Mission Oriented Business Integrated Services

Herdt Consulting, Inc. 261 Normandy Lane • Chelsea, AL 35043 Tel: (800) 934-1297 • Fax: 866-395-4647 • www.herdtconsulting.com

MOBIS Mission Oriented Business Integrated Services

General Services Administration Federal Supply Service Federal Supply Schedule Pricelist Contract number: GS-10F-0340P Contract Period: 5/24/2009 – 5/23/2014

Contract Number: GS-10F-0340P

Information for MOBIS Contract Users

1. Applicable Special Item Numbers (SINs): 874-1 Consulting Services 874-1RC Consulting Services – Recovery Purchasing 874-2 Facilitation Services 874-2RC Facilitation Services – Recovery Purchasing 874-4 Training Services – Instructor Led Training 874-4RC Training Services – Instructor Led Training Recovery Purchasing 874-7 Program Integration and Project Management Services 874-7RC Program Integration and Project Management Services – Recovery Purchasing

2. Labor categories, rates, & category descriptions: Included in the following pages.

3. Maximum Order Limitation: $1,000,000

4. Minimum Order: i. $100.00 (for services) ii. See Pricing Schedule for Course Materials Minimum Orders

5. Geographic Coverage: Domestic only.

6. Points of Production: N/A

7. Travel: Contractor travel will be IAW the Federal Travel Regulations as applicable.

8. Prompt payment terms: Net 30 days

9. Government commercial credit card is accepted below micro purchase threshold

10. Contact Herdt Consulting, Inc. for acceptance of Government purchase cards above the micro purchase threshold

11. Time of Delivery: Specified in the Task Order

12. Expedited Delivery: Contact Herdt Consulting, Inc.

13. Urgent Requirements: Contact Herdt Consulting, Inc.

14. Ordering Address: Herdt Consulting, Inc. 261 Normandy Lane Chelsea, AL 35043

15. Ordering Procedures: See “Basic Schedule Ordering Guidelines” at www.gsa.gov or contact us for assistance.

16. Payment Address: Herdt Consulting, Inc. P.O. Box 823424 Philadelphia. PA 19182-3424

17. Electronic Funds Transfer: Wells Fargo Bank, NA San Francisco, CA ABA#: 121000248 For Credit to Wells Fargo/Wells Fargo Business Credit For further credit to Herdt Consulting. Inc. Account#4121894000

18. DUNS # 132487732 www.herdtconsulting.com Page 2 of 9 Contract Number: GS-10F-0340P

MOBIS Services Offered

SIN 874-1: CONSULTING SERVICES (See labor categories and rates on the following page) Herdt Consulting will provide expert advice, assistance, guidance or counseling in support of an agency's mission-oriented business functions. Services covered by this SIN are:  Management or strategy consulting  Program planning, audits, and evaluations  Studies, analyses, scenarios, and reports relating to an agency's mission-oriented business programs or initiatives, such as defense studies, tabletop exercises or scenario simulations, educational studies, regulatory or policy studies, health care studies, economic studies, and preparedness studies  Executive/management coaching services  Customized business training as needed to successfully perform/complete a consulting engagement  Policy and regulation development assistance  Expert Witness services in support of litigation, claims, or other formal cases  Advisory and assistance services in accordance with FAR 37.203

SIN 874-2: FACILITATION SERVCES (See labor categories and rates on the following page) Herdt Consulting will provide facilitation and related decision support services for agencies engaged in collaboration efforts, working groups, or teams. Services covered by this SIN are:  Defining, refining, and resolving disputes, disagreements, and divergent views (excluding EEO disputes)  Leading or facilitating group briefings and discussions, enabling focused decision-making  Recording discussion content and related facilitation support services  Debriefing stakeholders  Preparing and providing draft and final reports relating to the facilitated issues Conference planning and management services are excluded from this SIN; these services are specifically covered under GSA Schedule 541, Advertising and Integrated Marketing Services. EEO disputes are covered under GSA Schedule 738X, Human Resources & Equal Employment Opportunity are excluded from this SIN.

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SIN 874-4: Training Services (See labor categories and Course Materials Pricing on the following pages)

Class Time Course Title Summary Description Size (Hours) (Min/Max) Leadership 24 A set of new leadership tools are developed enabling leaders to take a quantum 6/20 Boot Camp leap to the next level of performance, productivity and effectiveness. Students will discover successful leadership techniques such as:  The ten greatest leadership principles ever devised.  How to set the organization’s purpose and direction.  Linking team and organizational missions.  Building a motivational climate.  Pros and cons of participative decision making.  A framework for creating team effectiveness.  Twelve proven techniques for developing skills in others.  Coaching to correct substandard performance.  Six ways to manage the time of others.  A personal Leadership Profile and Energy Management Assessment. Engerize2Lead 4 This workshop uses the findings from the E2L Profile to provide leaders with 6/20 (E2L) Profile valuable information on themselves and their team. Describes team dynamics Workshop enabling more efficient planning, managing, and executing of workplace behavior changes as well as differences in styles, expectations and motivational needs. Identifies what type of activities can energize or derail a leader. The results unleash the 3 dimensions of a leader’s energy. Focus and 16 Identifies the purpose, values, vision, mission, and goals that will guide the 6/12 Alignment company into the future. Additionally, responsibilities will be delineated and Workshop timelines developed.

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Lead2Succeed 40 The Lead2Succeed (L2S) processes include assessment, training, evaluation, and 6/20 (L2S) Course follow up. The process requires close coordination between Herdt Consulting Inc., your executive management, and your training staff. The goal is to convert managers at all levels into leaders who set the example, seek responsibility, take responsibility for their actions, train their people as a team, make sound and timely decisions, communicate effectively, plan for success, and create a positive, enthusiastic, and supportive environment in which their team members can be successful. L2S includes four elements:  Leadership Assessment - Identifies what types of activities energize a leader as well what activities energize and frustrate his team members.  Focus & Alignment Workshop - Determines the purpose, values, vision, mission, and goals that will guide the company into the future and provide the common thread for developing leaders.  Application and Action Sessions - Training and application of selected leadership topics. While the application of these topics may vary from level to level, normally the same set of topics are used throughout the program from executive management through mid-level management to first-line supervisors. This allows the creation of a common "leadership language" and enables those at each level to coach and mentor others as they undergo the program.  Evaluation and Follow-up - Periodic measurements and reports to determine the progress being achieved in individual skill development and the overall program goals. The Application and Action Sessions each consisting of no more than 12 participants from the same level of the organization, are the heart of the L2S process. They are multi-sensory in that they require reading, listening, writing and discussion from all of the participants. They use spaced repetition in that they are two-hour discussions held once a week for 8 to 10 weeks at your organization's site. Our experienced facilitators lead these discussions that draw from the experiences of the participants. Available topics are shown below. If necessary, we will develop additional modules to fit your specific needs: Leadership Philosophy, Time management, Managing conflict, Productivity, Ethics, Building Trust, Globalization, Decision making, Change management, Goal setting, Delegating, Motivation, Lessons from the top, Learning organizations, Meeting management, Team Building, Communications and Coaching

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SIN 874-7: PROGRAM INTEGRATION AND PROJECT MANAGEMENT SERVICES (See labor categories and rates on the following page) Herdt Consulting will provide services to assist agencies in planning, initiating, managing, executing, and closing out mission-oriented business programs and projects. Services included are:  Project leadership and communications with stakeholders  Project planning and scheduling  Earned value management support  Project management, including performance monitoring and measurement  Reporting and documentation associated with project/program objectives  Stakeholder briefings, participation in required meetings, and related project support services  Program integration services  Project close-out services

All services must be provided and performed under the supervision/management of the contractor's Project Manager or Program Manager. Services provided under this SIN without an accompanying Program/Project Manager labor category are prohibited. The primary purpose and preponderance of work for any project awarded under this SIN must be for professional business services. Services covered by other GSA Schedules shall only be included in the project scope if they are directly related to the successful accomplishment of the project and are incidental to the overall effort. It is the responsibility of the Contracting Officer placing the order to make this determination.

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MOBIS Labor Categories & Rates

Rates Applicable to Special Item Numbers (SINs) 847-1 Consulting Services, 874-2 Facilitation Services, 874-4 Training Services and 847-7 Program Integration and Project Management Services.

Labor Category Hourly Rate Daily Rate

Chief Consultant $149.61 $1,196.88

Senior Consultant III $119.69 $957.52

Senior Consultant II $99.74 $797.92

Senior Consultant I $74.80 $598.40

Subject Matter Expert $99.74 $797.92

Senior Project Manager $124.67 $997.36

Project Manager $99.74 $797.92

Lead Analyst $74.80 $598.40

Senior Analyst $49.87 $398.96

Administrative Support $34.90 $279.20

Training Course Prices – 874-4 Training Services (Price include all course materials; Facilitator travel priced separately) Number of Cost per Course Minimum Course Title Participants Participant Length Course Cost (Min/Max) above Min (Hours) Leadership Boot 6/20 $1,987.50** 24 $11,925.00 * Camp Engerize2Lead 6/20 $300.00** 4 $2,250.00* Profile Workshop Focus and Alignment 6/12 $2,400.00** 16 $14,400.00* Workshop Lead2Succeed 6/20 $4,000.00** 40 $24,000.00* Course * Minimum order of six participants required. ** Contact Herdt for Facilitation/Instructor Labor quote for class administration.

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MOBIS Labor Category Descriptions The following labor category descriptions are applicable to Special Item Numbers (SINs) 847-1 Consulting Services, 874-2 Facilitation Services and 847-7 Program Integration and Project Management Services. CHIEF CONSULTANT General Description: Considered an expert in leadership or management. Duties include utilizing unique professional experience to develop customer solutions; developing revolutionary concepts to modernize and otherwise improve an organization. Called on frequently for advice on organizational development and process improvement. Minimum Education/Experience: Ph.D. in an academic field related to the project plus 8 years experience in the project’s functional area or Master’s Degree in a related field plus 10 years experience or Bachelor’s Degree in a related discipline plus 15 years experience in the project area or 18+ years experience in the projects functional or technical area. SENIOR CONSULTANT III General Description: Duties include activity and data modeling, developing modern business methods, identifying best practices, and creating and assessing performance measurements. Provides group facilitation interviewing, training, and provides additional forms of knowledge transfer. Conducts independent, complex analysis, concept formulation, and new method identification and advises client of appropriate solutions. Responsible for planning, organizing, staffing, directing, and controlling staff members engaged in similar work. Minimum Education/Experience: Ph.D. in an academic field related to the project plus 5 years experience in the project’s functional area or Master’s Degree in appropriate technical discipline plus 10 years directly related experience, or Bachelor’s Degree in functional area or related discipline plus 15 years experience in the project’s functional area. SENIOR CONSULTANT II General Description: Responsible for planning, organizing, staffing, directing, and controlling subordinates in similar work. Works within defined objectives, but with considerable latitude. Analyzes complex problems and develops unique solutions. Recognized as a leader in one or more disciplines. Minimum Education/Experience: Master’s Degree in appropriate technical discipline plus 5 years directly related experience, or Bachelor’s Degree in functional area or related discipline plus 10 years directly related experience or 15 years experience in the projects functional or technical area. SENIOR CONSULTANT I General Description: Works within general guidelines on broadly defined projects. Analyzes complex problems and proposes solutions. Minimum Education/Experience: Bachelor’s Degree in functional area plus 5 years directly related experience, or 10 years of directly related experience. SUBJECT MATTER EXPERT General Description: Develops solutions from project inception through conclusion in a specific subject matter area. Provides analysis, evaluation, and recommendations for improvements, optimization, development, and/or maintenance efforts. Consults with client to define need or problem, conducts studies and surveys to obtain data, and analyzes data to advise on or recommend solution. Minimum Education/Experience: Ph.D. and 4 years subject matter experience, or Masters Degree and 6 years applicable subject matter experience, or Bachelor's Degree with 8 years subject matter experience.

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SENIOR PROJECT MANAGER General Description: Responsible for overall management of a program from inception through completion to ensure proper and timely implementation of technical and/or business solutions, schedules objectives, budget, and milestones. Applies technology and domain expertise to business problems; Develops and defines strategic visions. Provides technical guidance and expertise to program staff and monitors quality of work. Minimum Education/Experience: Professional Certification in Program Management; Master’s Degree in the project’s functional area; or a Bachelor’s Degree in the project’s functional area and 5 years experience in project management role. Combination of 15 years experience, including a minimum of 10 years of experience in a management or supervisory capacity, plus 5 years of experience in the functional area of the project to be managed. PROJECT MANAGER General Description: Responsible for planning and executing a project. Prepares and maintains the project schedule and budget. Prepares and delivers status reports to the customer. Primary point of contact for the customer. Oversees all work and takes corrective action as necessary to ensure project success. Manages staffing, budget, prioritization, and other personnel matters. May serve as technical lead for the project. Minimum Education/Experience: Bachelor’s Degree in the project’s functional area. Combination of 10 years experience, including a minimum of 7 years of experience in a management or supervisory capacity, plus 3 years of experience in the functional area of the project to be managed. LEAD ANALYST General Description: Supervisor for a team of analysts that perform complex evaluations of existing procedures, processes, techniques, models, and/or systems; Develops and recommends solutions based on analysis. Prepares charts, tables, graphs, and diagrams to assist in analysis and presentation. Client contact is routine. Minimum Education/Experience: Bachelor's Degree in Engineering, Computer Science, Science, or a related academic field with 5 years related experience and 5 years experience in a supervisory role. SENIOR ANALYST General Description: Performs complex evaluations of existing procedures, processes, techniques, models, and/or systems; Develops and recommends solutions based on analysis. Prepares charts, tables, graphs, and diagrams to assist in analysis and presentation. Client contact is routine. Minimum Education/Experience: Bachelor’s Degree and 5 years related experience or 10 years related experience. ADMINISTRATIVE SUPPORT General Description: Provides administrative support to an individual or office. Supplies information, maintains files, schedules appointments, produces correspondence, makes travel arrangements, and conducts other general or clerical duties. Relies on experience and judgment to plan and accomplish goals. Performs a variety of tasks. Works under general supervision; typically reports to a supervisor or manager. Minimum Education/Experience: High school diploma or equivalent. 2 years experience in a professional office environment. Possesses a working knowledge of office support software to include word processing and spreadsheet tools. Familiar with standard concepts, practices, and procedures in an office environment.