MAS - SB & Company, LLC - GS23F0001V

Schedule

U.S. GENERAL SERVICES ADMINISTRATION

FEDERAL ACQUISITION SERVICE

CONTRACTOR:

SB & COMPANY, LLC

10200 Grand Central Avenue

Suite 250

Owings Mills, MD 21117

CONTRACT NUMBER: GS23F0001V

Schedule Title: Multiple Award Schedule

Federal Supply Group: Professional Services

Product Service Code: R704

Contract Period: October 7, 2023 - October 6, 2028

Business Size: Small

Contract Administrator: William Seymour Email: wseymour@sbandcompany.com Phone Number: 410-584-0060

Fax Number: 410-584-0061

AUTHORIZED FEDERAL SUPPLY

SCHEDULE FSS PRICE LIST

Price list current as of Modification #PA-0032 effective May 1, 2023

Online 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.

http//www.GSAAdvantage.gov

For more information on ordering go to the following website:

http://www.gsa.gov/schedules https://sbandcompany.com/ http://www.gsaadvantage.gov/ https://sbandcompany.com/

Financial and Business Solution GSA Federal Supply Schedule

Price List www.sbandcompany.com 1

Table of Contents Audit and Financial Management Services for Government

Award Service Information Listed by Specialty Item Number (SINS)

Client Information for Ordering Activities http://www.sbandcompany.com/ www.sbandcompany.com 2

Audit and Financial Management Services for Government

SB & Company, LLC (SBC) is ranked one of the nation’s top certified public accounting and consulting firms. We are also a professional services firm with three integrated businesses (Wealth Advisory; Outsourcing; and Audit, Tax and Consulting) working together to advance our clients’ success, create uncommon careers for our people, and do what is right for the public, our clients, and each other. With more than 4,500 people, nearly 100 U.S. locations, and a global affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic.

We have more than 100 years of financial management and auditing experience and our nationwide network of skilled professionals have enabled us to develop a critical mass specializing in specific industry segments such as the Federal government, while offering valuable insights, producing original research, and developing techniques and tools specifically designed for our clients. We shape the future of the industries we serve through active involvement in trade and professional organizations, and by developing long-term relationships with our clients.

SBC’s Federal Government Practice

SBC’s Federal Government Industry Group is part of our firm-wide Public Sector Group. Since 1991, we have provided the Chief Financial Officers (CFO) Act financial statement audit and related financial management and accounting services to Federal government agencies. Our industry professionals also provide a variety of services to our Federal government clients such as financial, compliance and performance audits, financial management, internal control reviews, Statement of Standards for Attestation Engagements (SSAE) No. 18 examinations, Federal Information Security Management Act of 2002 (FISMA) and penetration testing services, IT consulting, IT security, enterprise risk management and forensic accounting services. These services help our clients successfully meet their agencies’ operational and financial management objectives in a seamless and efficient manner.

www.sbandcompany.com 3

Award Service Information Listed by Specialty Item Number (SINS)

The responsibilities in this category include final authority in the conduct of audit engagements and full responsibility for the work performed, including overall project management and final review.

Unit of Issue Per Hour

10/7/2023 – 10/06/2024 $339.98

10/7/2024 – 10/06/2025 $346.78

10/7/2025 – 10/06/2026 $353.72

10/7/2026 – 10/06/2027 $360.79

10/7/2027 – 10/06/2028 $368.01

The responsibilities in this category include final authority in the conduct of audit engagements and full responsibility for the work performed, including overall project management and final review.

10/7/2023 – 10/06/2024 $242.02

10/7/2024 – 10/06/2025 $246.86

10/7/2025 – 10/06/2026 $251.80

10/7/2026 – 10/06/2027 $256.83

10/7/2027 – 10/06/2028 $261.97

The responsibilities in this category include reviewing working papers, financial statements, and reports; conducting discussions with clients about the results of the work performed; directing manager, senior and junior level auditors; reviewing and approving work plans and programs;

ensuring that assignments are carried out within the budgeted time and within delivery commitments; reviewing work papers, financial statements, and related reports for accuracy and completeness; following the progress of the engagement; and helping resolve accounting, auditing, and reporting problems as they arise. The audit senior manager is regularly assigned on audit engagements in a managerial capacity.

10/7/2023 – 10/06/2024 $224.72

10/7/2024 – 10/06/2025 $229.21

10/7/2025 – 10/06/2026 $233.80

10/7/2026 – 10/06/2027 $238.47 10/7/2027 – 10/06/2028 $243.24

Managing Partner

Partner

Senior Manager www.sbandcompany.com 4

Award Service Information Listed by Specialty Item Number (cont.)

The responsibilities in this category include reviewing working papers, financial statements, and reports; conducting discussions with clients about the results of the work performed; directing senior and junior auditors; reviewing and approving work plans and programs ensuring that assignments are carded out within the budgeted time and within delivery commitments; reviewing work papers, financial statements and related reports for accuracy and completeness; following the progress of the engagement and helping resolve accounting, auditing, and reporting problems as they arise. The experienced manager is regularly assigned on audit engagements in a managerial capacity.

10/7/2023 – 10/06/2024 $172.87

10/7/2024 – 10/06/2025 $176.34

10/7/2025 – 10/06/2026 $179.86

10/7/2026 – 10/06/2027 $183.46

10/7/2027 – 10/06/2028 $187.13

The responsibilities of the experienced senior include independently performing a major segment of an audit, directing and instructing the work of senior and junior auditors, reviewing completed work, and directing revisions if necessary. The experienced senior makes decisions on routine accounting, auditing, and reporting matters with the assistance of the manager and partner and is regularly assigned on audit engagements in the capacity of experienced senior auditor.

10/7/2023 – 10/06/2024 $161.35

10/7/2024 – 10/06/2025 $164.58

10/7/2025 – 10/06/2026 $167.87

10/7/2026 – 10/06/2027 $171.23 10/7/2027 – 10/06/2028 $174.65

Manager

Experienced Senior www.sbandcompany.com 5

Award Service Information Listed by Specialty Item Number (cont.)

The responsibilities of the senior auditor include independently performing a major segment of an audit, directing and instructing the work of junior auditors, reviewing completed work, and directing revisions if necessary. The senior auditor makes decisions on routine accounting, auditing, and re-porting matters with the assistance of the manager and partner and is regularly assigned on audit engagements in the capacity of senior auditor.

10/7/2023 – 10/06/2024 $138.29

10/7/2024 – 10/06/2025 $141.06

10/7/2025 – 10/06/2026 $143.88 10/7/2026 – 10/06/2027 $146.75

10/7/2027 – 10/06/2028 $149.69

The responsibilities in this category include performing specific audit steps under the supervision of a senior auditor. All activities of the staff auditor are supervised.

10/7/2023 – 10/06/2024 $132.53

10/7/2024 – 10/06/2025 $135.18

10/7/2025 – 10/06/2026 $137.88

10/7/2026 – 10/06/2027 $140.64

10/7/2027 – 10/06/2028 $143.45

The responsibilities in this category include performing specific audit steps under the supervision of a senior auditor. All activities of the staff auditor are supervised.

10/7/2023 – 10/06/2024 $97.96

10/7/2024 – 10/06/2025 $99.92 10/7/2025 – 10/06/2026 $101.92

10/7/2026 – 10/06/2027 $103.96

10/7/2027 – 10/06/2028 $106.04

Senior

Staff II

Staff www.sbandcompany.com 6

Client Information for Ordering Activities

1a. Services Provided Under Awarded Special Item Numbers (SINs) –

541211 Auditing Services

1b. Rates for Audit and Financial Management Services – See rate table above 1.c Description of all corresponding commercial job titles, experience, functional responsibility and education for those types of employees or subcontractors who will perform services - See rate table above

2. Maximum Order – $1,000,000

3. Minimum Order – $100

4. Geographic Coverage – Nationwide

5. Point of Production – Owings Mills (Baltimore County), Maryland; and the District of Columbia

6. Discount from List Prices – Prices herein are net (discount deducted)

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 – None

10a. Time of Delivery – Varies per engagement

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

10c. Overnight and Two-Day Delivery – Not applicable

10d. Urgent Requirements – “Urgent Requirements” clause (contract clause I-FSS-140-B) of its contract and agencies can also contact the Contractor’s representative to affect a faster delivery

11. F.O.B. Points – Destination

12a. Ordering Address –

SB & Company, LLC.

10200 Grand Central Ave, Suite 250 Owings Mills, MD 21117

12b. Ordering Procedures – See Federal Acquisition Regulation (FAR) 8.405-3.

13. Payment Address – Same as above

14. Warranty Provision – Not applicable

15. Export Packing Charges – Not applicable www.sbandcompany.com 7

Client Information for Ordering Activities (Cont.)

16. Terms and Conditions of Government Purchase Card Acceptance Above Micropurchase Threshold – Not applicable; see 9b

17. Terms and Conditions of Installation – Not applicable 18a. Terms and Conditions of Repair Parts – Not applicable

18b. Terms and Conditions of Other Services – Not applicable

19. Service and Distribution Points – Not applicable

20. Participating Dealers – Not applicable

21. Preventive Maintenance – Not applicable

22a. Environmental Attributes – None

22b. Section 508 Compliance Information – Not applicable

23. Unique Entity Identifier (UEI) Number: NNKYP8AEX4S1

24. System for Award Management (SAM) – Registered and active in SAM