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STRATEGYGEN CO. - Florida Company Profile

Company Details

Entity Name: STRATEGYGEN CO.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

STRATEGYGEN CO. is structured as a Domestic Profit Corporation, which, in Florida signifies a Profit Corporation (also known as a C-Corporation). This business structure is recognized as a separate legal entity from its owners. This offers shareholders the benefit of limited liability protection, safeguarding their personal assets from the corporation's debts and obligations, and facilitates raising capital through the issuance of stock. In Florida, Domestic Profit Corporations are governed by Title XXXVI, Chapter 607, Florida Statutes – Florida Business Corporation Act.

Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 05 Oct 2009 (16 years ago)
Document Number: P09000082314
FEI/EIN Number 271101858

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 50 N. Laura Street, Jacksonville, FL, 32202, US
Mail Address: 50 N. Laura Street, Jacksonville, FL, 32202, US
ZIP code: 32202
County: Duval
Place of Formation: FLORIDA

Commercial and government entity program

CAGE number Status Type Established CAGE Update Date CAGE Expiration SAM Expiration
65HM0 Active Non-Manufacturer 2010-10-04 2024-10-02 2029-10-02 2025-09-30

Contact Information

POC SOULIS LINDSAY-PANGALOS
Phone +1 419-930-7736
Fax +1 904-245-1826
Address 50 N LAURA ST, JACKSONVILLE, FL, 32202 3646, UNITED STATES

Ownership of Offeror Information

Highest Level Owner Information not Available
Immediate Level Owner Information not Available
List of Offerors (0) Information not Available

Key Officers & Management

Name Role Address
HALEY D. ROB Phd President 50 N. Laura Street, Jacksonville, FL, 32202
Haley D. Rob Phd Agent 50 N. Laura Street, Jacksonville, FL, 32202

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2021-01-29 50 N. Laura Street, Ste. 2500, Jacksonville, FL 32202 -
CHANGE OF MAILING ADDRESS 2021-01-29 50 N. Laura Street, Ste. 2500, Jacksonville, FL 32202 -
REGISTERED AGENT NAME CHANGED 2021-01-29 Haley, D. Rob, Phd -
REGISTERED AGENT ADDRESS CHANGED 2021-01-29 50 N. Laura Street, Ste. 2500, Jacksonville, FL 32202 -

Documents

Name Date
ANNUAL REPORT 2024-03-01
ANNUAL REPORT 2023-03-01
ANNUAL REPORT 2022-03-23
ANNUAL REPORT 2021-01-29
ANNUAL REPORT 2020-03-12
ANNUAL REPORT 2019-03-13
ANNUAL REPORT 2018-01-11
ANNUAL REPORT 2017-01-27
ANNUAL REPORT 2016-01-19
ANNUAL REPORT 2015-01-13

USAspending Awards. Contracts

Contract Type Award or IDV Flag PIID Start Date Current End Date Potential End Date
DELIVERY ORDER AWARD 75P00124F80180 2024-09-30 2025-09-29 2027-09-29
Unique Award Key CONT_AWD_75P00124F80180_7570_47QRAA19D006P_4732
Awarding Agency Department of Health and Human Services
Link View Page

Award Amounts

Obligated Amount 410008.40
Current Award Amount 410008.40
Potential Award Amount 1254789.71

Description

Title TECHNICAL SUPPORT FOR DISPARITY IMPACT STRATEGY IMPLEMENTATION
NAICS Code 541611: ADMINISTRATIVE MANAGEMENT AND GENERAL MANAGEMENT CONSULTING SERVICES
Product and Service Codes R408: SUPPORT- PROFESSIONAL: PROGRAM MANAGEMENT/SUPPORT

Recipient Details

Recipient STRATEGYGEN CO
UEI EKSBFFNJ5739
Recipient Address UNITED STATES, 50 N LAURA ST, STE 2500, JACKSONVILLE, DUVAL, FLORIDA, 322023646
- IDV 47QRCA24DH101 2024-09-30 - -
Unique Award Key CONT_IDV_47QRCA24DH101_4732
Awarding Agency General Services Administration
Link View Page

Award Amounts

Obligated Amount 0.00
Potential Award Amount 999999999999.00

Description

Title ONE ACQUISITION SOLUTION FOR INTEGRATED SERVICES PLUS (OASIS+) HUBZONE SMALL BUSINESS MULTIPLE AGENCY CONTRACT (MAC)
NAICS Code 541612: HUMAN RESOURCES CONSULTING SERVICES (2007), HUMAN RESOURCES AND EXECUTIVE SEARCH CONSULTING SERVICES (2002)
Product and Service Codes R499: SUPPORT- PROFESSIONAL: OTHER

Recipient Details

Recipient STRATEGYGEN CO
UEI EKSBFFNJ5739
Recipient Address UNITED STATES, 50 N LAURA ST, STE 2500, JACKSONVILLE, DUVAL, FLORIDA, 322023646
DELIVERY ORDER AWARD 75FCMC24F0031 2024-02-28 2025-02-27 2029-02-27
Unique Award Key CONT_AWD_75FCMC24F0031_7530_47QRAA19D006P_4732
Awarding Agency Department of Health and Human Services
Link View Page

Award Amounts

Obligated Amount 7031316.00
Current Award Amount 7031316.00
Potential Award Amount 49331467.00

Description

Title INSURANCE MARKET REFORM ENFORCEMENT
NAICS Code 541611: ADMINISTRATIVE MANAGEMENT AND GENERAL MANAGEMENT CONSULTING SERVICES
Product and Service Codes R499: SUPPORT- PROFESSIONAL: OTHER

Recipient Details

Recipient STRATEGYGEN CO
UEI EKSBFFNJ5739
Recipient Address UNITED STATES, 50 N LAURA ST, STE 2500, JACKSONVILLE, DUVAL, FLORIDA, 322023646
DELIVERY ORDER AWARD 75FCMC22F0059 2022-08-01 2025-07-31 2027-07-31
Unique Award Key CONT_AWD_75FCMC22F0059_7530_47QRAA19D006P_4732
Awarding Agency Department of Health and Human Services
Link View Page

Award Amounts

Obligated Amount 12715655.00
Current Award Amount 12715655.00
Potential Award Amount 20199428.00

Description

Title MARKETPLACE PLAN MANAGEMENT COMPLIANCE REVIEWS
NAICS Code 541611: ADMINISTRATIVE MANAGEMENT AND GENERAL MANAGEMENT CONSULTING SERVICES
Product and Service Codes R499: SUPPORT- PROFESSIONAL: OTHER

Recipient Details

Recipient STRATEGYGEN CO
UEI EKSBFFNJ5739
Recipient Address UNITED STATES, 50 N LAURA ST, STE 2500, JACKSONVILLE, DUVAL, FLORIDA, 322023646
DEFINITIVE CONTRACT AWARD FA481421C0007 2021-07-13 2025-07-17 2026-07-17
Unique Award Key CONT_AWD_FA481421C0007_9700_-NONE-_-NONE-
Awarding Agency Department of Defense
Link View Page

Award Amounts

Obligated Amount 349600.32
Current Award Amount 349600.32
Potential Award Amount 437000.40

Description

Title PKA - HEALTHCARE INTEGRATOR - OY3 - 6 MDG
NAICS Code 541611: ADMINISTRATIVE MANAGEMENT AND GENERAL MANAGEMENT CONSULTING SERVICES
Product and Service Codes R699: SUPPORT- ADMINISTRATIVE: OTHER

Recipient Details

Recipient STRATEGYGEN CO
UEI EKSBFFNJ5739
Recipient Address UNITED STATES, 50 N LAURA ST STE 2500, JACKSONVILLE, DUVAL, FLORIDA, 322023646
- IDV 47QRAA19D006P 2019-04-04 - -
Unique Award Key CONT_IDV_47QRAA19D006P_4732
Awarding Agency General Services Administration
Link View Page

Award Amounts

Obligated Amount 0.00
Potential Award Amount 100000.00

Description

Title FEDERAL SUPPLY SCHEDULE CONTRACT
NAICS Code 541611: ADMINISTRATIVE MANAGEMENT AND GENERAL MANAGEMENT CONSULTING SERVICES
Product and Service Codes U006: EDUCATION/TRAINING- VOCATIONAL/TECHNICAL

Recipient Details

Recipient STRATEGYGEN CO
UEI EKSBFFNJ5739
Recipient Address UNITED STATES, 50 N LAURA ST, STE 2500, JACKSONVILLE, DUVAL, FLORIDA, 322023646

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6139587104 2020-04-14 0491 PPP 1168 EAGLE POINT DR, SAINT AUGUSTINE, FL, 32092-5013
Loan Status Date 2021-03-20
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 192880
Loan Approval Amount (current) 192880
Undisbursed Amount 0
Franchise Name -
Lender Location ID 225134
Servicing Lender Name Truist Bank
Servicing Lender Address 214 N Tryon St, CHARLOTTE, NC, 28202-1078
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address SAINT AUGUSTINE, SAINT JOHNS, FL, 32092-5013
Project Congressional District FL-05
Number of Employees 12
NAICS code 541611
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 225134
Originating Lender Name Truist Bank
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 194530.2
Forgiveness Paid Date 2021-02-23
2628408509 2021-02-20 0491 PPS 10752 Deerwood Park Blvd Ste 100, Jacksonville, FL, 32256-4846
Loan Status Date 2021-10-20
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 107245
Loan Approval Amount (current) 107245
Undisbursed Amount 0
Franchise Name -
Lender Location ID 225134
Servicing Lender Name Truist Bank
Servicing Lender Address 214 N Tryon St, CHARLOTTE, NC, 28202-1078
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Jacksonville, DUVAL, FL, 32256-4846
Project Congressional District FL-05
Number of Employees 4
NAICS code 541611
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 225134
Originating Lender Name Truist Bank
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 107846.76
Forgiveness Paid Date 2021-09-15

U.S. Small Business Administration Profile

Status User ID Name of Firm Trade Name UEI Address
Active P1341826 STRATEGYGEN CO - EKSBFFNJ5739 50 N LAURA ST, STE 2500, JACKSONVILLE, FL, 32202-3646
Capabilities Statement Link https://certify.sba.gov/capabilities/EKSBFFNJ5739
Phone Number 419-930-7736
Fax Number 904-245-1826
E-mail Address spangalos@strategygen.com
WWW Page https://strategygen.com/
E-Commerce Website https://strategygen.com/
Contact Person SOULIS LINDSAY-PANGALOS
County Code (3 digit) 031
Congressional District 04
Metropolitan Statistical Area 3600
CAGE Code 65HM0
Year Established 2009
Accepts Government Credit Card Yes
Legal Structure Subchapter S Corporation
Ownership and Self-Certifications Self-Certified Small Disadvantaged Business
Business Development Servicing Office NORTH FLORIDA DISTRICT OFFICE (SBA office code 0491)
Capabilities Narrative StrategyGen is a mission-driven strategy and professional services firm that provides government agencies and commercial organizations with innovative solutions for complex problems to measurably improve the health of healthcare. We leverage our diverse subject matter expertise to provide Federal and State Regulatory Assistance, Policy Analysis, Quality and Cost Improvement, Advanced Data Analytics, Market Research, Education and Technical Assistance. StrategyGen is a trusted partner of choice for federal agencies, state governments and commercial organizations. StrategyGen's expert consultants are skilled in project management, data analytics, health administration, clinical health, higher education, research and communication.
Special Equipment/Materials (none given)
Business Type Percentages Service (100 %)
Keywords MACRA, PTAC, Program Integrity, Technical Assistance, Behavioral Health, help desk, management consulting, total quality improvement, six-sigma, meeting logistics, insurance, health plans, value-based purchasing, efficiency, gap analysis, financial models, cost reduction, Medicare, Medicaid, Hospital Engagement Network, QIO/QIN, savings, Hospital Improvement Innovation Network, CMS, CMMI
Quality Assurance Standards (none given)
Electronic Data Interchange capable -

Current Principals

Name Dr. Donald Robert Haley
Role PhD, MBA, MHS, President, CEO

SBA Federal Certifications

HUBZone Certified Yes
HUBZone Certification Date 2021-08-10
Women Owned Certified No
Women Owned Pending No
Economically Disadvantaged Women Owned Certified No
Economically Disadvantaged Women Owned Pending No
Veteran-Owned Small Business Certified No
Veteran-Owned Small Business Joint Venture No
Service-Disabled Veteran-Owned Small Business Certified No
Service-Disabled Veteran-Owned Small Business Joint Venture No

Bonding Levels

Description Construction Bonding Level (per contract)
Level $0
Description Construction Bonding Level (aggregate)
Level $0
Description Service Bonding Level (per contract)
Level $0
Description Service Bonding Level (aggregate)
Level $0

NAICS Codes with Size Determinations by NAICS

Primary Yes
Code 541611
NAICS Code's Description Administrative Management and General Management Consulting Services
Buy Green Yes
Code 524298
NAICS Code's Description All Other Insurance Related Activities
Buy Green Yes
Code 541219
NAICS Code's Description Other Accounting Services
Buy Green Yes
Code 541511
NAICS Code's Description Custom Computer Programming Services
Buy Green Yes
Code 541512
NAICS Code's Description Computer Systems Design Services
Buy Green Yes
Code 541519
NAICS Code's Description Other Computer Related ServicesGeneral $30.00m Small Business Size Standard: [Yes]Special 150 Employees Information Technology Value Added Resellers: [Yes] (4)
Buy Green Yes
Code 541612
NAICS Code's Description Human Resources Consulting Services
Buy Green Yes
Code 541613
NAICS Code's Description Marketing Consulting Services
Buy Green Yes
Code 541614
NAICS Code's Description Process, Physical Distribution and Logistics Consulting Services
Buy Green Yes
Code 541618
NAICS Code's Description Other Management Consulting Services
Buy Green Yes
Code 541690
NAICS Code's Description Other Scientific and Technical Consulting Services
Buy Green Yes
Code 541720
NAICS Code's Description Research and Development in the Social Sciences and Humanities
Buy Green Yes
Code 541910
NAICS Code's Description Marketing Research and Public Opinion Polling
Buy Green Yes
Code 541990
NAICS Code's Description All Other Professional, Scientific and Technical Services
Buy Green Yes
Code 561110
NAICS Code's Description Office Administrative Services
Buy Green Yes
Code 611430
NAICS Code's Description Professional and Management Development Training
Buy Green Yes
Code 611710
NAICS Code's Description Educational Support Services
Buy Green Yes

Export Profile (Trade Mission Online)

Exporter No
Export Business Activities (none given)
Exporting to (none given)
Desired Export Business Relationships (none given)
Description of Export Objective(s) (none given)

Performance History (References)

Name GSA CONSOLIDATED MULTIPLE AWARD SCHEDULE
Contract 47QRAA19D006P
Start 2019-04-04
End 2024-04-03
Value 977,000
Contact Maria Porrazzo
Name Department of Education Regulatory Impact Analysis And Public Comment Review
Contract 47QRAA19D006P
Start 2021-09-24
End 2024-09-23
Value 3,344,000
Contact Pamela Bone
Phone 202-401-2000
Name ICD10 Coding Support Services
Contract CM-393-2017-0596
Start 2017-09-17
End 2022-09-17
Value 1356875.03
Contact Candace Straker
Phone 410-786-8174
Name Department Of Defense Health Care Integration
Contract FA481421C0007
Start 2021-07-18
End 2026-07-17
Value 437000.40
Contact Amanda Baca
Phone 813-827-9119
Name PKA- Healthcare Integrator
Contract FA481421C0007
Start 2021-07-13
End 2026-07-17
Value 437,000
Contact Brandon Treadway
Phone 813-828-1758
Name CMS Hospital Improvement Innovation Network (HIIN)
Contract HHSM500201600075C
Start 2009-07-01
End 2011-05-31
Value $2,600,000
Contact John Martin, Premier Inc
Phone 732-485-7867
Name HUD Grant Evaluation, Performance Monitoring and Support Services
Contract DU203NP-15-D03
Start 2015-02-15
Value $3,500,000
Contact Thaddeus Wincek
Phone 202-402-6617
Name CMS Hospital Engagement Network 2.0
Contract HHSM500201500302C
Start 2015-09-24
End 2016-09-22
Value $420,357
Contact April Carroll, Premier Inc. (Prime Contractor)
Phone 704-787-6542
Name EXPERTISE IN EXTRAPOLATING DATA, DIGITIZATION, DATABASE DEVELOPMENT
Contract GS00F275CA
Start 2020-09-30
End 2025-11-29
Value 1,092,000
Contact Kristin Simons
Phone 703-286-8687
Name CMS Partnership for Patients (PfP) Hospital Engagement Network (HEN)
Contract HHSM500201600075C
Start 2011-12-09
End 2014-12-08
Value $1.3 M
Contact John Martin, Premier Inc
Phone 732-485-7867
Name Kantar TNSGlobal Research
Contract Market Research
Start 2009-08-01
End 2016-12-31
Value $300,000
Contact William Bruno, VP
Phone 203-653-9604
Name CMS Coding and Billing
Contract HHSM500201700056C
Start 2017-09-14
End 2022-09-17
Value 3607000
Contact Gift Tee
Phone 410-786-9316
Name WellPoint Anthem Blue Cross Blue Shield
Contract Thought Leader Study
Start 2011-09-03
End 2012-03-02
Value $75,000
Contact Robyn Gilson, VP
Phone 262-957-4475
Name Direct Practice Expense Inputs
Contract CM-393-2017-0656
Start 2017-09-18
End 2019-03-17
Value 1,235,928
Contact Ryan Kelly
Phone 410-786-5166
Name Blue Cross Blue Shield of Florida (aka Florida Blue)
Contract Market Segmentation
Start 2009-08-01
End 2010-07-01
Value $60,000
Contact Patricia Roxas
Phone 904-905-2030

Date of last update: 02 Apr 2025

Sources: Florida Department of State