Professional Services Schedule (PSS) - MSI
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Management Systems International 200 S 12th Street, Ste 1200 Arlington, VA 22202 +1 703-979-7100 msiworldwide.com Professional Services Schedule (PSS) [SINs 520-1/520-1RC, 520-2/520-2RC, 520-3/520-3RC, 520-5/520-5RC, 520-13/520-13RC] Financial and Business Solutions (FABS) [SINs 541-2/541-2RC, 541-1000/541-1000RC] Advertising and Integrated Marketing Solutions (AIMS) [SINs 874-1/874-1RC, 874-4/874-4RC, 874-7/874-7RC] Mission Oriented Business Integrated Services (MOBIS) Federal Supply Group: Industrial Group: 00CORP Federal Supply Service Class: 8742 On-line access to contract ordering information, terms and Contract Number: GS00F280GA conditions, up-to-date pricing, and the option to create an elec- Contract Period: 7/17/2017 to 7/16/2022 plus three 5-year tronic delivery order are available through GSA Advantage!™, a option periods menu-driven database system. The INTERNET address for GSA DUNS#: 048407589 Advantage!™, is: http://www.gsaadvantage.gov TIN #: 52-121-5041 Business Size: Large
Contents Professional Services Schedule (PSS). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Introduction.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Customer Information.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Financial and Business Solutions (FABS).. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Advertising and Integrated Marketing Solutions (AIMS). . . . . . . . . . . . . . . . 8 Mission Oriented Business Integrated Services (MOBIS) . . . . . . . . . . . . . . . 9 Sample of clients and services provided. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 PSS Labor Category Descriptions and Qualifications. . . . . . . . . . . . . . . . . . . 13 Labor Category Descriptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Labor Category Pricing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Proposed Labor Categories.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 ODCs.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 PSS Schedule 2
Introduction Management Systems International (MSI) is a highly qualified, 700-person consulting firm based in Washington, D.C. MSI, a Tetra Tech Company, MSI helps clients solve complex development is a Washington, DC metro challenges, often in areas torn apart by hunger area international develop- and violence. MSI’s projects help stabilize com- ment firm that has delivered munities and countries emerging from conflict, development results glob- improve government accountability, and bolster ally for more than three decades. MSI implements civil society. We also generate analytical content nearly 100 projects around the world such as that underpins USAID programming decisions, in Jordan, Morocco, Lebanon, Syria, Pakistan, and has conducted nearly 1,000 evaluations in Afghanistan, Colombia and Mexico. As one of 100 countries since its founding. MSI’s capabilities the leading companies in our field, MSI has part- span nine practice areas: strategic management nered with more than 80 organizations across and performance improvement (including moni- all sectors of international development with toring and evaluation); education; leadership and clients ranging across the U.S. Government organizational development; democracy, human (including USAID, the State Department, FEMA, rights, and governance; decentralization and Peace Corps, MCC, Department of Agriculture, public sector management; peace and stability; Defense Logistics Agency, FDA, Small Business transparency and accountability; and civil society, Administration, National Science Foundation, youth and inclusion. In addition to its headquar- NASA, Defense Logistics Agency, others), the World ters, MSI maintains project offices in 35 countries Bank, UNDP, national and local governments, and has worked in more than 100 countries. NGOs, think tanks, foundations and universities. For more information on MSI, please visit our website at www.msiworldwide.com. PSS Schedule 3
Customer Information 1a. Table of Awarded Special Item Number(s) 2. Maximum Order: $1,000,000 with appropriate cross-reference to page N ote: A delivery order that exceeds the maxi- numbers: mum order may be placed with the contractor selected in accordance with ordering provi- • 520-1/520-1RC: Program Financial Advisor sions provided. The order will be placed under • 520-2/520-2RC: Transaction Specialist the schedule contract. The maximum order threshold for an agency placing orders under • 520-3/520-3RC: Due Diligence And Support this contract is $1,000,000 for all Special Services Item Numbers (SINs). If your order exceeds • 520-5/520-5RC: Loan Servicing & Asset $1,000,000, we encourage you to seek further Management price reductions with the service provider. The • 520-13/520-13RC: Complementary maximum order level acts as a trigger device Financial Management Services for ordering agencies to request better pric- ing and terms. There is no maximum value for • 541-2/541-2RC: Public Relations Services individual task orders. • 541-1000/541-1000RC: Other Direct Costs (ODCs) are expenses other than labor 3. Minimum Order: $100 hours • 874-1/874-1RC: Integrated Consulting 4. G eographic Coverage (Delivery Area): Services FOB Domestic and Overseas • 874-4/874-4RC: Training Services 5. P oint(s) of production (city, county, and • 874-7/874-7RC: Integrated Business state Program Support Services or foreign country): Same As Contractor 1b. Identification of the lowest priced model 6. D iscount from list prices or statement of number and lowest unit price for that model net price: Yes for each special item number awarded in the contract. This price is the Government 7. Quantity discounts: None price based on a unit of one, exclusive of any quantity/dollar volume, prompt payment, or 8. Prompt payment terms: None any other concession affecting price. Those contracts that have unit prices based on the 9a. Notification that Government purchase geographic location of the customer, should cards are accepted up to the micro-pur- show the range of the lowest price, and cite chase threshold: Yes the areas to which the prices apply: See item 6 below 9b. Notification whether Government pur- chase cards are accepted or not accepted above the micro-purchase threshold: Contact Contractor PSS Schedule 4
10. F oreign items (list items by country of 18. T erms and conditions of rental, mainte- origin): None nance, and repair (if applicable): N/A 11a. T ime of Delivery (Contractor insert num- 19. Terms and conditions of installation ber of days): Specified on the Task Order (if applicable): N/A 11b. E xpedited Delivery. The Contractor will 20. T erms and conditions of repair parts insert the sentence “Items available for indicating date of parts price lists and any expedited delivery are noted in this price discounts from list prices (if applicable): list.” under this heading. The Contractor N/A may use a symbol of its choosing to highlight items in its price list that have 20a. Terms and conditions for any other ser- expedited delivery: Contact Contractor vices (if applicable): N/A 11c. O vernight and 2-day delivery. The 21. L ist of service and distribution points (if Contractor will indicate whether overnight applicable): N/A and 2-day delivery are available. Also, the Contractor will indicate that the sched- 22. List of participating dealers (if applicable): ule customer may contact the Contractor N/A for rates for overnight and 2-day delivery: Contact Contractor 23. Preventive maintenance (if applicable): N/A 11d. U rgent Requirements. The Contractor will note in its price list the “Urgent 24. E nvironmental attributes, e.g., recycled Requirements” clause of its contract and content, energy efficiency, and/or reduced advise agencies that they can also contact pollutants: N/A the Contractor’s representative to effect a faster delivery: Contact Contractor 25. D ata Universal Numbering System (DUNS) number: 048407589 12. F.O.B Points(s): Destination 26. N otification regarding registration in 13. Ordering Address(es): Same as Contractor Central Contractor Registration (CCR) database: 14. Payment address(es): Same As Contractor Registered; DUNS # 048407589 15. Warranty provision: None 16. Export Packing Charges (if applicable): N/A 17. T erms and conditions of Government purchase card acceptance (any thresholds above the micro-purchase level): Contact Contractor PSS Schedule 5
520-1/520-1RC PROGRAM FINANCIAL ADVISOR - Assist agencies on cross-cut- ting issues, asset marketability, program development, trust or other monetary fund management / benefit administra- tion, equity monitoring, originations, and addresses any other considerations regarding the acquisition, management and/ or resolution of an asset. 520-2/520-2RC TRANSACTION SPECIALIST - Assist agencies in all asset reso- lution related areas including valuation / pricing, portfolio stratification, restructuring and disposition strategies which best meet agency goals. Make specific recommendations as to the best execution. Conduct a sale or other disposi- tion vehicle. Provide marketing expertise, budget and credit [SINs 520-1/520-1RC, reform analyses. 520-2/520-2RC, 520-3/520-3RC, 520-3/520-3RC 520-5/520-5RC, DUE DILIGENCE AND SUPPORT SERVICES - Assist agencies in 520-13/520-13RC] the confirmation and validation of specific elements of an agency’s portfolio of assets. Collect and organize data from an Financial agency’s files or a third party source, create asset inventory database, provide support for asset sales (e.g., asset valua- and Business tions, investor war room and asset packaging, and closings), develop quality / information controls. Solutions 520-5/520-5RC (FABS) LOAN SERVICING & ASSET MANAGEMENT - Assist agencies in servicing, monitoring and maintaining loan assets which may include establishing loan database, remittance processing, verify and update borrower data, issue forms and correspon- dence, process loan cancellations and consolidations, billing services, credit bureau reporting, and transfer and discharge loans. Provide servicing of troubled loans which may include borrower negotiations, restructuring, foreclosure and super- vision of the sale of the collateral and workout agreements. PSS Schedule 6
[SINs 520-1/520-1RC, 520-13/520-13RC 520-2/520-2RC, COMPLEMENTARY FINANCIAL MANAGEMENT SERVICES - Assess 520-3/520-3RC, and improve financial management systems, financial report- 520-5/520-5RC, ing and analysis, strategic financial planning, financial policy 520-13/520-13RC] formulation and development. Devise and implement per- formance measures, conduct special cost studies, perform Financial actuarial services, perform economic and regulatory analy- sis, assist with financial quality assurance efforts, perform and Business benchmarking. Solutions (FABS) PSS Schedule 7
541-2/541-2RC PUBLIC RELATIONS SERVICES - Services provided under this SIN include, but are not limited to the following components: providing customized media and public relation services such as the development of media messages and strategies; pro- viding recommendations of media sources for placement of campaigns; preparing media materials such as, background materials, press releases, speeches and presentations and press kits. Other related services may fall under the following categories: executing media programs, conducting press con- ferences, scheduling broadcast and/or print interviews, public relations and crisis communications media training, such as, training of agency personnel to deal with media and media responses, media alerts and press clipping services related activities to public relations services. NOTE: Any commissions received for media placement, conference planning, etc. will [SINs 541-2/541-2RC, either (a) be returned to the ordering agency or (b) applied as a credit to the cost of the project, whichever the ordering 541-1000/541-1000RC] agency prefers. Advertising 541-1000/541-1000RC and Integrated OTHER DIRECT COSTS (ODCS) are expenses other than labor hours - All ODCs proposed must be directly related and only Marketing purchased in conjunction with advertising & integrated marketing services offered under the 541 SIN group. Possible ODCs may include such items such as subcontract labor, Solutions audio/visual equipment, facility rental, commercial produc- tion, media costs, booth space rental, etc. NOTE: Special (AIMS) Instructions: The work performed under SIN 541 1000 shall be associated with the 541 SIN group, which is limited to adver- tising & integrated marketing services. Other Direct Costs shall be an integral part of the total advertising & integrated marketing solution offered and shall not be the primary purpose of the work ordered. Other Direct Costs may only be ordered in conjunction with, or in support of, supplies or services purchased under the 541SIN group. Offerors will be required to provide additional information to support a deter- mination that proposed Other Direct Costs are commercially offered in support of one or more of the Advertising & inte- grated Marketing SIN(s) on the PSS Schedule. NOTE: Travel and per diem are not considered Other Direct Costs and will be addressed at the Task Order level. NOTE: Any commissions received for media placement, conference planning, etc. will either (a) be returned to the ordering agency or (b) applied as a credit to the cost of the project, whichever the ordering agency prefers. PSS Schedule 8
874-1/874-1RC INTEGRATED CONSULTING SERVICES - Contractors shall pro- vide expert advice and assistance in support of an agency’s mission-oriented business functions. Services covered by this SIN include: Management or strategy consulting, including research, evaluations, studies, analyses, scenarios/simula- tions, reports, business policy and regulation development assistance and strategy formulation * Facilitation and related decision support services * Survey services, using a variety of methodologies, including survey planning, design, and devel- opment; survey administration; data validation and analysis; reporting, and stakeholder briefings *Advisory and assistance services in accordance with FAR 37.203 NOTE: Consulting ser- vices where the preponderance of work is specifically covered under other PSS SINS or GSA Schedules are not permitted [SINs 874-1/874-1RC, under this SIN. NOTE: Legal, consulting, and audit services 874-4/874-4RC, pertaining to financial matters are not covered under this SIN. 874-7/874-7RC] Refer to 520 SINs. Consulting services relating to public rela- tions are not covered under this SIN. Refer to SIN 541-2, Public Mission Relations Services. Oriented 874-4/874-4RC TRAINING SERVICES - Instructor Led Training, Web Based Business Training and Education Courses, Course Development and Test Administration, Learning Management, Internships - Proposed Integrated courses shall be commercially-available off-the-shelf train- ing and/or educational courses that are delivered via an Services Instructor-led (i.e. traditional classroom setting or confer- ence/seminar) and/or web-based (i.e. Internet/Intranet, software packages and computer applications) system. (MOBIS) Courses shall have a defined course title, length of time (i.e. hours, days, semesters, etc.), description of material to be taught (i.e. syllabi, table of contents, etc.), and whether materials are included in the price. (i.e. books, pamphlets, software, etc.). Support materials not included may be offered under SIN 100 03. Proposed professional services shall be in support of planning, creating, and/or executing testing and test administration, learning management, internship, or development of new courses or subject matter delivered via an instructor-led (i.e. traditional classroom setting or con- ference/seminar) and/or web-based (i.e. Internet/Intranet, software packages and computer applications) system. Proposed customization services are the result of planning, creating, and/or executing a proprietary format and may PSS Schedule 9
[SINs 874-1/874-1RC, be priced as a flat rate or as Labor/hours using professional 874-4/874-4RC, labor categories (i.e. Subject Matter Experts (SMEs), Program Managers, Project Managers, Research Assistant, Technical 874-7/874-7RC] Specialist, etc.), subject matter(s), Systems requirements and Mission methodology(ies) to be used should be stated. Acquisition training will be accomplished under SIN 874-8. Functional industry-specific training covered under other schedules will Oriented not be accomplished under this SIN. A customized course(s) shall include labor categories (i.e. Subject Matter Experts Business (SMEs), Program Managers, Project Managers, Research Assistant, Technical Specialist, etc.), subject matter(s), and Integrated methodology(ies) to be used. Services 874-7/874-7RC INTEGRATED BUSINESS PROGRAM SUPPORT SERVICES - (MOBIS) Contractors shall provide services to assist agencies in managing their mission-oriented business projects or pro- grams and achieving mission performance goals. Services covered by this SIN include: * All phases of program or proj- ect management, from planning to closeout. * Operational/ administrative business support services in order to carry out program objectives. NOTE 1: Program support services where the preponderance of work is specifically covered under other PSS SINS or GSA Schedules are not permitted under this SIN. NOTE 2: Administrative support services are authorized under this SIN; however, they must be provided in conjunction with other professional business services covered under this Schedule and must be performed under the supervision of the contractors Project or Program Manager. Personal services as defined in FAR are prohibited under MOBIS. PSS Schedule 10
Sample of clients and services provided Over the years, MSI has delivered management improvement services to a wide range of federal and international agencies, as illustrated by the following selected examples (references provided on request): US Agency for International Development Federal Mediation and Conciliation Service Agency-wide installation of Program Development of GPRA strategic plan and first Performance System for Strategic Management; annual performance plan. reengineering training; training in career management for women; Unit Management National Academy of Public Administration Improvement Program. Case study development and assistance in writ- ing report on federal agencies’ progress in results US Department of State act compliance. Assessment of civil society’s involvement in anti-corruption programs in six countries that Corporation for National and Community are members of the Stability Pact Anticorruption Services (CNCS) Initiative (SPAI). Technical interventions to improve budgeting and performance measurement. Federal Emergency Management Agency Strategic management and performance part- Department of Health and Human Services nerships training for senior management. Facilitation of the process of consultation with public stakeholders in support of the develop- U.S. Fish & Wildlife Service ment of The Department of Health and Human Technical assistance to develop GPRA strategic Services strategic plan. Design and production plan and annual performance plan; facilita- support for strategic plan document. tion of strategic planning for National Wildlife Refuge System/National Conference facilitation; US Department of Labor workforce analysis and planning; organizational Monitoring, Evaluation and Training Support ser- assessment of the U.S. Fish & Wildlife Service; vices to the Bureau of International Labor Affairs. national customer satisfaction survey. PSS Schedule 11
US Department of Labor, Office of Foreign President’s Council on Food Safety Relations and Office of Child Labor Facilitation and consultation services to Development and installation of project-level develop a comprehensive national food safety strategic planning and performance monitoring strategic plan. system; delivery of training in project plan- ning, monitoring, and evaluation; conducting Defense Logistics Agency mid-term and final evaluations and develop- Training in team building tactics and negotia- ing surveys and data collection instruments in tion skills. response to GPRA reporting requirements. Federal Quality Institute and National National Aeronautics and Space Labor Relations Board Administration (NASA) Strategic management training. Seminar on modernizing large defense contractors. Peace Corps Facilitation of improved collaboration with key National Science Foundation stakeholders. Development and implementation of survey of scientific and engineering research facilities. U.S. Department of Agriculture, Agricultural Research Service (ARS) Small Business Administration Business process improvement; use of par- Agency-wide organizational improvement exer- ticipatory methodology, known as “Lean cise; design implementation of Experimental Enterprise,” to facilitate an agency-wide process Districts Program; establishment of perfor- of engaging senior managers and empow- mance management program for Office of ering line employees to generate ideas for Women’s Business Operations. improvement. National Performance Review Federal U.S. Department of Agriculture, Foreign Communicators Network Agricultural Service (FAS) Strategic communications seminars for 500 Development and installation of results-ori- federal communicators. ented monitoring system for program-level planning, management and reporting; strategic Food and Drug Administration Center planning and evaluation; Farm Service Agency- for Food Safety and Nutrition (CFSAN) reengineering travel administration. Leadership coaching to help managers improve their leadership and management skills, Millennium Challenge Corporation (MCC) strengthen their organizational relationships, Holds the MCC Capacity Building Assessment, and better organize and prioritize their work. Training and Related Support Services Indefinite Quantity Contract (IQC). PSS Schedule 12
PSS Labor Category Descriptions and Qualifications Each of the labor categories below represents different experiential levels in the following areas: Practice Areas • Decentralization & Public Sector • Peace & Stability Management • Leadership & Organizational Development • DRG Analytics & Training • Strategic Management & Performance • Education Improvement • Transparency & Accountability • Civil Society, Youth & Inclusion • Health Systems PSS Schedule www.msiworldwide.com 13 | 10
Labor Category Descriptions Principal/Expert/Trainer Management-level supervisory or specialized technical assistance services or senior training services. Advises and assists in the comprehensive planning and setting of priorities for program initiatives and activities. Typically will serve as the team leader of the effort, directing approach and managing the contractor’s solutions. Supervises and directs technical staff and holds primary responsibility for program progress. Senior Associate/Assistant Trainer Senior-level technical assistance services, senior administrative services, or senior-level training services. Knowledge and skills of pertinent regulations, policies and precedents which affect the use of program and related support resources in the functional area. Coordinates with contractor man- agement and Government personnel to ensure that the issue has been properly defined and that the solution will satisfy Government requirements. Responsible for overall technical, business, and financial management of programs and projects. Prepares and communicates program status, prog- ress and results. Defines and develops technical approaches for solving complex problems. Ensures availability and effective use of company resources to achieve customer requirements and goals. Holds responsibility for program progress. Associate/Training Coordinator Mid-level technical assistance and administrative services or training coordination services. Demonstrated experience in organizing, scheduling and facilitating technical reviews. Knowledge and skill in applying analytical and evaluative methods and techniques to issues concerning the effi- ciency and effectiveness of program operations. Develops technical approaches for solving complex problems. Support Staff Junior-level technical assistance, as well as routine administrative, secretarial, and operations sup- port as required by the Task Order, in support of the scope of work requirements. The minimum educational and work experience requirements for each labor category are outlined in the following table. PSS Schedule 14
Labor Category Pricing This table below is applicable to all SINs, except 541-1000. YEAR 1 YEAR 2 YEAR 3 YEAR 4 YEAR 5 AWARDED LABOR SITE 7/17/2017 to 7/17/2018 to 7/17/2019 to 7/17/2020 to 7/17/2021 to CATEGORY 7/16/2018 7/16/2019 7/16/2020 7/16/2021 7/16/2022 Principal/ Both $263.45 $269.51 $275.71 $282.05 $288.54 Expert/ Trainer Senior Associate/ Both $196.57 $201.09 $205.72 $210.45 $215.29 Assistant Trainer Associate/ Training Both $146.31 $149.68 $153.12 $156.64 $160.24 Coordinator Support Staff Both $87.33 $89.34 $91.39 $93.50 $95.65 The Service Contract Act (SCA) is applicable to this contract as it applies to the entire Professional Services Schedule (PSS): PSS Schedule and all services provided. While no specific labor categories have been identified as being subject to SCA due to exemptions for professional employees (FAR 22.1101, 22.1102 and 29 CFR 541.300), this contract still maintains the provisions and protections for SCA eligible labor categories. If and / or when the Contractor adds SCA labor categories / employees to the contract through the modification process, the Contractor must inform the Contracting Officer and establish a SCA matrix identifying the GSA labor category titles, the occupational code, SCA labor category titles and the applicable WD number. Failure to do so may result in cancellation of the contract. PSS Schedule 15
Proposed Labor Categories Education And Work Experience Minimum Requirements PLUS MINIMUM YEARS LABOR CATEGORY ACADEMIC DEGREE OF RELEVANT WORK EXPERIENCE Principal/Expert/ Master’s* 18 Trainer Senior Associate/ Bachelors 12** Assistant Trainer Associate/Training Bachelors 8** Coordinator Support Staff Associates*** 1 * A Bachelors plus two years of experience may be substituted for a Master’s. ** A relevant Master’s degree may be substituted for two years of experience. *** Two years of additional experience may be substituted for an Associate’s Degree. PSS Schedule 16
ODCs SUPPORT PRODUCT/ LABOR CEILING PRICE/RATE SIN(s) (ODCs) OFFERED TO GSA 541-1000/541-1000RC Name Tags (100) $53.80 541-1000/541-1000RC LCD Projector $586.07 541-1000/541-1000RC Master Screen $131.57 541-1000/541-1000RC Letern/Podium $59.80 541-1000/541-1000RC Wireless Microphone $149.51 541-1000/541-1000RC Wireless Remote Control $41.86 541-1000/541-1000RC Video Recording Camera $448.53 541-1000/541-1000RC Recording Technician $65.78 541-1000/541-1000RC Meeting Room Screen $47.84 Post-it Self Adhesive 541-1000/541-1000RC $53.82 Flipchart with Markers 541-1000/541-1000RC Computer Speaker $29.90 541-1000/541-1000RC Facility Rental (one day) $7,373.77 541-1000/541-1000RC Coffee Breaks - Beverage $4,040.33 541-1000/541-1000RC Coffee Breaks – Food $3,787.72 541-1000/541-1000RC Binder - Six Pack $67.21 541-1000/541-1000RC Web-hosting (one year) $25.86 PSS Schedule 17
For additional information on how MSI can assist you, please contact: PSS Project Manager MSI.GSA-PSS@msi-inc.com / tel: 703-979-7100 www.msiworldwide.com PSS Schedule 18
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