Improvement and Change Management The contractor shall develop and maintain an operational plan containing essential program/project planning information for use by executive management, analyze program/project progress, identify and resolve issues, account for resources and, report on the operational plan. The contractor shall plan and conduct life-cycle management reviews and impact assessments, as well as provide administrative and management planning support for analyzing, developing and updating policy and planning documents.

The contractor shall develop and implement Change Management and Communication Plans to support BUMED transition to new systems (financial or logistics). The contractor shall develop and implement a Change Management Plan that establishes orderly and effective procedures for tracking the submission, coordination, review, evaluation, categorization, and approval for all changes to job roles, process changes, policy changes and/organization changes. The contractor shall develop and implement a Communication Plan that defines the communication requirements and how information will be distributed including constraints, internal and external communications, identification of stakeholders, and resolution of communication-based conflicts or issues. External sources are external to BUMED and Navy Medicine includes other DoD Activites, Government Agencies and Commercial Activities. External sources include the Defense Health Agency, the Department of the Navy, and the OSD FIAR Office.

2. 5 Systems Deployment and Implementation The contractor shall provide support for the management of communications and change management to enable BUMED to develop and maintain open communication across the Enterprise to build and maintain awareness and support of BUMED, including identified on-site training needs, such as financial and logistics systems sustainment training, training on business processes and best practices for execution, and remote or webinar training. The contractor shall be responsible for training development, logistics coordination, training execution, and tracking and reporting. The contractor shall be responsible for strategic communication which includes communications to assist the Enterprise through anticipated large-scale organizational changes coming from the NDAA or ERP implementation. The contractor shall respond to requests from the enterprise related to program objectives and maintain an online repository in order to provide continual access to process documentation and training materials and to serve as a platform to provide standardized information across the Enterprise. The government currently utilizes SharePoint and is currently planning a transition to a DLA owned repository called Document Automation Content Service-Records Management (DACS-RM).

The contractor shall coordinate with respective Program Management Offices to provide on-site supplemental support for identified systems in Finance and Logistics. The contractor shall be responsible for pre-deployment, deployment, and post-deployment activities to BUMED facilities across the globe. The contractor shall provide day-to-day general customer support by identifying customer needs, and providing information on how to manage problems based on knowledge or frequently asked questions. The contractor shall classify customer problems and escalate unresolved problems to Tier 2 support personnel, as appropriate.

2. 6 Records Management The contractor shall provide a full range of functional expertise to include all activities related to information management, which include creating, capturing, registering, classifying, indexing, storing, retrieving, disposal of records, development of strategies to manage records. The contractor shall be responsible for the acquisition, control and disposal of records, disposal of library and other information products, items kept for reference purposes, and the provision of services to internal and external customers based on information resources. The contractor shall also be responsible for data administration, archival records and the handling of Freedom of Information Act (FOIA) requests.

2. 7 Information Management The contractor shall develop capability descriptions and associated documentation and provide assistance to the functional management of investments in the information systems; to include, : Integration of information management business practices and rules into the operational architecture; data dictionaries, and data standards to achieve the objective of cost reductions, performance gains and optimization of resources. The contractor shall ensure that the goals, objectives, and functionality of Military Health System automated information systems meet the needs of business operations in a deployable healthcare environment, and that the requisite tools and techniques support these information management activities. The contractor shall perform requirements management for the Military Health System, utilizing requirements management methods focused on identifying, analyzing, interpreting, and documenting the functional requirements that are associated with MHS core business functions. The contractor shall assist Government Information (Requirements) Managers by providing liaison between the Government and appropriate elements of the MHS business community, including functions of managing the business, provision of care, access to care, medical readiness, and population health management. This includes working as a liaison between different offices for all requirements management activities, acting as a facilitator (working with Government functional personnel and subject matter experts) to manage the development, and collection, and consolidation of functional requirements for entry into the MHS requirements management repository.

2.8 Event Coordination Support

The contractor shall assist with the organization and execution of large-scale meetings, conferences, workshops, symposia, and teleconferences, in support of each task order. Such logistical support involves collecting, compiling, organizing, and summarizing information relevant to and in preparation for a forthcoming event either in collaboration with multiple government agency event sponsors or as a task which is solely the responsibility of the Contractor; preparing meeting materials, slides, view graphs, videos, computer programs with animation, information packets, registration information, and other information for presentation and dissemination to event participants and sponsors; disseminating such information prior to or shortly after an event in various media formats, assisting with event organization by researching for and recommending facilitators, translators, and moderators; researching, recommending, and securing facilities and participant accommodations in support of events; and assisting with conducting events through registering participants, liaison with event facility employees and managers, and other logistical support activities incidental to the event. The contractor shall also assist staff in relocation and realignment to include preparation, organization, transportation and temporary storage and setup.

3.0 Qualifications

3.1 Personnel Qualifications

A description of the skills and experience level for each Labor Category is provided below. Each of the following labor categories require an Information Assurance (IA) certification as specified by DoD 8570.01-M (http://www.dtic.mil/whs/directives/corres/pdf/857001m.pdf) IA certifications are expected to be completed within 7 days of a task order award.

· Program Manager: Demonstrated experience and comprehensive knowledge of several related fields, and recognition as a leader within the IDIQ functions. Experience managing the activities of a group of management, organizational ability to direct multiple activities of a group of management, organizational and business process improvement staff to execute the business plans, developing plans and projects, determining needs, investigating and resolving problems, interfacing with other functions and outside personnel, preparing capital and operating requests, and managing staff.

Functional Responsibility: Will act as senior resource for a specific discipline or function. Organize and direct work, coordinate efforts with other functions, and direct personnel to achieve objectives. Directly supervises contractor employees. Responsible for interviewing, hiring, and training contractor employees. Responsible for staff development, planning, assigning and directing work. Responsible for addressing complaints and resolving problems.

· Project Manager: Demonstrated experience and ability to oversee and orchestrate and perform day-to-day management of assigned delivery order projects that involve teams of consultants and functional experts and analyst. Demonstrates proven skills in those technical areas addressed by the delivery order to be managed.

Functional Responsibility: Organizes, directs, and coordinates the planning and production of all activities associated with assigned delivery order projects, including assessment of staff and expenditure of ODCs. Demonstrates writing and oral communication skills.

· Business Process Engineer - Principal: Twelve years experience in business process re-engineering with demonstrated, increasing responsibilities within this field. Master’s degree required. Position requires 4-6 years of business technology experience with a variety of assignments. Strong verbal and written communication skills including the ability to create frequent business presentations. Influencing skills are critical. Ability to communicate verbally and in writing with business and technical personnel at all levels.

Functional Responsibility: Identify, assess, and record near, medium and long-term business needs and technology solutions. Conduct requirements gathering meetings, prepare meeting notes and follow up on agreed action items. Provide use-case scenarios. Prepare and track project plans for project inception to completion. Manage day-to-day individual workload, monitor milestones and critical dates. Document business requirements and communicate them to build team. Facilitate the implementation of new functionality, training and troubleshooting. Promote teamwork and knowledge sharing in pursuit of effective problem solving.

· Business Process Engineer - Senior: Eight years experience in business process re-engineering with demonstrated, increasing responsibilities within this field. Undergraduate degree required. Position requires 2-4 years of business technology experience with a variety of assignments. Strong verbal and written communication skills including the ability to create frequent business presentations. Influencing skills are critical. Ability to communicate verbally and in writing with business and technical personnel at all levels.

Functional Responsibility: Identify, assess, and record near, medium and long-term business needs and technology solutions. Conduct requirements gathering meetings, prepare meeting notes and follow up on agreed action items. Provide use-case scenarios. Prepare and track project plans for project inception to completion. Manage day-to-day individual workload, monitor milestones and critical dates. Document business requirements and communicate them to build team. Facilitate the implementation of new functionality, training and troubleshooting. Promote teamwork and knowledge sharing in pursuit of effective problem solving.

· Business Process Engineer - Middle: Four years experience in business process re-engineering with demonstrated, increasing responsibilities within this field. Undergraduate degree or equivalent experience required. Position requires 1-2 years of business technology experience with a variety of assignments. Strong verbal and written communication skills including the ability to create frequent business presentations. Ability to communicate verbally and in writing with business and technical personnel at all levels.

Functional Responsibility: Assist with identification, assessment, and recording of near, medium and long-term business needs and technology solutions. Prepare and track project plans for project inception to completion. Supervise day-to-day individual workload, monitor milestones and critical dates. Assist with facilitation of the implementation of new functionality, training and troubleshooting. Promote teamwork and knowledge sharing in pursuit of effective problem solving.

· Business Process Engineer - Junior: 1 year experience in working with business process re-engineering. Undergraduate degree or equivalent experience required.

Functional Responsibility: Assist with identification, assessment, and recording of near, medium and long-term business needs and technology solutions. Prepare and track project plans for project inception to completion. Assist with facilitation of the implementation of new functionality, training and troubleshooting. Participates in effective problem solving. Good verbal and written communication skills. Participates in frequent business presentations. Communicate verbally and in writing with business and technical personnel at all levels.

· BPR Specialist – Senior: Demonstrated experience and ability to lead or supervise a team of business process reengineering specialists. Ability to apply facilitation techniques, training, methodology development and evaluation across all phases of the modernization and improvement project. Ability to identify and recommend best practices, change management and business management techniques, organizational development, activity and data modeling, or information system development methods and practices.

Functional Responsibility: Apply process improvement and reengineering methodologies and principles to conduct process modernization projects. Effectively transition existing project and project teams, and facilitate project teams in the accomplishment of project activities and objectives. Provide group facilitation, interviewing, and training, and provide additional forms of knowledge transfer. Key coordinator among multiple project teams to ensure enterprise-wide integration of reengineering efforts. Provides daily supervision and direction to business process reengineering specialist.

· BPR Specialist – Middle: Demonstrated experience and ability to apply process improvement and reengineering methodologies and principles to conduct process modernization and improvement projects with minimal oversight. Ability to apply training, methodology development and evaluation across all phases of the modernization and improvement project. Ability to identify best practices, change management and business management techniques, organizational development, activity and data modeling, or information system development methods and practices.

Functional Responsibility: Support group facilitation, conduct interviews, and training, and additional forms of knowledge transfer. Key coordinator among multiple project teams to ensure enterprise-wide integration of reengineering efforts. Provides daily supervision and direction to business process reengineering specialist.

· BPR Specialist – Junior: Ability to apply process improvement and reengineering methodologies and principles to assist in process modernization and improvement projects in a supervised setting.

Functional Responsibility: Assist with group facilitation, interviewing, and training, and other forms of knowledge transfer. Duties include supervised activity and data modeling, developing modern business methods, identifying best practices, and creating and assessing performance measurements.

· Financial Manager – Senior: Demonstrated experience and ability to supervise or lead a team of financial management professionals. Demonstrated experience and ability to interpret and apply Federal financial regulations and accounting systems requirements.

Functional Responsibility: Serves as a leader ensuring that a group of financial management professionals are working in concert with automated complex business practices within the time frame specified by the customer and that all of the requirements are met. Present material before outside authorities for the client and/or prepare Program Managers for briefings and presentations. Evaluate and recommend metrics such as activity/event based costing, and other financial management options. Conduct complex business case analysis and detailed financial assessment of outsourcing requirements.

· Financial Manager – Middle: Demonstrated experience and ability to apply Federal financial guidelines and accounting rules and principles with minimal oversight. Demonstrated experience and ability to work with multi-year/no-year appropriations and differing appropriations (e.g., O&M and Procurement). Demonstrated experience and ability to grasp interrelationships between financial management requirements and automated solutions in place or contemplated.

Functional Responsibility: Assess products and procedures for compliance with government standards, accounting principles, and multi-tiered system application standards. Prepares milestone documentation and presentations for senior managers and colleagues.

· Financial Manager – Junior: Ability to understand general business operations and follow general financial guidelines and accounting rules. Under supervision, must be able to assess products and procedures for compliance with government standards and sound financial management principles. Ability to differentiate and work with various appropriations (e.g., O&M and Procurement). Ability to understand and comply with government standards, accounting principles, and system application standards.

Functional Responsibility: Maintains basic financial records and files. Prepares simple financial reports and routine presentations.

· Functional Area Analyst – Senior: Demonstrated experience and ability to lead or supervise a team performing management work such as: Data Management, Business Management/Program Control, Cost Variance Analysis, General Management and Procurement.

Functional Responsibility: Supervise a team in the development and implementation of functional area process improvements, studies, policies and procedures in the functional areas of Human Resources, Medical, Reserve Finance, Procurement, Materiel Management, or C3I.

· Functional Area Analyst – Middle: Demonstrated experience and technical expertise to perform management work such as: Data Management, Business Management/Program Control, Cost Variance Analysis, General Management and Procurement.

Functional Responsibility: Apply analytical skills in development and implementation of functional areas process improvement activities, studies, policies and procedures in the functional areas of Human Resources, Medical, Reserve Finance, Procurement, Materiel Management, or C3I.

· Functional Area Analyst – Junior: Ability to apply analytical skills in functional areas such as Human Resources, Medical, Reserve Components, Finance, Procurement, Materiel Management, or C3I.

Functional Responsibility: Apply analytical skills to support process improvement, studies and analysis projects. Typical duties include analysis, planning, establishment of requirements, functional modeling, development of procedures, development of functional architectures, and other related management and technical duties.

· Training Manager: Demonstrated experience and ability to provide daily supervision and direction to a staff of training personnel. Ability to assess training needs and design and manage Information System and/or Automated Data Processing subject matter training classes.

Functional Responsibility: Work closely with Government personnel to determine training and scheduling requirements. Responsible for the development, quality and adequacy of course material. Review and provides inputs for training documentation. Develop and prepare user and technical documentation and training course materials for computer based training as well as classroom instruction, training instruction, writing and editing technical documents, and knowledge of information systems. Duties may include daily supervision and direction for personnel providing training development and instruction.

· Training Specialist – Senior: Demonstrated experience and ability to supervise a team to develop, plan, and provide sophisticated Information System or ADP, end-user training on highly complex computer hardware, application software, new systems, or related procedures.

Functional Responsibility: Conduct the research necessary to develop and revise training courses and prepares appropriate training materials. Prepare all course materials (course outline, background material and training aids). Prepare all student materials (course manuals, workbooks, handouts, completion certificates, and course evaluation forms). Train personnel by conducting formal classroom courses, workshops, and seminars.

· Training Specialist – Middle: Demonstrated ability to plan and provide Information System or ADP, end-user training on computer hardware, application software, new systems, or training on business process improvements and other procedures with minimal oversight.

Functional Responsibility: Prepare routine training materials, including workbooks, handouts, completion certificates, and course evaluation forms. Trains personnel by conducting formal classroom courses, workshops, and seminars.

· Training Specialist – Junior: Ability to assist with the planning and provision of Information System or ADP, end-user training on computer hardware, application software, new systems, or training on business process improvements and other procedures.

Functional Responsibility: Prepare routine training materials, including workbooks, handouts, completion certificates, and course evaluation forms. Assist with training of personnel by assisting with formal classroom courses, workshops, and seminars.

· System/Software Integration Engineer – Senior: Demonstrated ability to lead a team of specialists involved in combining a multitude of very complex system and software packages. Demonstrated ability to assess architecture and current hardware limitations, define and design complex system specifications, input/output processes and working parameters for hardware/software compatibility. Demonstrated ability to implement computer systems in a phased approach of requirements analysis and conceptual design, site survey, system design review, critical design review, installation, integration, and testing.

Functional Responsibility: Perform requirements analysis for a wide range of users in areas of office automation. Present system designs for user approval at formal reviews. Able to independently integrate software, interpret software test results, and recommend solutions for unsatisfactory test results. Coordinate design of subsystems and integration of total system and life-cycle support, including maintenance, administration, and management. Analyze and resolve difficult and complicated program support deficiencies. Conduct independent technical investigations in systems design. Coordinate and consolidate design efforts on major products. May provide work leadership for lower level employees.

· System/Software Integration Engineer – Middle: Demonstrated ability to implement computer systems in a phased approach of requirements analysis and conceptual design, site survey, system design review, critical design review, installation, integration, and testing with minimal oversight. Demonstrated ability to analyze existing systems and define, design and develop new integrated system requirements.

Functional Responsibility: Determine system specifications, input/ output processes and working parameters for hardware/software compatibility. Perform requirements analysis for a wide range of users in areas of office automation. Coordinate design of subsystems and integration of total system. Identify analyze and resolve program support deficiencies.

· System/Software Integration Engineer – Junior: Demonstrated ability to assist in the analysis of existing systems and the definition, design and development of new system requirements.

Functional Responsibility: Perform requirements analysis for general users of office automation. Participate in the determination of system specifications, input/output processes and working parameters for hardware/software compatibility. With supervision, identify, analyze and support resolution of program support deficiencies.

· Operations Support Coordinator: Undergraduate degree or equivalent experience required.

Functional Responsibility: Coordinate and direct a variety of support services such as use of reproduction equipment, scheduling maintenance for equipment, scheduling courier runs, ensuring approved security practices are applied relative to document control and scheduling and ensuring efficient operation of conference facilities.

· Operations Support Assistant: Undergraduate degree or equivalent experience required.

Functional Responsibility: Perform a variety of support services such as operation of reproduction equipment to produce large volumes of documents, courier service and mail service, etc.

· Accounting Specialist (Audit) – Principal: Has a Bachelor’s Degree (BS/BA) and a minimum of 10 years of experience in audit related services and has a CPA license .

Functional Responsibility: Provide top level management and technical review for the project management team, solves problems and leads Internal Audit Transformation activities in conformity with generally accepted accounting principles. Communicate project status, concerns and updates to the client, providing quality control, alternative analytical approaches while keeping the timelines and funding on schedule

· Accounting Specialist (Audit) – Senior: Has a Bachelor’s Degree (BS/BA) and a minimum of 5 years of experience in audit related services and has a CPA license.

Functional Responsibility: Provide strategic direction on financial statement and internal control audit transformation and internal audit preparedness activities. Oversee the team, developing, maintaining and monitoring the work plans, reviewing financial issues and providing direction on strategic matters and compliance.

· Accounting Specialist (Audit) – Middle: Has a Bachelor’s Degree (BS/BA) and a minimum of 2 years of experience in audit related services and has a CPA license.

Functional Responsibility: Serve as the subject matter expert, instructing, directing, and monitoring the audit-related activities as part of any Financial Statement & Internal Control Audit Transformation work. Provide senior management with analysis, status reports, recommendations and conclusions on the engagement progress.

· Accounting Specialist (Audit) – Junior: Has a Bachelor’s Degree (BS/BA).

Functional Responsibility: Conduct research, distill data, and assess financial statements and reports on Financial Statement & Internal Control Audit Transformation client activities. Assist senior management with process improvement diagnoses, financial modeling and documentation, and audit engagement management.

· Strategy & Change Management Specialist – Principal: This labor category is a Strategy Specialist or a Change Management Specialist. Demonstrated experience and comprehensive knowledge of strategy and change management principles. Recognized as a leader within the field with over 10 years of relevant experience leading high-visibility transformation programs across the government and/or commercial organizations.

Functional Responsibility: Bring strategic thought leadership and innovative ideas to solve problems. Communicate across all levels of the organization and present to the highest levels of leadership.

· Strategy & Change Management Specialist – Senior: This labor category is a Strategy Specialist or a Change Management Specialist. Demonstrated experience to supervise a team in leading strategy and change management programs. Subject matter expert in strategy and change management principles.

Functional Responsibility: Lead large-scale transformation programs across the government and/or commercial organizations. Communicate across all levels of the organization.

· Strategy & Change Management Specialist – Middle: This labor category is a Strategy Specialist or a Change Management Specialist. Demonstrated ability to apply strategic and change management skills to support transformation efforts with minimal oversight.

Functional Responsibility: Drive strategy and change management programs. Develop plans and executes in areas such as change management, strategic communications, stakeholder alignment, training, workforce planning, and employee engagement. Produce consistent messages across multiple channels.

· Strategy & Change Management Specialist – Junior: This labor category is a Strategy Specialist or a Change Management Specialist. Ability to apply strategic and change management skills to support transformation efforts.

Functional Responsibility: Apply strategy and change management skills to support transformation programs. Typical duties include designing and delivering various communications, supporting training efforts, conducting analyses, and working with stakeholders.

· Facilities Engineer – Senior: Has a Bachelor’s Degree (BS/BA) in related field such as engineering or environmental science and a minimum of 10 years of relevant work experience.

Functional Responsibility: Supervise a team in the areas of asset management, facility management, engineering, construction and/or design. Knowledge of energy and environmental protection principles and practices as they apply to Federal and DoD compliance programs.

· Facilities Engineer – Middle: Demonstrated ability to apply analytical skills in development and implementation of facility management programs with minimal oversight.

Functional Responsibility: Serve as a subject matter expert on facilities management initiatives such as real estate portfolio and asset management planning, real property leases, facility budgeting and scheduling, and energy conservation.

· Facilities Engineer – Junior: Ability to apply analytical skills in development and implementation of facility management programs.

Functional Responsibility: Understand and apply analytical skills to support facilities management programs. Typical duties include data analysis, research, reports preparation, and property records management.