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PROCUREMENT TECHNICAL ASSISTANCE CENTER
                (PTAC)

               Line Cards
        Capability Statements
      Past Performance Database

             Pat Dotter
  Southwestern MN PTAC Area Manager
            www.mnptac.org

               April 25, 2012
Business Cards
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?
Can a stranger tell what your business does?
Capabilities Statement
                       (Line Cards)
Electronic Extension of your Business Card –
   ₋ Much more information – NO BS, No fillers
   ₋ ONE page, business capabilities, information
   ₋ Core Competencies, Past performance
   ₋Differentiators
   ₋no less than 10pt font
   ₋ Design – Layout: your choice, pix(s)? (optional)
   ₋ Logos – Yes, for company & contracts or programs
       Include the tag line, other branding?
   ₋ Balanced appearance, organized, informational,
       stress the key points, name drop, wrap up
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
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)
Cap. Statement “DON’Ts”

   Focus on personal, personnel
   Brag about individual awards or
    accomplishments
   Highlight the Boss
   Too many pictures
   Detracting background or pictures
   Small font or hard to read font
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
Line Cards



Line Card Review
        &
   Evaluation
 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
 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
 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
 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
 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 – you project the exact type of
     company, with exact capabilities for the
     project proposed
Need help?

 Call a PTAC Area Manager
        visit our website:
      www.mnptac.org

click on “Receive Assistance”

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Capabilities statement

  • 1. PROCUREMENT TECHNICAL ASSISTANCE CENTER (PTAC) Line Cards Capability Statements Past Performance Database Pat Dotter Southwestern MN PTAC Area Manager www.mnptac.org April 25, 2012
  • 2. Business Cards 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? Can a stranger tell what your business does?
  • 3. Capabilities Statement (Line Cards) Electronic Extension of your Business Card – ₋ Much more information – NO BS, No fillers ₋ ONE page, business capabilities, information ₋ Core Competencies, Past performance ₋Differentiators ₋no less than 10pt font ₋ Design – Layout: your choice, pix(s)? (optional) ₋ Logos – Yes, for company & contracts or programs Include the tag line, other branding? ₋ Balanced appearance, organized, informational, stress the key points, name drop, wrap up
  • 4. 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
  • 5. 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)
  • 6. Cap. Statement “DON’Ts”  Focus on personal, personnel  Brag about individual awards or accomplishments  Highlight the Boss  Too many pictures  Detracting background or pictures  Small font or hard to read font
  • 7. 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. Line Cards Line Card Review & Evaluation
  • 9.  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
  • 10.  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
  • 11.  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
  • 12.  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
  • 13.  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 – you project the exact type of company, with exact capabilities for the project proposed
  • 14. Need help? Call a PTAC Area Manager visit our website: www.mnptac.org click on “Receive Assistance”