MAS - RM Advisory Services, LLC - GS23F0021T

Revised Sept 23 2021

U. S. GENERAL SERVICES ADMINISTRATION

FEDERAL SUPPLY SERVICE

MULTIPLE AWARD SCHEDULE

Authorized Federal

Authorized Federal Supply Schedule Price List

CONTRACTOR:

RM ADVISORY SERVICES, LLC

8609 Westwood Center Drive

Ste 110

Vienna, Virginia 22182

Contract Number: GS-23F-0021T

Federal Supple Group: Professional Services

Multiple Award Schedule (MAS) Class / Product Service Code: R703, R704

Contract Period: January 22, 2007 - January 21, 2027 Business Size: Small

Contract Administrator: Mr. John Glass Phone Number: 703-850-2352 Fax Number: 703-360-0334

Web Site: www.rmadvisory.com

Email: johnglass@rmadvisory.com

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 from Federal Supply Schedules go to the GSA Schedules page at GSA.gov

Pricing current though Modification No. PS-0030 effective September 16, 2021 http://www.rmadvisory.com/ mailto:johnglass@rmadvisory.com

September 23 2021

RM ADVISORY SERVICES LLC | Multiple Award Schedule | GS23F0021T 1

Terms and Conditions:

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

SIN

Recovery Description

541211 541211RC Auditing Services

541219 541219RC Budget and Financial Management Services

541611 541611RC

Management and Financial Consulting, Acquisition and Grants Management Support, and Business Program and Project Management Services

541990-Risk 541990-Risk Risk Assessment and Mitigation Services

OLM OLM Order Level Materials (OLM)

The labor categories and awarded prices are the same for all SINs and are described on page 4.

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

Prices Shown Herein are Net (discount deducted)

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:

See pages 4-18

2. Maximum order $1,000,000.00

3. Minimum order:

$300.00

4. Geographic Coverage:

Worldwide

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

Vienna, Virginia

6. Discount from list prices or statement of net price.

Government Net Prices (discounts already deducted)

7. Quantity Discounts:

May be offered at task order level

8. Prompt payment terms:

RM ADVISORY SERVICES LLC | Multiple Award Schedule | GS23F0021T 2

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:

N/A

10a. Time of Delivery:

To be determined at the task order level

10b. Expedited Delivery:

10c. Overnight and 2-Day Delivery:

10d. Urgent requirements:

11. F.O.B. points:

Destination

12a. Ordering Addresses:

RM Advisory Services LLC

8609 Westwood Center Drive

Ste 110

Vienna, Virginia 22182

Attn: John Glass

Phone: 703-850-2352

Fax: 703-360-0334 johnglass@rmadvisory.com

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:

8609 Westwood Center Drive

Ste 110

Vienna, Virginia 22182

Attn: John Glass

Phone: 703-850-2352

Fax: 703-360-0334 johnglass@rmadvisory.com

14. Warranty Provision:

15. Export Packing Provisions

RM ADVISORY SERVICES LLC | Multiple Award Schedule | GS23F0021T 3

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

17. Terms and conditions of installation

18a. Terms and conditions of repair parts indicating date of parts price lists and any discounts from list prices (if applicable).

18b. Terms and conditions for any other services:

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

20. List of participating dealers (if applicable).

21. Preventive maintenance (if applicable).

22a. Special attributes such as environmental attributes (e.g., recycled content, energy efficiency, and/or reduced pollutants).

22b. Section 508 compliance information

N/A. If applicable, Section 508 compliance information is available on Electronic and Information Technology supplies and services. EIT standards can be found at www.section508.gov

23. Unique Entity Identifier (UEI) number

DUNS 609732198

24. Notification regarding registration in Central Contractor Registration (CCR) database.

RM Advisory is registered in SAM.GOV

Service Contract Labor Standards:

The Service Contract Labor Standards (SCLS), formerly known as the Service Contract Act (SCA), is applicable to this contract as it applies to the entire Multiple Award Schedule (MAS) and all services provided. While no specific labor categories have been identified as being subject to SCLS/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 SCLS/SCA eligible labor categories. If and / or when the contractor adds SCLS/SCA labor categories to the contract through the modification process, the contractor must inform the Contracting Officer and establish a SCLS/SCA matrix identifying the GSA labor category titles, the occupational code, SCLS/SCA labor category titles and the applicable WD number.

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

Awarded Service Information

The follow labor categories and prices are applicable to all SINs awarded under this contract.

RM ADVISORY SERVICES LLC | Multiple Award Schedule | GS23F0021T 4

Accounting and Audit Specialist

Accounting and Audit Specialists shall have a Bachelor’s Degree in relevant business or technical fields or equivalent work experience. They shall have seven years of financial or consulting business experience including three years in a supervisory capacity. Those in this position organize and direct overall engagement performance. They ensure that goals and objectives are accomplished within prescribed timeframe and funding parameters and participate in project status committee meetings to resolve issues through application of Firm resources or experience gained in other projects. Additionally they prepare technical documentation, reports, and other deliverables for client approval while ensuring that deliverables are in compliance with statements of work.

Period GSA Rate Per Hour

01/22/2022 - 01/21/2023 $184.93

01/22/2023 - 01/21/2024 $197.26

01/22/2024 - 01/21/2025 $202.59

01/22/2025 - 1/21/2026 $208.06

01/22/2026 - 1/21/2027 $213.68

Audit Manager

Audit managers shall have at least six years audit experience. They shall be licensed as certified public accountants by a state or other political sub-division of the United States. Audit manager responsibilities include management and supervision of an audit team or teams including on-site quality control. Audit

Managers shall have a Bachelor’s Degree in a relevant business or technical field from a fully accredited university or college.

IT Project Manager

IT Project Managers shall have 10 years of experience in auditing and/or computer programming/systems analysis, including not less than six years of IT audit experience. At least two years of this experience must be as a manager of IT audits. Those in this position are responsible for the overall performance of assignments, supervising assignments, and completing agreed-upon assignment plans. They coordinate all subordinate

Period GSA Rate Per Hour

01/22/2022 - 01/21/2023 $191.13

01/22/2023 - 01/21/2024 $196.29

01/22/2024 - 01/21/2025 $201.59

01/22/2025 - 1/21/2026 $207.03

01/22/2026 - 1/21/2027 $212.62

RM ADVISORY SERVICES LLC | Multiple Award Schedule | GS23F0021T 5 activities and review all work products to assure they meet professional standards and the assignment’s objective. IT Project Managers shall have a Bachelor’s Degree in a relevant business or technical field from a fully accredited university or college.

Intern Accountant/Auditor

Accountant and auditor interns are undergraduate students who have completed at least four semester hours in accounting courses. The work by them is under the direct supervision of a staff accountant or auditor or a higher level individual. Individuals must have completed at least 2 years of a college program from a fully accredited university or college.

Partner/Principal

Partners and principals shall have at least seven years audit experience. They shall be licensed as certified public accountants by a state or other political sub-division of the United States. Partner and principal responsibilities include liaison with the client, overall project management, and final report review. Partners and principals shall have a Bachelor’s Degree in a relevant business or technical field from a fully accredited university or college.

01/22/2022 - 01/21/2023 $225.68

01/22/2023 - 01/21/2024 $231.77

01/22/2024 - 01/21/2025 $238.03

01/22/2025 - 1/21/2026 $244.46

01/22/2026 - 1/21/2027 $251.06

Period GSA Rate Per Hour

01/22/2022 - 01/21/2023 $62.00

01/22/2023 - 01/21/2024 $63.67

01/22/2024 - 01/21/2025 $65.39

01/22/2025 - 1/21/2026 $67.16

01/22/2026 - 1/21/2027 $68.97

RM ADVISORY SERVICES LLC | Multiple Award Schedule | GS23F0021T 6

Senior Accountant/Auditor

Senior accountants and auditors shall have at least four years audit or financial management experience.

Senior accountant and auditor responsibilities include independent performance or a major segment of an audit. Senior Accountant/Auditors shall have a Bachelor’s Degree in a relevant business or technical field from a fully accredited university or college.

Senior IT Auditor

Senior IT Auditors shall have a Bachelor’s Degree in computer science, accounting, or business administration from a fully accredited university or college. They may also have advanced professional education in the field of IT auditing. A CPA certificate, a CISA certificate, or a CDP may be substituted for 2 years of the needed education or two years of the needed experience. Senior IT Auditors shall have 7 years of experience in auditing and/ or computer programming/systems analysis, including not less than 5 years of experience in IT auditing. At least one year of this experience shall be as a senior IT auditor of IT financial application systems. Senior IT

Auditors supervise, direct, and participate in the efforts of staff auditors in completing agreed-upon assignment plans. They also supervise staff auditors and review work papers prepared during assignments to ensure proper documentation. Senior IT Auditors summarize the results of assignments for the IT project manager.

Period GSA Rate Per Hour

01/22/2022 - 01/21/2023 $246.00

01/22/2023 - 01/21/2024 $252.64

01/22/2024 - 01/21/2025 $259.46

01/22/2025 - 1/21/2026 $266.47

01/22/2026 - 1/21/2027 $243.26

Period GSA Rate Per Hour

01/22/2022 - 01/21/2023 $115.59

01/22/2023 - 01/21/2024 $118.71

01/22/2024 - 01/21/2025 $121.92

01/22/2025 - 1/21/2026 $125.21

01/22/2026 - 1/21/2027 $128.59

RM ADVISORY SERVICES LLC | Multiple Award Schedule | GS23F0021T 7

Staff IT Auditor

Staff IT Auditors shall have a Bachelor’s Degree in computer science, accounting, or business administration from a fully accredited university or college. Those in this position perform individual audit steps under the supervision of senior IT auditors. They also prepare work papers and support documentation for audit exceptions and or findings. Staff IT Auditors additionally participate in the preparation of draft and final audit reports.

Staff Accountant/Auditor

Staff accountants and auditors are responsible for performing audit steps under the supervision of a senior accountant or higher labor category. Staff IT Auditors shall have a Bachelor’s Degree in a relevant business or technical field from a fully accredited university or college.

01/22/2022 - 01/21/2023 $88.12

01/22/2023 - 01/21/2024 $90.50

01/22/2024 - 01/21/2025 $92.94

01/22/2025 - 1/21/2026 $95.45

01/22/2026 - 1/21/2027 $98.03

01/22/2022 - 01/21/2023 $140.68

01/22/2023 - 01/21/2024 $144.48

01/22/2024 - 01/21/2025 $148.38

01/22/2025 - 1/21/2026 $152.39

01/22/2026 - 1/21/2027 $156.50

Period GSA Rate Per Hour

01/22/2022 - 01/21/2023 $100.62

01/22/2023 - 01/21/2024 $103.34

01/22/2024 - 01/21/2025 $106.13

01/22/2025 - 1/21/2026 $109.00

01/22/2026 - 1/21/2027 $111.94

RM ADVISORY SERVICES LLC | Multiple Award Schedule | GS23F0021T 8

Supervisor

Supervisors shall have at least five years audit or financial management experience. Supervisor responsibilities include on-site supervision of an audit team or teams. Supervisor shall have a Bachelor’s Degree in a relevant business or technical field from a fully accredited university or college.

EXPERIENCE & DEGREE SUBSTITUTION

The above describes the functional responsibilities and education and experience requirements for each labor category. These requirements are a guide to the types of experience and educational background of typical personnel in each labor category.

Education and experience may be substituted for each other. Each year of relevant experience may be substituted for one year of education, and vice versa. In addition, certifications, professional licenses, and vocational technical training may be substituted for experience or education. Successful completion of higher education which has not yet resulted in a degree may be counted as 1 year of experience for each year of college completed.

Degree/Experience Equivalency:

Degree Experience Equivalence

Bachelors

Associate Degree + 2 years relevant experience, or 4 years relevant experience

Period GSA Rate Per Hour

01/22/2022 - 01/21/2023 $141.49

01/22/2023 - 01/21/2024 $145.31

01/22/2024 - 01/21/2025 $149.23

01/22/2025 - 1/21/2026 $153.26

01/22/2026 - 1/21/2027 $157.40

RM ADVISORY SERVICES LLC | Multiple Award Schedule | GS23F0021T 9

Masters Bachelors + 2 years relevant experience, or Associates + 4 years relevant experience

Doctorate Masters + 2 years relevant experience, Bachelors + 4 years relevant experience

Labor rates: January 22, 2021 to January 21, 2022

The following GSA hourly labor rates have been established for the period from January 22, 2021 to January

21, 2022. The labor category descriptions are provided above.

Labor Category 1/22/21 -

1/21/22

Accounting and Audit Specialist $215.56

Audit Manager $216.11

IT Project Manager $230.64

Intern Accountant/Auditor $63.75

Partner/Principal $243.26

Senior Accountant/Auditor $112.55

Senior IT Auditor $136.98

Staff IT Auditor $103.64

Staff Accountant/Auditor $88.12

Supervisor $155.61