MAS - RT Mccalpin & Associates LLC - GS23F024BA

GS-23F-024BA

MULTIPLE AWARD SCHEDULE

Professional Services Schedule (MAS)

Authorized Federal Supply Schedule (FSS) Price List

FSC/PSC Codes: R408, R703,R704, R710

For more information on ordering from Federal Supply Schedule click on the FSS Schedules button at fss.gsa.gov

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, visit www.GSAAdvantage.gov

Contract Number: GS-23F-024BA

Contract Period: February 19, 2019 - February 18, 2024

Contractor: R.T. McCalpin & Associates, LLC

Certified Public Accountants 14207 Downdale Ct Laurel, MD 20707

Contract Administration: Diana McCalpin, Principal

Tel: (301) 974-4568 Fax: (301) 761-4569 Website: www.rtmcpa.com Email: dianam@rtmcpa.com

Business Size: 8(a) Program Participant, Small, Disadvantaged Business, Woman Owned Business, Minority Owned Business

Effective through Modification PS-A812 dated February 4, 2020 http://www.gsaadvantage.gov/ http://www.rtmcpa.com/ mailto:dianam@rtmcpa.com

1a. Items Awarded:

SIN Recovery SIN 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

541990RISK 541990RISKRC Risk Assessment and Mitgation Services

611430 611430RC Professional and Management Development Training

OLM OLMRC Order Level Materials

1b. Awarded Pricing – Option 1 (Years 6-10):

Labor Category

02/19/2019 through

02/18/2020

02/19/2020 through

02/18/2021

02/19/2021 through

02/18/2022

02/19/2022 through

02/18/2023

02/19/2023 through

02/18/2024

Partner 235.50$ 240.21$ 245.02$ 249.92$ 254.92$

Senior Manager 179.84$ 183.44$ 187.10$ 190.85$ 194.66$

Manager 141.30$ 144.13$ 147.01$ 149.95$ 152.95$

Supervising Senior 119.89$ 122.29$ 124.74$ 127.23$ 129.78$

Senior 98.48$ 100.45$ 102.46$ 104.51$ 106.60$

Staff Accountant 81.36$ 82.98$ 84.64$ 86.34$ 88.06$

Administrative Staff 55.66$ 56.78$ 57.91$ 59.07$ 60.25$

Accounting Clerk I 34.26$ 34.94$ 35.64$ 36.35$ 37.08$

Accounting Clerk II 55.66$ 56.78$ 57.91$ 59.07$ 60.25$

Accounting Clerk III 68.51$ 69.88$ 71.28$ 72.70$ 74.16$

Administrative Clerk I 25.69$ 26.21$ 26.73$ 27.26$ 27.81$

Administrative Clerk II 38.54$ 39.31$ 40.09$ 40.90$ 41.71$

Administrative Clerk III 51.38$ 52.41$ 53.46$ 54.53$ 55.62$

Budget Analyst I 29.97$ 30.57$ 31.18$ 31.81$ 32.44$

Budget Analyst II 42.82$ 43.68$ 44.55$ 45.44$ 46.35$

Budget Analyst III 64.23$ 65.51$ 66.82$ 68.16$ 69.52$

Consultant 149.87$ 152.86$ 155.92$ 159.04$ 162.22$

Program Management I 68.51$ 69.88$ 71.28$ 72.70$ 74.16$

Program Management II 81.36$ 82.98$ 84.64$ 86.34$ 88.06$

Program Management III 94.20$ 96.09$ 98.01$ 99.97$ 101.97$

Subject Matter Expert 299.73$ 305.73$ 311.84$ 318.08$ 324.44$

541211, 541211RC, 541219, 541219RC, 541611, 541611RC, 541990RISK, 541990RISKRC, 611430, 611430RC, OLM, OLMRC

*Yearly escalation factor is prior year’s hourly rate plus 2%

1c. Service Contract Act (SCA) Matrix:

SCA Eligible Labor Category SCA Eligible Code -Title WD Number

Accounting Clerk I 01011 - Accounting Clerk I 2015-4281

Accounting Clerk II 01012 - Accounting Clerk II 2015-4281

Accounting Clerk III 01013 - Accounting Clerk III 2015-4281

Administrator I 01311 - Secretary I 2015-4281

Administrator II 01312 - Secretary II 2015-4281

Administrator III 01313 - Secretary III 2015-4281

The Service Contract Labor Standards (SCLS) is applicable to this contract and it includes SCLS applicable labor categories. The prices for the indicated (**) SCLS labor categories are based on the U.S. Department of Labor Wage Determination Number(s) identified in the SCLS matrix. The prices awarded are in line with the geographic scope of the contract (i.e. nationwide).

1d. Labor Category Descriptions:

LABOR CATEGORIES

Job Title Position Requirements

Partner Minimum Education /General Experience: Minimum four

(4) year degree in accounting, finance or business management and twelve (12) years of accounting, management, and/or tax experience.

Responsibility: Serves as subject matter expert, client liaison, quality control reviewer and responsible for ensuring that services are provided efficiently, accurately and in a timely manner. Responsible for contract negotiations, adherence to accounting standards, deliverables, and ensuring the quality of all work products. Supervises senior team members.

Senior Manager Minimum Education /General Experience: Minimum four

(4) year degree in accounting, finance or business management and eight (8) years of accounting, business management, and/or tax experience.

Responsibility: Under supervision of the Partner or Project

Manager. Responsible for directing the day-to-day accomplishments of the engagement or project team members.

Sets priorities, ensures daily coordination among the project team, and monitors progress against schedules, budgets, and status reporting.

Job Title Position Requirements

Manager Minimum/General Experience: Minimum four (4) year degree in accounting, finance or business management and six (6) years of accounting, business management, or tax experience.

Responsibility:Under supervision of the Partner/Senior Manager and is responsible for planning, organizing, and oversight of all task activities to include technical work, quality assurance, schedule and budget monitoring. Supervises senior and staff accountants.

Supervising Senior Minimum/General Experience: Minimum four (4) year degree in accounting, finance or business management and four (4) years of accounting, business management, and/or tax experience.

Responsibility: Under the direction of the Senior

Manager/Manager and is responsible for conducting detailed test work or complex project tasks and documenting their results in audit work-papers or project deliverables. Assists the Manager in preparing the work plan and all project deliverables, and performing the more critical test procedures or project tasks.

Provides direct supervision to staff and performs the initial review of staffs’ work-papers or deliverables.

Senior Accountant Minimum Education /General Experience: Minimum four (4) year degree in accounting, finance or business management or three (3) years of accounting, business management, or tax experience.

Responsibility:Under the direction of the Manger/Supervising

Senior and is responsible for conducting detailed test work or complex project tasks and documenting their results in audit work-papers or project deliverables. Provides supervision to staff and performs the initial review of staffs’ work-papers or deliverables.

Staff Accountant Minimum Education /General Experience: Minimum one (1) year accounting, finance or business management experience.

Responsibility: Under the direct supervision of the

Senior/Supervising Senior, the staff accountant will be responsible for basic accounting functions and completing tasks as assigned.

Job Title Position Requirements

Accounting Clerk I Minimum Education /General Experience: Minimum two (2) year

Associates degree or one (1) year accounting, finance or business management experience.

Responsibility: Possesses a working knowledge of accounting procedures. Processes and analyzes financial documents of the accounting function.

Accounting Clerk II Minimum Education /General Experience: Minimum two (2) year

Associates degree or three (3) years accounting, finance or business management experience.

Responsibility: Assistance in accounting to include reconciliations, transaction analysis, transaction processing, data analysis and summarization, classifying accounting transactions, special studies to improve accounting operations.

Accounting Clerk III Minimum Education /General Experience: Minimum four (4) years

Bachelor's degree or five (5) years accounting, finance or business management experience.

Responsibility: Assistance in all aspects of accounting to include reconciliations, 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.Administrative Staff Minimum Education /General Experience: Minimum two (2) year

Associates degree in business and administration or three (3) years work experience in similar position.

Responsibility: Under the direct supervision of the Partner and Senior

Manager, the administrative staff will support the professional staff with all administrative functions.

Administrative Clerk I Minimum Education /General Experience: Minimum two (2) year

Associate's degree or two (2) years work experience in similar position.

Responsibility: Duties include, word processing, graphics, meeting coordination, answering telephones, photocopying, and additional tasks as required.

Job Title Position Requirements

Administrative Clerk II Minimum Education /General Experience: Minimum two (2) year

Associate's degree, or four (4) years work experience in similar position.

Responsibility: Provide support for administrative tasks to include research, data entry, budget support, and experience with office software and standard office equipment, and additional tasks as required.

Administrative Clerk III Minimum Education /General Experience: Minimum four (4) years

Bachelor's degree, or six (6) years work experience in similar position.

Responsibility: Duties include management-level support, research, presentation development, spreadsheet development, technical tasks.

Experience with general office software programs and standard office equipment required. Provide support services to program, project managers, project planning, conference meeting and planning.

Budget Analyst I Minimum Education /General Experience: Minimum two (2) years

Associate degree two (2) years work experience in similar position.

Responsibility: Supports analyst functions including data collection, interviewing, data modeling, project testing, and creation of performance measurements to support project objectives. Conducts activities in support of project team’s objectives. Works closely with other Analysts, Task Leaders and Project Managers as required.

Budget Analyst II Minimum Education /General Experience: Minimum four (4) years

Bachelor's degree, or four (4) years work experience in similar position.

Responsibility: Performs analyst functions including data collection, interviewing, data modeling, project testing, and creation of performance measurements to support project objectives. Conducts activities in support of project team’s objectives.

Budget Analyst III Minimum Education /General Experience: Minimum four (4) years

Bachelor's degree, or six (6) years work experience in similar position.

Responsibility: Performs analyses and studies. Works independently or as a member of a team. Provide technical and administrative direction for personnel including review of work for correctness, adherence to the design concept and to user standards and progress in accordance with schedules. Makes recommendations, as needed.

Job Title Position Requirements

Consultant Minimum Education /General Experience: Minimum four (4) years

Bachelor's degree, or eight (8) years work experience in similar position.

Responsibility: Provide expert level consultation for developing, supporting, operational, administrative, and financial functions. Develop procedures, policies, guidelines, establishment of controls, coordination of necessary actions. Examine current protocols, processes, and documentation, strategize solutions to determine and assure compliance with applicable legislation, regulations, policies, and procedures.

Program Management I Minimum Education /General Experience: Minimum four (4) years

Bachelor's degree, or six (6) years work experience in similar position.

Responsibility: Provides internal planning, guidance and management structure for tracking accomplishment of work assigned. Performs day-to-day management of overall contract support operations. Organizes and coordinates the planning and production of all contract support activities.

Program Management II Minimum Education /General Experience: Minimum four (4) years

Bachelor's degree, or eight (8) years work experience in similar position.

Responsibility: Responsible for assisting in all aspects of project performance. Supervises personnel involved in all aspects of project activity, organizes and assigns responsibilities to personnel, oversees the completion of all assigned tasks, establishes and maintains technical and financial reports and ensure conformity to all contractual obligations.

Program Management III Minimum Education /General Experience: Minimum four (4) years

Bachelor's degree, or ten (10) years work experience in similar position.

Responsibility: Performs complex assistance in project performance to include, technical, contractual, administrative, and financial. Ensure contractual conformity, produces reports showing project status to customers and management, assigns tasks and responsibilities to subordinates and is responsible for successful completion of all tasks.

Demonstrates written and oral communication skills.

Subject Matter Expert Minimum Education /General Experience: Minimum four (4) years

Bachelor's degree, or fifteen (15) years work experience in similar position.

Responsibility: Provides technical, managerial, and administrative direction for problem definition, analysis, requirements development and implementation for complex to extremely complex systems in the subject matter area. Makes recommendations and advises on organization-wide system improvements. Demonstrates strong writing and oral communication skills.

2. Maximum Order Limit: $1,000,000

3. Minimum Order Limit: $100

4. Geographic Coverage: Worldwide

5. Point(s) of Production: City: Laurel |County: Prince George’s |State: Maryland

6. Discount from List Prices or

Statement of Net Price: To be Negotiated at the Task Order Level

7. Quantity Discounts: None Offered

8. Prompt Payment Discounts: Net 30 Days. Information for Ordering Offices: Prompt

Terms Cannot be Negotiates Out of the Contractual

Agreement in Exchange for Other Concessions

9a. Government Purchase Cards are accepted at or below the Micro-

Purchase Threshold: Yes

9b. Government Purchase Cards accepted above the Micro-

Purchase Threshold: Yes

10. Foreign Items: None

11a. Time of Delivery: Per Task Order

11b. Expedited Delivery: To be negotiated with ordering Agency. Items available for expedited delivery are noted in the price list above +

11c. Overnight and 2-Day Delivery: To be negotiated with ordering Agency

11d. Urgent Requirements: To be negotiated with ordering Agency

12. F.O.B. Points: Destination

13a. Ordering Address: R.T. McCalpin & Associates, LLC

POC: Diana McCalpin

Email: dianam@rtmcpa.com

Phone: (301) 974-4568 mailto:dianam@rtmcpa.com

13b. Ordering Procedures: Ordering Procedures to "For supplies and services, the ordering procedures, information on Blanket Purchase

Agreements (BPA's) are found in Federal Acquisition

Regulation (FAR) 8.405-3

14. Payment Address: R.T. McCalpin & Associates, LLC

POC: Diana McCalpin

15. Warranty Provisions: Not Applicable

16. Export Packing Charges: Not Applicable

17. Warranty Provisions: Not Applicable

18. Terms and Conditions of Rental, Maintenance and Repair: Not Applicable

19. Terms and Conditions of

Installation: Not Applicable

20. Terms and Conditions of Repair

Parts Indicating Date of Parts Price

Lists and Any Discounts from List

Prices: Not Applicable

20a. Terms and Conditions of

Any Other Service: To be Negotiated with Ordering Agency

21. List of Service and Distribution

Points: Not Applicable

22. List of Participating Dealers: Not Applicable

23. Preventative Maintenance: Not Applicable

24a. Special Attributes such as

Environmental Attributes: Not Applicable

24b. Section 508 Compliance Information: The EIT standards can be found at www.Section508.gov/.

25. Data Universal Number System

(DUNS) Number: 833223451

26. Notification Regarding Registration

In Central Contractor Registration

(CCR) Database: Expiration Date: February 11, 2021 http://www.section508.gov/