Jan Zappold
Founder and Managing Partner
Zappold Advisors LLC
E-mail: jan.zappold@zappoldadvisors.com
EIN: 26-0885460
DUNS: 807783027
554 North Frederick Avenue, Suite 238
Gaithersburg, MD 20877-2504
Phone: (301) 355-9165
Fax: (301) 637-3346
Ensuring Your Success Through Our Experience….
Agenda
 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/
Overview
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.
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
Providing and Assisting In the Execution of Numerous and
Large Multi-Faceted Programs.
http://www.zappoldadvisors.com/
Overview (Continued)
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
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 management. Having an understanding on how the program is doing, espAgencies Utilizing Our Services:
ecially with a new, highly specialized team can be taxing. However, U.S. Customs and Border Protection
we understand that asking the right questions is the key to conducting a successful evaluation – Securing America’s Borders at Ports of Entry
of where the program is going with its vision, eliminating the need for a new team to continue – Western Hemisphere Travel Initiative
– Electronic System for Travel Authorization
the work:
District of Columbia Government
 Where are we going?
– Office of the Chief Technology Officer
 How will we get there?
 How will we measure our progress along the way?
National Institutes of Health
– Office of Information Technology
 How much did it cost us?
a
Utilizing Best Practices And a Rigorous Framework
To Meet and Exceed Customer Expectations.
http://www.zappoldadvisors.com/
Our Services
Information Technology Management
We 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 Management
We 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.
NAICS Codes Supported
NAICS
541511
541512
541519
541611
541618
541990
Strategic Development and Transformation
The 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.
561499
611430
921190
Description
Custom Computer
Programming Services
Computer Systems Design
Services
Other Computer Related
Services
Administrative Management
and General Management
Consulting Services
Other Management
Consulting Services
All Other Professional,
Scientific, and Technical
Services
All Other Business Support
Services
Professional and
Management Development
Services
Other General Government
Support
Creating Synergy Between Our Service Offerings
and Your Organizational Requirements.
http://www.zappoldadvisors.com/
Our Services (Continued)
Business Intelligence
In 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 Management
At 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 Management
We 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.
NAICS Codes Supported
NAICS
541511
541512
541519
541611
541618
541990
561499
611430
921190
Description
Custom Computer
Programming Services
Computer Systems Design
Services
Other Computer Related
Services
Administrative Management
and General Management
Consulting Services
Other Management
Consulting Services
All Other Professional,
Scientific, and Technical
Services
All Other Business Support
Services
Professional and
Management Development
Services
Other General Government
Support
Creating Synergy Between Our Service Offerings
and Your Organizational Requirements.
http://www.zappoldadvisors.com/
Our Products
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:
 Microsoft
 Hewlett-Packard
 Dell
 Cisco
 Tandberg
 Autonomy
 IBM
 EMC2
 Oracle
 Citrix
 Adobe
 OPNET
 VMWare
 K2
 Symantec
 Fujitsu
 Hitachi
 SGI
 CA Technologies
Our Products Compliment
Your Current Technological Needs and Infrastructure.
http://www.zappoldadvisors.com/
Quality Certifications
Capability Maturity Model Integration for Development (CMMI-DEV) Level 2 – Pending
In 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.
Our Commitment to Provide Excellence Through Quality.
http://www.zappoldadvisors.com/
Quality Certifications (Continued)
ISO 9001:2008 – Pending
Zappold 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.
http://www.zappoldadvisors.com/
Small and Minority-Owned Business Certifications
U.S. Small Business Administration
8(a) Business Development Program
Minority Supplier Development Council
Minority Business Enterprise (MBE)
Maryland Department of Transportation
Minority Business Enterprise/Disadvantaged Business Enterprise (MBE/DBE)
Virginia Department of Minority Business Enterprise
Minority Business Enterprise/Disadvantaged Business Enterprise (MBE/DBE) and Small,
Women and Minority (SwaM) Owned Business
Washington Metropolitan Area Transit Authority
Disadvantaged Business Enterprise (DBE)
District Department of Transportation
Disadvantaged Business Enterprise (DBE)
Relevant Certifications to Ensure You Meet
Your Small and Minority Business Set-Aside Goals.
http://www.zappoldadvisors.com/
Past Performance and Contracting Vehicles
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 multipleaward 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 by
Ensuring the Success of Our Clients.
http://www.zappoldadvisors.com/
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)
Contract Period: March 25, 2011 - March 24, 2016
Contract 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 missionoriented 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.
Contract #: GS-10F-0158X
Building Credibility and Past Performance by
Ensuring the Success of Our Clients.
http://www.zappoldadvisors.com/
U.S. General Services Administration (GSA) Schedules
IT Schedule 70 (SIN 132-51: Information Technology Professional Services)
Contract Period: November 29, 2011 - November 28, 2016
Contract 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.
Contract #: GS-35F-0091Y
Building Credibility and Past Performance by
Ensuring the Success of Our Clients.
http://www.zappoldadvisors.com/
Client Engagements and Qualifications
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 Services
Contract Number:
HSBP1008J21590
Period of Performance:
May 29, 2008 – September 30, 2009
Dollar Value of Contract:
$421,901.47
POC Name:
Stephanie Donahue (COTR)
POC Phone:
(202) 344-2273
POC E-mail:
stephanie.d.donahue@cbp.dhs.gov
Showcasing Our Qualifications in Order
To Provide You With the Same Level of Service and Satisfaction.
http://www.zappoldadvisors.com/
Client Engagements and Qualifications (Continued)
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.
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 Services
Contract Number:
HSBP1008J21590
Period of Performance:
May 29, 2008 – September 30, 2009
Dollar Value of Contract:
$421,901.47
POC Name:
Stephanie Donahue (COTR)
POC Phone:
(202) 344-2273
POC E-mail:
stephanie.d.donahue@cbp.dhs.gov
Showcasing Our Qualifications in Order
To Provide You With the Same Level of Service and Satisfaction.
http://www.zappoldadvisors.com/
Ensuring Your Success Through Our Experience….