MAS - Kauffman And Associates, Inc. - GS00F0012S

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GENERAL SERVICES ADMINISTRATION

Federal Acquisition Service

Authorized Federal Supply Schedule FSS Price List

Kauffman and Associates, Inc.

421 W Riverside Ave, Suite 450

PO Box 21789 Spokane, WA 99201

(P) 509-747-4994 | (F) 509-798-8092 www.kauffmaninc.com

Contract Administrator: Jo Ann Kauffman, joann.kauffman@kauffmaninc.com

Contract Number: GS-00F-0012S Contract Period: 08/07/2006 – 08/06/2026

Business Size: Small Business, Woman Owned Business, Women Owned Small Business (WOSB), American Indian Owned

Schedule Title: Multiple Award Schedule Federal Supply Group: Professional Services

Pricelist current as of Modification PS-A892, effective 04/25/2025.

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.GSAAdvantage.gov.

For more information on ordering go to the following website: https://www.gsa.gov/schedules.

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

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CUSTOMER INFORMATION:

1a. Table of Awarded Special Item Number(s) with appropriate cross-reference to page numbers:

SIN Recovery SIN SIN Description 512110 512110RC Video/Film Production 541511 541511RC Web Based Marketing 541611 541611RC Management and Financial Consulting, Acquisition and Grants

Management Support, and Business Program and Project Management Services

541613 541613RC Marketing Consulting Services 541810 541810RC Advertising Services 541820 541820RC Public Relations Services 541910 541910RC Marketing Research and Analysis 561920 561920RC Conference, Meeting, Event and Trade Show Planning Services 541810ODC 541810ODCRC Other Direct Costs for Marketing and Public Relations Services OLM OLMRC OLM Order-Level Materials (OLMs)

1b. Identification of the lowest priced model number and lowest unit price for that model for each special item number awarded in the contract. See pricing beginning on page 5.

1c. If the Contractor is proposing hourly rates a description of all corresponding commercial job titles, experience, functional responsibility, and education for those types of employees or subcontractors who will perform services shall be provided. If hourly rates are not applicable, indicate “Not applicable” for this item. See Labor Category Descriptions beginning on page 10.

2. Maximum Order:

SINs 512110, 541511, 541611, 541613, 541810, 541820, 541910, 561920, and 541810ODC:

$1,000,000

SIN OLM: $250,000

3. Minimum Order: $100.00

4. Geographic Coverage: Worldwide.

5. Point(s) of production: Spokane, WA (Spokane County), Washington, DC.

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

7. Quantity discounts: None.

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.

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9. Foreign items: None.

10a. Time of Delivery: Contact Contractor.

10b. Expedited Delivery: Contact Contractor.

10c. Overnight and 2-day delivery: Contact Contractor.

10d. Urgent Requirements: Contact Contractor.

11. F.O.B Points: Destination.

12a. Ordering Address: Kauffman and Associates, Inc.

421 W Riverside Avenue, Suite 450 Spokane, WA 99201

(P) 509-747-4994 | (F) 509-798-8092

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

13. Payment address (is): Kauffman and Associates, Inc.

PO Box 21789 Spokane, WA 99201

(P) 509-747-4994 | (F) 509-798-8092

14. Warranty provision: N/A

15. Export Packing Charges: N/A

16. Terms and conditions of rental, maintenance, and repair: N/A

17. Terms and conditions of installation: N/A

18a. Terms and conditions of repair parts: N/A

18b. Terms and conditions for any other services: N/A

19. List of service and distribution points: N/A

20. List of participating dealers: N/A

21. Preventive maintenance: N/A

22a. 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 (e.g. contractor’s website or other location.) ICT accessibility standards can be found at:

https://www.Section508.gov/. N/A https://www.section508.gov/

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23. Unique Entity Identifier (UEI) Number: RSALNLGDVE29

24. Notification regarding registration in System for Award Management (SAM) database:

Kauffman and Associates, Inc. is registered at SAM.gov.

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GSA Hourly Rates (w/IFF)

SINs 512110, 541511, 541611, 541613, 541810, 541820, 541910, and 561920

Labor Category Year 16

08/07/21- 08/06/22

Year 17 08/07/22- 08/06/23

Year 18 08/07/23- 08/06/24

Year 19 08/07/24- 08/06/25

Year 20 08/07/25- 08/06/26

Administrative Assistant ** $60.69 $62.09 $63.52 $64.98 $66.47 Communications Specialist $91.41 $93.51 $95.66 $97.86 $100.11 Corporate Monitor $256.54 $262.44 $268.48 $274.66 $280.98 Creative Director $134.83 $137.93 $141.10 $144.35 $147.67 Database Developer III $121.44 $124.23 $127.09 $130.01 $133.00 Editor $67.02 $68.56 $70.14 $71.75 $73.40 Facilitator $256.54 $262.44 $268.48 $274.66 $280.98 Graphic Designer I $70.42 $72.04 $73.70 $75.40 $77.13 Graphic Designer II $79.62 $81.45 $83.32 $85.24 $87.20 Graphic Designer III $101.17 $103.50 $105.88 $108.32 $110.81 IT Support Staff I $68.40 $69.97 $71.58 $73.23 $74.91 IT Support Staff II $78.93 $80.75 $82.61 $84.51 $86.45 Media Specialist $68.50 $70.08 $71.69 $73.34 $75.03 Meeting Planner I $83.41 $85.33 $87.29 $89.30 $91.35 Meeting Planner II $98.61 $100.88 $103.20 $105.57 $108.00 Meeting Planner III $118.17 $120.89 $123.67 $126.51 $129.42 Outreach Specialist $82.15 $84.04 $85.97 $87.95 $89.97 President $256.54 $262.44 $268.48 $274.66 $280.98 Program Coordinator I $104.24 $106.64 $109.09 $111.60 $114.17 Program Coordinator II $122.33 $125.14 $128.02 $130.96 $133.97 Program Coordinator III $145.86 $149.21 $152.64 $156.15 $159.74 Project Director I $152.87 $156.39 $159.99 $163.67 $167.43 Project Director II $187.28 $191.59 $196.00 $200.51 $205.12 Project Director III $221.68 $226.78 $232.00 $237.34 $242.80 Project Manager I $94.95 $97.13 $99.36 $101.65 $103.99 Project Manager II $130.55 $133.55 $136.62 $139.76 $142.97 Project Manager III $139.79 $143.01 $146.30 $149.66 $153.10 Project Support II $73.98 $75.68 $77.42 $79.20 $81.02 Project Support I ** $61.52 $62.93 $64.38 $65.86 $67.37 Project Support III $78.65 $80.46 $82.31 $84.20 $86.14 Proofreader $55.12 $56.39 $57.69 $59.02 $60.38 Public Relations Specialist $68.50 $70.08 $71.69 $73.34 $75.03 Researcher/Evaluator I $108.42 $110.91 $113.46 $116.07 $118.74

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Labor Category Year 16

08/07/21- 08/06/22

Year 17 08/07/22- 08/06/23

Year 18 08/07/23- 08/06/24

Year 19 08/07/24- 08/06/25

Year 20 08/07/25- 08/06/26

Researcher/Evaluator II $145.86 $149.21 $152.64 $156.15 $159.74 Researcher/Evaluator III $166.81 $170.65 $174.57 $178.59 $182.70 Subject Matter Expert $257.11 $263.02 $269.07 $275.26 $281.59 Support Staff/Clerk ** $51.31 $52.49 $53.70 $54.94 $56.20 Web and Print Coordinator $57.79 $59.12 $60.48 $61.87 $63.29 Web Designer/Developer I $78.17 $79.97 $81.81 $83.69 $85.61 Web Designer/Developer II $101.17 $103.50 $105.88 $108.32 $110.81 Web Designer/Developer III $121.44 $124.23 $127.09 $130.01 $133.00 Writer I ** $52.74 $53.95 $55.19 $56.46 $57.76 Writer II ** $69.37 $70.97 $72.60 $74.27 $75.98 Writer III ** $86.16 $88.14 $90.17 $92.24 $94.36

Service Contract Labor Standards: The Service Contract Labor Standards, formerly the Service Contract Act (SCA), apply to this contract and it includes SCLS applicable labor categories. Labor categories and fixed price services marked with a (**) in this pricelist are based on the U.S. Department of Labor Wage Determination Number(s) identified in the SCLS/SCA matrix. The prices awarded are in line with the geographic scope of the contract (i.e., nationwide)

SCA Eligible Contract Labor Category SCA Equivalent Code - Title Wage Determination #

Administrative Assistant ** 01020 Administrative Assistant 2015-5537

Project Support I ** 01111 General Clerk I 2015-5537

Support Staff/ Clerk ** 01111 General Clerk 2015-5537

Writer I ** 30461 Technical Writer I 2015-5537

Writer II ** 30462 Technical Writer II 2015-5537

Writer III ** 30463 Technical Writer III 2015-5537

Wage Determination Revision Number Revision Date

2015-5537 16 12/27/2021

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Other Direct Costs GSA Rates (w/IFF)

SIN 541810ODC

SUPPORT PRODUCT/ LABOR (ODCs) UNIT OF ISSUE (e.g. Hour, Task, Sq ft)

CEILING PRICE/RATE

OFFERED TO GSA

(including IFF) 508 compliance Per Page $146.10 A/V Package Per Day $5,370.93 A/V package-live streaming (including live webcast and live streaming) Per Day $4,639.80

AI/AN Language Translation Per Day $503.78 AI/AN Meeting/Conference Costs-Exhibitor Booth Fees & Promotion Per Event $25,188.92

AI/AN Music Bed Per Music Bed $1,007.56 AI/AN Newspaper/Internet Advertising 1/4-Page Print $1,113.35 AI/AN Newspaper/Internet Advertising 1/3-Page Print $1,309.82 AI/AN Newspaper/Internet Advertising 1/2-Page Print $2,161.21 AI/AN Newspaper/Internet Advertising Full page print $4,030.23 AI/AN Newspaper/Internet Advertising Per Week internet $1,813.60 AI/AN PSA Talent Per Day $1,511.34 AI/AN Radio Advertising Per Spot $1,415.62 AI/AN Radio Production-Post Production, edit, sweeten, mix Per Hour $201.51

AI/AN Radio Production-Station Dubs, Electronic Each $35.26

Awards (plaques, trophies, achievement statue, etc.) Each $2,125.65

Billboard advertising Billboard - 4 Weeks $292,191.44 Bus display advertising Per Week $8,549.12 CD Duplication of 100 Per 100 $533.00 Closed Captioning Up to 15 Minutes of Content $176.32 Consultants-Subject Matter Experts Per Hour $157.43 Digital advertising Per Day $440.81 Digital projection-building rental Per Wall $6,045.34 Digital projection-equipment Per Day $2,015.11 Digital projection-projectionist Per Day $1,511.34 Event Registration Management Per Registrant $10.08 Flags with poles and spreaders (10 each) Per Event $1,040.81 Flash drives (thumb drives) Each $920.32 Media Consultant Per Media Buy $0.15

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CEILING PRICE/RATE

OFFERED TO GSA

(including IFF) Photo Shoots (AI/AN Talent) Per Day $1,612.09 Postage-Mailing Service Costs/1st Class Letter Flat Per Piece $1.91

Postage-Mailing Service Costs/data processing Per Item $0.42 Postage-Mailing Service Costs/hand processing Per Item $0.16 Postage-Mailing Service Costs/Meter Fee Per Piece $0.03 Postage-Mailing Service Costs/production Per Item $0.56 Print/Copy/Materials-Black Print Per Page $0.10 Print/Copy/Materials-Color Print Per Page $0.39 Radio Production-Record Voiceover Per Hour $201.51 Room Rental Per Day $26,196.47 Shipping 5lb Box $48.11 Shipping 10lb Box $67.20 Shipping 15lb Box $83.07 Shipping 25lb Box $123.98 Shipping 50lb Box $219.24 Sign Language Interpreting Services Per Hour $159.79 Signage (meeting signage, poster boards, displays, etc.) Each $3,052.90

Stock photography Per Image $15,435.77 Talent Per Engagement $30,226.70 Teleconferences (< 300 participants) Per Minute $0.05 Teleconferences-Operator Assisted (> 300 participants) Per Minute $0.50

Transcription Per Hour (or $6.70 Per Page) $405.04 Video brochure (4.3") Each $76.80 Video brochure mailing Per Piece $6.85 Video mailers (jumbo 4.3" LCD) Each $82.15 Video Production-Animation Per Hour $201.51 Video Production-Audio Package / Equipment Use Per Day $251.89

Video Production-Audio Technician Per Day $604.53 Video Production-Camera Assistant Per Day $554.16 Video Production-Camera Operator Per Day $1,259.45 Video Production-Craft Services Per Person $30.23 Video Production-Digital Conversion/Compression Per Hour $30.23

Video Production-Director Per Day $2,518.89 Video Production-Director of Photography/Cinematographer Per Day $2,015.11

Video Production-Dolly Per Day $125.94

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CEILING PRICE/RATE

OFFERED TO GSA

(including IFF) Video Production-DVD Master Per Hour $50.38 Video Production-Equipment Rental Per Day $5,622.17 Video Production-Gaffer Per Day $554.16 Video Production-Graphics/Graphic Design Per Hour $201.51 Video Production-Green Screen Per Day $125.94 Video Production-Grip Per Day $554.16 Video Production-Grip Lighting & Dolly Per Hour $503.78 Video Production-Grip Truck Per Day $352.64 Video Production-Hard Drive Back-up Per Drive $278.09 Video Production-Key Grip Per Day $554.16 Video Production-Location Fee Per Location $503.78 Video Production-Location Grip & Lighting Per Day $503.78 Video Production-Makeup/Hair Per Day $503.78 Video Production-Producer Pre-Production Per Day $1,007.56 Video Production-Producer: Pre-production Per Day $503.78 Video Production-Production Assistant Per Day $251.89 Video Production-props and wardrobe Per Day $453.40 Video Production-SFX (Sound Effects) Each $15.11 Video production-stock footage Per Piece $70.53 Video Production-Studio Grip and Lighting Per Day $503.78 Video Production-Studio Sound Stage (Rental) Per Day $503.78 Video Production-Technical Director Per Day $654.91 Video Production-Teleprompter Per Day $201.51 Video Production-Teleprompter Operator Per Day $554.16 Video Production-Video Description File 508 Per Minute $302.27 Video Production-Video Description, Adding Audio Track to Video File Per File $100.76

Video Production-Video Editing Per Hour $302.27 Video Production-Video Shoot Per Hour $251.89 Web Conference Technology (Web plus Phone Audio, up to 500 Participants) Per Minute $0.35

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Labor Category Descriptions SINs 512110, 541511, 541611, 541613, 541810, 541820, 541910, and 561920

Administrative Assistant** Functional Responsibility: Supports project teams with administrative duties including preparation and processing of correspondence, reports, and proposals.

Minimum Education: High School

Minimum Experience: 1 Year

Communications Specialist Functional Responsibility: Develops and implements communications programs to support client objectives, manages smaller communications contracts, assists project management on larger contracts.

Minimum Education: Bachelors Degree

Minimum Experience: 3 Years

Corporate Monitor Functional Responsibility: Oversees multiple projects within a service line, manages technical operations that are typically divided into programs, works closely with subordinate managers in developing work plans to meet contractual requirements.

Minimum Education: Masters Degree

Minimum Experience: 10 Years

Creative Director Functional Responsibility: Manages media, outreach, communications, public relations, Web design and development, and graphic design projects and program.

Minimum Education: Bachelors Degree

Minimum Experience: 3 Years

Database Developer III Functional Responsibility: Develops, consults, and advises on highly complex database administration and implementation client needs.

Minimum Education: Bachelors Degree

Minimum Experience: 7 Years

Editor Functional Responsibility: Supports contract teams in editing and proofreading a variety of electronic and printed documents, materials, and publications.

Minimum Education: Bachelors Degree

Minimum Experience: 2 Years

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Facilitator Functional Responsibility: Responsible for facilitation services nationally.

Minimum Education: Masters Degree

Minimum Experience: 10 Years

Graphic Designer I Functional Responsibility: Assists developing and designing graphics for multimedia projects for print and interactive media, including websites, video, and e-learning modules.

Minimum Education: Associates Degree

Minimum Experience: 1 Year

Graphic Designer II Functional Responsibility: Develops and designs graphics for multimedia projects for print and interactive media, including websites, video, and e-learning modules.

Minimum Education: Associates Degree

Minimum Experience: 3 Years

Graphic Designer III Functional Responsibility: Senior expert develops and designs graphics for multimedia projects for print and interactive media, including websites, video, and e-learning modules.

Minimum Education: Bachelors Degree

Minimum Experience: 5 Years

IT Support Staff I Functional Responsibility: Assists providing technology solutions tailored to client needs, works closely with project manager in delivering services tailored to fit client needs.

Minimum Education: Bachelors Degree

Minimum Experience: 1 Year

IT Support Staff II Functional Responsibility: Provides technology solutions tailored to client needs, works closely with project manager in delivering services tailored to fit client needs.

Minimum Education: Bachelors Degree

Minimum Experience: 3 Years

Media Specialist Functional Responsibility: Develops and implements media programs and media buy campaigns to support client objectives, manages smaller media contracts, assists project management on larger contracts.

Minimum Experience: 3 Years

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Meeting Planner I Functional Responsibility: Assists with coordination and planning of national conferences, meetings, events, peer reviews, and trainings ensuring project deliverables are accomplished.

Minimum Education: Bachelors Degree

Minimum Experience: 1 Year

Meeting Planner II Functional Responsibility: Assists project manager with coordination and planning of national conferences, meetings, events, peer reviews, and trainings ensuring project deliverables are accomplished.

Minimum Education: Bachelors Degree

Minimum Experience: 3 Years

Meeting Planner III Functional Responsibility: Senior expert manages multiple projects within the service line ensuring project deliverables are met with all national conferences, meetings, events, peer reviews, and trainings.

Minimum Education: Bachelors Degree

Minimum Experience: 7 Years

Outreach Specialist Functional Responsibility: Develops and implements outreach programs to support client objectives, manages smaller outreach contracts, assists project management on larger contracts.

Minimum Education: Bachelors Degree

Minimum Experience: 3 Years

President Functional Responsibility: Responsible for strategic planning, organizational development, and facilitation services nationally.

Minimum Education: Masters Degree

Minimum Experience: 10 Years

Program Coordinator I Functional Responsibility: Assists coordination of program training events and technical assistance to ensure goals and deliverables of the project are met.

Minimum Experience: 1 Year

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Program Coordinator II Functional Responsibility: Functions as content expert and project lead contact, facilitates coordination of program training events and technical assistance to ensure goals and deliverables of the project are met.

Minimum Education: Bachelors Degree

Minimum Experience: 3 Years

Program Coordinator III Functional Responsibility: Functions as program senior content expert and project lead contact, facilitates coordination of program training events and technical assistance to ensure goals and deliverables of the project are met.

Minimum Education: Bachelors Degree

Minimum Experience: 5 Years

Project Director I Functional Responsibility: Manages project operations that are typically divided into programs. Works closely with subordinate managers in developing work plans to meet contractual requirements.

Minimum Education: Bachelors Degree

Minimum Experience: 3 Years

Project Director II Functional Responsibility: Manages technical operations that are typically divided into programs. Works closely with subordinate managers in developing work plans to meet contractual requirements.

Minimum Education: Bachelors Degree

Minimum Experience: 5 Years

Project Director III Functional Responsibility: Manages technical operations that are typically divided into programs. Works closely with subordinate managers in developing work plans to meet contractual requirements.

Minimum Education: Masters Degree

Minimum Experience: 10 Years

Project Manager I Functional Responsibility: Support project manager, manages elements of a project or small projects, facilitates project team coordination ensuring production of contract deliverables, some communication with the client.

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Project Manager II Functional Responsibility: Manages project team in meeting contract deliverables, project budget reporting, and communication with client to ensure contract compliance.

Minimum Education: Bachelors Degree

Minimum Experience: 5 Years

Project Manager III Functional Responsibility: Provides overall project vision, direction, and management of project team, subcontractors, consultants, subject matter experts, etc.

Minimum Education: Masters Degree

Minimum Experience: 7 Years

Project Support I** Functional Responsibility: Supports project managers III-I and project support III-II in conducting research and analysis to support project, assists with preparing project documents, data management, event coordination, and site visits.

Minimum Education: Bachelors Degree

Minimum Experience: 1 Year

Project Support II Functional Responsibility: Supports project manager in conducting research and analysis to support project, assists in preparing project documents, data management, event coordination, and site visits.

Minimum Education: Bachelors Degree

Minimum Experience: 2 Years

Project Support III Functional Responsibility: Coordinates and conducts research and analysis to support project, oversees documentation preparation, data management, event coordination and site visits.

Minimum Education: Bachelors Degree

Minimum Experience: 3 Years

Proofreader Functional Responsibility: Supports contract teams in proofreading a variety of electronic and printed documents, materials, and publications.

Minimum Experience: 1 Year

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Public Relations Specialist Functional Responsibility: Develops and implements communications and marketing programs to support client objectives, manages smaller communications contracts, assists project management on larger contracts.

Minimum Education: Bachelors Degree

Minimum Experience: 3 Years

Researcher/ Evaluator I Functional Responsibility: Conducts and assists research tasks assigned by more senior members of the research staff; conducts concentrated research for organizational assessments, evaluations, and other studies; assists program evaluation of various educational, health and human services programs.

Minimum Education: Bachelors Degree

Minimum Experience: 1 Year

Researcher/ Evaluator II Functional Responsibility: Conducts applied research-based activities focused on community-based initiatives, national evaluations, social marketing, and other evaluative components of federal contracts, applied research, and program evaluation of various educational, health and human services programs.

Minimum Education: Bachelors Degree

Minimum Experience: 3 Years

Researcher/ Evaluator III Functional Responsibility: Directs and conducts applied research-based activities focused on community-based initiatives, national evaluations, social marketing, and other evaluative components of federal contracts, applied research, and program evaluation of various educational, health and human services programs.

Minimum Education: Masters Degree

Minimum Experience: 5 Years

Subject Matter Expert Functional Responsibility: Provides subject matter expertise for project, substantive experience and understanding of policy implications of a particular issue.

Minimum Education: Masters Degree

Minimum Experience: 10 Years

Support Staff/Clerk** Functional Responsibility: Supports project in the areas of travel logistics, event coordination, data entry, and administrative support tasks.

Minimum Education: High School

Minimum Experience: 0 Years

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Web and Print Coordinator Functional Responsibility: Assigns project requests and communicates project requirements to the appropriate staff, including graphic designers, Web developers, technical writers, and editors.

Minimum Education: Bachelors Degree

Minimum Experience: 1 Year

Web Designer/ Developer I Functional Responsibility: Supports the creation and maintenance of n-tier applications and websites using a variety of Web development technologies. Assists with website project planning and implementation and database maintenance.

Minimum Education: Bachelors Degree

Minimum Experience: 1 Year

Web Designer/ Developer II Functional Responsibility: Creates and maintains n-tier Web applications and websites using a variety of Web development technologies. Assists with website project planning and implementation and database maintenance.

Minimum Education: Bachelors Degree

Minimum Experience: 3 Years

Web Designer/ Developer III Functional Responsibility: Senior expert creates and maintains n-tier Web applications and websites using a variety of Web development technologies. Assists with website project planning and implementation and database maintenance.

Minimum Education: Bachelors Degree

Minimum Experience: 5 Years

Writer I** Functional Responsibility: Assists with developing, writing, revising, and editing content and format for a variety of electronic and printed documents, materials, and publications.

Minimum Education: Bachelors Degree

Minimum Experience: 1 Year

Writer II** Functional Responsibility: Assists contract teams with planning, developing, writing, revising, and editing content and format for a variety of electronic and printed documents, materials, and publications.

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Writer III** Functional Responsibility: Senior expert assists contract teams with planning, developing, writing, revising, and editing content and format for a variety of electronic and printed documents, materials, and publications.

Minimum Education: Bachelors Degree

Minimum Experience: 4 Years

Experience & Degree Substitution Equivalencies *Experience exceeding the minimum shown may be substituted for education. Likewise, education exceeding the minimum shown may be substituted for experience.

Standard Qualifications Substitutions

Labor Category Min Edu Min Exp PhD Masters Bachelors Associates High

School Administrative Assistant**

High School 1 0 0 0 0 N/A

Communications Specialist Bachelors 3 0 1 N/A 5 7

Corporate Monitor Masters 10 8 N/A 12 14 16

Creative Director Bachelors 3 0 1 N/A 5 7

Database Developer III Bachelors 7 3 5 N/A 9 11

Editor Bachelors 2 0 0 N/A 4 6

Facilitator Masters 10 8 N/A 12 14 16

Graphic Designer I Associates 1 0 0 0 N/A 3

Graphic Designer II Associates 3 0 0 1 N/A 5

Graphic Designer III Bachelors 5 1 3 N/A 7 9

IT Support Staff I Bachelors 1 0 0 N/A 3 5

IT Support Staff II Bachelors 3 0 1 N/A 5 7

Media Specialist Bachelors 3 0 1 N/A 5 7

Meeting Planner I Bachelors 1 0 0 N/A 3 5

Meeting Planner II Bachelors 3 0 1 N/A 5 7

Meeting Planner III Bachelors 7 3 5 N/A 9 11

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Labor Category Min Edu Min Exp PhD Masters Bachelors Associates High

School

Outreach Specialist Bachelors 3 0 1 N/A 5 7

President Masters 10 8 N/A 12 14 16

Program Coordinator I Bachelors 1 0 0 N/A 3 5

Program Coordinator II Bachelors 3 0 1 N/A 5 7

Program Coordinator III Bachelors 5 1 3 N/A 7 9

Project Director I Bachelors 3 0 1 N/A 5 7

Project Director II Bachelors 5 1 3 N/A 7 9

Project Director III Masters 10 8 N/A 12 14 16

Project Manager I Bachelors 2 0 0 N/A 4 6

Project Manager II Bachelors 5 1 3 N/A 7 9

Project Manager III Masters 7 5 N/A 9 11 13

Project Support I** Bachelors 1 0 0 N/A 3 5

Project Support II Bachelors 2 0 0 N/A 4 6

Project Support III Bachelors 3 0 1 N/A 5 7

Proofreader Bachelors 1 0 0 N/A 3 5

Public Relations Specialist Bachelors 3 0 1 N/A 5 7

Researcher/ Evaluator I Bachelors 1 0 0 N/A 3 5

Researcher/ Evaluator II Bachelors 3 0 1 N/A 5 7

Researcher/ Evaluator III Masters 5 3 N/A 7 9 11

Subject Matter Expert Masters 10 8 N/A 12 14 16

Support Staff/Clerk** High School 0 0 0 0 0 N/A

Web and Print Coordinator Bachelors 1 0 0 N/A 3 5

Web Designer/ Developer I Bachelors 1 0 0 N/A 3 5

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Labor Category Min Edu Min Exp PhD Masters Bachelors Associates High

School Web Designer/ Developer II Bachelors 3 0 1 N/A 5 7

Web Designer/ Developer III Bachelors 5 1 3 N/A 7 9

Writer I** Bachelors 1 0 0 N/A 3 5

Writer II** Bachelors 2 0 0 N/A 4 6

Writer III** Bachelors 4 0 2 N/A 6 8

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Company Overview

Jo Ann Kauffman, MPH, company founder and president, established Kauffman and Associates, Inc. (KAI) in 1990 to provide government relations services for Native American organizations and tribes. Later, the company shifted its focus to management and professional services for regional, state, tribal, and federal governments; foundations; national associations; and private-sector businesses. Today KAI employs nearly 60 talented and diverse professionals and maintains service lines in research and evaluation, meeting and event planning, strategic communications, website design and development, database design and development, digital media, training and technical assistance, grant support, organizational transformation and other types of management support.

KAI has its corporate office in Spokane, WA, with additional employees stationed all over the United States. KAI maintains a nationwide network of expert consultants to offer clients a tailored approach, matching staff skills and resources to client needs. The company is proud to be recognized as one of the nation's most successful American Indian-owned small businesses.

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Service Lines and Capabilities Research, Evaluation, and Planning KAI’s Research, Evaluation and Planning Team provides culturally responsive, data-driven, evidence-based, and scientifically sound research and evaluation practices to diverse peoples. By embedding empirical practices in existing cultural paradigms of knowledge and investigation, we work to increase local capacity and sustainability. We collaborate with international, federal, state, and tribal organizations, both nonprofit and for profit, to improve the health and well-being of communities. KAI’s research. evaluation and planning services include:

• Evaluation planning and implementation

• Program evaluation

• Process and outcome evaluation

• Qualitative research

• Quantitative research

• Focus groups

• Stakeholder interviews

• Surveys and questionnaires

• Literature reviews

• Research analysis and synthesis

• OMB and IRB clearance

• Strategic planning

• Policy analysis

• Facilitation and mediation

• Organizational development

• Program planning and evaluation

• Tribal consultation

• Database needs assessment and planning

• Information architecture and design

Behavioral Health Transformation Behavioral Health Transformation (BHT) is one of KAI’s most highly developed areas of expertise. KAI’s experience in BHT is built on our belief in the capacity of communities and individuals. We seek to nurture this capacity through the delivery of training and technical assistance (TTA) that is tailored to the needs of our clients and infused with cultural sensitivity. KAI has developed an extensive knowledge of specific topics and a staff of professionals who are skilled in conveying that information in a clear and responsive manner. KAI’s array of BHT services include:

• Suicide prevention

• Opioid response

• Needs assessment

• Training curriculum development

• Resource collection development

• Expert consultant recruitment

• Partnerships and collaboration

• Multimodal information dissemination

• Face-to-face and virtual training

• Training and technical assistance product development

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• Evaluation support

Communications KAI works closely with our clients to shape key communications strategies and support them with creative solutions that are fresh, on target, and always respectful of tradition and culture. We are specifically experienced with culturally appropriate outreach to minority populations and targeted outreach to specific age groups (e.g., youth and older Americans). The award-winning in-house Communications Team at KAI includes communications planners, social marketing experts, public relations specialists, video producers, media buyers, researchers, writers, and designers. Our Communications Team provides the following services:

• Communications, assessment, and planning

• Consumer research and audience segmentation

• Campaign evaluation

• Strategic messaging

• Digital storytelling

• New media

• Targeted community outreach

• Print and electronic materials development

• Multimedia production

• Video production and editing

• Advertising and public relations

• Media planning and buying

• Brand development and logo design

• Graphic design, digital graphics, graphics facilitation

• Website development and maintenance

• 508 compliance for websites and content

Meeting and Event Planning KAI provides high-quality event coordination for local, regional, national, and international meetings, roundtables, and conferences ranging in size from 20 to 2,000 participants. KAI’s logistical know-how and client-centered approach coupled with our flexibility and ingenuity allow us to produce successful events, executed flawlessly. KAI has a talented team of certified meeting planning professionals who work behind the scenes to handle every detail of our clients’ events. We coordinate meetings every year for an array of federal agency offices, as well as state and tribal governments, tailoring products for each event based on size, complexity, location, audience, and subject matter. Our commitment to quality has resulted in single events becoming long-term working relationships. KAI’s Meeting and Event Planning Team provides expertise in the following areas:

• Planning committee facilitation

• Venue identification and contract negotiations

• Full event logistics (travel, hotel, transportation, and audiovisual)

• Speaker identification and support

• Event promotion and outreach

• Event materials design, development, and production

• Event websites and online registration systems

• Cultural activities

• Exhibit and vendor support

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• Pre-, onsite, and post-event support

• Virtual meeting solutions (e.g., webinar and webcasts)

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Honors and Awards KAI has received multiple national and international awards for excellence and performance, including:

• Bronze Telly Award for 2020-2021 The CMS Traditional Foods video – for Centers for Medicare and Medicaid

• Gold Hermes Creative Award for the Montana Mental Health Awareness Campaign for MT

DPHHS

• Honorable Mention Hermes Creative Award for the LIFTS Magazine for Healthy Mothers, Healthy Babies—The Montana Coalition

• Gold Healthcare Ad Award for The LIFTS Magazine for Healthy Mothers, Healthy Babies—The Montana Coalition

• Bronze Healthcare Ad Award for the Montana Mental Health Awareness Campaign for MT

DPHHS

• Bronze Aster Award for the Montana Mental Health Awareness Campaign for MT DPHHS

• Grand Apex Award Safe Sleep: Learn, Plan, Provide for Healthy Mothers, Healthy Babies—The Montana Coalition

• Gold Hermes Award for Safe Sleep: Learn, Plan, Provide for Healthy Mothers, Healthy Babies— The Montana Coalition

• Gold Health Care Ad Award for 2020-2021 Tribal Affairs 18-Month Calendar for Centers for Medicare and Medicaid

• Merit Health Care Ad Award for Safe Sleep: Learn, Plan, Provide for Healthy, Mothers, Healthy Babies—The Montana Coalition

• Gold Aster Award for Coalition on Urban Indian Aging logo design

• Silver Aster Award for 2020-2021 Tribal Affairs 18-Month Calendar for Centers for Medicare and

Medicaid

• Health Care PR and Marketing Award, print publication, for "Protect Our Future: Prevent Tobacco Sales to Minors" brochure, U.S. Food & Drug Administration

• Silver Telly Award, for Health Matters video series, Centers for Medicare & Medicare Services

• Summit Creative Award, for NativeArt4Health guerilla marketing campaign, Centers for

Medicare & Medicaid Services

• First place, Blue Pencil & Gold Screen Award, National Association of Government

Communicators, for Long Term Services and Supports Solution e-newsletter, Centers for Medicare & Medicaid Services

• Gold Hermes Creative Award for Health Matters video series, Centers for Medicare & Medicaid Services

• Secretary’s Outreach and Media Relations Award from the U.S. Department of Health and Human Services for KAI’s work promoting the Health Insurance Marketplace

• Bronze Telly Award for "Protect Our Future: Prevent Tobacco Sales to Minors" video, U.S. Food & Drug Administration

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• Gold MarCom Award for "Protect Our Future: Prevent Tobacco Sales to Minors" video, U.S. Food

& Drug Administration

• National Health Information Award, Affordable Care Act Outreach and Education Campaign- Native American Audiences, Centers for Medicare & Medicaid Services (CMS)

• Telly Award, video, Centers for Medicare & Medicaid Services (CMS)

• Communicator Award of Distinction, logo, Substance Abuse and Mental Health Services

Administration (SAMHSA)

• Hermes Creative Award, brochure design, W.K. Kellogg Foundation

• Hermes Creative Award, 2013 Influenza Campaign, Centers for Disease Control and Prevention

(CDC)

• Aster Award, exhibit booth, W.K. Kellogg Foundation

• Communicator Award, video, Office of Minority Health

• Telly Award, Native Aspirations technical assistance video, SAMHSA

• MarCom Award, marketing and promotional materials, CDC

• MarCom Award, video, Native Aspirations project, Substance Abuse and Mental Health Services

Administration (SAMHSA)

• Hermes Creative Award, brochure, SAMHSA

• Communicator Award, brochure, SAMHSA

• Communicator Award, website, Tribal Law and Policy Institute

• MarCom Award, corporate website

• Hermes Creative Award, Integrated Marketing Materials, FEMA

• APEX Award, meeting and event materials, U.S. Department of Justice

• Telly Award, video, National Science Foundation

• Telly Award, video, W.K. Kellogg Foundation

• Aurora Award, video, National Science Foundation

• Aurora Award, video, W.K. Kellogg Foundation

• Census Proud Partner Award, U.S. Census Bureau

• Inner City 100 Hall of Fame, Initiative for a Competitive Inner City and Bloomberg/Business Week, recognizing 5 years of continuous company growth

• Ava Award, video, W.K. Kellogg Foundation

• Communicator Award, brochures and calendar, Indian Health Service (IHS)

• Communicator Award of Excellence, marketing/promotion, Office of Indian Education (OIE)

• SPARK Award, special publications, OIE

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• SPARK Award, communications planning, Government/Community Relations, Parents Speak Up National Campaign

2005, 2007

• Washington’s 100 Fastest Growing Private Companies, (Puget Sound Business Journal)

• Jo Ann Kauffman, Small Business Administration Minority Small Business Person of the Year for Eastern Washington

• Gannett Freedom Forum's "Free Spirit Award" for recognition of Jo Ann Kauffman's community activism protecting the rights of Native American communities.

Honors and Awards