MAS - Iberia Advisory LLC - 47QRAA23D005E

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GENERAL SERVICES ADMINISTRATION

GENERAL SERVICES ADMINISTRATION

FEDERAL ACQUISITION SERVICE

AUTHORIZED FEDERAL SUPPLY SCHEDULE FSS PRICE LIST

Iberia Advisory, LLC 14 Ridge Square, NW - STE 300 OFC 356

Washington, DC 20016

(P) 225-284-8185 | (F) 202-478-5122 www.iberiaadvisory.com Contract Administrator: Ryan C Waguespack, rwaguespack@iberiaadvisory.com

Contract Number: 47QRAA23D005E Contract Period: April 3, 2023 through April 2, 2028

Business Size: Small Business, Service-disabled veteran-owned small business

Schedule Title: Multiple Award Schedule

Federal Supply Group: Professional Services

Pricelist current through Modification #PS-0012, dated August 28, 2025.

On-line access to contract ordering information, terms and conditions, up-to-date pricing, and the option to create an electronic delivery order is available through GSA Advantage!™, a menu-driven database system. The INTERNET address for GSA Advantage!™ is: http://www.GSAAdvantage.gov.

For more information on ordering go to the following website: https://www.gsa.gov/schedules.

http://www.iberiaadvisory.com/ http://www.gsaadvantage.gov/ https://www.gsa.gov/schedules

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CUSTOMER INFORMATION:

1a. Table of Awarded Special Item Number(s) with appropriate cross-reference to page numbers:

SIN SIN Description 541219/541219RC Budget and Financial Management Services

541611/541611RC

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

OLM/OLMRC Order Level Materials

1b. Identification of the lowest priced model number and lowest unit price for that model for each special item number awarded in the contract. See pricing beginning on page 4.

1c. If the Contractor is proposing hourly rates a description of all corresponding commercial job titles, experience, functional responsibility, and education for those types of employees or subcontractors who will perform services shall be provided. If hourly rates are not applicable, indicate “Not applicable” for this item. See Labor Category Descriptions Pages 6-14.

2. Maximum Order: For SINs 541219, & 541611 - $1,000,000 For SIN OLM - $250,000

3. Minimum Order: $100.00

4. Geographic Coverage: Worldwide

5. Point(s) of production: Same as company address

6. Discount from list prices or statement of net 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

9. Foreign items: None

10a. Time of Delivery: Specified on the Task Order

10b. Expedited Delivery: Contact Contractor

10c. Overnight and 2-day delivery: Contact Contractor

10d. Urgent Requirements: Contact Contractor

11. F.O.B Points: Destination

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12a. Ordering Address: Iberia Advisory, LLC Attn: Mr. Ryan Waguespack 14 Ridge Square NW, STE. 300, Office 356 Washington DC, 20016

(P) 225-284-8185 | (F) 202-478-5122 Email: rwaguespack@iberiaadvisory.com

12b. Ordering procedures: See Federal Acquisition Regulation (FAR) 8.405-3.

13. Payment address (is): Iberia Advisory, LLC Attn: Mr. Ryan Waguespack 14 Ridge Square NW, STE. 300, Office 356 Washington DC, 20016

(P) 225-284-8185 | (F) 202-478-5122 Email: rwaguespack@iberiaadvisory.com

14. Warranty provision: Contractor’s standard commercial warranty.

15. Export Packing Charges: N/A

16. Terms and conditions of rental, maintenance, and repair: N/A

17. Terms and conditions of installation: N/A

18a. Terms and conditions of repair parts: N/A

18b. Terms and conditions for any other services: N/A

19. List of service and distribution points: N/A

20. List of participating dealers: N/A

21. Preventive maintenance: N/A

22a. Environmental attributes, e.g., recycled content, energy efficiency, and/or reduced pollutants: N/A

22b. If applicable, indicate that Section 508 compliance information is available on Information and

Communication Technology (ICT) supplies and services and show where full details can be found (e.g., contactor’s website or other location.) The ICT standards can be found at:

www.Section508.gov/. N/A

23. Unique Entity Identifier (UEI) Number: M1TUEG4H59X3

24. Notification regarding registration in System for Award Management (SAM) database:

Iberia Advisory, LLC is registered at SAM.gov.

mailto:rwaguespack@iberiaadvisory.com mailto:rwaguespack@iberiaadvisory.com http://www.section508.gov/

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Service Contract Labor Standards: The Service Contract Labor Standards (SCLS) are applicable to this contract as it applies to the entire Consolidated MAS Schedule and all services provided. While no specific labor categories have been identified as being subject to SCLS due to exemptions for professional employees (FAR 22.1101, 22.1102 and 29 CRF 541.300), this contract still maintains the provisions and protections for SCLS eligible labor categories. If and / or when the contractor adds SCLS labor categories / employees to the contract through the modification process, the contractor must inform the Contracting Officer and establish a SCLS matrix identifying the GSA labor category titles, the occupational code, SCLS labor category titles and the applicable WD number. Failure to do so may result in cancellation of the contract.

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Labor Category Descriptions

SIN 541219

Accountant Functional Responsibilities: Serves as a subject matter professional associated with accounting and financial laws, policies, regulations, processes, people, and systems that guide, perform, or support various aspects of the client engagement or mission area. Recommends solutions and provides advisory assistance.

Minimum Education: Masters Degree Minimum Experience: 10 years

Budget Analyst 1 Functional Responsibilities: Supports budget research and analysis in accordance with budgeting, acquisition, accounting, and financial laws, policies, regulations, processes, people, and systems that guide, perform, or support various aspects of the client engagement or mission area. Recommends solutions and provides advisory assistance.

Minimum Education: Bachelors Minimum Experience: 4 years

Budget Analyst 2 Functional Responsibilities: Provides subject matter expertise for budgeting, acquisition, logistics, asset management, financial management, or accounting to Government entities. Leads research and analysis for client deliverables. Applies appropriate management analysis processes, modeling and simulation tools, and technical techniques to provide the services required.

Minimum Education: Bachelors Minimum Experience: 6 years

Business Analyst 1 Functional Responsibilities: Supports research and analysis for client deliverables. Applies appropriate management analysis processes, modeling and simulation tools, and technical techniques to provide the services required. Supports process modernization projects. Translates technical information into clear, readable documents to be used by technical and non-technical personnel. Supports the preparation of management plans, reports, and presentations for customer programs and executive management.

Minimum Education: Bachelors Degree Minimum Experience: 4 years

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Business Analyst 2 Functional Responsibilities: Conducts research and analysis for client deliverables. Applies appropriate management analysis processes, modeling and simulation tools, and technical techniques to provide the services required. Employs process improvement and reengineering methods and principles to conduct process modernization projects. Translates technical information into clear, readable documents to be used by technical and non-technical personnel. Prepares management plans, reports, and presentations for customer programs and executive management.

Minimum Education: Bachelors Degree Minimum Experience: 6 years

Business Analyst 3 Functional Responsibilities: Directs research and analysis for client deliverables. Applies appropriate management analysis processes, modeling and simulation tools, and technical techniques to provide the services required. Employs process improvement and reengineering methods and principles to conduct process modernization projects. Translates technical information into clear, readable documents to be used by technical and non-technical personnel. Leads the preparation of management plans, reports, and presentations for customer programs and executive management.

Minimum Education: Bachelors Degree Minimum Experience: 8 years

Financial Management Consultant 1 Functional Responsibilities: Supports acquisition, logistics, asset management, financial management, or accounting activities to Government entities. Supports research and analysis for client deliverables.

Interfaces with the client and provides informed recommendations. Applies appropriate management analysis processes, modeling and simulation tools, and technical techniques to provide the services required.

Minimum Education: Bachelors Minimum Experience: 4 years

Financial Management Consultant 2 Functional Responsibilities: Leads acquisition, logistics, asset management, financial management, or accounting activities to Government entities. Leads research and analysis for client deliverables.

Interfaces with senior client leadership and stakeholders and provides informed recommendations.

Applies appropriate management analysis processes, modeling and simulation tools, and technical techniques to provide the services required.

Minimum Education: Bachelors Minimum Experience: 6 years

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Financial Management Consultant 3 Functional Responsibilities: Leads multiple activities and provides subject matter expertise for acquisition, logistics, asset management, financial management, or accounting to Government entities.

Oversees and reviews research and analysis for client deliverables. Interfaces with senior client leadership and stakeholders and provides informed recommendations. Applies appropriate management analysis processes, modeling and simulation tools, and technical techniques to provide the services required.

Minimum Education: Bachelors Minimum Experience: 8 years

Financial Management Consultant 4 Functional Responsibilities: Serves as a subject matter expert associated with financial management, accounting, and budgeting laws, policies, regulations, processes, people, and systems that guide, perform, or support various aspects of the client engagement or mission area. Recommends solutions and provides advisory assistance in the planning, troubleshooting, integration, research, design, development, testing, modeling, and training on complex work requirements. Manages daily activities and review work products for completeness and adherence to applicable regulations and customer requirements. Interfaces with the client on project‐specific issues and provide direction for the planning of all engagement tasks or sub‐tasks.

Minimum Experience: 10 years

Financial Program Manager Functional Responsibilities: Responsible for leading contract/TO effort, including assignment of resources to the tasks, delivery of quality products on schedule and within budget, and all aspects of contract management/financial management of the contract. Conducts reviews, assesses contract status, and recommends resolution of contractual and technical issues. Provides oversight and executive level management to overall contract operations often involving multiple projects/tasks and groups of personnel at multiple locations. Maintains and manages relationships with senior level management within the client organization. Responsible for ensuring senior level management within client organization is aware of overall program status, including all relevant projects and their potential impact on higher level organizational strategic vision. Responsible for ensuring quality standards and work performance on all task orders and projects, planning, organizing, and overseeing work efforts, assigning resources, managing personnel, providing risk management, ensuring quality management, monitoring overall project and contract performance.

Minimum Experience: 11 years

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Financial Project Manager Functional Responsibilities: Manages daily activities and review work products for completeness and adherence to applicable regulations and customer requirements. Interfaces with the client on project‐ specific issues and provide direction for the planning of all engagement tasks or sub‐tasks. Directs the completion of project‐specific tasks within estimated time frames and budget constraints and ensure deliverables comply with the PWS. Delivers presentations and lead client meetings. Maintains and manages relationships with senior level management within the client organization. Responsible for ensuring senior level management within client organization is aware of overall program status, including all relevant projects and their potential impact on higher level organizational strategic vision.

Responsible for ensuring quality standards and work performance on all task orders and projects, planning, organizing and overseeing work efforts, assigning resources, managing personnel, providing risk management, ensuring quality management, monitoring overall project and contract performance.

Serves as a subject matter professional associated with financial management, accounting, and budgeting laws, policies, regulations, processes, people, and systems that guide, perform, or support various aspects of the client engagement or mission area. Recommends solutions and provides advisory assistance in the planning, troubleshooting, integration, research, design, development, testing, modeling, and training on complex work requirements.

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Experience & Degree Substitution Equivalencies Experience exceeding the minimum shown may be substituted for education. Likewise, education exceeding the minimum shown may be substituted for experience.

Labor Category Min Edu Min Exp Education Substitution

Accountant Masters 10 Bachelors Degree + 2 Years' Relevant Experience, Associates Degree + 4 Years' Relevant Experience, or 6 years' Relevant Experience

Budget Analyst 1 Bachelors 4 Associates Degree + 2 Years' Relevant Experience or 4 Years' Relevant Experience

Budget Analyst 2 Bachelors 6 Associates Degree + 2 Years' Relevant Experience or 4 Years' Relevant Experience

Business Analyst 1 Bachelors 4 Associates Degree + 2 Years' Relevant Experience or 4 Years' Relevant Experience

Business Analyst 2 Bachelors 6 Associates Degree + 2 Years' Relevant Experience or 4 Years' Relevant Experience

Business Analyst 3 Bachelors 8 Associates Degree + 2 Years' Relevant Experience or 4 Years' Relevant Experience

Financial Management Consultant 1 Bachelors 4 Associates Degree + 2 Years' Relevant Experience or 4 Years' Relevant Experience

Financial Management Consultant 2 Bachelors 6 Associates Degree + 2 Years' Relevant Experience or 4 Years' Relevant Experience

Financial Management Consultant 3 Bachelors 8 Associates Degree + 2 Years' Relevant Experience or 4 Years' Relevant Experience

Financial Management Consultant 4 Bachelors 10 Associates Degree + 2 Years' Relevant Experience or 4 Years' Relevant Experience

Financial Program Manager Bachelors 11 Associates Degree + 2 Years' Relevant Experience or 4 Years' Relevant Experience

Financial Project Manager Bachelors 10 Associates Degree + 2 Years' Relevant Experience or 4 Years' Relevant Experience

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Labor Category Descriptions

SIN 541611

Accountant Functional Responsibilities: Serves as a subject matter professional associated with accounting and financial laws, policies, regulations, processes, people, and systems that guide, perform, or support various aspects of the client engagement or mission area. Recommends solutions and provides advisory assistance.

Minimum Education: Masters Degree Minimum Experience: 10 years

Business Analyst 1 Functional Responsibilities: Supports research and analysis for client deliverables. Applies appropriate management analysis processes, modeling and simulation tools, and technical techniques to provide the services required. Supports process modernization projects. Translates technical information into clear, readable documents to be used by technical and non-technical personnel. Supports the preparation of management plans, reports, and presentations for customer programs and executive management.

Minimum Education: Bachelors Degree Minimum Experience: 4 years

Business Analyst 2 Functional Responsibilities: Conducts research and analysis for client deliverables. Applies appropriate management analysis processes, modeling and simulation tools, and technical techniques to provide the services required. Employs process improvement and reengineering methods and principles to conduct process modernization projects. Translates technical information into clear, readable documents to be used by technical and non-technical personnel. Prepares management plans, reports, and presentations for customer programs and executive management.

Minimum Education: Bachelors Degree Minimum Experience: 6 years

Business Analyst 3 Functional Responsibilities: Directs research and analysis for client deliverables. Applies appropriate management analysis processes, modeling and simulation tools, and technical techniques to provide the services required. Employs process improvement and reengineering methods and principles to conduct process modernization projects. Translates technical information into clear, readable documents to be used by technical and non-technical personnel. Leads the preparation of management plans, reports, and presentations for customer programs and executive management.

Minimum Experience: 8 years

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Data Analyst Functional Responsibilities: Applies advanced technical expertise and skills to implement business solutions related to databases, data analytics, and automation. Performs independent quality assurance reviews of program performance and deliverables to ensure that contractual obligations are met.

Minimum Education: Bachelors Degree Minimum Experience: 4 years

Management Technology Strategist Functional Responsibilities: Applies advanced technical expertise and skills to implement business solutions related to systems, audit readiness, and controls. Performs independent quality assurance reviews of program performance and deliverables to ensure that contractual obligations are met.

Reviews and approves working papers and findings and adhere to applicable standards, laws, policies, and regulations.

Minimum Education: Bachelors Degree Minimum Experience: 10 years

Management Consultant 1 Functional Responsibilities: Designs, implements, and manages client solutions. Assists in drafting and preparing project deliverables. Supports the completion of project-specific tasks within estimated time frames and budget constraints as well as required corrective or support actions. Supports the preparation of management plans, reports, and presentations for customer programs and executive management. Supports presentations and client meetings.

Minimum Education: Bachelors Degree Minimum Experience: 4 years

Management Consultant 2 Functional Responsibilities: Designs, implements, and manages client solutions. Assists in drafting and preparing project deliverables. Supports the completion of project-specific tasks within estimated time frames and budget constraints. Implements required corrective or support actions. Assists in the preparation of management plans, reports, and presentations for customer programs and executive management. Assists in presentations and client meetings.

Minimum Experience: 6 years

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Management Consultant 3 Functional Responsibilities: Provides insight and guidance concerning strategic direction of the project, as well as for specific tasks and sub-tasks. Designs, implements, and manages client solutions. Leads the drafting and preparing of project deliverables. Interfaces with the client on a day-to-day basis. Leads the completion of project-specific tasks within estimated time frames and budget constraints. Develops required corrective or support actions. Prepares management plans, reports, and presentations for customer programs and executive management. Supports presentations and client meetings.

Minimum Education: Bachelors Degree Minimum Experience: 9 years

Program Manager Functional Responsibilities: Serves as a subject matter professional associated with laws, policies, regulations, processes, people, and systems that guide, perform, or support various aspects of the client engagement or mission area. Recommends solutions and provides advisory assistance in the planning, troubleshooting, integration, research, design, development, testing, modeling, and training on complex work requirements. Manages daily activities and review work products for completeness and adherence to applicable regulations and customer requirements. Interfaces with the client on project-specific issues and provide direction for the planning of all engagement tasks or sub-tasks. Directs the completion of project-specific tasks within estimated time frames and budget constraints and ensure deliverables comply with the PWS. Delivers presentations and lead client meetings. Maintains and manages relationships with senior level management within the client organization. Responsible for ensuring senior level management within client organization is aware of overall program status, including all relevant projects and their potential impact on higher level organizational strategic vision.

Responsible for ensuring quality standards and work performance on all task orders and projects, planning, organizing and overseeing work efforts, assigning resources, managing personnel, providing risk management, ensuring quality management, monitoring overall project and contract performance.

Minimum Education: Bachelors Degree Minimum Experience: 11 years

Project Manager Functional Responsibilities: Responsible for leading contract/TO effort, including assignment of resources to the tasks, delivery of quality products on schedule and within budget, and all aspects of contract management/financial management of the contract. Conducts reviews, assesses contract status, and recommends resolution of contractual and technical issues. Provides oversight and executive level management to overall contract operations often involving multiple projects/tasks and groups of personnel at multiple locations. Maintains and manages relationships with senior level management within the client organization. Responsible for ensuring senior level management within client organization is aware of overall program status, including all relevant projects and their potential impact on higher level organizational strategic vision. Responsible for ensuring quality standards and work performance on all task orders and projects, planning, organizing, and overseeing work efforts, assigning resources, managing personnel, providing risk management, ensuring quality management, monitoring overall project and contract performance.

Minimum Education: Masters Degree

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Strategic Management Consultant Functional Responsibilities: Applies advanced technical expertise and skills to implement business solutions related to strategic communications or change management. Performs independent quality assurance reviews of program performance and deliverables to ensure that contractual obligations are met. Reviews and approves working papers and findings and adhere to applicable standards, laws, policies, and regulations.

Minimum Education: Bachelors Degree Minimum Experience: 7 years

Experience & Degree Substitution Equivalencies Experience exceeding the minimum shown may be substituted for education. Likewise, education exceeding the minimum shown may be substituted for experience.

Labor Category Min Edu Min Exp Education Substitutions

Accountant Masters 10 Bachelors Degree + 2 Years' Relevant Experience, Associates Degree + 4 Years' Relevant Experience, or 6 years' Relevant Experience

Business Analyst 1 Bachelors 4 Associates Degree + 2 Years' Relevant Experience or 4 Years' Relevant Experience

Business Analyst 2 Bachelors 6 Associates Degree + 2 Years' Relevant Experience or 4 Years' Relevant Experience

Business Analyst 3 Bachelors 8 Associates Degree + 2 Years' Relevant Experience or 4 Years' Relevant Experience

Data Analyst Bachelors 4 Associates Degree + 2 Years' Relevant Experience or 4 Years' Relevant Experience

Management Technology Strategist Bachelors 10 Associates Degree + 2 Years' Relevant Experience or 4 Years' Relevant Experience

Management Consultant 1 Bachelors 4 Associates Degree + 2 Years' Relevant Experience or 4 Years' Relevant Experience

Management Consultant 2 Bachelors 6 Associates Degree + 2 Years' Relevant Experience or 4 Years' Relevant Experience

Management Consultant 3 Bachelors 9 Associates Degree + 2 Years' Relevant Experience or 4 Years' Relevant Experience

Program Manager Bachelors 11 Associates Degree + 2 Years' Relevant Experience or 4 Years' Relevant Experience

Project Manager Masters 10 Bachelors Degree + 2 Years' Relevant Experience, Associates Degree + 4 Years' Relevant Experience, or 6 years' Relevant Experience Strategic Management Consultant Bachelors 7 Associates Degree + 2 Years' Relevant Experience or 4 Years' Relevant Experience