GOVERNMENT CONTRACTING GUIDEPlan, prepare, and pursue

WHAT DEPENDS ON WHAT

Choose a route. See its dependencies.

Each step shows its prerequisite, proof of completion and what it enables. Arrows explain the route; they do not establish your company’s eligibility.

Federal prime contracting

  1. Establish the entity

    Needs: Accurate legal identity and usable operating resources.

    Completion evidence: Entity records and a deliverable offer.

    Enables: Registration preparation; buyer research can start.

    Read the detailed procedure →
  2. Resolve SAM registration

    Needs: Complete applicable validation and registration steps.

    Completion evidence: Official active status and expiry for the correct entity.

    Enables: Satisfy the registration requirement where applicable; not all eligibility.

    Read the detailed procedure →
  3. Qualify this solicitation

    Needs: Current notice, amendments, size, set-aside, vehicle, resources and timing.

    Completion evidence: Documented pursue/no-pursue decision with unresolved issues visible.

    Enables: A compliant response when the gates are satisfied.

    Read the detailed procedure →
  4. Submit and retain receipt

    Needs: Completed response and authorized review.

    Completion evidence: The submitted version and actual receipt.

    Enables: Consideration for award, not an award itself.

    Read the detailed procedure →
Alongside this track / exceptions

Research buyers, build experience and prepare suitable local/state routes while SAM is pending. Actual federal provisions and exceptions control registration timing.

State and local contracting

  1. Pick the actual buyer

    Needs: A city, county, school, authority or state agency buying your offering.

    Completion evidence: Official purchasing page and current portal instructions.

    Enables: The right registration and notification path.

    Read the detailed procedure →
  2. Confirm vendor and bid access

    Needs: Buyer-specific identity, category and payment requirements.

    Completion evidence: Access to documents and the ability to use the submission channel.

    Enables: A response under that buyer’s rules; SAM is not universal city enrollment.

    Read the detailed procedure →
  3. Respond to this notice

    Needs: Scope, site visits, questions, forms, addenda and cost review.

    Completion evidence: A compliant response with receipt.

    Enables: Evaluation; payment onboarding and award may still be separate.

    Read the detailed procedure →
Alongside this track / exceptions

Federal registration and other jurisdictions can proceed independently. Federally funded local work may carry additional requirements.

SBA certification

  1. Choose a relevant program

    Needs: Business facts and a practical reason for the program.

    Completion evidence: A program-specific screening record with unknowns.

    Enables: Focused evidence collection, not a certification claim.

    Read the detailed procedure →
  2. Prepare genuine evidence

    Needs: Current ownership, control and other applicable criteria.

    Completion evidence: Consistent supporting documents and resolved contradictions.

    Enables: An application ready for owner review.

    Read the detailed procedure →
  3. Obtain official determination

    Needs: Complete submission and responses to agency requests.

    Completion evidence: Official approval for the exact entity and program.

    Enables: Program participation; every opportunity still has its own rules.

    Read the detailed procedure →
Alongside this track / exceptions

Pursue suitable opportunities that do not require the pending certification. A certification application is not a substitute for capability or cash.

GSA Schedule

  1. Prove the business case

    Needs: Buyers using MAS, relevant SINs, margins and capacity.

    Completion evidence: Written go/no-go case.

    Enables: A reason to invest in the offer.

    Read the detailed procedure →
  2. Prepare the current offer

    Needs: Required training, registration, category evidence, pricing and current templates.

    Completion evidence: A reconciled package meeting applicable requirements.

    Enables: Submission and negotiation; no award yet.

    Read the detailed procedure →
  3. Receive an executed award

    Needs: Review, negotiation and authorized execution.

    Completion evidence: Awarded SINs, prices, terms and contract period.

    Enables: Catalog setup and pursuit of orders within scope.

    Read the detailed procedure →
  4. Manage orders and compliance

    Needs: Order eligibility, reporting, fees, catalog and modification duties.

    Completion evidence: Order and performance records plus required reporting.

    Enables: Sales only when actual orders are won and performed.

    Read the detailed procedure →
Alongside this track / exceptions

Other federal bids and subcontracts do not universally require a GSA Schedule. Continue those routes when appropriate.

Award through payment

  1. Verify the award

    Needs: An authorized contract or order with applicable funding and scope.

    Completion evidence: Executed award and obligation review.

    Enables: Performance as authorized.

    Read the detailed procedure →
  2. Deliver and document

    Needs: Resources, schedule, quality controls and actual contract requirements.

    Completion evidence: Required deliverables and performance records.

    Enables: Acceptance review; delivery alone may not be acceptance.

    Read the detailed procedure →
  3. Meet acceptance and invoice rules

    Needs: Conforming delivery and the designated invoice process.

    Completion evidence: Acceptance evidence and proper invoice receipt, as required.

    Enables: Payment under the actual terms; timing differs by contract.

    Read the detailed procedure →
  4. Reconcile and close

    Needs: Actual payment, final duties and records.

    Completion evidence: Paid invoice and completed closeout obligations.

    Enables: A truthful past-performance record and lessons for future bids.

    Read the detailed procedure →
Alongside this track / exceptions

Advance, progress, milestone and other payment arrangements can differ. This common teaching sequence is not a universal payment schedule.