cage code: 4rqp2 duns: 798804519
TRANSCRIPT
CAGE CODE: 4RQP2
OUR CONTRACTING INFORMATION
• OASIS Small Business Pool 1: 47QRAD20D1025• OASIS Small Business Pool 3: 47QRAD20D3064• OASIS UnRestricted Pool 4: 47QRAD20DU435• Multiple Award Schedule (MAS): GS-10F-0283W• IT Schedule 70: 47QTCA18D008X• NIH Business and Professional Support Services II:
75N98019D00021• SeaPort Next Generation: N0017819D7414
CONTACT US
Alan Pentz, Chief Executive [email protected]
1850 M Street NW, Suite 520Washington, DC 20036
DUNS: 798804519
Corner Alliance is an award-winning small business that specializes in providing data-driven, high-impact solutions for Federal government agencies. With more than 13 years of corporate experience across a diverse Federal government client portfolio, we have deep expertise in the domains of public safety, public health, broadband, and cybersecurity mission spaces. We take our client commitments seriously by committing to have your back every day, pushing you with new ideas, and starting every solution with your stakeholders.
CAPABILITY STATEMENT
OUR VALUE TO FEDERAL CLIENTS
▶ Manage and administer grant programs to build capabilities to achieve your mission. We support multiple Federal clients to efficiently administer multi-million dollar grant programs that equip thousands of client stakeholders with enhanced capabilities, innovative technologies, and operational resources.
▶ Offer next level program management support to your portfolio of projects. We help our clients manage their portfolio of projects, and we excel in project planning, robust risk assessment, operational support, and excellent execution. We have a strong track record of ensuring projects across the portfolio are completed on scope, on time, and on budget.
▶ Measure your impact and performance. We support our Federal clients with high-impact key performance indicators (KPIs) and seamless progress tracking processes that monitor and demonstrate the effectiveness of Federal programs.
▶ Bring your vision to reality through strategic roadmapping. We support Federal clients to strategically define, design, and execute their long-term vision through a stakeholder and data-driven roadmapping process.
▶ Improve outreach to your critical stakeholders to raise awareness. We provide our Federal clients with impactful stakeholder relationship management, knowledge management, and quantitative and qualitative outreach and engagement measurements.
▶ Support you to be audit-proof if faced with Government Accountability Office (GAO) and Inspector General (IG) audits. We successfully prepare and support Federal clients through audits with minimal findings.
CORE COMPETENCIES
Corner Alliance uses data-driven solutions to deliver results in the following service areas for our Federal clients:
▶ Grants Program Development & Administration
▶ Portfolio & Project Management
▶ Strategy & Technology Roadmapping
▶ Impact & Performance Measurement
▶ Knowledge Management System Development
▶ Business Process Improvement
▶ Digital Communications & Stakeholder Engagement
COMPANY DATA
▪ Established July 2002▪ SBA SBD and EDWOSB▪ MD MBE 03-578▪ DUNS#: 130886604▪ CAGE Code: 3E5Y8
▪ TS Facility Clearance▪ DCAA-Approved Accounting
CONTRACTING VEHICLES
DoS Single Award BPA
#19AQMM19A0234
GSA OASIS SB Pool 1 #47QRAD20D1120
OASIS SB 8(a) SubPool 1 #47QRAD20D8109
GSA Multiple Award Schedule #GS-00F-009CA
GSA 8(a) STARS II: #GS00Q17GWD2011
Seaport NxG #N00178-19-D-7407
FinCEN BPA #TFSAFIN17D0006
Army EXPRESS BPA #W31P4Q-18-A0091
Army RMAS MA-IDIQ #W15QKN-18-D-0124
NAICS CODES
541219, 541330, 541511, 541512, 541513, 541519, 541611, 541612, 541613, 541614, 541618, 541690, 541810, 541820, 541910, 541990,
561110, 561210, 561320, 561421, 561920, 611430, 611710
OFFICE LOCATION
8 W. West Street Baltimore, MD 21230
CONTACT INFORMATION
Dina DiPalo, President (443) 277 – [email protected]
CONTRACTING RESOURCES GROUP, INC.
Capability Statement
Capabilities
Contracting Resources Group, Inc. (CRG) is an economically disadvantaged woman-
owned small business (EDWOSB) founded in 2002. Our team is distinguished by more
than 19 years of experience providing program management support to the federal
government and a growing portfolio of grant management support projects, which
include grant management projects for international programs. CRG’s grant
management capabilities span all phases of the grant lifecycle, including:
▪ Planning and pre-award activities, such as drafting funding announcements and
notices, applicant support, grant file management, and applicant training
▪ Grant evaluation framework development and implementation
▪ Grant reviewer recruitment, hiring, training, management, and coordination
▪ Online grant tool development and management
▪ Application technical and compliance review
▪ Grant performance and technical report development
▪ Grantee technical assistance
▪ Data analysis, grant program evaluation, and reporting
▪ Grant panel organization, training, coordination, quality assurance, and logistics
▪ Continuous improvement
▪ Grant closeout
▪ Extensive knowledge of federal grant regulations (2 CFR Part 200)
Past Performance
▪ U.S. Department of Housing and Urban Development (HUD)
Comprehensive administrative and technical support for the Office of Native
American Programs’ (ONAP) Competitive Indian Housing Block Grant (IHBG)
program. CRG built and tailored an online grant management tool; recruited, hired,
and trained grant reviewers; coordinated trainings; scheduled, coordinated travel
for, and facilitated grant panels; provided oversight and quality assurance of
reviews; and supplied over 30 reports to ONAP to support transparency,
accountability, and continuous process improvement for the IHBG program.
▪ Centers for Disease Control and Prevention (CDC)
Project-wide evaluation and continuous improvement support for the DELTA
FOCUS program, a cooperative agreement with 26 state and local intimate partner
violence coalitions. CRG collaborated with the CDC to develop and implement a
project-wide, data-to-action evaluation framework to support the program,
provide continuous improvement recommendations to grantees, review grant
reports for compliance and alignment with the goals of the cooperative agreement,
and to identify and report on promising grantee initiatives.
▪ National Regulatory Commission (NRC)
CRG prepared funding notices, reviewed grant applications for compliance and
accuracy, and coordinated the grant review process for a portfolio of more than 60
grants for NRC. Support to NRC also included preparing award notices, reviewing
performance reports, and grant closeout.
▪ U.S. Department of State (DoS)
Grant management support to DoS Bureau of Democracy, Human Rights, and
Labor (DRL), including ensuring effective execution of grant program requirements
throughout the grant lifecycle (pre-award, award, post-award), evaluation and
advocacy, analyzing proposals, coordinating panels, technical assistance to
applicants and grantees, and reporting to Congress and DoS leadership.
C & T S O L U T I O N S, L L CGRANTS MANAGEMENT SERVICES
C&T Solutions, LLC is a technology solutions and management consultingfirm that specializes in the development and implementation of federalfinancial and grant management systems. We have helped federalagencies become more successful, cost-effective, and mission-focused bydelivering transformative solutions based on modern principles compliantwith federal security standards. C&T is helping to modernize federal grantprograms for beneficiaries, applicants, federal agencies, and associatedgrantors by architecting centralized platforms that provide end-to-endfunctionality. C&T quickly builds consensus and forms strategies to improvelegacy systems, while integrating new solutions to meet fiscal objectives,invoice, audit, reporting, quality assurance, and legal mandates.
Hetel PatelManaging [email protected]
C&T Solutions20 F St NW, Suite 700Washington, DC, 20001410-236-9080gocandt.com
♦ KEY PARTNERSHIPS
Copyright © C&T Solutions, LLC 2021. All Rights Reserved.
Karley StecchiExecutive Vice [email protected]
Ryan ReesDirector of Federal [email protected]
CONTACT INFORMATION
ISO 20000
KEY GRANTS & FINANCIAL SYSTEMS MANAGEMENT EXPERTISE
NIH-NIMHNational Institute on Mental Health (NIMH) – C&T is currently redesigning a grant system using a low code Appian based solution.
DOE-EERE
Department of Energy (DOE) Office of Energy Efficiency and Renewable Energy (EERE) – C&T is currently redesigning a customized and modernized grants system that will incorporate functionality of 5 legacy systems into a single system that will support the full lifecycle of a grant –announcement, award, execution, and close out.
HHS-ASFR
Health & Human Services (HHS) Office of the Assistant Secretary for Financial Resources (ASFR) – $30+M, 25 FTES, created and executed Enterprise PMO (EPMO) to support HHS ASFR oversight of all HHS financial system IT projects including major upgrades.
CMS-FMSG
Centers for Medicare and Medicaid Services (CMS) Financial Management Systems Group (FMSG) – $50M, 65 FTES, created and executed PMO to provide oversight to CMS financial and business systems including Healthcare Integrated General Ledger Accounting System (HIGLAS), which processes over 4M transactions/day.
CMS-CCSQ
CMS Center for Clinical Standards and Quality (CCSQ) –$100M, 90 FTES, executed PMO to support CMS CCSQ, including a community of 250 developers and 1,500 resources supporting over 9 major health quality programs.
C & T S O L U T I O N S, L L CIMPROVING CITIZEN SERVICES
C&T Solutions, LLC is a Small Business Administration (SBA) approvedjoint venture (JV) participating in the SBA 8(a) Mentor-Protégé program.C&T consists of CSS Federal (protégé), a current participant in the 8(a)program and Tantus Technologies (mentor), a graduate of the 8(a)program. C&T provides 8(a) credit and Small Business credit. Founded in2015, C&T is headquartered in Washington, D.C.
Hetel PatelManaging [email protected]
C&T Solutions20 F St NW, Suite 700Washington, DC, 20001410-236-9080gocandt.com
♦ DCAA Audited Accounting♦ Secret Facility Clearance♦ 100% of consultants have
one or more certifications:Certified Information Systems Security Professional (CISSP)
Certified Authorization Professional (CAP) IT Service Management
Information Technology Infrastructure Library (ITIL) Foundations
Microsoft Certified Solution Developer (MCSD)
Microsoft Certified Systems Engineer (MCSE)
Microsoft Certified Professional (MCP)
Oracle Certified Database Administrator
Oracle Certified Professional (OCP)
Oracle Certified Professional
Project Management Project Management Professional (PMP)
Quality Software Engineer
SCRUM Master
Copyright © C&T Solutions, LLC 2021. All Rights Reserved.
Grants Management Services Systems Planning & Design Software Assurance Cloud Migration Audit Governance, Risk, & Compliance Continuous Diagnostics and
Mitigation Vulnerability Management Security Information and Event
Management & Incident Response Penetration Testing Security Awareness Training &
Testing Privacy & Data Loss Prevention
Program, Policies, & Training Portfolio, Program, & Project
Management Office Services based on PMBOK, ITIL, CMMI
Enterprise & Local Project
Management Offices Communications & Training Portfolio Planning, Forecasting, &
Governance Investment Control & Capital
Planning e.g., OMB Exhibit 300s Alternatives & Operational
Analyses Business Process Analytics, Re-
engineering, Redesign, & Management
Program & Project Planning & Control Services
Organizational Change & Training Subcontractor & Contract
Management Schedule, Cost, Quality, Risk,
Scope, & Reporting Management Security Program & Policies
CAPABILITIES
SB Pool 1Contract 47QRAD20D1199Contract End 12/19/2024
NAICS: 541330DUNS: 080073493CAGE: 7HN02
CONTRACT & FACTS
ISO 20000
Centers for Disease Control and Prevention (CDC)
Centers for Medicare & Medicaid Services (CMS)
Consumer Product Safety Commission (CPSC)
Department of Agriculture (USDA) Department of Education (ED) Department of Energy (DOE) Department of Justice (DOJ) Department of State (DOS) Department of Transportation
(DOT)
Export-Import Bank of the United States (EXIM)
Federal Aviation Administration (FAA)
Food and Drug Administration (FDA)
Department of Health and Human Services (HHS)
National Institutes of Health (NIH) Office of Personnel Management
(OPM) Small Business Administration
(SBA)
CUSTOMERS
EA Engineering, Science, and Technology, Inc., PBC (EA) is a 100% employee-owned public benefit corporation that provides water and natural resources management, environmental health and safety regulatory compliance, site characterization and remediation, infrastructure engineering and management, and information technology solutions to a wide range of industrial and government clients nationwide. EA can provide a wide range of grant management support to clients, including compliance, project review, technical assistance and program outreach.
Headquartered in Hunt Valley, Maryland, EA employs more than 560 professionals through a network of 26 commercial offices and 9 satellite residential offices across the continental United States, as well as Alaska, Hawaii, and Guam. In business for more than 47 years, EA has earned an outstanding reputation for technical expertise, responsive service, and judicious use of client resources.
Coastal Resilience Contaminated Site
Assessment and Remediation
Data Management and Technology
Ecotoxicology Lab Engineering Services Environmental,
Health, and Safety Management and Assurance
EnviTreat Laboratory Infrastructure
Project Support Munitions Response Natural Resources
Management Sediment
Management Sustainable Solutions
Environmental Grants Management and Support
OASIS Pool 1 NAICS Codes541330 Engineering Services
541360 Geophysical Surveying and Mapping Services
541370 Surveying And Mapping (Except Geophysical) Services
541380 Testing Laboratories
541611 Administrative Management and General Management Consulting Services
541618 Other Management Consulting Services
541620 Environmental Consulting Services
541690 Other Scientific and Technical Consulting Services
Unrestricted Pool 1CONTRACT NUMBER:47QRAD20DU140
Contact Information for OASIS Pool 1:Ivy HarveyPrimary Point-of-ContactCorporate OASIS Program Manager410-527-2438 [email protected]
Steve KuhrAlternate Point-of-Contact Corporate OASIS Contract [email protected]
US Army US Navy US Air Force US Coast Guard GSA
NPS USFWS USFS
Key Services
Clients
FI‘s financial services and government clients manage a wide range of portfolios in pursuit of their missions-- portfolios of financial instruments, physical and intangible assets, assistance and oversight programs, stakeholder relationships, and many others. Across all portfolio types, high-performing organizations share a common goal—to continually increase the value that their portfolios deliver. Achieving this goal requires a deep understanding of each portfolio, the ability to systematize capabilities, and the ability to take action. We deliver solutions that help leaders gain deeper insight into what they have, operate with greater efficiency and speed, reduce risk, and enable smarter, faster decision-making.
ContactJosh Meikrantz | [email protected] | 571.255.6876
CHALLENGE: The SSBCI provides grants to state lending and investment groups to increase private lending to small businesses and small manufactures. SSBCI asked FI consulting to develop a monitoring tool to help with streamlining the participating states’ reporting requirements to analyze and visualize program impact.
FI SOLUTION: TFI’s automated solutions managed $1.5 Billion in grants, improved the quality of SSBCI’s data, enabled easy program evaluation, and significantly reduced the time and resources required for day-to-day grant program management.
CHALLENGE: Build the credit parameters and the underwriting capability to implement this new program to ensure effective management of risk in this new borrower population.
FI SOLUTION: In less than 5 weeks, FI Consulting helped USDA implement a new loan program designed to facilitate the flow of capital for community facility projects in rural areas with high or persistent poverty and which are currently underserved by traditional banking institutions.
CHALLENGE: In 14 months, SBA’s PPP originated 11.8 million loans through 5,400 PPP lenders. With a highly condensed timeline, SBA lacked the resources and expertise to provide effective loan and lender oversight and risk management of the PPP portfolio.
FI SOLUTION: FI leveraged advanced ML and data analytics technologies to provide a fully integrated, adaptable, and defensible solution to conduct loan and lender assessments, provide due diligence to ensure taxpayer dollars are protected, and monitor overall portfolio risk.
Treasury SSBCI
USDA CDFI
SBA PPP Automated Oversight
System
Case Studies
1500 Wilson Blvd., 4th Floor, Arlington, VA 22209 | 571.255.6900 | ficonsulting.comOASIS Contract Number: GS00Q14OADS204 | OASIS Small Business Pool 2 | NAICS Codes: 541219, 541611, 541511, 541512, 541618 | FI Consulting is a Small Business
Service Offeringsn Analyticsn Modelingn Credit Risk Analysisn Data Management & Integrationn Business Analysis & Strategy Designn Program Designn Policy Analysisn Portfolio Managementn Customer Relationship Managementn Automation & Reportingn Acquisition & Spend Planning Tool
Certifications n Microsoft Power Platformn Cloudn Project Management Professionals (PMP)n SAS Certified (Base and Advanced)n Certified Financial Analystsn Financial Risk Managers (FRM) - GARP
Clients n Department of Homeland Securityn Department of the Treasuryn Department of Educationn Small Business Administrationn Department of Veterans Affairsn Financial Risk Managers (FRM) - GARPn Department of Agriculturen Centers for Medicare and Medicaid Servicesn Freddie Macn Federal Reserven Department of Commercen Commercial Clients
1500 Wilson Blvd., 4th Floor, Arlington, VA 22209 | 571.255.6900 | fi consulting.comCage Codes: 4MEL7 | DUNS: 126150056 | NAICS Codes: 541219, 541611, 541511, 541512, 541618GSA MAS; OASIS Small Business Pool 2 | FI Consulting is a Small Business
Financial Consulting ExpertiseFI Consulting’s data analytics, fi nancial management, federal subsidy, and technology experts deliver results. For the Treasury Department’s TARP program, we helped the OCFO improve the quality and accuracy of its existing formulation models, formulate reestimate models for each program, and develop a robust modeling process to improve the accuracy and performance of its programs. In less than 5 weeks, FI Consulting helped USDA implement a new loan program designed to enable the fl ow of capital for community facility projects. On the SBA Loan Review Tool program, we helped in-source reviews for more than 50,000 7(a) loans annually while ensuring compliance, quality, increased eff iciency, and transparency.
Our professionals assist Government leaders with the following:n Design fi nancial assistance programs to ensure
operational excellence
n Understand and establish the data architecture needed to monitor, evaluate, and administer assistance programs
n Build right-sized technology solutions that deploy and scale quickly for constrained timelines and budgets
PIM SOFTWAREProgram Investment Manager (PIM) is FI Consulting’s COTS solution for managing federal assistance programs. Built using our deep knowledge of federal loan and subsidy programs, PIM automates processes, workfl ows, and reporting for application review, recipient evaluation, program monitoring, portfolio management, executive dashboards, performance analytics, risk management, closeout/disposition, and stakeholder engagement.
Because of its low-code technology, PIM can rapidly scale to meet pandemic fi nancial assistance response needs in such areas as Analytics, Modeling, Credit Risk Analysis, Data Management and Integration, Data Governance Support, Business Analysis and Strategy Design, Program Design, Policy Analysis, Portfolio Management, Customer Relationship Management, and Automation/Reporting.
PIM Screenshots »
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Program Design and Application Processingn Develop policies, procedures, and documentation to support
overall program design, application reviews, and the award process. This can include a step-by-step document detailing how to intake and process applications, how to enter data in applicable systems, and how to issue a letter of conditions.
n Review and score program applications in conjunction with program staff .
Reportingn Develop reports that show funding location(s), funding use, and
population impacted for internal and external stakeholders.
n Prepare summary reports highlighting all approved awards from each funding window.
Administration and Award Monitoringn Provide eff ective and eff icient communications and outreach to
program stakeholders. This may include developing frequently asked questions (FAQs), answering questions from applicants, and onsite and remote workshops and webinars.
n Support program staff with award status tracking and application closing activities.
n Prepare award summary information and assist with planning of award announcements.
n Assist with development of webpage content for announcing funding windows, communicating requirements of the funding window, announcing awards, and other necessary webpage development to support the program.
n Lead periodic meetings with the Contracting Off icer Representative (COR), Contracting Off icer (CO) and program staff to discuss overall status and direction of the program.
GLOBAL SOLUTIONS VENTURESGlobal Solutions Ventures (GSV) is an 8(a) certified joint venture comprised of ZemiTek, LLC and Dexis Consulting Group. GSV brings 30+ years of experience implementing work for U.S. government agencies in both domestic and international settings. We have considerable experience in grants management.
Global Solutions Ventures3 Bethesda Metro Center Suite 700
Bethesda, MD 20814-6300(240) 813-2523
Charles La Duca [email protected]
GSV has awarded 150+ grants in over 12
technical sectors.
In Mali, GSV provided grants to
11 CSOs for training paralegals,
pro bono legal work for
underserved populations, and
designing and broadcasting
radio programs on hot button
legal topics.
In Nicaragua, GSV provided
grants to increase social
inclusion, including a grant that
supported the creation of the
first Central American Alliance
of LGBTI Rights and Youth
Organization to promote and
defend youth and LGBTI rights.
CAGE Code: 7WRU
DUNS: 080647817
SBA Approved 8(a)
GSV has implemented grant programs in 11
countries.
In Ethiopia, GSV awards
small grants to people and
organizations working to sustain
democratic progress.
In Guatemala, GSV worked with
civil society organizations to
help increase accountability and
encourage citizen participation.
In Nicaragua, GSV supported
CSOs to increase their
institutional and advocacy
capacity through hands-on
mentoring, capacity building,
and grants.
GSV has mobilized 500+ employees and
consultants across 83 countries in the last three
years.
GSV has provided support
to over 40 countries in Africa
through the USAID Africa
Bureau.
GSV has provided institutional,
programmatic, and technical
support services to bilateral
Bureaus including PPL and DDI.
GSV’s rapid recruitment places
supplementary STTA within
USAID bureaus, offices, and
missions.
We recognize that lasting development must include those who are to be the direct beneficiaries of that development.
We utilize grants to support and partner with civil society organizations, community development groups, and local governments to build sustainable outcomes that address the most pressing needs of local populations.
We work with grantees to ensure success through organizational development and learning opportunities, technical support tailored to the scope of the grant, and grants management support.
Guiding Principles for Grant Making and Management
1. Adherence to Do No Harm and our Conflict Sensitivity Principles
2. Identifying the right mix of grantmaking mechanisms for the program and context
3. Working closely with USG and Grantees for successful achievement of grant objectives
4. Balancing calculated risk in grant design while ensuring compliance
GSV Grants Management Cycle
OASIS and OASIS Small Business (SB) are multiple award, Indefinite Delivery Indefinite Quantity (IDIQ) contracts that provide flexible and innovative solutions for complex professional services.
The core disciplines/scopes of the contracts include: Program management services; Management consulting services; Logistics services; Engineering services; Scientific services; and Financial services.
GSV Contract Number: 47QRAD20D1100 Govt. Point of Contact: Diran E. Arslanian Phone: 703-603-8166 E-Mail: [email protected]
CONTACT INFO
Nazim Hamilton
Principal
Melissa Hamilton
Principal
7233 Hanover Parkway, Suite D
Greenbelt, MD 20770
Business inquires:
www.usfti.com
CERTIFICATION
OASIS NAICS:
Financial Services
541211 Offices of Certified Public
Accountants
541219 Other Accounting
Services
541611 Management Consulting
Services
541618 Other Management
Consulting Services
Hamilton Enterprises, LLC
Hamilton Enterprises is a minority-owned, small disadvantaged,
Certified Public Accountant (CPA), management and IT consulting
firm based in the Washington DC metropolitan area. We are committed to
professional excellence within our core capabilities of auditing,
accounting, and financial management advisory services. We maintain a
system of quality controls, subject to independent evaluation and review.
Our management team is hands on with all staffing, solution
development, and project management. Combining our quality control
systems and management oversight with our dedication to operating with
the utmost levels of honesty, reliability, integrity, and transparency allows
us to exceed our client’s expectations.
Client Base
• Department of Treasury
• Department of Justice
• Department of Interior
• Department of Agriculture
• Department of Veterans Affairs
• Department of Commerce
• Government Accountability Office
• Agency for International Development
• Federal Trade Commission
• Administrative Office of the U.S. Courts
• Gulf Coast Ecosystem Restoration Council
• Agency for Global Media
• Department of Defense
• Department of Health and Human Services
• Department of Homeland Security
• Small Business Administration
• Department of Transportation
• Department of Housing and Urban Development
• Securities and Exchange Commission
• National Science Foundation
• National Aeronautics and Space Administration
• Postal Service
• Office of Personnel Management
• Department of Energy
Contract Information
GSA OASIS SB Pool 2 - GS00Q14OADS206
Capabilities
• Grant Management
• Information Systems, Performance
and Compliance Audits
• Audit Readiness, Liaison and
Remediation
• Policy and Procedures
Development
• Risk and Financial Management
Advisory Services
• OMB Circular A-123 Internal Control
Compliance
• CFO Act, CTDA, Grants, Loans and
DCAA Contract Audits
• Financial Reporting and Analysis
• Accounting, Reconciliation and
Budget Support
• Administrative and Clerical Service
Certified Professionals
• Certified Public Accountants (CPAs)
• Certified Management Accountants (CMAs)
• Certified Internal Control Auditors (CICA)
• Masters of Business Administration (MBAs)
• Certified Fraud Examiners (CFE)
• Project Management Professionals (PMP)
• Certified Information System Auditors (CISA)
• Certified Government Financial Managers (CGFM)
Past Performance Summary
Agency: Project Description of Work
Federal Transit Administration (FTA):
Grants Financial Management Oversight and
Monitoring Reviews
Hamilton supported FTA’s oversight objectives in the Financial Management
Oversight (FMO) program through reviews, workshops, and technical assistance.
FMO reviews involve a comprehensive assessment of a transit agency’s financial
systems to determine if they have adequate internal controls to comply with FTA
and other Federal policies.
Hamilton assisted FTA in conducting specialized oversight of, and delivering
training and technical assistance to, transit grantees. All contractual, technical,
budgetary, and performance requirements and objectives are achieved.
Additionally, participated in developing programmatic improvements with FTA
relating to overall agency objectives. Hamilton conducted FMO reviews
nationwide for agencies and provided technical assistance to transit agencies for
implementing these recommendations.
National Science Foundation (NSF):
Grants and Cooperatives Agreements (Financial
Assistance Awards) Audit Services
Hamilton performed incurred cost audits, accounting system audits, estimating
system audits, and special projects for NSF grants and cooperative agreements.
The intent of these services is to provide NSF with information that will assist in
the negotiation, award, administration, repricing, and settlement of financial
assistance awards and modifications. In the completion of all audit services task
orders, Hamilton produced draft reports, with findings, questioned costs (if
applicable), and recommendations.
Hamilton developed and maintained complete and accurate working papers that
document all work performed, support conclusions reached and are consistent
with American Institute of Certified Public Accountants (AICPA) standards and
in accordance with GAGAS.
National Institute of Standard and Technology
(NIST):
MEP Grants Financial Analysis Management
Evaluation and Enterprise Risk Management
Support Services
Hamilton performed financial management analysis review for NIST MEP
Centers in all 50 states and Puerto Rico. The intent of this review is to evaluate
the internal control infrastructure that supports the MEP Program, identify lessons
learned, and capture best practices for knowledge transfer to other MEP Centers.
Also, Hamilton provided enterprise risk management support services to the
NIST MEP headquarter to help identifying risks and opportunities. We conducted
a qualitative assessment of each risk/opportunity’s probability and impact to
assess the risk’s urgency.
U.S. Agency for International Development
(USAID):
Accounting System, Billing, CAS Disclosure
Statement and Incurred Cost Audits
Hamilton provided audit support for an accounting system audit and
determination of the amount and causes of overbilled costs to U.S. Government
Awards from Africare, related to the misapplication of indirect rates and
excessive drawdowns from their Letter of Credit, for the United States Agency
for International Development (USAID) Office of Acquisition and Assistance
(OAA).
The objective of the accounting system audit is to evaluate the recipient’s
compliance with 2 CFR 200.300 through 309, Standards for Financial and
Program Management, and ensure that the recipient has established and
maintained an acceptable accounting system. Accounting system means the
recipient’s system or systems for accounting methods, procedures, and controls
established to gather, record, classify, analyze, summarize, interpret, and present
accurate and timely financial data for reporting in compliance with applicable
laws, regulations, and management decisions, and may include subsystems for
specific areas such as indirect and other direct costs, compensation, billing, labor,
and general information technology. The objective of the billing audit is to
determine the amount of money Africare overbilled on U.S. Government awards
related to the misapplication of indirect rates and excessive drawdowns from their
Letter of Credit from fiscal years 2009 through 2014.
Hamilton also provided accounting system audit, incurred cost audit and CAS
disclosure statement for the International Relief and Development (IRD) for the
periods between 2009 and 2014.
LONGEVITY GRANTS MANAGEMENT APPROACH
Innovation in Grants Management
Recommend Process Improvements
Pre-Award Post-Award
Analyze Current System
Use evidence-based tools and models designed to achieve measurable performance gains
Review current procedures and solutions to identify areas for improvement
We understand the evolving challenges facing federal grant programs which require the implementation of new technologies to achieve successful outcomes and improve business processes. Longevity provides unique solutions and approaches to establish new operational procedures that improve efficiencies and data integrity for high-volume peer review environments. Our services include:
Streamline by Automating Key ActivitiesAutomate the screening process to determine critical data points needed for application processing, eligibility determinations, and reviewer panel formations
ImproveCommunicationEnhance program websites, incorporating additional solutions for collaboration, communication, and education
Provide Ongoing Targeted Technical AssistanceDevelop and sustain programs that support education and dissemination of information to further grantee efforts
MonitorOutcomes for Future Decision-makingMonitor grantee performance and evaluate grant program outcomes to inform future grant efforts
1 2 3 4 5 6
longevityconsulting.com
Expedite delivery of materials and training to reviewers through the use of online resources and virtual technologies
Leveraging our experience and lessons learned, Longevity actively seeks out opportunities to improve program and stakeholder outcomes through the use of leading edge technology, improved management strategies, and leading best practices.
Ahead of us lies a new technological landscape.
We will guide you through every phase of innovation, from road-mapping of strategies to deployment of the technologies you need.
Let’s talk!
(703) 555-3838 [email protected]
CONNECT WITH USIMPROVED OUTCOMESBUSINESS TRANSFORMATION PROCESS
Improved Program Outcomes
Management Approach
Technical Expertise
3
2
1Streamline the review process and improve data integrity through the introduction of leading edge technology
Increase flexibility to respond to support needs through additional online support tools and resources
Increase collaboration and sharing of best practices through online platforms and knowledge repositories
Performance Excellence Partners, LLCOutstanding service, always!
— GRANTS MANAGEMENT CAPABILITIES — Coaching (in-person and virtual) Communities of Practice and Facilitated Peer Learning Conference/Meeting Planning and Training Event Logistics
(in-person and virtual) Content Development (trainings, webinars, written resources, electronic
newsletters, and reports) Facilitation Data Analytics Project Management Technical Assistance
— Program Design, Development, and Implementation — Sustainability — Close-out
— OUTCOMES — Increased the capacity of workforce development grantees. Facilitated collaboration across agencies. Expanded grantee knowledge of available resources. Created a digital library of references that will serve grantees into the future. Increased grantee performance reporting capabilities. Maximized the eff ectiveness of in-person conferences. Expanded the number and types of services off ered by effi ciently managing
funds and resources.
Contact Information
Jaime A. RamirezVice President(714) 459-3564
PEP Headquarters21241 Hillsdale Lane
Huntington Beach, CA 92646(714) 374-1140
www.PerformExcel.com
Certifi cations & Awards
ISO 9001:2015 Certifi ed
Certifi ed Woman-Owned Small Business (WOSB)
U.S. Department of Energy’s WOSB of the Year (2013)
U.S. Department of Energy’s Protégé of the Year (2011)
Client Feedback
“PEP was enormously helpful and proactive in assisting NE for the past three years. I highly recommend their energy and innovation in getting the job done.” – DOE/NE COR
“Thanks for taking the initiative and being proactive in providing superior customer service.” – DOL/OWI COR
“PEP has exceptional insights to ensure that excellent staff selections and retentions are maintained.” – DHS COR
“PEP’s support has been an integral part of the SPR being able to respond to Headquarters’ requests, which is critical to supporting the DOE Program Office.” – DOE/SPR COR
OASIS Small Business Pool 1Contract Number: 47QRAD20D1070
Primary NAICS / PSC Codes541611, 541612, 541618, 541990, B542, R406, R408, R409, R410, R431, R499, R699, R799, U008, U009
“I wanted to thank you and your team for providing outstanding technical assistance to our RExO Generation 4 grantees. Your entire team’s knowledge, skills, and ‘can do!’ attitude brings great credit to your company and has directly
led to the current successes of these grantees.”– COR for PEP’s contract supporting DOL Reentry grantees
(one of PEP’s 16 successful grantee support contracts)
— KEY GRANTS MANAGEMENT PROJECTS — Youth CareerConnect (YCC) Grantee Technical Assistance Contract: Provided coaching, subject matter
expertise, event logistics, written resources, and infographic design.
H-1B HUB Performance Reporting Technical Assistance: Supported the design, testing, and launch of the HUB reporting system. Developed training materials, user guides, tip sheets; provided small-group and one-on-one TA to grantees and Federal staff ; analyzed grantee performance reports; support the program offi ce.
Reentry Grantee Technical Assistance: Provided grantees with coaching, resources, and small group trainings; facilitated the development of a Federal partnership network.
Health Profession Opportunity Grants (HPOG): Enhanced the ability of Offi ce of Family Assistance grantees to conceptualize and eff ectively implement their programs for developing career pathways in nursing, health information technologies, long-term care, and other health-related areas.
ETA Grant Panelists: Screen and secure panelists, conduct grant panel reviews, validate data, and manage the database.
For more information please contact Jaime Ramirez at (714) 459-3564 or [email protected]
— OUR PROCESS —PEP’s fl exible, collaborative, and cost-conscious approach enables us to deliver timely, targeted, and user-friendly services, as demonstrated by our history of success at DOL.
Cultivate close, collaborative partnerships with our clients.
Develop tailor-made assistance and refi ne it through diligent assessment.
Build qualifi ed teams of staff and experts.
Enforce meticulous quality control as we off er the types of resources our clients and grantees will fi nd most useful.
Utilize technology to overcome budget restrictions and provide creative, cost-eff ective TA delivery options.
“Excellent quality management and staff . Delivered on time, within budget with quality results.”
– H-1B Performance Reporting TA Contract, Final CPARS
“Thanks for taking the initiative and being proactive in providing superior customer service.”
– COR for the DOL Reentry Grantee TA Contract
“PEP met all deliverable deadlines while exceeding expectations…. PEP is extremely accommodating of last-minute requests that inevitably arise prior to major [grantee] events or convenings.”
– Veronica S. Buckwalter, Senior Program Manager Jobs for the Future
Tashu TrivediPresident/[email protected]
Janice HoBusiness Development [email protected]
Corporate address9200 Corporate Blvd., Suite 260Rockville, MD 20850
Websitehttps://tfcci.net
Contactus
Capabilities
Grantsmanagement, financialmanagement, and reporting• Grants management
• Assessment of compliance with 2 CFR 200
• Financial and grants management training
• End-to-end financial management
• Financial reporting and analysis
• Accounting services
• Audit support and remediation
• Budget execution, formulation, and planning
• Regulatory reporting activities
• Performance measurement and reporting
• Financial policy development
• Quality assurance services
• Policies and procedures design and documentation
Internal control and riskmanagement• Comprehensive OMB Circular A�123 compliance
support
• Enterprise risk management (ERM� support
• Process re-engineering to streamline complianceefforts and eliminate redundancies
• Development and implementation of risk frameworksand tools to monitor and test internal controls
• Risk assessments, including risk scoring and heatmaps
• Development of risk management policies andprocedures
• Development of risk mitigation strategies and actionplans
Audit and attestation• Financial audits
• Performance audits
• Compliance audits
• Internal control reviews
• Agreed-upon procedures
Improper payments assessment• Statistical sampling, testing, and reporting of high-
risk programs in accordance with OMB CircularA�123, Appendix C
Corporate certifications
• CPA Firm, Peer Reviewed
• Small Disadvantaged Business
• NIST SP 800�171 Compliant
Contract vehicles• GSA OASIS Small Business Pool 1, Contract No. 47QRAD20D1142
• GSA OASIS Small Business Pool 2, Contract No. 47QRAD18D000X
Primary NAICS codes• 541211� Offices of Certified Public Accountants
• 541219� Other Accounting Services
• 541511� Custom Computer Programming Services
• 541611� Administrative Management and General ManagementConsulting Services
• 541618� Other Management Consulting Services
• 522310� Mortgage and Nonmortgage Loan Brokers
• 541214� Payroll Services
• 611430� Professional and Management Development Training
Key agencies servedTreasury • USDA � DHS � HHS � DOT � SBA � DOC � DOD � DOE
Federal Transit Administration (FTA):Financial Management Oversight (FMO)ProgramandComprehensive OversightReview and Technical AssistanceProgram (CORTAP)TFC supports FTA's oversight activities to ensure grant recipients usethe funds consistently with their intended purpose and are incompliance with regulatory and statutory requirements. TFC conductspost-award reviews of grant recipients, including:
Post-award reviews
• Financial management system
• Cost allocation plan and indirect cost rate proposal
• Agreed-upon procedures
• Financial condition and capability
Triennial and state management reviews
• Financial management and capacity
• Award management
• Asset management
• Aadequacy of controls to ensure compliance with grant provisions
• Several other reviews related to statutory and regulatory compliance
Department of Health and HumanServices (HHS), Substance Abuse andMental Health Services Administration(SAMHSA)TFC conducts pre-award risk assessments of grantees. TFC evaluatesfinancial capability and compliance factors to assess applicants' risk,including:
• Financial stability
• Quality of financial management systems
• History of performance, audit reports, and findings from single auditsand other relevant applicant audits
• Capability of the applicant to achieve and maintain compliance withapplicable statutory, regulatory, and other grantee requirements
AboutusTFC Consulting Inc. is a trusted, solutions-driven consulting firm. We serve federal agencies who requirecomprehensive solutions to improve their financial operations and compliance. We meet agency grantsmanagement goals, for example: