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Strategic Models & Technologies January 2008 Strategic Models 2007 Slide 1 Company Profile and Services What we can do, want to do, will do.

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Presentation on theme: "Strategic Models & Technologies January 2008 Strategic Models 2007 Slide 1 Company Profile and Services What we can do, want to do, will do."— Presentation transcript:

1 Strategic Models & Technologies January 2008 Strategic Models 2007 Slide 1 Company Profile and Services What we can do, want to do, will do for your Company and Its Success

2 Strategic Models & Technologies January 2008 Strategic Models 2007 Slide 2 Did you know that…. The world's largest customer is the U.S. Federal Government!! The US Government purchases more than US$500 billion annually on goods and services of nearly every kind. Did you know there are over 55,000 municipalities in the US !! Combined, state and local governments spend twice what the US Government spends each year! Over 400 Government agencies issue over 200,000 Research and Development grants annually. Each year, over US$50 billion is distributed in royalty-free no- return research grants to commercial organizations.

3 Strategic Models & Technologies January 2008 Strategic Models 2007 Slide 3 Strategic Models Mission Statement To supply our customers with the best service possible in the Federal, State and Municipal markets in either grants, registration or procurement environments. To give our Customers the necessary edge in all their Government Interactions. To be the very best in obtaining government resources in either R&D or Procurement. To represent our customers in the best way possible in their dealings with US Federal, State or Municipal authorities.

4 Strategic Models & Technologies January 2008 Strategic Models 2007 Slide 4 Company Profile A Full Service operations offering its customers a total solution package for all their US registration and grant submission needs. Founded in 1999 Strategic Models is a US based operation with offices in New York, Washington DC and Israel. With over 10 service managers worldwide, Strategic Models supplies its customers with professional services in Israel and the USA.

5 Strategic Models & Technologies January 2008 Strategic Models 2007 Slide 5 Meet Moti Gross, PhD Mother is very happy, her son is a Doctor! Completed PhD in Economics and Corporate finance in Has been involved in technical projects (Medical, Security, Communications etc.) for over 18 years. Operated in US Government environment since Has in depth knowledge of US Government procedures. Works both in Israel and the USA.

6 Strategic Models & Technologies January 2008 Strategic Models 2007 Slide 6 The Staff at Strategic Models USA Left to right: Ms. Jenifer Plotkin, Mr. Bruce Kovack, Ms. Felicity Andrews

7 Strategic Models & Technologies January 2008 Strategic Models 2007 Slide 7 So what does Strategic Models do? Assist in obtaining GSA Schedule registration.GSA Schedule registration – Preparing – Submitting – Negotiating Assist in submitting proposals for Federal Research GrantsFederal Research Grants – Preparing – Submitting – Negotiating Assist in focused agency based sales efforts in obtaining GSA contracts.sales efforts – Procurement efforts – Tendering

8 Strategic Models & Technologies January 2008 Strategic Models 2007 Slide 8 Contact Details USA 377 Park Ave South 3 rd Floor New York, NY, Tel: Fax: Israel 3 Ahuzat Bayit 4 th floor Tel Aviv, Tel: Fax:

9 Strategic Models & Technologies January 2008 Strategic Models 2007 Slide 9 Selling what the US Government needs to Buy

10 Strategic Models & Technologies January 2008 Strategic Models 2007 Slide 10 GSA Schedules FAQ Q: What is a GSA Schedule? A: A GSA schedule is an un-funded, five-year contract listing the prices the federal government has agreed to pay for a vendor's commercial products and services. The contract may be renewed for three five-year periods resulting in a 20-year contract if all renewals are executed. Q: When can I conclude a sale under the GSA Schedule? A: A GSA schedule contract is an official federal contract but it is not funded and it does not have products or services to deliver immediately. Funding occurs when an order is signed by a federal agency.

11 Strategic Models & Technologies January 2008 Strategic Models 2007 Slide 11 What is a GSA Schedule, exactly? Q: Schedules???? A: There are 62 categories of commercial products and services that vendors may apply for a GSA contract under. Known as schedules, these categories cover everything from industrial products, vehicles, computers and office products, to most categories of professional services. Today, GSA schedules are the favored purchasing mechanism for most federal buyers and an ideal sales and closing vehicle for vendors. Large federal contractors can have GSA schedule sales exceeding 100 million USD annually.

12 Strategic Models & Technologies January 2008 Strategic Models 2007 Slide 12 Getting on a GSA Schedule Q: How do I become an approved supplier? A: To be an approved supplier under a GSA schedule, the vendor must go through an arduous application process. Negotiating fair and reasonable prices for the products or services to be delivered is the most important aspect of application process. Q: What happens after I get on a schedule? A: If a contract is successfully negotiated, the vendor is placed on a list of approved suppliers for that particular schedule. Buyers for federal agencies can order using GSA Advantage, the online marketplace for GSA schedule product/services.

13 Strategic Models & Technologies January 2008 Strategic Models 2007 Slide 13 How does it work or How do I get paid? Q: How is an order generated under the GSA? A: An order under a schedule is a request for products and/or services. Approved vendors under a GSA schedule use the prices listed in their GSA contract to price orders received from federal agencies. Q: What about the competition? A:Competition for an individual GSA order is reduced significantly because the prices contained in a schedule are pre- determined at the time of contract award. However, direct sales efforts are usually required to generate an order. GSA vendors should not expect sales under the contract without focused, agency-based sales efforts.

14 Strategic Models & Technologies January 2008 Strategic Models 2007 Slide 14 The Federal Buyers Q: How do the buyers use GSA Schedules? A: Generally, federal buyers submit requests to three vendors on a schedule and select the winning vendor based on best value considerations. An approved order stands as a contract between the purchasing agency and schedule vendor, not between the vendor and GSA. However, it must conform to all the terms and conditions of the vendor's GSA schedule contract. Q: Can State and Municipal buyers use GSA schedules? A: State and local agencies can purchase directly from the Information Technology GSA schedule (IT70). State and local purchasing authority may be extended to other GSA schedules in the future.

15 Strategic Models & Technologies January 2008 Strategic Models 2007 Slide 15 GSA Registration Timeline At GSAINHOUSE Data Collection Offer Completion 4W Review & CO assignment Admin. Clarifications CO Negotiations Final Proposal rev. 3W 12W 2W 1W AWARD 26W

16 Strategic Models & Technologies January 2008 Strategic Models 2007 Slide 16 Federal Assisted Research

17 Strategic Models & Technologies January 2008 Strategic Models 2007 Slide 17 Federal Grant Program The US government funds technological development. Spends money on Intramural and Extramural R&D. – Intramural – government institutes – Extramural – non-government institutes Over 150 billion dollars was distributed for R&D in Approximately 50 billion dollars was distributed to Extramural R&D. Almost 750 million went to foreign performers. Federal R&D grants fund: – Basic Research – Applied Research – Development Some agencies fund more of Basic (NSF, NIH), some more of Applied and Development (DOD, USDA, EPA), some only Development (DHS, TSA)

18 Strategic Models & Technologies January 2008 Strategic Models 2007 Slide 18 Basic, Applied & Development Basic research Involves study and discovery of fundamental phenomena in science and technology as they relate to the development of new knowledge and improved applications. Applied research Involves examining and analyzing scientific and technological applications in terms of the underlying principles, as well as verifying new concepts. Development This is the process by which a new or improved applied research concept is incorporated in a device which is scheduled for production

19 Strategic Models & Technologies January 2008 Strategic Models 2007 Slide 19 Grant Making Agencies  U.S. Dept of Agriculture, USDA  U.S. Dept of Commerce, DOC  U.S. Dept of Defense, DOD  U. S. Dept of Education, ED  U. S. Dept of Energy, DOE  U.S. Dept of Health & Human Services, HHS  U.S. Dept of Housing & Urban Development, HUD  U.S. Dept of Interior, DOI  U.S. Dept of Justice, DOJ  U.S. Dept of Labor, DOL  U.S. Dept of State, DOS  U.S. Dept of Transportation, DOT  U.S. Treasury Department, TRE  Veterans Affairs, VA  U.S. Agency for International Development, USAID  Corp for Natl Cmty Service, CNCS  U.S. Environmental Protection Agency, EPA  Dept of Homeland Security, DHS  Inst of Museum & Library Services, IMLS  Natl Aeronautical & Space Admin, NASA  Natl Archives & Record Admin, NARA  Natl Endowment for Arts, NEA  Natl Endowment for Humanities, NEH  Natl Science Foundation, NSF  Small Business Admin, SBA  Social Security Admin, SSA

20 Strategic Models & Technologies January 2008 Strategic Models 2007 Slide 20 And many more sub-agencies! DoD Defense Contract Management Agency (DCMA) Defense Information Systems Agency (DISA) Defense Logistics Agency (DLA) Department of the Air Force (USAF) Department of the Army (USA) Department of the Navy (DON) Ballistic Missile Defense Organization Counter Intelligence Field Activity Defense Advanced Research Projects Agency Defense Intelligence Agency Defense Security Cooperation Agency Defense Threat Reduction Agency Missile Defense Agency National Geospatial-Intelligence Agency National Reconnaissance Office U.S. Special Operations Command Defense Advanced Research Projects Agency Advanced Technology Office (ATO) Defense Sciences Office (DSO) Information Exploitation Office (IXO) Information Processing Technology Office (IPTO) Microsystems Technology Office (MTO) Special Projects Office (SPO) Tactical Technology Office (TTO)

21 Strategic Models & Technologies January 2008 Strategic Models 2007 Slide 21 Why are US Federal R&D Grants Great! Fund 100% of the R&D budget No equity dilution No repayment of grant No royalties No IP limitations Some limitations on manufacturing Government receives only a “ non-exclusive royalty free license ” (for its own protection – allows the gov ’ t to step in if you do not fulfill your part) – Thousands of companies receiving federal funds sign this stipulation.

22 Strategic Models & Technologies January 2008 Strategic Models 2007 Slide 22 Difficulties in Federal Grant Submissions Registration through Grants.gov – need DUNS, NCAGE, CCR, AOR etc. Must be competitive No Interaction with Peer Reviewers Applications must be perfect “ Format ” is imperative. Rejection is frequent for: – Small fonts – Smaller margins – Federal laws – i.e. smoke free workplace Long time planning - several months until reply Application and Budget instructions – time consuming Page limitations on application – between pages for core technological document

23 Strategic Models & Technologies January 2008 Strategic Models 2007 Slide 23 National Institutes of Health Office of the Director National Institute on Alcohol Abuse and Alcoholism National Institute of Arthritis and Musculoskeletal and Skin Diseases National Cancer Institute National Institute of Diabetes and Digestive and Kidney Diseases National Institute of Dental and Craniofacial Research National Institute on Drug Abuse National Institute of Environmental Health Sciences National Institute on Aging National Institute of Child Health and Human Development National Institute on Deafness and Other Communication Disorders National Eye Institute National Human Genome Research Institute National Heart, Lung, and Blood Institute National Institute of Mental Health National Institute of Neurological Disorders and Stroke National Institute of General Medical Sciences National Institute of Nursing Research National Library of Medicine Center for Information Technology Center for Scientific Review National Center for Complementary and Alternative Medicine National Institute of Allergy and Infectious Diseases Fogarty International Center National Center for Research Resources Clinical Center National Institute of Biomedical Imaging and Bioengineering National Center on Minority Health and Health Disparities No funding authority

24 Strategic Models & Technologies January 2008 Strategic Models 2007 Slide 24 NIH Extramural Program Total NIH Budget – 29 billion USD Extramural Program – 3.5 billion USD Approximately 65,000+ grant applications are submitted to NIH each year, 30% are funded Competing grant applications are received for three review cycles per year Types of Solicitations: –Program Announcement (PA) – very broad and general –Request for Application (RFA) – very specific 80% of funds are to “Investigator Initiated” applications. Must apply electronically through grants. gov – SR424 forms.

25 Strategic Models & Technologies January 2008 Strategic Models 2007 Slide 25 REVIEW PROCESS FOR NIH RESEARCH GRANTS Small Business (Applicant) Principal Investigator Initiates Research Idea Conducts Research Submits application Allocates Funds $$ Center for Scientific Review Scientific Review Group Institute Advisory Council or Board Institute Director Assign toIC and SRG Review forScientific Merit Evaluate for Relevance Recommends Action Takes final action for NIH Director Research Grant Application (PI) National Institutes of Health

26 Strategic Models & Technologies January 2008 Strategic Models 2007 Slide 26 Timeline Oct 1/Nov 1*‘06Feb Mar ‘07Mar- Jun‘07May/Jun ‘07Jul 1 ‘07 Feb 1/Mar 1* ‘06 Jun 1/Jul 1* ‘06 Jun Jul ‘06 Oct Nov ‘06 Sep 30‘06 Nov- Feb‘07 Sep/Oct ‘06 Jan/Feb ‘07 Dec 1 ‘06 Apr 1 ‘07 Standard Receipt Date (new/ *revised and continuation) Initial Peer Review Funds Released for Payline Grants Chosen for Expedited Second- Level Review Council Meeting; Funding Approved for Nonexpedited and Special Action Awards SubmissionReviewPost-Review Phase Anticipated Award

27 Strategic Models & Technologies January 2008 Strategic Models 2007 Slide 27 Types of Grants Solicited or Investigator-Initiated – Regular Research Grant: R01 – Exploratory Grant: R21 – Program Project Grant: P01 – Specialized Programs of Research Excellence (SPORE) – Other – CORE, CDRCC – Small Business Innovative Research Grant (SBIR) – R43, R44 Technology Transfer Research (STTR) – R41, R42

28 Strategic Models & Technologies January 2008 Strategic Models 2007 Slide 28 Department of Defense (DOD) And much, much more!

29 Strategic Models & Technologies January 2008 Strategic Models 2007 Slide 29 Department of Defense DOA, DON, USA, USAF, DARPA, USSOC, DTRA Main agencies for Defense related projects Operate through BAA system Largest extramural budget (over 6 billion annually) Basic, applied and development research Awards are based on Grants, Cooperative Agreements, Contracts, Technology Investment Agreements, and/or Other Transaction for Prototype “ 845 ” Agreements 80% of funding is based on solicitations. Interaction with Program Managers is encouraged

30 Strategic Models & Technologies January 2008 Strategic Models 2007 Slide 30 Elements of Broad Agency Announcements (BAA) Synopsis in Grants.gov or in agency website BAA in form of Proposer Information Pamphlet (PIP) Utilizes DoD Form 254 (if applicable) TIME PERIOD(S) – Generally open for 1 yr after date of publication – Initial round of proposals due NLT 45 days after – publication – Proposals received after initial cut-off date will be evaluated/selected based on availability of subsequent program funding, if available.

31 Strategic Models & Technologies January 2008 Strategic Models 2007 Slide 31 Timeline (months) BAA Publication T=0 White Paper Submission T=1.5 WP Feedback And Recommendation T=2.5 Full Proposal Submission T=4.0 Award T=5 Contract T=6

32 Strategic Models & Technologies January 2008 Strategic Models 2007 Slide 32 Miscellaneous There are many agencies and departments. Find those that are suitable Simultaneous Solicitations for same technology. Investigate further – which solicitations are suitable for you! Use an expert (me!) Contact program manager Continue re-submitting even if at first you did not succeed.

33 Strategic Models & Technologies January 2008 Strategic Models 2007 Slide 33 Do ’ s and Don ’ ts Do Give yourself enough time to submit Give yourself enough time to submit Adhere 100% to application rules - not 99% not 101% Adhere 100% to application rules - not 99% not 101% Cover all criteria in solicitation Cover all criteria in solicitation Address all weak points in application Address all weak points in application Apply to multiple agencies when possible Apply to multiple agencies when possible Don ’ t  Expect flexibility – No “ Israeli Combinot ” !  Make claims you can ’ t support. Everything must be supported  Apply without US partner. Not mandatory but helps  Ask for excessive budget that cannot be defended  Round corners

34 Strategic Models & Technologies January 2008 Strategic Models 2007 Slide 34 Procurement and Tendering Services

35 Strategic Models & Technologies January 2008 Strategic Models 2007 Slide 35 Procurement and Tendering Services Strategic Models assists in identifying tendering opportunities for businesses in the Federal, State and Municipal environment. By utilizing modern, state-of-art notification techniques, Strategic Models is able to give our clients relevant solicitations within hours of publication. Applying focused sales contacts with the various government agencies, gives businesses an “edge” over competitors. Identifying, contacting, preparing and submitting RFI’s, RFQ’s, RFP’s, tenders and bids, enables us to assist our customers in achieving a market advantage.

36 Strategic Models & Technologies January 2008 Strategic Models 2007 Slide 36 Procurement Establishing agency focused direct sales methods to the various procurement and buying agencies in Federal. State and Municipal agencies. Assisting our customers in establishing the necessary strategy by identifying and contacting the necessary procurement channels. Supporting the above actions with the necessary documentation.

37 Strategic Models & Technologies January 2008 Strategic Models 2007 Slide 37 Tendering Services Registered in all major tendering databases. Receiving daily inputs from Federal Register, Early Bird, NextGov, Grants.gov, FedBizOpps and more. Preparing together with the customer the necessary documentation and registration (if required) in order to submit bids under specific tenders. Establishing “Sol” tenders on the basis of contacts with relevant government agency authority.

38 Strategic Models & Technologies January 2008 Strategic Models 2007 Slide 38 Contact Us! Give us a call to schedule a no-cost, no-commitment meeting. We’ll give you a direct assessment of your requirements based on your inputs. At the least, you’ll receive some general information how the US Federal, State and Local governments procure goods and services and what needs to be done to “tap into” that market. Remember! Strategic Models strives to give its customers the best market value for our services.

39 Strategic Models & Technologies January 2008 Strategic Models 2007 Slide 39 Contact Details USA 377 Park Ave South 3 rd Floor New York, NY, Tel: Fax: Israel 3 Ahuzat Bayit 4 th floor Tel Aviv, Tel: Fax:

40 Strategic Models & Technologies January 2008 Strategic Models 2007 Slide 40


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