jan zappold founder and managing partner zappold advisors llc e-mail:...

Jan ZappoldFounder and Managing Partner

Zappold Advisors LLC

E-mail: [email protected]

EIN: 26-0885460DUNS: 807783027

554 North Frederick Avenue, Suite 238Gaithersburg, MD 20877-2504

Phone: (301) 355-9165Fax: (301) 637-3346

Ensuring Your Success Through Our Experience….

Overview Our Services

Information Technology Management Program and Project Management Strategic Development and Transformation Business Intelligence Enterprise Content Management IT Services Management

Our Products Quality Certifications

Capability Maturity Model Integration for Development (CMMI-DEV) Level 2 - Pending ISO 9001:2008 - Pending

Small and Minority-Owned Business Certifications U.S. Small Business Administration: 8(a) Business Development Program Minority Supplier Development Council: MBE Maryland Department of Transportation: MBE/DBE Virginia Department of Minority Business Enterprise: MBE/DBE and SWaM

Past Performance and Contracting Vehicles DHS Enterprise Acquisition Gateway for Leading Edge Solutions (EAGLE) DHS Customs and Border Protection Administrative and Professional Services (CAPS) NIH Chief Information Officer Solutions & Partners 2 Innovations (CIO-SP2i)

U.S. General Services Administration (GSA) Schedules Mission Oriented Business Integrated Services (SIN 874-1: Consulting Services and SIN 874-7: Program and Project Management) IT Schedule 70 (SIN 132-51: Information Technology Professional Services)

Client Engagements and Qualifications

http://www.zappoldadvisors.com/

Agenda


Zappold Advisors LLC was founded in 2007 and offers experience in successfully designing, building, integrating and operating mission-focused solutions. Our program managers use innovative program management tools and apply industry-leading best practices to help you achieve project success on time and within budget, including:

Extensive knowledge of industry best practices, including the tenants of the Project Management Institute (PMI®), with program managers certified as Program Management Professionals (PMPs). Significant expertise and industry scope in program management with proven process-oriented and customer-centric Six Sigma Quality experience. Demonstrated accomplishments in executing programs of various size, scope, and complexity. Considerable experience with numerous proven project management tools (including MS SharePoint).

Whether we are implementing your mission-critical project or giving you the tools to manage it yourself, you can count on Zappold Advisors LLC to ensure program management success. We work with our customers to:

Assign dedicated program managers to actively marry content, tools, and procedures. Engage senior leadership to use the common work environment to make decisions and conduct management functions such as issue resolution, risk mitigation, work planning, staffing, and budgeting. Build common work environment for program managers and collaborators.

Providing and Assisting In the Execution of Numerous andLarge Multi-Faceted Programs.

Overview

Agencies Utilizing Our Services:U.S. Customs and Border Protection– Securing America’s Borders at Ports of Entry– Western Hemisphere Travel Initiative– Electronic System for Travel Authorization

District of Columbia Government– Office of the Chief Technology Officer

National Institutes of Health – Office of Information Technology


Zappold Advisors LLC has been able to develop niche areas where we are able to provide superior service to our current and future clientele base: Understanding our clientele’s unique needs: As a small business, our consultants seldom require to “switch”, or leave, programs. Once our consultant teams with the client, it becomes a partnership, and our associate remains with the team for the tenure of the program. Helping to make the most out of existing technology: Being on a limited budget, we maximize the use of existing technologies to its fullest. The technological support we provide to our clients are fully utilized using existing technical resources and capabilities, such as MS Office Suite for process reengineering, database management and fit/gap analysis.

Ensuring Best Practices to Achieve Goals: “Best Practices” is not a stagnant process, it does not simply stop when the consultant

leaves the program; it is continuous, cyclical, and ever changing. As a small firm, we are able to remain on site, at a minimal cost, continue the process of achieving “Best Practices”, quality manage-ment. Having an understanding on how the program is doing, esp-ecially with a new, highly specialized team can be taxing. However,

we understand that asking the right questions is the key to conducting a successful evaluation of where the program is going with its vision, eliminating the need for a new team to continue the work: Where are we going? How will we get there? How will we measure our progress along the way? How much did it cost us?

Utilizing Best Practices And a Rigorous FrameworkTo Meet and Exceed Customer Expectations.

Overview (Continued)

Agencies Utilizing Our Services:U.S. Customs and Border Protection– Securing America’s Borders at Ports of Entry– Western Hemisphere Travel Initiative– Electronic System for Travel Authorization

District of Columbia Government– Office of the Chief Technology Officer

National Institutes of Health – Office of Information Technology


Information Technology ManagementWe focus on assisting clientele with exploring and understanding IT as a corporate or business resource that determines both the strategic and operational capabilities in designing and developing products and services for maximum customer satisfaction, corporate productivity, profitability, and competitiveness advantage. In the end, designing and implementing customized solutions that fit the needs of each client, and focusing on providing IT solutions to meet our client’s organizational and technological needs.

Program and Project ManagementWe provide and assist in the execution of numerous and large multi-faceted programs, and serve as primary interface with key stakeholders, multiple business management departments to ensure that project requirements are met. We also perform various program manager functions, including monitoring financial status and identifying program risks. As well as ensure completion of detailed schedules for projects from initiation to delivery, and implement overall business process improvements and project management best practices.

Strategic Development and TransformationThe first fundamental rule of good business: strategy first, tactics second. Successful organizations deploy information technologies that into account all the forces - external and internal - influencing their landscape, environment, and capabilities. Our understanding of the Government and industry dynamics allows us to offer a broad range of strategic consulting services. We help identify key client business issues by evaluating and making recommendations on short/long-term core strategies by gathering data and performing research to evaluate technology gaps.

NAICS Codes Supported

NAICS Description541511 Custom Computer

Programming Services541512 Computer Systems Design

Services541519 Other Computer Related

Services541611 Administrative Management

and General Management Consulting Services

541618 Other Management Consulting Services

541990 All Other Professional, Scientific, and Technical Services

561499 All Other Business Support Services

611430 Professional and Management Development Services921190 Other General Government

Support

Creating Synergy Between Our Service Offeringsand Your Organizational Requirements.

Our Services


Business IntelligenceIn today's rapidly changing world, decision making occurs more frequently and at all levels of an organization. Many organizations invest in their core data infrastructures to facilitate accurate information dissemination. We deploy solutions for our clients that support the decision-making needs of end users, delivering the right information to the right individuals at the right time.

Enterprise Content ManagementAt the heart of your ability to excel, is how well information pumps and flows throughout your organization. We take a holistic view of your enterprise to devise architecture blueprints to modernize your agency, so you can accomplish more with less.

IT Services ManagementWe manage rapidly changing business environments by building infrastructures that form the foundation for business opportunities. In the end, we develop tools and integrate resources that are a precise fit to our client's needs, size, and budget. Unlike many other businesses, we are not married to specific manufacturers or solutions providers that will limit the scope of our offerings. This means that our clients always receive solutions that are creative, precise, comprehensive, and appropriate to their needs and budget.

Creating Synergy Between Our Service Offeringsand Your Organizational Requirements.

Our Services (Continued)

NAICS Codes Supported

NAICS Description541511 Custom Computer

Programming Services541512 Computer Systems Design

Services541519 Other Computer Related

Services541611 Administrative Management

and General Management Consulting Services

541618 Other Management Consulting Services

541990 All Other Professional, Scientific, and Technical Services

561499 All Other Business Support Services

611430 Professional and Management Development Services921190 Other General Government

Support


We have forged strategic alliances with leading industry leaders to better serve the present and future needs of our clientele and to further enhance our product scope and technical capabilities – including the following top-tier vendors:

Our Products ComplimentYour Current Technological Needs and Infrastructure.

Our Products

Microsoft Hewlett-Packard Dell Cisco Tandberg Autonomy IBM EMC2 Oracle Citrix Adobe OPNET VMWare K2 Symantec Fujitsu Hitachi SGI CA Technologies


Our Commitment to Provide Excellence Through Quality.

Quality Certifications

Capability Maturity Model Integration for Development (CMMI-DEV) Level 2 – PendingIn our effort to continually provide a world-class process improvement methodology for our clientele, Zappold Advisors LLC is excited to announce our efforts in attaining the Capability Maturity Model Integration for Development (CMMI-DEV) Level 2 Appraisal rating.

CMMI is recognized as the standard within industry for maturity in critical software development processes. Zappold Advisors LLC's CMMI Level 2 rating will be an independent validation that the firm has standardized, defined, and documented processes in their software development practice, and it indicates repeatability, predictability, and consistency in performance and delivery.

Once Zappold Advisors LLC attains its CMMI Level 2 certification, it will signify our continued commitment to delivering quality services and products. For our clientele, it will mean that they can be comforted by the knowledge that we are providing them with an extra level of assurance that they will receive quality solutions and deliverables through the integration and coordination of our project management and systems development processes that meet CMMI standards and expectations.


Quality Certifications (Continued)

ISO 9001:2008 – PendingZappold Advisors LLC is proud to announce that it is currently in the process of attaining its ISO 9001:2008 quality certification.

In order to secure its ISO 9001:2008 certification, Zappold Advisors LLC is being thoroughly evaluated across the entire firm's management system; from operations and information systems to accounting, human resources and customer service.

Once we attain our ISO 9001:2008 certification, it will further validate Zappold Advisors LLCs commitment to being a world-class firm that our current and future clientele can depend on to provide the services and products they require on a consistent and timely basis. Our ISO 9001:2008 certification will also symbolize our commitment to continually improving our management system and providing the service our clients have grown to expect.

Globally recognized and respected, the ISO 9001:2008 standard is set by the International Organization for Standardization (ISO), a Geneva-based worldwide federation of national standards bodies. Certification to ISO 9001:2008 will validate that Zappold Advisors LLC has a dedicated, quantifiable quality management system and is committed to continuously improving the process as appropriate.

Our Commitment to Provide Excellence Through Quality.


U.S. Small Business Administration8(a) Business Development Program

Minority Supplier Development CouncilMinority Business Enterprise (MBE)

Maryland Department of TransportationMinority Business Enterprise/Disadvantaged Business Enterprise (MBE/DBE)

Virginia Department of Minority Business EnterpriseMinority Business Enterprise/Disadvantaged Business Enterprise (MBE/DBE) and Small, Women and Minority (SwaM) Owned Business

Washington Metropolitan Area Transit AuthorityDisadvantaged Business Enterprise (DBE)

District Department of TransportationDisadvantaged Business Enterprise (DBE)

Relevant Certifications to Ensure You MeetYour Small and Minority Business Set-Aside Goals.

Small and Minority-Owned Business Certifications


DHS Enterprise Acquisition Gateway for Leading Edge Solutions (EAGLE)The Enterprise Acquisition Gateway for Leading-Edge Solutions (EAGLE) is a multiple-award indefinite delivery/indefinite quantity (IDIQ) contract vehicle, specifically designed as the preferred source of information technology (IT) services for the majority of the Department of Homeland Security’s (DHS) enterprise infrastructure and initiatives. Within EAGLE, our specific IT service solutions fall within Functional Category 5 – Management Support Services.

CBP Administrative and Professional Services (CAPS)The CBP Administrative and Professional Services (CAPS) is a multiple-award indefinite delivery/indefinite quantity (IDIQ) contract vehicle specifically designed as the preferred source for the acquisition of all organizational consulting, financial, procurement, and administrative services for the Customs and Border Protection’s (CBP) initiatives.

NIH Chief Information Officer Solutions & Partners 2 Innovations (CIO-SP2i)The NIH Chief Information Officer Solutions & Partners 2 Innovations (CIO-SP2i) is a multiple-award indefinite delivery/indefinite quantity (IDIQ) contract vehicle offering CIOs strategic, agency-level support, as well as project-oriented IT solutions.

Building Credibility and Past Performance byEnsuring the Success of Our Clients.

Past Performance and Contracting Vehicles


Mission Oriented Business Integrated Services (SIN 874-1: Consulting Services andSIN 874-7: Program and Project Management)Contract Period: March 25, 2011 - March 24, 2016Contract Number: GS-10F-0158X

The MOBIS contract offers a full range of management and consulting services that can improve a federal agency's performance and their endeavor in meeting mission goals. Services under the Consulting Services SIN include:

Expert advice, assistance, guidance or counseling in support an agency's mission-oriented business functions, including the following services: Management or strategy consulting Program planning, audits, and evaluations Studies, analyses, scenarios, and reports relating to business programs or initiatives Executive/management coaching services Policy and regulation development assistance

Services under the Program and Project Management SIN include:

Project leadership and communications with stakeholders; project planning and scheduling; earned value management support; project management, including performance monitoring and measurement; reporting and documentation associated with project/program objectives; stakeholder briefings, and related project support services; program integration services; and project close-out services.


U.S. General Services Administration (GSA) Schedules

Contract #: GS-10F-0158X


IT Schedule 70 (SIN 132-51: Information Technology Professional Services)

Contract Period: November 29, 2011 - November 28, 2016Contract Number: GS-35F-0091Y

IT Schedule 70 allows for choice, flexibility, ease of use and access to the highest quality of IT products, services and solutions from small businesses and industry giants. Services under the IT Professional Services SIN include:

Resources and facilities management, database planning and design, systems analysis and design, network services, programming, millennium conversion services, conversion and implementation support, network services project management, data/records management, subscriptions/publications (electronic media), and other services.


U.S. General Services Administration (GSA) Schedules

Contract #: GS-35F-0091Y


U.S. Customs and Border Protection (CBP)From May of 2008 to September of 2009, Zappold Advisors LLC had been supporting the U.S. Department of Homeland Security’s (DHS) U.S. Customs and Border Protection (CBP) agency’s Securing America’s Borders at Ports of Entry (SABPOE) Strategic Planning Division within the Office of Field Operations (OFO) developing the mission, goals, objectives, strategies, and actions. Zappold Advisors LLC staff members, alongside the SABPOE project management office (PMO), developed OFO’s strategic plan, outlining the division’s mission and performing analysis of their environments, strengths, weaknesses, opportunities and threats (SWOT); internal and external to the organization.

Zappold Advisors LLC consultants had been actively present at CBP advising-assisting with general ad-hoc consulting work such as strategic planning and management consulting. Zappold Advisors LLC also continued to perform various consulting services like assisting in all types of mission-oriented functions and recording short and long-term core strategies for initiatives relating to OFO’s strategic plan. Additionally, Zappold Advisors LLC staff members were responsible for determining and monitoring task order schedules and budgets; and ensuring compliance with all contract and task order requirements and quality standards. We also provided technical guidance to the PMO project team in performance of the work; and provide quality review of assigned work products.

Customer Name:U.S. Customs and Border Protection (CBP)

Prime Contractor:Creative Computing Solutions, Inc.

Contract Vehicle:Enterprise Acquisition Gateway for Leading Edge Solutions (EAGLE)

Contract Name:CBP Office of Field Operations Electronic Program Management Office Support ServicesContract Number:HSBP1008J21590

Period of Performance:May 29, 2008 – September 30, 2009Dollar Value of Contract:$421,901.47

POC Name:Stephanie Donahue (COTR)POC Phone:(202) 344-2273POC E-mail: [email protected]

Showcasing Our Qualifications in OrderTo Provide You With the Same Level of Service and Satisfaction.

Client Engagements and Qualifications


Other responsibilities encompassed maintaining the 15 individual SABPOE Strategic Initiatives. Zappold Advisors LLC used a systematic approach in measuring compliance with the organizations policies and procedures while verifying SABPOE’s success in achieving stated objectives. The initial 16 strategic objectives, laid-out in project plan, were closed and deemed complete. The additional objectives obtained during an audit analysis mid-way are on-going, and are still being supported by the Zappold Advisors LLC Program Manager. We also analyzed OFO’s business processes, procedures and activities with the goal of highlighting organizational problems and recommended solutions for the successful completion of the 16 initiatives. Staff members of Zappold Advisors LLC had been in charge of requirements gathering for additional Initiatives within the SABPOE framework, including (but not limited to):

Interviewing subject matter experts and related needs. Organizing complex information into understandable activity areas. "Translating" Government-centric language into business language and vice versa. Ensuring stakeholder involvement at all levels of involvement. Drafting clear and concise written documentation for users and ePMO developers. Working successfully with multidisciplinary teams.

We provided input for deliverables, key decision points, and management services, as well as performing general research tasks, including developing general Microsoft PowerPoint presentations for briefings. Additional ad-hoc duties included providing graphics development for executive level presentations and statistical analysis of MS Excel based training reports.

Showcasing Our Qualifications in OrderTo Provide You With the Same Level of Service and Satisfaction.

Client Engagements and Qualifications (Continued)

Customer Name:U.S. Customs and Border Protection (CBP)

Prime Contractor:Creative Computing Solutions, Inc.

Contract Vehicle:Enterprise Acquisition Gateway for Leading Edge Solutions (EAGLE)

Contract Name:CBP Office of Field Operations Electronic Program Management Office Support ServicesContract Number:HSBP1008J21590

Period of Performance:May 29, 2008 – September 30, 2009Dollar Value of Contract:$421,901.47

POC Name:Stephanie Donahue (COTR)POC Phone:(202) 344-2273POC E-mail: [email protected]

Ensuring Your Success Through Our Experience….

jan zappold founder and managing partner zappold advisors llc e-mail:...

Documents

services management

program management success

dedicated program managers

conduct management functions

consulting services

project success

small business administration

missioncritical project