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www.mnptac.org
Pat Dotter
Southwestern Area Manager, PTAC MN
pdotter@mnptac.org
www.mnptac.org
507-549-3193
February 20, 2014
1
Capabilities & More *
www.mnptac.org
Agenda for the Today
 Line Cards (one page capabilities)
 Capability Statements
 Past Performance Narrative
Discuss structure, design, information & review of:
 Business Cards
 Letterhead, Email Signatures
www.mnptac.org
 Capabilities Statement *
(one page – “Line Card”)
Electronic Extension of your Business Card –
₋ Much more information – NO BS, No fillers
₋ ONE page, business capabilities, information
₋ Core Competencies, Past performance
₋ Differentiators, Capacity
₋ no less than 10pt font
₋ Design – Layout: your choice, pix(s)? (optional)
₋ Logos – for company & contracts or programs
(Include the tag line, other branding?)
₋ Balanced appearance, organized, informational,
stress the key points, name drop, wrap up
www.mnptac.org
Capabilities Statement “DO’s”
• DUNS, CAGE, NAICS with descriptors
• Certifications, Verifications
(federal first, then state)
• Phone, Fax, Professional email, physical
address with zip+4
• Business name, tagline if needed
• Web address, contact email
• Socio-economic category
• GSA Contract logos, program
• Name drop the best (speaks to capabilities)
www.mnptac.org
Capabilities Statement “DO’s”
• Brag about BUSINESS, Capabilities
(discrete, logo or statement, small print)
• Major accomplishments, projects
(new technology, new industry, etc.)
• General personnel statements
• Past Projects, “includes”, largest project
• Extra Values, Problems you can solve
• Name drop the best
www.mnptac.org
Cap. Statement “DON’Ts”
 Focus on personal, personnel
 Brag about individual awards or
accomplishments
 Highlight the Boss
 Too many pictures (have purpose)
 Detracting background or pictures
 Small font or hard to read font
 Duplicate Information
www.mnptac.org
 Capabilities Statement *
(Line Cards)
 Focused on Business
 One page Elevator Speech (Capabilities)
 A “Snap Shot” of what the business can
bring to the table
 Include the criteria – NAICS, DUNS, CAGE,
Socio-Econ Goal, contacts, info, web
address, location, physical address, etc.
 Look Good, balanced, effective, communicate
YOUR JOB TO MAKE IT WORK
www.mnptac.org
 Capabilities Statement
(for contract)
• Used to evaluate the businesses capacity to perform
• Used to make final decision, B2B comparison
Should include:
- experience
- past performance
- key personnel & qualifications
- facilities, equipment
- understanding of work to be performed
www.mnptac.org
 Capabilities Statement *
• This should be a living document
• Updated on a regular basis
• Any time changes occur
• Different document created from this base
for each specific agency or solicitation
• Should align with the project focus
• Project focus changes, key people
www.mnptac.org
 Past Performance Narrative *
This should be a living document base:
• Created at end of every project
• Archived for future use in Solicitations
Narrative should include:
• Specifics of the project
• Attention to details, methods, systems
• Key personnel involved, qualifications
• Project focus, results
www.mnptac.org
 Past Performance Narrative
Should also include:
• Any problems that occurred
• Subsequent resolutions
• Key players, names, contact info
• Key agency/company people, info, contacts
From this database, future agency specific
documents will be created as needed
www.mnptac.org
 Past Performance Narrative
Each new document created should:
• Align with the particular project focus
• Provide the appropriate key personnel
• Meet the requirements of that particular
solicitation (page limitations, font size)
• Follow all instructions
Ultimate Goal:
project the exact type of company, with exact
capabilities for the project proposed
www.mnptac.org
Agenda for the Today
 Line Cards (one page capabilities)
 Capability Statements
 Past Performance Narrative
 Discuss structure, design, information & review of:
Business Cards
Letterhead, Email Signatures
www.mnptac.org
• Purpose?
– Who you are, what you do, contact info,
calling card, business name, your title,
location
• Criteria – Government Perspective
– What is your business, what does your
business do, where can I find your business,
how can your business help me?
 Business Cards *
15
www.mnptac.org
• What’s in YOUR business name?
“What is your Business??”
• What does your business do?
- Do you need a tagline?
• 3 to 5 word explanation, not brand recognition,
that clearly provides a picture of what you do
- NAICS codes – pick your focus, your best
16
Alphabet? Actual Business? Mystery service?
Will a stranger know what this business does?
www.mnptac.org
• LOCATION, DUNs, CAGE, website url?
– Location – City and State, physical address not
necessary
– D-U-N-S (Data Universal Numbering System)
number is a unique nine digit identification number,
for each physical location of your business, used to
identify a business. It is a “social security number” for
businesses world-wide, but not officially used for
anything other than identification of a business and
not even necessarily required. DUNs IS required to do
business with the government
“Where do I find your Business?”
17
www.mnptac.org
• LOCATION, DUNS, CAGE, website url?
– CAGE (Commercial and Government Entity) Code -
standardized method which identifies specific facility and its
location. Always 5 alpha-numeric characters assigned by the
DLIS (Defense Logistics Information System)
– Website url – do you have one? Use www. Or http://
– Contact information – person, title, phone, email
(professional)
“Where do I find your Business?”
18
www.mnptac.org
“How can YOUR business help me?”
How can your BUSINESS help Uncle Sam?
• What do you bring to the table?
- Are you a preference program goal? 8a, Minority,
WOSB, EDWOSB, SDVOSB, VOSB, or HUBZone? DBE
through DOT? (socio-economic marketing)
- Are you on a GSA schedule? GSA program?
Schedule #, GSA STARS?, Approved PBS, TMSS?
- Others? Room for GSA logo?
• State certifications?
- list Federal first, then State
19
www.mnptac.org
• Format of the business card:
– Font size 10 +, style
– Layout – (follow any logo rules if they apply)
– Detractors? – color, background color,
combinations of colors or style? Too busy?
• This is the first “FACE” of YOUR
company
 Business Cards
20
www.mnptac.org
 Purpose?
 Criteria – Government Perspective
 What is your Business?
 What does your business do?
 Where do I find your Business
 Who do I talk to?
 How can your BUSINESS help Uncle Sam?
 Format?
 Business Cards
21
www.mnptac.org
 Email Signature
• Signature – extension of YOU & the business
- your contact name, title, phone, email
- Business name, tagline (optional), logo
(optional), important qualifiers (socio-
econ goals)
• EMAIL!
• Message Board – your choice
22
www.mnptac.org
Agenda for the Today
 Line Cards (one page capabilities)
 Capability Statements
 Past Performance Narrative
 Discuss structure, design, information & review of:
 Business Cards
 Letterhead, Email Signatures
www.mnptac.org
Need help?
Call a Local PTAC
visit our website:
www.mnptac.org

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Capabilities & More

  • 1. www.mnptac.org Pat Dotter Southwestern Area Manager, PTAC MN pdotter@mnptac.org www.mnptac.org 507-549-3193 February 20, 2014 1 Capabilities & More *
  • 2. www.mnptac.org Agenda for the Today  Line Cards (one page capabilities)  Capability Statements  Past Performance Narrative Discuss structure, design, information & review of:  Business Cards  Letterhead, Email Signatures
  • 3. www.mnptac.org  Capabilities Statement * (one page – “Line Card”) Electronic Extension of your Business Card – ₋ Much more information – NO BS, No fillers ₋ ONE page, business capabilities, information ₋ Core Competencies, Past performance ₋ Differentiators, Capacity ₋ no less than 10pt font ₋ Design – Layout: your choice, pix(s)? (optional) ₋ Logos – for company & contracts or programs (Include the tag line, other branding?) ₋ Balanced appearance, organized, informational, stress the key points, name drop, wrap up
  • 4. www.mnptac.org Capabilities Statement “DO’s” • DUNS, CAGE, NAICS with descriptors • Certifications, Verifications (federal first, then state) • Phone, Fax, Professional email, physical address with zip+4 • Business name, tagline if needed • Web address, contact email • Socio-economic category • GSA Contract logos, program • Name drop the best (speaks to capabilities)
  • 5. www.mnptac.org Capabilities Statement “DO’s” • Brag about BUSINESS, Capabilities (discrete, logo or statement, small print) • Major accomplishments, projects (new technology, new industry, etc.) • General personnel statements • Past Projects, “includes”, largest project • Extra Values, Problems you can solve • Name drop the best
  • 6. www.mnptac.org Cap. Statement “DON’Ts”  Focus on personal, personnel  Brag about individual awards or accomplishments  Highlight the Boss  Too many pictures (have purpose)  Detracting background or pictures  Small font or hard to read font  Duplicate Information
  • 7. www.mnptac.org  Capabilities Statement * (Line Cards)  Focused on Business  One page Elevator Speech (Capabilities)  A “Snap Shot” of what the business can bring to the table  Include the criteria – NAICS, DUNS, CAGE, Socio-Econ Goal, contacts, info, web address, location, physical address, etc.  Look Good, balanced, effective, communicate YOUR JOB TO MAKE IT WORK
  • 8. www.mnptac.org  Capabilities Statement (for contract) • Used to evaluate the businesses capacity to perform • Used to make final decision, B2B comparison Should include: - experience - past performance - key personnel & qualifications - facilities, equipment - understanding of work to be performed
  • 9. www.mnptac.org  Capabilities Statement * • This should be a living document • Updated on a regular basis • Any time changes occur • Different document created from this base for each specific agency or solicitation • Should align with the project focus • Project focus changes, key people
  • 10. www.mnptac.org  Past Performance Narrative * This should be a living document base: • Created at end of every project • Archived for future use in Solicitations Narrative should include: • Specifics of the project • Attention to details, methods, systems • Key personnel involved, qualifications • Project focus, results
  • 11. www.mnptac.org  Past Performance Narrative Should also include: • Any problems that occurred • Subsequent resolutions • Key players, names, contact info • Key agency/company people, info, contacts From this database, future agency specific documents will be created as needed
  • 12. www.mnptac.org  Past Performance Narrative Each new document created should: • Align with the particular project focus • Provide the appropriate key personnel • Meet the requirements of that particular solicitation (page limitations, font size) • Follow all instructions Ultimate Goal: project the exact type of company, with exact capabilities for the project proposed
  • 13. www.mnptac.org Agenda for the Today  Line Cards (one page capabilities)  Capability Statements  Past Performance Narrative  Discuss structure, design, information & review of: Business Cards Letterhead, Email Signatures
  • 14. www.mnptac.org • Purpose? – Who you are, what you do, contact info, calling card, business name, your title, location • Criteria – Government Perspective – What is your business, what does your business do, where can I find your business, how can your business help me?  Business Cards * 15
  • 15. www.mnptac.org • What’s in YOUR business name? “What is your Business??” • What does your business do? - Do you need a tagline? • 3 to 5 word explanation, not brand recognition, that clearly provides a picture of what you do - NAICS codes – pick your focus, your best 16 Alphabet? Actual Business? Mystery service? Will a stranger know what this business does?
  • 16. www.mnptac.org • LOCATION, DUNs, CAGE, website url? – Location – City and State, physical address not necessary – D-U-N-S (Data Universal Numbering System) number is a unique nine digit identification number, for each physical location of your business, used to identify a business. It is a “social security number” for businesses world-wide, but not officially used for anything other than identification of a business and not even necessarily required. DUNs IS required to do business with the government “Where do I find your Business?” 17
  • 17. www.mnptac.org • LOCATION, DUNS, CAGE, website url? – CAGE (Commercial and Government Entity) Code - standardized method which identifies specific facility and its location. Always 5 alpha-numeric characters assigned by the DLIS (Defense Logistics Information System) – Website url – do you have one? Use www. Or http:// – Contact information – person, title, phone, email (professional) “Where do I find your Business?” 18
  • 18. www.mnptac.org “How can YOUR business help me?” How can your BUSINESS help Uncle Sam? • What do you bring to the table? - Are you a preference program goal? 8a, Minority, WOSB, EDWOSB, SDVOSB, VOSB, or HUBZone? DBE through DOT? (socio-economic marketing) - Are you on a GSA schedule? GSA program? Schedule #, GSA STARS?, Approved PBS, TMSS? - Others? Room for GSA logo? • State certifications? - list Federal first, then State 19
  • 19. www.mnptac.org • Format of the business card: – Font size 10 +, style – Layout – (follow any logo rules if they apply) – Detractors? – color, background color, combinations of colors or style? Too busy? • This is the first “FACE” of YOUR company  Business Cards 20
  • 20. www.mnptac.org  Purpose?  Criteria – Government Perspective  What is your Business?  What does your business do?  Where do I find your Business  Who do I talk to?  How can your BUSINESS help Uncle Sam?  Format?  Business Cards 21
  • 21. www.mnptac.org  Email Signature • Signature – extension of YOU & the business - your contact name, title, phone, email - Business name, tagline (optional), logo (optional), important qualifiers (socio- econ goals) • EMAIL! • Message Board – your choice 22
  • 22. www.mnptac.org Agenda for the Today  Line Cards (one page capabilities)  Capability Statements  Past Performance Narrative  Discuss structure, design, information & review of:  Business Cards  Letterhead, Email Signatures
  • 23. www.mnptac.org Need help? Call a Local PTAC visit our website: www.mnptac.org