CZJS Resources provides mature and repeatable business development, capture and proposal leadership solutions and services

1. Business Capture
Support Services
CZJS Resources LLC
March 2011
Private and Confidential Copyright 2011 CZJS Resources L.L.C
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2. CZJS Business Practices
Vision
Creating SUCCESS through business BEST practices
Mission
Providing valuable services and support to business
through a structured and deliberate approach
Private and Confidential Copyright 2011 CZJS Resources L.L.C.
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3. CZJS Areas of Expertise
Supporting all aspects of the business capture lifecycle
 Market strategy
 Market requirements
 Strategic solutions
 Capture strategy
 Capture resource planning
 Improved capture targeting
 Capture risk mitigation
 Proposal leadership
 Proposal standardization and framework
 Proven and successful proposal staff and support
 Proposal services and logistics
Private and Confidential Copyright 2011 CZJS Resources L.L.C.
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4. Market Strategy
 Market assessment
 Strategy support
 Market sector analysis
 Market requirements analysis
Strategic planning is the foundation to any successful effort
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5. Capture Strategy
 Capture strategy development support
 Structured call plan development
 Competition analysis
 Black Hat sessions
 Bid evaluation support
A successful capture program requires mature methods and discipline
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6. Proposal Leadership
 Pre-RFx support
 Initial RFx planning and groundwork
 RFx response development leadership
 Color team reviews
 Orals preparation support and coaching
 Post response delivery activities
 Subject Matter Experts available
Solutions to lower proposal risk and support increase win probability
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7. Proposal Support and Services
 Technical writing
 Writers with project-specific experience
 Work with customer SMEs to help organize information to RFP
requirements
 Technical editing
 Provide “One Author” readability
 Provide consistency, clarity; correct grammar, and punctuation
 RFP compliance check
 Burst outlines, compliance matrixes
 Methods and support to eliminate non-compliance
Surge capability providing staff experience with proposal issues
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8. Proposal Production Support
 Desktop publishing
 Create document templates
 Create text styles
 Format text for best visual appeal and clarity while following
the outline and RFP requirements
 Graphics
 Create color palette and graphic template
 Artists experienced in technical processes and common
diagrams
 Work with SMEs to produce clear, concise illustrations
Back office support with talented proposal professionals
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9. Proposal Logistics Support
 Proposal Printing
 Teaming arrangement with printer committed to proposals
 On-site capability for book check
 CDs, proposals, orals back-ups and demonstration materials
 Proposal Delivery
 Proposal coordination
 Back-up strategies and plans
 Support for delivery anywhere in the US
 Boxing, shipping, courier, overnight
Cradle to grave support with verified and flexible solutions
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10. CZJS Capture and Proposal Methodology
Government Action
Acquisition Draft Final
Amendment(s) Due Date
Strategy RFI/RFQ/RFP RFI/RFQ/RFP
Win Strategy Baseline Kick-Off Story Board Mock-Up First Draft Draft Final Final End Game
Price to Win Burst RFP Pink Team Blue Team Red Team Gold Team Production
(PTW)
Annotated
Black Hat Outline White Glove
Author
Assignment Print
Prop
Schedule Book Check
Proposal Preparation and Development Deliver
Note: Includes technical, price and all other proposal volumes
A proven methodology to support the proposal response team and process
Private and Confidential Copyright 2011 CZJS Resources L.L.C.
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11. Benefits of Our Services
 Low risk methodology
 High value results
 Realistic and executable approaches
 Cost effective, efficient, and repeatable solutions
 Clear roadmaps (reduced confusion)
 Increased effectiveness
Experienced and knowledgeable staff provide measurable ROI!
Private and Confidential Copyright 2011 CZJS Resources L.L.C.
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12. Our Leadership Team
 Hervé Kopciak
 28 years of business capture experience
 Led over 50 multi-million dollar proposal wins
 Donna Groth
 20 years of technical leadership experience
 Provided technical leadership to complex data systems
 Led over 10 multi-million dollar proposal wins
Successful and proven proposal leadership
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13. Past Project Successes
 VA FLITE IFAS – $750M
 US Army MBCOTM – Mobile Command on the Move $100M
 US Marine Corps – GCCS MC $190M
 DLA – Defense Transportation Coordination Initiative $1.6B
 DoE – Energy Savings Performance Contracts (ESPC) $5B
 CalTrain Peninsula Rail Program – $650M
 State of California – CMIPS $300M
 State of California – DHS Health Care Options Program
$208M
 State of California – CA Employees’ Retirement System
$199M
 City of New York – 311 $450M
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14. Broad base of experience and success!
 Accenture  ISO Group
 USIS  Deloitte
 Amtrak  ITT
 Sierra 7  BAE
 Capgemini  Boeing
 JAB Solutions  Honeywell
 Altegrity Risk  AssetBook
 C2 Portfolio  HyLighter
Private and Confidential Copyright 2011 CZJS Resources L.L.C.
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15. Introducing Privia by SpringCM
Capture
• Opportunity • Proposals &
Tracking Management Task Orders
• Pursuit • Manage to
Evaluation • In Pursuit delivery
• Bid plan
Opportunity Proposal & TO
Management Management
Secure, robust document management & workflow platform
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16. Privia Technology Capabilities
 With over 10,000
users, Privia is used
by more Document
Government Management &
contracting Tracking and
Collaboration
professionals than Reporting
• Notifications
any other bid and • IM/presence • Opportunity Status
• Collaborative review • Dashboards
proposal package • Version control • Ad-Hoc
 Privia is a secure,
affordable solution
that is available on- Opportunity
demand (SaaS) or Management Process
as an on-premise • One-time import from data Management
sources
deployment • Pipeline
• Time Constrained
• Customizable
Collaborative
Review
© 2008 SpringCM Inc. All right
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17. Privia Opportunity Management
• Opportunity tracking and reporting
• Direct import from CRM and opportunity content sources
© 2008 SpringCM Inc. All right
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18. Privia Capture Management
• Efficient capture process support
No-
Bid bid • Informed and confident decision making
• Ability to include teaming partners
Team
Pursuit
© 2008 SpringCM Inc. All right
Private and Confidential Copyright 2011 CZJS Resources L.L.C.
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19. Privia Proposal and Task Order Management
• Robust document management and repeatable process make
responses to Proposals and Task Orders seamless
• Efficient communications and virtual collaboration
• Secure access based on need-to-know-and-share
Task
RFP Order
Task
Order
Propose
© 2008 SpringCM Inc. All right
Private and Confidential Copyright 2011 CZJS Resources L.L.C.
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20. The New Standard for Document Collaboration
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21. Problem, Solution, Benefit
enhances current document
collaboration practices focused on co-authoring and
redlining by enabling work groups to concurrently
highlight, discuss, and link related fragments across
all major file types delivering the full benefits of
collaboration.
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22. Current Practices
Serial Parallel
Review Review
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23. Synchronous Co-Authoring
Adapted from Craig Roth (2010). Synchronous Co-Authoring: Ready for Prime Time?
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24. The Benefits of Hylighter
 Easy to learn and simple to use
 Provides a consistent method for collaboration
involving many different file types
 Enriches the quality of input from reviewers
 Eliminates duplication of effort, version errors, and
loss of information
 Makes thinking transparent for reflection and
feedback
 Provides a mechanism for connecting related ideas
across multiple sources
 Engages users in thinking practices that promote
development of expertise
Private and Confidential Copyright 2011 CZJS Resources L.L.C.
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25. Questions
Herve Kopciak
571-249-2951
sales@czjsresources.com
Private and Confidential Copyright 2011 CZJS Resources L.L.C
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