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ALLIANCE
TECHNOLOGY
CONSORTIUM
Joe Reddix PMP
The Reddix Group, LLC
Email: joseph@reddixgroup.com
www.reddixgroup.com
410-419-1467
ALLIANCE TECHNOLOGY CONSORTIUM
 Who Are We:
 A coalition of small technology companies and subject matter experts with backgrounds in Artificial
Intelligence (AI), Machine Learning (ML), Data Analytics (DA), Systems Engineering & Integration (SE&I),
Cybersecurity, Program/Project Management, focused on technology-related opportunities.
 What Do We Do:
 Assist in the identification and definition of unique business challenges, issues or problems that artificial
intelligence and other advanced technologies could possibly provide a cost-effective and efficient business-
friendly solution.
 Why Are We Doing This (Goal):
 To support technology advancement, assistance and educational outreach, along with nationwide advocacy
to help underrepresented, socially disadvantaged and limited resourced businesses, as well as national
security.
 How Will We Accomplish Our Goal:
 Pursue business opportunities within the Federal and other governments agencies, commercial entities and
non-profits. For example, pursued a USDA –NIFA & NSF Artificial Intelligence (AI) in agriculture grant. Goal
of providing high quality, competency-based training and technical assistance activities and events to
underrepresented, socially disadvantaged farmers, growers and producers.
22/17/2020
ALLIANCE TECHNOLOGY CONSORTIUM
Increase our consortium team members Pwin
 Enhance their domains of competency and resources by adding
capability and capacity
When:
 January 2020 until TBD
Where:
 Project activities will be based/headquartered in the Washington, DC
metropolitan area
32/17/2020
ALLIANCE TECHNOLOGY CONSORTIUM 42/17/2020
ATC
FOUNDERS
BUSINESS
DEVELOPMENT
LEADERSHIP
COUNCIL
SERVICES PMO CTOCOO
R&D
B.O.S.S.
TECHNOLOGY
MANAGEMENT
AI / ML
DATA
ANALYTICS
INFORMATION
TECHNOLOGY
CYBER
RESILIENCE
…
ALLIANCE TECHNOLOGY CONSORTIUM
• Deployment,
integration &
service plan
• Service
deliverables
52/17/2020
ATC
Member
2
ATC
Member
1
ATC
Member
3
ATC
Member
4
ATC
Member
N
•Opportunities
•RFPs
•RFIs
ATC
Leadership
Committee
Approved
opportunity for
assessment
…
ATC
CTO
Assess
opportunity
technological
factors
ATC
COO
ATC
BD
ATC
R&D
Coordinate with
subject matter
experts
Coordinate with
members’ BD
Opportunity
go ahead
ATC
PMO
ATC
Deliverables
 AI & Machine Learning
 Assured Collaboration &
Communications
 Construction Management
 Cybersecurity & Cyber Warfare
 Data Science, Analytics & Big Data
 Electronic Security
 GIS/GEOINT Support
 Information Systems & Technology
 Intelligence Analysis
 Internet of Things & Mobility
 Program & Project Management
 Risk Management
 Security & Privacy
 Strategic Planning
 Systems & Software Development
Lifecycle
 Telecommunications
ATC
Services
•Dev plans
•R&D
deliverables
Program
mgt plan
•Business plans
•BD deliverables
Coordinate with
members’
Services
8
1 2
4
3
5
5
4
5
6
7
7
7
ALLIANCE TECHNOLOGY CONSORTIUM 62/17/2020
Key Words, NAIC, PSC, Agency
OTA; SBIR; SAT; Micro-Purchase
Skill Competency Matrix
ROM – CAPEX = ROM Profit
Document Schedule; T SME; P SME
Opportunity List
Qualified Opportunities
IFB/RFI/SS/RFP/BAA/OT
A
HOW STAGE WHAT
Short Term GOALS (FY2020):
• Identify 10-20 opportunities/month – Estimated Value – $30,000,000
• Qualify 15/month – Average Value: $5,625,000
• BID 5/month – Average Value: $3,750,000
• Award 2/month – Average Value: $750,000
• Maintain a Pipeline Conversion Rate: 20% [ 10 Bids become 2 Awards ]
Three (3) Hunters:
1.
2.
3.
4.
5.
Two (2) Marketers:
1.
2.
3.
4.
5.
Five (5) Technical
SMEs:
1.
2.
3.
4.
5.
6.
7.
8.
Three (3) Pricing SMEs:
1.
2.
3.
4.
5.
Proposal Manager:
1.
2.
3.
4.
5.
Thought Leader
_____________
Technical Advisor
_______________
Opportunity Identification
Qualification
Bid/No-Bid
Proposal
Award
Lessons
Learned
Opportunity
ALLIANCE TECHNOLOGY CONSORTIUM
 What do we know about this project?
1. We have completed similar projects with this or similar clients in the past.
2. We were part of the planning/needs assessment for this project.
3. This project is likely to be highly profitable.
4. We fully understand and can meet the challenges involved in this project.
5. Our expertise will enable us to add significant value to this project.
 What do we know about this prospective client ?
1. We understand this prospect's needs, pain points and business drivers.
2. The prospect has a good idea of our team and capabilities.
3. Past interactions with this prospect have been positive.
4. Our approach and values are a good fit for this prospect.
5. We can expect a fair evaluation process from this prospect.
6. Price is not the overriding criterion for this prospect.
7. This prospect has a good reputation for supplier relations and prompt payment.
72/17/2020
ALLIANCE TECHNOLOGY CONSORTIUM
 What do we know about our competition?
1. This is NOT a contract renewal OR the incumbent has had performance issues.
2. None of the other bidders has a next-generation or disruptive offering.
3. We can be highly competitive against all known bidders.
4. None of the other bidders is specially favored by the prospect.
5. We do not expect a desperation (low ball) bid from another qualified bidder.
 How should internal and strategic factors influence our decision?
1. We have the talent, resources and drive needed to win this bid.
2. We have a well-qualified team, including bench strength to perform the contract.
3. We have or can acquire any needed admin resources or infrastructure if we win.
4. We will be able to complete this contract without jeopardizing other client work.
5. There are no conflicts of interest with other clients in taking on this project.
6. There is no risk to our intellectual property in taking on this project.
7. This project has strategic potential to improve our capabilities for the future.
8. There will be negative consequences if we no-bid this project.
82/17/2020
ALLIANCE TECHNOLOGY CONSORTIUM
 PWIN Equation = Org + Rqts + Soln + Shap + Comp + Stra + Team + Ptw + Risk
92/17/2020
 Example: PWIN Equation = 10 + (-5) + 0 + 0 + 5 + 5 + 10 + 5 + 10 = 40 (max = 90) = 0.444
Variable Label Description Score
ORG ORGANIZATION Capture/Proposal Team Identified with required resources and
schedule
-10 to + 10
RQTS CLIENT REQUIREMENTS Know Customer and understand their requirements and objectives -10 to + 10
SOLN SOLUTION Initial solution developed based on client’s objectives/requirements -10 to + 10
SHAP SHAPED SOLUTION Positioned solution with the customer -10 to + 10
COMP COMPETITION Assess probable competition -10 to + 10
STRA WIN STRATEGY Developed a winning strategy -10 to + 10
TEAM TEAM Identified team with teaming agreement in place -10 to + 10
PTW PRICE TO WIN Determine and set price to win -10 to + 10
RISK RISK Assessed Risk if awarded -10 to + 10
Scale: +10=strongly agree; +5=somewhat agree; +1=slightly agree; 0=unknown/neutral; -1=slightly disagree; -5=somewhat disagree; -10=strongly disagree
ALLIANCE TECHNOLOGY CONSORTIUM
 Purple Team Approves opportunity analysis report
 Blue Team #1 Reviews initial capture plan and approves capture strategy
 Black Hat Team Predicts competitor solutions
 Blue Team #2 Approves updated capture plan and solution set for use in
kickoff meeting packet
 Orange Team Reviews storyboards and mockups to verify alignment with
capture strategy and execution of customer issues
 Red Team Reviews final draft to predict proposal scoring
 Green Team Reviews cost/price solution and alignment with strategy
 Gold Team Approves final proposal and price
 White Team Compile “lessons learned” to improve future competitiveness
102/17/2020
ALLIANCE TECHNOLOGY CONSORTIUM 112/17/2020
Client: Defense Logistics Agency
Description/Statement of Work: Provide technical, planning, operational and
functional service support to DLA J-32MS. Requirements include providing analysis,
technical and functional expertise in applying service support, policy and
procedures as they relate to DoD’s responsibilities in continuity and crisis
management; supporting the development, coordination and approval of DoD
memoranda, briefings, issuances and operational reports as required; and
conducting interagency and intra-departmental coordination with appropriate
organizations, and other support services.
Competition (Prime/Subs): Mantech/TASC, BAH,
CACI
FW Grey Team: CDP Assoc, Jelani Networks, SkyLim
Solutions, GDIT
Contract Value (Total/FW Grey): $20M/$5M
Contract Type: FFP
PoP: 12 month base, 2x 1 yr options
FTE: (Total/FW Grey): 5/3
Schedule: RFI due 24 Sep 2016
Pg: nn% Pw: nn%
Place of Performance: Multiple including Pentagon, the Mark Center (Alexandria,
VA), Ft. Belvoir, and other sites within a 90-mile radius of the Pentagon.
Pursue as Prime/Sub and rationale: Sub as small
biz/set-aside content; size/scope and past
performance may preclude prime
Capture Strategy: Respond to RFI with capability
statement, past performance and program
management quals. Request set aside content for
8(m) as part of larger team. Team with a well known
incumbent.
Required Resources:
Mkting: $300 B&P: $500
Other (Purpose): $nn
Security: TS/SCI required
Why FW Grey? Growth opportunity; leverage
Program management and large prime
relationship(s) e.g., GDIT
ALLIANCE TECHNOLOGY CONSORTIUM 122/17/2020
No. Client / Customer / Program Contract Prime Contractor Set Aside
Estimated RFP
Release Date Potential Value
Probability
of Win Award Date
Period of
Performance
1
2
3
4
5
6
7
8
9
10
ALLIANCE TECHNOLOGY CONSORTIUM 132/17/2020
Hispanic
Owned Business
 AI & Machine Learning
 Assured Collaboration &
Communications
 Construction Management
 Cybersecurity & Cyber Warfare
 Data Science, Analytics & Big Data
 Electronic Security
 GIS/GEOINT Support
 Information Systems & Technology
 Intelligence Analysis
 Internet of Things & Mobility
 Program & Project Management
 Risk Management
 Security & Privacy
 Strategic Planning
 Systems & Software Development
Lifecycle
 Telecommunications
 Top Secret Facility Clearance
 International Traffic in Arms
Regulations Registered
Industry Verticals
Solutions
Practitioner
Network
Virtual
Teams
Small
Business
Consortium
“economical, elastic,
efficient, agile”
Serving
Vision: Small businesses teaming to develop leading
end-to-end solutions for industry and government
Solution Teams Certifications Capabilities
Joe Reddix PMP
The Reddix Group, LLC
Email: joseph@reddixgroup.com
www.reddixgroup.com
410-419-1467

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ATC Tech Consortium

  • 1. ALLIANCE TECHNOLOGY CONSORTIUM Joe Reddix PMP The Reddix Group, LLC Email: joseph@reddixgroup.com www.reddixgroup.com 410-419-1467
  • 2. ALLIANCE TECHNOLOGY CONSORTIUM  Who Are We:  A coalition of small technology companies and subject matter experts with backgrounds in Artificial Intelligence (AI), Machine Learning (ML), Data Analytics (DA), Systems Engineering & Integration (SE&I), Cybersecurity, Program/Project Management, focused on technology-related opportunities.  What Do We Do:  Assist in the identification and definition of unique business challenges, issues or problems that artificial intelligence and other advanced technologies could possibly provide a cost-effective and efficient business- friendly solution.  Why Are We Doing This (Goal):  To support technology advancement, assistance and educational outreach, along with nationwide advocacy to help underrepresented, socially disadvantaged and limited resourced businesses, as well as national security.  How Will We Accomplish Our Goal:  Pursue business opportunities within the Federal and other governments agencies, commercial entities and non-profits. For example, pursued a USDA –NIFA & NSF Artificial Intelligence (AI) in agriculture grant. Goal of providing high quality, competency-based training and technical assistance activities and events to underrepresented, socially disadvantaged farmers, growers and producers. 22/17/2020
  • 3. ALLIANCE TECHNOLOGY CONSORTIUM Increase our consortium team members Pwin  Enhance their domains of competency and resources by adding capability and capacity When:  January 2020 until TBD Where:  Project activities will be based/headquartered in the Washington, DC metropolitan area 32/17/2020
  • 4. ALLIANCE TECHNOLOGY CONSORTIUM 42/17/2020 ATC FOUNDERS BUSINESS DEVELOPMENT LEADERSHIP COUNCIL SERVICES PMO CTOCOO R&D B.O.S.S. TECHNOLOGY MANAGEMENT AI / ML DATA ANALYTICS INFORMATION TECHNOLOGY CYBER RESILIENCE …
  • 5. ALLIANCE TECHNOLOGY CONSORTIUM • Deployment, integration & service plan • Service deliverables 52/17/2020 ATC Member 2 ATC Member 1 ATC Member 3 ATC Member 4 ATC Member N •Opportunities •RFPs •RFIs ATC Leadership Committee Approved opportunity for assessment … ATC CTO Assess opportunity technological factors ATC COO ATC BD ATC R&D Coordinate with subject matter experts Coordinate with members’ BD Opportunity go ahead ATC PMO ATC Deliverables  AI & Machine Learning  Assured Collaboration & Communications  Construction Management  Cybersecurity & Cyber Warfare  Data Science, Analytics & Big Data  Electronic Security  GIS/GEOINT Support  Information Systems & Technology  Intelligence Analysis  Internet of Things & Mobility  Program & Project Management  Risk Management  Security & Privacy  Strategic Planning  Systems & Software Development Lifecycle  Telecommunications ATC Services •Dev plans •R&D deliverables Program mgt plan •Business plans •BD deliverables Coordinate with members’ Services 8 1 2 4 3 5 5 4 5 6 7 7 7
  • 6. ALLIANCE TECHNOLOGY CONSORTIUM 62/17/2020 Key Words, NAIC, PSC, Agency OTA; SBIR; SAT; Micro-Purchase Skill Competency Matrix ROM – CAPEX = ROM Profit Document Schedule; T SME; P SME Opportunity List Qualified Opportunities IFB/RFI/SS/RFP/BAA/OT A HOW STAGE WHAT Short Term GOALS (FY2020): • Identify 10-20 opportunities/month – Estimated Value – $30,000,000 • Qualify 15/month – Average Value: $5,625,000 • BID 5/month – Average Value: $3,750,000 • Award 2/month – Average Value: $750,000 • Maintain a Pipeline Conversion Rate: 20% [ 10 Bids become 2 Awards ] Three (3) Hunters: 1. 2. 3. 4. 5. Two (2) Marketers: 1. 2. 3. 4. 5. Five (5) Technical SMEs: 1. 2. 3. 4. 5. 6. 7. 8. Three (3) Pricing SMEs: 1. 2. 3. 4. 5. Proposal Manager: 1. 2. 3. 4. 5. Thought Leader _____________ Technical Advisor _______________ Opportunity Identification Qualification Bid/No-Bid Proposal Award Lessons Learned Opportunity
  • 7. ALLIANCE TECHNOLOGY CONSORTIUM  What do we know about this project? 1. We have completed similar projects with this or similar clients in the past. 2. We were part of the planning/needs assessment for this project. 3. This project is likely to be highly profitable. 4. We fully understand and can meet the challenges involved in this project. 5. Our expertise will enable us to add significant value to this project.  What do we know about this prospective client ? 1. We understand this prospect's needs, pain points and business drivers. 2. The prospect has a good idea of our team and capabilities. 3. Past interactions with this prospect have been positive. 4. Our approach and values are a good fit for this prospect. 5. We can expect a fair evaluation process from this prospect. 6. Price is not the overriding criterion for this prospect. 7. This prospect has a good reputation for supplier relations and prompt payment. 72/17/2020
  • 8. ALLIANCE TECHNOLOGY CONSORTIUM  What do we know about our competition? 1. This is NOT a contract renewal OR the incumbent has had performance issues. 2. None of the other bidders has a next-generation or disruptive offering. 3. We can be highly competitive against all known bidders. 4. None of the other bidders is specially favored by the prospect. 5. We do not expect a desperation (low ball) bid from another qualified bidder.  How should internal and strategic factors influence our decision? 1. We have the talent, resources and drive needed to win this bid. 2. We have a well-qualified team, including bench strength to perform the contract. 3. We have or can acquire any needed admin resources or infrastructure if we win. 4. We will be able to complete this contract without jeopardizing other client work. 5. There are no conflicts of interest with other clients in taking on this project. 6. There is no risk to our intellectual property in taking on this project. 7. This project has strategic potential to improve our capabilities for the future. 8. There will be negative consequences if we no-bid this project. 82/17/2020
  • 9. ALLIANCE TECHNOLOGY CONSORTIUM  PWIN Equation = Org + Rqts + Soln + Shap + Comp + Stra + Team + Ptw + Risk 92/17/2020  Example: PWIN Equation = 10 + (-5) + 0 + 0 + 5 + 5 + 10 + 5 + 10 = 40 (max = 90) = 0.444 Variable Label Description Score ORG ORGANIZATION Capture/Proposal Team Identified with required resources and schedule -10 to + 10 RQTS CLIENT REQUIREMENTS Know Customer and understand their requirements and objectives -10 to + 10 SOLN SOLUTION Initial solution developed based on client’s objectives/requirements -10 to + 10 SHAP SHAPED SOLUTION Positioned solution with the customer -10 to + 10 COMP COMPETITION Assess probable competition -10 to + 10 STRA WIN STRATEGY Developed a winning strategy -10 to + 10 TEAM TEAM Identified team with teaming agreement in place -10 to + 10 PTW PRICE TO WIN Determine and set price to win -10 to + 10 RISK RISK Assessed Risk if awarded -10 to + 10 Scale: +10=strongly agree; +5=somewhat agree; +1=slightly agree; 0=unknown/neutral; -1=slightly disagree; -5=somewhat disagree; -10=strongly disagree
  • 10. ALLIANCE TECHNOLOGY CONSORTIUM  Purple Team Approves opportunity analysis report  Blue Team #1 Reviews initial capture plan and approves capture strategy  Black Hat Team Predicts competitor solutions  Blue Team #2 Approves updated capture plan and solution set for use in kickoff meeting packet  Orange Team Reviews storyboards and mockups to verify alignment with capture strategy and execution of customer issues  Red Team Reviews final draft to predict proposal scoring  Green Team Reviews cost/price solution and alignment with strategy  Gold Team Approves final proposal and price  White Team Compile “lessons learned” to improve future competitiveness 102/17/2020
  • 11. ALLIANCE TECHNOLOGY CONSORTIUM 112/17/2020 Client: Defense Logistics Agency Description/Statement of Work: Provide technical, planning, operational and functional service support to DLA J-32MS. Requirements include providing analysis, technical and functional expertise in applying service support, policy and procedures as they relate to DoD’s responsibilities in continuity and crisis management; supporting the development, coordination and approval of DoD memoranda, briefings, issuances and operational reports as required; and conducting interagency and intra-departmental coordination with appropriate organizations, and other support services. Competition (Prime/Subs): Mantech/TASC, BAH, CACI FW Grey Team: CDP Assoc, Jelani Networks, SkyLim Solutions, GDIT Contract Value (Total/FW Grey): $20M/$5M Contract Type: FFP PoP: 12 month base, 2x 1 yr options FTE: (Total/FW Grey): 5/3 Schedule: RFI due 24 Sep 2016 Pg: nn% Pw: nn% Place of Performance: Multiple including Pentagon, the Mark Center (Alexandria, VA), Ft. Belvoir, and other sites within a 90-mile radius of the Pentagon. Pursue as Prime/Sub and rationale: Sub as small biz/set-aside content; size/scope and past performance may preclude prime Capture Strategy: Respond to RFI with capability statement, past performance and program management quals. Request set aside content for 8(m) as part of larger team. Team with a well known incumbent. Required Resources: Mkting: $300 B&P: $500 Other (Purpose): $nn Security: TS/SCI required Why FW Grey? Growth opportunity; leverage Program management and large prime relationship(s) e.g., GDIT
  • 12. ALLIANCE TECHNOLOGY CONSORTIUM 122/17/2020 No. Client / Customer / Program Contract Prime Contractor Set Aside Estimated RFP Release Date Potential Value Probability of Win Award Date Period of Performance 1 2 3 4 5 6 7 8 9 10
  • 14. Hispanic Owned Business  AI & Machine Learning  Assured Collaboration & Communications  Construction Management  Cybersecurity & Cyber Warfare  Data Science, Analytics & Big Data  Electronic Security  GIS/GEOINT Support  Information Systems & Technology  Intelligence Analysis  Internet of Things & Mobility  Program & Project Management  Risk Management  Security & Privacy  Strategic Planning  Systems & Software Development Lifecycle  Telecommunications  Top Secret Facility Clearance  International Traffic in Arms Regulations Registered Industry Verticals Solutions Practitioner Network Virtual Teams Small Business Consortium “economical, elastic, efficient, agile” Serving Vision: Small businesses teaming to develop leading end-to-end solutions for industry and government Solution Teams Certifications Capabilities Joe Reddix PMP The Reddix Group, LLC Email: joseph@reddixgroup.com www.reddixgroup.com 410-419-1467