MANAGEMENT, ORGANIZATIONAL AND BUSINESS IMPROVEMENT SERVICES (MOBIS)

Transcription

1 Management Organizatinal and Business Imprvement Services (MOBIS) MOBIS Schedule N. GS-10F-0623N General Services Administratin Authrized Federal Supply Schedule Price List MANAGEMENT, ORGANIZATIONAL AND BUSINESS IMPROVEMENT SERVICES (MOBIS) FSS Grup: SCHEDULE 874 SIN 874-1: SIN 874-2: SIN 874-6: SIN 874-7: Cnsulting Services Facilitatin Services Privatizatin Supprt Services and Dcumentatin and Acquisitin Supprt Prgram Integratin and Prject Management Services, LLC 9701 Apll Drive, Suite 445 Larg, Maryland Telephne: (301) Fax: (301) Cntract Number: GS-10F-0623N Cntract Perid: Optin Perid 1: Octber 1, 2008 Thrugh September 30, 2013 On-line access t cntract rdering infrmatin, terms and cnditins, up-t-date pricing, and the ptin t create an electrnic delivery rder are available thrugh GSA Advantage! TM, a menu driven database system. The INTERNET address fr GSA Advantage! TM is Fr mre infrmatin n rdering frm Federal Supply Schedules click n the FSS Schedules buttn at 1

2 Management Organizatinal and Business Imprvement Services (MOBIS) MOBIS Schedule N. GS-10F-0623N TABLE OF CONTENTS SECTION I /CUSTOMER INFORMATION SECTIONII/ EXPERIENCE SECTION III/ LABOR CATEGORIES AND PRICE LIST 2

3 Management Organizatinal and Business Imprvement Services (MOBIS) MOBIS Schedule N. GS-10F-0623N A. Cntractr Infrmatin: SECTION I / CUSTOMER INFORMATION, LLC 9701 Apll Drive, Suite 445, Larg, Maryland Cntact Infrmatin: Name Alex Peacck Lynda Cash Title President Directr, Administratin Address 9701 Apll Drive 9701 Apll Drive, Suite 445 Suite 445 Larg, Maryland Larg, Maryland Telephne # (301) (301) Fax # (301) (301) address alexpeacc@al.cm LyndaCP@al.cm Business Type/Size: Certified Business/Small Disadvantaged Business Discunts: Prices shwn are Net Prices; basic discunts have already been deducted. Additinal discunts may be available based n size and duratin f task rder. DUNS Number: B. Cntract Terms and Cnditins Business Strategy Cnsultants Price List and GSA Schedule N. GS-10F-0623N 1. Table f awarded special item numbers: SIN 874-1: Cnsulting Services SIN 874-2: Facilitatin Services SIN 874-6: SIN 874-7: Privatizatin Supprt Services and Dcumentatin Supprt (A-76) and Acquisitin Services Prgram Integratin and Prject Management Services 3

4 Management Organizatinal and Business Imprvement Services (MOBIS) MOBIS Schedule N. GS-10F-0623N 2. Maximum rder. $3,000, Minimum rder. $ Gegraphic cverage (delivery area). Cntractr will prvide dmestic and verseas delivery. 5. Pint(s) f prductin (city, cunty, and State r freign cuntry) Apll Drive, Suite 445 Larg, Maryland Discunt frm list prices r statement f net price. Gvernment net prices (discunts already deducted) 7. Quantity discunts. Nne 8. Prmpt payment terms. 1%/10 days; NET 30 days 9. a. Ntificatin that Gvernment purchase cards are accepted at r belw the micr-purchase threshld. N 9b. Ntificatin whether Gvernment purchase cards are accepted r nt accepted abve the micr-purchase threshld.: N 10. Freign items (list items by cuntry f rigin). Nne 11a. Time f delivery. (Cntractr insert number f days.) T be determined n each Delivery Task Order 11b. Expedited Delivery. The Cntractr will insert the sentence Items available fr expedited delivery are nted in this price list. under this heading. The Cntractr may use a symbl f its chsing t highlight items in its price lists that have expedited delivery. Cntact Alex Peacck, President, Business Strategy Cnsultants, LLC t expedite delivery. 4

5 Management Organizatinal and Business Imprvement Services (MOBIS) MOBIS Schedule N. GS-10F-0623N 11c. Overnight and 2-day delivery. The Cntractr will indicate whether vernight and 2-day delivery are available. Als, the Cntractr will indicate that the schedule custmer may cntact the Cntractr fr rates fr vernight and 2-day delivery. Cntact Alex Peacck, President, Business Strategy Cnsultants, LLC fr vernight and 2-day delivery rates. 11d. Urgent Requirements. The Cntractr will nte in its price list the Urgent Requirements clause f its cntract and advise agencies that they can als cntact the Cntractr s representative t affect a faster delivery. Cntact Alex Peacck, President, Business Strategy Cnsultants, LLC fr rates. 12. F.O.B. pint(s). Destinatin 13a. Ordering address(es) Apll Drive, Suite 445, Larg, Maryland b. Ordering prcedures: Fr supplies and services, the rdering prcedures, infrmatin n Blanket Purchase Agreements (BPA s), and a sample BPA can be fund at the GSA/FSS Schedule hmepage (fss.gsa.gv/schedules). Cntactr is t simply include this statement as Item 13b. 14. Payment address(es)., LLC 9701 Apll Drive, Suite 445, Larg, Maryland Warranty prvisin. N/A 16. Exprt packing charges, if applicable. Cntact Alex Peacck, President, fr rates. 17. Terms and cnditins f Gvernment purchase card acceptance (any threshlds abve the micr-purchase level). Nne 18. Terms and cnditins f rental, maintenance, and repair (if applicable) N/A 19. Terms and cnditins f installatin (if applicable).n/a 5

6 Management Organizatinal and Business Imprvement Services (MOBIS) MOBIS Schedule N. GS-10F-0623N 20. Terms and cnditins f repair parts indicating date f parts price lists and any discunts frm list prices (if applicable). N/A 20a. Terms and cnditins fr any ther services (if applicable) N/A 21. List f service and distributin pints (if applicable). N/A 22. List f participating dealers (if applicable) N/A 23. Preventive maintenance (if applicable). N/A 24a. Special attributes such as envirnmental attributes (e.g., recycled cntent, energy efficiency, and/r reduced pllutants). N/A 24b. If applicable, indicate that Sectin 508 cmpliance infrmatin is available n Electrnic and Infrmatin Technlgy (EIT) supplies and services and shw where full details can be fund (e.g. cntractr s website r ther lcatin.) The EIT standards can be fund at: N/A 25. Data Universal Number System (DUNS) number Uncmpensated Overtime (Indicate if used). N/A 6

7 Management Organizatinal and Business Imprvement Services (MOBIS) MOBIS Schedule N. GS-10F-0623N EXECUTIVE SUMMARY SECTION II/EXPERIENCE Business Strategy Cnsultants was established in January 2001 as a prfessinal services firm that specializes in acquisitin management, prject management, accunting and finance. Our firm specializes in the afrementined prfessinal services and ffers prfessinal skills t enable bth public sectr and private industry rganizatin t imprve their efficiency and t becme mre effective in the affrmentined areas. Business Strategy Cnsultants is pstured t supprt bth public sectr rganizatins and private industry rgainzatins with expert resurces and strategic business management supprt in the areas f acqusitin management, prject management and finance and accuntinf management. We are cmmitted t helping clients master and manage the cmplexities f the prfessinal management t help achieve the bjectives desired. Business Strategy Cnsultants s missin is t enable ur clients t be mre effective in the cmplex wrld f management by prviding wrld-class business management services in a cst effective manner. We realize that the nly way t create and sustain superir perfrmance fr ur custmers is t prvide experienced, knwledgeable, dedicated and cmmitted resurces t ur clients. We prvide excellent supprt t ur custmers with innvative service and superir quality supprt. We are cnstantly imprving ur management skills base by recruiting and acquiring prfessinal resurces that have knwledge f bth the private and public sectrs. Business Strategy Cnsultants ffers specialized prfessinals wh slve business prblems in the area f Cnsulting Services, Facilitatin Services, Acquisitin Supprt Services, Privatizatin Supprt Services & Dcumentatin (A-76), and Prgram Integratin And Prject Management Services. Business Strategy Cnsultants ffers ur clients a team f experts with mre than 125 years f business management and prject management skills and related subject matter experience t help them cmpete in the cmmercial and gvernment sectrs. Business Strategy Cnsultants cnsultants have the ability t develp acquisitin strategies, review and analyze RFP's, interpret specificatins, evaluate supplier prpsals, lead a cntract negtiatin team and implement cntract management plans glbally. Business Strategy Cnsultants gives clients the flexibility t utsurce their entire prcurement and prgram management peratins, r any cst effective part theref, in the dmestic r internatinal marketplace. We enable ur clients t achieve critical business bjectives t be successful in the glbal ecnmy. We build lng-term client relatinships based n mutual trust and respect. We help clients meet strategic business bjectives and we prvide them with quality resurces and supprt services. Bth private sectr and public sectr rganizatins are being asked t respnd t radical change t imprve perfrmance and t becme cst effective. As a result, Business Strategy Cnsultants can prvide an individually tailred, dynamic set f prcesses t 7

8 Management Organizatinal and Business Imprvement Services (MOBIS) MOBIS Schedule N. GS-10F-0623N measurably imprve perfrmance and prvide the ability t anticipate and respnd effectively t future changes. Business Strategy Cnsultants is certified by the U.S. Small Business Administratin (SBA) as an 8(a) business. In additin, we are certified by the District f Clumbia Gvernment as a Lcal Small Disadvantaged Enterprise. We are a cmpany dediciated t quality services and we place a high value n business ethics. Business Strategy Cnsultants ffers services fr the fllwing MOBIS SINs: SIN CONSULTING SERVICES SIN FACILITATION SERVICES SIN PRIVATIZATION SUPPORT SERVICES AND DOCUMENTATION ACQUISITION SERVICES SIN PROGRAM INTEGRATION AND PROJECT MANAGEMENT SERVICES Business Strategy Cnsultants adheres t all applicable FAR Cst Accunting Standards fr Fixed Price and Cst Plus cntracts. We track ur cst by utilizing cst accunting practices f recrding ur time and expenditures by custmer and accunt. Emplyees utilize timesheets t recrd time fr services rendered t clients and cst fr expenditures are recrded based n the client r effrt that directly benefits frm the effrt. Business Strategy Cnsultants has n wrked in majr prjects that include prcurement and cntract management fr cnstructin, infrmatin technlgy supprt and services, health and human care services, prject management f business prgrams, facilitatin and training services fr large and small rganizatins and privatizatin studies. These prjects have included supprt t bth the federal gvernment and state and lcal gvernments. Our federal clients have included: The U.S. Department f Educatin, the U.S. Federal Cmmunicatins Cmmissin, the U.S. General Services Administratin, the Curt Services and Supervisin Agency the Department f Defense, the U.S. Department f Labr, the Natinal Oceanic and Atmspheric Administratin. The state and lcal gvernments supprted include the Maryland State Gvernment, the Washingtn Suburban Sanitatin Cmmissin, the Prince Gerge s Cunty Gvernment and District f Clumbia Gvernment. Business Strategy Cnsultants recgnizes that successful perfrmance depends n having the right skills and experience. These skills and experience, in turn, are acquired thrugh the prper mix f educatin and prfessinal experience. Mre and mre, we find that the skills needed t meet task rder perfrmance, address tday's prblems and tmrrw's challenges require individuals with varying levels f educatin, specialized knwledge and experience. The crrect cmbinatin f these three elements is ften unique and dependent n the particular requirements assciated with the wrk being perfrmed. Business Strategy Cnsultants has emplyees and alliances with independent cnsultants and firms t fill t wrk any cmplex prject. 8

9 Management Organizatinal and Business Imprvement Services (MOBIS) MOBIS Schedule N. GS-10F-0623N Our team f prfessinal cnsultants have demnstrated experience in varius areas related t the GSA MOBIS SINS referenced abve and have the required expertise and capabilities t deliver high perfrmance, lw risk, cst-efficient slutins, and therefre BEST VALUE fr ur clients. 9

10 Management Organizatinal and Business Imprvement Services (MOBIS) MOBIS Schedule N. GS-10F-0623N CORPORATE EXPERIENCE Business Strategy Cnsultants has prvided a full range f acquisitin streamlining and prcess imprvement cnsulting and advisry services including assistance in designing surce selectin prcedures t meet agency needs and imprving the quality f the evaluatin prcess and surce selectin decisins. Als, we have prvided assistance t agencies in designing, mnitring and imprving their internal prcesses fr generating adequate surce selectin dcumentatin and ensuring that past perfrmance recrds are sufficient t justify cnsequential prcurement actins. In additin, Business Strategy Cnsultants staff has lng and in-depth experience with the bureaucratic and regulatry aspects f the Gvernment cntracting prcess, and have prvided such services t bth public and private clients. We have wrked n develping prcurement plans, preparing Request Fr Prpsals (RFP), develped evaluatin plans, negtiatin plans, prepared determinatins and findings dcuments t justify prcurement actins and supprted agencies t identify the surces f acquisitin prblems and t recmmend crrective actins such as the revisin f the frmat fr prcurement dcumentatin and the develpment f new surce selectin methdlgies. Members f the firm are available t cnsul with agency persnnel invlved in the design and preparatin f slicitatin dcuments. Business Strategy Cnsultants has advised several private clients n methds t imprve their cmpliance with gvernment cntracting requirements and t enhance their perfrmance under gvernment cntracts. This was dne thrugh a variety f cmpliance techniques such as internal and external auditing, prviding line managers with tailred cmpliance checklists and decisin making matrices, and mapping the internal relatinships between business units t identify areas f ptential cmpliance risk. Our cmpliance services are designed t wrk seamlessly with client s existing business systems s that cmpliance becmes an integral part f the cmpany s rdinary business prcesses, instead f an extraneus (and inefficient) system superimpsed ver ther prcesses. Business Strategy Cnsultants has als prvided prgram management supprt services in the management f the planning and develpment f cmplex prgrams fr bth the federal gvernment agencies and state and lcal gvernments in the prgram areas f infrmatin technlgy, acquisitin management, cnstructin management supprt and finance and accunting management supprt. In supprting theses agencies Business Strategy Cnsultants prvided prgram versight, and prject management leadership. On privatizatin supprt services and dcumentatin, Business Strategy Cnsultants prvided internal planning t supprt privatizatin initiatives fr health care services, preparatin f in-huse and internal cst estimates fr healthcare privatizatin initiatives, the develpment f perfrmance based statements f wrk fr prcurement refrm 10

11 Management Organizatinal and Business Imprvement Services (MOBIS) MOBIS Schedule N. GS-10F-0623N initiatives and an evaluatin and cmparisn f in-huse estimates t external bids fr the wrk cnsidered. SIN PRIVATIZATION SUPPORT SERVICES AND DOCUMENTATION Business Strategy Cnsultants has supprted agency effrts in the area f privatizatin including initial planning, the generatin f apprpriate metrics fr assessing the csts f privatizatin, drafting cntract clauses/slicitatin prvisins, and studying cmparisn with stated requirements, and advising and cnsulting n slicitatin design and prcurement prcedures. Business Strategy Cnsultants has in-depth experience with f the Gvernment cntracting prcess, and has prvided advice and cnsultatin t bth the federal gvernment and state and lcal gvernment agencies in cnnectin with privatizatin. Our cnsultants have prvided guidance and bjective reviews t assist agency persnnel in preparing the dcumentatin supprting and justifying decisins in the privatizatin area. Business Strategy Cnsultants privatizatin supprt is structured based n the requirements f OMB Circular A-76 and applicable instructins and plicies gverning the privatizatin f Gvernment services. We have supprted privatizatin activities frm initial evaluatin f candidates thrugh develpment f the rganizatin prcesses and, ultimately, the cmpetitive surcing prcess. Business Strategy Cnsultants persnnel have studied the full spectrum f assistance required t cnduct management studies. These services have included rganizatinal structure analyses, shuld cst and activity based cst studies, and benchmark studies f third-party individual- r enterprise-wide services. We als assist clients with selecting the candidate services/prcesses t be included in privatizatin actins by examining the pssible candidates and by develping functin-related entities. Thrugh management studies, we have identified essential functins t be perfrmed; determine perfrmance factrs; and determine rganizatinal structure, staffing, and perating prcedures. Output frm these studies prvides the baseline fr develping the perfrmance wrk statements, and cst estimates. Privatizatin Prject Services assist rganizatins t meet the challenges f the A-76 prcess by prviding planning services that cver all aspects f the prcess. This service cnsists f identifying privatizatin candidates thrugh the establishment f rganizatin guidelines and threshlds. We als assist with the planning required t execute the A-76 prcess fr thse entities that already have been designated as candidates. The planning addresses the schedule required t cmplete the prcess, resurces required, and ther cnsideratins (such as allwances fr prtest and appeals). We prvide a template fr the rganizatin t fllw in carrying ut the A-76 prcess. When necessary, we prvide 11

12 Management Organizatinal and Business Imprvement Services (MOBIS) MOBIS Schedule N. GS-10F-0623N rganizatin members with the instructin and rientatin necessary t familiarize these members with their rles and respnsibilities during the study. Prviding Acquisitin Supprt can include the cnduct f an A-76 actin, which is similar t ther acquisitin prblems. Typically, we act as an agent f the cgnizant agency rganizatin t assist with develping acquisitin strategy, prducing the dcumentatin required, develping evaluatin criteria, evaluating respnses, and assisting with any prtest r appeals dcumentatin. Administrative Appeals Prcess Assistance services include dcumentatin supprt fr recnstructing the acquisitin r privatizatin prcess: cmplete histry f the decisins made in reaching the MEO, assumptins abut csts, requirements generating the wrk statements, evaluatin criteria ratinale, and evaluatin prcesses. Our service is aimed at reducing an agency s expsure t time delays and increased csts fr prtest/appeal actins. SIN PROGRAM INTEGRATION AND PROJECT MANAGEMENT Business Strategy Cnsultants has ffered assistance t ensure that prjects are based n an verall plan that addresses bjectives, budget, identificatin and allcatin f resurces, nging quality cntrl, and evaluatin. Business Strategy Cnsultants prgram integratin and prject management services ensure that the rganizatin s resurces are prtected by best practices, which ensure time and cst effective slutins. Business Strategy Cnsultants services fr SIN include the prgram integratin and prject management services listed belw: Prject Definitin and Structure: Business Strategy Cnsultants have perfrmed the fllwing Prject Management and Prgram Integratin services: Develpment f prject gals and bjectives Definitin f prject rles and respnsibilities Assignment f prgram/prject management structure Definitin and reprting f prject team structures Develpment f a prject cmmunicatin plan Identificatin f prject success factrs Definitin f key prject deliverables Frmulatin f prject perfrmance measures Establishment and mnitring f schedule requirements Develpment f framewrk fr establishing and mnitring the prject budget Mnitring f multiple prjects Definitin f Prgram Requirements perfrmed: Business Strategy Cnsultants have 12

13 Management Organizatinal and Business Imprvement Services (MOBIS) MOBIS Schedule N. GS-10F-0623N Oversight and supervisin f prcess design t cllect and define requirements Management and versight f data cllectin apprach, scpe, and methdlgies Mnitring f schedule and sequence f activities Crdinatin and the interrelatinship f parts and tasks, including missing r required activities Identificatin and alignment f prgram incnsistencies Definitin and assignment f supplemental rles and activities Cnfirmatin f fee and time requirements Alternative Strategy Definitin Business Strategy Cnsultants have staff members and cnsultants wh are experts in: Leading the establishment f evaluatin criteria Managing the develpment f alternative prject ptins and scenaris Managing the develpment and analysis f financial perfrmance Overseeing the structure, frmat, and message cmmunicated in presentatins Overseeing building cnsensus fr successful alternative Assisting and evaluating the varius ptins Assisting the develpment f recmmendatins and building cnsensus with Agency leadership Cntractr Management Develpment and crdinatin f scpes f wrk Establishment f framewrk agreements and cntracts Develpment f shrt-lists f prspective cntractrs and cnsultants Crdinatin f the RFP prcess Participatin in the evaluatin and selectin f prpsals Facilitating rientatin and ramp-up Mnitring delivery f cntractr services Implementatin Management Reviewing design fr cmpliance with prject POR, schedule, and prject gals and bjectives Develping framewrk fr mnitring cmpliance f Offerr activities and deliverables t lease terms Advising n cmpliance f the Offerr with the lease dcument Mnitring cmpliance t key lease cmpnents (budget, schedule, deliverables, quality) 13

14 Management Organizatinal and Business Imprvement Services (MOBIS) MOBIS Schedule N. GS-10F-0623N SECTION III/PRICING Business Strategy Cnsultants prpses t prvide services under the fllwing GSA MOBIS Special Item Numbers (SINS): SIN CONSULTING SERVICES SIN FACILATATION SERVICES SIN PRIVATIZATION SUPPORT SERVICES & DOCUMENTATION (A-76) SIN PROGRAM INTEGRATION AND PROJECT MANAGEMENT SERVICES LABOR CATEGORIES AND DESCRIPTIONS ALL SINs: 874-1, 874-1RC, 874-2, 874-2RC, 874-6, 874-6RC, and 874-7RC Business Strategy Cnsultants team f cnsultants each have extensive cnsulting experience perating at varius senir management levels and perating managers fr Frtune 500 and the public sectr. Business Strategy Cnsultants recgnizes that successful perfrmance depends n having the right skills and experience. These skills and experience, in turn, are acquired thrugh the prper mix f educatin and prfessinal experience. Mre and mre, we find that the skills needed t meet task rder perfrmance, address tday's prblems and tmrrw's challenges require individuals with varying levels f educatin, specialized knwledge and experience. The crrect cmbinatin f these three elements is ften unique and dependent n the particular requirements assciated with the wrk being perfrmed. Therefre, Business Strategy Cnsultants MOBIS Schedule utilizes equivalencies between experience and educatin that allw us t take the full measure f an individual's capabilities. The jb descriptins defined in this sectin prvide the general guidelines fr each labr categry, hwever reasnable cnsideratin may be used fr determining the ptimal cmbinatin f experience and educatin fr each task. Labr Categry: SENIOR COST ANALYST Educatin: B.A. r B.S. degree in business, ecnmics, engineering r related field. General Experience: 8 years f prfessinal experience r 8 years and MBA r Masters degree in related field. Specialized Experience: Experience in cst analysis with a demnstrated ability t supervise and lead a team f analysts. 14

15 Management Organizatinal and Business Imprvement Services (MOBIS) MOBIS Schedule N. GS-10F-0623N Duties: Must satisfy all cst analysis activities. Capable f leading a team f cst/junir cst analyst. Ensures that all task requirements have been satisfied. Respnsible fr reprting status f cst analyst/estimating activities t the Prgram Manager. Must be knwledgeable f cmmn investment analysis practices including life cycle cst estimating cst benefit analysis cst effectiveness analysis and business case analysis. Must have understanding f the Office f Management and Budget and Department f Defense cst estimating circulars including OMB A-11, OMB A-76, OMB A-94 and DD May als have knwledge f cst estimating tls and their methdlgies. Labr Categry: COST ANALYST Educatin: B.A. r B.S. degree in business, ecnmics, engineering r related field. General Experience: 5 years f general experience. Specialized Experience: Experience in cst analysis, reflecting increasing respnsibilities in prject cst analysis / estimating. Duties: Must satisfy all Junir Cst Analyst activities. Must als be knwledgeable f cmmn investment analysis practices including: life cycle cst estimating, cst benefit analysis, cst effectiveness analysis and business case analysis. Must have understanding f the Office f Management and Budget and Department f Defense cst estimating circulars including OMB A-11, OMB A-76, OMB A-94 and DD May als have knwledge f cst estimating tls and their methdlgies. Labr Categry: JUNIOR COST ANALYST Educatin: B.A. r B.S. degree in business, ecnmics, engineering r related field General Experience: Up t 2 years f cst analyses/estimating experience. Specialized Experience: Nne Duties: Must be able t cllect and analyze data and rganize it in a standard wrk breakdwn structure. Must have knwledge f cst methdlgies and cst mdeling applicatins, including Micrsft Excel. Must als be knwledgeable f time value f mney, net present value, real US nminal dllars and ther cmmn cst estimating practices. 15

16 Management Organizatinal and Business Imprvement Services (MOBIS) MOBIS Schedule N. GS-10F-0623N Labr Categry: SENIOR ACCOUNTING ANALYST Educatin: B.A. r B.S. degree, CPA, General Experience: 8 years f accunting and financial management experience, including at least 5 years f increasing respnsibilities as a team leader r first level supervisr. Specialized Experience: Experience in peratinal accunting r auditing with demnstrated ability t supervise r lead a team f accunting analysts. Psses a thrugh knwledge f gvernment financial and accunting plicies, standards and systems requirements such as the CFO Act 1990, OMB Regulatins, GAAP, FASAB. Must demnstrate experience in wrking with multi-year/n-year apprpriatins and differing apprpriatins (e.g. O&M and Prcurement), and a thrugh understanding f budgetary and prprietary accunting principles. Duties: Servers as a leader ensuring that a grup f analysts are wrking in cncert t systematically integrate business, cst accunting and financial reprting with management prcesses t ensure the efficient stewardship f public funds. Will be able t prvide guidance n the accurate recrding f cmplex accunting events, apply apprpriate cst accunting techniques and pssess and understanding f the principles f financial statement cmpilatin. Must be able t assess peratinal weaknesses, perfrm prcess imprvement analysis and recmmend crrective slutins. Is able t assess prducts and r prcedures fr cmpliance with gvernment standards, accunting principles, internal cntrls and multi-tiered systems applicatin standards. Has the ability t crrelate the interrelatinships between cre accunting requirements and autmated slutins, cnsidering the current system envirnment and the ptential integratin f added systems. Manages cmpletin f wrk within the time frame specified by the client, ensuring that all requirements are met. Prepares milestne status reprts and presentatins fr clleagues, subrdinates and end user representatives. Is familiar with activity based csting, perfrmance based csting, business case analysis and utsurcing requirements. Labr Categry: ACCOUNTING ANALYST Educatin: B.A. r B.S. degree General Experience: 5 years f accunting and financial management experience. Specialized Experience: Experience in accunting/financial management in a gvernment envirnment with a demnstrated ability in areas such as cst and financial 16

17 Management Organizatinal and Business Imprvement Services (MOBIS) MOBIS Schedule N. GS-10F-0623N accunting techniques, accunting peratins and business management. Pssess thrugh knwledge f gvernment financial and accunting plicies and system requirements. Duties: Serves as a team member, helping t ensure that a grup f analysts are wrking in cncert t systematically integrate business, cst accunting, and financial reprting with management prcesses t ensure the efficient stewardship f public funds. Can prvide guidance n the accurate recrding f cmplex accunting events, apply apprpriate cst accunting techniques and pssess an understanding f the principles f financial statement cmpilatin. Pssess the ability t assess peratinal weaknesses, perfrm prcess imprvement analysis, and craft crrective slutins. Is able t assess prducts and r prcedures fr cmpliance with gvernment standards, accunting principles, internal cntrls, and multi-tiered systems applicatin standards. Understands the interrelatinships between cre accunting requirements and autmated slutins, cnsidering the current system envirnment and the ptential integratin f added systems. Cmpletes wrk within the time frame specified by the client, ensuring that all requirements are met. Is familiar with activity based csting, perfrmance based csting, business case analysis and utsurcing requirements. Labr Categry: JUNIOR ACCOUNTING ANALYST Educatin: B.A. r B.S. degree General Experience: Up t 2 years f accunting experience Specialized Experience: Experience in accunting/financial management in a gvernment envirnment. Duties: Serves as a junir member f grup f analyst wh are wrking in cncert t systematically integrate business, cst accunting and financial reprting with management prcesses t ensure the efficient stewardship f public funds. In the perfrmance f task wrk, applies an understanding f accunting practices and principles when cnducting data gathering analysis, and recnciliatin. Prvides supprt t prcess imprvement analysis assessments. Cgnizant f interrelatinships between financial management requirements and autmated slutins, cnsidering the current system envirnment and the ptential integratin f added systems cncurrently r later. May be familiar with activity based csting, perfrmance based csting, business case analysis and utsurcing requirements. 17

18 Management Organizatinal and Business Imprvement Services (MOBIS) MOBIS Schedule N. GS-10F-0623N Labr Categry: DOCUMENTATION SPECIALIST Educatin: A.A. degree General Experience: Three (3) years f experience in technical writing and dcumentatin Specialized Experience: Experience in preparing technical dcumentatin, which is t include researching fr applicable standards. Duties: Gathers, analyzes and cmpses technical infrmatin. Cnducts research and ensures the use f prper technical terminlgy. Translates technical infrmatin int clear, readable dcuments t be used by technical and nn-technical persnnel. Labr Categry: ENTRY LEVEL ANALYST Educatin: B.A. r B.S. degree General Experience: Up t 1 year wrk experience in a business envirnment. Specialized Experience: Nne Duties: Serves as a junir member f a grup f analyst wh are wrking in cncert t systematically integrate business, cst estimating and financial management prcesses t ensure the efficient stewardship f public funds. Pssesses a general understanding f business peratins. Under supervisin, must be able t assess prducts and prcedures fr cmpliance with gvernment standards and sund financial management principles. May be familiar with gvernment financial management, activity based csting, business case analysis and/r utsurcing requirements. Labr Categry: SENIOR PROCUREMENT SPECIALIST Educatin: B.A. r B.S. degree. An advanced degree r acquisitin certificatin is preferred (CPCM, CACM, r certificate prgram) General Experience: Eight years f prgressive experiences supprting and develping large, majr, r cmplex gvernment prcurements. Pssess in-depth knwledge f the Federal Acquisitin Regulatins and agency specific regulatins and have current and demnstrated experience with acquisitin streamlining initiatives and refrms. The Senir Prcurement Specialist has practical knwledge f the varius acquisitin 18

19 Management Organizatinal and Business Imprvement Services (MOBIS) MOBIS Schedule N. GS-10F-0623N appraches t include full and pen cmpetitin, cst plus and fixed price cntracts, Gvernment Wide Agency Cntracts and blanket purchase agreements, and is able t frmulate the apprpriate dcumentatin fr the varius appraches. The Senir Prcurement Specialist has experience in leading and managing ther acquisitin prfessinals and demnstrates gd rganizatin skills and excellent cmmunicatins skills. Specialized Experience: Experience in handling large and cmplex prcurements in a variety f industries frm prcurement planning thrugh cntract executin. The Senir Prcurement Specialist has demnstrated experience ffering recmmendatins t multiple sizes and types f rganizatin regarding strategies fr majr acquisitins. The Senir Prcurement Specialist has demnstrated the ability t prvide recmmendatins cncerning the establishment r rganizatinal partnerships, and t develp risk management strategies. The Senir Prcurement Specialist has demnstrated expertise in all life cycle phase f cntracting, including pre-award phase f cntracting (acquisitin planning, slicitatin surce selectin and award), and pst award cntract administratin, as well as cntract prblems identificatin, analysis and reslutin. Duties: Perfrms strategic planning n acquisitin appraches, especially fr cmplex and first time prcurements. Participates in the structuring f RFPs fr cmplex and technlgy prcurements and develps RFP and cntract dcumentatin. Fr majr prcurements, develps cntract line item structures, reduces technical requirements int lgical framewrks and unambiguus specificatins and statements f wrk, leads develpment f evaluatin criteria and evaluatin schemes and crafts prject unique cntract clauses. Develps the requisite planning and justificatin dcumentatin fr apprval f majr prcurements and supprts and defends the prcurement t apprval authrities. Labr Categry: PROCUREMENT SPECIALIST Educatin: B.A. r B.S. degree. Fur years f experience and attendance at a gvernment acquisitin wrkfrce training (e.g. DAWIA) maybe substituted fr degree. General Experience: Fur years f prgressive experience supprting and develping gvernment prcurements. Pssess knwledge f the rganizatin and cntents f the Federal Acquisitin Regulatins (FAR), and agency specific regulatins and be current and knwledgeable f acquisitin streamlining initiatives and refrms. The Prcurement Specialist has understanding f the use f the varius acquisitin appraches, e.g. full and pen cmpetitin, cst plus and fixed price cntracts, Gvernment Wide Agency Cntracts and blanket purchase agreements, and is able t frmulate dcumentatin fr the varius appraches. Demnstrates gd rganizatin and writing skills. Specialize Experience: Experience in handling large and cmplex prcurements frm prcurement planning thrugh cntract executin. The Prcurement Specialist has 19

20 Management Organizatinal and Business Imprvement Services (MOBIS) MOBIS Schedule N. GS-10F-0623N demnstrated expertise in all life cycle phase f cntracting, including the pre-award phase f cntracting (acquisitin planning, slicitatin, surce selectin and award) and pst award cntract administratin, as well as cntract prblem identificatin, analysis and reslutin. Duties: Develps acquisitin plans and ther prcurement justificatins and apprval dcumentatin, surce selectin plans including develpment f evaluatin criteria, cntract line item structures, statements f wrk, task statements, cntract mdificatins and cntract crrespndence. Perfrms cntract administratin. Labr Categry: JUNIOR PROCUREMENT SPECIALIST Educatin: AA. degree. General Experience: Up t 2 years f experience and attendance at federal gvernment acquisitin wrkfrce training (e.g. DAWIA) may be substituted fr a degree. One year f experience supprting gvernment prcurement activities. Pssess a basic understanding f rganizatin and cntents f the Federal Acquisitin Regulatins (FAR) and agency specific regulatins. The Junir Prcurement Specialist has a basic understanding f varius cntract types, e.g. cst plus fixed fee, award fee, fixed price cntracts, and Gvernment Wide Agency Cntracts. The Junir Prcurement Specialist is knwledgeable f the prcess required t issue a cntract r wrk rder fr services r equipment. Specific Experience: Nne Duties: Crdinates with mre senir prcurement specialist and prject managers t ensure timely prcessing and tracking f dcuments as they mve thrugh the acquisitin prcess. Incrprates changes int existing dcumentatin. Maintains cntract files fr prcurement requests, funding dcuments, frmal rders and cntracts, and all fficial crrespndence. Labr Categry: SUBJECT MATTER EXPERT, LEVEL III Educatin: B.A. r B.S. degree. Master Degree r specialized field certificatin General Experience: 15 years f experience in the field f financial management accunting, cst estimating business prcess imprvement, accunting systems, infrmatin technlgy applicatins, ecnmics r statistics. Specialized Experience: Experience in new and related legacy technlgy directly related t financial systems. 20

21 Management Organizatinal and Business Imprvement Services (MOBIS) MOBIS Schedule N. GS-10F-0623N Duties: Prvides technical, managerial and administrative directin fr prblem definitin, analysis, requirements develpment and implementatin fr cmplex t extremely cmplex financial systems r financial issues. Makes recmmendatins and advises n rganizatin-wide systems imprvements, ptimizatin r maintenance effrts in integrated financial management systems: specifically, infrmatin systems architecture, business prcess imprvement, netwrking, telecmmunicatins, autmatin, cmmunicatin prtcls, risk management, electrnic analysis, sftware, life cycle management, sftware develpment methdlgies, mdeling and simulatin, and capable f prviding cmplex statistical mdeling and analysis. Labr Categry: SUBJECT MATTER EXPERT, LEVEL II Educatin: B.A. r B.S. degree. Master Degree r specialized field certificatin General Experience: 12 years f experience in the field f financial management accunting, cst estimating business prcess imprvement, accunting systems, infrmatin technlgy applicatins, ecnmics r statistics. Specialized Experience: Experience in new and related legacy technlgy directly related t financial systems. Duties: Prvides technical, managerial and administrative directin fr prblem definitin, analysis, requirements develpment and implementatin fr cmplex t extremely cmplex financial systems r financial issues. Makes recmmendatins and advises n rganizatin-wide systems imprvements, ptimizatin r maintenance effrts in integrated financial management systems: specifically, infrmatin systems architecture, business prcess imprvement, netwrking, telecmmunicatins, autmatin, cmmunicatin prtcls, risk management, electrnic analysis, sftware, life cycle management, sftware develpment methdlgies, mdeling and simulatin, and capable f prviding cmplex statistical mdeling and analysis. Labr Categry: SUBJECT MATTER EXPERT, LEVEL I Educatin: B.A. r B.S. degree. Master Degree r specialized field certificatin General Experience: 8 years f experience in the field f financial management accunting, cst estimating business prcess imprvement, accunting systems, infrmatin technlgy applicatins, ecnmics r statistics. Specialized Experience: Experience in new and related legacy technlgy directly related t financial systems. 21

22 Management Organizatinal and Business Imprvement Services (MOBIS) MOBIS Schedule N. GS-10F-0623N Duties: Prvides technical, managerial and administrative directin fr prblem definitin, analysis, requirements develpment and implementatin fr cmplex t extremely cmplex financial systems r financial issues. Makes recmmendatins and advises n rganizatin-wide systems imprvements, ptimizatin r maintenance effrts in integrated financial management systems: specifically, infrmatin systems architecture, business prcess imprvement, netwrking, telecmmunicatins, autmatin, cmmunicatin prtcls, risk management, electrnic analysis, sftware, life cycle management, sftware develpment methdlgies, mdeling and simulatin, and capable f prviding cmplex statistical mdeling and analysis. Labr Categry: INFORMATION TECHNOLOGY RESEARCHER Educatin: B.A. r B.S. degree General Experience: Up t 2 years f experience in this area Specialized Experience: Nne Duties: Cnducts research tasks assigned by mre senir numbers f the cnsulting staff. Searches literature; cnducts surveys and experimental tasks; cllects analyzes and summarizes data. Cntributes t client reprts as directed including dcumentatin preparatin, writing editing, prductin crdinatin and graphics. Labr Categry: PROGRAM MANAGER Educatin: B.A. r B.S. degree in business r infrmatin technlgy related field. Master Degree ptinal General Experience: Twelve years f accunting, financial r business experience, including 8 years f increasing respnsibilities in assignments, supervisin and management. Specialized Experience: Experience in financial management, cst estimating prcurement strategic planning and executin, r business management. Must be capable f leading prjects that invlve the successful management f multi-functinal teams. Specialized experience includes prject develpment, expertise in management and cntrl f funds and resurces, demnstrated capability in managing multiple tasks. Duties: Perfrms day-t-day management f verall cntract supprt peratins, pssibly invlving multiple prjects and grups f persnnel at multiple lcatins. Organizes, 22

23 Management Organizatinal and Business Imprvement Services (MOBIS) MOBIS Schedule N. GS-10F-0623N directs and crdinates the planning and prductin f all cntract supprt activities. Demnstrates written and ral cmmunicatin skills. Has authrity and respnsibility t identify and cmmit resurces required t supprt effrt. Establishes and alters (as necessary) crprate management structure t direct effective cntract supprt activities. Develps and enfrces quality cntrl prgrams. Labr Categry: JUNIOR PROGRAM MANAGER Educatin: B.A., r B.S. degree in business r infrmatin technlgy related field. General Experience: Six years f accunting, financial r business experience, including 4 years f increasing respnsibilities in assignment supervisin and management. Specialized Experience: Experience in accunting, financial, cst estimating, prcurement strategic planning and executin, r business management. Must be capable f leading prjects that invlve the successful management f multi-functinal teams. Specialized experience includes prject develpment, expertise in management and cntrl f funds and resurces, demnstrated capabilities in managing multiple tasks. Duties: Perfrming day-t-day management f verall cntract supprt peratins, pssibly, invlving multiple prjects and grups f persnnel at multiple lcatins. Organizes, directs and crdinates the planning and prductin f all cntract supprt activities. Demnstrates written and ral cmmunicatins skills. Has authrity and respnsibility t identify and cmmit resurces t supprt effrt. Establishes and alters (as necessary) crprate management structure t direct effective cntract supprt activities. Develps and enfrces quality cntrl prgrams. Labr Categry: PROJECT MANAGER Educatin: B.A. r B.S. degree General Experience: Ten years f accunting, financial r business experience, including 5 years f increasing respnsibilities in assignment supervisin and management. Specialized Experience: Experience in the direct supervisin f cst estimating, prcurement strategic planning and executins r business management. Duties: Under the guidance f the Prgram Manager, is respnsible fr the verall management f specific task rder(s) and insuring that the technical/financial slutins and schedules in the specific delivery rders are implemented in a timely manner. Organizes, directs and crdinates the planning and prductin f all activities assciated 23

24 Management Organizatinal and Business Imprvement Services (MOBIS) MOBIS Schedule N. GS-10F-0623N with assigned delivery rder prjects. Demnstrates cmpetent writing and ral cmmunicatin skills. Ensures quality prducts and services are delivered. Labr Categry: FINANCIAL MANAGER Educatin: B.A. r B.S. degree General Experience: Twelve years f financial management experience, including 7 years f increasing respnsibilities including supervisry duties. Specialized Experience: Experience in financial management with demnstrated ability t supervise r lead a team f financial management prfessinals. Pssess a thrugh knwledge f gvernment financial management and accunting systems requirements. Must demnstrate experience in wrking with multi-year/n-year apprpriatins and differing apprpriatins (e.g. O&M and Prcurement) Duties: Serves as a leader ensuring that a grup f financial management prfessinals are wrking in cncert with autmated cmplex business practices within time frame specified by the custmer and that all f the requirements are met. Must be able t assess prducts and prcedures fr cmpliance with gvernment standards, accunting principles and multi-tiered systems applicatin standards. Must be able t grasp interrelatinships between financial management requirements and autmated slutins cnsidering the current system envirnment and the ptential integratin f added systems cncurrently r later. Prepares all milestne dcumentatin and presentatins fr senir managers, clleagues and subrdinates. Can present materials befre versight authrity fr the client and/r prepare Prgram Managers fr briefings and presentatins. Is thrughly familiar with activity based csting, perfrmance based csting, business case analysis and utsurcing requirements. Labr Categry: FINANCIAL ANALYST General Experience: Five years f financial management experience Specialized Experience: Experience in financial management/accunting in a gvernment envirnment with a demnstrated ability in areas such as cst estimating, prcurement strategic planning and executin r business management. Pssess a thrugh knwledge f gvernment financial and accunting plicies and systems Duties: Serves as a member f grup f analysts wh are wrking in cncert t systematically integrate business, cst estimating and financial management prcesses t ensure the efficient stewardship f public funds. Must be able t supprt the frmulatin 24

25 Management Organizatinal and Business Imprvement Services (MOBIS) MOBIS Schedule N. GS-10F-0623N f strategic financial plans, prepare cst estimates and crrelate financing requirements int executable budgets. Pssesses thrugh knwledge f the allcatin, executin and administratin f apprved budgets. Must be able t assess prducts and prcedures fr cmpliance with gvernment standards, accunting principles, internal cntrls and multi-tiered system applicatin standards. Must be able t grasp interrelatinships between financial management requirements and autmated slutins, cnsidering the current system envirnment and the ptential integratin f added systems cncurrently r later. Ensures that task are cmpleted in the time frame specified by the client and assists in the preparatin f milestne status reprts and presentatin fr clleagues, subrdinates and end user representatives. Shuld be familiar with activity based csting, perfrmance based csting, business case analysis and utsurcing requirements. Labr Categry: JUNIOR FINANCIAL ANALYST Educatin: B.A. r B.S. degree General Experience: Up t tw years f financial management experience Specialized Experience: Experience in financial management/accunting in a gvernment envirnment. Duties: Serves as a junir member f grup f analysts wh are wrking in cncert t systematically integrate business, cst estimating and financial management prcesses t ensure the efficient stewardship f public funds. Pssesses an understanding f the budget allcatin, executin and administratin prcess. Has the ability t mnitr and track bligatins and expenditure f funds, detect, recncile and remedy fiscal discrepancies, and prvide cst effective, insightful reprting t decisin makers. Under supervisin, must be able t assess prducts and prcedures fr cmpliance with gvernment standards, accunting principles and multi-tiered system applicatin standards. Cgnizant f interrelatinships between financial management requirements and autmated slutins, cnsidering the current system envirnment and the ptential integratin f added systems cncurrently r later. May be familiar with activity based csting, perfrmance based csting, business case analysis and utsurcing requirements. Labr Categry: SENIOR FINANCIAL ANALYST Educatin: B.A. r B.S. degree General Experience: 8 years f financial management experience, including at least five years f increasing respnsibilities as a team leader f first level supervisr. 25

26 Management Organizatinal and Business Imprvement Services (MOBIS) MOBIS Schedule N. GS-10F-0623N Specialized Experience: Experience in financial management with demnstrated ability t supervise r lead a team f financial analysts. Pssess a thrugh knwledge f gvernment financial and accunting plices and systems requirements. Must demnstrate experience in wrking with multi-year/n year apprpriatins and differing apprpriatins (e.g. O&M and Prcurement). Duties: Serves as a leader ensuring that a grup f analysts are wrking in cncert t systematically integrate business, cst estimating and financial management prcesses t ensure the efficient stewardship f public funds. Must be able t frmulate strategic financial plans, prepare cst estimates and crrelate financing requirements int executable budgets. Must be able t assess prducts and r prcedures fr cmpliance with gvernment standards, accunting interrelatinships between financial management requirements and autmated slutins, cnsidering the current system envirnment and the ptential integratin f added systems. Manages cmpletin f wrk within the time frame specified by the client, ensuring that all requirements are met. Prepares milestne status reprts and presentatins fr clleagues, subrdinates and end user representatives. Is familiar with activity based csting, perfrmance based csting, business case analysis and utsurcing requirements. Labr Categry: SENIOR FINANCIAL SYSTEMS ANALYST Educatin: B.A. r B.S. degree r related experience. General Experience: 8 years f cmbined financial management and systems engineering experience. Specialized Experience: Experience in financial management/accunting fr the gvernment. Pssess a thrugh knwledge f gvernment financial and accunting systems and current technlgical envirnments such as the Internet, Client/Server, and Object Oriented related systems. Duties: Manages a team f analysts in ptimizing and autmating cmplex business practices given deadlines and milestnes specified by the client. Directs the gathering f user requirements and translating int wrkable autmated slutins. In-depth knwledge f database architectures, bject riented design and systems implementatin. Capable f assessing prducts and prcedures fr cmpliance with gvernment standards, accunting principles, internal cntrls, and multi-tiered systems applicatin standards. Must be able t lead all stages f a prject s life cycle, including the creatin and mnitring f 26