Contract User Guide PRF76: Management Consultants, Program Coordinators and Planners Services Contract Overview

617-720-3146

Gerry Dawson 978-429-4512

· Maximum End Date: March 30, 2030

· One (2) year extension for current vendors to September 2029 pending

· Extend Beyond Date: September 30, 2027. No new agreements except for performance and payment purposes only beyond this date.

Note: *The asterisk is required when referencing the contract in the MMARS system.

Note: Contract User Guides are updated regularly. Print copies should be compared against the current version posted on mass.gov/osd.

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PRF76 Contract User Guide

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Table of Contents

PRF76 Contract User Guide

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Contract Summary PRF76 Management Consultants, Program Coordinators and Planners Services: This is a Statewide Contract (SWC) to provide a wide-ranging list of independent, experienced, and pre-qualified vendors offering an array of management consulting services under multiple categories. There are nine (9) categories including education services, program development, organizational and strategic planning services, professional development services, general data analytics services and evaluation services, downtown/town center/commercial area revitalization consulting services, planning, zoning and development consulting services, DESE facilities technical assistance services and operations, health and human services, and specialized racial and health equity services. Services sought will be in support of Eligible Entities’ need for specialized consultants. Anticipated services will assist in a variety of areas that include but are not limited to training and curriculum design, project management, strategic research and development, data analytics, urban revitalization (including economic, cultural, and climate), planning and zoning, economic development, business recruitment and retention, second story development, transportation, architectural and engineering, public health, mental health, developmental, employment, financial, and emergency preparedness services. The compensation structure for PRF76 is according to individual projects as described and agreed to in the Statement of Work (SoW) provided by the purchasing entity.

Note: This contract may be used to procure the goods or services described herein at any dollar amount. Any limitations, including for procurements involving construction, are outlined in this Contract User Guide.

For the Master Contract Record, refer to the Master Blanket Purchase Order (MBPO) with RFR PRF76 Master Contract Record.

Benefits and Cost Savings Statewide Contracts are an easy way to obtain benefits for your organization by:

· Leveraging the Commonwealth’s buying power

· Simplifying the solicitation process

· Providing contracting expertise

· Enhancing vendor relationships through proactive management and oversight

· Offering competitive pricing

· Partnering with a pool of qualified and experienced vendors

· Offering Prompt Payment Discount

· Accessing a wide range of environmentally preferable products and services Contract Categories This contract includes 9 categories of service as listed below.

For a detailed breakdown of services offered under PRF76 categories, refer to Appendix B.

Contract Exclusions and Related Statewide Contracts Please see the following list of services not available for purchase under this contract:

· Specialized public safety, law enforcement, fire, healthcare, mental health, highway, environmental, legal, food preparation, scientific, or any other areas not covered under the scope of the RFR

· Information Technology (IT) products and services Who May Use the Contract The following is a complete list of the types of organizations generally allowed to use the Operational Service Division’s (OSD's) Statewide Contracts (SWCs). Some SWCs may be open to additional organizations, and some are more restricted in usage.

· Cities, towns, districts, counties, and other political subdivisions

· Executive, Legislative, and Judicial Branches, including all departments and elected offices therein

· Independent public authorities, commissions, and quasi-public agencies

· Local public libraries, public school districts, and charter schools

· Public hospitals owned by the Commonwealth of Massachusetts

· Public institutions of higher education

· Public purchasing cooperatives

· Non-profit, UFR-certified organizations that are doing business with the Commonwealth

· Other states and territories and their cities, towns, districts, counties, other political subdivisions, and public institutions of higher education without prior approval from the State Purchasing Agent

· Other entities when designated in writing by the State Purchasing Agent Pricing Options The compensation structure for PRF76 is according to individual projects, including all ancillary costs in pursuit of project goals, as described and agreed to in the Statement of Work (SoW) provided by the purchasing entity.

Quote Response and Requirements Buyers should refer to the following when soliciting quotes from awarded vendors:

· For purchases of $10,000 and above, Buyers are required to solicit quotations from all eligible vendors and obtain a minimum of three (3) responses. This ensures a competitive bidding process and helps the Buyer find the best possible value for their purchase. A “no bid” response is considered an acceptable response.

· For purchases under $10,000, soliciting quotes is at the discretion of the Buyer. However, before making a purchase, Buyers should consult with their Chief Purchasing Officer or equivalent authority.

Purchase Options This is a fee-for-service contract.

Quote Solicitation: Buyers can solicit quotes from multiple vendors (see the Vendor MBPO Listing award vendors, and place orders through COMMBUYS. A solicitation-enabled contract allows the buyer to solicit quotes from vendors who have Master Blanket Purchase Orders (MBPOs) or Statewide Contracts in COMMBUYS. The buyers can create a solicitation-enabled bid using a release requisition, converting the requisition to a bid, and then requesting quotes from eligible vendors.

See the How to Request Quotes from Vendors on Statewide Contracts job aid for more details.

Extend Beyond (Performance and Payment That Goes Beyond Contract End Date) The extend beyond period is primarily used to aid the transition between an expiring contract and its replacement by allowing time for new agreements to be established with newly awarded vendors.

For extend beyond, the following stipulations are in place:

· Buyers cannot enter into any written agreement that will go more than six (6) months beyond the maximum end date of the contract. Existing services may be completed and payments made during this period.

· No new agreements, including leases, rentals, or service contracts, may be made after the contract's expiration.

Setting Up a COMMBUYS Account COMMBUYS is the Commonwealth of Massachusetts' e-procurement platform, serving as a central marketplace for state agencies and other eligible entities to procure goods and services, connecting government buyers and businesses. It aims to streamline the purchasing process, ensuring transparency and efficiency in the procurement process.

For Executive Agencies, COMMBUYS is required. Per 801 CMR 21.00, Executive Agencies must use established Statewide Contracts (SWCs) for the purchase of products and services. To set up a COMMBUYS buyer account or to update an existing agency account, the buyers must email the OSD Help Desk or call 1-888-627-8283.

While COMMBUYS use is not mandated for Non-Executive Agencies and other eligible entities, it is highly recommended to streamline the procurement process and assist buyers in making informed purchasing choices. Eligible entities should follow their internal guidelines for COMMBUYS use.

Finding Contract Documents Buyers may view contract documents (including Contract User Guides, Request for Response, Prompt Payment Discount Form, specifications, and other attachments) on COMMBUYS without requiring a COMMBUYS account or logging in.

To find contract documents in COMMBUYS, follow these steps:

1. On the COMMBUYS home page, enter PRF76 in the search tool and select Blankets from the drop-down list.

2. Select the Search icon. The related Master Blanket Purchase Orders (MBPOs) information opens in a table format.

3. To view the associated contract documents, under the Blanket # column, select on the applicable Purchase Order (PO) link. The MBPO opens for the selected PO, and the attachments may be found in the Agency Attachments or Vendor Attachments section.

All standard contract documents are within the Master Contract Record. Access them directly by selecting PRF76 Master Contract Record.

Finding Vendor-Specific Documents To find vendor-specific documents, including the SoW refer to the links to the individual vendor’s Master Blanket Purchase Order (MBPO) on the Vendor Information page, and follow these steps:

1. On the Vendor Information page, under the Master Blanket Purchase Order # Column, select the applicable Purchase Order (PO) link. The Master Blanket Purchase Order (MBPO) opens for the selected PO.

2. On the MBPO, scroll down to the Vendor Attachments section to find the vendor-specific documents.

3. To view, select the desired document link.

Statement of Work (SOW) Requirements Buyers must complete a detailed SOW when soliciting quotes. Buyers are encouraged to use the Time and Materials (T&M) SOW template in the Master Contract Record MBPO under the Agency Attachments section.

The following are examples of required information on the SOW (your agency may require more details):

· Scope of services

· Deliverables dates

· Location of service

· Detailed budget

· Estimated total costs

· Number of staff

· Rate(s) per hour Supplier Diversity Office (SDO) Requirements Please refer to the following guidelines:

· Executive Departments must use diverse and small businesses to the extent possible based on contract terms, Supplier Diversity Office (SDO), and departmental policies, laws, and regulations.

· The Small Business Purchasing Program (SBPP) applies to small procurements ($250,000 or below annually), while the Supplier Diversity Program (SDP) applies to large procurements (over $250,000 annually). Executive Departments must consider these requirements when soliciting quotes or issuing Statements of Work (SOWs).

· Operational Services Division (OSD) provides a list of SDO businesses through the Statewide Contract Index. Refer to the SDO Programs (SDP and SBPP) tab on the index (scroll to view the tab).

Supplier Diversity Program (SDP) Requirements Please view the following guidelines:

· In cases where all other factors are equal, and particularly when adhering to a best value approach, the department will favor the vendor with stronger SDP commitment.

· For more information, refer to Best Value Evaluation of SDP Plan Forms: A Guide for Strategic Sourcing Teams.

· Vendor SDP commitment percentages may be found on the vendor list table.

Small Business Purchasing Program (SBPP) Requirements Please view the following guidelines:

· If available, departments must notify at least two certified small businesses capable of providing the product or service. Bids received from SBPP-participating small businesses must be evaluated, and if one meets the department’s best value criteria, the contract must be awarded to that vendor.

· For more information, refer to Best Value Evaluation of Responses to Small Procurements: A Guide for Strategic Sourcing Teams.

· Vendor SBPP Certification status can be found on the vendor list table in the SDO Certification Type column.

Subcontractors The awarded vendor’s use of subcontractors is subject to the provisions of the Commonwealth’s Terms and Conditions and Standard Contract Form, as well as other applicable terms of this Statewide Contract (SWC). The use of subcontractors must be outlined in the SoW and approved by the Purchasing Entity. Vendors are responsible for the satisfactory performance and adequate oversight of their subcontractors.

Additional Discounts Vendors in this statewide contract offer the following discounts, which may vary for each vendor:

· Prompt Payment Discount: A percentage discount given to the buyer if the invoice is paid within a specified time, in accordance with the Commonwealth’s Bill Paying Policy.

Note: Vendor discounts are detailed in the vendor list table and the price files within each vendor's Master Blanket Purchase Order (MBPO) or Master Contract Record MBPO.

Emergency Services Vendors on this contract may be required to provide products or services in cases of statewide emergencies. The 801 CMR 21.05(3) defines emergency for procurement purposes. Visit the Emergency Response Supplies, Services and Equipment Contact Information for Statewide Contracts list for emergency services related to this contract.

Vendor Performance For vendor performance, please make note of the following:

· Provide actionable feedback on vendors for this contract to optimize performance. Click Procurated for input. On the Procurated website page, select an OSD contract, click Select, and then click Provide a Review for the applicable vendor listed.

· Buyers are encouraged to reach out to the Category Manager (Hayley Lebert or Gerry Dawson) if vendors are not meeting their contractual obligations and buyers may be surveyed for vendor performance feedback.

· Vendors will be evaluated on their current performance and may be asked to work with the Commonwealth towards improvement.

· If Vendor performance is unacceptable but can be corrected, the Contractor will be given the opportunity to develop and implement a corrective action plan, working collaboratively with OSD and the relevant purchasing entities.

· If the Vendor's performance is inadequate or breaches the RFR terms, including attachments and agreements, the OSD Category Manager may issue a warning, add vendors, implement a corrective action plan, or suspend/terminate the contract.

· Vendors must meet all contractual requirements throughout the life of the contract, including requirements for timely and accurate report submission, to remain in good standing under the contract.

· Responsiveness to Request for Quote (RFQ) requests, defined as the percentage of acknowledged invitations to quote advertised by Eligible Entities.

General Procurement Guidelines and Best Practices For general procurement guidelines and best practices, follow these recommendations:

· Buyers should inform vendors to reference Statewide Contract PRF76 on all quotes and invoices.

· No prepayment should be made for products not yet delivered or services not yet rendered.

· No sales tax should be applied to invoices.

· No fees or surcharges (including travel, fuel, delivery) should be applied to invoices.

· Special order fees must be agreed upon by both parties upfront.

· Payments for products or services provided must be paid within 45 days per Massachusetts Bill Payment Policy, or sooner if applying Prompt Payment Discount.

· Buyers are not required to sign additional agreements with vendors that conflict with the Request for Response (RFR) Terms and Conditions. Contact the Category Manager (Hayley Lebert or Gerry Dawson) for guidance on this.

· Vendors must notify buyers of product substitutions.

Adding a Product To add a product to the list of eligible products sold under this contract, buyers must contact the Category Manager (Hayley Lebert or Gerry Dawson) for approval. The new products requested must comply with the established specifications and scope of the contract.

Environmentally Preferable Products and Services (EPPS) This contract includes vendors that specialize in environmental consulting, program coordination and planning services for environmentally related projects.

Learn More: Explore the Environmentally Preferable Products (EPP) Procurement Program and discover detailed guidance in the EPP Products and Services Guide.

Instructions for Massachusetts Management Accounting and Reporting System (MMARS) Users When placing orders with a contractor, MMARS users must include a reference to the Statewide Contract ID number PRF76* in the Agreement ID field in MMARS for encumbrances related to purchases from Statewide Contracts. Please address all inquiries regarding MMARS technical support and job aids by emailing the Comptroller Help Desk or by calling 617-973-2468.

Note: Contract User Guides are updated regularly. Print copies should be compared against the current version posted on mass.gov/osd.

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Vendor List and Information

** [Master Record] (All contract documents). See respective category solicitation MBPOs

PO-22-1080-OSD03-SRC3-26807

Hayley Lebert/ Gerry Dawson 617-720-3146 978-429-4512 hayley.lebert@mass.gov and Gerard.dawson@mass.gov

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United Nations Standard Products and Services Code® (UNSPSC®) UNSPSC for PRF76:

Appendix A: Vendor by Category Designation

Michael W. Kelleher "DBA Smart Ellie Strategies"

Public Consulting Group LLC

Regina Villa Associates, Inc.

Self Esteem Boston

Sellers Dorsey & Associates, LLC

Slalom Consulting

The Boston Consulting Group, Inc.

UMass Amherst Donahue Institute

Zelus Consulting Group

McKinsey & Company, Inc. Washington D.C.

Stantec Consulting Services Inc.

Metropolitan Area Planning Council

The Boston Consulting Group, Inc.

MGT of America Consulting, LLC

The Ripples Group

Michael W. Kelleher "DBA Smart Ellie Strategies"

UMass Amherst Donahue Institute

NAVA PBC

Wellesley Cove LLC

Nelson Nygaard Consulting Associates, Inc.

Organization Ink, Inc.

Patrick Engineering Inc.

Piltch Associates, Inc

Public Consulting Group LLC

Public Planning, Research, and Implementation, Inc.

Regina Villa Associates, Inc.

RND Consultants, Inc.

Root Cause Institute

Rootwise Leadership LLC

Sellers Dorsey & Associates, LLC

Slalom Consulting

Spruce Technology, Inc.

The Boston Consulting Group, Inc.

The Ripples Group

Tidal Basin Government Consulting, LLC

UMass Amherst Donahue Institute

University of Massachusetts - Chan Medical School

Weisman consulting LLC

Wellesley Cove LLC

Zelus Consulting Group

Appendix B: Detailed Category Descriptions

CATEGORY 1: EDUCATION SERVICES

Pre-qualified vendors under the Education Services Category offer education related Management Consulting Services to aid the Commonwealth’s commitment to provide a rigorous, comprehensive, and successful education system.

Areas in which education services trainers and consultants are sought include, but are not limited to:

· Research based strategies

· Standards and accountability

· Assessment

· Professional development

· Innovation

· Student supports

CATEGORY 2: PROGRAM DEVELOPMENT, ORGANIZATIONAL AND STRATEGIC PLANNING SERVICES

Pre-qualified vendors under the Program Development, Organizational Development, and Strategic Planning Category offer a broad range of services which the Commonwealth will draw on an “as needed” basis to meet the needs of the various departments and Eligible Entities.

Types of services acquired under this category may include, but are not limited to:

· Administrative

· Human resources

· Personnel

· Physical distribution management

· Scientific administration

· Education

· Labor

· Health and Social Services

· Economic forecasting

· Budget analysis

· Market analysis

· Development of funding formulas

· Total cost analysis

· Projections in business development

· Business Process Redesign Services

CATEGORY 3: PROFESSIONAL DEVELOPMENT SERVICES

Pre-qualified vendors under the Professional Development Services Category offer a broad range of effective quality courses, from which Eligible Entities will use on an “as needed” basis to design and/or provide trainings/presentations/facilitations/ instructional design including e-learnings on different topics that will increase the knowledge, understanding, and skill levels of Commonwealth of Massachusetts staff and/or the public it serves.

Areas in which professional development and training expertise are sought include but are not limited to:

· Leadership Development Programs

· Team building/ Capacity Building Programs

· Coaching Programs

· Train the Trainer(s) Programs

· Change Management Programs

· Communication Skills Programs

· Customer Relationship Management Programs

· General Health, Wellness & Safety Programs not requiring services of a hospital or university

· Business Process Redesign Programs

· Business Process Redesign Services

CATEGORY 4: GENERAL DATA ANALYTICS SERVICES AND EVALUATION SERVICES

Pre-qualified vendors under the General Data Analytics Service and Evaluation Services Category offer technical assistance and expertise to generate the statistics needed to complete the requirements of projects per the scope of work established by the Hiring Entity, to inform the legislature and the public of emerging and existing concerns, to tailor new intervention and prevention programs as well as evaluate currently existing programs, and to generate knowledge to further improve on established services and/or programs.

Primary areas of research expertise that will be purchased through this contract include:

· Survey research, including data collection, analysis, and development of needs assessment

· Linkage of large datasets

· Program evaluation, including design, analysis, and report preparation

· Forecasting analytic techniques

· Small area and small domain estimation

· Complex survey sample design

· Qualitative analysis and mixed method of analysis

· Preparing and analyzing large data, comparative and cost-effective studies

· Preparing and using electronic data for quality improvement work, service utilization, comparative effectiveness

· Expertise in geo-spatial analysis

· Subject matter expertise in economics, education, engineering, health and social services, transportation, financial services, the environment, cost effectiveness analysis, comparative effectiveness analysis, quality improvement work, policy analysis, secondary data analysis, and ecological studies design

· Quantitative data extraction and data management CATEGORY 5: DOWNTOWN/TOWN CENTER/ COMMERCIAL AREA REVITALIZATION CONSULTING SERVICES Pre-qualified vendors under the Revitalization Consulting Services Category offer technical assistance consultant services related to City or Town Center development.

Primary areas of service include but are not limited to:

· Providing technical assistance/program support services in the context of a workshop(s), webinars, program support services, toolkits and/or on-site technical assistance.

· Developing a specific scope for each task on an on-going basis. The assistance will be requested on an as-needed basis and will be expected to be performed in a timely manner.

· Providing technical assistance in one or more areas listed by qualified Contractors…