Common use of Leasing or Alternative Financing Methods Clause in Contracts

Leasing or Alternative Financing Methods. The procurement and other applicable laws of some Purchasing Entities may permit the use of leasing or alternative financing methods for the acquisition of Products under this Master Agreement. Where the terms and conditions are not otherwise prescribed in an applicable Participating Addendum, the terms and conditions for leasing or alternative financing methods are subject to negotiation between the Contractor and Purchasing Entity. Exhibit 1 – Labor Category Minimum Qualifications LABOR CATEGORIES Labor Category Minimum Qualification(s) Program Director (Key Personnel) Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Ten or more years of progressive experience in managing significant projects and processes. • Must have the ability to manage and direct large and complex project tasks covering contract administration which may include acquisition planning, RFP/IFB preparation, market research, cost and price analysis, evaluation of performance, contract termination, and contract closeout. • Ability to research and define multiple project scopes, schedules, and targets. • Provides expert advice and guidance to agency senior level staff members. Preferred Qualifications • Project Management certification • Master’s Degree or higher Program Manager Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Eight or more years of providing management for multiple projects/tasks and ongoing operational efforts • Must have the ability to provide technical knowledge on the effectiveness and efficiency of government programs. • Able to apply advanced or specialized knowledge of the nature of agency programs and activities, agency policies and objectives • Possessing the analytical and evaluative methods and techniques for assessing program development and execution. Preferred Qualifications • Project Management certification • Master’s Degree or higher Exhibit 1 – Labor Category Minimum Qualifications LABOR CATEGORIES Labor Category Minimum Qualifications(s) Subject Matter Expert III Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Fifteen (15) or more years of progressive experience and possess extensive knowledge when advising on large and high complex project/programs. • Must have the ability to analyze project requirements and develop strategic solutions and plans to meet agency’s needs. • Able to provide highly technical and specialized guidance concerning solutions to complex problems. • Demonstrates executive decision-making skills and judgment. • Applies principles and methods of the subject matter to specialized solutions. Preferred Qualifications • Project Management certification • Master’s Degree or higher Subject Matter Expert II Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Eight (8) or more years of progressive experience and possess extensive knowledge when advising on large and high complex project/programs. • Must have the ability to analyze project requirements and develop strategic solutions and plans to meet agency’s needs. • Able to provide highly technical and specialized guidance concerning solutions to complex problems. • Demonstrates executive decision-making skills and judgment. • Applies principles and methods of the subject matter to specialized solutions. Preferred Qualifications • Project Management certification • Master’s Degree or higher Subject Matter Expert I Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Five (5) or more years of progressive experience • Must have the ability to analyze project requirements and develop strategic solutions and plans to meet agency’s needs. • Able to provide highly technical and specialized guidance concerning solutions to complex problems. • Applies principles and methods of the subject matter to specialized solutions. Preferred Qualifications • Project Management certification • Master’s Degree or higher Exhibit 1 – Labor Category Minimum Qualifications LABOR CATEGORIES Labor Category Minimum Qualifications(s) Acquisition Support Specialist III (Key Personnel) Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Eight (8) or more years of providing a broad range of complex acquisition management support services. • Must have the ability read and interpret each State’s acquisition policy, regulations, and directives and apply those interpretations fully and legally to all activities described in the Statement of Work (SOW.) • Able to analyze cost and pricing data, assistance in proposal evaluations, and assistance in preparing contract negotiations. Preferred Qualifications • Certification from a nationally recognized organization such as NCMA, UPPCC or DAU. • Master’s Degree or higher in Business Administration, Business Law, or Public Administration Acquisition Support Specialist II Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Five (5) or more years of providing a broad range of complex acquisition management support services. • Must have the ability read and interpret each State’s acquisition policy, regulations, and directives and apply those interpretations fully and legally to all activities described in the Statement of Work (SOW.) • Able to analyze cost and pricing data, assistance in proposal evaluations, and assistance in preparing contract negotiations. Preferred Qualifications • Certification from a nationally recognized organization such as NCM, UPPCC or DAU. • Master’s Degree or higher in Business Administration, Business Law, or Public Administration Acquisition Support Specialist I Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Three (3) or more years of providing a broad range of complex acquisition management support services. • Must have the ability read and interpret each State’s acquisition policy, regulations, and directives and apply those interpretations fully and legally to all activities described in the Statement of Work (SOW.) • Able to analyze cost and pricing data, assistance in proposal evaluations, and assistance in preparing contract negotiations. Preferred Qualifications • Certification from a nationally recognized organization such as NCMA, UPPCC or DAU. • Master’s Degree or higher in Business Administration, Business Law, or Public Administration Exhibit 1 – Labor Category Minimum Qualifications LABOR CATEGORIES Labor Category Minimum Qualification(s) Analyst II Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Five (5) or more years of relevant experience in developing and applying analytic methodologies. • Ability to lead the application of analytic techniques and assist in defining the project objectives, methodologies, and principles. • Perform a wide variety of analytical tasks with the continuous improvement of processes, personnel, organization, system, or training. Preferred Qualifications • Business Data Analytics Certificate, Cost Estimator/Analyst Certification, CPA License • Master’s Degree Analyst I Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Three (3) or more years of relevant experience in developing and applying analytic methodologies. • Ability to lead the application of analytic techniques and assist in defining the project objectives, methodologies, and principles. • Perform a wide variety of analytical tasks with the continuous improvement of processes, personnel, organization, system, or training. Preferred Qualifications • Business Data Analytics Certificate, Cost Estimator/Analyst Certification, CPA License CIVIC INITIATIVES, LLC‌ Exhibit 2 - Hourly Labor Rates Base Period: Year 1 and 2 Optional Period: Year 3 Optional Period: Year 4 Optional Period: Year 5 Labor Categories Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Program Director $ 215.00 $ 230.00 $ 219.30 $ 234.60 $ 223.69 $ 239.29 $ 228.16 $ 244.08 Program Manager $ 170.00 $ 185.00 $ 173.40 $ 188.70 $ 176.87 $ 192.47 $ 180.41 $ 196.32 Subject Matter Expert III $ 195.00 $ 210.00 $ 198.90 $ 214.20 $ 202.88 $ 218.48 $ 206.94 $ 222.85 Subject Matter Expert II $ 170.00 $ 185.00 $ 173.40 $ 188.70 $ 176.87 $ 192.47 $ 180.41 $ 196.32 Subject Matter Expert I $ 140.00 $ 155.00 $ 142.80 $ 158.10 $ 145.66 $ 161.26 $ 148.57 $ 164.49 Acquisition Support Specialist III $ 170.00 $ 185.00 $ 173.40 $ 188.70 $ 176.87 $ 192.47 $ 180.41 $ 196.32 Acquisition Support Specialist II $ 140.00 $ 155.00 $ 142.80 $ 158.10 $ 145.66 $ 161.26 $ 148.57 $ 164.49 Acquisition Support Specialist I $ 105.00 $ 120.00 $ 107.10 $ 122.40 $ 109.24 $ 124.85 $ 111.43 $ 127.35 Analyst II $ 120.00 $ 135.00 $ 122.40 $ 137.70 $ 124.85 $ 140.45 $ 127.35 $ 143.26 Analyst I $ 95.00 $ 110.00 $ 96.90 $ 112.20 $ 98.84 $ 114.44 $ 100.82 $ 116.73 At minimum, Contractor shall honor prices noted for each labor category, on-site or off-site, in each period. Note: Definitions: Off-site Offeror's Place of Work On-site Government (any state or political subdivision) Place of Work Procurement of Acquisition Support Services (PASS) RFP-18-002-SW, NASPO ValuePoint Master Agreement Terms and Conditions Exhibit 3 - SAMPLE NASPO VALUEPOINT DETAILED SALES DATA REPORT‌‌ Field Name Field Description VENDOR NAME The awarded Contractor's name VENDOR CONTRACT NUMBER Lead State assigned contract number (using Lead State’s numbering protocol) STATE State postal abbreviation code (Alaska = AK, Missouri = MO, etc.) CUSTOMER TYPE (SEGMENT) State Gov't, Education-K12, Education-HED, Local Gov't, Medical, Other - are acceptable segments. [determined by industrial practice for each contract - uniform for each contract] XXXX TO NAME Customer (agency) Bill to name XXXX TO ADDRESS Customer (agency) Bill to address BILL TO CITY Customer (agency) Bill to city BILL TO ZIPCODE Zip code in standard 5-4 format [standard 5 digits is acceptable, formatted as a zip code] ORDER NUMBER Vendor assigned order number CUSTOMER PO NUMBER Customer provided Purchase Order Number CUSTOMER NUMBER Vendor assigned account number for the purchasing entity ORDER TYPE Sales order, Credit/Return, Upgrade/Downgrade, etc. [determined by industrial practice for each contract - uniform for each contract] PO DATE (ORDER DATE) (mm/dd/ccyy) INVOICE DATE (mm/dd/ccyy) INVOICE NUMBER Vendor assigned Invoice Number CATEGORY NUMBER Category number of purchased services CATEGORY DESCRIPTION Description of purchased services LABOR CATEGORY Title of Labor Category NASPO ValuePoint PRICE NASPO ValuePoint Price- US Currency ($99999.999) - Labor category hourly price NUMBER OF HOURS Total number of hours TOTAL PRICE Extended Price (hourly price multiplied by the hours invoiced) - US Currency ($999999999.999) NASPO ValuePoint ADMIN FEE Administrative Fee based on Total Price - US Currency ($999999.999) Procurement of Acquisition Support Services (PASS) RFP-18-18-002-XX XXXXX ValuePoint Master Agreement Terms and Conditions Exhibit 3 - SAMPLE NASPO VALUEPOINT DETAILED SALES DATA REPORT Contractor: Quarter: Vendor Name Vendor Contract Number State Customer Type Xxxx to Name Bill to Address Bill to City Bill to Zipcode Order Number Customer PO Number Customer Number Order Type PO Date Invoice Date Invoice Number Category Number Category Description Labor Category NASPO ValuePoint Labor Category Price Number of Hours Total Price Admin Fee Specifications Acquisition /Scope of Support Ameda, Inc. CA-12345 CA Local Gov't A37565 COU 725 EAST SA SAN XXXX 95126 Sales Order #40356934 A37565 Invoice 3/3/2017 3/17/2017 21326 Category On Work Review Specialist III $400.00 50 $20,000.00 $50.00 Cost & Pricing Ameda, Inc. CA-12345 CA K-12 A73613 STAT PO BOX 9973 SACRAMENT 00009-5899 Sales Order # 16-PO-00515 A73613 Invoice 3/2/2017 3/17/2017 21328 Category Fiv Analysis Analyst II $500.00 55 $27,500.00 $68.75 Procurement of Acquisition Support Services (PASS) RFP-18-18-002-XX XXXXX ValuePoint Master Agreement Terms and Conditions

Appears in 1 contract

Samples: Naspo Valuepoint Master Agreement

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Leasing or Alternative Financing Methods. The procurement and other applicable laws of some Purchasing Entities may permit the use of leasing or alternative financing methods for the acquisition of Products under this Master Agreement. Where the terms and conditions are not otherwise prescribed in an applicable Participating Addendum, the terms and conditions for leasing or alternative financing methods are subject to negotiation between the Contractor and Purchasing Entity. Exhibit 1 – Labor Category Minimum Qualifications LABOR CATEGORIES Labor Category Minimum Qualification(s) Program Director (Key Personnel) Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Ten or more years of progressive experience in managing significant projects and processes. • Must have the ability to manage and direct large and complex project tasks covering contract administration which may include acquisition planning, RFP/IFB preparation, market research, cost and price analysis, evaluation of performance, contract termination, and contract closeout. • Ability to research and define multiple project scopes, schedules, and targets. • Provides expert advice and guidance to agency senior level staff members. Preferred Qualifications • Project Management certification • Master’s Degree or higher Program Manager Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Eight or more years of providing management for multiple projects/tasks and ongoing operational efforts • Must have the ability to provide technical knowledge on the effectiveness and efficiency of government programs. • Able to apply advanced or specialized knowledge of the nature of agency programs and activities, agency policies and objectives • Possessing the analytical and evaluative methods and techniques for assessing program development and execution. Preferred Qualifications • Project Management certification • Master’s Degree or higher Exhibit 1 – Labor Category Minimum Qualifications LABOR CATEGORIES Labor Category Minimum Qualifications(s) Subject Matter Expert III Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Fifteen (15) or more years of progressive experience and possess extensive knowledge when advising on large and high complex project/programs. • Must have the ability to analyze project requirements and develop strategic solutions and plans to meet agency’s needs. • Able to provide highly technical and specialized guidance concerning solutions to complex problems. • Demonstrates executive decision-making skills and judgment. • Applies principles and methods of the subject matter to specialized solutions. Preferred Qualifications • Project Management certification • Master’s Degree or higher Subject Matter Expert II Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Eight (8) or more years of progressive experience and possess extensive knowledge when advising on large and high complex project/programs. • Must have the ability to analyze project requirements and develop strategic solutions and plans to meet agency’s needs. • Able to provide highly technical and specialized guidance concerning solutions to complex problems. • Demonstrates executive decision-making skills and judgment. • Applies principles and methods of the subject matter to specialized solutions. Preferred Qualifications • Project Management certification • Master’s Degree or higher Subject Matter Expert I Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Five (5) or more years of progressive experience • Must have the ability to analyze project requirements and develop strategic solutions and plans to meet agency’s needs. • Able to provide highly technical and specialized guidance concerning solutions to complex problems. • Applies principles and methods of the subject matter to specialized solutions. Preferred Qualifications • Project Management certification • Master’s Degree or higher Exhibit 1 – Labor Category Minimum Qualifications LABOR CATEGORIES Labor Category Minimum Qualifications(s) Acquisition Support Specialist III (Key Personnel) Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Eight (8) or more years of providing a broad range of complex acquisition management support services. • Must have the ability read and interpret each State’s acquisition policy, regulations, and directives and apply those interpretations fully and legally to all activities described in the Statement of Work (SOW.) • Able to analyze cost and pricing data, assistance in proposal evaluations, and assistance in preparing contract negotiations. Preferred Qualifications • Certification from a nationally recognized organization such as NCMA, UPPCC or DAU. • Master’s Degree or higher in Business Administration, Business Law, or Public Administration Acquisition Support Specialist II Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Five (5) or more years of providing a broad range of complex acquisition management support services. • Must have the ability read and interpret each State’s acquisition policy, regulations, and directives and apply those interpretations fully and legally to all activities described in the Statement of Work (SOW.) • Able to analyze cost and pricing data, assistance in proposal evaluations, and assistance in preparing contract negotiations. Preferred Qualifications • Certification from a nationally recognized organization such as NCM, UPPCC or DAU. • Master’s Degree or higher in Business Administration, Business Law, or Public Administration Acquisition Support Specialist I Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Three (3) or more years of providing a broad range of complex acquisition management support services. • Must have the ability read and interpret each State’s acquisition policy, regulations, and directives and apply those interpretations fully and legally to all activities described in the Statement of Work (SOW.) • Able to analyze cost and pricing data, assistance in proposal evaluations, and assistance in preparing contract negotiations. Preferred Qualifications • Certification from a nationally recognized organization such as NCMA, UPPCC or DAU. • Master’s Degree or higher in Business Administration, Business Law, or Public Administration Exhibit 1 – Labor Category Minimum Qualifications LABOR CATEGORIES Labor Category Minimum Qualification(s) Analyst II Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Five (5) or more years of relevant experience in developing and applying analytic methodologies. • Ability to lead the application of analytic techniques and assist in defining the project objectives, methodologies, and principles. • Perform a wide variety of analytical tasks with the continuous improvement of processes, personnel, organization, system, or training. Preferred Qualifications • Business Data Analytics Certificate, Cost Estimator/Analyst Certification, CPA License • Master’s Degree Analyst I Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Three (3) or more years of relevant experience in developing and applying analytic methodologies. • Ability to lead the application of analytic techniques and assist in defining the project objectives, methodologies, and principles. • Perform a wide variety of analytical tasks with the continuous improvement of processes, personnel, organization, system, or training. Preferred Qualifications • Business Data Analytics Certificate, Cost Estimator/Analyst Certification, CPA License CIVIC INITIATIVESMATHTECH, LLC‌ INC.‌ Exhibit 2 - Hourly Labor Rates Base Period: Year 1 and 2 Optional Period: Year 3 Optional Period: Year 4 Optional Period: Year 5 Labor Categories Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Program Director $ 215.00 175.00 $ 230.00 225.00 $ 219.30 178.50 $ 234.60 234.00 $ 223.69 182.07 $ 239.29 238.68 $ 228.16 185.71 $ 244.08 243.45 Program Manager $ 170.00 160.00 $ 185.00 210.00 $ 173.40 163.20 $ 188.70 218.40 $ 176.87 166.46 $ 192.47 222.77 $ 180.41 169.79 $ 196.32 227.22 Subject Matter Expert III $ 195.00 155.00 $ 210.00 205.00 $ 198.90 158.10 $ 214.20 213.20 $ 202.88 161.26 $ 218.48 217.46 $ 206.94 164.49 $ 222.85 221.81 Subject Matter Expert II $ 170.00 135.00 $ 185.00 $ 173.40 137.70 $ 188.70 192.40 $ 176.87 140.45 $ 192.47 196.25 $ 180.41 143.26 $ 196.32 200.17 Subject Matter Expert I $ 140.00 115.00 $ 155.00 165.00 $ 142.80 117.30 $ 158.10 171.60 $ 145.66 119.65 $ 161.26 175.03 $ 148.57 122.04 $ 164.49 178.53 Acquisition Support Specialist III $ 170.00 155.00 $ 185.00 205.00 $ 173.40 158.10 $ 188.70 213.20 $ 176.87 161.26 $ 192.47 217.46 $ 180.41 164.49 $ 196.32 221.81 Acquisition Support Specialist II $ 140.00 135.00 $ 155.00 185.00 $ 142.80 137.70 $ 158.10 192.40 $ 145.66 140.45 $ 161.26 196.25 $ 148.57 143.26 $ 164.49 200.17 Acquisition Support Specialist I $ 105.00 115.00 $ 120.00 165.00 $ 107.10 117.30 $ 122.40 171.60 $ 109.24 119.65 $ 124.85 175.03 $ 111.43 122.04 $ 127.35 178.53 Analyst II $ 120.00 110.00 $ 135.00 160.00 $ 122.40 112.20 $ 137.70 166.40 $ 124.85 114.44 $ 140.45 169.73 $ 127.35 116.73 $ 143.26 173.12 Analyst I $ 95.00 100.00 $ 110.00 150.00 $ 96.90 102.00 $ 112.20 156.00 $ 98.84 104.04 $ 114.44 159.12 $ 100.82 106.12 $ 116.73 162.30 At minimum, Contractor shall honor prices noted for each labor category, on-site or off-site, in each period. Note: Definitions: Off-site Offeror's Place of Work On-site Government (any state or political subdivision) Place of Work Procurement of Acquisition Support Services (PASS) RFP-18-002-SW, NASPO ValuePoint Master Agreement Terms and Conditions Exhibit 3 - SAMPLE NASPO VALUEPOINT DETAILED SALES DATA REPORT‌‌ Field Name Field Description VENDOR NAME The awarded Contractor's name VENDOR CONTRACT NUMBER Lead State assigned contract number (using Lead State’s numbering protocol) STATE State postal abbreviation code (Alaska = AK, Missouri = MO, etc.) CUSTOMER TYPE (SEGMENT) State Gov't, Education-K12, Education-HED, Local Gov't, Medical, Other - are acceptable segments. [determined by industrial practice for each contract - uniform for each contract] XXXX TO NAME Customer (agency) Bill to name XXXX TO ADDRESS Customer (agency) Bill to address BILL TO CITY Customer (agency) Bill to city BILL TO ZIPCODE Zip code in standard 5-4 format [standard 5 digits is acceptable, formatted as a zip code] ORDER NUMBER Vendor assigned order number CUSTOMER PO NUMBER Customer provided Purchase Order Number CUSTOMER NUMBER Vendor assigned account number for the purchasing entity ORDER TYPE Sales order, Credit/Return, Upgrade/Downgrade, etc. [determined by industrial practice for each contract - uniform for each contract] PO DATE (ORDER DATE) (mm/dd/ccyy) INVOICE DATE (mm/dd/ccyy) INVOICE NUMBER Vendor assigned Invoice Number CATEGORY NUMBER Category number of purchased services CATEGORY DESCRIPTION Description of purchased services LABOR CATEGORY Title of Labor Category NASPO ValuePoint PRICE NASPO ValuePoint Price- US Currency ($99999.999) - Labor category hourly price NUMBER OF HOURS Total number of hours TOTAL PRICE Extended Price (hourly price multiplied by the hours invoiced) - US Currency ($999999999.999) NASPO ValuePoint ADMIN FEE Administrative Fee based on Total Price - US Currency ($999999.999) Procurement of Acquisition Support Services (PASS) RFP-18-18-002-XX XXXXX ValuePoint Master Agreement Terms and Conditions Exhibit 3 - SAMPLE NASPO VALUEPOINT DETAILED SALES DATA REPORT Contractor: Quarter: Vendor Name Vendor Contract Number State Customer Type Xxxx to Name Bill to Address Bill to City Bill to Zipcode Order Number Customer PO Number Customer Number Order Type PO Date Invoice Date Invoice Number Category Number Category Description Labor Category NASPO ValuePoint Labor Category Price Number of Hours Total Price Admin Fee Specifications Acquisition /Scope of Support Ameda, Inc. CA-12345 CA Local Gov't A37565 COU 725 EAST SA SAN XXXX 95126 Sales Order #40356934 A37565 Invoice 3/3/2017 3/17/2017 21326 Category On Work Review Specialist III $400.00 50 $20,000.00 $50.00 Cost & Pricing Ameda, Inc. CA-12345 CA K-12 A73613 STAT PO BOX 9973 SACRAMENT 00009-5899 Sales Order # 16-PO-00515 A73613 Invoice 3/2/2017 3/17/2017 21328 Category Fiv Analysis Analyst II $500.00 55 $27,500.00 $68.75 Procurement of Acquisition Support Services (PASS) RFP-18-18-002-XX XXXXX ValuePoint Master Agreement Terms and Conditions

Appears in 1 contract

Samples: Naspo Valuepoint Master Agreement

Leasing or Alternative Financing Methods. The procurement and other applicable laws of some Purchasing Entities may permit the use of leasing or alternative financing methods for the acquisition of Products under this Master Agreement. Where the terms and conditions are not otherwise prescribed in an applicable Participating Addendum, the terms and conditions for leasing or alternative financing methods are subject to negotiation between the Contractor and Purchasing Entity. Exhibit 1 – Labor Category Minimum Qualifications LABOR CATEGORIES Labor Category Minimum Qualification(s) Program Director (Key Personnel) Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Ten or more years of progressive experience in managing significant projects and processes. • Must have the ability to manage and direct large and complex project tasks covering contract administration which may include acquisition planning, RFP/IFB preparation, market research, cost and price analysis, evaluation of performance, contract termination, and contract closeout. • Ability to research and define multiple project scopes, schedules, and targets. • Provides expert advice and guidance to agency senior level staff members. Preferred Qualifications • Project Management certification • Master’s Degree or higher Program Manager Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related fieldrelatedfield. • Eight or more years of providing management for multiple projects/tasks and ongoing operational efforts • Must have the ability to provide technical knowledge on the effectiveness and efficiency of government programs. • Able to apply advanced or specialized knowledge of the nature of agency programs and activities, agency policies and objectives • Possessing the analytical and evaluative methods and techniques for assessing program development and execution. Preferred Qualifications • Project Management certification • Master’s Degree or higher Exhibit 1 – Labor Category Minimum Qualifications LABOR CATEGORIES Labor Category Minimum Qualifications(s) Subject Matter Expert III Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Fifteen (15) or more years of progressive experience and possess extensive knowledge when advising on large and high complex project/programs. • Must have the ability to analyze project requirements and develop strategic solutions and plans to meet agency’s needs. • Able to provide highly technical and specialized guidance concerning solutions to complex problems. • Demonstrates executive decision-making skills and judgment. • Applies principles and methods of the subject matter to specialized solutions. Preferred Qualifications • Project Management certification • Master’s Degree or higher Subject Matter Expert II Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Eight (8) or more years of progressive experience and possess extensive knowledge when advising on large and high complex project/programs. • Must have the ability to analyze project requirements and develop strategic solutions and plans to meet agency’s needs. • Able to provide highly technical and specialized guidance concerning solutions to complex problems. • Demonstrates executive decision-making skills and judgment. • Applies principles and methods of the subject matter to specialized solutions. Preferred Qualifications • Project Management certification • Master’s Degree or higher Subject Matter Expert I Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Five (5) or more years of progressive experience • Must have the ability to analyze project requirements and develop strategic solutions and plans to meet agency’s needs. • Able to provide highly technical and specialized guidance concerning solutions to complex problems. • Applies principles and methods of the subject matter to specialized solutions. Preferred Qualifications • Project Management certification • Master’s Degree or higher Exhibit 1 – Labor Category Minimum Qualifications LABOR CATEGORIES Labor Category Minimum Qualifications(s) Acquisition Support Specialist III (Key Personnel) Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Eight (8) or more years of providing a broad range of complex acquisition management support services. • Must have the ability read and interpret each State’s acquisition policy, regulations, and directives and apply those interpretations fully and legally to all activities described in the Statement of Work (SOW.) • Able to analyze cost and pricing data, assistance in proposal evaluations, and assistance in preparing contract negotiations. Preferred Qualifications • Certification from a nationally recognized organization such as NCMA, UPPCC or DAU. • Master’s Degree or higher in Business Administration, Business Law, or Public Administration Acquisition Support Specialist II Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Five (5) or more years of providing a broad range of complex acquisition management support services. • Must have the ability read and interpret each State’s acquisition policy, regulations, and directives and apply those interpretations fully and legally to all activities described in the Statement of Work (SOW.) • Able to analyze cost and pricing data, assistance in proposal evaluations, and assistance in preparing contract negotiations. Preferred Qualifications • Certification from a nationally recognized organization such as NCM, UPPCC or DAU. • Master’s Degree or higher in Business Administration, Business Law, or Public Administration Acquisition Support Specialist I Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Three (3) or more years of providing a broad range of complex acquisition management support services. • Must have the ability read and interpret each State’s acquisition policy, regulations, and directives and apply those interpretations fully and legally to all activities described in the Statement of Work (SOW.) • Able to analyze cost and pricing data, assistance in proposal evaluations, and assistance in preparing contract negotiations. Preferred Qualifications • Certification from a nationally recognized organization such as NCMA, UPPCC or DAU. • Master’s Degree or higher in Business Administration, Business Law, or Public Administration Exhibit 1 – Labor Category Minimum Qualifications LABOR CATEGORIES Labor Category Minimum Qualification(s) Analyst II Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Five (5) or more years of relevant experience in developing and applying analytic methodologies. • Ability to lead the application of analytic techniques and assist in defining the project objectives, methodologies, and principles. • Perform a wide variety of analytical tasks with the continuous improvement of processes, personnel, organization, system, or training. Preferred Qualifications • Business Data Analytics Certificate, Cost Estimator/Analyst Certification, CPA License • Master’s Degree Analyst I Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Three (3) or more years of relevant experience in developing and applying analytic methodologies. • Ability to lead the application of analytic techniques and assist in defining the project objectives, methodologies, and principles. • Perform a wide variety of analytical tasks with the continuous improvement of processes, personnel, organization, system, or training. Preferred Qualifications • Business Data Analytics Certificate, Cost Estimator/Analyst Certification, CPA License CIVIC INITIATIVES, LLC‌ Exhibit 2 - Hourly Labor Rates Base Period: Year 1 and 2 Optional Period: Year 3 Optional Period: Year 4 Optional Period: Year 5 Labor Categories Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Program Director $ 215.00 $ 230.00 $ 219.30 $ 234.60 $ 223.69 $ 239.29 $ 228.16 $ 244.08 Program Manager $ 170.00 $ 185.00 $ 173.40 $ 188.70 $ 176.87 $ 192.47 $ 180.41 $ 196.32 Subject Matter Expert III $ 195.00 $ 210.00 $ 198.90 $ 214.20 $ 202.88 $ 218.48 $ 206.94 $ 222.85 Subject Matter Expert II $ 170.00 $ 185.00 $ 173.40 $ 188.70 $ 176.87 $ 192.47 $ 180.41 $ 196.32 Subject Matter Expert I $ 140.00 $ 155.00 $ 142.80 $ 158.10 $ 145.66 $ 161.26 $ 148.57 $ 164.49 Acquisition Support Specialist III $ 170.00 $ 185.00 $ 173.40 $ 188.70 $ 176.87 $ 192.47 $ 180.41 $ 196.32 Acquisition Support Specialist II $ 140.00 $ 155.00 $ 142.80 $ 158.10 $ 145.66 $ 161.26 $ 148.57 $ 164.49 Acquisition Support Specialist I $ 105.00 $ 120.00 $ 107.10 $ 122.40 $ 109.24 $ 124.85 $ 111.43 $ 127.35 Analyst II $ 120.00 $ 135.00 $ 122.40 $ 137.70 $ 124.85 $ 140.45 $ 127.35 $ 143.26 Analyst I $ 95.00 $ 110.00 $ 96.90 $ 112.20 $ 98.84 $ 114.44 $ 100.82 $ 116.73 At minimum, Contractor shall honor prices noted for each labor category, on-site or off-site, in each period. Note: Definitions: Off-site Offeror's Place of Work On-site Government (any state or political subdivision) Place of Work Procurement of Acquisition Support Services (PASS) RFP-18-002-SW, NASPO ValuePoint Master Agreement Terms and Conditions Exhibit 3 - SAMPLE NASPO VALUEPOINT DETAILED SALES DATA REPORT‌‌ REPORT‌ Field Name Field Description VENDOR NAME The awarded Contractor's name VENDOR CONTRACT NUMBER Lead State assigned contract number (using Lead State’s numbering protocol) STATE State postal abbreviation code (Alaska = AK, Missouri = MO, etc.) CUSTOMER TYPE (SEGMENT) State Gov't, Education-K12, Education-HED, Local Gov't, Medical, Other - are acceptable segments. [determined by industrial practice for each contract - uniform for each contract] XXXX TO NAME Customer (agency) Bill to name XXXX TO ADDRESS Customer (agency) Bill to address BILL TO CITY Customer (agency) Bill to city BILL TO ZIPCODE Zip code in standard 5-4 format [standard 5 digits is acceptable, formatted as a zip code] ORDER NUMBER Vendor assigned order number CUSTOMER PO NUMBER Customer provided Purchase Order Number CUSTOMER NUMBER Vendor assigned account number for the purchasing entity ORDER TYPE Sales order, Credit/Return, Upgrade/Downgrade, etc. [determined by industrial practice for each contract - uniform for each contract] PO DATE (ORDER DATE) (mm/dd/ccyy) INVOICE DATE (mm/dd/ccyy) INVOICE NUMBER Vendor assigned Invoice Number CATEGORY NUMBER Category number of purchased services CATEGORY DESCRIPTION Description of purchased services LABOR CATEGORY Title of Labor Category NASPO ValuePoint PRICE NASPO ValuePoint Price- US Currency ($99999.999) - Labor category hourly price NUMBER OF HOURS Total number of hours TOTAL PRICE Extended Price (hourly price multiplied by the hours invoiced) - US Currency ($999999999.999) NASPO ValuePoint ADMIN FEE Administrative Fee based on Total Price - US Currency ($999999.999) Procurement of Acquisition Support Services (PASS) RFP-18-18-002-XX XXXXX ValuePoint Master Agreement Terms and Conditions Exhibit 3 - SAMPLE NASPO VALUEPOINT DETAILED SALES DATA REPORT Contractor: Quarter: Vendor Name Vendor Contract Number State Customer Type Xxxx to Name Bill to Address Bill to City Bill to Zipcode Order Number Customer PO Number Customer Number Order Type PO Date Invoice Date Invoice Number Category Number Category Description Labor Category NASPO ValuePoint Labor Category Price Number of Hours Total Price Admin Fee Specifications Acquisition /Scope of Support Ameda, Inc. CA-12345 CA Local Gov't A37565 COU 725 EAST SA SAN XXXX 95126 Sales Order #40356934 A37565 Invoice 3/3/2017 3/17/2017 21326 Category On Work Review Specialist III $400.00 50 $20,000.00 $50.00 Cost & Pricing Ameda, Inc. CA-12345 CA K-12 A73613 STAT PO BOX 9973 SACRAMENT 00009-5899 Sales Order # 16-PO-00515 A73613 Invoice 3/2/2017 3/17/2017 21328 Category Fiv Analysis Analyst II $500.00 55 $27,500.00 $68.75 Procurement of Acquisition Support Services (PASS) RFP-18-18-002-XX XXXXX ValuePoint Master Agreement Terms and ConditionsConditions CENTER FOR APPLIED INNOVATION, LLC Exhibit 2 ‐ Hourly Labor Rates Base Period: Year 1 and 2 Optional Period: Year 3 Optional Period: Year 4 Optional Period: Year 5 Labor Categories Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Program Director $ 205.17 $ 191.19 $ 209.27 $ 195.01 $ 213.46 $ 198.91 $ 217.73 $ 202.89 Program Manager $ 196.56 $ 183.16 $ 200.49 $ 186.82 $ 204.50 $ 190.56 $ 208.59 $ 194.37 Subject Matter Expert III $ 268.02 $ 249.75 $ 273.38 $ 254.75 $ 278.85 $ 259.85 $ 284.43 $ 265.05 Subject Matter Expert II $ 196.56 $ 183.16 $ 200.49 $ 186.82 $ 204.50 $ 190.56 $ 208.59 $ 194.37 Subject Matter Expert I $ 164.39 $ 153.18 $ 167.68 $ 156.24 $ 171.03 $ 159.36 $ 174.45 $ 162.55 Acquisition Support Specialist III $ 185.83 $ 173.16 $ 189.55 $ 176.62 $ 193.34 $ 180.15 $ 197.21 $ 183.75 Acquisition Support Specialist II $ 111.33 $ 103.74 $ 113.56 $ 105.81 $ 115.83 $ 107.93 $ 118.15 $ 110.09 Acquisition Support Specialist I $ 78.00 $ 72.68 $ 79.56 $ 74.13 $ 81.15 $ 75.61 $ 82.77 $ 77.12 Analyst II $ 89.27 $ 83.18 $ 91.06 $ 84.84 $ 92.88 $ 86.54 $ 94.74 $ 88.27 Analyst I $ 68.08 $ 63.44 $ 69.44 $ 64.71 $ 70.83 $ 66.00 $ 72.25 $ 67.32 At minimum, Contractor shall honor prices noted for each labor category, on‐site or off‐site, in each period. Note: Definitions: Off‐site Offeror's Place of Work On‐site Government (any state or political subdivision) Place of Work

Appears in 1 contract

Samples: Naspo Valuepoint Master Agreement

Leasing or Alternative Financing Methods. The procurement and other applicable laws of some Purchasing Entities may permit the use of leasing or alternative financing methods for the acquisition of Products under this Master Agreement. Where the terms and conditions are not otherwise prescribed in an applicable Participating Addendum, the terms and conditions for leasing or alternative financing methods are subject to negotiation between the Contractor and Purchasing Entity. Exhibit 1 – Labor Category Minimum Qualifications LABOR CATEGORIES Labor Category Minimum Qualification(s) Program Director (Key Personnel) Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Ten or more years of progressive experience in managing significant projects and processes. • Must have the ability to manage and direct large and complex project tasks covering contract administration which may include acquisition planning, RFP/IFB preparation, market research, cost and price analysis, evaluation of performance, contract termination, and contract closeout. • Ability to research and define multiple project scopes, schedules, and targets. • Provides expert advice and guidance to agency senior level staff members. Preferred Qualifications • Project Management certification • Master’s Degree or higher Program Manager Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Eight or more years of providing management for multiple projects/tasks and ongoing operational efforts • Must have the ability to provide technical knowledge on the effectiveness and efficiency of government programs. • Able to apply advanced or specialized knowledge of the nature of agency programs and activities, agency policies and objectives • Possessing the analytical and evaluative methods and techniques for assessing program development and execution. Preferred Qualifications • Project Management certification • Master’s Degree or higher Exhibit 1 – Labor Category Minimum Qualifications LABOR CATEGORIES Labor Category Minimum Qualifications(s) Subject Matter Expert III Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Fifteen (15) or more years of progressive experience and possess extensive knowledge when advising on large and high complex project/programs. • Must have the ability to analyze project requirements and develop strategic solutions and plans to meet agency’s needs. • Able to provide highly technical and specialized guidance concerning solutions to complex problems. • Demonstrates executive decision-making skills and judgment. • Applies principles and methods of the subject matter to specialized solutions. Preferred Qualifications • Project Management certification • Master’s Degree or higher Subject Matter Expert II Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Eight (8) or more years of progressive experience and possess extensive knowledge when advising on large and high complex project/programs. • Must have the ability to analyze project requirements and develop strategic solutions and plans to meet agency’s needs. • Able to provide highly technical and specialized guidance concerning solutions to complex problems. • Demonstrates executive decision-making skills and judgment. • Applies principles and methods of the subject matter to specialized solutions. Preferred Qualifications • Project Management certification • Master’s Degree or higher Subject Matter Expert I Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Five (5) or more years of progressive experience • Must have the ability to analyze project requirements and develop strategic solutions and plans to meet agency’s needs. • Able to provide highly technical and specialized guidance concerning solutions to complex problems. • Applies principles and methods of the subject matter to specialized solutions. Preferred Qualifications • Project Management certification • Master’s Degree or higher Exhibit 1 – Labor Category Minimum Qualifications LABOR CATEGORIES Labor Category Minimum Qualifications(s) Acquisition Support Specialist III (Key Personnel) Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Eight (8) or more years of providing a broad range of complex acquisition management support services. • Must have the ability read and interpret each State’s acquisition policy, regulations, and directives and apply those interpretations fully and legally to all activities described in the Statement of Work (SOW.) • Able to analyze cost and pricing data, assistance in proposal evaluations, and assistance in preparing contract negotiations. Preferred Qualifications • Certification from a nationally recognized organization such as NCMA, UPPCC or DAU. • Master’s Degree or higher in Business Administration, Business Law, or Public Administration Acquisition Support Specialist II Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Five (5) or more years of providing a broad range of complex acquisition management support services. • Must have the ability read and interpret each State’s acquisition policy, regulations, and directives and apply those interpretations fully and legally to all activities described in the Statement of Work (SOW.) • Able to analyze cost and pricing data, assistance in proposal evaluations, and assistance in preparing contract negotiations. Preferred Qualifications • Certification from a nationally recognized organization such as NCM, UPPCC or DAU. • Master’s Degree or higher in Business Administration, Business Law, or Public Administration Acquisition Support Specialist I Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Three (3) or more years of providing a broad range of complex acquisition management support services. • Must have the ability read and interpret each State’s acquisition policy, regulations, and directives and apply those interpretations fully and legally to all activities described in the Statement of Work (SOW.) • Able to analyze cost and pricing data, assistance in proposal evaluations, and assistance in preparing contract negotiations. Preferred Qualifications • Certification from a nationally recognized organization such as NCMA, UPPCC or DAU. • Master’s Degree or higher in Business Administration, Business Law, or Public Administration Exhibit 1 – Labor Category Minimum Qualifications LABOR CATEGORIES Labor Category Minimum Qualification(s) Analyst II Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Five (5) or more years of relevant experience in developing and applying analytic methodologies. • Ability to lead the application of analytic techniques and assist in defining the project objectives, methodologies, and principles. • Perform a wide variety of analytical tasks with the continuous improvement of processes, personnel, organization, system, or training. Preferred Qualifications • Business Data Analytics Certificate, Cost Estimator/Analyst Certification, CPA License • Master’s Degree Analyst I Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Three (3) or more years of relevant experience in developing and applying analytic methodologies. • Ability to lead the application of analytic techniques and assist in defining the project objectives, methodologies, and principles. • Perform a wide variety of analytical tasks with the continuous improvement of processes, personnel, organization, system, or training. Preferred Qualifications • Business Data Analytics Certificate, Cost Estimator/Analyst Certification, CPA License CIVIC INITIATIVESITSC Secure Solutions, LLC‌ Exhibit 2 - Hourly Labor Rates Base Period: Year 1 and 2 Optional Period: Year 3 Optional Period: Year 4 Optional Period: Year 5 Labor Categories Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Program Director $ 215.00 126.84 $ 230.00 115.67 $ 219.30 128.42 $ 234.60 117.11 $ 223.69 130.98 $ 239.29 119.45 $ 228.16 133.60 $ 244.08 125.32 Program Manager $ 170.00 108.02 $ 185.00 98.51 $ 173.40 109.36 $ 188.70 99.73 $ 176.87 111.55 $ 192.47 101.72 $ 180.41 113.78 $ 196.32 16.72 Subject Matter Expert III $ 195.00 168.51 $ 210.00 153.67 $ 198.90 170.60 $ 214.20 155.58 $ 202.88 174.01 $ 218.48 158.69 $ 206.94 177.49 $ 222.85 166.49 Subject Matter Expert II $ 170.00 151.23 $ 185.00 137.91 $ 173.40 153.10 $ 188.70 139.62 $ 176.87 156.17 $ 192.47 142.41 $ 180.41 159.29 $ 196.32 149.41 Subject Matter Expert I $ 140.00 133.94 $ 155.00 122.15 $ 142.80 135.61 $ 158.10 123.66 $ 145.66 138.32 $ 161.26 126.14 $ 148.57 141.09 $ 164.49 132.34 Acquisition Support Specialist III $ 170.00 89.42 $ 185.00 81.55 $ 173.40 90.53 $ 188.70 82.56 $ 176.87 92.34 $ 192.47 84.21 $ 180.41 94.19 $ 196.32 88.35 Acquisition Support Specialist II $ 140.00 70.86 $ 155.00 64.62 $ 142.80 71.74 $ 158.10 65.42 $ 145.66 73.18 $ 161.26 66.73 $ 148.57 74.64 $ 164.49 70.01 Acquisition Support Specialist I $ 105.00 56.17 $ 120.00 51.22 $ 107.10 56.87 $ 122.40 51.86 $ 109.24 58.00 $ 124.85 52.90 $ 111.43 59.16 $ 127.35 55.50 Analyst II $ 120.00 95.06 $ 135.00 86.68 $ 122.40 96.24 $ 137.70 87.76 $ 124.85 98.16 $ 140.45 89.52 $ 127.35 100.12 $ 143.26 93.92 Analyst I $ 95.00 82.09 $ 110.00 74.86 $ 96.90 83.11 $ 112.20 75.79 $ 98.84 84.78 $ 114.44 77.31 $ 100.82 86.47 $ 116.73 81.11 Note: At minimum, Contractor shall honor prices noted for each labor category, on-site or off-site, in each period. Note: Definitions: Off-site Offeror's Place of Work On-site Government (any state or political subdivision) Place of Work Procurement of Acquisition Support Services (PASS) RFP-18-002-SW, NASPO ValuePoint Master Agreement Terms and Conditions Exhibit 3 - SAMPLE NASPO VALUEPOINT DETAILED SALES DATA REPORT‌‌ Field Name Field Description VENDOR NAME The awarded Contractor's name VENDOR CONTRACT NUMBER Lead State assigned contract number (using Lead State’s numbering protocol) STATE State postal abbreviation code (Alaska = AK, Missouri = MO, etc.) CUSTOMER TYPE (SEGMENT) State Gov't, Education-K12, Education-HED, Local Gov't, Medical, Other - are acceptable segments. [determined by industrial practice for each contract - uniform for each contract] XXXX TO NAME Customer (agency) Bill to name XXXX TO ADDRESS Customer (agency) Bill to address BILL TO CITY Customer (agency) Bill to city BILL TO ZIPCODE Zip code in standard 5-4 format [standard 5 digits is acceptable, formatted as a zip code] ORDER NUMBER Vendor assigned order number CUSTOMER PO NUMBER Customer provided Purchase Order Number CUSTOMER NUMBER Vendor assigned account number for the purchasing entity ORDER TYPE Sales order, Credit/Return, Upgrade/Downgrade, etc. [determined by industrial practice for each contract - uniform for each contract] PO DATE (ORDER DATE) (mm/dd/ccyy) INVOICE DATE (mm/dd/ccyy) INVOICE NUMBER Vendor assigned Invoice Number CATEGORY NUMBER Category number of purchased services CATEGORY DESCRIPTION Description of purchased services LABOR CATEGORY Title of Labor Category NASPO ValuePoint PRICE NASPO ValuePoint Price- US Currency ($99999.999) - Labor category hourly price NUMBER OF HOURS Total number of hours TOTAL PRICE Extended Price (hourly price multiplied by the hours invoiced) - US Currency ($999999999.999) NASPO ValuePoint ADMIN FEE Administrative Fee based on Total Price - US Currency ($999999.999) Procurement of Acquisition Support Services (PASS) RFP-18-18-002-XX XXXXX ValuePoint Master Agreement Terms and Conditions Exhibit 3 - SAMPLE NASPO VALUEPOINT DETAILED SALES DATA REPORT Contractor: Quarter: Vendor Name Vendor Contract Number State Customer Type Xxxx to Name Bill to Address Bill to City Bill to Zipcode Order Number Customer PO Number Customer Number Order Type PO Date Invoice Date Invoice Number Category Number Category Description Labor Category NASPO ValuePoint Labor Category Price Number of Hours Total Price Admin Fee Specifications Acquisition /Scope of Support Ameda, Inc. CA-12345 CA Local Gov't A37565 COU 725 EAST SA SAN 000 XXXX 95126 XX XXX XXXX 00000 Sales Order #40356934 A37565 Invoice 3/3/2017 3/17/2017 21326 Category On Work Review Specialist III $400.00 50 $20,000.00 $50.00 Cost & Pricing Ameda, Inc. CA-12345 CA K-12 A73613 STAT PO BOX 9973 SACRAMENT 00009XX XXX 0000 XXXXXXXXX 00000-5899 0000 Sales Order # 16-PO-00515 A73613 Invoice 3/2/2017 3/17/2017 21328 Category Fiv Analysis Analyst II $500.00 55 $27,500.00 $68.75 Procurement of Acquisition Support Services (PASS) RFP-18-18-002-XX XXXXX ValuePoint Master Agreement Terms and ConditionsConditions ITSC Secure Solutions, LLC‌ Exhibit 2 - Hourly Labor Rates Base Period: Year 1 and 2 Optional Period: Year 3 Optional Period: Year 4 Optional Period: Year 5 Labor Categories Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Program Director $ 126.84 $ 115.67 $ 128.42 $ 117.11 $ 130.98 $ 119.45 $ 133.60 $ 125.32 Program Manager $ 108.02 $ 98.51 $ 109.36 $ 99.73 $ 111.55 $ 101.72 $ 113.78 $ 16.72 Subject Matter Expert III $ 168.51 $ 153.67 $ 170.60 $ 155.58 $ 174.01 $ 158.69 $ 177.49 $ 166.49 Subject Matter Expert II $ 151.23 $ 137.91 $ 153.10 $ 139.62 $ 156.17 $ 142.41 $ 159.29 $ 149.41 Subject Matter Expert I $ 133.94 $ 122.15 $ 135.61 $ 123.66 $ 138.32 $ 126.14 $ 141.09 $ 132.34 Acquisition Support Specialist III $ 89.42 $ 81.55 $ 90.53 $ 82.56 $ 92.34 $ 84.21 $ 94.19 $ 88.35 Acquisition Support Specialist II $ 70.86 $ 64.62 $ 71.74 $ 65.42 $ 73.18 $ 66.73 $ 74.64 $ 70.01 Acquisition Support Specialist I $ 56.17 $ 51.22 $ 56.87 $ 51.86 $ 58.00 $ 52.90 $ 59.16 $ 55.50 Analyst II $ 95.06 $ 86.68 $ 96.24 $ 87.76 $ 98.16 $ 89.52 $ 100.12 $ 93.92 Analyst I $ 82.09 $ 74.86 $ 83.11 $ 75.79 $ 84.78 $ 77.31 $ 86.47 $ 81.11 Note: At minimum, Contractor shall honor prices noted for each labor category, on-site or off-site, in each period. Definitions: Off-site Offeror's Place of Work On-site Government (any state or political subdivision) Place of Work Procurement of Acquisition Support Services (PASS) RFP-18-002-SW, NASPO ValuePoint Master Agreement Terms and Conditions NASPO ValuePoint AMENDMENT #1 MASTER AGREEMENT‌ Procurement of Acquisition Support Services (PASS) Led by the State of Hawaii Master Agreement #: 19-19- (hereinafter “Master Agreement”) Contractor: (hereinafter “Contractor”) Lead State: STATE OF HAWAII (hereinafter “Lead State”) Amendment #1 of Master Agreement (Master Agreement #19-19- ) for Procurement of Acquisition Support Services (PASS), is made and entered into by and between the Lead State acting by and through the Department of Accounting and General Services, State Procurement Office, a State of Hawaii governmental agency (“State”) on behalf of the NASPO ValuePoint Xxxxxx tive Purchasing Program.

Appears in 1 contract

Samples: Naspo Valuepoint Master Agreement

Leasing or Alternative Financing Methods. The procurement and other applicable laws of some Purchasing Entities may permit the use of leasing or alternative financing methods for the acquisition of Products under this Master Agreement. Where the terms and conditions are not otherwise prescribed in an applicable Participating Addendum, the terms and conditions for leasing or alternative financing methods are subject to negotiation between the Contractor and Purchasing Entity. Exhibit 1 – Labor Category Minimum Qualifications LABOR CATEGORIES Labor Category Minimum Qualification(s) Program Director (Key Personnel) Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Ten or more years of progressive experience in managing significant projects and processes. • Must have the ability to manage and direct large and complex project tasks covering contract administration which may include acquisition planning, RFP/IFB preparation, market research, cost and price analysis, evaluation of performance, contract termination, and contract closeout. • Ability to research and define multiple project scopes, schedules, and targets. • Provides expert advice and guidance to agency senior level staff members. Preferred Qualifications • Project Management certification • Master’s Degree or higher Program Manager Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related fieldrelatedfield. • Eight or more years of providing management for multiple projects/tasks and ongoing operational efforts • Must have the ability to provide technical knowledge on the effectiveness and efficiency of government programs. • Able to apply advanced or specialized knowledge of the nature of agency programs and activities, agency policies and objectives • Possessing the analytical and evaluative methods and techniques for assessing program development and execution. Preferred Qualifications • Project Management certification • Master’s Degree or higher Exhibit 1 – Labor Category Minimum Qualifications LABOR CATEGORIES Labor Category Minimum Qualifications(s) Subject Matter Expert III Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Fifteen (15) or more years of progressive experience and possess extensive knowledge when advising on large and high complex project/programs. • Must have the ability to analyze project requirements and develop strategic solutions and plans to meet agency’s needs. • Able to provide highly technical and specialized guidance concerning solutions to complex problems. • Demonstrates executive decision-making skills and judgment. • Applies principles and methods of the subject matter to specialized solutions. Preferred Qualifications • Project Management certification • Master’s Degree or higher Subject Matter Expert II Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Eight (8) or more years of progressive experience and possess extensive knowledge when advising on large and high complex project/programs. • Must have the ability to analyze project requirements and develop strategic solutions and plans to meet agency’s needs. • Able to provide highly technical and specialized guidance concerning solutions to complex problems. • Demonstrates executive decision-making skills and judgment. • Applies principles and methods of the subject matter to specialized solutions. Preferred Qualifications • Project Management certification • Master’s Degree or higher Subject Matter Expert I Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Five (5) or more years of progressive experience • Must have the ability to analyze project requirements and develop strategic solutions and plans to meet agency’s needs. • Able to provide highly technical and specialized guidance concerning solutions to complex problems. • Applies principles and methods of the subject matter to specialized solutions. Preferred Qualifications • Project Management certification • Master’s Degree or higher Exhibit 1 – Labor Category Minimum Qualifications LABOR CATEGORIES Labor Category Minimum Qualifications(s) Acquisition Support Specialist III (Key Personnel) Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Eight (8) or more years of providing a broad range of complex acquisition management support services. • Must have the ability read and interpret each State’s acquisition policy, regulations, and directives and apply those interpretations fully and legally to all activities described in the Statement of Work (SOW.) • Able to analyze cost and pricing data, assistance in proposal evaluations, and assistance in preparing contract negotiations. Preferred Qualifications • Certification from a nationally recognized organization such as NCMA, UPPCC or DAU. • Master’s Degree or higher in Business Administration, Business Law, or Public Administration Acquisition Support Specialist II Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Five (5) or more years of providing a broad range of complex acquisition management support services. • Must have the ability read and interpret each State’s acquisition policy, regulations, and directives and apply those interpretations fully and legally to all activities described in the Statement of Work (SOW.) • Able to analyze cost and pricing data, assistance in proposal evaluations, and assistance in preparing contract negotiations. Preferred Qualifications • Certification from a nationally recognized organization such as NCM, UPPCC or DAU. • Master’s Degree or higher in Business Administration, Business Law, or Public Administration Acquisition Support Specialist I Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Three (3) or more years of providing a broad range of complex acquisition management support services. • Must have the ability read and interpret each State’s acquisition policy, regulations, and directives and apply those interpretations fully and legally to all activities described in the Statement of Work (SOW.) • Able to analyze cost and pricing data, assistance in proposal evaluations, and assistance in preparing contract negotiations. Preferred Qualifications • Certification from a nationally recognized organization such as NCMA, UPPCC or DAU. • Master’s Degree or higher in Business Administration, Business Law, or Public Administration Exhibit 1 – Labor Category Minimum Qualifications LABOR CATEGORIES Labor Category Minimum Qualification(s) Analyst II Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Five (5) or more years of relevant experience in developing and applying analytic methodologies. • Ability to lead the application of analytic techniques and assist in defining the project objectives, methodologies, and principles. • Perform a wide variety of analytical tasks with the continuous improvement of processes, personnel, organization, system, or training. Preferred Qualifications • Business Data Analytics Certificate, Cost Estimator/Analyst Certification, CPA License • Master’s Degree Analyst I Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Three (3) or more years of relevant experience in developing and applying analytic methodologies. • Ability to lead the application of analytic techniques and assist in defining the project objectives, methodologies, and principles. • Perform a wide variety of analytical tasks with the continuous improvement of processes, personnel, organization, system, or training. Preferred Qualifications • Business Data Analytics Certificate, Cost Estimator/Analyst Certification, CPA License CIVIC INITIATIVES, LLC‌ ASI GOVERNMENT INC‌ Exhibit 2 - Hourly Labor Rates Base Period: Year 1 and 2 Optional Period: Year 3 Optional Period: Year 4 Optional Period: Year 5 Labor Categories Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Program Director $ 215.00 190.00 $ 230.00 178.60 $ 219.30 193.61 $ 234.60 181.99 $ 223.69 197.29 $ 239.29 185.45 $ 228.16 201.04 $ 244.08 188.97 Program Manager $ 170.00 175.00 $ 185.00 164.50 $ 173.40 178.33 $ 188.70 167.63 $ 176.87 181.71 $ 192.47 170.81 $ 180.41 185.17 $ 196.32 174.06 Subject Matter Expert III $ 195.00 184.57 $ 210.00 173.50 $ 198.90 188.08 $ 214.20 176.79 $ 202.88 191.65 $ 218.48 180.15 $ 206.94 195.29 $ 222.85 183.57 Subject Matter Expert II $ 170.00 158.24 $ 185.00 148.75 $ 173.40 161.25 $ 188.70 151.57 $ 176.87 164.31 $ 192.47 154.45 $ 180.41 167.43 $ 196.32 157.39 Subject Matter Expert I $ 140.00 142.42 $ 155.00 133.87 $ 142.80 145.13 $ 158.10 136.42 $ 145.66 147.88 $ 161.26 139.01 $ 148.57 150.69 $ 164.49 141.65 Acquisition Support Specialist III $ 170.00 176.53 $ 185.00 165.94 $ 173.40 179.88 $ 188.70 169.09 $ 176.87 183.30 $ 192.47 172.30 $ 180.41 186.78 $ 196.32 175.58 Acquisition Support Specialist II $ 140.00 158.24 $ 155.00 148.75 $ 142.80 161.25 $ 158.10 151.57 $ 145.66 164.31 $ 161.26 154.45 $ 148.57 167.43 $ 164.49 157.39 Acquisition Support Specialist I $ 105.00 96.48 $ 120.00 90.69 $ 107.10 98.31 $ 122.40 92.41 $ 109.24 100.18 $ 124.85 94.17 $ 111.43 102.08 $ 127.35 95.96 Analyst II $ 120.00 128.08 $ 135.00 120.40 $ 122.40 130.51 $ 137.70 122.68 $ 124.85 132.99 $ 140.45 125.01 $ 127.35 135.52 $ 143.26 127.39 Analyst I $ 95.00 96.48 $ 110.00 90.69 $ 96.90 98.31 $ 112.20 92.41 $ 98.84 100.18 $ 114.44 94.17 $ 100.82 102.08 $ 116.73 95.96 Note: At minimum, Contractor shall honor prices noted for each labor category, on-site or off-site, in each period. Note: Definitions: Off-site Offeror's Place of Work On-site Government (any state or political subdivision) Place of Work Procurement of Acquisition Support Services (PASS) RFP-18-002-SW, NASPO ValuePoint Master Agreement Terms and Conditions Exhibit 3 - SAMPLE NASPO VALUEPOINT DETAILED SALES DATA REPORT‌‌ Field Name Field Description VENDOR NAME The awarded Contractor's name VENDOR CONTRACT NUMBER Lead State assigned contract number (using Lead State’s numbering protocol) STATE State postal abbreviation code (Alaska = AK, Missouri = MO, etc.) CUSTOMER TYPE (SEGMENT) State Gov't, Education-K12, Education-HED, Local Gov't, Medical, Other - are acceptable segments. [determined by industrial practice for each contract - uniform for each contract] XXXX TO NAME Customer (agency) Bill to name XXXX TO ADDRESS Customer (agency) Bill to address BILL TO CITY Customer (agency) Bill to city BILL TO ZIPCODE Zip code in standard 5-4 format [standard 5 digits is acceptable, formatted as a zip code] ORDER NUMBER Vendor assigned order number CUSTOMER PO NUMBER Customer provided Purchase Order Number CUSTOMER NUMBER Vendor assigned account number for the purchasing entity ORDER TYPE Sales order, Credit/Return, Upgrade/Downgrade, etc. [determined by industrial practice for each contract - uniform for each contract] PO DATE (ORDER DATE) (mm/dd/ccyy) INVOICE DATE (mm/dd/ccyy) INVOICE NUMBER Vendor assigned Invoice Number CATEGORY NUMBER Category number of purchased services CATEGORY DESCRIPTION Description of purchased services LABOR CATEGORY Title of Labor Category NASPO ValuePoint PRICE NASPO ValuePoint Price- US Currency ($99999.999) - Labor category hourly price NUMBER OF HOURS Total number of hours TOTAL PRICE Extended Price (hourly price multiplied by the hours invoiced) - US Currency ($999999999.999) NASPO ValuePoint ADMIN FEE Administrative Fee based on Total Price - US Currency ($999999.999) Procurement of Acquisition Support Services (PASS) RFP-18-18-002-XX XXXXX ValuePoint Master Agreement Terms and Conditions Exhibit 3 - SAMPLE NASPO VALUEPOINT DETAILED SALES DATA REPORT Contractor: Quarter: Vendor Name Vendor Contract Number State Customer Type Xxxx to Name Bill to Address Bill to City Bill to Zipcode Order Number Customer PO Number Customer Number Order Type PO Date Invoice Date Invoice Number Category Number Category Description Labor Category NASPO ValuePoint Labor Category Price Number of Hours Total Price Admin Fee Specifications Acquisition /Scope of Support Ameda, Inc. CA-12345 CA Local Gov't A37565 COU 725 EAST SA SAN XXXX 95126 Sales Order #40356934 A37565 Invoice 3/3/2017 3/17/2017 21326 Category On Work Review Specialist III $400.00 50 $20,000.00 $50.00 Cost & Pricing Ameda, Inc. CA-12345 CA K-12 A73613 STAT PO BOX 9973 SACRAMENT 00009-5899 Sales Order # 16-PO-00515 A73613 Invoice 3/2/2017 3/17/2017 21328 Category Fiv Analysis Analyst II $500.00 55 $27,500.00 $68.75 Procurement of Acquisition Support Services (PASS) RFP-18-18-002-XX XXXXX ValuePoint Master Agreement Terms and Conditions

Appears in 1 contract

Samples: Naspo Valuepoint Master Agreement

Leasing or Alternative Financing Methods. The procurement and other applicable laws of some Purchasing Entities may permit the use of leasing or alternative financing methods for the acquisition of Products under this Master Agreement. Where the terms and conditions are not otherwise prescribed in an applicable Participating Addendum, the terms and conditions for leasing or alternative financing methods are subject to negotiation between the Contractor and Purchasing Entity. Exhibit 1 – Labor Category Minimum Qualifications LABOR CATEGORIES Labor Category Minimum Qualification(s) Program Director (Key Personnel) Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Ten or more years of progressive experience in managing significant projects and processes. • Must have the ability to manage and direct large and complex project tasks covering contract administration which may include acquisition planning, RFP/IFB preparation, market research, cost and price analysis, evaluation of performance, contract termination, and contract closeout. • Ability to research and define multiple project scopes, schedules, and targets. • Provides expert advice and guidance to agency senior level staff members. Preferred Qualifications • Project Management certification • Master’s Degree or higher Program Manager Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Eight or more years of providing management for multiple projects/tasks and ongoing operational efforts • Must have the ability to provide technical knowledge on the effectiveness and efficiency of government programs. • Able to apply advanced or specialized knowledge of the nature of agency programs and activities, agency policies and objectives • Possessing the analytical and evaluative methods and techniques for assessing program development and execution. Preferred Qualifications • Project Management certification • Master’s Degree or higher Exhibit 1 – Labor Category Minimum Qualifications LABOR CATEGORIES Labor Category Minimum Qualifications(s) Subject Matter Expert III Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Fifteen (15) or more years of progressive experience and possess extensive knowledge when advising on large and high complex project/programs. • Must have the ability to analyze project requirements and develop strategic solutions and plans to meet agency’s needs. • Able to provide highly technical and specialized guidance concerning solutions to complex problems. • Demonstrates executive decision-making skills and judgment. • Applies principles and methods of the subject matter to specialized solutions. Preferred Qualifications • Project Management certification • Master’s Degree or higher Subject Matter Expert II Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Eight (8) or more years of progressive experience and possess extensive knowledge when advising on large and high complex project/programs. • Must have the ability to analyze project requirements and develop strategic solutions and plans to meet agency’s needs. • Able to provide highly technical and specialized guidance concerning solutions to complex problems. • Demonstrates executive decision-making skills and judgment. • Applies principles and methods of the subject matter to specialized solutions. Preferred Qualifications • Project Management certification • Master’s Degree or higher Subject Matter Expert I Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Five (5) or more years of progressive experience • Must have the ability to analyze project requirements and develop strategic solutions and plans to meet agency’s needs. • Able to provide highly technical and specialized guidance concerning solutions to complex problems. • Applies principles and methods of the subject matter to specialized solutions. Preferred Qualifications • Project Management certification • Master’s Degree or higher Exhibit 1 – Labor Category Minimum Qualifications LABOR CATEGORIES Labor Category Minimum Qualifications(s) Acquisition Support Specialist III (Key Personnel) Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Eight (8) or more years of providing a broad range of complex acquisition management support services. • Must have the ability read and interpret each State’s acquisition policy, regulations, and directives and apply those interpretations fully and legally to all activities described in the Statement of Work (SOW.) • Able to analyze cost and pricing data, assistance in proposal evaluations, and assistance in preparing contract negotiations. Preferred Qualifications • Certification from a nationally recognized organization such as NCMA, UPPCC or DAU. • Master’s Degree or higher in Business Administration, Business Law, or Public Administration Acquisition Support Specialist II Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Five (5) or more years of providing a broad range of complex acquisition management support services. • Must have the ability read and interpret each State’s acquisition policy, regulations, and directives and apply those interpretations fully and legally to all activities described in the Statement of Work (SOW.) • Able to analyze cost and pricing data, assistance in proposal evaluations, and assistance in preparing contract negotiations. Preferred Qualifications • Certification from a nationally recognized organization such as NCM, UPPCC or DAU. • Master’s Degree or higher in Business Administration, Business Law, or Public Administration Acquisition Support Specialist I Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Three (3) or more years of providing a broad range of complex acquisition management support services. • Must have the ability read and interpret each State’s acquisition policy, regulations, and directives and apply those interpretations fully and legally to all activities described in the Statement of Work (SOW.) • Able to analyze cost and pricing data, assistance in proposal evaluations, and assistance in preparing contract negotiations. Preferred Qualifications • Certification from a nationally recognized organization such as NCMA, UPPCC or DAU. • Master’s Degree or higher in Business Administration, Business Law, or Public Administration Exhibit 1 – Labor Category Minimum Qualifications LABOR CATEGORIES Labor Category Minimum Qualification(s) Analyst II Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Five (5) or more years of relevant experience in developing and applying analytic methodologies. • Ability to lead the application of analytic techniques and assist in defining the project objectives, methodologies, and principles. • Perform a wide variety of analytical tasks with the continuous improvement of processes, personnel, organization, system, or training. Preferred Qualifications • Business Data Analytics Certificate, Cost Estimator/Analyst Certification, CPA License • Master’s Degree Analyst I Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Three (3) or more years of relevant experience in developing and applying analytic methodologies. • Ability to lead the application of analytic techniques and assist in defining the project objectives, methodologies, and principles. • Perform a wide variety of analytical tasks with the continuous improvement of processes, personnel, organization, system, or training. Preferred Qualifications • Business Data Analytics Certificate, Cost Estimator/Analyst Certification, CPA License CIVIC INITIATIVESIKASO CONSULTING, LLC‌ Exhibit 2 - Hourly Labor Rates Base Period: Year 1 and 2 Optional Period: Year 3 Optional Period: Year 4 Optional Period: Year 5 Labor Categories Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Program Director $ 215.00 195.00 $ 230.00 195.00 $ 219.30 198.90 $ 234.60 198.90 $ 223.69 202.87 $ 239.29 202.87 $ 228.16 206.92 $ 244.08 206.93 Program Manager $ 170.00 195.00 $ 185.00 195.00 $ 173.40 198.90 $ 188.70 198.90 $ 176.87 202.87 $ 192.47 202.87 $ 180.41 206.92 $ 196.32 206.93 Subject Matter Expert III $ 195.00 $ 210.00 195.00 $ 198.90 $ 214.20 198.90 $ 202.88 202.87 $ 218.48 202.87 $ 206.94 206.92 $ 222.85 206.93 Subject Matter Expert II $ 170.00 195.00 $ 185.00 195.00 $ 173.40 198.90 $ 188.70 198.90 $ 176.87 202.87 $ 192.47 202.87 $ 180.41 206.92 $ 196.32 206.93 Subject Matter Expert I $ 140.00 195.00 $ 155.00 195.00 $ 142.80 198.90 $ 158.10 198.90 $ 145.66 202.87 $ 161.26 202.87 $ 148.57 206.92 $ 164.49 206.93 Acquisition Support Specialist III $ 170.00 195.00 $ 185.00 195.00 $ 173.40 198.90 $ 188.70 198.90 $ 176.87 202.87 $ 192.47 202.87 $ 180.41 206.92 $ 196.32 206.93 Acquisition Support Specialist II $ 140.00 195.00 $ 155.00 195.00 $ 142.80 198.90 $ 158.10 198.90 $ 145.66 202.87 $ 161.26 202.87 $ 148.57 206.92 $ 164.49 206.93 Acquisition Support Specialist I $ 105.00 195.00 $ 120.00 195.00 $ 107.10 198.90 $ 122.40 198.90 $ 109.24 202.87 $ 124.85 202.87 $ 111.43 206.92 $ 127.35 206.93 Analyst II $ 120.00 195.00 $ 135.00 195.00 $ 122.40 198.90 $ 137.70 198.90 $ 124.85 202.87 $ 140.45 202.87 $ 127.35 206.92 $ 143.26 206.93 Analyst I $ 95.00 195.00 $ 110.00 195.00 $ 96.90 198.90 $ 112.20 198.90 $ 98.84 202.87 $ 114.44 202.87 $ 100.82 206.92 $ 116.73 206.93 At minimum, Contractor shall honor prices noted for each labor category, on-site or off-site, in each period. Note: Definitions: Off-site Offeror's Place of Work On-site Government (any state or political subdivision) Place of Work Procurement of Acquisition Support Services (PASS) RFP-18-002-SW, NASPO ValuePoint Master Agreement Terms and Conditions Exhibit 3 - SAMPLE NASPO VALUEPOINT DETAILED SALES DATA REPORT‌‌ Field Name Field Description VENDOR NAME The awarded Contractor's name VENDOR CONTRACT NUMBER Lead State assigned contract number (using Lead State’s numbering protocol) STATE State postal abbreviation code (Alaska = AK, Missouri = MO, etc.) CUSTOMER TYPE (SEGMENT) State Gov't, Education-K12, Education-HED, Local Gov't, Medical, Other - are acceptable segments. [determined by industrial practice for each contract - uniform for each contract] XXXX TO NAME Customer (agency) Bill to name XXXX TO ADDRESS Customer (agency) Bill to address BILL TO CITY Customer (agency) Bill to city BILL TO ZIPCODE Zip code in standard 5-4 format [standard 5 digits is acceptable, formatted as a zip code] ORDER NUMBER Vendor assigned order number CUSTOMER PO NUMBER Customer provided Purchase Order Number CUSTOMER NUMBER Vendor assigned account number for the purchasing entity ORDER TYPE Sales order, Credit/Return, Upgrade/Downgrade, etc. [determined by industrial practice for each contract - uniform for each contract] PO DATE (ORDER DATE) (mm/dd/ccyy) INVOICE DATE (mm/dd/ccyy) INVOICE NUMBER Vendor assigned Invoice Number CATEGORY NUMBER Category number of purchased services CATEGORY DESCRIPTION Description of purchased services LABOR CATEGORY Title of Labor Category NASPO ValuePoint PRICE NASPO ValuePoint Price- US Currency ($99999.999) - Labor category hourly price NUMBER OF HOURS Total number of hours TOTAL PRICE Extended Price (hourly price multiplied by the hours invoiced) - US Currency ($999999999.999) NASPO ValuePoint ADMIN FEE Administrative Fee based on Total Price - US Currency ($999999.999) Procurement of Acquisition Support Services (PASS) RFP-18-18-002-XX XXXXX ValuePoint Master Agreement Terms and Conditions Exhibit 3 - SAMPLE NASPO VALUEPOINT DETAILED SALES DATA REPORT Contractor: Quarter: Vendor Name Vendor Contract Number State Customer Type Xxxx to Name Bill to Address Bill to City Bill to Zipcode Order Number Customer PO Number Customer Number Order Type PO Date Invoice Date Invoice Number Category Number Category Description Labor Category NASPO ValuePoint Labor Category Price Number of Hours Total Price Admin Fee Specifications Acquisition /Scope of Support Ameda, Inc. CA-12345 CA Local Gov't A37565 COU 725 EAST SA SAN XXXX 95126 Sales Order #40356934 A37565 Invoice 3/3/2017 3/17/2017 21326 Category On Work Review Specialist III $400.00 50 $20,000.00 $50.00 Cost & Pricing Ameda, Inc. CA-12345 CA K-12 A73613 STAT PO BOX 9973 SACRAMENT 00009-5899 Sales Order # 16-PO-00515 A73613 Invoice 3/2/2017 3/17/2017 21328 Category Fiv Analysis Analyst II $500.00 55 $27,500.00 $68.75 Procurement of Acquisition Support Services (PASS) RFP-18-18-002-XX XXXXX ValuePoint Master Agreement Terms and Conditions

Appears in 1 contract

Samples: Naspo Valuepoint Master Agreement

Leasing or Alternative Financing Methods. The procurement and other applicable laws of some Purchasing Entities may permit the use of leasing or alternative financing methods for the acquisition of Products under this Master Agreement. Where the terms and conditions are not otherwise prescribed in an applicable Participating Addendum, the terms and conditions for leasing or alternative financing methods are subject to negotiation between the Contractor and Purchasing Entity. Exhibit 1 – Labor Category Minimum Qualifications LABOR CATEGORIES Labor Category Minimum Qualification(s) Program Director (Key Personnel) Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Ten or more years of progressive experience in managing significant projects and processes. • Must have the ability to manage and direct large and complex project tasks covering contract administration which may include acquisition planning, RFP/IFB preparation, market research, cost and price analysis, evaluation of performance, contract termination, and contract closeout. • Ability to research and define multiple project scopes, schedules, and targets. • Provides expert advice and guidance to agency senior level staff members. Preferred Qualifications • Project Management certification • Master’s Degree or higher Program Manager Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Eight or more years of providing management for multiple projects/tasks and ongoing operational efforts • Must have the ability to provide technical knowledge on the effectiveness and efficiency of government programs. • Able to apply advanced or specialized knowledge of the nature of agency programs and activities, agency policies and objectives • Possessing the analytical and evaluative methods and techniques for assessing program development and execution. Preferred Qualifications • Project Management certification • Master’s Degree or higher Exhibit 1 – Labor Category Minimum Qualifications LABOR CATEGORIES Labor Category Minimum Qualifications(s) Subject Matter Expert III Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Fifteen (15) or more years of progressive experience and possess extensive knowledge when advising on large and high complex project/programs. • Must have the ability to analyze project requirements and develop strategic solutions and plans to meet agency’s needs. • Able to provide highly technical and specialized guidance concerning solutions to complex problems. • Demonstrates executive decision-making skills and judgment. • Applies principles and methods of the subject matter to specialized solutions. Preferred Qualifications • Project Management certification • Master’s Degree or higher Subject Matter Expert II Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Eight (8) or more years of progressive experience and possess extensive knowledge when advising on large and high complex project/programs. • Must have the ability to analyze project requirements and develop strategic solutions and plans to meet agency’s needs. • Able to provide highly technical and specialized guidance concerning solutions to complex problems. • Demonstrates executive decision-making skills and judgment. • Applies principles and methods of the subject matter to specialized solutions. Preferred Qualifications • Project Management certification • Master’s Degree or higher Subject Matter Expert I Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Five (5) or more years of progressive experience • Must have the ability to analyze project requirements and develop strategic solutions and plans to meet agency’s needs. • Able to provide highly technical and specialized guidance concerning solutions to complex problems. • Applies principles and methods of the subject matter to specialized solutions. Preferred Qualifications • Project Management certification • Master’s Degree or higher Exhibit 1 – Labor Category Minimum Qualifications LABOR CATEGORIES Labor Category Minimum Qualifications(s) Acquisition Support Specialist III (Key Personnel) Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Eight (8) or more years of providing a broad range of complex acquisition management support services. • Must have the ability read and interpret each State’s acquisition policy, regulations, and directives and apply those interpretations fully and legally to all activities described in the Statement of Work (SOW.) • Able to analyze cost and pricing data, assistance in proposal evaluations, and assistance in preparing contract negotiations. Preferred Qualifications • Certification from a nationally recognized organization such as NCMA, UPPCC or DAU. • Master’s Degree or higher in Business Administration, Business Law, or Public Administration Acquisition Support Specialist II Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Five (5) or more years of providing a broad range of complex acquisition management support services. • Must have the ability read and interpret each State’s acquisition policy, regulations, and directives and apply those interpretations fully and legally to all activities described in the Statement of Work (SOW.) • Able to analyze cost and pricing data, assistance in proposal evaluations, and assistance in preparing contract negotiations. Preferred Qualifications • Certification from a nationally recognized organization such as NCM, UPPCC or DAU. • Master’s Degree or higher in Business Administration, Business Law, or Public Administration Acquisition Support Specialist I Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Three (3) or more years of providing a broad range of complex acquisition management support services. • Must have the ability read and interpret each State’s acquisition policy, regulations, and directives and apply those interpretations fully and legally to all activities described in the Statement of Work (SOW.) • Able to analyze cost and pricing data, assistance in proposal evaluations, and assistance in preparing contract negotiations. Preferred Qualifications • Certification from a nationally recognized organization such as NCMA, UPPCC or DAU. • Master’s Degree or higher in Business Administration, Business Law, or Public Administration Exhibit 1 – Labor Category Minimum Qualifications LABOR CATEGORIES Labor Category Minimum Qualification(s) Analyst II Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Five (5) or more years of relevant experience in developing and applying analytic methodologies. • Ability to lead the application of analytic techniques and assist in defining the project objectives, methodologies, and principles. • Perform a wide variety of analytical tasks with the continuous improvement of processes, personnel, organization, system, or training. Preferred Qualifications • Business Data Analytics Certificate, Cost Estimator/Analyst Certification, CPA License • Master’s Degree Analyst I Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Three (3) or more years of relevant experience in developing and applying analytic methodologies. • Ability to lead the application of analytic techniques and assist in defining the project objectives, methodologies, and principles. • Perform a wide variety of analytical tasks with the continuous improvement of processes, personnel, organization, system, or training. Preferred Qualifications • Business Data Analytics Certificate, Cost Estimator/Analyst Certification, CPA License CIVIC INITIATIVESMATHTECH, LLC‌ INC.‌ Exhibit 2 - Hourly Labor Rates Base Period: Year 1 and 2 Optional Period: Year 3 Optional Period: Year 4 Optional Period: Year 5 Labor Categories Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Program Director $ 215.00 175.00 $ 230.00 225.00 $ 219.30 178.50 $ 234.60 234.00 $ 223.69 182.07 $ 239.29 238.68 $ 228.16 185.71 $ 244.08 243.45 Program Manager $ 170.00 160.00 $ 185.00 210.00 $ 173.40 163.20 $ 188.70 218.40 $ 176.87 166.46 $ 192.47 222.77 $ 180.41 169.79 $ 196.32 227.22 Subject Matter Expert III $ 195.00 155.00 $ 210.00 205.00 $ 198.90 158.10 $ 214.20 213.20 $ 202.88 161.26 $ 218.48 217.46 $ 206.94 164.49 $ 222.85 221.81 Subject Matter Expert II $ 170.00 135.00 $ 185.00 $ 173.40 137.70 $ 188.70 192.40 $ 176.87 140.45 $ 192.47 196.25 $ 180.41 143.26 $ 196.32 200.17 Subject Matter Expert I $ 140.00 115.00 $ 155.00 165.00 $ 142.80 117.30 $ 158.10 171.60 $ 145.66 119.65 $ 161.26 175.03 $ 148.57 122.04 $ 164.49 178.53 Acquisition Support Specialist III $ 170.00 155.00 $ 185.00 205.00 $ 173.40 158.10 $ 188.70 213.20 $ 176.87 161.26 $ 192.47 217.46 $ 180.41 164.49 $ 196.32 221.81 Acquisition Support Specialist II $ 140.00 135.00 $ 155.00 185.00 $ 142.80 137.70 $ 158.10 192.40 $ 145.66 140.45 $ 161.26 196.25 $ 148.57 143.26 $ 164.49 200.17 Acquisition Support Specialist I $ 105.00 115.00 $ 120.00 165.00 $ 107.10 117.30 $ 122.40 171.60 $ 109.24 119.65 $ 124.85 175.03 $ 111.43 122.04 $ 127.35 178.53 Analyst II $ 120.00 110.00 $ 135.00 160.00 $ 122.40 112.20 $ 137.70 166.40 $ 124.85 114.44 $ 140.45 169.73 $ 127.35 116.73 $ 143.26 173.12 Analyst I $ 95.00 100.00 $ 110.00 150.00 $ 96.90 102.00 $ 112.20 156.00 $ 98.84 104.04 $ 114.44 159.12 $ 100.82 106.12 $ 116.73 162.30 Note: At minimum, Contractor shall honor prices noted for each labor category, on-site or off-site, in each period. Note: Definitions: Off-site Offeror's Place of Work On-site Government (any state or political subdivision) Place of Work Procurement of Acquisition Support Services (PASS) RFP-18-002-SW, NASPO ValuePoint Master Agreement Terms and Conditions Exhibit 3 - SAMPLE NASPO VALUEPOINT DETAILED SALES DATA REPORT‌‌ Field Name Field Description VENDOR NAME The awarded Contractor's name VENDOR CONTRACT NUMBER Lead State assigned contract number (using Lead State’s numbering protocol) STATE State postal abbreviation code (Alaska = AK, Missouri = MO, etc.) CUSTOMER TYPE (SEGMENT) State Gov't, Education-K12, Education-HED, Local Gov't, Medical, Other - are acceptable segments. [determined by industrial practice for each contract - uniform for each contract] XXXX TO NAME Customer (agency) Bill to name XXXX TO ADDRESS Customer (agency) Bill to address BILL TO CITY Customer (agency) Bill to city BILL TO ZIPCODE Zip code in standard 5-4 format [standard 5 digits is acceptable, formatted as a zip code] ORDER NUMBER Vendor assigned order number CUSTOMER PO NUMBER Customer provided Purchase Order Number CUSTOMER NUMBER Vendor assigned account number for the purchasing entity ORDER TYPE Sales order, Credit/Return, Upgrade/Downgrade, etc. [determined by industrial practice for each contract - uniform for each contract] PO DATE (ORDER DATE) (mm/dd/ccyy) INVOICE DATE (mm/dd/ccyy) INVOICE NUMBER Vendor assigned Invoice Number CATEGORY NUMBER Category number of purchased services CATEGORY DESCRIPTION Description of purchased services LABOR CATEGORY Title of Labor Category NASPO ValuePoint PRICE NASPO ValuePoint Price- US Currency ($99999.999) - Labor category hourly price NUMBER OF HOURS Total number of hours TOTAL PRICE Extended Price (hourly price multiplied by the hours invoiced) - US Currency ($999999999.999) NASPO ValuePoint ADMIN FEE Administrative Fee based on Total Price - US Currency ($999999.999) Procurement of Acquisition Support Services (PASS) RFP-18-18-002-XX XXXXX ValuePoint Master Agreement Terms and Conditions Exhibit 3 - SAMPLE NASPO VALUEPOINT DETAILED SALES DATA REPORT Contractor: Quarter: Vendor Name Vendor Contract Number State Customer Type Xxxx to Name Bill to Address Bill to City Bill to Zipcode Order Number Customer PO Number Customer Number Order Type PO Date Invoice Date Invoice Number Category Number Category Description Labor Category NASPO ValuePoint Labor Category Price Number of Hours Total Price Admin Fee Specifications Acquisition /Scope of Support Ameda, Inc. CA-12345 CA Local Gov't A37565 COU 725 EAST SA SAN 000 XXXX 95126 XX XXX XXXX 00000 Sales Order #40356934 A37565 Invoice 3/3/2017 3/17/2017 21326 Category On Work Review Specialist III $400.00 50 $20,000.00 $50.00 Cost & Pricing Ameda, Inc. CA-12345 CA K-12 A73613 STAT PO BOX 9973 SACRAMENT 00009XX XXX 0000 XXXXXXXXX 00000-5899 0000 Sales Order # 16-PO-00515 A73613 Invoice 3/2/2017 3/17/2017 21328 Category Fiv Analysis Analyst II $500.00 55 $27,500.00 $68.75 Procurement of Acquisition Support Services (PASS) RFP-18-18-002-XX XXXXX ValuePoint Master Agreement Terms and ConditionsConditions MATHTECH, INC. Exhibit 2 - Hourly Labor Rates Base Period: Year 1 and 2 Optional Period: Year 3 Optional Period: Year 4 Optional Period: Year 5 Labor Categories Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Program Director $ 175.00 $ 225.00 $ 178.50 $ 234.00 $ 182.07 $ 238.68 $ 185.71 $ 243.45 Program Manager $ 160.00 $ 210.00 $ 163.20 $ 218.40 $ 166.46 $ 222.77 $ 169.79 $ 227.22 Subject Matter Expert III $ 155.00 $ 205.00 $ 158.10 $ 213.20 $ 161.26 $ 217.46 $ 164.49 $ 221.81 Subject Matter Expert II $ 135.00 $ 185.00 $ 137.70 $ 192.40 $ 140.45 $ 196.25 $ 143.26 $ 200.17 Subject Matter Expert I $ 115.00 $ 165.00 $ 117.30 $ 171.60 $ 119.65 $ 175.03 $ 122.04 $ 178.53 Acquisition Support Specialist III $ 155.00 $ 205.00 $ 158.10 $ 213.20 $ 161.26 $ 217.46 $ 164.49 $ 221.81 Acquisition Support Specialist II $ 135.00 $ 185.00 $ 137.70 $ 192.40 $ 140.45 $ 196.25 $ 143.26 $ 200.17 Acquisition Support Specialist I $ 115.00 $ 165.00 $ 117.30 $ 171.60 $ 119.65 $ 175.03 $ 122.04 $ 178.53 Analyst II $ 110.00 $ 160.00 $ 112.20 $ 166.40 $ 114.44 $ 169.73 $ 116.73 $ 173.12 Analyst I $ 100.00 $ 150.00 $ 102.00 $ 156.00 $ 104.04 $ 159.12 $ 106.12 $ 162.30 Note: At minimum, Contractor shall honor prices noted for each labor category, on-site or off-site, in each period. Definitions: Off-site Offeror's Place of Work On-site Government (any state or political subdivision) Place of Work Procurement of Acquisition Support Services (PASS) RFP-18-002-SW, NASPO ValuePoint Master Agreement Terms and Conditions NASPO ValuePoint AMENDMENT #1 MASTER AGREEMENT Procurement of Acquisition Support Services (PASS) Led by the State of Hawaii Master Agreement #: 19-19-09 (hereinafter “Master Agreement”)

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Samples: Naspo Valuepoint Master Agreement

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Leasing or Alternative Financing Methods. The procurement and other applicable laws of some Purchasing Entities may permit the use of leasing or alternative financing methods for the acquisition of Products under this Master Agreement. Where the terms and conditions are not otherwise prescribed in an applicable Participating Addendum, the terms and conditions for leasing or alternative financing methods are subject to negotiation between the Contractor and Purchasing Entity. Exhibit 1 – Labor Category Minimum Qualifications LABOR CATEGORIES Labor Category Minimum Qualification(s) Program Director (Key Personnel) Must have at a minimum: Bachelor's Degree or higher from an accredited college or university in a related field. Ten or more years of progressive experience in managing significant projects and processes. Must have the ability to manage and direct large and complex project tasks covering contract administration which may include acquisition planning, RFP/IFB preparation, market research, cost and price analysis, evaluation of performance, contract termination, and contract closeout. Ability to research and define multiple project scopes, schedules, and targets. Provides expert advice and guidance to agency senior level staff members. Preferred Qualifications Project Management certification Master’s Degree or higher Program Manager Must have at a minimum: Bachelor's Degree or higher from an accredited college or university in a related field. Eight or more years of providing management for multiple projects/tasks and ongoing operational efforts Must have the ability to provide technical knowledge on the effectiveness and efficiency of government programs. Able to apply advanced or specialized knowledge of the nature of agency programs and activities, agency policies and objectives Possessing the analytical and evaluative methods and techniques for assessing program development and execution. Preferred Qualifications Project Management certification Master’s Degree or higher Exhibit 1 – Labor Category Minimum Qualifications LABOR CATEGORIES Labor Category Minimum Qualifications(s) Subject Matter Expert III Must have at a minimum: Bachelor's Degree or higher from an accredited college or university in a related field. Fifteen (15) or more years of progressive experience and possess extensive knowledge when advising on large and high complex project/programs. Must have the ability to analyze project requirements and develop strategic solutions and plans to meet agency’s needs. Able to provide highly technical and specialized guidance concerning solutions to complex problems. Demonstrates executive decision-making skills and judgment. Applies principles and methods of the subject matter to specialized solutions. Preferred Qualifications Project Management certification Master’s Degree or higher Subject Matter Expert II Must have at a minimum: Bachelor's Degree or higher from an accredited college or university in a related field. Eight (8) or more years of progressive experience and possess extensive knowledge when advising on large and high complex project/programs. Must have the ability to analyze project requirements and develop strategic solutions and plans to meet agency’s needs. Able to provide highly technical and specialized guidance concerning solutions to complex problems. Demonstrates executive decision-making skills and judgment. Applies principles and methods of the subject matter to specialized solutions. Preferred Qualifications Project Management certification Master’s Degree or higher Subject Matter Expert I Must have at a minimum: Bachelor's Degree or higher from an accredited college or university in a related field. Five (5) or more years of progressive experience Must have the ability to analyze project requirements and develop strategic solutions and plans to meet agency’s needs. Able to provide highly technical and specialized guidance concerning solutions to complex problems. Applies principles and methods of the subject matter to specialized solutions. Preferred Qualifications Project Management certification Master’s Degree or higher Exhibit 1 – Labor Category Minimum Qualifications LABOR CATEGORIES Labor Category Minimum Qualifications(s) Acquisition Support Specialist III (Key Personnel) Must have at a minimum: Bachelor's Degree or higher from an accredited college or university in a related field. Eight (8) or more years of providing a broad range of complex acquisition management support services. Must have the ability read and interpret each State’s acquisition policy, regulations, and directives and apply those interpretations fully and legally to all activities described in the Statement of Work (SOW.) Able to analyze cost and pricing data, assistance in proposal evaluations, and assistance in preparing contract negotiations. Preferred Qualifications Certification from a nationally recognized organization such as NCMA, UPPCC or DAU. Master’s Degree or higher in Business Administration, Business Law, or Public Administration Acquisition Support Specialist II Must have at a minimum: Bachelor's Degree or higher from an accredited college or university in a related field. Five (5) or more years of providing a broad range of complex acquisition management support services. Must have the ability read and interpret each State’s acquisition policy, regulations, and directives and apply those interpretations fully and legally to all activities described in the Statement of Work (SOW.) Able to analyze cost and pricing data, assistance in proposal evaluations, and assistance in preparing contract negotiations. Preferred Qualifications Certification from a nationally recognized organization such as NCM, UPPCC or DAU. Master’s Degree or higher in Business Administration, Business Law, or Public Administration Acquisition Support Specialist I Must have at a minimum: Bachelor's Degree or higher from an accredited college or university in a related field. Three (3) or more years of providing a broad range of complex acquisition management support services. Must have the ability read and interpret each State’s acquisition policy, regulations, and directives and apply those interpretations fully and legally to all activities described in the Statement of Work (SOW.) Able to analyze cost and pricing data, assistance in proposal evaluations, and assistance in preparing contract negotiations. Preferred Qualifications Certification from a nationally recognized organization such as NCMA, UPPCC or DAU. Master’s Degree or higher in Business Administration, Business Law, or Public Administration Exhibit 1 – Labor Category Minimum Qualifications LABOR CATEGORIES Labor Category Minimum Qualification(s) Analyst II Must have at a minimum: Bachelor's Degree or higher from an accredited college or university in a related field. Five (5) or more years of relevant experience in developing and applying analytic methodologies. Ability to lead the application of analytic techniques and assist in defining the project objectives, methodologies, and principles. Perform a wide variety of analytical tasks with the continuous improvement of processes, personnel, organization, system, or training. Preferred Qualifications Business Data Analytics Certificate, Cost Estimator/Analyst Certification, CPA License Master’s Degree Analyst I Must have at a minimum: Bachelor's Degree or higher from an accredited college or university in a related field. Three (3) or more years of relevant experience in developing and applying analytic methodologies. Ability to lead the application of analytic techniques and assist in defining the project objectives, methodologies, and principles. Perform a wide variety of analytical tasks with the continuous improvement of processes, personnel, organization, system, or training. Preferred Qualifications Business Data Analytics Certificate, Cost Estimator/Analyst Certification, CPA License CIVIC INITIATIVESIKASO CONSULTING, LLC‌ Exhibit 2 - Hourly Labor Rates Base Period: Year 1 and 2 Optional Period: Year 3 Optional Period: Year 4 Optional Period: Year 5 Labor Categories Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Program Director $ 215.00 195.00 $ 230.00 195.00 $ 219.30 198.90 $ 234.60 198.90 $ 223.69 202.87 $ 239.29 202.87 $ 228.16 206.92 $ 244.08 206.93 Program Manager $ 170.00 195.00 $ 185.00 195.00 $ 173.40 198.90 $ 188.70 198.90 $ 176.87 202.87 $ 192.47 202.87 $ 180.41 206.92 $ 196.32 206.93 Subject Matter Expert III $ 195.00 $ 210.00 195.00 $ 198.90 $ 214.20 198.90 $ 202.88 202.87 $ 218.48 202.87 $ 206.94 206.92 $ 222.85 206.93 Subject Matter Expert II $ 170.00 195.00 $ 185.00 195.00 $ 173.40 198.90 $ 188.70 198.90 $ 176.87 202.87 $ 192.47 202.87 $ 180.41 206.92 $ 196.32 206.93 Subject Matter Expert I $ 140.00 195.00 $ 155.00 195.00 $ 142.80 198.90 $ 158.10 198.90 $ 145.66 202.87 $ 161.26 202.87 $ 148.57 206.92 $ 164.49 206.93 Acquisition Support Specialist III $ 170.00 195.00 $ 185.00 195.00 $ 173.40 198.90 $ 188.70 198.90 $ 176.87 202.87 $ 192.47 202.87 $ 180.41 206.92 $ 196.32 206.93 Acquisition Support Specialist II $ 140.00 195.00 $ 155.00 195.00 $ 142.80 198.90 $ 158.10 198.90 $ 145.66 202.87 $ 161.26 202.87 $ 148.57 206.92 $ 164.49 206.93 Acquisition Support Specialist I $ 105.00 195.00 $ 120.00 195.00 $ 107.10 198.90 $ 122.40 198.90 $ 109.24 202.87 $ 124.85 202.87 $ 111.43 206.92 $ 127.35 206.93 Analyst II $ 120.00 195.00 $ 135.00 195.00 $ 122.40 198.90 $ 137.70 198.90 $ 124.85 202.87 $ 140.45 202.87 $ 127.35 206.92 $ 143.26 206.93 Analyst I $ 95.00 195.00 $ 110.00 195.00 $ 96.90 198.90 $ 112.20 198.90 $ 98.84 202.87 $ 114.44 202.87 $ 100.82 206.92 $ 116.73 206.93 At minimum, Contractor shall honor prices noted for each labor category, on-site or off-site, in each period. Note: Definitions: Off-site Offeror's Place of Work On-site Government (any state or political subdivision) Place of Work Procurement of Acquisition Support Services (PASS) RFP-18-002-SW, NASPO ValuePoint Master Agreement Terms and Conditions Exhibit 3 - SAMPLE NASPO VALUEPOINT DETAILED SALES DATA REPORT‌‌ Field Name Field Description VENDOR NAME The awarded Contractor's name VENDOR CONTRACT NUMBER Lead State assigned contract number (using Lead State’s numbering protocol) STATE State postal abbreviation code (Alaska = AK, Missouri = MO, etc.) CUSTOMER TYPE (SEGMENT) State Gov't, Education-K12, Education-HED, Local Gov't, Medical, Other - are acceptable segments. [determined by industrial practice for each contract - uniform for each contract] XXXX TO NAME Customer (agency) Bill Xxxx to name XXXX TO ADDRESS Customer (agency) Bill Xxxx to address BILL XXXX TO CITY Customer (agency) Bill Xxxx to city BILL XXXX TO ZIPCODE Zip code in standard 5-4 format [standard 5 digits is acceptable, formatted as a zip code] ORDER NUMBER Vendor assigned order number CUSTOMER PO NUMBER Customer provided Purchase Order Number CUSTOMER NUMBER Vendor assigned account number for the purchasing entity ORDER TYPE Sales order, Credit/Return, Upgrade/Downgrade, etc. [determined by industrial practice for each contract - uniform for each contract] PO DATE (ORDER DATE) (mm/dd/ccyy) INVOICE DATE (mm/dd/ccyy) INVOICE NUMBER Vendor assigned Invoice Number CATEGORY NUMBER Category number of purchased services CATEGORY DESCRIPTION Description of purchased services LABOR CATEGORY Title of Labor Category NASPO ValuePoint PRICE NASPO ValuePoint Price- US Currency ($99999.999) - Labor category hourly price NUMBER OF HOURS Total number of hours TOTAL PRICE Extended Price (hourly price multiplied by the hours invoiced) - US Currency ($999999999.999) NASPO ValuePoint ADMIN FEE Administrative Fee based on Total Price - US Currency ($999999.999) Procurement of Acquisition Support Services (PASS) RFP-18-18-002-XX XXXXX ValuePoint Master Agreement Terms and Conditions Exhibit 3 - SAMPLE NASPO VALUEPOINT DETAILED SALES DATA REPORT Contractor: Quarter: Vendor Name Vendor Contract Number State Customer Type Xxxx to Name Bill Xxxx to Address Bill Xxxx to City Bill Xxxx to Zipcode Order Number Customer PO Number Customer Number Order Type PO Date Invoice Date Invoice Number Category Number Category Description Labor Category NASPO ValuePoint Labor Category Price Number of Hours Total Price Admin Fee Specifications Acquisition /Scope of Support Ameda, Inc. CA-12345 CA Local Gov't A37565 COU 725 EAST SA SAN 000 XXXX 95126 XX XXX XXXX 00000 Sales Order #40356934 A37565 Invoice 3/3/2017 3/17/2017 21326 Category On Work Review Specialist III $400.00 50 $20,000.00 $50.00 Cost & Pricing Ameda, Inc. CA-12345 CA K-12 A73613 STAT PO BOX 9973 SACRAMENT 00009XX XXX 0000 XXXXXXXXX 00000-5899 0000 Sales Order # 16-PO-00515 A73613 Invoice 3/2/2017 3/17/2017 21328 Category Fiv Analysis Analyst II $500.00 55 $27,500.00 $68.75 Procurement of Acquisition Support Services (PASS) RFP-18-18-002-XX XXXXX ValuePoint Master Agreement Terms and Conditions

Appears in 1 contract

Samples: Naspo Valuepoint Master Agreement

Leasing or Alternative Financing Methods. The procurement and other applicable laws of some Purchasing Entities may permit the use of leasing or alternative financing methods for the acquisition of Products under this Master Agreement. Where the terms and conditions are not otherwise prescribed in an applicable Participating Addendum, the terms and conditions for leasing or alternative financing methods are subject to negotiation between the Contractor and Purchasing Entity. Exhibit 1 – Labor Category Minimum Qualifications LABOR CATEGORIES Labor Category Minimum Qualification(s) Program Director (Key Personnel) Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Ten or more years of progressive experience in managing significant projects and processes. • Must have the ability to manage and direct large and complex project tasks covering contract administration which may include acquisition planning, RFP/IFB preparation, market research, cost and price analysis, evaluation of performance, contract termination, and contract closeout. • Ability to research and define multiple project scopes, schedules, and targets. • Provides expert advice and guidance to agency senior level staff members. Preferred Qualifications • Project Management certification • Master’s Degree or higher Program Manager Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related fieldrelatedfield. • Eight or more years of providing management for multiple projects/tasks and ongoing operational efforts • Must have the ability to provide technical knowledge on the effectiveness and efficiency of government programs. • Able to apply advanced or specialized knowledge of the nature of agency programs and activities, agency policies and objectives • Possessing the analytical and evaluative methods and techniques for assessing program development and execution. Preferred Qualifications • Project Management certification • Master’s Degree or higher Exhibit 1 – Labor Category Minimum Qualifications LABOR CATEGORIES Labor Category Minimum Qualifications(s) Subject Matter Expert III Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Fifteen (15) or more years of progressive experience and possess extensive knowledge when advising on large and high complex project/programs. • Must have the ability to analyze project requirements and develop strategic solutions and plans to meet agency’s needs. • Able to provide highly technical and specialized guidance concerning solutions to complex problems. • Demonstrates executive decision-making skills and judgment. • Applies principles and methods of the subject matter to specialized solutions. Preferred Qualifications • Project Management certification • Master’s Degree or higher Subject Matter Expert II Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Eight (8) or more years of progressive experience and possess extensive knowledge when advising on large and high complex project/programs. • Must have the ability to analyze project requirements and develop strategic solutions and plans to meet agency’s needs. • Able to provide highly technical and specialized guidance concerning solutions to complex problems. • Demonstrates executive decision-making skills and judgment. • Applies principles and methods of the subject matter to specialized solutions. Preferred Qualifications • Project Management certification • Master’s Degree or higher Subject Matter Expert I Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Five (5) or more years of progressive experience • Must have the ability to analyze project requirements and develop strategic solutions and plans to meet agency’s needs. • Able to provide highly technical and specialized guidance concerning solutions to complex problems. • Applies principles and methods of the subject matter to specialized solutions. Preferred Qualifications • Project Management certification • Master’s Degree or higher Exhibit 1 – Labor Category Minimum Qualifications LABOR CATEGORIES Labor Category Minimum Qualifications(s) Acquisition Support Specialist III (Key Personnel) Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Eight (8) or more years of providing a broad range of complex acquisition management support services. • Must have the ability read and interpret each State’s acquisition policy, regulations, and directives and apply those interpretations fully and legally to all activities described in the Statement of Work (SOW.) • Able to analyze cost and pricing data, assistance in proposal evaluations, and assistance in preparing contract negotiations. Preferred Qualifications • Certification from a nationally recognized organization such as NCMA, UPPCC or DAU. • Master’s Degree or higher in Business Administration, Business Law, or Public Administration Acquisition Support Specialist II Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Five (5) or more years of providing a broad range of complex acquisition management support services. • Must have the ability read and interpret each State’s acquisition policy, regulations, and directives and apply those interpretations fully and legally to all activities described in the Statement of Work (SOW.) • Able to analyze cost and pricing data, assistance in proposal evaluations, and assistance in preparing contract negotiations. Preferred Qualifications • Certification from a nationally recognized organization such as NCM, UPPCC or DAU. • Master’s Degree or higher in Business Administration, Business Law, or Public Administration Acquisition Support Specialist I Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Three (3) or more years of providing a broad range of complex acquisition management support services. • Must have the ability read and interpret each State’s acquisition policy, regulations, and directives and apply those interpretations fully and legally to all activities described in the Statement of Work (SOW.) • Able to analyze cost and pricing data, assistance in proposal evaluations, and assistance in preparing contract negotiations. Preferred Qualifications • Certification from a nationally recognized organization such as NCMA, UPPCC or DAU. • Master’s Degree or higher in Business Administration, Business Law, or Public Administration Exhibit 1 – Labor Category Minimum Qualifications LABOR CATEGORIES Labor Category Minimum Qualification(s) Analyst II Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Five (5) or more years of relevant experience in developing and applying analytic methodologies. • Ability to lead the application of analytic techniques and assist in defining the project objectives, methodologies, and principles. • Perform a wide variety of analytical tasks with the continuous improvement of processes, personnel, organization, system, or training. Preferred Qualifications • Business Data Analytics Certificate, Cost Estimator/Analyst Certification, CPA License • Master’s Degree Analyst I Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Three (3) or more years of relevant experience in developing and applying analytic methodologies. • Ability to lead the application of analytic techniques and assist in defining the project objectives, methodologies, and principles. • Perform a wide variety of analytical tasks with the continuous improvement of processes, personnel, organization, system, or training. Preferred Qualifications • Business Data Analytics Certificate, Cost Estimator/Analyst Certification, CPA License CIVIC INITIATIVES, LLC‌ Exhibit 2 - Hourly Labor Rates Base Period: Year 1 and 2 Optional Period: Year 3 Optional Period: Year 4 Optional Period: Year 5 Labor Categories Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Program Director $ 215.00 $ 230.00 $ 219.30 $ 234.60 $ 223.69 $ 239.29 $ 228.16 $ 244.08 Program Manager $ 170.00 $ 185.00 $ 173.40 $ 188.70 $ 176.87 $ 192.47 $ 180.41 $ 196.32 Subject Matter Expert III $ 195.00 $ 210.00 $ 198.90 $ 214.20 $ 202.88 $ 218.48 $ 206.94 $ 222.85 Subject Matter Expert II $ 170.00 $ 185.00 $ 173.40 $ 188.70 $ 176.87 $ 192.47 $ 180.41 $ 196.32 Subject Matter Expert I $ 140.00 $ 155.00 $ 142.80 $ 158.10 $ 145.66 $ 161.26 $ 148.57 $ 164.49 Acquisition Support Specialist III $ 170.00 $ 185.00 $ 173.40 $ 188.70 $ 176.87 $ 192.47 $ 180.41 $ 196.32 Acquisition Support Specialist II $ 140.00 $ 155.00 $ 142.80 $ 158.10 $ 145.66 $ 161.26 $ 148.57 $ 164.49 Acquisition Support Specialist I $ 105.00 $ 120.00 $ 107.10 $ 122.40 $ 109.24 $ 124.85 $ 111.43 $ 127.35 Analyst II $ 120.00 $ 135.00 $ 122.40 $ 137.70 $ 124.85 $ 140.45 $ 127.35 $ 143.26 Analyst I $ 95.00 $ 110.00 $ 96.90 $ 112.20 $ 98.84 $ 114.44 $ 100.82 $ 116.73 At minimum, Contractor shall honor prices noted for each labor category, on-site or off-site, in each period. Note: Definitions: Off-site Offeror's Place of Work On-site Government (any state or political subdivision) Place of Work Procurement of Acquisition Support Services (PASS) RFP-18-002-SW, NASPO ValuePoint Master Agreement Terms and Conditions Exhibit 3 - SAMPLE NASPO VALUEPOINT DETAILED SALES DATA REPORT‌‌ REPORT‌ Field Name Field Description VENDOR NAME The awarded Contractor's name VENDOR CONTRACT NUMBER Lead State assigned contract number (using Lead State’s numbering protocol) STATE State postal abbreviation code (Alaska = AK, Missouri = MO, etc.) CUSTOMER TYPE (SEGMENT) State Gov't, Education-K12, Education-HED, Local Gov't, Medical, Other - are acceptable segments. [determined by industrial practice for each contract - uniform for each contract] XXXX TO NAME Customer (agency) Bill Xxxx to name XXXX TO ADDRESS Customer (agency) Bill Xxxx to address BILL XXXX TO CITY Customer (agency) Bill Xxxx to city BILL XXXX TO ZIPCODE Zip code in standard 5-4 format [standard 5 digits is acceptable, formatted as a zip code] ORDER NUMBER Vendor assigned order number CUSTOMER PO NUMBER Customer provided Purchase Order Number CUSTOMER NUMBER Vendor assigned account number for the purchasing entity ORDER TYPE Sales order, Credit/Return, Upgrade/Downgrade, etc. [determined by industrial practice for each contract - uniform for each contract] PO DATE (ORDER DATE) (mm/dd/ccyy) INVOICE DATE (mm/dd/ccyy) INVOICE NUMBER Vendor assigned Invoice Number CATEGORY NUMBER Category number of purchased services CATEGORY DESCRIPTION Description of purchased services LABOR CATEGORY Title of Labor Category NASPO ValuePoint PRICE NASPO ValuePoint Price- US Currency ($99999.999) - Labor category hourly price NUMBER OF HOURS Total number of hours TOTAL PRICE Extended Price (hourly price multiplied by the hours invoiced) - US Currency ($999999999.999) NASPO ValuePoint ADMIN FEE Administrative Fee based on Total Price - US Currency ($999999.999) Procurement of Acquisition Support Services (PASS) RFP-18-18-002-XX XXXXX ValuePoint Master Agreement Terms and Conditions Exhibit 3 - SAMPLE NASPO VALUEPOINT DETAILED SALES DATA REPORT Contractor: Quarter: Vendor Name Vendor Contract Number State Customer Type Xxxx to Name Bill Xxxx to Address Bill Xxxx to City Bill Xxxx to Zipcode Order Number Customer PO Number Customer Number Order Type PO Date Invoice Date Invoice Number Category Number Category Description Labor Category NASPO ValuePoint Labor Category Price Number of Hours Total Price Admin Fee Specifications Acquisition /Scope of Support Ameda, Inc. CA-12345 CA Local Gov't A37565 COU 725 EAST SA SAN 000 XXXX 95126 XX XXX XXXX 00000 Sales Order #40356934 A37565 Invoice 3/3/2017 3/17/2017 21326 Category On Work Review Specialist III $400.00 50 $20,000.00 $50.00 Cost & Pricing Ameda, Inc. CA-12345 CA K-12 A73613 STAT PO BOX 9973 SACRAMENT 00009XX XXX 0000 XXXXXXXXX 00000-5899 0000 Sales Order # 16-PO-00515 A73613 Invoice 3/2/2017 3/17/2017 21328 Category Fiv Analysis Analyst II $500.00 55 $27,500.00 $68.75 Procurement of Acquisition Support Services (PASS) RFP-18-18-002-XX XXXXX ValuePoint Master Agreement Terms and Conditions

Appears in 1 contract

Samples: Naspo Valuepoint Master Agreement

Leasing or Alternative Financing Methods. The procurement and other applicable laws of some Purchasing Entities may permit the use of leasing or alternative financing methods for the acquisition of Products under this Master Agreement. Where the terms and conditions are not otherwise prescribed in an applicable Participating Addendum, the terms and conditions for leasing or alternative financing methods are subject to negotiation between the Contractor and Purchasing Entity. Exhibit 1 – Labor Category Minimum Qualifications LABOR CATEGORIES Labor Category Minimum Qualification(s) Program Director (Key Personnel) Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Ten or more years of progressive experience in managing significant projects and processes. • Must have the ability to manage and direct large and complex project tasks covering contract administration which may include acquisition planning, RFP/IFB preparation, market research, cost and price analysis, evaluation of performance, contract termination, and contract closeout. • Ability to research and define multiple project scopes, schedules, and targets. • Provides expert advice and guidance to agency senior level staff members. Preferred Qualifications • Project Management certification • Master’s Degree or higher Program Manager Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Eight or more years of providing management for multiple projects/tasks and ongoing operational efforts • Must have the ability to provide technical knowledge on the effectiveness and efficiency of government programs. • Able to apply advanced or specialized knowledge of the nature of agency programs and activities, agency policies and objectives • Possessing the analytical and evaluative methods and techniques for assessing program development and execution. Preferred Qualifications • Project Management certification • Master’s Degree or higher Exhibit 1 – Labor Category Minimum Qualifications LABOR CATEGORIES Labor Category Minimum Qualifications(s) Subject Matter Expert III Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Fifteen (15) or more years of progressive experience and possess extensive knowledge when advising on large and high complex project/programs. • Must have the ability to analyze project requirements and develop strategic solutions and plans to meet agency’s needs. • Able to provide highly technical and specialized guidance concerning solutions to complex problems. • Demonstrates executive decision-making skills and judgment. • Applies principles and methods of the subject matter to specialized solutions. Preferred Qualifications • Project Management certification • Master’s Degree or higher Subject Matter Expert II Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Eight (8) or more years of progressive experience and possess extensive knowledge when advising on large and high complex project/programs. • Must have the ability to analyze project requirements and develop strategic solutions and plans to meet agency’s needs. • Able to provide highly technical and specialized guidance concerning solutions to complex problems. • Demonstrates executive decision-making skills and judgment. • Applies principles and methods of the subject matter to specialized solutions. Preferred Qualifications • Project Management certification • Master’s Degree or higher Subject Matter Expert I Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Five (5) or more years of progressive experience • Must have the ability to analyze project requirements and develop strategic solutions and plans to meet agency’s needs. • Able to provide highly technical and specialized guidance concerning solutions to complex problems. • Applies principles and methods of the subject matter to specialized solutions. Preferred Qualifications • Project Management certification • Master’s Degree or higher Exhibit 1 – Labor Category Minimum Qualifications LABOR CATEGORIES Labor Category Minimum Qualifications(s) Acquisition Support Specialist III (Key Personnel) Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Eight (8) or more years of providing a broad range of complex acquisition management support services. • Must have the ability read and interpret each State’s acquisition policy, regulations, and directives and apply those interpretations fully and legally to all activities described in the Statement of Work (SOW.) • Able to analyze cost and pricing data, assistance in proposal evaluations, and assistance in preparing contract negotiations. Preferred Qualifications • Certification from a nationally recognized organization such as NCMA, UPPCC or DAU. • Master’s Degree or higher in Business Administration, Business Law, or Public Administration Acquisition Support Specialist II Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Five (5) or more years of providing a broad range of complex acquisition management support services. • Must have the ability read and interpret each State’s acquisition policy, regulations, and directives and apply those interpretations fully and legally to all activities described in the Statement of Work (SOW.) • Able to analyze cost and pricing data, assistance in proposal evaluations, and assistance in preparing contract negotiations. Preferred Qualifications • Certification from a nationally recognized organization such as NCM, UPPCC or DAU. • Master’s Degree or higher in Business Administration, Business Law, or Public Administration Acquisition Support Specialist I Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Three (3) or more years of providing a broad range of complex acquisition management support services. • Must have the ability read and interpret each State’s acquisition policy, regulations, and directives and apply those interpretations fully and legally to all activities described in the Statement of Work (SOW.) • Able to analyze cost and pricing data, assistance in proposal evaluations, and assistance in preparing contract negotiations. Preferred Qualifications • Certification from a nationally recognized organization such as NCMA, UPPCC or DAU. • Master’s Degree or higher in Business Administration, Business Law, or Public Administration Exhibit 1 – Labor Category Minimum Qualifications LABOR CATEGORIES Labor Category Minimum Qualification(s) Analyst II Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Five (5) or more years of relevant experience in developing and applying analytic methodologies. • Ability to lead the application of analytic techniques and assist in defining the project objectives, methodologies, and principles. • Perform a wide variety of analytical tasks with the continuous improvement of processes, personnel, organization, system, or training. Preferred Qualifications • Business Data Analytics Certificate, Cost Estimator/Analyst Certification, CPA License • Master’s Degree Analyst I Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Three (3) or more years of relevant experience in developing and applying analytic methodologies. • Ability to lead the application of analytic techniques and assist in defining the project objectives, methodologies, and principles. • Perform a wide variety of analytical tasks with the continuous improvement of processes, personnel, organization, system, or training. Preferred Qualifications • Business Data Analytics Certificate, Cost Estimator/Analyst Certification, CPA License CIVIC INITIATIVESXXXXX XXXX XXXXXX XXXXXX, LLC‌ Exhibit 2 - Hourly Labor Rates Base Period: Year 1 and 2 Optional Period: Year 3 Optional Period: Year 4 Optional Period: Year 5 Labor Categories Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Program Director $ 215.00 310.00 $ 230.00 310.00 $ 219.30 314.00 $ 234.60 314.00 $ 223.69 318.00 $ 239.29 318.00 $ 228.16 322.00 $ 244.08 322.00 Program Manager $ 170.00 250.00 $ 185.00 250.00 $ 173.40 253.00 $ 188.70 253.00 $ 176.87 256.00 $ 192.47 256.00 $ 180.41 259.00 $ 196.32 259.00 Subject Matter Expert III $ 195.00 285.00 $ 210.00 285.00 $ 198.90 289.00 $ 214.20 289.00 $ 202.88 293.00 $ 218.48 293.00 $ 206.94 297.00 $ 222.85 297.00 Subject Matter Expert II $ 170.00 235.00 $ 185.00 235.00 $ 173.40 238.00 $ 188.70 238.00 $ 176.87 241.00 $ 192.47 241.00 $ 180.41 244.00 $ 196.32 244.00 Subject Matter Expert I $ 140.00 190.00 $ 155.00 190.00 $ 142.80 192.00 $ 158.10 192.00 $ 145.66 194.00 $ 161.26 194.00 $ 148.57 196.00 $ 164.49 196.00 Acquisition Support Specialist III $ 170.00 250.00 $ 185.00 250.00 $ 173.40 253.00 $ 188.70 253.00 $ 176.87 256.00 $ 192.47 256.00 $ 180.41 259.00 $ 196.32 259.00 Acquisition Support Specialist II $ 140.00 190.00 $ 155.00 190.00 $ 142.80 192.00 $ 158.10 192.00 $ 145.66 194.00 $ 161.26 194.00 $ 148.57 196.00 $ 164.49 196.00 Acquisition Support Specialist I $ 105.00 130.00 $ 120.00 130.00 $ 107.10 131.00 $ 122.40 131.00 $ 109.24 132.00 $ 124.85 132.00 $ 111.43 133.00 $ 127.35 133.00 Analyst II $ 120.00 190.00 $ 135.00 190.00 $ 122.40 192.00 $ 137.70 192.00 $ 124.85 194.00 $ 140.45 194.00 $ 127.35 196.00 $ 143.26 196.00 Analyst I $ 95.00 130.00 $ 110.00 130.00 $ 96.90 131.00 $ 112.20 131.00 $ 98.84 132.00 $ 114.44 132.00 $ 100.82 133.00 $ 116.73 133.00 At minimum, Contractor shall honor prices noted for each labor category, on-site or off-site, in each period. Note: Definitions: Off-site Offeror's Place of Work On-site Government (any state or political subdivision) Place of Work Procurement of Acquisition Support Services (PASS) RFP-18-002-SW, NASPO ValuePoint Master Agreement Terms and Conditions Exhibit 3 - SAMPLE NASPO VALUEPOINT DETAILED SALES DATA REPORT‌‌ Field Name Field Description VENDOR NAME The awarded Contractor's name VENDOR CONTRACT NUMBER Lead State assigned contract number (using Lead State’s numbering protocol) STATE State postal abbreviation code (Alaska = AK, Missouri = MO, etc.) CUSTOMER TYPE (SEGMENT) State Gov't, Education-K12, Education-HED, Local Gov't, Medical, Other - are acceptable segments. [determined by industrial practice for each contract - uniform for each contract] XXXX TO NAME Customer (agency) Bill to name XXXX TO ADDRESS Customer (agency) Bill to address BILL TO CITY Customer (agency) Bill to city BILL TO ZIPCODE Zip code in standard 5-4 format [standard 5 digits is acceptable, formatted as a zip code] ORDER NUMBER Vendor assigned order number CUSTOMER PO NUMBER Customer provided Purchase Order Number CUSTOMER NUMBER Vendor assigned account number for the purchasing entity ORDER TYPE Sales order, Credit/Return, Upgrade/Downgrade, etc. [determined by industrial practice for each contract - uniform for each contract] PO DATE (ORDER DATE) (mm/dd/ccyy) INVOICE DATE (mm/dd/ccyy) INVOICE NUMBER Vendor assigned Invoice Number CATEGORY NUMBER Category number of purchased services CATEGORY DESCRIPTION Description of purchased services LABOR CATEGORY Title of Labor Category NASPO ValuePoint PRICE NASPO ValuePoint Price- US Currency ($99999.999) - Labor category hourly price NUMBER OF HOURS Total number of hours TOTAL PRICE Extended Price (hourly price multiplied by the hours invoiced) - US Currency ($999999999.999) NASPO ValuePoint ADMIN FEE Administrative Fee based on Total Price - US Currency ($999999.999) Procurement of Acquisition Support Services (PASS) RFP-18-18-002-XX XXXXX ValuePoint Master Agreement Terms and Conditions Exhibit 3 - SAMPLE NASPO VALUEPOINT DETAILED SALES DATA REPORT Contractor: Quarter: Vendor Name Vendor Contract Number State Customer Type Xxxx to Name Bill to Address Bill to City Bill to Zipcode Order Number Customer PO Number Customer Number Order Type PO Date Invoice Date Invoice Number Category Number Category Description Labor Category NASPO ValuePoint Labor Category Price Number of Hours Total Price Admin Fee Specifications Acquisition /Scope of Support Ameda, Inc. CA-12345 CA Local Gov't A37565 COU 725 EAST SA SAN XXXX 95126 Sales Order #40356934 A37565 Invoice 3/3/2017 3/17/2017 21326 Category On Work Review Specialist III $400.00 50 $20,000.00 $50.00 Cost & Pricing Ameda, Inc. CA-12345 CA K-12 A73613 STAT PO BOX 9973 SACRAMENT 00009-5899 Sales Order # 16-PO-00515 A73613 Invoice 3/2/2017 3/17/2017 21328 Category Fiv Analysis Analyst II $500.00 55 $27,500.00 $68.75 Procurement of Acquisition Support Services (PASS) RFP-18-18-002-XX XXXXX ValuePoint Master Agreement Terms and Conditions

Appears in 1 contract

Samples: Naspo Valuepoint Master Agreement

Leasing or Alternative Financing Methods. The procurement and other applicable laws of some Purchasing Entities may permit the use of leasing or alternative financing methods for the acquisition of Products under this Master Agreement. Where the terms and conditions are not otherwise prescribed in an applicable Participating Addendum, the terms and conditions for leasing or alternative financing methods are subject to negotiation between the Contractor and Purchasing Entity. Exhibit 1 – Labor Category Minimum Qualifications LABOR CATEGORIES Labor Category Minimum Qualification(s) Program Director (Key Personnel) Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Ten or more years of progressive experience in managing significant projects and processes. • Must have the ability to manage and direct large and complex project tasks covering contract administration which may include acquisition planning, RFP/IFB preparation, market research, cost and price analysis, evaluation of performance, contract termination, and contract closeout. • Ability to research and define multiple project scopes, schedules, and targets. • Provides expert advice and guidance to agency senior level staff members. Preferred Qualifications • Project Management certification • Master’s Degree or higher Program Manager Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Eight or more years of providing management for multiple projects/tasks and ongoing operational efforts • Must have the ability to provide technical knowledge on the effectiveness and efficiency of government programs. • Able to apply advanced or specialized knowledge of the nature of agency programs and activities, agency policies and objectives • Possessing the analytical and evaluative methods and techniques for assessing program development and execution. Preferred Qualifications • Project Management certification • Master’s Degree or higher Exhibit 1 – Labor Category Minimum Qualifications LABOR CATEGORIES Labor Category Minimum Qualifications(s) Subject Matter Expert III Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Fifteen (15) or more years of progressive experience and possess extensive knowledge when advising on large and high complex project/programs. • Must have the ability to analyze project requirements and develop strategic solutions and plans to meet agency’s needs. • Able to provide highly technical and specialized guidance concerning solutions to complex problems. • Demonstrates executive decision-making skills and judgment. • Applies principles and methods of the subject matter to specialized solutions. Preferred Qualifications • Project Management certification • Master’s Degree or higher Subject Matter Expert II Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Eight (8) or more years of progressive experience and possess extensive knowledge when advising on large and high complex project/programs. • Must have the ability to analyze project requirements and develop strategic solutions and plans to meet agency’s needs. • Able to provide highly technical and specialized guidance concerning solutions to complex problems. • Demonstrates executive decision-making skills and judgment. • Applies principles and methods of the subject matter to specialized solutions. Preferred Qualifications • Project Management certification • Master’s Degree or higher Subject Matter Expert I Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Five (5) or more years of progressive experience • Must have the ability to analyze project requirements and develop strategic solutions and plans to meet agency’s needs. • Able to provide highly technical and specialized guidance concerning solutions to complex problems. • Applies principles and methods of the subject matter to specialized solutions. Preferred Qualifications • Project Management certification • Master’s Degree or higher Exhibit 1 – Labor Category Minimum Qualifications LABOR CATEGORIES Labor Category Minimum Qualifications(s) Acquisition Support Specialist III (Key Personnel) Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Eight (8) or more years of providing a broad range of complex acquisition management support services. • Must have the ability read and interpret each State’s acquisition policy, regulations, and directives and apply those interpretations fully and legally to all activities described in the Statement of Work (SOW.) • Able to analyze cost and pricing data, assistance in proposal evaluations, and assistance in preparing contract negotiations. Preferred Qualifications • Certification from a nationally recognized organization such as NCMA, UPPCC or DAU. • Master’s Degree or higher in Business Administration, Business Law, or Public Administration Acquisition Support Specialist II Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Five (5) or more years of providing a broad range of complex acquisition management support services. • Must have the ability read and interpret each State’s acquisition policy, regulations, and directives and apply those interpretations fully and legally to all activities described in the Statement of Work (SOW.) • Able to analyze cost and pricing data, assistance in proposal evaluations, and assistance in preparing contract negotiations. Preferred Qualifications • Certification from a nationally recognized organization such as NCM, UPPCC or DAU. • Master’s Degree or higher in Business Administration, Business Law, or Public Administration Acquisition Support Specialist I Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Three (3) or more years of providing a broad range of complex acquisition management support services. • Must have the ability read and interpret each State’s acquisition policy, regulations, and directives and apply those interpretations fully and legally to all activities described in the Statement of Work (SOW.) • Able to analyze cost and pricing data, assistance in proposal evaluations, and assistance in preparing contract negotiations. Preferred Qualifications • Certification from a nationally recognized organization such as NCMA, UPPCC or DAU. • Master’s Degree or higher in Business Administration, Business Law, or Public Administration Exhibit 1 – Labor Category Minimum Qualifications LABOR CATEGORIES Labor Category Minimum Qualification(s) Analyst II Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Five (5) or more years of relevant experience in developing and applying analytic methodologies. • Ability to lead the application of analytic techniques and assist in defining the project objectives, methodologies, and principles. • Perform a wide variety of analytical tasks with the continuous improvement of processes, personnel, organization, system, or training. Preferred Qualifications • Business Data Analytics Certificate, Cost Estimator/Analyst Certification, CPA License • Master’s Degree Analyst I Must have at a minimum: • Bachelor's Degree or higher from an accredited college or university in a related field. • Three (3) or more years of relevant experience in developing and applying analytic methodologies. • Ability to lead the application of analytic techniques and assist in defining the project objectives, methodologies, and principles. • Perform a wide variety of analytical tasks with the continuous improvement of processes, personnel, organization, system, or training. Preferred Qualifications • Business Data Analytics Certificate, Cost Estimator/Analyst Certification, CPA License CIVIC INITIATIVESIKASO CONSULTING, LLC‌ Exhibit 2 - Hourly Labor Rates Base Period: Year 1 and 2 Optional Period: Year 3 Optional Period: Year 4 Optional Period: Year 5 Labor Categories Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Program Director $ 215.00 195.00 $ 230.00 195.00 $ 219.30 198.90 $ 234.60 198.90 $ 223.69 202.87 $ 239.29 202.87 $ 228.16 206.92 $ 244.08 206.93 Program Manager $ 170.00 195.00 $ 185.00 195.00 $ 173.40 198.90 $ 188.70 198.90 $ 176.87 202.87 $ 192.47 202.87 $ 180.41 206.92 $ 196.32 206.93 Subject Matter Expert III $ 195.00 $ 210.00 195.00 $ 198.90 $ 214.20 198.90 $ 202.88 202.87 $ 218.48 202.87 $ 206.94 206.92 $ 222.85 206.93 Subject Matter Expert II $ 170.00 195.00 $ 185.00 195.00 $ 173.40 198.90 $ 188.70 198.90 $ 176.87 202.87 $ 192.47 202.87 $ 180.41 206.92 $ 196.32 206.93 Subject Matter Expert I $ 140.00 195.00 $ 155.00 195.00 $ 142.80 198.90 $ 158.10 198.90 $ 145.66 202.87 $ 161.26 202.87 $ 148.57 206.92 $ 164.49 206.93 Acquisition Support Specialist III $ 170.00 195.00 $ 185.00 195.00 $ 173.40 198.90 $ 188.70 198.90 $ 176.87 202.87 $ 192.47 202.87 $ 180.41 206.92 $ 196.32 206.93 Acquisition Support Specialist II $ 140.00 195.00 $ 155.00 195.00 $ 142.80 198.90 $ 158.10 198.90 $ 145.66 202.87 $ 161.26 202.87 $ 148.57 206.92 $ 164.49 206.93 Acquisition Support Specialist I $ 105.00 195.00 $ 120.00 195.00 $ 107.10 198.90 $ 122.40 198.90 $ 109.24 202.87 $ 124.85 202.87 $ 111.43 206.92 $ 127.35 206.93 Analyst II $ 120.00 195.00 $ 135.00 195.00 $ 122.40 198.90 $ 137.70 198.90 $ 124.85 202.87 $ 140.45 202.87 $ 127.35 206.92 $ 143.26 206.93 Analyst I $ 95.00 195.00 $ 110.00 195.00 $ 96.90 198.90 $ 112.20 198.90 $ 98.84 202.87 $ 114.44 202.87 $ 100.82 206.92 $ 116.73 206.93 Note: At minimum, Contractor shall honor prices noted for each labor category, on-site or off-site, in each period. Note: Definitions: Off-site Offeror's Place of Work On-site Government (any state or political subdivision) Place of Work Procurement of Acquisition Support Services (PASS) RFP-18-002-SW, NASPO ValuePoint Master Agreement Terms and Conditions Exhibit 3 - SAMPLE NASPO VALUEPOINT DETAILED SALES DATA REPORT‌‌ Field Name Field Description VENDOR NAME The awarded Contractor's name VENDOR CONTRACT NUMBER Lead State assigned contract number (using Lead State’s numbering protocol) STATE State postal abbreviation code (Alaska = AK, Missouri = MO, etc.) CUSTOMER TYPE (SEGMENT) State Gov't, Education-K12, Education-HED, Local Gov't, Medical, Other - are acceptable segments. [determined by industrial practice for each contract - uniform for each contract] XXXX TO NAME Customer (agency) Bill to name XXXX TO ADDRESS Customer (agency) Bill to address BILL TO CITY Customer (agency) Bill to city BILL TO ZIPCODE Zip code in standard 5-4 format [standard 5 digits is acceptable, formatted as a zip code] ORDER NUMBER Vendor assigned order number CUSTOMER PO NUMBER Customer provided Purchase Order Number CUSTOMER NUMBER Vendor assigned account number for the purchasing entity ORDER TYPE Sales order, Credit/Return, Upgrade/Downgrade, etc. [determined by industrial practice for each contract - uniform for each contract] PO DATE (ORDER DATE) (mm/dd/ccyy) INVOICE DATE (mm/dd/ccyy) INVOICE NUMBER Vendor assigned Invoice Number CATEGORY NUMBER Category number of purchased services CATEGORY DESCRIPTION Description of purchased services LABOR CATEGORY Title of Labor Category NASPO ValuePoint PRICE NASPO ValuePoint Price- US Currency ($99999.999) - Labor category hourly price NUMBER OF HOURS Total number of hours TOTAL PRICE Extended Price (hourly price multiplied by the hours invoiced) - US Currency ($999999999.999) NASPO ValuePoint ADMIN FEE Administrative Fee based on Total Price - US Currency ($999999.999) Procurement of Acquisition Support Services (PASS) RFP-18-18-002-XX XXXXX ValuePoint Master Agreement Terms and Conditions Exhibit 3 - SAMPLE NASPO VALUEPOINT DETAILED SALES DATA REPORT Contractor: Quarter: Vendor Name Vendor Contract Number State Customer Type Xxxx to Name Bill to Address Bill to City Bill to Zipcode Order Number Customer PO Number Customer Number Order Type PO Date Invoice Date Invoice Number Category Number Category Description Labor Category NASPO ValuePoint Labor Category Price Number of Hours Total Price Admin Fee Specifications Acquisition /Scope of Support Ameda, Inc. CA-12345 CA Local Gov't A37565 COU 725 EAST SA SAN XXXX 95126 Sales Order #40356934 A37565 Invoice 3/3/2017 3/17/2017 21326 Category On Work Review Specialist III $400.00 50 $20,000.00 $50.00 Cost & Pricing Ameda, Inc. CA-12345 CA K-12 A73613 STAT PO BOX 9973 SACRAMENT 00009-5899 Sales Order # 16-PO-00515 A73613 Invoice 3/2/2017 3/17/2017 21328 Category Fiv Analysis Analyst II $500.00 55 $27,500.00 $68.75 Procurement of Acquisition Support Services (PASS) RFP-18-18-002-XX XXXXX ValuePoint Master Agreement Terms and ConditionsConditions IKASO CONSULTING, LLC Exhibit 2 - Hourly Labor Rates Base Period: Year 1 and 2 Optional Period: Year 3 Optional Period: Year 4 Optional Period: Year 5 Labor Categories Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Fully Burdened Hourly Rate - Off-site Fully Burdened Hourly Rate - On-site Program Director $ 195.00 $ 195.00 $ 198.90 $ 198.90 $ 202.87 $ 202.87 $ 206.92 $ 206.93 Program Manager $ 195.00 $ 195.00 $ 198.90 $ 198.90 $ 202.87 $ 202.87 $ 206.92 $ 206.93 Subject Matter Expert III $ 195.00 $ 195.00 $ 198.90 $ 198.90 $ 202.87 $ 202.87 $ 206.92 $ 206.93 Subject Matter Expert II $ 195.00 $ 195.00 $ 198.90 $ 198.90 $ 202.87 $ 202.87 $ 206.92 $ 206.93 Subject Matter Expert I $ 195.00 $ 195.00 $ 198.90 $ 198.90 $ 202.87 $ 202.87 $ 206.92 $ 206.93 Acquisition Support Specialist III $ 195.00 $ 195.00 $ 198.90 $ 198.90 $ 202.87 $ 202.87 $ 206.92 $ 206.93 Acquisition Support Specialist II $ 195.00 $ 195.00 $ 198.90 $ 198.90 $ 202.87 $ 202.87 $ 206.92 $ 206.93 Acquisition Support Specialist I $ 195.00 $ 195.00 $ 198.90 $ 198.90 $ 202.87 $ 202.87 $ 206.92 $ 206.93 Analyst II $ 195.00 $ 195.00 $ 198.90 $ 198.90 $ 202.87 $ 202.87 $ 206.92 $ 206.93 Analyst I $ 195.00 $ 195.00 $ 198.90 $ 198.90 $ 202.87 $ 202.87 $ 206.92 $ 206.93 Note: At minimum, Contractor shall honor prices noted for each labor category, on-site or off-site, in each period. Definitions: Off-site Offeror's Place of Work On-site Government (any state or political subdivision) Place of Work Procurement of Acquisition Support Services (PASS) RFP-18-002-SW, NASPO ValuePoint Master Agreement Terms and Conditions NASPO ValuePoint AMENDMENT #1 MASTER AGREEMENT Procurement of Acquisition Support Services (PASS) Led by the State of Hawaii Master Agreement #: 19-19- (hereinafter “Master Agreement”) Contractor: (hereinafter “Contractor”) Lead State: STATE OF HAWAII (hereinafter “Lead State”) Amendment #1 of Master Agreement (Master Agreement #19-19- ) for Procurement of Acquisition Support Services (PASS), is made and entered into by and between the Lead State acting by and through the Department of Accounting and General Services, State Procurement Office, a State of Hawaii governmental agency (“State”) on behalf of the NASPO ValuePoint Coopertive Purchasing Program.

Appears in 1 contract

Samples: Valuepoint Master Agreement

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