PRF76%20Contract%20User%20Guide%2003_10_2025.pdf

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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Contract User Guide for PRF76

PRF76: Management Consultants, Program Coordinators and Planners Services

UPDATED: March 10, 2025

Contract #: PRF76

MMARS MA #: PRF76*

Initial Contract Term: October 1, 2022 -September 30, 2027

Maximum End Date: One (2) year extension to 2029

Current Contract Term: October 1, 2022 -September 30, 2027

Category Managers: Hayley Lebert, 617-720-3146, hayley.lebert@mass.gov

Gerry Dawson, 978-429-4512, gerard.dawson@mass.gov

This Contract Contains: Small Business Purchasing Program, MBE/MWBE/WBE, Service-

Disabled Veteran-Owned Business

UNSPSC Codes: 80-10-00 Management Advisory Services 86-10-18 In Service Training and Manpower Development 86-13-00 Specialized Educational Services 77-10-00 Environmental Management

Updates: Vendor Contact Information

*The asterisk is required when referencing the contract in the Massachusetts Management

Accounting Reporting System (MMARS).

http://www.mass.gov/osd mailto:hayley.lebert@mass.gov mailto:gerard.dawson@mass.gov

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Table of Contents:

(NOTE: To access hyperlinks below, scroll over desired section and CTL + Click)

• Contract Summary

• Contract Categories

• Benefits and Cost Savings

• Find Bid/Contract Documents

• Who Can Use This Contract

• Subcontractors

• Supplier Diversity Requirements

• Pricing, Quotes and Purchase Options

• Instructions for MMARS Users

• Contract Exclusions and Related

Statewide Contracts

• Emergency Services

• Additional Information/FAQ's

• Performance and Payment Time

Frames Which Exceed Contract

Duration

• Strategic Sourcing Team Members

• VENDOR LIST AND INFORMATION

• Appendix A: Contract Category

Descriptions

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http://www.mass.gov/osd

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Contract Summary This is a Statewide Contract for PRF76 Management Consultants, Program Coordinators and Planners

Services. This contract provides a wide-ranging list of independent, experienced, and pre-qualified vendors offering an array of management consulting services under multiple categories. PRF76 replaces PRF61 for similar services.

This contract has minimum quote requirements.

COVID-19 Updates

Due to COVID-19, this contract was expanded to include a category for the Department of Elementary and Secondary Education (DESE) Facilities and Operations Technical Assistance Services. Buyers are encouraged to engage with vendors for additional information. See vendor list and information table

Contract Categories This contract includes 9 categories of service as listed below.

Category 1: Education Services Category 2: Program Development, Organizational and Strategic Planning Services Category 3: Professional Development Services Category 4: General Data Analytics Services and Evaluation Services Category 5: Downtown/Town Center/Commercial Area Revitalization Consulting Services Category 6: Planning, Zoning and Development Consulting Services Category 7: DESE Facilities Technical Assistance Services and Operations Category 8: Health and Human Services Category 9: Specialized Racial and Health Equity Services

Benefits and Cost Savings Statewide contracts are an easy way to obtain benefits for your organization by leveraging the

Commonwealth’s buying power, solicitation process, contracting expertise, vendor management and oversight, and the availability of environmentally preferable products.

• Encourages a partnership between vendor and engaging entity for best value.

• Aggregating projects and volume can be established with vendor for common themes and best value.

• Summarizing department needs in a Statement of Work can effectively allow for prices to be negotiated based on an identified volume not known during the State bid process.

• Many SDP Plans are inclusive of subcontractors qualified to support a department for services under this contract and also allow for a department to meet their SDP annual benchmarks.

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• Vendors have clients who are small and large and have a local and national presence.

• Pre- qualified vendors’ business profiles are available for purchasing entities to review.

Find Bid/Contract Documents

• To find all contract-specific documents, including the Contract User Guide, RFR, specifications, price sheets and other attachments, visit COMMBUYS.com and search for PRF76 to find related Master Blanket Purchase Order (MBPO) information.

• To find all contract-specific documents, including the Contract User Guide, RFR, specifications, and other attachments, visit COMMBUYS.com and search for PRF76 to find related Master

Blanket Purchase Order (MBPO’s) information. All common contract documents are located in the “Master Contract Record” Master Blanket Purchase Order (MBPO) for PRF76 and can be accessed directly by visiting: PO-22-1080-OSD03-SRC3-26807

Who Can Use This Contract

Applicable Procurement Law

Executive Branch Goods and Services: MGL c. 7, § 22; c. 30, § 51, § 52; 801 CMR 21.00;

Eligible Entities

Please see the standard list of Eligible Entities on our Eligible Entities Which May Use Statewide Contracts webpage.

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.

Prior approval of the department is required for any subcontracted service of the Contract. Contractors are responsible for the satisfactory performance and adequate oversight of their subcontractors.

Supplier Diversity Requirements

When selecting vendor(s) without soliciting quotes or a statement of work, Executive Departments should follow below guidance:

When selecting contractors and placing orders, Executive departments shall utilize diverse and small businesses to the extent possible based on contract terms, SDO and departmental policies, laws, and regulations. Additionally, departments shall make a preference for contractors with higher SDP http://www.mass.gov/osd http://www.commbuys.com/ http://www.commbuys.com/ https://www.commbuys.com/bso/external/purchaseorder/poSummary.sdo?docId=PO-22-1080-OSD03-SRC3-26807&releaseNbr=0&external=true&parentUrl=close https://www.mass.gov/info-details/why-use-statewide-contracts#eligible-entities-which-may-use-statewide-contracts-https://www.mass.gov/info-details/why-use-statewide-contracts#eligible-entities-which-may-use-statewide-contracts-

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OSD provides up-to-date information on the availability of diverse and small businesses on statewide contracts through the Statewide Contract Index available on the COMMBUYS home page. See the “Programs (SDO and SBPP)” tab for current certification and small business status of contractors on this contract.

When selecting vendor(s) from multiple quotes and statement of work, Executive Departments should follow below guidance:

Requirements of the Small Business Purchasing Program for Small Procurements (expected annual value of $250,000 or less) or the Supplier Diversity Program for Large Procurements (expected annual value exceeding $250,000) apply to Executive Departments soliciting quotes or issuing statements of work.

Small Business Award Preference: In accordance with the Supplier Diversity Office’s SBPP Policy, Departments must award contracts for Small Procurements to SBPP-participating small business bidders if both of the following conditions are met:

• The response is received from an eligible small business; AND

• The response meets the Department’s best value criteria as defined in the RFR or RFQ.

SDP Commitment: Businesses awarded large Commonwealth contracts for goods and services (also called prime contractors or prime vendors) are required to make measurable financial commitments to do business with one or more diverse businesses (often called SDP Partners). This business-to-business relationship requirement applies to all Large Procurements for goods and services, which were historically defined as those expected to exceed $150,000 in total spending. Effective July 1, 2021, Large Procurements will be defined as those expected to exceed $250,000 in annual spending.

https://www.mass.gov/doc/statewide-contract-index/download

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Executive departments should take into consideration contracted vendors SDP commitments when evaluating responses. Specifically, the following fields of the new SDP Plan Form correspond to the goals stated above:

Key Evaluation Requirements The following key requirements apply to the evaluation of submitted SDP Plans:

• At least 25% of the available evaluation score must be dedicated to the evaluation of the bidder’s SDP Commitment.

• The majority of the SDP evaluation score should be dedicated to the bidder’s SDP commitment.

• bidders offering more value in their SDP Plan submissions must receive higher scores.

Type of information collected from bidders

Possible use of the information by the SST

SDP focus statement Assess the bidder’s level of integration of supplier diversity into company operations. SDP policy link or attachment (if any)

Additional creative initiatives (if any)

SDP commitment – subcontracting Evaluate the bidder’s SDP commitment.

SDP commitment – ancillary

SDP commitment – total

List of proposed partners Assess the likelihood of the bidder meeting their SDP commitment. Company prior year spending with the list of partners (if available)

Company average gross annual revenue If deemed necessary by the Agency or Statewide Contract Strategic Sourcing Team (SST) and included in the evaluation criteria, consider the bidder’s company size during the evaluation of the ancillary SDP commitments and total prior year spending.

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Other Requirements:

Expected annual value of the RFQ

RFQ process requirements

Less than or equal to $250,000/year

• Notify at least two small businesses capable of providing the product or service of the opportunity, if available.

• Include SBPP contract language and place it prominently within the RFQ.

See SDO Template Language.

• Evaluate bids received from, and award a contract to, an SBPP-participating small business that meets the department’s best value criteria.

• Award to a large business only if there is no SBPP participating business meeting departments’ best value criteria.

• Conduct a clarification/BAFO/negotiation before disqualifying an SBPP-participating business based on price or desirable criteria.

• See the Best Value Evaluation of Responses to Small Procurements: A Guide for Strategic Sourcing Teams for additional guidance.

More than $250,000/year

• Notify at least two diverse and/or small businesses capable of providing the product or service of the opportunity, if available.

• Make a preference for contractors with higher SDP commitments and/or performance whenever such information is available (or is requested from contractors by the department) and the preference is feasible.

• See the Best Value Evaluation of SDP Plan Forms: A Guide for Strategic

Sourcing Teams for additional guidance.

1. Note: Departments may ask the prime Contractor for an additional SDP commitment specifically related to the Department’s purchase or engagement. SDP spending for such a purchase or engagement must be reported by the Contractor using the SDP Reporting Form directly to the

Department and may not be included in any other SDP reporting filed by the

Contractor.

OSD provides up-to-date information on the availability of diverse and small businesses on statewide contracts through the Statewide Contract Index available on the COMMBUYS home page. See the “Programs (SDO and SBPP)” tab for current certification and small business status of contractors on this contract.

http://www.mass.gov/osd https://www.mass.gov/lists/program-resources-for-departments#rfr-template-language-https://www.mass.gov/media/2307721/download https://www.mass.gov/media/2307721/download https://www.mass.gov/doc/best-value-evaluation-of-sdp-plan-forms-a-guide-for-strategic-sourcing-teams/download https://www.mass.gov/doc/best-value-evaluation-of-sdp-plan-forms-a-guide-for-strategic-sourcing-teams/download https://www.mass.gov/doc/statewide-contract-index/download

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Pricing, Quote and Purchase Options

Purchase Options The purchase options identified below are the only acceptable options that may be used on this contract:

• This is a fee for service contract.

• Purchases made through this contract will be direct, outright purchases. All elements of the project’s creation through the use of Commonwealth funds are owned by the Commonwealth except where prior ownership has been established. Commonwealth departments should be made aware of such exceptions.

Pricing Options

The compensation structure for the PRF76 contract is according to individual projects as described and agreed to in the SoW and the accepted bidder response. Awarded vendors are required to provide specific and transparent prices in all responses to bid quotation requests.

• Project Pricing:

Costs under PRF76 must be determined through project-based compensation. Eligible

Entities will determine the format in which quotations for their specific project will be collected. Vendors are expected to be competitive with each project and must provide a detailed and transparent budget related to the scope of services to be completed.

Eligible Entities and awarded PRF76 vendors may negotiate project rates as part of the quote process. Negotiated project rates may be published by the Eligible Entities as part of the records in COMMBUYS.

• Hourly Rates:

Engagements that are limited in scope, time and value might be best quoted on hourly rate compensation structure.

Invoicing:

All bills/invoices must minimally include:

• Assignment name;

• Hours billed/invoiced and Statewide Contract hourly rate or portion of project billed:

o Hourly rate: Identify account manager or other vendor agent and applicable hourly rate;

o Project based: Identify portion of project billed and balance remaining, but not an average rate;

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• Supporting documents must accompany billing/invoicing received by an engaging entity;

• Totals should be reviewed for correctness by engaging entity prior to approval.

Total billed/invoiced must meet the Commonwealth’s requirements if audited.

Product/Service Pricing and Finding Vendor Price Files

To receive contract item information and/or quotes, Non-Executive Department buyers may contact vendors directly.

Setting Up a COMMBUYS Account

COMMBUYS is the Commonwealth’s electronic Market Center supporting online commerce between government purchasers and businesses. If you do not have one already, contact the COMMBUYS

Help Desk to set up a COMMBUYS buyer account for your organization: (888)-627-8283 or

OSDhelpdesk@mass.gov.

Per 801 CMR 21.00, Executive Branch Departments must use established statewide contracts for the purchase of commodities and services. Specifically, Executive Departments are required to use OSD’s statewide contracts, including designated statewide contracts, if available, for their specific commodity and service needs. Exceptions will only be permitted with prior written approval from the

Assistant Secretary for Operational Services, or designee.)

When contacting a vendor on statewide contract, always reference PRF76 to receive contract pricing.

Quick Search in COMMBUYS

Log into COMMBUYS and use the Search box on the COMMBUYS header bar to locate items described on the MBPO or within the vendor catalog line items. Select Contract/Blanket or Catalog from the drop-down menu.

How To Purchase from The Contract

• Solicit quotes and select and purchase quoted item in COMMBUYS.

This COMMBUYS functionality provides a mechanism to easily obtain quotes, as specified by the

Contract. The buyer would create a Release Requisition, and then convert it to a Bid. After approval by the buyer approving officer, the bid is then sent to selected vendors to request quotes. Buyers must include “PRF76 RFQ” when entering information in the Description field.

For a description of how to complete this purchase in COMMBUYS, visit the Job Aids for Buyers webpage, and select:

http://www.mass.gov/osd mailto:OSDhelpdesk@mass.gov https://www.mass.gov/lists/job-aids-for-buyers-using-commbuys

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➢ The COMMBUYS Purchase Orders section and choose the How to Create a Solicitation Enabled

Bid Using a Release Requisition job aid or one of the quick reference guides.

Quote Requirements

Contract users should always reference PRF76 when contacting vendors to ensure they are receiving contract pricing. Quotes, not including construction services, should be awarded based on best value.

o Engagements valued at less than $10,000 require at least one quote or an accepted Statement of Work (SoW)with an estimated value.

▪ Work awarded under this method may not subsequently add tasks that exceed the $10,000 threshold.

o Engagements with a total value estimated to exceed $10,000 requires the solicitation at least three written quotes against the appropriate PRF76 Master Blanket Purchase Order(s) in COMMBUYS.

▪ Eligible Entities must develop a written SoW and attach it to the COMMBUYS RFQ.

The engagement/project will be awarded to the vendor deemed most responsive to the SoW as evaluated by the awarding authority.

o It is considered best practice to seek at least three quotes for all engagements; however, multiple quotes for engagements under $10,000 are not required to ensure price is appropriate. Quotes must be obtained for all engagements that exceed $10,000.

▪ Eligible Entities must develop a written SoW and attach it to the COMMBUYS RFQ.

The engagement/project will be awarded to the vendor deemed most responsive to the Statement of Work as evaluated by the awarding authority.

o For a full description of how to complete a quote in COMMBUYS visit the Job Aids for

Buyers webpage, and select:

➢ The COMMBUYS Purchase Orders section and choose Request Quotes From

Vendors on Statewide Contracts job aid.

Instructions for MMARS Users MMARS users must reference the MA number in the proper field in MMARS when placing orders with any contractor.

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Contract Exclusions and Related Statewide Contracts Exclusions to PRF76 contract includes:

• Restriction for Category 2 under this contract includes Financial Audit services currently provided under PRF78 Audit, Accounting, Compliance, Revenue Enhancement Services statewide contract or its replacement contract.

• Not covered under PRF76 is professional development for specialized public safety, law enforcement, fire, healthcare, mental health, highway, environmental, legal, food preparation, scientific; or any other areas that are not under the Scope of this RFR.

• Information Technology Training is excluded from PRF76.

• Category 4 of PRF76 is intended to cover general data analytics and/ or evaluation services for the Commonwealth. It does not cover specialized healthcare and health safety consulting related services.

• Category 8 of PRF76 does not cover specialized healthcare and health safety consulting related services.

Emergency Services Many statewide contracts are required to provide products or services in cases of statewide emergencies. ML - 801 CMR 21 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.

Additional Information/FAQs

Performance Measures

During the life of any contract resulting from this RFR, all vendors will be required to comply with

Performance Measurements as directed by the Contract Manager on behalf of the Strategic Sourcing

Team (SST) or the project manager with the hiring eligible entity. Additionally, at the level of the SST, the following performance targets will be measured:

• Responsiveness to RFQ requests – By what percentage are vendors responding to or acknowledging invitations to quotes advertised by eligible entities.

Vendors are required to adhere to the performance measures as indicated and agreed with the hiring entity, that are in keeping with those of the processes and expectations of the hiring entity.

Geographical Service Area

PRF76 covers the entire state of Massachusetts as represented in the Counties coverage map below:

https://www.sec.state.ma.us/cis/cispdf/County_Map.pdf] http://www.mass.gov/osd https://www.mass.gov/regulations/801-CMR-21-procurement-of-commodities-or-services-including-human-and-social-services https://www.mass.gov/doc/emergency-response-supplies-services-and-equipment-contact-information https://www.mass.gov/doc/emergency-response-supplies-services-and-equipment-contact-information https://www.sec.state.ma.us/cis/cispdf/County_Map.pdf

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Other Discounts

• Prompt Pay Discounts: A discount given to the buyer if paid within a certain time period.

These discounts may be found in the Vendor List and Information section below. All discounts offered will be taken in cases where the payment issue date is within the specified number of days listed by vendor and in accordance with the Commonwealth’s Bill Paying Policy.

Payment days will be measured from the date goods are received and accepted / performance was completed OR the date an invoice is received by the Commonwealth, whichever is later to the date the payment is issued as an EFT (preferred method) or mailed by the State Treasurer. The date of payment “issue” is the date a payment is considered

“paid” not the date a payment is “received” by a Contractor.

Performance and Payment Time Frames Which Exceed Contract Duration

All term leases, rentals, maintenance, or other agreements for services entered into during the duration of this Contract and whose performance and payment time frames extend beyond the duration of this Contract shall remain in effect for performance and payment purposes (limited to the time frame and services established per each written agreement). No written agreement shall extend more than six (6) months beyond the current contract term of this Statewide Contract as stated on the first page of this contract user guide. No new leases, rentals, maintenance, or other agreements for services may be executed after the Contract has expired.

Memorandum of Understanding/Statement of Work

• Sample Statement of Work (SoW): Eligible Entities must determine which of the two provided sample SoW best fits their needs for PRF76 engagements. Sample SoW can be found in the attachment tab of PRF76 Bid/Contract Docs which also contains the following: RFR, Contract

User Guide, Sample SOW etc. COMMBUYS MBPO Number:

• Sample 1: Recommended for engagement (s) related to technology or confidential data. Eligible

Entities should consult with their legal team prior to using this SoW Sections specific to technology are highlighted in yellow.

• Sample 2: Recommended for simple transactions.

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Strategic Sourcing Team Members

• Tanesha Deane BLC

• Bob Glover DHCD

• Elhame Kajtazi DHE

• Jerome Collins DMH

• Gregory Drouin DMH

• Mary Beth Curley DPH

• David Harvey DPH

• Christine Eggleton DPH

• Richard Currier HRD

• John de Lalla MBTA

• Gerard Dawson OSD

• Hayley Lebert OSD

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*

Vendor

Master Blanket

Purchase Order #

Contact Person

Phone # Email Categories Discounts

SDP

Certificatio n

SDP

Commit-ment Percentage

** [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.g ov and

Gerard.dawson@mass .gov

N/A N/A N/A

Abt Associates Inc Silvio Guerrero 301-347-5815 Silvio_Guerrero@abta ssoc.com

See Appendix A 1% 10 days DBE 5%

Accelare Brendan

McLaughlin 617-899-0963

Brendan.mclaughlin@ accelare.com

See Appendix A 2% 10 days 2% 15 days

7%

Accenture Timothy Rogers 781 962-9525 timothy.p.rogers@acc enture.com See Appendix A

2% 10 days 2% 15 days 1% 20 days

15%

Achara Consulting Inc.

Beth

Hutchinson 312-873-6345 bhutchinson@acharac onsulting.com

See Appendix A

3% 10 days 2.5% 15 days 2% 20 days 1% 30 days

2%

Advocates for Human Potential, Inc. (AHP)

Damien

Newman 978-261-1485 dnewman@ahpnet.co m

See Appendix A

1% 10 days 1% 15 days 1% 20 days 1% 30 days

1%

Agency Landscape + Planning, LLC

Rhiannon Sinclair

410-919-7800 rhiannon@agencylp.c om See Appendix A

3% 10 days 3% 15 days 1% 20 days

WBE, DBE 15%

http://www.mass.gov/osd https://www.commbuys.com/bso/external/purchaseorder/poSummary.sdo?docId=PO-22-1080-OSD03-SRC3-26807&releaseNbr=0&external=true&parentUrl=close https://www.commbuys.com/bso/external/purchaseorder/poSummary.sdo?docId=PO-22-1080-OSD03-SRC3-26807&releaseNbr=0&external=true&parentUrl=close https://www.commbuys.com/bso/external/purchaseorder/poSummary.sdo?docId=PO-22-1080-OSD03-SRC3-26807&releaseNbr=0&external=true&parentUrl=close mailto:hayley.lebert@mass.gov mailto:hayley.lebert@mass.gov mailto:Silvio_Guerrero@abtassoc.com mailto:Silvio_Guerrero@abtassoc.com

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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Master Blanket

Purchase Order #

Contact Person

Phone # Email Categories Discounts

SDP

Certificatio n

SDP

Commit-ment Percentage

Aligned Solutions LLC Adam Stoler 617-571-9770 Adamstoler@aligneds olutions.us See Appendix A

1% 10 days 1% 15 days 0.5% 20 days 0.25% 30 days

1%

Alvarez & Marsal Public Sector Services, LLC

Virginia Boyd 346-543-4031 vboyd@alvarezandma rsal.com

PSSOpportunities@alv arezandmarsal.com

See Appendix A

0.25% 10 days 0.25% 15 days 0.25% 20 days 0.25% 30 days

10%

Ann McFarland Burke Ann McFarland

Burke 413-575-5345 annmburkeco@gmail.

com

See Appendix A N/A 1%

Archipelago Strategies Group Inc

Alejandra St.

Guillen 617-419-

Alejandra@discoveras g.com See Appendix A

1% 10 days 0.7% 15 days 0.6% 20 days

LGBTBE,

MBE, WBE,

SBPP

1%

Auribus Consulting LLC Mete Habip 404-543-8844 mhabip@auribuscons ulting.com See Appendix A

1.5% 10 days 1% 15 days 0.5% 20 days

2%

Bailit Health Purchasing, LLC Michael Bailit 781-453-1166 mbailit@bailit-health.com See Appendix A

1% 10 days 1% 15 days

1% http://www.mass.gov/osd mailto:vboyd@alvarezandmarsal.com mailto:vboyd@alvarezandmarsal.com

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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Master Blanket

Purchase Order #

Contact Person

Phone # Email Categories Discounts

SDP

Certificatio n

SDP

Commit-ment Percentage

1% 20 days 1% 30 days

BCS, LLC Alain Williams 617-812-6060 ext. 217 awilliams@bcs-hq.com

See Appendix A

5% 10 days 4% 15 days 3% 20 days 2% 30 days

DBE 25%

Berry, Dunn, McNeil & Parker

LLC

Kevin Scheirer 207-541-2262 pqcv@berrydunn.com See Appendix A 1% 10 days 0.5% 15 days

10%

BETA Group, Inc. Kien Ho 781-255-1982 KHo@BETA-Inc.com

1% 10 days 0.75% 15 days 0.5% 20 days 0.25% 30 days

5%

BetterSector LLC Emily Sesno 802-578-4924 Esesno@bettersector.

com

4% 10 days 4% 15 days 2% 20 days 1% 30 days

WBE 6%

BME Strategies Bryan Murphy-

Eustis 617-682-5766 beustis@bmestrategie s.com

0.5% 10 days 0.5% 15 days 1% 20 days

7%

Borderland Partners LLC Paula De Santiago

617-901-1144 pdesantiago@borderl and-partners.com See Appendix A

2% 10 days 2% 15 days 1% 20 days

MBE 2%

Briljent, LLC Celia McGarry, Kim Gast 518-390-6044 cmcgarry@briljent.co m KGast@briljent.com

See Appendix A 2% 10 days 1.5% 15

WBE 8%

http://www.mass.gov/osd mailto:awilliams@bcs-hq.com mailto:awilliams@bcs-hq.com mailto:pqcv@berrydunn.com mailto:KHo@BETA-Inc.com mailto:Esesno@bettersector.com mailto:Esesno@bettersector.com mailto:beustis@bmestrategies.com mailto:beustis@bmestrategies.com

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SDP

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Commit-ment Percentage days 1% 20 days

Bronner Group, LLC Don Davis 312-759-5101 ddavis@bronnergroup

.com See Appendix A 2% 10 days WBE, DBE 1%

BSC Group, Inc. Heather Gould 617-896-hgould@bscgroup.co m See Appendix A 1% 10 days 3%

Cambridge Econometrics Inc Dan Hodge 413-206-4001 dh@camecon.com See Appendix A 3% 10 days 3% 15 days 1% 20 days

5%

Casey Hall Training Associates Casey Hall 508-252-6590 CaseyHall@comcast.n et See Appendix A

2% 10 days 1.5% 15 days 1% 20 days

WBE 5%

Center for EcoTechnology, Inc.

Lorenzo

Macaluso 413-586-7350 ext. 248 Lorenzo.Macaluso@ce tonline.org See Appendix A

1% 10 days 1% 15 days

5%

Cepheide Solutions Inc DBA Mondofora

Dion Kenney 914-261-5311 dkenney@mondofora.

com See Appendix A

5% 10 days 5% 15 days 3% 20 days 2% 30 days

10%

CGI Technologies and Solutions Inc

Sandy Maloney 978-314-2640 sandy.maloney@cgi.c om See Appendix A

2% 10 days 2% 15 days 1% 20 days 1% 30 days

3.5%

Civic Space Collaborative Michelle Moon 320-282-7708 michelle@civicspacec ollaborative.org See Appendix A

5% 10 days 4% 15 days 3% 20 days 2% 30 days

2%

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Commit-ment Percentage

Clarasys Inc.

Michael Murphy

888-629 8182 michael.murphy@clar asys.com See Appendix A

2% 10 days 2% 15 days 0.5% 20 days 0.5% 30 days

3%

CMG Associates Bruce Cedar 617-969-7600 ext. 223 bcedar@cmgassociate s.com See Appendix A

3% 10 days 2% 15 days 1% 20 days 1% 30 days

2%

Colliers Engineering & Design Deborah Lawlor

862-324-0104 debbie.lawlor@collier seng.com See Appendix A

1% 10 days 1% 15 days 1% 20 days 1% 30 days

5%

CSG Government Solutions

INC

Kirk Swanson 312-444-2760 kswanson@csgdeliver s.com See Appendix A

1% 10 days 1% 15 days 1% 20 days

10%

Deloitte Consulting Virginia Fraser 412-402-5962 rvfraser@deloitte.com See Appendix A

1% 10 days 1% 15 days 1% 20 days 1% 30 days

20%

Dietz & Company Architects, Inc.

Kevin Riordon 413-846-1016 kevinr@dietzarch.com tinag@dietzarch.com

2% 10 days 1% 15 days 1% 20 days

WBE 4%

Direct Access Consultancy LLC Steve Dering 617-518-5313 sdering@directaccess.

group See Appendix A

5% 10 days 5% 15 days

3%

DMA Health Strategies Diane Salley 781-863-8003 dianes@dmahealth.co m See Appendix A 1% 10 days WBE 1% http://www.mass.gov/osd mailto:kevinr@dietzarch.com mailto:tinag@dietzarch.com mailto:sdering@directaccess.group mailto:sdering@directaccess.group

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Commit-ment Percentage

Dodson & Flinker, Inc. Peter Flinker 413-628-4496 ext. 103 peter@dodsonflinker.

com See Appendix A

2% 10 days 1% 15 days

10%

Donia LLC Donia Piersaint 646-793-9281 dp@doniaa.com See Appendix A

5% 10 days 4% 15 days 3% 20 days 2% 30 days

MBE, WBE 1%

Dot Joyce Consulting, LLC Dot Joyce 617-592-2967 dot@dotjoyceconsulti ng.com See Appendix A

3% 10 days 3% 15 days 2% 20 days 1% 30 days

WBE 25%

DREAM Collaborative LLC Rosa Herrero 617-606-7029 rherrero@dreamcolla borative.com See Appendix A

5% 10 days 4% 15 days 2% 20 days 1% 30 days

MBE, DBE 30%

Eagle Hill Consulting, LLC Elizabeth Schroeder

703-244-4674 eschroeder@eaglehill consulting.com See Appendix A

1.5% 10 days 1% 15 days 0.5% 20 days

WBE 1.5%

Eastern Research Group John Wilhelmi 617-823-7985 john.wilhelmi@erg.co m See Appendix A 1% 10 days 2%

Edgemere Consulting Corporation

John Washek 781-581-9991 jwashek@edgemerec onsulting.com See Appendix A

2% 10 days 2% 15 days 1% 20 days

1%

Ernst & Young U.S. LLP Josh Liberman 617-921-3101 josh.liberman@ey.co m See Appendix A

2% 10 days 2% 15 days

51%

Favermann Design Mark

Favermann 617-669-3541 favermann@gmail.co m

See Appendix A 2% 10 days 1.5% 15 days

5% http://www.mass.gov/osd mailto:eschroeder@eaglehillconsulting.com mailto:eschroeder@eaglehillconsulting.com mailto:jwashek@edgemereconsulting.com mailto:jwashek@edgemereconsulting.com mailto:favermann@gmail.com mailto:favermann@gmail.com

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Commit-ment Percentage

1.5% 20 days 1% 30 days

FinePoint Associates LLC Peg Barringer 617-763-5952 peg@finepointassocia tes.com See Appendix A

1% 10 days 1% 15 days

WBE 1%

Gartner, Inc Maydad Cohen 617-686-5506 Maydad.Cohen@gartn er.com See Appendix A

1% 10 days 1% 15 days 1% 20 days 1% 30 days

5%

Gibbous, LLC Thomas Innis 617-435-8587 tinnis@gibbousllc.com See Appendix A

1.5% 10 days 1.5% 15 days 0.5% 20 days

1%

GPS Group Peer Support LLC Liz Friedman 413-658-8231 Liz@grouppeersuppor t.org See Appendix A

4% 10 days 3% 15 days 2% 20 days 1% 30 days

1%

Growing a New Heart, Inc Ginger Thomas 413-835-1906 ginger@growinganew heart.org See Appendix A

4% 10 days 4% 15 days 2% 20 days 1% 30 days

85%

Guidehouse Holding Corp dba Guidehouse LLP

Nini Donovan 617-596-7633 ndonovan@guidehous e.com See Appendix A

2% 10 days 1% 15 days 0% 20 days 0% 30 days

3% http://www.mass.gov/osd mailto:Maydad.Cohen@gartner.com mailto:Maydad.Cohen@gartner.com mailto:Liz@grouppeersupport.org mailto:Liz@grouppeersupport.org mailto:ginger@growinganewheart.org mailto:ginger@growinganewheart.org mailto:ndonovan@guidehouse.com mailto:ndonovan@guidehouse.com

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Commit-ment Percentage

Hagerty Consulting, Inc Katie Freeman 847-492-8454 ext. 119 katie.freeman@hagert yconsulting.com See Appendix A

0.5% 10 days 0.5% 15 days

1%

Healthcentric Advisors Kara Butler 401-528-3221 KButler@healthcentric advisors.org See Appendix A

2% 10 days 1% 15 days 0.5% 20 days

2%

HealthDataViz, LLC Sandra Lawson 617-653-6608 sandy@healthdataviz.

com See Appendix A

1.5% 10 days 1.5% 15 days

WBE 1%

Health Management Associates, Inc.

Jaimie Bern 517-482-0920 jbern@healthmanage ment.com See Appendix A

2% 10 days 1.5% 15 days 1% 20 days

10%

Health Resources in Action (HRiA)

Monika Hyatt 617-279-2251 mhyatt@hria.org See Appendix A

1% 10 days 0.5% 15 days 0.25% 20 days

5%

Hope W Kenefick dba HWK Consulting, LLC

Hope Kenefick 603-664-9920 hopewk@comcast.net See Appendix A

1% 10 days 1% 15 days 1% 20 days 1% 30 days

WBE, DBE 10%

Human In Common Deborah Cohen 413-345-8992 deborah@humaninco mmon.com See Appendix A 3% 20 days WBE 5%

ICF Incorporated, LLC Semrin

Gillespie 571-459-4088

Semrin.Gillespie@icf.c om

See Appendix A 1% 10 days 15% http://www.mass.gov/osd mailto:sandy@healthdataviz.com mailto:sandy@healthdataviz.com

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SDP

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Commit-ment Percentage

ILLUME Advising Don Smith 608-561-3781 Don@illumeadvising.c om See Appendix A

1% 10 days 1% 15 days 1% 20 days 1% 30 days

WBE 5%

Innes Associates Ltd Emily Keys

Innes 781-956-8556 emily@innes-design.com

See Appendix A 3% 10 days 2% 15 days 1% 20 days

6%

Innovative Emergency Management

Keith Reynolds

225-952-8191 ext. 8917 contracts@iem.com See Appendix A

1% 10 days 1% 15 days 1% 20 days 1% 30 days

15%

Integrated Solutions Consulting, Corp

Dane Clausen 314-474-1499 dane.clausen@i-s-consulting.com See Appendix A

2.5% 10 days 2.5% 15 days 0.5% 20 days 1% 30 days

33%

Jamoji App LLC Colleen Hall 917-842-5945 chall@jamojiapp.com See Appendix A

1% 10 days 0.75% 15 days 0.5% 20 days 0.25% 30 days

2%

Janifer & Associates, LLC Erika Janifer 215-272-6769 erika.janifer@janifera ssociates.com See Appendix A

2% 10 days 1.5% 15 days 1% 20 days 0.5% 30days

1% http://www.mass.gov/osd mailto:Don@illumeadvising.com mailto:Don@illumeadvising.com mailto:emily@innes-design.com mailto:emily@innes-design.com

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Commit-ment Percentage

JJR Consulting LLC Jenna Roberts 603-502-4105 procurement@jjrcons ulting.com See Appendix A

1% 10 days 0.5% 15 days 0.25% 20 days

1%

JSI Research & Training Institute

Lori Kiel 617-385-3746 Lori_kiel@ Jsi.com See Appendix A 1% 10 days 1% 15 days

12%

Justice Resource Institute, Inc. Bisser Dokov 781-559-4900 ext. 3315 bisser@jri.org See Appendix A

2% 10 days 2% 15 days 1% 20 days 1% 30days

W/NPO 1%

KPMG LLP David Pondillo 518-427-4705 dpondillo@kpmg.com See Appendix A 4% 15 days 0% 20 days 2% 30days

4%

Leonardi Aray Architects LLC Leonardi Aray 617-270-3912 leonardi@larayarchite cts.com See Appendix A

3% 10 days 2% 15 days 1% 20 days 0.5% 30 days

MBE 5%

Letterman White Consulting, LLC

Susan L White 610-331-2539 Susan@LettermanWhi te.com See Appendix A

1% 10 days 1% 15 days 0.25% 20 days

WBE 1%

Levine Planning Strategies, LLC

Jeff Levine 617-817-0424 jlevine@levineplans.c om See Appendix A

5% 10 days 5% 15 days

1%

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Commit-ment Percentage

Massachusetts Health Quality Partners

Andrew

D’Amour 617-600-4621 adamour@mhqp.org See Appendix A

2% 10 days 2% 15 days 1.25% 20 days 1% 30 days

W/NPO 1%

Mathematica Inc.

Susan

Boudreau 609-297-4536 rfpcenter@mathemati ca-mpr.com

See Appendix A 1% 10 days 1%

Mauch Group LLC, The Irene Mauch 781-775-5251 irene@mauchgroup.c om See Appendix A

5% 10 days 4% 15 days 3% 20 days 2% 30 days

WBE, MBE,

DBE

N/A

McBride Consulting LLC Jeffrey Beal 413-446-0739 Jeffrey.Beal@Mcbride consulting.net See Appendix A

2% 10 days 1% 15 days

SDVOBE 5%

McKinsey & Company, Inc.

Washington D.C.

Briana Park 202-487-9136 Bri_Park@mckinsey.c om See Appendix A

1% 10 days 1% 15 days 1% 20 days 1% 30 days

7%

Metropolitan Area Planning Council

Marjorie

Weinberger 617-933-0724 mweinberger@mapc.

org

See Appendix A 1%

MGT of America Consulting, LLC

Amy Ferraro

Whitsett 617-475-7344 awhitsett@mgtconsul ting.com

See Appendix A

4% 10 days 3% 15 days 2% 20 days 1% 30 days

10%

Michael W. Kelleher "DBA Smart Ellie Strategies"

Michael Kelleher

617-953-1393 kelleher94@gmail.co m See Appendix A

7% 10 days 5% 15 days 3% 20 days 2% 30 days

1%

Morgan, Brown & Joy LLP Jaclyn Kugell 617-788-5054 jkugell@morganbrow n.com See Appendix A

5% 10 days 4% 15 days

5% http://www.mass.gov/osd mailto:irene@mauchgroup.com mailto:irene@mauchgroup.com

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3% 20 days 2% 30 days

NAVA PBC Cheryl Pierce 202-906-0912 contract-ops@navapbc.com See Appendix A

2% 10 days 2% 15 days 1.5% 20 days 1% 30 days

1%

NBBJ LP Alan Mountjoy 617-378-4828 amountjoy@nbbj.com See Appendix A

1% 10 days 0.5% 15 days 0.5% 20 days

15%

Neighborways Design Jessica Mortell 508-340-0781 jessica@neighborways

.com See Appendix A

5% 10 days 4% 15 days 3% 20 days 2% 30 days

2%

Nelson Nygaard Consulting Associates, Inc.

Tien Chan 857-305-8000 tchan@nelsonnygaard

.com See Appendix A

1.5% 10 days 1% 15 days 0.5% 20 days

10%

Northern Middlesex Council of Governments

Jennifer Raitt 978-454-8021 jraitt@nmcog.org See Appendix A

2% 10 days 2% 15 days 2% 20 days 2% 30 days

1%

Organization Ink, Inc. John Schnyder 413-248-6573 john@organizationink.

com See Appendix A

5% 10 days 5% 15 days 2% 20 days 1% 30 days

WBE, DBE 1%

OverUnder Inc Rami el Samahy

617-230-9739 samahy@overunder.c o See Appendix A

5% 10 days 5% 15 days

9% http://www.mass.gov/osd mailto:john@organizationink.com mailto:john@organizationink.com

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3% 20 days 2% 30 days

Patrick Engineering Inc. Paul Dye 857-303-3229 pdye@patrickco.com See Appendix A

2% 10 days 2% 15 days 2% 20 days 2% 30 days

15%

Piltch Associates, Inc. Debbie Piltch 339-364-4748 Piltchassociates@gma il.com See Appendix A 2% 30 days 1%

Pioneer Valley Planning Commission

Lori Tanner 413-781-6045 ltanner@pvpc.org See Appendix A N/A 1%

Public Consulting Group LLC Brian Howells 617-717-1084 bhowells@pcgus.com See Appendix A

1% 10 days 1% 15 days 1% 20 days 1% 30 days

5%

Public Planning, Research, and Implementation, Inc.

Ezra Haber

Glenn 617-721-7131 eglenn@public-planning.org

See Appendix A

1% 10 days 1% 15 days 1% 20 days 1% 30 days

1%

Regina Villa Associates, Inc. Michelle Cook 978-420-6958 mcook@reginavilla.co m See Appendix A

1% 10 days 1% 15 days 1% 20 days

WBE, DBE 5%

Resonance Consultancy Inc Vicki Fair 604-681-0804 ext. 406 vfair@resonanceco.co m See Appendix A

5% 10 days 5% 15 days 3% 20 days 2% 30 days

2%

RKG Associates. Inc. Eric Halvorsen 617-847-8912 ehalvorsen@rkgassoci ates.com See Appendix A

1% 10 days 1% 15 days

1.25% http://www.mass.gov/osd mailto:vfair@resonanceco.com mailto:vfair@resonanceco.com mailto:ehalvorsen@rkgassociates.com mailto:ehalvorsen@rkgassociates.com

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Root Cause Institute, Inc Erin Rodriguez 617-294-6801 erodriguez@rootcaus e.org See Appendix A

5% 10 days 4% 15 days 3% 20 days 2% 30 days

5%

Rootwise Leadership LLC C. Perry

Dougherty 617-275-1504 perry@rootwiseleader ship.com

See Appendix A 1% 10 days 1% 15 days

3%

RND Consultants, Inc.

Janice

Bergeron 617-816-9836 janicebergeron@rndc onsultants.net

See Appendix A 2% 10 days 2% 15 days

WBE, DBE 50%

Selbert Perkins Design Linda Murphy

Corrigan 781-574-6605 ext. 129 lmurphy@selbertperki ns.com See Appendix A

3% 10 days 2% 15 days 1% 20 days

1%

Self Esteem Boston Educational Institute

Jeri Levitt 617-983-1111 empowermail@selfest eemboston.com See Appendix A

2% 10 days 1% 15 days 1% 20 days

W/NPO 1%

Slalom Consulting Russell Norris 617-316-5400 russelln@slalom.com See Appendix A 2% 10 days 2% 15 days

5%

Spruce Technology, Inc. Kristen Mazza 862-225-9302 kmazza@sprucetech.c om See Appendix A

1% 10 days 0.5% 15 days

MBE 12%

Stantec Consulting Services Inc.

Steve Kearney 617-416-7524 steve.kearney@stante c.com See Appendix A

3% 10 days 3% 15 days 1% 20 days

1%

Theodore B. Brovitz dba Brovitz Community Planning

Theodore

Brovitz 508-737-4402 ted.brovitz@gmail.co m

See Appendix A

4% 10 days 4% 15 days 2% 20 days 1% 30 days

3% http://www.mass.gov/osd mailto:erodriguez@rootcause.org mailto:erodriguez@rootcause.org mailto:perry@rootwiseleadership.com mailto:perry@rootwiseleadership.com mailto:janicebergeron@rndconsultants.net mailto:janicebergeron@rndconsultants.net mailto:lmurphy@selbertperkins.com mailto:lmurphy@selbertperkins.com mailto:empowermail@selfesteemboston.com mailto:empowermail@selfesteemboston.com

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The Boston Consulting Group, Inc.

Kevin Sanders 703-477-0412 Sanders.Kevin@bcg.co m See Appendix A 1% 10 days

10%

The Ripples Group, LLC Atilla Habip 617-513-2959 ahabip@ripplesgroup.

com See Appendix A

1% 10 days 1% 15 days 1% 20 days 1% 30 days

4%

Tidal Basin Government Consulting, LLC

Bill Slater 315-440-4775 bslater@tidalbasin.rp hc.com See Appendix A

0.5% 10 days 0.5% 15 days 0.25% 20 days 0.25% 30 days

10%

UMass Amherst Donahue Institute

Sharon

Vardatira 413-545-4898 svardatira@donahue.

umass.edu

See Appendix A N/A 3%

University of Massachusetts - Chan Medical School

Jessica

Carpenter 508-421-5861 sgbd.procurement@u massmed.edu

See Appendix A N/A 4.3%

United Training Commercial

LLC

Leanne Pace 781-487-3228 Leanne.Pace@unitedt raining.com See Appendix A 1% 10 days 1%

Utile, Inc. Tim Love 617-423-7200 love@utiledesign.com See Appendix A

5% 10 days 4% 15 days 3% 20 days 2% 30 days

5%

Vanasse Hangen Brustlin, Inc. Luke Mitchell 718-808-2962 lamitchell@vhb.com See Appendix A 1% 10 days 1% 15 days 1% 20 days

10% tel:718.808.2962

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WalkBoston Althea Wong-

Achorn 617-367-9255 awong-achorn@walkboston.o rg See Appendix A

2% 10 days 2% 15 days

1%

Weisman consulting LLC Paul Weisman 617-413-4291 paul@smart-conversations.com See Appendix A

1% 10 days 0.75% 15 days 0.5% 20 days

15%

Wellesley Cove LLC Mete Tuzcu 617-633-7948 metetuzcu@wellesley cove.com See Appendix A

4% 10 days 4% 15 days 2% 20 days 1% 30 days

3%

WGI, Inc. Angela Biagi 561-687-2220 Angela.Biagi@wginc.c om See Appendix A

0.3% 10 days 0.2% 15…