NATHAN ASSOCIATES INC.

 

General Services Administration

Federal Supply Service

Authorized Federal Supply Schedule Price List

 

Financial and Business Services Contract

FSC Group 520

 

Contract No. GS-23F-0155P

Contract Period: February 19, 2004 through February 18, 2009

 

 

Contractor:

Nathan Associates Inc.

2101 Wilson Blvd. Suite 1200

Arlington, VA 22201

Phone: 703-516-7700

Web site: www.nathaninc.com

 

Contract Administrator:

Alexander Reife

2101 Wilson Blvd. Suite 1200

Arlington, VA 22201

Phone: 703-516-7836

Fax: 703-351-6162

E-mail: areife@nathaninc.com

 

Online 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: www.GSAADVANTAGE.gov

 

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

 

Business Size: Large

 


 

Table of Contents

Nathan Associates Inc. General Contract Information

 

About Nathan Associates Inc.

 

Special Item Numbers (SINs)

 

Labor Category Descriptions

 

Labor Rates

 

 

Nathan Associates Inc. General Contract Information

1a. Table of Awarded Special Item Numbers (SINs):

SIN 520-1 Program Financial Advisor Services

SIN 520-12 Budgeting

SIN 520-13 Complementary Financial Management Services

1b. Lowest Priced Model: Not applicable

 

1c: Labor Category Descriptions:

For a description of labor categories and rates see:

Labor Category Rates

Labor Category Descriptions

2. Maximum Order: $1, 000,000.00

 

3. Minimum Order: $300.00

 

4. Geographic Coverage: Worldwide

 

5. Point(s) of Production: Not Applicable

 

6. Discount from List Price: All prices are net

 

7. Quantity Discounts: Not Applicable

 

8. Prompt Payment Terms: Not Applicable

 

9a&b. Government Purchase Cards: Government Purchase Cards are accepted below the micro-purchase threshold. Government Purchase Cards are not accepted above the micro-purchase threshold.

 

10. Foreign Items: Not Applicable

 

11a. Time of Delivery: 30 days ARO

 

11b. Expedited Delivery: Not Offered

 

11c. Overnight and 2-Day Delivery: Not Offered

 

11d. Urgent Requirements: Not Applicable

 

12. F.O.B. Point(s): Destination

 

13a. Ordering address(es):

Nathan Associates Inc.

2101 Wilson Blvd., Suite 1200

Arlington, VA 22201

 

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 www.fss.gsa.gov/schedules

 

14. Payment Addresses:

Nathan Associates Inc.

2101 Wilson Blvd., Suite 1200

Arlington, VA 22201

 

15. Warranty Provision: Not Applicable

 

16. Export Packing Charges: Not Applicable

 

17. Terms and Conditions of Government Purchase Card Acceptance: Government Purchase Cards are accepted below micro purchase level as negotiated with the Ordering Activity Purchase Card Acceptance. Government Purchase Cards are not accepted above the micro purchase level.

 

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

 

19. Terms and Conditions of Installation (if applicable): Not Applicable

 

20. Terms and Conditions of Repair Parts: Not Applicable

 

20a. Terms and Conditions for any other Services: Not applicable

 

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 Environment Attributes: Not Applicable

 

24b. Section 508 Compliance Information: Not Applicable

 

25. Data Universal Number System (DUNS) Number: 074837444

 

26. Nathan Associates Inc. is registered in the Central Contractor Registration (CCR) Database.

 

About Nathan Associates Inc.

Nathan Associates Inc. is an economic and management consulting firm owned by its employees and dedicated to providing high-quality, innovative consulting services to help private and public sector decision-makers address economic, financial, and management issues.

Founded in 1946, Nathan Associates has worked in 120 countries in Asia and the Pacific, Africa, Latin America, and Europe for a variety of clients. These clients include U.S. Government agencies such as the U.S. Agency for International Development (USAID), multilateral development banks such as the Asian Development Bank, the Inter-American Development Bank, the World Bank Group, and the private sector. We have carried out many large, multiyear projects and indefinite quantity contracts (IQCs) at the international and regional levels, often at the same time. Our areas of expertise are international trade, economic policy, infrastructure development, privatization, antitrust, intellectual property, and economic impacts.

 

Special Item Numbers (SINs)

I.        SIN 520-1 Program Financial Advisor Services

a.          Support to the Research Program of the Macroeconomic Policy Unit in the South African Department of Finance

Project Summary: Nathan Associates conducted a privatization study to help South Africa s Department of Finance better understand (1) the social and commercial implications of restructuring and commercializing state enterprises and (2) how restructuring of state assets enhances macroeconomic performance. Nathan Associates then built the capacity of government officials to deal with key macroeconomic areas and public utility pricing.

Description of work performed and results achieved: Nathan Associates identified and categorized state-owned entities that could be privatized and conducted cost-benefit analysis of each privatized enterprise to compare net social benefits of reform with net social benefits of privatization. The cost-benefit analysis established a motive for privatization and addressed more controversial issues, such as reasons behind organized labor's resistance to privatization. Nathan Associates also built the capacity of various policymakers to deal with privatization issues. The team reviewed major public entities, focusing on financial, economic, and institutional positions; considered different pricing scenarios that might apply after privatization and their implications for fiscal flows; and engaged government officials in modeling exercises on the macroeconomic results of privatization.

Methodology, tools, and/or processes utilized in performing the work: Nathan Associates report categorized South African public entities by size, value, and suitability for privatization. This categorization included preliminary scenarios with timeframes for the divestiture of each entity. Once the entities were identified, Nathan Associates determined the necessary regulatory framework to ensure that monopolies do not exploit market power and offered a comparison of sale price of privatized enterprises with the maximum that rational private buyers would have been willing to offer. Finally, Nathan Associates determined the implications of long-term capital inflows.

Similarity to SIN 520-1, Program Financial Advisor Services: This project was a blueprint for the types of services outlined in SIN 520-1, Program and Financial Advisor Services associated with the overall development and management of an asset program. Nathan Associates first examined the political and social context within which privatization would occur. The project team then identified sectors, industries, and individual entities that would benefit from privatization and what the economic effects would be on the state. The team then conveyed the appropriate regulatory framework under which with privatization should occur and gave examples of how privatization schemes in similar countries had occurred.

b.         Privatization of the Port of Manta

Project Summary: Ecuador's National Modernization Commission retained Nathan Associates to develop a concession program for the Port of Manta, one of the world's largest tuna ports and a potential competitor with the port of Guayaquil, Ecuador's main gateway port.

Description of work performed and results achieved: Nathan Associates' port specialists assessed the port's competitive environment, developed a concession strategy, defined the role and organizational structure of the future port authority, and developed concession solicitation documents and a model concession agreement. The concession solicitation documents and model concession agreement provided for a fixed and variable payment scheme from the concessionaire to the port authority and a maximum tariff scheme set for certain durations in accordance with perceived monopolistic risks for certain cargo types.

Nathan Associates' concession program for Manta recognizes the port's unique competitive environment. A challenge for Manta was causeway/pier configuration and dividing operations to develop intra-terminal competition. Because of issues related to shared maintenance responsibility and operational efficiency, it was determined that the port would be concessioned to a single operator, a situation that normally raises concerns about monopolistic practices. On the basis of their competitiveness assessment, however, our specialists determined that (with the exception of niche trades such as grain and artisanal fishing) the concessionaire would face fierce competition from other ports in Ecuador, particularly in the container trade. In fact, Guayaquil had diverted container shipments from Manta because of relatively high costs and inadequate efficiencies. When Manta began to attract these shipments back through changes in pricing strategies and improved operating arrangements, Guayaquil responded by decreasing tariffs. Competition for the container trades will likely increase as Guayaquil concessions its facilities (using an inter-terminal competition approach) and both Manta and the Port of Esmeraldas (which will also be concessioned) compete to become the gateway ports for Quito, Ecuador s capitol.

Methodology, tools, and/or processes utilized in performing the work: Nathan Associates concession program for Manta is unique to the port, based on examination of cargo niches and assessment of the potential competitiveness of each. The resulting program was structured to allow the market to discourage anticompetitive behavior and constrain the operator from engaging in such behavior where monopolistic conditions may exist. This is in contrast to many other countries where governments have turned to regulation even when conditions do not warrant doing so. To help ensure a successful transaction, Nathan s port specialists developed a financial analysis model for assessing the impact of changes in cargo projections and concession payments. This tool can also be used in negotiations to test concessionaires' assertions of financial risk.

Similarity to SIN 520-1, Program Financial Advisor Services: Port concession is the process whereby the Government transfers operating right to the private sector. The concession structure provides a framework for the government to retain ownership of port land and responsibility for licensing operators, but remains the landlord. As such, this program is identical in scope and complexity to the services listed under SIN 520-1, Program and Financial Advisor Services associated with the overall development and management of an asset program. Specifically, Nathan Associates prepared reports and analyses in support of an asset sales program, reviewed and designed a strategic plan for an asset sale, and provided advice (in the form of bidding documents) on execution and implementation of the sale.

II.      SIN 520-12 Budgeting

a.          Support for Economic Growth (SEGA) and Mandela Economic Scholars Program

Project Summary: Managed by Nathan Associates, the Support for Economic Growth (SEGA) and Mandela Economics Scholars Program (SEGA/MESP) (1) provides technical assistance, training, and research support to government departments; (2) funds grants in economic research, the results of which help policymakers formulate and evaluate policies; and (3) supports an historically disadvantaged university in improving economics training and establishing a Center of Excellence in Economics.

Description of work performed and results achieved: Since its inception, SEGA has funded about 185 technical assistance and training activities related to economic analysis in at least 12 government departments. The project has been instrumental in developing the capital gains tax, improving tax revenue forecasting, targeting inflation, refining labor regulations, improving microfinancing legislation, protecting land tenure rights, and developing guidelines for national and provincial public-private partnerships. The project provided technical assistance to upgrade the National Treasury s quarterly macroeconomic model and held a 2-day workshop on new modeling techniques for modeling experts from Treasury, academia, other government departments, and the IMF.

Under one component, the project provided technical assistance for creation of the Medium-term Expenditure Framework (MTEF) to help the Department of Finance analyze infrastructure investment spending. Nathan Associates reviewed on- and off-budget arrangements related to infrastructure delivery, specifically the division of revenue among government, parastatals, and the private sector, and national and budgetary information related to infrastructure investment for capital and operating expenditures. On the basis of these reviews, specialists were able to assess the balance between financing of maintenance of existing infrastructure versus new infrastructure. This required designing a model that captured on- and off-budget infrastructure spending. As an integrated model of infrastructure spending and capital budgeting, the model assessed the level and composition of spending in each sector on a regular basis (e.g., quarterly) and drew succinctly the relationship of sectoral infrastructure delivery. This project component had three subtasks: infrastructure investment planning, U.S. training, and an MTEF review.

Infrastructure Investment Planning

Under this task order, Nathan Associates provided the Department of Finance with a tool for infrastructure budget allocations for government, parastatals, and the private sector. Specialists examined institutions and intergovernmental responsibility for infrastructure investment and maintenance, concentrating on expenditure planning processes, lines of accountability, and arrangements for reporting and oversight by government. In addition, they collected financial accounts, sources of finance and broad classification of assets, and statistics on distribution and access. Finally, they reviewed links between spending flows and service delivery.

U.S. Training

Under this task order, a Department of Finance official visited the United States to learn about U.S. capital budgeting practices used by federal, state, and local governments and the private sector, and to seek suggestions on how to reform South Africa s budgeting process. Nathan Associates staff facilitated meetings and discussions with federal agencies and with budgeting officers in Maine, Rhode Island, and Wisconsin, as well as meetings with municipal officials in Maine and Rhode Island. The South African official gained an understanding of the connection between federal and state decisions with regard to fund allocations on one hand, and local and municipal decisions to implement specific projects based on available funds on the other hand. She then wrote a report on the tour, including information on budget process components, strategic plans, cost-benefit assessments, capital project funding, budget presentation, and condition of existing assets.

Short-term Training Workshop on Budgeting in the Public Sector

Under this task order, three government officials attended a 6-week workshop on public sector budgeting sponsored by the Harvard Institute for International Development. The aim of this task order was to provide short-term training to officials from South Africa s Department of Finance and the Eastern Cape provincial finance department. The workshop (1) broadened and deepened understanding of public budgeting; (2) analyzed alternative approaches to public budgeting and public expenditure management; (3) introduced or improved understanding of cost-benefit analysis, performance budgeting, and microcomputers; and (4) built a network for sharing information and solving problems across organizations and national boundaries. The workshop consisted of lectures, case studies, individual assignments, substantial reading, and hands-on experience using microcomputers for budgeting. Topics included:

  • Approaches to macro-level public expenditure planning;
  • Public expenditure and economic growth;
  • Fiscal adjustment in industrial and developing countries;
  • Input-control and output-oriented budget techniques;
  • Financial evaluation of investment projects;
  • Planning and budgeting linkages productivity of investment projects;
  • Management of recurrent costs financial issues in social sectors;
  • Local government budgeting and financial management issues;
  • Issues in budget implementation cash budgeting; and,
  • Rent seeking behavior and public expenditure management.

Medium-term Expenditure Review

Under this task order, consultants standardized definitions for maintenance, rehabilitation, and related terms used by the South African Reserve Bank, Statistics South Africa, the Accountant General, and the Department of Finance; consolidated data on maintenance and rehabilitation; developed descriptions of maintenance systems; identified problems in the maintenance system at the national and provincial levels; and set guidelines for improved budgeting and reporting.

Methodology, tools, and/or processes utilized in performing the work: Nathan Associates team created and employed a variety of economic modeling and data analysis tools. The team also created an operational system and provided training in a system for tracking infrastructure plans.

Similarity to SIN 520-12, Budgeting: The Medium-Term Expenditure Framework is directly responsive to the items in the RFP under SIN 520-12, Budgeting Services, in that Nathan Associates specialists improved the budget formulation process in South Africa s Department of Finance, assessed and improved the budget execution process, reviewed controls, such as the quarterly tracking operational system, and assisted with corrective action.

b.         Federated States of Micronesia Infrastructure Development Plan

Project Summary: At the request of the Government of the Federated States of Micronesia (FSM), Nathan Associates led a multidisciplinary consortium that prepared an infrastructure development plan (IDP). The plan is intended to be the definitive guide for a long-term program of maintenance improvements and infrastructure development and to facilitate decisions on funding requirements and capital budgeting for infrastructure projects.

Description of work performed and results achieved: An objective of the IDP is to realize the tourism potential of all four states of the FSM in a manner that will avoid adverse effects on the environment and traditional culture. The IDP recommended a waterfront redevelopment study for Weno Island, which aspires to be the center of tourism. It also recommended rehabilitating and upgrading runways and taxiways throughout the country, and developing a tourism development plan. While only at the scope-of-work stage, the tourism development plan is an action plan for the accommodation of tourism, setting the stage for the development of sustainable tourism. The tourism plan aims to realize consensus at the national or state level on the importance of tourism, affirm desirable tourism objectives and limits, and link tourism with other industries.

Methodology, tools, and/or processes utilized in performing the work: Nathan Associates team of economists and specialists in infrastructure, private sector development, and tourism used a variety of analytical tools including economic modeling, surveys, cost-benefit analyses and needs assessments to gather information required for a final report on and assessment of infrastructure needs.

Similarity to SIN 520-12, Budgeting: This project is directly related to the items listed under SIN 520-12, Budgeting, in that it was an exercise to assess the infrastructure development needs of a small island economy in order to develop tourism. The project helped the Government assess priorities, determine financial constraints, and showed how to use planning to achieve stated goals.

III.    SIN 520-13 Complementary Financial Management Services

a.          Partnership for Economic Growth (PEG)

Project Summary: Nathan Associates is a joint-venture prime contractor for the USAID-funded Partnership for Economic Growth project (PEG), which is assisting the Government of Indonesia in liberalizing its economy. PEG addresses economic policy problems arising from the severe economic contraction and steep currency devaluation that followed the Asian financial crisis. PEG is broad-gauged, aimed at helping the Government of Indonesia implement and improve the International Monetary Fund/World Bank reform package. To this end, PEG resources fund long- and short-term technical assistance, research grants for analysis of economic policy problems, an annual economic conference, and policy-related training.

PEG's resident advisory team includes 11 long-term specialists: two macroeconomists in BAPPENAS, Indonesia's economic planning agency; a macroeconomist and two trade policy economists in the Ministry of Industry and Trade (MoIT); two financial economists in Bank Indonesia (BI); a specialist in small business in the Ministry of Cooperatives; and a lawyer specializing in commercial law in the Ministry of Justice. The Chief of Party is an expert in economic law and is supported by a full-time grants program manager.

In a tangential effort to help the Government of Indonesia resolve its financial crisis, a series of experts from Nathan Associates provided policy and management advice to Indonesian decision-makers about financial restructuring, policy reform, and the creation of the specialized institutions needed to contain and address the damage caused by the crisis. Two resident advisors supported the start-up of the new Indonesia Bank Restructuring Agency, the entity that assumed management of non-performing loans and other assets from insolvent banks. A third resident advisor worked with the Bank of Indonesia on staffing issues, regulations and operational criteria tied to bank supervision. Short term experts helped senior policy makers in the Bank of Indonesia better understand the assumptions, provisions and risks associated with government-sponsored, debt rescheduling schemes that incorporate guaranteed access to foreign exchange at a fixed, government-guaranteed exchange rate. Other experts assessed the effectiveness of open market operations by the Bank of Indonesia.

Description of work performed and results achieved: Project experts provide systematic and detailed policy analysis in economic studies and ad hoc policy advice on urgent reform issues through policy memoranda. For example, Nathan Associates

         Domestic Trade Adviser prepared a regional study of two areas of South Sulawesi, analyzing provincial and local government barriers to trade (taxes, levies, licenses), and the economic and fiscal impact of removing these barriers. He also prepared a study on the impact of palm oil export taxes on oil palm growers and processors, and he drafted policy memos on anti-monopoly law implementation, minority rights in shareholder privatization, dumping allegations against foreign hypermarkets, and tariffs on sugar imports.

         International Trade Economist prepared a comprehensive export assessment and outlook report for non-oil and gas exports, and major studies on the supply responses of electronics and furniture export industries. He also prepared policy memos on the rice import tariff and commodity export restrictions.

         International Trade Specialist devised initiatives related to Indonesia's international trade negotiations and liberalization policies; updated Indonesia's trade policy database, which records and organizes the country's existing and past tariffs and non-tariff barriers by industry and product; analyzed trade finance for export and domestic producers, focusing on the use of warehouse receipts to obtain financing; developed an export price index; and identified barriers and constraints on exports in some of Indonesia's principal overseas markets.

         Small and Medium Enterprise Finance Specialist surveyed SME finance; reported on the nation's Islamic banking practices and institutions; and composed policy memos on crisis-related issues in SME finance and alternative financial institutions, including possible use of "need and convenience" tests to determine market requirements for new finance institutions, and "fit and proper" tests to establish standards for managers of financial institutions. He also delivered seminars on SME finance and business development for officials of BI and the Ministry of Cooperatives.

Several short-term specialists conducted studies on selected policy issues and implementation problems: analysis of the content, construction, and application of a monthly Industrial Production Index for Indonesia's Central Bureau of Statistics; a study of local budget expenditures and national-provincial fiscal relations; and a study of monetary rules for Bank Indonesia.

PEG also sponsors training for policymakers and their staff, such as a three-day competition law workshop on industrial organization and the economics of competition policy and a series of seminars and study tours on competition policy for government economists.

Complementing this technical assistance, PEG's grants program funds US $5 million in grants for policy research on Indonesia's economic reforms. In each case the grantee is a partnership between an Indonesian and a U.S. institution. By fostering lasting relationships between U.S. public and private economic research institutions and counterparts in Indonesia, the program aids the formulation and implementation of economic reform policies and practices and the building of public-private dialogue. Grants are provided to research organizations, universities, government departments, and public and private think tanks. The PEG team administers the grant procedure, processing grant applications and negotiating and executing approved grants. Nathan Associates' resident economists help analyze grant applications and select grantees.

Methodology, tools, and/or processes utilized in performing the work: For this project, Nathan Associates and its joint venture partners have used the gamut of economic and financial analysis tools, from information collection and academic research on economic trends to the creation of economic models and development of information technology applications.

Similarity to SIN 520-13, Complementary Financial Management Services: PEG is an excellent example of a complementary Financial Management Services project as described in SIN 520-13. Nathan Associates and its joint venture partners have provided demand-driven technical assistance in the form of short- and long-term expertise, policy briefs, analysis, a comprehensive grants program, workshops, and seminars.

b.         SEGIR General Business, Trade & Investment Indefinite Quantity Contract (IQC)

Project Summary: The General Business, Trade and Investment (GBTI) Indefinite Quantity Contract (IQC) is one of five USAID Global Bureau contracts under the Support for Economic Growth and Institutional Reform (SEGIR) project. GBTI provides USAID Missions and Washington with state-of-the-art intellectual leadership and technical assistance in order to stimulate private sector growth and increase international trade and investment. Through the GBTI project, the Nathan-MSI Group is providing consulting services under the following components:

         Private Sector Development. This consists of diverse activities that help create an environment that permits a competitive, market-oriented private sector that contributes to economic growth. Examples of activities under this component include development of private sector strategies, export strategies, and institutions (e.g., business associations); corporate restructuring; application of electronic technologies to private sector activities; and analysis of the business environment.

         Trade. This component provides expertise in trade policy analysis, trade laws and regulations, World Trade Organization accession and membership, regional trade agreements, customs procedures, electronic trade, trade finance, and insurance.

         Investment. To enhance domestic and international investment flows, this component addresses investment policies and regulations, tax regimes, foreign direct investments, strategic alliances and joint-ventures, transfer of technology, as well as managerial know-how and skills.

         Grants Management. To facilitate sustainable development, this component provides for establishment of endowments and grants for host country institutions. The GBTI project provides outstanding expertise in establishing endowments and administering and managed grants.

Description of work performed and results achieved: Under the GBTI contracting mechanism, Nathan Associates, in conjunction with its joint venture partner, has administered 34 task orders overseas and 14 in Washington, DC, with a total contract value of more than $100 million. The firm has also conducted numerous technical assistance activities, including

         Deploying a team to help the Regional Mission for Southern Africa in Botswana review its strategy for FY 2004-2010 and develop program priorities while facing a shrinking budget;

         Assisting governments in Croatia, East Timor, El Salvador, Mongolia, Peru, and Sri Lanka in identifying the affect of government regulations and policies on export performance, foreign investment, and the economy in general; and

         Evaluating the performance of Bulgaria s fiscal program, including fiscal reform in tax administration, the budget process, treasury management, and intergovernmental finance. Our economists assessed coordination between the IMF, World Bank, UNDP, and the British Know-How Fund. They then identified, rated, and prioritized potential activities for the coming years and recommended the most effective mix of technical assistance projects in fiscal reform.

Methodology, tools, and/or processes utilized in performing the work: In the implementation of this contract, Nathan Associates has employed myriad economic, financial, and analytical tools primarily to assess the economic impact of government regulation and policy in developing countries. As the leader of a consortium engaged in these activities, the firm is also responsible for program and financial reporting on task orders, invoicing, general contract implementation, and liaising with the U.S. government counterparts at USAID.

Similarity to SIN 520-13, Complementary Financial Management Services: Nathan Associates successful management of the SEGIR GBTI contract and projects indicates the degree to which the firm is capable of managing large and complex programs under contract with the United States government. From receipt and circulation of task orders, to preparation of proposals and contract negotiation, to rapidly deploying scores of technical experts and supporting project implementation, reporting lessons learned and best practices, to project closeout, Nathan Associates has deftly managed more than 30 overseas and 14 domestic task orders under this contract.

 

Labor Category Descriptions

Practice Director/Vice President

Functional Responsibility: Responsible for the practice s growth and increasing its profitability though leadership, management and technical skills. Has the authority to allocate resources within practice area s budget, set goals and program priorities, control and incur costs, and make staffing decisions. Represent the firm as the executive with overall responsibility for the project and is authorized to take actions on behalf of the company in order to achieve project s objectives.

Education and Experience: A senior level specialist with an MBA, MA, MS or its equivalent and ten years of relevant work experience, of which no less than five years must have been spent in a developing country context. Member of senior management group of the company.

Principle Associate

Functional Responsibility: Design and implement client development activities, held accountable for generating revenues. Manage complex projects from developing study design, budget, research plan, delegating tasks, overseeing staff, and monitoring overall progress. Prepare reports for clients, continual interfacing with clients concerning project progress, results and costs. Substantial subject area knowledge in at least one area of practice. Participate in business development activities, including proposal preparation.

Education and Experience: Graduate degree (MBA, MA, MS) or its equivalent, seven years of relevant work experience, of which no less than four years must have been spent in a developing country context, several years of successful experience at Managing Associate level, demonstrated ability to supervise junior professionals and demonstrated ability to develop and maintain a practice area.

Managing Associate

Functional Responsibility: Apply economic/business management concepts and analytical techniques in project settings. Provide day-to-day management for smaller projects or is the team lead for a work under a bigger project. Coordinate and supervise activities of the junior staff (associates) and provide direct support and expertise to clients including identification of key issues, review and audit of deliverables developed by junior staff and the presentation of projects findings and results to clients.

Education and Experience: Graduate degree (MBA, MA, MS) or its equivalent, five years of relevant work experience, of which no less than two years must have been spent working in a developing country context, several years of successful experience at Associate level, demonstrated ability to supervise more junior staff and coordinate support services well.

Associate

Functional Responsibility: Apply economic/business management concepts and analytical techniques in project settings, with little direct supervision. Oversee work of research/administrative assistants, prepare high quality drafts of sections of client reports, deal directly with clients on technical aspects of engagements and management of relatively small projects.

Education and Experience: Graduate degree (MBA, MA or MS) in related field or its equivalent or substantial graduate work combined with at least two years of successful relevant experience. Mastery of broad array of technical skills called for in the firm s projects.

Research/Administrative Assistant

Functional Responsibilities: Undertake routine analytical functions both manually and using computer, under close supervision, write statements of operations for internal use, conduct research and synthesize materials reviewed. Assist project staff in organizing and managing project documents; assist in project management with general computer, financial, word processing, graphics and other administrative activities.

Education and Experience: Baccalaureate degree, coursework in economics, statistics, mathematics, computer science. Demonstrated ability to organize and document research activities.

 

The minimum qualifications defined in the levels above apply across the board to consultants in various sectors. In all instances where either an MBA, MA or MS equivalent (i.e., an advanced degree) is required, the equivalent is defined as a Bachelors degree in the relevant technical discipline plus 4 years of relevant professional work experience. In all cases where equivalent work experience is substituted for the educational requirement, required years of work experience are in addition to the years of work experience listed for the level/position for either the MBA, MS or MA.

 

For example, a senior consultant with a Bachelors degree who is proposed for a senior level position, must have (as a minimum) a total of 11 years relevant work experience (4 years to satisfy the requirement for the equivalent of an advanced degree in addition to the 7 years of relevant work experience required).

 

Labor Rates

Base Period:

Labor Category

Fixed Hourly Rate

2/19/04-2/18/05

2/19/05-2/18/06

2/19/06-2/18/07

2/19/07-2/18/08

2/19/08-2/18/09

Practice Director

$206.00

$211.15

$216.43

$221.84

$227.39

Principle Associate

$168.00

$172.20

$176.51

$180.92

$185.44

Managing Associate

$99.00

$101.48

$104.01

$106.61

$109.28

Associate

$69.00

$70.73

$72.49

$74.31

$76.16

Research/Admin. Assistant

$46.00

$47.15

$48.33

$49.54

$50.78

 

Labor Category

Fixed Daily Rate

2/19/04-2/18/05

2/19/05-2/18/06

2/19/06-2/18/07

2/19/07-2/18/08

2/19/08-2/18/09

Practice Director

$1,645.82

$1,686.97

$1,729.14

$1,772.37

$1,816.68

Principle Associate

$1,344.48

$1,378.09

$1,412.54

$1,447.86

$1,484.05

Managing Associate

$787.96

$807.66

$827.85

$848.55

$869.76

Associate

$551.84

$565.64

$579.78

$594.27

$609.13

Research/Admin. Assistant

$366.89

$376.06

$385.46

$395.10

$404.98


First Option Period:

Labor Category

Fixed Hourly Rate

2/19/09-2/18/10

2/19/10-2/18/11

2/19/11-2/18/12

2/19/12-2/18/13

2/19/13-2/18/14

Practice Director

$233.07

$238.90

$244.87

$250.99

$257.27

Principle Associate

$190.08

$194.83

$199.70

$204.69

$209.81

Managing Associate

$112.01

$114.81

$117.68

$120.62

$123.64

Associate

$78.07

$80.02

$82.02

$84.07

$86.17

Research/Admin. Assistant

$52.04

$53.35

$54.68

$56.05

$57.45

 

Labor Category

Fixed Daily Rate

2/19/09-2/18/10

2/19/10-2/18/11

2/19/11-2/18/12

2/19/12-2/18/13

2/19/13-2/18/14

Practice Director

$1,862.09

$1,908.65

$1,956.36

$2,005.27

$2,055.40

Principle Associate

$1,521.16

$1,559.18

$1,598.16

$1,638.12

$1,679.07

Managing Associate

$891.50

$913.79

$936.64

$960.05

$984.05

Associate

$624.36

$639.97

$655.96

$672.36

$689.17

Research/Admin. Assistant

$415.10

$425.48

$436.12

$447.02

$458.20

A 2.5% escalation rate is in effect for the base and all option periods and shall be applied annually on the anniversary date of award.