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Business Capture
                           Support Services
                                              CZJS Resources LLC




                                                         March 2011


Private and Confidential     Copyright 2011        CZJS Resources L.L.C
                                                                          1
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.
                                                                              2
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.
                                                                              3
Market Strategy

    Market assessment
    Strategy support
    Market sector analysis
    Market requirements analysis




        Strategic planning is the foundation to any successful effort


        Private and Confidential   Copyright 2011      CZJS Resources L.L.C.
                                                                               4
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


          Private and Confidential   Copyright 2011   CZJS Resources L.L.C.
                                                                              5
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


          Private and Confidential   Copyright 2011     CZJS Resources L.L.C.
                                                                                6
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


         Private and Confidential   Copyright 2011      CZJS Resources L.L.C.
                                                                                7
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


          Private and Confidential   Copyright 2011     CZJS Resources L.L.C.
                                                                                8
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


           Private and Confidential   Copyright 2011      CZJS Resources L.L.C.
                                                                                  9
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.
                                                                                                                                                          10
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.
                                                                             11
Our Leadership Team

    Herv辿 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


        Private and Confidential          Copyright 2011      CZJS Resources L.L.C.
                                                                                      12
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

         Private and Confidential   Copyright 2011   CZJS Resources L.L.C.
                                                                             13
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.
                                                                                        14
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


      Private and Confidential       Copyright 2011      CZJS Resources L.L.C.
                                                                                  15
                                                                                 15
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




息 2008 SpringCM Inc. All right
         Private and Confidential        Copyright 2011             CZJS Resources L.L.C.
                                                                                             16
                                                                                            16
Privia Opportunity Management

        Opportunity tracking and reporting
        Direct import from CRM and opportunity content sources




息 2008 SpringCM Inc. All right
         Private and Confidential   Copyright 2011   CZJS Resources L.L.C.
                                                                              17
                                                                             17
Privia Capture Management

                                Efficient capture process support
                    No-
            Bid     bid         Informed and confident decision making
                                Ability to include teaming partners
                  Team




              Pursuit




息 2008 SpringCM Inc. All right
         Private and Confidential     Copyright 2011    CZJS Resources L.L.C.
                                                                                 18
                                                                                18
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




息 2008 SpringCM Inc. All right
         Private and Confidential   Copyright 2011   CZJS Resources L.L.C.
                                                                              19
                                                                             19
The New Standard for Document Collaboration




Private and Confidential           Copyright 2011       CZJS Resources L.L.C.
                                                                                20
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.



       Private and Confidential        Copyright 2011   CZJS Resources L.L.C.
                                                                                21
Current Practices

               Serial                             Parallel
              Review                              Review




      Private and Confidential   Copyright 2011     CZJS Resources L.L.C.
                                                                            22
Synchronous Co-Authoring




Adapted from Craig Roth (2010). Synchronous Co-Authoring: Ready for Prime Time?

            Private and Confidential         Copyright 2011             CZJS Resources L.L.C.
                                                                                                23
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.
                                                                            24
Questions
                                             Herve Kopciak
                                             571-249-2951
                                   sales@czjsresources.com

Private and Confidential   Copyright 2011    CZJS Resources L.L.C
                                                                    25
Ad

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Ad

CZJS BD, Capture and Proposal Support

  • 1. Business Capture Support Services CZJS Resources LLC March 2011 Private and Confidential Copyright 2011 CZJS Resources L.L.C 1
  • 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. 2
  • 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. 3
  • 4. Market Strategy Market assessment Strategy support Market sector analysis Market requirements analysis Strategic planning is the foundation to any successful effort Private and Confidential Copyright 2011 CZJS Resources L.L.C. 4
  • 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 Private and Confidential Copyright 2011 CZJS Resources L.L.C. 5
  • 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 Private and Confidential Copyright 2011 CZJS Resources L.L.C. 6
  • 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 Private and Confidential Copyright 2011 CZJS Resources L.L.C. 7
  • 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 Private and Confidential Copyright 2011 CZJS Resources L.L.C. 8
  • 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 Private and Confidential Copyright 2011 CZJS Resources L.L.C. 9
  • 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. 10
  • 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. 11
  • 12. Our Leadership Team Herv辿 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 Private and Confidential Copyright 2011 CZJS Resources L.L.C. 12
  • 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 Private and Confidential Copyright 2011 CZJS Resources L.L.C. 13
  • 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. 14
  • 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 Private and Confidential Copyright 2011 CZJS Resources L.L.C. 15 15
  • 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 息 2008 SpringCM Inc. All right Private and Confidential Copyright 2011 CZJS Resources L.L.C. 16 16
  • 17. Privia Opportunity Management Opportunity tracking and reporting Direct import from CRM and opportunity content sources 息 2008 SpringCM Inc. All right Private and Confidential Copyright 2011 CZJS Resources L.L.C. 17 17
  • 18. Privia Capture Management Efficient capture process support No- Bid bid Informed and confident decision making Ability to include teaming partners Team Pursuit 息 2008 SpringCM Inc. All right Private and Confidential Copyright 2011 CZJS Resources L.L.C. 18 18
  • 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 息 2008 SpringCM Inc. All right Private and Confidential Copyright 2011 CZJS Resources L.L.C. 19 19
  • 20. The New Standard for Document Collaboration Private and Confidential Copyright 2011 CZJS Resources L.L.C. 20
  • 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. Private and Confidential Copyright 2011 CZJS Resources L.L.C. 21
  • 22. Current Practices Serial Parallel Review Review Private and Confidential Copyright 2011 CZJS Resources L.L.C. 22
  • 23. Synchronous Co-Authoring Adapted from Craig Roth (2010). Synchronous Co-Authoring: Ready for Prime Time? Private and Confidential Copyright 2011 CZJS Resources L.L.C. 23
  • 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. 24
  • 25. Questions Herve Kopciak 571-249-2951 sales@czjsresources.com Private and Confidential Copyright 2011 CZJS Resources L.L.C 25