MAS - Mcbride, Lock & Associates, LLC - GS00F097GA

McBRIDE, LOCK & ASSOCIATES, LLC

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 are available through

GSA Advantage!, a menu-driven database system.

The Internet address for GSA Advantage! is GSAAdvantage.gov.

Multiple Award Schedule (MAS)

Federal Supply Group: Professional Services GSA Contract Number: GS00F097GA

For more information on ordering go to the following website:

https://www.gsa.gov/schedules

Contract Period: May 29, 2022 through May 28, 2027 Price List current through #PO-0014 effective May 29, 2022

Business Size: Small Business

McBride, Lock & Associates, LLC Point of Contact: Robert J. Lock

4151 N. Mulberry Dr. , Suite 275 Kansas City, Missouri 64116

p. 816-221-4559

f. 816-221-4563 admin@mcbridelock.com www.mcbridelock.com https://www.gsa.gov/schedules

GSA Schedule – GS00F097GA

Table of Contents

Page #

I. Customer Information 1 II. Awarded Item Numbers 4

III. Firm Experience 5

McBride, Lock & Associates, LLC

CUSTOMER INFORMATION

1a. Table of awarded special item number(s) with appropriate cross-reference to item descriptions and awarded price(s). See Section 1c. for labor category descriptions and prices.

SIN SIN Name 541211 Auditing Services

OLM Order-Level Materials (OLM)

1b. Identification of the lowest prices model number and lowest unit price for that model for each special item number awarded in the contract.

Junior Auditor, $66.30/hour – May 2022 Junior Auditor, $67.62/hour – May 2023

1c. If the Contractor is proposing hourly rates, a description of all corresponding commercial job titles, experience, functional responsibility and education of for those types of employees or subcontractors who will perform services shall be provided.

Labor Category Description Education Certifications Years Of

Experience Partner Auditor, Accountant, Consultant CPA with B.S. in Accounting or 10 years experience with a B.S. in an other related business field.

Manager Auditor, Accountant, Consultant

CPA with B.S. in Accounting or 5 years experience with a Masters in Accounting or Masters in Business Administration, or B.S. in Accounting with 7 years experience.

Senior Auditor Auditor, Accountant, Consultant

B.S. in Accounting or B.S. in related business field or 1 year experience with a Masters in Accounting or Masters in an other related business field.

Junior Auditor Auditor, Accountant, Consultant

B.S. in Accounting or 1 year experience with a B.S. Degree.

Information Specialist

Auditor, Accountant, Consultant

Masters in Information Systems or B.S. in Information Systems with 5 years experience.

Labor Category

Year 6 5/29/22 - 5/28/23

Year 7 5/29/23 - 5/28/24

Year 8 5/29/24 - 5/28/25

Year 9 5/29/25 - 5/28/26

Year 10 5/29/26 - 5/28/27

Partner 157.32$ 160.47$ 163.68$ 166.95$ 170.29$ Manager 115.22 117.53 119.88 122.27 124.72 Senior Auditor 78.84 80.42 82.03 83.67 85.34 Junior Auditor 66.29 67.62 68.97 70.35 71.76 Information Specialist 142.76 145.61 148.52 151.49 154.52

541211 Auditing Services

2. Maximum order $1,000,000

3. Minimum order $100

4. Geographic coverage (delivery area).

Worldwide

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

Worldwide

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

Prices herein are net

7. Quantity discounts.

None

8. Prompt payment terms.

None, 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

10. Time of Delivery.

a. Time of Delivery - Varies per engagement.

b. Expedited Delivery

- Clause (I-FSS-140-B) of its contract and agencies can also contact the Contractor’s representative to effect a faster delivery

c. Overnight and 2-day Delivery – N/A

d. Urgent Requirements

- Clause (I-FSS-140-B) of its contract and agencies can also contact the Contractor’s representative to effect a faster delivery

11. F.O.B. points F.O.B Destination.

12. Ordering.

a. Address: 4151 N. Mulberry Drive, Suite #275, Kansas City, Missouri 64116 admin@mcbridelock.com, 816-221-4559

b. See Federal Acquisition Regulation (FAR) 8.405-3

McBride, Lock & Associates, LLC

13. Payment Address.

4151 N. Mulberry Drive, Suite 275, Kansas City, Missouri 64116

14. Warranty provision.

Standard commercial warranty.

15. Export packing charges.

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 N/A

19. List of service and distribution points (if applicable).

N/A

20. List of participating dealers (if applicable).

N/A

21. Preventative maintenance (if applicable).

N/A

22a. Special attributes such as environmental attributes:

N/A

22b. Section 508 compliance information:

N/A

23. Unique Entity Identifier (UEI) number.

Z43MT1SKYDE3

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

Contractor registered and active in SAM

McBride, Lock & Associates, LLC

AWARDED ITEM NUMBERS

541211 – Auditing Services

Perform financial-related audits, performance audits, recovery audits, transportation audits, and contract audits in accordance with Generally Accepted Government Auditing Standards (GAGAS) and non-GAGAS. Perform an independent assessment of an audited entity's financial statements in conformity with generally accepted accounting principles, financial information, adherence to financial compliance requirements and internal controls, or organization or program performance to identify areas for improvement.

Recovery audits: identify recoverable funds resulting from overpayments, duplicate payments and underpayments under the authority of public law and regulation, e.g., Section 354 of the National Defense Authorization Act for FY 96 (Public Law 104-106; 110 Stat. 268; 10 U.S.C. 2461),.

Transportation audits: perform administrative reviews and rate examinations on prepayment and post payment transportation bills to ensure accuracy, completeness, and compliance with established rates, tariffs, quotations, agreements, tenders or other applicable rate authority.

Note: Inherently Governmental services as identified in the Federal Acquisition Regulation (FAR)

7.503 or by the ordering agency are prohibited under this SIN. It is the responsibility of the Contracting Officer placing the order to make this determination. Ordering activities must require prospective contractors to identify potential conflicts of interest and address those, prior to task order award.

Service Contract Act (SCLS) Statement

"The Service Contract Labor Standards (SCLS) is applicable to this contract and as it applies to the entire Multiple Award 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 CFR 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 applicable wage determination (WD) number.

Failure to do so may result in cancellation of the contract."

Firm Experience

McBride, Lock & Associates, LLC

FIRM EXPERIENCE

McBride, Lock & Associates, LLC formulated a business plan in 1980 to specialize in one area… and to do it well. This plan has resulted in a firm who has quietly built a reputation to serve the Federal, State and local governmental markets and not-for-profit entities with audit and consulting services…and doing it well.

We have served a large number of Federal agencies on a variety of audit and consulting services since 1980. As a firm located in Kansas City, the heart of America, we have been able to reach out to perform audits throughout the county. Many of our Federal audit clients have taken us to State agencies, State universities, City governments, as well as private for profit and non-profit organizations receiving Federal Funds or who are regulated by Federal requirements. We are quite adept in learning the regulations and other requirements and applying our auditing and accounting skills in a fair basis in that service for the Federal agency and the entity being audited. This balanced and skillful approach has contributed to a growing and long lasting firm.

OUR TEAM

McBride, Lock & Associates, LLC has always pursued the highest standards in bringing quality professionals into our firm. We emphasize professionals who are graduates of respected universities who can communicate. Quite frankly, GPA is not our highest determinant in our hiring. While we do have a good number of high GPA professionals, we want and we have individuals who are hard-working and learn to audit the right way. The skill set and attributes that we have include:

Good Communicator Professional Appearance Hard Working Dedicated to doing it right Working Smart

These attributes sum up our hiring practices and our professional staff. We are blessed to be served by top notch universities in the Midwest. We are also blessed to have a very affordable life style and high ethics in Kansas City. While our personnel are used to traveling throughout the country, we keep the Midwestern attitude. This attitude includes honesty and treating those we audit and serve with respect. We take the time to do it the right way.

Our staff all have accounting degrees, most with Masters' degrees and a high percentage with the CPA license. All of our team members have the same directive of respect and diligence in their efforts.

Our audit team consists of:

Partner Managers Senior Auditors Staff Auditors

This team approach allows us to work smart, effectively and efficiently.