PSS - Michaelson, Connor & Boul - GS23F0037V

General Services Administration Federal Supply Service Authorized Federal Supply Schedule Price List

Professional Services Schedule (PSS) Industrial Group: 00CORP Special Item Numbers: 520-1, 520-1RC, 520-2, 520-2RC, 520-3, 520-3RC, 520-5, 520-5RC, 520-13, 520-13RC, 520-15, 520-15RC, 520-21, 520-21RC Contract Number: GS-23F-0037V

Michaelson, Connor & Boul (MCB) 5312 Bolsa Ave., Suite 200 Huntington Beach, CA 92649 www.mcbreo.com Contract Administration Contact: Ms. Ann Woods Phone Number: 714-230-3600

Fax Number: 714-230-3699 E-mail Address: ann.woods@mcbreo.com Business Size: Woman Owned other than Small Business

Original Contract Period:

February 26, 2009 through February 25, 2014

1st Option Period Exercised:

February 26, 2014 through February 25, 2019 (Two additional five-year option periods remaining)

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.

For more information on ordering from Federal Supply Schedules, visit http://www.gsa.gov/portal/content/197989 Prices Shown Herein are Net (Discount Deducted) Federal Supply Schedule Price List

Terms and Conditions

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

1b. Award Pricing (Five Years): Please see Attachment (1) Description of Services and Price List for item pricing and Attachment (2) Labor Category Descriptions and Labor Category Price List.

1c. Hourly Rates and Description of Corresponding Commercial Job Titles, Experience, Functional Responsibility and Education: See Attachment (2) Labor Category Descriptions and Labor Category Price List.

2. Maximum order per SIN:

3. Minimum Order: $100.00.

4. Geographic Coverage: Domestic delivery with overseas delivery as negotiated.

5. Point(s) of production (city, county, and State or foreign country): Services are performed in Huntington Beach, California and other Michaelson, Connor & Boul, Inc. (MCB) facilities or at the designated government location.

6. Quantity Discounts: See attached Price List for special quantity pricing.

7. Prompt payment terms: 0%-0, 0%-0, NET 30

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

9. Government purchase cards are accepted at or above the micro-purchase threshold: Yes

10. Foreign Items: None.

11. Time of Delivery: Delivery is based on government response time requirements for services, as negotiated on a task by task basis.

12. Expedited Delivery: Services are available for expedited delivery as negotiated on a situation specific basis. Please contact MCB for rates for expedited delivery.

13. Overnight and 2-day delivery: Overnight and 2-day delivery is available for completed products within the Continental U.S., Alaska and Hawaii. Cost for overnight and 2-day delivery will be passed on to the government as an additional other direct cost item as negotiated in each task order. Customers may contact us for rates for overnight and 2-day delivery.

14. Urgent Requirements: “Urgent Requirements” can be met and acquiring agencies are advised that they can contact MCB for faster delivery. Please see contact information on the first page.

15. F.O.B. Point(s): Destination (for items delivered).

16. Ordering Address: Michaelson, Connor & Boul

5312 Bolsa Ave., Suite 200, Huntington Beach, CA 92649

Phone 714-230-3600

Fax 714-230-3699

E-mail: Ann.woods@mcbreo.com

17. 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.

18. Payment Address: Michaelson, Connor & Boul

5312 Bolsa Ave., Suite 200, Huntington Beach, CA 92649

Phone 714-230-3600

Fax 714-230-3699

Attn: Accounting Department

19. Warranty Provision: Standard commercial warranty.

20. Terms and Conditions of Government Purchase Card Acceptance (any thresholds above the micro-purchase level): N/A.

21. Terms and Conditions of repair parts: N/A.

22. Terms and Conditions for any other services: N/A.

23. Terms and Conditions of rental, maintenance, and repair: N/A

24. Terms and Conditions of installation: N/A

25. List of Service and Distribution Points: Services will be performed at MCB facilities or other locations as negotiated and identified in task orders.

26. List of Participating Dealers: N/A.

27. Preventive Maintenance: N/A.

28. Special Attributes such as Environmental Attributes: N/A.

29. Section 508 Compliance Information: N/A.

30. Data Universal Number System (DUNS) Number: 969088855

The Service Contract Act (SCA) is applicable to this contract as it applies to the entire PSS 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.

Attachment (1) - Item Descriptions and Price List Michaelson, Connor & Boul Professional Services Schedule (PSS) Real Property Marketing and Management Services (SINs 520-1, 520-1RC, 520-2, 520-2RC, 520-3, 520-3RC, 520-5, 520-5RC, 520-13, 520-13RC, 520-15, 520-15RC, 520-21, 520-21RC) The following descriptions provide general information about the services provided in performing Real Property Marketing and Management services. Market consideration is a major factor in determining the type and range of services to be provided and may require some variation from the general descriptions that follow.

Property Management Services

Property management provides guidance to Mortgagees on protection/ preservation of properties being conveyed to HUD due to default of an FHA insured mortgage. This includes maintaining and preparing properties intended for sale in safe and secure condition. Property management can include management of rental properties. This includes maintaining property files and a fully staffed/equipped office during normal business hours with availability to handle emergency situations. Property management is based on normal management requirements and does not include items listed below as additional ODC cost schedule items unless specified in the task order.

Vacant Lot Management Services

Vacant lot management entails maintaining vacant lots in a manner that results in properties being clean, safe and sanitary as well as prepared for sale.

Marketing Services

Marketing services encompass analyzing overall market and individual property conditions, development of a marketing strategy for pricing and disposition of each property, and selection of the best offer as well as execution of sales documents, oversight of closing process, and ensure sale proceeds are delivered to client in a timely manner. The objective is to perform these duties to provide the greatest net return to the client while also minimizing holding time.

Held Off Market Services Held off market encompasses maintaining properties that have been removed from sale and requires preservation services and protection of properties. Held off market properties have conditions that make them temporarily unavailable for competitive sale or that will never be offered for sale. Services involve removing any condition or conditions that prevent marketing of the properties that are temporarily unavailable for competitive sale.

Custodial Services

Custodial services ensure that property is preserved and protected to the extent such requirements can be met without an illegal trespass, under the specific guidelines of the client. Property is not prepared for sale under custodial services.

Price List for First Option Period

35 - 349 Properties

350-999 Properties

1000-1649 Properties

1650 - 2299 Properties

2300 - 2999 Properties

3000 or more Properties

Price List for Original Contract Period

35 - 349 Properties

350-999 Properties

1000-1649 Properties

1650 - 2299 Properties

2300 - 2999 Properties

3000 or more Properties

Attachment (2) – Labor Category Descriptions and Labor Category Price List

Michaelson, Connor & Boul Professional Services Schedule (PSS) (SINs 520-1, 520-1RC, 520-2, 520-2RC, 520-3, 520-3RC, 520-5, 520-5RC, 520-13, 520-13RC, 520-15, 520-15RC, 520-21, 520-21RC) Labor Category Descriptions

Program Director Functional Responsibilities: Plans and organizes company resources to provide a wide range of financial and business solutions services for multiple projects. Provides senior-level management and strategic oversight between the agency and company executives to address complex organizational, management and business issues in order to develop appropriate strategies for problem for resolution. Coordinates organizational realignments and process improvements, oversees due diligence, provides policy guidance and fiscal management, and facilitates services to promote Lean Six Sigma concepts and training.

Experience and Education Required: A graduate degree in administration, management, accounting or finance and 10 years’ experience in senior level executive level management positions in government and/or private industry; or a Bachelor’s degree in administration, management or finance and 15 years’ experience in senior level executive level management positions in government and/or private industry; or an equivalent* combination of education and experience. The degree of competency and depth of capability increases according to the minimum education and experience required for each level offered.

Program Manager I & II Functional Responsibilities: Performs organizational assessments and provides technical and management direction on multiple projects for financial and business solutions services to ensure completion of projects within estimated timeframes and budget constraints. Provides the primary interface with client senior personnel regarding operational issues, provides leadership in government meetings, oversees quality control and performance management programs, and coordinates all parties for tasks, reviews and overall work products for completeness and adherence to customer requirements.

Experience and Education Required: A graduate degree in administration, management or finance and 8 years’ experience in senior level executive level management positions in government and/or private industry; or a Bachelor’s degree in administration, management or finance and 10 years’ experience in senior level executive level management positions in government and/or private industry or an equivalent* combination of education and experience. The degree of competency and depth of capability increases according to the minimum education and experience required for each level offered.

Senior Technical Staff I & II Functional Responsibilities: Demonstrates familiarity with program, product and project financial and management principles. Directs resources, operations and program performance for a single major contract or multiple smaller contracts. Interfaces with the client on a day-to-day basis and directs the completion of specific tasks within the desired time frames and budget constraints. Manages the day-to day operations and reviews specific work products for completeness and accuracy.

Experience and Education Required: A Bachelor’s degree in administration, management or finance and 8 years’ experience in management positions in government and/or private industry; or a Bachelor’s degree in administration, management or finance and 6 years’ experience in management positions in government and/or private industry or an equivalent* combination of education and experience. A graduate degree may be substituted for two years of work experience. The degree of competency and depth of capability increases according to the minimum education and experience required for each level offered.

Systems Analyst Functional Responsibilities: Provides analysis in the assessment of existing or proposed systems. Develops benchmarks for measuring system and sub-component performance and performs research to identify dysfunctional systems, offering innovative solutions for practical applications of commercial off-the-shelf (COTS) or customized products to promote productivity enhancements. Creates databases from data and information to assist in system analysis efforts.

Experience and Education Required: A Bachelor’s degree in information technology or a related field and five years of relevant experience in government or private industry; or an equivalent* combination of education and experience.

Financial Analyst/Auditor Functional Responsibilities: Performs financial analysis and/or audits on all functional areas of financial and business solutions. Performs financial modeling and analyzes financial statements, budgets and other financial reports. Identifies areas of concern and makes recommendations on opportunities for productivity improvements. Performs cost benefit analyses and other related analyses.

Experience and Education Required: A Bachelor’s degree in business, finance, math or a related field and five years of relevant experience; or an equivalent* combination of education and experience.

Associate I, II & III Functional Responsibilities: Performs complex analyses in one or more functional areas and applies specific methodologies, practices, and tools to identify, recommend and implement solutions to customer requirements. Performs reconciliation and due diligence as needed. Demonstrates strong knowledge within their field of experience. Develops sophisticated tools to facilitate analysis and project implantation.

Experience and Education Required: A Bachelor’s degree in administration, management or finance or an equivalent* combination of education and experience in government or private industry. A graduate degree may be substituted for two years of work experience. The degree of competency and depth of capability increases according to the minimum education and experience required for each level offered.

Education/Training Specialist Functional Responsibilities: Prepares educational and instructional course materials including outlines, user manuals, instructor’s guides, workbooks, presentation aids and media. Develops interactive courseware content and coordinates the scheduling of training activities. Provides instructions to individuals, teams and groups of employees or government agency personnel. Tracks and analyzes the success of training courses.

Experience and Education Required: A Bachelor’s degree in business, management, education or counseling and four years of relevant experience in government or private industry; or an equivalent* combination of education and experience.

Technical Writer Functional Responsibilities: Collects technical data and information and prepares customized reports, technical documents, training materials, presentation materials, process flow charts, procedural data, meeting/briefing agendas, minutes and action items. Provides editorial and quality assurance support for documents, data, training materials and reports generated to supports PSS solutions.

Experience and Education Required: A Bachelor’s degree in business, communications or a related field and three years of relevant experience; or an equivalent* combination of education and experience.

Administrative Assistant Functional Responsibilities: Supports executives, managers and technical staff in the administrative duties associated with accomplishing work for financial and business solutions services.

Experience and Education Required: Two-year degree preferred, high school graduation required, and three years of relevant experience; or an equivalent* combination of education and experience.

Business Analyst I & II Functional Responsibilities: Analyzes business and financial processes. Reviews customer documentation and specific work processes, reconciles data against relevant documentation, defines problems and outlines recommendations for resolution. Creates and updates tracking reports for internal and customer use.

Experience and Education Required: Two-year degree preferred, but not required, and relevant experience; or an equivalent* combination of education and experience.

Business Applications Specialist Functional Responsibilities: Performs studies and analyses to develop improvement to management, organization and business applications processes for the advancement of quality and efficiency enhancements through reengineering and Lean Six Sigma techniques. Develops program performance metrics and techniques for documenting and projecting future performance of individual program elements and broader sub-components. Implements measurement techniques based on the financial analysis of decisions, effects on policy and program alternatives. Develops systems for management of quality metric systems and analyzes performance against specific measures related to program goals and objectives.

Experience and Education Required: A Bachelor’s degree in business, administration or engineering and four years of relevant experience in government or private industry; or an equivalent* combination of education and experience.

Analyst I & II Functional Responsibilities: Reviews and evaluates data and information from databases and computer-generated documents and reports. Conducts research, reviews and processes analyses associated with technical, financial and management-related functions, including loan processing, budget modeling and analysis. Performs evaluations, financial record keeping, tracking, reporting and validation.

Experience and Education Required: A two-year degree in business, management or finance is preferred but not required; an equivalent* combination of education and experience. The degree of competency and depth of capability increases according to the minimum education and experience required for each level offered.

Statistician Functional Responsibilities: Performs empirical quantitative analysis to study business, financial, management and organizational behavior. Designs and develops empirical tests, collects data, performs hypothesis testing and provides statistical inferences to support evaluation of business, financial, management and organizational attributes. Establishes benchmarks for evaluation purposes, performs quality-related statistical process control through collection and testing of quality related data to determine the degree of success of the quality program.

Experience and Education Required: A Bachelor’s degree in business, engineering, math or a related field and four years of relevant experience; or an equivalent* combination of education and experience.

Technical Support I & II Functional Responsibilities: Provides clerical support to fulfill the technical preparation and delivery of documentation and data need to support PSS professional and technical personnel in the accomplishment of tasks assigned.

Experience and Education Required: Two-year degree preferred, but not required, and relevant experience; or an equivalent* combination of education and experience.

Accounting Specialist Functional Responsibilities: Reviews, analyzes and reconciles invoices, processes invoices for payments, posts transactions to journals, ledgers and other record-keeping documents. Reconciles and maintains account receivable accounts. Updates and processes payroll records. Audits accounting databases.

Experience and Education Required: Two-year degree preferred, but not required, and relevant experience; or an equivalent* combination of education and experience.

Property Inspector Functional Responsibilities: Performs inspection on foreclosed properties to report property conditions and any health & safety hazards for immediate resolution.

Completes detailed property inspection reports and photo documentation for all inspections.

Experience and Education Required: High school diploma and two years of relevant work experience.

Customer Service Representative Functional Responsibilities: Responds timely to customer incoming calls and email inquiries utilizing various internal databases and other resources for information. Inputs all inquiries and resolution into a communications tracking log. Escalates any issues to a supervisor or manager if they cannot be resolved within the desired timeframes.

Experience and Education Required: Two-year degree preferred, high school graduation required, and three years of relevant experience; or an equivalent* combination of education and experience.

Data Technician I & II Functional Responsibilities: Performs basic data research, collection and analysis to support management, financial and technical projects. Prepares data formats, collects and enters data into spreadsheets and databases, and compiles data to develop and produce reports, information, and documentation.

Experience and Education Required: Two-year degree preferred, but not required, and relevant experience; or an equivalent* combination of education and experience.