Financial and
Business Solutions (FABS)
GSA Schedule
Contract Number: GS-23F-0006P
Contract Period: October 8,
2003 through October 7, 2008
Abt Associates Inc.
CORPORATE HEADQUARTERS
55 Wheeler Street
Cambridge, Massachusetts 02138
(617) 349-2857
(617) 520-2967 facsimile
visit
our website at: www.abtassociates.com
Section 1:
Client Information for Ordering Activities
GSA Schedule Contract
Number: GS-23F-0006P
Federal Supply Service
Authorized
Federal Supply Schedule Pricelist
On-line access to contract ordering information, terms and conditions, up-to-date pricing, and the option to create an electronic delivery order is available through GSA Advantage!, a menu-driven database system. The INTERNET address for GSA Advantage! is http://www.gsa.gov.
Industrial Group: 520
Industrial Class: 520
Business Size: Large
1a Special Item Numbers: 520-08 Complementary Audit Services
520-13 Complementary Financial Management Services
520-16 Business Information Services
1b Pricing for Services see rate table
inside this brochure
2 Maximum Order: SIN 520-8, 520-13: $1,000,000; SIN 520-16: $500,000
3 Minimum Order: $300
4 Geographic Coverage: Domestic and Overseas
5 Point(s) of Production: N/A
6 Discount from List Prices or Statement of Net Price: Prices shown herein are net prices
7 Quantity Discounts: N/A
8 Prompt Payment Terms: Net 30 days
9 Government Commercial Credit Card: No
10 Foreign Items: None
11 Time of Delivery: Negotiated on individual orders
12 F.O.B. Point(s): Destination
13a Ordering Address: Abt Associates Inc.
55 Wheeler Street
Cambridge, Massachusetts 02138
Attention: Sharon Christenson, FABS Program Manager
(617) 349-2857 Direct; (617) 520-2967 Facsimile
sharon_christenson@abtassoc.com
13b BPA Ordering Procedures:
The ordering procedures, information on Blanket Purchase
Agreements, and a sample BPA can be found at
the GSA/FSS Schedule homepage
(fss.gsa.gov/schedules).
14 Payment Address: Abt Associates Inc., P.O. Box 84-5586, Boston, MA 02284-5586
15 Warranty
Provision: N/A
16 Export Packing Charges: N/A
17 Terms and Conditions of Government Commercial Credit Card: N/A
18-24 N/A
25 DUNS Number: 04-339-7520
26 Central
Contractor Registration (CCR): Abt
Associates is registered in the CCR database
Section 2:
Abt Associates
Inc., founded in 1965 by Dr. Clark Abt, has achieved
an international reputation for social science research and business
consulting. For over three decades, Abt
Associates has kept a sharp focus on providing quantitative analyses grounded
in fact-based research to clients in governments, businesses, foundations, and
associations worldwide. Our work has
helped to solve social and business problems and to guide policy decisions.
One of the largest for-profit government and business
consulting and research firms in the country, Abt Associates Inc. has
experienced considerable growth and success over the past decade. Our full-time
permanent staff of over 1000 includes experts known nationally and
internationally for their grasp of their respective disciplines, innovative
research techniques, and insightful, and often groundbreaking, analyses and
recommendations. In recent years, our
annual revenues have exceeded $180 million.
Our headquarters are in
Cambridge, MA. Abt Associates also has offices in Bethesda, MD, Washington, DC,
Chicago, IL, and Amherst, MA. These locations provide Abt Associates advantages
in terms of access to extraordinary academic research capabilities,
particularly in the Boston and Washington DC areas, and ensures that the our
staff is readily available to federal clients located in Washington DC. Abt
Associates also has more than 20 project offices in Latin America, Africa, the
Middle East, Asia, and the Newly Independent States.
Abt Associates can offer Financial and Business Solutions
(FABS) services to federal government clients and other eligible organizations
that span several areas of financial management support. These services build on the company s core
competencies in applying rigorous research and consulting techniques to a wide
range of issues in social and economic policy, international development.
Special Item Number (SIN) 520-8: Complementary Audit Services
The experience of Abt Associates in
providing complementary audit services, such as developing methods and
approaches for the evaluation of new or proposed programs and forecasting
potential program outcomes under various assumptions, covers a wide range of
clients and projects. Described below
are selected projects that demonstrate the skills and experience of Abt
Associates and its staff in providing these services.
For the Federal Housing Administration, Abt Associates Inc. conducted a study of a pilot program designed to assist elderly homeowners. The objective of the study was to evaluate a demonstration mortgage insurance program and to determine the suitability of converting that demonstration into a permanent program. An important aspect of the evaluation was an actuarial analysis used to forecast the current portfolio of HECM loans to termination. The model used for this purpose considered various assumptions about house price appreciation and interest rates affecting both the rate of growth in outstanding mortgage balance and value of the house. In addition to testing program outcomes under various assumptions, the actuarial model showed that the HECM Demonstration was financially sound. An independent actuary verified this finding. Moreover, a number of modeling enhancements recommended by Abt Associates for evaluating the HECM program were adopted in a subsequent contract. The evaluation of this new FHA program, mandated by the National Housing Act, required that Abt Associates develop and implement appropriate analytic methods including quantitative measures for assessing performance and qualitative approaches for understanding implementation issues.
A second study conducted by Abt Associates for the Federal Housing Administration was an assessment of a Single Family Mortgage Insurance Loss Mitigation Program. The goal of this study was to gain a systematic, empirically based understanding of the extent to which the loss mitigation program was being utilized four years after it was initiated. The ultimate objective of the study was to make recommendations to the Department of Housing and Urban Development concerning ways in which the program could be made more effective. Evaluating this new FHA program required that Abt Associates develop and implement appropriate analytic methods. The methods identified for this purpose included quantitative measures for assessing performance and qualitative approaches for understanding implementation issues.
Special Item Number (SIN) 520-13:
Complementary Financial Management Services
Abt
Associates has extensive experience in providing complementary financial
management services. Examples of these
services include: performing economic
and regulatory analyses, including the development of methods for analyzing
costs, benefits, and impacts of regulations and policies, data collection and the preparation of
Information Collection Requests for OMB approval; assisting with quality
assurance efforts, the requirements of the Government Performance & Results
Act, and devising performance measures and related processes and systems;
performing actuarial services and/or actuarial data analysis services; and
assisting in the formulation and development of financial policy. Summarized below are selected projects that
illustrate the skills and experience of Abt Associates and its staff in this
important service area.
For the Department of Housing and Urban Development, Abt Associates conducted the HOME Rent Study of the Ongoing Affordability Program. The Home Investment Partnerships Program, or HOME, was created under Title II of the National Affordable Housing Act of 1990 to provide affordable housing to lower-income households. At the same time, it was expected that the capacity of non-profit housing providers would be expanded and the ability of state and local governments to develop and implement affordable housing strategies tailored to local needs and priorities would be strengthened. A primary objective of this study was to estimate the compliance rate for HOME rental units, a key performance measure for HUD under the Government Performance Results Act. The results of this study also supported quality assurance efforts undertaken by HUD for rental housing programs. The tenant survey for this project required OMB clearance under the Paperwork Reduction Act. Abt Associates was responsible for obtaining OMB approval for the survey including preparing the OMB submission and responding to questions from OMB.
A second study for the Department of Housing and Urban Development, mandated by Congress as part of the American Homeownership and Economic Opportunity Act of 2000, entailed the performance of economic and regulatory analyses. Abt Associates was asked to conduct an in-depth analysis of the potential impact of three legislated changes to FHA s Home Equity Conversion Mortgage (HECM) Program: (1) reducing the premium for refinancing, (2) replacing local loan limits with a single, national loan limit, and (3) waiving the upfront premium for HECMs when the money for the premium is used exclusively for the payment of long-term care insurance policies. A simulation model was employed to analyze the first two legislated changes. The long-term care insurance analysis involved a combination of market analysis and benefit/cost analysis. The stochastic simulation model has also been used to test various schemes for premium pricing. The testing of alternatives made possible by the model positions FHA toward closer compliance with OMB s directive that the HECM Program be included in the overall FHA subsidy calculation. Further, the flexibility of the model and the close working relationship with HUD managers made it possible to experiment with a large number of program options and allowed HUD to make informed policy choices about the HECM program. The study results for each of the legislated program changes were instrumental in assisting HUD and FHA in formulating new policies.
Special Item Number (SIN)
520-16: Business Information Services
The
experience of Abt Associates in providing business information services, such
as credit risk assessment, credit scoring, and data processing for
credit/financial analyses, covers a range of clients and projects. Example projects that highlight the skills
and experience of Abt Associates and its staff are included below.
As part of a project to redesign the Policy and Financial Analysis Model (PFAM), Abt Associates was responsible for the modeling component of a credit risk analysis as a subcontractor to Bearing Point. PFAM is the core financial planning model used by Ginnie Mae, the Government National Mortgage Association. Abt Associates redesigned the prepayment and claim termination models for each loan type handled by Ginnie Mae. Abt Associates was also responsible for projecting FHA refinancing volume with linkages to FHA prepayments. Overall, the redesigned PFAM allowed Ginnie Mae to project the net asset value of its portfolio under alternative economic scenarios. Further, the Office of Management and Budget (OMB) uses this model for preparing credit subsidy estimates. Credit risk assessment is one of the primary purposes of the redesigned PFAM. The model projects the probability and timing of claims and prepayments for the loans insured by Ginnie Mae and thus is used to assess the financial condition of the portfolio under alternative economic scenarios. Although FHA and VA provide the loan default insurance, the credit stress associated with loan defaults is considered an important factor in issuer default, against which Ginnie Mae insures directly. To fully assess the credit risk, PFAM models claims and prepayments in both the primary and secondary markets. Products and activities included integration of data, model development and testing, and delivery of the operational models and documentation for use by FHA.
For the Department of the Treasury, Abt Associates
recently completed a Community Development Financial Institution (CDFI)
Secondary Market Feasibility Study. The
current CDFI portfolio and the feasibility of selling loans made by CDFIs
though a secondary market were examined.
A major portion of this study involved data collection, including a
survey of approximately 250 CDFIs, interviews with a sample of CDFIs and
industry representatives, and the collection of data on individual loans in the
portfolio. The goal of the data collection effort was to provide the
information needed for describing the current portfolio of CDFI loans,
identifying current secondary market options, and providing input for the
feasibility study. Secondary market
options were examined as part of the feasibility study and recommendations on
how this market could be developed for particular types of CDFIs were
provided. The demand for a secondary
market from the perspective of the investor community was also examined. The CDFI Secondary Market Feasibility Study
involved gathering business information for the government. Information on loans in the portfolios of a
variety of financial institutions types certified as CDFIs was gathered,
including credit unions, venture capital funds, loan funds, banks, and
community development corporations (CDCs).
The data collected included elements that were needed to analyze
historical loan performance and forecast future performance. These data were analyzed to evaluate whether
the financial condition of these loans is of sufficient quality to meet investment-grade
standards. Abt Associates delivered a
cleaned loan data file to the government for its use.
Section 3:
CONTRACT PRICING
Prices are shown by labor
category, hourly rate, and the pertaining contract period.
SIN 520-3 BUSINESS INFORMATION SERVICES
SIN 520-8 BUSINESS INFORMATION SERVICES
SIN 520-16 BUSINESS INFORMATION SERVICES
|
Labor Category Number & Title |
Rates thru 12/31/03 |
1/1/04 thru 10/8/04 |
10/9/04 thru 10/8/05 |
10/9/05 thru 10/8/06 |
10/9/06 thru 10/8/07 |
10/9/07 thru 10/8/08 |
10/9/08 thru 10/8/09 |
10/9/09 thru 10/8/10 |
10/9/10 thru 10/8/11 |
10/9/11 thru 10/8/12 |
10/9/12 thru 10/8/13 |
|
1 Principal Associate/Scientist |
$248.90 |
$248.29 |
$255.74 |
$263.41 |
$271.31 |
$279.45 |
$287.84 |
$296.47 |
$305.37 |
$314.53 |
$323.96 |
|
2 Senior Associate/Scientist |
$209.82 |
$209.29 |
$215.57 |
$222.04 |
$228.70 |
$235.56 |
$242.62 |
$249.90 |
$257.40 |
$265.12 |
$273.08 |
|
3 Associate |
$140.35 |
$140.01 |
$144.21 |
$148.54 |
$152.99 |
$157.58 |
$162.31 |
$167.18 |
$172.19 |
$177.36 |
$182.68 |
|
4 Senior Analyst |
$108.54 |
$108.25 |
$111.50 |
$114.84 |
$118.29 |
$121.84 |
$125.49 |
$129.26 |
$133.13 |
$137.13 |
$141.24 |
|
5 Analyst |
$75.25 |
$75.06 |
$77.31 |
$79.63 |
$82.02 |
$84.48 |
$87.02 |
$89.63 |
$92.31 |
$95.08 |
$97.94 |
|
6 Research Assistant |
$56.43 |
$56.29 |
$57.98 |
$59.72 |
$61.51 |
$63.35 |
$65.26 |
$67.21 |
$69.23 |
$71.31 |
$73.45 |
|
7 Senior Programmer Analyst |
$101.27 |
$101.04 |
$104.07 |
$107.19 |
$110.41 |
$113.72 |
$117.13 |
$120.65 |
$124.27 |
$127.99 |
$131.83 |
|
8 Programmer Analyst |
$90.30 |
$90.08 |
$92.78 |
$95.57 |
$98.43 |
$101.39 |
$104.43 |
$107.56 |
$110.79 |
$114.11 |
$117.53 |
|
9 Associate Programmer Analyst |
$70.92 |
$70.75 |
$72.87 |
$75.06 |
$77.31 |
$79.63 |
$82.02 |
$84.48 |
$87.01 |
$89.62 |
$92.31 |