Federal Supply Schedule GS23F0274M

GENERAL SERVICES

ADMINISTRATION

Federal Supply Service Authorized Federal Supply Schedule Price List

FSC Group Industrial Group: 00CORP

THE PROFESSIONAL SERVICES

SCHEDULE (PSS)

SIN 541-5 Integrated Marketing Services

Contract Number:

GS-23F-0274M

On-line access to contract ordering information, terms and conditions, up-to-date pricing, and the option to create an electronic delivery order are available through GSA Advantage!, a menu-driven database system.

The internet address for GSA Advantage! is: GSAAdvantage.gov

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

Courtesy Associates 2025 M Street, N.W., Suite 800 Washington, D.C. 20036 202.331.2000

202.331.0111 Fax

www.courtesyassociates.com http://www.courtesyassociates.com/

Courtesy Associates ● 2025 M Street, NW ● Suite 800 ● Washington, DC 20036

202.331.2000 ● Fax 202.331.0111 ● www.courtesyassoc.com

TABLE OF CONTENTS

SECTION I Courtesy Advantage

SECTION II Customer Information, Contract Terms & Conditions

SECTION III Price List Labor Categories and Descriptions

SECTION I: COURTESY ADVANTAGE

Corporate Experience. Founded in 1947, Courtesy has grown to a firm of 40 employees with a combined total of over 210 years of experience‐‐‐one of the largest and most experienced staff in our industry. We have served the Federal Government since 1962 and provided services similar to those in the Statement of Work to 20 Government agencies, including NIH (since 1973), the US Public Health Service (since 1974), the Department of Homeland Security, Department of Justice, Federal Emergency Management Agency, Department of Veteran Affairs, Department of Agriculture, and 13 other Government Departments and Agencies.

Specialists in Our Line of Business. Our core business is providing conference support, administrative, and travel support services to NIH and other clients. While such services may be only part of what other firms do, they constitute ALL of what Courtesy does. As such, our clients benefit from our detailed knowledge of, and skill in, performing all support tasks.

Renowned in the Meeting Planning Industry. We have been listed in the Washington Business Journal as the number one event planning firm in the Washington, DC metropolitan area for eight of the last nine years

Legendary Performance. A testimony to our track record of success is our 90 percent repeat client rate. Independent Dun & Bradstreet client satisfaction surveys to our 20 largest clients, including NIH, have consistently shown overall ratings ranging from 94‐97 percent. We routinely receive several dozen client testimonials annually, commending our staff on quality service and superior performance.

Track Record of Excellence. Stellar accomplishments for NIH and other clients have included:

Assisted thousands of clients with complex national and international travel itineraries, ticketing, ground transportation, and a myriad of details associated with travel arrangements, with the assistance of our in‐house travel agency, Courtesy Travel Service (CTS)

Provided VIP travel services including, but not limited to VIP sedan transfers, escorting international meeting delegates and non‐English speaking delegates, or arranging for specialized escort services for high ranking international officials

Planned international meetings that require simultaneous translations into several languages, and transcription services

Worked with over 75,000 scientists and doctors on multi‐year contracts with NIH to provide international exchange program management

Planned and managed over 13,000 meetings and conferences for 12‐12,000 attendees each, throughout the U.S. and abroad

Provided writers/editors and supervised production of hundreds of publications

Developed content for several dozen websites, coordinated design, management, tested for usability including ease‐of‐use, simplicity, and usefulness (evaluated navigation flow, screen design, hyperlinks, common initial errors in usage, etc.)

Coordinated publications assistance including electronic and web‐based communications as well as abstracts books and proceedings/CD‐ROMs for various clients ranging from the Institute of Electrical and Electronics Engineers to the Office of the Global AIDS Coordinator, US State Department.

Developed and maintained complex web‐based databases and currently have five systems deployed with the largest having 45,000 records in one table. We are capable of handling even larger databases.

Provided superb administrative services including letter and memo writing, financial management, and general office and administrative support for hundreds of projects, including maintaining records for grant awards

Customize reporting services based on individual client needs

SECTION II: CUSTOMER INFORMATION / TERMS AND CONDITIONS

Contract Number:

GS‐23F‐0274M

Contract Period:

August 20, 2012 through August 19, 2017

Contractor:

Courtesy Associates 2025 M Street, NW Suite 800 Washington, DC 20036 Phone: 202.331.2000 Fax: 202.331.0111 Website: www.courtesyassoc.com

Contract Administration Source:

Mr. Joshua Dailey, Assistant Controller 2025 M Street, NW Suite 800 Washington, DC 20036 Phone: 202.367.1255 Fax: 202.331.0111 Email: jdailey@courtesyassoc.com

Business Size:

Large Business

DUNS Number:

04‐227‐5040

1a. Awarded Special Item Number (SIN)

SIN 541‐5: Integrated Marketing Services‡

This SIN enables you to obtain a complete solution that integrates various services found under other SINs of this schedule. Contractors have the capabilities to provide comprehensive solutions including services available separately under 541‐1 Advertising, 541‐2 Public Relations, 541‐3 Web‐Based Marketing, and 541‐4 Specialized Marketing (including 541‐4D Conference, Events and Tradeshow Planning Services, a Small Business Set‐Aside§). This one‐stop shopping SIN provides an avenue for you to implement a seamless marketing campaign. From niche marketing services to broad reaching campaigns, let the experts under this SIN pull it together for you.

‡ This SIN should only be utilized for complex projects when requirements encompass services covered by a majority of the SINs offered under the AIMS schedule. It should not be utilized for requirements that can be met solely by utilizing services available under an individual SIN.

§ Courtesy Associates is classified as a Large Business, therefore is NOT awarded under SIN 541-4D.

http://www.courtesyassoc.com/ mailto:baiken@courtesyassoc.com

1b. Lowest Priced Model Number Reference Part III Price List. All prices are net. All discounts are deducted. All prices are valid for all areas included worldwide.

2. Maximum Order $1 Million

3. Minimum Order $100

4. Geographic Coverage Domestic & Overseas (worldwide)

5. Points of Production 2025 M Street, NW, Suite 800, Washington, DC

6. Discounts Net prices are reflected in Part III Price List. Discounts have been deducted.

7. Quantity Discounts Best Value orders, including Blanket Purchase Agreements (BPA):

Customers desiring to establish a single award BPA with Courtesy Associates for an annual estimated value of $5 million or more and a one year minimum period of performance are eligible for volume based discounts against the total Direct Labor (DL) price. Negotiation of discounts will take place during the proposal phase of the BPA.

8. Prompt Payment Terms 1%‐10 days; Net 30

9a. Government Purchase Cards at or below micro‐purchase threshold

Government Purchase Cards are accepted at or below the micro‐purchase threshold, with a minimum of $100 purchase.

9b. Government Purchase Cards above micro‐purchase threshold

Government Purchase Cards are accepted above the micro‐purchase threshold.

10. Foreign Items Not applicable.

11a. Time of Delivery As per individual Task Orders.

11b. Expedited Delivery Contact Courtesy Associates for expedited delivery.

11c. Overnight and 2‐Day Delivery Contact Courtesy Associates for rates for overnight and 2‐day delivery.

11d. Urgent Requirements Contact Courtesy Associates for faster delivery or rush requirements.

12. F.O.B. Point Destination

13a. Ordering Address Courtesy Associates 2025 M Street, NW Suite 800 Washington, DC 20036 202.367.1234 202.331.0111 www.courtesyassoc.com

13b. Ordering Procedures For supplies and services, the ordering procedures, information on Blanket Purchase Agreements (BPA’s) are found in Federal Acquisition Regulation (FAR) 8.405‐3.

Additionally, information on ordering from Federal Supply Schedules can be found by clicking on the FSS Schedules button at fss.gsa.gov.

14. Payment Address Mr. Joshua Dailey Assistant Controller Courtesy Associates 2025 M Street, NW Suite 800 Washington, DC 20036 Phone: 202.367.1255 http://www.courtesyassoc.com/

Fax: 202.331.0111 Email: jdailey@courtesyassoc.com

15. Warranty Provision The contractor warrants and implies that the items delivered here under are merchantable and fit for the particular purpose described in this contract.

16. Export Packing Charges Not applicable.

17. Terms and Conditions of Government Purchase Card Acceptance Reference 10a and 10b.

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

19. Terms and Conditions of Installation Not Applicable.

20. Terms and Conditions of Repair Parts 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. Preventive Maintenance Not Applicable.

24a. Special Attributes such as Environmental Attributes Not Applicable.

24b. Section 508 Compliance–Electronic & Information Technology Not Applicable.

25. Data Universal Number System (DUNS) Number Courtesy Associates 04‐227‐5040 mailto:baiken@courtesyassoc.com

26. Courtesy is registered in System for Award Management (SAM) database.

27. The Service Contract Act (SCA) is applicable to this contract and as it applies to the entire 00CORP The Professional Services Schedule and all services provided. While no specific labor categories have been identified as being subject to SCA due to exemptions for professional employees (FAR 22.1101, 22.1102 and 29CRF 5413.300), this contract still maintains the provisions and protections for SCA eligible labor categories. If and/or when the Contractor adds SCA labor categories / employees to the contract through the modification process, the Contractor must inform the Contracting Officer and establish a SCA matrix identifying the GSA labor category titles, the occupational code, SCA labor category titles and applicable wage determination (WD) number. Failure to do so may result in cancellation of the contract.

SECTION III: PRICE LIST

YEAR FIFTEEN (15)

August 20, 2016 – August 19, 2017

Labor/Task Category Government Rate Per Unit

Program Manager $172.34 Hour

Assistant Program Manager

$108.52 Hour

Support Staff $73.28 Hour

All rates include the GSA 0.75% Industrial Funding Fee. These rates are inclusive of all discounts other than the Prompt Payment and Quantity Discounts.

SECTION III: LABOR CATEGORY & DESCRIPTIONS

PROGRAM MANAGER

Commercial Job Title: President, Courtesy Associates Experience: 30+ years experience leading marketing, media, and public information efforts for 40‐person staff and 25 years experience in government contracting.

Education: Bachelors of Arts Responsibilities:

Implement corporate vision, mission, goals, policies, strategic direction.

Direct supervision/appraisals of direct reports.

Provide staff/financial resources.

Ensure Contractual/Government regulations compliance

Assume ultimate responsibilities for company operations, contract, performance, completion of work products on time and within budget.

Ensure client satisfaction.

Make decisions about pricing, labor rates.

Ensure staff receives appropriate training.

Generate leads, and participate in sales calls as needed.

Assume overall responsibility for revenue generation, profit and loss, etc.

Commercial Job Title: Accounting Manager Experience: 15+ years experience managing financial records transactions, accounts with through knowledge of government contract reporting requirements, FAR, subcontracting procedures, overhead justifications, DCAA record keeping and reporting requirements.

Education: Bachelors of Arts Responsibilities:

Ensure timely and accurate recording of financial transactions for reporting to management and clients.

Prepare and maintain financial statements and budgets for use by government.

Establish and audit all internal financial controls, including purchasing, billing, cash receipts and disbursements, fixed assets, and personnel time records.

Prepare and review monthly invoices for two major government contracts totaling 300 to 400 pages of detail information.

Ensure adherence to all Government contracting, billing, and reporting requirements.

Create management reports to assist in tracking performance standards and profitability in all phases of the company’s operations.

Ensure adequate cash is available to finance projects and accomplish management’s objectives.

Review, acquire, and maintain all required insurance policies.

Review, acquire, and maintain all company employee benefit programs.

Prepare company records for year‐end audit.

Prepare journal entries for entry to the general ledger for all items above.

Reconcile all accounts to the general ledger on a monthly basis.

Write special reports in Accounting Software for use by staff and clients.

Perform duties required for completion of special projects.

ASSISTANT PROGRAM MANAGER

Commercial Job Title: Director of Government Programs Experience: 15 or more total years of professional experience, including 5+ years experience managing Government contracts, 5+ years experience managing teams.

Education: Bachelor of Arts Responsibilities:

Oversee Courtesy’s Government program and all government contracts.

Manage team of Government Project Coordinators working with all government agencies.

Interface directly with Project Officers at government agencies.

Monitor government contracts’ goals, schedules, special requirements

Recommend, hire, supervise and train government program coordinators.

Specific day‐to‐day responsibilities for largest corporate government contracts.

Perform day‐to‐day work on various Task Orders for large contracts.

Oversee development of marketing strategies and promotional and other materials prepared by Government team members.

Oversee public information activities and materials prepared by government team.

Commercial Job Title: Government Programs Coordinator Experience: Minimum of 2 – 3 years of business experience, preferably on Government contracts Education: Bachelor of Arts Responsibilities:

Meet with Project Officers to discuss program goals, schedules, and requirements.

Manage meetings of from 4 –1,000 attendees and concurrently assist with logistics for up to 15 simultaneous Task Orders.

Develop program marketing strategies.

Provide promotional guidance/advice and manage development/printing of marketing materials.

Contribute to database of vendors, and monitor service quality/rates for vendors (interpreters, hotels, security, audiovisual, ad agencies, etc.).

Prepare public information products, media campaigns, and publicity packages.

Develop/coordinate content for websites.

Perform market/competitive research as needed.

Work with clients on press/public relations support.

Assist with marketing promotional materials, web research, implementation of marketing plans, direct mail, broadcast e‐mails, PSAs, press releases, women’s groups, etc.

Oversee development of marketing strategies and promotion and other materials prepared by government team members.

Maintain daily contact with Project Officer.

Monitor finances/budget for each project.

Coordinate travel working closely with Courtesy Travel Service.

Proficient at computing government per diem, knowledgeable regarding Government regulations, travel policies, other requirements.

SUPPORT STAFF

Commercial Job Title: Administrative Assistant Experience: 1 – 2 years business experience, proficiency in MS Office Suite, and other software Education: Some college preferred, computer proficiency, knowledge of MS Windows, general word processing skills.

Responsibilities:

Support Assistant Program Manager by performing all logistical, mailing, registration, phone/FAX and record maintenance tasks, as required.

Assist with the coordination of all aspects of meeting planning, marketing and other activities for a variety of clients.

Process payments/forms for registration, exhibits booth applications, other documents and records.

Provide assistance with vendors.

Maintain files on multiple projects simultaneously.

Work with several Assistant Program Managers, clients, and meetings simultaneously.

Commercial Job Title: Database Development and Oversight/ISD Liaison Experience: High school diploma required, college degree preferred. Minimum of 1 –2 years in database management. Excellent PC/software skills (MS Office, Windows, etc.), high‐speed (60+ wpm) data entry.

Education: High school diploma or equivalent required; college degree preferred Responsibilities:

Provide support to 40‐person staff via MS Access, Excel, Word/WordPerfect, and other ISD resources.

Develop functional relational databases, queries and reports.

Schedule and follow‐up with Assistant Program Managers to obtain database needs and deadlines

Create and maintain calendar of regularly scheduled reports or other deliverables.

Meet deadlines for processing incoming information (registrations, abstracts, etc.).

Provide weekly updates on week’s deliverables and status, showing who is working on each task.

Populate databases and provide word processing deliverables as needed; to include but not limited to o Registration batch entry o Abstract batch entry o Proof reports o Lists and tables o Badges o Merged letters and labels from MS Word and Access o Tent cards o Ad copy o Web content drafts

Regularly evaluate and improve methods, processes and communications.

Assist Courtesy Accounting with report creation

Change Backup tapes according to Information Services Division (ISD) schedule

Provide technology support to Courtesy office for issues not requiring ISD support

Maintain, secure, and issue travel laptops with ISD assistance for formatting

Install single user applications and maintain licenses, with assistance from

ISD

Coordinate staff moves (workstation) with Courtesy Management approval

Commercial Job Title: Data Entry Assistant Experience: PC skills, experience with MS Office Suite, Windows, general word processing skills, high‐speed (60+wpm) data entry skills.

Education: High school /equivalent diploma required, college degree preferred Responsibilities:

General word processing and data entry support to the 40‐member Courtesy office.

Perform and complete timely data entry/word processing to include but not limited to:

o Registration batch entry o Abstract batch entry o Proof reports o Lists and tables o Badges o Merged letters and labels from MS Word and Access o Tent cards

Create and maintain weekly inventory of computer department supplies:

Toner, labels, blank badge, and tent stock, diskettes, etc.

Regularly evaluate and improve methods, processes and communications.

Provide back up support to the ISD Liaison with regard to changing computer tapes.

Provide back up office technology support for technology issues not requiring Information Services Division support.

Assist ISD Liaison with staff workstation moves.