MAS - Coast Professional, Inc. - 47QRAA23D0089

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GENERAL SERVICES ADMINISTRATION

Federal Acquisition Service Authorized Federal Supply Schedule FSS 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 is available through GSA Advantage!™, a menu-driven database system. The INTERNET address for GSA Advantage!™ is: http://www.GSAAdvantage.gov.

Contract Number: 47QRAA23D0089 Contract Period: 07/19/2023 – 07/18/2028

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

Contractor: Coast Professional, Inc.

4273 Volunteer Road

Geneseo, NY 14454

Schedule Title: Multiple Award Schedule Federal Supply Group: Professional Services

Business Size: Other Than Small

Telephone: 318-807-4500 FAX Number: 866-258-9837 Web Site: www.CoastProfessional.com E-mail: mpulliam@coastprofessional.com Contract Administrator: Micah Pulliam

Price list is current through Modification #PS-0004 effective 07/16/2025.

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 561440 & 561440RC Debt Collection 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 on Page 5.

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. N/A

2. Maximum Order: For SIN 561440 - $1,000,000.00 For SIN OLM - $250,000.00

3. Minimum Order: $100.00

4. Geographic Coverage (delivery Area): Worldwide

5. Point(s) of production (city, county, and state or foreign country):

4273 Volunteer Road Livingston County Geneseo, NY 14454

6. Discount from list prices or statement of net price: Prices Shown Herein are Net (discount 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 (list items by country of origin): N/A

10a. Time of Delivery (Contractor insert number of days): Contact Contractor

10b. Expedited Delivery. The Contractor will insert the sentence “Items available for expedited delivery are noted in this price list.” under this heading. The Contractor may use a symbol of its choosing to highlight items in its price list that have expedited delivery: Contact Contractor

10c. Overnight and 2-day delivery. The Contractor will indicate whether overnight and 2-day delivery are available. Also, the Contractor will indicate that the schedule customer may contact the Contractor for rates for overnight and 2-day delivery: Contact Contractor

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10d. Urgent Requirements. The Contractor will note in its price list the “Urgent Requirements” clause of its contract and advise agencies that they can also contact the Contractor’s representative to effect a faster delivery: Contact Contractor

11. F.O.B Points(s): Destination

12a. Ordering Address(es): Same as Contractor

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

13. Payment address(es): Same as Contractor

14. Warranty provision: N/A

15. Export Packing Charges (if applicable): N/A

16. Terms and conditions of rental, maintenance, and repair (if applicable): N/A

17. Terms and conditions of installation (if applicable): N/A

18a. Terms and conditions of repair parts indicating date of parts price lists and any discounts from list prices (if applicable): N/A

18b. Terms and conditions for any other services (if applicable): N/A

19. List of service and distribution points (if applicable): N/A

20. List of participating dealers (if applicable): N/A

21. Preventive maintenance (if applicable): 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 for the information and communications technology (ICT) products and services and show where full details can be found (e.g. contractor’s website or other location.) ICT accessibility standards can be found at:

https://www.Section508.gov/. N/A

23. Unique Entity Identifier (UEI) number: GERULZQKGMA5

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

Registered.

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SCLS Statement: The Service Contract Labor Standards (SCLS), formerly the Service Contract Act (SCA,) is applicable to this contract as it applies to the entire Professional Services 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 tittles, 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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Service Descriptions SIN 561440

Commercial Tax Debt Collection ______________ Description of Service: Coast Professional, Inc. (Coast) provides debt collection services for various government clients with debt types including taxes, levies, liens, and fines/fees. These obligations are due from commercial entities, who are comprised of businesses who owe business tax obligations, property taxes, or other tax related debts to the government. Third-party debt collection activities include skip tracing, inbound/outbound phone calls, sending collection notices, debt validation and required disclosure activities, updating records, and providing customer service to debtors who owe the outstanding obligations, Coast negotiates full or partial payment, submits accounts for legal remedy when necessary, and processes administrative resolutions on behalf of the client. Administrative resolutions include the identification of closed businesses and those who have filed for bankruptcy. Tax related debt requires a significant physical and security infrastructure, as well as document handling requirements to meet IRS 1075 and/or 4812 minimum standards based on the level of data exchanged in the collection process.

Consumer Tax Debt Collection ______________ Description of Service: Coast Professional, Inc. (Coast) provides debt collection services for various government clients with debt types including taxes, levies, liens, and fines/fees. These obligations are related to consumers, who are individual taxpayers who owe for personal obligations such as individual income tax, property tax, property tax liens, etc. Third-party debt collection activities include skip tracing, inbound/outbound phone calls, sending collection notices, debt validation and required disclosure activities, updating records, and providing customer service to debtors who owe the outstanding obligations, Coast negotiates full or partial payment, submits accounts for legal remedy when necessary, and processes administrative resolutions on behalf of the client. Administrative resolutions include the identification of consumers who may be deceased, incarcerated or bankrupt. Tax related debt requires a significant physical and security infrastructure, as well as document handling requirements to meet IRS 1075 and/or 4812 minimum standards based on the level of data exchanged in the collection process.

High-Risk Debt Collection ______________ Description of Service: Coast Professional, Inc. (Coast) provides High-risk debt collection services to a variety of entities that need collection activities involving debt that is more likely to result in disputes, fraud, or financial loss for the creditor or collection agency. This can include specific industries and transactions involving high-value items or international sales. High-risk debt collection requires specialized handling and may involve higher fees, stricter contract terms, and greater scrutiny from payment processors.

Portfolio Management Debt Collection 2+ years ______________ Description of Service: Coast Professional, Inc. (Coast) provides debt collection services to entities who manage the portfolios of defaulted accounts for smaller entities. This includes potentially hundreds of debt types, including extensive training and quality control measures as a result. Commission fees for these types of debt are typically higher than other debt types due to administrative fees related to the portfolio manager and the advanced age of the debt. The portfolio manager, or manager of the debt, controls the collection activity of the accounts, many times providing collection services and/or billing initially on behalf of the represented client and then submitting to Coast for third party debt collection activities. These third-party debt collection activities include skip tracing, inbound/outbound phone

6 | P a g e calls, sending collection notices, updating records, and tracking the account life cycle. Coast negotiates full or partial payment, submits accounts for legal review, and processes administrative resolutions on behalf of the portfolio manager. Portfolio managers place debts based on their age, whether they have been in collections with another third-party debt collector, or based on the balance size of the defaulted accounts. Accounts have been managed by the portfolio manager for over two years and historically are more difficult to contact.

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Portfolio Management Debt Collection under 2 years ______________ Description of Service: Coast Professional, Inc. (Coast) provides debt collection services to entities who manage the portfolios of defaulted accounts for smaller entities. This includes potentially hundreds of debt types, including extensive training and quality control measures as a result. Commission fees for these types of debt are typically higher than other debt types due to administrative fees related to the portfolio manager. The portfolio manager, or manager of the debt, controls the collection activity of the accounts, many times providing collection services and/or billing initially on behalf of the represented client and then submitting to Coast for third party debt collection activities. These third-party debt collection activities include skip tracing, inbound/outbound phone calls, sending collection notices, updating records, and tracking the account life cycle. Coast negotiates full or partial payment, submits accounts for legal review, and processes administrative resolutions on behalf of the portfolio manager.

Portfolio managers place debts based on their age, whether they have been in collections with another third-party debt collector, or based on the balance size of the defaulted accounts. Accounts have been managed by the portfolio manager for less than two years.

Student Loan Administrative Resolutions ______________ Description of Service: Coast Professional, Inc. (Coast) provides private collection agency services to lenders of educational loans for defaulted Title IV student loan debts. This includes loans from the Federal Family Education Loan Program (FFELP), the William D. Ford Direct Loan Program (DL), Perkins Loans, along with various other loan types. Coast makes proactive outreach efforts to defaulted borrowers to help them establish repayment plans that satisfy the debt while respecting their individual situation. Additional services include processing incoming borrower correspondence, fielding inbound borrower communications, and sending mailed correspondence to borrowers. Administrative resolution is a key element of resolving accounts for clients who place these types of debt and requires very specialized and targeted skip tracing and document retrieval efforts. Administrative resolutions include identifying borrowers who cannot pay due to being deceased, incarcerated, permanently disabled or bankrupt. Accounts that qualify for administrative resolution range in age from less than one (1) to 50+ years past due.

Student Loan Consolidations ______________ Description of Service: Coast Professional, Inc. (Coast) provides private collection agency services to lenders of educational loans for defaulted Title IV student loan debts. This includes loans from the Federal Family Education Loan Program (FFELP), the William D. Ford Direct Loan Program (DL), Perkins Loans, along with various other loan types. Coast makes proactive outreach efforts to defaulted borrowers to help them establish repayment plans that satisfy the debt while respecting their individual situation. Additional services include processing incoming borrower correspondence, fielding inbound borrower communications, and sending mailed correspondence to borrowers. Specific collection services include consolidations, which are the combination of several loans into one loan with a fixed interest rate based on the average of the interest rates on the loans being consolidated. In order to consolidate student loans, collection agents must walk borrowers through a loan consolidation paperwork and process. Defaulted accounts range in age from less than one (1) to 50+ years past due.

Student Loan Regular Collections - All States Other Than Connecticut ______________ Description of Service: Coast Professional, Inc. (Coast) provides private collection agency services to lenders of educational loans for defaulted Title IV student loan debts. This includes loans from the Federal Family Education Loan Program (FFELP), the William D. Ford Direct Loan Program (DL), Perkins Loans, along with various other loan types. Coast makes proactive outreach efforts to defaulted borrowers to help them establish repayment plans that satisfy the debt while respecting their individual

8 | P a g e situation. Additional services include processing incoming borrower correspondence, fielding inbound borrower communications, and sending mailed correspondence to borrowers. Specific collection services include balance in full, compromises, establishing borrower payment arrangements, and standard repayment, as well as verifying and submitting accounts to Administrative Wage Garnishment (AWG); Administrative Wage Garnishment is a practice allowed by some clients in which borrowers’ wages are garnished directly from employers if they have an eligible amount of income and will not make voluntary payments. Defaulted accounts range in age from less than one (1) to 50+ years past due.

Student Loan Regular Collections – Connecticut ______________ Description of Service: Coast Professional, Inc. (Coast) provides private collection agency services to lenders of educational loans for defaulted Title IV student loan debts. This includes loans from the Federal Family Education Loan Program (FFELP), the William D. Ford Direct Loan Program (DL), Perkins Loans, along with various other loan types. Coast makes proactive outreach efforts to defaulted borrowers to help them establish repayment plans that satisfy the debt while respecting their individual situation. Additional services include processing incoming borrower correspondence, fielding inbound borrower communications, and sending mailed correspondence to borrowers. Specific collection services include balance in full, compromises, establishing borrower payment arrangements, and standard repayment, as well as verifying and submitting accounts to Administrative Wage Garnishment (AWG); Administrative Wage Garnishment is a practice allowed by some clients in which borrowers’ wages are garnished directly from employers if they have an eligible amount of income and will not make voluntary payments. Defaulted accounts range in age from less than one (1) to 50+ years past due.

Student Loan Rehabilitation ______________ Description of Service: Coast Professional, Inc. (Coast) provides private collection agency services to lenders of educational loans for defaulted Title IV student loan debts. This includes loans from the Federal Family Education Loan Program (FFELP), the William D. Ford Direct Loan Program (DL), Perkins Loans, along with various other loan types. Coast makes proactive outreach efforts to defaulted borrowers to help them establish repayment plans that satisfy the debt while respecting their individual situation. Additional services include processing incoming borrower correspondence, fielding inbound borrower communications, and sending mailed correspondence to borrowers. Specific collection services include establishing qualifying repayments in the Loan Rehabilitation Program. The Loan Rehabilitation Program is an established repayment plan which allows defaulted borrowers to regain good standing, including all benefits available prior to default. In order to qualify for the Loan Rehabilitation plan, borrowers must provide proof of income, sign a repayment agreement, and make nine qualifying payments over a ten-month period. Defaulted accounts range in age from less than one

(1) to 50+ years past due.

SCLS Statement: The Service Contract Labor Standards (SCLS), formerly the Service Contract Act (SCA,) is applicable to this contract as it applies to the entire Professional Services 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 tittles, 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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Coast Professional, Inc. – Description of Services Provided Coast Professional, Inc. is an accounts receivable management company, dedicated to the respectful and ethical collection of higher education and government debt. Coast provides professional collection services to over 200 campus-based colleges, universities, and government clients. Coast was recognized for the fourth time as one of the Best Places to Work in Collections by insideARM.com and Best Companies Group. Since 1976, Coast has worked closely with clients to increase recoveries by assisting consumers in resolving their financial obligations. Coast’s success is exemplified by exceptional recoveries, superior service and dedication to the highest levels of compliance. For more information, visit https://www.coastprofessional.com.