Common use of Management Consulting Services Clause in Contracts

Management Consulting Services. Contractors shall provide expert advice, assistance, guidance, or counseling in support of agencies' mission-oriented business functions. This may include studies, analyses, and reports documenting any proposed developmental, consultative or implementation efforts. Management Consulting Services shall include, but are not limited to, the following: • Management or strategy consulting • Program planning and evaluations • Studies, analyses, scenarios, and reports relating to an agency's mission-oriented business programs or initiatives • Executive/management coaching services • Customized business training as needed to successfully perform/complete a consulting engagement • Policy and regulation development assistance • Process and productivity improvement • Expert Witness services in support of litigation, claims, or other formal cases • Advisory and assistance services • Systems alignment and consolidation EXHIBIT D: CONTRACTOR PRICING (EXAMPLE) FOR STATE TERM CONTRACT NO. 000-000-00-00 MANAGEMENT CONSULTING SERVICES VENDOR PRICING Job Title Principal Senior Consultant Consultant Junior Consultant Program & Administrative Support Hourly Rate $ $ $ $ $ Pursuant to Section 12 of Exhibit A: Special Contract Conditions, hourly rates are ceiling prices. Pursuant to Section 15 of Exhibit A: Special Contract Conditions, hourly rates do not include travel expenses. EXHIBIT E: FORMS STATE TERM CONTACT NO. 000-000-00-00 MANAGEMENT CONSULTING SERVICES Forms included in this exhibit: FORM 1: Subcontracting FORM 2: Contract Quarterly Report (MS Excel File) FORM 3: Contact Information and Ordering Instructions FORM 4: Savings/Price Reductions FORM 1: SUBCONTRACTING The Contractor should complete and submit to the Department the information below on all subcontractors that will be providing services to the Contractor to meet the requirements of the resultant contract. Submission of this form does not indicate the Department’s approval of such subcontractor(s), but provides the Department with information on proposed subcontractors for review. Complete a separate sheet for each subcontractor. Service: Company Name: Contact: Address: Telephone: E-mail address: Current Registered as Certified Minority Business Enterprise (CMBE) or Women- Owned Business (WBE). Yes No __ Occupational License No: Is the Subcontractor’s Certificate of Insurance provided with this form? Yes No W-9 verification: Yes No In a job description format, identify the responsibilities and duties of the subcontractor based on the technical specifications or scope of services outlined in this solicitation. Note: Upon reasonable notice to the Contractor, the Department reserves the right to adjust and revise the fields and information collected in Form 1: Subcontracting at any time during the Contract. FORM 2: CONTRACT QUARTERLY REPORT (MS EXCEL FILE) FORM 3: CONTACT INFORMATION AND ORDERING INSTRUCTIONS Contractor’s Designated Contact Person Contact’s Name: Contact’s Title: Street Address: Phone Number: Fax Number: Email Address: Ordering Instructions Company Name: Contractor Representative Name: Contractor Representative Title: Street Address or P.O. Box: City, State, Zip: Email Address: Phone Number: Ordering Fax Number: Internet Address: Federal ID Number: Remit Address: City, State, Zip: Note: Upon reasonable notice to the Contractor, the Department reserves the right to adjust and revise the fields and information collected in Form 3: Contact Information and Ordering Instructions at any time during the Contract. STATE OF FLORIDA DEPARTMENT OF MANAGEMENT SERVICES DIVISION OF STATE PURCHASING FORM 4 SAVINGS/PRICE REDUCTIONS Contract No. 000-000-00-00, Management Consulting Services Bidder/Respondent is required to furnish the percent (%) savings in prices offered compared to retail, list, published or other usual and customary prices that would be paid by the purchaser without benefit of a contract resulting from this bid. DATE COMPETITIVE PRICES OFFERED AVERAGE % SAVINGS FROM MSRP. HOW CAN WE VERIFY THE CLAIMED SAVINGS (example: retail or other usual and customary prices published at [url], or other source of benchmark prices)? AUTHORIZED SIGNATURE: TELEPHONE NUMBER: BIDDER/RESPONDENT NAME: STATE PURCHASING USE ONLY: NEW DISCOUNT RATES WERE REQUESTED FROM THE VENDOR, STATE PURCHASING ANALYST/SPECIALIST TOOK THE FOLLOWING STEPS TO VERIFY SAVINGS: WHAT WERE THE RESULTS? PURCHASING ANALYST/SPECIALIST:

Management Consulting Services. Contractors shall provide expert advice, assistance, guidance, or counseling in support of agencies' mission-oriented business functions. This may include studies, analyses, and reports documenting any proposed developmental, consultative or implementation efforts. Management Consulting Services shall include, but are not limited to, the following: •  Management or strategy consulting •  Program planning and evaluations •  Studies, analyses, scenarios, and reports relating to an agency's mission-oriented business programs or initiatives •  Executive/management coaching services •  Customized business training as needed to successfully perform/complete a consulting engagement •  Policy and regulation development assistance •  Process and productivity improvement •  Expert Witness services in support of litigation, claims, or other formal cases •  Advisory and assistance services •  Systems alignment and consolidation EXHIBIT D: CONTRACTOR PRICING (EXAMPLE) FOR STATE TERM CONTRACT NO. 000-000-00-00 MANAGEMENT CONSULTING SERVICES VENDOR PRICING Job Title Principal Senior Consultant Consultant Junior Consultant Program & Administrative Support Hourly Rate $ $ $ $ $ Pursuant to Section 12 of Exhibit A: Special Contract Conditions, hourly rates are ceiling prices. Pursuant to Section 15 of Exhibit A: Special Contract Conditions, hourly rates do not include travel expenses. EXHIBIT E: FORMS STATE TERM CONTACT NO. 000-000-00-00 MANAGEMENT CONSULTING SERVICES Forms included in this exhibit: FORM 1: Subcontracting FORM 2: Contract Quarterly Report (MS Excel File) FORM 3: Contact Information and Ordering Instructions FORM 4: Savings/Price Reductions FORM 1: SUBCONTRACTING The Contractor should complete and submit to the Department the information below on all subcontractors that will be providing services to the Contractor to meet the requirements of the resultant contract. Submission of this form does not indicate the Department’s approval of such subcontractor(s), but provides the Department with information on proposed subcontractors for review. Complete a separate sheet for each subcontractor. Service: Company Name: Contact: Address: Telephone: E-mail address: Current Registered as Certified Minority Business Enterprise (CMBE) or Women- Owned Business (WBE). Yes No __ Occupational License No: Is the Subcontractor’s Certificate of Insurance provided with this form? Yes No W-9 verification: Yes No In a job description format, identify the responsibilities and duties of the subcontractor based on the technical specifications or scope of services outlined in this solicitation. Note: Upon reasonable notice to the Contractor, the Department reserves the right to adjust and revise the fields and information collected in Form 1: Subcontracting at any time during the Contract. FORM 2: CONTRACT QUARTERLY REPORT (MS EXCEL FILE) FORM 3: CONTACT INFORMATION AND ORDERING INSTRUCTIONS ContractorC ontractor’s Designated Contact Person Contact’s Name: Contact’s Title: Street Address: Phone Number: Fax Number: Email Address: Ordering Instructions Company Name: Contractor Representative Name: Contractor Representative Title: Street Address or P.O. Box: City, State, Zip: Email Address: Phone Number: Ordering Fax Number: Internet Address: Federal ID Number: Remit Address: City, State, Zip: Note: Upon reasonable notice to the Contractor, the Department reserves the right to adjust and revise the fields and information collected in Form 3: Contact Information and Ordering Instructions at any time during the Contract. STATE OF FLORIDA DEPARTMENT OF MANAGEMENT SERVICES DIVISION OF STATE PURCHASING FORM 4 SAVINGS/PRICE REDUCTIONS Contract No. 000-000-00-00, Management Consulting Services Bidder/Respondent is required to furnish the percent (%) savings in prices offered compared to retail, list, published or other usual and customary prices that would be paid by the purchaser without benefit of a contract resulting from this bid. DATE COMPETITIVE PRICES OFFERED AVERAGE % SAVINGS FROM MSRP. HOW CAN WE VERIFY THE CLAIMED SAVINGS (example: retail or other usual and customary prices published at [url], or other source of benchmark prices)? AUTHORIZED SIGNATURE: TELEPHONE NUMBER: BIDDER/RESPONDENT NAME: STATE PURCHASING USE ONLY: NEW DISCOUNT RATES WERE REQUESTED FROM THE VENDOR, STATE PURCHASING ANALYST/SPECIALIST TOOK THE FOLLOWING STEPS TO VERIFY SAVINGS: WHAT WERE THE RESULTS? PURCHASING ANALYST/SPECIALIST:

Management Consulting Services. Contractors shall provide expert advice, assistance, guidance, or counseling in support of agencies' mission-oriented business functions. This may include studies, analyses, and reports documenting any proposed developmental, consultative or implementation efforts. Management Consulting Services shall include, but are not limited to, the following: •  Management or strategy consulting •  Program planning and evaluations •  Studies, analyses, scenarios, and reports relating to an agency's mission-oriented business programs or initiatives •  Executive/management coaching services •  Customized business training as needed to successfully perform/complete a consulting engagement •  Policy and regulation development assistance •  Process and productivity improvement •  Expert Witness services in support of litigation, claims, or other formal cases •  Advisory and assistance services •  Systems alignment and consolidation EXHIBIT D: CONTRACTOR PRICING (EXAMPLE) FOR STATE TERM CONTRACT NO. 000-000-00-00 MANAGEMENT CONSULTING SERVICES VENDOR PRICING Job Title Principal Senior Consultant Consultant Junior Consultant Program & Administrative Support Hourly Rate $ $ $ $ $ Pursuant to Section 12 of Exhibit A: Special Contract Conditions, hourly rates are ceiling prices. Pursuant to Section 15 of Exhibit A: Special Contract Conditions, hourly rates do not include travel expenses. EXHIBIT E: FORMS STATE TERM CONTACT NO. 000-000-00-00 MANAGEMENT CONSULTING SERVICES Forms included in this exhibit: FORM 1: Subcontracting FORM 2: Contract Quarterly Report (MS Excel File) FORM 3: Contact Information and Ordering Instructions FORM 4: Savings/Price Reductions FORM 1: SUBCONTRACTING The Contractor should complete and submit to the Department the information below on all subcontractors that will be providing services to the Contractor to meet the requirements of the resultant contract. Submission of this form does not indicate the Department’s approval of such subcontractor(s), but provides the Department with information on proposed subcontractors for review. Complete a separate sheet for each subcontractor. Service: Company Name: Contact: Address: Telephone: E-mail address: Current Registered as Certified Minority Business Enterprise (CMBE) or Women- Owned Business (WBE). Yes No __ Occupational License No: Is the Subcontractor’s Certificate of Insurance provided with this form? Yes No W-9 verification: Yes No In a job description format, identify the responsibilities and duties of the subcontractor based on the technical specifications or scope of services outlined in this solicitation. Note: Upon reasonable notice to the Contractor, the Department reserves the right to adjust and revise the fields and information collected in Form 1: Subcontracting at any time during the Contract. FORM 2: CONTRACT QUARTERLY REPORT (MS EXCEL FILE) FORM 3: CONTACT INFORMATION AND ORDERING INSTRUCTIONS ContractorC ontractor’s Designated Contact Person Contact’s Name: Contact’s Title: Street Address: Phone Number: Fax Number: Email Address: Ordering Instructions Company Name: Contractor Representative Name: Contractor Representative Title: Street Address or P.O. Box: City, State, Zip: Email Address: Phone Number: Ordering Fax Number: Internet Address: Federal ID Number: Remit Address: City, State, Zip: Note: Upon reasonable notice to the Contractor, the Department reserves the right to adjust and revise the fields and information collected in Form 3: Contact Information and Ordering Instructions at any time during the Contract. STATE OF FLORIDA DEPARTMENT OF MANAGEMENT SERVICES DIVISION OF STATE PURCHASING FORM 4 SAVINGS/PRICE REDUCTIONS Contract No. 000-000-00-00, Management Consulting Services Bidder/Respondent is required to furnish the percent (%) savings in prices offered compared to retail, list, published or other usual and customary prices that would be paid by the purchaser without benefit of a contract resulting from this bid. DATE COMPETITIVE PRICES OFFERED AVERAGE % SAVINGS FROM MSRP. HOW CAN WE VERIFY THE CLAIMED SAVINGS (example: retail or other usual and customary prices published at [url], or other source of benchmark prices)? AUTHORIZED SIGNATURE: TELEPHONE NUMBER: BIDDER/RESPONDENT NAME: STATE PURCHASING USE ONLY: NEW DISCOUNT RATES WERE REQUESTED FROM THE VENDOR, STATE PURCHASING ANALYST/SPECIALIST TOOK THE FOLLOWING STEPS TO VERIFY SAVINGS: WHAT WERE THE RESULTS? PURCHASING ANALYST/SPECIALIST:: PUR 7064 (Rev 2/04) City of Miami Master Report Resolution R-07-0473 City Hall 0000 Xxx Xxxxxxxx Xxxxx Xxxxx, XX 00000 xxx.xxxxxxxx.xxx File ID #: 07-01067 Enactment Date: 9/11/07 Version: 1 Controlling Body: Office of the City Clerk Status: Passed Title: A RESOLUTION OF THE MIAMI CITY COMMISSION, WITH ATTACHMENT(S), AUTHORIZING THE ACQUISITION OF MANAGEMENT CONSULTING SERVICES, AWARDED UNDER STATE OF FLORIDA CONTRACT NO. 973-001-06-1, EFFECTIVE UNTIL MAY 31, 2009, AWARDED TO VARIOUS VENDORS AS LISTED ON "ATTACHMENT 1," ATTACHED AND INCORPORATED, SUBJECT TO EXTENSIONS OR REPLACEMENT CONTRACTS BY THE STATE OF FLORIDA, PURSUANT TO RESOLUTION NO. 04-0562, ADOPTED SEPTEMBER 9, 2004, FOR THE DEPARTMENT OF INFORMATION TECHNOLOGY AND DEPARTMENTS CITYWIDE, SUBJECT TO BUDGETARY APPROVAL AT THE TIME OF NEED. Reference: Introduced: 8/21/07 Name: Consultant Servcs per R-04-0562 Requester: Notes: Sections: Indexes: Department of Purchasing Cost: Final Action: 9/11/07 Attachments: 07-01067 Legislation.pdf, 07-01067 Exhibit.pdf, 07-01067 Summary Form.pdf, 07-01067 Certified Copy.pdf Action History