List every certification you plan to pursue and the month you will submit applications.
Choosing the Proper Business Structure
Every contract begins with structure. Your legal foundation determines taxes, liability, credibility, and contract readiness.
You will learn:
- LLC vs Corporation
- S-Corp Election (When? Why?)
- Operating Agreement importance
- Articles of Incorporation
- Multi-member vs single-member ownership structures
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Federal & State Registrations
This section walks you through every mandatory registration:
• EIN Number (IRS)
• State business registration
• State business license
• NAICS Codes selection
• UEI Number
• CAGE Code (after SAM approval)
Includes instructions, links, and formatting requirements used by contracting officers.
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SAM.gov Registration (Step-by-Step)
SAM.gov is REQUIRED for any federal contract. This module provides:
• Core data guide
• Taxpayer validation
• Address matching rules
• Banking verification
• Reps & Certs
• Entity validation troubleshooting
• How to avoid delays
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Certification Path (MBE, WOSB, SDVOSB, HUBZone, 8(a))
This section breaks down each certification:
• Benefits
• Requirements
• Timelines
• Which agencies prefer which certifications
• How to get approved
• Documentation required
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Banking & Financial Compliance
You MUST have:
• Business checking
• Merchant services
• Payroll system
• Bookkeeping software
• Contract-ready financial statements
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Required Policies (Must Have)
Before submitting proposals, you must prepare:
• Capability Statement
• W-9
• Employee handbook
• Safety policies
• Quality Control plan
• Organizational chart
Operating Agreement Template (Short Form)
This section provides a fill-in Operating Agreement template students can complete and customize.
Compliance Checklist Before Moving Forward
Before starting Module 3, students must complete:
- EIN
- State registration
- Business license
- Bank account
- NAICS list
- SAM.gov registration submitted
- Capability statement draft started