MAS - The Riggs Group, P.C. - 47QTCA20D00EM

THE RIGGS GROUP, P.C.

Accountants and Consultants 1700 Rockville Pike, Suite 400, Rockville, MD 20852 Phone: 301-941-1955 Email: mainoffice@theriggsgroup.com

THE RIGGS GROUP, P.C.

Accountants and Consultants 1700 Rockville Pike, Suite 400, Rockville, MD 20852 Phone: 301-941-1955 Email: mainoffice@theriggsgroup.com

General service administration Federal Acquisition Service 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 for GSA Advantage!™, is: http://www.gsaadvantage.gov

AUTHORIZED FEDERAL SUPPLY MAS SCHEDULE PRICELIST

Contract Number: 47QTCA20D00EM Contract Period: September 3, 2020 – September 2,2025 The Riggs Group, P.C.

Business Size: Small, Disadvantaged Office: 301 941-1955 Fax: 301-881-6898 www.theriggsgroup.com For more information on ordering from Federal Supply Schedules click on the FSS Schedules button at: http://www.fss.gsa.gov.

Table of Contents 51.0

CONTRACTOR ORDERING ADDRESS AND PAYMENT INFORMATION

51.1.

Contractor information

51.2.

Contract Administrator

51.3.

Government pricing

61.4.

Maximum Order

61.5.

minimum order

61.6.

Geographic coverage

61.7.

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

61.8.

Discount from list prices or statement of net price

61.9.

Quantity Discounts

61.10.

Prompt payment terms

61.11.

Government purchase cards

61.12.

Government purchase cards Notification

71.13.

Foreign Items

71.14.

Time of delivery:

71.15.

Expedited Delivery

71.16.

Overnight and second day delivery

71.17.

TRADE AGREEMENT ACT OF 1979, AS AMENDED

71.18.

FOB Point(s)

71.19.

Ordering

71.20.

Payment Address(s)

81.21.

Service contract act (SCA)

81.22.

Warranty provision

81.23.

Export Packing Charges (if applicable)

81.24.

Terms and conditions of Government purchase card acceptance (any thresholds above the micro-purchase level)

81.25.

Terms and conditions of rental, maintenance, and repair (if applicable)

81.26.

Terms and conditions of installation (if applicable)

81.27.

Terms and conditions of repair parts indicating date of parts price lists and any discounts from list prices (if applicable)

91.28.

Terms and conditions of for any other services (if applicable)

91.29.

List of service and distribution points (if applicable)

91.30.

List of participating dealers (if applicable)

91.31.

Preventative Maintenance (if applicable)

91.32.

Special attributes such as environmental attributers (e.g., recycled content, energy efficiency, and/or reduced pollutants)

91.33.

Section 508

91.34.

Data Universal Numbering System (DUNS) number

91.35.

Notification regarding registration in System awaRD management.

91.36.

Firm Fixed Price (FFP)

101.37.

Government Awarded prices (Net Prices)

102.0

CONTRACTOR COMMITMENTS, WARRANTIES AND REPRESENTATIONS

102.1.

Liability for injury or damage

102.2.

STASTICAL DATA FOR GOVERNMENT ORDERING OFFICE COMPLETION OF STANDARD FORM 279:

102.3.

Cage Code:

102.4.

Registration with SAM

102.5.

federal information processing standards publications (fips pubs)

112.6.

FEDERAL TELECOMMUNICATIONS STANDARDS (FED-STDS):

112.7.

SECURITY REQUIREMENTS

112.8.

OVERSEAS ACTIVITIES

122.9.

BLANKET PURCHASE AGREEMENTS (BPAs)

122.10.

CONTRACTOR TEAM ARRANGEMENTS

122.11.

SECTION 508 COMPLIANCE.

132.12.

PRIME CONTRACTOR ORDERING FROM FEDERAL SUPPLY SCHEDULES

133.0 TERMS AND CONDITIONS APPLICABLE TO PROFESSIONAL SERVICES AND ELECTRONIC COMMERCE (EC) SERVICES

133.1.

SCOPE

133.2.

PERFORMANCE INCENTIVES (I-FCI-60) (MAY 2003)

143.3.

ORDER

143.4.

PERFORMANCE OF SERVICES

143.5.

INSPECTION OF SERVICES

153.6.

RESPONSIBILITIES OF THE CONTRACTOR

153.7.

RESPONSIBILITIES OF THE ORDERING ACTIVITY

153.8.

INDEPENDENT CONTRACTOR

153.9.

INVOICES

153.10.

PAYMENTS

163.11.

Resumes

163.12.

INCIDENTAL SUPPORT COSTS

163.13.

APPROVAL OF SUBCONTRACTS

164.0 Definition of Labor Categories –MAS Schedule

5.0 Pricing for MAS Schedule Services 6.0

BLANKET PURCHASE AGREEMENT

BASIC GUIDELINES FOR USING “CONTRACTOR TEAM ARRANGEMENTS”

INFORMATION FOR ORDERING ACTIVITIES

APPLICABLE TO ALL SPECIAL ITEM NUMBERS

SPECIAL NOTICE TO AGENCIES: Small Business Participation SBA strongly supports the participation of small business concerns in the Federal Supply Schedules Program. To enhance Small Business Participation, SBA policy allows agencies to include in their procurement base and goals the dollar value of orders expected to be placed against the Federal Supply Schedules, and to report accomplishments against these goals.

For orders exceeding the micro-purchase threshold, FAR 8.404 requires agencies to consider the catalogs/pricelists of at least three schedule contractors or consider reasonably available information by using the GSA Advantage!( on-line shopping service (www.fss.gsa.gov). The catalogs/pricelists, GSA Advantage!( and the Federal Supply Service Home Page (www.fss.gsa.gov) contains information on a broad array of products and services offered by small business concerns.

This information should be used as a tool to assist ordering activities in meeting or exceeding established small business goals. It should also be used as a tool to assist in including small, small disadvantaged, and women-owned small businesses among those considered when selecting pricelists for a best value determination. For orders exceeding the micro-purchase threshold, customers are to give preference to small business concerns when two or more items at the same delivered price will satisfy their requirement.

1.0 CONTRACTOR ORDERING ADDRESS AND PAYMENT INFORMATION

Federal Supply Group:

MAS Schedule Contractor Number:

47QTCA20D00EM

Contract Period:

September 3, 2020 – September 2, 2025

1.1. Contractor information

Ordering and Payment Address:

Company Information:

The Riggs Group, P.C.

Company Address:

1700 Rockville Pike, Ste.400 Rockville, MD 20852 Telephone:

301 941-1955 Fax:

301-881-6898 Website:

www.theriggsgroup.com Business Size:

Small, Disadvantaged

1.2. Contract Administrator

Joe Farquharson jfarquharson@theriggsgroup.com Office:

301 941-1955 Fax:

301-881-6898

1.3. Government pricing

I. Table of Awarded Special Item Number(s) with appropriate cross-reference to page numbers: 54151S, 541211 II. Identification of the lowest priced model number and lowest unit price for that model for each special item number awarded in the contract. The price is the Government price based on the unit of one, exclusive of any quantity/dollar volume, prompt payment, or any other concessions 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.

III. 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.

1.4. Maximum Order

SIN 54151S: $500,000.00

SIN 541211: $1,000,000.00

1.5. minimum order $100.00

1.6. Geographic coverage

Domestic only.

1.7. Point(s) of production (city, county, and state or foreign country) 1700 Rockville Pike, Ste.400

Rockville, MD 20852

1.8. Discount from list prices or statement of net price

Government net prices (discounts already deducted) - Price at the end of document.

1.9. Quantity Discounts

None offered.

1.10. Prompt payment terms

Discount 1 : 1 % if Payment is made within 20 days

Discount 2 : 0 % if Payment is made within 0 days

Net 30 days

1.11. Government purchase cards

Government purchase cards are accepted at or below the micro-purchase threshold.

1.12. Government purchase cards Notification

For notification on whether Government purchase cards are accepted above the micro-purchase threshold: will not accept over $3,000

1.13. Foreign Items

None.

1.14. Time of delivery:

Specified on the Task order.

1.15. 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

1.16. Overnight and second 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

1.17. TRADE AGREEMENT ACT OF 1979, AS AMENDED

All items are U.S. made end products, designated country end products, Caribbean Basin country end products, Canadian end products, or Mexican end products as defined in the Trade Agreements Act of 1979, as amended.

1.18. FOB Point(s)

Destination.

1.19. Ordering

For supplies and services, the ordering procedures, information on Blanket Purchase Agreements (BPS’s), and a sample BPA can be found at the GSA/FSS Schedule homepage (fss.gsa.gov/schedules)

1.20. Payment Address(s)

The Riggs Group, P.C.

1700 Rockville Pike, Ste.400

Rockville, MD 20852

1.21. Service contract act (SCA)

The Service Contract Act (SCA) is applicable to this contract as it applies to the entire Mission Oriented Business Integrated Services (MOBIS) Schedule and all services provided. While no specific labor categories have been identified as being subject to SCA 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 SCA eligible labor categories. If and / or when the contractor adds SCA labor categories / employees to the contract through the modification process, the contractor must inform the Contracting Officer and establish a SCA matrix identifying the GSA labor category titles, the occupational code, SCA labor category titles and the applicable WD number. Failure to do so may result in cancellation of the contract.

1.22. Warranty provision

Contractor’s standard commercial warranty

1.23. Export Packing Charges (if applicable)

N/A

1.24. Terms and conditions of Government purchase card acceptance (any thresholds above the micro-purchase level) Contact Contractor.

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

1.26. Terms and conditions of installation (if applicable)

N/A

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

1.28. Terms and conditions of for any other services (if applicable) N/A

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

1.30. List of participating dealers (if applicable)

N/A

1.31. Preventative Maintenance (if applicable)

N/A

1.32. Special attributes such as environmental attributers (e.g., recycled content, energy efficiency, and/or reduced pollutants) N/A

1.33. Section 508

Section 508 compliance 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/

1.34. Data Universal Numbering System (DUNS) number

805162740

1.35. Notification regarding registration in System awaRD management.

Registered.

1.36. Firm Fixed Price (FFP)

Contractor will accept FFP.

1.37. Government Awarded prices (Net Prices)

See price list in document.

2.0 CONTRACTOR COMMITMENTS, WARRANTIES AND REPRESENTATIONS

2.1. Liability for injury or damage

The Contractor shall not be liable for any injury to ordering activity personnel or damage to ordering activity property arising from the use of equipment maintained by the Contractor, unless such injury or damage is due to the fault or negligence of the Contractor.

2.2. STASTICAL DATA FOR GOVERNMENT ORDERING OFFICE COMPLETION OF STANDARD FORM 279:

Block 9: G. Order/Modification Under Federal Schedule Block 16: Data Universal Numbering System (DUNS) Number: 805162740 Block 30: Type of Contractor: Small Disadvantaged Block 31: Owned Small Business: Yes Block 36: Contractor's Taxpayer Identification Number (TIN): Contact Contractor

2.3. Cage Code:

8HN78

2.4. Registration with SAM

Contractor has registered with the System Award Management.

2.5. federal information processing standards publications (fips pubs) Information Technology products under this Schedule that do not conform to Federal Information Processing Standards (FIPS) should not be acquired unless a waiver has been granted in accordance with the applicable "FIPS Publication." Federal Information Processing Standards Publications (FIPS PUBS) are issued by the U.S. Department of Commerce, National Institute of Standards and Technology (NIST), pursuant to National Security Act. Information concerning their availability and applicability should be obtained from the National Technical Information Service (NTIS), 5285 Port Royal Road, Springfield, Virginia 22161. FIPS PUBS include voluntary standards when these are adopted for Federal use. Individual orders for FIPS PUBS should be referred to the NTIS Sales Office, and orders for subscription service should be referred to the NTIS Subscription Officer, both at the above address, or telephone number (703) 487-4650.

2.6. FEDERAL TELECOMMUNICATIONS STANDARDS (FED-STDS):

Telecommunication products under this Schedule that do not conform to Federal Telecommunication Standards (FED-STDS) should not be acquired unless a waiver has been granted in accordance with the applicable "FED-STD." Federal Telecommunication Standards are issued by the U.S. Department of Commerce, National Institute of Standards and Technology (NIST), pursuant to National Security Act. Ordering information and information concerning the availability of FED-STDS should be obtained from the GSA, Federal Supply Service, Specification Section, 470 East L’Enfant Plaza, Suite 8100, SW, Washington, DC 20407, telephone number (202)619-8925. Please include a self-addressed mailing label when requesting information by mail. Information concerning their applicability can be obtained by writing or calling the U.S. Department of Commerce, National Institute of Standards and Technology, Gaithersburg, MD 20899, telephone number (301)975-2833.

2.7. SECURITY REQUIREMENTS

In the event security requirements are necessary, the ordering activities may incorporate, in their delivery orders, a security clause in accordance with current laws, regulations, and individual ordering activity policy; however, the burden of administering the security requirements shall be with the ordering activity. If any costs are incurred as a result of the inclusion of security requirements, such costs will not exceed ten percent (10%) or $100,000, of the total dollar value of the order, whichever is less.

2.8. OVERSEAS ACTIVITIES

The terms and conditions of this contract shall apply to all orders for installation, maintenance and repair of equipment in areas listed in the pricelist outside the 48 contiguous states and the District of Columbia, except as indicated below:

Upon request of the Contractor, the ordering activity may provide the Contractor with logistics support, as available, in accordance with all applicable ordering activity regulations. Such ordering activity support will be provided on a reimbursable basis and will only be provided to the Contractor's technical personnel whose services are exclusively required for the fulfillment of the terms and conditions of this contract.

2.9. BLANKET PURCHASE AGREEMENTS (BPAs)

Federal Acquisition Regulation (FAR) 13.303-1(a) defines Blanket Purchase Agreements (BPAs) as “…a simplified method of filling anticipated repetitive needs for supplies or services by establishing ‘charge accounts’ with qualified sources of supply.” The use of Blanket Purchase Agreements under the Federal Supply Schedule Program is authorized in accordance with FAR 13.303-2(c)(3), which reads, in part, as follows:

“BPAs may be established with Federal Supply Schedule Contractors, if not inconsistent with the terms of the applicable schedule contract.”

Federal Supply Schedule contracts contain BPA provisions to enable schedule users to maximize their administrative and purchasing savings. This feature permits schedule users to set up “accounts” with Schedule Contractors to fill recurring requirements. These accounts establish a period for the BPA and generally address issues such as the frequency of ordering and invoicing, authorized callers, discounts, delivery locations and times. Agencies may qualify for the best quantity/volume discounts available under the contract, based on the potential volume of business that may be generated through such an agreement, regardless of the size of the individual orders. In addition, agencies may be able to secure a discount higher than that available in the contract based on the aggregate volume of business possible under a BPA. Finally, Contractors may be open to a progressive type of discounting where the discount would increase once the sales accumulated under the BPA reach certain prescribed levels. Use of a BPA may be particularly useful with the new Maximum Order feature. See the Suggested Format, contained in this Schedule Pricelist, for customers to consider when using this purchasing tool.

2.10. CONTRACTOR TEAM ARRANGEMENTS

Contractors participating in contractor team arrangements must abide by all terms and conditions of their respective contracts. This includes compliance with Clauses 552.238-74, Contractor’s Reports of Sales and 552.238-76, Industrial Funding Fee, i.e., each contractor (team member) must report sales and remit the IFF for all products and services provided under its individual contract.

2.11. SECTION 508 COMPLIANCE.

If applicable, Section 508 compliance information on the supplies and services in this contract are available in Electronic and Information Technology (EIT) at the following:

www.Section508.gov/.

2.12. PRIME CONTRACTOR ORDERING FROM FEDERAL SUPPLY SCHEDULES

Prime Contractors (on cost reimbursement contracts) placing orders under Federal Supply Schedules, on behalf of an ordering activity, shall follow the terms of the applicable schedule and authorization and include with each order –

a. A copy of the authorization from the ordering activity with whom the contractor has the prime contract (unless a copy was previously furnished to the Federal Supply Schedule contractor); and

b. The following statement:

This order is placed under written authorization from _______ dated _______. In the event of any inconsistency between the terms and conditions of this order and those of your Federal Supply Schedule contract, the latter will govern.

3.0 TERMS AND CONDITIONS APPLICABLE TO Professional services

3.1. SCOPE

a. The prices, terms and conditions stated under Special Item Numbers for Professional Services and Special Item Numbers for Electronic Commerce Services apply exclusively to Professional Services within the scope of this Schedule.

b. The Contractor shall provide services at the Contractor’s facility and/or at the ordering activity location, as agreed to by the Contractor and the ordering activity.

3.2. PERFORMANCE INCENTIVES (I-FCI-60) (MAY 2003)

Performance incentives may be agreed upon between the Contractor and the ordering activity on individual orders or Blanket Purchase Agreements, under this contract in accordance with this clause.

The ordering activity must establish a maximum performance incentive price for these services and/or total solutions, on individual orders or Blanket Purchase Agreements.

Incentives should be designed to relate results achieved by the contractor to specified targets. To the maximum extent practicable, ordering activities shall consider establishing incentives where performance is critical to the ordering activity’s mission and incentives are likely to motivate the contractor. Incentives shall be based on objectively measurable tasks.

**NOTE: Include paragraph 3 BELOW only if hourly rates for Professional Services are offered. If the Professional Services are firm-fixed price solutions for a specifically defined service or task, use FAR 8.404 ordering procedures. FAR 8.404 is provided under item 12, Information for Ordering Activities Section of the pricelist. **

3.3. ORDER

a. Agencies may use written orders, EDI orders, blanket purchase agreements, individual purchase orders, or task orders for ordering services under this contract. Blanket Purchase Agreements shall not extend beyond the end of the contract period; all services and delivery shall be made and the contract terms and conditions shall continue in effect until the completion of the order. Orders for tasks which extend beyond the fiscal year for which funds are available shall include FAR 52.232-19 Availability of Funds for the Next Fiscal Year. The purchase order shall specify the availability of funds and the period for which funds are available.

b. All task orders are subject to the terms and conditions of the contract. In the event of conflict between a task order and the contract, the contract will take precedence.

3.4. PERFORMANCE OF SERVICES

a. The Contractor shall commence performance of services on the date agreed to by the Contractor and the ordering activity.

b. The Contractor agrees to render services only during normal working hours, unless otherwise agreed to by the Contractor and the ordering activity.

c. The ordering activity should include the criteria for satisfactory completion for each task in the Statement of Work or Delivery Order. Services shall be completed in a good and workmanlike manner.

d. Any Contractor travel required in the performance of Professional Services must comply with the Federal Travel Regulation or Joint Travel Regulations, as applicable, in effect on the date(s) the travel is performed. Established Federal Government per diem rates will apply to all Contractor travel. Contractors cannot use GSA city pair contracts.

3.5. INSPECTION OF SERVICES

The Inspection of Services–Fixed Price (AUG 1996) clause at FAR 52.246-4 applies to firm-fixed price orders placed under this contract. The Inspection–Time‑and‑Materials and Labor-Hour (JAN 1986) clause at FAR 52.246-6 applies to time‑and‑materials and labor‑hour orders placed under this contract.

3.6. RESPONSIBILITIES OF THE CONTRACTOR

The Contractor shall comply with all laws, ordinances, and regulations (Federal, State, City, or otherwise) covering work of this character. If the end product of a task order is software, then FAR 52.227-14 Rights in Data – General, may apply.

3.7. RESPONSIBILITIES OF THE ORDERING ACTIVITY

Subject to security regulations, the ordering activity shall permit Contractor access to all facilities necessary to perform the requisite professional services.

3.8. INDEPENDENT CONTRACTOR

All professional services performed by the Contractor under the terms of this contract shall be as an independent Contractor, and not as an agent or employee of the ordering activity.

3.9. INVOICES

The Contractor, upon completion of the work ordered, shall submit invoices for professional services. Progress payments may be authorized by the ordering activity on individual orders if appropriate. Progress payments shall be based upon completion of defined milestones or interim products. Invoices shall be submitted monthly for recurring services performed during the preceding month.

3.10. PAYMENTS

For firm-fixed price orders the ordering activity shall pay the Contractor, upon submission of proper invoices or vouchers, the prices stipulated in this contract for service rendered and accepted. Progress payments shall be made only when authorized by the order. For time-and-materials orders, the Payments under Time-and-Materials and Labor-Hour Contracts at FAR 52.212-4 (MAR 2009) (ALTERNATE I – OCT 2008) (DEVIATION I – FEB 2007) applies to time-and-materials orders placed under this contract. For labor-hour orders, the Payment under Time-and-Materials and Labor-Hour Contracts at FAR 52.212-4 (MAR 2009) (ALTERNATE I – OCT 2008) (DEVIATION I – FEB 2007) applies to labor-hour orders placed under this contract. 52.216-31(Feb 2007) Time-and-Materials/Labor-Hour Proposal Requirements—Commercial Item Acquisition. As prescribed in 16.601(e)(3), insert the following provision:

a. The Government contemplates award of a Time-and-Materials or Labor-Hour type of contract resulting from this solicitation.

b. The offeror must specify fixed hourly rates in its offer that include wages, overhead, general and administrative expenses, and profit. The offeror must specify whether the fixed hourly rate for each labor category applies to labor performed by—

(1) The offeror;

(2) Subcontractors; and/or

(3) Divisions, subsidiaries, or affiliates of the offeror under a common control.

3.11. Resumes

Resumes shall be provided to the GSA Contracting Officer or the user ordering activity upon request.

3.12. INCIDENTAL SUPPORT COSTS

Incidental support costs are available outside the scope of this contract. The costs will be negotiated separately with the ordering activity in accordance with the guidelines set forth in the FAR.

3.13. APPROVAL OF SUBCONTRACTS

The ordering activity may require that the Contractor receive, from the ordering activity's Contracting Officer, written consent before placing any subcontract for furnishing any of the work called for in a task order.

4.0 Definition of Labor Categories – 541211 & 54151S

LABOR CATEGORY DESCRIPTIONS

The Riggs Group, P.C. Labor Category Descriptions

Labor Category: Principal

Function Responsibility:

Principals have the primary responsibility to manage & maintain The Riggs Group clients and develop relationships with them, as well as administer the services provided to them. Principals participate in the firm, department, and team management in the areas of engagement, staff development, technical development, marketing, and services. Principals provide the highest level of experience or expertise among staff and are responsible for overall project management. Principals helps to ensure overall soundness of the firm’s procedural, methodology and analytical approach to servicing clients. Coordinates all projects and assist projects teams toward achieving clients and firm goals. Principals are responsible for the overall staff development and goals setting.

Minimum/General Experience:

A minimum of 10 years of experience in public accounting or consulting. Experience may include troubled asset management, equity sales negotiation, loans servicing, automating companies accounting and information systems from manual systems, developing internal accounting and financial controls, customizing financial reporting, servicing troubled government loans including negotiations and restructuring loans.

Minimum Education:

Bachelor in Accounting and advanced degree including certification such as Certified Public Accountant (CPA) and other industry certifications such as Certified Fraud Examiner (CFE).

Labor Category: Accounting Manager

Function Responsibility:

Accounting Managers have the primary responsibility to manage and evaluate accounting transactions processing including controls related to deliverables, engagements resources, and manage timelines. Manage business development, project life cycle including scope definition, requirements gathering, quality control of projects. Managers seek to increase technical skills, develop staff, and seek client opportunities through marketing and sales. Managers works in close liaison with the project managers

Minimum/General Experience:

Managers must have a minimum of 5 or more years of experience in public accounting or consulting. Experience typically includes, asset marketability, monitoring and maintaining loan assets databases, establishing remittance processing, performing billing services, organize & coordinate junior and senior staff .

Minimum Education:

All managers must have a minimum of bachelor’s degree in Accounting, Business Administration, or a related discipline from an accredited university/college; CPA and/or other certifications preferred

Labor Category: Senior Financial Analyst

Function Responsibility:

The Senior Financial Analyst supports projects through cost estimating and financial analysis activities including, but not limited to, asses the realism of schedules, business case analyses, risk research and analysis, development of life cycle cost estimates. Assists with the collection of technical data, cost data, to develop cost estimating methods to include statistical analysis and modeling. Applies accounting principles, theories, and practices to a variety of complex assignments, including analyzing and evaluating accounting system data elements and adapting analytical techniques to monitor a variety of accounting functions. Posts transactions to various ledgers, journals, and registers. Performs input of accounting data into computer for tracking manipulation and reporting purposes. Facilitates data gathering and analysis to assess the efficiency and effectiveness of financial programs and operations. The analyst also supports all financial management efforts by planning and managing time, scope, cost, resources, quality, deliverables, for financial products to achieve end targets; and has the ability to communicate results to upper management individuals and clients.

Minimum/General Experience:

Senior Financial Analysts must have 7 or more years of experience in public accounting, finance, or consulting. Experience also typically includes, but not limited to, budgeting, formulation and execution.

Minimum Education:

Minimum of bachelor’s degree in business, finance or accounting related field.

Labor Category: Senior Accountant

Function Responsibility:

Senior Accountants perform specific elements of engagements and oversee sections of engagement with supervision by project managers. Senior Accountants work to develop and sustain solid relationships with client personnel and identify opportunities to provide additional services. Provide financial statement preparation and reporting support, assist and/or lead accounting operations. Has expertise in forensic accounting, for example: employs investigative accounting and auditing skills to examine an organization’s finances, and entails the use of asset identification, asset recovery, tracing funds, and due diligence reviews. Analyze data and records to determine if fraud or embezzlement took place, establish any damages from legal claims, and report on any other potential financial crimes, presenting them in a format usable by legal teams. Senior Accountants must also possess the technical skills and ability to supervise and conduct training of junior Accountants.

Minimum/General Experience:

Senior Accountants have 4 or more years of experience in public accounting or finance. Experience also typically includes, but not limited to, coordinating with client representatives, troubled assets management, loan database management, billing services, analysis and summarization of financial reports, consulting services.

Minimum Education:

Minimum of bachelor’s degree and Certified Public Accountant (CPA) certification. Some also possess advanced degree with certification such as Certified Fraud Examiner (CFE)

Labor Category: Junior Accountant

Function Responsibility:

Provides financial information to management by researching and analyzing accounting data under direct supervision of senior staff. They are responsible for learning the company’s procedures and business operation. Junior Accountants are expected to take more advanced responsibilities as they gain more experience.

Minimum/General Experience:

Junior Accountants have 2 or more years of public accounting experience. Juniors experience typically includes, but not limited to, standards (Generally Accepted Accounting Standard), preparation of financial reports, assess taxing data, creation of G/L in finance software and databases, input and adjust accounting transactions, budget development.

Minimum Education:

Junior Accountants have a minimum of Bachelor’s degree. Most have the necessary qualification to sit for the Certified Public Accountants examination.

Labor Category: Senior Audit Associate

Function Responsibility:

The Senior Audit Associate supports management personnel who are implementing strategies to systematically integrate financial management, business management, and cost estimating, into a seamless process to ensure optimized stewardship of an organization’s funds. Has a thorough understanding of the budget allocation, administration, and execution process. Has the ability to monitor and trace obligation and expenditure of funds, detect, reconcile and remedy fiscal discrepancies, and provide cost effective, insightful reporting to decision makers. Also, they must be aware of interrelationships between financial management requirements and automated solutions, and be familiar with activity-based costing, business case analysis and outsourcing requirements. Able to consider the current system environment and the potential integration of added systems concurrently or later.

Minimum/General Experience:

Must have proficient knowledge of generally accepted accounting principles (GAAP), generally accepted auditing standards (GAAS), and other AICPA guidelines. A senior audit associate must have this designation within the firm and a minimum of 4 years of general experience.

Minimum Education:

Minimum of bachelor’s degree in business, finance or accounting related field and other certification such as Certified Public Accountants (CPA).

Labor Category: Systems Engineer Minimum/General Experience:

A minimum of 3 years of experience as a System Engineer or similar role involving implementation and maintenance of LAN, WAN and cloud based systems. Thorough understanding and knowledge of networking and application-level operations. Ability to quickly diagnose technical issues and suggest solutions. Microsoft Certified Solutions Expert (MCSE), VMWare, and Cisco Certification highly desirable. Multi-year experience with and knowledge of operating systems and server solutions (SQL, Exchange, IIS, ActiveDirectory ,Terminal Services). Experience creating scripts (Ruby, Python, Pearl) and setting up software for automated use.

Functional Responsibility:

Consult with customers on network requirements, costs, feasibility, & functionality. Research, document, plan & design IT architecture per customer prerequisites. Developing, maintaining and supporting technical infrastructure, including system hardware and software components. Configuring, debugging and supporting multi-faceted infrastructure platforms (Cisco, Windows Server 2019, DELL/EMC, SolarWinds). Monitoring network systems to minimize productivity set-backs. Installing and configuring operating systems and application software. Implementing best practices for system security and data backups. Anticipating potential security issues or bottlenecks and identifying possible solutions. Use diagnostic utilities to determine deficiencies or issues with WAN technologies, VPN, and other remote access methodologies.

Minimum Education:

BS degree in Computer Science, Engineering or a related field.

Labor Category: Network Administrator Minimum/General Experience:

A minimum of 3 years previous working experience as a Network Administrator, with a focus on management of Microsoft Windows operating systems. Hands on experience in networking, routing and switching. In depth knowledge of best practices regarding management, control, and monitoring of server infrastructure. Applicable experience with firewalls, VPN remote implementation, troubleshooting, and problem resolution. Ability to demonstrate outstanding organizational and time management skills and attention to details

Functional Responsibility:

Specify IT system requirements and design solutions. Conduct research on network products, services, protocols, and standards in support of network procurement and development efforts. Supervise installation, configuration, maintenance, and troubleshooting of end user workstation hardware, software, security and peripheral devices. Define network policies and security procedures. Fully support, configure, maintain, secure, and upgrade corporate customer’s networks and in house servers including: application servers, web servers, email servers, and file servers. Install and integrate new server hardware and applications. Troubleshoot servers, server-network interfaces, and server application issues. Support and administer varied third-party applications (incl. Symantec Enterprise, DELL OpenManage, Adobe Acrobat, Intuit, ProSystem) , IPsec/SSL VPN. Set up user accounts, permissions and passwords. Ensure network security, connectivity & performance. Provide technical support and guidance for users.

Minimum Education:

BS degree in Computer Science, Information Systems or similar relevant field

Labor Category: IT Project Manager Minimum/General Experience:

A minimum of 5 years previous working experience as a Project Manager in the IT field and CompTIA Advanced Security Practitioner (CASP) certification. In-depth knowledge of Microsoft Windows, VMWare, Citrix, network administration, Google Apps administration, and service desk administration. Demonstrated experience communicating technical concepts to both technical and non-technical audiences, supervising an IT department, and excellent written and verbal communication skills.

Functional Responsibility:

Formulate project planning including return on investment (ROI) information, work breakdown structure (WBS) and cost-benefit analysis. Create and manage budgets for technology projects, and subsequent budget updates. Develop documentation and manuals on project management concepts and best practices. Produce project plans specifying project's goals, core technologies, IT systems, schedules, production budget and needed personnel. Oversee recruitment of project personnel, assign duties, responsibilities and scope of authority. Create project status reports by scrutinizing, analyzing & summarizing project trends and performance and hold status meetings with project personnel.

Minimum Education:

MS degree in IT project management, or business administration (MBA) with a technology concentration.

Labor Category: Systems Architect

Minimum/General Experience:

A minimum of 5 years’ experience working on the design, development, and implementation of system hardware, software and firmware. Extensive knowledge in an expansive range of technologies including database applications (Microsoft SQL Server, Oracle, MySQL, PostgreSQL), GUI interfaces for web based applications. Experienced with various programming languages such as Java, C, C++, C#, Python, JavaScript, and VB.NET. Demonstrated the ability to plan the architecture of computer systems to satisfy client requirements.

Functional Responsibility:

Overall IT systems planning and design including documenting the steps for creation. Prepare system definition requirements and cost analysis. Communications with the customer in laymen terms regarding customization options, integration constraints and solutions. Maintain adherence to industry production and security standards. Develop, program and/or modify software solutions and SQL databases to fit customer demands, including testing and ensuring quality control. Server cluster administration and associated system backup management. Provisioning and maintenance across multiple locations as well as troubleshooting/diagnosis. Coordinate implementations with IT hardware and software vendors, service providers, and technical support staff.

Minimum Education:

BS degree in Computer Science, Computer Engineering, or Information Science, plus relevant certifications.

Labor Category: IT Technician – Senior Minimum/General Experience:

Minimum of 4 years proven experience as IT Technician or relevant position while demonstrating excellent diagnostic and problem-solving skills, in depth understanding of diverse computer systems and networks, and outstanding communication ability.

Functional Responsibility:

Plan and conduct preventive maintenance including installation of service packs, hot fixes and patches, as well as conduct post maintenance follow-up. Track and report customer support tickets instances, response times, analytic trends, etc. to improve customer support. Oversee the administration of user accounts, permissions, and credentials throughout the customer organization. Assist in intermittent upgrades including evaluation of features, communication, implementation and post-production end user support for IT systems. When appropriate, identify and recommend software related products and services to improve existing processes. Install computing equipment and network infrastructure. Troubleshoot network & system issues and monitor active network and server infrastructure. Administer network security measures to prevent system interruptions or breaches. Perform precise data backup and restoration procedures.

Minimum Education:

BS degree and certifications in CompTIA A+, Network+, Security+, MTA, CCNA

Labor Category: IT Technician – Junior Minimum/General Experience:

Minimum of 2 years proven experience as IT Technician or relevant position while demonstrating excellent diagnostic and problem-solving skills and an in-depth understanding of Microsoft Windows based computer systems and networks.

Functional Responsibility:

Set up Microsoft Windows based computer workstations and peripheral devices. Examine computer hardware such as hard drives, mouse, keyboards etc. to ensure functionality. Install, configure and apprise software according to specifications. Install network devices such as routers, switches, Wi-Fi extenders, VoIP desktop phones and Ethernet cabling. Respond to maintenance requests, organize and schedule upgrades. Perform troubleshooting to diagnose and resolve problems (repair or replace parts, debugging etc.). Maintain records/logs of repairs and fixes and maintenance schedule

Minimum Education:

Associates degree and certifications in CompTIA A+, Network+, MTA

Labor Category: IT Help Desk Technician

Minimum/General Experience:

A minimum of 2 years of experience in Windows 10 technical support. A strong working knowledge of computer systems, hardware, and software, including Microsoft Word, Excel and Outlook. Solid understanding of office automation products, databases and remote access. Good problem-solving, analytical, and team-working skills. Excellent communication and interpersonal skills.

Functional Responsibility:

Serving as the first contact point for end users seeking IT technical assistance over the phone or email. Performing remote troubleshooting through questioning and diagnostic techniques. Determining the best solution for Windows network/Windows application related support requests, based on the issue and details provided by end users. Document problems and their resolution via support ticket database input. Analyze and implement tool to improve customer service, including self-service help, video etc. Contact customers for follow-up. Forward unresolved issues higher level support personnel.

Minimum Education:

Associate's degree in computer science or related field and certifications in A+, Network+, MCSA.

Suggested Best Value BPA Agreement- FSS (Insert Customer Name) In the spirit of the Federal Acquisition Streamlining Act (ordering activity) and (Contractor) enter into a cooperative agreement to further reduce the administrative costs of acquiring commercial items from the General Services Administration (GSA) Federal Supply Schedule Contract(s) ____________________.

Federal Supply Schedule contract BPAs eliminate contracting and open market costs such as: search for sources; the development of technical documents, solicitations and the evaluation of offers. Teaming Arrangements are permitted with Federal Supply Schedule Contractors in accordance with Federal Acquisition Regulation (FAR) 9.6.

This BPA will further decrease costs, reduce paperwork, and save time by eliminating the need for repetitive, individual purchases from the schedule contract. The end result is to create a purchasing mechanism for the ordering activity that works better and costs less.

Signatures

5.0 PRICING FOR MAS SCHEDULE SERVICES

Prices are for GSA rate including IFF

Labor Category Location Rate

6.0 BLANKET PURCHASE AGREEMENT

BPA NUMBER_____________

(CUSTOMER NAME)

BLANKET PURCHASE AGREEMENT

Pursuant to GSA Federal Supply Schedule Contract Number(s)____________, Blanket Purchase Agreements, the Contractor agrees to the following terms of a Blanket Purchase Agreement (BPA) EXCLUSIVELY WITH (ordering activity):

(1) The following contract items can be ordered under this BPA. All orders placed against this BPA are subject to the terms and conditions of the contract, except as noted below:

MODEL NUMBER/PART NUMBER

*SPECIAL BPA DISCOUNT/PRICE

(2) Delivery:

DESTINATION

DELIVERY SCHEDULES / DATES

(3) The ordering activity estimates, but does not guarantee, that the volume of purchases through this agreement will be _________________________.

(4) This BPA does not obligate any funds.

(5) This BPA expires on _________________ or at the end of the contract period, whichever is earlier.

(6) The following office(s) is hereby authorized to place orders under this BPA:

OFFICE

POINT OF CONTACT

(7) Orders will be placed against this BPA via Electronic Data Interchange (EDI), FAX, or paper.

(8) Unless otherwise agreed to, all deliveries under this BPA must be accompanied by delivery tickets or sales slips that must contain the following information as a minimum:

(a) Name of Contractor;

(b) Contract Number;

(c) BPA Number;

(d) Model Number or National Stock Number (NSN);

(e) Purchase Order Number;

(f) Date of Purchase;

(g) Quantity, Unit Price, and Extension of Each Item (unit prices and extensions need not be shown when incompatible with the use of automated systems; provided, that the invoice is itemized to show the information); and (h) Date of Shipment.

(9) The requirements of a proper invoice are specified in the Federal Supply Schedule contract. Invoices will be submitted to the address specified within the purchase order transmission issued against this BPA.

(10) The terms and conditions included in this BPA apply to all purchases made pursuant to it. In the event of an inconsistency between the provisions of this BPA and the Contractor’s invoice, the provisions of this BPA will take precedence.

BASIC GUIDELINES FOR USING “CONTRACTOR TEAM ARRANGEMENTS”

Federal Supply Schedule Contractors may use “Contractor Team Arrangements” (see FAR 9.6) to provide solutions when responding to a ordering activity requirements.

These Team Arrangements can be included under a Blanket Purchase Agreement (BPA). BPAs are permitted under all Federal Supply Schedule contracts.

Orders under a Team Arrangement are subject to terms and conditions or the Federal Supply Schedule Contract.

Participation in a Team Arrangement is limited to Federal Supply Schedule Contractors.

Customers should refer to FAR 9.6 for specific details on Team Arrangements.

Here is a general outline on how it works:

· The customer identifies their requirements.

· Federal Supply Schedule Contractors may individually meet the customer’s needs, or -

· Federal Supply Schedule Contractors may individually submit a Schedules “Team Solution” to meet the customer’s requirement.

· Customers make a best value selection.

PAGE

iv