Discounted Price List for Katrina Relief & Redevelopment

MANAGEMENT, ORGANIZATIONAL AND BUSINESS IMPROVEMENT SERVICES

Special Item Nos: SIN 874-1 Consulting Services, and SIN 874-2
Facilitation Services

Contract Number: GS-10F-0434N

Contract Period: June 16, 2003 through June 15, 2008

Minimum Order Quantity: $300.00

Maximum Order Limitation: $1,000,000

Geographic Coverage: Domestic and Overseas Delivery

Task Orders: Labor Hour and Firm Fixed Price

Woman-Owned, Small Business

Products and ordering information in this authorized MOBIS SCHEDULE Price List is also available on the GSA Advantage! System. Agencies can browse GSA Advantage! by accessing GSA’s Home Page via the Internet at www.gsa.gov.

I. WHAT IS MOBIS?
Management, Organizational and Business Improvement Services (MOBIS) is a Federal Supply Schedule offered to federal agencies by GSA (U.S. General Services Administration) to provide a streamlined procurement device to procure management consulting, facilitation, and related services for implementation of quality management and other system change processes within their agencies.

Contractors who are placed on this schedule are pre-qualified by GSA as having expertise in quality management with demonstrated experience providing expert assistance to agencies implementing organizational improvements in the federal environment.

MOBIS provides management and organizational improvement services to enhance performance and results, reinvention initiatives, streamlining, strategic planning, and continuous improvement. Under MOBIS, ERG's offers expert services under these Item Numbers (SINs): Consulting Services, 874-1, and Facilitation Services, 874-2.

II. HOW CAN YOU OBTAIN OUR SERVICES?

Orders Under $2,500

Once your agency determines that an outside source is needed for your management, organizational, or business improvement effort(s), for orders Under $2,500:

1. Prepare a Statement of Work (SOW)
2. Place the order directly with the contractor for the service required.
3. ERG accepts government VISA cards for purchases up to $2,500.

Orders Over $2,500

1. Prepare a Statement of Work (SOW).
2. Send a "Request for Quote" to at least three (3) Schedule contractors.
3. Review the three quotes, and consider price, past performance, and qualifications.
4. Select the contractor that provides the “Best Value” to your Agency.
5. Place the order directly with the contractor.

III. WHAT IS THE BENEFIT OF MOBIS?
GSA has done the work for you. You do not need to take the time and expend the resources to conduct competitions. GSA has negotiated labor rates, conducted the vendor analysis, and made sure that the contracting documents comply with all the relevant rules and regulations.

Agencies are not required to, but may at their discretion, set aside acquisitions for small business.

If you have any questions, we encourage you to contact GSA either at 1-800-241-RAIN (7246), by e-mail: mgmt.services@gsa.gov, or visit their Web site: www.fss.gsa.gov.

IV. ERG INFORMATION
Schedule for Management, Organizational and Business Improvement Services (MOBIS)

Federal Supply Schedule Industrial Group: 874

Industrial Class: 8742

Contract Number: GS-10F-0434N

Contract Period: June 16, 2003 through June 15, 2008

Contractor: Enterprise Resource Group, Inc.

DUNS No.: 0722-907-57

Address: 3 Bethesda Metro Center, Suite 700, Bethesda, MD 20814

Telephone: (301) 613-0070

Fax: (301) 657-9776

Email: info@ergconsult.com

Website: www.ergconsult.com

Contact: Cathy A. Silverstein, President

Business Size: Small

Business Category: Woman-Owned

Minimum Order Quantity: $300.00

Maximum Order Limitation: $1,000,000

Geographic Coverage: Domestic and Overseas Delivery

Task Orders: Labor Hour and Firm Fixed Price

V. ERG BACKGROUND & CAPABILITIES

Enterprise Resource Group, Inc. (ERG) is a 100% woman-owned, small business based in Bethesda, Maryland helping government agencies, private businesses, and non-profit organizations to improve processes, manage change, initiate action, and achieve measurable results. ERG provides state-of-the-art expertise in organizational effectiveness consulting and facilitating client initiatives, with an emphasis on organizational assessment, planning and process improvements that strengthen organizational structure, work process flow, and human resources capacity.

Since 1996, ERG has provided consulting and facilitation services to clients in 16 countries, helping shape policies, procedures, processes, strategies, and structures that support major strategic goals and objectives. ERG provides quality technical assistance, individualized training, facilitation, expert advice, and guidance in organizational analysis and redesign, work process improvement, strategic planning, as well as performance measurement and management.

ERG's cadre of seasoned professionals provides hands-on, executive-level experience in all aspects of organizational, management, and human resources development to support organizations in enhancing their effectiveness.

ERG's facilitation services are complementary to successful implementation of its organizational consulting services. Facilitation offers clients the advantage of an unbiased outsider to keep objectives focused and provide fresh perspective. This neutrality can solve many confrontations between opposing participants before they begin.

ERG offers an innovation in facilitation services: to facilitate communication among stakeholders in all engagements, ERG can provide web-based, real-time meeting facilitation services. Through this service, used in conjunction with teleconferencing, ERG enables groups to brainstorm, share information, reach consensus, provide input, or receive distance training via the Internet without incurring travel costs. The service includes an electronic whiteboard, an anonymous polling feature, and private chat, and requires only that participants have Internet access.

ERG's US Government Past Performance Includes:

• Restructuring: USAID / Central Bank of Afghanistan / Human Resources Management
• Streamlining: USAID / Office of Food for Peace
• Strategic Planning: USAID / Microenterprise Division
• Process Improvement: Department of Labor / National Skill Standards Board
• BPR (Business Process Re-engineering): FDIC / Division of Supervision
• Process Manuals: FDA / Center for Food Safety and Applied Nutrition

VI. MOBIS SERVICES PROVIDED

Examples of expertise that ERG can provide under MOBIS includes:

Strategic & Action Planning:

• Strategic planning development
• Strategic planning deployment
• Workplanning
• Tactical and action planning
• Technology Planning
• Meeting facilitation

Organizational Effectiveness:

• Organizational Assessment
• Organizational Alignment & Redesign
• Restructuring, Streamlining, & Transitioning
• Change Management
• Performance Monitoring & Evaluation
• Benchmarking

Process & Productivity Improvement:

• Process / Systems Audits
• Process / Systems Mapping & Gap Analysis
• Process / Systems Redesign
• BPR – Business Process Re-Engineering
• Process & Procedures Manuals
• Systems Development & Implementation

Human Resources Capacity-Building:

• Management & Leadership Development
• Human Resources Development
• Consensus & Team-Building
• Policy & Human Resources Manuals
• Facilitated Meetings & Retreats

VII. ERG's Approach

ERG’s consulting and facilitation approach is team-based, cross-functional, and participatory. ERG believes this integrated, client-based methodology ensures maximum input, early commitment, and ongoing participation from all staff involved. When a task is assigned, ERG forms a team of analysts, facilitators, or consultants with experience appropriate to the engagement. The program manager or team leader then implements ERG’s life-cycle approach, which includes:

• conducting an initial meeting with the contracting officer’s technical representative and his/her designees to determine task goals and objectives;
• preparing detailed workplans and work breakdown structures that clearly specify scope of work, tasks, accountabilities, deliverables and timeframes;
• providing solid data collection and analysis emphasizing facts, not feelings, to support recommendations for change;
• emphasizing proper diagnosis: understanding the problems, determining root causes, and establishing clear, realistic objectives critical to successful implementation;
• encouraging staff input and participation to ensure buy-in, accuracy, and inclusion of all relevant ideas;
• facilitating work groups, teams, and diverse stakeholder groups by providing neutral third-party advice, organizing meetings and focus groups, and developing independent reports and analyses of findings;
• planning transitions to ensure minimum disruption to the organization and personnel;
• developing and implementing results criteria and measurable outcomes to evaluate performance success;
• providing knowledge transfer tools that enable organizations to build internal capacity for ongoing organizational improvements;

VIII. PRICE LIST (Pre-Approved by GSA)

IX. LABOR CATEGORIES

To assure the highest quality service delivery to clients, ERG carefully selects individuals on the basis of education, demonstrated professional experience, impeccable references, and adherence to ERG's professional standards of excellence. ERG selects individuals on the basis of the objectives specified in a Task Order scope of work. For maximum flexibility, ERG considers a mix of experience and education to fully consider an individual's capabilities.

Job Title: Principal

Qualifications: Demonstrated professional expertise and supervisory responsibility in delivery of management consulting and facilitation services at senior level. Demonstrated ability to manage and direct highly complex organizational / management improvement projects in accomplishing programmatic objectives. Experience in managing personnel and in directing large efforts as well as numerous concurrent smaller efforts. Ability to establish program costs and budgeting requirements. Ability to determine technical and managerial resource requirements. Proven ability to implement quality ERG management consulting and facilitation methodologies.

Responsibilities: Provides technical expertise at senior level. Provides management and direction to the technical, financial, and administrative aspects of the contract effort. May manage contract operations and ensure quality standards and performance results on all task orders and projects. Plans, organizes, and oversees work efforts; assigns resources; develops task scheduling; reviews deliverables; supervises personnel; enforces standards; and provides risk management. Provides quality management guidance in achievement of work efforts, and monitors project progress and technical efforts for contract compliance. Prepares and delivers presentations and briefings as required by the Task Order.

Education: Master's Degree and 5 years of relevant experience or B.A. or B.S. in business or a technical discipline and eight years demonstrated management consulting and/or facilitation experience. Additional 10 years' experience can be substituted for the education requirements.

Job Title: Executive Consultant

Qualifications: Significant experience managing teams and providing technical expertise in the delivery of management, organizational, and business improvement services.

Responsibilities: Provides management oversight and technical expertise within the relevant subject matter domain of the project and the Consultant’s practice area. Responsible for providing technical guidance and expertise to program or project staff utilizing state of the art methods, tools, and techniques in performance of the work. Performs high-level studies and analysis, evaluation, design, integration, documentation, and implementation of very complex projects. Contributes substantially to product content. Designs and prepares technical reports and related documentation, and makes charts, graphs, and flowcharts to record results as required. Monitors the technical quality of work products and ensures quality standards are achieved. Capable of directing multiple project teams. Meets with customers and provides consultative advise in areas of expertise. Works independently or under the general guidance of the Project Manager. Prepare and deliver presentations and briefings as required by the Task Order. May be required to serve as Task Leader.

Education: Ph.D. and 5 years of relevant management experience; or Master’s degree and 8 years of relevant management experience; or B.A. or B.S. and 10 years’ relevant management experience; or 12 years of relevant management experience.

Job Title: Consultant II

Qualifications: Demonstrated professional experience providing technical expertise in the delivery of management, organizational, and business improvement services.

Responsibilities: Provides technical expertise within the relevant subject matter domain of the project and the Consultant’s practice area. Responsible for providing technical guidance and expertise to program or project staff utilizing state of the art methods, tools, and techniques in performance of the work. Contributes substantially to product content. Designs and prepares technical reports and related documentation, and makes charts, graphs, and flowcharts to record results as required. Monitors the technical quality of work products and ensures quality standards are achieved. Capable of directing multiple project teams. Meets with customers and provides consultative advise in areas of expertise. Works independently or under the general guidance of the Executive Consultant and/or Program Manager.

Education: Ph.D. and 3 years of relevant management experience; or Master’s degree and 5 years of relevant management experience; or B.A. or B.S. and 8 years relevant management experience; or 10 years of relevant management experience.

Job Title: Consultant I

Qualifications: Direct experience in work efforts requiring the delivery of management, organizational, and business improvement services.

Responsibilities: Under the technical guidance and expertise of practice area consultants and project management staff, contributes substantially to the performance of project activities and the preparation of work products. Provides technical expertise within the relevant subject matter domain of the project and the Consultant’s practice area. Provides best practices in methods, tools, and techniques of performance. Ensures that products meet quality standards. Meets occasionally with customers and provides consultative advise in areas of expertise as requested.

Education: Ph.D. in a relevant discipline; or Master’s degree in a relevant discipline and 2 years’ experience; or B.A. or B.S. and 3 years of relevant management experience; or 4 years of relevant experience.

Job Title: Facilitator II

Qualifications: Substantial direct experience in facilitating groups and/or team-building, consensus-building, and related efforts to guide groups towards common goals and objectives.

Responsibilities: Provides meeting facilitation expertise within the relevant subject matter domain of the project and the Consultant’s practice area. Provides best practices in methods, tools, and techniques of performance. Ensures that products meet quality standards. Ability to be tactful, level-headed, and diplomatic; ability to remain neutral and un-biased; must maintain confidentiality at all times. Meets occasionally with customers and provides consultative advice in areas of expertise as requested. May require self-direction and project planning. Excellent team-player, yet capable of managing project assignments as required.

Education: Ph.D. in a relevant discipline and 2 years of facilitation experience; or Master’s degree in a relevant discipline and 4 years’ experience facilitating large and small groups; or B.A. or B.S. and 6 years of relevant experience facilitating large and small groups.

Job Title: Facilitator I

Qualifications: Direct experience in facilitating groups and/or team-building, consensus-building, and related efforts to guide groups towards common goals and objectives.

Responsibilities: Provides meeting facilitation expertise within the relevant subject matter domain of the project and the Consultant’s practice area. Provides best practices in methods, tools, and techniques of performance. Ensures that products meet quality standards. Ability to be tactful, level-headed, and diplomatic; ability to remain neutral and un-biased; must maintain confidentiality at all times. Meets occasionally with customers and provides consultative advise in areas of expertise as requested.

Education: Ph.D. in a relevant discipline; or Master’s degree in a relevant discipline and 2 years of experience facilitating large and small groups; or B.A. or B.S. and 3 years’ relevant experience facilitating large and small groups.

Job Title: Subject Matter Expert

Qualifications: Demonstrated experience providing technical expertise in subject matters related to the delivery of management, organizational, and business improvement services.

Responsibilities: Provides management oversight and technical expertise within the relevant subject matter domain of the project and the Consultant’s practice area. Performs high-level studies and analysis, evaluation, design, integration, documentation, and implementation of very complex projects. Contributes substantially to product content. Applies higher level business or technical principles and methods to very difficult technical problems to arrive at appropriate solutions. Designs and prepares technical reports and related documentation, and makes charts, graphs, and flowcharts to record results as required. Meets with customers and provides consultative advise in areas of expertise. Works independently or under the general guidance of the Senior Consultant and/or Program Manager. Prepare and deliver presentations and briefings as required by the Task Order. May be required to serve as Task Leader.

Education: Ph.D. and 5 years of relevant experience; or Master’s degree and 8 years of relevant management experience; or B.A. or B.S. and 10 years’ relevant experience; or 12 years of relevant experience .

Job Title: Analyst II

Qualifications: Experience in work efforts requiring the delivery of management, organizational, and business improvement services.

Responsibilities: Under the technical guidance and expertise of practice area consultants and project management staff, contributes substantially to the performance of project activities and the preparation of work products. Provides technical expertise within the relevant subject matter domain of the project and the Consultant’s practice area. Provides best practices in methods, tools, and techniques of performance. Ensures that products meet quality standards. Meets occasionally with customers and provides consultative advise in areas of expertise as requested.

Education: Master’s degree in a relevant discipline; or B.A. or B.S. and 2 years of relevant experience; or 4 years of relevant experience.

Job Title: Analyst I

Qualifications: Experience providing research, analysis, and ancillary support for work efforts requiring the delivery of management, organizational, and business improvement services.

Responsibilities: Under the technical guidance and expertise of practice area consultants and project management staff, contributes substantially to the performance of project activities and the preparation of work products. Provides technical expertise within the relevant subject matter domain of the project and the Consultant’s practice area. Provides best practices in methods, tools, and techniques of performance. Ensures that products meet quality standards. Meets occasionally with customers and provides consultative advise in areas of expertise as requested.

Education: B.A. or B.S. or 4 years of relevant experience.

X. LIST OF ORGANIZATIONS ELIGIBLE TO USE MOBIS

1. Federal Agency List
2. International Organizations List
3. Other Eligible Organizations List