Norcal PTACNorthern California Procurement Technical Assistance Center

“Essentially, Norcal PTAC assisted me in the steps to market to government entities: What to prepare—the Statement of Qualifications, when to attend small business and veteran business events, and how to make connections and submit bids on government opportunities.”

Learning Consultants

BACKGROUND

Learning Consultants is a bay area Service-Disabled Veteran-Owned Small Businesses that provides a wide variety of learning solutions. Their services include IT and business training, custom curricula development, and other learning-related consultation and support. Learning topics range from various software, hardware, and cybersecurity to interpersonal and professional development.

CHALLENGES

While Jeff Wishner, President of Learning Consultants, was familiar with the Federal Business Opportunities website (FBO.gov) and had submitted bids in the past, he wasn’t familiar with the communication and follow- up practices of working with government procurement (i.e. direct connections, capabilities documents, etc.). Further, he wasn’t familiar with opportunities outside of FBO.gov nor how to identify them.

ACTIONS

A Norcal PTAC Procurement Specialist helped Jeff identify bid opportunities though a custom bid match profile, discussed proposal submissions, templates and formats for effective marketing to government buyers, and shared procurement forecasts, resources and training opportunities. With some guidance, Jeff completed all of his eligible state and federal certifications, received his cybersecurity certification, produced a capabilities statement, and initiated a plan for connecting with government procurement agents to establish an ongoing relationship for opportunities that might not arise on FBO.gov.

RESULTS

Jeff has completed all eligible state and federal registrations, and designed marketing materials specific to government procurement. Jeff has further submitted bids for a number of RFI’s and RFP’s, attended numerous presolicitation meetings and industry days, and will be attending the National Veterans Small Business Engagement event in Nashville, TN in December 2019. Jeff expects to win his first contract in the very near future.

Get free guidance from our specialists

To receive one-on-one counseling, complete our online application and a member of Norcal PTAC will follow-up with you and help you achieve your procurement goals.
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This procurement technical assistance center is funded in part through a cooperative agreement with the Defense Logistics Agency