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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
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
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
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.
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
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
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
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.
8
Schedule of Services
2.0 Schedule of Services
2.1 Preparation of Marketing Materials
2014 Statement of Qualifications – Schedule of Services
TheMaverickGroup–USA
ScheduleofServices
 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.
9
Schedule of Services
2.1 Schedule of Services
2014 Statement of Qualifications – Schedule of Services
TheMaverickGroup–USA
ScheduleofServices
 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.
10
Schedule of Services
2.0 Schedule of services
2014 Statement of Qualifications – Schedule of Services
TheMaverickGroup–USA
ScheduleofServices
 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.
1
1
Schedule of Services
Schedule of Services2.0
2014 Statement of Qualifications – Schedule of Services
TheMaverickGroup–USA
ScheduleofServices
 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.
12
Schedule of Services
2.0 Schedule of services
Build
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
TheMaverickGroup–USA
ScheduleofServices
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
2014 Statement of Qualifications – Schedule of Services 13
Statement of Capabilities
TheMaverickGroup–USA
ScheduleofServices
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

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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. 8 Schedule of Services 2.0 Schedule of Services 2.1 Preparation of Marketing Materials
  • 9. 2014 Statement of Qualifications – Schedule of Services TheMaverickGroup–USA ScheduleofServices  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. 9 Schedule of Services 2.1 Schedule of Services
  • 10. 2014 Statement of Qualifications – Schedule of Services TheMaverickGroup–USA ScheduleofServices  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. 10 Schedule of Services 2.0 Schedule of services
  • 11. 2014 Statement of Qualifications – Schedule of Services TheMaverickGroup–USA ScheduleofServices  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. 1 1 Schedule of Services Schedule of Services2.0
  • 12. 2014 Statement of Qualifications – Schedule of Services TheMaverickGroup–USA ScheduleofServices  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. 12 Schedule of Services 2.0 Schedule of services
  • 13. Build 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 TheMaverickGroup–USA ScheduleofServices 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 2014 Statement of Qualifications – Schedule of Services 13 Statement of Capabilities
  • 14. TheMaverickGroup–USA ScheduleofServices 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