MAS - Forvis Mazars, LLP - 47QRAA19D009D

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Attached to: Federal Supply Schedule 47QRAA19D009D Federal contract IDV
Contract number: 47QRAA19D009D
Issued by: GSA Federal Acquisition Service

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Written by GovTribe AI · Dec 22, 2023

This price list document provides details on a multiple award schedule contract held by BKD, LLP with the General Services Administration. The contract, awarded on June 18, 2019 and set to expire on June 17, 2024, allows BKD to provide professional services under Special Item Numbers including management and financial consulting, budget and financial management, risk assessment and mitigation, and other related services. Labor categories on the contract range from partner levels with over 15 years of experience to project support with no minimum education or experience requirements. Hourly rates for the labor categories are provided and increase incrementally over the five-year contract period. The document provides relevant contact information for BKD and describes the contract's scope, terms, and procedures for agencies to follow for task order placement.

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Bkd, LLP Pricelist and/or Vendor Terms and Conditions for 47QRAA19D009D, a Federal Supply Schedule awarded to Bkd, LLP, under The Professional Services Schedule (PSS)

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General Services Administration Federal Supply Service

Authorized Federal Supply Schedule Price List 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!® a menu-driven database system. The Internet address for GSA-Advantage!® is: GSAAdvantage.gov

Multiple Award Schedule (MAS)

FSC Group: MAS

PSC Classes: R703, R704, R710

Contract Number: 47QRAA19D009D

For more information on ordering from Federal Supply Schedules click on the FSS Schedules button at fss.gsa.gov.

Contract Period: June 18, 2019 - June 17, 2024

BKD, LLP

910 E St. Louis Street

Suite 200 Springfield, MO 65806

Telephone: (417) 831-7283 Fax: (417) 865-0682 www.bkd.com

Contract Adminstration: Shauna Woody-Coussens Email: swoodycoussens@bkd.com

Business Size/Status: Large

Price list current through Modification PA-0002 effective 03/23/2020

47QRAA19D009D | Page i

TABLE OF CONTENTS

CUSTOMER INFORMATION

CONTRACT OVERVIEW

CONTACT FOR CONTRACT ADMINISTRATION

MARKETING POINT OF CONTACT

BRIEF COMPANY OVERVIEW

CONTRACT USE

CONTRACT SCOPE

SPECIAL ITEM NUMBER (SIN) DESCRIPTIONS

INSTRUCTIONS FOR PLACING ORDERS FOR SERVICES BASED ON GSA SCHEDULE HOURLY

RATES

BLANKET PURCHASE AGREEMENT

EDUCATION AND EXPERIENCE SUBSTITUTION

LABOR CATEGORY DESCRIPTIONS

HOURLY RATES FOR SERVICES

47QRAA19D009D | Page 1

CUSTOMER INFORMATION

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

Please refer to page #4 and GSA eLibrary (www.gsaelibrary.gsa.gov) for detailed SIN descriptions

SIN 541211 / 541211-RC Due Diligence & Support Services SIN 541219 / 541219-RC Budget & Financial Management Services SIN 541611 / 541611-RC Management & Financial Consulting, Acquisition & Grants

Management Support, Business Program & Project Management Services

SIN 541990RISK / 541990RISK-RC Risk Assessment & Mitigation Services SIN OLM / OLM-RC Order Level Materials

1b. Lowest Priced Model Number and Lowest Price: Please refer to our rates on page #10

1c. Labor Category Descriptions: Please refer to page #7

2. Maximum Order: $1,000,000.00

3. Minimum Order: $100.00

4. Geographic Coverage: Domestic Only – 48 contiguous states, Alaska, Hawaii, Puerto Rico, Washington, DC, and U.S.

territories.

5. Point (s) of Production: Same as Company Address

6. Discount from List Price: Government net prices (discounts already deducted

7. Quantity Discounts: None

8. Prompt Payment Terms: Net 30 days, Information for Ordering Offices:

Prompt payment terms cannot be negotiated out of the contractual agreement in exchange for other concessions.

9a. Government Purchase Card is accepted at or below the micro – purchase threshold.

9b. Government Purchase Card is not accepted above the micro – purchase threshold.

10. Foreign Items: None

11a. Time of Delivery: To Be Negotiated with Ordering Agency

11b. Expedited Delivery: To Be Negotiated with Ordering Agency

11c. Overnight and 2-Day Delivery: To Be Negotiated with Ordering Agency

11d. Urgent Requirement: To Be Negotiated with Ordering Agency

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

13a. Ordering Address: BKD, LLP

Attention: William T. Eastlake 910 E St. Louis Street Suite 200 Springfield, MO 65806 wteastlake@bkd.com

47QRAA19D009D | Page 2

13b. Ordering Procedures: For supplies and services, the ordering procedures, information on Blanket Purchase

Agreements (BPAs), are found in Federal Acquisition Regulation (FAR) 8.405-3.

14. Payment Address: BKD, LLP

Attention: William T. Eastlake 910 E St. Louis Street Suite 200 Springfield, MO 65806 wteastlake@bkd.com

15. Warranty Provision: Contractor’s standard commercial warranty

16. Export Packing Charges: Not Applicable

17. Terms & Conditions of Government Purchase

Card Acceptance (any thresholds above the micro-purchase level):

Not Applicable

18. Terms and conditions of rental, maintenance, and repair:

19. Terms and conditions of installation (if applicable):

20. Terms and conditions of repair parts indicating date of parts, price lists and any discounts from list prices:

20a. Terms and conditions for any other services

(if applicable):

21. List of service and distribution points

(if applicable):

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

23. Preventative maintenance (if applicable) Not Applicable

24a. Special attributes such as environmental attributes (e.g., recycled content, energy efficiency, and/or reduced pollutants.):

24b. Section 508 compliance information 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/ :

Contact the Contractor

25. Data Universal Number System (DUNS)

Number:

073069437

26. BKD, LLP is registered in the System for Award Management (SAM).

47QRAA19D009D | Page 3

CONTRACT OVERVIEW

GSA awarded BKD, LLP a GSA Federal Supply Schedule contract for the Multiple Award Schedule (MAS), Contract No. 47QRAA19D009D. The current contract period is June 18, 2019 – June 17, 2024. GSA may exercise a total of up to three additional 5 year option periods. The contract allows for the placement of Firm Fixed Price or Time and Materials task orders using the labor categories and ceiling rates defined in the contract.

CONTACT FOR CONTRACT ADMINISTRATION

Shauna Woody-Coussens

BKD, LLP

1201 Walnut Street, Suite 1700 Kansas City, MO 64106 Telephone: 816.221.6300 Fax Number: 816.221.6380 Email: swoodycoussens@bkd.com

MARKETING POINT OF CONTACT

Matt McClelland

BKD, LLP

910 E St. Louis Street Suite 200 Springfield, MO 65806 Telephone: (417) 865-8701 Fax Number: (417) 865-0682 Email: mmcclelland@bkd.com

BRIEF COMPANY OVERVIEW

For nearly a century, BKD CPAs & Advisors (BKD) has proudly delivered a variety of accounting, financial, operational and other consulting solutions to clients across all 50 states and internationally. As one of the largest professional services firms in the country, we have 40 offices in 18 states, with trusted advisors who serve a wide range of industries. With approximately 2,900 CPAs, advisors and dedicated staff, including approximately 300 partners and principals, BKD has the capacity and experience to execute engagements of various sizes across many geographic locations. BKD is large enough to help clients of diverse size and complexity address a variety of issues. At the same time, we pride ourselves on hard work and low overhead, which keep our fees competitive.

With our reputation, size, service and experience, you can consider us a good value.

CONTRACT USE

This contract is available for use by all Federal Government agencies, as a source for Professional Services for worldwide use. Executive agencies, other Federal agencies, mixed – ownership Government corporations, and the District of Columbia; government contractors authorized in writing by a Federal agency pursuant to 48 CFR 51.1; and other activities and organizations authorized by statute or regulation to use GSA as a source of supply may use this contract.

47QRAA19D009D | Page 4

CONTRACT SCOPE

The contractor shall provide all resources including personnel, management, supplies, services, materials, equipment, facilities and transportation necessary to provide a wide range of professional services as specified in each task order.

Services specified in a task order may be performed at the contractor’s facilities or the ordering agencies’ facilities. The government will determine the contractor’s compensation by any of several different methods (to be specified at the task order level) e.g., a firm-fixed price for services with or without incentives, labor hours or time-and-material.

SPECIAL ITEM NUMBER (SIN) DESCRIPTIONS

The Special Item Numbers (SINs) available under this contract provide services across the full life cycle of a project. When task orders are placed, they must identify the SIN or SINs under which the task is being executed.

BKD has been awarded a contract by GSA to provide services under the following SINs:

SIN 541211 / 541211-RC Due Diligence & Support Services SIN 541219 / 541219-RC Budget & Financial Management Services SIN 541611 / 541611-RC Management & Financial Consulting, Acquisition & Grants

Management Support, Business Program & Project Management Services

SIN 541990RISK / 541990RISK-RC Risk Assessment & Mitigation Services SIN OLM / OLM-RC Order Level Materials

Please refer to GSA eLibrary for complete Special Item Number (SIN) descriptions.

47QRAA19D009D | Page 5

INSTRUCTIONS FOR PLACING ORDERS FOR SERVICES BASED ON GSA SCHEDULE

HOURLY RATES

GSA provides a streamlined, efficient process for ordering the services you need. GSA has already determined that BKD meets the technical requirements and that our prices offered are fair and reasonable. Agencies may use written orders; facsimile orders, credit card orders, blanket purchase agreement orders or individual purchase orders under this contract.

If it is determined that your agency needs an outside source to provide professional services, follow these simple steps:

Orders under the Micro-Purchase Threshold

Select the contractor best suited for your needs and place the order.

Orders in-between the Micro-Purchase Threshold and the Simplified Acquisition Threshold

Prepare a SOW or Performance Work Statement (PWS) in accordance with FAR 8.405-2(b).

Prepare and send the RFQ (including SOW and evaluation criteria) to at least three GSA Schedule contractors.

Evaluate, then make a "Best Value" determination.

Note: The ordering activity should request GSA Schedule contractors submit firm-fixed prices to perform the services identified in the SOW.

Orders over the Simplified Acquisition Threshold

Prepare the RFQ (including the SOW and evaluation criteria) and post on eBuy to afford all Schedule contractors the opportunity to respond, or provide the RFQ to as many Schedule contractors as practicable, consistent with market research, to reasonably ensure that quotes are received from at least three contractors.

Seek price reductions.

Evaluate all responses and place the order, or establish the BPA with the GSA Schedule contractor that represents the best value (refer to FAR 8.405-2(d)).

Note: The ordering activity should request GSA Schedule contractors submit firm-fixed prices to perform the services identified in the SOW.

Developing a Statement of Work (SOW)

In the SOW, include the following information:

Work to be performed, Location of work, Period of performance;

Deliverable schedule, and Special standards and any special requirements, where applicable.

Preparing a Request for Quote (RFQ)

Include the SOW and evaluation criteria;

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.

May be posted on GSA’s electronic RFQ system, e-Buy

For more information related to ordering services, go to http://www.gsa.gov/schedules-ordering or see guidelines in the Multiple Award Schedule (MAS) Desk Reference Guide.

47QRAA19D009D | Page 6

BLANKET PURCHASE AGREEMENT

Ordering activities may establish BPAs to fill repetitive needs for supplies or services. BPAs may be established with one or more schedule contractors. The number of BPAs to be established is within the discretion of the ordering activity establishing the BPAs and should be based on a strategy that is expected to maximize the effectiveness of the BPA(s). In determining how many BPAs to establish, consider:

The scope and complexity of the requirement(s);

The need to periodically compare multiple technical approaches or prices;

The administrative costs of BPAs; and The technical qualifications of the schedule contractor(s).

Establishment of a single BPA, or multiple BPAs, shall be made using the same procedures outlined in 8.405-3.

BPAs shall address the frequency of ordering, invoicing, discounts, requirements (e.g. estimated quantities, work to be performed), delivery locations, and time.

When establishing multiple BPAs, the ordering activity shall specify the procedures for placing orders under the BPAs.

Establishment of a multi-agency BPA against a Federal Supply Schedule contract is permitted if the multi-agency BPA identifies the participating agencies and their estimated requirements at the time the BPA is established.

Ordering from BPAs:

Single BPA. If the ordering activity establishes one BPA, authorized users may place the order directly under the established BPA when the need for the supply or service arises.

Multiple BPAs. If the ordering activity establishes multiple BPAs, before placing an order exceeding the micro-purchase threshold, the ordering activity shall:

Forward the requirement, or statement of work and the evaluation criteria, to an appropriate number of BPA holders, as established in the BPA ordering procedures; and

Evaluate the responses received, make a best value determination (see 8.404(d)), and place the order with the BPA holder that represents the best value.

BPAs for hourly rate services. If the BPA is for hourly rate services, the ordering activity shall develop a statement of work for requirements covered by the BPA. All orders under the BPA shall specify a price for the performance of the tasks identified in the statement of work.

Duration of BPAs. BPAs generally should not exceed five years in length, but may do so to meet program requirements. Contractors may be awarded BPAs that extend beyond the current term of their GSA Schedule contract, so long as there are option periods in their GSA Schedule contract that, if exercised, will cover the BPA’s period of performance.

Review of BPAs:

The ordering activity that established the BPA shall review it at least once a year to determine whether:

The schedule contract, upon which the BPA was established, is still in effect;

The BPA still represents the best value (see 8.404(d)); and Estimated quantities/amounts have been exceeded and additional price reductions can be obtained.

The ordering activity shall document the results of its review.

47QRAA19D009D | Page 7

EDUCATION AND EXPERIENCE SUBSTITUTION

Substitutions

Labor Category Min Edu Min Exp PhD Masters Bachelors Associate

High School

Partner 2 Bachelors 15 10 13 17 19

Partner 1 Bachelors 13 8 11 15 17

Managing Director Bachelors 11 6 9 13 15

Director Bachelors 9 4 7 11 13 Senior Managing Consultant

Bachelors 7 2 5 9 11

Managing Consultant Bachelors 5 0 3 7 9

Senior Consultant I Bachelors 2 0 0 4 6

Consultant Bachelors 0 0 0 2 4

Project Support Associates 0 0 0 0 2

LABOR CATEGORY DESCRIPTIONS

Partner 2

Functional Responsibility: Manages client relationships and is the ultimate authority regarding the conduct of engagements. Most experienced member of an engagement team, possessing vast knowledge of the client’s industry and client needs and expectations. Oversees quality assurance and risk assessment of engagements.

Interacts with client on difficult or specialized matters that arise during an engagement. Develops staff by providing training and continuing education opportunities. Responsible for business development and growth of practice areas. Writes articles for trade journals and/or speaks at conferences on subjects pertinent to client industries. Involved in firm management and oversight of other partners within his/her area of practice and expertise Minimum Education: Bachelor’s Degree Minimum Experience: 15 years

Partner 1

Minimum Education: Bachelor’s Degree Minimum Experience: 13 years

Managing Director

Functional Responsibility: Demonstrates high technical competence and regularly makes decisions based on appropriate research and comprehension of standards, policies and generally accepted practice. Anticipates and discusses impact of current and proposed accounting pronouncements with clients. Functions as subject matter expert on one or more accounting topics. Assesses the impact of changes in applicable standards and adjusts approaches on engagement. Identifies engagement and operating problems and provides timely solutions and

47QRAA19D009D | Page 8 consultation. Manages multiple concurrent engagements without disruption or loss of control and within the time allotted. Ensures all work and/or work papers are effectively and timely reviewed in the field by self or others.

Assists others in determining logical solutions to problems in specialized area. Helps others address complex issues from the client’s perspective. Identifies and involves others in developing innovative solutions to bring to the client or to improve project performance. Manages others and involves them in meetings with clients and prospects. Provides management and technical review, industry insight, issue resolution and employs proven problem solving techniques, directs critical decision making.

Minimum Education: Bachelor’s Degree Minimum Experience: 11 years

Director

Manages entire client service relationship, and can pull all resources together for client. Models outstanding analytical abilities in specialized area. Assists others in determining logical solutions to problems in specialized area. Helps others address complex issues from the client’s perspective. Identifies and involves others in developing innovative solutions to bring to the client or to improve project performance. Manages others and involves them in meetings with clients and prospects. Provides timely, meaningful, substantive performance feedback that team members can understand and act on, and documents feedback in project evaluations.

Minimum Education: Bachelor’s Degree Minimum Experience: 9 years

Senior Managing Consultant

Functional Responsibility: Displays a solid understanding of and consistently applies appropriate consulting guidance and firm policy based on relevant facts and is a resource on technical issues to project team, peers, and clients. Anticipates and discusses impact of current and proposed accounting pronouncements with client.

Identifies audit risks and problems through review and sees that engagements are completed with defendable files and documentation. Guides development of well-tailored project plans and initiates changes to improve effectiveness of engagement. Identifies engagement and operating problems and provides timely solutions and consultation. Manages multiple concurrent engagements without disruption or loss of control and within the time allotted. Effectively and timely reviews work and/or work papers in the field. Understands entire client service relationship and can pull all resources together for client. Models outstanding analytical abilities. Helps others think from client’s perspective. Identifies and develops innovative solutions to bring to the client or to improve project performance.

Minimum Education: Bachelor’s Degree Minimum Experience: 7 years

Managing Consultant

Functional Responsibility: Displays a solid understanding of and consistently applies appropriate consulting guidance and firm policy based on relevant facts of circumstances. Identifies and proposes solutions to problems, and suggests modification to the approach during engagement as appropriate. Understands client’s management information system, identifies key controls, identifies potential risk and evaluates client’s internal controls to determine mitigation. Appropriately evaluates internal control deficiencies and related impact of compensating and complementary controls and communicates those deficiencies to client personnel. Possesses a solid understanding of client operations and client accounting issues. Consistently prepares well-tailored project plans and suggests changes to improve effectiveness of engagement. Effectively reviews work and/or work papers in

47QRAA19D009D | Page 9 the field. Connects BKD resources with client by identifying and relaying those needs to engagement executive;

also demonstrates an understanding of the entire client service relationship. Models strong analytical abilities, identifies problems, determines possible causes, and implements logical solutions. Addresses issues that arise and thinks from the client’s perspective. Identifies opportunities to develop innovative solutions to bring to the client or to improve project performance.

Minimum Education: Bachelor’s Degree Minimum Experience: 5 years

Senior Consultant I

Functional Responsibility: Understands and applies appropriate consulting guidance and procedures and techniques.. Demonstrates a general understanding of client’s management information system, identifies key controls. Demonstrates an understanding of client operations and client accounting issues. Accurately assesses audit risks and develops consulting approach that addresses risk, as appropriate. Understands the substance of accounting for transactions within assigned areas. Prepares well-tailored project plans and suggests changes to improve effectiveness of engagement. . Effectively identifies client assistance outside the scope of the engagement and confirms with the client to determine if assistance is needed. Effectively reviews work and/or work papers and limits binder comments to a manageable level. Connects BKD resources with client needs by identifying and relaying those needs to engagement executive. Consistently demonstrates appropriate analytical abilities. Developing the ability to think from the client’s perspective.

Minimum Education: Bachelor’s Degree Minimum Experience: 2 years

Consultant

Functional Responsibility: Understands professional firm standards and procedures. Identifies potential consulting or accounting problems in assigned areas and communicates those problems to management on a timely basis. Demonstrates an ability to identify issues and effectively navigates engagement. Plans performance of assigned work to ensure efficiency and effectiveness. Developing appropriate analytical abilities. Growing ability to identify problems and determine possible causes through obtaining and comparing relevant information.

Effectively demonstrates and teaches routine concepts to less experienced staff and provides timely, meaningful, substantive performance feedback, as appropriate Minimum Education: Bachelor’s Degree Minimum Experience: 0 years

Project Support

Functional Responsibility: Knowledge of reporting standards and variances for specialty consulting practices, applying industry-specific guidelines and terminology. Verifies proper approval documentation for all final products, and navigates risk management procedures when final reports are near completion. Type, format, proofread, and finalize consulting reports and other client deliverables. Implement and follow BKD’s quality control policies. Cross-train other administrative personnel in report processing. Assist with printing projects and assist in the finalization of hard-copy deliverables for practice units and marketing.

Minimum Education: Associates Degree Minimum Experience: 0 years

47QRAA19D009D | Page 10

HOURLY RATES FOR SERVICES

SIN(s) Labor