General Services Administration

Federal Supply Service

Authorized Federal Supply Schedule Price List

 

Management, Organizational and Business Improvement Services

Federal Supply Schedule Industrial Group 874

 

CONTRACT No. GS-10F-0621N

Contract Period: (Base Period) 9/30/03-9/27/08

 

Contractor: Marsh USA, Inc.

1255 23rd St NW

Suite 400

Washington, DC 20037

web site: http://www.marsh.com

Telephone Number: (202) 263-7600

Facsimile: (202) 263-7700

 

Contract Administrator: Bruce D. Cohen

1255 23rd St NW

Suite 400

Washington, DC 20037

Web site: http://www.marsh.com

Telephone Number: (202) 263-7889

Facsimile: (202) 263-7700

Email: bruce.d.cohen@marsh.com

 

Marketing and Technical POC: Bruce D. Cohen

1255 23rd St NW

Suite 400

Washington, DC 20037

Web site: http://www.marsh.com

Telephone Number: (202) 263-7889

Facsimile: (202) 263-7700

Email: bruce.d.cohen@marsh.com

Business Size: Large

 

Prices shown herein are NET (discount deducted).

 

On-line access to contract ordering information, terms and conditions, up-to-date pricing, and the option to create an electronic delivery order are available through GSA-Advantage! TM, a menu-driven database system. The Internet address for GSA Advantage! TM is: https://www.gsaadvantage.gov/advgsa/main_pages/start_page.jsp

 

 

For information on ordering from Federal Supply Schedules click on the FSS Schedules button at: http://www.fss.gsa.gov/

 

Pricelist current through modification #PS-0003; Dated September 12, 2004.

 

Table of Contents

 

Marsh USA, Inc. General Contract Information

 

 

Instructions for Preparing to Order Services Priced on GSA Schedules at Hourly Rates

 

Step 1: Develop a Statement of Work

Step 2: Select Contractor and Place Order

Step 3: Prepare a Response for Proposal

Step 4: Submit to at Least Three Firms

Step 5: Evaluate Offeror s, Select Best Value Firm, and Place Orders

 

 

Ordering Procedures for Services

 

 

Blanket Purchase Agreements

 

 

Supplemental Information

 

 

About Marsh USA, Inc.

 

 

SIN 874-1 Consulting Services

SIN 874-2 Facilitation Services

SIN 874-5 Support Products

SIN 874-7 Program Integration and Project Management Services

 

 

Marsh USA, Inc. Labor Category Descriptions

 

 

Marsh USA, Inc. Rates for Services

 

 

Marsh Crisis Academy Course Descriptions

 

 

Marsh U.S.A. Rates for Courses

 

 

 

 

 

Marsh USA, Inc. General Contract Information

 

1a. Table of Awarded Special Item Numbers (SINs)

SIN 874-1 Consulting Services

SIN 874-2 Facilitation Services

SIN 874-5 Support Products

SIN 874-7 Program Integration and Project Management Services

 

1b. Identification of the lowest priced model number and lowest unit price for that model for each special item number awarded in the contract. Not Applicable

1c. Labor Category Descriptions See below.

 

2. Maximum Order $1,000,000.00

 

3.                   Minimum Order $300.00

 

4.                   Geographic Coverage CONUS

 

5.                   Point (s) of Production Not Applicable

 

6.                   Discount from List Price All Prices Herein are Net

 

7.                   Quantity Discounts See below for Volume Discounts for SIN 874-5

 

8.                   Prompt Payment Terms Net 30 days

 

9a-b. Government Purchase Card is accepted above and below the microphone threshold.

 

10.               Foreign Items Not Applicable

 

11a-d. Time of Delivery As negotiated in each order

 

12. F.O.B. Point(s) Destination CONUS

 

13a. Ordering Address: Bruce D. Cohen

1255 23rd St NW

Suite 400

Washington, DC 20037

Telephone Number: (202) 263-7889

Fax Number: (202) 263-7700

Email: bruce.d.cohen@marsh.com

 

13b. Ordering procedures: For supplies and services, the ordering procedures, information on Blanket Purchase Agreements (BPA s), and a sample BPA can be found at the GSA/FSS Schedule homepage (www.fss.gsa.gov/schedules ).

 

14. Payment Address: Marsh USA, Inc.

1255 23rd St NW

Suite 400

Washington, DC 20037

Attn: Accounts Receivable

 

15. Warranty Provision Not Applicable

 

16. Export Packing Charges: Not Applicable

 

17.               Terms and Conditions of Government Purchase Card Acceptance.: Above micro purchase level as negotiated with the Ordering Agency,

 

18. Terms and conditions of rental, maintenance, and repair. Not Applicable

 

19. Terms and conditions of installation (if applicable). Not Applicable

 

20.               Terms and conditions of repair parts indicating date of parts price lists

and any discounts from list prices. Not Applicable

 

20a. Terms and conditions for any other services (if applicable). Not Applicable

 

21. List of service and distribution points (if applicable). Not Applicable

 

22. List of participating dealers (if applicable). Not Applicable

 

23. Preventative maintenance (if applicable). Not Applicable

 

24.               Special attributes such as environmental attributes (e.g., recycled content, energy efficiency, and/or reduced pollutants).
Not Applicable

 

24b. If applicable, indicate that Section 508 compliance information Not Applicable

is available on Electronic and Information Technology (EIT)

supplies and services and show where full details can be found

(e.g. contractor s website or other location.)

The EIT standards can be found at: www.Section508.gov/.

 

25. Data Universal Number System (DUNS) Number: 020313136

 

25.               MARSH USA, Inc. is registered in the Central Contractor Registration (CCR) database.

 

27. Uncompensated Overtime Yes


 

 

 

 

Instructions For Preparing to Order Services Priced on GSA Schedule at Hourly Rates

 

GSA provides a streamlined, efficient process for ordering the services you need. GSA has already determined Marsh USA, Inc. meets the technical requirements and that our prices offered are fair and reasonable. Agencies may use written orders, electronic data interchange (EDI) orders, credit card orders, blanket purchase agreement orders, individual purchase orders, or task orders under this contract.

 

If it is determined that your agency needs an outside source to provide Management, Organizational and Business Improvement support services, follow these simple steps:

 

                  Step 1. Develop a Statement of Work (SOW)

 

In the SOW, include the following information:

 

        Work to be performed,

        Location of work,

        Period of performance;

        Delivery schedule, and

        Special standards and any special requirements, where applicable.

 

                  Step 2. Select Contractor and Place Order

 

        If the order is under $2,500, select the contractor best suited for your needs and place the order.

 

                 Step 3. Prepare a Request for Proposal (RFP)

 

        If the order is over $2,500, prepare an RFP;

        Include the SOW;

        Request fixed price, ceiling price, or, if not possible, labor hour or time and materials order;

        If preferred, request a performance plan from contractors and information on past experience; and include information on the basis for selection.

 

                 Step 4. Submit to at least Three Firms

 

                  Step 5. Evaluate Offers, Select Best Value Firm, and Place Order

 

 

 


 

Ordering Procedures for Services

 

The following ordering procedures were developed to assist our customer agencies in the purchase of services that are priced at hourly rates.

 

Procedures for Services Priced on GSA Schedules at Hourly Rates

 

The GSA has determined that the rates for services contained in our price list on the Federal Supply Schedule are fair and reasonable. However, the ordering office using this contract is responsible for considering the level of effort and mixes of labor proposed to perform specific tasks being ordered, and for making a determination that the total firm-fixed price (FFP) or ceiling price is fair and reasonable. Delivery orders may be placed by either the Federal agency or the GSA Federal Supply Service. These ordering procedures take precedence over FAR 8.404.

 

When ordering services, ordering offices shall -----

 

1.                   Prepare a Request for Quote (RFQ):

 

A.                  Prepare a performance-based statement of work (SOW) that outlines the work to be performed, location

of work, period performance, deliverables schedule, applicable standards, acceptable criteria and any

special requirements (i.e., security clearances, travel, special knowledge).

 

B.                  Include, along with the SOW, a request for contractors to submit either a FFP or a ceiling price to perform

the services described in the SOW. The FFP shall be based on the hourly rates in the Federal Supply

Schedule contract and shall consider the mix of labor categories and level of effort required to perform the

services described in the statement of work.

 

C.                  The FFP of the order may include any other incidental costs related to performance of the services

ordered.

 

D.                  A firm-fixed price order shall be requested unless the ordering office makes a determination that it is not

possible to estimate accurately the extent or duration of work or to anticipate cost with any reasonable

degree of confidence. When such a determination is made, a labor hour quote may be requested. A

ceiling price must be established for labor hour and time-and-material orders.

 

E.                  Reimbursements of travel costs at the rates provided in the Federal Travel or Joint Travel Regulation rates, or as a fixed-price incidental line item.

 

F.                  If necessary, contractors may be requested to submit a project plan and/or information on the contractor s experience and past performance on similar tasks.

 

G.                 Include information on the selection criteria and intended use of past performance factors.

 

Ordering offices should strive to minimize the contractor s cost associated with responding to RFQs. Tailor the RFQ to the minimum level necessary to make a best value selection. Oral presentations should be considered whenever possible.

 

2.                   Transmit the Request for Quote to Contractors

 

A.                  Evaluate catalogs and price lists to identify the contractors that appear to offer the best value.

 

B. Provide the RFQ to at least three (3) contractors if the order exceeds the micro-purchase level. If the order exceeds the maximum purchase threshold, send the RFQ to more than three contractors.

 

3. Evaluate quotes and select the contractor to receive an order

 

A.                  Evaluate contactors based on the factors identified in the RFQ.

 

B.                  Select the contractor that represents the best value to meet the Government s needs.


 

 

 

 

Blanket Purchase Agreement

 

Blanket Purchase Agreements (BPAs) for recurring services are encouraged when the following ordering procedures are followed.

 

A. All BPAs should define the services to be provided, delivery or performance time frames, billing procedures, and individual authorized to purchase under the BPA. The ordering office should establish discounts based on the projected volume of the orders,

 

B. State in the RFQ if a single BPA or multiple BPAs will be required and the basis for selecting the contractor to be awarded the BPAs.

 

1. Single BPAs are established when the ordering office can define the tasks to be ordered and determine a FFP or ceiling price for individual services or tasks to be performed. Authorized users may place the order directly under the established BPA. The best value contractor should be awarded the BPA.

 

2. If Multiple BPAs are needed by the ordering office, first determine which contractors are technically qualified before established the BPAs. Pricing can be established at this time or at the time the task orders are placed. The contractor that represents the best value should be awarded a BPA.

 

 

 

 

Supplemental Information

 

A. FAR 8.402 contemplates that GSA may occasionally find it necessary to establish special ordering procedures for individual Federal Supply Schedules or for some Special Item Numbers (SINs) within a Schedule. GSA has established special ordering procedures for services that are priced Federal Schedule contract at hourly rates. These special ordering procedures take precedence over the procedures in FAR 8.404.

 

B. When the ordering office s requirement involves both products as well as professional services, the ordering office should total the prices for the products and the firm-fixed price for the services and select the contractor that represents the greatest value in terms of meeting the ordering offices total needs.

 

The ordering office, should document orders purchased from the contractor and the amount paid. If other than a FFP order is placed, such documentation should include the basis for the determination to use a labor hour order. For agency requirements in excess of the micro-purchase threshold, the order file should document the evaluation of contractors quotes that formed the basis for the selection of the contractor that received the order and the rationale for any trade-offs made in making the selection.

 

                   I-FSS-125 Requirements Exceeding the Maximum Order (August 1997).

 

(a) In accordance with FAR 8.404, before placing an order that exceeds the maximum order threshold, ordering

offices shall:

 

(1)                 Review additional Federal Supply Schedule, contractor s catalogs and/or price lists or use the GSA Advantage! on-line shopping service.

 

(2) Based on the initial evaluation, generally seek price reductions from the schedule contractor(s) appearing to provide the best value; and

 

(3) After price reductions have been sought, place the order with the schedule contractor that provides the best value and results in the lowest overall cost alternative. See FAR 8.804(a). If further price reductions are not offered, an order may still be placed if the ordering office determines it is appropriate.

 

(b) Vendors may:

 

(1) Offer a new lower price for the requirement (the price reduction clause is not applicable to orders placed over the maximum order in FAR 52.216-19);

 

(2)                 Offer the lowest price available under the contract; or

 

(3)                 Decline the order (The order must be returned in accordance with FAR 52.216-19).

 

(c) A delivery order that exceeds the maximum order may be placed with the contractor selected in accordance with FAR 8.804. The order will be placed under the contract.

 

Sales for orders that exceed the maximum order shall be reported in accordance with GSAR 552.238-72.

 

If you have any questions for GSA, use the following contact information:

 

 

FSS Management Services Center

400 15th Street, SW

Auburn, WA 98001-6599

1-800-241-7246

E-mail: mgmt.services@gsa.gov

 

 

To submit requests to Marsh USA, Inc., please contact:

 

Bruce D. Cohen

1255 23rd St NW

Suite 400

Washington, DC 20037

web site: http://www.marsh.com

Telephone Number: (202) 263-7889

Facsimile: (202) 263-7700

Email: bruce.d.cohen@marsh.com


 

 

 

 

About Marsh USA, Inc.

 

Marsh Inc. is the world s leader in delivering risk and insurance services and solutions to clients. More than 36,000 colleagues serve clients in over 100 countries from more than 400 owned-and-operated offices. Some of our key business areas include: workforce strategies, operations and asset management, continuous risk improvement, and Marsh crisis consulting. The goal of Marsh Crisis Consulting planning is to give a company or government entity the capability to manage well any crisis it faces. Since no one can know precisely what will trigger the next crisis, good crisis planning establishes a self-sustaining foundation for knowing what to do and how to do it.

 

Management Structure

As the largest broker in the world, Marsh is qualified to manage the workforce necessary to handle all its needs with the Federal Government. With over 1,000 consultants across the county, we are more than prepared to handle the work proposed in our GSA offer. Marsh has adequate consulting resources in-house to support new and ongoing consulting engagements.

 

Quality

Quality is very important to Marsh in helping us achieve the needs of our clients. It is imperative we ensure the quality of our services at all times. To help us do this, we use a performance management culture that allows us to focus on short-term and long-term strategic goals where standards are clearly communicated, managed and rewarded. Marsh s success is measured not only by our financial results, but by organizational and business continuity as well. Marsh achieve this goal by using a Balanced Scorecard. A Balanced Scorecard is an organizational tool that measures financial and non-financial results. It serves several purposes:

        Balances financial and non-financial goals

        Fosters clarity and builds consensus around company strategy

        Enables stronger linkage between individual goals, business plans and corporate vision

        Provides a framework for measuring performance

        Helps individuals understand how their own productivity supports the overall strategy

 

Partnering

Our normal practice is to work as closely as possible with our customer. To the extent possible, we will establish formal partnering agreements, not only with the Contracting Officer in extension of expectations and measures of performance, but also with other contractors operating on MOBIS contracts. These arrangements will define mutual expectations regarding our services and provide a forum for forecasting needs and defining mutual expectations and performance standards.


 

 

 

 

Special Item Numbers (SINs)

 

 

CONSULTING SERVICES (SIN 874‑1)

 

Contractors shall provide expert advice, assistance, guidance or counseling in support of agencies management, organizational and business improvement efforts. This may also include studies, analyses and reports documenting any proposed developmental, consultative or implementation efforts. Examples of consultation include but are not limited to:

 

       strategic, business and action planning

       high performance work

       process and productivity improvement

       systems alignment

       leadership systems

       organizational assessments

       cycle time

       performance measures and indicators

       program audits, and evaluations

 

FACILITATION SERVICES (SIN 874‑2)

 

Contractors shall provide facilitation and related decision support services to agencies engaging in collaboration efforts, working groups, or integrated product, process, or self-directed teams. Agencies bringing together diverse teams and/or groups with common and divergent interests may require a neutral party to assist them in:

 

       the use of problem solving techniques

       defining and refining the agenda

       debriefing and overall meeting planning

       resolving disputes, disagreements, and divergent views

       logistical meeting/conference support when performing technical facilitation

       convening and leading large and small group briefings and discussions

       providing a draft for the permanent record

       recording discussion content and focusing decision-making

       preparing draft and final reports for dissemination

 

SUPPORT PRODUCTS (SIN 874-5)

 

Support products are those items used in support of services offered in SINs 1 through 4, 6, 7, 8 and 99. They could include:

       workbooks

       audio cassette tapes

       cd-roms

       training manuals (additional copies)

       videotapes

       advanced presentation media

       slides

       overhead transparencies

       assessment/survey instruments

       state-of-the-art computer based training

       interactive training services

       satellite or internet broadcast media

 

PROGRAM INTEGRATION AND PROJECT MANAGEMENT SERVICES (SIN 874‑7)

 

Contractors shall provide services in the management, integration, and programs and projects. These services may include, but are not limited to:

 

       program management

        program oversight

        project management

       program integration (team leader)

 

 

 


 

 

 

 

Marsh USA, Inc. Labor Category Descriptions

 

Senior Managing Consultant

Minimum/General Experience:

10+ years of relevant experience or 15+ years of relevant experience if no bachelor s degree

 

Licensing according to company policy or applicable law

 

 

Functional Responsibilities:

                   Maintains executive leadership role in Risk Consulting. Ensures effective delivery or proposal of valued service for clients and prospects. Responsible for managing most complex client engagements.

Minimum Education:

Bachelor s degree or 5 years of relevant experience

 

 

 

Managing Consultant

Minimum/General Experience:

10 + years of relevant experience or 15+ years of relevant experience if no bachelor s degree

 

Licensing according to company policy or applicable law

 

 

Functional Responsibilities:

                   Maintains a senior leadership role in Risk Consulting. Ensures effective delivery or proposal of valued service for clients and prospects. Responsible for managing more complex client engagements.

                   Directs and/or reviews analysis of client needs, develops project outlines and recommends suitable approaches or options to consider

                   Uses advanced facilitative and diagnostic skills to assist clients in the articulation of complex problems.

                   Review, approve and monitor the project requirements and appropriate work plans.

                   Arrange for and lead client implementation teams, suggest key performance indicators, and reviews results.

                   Performs peer and senior reviews, confirms client expectations, and monitors client satisfaction of deliverables and services.

 

Minimum Education:

Bachelor s degree or 5 years of relevant experience

 


 

 

Senior Consultant

Minimum/General Experience:

8+ years of relevant experience or 13+ years of relevant experience if no bachelor s degree

 

Licensing according to company policy or applicable law

 

 

Functional Responsibilities:

                   Provides and/or coordinates client service independently or in combination with others in support of client projects. Frequently involved in more complex client engagements.

                   Helps clients and other team members by serving as a resource on products and services in own specialty area

                   Directs analysis of client needs, develops project outlines and recommends suitable approaches or options to consider

                   Develops the project requirements and work plans within a practice or technical area.

                   Lead client implementation teams , suggest key performance indicators, and directs measurement of results.

 

Minimum Education:

Bachelor s degree or 5 years of relevant experience

 

 

 

Consultant

Minimum/General Experience:

6+ years of relevant experience or 11+ years of relevant experience if no bachelor s degree

Licensing according to company policy or applicable law

 

 

Functional Responsibilities:

                   Provides client service independently or in combination with others in support of client projects.

                   Helps clients by serving as a resource on products and services in own specialty area.

                   Analyzes client needs or project outline and recommends suitable approaches or options to consider.

                   Converts or translates project requirements into a work plan within a practice or technical area.

                  Performs tasks on client implementation and measure results.

Minimum Education:

Bachelor s degree or 5 years of relevant experience

 


 

 

Associate Consultant

Minimum/General Experience:

2+ years of relevant experience or 7+ years of relevant experience if no bachelor s degree.

Licensing according to company policy or applicable law

 

Functional Responsibilities:

                   Provides client service in combination with others in support of client projects.

                   Helps clients by serving as a resource on products and services in own specialty area.

                   Contributes to analysis of client needs or project outline and suggests suitable approaches or options to consider.

                   Produces effective materials that reflect an understanding of client, project and technical issues.

                  Supports implementation team and measurement of results.

Minimum Education:

Bachelor s degree or 5 years of relevant experience

 

 

 

Consulting Assistant

Minimum/General Experience:

1+ years of relevant experience.

Licensing according to company policy or applicable law

 

Functional Responsibilities:

                   Provides analytical, technical and administrative support to the consulting practice.

                   Performs various analytical tasks in support of consulting professionals.

                   Assists with analysis, tabulates results and performs research on consulting projects.

                   Develops spreadsheets and assists with the preparation of proposals, reports and presentation.

                   Utilizes various computer applications to support clients and/or administrative requirements with respect to record-keeping, report formatting, forms, cost tracking etc.

                   Coordinate team logistics.

                   Gather and organize research material.

                  Manage project documents

Minimum Education:

High School graduate minimum


 

 

 

 

Marsh USA, Inc. Rates for Services

 

Special Item No. 874-1 Consulting Services

Special Item No. 874-2 Facilitation Services

Special Item No. 874-7 Program Integration and Project Management Services

Labor Category

Date of Award - 12/31/2003 (1% IFF)

1/1/04 - end of year one (3/4% IFF)

FY2

(3/4% IFF)

FY3

(3/4% IFF)

FY4

(3/4% IFF)

FY5

(3/4% IFF)

Senior Managing Consultant

$445.50

$444.39

$459.94

$476.04

$492.70

$509.95

Managing Consultant

$371.25

$370.32

$383.29

$396.70

$410.59

$424.96

Senior Consultant

$321.75

$320.95

$332.18

$343.81

$355.84

$368.29

Consultant

$272.25

$271.57

$281.08

$290.91

$301.10

$311.63

Associate Consultant

$247.50

$246.88

$255.52

$264.47

$273.72

$283.30

Consultant Assistant

$198.00

$197.51

$204.42

$211.57

$218.98

$226.64

Technical Assistant/Support Staff

$113.85

$113.57

$117.54

$121.65

$125.91

$130.32


 

 

 

 

Marsh Crisis Academy

Course Descriptions

 

 

Foundations of Crisis Management (SIN 874-5)

 

Description and Business Benefit

Foundations of Crisis Management introduces students to the crisis management discipline, its philosophy, terminology, methodology and relationship to the emergency management, business continuity and humanitarian assistance disciplines. Successful completion of this course provides the following tangible business benefits:

                     Justifies the need for crisis management.

                     Provides guidelines to prepare a crisis management program.

                     Improves managers' understanding of crisis management terms.

                     Enables leaders to integrate crisis management into other programs designed to preserve and protect a company in the face of a crisis or disaster.

                     Provides guidance on how to review a crisis management plan.

                     Identifies enablers that can be used to produce a crisis management program.

 

Who should enroll?

Foundations of Crisis Management is designed as an introduction to crisis management for the individual new to the theory and practice of it. This course is particularly useful for corporate executives tasked with the generic planning and preparation for unexpected events, the nature of which is unknown. It is also recommended for those looking for ways to coordinate the efforts of existing emergency management, business continuity, crisis communications and other corporate programs designed to preserve and protect a company in the face of a crisis or disaster.

 

 

Learning Objectives

Foundations of Crisis Management should take about three hours to complete.  At the conclusion of the course, a student will be able to:

                     Explain the purpose/benefits of crisis management and the justification for investing in it.

                     Define common terms used by crisis managers.

                     Explain how crisis management relates to other corporate programs designed to preserve and protect a company in the face of a crisis or disaster.

                     Identify examples that illustrate the effective use of crisis management.

                     Describe a generic crisis management methodology.

                     List common reasons why crisis management plans fail.

                     Identify the issues for effective decision making.

                     Identify the essential elements of a crisis management plan.

                     Identify the roles and functions of a crisis management team.


 

 

 

Foundations of Emergency Planning (SIN 874-5)

 

Description and Business Benefit
Foundations of Emergency Planning introduces methods for identifying and assessing hazards and vulnerabilities that require an emergency response plan. The course outlines a standard methodology for organizing, drafting and implementing emergency plans and related procedures. Successful completion of this course provides the following tangible business benefits:

                     A simple yet comprehensive methodology for identifying hazards and vulnerabilities that require advance planning.

                     A planning approach that ensures facility emergency plans are compatible and fully integrated with business continuity plans and corporate crisis management plans.

                     A standardized emergency plan model that ensures all relevant planning factors are systematically considered and included.

                     A format that is practical, useable, and easily maintained.

                     A basis for establishing an enduring and effective emergency response organization that considers both on-scene response actions and necessary management oversight.

                     Recommended response actions tailored to specific types of incidents and consistent with applicable regulatory requirements, recognized national standards, and management best practices.

 

Who should enroll?

Foundations of emergency planning is intended for managers and supervisors in corporate, government, and non-profit organizations who are responsible for development, testing, and implementation of emergency plans.

 

Learning Objectives

Foundations of Emergency Planning should take about five hours to complete. At the conclusion of the course, a student will be able to:

                     Identify the differences between a crisis and an emergency.

                     Explain the emergency planning cycle.

                     Identify hazards and vulnerabilities.

                     Describe how to develop and construct local emergency plans.

                     Explain emergency management organizational principles.

                     Write a facility-level emergency plan that includes a basic plan and all necessary incident-specific contingency plans.

                     Create plans that can be effectively implemented.


 

 

 

Foundations of Crisis Communications (SIN 874-5)

 

Description and Business Benefit
Recent events in both the corporate world and around the globe underscore the need for effective communications in times of crisis.  Whether you are a spokesperson for a corporation or a governmental first responder, your ability to effectively operate in such situations will hinge, in large part, on your ability to communicate your message quickly and effectively. This course is designed to lay a baseline for effective communication during crisis, and it will answer the following questions:

                     What makes crisis communications effective?

                     What separates crisis communication from the communication a company engages in every day?

In answering these questions, the course delivers the following business benefits:

                     Enables the protection of corporate reputation and shareholder value that results from an understanding of the vital importance of crisis communications.

                     Promotes the publication of a prompt and focused message to portray the organization as taking positive action in a crisis.

                     Supports the authorship and maintenance of effective crisis and risk communications plans.

                     Promotes effective teamwork in advance of a crisis.

 

Who should enroll?

Managers and supervisors within corporate, non profit and government organizations who may or may not have formal media communications training. Particularly well suited for those at the corporate, business unit and facility levels of an organization tasked with communicating with the media, employees, shareholders and the public.

 

Learning Objectives

Foundations of Crisis Communications Should take about three hours to complete. At the conclusion of the course, a student will be able to:

                     Explain the benefits of crisis communication and be able to cite examples.

                     Identify elements of both effective and ineffective crisis communication and be able to cite examples.

                     List the essential elements of a crisis communications plan.

                     List the roles and functions of a crisis communications team.

                     Identify methods to communicate effectively with the media.

                     Identify means to coordinate communications with and through the public sector.

                     Identify methods to communicate effectively through the Internet.

                     Describe basic legal issues involved with communicating during a crisis.

                     Describe the basic tenants of risk communications.


 

 

 

Foundations of Humanitarian Assistance (SIN 874-5)

 

Description and Business Benefit

Foundations of Humanitarian Assistance provides an introduction to humanitarian assistance processes following a crisis, and introduces the basic tools needed to plan and execute a comprehensive plan for dealing with the physical, financial, and social-emotional impact of a corporate crisis on employees. As such, it is particularly suitable for human resource professionals, as well as those who might be tasked with the benefits and compensation of employees.  Successful completion of this course provides the following tangible business benefits:

                     Enables the protection of corporate reputation and shareholder value by introducing the vital importance of humanitarian assistance following a crisis.

                     Conveys a strong dedication to employee value in both the public and stakeholder forums.

                     Supports the development and implementation of effective measures of humanitarian assistance.

                     Fosters company loyalty & higher morale in employees

 

Who should enroll?

Foundations of Humanitarian Assistance is particularly suitable for human resource professionals, as well as those who might be tasked with the benefits and compensation of employees.  The ability of these and other groups to effectively establish programs and procedures that will meet employees basic humanitarian needs during a crisis will hinge, in large part, on their understanding of the human dimension of a crisis and their ability to effectively manage it.

 

Learning Objectives

Foundations of Humanitarian Assistance should take about three hours to complete. At the conclusion of the course a student will be able to:

                     Describe humanitarian assistance.

                     Explain how humanitarian assistance fits into the corporate crisis management structure.

                     Describe humanitarian assistance services in relation to a corporate Human Impact plan

                     Describe the core services of a sound humanitarian assistance program.

                     Identify who should receive humanitarian assistance services.

                     Organize a humanitarian assistance program for the company.


 

 

 

Foundations of Exercising (SIN 874-5)

 

Description and Business Benefit

This course is designed as an introduction to the philosophy, benefits, principles, design and management of corporate exercises. The student is introduced to three types of exercises, their design and execution, and the value each offers in validating crisis management, emergency response, and business continuity plans. Successful completion of this course provides the following tangible business benefits:

                     Knowledge of the value of exercising as it relates to crisis and emergency management.

                     Understanding of the philosophy of exercising.

                     Knowledge of various types of exercises and the characteristics of each.

                     Understanding exercise phases and the key steps needed to complete each phase.

                     Understanding how to implement the tracking process to ensure that action items are addressed.

                     Ability to implement a multi-year exercise program.

 

Who should attend?

Managers and supervisors in corporate, non-profit, and government organizations who are responsible for design, development, conduct, and evaluation of exercises, or those responsible for maintaining and implementing preparedness and recovery programs. The course is also suitable for entry- and intermediate-level crisis management, emergency response, and business continuity professionals, as well as those who might participate in exercises.

 

Learning Objectives

Foundations of Exercising should take about three hours to complete. At the conclusion of the course, a student will be able to:

                     Identify the benefits and value of exercising as it relates to crisis and emergency management, and business continuity planning.

                     Recognize the key principles that form a sound philosophy of exercising.

                     Identify the four exercise types and the characteristics of each.

                     Describe the four phases of exercise planning and the components of each phase.

                     State the importance of maintaining a feedback loop between exercising and evaluation.

                     List the roles and functions of an exercise team.

                     Describe the tracking process to ensure that action items are addressed.

                     Develop a multi-year exercise program.


 

 

 

Foundations of Personal Security (SIN 874-5)

 

Description and Business Benefit

Foundations of Personal Security provides the knowledge needed to develop an effective personal security program. The course promotes an overall awareness of a student s own personal security, possible vulnerabilities and an understanding of how a student s actions and the actions of others around him or her can impact security. The course also reviews the benefits of effective personal security habits and the consequences of poor ones. Successful completion of this course equips the learner with:

                     The basic information needed to successfully develop a personal security program

                     An understanding of how individual actions can affect personal safety and the safety of others

                     An understanding of the consequences of both good and poor personal security habits

                     An understanding of best practice methods to safely respond to situations endangering personal safety and security at home, at work, on the street, and while traveling.

 

Who should enroll?

Anyone interested in improving their personal security.

 

Learning Objectives

Foundations of Personal Security should take about three hours to complete after which there is a non graded street-wise quiz . At the conclusion of the course, a student will be able to identify:

 

                     Elements of personal security planning

                     Protective Actions for Life Safety related to violence, threats, and fire safety in the workplace

                     Personal security measures while traveling

                     Basics of vehicle security

                     Risks of air travel, including transport, planning, and security concerns

                     Hotel safety, including check-in, room security, and fire safety

                     Residential security, including basic and special measures, identity theft, scams, and fraud


 

 

 

Workplace Emergencies - Protective Actions for Life Safety (PALS) (SIN 874-5)

 

Description and Business Benefit

Workplace Emergencies - Protective Actions for Life Safety (PALS) promotes learning in the correct use of Evacuation, Shelter in Place and Safe Haven in response to an incident. The course covers the correct use of each of the three possible actions that can be taken to protect employee safety within buildings before, during and following unforeseen emergencies. Successful completion of this course promotes the following tangible business benefits that can be applied in both the public and private sectors:

                     Effective protection of building occupants and others before, during, and following unforeseen emergencies.

                     Improved training of those responsible for carrying out emergency response functions.

                     The inclusion oft appropriate protective actions in facility-level emergency response plans.

                     Helps achieve compliance with U.S. regulatory requirements governing workplace safety and employee emergency plans, and national equivalents.

 

Who should enroll?

Managers and supervisors responsible for safety, security, and emergency response functions. Also of benefit to anyone whose responsibilities include providing for the safety and security of employees, customers, clients, visitors, and others located in or near workplaces and other public facilities.

 

Learning Objectives

Workplace Emergencies - Protective Actions for Life Safety (PALS) should take about three hours to complete. At the conclusion of the course, a student will be able to:

                     Explain the PALS concept.

                     Identify the three basic protective actions and related variations.

                     Identify what protective actions apply to different types of emergencies.

                     Conduct a PALS hazards and vulnerabilities analysis.

                     Relate identified vulnerabilities to planning requirements.

                     Integrate PALS procedures into new and existing emergency response plans.


 

 

 

Bomb Threat the Initial Search (SIN 874-5)

 

Description and Business Benefit

Bomb Threat the Initial Search teaches the initial search procedures following a bomb threat. Course material covers Visual Search techniques and Physical Search techniques, including False Ceiling Search techniques. It also provides guidance on assessment and reporting actions if a suspicious item is discovered. Successful completion of this course provides the following tangible business benefits:

        Enables an organization to conduct a safe, prompt and methodical search of its premises following a credible threat

        Helps a company maintain a safe and secure working environment

        Demonstrates an organization s commitment to achieving crisis readiness through attention to planning and training for potential threats.

 

Who should attend?

This course is designed to meet the training needs of facility employees who have assigned duties as members of initial bomb threat search teams. It is not designed to make an employee a professional bomb technician or to provide the comprehensive training given to public safety personnel conducting more comprehensive bomb searches.

 

Learning Objectives

Bomb Threat the Initial Search should take about 3 hours to complete. At the conclusion of the course, a student will be able to

        Identify the components of a Bomb Search Team

        Identify approved communications methods

        Identify types of searches and search equipment

        Identify basic search guidelines

        Identify the information you need before beginning your search

        Identify the steps to take during evacuation and no-evacuation conditions

        Identify the protocols of Visual, Physical, and False Ceiling searches

        Identify what to do if a threat is found

        Identify protocols for searching special areas


 

 

 

Workplace Emergencies Floor Warden Duties and Procedures (SIN 874-5)

 

Description and Business Benefit

Workplace Emergencies Floor Warden Duties and Procedures explains basic principles, team-building considerations, and implementing procedures that enable volunteer floor wardens to effectively carry out emergency protective actions in assigned workplaces. Successful completion of this course provides the following tangible business benefits:

        Enables businesses and organizations of all sizes to minimize the risk of harm and injury to employees, contractors, and visitors during and following any emergency, regardless of nature or cause.

        Provides for emergency response capabilities throughout the workplace.

        Explains basic employee protective actions that can be quickly implemented by workplace floor wardens.

        Helps a business or organization maintain a safe and secure working environment.

        Demonstrates a commitment to workplace safety and the well-being of employees and visitors.

        Helps employers achieve compliance with U.S. Federal regulations requiring workplace emergency plans.

 

Who should attend?

Designated floor wardens, alternates, and members of floor warden response teams in business, non-profit, and government organizations. Also managers who have emergency planning responsibilities or who are designated to coordinate or supervise the activities of local floor wardens.

 

 

Learning Objectives

Workplace Emergencies Floor Warden Duties and Procedures should take about 3 hours to complete. At the conclusion of the course, a student will be able to:

        Identify the floor warden duties and responsibilities.

        Organize floor warden response teams.

        Identify necessary supplies and equipment.

        Identify and know when to implement the three basic protective actions.

        Be able to implement each protective action.

        Identify special considerations that apply to different types of emergencies.

        Be able to account for employees, visitors, and contractors in the aftermath of any emergency.

        Be able to provide for the safety of handicapped persons and those with special needs who cannot carry out individual protective actions on their own.

 


 

 

 

Press Release Author (SIN 874-5)

 

Description and Business Benefit

Press Release Author introduces how to draft and issue an incident press release to the media and the public in a timely manner. A press release provides several benefits to the issuing company, not the least of which is an inexpensive, effective means of getting the company's side of the story out. Finally, the incident press release provides the critical first step in addressing an event that may have far-reaching consequences, both for the company and the local community. Students critique example press releases and prepare their own press releases for review and comment by the course tutor. Successful completion of this course provides the following tangible business benefits:

        Improve managers' understanding of terms used in crisis communication.

        Enables leaders to organize a press release strategy designed to preserve and protect a company in the face of a crisis or disaster.

        Provides guidance on how to write an incident press release.

        Provides guidance on how to review a press release.

 

Who should attend?

Leaders, managers and supervisors within corporate, non-profit and government organizations with public relations/affairs, customer relations and administrative support responsibilities.

 

Learning Objectives

Press Release Author should take about three hours to complete. At the conclusion of the course, a student will be able to:

        Explain the role of the press release, and how to write one.

        Describe the basic content of an incident press release and the key elements to include.

        Provide examples of good content.

        Identify the timing for an initial press release and the timing for those that follow.

        Identify audiences to reach with the issuance of a press release.

        Identify the mechanics of internal review, and the difference in tone and content between corporate and field level incident press releases.

        Identify how press releases fit into an overall crisis communication strategy.


 

 

 

 

Marsh USA, Inc. Rates for Courses

 

 

Special Item No. 874-5 Support Products

 

Course Title

Length of

Course

Minimum

Participants

Maximum

Participants

Length of

Subscription

Price

Foundations of Crisis Management

3 Hours

1

1

1 Year

$490.00

Foundations of Crisis Management

3 Hours

1

1

3 Years

$686.00

Foundations of Emergency Planning

3 Hours

1

1

1 Year

$490.00

Foundations of Emergency Planning

3 Hours

1

1

3 Years

$686.00

Foundations of Crisis Communications

3 Hours

1

1

1 Year

$490.00

Foundations of Crisis Communications

3 Hours

1

1

3 Years

$686.00

Foundations of Humanitarian Assistance

3 Hours

1

1

1 Year

$490.00

Foundations of Humanitarian Assistance

3 Hours

1

1

3 Years

$686.00

Foundations of Exercising

3 Hours

1

1

1 Year

$490.00

Foundations of Exercising

3 Hours

1

1

3 Years

$686.00

Foundations of Personal Security

3 Hours

1

1

1 Year

$151.90

Foundations of Personal Security

3 Hours

1

1

3 Years

$220.50

Workplace Emergencies Evacuation

Shelter in Place, Safe Haven (PALS)

4 Hours

1

1

1 Year

$382.20

Workplace Emergencies Evacuation

Shelter in Place, Safe Haven (PALS)

4 Hours

1

1

3 Years

$539.00

Bomb Threat: The Initial Search

4 Hours

1

1

1 Year

$294.00

Bomb Threat: The Initial Search

4 Hours

1

1

3 Years

$421.40

Workplace Emergencies Floor

Warden Duties and Procedures

2 Hours

1

1

1 Year

$196.00

Workplace Emergencies Floor

Warden Duties and Procedures

2 Hours

1

1

3 Years

$284.20

Press Release Author

3 Hours

1

1

1 Year

$176.40

Press Release Author

3 Hours

1

1

3 Years

$254.80

The Crisis Management Foundations

Suite*

21 Hours

2

2

1 Year

$4,949.00

The Crisis Management Foundations

Suite*

21 Hours

2

2

3 Years

$6,860.00

The Security Curriculum Suite**

13 Hours

2

2

1 Year

$1,641.50

The Security Curriculum Suite**

13 Hours

2

2

3 Years

$2,352.00

 

* The following courses are offered in the Crisis Management Foundations Suite: (1) Foundations of Crisis management, (2) Foundations of Emergency Planning, (3) Foundations of Crisis Communications (4) Foundations of Humanitarian Assistance, (5) Foundations of Exercising and (6) Foundations of Personal Security.

 

** The following courses are offered in the Security Curriculum Suite: (1) Foundations of Personal Security, (2) Workplace Emergencies - Evacuation, Shelter in Place, Safe Haven (PALS), (3) Bomb Threat: The Initial Search, and (4) Workplace Emergencies Floor Warden Duties and Procedures.

 

The following terms apply to the courses listed above:

 

        Volume Discount: 5% on 10 students enrolled; 10% on 20 students enrolled; 15% on 50+ students enrolled.

 

        Course Bundle Incentives: The Foundations of Personal Security Course will be provided to all students without charge for organizations enrolling in 4 or more courses.