200-Step Guide to Government Contracting for businesses offering services and devices. This comprehensive roadmap builds upon foundational knowledge and delves into advanced strategies, compliance, and growth opportunities.
200-Step Guide to Government Contracting
Business & Legal Readiness
- Choose a legal business structure (LLC, Corp, Sole Proprietor).
- Register your business with your state.
- Obtain an Employer Identification Number (EIN).
- Open a business bank account.
- Acquire necessary business licenses and permits.
- Secure liability and other relevant insurance.
- Develop a professional business website.
- Set up a dedicated business email address.
- Establish a business phone line.
- Create a physical mailing address or PO Box.
- Implement an accounting system (e.g., QuickBooks).
- Understand your financial statements (P&L, Cash Flow).
- Draft standard pricing and rate sheets.
- Clearly define your products/services.
- Review industry compliance regulations (FDA, OSHA, HIPAA).
- Develop internal Standard Operating Procedures (SOPs).
- Determine delivery and support capabilities.
- Establish warranty, return, and refund policies.
- Learn basic contract law and proposal terminology.
- Join relevant industry associations.
Federal Contracting Setup
- Visit SAM.gov.
- Create a Login.gov account.
- Begin your SAM registration.
- Obtain your Unique Entity Identifier (UEI).
- Complete business information in SAM.
- Assign appropriate NAICS codes.
- Assign Product Service Codes (PSC).
- Add bank information for Electronic Funds Transfer (EFT).
- Complete FAR/DFARS compliance questions.
- Submit notarized entity administrator information if required.
- Receive your CAGE code.
- Register with SBA’s Dynamic Small Business Search (DSBS).
- Apply for small business self-certification.
- Begin applications for WOSB/SDVOSB/8(a)/HUBZone certifications if applicable.
- Register with eSRS for subcontract reporting.
- Learn to navigate SAM.gov opportunity searches.
- Analyze past awards from USASpending.gov.
- Register in DSBS.
- Sign up for GSA training on schedules.
- Set reminders to update SAM annually.
Market Research & Targeting
- Identify your ideal government buyers.
- Create a list of relevant agencies.
- Use FPDS.gov to find agency purchasing history.
- Explore SBA’s SubNet for subcontracting opportunities.
- Analyze contract sizes and common product/service terms.
- Identify competitors winning contracts.
- Research their pricing and proposal styles.
- Study publicly available winning proposal examples.
- Research current budget allocations per agency.
- Map out state and local procurement portals.
- Subscribe to agency newsletter updates.
- Bookmark relevant state bid portals.
- Join relevant LinkedIn groups or forums.
- Attend virtual industry days or procurement expos.
- Meet your local PTAC/APEX Accelerator advisor.
- Explore teaming agreements with established contractors.
- Evaluate joining a GSA Schedule.
- Download procurement forecasts from agencies.
- Build a contact list of agency small business officers.
- Reach out to agency buyers with a capability introduction.
Marketing & Capability Materials
- Create a one-page Capability Statement.
- Include core competencies, NAICS codes, and differentiators.
- Add certifications, CAGE code, contact info, and past performance.
- Develop product spec sheets for devices.
- Build a service line card for service offerings.
- Prepare a basic slide deck or pitch presentation.
- Customize capability statements for specific agencies.
- Upload documents to your website.
- Prepare digital and print business cards.
- Create a short introductory script for agency calls.
- Develop a 30-second elevator pitch.
- Record product demonstrations or testimonial videos.
- Compile compliance certifications (ISO, FDA, etc.).
- Build a price list with commercial pricing.
- Add GSA pricing discount tiers if applicable.
- Collect client testimonials from prior commercial clients.
- Register with GSA Advantage if product-based.
- Develop a simple proposal template.
- Summarize past performance, including commercial projects.
- Gather digital versions of brochures and case studies.
Bidding & Contracting
- Monitor SAM.gov daily for opportunities.
- Set alerts for relevant keywords or NAICS codes.
- Respond to Sources Sought or RFIs.
- Review full RFPs thoroughly.
- Prepare a technical response meeting all specifications.
- Price your bid competitively with detailed breakdowns.
- Submit by the specified deadline and method.
- Acknowledge all amendments in your bid.
- Upload all documents to the correct portal.
- Confirm bid submission and save confirmation.
- Track the status of your submission.
- Prepare for potential clarifications or discussions.
- Negotiate terms if awarded.
- Review and sign the contract.
- Attend any required kickoff meetings.
- Establish communication protocols with the contracting officer.
- Set up internal tracking for deliverables and deadlines.
- Ensure all team members are briefed on contract requirements.
- Begin contract performance as per the agreement.
- Maintain regular communication with the agency.
Execution, Compliance, Expansion & Mastery
Contract Execution & Delivery
- Develop a contract project management plan.
- Assign responsibilities to internal teams.
- Track milestones and deliverables.
- Use project management tools (e.g., Trello, Asana, MS Project).
- Submit required reports on time.
- Implement version control for submitted documents.
- Use approved shipping methods for physical products.
- Verify receipt of goods or services by the agency.
- Maintain delivery logs and proof of delivery.
- Log all communication with contracting officers.
- Confirm payment schedule and invoicing format.
- Submit invoices with correct contract numbers.
- Follow up if payments are delayed.
- Keep backup copies of all submissions.
- Manage subcontractors for performance and compliance.
- Address any performance concerns early.
- Respond promptly to change requests or modifications.
- Conduct regular internal contract reviews.
- Track contract modifications and amendments.
- Close out project with completion documents.
Compliance & Audit Readiness
- Maintain organized contract files.
- Document all costs for cost-reimbursable contracts.
- Stay current with FAR (Federal Acquisition Regulation) updates.
- Implement cybersecurity measures (CMMC/NIST 800-171).
- Train staff on ethics and compliance requirements.
- Comply with E-Verify for hiring under federal contracts.
- Maintain records for audits (DCAA, GAO).
- Register and comply with Service Contract Act, if applicable.
- Ensure invoicing is 100% accurate and tied to deliverables.
- Upload required reports to CPARS for contractor performance evaluation.
- Review your CPARS report and respond if necessary.
- Prepare for random audits or performance reviews.
- Implement internal controls for billing and time tracking.
- Conduct mock audits to identify risks.
- Ensure subcontractors meet federal flow-down clauses.
- Implement privacy policies for handling PII.
- Retain records according to contract and FAR requirements.
- Build a compliance calendar.
- Update compliance training annually.
- Consider hiring a compliance officer or consultant.
Growth & Scaling
- Review which agencies are best fits for scaling.
- Target larger contracts or IDIQ/BPA opportunities.
- Apply for a GSA Schedule contract (if not already).
- Learn how to modify your GSA schedule.
- Pursue subcontracts with large primes.
- Build teaming and joint venture relationships.
- Apply for 8(a) certification if qualified.
- Pursue mentor-protégé agreements via SBA.
- Expand your business with new NAICS codes.
- Improve past performance record through consistent delivery.
- Develop proposal writing templates and libraries.
- Hire or contract a professional proposal writer.
- Create a bid/no-bid decision process.
- Use tools like GovWin, BidSync, or Fedmine.
- Track win rates and bid effectiveness.
- Invest in CRM tools to manage agency relationships.
- Hire a business development manager.
- Build partnerships with lobbying or procurement advocates.
- Get listed in more agency vendor directories.
- Enter new geographical or international markets.
Advanced Proposal Strategies
- Build a proposal response team.
- Establish timelines with pink and red team reviews.
- Conduct Black Hat reviews (competitive analysis).
- Review Section L & M of every RFP in depth.
- Align proposal with evaluation criteria precisely.
- Avoid “boilerplate” – personalize every submission.
- Focus on benefits and value, not just features.
- Highlight risk mitigation strategies.
- Use graphics, charts, and visual storytelling.
- Ensure technical volume is solution-focused.
- Double-check for proposal compliance.
- Submit mock proposals for training.
- Practice oral proposal presentations.
- Leverage debriefings after every bid – win or lose.
- Archive all proposals for reuse/reference.
- Build past performance write-ups by contract type.
- Include customer feedback and ratings in proposals.
- Quantify results and ROI in proposals.
- Outsource review or quality control when needed.
- Keep a win theme matrix per agency.
Mastery & Long-Term Success
- Build relationships with government program managers.
- Attend government procurement matchmaking events.
- Give capability briefings to agency buyers.
- Stay current with legislative and budgetary changes.
- Track key agency procurement forecasts.
- Create an internal knowledge base.
- Host or sponsor government contracting webinars.
- Engage with SBA, PTAC/APEX, and SBDC advisors regularly.
- Mentor small or emerging contractors.
- Teach or speak on panels to boost credibility.
- Publish white papers or capability briefs.
- Offer innovations or unsolicited proposals.
- Keep evolving your business to meet emerging federal needs (AI, climate, health).
- Prepare for re-competes early—before contracts expire.
- Use earned value management for large contracts.
- Develop corporate policies for ethics, DEIA, and sustainability.
- Set internal KPIs for government division.
- Expand to state, local, and tribal contracting.
- Set a succession plan or exit strategy for your govcon business.
- Celebrate milestones—becoming a government contractor.