MAS - David-James LLC - GS23F0050T

Cover Page

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.

Schedule Title: Multiple Award Schedule Industrial Group: 00CORP Professional Services Schedule

Contract Number: GS-23F-0050T MAS Code: 541211 – Office of Certified Public Accountants MAS Code: 541611 – Administrative Management & General Management Consulting Federal Supply Classification: R Product Service Code: R704 – Auditing Services

For more information on ordering from Federal Supply Schedules go to GSA Schedules at www.gsa.gov/schedules.

Contract Period: July 30, 2012 to July 29, 2027 Contractor Name: David-James, LLC Address: 9524 Belair Rd. Suite 202, Baltimore, MD 21236-1507 Phone Number: 410-248-1000 Fax Number: 410-248-0176 Web site: www.djllc.com Contact for contract administration: James A. Hamilton

Point of contact: James A. Hamilton Point of contact email: james.hamilton@djllc.com

Business size: Small Business

Prices Shown Herein are Net (discount deducted)

Effective Modification: PS-0033 Dated: April 22, 2024 http://www.djllc.com/ mailto:james.hamilton@djllc.com

CUSTOMER INFORMATION PAGE

1a. Auditing Services 541211 and Administrative Management & General Management Consulting 541611

1b. Price List: See page 4

1c. Hourly Rates: See page 4

2. Maximum order: $22,000,000

3. Minimum order: $100.00

4. Geographic coverage (delivery area): 50 States, DC and Puerto Rico

5. Point(s) of production (city, county, and state or foreign country): David-James, LLC 9524

Belair Road, Suite 202 Baltimore, MD 21236-1507

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

7. Quantity discounts: N/A

8. Prompt payment terms: 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: 30 Days from date of award to date of completion (services only)

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

10c. Overnight and 2-day delivery: N/A

10d. Urgent requirements: Agencies can contact the contact for contract administration to obtain faster delivery.

11. F.O.B. point(s):

Alaska: D-Destination Continental US: D-Destination Hawaii: D-Destination Puerto Rico: D- Destination

12a. Ordering address (es): David-James, LLC

9524 Belair Road Suite 202

Baltimore, MD 21236

US

Phone: 410-248-1000 Fax: 410-248-0176 James.hamilton@djllc.com

12b. Ordering procedures: See Federal Acquisition Regulation (FAR) 8.405-3.

13. Payment address: David-James, LLC

9524 Belair Road Suite 202 Baltimore, MD 21236

US

Phone: 410-248-1000 Fax: 410-248-0176 James.hamilton@djllc.com

14. Warranty provision: N/A

15. Export packing charges: N/A

16. Terms and conditions of rental maintenance, and repair – N/A

17. Terms and conditions of installation – N/A

18. Terms and conditions of repair parts – N/A

18a. Terms and conditions for any other services – All terms and conditions will be agreed upon at the time of contracting.

19. List of service and distribution points – N/A

20. List of participating dealers – N/A

21. Preventative maintenance – N/A

22a. Special attributes such as environmental attributes: N/A

22b. Section 508 compliance information: N/A

23. Unique Entity Identifier (UEI): XDBFVXZJC9N1

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

Updated Registration 12/13/2024, Registration valid to 12/13/2025. – The valid to date can be found at www.sam.gov) mailto:James.hamilton@djllc.com mailto:James.hamilton@djllc.com

David-James, LLC GSA Rate Contract Term

MAS Service/Job Title

Minimum Education

Minimum Years of Experience

7/30/2022

7/29/2023

7/30/2023

7/29/2024

7/30/2024

7/29/2025

7/30/2025

7/29/2026

7/30/2026

7/29/2027

541211 541611

Actuary - At least 6 years’ experience in actuarial services with the appropriate graduate degrees and professional designations.

Develops analyses models and estimates which allow assessments of historical relationships and projections of current practices or evaluation of the impact of proposed changes to the current system. Monitors prices, utilization and costs and economic/demographic trends and analyzes their implications. These analyses include calculating the economic effect of proposals for the client. As applicable, will have supervision responsibility for actuarial services.

Master's Degree

6 $411.35 $423.77 $436.48 $449.57 $463.06

541211 541611

Partner - Are the owners of the firm and legally responsible for the activities of the firm's employees and subcontractors. Must have at least 8 years’ experience in public accounting. Must be a licensed CPA and maintain all the same technical requirements as described for managers. In addition, Partners determine the strategic direction of the firm and must maintain all financial relationships for the firm's conduct of its day-to-day operations. Partners perform the final review of the firm's deliverables to ensure that all contractual requirements are met and the work the firm produces meet American Institute for Certified Public Accountants (AICPA) standards as well as GAGAS requirements when necessary.

Bachelor's Degree

8 $314.49 $323.92 $333.64 $343.65 $353.96

541211 541611

Senior Manager - Must have at least 8 years audit or related experience and the knowledge and education expected of a Manager as set forth below. Is responsible for all aspects of the engagements/contracts they oversee. Engagement/Contract responsibilities may include but are not limited to: acting as the primary liaison with client; the management of subcontractors; ensuring that all contractual requirements have been met; and ensuring that the client is satisfied with work performed. Is ultimately responsible for the quality of the work product or deliverables for the engagements that they have been assigned by the firm's partners.

Bachelor's Degree

8 $205.76 $211.93 $218.29 $224.84 $231.59

541211 541611

Manager - Must have at least 5 years’ experience in public accounting or a related field. Must hold a graduate degree or be licensed to practice in a related field or be licensed as a CPA and have the knowledge expected of an Experienced Senior Auditor as set forth below. Serves as liaison between the firm, its clients, the public and its professional staff.

Must be capable of managing multiple large and complex auditing, accounting and consulting engagements. The Manager responsibilities for an engagement may include, but are not limited to:

staffing and scheduling; adherence to budgets; and compliance with applicable federal regulations. is directly responsible for staff development and training. Must be capable of acting as a subject matter expert in their assigned area(s). He or she must be fully competent with respect to (SAARS or attestation standards), (GAAP) and (GAGAS) for commercial, non-profit, and governmental organizations in the United States of America as well as other countries, if applicable.

Bachelor's

5 $182.50 $187.98 $193.62 $199.43 $205.41

541611

Experienced Senior Accountant/Auditor - Must have three years of experience in public accounting or a related field and the knowledge and education expected of a Senior Accountant/Auditor as set forth below. Has the ability to supervise large complex engagements simultaneously. Expected to be competent with respect to (SAARS or attestation standards), (GAAP) and (GAGAS) for governmental, non-profit and commercial organizations of the United States and other countries if applicable.

Further, he or she is expected to develop and maintain specialized technical knowledge in these specialized industries in which we practice, such as CFR regulations related to Medicare. Should demonstrate the ability to train and develop personnel on a daily basis.

Reviews the work of lower level staff and prepares work products for the approval of Management.

Expected to be working to become a CPA or to obtain an appropriate graduate degree in a related field.

Bachelor's

3 $147.55 $151.98 $156.54 $161.24 $166.08

541611

Senior Accountant/Auditor – At least two years of experience in public accounting or related field plus the knowledge and education expected of an Experienced Accountant/Auditor as set forth below. They should be capable of running multiple complex jobs at one time. May have multiple staff members working under his/her direction. Has an understanding of technical aspects of jobs/projects they are responsible for and be able to assist upper level staff with production of contract deliverables.

Expected to be proficient with regards to: Standard Accounting and Review Standards (SAARS or attestation standards); Generally Accepted Accounting Principles (GAAP); and Generally Accepted Government Accounting Standards (GAGAS) for governmental organizations. Also expected to be working to become a CPA or to obtain an appropriate graduate degree or professional designation.

Bachelor's Degree

2 $124.24 $127.97 $131.81 $135.76 $139.83

541211 541611

Experienced Staff Accountant/Auditor – At least one year of experience in public accounting or a related field plus the have the knowledge and education expected of a Staff Accountant/Auditor. They should be ready to supervise assigned staff on accounting, tax or audit related engagements. Capable of assisting in the preparation of the final product in an engagement and reports directly to a senior or supervisory level person.

Bachelor's

1 $112.59 $115.97 $119.45 $123.03 $126.72

541611

Staff Accountant/Auditor - Entry-level position that assist higher-level individuals with assigned task in public accounting or auditing.

They should have a working knowledge of spreadsheets and accounting/auditing principles.

Expected to supervise paraprofessional personnel and review their work. Must have a Bachelor’s Degree.

Bachelor's Degree

0 $99.00 $101.97 $105.03 $108.18 $111.43

541211 541611

Paraprofessional - Supports our project management staff with the preparation of contract deliverables, presentations for clients and internal staff and monthly management reports.

Under the direction of a professional staff member, may provide clerical and administrative support for ad-hoc projects requested by management. Must have a total of two years of experience and an Associate’s Degree.

Associate's

2 $81.52 $83.97 $86.49 $89.08 $91.75

The Service Contract Labor Standards, formerly the Service Contract Act (SCA), is applicable to this contract 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 CRF 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 the applicable

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