1. www.mnptac.org
Pat Dotter
Southwestern Area Manager, PTAC MN
pdotter@mnptac.org
www.mnptac.org
507-549-3193
February 20, 2014
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Capabilities & More *

2. www.mnptac.org
Agenda for the Today
 Line Cards (one page capabilities)
 Capability Statements
 Past Performance Narrative
Discuss structure, design, information & review of:
 Business Cards
 Letterhead, Email Signatures

3. www.mnptac.org
 Capabilities Statement *
(one page – “Line Card”)
Electronic Extension of your Business Card –
₋ Much more information – NO BS, No fillers
₋ ONE page, business capabilities, information
₋ Core Competencies, Past performance
₋ Differentiators, Capacity
₋ no less than 10pt font
₋ Design – Layout: your choice, pix(s)? (optional)
₋ Logos – for company & contracts or programs
(Include the tag line, other branding?)
₋ Balanced appearance, organized, informational,
stress the key points, name drop, wrap up

4. www.mnptac.org
Capabilities Statement “DO’s”
• DUNS, CAGE, NAICS with descriptors
• Certifications, Verifications
(federal first, then state)
• Phone, Fax, Professional email, physical
address with zip+4
• Business name, tagline if needed
• Web address, contact email
• Socio-economic category
• GSA Contract logos, program
• Name drop the best (speaks to capabilities)

5. www.mnptac.org
Capabilities Statement “DO’s”
• Brag about BUSINESS, Capabilities
(discrete, logo or statement, small print)
• Major accomplishments, projects
(new technology, new industry, etc.)
• General personnel statements
• Past Projects, “includes”, largest project
• Extra Values, Problems you can solve
• Name drop the best

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Cap. Statement “DON’Ts”
 Focus on personal, personnel
 Brag about individual awards or
accomplishments
 Highlight the Boss
 Too many pictures (have purpose)
 Detracting background or pictures
 Small font or hard to read font
 Duplicate Information

7. www.mnptac.org
 Capabilities Statement *
(Line Cards)
 Focused on Business
 One page Elevator Speech (Capabilities)
 A “Snap Shot” of what the business can
bring to the table
 Include the criteria – NAICS, DUNS, CAGE,
Socio-Econ Goal, contacts, info, web
address, location, physical address, etc.
 Look Good, balanced, effective, communicate
YOUR JOB TO MAKE IT WORK

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 Capabilities Statement
(for contract)
• Used to evaluate the businesses capacity to perform
• Used to make final decision, B2B comparison
Should include:
- experience
- past performance
- key personnel & qualifications
- facilities, equipment
- understanding of work to be performed

9. www.mnptac.org
 Capabilities Statement *
• This should be a living document
• Updated on a regular basis
• Any time changes occur
• Different document created from this base
for each specific agency or solicitation
• Should align with the project focus
• Project focus changes, key people

10. www.mnptac.org
 Past Performance Narrative *
This should be a living document base:
• Created at end of every project
• Archived for future use in Solicitations
Narrative should include:
• Specifics of the project
• Attention to details, methods, systems
• Key personnel involved, qualifications
• Project focus, results

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 Past Performance Narrative
Should also include:
• Any problems that occurred
• Subsequent resolutions
• Key players, names, contact info
• Key agency/company people, info, contacts
From this database, future agency specific
documents will be created as needed

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 Past Performance Narrative
Each new document created should:
• Align with the particular project focus
• Provide the appropriate key personnel
• Meet the requirements of that particular
solicitation (page limitations, font size)
• Follow all instructions
Ultimate Goal:
project the exact type of company, with exact
capabilities for the project proposed

13. www.mnptac.org
Agenda for the Today
 Line Cards (one page capabilities)
 Capability Statements
 Past Performance Narrative
 Discuss structure, design, information & review of:
Business Cards
Letterhead, Email Signatures

14. www.mnptac.org
• Purpose?
– Who you are, what you do, contact info,
calling card, business name, your title,
location
• Criteria – Government Perspective
– What is your business, what does your
business do, where can I find your business,
how can your business help me?
 Business Cards *
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• What’s in YOUR business name?
“What is your Business??”
• What does your business do?
- Do you need a tagline?
• 3 to 5 word explanation, not brand recognition,
that clearly provides a picture of what you do
- NAICS codes – pick your focus, your best
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Alphabet? Actual Business? Mystery service?
Will a stranger know what this business does?

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• LOCATION, DUNs, CAGE, website url?
– Location – City and State, physical address not
necessary
– D-U-N-S (Data Universal Numbering System)
number is a unique nine digit identification number,
for each physical location of your business, used to
identify a business. It is a “social security number” for
businesses world-wide, but not officially used for
anything other than identification of a business and
not even necessarily required. DUNs IS required to do
business with the government
“Where do I find your Business?”
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• LOCATION, DUNS, CAGE, website url?
– CAGE (Commercial and Government Entity) Code -
standardized method which identifies specific facility and its
location. Always 5 alpha-numeric characters assigned by the
DLIS (Defense Logistics Information System)
– Website url – do you have one? Use www. Or http://
– Contact information – person, title, phone, email
(professional)
“Where do I find your Business?”
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“How can YOUR business help me?”
How can your BUSINESS help Uncle Sam?
• What do you bring to the table?
- Are you a preference program goal? 8a, Minority,
WOSB, EDWOSB, SDVOSB, VOSB, or HUBZone? DBE
through DOT? (socio-economic marketing)
- Are you on a GSA schedule? GSA program?
Schedule #, GSA STARS?, Approved PBS, TMSS?
- Others? Room for GSA logo?
• State certifications?
- list Federal first, then State
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19. www.mnptac.org
• Format of the business card:
– Font size 10 +, style
– Layout – (follow any logo rules if they apply)
– Detractors? – color, background color,
combinations of colors or style? Too busy?
• This is the first “FACE” of YOUR
company
 Business Cards
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20. www.mnptac.org
 Purpose?
 Criteria – Government Perspective
 What is your Business?
 What does your business do?
 Where do I find your Business
 Who do I talk to?
 How can your BUSINESS help Uncle Sam?
 Format?
 Business Cards
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 Email Signature
• Signature – extension of YOU & the business
- your contact name, title, phone, email
- Business name, tagline (optional), logo
(optional), important qualifiers (socio-
econ goals)
• EMAIL!
• Message Board – your choice
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22. www.mnptac.org
Agenda for the Today
 Line Cards (one page capabilities)
 Capability Statements
 Past Performance Narrative
 Discuss structure, design, information & review of:
 Business Cards
 Letterhead, Email Signatures

23. www.mnptac.org
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visit our website:
www.mnptac.org