MAS - Taylor Advisors Inc. - GS23F0046U

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Attached to
Federal Supply Schedule GS23F0046U Federal contract IDV
Contract number
GS23F0046U
Issued by
GSA Federal Acquisition Service

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This document is a Price List for a GSA Federal Supply Schedule contract held by Taylor Advisors, Contract Number GS23F0046U. The contract is for the Multiple Award Schedule and covers Professional Services under Product Service Code R704.

The contract period is July 17, 2023 through July 16, 2028. Taylor Advisors is a small business providing Financial Advising, Loan Servicing, and Asset Management Services under SIN 522310. Hourly labor rates are provided for three labor categories - Junior Consultant/Manager, Senior Consultant/Manager, and Staff, with rates escalating annually. The maximum order value per SIN is $1,000,000. Standard terms and conditions for the schedule are included, such as geographic coverage, delivery timeframes, and payment information.

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Taylor Advisors Inc. Pricelist and/or Vendor Terms and Conditions for GS23F0046U, a Federal Supply Schedule awarded to Taylor Advisors Inc., under The Professional Services Schedule (PSS)

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May 15, 2023

U.S. GENERAL SERVICES ADMINISTRATION

FEDERAL ACQUISITION SERVICE

Authorized Federal Supply Schedule FSS Price List

CONTRACTOR:

TAYLOR ADVISORS

700 N. HURSTBOURNE PKWY

SUITE 110

LOUISVILLE, KY 40222

Contract Number: GS23F0046U

Schedule Title: Multiple Award Schedule Federal Supply Group: Professional Services Product Service Code: R704

Contract Period: July 17, 2023 – July 16, 2028 Price list current as of Modification #PO-0026 effective 04/17/2023

Business Size: Small

Contract Administrator: TODD TAYLOR Phone Number: 502-412-2524

Web Site: http://www.tayloradvisor.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 go to the following website:

https://www.gsa.gov/schedules.

TAYLOR ADVISORS | Contract GS23F0046U 1

CONTRACTOR:

TAYLOR ADVISORS

700 N. HURSTBOURNE PKWY

SUITE 110

LOUISVILLE, KY 40222

Schedule Title : Multiple Award Schedule Product Service Code : R704

UEI# : H8LMKKY1ADJ3

Contract Period : July 17, 2023 – July 16, 2028

Business Size : Small

TABLE OF CONENTS

Awarded Service Information Listed by Special Item Numbers (SINS)…………………………………………...Pages 2 Terms and Conditions……………………………….………………………………………………………...….Pages 3-5

TAYLOR ADVISORS | Contract GS23F0046U 2

Awarded Service Information Listed by Special Item Numbers (SINS):

SIN:522310

Financial Advising, Loan Servicing and Asset Management Service

Professional Services Junior Consultant/Manager

5 years minimum experience in investment and asset/liability management or related field, bachelor’s degree in finance or related field. Junior consultant is responsible for strategy documentation, implementation, and monitoring.

Unit of Issue: Per Hour 7/17/2023 -7/16/2024 $183.63 7/17/2024 -7/16/2025 $187.30 7/17/2025 -7/16/2026 $191.05 7/17/2026 -7/16/2027 $194.87 7/17/2027 -7/16/2028 $198.77

Senior Consultant/Manager

10 years minimum experience in investment and asset/liability management or related field, bachelor’s degree in finance or related field. Senior consultant is responsible for strategy design and oversight of its implementation.

7/17/2023 -7/16/2024 $309.84 7/17/2024 -7/16/2025 $316.04 7/17/2025 -7/16/2026 $322.36 7/17/2026 -7/16/2027 $328.81 7/17/2027 -7/16/2028 $335.39

Staff

1 year minimum experience in investment and asset/liability management or related field, bachelor’s degree in finance or related field. Support staff is responsible for investment, asset/liability, market analysis, and assembling presentation materials.

7/17/2023 -7/16/2024 $61.97 7/17/2024 -7/16/2025 $63.21 7/17/2025 -7/16/2026 $64.47 7/17/2026 -7/16/2027 $65.76 7/17/2027 -7/16/2028 $67.08

TAYLOR ADVISORS | Contract GS23F0046U 3

Terms and Conditions:

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

SIN Description 522310 Program Financial Advisor SIN OLM Order, Level, Material

2. Maximum order per SIN:

SIN Maximum Order 522310 $1,000,000.00

SIN OLM $250,000

3. Minimum order:

$300.00

4. Geographic Coverage:

50 States,DC,PtoRico

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

Louisville, KY

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

Government Net Prices (discounts already deducted.)

7. Quantity Discounts:

NA

8. Prompt payment terms:

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:

10a. Time of Delivery:

15 Days Delivered (after receipt of order)

10b. Expedited Delivery:

10c. Overnight and 2-Day Delivery:

10d. Urgent requirements:

11. F.O.B. points:

Alaska : D - Destination Continental US : D - Destination

Hawaii : D - Destination Puerto Rico : D - Destination

TAYLOR ADVISORS | Contract GS23F0046U 4

12a. Ordering Addresses:

1 Taylor Advisors Todd Taylor

700 N. HURSTBOURNE PKWY

Suite 110 Louisville, KY 40222 United States Ph:502-412-2524 todd@tayloradvisor.com

12b. Ordering Procedures:

See Federal Acquisition Regulation (FAR) 8.405-3

13. Payment Addresses:

1 Taylor Advisors Todd Taylor

700 N. HURSTBOURNE PKWY

Suite 110 Louisville, KY 40222 United States Ph:502-412-2524 todd@tayloradvisor.com

14. Warranty Provision:

15. Export Packing Charges:

16. Terms and conditions of rental, maintenance, and repair:

17. Terms and conditions of installation:

18. Terms and conditions of repair parts:

18a. Terms and conditions for any other services:

19. List of service and distribution points:

20. List of participating dealers:

21. Preventative maintenance:

22a. Special attributes such as environmental attributes:

22b. Section 508 compliance information:

TAYLOR ADVISORS | Contract GS23F0046U 5

23. Unique Entity Identifier (UEI) Number:

H8LMKKY1ADJ3

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

Taylor Advisors’ entity registration is active

File details come from the government source that posted it. Updated .