MAS - David Jones CPA PC - 47QREA19D0008

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 GSA Advantage!® is: GSAAdvantage.gov.

Multiple Award Schedule

FSC Group: Human Capital FSC Class: R499

Contract number: 47QREA19D0008

For more information on ordering from Federal Supply Schedules go to the GSA Schedules page at GSA.gov.

Contract period: November 19, 2018, through November 18, 2023

David Jones, CPA PC 827 Fairways Court, Suite 304, Stockbridge, GA 30281 Phone: 404.683.1788 www.djcpas.com

Business size: Small Business

Price list current as of Modification #PO-0002 effective 06/05/2019

Prices Shown Herein are Net (discount deducted)

CAPABILITY STATEMENT

Founded in 2007, David Jones, CPA (DJCPA) is an Atlanta based Service Disabled Veteran Owned Small Business (SDVOSB). It is a professional services firm that leverages the skills of CPAs, Attorneys, and other professionals to provide a comprehensive array of specialized services including Federal Sector EEO Investigations, Fact-Finding Services, EEO Training, Counseling, Mediation/ADR, Forensic Accounting, Federal Employment Background Investigations, Property Management, and Tenant Relocation Services. DJCPAs’ EEO Investigators have expertise in employment laws and regulations and have extensive knowledge of employment statutes. Lawyers in the firm have worked as Mediators, Senior Trial Attorneys, and Special Counsels.

DJCPA has unique insight into the workings and culture of the Federal Government. All key personnel are highly credentialed and have a wealth of experience operating successful businesses, administering private and public (state and federal) programs, and leading teams. Each principal on this project is uniquely positioned to provide high-quality investigative services and has first-hand knowledge of several Federal agencies’ EEO investigative process as each has completed investigations through subcontracting agreements.

Mission The mission of DJCPA is to deliver the highest quality investigative services in the areas of Equal Employment Opportunity (EEO), financial-related, and background investigations while ensuring compliance with applicable laws, policies, and guidelines. These services will be delivered by highly skilled professionals who are committed to providing outcomes that are appropriate, accurate, and acceptable by industry standards.

VISION

The vision of David Jones, CPA PC is to be recognized as the foremost expert among small-business investigative services in the Metro Atlanta area, delivering the most in service, skills, and satisfaction.

CORE COMPETENCIES

Dedicated to every client and Determined to deliver results Just and fair in every investigation Competent in knowledge, skills, and abilities, and Confidential in handling information entrusted to us Professional in our interactions and Proficient in providing a quality product/service Accurate with and Accountable for the information we provide to our customers

KEY MARKETING INITIATIVES

CONTACT INFORMATION: Mr. David Jones, President, 827 Fairways Court, Suite #304, Stockbridge, GA 30281, Mobile: 404.683.1788, FAX: 678-782-6655; jonesd@djcpas.com; www.djcpas.com

CORPORATE AND KEY PERSONNEL PROFILE

David Jones, CPA, Project Manager and President, retired after spending 24 years with the IRS in the Civil and Criminal Divisions, where he worked as an Auditor, Special Agent Investigator, and Supervisory Special Agent. Since 2010, he has conducted Federal Background Investigator for the Federal Office of Personnel Management and the U. S. Air Force. He served three years as a Senior Financial Investigator providing consulting services to the U.S. Department of State, Diplomatic Security Service. For more than six years, he has conducted EEO investigations as a subcontractor and for his firm, David Jones CPA PC. Additionally, he has utilized his skills developed as a career criminal investigator to conducted highly sensitive EEO investigation involving personnel at the U.S. Secret Service.

Mr. Jones is a Vietnam Era Veteran of the U.S. Army and holds an MBA degree and a BBA degree in Management with a minor in Accounting. He is a Certified Public Accountant, a Certified Fraud Examiner, Certified in Financial Forensics, Certified EEO Investigator, and a Licensed Private Detective. Mr. Jones is responsible for ensuring compliance with all regulatory standards and managing all fiscal matters. Mr. Jones is responsible for working directly with all subcontractors. He is the point of contact for operational questions and daily operations.

Linda Buffer, Assistant Project Manager, retired as an Assistant District Manager for The Department of Veterans Affairs, Office of Resolution Management. During her career, she served as an Investigator Team Leader, Investigator, and EEO Specialist. She managed, supervised, timely processed EEO complaints, monitored workloads, managed and trained Case Managers, Investigators, Counselors, Alternative Dispute Resolution Specialists, and EEO Program Assistants. She was the primary advisor to the District Manager and an EEO Technical Advisor to Regional Counsel.

She Investigated over 300 investigations within established timeframes by conducting on-site and telephonic investigations (i.e., interview of witnesses/affiants, preparation of affidavits, and development and retrieval of pertinent documents). She is a trained Certified mediator/Alternative Dispute Resolution (ADR) Specialist; she is certified in Conflict Management and Mediation; trained Supervisory, EEO Counselor, and EEO Investigator. Ms. Buffer is the alternate point of contact for operational questions and for daily operations.

Ms. Andrea M. Harper, Esq, Subject Matter Expert, was a Senior Attorney for the U.S. Department of Transportation (FAA). She previously defended that Agency in complaints of unlawful discrimination before the EEOC and complaints of adverse actions and/or discrimination before the Merit Systems Protection Board. Ms. Harper was responsible for preparing litigation reports to assist the assigned U.S. Attorney in defending cases, attending settlement conferences as the Agency’s representative, and assisting in preparing witness testimony for trial. She provided advice to Human Resources, Labor Relations, and managers regarding personnel and labor matters. Ms. Harper was also an instructor for EEO Training for Managers in the FAA.

Ms. Teresa Todd, CPA, Operations Compliance Manager, has over 30 years of accounting, financial management, and asset management experience in government and private, non-profit business sectors, with expertise in financial auditing and investigation, budgeting, accounting, and procurement policy development. She is skilled at analyzing financial activity, addressing trends and variances, and preparing accurate reports. Ms. Todd is a Certified and experienced EEO Investigator. Ms. Todd is responsible for assisting with quality assurance reviews and the development of policies and operational procedures. She also is responsible for providing IT (information technology) support and troubleshooting IT concerns.

Certification: 8(a) Business, Minority Owned Business, Service Disabled Veteran Owned, CPA: State of Georgia, Certificate of Admission-Attorney, Credentialed Federal Background Investigator, Certified EEO Investigators, and Private Investigation Agency.

DUNS: 800771896 CAGE: 4SQ30

CUSTOMER INFORMATION

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

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 Below

2. Maximum order: $1,000,000

3. Minimum order: $100

4. Geographic coverage (delivery area). 48 States, DC

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

6. Discount from list prices or statement of net price. Net prices are included on this price list.

7. Quantity discounts. None

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

9. Foreign items (list items by country of origin). Not Applicable

10a. Time of delivery. Contractor will adhere to the delivery schedule as specified in the agency’s purchase orders and in accordance with applicable EEO regulations

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

10c. Overnight and 2-day delivery. Contact contractor for expedited delivery

10d. Urgent Requirements. Contact contractor for expedited delivery

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

12a. Ordering address(es). 827 Fairways Court, Suite 304, Stockbridge, GA 30281

12b. Ordering procedures: For supplies and services, the ordering procedures, information on Blanket Purchase Agreements (BPA’s) are found in Federal Acquisition Regulation (FAR) 8.405-3.

13. Payment address(es). 827 Fairways Court, Suite 304, Stockbridge, GA 30281

14. Warranty provision. The contractor warrants and implies that the items delivered hereunder are merchantable and fit for the particular purpose described in this contract.

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 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/.

Not Applicable

23. Data Universal Number System (DUNS) number. 800771896

24. Notification regarding registration in System for Award Management (SAM) database. Contractor registered and active in SAM

Pricing

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