MAS - Reed & Associates, Cpas, Inc. - 47QRAA22D00AP

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 of GSA Advantage! Is: GSAAdvantage.gov

Reed & Associates Certified Public Accountants and Financial Consultants

Schedule Title Multiple Award Schedule FSC Group MAS FSC PSC Codes R704, R703 Contract Number 47QRAA22D00AP For more information on ordering from Federal Supply Schedules go to the GSA Schedules page at GSA.gov Contract Period June 1, 2022 through May 31, 2027 Contract Administrator Deirdre M. Reed, CPA

DReed@reedassociates.org

PH – 860-395-1996

FAX – 703-369-3727

Contractor Information Reed & Associates, CPAs

8700 Centreville Road, Suite 203 Manassas, VA 20110

PH - 703-369-5351

FAX – 703-369-3727

Contractor Internet Address www.reedassociatescpas.com

Business Size Small Business

Prices Herein are Net (Discount Deducted).

9/16/2022 mailto:Deirdre@reedassociates.org http://www.reedassociatescpas.com/

CUSTOMER INFORMATION:

1a. Table of awarded special item numbers, item descriptions and awarded prices.

SINs Recovery SIN Title 541211 541211RC Auditing Services 541219 541219RC Budget and Financial Management Services 541611 541611RC Management and Financial Consulting, Acquisition and Grants Management Support, Business Program & Project Management Services

OLM OLMRC Order-Level Materials (OLM’s)

1b. Awarded Prices.

SIN

Proposed

Service Proposed (e.g.

Labor Category or Job

Title/Task)

6/1/2022- 5/31/2023

6/1/2023- 5/31/2024

6/1/2024- 5/31/2025

6/1/2025- 5/31/2026

6/1/2026- 5/31/2027

541211 Partner $217.23 $217.23 $217.23 $217.23 $217.23 541211 Director $192.45 $192.45 $192.45 $192.45 $192.45 541211 Senior Manager $176.32 $176.32 $176.32 $176.32 $176.32 541211 Information Systems

Specialist

$141.06

541211 Subject Matter Expert $176.32 $176.32 $176.32 $176.32 $176.32 541211 Manager $145.99 $145.99 $145.99 $145.99 $145.99 541211

Senior II $120.91

541211 Senior I

$102.27

Staff II $87.46

Staff I

$76.88

541211 Project Manager $146.10 $146.10 $146.10 $146.10 $146.10 541211 Project Coordinator II $115.87 $115.87 $115.87 $115.87 $115.87 541211 Project Coordinator I $95.72 $95.72 $95.72 $95.72 $95.72 541211 Accounting Clerk II $52.90 $52.90 $52.90 $52.90 $52.90 541211 Accounting Clerk I $38.29 $38.29 $38.29 $38.29 $38.29 541211 Supervisor, Accounting

Clerk

541219 Partner $217.23 $217.23 $217.23 $217.23 $217.23 541219 Director $192.45 $192.45 $192.45 $192.45 $192.45 541219 Senior Manager $176.32 $176.32 $176.32 $176.32 $176.32 541219 Information Systems

Service Proposed (e.g.

Labor Category or Job

Title/Task)

6/1/2022- 5/31/2023

6/1/2023- 5/31/2024

6/1/2024- 5/31/2025

6/1/2025- 5/31/2026

6/1/2026- 5/31/2027

541219 Subject Matter Expert $176.32 $176.32 $176.32 $176.32 $176.32 541219 Manager $145.99 $145.99 $145.99 $145.99 $145.99 541219

541219

541219 Project Manager $146.10 $146.10 $146.10 $146.10 $146.10 541219 Project Coordinator II $115.87 $115.87 $115.87 $115.87 $115.87 54129 Project Coordinator I $95.72 $95.72 $95.72 $95.72 $95.72 541219 Accounting Clerk II $52.90 $52.90 $52.90 $52.90 $52.90 541219 Accounting Clerk I $38.29 $38.29 $38.29 $38.29 $38.29 541219 Supervisor, Accounting

541219 Manager - Client Services $75.57 $75.57 $75.57 $75.57 $75.57 541219

Senior Client Services Representative

$90.68

541219 Claims Analyst $72.54 $72.54 $72.54 $72.54 $72.54 541219

Client Operations Specialist $66.50

66.50

541219 Technician $59.95 $59.95 $59.95 $59.95 $59.95 541219 Medical Coding Audit

$124.84

541611 Partner $217.23 $217.23 $217.23 $217.23 $217.23 541611 Director $192.45 $192.45 $192.45 $192.45 $192.45 541611 Senior Manager $176.32 $176.32 $176.32 $176.32 $176.32 541611 Information Systems

541611 Subject Matter Expert $176.32 $176.32 $176.32 $176.32 $176.32 541611 Manager $145.99 $145.99 $145.99 $145.99 $145.99 541611

541611

Service Proposed (e.g.

Labor Category or Job

Title/Task)

6/1/2022- 5/31/2023

6/1/2023- 5/31/2024

6/1/2024- 5/31/2025

6/1/2025- 5/31/2026

6/1/2026- 5/31/2027

541611 Project Manager $146.10 $146.10 $146.10 $146.10 $146.10 541611 Project Coordinator II $115.87 $115.87 $115.87 $115.87 $115.87 541611 Project Coordinator I $95.72 $95.72 $95.72 $95.72 $95.72 541611 Accounting Clerk II $52.90 $52.90 $52.90 $52.90 $52.90 541611 Accounting Clerk I $38.29 $38.29 $38.29 $38.29 $38.29 541611 Supervisor, Accounting

541611 Manager - Client Services $75.57 $75.57 $75.57 $75.57 $75.57 541611 Client Services Operations

541611 Claims Analyst $72.54 $72.54 $72.54 $72.54 $72.54 541611 Senior Client Operations

541611 Technician $59.95 $59.95 $59.95 $59.95 $59.95 541611 Medical Coding Audit Expert $124.84 $124.84 $124.84 $124.84 $124.84

1.c. Labor Descriptions

Labor Category

Minimum Educational Requirement

Experience

Certifications

Needed Area of

Specialization

CPE

Special Skills

Functional Responsibilities

SIN CODE 541211

Partner Bachelor’s degree Minimum 8 CPA Audit, accounting, In accordance Proficient Liaison with in accounting years financial services with Yellow knowledge of government agencies, Book standards GAAP, GAAS, direct project, review GAGAS & and sign final reports federal guidelines or other relevant to the engagement

Director Bachelor’s degree Minimum 7 None Audit, accounting, In accordance Proficient Contract management, years financial services with Yellow knowledge of contract compliance, Book standards GAAP, GAAS, review final GAGAS & deliverables, liaison federal with COR or COTR, guidelines or liaison with Program other relevant to Managers the engagement

Senior Certification in Minimum 6 Certification Audit, accounting, In accordance Proficient Manage & supervise Manager Field of Practice years relative to field of financial services with Yellow knowledge of technical portions of a practice Book standards GAAP, GAAS, project, liaison GAGAS & between government federal and manager on guidelines or technical subject other relevant to matter, direct support the engagement of Partner or Director on technical subject matter. Manage multiple teams or Managers under multiple awards.

Information Certification in Minimum 5 Certification IT Audit, IT internal In accordance Proficient Serve on project team, Systems Field of Practice years relative to field of controls, IT with Yellow knowledge of IT perform tasks related Specialist practice security, or Book standards Security, to IT as assigned under management Cybersecurity, the supervision of advisory services Data Analysis, manager, senior related to IT, data Networking, IT manager, director or analysis, Hardware, partner.

networking, Software, or IT hardware, software, Security security

Subject Certification in Minimum 5 Certification Specialist in area In accordance Proficient Serve on project team, Matter Expert Field of Practice years relative to field of specific to audit with Yellow knowledge of perform tasks related practice opportunity such as Book standards subject matter in to field of expertise as transportation, field of specialty assigned under the housing, supervision of construction, manager, senior medical claims, manager, director or claims processing partner.

systems, insurance, banking, aircraft, military operations, government accounting systems or operations, Manager Bachelor’s degree Minimum 4 CPA or 7 years’ Audit, accounting, In accordance Proficient Manage & supervise years experience in financial services with Yellow knowledge of project teams & act as audit or Book standards GAAP, GAAS, a liaison between accounting or GAGAS & project senior & relative field of federal project partner, review expertise with 3 guidelines or work papers & provide years of technical assistance.

Minimum

Skills

Functional Responsibilities

SIN CODE 541211

supervisory experience other relevant to the engagement Manage one team or multiple teams under a single award.

Senior II Certification in Field of Practice

Minimum 3 years

CPA candidate Audit, accounting or financial services

In accordance with Yellow Book standards

Proficient knowledge of

GAAP, GAAS,

GAGAS &

federal guidelines or other relevant to the engagement

Supervise project staff onsite, provide technical assistance, independently perform major segments of the engagement, & act as a liaison between project staff & manager

Senior I Bachelor’s degree Minimum 2 years

CPA candidate Audit, accounting or financial services

In accordance with Yellow Book standards

Proficient knowledge of

GAAP, GAAS,

GAGAS &

federal guidelines or other relevant to the engagement

Independently perform assigned segments of the engagement, & act as a liaison between project staff & Senior

II

Staff II Bachelor’s degree Minimum 1 years

None Audit, accounting or financial services

In accordance with Yellow Book standards

Ability to work with minimal supervision

Serve on project team, perform tasks as assigned under the supervision of a senior or manager

Staff I Bachelor’s degree None None Audit, accounting or financial services

In accordance with Yellow Book standards

Ability to perform assigned job duties with supervision

Serve on project team, perform tasks as assigned under the supervision of a senior or manager

Project Manager

Bachelor’s degree Minimum 3 years

None Project Management Not Applicable Proficient in project management, contract compliance

Serve to maintain project work plan, milestones and deliverables

Project Coordinator II

Associate degree Minimum 2 years

None Project Coordination

Not Applicable Proficient in scheduling, project coordination

Serve to coordinate resources to meet contract requirements and deliverables

Project Coordinator I

Associate degree Minimum 2 years

None Project Coordination

Not Applicable Proficient in scheduling, project coordination

Serve to coordinate resources to meet contract requirements and deliverables

Supervisory Accounting Clerk

Associate degree or 6 years’ experience

Minimum 4 years

None Accounting or data entry

In accordance with Yellow Book standards

Proficient knowledge of subject matter such as accounts payable or accounts receivable

Manage & supervise accounting clerks & act as a liaison to project senior, review work & provide technical assistance.

Accounting Clerk II

Associate degree or 2 years’ experience

Minimum 2 years

None Accounting or data entry

In accordance with Yellow Book standards

Knowledge of subject matter such as accounts payable or accounts receivable

Analyze transactions for allowability with program or agency requirements; perform reconciliations, and check figures, postings and documents to ensure they are correct, mathematically accurate, and properly coded

Minimum

Skills

Functional Responsibilities

SIN CODE 541211

Accounting Clerk I

High School Diploma

None None Accounting or data entry

In accordance with Yellow Book standards

Ability to accurately post transactions based on standard operating procedures provided

Posting details of transactions, entering vouchers, and computing and totaling accounts

Minimum

Skills

Functional Responsibilities

SIN CODES 541219 and 541611 Partner Bachelor’s Degree Minimum 8 years CPA Specialized audit, accounting, budgeting, financial services or management advisory services

In accordance with Yellow Book standards

Proficient knowledge of

GAAP, GAAS,

FASB, FASAB,

GASB,

GAGAS,

Professional Internal Auditing Standards, Green Book, IPERA and/or federal guidelines or other relevant to the engagement

Liaison with government agencies, direct project, review and sign final reports

Director Bachelor’s degree Minimum 7 years

None Specialized audit, accounting, budgeting, financial services or management advisory services

In accordance with Yellow Book standards

Proficient knowledge of

GAAP, GAAS,

FASB, FASAB,

GASB,

GAGAS,

Professional Internal Auditing Standards, Green Book, IPERA and/or federal guidelines or other relevant to the engagement

Contract management, contract compliance, review final deliverables, liaison with COR or COTR, liaison with Program Managers

Senior Manager

Degree or Certification in Field of Practice

Minimum 6 years

Certification relative to field of practice

Specialized audit, accounting, budgeting, financial services or management advisory services

In accordance with Yellow Book standards

Proficient knowledge of

GAAP, GAAS,

FASB, FASAB,

GASB,

GAGAS,

Professional Internal Auditing Standards, Green Book, IPERA and/or federal

Manage & supervise technical portions of a project, liaison between government and manager on technical subject matter, direct support of Partner or Director on technical subject matter. Manage multiple teams or Managers under multiple awards.

Minimum

Skills

Functional Responsibilities guidelines or other relevant to the engagement

Information Systems Specialist

Degree or Certification in Field of Practice

Minimum 5 years

Certification relative to field of practice

IT Audit, IT internal controls, IT security, or management advisory services related to IT, data analysis, networking, hardware, software, security

In accordance with Yellow Book standards

Proficient knowledge of IT Security, Cybersecurity, Data Analysis, Networking, IT Hardware, Software, or IT Security

Serve on project team, perform tasks related to IT as assigned under the supervision of manager, senior manager, director or partner.

Subject Matter Expert

Degree or Certification in Field of Practice

Minimum 5 years

Certification relative to field of practice

Specialist in area specific to audit opportunity such as transportation, housing, construction, medical claims, claims processing systems, insurance, banking, aircraft, military operations, government accounting systems or operations, In accordance with Yellow Book standards

Proficient knowledge of subject matter in field of specialty

Serve on project team, perform tasks related to field of expertise as assigned under the supervision of manager, senior manager, director or partner.

Manager Bachelor’s degree Minimum 4 years

CPA or 7 years’ experience in audit or accounting or relative field of expertise with 3 years of supervisory experience

Specialized audit, accounting, budgeting, financial services or management advisory services

In accordance with Yellow Book standards

Proficient knowledge of

GAAP, GAAS,

FASB, FASAB,

GASB,

GAGAS,

Professional Internal Auditing Standards, Green Book, IPERA and/or federal guidelines or other relevant to the engagement

Manage & supervise project teams & act as a liaison between project senior & project partner, review work papers & provide technical assistance.

Manage one team or multiple teams under a single award.

Senior II Bachelor’s degree Minimum 3 years

None Specialized audit, accounting, budgeting, financial services or management advisory services

In accordance with Yellow Book standards

Proficient knowledge of

GAAP, GAAS,

FASB, FASAB,

GASB,

GAGAS,

Professional Internal Auditing Standards, Green Book, IPERA and/or federal guidelines or other relevant to the engagement

Supervise project staff onsite, provide technical assistance, independently perform major segments of the engagement, & act as a liaison between project staff & manager

Senior I Bachelor’s degree Minimum 2 years

None Specialized audit, accounting, budgeting, financial services or management advisory services

In accordance with Yellow Book standards

Proficient knowledge of

GAAP, GAAS,

FASB, FASAB,

GASB,

GAGAS,

Professional

Independently perform assigned segments of the engagement, & act as a liaison between project staff & Senior

II

Minimum

Skills

Functional Responsibilities

Internal Auditing Standards, Green Book, IPERA and/or federal guidelines or other relevant to the engagement

Staff II Bachelor’s degree Minimum 1 years

None Specialized audit, accounting, budgeting, financial services or management advisory services

In accordance with Yellow Book standards

Ability to work with minimal supervision

Serve on project team, perform tasks as assigned under the supervision of a senior or manager

Staff I Bachelor’s degree None None Specialized audit, accounting, budgeting, financial services or management advisory services

In accordance with Yellow Book standards

Ability to perform assigned job duties with supervision

Serve on project team, perform tasks as assigned under the supervision of a senior or manager

Project Manager

Bachelor’s degree Minimum 3 years

None Project Management Not Applicable Proficient in project management, contract compliance

Serve to maintain project work plan, milestones and deliverables

Project Coordinator II

Associate degree Minimum 2 years

None Project Coordination

Not Applicable Proficient in scheduling, project coordination

Serve to coordinate resources to meet contract requirements and deliverables

Project Coordinator I

Associate degree Minimum 2 years

None Project Coordination

Not Applicable Proficient in scheduling, project coordination

Serve to coordinate resources to meet contract requirements and deliverables

Manager, Client Services

High School Diploma

Minimum 5 years

None Call center, client services contact center, help desk or other related client focused communications

In accordance with Yellow Book standards

Ability to communicate clearly both verbally and in writing.

Attention to detail.

Oversees supervision of the client services employees, including hiring, disciplining, evaluation, coaching, mentoring, work distribution, etc.

Oversees preparation and delivery of scheduled client deliverables and ad-hoc reports including development, creation, review and distribution

Senior Client Services Representative

High School Diploma

Minimum 2 years

None Call center, client services contact center, help desk or other related client focused communications

In accordance with Yellow Book standards

Ability to communicate clearly both verbally and in writing.

Attention to detail.

Serves as a liaison working with customers to answer inquiries and resolve outstanding issues.

Responsible for resolution of telephone and mail correspondence with clients to resolve issues. Provides outreach and education to personnel, clients

Claims Analyst

High School Diploma

None None Insurance claims including home, vehicle, medical, pharmacy claims

In accordance with Yellow Book standards

Ability to communicate clearly both verbally and in writing.

Process documentation of a technical nature to assure accuracy, completeness and compliance of medical

Minimum

Skills

Functional Responsibilities

Attention to detail.

claims data. Ability to understand multiple requirements for establishing acceptance criteria.

Ability to detect and properly segregate unacceptable documentation and to identify bases for rejection.

Client Operations Specialist

High School Diploma

None None Call center, client services contact center, help desk or other related client focused communications

In accordance with Yellow Book standards

Ability to communicate clearly both verbally and in writing.

Attention to detail.

Assists in working with customers to answer inquiries and resolve outstanding issues. Provides support with telephone and mail correspondence.

Interacts with clients as required to resolve issues.

Technician High School Diploma

None None Data processing or claims processing

In accordance with Yellow Book standards

Ability to communicate clearly both verbally and in writing.

Attention to detail.

Processes documentation of a technical nature to assure accuracy, completeness and compliance of data in accordance with a set of technical or regulatory requirements

Supervisory Accounting Clerk

Associate degree or 6 years’ experience

Minimum 4 years

None Excel, Word or data entry

In accordance with Yellow Book standards

Proficient knowledge of subject matter such as time and labor data, travel data, or other contract specific reporting compliance requirement.

Manage & supervise accounting clerks & act as a liaison to project senior, review work & provide technical assistance.

Accounting Clerk II

Associate degree or 2 years’ experience

Minimum 2 years

None Excel, Word or data entry

In accordance with Yellow Book standards

Proficient knowledge of subject matter such as time and labor data, travel data, or other contract specific reporting compliance requirement.

Analyze transactions for allowability with program or agency requirements; perform reconciliations, and check figures, postings and documents to ensure they are correct, mathematically accurate, and properly coded

Accounting Clerk I

High School Diploma

None None Excel, Work or data entry

In accordance with Yellow Book standards

Ability to accurately post transactions based on standard operating procedures provided

Posting details of transactions, entering vouchers, and computing and totaling accounts

Medical Coding Audit Expert

Bachelor Degree Minimum 2 years

Medical Coding Medical claims and medical charts review

In accordance with Yellow Book standards

Medical coding including ICD 9 and ICD 10

Review medical claims to determine accuracy of coding, compare medical

Minimum

Skills

Functional Responsibilities coding to patient chart information, compare claim pricing to established fee schedules or pricing tools, assure proper bundling of codes, review eligibility for medical coverage

The following are samples of the services Reed & Associates, CPAs, Inc. offers under our GSA contract:

SIN 541211 Auditing Services

a) including financial statement and financial related audits

b) including determining whether (1) financial information is presented in accordance with established or stated criteria (2) the entity has adhered to specific financial compliance requirements, or (3) the entity's internal control structure over financial reporting and/or safeguarding assets is suitably designed and implemented to achieve the control objectives

c) including but not limited to Economy and Efficiency Audits, Program Results, and Program Fraud Audits. A performance audit is an objective and systematic examination of evidence for the purpose of providing an independent assessment of the performance of a government organization, program or activity, or function in order to provide information to improve public accountability and facilitate decision-making by parties with responsibility to oversee or initiate corrective action.

SIN 541219 Budget and Financial Management Services including transaction analysis, transaction processing, data analysis and summarization, technical assistance in devising new or revised accounting policies and procedures, classifying accounting transactions, performing special studies to improve accounting operations, resolve accounting issues, resolve and implement audit findings, recovery reviews, assess or enhance accounting internal controls, improve operating efficiency and effectiveness, apply information technology to provide better or more timely service.

SIN 541611 Management and Financial Consulting, Acquisition and Grants Management Support, Business Program & Project Management Services

a) assessing and improving financial management systems, conduct A-127 systems compliance reviews, conduct other system assessments to improve operating efficiency, effectiveness, controls, and system performance, assist management with implementing corrective actions, documenting systems, identify systems requirements, plan and develop systems, assess the integrity of financial systems and related data, provide technical assistance in meeting agency financial management system requirements, etc.

b) assessing and improving current financial reporting and analysis, develop new reporting formats and pro-forma financial reports, provide technical assistance in meeting agency financial management reporting and analysis requirements, assisting in improving and streamlining reporting and analysis processes and related procedures, assisting management with implementing corrective actions, analyze financial results, conduct cost-benefit or other special financial analysis and enhancement of existing pricing and rate structures.

c) providing technical assistance in complying with the requirements of the Government Performance & Results Act, assisting with devising and implementing performance measures and related processes and systems assisting with strategic and operational financial planning, resolving audit recommendations and assisting with implementing corrective actions, assessing the adequacy of strategic plans and related performance measures, assisting in reviewing and improving current processes and related procedures and systems.

d) providing technical assistance related to managerial cost accounting or other special financial areas of interest, assisting in financial policy formulation and development, conducting special cost studies, assisting with quality assurance efforts, performing bench marking of financial activities and performance results.

Please refer to our home page at www.reedassociatescpas.com for more information about our Firm.

2. Maximum order:

$1,000,000

3. Minimum order:

$100

4. Geographic coverage (delivery area):

Worldwide

5. Point of Production:

8700 Centreville Road, Suite 203 Manassas, VA 20110 City of Manassas, Virginia

6. Discount from list prices or statement of net price:

Government Net Prices (discounts already deducted).

7. Quantity Discounts.

1% for orders between $50,000 and $150,999; 2% for orders between $150,000 and $199,000; 3% for orders greater than $200,000.

8. Prompt payment terms:

http://www.reedassociatescpas.com/

Net 30 Days. Information for Ordering Offices: Prompt payment terms cannot be negotiated out of the contractual agreement in exchange for other concessions.

9. Foreign items:

Not applicable.

10a. Time of delivery:

As negotiated in each contract or task order.

10b. Expedited delivery:

Contact Contractor / To be Determined at Task Level

10c. Overnight and 2-day delivery:

10d. Urgent requirements:

Contact the Contractor (Deirdre Reed, Contract Administrator) for urgent requirements to affect a quicker delivery.

11. F.O.B. points:

Destination.

12a. Ordering address.

12b. 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.

13. Payment address:

Reed & Associates, CPAs, Inc.

14. Warranty Provision:

15. Export Packing Charges, if applicable:

16. Terms and Conditions of Rental, Maintenance, and Repair:

17. Terms and Conditions of Installation:

18. Terms and Conditions of Repair Parts indicating date of parts price lists and any discounts from list prices:

19. List of Service and Distribution points:

20. List of Participating Dealers:

21. Preventive Maintenance:

24a. Special Attributes such as environmental attributes:

24b. Section 508 Compliance Information:

25. Unique Entity Identifier (UEI) Number:

U4XSQTM8LN36

26. Notification Regarding Registration in System for Award Management (SAM) database:

Registered.