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GENERAL CONTRACT INFORMATION
GENERAL CONTRACT INFORMATION
GENERAL CONTRACT INFORMATION
GENERAL CONTRACT INFORMATION
GENERAL CONTRACT INFORMATION
GENERAL CONTRACT INFORMATION
GENERAL CONTRACT INFORMATION
GENERAL CONTRACT INFORMATION
GENERAL CONTRACT INFORMATION
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GENERAL CONTRACT INFORMATION

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  • 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 earl.pettit@oa.mo.gov 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. MBE/ COOP 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 EMAIL: kmathis@ix.netcom.com Page 1
  • 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 Period Date 07/01/09 to 6/30/09 Renewal of Contract. Pricing remains the same as during previous contract period. 06/30/10 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. 06/30/08 07/01/07 to 09/17/07 Contract administration buyer transfer 06/30/08 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 06/30/08 07/01/06 to 03/06/06 References 1st renewal of the contract. All prices remain the same. 06/30/07 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. 06/30/06 SAM II INFORMATION (refer to PCTX table in SAM II) CONTRACT LINE ITEM C/S CODE DESCRIPTION NUMBER C204089001 001 20868 PROJECT MANAGEMENT TRAINING (90 HOUR COURSE) 002 20868 SPECIALIZED TRAINING COURSES 003 92047 CONSULTING SERVICES 004 92047 PAQ Page 2
  • 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). PERFORMANCE REQUIREMENTS 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 minimum: • 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). Page 3
  • 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 following: 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. Page 4
  • 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 individual learner). 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 completed. 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 Page 5
  • 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 held. 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 the state. 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 this document. Page 6
  • 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 3.7.2 below); 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, http://www.gsa.gov/Portal/gsa/ep/contentView.do? 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 Page 7
  • 8. Pricing Pages Line Item 001 (commodity code: 20868) On-site 90 hour “Interactive/Hands-On” Training Course Pricing for initial Missouri Project Management Certification: Size of Total Cost Class Duration Unit Of Measure Class Per Class 90 hour 14 -20 Per Course $19,278.00 Training Course Students 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 90 hour 14 -20 Per Course $25,015.00 Training Course Students 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 Students 4 Training Days 14-20 Per Class $5,900.00 Students 3 Training Days 14-20 Per Class $5,200.00 Students 2 Training Days 14-20 Per Class $4,200.00 Students 1 Training Days 14-20 Per Class $2,500.00 Students 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 Management, etc.: Total Cost Class Duration Unit Of Measure Per Student Per Class 5 Days Each Student/Class $650.00 4 Days Each Student/Class $600.00 Page 8
  • 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): UNIT OF DESCRIPTION/COMMENTS UNIT PRICE MEASURE Project Assessment Quotation (PAQ) services Hour $140.00 Curriculum Design (outside contract requirements) Hour $140.00 Line Item 004 (commodity code: 92047): Optional Pricing UNIT OF DESCRIPTION/COMMENTS UNIT PRICE MEASURE 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 Each PMP Exam Prep Boot Camp. Class duration: 4 Student/Cl $1,200.00 days ass Page 9

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