1. STATE OF MISSOURI
OFFICE OF ADMINISTRATION
DIVISION OF PURCHASING AND MATERIALS MANAGEMENT
NOTIFICATION OF STATEWIDE CONTRACT
June 22, 2009
TITLE: PROJECT MANAGEMENT TRAINING
CONTRACT PERIOD: JULY 1, 2009 THROUGH JUNE 30, 2010
BUYER: Name Earl Pettit
Phone (573) 751-5430
Email address firstname.lastname@example.org
ALL PURCHASES MADE UNDER THIS CONTRACT MUST BE FOR PUBLIC USE ONLY.
PURCHASES FOR PERSONAL USE BY PUBLIC EMPLOYEES OR OFFICIALS ARE PROHIBITED.
THE USE OF THIS CONTRACT IS MANDATORY FOR ALL STATE AGENCIES.
Local Purchase Authority shall not be used to purchase supplies/services included
in this contract unless specifically allowed by the contract terms.
The entire contract document may be viewed and printed from the Division of Purchasing & Materials Management's
Public Record Search and Retrieval System located on the Internet at http://www.oa.mo.gov/purch.
Instructions for use of this contract, specifications, requirements, and pricing are attached.
CONTRACT VENDOR VENDOR INFORMATION WBE PROCURE
NUMBER NUMBER -MENT
C204089001 4319483790 0 THE MATHIS GROUP NO YES
106 LAKEVIEW WOODS
EUREKA, MO 63025
CONTACT: DR. KEITH MATHIS
TELEPHONE: (800) 224-3731
FAX #: (636) 938-5292
2. STATEWIDE CONTRACT HISTORY
The following summarizes actions related to this Notification of Statewide Contract since its initial issuance. Any
and all revisions have been incorporated into the attached document.
Contract Issue Summary of Changes
07/01/09 to 6/30/09 Renewal of Contract. Pricing remains the same as during previous contract period.
07/01/08 to 8/06/08 Renewal of Contract. Updated pricing pages to reflect current prices which are lower
06/30/09 than during the previous contract period. Updated links in Travel Expenses Section.
07/01/07 to 03/27/08 Updated buyer contact information.
07/01/07 to 09/17/07 Contract administration buyer transfer
07/01/07 to 6/27/07 Revised 120 hour training to decrease hours to 90 hour training. Also added off-site class
06/30/08 for international Project Management “Exam Prep” Boot Camp Training.
07/01/07 to 04/10/07 Renewal of contract
07/01/06 to 03/06/06 References 1st renewal of the contract. All prices remain the same.
04/01/05 to 05/24/05 Amendment #001was issued to allow the contractor to videotape project management
06/30/06 training classes. The state reserves the sole option of reversing this decision.
04/01/05 to 04/01/05 Initial issuance of new statewide contract. Replaces contract C200095001.
SAM II INFORMATION (refer to PCTX table in SAM II)
CONTRACT LINE ITEM C/S CODE DESCRIPTION
C204089001 001 20868 PROJECT MANAGEMENT TRAINING (90
002 20868 SPECIALIZED TRAINING COURSES
003 92047 CONSULTING SERVICES
004 92047 PAQ
3. GENERAL CONTRACT INFORMATION
1. Purpose: Establishes a statewide contract for use by all state agencies for project management training. The purpose
of the training shall be to assist students in obtaining Project Management Professional (PMP) certification from the
Project Management Institute.
The State of Missouri reserves the right to acquire project management training from other sources (i.e. state colleges
and universities, etc.).
The coordinating state agency for the contract shall be the Information Technology Services Division (ITSD). The
Missouri Technical Training and Education Center (MOTEC) will act as the Information Technology Services
Division scheduling and cancellation agent.
2. Contract Period: The initial contract period is 04/01/05 through 06/30/06. There are five (5) renewal options.
Potential Final Contract expiration 06/30/11.
3. Pricing: All prices shall be as indicated on the Pricing Pages at the end of this document. The state shall not pay nor
be liable for any other additional costs including but not limited to taxes, shipping charges, insurance, interest,
penalties, termination payments, attorney fees, liquidated damages, etc.
4. Post Training Customer Support: The Mathis Group shall provide post-training customer support to the state
agency as needed for the duration of the contract including renewals. The Mathis Group must be available for contact
for an 8 hour period anytime between 7:00 a.m. through 6:00 p.m., Central Time, Monday through Friday.
5. Cooperative Procurement: The Mathis Group has indicated agreement to participate in the Cooperative
Procurement Program. The Mathis Group shall provide services as described herein under the terms and conditions,
requirements and specifications of the contract, including prices, to other government entities in accordance with the
Technical Services Act (67.360 RSMo).
6. General Requirements:
The Mathis Group shall provide project management training in support of the Project Management Institute’s Project
Management Professional (PMP) certification program for any agency of the State of Missouri in accordance with the
terms and conditions defined in contract C204089001. The coordinating state agency for the contract shall be the
Information Technology Services Division (ITSD).
The ITSD shall reserve the right to reject/request substitution of any of The Mathis Group’s instructor(s).
The basic project management course consists of a minimum of ninety (90) hours of instruction and must address at a
• The application of knowledge, skill, tools, and techniques to a broad range of activities in order to meet the
requirements of a project;
• The five project management processes of initiating, planning, execution, controlling and Closing; and,
• The nine knowledge areas of project integration, project scope, project time, project cost, project quality, project
human resources, project communications, project risk management and project procurement.
Immediately upon completion of the ninety (90) hours of instruction in the basic course, The Mathis Group shall
administer a Missouri Certification Exam supplied by the State and report results immediately to the State.
The basic project management course is broken into four (4) one-week sessions with at least a one-week break, but
not to exceed a two-week break between sessions, and the basic course shall address all knowledge areas identified in
the Project Management Institute Guide to the Project Management Body of Knowledge (PMBOK).
4. The on-site training day shall consist of a six- to eight-hour day which includes an hour lunch and two (2) fifteen-
minute breaks, preferably one in the morning and one in the afternoon.
All training shall be delivered via traditional face-to face instructor led methodology.
The Mathis Group shall develop and administer a practice exam at the end of training weeks one, two and three, and
the Missouri final certification exam on day five of week four. The Missouri final certification exam will be given by
The Mathis Group. In the event a student does not score at least 80% on the Missouri final certification exam, The
Mathis Group must follow the specific procedures outlined below:
Contractor must follow up with the student giving them an opportunity to write a ten (10)-page paper on “How Our
Agency Will Use The Missouri Project Management Methodology”.
The paper must include at least the following sections:
How to Develop a Business Case
How to Develop a Project Plan
How to Start a Project
How to Control a Project During Execution
How to Close a Project
How to Use the Methodology to Lower Project Risks.
The paper must be single spaced with a font no larger than 12.
The ten (10) pages must not include the title page or table of contents.
The paper shall be due within ten (10) working days from the date of the exam unless special permission is received to
extend the timeframe.
The papers must be evaluated by The Mathis Group on a pass/fail basis based on the demonstrated knowledge of the
methodology and its application.
To be deemed acceptable, the paper’s author must demonstrate that they understand how the Missouri Project
Management Methodology should be implemented in their agency. The paper must also be well written and well
organized. It must also follow the mandated guidelines regarding length, format and sections.
The Mathis Group shall also provide for any state agency, short courses of one (1) to three (3) days, addressing
specific processes and knowledge areas of the Project Management Body of Knowledge. These courses shall be in
support of the Missouri Project Management Continuing Certification Program and must include at a minimum the
Project Integration Management;
Project Scope Management;
Project Time Management;
Project Cost Management;
Project Quality Management;
Project Human Resource Management;
Project Communications Management;
Project Risk Management;
Project Procurement Management;
Project Performance Management.
Any modification made to the State of Missouri Project Management Best Practices Manual shall become property of
the State. The course content/curriculum of the classes shall remain property of The Mathis Group.
The Mathis Group shall provide all services on an as needed, if needed basis, to the sole satisfaction of the ITSD.
The State of Missouri does not guarantee any minimum or maximum amount of The Mathis Group’s services that
may be required under the contract.
5. 7. Specific Requirements for Interactive/Hands-on Training:
Contractor must provide courses designed to assist students in qualifying for the Missouri Project Management
Certification and the Project Management Institute’s Project Management Professional “PMP” certification program.
The Mathis Group must maintain a record to show the number of Professional Development Units (PDU’s) earned for
each learner who successfully completes an event. Cumulative records of all PDU’s earned are to be available for a
minimum of seven (7) years and are to be issued as an official permanent record upon request by the learner. PDU’s
must be recorded for all learners in an appropriate event, (i.e., the decision to record PDU’s is not left up to the
The Mathis Group must be a Project Management Institute (PMI) registered education provider (R.E.P.) for the
duration of the contract and must award Professional Development Unit(s) (PDUs) for courses successfully
The Mathis Group must provide a curriculum that is aligned with the Guide to the Project Management Body of
Knowledge (PMBOK) and the Missouri Project Management Certification and Continuing Certification requirements.
All course materials shall follow the curriculum in a clear and logical manner.
Materials in courses are reviewed and updated annually by The Mathis Group to reflect changes occurring in the
workplace, the PMI Project Management Body of Knowledge and the latest industry best practices.
The Mathis Group must provide on-site training within thirty (30) days of notification.
For on-site classes, The Mathis Group shall be required to provide each student a set of course materials at no
additional cost to the state. The Mathis Group shall be responsible for providing a hard copy of the State of Missouri
Project Management Best Practices Manual to each student. The Mathis Group shall guarantee that the version
handed out in class is the same version provided to ITSD. The Mathis Group should also provide all student materials
at no additional cost to the state for contractor-site classes.
It is highly desirable that on-site classes not exceed fourteen (14) students, and the State of Missouri intends to limit
on-site classes to fourteen (14) students or less except in extenuating circumstances. Contractor should limit the size
of contractor-site classes so that The Mathis Group accepts no more than twenty (20) students.
The Mathis Group must locate, and make available courses in any project management subject the Project
Management Institute (www.pmi.org) requires for certification within thirty (30) days of receipt of the request.
The Mathis Group must provide students with a course evaluation form at the end of each training session. The
original or an unaltered copy of the student course evaluation forms completed by the student must be submitted to
the State of Missouri within 5 working days of completion of each training session. The state and The Mathis Group
shall work together to determine the best remedy for any substandard instruction.
Certificate Program: The Mathis Group must provide a certificate program in which after successful completion of
each course or series of courses, a certificate shall be awarded to each student within 30 days after completion of the
class indicating successful completion of the course and would reflect that the awardee has the core skills equivalent
to those outlined in the Missouri Project Management Methodology Manual. At a minimum, the certificate must
contain the following information:
Name of course attendee
Title of course
Date of completion
Number of professional development units (PDUs) awarded
Signature of trainer, or other authorized individual, certifying the attendee successfully completed the courses
8. Scheduling and Cancellation of Classes:
For on-site training, students shall send their registrations through the Missouri Technical Training and Education
Center (MOTEC) that will schedule the courses with The Mathis Group. This shall allow MOTEC (1) to recruit
additional students if scheduled on-site classes are not filled and/or (2) to make the determination when an insufficient
6. number of students are registered whether it would be economically more feasible either to cancel the on-site class and
send the students to contractor-site classes or to postpone the class until greater demand exists. For contractor-site
training, students shall send their registrations directly to The Mathis Group.
MOTEC shall notify The Mathis Group at least fifteen (15) days prior to course schedule date, the location of the on-
site training facility.
For on-site classes, The Mathis Group must send a confirmation memorandum to MOTEC within three (3) working
days following the scheduling of courses through MOTEC. This written confirmation must provide the student with
the following minimum information regarding the scheduled class: name of class, dates(s) and time(s) class will be
For contractor-site classes, The Mathis Group must send a confirmation memorandum to each registered student
within three (3) working days following The Mathis Group’s receipt of the student’s registration. This written
confirmation must provide the student with the following minimum information regarding the scheduled class: name
of class, dates(s) and time(s) class will be held, location of the training facility.
For on-site training, The Mathis Group must notify MOTEC in writing of class cancellations at least five (5) working
days prior to the date of the scheduled class. For contractor-site training, The Mathis Group must notify each enrolled
student in writing of class cancellations at least fifteen (15) working days prior to the date of the scheduled class.
For contractor-site training, The Mathis Group must allow enrolled students to cancel their class registration by
mailing or faxing written notice to The Mathis Group any time up to fifteen (15) working days prior to the date of the
scheduled class, at no cost to the state.
For on-site and contractor-site training, in the event an employee is unable to attend a class for which they are
registered, The Mathis Group must allow the state to substitute another employee in their place at no additional cost to
For on-site training MOTEC shall give at least sixteen (16) calendar days written notice prior to the date of the
scheduled class either by mailing or faxing the written notice to The Mathis Group. Such cancellations shall be made
at no additional cost to the state.
9. Invoicing and Payment Requirements:
The Mathis Group shall submit an itemized invoice, for educational services provided during the previous month or
after each training session after services have been rendered, to MOTEC. The Mathis Group shall submit invoices to
the address as designated by MOTEC.
The Mathis Group shall invoice MOTEC in accordance with the firm, fixed pricing as stated on the Pricing Pages of
7. The Mathis Group’s submitted invoice must be itemized with the following information at a minimum:
The title of the class;
The name of the instructor(s);
Class training total amount (NOTE: travel expenses should be listed as a separate itemized amount. See paragraph
The date(s) on which the class was provided;
If on-site, The Mathis Group’s allowable travel expenses, detailing the days worked by each assigned staff member as
well as their transportation and per diem expenses. If requested by the state, The Mathis Group shall provide time
sheets and/or lodging and transportation expenditure receipts.
10. Travel Expenses:
The Mathis Group shall be reimbursed for actual and reasonable travel expenses incurred in conducting services, in
accordance with the following standards:
Travel Expenses: If the agency requests services to be provided on-site at the agency’s facility, The Mathis Group shall
be reimbursed for actual and reasonable expenses in accordance with the Office of Administration’s travel regulations
(http://www.sos.mo.gov/adrules/csr/current/1csr/1c10-11.pdf) and additional travel information which may be found
on the Division of Accounting’s web site (http://oa.mo.gov/acct/). The State of Missouri reserves the right to assess the
reasonableness of The Mathis Group’s travel expenses in accordance with the Maximum Per Diem Rates for lodging,
meals and incidental expenses specified for the state of Missouri on the General Services Administration (GSA) web site,
queryYear=2008&contentType=GSA_BASIC&contentId=17943&queryState=Missouri&noc=T. At the request of the
agency, The Mathis Group shall submit copies of the original receipts for lodging, meals, airfare, mileage etc., to the
agency. In the event The Mathis Group’s travel expenses for lodging and meals are determined by the State of Missouri
to be unreasonable, the State of Missouri reserves the right to reimburse The Mathis Group in accordance with the
maximum rates specified for Missouri on the GSA web site.
PRICING PAGES BEGIN ON NEXT PAGE
8. Pricing Pages
Line Item 001 (commodity code: 20868)
On-site 90 hour “Interactive/Hands-On” Training Course Pricing for initial Missouri Project Management
Size of Total Cost
Class Duration Unit Of Measure
Class Per Class
14 -20 Per Course $19,278.00
Contractor-Site 90 hour “Interactive/Hands-On” Training Course Pricing for New Project Managers:
Size of Total Cost
Class Duration Unit Of Measure
Class Per Class
14 -20 Per Course $25,015.00
Line Item 002 (commodity code: 20868)
On-Site “Interactive/Hands-On” Individual Specialized Training Course Pricing for Maintaining
certification of Project Managers (i.e., Risk Management, Project Communications Management, How to
Measure Project Performance, Scheduling, Human Resource Management, etc.:
Size of Total Cost
Class Duration Unit Of Measure
Class Per Class
5 Training Days 14-20 Per Class $6,300.00
4 Training Days 14-20 Per Class $5,900.00
3 Training Days 14-20 Per Class $5,200.00
2 Training Days 14-20 Per Class $4,200.00
1 Training Days 14-20 Per Class $2,500.00
Contractor-Site “Open Enrollment” Course Pricing for “Interactive/Hands-On” Individual Specialized
Training Course Pricing for Maintaining certification of Project Managers (i.e., Risk Management, Project
Communications Management, How to Measure Project Performance, Scheduling, Human Resource
Class Duration Unit Of Measure
Per Student Per Class
5 Days Each Student/Class $650.00
4 Days Each Student/Class $600.00
9. 3 Days Each Student/Class $500.00
2 Days Each Student/Class $375.00
1 Day Each Student $210.00
Line Item 003 (commodity code 92047):
DESCRIPTION/COMMENTS UNIT PRICE
Project Assessment Quotation (PAQ) services Hour $140.00
Curriculum Design (outside contract requirements) Hour $140.00
Line Item 004 (commodity code: 92047):
DESCRIPTION/COMMENTS UNIT PRICE
Coaching and Counseling Team Members Hour $140.00
Project Sponsor Coach Hour $140.00
Two Day Project Exam Prep Course Two Days $3,000.00
PMP Exam Prep Boot Camp. Class duration: 4