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Schedule 520 Labor Categories

LABOR CATEGORIES:
Executive Financial Management Consultant
Executive Management Consultant
Principal Management Specialist
Principal Analyst
Senior Analyst
Analyst I
Analyst II
Principal Management Consultant
Senior Management Consultant
Management Consultant
Principal Economist
Principal Cost/Budget Analyst
Senior Cost/Budget Analyst
Consultant
Senior Accountant
Journeyman Accountant
Program Manager
Project Manager
Project Analyst
Program Support Specialist

LABOR CATEGORY DESCRIPTIONS:

1. Executive Financial Management Consultant [GSA Labor Rates]

Minimum/General Experience: Has a minimum of 20 years experience in financial management and information technology related fields and recognized as an industry expert. Reflects unique talents, knowledge and experience concerning overall financial and financial systems business environments. Possesses ability to provide clients with both strategic and tactical advice relating to: performing management and technical reviews; providing expert opinion; performing scoping analysis; or recommending new initiatives for organizational action.

Functional Responsibility: Plans, directs, and coordinates all phases of multiple government programs and leads complex government projects. Often directs or provides expertise in government client presentations. Develops and maintains and extends relationships with government clients at top executive levels. Proficiently applies consulting approaches and remains current on emerging consulting theories and technology trends. Provides guidance to government engagements leaders.

Minimum Education: Master's degree in a related field or a Bachelor's degree in accounting and 20 years experience.

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2. Executive Management Consultant [GSA Labor Rates]

Minimum/General Experience: Possesses either a minimum of 20 years experience in financial management or is recognized as an industry expert in a related field. Has unique talents, knowledge and experience concerning enterprise business environments. Possesses ability to provide clients with both strategic and tactical advice relating to: performing management and technical reviews; identifying and obtaining consensus on organizational vision and objectives; performing scoping analyses; and recommending new initiatives for organizational action.

Functional Responsibility: Plans, directs, and coordinates all phases of multiple programs, and leads projects. Often directs or provides expertise in senior client presentations. Develops and maintains and extends relationships with clients at top executive levels. Proficiently applies consulting approaches and remains current on emerging financial theories and technology trends.

Minimum Education: Master's degree in a related field or a Bachelor's degree in accounting and 20 years experience.

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3. Principal Management Specialist [GSA Labor Rates]

Minimum/General Experience: Has a minimum of 15 years of experience related to financial management and possess the ability to perform work across a broad spectrum of management activities. These include, but are not limited to: 1) determination of requirements, within available resources, for funds, manpower, facilities, equipment, supplies and services; 2) design and development, procurement, production, distribution, maintenance, transportation, and utilization of material; 3) thorough understanding of common and distinct business elements and how they can be enhanced by integrated information engineering techniques; and 4) application of specialized knowledge and understanding of support requirements and mission or program goals. Must also have the ability to: conduct economic and business case analysis; risk studies; and feasibility and cost trade-off studies.

Functional Responsibility: Demonstrates financial expertise in functional, technical and/or industry specific areas. Demonstrates thought leadership and issue analysis in the consulting field and the business application of technology. Assesses scope of Government issues and leads development and execution of strategic client programs. Serves as functional or industry specialist within the areas of strategic planning, process analysis, activity based costing, benchmarking, or organizational and operational issues.

Minimum Education: Master's degree in a related field or a Bachelor's degree in accounting and 15 years experience.

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4. Principal Analyst [GSA Labor Rates]

Minimum/General Experience: Possess at least 10 years of experience in defining accounting system requirements and priorities with customer while ensuring daily project requirements are met. Develops system and program specifications. Designs solutions based on business need and technical considerations. Researches and resolves application production problems. Conducts complex documentation and user needs analysis. Studies customer environments by analyzing job tasks, organizational structure and user requirements to propose system-wide solutions. Interviews functional and technical personnel, interprets reports, specifications and drawings to increase understanding of processes and requirements.

Functional Responsibility: Under minimal direction, provides research and analysis support. Researches and analyzes data related to a project topic. Applies industry knowledge to determine the accuracy and reasonableness of the data. Documents and summarizes the results to be used in developing client recommendations. Leads in developing programs and implementing industry best practice solutions to meet the client's business needs. Utilizes knowledge of financial management, information technology and the client's industry to support members of the team. Develops programs and implements solutions to meet the client's business needs. May lead low-risk government engagements. Plans, schedules, and controls phases of projects using established processes.

Minimum Education: Master's degree in a related field or a Bachelor's degree in accounting and 10 years experience.

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5. Senior Analyst [GSA Labor Rates]

Minimum/General Experience: Possesses at least 5 years of experience in defining financial system requirements and priorities with a client. Assists with development of system and program specifications. Designs solutions based on business need and technical considerations. Researches and assists with resolution of problems. Assists with complex documentation and user needs analysis. Studies customer environment by analyzing job tasks, organizational structure and user requirements to propose system-wide solutions. Interviews functional and technical personnel, interprets reports, specifications and drawings to increase understanding of processes and requirements.

Functional Responsibility: Under general direction, provides research and analysis support. Researches and analyzes data related to a project topic. Applies industry knowledge to determine the accuracy and reasonableness of the data. Documents and summarizes the results to be used in developing client recommendations. Assists in developing programs and implementing solutions to meet the client's business needs. Utilizes knowledge of financial management and the client's industry to support members of the team.

Minimum Education: Bachelor's degree in a related field.

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6. Analyst I [GSA Labor Rates]

Minimum/General Experience: Assists with defining financial system requirements and priorities with a client. Supports the development of system and programming specifications. Aids with data processing solutions based on business need and technical considerations. Researches and assists with resolution of problems. Assists with complex documentation and user needs analysis. Studies customer environment by analyzing job tasks, organizational structure and user requirements to propose system-wide solutions. Interviews functional and technical personnel, interprets reports, specifications and drawings to increase understanding of processes and requirements.

Functional Responsibility: Under close supervision, provides research and analysis support. Researches and analyzes data related to a project topic. Applies industry knowledge to determine the accuracy and reasonableness of the data. Documents and summarizes the results to be used in developing client recommendations. Assists in developing programs and implementing solutions to meet the client's business needs. Utilizes knowledge of information technology industry best practices and the client's industry to support members of the team.

Minimum Education: Bachelor's degree in a related field.

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7. Analyst II [GSA Labor Rates]

Minimum/General Experience: Assists with defining financial system requirements and priorities with a client. Supports the development of system and programming specifications. Aids with data processing solutions based on business need and technical considerations. Researches and assists with resolution of problems. Assists with complex documentation and user needs analysis.

Functional Responsibility: Under close supervision, provides research and analysis support. Researches and analyzes data related to a project topic. Documents and summarizes the results to be used in developing client recommendations. Assists in developing programs and implementing solutions to meet the client's business needs.

Minimum Education: Within 3 semesters of obtaining Bachelor's degree in related field and/or has 24 semester hours of accounting.

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8. Principal Management Consultant [GSA Labor Rates]

Minimum/General Experience: Has a minimum of 15 years of experience related to financial management and possesses the ability to work across a broad spectrum of management activities. These include, but are not limited to: 1) determination of requirements, within available resources, for funds, manpower, facilities, equipment, supplies and services; 2) design and development, procurement, production, distribution, maintenance, transportation, and utilization of material; 3) thorough understanding of common and distinct business elements and how they can be enabled by integrated business-support techniques; and 4) application of specialized knowledge and understanding of support requirements, mission or program goals. Must also have the ability to conduct economic and business case analysis, risk studies, and feasibility and trade-off studies.

Functional Responsibility: Demonstrates financial expertise in a functional, technical and/or industry-specific areas. Demonstrates thought leadership and fluent issue analyses in the consulting field. Assesses scope of government issues and leads development and execution of strategic client programs. Serves as functional or industry specialist within the areas of strategic planning, process analysis, benchmarking, and organizational and operational issues.

Minimum Education: Masters degree in a related field or a Bachelor's degree in accounting and 15 years experience.

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9. Senior Management Consultant [GSA Labor Rates]

Minimum/General Experience: Has a minimum of 10 years of financial experience related to management and possesses ability to perform work across a broad spectrum of management activities, including financial management. These include, but are not limited to: 1) determination of requirements, within available resources, for funds, manpower, facilities, equipment, supplies and services; 2) design and development, procurement, production, distribution, maintenance, transportation, and utilization of material; 3) thorough understanding of common and distinct business elements and how they can be enabled by integrated business-support techniques; and 4) application of specialized knowledge, and understanding of support requirements and mission or program goals. The position must also include the ability to conduct economic and business case analysis, risk studies, and feasibility and trade-off studies.

Functional Responsibility: Demonstrates expertise in a functional, technical, and/or industry specific areas. Demonstrates thought leadership and issue analysis in the consulting field. Assesses scope of government issues and lead development and execution of strategic client programs. Serves as functional or industry specialist within the areas of strategic planning, process analysis, activity based costing, benchmarking, and organizational and operational issues.

Minimum Education: Master's degree in a related field or a Bachelor's degree in accounting and 10 years experience.

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10. Management Consultant [GSA Labor Rates]

Minimum/General Experience: Possess at least 7 years of financial experience in defining business process and decision support requirements and priorities with customer while ensuring daily project requirements are met. Designs solutions based on business need, workflow, and technical considerations. Researches and resolves application production problems. Conducts complex documentation and user needs analyses. Studies customer environment by analyzing job tasks, organizational structure and user requirements to propose enterprise-wide solutions. Interviews client personnel, interprets reports, specifications and drawings to increase understanding of processes and requirements.

Functional Responsibility: Under minimal direction, provides research and analysis support. Researches and analyzes data related to a project topic. Applies industry knowledge to determine the accuracy and reasonableness of the data. Documents and summarizes the results to be used in developing client recommendations. Leads in developing programs and implementing solutions to meet the client's business needs. Utilizes knowledge of business-support technology and the client's industry to support members of the team. Develops programs and implements solutions to meet the client's business needs. May lead low-risk government engagements. Plans, schedules, and controls phases of projects using established processes.

Minimum Education: Bachelor's degree in a related field.

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11. Principal Economist [GSA Labor Rates]

Minimum/General Experience: Has at least 10 years experience within one of the following two areas. 1) Person possesses a comprehensive knowledge of cost estimating, program office functions, risk management techniques, and parametric cost estimating tools. Has an understanding of the intricacies of cost analysis methods used in complex estimating assignments and a knowledge of industry and government information technology cost estimating environments. 2) Possesses experience in the procurement and/or business disciplines, specifically in the areas of information system budgeting, finance, statistical, and programming concepts.

Functional Responsibility: Provides leadership within the following areas: (1) the activities which occur during the total life cycle of a program; (2) statistical techniques, applies mathematics and economics to conduct analytical studies involving complex technical parameters, logistics requirements, schedules constraints and similar cost-influencing factors; (3) accounting, procurement, and business disciplines to enable evaluating or using contractor or Government budget and financial systems, procurement specifications and contractual obligations to the extent they affect cost; (4) engineering discipline in sufficient detail to allow effective interchange of information; (5) systems development and acquisition processes; (6) Government and industry cost data sources and cost data utilization; and (7) automated cost estimating tools.

Minimum Education: Master's degree in a related field or Bachelor's degree in a related field and 10 years experience.

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12. Principal Cost/Budget Analyst [GSA Labor Rates]

Minimum/General Experience: Has at least 10 years experience within one of the following two areas. 1) Possesses a comprehensive knowledge of cost estimating, program office functions, risk management techniques, and parametric cost estimating tools. Has an understanding of the intricacies of cost analysis methods used in complex estimating assignments and a knowledge of industry and government cost estimating environments. 2) Possesses experience in the procurement and/or business disciplines, specifically in the areas of budgeting, finance, statistical, and programming concepts; and a comprehensive knowledge of the OFPP acquisition process, and related programming functions (e.g., DOD's Planning, Programming, and Budgeting System) , and other applicable regulations and guidelines; the functions of a Government program office as they relate to acquisition planning and budgeting; and finance, budgeting, statistical and programming concepts, principles, policies, methodologies, and processes.

Functional Responsibility: Provides leadership within the following areas: (1) the activities which occur during the total life cycle of a program; (2) statistical techniques, e.g. applies mathematics and economics to conduct analytical studies involving complex technical parameters, logistics requirements, schedules constraints and similar cost-influencing factors; (3) accounting, procurement, and business disciplines to enable evaluating or using contractor or Government budget and financial systems, procurement specifications and contractual obligations to the extent they affect cost; (4) engineering disciplines in sufficient detail to allow effective interchange of information; (5) systems development and acquisition processes, including the role of industry and Government organizations; (6) Government and industry cost data sources and cost data utilization; and (7) use of automated cost estimating tools.

Minimum Education: Masters degree in a related field or Bachelor's degree and 10 years of experience.

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13. Senior Cost/Budget Analyst [GSA Labor Rates]

Minimum/General Experience: Has at least 7 years experience within one of the following two areas. 1) Possesses a comprehensive knowledge of cost estimating, program office functions, risk management techniques, and parametric cost estimating tools. Has an understanding of the intricacies of cost analysis methods used in complex estimating assignments and a knowledge of industry and government cost estimating environments. 2) Possesses experience in the procurement and/or business disciplines, specifically in the areas of budgeting, finance, statistical, and programming concepts; and a comprehensive knowledge of the OFPP acquisition process, and related programming functions (e.g., DOD's Planning, Programming, and Budgeting System) , and other applicable regulations and guidelines; the functions of a Government program office as they relate to acquisition planning and budgeting; and finance, budgeting, statistical and programming concepts, principles, policies, methodologies, and processes.

Functional Responsibility: Provides leadership within the following areas: (1) the activities which occur during the total life cycle of a program; (2) statistical techniques, e.g. applies mathematics and economics to conduct analytical studies involving complex technical parameters, logistics requirements, schedules constraints and similar cost-influencing factors; (3) accounting, procurement, and business disciplines to enable evaluating or using contractor or Government budget and financial systems, procurement specifications and contractual obligations to the extent they affect cost; (4) engineering disciplines in sufficient detail to allow effective interchange of information; (5) systems development and acquisition processes, including the role of industry and Government organizations; (6) Government and industry cost data sources and cost data utilization; and (7) use of automated cost estimating tools.

Minimum Education: Bachelor's degree in a related field.

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14. Consultant [GSA Labor Rates]

Minimum/General Experience: Possesses at least 4 years of experience in defining business process and decision support requirements and priorities with customer while ensuring daily project requirements are met. Designs solutions based on business need, workflow, and technical considerations. Researches and resolves application production problems. Conducts complex documentation and user needs analyses. Studies customer environment by analyzing job tasks, organizational structure and user requirements to propose enterprise-wide solutions. Interviews client personnel, interprets reports, specifications and drawings to increase understanding of processes and requirements.

Functional Responsibility: Under minimal direction, provides research and analysis support. Researches and analyzes data related to a project topic. Applies industry knowledge to determine the accuracy and reasonableness of the data. Documents and summarizes the results to be used in developing client recommendations. Leads in developing programs and implementing solutions to meet the client's business needs. Utilizes knowledge of business-support technology and the client's industry to support members of the team. Develops programs and implements solutions to meet the client's business needs. May lead low-risk government engagements. Plans, schedules, and controls phases of projects using established processes.

Minimum Education: Bachelor's degree in a related field.

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15. Senior Accountant [GSA Labor Rates]

Minimum/General Experience: Possesses at least 7years of experience in accounting. Person is responsible for major segments of audit or accounting related work. Provides a relatively high level of analytical skills and experience in accounting, budgeting, planning, scheduling, business information systems, and cost estimating. Has skills to support the formulation of budgets, strategic and operating plans, system reviews, and corrective actions. Assists in the preparation of financial management and related plans, recommendations, analyses, and reports to satisfy customer needs.

Functional Responsibility: Supervises, directs, and participates in the efforts of staff accounts in the performance of audit and accounting procedures related to the client program activities. Exercises supervisory control over personnel and reviews/approves engagement deliverables for proper documentation.

Minimum Education: Bachelors Degree in accounting or business related field.

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16. Journeyman Accountant [GSA Labor Rates]

Minimum/General Experience: Has over fours years of experience in accounting or closely related field. Possesses general analytical skills and experience in accounting, budgeting, planning, scheduling and business information systems, in addition to some knowledge of basic cost estimating supporting the formulation and implementation of budgets, operating plans, system reviews, and corrective action plans.

Functional Responsibility: Performs individual audit steps under the direct supervision of a Senior Accountant. Prepares work papers and support documentation for exceptions and/or findings. Assists the clients during the development of financial management related documentation.

Minimum Education: Bachelors Degree in accounting or business related field.

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17. Program Manager [GSA Labor Rates]

Minimum/General Experience: Requires 10 years of experience in program management. Person is charged with responsibility for development, management, operation, cost, scheduling, and technical performance of the client program activities. Has had experience as a senior engineer or other senior level manager and shall have strong skills relating to large information engineering programs. Possesses an understanding of, and experience in, total quality management principles and practices.

Functional Responsibility: Under broad direction leads client programs and plays a major role in developing recommendations. Proficiently applies consulting methodologies to collect and analyze data. Leads the development of programs and the implementation of solutions to meet the client's business needs. Applies extensive knowledge of client's industry and information technology to meet the objectives of the engagement. Coordinates planning the engagement, establishing the engagement requirements, managing the profitability of the engagement, and delivering the results to the client. Develops and assists in making client presentations.

Minimum Education: Master's degree in a management related field or a Bachelor's degree in a related field and 15 years experience.

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18. Project Manager [GSA Labor Rates]

Minimum/General Experience: Requires 7 years of experience in project management. Has responsibility for development, management, operation, cost, scheduling, and technical performance of the client program activities. Has had experience as a senior engineer or other senior level manager and shall have strong skills relating to enterprise-wide business process reengineering and similar large programs. Possesses an understanding of, and experience in, total quality management principles and practices.

Functional Responsibility: Under broad direction, leads client programs/projects and plays a major role in developing recommendations. Proficiently applies consulting methodologies to collect and analyze data. Leads the development of programs and the implementation of solutions to meet client's business needs. Applies extensive knowledge of client's industry to meet the objectives of the engagement. Coordinates planning the engagement, establishing the engagement requirements, managing the costs of the engagement, and delivering the results to the client. Develops and assists in making client presentations.

Minimum Education: Bachelors degree in a related field.

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19. Project Analyst [GSA Labor Rates]

Minimum/General Experience: Requires 5 years experience with using automated tools within projects to manage cost, schedule, and performance progress. Requires comprehensive knowledge of automated program management techniques and commercial off-the-shelf tools, such as Microsoft Project.

Functional Responsibility: Assists Program Managers and Project Managers and other project personnel in planning, tracking, analyzing, and reporting program progress on large efforts. Directly communicates in a team environment with all personnel involved to monitor and update program schedules.

Minimum Education: Bachelor's degree in a related field

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20. Program Support Specialist [GSA Labor Rates]

Minimum/General Experience: Under general direction, responsible for providing analytical and specialized administrative support functions. Coordinates special administrative projects by analyzing project, determining approach, compiling/analyzing data and preparing report/recommendation using PC skills, knowledge of administrative systems, and understanding of policies and procedures. Determines administrative procedures and methods and work priorities. Plans and coordinates meetings, conferences, and employee functions.

Functional Responsibility: Provide administrative support for project personnel.

Minimum Education: High school diploma.

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Education/Experience Substitution Policy
 
Degree Substitution   Degree & Experience Substitution   Related Experience
Associate's = -   2 Years Experience
Bachelor's = Associate's + 2 Years or 4 Years Experience
Master's = Bachelor's + 2 Years or 6 Years Experience
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