Federal Acquisition Service Authorized Federal Supply Schedule Price List
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1 Federal Acquisition Service Authorized Federal Supply Schedule Price List On-line access to contract ordering information, terms and conditions, up-to-date pricing, and the option to create an electronic delivery order is available through GSA Advantage!, a menu-driven database system. The INTERNET address for GSA Advantage! is: Professional Services Schedule PSS Financial and Business Solutions (FABS) Mission Oriented Business Integration Services (MOBIS) Federal Supply Group: PSS Contract Number: GS00F143CA Price List Current through Modification #CM-A473, Effective October 1, 2015 For more information on ordering from Federal Supply Schedules click on the FSS Schedules button at Contract Period: 06/04/ /03/2020 : Business Size: Grant Thornton, LLP 333 John Carlyle Street, Suite 500 Alexandria, VA Large Telephone: (703) FAX Number: (703) Web : regina.samuels@us.gt.com Contract Administration: Regina B Samuels
2 CUSTOMER INFORMATION: 1a. Table of Awarded Special Item Number(s) with appropriate cross-reference to page numbers: FABS Special Item Numbers SIN Recovery SIN Description RC Accounting RC Budgeting RC Complementary Financial Management Services RC Loan Servicing & Asset Management RC Financial & Performance Audits RC Complementary Audit Services MOBIS Special Item Numbers SIN Recovery SIN Description RC Integrated Consulting Services RC Training Services: Instructor Led Training, Web Based Training and Education Courses, Course Development and Test Administration RC Acquisition Management Support RC Integrated Business Program Support Services 1b. Labor Rates: See Page 4 1c. Labor Category Descriptions: See Page Maximum Order: $1,000, Order: $ Geographic Coverage (delivery Area): Domestic and Overseas 5. Point(s) of production (city, county, and state or foreign country): Same as Company Address 6. Discount from list prices or statement of net price: Government Net Prices (discounts already deducted) 7. Quantity discounts: None Offered 8. Prompt payment terms: Net 30 days 9a. Notification that Government purchase cards are accepted up to the micro-purchase threshold: Yes 9b. Notification whether Government purchase cards are accepted or not accepted above the micro-purchase threshold: Will Accept Over $3, Foreign items (list items by country of origin): None 11a. Time of Delivery ( insert number of days): Specified on the Task Order 11b. Expedited Delivery: Contact 11c. Overnight and 2-day delivery: Contact 2
3 11d. Urgent Requirements: Contact 12. F.O.B Points(s): Destination 13a. Ordering Address(es): Same as 13b. Ordering procedures: For supplies and services, the ordering procedures, information on Blanket Purchase Agreements (BPA s), and a sample BPA can be found at the GSA/FSS Schedule homepage (fss.gsa.gov/schedules). 14. Payment Address(es): Same as Company Address 15. Warranty Provision: s Standard Commercial Warranty 16. Export Packing Charges (if applicable): N/A 17. Terms and conditions of Government purchase card acceptance (any thresholds above the micropurchase level): Contact 18. Terms and conditions of rental, maintenance, and repair (if applicable): N/A 19. Terms and conditions of installation (if applicable): N/A 20. Terms and conditions of repair parts indicating date of parts price lists and any discounts from list prices (if applicable): N/A 20a. Terms and conditions for any other services (if applicable): N/A 21. List of service and distribution points (if applicable): N/A 22. List of participating dealers (if applicable): N/A 23. Preventive maintenance (if applicable): N/A 24a. Environmental attributes, e.g., recycled content, energy efficiency, and/or reduced pollutants: N/A 24b. If applicable, indicate that Section 508 compliance information is available on Electronic and Information Technology (EIT) supplies and services and show where full details can be found (e.g. contactor s website or other location.) The EIT standards can be found at: Data Universal Numbering System (DUNS) number: Notification regarding registration in Central Registration (CCR) database: Registered 27. Final Pricing: The rates shown in the Price List include the Industrial Funding Fee (IFF) 0.75% 3
4 GRANT THORNTON LLP GSA CONSOLIDATED SCHEDULE PRICELIST Mission Oriented Business Integration Services (MOBIS) SIN(s) Labor Category Education Experience or Customer Unit of Issue Base Period GSA RATE 874-1, 874-6, Partner Bachelors 10 Both Hour $ , 874-6, Director Bachelors 10 Both Hour $ , 874-6, Experienced Senior Manager Bachelors 9 Both Hour $ , 874-6, Senior Manager I Bachelors 8 Both Hour $ , 874-6, Senior Manager II Bachelors 6 Both Hour $ , 874-6, Manager I Bachelors 5 Both Hour $ , 874-6, Manager II Bachelors 4 Both Hour $ , 874-6, Manager III Bachelors 3 Both Hour $ , 874-6, Senior Associate I Bachelors 3 Both Hour $ , 874-6, Senior Associate II Bachelors 3 Both Hour $ , 874-6, Senior Associate III Bachelors 2 Both Hour $ , 874-6, Associate I Bachelors 0 Both Hour $ , 874-6, Associate II Bachelors 0 Both Hour $ Based on EPA may apply. SIN(s) Labor Category Education Experience or Customer Unit of Issue Jun 4, Jun 3, 2016 Jun 4, Jun 3, 2017 Base Period Jun 4, Jun 3, 2018 Jun 4, Jun 3, 2019 Jun 4, Jun 3, , 874-6, Senior Consultant I Bachelors 3 Both Hour $ $ $ $ $ , 874-6, Senior Consultant II Bachelors 2 Both Hour $ $ $ $ $ , 874-6, Senior Consultant III Bachelors 1 Both Hour $ $ $ $ $ , 874-6, Consultant I Bachelors 1 Both Hour $ $ $ $ $
5 SIN(s) Labor Category Education Experience or Customer Unit of Issue Jun 4, Jun 3, 2016 Jun 4, Jun 3, 2017 Base Period Jun 4, Jun 3, 2018 Jun 4, Jun 3, 2019 Jun 4, Jun 3, , 874-6, Consultant II Bachelors 0 Both Hour $95.42 $97.33 $99.28 $ $ , 874-6, Intern** High School 0 Both Hour $81.15 $82.77 $84.43 $86.12 $87.84 ** SCA labor category Training Courses SIN(s) Course Title Course Length Participants or Customer Unit of Issue Base Period GSA Rate Business Strategic Planning 1 Day 40 Customer Class $4, Business Strategic Planning Performance Measurement 2 Days 40 Customer Class $8, Day 40 Customer Class $4, Performance Measurement 2 Days 40 Customer Class $8, Information Technology (IT) Strategic Planning Information Technology (IT) Strategic Planning 1 Day 40 Customer Class $4, Days 40 Customer Class $8, Business Process Engineering (BPR) 1 Day 40 Customer Class $4, Business Process Engineering (BPR) 2 Days 40 Customer Class $8, Activity-Based Cost Management 1 Day 40 Customer Class $4, Activity-Based Cost Management 2 Days 40 Customer Class $8, A-76 Analysis 1 Day 40 Customer Class $4, A-76 Analysis 2 Days 40 Customer Class $8, Privatizing Government Services 1 Day 40 Customer Class $4,
6 SIN(s) Course Title Course Length Participants or Customer Unit of Issue Base Period GSA Rate Privatizing Government Services 2 Days 40 Customer Class $8, ISO 9000/ Day 40 Customer Class $4, ISO 9000/ Days 40 Customer Class $8,
7 Financial and Business Solutions (FABS) SIN(s) Labor Category Education Experience or Customer Unit of Issue Base Period GSA RATE 520-5,, , , Engagement Partner Bachelors 10 Both Hour $ , , , , Partner/Principal Bachelors 10 Both Hour $ Based on EPA may apply. SIN(s) Labor Category Education Experience or Customer Unit of Issue Jun 4, Jun 3, 2016 Jun 4, Jun 3, 2017 Base Period Jun 4, Jun 3, 2018 Jun 4, Jun 3, 2019 Jun 4, Jun 3, , , , Senior Manager Bachelors 8 Hour $ $ $ $ $ , , , Manager Bachelors 5 Hour $ $ $ $ $ , , , Senior Consultant Bachelors 3 Hour $ $ $ $ $ , , , Consultant Bachelors 0 Hour $ $ $ $ $ , , , Administrator High School 1 Both Hour $66.96 $68.23 $69.53 $70.85 $72.20 Experienced Audit Senior Manager Bachelors 9 Hour $ $ $ $ $ Audit Senior Manager Bachelors 8 Hour $ $ $ $ $ New Audit Senior Manager Bachelors 7 Hour $ $ $ $ $ Experienced Audit Manager Bachelors 7 Hour $ $ $ $ $ Audit Manager Bachelors 6 Hour $ $ $ $ $ New Audit Manager Bachelors 5 Hour $ $ $ $ $ Senior Audit Associate III Bachelors 4 Hour $ $ $ $ $ Senior Audit Associate II Bachelors 3 Hour $ $ $ $ $ Senior Audit Associate I Bachelors 2 Hour $ $ $ $ $ Audit Associate II Bachelors 1 Hour $ $ $ $ $ Audit Associate I High School 0 Hour $94.29 $96.08 $97.91 $99.77 $ Audit Assistant High School 2 Hour $80.14 $81.66 $83.21 $84.80 $
8 SIN(s) Labor Category Education Experience or Customer Unit of Issue Jun 4, Jun 3, 2016 Jun 4, Jun 3, 2017 Base Period Jun 4, Jun 3, 2018 Jun 4, Jun 3, 2019 Jun 4, Jun 3, , , , Senior Manager Bachelors 8 Customer Hour $ $ $ $ $ , , , Manager Bachelors 5 Customer Hour $ $ $ $ $ , , , Senior Consultant Bachelors 3 Customer Hour $ $ $ $ $ , , , Consultant Bachelors 0 Customer Hour $86.72 $88.37 $90.05 $91.76 $93.50 Experienced Audit Senior Manager Audit Senior Manager New Audit Senior Manager Experienced Audit Manager Bachelors 9 Customer Hour $ $ $ $ $ Bachelors 8 Customer Hour $ $ $ $ $ Bachelors 7 Customer Hour $ $ $ $ $ Bachelors 7 Customer Hour $ $ $ $ $ Audit Manager Bachelors 6 Customer Hour $ $ $ $ $ New Audit Manager Bachelors 5 Customer Hour $ $ $ $ $ Senior Audit Associate III Bachelors 4 Hour $ $ $ $ $ Senior Audit Associate II Senior Audit Associate I Bachelors 3 Customer Hour $ $ $ $ $ Bachelors 2 Customer Hour $96.29 $98.12 $99.98 $ $ Audit Associate II Bachelors 1 Customer Hour $86.72 $88.37 $90.05 $91.76 $93.50 Audit Associate I Audit Assistant High School High School 0 Customer Hour $79.75 $81.27 $82.81 $84.38 $ Customer Hour $67.77 $69.06 $70.37 $71.71 $
9 Service Contract Act (SCA) Matrix SCA Eligible Contract Labor Category SCA Equivalent Code Title WD Number Intern General Clerk II The Service Contract Act (SCA) is applicable to this contract and it includes SCA applicable labor categories. The prices for the indicated (**) SCA labor categories are based on the U.S. Department of Labor Wage Determination Number(s) identified in the SCA matrix. The prices awarded are in line with the geographic scope of the contract (i.e. nationwide). 9
10 LABOR CATEGORIES AND COURSES DESCRIPTIONS MISSION ORIENTED BUSINESS INTEGRATION SERVICES (MOBIS) LABOR CATEGORIES OFFERED UNDER SINs 874-1, 874-6, and Labor Category Labor Category Description PARTNER DIRECTOR EXPERIENCED SENIOR MANAGER SENIOR MANAGER I Qualifications: An undergraduate degree. At least ten years' experience in leading and providing technical direction to projects; demonstrated ability to provide guidance and direction for multiple projects; designing, implementing, and managing Federal government financial management engagements; and the capability to manage multitask projects of high complexity. Typically has a series of professional certifications. Four years of experience may be substituted for a four-year degree. Certification or Advanced Degree may be substituted for one year of work experience. Major Functions: The Partner provides primary interface with client management personnel regarding strategic issues. He or she directs the completion of projects within estimated time frames and budget constraints, coordinates parties efforts on tasks, and reviews work products for completeness and adherence to applicable regulations and customer requirements. The Partner also delivers, presents, and leads strategic level client meetings. Qualifications: An undergraduate degree. At least ten years progressive experience. of seven years leading and providing technical direction. of five years in project management and the capability to manage medium or large multi-task projects of high complexity. An advanced degree or certification in a related business field may be substituted for one year of experience. Four years experience may be substituted for a four-year degree. Major Functions: The Director effectively manages the completion of projects within estimated time frames and budget constraints, coordinates parties' effort on tasks, and review work products for completeness and adherence to applicable regulations and customer requirements. Manages client issues and provides feedback. Qualifications: An undergraduate degree in business, technical or related field. At least nine years progressive experience. of seven years leading and providing technical direction. of five years project management experience. Four years of experience may be substituted for a four-year degree. An advanced degree or certification in a related business fields may be substituted for one year of experience. Major Functions: The Senior Manager has taken on increasing responsibility in the design, implementation, and management of projects. The interface with the client on project specific issues, direct the completion of projects within estimated time frames and budget constraints, coordinate project specific parties, and review work products for completeness and adherence to applicable regulations and customer requirements. Qualifications: An undergraduate degree and over eight years' progressive experience in leading projects, demonstrated ability to provide guidance and direction for specific projects or sub-tasks, and capability to manage multi-task project of high complexity for Federal government clients. An advanced degree or certification in a related business field may be substituted for one year of experience. Four years of experience may be substituted for a four-year degree. Major Functions: Senior Managers have taken on increasing responsibility in the design, implementation, and management of projects. They interface with the client on project specific issues, direct the completion of projects within estimated time frames and budget constraints, coordinates project specific parties, and review work products for completeness and adherence to applicable regulations and customer requirements. 10
11 Labor Category Labor Category Description SENIOR MANAGER II MANAGER I MANAGER II MANAGER III Qualifications: An undergraduate degree and over six years' progressive experience in leading projects, demonstrated ability to provide guidance and direction for specific projects or sub-tasks, and capability to manage multi-task project of high complexity for Federal government clients. An advanced degree or certification in a related business field may be substituted for one year of experience. Four years of experience may be substituted for a four-year degree. Major Functions: Senior Managers have taken on increasing responsibility in the design, implementation, and management of projects. They interface with the client on project specific issues, direct the completion of projects within estimated time frames and budget constraints, coordinates project specific parties, and review work products for completeness and adherence to applicable regulations and customer requirements. Qualifications: An undergraduate degree and five or more years of progressively responsible experience in leading engagements, demonstrated ability to manage a project and to provide guidance and direction for specific projects or sub-tasks, and increasing responsibility in design, implementation, and management of projects. Four years of experience may be substituted for a four-year degree. An advanced degree or certification in a related business field may be substituted for one year of experience. Major Functions: The Manager interfaces with the client on a day-to-day basis, directs the completion of projects specific tasks within estimated time frames and budget constraints, manages the day-to-day activities of the project team, and reviews work products for quality, completeness, and adherence to applicable regulations and customer requirements. This position ensures the project team's conformance with wok standards, and coordinates work effort with involved parties to ensure problem resolution and client satisfaction. The Manager also deliver presentations and leads clients meetings. Qualifications: An undergraduate degree and four or more years of progressively responsible experience in leading engagements, demonstrated ability to manage a project and to provide guidance and direction for specific projects or sub-tasks, and increasing responsibility in design, implementation, and management of projects. Four years of experience may be substituted for a four-year degree. An advanced degree or certification in a related business field may be substituted for one year of experience. Major Functions: The Manager interfaces with the client on a day-to-day basis, directs the completion of projects specific tasks within estimated time frames and budget constraints, manages the day-to-day activities of the project team, and reviews work products for quality, completeness, and adherence to applicable regulations and customer requirements. This position ensures the project team's conformance with wok standards, and coordinates work effort with involved parties to ensure problem resolution and client satisfaction. The Manager also deliver presentations and leads clients meetings. Qualifications: An undergraduate degree and three or more years of progressively responsible experience in leading engagements, demonstrated ability to manage a project and to provide guidance and direction for specific projects or sub-tasks, and increasing responsibility in design, implementation, and management of projects. Four years of experience may be substituted for a four-year degree. An advanced degree or certification in a related business field may be substituted for one year of experience. Major Functions: The Manager interfaces with the client on a day-to-day basis, directs the completion of project specific tasks within estimated time frames and budget constraints, manages the day-to-day activities of the project team, and reviews work products for quality, completeness, and adherence to applicable regulations and customer requirements. This position ensures the project team's conformance with work standards, and coordinates work effort with involved parties to ensure problem 11
12 Labor Category Labor Category Description resolution and client satisfaction. Then Manager also deliver presentations and leads client meetings. SENIOR ASSOCIATE I SENIOR ASSOCIATE II SENIOR ASSOCIATE III Qualifications: An undergraduate degree and at least three years of progressively responsible experience in consulting and/or directly relevant industry experience in all aspects of project or task management. of two years of experience acting in all aspects of project or task management. of two years of experience acting in a technical or functional lead capacity. Proficient in the use of firm tools to better support the overall program objectives and goals. Other experience included demonstrated leadership skills and demonstrated ability to identify and define business and technical needs. Four years of experience may be substituted for a four-year degree. An advanced degree or professional certification in a related business field may be substituted for one year of experience. Major Functions: The Senior Associate provides technical knowledge in their area of expertise, works individually and on teams to support the completion of project specific task within estimated time frames and budget constraints and interface with the client on a day-to-day basis. In addition, the Senior Associate supports the development of solution that address organization challenges, support project objectives often by leading assigned engagement tasks to completion within scope and budget constraints, while ensuring deliverable requirements are met. Qualifications: An undergraduate degree and at least three years of progressively responsible experience in consulting and/or directly relevant industry experience in all aspects of project or task management. of one years of experience acting in all aspects of project or task management. of one years of experience acting in a technical or functional lead capacity. Proficient in the use of firm tools to better support the overall program objectives and goals. Other experience included demonstrated leadership skills and demonstrated ability to identify and define business and technical needs. Four years of experience may be substituted for a four-year degree. An advanced degree or professional certification in a related business field may be substituted for one year of experience. Major Functions: The Senior Associate provides technical knowledge in their area of expertise, works individually and on teams to support the completion of project specific task within estimated time frames and budget constraints and interface with the client on a day-to-day basis. In addition, the Senior Associate supports the development of solution that address organization challenges, support project objectives often by leading assigned engagement tasks to completion within scope and budget constraints, while ensuring deliverable requirements are met. Qualifications: An undergraduate degree and at least two years of progressively responsible experience in consulting and/or directly relevant industry experience in all aspects of project or task management. of one years of experience acting in all aspects of project or task management. of one years of experience acting in a technical or functional lead capacity. Proficient in the use of firm tools to better support 12
13 Labor Category Labor Category Description the overall program objectives and goals. Other experience included demonstrated leadership skills and demonstrated ability to identify and define business and technical needs. Four years of experience may be substituted for a four-year degree. An advanced degree or professional certification in a related business field may be substituted for one year of experience. Major Functions: The Senior Associate provides technical knowledge in their area of expertise, works individually and on teams to support the completion of project specific task within estimated time frames and budget constraints and interface with the client on a day-to-day basis. In addition, the Senior Associate supports the development of solution that address organization challenges, support project objectives often by leading assigned engagement tasks to completion within scope and budget constraints, while ensuring deliverable requirements are met. ASSOCIATE I ASSOCIATE II SENIOR CONSULTANT I Qualifications: An undergraduate degree, zero to two years of progressively responsible experience in consulting and/or directly relevant industry experience in support of projects or tasks. Four years of experience may be substituted for a fouryear degree. An advanced degree or certification in a related business field may be substituted for one year of experience. Major Functions: The Associate provides a variety of project support involving finance, business processes, and technology from a risk services and management consulting standpoint. Each Associate will provide support to projects ranging from process improvement and strategic alignment to technology security. The Associate will work closely with staff, managers, and partners on all phases of project planning, engagement management, and wrap up. Qualifications: An undergraduate degree, zero to one year of progressively responsible experience in consulting and/or directly relevant industry experience in support of projects or tasks. Four years of experience may be substituted for a four-year degree. An advanced degree or certification in a related business field may be substituted for one year of experience. Major Functions: The Associate provides a variety of project support involving finance, business processes, and technology from a risk services and management consulting standpoint. Each associate will be exposed to projects ranging from process improvement and strategic alignment to technology security. The Associate will work closely with staff, managers, and partners on all phases of project planning, engagement management, and wrap up. Qualifications: An undergraduate degree, three years of progressively responsible experience in performing and participating in engagements, specific experience in one or more key project areas, demonstrated ability to provide guidance and direction for specific projects or sub-tasks, and increasing responsibility in design, implementation, and management of projects. Four years of experience may be substituted for a four-year degree. An advanced degree or certification in a related business field may be substituted for one year of experience. Major Functions: Senior Consultants provide technical knowledge in their area of expertise, work individually and on teams to support the completion of project specific tasks within estimated time frames and budget constraints and interface with the client on a day-to-day basis. In addition, Senior Consultants apply their specific expertise to the practical issues they identify or those presented by the client. They also help to formulate solutions, prepare reports, studies, and documentation, and support presentations and client meetings. 13
14 Labor Category Labor Category Description SENIOR CONSULTANT II SENIOR CONSULTANT III CONSULTANT I CONSULTANT II INTERN Qualifications: An undergraduate degree, two or more years of progressively responsible experience in performing and participating in engagements, specific experience in one or more key project areas, demonstrated ability to provide guidance and direction for specific projects or sub-tasks, and increasing responsibility in design, implementation, and management of projects. Four years of experience may be substituted for a four-year degree. An advanced degree or certification in a related business field may be substituted for one year of experience. Major Functions: Senior Consultants II provide technical knowledge in their area of expertise, work individually and on teams to support the completion of project specific tasks within estimated time frames and budget constraints and interface with the client on a day-to-day basis. In addition, Senior Consultants apply their specific expertise to the practical issues they identify or those presented by the client. They also help to formulate solutions, prepare reports, studies, and documentation, and support presentations and client meetings. Qualifications: An undergraduate degree, one or more years of progressively responsible experience in performing and participating in engagements, specific experience in one or more key project areas, demonstrated ability to provide guidance and direction for specific projects or sub-tasks, and increasing responsibility in design, implementation, and management of projects. Four years of experience may be substituted for a four-year degree. An advanced degree or certification in a related business field may be substituted for one year of experience. Major Functions: Senior Consultants III provide technical knowledge in their area of expertise, work individually and on teams to support the completion of project specific tasks within estimated time frames and budget constraints and interface with the client on a day-to-day basis. In addition, Senior Consultants apply their specific expertise to the practical issues they identify or those presented by the client. They also help to formulate solutions, prepare reports, studies, and documentation, and support presentations and client meetings. Qualifications: An undergraduate degree, one or more years of progressively responsible experience participating in projects as a team member, and specific experience in one or more key project areas. Four years of experience may be substituted for a four-year degree. An advanced degree or certification in a related business field may be substituted for one year of experience. Major Functions: Consultants interface with the client on a day-to-day basis, assist in identifying problems, performs technical analysis, and devise feasible solutions, support the completion of project specific tasks within estimated time frames and budget constraints, and support presentations and client meetings. Qualifications: An undergraduate degree, zero or more years of progressively responsible experience participating in projects as a team member, and specific experience in one or more key project areas. Four years of experience may be substituted for a four-year degree. An advanced degree or certification in a related business field may be substituted for one year of experience. Major Functions: Consultants interface with the client on a day-to-day basis, assist in identifying problems, performs technical analysis, and devise feasible solutions, support the completion of project specific tasks within estimated time frames and budget constraints, and support presentations and client meetings. Qualifications: Qualified candidates are actively pursuing a Bachelor s or Master s degree. Major Functions: Performs specifically assigned tasks in accordance with directions provided by Seniors Managers, Managers, Directors, and Partners. 14
15 TRAINING COURSES OFFERED UNDER SIN Class Title Course Description BUSINESS STRATEGIC PLANNING PERFORMANCE MEASUREMENT Strategic planning with senior leaders is crucial to an organization's success. The training will confirm direction and preferred alternatives using techniques that provoke new ideas while building support for those decisions. Performance Measurement is the ongoing monitoring and reporting of program accomplishments. Performance Management Training will establish a common understanding of performance measurement language concepts, techniques and tools, in the context of the organization's objectives and appropriate to the roles the staff will play. This course will discuss the process, outputs and outcomes of performance measurement. INFORMATION TECHNOLOGY (IT) STRATEGIC PLANNING BUSINESS PROCESS REENGINEERING (BPR) Develop the best strategic planning to support your company's Information Technology goals. This course is designed to combine proven-by-practice methods with new insights and ideas from a wide range of current strategic thinking in the area and practice of Information Technology Business Process Reengineering is the strategic and operational rethinking of core business processes, organizational structures, human capital and technologies through an organization's reengineering and change management efforts ongoing across business and government. This training will provide a comprehensive and powerful methodology and tools to accomplish the goals based on customer requirements. ACTIVITY-BASED COST MANAGEMENT Activity-Based Cost management creates transparency and understanding of an organization's operations. The training will focus on these simple concepts and tools to enable management to take smarter decisions and drive change and business benefits through to the bottom line. A-76 ANALYSIS Training is designed to assist in the analysis of A-76. Topics include: Commercial Activities Program Overview, Preliminary Planning, Performance Work Statement (PWS) Development, Quality Assurance Surveillance Plan (QASP) Development, Agency Tender/Most Efficient Organization (MEO) Development and Post Competition Accountability/Independent Review as well as other topics. PRIVATIZING GOVERNMENT SERVICES ISO 9000/ Training is designed to assist with the analysis of privatizing government services. - contracting public services to private companies. This class will discuss the cost implications, time and bandwidth considerations, cost accountability and guidelines to successful outsourcing as well as other topics. Certification to an ISO 9000 standard can help the bottom line of your business. It not only guarantees that specific formalized business processes are being applied, but also sends a message to customers about the quality of your products and/or services. This training will assist in getting ISO certified. 15
16 FINANCIAL AND BUSINESS SOLUTIONS (FABS) LABOR CATEGORIES OFFERED UNDER SIN(s) 520-5,, , and Labor Category Labor Category Description ENGAGEMENT PARTNER PARTNER/PRINCIPAL SENIOR MANAGER MANAGER Engagement Partner: Qualifications: An undergraduate degree in an appropriate technical field with an appropriate technical certification such as Certified Public Accountant (CPA), Certified Information Systems Auditor (CISA), Certified Information Systems Security Professional (CISSP). This individual has experience of ten years or more with seven or more years of experience acting in a managerial capacity. Four years of experience may be substituted for a four-year degree. Certification or Advanced Degree may be substituted for one year of work experience. Major Functions: Has final authority in the conduct of the engagements and full responsibility for work performed. Negotiates and makes decisions for the Firm. Partner/Principal: Qualifications: An undergraduate degree. A minimum of ten years' experience in leading and providing technical direction to projects; demonstrated ability to provide guidance and direction for multiple projects; designing, implementing, and managing Federal government financial management engagements; and the capability to manage multi-task projects of high complexity. Typically has a series of professional certifications. Four years of experience may be substituted for a four-year degree. Certification or Advanced Degree may be substituted for one year of work experience. Major Functions: The Partner provides primary interface with client management personnel regarding strategic issues. He or she directs the completion of projects within estimated time frames and budget constraints, coordinates parties efforts on tasks, and reviews work products for completeness and adherence to applicable regulations and customer requirements. The Partner also delivers, presents, and leads strategic level client meetings. Senior Manager: Qualifications: An undergraduate degree and over eight years' progressive experience in leading projects, demonstrated ability to provide guidance and direction for specific projects or sub-tasks, and capability to manage multi-task projects of high complexity for Federal government clients. Has several professional certifications. Four years of experience may be substituted for a four-year degree. Advanced Degree may be substituted for one year of work experience. Major Functions: Senior Managers have taken on increasing responsibility in the design, implementation, and management of projects. They interface with the client on project specific issues, direct the completion of projects within estimated time frames and budget constraints, coordinate project specific parties, and review work products for completeness and adherence to applicable regulations and customer requirements. Qualifications: An undergraduate degree, five or more years of progressively responsible experience in leading engagements, demonstrated ability to manage a project and to provide guidance and direction for specific projects or sub-tasks, and increasing responsibility in design, implementation, and management of projects. Four years of experience may be substituted for a four-year degree. Advanced Degree may be substituted for one year of work experience. Major Functions: The Manager interfaces with the client on a day-to-day basis, directs the completion of project specific tasks within estimated time frames and budget constraints, manages the day-to-day activities of the project team, and reviews 16
17 Labor Category Labor Category Description work products for quality, completeness, and adherence to applicable regulations and customer requirements. This position ensures the project team s conformance with work standards, and coordinates work effort with involved parties to ensure problem resolution and client satisfaction. The Manager also delivers presentations and leads client meetings. SENIOR CONSULTANT CONSULTANT Qualifications: An undergraduate degree, three or more years of progressively responsible experience in performing and participating in engagements, specific experience in one or more key project areas, demonstrated ability to provide guidance and direction for specific projects or sub-tasks, and increasing responsibility in design, implementation, and management of projects. Four years of experience may be substituted for a four-year degree. Advanced Degree may be substituted for one year of work experience. Major Functions: Senior Consultants II provide technical knowledge in their area of expertise, work individually and on teams to support the completion of project specific tasks within estimated time frames and budget constraints and interface with the client on a day-to-day basis. In addition, Senior Consultants II apply their specific expertise to the practical issues they identify or those presented by the client. They also help to formulate solutions, prepare reports, studies, and documentation, and support presentations and client meetings. Qualifications: An undergraduate degree, zero to two years of progressively responsible experience participating in projects as a team member, and specific experience in one or more key project areas. Major Functions: Consultants interface with the client on a day-to-day basis, assist in identifying problems, performs technical analysis, and devise feasible solutions, support the completion of project specific tasks within estimated time frames and budget constraints, and support presentation and client meetings. ADMINISTRATOR EXPERIENCED AUDIT SENIOR MANAGER Qualifications: The minimum educational requirements for an Administrator include a High School diploma or equivalent. of one or more years experience providing government or business support functions. Major Functions: Interfaces with the staff on a day-to-day basis. Supports the completion of project specific tasks within estimated time frames and budget constraints. Supports presentations and client meetings. Progressive experience in various office automation tools and participating on projects. Knowledgeable in computer based documentation and presentation techniques, technical typing and word processing. Integrates inputs from various sources to create a cohesive product. Prepares both graphical and narrative presentation materials. Qualifications: This individual has experience of nine or more years with three or more years of experience acting in a managerial capacity. An undergraduate degree in an appropriate technical field with an appropriate technical certification such as Certified Public Accountant (CPA), Certified Information Systems Auditor (CISA), Certified Information Systems Security Professional (CISSP). Four years of experience may be substituted for a four-year degree. Certification or Advanced Degree may be substituted for one year of work experience. Major Functions: Responsible for leading multiple teams of professionals. Directs the work of less experienced auditors and reviews, work papers and reports for accuracy and completeness. 17
18 Labor Category Labor Category Description AUDIT SENIOR MANAGER Qualifications: This individual has experience of eight or more years with one or more years of experience acting in a managerial capacity. An undergraduate degree in an appropriate technical field with an appropriate technical certification such as Certified Public Accountant (CPA), Certified Information Systems Auditor (CISA), Certified Information Systems Security Professional (CISSP). Certification may be substituted for one year of work experience. Four years of experience may be substituted for a four-year degree. Certification or Advanced Degree may be substituted for one year of work experience. Major Functions: Directs the work of less experienced auditors and reviews work papers and reports for accuracy and completeness. NEW AUDIT SENIOR MANAGER EXPERIENCED AUDIT MANAGER AUDIT MANAGER Qualifications: This individual has experience of seven or more years with one or more years of experience acting in a managerial capacity and is a senior manager within the organization. An undergraduate degree in an appropriate technical field with an appropriate technical certification such as Certified Public Accountant (CPA), Certified Information Systems Auditor (CISA), Certified Information Systems Security Professional (CISSP). Four years of experience may be substituted for a four-year degree. Certification or Advanced Degree may be substituted for one year of work experience. Major Functions: The responsibilities in this category include reviewing working papers, financial statements, and reports; conducting discussions with clients about the results of the work performed; directing less experienced auditors; reviewing and approving work plans and programs; ensuring that assignments are carried out within the budgeted time and within delivery commitments; reviewing work papers, financial statements, and related reports for accuracy and completeness; following the progress of the engagement; and helping resolve accounting, auditing, and reporting problems as they arise. The New Audit Senior Manager is regularly assigned on audit engagements in a managerial capacity. Qualifications: This individual has experience of seven or more years with one or more years of experience acting in a managerial capacity. An undergraduate degree in an appropriate technical field with an appropriate technical certification such as Certified Public Accountant (CPA), Certified Information Systems Auditor (CISA), Certified Information Systems Security Professional (CISSP). Four years of experience may be substituted for a four-year degree. Certification or Advanced Degree may be substituted for one year of work experience. Major Functions: The responsibilities in this category include reviewing working papers, financial statements, and reports; conducting discussions with clients about the results of the work performed; directing less experienced auditors; reviewing and approving work plans and programs; ensuring that assignments are carried out within the budgeted time and within delivery commitments; reviewing work papers, financial statements, and related reports for accuracy and completeness; following the progress of the engagement; and helping resolve accounting, auditing, and reporting problems as they arise. The Experienced Audit Manager is regularly assigned on audit engagements in a managerial capacity. Qualifications: This individual has experience of six or more years with one or more years of experience acting in a managerial capacity. An undergraduate degree in an appropriate technical field with an appropriate technical certification such as Certified Public Accountant (CPA), Certified Information Systems Auditor (CISA), Certified Information Systems Security Professional (CISSP). Four years of experience may be substituted for a four-year degree. Certification or Advanced Degree may be substituted for one year of work experience. 18
19 Labor Category Labor Category Description Major Functions: The responsibilities in this category include reviewing working papers, financial statements, and reports; conducting discussions with clients about the results of the work performed; directing less experienced auditors; reviewing and approving work plans and programs; ensuring that assignments are carried out within the budgeted time and within delivery commitments; reviewing work papers, financial statements, and related reports for accuracy and completeness; following the progress of the engagement; and helping resolve accounting, auditing, and reporting problems as they arise. The Audit Manager is regularly assigned on audit engagements in a managerial capacity. NEW AUDIT MANAGER SENIOR AUDIT ASSOCIATE III SENIOR AUDIT ASSOCIATE II Qualifications: This individual has at least five years of experience and an undergraduate degree in an appropriate technical field with an appropriate technical certification such as Certified Public Accountant (CPA), Certified Information Systems Auditor (CISA), Certified Information Security Systems Professional (CISSP). Four years of experience may be substituted for a four-year degree. Certification or Advanced Degree may be substituted for one year of work experience. Major Functions: The responsibilities of the New Audit Manager include independently performing a major segment of an audit, directing and instructing the work of senior and junior auditors, and reviewing the work done and directing revisions if necessary. The New Audit Manager makes decisions on routine accounting, auditing, and reporting matters and is regularly assigned on audit engagements in the capacity of supervising less experienced auditors. Qualifications: This individual has experience of four or more years and has an undergraduate degree in an appropriate technical field. This individual is actively working towards an appropriate technical certification such as Certified Public Accountant (CPA), Certified Information Systems Auditor (CISA), or Certified Information Systems Security Professional (CISSP). Four years of experience may be substituted for a four-year degree. Certification or Advanced Degree may be substituted for one year of work experience. Major Functions: The responsibilities of the Senior Audit Associate III include independently performing a major segment of an audit, directing and instructing the work of junior auditors, reviewing completed work, and directing revisions if necessary. The Senior Audit Associate III makes decisions on routine accounting, auditing, and reporting matters with the assistance of the manager and partner, and is regularly assigned on audit engagements in the capacity of Senior Audit Associate III. Qualifications: This individual has experience of three or more years and has an undergraduate degree in an appropriate technical field. This individual is actively working towards an appropriate technical certification such as Certified Public Accountant (CPA), Certified Information Systems Auditor (CISA), or Certified Information Systems Security Professional (CISSP). Four years of experience may be substituted for a four-year degree. Certification or Advanced Degree may be substituted for one year of work experience. Certification in an appropriate technical field may be substituted for one year of work experience. Major Functions: Performs project duties and efforts under supervision and may direct and review work efforts of staff. 19
20 Labor Category Labor Category Description SENIOR AUDIT ASSOCIATE I AUDIT ASSOCIATE II AUDIT ASSOCIATE I AUDIT ASSISTANT Qualifications: This individual has experience of two or more years and has an undergraduate degree in an appropriate technical field. This individual actively working towards an appropriate technical certification such as Certified Public Accountant (CPA), Certified Information Systems Auditor (CISA), Certified Information Systems Security Professional (CISSP). Four years of experience may be substituted for a four-year degree. Certification or Advanced Degree may be substituted for one year of work experience. Major Functions: The responsibilities of the Senior Audit Associate include independently performing a major segment of an audit, directing and instructing the work of junior auditors, reviewing completed work, and directing revisions if necessary. The Senior Audit Associate I makes decisions on routine accounting, auditing, and reporting matters with the assistance of the manager and partner, and is regularly assigned on audit engagements in the capacity of a more experienced auditor. Qualifications: This individual has of one or more years of experience and has an undergraduate degree in an appropriate technical field. This individual is actively working towards an appropriate technical certification such as Certified Public Accountant (CPA), Certified Information Systems Auditor (CISA), or Certified Information Security Systems Professional (CISSP). Four years of experience may be substituted for a four-year degree. Certification or Advanced Degree may be substituted for one year of work experience. Certification in an appropriate technical field may be substituted for one year of work experience. Major Functions: Performs project procedures under supervision. Qualifications: This individual has a minimum of zero years experience and has a High School diploma with two years college, actively working towards a four year degree and participating in the Firms internship program or has an undergraduate degree in an appropriate technical field. Major Functions: The responsibilities in this category include performing specific audit steps under the supervision of a more experienced auditor. Qualifications: The minimum educational requirements for an Audit Assistant include a High School diploma and at least two years of experience supporting government audit functions. Major Functions: Interfaces with the audit staff on a day-to-day basis. Supports the completion of project specific tasks within estimated time frames and budget constraints. Supports presentations and client meetings. Progressive experience in office automation tools and participating on projects. Knowledgeable in computer based documentation and presentation techniques, technical typing and word processing. Integrates inputs from various sources to create a cohesive product. Prepares both graphical and narrative presentation material. 20
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