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JUNE 19 – 21, Bethesda, MD
1
SCOTT DIXON, President
STRATEGIC PRICING CONSIDERATIONS FOR
EFFECTIVE TEAMING AGREEMENTS
2
• Founded in 1987 by Catherine Downey, CEO
• A WOSB with multiple awards and accolades
• HQ in Atlanta with a federal sales office in Arlington, VA as of 2015
• Two key lines of business:
 Creative services
 Leadership training and executive coaching
3
Our Journey
1987 JULY, 2006 JUNE, 2015 PRESENT
COMPANY 8a ESTABLISHED 8a GRADUATED
FOUNDED
4
Milestones
Recently graduated from
small size standard in more
than ½ of our NAICS codes.
We’re playing in the big pool
now, full and open more
often, and teaming
represents a logical growth
strategy
5
E-BUY
C CONTRACTING VEHICLES
6
SOME OF OUR FEDERAL CLIENTS
7
LARGE COMPANIES SMALL COMPANIES
BOOZ ALLEN HAMILTON HUBZONE
ERNST AND YOUNG 8a
ICF VOSB AND SDVOSB
WOSB
Driver: Past performance and to
leverage relationships we did not
have
Driver: To satisfy set asides we
no longer have or never had
CATMEDIA Teaming Matrix
8
The top five issues we’ve encountered, whether subbing or priming:
1. Early communication with team members about pricing
2. Competitive intelligence on win price
3. Negotiating swim lanes/work share/pricing impact
4. The role of the prime in leading pricing discussions
5. Price build up considerations
Teaming and Pricing Considerations
9
• Break out into 5 teams of 10 people
• Each group will take 15 minutes to identify the best
practices to work through 1 of the top 5 issues
• Appoint a representative to do a report out to the group
• 5 minutes for each report out.
Workshop/Breakout
10
Discussion Topic 1: Early communication around the topic of price.
Time: 15 min discussion / 5 min out brief
• Please discuss amongst your table/group how you tackle this issue
when identifying target opportunities in an IDIQ/LPTA environment?
• How do you select your team when considering price?
• What are your lessons learned and best practices (without giving
away your ‘secret sauce’)?
Workshop/Breakout
11
Discussion Topic 2: Competitive Intelligence and Win Price.
TIME: 15 min Discussion / 5 min Out brief
• Please discuss amongst your table/group how you tackle this issue when
identifying target opportunities in an IDIQ/LPTA environment?
• How do you select your team when considering price?
• What are your lessons learned and best practices (without giving away
your ‘secret sauce’)?
• How do you determine what the “winning” price should be?
Workshop/Breakout
12
Discussion Topic #3: Swim Lanes and Workshare.
Time: 15 min discussion / 5 min out brief
• Please discuss amongst your table/group how you tackle this issue when
when identifying target opportunities in an IDIQ/LPTA environment?
• How do you select your team when considering price?
• What are your lessons learned and best practices (without giving away
your ‘secret sauce’)?
Workshop/Breakout
13
Discussion Topic #4: How do you as the prime, lead pricing discussions?
Time: 15 min discussion / 5 min out brief
Please discuss amongst your table/group how you tackle this issue when
identifying target opportunities in an IDIQ/LPTA environment?
How do you select your team when considering price?
What are your lessons learned and best practices (without giving away your
‘secret sauce’)?
Workshop/Breakout
14
DISCUSSION TOPIC #5: Price Build Up And Considerations
TIME: 15 min discussion / 5 min out brief
• Please discuss amongst your table/group how you tackle this issue when
when identifying target opportunities in IDIQ/LPTA environment?
• How do you select your team when considering price?
• What are your lessons learned and best practices (without giving away
your ‘secret sauce’)?
Workshop/Breakout
15
Wrap Up / Q & A
STRATEGIC PRICING CONSIDERATIONS FOR
EFFECTIVE TEAMING AGREEMENTS

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Strategic Pricing Considerations for Effective Teaming Arrangements

  • 1. JUNE 19 – 21, Bethesda, MD 1
  • 2. SCOTT DIXON, President STRATEGIC PRICING CONSIDERATIONS FOR EFFECTIVE TEAMING AGREEMENTS 2
  • 3. • Founded in 1987 by Catherine Downey, CEO • A WOSB with multiple awards and accolades • HQ in Atlanta with a federal sales office in Arlington, VA as of 2015 • Two key lines of business:  Creative services  Leadership training and executive coaching 3 Our Journey
  • 4. 1987 JULY, 2006 JUNE, 2015 PRESENT COMPANY 8a ESTABLISHED 8a GRADUATED FOUNDED 4 Milestones Recently graduated from small size standard in more than ½ of our NAICS codes. We’re playing in the big pool now, full and open more often, and teaming represents a logical growth strategy
  • 6. 6 SOME OF OUR FEDERAL CLIENTS
  • 7. 7 LARGE COMPANIES SMALL COMPANIES BOOZ ALLEN HAMILTON HUBZONE ERNST AND YOUNG 8a ICF VOSB AND SDVOSB WOSB Driver: Past performance and to leverage relationships we did not have Driver: To satisfy set asides we no longer have or never had CATMEDIA Teaming Matrix
  • 8. 8 The top five issues we’ve encountered, whether subbing or priming: 1. Early communication with team members about pricing 2. Competitive intelligence on win price 3. Negotiating swim lanes/work share/pricing impact 4. The role of the prime in leading pricing discussions 5. Price build up considerations Teaming and Pricing Considerations
  • 9. 9 • Break out into 5 teams of 10 people • Each group will take 15 minutes to identify the best practices to work through 1 of the top 5 issues • Appoint a representative to do a report out to the group • 5 minutes for each report out. Workshop/Breakout
  • 10. 10 Discussion Topic 1: Early communication around the topic of price. Time: 15 min discussion / 5 min out brief • Please discuss amongst your table/group how you tackle this issue when identifying target opportunities in an IDIQ/LPTA environment? • How do you select your team when considering price? • What are your lessons learned and best practices (without giving away your ‘secret sauce’)? Workshop/Breakout
  • 11. 11 Discussion Topic 2: Competitive Intelligence and Win Price. TIME: 15 min Discussion / 5 min Out brief • Please discuss amongst your table/group how you tackle this issue when identifying target opportunities in an IDIQ/LPTA environment? • How do you select your team when considering price? • What are your lessons learned and best practices (without giving away your ‘secret sauce’)? • How do you determine what the “winning” price should be? Workshop/Breakout
  • 12. 12 Discussion Topic #3: Swim Lanes and Workshare. Time: 15 min discussion / 5 min out brief • Please discuss amongst your table/group how you tackle this issue when when identifying target opportunities in an IDIQ/LPTA environment? • How do you select your team when considering price? • What are your lessons learned and best practices (without giving away your ‘secret sauce’)? Workshop/Breakout
  • 13. 13 Discussion Topic #4: How do you as the prime, lead pricing discussions? Time: 15 min discussion / 5 min out brief Please discuss amongst your table/group how you tackle this issue when identifying target opportunities in an IDIQ/LPTA environment? How do you select your team when considering price? What are your lessons learned and best practices (without giving away your ‘secret sauce’)? Workshop/Breakout
  • 14. 14 DISCUSSION TOPIC #5: Price Build Up And Considerations TIME: 15 min discussion / 5 min out brief • Please discuss amongst your table/group how you tackle this issue when when identifying target opportunities in IDIQ/LPTA environment? • How do you select your team when considering price? • What are your lessons learned and best practices (without giving away your ‘secret sauce’)? Workshop/Breakout
  • 15. 15 Wrap Up / Q & A STRATEGIC PRICING CONSIDERATIONS FOR EFFECTIVE TEAMING AGREEMENTS