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The Federal Concierge Difference
Still Not Sure What We Do?
Please review our project listing below to see examples of recent Federal Concierge projects and deliverables. This is the best way to spark ideas about how a Concierge can work for you! For a meeting to discuss your requirements, Contact us.
OMB 300 / Business Cases |
- Performed multiple Federal Concierge-proprietary 1- and 2-day OMB-300 and Capital Planning training courses for Government Horizons, Inc. 2007-2009. (Government Horizons is no longer an authorized training provider for CPP-eligible CPIC certification training.) For CPP-eligible training, please visit cpicforum.org to determine eligible providers
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- Performed OMB-300 & Capital Planning training for an integrator (99% Solution) - 4-Day Intensive Custom Class for 24 students
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- Performed OMB-300 Business Development training for an integrator (90-99% Solution) - 2-Day Introductory Class for 24 students
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- Performed OMB-300 Reviews for a government agency (Egov/ Line of Business/ Quicksilver initiative)
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- Performed OMB-300 Reviews and improvement plans for government agencies
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- Performed OMB 300 Business Development training for an integrator
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- Performed OMB-300 Reviews for a USDA capital investments for an integrator
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- Performed OMB-300 Reviews for a USAID capital investment for an integrator
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- Redesigned OMB-300 training course for FBI bid
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- Performed overall Improvement review and developed new plan for single, large capital investment OMB-300 at DHS
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- Performed OMB-300 Training
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- Scored and evaluated two government business cases (OMB-300) against OMB-300 Circular A-11 Section 7 guidance, delivered white paper assessment
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- For the Transportation Security Administration, reviewed 13 business cases and supported development of improvement plans
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- Wrote 13 Enterprise Architecture sections for 13 new DHS business cases
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CPIC / Capital Planning |
- Provide Strategic support, Intellectual Property development and foundational development support to the CPP – Capital Planning Professional Certification
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- Provide volunteer support to the Federal CPIC Forum Organization
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- Provide articles, referrals and coordination support services with CPICSource Newsletter
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- Provide(d) Administrative and management services to the Federal CPIC Forum Organization
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- Provide(d) Administrative and management services to CPICjobs.com
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- Provided Administrative and management support to the 2008, 2009 and 2010 CPIC Conference
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- Provided Capital Planning and Investment Control training and Operational Analyses courses to the Centers for Disease Control during 2007, 2008 and 2009
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- Developed Capital Planning and Investment Control Internal Website for a government agency
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- Assisted in the development of a CPIC Lessons Learned plan for a Capital Planning Support team in a Homeland Security agency
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- Assisted in a Capital Planning task mapping exercise for a Capital Planning Support Team to identify, define and map related tasks for program management purposes
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- Co-Authored CPIC Guidebook with Government Institutes
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Consulting |
- As a subcontractor to the SMS/ HPTi team, provide Capital Planning and Investment Control Analyst support to the Department of Veterans Affairs Office of Enterprise Development
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- As a subcontractor to the SMS/ HPTi team, provide Capital Planning and Investment Control Analyst support to the Department of Veterans Affairs’ Veterans Health Administration IT Portfolio
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- As a subcontractor to Compass’ Systems Consulting, provide Capital Planning and Investment Control training, coaching, mentoring, business case reviews, business case evaluations and scoring, business case writing, portfolio reviews and approximately twelve Operational Analyses to the Department of Health and Human Services’ Centers for Disease Control & Prevention
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- Assisted with the strategy and development of a new business services unit within an 8(a) integrator
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- Assisted with the strategy and business development activities of multiple vendor product resellers in their campaigns to solicit business from the federal government
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- Assisted with the establishment of a new small consulting business to set up a fully funded Portfolio Management Office within a large civilian agency
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- Brokered Passthrough arrangement for small business to utilize integrator contract to establish an agency PMO
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- Created white papers for a software vendor to tailor business intelligence capability to the Strategic Management of Human Capital and the Improving Financial Performance sections of the President's Management Agenda
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- Created a series of Memorandums of Understandings and communications documents for DHS with regard to agency shared services
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- Created an overall WBS (Work Breakdown Structure) and procurement management templates for a project management methodology for an academic institution using MS Project and other resources
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- Developed and consulted on federal systems' integrator business plans to enhance and more objectively meet goals of 2004-2005 federal business MBO's
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- Developed a Project/ Program Management Methodology for academic use
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- Participated on tri-agency information technology investment review team, negotiating intra-agency shared service agreements
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- Performed advisory services and ad-hoc training to clients requiring an in-depth understanding of the new 99% solution
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- Performed consulting to small businesses to assist with development and/ or overhaul of federal business sales and proposal strategies
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- Performed a business case analysis regarding information assurance planning and policy ramifications for implementing new technology into an agency enterprise information infrastructure
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- Performed a government simulation for a DoD program to increase operational readiness and effectiveness to 90% in an InfoSec exercise pertaining to network security administration
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- Performed a corporate assessment on the role of a Chief Information Officer in a commercial environment to reposition the CIO for maximum corporate leverage and benefits; produced white paper deliverable
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- Performed DHS EAGLE proposal review and bid strategy for an integrator
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- Performed scoring and writing multiple improvement plans for major investments at a federal international affairs agency
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- Performed independent verification and validation project and CPIC support to Department of Health and Human Services’ Centers for Disease Control & Prevention’s Select Agents and Toxins Registrations Programs, Atlanta, GA
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- Provided analysis, business case justification and white paper with recommendations for government contractor VOIP (Voice Over Internet Protocol) migration from former telecom strategy, providing an annual savings to the client of 13%
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- Supported Direct Proposal Resources and an 8(a) Systems Integrator with the writing of a DoD solicitation response for telecommunications, O&M and cabling support contract for four CONUS installations. Award status not yet known
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- Supported Direct Proposal Resources and an 8(a) Systems Integrator with the writing of a technical assessment, proposal response and quality control plan for a civilian agency assessment highly visible and linked to Congressional mandates. This project was completed in just four days and was awarded to our vendor in two additional days. Proposal won, contract award worth approx $1M
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Presenter / Host |
- Facilitate, present and speak on Capital Planning, Enterprise Architecture, Program Management, Operational Analysis, and Federal Government-IT-Specific topics
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- Provided Opening Remarks at the CPIC 2010 Conference, March, 2010, Washington, D.C.
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- Chaired both the CPIC 2008 and 2009 Conferences held in June, respectively, Washington, D.C.
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- Operational Analysis Presenter at Centers for Disease Control & Prevention (CDC) Program Management Summit February, 2009, Atlanta, GA
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- Presenter of CPIC Integration into the Enterprise Performance Life Cycle at Centers for Disease Control & Prevention (CDC) Program Management Summit February, 2009, Atlanta, GA
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- Hosted the 2004 May Running of the Virginia Gold Cup Members Hill Executive Tent
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- Hosted the 2004 AVIANSUS Federal Calendar of Events Launch
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Events and Event Management |
- Provided full turn-key event management services for the CPIC 2010 Conference, March, 2010, Washington, D.C., including the following:
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- Registration process
- Invoicing and Credit card processing
- Purchase Order processing
- Sponsorship coordination and management
- Conference Agenda development
- Speaker coordination
- Event theme development
- Brochure design/development and printing
- Signage design/development and printing
- Hotel contract management
- Audio/Visual contract management
- Coordination of CPIC Award Nominations for presentment to Steering Committee
- Developed CPIC Awards Design
- Coordinated CPIC Awards Order
- Coordination and Printing of CPIC Award Certificates
- Developed and prepared Attendee and Certification Sign-In Logs
- Designed, printed, and distributed Custom CPIC Certificates
- Reviewed content and assisted with Speaker presentations
- Provided development and management of content of CPIC Conference web site
- Arranged speaker gift selection, ordering, and distribution
- Provided Federal CPIC Forum Conference Coordination
- Co-Ordination of Co-Chairs
- Name Badge Design, Printing, Distribution and recycling
- Subcontractor co-ordination and management
- Facilitated session for post-Conference lessons learned
- Provided post-Conference survey review, scoring, consolidation, and performance measures from attendee evaluations
- Provided vendor follow up
- Provided all Conference Customer Service needs/requirements
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- Provided full event support and management for an enterprise architecture conference featuring over 65 senior executive speakers and 400 attendees. Our contributions reduced hotel fees by $7500, increased attendance by over 30%, placed seven strategic executives within the agenda and cleared a profit of over $250k
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- Provided event services and support to 17 federally-focused training events and seminars for 2004
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- Assisted with the 2004 SAP International Golf Tournament to benefit the Fisher House Foundation, Inc.
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Website Content Development & Administration |
- Development and administration of CPICJobs.com website
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- Development and administration of the Federal CPIC Forum main website “www.cpicforum.org” and the members only Sharepoint site
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- Administration of the Federal Concierge website
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- Administration of IT Capital Planning Facebook page
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- Administration of IT Capital Planning “Linked In” page
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- Sharepoint website Administration and support to
- Federal CPIC Forum Members only site
- Programs & Plans Division, Office of Enterprise Development Department of Veterans’ Affairs
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- Created web content and marketing language scripts for a new IT security organization
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- Developed web site content for small government contractor
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- Developed web site content for small integration firm
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Outreach and Marketing |
- Provide and co-ordinate all web-based and E-mail based outreach for:
- Federal Concierge, LLC
- CPIC Forum
- CPIC Jobs.com
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- Provide outbound E-Mails and E-Newsletter correspondence for proprietary CPIC professionals database (2000+ verified CPIC professionals), content including:
- Ads
- Job / recruiting, training, announcements
- White paper distribution
- Other vendor solicitations
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- Provided business development and marketing business unit strategy for a small 8(a) integrator
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- Introduced Sponsorship and Advertising "buy now" package features via Secure Server on site
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- Provided marketing concepts, marketing plan and proposal writing support focused on winning marketing and PR services for an Advanced Technical Educational Center for a commercial marketing firm. Proposal won, contract award worth <$1M
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Writing, Editing, Copy |
- Wrote proposal response for USAF cabling and wiring proposal for small integrator
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- Wrote proposal for event and conference strategy and development
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- Wrote past performance section and co-authored drafts of the executive summary section of an enterprise architecture and health care vertical market solicitation response for a major federal IT integrator
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- Wrote enterprise architecture compliance sections for major investments at a civilian agency
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- Wrote white paper for Earned Value Management RFI
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- Wrote 13 Enterprise Architecture sections for 13 new DHS business cases
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- Wrote and fully developed the working versions and present drafts for the CDC Operational Analysis guide
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- Edited Enterprise Architecture textbook now published by McGraw-Hill
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- Drafted, proofed and edited sales and marketing correspondence for a major software vendor to assist internal marketing and sales representatives with a multi-agency prospecting initiative
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- Provided business development activities for Enterprise Architecture corporate capability
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Enterprise Architecture |
- As a subcontractor to Compass’ Systems Consulting, provided support to an IT Assessment with emphasis on 5-year strategic planning, Enterprise Architecture and Operational Analyses for the Department of Health and Human Services’ Centers for Disease Control & Prevention’s Select Agents and Toxins Registrations Programs
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- Edited Enterprise Architecture textbook now published by McGraw-Hill
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- Wrote 13 Enterprise Architecture sections for 13 new DHS business cases
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Federal Marketing and Advertising |
- Provide and co-ordinate all web-based and E-mail based outreach for:
- Federal Concierge, LLC
- CPIC Forum
- CPIC Jobs.com
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- Provide outbound E-Mails and E-Newsletter correspondence for proprietary CPIC professionals database (2000+ verified CPIC professionals), content including:
- Ads
- Job / recruiting, training, announcements
- White paper distribution
- Other vendor solicitations
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- Provided all CPIC marketing and outreach support for the CPIC 2010 Conference
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- Provided marketing and outreach support for the CPIC 2008 and CPIC 2009 Conference
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- Assisted advertising agencies with developing go-to-market campaigns for federal systems defense contractors selling night-vision equipment and specialized first responders' gear
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- Launched 2005 Federal Concierge Calendar of Government & Industry Events
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- Launched 2005 Quarterly Federal Concierge Newsletter
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Professional Services Recruiting |
- Freelance CPIC recruiting services available
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- Provide ad-hoc candidate referrals for CPIC and related opportunities
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- Co-developed CPICjobs.com
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- Recruited two Enterprise Architects for two large federal system integrators
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- Recruited Senior Associate and professional services consultants for medium-sized federal integrator
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- Recruited cleared personnel for OCONUS work for government contractor broker
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- Provided 22 management, sales and cleared security program management candidate referrals to companies for their recruitment processes through our Concierge network of subject matter experts and professionals
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Federal Business Development |
- Supported a Federal Systems Integrator with proposal writing, editing and red team services for solicitation response. Solicitation was e-government and security services with a civilian agency. Proposal won, known contract value $17.5M
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- Developed agency-specific pipelines and target sheets of leads and opportunities for three federal-focused divisions of companies
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- Mapped resumes to Homeland Security solicitation requirement for vendor response on RFP
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- Performed security and information assurance risk assessment for quasi-government agency with three distributed offices
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- Conducted agency strategic plan and IT strategic plan evaluation for a civilian agency
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- Participated in a government/civilian review and evaluation of The President's National Strategy to Secure CyberSpace
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CPIC Training |
- Capital Planning Professional (CPP) Certified Instructors available
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- Provided CPP Certified CPIC Instructor, ESI
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- Provided CPP Certified CPIC Instructor, Government Training, Inc.
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- Provided CPIC Instructor, Robbins Gioia University
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- Provided CPIC Instructor, Titan/L-3 Communications
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- Performed OMB-300 & Capital Planning training for an integrator (99% Solution) – 4-Day Intensive Custom Class for 24 students
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- Performed OMB-300 Business Development training for an integrator (90-99% Solution) - 2-Day Introductory Class for 24 students
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- Performed OMB-300 Business Development training for an integrator
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- Provided Capital Planning and Investment Control training and Operational Analyses courses to the Centers for Disease Control (CDC) during 2007, 2008 and 2009
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- Provide Strategic support, Intellectual Property development and foundational development support to the CPP – Capital Planning Professional Certified Training Offering
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Federal Business Development Training |
- Redesigned Federal Business Development Training Course "Cover Your Bases"
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- Assisted in the development of a training course regarding Federal Ethics, the Hatch Act and government restrictions pertaining to political campaigning
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- Performed Federal Business Development Training
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Operational Analysis Training |
- Presenter for PM summit reference
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- Operational Analysis training and instruction provided to CDC&P in 2008 – 2009
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CPIC Tools Experience (2001 – Present) |
- Oracle Primavera ProSight
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- Oracle Primavera ProSight C.A.M.S.
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Book Author |
- Co-Authored “The Red Book” Wounded Warrior Handbook with Government Institutes
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- Co-Authored CPIC Guidebook with Government Institutes
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- Soon-to-co-Author a special needs Guidebook for military families with Government Institutes
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- Soon-to-co-Author a Military Marriage Survival guide for military families with Government Institutes
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