MAS - Isimplify Consulting, LLC - GS23F0102X

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 GSAAdvantage!® is: 9999999999999999999999

MULTIPLE AWARD SCHEDULE

FSC Group: Professional Services FSC Class: R408, R703, R704

Contract #: GS-23F-0102X

Contract Period: August 22, 2011 – August 21, 2026

10632 Little Patuxent Pkwy Suite 234, Columbia, MD 21044-6259

Phone: 301.304.3242 ext. 4 |Fax: 301.837.9734 www.isimplifyllc.com

Contract Administrator: Ms. Tawanda M. Smith, CPA, CMA

Email: tsmith@isimplifyllc.com sales@isimplifyllc.com

Business size: Small

Facility Clearance Level: Secret

For more information on ordering go to the following website:

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

Price list current as of Modification #PA-0053, effective 9/5/2023 Prices Shown Herein are Net (discount deducted) http://www.isimplifyllc.com/ mailto:tsmith@isimplifyllc.com mailto:sales@isimplifyllc.com https://www.gsa.gov/schedules

Company Certifications: SDB, WOSB

TABLE OF CONTENTS

Contract Information 1

Professional Hourly Rates 3

Contract Overview 8

Awarded Special Item Numbers 9

Labor Category Descriptions and Qualifications 11

©2023. iSimplify®, LLC. ALL RIGHTS RESERVED.

©2009-2023. iSimplify®, LLC. All Rights Reserved.

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10632 Little Patuxent Pkwy Suite 234, Columbia, MD 21044-6259 Ph. 301.304.3242 ext. 4

1a. TABLE OF AWARDED SPECIAL ITEM NUMBERS (SINs)

SIN # Maximum Order

Per SIN

SERVICE

541211 $1,000,000 Auditing Services

541214 $1,000,000 Payroll Services

541219 $1,000,000 Budget and Financial Management Services

541611

$1,000,000 Management and Financial Consulting, Acquisition and Grants

Management Support, Financial & Performance Audits, and

Business Program and Project Management Services

541211RC, 541214RC

541219RC, 541611RC

$1,000,000 Disaster and Recovery

OLM, OLMRC

OLMSTLOC

$250,000 Order Level Materials

1b. LOWEST PRICE MODEL NUMBER AND PRICE FOR EACH SIN Hourly pricing for Option Period 2 for the labor categories awarded under SINs (as shown in item #1a above) are listed with labor categories in each Service Area. Awarded prices are based on the Contractor’s commercial market prices and escalation is based on clause I-FSS-969, paragraph (b)(1), Economic Price Adjustment-FSS Multiple Award Schedules, with a fixed annual escalation rate of 2% for Option Period 2. All prices include the 0.75% IFF. Labor categories apply to the entire schedule of approved SINs listed in Item 1a.

Auditing Services – SIN#: 541211, 541219, 541611

CONTRACT INFORMATION

Labor Category 01/21/2022-

08/21/2022

08/22/2022-

08/21/2023

08/22/2023-

08/21/2024

08/22/2024-

08/21/2025

08/22/2025-

08/21/2026

Engagement Manager 222.20$ 226.64$ 231.17$ 235.79$ 240.51$

Audit Partner $ 205.70 $ 209.81 $ 214.01 $ 218.29 $ 222.66

Audit Manager 122.38$ 124.83$ 127.33$ 129.88$ 132.48$

Audit Principal 205.70$ 209.81$ 214.01$ 218.29$ 222.66$

Quality Control Specialist 145.80$ 148.72$ 151.69$ 154.72$ 157.81$

Audit Supervisor 145.98$ 148.90$ 151.88$ 154.92$ 158.02$

Systems Auditor 125.98$ 128.50$ 131.07$ 133.69$ 136.36$

Senior Auditor 104.55$ 106.64$ 108.77$ 110.95$ 113.17$

Auditor 82.43$ 84.08$ 85.76$ 87.48$ 89.23$

Junior Auditor 59.43$ 60.62$ 61.83$ 63.07$ 64.33$

Risk Management Analyst 94.76$ 96.66$ 98.59$ 100.56$ 102.57$

Option Period 2 - CONUS

PROFESSIONAL HOURLY RATES - USD

Performance Period http://www.ifoscorp.cpa/

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Accounting Services – SIN #: 541211, 541214, 541219, 541611

Financial Analysis Services – SIN #: 541211, 541214, 541219, 541611

Grant Management Services

Budgeting Services - SIN #: 541219, 541611

Program Support Services

01/21/2022-

08/21/2022

08/22/2022-

08/21/2023

08/22/2023-

08/21/2024

08/22/2024-

08/21/2025

08/22/2025-

08/21/2026

Budget Manager 104.74$ 106.83$ 108.97$ 111.15$ 113.37$

Budget Analyst SME 124.69$ 127.18$ 129.72$ 132.31$ 134.96$

Senior Budget Analyst 93.17$ 95.03$ 96.93$ 98.87$ 100.85$

Budget Analyst 81.39$ 83.02$ 84.68$ 86.37$ 88.10$

Junior Budget Analyst 63.64$ 64.91$ 66.21$ 67.53$ 68.88$

Senior Procurement Specialist 93.88$ 95.76$ 97.68$ 99.63$ 101.62$

PROFESSIONAL HOURLY RATES - USD

Option Period 2 - CONUS

Performance Period

Labor Category 01/21/2022-

08/21/2022

08/22/2022-

08/21/2023

08/22/2023-

08/21/2024

08/22/2024-

08/21/2025

08/22/2025-

08/21/2026

Financial Manager 108.43$ 110.60$ 112.81$ 115.07$ 117.37$

Senior Financial Analyst 80.02$ 81.62$ 83.25$ 84.92$ 86.62$

Financial Analyst 70.49$ 71.90$ 73.34$ 74.81$ 76.31$

Junior Financial Analyst 59.56$ 60.75$ 61.97$ 63.21$ 64.47$

Senior Business Data Analyst 110.00$ 112.20$ 114.44$ 116.73$ 119.06$

Business Data Analyst 92.48$ 94.33$ 96.22$ 98.14$ 100.10$

PROFESSIONAL HOURLY RATES - USD

Option Period 2 - CONUS

Performance Period

Labor Category 01/21/2022-

08/21/2022

08/22/2022-

08/21/2023

08/22/2023-

08/21/2024

08/22/2024-

08/21/2025

08/22/2025-

08/21/2026

Project Manager 131.83$ 134.47$ 137.16$ 139.90$ 142.70$

Accounting Manager 119.90$ 122.30$ 124.75$ 127.25$ 129.80$

Senior Accountant 93.53$ 95.40$ 97.31$ 99.26$ 101.25$

Accountant 82.43$ 84.08$ 85.76$ 87.48$ 89.23$

Junior Accountant 59.43$ 60.62$ 61.83$ 63.07$ 64.33$

PROFESSIONAL HOURLY RATES - USD

Option Period 2 - CONUS

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Grants Management Services SIN #: 541219, 541611

Program Support Services SIN #: 541214, 541219, 541611

*Note: Disaster and Recovery SIN # apply to professional services, when applicable.

1c. LABOR CATEGORY DESCRIPTIONS: The labor category descriptions for all awarded labor categories starts on page 11 below.

2. Maximum order: $1,000,000

3. Minimum order: $100

4. Geographic coverage: Domestic

5. Point(s) of production: 10632 Little Patuxent Pkwy Suite 234, Columbia, MD

21044-6259 and customer designated locations

6. Discount from list prices or statement of net price. Government Net Prices (discounts already deducted.)

7. Quantity discounts: 2% Off Initial Task Orders Valued at $300,000.00 or More

01/21/2022-

08/21/2022

08/22/2022-

08/21/2023

08/22/2023-

08/21/2024

08/22/2024-

08/21/2025

08/22/2025-

08/21/2026

Grants Manager SME 198.50$ 202.47$ 206.52$ 210.65$ 214.86$

Senior Grants Management Specialist 102.36$ 104.41$ 106.50$ 108.63$ 110.80$

Grants Management Specialist 85.29$ 87.00$ 88.74$ 90.51$ 92.32$

Junior Grants Management Specialist 55.10$ 56.20$ 57.32$ 58.47$ 59.64$

PROFESSIONAL HOURLY RATES - USD

Option Period 2 - CONUS

Performance Period

Labor Category 01/21/2022-

08/21/2022

08/22/2022-

08/21/2023

08/22/2023-

08/21/2024

08/22/2024-

08/21/2025

08/22/2025-

08/21/2026

Senior Program Support 86.03$ 87.75$ 89.51$ 91.30$ 93.13$

Program Support 74.67$ 76.16$ 77.68$ 79.23$ 80.81$

Junior Program Support 69.59$ 70.98$ 72.40$ 73.85$ 75.33$

Public Policy Analyst 92.15$ 93.99$ 95.87$ 97.79$ 99.75$

PROFESSIONAL HOURLY RATES - USD

Option Period 2 - CONUS

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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: N/A

10a. Time of delivery. To Be Determined at the Task Order level.

10b. Expedited Delivery. To Be Determined at the Task Order level.

10c. Overnight and 2-day delivery. To Be Determined at the Task Order level.

10d. Urgent Requirements. To Be Determined at the Task Order level.

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

12a. Ordering address. Same as business address.

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

13. Payment address. iSimplify® encourages all customers to remit funds electronically.

Please direct electronic remittances to the following address:

iSimplify® Consulting, LLC

Attn: Shared Services Accounting

10632 Little Patuxent Pkwy Suite 234 Columbia, MD 21044-6259 billing@isimplifyllc.com

14. Warranty provision. Standard Commercial Warranty Terms & Conditions.

15. Export packing charges, if applicable. N/A

16. Terms and conditions of rental, maintenance, and repair (if applicable). N/A

17. Terms and conditions of installation (if applicable). N/A

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

18b. Terms and conditions for any other services (if applicable). N/A

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

20. List of participating dealers (if applicable). N/A

21. Preventive maintenance (if applicable). N/A mailto:billing@isimplifyllc.com

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

22b. If applicable, indicate that Section 508 compliance information is available for the information and communications technology (ICT) products and services and show where full details can be found at contractor’s website. ICT accessibility standards can be found at: https://www.Section508.gov/. N/A

23. Unique Entity Identifier (UEI) Number. T425BIKASGM9

24. Notification regarding registration in System for Award Management (SAM) database. Contractor registered and active in SAM.

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We’re Disciplined and Distinctive iSimplify® Consulting, LLC offers professional advisory, assurance and consulting services with dedicated professionals and a distinguishable performance record for public and business engagements. We have built our firm on a solid foundation of knowledge, a forward-looking vision, and a belief in doing business differently. We aim to provide our clients with business results, peace of mind, reduced costs, risk mitigation strategies and remove the complexity of managing your business.

For awarded engagements, a “central” team which serves as the overall operational and focal team is involved in all phases of the project coordination, scheduling, assignments, communication, review, and reporting phases. The central team reviews any past problems, conducts risk assessment, and then assigns various teams customized based upon the engagement to oversee key elements of the statement of work requirements. We also use a separate information systems team through our industry partnerships to review agency specific Federal systems in place. In all our teams, the key factor of our success is that a partner and manager lead the engagement.

Contract Overview

The General Services Administration (GSA) merged a number of service-related schedules into one to create the Multiple Award Schedule (MAS). Under the GSA Multiple Award Schedule (MAS), Contract # GS-23F-0102X, iSimplify® offers professional assurance, advisory and consulting services expertise designed specifically for federal, state, local, and other authorized public entities. The firm was originally awarded the MAS contract on August 22, 2011. Based upon the firm’s demonstrated performance of delivering high quality services on time and within scope, GSA has exercised the option to extend the ordering period to August 21, 2026. The MAS contract is an indefinite delivery, indefinite quantity ordering vehicle that provides for task orders to be placed as firm fixed price or time and material (T&M) contract types using the labor categories and ceiling rates defined in our awarded contract. Contract type selected is at the discretion of the ordering agency and there is no dollar value ceiling for this contract.

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Awarded SIN Service Offerings

Under our MAS schedule, iSimplify® is ready to receive and begin assignments as soon as a contract is awarded, and we manage each task order effectively from beginning to end. Our project professionals will be available to apply the requisite knowledge, skills, and analytical capabilities to perform tasks required in accordance with the Special Item Numbers (SIN) issued under

GS-23F-0102X. iSimplify® assigns dedicated professionals with a commitment to customer service on engagements we undertake. Our engagement teams have the required background checks, professional training and required knowledge to begin providing professional services immediately upon award and assignment of tasks that include but are not limited to the following:

541211 - Auditing Services - Financial-related audits, performance audits, recovery audits, transportation audits, and contract audits in accordance with Generally Accepted Government Auditing Standards (GAGAS) and non-GAGAS. Perform an independent assessment of an entity’s:

a) financial statements in conformity with generally accepted accounting principles

b) financial information, adherence to financial compliance requirements and internal controls

c) organization or program performance to identify areas for improvement

541219 - Budget & Financial Management Services - Accounting, budgeting, and complementary financial services such as: transaction analysis, transaction processing, data analysis and summarization, technical assistance in devising new or revised accounting policies and procedures, classifying accounting transactions, special studies to improve accounting operations, assessment and improvement of budget formulation and execution processes, special reviews to resolve budget formulation or budget execution issues, and technical assistance to improve budget preparation or execution processes.

541214 - Payroll Services - Agency-identified recurring commercial activities such as billing, payroll processing that includes collecting information on hours worked, pay rates, deductions, and other payroll-related data using that information to generate paychecks, payroll reports, and tax filings.

These establishments may use data processing and tabulating techniques as part of providing their services.

541611 - Management & Financial Consulting, Acquisition and Grants Management Support, Business Program & Project Management Services - Provide operating advice and assistance on administrative and management issues. Examples include: strategic and organizational planning, business process improvement, acquisition and grants management support, facilitation, surveys, assessment and improvement of financial management systems, financial reporting and analysis, due diligence in validating an agency’s portfolio of assets and related support services, strategic financial planning, financial policy formulation and development, special cost studies, actuarial services, economic and regulatory analysis, benchmarking and program metrics, and business program and project management.

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Service Contract Labor Disclosure

**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 iSimplify® adds SCLS/SCA labor categories to the contract through the modification process, we will 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. iSimplify® understands failure to do so may result in cancellation of the contract.

Advantages of using iSimplify®’ MAS Schedule Contract include:

EASY

▪ Reduced paperwork requirements.

▪ Ordering is as simple as a phone call – iSimplify®’ accepts the Government Purchase Card for

Simplified Acquisitions.

▪ All Federal Agencies and District of Columbia Government are authorized to order from GSA

Schedules.

▪ FAR 8.405-5(a)(1) expressly states that agencies may set aside orders and BPAs for any of the small business concerns identified in 19.000(a)(3).

▪ No synopsis is required – all competitive requirements have been met through GSA.

SIMPLE

When you use a GSA-Multiple Award Schedule (MAS)

▪ GSA Schedule contracts are issued with a five-year base period, with the potential of three five-year options.

▪ GSA Schedule contracts are negotiated with the intent of achieving the contractors' "most favored customer" pricing/discounts specifically for authorized buyers under similar conditions.

▪ For orders under $2,500, order from any schedule.

▪ For orders over $2,500, determine the "best value" by looking at 3 or more price lists or use

GSA Advantage! For professional services, also prepare a statement of work (SOW), transmit the request for quotation to contractors appearing to offer "best value", then evaluate and select.

▪ Blanket Purchase Agreements (BPAs) can be established with iSimplify®. The long-term relationship developed with our firm will often result in ordering agencies being able to negotiate competitive pricing especially for complex and diversified servicing.

SECURE

The GSA Multiple Award Schedule (MAS) Program assures that agencies:

▪ Meet all competition requirements.

▪ Meet all Federal Acquisition Regulations (FAR) requirements.

▪ Avoid long solicitation times to service…procurement cost savings.

▪ Receive discounts based on purchasing power. The more you order, the more you save! We offer both ordering volume and net payment discounts.

▪ Have access to prequalified contractors with demonstrated past performance.

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LABOR CATEGORY DESCRIPTIONS

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Contents

ASSURANCE SERVICES .................................................................................... ………..14

AUDITING

Engagement Manager

Audit Partner

Audit Manager

Audit Principal

Quality Control Specialist

Audit Supervisor

Senior Auditor

Auditor

Systems Auditor

Junior Auditor

Risk Management Analyst

ADVISORY SERVICES

ACCOUNTING

Project Manager

Accounting Manager

Senior Accountant

Accountant

Junior Accountant

FINANCIAL & BUSINESS ANALYSIS

Financial Manager

Senior Financial Analyst

Financial Analyst

Junior Financial Analyst

Senior Business Data Analyst

Business Data Analyst

BUDGET SERVICES

Budget Manager

Budget Analyst (Various Levels)

Senior Procurement Specialist

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GRANTS MANAGEMENT

Grants Manager SME

Senior Grants Management Specialist

Grants Management Specialist

Junior Grants Management Specialist

CONSULTING SERVICES

Program Support (Various Levels)

Public Policy Analyst

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ASSURANCE SERVICES

AUDITING

Engagement Manager The Engagement Manager is responsible for managing agreed upon services and solutions and delivery of assurance and non-assurance services. Leads project management on non-assurance engagement as accounting and bookkeeping, tax services, advisory services, and management consulting. Oversees the preparation of designing accounting systems, preparing financial statements, reviewing programs, and providing recommendations regarding clients' internal controls and meets with clients' management personnel. Develops and strengthens long-term relationships with senior client management and peer client levels. Develops and is accountable for the assignment work plan and ensures assigned tasks and responsibilities are achieved. Plans, organizes, and controls multiple responsibilities and resources to achieve assignment objectives. Handles escalated client concerns as warranted, including those related to services and fees. Serves as mentor and advisor to partners and managers during various phases of client relationships and technical matters. Master’s Degree, at least 10 years of experience and a licensure/certification are required.

Engagement Manager

Level *Minimum Education / Certification Level Minimum Year Experience

Subject Matter Expert Masters (Required) 10

Audit Partner The Audit Partner is responsible for leading engagements in accounting, audit, or financial management advisory services. Oversees and directs the activities of assurance and advisory teams and have ultimate responsibility for signing off on audit reports on attestation and/or agreed upon procedures on advisory engagements. Ensures the specific assurance or non-assurance engagement is completed with appropriate rigor, on time and for signing off on the work completed. Acts as the key relationship contact with the client and ensuring that the client receives a high-quality service. Partners primary focus is on managing their existing client portfolio as well as developing new client relationships. Defines client assignment strategy, objectives, scope, and pricing. Manages assignment risks relative to client and firm requirements. Seeks regular client assessment of assignment progress and overall feedback on performance/value add. Provides support to ensure timely completion of audit projects, including monitoring turnaround and reviewing audit files. Master’s Degree, at least 10 years of experience and a licensure/certification are required.

Audit Partner

Subject Matter Expert Masters (CPA) 10

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Audit Manager Responsible for overseeing internal operating controls, processes, and practices; recommend changes and enhancements to existing policies and controls in accordance with standards established by AICPA and/or generally accepted government auditing standards; Plans, organizes, and controls multiple responsibilities and resources to achieve assignment objectives. Partners with clients by understanding their business and industry and by providing ongoing advice, insights, and support. Contributes to the planning and review of audit programs appropriate to the individual company, prepared by the team, to assess whether the planned audit tests will obtain sufficient and appropriate evidence. Recommends changes to processes and procedures based on audit findings.

Audit Manager

Subject Matter Expert Bachelors (CPA, CFE, CICA or other

Certification Preferred)

*Note: In some cases, the following will be considered in place of minimum education and experience: unique education; specialized experience, skills, knowledge, training, or certification; military training and/or experience; quality of experience; national recognition;

or exceptional Grade Point Average. Related experience may be substituted for education. Education and experience requirements will be determined jointly by the firm and the customer based on task requirements.

Audit Principal The Audit Principal is responsible for overseeing internal operating controls, technical guidance, processes and practices; recommend changes and enhancements to existing policies and controls to make sure engagement protocols are current, adequate, functional and utilized in accordance with standards established by the customer;

generally, oversees a team of Auditors/Accountants on assurance and/or non-assurance engagements, reviewing work and providing guidance; obtains sufficient and appropriate audit evidence, addressing the relevant audit and advisory objectives and demonstrates how it relates to the rest of the engagement, in order to demonstrate knowledge of basic auditing and accounting skills. The Audit Principal has extensive experience with governmental and tax-exempt organizations, performing a number of audits, accounting, and consulting services. Contributes to the planning and review of audit programs appropriate to the individual company, prepared by the team, in order to assess whether the planned audit tests will obtain sufficient and appropriate evidence. Recommends changes to processes and procedures based on audit findings.

Audit Principal

Subject Matter Expert Masters (CPA, CFE, CICA, CGFM) 10

Quality Control Specialist The Quality Control Specialist primary scope of responsibility includes the Engagement Quality Control Reviews (EQCR) of audited, reviewed and compiled financial statements and inspection of the accompanying workpapers to ensure compliance with all relevant professional and regulatory standards and firm’s policies, procedures, and practices. Applies GAAP, GAAS, and GAGAS procedures consistently within complex situations and write technical consultation memorandums on auditing and accounting issues. Develops firm templates to assist engagement teams in implementing new standards and adherence to OMB, and other pronouncements that affect governmental accounting, auditing, and reporting. Researches and advises on the implementation of new accounting and audit standards and serves as a technical resource to managers and staff. Develops and maintains the firm’s standard accounting and auditing forms library.

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Quality Control Specialist

Subject Matter Expert Masters (CPA, CFE, CICA) 10

Audit Supervisor The Audit Supervisor role is responsible for the “in-charge” responsibilities on review and compilation engagements. This position handles multiple client engagements, special projects, supervising staff, and review of work papers and financial statements. Facilitates the detailed test work and overseeing the documentation of results in audit work papers. Provides guidance and trains engagement team. Reviews work papers, financial statements and reports for accuracy, completeness, compliance, and detail. Tracks the progress of the engagement including the budget and helps resolve accounting, auditing, and reporting problems, as needed.

Creates the work plan and timeline for all project deliverables and performs critical test procedures. Contributes to the planning and review of audit programs appropriate to the client customer, prepared by the team, in order to assess whether the planned audit tests will obtain sufficient and appropriate evidence. Recommends changes to processes and procedures based on audit findings. Demonstrates project management skills and inspires teamwork.

Audit Supervisor

Master Masters (CPA, CFE, CICA) 8

Senior Auditor Senior labor category typically works on high-visibility or mission critical aspects of a given program and performs all functional duties independently and may oversee the efforts of less senior staff and/or be responsible for the efforts of all staff assigned to a specific job. Responsible for assessing, identifying, and documenting key controls, financial/business management processes, financial reporting, and analysis, monitor internal control systems, risk and control assessments, risk management, and correct potential/hidden gaps to achieve audit goals. Provide solutions of financial/business methodologies by understanding customer objectives, structure, policies, processes, internal and external controls to develop Standard Operating Procedures, Process Cycle Memorandums, Control Evaluation Matrix, Prepared by Client Listing, Notices of Findings and Recommendations, Corrective Action Plans, Test of Designs and Test of Operating Effectiveness to resolve any significant deficiencies and material weaknesses. Knowledge of at least two of the required areas in GAGAS, GAAS, GAO Accounting Procedures, Standard General Ledger and OMB 2 CFR 200, A-123, and other Treasury regulatory guidance.

Performs forensic expertise in support of investigations of fraud, corruption, waste, or abuse involving operations or staff in areas in which fraud, waste or abuse is alleged or suspected, including, but not limited to, the auditing of records and accounts as related to funded projects and contracts. Performs testing procedures and prepares working papers to support business outcomes. Examines and analyzes fiscal operations, documents and procedures utilizing Federal promulgations, AICPA and/or industry best practices. Utilizes business intelligence tools to perform business analytics on fiscal and program performance.

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Senior Auditor

III (Sr) BA/BS 8 *Note: In some cases, the following will be considered in place of minimum education and experience: unique education; specialized experience, skills, knowledge, training, or certification; military training and/or experience; quality of experience; national recognition;

or exceptional Grade Point Average. Related experience may be substituted for education. Education and experience requirements will

Auditor Responsible for performing all functional auditing duties independently to obtain sufficient and appropriate audit evidence, addressing the relevant audit objectives and demonstrates how it relates to the rest of the audit.

Contributes to the planning and review of audit programs appropriate to the firm, prepared by the team, to assess whether the planned audit tests will obtain sufficient and appropriate evidence. Recommends changes to processes and procedures based on audit findings. Performs testing procedures and prepares working papers to support business outcomes. Examines and analyzes fiscal operations, documents and procedures utilizing Federal promulgations, AICPA and/or industry best practices. Knowledge of industry required areas in GAO Accounting Procedures, Standard General Ledger and OMB 2 CFR 200, A-123, and other Treasury regulatory guidance.

Provides forensic expertise in support of investigations of fraud, corruption, waste, or abuse involving operations or staff in areas in which fraud, waste or abuse is alleged or suspected, including, but not limited to, the auditing of records and accounts as related to funded projects and contracts. Assists other senior consultants with analysis and evaluation and with the preparation of recommendations for system improvements, optimization, development, and/or maintenance efforts in integrated financial management systems. Utilizes business intelligence tools to perform business analytics on fiscal and program performance.

Auditor

II (Gen) BA/BS 5 *Note: In some cases, the following will be considered in place of minimum education and experience: unique education; specialized experience, skills, knowledge, training, or certification; military training and/or experience; quality of experience; national recognition;

or exceptional Grade Point Average. Related experience may be substituted for education. Education and experience requirements will

Systems Auditor The Systems Auditor role conducts application and system audits, including conducting the planning work on assigned projects, audit planning memos, risk and control matrices, and flowcharts of significant operations.

Provides specialized information systems audit services to assist financial auditors by providing an assessment of general control risks in agency financial management systems comply with established Federal system requirements including OMB, FMFIA, NIST, DATA and FISMA guidelines. Supports financial auditors by providing risk assessments and tests of computerized application controls in the automated financial management systems.

Supports staff auditors to ensure that accurate data is accumulated in a format suitable for the audit; assistance may include data extraction, data analytics, and report generation. Tests automated application controls in paperless environments for audit efficiency in spreading audit procedures more effectively between interim and year-end work. Reviews systems for compliance with various governmental granting agencies including 2 CFR 200 audit compliance.

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Systems Auditor

Advanced Bachelors (CPA, CFE, CICA, CISA) 5

Junior Auditor Responsible for assisting more senior positions and/or performing functional duties under the oversight of more senior positions to obtain sufficient and appropriate audit evidence, supporting the relevant audit objectives and documenting audit workpapers. Contributes to a section of assurance programs to assess whether planned tests provide sufficient and appropriate evidence. Recommends changes to processes and procedures based on audit findings. Performs testing procedures and prepares working papers to support independent audit and review outcomes. Examines and analyzes fiscal operations, documents and procedures utilizing Federal promulgations as 2 CFR 200, Cost Accounting Standards, AICPA and/or industry best practices. Provides support of investigations of fraud, corruption, waste, or abuse involving operations or staff in areas in which fraud, waste or abuse is alleged or suspected, including, but not limited to, the auditing of records and accounts as related to funded projects and contracts. Assists other senior consultants with analysis and evaluation and with the preparation of recommendations for system improvements, optimization, development, and/or maintenance efforts in integrated financial management systems. Utilizes business intelligence tools to perform business analytics on fiscal and program performance.

Junior Auditor

I (Junior) Associates 2 *Note: In some cases, the following will be considered in place of minimum education and experience: unique education; specialized experience, skills, knowledge, training, or certification; military training and/or experience; quality of experience; national recognition;

or exceptional Grade Point Average. Related experience may be substituted for education. Education and experience requirements will be determined jointly by the firm and the customer based on task requirements.

Risk Management Analyst The Risk Management Analyst is responsible for customer support activities related to risk management and mitigation. This position provides services related to conducting risk assessments, tracking risks and Risk Owners, maintaining the Risk Management database, facilitating the development of Risk Response Plan courses of action, and monitoring the successful completion of Risk Response Plan courses of action. Supports detailed risk assessments assisting the risk owners to analyze risk and develop detailed risk mitigations steps documented in the Integrated Master Schedule. Conducts and assists risk owners in conducting qualitative and quantitative risk analysis determining cost, schedule and/or performance impacts if risk is realized. Performs risk identification, qualitative or quantitative risk analysis and response planning as related to budgetary, financial and program management. Consult with customer management officials in the development and implementation of a system to capture and track control deficiencies, as well as internal and external audit findings to resolution. Assist in developing process and policies for reporting findings. Develop and implement corrective actions to resolve material weaknesses, significant deficiencies and other control failures based upon robust multi-faceted root cause analysis. Leverage automation to standardize controls to the greatest extent possible to create efficiencies, repeatability, auditability, and enhance risk-based decision making. Provides expert technical advice and assistance; performs in-depth conformance reviews, audits, and evaluations. Bachelor’s Degree and at least 5 years’ experience is required.

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Risk Management Analyst

General Bachelors 5

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ADVISORY SERVICES

ACCOUNTING

Project Manager Provides strategic advice, technical guidance and expertise to program and project staff; Provides detailed analysis, evaluation and recommendations for improvements, optimization development, and/or maintenance efforts for client-specific or mission critical challenges/issues; Consults with client to define need or problem supervises studies and leads surveys to collect and analyze data to provide advice and recommend solutions.

Responsible for the coordination, performance, and completion of projects. Oversees all aspects of projects.

Sets deadlines, assigns responsibilities, and monitors and summarizes progress of project. Prepares reports for upper management regarding status of project. Ensures compliance with all administrative and contractual requirements. Serves as primary point-of-contact with government contract and program management staff for reporting project status. Responsible for assigning contractor schedules, reviewing work discrepancies, supervising contractor personnel, and communicating policies, purposes, and goals of the organization to subordinates.

Subject Matter Expert

Masters (CPA or PMP) 10

*Note: In some cases, the following will be considered in place of minimum education and experience: unique education;

specialized experience, skills, knowledge, training, or certification; military training and/or experience; quality of experience;

national recognition; or exceptional Grade Point Average. Related experience may be substituted for education. Education and experience requirements will be determined jointly by the firm and the customer based on task requirements.

Accounting Manager Oversees daily financial management activities for compliance with government standards in accordance with GAAP and basic accounting principles; review transactions in financial system for accuracy in reporting and performance metrics to customer; producing reports transactions necessary for month/year-end processing;

responsible for providing recommendations for appropriate fiscal spending; recommend changes/updates to existing policies and controls to make sure they are current, adequate, functional and utilized in accordance with standards established by the customer; generally, oversees a team of Accountants, reviewing work and providing guidance; assisting in development and implementation of financial systems; contributes to the review of financial transactions and corrective actions to be taken to ensure transactions are completed in accordance with GAAP and basic financial principles. Master’s Degree, at least 10 years’ experience and a licensure/certification are required.

Accounting Manager (SME)

Subject Matter Expert

Masters (CGFM) 10

*Note: In some cases, the following will be considered in place of minimum education and experience: unique education; specialized experience, skills, knowledge, training, or certification; military training and/or experience; quality of experience; national recognition; or exceptional Grade Point Average. Related experience may be substituted for education. Education and experience requirements will be determined jointly by the firm and the customer based on task requirements.

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Senior Accountant Senior labor category typically works on high-visibility or mission critical aspects of a given program and performs all functional duties independently and may oversee the efforts of less senior staff and/or be responsible for the efforts of all staff assigned to a specific job. Experience with the accounting and reporting requirements related to appropriations, fund balance with Treasury, and applicable budgetary execution reporting, either via direct involvement, or via direct auditing, examining, and evaluating of operations.

Examine, analyze, and interpret accounting records to prepare financial statements, give advice, or audit and evaluate statements prepared by others. Install or advise on systems of recording costs or other financial and budgetary data. Develops Department-wide reports for submission to OMB, Treasury, and Congress. Provides forensic accounting expertise in support of investigations of fraud, corruption, waste, or abuse involving operations or staff in areas in which fraud, waste or abuse is alleged or suspected, including, but not limited to, the auditing of records and accounts as related to funded projects. Assists other senior consultants with analysis and evaluation and with the preparation of recommendations for system improvements, optimization, development, and/or maintenance efforts in integrated financial management systems.

Determines proper accounting classification and reconciles accounting transactions to pro forma financial statements. Performs accounting research to develop drafts on business process improvements. Examines and analyzes fiscal operations, documents and procedures utilizing Federal promulgations, AICPA and/or industry best practices. Utilizes business intelligence tools to perform business analytics on fiscal and program performance.

Senior Accountant

III (Sr) BA/BS 8 *Note: In some cases, the following will be considered in place of minimum education and experience: unique education; specialized experience, skills, knowledge, training, or certification; military training and/or experience; quality of experience; national recognition; or exceptional Grade Point Average. Related experience may be substituted for education. Education and experience

Accountant Responsible for performing all functional accounting duties independently to examine, analyze, and interpret accounting records to prepare financial statements, give advice, and evaluate statements prepared by others.

Installs or advises on systems of recording costs or other financial and budgetary data. Experience in any of the following fields: financial management, accounting, cost estimating, business process improvement, accounting systems, or information technology applications, economics, or statistics. Provides support in the areas of accounting and reporting requirements related to appropriations, Fund Balance with Treasury, and applicable budgetary execution reporting, either via direct involvement, or via direct auditing, examining, and evaluating of operations. Develops Department-wide reports for submission to OMB, Treasury, and Congress. Provides forensic accounting expertise in support of investigations of fraud, corruption, waste, or abuse involving operations or staff in areas in which fraud, waste or abuse is alleged or suspected, including, but not limited to, the auditing of records and accounts as they relate to funded projects. Assists other senior consultants with analysis and evaluation and with the preparation of recommendations for system improvements, optimization, development, and/or maintenance efforts in integrated financial management systems. Determines proper accounting classification and reconciles accounting transactions to pro forma financial statements. Performs accounting research to develop drafts on business process improvements. Examines and analyzes fiscal operations, documents and procedures utilizing Federal promulgations, AICPA and/or industry best practices.

Utilizes business intelligence tools to perform business analytics on fiscal and program performance.

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Accountant

II (Gen) BA/BS 5 *Note: In some cases, the following will be considered in place of minimum education and experience: unique education; specialized experience, skills, knowledge, training, or certification; military training and/or experience; quality of experience; national recognition;

or exceptional Grade Point Average. Related experience may be substituted for education. Education and experience requirements

Junior Accountant Responsible for assisting more senior positions and/or performing functional duties under the oversight of more senior positions to in any of the following fields: financial management, accounting, cost estimating, business process improvement, accounting systems, or information technology applications, economics, or statistics.

Knowledge of at least two of the required areas in GAAP, GAGAS, GAO Accounting Procedures, Standard General Ledger and OMB and Treasury regulatory guidance. Experience with the accounting and reporting requirements related to appropriations, fund balance with Treasury, and applicable budgetary execution reporting, either via direct involvement, or via direct auditing, examining, and evaluating of operations. Develops Department-wide reports for submission to OMB, Treasury, and Congress. Assists other senior consultants with analysis and evaluation and with the preparation of recommendations for system improvements, optimization, development, and/or maintenance efforts in integrated financial management systems. Determines proper accounting classification and reconciles accounting transactions to pro forma financial statements. Performs accounting research to develop drafts on business process improvements. Examines and analyzes fiscal operations, documents and procedures utilizing Federal promulgations, AICPA and/or industry best practices.

Utilizes business intelligence tools to perform business analytics on fiscal and program performance.

Junior Accountant

I (Jr) Associates 2 *Note: In some cases, the following will be considered in place of minimum education and experience: unique education; specialized experience, skills, knowledge, training, or certification; military training and/or experience; quality of experience; national recognition;

or exceptional Grade Point Average. Related experience may be substituted for education. Education and experience requirements

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FINANCIAL & BUSINESS ANALYSIS

Financial Manager Considered a high-level technical expert consultant/analyst in multiple areas of Financial Management services provided to government clients, with specialized and unique capabilities to perform and/or integrate highly complex professional services in several operational, functional, or organizational areas such as Budgeting, Financial Reporting and Accounting. Examines, analyzes, and interprets accounting records to prepare financial statements, give advice, or audit and evaluate statements prepared by others. Installs or advises on systems of recording costs or other financial and budgetary data; analysis of the financial system to provide customer with overall financial performance metrics; thorough understanding and knowledge of GAAP as it applies to financial reporting; monitoring obligations and financial analysis completed by staff; training on use of financial system;

make recommendations to customer for long-/short- term financial goals related to budgeting, accounting and other financial reporting. Master’s Degree, at least 10 years’ experience and a licensure/certification are required.

Financial Manager

Subject Matter Expert Masters (CGFM) 10 *Note: In some cases, the following will be considered in place of minimum education and experience: unique education; specialized experience, skills, knowledge, training, or certification; military training and/or experience; quality of experience; national recognition; or exceptional Grade Point Average. Related experience may be substituted for education. Education and experience

Senior Financial Analyst The Senior Financial Analyst is responsible for supporting the application of government financial business practices and processes. Assists in applying sound accounting and data processing principles. Integrate government financial business practices. Provides financial support in developing and implementing policy, guidance, best practices, and lessons learned applicable to financial data and financial management information systems. Assist in the preparation and documentation of all Planning, Programming, Budgeting and Execution System (PPBES) actions. Coordinates Program Objective Memorandum (POM) builds, Budget Estimate Submissions (BES) for out-year financial documents. Assist in preparation of POM materials. Provide expert advice on financial management systems used in planning programming, budgeting, and execution of DoD financial management systems. Provide expert advice on updates to financial management policy. Performs a variety of tasks that require both practical and specialized experience; researches current or new management practices for application to programs or operations; assists in PPBE (planning, preparation, budgeting, and execution) process for allocation of budgetary resources, Tableau reporting and datamining.

Senior Financial Analyst

III (Sr) BA/BS 8

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Financial Analyst Responsible for performing all financial management duties to include: audits, financial analysis, analysis of customer financial processes, business process improvement, reconciliations, verifying account balances, GL analysis, analysis and advisory related to the effectiveness of programs and/or the efficiency of the management of operations; identifies procedural problems in program operations, using quantitative or qualitative methods;

conducts studies on operating programs; analyzes findings; make recommendations in reports or regulations to confer with and assist managers; Performs a variety of tasks that require both practical and specialized experience; researches current or new management practices for application to programs or operations; assists in PPBE (planning, preparation, budgeting and execution) process for allocation of budgetary resources, Tableau reporting and datamining.

Financial Analyst

II (Gen) BA/BS 5 *Note: In some cases, the following will be considered in place of minimum education and experience: unique education; specialized experience, skills, knowledge, training, or certification; military training and/or experience; quality of experience; national recognition;

or exceptional Grade Point Average. Related experience may be substituted for education. Education and experience requirements

Junior Financial Analyst Responsible for assisting more senior positions and/or performing functional duties under the oversight of more senior positions to performs financial management activities to include: audits, financial analysis, analysis of customer financial processes, business process improvement, reconciliations, verifying account balances, GL analysis, analysis and advisory related to the effectiveness of programs and/or the efficiency of the management of operations; identifies procedural problems in program operations, using quantitative or qualitative methods;

conducts studies on operating programs; analyzes findings; make recommendations in reports or regulations to confer with and assist managers; Performs a variety of tasks that require both practical and specialized experience; researches current or new management practices for application to programs or operations; assists in PPBE (planning, preparation, budgeting and execution) process for allocation of budgetary resources, Tableau reporting and datamining.

Junior Financial Analyst

I (Jr) Associates 2 *Note: In some cases, the following will be considered in place of minimum education and experience: unique education; specialized experience, skills, knowledge, training, or certification; military training and/or experience; quality of experience; national recognition;

or exceptional Grade Point Average.