Maverick USA provides marketing and business development services to help companies secure federal contracts and maximize their potential through teaming agreements, joint ventures, and certification programs. Some of their services include preparing marketing materials like statements of qualifications and capabilities, developing email marketing templates, and assisting with proposal preparation and team/joint venture formation. Maverick has helped clients secure over $250 million in federal contracts through these services over the past decade.
Updated Resume for David N. Finch including TVS and DWN 2-11-16David Nelson Finch
David Nelson Finch has over 30 years of experience in insurance, risk management, and business ownership. He founded Talon Veteran Services, Inc. in 2009, which provides environmental, construction, and base operations support services as a Service Disabled Veteran Owned Small Business. Previously, he worked at Marsh USA for over a decade in senior roles developing new practices and client relationships. He has also owned his own insurance agency, Dillard Ware & Nelson LLC, and held underwriting and claims adjustment roles earlier in his career. Finch has a Bachelor's degree from the University of Wisconsin-Madison and an Executive MBA from the University of Richmond.
The International Aerospace Quality Group (IAQG) expects to issue a revised version of the Aerospace Standard AS9101 later this year. The revision, called Rev E, will focus audits more on process effectiveness and the achievement of quality objectives. Auditors will intensely examine process management and will expect to see that quality performance is monitored and measured against objectives. Organizations need to select key performance indicators (KPIs) that reflect critical success factors and review them to ensure they still apply given changes to processes, objectives, or business scope. Rev E provides an opportunity for organizations to re-examine their quality policies and processes in preparation for the new audit standards.
1) Federico no tiene carné SENA a pesar de llevar 4 meses en el programa de formación. 2) El jefe de mantenimiento de la empresa le pide el carné pero Federico no lo tiene. 3) Federico consulta con su líder de bienestar quien le dice que los carnés son solo para aprendices presenciales aunque él es aprendiz virtual.
1) Federico no tiene carné SENA a pesar de llevar 4 meses en el programa de formación. 2) El jefe de mantenimiento de la empresa le pide el carné pero Federico no lo tiene. 3) Federico consulta con su líder de bienestar quien le dice que los carnés son solo para aprendices presenciales aunque él es aprendiz virtual.
Intelligence testing aims to improve society, but it cannot accurately measure intelligence and instead produces invalid data that marginalizes individuals. Intelligence refers to behaviors that vary by social context rather than an objectively measurable quality. While skills can be tested, test results depend more on environment and experience than innate ability. Intelligence testing has been used to justify discrimination and human rights violations against individuals and groups. It shapes people to meet societal needs rather than empowering personal growth.
Updated Resume for David N. Finch including TVS and DWN 2-11-16David Nelson Finch
David Nelson Finch has over 30 years of experience in insurance, risk management, and business ownership. He founded Talon Veteran Services, Inc. in 2009, which provides environmental, construction, and base operations support services as a Service Disabled Veteran Owned Small Business. Previously, he worked at Marsh USA for over a decade in senior roles developing new practices and client relationships. He has also owned his own insurance agency, Dillard Ware & Nelson LLC, and held underwriting and claims adjustment roles earlier in his career. Finch has a Bachelor's degree from the University of Wisconsin-Madison and an Executive MBA from the University of Richmond.
The International Aerospace Quality Group (IAQG) expects to issue a revised version of the Aerospace Standard AS9101 later this year. The revision, called Rev E, will focus audits more on process effectiveness and the achievement of quality objectives. Auditors will intensely examine process management and will expect to see that quality performance is monitored and measured against objectives. Organizations need to select key performance indicators (KPIs) that reflect critical success factors and review them to ensure they still apply given changes to processes, objectives, or business scope. Rev E provides an opportunity for organizations to re-examine their quality policies and processes in preparation for the new audit standards.
1) Federico no tiene carné SENA a pesar de llevar 4 meses en el programa de formación. 2) El jefe de mantenimiento de la empresa le pide el carné pero Federico no lo tiene. 3) Federico consulta con su líder de bienestar quien le dice que los carnés son solo para aprendices presenciales aunque él es aprendiz virtual.
1) Federico no tiene carné SENA a pesar de llevar 4 meses en el programa de formación. 2) El jefe de mantenimiento de la empresa le pide el carné pero Federico no lo tiene. 3) Federico consulta con su líder de bienestar quien le dice que los carnés son solo para aprendices presenciales aunque él es aprendiz virtual.
Intelligence testing aims to improve society, but it cannot accurately measure intelligence and instead produces invalid data that marginalizes individuals. Intelligence refers to behaviors that vary by social context rather than an objectively measurable quality. While skills can be tested, test results depend more on environment and experience than innate ability. Intelligence testing has been used to justify discrimination and human rights violations against individuals and groups. It shapes people to meet societal needs rather than empowering personal growth.
Quail Capital Corp was formed in 1999 in Burbank, California to syndicate equipment finance and leasing transactions. It has since expanded to also provide commercial real estate, asset-based lending, SBA loan, and merchant cash advance transactions. The company has syndicated over $500 million in equipment financing. It prides itself on integrity and understanding clients' complex needs to help them grow or lower costs. Key services include developing vendor financing programs, offering operating leases for favorable accounting treatment, and providing simple financing agreements.
George W. Miller Jr. is a senior executive with over 30 years of experience in the automotive finance industry. He has held leadership roles managing regional operations, marketing, product development, and risk management. Miller has an extensive background directing field operations and developing strategies to enhance productivity and efficiency. He possesses strong communication and relationship building skills. Miller's contact information and references are provided.
The document provides a summary of Michael T. Friedly's professional experience and qualifications. It outlines his 20 years of experience in operations, sales, business development, and project management roles within the transportation, logistics, and supply chain industries. Currently, he is the Chief Operating Officer of Interstate Logistics Group, where he provides leadership and vision to manage daily operations. Previously, he held Vice President roles overseeing operations at Greatwide Logistics Services, where he negotiated contracts and met performance metrics.
The document discusses how to build an effective capabilities statement to help small businesses stand out and compete for federal contracts. It identifies the key components of a capabilities statement, including core competencies, past performance, differentiators, and corporate data. An effective capabilities statement tells clients who the company is, what they do, and how they are different. It should be concise, tailored to specific opportunities, and updated regularly.
This document summarizes Steve Boyle's presentation at the Barclays Americas Select Franchise Conference in May 2017. The key points are:
1) TD Ameritrade has evolved over four phases since 1975, growing client assets from $26 billion to $847 billion as of March 2017. The acquisition of Scottrade will take assets above $1 trillion.
2) The strategy is to deliver a superior client experience through scale, speed, simplicity and innovation while leading in trading and growing client assets.
3) Goals for 2017 include improving the client experience, building out advice solutions, growing client assets, leading in trading, increasing speed to market, simplifying processes, and delivering a great associate experience.
- Black & Decker pursued an international expansion strategy during the 1950s-1960s by setting up wholly owned subsidiaries in other countries that were given autonomy to operate. This decentralized structure made sense given Black & Decker's monopoly in the power tools market at the time.
- In the 1980s-1990s, increased competition from large retailers put pressure on Black & Decker's prices. The company responded by further centralizing control over subsidiaries and engaging in cost-cutting measures to lower prices.
- By the 1990s, it was clear that Black & Decker needed to make larger strategic changes beyond just cost-cutting to address the competitive environment.
Jennifer Schaus & Associates, a Washington DC based consulting firm presents this session on US Federal Government Contracting.
TOPIC: FEDERAL Govt Contracting - Life After 8a & Best Practices
ASSOCIATED AUDIO FILE: https://youtu.be/3BKSn_6Uk1o
EMAIL: JSchaus@JenniferSchaus.com
PHONE: 202-365-0598
LINKEDIN: https://www.Linkedin.com/in/jenniferschaus
ABOUT US: http://www.JenniferSchaus.com
SERVICES: Proposal Writing, Marketing, Sales, Biz Dev, SBA 8a Cert, GSA Schedules and more.
Please join Jennifer Schaus & Associates every Wednesday in 2019 for a complimentary Wednesday series. For full audio of this presentation please visit (https://youtu.be/mqmX1Z3hpu0). For more information about our federal contracting services please visit http://www.Jenniferschaus.com or contact us at 202-365-0598. Win more federal government contracts!
Sattie Narain is an experienced executive with over 20 years of experience in human resources, talent management, training, and operations for insurance, banking, financial services and mortgage companies. She has a proven track record of exceeding growth targets, improving workforce performance, ensuring compliance, and delivering exceptional results. Currently she is VP of Operations for Ashford Insurance Agency, where she established a strategic partnership that generated tens of millions in new revenues and recruited and trained a team of over 2,500 sales professionals.
This document provides talking points for an Ameriprise Financial earnings call for the third quarter of 2006. It discusses key challenges faced after becoming an independent company, solid financial results for Q3 including revenue and earnings growth, progress on strategic objectives, and segment financial results. Management is satisfied with executing the separation while delivering business results and feel the company is well positioned for continued growth.
Turnaround of a Family-owned CPG CompanyDavid Johnson
Abraxas Group recently designed and led the successful turnaround of a family owned company during the COVID-19 pandemic. The success of this turnaround offers valuable lessons.
The document is WMATA's April 2014 DBE newsletter. It provides information on goal setting, submitting before and after photos of DBE work, and introduces Regional Contracting Service as the featured DBE. It also provides details on WMATA's new Small Business Enterprise program, introduces the new DBE compliance specialist, reminds DBEs about payment reporting requirements, and announces an upcoming matchmaking event and newly certified DBE companies.
Urbanetectonics LLC 2023 Annual Letter to Membership
Company Website:
www.urbanetek2.com
Annual Letter - Recap and Quarterly Focus. Our first 100 days and annual outlook will be guided by our 2023 Quarterly Focus. The Quarterly Focus breaks our overall vision into an outline of short-term goals and key performance metrics for each industry- specific division.
Communication is key to our relationship. Stay on top of the latest developments at Urbanetectonics, LLC. How do you connect? Subscribe, Like, Follow, or Join one of our #powerofnext industry-specific social media handles. Get linked in to ask questions and/or to submit inquiries using the Urbanetectonics, LLC Linktree: https://linktr.ee/urbanetectonics You can also follow #powerofnext on any social media platform to connect on your interest in Urbanetectonics, LLC and/or one of its industry-specific divisions.
Corporate presentation may 16 2017 - finalcorpaveda2015
Aveda Transportation and Energy Services is a rig moving company that has grown significantly through acquisitions and organic expansion. It provides rig moving services across North America, with a focus on major US basins that account for almost 90% of its revenue. The company has a modern fleet, experienced management team, and blue chip customer base. It is well positioned to benefit from the recovery in rig count and shifting of activity to the US.
J.S. "Jeff" Larger has over 30 years of experience in automotive operations management and marketing. He has a proven track record of growing businesses, including expanding one department from $0 to $17 million in sales. He is skilled in strategic planning, business development, sales, marketing, and financial management. Larger seeks a new opportunity in operations management and marketing where he can implement organizational systems and processes to develop brand awareness and drive growth.
This issue of Agency Spotlight magazine focuses on prospecting best practices from top agents, tips for managing slow periods, new tools for client relationship management, and improving office impressions. It also provides updates on company programs and recognition of top producers. Key articles discuss the systematic prospecting approach of Robert Edgin and how Brian Hayden achieves success through meticulous attention to detail.
Strategic Account Planning - What Separates the GREAT from the WEAKRevegy, Inc.
This document discusses best practices for strategic account planning. It begins by noting that account managers who focus on planning outperform those who do not. While most companies see planning as important, over half say their plans need improvement. The document then examines what is often broken with planning, such as lack of management support, siloed teams, and plans that do not reflect customer goals. It provides recommendations for improving planning, including prioritizing the right accounts, using common tools and language, conducting reviews to drive changes, and collaborating internally and with customers. Key elements of an effective plan are understanding customer goals, identifying relationships, using scorecards from the customer perspective, developing collaborative roadmaps, and measuring success.
Quail Capital Corp was formed in 1999 in Burbank, California to syndicate equipment finance and leasing transactions. It has since expanded to also provide commercial real estate, asset-based lending, SBA loan, and merchant cash advance transactions. The company has syndicated over $500 million in equipment financing. It prides itself on integrity and understanding clients' complex needs to help them grow or lower costs. Key services include developing vendor financing programs, offering operating leases for favorable accounting treatment, and providing simple financing agreements.
George W. Miller Jr. is a senior executive with over 30 years of experience in the automotive finance industry. He has held leadership roles managing regional operations, marketing, product development, and risk management. Miller has an extensive background directing field operations and developing strategies to enhance productivity and efficiency. He possesses strong communication and relationship building skills. Miller's contact information and references are provided.
The document provides a summary of Michael T. Friedly's professional experience and qualifications. It outlines his 20 years of experience in operations, sales, business development, and project management roles within the transportation, logistics, and supply chain industries. Currently, he is the Chief Operating Officer of Interstate Logistics Group, where he provides leadership and vision to manage daily operations. Previously, he held Vice President roles overseeing operations at Greatwide Logistics Services, where he negotiated contracts and met performance metrics.
The document discusses how to build an effective capabilities statement to help small businesses stand out and compete for federal contracts. It identifies the key components of a capabilities statement, including core competencies, past performance, differentiators, and corporate data. An effective capabilities statement tells clients who the company is, what they do, and how they are different. It should be concise, tailored to specific opportunities, and updated regularly.
This document summarizes Steve Boyle's presentation at the Barclays Americas Select Franchise Conference in May 2017. The key points are:
1) TD Ameritrade has evolved over four phases since 1975, growing client assets from $26 billion to $847 billion as of March 2017. The acquisition of Scottrade will take assets above $1 trillion.
2) The strategy is to deliver a superior client experience through scale, speed, simplicity and innovation while leading in trading and growing client assets.
3) Goals for 2017 include improving the client experience, building out advice solutions, growing client assets, leading in trading, increasing speed to market, simplifying processes, and delivering a great associate experience.
- Black & Decker pursued an international expansion strategy during the 1950s-1960s by setting up wholly owned subsidiaries in other countries that were given autonomy to operate. This decentralized structure made sense given Black & Decker's monopoly in the power tools market at the time.
- In the 1980s-1990s, increased competition from large retailers put pressure on Black & Decker's prices. The company responded by further centralizing control over subsidiaries and engaging in cost-cutting measures to lower prices.
- By the 1990s, it was clear that Black & Decker needed to make larger strategic changes beyond just cost-cutting to address the competitive environment.
Jennifer Schaus & Associates, a Washington DC based consulting firm presents this session on US Federal Government Contracting.
TOPIC: FEDERAL Govt Contracting - Life After 8a & Best Practices
ASSOCIATED AUDIO FILE: https://youtu.be/3BKSn_6Uk1o
EMAIL: JSchaus@JenniferSchaus.com
PHONE: 202-365-0598
LINKEDIN: https://www.Linkedin.com/in/jenniferschaus
ABOUT US: http://www.JenniferSchaus.com
SERVICES: Proposal Writing, Marketing, Sales, Biz Dev, SBA 8a Cert, GSA Schedules and more.
Please join Jennifer Schaus & Associates every Wednesday in 2019 for a complimentary Wednesday series. For full audio of this presentation please visit (https://youtu.be/mqmX1Z3hpu0). For more information about our federal contracting services please visit http://www.Jenniferschaus.com or contact us at 202-365-0598. Win more federal government contracts!
Sattie Narain is an experienced executive with over 20 years of experience in human resources, talent management, training, and operations for insurance, banking, financial services and mortgage companies. She has a proven track record of exceeding growth targets, improving workforce performance, ensuring compliance, and delivering exceptional results. Currently she is VP of Operations for Ashford Insurance Agency, where she established a strategic partnership that generated tens of millions in new revenues and recruited and trained a team of over 2,500 sales professionals.
This document provides talking points for an Ameriprise Financial earnings call for the third quarter of 2006. It discusses key challenges faced after becoming an independent company, solid financial results for Q3 including revenue and earnings growth, progress on strategic objectives, and segment financial results. Management is satisfied with executing the separation while delivering business results and feel the company is well positioned for continued growth.
Turnaround of a Family-owned CPG CompanyDavid Johnson
Abraxas Group recently designed and led the successful turnaround of a family owned company during the COVID-19 pandemic. The success of this turnaround offers valuable lessons.
The document is WMATA's April 2014 DBE newsletter. It provides information on goal setting, submitting before and after photos of DBE work, and introduces Regional Contracting Service as the featured DBE. It also provides details on WMATA's new Small Business Enterprise program, introduces the new DBE compliance specialist, reminds DBEs about payment reporting requirements, and announces an upcoming matchmaking event and newly certified DBE companies.
Urbanetectonics LLC 2023 Annual Letter to Membership
Company Website:
www.urbanetek2.com
Annual Letter - Recap and Quarterly Focus. Our first 100 days and annual outlook will be guided by our 2023 Quarterly Focus. The Quarterly Focus breaks our overall vision into an outline of short-term goals and key performance metrics for each industry- specific division.
Communication is key to our relationship. Stay on top of the latest developments at Urbanetectonics, LLC. How do you connect? Subscribe, Like, Follow, or Join one of our #powerofnext industry-specific social media handles. Get linked in to ask questions and/or to submit inquiries using the Urbanetectonics, LLC Linktree: https://linktr.ee/urbanetectonics You can also follow #powerofnext on any social media platform to connect on your interest in Urbanetectonics, LLC and/or one of its industry-specific divisions.
Corporate presentation may 16 2017 - finalcorpaveda2015
Aveda Transportation and Energy Services is a rig moving company that has grown significantly through acquisitions and organic expansion. It provides rig moving services across North America, with a focus on major US basins that account for almost 90% of its revenue. The company has a modern fleet, experienced management team, and blue chip customer base. It is well positioned to benefit from the recovery in rig count and shifting of activity to the US.
J.S. "Jeff" Larger has over 30 years of experience in automotive operations management and marketing. He has a proven track record of growing businesses, including expanding one department from $0 to $17 million in sales. He is skilled in strategic planning, business development, sales, marketing, and financial management. Larger seeks a new opportunity in operations management and marketing where he can implement organizational systems and processes to develop brand awareness and drive growth.
This issue of Agency Spotlight magazine focuses on prospecting best practices from top agents, tips for managing slow periods, new tools for client relationship management, and improving office impressions. It also provides updates on company programs and recognition of top producers. Key articles discuss the systematic prospecting approach of Robert Edgin and how Brian Hayden achieves success through meticulous attention to detail.
Strategic Account Planning - What Separates the GREAT from the WEAKRevegy, Inc.
This document discusses best practices for strategic account planning. It begins by noting that account managers who focus on planning outperform those who do not. While most companies see planning as important, over half say their plans need improvement. The document then examines what is often broken with planning, such as lack of management support, siloed teams, and plans that do not reflect customer goals. It provides recommendations for improving planning, including prioritizing the right accounts, using common tools and language, conducting reviews to drive changes, and collaborating internally and with customers. Key elements of an effective plan are understanding customer goals, identifying relationships, using scorecards from the customer perspective, developing collaborative roadmaps, and measuring success.
Strategic Account Planning - What Separates the GREAT from the WEAK
TMG_SOQ_01.17.16
1. 3044 Bardstown Road Office: 502/365-5470
Suite 1129 Cell: 859/473-3422
Louisville, KY 40205 Email: jhj@maverick-usa.com
Maverick USA
1
TheMaverickGroup-USA
2. 2014 Statement of Qualifications – Table of Contents
TheMaverickGroup–USA
TableofContents
Executive Summary
The Maverick Group Introduction
SECTION 1) Company Information____________________________________
SUBSECTION 1.1.A) OVERVIEW 4
SUBSECTION 1.1.B) HISTORY OF SUCCESS 5
SECTION 2) SCHEDULE OF SERVICES____________________________________ 8
SUBSECTION 2.1) PREPARATION OF MARKETING MATERIALS 8
SUBSECTION 2.2) TEAMING AGREEMENTS 10
SUBSECTION 2.3) JOINT VENTURES 10
SUBSECTION 2.4) PROPOSAL PREPARATION 10
SUBSECTION 2.5) ONLINE SYSTEMS MANAGEMENT 11
SUBSECTION 2.6) OPPORTUNITY IDENTIFICATION/TRACKING 11
SUBSECTION 2.7) 8A,8M,SDVOSB, HUBZONE AND TSB CERTIFICATION 12
SUBSECTION 2.7) LARGE BUSINESS SERVICES 12
#
Figures
FIGURE 1: LARGE BUSINESS SCHEDULE OF SERVICES______________________13a
Attachments
ATTACHMENT 1: SCHEDULE OF SERVICES________________________________13
ATTACHMENT 2: OPPORTUNITY DEVELOPMENT____________________________14
2
Table of Contents
4
3
3. 2014 Statement of Qualifications – Executive Summary
TheMaverickGroup–USA
ExecutiveSummary
“One of us is leaving this house, either you go back to work or I’m going
home to Mom.”
Those calmly spoken words spoken by my wife ended my early retirement and farming
career and The Maverick Group was born.
I represented the third generation in a construction family and after a twenty year career
in the construction/environmental industry I was “burned out” and had sold my company
after we finished our Katrina contracts and had retired to my farm with the sole intention
being to send a lot of time with my wife and kids and make up for lost time. Seems as
though too much of me and my “attention” was a bit aggravating! So six months into my
“retirement” my wife uttered those words that pushed me into my next career.
Having just freed myself from payments on about $5,000,000.00 in equipment and
trucks and payroll for 65 people I was not interested in going back there.
I had been in Federal Contracting for over 20 years and gained experience with the set
aside system and the advantages provided by the system. During this time I had built
personal relationships with many people in both the private and government sector. By
this time many of them had reached senior positions. My construction company had
been a Hubzone company and I had tried unsuccessfully to become 8a certified so I
knew the Federal Contracting System pretty well.
I decided to take my contacts, the three generations of construction experience, twenty
plus years of estimating and marketing experience plus my knowledge of the Federal
Set Aside Programs and assist small business with getting their certifications, entering
the Federal Marketplace and maximizing their potential through Joint Ventures, Teaming
Agreements and Mentor-Protégé relationships.
Over the past decade The Maverick Group (TMG) has assisted a half dozen companies
secure contracts with Maximum Values totaling over $ 250,000,000.00, identified &
negotiated 4 Mentor-Protégé deals, identified and negotiated 7 Joint Ventures and
increased the bonding capacity of each of the companies we represented.
The following proposal will identify how TMG will utilize its experience, resources and
contacts to assist your company to grow and reach its goals by maximizing its potential
within the worlds largest client, the US Government.
3
The Maverick Group Introduction
4. 2014 Statement of Qualifications – Executive Summary
TheMaverickGroup–USA
ExecutiveSummary
4
Maverick – USA, The Company
Maverick has only one mission, we help companies grow. We do this by
developing or enhancing marketing and Project Development Programs with an
emphasis on the Federal Government Contracting.
Maverick specializes in helping companies maximize their set aside status be it 8a,
Woman Owned Small Business (WOSB), Service Disabled Veteran Owned Small
Business (SDVOSB or SDV), HubZone (HUB) and Total Small Business (TSB) by
teaming your company up with other small/minority companies and/or large
businesses to qualify for large projects that small companies could not other wise
qualify or complete.
Definition from the Oxford Dictionary:
maverick
Syllabification: mav·er·ick
Pronunciation /ˈmav(ə)rik
noun
1. An unorthodox or independent-
minded person:
2. North American: An unbranded calf
or yearling horse
Origin
mid 19th century: from the name of
Samuel A. Maverick (1803–70), a Texas
engineer and rancher who did not brand
his cattle..
Maverick
Company Overview1.1
We use our extensive contacts within the
Contracting Industry to develop formal
teaming relationships for your company by
setting up;
Formal Teaming Agreements
Joint Ventures
Mentor-Protégé Joint Ventures
SBA
DOD
GSA
Our contacts are not just names in a data
base they are people we have know for years
and we have history with.
To be effective a consultant has to develop a
close relationship with their client which is why Maverick only takes on a few clients at
a time. We don’t try, or strive to, we make sure we don’t have any conflicts of interest
between our clients. And while that we can do a lot of our work on the phone and
computer in this highly technical age, we like to get and see our clients, their facilities
and projects.
If feel you need a big company with a fancy website with a consultant who has never
ran a bull dozer or their own company, had to make a payroll or who works from a set
play book, Maverick is not your company.
5. 2014 Statement of Qualifications – Executive Summary
TheMaverickGroup–USA
ExecutiveSummary
5
Maverick – USA, The Company
Over the past decade Maverick has assisted a half dozen companies grow their
companies thru federal contracting and minority set aside programs. In fact during
the last four years despite the lack of federal budgets, extreme cuts to military
spending, a recession and the sequester, Maverick succeeded in securing over
$250,000,000.00 in prime contracts not to mention subcontract opportunities through
relationships built through teaming arrangements.
Maverick takes confidentiality seriously. To this end Maverick will not divulge any
company information on marketing documents. However references will be provided
upon execution of a simple Non-disclosure Agreement.
In the case of one 8a company which had been in business for five years, no federal
experience and less than $500,000.00 in total revenues to date in residential
construction. Maverick identified opportunities, developed teaming relationships and
secured;
$180,000 Contract for US Border Patrol
5 year $10,000,000 Coast Guard IDIQ
5 year $5,000,000 NAVSUP IDIQ
We also set up two Joint Ventures (one populated and one unpopulated) for the
company to compete on two projects (Navy and Air Force) with a combined value of
$30,000,000 which we came in second on both. Maverick went on to identify a SBA
Mentor for the company that is one of the ENR Top 400 contractors and negotiate and
complete the Mentor-Protégé Agreement.
Maverick accomplished this in two years.
Maverick has had similar results for other companies. The figure on the next page
shows a summary of selected successes we have had over the past four years.
History of Success1.1
“Be an independent thinker at all times, and
ignore anyone who attempts to define you in a
limiting way.”
― Sherry Argov
6. 2014 Statement of Qualifications – Executive Summary
TheMaverickGroup–USA
ExecutiveSummary
6
Maverick – USA, The Company
History of Success1.1
MATOCs & IDIQs
Joint Ventures
Contract Set Contract Contract Customer/ Contract Location
Vehicle Aside Maximum Duration Agency Discipline
MATOC 8a $50 M 5yr NPS Civil Mid Atlantic
MATOC 8a $50 M 5yr NPS Civil South East US
MATOC Hub $50 M 5yr NPS Civil South East US
MATOC 8a $10 M 5yr NPS Invasive Species Florida
MATOC 8a $25M 5yr USACE Civil TN & KY
IDIQ 8a $3 M 1yr USGS Env/Demolition CONUS
IDIQ 8a $10 M 5yr USCG Underwater Boat Maintence Districts 2-8
IDIQ 8a $3 M 5yr NAVSUP Underwater Boat Maintence California
IDIQ 8a $250K 3mo USBP Vegetative Management Texas
BOA 8a TBD 5yr USCG Spill Response Districts 2-9
JV Company Reason JV Primary Contract Location
Type Type for JV Value Customer Discipline
Populated 8a/TSB Single Project $15 M NAVFAC New Construction Pittsburgh, PA
Unpopulated 8a/SDV Program $10 M USAF Grounds Maintance CONUS
Mentor-Protégé
Unpopulated
8a/LB Program TBD Various General Construction South East US
Mentor-Protégé
Unpopulated
8a/LB Program TBD Various General Contracting CONUS
Unpopulated 8a/TSB BOA TBD USCG Spill Response Districts 2-9
Mentor-Protégé
Unpopulated
8a Program TBD Various General Contracting CONUS
Mentor-Protégé
Populated
8a/LB Program TBD Various General Contracting CONUS
7. 2014 Statement of Qualifications – Executive Summary
TheMaverickGroup–USA
ExecutiveSummary
7
Maverick – USA, The Company
History of Success1.1
Notable Teaming Opportunities
Project Set Contract Maverick Client Customer/ Contract Location
Vehicle Aside Value Contract Value Agency Discipline
You will note that we have not included any information as to the identity of Maverick
clients or Joint Venture or Teaming partners. We value the confidence of both our clients
and teaming partners. This is one reason that we are able to arrange JVs and Teaming
Agreements with leaders in the industry, they know that they can count on not only
responsiveness but confidentiality as well.
In addition to assisting our clients in developing prime contracts, Maverick also works
with both our small business clients and our large business Prime Contractors to
assist both companies. Large Prime Contractors have to fulfill their goals set forth in
their subcontracting plans which often time leads to large opportunities for our clients
which are not advertised on any bid reporting companies or databases.
This is where Maverick’s personnel relationships nurtured over the years pay our
clients dividends. Following are some of the notable Teaming Opportunities our
clients were INVITED to participate in the past year.
“A good plan executed today is
better than a perfect plan
executed at some indefinite point
in the future.”
- General George Patton Jr
8. 2014 Statement of Qualifications – Schedule of Services
TheMaverickGroup–USA
ScheduleofServices
Maverick is not a proposal writing firm, we develop your companies marketing effort to its
fullest potential. Our thinking is that you have to know the company you are working for to
represent and write winning proposals. We also believe a company needs a complete
marketing plan to position itself in the most advantageous position to able to take full
advantage of opportunities.
The proposals must be an extension of the company’s marketing program and operations.
In fact by the time we write the proposal we want the customer to already know everything
that is in the proposal. It should just validate what the customer already knows about the
company.
There fore when we agree to represent a company we put together a complete marketing
system that is geared for the federal government marketplace.
We start building the system with the marketing materials and documentation. This is the
first impression new customers will get of your company. These need to present your
company in its very best light and convey all of your capabilities and experience.
STATEMENT OF QUALIFICATIONS
The Preparation of the Statement of Qualification (SOQ) is great way for us to get to know
you and your company. To create the SOQ we will review your company’s history and
performance from the beginning to ongoing projects. We will also visit your company and
job sites to get a better feel for the company we are representing. We have a huge stake in
your company as we will be recommending you to customers and contractors and our
reputation is as much at stake as yours.
The SOQ will be the baseline that all other documents and marketing material will be based
on and at a minimum will include:
Complete Company Biograph and History
Corporate & Operational Capabilities
Project Profiles
Health and Safety & Quality Control Program Information
Equipment List
Key Personnel Resumes
The SOQ may only be a 10 page document for new company or it may take 50 pages to
adequately tell the story of an older company with multiple construction disciplines.
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STATEMENT OF CAPABILITIES
Once the heavy lifting of the SOQ is completed the rest of the documents and materials
comes much quicker and easier. The next to come will be the Statement of Capabilities.
This is a one to two page document that contains all of the corporate info and a
thumbnail summary of your companies capabilities and experiences. Contracting
Officers and Small Business Representatives want these as they are small and easy for
them to printout and distribute. They are also good for handing out at meetings,
conferences and conventions.
EMAILER TEMPLATE
It always surprises me that more contractors do not take advantage of this effective and
cheap marketing and project development tool. You can complete a 10,000 address
email campaign from start to finish in a tenth of the time and a fraction of the cost of a
500 address standard mail campaign and the response is better as well.
The emailer template will be adaptable for Marketing and Project Development
including:
COMPANY INTRODUCTION
SUBCONTRACTOR & TEAMING PARTNER RECRUITMENT
NEW CORE CAPABILITY ANNOUNCEMENT
NEWS LETTER
OTHER DOCUMENTS
Maverick will make sure that the rest of your documents match the theme, color
scheme and logo of the SOQ as well. This will include business cards, letterhead, signs
and stickers. This will give your company a organized, professional image that todays
customers are looking for. If needed we can also design or redesign your logo and
handle website development.
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Teaming Agreements
Maverick is proud of the success we have enjoyed in building successful Teams and
Joint Ventures. Maverick’s Principal’s experience as both a Project Development
Director and Company Owner has given Maverick a good foundation for recruiting and
establishing quality teams with the capabilities, experience and resources needed to
successfully compete on Federal Projects.
We take your companies strengths and match them with upcoming opportunities and
other companies that are interested in the project but are ineligible to pursue the
contract for one reason or another.
Maverick is very adept at this. Chemistry is very important and we won’t team up
companies just to write a proposal. We have all the practice we need, we’re here to win
contracts! Remember, the companies have to be able to work together after the project
is won and may be stuck with each other for years.
JOINT VENTURES
Everyone talks about Joint Ventures but few have the experience with Joint Ventures in
the Federal Market that Maverick does. Not only does Maverick know what JVs work
best for each contract but we have the experience to ensure a fair and equitable JV that
works! To date Maverick set up JVs in the following categories;
POPULATED
UNPOPULATED
SBA MENTOR-PROTÉGÉ
SEPARATE ENTITY JV
Proposal Preparation
At Maverick we understand the cost of proposal preparation and the very real fact that a
company can go broke writing proposals.
Over the past 20 years Maverick has developed the experience in proposal
development and management needed to not only prepare quality proposals but
proposals that win. Maverick does not subscribe to the shotgun approach to proposal
and/or bids, we target opportunities and position our clients with their customer, develop
the team and prepare and develop the proposal to give our clients the best chance of
award.
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ONLINE SYSTEMS MANAGEMENT
System for Award Management (SAM) replaced CCR in 2012 and before your company
can be awarded a federal contract your SAM registration has to be complete and up to
date. We know all about SAM and its difficulty to use that’s why we offer to handle that
for you. Not only have to be complete to be awarded a project it is also important as it
is essential the Dynamic Small Business Search database be up to date as well as this
is where many Prime Contracts go when they are looking for Subcontractors. Other
online systems also have to managed as well Wide Area Work Flow and iRapt used to
invoice many government agencies. With Maverick on board this is one more thing you
don’t have to worry about. In fact Maverick can save you valuable hours in other ways
as well.
OPPORTUNITY SEARCHES
How many times have you missed a nice opportunity just because you where so busy
running your company that you didn’t have time to spend two hours searching Federal
Business Opportunities (FBO), the Dodge Reports or other opportunities services?
At Maverick search these databases and other data bases on a daily bases for our
clients and send out opportunity updates daily that fit the clients profile. This lets our
clients to selected opportunities daily instead of having to wade through thousands to
find those few that meet your requirements. Data bases that me monitor include at a
minimum include;
FBO
FED CONNECT
SBA SUB-NET
NAVY ELECTRONIC COMMERCE OPPORTUNITIES (NECO)
FEDBID.COM
BID CLERK
DODGE REPORTS
In addition to advertised opportunities Maverick’s relationships allow us to identify
opportunities months and even years before the opportunity is advertised on FBO or
Dodge. This gives Maverick time to solicit the project for sole source award or build the
right teams to effectively compete for the project. We use the same practices that the
big primes use, information, planning and a whole lot of work.
The figures in attachment 1 illustrate the steps Mavericks Client Startup will take and
Opportunity/Proposal Preparation steps.
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8A,8M,SDVOSB, HUBZONE AND TSB CERTIFICATION
Maverick also prepares certification applications and works with our clients to achieve
certification for all set asides certifications that they are eligible for. Our services do not
stop with certification but also management of the that certification to ensure our clients
stay current with all of their filings and that their business practices do not create any
issues that may lead to our client losing their certifications.
LARGE BUSINESS SERVICES
Recently Maverick has begun utilizing this experience and knowledge to allow Maverick
to assist large business concerns to help these companies to identify and capture
federal contracts by using the same techniques that have been successfully used with
minority companies plus Maverick’s broad network of 8a (both active & graduated), SDV,
Hubzone and WOSB companies Maverick is well positioned to assist large companies to
take advantage of current federal minority contracting regulations to generate contracts
and in meeting their minority participation goals which is very important in winning
federal contracts.
I have utilized the experience gathered from three generations of construction
experience in my family, twenty plus years of estimating and marketing experience plus
my first-hand knowledge of the Federal Set Aside Programs and over a decade of
assisting small business with getting their certifications, entering the Federal
Marketplace and maximizing their potential through Joint Ventures, Teaming Agreements
and Mentor-Protégé relationships in the development of this proposal.
Maverick has the following areas in which Maverick could large companies with its
services.
Federal Opportunity Identification and Tracking
Management, development and maximization of the Visionary/Codell Mentor/Protégé
agreement and Joint Venture.
Development and management of additional minority set aside eligible companies
including Hubzone, SDVOSB, 8a, 8m and TSB companies to provide access to
contracts not currently accessible to it due to current business size classification.
Continued development of South Carolina opportunities.
Develop and manage Small Business Subcontracting Plans
Figure 1 on the following page illustrates Mavericks services developed for Large
Businesses.
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Statement of Qualifications
Submit SOQ to Client
for Review
Complete Online
Management Tasks
Begin Proposal Activities
Flowchart Next Page
Basic Marketing Material
Package Complete
Submit Search Results
To Client Daily
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Attachment 1: Schedule of Services
Collect Information for SOQ
From Client
New Client
Kick-off Meeting
Corporate Bio
Set Aside Info
Project Inco
Corporate Info
Pictures
Submittals Required
H&S, QC and Ins Info
Bonding Info
Key Personnel Resumes
H&S and QC
Project Profiles
Company Bio
Build Email Data Base
Set Up Data Base Searches
Complete Client Project Profile
Reg. or Update SAM
Miscellaneous Docs & Materials
Emailer Template Client Selects Opportunity
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2014 Statement of Qualifications – Schedule of Services 1
4
Attachment 2: Opportunity Development
Acronyms
ROM Rough Order of
Magnitude
SOW Scope of Work
OPP Opportunity
SOL Solicitation
PDD Project Development
Director
EST Estimator
PIC Principal In Charge
Submit Proposal to Client
Final GO/No Go Dec.
Peruse Opportunity
Submit Proposal for
review & signoff by PIC
Prepare Proposal/Bid
Final SOL Review
Questions Submitted
Prebid Meeting/Site Visit
Solicitation Review
1st GO/No Go Decision
Investigate Opp.
Revisions
Site Visit Resources Assigned
Designate Key Personnel
Estimator Assigned
Proposal Manager & Team
Assigned
Hand Off to Operations
Win
Post Mortem
Lose
GO
GO
GO
GO
PIC
Decision
2nd GO/No Go Dec.
Peruse Opportunity
Opp Meeting
PIC/PDD/EST/BDM
Solicitation Review
By
PDM & CE
Complete Site/Project
Summary
Identify Teaming
Partners/Subcontractors &
Vendors
Complete Proposal Number
Request
Yes
Yes
Yes
Yes
Yes
Yes
Resources Available?
Suitable SOW?
Review Solicitation
Opportunity Identified
Competitive Edge?
Suitable ROM?
Yes
Conf. Call With BDM
Proposal # Assigned
PIC
Decision
Bonding??
Initial Site Visit
Or
Secure Solicitation
All Prequals Completed?
Yes