SUPPLEMENT NO.
3
Effective
Date: January 1, 2004
GENERAL
SERVICES ADMINISTRATION
Federal Supply
Service
Authorized
Federal Supply Schedule 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 AdvantageTM, a menu-driven
database
system. The INTERNET address for GSA
AdvantageTM is:
http://www.fss.gsa.gov
Schedule
Title: Financial and Business Solutions
FSC
Group: FSC Group 520
|
Contract #: |
GS 23F0044J |
|
Contract Period: June 15, 2003
June 14, 2008 |
|
For more
information on ordering from Federal Supply Schedules
click on the
FSS Schedules button at http://www.fss.gsa.gov
MYERBERG &
COMPANY, L.P.
780 Third
Avenue
New York, NY
10017
|
Primary Contact: |
Marcia Myerberg |
|
Phone: |
(212) 750. 3939 |
|
Fax: |
(212) 750. 4936 |
|
E-mail: |
marcia.myerberg@myerberg.com |
|
Business Size: |
Small |
Prices Shown
Herein Are Net (Discount Deducted)
Myerberg & Company L.P. ( Myerberg ), a women-owned and women-managed investment banking firm, is pleased to offer its services to federal agencies as a Program Financial Advisor or Transaction Specialist.
Myerberg can offer a complete range of services to the ordering agencies including:
Financial advisory
Asset disposition
Risk management
Securitization
Myerberg s accomplished team of sales, trading and finance professionals include mortgage and asset-backed loan and securities specialists, fixed income traders and investment bankers.
A strong independent firm, Myerberg maintains extensive relationships with institutional investors, the Wall Street community, mortgage bankers, private securities issuers and federal agencies. Myerberg s investment bankers are actively involved in both the primary and secondary markets to ensure that the firm can provide the most current information available in developing optimal asset disposition strategies.
Myerberg is an SEC registered broker-dealer and a member of the National Association of Securities Dealers, Inc.
CUSTOMER INFORMATION
1a. Table of Awarded Special Item Numbers (SINs):
SIN 520-1 Program Financial Advisor Services Page 6
SIN 520-2 Transaction Specialist Page 7
1b. Not applicable
1c.
|
Job Title |
Experience |
Functional Responsibility |
Education |
|
Chief Executive Officer |
20+ years |
Project management |
Bachelor s degree |
|
Senior Professional |
10+ years |
Financial analysis/due
diligence oversight |
Bachelor s degree |
|
Professional |
5+ years |
Project support |
Bachelor s degree |
|
Junior Professional |
1+ years |
Project support |
Bachelor s degree |
|
Clerk/Typist |
1+ years |
Clerical support |
High school |
|
2. |
Maximum Order: |
$1,000,000 |
|
3. |
Minimum Order: |
$300 |
|
4. |
Geographic Coverage |
Domestic |
|
5. |
Point of Production: |
New York, NY |
|
6. |
Discount: |
Prices stated are net |
|
7. |
Quantity Discount: |
Not applicable |
|
8. |
Prompt Payment Terms: |
Not applicable |
|
9a. |
Government Purchase
Card is Accepted at or below the micro-purchase threshold: |
Yes |
|
9b. |
Government Purchase
Card is Accepted above micro-purchase threshold: |
No |
|
10. |
Foreign Items: |
None |
|
11a. |
Time of Delivery: |
Per individual task order |
|
11b. |
Expedited Delivery: |
To be negotiated with ordering agency |
|
11c. |
Overnight/2 Day Delivery |
To be negotiated with ordering agency |
|
11d. |
Urgent Requirements: |
To be negotiated with ordering agency |
|
12. |
F.O.B. Point(s): |
Destination |
|
13a. |
Ordering Address: |
Myerberg & Company, L.P. 780 Third Avenue New York, NY 10017 |
|
13b. |
Ordering Procedures: |
For supplies and services, the ordering procedures, information on Blanket Purchase Agreements (BPAs), and a sample BPA can be found at the GSA/FSS Schedule homepage (fss.gsa.gov/schedules). |
|
14. |
Payment Address: |
Myerberg & Company, L.P. 780 Third Avenue New York, NY 10017 |
|
15. |
Warranty Provision: |
None |
|
16. |
Export Packing Charges: |
Not applicable |
|
17. |
Terms and
Conditions of Credit Card Acceptance: |
For services under $2,500 |
|
18. |
Terms and
Conditions of Rental, Maint., Repair: |
Not applicable |
|
19. |
Terms and
Conditions of Installation: |
Not applicable |
|
20. |
Terms and
Conditions of Repair Parts: |
Not applicable |
|
20a. |
Terms and
Conditions for Other Services: |
Not applicable |
|
21. |
List of Service and
Distribution Points: |
Not applicable |
|
22. |
List of
Participating Dealers: |
Not applicable |
|
23. |
Preventive
Maintenance: |
Not applicable |
|
24a. |
Environmental
Attributes: |
Not applicable |
|
24b. |
Section 508
Compliance Information: |
Not applicable |
|
25. |
DUNS Number: |
82-561-3987 |
|
26. |
Central Contractor
Registration: |
Yes |
SIN 520-1 PROGRAM
FINANCIAL ADVISOR
The program financial advisor is responsible for assisting in the development and management of an asset sales program. The program financial advisor takes a global view of an agency s asset portfolio and provides advice and assistance on how to manage, dispose, and/or resolve the agency s various assets to achieve optimal execution.
For other than an asset sale:
First Option Period:
Hourly Rate:
|
Labor Category |
1/1/04 6/14/04 |
6/15/04 6/14/05 |
6/15/05 6/14/06 |
6/15/06 6/14/07 |
6/15/07 6/14/08 |
|
Senior
Manager |
$393.16 |
$404.95 |
$417.10 |
$429.62 |
$442.50 |
|
Senior
Professional |
$302.96 |
$312.05 |
$321.41 |
$331.05 |
$340.98 |
|
Professional |
$159.58 |
$164.36 |
$169.29 |
$174.37 |
$179.61 |
|
Junior
Professional |
$72.86 |
$75.04 |
$77.29 |
$79.61 |
$81.99 |
|
Clerical |
$28.91 |
$29.77 |
$30.67 |
$31.59 |
$32.54 |
3% yearly escalation factor
Retainer Fee: $24,937.03 per month
Note: The contract year ends June 14.
For an asset sale:
|
First $100 million of gross sale proceeds |
60 - 388 basis points |
|
Second $100 million of gross sale proceeds |
25 - 250 basis points |
|
Over $200 million of gross sale proceeds |
12.5 - 125 basis points |
Retainer Fee: $24,937.03 per month
SIN 520-2 TRANSACTION SPECIALIST
The transaction specialist is responsible for providing asset sales related financial advisory services to an agency as required by a task order. These services shall include those tasks that are usually or customarily provided by a transaction specialist including, but not limited by, the following main topics:
Valuation of Assets
Developing Recommended Sales Strategy and Presenting it for Agency Approval
Pre-Sale Support
Review of Pending Sale
Budget and Budget Analysis
Credit Reform Analysis
Marketing and Sale Support
Training
For other than an asset sale:
First OptionPeriod:
Hourly Rate:
|
Labor Category |
1/1/04 6/14/04 |
6/15/04 6/14/05 |
6/15/05 6/14/06 |
6/15/06 6/14/07 |
6/15/07 6/14/08 |
|
Senior
Manager |
$393.16 |
$404.95 |
$417.10 |
$429.62 |
$442.50 |
|
Senior
Professional |
$302.96 |
$312.05 |
$321.41 |
$331.05 |
$340.98 |
|
Professional |
$159.58 |
$164.36 |
$169.29 |
$174.37 |
$179.61 |
|
Junior
Professional |
$72.86 |
$75.04 |
$77.29 |
$79.61 |
$81.99 |
|
Clerical |
$28.91 |
$29.77 |
$30.67 |
$31.59 |
$32.54 |
3% yearly escalation factor
Retainer Fee: $24,937.03 per month
Note: The contract year ends June 14.
For an asset sale:
|
First $100 million of gross sale proceeds |
60- 388 basis points |
|
Second $100 million of gross sale proceeds |
25 - 250 basis points |
|
Over $200 million of gross sale proceeds |
12.5 - 125 basis points |
Retainer Fee: $24,937.03 per month