Worksheet 1

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OPEN Insight Guide Series 1: GOVERNMENT CONTRACTS: Victory in Procurement®, GUIDE 2

Worksheet 1

Get Started as a Government Contractor

Getting started on the process of becoming a government contractor can seem daunting. However, much of it is a matter of effort, and getting organized is a good way to start. As part of the system you set up on your computer to keep track of all the resources, connections and information you will be aggregating during this process, use this worksheet to help you assemble key information. As you progress in working with the government, you will likely want to track and manage pertinent contracting information in an Excel spreadsheet or other contact management system. background information Check that you have the below information, which you will need as you enroll to participate in government contracts. ____________D-U-N-S Number ____________NAICS code ____________CAGE Code ____________NSN for ______________(product/service name) ____________NSN for ______________(product/service name) ____________NSN for ______________(product/service name) ____________NSN for ______________(product/service name) ____________NSN for ______________(product/service name) ____________NSN for ______________(product/service name) ____________Number of employees as of _____________________(date) ____________Annual receipts for year ending__________________

Activities checklist Yes No



Registered with CCR





Registered with OCRA





Validated small business status





Checked qualification for 8(a), SDB, WOB, SDVOB or HUBZone

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OPEN Insight Guide Series 1: GOVERNMENT CONTRACTS: Victory in Procurement®, GUIDE 2

Worksheet 1

Get Started as a Government Contractor cont’d. Follow-up questions Write down questions you have about the Federal Acquisition Regulations, subcontracting opportunities and other issues. Many of the organizations found in the Enrollment Resources section of this guide may have information that answers your questions. It’s also prudent to seek advice from professionals such as your attorney or accountant. Questions about Federal Acquisition Regulations _________________________________________________________________________________ _________________________________________________________________________________ _________________________________________________________________________________ Questions about subcontracting _________________________________________________________________________________ _________________________________________________________________________________ _________________________________________________________________________________ Outreach activities Upcoming agency appointments Date ___________________________________Time______________________________________ Name __________________________________Agency_____________________________________ Notes_____________________________________________________________________________ _________________________________________________________________________________ Date ___________________________________Time______________________________________ Name __________________________________Agency_____________________________________ Notes_____________________________________________________________________________ _________________________________________________________________________________ Date ___________________________________Time______________________________________ Name __________________________________Agency_____________________________________ Notes_____________________________________________________________________________ _________________________________________________________________________________

pg. 10

OPEN Insight Guide Series 1: GOVERNMENT CONTRACTS: Victory in Procurement®, GUIDE 2

Worksheet 1

Get Started as a Government Contractor cont’d. Upcoming events Research upcoming networking events at sites such as openforum.com/events, expo.gsa.gov, gsa.gov/sbu and businessmatchmaking.com, and track them here or in your online calendar. After each event, keep notes on contacts made and follow-up activities that may be able to help you grow your business network. Upcoming business fairs Event #1 Event name________________________________________________________________________ Date______________________________________________________________________________ Time_____________________________________________________________________________ Location___________________________________________________________________________ Registered?_________________________________________________________________________ Post-event follow-up__________________________________________________________________ _________________________________________________________________________________ _________________________________________________________________________________

Event #2 Event name________________________________________________________________________ Date______________________________________________________________________________ Time_____________________________________________________________________________ Location___________________________________________________________________________ Registered?_________________________________________________________________________ Post-event follow-up__________________________________________________________________ _________________________________________________________________________________ _________________________________________________________________________________

pg. 11

OPEN Insight Guide Series 1: GOVERNMENT CONTRACTS: Victory in Procurement®, GUIDE 2

Worksheet 1

Get Started as a Government Contractor cont’d. Upcoming matchmaking sessions Session #1 Session name_______________________________________________________________________ Date______________________________________________________________________________ Time_____________________________________________________________________________ Location___________________________________________________________________________ Registered?_________________________________________________________________________ Post-Session follow-up________________________________________________________________ _________________________________________________________________________________ _________________________________________________________________________________ Session #2 Session name_______________________________________________________________________ Date______________________________________________________________________________ Time_____________________________________________________________________________ Location___________________________________________________________________________ Registered?_________________________________________________________________________ Post-Session follow-up________________________________________________________________ _________________________________________________________________________________ _________________________________________________________________________________

pg. 12