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TeamingIndex

Checklists and templates

Free checklists and templates for every stage, built from the TeamingIndex guides.

Getting ready

Getting registered, findable and set up with safe basics.

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    Register in SAM.gov the right way

    SAM.gov, the System for Award Management, is where every federal prime contract starts, and registration is free. These steps help you pick the right kind of registration and enter details that match your records.

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    Renew SAM.gov every year

    The yearly checklist for your registration in SAM.gov, the System for Award Management. A lapsed registration blocks new awards and can delay payments, so work through these seven checks before your expiration date.

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    NAICS codes and your size

    Six checks before every bid: are you small under this solicitation’s North American Industry Classification System (NAICS) code? TeamingIndex shows only the codes SAM.gov reports you as small under and holds no size standard values, so read the Small Business Administration (SBA) table for the number.

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    Which small business programs might fit

    A screener, not a finding: a short summary of each Small Business Administration (SBA) program so you can decide which ones to read about. Program rules change, so confirm every detail on SBA’s program pages.

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    Claim and finish your free profile

    Your TeamingIndex profile is already seeded from SAM.gov and works as a living capability statement. Claim it and add what primes look for. Compliance credentials for Defense work have their own checklists.

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    Keep controlled information out

    Six practices that keep Controlled Unclassified Information (CUI) out of the tools and files you use to find partners and write proposals. CUI is not classified, but it is not public either.

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    One-page capability statement

    A one-page capability statement in the order contracting officers and prime contractors read it: core competencies, past performance, differentiators, company data and credentials, prefilled with your identifiers from the System for Award Management (SAM.gov).

First wins

Winning first federal work, often as a subcontractor.

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    Find your first opportunities

    Agencies use market research to learn what companies can offer and whether to set work aside for small businesses. These steps get your company into that research and in front of the customer early.

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    Get on a prime’s team

    First federal work often comes as a subcontractor. These steps help you find primes that already buy work like yours, give them a reason to call, and keep your record of that work accurate.

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    Before you sign a teaming agreement

    A teaming agreement is a pre-award contract between partners pursuing one opportunity. Check these terms before you sign, and the set-aside terms at the end when the work is set aside.

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    Screen every partner

    Check a partner before you share data, sign or name it in a proposal: SAM.gov exclusions first, then the Consolidated Screening List (CSL) of restricted parties. A screen with no match shows only that nothing matched on the date it ran.

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    CMMC Level 1 basics

    For Defense work with Federal Contract Information (FCI): Cybersecurity Maturity Model Certification (CMMC) Level 1 is a yearly self-assessment against basic safeguarding requirements, recorded in the Supplier Performance Risk System (SPRS) with an affirmation.

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    Teaming pitch to a prime contractor

    A short message to one person at a prime contractor that leads with the gap you fill, proves it, states the role and workshare you want and asks for one next step. Send it as a teaming request or an email.

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    Sources sought response

    A response to a sources sought notice or a request for information (RFI) that answers the notice’s questions in its order, then gives your size and status under its North American Industry Classification System (NAICS) code and your relevant experience. Responses like yours help the contracting officer decide whether to set the work aside.

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    Past performance reference sheet

    One sheet per contract with the facts evaluators check, a relevance map to the new requirement, results with numbers, problems and fixes, and a customer contact who expects the call.

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    Accomplishment log

    A running log of accomplishments, metrics and customer praise for each contract, so you can answer a performance evaluation with facts and write past performance references that score.

Growing

Building repeatable wins and the credentials that set you apart.

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    Set-aside readiness

    Seven checks before you bid on a set-aside: work that agencies reserve for small businesses or for firms in a Small Business Administration (SBA) program.

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    Workshare under Limitations on Subcontracting

    On a set-aside, the small prime may pay only part of what the Government pays to subcontractors that are not similarly situated: at most 50% for services and, excluding the cost of materials, 50% for supplies, 85% for general construction and 75% for special trade construction. Plan the split before you sign.

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    Make a mentor-protégé relationship deliver

    The Small Business Administration (SBA) Mentor-Protégé Program pairs a small business with a more experienced company. A mentor-protégé joint venture can be treated as small for any contract the protégé is small for. These steps cover applying and making the help real.

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    CMMC Level 2 path

    The order of the work, from scope to a current Cybersecurity Maturity Model Certification (CMMC) Level 2 status, for Defense work with Controlled Unclassified Information (CUI). It sets the order of the steps; it does not estimate costs or timing.

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    Should you pursue a contract vehicle?

    A contract vehicle is a long-term contract that agencies place orders through. A seat is a hunting license, not revenue, so answer these questions before you spend proposal money on one.

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    Export-controlled work

    Export controls decide who may see technical data, not only what ships overseas, so they shape who can be on your team. These steps are for a pursuit that involves controlled items or technical data.

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    Classified work basics

    What a company should know before it pursues classified work. This list never asks for a clearance level and never records one.

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    SBIR and STTR: the path to Phase III

    Phase III of the Small Business Innovation Research (SBIR) and Small Business Technology Transfer (STTR) programs lets an agency award follow-on work without a new competition, but only for work derived from your earlier projects.

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    Growing past small

    Size is measured code by code, so growth can make you other than small under some codes and not others. These steps help you plan the change before it surprises a customer.

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    Labor-rate sheet

    A sheet that places each of your labor categories against awarded ceiling rates for comparable work in the General Services Administration’s Contract-Awarded Labor Category tool (GSA CALC+), with the as-of date of every benchmark and room to explain any rate far above the market.

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    Capture plan

    A capture plan for one opportunity, from identifying it to submitting the proposal: the customer, the incumbent, the likely set-aside, your team, your win strategy and a timeline built on planning norms, not rules.

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    Bid/no-bid worksheet

    A worksheet for the bid/no-bid gate: must-pass checks, the criteria, weights and ratings your company sets, the evidence behind each one, and the decision with who made it and when.

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    Compliance matrix

    A matrix that traces every Section L instruction, Section M evaluation factor and statement of work requirement to an owner, a due date and the place in your proposal that answers it.

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    Proposal outline

    An annotated outline that follows Section L’s order, numbering and headings, shows where each Section M factor is answered, and plans each section’s approach, proof points and graphic before anyone writes.

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    Debriefing request letter

    A written request for a debriefing after an award or an exclusion from the competition, with the facts the contracting officer needs and the questions you want answered, so the result teaches you something for your next bid.

Ready to lead

Winning as the prime and leading a team.

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    Defend or win a recompete

    A recompete is a new competition for work an incumbent already performs under a contract that is ending. Use these checks whether you are the incumbent or the challenger.

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    Proposal workflow

    A proven sequence from the request for proposals (RFP) to submission, then the debriefing. Agencies evaluate only against the factors the solicitation states, so every step points back to its instructions (Section L) and evaluation factors (Section M).

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    Lead a team as the prime

    As the prime you answer to the Government for the whole team. These checks cover disclosure, responsibility, workshare and screening, and the cybersecurity and reporting duties you pass down.

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    Flow-down clause review

    Some prime contract clauses must be passed down to your subcontractors. This list covers the flow-downs the guides explain. It is a planning aid, not legal advice.

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    AI review routine

    Seven checks for any proposal text drafted with artificial intelligence (AI). Your company is responsible for every statement it submits, however it was drafted.

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    Rule-change routine

    Federal contracting rules change every month. Eight habits for following changes to the Federal Acquisition Regulation (FAR), its Defense supplement and Small Business Administration (SBA) rules, and for commenting before a deadline.

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    Other Transaction readiness

    Other Transactions (OTs) are agreements that are not procurement contracts, grants or cooperative agreements. For the Department of Defense (DoD) they cover research, prototypes and follow-on production, generally sit outside the usual contract regulations and often run through consortia.

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    Partner data call

    The request a prime contractor sends each teaming partner at kickoff: resumes, past performance, letters of commitment and pricing inputs in the exact format the proposal needs, with firm deadlines.

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    Teaming agreement in the Deal Room

    The Federal Acquisition Regulation (FAR) Subpart 9.6 teaming agreement is generated in the Deal Room, where the prime and the subcontractor negotiate, check and sign the same text. Starting one as the prime is included with Enterprise Capture and Prime Corporate; a subcontractor takes part on any plan once its company profile is claimed.

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    Proposal workspace with the solicitation shredder

    A proposal workspace reads a solicitation in memory without storing the file, builds the compliance matrix rows, Section L instructions, Section M factors and clause list, and runs data calls with your subcontractors. Opening workspaces is included with Enterprise Capture and Prime Corporate; the free compliance matrix and partner data call templates cover the same steps by hand.