MAS - Accounting Transfer Solutions LLC - 47QRAA24D00A3

Accounting Transfer Solutions LLC

General Services Administration

Federal Acquisition Service Authorized Federal Supply Schedule FSS Price List

Multiple Award Schedule FSC Group: Professional Services

Contract number: 47QRAA24D00A3 Contract period: July 3, 2024 through July 2, 2029

1629 K Street NW, Suite 300

Washington DC, 20006

Phone: (202) 355 3505

Fax: (202) 838 8174

Website: www.accountingtransfer.com

Business Size: Small Business

Contact Person:

Darren Chapin, CPA

Phone: (202) 538 1719

Email: dchapin@accountingtransfer.com

For more information on ordering, go to the following website:

https://www.gsa.gov/schedules Price list current as of July 3, 2024

Prices Shown Herein are Net (discount deducted)

Online access to contract ordering information, terms and conditions, pricing, and the option to create an electronic delivery order are available through GSA Advantage!®. The website for GSA Advantage!® is: https://www.GSAAdvantage.gov.

http://www.accountingtransfer.com/ http://www.gsa.gov/schedules http://www.gsaadvantage.gov/

CUSTOMER INFORMATION

1a. Table of awarded special item number(s) with appropriate cross-reference to item descriptions and awarded price(s).

SINs Recovery SIN Title

541211 541211RC Auditing Services

541611 541611RC Management and Financial Consulting, Acquisition and Grants Management

Support, and Business Program and Project

Management Services

OLM OLMSTLOC

OLMRC

Order-Level Materials (OLM’s)

1b. Identification of the lowest priced model number and lowest unit price for that model for each special item number awarded in the contract. This price is the Government price based on a unit of one, exclusive of any quantity/dollar volume, prompt payment, or any other concession affecting price. Those contracts that have unit prices based on the geographic location of the customer, should show the range of the lowest price, and cite the areas to which the prices apply.

Labor Category

Year 1 7/3/24- 7/2/25

Year 2 7/3/25- 7/2/26

Year 3 7/3/26- 7/2/27

Year 4 7/3/27- 7/2/28

Year 5 7/3/28- 7/2/29

Principal/Partner

$181.76

$186.13

$190.59

$195.16

$199.85

Senior Manager

$163.59

$167.52

$171.54

$175.66

$179.87

Manager

$136.32

$139.60

$142.95

$146.39

$149.90

Supervisory

Consultant/Accountant/Auditor

$122.28

$125.21

$128.21

$131.28

$134.44

Senior Consultant/ Accountant/Auditor

$104.93

$107.45

$110.03

$112.66

$115.37

Staff Consultant/

Accountant/Auditor

$90.88

$93.06

$95.29

$97.58

$99.92

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.

Principal/Partner

Education: Bachelor’s

Experience: Minimum of 10 years.

License or Certification: CPA, CIA, CGFM or other equivalent certification

Responsibilities: Responsible for clients’ relationship management and overall management of the engagement including scope, direction and completion of an engagement. Monitors and oversee the status of the engagement, and quality control.

Senior Manager

Experience: Minimum of 8 years.

License or Certification: CPA, CIA, CGFM or other equivalent certification

Responsibilities: Manage and supervise project teams, monitor engagement budget, develop, plan and help develop and assign tasks to project teams, advice and consult with principal/partners of all significant engagement matters, review work-papers, and review draft reports and other deliverables drafting of reports.

Manager

Experience: Minimum of 6 years.

License or Certification: CPA, CIA, CGFM or other equivalent certification

Responsibilities: Manage project teams, including on-site management; provide quality control and monitor engagement budgets; plan and assign tasks to project teams, and act as liaison between project team and project senior manager, partner/principal; and review work papers, and provide technical assistance to client and team members

Supervisory Consultant/Accountant/Auditor

Education: Bachelor's

Experience: Minimum of 4 years

License or Certification: CPA, CIA, CGFM or other equivalent certification not requried by strongly encouraged.

Responsibilities: Supervise senior and staff auditors and accountants; provide technical guidance on assignments; independently lead and perform major segments of engagement;

serve as liaison between staff and manager.

Senior Consultant, Auditor/Accountant

Experience: Minimum of 3 years

License or Certification: CPA, CIA, CGFM or other equivalent certification not requried by strongly encouraged.

Responsibilities: Perform field work or on-site work assignments; supervise and review staff work products and deliverables.

Staff Consultant/Auditor/Accountant

Experience: Minimum 1 year

License or Certification: CPA, CIA, CGFM or other equivalent certification not requried by strongly encouraged.

Responsibilities: Perform assigned tasks in accordance with directions provided by seniors and managers, including preparing workpapers, testing, participating in meetings, and interacting with client personnel.

2. Maximum order: $1,000,000

3. Minimum Order: $100

4. Geographic coverage (delivery area). Domestic

5. Point(s) of production (city, county, and State or foreign country). Same as company address

6. Discount from list prices or statement of net price. Government Net Prices (discounts already deducted.)

7. Quantity discounts

Task order value: Discount

$50,000.00 – 100,000.00 1%

$100,001.00 – 200,000.00 2%

Exceeding 200,001.00 3%

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). Not Applicable

10a. Time of delivery. (Contractor insert number of days.) To Be Determined at the Task Order level

10b. Expedited Delivery. Items available for expedited delivery are noted in this price list. To

Be Determined at the Task Order level

10c. Overnight and 2-day delivery. To Be Determined at the Task Order level

10d. Urgent Requirements. To Be Determined at the Task Order level

11. F.O.B. point(s). Destination

12a. Ordering address(es). Contractor Address

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

13. Payment address(es). Contractor Address

14. Warranty provision. Standard Commercial Warranty Terms & Conditions

15. Export packing charges, if applicable. Not Applicable

16. Terms and conditions of rental, maintenance, and repair (if applicable). Not Applicable

17. Terms and conditions of installation (if applicable). Not Applicable

18a. Terms and conditions of repair parts indicating date of parts price lists and any discounts from list prices (if applicable). Not Applicable

18b. Terms and conditions for any other services (if applicable). Not Applicable

19. List of service and distribution points (if applicable). Not Applicable

20. List of participating dealers (if applicable). Not Applicable

21. Preventive maintenance (if applicable). Not Applicable

22a. Special attributes such as environmental attributes (e.g., recycled content, energy efficiency, and/or reduced pollutants). Not Applicable

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/. Not Applicable

23. Unique Entity Identifier (UEI) number. YNF9TXTR35V6

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

Contractor registered and active in SAM http://www.section508.gov/